 Okay, we're back live here inside Oracle OpenWorld 2012, day two, this is SiliconANGLE's exclusive coverage. Inside the trench is on the show floor, inside the booth here at Q-Logic, who's sponsoring us here, great support for Q-Logic. This is the Q-Logic Cube this week, because they're giving us their booth. Want to shout out to Q-Logic, day two is underway. I'm John Furrier, the founder of SiliconANGLE.com and joined this week by Dave Vellante, founder of wikibon.org, top analyst firm, open research, new way of doing research, wikibon is powering the way and exciting for day two. Dave, so day two we're starting, getting kicked off, got a big set of interviews, but the day started off with a real kind of somewhat quiet bang. Joe Tucci took the stage, some were discussing whether Joe Tucci would be punching back, but Jeremy Burton took the punch for him. So what's your assessment of Joe Tucci's keynote Jeremy Burton, the EVP of Price and Marketing? Well John, I got an email this morning from one of our followers saying, she's kind of surprised EMC has a keynote at Oracle Open World, given that they're really not good friends with Oracle, and I laughed and explained to him, look, EMC has to be here. They have to pay a million dollars for the right to address the 45,000 Oracle customers that are in the audience. And I thought Joe Tucci was very respectful, but he and Jeremy Burton, I thought, put together a good counter to Ellison. They didn't counter punch with regard to being in your face, but what they did is they talked about their strategy and their vision in a very crisp and credible way, talking about their cloud vision, their cloud trust, transformation, big data, you know the typical EMC that we know well, because we've been covering them that well, but the traditional Oracle customer may not know as well. The one jab that Jeremy Burton did take was he said that you haven't heard much about openness and flexibility this week, or flexibility and choice this week. So that was a jab at Oracle, but other than that, they were pretty respectful and I thought did a very good job. You know, what's striking about Joe Tucci and comparing and contrasting him to Larry Ellison, both tech titans, captains of industry, you really see the contrast. You know, you go back to 2009 when Larry Ellison went on a rant at the Churchill Club about cloud computing. In a way, he was right at that time, but now he's fully on cloud, and he's just punching hard. He's a competitor, and we know all Larry, but Joe Tucci comes out as a statesman. He really showed class. Joe Tucci stood tall, and you know what? He did not want to go slinging the mud with Ellison, so I thought that was a cool move, but it's just a striking difference between Joe Tucci, Dave, and Larry Ellison. What was your perspective on that? Did you agree with that? Did you see the respect there, but yet the statesmanship of Joe Tucci? Yeah, I think it was absolutely the right move. It was, as I say, crisp and cogent and very credible. And I think, in a way, it was kind of funny watching Tucci geek out a bit. I mean, Tucci knows, he sees all these technologies, investing in all these companies. The guy's very conversant in the whole, the new trends that are coming on. He talked about the software-defined data center, which is their term, and VMware's term. We call it software-led infrastructure, a software-defined infrastructure, but he talked about what that is. He did a heavy dose of flash, which, of course, this audience will resonate with this audience because of the performance impacts of flash. So I thought he did a really good job. And I mean, Joe Tucci's in the driver's seat. You remember at VMworld, he was up on stage with essentially all his competitors, Michael Dell, Tom Jorgensen. He was like the godfather. Joe Tucci's the godfather of the IT industry. But he's excited. You can see the passion. I mean, his passion comes out in a couple of ways. One, we all know he's not retiring anytime soon, or who knows what that's going to happen. Well, that's what he told you on the mini-cube. Yeah, I got a little private one-on-one with Joe Tucci at EMCworld. But you see him on stage here, and I think at the end of his presentation was very notable. He basically said to the crowd, you folks are in the right place at the right time. And Joe brought a little bit of, hey, I've been there, done that, seen a bunch of industry cycles before. And this is a unique time in history. And he was truly passionate about the fact that this is a unique time in the business, in all the theaters, technology theater, the business theater, and also the market theater. So Joe Tucci essentially saying, go to work. And then Jeremy Burton came on to kind of mop up and take care of some of the specifics that they had to punch out on their messaging. I'll see the total sales job of the human face of big data. I mean, Jeremy Burton spent, I literally counted six minutes on that one piece, selling the EMC campaign, and then going into a bunch of examples. So EMC's all in on this face of big data. Let's see how that materializes. Personally, I think they could have used some better use cases. I'm not too sure. Great clips is a good example. I would have gone more specific around changing society and real business benefits rather than getting a better haircut and finding out where the taxi lines are. The big data examples I thought were kind of light. They were fun, but they weren't really big data. So we're going to ask Jeremy Burton who's going to be on there today at 12, 20 Pacific time. It's a first step though, David. First step in at least moving outside the geek world of, hey, I have a zillion clusters. I can boot this up on the cloud. We've seen that at Google IO, for example, with MapR, for example. So a lot of people go on speeds and feeds. Jeremy's taking that first baby step to the real world and bringing in the big data message and the Kool-Aid to the masses. So one, props on that for Jeremy Burton, big fan of the campaign. But you did kind of a sales job up there. So we're going to hit him up on that. Well, I mean, you know, you got to balance the geek stuff with the human interest. Now we've heard a lot this week about Flash for as long as computers have been around and disk drives have been around, disk drives have been the bottleneck because disk drives spin their electromechanical and everything else is running at silicon speeds. So as Flash permeates the IO stack, networking becomes the real key focal point. And that's why we've been hearing so much talk about software defined networking. And we've got some major emphasis this morning, John, with our guests on networking. We have Lee Doyle coming on. Lee Doyle for a long, long time, probably the better part of two decades was IDC's number one networking analyst. He spun out, he started his own firm. Doyle Research, he's coming on. He's going to give us his perspectives on the networking industry. We also have Q-Logic coming on. John, they have a project called Mount Rainier which sort of blends the networking fabric with Flash to allow people to actually share Flash at synchronous distance. So that's going to be kind of an interesting segment. We have two Oracle, previous Oracle executives, Jeremy Burton, obviously the EVP of products and marketing at EMC, ex-Oracle. Also we have D. Dre Penday from CEO founder Newtonix, another Oracle. And what's interesting about the Newtonix CEO, Dave and co-founder is that he actually worked on Exadata's business. He built that engineering team. So that's going to be a good segment. We also have, that is going to be a good segment. We also have Gary Ornstein coming on at noon, Pacific time. Now for those who don't know Gary Ornstein, he was a writer at GigaOM. He's now the VP of products at Fusion I.O. But more than that, Gary just knows the industry really well. He blends technology and business. He's always one of our best guests. And then we've got a segment on a topic that really hasn't got a lot of play thus far. Larry Ellison talked a little bit about it on Sunday night. Jeremy Burton touched upon it just in a little very brief way as that Joe Tucci, but data protection. Back in recovery as you recall, a couple years ago EMC paid $2.5 billion to acquire data domain. So we're going to hear from those guys and talk about data protection in the world of Oracle, which is obviously an important topic. We got other notable guests, the TenGen president, Max, who TenGen is a company that makes MongoDB. This is the hottest, the fastest rising analytics, database, full package, competes with Hadoop, and they're growing absolutely crazy right now. And very popular in the data scientist, Dave, our research has shown that MongoDB has surpassed Hadoop in terms of popularity, in terms with data scientists. But in the IT pros category, Hadoop is more popular than TenGen's MongoDB. So you're saying you're not running MongoDB with Hadoop? Is it an H-based competitor? Is it an H-based competitor? It's a whole different system, a different stack, but you're not running it on Hadoop? No, no. Okay, so it's another fork. No, it's a separate opportunity, right? Just like Cassandra, React, all these other databases. So Cassandra run on Hadoop, right? We have violin memory systems. We have Bill Schmarzo, the dean of Big Data coming on. He says CTO for EMC, he's out in the field, he's an architect, and he's talking to customers. So we're going to have a customer perspective this day. We're going to have some great EMC guests on. We're going to have some great Oracle architects on. Don't forget, we got Larry Ellison coming on. He actually won't be in the hot seat here, but we will pipe through his keynote. I just got a text that said he might be swinging by later, so watch SiliconANGLE.tv for Larry Ellison. He'll be here. We have a seat for him. And Larry, as soon as you get down here, let us know we're in the 1900 section of the floor, Moscone South, looking forward to having Larry Ellison on the cube on SiliconANGLE.tv. Yeah, so that'd be good. We'll definitely broadcast this keynote, have some commentary, and maybe you'll come by afterwards and talk to us about it. So his keynote starts at about 2.45, 2.30-ish this afternoon. We'll be... I think 3.30. 3.30, we'll be carrying highlights. And of course, epic commentary, independent analysis here with SiliconANGLE, Wikibon, live tweeting. We're going to have some, we're going to go up against Ray Wang's tweets. Like we always do, he's got a point of view. We have an angle. We're going to have fun with Ray and all the people on the Twitter stream. Really, well, that's where the action's done. That's where the crowd will be curating the commentary. We'll be there leading that. Also providing video commentary and breaking analysis exclusively here on SiliconANGLE, Wikibon. So buckle up for a great day in day two. This is theCUBE on SiliconANGLE.tv, SiliconANGLE.com, with Wikibon.org, providing the great analysis. This would not be possible without QLogic support and all of our sponsors who allow us to come here and do our great independent analysis. So we appreciate QLogic. Come to the QLogic booth, tell them that John sent you and you get a 10% discount on fiber channel cards. 20%. 20%. I think you go for 20. You got Papa John's ad? Yeah, 20% discount. Just say John Furrier sent me. I want a fiber channel card. I want some switches, FCOE. They have it all. QLogic's awesome. I want to thank QLogic. We'll be right back with great coverage here live at SiliconANGLE.tv's Oracle Open World from the show floor. Oh, look at this. The cube is this conceptual box, if you will. And we bring people inside of the cube and then we share ideas. The cube is a comfortable place. It's a place where people feel happy and are happy to share their knowledge with the world. And we're happy to be ambassadors of that knowledge transfer.