 I'm in Juniper, although I've been breaking some stories. I've been kind of critical of Juniper. I've always felt that Juniper's product leadership has been phenomenal. The mobile and software focus is very relevant. I think open flow is an indicator of where the market's going on the converged networking side. You know, marketing-wise, I need a little help, I think, over there in terms of getting the word out. Always been under the shadow of Cisco, and Cisco's just been twisting in the wind for the past three years, Dave, and just the Q fabric, flattening of the network. East-West is really the trend, and then the question is, is it going to go to the software side? So what I'm watching is, I'm going to be at the open flow symposium on October 26th. We're going to go in, I'm going to dig in the trenches there, and what I'm watching is, he mentioned big switches, which is in Palo Alto, met those guys. There's another company that's just got like $60 million, such with the, and I don't know the name of it is, you know what that company is, it's suddenly, no. I'm going to shoot. Why don't more networking companies found a mobile? Nacera, Nacera is the thought leader in the space. A little bit over, big switch, 60 million rays. This is top of the rack stuff that's a threat to Juniper and Cisco on the hardware side, but I just see the software network side being a big part of that. And the question is, is on the developer community, can the open source side take up the Juno space and win there? I mean, I think Juniper's got a good play there. I think there's still some open jury there. Mobile security, I think is a hotspot for them, that they're doing well in. I like the mobile security. Are there any more networking companies found mobile than what Juniper does? Well, Juniper was early on mobile, and what happened is, you know, I'll see Apple was out there, out of the poster child of mobile, just the user uptake. I mean, just now we were at SAP, we saw Sapphire put up data analytics using the iPad. So the mobile uptake as a workforce IT platform just hasn't evolved as fast as it should. People still run on Blackberries. So, you know, I think this year you'll see a lot more mobility. And that's to me, the consumerization of IT. So you got the consumerization of IT is still lagging on the enterprise side. The cloud and the infrastructure convergence side is still developing. So I always felt that Junos and mobile is a good strategy for them. It's just that I don't think the market has moved as fast and has shifted a little bit. And with big data and cloud, we're seeing that now. And it's kind of confusing. Well, it seems like you would want to be there, right? I mean, that's the, we were just talking earlier about Apple, the most valuable tech company. Why is that? It's because of mobile. We're talking about the lack of Oracle's mobile. You pulled up Juniper's stock price. It's down from 17 from 45. I think they got hammered in the marketplace in the past. Well, they missed earnings, but it's climbing back up. There's been some insider buying. That's, you know, I don't know if that's up. Well, I mean, I think that, you know, Eddie comes from Microsoft. Kevin Johnson's a great executive of there. He's not a slouch at all. He's solid. They have a fundamentally strong engineering focus and their product leadership is really, really good. They're just not the marketing machine that Cisco is. And Cisco has got a huge arsenal of dollars. We know that. We've talked about this. Cisco, the 800-pound gorilla of Juniper, we called the innovator, an HP, the commoditizer, is that what we said? They didn't like when we said that. But I think, you know, if you look at Junos, what they're doing there, and the Q-fabric, that's a relevant architecture. The question is, with cloud, kind of cloud washing, overlaying that, you've had some confusion. And I think Junos has been watered down a bit in the marketplace by that messaging. And I think, you know, they didn't have the muscle to really kind of amplify that. But I think they're in a good position. I think they have a good beach head. And when the app stores come to the enterprise, which they are now, then you'll start to see Junos. You'll start to see the benefits of this architecture, because now, when enterprises have to deploy services like SOA, like stuff, the catalog of services, then you're going to see the benefits of mobility. You're going to see the benefits of the network switches. Don't you think, the vision of App Store for the enterprise, I think, is real. We saw that at SAP Sapphire. It feel like it's really nowhere. Oracle's kind of giving it lip service. But that really is the vision. A lot of CIOs we talked of, Citrix Synergy as well, was another show that we were at where a lot of the CIOs in the crowd were talking about developing the App Store for the enterprise. I mean, it felt real. So we got some breaking news here from coming across the wire. SiliconANGLE has got a story coming out that suggests that leaked sales numbers from Amazon Kindle fire on track to outsell the iPad. So that's pretty significant product news that the iPad might be outsold by the Kindle. Again, this to me is really what I was trying to emphasize with HP. If this is true, and we're going to have a story in the sun, go to SiliconANGLE.com, look for the story. If the leaked sales numbers suggest that the Kindle fire is outselling the iPad, this is going to be a direct proof positive that HP needs to stay in the tablet business because when HP dropped the price of the touchpad, that thing sold like hotcakes. And that means that the price point is if it can get down to a certain point, the indifference by the brand will be a factor. In other words, if the iPhone 4S, for example, $600 and the iPad continues to stay at high price, that's going to be the boutique jewelry of tech. And then you see the price points drop lower. You'll see massive sales. That's a direct threat to Apple. And that might be one of the reasons why Apple stock price is dropping. So $600, what can I get a state of the art Android phone? Well, I was actually at Best Buy last weekend to get my son a new Xbox. A really nice one. What's it cost? Really nice Android phone. Like best Android, HTC Android phone. Dave, how much? Three or four hundred? All right, so that's a pretty significant premium for the iPhone that you're at. I was at Best Buy this past week and buying my son a new Xbox and who walks in is John Doar. Kleina Perkins, he runs the iPhone over there. And so I'm looking at the mobile phones. I was browsing actually the netbooks. For $299, you can actually get a full netbook. Laptop. And so the price points have dropped down on the commodity side. That's going to absolutely happen on the Android as well. And if Apple continues to have the price margin, a street price so high, you'll see a massive consumer uptake of the low end market. And that's a direct threat. This is what happened the last time Jobs left Apple. You had John Scully, who basically wanted to make sure that every PC that they sold had a, you know, 50 plus percent gross margin. And they kind of priced themselves out of the market. Windows came in. It was the volume leader, price kept dropping. It was good enough. Why doesn't the same thing happen with Android? Also breaking news from Kara Schwisher, Federated Media Buys, legit networks might, you know, take is that some developers, according to Markers and Hopkins, weren't thrilled with the quality of the product. Traffic, basically it's a traffic sucking machine. And when you take traffic away from bloggers, they lose money. So, you know, a lot of changes going on. We heard from Juniper Networks. And you know, I think just overall, the network environment right now, both on the internet and hardware, it's just crazy. So, you know, you're going to see consolidation. We heard that last yesterday and that will continue to happen. And, you know, it's just crazy, Dave. Yeah, so we're here live at Oracle Open World. This is SiliconANGLE's continuous coverage of Oracle Open World 2011. We're here in the Moscone Center in San Francisco. We are inside theCUBE. theCUBE is the place where we bring in all the best guests, the executives, the end users, the bloggers, the analysts to share their knowledge with you, our community. A lot of this is probably new. A lot of you may not be familiar with Oracle Open World. A lot of new parlance. You know, we're talking about, you know, VMs and OVMs and all kinds of, you know, other tech terms, a lot of new acronyms. Well, go to siliconangle.com. Go to siliconangle.tv. Check out the videos. Go to services angle. Go to wikibon.org. Wikibon.org is a place where peers meet and share ideas and solve challenging problems. Sign up for Wikibon. Get invitations to private meetings to interact with your peers. So check out those resources. If you have a question, hopefully we have an answer. Let us know. Tweet us so furrier at D-Valente and we're here to help. So we're going to play in picture-in-picture, Siri Accelerator interview from South by Southwest 09. This is our first CUBE.