 Dave Icelon, a company that we know a lot about. He's doing very, very well at EMC, but a big success story here from here. You know, the CEO, Paul, we met last night, Dave, great guy, but you know, they're just venture backed. They're growing, they have some cash in the bank in the sense that they're not a bootstrap startup. They're the real deal with venture capital and they got a good solution. And I think the insight that Aaron just said was interesting, you know, get to the database problem. It's kind of the Icelon for databases, putting the data out, queries out where the data lives. That's kind of a philosophy of kind of the Hadoop model, if you will, the MapReduce, et cetera. So, good trend, very relevant. And you know, in this hot M&A market, they may not last long if they continue to get the traction that they're getting. So, I'm not too sure. I like the whole new sequel. I think, you know, it was talking to Paul last night, the CEO, new sequel is a term need coined. And whenever you coined a new term, you really got to develop it. You got to invest in that brand. So, you know, it's always hard for a startup to use capital on marketing when you really should be continuing to get product out there and customer traction. So, it'll be an interesting balance on whether that will stay around. Not sure yet that Jerry's still out on that new sequel concept. So, we're here live, Oracle Open World 2011. The big story today, of course, is Mark Benioff, his keynote got canceled. And so, he had to take it across the street to the St. Regis restaurant. Now, of course, our John Furrier went in to the moved keynote, front row seat. And we were the only ones to have Mark Benioff live on theCUBE through Skype. John brought in his laptop and had Mark on, asked him several questions, asked him a great question. Do you think, you know, Facebook, the Facebook CIO was there and you asked Mark, do you think Facebook uses Exadata? Well, I mean, I think Mark Benioff, who used to work at Oracle, the story around Mark Benioff is that he was the apprentice to Larry Ellison and then left and started Salesforce.com, which people used for developing sales and funnels and all that stuff, been around, very successful. And now they're moving into the whole social world, a world of gamers out there, we got social media. And he points about Facebook. He uses Facebook as an example of the kind of company of the future. And that is, yeah, you'll have some Oracle in there, but Oracle will do one thing, one or few things really well, but you're not going to run your business on Oracle in the sense of the value. And Facebook is the company that he's talking about because they do have Oracle software and systems that, but it runs their accounting, general ledger as they call it. And that's just accounting and makes sure people get paychecks and print out checks, but they don't run their business. The Facebook application, Dave, does not run on Oracle. It runs on commodity servers, open source software. They use big data analytics with Hadoop and other environments, probably buying clusterics or they should buy clusterics. So that's really the future and that's not what Oracle's selling. Oracle's selling integrated proprietary, big iron, lock-in products. You've referenced several times this week the Mark Andreessen blog where he basically said, look, I run a portfolio company of companies and he does, right? The guy's obviously got some chops and he says none of them use Oracle. Now that is a change from 10 or 15 years ago where you might start a company. You'd go out buy a big server, buy a bunch of Oracle. So the people out there that's been around as long as we have in the industry know, but the younger than us might not know that Mark Andreessen was the founder of the browser, essentially which drove the whole web, worldwide web. And he knows this stuff and he was being polite in that blog post so he's basically saying it in that way but he's basically thinking a hard line. Mark Andreessen's also on the board of Facebook. He's also on the board of HP. He runs a venture capital firm called Andreessen Horowitz with his friend Ben Horowitz and those guys see a lot of action. They know what's going on so for them to take a strike at Oracle he's got no real agenda other than the fact he's on the HP board to put that out there. So it's interesting. And the other story about HP, Dave, is that HP has an interest in this with Oracle as well and there's a war going on between HP and Oracle and that's where Mark Andreessen's on the board of HP. That's the only issue we can call on that. Yeah, so just a quick market check. The market's rebounded nicely today so we've seen Apple come back, John, you called the low. Not quite the low but you basically said, hey, this is a buying opportunity. Apple's up nicely now. Apple's up probably about five today. Let's take a look. Yeah, so Apple has rebounded really beautifully. It's up almost six points, a percentage and a half. You can see the lows were down around 360 when John Furrier said, hey, this is a buying opportunity. It's up to almost 380. Well, the Apple stock dropped significantly yesterday because of the iPhone 4S announcement. A lot of people were expecting the iPhone 5 Dave and that was the real, I think the primary interest in the stock drop. They weren't sure if that was a signal or not and what happened was people realized that the iPhone 4S really is an upgrade from the 4 in the sense that it's really built from the ground up with dual radios for GSM and CDMA. It has 1080p video. It has eight megapixel camera. It's got iCloud which will replace Mobile Me on October 12th and iOS 5. So significant upgrade for the iPhone 4S. Big, big announcement. And comparing interest, Apple with Oracle, because we're live in San Francisco right now at Oracle Open World. Oracle's trying to be the apple of the enterprise. Not sure. I would compare the two. Apple's disruptive, they're innovative. Oracle's an incumbent. Extracting rents out of their existing stall base. Not known for innovation. Not even known as a fast follower, according to Jim Lundy, ex-Gartner analyst. There are some similarities, right? They've got hardware and software engineered together and they've got a dynamic CEO. But Apple's all about simplicity. Cloud is all about simplicity and openness. And even though Apple's not open in a lot of respects, it's simple. And like you said, it's innovative. And so, Oracle's very complicated. And just doing some of the things that we've done here this week. So we have our next guest is Pauline from Intel. Okay. Oh, Pauline's here. Fantastic. She's next. We have time to jump right in right now. Do you want to do a reset? Okay, let's do a reset. We're going to do a quick reset and we'll be right back with Intel. We'll be talking about data center trends and microprocessor trends. We'll be back right there. We'll be back with Pauline Nist from Intel, general manager of the data center group. I've been in the industry, she's going to share her insights.