Quality Systems and its Horsham-based NextGen Healthcare continue rapid growth; NextGen reports first payment to client for "Meaningful Use"

Quality Systems, whose business consists primarily of NextGen Healthcare of Horsham, reported its earnings last week. For its 4th quarter, net income was up 42% on revenue growth of 24%. For the full 2011 fiscal year, revenue reached $353.4 million, up 21%, and net income was $61.6 million, an increase of 27%.

Quality Systems' market value is now $2.5 billion; its shares are up to $86 from $56 a year ago.

NextGen Healthcare, whose electronic health record (EHR) systems are targeted primarily towards smaller medical practices, is benefitting from the Obama Administration's HITECH Act of 2009, which offers significant subsidies to physicians who convert to EHRs and achieve the government criteria for "meaningful use". NextGen reported last week that one of its clients just became one of the first providers to receive payment for demonstrating meaningful use.

NextGen Healthcare says it has more than 1200 employees.


Conshohocken's SeventySix Capital changes name again, to A&I Ventures

Conshohocken-based VC firm SeventySix Capital, which had rebranded itself from ETF Ventures a little more than a year ago, has changed names again: it is now A&I Ventures.

A&I describes itself as "the venture investment arm of Artists & Instigators", which is fashion designer and entrepreneur Marc Ecko's "venture innovation company". A&I lists as its founders SeventySix Capital partners Wayne Kimmel and Tony Bifano, in addition to Ecko. It is not clear yet how this latest rebranding will be reflected in its funding or strategy. Active portfolio companies include Fisker Automotive, which has recently begun production of its first electric car model and is scheduled to begin manufacturing on its second model next year at the former GM plant in Wilmington, Marc Ecko Entertainment, focused on mobile gaming, and Philly-area startups Visibiz and PackLate.

SAP Ventures invests in ad technology firm OpenX (Reuters)
First Round Capital an earlier investor.

Arris Sets Sights on SeaChange (Light Reading Cable)
Both are important suppliers to Comcast.

Comcast consolidates the Peacock (Equity) (Fortune:
Term Sheet)
Some more details on Comcast/NBCU VC consolidation.

Bloomberg Threatens FCC Complaint Over Comcast Neighborhooding Condition
Comcast Says Condition Was Misinterpreted
(Multichannel News)

SAP's 'Ramp-Up' program fingered in ERP lawsuit
SAP allegedly enticed Marin County officials into joining an early adopter program, leading to a failed software project
(Network World)

Philly Tech TidBits 5/26/2011

Veteran Philly-area entrepreneur and VC (NextStage Capital) Terry Williams is preparing for the launch of his new venture, Cross X Platform. Cross X will take a minority stake in IT services firms (a business Williams knows well since he founded and later sold TWC Consulting) and provide a technology platform and shared services to help them streamline their operations.

Philadelphia-based Evolved Capital launched in late April after about a year in beta. It provides a platform to help VCs and others in the venture ecosystem manage their portfolios, deal flow, and term sheets. Evolved Capital was founded by Geoff Myerson, who previously was with GlaxoSmithKline venture arm SR One and is also currently Managing Director & Co-founder of Life Sciences venture advisory firm Locust Walk Partners. He was named by the Philadelphia Business Journal as one its "40 under 40" in 2010. Co-founder Nick DeLong worked at Lockheed and then got his PhD from Penn.

Another venture with a similar "platform for services business" model, Hockessin, Delaware-based Careerminds, has completed raising $1.3 million in venture capital from several investors, including Gabriel Investments and Trestle Ventures of Philadelphia. Careerminds also appointed former Drake, Beam, Morin CEO Jack Gavin Chairman. The company is trying to use web-based outplacement and career transition services to streamline the outplacement business.

Although Cloud billing vendor Aria Systems has its headquarters in the Silicon Valley now, its Philadelphia-area R&D center continues to expand. Aria recently moved down West Chester Pike from Media to a larger office in Bromall. The company raised $20 million in new venture funding in February.

Fort Washington-based IT Consulting has rebranded its cloud computing service, formerly known as the SharedVision Universal Plan, as NearCloud. IT Consulting, which specializes in managed network support services and custom application development for clients in the Mid-Atlantic region, has three separate offerings for small, medium, and enterprise businesses. The company also emphasizes that all of its clients are within 100 miles of its server locations.

DBA Technologies of Warrington has launched a new website at http://www.dbatec.com/, as part of a broader rebranding effort. DBA Technologies, a custom software design and business solutions provider, was founded by David Bassion over 20 years ago while he was working for his Masters in Computer Science at Drexel. PR firm Furia Rubel handled the website redesign and branding initiative.

Kris Jones, who founded affiliate marketing firm Pepperjam of Wilkes-Barre and sold it to GSI Commerce a year ago after some ups and downs, has a new venture. ReferLocal will offer its members special deals starting in Northeastern Pennsylvania, with plans to expand elsewhere.

The publication RCR Wireless is bringing its Wireless Global Tour and Conference Series to Philadelphia in early June, highlighted by the RCR Mobile Broadband Philadelphia: Applications & Infrastructure Conference to be held on June 8 in partnership with the PA Wireless Association and Mobile Monday Mid-Atlantic. Agenda here.

Comcast Taking Video Delivery Into the Cloud (Gigaom: NewTeeVee)

Ebersol’s Parting Thoughts (Wall Street Journal: Daily Fix)

Comcast Interactive Capital and Peacock Equity Fund Combine to Form Comcast Ventures
Amy Banse Named Head of Funds
(Business Wire)
Most of this had been indicated prior to the merger being completed.

Capgemini to Support SAP Apps on Amazon's Cloud (PC World)

Q1 Online Ad Revenues $7.3 Billion, Search Nearly Half (Search Engine Land)

Daily Links 5/25/2011: SAP Confirms 2011 Forecast, Wants To Improve Communication

SAP Investors Urge Co-CEOs to Detail How $28 Billion Target Can Be Reached (Bloomberg)

SAP Confirms 2011 Forecast, Wants To Improve Communication (Dow Jones via Fox Business)

Analyzing The Real News Stories of Sapphire Now 2011, Part One: The Impact Of HANA (Enterprise Irregulars: Jon Reed)

Philly Area companies Dell Boomi and Synygy win CODiE Awards (PR Newswire)

Comcast Hits 20 Billion On Demand Views (Hollywood Reporter)

Comcast asserts right to set rates
Says Boston’s bid for control ignores competition
(Boston Globe)
Meanwhile, Vermont Senator Bernie Sanders is pressuring the FCC to let Vermont regulate cable rates within the state.

As New Owner of NBC Universal, Can Comcast Merge the Corporate with the Creative? (Knowledge@Wharton)

Xerox Acquires NewField IT; Extends Managed Print Services Capability (Business Wire)
UK-based managed print services provider's US operations are based in Philadelphia.

Dell Expands Desktop Virtualization Solutions Portfolio (Business Wire)
Partners with King of Prussia's Devon IT on thin clients.

How Kenexa CEO Rudy Karsan is Making the Salary.com Acquisition Work (Forbes Blogs)

One Year Later, AdMob Making Its Mark on Google
Mobile Display and Search Integrated Into Larger Infrastructure
(Ad Age)
AdMob was started out of Omar Hamoui's dorm room at Wharton. Hamoui, who left Google last year, just introduced the first app from his new venture, Churn Labs, at TechCrunch Disrupt.

Transcend United, LiquidSpoke Merge To Become UC Powerhouse (CRN)
Springfield, Wayne-based Unified Communications VARs combine forces.

Philadelphia Water Department to adopt water infrastructure capital planning software (WaterWorld)

Facebook: pharmas must enable comments by August 15 (Medical Marketing & Media)


Daily Links 5/24/2011: Comcast CFO Angelakis at Barclays Capital Conference

I often find Comcast CFO Michael Angelakis to be entertaining; he can be blunt, where many CFOs are more reserved because they are more concerned about stepping on somebody's toes.

Comcast CFO Warns of More Exec Changes at NBCUni (Hollywood Reporter)

Comcast boss on sports, parks, deals, Internet pricing (Philly.com: Philly Deals)

Webcast of Comcast's Angelakis at Barclays Capital Conference

NBC's new deal with affiliates may be topic of discussion at FCC (LA Times: Company Town)

Dish CEO Says DirecTV Merger Possible in Present Regulatory Environment (Bloomberg)

Clearwire 'Wasted' Money Early On, says Sprint CFO (Wireless Week)

Cox To Stop Building Its Own 3G Wireless Networks
MSO to Use Wholesale Agreement with Sprint Nextel to Reach More Than 50% of Footprint in 2011
(Multichannel News)

Who's The Top Innovator: SAP Or Oracle? (Information Week)

Traditional databases will eventually wind up in RAM (DBMS2)

Philadelphia-area firms fund Quantum Global Technologies (Philadelphia Business Journal)

Transcend United Technologies and LiquidSpoke Merge to Become One of the Nation's Largest Unified Communications Technology Resellers (Business Wire)
Combined company will remain headquartered in Wayne.


With Rosetta acquisition, Publicis continues to build digital Health Marketing juggernaut

French advertising giant Publicis last week announced its acquisition of Hamilton (or Princeton, depending upon which story you read, though the actual headquarters address is Hamilton), NJ-based digital marketing agency Rosetta Marketing for $575 million in cash. While I have not been able to get exact figure for how much of its revenue currently comes from healthcare, a Rosetta press release from July of last year put the figure at $60 million, which appears to include the acquisition of New York-based Wishbone at the end of 2009. Rosetta projects agency-wide revenue for this year of $250 million. It currently employs about 1100, and expects to increase that number to between 1350 and 1400 within the next year. Rosetta was founded in 1998 and was the second largest independent digital agency in the U.S in 2010 according to Advertising Age.

This will put Rosetta under the same corporate roof along with two Philly-based Publicis agencies; Digitas Health and Razorfish Health (the music on Razorfish Health's homepage will blow you away if your volume is set high). Digitas Health traces its roots back to Philadelphia's Medical Broadcasting Corp, which Digitas acquired in 2006, and is run by Medical Broadcasting cofounder David Kramer. Later that same year Publicis acquired Digitas for $1.3 billion. Digitas Health's annual revenue is cited by major trade pubs as being more than $150 million, and its website says it employs more than 600.

Razorfish, which had been acquired by Microsoft as part of its acquisition of aQuantive Inc. in 2007, subsequently was sold to Publicis for $530 million in 2009. Razorfish's health/pharma/meds practice was broken out as Razorfish Health, a stand-alone agency, last year, and is managed by Razorfish/i-Frontier veteran Kathy Thorbahn (i-Frontier was acquired by aQuantive in 2002, and later merged with Razorfish). MedAD News put Razorfish Health's 2010 revenue at $20 to $25 million, with 160 employees.

Publicis also owns several other health-related agenices, including Newtown-based Saatchi & Saatchi Healthcare Innovations.

Publicis says it intends to continue to manage these as separate businesses. As is the norm in the industry, large agencies tend to maintain multiple separate entities that reflect different specializations, and also to avoid competitive and possible ethical conflicts that can limit growth. Publicis Chairman Maurice Levy said Rosetta brings digital marketing consulting services to the global organization, commenting, "Rosetta is very different from Digitas, which comes from the direct-marketing world. And Razorfish is coming from the world of digital agencies." The Rosetta acquisition will push Publicis' percentage of digitally-derived revenue to over 30%. Rosetta will also remain independent of Publicis' digital umbrella organization VivaKi, of which both Digitas Health and Razorfish Health are a part.

Rosetta founder & CEO Chris Kuenne is an interesting guy with some local roots and a devotion to rigorous strategic analysis and measurement. Kuenne spent several years as a marketing manager for J&J consumer brands such as Tylenol and Band-Aids before going out on his own. His father taught economics at Princeton. Here is a recent piece Kuenne contributed to Business Week on managing corporate culture.


Off topic: Why Ted Kaczynski could have been responsible for Tylenol Poisonings

Back in the 1990's I was following the Unabomber case and developed a curiosity about what kind of person could be responsible for these crimes. I became particularly intrigued by the Unabomber's persistent use of symbols, such the names of people, organizations, streets or places, that were associated with his targets and seemed to suggest part of his motive. They were often words related to wood, trees or forests.

When Burson-Marsteller PR executive Thomas Mosser was killed by one of the Unabomber's devices at his New Jersey home in 1994, one thing I particularly remember reading in the aftermath was that Mosser had personally been involved at Burson-Marsteller in helping J&J in its widely praised reaction to the Tylenol poisonings in 1982. (While I have not been able to find an exact citation to confirm my memory, Burson was involved and I did come up with a quote of Mosser mentioning the Tylenol crisis in a speech). The thought was that if Mosser or his firm had been publicly identified as having helping J&J ameliorate the impact of the crisis, that could have been a motive for targeting him and a nexus between the two cases.

After Ted Kaczynski was captured in 1996 and proven to be the Unabomber, I started exploring the information publicly available about him, the Unabomber case and the Tylenol case, and saw some striking patterns. I composed a rough draft laying out the case that Kaczynski could have committed the Tylenol poisonings, that they were consistent with his modus operandi in many ways, and consistent with Kaczynski's bizzare, obsessive thought processes and the use of symbols to act out against things that angered him (including genetic engineering and mining). The draft appears to have last been updated in 2003, although for a number of reasons I was not able to pursue it further.

With the recent confirmation by the FBI that it was seeking a DNA sample from Kaczynski, among others, as part of continuing investigations into the Tylenol poisonings, I thought I would go ahead and put out my unfinished draft with all its faults. There are, hopefully, only a small circle of people in the world capable of remotely murdering multiple innocent people, and he has already been established to be one of them. Given that and the other facts I present, he should be considered a suspect in the case.

The original draft follows:

I believe that Theodore Kaczynski, the “Unabomber”, may have also been responsible for the Tylenol Murders in Chicago in the fall of 1982. This hypothesis was reached by analyzing the combination of symbols expressed by the Tylenol Murders. As a mathematician, Ted Kaczynski manipulated symbols to solve equations. This is the way he thought. As the Unabomber, Kaczynski often used symbols to express his anger at the forces that where threatening the values of the natural world that he claimed to be protecting. In carrying out the Tylenol poisonings, he was combining two such symbols: the use of the poison potassium cyanide, and the target of Johnson & Johnson, the manufacturer of Tylenol. He also had an intimate familiarity with the Chicago area where the tampered pills were planted.

Why Johnson & Johnson?

Kaczynski's hatred of biotechnology is well documented. In the early 1970s, after abruptly leaving his teaching post at Berkeley, he wrote a long essay that opposed funding for scientific research, particularly in the field of genetics. In the hope of getting his essay published, or at least publicized, he sent it to columnists around the country. As the Unabomber, several of his targets were scientists working on various aspects of biotechnology, or computers which he said would make genetic manipulation more possible. His manifesto warned of the dangers of genetic manipulation to human freedom. To this day, he continues from prison to assail the biotech industry. In a 2002 article titled “Hit Where It Hurts”, he singles out biotechnology as the key battleground for radical action against the “techno-industrial system.”

In 1982, the biotech revolution was just getting started. Endless articles extolled the discovery of recombinant DNA and the potential scientific and commercial applications of gene splicing. Much of the commercial research was taking place at smaller startup companies, but the large pharmaceutical giants were beginning to invest in and make acquisitions of these small companies. A major participant in this arena was Johnson & Johnson. Kaczynski, who kept up with the news in his frequent visits to the tiny Lincoln, Montana branch library and periodic visits to the larger Missoula, Montana library, often read The New York Times. He may have seen an article such as this, from the May 13, 1982 edition:

Johnson & Johnson In Deal With Enzo

The Johnson & Johnson Company said that it had signed a letter of intent with Enzo Biochem Inc., a genetic-engineering company based in New York, to develop and market Enzo's DNA-based diagnostic products. Johnson said it would spend $14 million to purchase 850,000 of Enzo's common shares, or 14.6 percent of the stock outstanding. It would also provide $6 million over the next two years to support Enzo's research and development. Johnson said it intended to obtain the exclusive rights to market all of Enzo's products. Securities analysts said that the arrangement was similar to others Johnson had worked out with small technology and gene-splicing companies. “Sometimes their intention is to buy out the whole company,” said Robert C. Dunne, an analyst with Simpson & Company. “But more often they're just looking to get the products. They do seem to be getting a bit more aggressive, though, particularly in the medical high-tech area.”

Thus Johnson & Johnson may have become a convenient target in Kaczynski's attack against the biotech industry. It is also interesting to note that the name of J & J's founder was Robert Wood Johnson. As the Unabomber, Kaczynski on two occasions targeted men with the name “Wood”, Percy Wood in 1980 and Leroy Wood Bearnson in May, 1982. In fact, in the bomb sent to Percy Wood references to “wood” occurred three times in addition to the victim's name: the bomb contained wood pieces, the book enclosed in the package was published by Arbor House, who's logo was a leaf, and the phony return address was Ravenswood Street. Johnson & Johnson's headquarters is in New Brunswick, NJ. Brunswick derived from German, roughly means “brown” or “wooded town.” J&J's cofounder was Robert Wood Johnson. Another tree connection; although Tylenol itself does not contain Aspirin, the chemical that was eventually synthesized as Aspirin was originally discovered in natural ingredients, most notably the bark of willow trees.

Kaczynski may have hoped to cripple, if not destroy, Johnson & Johnson and inhibit its ability to invest in the biotech area. However, due to quick work on the part of J&J to recall, repackage, and re-launch the product, Tylenol survived and quickly regained most of its former market share. And more importantly, Johnson & Johnson's image as an ethical, caring company not only survived but actually may have been enhanced. Much of the credit for this was attributed to an excellent public relations campaign. Integral to this campaign were the efforts of J&J's PR firm, Burson Marsteller. In 1994, Burson Marsteller executive Thomas Mosser was killed by a powerful bomb sent to his home on Aspen Way in North Caldwell, New Jersey by the Unabomber.

(Note: I believe that Mosser was personally involved in the J&J effort, though I have not been able to verify this. The closest I have been able to come to making the connection is this quote by Mosser from a speech he gave at his alma mater St. Bonaventure: “What is public relations?" Mosser asked in 1985, when he received the Alumni Service Award. "It's not writing press releases. It's getting people to ask 'Where's the beef,' and having an impact on Wendy's business. It's telling Johnson & Johnson how to best minimize the damage from the contaminated Tylenol. It's helping Union Carbide live through the tragedy of Bhopal, India. It's running an Olympic torch across the United States in 82 days and answering Coca-Cola when they ask 'What's next?'.”)

In a letter, Kaczynski described his motive for the Mosser slaying:

"We blew up Thomas Mosser because he was a Burston-Marsteller(sic) executive… Burston-Marsteller is about the biggest organization in the public relations fields. This means that its business is the development of techniques for manipulating people's attitudes”.

Whether Mosser was personally involved in the J&J/Tylenol effort, or whether Kaczynski knew of this, remains unclear. But Burson Marsteller's connection to Johnson & Johnson was well known.

Why Cyanide?

By the 1970's, cyanide heap leach mining was coming into widespread use as a way to mine gold. Cyanide heap leach mining involves extracting large amounts low-grade ore, and then spraying them with a sodium cyanide solution. The cyanide develops a chemical bonding with the microscopic pieces of gold in the ore, allowing the gold to be extracted. The cyanide solution is then contained in ponds with liners to supposedly prevent it from leaking out. Heap leach mining allows for the economical mining of gold that previously could not be profitably extracted.

Environmentalists, however, claimed that the liners could easily break or rupture, releasing the cyanide solution into the ground and water system. Mining companies asserted that even if this happened, the cyanide would quickly lose its toxicity and become harmless to the environment. The environmental community contested this, and pointed to various cyanide spills that had occurred as indications of the potential dangers that existed.

The town of Lincoln, Montana was a center of mining activity. The use of cyanide in mining had a long history in the Lincoln area, dating back to 1908. However, these operations were on a relatively small scale. (See http://www.deq.state.mt.us/Rem/mwc/linkdocs/techdocs/99tech.asp for a history of mining operations in the Lincoln District.)

This article from The Missoulan in 2003 describes the impact that cyanide heap leach mining has left on the Montana:

Environmentalists say the technology leads to serious environmental problems. They say defunct cyanide heap leach mines that companies have left behind in Montana will require tens of millions of dollars to reclaim. Of the six major cyanide leach mines in the state, only one is still operating and four will require many millions of dollars in cleanup work beyond the reclamation bonds the companies have paid the state. Three were abandoned after their owner, Pegasus Gold Inc., filed for bankruptcy in 1998. Although Pegasus posted reclamation bonds for the mines, the bonds are tens of millions of dollars less than what is necessary to reclaim the mines. The state is now responsible for cleaning up the Pegasus mines.

The most notorious of those mines are Zortman and Landusky, bordering the Assiniboine and Gros Ventre Indian Reservation. Those mines will require an additional $33.5 million for complete cleanup. U.S. Sen. Conrad Burns, R-Mont., is trying to get the money from Congress, so federal taxpayers can pick up the tab.

A fourth Pegasus mine, Basin Creek, near Helena, also has been closed, but that has not yet cost the state money to reclaim. That mine will be used as a regional waste repository for other mine waste, said Warren McCullough, chief of the Department of Environmental Quality's Environmental Management Bureau.

Another abandoned mine, the Kendall mine near Lewistown, is the subject of a lawsuit brought by neighboring ranchers who say they've been harmed by the mine's waste. That mine is owned by Canyon Resources, the company that was hoping to put another heap leach mine near Lincoln when I-137 passed. The state has about $1.9 million from the company to clean up the mine; state officials are trying to determine how much cleanup will cost.

The only cyanide leach mine still operating in the state is the Golden Sunlight gold mine near Whitehall. The mine applies cyanide to rock in large, metal vats. McGee said abandoned mines like Zortman and Landusky are the kinds of mistakes he hopes Montana doesn't repeat. But he said he believes it's possible to protect the environment and have cyanide leach mining.

It is clear that Kaczynski had developed a deep antipathy towards mining and miners. In the book “Unabomber: The Secret Life of Ted Kaczynski. His 25 Years in Montana”, Chris Waits, Kaczynski's neighbor and closest acquaintance in Lincoln, recounts a litany of vicious, destructive and violent acts that Kaczynski is alleged to have committed in the Lincoln area. According to the book, Kaczynski wrote in 1975 about putting sugar in the fuel tanks of a mining truck and a diesel engine that powered a large mining drill. "Sugar in the gas is supposed to severely damage the engine because it gets in the cylinders and acts as an abrasive," Kaczynski wrote in his journal. "But I don't know if this works in diesels."

As Kaczynski said in a prison interview with Earth First, “But what first motivated me wasn't anything I read. I just got mad seeing the machines ripping up the woods and so forth..." Waits also believes that Kaczynski may have shot a miner from behind with a 30-30 rifle, which resulted in the victim's being partially crippled. While no such rifle was found when federal authorities searched his cabin, there was plenty of ammunition.

Lincoln would later become the center of a major environmental battle over the so-called “McDonald Project”. This would have been a large cyanide heap leach mine, located 8 miles east of Lincoln, that would have extracted as much as 4 million ounces of gold. To understand the significance of this location to environmental activists, one must realize that it is located at the headwaters of the Big Blackfoot River, memorialized in Norman McLean's “A River Runs Through It”. In 1998, Montana voters passed a statewide referendum banning cyanide heap leach mining, except for existing mines already using it. This law, though challenged, still stands today.

It is unknown whether the prospect of such a large-scale heap leach operation near Lincoln was known to Kaczynski back in 1982. But in that year, a large spill occurred at the Zortman Landusky mine. Some 780 gallons of cyanide-tainted solution leaked from a containment pond when a section of piping used in the mine's cyanide sprinkling system ruptured and released 52,000 gallons of cyanide solution onto lands and into creeks. Testing of the tap water revealed that there was a cyanide concentration of 3.2 milligrams per liter (mg/L), well above the drinking water standards and cyanide levels in the creek measures as high as 22mg/L. The community's local water system was shutdown.

(Note: I believe that the Zortman Landusky spill occurred early in 1982, although I still have to verify this. There were also several other smaller spills at Zortman Landusky during 1982.)

What is clear is that he hated what he perceived mining was doing to the Montana wilderness, that he on at least one occasion sabotaged mining equipment, and that he would have certainly been aware of the cyanide issue. He may have wanted to demonstrate to people just how deadly cyanide could be. The large spill at Zortman Landusky in 1982, which he would have certainly read about in the Montana newspapers, may have triggered his plan to use cyanide as a weapon.

The Tylenol Poisonings: Location and Opportunity

Kaczynski would have been very familiar with the areas in which the poisoned capsules were placed. The five known retail outlets in which the poisoned Tylenol was placed are as follows:

Jewel Foods, 122 N.Vail, Arlington Heights
Jewel Foods, 948 Grove Mall, Elk Grove Village
Osco Drug Store, Woodfield Mall, Schaumburg
Walgreen Drug Store, 1601 N. Wells, Chicago
Frank's Finer Foods, 0N040 Winfield Road, Winfield

All of the above addresses were within 21 miles of Kaczynski' parent's home on North Ridge Avenue in Lombard. It is also worth noting that for each store the address contained a bucolic, nature-evoking word, such as Vail, Elk Grove, Woodfield, Walgreen on N Wells, and Winfield. This is typical of The Unabomber's modus operandi. In particular, the selection of Elk Grove Village as a target is striking, since Kaczynski lived in the middle of a major elk population around Lincoln.

Although Kaczynski left the Chicago area to reside permanently in Montana shortly after he was fired from his father's company, Foam Cutting Engineers, in 1978, it is clear that he continued to make periodic trips back east to Chicago by bus:

“Eleanor Fulgham gave Kaczynski a ride into town to the Trailways bus stop one time in the mid-1980s. 'Ted was walking with a big backpack on his back and said he was going east to visit family,' she says”.

“Neighbors say Kaczynski's mother visited him in Montana, although she preferred to stay in a motel rather than his primitive cabin. She also wired money to her son frequently. Kaczynski apparently returned home to Illinois several times.”

The Psychology of a Killer

Most analysts of Ted Kaczynski have concluded that ultimately he was driven to kill out of anger and rage towards a society he could not fit into. The symbolism of his acts towards targets that he considered part of the “techno-industrial society” may have helped him to justify his behavior, but rage and hatred were the true motivating factors. This undated entry from his journal is very revealing of his motivations:

I intend to start killing people. If I am successful at this, it is possible that, when I am caught (not alive, I fervently hope!) there will be some speculation in the news media as to my motives for killing.... If some speculation occurs, they are bound to make me out to be a sickie, and to ascribe to me motives of a sordid or "sick" type. Of course, the term "sick" in such a context represents a value judgment.... the news media may have something to say about me when I am killed or caught. And they are bound to try to analyze my psychology and depict me as "sick." This powerful bias should be borne [in mind] in reading any attempts to analyse my psychology.

By 1982, Ted Kaczynski as the Unabomber had met with nothing but failure in his attempts to kill. His latest bombs, on May 5 and July 2, 1982, result in two wounded but no deaths. It would be three years before Kaczynski again struck as the Unabomber. Kaczynski may have wanted to speed up the timetable on achieving his desire to kill, thus planning the Tylenol Murders.

At first glance, the Tylenol Murders and the work of the Unabomber may appear to be somewhat dissimilar. But in fact, the both share one common and highly unusual characteristic: They were both “distance killings”. In both cases, the killer did not know his victims personally, nor did the killing at close range, but rather from a considerable distance. Most serial killers want to be close up to their victims, establish power over them, and see them suffer. (http://www.salon.com/ news/1997/11/14news.html). Serial killing is regrettably fairly common; distance killing is relatively rare.

There is also evidence that Kaczynski may have used poison on other occasions. His friend Chris Waits believes that Kaczynski may have poisoned several of his dogs, using strychnine.


I am presenting this as a hypothesis that Ted Kaczynski had the motive, the opportunity, and the will to commit these murders. To the best of my knowledge, this possibility has not been explored publicly. I could find no mention of it in my research. Whether the FBI has considered the possibility is not known. They did look into whether Kaczynski could have committed to Zodiac Murders in the San Francisco area, and apparently concluded that he could not have. Kaczynski's unpublished Montana journals may clear him of suspicion in the Tylenol case. Fingerprints that may have been extracted from the tainted capsules and bottles would help settle this issue if they were compared to Kaczynski's prints, if this has not been done already. But the argument presented here that the Tylenol killings represented two symbolic targets that were very close to Kaczynski's thinking - mining and biotechnology - should be considered.

Time to start a business is now (Philly.com: Philly Deals)

A Lost Chance at Redemption for Ebersol (New York Times)

Comcast executive hosts Obama fundraiser in June
(LA Times)
David Cohen, who also hosted a fundraising event for Obama during the 2008 election cycle.

Want To Get Rewards For Going Out? Good, Because LoSo Wants To Find You Free Drinks (TechCrunch)
West Chester-based LoSo launches in Philadelphia.

Daily Links 5/20/2011: Liberty Media Offers $1 Billion For Barnes & Noble

Updated: Liberty Media Offers $1 Billion For Barnes & Noble; Would Buy 70 Percent (paidContent)
Equity in B&N would be held in its Liberty Capital unit, which is slated to be spun off from Liberty Media this summer. Which suggests that this move is not related to QVC's strategy, since QVC would remain part of Liberty Interactive.

Tweet about FCC member’s new job at Comcast sets off firestorm (Washington Post)

Issa Asks FCC to Explain Baker’s Departure for Comcast After Deal Cleared (Bloomberg)

NBC's Dick Ebersol is a vanishing breed in button-down corporate media world (LA Times: Company Town)

Comcast, Moto Invest in CMAP Startup (Light Reading Cable)

Watch Out, iTunes! Verizon Could Push Its VOD Service Over-the-Top (Gigaom: NewTeeVee)

Verizon to swap unlimited data plans for tiers, shared family plans (Ars Technica)

Kenexa shares soaring Friday (Philadelphia Business Journal)

Marc Benioff on Salesforce.com’s “Monster Quarter” and the Road Ahead (All Things Digital)

Rooting for growth
Is Central Pennsylvania cultivating an environment for investment?
(Central Penn Business Journal)

Happy trails to Cris Conde (Finextra)


Josh Kopelman, SAP Ventures had LinkedIn stakes

First Round Capital's Josh Kopelman was a rather early investor in LinkedIn, which launched its IPO today. LinkedIn's offering was priced at $45, and the shares traded as high today as $122.70 before closing at $94.25; the company now has a market value of $9.1 billion. Kopelman invested in LinkedIn not through First Round but an earlier personal investment vehicle, Midas Capital. No word on the size of his stake, although it was presumably small, or when he invested.

Also, SAP Ventures, a unit of SAP AG, participated in a $22.7 million round in LinkedIn in late 2008. That round gave LinkedIn a valuation in excess of $1 billion at the time. SAP has worked with LinkedIn to develop applications to help connect its partner communities.

Daily Links 5/19/2011: Dick Ebersol leaves NBC Sports; Mark Lazarus named successor

DreamIt And Comcast Partner For New Program For Minority Entrepreneurs (TechCrunch)

Dick Ebersol to Leave NBC Sports (NY Times)
This New York Post article from about a month ago suggested this kind of conflict might have been brewing.

Dick Ebersol leaves NBC Sports; Mark Lazarus named successor (USA Today)

Comcast yanks funds for nonprofit after tweet about FCC Baker’s jump (Washington Post: Post Tech)
As I tweeted last week, it is Comcast's fate from now on to be thrown into one or two major media controversies each day. Comcast has now said this was a mistake and is trying to rectify
the situation, if the organization will accept.

Philly Fed Firms See Slight Growth in Business Activity (Business Wire)
Philadelphia Area’s Manufacturing Expands at Slowest Pace in Seven Months (Bloomberg)

Salesforce.com raises revenue outlook, shares rise (Reuters)

Liberty Media Makes $1 Billion Bid to Acquire Barnes & Noble (Mashable)
This is strange; not John Malone's typical kind of business.

Comcast Exec Wants 1-Terabit Optical Standard (Light Reading Cable)

Corning cites Verizon for fiber optic boom (Reuters)

Independent Mac retailers emerge from the Apple Store shadow (Computerworld)
Article features Philadelphia's Springboard Media.


Comcast exec downplays Baker backlash (The Hill)

The Fastest Growing Industry in the Country? It's Digital Voice (The Atlantic)

Wharton Start-Up, Chattersource, Helps Students Find Housing, Haircuts (Forbes: The Startup Economy)

[Baltimore-based] Millennial Media Is Said to Talk With Banks About IPO (Bloomberg)

News and Views from SAP's SAPPHIRE Now: 5/17/2011

SAP: In-memory to hit all applications; Collaboration, mobility in focus (ZDNet Blogs)

SAP Revs up Mobile Application Strategy (PC World)

SAP Goes After Oracle's Database With ASE (PC World)

ByDesign Follows a Familiar Path to the Large Enterprise (Feeding the SAP Ecosystem)

SAP Calls Itself an Innovation Company and Compares Itself to Apple (ReadWrite Enterprise)

SAP may appeal U.S. $345 mln Versata patent ruling (Reuters)

Daily Links 5/17/2011: Seeking "savoir-faire," Publicis buys Rosetta for $575 million

Publicis to Acquire Rosetta for $575M (ClickZ)
How will Princeton-based digital shop work with Philly-based Publicis units Digitas Health and Razorfish Health in Pharma/Med/Life Sciences, where Rosetta has a strong presence?

Seeking "savoir-faire," Publicis buys Rosetta for $575 million (Medical Marketing & Media)

Publicis Groupe to Acquire Digital Shop Rosetta for $575 Million
Marks Change of Heart for Fiercely Independent CEO Kuenne
(Ad Age)

Ben Franklin group announces investments of $2M (Philadelphia Business Journal)

HP: We Underinvested In Services, Says Apotheker (Barron's: Tech Trader Daily)

InterDigital Opens San Diego Outpost in Quest to Ease “Bandwidth Crunch” (Xconomy San Diego)

Philadelphia To Roll Out EHR From eClinicalWorks (Information Week)

Netflix Now The Largest Single Source of Internet Traffic In North America (TechCrunch)

Meet DOCSIS, Part 2: the jump from 2.0 to 3.0 (Ars Technica)

Daily Show mocks FCC's Baker for taking Comcast job (Ars Technica)

The Top 7 U.S. Cities To Find An IT Job Right Now (Forbes: CIO Central)
Philadelphia, Edison NJ are two of them, report says.

Philadelphia Must Catch Up on Open Government, Councilman Says (Government Technology)

Universal Business Payment Solutions Acquisition Corporation Announces Closing of its Initial Public Offering (Business Wire)


News and Views from SAP's SAPPHIRE Now

SAP, Dell Partner on In-memory and the Cloud (PC World)

What's coming at SAPPHIRE Now? (ZDNet Blogs)

SAP Upgrades Performance Management Suite (Information Week)

HP Moves Earnings Report Forward As Leaked Memo Blasts Stock (Silicon Alley Insider)
I doubt Leo is going to be showing up at SAPPHIRE.

ASUG Partners with Conshohocken's vcopious to Launch New Virtual Platform at Annual Conference (Business Wire)

Daily Links 5/16/2011: SunGard CEO Cristobal Conde steps down

SunGard Announces Chief Executive Officer Transition (Business Wire)
SunGard emphasizes that this is a long-planned transition for Cristobal Conde which has nothing to do with the company's sluggish performance in recent years. Some speculate, though, that it might be a step towards preparing for an exit (IPO or split-up?) for the PE firms involved.

City of Philadelphia Selects eClinicalWorks for Electronic Health Records (Business Wire)

Ernst & Young Entrepreneur Of The Year 2011 Greater Philadelphia finalists announced (Business Wire)

WSJ: data caps keep Netflix from "swamping the network" (Ars Technica)

Dish Network CEO Resigns (Light Reading Cable)
Charlie Ergen will remain as Chairman.

Greenblatt: NBC Will Add New Brian Williams Show to Schedule as 'Soon as It's Ready' (Hollywood Reporter)

The Uncertain Future of '30 Rock' (The Atlantic Wire)

Report: Comcast Wants Ron Meyer to Stay at Universal -- For Now (The Wrap)

Comcast Aims Metro Ethernet At Midsize Business
Services Portfolio Provides Capacity Up to 10 Gbps
(Multichannel News)

RCR Wireless News global tour set for Philadelphia (RCR Wireless News)

One Small Start-Up’s Plan To Get Customers To Notice: An IPO
(Wall Street Journal: Venture Capital Dispatch)
Israel-based WhiteSmoke, maker of English grammar software with US headquarters in Wilmington, plans IPO on the NASDAQ.

India owner sells Blue Bell software firm to Cerberus for $137M (Philly.com: Philly Deals)

Temple Opens Vault on Hybrid System (HPCwire)


SAP annual conference kicks off in Orlando today

SAP's big annual confab, SAPPIRE NOW 2011 AND THE ASUG ANNUAL CONFERENCE, kicks off today in Orlando and runs through the 18th. Although it is not in as turbulent environment as last year's conference, which followed in the wake of CEO-level changes (Leo Apotheker out, Bill McDermott and Jim Hagemann Snabe in) and occurred in the immediate aftermath of the Sybase acquisition, there are several key issues industry analysts will be watching closely:

One year after the Sybase acquisition, where does SAP's mobile strategy stand?

What tangible progress can SAP show for its Business ByDesign SaaS product line?

The positioning of other SaaS offerings such as Sales on Demand, which are intended to work in tandem with its on-premise ERP systems. Also, any indication of management direction in this area in the wake of John Wookey's recent departure.

Offering a more complete explanation of its strategy for its HANA in-memory database analytics technology.

How will SAP position the relational database technology it acquired through the Sybase acquisition?

An update on SAP's software maintenance strategy and related plans for "key performance indicators".

Observers will also be watching closely to see how in-sync top management team members appear to be with each other.

Another anticipated highlight will be Sting's live performance on Wednesday night.

Comcast is king of its empire (Cherry Hill Courier-Post)
A couple of newsworthy quotes from Comcast EVP David Cohen's South Jersey speech. Perhaps an NBC-type version of "60 Minutes"is coming.

Pac-12 TV deal: The ESPN-Fox partnership (San Jose Mercury News)
How they kept Comcast locked out.

3 Things to Expect From Hulu’s New Content Deals (Gigaom: NewTeeVee)

The Pirate Bay Blocked by Comcast? ISP Says 'No' (PC World)

Philly Fed's Plosser Says Federal Reserve Should Tighten in ‘Not-Too-Distant Future’ (Bloomberg)

Case Study: Saving Money by Analyzing Trends (MIT Technology Review)
Highlights one organization's use of QlikTech's QlikView.

Cloud computing pioneer Martin Odersky takes wraps off his new company Typesafe (San Jose Mercury News)
Startup to support Scala programming language.

Pace Snatches Moto's Set-Top Crown (Light Reading Cable)

Clearwire Shares Getting Pounded on Intel Sales (Wall Street Journal: Deal Journal)

Managing software hairballs NetSuite style (ZDNet Blogs)

SAP and Verizon Expand Agreement to Jointly Market Verizon's Managed Mobility Platform (PR Newswire)

SAP HANA - Adapt or Die? (Bluefin Solutions Blog)

Platform, Partners Key to NetSuite's Future (PC World)

Comcast annual meeting lasts 35 minutes (Philadelphia Inquirer)

Republican FCC Commissioner Baker Expected to Leave Post [and join Comcast] (Wall Street Journal: Washington Wire)

Comcast taps FCC Commissioner Meredith Attwell Baker for D.C. office (LA Times: Company Town)

Kerry asks FCC to review Boston cable TV rates (Boston Globe)

Comcast Outlines the Rapid Growth of Online Video (Streaming Media Magazine)

AT&T, T-Mobile chiefs grilled on merger plan
(Washington Post: Post Tech)

InterDigital Issues Financial Guidance for Second Quarter 2011 (Business Wire)
Lowers forecast, largely due to Japan earthquake impact and change in one customer's license terms.

An army of techies waging war on spam (Philadelphia Inquirer)

Daily Links 5/10/2011: Ally Financial looking to acquire ING Direct

Comcast defends its local rates for cable TV
City’s FCC plea could have minor effect
(Boston Globe)

YouTube Finally Opens Up Its Movie Rental Store For Real (Sort Of) (All Things Digital)
To include content from Comcast's Universal.

Comcast Self-Install Kits Let Subs Connect Without Truck Roll
Operator Charging $9.95 Shipping and Handling for Kits
(Multichannel News)

DreamIt Ventures Announces Its First Batch Of NYC Startups (TechCrunch)

Ally Financial wants to buy ING Direct, Post reports (Delaware Online: Delaware Inc)

PANL Drops 15%, But Even Bears See Bright LED Future (Barron's: Tech Trader Daily)
Universal Display is based in Ewing, NJ.

NetSuite aims at enterprises with 'unlimited' ERP push (Infoworld)

NetSuite Challenges Salesforce.com Software, Signs Groupon Deal (Bloomberg)

USA Technologies, Inc. Reports Results for Fiscal 2011 Third Quarter
Recurring Revenue - License and Transaction Fees - Up 79%, Total Revenue Up 50%
(Business Wire)

Angel Investment Tax Credit Proposed for Pennsylvania (TECHburgher)

Patent Litigation Comes To The Interactive TV Sector (MediaPost)

Rowan University gets grant to do virtual work for Camden and Vineland (Gloucester County Times)


The small, highly interconnected world of Home Shopping Channels: QVC, HSN, ShopNBC (and Comcast)

Liberty Media, which announced quarterly results on Friday, also said it expects to complete its long planned split-offs of both Liberty Starz (the movie channels) and Liberty Capital (which includes the Atlanta Braves and most of Berwyn-based TruePosition, among other holdings) this summer. This follows a favorable ruling the week before last in Delaware Chancery Court against bondholders challenging the split-offs; a vote for shareholder approval is scheduled for May 23.

That will leave Liberty Media with what is now called Liberty Interactive, consisting largely of West Chester-based cable shopping channel giant QVC. Liberty Interactive will then become an asset-backed company, instead of a "tracking stock" like Interactive, Starz, and Liberty Capital are now. A tracking stock is a strange financial device (in my mind) that has mostly gone out of fashion in which the holder does not actually own a legal share of the underlying assets of the company, but rather a sort of virtual share that reflects its value.

This transition has several implications, but one of them is, in the view of many analysts, that it will be more likely that Liberty will try to acquire the other two thirds of HSN (parent of Home Shopping Network) that it does not already own and integrate it with QVC. Liberty Chairman John Malone and CEO Greg Maffei have both suggested in the past that this might be a logical outcome at the right price. HSN has annual revenue in the $3 billion range and a current market capitalization of about $2 billion (see Home Shopping Network On Comeback Trail) ; QVC's annual revenue is about $7 billion and Liberty Interactive's market cap is over $13 billion.

What are Comcast's interests in this market? It owned a majority of QVC from 1995 until 2003, when it sold out to Liberty Media. Now, through NBCU it controls about 13% of Minnesota-based ValueVision, which operates under the brand name ShopNBC through a license from NBC. ValueVision, which was struggling not too long ago, has been doing better recently and has become a sort of "QVC West" as it has imported much of its top management team from QVC (including CEO Keith Stewart). ValueVision is still a relative minnow, with under $1 billion in revenue and less than universal cable distribution. Comcast has not commented on what intentions it may have for ValueVision. Some speculate that Comcast may seek to increase its stake or even try to take control of ValueVision, so it has a hedge against the domination of a possible QVC/HSN combination in the category and a way to participate more directly in the emergence of interactive ecommerce applications delivered through Cable TV.


Daily Links 5/9/2011: Comcast Scraps TiVo Set-Top Deal, But Will Open VOD Tap

GSI Commerce Announces End of “Go-Shop” Period, Early Termination of Antitrust Waiting Period and Record Date and Meeting Date for Special Meeting of Stockholders (Business Wire)

eBay Gets Closer To Closing $2.4 Billion GSI Commerce Acquisition (TechCrunch)

Dan Gross: Spielberg's in town for fundraiser (Philadelphia Daily News)

Comcast Xfinity On Demand Coming To TiVo Premiere DVRs (CrunchGear)

Comcast Scraps TiVo Set-Top Deal, But Will Open VOD Tap
Cable Operator Will Help Promote TiVo Premiere DVR Solution With Retail, Marketing Support
(Multichannel News)

Dish Network to launch wireline broadband soon (Denver Business Journal)

SAP has some explaining to do at Sapphire (Computerworld)

Why SaaS should not frighten megavendors (ZDNet Blogs)

Bentley Systems expands Dublin operation
110 new jobs in shared services, sales and marketing

QlikTech Expands with new European Centre
New Hub Focuses On Growing Small & Medium Sized Customers.
(QlikTech Press Release)

Manage The Mayhem Of Mobile BI (Information Week)

Deloitte Buys Oco for BI, Analytics (PC World)

Event Report: Dell’s Annual Analyst Conference Highlights Enterprise Software Future (Forbes Blogs)

For $148 million.

Careerminds grabs capital and a chairman (Delaware Online: Delaware Inc)


SAP Takes Tepid Step On Collaboration (Information Week)

8 questions for NetSuite (ZDNet Blogs)

Enterprise Software Spending Grew 8.5% In 2010 (Information Week)

Comcast's new mobile 3G/4G hotspot: cheaper, but capped (Ars Technica)

Liberty Media Reports First Quarter 2011 Financial Results (Business Wire)
QVC revenue up 4%.

Liberty's Malone stunned by cable biz changes
Topper surprised by Comcast's penetration rates

Dish Makes Its Adaptive Streaming Move (Light Reading Cable)

Frontier CEO confirms: We want out of cable TV (The Oregonian)
They seem to have enough trouble keeping DSL up and running (in my experience).

Med Tech startup Echo Therapeutics moves headquarters from Massachusetts to Center City (Mass High Tech)

Citi analyst upgrades CardioNet (AP via Business Week)