Daily Links 8/31/2011: Justice Department moves to block AT&T/T-Mobile deal

U.S. Files Antitrust Complaint to Block AT&T, T-Mobile Merger (Bloomberg)

Justice Dept. to block AT&T's T-Mobile deal (CNET News)

AT&T: Deal’s Dead, Says Bernstein; It Ain’t Over, Says Wells (Barron's: Tech Trader Daily)

Perzel: 'I'm sorry that I let you down.' (Pittsburgh Post-Gazette)
Charges centered on use of State funds for software that aided GOP campaigns.

Scott Maxwell: What Prick Will Pop the Bubble? (PE Hub)
Scott Maxwell founded Boston-based OpenView Venture Partners, which this month has announced major investments in two Philly-area ventures: Monetate and NextDocs.

The Bidding War Over Hulu Erupts – Find Out Who's In And Who's Out Here (Silicon Alley Insider)

Comcast to introduce low-cost Internet service for low-income families (Philadelphia Inquirer)

Versus to Launch ‘NBC SportsTalk’ Live Studio Show at 6pm on Sept. 8 (Hollywood Reporter)

Bloomberg TV Takes New Shot At Comcast Over Channel Placement (paidContent)

Dell Cloud Business Applications video feaures Boomi and its CTO Rick Nucci (Dell via YouTube)

Salesforce.com Revs up Mobile Strategy With HTML5 (PC World)

Salesforce.com's Benioff inspired by Arab Spring (Reuters)

Salesforce.com, Dun & Bradstreet Launch Data.com (PC World)

QlikTech Announces New Salesforce Chatter Integration for the QlikView Business Discovery Platform; Enables Collaborative Decision Making by Leveraging Chatter Connect to Deliver Social Conversations to QlikView Business Discovery Apps (Business Wire)

CardioNet shares sink to life-low on DoJ probe (Reuters)


Daily Links 8/30/2011: Dell to offer hosted apps for SMBs, tied together by Boomi

Court: Perzel will plead guilty Wednesday (Philadelphia Inquirer)

Dell launches a VMware-based cloud; Azure next (Gigaom)

Dell Offers Hosted Apps for SMBs (PC World)
Dell Boomi to tie it all together.

Dell Seeks to Unify Managed Services, Cloud Services Partners (MSPMentor)

FAQ: What to Expect at Salesforce.com's Dreamforce (PC World)

VMware tries to expand virtual networks with VXLAN (Gigaom)

Oracle accuses H-P of fraud in Hurd settlement (MarketWatch)

DoubleVerify Gets Another $33M in Funding
Analyst: Ad-Verification Companies May Integrate With New Demand-Side Platforms
(Ad Age)
Previous investor First Round Capital participates again in this round.

Capital One/ING Deal Delay Overdone: Analyst (TheStreet)

Fired Bill O'Reilly Adversary Loses Civil Rights Claim Against Comcast (Hollywood Reporter)

CardioNet says DoJ probing incorrect Medicare claim charges (Reuters)
CardioNet is based in Conshohocken.

Krames StayWell and 3M Partner to Integrate Patient Education Content with Health IT Systems (Business Wire)

Dollar General Selects GSI Commerce to Launch Its eCommerce Business (Business Wire)


King of Prussia-based A-Frame Technology Services enters Cloud Brokerage business, launching RentTheCloud.com

Tom Paine

IT research firm Forrester has projected that the market for Cloud computing services will increase from about $41 billion in 2011 to $241 billion in 2020. As the acceptance and adoption of Cloud computing accelerates, industry watchers and participants are looking for new models for managing this environment. One of the perceived needs is at what one might say is a meta level; that of helping IT consumers select from among many PaaS (Platform as a Service), IaaS (Infrastructure as a Service) and SaaS (Software as a Service) offerings, making sure they meld together well, and giving the customer a single solution for negotiating the best prices and service level agreements, managing all the contracts and license terms, monitoring capacity requirements and making adjustments as needed, and providing or sourcing other resources needed to manage the entire process.

This has become known as the Cloud Brokerage model, which according to a recent report from Forrester will be emerging and standardizing over the next couple of years. Many companies are offering some types of brokerage services as a sideline, and a few are focusing on it more directly. Examples include Appirio's CloudWorks (Salesforce just made a significant investment in Appirio), and SpotCloud, which is mostly geared towards brokering Cloud computing capacity rather than applications. Dell, with its acquisition of Berwyn-based SaaS integrator Boomi and its other Cloud-related services, would appear well positioned to get into the brokerage space; although last year Boomi did release what it called a "cloud-based, real-time integration broker", I have not seen an indication that it has really gotten into the brokerage business yet. But clearly there are no dominant players now and plenty of room for new entrants.

One new entrant is King of Prussia-based A-Frame Technology Services, which has just launched a brokerage service, RentTheCloud.com. A-Frame helps large enterprise clients manage the risks of complex IT projects. A-Frame applies an agency construction manager business model to large IT projects, which means it has a duty to act in the best interest of its client and follows a structured methodology to ensure a project's success. (They looked to Philly-based Turner Construction as an example.) A-Frame, which was formed through the merger of specialty consultants Blue Ray, GCi and Panaro Dynamics a few years ago, has about 25 employees; Its principals are Dan Brennan and Mike Kovach.

In a phone interview, Brennen told me that RentTheCloud is targeted primarily towards the type of larger enterprises that are A-Frame's usual clients. RentTheCloud is using a real estate brokerage model for its business model. It has established what it calls the R.E.N.T. methodology, which involves the following steps:

  • (R)eview your current IT ecosystem, including application inventory, support organization, contracts, licenses, and facilities.

  • (E)valuate market opportunities that enable migration from current state to cloud alternative

  • (N)egotiate terms and conditions between buyer and seller.

  • (T)ransition to the cloud.

Brennan says his firm can usually assess a client's needs in one to two weeks. Fees typically amount to one to two months of a client's subscription fees, depending upon complexity, with a one year committment (payment due only when apps are moved to the Cloud). He worked with Blank Rome LLP Partner Daniel Rhynhart (named to the 2010 "40 under 40" by the Philadelphia Business Journal), to draw up a Cloud Brokerage agreement (pdf) that he thinks is better than anything else out there. RentTheCloud's website currently includes more than 100 Cloud vendors, with more on the way.            


Daily Links 8/29/2011: Google, Apple said to step up TV plans

Apple is working on a television for 2012, sources say (VentureBeat)

Google TV Will Hit Europe Next Year (Silicon Alley Insider)

Google May Take Competitors to the Gridiron Next (Literally) (PE Hub)

New DirecTV TiVo Launches Next Month (Zatz Not Funny!)

Cable still beating out telcos in broadband adds (Gigaom)

VMware pushes enterprise hybrid clouds in first VMworld announcements (ZDNet Blogs)

SunGard Offers Recover2Cloud (Read Write Cloud)

Microsoft launches new CRM cloud promotion on eve of Salesforce conference (ZDNet Blogs)

PANL Slips: Display Malaise, Or Limited Upside? Bulls Defend (Barron's: Tech Trader Daily)

PANL Inks Lighting Deal With Panasonic Idemitsu (Barron's: Tech Trader Daily)

The politics of Sharpton’s new gig (Chicago Sun-Times)
Gets full time slot at MSNBC.

Motorola Is Full Of People Google "Would Never Hire," And That's Why The Merger Won't Take (Silicon Allley Insider)
I'm sure Motorola Mobility employees, who actually do some brilliant engineering, appreciate this kind of talk.


Irene hits power, web infrastructure; Cell networks struggling to cope (ZDNet Blogs)

Daily Links 8/26/2011: Class action suit against Comcast can proceed, Circuit Court rules

Class Can Proceed in Comcast Antitrust Case (Courthouse News Service)

Clearwire denies report of debt restructuring (Bloomberg via Kansas City Star)

Canoe Ventures revamps senior mgmt team; new role for Orduña (CED Magazine)

InterDigital Case Against ZTE, Huawei Gets Trade Agency Review (Bloomberg)

QVC to open studio at L.A. Live (LA Times)

SAP Co-CEO Bill McDermott Appears on CNBC’s Mad Money with Jim Cramer (Video: SAP News)
McDermott: "SAP is all about the Cloud". Perhaps a bit of an overstatement, but a very entertaining interview to watch. You can see why McDermott has a reputation for being a legendary salesperson.

HP’s Chief Communications Officer Put on “Special Assignment
(All Things Digital)
Bill Wohl, who was brought over to HP by Léo Apotheker from SAP, is an area native who attended the University of Delaware and served as a volunteer fireman in Chester County for many years.

For Seamless Transitions at the Top, Don’t Consult H.P. (New York Times)

Salesforce.com Backs Cloud Solution Company Appirio’s World Domination Plans (TechCrunch)

Next Gen Strategic HR Software (Enterprise Irregulars)

Boarding the SevOne Rocket Ship (SevOne Blog)
Brian Harvell on joining SevOne as Vice President of Product Engineering from Comcast.

LaunchDM Designs iPad App for Salesforce.com Users (PR Web)
LaunchDM is based in Wyomissing.


A look at Philly-area companies on the Inc. 5000

The 2011 Inc. 5000 is out, and here is a list of the top Philly area companies on it.

I always look at this with a grain of salt, because there are a number of ways in which a young company can generate a great deal of revenue quickly without necessarily building a sustainable business. Revenue does not always correlate with profit. But it does provide a good benchmark for measuring the progress of some of the most promising tech startups in the area.

re2g of Doylestown (formerly Solardelphia), which installs residential solar systems, was the top Philly area company - and 24th nationally. It was followed by a Philly-based company named Leadnomics, which as its name implies is in the online lead generation business for financial institutions, online schools, and insurance companies.

NextDocs of King of Prussia, which just received a large round of funding that I wrote about earlier this week, was third (it was first last year). NextDocs' revenue grew over 3,000% during the past three years to $9.8 million in 2010. It ranked ninth among all software companies.


Daily Links 8/24/2011: Time Warner Cable to subsidize Slingboxes for subscribers

Aging East Coast infrastructure a concern after quake (Computerworld)

Comcast's Roberts hosts President Obama on Martha's Vineyard (Philadelphia Inquirer)

Moffett Rethinks TV Sector
Top Analyst Modifies Cable, Satellite Targets
(Multichannel News)

Time Warner to Subsidize Subscribers’ TV Device (New York Times)

PowerBoost: A Comcast Innovation for High-Speed Internet Users (Comcast Voices /Official Comcast Blog)


Drexel U scrapping plans for 2nd campus in Calif. (AP via San Jose Mercury News)

HP: Where is it going? (Dennis Howlett/Irregular Enterprise)

AT&T’s Hyperlocal Sites Show Off Network Upgrades (TechCrunch)
One of the sites is for Philadelphia.

Fallout? Pharma & The Facebook Wall (Pixels & Pills)

The Next Tech Patent Powerhouses (Forbes)
Could Ewing, NJ-based Universal Display be the next InterDigital (or more?)

Google’s acquisition of Motorola’s TV-box business worries WPP’s Sorrell
(FT Tech Hub)

Epicor Announces Cloud Computing Solution for Distributors (Marketwire)
Complementary to Epicor's Prophet 21 product line, which is based out of Yardley, PA.


Boston-based OpenView Venture Partners invades Philly; Backs Monetate, and now NextDocs

Upon reading this morning that the $10.3 million investement in King of Prussia-based life sciences compliance software vendor NextDocs was funded by Boston-based OpenView Venture Partners, I realized that I had heard that name before recently - in connection with another Philly area deal.

It was Monetate, in which OpenView led a $15 million round, which was announced on August 4.

I asked OpenView partner Firas Raouf in a phone conversation whether there was any connection to this geographical proximity, given that OpenView has no other Philadelphia presence in its portfolio that I can see, or whether it was mere coincidence. He said it was just a coincidence. OpenView, he says, focuses on providing expansion funding to emerging best of breed software companies worldwide (as long as they have some US operations), and doesn't have an East Coast orientation or mid-Atlantic strategy. While he managed the NextDocs deal, OpenView managing director Adam Marcus oversaw the Monetate deal, just a few miles away.

He said he had been speaking with NextDocs co-founder and CEO Zikria Syed for a couple of years, though Syed did not want to get funding too soon (and Raouf did not think NextDocs needed it yet). Syed got the business off the ground to where it is today almost entirely through bootstrapping, with no outside institutional investment.

Raouf says NextDocs can expand in several ways; by growing its customer base in the US ( NextDocs often replaces outdated legacy systems used for regulatory compliance), internationally, and also by moving into clinical trial management systems.

Raouf will join NextDocs' board. OpenView, which has $240 million under management, was the sole participant in this round, he says.

Daily Links 8/22/2011: Initial Hulu bids due Wednesday

King of Prussia-based NextDocs Raises $10.3M To Provide Microsoft SharePoint Software To Life Sciences Industry (TechCrunch)
NextDocs Press Release.

Veeva to hire 50 as drug, device companies head to the cloud (San Francisco Business Times)
Based in Pleasanton, CA, Veeva has its sales & marketing headquarters in Malvern.

Hulu Bids Expected to Range Between $500 Million and $2 Billion (Hollywood Reporter)

IDCC Rising On Rumor Of Qualcomm Interest (Barron's: Tech Trader Daily)

Motorola’s Identity Crisis (New York Times)

Pres. Obama Drops By Martha’s Vineyard Home of Comcast CEO

Thinking The Unthinkable: Is Oracle Considering Buying HP? (Forbes)

Cloud not yet critical for BI: QlikTech (Computer Business Review)

Federal Push for ‘Cloud’ Technology Faces Skepticism (New York Times)

How secure is data in the cloud? (SAP Watch)

How I Knew To Invest In GroupMe (Silicon Alley Insider)


Skype to acquire First Round Capital-backed GroupMe

Skype buys GroupMe & adds group messaging (Gigaom)
First Round Capital was an early backer.

Why HP needs to merge with SAP/a> (VentureBeat)
Not sure if I agree with this perspective, particularly from SAP's point of view, and they would probably have the upper hand in any talks right now.

Thinking big with a modest $7.5 million (Philadelphia Inquirer)
Opinion by Philadelphia councilman Bill Green.

Verizon Workers End Strike, Though Without New Contract (New York Times)

SAP says strong demand defies talks of crisis-paper (Reuters)

Philly Tech News VentureWatch: 8/19/2011

Tom Paine

With companies such as QVC, GSI Commerce, Urban Outfitters and Monetate, the Philly area has a strong E-commerce ecosystem. And it is a sector that seems to be generating a good deal of startup activity, with a particular recent emphasis on "social shopping".

ChoozOn, a startup with offices in King of Prussia and Bellevue, Washington, recently reported raising $3.2 million. ChoozOn provides its members with a single platform where they can track deal and coupon offers available to them, and also offers social tools for members to communicate with each other about deals.

ChoozOn was founded by ex-Yahoo execs; one of them, Nick Weir, formerly Yahoo’s VP of Data Strategy, is a ChoozOn co-founder and its CEO, based in King of Prussia. Although ChoozOn is still in Alpha, it currently has 40 employees and expects to have about 50 by year end. King of Prussia houses what a company spokesperson told Philly Tech News by email is "a significant part of our business and product development team", which also includes June Oakes, Director of Product Management. The spokesperson also said that ChoozOn opened a King of Prussia office in part because Nick was already located in the area and also because it provides excellent access to key East Coast markets.

                                                ChoozOn CEO Nick Weir

Snipi, the Philadelphia-based social shopping app which helps users track down and compare price infomation, recently reported raising $530,00 out of a total offering of $1.5 million, according to an SEC filing. I hadn't really heard that much about Snipi in a while.

Keystone Edge's Joe Petrucci has a piece on co-founder Brandon Yoshimura and his Philly/Wilmington-based startup Loffles, which provides awards to consumers for watching promotional videos. The Loffles team has been coached by Morgan Lewis' Stephen Goodman and has raised $500,000 in seed funding.

Villanova grad and ex-IBM E-commerce developer Todd McNeal has a new startup, Snapline. It helps retailers reach and taget customers using Facebook data and other demographic sources. Consumers can opt in through Facebook Connect. Snapline features a SaaS platform built using Python and other open stack tools. McNeal, who does some of his work out of Indy Hall, said in a conversation with Philly Tech News that he hopes to get some testing done with major e-retailers during the Holiday season and then use those results as a basis for ramping up.

Two area startups seek to make it easier to manage clinical trials. Philadelphia-based myClin, founded in 2008 by James Denmark, helps physicians and their staffs to facilitate patient particiapation in clinical research. MyClin uses Amazon Web Services, among other tools, in its cloud stack. GreenPhire, of King of Prussia, just announced in an SEC filing that it had raised $1.5 million. GreenPhire, founded in 2007, has a system for managing electronic payments to clinical trial participants.

GreenLight Technologies of Flemington, NJ (not too far down the road from Washington Crossing), announced it had closed Series A expansion funding led by Storm Ventures; the amount was not disclosed. GreenLight makes GRC (Governance, risk management, and compliance) solutions that run in environments like SAP and Oracle.


Sprint considering Clearwire buyout; Comcast reported involved in talks

Sprint Said in Talks About Clearwire Buyout (Bloomberg)
Confusing article. Its not clear what kind of transaction they are considering or how Comcast would be involved. I had been under the impression that Comcast really didn't want to sink any more money into Clearwire.

A deal for Clearwire could be a wireless tipping point (Gigaom)

Daily Links 8/18/2011: Philly Fed report not good; Big changes ahead for HP

Philly Fed Firms See Much Weaker Manufacturing Activity
(Business Wire)

Philadelphia Fed index slumps, home sales fall (Reuters)

HP to Spin Off PCs, Eyes Software Purchase (Bloomberg)

HP Confirms Discussions with Autonomy Corporation plc Regarding Possible Business Combination; Makes Other Announcements (HP Press Release)

Liveblogging HP’s “Everything Including the Kitchen Sink” Conference Call (All Things Digital)

SunGard HE and Blackboard Acquisitions: Compare and Contrast (e-Literate)

QlikTech to roll out social updates to business intelligence platform (V3.co.uk)

Salesforce.com Announces Fiscal Second Quarter Results (PR Newswire)
Revenue up 38%.

Salesforce Posts Record Quarterly Revenue Of $546M; Raises Guidance (TechCrunch)

Liberty Considers Range of Options for Barnes & Noble (New York Times: DealBook)
Update: Liberty Media buys stake in Barnes & Noble.

Accelerators & Incubators: Ben Franklin Values Ingenuity (Portfolio.com)

Drexel's Baiada Center set for expansion, to add lab for entrepreneurial focus groups (Keystone Edge)

First Annual Geek Awards Coming to Philadelphia (AP via Fox News)

GSI Commerce's Rubin has a new company ... and it's hiring (Philadelphia Business Journal)


Daily Links 8/17/2011: DuckDuckGo named one of Time Magazine's Top Websites of 2011

Turn Off Verizon's FiOS, ActiveVideo Says After Winning Suit (PC Magazine)

Cable execs wary as Google acquires Motorola boxes (Reuters)

After Googorola, Cisco Could Get Some Set-Top Mojo Back (Multichannel News)

Apple, Qualcomm, others eye InterDigital: sources
Auction said to be postponed until after Labor Day.

DuckDuckGo Honored As One TIME’s Top Websites Of 2011; Google+ & Quora, Too (Search Engine Land)
Gabe Weinberg explains in his blog how DuckDuckGo made it in.

Monetate CEO Brussin On Monetate’s Expansion Beyond eCommerce And Strategy Ahead (AdExchanger.com)

Sniffing Out Possible Buyers for MarketAxess (Wall Street Journal: Deal Journal)
SunGard cited as one potential bidder.

NBC 10 Philadelphia To Deliver Local News via Foursquare (Mashable)

More drug companies close Facebook pages as Walls open (Washington Post)

Anthropologie telling the story of Urban Outfitters Inc. (Philadelphia Inquirer)

Maryland to hold first "Entrepreneur Expo" in November (Baltimore Sun: BaltTech)


Daily Links 8/16/2011: More on the Google/Motorola deal

NRG Energy to Acquire Philadelphia-based Energy Plus Holdings, Adding Immediate Scale and Unique Sales Channel to Expanding Northeast Retail Business (Business Wire)

4-year-old West Philly energy marketer sold for $190 million (Philly.com: Philly Deals)

Apple Covets RIM, NOK, InterDigital Assets In Patent ‘War,’ Says Jefferies (Barron's: Tech Trader Daily)

Is Google Turning Into a Mobile Phone Company? No, It Says (New York Times: DealBook)

THE VERDICT: Google-Motorola Will Be A Colossal Disaster* (Silicon Alley Insider)

Google’s Motorola Mobility Takeover May Survive U.S. Regulatory Scrutiny (Bloomberg)

Time Warner Cable’s future is in broadband, not TV (Gigaom)

Skillshare raises $3.1M to make every person a teacher (Gigaom)

Accelerating Product Innovation: Introducing CIM Lab Week (Comcast Voices/ Official Comcast Blog)

SCTE, WICT Launch ‘Women's TechConnect' Initiative
Effort will work to encourage women engineers and technologists in cable
(Multichannel News)
The SCTE (Society of Cable Telecommunications Engineers) is based in Exton.

Quality Systems, Inc. Acquires CQI Solutions, Inc. (Business Wire)
Will become part of Quality Systems' Horsham-based NextGen Healthcare.

Appearance: PPUG meets Saturday in Philadelphia (ZDNet Blogs)

Astea Reports Second Quarter 2011 Results (PR Newswire)

Workday launches Workday 14, wins Thomson Reuters deal (ZDNet Blogs)


News and Views on Google's acquisition of Motorola Mobility

There are a broad range of views on Google's acquisition of Motorola Mobility, which was announced today. Among the issues:

  • Was it a good deal for Google ? ( I've seen few question whether it  was a good deal for MMI)
  • Was it  primarily for the patents?
  • What will Google do with the handset business?
  • How will it effect others in the Android ecosystem?
  • What will Google do with the Horsham-based Motorola Home business? (cable/video products)
  • What will it mean for Google TV? 
  • What is the fallout for King of Prussia-based InterDigital, since this may means the collapse of its deal prospects with Google?

Here is a selected sampling of reactions and analysis:

Motorola + Sprint = Google's AT&T, Verizon and Comcast Killer (Forbes)

With Motorola, Google TV just got a huge shot in the arm (Gigaom)

On Motorola and Google TV (Zatz Not Funny!)

Motorola Could Get Google Closer to Your Living Room — If the Cable Guys Play Along (All Things Digital)

Why Google Is Spending $12.5 Billion to Acquire Motorola Mobility (Hollywood Reporter)

Google Plays Favorites With Moto Buy (Light Reading Mobile)

Quick and easy fix for all Android patent problems. Google should buy Motorola (Unwired View)
This writer predicted the deal two weeks ago.

Microsoft Was About To Do A Major Patent Deal With Motorola Before Google Came Swooping In (Silicon Alley Insider)

Everyone Who Thinks Google's Just Going To Spin Off Motorola's Lousy Hardware Business Needs To Consider Another Scary Possibility... (Silicon Alley Insider)

Editorial: Engadget on Google's Motorola Mobility acquisition

6 Products that Could Come from the Google-Motorola Deal (PC World)

InterDigital skids after Google goes for Motorola Mobility (Reuters)


Daily Links 8/15/2011: Breinigsville, PA-based Cyoptics files for $100 million IPO

CyOptics files papers for $100 million IPO (MarketWatch)
CyOptics, which makes optical components for broadband applications, is based in Breinigsville, PA; Radnor's TL Ventures holds a 5% stake. Obviously, the rocky market conditions may impact timing.

The inside story of DreamIt Ventures’ first New York City accelerator (The Next Web)

New Jersey looks to nurture tech startups (NorthJersey.com)
Looks to DreamIt Ventures as a model.

DDC Secures Seed Funding from Robin Hood Ventures (PR Web)

TicketLeap Launches World's First Socially Integrated Mobile Ticketing Platform (PR Web)

Time Warner Cable To Purchase Insight For $3 Billion In Cash
No. 2 MSO Bolsters Mideastern Presence
(Multichannel News)

How Comcast SportsNet Plays The Social Media Game (Information Week)

Urban Outfitters Jumps After Earnings Beat (Barron's Blogs)

Roku grabs $8M, weeks after releasing Roku 2 (VentureBeat)


Google to buy Motorola Mobility for $12.5 billion

Google announced today it has agreed to buy Motorola Mobility for $12.5 billion, a 63% premium over Friday's closing price. See Larry
Page's post on Google's blog

The deal has direct implications for the Philly area:

-Google is buying Motorola Mobility (many say) primarily for its trove of wireless patents. This sounds like a bypass of King of Prussia-based InterDigital, which had been reported to be in serious discussions with Google. That doesn't rule out someone such as Samsung acquiring them; it just takes one huge bidder off the table.

-What does this mean for Motorola Mobility's Horsham-based Home business, which provides equipment to the cable industry? While Google has made some so far unsuccessful forays into parts of this market (Google TV), it is not clear what their strategy would be for this unit, though Larry Page said in his statement that Google is "excited" to work with it as it transitions to IP.

Motorola split into two separately traded companies, Motorola Mobility and Motorola Solutions, at the beginning of this year.

Motorola’s home division reported a profit of $62 million on revenue of $907 million in the 2nd quarter of 2011.

Update: InterDigital is down 290% so far today.

TechCrunch live blogged Google's conference call discussing the deal.


Time Warner Cable Said Near $3B Purchase of Insight

Time Warner Cable Said Near $3B Purchase of Insight (Bloomberg)

Philly Tech People News 8/14/2011

Stoke names Dave Williams new chief technology officer (San Jose Business Journal)
Comes from Comcast, where he was senior vice president of wireless technology.

Boingo Wireless Adds Chuck Davis to Board of Directors (Business Wire)
Until recently executive vice president of Comcast Interactive Media.


Steve Winter is new managing director of SAP UK and Ireland (Works Management)

Clairmail Appoints New Vice President of Engineering (Marketwire)
Former SAP exec Kaj van de Loo.

Dudnyk President Powers named to coveted industry list, PharmaVOICE 100 (Philly Ad Club News)

BIGSMACK opens New York City Office; adds Andrew Kobliska (Philly Ad Club News)

NCO Group Announces Jack Jones as Executive Vice President and Chief Operating Officer (PR Newswire)

Genomind Adds Scott A. Storrer, Michael Koffler, Daniel Giacomelli, and Bryce Kasuba to Executive Team (PR Web)


A look at Knight Ridder's futuristic tablet from 1994

All Things Digital has a video this morning from a Knight Ridder development lab in 1994 showing the demo of a tablet device which it calls the future of newspapers. At the time, Knight Ridder owned the Philadelphia Inquire and Daily News. Prescient in some ways, off in some others, but definitely worth the time to view.

Sybase has same strut with quieter stick (Contra Costa Times via San Jose Mercury News)
One year since acquisition by SAP AG.

CWA, Verizon Accuse Each Other Of Not Bargaining In Good Faith
Telco Claims Another 20 Acts of Network Sabotage With Strike Set to Enter Second Week
(Multichannel News)

AT&T Sues in Federal Court to Stop Merger-Blocking Arbitration Effort (All Things Digital)

Comcast's Roberts is area's best-paid CEO (Philadelphia Inquirer)

Daily Links 8/12/2011: Pharma restrictions on Facebook go into effect on Monday

Can the cable industry succeed at wireless? (FierceWireless)

Clearwire Jumps 12% On Speculation Of Sprint Funding (Barron's: Tech Trader Daily)

Verizon: FiOS Won't Be as Profitable as Copper
In Part Because They Can't Charge $8 For Call Waiting
(Broadband Reports)

AT&T Seeks to Bolster T-Mobile Case as Doubts Rise in Poll (Bloomberg)

Phila. hires N.J. official to fix information tech (Philadelphia Inquirer)
Adel Ebeid, currently chief information and technology officer for the State of New Jersey, will start work for Philadelphia on Aug. 22.

SAP Business ByDesign and BusinessOne on a collision course? (Dennis Howlett/ZDNet Blogs)

Meet SAP Line of Business OnDemand’s New Leader: Kevin Nix (ASUG News)

SAP ByDesign unveiled in Australia after delays (The Austalian)

ORCL, CRM, VMW: Goldman Cuts Numbers Across Software (Barron's: Tech Trader Daily)

10 Key Things I Learned From Working at a Search Startup (Search Engine
By Alex Cohen, former Director of Marketing for ClickEquations (now part of Channel Intelligence).

Facebook prescribes comments for pharma pages (NewsWorks)

EHS Technologies wins Navy contracts (Philadelphia Business Journal)


Checkpoint Systems to MMI Investments: We plan to remain independent

Tom Paine

Checkpoint Systems in a letter to MMI Investments, L.P., dated yesterday (included in an SEC filing): Checkpoint did "conduct a thorough internal review of the company’s strategic alternatives over the course of June and July of this year", and concluded "that it is currently in the best interests of Checkpoint’s shareholders for the company to remain independent and to continue to pursue its strategic plan". While Checkpoint indicates it is still willing to talk to MMI, this is a more specific rebuff than its public press release of August 10.

MMI, which holds a 4.9% stake in Philly-based Checkpoint, sent a letter to management dated August 10, in part saying: "We have recommended that Checkpoint hire an investment banker to explore strategic alternatives, which the board summarily dismissed. We have attempted to connect Checkpoint with those who are highly qualified and potentially interested in buying the company, to no avail". Now Checkpoint is saying it has already gone through an exploration of strategic alternatives.

Checkpoint makes systems that help retailers reduce the amount of inventory shrink (usually caused by theft) that they experience.


Daily Links 8/11/2011: Verizon strike in 5th day; LCB panel opposed wine kiosks in 2008

Silicon Valley’s Undertaker: ‘We’re Anticipating a Major Fallout’ (PE Hub)

Accelerators & Incubators: Dreamit Ventures Dreams Big (Portfolio.com)

A Simple PC For Seniors Is Complicated By Its Flaws (All Things Digital)
Walt Mossberg reviews the Telikin, a PC designed with seniors in mind from Chalfont-based Venture 3 Systems LLC.

Cisco's Chambers: 'We Are Very Much Committed' To Set-Tops
CEO Says Scientific Atlanta Group Revenue Up 11% for Fiscal Year 2011
(Multichannel News)

Would-Be Hulu Buyers Will Have Their Checkbooks Ready Next Week (All Things Digital)

Comcast Seeks Safeguards From Failed Blockbuster Disc Rental Venture (Home Media Magazine)

Disney to put its shows behind a pay wall online, too (Gigaom)

Verizon Cites 90-Plus Acts Of Sabotage On Fifth Day Of Strike
Telco Claims 91% of Customer-Service Calls Were Answered Wednesday
(Multichannel News)

Verizon sees FiOS less profitable than copper (Reuters)

Pa. Liquor Control Board was warned on wine kiosks
Employees were told to discard copies of committee's concerns
(Pittsburgh Post-Gazette)

Eisai Inc. Selects Cloud-Based Veeva CRM to Replace Multiple On-Premise Sales Support Systems (Business Wire)
Based in California, Veeva has much of its US customer-oriented operations located in the Philadelphia area.

RentTheCloud.com Debuts to Help CIOs Quickly and Safely Adopt Cloud Computing (PR Newswire)

MondoNet: Rutgers Academics Try to Built a New, Censorship-Proof Internet (Read Write Web)


Dow off 4.6% today; a look at Philly Tech Stocks

A look at Philly Tech stocks today, after the Dow fell 519.83 points, or 4.6 percent, to 10,719.94. (Another day, a few less dollars.)

Daily Links 8/10/2011: Bensalem-based mortgage tech company ISGN raises $30 million

Bensalem-based ISGN Raises $30 Million from Investors (PR Newswire)

Checkpoint Systems under pressure to seek sale
* MMI Investments sends letter seeking strategic review
* Earlier recommendations rebuffed by board
Checkpoint's response: Its all just a misunderstanding.

DirecTV Defeats Comcast Bid for Court Order Blocking Ads for NFL Programs (Bloomberg)

NBC Sports Group Agrees to Multi-Year Partnership With Major League Soccer
NBC, NBC Sports Net to air 49 games per season
(Broadcasting & Cable)

U.S. subscribers hang up on cable, satellite; economy, streaming to blame (Globe and Mail via CTV News)

Cablevision and Viacom make peace in iPad dispute (LA Times: Company Town)

Clearwire names CEO and asks him to raise $900M (Gigaom)

Here Are The 13 Startups Presenting At NYC Dreamit Demo Day Today (Silicon Alley Insider)

Verizon goes to court over workers' strike in East
(AP via CNBC)

SAP Will Launch New Smart Grid Software
SAP Smart Meter Analytics is going to handle a whole lot more than meter data and do it faster.
(Greentech Media)

Mistras Group, Inc. Delivers Strong Revenue and Earnings Growth as FY 2011 Revenue Increases 24%, Adjusted EBITDA Up 33%
Mistras Group is based in Princeton.

FCC announces plan to update 911 to receive texts, video
(The Hill)
FCC Chairman Julius Genachowski made announcement at the Association of Public-Safety Communications Officials International Conference in Philadelphia on Wednesday.

Orbitz and StarCite Launch Orbitz for Business Meetings (PR Newswire)


Daily Links 8/9/2011: QVC revenue up 8%; Strong international growth

Liberty Media Reports Second Quarter 2011 Financial Results (Business Wire)
QVC revenue up 8% (stronger internationally) and operating income up 4%; Liberty hopes to complete split-off of Liberty Capital and Liberty Starz in 3rd quarter after Bank of New York's appeal is heard in the Delaware Supreme Court in mid-September.

WVT Communications Finalizes $17 Million Acquisition of Alteva
New Organizational Structure Established

Tax issue spurs PhillyCarShare to sell to Enterprise (Philadelphia Inquirer)

Clearwire: Merrill Now Sees Going Concern Risk; Target 50 Cents (Forbes: The Tech Trade)

Dish Network Lost 135,000 Subscribers in Second Quarter

 (Hollywood Reporter)

HSBC in Talks to Sell Credit Card Portfolio (New York Times: DealBook)
Prospective buyer said to be Capital One, which agreed to acquire Wilmington-based ING Direct USA in June. HSBC has already phased out its credit card operations in Delaware.

A Career Venture Capitalist Responds To Criticism From BI Commenters (Business Insider)
By First Round's Charlie O'Donnell.

Great Hill Partners Acquires Plimus for $115M USD (Business Wire)
Exit for Bala Cynwyd-based Susquehanna Growth Equity.

This App Could Save Your Life (Wired: Epicenter)

Deacom to Begin Testing Its Newly Developed SaaS Based CRM System (SBWIRE)

NetSuite stops selling to smaller businesses. Congratulations (ZDNet Blogs)

Dell, NextGen Team On Cloud-Based Services
Dell will sell NextGen's suite of healthcare applications and provide hosting as it targets the EMR marketplace.
(Information Week)

HITECH Act Blocking Smaller IT Firms
The Health Information Technology for Economic and Clinical Health Act prevents some small and midsize IT services firms from pursuing new healthcare business opportunities, says a CompTIA report.
(Information Week)


Many Philly Tech Stocks taking bath today

Biggest losers include CardioNet, USA Technologies, Unisys, Vishay Intertechnology.

SAP AG, Kenexa, Universal Display and Safeguard Scientifics all off 7% or more.

You can view real time details on this spreadsheet.

(Things actually got worse for several of these stocks towards the end of the day.)

Sneak Peek: An early look at some new ventures popping up around Philly

Tom Paine

I had reported that Ecount (sold to Citi in 2007, now Citi Prepaid Services) co-founders Matt Gillin and Paul Raden have started Radnor-based Relay Network with backing from First Round Capital, ICG and NewSpring Capital. Now two other Ecount vets, Drew Kese and Kevin O'Nell, are getting back into the startup game with a venture called Orocast. Still very much in a stealth mode, Orocast won't say much about what its doing, though it did have a public coming out of sorts by cosponsoring Philly Scalathon in July. O'Nell said in a phone conversation to expect more news in the 4th quarter; just my guess that some clues about the venture's general direction might be found in its name and the founders' backgrounds.

Terry Williams' new venture, Cross X Platform, announced recently that it had launched and on Friday said that it had launched its website. Cross X (CXP) provides a shared platform of technology and support services for IT consulting and services firms. It may take equity stakes in some of these firms, and conversely the IT firms may participate in CXP's equity. CXP is located in Audubon. Terry founded and later sold the TWC Group, and is co-founder and managing partner of Next Stage Capital.

Zooyan is a Philly-based local shopping/deals site which annnounced its launch in March. Zooyan is operating in Philly only now, though it has plans to expand elsewhere. Its offers goods and services from local merchants broken down by neighborhood.

DoughMain (yes, thats its name) announced it has raised $5 million in Angel funding and launched its site August 1. The Princeton-based venture says that it will "offer a suite of features designed to help families coordinate their lives while empowering them to become better educated about money".

Phiiladelphia-based VITA Products has launched its new product, the VITAband, originally designed with runners in mind. It offers customers a small bracelet on which they can store personal health information, and it can also be used for contactless payment transactions.

CloudMine, a venture with local roots that provides tools for mobile app developers, was one of the first to be accepted into this year's Philly DreamIt Ventures class, according to Technically Philly.

MDconnectMe, a Philadelphia-based company, provides
a mobile app that connects patients with physicians and other healthcare providers in what it says is a HIPAA-compliant way. (The issue of direct electronics communications between physicians and patients has always been contentious.) It reported raising $50,000 in an SEC filing in May.


Philly Tech People News 8/7/2011

KNBC GM Robinson Named NBCUniversal Chief Diversity Officer
NBC-owned station looking for replacement GM
(Broadcasting & Cable)
Some were questioning the pace at which Comcast was moving on filling this vacancy.

ShopRunner ups the ante with its hiring of former GSI executive Fiona Dias (Internet Retailer)

MyNines Runs Out Of Cash; CEO Becomes VP At Rue La La (TechCrunch)
Rue La La and ShopRunner are both majority-owned by (ex-GSI founder) Michael Rubin's new holding company.

Smarter Agent Names Philip Charles-Pierre Senior Vice President, Marketing & Distribution (PR Web)

Former SAP Channel Chief Hume Takes Convio Sales Post (CRN)

Internet Society Announces New Board of Trustees
Leaders from industry, academia, and the Internet community to provide strategic direction on Internet related standards, education, and policy
(ISOC Monthly Newsletter)
Jason Livingood, Executive Director of Internet Systems Engineering at Comcast, appointed to Board seat.

HP Appoints Gregg Melinson Vice President of Global Government Affairs and Deputy General Counsel (Business Wire)
Drinker Biddle partner and former Ridge assistant.

Dudnyk adds Digital Leadership, names Director of Digital Strategy (Philly Ad Club News)

Cadient Group Expands Staffing as Growth Continues (Philly Ad Club News)

Julia Hernandez Named SVP of Professional Services for Aklero (National Mortgage Professional)


Citing Stalemate, Verizon Workers Strike (New York Times)

U.S. Asks Judge to Approve Proposed Comcast-NBC Takeover Settlement (Bloomberg)

SunGard Higher Education to be acquired for $1.775 billion, combined with competitor Datatel

Malvern-based Sungard Higher Education and its competitor Datatel today announced a definitive merger agreement. Affiliates of private equity firm Hellman & Friedman LLC will acquire the SunGard Higher Education businesses from SunGard Data Systems Inc. for an aggregate cash purchase price of $1.775 billion and combine it with Datatel.

I have four immediate questions:

How will the combined entity compete with Workday's recent entry into the Higher Ed market announced last month? Workday has a strong SaaS platform and and its founders have extensive experience in the Higher Ed market through Peoplesoft.

What progress are SunGard and/or Datatel making in terms of having a true SaaS offering?

Will SunGard/Datatel pursue a course management platform (Blackboard?). SunGard and Blackboard have recently shared a common investor in Providence Equity.

Does this move mark the start of a further breakup of SunGard's assets?

SunGard Higher Education grew from Malvern-based Systems & Computer Technology, which SunGard acquired in 2004, supplemented with other acquisitions. Last week SunGard Higher Ed reported revenue of $150 million in the 2nd quarter of 2011, unchanged from last year.

Datatel is based in Fairfax, Va.

Datatel’s current chief executive officer, John Speer, will serve as chief executive officer of the combined business. Ron Lang, the current chief executive officer of SunGard Higher Education, will be vice chairman of the board of directors.

Hellman & Friedman LLC is a private equity investment firm with offices in San Francisco, New York and London and over $25 billion under management.