SAP blog post features Delgado among female leaders, although she's leaving

Tom Paine

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SAP published a post dated today on its official blog highlighting the progress it is making in increasing its female ranks both at the board and executive levels.

In particular, it profiled six female leaders at the company.

However, the first woman profiled, Chief Human Resources Officer and Executive Board member Luisa Deplazes Delgado, is already departing, it was announced last week. The story of her departure may have been overlooked by many since it came out the same day as the news that SuccessFactors founder Lars Dalgaard was leaving (he will remain an advisor, and it was announced yesterday he would join Andreessen Horowitz as a general partner). Delgado, who will become CEO of an unspecified startup, will leave at the end of June. It was a short stay for Delgado, who joined SAP from P&G in September 2012.

Her predecessor in the position didn't stay long either. Angelika Dammann left in 2011 after a year on the job,

SAP's blog post today did not mention Delgado's planned departure.


Daily Links 5/31/2013: Views on SAP's cloud progress: Kenexa incorporates IBM analytics

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Dell Begins Campaign to Support Leveraged Buyout (New York Times: Dealbook)

Workday vs NetSuite – really? (Diginomica)

NetSuite to raise cash, may go shopping (ZDNet)

Why do customers choose SAP cloud? (Jon Reed/Diginomica)

Is the Market Moving Faster to SaaS than SAP Is Prepared For? (ASUG News)

The IBM Way On Analytics (Information Week)
Using IBM analytics to leverage Kenexa offerings.

Fan TV to Blend Live TV With OTT and Cloud DVR
But Startup Admits it Will Need Pay TV Partnerships to Fulfill Its Video Vision
(Multichannel News)

Comcast has a few cards to play in Hulu sale process (LA Times: Company Town)

Comcast and Verizon’s Phony Free-Speech Claim (Opinion: Susan Crawford/Bloomberg)

McDowell: Filling FCC Seats Could Take a While
Points out that with current administration 'scandals,' holds are a possibility
(Broadcasting & Cable)

Watch ABC app with live TV streaming comes to Kindle Fire, but not Google Play (Engadget)


Comcast still has stake in Clearwire, as Dish raises bid

Tom Paine

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A few weeks ago, I did a brief piece on Comcast's history in the wireless business. In it, I stated that Comcast had sold its 9% stake in Clearwire. Although I understood that to be their intent, it hasn't happened yet. Thus Comcast has a role to play, albeit small, in the current Dish/Softbank battle to acquire Sprint. Getting control of Clearwire (Sprint currently owns 50%) is considered an important part of the endgame for both bidders.

Dish raised its offer for Clearwire to $4.40 per share yesterday, a 29% premium over Sprint's $3.40 offer, ahead of an expected vote at Clearwire's shareholder meeting on Friday (the Friday meeting has since been postponed). Prior to this bid, Comcast was supporting the Sprint offer, according to Sprint. Many analysts expect Sprint to come back again with a sweetened bid for Clearwire.

Comcast, Intel, and BrightHouse collectively own 26% of Clearwire. I would doubt that Comcast's primary interest here is maximizing profits on its Clearwire stake; it is peanuts for them. Rather, it is likely Comcast would be more than happy to keep Clearwire and Sprint out of competitor Dish's hands, although there may be other angles to consider.

Dish offered $25.5 billion to buy Sprint last month. Japan-based Softbank agreed in October to acquire 70% of Sprint for $20.1 billion, and also provide Sprint with a cash infusion of $8 billion to handle Clearwire-related expenses.

Also, in my earlier report I said that Comcast invested $1.5 billion in Clearwire, but Comcast's 2008 announcement said its investment was $1.05 billion, and as far as I know that was the extent of its direct investment although there may have been some other expenses it incurred related to its effort to market Clearwire services.


Daily Links 5/30/2012: Dalgaard Joins Andreessen Horowitz As General Partner

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Workday takes on SAP and Oracle with payroll plans for UK, France

SuccessFactors Founder And SAP Exec Lars Dalgaard Joins Andreessen Horowitz As General Partner (TechCrunch)
That was fast.

SAP's Lars Dalgaard joins Andreessen Horowitz (Fortune Tech) Offers Replacement To Corporate Intranet And Moves Farther From CRM Roots (TechCrunch)

Jive Seen Luring Suitors Such as IBM, Oracle: Real M&A (Bloomberg)

Amazon cloud threatens ENTIRE IT ECOSYSTEM – report
Cannibal cloud gnaws on trad IT slingers' fat margins
(The Register)

IDS Scheer mashes SAP HANA with CryEngine [VIDEO] (SAP
Community Network)

ETRM Software House of the Year: Triple Point Technology (
Discusses importance of Triple Point's acquisition of Plymouth Meeting-based WAM Systems
late last year.

Clearwire shares jump after last-minute Dish counterbid

IMPACT 2013 Venture Summit Announces Two Key Developments (Business Wire)

Verizon's Shammo doubts Google Fiber will build in FiOS areas (Fierce Telecom)

Comcast blends Cisco’s WebEx into Upware marketplace (CED Magazine)

eviti, Inc. to Introduce Quicker, More Intuitive Oncology Decision-Support Platform in eviti 4.0
(Business Wire)


Daily Links 5/29/2013: Comcast prepares for massive U. S. Open coverage at Merion

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Comcast teeing up U.S. Open coverage (Philadelphia Inquirer)

Comcast Brings Voice Control to X1 Remote (Multichannel News)

Apple Set-Tops Are Groundwork for ‘Grand Vision’ in TV, CEO Says (Variety)

Roku Raises a $60 Million Round, Led by Fidelity, to Fight for the Living Room (All Things D)

Videology Raises $60 Million, Prepares For Overseas Expansion And Convergence (Ad Exchanger)

'After Earth' takes Will Smith back near his Philadelphia hometown (LA
Times: Company Town)

Consulting firm [Electronic Ink] uses behavioral scientists to help companies (Philadelphia Daily News)

Pa awards $8.9M contract to connect its 11 health information exchanges (Med City News) to reveal 'Company Communities'
Pipe your intranet onto a BYOD smartphone, you know it makes sense
(The Register)

EnterpriseDB's Tom Kincaid - why did hire PostgreSQL expert? (ZDNet)

$156 billion reasons why Lars and SAP were never meant to be
(Phil Fersht/Enterprise Irregulars)

Amazon’s Web Services Threatens Almost All IT, Says Morgan Stanley (Barron's: Tech Trader Daily)

Dow Jones turns to tech for future face-off with Bloomberg (paidContent)
Both Dow Jones and Bloomberg have significant development operations in the Princeton


Updated, revised and expanded: Philly Tech News Young Companies to Watch

Tom Paine

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To Watch

After considerable delay (it took me longer to put this together than I anticipated) here is my updated, revised and expanded (to 41 companies, actually, from 30 previously) Philly Tech News "Young Companies to Watch".

Rankings reflect a general, though by no means precise, estimate of relative market values based on revenue or profits when reported, growth, invested capital and reported valuation points, and a scattering of any other data points and inferences that I could gather. Also I look at non-quantitative indicators such as a startup's intellectual property, the track record of its leadership, and evidence of market acceptance.

The depth and quality of these Philly-area startups, I believe, is much stronger than in the past, and there many other excellent startups not on this list but are included on the bench (see others to watch). And then there is a entirely different tier of earlier-stage startups that others in Philly area have compiled information on.

This is not a revenue-driven list; relative market values may vary greatly from revenue comparisons according to the quality of a company's intellectual capital, its market acceptance, and its long-term potential for growth and profitability. There are many other excellent consulting firms and agencies, but for this purpose I focus on product-driven businesses.

Each company is privately held (though publicly traded corporations may hold a minority interest in some, and InsPro Technologies has a small public float but most of its value is in its non-listed preferred shares) and has an official headquarters or co-headquarters in the broader Philadelphia region. All of these companies' strategies are largely driven by proprietary information technology.

At the least, the top five companies (SevOne, iPipeline, InstaMed, Quintiq & Monetate) may have the potential to become IPO candidates if they do not have some other exit first. Another notable trend is the strength in the insurance software space, which appears to be booming. iPipeline, InstaMed, InsPro Technologies, Unirisx and Adaptik are all represented, and there is also Adminovate which is not included here now but may be soon.

I update these rankings on a regular basis as new information becomes available, and welcome input or insights that that might enhance their accuracy.

Congratulations to Philly Tech News' Young Companies to Watch.

View the entire document


Daily Links 5/28/2013: Baltimore's Videology raises $60 million from investors including Comcast Ventures, NEA

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AppNexus CEO Says 'Multi-Billion Dollar Exit' Expected (Business Insider)
First Round Capital was a seed investor.

Fashion Media Company Refinery29 Acquires Fellow First Round Capital Startup, SocialBomb (Business Insider)

Online Video-Ad Network Tremor Video Files For Its IPO (TechCrunch)
First Round Capital has a small stake in Tremor (according to its website) through Tremor's acquisition of FRC portfolio company SanScout. FRC is not listed as a major shareholder on Tremor's S-1.

The Cloud Company: People or Money? (New York Times: Bits)

Court Rules Comcast Did Not Discriminate Against Tennis Channel
Finds insufficient evidence to support FCC decision
(Broadcasting & Cable)

Videology Reels in $60 Million in Fresh Capital (Ad Week)
Comcast Ventures among investors in Baltimore company.


A Legacy Feud in Tech (New York Times)

Dell's downsized cloud ambitions might actually work out (InfoWorld)
Boomi remains key component of strategy.

Clearwire to pull Huawei from network (The Register)

SAP, SAP, Wherefore Art Thou SAP? (In Full Bloom)

Yanked From The Cloud: Why Connectify Unplugged Its Switchboard Campaign (TechCrunch)

More tax increases won't fix what ails the economy in Philly (OpEd/Philadelphia Inquirer)

Daily Links 5/24/2013

Comcast's David Cohen: U.S. Broadband Is World Class
Says companies have invested $1.2 trillion in past couple of decades
(Broadcasting & Cable)

Hulu Said to Attract 4 Bidders(Fox Business)

KKR, Yahoo and Silver Lake/WME join list of Hulu suitors (LA Times: Company Town)
Additional bidders since earlier report.
"In return for regulatory approval of that deal, Comcast agreed to be a silent partner in Hulu. It cannot increase its stake but it also does not have to sell, even if the other two partners do". (Clarifies point which had not been clear to me.)

Henrik Fisker joins Hong Kong tycoon to salvage Fisker: sources (Reuters via Yahoo News)

TECH STOCKS: Salesforce, Google Losses Hit Tech Stocks (Dow Jones Newswires via Fox Business)

Major reorg at SAP: Dalgaard departs, and other goings on

With portfolio consolidation in sight, SAP cloud chief Lars Dalgaard steps down (Gigaom)

SAP shakes up development organization (PC World)
“We’re not letting Lars go,” McDermott added. “He’s our strategic cloud adviser. We’re not turning off his email and he can keep his PC.”

SuccessFactors CEO Dalgaard Leaving SAP in Cloud Business Shake-Up
(All Things D)

Good move at SAP (Vinnie Mirchandani/Deal Architect)

All change at SAP (Den Howlett/Diginomica)

SAP Said to End Talks to Buy Jive Software in Past Month

Workday Says Getting Customers From Oracle, SAP (Investor's Business Daily)

SAP touts service that sells customer data from phone firms (CNET News)

ValueVision to change brand name from ShopNBC to ShopHQ; reports first profit in 7 years (Comcast owns 14%)

Tom Paine

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Eden Prarie, Minnesota-based ValueVision, which operates its home shopping network under the brand name ShopNBC, announced yesterday that it will rebrand itself as ShopHQ.

COO Carol Steinberg (a QVC and David's Bridal veteran and Temple Fox School alum) said that the company's NBC branding caused "a little bit of a disconnect with our business -- they're broadcasting, and we're retail." The company said it had been considering a name change for some time.

While the move will save ValueVision $4 million per year in licensing fees, Steinberg indicated that the rebranding will not change its relationship with NBC parent Comcast, which owns 14% of ValueVision, and that Comcast had been supportive of the decision.

ValueVision also reported yesterday its first quarterly profit since 2006, earning $1 million on revenue of $151.4 million.

In the small world of home shopping television, ValueVision is a minnow compared to West Chester-based QVC and HSN (Home Shopping Channel). ValueVision's top management is heavily staffed by QVC veterans. There has been frequent discussion by QVC parent Liberty Interactive's management about the possibility of buying out the 80% or so of
HSN it does not already own and combining its operations with those of QVC. Comcast, which at one time owned QVC, has not indicated any recent interest in expanding in the home shopping business. Its stake in ValueVision came through the acquisition of NBCU.

While the cable TV platforms are still very valuable merchandising platforms, the home shopping channnls are conducting an increasing amount of their business online. ValueVision said 46.2% of its sales came through online orders last quarter. But
while the ecommerce industry is booming, the home shopping channels are seeing slow growth.


Daily Links 5/22/2013: Workday tops estimates with 61% growth; ValueVision to drop ShopNBC brand name

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TruePosition Tackles Indoor Locating (Directions Magazine)

Alteva Announces Workforce Reduction (Marketwire)
Does not effect Philadelphia; reducing 20% of staff in legacy New York telecom business.

Interactions Secures $40 Million of New Financing (PR Newswire)
Radnor-based Cross Atlantic Capital Partners participates again in new round for Massachusetts-based Interactive Voice Response vendor.

Workday reports sales up almost 61% (MarketWatch)
Beats on revenue; posts slightly smaller loss than expected.

HP's Whitman reiterates 'multi-year journey' amid Q2 revenue miss
At least as long as her contract, I suspect.

Microsoft Unveils Xbox One Entertainment Console (Hollywood Reporter)

Pay TV is hurting, and even skeptics now admit cord cutting could be at fault (Gigaom)

Cable Companies Chafe as Low-Rated Channels Change Names (Advertising Age)

ValueVision Media to Rebrand Its ShopNBC Electronic Retail Operations as 'ShopHQ' -- 'Your Headquarters for All Things Shop' (Marketwire)
Comcast owns about 15% of ValueVision (inherited through its acquisition of NBCU) so it
remains to be seen what this means for Comcast's future interest in the home shopping channel. See more info on switch via Internet Retailer, as ValueVision reports first quarterly profit since 2006.

Comcast, the Mets, and Other Winners in the New Man City-Yankees MLS Franchise (Business Week)


Tigerlabs Shows off First Class of Healthcare IT Accelerator Grads in Princeton

Esther Surden
Publisher & Editor,

Tigerlabs Health (Princeton) showcased its first Healthcare IT cohort at a Demo Day on May 15, 2013. It unveiled an impressive group of six companies. Four of the startups had spent three months at the seed accelerator.

“What we’ve been doing is laser focusing on partnerships we had been forming with all of the industry in the Princeton area,” Bert Navarrete, Tigerlabs founder, told the investors, consultants, mentors and press who had come to see the demos. He thanked the program’s mentors, whom he said had spent countless hours and days working with the accelerator’s individual companies.

Tiffany Bogich talks about which makes model-based science social. | Esther Surden

Many of the featured companies’ founders had Princeton University connections. Several startups came from Europe via Princeton. A number of the founders are returning to the places they came from, but some are staying in New Jersey as they develop their products further.

New York City Technology in Medicine: New York City Technology in Medicine is building out an iPhone app that can measure certain attributes of pupil dilation to diagnose a host of medical conditions. Speaking to the group, CEO Ryan Saleh said current methods of measuring pupil activity are very expensive or consist of shining a penlight in someone’s eyes and taking a subjective measurement. Mobile devices with high-resolution image sensors change that, he noted. The app takes a series of images over the span of two seconds. Cloud software compares the images to diagnostic algorithms, producing a result in a matter of seconds.

“We can do a robust neurological exam right from the device,” said Saleh. Cofounder Jeff Myers said individual apps to test for sobriety, sleep patterns and head trauma would be produced. The company wants to “white label” these apps so brands can offer them, he added. “Imagine a Heineken-branded sobriety app,” suggested Myers. An additional goal is to get this technology into every intensive care unit in the country, he stated. The company said it will close a round of seed funding in August 2013. The founders will be moving back to New York from Princeton and splitting their time between Princeton and a coworking space in SoHo, Saleh told Traveling to the Tigerlabs accelerator from Chicago was President Carl Hirschman — a serial entrepreneur with two successful exits — presented software that tackles a thorny problem shared by home health agencies, caregivers and the families they serve: communication. The company is selling a  Health Insurance Portability and Accountability Act (HIPAA)-compliant online portal to the largely low tech home health agency market. Caregivers currently use paper checklists to convey information to the agency by either driving it there or faxing it in. When a family member needs information for a doctor or a hospital, it takes time for the agency to get back to the family.

The portal centralizes information and connects all the stakeholders: patients, caregivers, families and doctors. “We’ve designed it to be as easy as Facebook to use, so anyone can quickly get the hang of it,” said Hirschman.

The company took the idea through Chicago Lean Startup Challenge and built a beta site. Hirschman said some of the big names in the home health industry have invested in the company. Brian Bauer, Princeton grad Dan Zauber and Albert Pak compose the rest of the team. Hirschman says his company is heading back to Chicago at the end of the month but had a fabulous time in Princeton and “is working on ways to make operations in both places work.”

LifeVest Health: This company — which has moved from Denver to Princeton — offers a clever solution to the problem that plagues corporate wellness programs: they fail to deliver a return on investment to the companies that employ them. Said CEO Jon Cooper, “We help businesses save money and improve the health of their workforce through a stock tied to health … . Improve your health and your stock value rises and you get paid. Neglect your health and the value drops and you pay the price.”

The LifeVest Health founders say their solution differs from outcome-based programs, through which users have to hit biometric thresholds before they are rewarded. “Those people who drive the majority of the cost see the thresholds and say, ‘I’m not going to get there this year and I’d be lucky if I will get there in three years,’ ” said Cooper. They are not rewarded if they lose 15 pounds, and they may need to lose 30, for example, he said. LifeVest’s solution rewards employees as they work toward their goals. Further, it rewards companies with a business model that says companies shouldn’t have to pay if people don’t change, said cofounder Mike Logsdon. This startup, which created a lot of buzz among investors at the demo event, aims to create a public library of scientific models on the Web so scientists don’t have to reinvent the wheel. Founder Tiffany Bogich said she had spent the past 10 years making mathematical models of how quickly certain viruses like SARS are spreading and how they can be controlled. She became frustrated with having to recreate previously published work just to begin her own research. When a pandemic threatens, “we have no tools in the scientific community to collaborate to solve this problem,” she said. helps resolve these issues and others. For example, if there are flaws in the models used, when new data comes in or if the results change, scientists can change their model on in real time, said Bogich, using version control.

Scientists can also comment on and review models online. The software can be applied to many scientific fields and extended for use in finance and pharmaceuticals, said Bogich. The founders have completed back-end development work and expect to publicly launch in early fall, but they need funds to scale their work. “The team will be staying in the Princeton/NYC area to take advantage of the network of health IT contacts in the Princeton area and the growing tech community in NYC,” said Bogich. Her team includes Sebastien Ballesteros and Joseph Dureau, who are based in Princeton and Paris.

Two recent additions to the Tigerlabs Health accelerator are The DentBoard and Clue.

The DentBoard: The DentBoard, which came to Tigerlabs via Nashville and Princeton according to Navarrete, is developing cloud-based business intelligence software for dentists. Cofounder Caleb Bastian is a dentist earning a Ph.D. in mathematical modeling from Princeton. Dentists are leaving a lot of money on the table due to enormous inefficiencies in their practices, he stated. There are several crucial issues; patient satisfaction is one and insurance is another. Insurance companies are responsible for 60 percent of dental office revenue, but they try to minimize payments by delaying or denying claims. Furthermore, 70 percent of dental office expenses are for labor, but dentists have no way to gauge their employees’ productivity. Likewise, dentists don’t have a way to understand prevailing fees in their communities in real time, as information is often outdated and not granular.

The easy-to-use software — which already interfaces with popular in- use dental software — will help dentists better manage their practices and increase the standard of care, said Bastian. The company has already had a $200,000 seed round. Bastian’s cofounders include Jose Garmilla and Tim Kunisky.

Clue: Clue came to Princeton all the way from Berlin. CEO Ida Tin pitched her company, which provides women information about their fertility all through their reproductive days. “We are building an app and a piece of hardware to enable women to take out their phone to see if they can get pregnant on any given day,” said Tin. The hardware is in development, and although Tin couldn’t release details, she said it would interface with the body to provide real-time information about where a woman is at any given time in her cycle. The company will sell disposable components for the hardware via a subscription model, she told the group. Tin’s cofounder is Hans Raffauf.

Esther Surden is Publisher and Editor of NJTechWeekly, and a contributor to Philly Tech News. This article originally appeared in NJTechWeekly, and is reposted here with her permission.


Villanova law professor, tax expert, testifies in Apple tax hearing

Tom Paine

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J. Richard Harvey, a tax expert at Villanova University School of Law, testified Tuesday in front of a Senate panel exploring Apple's tax strategies, saying "I suspect that what Apple has done is within the bounds of what's acceptable in international tax law." But he also said he nearly 'fell out of my chair" when he read that Apple said it did not rely on tax gimmicks.

Of course, the definition of "gimmick" is open to interpretation. My experience is that large corporations spend as much as they need to in order to legally minimize tax bills, as long as the ROIs from those expdenditures are adequate. And most corporations consider it their fiduciary responsibility to shareholders to do so, again as long as it is clearly within the law.

Harvey joined the Villanova School of Law as Distinguished Professor of Practice in 2010, according to Villanova's website. He has extensive high level experience at Treasury and the IRS under several administrations, as well as being a retired Managing Partner at PricewaterhouseCoopers. He was one of two academic tax experts to testify in front of the panel, the other being Stephen E. Shay of Harvard Law School.

Daily Links 5/21/2013: Devon IT introduces $99 Zero Client Computing device, the Ceptor

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Viewers Start to Embrace Television on Demand (New York Times)

NBC hopes News President Deborah Turness will be agent of change (LA Times: Company Town)

FourthWall Nips at Nielsen (Light Reading Cable)

Why Google will crush Nielsen (The Guardian)

Devon IT Announces Newest Innovative Product in Zero Client Computing, the Ceptor (Business Wire)

Devon IT rolls out $89 plug-and-play zero client for the enterprise (Infoworld)

American Express Offers Promotion of Free Two-Day Shipping with ShopRunner to U.S. Consumer Cardmembers (Business Wire)

Swipely raises another $12m from tiny Rhode Island (PandoDaily)
First Round Capital participates again.

Performance management biz Adaptive Planning nets $45M from BVP & others (VentureBeat)

VMware launches network-savvy cloud service (PC World)
Will offer SAP HANA as an option.

Here Are More Details About SAP's Surprising New Partnership With VMware (SAI Enterprise)
This seems to clarify things a bit.


Frontier's Wilderotter: Our hick customers don't need more than 6 Mbps

Tom Paine

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At the J.P. Morgan 41st Annual Technology, Media and Telecom Conference in Boston last week, Stamford, Connecticut-based Frontier Communications (NYSE: FTR) Chairman & CEO Maggie Wilderotter implied that most of its largely rural customer base did not really need (or want) much faster broadband speeds.

"In a lot of the big urban markets [like Boston] there a lot more power users, but a lot of our rural customers are not power users so 80 percent in our footprint use 6 Mbps or less, so the target sweet spot for these promotional offers we are putting in place is an aggressive price point that gets people on basic service - that that's all they need," Wilderotter said. She did say that in 42% of its footprint Frontier can offer 20 Mbps and it can offer 12 Mbps to 54%.

In May of 2009, Frontier acquired 4.8 million access lines - mostly rural and copper-based, from Verizon for $8.6 billion, tripling the size of the company (the deal closed in 2010).

Daily Links 5/20/2013: Yahoo makes Tumblr acquisition official; $1 billion Delaware data center will generate own power

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Yahoo officially acquires Tumblr for $1.1 billion, promises “not to screw it up” (Gigaom)

Going Off The Grid: Delaware Data Center Will Generate its Own Power (Data Center Knowledge)

Former IPG (& GSI Commerce) Exec Pahade Named Poptent CEO (MediaPost)

NBC names Deborah Turness president of news division
(LA Times: Company Town)

Quality Systems dissident board member resigns (MarketWatch)
Quality Systems' primary business is Horsham-based NextGen Healthcare.

GrubHub to Merge With Seamless as Food Orders Go Mobile (Bloomberg)
New York-based Seamless was owned by Philadelphia food service giant Aramark for several years before it was spun off. One of Seamless' early backers was the Conshohocken-based VC firm now known as Artists & Instigators.

Life after SAP
(Vinnie Mirchandani/Enterprise Irregulars)

CEO Marc Benioff Says Chatter Will Become Primary Interface For Salesforce, A Bold Yet Risky Move (TechCrunch)

Bala tech aid firm to hire 60 ( Philly Deals)

Higher Ed CRM Firm TargetX Adds Rutgers, Richmond, Bryant and Towson to List of Schools in the Cloud (Globe Newswire)

Novotorium Invests in Dunnamic, Interactive Design Studio with Medical Animation Expertise (PR Web)

Pharmas dial back reprints spend, floor it on digital to reach HCPs (Medical Marketing & Media)


Philly Tech People News 5/19/2013

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PeopleLinx Names Chief Marketing Officer
Social Business Expert Michael Idinopulos to Lead Marketing Strategy for the Next Phase of Company Growth
(PR Newswire)

HIT Application Solutions Welcomes Industry Veteran Jerry Baker as CEO (Business Wire)

GSI Commerce Appoints Michael Kliger as Managing Director for Europe (GSI Commerce website)

Monica Cawvey Joins Science Center as VP Development (Business Wire)

NBC News expected to name ITV's Deborah Turness as next president (LA Times: Company Town)

Nutrisystem Taps Robin Shallow As Vice President Of Communications (PR Newswire)

Rajant Names Cesar Benavides Regional Sales and Service Director – South America (Business Wire)

SuccessFactors Hires Gartner Analyst Thomas Otter to Lead Development of Next Generation HCM Software
(PR Newswire)

Netplus adds six new team members (Philly Ad Club News)


Yahoo Tumblrs for Cool: Board Approves $1.1 Billion Deal as Expected (All Things D)

Tableau's market value soars past that of competitor QlikTech on first day of trading

Tom Paine

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Photo / Business Wire

Business Intelligence vendor Tableau (I think the preferred term now is data discovery and visualization) closed its opening day of trading (on the NYSE under the symbol "DATA") yesterday at $50.75, up almost 64% from its opening price to the public of $31.00, giving it a market capitalization of about $2.9 billion.

Its Radnor-based competitor, QlikTech, closed yesterday at $30.68, with a market cap of $2.65 billion. QlikTech held its IPO on July 16, 2010.

Seattle-based Tableau had been growing at more than 100% per year and had total revenue of $127.7 million in 2012. It posted a net loss of $3.7 million on revenue of $40 million during this year's first quarter, up 62% from the pior year. QlikTech reported total Q1 2013 revenue of $96.5 million, up 22% from the prior year's first quarter, and a GAAP loss of $16.8 million.

Tableau and QlikTech are by no means apples to apples competitors, though they frequently come up for direct comparison (but QlikTech CEO Lars Björk downplays in presentations how often they compete for the same accounts). Tableau's strength's are seen as data visualization and "rapid fire" ad hoc query capabilities, and being easier for end users who are not data analysts or developers to use. QlikTech is probably better suited to heavier (more structured) data analysis and for the sheer speed of its in-memory processing (although Tableau also uses in-memory technology).

Another distinction between the two is that while QlikTech originated in Sweeden and gradually expanded into other regions of the world and its revenue distribution still reflects its European roots, only 17% of Tableau's 2012 revenue came from outside the US and Canada, according to its S-1.

QlikTech announced earlier this month it had acquired Sweeden-based NComVA, a company it was already partnering with, to enhance its visualization technology.

QlikTech shares have also had a nice spike this month, up 20% and hitting a 52 week high, partially spurred on by the prospects of the Tableau IPO and perhaps a sense among some investors that QLIK was undervalued relative to the value given to Tableau.


NewSpring Capital Companies Honored at 2013 Enterprise Awards (NewSpring Capital News)

SAP Sapphire Wrap 5/17/2013

Google And SAP: Two Very Different Cloud Strategies (ReadWrite Cloud)

Face/Off – SuiteWorld vs Sapphire Now (Diginomica)

SAP Vows Hana Is Ready To Run ERP (Information Week)

Daily Links 5/16/2013: Arris CEO says M&A ‘Distractions’ Took Toll on Motorola Home

Arris CEO: M&A ‘Distractions’ Took Toll on Motorola Home
Says Q2 Revenues Will Be Light, but Expects Sales to Accelerate in the Second Half of 2013
(Multichannel News)

Philly Fed Manufacturing Index Drop (Wall Street Journal: Real Time Economics)

Pills Tracked From Doctor to Patient to Aid Drug Marketing (New York Times)

Amtrak Is Introducing Acela-Like Wi-Fi (New York Times)

Dell 1Q Net Tumbles 79% as PC Trouble Continues (Fox Business)

Microsoft's Cloud Businesses Lift Shares To 5-Year High (Dow Jones Newswires via Fox News)

Daily Links 5/15/2013: RJMetrics closes $6.25 million Series A

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RJMetrics Closes $6.25M Series A Financing (PR Web)

Business Intelligence Startup RJMetrics Raises $6.25M From Trinity Ventures For Ecommerce Boom (TechCrunch)

Activist Shareholders Target MSNBC During Comcast's Annual Meeting (Audio) (Hollywood Reporter)

Comcast Checks into Hotel Services Opportunity (Multichannnel News)

DirecTV Looks to Test Off-Air Antenna in Set-Top (Multichannel News)

Netflix ISP Speed Index for April (Netflix Blog)

Drones and Airware: Why We Invested (Kent Goldman/First Round Capital)

InsPro Technologies Corporation Announces First Quarter 2013 Financial Results (Business Wire)

MeetMe® Enhances Mobile Subscription Product MeetMe+
Company extends mobile monetization leadership among mobile social apps
(Business Wire)


Highlights from SAP's Sapphire 5/15/2013: SAP unveils Fiori app suite

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SAP unveils 'consumer-friendly' Fiori app suite (PC World)

SAP updates line-of-business cloud apps (PC World)

SAP Gives ERP A Facelift (Information Week)

SAP co-CEO Snabe: In business, eat (or be eaten) (ZDNet)

Have We Been Properly Introduced? Dispelling Misconceptions About SAP HANA (Silicon Angle)

IBM PureSystems, SAP and business transformation (ZDNet)

Port of San Diego finds value in SAP cloud apps, but not HANA (Computerworld UK)

PACT, Ben Franklin Northeastern PA honor top entrepreneurs

Tom Paine

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Two of the area's most prestigious tech associations held their awards banquets last week.

On Thursday evening, May 9, PACT (The Greater Philadelphia Alliance for Capital and Technologies) held its 20th Annual Enterprise Awards. The event was held at a new venue this year, the Valley Forge Casino, intended to provide a bit more of a "red carpet" atmosphere (though hopefully it didn't lead to any startups wagering away their VC funds).

The IT winners of Enterprise Awards this year were:

· Technology Startup Company: ThingWorx
· Emerging Technology Company: InstaMed
· Investment Deal of the Year: Liquent
· IT Innovator Award of Excellence: Relay Network
· Technology CEO of the Year: Tim Wallace, iPipeline
· Technology Company of the Year: Quintiq

Comcast Executive VP David L. Cohen was named Legend Award Honoree.

You can see all the finalists here.

Also, on the evening of May 7, Ben Franklin Technology Partners of Northeastern Pennsylvania held its annual i xchange at Zoellner Arts Center at Lehigh University, with some 550 attendees present.

Award winners included Ed J. Coringrato Jr (Entrepreneurial Achievement), CEO of CyOptics, the Breinigsville optoelectronics maker for the telecom industry that was recently acquired by Avago Technologies Limited for $400 million. Also honored was Anthony J. Salvaggio (Incubator Graduate), President of ComputerAid Inc., Allentown. The IT consulting firm, which started with two employees in the early 1980s, now has more than 3,000 full-time associates.

Michael Whitman, President & CEO, Micro Interventional Devices, Langhorne, was honored for product innovation. Started out of Ben Franklin TechVentures in 2010, Micro Interventional Devices developed a minimally invasive product for use in heart valve repair and replacement procedures.


Two visions of the future of Healthcare IT; John Glaser and Agent Smith of "The Matrix"

First, John Glaser, PhD, CEO of Malvern-based Siemens Healthcare, Health Services, and an acknowledged industry visionary, gives a 3 minute presentation at this past winter's HIMSS Conference in New Orleans on the future of the Electronic Health Record. Glaser sees the EHR moving from being largely a transactional record to becoming an "intelligent" record.

GE Healthcare came up with this curious commercial using Agent Smith (Hugo Weaving) of "The Matrix" fame. The result is rather odd but perhaps strangely effective.


Daily Links 5/14/2013: ABC launching trial of free online streaming in Philly today

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ABC starts free online streaming in Philly today ( Philly Deals)

Aereo Lands in Atlanta on June 17 (Multichannel News)

Verizon, Vodafone Stalement Seen Amid $7B Dividend (Investor's Business Daily)

Daily Report: Surging Data Center Industry Blurs Boundaries (New York Times)

Connectify Kickstarts Cloud Service For Faster Internet On Mac & PC (PR Newswire)

Connectify brings its broadband channel bonding service to the cloud (Gigaom)

Here's Why The Founders Of Left Last Week (SAI Enterprise)


Daily Links 5/13/2013: Alteva, MeetMe earnings

Q&A: Plaintiffs' lawyer Barry Barnett on the Comcast class action (Thomson Reuters News & Insights)

Alteva Reports First Quarter 2013 Financial Results (Marketwire)

MeetMe® Reports First Quarter 2013 Financial Results (Marketwire)
Mobile revenue growing rapidly, but not enough yet to offset decline in non-mobile revenue. Mobile now accounts for 70% of daily users in US and Canada.

First area health-information exchange forming (Philadelphia Business Journal)

Health IT Accelerator Launching at University City Science Center (Business Wire)

Instem Enters Early Phase Clinical Market; Acquires Logos Technologies and ALPHADAS (Business Wire)

David’s Bridal launches a mobile planning tool for brides-to-be
(Internet Retailer)

Some pre-SAPPHIRE SAP news

Bluefin on SAP HANA Enterprise Cloud (Diginomica)

SAP Sapphire 2013 preview: Five big questions (ZDNet)

Sapphire Now 2013 – the discerning preview (Diginomica)

HP wanted to offload Autonomy on SAP, says SAP co-chief (The Register)
But HP says it was SAP that was trying to buy from them.

Philly Tech People News 5/12/2013: SAP names former Comcast exec Clarke to head marketing communications function

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Victoria Clarke Becomes SAP's Fourth Comms Head In Three Years (The Holmes Report)
Previously with Comcast, the Pentagon.

Comcast’s Pick joins ValueVision board (CED Magazine)

InterDigital Adds Todd Simpson to Lead Innovation Partners (Globe Newswire)

Seasoned Specialty Retail Leader Named CEO of David’s Bridal
Pamela B. Wallack, Former Gap Executive Vice President, to lead largest specialty bridal market retailer
(Business Wire)

GROM Hires Analytics Practice Lead
SAP Partner Engages Leading BI HANA Expert to Spearhead Analytics Practice
(PR Web)

Checkpoint Systems, Inc. Appoints Jeff Richard Executive Vice President and Chief Financial Officer (Business Wire)

Peter Illari Joins iCorps Technologies to Grow Philadelphia Market (PR Web)

DMi Partners Continues to Grow, Adding Three Associates to Creative Department (Marketwire)


Today in Philly Tech History 5/12/2010: SAP acquires Sybase for $5.8 billion (Updated 5/16)

Tom Paine

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On May 12, 2010, SAP announced it had agreed to acquire Dublin, CA-based Sybase for $5.8 billion. The first big strategic bet under co-CEOs Bill McDermott and Jim Hagemann Snabe since they took over the top spot from Léo Apotheker on Super Bowl Sunday of that year, the Sybase buy offered benefits in at least three important areas: database technology (the core of Sybase's original business although it was now a distant runnerup to Oracle, IBM and Microsoft) , strength in vertical sectors like financial services and telecom, and advancing SAP's position in mobile technology.

Sybase CEO John Chen left the company last year to join PE giant Silver Lake Partners, and Sybase became a fully integrated part of SAP rather than a standalone unit.

I asked R "Ray" Wang, Principal Analyst & CEO of enterprise software research firm Constellation Research, Inc., to reflect on how the Sybase acquisition has turned out for SAP three years later. He responded by email that "while the acquisition was on the expensive side, SAP used it to leap frog from super legacy ERP vendor to a more forward path of innovation. In general the Sybase acquisition set into motion 3 areas for SAP:

1. Mobility - this helped them move into the mobile device management and mobile app dev market.
2. China presence and credibility - this gave them a good footing in China based on John Chen's market development and credibility with the Chinese government.
3. The underpinning of database and HANA - the movement to reduce dependency on Oracle and set a path for in-memory computing came from these efforts."

When I asked Wang to be more specific about how Sybase contributed to the development of HANA, he said "The key thing was having access to some of the smartest database minds in the world. They say HANA is home grown, but I think they learned from Sybase and built from scratch."

Also, this thread on the SAP Community Network from earlier this year provides some interesting perspectives on what was gained from the acquisition.

Update 5/16/2013: Hasso Plattner speaking at SAPPHIRE: "Guess why we bought Sybase? They have a whole package of columnar store. Probably will be useful."