Quotes from last week: Brian Roberts, Steve Ballmer & others

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Comcast Chairman & CEO Brian Roberts, when asked during Comcast's earnings conference call if there was an absolute (legal) limit on how big Comcast could get in the US cable business: "I don't think there really is. There's been a number of rulemakings that have been knocked down, but obviously that's a gray area."
Seeking Alpha

Comcast CFO Michael Angelakis on how much financial leverage the company is willing to take on: "Given the total amount of debt that we have which is approximately $48 billion, we feel that we're very comfortable in the range that we've set which is 1.5 to 2 times. I think that we really prefer to have a bit of conservatism in our balance that provides appropriate flexibility and obviously we've given this a tremendous amount of thought and are pleased with where we're going right now." (He said that as of the end of Q2 it was 2.3 times.)
Seeking Alpha

Cablevision CEO James Dolan: "There could come a day" when Cablevision stops offering television service, and instead just provides broadband.
Wall Street Journal

Microsoft CEO Steve Ballmer on Surface RT: "We built a few more devices than we could sell."
The Verge

SAP platforms head Steve Lucas: “We aren’t going to buy Tableau. There’s no need to buy an overvalued software company.”

Unnamed SAP executive quoted (paraphrased) by SAP consultant/analyst Jon Reed at The SAP Americas Partner Leadership Summit: "You need a PhD to understand our pricing…we are undergoing a massive pricing simplification."

Dell Boomi co-founder and former GM Rick Nucci on his future plans: “My plan, I guess, is to start something from scratch like I did with Boomi in Philadelphia again and hope to only make new mistakes this time”
Philadelphia Business Journal


Daily Links 8/6/2013: SAP merging Hana with Hybris to boost commerce offering

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SAP merging Hana with Hybris to boost commerce offering (V3.co.uk)

Focus is key: 6 cloud startups kicking ass by going narrow (VentureBeat)

SAP’s Brand, Product Lines and Channel Partners- Reconciliation Needed (Brian Sommer/ZDNet)

VMware brain gain? SAP vet Sanjay Poonen enters to head up end-user computing (Gigaom)

Oracle Loses Top North American Sales Guy Anthony Fernicola To Salesforce.com
(Business Insider)

What the CIA Private Cloud Really Says About Amazon Web Services (Computerworld)

Liberty Interactive Corporation Reports Second Quarter 2013 Financial Results (Business Wire)
QVC US revenue up 3%; 30% of eCommerce orders globally from mobile devices.

Social-Commerce Channel Coming to QVC.com (Ad Week)

Artisan Mobile Experience Management Platform Powers Mobile App Growth for A View From My Seat (Business Wire)

Comcast’s plan to turn pirates into customers: breakthrough or bogus? (Gigaom)

Post-Newsweek Group, Cable One Not Part of Washington Post Sale (Broadcasting & Cable)

Charter Reports Second-Quarter Loss as Video Losses

Dish Posts $11M Net Loss, Sheds 78,000 Net Video Subs in Q2
Multichannel News)

UPDATE: DISH Chairman not interested in DIRECTV merger for now (SNL)