Links 1/30/2014: Ellison says IBM, SAP no longer Oracle's main rivals; Report: Microsoft Cloud Boss Nadella may be new CEO, Gates may leave board

Ellison says IBM and SAP no longer Oracle's main rivals (PC World)

IBM Sees SaaS as Driver for Social Business in the Cloud (eWeek)

Splitting SunGard, sponsors clear path toward exit (Reuters)

Microsoft’s Next CEO Reportedly Will Be Its Cloud Boss Satya Nadella, Gates Could Be Replaced On Board (TechCrunch)

Unisys Announces Fourth-Quarter 2013 Financial Results (PR Newswire)



The Rise of Vertical-Specific SaaS Vendors (Norwest Venture Partners Blog)

NetSuite posts strong Q4 (ZDNet)


Time Warner Cable Posts Solid Q4 Results, Growing Internet Base But Shedding TV Customers (Variety)

Analysis: Charter's bid for Time Warner Cable hinges on Rutledge's skill (Reuters)

Comcast’s Expanding Mid-Section (Multichannel News)

NBCU, Comcast Offer Targeted Advertising (Multichannel News)


Did Google Really Lose on Its Original Motorola Deal? (New York Times: DealBook)

FCC says US telcos can start moving to IP-based calling, but in baby steps (The Register)