Links 1/21/2015: Looking at SAP's, IBM's problems; Comcast to occupy entire new skyscraper

Understanding SAP’s 2017-20 outlook (Den Howlett / Diginomica)

SAP Benefits From Privacy Concerns in Switch to Cloud, CEO Says (Bloomberg via swissinfo.ch)


IBM Can't Shrink Its Way To Greatness (Information Week)
Some of IBM's revenue decline can be traced to the greater number of SAP cloud deployments, which require less consulting work and middleware.

Workday looks to Germany to fuel European expansion (ZDNet)

Cloud vs. Enterprise CRM Software Price War Coming (Insurance Networking News)

The Increasing Growth Rates Of SaaS Companies (Tomasz Tunguz / Redpoint Ventures)

What Makes Salesforce's Cloud Different From Other Clouds (Salesforce Blog)


Comcast to occupy entire new skyscraper (Philadelphia Business Journal)
So much for the startup space that was to be included?


Comcast’s next-generation Xi4 set-top box passes the FCC (Gigaom)

In this year's Super Bowl, only sure winner is Comcast (Philadelphia Inquirer)


Fanatics, the Online Sports Retailer, Lands Nascar Deal to Run Superstores at Racetracks (Re/code)
Fanatics is a part of Michael Rubin's Kynetic LLC ecommerce empire.

Uber Said to Raise $1.6 Billion in Convertible Debt to Expand (Bloomberg)

What Changes At ModCloth And Nasty Gal Mean For E-Commerce (TechCrunch)