Tuesday Highlights: SAP sees positive headwinds for 4th quarter; IBM's problems examined (but not solved)

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SAP says could beat targets on cloud's silver lining (Reuters)

SAP hails CRM-fuelled cloud growth, denies pushing customers into cloud (CloudPro)

Bill McDermott, CEO SAP – it’s about tomorrow’s generation (Diginomica)

Virtustream will play critical role in executing hybrid cloud strategy for EMC/VMware
(Network World)

IBM's stock is getting pounded as the company struggles to transform itself (Business Insider)

IBM drops to almost 5-year low as profit forecast is cut (Bloomberg via San Jose Mercury News)

IBM needs a rebound in software to turn around slump: Top Analyst (CNBC)

Comcast Looking to License Set-Top Data (Broadcasting & Cable)

Verizon adds 1.3 million wireless customers; just beats Wall Street expectations (Fortune)

Verizon exec hints that Comcast, others will execute on MVNO deal (FierceCable)

Set-Top’s Death Greatly Exaggerated (Multichannel News)

Why Google and TiVo are facing off against Comcast and Hollywood (Washington Post)