Links 4/ll: Comcast staffing up For Mobile Trials; Is it just SAP or the market?






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Layer3 TV’s Crazy Plan to Take on Comcast and Reinvent Cable (Wired)
Perhaps its crazy (with all due respect to the founders) because rapidly changing internet & cable technology and economics could make it obselete. Read below.

Will Layer3 TV Ever Launch? (Light Reading)


Comcast Staffs Up For Mobile Trials
(Donahue Report)

Comcast CEO Roberts: Snider 'understood his mortality' and planned for future
(Philadelphia Inquirer)

Google Fiber No Longer Free In Kansas City (Information Week)


Dell infosec unit SecureWorks given $1.42bn price tag in IPO (The Register)

SAP Warns on Q1; It’s the Market, Says Nomura; No, It’s Them, Says Stifel (Barron's
Tech Trader Daily)
"New cloud bookings grew only 22% Y/Y, well below the high 30% level a year ago on an organic (ex-Concur) CC basis," one analyst points out, which doesn't sound great considering the multiples SAP paid for its cloud acquistions.

Gartner: Global PC shipments fell 9.6% in Q1 2016, the first quarter below 65 million units since 2007 (VentureBeat)

Billy Penn owner Spirited Media narrows search for second city (Capital New York)