Daily Links 10/23/2012: Tax incentives aimed at bringing Oracle jobs to PA ready for Corbett's signature

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Tax incentive to lure software maker Oracle to Pennsylvania awaits Gov. Corbett's signature (Philadelphia Inquirer)

SAP, Oracle negotiations: It's complicated (ZDNet)

SAP’s Gilroy bullish on channel growth (ChannelBuzz.ca)

Ametek raises full-year profit forecast again
(Reuters)
Also announces it will buy Micro-Poise Measurement Systems for $170 million.

Tely Labs Dials Up New Video Conferencing Solution for Business With Strategic Investments From Comcast Ventures and Rogers Venture Partners (Marketwire)

Comcast forms CoMPASS team to develop next generation user interfaces (FierceCable)


McSlarrow Getting New Operational Post At Comcast/NBCU: Sources (Multichannel News)

Netflix's third-quarter earnings tumble amid global expansion (LA Times)
Netflix shares down 16% in after hours.

Comcast, NBC and the NHL lockout (Philadelphia Inquirer: Broad Street Bull)

Zagster Raises $1,000,000 to Accelerate National Rollout of Bike Sharing Programs for Hotels, Employers and Real Estate Managers (Marketwire)
Now based in Cambridge, MA, Zagster was originally founded in Philadelphia as CityRyde.

InterDigital’s Standardized M2M Technologies Power Multi-Vendor Machine-to-Machine Demonstrations and Interoperability Testing at ETSI Forum (Business Wire)

Healthcare IT venture capital and M&A hold strong in Q3 2012 (Healthcare Finance News)



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Daily Links 4/26/2012: QlikTech reports revenue of $79.2 million, up 26% compared to Q1 2011

Qlik Slips: Q1 Beats, Q2 View Light; Year View Tops Estimates (Barron's: Tech Trader Daily)
QlikTech earnings press release.

Safeguard Scientifics Announces First Quarter 2012 Financial Results
Steady Partner Company Growth Validates Safeguard's Strategic Focus (Business Wire)

InterDigital Announces First Quarter 2012 Financial Results
Company Signs Five New or Expanded License Agreements Year-to-Date, all Covering LTE Technologies (Business Wire)

SAP's cloud business won't profit in 2012: report (MarketWatch)

AMETEK to Acquire Dunkermotoren (PR Newswire)

AMETEK Announces Record Results (PR Newswire)
Increases earnings guidance for year.

TE Connectivity profit tops Wall Street forecast (Reuters)

Could DuckDuckGo Be The Biggest Long-Term Threat To Google? (Search Engine Land)

SnipSnap Wins Tech Trifecta (Philadelphia Daily
News)

Providence Said Selling Hulu Stake at $2 Billion Value (Bloomberg)
Comcast, an existing (though hands-off) investor, reported to be acquiring part of stake.

Comcast opens state's first Xfinity retail store in Middletown (phillyBurbs.com)

SpectrumCo to FCC: T-Mobile Can't Have It Both Ways
MSOs Ask Agency to Dismiss T-Mobile's Opposition to Proposed Sale of Spectrum to Verizon (Multichannel News)

Time Warner Cable Profit Climbs 18% As Broadband Grows (Dow Jones Newswires via Fox Business)


New York Times R&D Group Launches First Commercial Product (and It's for Brands) (Ad Age)
SAP is first advertiser to use it.

NetSuite Q1 Edges Estimates; But Shares Sag In Late Trading (Forbes)




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Daily Links 1/27/2012: Datatel says 'fewer than 40' cuts after SunGard HE deal closes

Datatel cuts 'fewer than 40' after deal with SunGard Higher Ed closes (Washington Business Journal)

Motorola Mobility's Cable Sales Fall 11% In Q4
Set-Top Shipments Down 3% in Fourth Quarter But Up 6% for Full-Year 2011 (Multichannel News)

Like Sports On Cable? Pay Up. Don’t Like Sports On Cable? Pay Up, Anyway (Peter Kafka/All Things D)

Comcast's Split-Personality Problem (Jonathan Takiff/Philadelphia Daily News)

SAP Takes On Oracle Database, Salesforce Cloud
(Information Week)

SAP Extends Offer For SuccessFactors While Government Entity Investigates (CRN)

Ametek Q4 beats Street, sees strong 2012 (Reuters)
Also acquires O'Brien for about $175 million from Industrial Growth Partners.


Investors bet $16 million on growth in application delivery market (Computerworld)
On Kemp Technologies, New York-based firm in which Edison Ventures just led $16 million round.

The Neat Company Is Putting Paperless in the Cloud [Macworld / iWorld 2012] (Cult of Mac)
Neat's soon to be launched Cloud services may open new opportunities for it.

More Venture Capital Dollars Flow To Health IT (Information Week)

FiOS Being Installed in East Mt. Airy (Mt. Airy Patch)


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Daily Links 10/25/2011: NBC Sports, including Versus, moving to Connecticut

NBC Sports may move its Phila., N.Y. operations to Conn. (Philadelphia Inquirer)

It's official: NBC sports coming to Connecticut (Connecticut Mirror)


Tech bubble 2.0, revisited (FT Blogs)

Who’s next on Oracle’s hit list? (Gigaom)

Dell Boomi gets a business rules engine (Computerworld)

Dell Boomi AtomSphere Fall Release Harnesses Power of World’s Largest Integration Cloud to Simplify Integration Complexity (Business Wire)

Modelling market for SAP heats Up (IT-Director.com)

Mainframes pump up profits at Unisys
Bucking Uncle Scrooge Sam (The Register)

Cross Atlantic Capital Partners Completes Its Most Recent Investment in Rootstock Software (Business Wire)
Saleforce.com also invests. See my post on Cross Atlantic's investment in Rootstock from June.

What I learned from raising venture capital (Gabriel Weinberg's Blog)
DuckDuckGo's reported funding is $3 million (actually, one dollar less), according to an SEC filing.

After Dismal Earnings Outlook, Netflix Loses $2.3 Billion In Market Cap (TechCrunch)

Netflix and the economics of nonrival goods (Felix Salmon/Reuters Blogs)

Who Will Own Your Living Room? (Silicon Angle)

AMETEK Announces Strong Third Quarter Results (PR Newswire)
Raises guidance for full year.

AMETEK Acquires EM Test (PR Newswire)
Continues to be acquisitive.

Nokia Maps plus HTML5 equals offline mobile maps (Gigaom)

Industry's First Integrated Wireless Receiver Gives U-Verse TV Customers More Freedom to Easily Watch TV Anywhere, in Any Room in the Home
(AT&T Press Release)

Health IT Wins More Venture Capital in 2011
Venture capital for healthcare software and IT services hit $207 million in the third quarter of 2011, a 14% increase compared to Q3 2010. (Information Week)



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Daily Links 10/17/2011: What will happen to Daily Deals market; too many small startups?

SAP boosts third quarter profit on TomorrowNow loss writedown
Currency fluctuations hit operating profit (Computerworld UK)

Cloud impact: SAP changes upgrade and maintenance policies (ZDNet Blogs)

Supply Chain Consultants, Reflecting Its Evolution and Growth as a Software Provider, Changes Name to Arkieva (Business Wire)

Is Boston spawning too many start-ups, and starving growth companies for talent? (Boston Globe: Innovation Economy)
Does the same question apply to the Philadelphia area?

How Critical Is TV Everywhere?
It May Be the Future of Pay Television — But Not All Are Sold (Multichannel News)

Jonathan Storm: Peacock looking plucked as NBC cancels shows (Philadelphia Inquirer)

Scoop: Skype founders gunning for Netflix with Vdio (Gigaom)

Hulu Owners May Seek IPO for Video Website After Halting Auction (Bloomberg)

Why SEI shares lag the market (Philly.com: Philly Deals)

AMETEK Acquires Reichert Technologies (PR Newswire)
One of Ametek's largest deals in a while.

Are daily deals really dying? (GSI Commerce Blog)

Microsoft's plan for bringing its BI tools to iOS, Android, and Windows 8 devices (ZDNet Blogs)



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Daily Links 7/26/2011: SAP posts strong earnings; InterDigital files patent complaint

InterDigital Gains on Apple-Google Patent Rush (Bloomberg)
Suggests that InterDigital may fetch as much as $5 billion.

InterDigital Files Complaint Against Nokia, Huawei and ZTE With International Trade Commission
Company Seeks Importation Ban for 3G Wireless Products that Infringe on U.S. Patents (Business Wire)

With Bidders Watching, Interdigital Goes On A Mobile Patent Offensive (MocoNews)

SAP AG: SAP REFINES OUTLOOK FOR NON-IFRS SOFTWARE AND SOFTWARE-RELATED SERVICE REVENUE AT CONSTANT CURRENCIES AND NON-IFRS OPERATING PROFIT AT CONSTANT CURRENCIES (DGAP)
Pre-release update: SAP sees annual results at higher end of previously forecasted range based on strong second quarter.


SAP Reports 35% Growth in Software Revenue at Constant Currencies and 20% Growth in Non-IFRS Software and Software-Related Service Revenue at Constant Currencies for the Second Quarter (PR Newswire via MarketWatch)

SAP Q2 Revenue Rises 14 Percent (PC World)

SAP users not readily adopting BusinessObjects, user group finds (Computerword UK)

Lockheed Profit Rises 3.9% on F-35 Orders (Bloomberg)

AMETEK ANNOUNCES RECORD RESULTS (PR Newswire)

Comcast, NBCU Bring Dynamic Ads to VOD
Kraft, Chrysler are initial sponsors (Broadcasting & Cable)

Netflix proclaims Internet as future, but data caps loom as threat (Washington Post: Post Tech)
Quotes Wharton Prof Kevin Werbach.

Safeguard Scientifics Partner Company Portico Systems Closes Sale to McKesson (Business Wire)

Commonwealth to Host Meeting to Discuss Statewide Health Information Exchange (PR Newswire)



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Daily Links 1/27/2011: Comcast holds merger kickoff meetings in LA, NY and Philly

Comcast-NBC U execs tout synergy, muscle
Burke, Roberts rally newly merged troops (Variety)

A Little Less Drama at NBC (New York Times)
On Comcast exec Stephen Burke taking over.

What are Comcast's plans for NBC News operations? (USA Today)

NBC vets Ebersol and Michaels can give Comcast a history lesson (LA Times: Company Town)

Hulu May Sell Broadcast Television Bundles (PC World)

Cable companies best at streaming Netflix video (CNET News)
Comcast ranked #2, according to Netflix.

New York's quest to become 'the digital city' (CNET News)

On Deck, Which Helps Small Businesses Get Capital, Lands Some Of Its Own (All Things Digital: New Enterprise)
$15 million C-round led by SAP Ventures, with early investor First Round Capital also participating again.


Portico Systems Reports Strong Revenue Growth and Promotes Job Creation in the State of Pennsylvania (Business Wire)

AMETEK Announces Record Results (PR Newswire)

Netsuite goes Native with Subscription and Billing (Diversity Limited Blog)
Although Media's Aria Systems is a Netsuite preferred provider.

Guerrilla Tactics for SAP’s OnDemand 'Go to Market' Strategy (SAP Community Network Blogs)

SAP Plans to Offer Flexibility Through Partnerships, Co-CEO McDermott Says (Bloomberg)

Software AG Surges as Profit Rises, CEO Says Company Aiming for DAX Index (Bloomberg)
Software AG has a significant presence in Berwyn as a result of its acquisition of IDS Scheer.

Inside Lockheed Martin's out-of-this-world virtual-reality lab (Denver Business Journal)

Lockheed Profit Dips on Lower Margins in Combat Jets (Bloomberg)

Motorola Mobility's Home Segment Q4 Sales Inch Up 1%
Cable Unit Revenue Down 7% for Full-Year 2010 (Multichannel News)




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Daily Links 10/26/2010: SunGard CEO outlines Cloud Plans

Comcast Opens Xfinity TV Online To All Video Subs
'TV Everywhere' Service Provides 55,000 Movies and TV Shows (Multichannnel News)

Is Comcast’s Xfinity TV a Trojan Horse? (Gigaom: NewTeeVee)

Netflixity… Time to Buy? (Cable360)

Cablevision CEO Jim Dolan wants sitdown with News Corp. at FCC headquarters (LA Times: Company Town)

Unisys hit by mainframe, services declines in Q3
Apple deal misunderstood and overblown (Channel Register)
Unisys Press Release

Ametek Q3 earnings beat Street; ups FY earnings view (Reuters)

Sungard outlines cloud plans: a CEO Q&A (Computer Business Review)

SAP, Oracle… Infor? (FT.com: Tech Blog)

SAP sued over 'Run Smarter' slogan (Computerworld)

BravoSolution: More Applause Deserved (Part 1) (Spend Matters)
The one thing that did come out of VerticalNet.

TruePosition Awarded Patent that Enables Advanced Mobile Phone Triggering (Business Wire)

Software development company opens new facility
Infragistics CEO has lived in So. Brunswick for over 20 years (North South Bunswick Sentinel)

Dataram chooses Issaquah for new testing, development center
(TechFlash: John Cook's Venture Blog)
Dataram is based in Princeton.

Judge reverses ruling on man's suit against Penn (Philadelphia Inquirer)





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Daily Links 7/27/2010: Apple to open Center City store on Friday

Apple to Open First Retail Store in Philadelphia (on Friday)
(Mac Rumors)

Lockheed surfs Pentagon changes; 2Q net up 12 pct (AP
via Google News)

Unisys Soars As Q2 Results Crush Street Rev, Profit Estimates
(Barron's: Tech Trader Daily)
Unisys income triples on sale of health-information unit (Philadelphia Business Journal)

Unisys to Offer Mainframe Cloud Services (PC World)

Ametek Q2 results beats Street, sees strong FY10 (Reuters)

New ISP rank and cost data from Ookla, Comcast on top (Seattle Times)

Comcast's Target: 105-Meg D3 Downstream (Light Reading Cable)

UnitedHealth Said Near $1.5 Billion Purchase of Services Firm (Bloomberg)
Would acquire Newtown Square-based Executive Health Resources Inc.

Harleysville CIO Akhil Tripathi Resigns
Sources say Tripathi left the company for personal reasons. (Insurance & Technology)




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Daily Links 7/21/2010: Movitas raises $3 million

Mobile Technology Company Movitas Raises $3 Million for Travel Industry Focus (PR Newswire)
Mobile Technology Company Movitas Raises $3M, Goes After The Travel Industry (TechCrunchIT)

LoKast shares media between iPhones and Android phones (VentureBeat)

M&A exits abounded in 2Q (Philadelphia Business Journal)

Comcast Chases Big[ger] Business (Light Reading Cable)

Gartner calls for IT maintenance bill of rights (IDG via Bloomberg Business Week)

SAP Teams With Solution Provider For Health-Care Market Expansion (Channel Web)

arcplan's BI Integrated Planning Connector Extends Life of Companies' SAP BI-IP Investment (Marketwire)

Cross Atlantic Capital Partners Invests $2.8 Million in Interactions Corporation Series D Funding (Business Wire)

Ametek raises outlook for 2Q, year on order gains (AP via Yahoo Finance)




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Daily Links 7/1/2010: Motorola details break-up plans

The NBA and GSI Commerce Extend E-Commerce Agreement to 2017 (Business Wire)

Fisker Gets Green Light for New Plant, Toils in Tesla’s Shadow (VentureBeat via New York Times)

SAP co-CEO talking innovation (CIO.com)

SAP Joins Microsoft in Technology Recovery as `Crystal Ball Looks Good' (Bloomberg)

SAP under EU scrutiny: the malaise continues (ZDNet Blogs)

Analyzing the Success of SAP Inside Tracks
(Feeding The SAP Ecosystem)

Motorola details break-up plans, including name split
Separation expected to be completed in first quarter of 2011 (MarketWatch)
The big question for this area is how committed will the new company be to maintaining operating management for Motorola Home (to be a part of Motorola Mobility) in Horsham. There has been some speculation of more of those functions moving to California.

AMETEK Acquires Haydon Enterprises (PR Newswire)
At $270 million, this is a rather pricey acquisition for Ametek, which more frequently makes very small deals.

Intel backs off WiMAX industry, dismisses WiMAX Program Office, say sources (DigiTimes)

Accel Invests in ModCloth, a Social Shopping Site (New York Times:
Bits)

Boy Scouts to use FreedomPay technology at Jamboree (Philly.com: Philly Inc)


Judge: Pa. man can name company 'I Choose Hell' (Associated Press via
Google News)




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Daily Links 6/2/2010: Jobs knocks cable set-top box business

Apple's Jobs: Cable's Set-Top Box Stranglehold Stifles Innovation
Apple TV To Remains A 'Hobby' Because Of Cable (Multichannel News)

D8: Comcast boss on NBC deal, apps and customer service (Seattle Times)

Providence Said to Seek Bresnan Sale at More Than $1 Billion
(Bloomberg Business Week)
Bresnan Communications is 30% owned by Comcast.

Sonic to Acquire DivX
Combination Creates Digital Video Delivery Powerhouse; Streamlines "Over the Top" Distribution of Hollywood Movies (PR Newswire)
DivX has a presence in Malvern through its acquisition last year of AnySource Media.

AMETEK Acquires Technical Services for Electronics (PR Newswire)

SAP invests $10M in DeviceVM’s browser-and-cloud OS (VentureBeat)
The VentureBeat piece is slightly inaccurate; DeviceVM's press release says SAP led a $10 million round with other investors participating, not that SAP itself invested $10 million. Nonetheless, an interesting move.

Fast-growing Versus broadcasting live from Philly (Philadelphia Daily News)



SevOne Unveils the Industry's Fastest NetFlow Solution Handling 15 Million Flows per Minute for Real-Time Traffic Analysis (Marketwire)

PPL Electric Utilities Signs Contract for Federal Smart Grid Grant (Transmission & Distribution World)

Anxiety Builds Among Utilities Over the Communications Part of 'Smart' Grid (ClimateWire via New York Times)




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Daily Links 4/27/2010: Philly newspapers auction set to get underway

Unisys Announces First-Quarter 2010 Financial Results (PR Newswire)
Unisys stock down 14% so far today.
Unisys Shares Swoon As Q1 Revenue Falls Short Of Street Ests (Barron's: Tech Trader Daily)

Salesforce And VMware Partner To Launch Enterprise Java Cloud Platform VMforce (TechCrunchIT)

Newspaper auction set to get underway in New York (Philadelphia Inquirer)

Unions threaten strike amid Philly papers auction (Reuters)

Comcast-NBC Probe Lets FCC Seek Concessions for Web TV Startups (Bloomberg Business Week)

Laissez-faire Republican is battling the Comcast-NBC deal (LA Times)
I would hardly call Kevin Martin "laissez-faire" based on his performance at the FCC.

Verizon adds more Net content to Fios (CNET News)

Satellite Guys Start Building Their Own Canoe (Light Reading Cable)

Comcast To Launch Tunerfish At TechCrunch Disrupt (TechCrunch)

Ametek Q1 results top Wall Street view (Reuters)

QlikTech takes the plunge and files for IPO (Ovum)

Penn State Introduces Online Software Engineering Master’s Degree (PR Web)

Kal and Lucille Rudman Foundation donate $1.2M for Temple TV production center (Philadelphia
Business Journal)




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Daily Links 4/21/2010: USOC, Comcast drop plan for Olympic Channel

e-Dialog Secures Foothold in Mobile Marketing Through Acquisition of M3 Mobile
Company that Set the Standard for Relevant E-mail Marketing to Help Clients Deliver Targeted Mobile Campaigns (Business Wire)
M3 Mobile is based in Norristown

SAP Plans to Acquire Compliance Software Vendor TechniData
(PC World)

Lockheed Net Beats Estimate; Health Costs Cut Outlook (Bloomberg via Business Week)

Lockheed Martin layoffs hit 130 in Moorestown (Philadelphia Business Journal)


Fantasy teams draw real online bets
(Philly.com: Philly Deals)

Salesforce Buys Business Directory Jigsaw For $142 Million In Cash Plus Earn-Out (TechCrunch)

Ametek sees Q1 profit above Street; ups FY EPS outlook (Reuters)

Princeton University analyzes iPad Wi-Fi bug, offers workaround
(O'Grady's PowerPage)

Will SAP Become More Acquisitive? New Strategy for Procurement and the Supply Chain (Part 3) (Spend Matters)
Suggests Malvern's BravoSolution and Princeton's Zycus as potential candidates.

USOC, Comcast no longer training for an Olympics Channel (LA Times: Company Town)

Venture Investment In New York, New England Rebounding Faster Than Silicon Valley (Forbes Blogs: Velocity)

Ulticom Announces Fiscal Fourth Quarter and Full Year 2009 Results (Business Wire)

Gartner names ProtonMedia “Cool Vendor in the High-Performance Workplace”
(ProtonMedia Blog)




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Daily Links 4/8/2010: GoodCompany Ventures accepting applications

Mistras Achieves Strong Revenue Growth and Increased Profitability in Third Quarter of Fiscal 2010
(Globe Newswire via CNN Money)

Wounds of layoff remain fresh for Bentley Systems' CEO (Philly.com: Philly Inc)

Is QlikTech a Billion-Dollar Baby? (Seeking Alpha)

AMETEK Acquires Imago Scientific Instruments
Acquisition Adds to AMETEK's High-End Elemental Analysis Capabilities (PR Newswire)

Verizon CEO: Studies be damned, US is tops in broadband (Ars Technica)

GoodCompany Ventures: Call for Applications
GoodCompany Ventures is now accepting applications for the Summer 2010 program (CSRwire.com)

Podcast session with Boomi (ebizQ: Cloud Computing Insights)

NetSuite rolling out 'codeless' customization tool
The vendor is making a run at SAP's Business ByDesign with a new business-process tweaking kit (Network World)

Oracle: Janney Launches Coverage With Buy Rating, $32 Target
(Barron's: Tech Trader Daily)

Appeals Court: Let the Auction of Philly Newspapers Begin
(Editor & Publisher)

Insider Tells Us Comcast Will Shake Up Speed Tiers This Year
Xfinity rebranding means a market gets 12/2, 20/4, 50/10, 100/25 Mbps tiers (Broadband Reports)

FiOS TV Adds Comcast Network In Philly, N.J. Regions
Network Presents Selects Phillies, Flyers, Sixers Contests (Multichannel News)

Drexel University Advanced Energy Leadership Conference Spotlights Future of Smart Grid, Energy Management and Sustainability in Mid-Atlantic Region (Business Wire)




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