Daily Links 11/30/2012: More on HP's Autonomy debacle

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Insight: How a desperate HP suspended disbelief for Autonomy deal (Reuters UK)

M&A The HP Way – Why the Autonomy deal was doomed, and what can’t be done to save HP (Josh Greenbaum/Enterprise Irregulars)

SaaS now replacing legacy apps as well as extending them, Gartner says (Computerworld UK)

One-Third Of SAP's Sales Are Now Through The Channel (CRN)

Unisys unveils new cloud application migration service (CloudPro)

NBCU gets some love from Wall Street: Retrans and network turnaround shift sentiment (Variety)


Scoop: Key pricing and launch details of Redbox Instant revealed (Gigaom)

Network Giants Argue In Appeals Court: Aereo Should Be Treated Like A Cable Company (TechCrunch)
First Round Capital was a seed investor in Aereo.

GE Plans Silicon Valley Venture Stakes Along With Hiring (Bloomberg)

MetroPCS Climbs After Analyst Says Sprint May Counterbid (Bloomberg)

Google Acquires Shopping Locker Service BufferBox (All Things D)
Small potatoes, but interesting as a clue to Google's e-commerce ambitions. Competes with Amazon, Conshohocken-based ShopRunner.




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Daily Links 11/27/2012: Time for Oracle to buy HP?; Comcast's Syfy bets big on 'Defiance'

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Time for Oracle to buy HP? (Uneasy Empires)

Autonomy founder's open letter to HP demands a lot of answers (ZDNet)

OS/2 a quarter century on: Why IBM lost out and how Microsoft won (The Register)

Salesforce.com Revenues Surge, But Should You Ignore Losses? (Information Week)

Amazon’s dead serious about the enterprise cloud (Gigaom)

With 'Defiance,' Comcast's Syfy Bets $100M On Convergence Of TV And Videogames (Forbes)

Cyber Monday was biggest online sales day ever, with 30 percent growth (San Jose Mercury News)

Bentley’s Pivot from a Product to a “Hybrid” Services Company (Directions Magazine: All Points Blog)




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A brief tale of relative value: SAP vs HP

Tom Paine
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On November 1, 2010, Léo Apotheker, who had been deposed as CEO of SAP earlier in the year on Superbowl Sunday, became CEO of HP. At the time HP's market value was in the $100 billion range, while SAP's was around $60 billion. Some gave thought to the idea that HP should try to acquire SAP (or achieve a merger of virtual equals between the two). Apotheker did move on one large acquisition, as HP announced in August 2011 it would acquire Autonomy for a price that would end up being $11.1 billion. Although Apotheker would be removed as CEO a month later, under successor Meg Whitman (who was on HP's board when the deal was first approved) the Autonomy acquisition was completed.

What a difference two years make. Today HP's market value after the apparent Autonomy debacle is $24.4 billion, although its bounced back some since the Autonomy news broke, and SAP's is $91.9 billion. And I doubt anyone in Walldorf is thinking about snapping up HP, although there might be some small pieces they might look at in a possible breakup scenario.






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Daily Links 11/23/2012: SAP considers Shanghai listing; Salesforce scoops up Prior Knowledge

Kenexa Enters into Memorandum of Understanding; Reschedules Special Meeting to December 3, 2012 (Business Wire)

Software firm SAP mulls Shanghai listing (Reuters)

SAP Goes All in for User Experience and Design
(RedMonk: James Governor's Monkchips)



H.P.’s Misstep Shows the Risk in Big Ideas (New York Times)

Salesforce to predict the future with the power of Prior Knowledge (VentureBeat)

Former Qliktech bosses launch new IT fund in Sweden (Investment Europe)

PayPal Thanksgiving Mobile Payments Volume Up 173 Percent; eBay Mobile Transactions Up 133 Percent (TechCrunch)

Apple’s Maps mess and BMW give boost to transit app Embark (Gigaom)

A Shortcut to Wasted Time (New York Times: Op-Ed)
Some negative impacts from electronic health records.

Daily Links 11/21/2012: NBC wins November Sweeps; News Corp takes 49% stake in YES Network

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NBC Wins November Sweeps for First Time in Nine Years (Bloomberg)

News Corporation Completes Deal for 49% Stake in YES Network (New York Times: Media Decoder)

Microsoft Reportedly Plans Stripped Down Xbox Set-Top Box To Compete With Apple TV, Roku (TechCrunch)

FCC chairman backs Dish Network plan to compete with wireless giants (Washington Post)
With caveats.

Salesforce CEO on SAP, Oracle: We're the 'customer company' (ZDNet)

Autonomy Founder Says HP Accounting Claim Doesn’t Add Up (Bloomberg)

In Hewlett’s Claims About Autonomy, Legal Costs Could Pile Up (New York Times: Dealbook)

SAP maintenance revenues: another turn of the screw? (Dennis Howlett/Enterprise Irregulars via ZDNet)

Mastering SAP HANA data modeling for maximum performance (SearchSAP)




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Daily Links 11/20/2012: HP takes $8.8 billion charge on alleged Autonomy accounting fraud

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HP reports $8.8 billion 'impairment charge' due to allegedly fraudulent Autonomy accounting (The Verge)

What Exactly Happened at Autonomy? (All Things D)
Only $5 billion of impairment charge was related to Autonomy.

Leo Apotheker: Due Diligence of Autonomy Was Meticulous (Wall Street Journal: Digits)

A Year Ago, Oracle Said Autonomy CEO's Mike Lynch 'Has A Very Poor Memory Or He’s Lying'
(Silicon Alley Insider)

Salesforce Matches Estimates on Larger Software Deals (Bloomberg)

Oracle, SAP fight for market share in India as enterprises become more reliant on technology (Economic Times of India)

SAP should be clearer on cloud migration, says User Group (Computer Business Review)

SAP discounts maintenance: Blip or start of trend? (ZDNet Blogs)

Former FCC Chairman Michael Powell: 'Cable companies are at the mercy of content companies' (The Verge)
Fortunately for Comcast (perhaps), its both.

The silver lining in Delaware's Fisker plan (NewsWorks)




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Daily Links 9/29/2011: Comcast, FiOS to be available to subscribers through Xbox Live

Microsoft to Add Comcast, Verizon Pay TV to Xbox Live (Bloomberg)

Nokia continues to align its workforce and operations (Nokia Press Release)
Nokia to close NAVTEQ/Traffic.com office in Malvern. Traffic.com was founded in the area before being acquired by NAVTEQ, which in turn was acquired by Nokia.

Nationwide to buy Harleysville for $760 million (Reuters)
Harleysville is regarded as an IT leader in the insurance industry.

Nationwide Pays Huge Premium for Harleysville (New York Times: DealBook)

Groupon Rolls Out Loyalty Program to Try to Make Merchants Happier
(All Things Digital)
Launching in Chicago and Philadelphia this month.

PA pension fund fires consultants, seeks 'fresh look' (Philly.com: Philly Deals)


Oracle Says Autonomy’s Lynch Met Hurd to Pitch Sale (Bloomberg)

Autonomy CEO defends HP deal while sniping with Oracle (San Jose Mercury News)
The Wall Street Journal is reporting (subscription required) that HP hopes to close Autonomy deal on Monday.

Oracle needs some cloud computing mojo (Gigaom)

This 23-Year-Old's Startup Is Generating $10 Million This Year (Silicon Alley Insider)
New York-based Adaptly was in last year's DreamIt Ventures class in Philly, funded by First Round Capital.

Universal Display Signs OLED Technology License Agreement with Pioneer Corporation for Lighting (Business Wire)

Verizon Gives FiOS Guide A Facelift In Philly, N.J. And Delaware
Telco Launches HD-Optimized Interactive Media Guide to 2.9 Million Households (Multichannel News)

New TelVue gear could power hyperlocal programming (Fierce Cable)
TelVue is based in Mount Laurel.



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