MSG, Cablevision chief Dolan rips Knicks fan for complaining in email
Tom Paine
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| James Dolan/ Cablevision website |
Dolan's response, dated January 23 and sent to retired computer salesman Irving Bierman, read:
"You are a sad person. Why would anybody write such a hateful letter. I am.just guessing but ill bet your life is a mess and you are a hateful mess. What have you done that anyone would consider positive or nice. I am betting nothing. In fact ill bet you are negative force in everyone who comes in contact with you. You most likely have made your family miserable. Alcoholic maybe. I just celebrated my 21 year anniversary of sobriety. You should try it. Maybe it will help you become a person that folks would like to have around. In the mean while start rooting.for the Nets because the Knicks dont want you."
The NBA has indicated it has no plans to discipline Dolan.
Despite the long, sad recent history of the Knicks (I think Jeremy Lin was the only bright spot, and they let him go), MSG has done well financially, and the value of its stock has more than tripled in the five years since it was spun off from Cablevision. And of course, the Rangers actually made it to the Stanley Cup finals last year. And MSG is considering a plan to break up its operations.
Last year, Dolan passed on the title of President at Cablevision to another while remaining CEO, and his wife Kristin, from who he was separated at last report, became COO. Kristin Dolan is a long-time executive at the company.
When everybody started talking merger in the cable industry last year, there were some murmurs that Cablevision could be a seller at the right price. The most obvious buyer would be Comcast if it can complete the Time Warner Cable deal, since Cablevision would round out its New York metro footprint. But that would be tough to get past the regulators.
I'm sure Dolan won't need a job, but he might fit right in with Comcast customer service.
Update 2/14: Dolan addressed
the incident at a team charity event yesterday, the New York Post reported.
"I knew I shouldn’t have done that, but I did it anyway because it made me angry — it was a personal, hateful attack. Basically it’s over and we got All-Star Weekend. I’d love it if we all just focused on that."
Labels: Cablevision, Comcast, Irving Bierman, James Dolan, Knicks, Kristin Dolan, MSG
Links 4/10/2014: Comcast touts 1 million hotspot nodes; Charter still weighing TWC options
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Comcast’s hotspot network grows to 1M nodes, driven by crowdsourced Wi-Fi (Gigaom)
Interesting map showing how dense coverage is in the Philly area. Of course, many of the hotspots are in subcribers' homes.
Cablevision names Kristin Dolan COO (Multichannel News)
Charter Weighs Consequences of Time Warner Cable Bidding War (Bloomberg)
Aereo Plans To Launch Chromecast Support On May 29th (TechCrunch)
Newtown Square Company Submits Proposal To Post Digital, 3-D Ads In Center City (CBS Philly)
Building the Future of Marketing: Monetate Launches New Platform; Democratizes Digital Marketing (PR Newswire)
IBM acquires Silverpop to boost its online marketing personalization products (PC World)
ADP Dealer Services to spin-off and go public (Automotive News)
Greenphire, ERT Tie Patient Reporting and Compensation (Applied Clinical Trials)
Heartland Payment Systems Acquires MCS Software, Signaling Ongoing Growth of Heartland School Solutions Division
(Business Wire)
EPAM EVP Karl Robb to Retire in Early 2015 -- Expected to Remain on Board; Comments on First Quarter 2014 Results (Thomson Reuters ONE)
Labels: Aereo, Cablevision, Charter, Comcast, Epam Systems, GreenPhire, hotspots, Kristin Dolan
Changes at Cablevision: Its a family affair
Tom Paine
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Cablevision, the Long Island-based cable and broadband provider, announced today that Brian G. Sweeney has ben appointed President and Kristin A. Dolan has been named Chief Operating Officer. These appointments are effective immediately, the company says, and Mr. Sweeney and Ms. Dolan will report to Cablevision Chief Executive Officer James L. Dolan, who will no longer serve as president. The Dolan family financially controls Cablevision.
![]() |
| Kristin A. Dolan |
The New York Post reported last year that James and Kristin Dolan had entered into a trial separation (confirmed to the Post by James Dolan), but apparently they are still married at this time. Cablevision declined to comment on their personal relationship.
The Dolan family also controls Madison Square Company along with the Knicks and Rangers.
There has been some limited speculation that Cablevision could factor into the consolidation efforts taking place in the industry.
Labels: Brian G. Sweeney, Cablevision, James Dolan, Kristin A. Dolan
Comcast's objectives in acquiring Time Warner Cable
Tom Paine
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Comcast's proposed deal to acquire Time Warner Cable for $45 billion (if approved) could accomplish four primary objectives:
First, it would assure in terms of nationwide economies of scale in the video content business, that Comcast would continue to maintain a considerable size advantage. This is important for achieving technological leadership, the ability to spread technology investment costs across as many customers as possible, greater marketing power, and bargaining power with content providers as well as technology vendors. Some cable execs have tried to downplay the value of the latter because they don't want those words used against them in front of an FCC or congressional hearing, but it is important.
While Charter backer John Malone has options, he couldn't come close to matching the scale of a combined Comcast/Time Warner Cable. Lets say he were to pick up the all of the three million subs Comcast says it would shed as part of the deal and somehow buy out the next five largest systems and add them to Charter's base subscribers. That would give Charter approximately 20 million subs versus Comcast's forecasted nearly 30 million. And that's unlikely to happen for a number of reasons.
In broadband, it gives Comcast the ability to build a stronger network, particularly along the east coast but also one with nationwide reach. This will make it more competitive with the telcos, including Verizon and AT&T. Some industry observers consider broadband to be a more attractive future market than delivering packaged video content.
If you look at Comcast's existing markets plus the ones it is likely to pick up from
Time Warner Cable, you can see how many of them are major national or regional communications hubs. It would put Comcast in a very powerful position in the telco world.
Regionally, it will strengthen Comcast's position in key metros such as New York,
Los Angeles, and Charlotte. In New York, Comcast already has some pieces in the area in
Connecticut and New Jersey. However, a combined Comcast/TWC would face strong competition there from Verizon's FiOS (often for the same subs) and in terms of regional presence from Cablevision (on Long Island and in Connecticut and New Jersey). Could Cablevision be Comcast's next target to round out its New York footprint? Remember what it did in the Philly market.
The fourth objective is to build an infrastructure capable of competing for larger enterprise accounts in business services.
A fifth tentacle of the octopus may be wireless. The cable industry has largely given up
on trying to build its own 4G LTE-type network, and I don't think much has come out of the joint product marketing agreement with Verizon Wireless. But cable operators see Wi-Fi
as a increasingly valuable option, not just for in-home or near-range network extension but possibly for building significant networks on the back of Wi-Fi hotspots, of which both Comcast and TWC have an ample supply.
What's next: Unless Comcast wants to buy a fill-in cable acquisition (such as Cablevision), my guess is its next large acquisition will be outside of the US.
Links 10/11/2013: Veeva Systems boosts offering range to $16-$18 per share; Broadcast nets petition Supreme Court to shutter Aereo
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Veeva Systems increases range to $16 to $18, proposed deal size is now $222 million (Renaissance Capital)
Deal expected to price next week. Based in California, Veeva has a significant presence in
the Philadelphia area.
John Malone Doesn’t See Cablevision as Cable-Merger Target (Bloomberg)
Cable Stocks Soar on Malone Talk (Multichannel News)
‘Malone’s Melodies’ and More From Liberty Media’s Presentation (Wall Street Journal: Corporate Intelligence)
Broadcasters could bring Aereo fight to Supreme Court: sources
(Reuters)
Update: CBS, ABC, NBC, Fox File Supreme Court Petition to Shut Down Aereo (Mashable)
Comcast Says X1 Box Distribution Limitations Are Temporary, Isolated (Multichannel News)
Google to sunset Google TV brand as its smart TV platform merges with Android (Gigaom)
Heartland Payment Systems and Tabbedout Serve Up Integrated Mobile Payment Solution to Drive Consumer Engagement (Business Wire)
Forrester's First Wave Report on B2B e-Commerce Vendors: IBM Is Tops (CMS Wire)
CIOs see Google as more innovative than current enterprise vendors (ZDNet)
Labels: Aereo, Cable, Cablevision, Cloud, Heartland Payment Systems, John Malone, Veeva Systems
Daily Links 8/5/2013: Safeguard Scientifics leads $5.3 miilion round in Ned Moore's startup Clutch
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Washington Post to be sold to Jeff Bezos (Washington Post)
Cablevision CEO on a Possible Sale, the Online Future of TV and His Family (Hollywood Reporter)
Time Warner Cable CEO Offers a-la-Carte Proposal in CBS Dispute (Bloomberg)
For Cable-TV Operators, Bigger Is Looking Even Better (Business Week)
Safeguard Scientifics Leads $5.3M Series B Financing for Clutch
Backs successful entrepreneur, Ned Moore, who previously co-founded Portico Systems, which was acquired by McKesson (Business Wire)
Mobile Shopping Companion Clutch Raises $5M Series B, Acquires Gift & Loyalty Platform Provider ProfitPoint
(TechCunch)
Small Agency of the Year, 11-75 Employees: Red Tettemer O'Connell & Partners (Ad
Age)
Accenture and hybris Team to Implement Multichannel Commerce Solutions for Global Enterprises (Business Wire)
Accenture release dated today doesn't mention that hybris is now owned by SAP, though acquisition closed on August 1. Odd.
Forrester Sees Shifting Sands In Retail As Roles And Channels Converge (Ad Exchanger)
Talks alot about eBay and its GSI Commerce (now eBay Enterprise) unit.
Can Infor upset the Oracle-SAP duopoly? (Infoworld)
Google’s Motorola Mobility Faces MPEG-2 Lawsuit
Mitsubishi, Philips & Thomson Target Company That Sold Set-Top (Multichannel News)
HighPoint Solutions, a Company that Keeps On Growing
(PR Newswire)
Health IT consultant says its adding 100 more jobs in East Norriton.
U Delaware Hack Hits 72,000 Staffers (Campus Technology)
That's about half the state, isn't it.
Reported Charter-Cox talks, Cablevision comments raise cable M&A speculation; Comcast's view
Tom Paine
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Talk of cable industry consolidation, spurred by John Malone's stated desire to roll up other operators with Charter Communications (in which his Liberty Media holds a 27% stake) to create a company with near Comcast-like scale, gained momentum today on two fronts.
One is a Bloomberg article that reports that Charter (#4 in subscribers) is in talks with #3 Cox Communications about a possible deal. Also, the Chairman of Cox Communications parent Cox Enterprises recently asked a court to dissolve a trust that controls 49% of the company, a step that may be a necessary precondition to a sale.
Update: An internal Cox Communications memo obtained by the Atlanta Journal-Constitution(which is owned by Cox Enterprises) denied that any talks had taken place.
The other involves comments by #5 Cablevision CEO Jim Dolan, during that company's earnings conference call today, that appeared not to close the door completely on Cablevision being a seller.
I had wondered last month whether Comcast would (or could) take any steps to try to maintain the unique scale it currently has in the industry.
Comcast, which reported solid 2nd quarter results (better than most others in the industry) on Wednesday, with revenue growing 7% and operating cash flow growing 8.4%, had some questions come up during its conference call Q&A about whether it had an interest in buying other cable companies.
My interpretation is that Comcast's answer was not an absolute no. CEO Brian Roberts responded: "I think you can tell by the results we have just posted, we are really focused on executing our business plan and we really think there is a lot of organic growth opportunities in the business. That being said, we always want to look at everything, we want to be educated, we really want to spend time internationally."
The international reference seemed to be more about expanding content (NBCU related) opportunities than in buying cable systems overseas.
When asked if there was an absolute (legal) limit on how big Comcast could get in the US cable business, Roberts said "I don't think there really is. There's been a number of rulemakings that have been knocked down, but obviously that's a gray area."
CFO Michael Angelakis said Comcast did not want to leverage itself financially to extent that Malone said he might, and that Comcast is more comfortable with a leverage ratio of 1.5 to 2 times rather than the 4 times Malone says he might consider, which doesn't seem to leave much room for adding leverage at present. Angelakis said that as of the end of Q2 it was 2.3 times.
Cablevision shares were up 5.2% today and the company has a market value of $5.2 billion, though it also has almost $10 billion of long-term debt.
The transcript of Comcast's earnings conference call was provided by Seeking Alpha.
Will Comcast respond to Malone's cable acquisition ambitions?
Tom Paine
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John Malone's quest to roll up some smaller cable operators, using the 27% stake owned by his Liberty Media in Charter Communications as a starting point, to create a company that might be almost comparable to Comcast in scale is creating a buzz in the industry. Comcast, which is in the unique and enviable position of being almost twice as large as any other cable operator, presumably has advantages from that in terms of economies of scale, buying power over programmers, and the ability to lead in technology investments that it would like to maintain. So whether it would welcome Malone, with whom it has long done business but has at times been the target of his criticism, in his efforts to create a Comcast lookalike is uncertain. Through Liberty Global, Malone has already built a cable operator in Europe that's larger than Comcast in terms of subscribers.
US Multi-channel Video Provider Subscribers at End of Q1 2013
Cable Companies
Comcast 21,935,000
Time Warner 12,100,000
Charter 4,124,000
Cablevision 3,191,000
Suddenlink 1,211,900
Mediacom 999,000
Cable ONE 588,180
Other Major Private Cable Companies* 6,895,000
Total Top Cable 51,044,080
Satellite TV Companies (DBS)
DirecTV 20,105,000
Dish Network 14,092,000
Total Top DBS 34,197,000
Telephone Companies
Verizon FiOS 4,895,000
AT&T U-verse 4,768,000
Total Top Phone 9,663,000
Total Multi-channel Video 94,904,080
(Top multi-channel video providers represent approximately 94% of all subscribers)
Source: Leichtman Research Group, Inc.
On the other hand, Comcast needs to be careful not to appear to be getting in Malone's way because it would be certain to raise red flags with industry watchdogs and agencies like the FCC and DOJ. The FCC tried a few years ago to impose a cap limiting any one company to 30% of the total US pay TV market (including satellite and phone company services) only to see that struck down in the courts. Comcast's overall share of total pay TV subscribers has actually declined in recent years, as satellite and telco providers have continued to grow while Comcast and other cable operators have been essentially flat in terms of video subscribers; it is now about 22%. While no absolute legal limit exist on Comcast, realistically it would face strict regulatory scrutiny, as well as its own financial constraints. It is still on a short rope with the Feds due to the conditions attached to the NBCU deal, although those conditions did not (to the best of my knowledge) include explicit limits on buying other cable properties. Also, it has been generally assumed that Comcast doesn't feel it needs to significantly expand its market share (through acquisition) to achieve its strategic aims, although it has always wanted to maintain the flexibility to do so. The NBCU acquisition was in part an effort on Comcast's part to diversify its assets away from a heavy dependence on distribution and its cable infrastructure.
So if Comcast were going to acquire, who would it target? There is no way it would be allowed to swallow #2 Time Warner Cable, even if it somehow could. All or part of Long Island-based Cablevision certainly could be a possibility, and there have been reports that the Dolan family that controls it might have some interest in a sale. It is presumed by industry insiders that Cablevision's more natural partner would be Time Warner Cable, since they both have New York City area bases. But geographically, Cablevision might be attractive to Comcast as well, with its service areas in New Jersey and Connecticut potentially being good fits. Cablevision, which has climbed in recent days because of the takeover speculation, has a market value of about $5 billion, although its also carrying about $10 billion in debt.
There are certainly other scenarios that could occur involving horse trading among the major cable operators, and all of this is simply hypothetical at this point. But with Malone sounding poised, according to recent reports, to move sooner rather than later, it will be interesting to see if Comcast gets into the fray or remains on the sidelines.
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Daily Links 6/13/2013: Tennis Channel exec compares Comcast to 'brutal captor'
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Gatekeepers of Cable TV Try to Stop Intel (New York Times)
Time Warner Cable Defends Contracts That Hamper Internet Video Rivals (Variety)
Leaked Tennis Channel email compares Comcast to 'brutal captor' (LA Times: Company Town)
Boxee Wants a Big Round or a Buyer (All Things D)
Embrace the incumbents: Zonoff wants to help large companies break into the Internet of Things (PandoDaily)
Zonoff is based in Malvern.
Digital Leaders React to the Salesforce/ExactTarget Monster Deal (ClickZ)
Vertex Announces New Logo Aligned with Company Expansion and Growth (Business Wire)
Quintiq Launches 'The Missing Piece of the Profit Economy' (PR Newswire)
Epicor Leases 43,000 SF at Horizon Corp Ctr
ERP Software Co Signs 12 Year Office Deal (CoStar Group)
NJ Transit commuters to get wireless service in trains, stations (Newark Star-Ledger)
Non-Cablevision subscribers will have to pay for usage.
Cablevision’s Roaming Partners Might Get Access to NJ Transit Wi-Fi Net
MSO Says it’s In Discussions With CableWiFi Partners (Multichannel News)
Comcast's New "Neighborhood Hotspot" Plan Isn't Quite the Open Wireless We Want (Electronic Frontier Foundation)
Violin Memory shuffles out 'half-price' PCIe flash cards to eager tech channel
Channel players hope for blooming biz under Rose (The Register)
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Labels: Boxee, Cablevision, Comcast, Epicor, Intel, NJ Transit, Tennis Channel, Time Warner Cable, Vertex, Zonoff
Daily Links 5/9/2013: Clutch launches mobile shopping app; McCain preparing Pay TV overhaul legislation
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McCain is prepping legislation to overhaul pay-TV business (LA Times: Company Town)
Not sure about this given McCain's history as regulating/deregulating legislator.
Dish’s Ergen: we prefer working with broadcasters over Aereo
(paidContent)
Cablevision Swings to First-Quarter Loss (Hollywood Reporter)
Clutch Launches First Unified Mobile Shopping App for Android
Company Introduces Program to Reward Consumers Every Time They Use the Clutch App
(Business Wire)
Clutch Aims To Replace All Your Favorite Shopping Apps (Mashable)
One Social Media Start-Up Rises From the Ashes of Another (New York Times)
On Philly's Curalate.
“Web Clipping 2.0″ Service Clipboard Acquired By Salesforce, Will Be Shuttered On June 30th (TechCrunch)
First Round Capital was an early investor.
EPAM Systems Reports Results for First Quarter 2013
(Press Release)
Universal Display Corporation Announces First Quarter 2013 Financial Results (Business Wire)
Infosys partners with SAP for mobile applications (CIOL)
What to expect at SAP's Sapphire
HANA, the cloud and social software are among the issues on tap (Computerworld)
Think enterprise software is complex? Check out the licences
It's simple economics - and you're the simpleton (The Register)
The CDnow Data Center, Circa 2000 (Peregrine Salon)
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Labels: Aereo, Cablevision, CDNow, Clipboard, Clutch, Dish, EPAM Systems, John McCain, Universal Display
Daily Links 5/3/2013: NewSpring Capital Raises $250 Million Growth Equity Fund
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Here's Why Cloud Startups Are Not A Threat To Enterprise Software Giants Like Oracle And SAP (Business Insider)
According to Bill McDermott, anyway.
Teradata’s Q1 weak, outlook cut (ZDNet)
Sprout Launches on Cablevision's Optimum TV
Pre-School Channel Launches On Digital Basic, TV Everywhere (Multichannel News)
Comcast NBCU's Sprout is based in Philadelphia.
After break for good life, it's back to software (Philadelphia Inquirer)
NewSpring Capital Raises $250 Million Growth Equity Fund (NewSpring
Capital Website)
ICG Announces First Quarter Financial Results
Increased Revenue 34%, Doubled Sales and Marketing Investment and is on Track to Meet Guidance (Globe Newswire)
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Labels: Adminovate, Cablevision, ICG, NewSpring Capital, SAP, Sprout, Teradata
Daily Links 3/15/2013: Comcast now nation's second largest advertiser; SAP now Germany's most valuable company
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Comcast now nation's second largest advertiser (Philadelphia Inquirer)
Cablevision Sale Within 18 Months Likely, Says Citi (Investor's Business Daily)
But analyst says Comcast not likely buyer (though I bet there are some little pieces of
Cablevision Comcast might wish to own).
Hulu Names an Acting Chief Executive (New York Times: Media Decoder)
While contemplating changes in ownership structure.
Comcast to Widen World of Addressable Ads
Source: MSO Plans to Have Invidi’s Targeted-Ad System Deployed Across U.S. Footprint by End of 2014 (Multichannel News)
South by Southwest (SXSW): Aereo vs. the Cable Bundle (Time Tech)
Princeton Review Founder’s Startup Noodle Acquires Lore To Build An Education Marketplace Around Search (TechCrunch)
Lore, originally CourseKit, was started by three undergrads at Penn before moving to New York.
SAP Emerges from Changes as Most Valuable German Company (Information Management Online)
Google Elbows Into the Cloud (New York Times)
Exclusive: EMC, IBM eye web hosting company SoftLayer- sources
(Reuters)
Ben Franklin TechVentures to House Lehigh Valley Angel Investors
(Ben Franklin News)
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Labels: Aereo, Ben Franklin TechVentures, Cablevision, Comcast, Hulu, Invidi, Lore, SAP, SoftLayer
Daily Links 11/6/2012: Cable industry trying to go Silicon Valley
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Cable industry seeks out Silicon Valley pizzazz (Reuters)
Liberty Interactive Corporation Reports Third Quarter 2012 Financial Results (Business Wire)
QVC revenue increases 2%, and operating income grows 11%. QVC.com now accounts for 39% of US revenue.
Yep, There Have Been Problems With Email Voting in New Jersey (All Things D)
A Historical Odyssey: What Is QlikView? (Henric Cronström/QlikCommunity)
Workday unveils 'worst-kept secret': a recruiting platform
(ZDNet)
Here's Why 16 Fisker Karmas Burned During Hurricane Sandy (Business Insider)
Cablevision Reports Surprise Loss After Paying Down Debt (Bloomberg)
Ergen: DirecTV Merger Could Work
But Dish Chairman Says There Are No Ongoing Talks (Multichannel News)
DirecTV’s Subscriber Gains Slow; Dish Posts Loss on Legal Costs (Bloomberg)
Amazon Matches Netflix Price With Monthly Subscription Offer (Wall Street Journal: Digits)
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Daily Links 11/2/2012: Modest crowds for iPad mini release in Philly
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Modest crowds greet iPad mini's release (Macworld)
Sandy exposes gaps in wireless system during emergency
(Washington Post: Post Tech)
Verizon, Cablevision Race to Repair Networks as Outages Linger (Bloomberg)
Comcast Joins Cablevision in Offering Credits After Sandy (Bloomberg)
With 600 Clients, Curalate Launches Pinterest Contest and Promotions Tool (BetaKit)
TIBCO Software and Siemens Healthcare Expand Strategic Alliance (Marketwire)
Readying for 'The Facebook of the Enterprise' (Insider Learning Network)
Salesforce.com Competitor SugarCRM May Shoot for IPO in 2013 (Bloomberg)
CableLabs Sets Its Sights on Silicon Valley (Light Reading Cable)
Trail Blazers to stream Comcast games (Portland Business Journal)
Of Philadelphia talent venturing to New York (Peter Key/Philadelphia Business Journal)
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Labels: Cablevision, Comcast, Curalate, iPad mini, Siemens Healthcare, SugarCRM, Verizon
Daily Links 5/3/2012: Uber soft launches in Philadelphia
Rob Van Der Merwe Steps Down as Checkpoint Systems, Inc. Chairman, President and Chief Executive Officer (Business Wire)
Checkpoint Systems, Inc. Announces First Quarter 2012 Results (Business Wire)
Warwick Valley Telephone aims to answer customers' shifting needs (Middletown Time Herald-Record)
Alteva's upstate New York-based parent, which held its annual shareholders meeting in Philadelphia yesterday.
Set-top revenue declines at Motorola Mobility (FierceCable)
Cablevision Falls After Discounting Leads to Cash Flow Drop (Bloomberg)
Cable competition is a great thing, where it exists.
Multiplatform TV: Comcast Set To Launch Live ESPN, Disney 'TV Everywhere' Services (Multichannel News)
ICG Announces First Quarter Financial Results (Globe Newswire)
Quepasa Corporation Reports Record Results for the First Quarter of 2012 (Marketwire)
Oracle, SAP Battle Over 'hypothetical License' Damages (PC World)
LogiStar Partners with Futura Mobility to Extend MDM Services to its Integrated SAP Practice (Business Wire)
Both companies are based in Fort Washington.
Uber Feels The Brotherly Love, Begins Testing Its On-Demand Car Service In Philadelphia (TechCrunch)
Devon IT Demos New Thin Client and VDI Solutions at Citrix Synergy 2012 (Business Wire)
Labels: Alteva, Cablevision, Checkpoint Systems, Comcast, Devon IT, Futura Mobility, ICG, LogiStar, Oracle, Quepasa Corporation, SAP, Uber
Daily Links 2/28/2012: Edison Ventures raises $249 million for new fund
OpenX Acquires SSP LiftDNA, Pulls Demand Channels Into One Place (Adotas)
OpenX opens kimono to reveal financials – prepwork for an IPO? (Reuters Blogs)
Edison VII Raises $249 Million (PR Web)
Safeguard Scientifics Announces Fourth Quarter and Full-Year 2011 Financial Results (Business Wire)
Cisco wants to light up data centers
Cisco buys Lightwire to create high-speed, high-volume switches that are priced for data centers. (IT World)
SunGard: Cloud Concepts Are ‘In Our DNA’ (Data Center Knowledge)
Baltimore's top IT official resigns after alleged ethical violations emerge in N.Y.
Public official sought job for himself, girlfriend with software vendor after contract award, N.Y. audit says (Baltimore Sun)
Malone’s Transparency Reversal (Wall Street Journal: Overheard)
MediaMorph Raises $8 Million From Motorola Mobility, Smedvig Capital
Startup Provides Cross-Platform Audience Measurement and Analytics (Multichannel News)
Comcast’s Xfinity Home and EcoFactor Announce Agreement to Deliver Cloud-Based Energy Management Solution to Residential Customers (Business Wire)
Comcast Files First NBCU Condition Compliance Report
Says conditions have become part of company's DNA, and that it has overdelivered on some promises (Broadcasting & Cable)
"Company's DNA" rapidly becoming one of the most overused buzzwords.
Angelakis: No Usage-Based Pricing For Now
Comcast CFO Says Cable Giant Won't Rock The HSD Boat (Multichannel News)
Cablevision Declines After Forecasting Lower Free Cash Flow in 2012 (Bloomberg)
Cable Operator Knology Explores Potential Sale (Wall Street Journal: Deal Journal)
Epicor suit claims company is providing third-party support illegally (IDG News Service)
TomorrowNow-like suit.
ICON Acquires PriceSpective (Applied Clinical Trials)
EResearch 4Q profit rises and stock advances (AP via CBS News)
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Labels: Cablevision, Comcast, Edison Ventures, Epicor, John Malone, Knology, LiftDNA, Lightwire, OpenX, Safeguard Scientifics, SunGard
Daily Links 1/3/2012: RJMetrics raises $1.2 million
A Renewal Of Enterprise Landscapes
How the HANA in-memory technology is helping transform businesses (VISHAL SIKKA, CTO, SAP)
2012: the year of cannibalisation in enterprise land? (Dennis Howlett/ZDNet Blogs)
RJMetrics Raises $1.2M For Hosted Business Intelligence Software Suite (TechCrunch)
Disruptor of the Day: RJMetrics Raises $1.2 Million and Explains the Benefits of Waiting to Raise the Money (Daily Disruption)
Moul, post-Dell Boomi: "I want to do it again" (Philly.com: Philly Deals)
Universal Display in for less revenue from Samsung: analysts (Reuters)
Cablevision Entices Buyers With Low Value (Bloomberg)
Comcast Is Like Sweet Heroin
And I’m back on the junk. (Philadelphia Magazine: The Philly Post)
8 Reasons Why We’re Excited about 2012 (Safeguard Scientifics Blog)
Yell Group Brings In Consultant To Implement Its New Strategy (paidContent)
Yell Group has a major presence in King of Prussia.
Fisker says its problem Karmas are almost all fixed (Gigaom)
Felix Salmon Pinpoints the Problem: ‘Uber Is a Car Service for Computers’ (BetaBeat)
AMETEK Acquires Technical Manufacturing Corporation (PR Newswire)
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Labels: Cablevision, Comcast, HANA, RJMetrics, Safeguard Scientifics, SAP, Uber, Universal Display, Vishal Sikka
Daily Links 12/16/2011: Salesforce makes HCM acquisition; will rename SuccessForce
Salesforce Makes A Rypple With New Acquisition (Wall Street Journal: Digits)
Salesforce snubs SAP with Rypple flip (Dennis Howlett/ZDNet Blogs)
SAP Sees No Further Big Cloud Buys After SuccessFactors - Report (Dow Jones via NASDAQ.com)
Dell Resurrects Venture Capital Arm (Wall Street Journal: Digits)
Something to keep an eye on, given Boomi's central role in Dell's emerging Cloud strategy.
Revenue Cycle Management: Healthcare's Next Frontier?
NextGen parent QSI acquires small claims processor ViaTrack to bolster position in burgeoning RCM market. (Information Week)
NextGen Healthcare is based in Horsham.
Xfinity rebranding raises doubts among experts (Philadelphia Inquirer)
FTC hits Comcast CEO Brian Roberts with $500,000 fine (LA Times: Company Town)
Apparently just a technical oversight, and anyway, what's $500,000 when you rule the world?
Cablevision Stock Hits 52-Week Low After COO Resignation (Hollywood Reporter)
What's Next for Cablevision? (Light Reading Cable)
Some suggest Comcast could be interested in Jersey, Connecticut pieces of Cablevision if it were to be put up for sale, but most doubt that will happen any time soon.
Cox To Sell Wireless Licenses To Verizon Wireless For $315 Million
MSO and Wireless Carrier Will Resell Each Other's Residential and Commercial Products (Multichannel News)
Penn State receives $10 million commitment to engineering research (Penn State Live)
Some good news on another difficult day for the University.
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Daily Links 8/10/2011: Bensalem-based mortgage tech company ISGN raises $30 million
Bensalem-based ISGN Raises $30 Million from Investors (PR Newswire)
Checkpoint Systems under pressure to seek sale
* MMI Investments sends letter seeking strategic review
* Earlier recommendations rebuffed by board (Reuters)
Checkpoint's response: Its all just a misunderstanding.
DirecTV Defeats Comcast Bid for Court Order Blocking Ads for NFL Programs (Bloomberg)
NBC Sports Group Agrees to Multi-Year Partnership With Major League Soccer
NBC, NBC Sports Net to air 49 games per season (Broadcasting & Cable)
U.S. subscribers hang up on cable, satellite; economy, streaming to blame (Globe and Mail via CTV News)
Cablevision and Viacom make peace in iPad dispute (LA Times: Company Town)
Clearwire names CEO and asks him to raise $900M (Gigaom)
Here Are The 13 Startups Presenting At NYC Dreamit Demo Day Today (Silicon Alley Insider)
Verizon goes to court over workers' strike in East
(AP via CNBC)
SAP Will Launch New Smart Grid Software
SAP Smart Meter Analytics is going to handle a whole lot more than meter data and do it faster. (Greentech Media)
Mistras Group, Inc. Delivers Strong Revenue and Earnings Growth as FY 2011 Revenue Increases 24%, Adjusted EBITDA Up 33%
(GlobeNewswire)
Mistras Group is based in Princeton.
FCC announces plan to update 911 to receive texts, video
(The Hill)
FCC Chairman Julius Genachowski made announcement at the Association of Public-Safety Communications Officials International Conference in Philadelphia on Wednesday.
Orbitz and StarCite Launch Orbitz for Business Meetings (PR Newswire)
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