Columbus Day Highlights: Dell has deal with EMC subject to shop around period; ThingWorx parent PTC buys augmented reality platform from Qualcomm for $65 million for IoT strategy

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Dell to Acquire EMC for $67 Billion in the Largest Ever Tech Takeover (Re/code)

Six takeaways from Dell-EMC deal
(Fortune)

Dell to Buy EMC for $67 Billion: Five Initial Takeaways (Constellation Research)

Silver Lake Explored Sale of Dell’s PC Business Ahead of EMC Deal (Recode)

Why PTC just bought this augmented reality platform for $65 million (Fortune)

Is AWS The Most Important Enterprise Company? (TechCrunch)


The CFO who led Infosys during its toughest period is moving on (Quartz)


Campbell's Ready to Serve Recipe Ideas Through Amazon Echo (Ad Age)

Arris Launches DOCSIS 3.1 Modems (Multichannel News)

Dell to announce EMC deal in morning; report says EMC wants "go shop" clause

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EMC wants 'go shop' provision in Dell deal: Sources (CNBC)

Dell to Reveal EMC Purchase on Monday (Bloomberg)

If Dell and EMC really do merge, expect massive consolidation (The Register)

Silver Lake: Dell spinout of Boomi, other unit may make sense

Tom Paine

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A couple of months back, Silver Lake Partners, the PE giant that owns about 25% of the privatized Dell, raised the possibility that Boomi and another Dell unit, SecureWorks, be spun out in some way. One suggestion was a structure along the lines of EMC's "federation", which may seem dated as EMC's star fleet structure is under attack now.

SecureWorks, a cybersecurity firm, is speculated to have a standalone value of more than one billion. I don't see any valuations mentioned for Boomi, but the fact is Boomi needs to serve a broad horizontal market, not a vertical, and may not be best served operating from within the Dell structure if its going to reach its full potential.

So I have no idea whether any thing will come out of this, but when a Silver Lake managing partner who works closely with Michael Dell suggests it, I'd take it seriously. And I think the very fact that Boomi merits so much high-level consideration is testament to the enduring value of Rick Nucci's creation.

Read Fortune's article on Dell's possible moves and see its interview with Silver Lake managing partner Egon Durban. Discussion about Dell starts about 5:20 in.

Qlik lures sales exec from EMC, expands in North Carolina

Tom Paine

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Radnor-based Qlik Technologies hired away the top sales exec from the "EMC Federation's" VCE unit,  Mark Thurmond, to be its EVP of Worldwide Sales & Services. Surpising move across industry sectors for Thurmond, a career storage vet at EMC. But as CRN points out, several execs are jumping ship at EMC companies ahead of an anticipated restructuring.
At the same time, Les Bonney was appointed to a new role as Chief Strategy Officer. He was previously Chief Operating Officer.




Qlik also announced in early August that it was expanding into a much larger space in Raleigh, NC and its been hiring there, mostly in customer service it would appear. Triangle Business Journal says with the move Qlik could potentially boost employment there from 50 to 100. Not in itself unusual since Qlik has always maintained a  very geographically diverse workforce.

Qlik reports having over 2,000 employees worldwide, and has a market cap of $3.6 billion.

BizTech@Wharton conference on Friday at Pennsylvania Convention Center

Tom Paine

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The 2014 BizTech@Wharton Conference will be held this Friday, November 7th, at the Pennsylvania Convention Center. Now in its 19th year, BizTech@Wharton is a premier industry conference representing the latest thinking on the business of technology.

Subjects to be featured include Bitcoin, Cloud computing, Internet of Things, and Customer Analytics, among others.

Keynotes will be presented by Ben Galbraith, Vice President, Global Products, Walmart; Dennis Hoffman, Senior Vice President, Strategic Planning and Programs, EMC Corporation; Ben Relles, Head of Comedy, YouTube Originals; and Jonathan Zabusky, President, GrubHub, Inc. The last two are Wharton grads.

In addition to the six panel discussions, there will be a Startup Pavilion featuring apps developed at Penn and a Shark Tank-like competition (QuakerTank), and you'll have a chance to meet some companies that hold informal 30 minute coffee chats.

Here are the Top 10 reasons to attend the BizTech@Wharton Conference (via BizTech@Wharton).

Tickets, which are very reasonable, are still available.

The conference is organized by Wharton students.

Daily Links 11/11/2011: John Wookey joins Salesforce.com

SAP, EMC and VMware in 3-way cloud orgy (Channel Register)

Accenture Launches Private-cloud Service for SAP Customers (PC World)

Crystal Ball Is Cloudy for ERP Market (Robert Kugel/Ventana Research)


Salesforce.com Hires Ex-Oracle, SAP Software Executive Wookey (PC World)

Comcast's CIO to Exit in 2011 (Light Reading Cable)

Barnes & Noble Rises on Speculation of Purchase by Liberty Media (Bloomberg)

Safeguard Scientifics: health IT could grow to one-third of business (Med City News)



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Daily Links 4/20/2010: Rutgers (Piscataway) to offer iPad business courses with Apple

IT company EMC in services, sponsorship deal with Phillies (Philadelphia Business Journal)

Pa. district took 56,000 images on student laptops (Associated Press via Google News)

Cloud Communications Alliance Brings Voice Communications to the ‘Cloud’ (Press Release)
Philadelphia's Alteva part of the Alliance.

Janney Montgomery Scott Reiterates a 'Neutral' Rating on Kenexa (KNXA); Raises Fair Value (StreetInsider.com)

SunGard Unveils Valdi Order System With Global Focus (Bloomberg via Business Week)

Ridge Global, Prism eSolutions Form Strategic Alliance To Address Growing Enterprise Risk Management Needs
(PR Newswire)

Snider funding conservative RightNetwork (Philadelphia Daily News)

SevOne Extends Reach in EMEA With New Distribution Partner
Holonomix to Provide Next-Generation Network Performance Management Software and Services to Organizations in the UK (Marketwire)

Podcast: Business by Design - Eric Brown of Johnson Products Shares Their SAP ByD Story (Jon Reed on SAP Consulting)

Verizon Downplays FiOS Deployment Freeze
And plays up the level of market competition... (Broadband Reports)

Just like Comcast? RCN accused of throttling P2P (Ars Technica)

Boomi Launches Industry's First "Trust" Site for SaaS and Cloud Integration (Marketwire)

Rutgers and Apple team up to offer iPad business courses (Newark Star-Ledger)




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