Philly Tech News

The value the market places on Verizon's ( (NYSE: VZ) non-wireless business (essentially, what is considered the landline business) has been difficult to determine. But perhaps its recent agreement to buy out Vodafone's stake in Verizon Wireless provides some clues. Then again, perhaps not.

The Vodafone deal values Verizon Wireless at about $290 billion. By that measure, Verizon's 55% stake would then presumably be valued at $159.5 billion.

The market cap for Verizon (which includes its Verizon Wireless stake) is about $134 billion. Acording to Capital IQ, Verizon's enterprise value, a measure that typically equates to market cap plus debt, minority interest and preferred shares, minus total cash and cash equivalents, is $184.1 billion.

Verizon's non-wireless assets include its advanced fiber FiOS footprint, its legacy copper telephone footprint, and a strong enterprise business, which includes its Terramark enterprise cloud business acquired in 2011.

At times, there has been speculation that the landline business could be spun off. Another, perhaps more likely, alternative would be an increased use of the wireless network to supplement, and in some cases replace the copper network using 4G LTE. The single ownership of the two businesses should make a more integrated approach to managing them possible. Broadband Reports' Karl Bode does suggest that Verizon may consider selling (or dumping) some non-core area, copper-based networks, as it did previously to Frontier and Fairpoint.

There has been considerable debate as to whether Verizon's FiOS investment, which has been somewhere in the $20 billion range, has paid off.

Daily Links 7/17/2013: Red Tettemer rebrands, opens LA office

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Red Tettemer Rebrands, Opens Outpost in Los Angeles
Shop Changes Name to RTO&P (Ad Age)

Quintiq—The Biggest Supply Chain Vendor You May Not Have Heard Of (Technology Evaluation Centers)

Johnson & Johnson starts to 'harmonize our ERP landscape' (ZDNet)

SAP's Q2: The hot topics
Cloud software growth, HANA, rival Oracle and the global economy will be in the spotlight (Computerworld)

Salesforce.com launches Sales Performance Accelerator (PC World)

The Microsoft Reorg and Microsoft Dynamics: Odd Man Out or Shining Example? (Josh Greenbaum / EAConsult)

A Microsoft Reseller Explains A Big Fat Reason Why Microsoft's Surface PC Hasn't Sold Well (Business Insider)
Downingtown-based Softmart is one of a handful of resellers able to handle Surface products.

Aereo Spat Could Prompt Fox Supreme Court Challenge (Time)

Verizon Q2 preview: FiOS TV may crack 5M-subscriber mark, but has it lost its edge? (FierceCable)

X1 Marks the Spot (Cable360)

PeopleLinx Triples Revenue, Launches LinkedIn Sharing for Companies (PR Newswire)

Daily Links 4/18/2013: Zonoff raises $3.8 million; Mashery looks like good exit for First Round, others

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[Malvern-based]Zonoff gets $3.8M to connect the smart home with super software (Gigaom)

Mashery Sale Looks Promising for First Round, Formative, OpenView, Others (PE Hub)

Arris Unveils New Leadership Team
Former Head of Motorola Home Marwan Fawaz to Exit; Robinson and McClelland Tapped to Lead New Home Devices and Network & Cloud Units (Multichannel News)

Verizon posts gains on mobile, Fios growth (PC World)

Verizon Continues to Build FiOS TV, Internet Subs in Q1
Telco Adds 169,000 Video, 188,000 Broadband Customers in Period (Multichannel News)

Citing security concerns, Dish claims it's a better buyer for Sprint than Japanese carrier Softbank (The Verge)

SAP's first quarter: The key questions (PC World)

Philly Fed Disappoints as Indicators Point to Economic Rut (Reuters via CNBC)

Visit Philly Lets Locals Create Content (ClickZ)

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Daily Links 4/10/2013: Another suburban tech firm (iPipeline) adds staff in City: Penn appoints new Chief Investment Officer

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NAB: Adobe Primetime Deployed on Comcast, NBC Sports
Also announces widespread availability of product for streamlining and monetizing multiplatform delivery of content (Broadcasting & Cable)

Now CBS is threatening to become a cable channel if Aereo isn’t shut down (VentureBeat)

Why I Need Aereo TV — And You Do, Too [Review] (ReadWrite)

Genachowski Suggests Limited Role for FCC in Aereo Dispute (Variety)

Verizon CEO hints at a la carte pricing for video (FierceCable)

AT&T's Few Fiber to the Home Users See Speed Boost
Some Users Now Able to Get 24 Mbps -- On Fiber (Broadband Reports)

Deutsche Telekom Sweetens T-Mobile’s Bid for MetroPCS (All Things D)

Peter H. Ammon Named Penn’s Chief Investment Officer (Penn News)

Tech firms keep adding Center City Philly branches (Philly.com: Philly Deals)
iPipeline the latest.

eBay to Share Shopping Data with Retargeting Advertisers (EcommerceBytes.com)

eBay’s PayPal and Magento join hands to offer a mobile payment service (Gigaom)

Blackstone Searches for Tech Partner in Dell Dance (Fox Business)

The PC market is a horror show right now (Gigaom)

Manhattan’s Hudson Yards Gains L’Oreal, SAP as Tenants
(Bloomberg)

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Daily Links 3/18/2013: Liberty Said Close to Buying Charter Communications Stake

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Spreading Disruption, Shaking Up Cable TV (NY Times)

Liberty Said Close to Buying Charter Communications Stake
(Bloomberg)

Verizon FiOS TV will ditch Nielsen and attempt to offer more channels that you actually want (VentureBeat)

Wanted: “Best Unknown Business in America”
National contest to identify and recognize country’s best unknown business with $10,000 in cash and a $40,000 public relations campaign; Contest from Gregory FCA and Safeguard Scientifics to make unknown business known (Business Wire)

SAP Partners Are Optimistic For 2013 (PAC Blog)

$16M project will turn Del. data center into carrier hotel (Philadelphia Business Journal)

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Daily Links 1/9/2013: Dish bids for Clearwire; Goldman to establish small biz program in Philly

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Dish Network Makes Bid for Clearwire, Topping Sprint Offer (New York Times: DealBook)

Verizon looks to LTE completion, Gigabit FiOS (Network World)

FCC's Genachowski: Gov't will open up radio spectrum to improve Wi-Fi
Commission Chairman says move is needed to avoid "Wi-Fi traffic jam." (Ars Technica)

Goldman Sachs expected to help small businesses here
(Philadelphia Inquirer)

Who Made That Universal Product Code? (New York Times)
How bar code invented at Drexel ultimately came to market.

History of MRP Software
(Derek Singleton/Software Advice)
Key element behind SAP's rise to prominence.

Q&A: NetSuite CEO Zach Nelson talks growth, strategy and life with Oracle
NetSuite has tripled its number of developers in recent years, according to Nelson (Computerworld)

Workday's Co-CEO Looks Ahead to 2013 (Forbes)

SAP CIO: BlackBerry 10 looking good
The company plans to offer and support BlackBerry 10 devices within the first quarter of 2013 (Infoworld)

SOFTWARE AG SELLS SAP-SERVICE OPERATIONS IN NORTH AMERICA TO ITELLIGENCE (Software AG Press Release)

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Daily Links 11/9/2012: Could Arris buy Horsham-based Motorola Home?

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Could An Arris-Motorola Marriage Work? (Light Reading Cable)

AT&T Better Hope 100 Meg Does Not Become De Facto Anytime Soon (Multichannel News)

Carrier Ethernet Coming to FiOS (Light Reading Cable)

SAP opens up to developers (ComputerWeekly)

How does Google's DB play impact Oracle, IBM and SAP? (Dennis Howlett/Enterprise Irregulars via ZDNet)

Kenexa Announces Financial Results for Third Quarter 2012 (Business Wire)

Devon IT Offers PanoLogic Customers a Conversion Path to New Thin Clients (Business Wire)

Diagonal Consulting Achieves SAP Global Partner Center of Expertise (PCOE) Certification (Business Wire)

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Daily Links 10/18/2012: Philly Fed report suggests modest improvement

Verizon Profitability Surges as Bills Rise on IPhone
(Bloomberg)

Verizon's FiOS TV Subscriber Growth Slows in Third Quarter (Hollywood Reporter)

Clearwire Drops as Sprint Makes its Move (Wall Street Journal: Deal Journal)

Cable-Tec Expo: DOCSIS 3.1 to Blaze Trail Toward 10 Gig Speeds
CableLabs: Spec Won’t Require Plant Upgrades, Will Be Backward-Compatible With 3.0 (Multichannel News)

October 2012 Business Outlook Survey: Indicators Suggest Modest Improvement (Philly Fed)

Lehigh Valley hosting its first Startup Weekend in Bethlehem (Easton Express-Times)

SAP to give business tools a consumer-app makeover (Computerworld)

QlikTech and Teradata Partner To Deliver QlikView Direct Discovery for Big Data Analytics (Business Wire)

Perelman invests in new Philly newspaper: UPDATE (Philly.com: Philly Deals)

Philly Newspaper Guild Files Grievance Over Inquirer Reassignments (Philadelphia Magazine: The Philly Post)

Placed launches Panels to help companies gather and analyze location data (PandoDaily)
No surprise: WaWa most popular location in Philly.

New frontiers for Wharton Entrepreneurship: VIP expands to Wharton SF (Wharton Entrepreneurship Blog)

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Daily Links 9/26/2012: Highmark to manage information technology for Independence Blue Cross

Highmark to handle data for Philly insurer (Pittsburgh Post-Gazette)

Comcast retracts criticism of state (Sacramento Businss Journal)
Comcast initially blamed California’s business climate as its reason for closing call
centers in the state and laying off 1,000 workers.

Comcast's Cohen: No Justification for Exclusivity Ban (Multichannel News)

Verizon Again Confirms No Future FiOS Expansion
(Broadband Reports)

Accenture Completes Acquisition of Octagon Research Solutions (Business Wire)

Rent-to-own PCs surreptitiously captured users' most intimate moments (Ars Technica)
Software was provided by Philly-based DesignerWare.

Inquirer, Daily News, Philly.com have new No. 2 leader
(Philadelphia Inquirer)

Does hardware matter in the cloud? Oracle is hoping so (ZDNet)

Facebook gets involved with cloud storage via Dropbox integration (ZDNet)

Comcast-Spectacor Puts a Premium on Fan Loyalty at Wells Fargo Center with Neolane and FanOne Marketing (Pymnts.com)

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Daily Links 9/25/2012: Cable operators may challenge game consoles

SAP's Emerging Cloud Platform Strategy (Frank Scavo/Constellation Research)

Xbox Challenged as Cable Plots to Make Consoles Obsolete: (Bloomberg)

Verizon Nears Launch Of FiOS Media Server (Multichannel News)

How the U.S. is winning the race to next-gen Internet (PC World)

Cable outpaces iTunes for iVOD movies: Comcast leads rental category (Variety via Chicago Tribune)

FTTH Quietly Grows 10% in North America (Light Reading Cable)

Chattanooga, Tenn., tries to lure in tech experts (Philadelphia Inquirer)

University City innovation zone grant to aid new companies (Philadelphia Business Journal)

Fisker Karma 'plagued with flaws,' says Consumer Reports (Reuters via San Jose Mercury News)

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Daily Links 9/6/2012: Apple talks with broadcasters, cable ops said to be stuck

Apple TV No IPhone As Talks Bog Down With Media Companies (Bloomberg)

The Powers That Be: Brian Roberts and Steve Burke (2) (Vanity Fair)

NBC Broke Even on London Olympic Games, Head of Sports Says (Bloomberg)

FIOS TV exec: Cord cutting is growing, and changing the TV biz (Gigaom)

Newspaper Publisher Journal Register Files for Bankruptcy and Plans for a Sale (NY Times: Media Deocoder)

AT&T 4G LTE Coming To Philadelphia In 2012 (PR Newswire)

AT&T in Spectrum Spree to Catch Verizon (Bloomberg)

SAP executive: HANA customer count nearing 600, pricing tweaks on tap (PC World)

Greenlight Technologies Wins Best Big Data Solution Award at SAP Start-Up Forum
Greenlight Enterprise Business Controls Monitoring Technology Compliments SAP HANA In-Memory Data Analysis for High Volume Transaction Risk Analysis (Marketwire)

Move Over, Marc Benioff: Aneel Bhusri Is King Of The Cloud (SAI: Enterprise)

USA Technologies Reports Results for the Fourth Quarter and Full Fiscal Year Ended June 30, 2012 (Business Wire)

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Time Warner Cable invests to build out fiber to some NYC businesses; What are Comcast's plans?

Tom Paine

Time Warner Cable's announcement this week that it would invest $25 million to provide fiber to the premise connectivity to selected business locations in parts of New York City generated some hype and inaccurate comparisons from those who compared it to Google's fiber buildout in Kansas City. Time Warner Cable's (TWC) announcment was somewhat vague, besides mentioning a few specific locations, in terms of how broad the coverage would be. And $25 million isn't a great deal of money when you consider a city with the telecommunications infrastructure of New York. Google Fiber's Kansas City project is planned to be residentially focused rather than aimed at businesses, and its investment there would reportedly be several hundred million dollars.

I had heard that Comcast had done a few small fiber buildouts such as this in some downtown areas, so I reached out to Comcast to ask about specifics. A company spokesperson responded by email: "Since 2011, we have been giving businesses more options for connectivity by bringing fiber into sections of cities that are becoming high-tech hubs". Specifically mentioned were a project with the city of Seattle to bring broadband to its Pioneer Square area, a similar partnership with Boston for its "Innovation District", and another arrangement for downtown San Mateo, CA. I'm not certain about the precise network architecture Comcast is using in these areas; it says it offers speeds of up to 100/10 Mbps which I believe can be delivered through its usual fiber optic-coaxial hybrid using Docsis 3.0, but also can provide speeds of up to 10 gigabits per second for heavy users. The latter would preumably require a direct fiber connection to the building.

Comcast says it will "continue looking for more places to expand – giving more businesses more options for affordable high-speed connectivity - but at this time has nothing specific to announce". There was no information available on any plans for Philadelphia.

Of course, in both New York City and Philadelphia the cable operators may face competition from Verizon's FiOS, although the buildouts in both locations are preceding at a snail's pace (but its much further along in New York.) Google Fiber says it will offer symmetrical 1 Gbps connections to individual residences for $70 a month (after an up front fee). Time Warner Cable says its service "enables businesses to be connected to a dedicated Internet network that provides speeds that reach 1 gigabyte per second and faster". although its not clear whether that kind of speed would reach every tenant in a large multi-tenant facility such as the Empire State Building, one of the facilities TWC named as having been recently wired.

Both TWC and Comcast have rapidly growing business telecom services segments. In its most recent earnings report released early this month, Comcast said its Business Services revenue increased 34 percent to $582 million.

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Daily Links 8/27/2012: Dark days at The Tonight Show

Acer Enters Thin Client Market With New Veriton N Series Enabling Flexible and Efficient Virtualization (Marketwire)
Incorporates technology from Devon IT as part of offerings.

Verizon Avoids FiOS TV Injunction
(Light Reading Cable)

'The Tonight Show' experiences dark days
The NBC program starring Jay Leno suffers a ratings slide and layoffs amid instability in the TV business — and after network missteps. And the stakes are rising. (LA Times)

After meeting with Apple execs, analyst expects no television solution any time soon (Fortune Tech)

Assessing Virginia Beach as a suitor of the Sacramento Kings (Sacramento Bee)
Comcast-Spectacor to present to Virginia Beach City Council tomorrow.

Thoma Bravo Buys Software Company Deltek For $1.1 Billion (Bloomberg)

PANL: Samsung Jury Defeat Negative, Says Canaccord; Goldman Defends (Barron's: Tech Trader Daily)

A Comparison between Pacific Crest’s 2011 and 2012 SaaS Survey Results (Trident Capital Blog)

PA eHealth Collaborative Announces $6 Million in Grants to Advance Electronic Exchange of Health Information (PR Newswire)

Virtua Reaches Major Milestone in Multi-entity Health System IT Adoption
Using Siemens embedded, workflow-driven, enterprise health IT solutions, Virtua clinicians are electronically managing patient care orders and the complete care process. (PR Newswire)

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Daily Links 6/4/2012: Salesforce announces Buddy Media deal; SAP doubles Brazil staffing

Salesforce To Buy Buddy Media For $689 Million In Social Push (Bloomberg)
Price a little less than earlier reports had suggested.

Salesforce.com buying social marketing vendor Buddy Media in $689 million deal (Computerworld)

Marc Benioff Uses His $700 Million Purchase Of Buddy Media To Trash A Rival (SAI: Enterprise)
SAP?

SAP Doubles Staff In Brazil To Capture Growth Opportunities (Bloomberg)

QVC looks to television to make big online splash (MarketWatch)

Comcast Achieves World IPv6 Launch Milestone
(Comcast Voices/Official Comcast Blog)

Verizon Offers Buyouts to 1,700 Union Land-Line Employees (Bloomberg)

Exclusive: new Verizon FiOS plans coming June 17th, 300Mbps service to cost $204.99 per month (The Verge)

Huawei Looks Beyond Docsis (Light Reading Cable)

The growing industry of Higher Education Big Data (ZDNet Blogs)
On startup backed by First Round Capital.

Meet the startup helping sites like Fab and Etsy court their customers (Gigaom)
Another NY-based web analytics startup founded by Wharton people.

Small Business: Virtual office, or real? That is the question (Philadelphia Inquirer)
Profiles Wildbit and Dolphin Corp.

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Daily Links 5/30/2012: Salesforce reported ready to buy Buddy Media for over $800 million

Salesforce Set to Snap Up Facebook Friend Buddy Media for More Than $800 Million (All Things D)

For a pair of big local companies, shareholders gather (Philly.com: Philly Inc)

SnipSnap: How a Newspaper Vet Aims to Remake Paper Coupons For the Mobile Era (ReadWriteWeb)

Oracle prepares to enter PaaS wars
Oracle's platform as a service strategy may take center stage at an event with CEO Larry Ellison next week (Computerworld)

SAP-Ariba Deal Goes Beyond the Cloud (Jeffrey M. Kaplan/Sandhill)

People, Process and Technology – is IT the new HR? (John Appleby/People Process & Technology)

Top that, cable! Verizon offers 300 Mbps home broadband (Gigaom)

Where Will Comcast's X1 Land Next? (Light Reading Cable)
Philly region slated for late 2012 or early 2013, article says.

Who Knew What When at Universal Display? (CNBC)

AT&T: Telecom consolidation 'logical,' inevitable (ZDNet Blogs)

Systech Acquires Apostrophe Systems: Strengthens Position in Cloud Services Market (PR Newswire)
Apostrophe Systems is based in Philadelphia, and Systech is based in Cranbury, N.J.

iBoard Unveils Family iBoard, First Private Social Network for Families – Securely Connecting Families For All Generations (Business Wire)
Sounds a bit in concept like Joanne Lang's AboutOne.

CenTrak, Provider of Healthcare's Most Accurate Real-Time Location System (RTLS), Accelerates Market Adoption by Offering Gen2IR™ Over Wi-Fi (PR Newswire)

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Daily Links 11/9/2012: Could Arris buy Horsham-based Motorola Home?

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Daily Links 10/18/2012: Philly Fed report suggests modest improvement

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Daily Links 9/26/2012: Highmark to manage information technology for Independence Blue Cross

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Daily Links 9/25/2012: Cable operators may challenge game consoles

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Daily Links 9/6/2012: Apple talks with broadcasters, cable ops said to be stuck

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Time Warner Cable invests to build out fiber to some NYC businesses; What are Comcast's plans?

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Daily Links 8/27/2012: Dark days at The Tonight Show

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