Daily Links 3/12/2012: Oracle gets a downgrade due to growing competition from SAP

Dell working on cloudy analytics apps
Survey says SMBs want one SaaS throat to choke (The Register)

Oracle: SAP Draws Blood; Jefferies Downgrades To Hold (Eric Savitz/Forbes)

Why Workday has Oracle and SAP worried (Fortune Tech)

A couple interesting tidbits came out of a blogger SAP HCM briefing call (Jonathan Reed)

Top VC Sees More Business Software Deal-Making (Forbes)

Passport Health Acquires STAT Technologies, Gains Market-Leading Enterprise Scheduling Capabilities (PR Newswire)
Tennessee-based Passport Health's Healthworks division is located in King of Prussia. STAT Technologies is based in Hazlet, NJ. "Passport executives did say they anticipate additional M&A activity this year as the company responds to increasing market demand for its products and services, and carries out plans for continued aggressive growth", according to its press release.

Parts of healthcare are moving to the cloud (O'Reilly Radar)

AppMobi Releases First Public Version of jqMobi HTML5 Framework (ReadWriteMobile)
AppMobi is based in Lancaster.

AT&T accelerating LTE rollout, targeting 11 new cities (Gigaom)
Philly apparently not one of them.

Wawa Searches for Right Mix of Technology vs. Customer Service (Convenience Store News)

Aereo files countersuit against broadcasters (Reuters)
First Round Capital was an early backer of Aereo.



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2010 Healthcare Informatics 100 named

Healthcare Informatics has released its 2010 Healthcare Informatics 100, and as to be expected companies from the Philly region have a strong presence on it.
HCI ranks Malvern's Siemens Healthcare #7 with estimated 2009 revenue of $1.4 billion. Also ranked in the top 100 are Medquist of Mount Laurel (28), NextGen Healthcare of Horsham (29), Elsevier of Philadelphia (44), Apollo Health Street of Conshohocken (48), Passport Health Communications (55), whose Healthworks division is located in King of Prussia, Vitalize Consulting Solutions of Kennett Square (66), RCM Technologies of Pennsauken (78), and Portico Systems of Blue Bell (97).
Many others on the list have a significant presence in the area.
Expect more M&A activity among this group over the next year (such as the recent Allscripts-Eclipsys deal) as companies seek to strengthen their competitive positions and add more integrated capabilities as the rampup of spending from Healthcare IT stimulus funding accelerates.