Daily Links 10/26/2011: SAP officially reports results, ponders share repurchases

SAP Profit Rises After Damages Provision for Oracle Is Cut (Bloomberg)
Some uncertainty about outlook for next year.

Strong cash flow prompts SAP to mull share repurchases (Reuters)

SAP mulling dedicated cloud sales force to push on-demand products (V3.co.uk)

Workday Aims at Enterprises With Cloud ERP as IPO Approaches (PC World)

A Bad Day for the Salesforce Kool-Aid (All Things Digital)

KofP prodigy in $1.5B Oracle cloud software deal (Philly.com: Philly Deals)


Safeguard Scientifics Announces Third Quarter 2011 Financial Results (Business Wire)

Comcast Launches HD, Full-Screen Versions Of TV Guide Network In Freedom Region
Rollouts Should Be Completed By End Of Q1 (Multichannel News)
The Freedom Region includes the Philly area.

Netflix Now 33% Of Peak Downstream Internet Traffic In U.S.: Study
Streaming Video Overall Represents 60% of Peak Downstream Bandwidth Usage, According to Sandvine (Multichannel News)
Another reason I think Netflix may face crunch; cheap bandwith for streaming is not infinite.

Daniel B. Burke Dies at 82; Helped Engineer Capital Cities-ABC Deal (New York Times)
Father of NBCU CEO Steve Burke, and brother of former J&J CEO James E. Burke.

Clearwire Soars; Sprint Discloses Tentative Deal On LTE (Eric Savitz/Forbes)
Not a financial agreement, but rather an agreement to determine mutual tech specs for LTE.

Don’t look now, but AWS might be a billion-dollar biz (Gigaom)

Daily Links 10/24/2011: Oracle buys RightNow for $1.5 billion, Workday raises $85 million

Oracle Buys RightNow for $1.5 Billion to Add Cloud Services
(Bloomberg)
Big day for Montana.

Oracle Targets Salesforce with Latest Buy: RightNow for $1.5 Billion (Silicon Angle)

Exclusive: Aneel Bhusri’s Workday Raises $85 Million at a Whopping $2 Billion Valuation (All Things Digital)
Perhaps the biggest emerging threat to SAP.

SAP and United Nations Population Fund Unveil Interactive Analytics as Population Grows Beyond 7 Billion (PR Newswire)

Just How Much Damage Did Netflix Really Do To Itself? (All Things Digital)
Earnings due today.

Netflix loses 800,000 US subscribers in third quarter (Gigaom)
Share price down almost 20% after close.

Netflix Q3 Top Ests, But Shares Hit By Weak Q4 Outlook (Forbes: Tech Musings)

UberMedia Launches Chime.in Interest Network: New Social Media Platform for Connecting and Engaging Around Interests (Marketwire)
Comcast Ventures described as "strategic funding partner"; First Round Capital already an investor in UberMedia.

On the Call: Verizon CFO on non-FiOS areas (AP via Bloomberg Business Week)
Says it will serve those areas with fixed LTE.

Unisys more than triples profits, earns $79M (Philadelphia Business Journal)

Amazon’s Online Drugstore Soap.com Adds Groceries To The List (TechCrunch)

MobileMD Gets Connecticut HIE Deal (Health Data Management)
MobileMD is based in Yardley.

Sidera Expands at 401 North Broad in Philly (Data Center Knowledge)



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