AT&T + T-Mobile: What the Web Is Saying (Gigaom)

Who's Going To Buy Sprint Now? Verizon? Comcast? Google? (Silicon Alley Insider)
The Wall Street Journal cites a source as saying Comcast is not interested (subscription required).

AT&T Cash, Breakup Fee Were Said to Clinch T-Mobile USA Over Sprint Nextel (Bloomberg)

AT&T’s President on Why T-Mobile Deal Should Pass Muster and Won’t be a Customer Nightmare (All Things Digital: Mobilized)

Oracle seen posting profit, sales gains (MarketWatch)

Liberty Global to Buy German Cable Operator for $4.5 Billion (New York Times: DealBook)

Bel Fuse Sends Letter to Pulse Electronics Regarding Business Combination Proposal and Election Contest to Replace Pulse Electronics' Directors (Business Wire)

Deregulation likely to cause issues down the line (Newark Star-Ledger Editorial Page)

In The Race For More Spectrum, AT&T Is Acquiring T-Mobile For $39 Billion (TechCrunch)

Why AT&T Bought T-Mobile (Mashable)

AT&T Agrees To Buy T-Mobile For $39 Billion In Cash And Stock (Forbes: The Tech Trade)

U. of Pennsylvania Students Build Course-Management Software (The Chronicle of Higher Education: Wired Campus)

IBM's Watson and SAP Hana: A Worthy Combination? (Read Write Web)

Inside SAP’s BI Strategy with David Weisbeck (ASUG News)

Time Warner Cable, Comcast may nix Mets' SNY sale: report (Reuters)

Some Stock Jocks Still Really, Really Want FiOS To Fail
Sanford Bernstein: Building New Networks 'A Losing Proposition' (Broadband Reports)
I've never seen anyone publically present numbers that would give a good sense of what FiOS' actual or potential IRR to Verizon might be. Its really not a straightforward issue, since the numbers can be viewed from different perspectives, and it probably engenders considerable debate both within the company and externally. Also, the Telcos have traditionally relied on strict historical P&L accounting while the cable industry focused more on cash flow, another factor that
might have an impact upon how you look at things.


Broadband Caps: Maybe It’s Not Just About TV (Gigaom)

Comcast DOCSIS 2.0 Markets To See Upgrades
As Comcast Pushes 3.0 Past 85% Of Their Footprint (Broadband Reports)

Comcast Business Services Launches Indirect Channel Sales Program - Signs with Telarus, Inc. (PR Web)

Blackstone's Sale of Florida Theme Parks Stake May Cost NBC $1.6 Billion (Bloomberg)

Is Verizon's Bet on FiOS Paying Off?
Verizon says the high-speed fiber network is profitable, but questions are springing up, and proposed price increases could be a turnoff (Bloomberg Business Week)

PetsMD to be bought (Austin Business Journal)
Texas startup being acquired by Plymouth Meeting-based Pet360, which recently sued PetsMD for
trademark infringement.

Dell's Acquisitions Part of Larger Enterprise Play (ServerWatch)

Co-Presidents to Head Up USA Channel (New York Times)
A Comcast/NBCU property.

BioNanomatrix Secures $23.3 Million in Series B Financing (Business Wire)
Philly-based genome analysis pioneer will also open a West Coast office.

PhillyDeals: Dell's merger with Boomi results in a win-win for area workers (Philly.com: Philly Inc)

Philly Fed Index Has Best Reading Since 1984 (Wall Street Journal: Real Time Economics)

SAP plans cloud version of HANA
The company will however offer the software only from its own cloud (Network World)

SAP Adds OpenSocial API To StreamWork (Information Week)

Q&A: Info overload drives demand for ERP, analytics, SAP's Courteau says (Computerworld)

U-verse Expands But Can't Outgrow Its Critics (Light Reading)

Harnessing the power of the group (Daily Local News)
On startup Alphabuyer of Tredyffrin.

Verizon, SAP Team Up on Cloud Enterprise Application Delivery (PR Newswire)

Oracle: Exadata Exploding, Says Piper (Barron's: Tech Trader Daily)

Digitas Health Cuts Staff Across U.S. Offices (mediabistro.com: AgencySpy)
Reported 40 cuts, mostly in Philly & NY.

Plaxo throws in the social networking towel, refocuses on address books (VentureBeat)
Comcast unit does another pivot.

IT companies expand in county (Daily Local News)

Netflix's Streaming Costs Are Dropping Rapidly (Silicon Alley Insider)

Netflix: Hollywood’s Worst Nightmare (Wall Street Journal: Deal Journal)

Time Warner Cable Pulls 17 Channels From iPad App, Citing High Demand
Operator Says They'll Be Returned as Soon as a Fix Is in Place (Multichannel News)
Update: Time Warner Cable has restored all channels, but question remain about some programmers' willingness to continue cooperating.

Universal Display Corporation Announces Fourth Quarter and Full Year 2010 Financial Results (Business Wire)
The maker of OLED technologies, based in Ewing, NJ (outside of Trenton), has been a high-performing stock over the past year although its revenue base is still fairly small.

AppLabs Opens New Chicago Office (PR Newswire)

FERC Ruling Clears The Way For Demand Response In Wholesale Markets (Renew Grid)
Could benefit Conshohocken-based Viridity Energy.

Daily Links 3/15/2011: Ex-FCC chief Powell to head top cable trade group

Will HP buy or merge? (ZDNet Blogs)

SAP: the road to redemption (ZDNet Blogs)

Ex-FCC chief Powell to head top cable trade group (Washington Post: Post Tech)

Netflix's Brick Wall (The Wrap)

Liberty Media CEO Discusses Earthquake's Effect on QVC Japan (Hollywood Reporter)

Time Warner Brings Live Cable TV to iPad (Zatz Not Funny!)

Blackstone Offers to Sell Florida Theme Park (including ‘Revenge of The Mummy’ Ride) to NBC (PE Hub)

PhillyInc: Video-phone firm WorldGate facing big cash crunch (Philadelphia Inquirer)
Cuts workforce by 65%.

Lockheed's GPS III Team completes Key Flight Software Milestone (Inside GNSS)

Downtown-based Compliance Assurance secures $1.25M in financing (Pittsburgh Business Times)
Philly-area firms among investors.

GSI Commerce Closes Acquisition of Fanatics, Inc. (Business Wire)
Also closes on new credit line, sets share repurchase plan.


Gift from Peter Detkin to Launch Intellectual Property and Technology Legal Clinic at Penn Law (Penn Almanac)

Campbell Soup exec wins Temple business school IT award (Philadelphia Business Journal)



permalink

Daily Links 3/14/2011: Franken: "The real end for Comcast is to put Netflix out of business entirely"

HP’s New CEO Has a Big Day Planned, and a Bigger Job Ahead (All Things Digital: NewEnterprise)

Leo Apotheker lays out his strategy for first time as HP CEO (VentureBeat)

Executive hopes to stop losses.
Putting focus on Comcast customers (Philadelphia Inquirer)

AT&T to introduce data caps on DSL (CNET News)

AT&T’s New Bandwidth Cap Is Bad News for Netflix (Gigaom: NewTeeVee)

Al Franken: ‘They're coming after the Internet’ (Politico)
Franken: "The real end for Comcast is to put Netflix out of business entirely".


Green LEEDs to platinum: SAP America earns distinction for utilizing environmental sources for newest building (Delco Times)

Infor's Offer for Lawson Could Spark Bidding War (PC World)

WorldGate denied loan, running out of cash (phillyBurbs.com)
Is WorldGate on the last of its nine lives? Just not sure where its product stands in today's world of smartphones and tablets. But it is a company with a fascinating history.

USA Technologies To Raise $10.7 Million In Common Stock Private Placement (Business Wire)

Report: Proposed bill to deregulate telephone service would raise prices, hurt consumers (NJ.com)

Q&A: Rob Walters, SunGard Availability Services (Web Hosting Industry News)



permalink

Exclusive: AT&T To Impose Caps, Overages
Notices To Go Out This Week, Capping Begins May 2 (Broadband Reports)

Philly Tech People News 3/13/2011

Cable’s top lobbyist, McSlarrow, to lead Comcast Washington office (Washington Post: Post Tech)

Comcast promotes top two lobbyists (The Hill)

Janney Names Christopher White Head of Investment Banking (Business Wire)

Prominent Equity Analyst and Investment Banker Leland Westerfield Joins appMobi as CFO (Business Wire)

Chris Sklarin joins Edison Ventures (New Jersey Technology Council)

Kari Branjord, Former Executive Director for SIS at the University of Colorado, Joins SunGard Higher Education (Press Release)

MTI Names Tvenstrup Senior VP, Business Analytics (Business Wire)

Comcast SportsNet promotes several news and programming executives (Philly Ad Club News)

John (JB) Braun joins Today Media Inc. as Publisher, Main Line Today Magazine (Philly Ad Club News)

Infor Makes Unsolicited $1.84B Bid for ERP Vendor Lawson (PC World)
Will any other bidders emerge?

Rebooting their systems
Two computer giants prepare for a world no longer dominated by the PC (The Economist)
Dell and HP.

It Came From Their Lab. But How to Take It to the Bank? (New York Times)
On the new, $100 million Philly-based Osage University Partners.