Daily Links 11/29/2011: Live Verizon FiOS TV Coming Very Soon to Xbox

Live Verizon FiOS TV Coming Soon to Xbox, Complete With Kinect Voice and Gesture Controls (PR Newswire)

Analyst: T-Mobile to Comcast, instead of AT&T? (Seattle Times)
Comcast has consistently said it doesn't want to own a major wireless network, a position Vice Chairman Michael Angelakis reiterated earlier this month. I believe they mean what they say, but that doesn't mean they don't have a long term interest in wireless as LTE becomes an important alternative to fixed-wire networks for many applications.

Motorola Mobility's Sanjay Jha & Dan Moloney discuss Moto's
set-top box plans (Video: Light Reading)

NetApp Taking on EMC Puts CommVault in Takeover Sights: Real M&A (Bloomberg)
CommVault is based in Oceanport, NJ.


TE Connectivity in Exclusive Negotiations to Acquire Deutsch (PR Newswire)
TE Connectivity (formerly Tyco Electronics) has its operational headquarters in Berwyn. The acquisition would be valued at about $2 billion.

Oracle, SAP, Infor: Three's a crowd (Computer Business Review)

Is SAP HANA about the “in-memory database”? (Vital BI)

Customer Sues Epicor After ERP Software Project Attempt Ends in 'big Mess' (PC World)

Mint Linux freshens up web searches
We've got our own engine. Swallow that, Google and Microsoft (The Register)
Teams up with Paoli-based DuckDuckGo.

Shop online, try it out in person: Kembrel gives hybrid retail sales the old college try (VentureBeat)
Opens small store location in Philly.

Cyber Monday? It was more like Mobile Monday, according to eBay & PayPal (VentureBeat)
And GSI Commerce.


Business incubator's future in peril as state cuts funding
Ben Franklin Technology Partners in Bethlehem trims payroll, helps fewer clients. (Allentown Morning Call)




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Top Vanguard technology operations exec Michael Moore dies in cycle accident

Mutual Fund Wire is reporting that Mike Moore, a principal at Vanguard Group who recently became head of its technology operations, died on November 9 from injuries sustained in a motorcycle accident on November 6. He was 45.The accident, which occurred at a South Jersey motorsports park, was earlier reported by the Cherry Hill Courier Post.

Mutual Fund Wire says Vanguard spokesperson John Woerth confirmed in an email to them that it was indeed their executive who passed away.

Verizon has 6 months to re-engineer FiOS VOD (CED Magazine)

Comcast Gets Ready for CCAP (Light Reading Cable)

Comcast's metro E service easy as 1, 2, 3 (CED Magazine)

Social TV app BeeTV hits the deadpool (Gigaom)

EHR Adoption To Reach 80% By 2016
IDC cites Horsham-based NextGen Healthcare as a leader.

Highlights: Last week on Philly Tech News (11/21 to 11/27 2011)

I covered (via Webcast) QlikTech's first annual Analyst Day in New York and wrote about it here .

Philly area companies dominated the AlwaysOn 100 Top Mid-Atlantic private companies, which wlll be honored at the IMPACT–Venture Summit Mid-Atlantic this week at the Ritz Carlton Philadelphia.

Comcast CFO Michael Angelakis was named Vice Chairman of the corporation and had his contract extended through 2016, though he does not yet have a seat on the Board of Directors.

The hype campaign around HANA, SAP's in-Memory technology platform, continues, with one consulting firm calling it the biggest thing since the PC and others taking a more cautious, wait and see approach. Speculation is mounting that SAP may acquire an enterprise-oriented social networking platform, with Jive being one name mentioned.

First Round Capital's Josh Kopelman says that from a VC perspective, he thinks 2012 may look more like 2008 than 2011.

Dell Boomi's Bob Moul tweets: "proud to say it's been a great 1st year @Dell. have doubled the size of the @boomi business & next yr looks even better."


eBay reported Thanksgiving results at its eCommerce businesses included a a 345% increase in U.S. mobile sales this Thanksgiving vs. 2010 for GSI Commerce.

Lancaster-based appMobi celebrated Black Friday by open sourcing many of its HTML5 mobile development tools to developers.



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Philly Tech People News 11/27/2011

N.J. Eyes Transformation After Naming New State CIO (Government Technology)

Karen Thomas Promoted to Senior Vice President and Chief Information Officer for Main Line Health (Main Line Health Press Release)

SAP appoints Tom Kindermans as Senior VP (India Infoline News Service)

Ardmore Banking Advisors Appoints New Senior VP for Risk Management Consulting and Chief Counsel (PR Newswire)



Arris Taps New BigBand Leader (Light Reading Cable)

Fernando Romero to Head Sales at DailyCandy
Former Gilt City exec, named VP of advertising sales (Broadcasting & Cable)

Josh Kopelman: “I Think 2012 Will Look More Like 2008 Than 2011″ (TechCrunch)

Hitachi & Sony working with Apple on 4-inch iOS device, iPad 4 to see new display technology (Apple Insider)
I guess this means Universal Display's (Ewing, NJ) OLED technology is off the table for now?

Cyber Monday is especially busy workday in Louisville (Louisville Courier-Journal)

Mercury News interview: John Chen, chairman, CEO of Sybase (San Jose Mercury News)
Chen is a straight talker who doesn't always stick to the (SAP) company line.

SAP extends Business Suite 7 maintenance: What is the real reason? (ComputerWeekly.com)

Motorola Touts Home Control, HTML5 Guide Experience (CableFax Communications Technology)

Philly region ranks high on AlwaysOn 100 Top Mid-Atlantic private companies

Tom Paine


AlwaysOn, a Silicon Valley-based firm that puts on major tech events, just announced its 2011 Mid-Atlantic 100 Top Private Companies, who will be honored during the IMPACT–Venture Summit Mid-Atlantic, to be held November 29th - 30th at The Ritz Carlton Philadelphia.

What surprises me is that 43 of the 100 companies are located in what is generally considered to be the Philly Metro area, or actually 42 now that CityRyde has apparently flown the coop for Cambridge (as Technically Philly reported ). The region AlwaysOn covered for the Top 100 extended from New York to DC (and beyond in a few cases). AlwaysOn says it "conducted a rigorous three-month selection process to finalize the 2011 list", and that "companies were selected based on a set of five criteria: innovation, market potential, commercialization, stakeholder value, and media buzz".

For those in the Philly Tech community who decry the lack of interesting young ventures in the region, you should check this list out.



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Consultancy claims SAP's HANA the biggest thing since the PC (Computerworld UK)
Bluefin Solutions is a respected firm, but this seems like over the top hype to me.

Watch a Sneak Preview of "The Comcast Holiday Spectacular 2011" (Comcast Voices|Official Comcast Blog)

eBay sees spike in 'couch commerce' on Thanksgiving (USA Today)
Says GSI Commerce registered a 345% increase in U.S. mobile sales this Thanksgiving vs. 2010.

Bloomberg: AT&T to offer to sell 'as much as 40 percent' of T-Mobile to get merger approved (The Verge)

Like Dwolla, SCVNGR is Building Local Mobile Payments Groundswell With LevelUp (Read Write Web)

Marketo looks to buy into social (ZDNet Blogs)

Drexel Celebrates National Computer Science Education Week 2011 (Drexel Computer Science)

AT&T Deal With T-Mobile Takes a Step Back (New York Times)

QlikTech holds its first Analyst Day in New York

Tom Paine

Radnor-based QlikTech, the rapidly growing Business Intelligence software vendor that went public in the summer of 2010, went to New York this past Thursday to hold what it called its first annual "Analyst Day" for people in the financial community who follow the company ( Listen to Webcast). Any quant jocks just there simply hoping to update their spreadsheets might have been disappointed, as there was barely a mention of QlikTech's financials except for CFO Bill Sorenson reaffirming the 4th quarter guidance the company issued in late October (full year revenue of $315.0 million to $320.0 million, same bottom line guidance). He did, however, suggest the possibility of some uncertainty in Europe, where 56% of its revenue comes from.

What the presentation was about was the product and market, and I have to admit
that it was a very polished and powerful message, whether or not you buy the whole pitch. It is worth listening to just for learning how to give better presentations. QlikTech CEO Lars Bjork started off by comparing the company's core principle to innovators Google, Apple and Salesforce.com: simplicity, with depth. Bjork sees the "traditional" BI market, estimated at about $9 billion per year, as addressing only a small number of heavy users in mostly the large enterprise market, plus some penetration of mid-sized and small enterprises. The rest of the market is largely undeveloped, he said.

Newly named Vice President of Product Management and leading BI evangelist Donald Farmer, who joined QlikTech early this year from Microsoft, focused on the 28% penetration of potential users reported by Gartner, a figure he says has gone unchanged for many years, and talked about how QlikTech is working to change that with a solution that is mobile, social, and personal. Chief Technology Officer and Senior Vice President, Products Anthony Deighton compared what he calls BI's traditional, IT-driven and top down BI model with limited report flexibility to QlikTech's associative, user driven and dynamic real-time model. Its key technologies are its in-Memory processing (combined with data compression) and user interface. Deighton described in-Memory technology, which processes chunks of data in memory rather than from disk, as the enabler, not the end goal in itself, of QlikTech's product strategy.

COO Les Bonney summarized the major points of QlikTech's go to market strategy: Rapid Time to Value (quick initial deployment), Balanced (diversified) Business, Land and Expand (start small within enterprise and grow), Love Every Lead, and Customer Success. Bonney emphasized that Qliktech is getting more large contracts from major enterprises, and is also getting a boost from its relationships with some of the big systems integrators. QlikTech relys on its partners to reach much of the middle market, and an inside sales group to serve smaller customers. One partner who presented was Business & Decision, a large BI consulting firm with its US headquarters in Wayne.

QlikTech's market value is currently just over $2.1 billion. It went public in July 2010 at $10 per share, and has traded as high as $35. Today it was at slightly over $25. Revenue growth has continued in the 50% range, though some have questioned a lack of short-term emphasis on profits. I think the point of QlikTech's presentation was to show how big a market opportunity the company believes is in front of it.

QlikTech just announced the general availablty of it latest version, QlikView 11.



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