Daily Links 8/28/2012: News from VMworld



Unisys Rolls Out Updated Private Cloud Solution (CRN)

Devon IT Selected By Acer As Software Provider For Its New Line Of Thin Client Solutions (Press Release)

VMworld shows a VMware in flux (Gigaom)



Active in Cloud, Amazon Reshapes Computing (New York Times)

Time Warner Cable Boosts New York Speeds as Google Project Looms (Bloomberg)
Don't really consider this comparable to Google Fiber, as that project is consumer-oriented and TWC's is business-oriented. Comcast has done a couple of limited buildouts like this in small parts of certain cities (Boston, Seattle, I believe), but don't know if they have anything planned for Philly.

Comcast's ThePlatform Opens Window On Video Storefronts
Commerce Extension for MPX Enables Multiscreen Transactional Content Purchases
(Multichannel News)

ESPN shells out $5.6 billion to keep Major League Baseball (LA Times: Company Town)
Double ESPN's previous deal per annum. We (consumers) will pick up most of the tab through ever increasing cable prices. NBC still looking to get foot in MLB door.

Takeaways from three years of angel investing (Gabriel Weinberg's Blog)


phillytechnews twitter feed 8/26 to 8/27/2012

Posted: 27 Aug 2012 03:46 PM PDT
phillytechnews: @Support Every time I try to use your new reply format, my browser hangs (Safari). Wish you would fix this.
Posted: 27 Aug 2012 03:30 PM PDT
phillytechnews: Daily Links 8/27/2012: Dark days at The Tonight Show http://t.co/OSv3VsMc
Posted: 27 Aug 2012 02:45 PM PDT
phillytechnews: Comcast-Spectacor, Live Nation to present to Va Beach City Council tomorrow http://t.co/j7nkyhZO


IBM to acquire Wayne-based Kenexa for $1.3 billion



Tom Paine

Wayne-based Kenexa, one of the Philadelphia area's largest software as a service (SaaS) vendors, announced this morning it had agreed to be acquired by IBM for slightly less than $1.3 billion. That represents a 42% premium over its closing price on Friday.

Founded in 1987 by Chairman & CEO Rudy Karsan and others, Kenexa began primarily as a consulting and staffing firm helping its corporate clients manage their recruiting processes. Kenexa did not start off as a technology provider but evolved into one through internal development and numerous acquisitions. Although it later exited the staffing business, consulting services are still an important part of its overall offering. Kenexa completed its IPO in 2005. In 2011 it had revenue of $283 million and a net loss of $7 million. Kenexa has about 2,800 employees and about 8,900 customers.

The IBM-Kenexa deal follows a series of M&A transactions in the Human Capital Management (HCM) SaaS space, as SAP acquired SuccessFactors for $3.4 billion, Oracle acquired Taleo for $1.9 billion, and Salesforce acquired a smaller firm named Rypple, around which it is building its Work.com platform to be introduced next month at Dreamforce. Also, emerging powerhouse Workday is planning an IPO later this year. Kenexa, however, is not the same kind of animal as most of these, as it strengths are still in the talent acquisition (recruitment) and onboarding areas, although it has broadened its portfolio. Taleo is probably its most comparable major competitor.

While IBM emphasized in its announcement the "social business" aspects of Kenexa's platform, and many of the media accounts picked up that theme, I wouldn't really think of Kenexa as being a big social play right now though I'm sure its trying to move in that direction.



permalink




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)



permalink





My Father, the Cable Pioneer (New York Times)

QlikTech partnership provides new front end for Google BigQuery (Ovum)




The question every healthcare IT startup must answer (VentureBeat)
Guest post by Dr. Gary Kurtzman, managing director of Life Sciences at Safeguard Scientifics.

Reactions to Verizon’s Deal With the Cable Companies (New York Times: Bits)



Daily Links 8/24/2012: NextGen Healthcare founder, former Quality Systems President Cline elected to Qaulity Systems board


An entrepreneurial spirit grows in Phila. (Philadelphia Inquirer)

Quality Systems, Inc. Announces Results of Annual Shareholders Meeting (Business Wire)
Patrick B. Cline, co-founder of Clinitec (now NextGen Healthcare) and former President of Quality Systems, joins Quality's board as member of dissident shareholder Ahmed Hussein's slate, after last week's proxy vote. This follows the just announced departure of NextGen President Scott Decker. NextGen Healthcare, based in Horsham, is a unit of Quality Systems and a provider of Electronic Health Records (EHRs) and systems.

Salesforce.com: 5 nagging questions ahead (ZDNet Blogs)

The Dreamforce party dampener (Dennis Howlett/ZDNet)

Salesforce.com Future Includes a Marketing Cloud, Deeper Workday Links and More HTML5 (PC World)



SAP Co-CEO: European Crisis, Germany & Acquisitions/Interview with Bill McDermott (Video: CNBC)


No Wi-Fi or backhaul restrictions in FCC's approval of Verizon's cable deals (FierceCable)

Comcast scores stay of FCC order in Tennis Channel fight (LA Times: Company Town)
This seemingly unending volley just keeps on going back and forth.

Penn amps up role in Coursera online-education effort (Philadelphia Inquirer)



permalink



phillytechnews twitter feed 8/22 to 8/23/2012

Posted: 23 Aug 2012 03:28 PM PDT
phillytechnews: Daily Links 8/23/2012: Quality Systems Elects Two Directors Nominated by Dissident Board Member http://t.co/0ULkX0Ta
Posted: 23 Aug 2012 01:51 PM PDT
phillytechnews: http://t.co/xKe4EJnS beats, although not by as much some may have expected http://t.co/u5cagVdq
Posted: 23 Aug 2012 01:48 PM PDT
phillytechnews: @bobmoul Some use the more formal version


Daily Links 8/23/2012: Quality Systems Elects Two Directors Nominated by Dissident Board Member



Quality Systems Elects Two Directors Nominated by Dissident Board Member (Dow Jones Newswires via Fox Business)

Google's audacious bet on fiber -- and why it could work (Fortune Tech)

Verizon-Cable Spectrum Deal Said to Get Unanimous FCC Vote (Bloomberg)

Verizon Wireless's Cable Cold Zones (Light Reading Cable)

Appeal could delay resolution of class action against Comcast (Philadelphia Inquirer)

Virginia Beach spokesman: Comcast guaranteed pro team (Sacramento Bee)


Comcast Adds Live Disney Channels to Xfinity.com/tv
Provides live online streams of Disney Channel, Disney Junior and Disney XD to authenticated subs
(Broadcasting & Cable)

Salesforce.com Reports Q2 Revenues Up 34% With EPS Of 42 Cents (TechCrunch)

Salesforce.com Profit Forecast Misses Estimate as Rivals Move In (Bloomberg)

Ten ways Workday looks like the Apple for enterprise (Dennis Howlett/ZDNet Blogs)

Analysis: Cisco, EMC partnership turning into rivalry (Reuters)

CEO Vs. CIO: Big Data Security Battle
Many execs don't see eye-to-eye on new cloud computing environments now, but who has the advantage in the long term?
(Information Week)
Interview with Ryan Caplan, president and CEO of Wayne-based Coldlight Solutions.

Small-Business Finance Platform On Deck Raises $100 Million (All Things Digital)
First Round Capital was an early backer of On Deck, with SAP Ventures getting in later.



permalink



Daily Links 8/22/2012: Judge says TruePosition lawsuit can proceed; NextGen Healthcare President leaving



Quality Systems, Inc.’s NextGen Healthcare President Scott Decker to Leave Post
I have no information about what came out of last week's shareholders meeting and proxy fight, so I don't whether this move was related to that. NextGen Healthcare is based in Horsham.

Comcast losses bid to limit class action case (Reuters)

Comcast to unite forces in Chattanooga (Chattanooga Times Free Press)

Motorola Mobility Licenses Comcast Software to Expedite Next-Gen Video Services Delivery
Reference Design Kit Speeds Set-Top Development to Rapidly Drive the Evolution of TV
(PR Newswire)

Motorola Still Tight With Comcast (Light Reading Cable)

NJ governor signs university merger bill (AP via CBS Money Watch)

Aereo sues to squash copycat BarryDriller (Gigaom)


Liberty Media unit [Berwyn-based TruePosition] mobile phone lawsuit can proceed: judge (Reuters)

Siemens Healthcare Enters into Definitive Agreement to Acquire [Plymouth Meeting-based] Penrith Corporation (PR Newswire)

Robin Hood Ventures funds OneTwoSee (Philadelphia Business Journal)

T-Mobile USA to offer unlimited HSPA+ data from Sept. 5 (Computerworld)



permalink