Daily Links 5/10/2013: Universal Display's ups & downs







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Mostly bark, little bite in SAP's cloud offerings
A move to full-blown cloud services could decimate its business, so SAP focuses on window dressing
(Infoworld)

SAP debuts Lumira; self-service business intelligence (ZDNet)

SAP expands reach of app store, looks to improve reviews (PC World)

Today is my last day at Gartner (Enterprise Irregulars)
Thomas Otter joins SuccessFactors.

Unisys Unveils Comprehensive Suite of Desktop Virtualization Solutions (PR Newswire)

PANL Slips: Q1 Rev Beats, EPS In Line, Affirms Year View (Barron's: Tech Trader Daily)
PANL (Universal Display) is based in Ewing, NJ.

PANL: Bulls Cheer ‘Green’ Prospects, Bears Fear ‘Red’ Prices (Barron's: Tech Trader Daily)

Report: Comcast No. 1 for hosted business VoIP service (CED Magazine)




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Daily Links 5/9/2013: Clutch launches mobile shopping app; McCain preparing Pay TV overhaul legislation





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McCain is prepping legislation to overhaul pay-TV business (LA Times: Company Town)
Not sure about this given McCain's history as regulating/deregulating legislator.

Dish’s Ergen: we prefer working with broadcasters over Aereo
(paidContent)

Cablevision Swings to First-Quarter Loss (Hollywood Reporter)

Clutch Launches First Unified Mobile Shopping App for Android
Company Introduces Program to Reward Consumers Every Time They Use the Clutch App

(Business Wire)

Clutch Aims To Replace All Your Favorite Shopping Apps (Mashable)

One Social Media Start-Up Rises From the Ashes of Another (New York Times)
On Philly's Curalate.

“Web Clipping 2.0″ Service Clipboard Acquired By Salesforce, Will Be Shuttered On June 30th (TechCrunch)
First Round Capital was an early investor.

EPAM Systems Reports Results for First Quarter 2013
(Press Release)

Universal Display Corporation Announces First Quarter 2013 Financial Results (Business Wire)

Infosys partners with SAP for mobile applications (CIOL)

What to expect at SAP's Sapphire
HANA, the cloud and social software are among the issues on tap
(Computerworld)



Think enterprise software is complex? Check out the licences
It's simple economics - and you're the simpleton
(The Register)

The CDnow Data Center, Circa 2000 (Peregrine Salon)



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Today in Philly Tech History 5/7/1991: Comcast acquires Metromedia's Philly cell phone business

Tom Paine




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On May 7, 1991, Comcast acquired Metromedia Co.'s Philly area cellphone operation for $1.1 billion. Comcast planned to combine the operations it already owned in North Jersey and Delaware with its new acquisition to give it a regional giant with 7.3 million "pops" (# of potential subscribers) and the scale to compete with telco Bell Atlantic regionally. Although Metromedia received some preferred shares as a result of the deal, Comcast would have total management control and own all common shares.

As the wireless business evolved, Philadelphia-based Bell Atlantic merged with NYNEX in 1997 to eventually become Verizon, and the scope of competition became more national than regional. In 1999, under pressure to sell noncore assets and focus on its cable-related operations, Comcast sold its wireless business to SBC Communications (now AT&T) for $1.7 billion.

It was not, however, the end of Comcast's efforts to build a wireless strategy that would fit with its business. In 2006, Comcast joined a consortium of cable companies (and Sprint Nextel) to acquire a national footprint of advanced wireless spectrum in an FCC auction for $2.37 billion. In 2008, Comcast invested $1.5 billion in Clearwire, which was planning to rollout a WiMAX-based service nationally, giving Comcast the capability to resell the service to its customer base. However, WiMAX was surpassed by LTE, Clearwire did not get too far off the ground, and Comcast sold very few Clearwire subs. It eventually would sell its Clearwire stake.

In 2011, Comcast tried an entirely different approach, teaming up with its cable partners to sell the spectrum holdings they acquired in 2006 to Verizon Wireless for $3.6 billion, and entering into a joint venture with Verizon Wireless under which the cable operators and Verizon Wireless could resell each others' services, as well as establishing a product development joint venture between them.


Daily Links 5/8/2013: Comcast shelving Skype Set Top offering; SAP Eyes $10 Billion Sales Boost From Banking Software





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NBC Dumps $25 Million Jimmy Fallon NYC 'Tonight Show' Studio (Hollywood Reporter)

Comcast Shelving Set Top Skype Offering
Existing Customers Will Be Supported
(Broadband Reports)

Roku CEO Wood: Virtual cable MSOs 'inevitable (FierceCable)

Liberty Interactive Operating Profit Flat (Dow Jones Newswires via Fox Business)
QVC's US business grew revenue 4.6% to $1.3 billion.

Web sales increase 13% for QVC in the first quarter
Mobile commerce sales account for 27% of online orders.
(Internet Retailer)

Maffei: Charter Investment Could Lead to Further Consolidation (Multichannel News)

CRACKING THE CODE ON THE WEB'S MOST SHAREABLE IMAGES (Fast Company)
Curalate attempts to move from identifying images on the Web to predicting how they'll
do before they are posted.


SAP Eyes $10 Billion Sales Boost From Banking Software
(Bloomberg)

Teradata boosts DRAM on appliances for in-memory queries
You don't need no stinkin' HANA or Exalytics
(The Register)

Discover Strikes Deal With SAP Unit for Business Payments
(Dow Jones Newswires via Fox Business)


NetSuite buys OrderMotion to handle orders better and faster (VentureBeat)


PLEASE DON’T GO, PROFESSOR
(Wharton Magazine)
Len Lodish retiring from Wharton as professor.

City, police mapping team snags international GIS award
(Philly.com)


Penn GSE business plan contest winners announced (Philadelphia Business Journal)



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Daily Links 5/7/2013: SAP intros HANA Enterprise Cloud Service





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The real reason why Dell wants to go private: To fondle big Boomis
Cloud integrator waggles its new software interfaces
(The Register)

Dell’s Clean Slate Approach to Enterprise IT (Torsten Volk/EMA Blogs)

SAP unveils HANA Enterprise Cloud service (PC World)

From SmartOps to SAP, negotiating a deal (Pittsburgh Business Times)

Philly Enterprise Hackathon Awards $75,000 in Prize Money
John Quillen of the Euclidean Group wins life sciences award; Charlie Giammattei of team My Flow wins infrastructure award
(Business Wire)



Salesforce.com Positions as Cloud Platform Leader (Richard Snow/Ventana Research)

Monday’s Musings: The Controversy Surrounding Gartner’s CRM Market Share Analysis (Ray Wang/Enterprise Irregulars)

Oracle, SAP under attack: How cloud upstarts steal their lunch
Biz bosses can't wait to offload gear to rivals, or so we're told
(The Register)

FAQ: What you need to know about cloud computing's hidden tax hit (Network World)

UPDATE: DIRECTV CEO: Buying a wireless company not in our best interest (SNL Kagan)

Where are your five nines now? CenturyLink’s nationwide outage affects millions (Gigaom)

Checkpoint Systems, Inc. Announces First Quarter 2013 Results (Business Wire)




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Daily Links 5/6/2013: QlikTech Bolsters Advanced Visualization With NComVA Acquisition; Dell in Cloud buy





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Phila. well-positioned to foster education tech start-ups (Philly.com: Philly Inc)

QlikTech Bolsters Advanced Visualization With Acquisition of NComVA
Extends Interactive Visualization Capabilities as Entry to Business Discovery
(Business Wire)

InstaMed Completes Inside Funding to Support Network Growth (Business Wire)



Dell Moves Deeper Into The Software Business, Acquires Enstratius, One Of The Most Recognized Cloud Management Startups (TechCrunch)


SAP launches free online training for HANA, other new technologies (PC World)

Aklero-NYLX Merger Forms LoanLogics
Combination creates first enterprise loan quality and performance analytics platform.

(PR Web)
LoanLogics is based in Fort Washington.

Aereo files suit against CBS to head off second copyright claim from network (The Verge)

Craig Moffett, ex-Bernstein Analyst, Sets Up Own Firm (Bloomberg)

The Historical Connections Between NBC, GE and Comcast (Cable360)

BMC set to go private in $6.9 billion deal (PC World)

Salesforce Communities: Portal Killers?
(Information Week)



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Working Alone, Together (New York Times)
On coworking, with a huge photo of Indy Hall and some interesting comments.

Amazon takes aim at private clouds (IT World)


Philly Tech People News 5/5/2013







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Cathy Avgiris named CFO of Comcast Cable
(LA Times: Company Town)

NBC's Ted Harbert Adds Late-Night Oversight (Hollywood Reporter)

Peter Levinsohn Joins Universal Pictures as President and Chief Distribution Officer (Hollywood Reporter)

Flash seller Rue La La has a new CEO
GSI vet Steve Davis replaces Ben Fischman
(Internet Retailer)
Boston-based Rue La La is part of Michael Rubin's Kynetic LLC holding company, which is based in Conshohocken.

Edison Ventures Promotes Ryan Ziegler to Partner (PR Web)

ThingWorx Accelerates International Expansion with Appointment in EMEA (ThingWorx Press Release)

MedMatica Consulting Associates Appoints Jerry Howell as Chief Executive Officer (Business Wire)




Time Warner Cable CEO wants to slim cable bundles, eyes Aereo’s technology (Washington Post)


Philly's Connexus Technology focuses in on emerging areas of Healthcare IT



Tom Paine



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Philadelphia-based Connexus Technology, which just reached the tenth anniversary of its founding, is evolving from a general purpose custom IT consultant towards becoming a more product-oriented vendor focusing on some interesting areas of Healthcare IT. It was founded in 2003 by Lawrence James (President & CEO) and Chris Holland (COO), both of whom have BS degrees from Drexel (James in Information Technology and Holland in Computer Science), and started their business out of Drexel’s Baiada Center for Entrepreneurship and Technology. James is originally from Brookyln and Holland from North Philadelphia.

Lawrence James
The movement from general purpose consulting towards a focus on Healthcare IT was spurred in part by James' own health scare, he told me in an interview - a bout with cancer a few years back. In June, 2008, just before he was planning to propose to his girlfriend, he was diagnosed with cancer (the eventual diagnosis was a germ cell tumor). He went ahead and proposed to his girlfriend just before his biopsy, and she accepted. After several months of treartment and eventually surgery, he was declared cancer free and has been since.

But going through that experience demonstrated to James how inadequate information flows could be detrimental to the healthcare process. The inability to access information from
other sources in a timely manner can lead to serious gaps in diagnosing problems and developing treatment plans. So James and Holland determined to focus more of their firm's
efforts on helping healthcare-related companies develop better and more timely IT solutions.

One example of what Connexus can do was its collaboration with an industry leading Specialty Pharma company to develop a sophisticated software solution to manage complex therapy of hepatitis C patients. The software has enabled the organization to improve patient outcomes.

Another emerging focus for Connexus has been working on solutions with Healthcare Information Exchanges (HIEs). James cites Central Pennsylvania's Geisinger Health Systems as one organization Connexus has worked with that gets HIEs right. Within the HIE environment, Connexus has a particular interest in building products for analyzing population heath data. The aggregate data collected through an HIE can make it possible to analyze and spot meaningful trends within groups of people. For instance, a high reccurance rate of certain symptons or conditions among patients in a given health system may lead to identifying a systemic problem that needs to be corrected.

Although Connexus has mostly worked on a project by project basis up until now, they hope to develop products or a platform addressing population health issues and may seek some seed funding in the next year, James said.

Last year, Connexus was recognized as the 2012 Health Care Innovation Consultant of the Year by the Philadelphia Business Journal. Holland received the SmartCEO Executive Management Award for 2012 by SmartCEO Philadelphia Magazine. Connexus currently has about 15 employees. Also, Connexus is one of a small number of African-American founded technology firms in the region and its founders are active in a number of civic causes. James and Holland are also deeply committed Christians and some of their initiatives are an outgrowth of that.




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Daily Links 5/3/2013: NewSpring Capital Raises $250 Million Growth Equity Fund





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Here's Why Cloud Startups Are Not A Threat To Enterprise Software Giants Like Oracle And SAP (Business Insider)
According to Bill McDermott, anyway.

Teradata’s Q1 weak, outlook cut (ZDNet)

Sprout Launches on Cablevision's Optimum TV
Pre-School Channel Launches On Digital Basic, TV Everywhere
(Multichannel News)
Comcast NBCU's Sprout is based in Philadelphia.

After break for good life, it's back to software (Philadelphia Inquirer)

NewSpring Capital Raises $250 Million Growth Equity Fund (NewSpring
Capital Website)

ICG Announces First Quarter Financial Results
Increased Revenue 34%, Doubled Sales and Marketing Investment and is on Track to Meet Guidance
(Globe Newswire)




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