Daily Links 7/3/2013: Apple TV reported near Time Warner Cable deal






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Apple Said to Near Time Warner Cable Deal for TV Programs (Bloomberg)

Cox Flirts With Fanhattan (Light Reading)

Streaming Entertainment Startup Boxee Acquired By Samsung For Around $30M (TechCrunch)

Samsung Acquires Startup Boxee to Add Connected TV Set-Top Boxes (Bloomberg)

Comcast, DirecTV vendor Entropic to lay off 10% of workforce (FierceCable)


Telemundo boosts its Philadelphia presence (Philadelphia Business Journal)


Oracle’s biggest cloud customer highlights its biggest cloud problem (Gigaom)

Salesforce, Benioff Must Beware Oracle's Embrace
(Information Week)

Who ate all the flash pie: Samsung, 'course, but hang on... GOOGLE?
Some surprises in SSDS, all-flash array shipments
(The Register)

UniTek Global Services, Inc. Receives Commitment Letter for $75 Million Asset-Based Revolving Credit Facility (Globe Newswire)
UniTek is based in Blue Bell.



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Will Comcast respond to Malone's cable acquisition ambitions?



Tom Paine



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John Malone's quest to roll up some smaller cable operators, using the 27% stake owned by his Liberty Media in Charter Communications as a starting point, to create a company that might be almost comparable to Comcast in scale is creating a buzz in the industry. Comcast, which is in the unique and enviable position of being almost twice as large as any other cable operator, presumably has advantages from that in terms of economies of scale, buying power over programmers, and the ability to lead in technology investments that it would like to maintain. So whether it would welcome Malone, with whom it has long done business but has at times been the target of his criticism, in his efforts to create a Comcast lookalike is uncertain. Through Liberty Global, Malone has already built a cable operator in Europe that's larger than Comcast in terms of subscribers.



US Multi-channel Video Provider Subscribers at End of Q1 2013


Cable Companies

Comcast 21,935,000

Time Warner 12,100,000

Charter 4,124,000

Cablevision 3,191,000

Suddenlink 1,211,900

Mediacom 999,000

Cable ONE 588,180

Other Major Private Cable Companies* 6,895,000
Total Top Cable 51,044,080


Satellite TV Companies (DBS)

DirecTV 20,105,000

Dish Network 14,092,000

Total Top DBS 34,197,000


Telephone Companies

Verizon FiOS 4,895,000

AT&T U-verse 4,768,000

Total Top Phone 9,663,000

Total Multi-channel Video 94,904,080


(Top multi-channel video providers represent approximately 94% of all subscribers)

Source: Leichtman Research Group, Inc.


On the other hand, Comcast needs to be careful not to appear to be getting in Malone's way because it would be certain to raise red flags with industry watchdogs and agencies like the FCC and DOJ. The FCC tried a few years ago to impose a cap limiting any one company to 30% of the total US pay TV market (including satellite and phone company services) only to see that struck down in the courts. Comcast's overall share of total pay TV subscribers has actually declined in recent years, as satellite and telco providers have continued to grow while Comcast and other cable operators have been essentially flat in terms of video subscribers; it is now about 22%. While no absolute legal limit exist on Comcast, realistically it would face strict regulatory scrutiny, as well as its own financial constraints. It is still on a short rope with the Feds due to the conditions attached to the NBCU deal, although those conditions did not (to the best of my knowledge) include explicit limits on buying other cable properties. Also, it has been generally assumed that Comcast doesn't feel it needs to significantly expand its market share (through acquisition) to achieve its strategic aims, although it has always wanted to maintain the flexibility to do so. The NBCU acquisition was in part an effort on Comcast's part to diversify its assets away from a heavy dependence on distribution and its cable infrastructure.

So if Comcast were going to acquire, who would it target? There is no way it would be allowed to swallow #2 Time Warner Cable, even if it somehow could. All or part of Long Island-based Cablevision certainly could be a possibility, and there have been reports that the Dolan family that controls it might have some interest in a sale. It is presumed by industry insiders that Cablevision's more natural partner would be Time Warner Cable, since they both have New York City area bases. But geographically, Cablevision might be attractive to Comcast as well, with its service areas in New Jersey and Connecticut potentially being good fits. Cablevision, which has climbed in recent days because of the takeover speculation, has a market value of about $5 billion, although its also carrying about $10 billion in debt.

There are certainly other scenarios that could occur involving horse trading among the major cable operators, and all of this is simply hypothetical at this point. But with Malone sounding poised, according to recent reports, to move sooner rather than later, it will be interesting to see if Comcast gets into the fray or remains on the sidelines.



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Daily Links 7/2/2013: Dish Mulls Options: T-Mobile, DirecTV, AT&T Deals






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Oracle Enterprise Manager 12c gears up for the private cloud (PC World)

Microsoft CRM update to focus on marketing, mobility and usability (PC World)

Tyco, former subsidiaries hit with $1B tax bill (Philadelphia Business Journal)

Drexel venture seeks to keep entrepreneurs in Philly (Philadelphia Inquirer)

Comcast cuts down log-ins to keep cord from getting cut (CNET News)

Dish Mulls Options: T-Mobile, DirecTV, AT&T Deals (Investor's Business Daily)

Exclusive: Carlyle's CommScope explores IPO after $3.9 billion buyout (Reuters)

VibeSec Completes Cisco Interoperability Verification Testing With Cisco Developer Network (Marketwire)
VC-backed VibeSec has offices in Israel and Phoenixville.

Integrating Radiology Analytics into Reporting Workflow Drives Montage Healthcare Solutions Growth
(PR Newswire)



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Daily Links 7/1/2013: Drexel launching seed fund & incubator; Apple store opens at Quaker Bridge Mall






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Salesforce.com Abandoning Its Postgres Flirtation?
(ReadWrite)

Oracle’s Expanding Cloud Ecosystem? (Michael Fauscette/Enterprise Irregulars)

ABC rolling out Watch ABC app to Los Angeles and other markets (LA Times: Company Town)
Initially available only in NY & Philly, but now will require cable subscription.

InterDigital loses first round of US case against Huawei, others (Reuters)


Apple Mania at the Quaker Bridge Mall
(Planet Princeton)

Drexel launching seed fund, incubator (Philadelphia Business Journal)

Vanguard's decision in 1990s was boon to jobs here
(Philadelphia Inquirer)

Icahn Says He Has Secured Financing for Alternative to Dell’s Buyout (New York Times: DealBook)

Oracle rolls out analytic apps for E-Business Suite (PC World)

Softmart Announces Its Involvement in the Microsoft Devices Program (PR Newswire)
Downington-based company one of ten Microsoft resellers/distributors to handle Surface
devices.



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Philly Tech People News 6/30/2012








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Comcast CEO Brian Roberts invited to join Motion Picture Academy (LA Times: Company Town)

Science Center Shareholders Elect Three to Board (Business Wire)

Brett Davis Selected to Lead Deloitte Health Informatics (PR Newswire)
Joins Deloitte from Oracle. He is based out of Philadelphia.

Rob McNeill Named Managing Partner of Deloitte’s Greater Philadelphia Practice
(Deloitte Website)


SAP elevates five Indian executives to global leadership roles (Economic Times)

Fiberlink's May Mitchell Recognized by CRN: Top Women of the Channel (PR Newswire)

Marketing Systems Group Appoints Trent D. Buskirk, Ph.D. Vice President of Statistics and Methodology (Business Wire)


UniTek Global Services Appoints Andrew J. Herning as Chief Financial Officer (Globe Newswire)




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Hulu's on pause
Owners extend bidding, eyeing $1B
(New York Post)

Time Warner Cable, with Malone circling, plots acquisitions (Reuters)


Matching Grad Skills to Job Market Is Key to Making NJ Colleges Relevant, Says Rowan’s Houshmand

Esther Surden
Publisher & Editor, NJTechWeekly.com



Dr. Ali Houshmand, Rowan's president, spoke about the need to "right size" universities so students graduate with skill sets the tech industry needs. | Esther Surden

During N.J.’s Technology and Entrepreneurship Week, April 22–26, 2013, the New Jersey Technology Council (NJTC) sponsored a thought-provoking event at Rowan University (Glassboro) titled “How To Make New Jersey a High-Tech Hub.”

The keynote address by Ali Houshmand, who became Rowan’s seventh president in July 2012, discussed the need for change in higher education so students leave college with skills that match employer needs, especially important to the development of the N.J. tech industry.

Rowan is on the brink — the change will occur on July 1, 2013 — of becoming one of two N.J. comprehensive research universities, as classified by the state. The university will expand undergraduate, graduate and doctoral offerings and double enrollment within a decade, an article on the Rowan website noted. It is also in the process of hiring some 60 faculty members.

Higher education — which represents some 15 percent of the U.S. economy — is at a crossroads, Houshmand said, squeezed by high costs. “The only way forward that I can see for this segment of the economy to become transformed and much more relevant than it is today is to partner with industry,” he said.

To prepare for his presentation, Houshmand said he researched where N.J. stands economically. “By many measures we are a leader, we are in great shape,” he said, but “when it comes to collaboration between different segments, we are really bad.” So the question remains How can we leverage our great assets to create opportunity in the area of public-private partnerships?"

There are 60 some institutions of higher education in the state, Houshmand said, but they are not performing efficiently. “Are we producing the right people in the right fields that New Jersey and the country needs?” he asked.

At Rowan, 90 percent of the students are from N.J. “If I as president of this institution am creating 50 philosophers this year and the state can only absorb 10, what do I do with the rest?” he asked his audience. Maybe another state will absorb them. However, if other states don’t need the grads, “they stay here and underperform. They either do other jobs for which they have not been trained or they do not take advantage of their training.”

Rightsizing will be key to making colleges relevant, Houshmand asserted. He said that if he can triple his faculty and facilities, he can triple the number of highly sought-after engineering grads. He noted that he has had to turn down mechanical engineering applicants with SAT math and verbal scores of 1300.

Providing a story to support his contention that graduates in the STEM fields are in demand, he said Rowan is trying to hire 15 programmers to help it integrate the School of Osteopathic Medicine into the university but has had trouble finding them.

“If we as a university don’t do something about the problem, we will wind up having a lot of educated people that industry doesn’t need and not enough educated people that industry does want.”

Houshmand discussed his own problem with beefing up Rowan’s faculty for the transition to research institution. Even if faculty are tenured elsewhere, the state still makes them wait two years to receive tenure here, he said.

“The damage that that policy alone does is monumental,” he said. “That means that we are depriving the state higher-education institutions of the greatest talents that are available.” It also means university presidents have to do a lot of arm twisting to recruit good people.

N.J. public institutions are penalized for seeking more out-of-country or out-of-state students, but those are the students who bring in income, Houshmand said. “Every other state goes out of its way to recruit talented students.” New Jersey, he pointed out, loses many of its own talented students to those states. Their parents send their money and their children out of state, and many students never return, he said.

Houshmand said he doesn’t understand why the state divides its public institutions into research institutions, which are allowed to bestow Ph.D.s, and nonresearch institutions. If Montclair State wanted to create an advanced program in biomedical engineering, it would have to overcome many obstacles even if it were allowed to do so, he said.

“Why do we compartmentalize our institutions? If the schools have the resources to create [programs], if there are faculty members to teach [in them] and if there is demand, why on Earth won’t the state let them do that?”

Houshmand proposed a solution to the money crunch in New Jersey K-12 education.“Those of you who have had children go through 12th grade know that there is one party after another; nothing much else really happens, at a huge expense to the taxpayer.” The 12th grade can be eliminated so that students can move on to higher education and start becoming productive citizens earlier, he said.



Esther Surden is Publisher and Editor of NJTechWeekly, and a contributor to Philly Tech News. This article originally appeared in NJTechWeekly, and is reposted here with her permission.



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Daily Links 6/28/2013: Paula Deen out at QVC for now; First Round Capital launches online knowledge center for startups






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QVC to 'take a pause' with Paula Deen (Newsday)

Cord Cutting's Biggest Denier: Cord Cutting 'Real'
Craig Moffett's 180 Degree Turn is Completed
(Broadband Reports)

New Intel CEO Says Intel TV Sounds Great In Theory. But…
(All Things D)

First Round Capital Debuts Original Content And Knowledge Hub For Startups, Review (TechCrunch)

Arris Lays Off 500 Employees
Trims Workforce Down to 6,500 About Two Months After Closing Motorola Home Deal
(Multichannel News)


Workday CEO: Cloud costs and future expansion plans (ZDNet)

RackWare Closes $3M Series A Funding Round (Marketwire)
Bala Cynwyd-based Osage Venture Partners co-leads round for cloud management startup
based in Santa Clara and Wayne.

Big Blue and SAP Dragged Down by Accenture Results (All Things D)

Apps mix history with technology at Gettysburg (AP via WTOP)

1776 Partners With Comcast Business to Revolutionize the Washington, D.C. Startup Community
(PR Newswire)
Any incubator/coworking spaces in Philly getting this kind of hookup with Comcast?




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SaaS Life Sciences vendor Veeva Systems, with significant Radnor (& now Ft Washington) presence, annnounces IPO plans





Tom Paine



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Veeva Systems announced this morning it was planning to conduct an initial public offering of its common stock after the SEC completes the review process initiated by Veeva Systems' confidential submission on June 26, 2013 of its draft registration statement, subject to market and other conditions.

Headquartered in Pleasonton, CA, Veeva serves the life sciences vertical with an increasingly broad array of SaaS-based solutions. Veeva has much of its US sales, marketing and client services based in Radnor, with at least 50 to 60 employees located in the area, the company told me in March.

Veeva's CRM offering for Life Sciences sales reps was built on Salesforce's Force.com platform. It built its own content management platform, Veeva Vault, which was introduced last year. Just this week, at the DIA annual meeting, it introduced its cloud-based Veeva Vault Investigator Portal, appearing to move more deeply into the clinical trial document management space, and acquired AdvantageMS, a Fort Washington-based provider of data on healthcare providers.

I first wrote about Veeva's potential IPO plans after Bloomberg reported on them in March, speaking at the time with Veeva co-founder and Chief Strategy Officer Matt Wallach, a Wallingford native who is based here. Veeva is unusually profitable for an early-stage SaaS company, with Bloomberg citing sources as saying that Veeva posted a profit of $30 million on revenue of $120 million in 2012. Oracle is probably Veeva's biggest overall competitor, and Oracles' partnerships with Salesforce, NetSuite and Microsoft announced this week were seen by many analysts as a recognition of its weaknesses in SaaS and cloud computing.

Veeva Systems was founded in 2007 and reached this point with only $7 million in outside capital. Peter Gassner is its President & CEO.


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Daily Links 6/26/2013: Oracle/Salesforce deal - a virtual acquisition?






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Workday Pushes Recruitment As Taleo, SuccessFactors Fade, Says Pac Crest (Barron's: Tech Trader Daily)

Workday: Oracle Unlikely to Unseat Them at Salesforce, Says William Blair (Barron's: Tech Trader Daily)

Salesforce and Oracle in a Deal (Denis Pombriant / Enterprise Irregulars)

Oracle slips out long-heralded 12c cloudbase in SECRET (The Register)

Oracle and NetSuite unveil cloud-computing alliance (Reuters)


SAP HANA at 2: How Do the Numbers Add Up? (ASUG News)

Intel Has Internal Launch Date for Pay TV Service
Chipmaker Expects TV Content to Include Live Sports
(Ad Age)


A Changing Telecom Landscape (Infographic)
(Wall Street Journal)
An interesting look at how the US telecom industry has evolved since the breakup of the old AT&T in 1984.

PPD and ePharmaSolutions Win 2013 Microsoft Life Sciences Innovation Award (Business Wire)
ePharmaSolutions is based in Conshohocken.

Event stresses need to keep graduates in region (Philadelphia Inquirer)

Drexel Engineering Students Create The EZPass of Parking for Major Cities – Hot Spot Parking (Drexel Engineering News)

Square’s New Online Stores Could Make Twitter Where You Shop (Wired)




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