Links 10/30/2013: Comcast reports earnings; will stream 35 live channels to mobile apps outside home







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COMCAST REPORTS 3RD QUARTER 2013 RESULTS (Business Wire)
Comps depend on whether Olympics and Super Bowl are included or excluded. Earnings decline
compared to prior year's quarter which included Olympics, but do beat street expectations.

Comcast to Stream 35 Live TV Channels to Mobile Apps Outside the Home (Variety)

Comcast, Astros Reach Accord Allowing Team to Seek Network Deals (Bloomberg)

Smit: Comcast could grow Xfinity footprint by licensing X1 to fellow cable MSOs (FierceCable)

Comcast Is Better Prepared in Wake of Sandy's Wrath (Multichannel
News)


Intel May Turn Over Its Web TV Project to Verizon (All Things D)

Pricewaterhouse to Buy Booz Consulting Firm (New York Times: DealBook)

IBM gives up fight to build CIA's $600m secret cloud, hands deal to Amazon (The Register)

Qliktech Looks To The Next Generation Of Discovery Tools (PAC Blog)


Unisys Selects Virtustream to Help US Department of the Interior Migrate SAP Environment to the Cloud (Business Wire)

SAP partner builds up cloud practice (ZDNet)
Wharfedale Technologies is based in Lawrenceville, NJ.

SAP confirms 20 customers live on HANA cloud, hundreds in the pipeline (Computerworld UK)

SAP: We couldn't POSSIBLY eat BlackBerry. We're stuffed with 'mobile solutions' (The Register)


Former publisher Tierney again out of Inquirer job (Philadelphia Inquirer)




Links 10/29/2013: WSJ: Aereo may have more NY subs than many thought






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NYC TV Week: Moffett: Cable Stocks Nearing Plateau (Multichannel News)

Comcast Profit Should Jump But Sales Dip Ex-Olympics (Investor's Business Daily)


Aereo may have 100K subscribers in New York – that could be trouble
(Gigaom)

Just what went wrong with Comcast SportsNet? (Houston Chronicle)
In-depth article exploring all parties' points of view.


More SEPTA stations getting Comcast WiFi (Philadelphia Inquirer)

Nextdoor, a Start-Up, Raises $60 Million (New York Times: DealBook)
Comcast Ventures participates in round. No revenue yet, but I can see potential of niche.
Different approach to hyperlocal, without so much in expensive editorial resources.





Healthcare.gov Outage Scars Verizon Terremark (Light Reading)

SunGard Announces Third Quarter 2013 Results (Business Wire)


eBay caters to large retailers with In-store Pickup (ecommerce Bytes)


Links 10/28/2013: Bentley extends its reach with Azure






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Philadelphia has the slowest 4G mobile broadband in America—and it’s Sprint’s fault (Quartz)
Not a completely fair headline - its just that Sprint drags down the average.

Bentley to ‘Complete Its Reach’ in Software Services (Business
Wire)

Microsoft’s Phone Sales May Be Low, But Its Cloud Revenue Is Up (Wired)

Salesforce.com’s Odd Decision To Close Do.com (TechCrunch)

SAP Q3 Results: The Evolution Will Be Televised (ASUG News)

Oracle moves aggressively to poach SAP Business ByDesign customers (PC World)

Is Oracle at a Junction Point in Its History? (Esteban Kolsky/Enterprise Irregulars)


SAP Consigns Everything Pre-HANA to history. In-memory First Development (James Governor/Enterprise Irregulars)


SAP can't restrict software resales, German court rules
(PC World)

Tableau Announces Third Quarter 2013 Financial Results (PR Newswire)
Not saying they should be compared apples-to-apples(at different stages), but Tableau revenue up 90% vs. 21% for Radnor-based QlikTech.


HHS says Obamacare web problem on Sunday linked to Verizon Terremark (Politico)

Meet the Exec Crafting Google’s Vision for the Future of Shopping (Maybe This Time It’ll Work!) (All Things D)


Philadelphia Venture Capital Community Expects Uptick in VC IPO Activity and Venture Investment in 2014, KPMG Survey Finds (Globe Newswire)

Windstream, Comcast Business and IPR build Delaware's new statewide network (FierceTelecom)














Amazon and the "profitless business model" fallacy (Remains of the Day)


Philly Tech People News 10/27/2013











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Arkieva Appoints Dr. Ken Fordyce to the Newly Created Position of Solutions Director, Semiconductor and Analytics (Business Wire)

Mobile Recruiting Technology Leader iMomentous Expands Leadership Team (Marketwire)



SAP Names Mark Gibbs President of SAP Greater China to Speed up Growth in the Leading Emerging Market
(PR Newswire via Jakarta Post)

From SAP to Infor: new mantle for Atul Sareen (CIOL)

IBB Consulting Promotes David Helfrick to Partner (Marketwire)

IBB Consulting Promotes Jefferson Wang to Senior Partner (Marketwire)





Saturday Highlights 10/26/2013: SAP CFO: BlackBerry not a strategic fit



Blackberry not a strategic fit for us: SAP CFO in magazine (Reuters)

Keeping an eye on software-defined networking: what will it break, and how will it perform? (Gigaom)
By Vess Bakalov, Senior Vice President and Chief Technology Officer of Wilmington-based SevOne.


DirecTV, Time Warner Cable Are Said to Weigh Aereo-Type Services (Bloomberg)

500,000 WiFi Sites on Cable’s Agenda (Multichannel News)

Family manager AboutOne nets $1.8M for new apps (MobileHealthNews)






Links 10/25/2013: QlikTech falls nearly 20% on Europe & Asia weakness, guidance cut





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QlikTech says order delays to hurt quarter; shares sink (Reuters)
Shares fall 19% today.

NetSuite Reports Q3 Sales Growth, Declares Victory Over SAP (CRN)

NetSuite's Nelson mocks SAP for halting work on its, er, 'NetSuite-killer' (The Register)


SAP sees strong MDM demand to meet BYOD trend as BlackBerry use wanes (V3.co.uk)
Echoes this recent article that mentions Blue Bell-based Fiberlink moving in to replace BlackBerry (for MDM) in large Canadian auction house.

Amazon Web Services Revenue: New Details (Information Week)



Source: Oracle Paid Over $400 Million For BigMachines To Grab More Salesforce Customers (Business Insider)

Zients: HealthCare.gov's problems will be fixed in a month (USA Today)


Schiller to Leave NBCU For Twitter Post (Multichannel News)

Don't let the cheap Comcast HBO deal fool you, cord-cutters (CNET News)




Links 10/24/2013: Variety on changes at NBCU; Safeguard Scientifics takes hit on PixelOptics





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NBC Staff Unsettled As Steve Burke Reshapes the Top Exec Ranks
(Variety)

Comcast COO Watson: Virtual Xfinity 'opens a myriad of possibilities' (FierceCable)

Did Comcast just take a first step towards unbundling HBO? (Gigaom)


Arris RDK Boxes Coming Soon (Light Reading)



Safeguard Scientifics Announces Third Quarter 2013 Financial Results (Business Wire)
Safeguard may have hit dry well with $37 mm investment in Va-based PixelOptics, a developer of electronically focusing prescription eyewear. Safeguard wrote its carrying value down to $0 and says it "does not intend to deploy substantial additional capital", and that the company looking to recapitalize from other sources to launch its next generation product. The risk that comes with investing in bleeding edge technology.

Real Food Works Receives Investment From First Round Capital and StartUp PHL’s Innovative City-Backed Fund (PR Web)

QlikTech Delivers Solid Third Quarter Revenue Growth (Business Wire)

Amazon Web Services continue to tear it up (Gigaom)


Convercent, Compliance Software in the Cloud, Lands $10 Million From SAP Ventures (All Things D)

Quality Systems, Inc. Reports Fiscal 2014 Second Quarter Results (Business Wire)
Quality Systems' primary business unit is Horsham-based NextGen Healthcare.

SFX Buys Readability Developer Arc90, Fame House and Tunezy To Give Its Electronic Dance Music Business A Digital Content Spin (TechCrunch)
Fame House is based in Philadelphia.






Links 10/23/2013: SAP exec says Business ByDesign will live on













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SAP Business ByDesign will live on, exec says (Computerworld)

SAS and SAP – an important match (Diginomica)

Can Forward halt Unisys' decade of decline? (ZDNet)


Philly tech funding up for first time since 2008 (Philadelphia Business Journal)
According to data from EY, Philly PACT and BFTP-SEP.

Pa. gaming chief: No quick move to Internet gambling (Philadelphia Inquirer)

Labor shortage: Pa. software firm [Monetate] pays $5,000 to refer sales, tech help (Philly.com: Philly Deals)


Lockheed profit tops estimates; raises full-year outlook (Reuters)

Healthcare.gov: Latest Victim Of Federal Acquisition Problems? (Information Week)

IBX cancels 24,000 plans that don't meet Affordable Care Act rules (NewsWorks)


Netflix CEO hopeful for deals with Comcast, others (Reuters)

Rockets Side with Comcast in Petition for Chapter 11 Protection for CSN Houston (Multichannel News)



Pace Makes $310 Million Play for Aurora Networks (Multichannel News)

Oracle buys sales order automation specialist BigMachines
(PC World)








Bloomberg interview with Veeva Systems CEO Peter Gassner (video)



Bloomberg West interviews Veeva Systems founder & CEO Peter Gassner after its successful IPO
last week.




Links 10/22/2013: Comcast tests 1 Tbps link; SAP partners with SAS in analytics












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How virtual cable and CableWiFi may have killed the Verizon Wireless – Comcast joint innovation lab (FierceCable)

Comcast Testing Small Cells – Sources
(Light Reading)

Look it’s the next generation network! Comcast tests a 1 Tbps link
(Gigaom)


Liberty Media's John Malone addresses cable industry challenges (LA Times: Company Town)

Phillies new TV deal coming soon, according to report (NJ.com)

NBA Will Let Cable Subscribers Stream Local Games for Free (Mashable)


iPipeline Acquires Aplifi
Acquisition Creates the Insurance Industry’s Largest Life and Annuities Customer Base and Most Powerful Platform
(Business Wire)

Philadelphia police chief warns of potential curse of technology (Reuters)

Unisys Announces Third-Quarter 2013 Financial Results (Unisys Press Release)



SAP, SAS forge analytics, HANA partnership (ZDNet)

SAP set to preach the HANA gospel to developers (Infoworld)

SAP bets on HTML5, open source for its mobile app platform (PC World)


SAP cuts back on development of Business ByDesign software unit (The Register)

NetSuite buys TribeHR, enters HR software market (ZDNet)


Online Retail Leader Rue La La Enlists Artisan for Mobile App Optimization (Business Wire)