Stumped? Invoke the 5-Minute Rule (New York Times)
Interview with Victor Allis, CEO of Quintiq.

Viacom Can't Escape Cablevision's Antitrust Lawsuit
(Hollywood Reporter)




Google’s Nest to acquire video monitoring startup Dropcam for $555M (Gigaom)

Box May Raise $100 Million or More Before IPO (Re/code)


Links 6/20/2014: Verizon said to eye Dish Network's spectrum; Philadelphia Technology Park acquired







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Oracle claims second-largest SaaS vendor title, while Q4 profits slip (Computerworld)

This Morning: Debating Oracle, InvenSense’s Opportunities, Is RackSpace a Target? (Barron's: Tech Trader Daily)

Oracle Cloud Transition Tougher Than Expected (Investor's Business Daily)


Oracle buys LiveLOOK for co-browsing technology (PC World)
Co-browsing tech is hot.


Clayton Christensen Responds to New Yorker Takedown of 'Disruptive Innovation' (Bloomberg Business Week)

UPDATE: Pension manager broke 'pay-to-play' ban, gave $ to Mayor Nutter, Gov. Corbett, SEC says (Philly.com: Philly Deals)

TierPoint Acquires Philadelphia Technology Park (Business Wire)

Tibco Software profit falls on higher expenses (Maketwatch)


Verizon Wireless eyeing Dish Network spectrum
(New York Post)





Links 6/19/2014: Chelsea in good hands with Netflix; Is Uber's valuation nuts?







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Planning the new Comcast tower, from large to small (Philadelphia Inquirer)

Poll: Most oppose Comcast-Time Warner Cable merger (The Hill)
Always a bit skeptical about results of poll conducted by organization openly opposed to
merger.

How New York could put a stop to Comcast’s merger with Time Warner Cable (The Washington Post: Switch)



Possible Stalemate in ValueVision Proxy Fight (Multichannel News)
Comcast has about a 14% stake in ValueVision, and many of its execs are QVC veterans.

ValueVision board scrambled (Minneapolis Star Tribune)


Chelsea Handler Inks Mega-Deal for Netflix Late Night Show (Hollywood Reporter)

Oracle Drops 6%: FYQ4 Rev, EPS Miss, Touts Cloud Growth (Barron's: Tech Trader Daily)



This NYU finance professor thinks Uber’s valuation is nuts. But this isn’t Wall St. (PandoDaily)

Ad-Tech Entrepreneurs Build Cancer Database (Wall Street Journal)

One Kings Lane Cuts 15 Percent of Staff, Kills Used Goods Marketplace (Re/code)
Another First Round Capital portfolio company.



Software Patent Eligibility Limited by U.S. Supreme Court (Bloomberg)

PSERS reports "robust" 3Q, pension adds $1.7B (Pittsburgh Business
Times)

PA SERS Reports First Quarter Investment Performance (Press Release)
Directs up to $50 million in alternative investments - $25 million in JMI Equity Fund VIII, L.P., and $25 million in Meritech Capital Partners V L.P.

LBC Credit Partners Closes Third Fund at $839 Million
(PR Newswire)







Comcast Executive’s One-Man Show Now Mandatory Viewing For All Subscribers / The Onion





Comcast Executive’s One-Man Show Now Mandatory Viewing For All Subscribers


Links 6/18/2014: Analyst says NBCU could become worth more than Time Warner



NBCUniversal Could Become Worth More Than Time Warner, Analyst Says (Hollywood Reporter)

Oracle CEO Ellison Renews Hunt for Growth With Micros (Bloomberg)

SAP and Oracle security-provider Onapsis laps up $9.5M (VentureBeat)

Purdy: Bad TV deal could threaten Sharks' ability to stay in San Jose
(San Jose Mercury News)
Hasso Plattner-owned team trying to get more money from Comcast.

IBM SoftLayer chief: A Rackspace acquisition is ‘not exciting’
(VentureBeat)

AIR FORCE LOOKS TO DITCH LOCKHEED AFTER GPS SATELLITE DELAYS (NextGov)
Interesting development after Lockheed ditched Newtown, where much of the GPS III development was done.




Edison Ventures Leads Series A Investment in LogFire (PR Web)





Links 6/17/2014: Oracle said near deal to buy Micros Systems



Virtustream pushes toward dual OpenStack-VMware cloud management (Gigaom)
SAP a major investor.

Infy’s Vishal Sikka Banks On Alliances With Oracle, SAP And IBM (Business Insider India)

Oracle Said to Near Deal to Buy Micros Systems (Bloomberg)
Deal could cost in $5 billion range.


Unilever’s long-running relationship with SAP to extend into the cloud (Computing)

Artisan Delivers Industry's Most Advanced Mobile Experience Management Platform with Major Summer Software Release
(Business Wire)

PeopleLinx gets ‘LinkedOut,’ reworks product (Philadelphia Business Journal)
Article not very clear as to what extent PeopleLinx was able to resolve its issues with
LinkedIn. Key question.


The Trouble With Apple’s Health App (New York
Times)

Report: Nuance may be in sales talks with Samsung and others (PC World)

VertitechIT buys Pennsylvania company (MassLive)








New York State hearings on Comcast/TWC deal kick off Monday





Tom Paine



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The New York Public Service Commission (PSC) is holding hearings on the proposed Comcast-Time Warner Cable deal this week. Hearings are scheduled for Amherst (Buffalo) on Monday evening, Albany on Wednesday and New York City on Thursday. In each session, there will be a public information session at six, and a formal public hearing for receiving testimony and comments at 7:30pm.

As I wrote previously, former Philly tech executive Audrey Zibelman (Viridity Energy, PJM Interconnection) now serves as chair of the NY PSC and will oversee the hearings.

I haven't been able to find out yet whether any hearings are planned by Pennsylvania regulators, but I would doubt that Comcast is too worried by that prospect.

Last week, US House Commerce Subcommittee on Communications chairman Greg Walden (R-Ore.) said the subcommittee wasn't planning to hold hearings on either the Comcast or AT&T deals, although Democrats have asked for hearings.

In New York State, Time Warner Cable has 2.6 million subscribers, while Comcast has only
23,000.




Plex Systems = The Manufacturing Cloud (The Accel Blog)

IBM-Epic Team to Vie for $11 Billion Pentagon IT System
(Bloomberg)

Online Used Furniture Mart Raises $2.8 Million (WoodworkingNetwork.com)
Co-led by First Round Capital and Index Ventures.


Philly Tech People News 6/15/2014: Solve Media's Jacoby named EY Entrepreneur of Year for Greater Philly; Five Below gets Walmart.com CEO







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SAP Marketing VP Bolts to Content Marketing Startup NewsCred (Ad Age)

Solve Media CEO Ari Jacoby Named 2014 Ernst & Young Entrepreneur of the YearTM Award Winner in Greater Philadelphia (Business Wire)

Five Below Nabs Walmart.com CEO Anderson as President (Fox Business)

Technology Veterans Launch Enterprise Cloudworks to Support Efficient Software Development (Business Wire)
Founders Chris Doggett and Chris Gali were co-founders of AdminServer (acquired by Oracle).


Edison Ventures Appoints Kelly Ford Chief Marketing Officer & Partner
(Globe Newswire via PR Web)

Gwen Aston Appointed to Oversee Implementations and Client Success at Instem Clinical (Business Wire)