West Philly native Troy Carter talks valuations and other things on Bloomberg TV
Tom Paine
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I'm not too up to date with popular culture, but West Philly native (now LA-based) Troy Carter made a singular impression on me in this Studio 1.0 interview on Bloomberg TV from a few days ago.
In sddition to his music activities, he's a tech investor and runs an LA incubator he founded, The Atom Factory.
There seems to be a range of opinions about him in the music business, but as I said I don't really know that world. I'm just basing my impression on how he handled the interview. I was particularly interested on his views on current private valuations.
There was also considerable talk of Lady Gaga and Taylor Swift's views on Spotify.
Dow, DuPont agree to merge: Some highlights
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Dow Chemical and DuPont Set Merger and Plans to Split (New York Times)
Dow's Survivor CEO Liveris Closes on Most Elusive Deal of All
(Bloomberg)
Dow Chemical CIO Says Another 8-Year ERP Project Is Unimaginable
(Wall Street Journal: CIO Journal)
Exclusive: 'One DuPont' IT upgrade frozen amid review (Phily.com)
Dow, DuPont deal could impact Bucks, Montgomery counties (Bucks County Courier Times)
Link 12/11: Reddi, Gabriel fund Indian startup; Linode buys landmark Philly building
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EureQa raises $600,000 from SRI Capital, Gabriel Investments (Livement)
EXCLUSIVE: South Jersey firm buys MTV's 'Real World' house (Philadelpia Business Journal)
CIOs aren't loving SAP's HANA. Yep, somebody's afraid of commitment (The Register)
Amazon Web Services clears fog with public cloud fee price list API (The Register)
Has Workday ceded the cloud platform to Salesforce and Microsoft? (Diginomica)
GoPro: CEO Woodman’s QVC Show a Bad Sign, Says Citi, Cutting to Hold (Barron's Tech Trader Daily)
Crestview Pumps $125M Into WOW (Multichannel News)
EPAM completes Alliance Global Services acquisition; reports put price at $50 million
Tom Paine
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I haven't seen an SEC filing from EPAM Systems (NYSE: EPAM) yet, but two sources in the Indian press are placing the price for the Newtown-based system integrator's acquisition of Conshohocken-based Alliance Global Services, now closed, at $50 million. The deal was announced last month.
A large portion of AGS' workforce is in India, as India's Business Standard reports that "Alliance Global Services has more than 1,100 engineers, testers and designers in its India delivery centres — at Hyderabad and Pune."
“The acquisition extends the company’s Global Delivery Platform by adding strong solution delivery capabilities in North America and in India and expanding EPAM’s expertise in software engineering productivity and automation services,” EPAM Chief Executive Officer Arkadiy Dobkin said, according to The Hindu Business Line .
Then there is this enthusiastic post on Google+ by EPAM'S CMO:
Links 12/10: Global Payments Said to Be in Talks to Buy Princeton-based Heartland Payment
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Global Payments Said to Be in Talks to Buy Heartland Payment (Bloomberg)
November Pre Series A Deal Data May Show Early Evidence of VC “Slowdown” (Mattermark)
Hipchat-Maker Atlassian Begins Trading Up 32% at $27.67, Valued At $5.8 Billion (TechCrunch)
SnapLogic Raises $37.5 Million To Help Legacy Data Play Nicely In The Cloud (TechCrunch)
A Boomi competitor, in some respects.
Paul DePodesta Named Keynote Speaker for Phorum 2016 (Press Release)
That's the Money Ball guy, not the guy running the Clinton campaign, just to be clear.
Links 12/9: Perspectives on Dow/DuPont; Atlassian's going public in the morning
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Why the Dow-DuPont Merger is Bad For America (Fortune)
DuPont-Dow: 'Why merge merely to break up?' (Philly.com: Philly Deals)
Dow, DuPont soar on prospect of $130 billion merger 'Christmas present' (Reuters)
Dow-DuPont Merger: Better Living Through Layoffs (Wall Street Journal)
Sling TV Suppliers Say The Company Has Less Than 500,000 Subscribers, Decelerating Signups
(Dan Rayburn/Streaming Media Blog)
Apple’s New TV Ad for Apple TV: We Don’t Need TV, Because We Have TV! (Re/code)
Why Apple Walked Away From TV (For Now) (Re/code)
Analyst Sounds Warning Bells for Cable Broadband (Multichannel News)
Atlassian Sets Its I.P.O. at $21 (NY Times: Dealbook)
Universal Display Facing 'Frothy' OLED Expectations (Investor's Business Daily)
Meet the company moving into the Heer's building
(Springfield Missouri News Leader)
AmerisourceBergen software subsidiary.
Links 12/8: WSJ: DuPont, Dow Chemical in advanced merger talks
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DuPont, Dow Chemical gain after report of merger talks (MarketWatch)
Dow Chemical was worth more than $60 billion, DuPont $59 billion. The two would combine and then split into three companies, the report says.
X1 Licensing Not a ‘Big Financial Mover’ for Comcast (Multichannel News)
Comcast Might Sell Phones as Part of Wireless Offering, CEO Says (Bloomberg)
Rutledge: ‘We’re Ready’
Charter Chief Says Ready to Roll With TWC, Bright House (Multichannel News)
Google Fiber talking to Chicago and LA about gigabit deployments (Ars Technica)
Disney Invests $200 Million More in Vice Media to Support New Programming (NY Times)
IBM Acquires Clearleap to Advance Cloud Video Services (IBM Press Release)
SAP Unveils Software for Doctor Data-Sharing After CEO Accident (Bloomberg)
Phila's NextFab plans 3d 'Makerspace', in Del. this time (Philly.com: Philly Deals)
Philly Tech People News 12/7/2015: NRG head with controversial agenda departs; Meredith Perry takes on uBeam critics
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Chris Bastian Named SCTE’s New CTO (Multichannel News)
Franklin Square hires Bassuk as MD and liquid alternative strategies head (Press Release)
UDel's new president: How he could change the university (Philadelphia Business Journal)
Meredith Perry Responds to uBeam's Critics (Fortune)
Perry started work on uBeam while a grad student at Penn.
David Crane Leaves NRG, Replaced by Mauricio Gutierrez (NY Times)
Google Taps VMware Founder to Chase Amazon in the Cloud (Re/code)
Lawrence Lenihan Leaves FirstMark Capital for Fashion Venture (Wall Street Journal: Venture Capital Dispatch)
FirstMark has been an active investor in the Philly area.
Links 12/7: Streaming Video Now Accounts for 70 Percent of Broadband Usage; AT&T says it plans to expand its fiber internet service to 38 new cities
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Streaming Video Now Accounts for 70 Percent of Broadband Usage (Re/code)
Sling TV Boss Says Comcast Usage Caps Hurt Competition (Broadband Reports)
Verizon could explore Yahoo's Internet business, CFO says (Reuters)
AT&T expands its fiber internet service to 38 new cities (Engadget)
SAP NS2’s VC Arm Invests in ThreatConnect; Mark Testoni Comments (GovConWire)
Wall Street thinks Salesforce could fix one big flaw in its business by following Oracle (Business Insider)
Salesforce's Benioff ‘doesn’t believe in unicorn theory anymore’, cites market manipulation (New York Business Journal)
New Salesforce tool lets users have their way with external data (PCWorld)
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