Tyco International and Johnson Controls Are Said to Be Merging (New York Times: DealBook)


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Saturday Highlights: The Unicorn trap; IBM wipes out five years of gains





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ESPN exec: Sling TV 'significant' but Apple is 'frustrated' (Engadget)

Michael Wolff on Time Warner: It's a Game of Chicken as Jeff Bewkes Mulls Options (Hollywood Reporter)

CMS Administrator Andy Slavitt, MACRA, and Meaningful Use 3: The Practice Fusion perspective (Practice Fusion Blog)

VCs have pumped up the value of the “unicorn” startups. Now tech IPOs are in trouble. Good luck getting out. (Fortune)


IBM Erases Five Years of Gains Buoyed by Share Buybacks: Chart (Bloomberg)


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Links 1/22: SAP touts Cloud revenue growth; Cable Acquisitions by Charter Face Rising Opposition




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SAP sees cloud, support revenue overtaking software in 2018 (Infoworld)

SAP Q4 FY2015 – a critique for the road ahead (Diginomica)

Cable Acquisitions by Charter Communications Face Rising Opposition (NY Times)

NBC and CBS in lead to pay NFL $600M for Thursday Night Football, double last season's price (FierceCable)
Just add that onto your cable bill.

Comcast opens Wifi network for storm (Philadephia Inquirer)


A New Year Chill on I.P.O.s
(NY Times: DealBook)


Facing a Price War, Uber Bets on Volume (Bloomberg)

T. Rowe Marks Down Dropbox Stake 51% (The Information)
And some other cuts.


VMware Insiders Brace for Big Cuts (Fortune)




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Links1/21: Sparta Systems makes acquistion; TierPoint continues acquistion drive, adding major investor




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Thoma Bravo-owned Sparta Systems buys 123Compliance (PE Hub)
Sparta Systems is based in Hamilton, NJ.

Kent’s TierPoint to acquire Cosentry, gain investor (St Louis Business Journal)
TierPoint, a major operator of data centers (6) in eastern Pennsylvania, is rapidly becoming a force nationally through acquisitions. It is led by former cable entrepreneur Jerry Kent (Charter, Suddenlink).


Cox bails on OTT service Flare MeTV, possibly due to licensed X1 platform conflicts: report (FierceCable)

It's not just you: Massive Comcast outage blows Bay Area offline (The Register)



Verizon's AOL Shines In Q4 As EPS, Revenue Beat (Investor's Business Daily )

FiOS TV Gains Lowest Ever
Telco Adds Just 20K Video Subs in Q4 (Multichannel News)

Verizon Confirms It May Sell Its Data Centers (Data Center Knowledge)

UNISYS LAUNCHES NEW CLOUD SECURITY OFFERING FOR AWS (CivSource)



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Josh Kopelman's email on current VC market conditions



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Links 1/20: Newtown-based Bioclinica buys NC automated trial payments vendor









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Bioclinica buys Clinverse citing pharma demand for trial payment efficiency (Outsourcing Pharma)
North Carolina-based Clinverse had major backing from Edison Partners. Its main competitors in the automated clinical payments market are Greenphire (King of Prussia) and CFS Clinical (Audubon), which was acquired by DrugDev. Bioclinica is based in Doylestown.

Comcast Partners With Twitter-Owned Niche and 19 Influencers to Pitch Its Cable Box (Ad Week)

Jack Dorsey Juggles Twitter and Square, Both Caught in Downdraft
(NY Times)

Amazon's Cloud Is Not Enterprise-Ready, Says Oracle Exec (Fortune)


The top 5 Hadoop distributions, according to Forrester (Network World)


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Phiily Tech News Notable Quotes & Tweets of the Week 1/20/2016






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"We’re gonna get Apple to start building their damn computers and things in this country, instead of in other countries."

Donald Trump, speaking Monday at Liberty Universty.



"As for Amazon – I don’t think there’s a successful business model on the planet that Amazon isn’t considering disrupting. As in the enterprise, with AWS as a launch pad, the sky’s the limit (actually Amazon’s drones mean the sky’s not a limiting factor either :) ) I think Jeff Bezos and Amazon would be the platform competitor I would worry about the most, and it may make sense at some point for Salesforce.com to look over its shoulder at AWS and start working to co-opt the Bezos juggernaut."

Josh Greenbaum of Enterprise Applications Consulting, from
last week's Salesforce Analyst Summit.



“I’m like, ‘How could I get this lucky?’ That’s how I feel.”

SAP CEO Bill McDermott, on recovering from his eye injury.



"The market thinks (Radnor-based) software developer Qlik Technologies is growing fast. We don’t buy it. Eventually, investors won’t either."

Dow Jones columnist Vito J Racanelli, in a Barron's column: Qlik’s Waning Value




“I called my contacts at G.E. and said, literally: ‘Help, what’s going on here? My phone is ringing off the hook. I’ve got three TV stations with crews coming in a half-hour.’

Michael Tetreau, Fairfield, CT first selectman, on reacting to the news that GE Headquarters was leaving town for Boston.








“No relation between their current profitability and their market value”

FX Networks Chief Executive John Landgraf, on Netflix.






Comcast Cable Vice President - Internet Services Jason Livingood, explaining why Comcast service reps might urge customers using very old networking equipment to upgrade.




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United Healthcare / Philly Ad





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Links 1/19: Jumping From Java to Force.com: Salesforce MVP Peter Knolle; Oracle's cloud ambitions may be nearing moment of truth








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Jumping From Java to Force.com (Salesforce Developers Blog)
Peter Knolle, a Salesforce MVP, is Solutions Architect with Allentown's Trifecta Technologies.

Oracle's cloud ambitions may be nearing moment of truth (ZDNet)

SAP Cloud for Analytics: Present and Future Plans for Data Integration
(ASUG News)


IBM forecasts weak earnings for 2016; shares slide (Reuters)


Report: GM acquires most of Sidecar’s assets and technology (GeekWire)

Netflix Eclipses 75M Subs Worldwide (Multichannel News)

Comcast Gaining Vs. Disney In Distributor Content (Investor's Business Daily)


Solovis Raises $3.25M to Accelerate Growth of Institutional Portfolio Platform (Business Wire)
Led by Edison Partners, and including participation from MissionOG and others.

Edison Partners exits Telarix Inc. (NJBiz)


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Links 1/19: Why Big Companies Keep Failing: The Stack Fallacy; Netflix's Sarandos Reacts to NBC Outing His Ratings







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Netflix's Ted Sarandos Reacts to NBC Outing His Ratings: "Remarkably Inaccurate Data" (Hollywood Repoorter)

Why Big Companies Keep Failing: The Stack Fallacy (TechCrunch)

Fairfield Ponders a Future Without General Electric (NY Times)

Accenture to bond itself to SAP? (Enterprise Times)

Back to School Week with Salesforce.com (Josh Greenbaum/Enterprise Applications Consulting)

Salesforce Reboots Wave Analytics, Preps IoT Cloud (Doug Henschen/Constellation Research)


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Philly Tech People News 1/18: SAP's McDermott: `How Could I Get This Lucky?'; Angelakis to chair Philly Fed








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SAP CEO's Lesson From Losing Eye: `How Could I Get This Lucky?' (Bloomberg)

Philly Fed taps Angelakis (Philadelphia Inquirer)

Women in Cable Telecommunications Announces 2016 Board of Directors
(Multichannel News)
Martha Soehren, Comcast, serving as Chair in her second year of two year term.

Brownstein named chair of Philly Arts & Business Council board (Phildelphia Inquirer)

Sustained Growth in 2015 Positions LeadiD Well for 2016 (PR Web)


Karen Paletta Named Sprint President, New York and Philly Tri-State Region (Business Wire)



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