Comcast-NBC Universal: Will the Marriage of Cable and Content Work? (Knowledge@Wharton)


Sprint: Today, An Upgrade, As Citi Turns Bullish; Will It Merge With T-Mobile? (Barron's: Tech Trader Daily)

Sprint's Hesse commits to Clearwire, hints at new 4G pricing scenarios (Fierce Wireless)


Kulicke & Soffa's CEO to retire in June 2011 (EE Times)

GSI’s Fun Weekend (Wall Street Journal: Digits)

SAP Sets Pace on 'Flexible' Software Pricing
The German software maker is blazing new trails by letting customers pay for licenses over longer stretches. Microsoft, Oracle, and Adobe aren't far behind (Business Week)

SAP: We're serious about SAP on-demand (SearchSAP.com)

SAP: Out with the Old, Shrugging Off The Tag (Enterprise Irregulars)

SAP: All-in-One Carbon, Energy, Sustainability Software
SAP promises new software to integrate carbon counting, energy efficiency, environmental monitoring and social responsibility reporting. (Greentech Media)

PSERS Reports Q3 Results (PE Hub)


Motorola Expands 4G Broadband During 2009 as It Builds Momentum for WiMAX and LTE in 2010 (PR Newswire)

Microsoft Buys Health-Care Software Company (IDG via New York Times)

Herley Reports Earnings for First Quarter of Fiscal 2010 (PR Newswire)




permalink

USA Technologies to postpone key Annual Meeting (for a long time)

USA Technologies Announces New Date for Annual Meeting Due to Misleading, Inaccurate and Selective Disclosure by Dissident Group
Rescheduled Meeting to Be Held on June 15, 2010 (Business Wire)

You have read this headline carefully to fully understand what management has done. They've pushed back the Annual Meeting
from December 15, 2009 to June 15 2010. Cool way to avoid a proxy vote, if you can do it.




permalink

First Round Capital 2009 Holiday Card

First Round Capital 2009 Holiday Card from First Round Capital on Vimeo.

Daily Links 12/9/09: Mister Roberts goes to Washington

Comcast CEO Roberts Said to Meet With U.S. Regulators on NBC (Bloomberg)

Should Consumers Fear the Comcast Deal? (New York Times: Room For Debate Blog)

Disney's Iger: NBC/Comcast No Threat (MediaPost: Media Daily News)


SAP Outlines Five-Year Enterprise Software Plan
SAP's unfolding strategy emphasizes on-demand computing, cloud architectures, flexible pricing, mobile and in-memory computing. (Information Week)

SAP Planning to Open up On-demand Development Platform (PCWorld)

SAP Influencer Summit, Dispatch 2: First-Day Ramblings (Spend Matters)

SAP Lifts Some Restrictions On Partner Sales To Large Companies (Channel Web)

Analyst eyes Motorola break-up scenario; shares up (Associated Press via Forbes)

Leading Independent Proxy Advisory Firm RiskMetrics Group Recommends USAT Shareholders Vote BLUE Proxy Card 'FOR' Each of Independent Shareholder Group SAVE's Board of Director Nominees
(PR Newswire)
USA Technologies Comments on RiskMetrics Report
Urges Shareholders to Vote FOR the Company’s Nominees on the WHITE Proxy Card Today (Business Wire)

Heartland Payment Systems Shareholder Class Action Lawsuit Dismissed in US District Court (Business Wire)

Cloaked in the Cloud
(The Boomi Blog)

Nobel Prize Winning Founder of Retirement Manager Financial Engines Plots IPO (alarm:clock)

Verizon To Pay New Jersey $795,000 To Settle FiOS Marketing Suit
State Announces Settlement With Verizon Over Its Advertisement And Sale Of FiOS Service (Multichannel News)

Innovative Solutions & Support, Inc. Announces Financial Results for the Fiscal Year Ended September 30, 2009
Completes year of profitability, revenue growth and positive operating cash flow (Business Wire)


C&D Technologies Reports Fiscal 2010 Third Quarter Results
Third Quarter Revenues, Unit Volume, Margins and Earnings All Sequentially Improve Relative to Second Quarter (PR Newswire)




permalink

Daily Links 12/8/09: Mobile Solutions Provider Movitas Acquires PhindMe

SAP to launch Salesforce.com rival in mid-2010
Plans new web-based programs for sales management (Reuters)
Article doesn't suggest where the existing "Business ByDesign" architecture fits in here.

SAP Influencer event: First impressions (Enterprise Irregulars)


SAP and Siemens Sign Global Reseller Agreement for i.s.h.med and i.c.m.health
Companies Address Growing Market of IT Solutions for Healthcare (PR Newswire)


Putting a Bar Code on Places, Not Just Products (New York Times: Bits)

Top 10 Internet of Things Products of 2009 (Read Write Web)

Eastern Technology Council honors Enterprise Award winners (Philadelphia Business Journal: Technology Blog)

Agilence Secures $2 Million in Venture Capital Funding
Investment Will Enable Provider of Innovative Loss Prevention Solutions to Expand Product Development, Sales, and Marketing (Business Wire)

Mobile Solutions Provider Movitas Acquires PhindMe
Advances Strategies for Bringing Mobile Solutions to Location-Centric Businesses (Business Wire)
As first reported here last Thursday.


TNT: Historical Society’s interactive PhilaPlace Web site needs your stories (Technically Philly)


Liberty CEO discusses Comcast, MGM
Maffei: Comcast gets hedge, but pays high price (The Hollywood Reporter)

Comcast-NBC U merger could hurt consumers
(Philadelphia Inquirer: Op Ed)

Tyco Electronics Q1 profit may top Street view (Reuters)

Sarnoff Releases Acadia® II SoC Development Platform
(Business Wire)




permalink

Daily Links 12/7/09: Enterprise Award Winners Announced

Enterprise Award Winners Announced (Eastern Technology Council)

NBC-Comcast Deal Puts Broadcast TV in Doubt (New York Times)

Brave New Targeted World?
Comcast-NBCU deal could speed up addressability (ADWeek)

One or Two Funny Things About the Comcast-NBC Universal Deal (Portfolio.com)

What exactly does Comcast already own? Here's a list (ars technica)

Comcast CEO defends NBC Universal deal (USAToday.com)

Tibco Takes After Twitter (Wall Street
Journal: Digits)

SAP Making EPM Push Against Oracle (PC World)

The SAP Influencer Summit, East Coast Travels, and an Endeca Webinar (SpendMatters)

University of Pennsylvania School of Medicine and Rutgers University Partner with BioImagene to Develop Companion Algorithms™ for Digital Pathology (Business Wire)

Agenda: HITECH Rules on Schedule (Health Data Management)

ActiveStrategy, Inc. Partners with Business & Decision to Market Performance Management Software (Business Wire)




permalink

USA Technologies' Suit Against Dissidents over Messsage Board Comments

USA Technologies (USAT), the Malvern cashless and contactless payment system provider that is currently in the middle of a proxy fight, is going after two dissidents on the Yahoo! Finance message board for USAT who have been saying some bad things about their management of the company. (There is no indication at this time that they are connected to the leadership of the group that launched the proxy battle.) USA Technologies filed suit in the Federal Eastern District of Pennsylvania in late August against the unknown holders of the two Yahoo! screen names, "MICHAEL_MOORE_IS_FAT" and "STOKKLERK". In the complaint, the company claims that the defendants' comments were defamatory towards management and were part of a "scheme" on behalf of the anonymous posters to "enrich themselves through undisclosed manipulative trading tactics". USA Technologies also issued a subpoena to Yahoo! seeking the identity of its critics.

The Electronic Frontier Foundation is representing the defendants, claiming First Amendment rights. Also, the EFF says, a California statue awards attorney fees to anonymous speakers if an out-of-state subpoena is quashed and ""if the underlying action arises from the moving party's exercise of free speech rights on the Internet and the respondent has failed to make a prima facie showing of a cause of action." California is involved since Yahoo! is headquartered there.
USA Technologies' argument against the motion to quash was to be heard this past Friday.

A post on the EFF's website provides a link to court documents.



permalink

Successful turnaround at Unisys (Philly.com:Philly Deals)

Could NBC Sale to Comcast Spell Trouble for Hulu? (ClickZ)

Cadient Interactive Announces the Launch of HATCH Consulting Services
HATCH Experts to Guide Healthcare and Life Sciences Companies and Brands Through Interactive Strategies (PR Newswire)

Pharma: Socializing in a Straightjacket
Players tiptoe into social media (ADWeek)
I believe the author meant to refer to Chris Kuenne as the CEO of Rosetta, the Princeton-based interactive marketing agency, rather than Rosetta Stone.



permalink

People News 12/6/09

Quality Systems, Inc. Promotes Two Senior Management Members (Business Wire)
Quality Systems' NextGen Healthcare Information Systems is based in Horsham.

American Water’s Chief Information Officer Honored with Philadelphia SIM Leadership Award (Business Wire)

Janney Investment Banking Continues Expansion
Peter Blackwood Joins Janney to lead Internet & Digital Media Effort (Business Wire)

Former Flyer Propp scores executive position at Judge Group (Philadelphia Business Journal)

Mario Turco Named President of Verizon Wireless' Philly Tri-State Region (Cherry Hill Courier-Post)

Comcast Promotes Joy To SVP
Executive Responsible For Leading Strategy, Tech Planning (Multichannel News)


Invite Media Hire Paul Turner As They Enter The European Market (FarneyMedia.com)

Brownstein Group expands its Interactive team, adds four (Philly Ad Club)

Pointroll Enhances Leadership Team, Promotes Rob Gatto To Senior Vice President Of Sales
Executive Move Strengthens Alignment of ShopLocal and PointRoll (PointRoll Press Release)

20nine Adds to Growing Team (Company Press Release)

Quintiq Inc. Expands to Meet Growing Demand
(Business Wire)

iPipeline Appoints Steve Meade to VP, Illustration Solutions (Business Wire)

LCR Electronics Hires Eric Kessler as Director of Commercial Sales (PR Newswire)




permalink

Comcast/NBCU Key Documents

I will add to this as I see other things and keep it posted on the righthand sidebar.

Comcast NBCU Main Information Site

Comcast Presentation (pdf-free registration))

Comcast Conference Call Transcript (pdf-free registration)

Comcast Conference Call Webcast (free registration)

Comcast/GE Press Release Announcing Transaction

SEC Filing (Form 8-K)

David Cohen memo on
Comcast's public responsibilities (pdf)

Fitch Affirms Comcast's IDR at 'BBB+'; Outlook Stable (Business Wire)


CNBC interviews Brian Roberts and Jeff Immelt (CNBC)


Conyers calls for Comcast-NBC hearings (Politico)

STATEMENT OF COMMISSIONER COPPS ON THE COMCAST/GENERAL ELECTRIC ANNOUNCEMENT (FCC) (pdf)

Philly.com Coverage

Should Consumers Fear the Comcast Deal? (New York Times Blog: Room For Debate)

Comcast-NBC Universal: Will the Marriage of Cable and Content Work? (Knowledge@Wharton)

Comcast-GE-NBCU Public Interest Statement FCC Filing – January 28, 2010

Comcast/NBCU Hearings on
Capitol Hill (CSPAN)




permalink

Comcast/NBCU Updates

Comcast to weigh revising Universal Pictures script (LA Times: Company Town)

Tears shed at NBC Uni town hall
Insiders call emotional finale 'inspiring' (The Hollywoood Reporter)

Editorial: Comcast's big deal (Philadelphia Inquirer)

SEC Watch: Comcast Units Not Part of The Deal, and Its Stakes, Including Current TV (paidContent)

Comcast seeks support on Hill, Street (Philadelphia Inquirer)

Comcast Hasn’t Made ‘Last, Best Offer’ to U.S. on Deal for NBC (Bloomberg)

Comcast: NBCU Deals Spurs Upgrades (Barron's:
Tech Trader Daily)




permalink