QlikTech Announces First Quarter 2011 Financial Results (Business Wire)
Revenue growth of 44%; increased revenue guidance for year.

SunGard Announces First Quarter 2011 Results (Business Wire)

GSI Commerce Reports Fiscal 2011 First Quarter Operating Results (Business Wire)

Ametek sees FY11 EPS mostly above Street view (Reuters)

Supreme Court Seems to Side With Pharma in Big Advertising Case
Limits of data mining, commercial free speech at issue
(Ad Week)

Annodyne celebrates a decade (Philadelphia Business Journal)


Rutgers team proposes Net alternative
(EE Times)

Costly Pa. radio system for law enforcement agencies isn't working as planned (Harrisburg Patriot-News)


SAP First-Quarter Profit Misses Estimates on Sybase Costs (Bloomberg)

SAP Q1 revenue up, but profit growth slow (Computerworld)

SAP's Snabe Interview (Bloomberg)

SAP's McDermott: 'HANA pipeline 10 million euro a week' (ZDNet Blogs)


Daily Links 4/27/2011: Supreme Court hears arguments in IMS Health case over Vermont law

Comcast to offer TV programs from all major networks on its VOD service (LA Times: Company Town)

U.S. top court questions state drug data limits (Reuters)
Case involves Philly-area companies IMS Health, Verispan, and Wolters Kluwer Health. Justices appeared skeptical of Vermont law; ruling expected by end of June.

Wolters Kluwer to Buy Lexi-Comp (Health Data Management)

J&J Agrees to Buy Synthes for $21.3 Billion in Cash, Stock (Bloomberg)
Synthes has its headquarters in West Chester.

CenturyLink Agrees to Purchase Savvis for $2.5 Billion in Cash, Stock Deal (Bloomberg)

CenturyLink-Savvis: Is the rush to Cloud 1+1=more than 2 for enterprise I&O? (ZDNet Blogs)

Safeguard Scientifics Announces First Quarter 2011 Financial Results
Anticipates Platform Expansion with Acquisition of an Equity Interest in a Mezzanine Lending Company; Deployed $5M and $25M, respectively, in New Partner Companies ThingWorx and PixelOptics
(Business Wire)

InterDigital Announces First Quarter 2011 Financial Results (Business Wire)

Software AG Profit Rises 43% on IDS Scheer, Beating Estimates (Bloomberg)

DirecTV Real Interested In Netflix, Contemplates Launching A Competitor (Zatz Not Funny!)

Comcast planning to hire 300 for Miramar call center (South Florida Sun Sentinel)

ProtonMedia Doubles in Size—Literally (Business Wire)

Pharma poised to up online ad spend: eMarketer (Medical Marketing & Media)



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Daily Links 4/26/2011: Dell Boomi launches Spring update

Lawson Agrees to Be Acquired by Golden Gate Capital, Infor for $2 Billion (Bloomberg)

New details on Infor's Lawson acquisition (Enterprise System Spectator)

Dell Boomi launches Spring update, certification program (ZDNet Blogs)

Unisys shares slip after company reports 1Q loss (AP via Forbes)

Oracle Goes After Workday, SuccessFactors With Fusion HCM (PC World)

Oracle CFO Epstein Out; Replaced By Safra Catz (Forbes: The Tech Trade)


Investors buy majority stake in online game maker Bigpoint for $350M (VentureBeat)
Comcast Interactive Capital sold its stake, which was originally acquired by NBC's venture arm.

Netflix: We’re a Friend, Not an Enemy, to Cable Networks (Gigaom: NewTeeVee)

Comcast in Talks to Offer On-Demand Movies 6 to 8 Weeks After Theaters (Bloomberg)

The Disappearing Set-Top (Light Reading Cable)

TimeSight Systems Announces Additional Growth Capital Injection to Extend Market Reach of Breakthrough Video Surveillance Systems (Marketwire)

Verizon Wireless and USA Technologies Partner to Deliver Industry-Leading Cashless Payment Services, M2M Solutions for Vending and Automated Retail Industries (Business Wire)



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First Round Capital, NewSpring and Internet Capital Group lead $6 million Series A round in Radnor's Relay Network

A couple of months back I mentioned Relay Network of Radnor, which had been reported by PricewaterhouseCoopers/MoneyTree to have raised $2.1 million from investors including NewSpring Capital. The venture was in a stealth mode, and I really couldn't find out much about what it might be planning to do.


Now, curiously, there is a deleted Wikipedia entry that says Relay has raised a $6 million Series A from NewSpring Capital, First Round Capital, Internet Capital Group and private investors (you can see a snippet of the deleted entry if you search on "NewSpring", "First Round Capital" and "Relay Network"). A look at Relay's website does confirm those firms are investors. The lead execs are CEO and eCount co-founder Matt Gillen, and President Steve Gillen from MBNA/Bank of America. Although the website's description is still vague, the venture's service apparently involves providing urgent customer service notifications via mobile phone.

The website also says: "Big news coming soon".



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Daily Links 4/25/2011: Netflix tied with Comcast for number of US video subscribers

IT, Your Fifteen Years are Up
Cutting the IT Bottom out of SAP’s Peach Basket
(SAP Searchlight)

The Case for ERP Consolidation (Mint Jutras)

More companies opting for smaller ERP over marquee systems, report finds (SearchManufacturingERP.com)

Unisys Announces First-Quarter 2011 Financial Results (PR Newswire)
Revenue down 7%; increased loss on charge.

Leighton Yohannan Invests in PayCommerce and Named Chairman
(PR Newswire)

For Netflix, Higher Earnings and a Milestone (New York Times: Media Decoder)
Essentially tied with Comcast in US subscribers.

Netflix Falls as Second-Quarter Profit Outlook Misses Estimates (Bloomberg)

Liberty Media’s Greg Maffei on the future of the television industry (Washington Post: Post Tech)

Tennis, Comcast To Volley Before FCC Administrative Law Judge On Monday
Network Seeks Broader Distribution In Program Carriage-Complaint
(Multichannel News)


Tru2way: Cable’s Path to IP Video?
CableLabs Demo Showcases DVRs Pumping Content to Multiple Devices
(Multichannel News)

Michael Dell is Keeping His Head in the Clouds (Gigaom)



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Philly Tech People News 4/24/2011

SunGard Availability Services Positioned to Advance Services Expansion with Executive Appointments (PR Newswire)

‘InformationWeek’ SVP Joins SAP (MediaBistro: PRNewser)

HP Appoints Veteran Marketing Professional Marty Homlish as Chief Marketing Officer (Business Wire)

Barry J. Glick Joins ALK Technologies as CEO
New CEO expects to continue ALK’s growth, bringing more than 25 years experience in the location technology industry
(Business Wire)

MapQuest Nabs Former Google Docs Product Manager As Its New VP Of Product (TechCrunch)

Salil Mehta Gets New Role at NBCUniversal (Hollywood Reporter)

Comcast's Engdahl Hired as CEO at ADS
Exec's Resume Has Stints at Radiance, Alopa, Avasta and Alloptics
(Multichannel News)

InterDigital Honors Dr. Fatih Ozluturk, Inventor Named on 150 Issued U.S. Patents
Company Recognizes Innovators at Annual Chairman’s Awards
(Business Wire)

Nutrisystem’s e-commerce chief resigns
Christopher S. Terrill notified the e-retailer this week that he’s leaving.
(Internet Retailer)

ImpactRx Promotes Industry Veteran to Senior Vice President, Client Services Operations
Mark Degatano Brings Thirty Years of Pharmaceutical Industry Experience to his New Role
(PR Newswire)

GrayHair Software Welcomes Paula Stoskopf as Director of Solution Strategies (Business Wire)


Comcast hopes fall schedule revives NBC's image (Philadelphia Inquirer)

Q&A With Geoff Cook: How We Solved The Chatroulette Porn Problem (TechCrunch)


Netflix likely to Become Largest Subscription Entertainment Business in U.S.
(Hollywood Reporter)


SunGard Availability to use the channel to help reach for the Cloud

Obviously, Cloud Computing is a hot space right now. Just being recognized as a player in the Cloud can instantly boost your market value, and major vendors are lining up to outline their strategies and claim a slice of the market. Forrester projects that the market for Cloud Computing services will increase from about $41 billion in 2011 to $241 billion in 2020.


Earlier this year, Wayne-based Sungard Availablity Services (a unit of Sungard Data Systems) officially unvieled its Enterprise Cloud Service, something it had been putting the pieces in place for over the past couple of years. SunGard Availability, which has about $1.5 billion in annual revenue, historically has provided consulting, managed hosting, storage and recovery services, and business continuity management software. While it had been running some private clouds in a dedicated VMWare environments, this marked the company's formal entry into the multi-tenant Enterprise Cloud services business. The Enterprise Cloud Service is hosted out of SunGard's one million-square-foot datacenter on Spring Garden St. in Philadelphia and another datacenter in Colorado, according to Tier1 Research. It is built on Vblock technology from VMware, Cisco and EMC.


Gartner analyst Tom Bittman recently discussed the role of the channel (sales through partners and resellers) in Cloud Computing, writing that "the channel will be critical in broader adoption of cloud computing (and private cloud), and the channel is not ready to do this. The channel needs to be rebooted".


That is what SunGard is trying to do. It recently announced it is expanding its channel effort, which had not formally existed within the company until about two and 1/2 years ago, to the Enterprise Cloud Service. The channel program, under the direction of Melissa McCoy, Sungard Availability's vice president, Channel Programs, provides sales and marketing resources, training and education, and co-marketing opportunities as well as dedicated channel support. It includes both a Solutions Provider program, which benefits those who incorporate SunGard services into their own solutions, and a Referral program. The channel program applies to all SunGard services, not just Cloud services.


McCoy says sales from the channel program grew 60% last year, and channel-related activities accounted for more than one third of SunGard's new customers. Sungard expects its channel program to eventually contribute more than 10% of total revenue, eChannelLine reports. McCoy emphasizes Sungard's experience in managing sophisticated production environments and its entire portfolio of services, in addition to its Cloud Services, as factors distinguishing it from competitors.



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