Daily Links 11/15/2011: SAP plans to double workforce in China





SAP Plans to Double China Workforce, Budgets $2 Billion Spending by 2015 (Bloomberg)

SunGard Availability Services Brings Enterprise-class Availability for SAP to the Cloud (PR Newswire)

In a full-court press, SAP looks to add developers to the HANA bandwagon (SAP Watch)

Octagon Sees Data Standards as Driver of Significant Business Growth and International Expansion
-- Company reports strong third quarter and 2011 YTD revenue growth --
-- New offices opened in UK and India --
(Business Wire)

Sony proposes over-the-top TV service (Gigaom)

Cable-Tec Expo: Cox's Esser: Cable Has To Compress Innovation Cycles
Operator Developed App for Live TV in About Nine Months
(Multichannel News)

Astea Reports Profitable Third Quarter 2011 Results (PR Newswire)
Horsham-based provider of Field Service Management systems reports 32% revenue growth in break-even quarter.

Kenexa expands Frisco offices, plans to hire 80 more employees (Dallas Business Journal)

MedCity Media opens Philadelphia bureau (Crain's Cleveland Business)



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NJ’s Data Center Market Poised to Rebound

Esther Surden
Publisher & Editor, New Jersey Tech Weekly


New Jersey is at the brink of a data center leasing rebound, fueled by pent-up demand in the financial services, pharmaceutical, healthcare and Internet sectors. So said real estate experts in a panel discussion at a recent Industrial and Office Real Estate Brokers Association (IOREBA) meeting, held at Sentinel Data Centers’ NJ1 facility (Somerset). As recently as June, The Wall Street Journal had noted a possible oversupply of N.J. data center capacity. That glut appears to be disappearing.

The panel’s conclusions were reinforced by recent earnings reports from two major players in the N.J data center market. According to a Data Center Knowledge report, during its earnings call, Digital Realty Trust (San Francisco) stated it had seen a “rebound in demand” in the Garden State. The company said it had identified up to 42 megawatts of demand and only 24 megawatts of supply here.

Speaking during the DuPont Fabros Technology Inc. (Washington) earnings call, CEO Hossein Fateh noted the N.J. market is coming along, calling it “good” and “solid.” He said the DuPont Fabros NJ1 facility is now 34 percent leased.

Though not so quick to say the market was back, panelists indicated the only question remaining is when companies that have been retooling and patching their in-house data centers will reach a tipping point and begin signing leases. Many firms now in N.Y. class-A office space will eventually “roll out of N.Y.” to N.J., said Mike Pembroke, senior VP of leasing and marketing for Russo Development (Carlstadt).

It’s taking a long time for companies to make decisions because they aren’t really comfortable with the economy, he added, and many are still putting Band-Aids on their existing facilities. However, the panelists expect this situation to change soon. “Basically, any data center five years old or more could be upgraded, or the company could move to a new center for a more updated, redundant and resilient solution,” Sean Brady of Cushman & Wakefield Inc. (East Rutherford), who moderated the discussion, said in a later interview.

N.J. is an important location for data centers, especially for the high-frequency traders and financial services brokers who need their trades to take place as close to Manhattan as possible, reducing “latency,” Brady pointed out. It’s also a prized location for Internet providers who need to deliver "search" rapidly to the 20 million people who live in the N.Y. metro area, he said.

Nevertheless, Michael Silla, director of strategic development at Concept CSI Inc. (New York), noted some factors tend to push other industries away from N.J.’s data center market. “If you don’t want or really need your data center located in N.J., you aren’t going to come here, because of the high cost of construction and utilities.” Pembroke added that, relative to other nearby areas like Long Island and Connecticut, N.J.’s power cost is low, though still high compared with that of, say, North Carolina.

Nevertheless, according to Brady, N.J. has the second largest concentration of data centers in the U.S. after California. Also, “there are more viable sites in N.J. than in other parts of the region.” He noted that eight of the 10 largest banks and financial institutions have data centers in the state. Data centers have unique siting requirements, and the availability of power, water, fiber and building stock gives N.J. some advantages over other states.

According to the panelists, the N.J. data center market comprises several segments. Standalone centers, for which Russo Development has the majority of the market, are usually dedicated to large enterprises and service providers. User-owned and tailored to their needs, they feature the highest security level available and involve the greatest upfront investment.

Wholesale colocation sites, like Sentinel Data Centers’s NJ1 facility, house several large or medium enterprises or service providers that have signed eight- to 12-year leases, said Josh Rabina, Sentinel’s co-president. In N.J., the major providers of these wholesale colo sites, as they are called, are Sentinel, Digital Realty Trust and DuPont Fabros. According to Pembroke, a large chunk of the new demand will be in this mid-range wholesale colo market. Companies that currently have capital constraints, and those that don’t want to spend a couple hundred million dollars on a dedicated data center facility, will migrate to this market.

Retail colocation represents a third market segment. These data centers provide many services for their users, the IT departments of enterprises and smaller entities. Providers active in the N.J. retail colo segment are Equinix Inc. (Redwood City, Calif.), Savvis Inc. (Town & Country, Mo.), Telx (New York) and Telehouse America Corp. (Staten Island).

IO Data Centers LLC (Phoenix, Ariz.), a supplier of modular data center technology, also participates in the N.J. market, running a center in Edison. “This is the newest type of data center operator to come into the state,” Brady noted.

The exact amount of vacant N.J. data center space is difficult to quantify, Brady said during the interview. Some centers are partially developed, and not all areas of a center may be available for a company to move into. Various time horizons exist for different operators. Also, each data center supplier creates space with different capabilities meeting different requirements. Some spaces are more versatile than others, and more versatile spaces fill up faster than more expensive, but more specialized, ones. Also, data center deals take a long time to deploy. “You have some space that’s available in six months for some sized deals and some that’s available in 18 months for other sized deals,” Brady explained.



Esther Surden is Publisher and Editor of   New Jersey Tech Weekly , and a contributor to Philly Tech News. This article originally appeared in New Jersey Tech Weekly.



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Highlights: Last week on Philly Tech News (11/7 to 11/13 2011)




Best Buy gets deeper into IT services for small & medium-sized enterprises by acquiring mindSHIFT, which has a strong presence in the Philly area, for $167 million.

Although speculation always arises about Comcast's wireless plans, CFO Michael Angelakis reasserted at an analysts' conference last week, "We have no desire to own a wireless network".

Leading SaaS/Cloud strategist John Wookey, who left SAP last spring, is the latest star to show up on Salesforce.com's payroll.

Philly-based and DreamIt Ventures-backed startup ElectNext officially launched.

At its BE Inspired Conference last week in Amsterdam, Exton-based Bentley Systems announced two acquisitions, Pointools and FormSys, and also announced an agreement with Microsoft to use Azure for its cloud-based Transmittal Services Offering.

And Quepasa completes its acquisition of myYearbook.com. The combined company trades on the NYSE AMEX under the symbol QPSA. Not clear yet where corporate headquarters will be. myYearbook CEO and cofounder Geoff Cook will serve as Quepasa's COO and president of its Consumer Internet Division.
(Update: Quepasa's earnings report released today says combined company will be headquartered in New Hope.)


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Daily Links 11/14/2011: Philly papers moving to former Strawbridge's building






SAP open to acquisitions in Asia, to hire more in China, India (Reuters)

SAP Sapphire: New Paradigm Needed? (eWeek Europe)

SAP: Cloud success inhibited by legal matters (BusinessCloud9)

10 ways to beat SAP at the bargaining table (Computerworld)

Inquirer, Daily News moving to former Strawbridge’s building (Philadelphia Inquirer)
Trading in 525,000 square feet for 125,000.


Buffett builds $10.7 billion stake in IBM (Reuters)

Quepasa Corporation Announces Third Quarter 2011 Results (Marketwire)
First earnings report since completion of merger with myYearbook. Combined company is headquartered in New Hope.

Kenexa Announces Acquisition of Batrus Hollweg (Marketwire)

What's Cookin' at Cable-Tec Expo? (Light Reading Cable)
The 2011 Cable-Tec Expo takes place Nov. 15-17 in Atlanta. It is presented by the Exton-based Society of Cable Telecommunications Engineers (SCTE).

Decision Simulation Extends Licensing Agreement with University of Pittsburgh for Virtual Patient Platform
Updated version from University of Pittsburgh to be made commercially available by Decision Simulation in 2012
(Business Wire)



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SAP optimistic for 4Q, forecasts growth in 2012 (MarketWatch)

What next for net neutrality? (Fortune Tech)


Fun Fact of The Week: Time from Inbox to Investment (Redeye VC)


Daily Links 11/10/2011: Comcast CFO Michael Angelakis: "We have no desire to own a wireless network".

Is SAP finally getting its money's worth from Sybase? (Computer Weekly Development Network)

Cisco's Chambers: 'We Got Very Lucky That Motorola Got Purchased By Google'
CEO Reiterates Commitment to Cable Set-Top Market
(Multichannel News)

Senate Declines To Vote On Net Neutrality-Blocking Maneuver (Multichannel News)

Comcast CFO: No plans to go outside footprint with video (SNL Blog)
There is no way the major cable companies would ever invade each other's footprint, at least not in the forseeable future, in my view.
CFO Michael Angelakis also said, "We have no desire to own a wireless network."

Adaptly, A 23-Year-Old's Fast Growing Startup, Hires A Googler To Take On Europe (Silicon Alley Insider)
Adaptly, now based in New York, was in DreamIt Ventures' 2010 Philadelphia class, and raised $2.7 million in VC funding led by First Round Capital. Paul Turner, former Head of EMEA for Invite Media (backed by First Round and acquired by Google), has joined Adaptly in the same role.

Quepasa and myYearbook Announce Completion of Merger (Marketwire)

WVT Communications Group Reports Third Quarter 2011 Financial Results (Marketwire)
First earnings report reflecting inclusion of Alteva results for part of quarter.

SunGard Availability Services and University of Texas at Austin Partner to Create Cloud Computing Research Center (PR Newswire)

PayChoice Moves to a Private Cloud Infrastructure That Delivers Performance, Advanced Business Continuity Capabilities, and Anytime, Anywhere Accessibility (Business Wire)


Ben Franklin (Northeastern Pennsylvania) announces investments in area companies (Allentown Morning Call)

Rx For Growth: Havas Forms Strategic Alliance With China's MedMed (MediaPost: Media Daily News)

Google teams up with Startup Weekend, provides trainings on Google technology (VentureBeat)
Google planning Bootcamps, but none scheduled for Philly yet.

The time for healthcare tech startups is now (Gigaom)



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Daily Links 11/9/2011: Comcast begins rollout of IPv6 network

SAP Pumps up Its In-memory, Mobile and Cloud Strategies (PC World)

Universal Display posts Q3 profit, shares rise (Reuters)

Comcast begins rollout of IPv6 production network (Network World)
Comcast Blog Post.

Comcast and the Multiscreen Play (Pipeline Magazine)

Lazarus: NBC Sports Network Changes Will Be 'Done Well, Not Fast'
NBC Sports Group Chairman Says Network Will Look To Build Trust With Viewers, Advertisers, Distributors
(Multichannel News)

The children are our future, and they’re not paying for TV (Gigaom)

Senate Debates Net Neutrality Regs
Sens. Hutchison and Rockefeller square off on joint resolution to nullify rules
(Broadcasting & Cable)

U.S. web sales grow 16% for QVC in Q3 (Internet Retailer)

Fan (Richmond) tech firm expands in NoVa, Philly (Richmond BizSense)

Unisys Strengthens Enterprise-Class Cloud Offerings with New Version of Secure Private Cloud Solution (PR Newswire)

SunGard Availability Services Announces Managed Recovery Program to Deliver Expert Management of Recovery Lifecycle (PR Newswire)

A more grown-up CRM for BusinessOne users (SAP Watch)

The Lawmakers Sponsoring a Very Facebook-Friendly Bill (The Atlantic Wire)
Toomey, Carper cite Wawa, W. L. Gore as possible beneficiaries.

Hey, Siri, send Jenn $5 (VentureBeat)
Venmo's app for Siri.

BioClinica Announces Third Quarter 2011 Financial Results (Business Wire)



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ElectNext announces launch, partnership (Press Release)

Historic Partnership to Revolutionize Voting in America


November 8, 2011 - Philadelphia, PA - It's morning for American voters. Today, millions will enter a voting booth without a clue. It doesn't have to be that way. ElectNext, described as eHarmony for voters, launches today with a simple message: Vote well. The National Constitution Center announces today a partnership with ElectNext to provide the startup with non-partisan content and expertise on current election issues rooted in the Constitution.


ElectNext, a DreamIt Ventures backed startup, launched in beta just two months ago, and today unveils a relaunch based on user feedback. "Every change in the redesign was a direct response to seeing people use the site and responding to feedback," says co-founder Keya Dannenbaum, who speaks today at this year's TEDxPhilly, and tonight, hosts the ElectNext public relaunch party.


Dannenbaum and ElectNext partner Paul Jungwirth met while in graduate school at the University of Pennsylvania. The pair consulted with national political experts, including professors from Harvard, Princeton and Penn, to create easy-to-follow questions that may deliver surprising results. Going forward, input from experts at the National Constitution Center will offer an even stronger framework for understanding all sides of issues.


With ElectNext, the aisle dividing American political parties disappears. Because politics is the art of disagreeing well, ElectNext offers a Debate Engine to encourage public discourse. Starting with a focus on the 2012 presidential election, ElectNext has plans in coming months to go granular, adding local races as well.


Already garnering praise from TechCrunch, Daily Kos, Huffington Post, and other national forums, ElectNext gives voters a new sense of civic engagement. From national presidential elections to future local races, ElectNext, a DreamIt Ventures funded company, empowers voters to discover the right candidates and make informed choices.


To find out more, visit www.electnext.com.



About the National Constitution Center
Located on Independence Mall in Historic Philadelphia, the National Constitution Center is America’s first and only nonprofit, nonpartisan institution devoted to the U.S. Constitution. As a cutting-edge museum, national town hall and educational facility, the Center illuminates constitutional ideals and inspires acts of citizenship through must-see multimedia exhibitions, live performances, timely public programs and dynamic educational resources. The museum dramatically tells the story of “We the People” through more than 100 interactive exhibits, films, photographs and rare artifacts; the stirring theatrical performance Freedom Rising; and the iconic attraction Signers’ Hall, featuring 42 life-sized bronze statues of the Founding Fathers. As America’s town hall for constitutional dialogue, the Center regularly engages political leaders, scholars, pundits and journalists of diverse viewpoints. The Center also houses the Annenberg Center for Education and Outreach, which serves as the hub for national constitutional education and provides exceptional civic learning resources both onsite and online. For more information, call 215.409.6700 or visit www.constitutioncenter.org. For smart conversation about the Constitution, visit the Center’s blog, Constitution Daily, at blog.constitutioncenter.org.


Daily Links 11/8/2011: Bentley Systems makes two acquisitions

Bentley Acquires FormSys to Expand SACS Offerings for Floating Structures (Business Wire)

Bentley Makes Point Clouds Valuable Across Full Infrastructure Lifecycle Through Acquisition of Pointools Ltd (Business Wire)

Liberty Interactive Reports Third Quarter 2011 Financial Results (Business Wire)
QVC revenue grows 6%; parent Liberty increases stake in HSN slightly to 34%, buys back shares.


Exclusive: HP weighing sale of webOS unit (Reuters via Fox Business)
Oracle mentioned as one possible buyer.

PHD Virtual Technologies Announces Additional Investment (PR Web)
Insight Venture Partners and Citrix Systems invest again in Philly-based provider of virtualization monitoring solutions.


Getting your staff on board with superior customer service (Washington Post)
By Gary Jackson, chief executive of Philly-based Shunra Software.

Siemens/MobileMD To Play In Accountable Care Arena
The technology giant positions itself for emerging reimbursement environment with purchase of health information exchange vendor MobileMD
(Information Week)


Tyco CEO Breen to resign from Comcast board (MarketWatch)

Don't Pull the Plug on Cablevision (Barron's)

Dish Network CEO Ergen: 'We're just not getting our fair share yet' (Fierce Cable)

Sneak peak at Comcast’s Skype on Xfinity service (Gigaom)


Gary Flake names all-star cast of investors in Clipboard’s $1.4M round (Geekwire)
First Round Capital is one of them.

PANL: Gabelli, Avian Doubt Skeptical View Of Patent Hearing (Barron's: Tech Trader Daily)
Wondering who Universal Display's IP attorneys are.

Universal Display Corporation Announces Third Quarter 2011 Financial Results (Business Wire)

USA Technologies, Inc. Reports Results for First Quarter of Fiscal 2012
License and Transaction Fee Revenues Up 62%, Total Revenue Up 51% Compared to a Quarter a Year Ago
(Business Wire)

CardioNet, Inc. Reports Third Quarter 2011 Financial Results (Business Wire)

Plosser says Fed should target inflation, not jobs (Reuters)



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