Daily Links 7/18/2013: Dell postpones buyout vote: SAP software sales soft on China concerns

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SAP warns China's slowdown is hurting software sales (Reuters)

SAP Second-Quarter Software License Sales Miss Estimates (Bloomberg)

SAP’s Q2 shows core weakness (Dennis Howlettt/Diginomica)

Dell Buyout Vote Delayed (All Things D)

Verizon Shares Fall After Wireless Demand Boosts Expenses (Bloomberg)

Verizon Crosses 5M Video Subscribers
FiOS, Wireless Fuel Strong Q2 (Multichannel News)

Pushing the Right Buttons
Apple’s Move Into TV Relies on Cooperation With Industry Leaders (New York Times)

TOA raises $66M to eliminate hours spent waiting on the cable guy (VentureBeat)


Ebay Marketing Arm Unites Companies, Rebrands (Ad Week)

Quality Systems, activist firm reach settlement on board nominees (Reuters)
Quality Systems' primary business unit is Horsham-based NextGen Healthcare.

Philly manufacturing index surges to two-year high (MarketWatch)

Daily Links 7/17/2013: Red Tettemer rebrands, opens LA office

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Red Tettemer Rebrands, Opens Outpost in Los Angeles
Shop Changes Name to RTO&P (Ad Age)

Quintiq—The Biggest Supply Chain Vendor You May Not Have Heard Of (Technology Evaluation Centers)

Johnson & Johnson starts to 'harmonize our ERP landscape' (ZDNet)

SAP's Q2: The hot topics
Cloud software growth, HANA, rival Oracle and the global economy will be in the spotlight (Computerworld)

Salesforce.com launches Sales Performance Accelerator (PC World)

The Microsoft Reorg and Microsoft Dynamics: Odd Man Out or Shining Example? (Josh Greenbaum / EAConsult)

A Microsoft Reseller Explains A Big Fat Reason Why Microsoft's Surface PC Hasn't Sold Well (Business Insider)
Downingtown-based Softmart is one of a handful of resellers able to handle Surface products.


Aereo Spat Could Prompt Fox Supreme Court Challenge (Time)


Verizon Q2 preview: FiOS TV may crack 5M-subscriber mark, but has it lost its edge? (FierceCable)

X1 Marks the Spot (Cable360)

PeopleLinx Triples Revenue, Launches LinkedIn Sharing for Companies (PR Newswire)

Daily Links 7/16/2013: Aereo survives another challenge, as Appeals court refuses to review case

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Artisan Unveils New Features and Capabilities for Mobile App Optimization in Summer 2013 Release
New features include Android support and advanced targeting for A/B testing (Business Wire)

MediaMath Invests In TiqIQ As CEO Ponders IPO
(Business Insider)
Safeguard Scientifics has been a major investor in MediaMath.


The Next Holy Grail for Financials in the Cloud (Sandhill.com)

Lockheed's Newtown plant ships antennas for first GPS III satellite (Philadelphia Business Journal)

Meet Philadelphia's top CFOs (Philadelphia Business Journal)

Exclusive: Apple Pitches Ad-Skipping for New TV Service (Jessica Lessin)

Google reportedly wants to launch its own online pay TV service (paidContent)


Appeals court refuses to rehear Aereo case, service will keep streaming (Gigaom)

Going a la carte would destroy pay-TV industry, analyst says (LA Times: Company Town)

Level 3, Comcast call truce in peering fight (FierceTelecom)

Netflix: Battle Road Scrutinizes Earnings Quality, Puffed-Up Margins (Barron's: Tech Trader Daily)

Dell Said to Consider Delaying Shareholders’ Vote on Buyout (Bloomberg)

Daily Links 7/15/2013: More pokes at Big Cable plans

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Big Cable’s Sauron-Like Plan for One Infrastructure to Rule Us All (SusanCrawford/Wired Opinion)
Don't agree with everything Crawford says (never do), but an interesting read.

Pay-TV consolidation won't necessarily be good for consumers (LA Times: Company Town)

Is This the Beginning of the End of Overpaying for Sports on TV?
(The Atlantic Wire)

6 reasons you can’t ignore the new SAP, and 1 huge caveat (Donnie Berkholz/RedMonk)


Oracle ups memory, storage of Exalytics analytics appliance
Version X3-4 doubles the RAM, adds flash and boosts disk capacity (Computerworld)

Oracle to halt development of Sun virtualization technologies (ZDNet)

Google wants to own enterprise, but it’ll do it Google style (PandoDaily)

NBCU's Fandango, Pacific Theatres in deal (LA Times: Company Town)

Google Explains Why Its Cloud Service Is Different When It Comes To Lock-In (TechCrunch)

SAP Center in San Jose: Tech giant gambles $3.35 million a year on naming rights (San Jose Mercury News)

Philly Tech People News 7/14/2013

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Gerry Fasano To Lead Lockheed Martin IS&GS Strategy And Business Development (PR Newswire)
Will remain GM for Valley Forge operations.

SAP Overhauls Canadian Leadership (Computer Dealer News)

Omar Hamoui: from starving entrepreneur to VC (VentureBeat)

Boardman appointed dean of Temple's School of Media and Communication (Temple University News)

New Hires (Garfield Group Blog)




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Saturday Highlights 7/13/2013: Hulu owners still talking with Time Warner Cable about possible investment

Hulu Owners [still] Talking With Time Warner Cable for Investment (Bloomberg)

Corbett signs bill to provide $75M for PA tech companies
(Philadelphia Business Journal)

CIOs Open to Hybrid Clouds, But Worry About Security, Integration (ASUG News)

Oracle joins dots in private cloud release
Slots Coherence into WebLogic for cloud upgrade (The Register)

Daily Links 7/12/2013: No Hulu sale: Trio of owners - including Comcast - to invest $750 million more

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Hulu’s Owners Call Off Auction, Plan to Invest $750 Million (Bloomberg)

Hulu’s New Plan: Compete with Netflix and Amazon. How is Hulu Going to Pay for That? (All Things D)


Scoop: Intel’s upcoming TV service is going to be called OnCue (Gigaom)

Tennis Channel Seeks Full Court Review Of Carriage Complaint Decision (Multichannel News)

AT&T to Acquire Leap Wireless (Business Wire via MarketWatch)

Bentley Announces Immediate Availability of the Bentley Map Mobile App, Further Enhancing Information Mobility
New App Empowers Infrastructure Professionals to Share Bentley Map Geospatial Information With Field Technicians via Android-based Mobile Devices (Business Wire)

Rajant Corporation Sets the Standard for Mobile Wireless Networking with New Data Routing and Network Management Release
New InstaMesh and BC|Commander version 11.2 include features that dramatically improve the functionality, performance, and security of Kinetic Mesh Networks (Business Wire)

Jim Sheward/Fiberlink
(Keystone Edge)

As Promised, Icahn Adds to His Bid for Dell (New York Times: DealBook)

Uber Confirms It is Talking to Investors (Wall Street Journal: Digits)




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Conshohocken-based NextDocs raises another $5 million

Tom Paine

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Conshohocken-based NextDocs has apparently raised another $5 million in venture capital, according to an SEC filing reported on by MarketBrief.com .

NextDocs, a provider of Microsoft SharePoint-based software for the management of regulated data collected during clinical trials, had previously raised $10.3 million from OpenView Venture Partners in August 2011.

Also, see this recent article from FierceBiotechIT on NextDocs' introduction of its Windows 8 mobile app.




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Daily Links 7/11/2013: Roberts, Cook reportedly talk about something at Sun Valley

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Cooking up a deal
Apple, Comcast CEOs talk turkey (New York Post)

Malone Urges Ergen to Merge Dish With DirecTV (Bloomberg TV Video)
Malone's got free advice for everybody.

Microsoft Revamping Structure and Management to Foster Collaboration (New York Times: Bits)

Carl Icahn Says He Will Add to His Bid on Dell Tomorrow (All Things D)

VC-Backed Veeva Quietly Files IPO, Credits Salesforce’s AppExchange (PE Hub)
Surprisingly little coverage of Veeva Systems' announcement in late June that it had filed for its IPO, although the S-1 is still under review by the SEC right now. I wrote about it on the day it was announced. Although based in California, Veeva has a significant presence in the Philly area, and this could be a fairly sizable offering, based on the multiples to revenue that similar SaaS/Cloud companies have received. The fact that Veeva has actually been profitable is another plus.



EMC to buy ScaleIO and boost its flash savvy (Gigaom)

Workday parades new customers from push into Europe (ZDNet)

New Hostess IT Centralizes Twinkie Control and Oversight
(Wall Street Journal: CIO Report)
Upgrades SAP system.

Jeff Gelles: Phila. start-up scores with a photo tech turn (Philadelphia Inquirer)
Curalate opens new offices.


College IPTV Service Makes Grade (Light Reading)
Raises $6.3 million from investors including Home Box Office (HBO) and Larry Cuban.




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T-Mobile formally launches 4G LTE in Philadelphia, speeds up MetroPCS integration

Tom Paine

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T-Mobile announced today in New York that its 4G LTE network is now live in Philadelphia, along with several other newly launched major markets. The company says its 4G LTE network now reaches 157 million (potential) users in 116 metro areas across the US, and that it would reach than 200 markets by the end of this year.

I'm not sure exactly what T-Mobile's 4G LTE coverage is in the Philadelphia area right now, but the company said in a statement that "T-Mobile 4G LTE covers a large portion of the Philadelphia area and landmarks including: Liberty Bell, Constitution Center, Declaration House, Betsy Ross House, and Geno’s and Pat’s cheesesteak restaurants."

Some T-Mobile customers reported seeing 4G LTE live in Philly as early as late May. There are many others reporting picking up Sprint 4G LTE around Philly, although a formal launch hasn't been announced here yet. Of course, Verizon and AT&T already provide 4G LTE in the market.

T-Mobile is also accelerating the integration of recently acquired MetroPCS into the T-Mobile network in Philadelphia and other markets.

Also today, T-Mobile introduced JUMP!, a new program that allows T-Mobile customers to upgrade their phones when they want, up to twice per year. The program also includes total protection against device malfunction, damage, loss or theft, for $10 per month.

I thought it would be interesting to look back on where T-Mobile stood last year when I wrote this post compared to where they are today, and how they have addressed some of their strategic issues (but alas, no more Carly Foulkes).




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