Saturday Highlights: Vanguard's Bogle: 'We’re in the Middle of a Revolution’; Zenefits CEO stepping down


Tom Paine



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Q&A With Jack Bogle: ‘We’re in the Middle of a Revolution’ (Bloomberg)

DirecTV Now Targets Cord-Cutters Without Crushing Margins (Bloomberg)

Zenefits CEO David Sacks stepping down (updated) (VentureBeat)

Elon Musk's hyperloop competition shines light on TE Connectivity (Philadelphia Business Journal)



Time Capsule: QVC - Celebrating 30 Years of TV Shopping; First aired 11/24/86 (Safeguard Scientifics)


Tom Paine



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QVC, with early funding from Safeguard Scientifics, launched on the air November 24, 1986.

Today, West Chester-based QVC, broken out as a separate tracking stock (NASDAQ: QVCA) within Liberty Media, is now worth $13.3 billion.


Safeguard CEO Stephen T. Zarrilli wrote this article about QVC's origins: Time Capsule: Celebrating 30 Years of TV Shopping




NJ Company Roundup: Phone.com, Linode, Infragistics




ESTHER SURDEN WITH GIVON ZIRKIND, NJTechWeekly

Surden is Publisher & Editor, NJTechWeekly.com


Ari Rabban, CEO of Phone.com | Esther Surden


Phone.com: Phone.com (Newark) has added video conferencing to its feature lineup. With support for up to 25 video callers, Phone.com video conferencing is available through Chrome and Firefox browsers on PCs, Macs and Linux, as well as on the Phone.com’s Mobile Office app on iPhone.

Android users can access video conferencing through the Chrome browser on their smartphone.

“We are in a continual process of improving the service we offer to our customers,” said Phone.com CEO Ari Rabban. “We’ve upgraded our network, our website and features to provide even better service. With video conferencing now live, our customers have the best and most flexible options to conduct their business remotely.”

Phone.com video conferencing also supports up to 200 users who dial in by phone for audio only. The new feature is available for a monthly fee as an add-on, the company said.

Linode: Cloud-hosting provider Linode (Galloway) has opened a second data center in Tokyo, its third data center in Asia and ninth worldwide. Linode designed “Tokyo 2” to meet the growing needs of customers in the Asia-Pacific region, complementing existing data centers in Tokyo and Singapore, the company said in a statement.

Features of Linode’s Tokyo 2 data center include:
  • Robust connectivity using a blend of transit providers and settlement-free peers, allowing for the highest possible bandwidth and lowest latency to destinations local and abroad, including excellent throughput to China.
  • KVM hypervisor, giving clients access to all Linode plan sizes, including the 2G for $10 per month plan, as well as free upgrades.
  • Doubled RAM, SSD servers and mass availability upgrade over Tokyo 1.
The company said that demand for Linode's services is extremely high in Tokyo.


Infragistics:  Infragistics, a Cranbury-based company founded in 1989, delivers user experience (UX) and user interface (UI) tools for accelerating design and development for desktop, Web and mobile solutions. It now has a new UI design development-and-testing tool: Indigo Studio.

Released on November 14, 2016, Indigo Studio provides, fast, code-free collaboration for prototyping apps (iOS and Android) and Web applications; and it provides scalable usability testing by invitation. According to the company, this is the first such tool to provide unmoderated testing. It follows the software engineering philosophy of putting design and specification before coding, and uses an easy method for implementing agile design. As a visual tool, Indigo Studio makes it easy for nonprogrammers to provide input.

There are three versions:  Indigo Studio Essential, which is free, lacks advanced functions and does not have cloud capability.  Indigo Studio Professional, which costs $25 per month, or $249 per year with an annual subscription, has more sophisticated prototyping tools, as well as cloud hosting, validated feedback, and cloud usability testing; and it offers unlimited usability testing for up to five concurrent projects. 

Indigo Studio Enterprise, with a subscription rate of $399 per year, has no-limits prototyping for teams, with an always-available archive of projects past and present.  In addition, the Enterprise version has unlimited workspaces for project teams. 




Esther Surden is Publisher and Editor of NJTechWeekly, and a contributor to Philly Tech News. This article originally appeared in NJTechWeekly, and is republished here with her permission.



Links 12/2: From startup to enterprise: SAP, Oracle (now with NetSuite) set to go toe to toe; Workday shows profit, shares plunge



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So ISG bought Alsbridge. That happened (Horses for Sources)
LLR Partners the seller. Price was $74 million in cash, stock & notes. LLR invested in Alsbridge in January 2013, don't know how much it paid.

Phil Fersht
| Posted Dec 02, 2016 07:10 AM | Permalink Reply
@Pete - good to hear from you! The whole services industry is struggling to remain relevant. You have to credit Alsbridge with being the first advisor to make the push into RPA and how quickly (and efficiently) they grew their business since the LLR acquisition in 2013. If ISG can get this right, they could be well positioned to stay ahead of the curve at a time when many others are slipping behind... a hard task, but not impossible,

- See more at: http://www.horsesforsources.com/alsbridge-ISG_120216?sthash.42Q76m9j.mjjo#sthash.42Q76m9j.NbRyneB0.dpuf



Salesforce's Core Software Is Coming to Amazon's Cloud Soon (Fortune)

Amazon Web Services and Salesforce deepen relationship through new IoT and Alexa links(Geekwire)


NetSuite's going global under Oracle's flag (PCWorld)

From Startup to Enterprise: SAP, Oracle Set to Go Toe to Toe (ASUG News)


Workday Plunges, Targets Slashed: Conservatism? Emotion? Who Knows (Barron's Tech Trader Daily)

Medical device maker Teleflex [Wayne] to buy Vascular Solutions for $1 billion (Reuters)


Nashville fights Comcast lawsuit over rules that help Google Fiber (Ars Technica)

FCC Forward Auction Bidding Starts Dec. 5 (Multichannel News)

Trump team reassures AT&T over Time Warner merger review (Ars Technica)


Windstream expanding fiber network in Philadelphia (Philadelphia Business Journal)


Citizens links up with wealth robo-adviser amid adviser hiring spree (Philadelphia Business Journal)



QVC's strategy to win over holiday shoppers (Video: Fortune)



Links 12/1: First Round Capital: State of Startups 2016; 70 years ago, 6 Philly women became world's first digital computer programmers



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EXCLUSIVE: MIKE ALLEN AND JIM VANDEHEI REVEAL THEIR PLAN FOR MEDIA DOMINATION (Vanity Fair)
Ex-Politico chiefs discuss new venture.

AWS stays on 2016 trend with AI product push (Diginomica)

Here's Why Amazon Budged on What It Says Is the Best Cloud Model
(Fortune)

Workday Rising: FYQ3 Earnings Offer Surprise Profit; Rev Outlook Beats (Barron's Tech Trader Daily)



Ad tech company AppNexus has filed for an IPO (Business Insider)
Long anticipated IPO planned for NY-based company; First Round Capital was an early backer.


First Round Capital: State of Startups 2016 (First Round Capital)

Entrepreneurs sense power shift back to VCs in annual First Round Capital survey (TechCrunch)

Bullpen closes its third fund at $75 million to back post-seed stage startups (TechCrunch)
Led by bi-coastal Philly area native Paul Martino.


WPP has formed a new unit that wants to create a rival to Google, Facebook, and Apple ID (Business Insider)
WPP's recent purchase of a stake in Princeton-based Invidi could certainly contribute to its plans.

Former baseball stars launch Dugout Ventures (PitchBook)
Who could turn down a term sheet offer from Big Papi?

70 years ago, six Philly women became the world's first digital computer programmers (Philly Voice)

Comcast's Fandango Buys Online Ticket-Seller Cinepapaya (Reuters via Fortune)

Internet of medical things: Malvern heart-tracker maker buys Mass. diabetes firm (Philly.com: Philly Deals)










Links 11/30: Coworking giant WeWork to open 4th Philly branch at former Stock Exchange; Amazon Web Services CEO Andy Jassy ‘optimistic’ AWS will become a $100B business, but no spinoff plans



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Comcast boosts ties to Penn IoT research (Updated) (Philly.com)

Speedy new rival for Verizon Fios and Google Fiber headed to 20 states (CNBC)

A Reckoning at Wharton, Trump’s Alma Mater (Bloomberg)

Paul Singer makes $1.4B investment in Cognizant Technology (NY Post)


QVC Appoints Bob Spieth to EVP, Customer and Business Services
Looks like an important promotion for a company that needs some change.

Coworking giant WeWork to open 4th Philly branch at former Stock Exchange (Philly.com)

Amazon Web Services CEO Andy Jassy ‘optimistic’ AWS will become a $100B business, but no spinoff plans (GeekWire)


Cognizant Stock Jumps On Elliott Stake, Buyback Urged (Investor's Business Daily)

Samsung Is Reportedly Considering Splitting Itself in Half
(Fortune)
Also under pressure from Elliot Group.

How Philly's leading e-commerce companies take on Black Friday (Philadelphia Business Journal)


Philly Tech People News 11/27/2016: Former SAP exec Lucas named Marketo CEO; Relay Network expands Senior Leadership Team





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Marketo Has Enlisted This Former SAP Exec as Its New CEO (Fortune)

Concur president Elena Donio leaving company after 18 years; Mike Eberhard assumes role (GeekWire)

Relay Network Expands Senior Leadership Team to Drive Scale, Innovation

Cable giant Comcast names new regulatory point person in Washington (Washington Post)

Report: Alphabet Taps Fiber Troubleshooter (Multichannel News)

Brett Berson is now partner at First Round Capital. Previously he was VP-Platforms.


Lincoln Financial Group Named Robert Klaczak Senior Vice President of Distribution Information Technology


Kirk McPoyle Joins Clinical Ink as Chief Commercial Officer

New editors to lead Philly newsroom's digital advance (Philly.com)

TechXtend Welcomes Former NJ Commissioner of Education to Their Team

Osage University Partners Promotes Matt Cohen to Principal (Finsmes)


Apple hires CMU AI guru Russ Salakhutdinov to lure over more talent (The Register)

Benchmark Capital co-founder Andy Rachleff takes over CEO role at Wealthfront (TechCrunch)

RHR International Announces CEO Succession Plan








Sunday highlights: Generational Change at First Round; New Jersey Tech Council looks back (and ahead) on 20th anniversary



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Moving On: Generational Change at First Round (Howard Morgan / Medium)

Executive Q & A: Five Below CEO Joel D. Anderson
(Philly.com)

Techno files: New Jersey Tech Council looks back (and ahead) on its 20th anniversary (NJBiz)

Memo to cloud providers: Stop selling pipe dreams (David Linthicum / InfoWorld)


Dell Boomi competitor MuleSoft looking at 2017 IPO


Tom Paine



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Gartner Magic Quadrant for Enterprise Integration Platform as a Service, March 2016



San Francisco-based MuleSoft is heading towards a probable 2017 IPO, according to reports. The cloud integration software vendor exceeded $100 million in revenue in 2015, and has a valuation as of its last round of $1.5 billion. MuleSoft was able to forgo an IPO in 2015 after landing a $128 million investment round led by Salesforce, bringing its total raised to $259 million.


MuleSoft's nearest iPaaS (what Gartner refers to as Integration Platform as a Service) competitor, all things considered, is Berwyn-based Dell Boomi. I'm not sure if Dell Boomi's revenue is quite up to MuleSoft's (though revenue isn't everything), but its valuation if it were a standalone should at least be roughly in the same ballpark, though perhaps a bit less.

By all reports, Dell Boomi has continued to perform well under CEO Chris McNabb's leadership. In general, both Michael Dell personally and what is now Dell Technologies have been very supportive of Boomi since acquiring it in 2010. And with the EMC deal, bringing various cloud enabling architectures with it, completed, it should open up new intracompany opportunities for Dell Boomi. Although corporate synergies don't always work out as expected.

It was interesting to note that Pivotal, which is still majority-owned by Dell Technologies despite selling large stakes of it to Microsoft, GE and Ford, has recently entered into a strategic partnership with MuleSoft. Of course, Pivotal has an emerging IoT-centric strategy and some aspects of MuleSoft's product line may be particularly well-suited for that.