The Nature of the IBM ‘Crisis’
(New York Times: Bits)

Coming of Age in Cloud Computing (New York Times: Bits)

Unisys Sees Q3 Revenue Rebound (CRN)

EMC Q3 Misses Estimates as Company Prepares to Buy Out Joint Venture (Re/code)


Antitrust experts slam Comcast merger plan, warn of threats to Netflix and Amazon Prime (Gigaom)


Links 10/21/2014: McDermott reassures that SAP's on track in Cloud; can Salesforce deliver on complex business processes?




Dreamforced: Can Salesforce.com Deliver the Complex Business Processes it Aspires To? (Joshua Greenbaum/Enterprise Applications Consulting)

SAP Cloud Plan On Track, Says McDermott (Information Week)


A refreshing start to SAP TechEd && d-code 2014 (Diginomica)

Mirantis Scores $100M To Continue Quest To Be Enterprise OpenStack Leader
(TechCrunch)
SAP among investors in round.



Epicor buys QuantiSense to boost Big Data services for major retailers (Diginomica)


Verizon FiOS Sub Growth Slows Again In Q3 (Multichannel News)

Pure Play QVC Group Tracking Stock Begins Trading On NASDAQ (PR Newswire)

Unisys Announces Third-Quarter 2014 Financial Results
(PR Newswire)


Neat, after period of organizational changes, seeks broader market; Partners with HP on product



Tom Paine



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The Neat Company and HP announced in late September that HP was bundling Neat's Smart Organization System, the cloud-based scanning and information extraction and storage tool, with HP's Officejet 8040 printer. The partnership is a first for Neat, which has sold its products separately through retail and online channels in the past. Neat is not contributing any hardware, but only its cloud software service.

The HP Officejet 8040 with Neat e-All-in-One Printer is available in the United States for a starting price of $399 in retail stores and online. That includes a three-year subscription to the NeatCloud service.

The recently announced intent to split HP into two companies is not expected to have any impact on the product, which will fall under HP's proposed Printers and PC business.

Whether the bundling of its products with others will be a major boost for Neat remains unclear, but the HP arrangement continues a shift away from hardware towards software which has been occurring for some time, although Neat Vice President-Product Management Chris Barbier stressed in an interview with Philly Tech News that it is still very much in the hardware business and the HP offering doesn't replace any existing Neat product.

Neat has gone through many changes over the past two years, since reporting revenue of $110 million in 2012. Almost the entire senior management team has turned over, and Ron Kaiser, a board member since 2012 who has served with other Edison Partners (Neat's principle investor) ventures, replaced Jim Foster as interim CEO late last year, though Foster is still on Neat's board. A Neat spokesperson tells me a new permanent CEO will be named soon.

Comments on Glassdoor (admittedly not always a reliable indicator) do suggest with some consistency that 2013 was a rough year organizationally and financially, although no update on the financial picture was offered by the company. But it did provide this response to my inquiry:

"Last year Neat accelerated the company’s efforts toward its cloud strategy – opening up an entirely new chapter in the company story. The release of NeatConnect (already one of the Nations’ leading Wi-Fi scanners) and the advancement of NeatCloud and Neat’s mobile application took precedence over our traditional hardware and desktop software. Integrating our cloud capabilities into other manufacturers’ hardware is another example of our evolved approach. That evolution has been reflected in the changing interests and skill sets of the Neat team over time.”

Neat's total customer base, I confirmed, has roughly doubled from the 1 million that it indicated it was at when I spoke with them about two years ago.

Bsrbier said Neat is placing more emphasis on the SME (small and medium enterprises) segment in addition to the SOHO (small office, home office) segment, but is not going after the large enterprise segment. The HP announcement seems targeted more at the SOHO market, though. I see some indications that Neat might be over its rough spot (though no confirmation), and its WiFi-enabled NeatConnect product introduced late last year was well received. Barbier indicated Neat may expand its applications to encompass other accounting and customer relations management tasks.

Edison could be looking towards a future exit strategy for Neat, though I'm not sure if Neat is a strong enough or broad enough standalone play for an IPO right now. Perhaps a sale to a larger company could occur, but a combination of companies with complementary technologies serving the SOHO & SME markets might be intriguing. In the mean time, it might try more joint product partnerships.


Philly Tech People News 10/19/2014: VenturefOrth acquired by Infonautics co-founder Weinberger

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Co-working space VenturefOrth gets new leadership (Philadelphia Business Journal)
Acquired by company controlled by Marvin Weinberger, who founded Infonautics along with Josh Kopelman.

MRO Names Steve Hynes Chief Executive Officer (Business Wire)

Rovi Names Bob Ivins Senior Vice President, Business Development (Business Wire)

Industry Leaders Bring Decade of Compliance and Data Management Experience to Veeva Europe (PR Newswire)

ERT Announces Updates to Executive Management Team
(PR Web)




Investing in You: Philadelphia is sizzling hot for start-ups (Philadelphia Inquirer)

Coupa and NetSuite form ‘unique’ selling partnership
(Diginomica)

Google’s Biggest Competitor…is Amazon (Gideon Rosenblatt/Medium)
Doesn't even mention eBay, which may (or may not) be significant.

Apple Pay hits U.S. stores Monday -- assuming buyers can find anywhere to use it (Computerworld)






She's helping get women founders in front of investors (Philadelphia Business Journal)

Third-party, open source AWS management tools offer unique benefits (SearchCloudProvider)
Discusses Philly's Cloudnexa.

DEAL TALK: U.S. DOJ digs into Comcast's Internet reach in merger review (Reuters)


Update from Dreamforce 10/16: Peoplelinx' new Salesforce1 app: City of Philadelphia on IoT




Tom Paine




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PeopleLinx' Michael Idinopulos takes an expansive and interesting look
at Dreamforce
in this blog post, particularly noticing the confusing glut of analytical products.

BTW, PeopleLinx partially introduced its new app on the Salesforce1 platform at Dreamforce, and Idinopulos tells me they will be officially announcing it once it's live in the AppExchange later this fall. On the Dreamforce website, PeopleLinx' session at the event is described as follows:

"This session will look at real-world examples of how large B2B sales organizations are bridging the gap between social selling and CRM integration, and improving sales team effectiveness in the process. The session will also provide the first public demo of PeopleLinx’s “Social To-Do List”, a new Salesforce1 app that automatically guides sales professionals to integrate social connections into pipeline management across desktop and mobile devices."

Apparently, this is what the City of Philadelphia talked about at Dreamforce yesterday: "Cities of the future are here now and are leveraging Salesforce. The city of Philadelphia is building their city on IoCP and their session can be found here: We Built this City on IoCP: Connecting Citizen to the Cloud."


See full post: Philadelphia Salesforce.com ecosystem on display at Dreamforce '14


Links 10/17/2014: Urban Outfitters' sales slump continues; SAP Ventures now Sapphire Ventures



Venture capital in health IT drops to $956M in Q3, but global investment increasing (Med City News)

Comcast Blamed for Demise of PWC Employee’s Career (Bloomberg)
O'Rourke files suit.


Qlik Sense Makes Sense for Qlik (Ventana Research)

Urban Outfitters Tumbles as Sales Slump Threatens Profit
(Bloomberg)

Meet John Pomp: Philadelphia's glassblowing, surfing CEO (Fortune)

Dreamforce 2014: Announcements, Paradigm Shift, Crowds (Denis Pombriant/Enterprise Irregulars)

SAP Ventures Changes Name to Sapphire Ventures, Expands Focus (Wall Street Journal: Venture Capital Dispatch)

SAP launches enterprise apps for smart glasses (ZDNet)


Zayo: Dark Fiber Provider Jumps 18% on IPO (Barron's Tech Trader
Daily)

When Uber and Airbnb Meet the Real World (New York Times)


Links 10/16/2014: Salesforce takes aim at SAP; Comcast's plans to rev up NASCAR





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Salesforce’s Plan to Bring in its Next $20 Billion–and Stomp SAP (Wall Street Journal: Digits)

Salesforce aims to surpass SAP (ZDNet)

The building Block of a new dynamic at Salesforce.com? (Diginomica)

Tech exec or Dr. Feelgood? At Dreamforce, Salesforce CEO has it both ways
(Fortune)

IBM and SAP: A Cloud Pact That Solves Problems and Holds Promise (New York Times: Bits)

SAP Ventures Becomes Sapphire Ventures (News Release)


In the wider world of domain names, the address is key (Philadelphia Inquirer)


CBS Offers Web Viewers All-Access From ‘MacGyver’ to ‘Good Wife’ (Bloomberg)

Comcast has bold plans for NASCAR coverage (AP via Salt Lake City Tribune)

Pai Worried FCC Might Be Heading Toward Title II (Multichannel News)

Apple Pay launches Monday with support from Starbucks, Macy's and others (Engadget)


eBay’s Same-Day Delivery Experiment Is Essentially Dead (Re/code)

Johnson & Johnson to IBM: 'Watson, come here. I want you.' (Fortune)

University City Science Center gets $1M grant to advance start-ups (Philadelphia Inquirer)



AlphaPoint, seeking to improve functioning of digital currency exchanges for Bitcoin and others, raises $1.35 million





Tom Paine




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A New York-based startup headed by King of Prussia-based LiftDNA (acquired by OpenX) founder Vadim Telyatnikov has received $1.35 million in funding, coming primarily from the Philadelphia venture community.

AlphaPoint provides technology to support digital currency exchanges, with Bitcoin the main currency being traded today.

Scott Becker of Google-acquired Invite Media, Gabriel Weinberg of DuckDuckGo, Robin Hood Ventures, and Ben Franklin Technology Partners are among the investors.

In addition to New York, AlphaPoint has offices in Philadelphia and San Francisco. Joe Ventura is founder and CTO. AlphaPoint seeks to address the "disparity among digital currency exchanges when it comes to usability, credibility and reliability".