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SA Editor Eric Jhonsa

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  • InvenSense -4.9%; Rosenblatt sees risk of losing iPhone 6 sales [View news story]
    The tweets are from reputable sources who have a good track record of passing on sell-side commentary. I think they're far from "useless."

    When the source material is publicly available, it's linked to.
    Sep 29, 2014. 10:05 AM | 4 Likes Like |Link to Comment
  • Report: Google requiring Android OEMs to pre-install more apps [View news story]
    The story wasn't "republished." Content was excerpted from the portion of the article that isn't paywalled. Many other sites have done something similar. Here's the link:
    Sep 26, 2014. 05:19 PM | 2 Likes Like |Link to Comment
  • Activist Starboard takes stake in Yahoo, calls for AOL merger [View news story]
    If SoftBank or Alibaba make a bid, things change. But I'm sure Yahoo has already spent a lot of time exploring how it could lower its tax bill as an independent company.
    Sep 26, 2014. 12:27 PM | 4 Likes Like |Link to Comment
  • SolarCity -2.3% AH on $500M convertible offering [View news story]
    Most likely, it's for near-term solar construction. The plant isn't expected to be completed before 2016.
    Sep 23, 2014. 06:18 PM | 2 Likes Like |Link to Comment
  • Intel cleared to invest $6B in Israeli plant [View news story]
    The story was also covered by Israeli media. Some of the articles have quotes from Israel's Finance Minister about the deal.
    Sep 23, 2014. 10:16 AM | 2 Likes Like |Link to Comment
  • King slides ahead of lockup expiration [View news story]
    As noted in the second bullet, many top shareholders agreed to extend their lockup until the Q4 report (likely arriving in February). But that doesn't cover all investors.
    Sep 19, 2014. 04:11 PM | 2 Likes Like |Link to Comment
  • Alibaba aims for $148B-$163B IPO valuation [View news story]
    While 320M shares are being offered, there will be 2.465B total shares outstanding following the IPO.

    2.465B x $60 = $147.9B
    2.465B x $66 = $162.7B

    Hope this helps.
    Sep 6, 2014. 02:21 AM | Likes Like |Link to Comment
  • Alibaba aims for $148B-$163B IPO valuation [View news story]
    368.1M is how many shares would be sold through the IPO if underwriters fully exercise their overallotment option. If the option isn't exercised, 320.1M will be sold.

    Each figure covers both new shares (for which Alibaba receives the proceeds, minus underwriting fees) and existing shares (for which it doesn't receive any proceeds).
    Sep 5, 2014. 04:40 PM | Likes Like |Link to Comment
  • Nokia bringing Here back to iOS; offline support stressed [View news story]
    Google Maps does support offline caching, but it's not very convenient. A user has to do a search, tap the info section that appears at the bottom of the display, select the offline save option, and confirm the name given to the saved image.

    Ideally, an offline feature should automatically save downloaded maps, up to a specified cache limit.
    Sep 3, 2014. 09:28 PM | Likes Like |Link to Comment
  • Samsung unveils Note 4/Edge; QCOM's Snapdragon 805 in some models [View news story]
    Samsung uses its own OLED panels for the Note's display. The panels, in turn, make use of OLED materials provided by Universal Display.

    No word yet on who's supplying the image sensor for the Note 4's rear camera. But Samsung has historically relied heavily on its own sensors.
    Sep 3, 2014. 11:57 AM | 1 Like Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Hey Charles, just saw your question. Been busy moving. Anyway, I'm guessing Publicis thinks it shares a lot of customers with Criteo, and (even if direct synergies aren't huge) sees a chance to cross-sell its brand/agency clients another service. One that happens to be seeing growing demand.

    Publicis might also be trying to please the French government by acquiring a local tech company. The government has made a big deal out of trying to keep local tech firms under French control. They even blocked Yahoo's bid for Dailmotion, though Dailymotion is just a niche player in online video.
    Sep 1, 2014. 04:04 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Rocket Fuel is a DSP, but it still considers itself a provider of retargeting services, as seen here:

    Admittedly, definitions vary a lot from place to place when it comes to ad tech. Also true for terms such as programmatic and RTB.
    Aug 29, 2014. 12:20 PM | Likes Like |Link to Comment
  • Rocket Fuel rallies following Criteo acquisition report [View news story]
    Rocket Fuel and Criteo are generally viewed as retargeting firms, in that they each rely on user data/algorithms to buy ad inventory and deliver targeted ads on behalf of clients.
    Aug 29, 2014. 12:07 PM | Likes Like |Link to Comment
  • Millennial Media's sales EVP leaves for Criteo [View news story]
    Spilman's remarks to AdAge indicate her departure from Millennnial was a voluntary choice.

    << Her decision to join Criteo, she said, came down to the opportunity. "Criteo is just a bigger company," she said. "I think that there is so much potential for growth." >>
    Aug 26, 2014. 09:56 AM | Likes Like |Link to Comment
  • CNZZ: Qihoo's search share tops 30%, Baidu's drops below 55% [View news story]
    It's possible CNZZ's numbers are off a bit, particularly when it comes to mobile, where tracking can be tough. But I don't think ad revenue is a good proxy for query/page view market share.

    As Google's search revenue relative to Yahoo and Bing shows, the market leader will have an outsized revenue share. Both because more advertisers flock to it, and keyword bidding is more competitive.

    Also, Qihoo just began monetizing their search platform last year. They're still in the midst of fleshing out their ad salesforce.
    Aug 23, 2014. 07:53 PM | Likes Like |Link to Comment