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Longstanding investor in Looksmart (and a 69 yr old ex-tradesman), who has a passionate interest in the problems of newspapers along with their success in all their monetisation attempts made, on the web. For the "times are indeed, a changin", I feel. [17th of Aug, 2011 - Print media... More
  • Reply to Thomas Jower's (own), "How to Fix Microsoft for $5 Billion" 5 comments
    Jul 1, 2009 8:50 AM | about stocks: LOOK, YHOO, MSFT, GOOG, OMTR, LOCM, MCHX, KOW

    (Unable to reply directly to his [and other's] fine thoughts, I'll do so here......)

    [Added today - 12th of May, 2011 -].

    Hi Thomas....

    MSFT won't need to spend one penny, ok? (But they may care to "donate" some of their 'savings' to you and me?)  - In fact, as a result of what we will soon see become (a happy announcement of search marketing's "Wedding of the Year" - the Century?), the MSN and Yahoo drawn-out courtship together will get to be consumated! After these two (finally), do get to "tie the knot". IMHO.

    .....A "union" that will see MSN's Publisher Center (in a revenue "split" type deal) get to "manage" the inventory for all of Yahoo's publisher interests (YPN) besides their, MSN's own. (That's includes, the full monetisation of all their 'collective' sites, etc)

    Yahoo then get to become a huge 'pure play' (stand-alone) Global Ad Network based around it's RME or, the Right Media Exchange. MSN's ads base gets to gradually "gravitate" across to YHOO via it's 'smooth' adCenter customer's "hand over" to it, from MSN.

    Yahoo's own sites will take on Bing and Yahoo then get to save 1 million annually. The newspaper consortium Yahoo currently have (850 odd brands) will (also) come under the MSN's YeildBuild PubCenter technology and will all get to take on Bing for their own respective site search requirements. Can you only imagine the collective "eye-balls" then achieved? And don't advertisers like to always go where their target 'market' hang about?

    Users can be more easily 'targeted' then, from 'partner to partner' and site to site. ACAP (a 'crawler' access protocol permissions), may well then be "enforced" on search engines, in some instances. A full range of Multi Media buys and such 'offerings' will be both 'sold' and bought in, by what is (now), an independently operated, MSN and Yahoo, respectively.

    .....And finally (much to your surprise, I'm sure Thomas) advertising interface 'technology' will be both provided and presided over by your (cough...) $18M purchase, in Looksmart....Looksmart's own SmartRotations (within it's AdCenter) has very similar features as does MSN's YeildBuild, a technology that Google's own "new" Ad Network (incoporating DoubleClick), has also installed. Both 'tech' would appear to have been built (in colaboration) under the same roof (so to speak), that houses Looksmart.

    Both YeildBuild and SmartRotations will provide 'universal' (same), real time data and analytics, plus both will (always) independently operate as 'opposites' in what will be a completely 'transparent to all' those at all times, who get to 'play'.  

    Yet, Looksmart's SmartRotations is designed for and on behalf of, the Advertiser, for Ad Agencies plus Global and any National Brand who may choose to buy their publisher's inventory from 'in house'.

    This MSN/YHOO 'deal' I see coming will get to "kick start" a Global (push-pull type) "live" (RTB) auction marketplace that can (will) see many other (strategically based Global) Ad/Pub Networks, then get to all 'join in' and quickly.

    ............With MSN "batting" for the publishers of the world and Looksmart's (own) "independent" technology that's on the side of the advertisers (who get to pay the bills, as usual), it's "game on". We then have a totally fair and "blind to each other" in each and every single "inter-connection" that promotes a healthy and sustainable marketplace.

    Each day that goes by (this 'scenario') really IS all, now very much appearing that way to me. The "signs" are there.

    Cheers Thomas. We have now just saved 'Mr Softy' that $5 billion!

    Hang on......Surely I must be dreaming?

    (Don't forget to follow Thomas on Twitter.


    ps; Disclosure....Long Looksmart. (LOOK)


    Themes: Search Advertising Stocks: LOOK, YHOO, MSFT, GOOG, OMTR, LOCM, MCHX, KOW
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  • Author’s reply » In relation to the following as posted above, please take note....


    "............With MSN "batting" for the publishers of the world and Looksmart's (own) "independent" technology that's on the side of the advertisers (who get to pay the bills, as usual), it's "game on".... We then have (what is) a totally fair and now a case of advertiser and publishers being "blind to each other" in each and every single (auction based) "inter-connection" that then promotes a healthy and sustainable marketplace."


    And Looksmart already have the "interoperability" or, "inter-connector" answer (through it's AdCenter) to the very question being put here, in this article......


    ...As overall ad exchange liquidity improves due to superior performance (supercharged with RTB – real-time bidding), the market will demand interoperability between all exchanges with data flowing and unlocking value wherever a single impression may match a client campaign’s goals



    Oh, that's right....Until Looksmart's CEO Ted West decides to "tell the world" about Looksmart and the AdCenter "inter-connector", we just can't be sure .... It's all a "secret", ok?


    And it does appear to be so much of a "secret" that posts on anything remotely near being on this subject (on the Yahoo Finance LOOK board) are very quickly "removed" by cyber "thugs" operating on behalf of share accumulators and maybe even, the Co...


    It's a sad position, indeed and one that I'm sure Yahoo's CEO Carol Bartz is unaware of, surely? Let's hope that we haven't a situation whereby Co appointed board "watch-dogs" report back to the Co of anything considered as being "sensitive"? Nah...In this "day and age" that couldn't possibly be the case.....Or, could this be so?


    The easy way out is to simply bar access......And that folks, is what has occurred..... My access to post on Yahoo Finance has now been denied. And this is not a form of CENSORSHIP in the "Land of the Free"?


    SHAME on YAHOO - SHAME !!!


    But (indeed), the "stakes are high" in this revolutionary change ahead (with the formation of a Global Marketplace and "one stop shop" for media buys almost in place) , as can be attested from the following:


    From the exclusive Sun Valley conference in Idaho (and according to this report), we could see the depressed economy taking years to turn around, is what News Corp Chief Executive Rupert Murdoch said on Thursday.


    "I'm shocked at the business mood, which is talking about either that we're at the bottom or going lower, but that it's going to take years and years, like five years at least, before we see any real growth coming out of this," Murdoch told Fox Business Network television in an interview at the conference. [But, I'm not so sure that you mean DIGITAL, Rupert? :) ]



    Then again, this article suggests that Telcos are expected to derive about $56 billion worldwide from non-mobile IPTV services by 2013, according to new data from Infonetics Research.


    The research firm also found the number of pure and hybrid IPTV subscribers worldwide more than doubled in 2008 to 26 million, and is expected to surge to about 155 million by 2013. As a result, IP set-top box vendor revenue is forecast to grow at an average of 14 percent annually between during the forecast period.



    [ VOD (Video on demand) and IPTV (Internet Protocol TV) would be supported by both subscription and advertising or, a combination of both it would appear. Generally speaking the broadband "push" upgrade (speed, etc) not only here in Australia (no doubt), has a lot to do with these projections being made....]


    Funding: -


    From Akamai (in the following link), we are told that ..........Each quarter, Akamai publishes a quarterly "State of the Internet" report. This report includes data gathered across Akamai's global server network about attack traffic, connection speeds, Internet penetration and broadband adoption, as well as trends seen in this data over time. It will also aggregate publicly available news and information about notable events seen throughout the quarter.



    [ And an 'insight' (and I have no doubt) into just how 'huge' the market for Advertising (on the web) will grow to. The "one-stop-shop" media "buy and sell" will be both 'offered' and provided for (in part - in time) by the likes of YieldBuild and SmartRotations and also facilitated by LookSmart's own AdCenter "inter-connector", is my opinion.


    It's the next "GOLD-rush" for smart investors who are prepared to do their "home-work" and are patient. And the "lobby" to support any investment made for the future comes from the top, as this next article clearly shows. ]


    < In a blog entry posted yesterday [contained in that link, below], Young-Bean Song, senior director at Atlas Institute, a division of Microsoft called for the digital ad industry to consider adapting its approach to metrics to mesh with more traditional measures like reach and frequency........ Such a shift is crucial for the medium’s growth, Song argues, particularly when it comes to convincing still-reluctant brand advertisers to shift more dollars online.


    “Brand advertising budgets represent about two-thirds of a $186 billion advertising market,” Song wrote. “Yet, only 5 percent of their overall marketing budgets are spent on the Web.”




    [ Yes, this will soon, all change and it will change quickly, too! And that, you can be assured of. IMHO.]






    ps; Disclosure....Long Looksmart. (LOOK)


    12 Jul 2009, 08:24 PM Reply Like
  • Author’s reply » Following on.....


    [ And an 'insight' (and I have no doubt) into just how 'huge' the market for Advertising (on the web) will grow to. The "one-stop-shop" media "buy and sell" will be both 'offered' and provided for (in part - in time) by the likes of YieldBuild and SmartRotations and also facilitated by LookSmart's own AdCenter "inter-connector", is my opinion.]


    Looksmart (in offering the "male" SmartRotations) is clearly on the side of Advertisers (as Michael Schroen had advised in the WebPro news video) and the likes of Burst Media will then possibly have (or, are probably using, IMHO) the YeildBuild "female" (opposite), and then be working on behalf of Publishers ....


    And that's what they clearly state on their website..You can be either "one or, the other" in this "new" game being played (as has been harped on, for ages here - and why MSN and Yahoo will IMHO, do a deal) and this is clearly stated by Jarvis Coffin, the CEO of Burst Media when he says:


    < "Ad network or publisher network, online networks must decide whom they serve.">


    He also says that Burst serve Internet publishers, in advising that ........


    <"This has been Burst Media's choice from the beginning. Burst is a seller's agent; a publisher's representative.">


    (Ad Networks: Do they Work for Publishers or Advertisers?)



    Burst, as I have previously offered above (IMHO), are probably using YieldBuild to be "inter-connected" via Looksmart's AdCenter to advertisers who are (also) utlising SmartRotations.


    In this testimony from here, they advise that..........


    <"Burst’s BPAC empowers us with robust, intuitive tools for managing creative content and tracking revenue stream">


    (Click on, Testimonials)



    Oh, and while Looksmart shareholders are pondering all of the above, check-out that list of "recent" advertisers (that include, the NYT, Microsoft and WSJ for starters), that can now get to "reach" Burst Media's huge Publisher Network, of publisher partners...


    And finally, yes, they (Burst Media) go a long way IMHO, in helping provide that "doubling" of Looksmart's AdCenter distribution networks to (what is now grown to be), over "a billion" daily queries.



    Looksmart (LOOK) on it's close of (just) $1.13pps on Friday, has a Market Cap of just $19.32M ......In Looksmart's Q1 - 2009 Report, the Company ended the quarter with $30.5 million in cash, cash equivalents, and investments....




    The utter "stupidity" and lack of researched knowledge of those within the market, never ever, ceases to amaze me....But as always, just an opinion!






    ps; Disclosure....Long Looksmart. (LOOK)


    Not too far to go now, Folks, is MHO....Cheers!
    12 Jul 2009, 08:40 PM Reply Like
  • Author’s reply » ##...Oh, and while Looksmart shareholders are pondering all of the above, check-out that list of "recent" advertisers (that include, the NYT, Microsoft and WSJ for starters), that can now get to "reach" Burst Media's huge Publisher Network, of publisher partners...##


    And ALL have to be "inter-connected" (or, they do need to have that kind of "interoperability"), as has been spoken of, in a previous post.......


    Recent Advertisers


    • Adidas
    • Alamo
    • Allstate
    • Black&Decker
    • Capital One
    • Conair


    • Crest
    • Days Inn
    • Disney
    • Delta
    • Equifax
    • ESPN
    • Expedia


    • Ford
    • General Motors
    • Lane Bryant
    • McAfee
    • Michelin
    • Microsoft
    • NY Times


    • Skechers
    • Sony
    • State Farm
    • Verizon Wireless
    • Walgreens
    • Wall Street Journal
    • Weight Watchers
    • World Wildlife Fund


    Looksmart had clearly told the Market from within it's own Conferance Call (following Q2 - 2006 and) words contained within that transcript ....(sic).. (And we can "only" assume it was meant to be, "AdCenter" and NOT the "typo", in 'ad content' ...)...That....


    ### - The company signed four new licensing customers for its 'ad content' during the quarter.


    These new customers are Active Athlete Media,, NBC search, and Reed Business Information. has signed on to use the product and the company looks forward to working with them. Frazoo,,, Fox TV Stations and The New York Times joined other publishers.###


    Oh,the FULL TRANSCRIPT (of that Q2 2006, CC)



    Naturally, that Link (containing those above very words from Looksmart), is no-where to be so easily found. And the very kind of "CENSORSHIP" (of content), THAT again hilights the urgent need to have this kind of continued GREED form, STOPPED !!


    About Looksmart's (reversed, "clone" of yieldbuild?), SmartRotation....


    ##..LookSmart Delivers Better Value to Advertisers with CPA-Optimized Ad Rotation


    SAN FRANCISCO, Apr 21, 2009 (BUSINESS WIRE) -- LookSmart, Ltd. (NASDAQ:LOOK), the search advertising network and management company, today announced the limited beta test of SmartRotation, a cost-per-acquisition (CPA) driven tool that uses a tracking pixel to automatically optimize campaigns based on the best-converting ad creative. SmartRotation is part of a larger beta test of ad rotation and is the latest addition to LookSmart's award-winning AdCenter, a powerful ad serving and keyword auction platform that enables advertisers to manage return on investment (ROI) through increased targeting and tracking.


    LookSmart's AdCenter processes more than a billion daily queries for LookSmart's syndicated network and is used by thousands of advertisers via self-service accounts, dedicated managed services and bid management through advanced API technology.##




    It's all there Folks....




    Disclosure....Yes, LC is ......Long Looksmart. (LOOK) :)
    12 Jul 2009, 09:09 PM Reply Like
  • Interesting thoughts, good reading.
    I was just wondering about the first sentence of your post: "(Unable to reply directly to his [and other's] fine thoughts, I'll do so here......)" - did you mean that you couldn't find an appropriate feature on the site to reply to or comment on other's articles / posts / StockTalks?




    16 Jul 2009, 10:14 AM Reply Like
  • Author’s reply » Thanks for your kind words Rita .....


    I simply couldn't get my reply on Thomas Jower's (own), "How to Fix Microsoft for $5 Billion" to stick, so to speak....It wouldn't accept my reply...Not to worry.


    And I do note that this kind of(Microsoft/Yahoo) "deal" is starting to "firm up" in many person's eyes now .... It's a certain, in my reckoning.


    18 Jul 2009, 07:44 PM Reply Like
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