Time Warner Inc. (TWX)

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  • commenter
    BayAreaGoogl
    eGuy
    Jul 25 11:50 AM
    5 Key Quotes from Google on the Internet Industry [view article]
    Oh, and a quick NS lookup for Sanmina.com (listed as a new Google Apps "user" shows their email MX record pointed toward Message Labs...a Postini competitor.

    Can't those Google execs get their facts correct?     Reply
  • commenter
    BayAreaGoogl
    eGuy
    Jul 25 11:47 AM
    5 Key Quotes from Google on the Internet Industry [view article]
    GE using Postini? Hmmm...When I do an NS lookup for all listed GE domains (on the GE web site), I see NONE of those domains pointing their MX records toward Postini. If MX records don't point to Postini, then email ain't going through the Postini scanners. So, where is Postini within GE? Mmmmm? But that doesn't detour the Google PR team to get ahead of this story.

    Google cannot document all those 500,000 "users" of Google Apps as bona fide PAYING customers. 99% of that half million Google Apps "users" are using the FREE version of Google Apps.

    Google needs to be a whole bunch more HONEST as to the difference between a "user" who doesn't PAY for Google Apps, and a "customer" that does pay.

    But then again, Google ain't very honest about how poorly received Google Apps has been. I mean, Google has "released" Google Apps at least three times.

    Reply
  • commenter
    Terry S
    Jul 25 11:04 AM
    AOL To Shutter a Slew of Products [view article]
    Michael,

    I always enjoy your commentary and I read your articles regularly. In fact, I have you marked so I see all of your work when published.

    In light of your knowledge and coverage of AOL and their continuing struggle to keep pace with a changing online environment, I was wondering if you would mind providing some commentary on another article that appeared here a while back regarding Platform A. Keep up the excellent work!

    Why AOL's 'Platform A' May Not Make the Grade

    by: John Harris posted at SeekingAlpha.com on: June 18, 2008 | about
    stocks:

    MDVX.OB / TWX

    Back in September, AOL (TWX) today announced a series of changes it was making to position the company as the world's largest and most effective advertising network, building on its industry-leading Advertising.com network and the recent acquisitions of TACODA, Third Screen Media, Lightningcast, Adtech, Quigo and Bebo, collectively purchased for what must be close to $2 billion dollars. The realignment marked the final stage in AOL's transition from an access business to a global, ad-supported Web company.

    The new entity, called Platform A, says it is offering advertisers
    access to the most sophisticated targeting and measurement tools
    available in the marketplace across Platform A's unmatched network
    of third-party sites, as well as AOL's owned and operated sites.
    Platform A is said to already reach more than 90% of the domestic
    online audience, according to comScore Media Metrix. Platform A
    builds on the success of Advertising.com, which operates the largest third-party display network, and integrates behavioral targeting leader TACODA, Third Screen Media, which operates the largest mobile media network, market leading video ad serving platform Lightningcast, and ADTECH's global ad serving platform.

    In recent weeks, the company announced plans deploy Tacoda's
    technology across the whole Platform A network. In an article
    written by Fred Aun published at Clickz.com titled "AOL's Platform A
    Integrates Tacoda Across Network" Platform A President Lynda
    Clarizio, said players in the online ad industry are now insisting
    on scale and precision with consumer targeting options. She said the use of Tacoda's BT technology will help Platform A satisfy that
    demand.

    "We'll replace all of Advertising.com's existing behavioral
    technology with Tacoda's behavioral product," said Clarizio. For re-
    targeting campaigns, Platform A will continue using Advertising.com
    Advertiser Leadback technology and migrate Tacoda Encore clients to the Advertiser Leadback platform, she explained. Clarizio said the
    integration gives Tacoda the full benefit of reaching all of
    Platform A's 180 million unique visitors, representing 91 percent of
    the U.S. Internet audience. She said she considers Tacoda to be the industry's best behavioral targeting technology. I guess that makes sense, they did pay David Morgan and his team $275 million after all for it.

    It all sounds great doesn't it? Ah yes, but Ms. Clarizio failed to
    mention a potential large problem that could literally prove to be a
    show stopper. Tacoda is being sued for patent infringement by a
    company who appears to be the rightful owner of the "patented"
    technology she herself refers to as "the industry's best behavioral
    targeting technology".

    That's right! It appears Tacoda, said to be acquired solely for
    their technology and not their people, owns not a single issued
    patent on the technology they sold to AOL! They must have seen the value in patenting it since it is "patent pending" but you obviously can't obtain a patent for technology someone else patented many years ago. This `already patented" technology is the exact same technology that they intend to make a cornerstone of Platform A, allowing them to monetize AOL's $2 billion dollar plus investment. I know, say it isn't so!

    It get's even better, according to Modavox's (MDVX.OB) just released filings, they just sent a Cease and Desist letter to AOL, LLC President & Chief Operating Officer regarding Ms. Clarizio's exact stated plans to utilize Tacoda across all of Platform A.

    On May 16, 2008, Modavox served a Cease and Desist letter to the
    AOL, LLC President & Chief Operating Officer. We advised of the
    possible expansion of our current action against Tacoda to include
    AOL, LLC if they intend to utilize the Tacoda Advertising process
    throughout the AOL, LLC "Platform A" as described in recent
    publications and news releases. We have informed AOL, LLC that a non-exclusive license to the patents-in-suit are available; however in the absence of a license AOL, LLC's published intention to make the Tacoda solution available across the Platform-A Network will in fact infringe upon well identified patents. As of June 1, 2008, the
    matter remains unresolved.

    So I ask a couple very simple questions of Ms. Clarizio and Mr.
    Falco. In light of the importance of Platform A to AOL's future, the
    fact that at least a couple billion dollars has likely been spent in
    it's formation, the fact there have been suggestions it will be spun
    off into it's own publicly traded company, and the fact Platform A
    is clearly predicated and reliant on Tacoda's behavioral targeting
    technology to monetize your audiences through online advertising,
    what if you lose this lawsuit? What if one of your competitors buys
    this small company and leverages it against you?

    Until this important issue is resolved, it appears AOL's Platform A
    may not make the grade.
    Reply
  • commenter
    Jack K
    Jul 25 12:38 AM
    More Evidence That Online Advertising Is Slowing (and Newspapers Are Suffering) [view article]
    What goes around...
    Many/Most newspapers support left wing socialist democrats.
    As the business industry that they despise makes less money there is less dollars for advertising. They, along with all of us, suffer as a result of their decisions. As the government they love usurps more of our money, we have less available to buy their rags.     Reply
  • commenter
    iThinkBig
    Jul 24 11:22 PM
    My Website
    Online Advertising Is Not Immune -- Gannett [view article]
    Marketers offline and online will now learn the meaning of "risk sharing" with clients. Reply
  • commenter
    earn extra
    money
    Jul 24 06:23 PM
    My Website
    Online Advertising Is Not Immune -- Gannett [view article]
    If only Someone could say I need money and click a link and money start shooting out of their pc that would be cool let me know if you ever find a way to do that lol Reply
  • commenter
    omooc
    Jul 22 02:23 PM
    My Website
    Ends In X - Cramer's Stop Trading! (7/21/08) [view article]
    How about just "x"? It is to report earnings 7/29. Reply
  • commenter
    The Shepherd
    Jul 21 05:08 PM
    My Website
    The End of Broadcast TV Nears [view article]
    I don't understand why the stockholders don't demand more from TV executives. Sort of reminds me of General Motors, "We just need to market the product right, more gas hogs, more Hummers". TV is a vast wasteland, I too say, "Let it die". I canceled my satellite service in 2002 and have been TV free since then. Reply
  • commenter
    Not
    surprised
    Jul 21 02:56 PM
    The End of Broadcast TV Nears [view article]
    Like the movie studios, the networks have become divisions of very large multi-national corporations with many other interests.Each division must show substantial profits or else. The result is the production of least common denominator tv and films notwithstanding the abysmal content of the product.TAKE NO RISKS in the choice of material.I write this as a former film producer and studio executive of many years standing. Reply
  • commenter
    Nigel
    Shiftright
    Jul 21 02:19 PM
    The End of Broadcast TV Nears [view article]
    What a great article! As an engineer that deals with broadcasters and networks, I learned several years ago that with minor exceptions, the technology and programming are irrelevent to management. They don't want to pay for anything unless it interrupts the flow of the commercials. Good enough is good enough. Redundancy? Nobody's watching our digital anyways. 2009 is going to be a lot of fun. Reply
  • commenter
    contrariwise
    Jul 21 12:06 PM
    Is Online Search Microsoft's Vietnam War? [view article]
    Just to be clear, Vietnam is a country, not a failure. The *Vietnam War* was a failure for the United States. So, a more appropriate title for your article would be "Is Online Search Microsoft's Vietnam War?". Or, "Is Online Search Microsoft's Iraq War?". Or, "Is Online Search Microsoft's George W. Bush?".

    Reply
  • commenter
    User 190816
    Jul 21 10:12 AM
    My Website
    The End of Broadcast TV Nears [view article]
    another in the long long line of shock columnists pronouncing the death of broadcast TV. but i have to say this is the first time i've read in the same article the solution is the same = broadcast TV.

    you can't have it both ways. which is it? (here's a hint: see your own line about "people don't have an Internet room in the house")

    Reply
  • commenter
    CT
    Programmer
    Jul 21 08:49 AM
    The End of Broadcast TV Nears [view article]
    Good article, but I think your "big show" type of thinking won't go far anymore with TV, or any other media for that matter. I'm 40, and when we were kids there were basically 4 or 5 channels to watch. You still watched on days when, if you had been the program director, shows were on that you wouldn't necessarily put on. Sure, there were really good shows on. But if there had been adequate competition, would you really have watched one of the big three networks during prime time? How many half-hour shows had good ratings just because they were plugged in between the good half-hour show at 8pm and the good show at 9pm? "Good" content is relative. People say that there are 200 channels on cable and nothing to watch, but the reality is that out of those 200 channels they may be interested in about 10 of them, but someone else would pick 10 different channels. Media is now spread out amongst a vast array of programming that can't possibly hope to attract the huge audiences of the past because not everyone is interested in the same thing. Your Superbowl analogy is an anomaly. I wasn't one of those millions of viewers because I can't stand football. You put on nothing but football on TV and you're lost me entirely. What will save the big media companies is to continue to buy up the little channels, but keep the targeted programming. Look at how many cable channels NBC owns now. The ad revenues will be lower for any given channel, because the audience is smaller, but the scale of the entire multi-channel operation will provide the revenues.

     Reply
  • commenter
    crowdofcheer
    leaders
    Jul 21 04:02 AM
    The End of Broadcast TV Nears [view article]
    if you want to know what's going to be "red hot"? : just wait till analog is outlawed in 2009. local pirate broadcasts are going to be what every intelligent curious entertainment goer is going to be watching. this country's population is already super-thirsting for unfiltered broadcast, and only satellite can deliver something remotely related to that. but even satellite can't deliver real unfiltered mystique as illegal local origination broadcast. the nonsensical Congressional ban on analog is only going to help that along very nicely.

    does this help anyone in investing? no. do i care? no. fact: young people don't watch network TV. the profit engine of advertising is falling in conjunction with that. you can bring up any Nielson stat you want, nothing is going to change the reality.

    broadcast TV has lost touch with people. finished.     Reply
  • commenter
    sped
    Jul 20 07:31 PM
    Companies Cashing in on 'The Dark Knight' [view article]
    Try biggest opening weekend ever:
    apnews.myway.com/artic...     Reply

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