Yahoo! Inc. (YHOO)

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  • commenter
    Jul 17 08:32 AM
    Steve Ballmer Plays Defense [view article]
    Yang's Yahoo has better growth prospects, it appears than MSFT. Having proved utterly incapable of innovating, or even UPDATING their core product, Windows, MSFT seems in a panic to find new revenue streams. Look at their desparate, doomed attempt to transform the money-losing XBox platform into a home theater by going in with Netflix. How long before MSFT's Board gets a clue and ousts Ballmer? My guess is "not nearly soon enough". Reply
  • commenter
    Jul 17 06:38 AM
    Steve Ballmer Plays Defense [view article]
    MSFT + AOL would split YAHOO into two co. YAHOO SEARCH + AD business for MSFT and YAHOO CONTENT fo AOL :

    HINT : sum of the part valuation is $33 !
    Reply
  • commenter
    Jul 16 11:55 PM
    Wall Street Breakfast: Must-Know News [view article]
    The metals stock to buy immediately as it goes into its exponential earnings announcement soon to come: SID (CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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    Last: 40.12+0.48+1.21%

    Known on exchange as SID

    4:02pm 07/16/2008

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    SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
    "You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
    Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
    "[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."
    Reply
  • commenter
    Jul 16 10:28 PM
    Where Is the Online Video Advertising Revenue Going? [view article]
    I could talk about all the things that blinkx seem to be doing all day, but I dont want to bore you all. It does seem to be the next big thing in Video. Newscorp, Google, and Microsoft have all been rumoured to be viewing it as a possible takeover target recently.

    This article talks about the blinkx Content Correlation Engine and how it allows media companies that today attract some of the largest and most profitable online audiences to automatically match textual and video assets on every single page of their websites, seamlessly morphing readers into viewers, in order to drive massively increased revenues

    www.reuters.com/articl...
    Reply
  • commenter
    Jul 16 10:14 PM
    Where Is the Online Video Advertising Revenue Going? [view article]
    Doug,

    Its been reported that blinkx have been getting CPM's above $60 for ads run against content like ITN news clips, and this deal was recently extended.

    Blinkx have deals with hundreds of others ites that want to monetize their content, it may be worth you getting in touch with them? see the partners they have here: www.blinkx.com/partner...

    and see this article below:

    SAN FRANCISCO, CALIF. – July 2, 2008 – blinkx, the world’s largest and most advanced video search engine, today announced that it has won an extension contract that will augment the scope of its advertising partnership with ITN, one of the world’s leading news and multimedia content companies. Under the terms of the new agreement, ITN will use AdHoc, blinkx’s patented contextual advertising platform for online TV and video, to serve advertisements on the ITN website and its syndication partner sites, including Bebo.

    Through AdHoc, ITN has already been effectively monetizing its premium news content on the blinkx.com network for over six months. During this time, ITN achieved a significantly better return, greater search volume, and higher monetization through blinkx than through other syndication partners.

    AdHoc uses blinkx’s patented speech-to-text transcription and visual analysis technology to understand video content more thoroughly and effectively than any other service today, and can therefore dynamically place the most pertinent advertising against it. The AdHoc platform offers media companies and advertisers a unique value proposition -- video advertising which combines the emotive power of TV promotion, with the relevance and utility of contextual search advertising.

    The confluence of ITN’s premium TV content, blinkx’s extensive syndication network, and AdHoc’s uniquely powerful targeting capabilities was a formula for success. By extending its partnership with blinkx, ITN aims to achieve similar returns by leveraging the AdHoc platform to deliver contextually relevant video advertising on its own website and across its distribution partner sites.

    “We’re thrilled to be broadening our relationship with ITN,” said Suranga Chandratillake, founder and CEO of blinkx. “News content is one of the most popular categories of online video and there’s clearly a tremendous opportunity for monetization. The success of our partnership with ITN is evidence that the blinkx AdHoc platform is a uniquely powerful solution for online video advertising today.”

    “We’ve been delighted with the results of our partnership with blinkx and are looking forward to implementing the AdHoc technology on our site,” said Nicholas Wheeler, managing director, ITN On. “blinkx AdHoc has proven that it can achieve significant monetization of our content, effective marketing for advertisers and, most importantly, a useful, non-disruptive experience for our audience.”

    As a pioneer in video search technology, blinkx has built a reputation as the most effective way to search new forms of online content such as video. With more than 350 partners and 26 million hours of indexed video and audio content, including favorite TV moments, news clips, short documentaries, music videos, video blogs and more, blinkx uses advanced speech recognition technology to deliver results that are more accurate and reliable than standard metadata-based keyword searches.
    Reply
  • commenter
    Jul 16 10:02 PM
    Where Is the Online Video Advertising Revenue Going? [view article]
    Blinkx is becoming an increasingly significant player, lots of ads can be seen on their channels on blinkx.com

    This is worth a read for some background on blinkx, but there is a lot more to blinkx than Red Label, for example Ad Hoc and BBTV:

    AN FRANCISCO, CALIF. – JULY 16, 2008 - blinkx, the world’s largest and most advanced video search engine, today announced the availability of blinkx Red Label, a complete, flexible solution that enables customers to harness the Video Web and capitalize on the thriving online video advertising market. Under the terms of a Red Label agreement, blinkx will deploy and power its patented video search technology on customers’ sites, delivering new revenue through advertising. Implementing blinkx Red Label is fast and free of charge, and gives customers access to the largest and most diverse index of video on the Web, as well as blinkx’s industry-leading search technology.

    With the ubiquity of broadband, consumers today want and expect video to be part of their online experience; blinkx Red Label enables customers to incorporate rich media into their Web sites, enhancing the user experience and appeal of the site, while increasing its potential for monetization. The solution leverages blinkx’s patented, award-winning video search technology, and draws on the 26 million hours of premium video content in the blinkx index.

    blinkx Red Label is an end-to-end solution that will be offered in two tiers based on the size of the portal or Web site: one for larger customers that will involve blinkx services, and the other a self-service portal for smaller sites.

    “Whether you’re launching a new Web site, or want to integrate rich media into an existing site, blinkx Red Label delivers a complete solution for your video needs,” said Suranga Chandratillake, founder and CEO, blinkx. “We offer immediate, up-to-date access to the Web’s largest index of top quality video in addition to the world’s most powerful video search technology, with fast, easy integration.”

    Unlike other search engines that attempt to repurpose technology built for the Text Web, blinkx uses a unique combination of patented conceptual search, speech recognition and visual analysis software to find and qualify online video more effectively than any other service today.

    Benefits of blinkx Red Label

    Fast, Easy Integration: There are no setup or professional services fees to deploy blinkx Red Label, and the average implementation takes just three hours. There are two available models for implementation:

    • Fully Hosted: search results are hosted at blinkx.com, with the look-and-feel of the customer’s site
    • XML: provides customers with complete control over display and on-page integration

    Broad Flexible Functionality: A broad range of functionality enables customers to integrate blinkx Red Label in a variety of ways to best serve their site’s design and purpose. From advanced sorting and filtering features, including language and family filters, to innovative display and integration options, such as the unique blinkx Video Wall, blinkx Red Label can be customized to meet customers’ needs.

    Instant Monetization: Online Video Advertising is the fastest growing segment of online advertising. Forrester Research predicts the market will reach $7.2 billion by 2012. blinkx Red Label enables customers to maximize revenue by using their own ads or ones delivered by blinkx. Highly targeted advertising can be delivered in a variety of innovative, user-friendly formats which yield a high CPM.

    Complete: With access to 26 million hours of content from a wide range of sites across the Internet, blinkx Red Label delivers the most comprehensive, most current and most accurate Web video index in the world. blinkx’s 350 content partners include top tier media companies and premium niche content producers.

    For more information on blinkx Red Label, please visit blinkx.com/products/Re....
    About blinkx

    blinkx plc (LSE AIM: BLNX) is the world's largest and most advanced video search engine. Today, blinkx has indexed more than 26 million hours of audio, video, viral and TV content, and made it fully searchable and available on demand. blinkx's founders set out to solve a significant challenge – as TV and user-generated content on the Web explode, keyword-based search technologies only scratch the surface. blinkx's patented search technologies listen to – and even see – the Web, helping users enjoy a breadth and accuracy of search results not available elsewhere. In addition, blinkx powers the video search for many of the world's most frequented sites. blinkx is based in San Francisco and London. More information is available at blinkx.com.

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  • commenter
    Jul 16 05:09 PM
    Talk of AOL-Yahoo Combo Raises Its Ugly Head (Again) [view article]
    I'll go out on a limb and predict that Microsoft will wind up with both, whether it be through Yahoo! first buying/merging with AOL, or a combined deal.

    Then again, tying up that much capital in AOL AND getting Yahoo! at a price the Yahoo! board and stockholders will go for seems like a bit of a stretch. However, due to China having new laws/whatever in effect, Microsoft would have to sell off the Asian assets of Yahoo! which could make it all feasible overall.

    Of course, it'd be simpler if Microsoft just either threw enough money for a whole Yahoo! or actually did walk away, and mean it this time.

    Whatever the final result, being a pawn in the whole thing, I have hopes for one thing: that Carl Icahn loses money in the whole deal, seeing as he has zero interest in long-term benefits other than to his short-term profit prospects. After all, he doesn't know squat about the tech world, and definitely this is all out of his realm.
    Reply
  • commenter
    Jul 16 04:32 PM
    Talk of AOL-Yahoo Combo Raises Its Ugly Head (Again) [view article]
    This is like a see-saw, up and down, up and down, where and when will all this stop, I'm getting seasick again! If MSFT makes a play for TWX and pulls a Murdock special, throwing lots of money at AOL, more money than YHOO can afford, then MSFT will win the deal, which leaves YHOO out in the cold....again! And if this does happen, and YHOO loses the proxy fight August 1, then who will Icanh sell Yahoo to, not MSFT, or is this deal still possible? Reply
  • commenter
    Jul 16 03:31 PM
    Yahoo, Microsoft: Either Make Nice or Lose Big [view article]
    PDQ..

    i hope you dont own yahoo stocks....with your attitude you will not get more than $18 for them if MSFT was to totally walk away..

    btw...if MSFT walks away from yahoo it will be great for MSFT shareholders....maybe they will get some of the huge pile of cash.
    Reply
  • commenter
    Jul 16 11:49 AM
    Yahoo, Microsoft: Either Make Nice or Lose Big [view article]
    I disagree, at least with regard to the Microsoft offer. Yahoo has several viable options, and Microsoft only one- MS wants and needs a top-notch search engine to hold off Google. Which is to say, Microsoft needs Yahoo more than Yahoo needs Microsoft.

    If Ballmer hadn't been so cheap and clumsy with the original deal (ultimatums and the like), they probably could have reached a agreement. Now, it's going to be a mess.
    Reply
  • commenter
    Jul 16 11:13 AM
    Microsoft-Yahoo! Is Neither Good nor Bad - Just Ugly [view article]
    Great analysis, and I agree 100%. I had my own heartburn with Arrington's naive take on this debacle. Some people get too emotional over these things... Reply
  • commenter
    Jul 15 09:48 PM
    My Website
    Where Is the Online Video Advertising Revenue Going? [view article]
    Well, two things are for certain:

    1. The people who crack the code on this will be very successful, and

    2. The business models will need to change if someone cannot figure out how to monetize the long tail.
    Reply
  • commenter
    Jul 15 05:27 PM
    Outline of Yahoo! Break Up Takes Shape [view article]
    Yahoo has new products on the way, it is still the number one site from the world but in autumn will be even more visited than now because Yahoo has some more surprises to offer.

    The value of Yahoo shares will rise in the third trimester of this year without help from Microsoft.
    Reply
  • commenter
    Jul 15 01:45 PM
    Yahoo/Microsoft: Dead Deal Talk Replaced with New Buzz [view article]
    In an article by David Utter taken from Latif's(?) , msft desire in acquiring yhoo's search ad has something to do with patent 361, if it's true is it possible that acquiring yhoo would open the flood gates of problems for google with their initial settlement with yhoo and thus serve a dual success for msft,eliminating yhoo and possibly causing major damages to google. Reply
  • commenter
    Jul 15 12:41 PM
    My Website
    Google's Talking Points for Today's Antitrust Hearings [view article]
    Are you kidding me Google? They are already synonymous with 'the Internet' and yet they want more. Please look at this link to Google patent application # 20070130580A1
    blogs.zdnet.com/ip-tel...
    This would allow Google to "listen" to your conversations, decipher and give an ad based on what you said. They have hired a lot of linguists and they have tried to enter the mobile phone arena. Make no mistake about their intentions.
    Some companies need to stop while they are ahead and give other people a chance. It's like Google is saying, "He, we promise that this will not make us grow anymore from this point on!" Get Real. We all love Google services and products because they make s more efficient and enlightened, but they are just taking more than their fair share of things. Whatever happened to their "don't be evil" mantra? I learned in grade school that not sharing is 'evil'. For "lays well with others" both the old Microsoft and Gooogle today get D- 's. I never thought I'd wish to see Microsoft trying to outdo another company. This reminds me of the McCandless Corporation in Emilio Estevez's movie "Freejack" -good flick. Things are getting scary.
    Reply

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