Smart Look's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/109861/comments http://seekingalpha.com/article/165025-kit-digital-s-feedroom-acquisition-lots-of-potential-lots-of-questions?source=feed#comment-704844 704844 KIT CEO Kaleil Tuzman has guided the company nicely since he took over in late 2008.
The FeedRoom VC's are in KITD at $11 (according to the filings) and should benefit nicely in time as the company barely trades at 1X 2010 earnings by all estimates.]]> Tue, 06 Oct 2009 09:10:57 -0400 KIT CEO Kaleil Tuzman has guided the company nicely since he took over in late 2008.
The FeedRoom VC's are in KITD at $11 (according to the filings) and should benefit nicely in time as the company barely trades at 1X 2010 earnings by all estimates.]]> http://seekingalpha.com/article/162013-kit-digital-in-play-after-google-rumored-to-buy-brightcove?source=feed#comment-681886 681886
Some holdovers from the Roo days still hate, that is sad. More sad is they are missing out on what should be a nice stock story.]]> Thu, 17 Sep 2009 22:20:15 -0400
Some holdovers from the Roo days still hate, that is sad. More sad is they are missing out on what should be a nice stock story.]]> http://seekingalpha.com/instablog/97245-catalyst-seeker/27843-1-1x-ev-rev-kitd-is-in-play-after-goog-rumored-to-buy-peer-brightcover-at-6-9x-revs?source=feed#comment-680644 680644
Disclosure, long KITD]]> Thu, 17 Sep 2009 10:58:29 -0400
Disclosure, long KITD]]> http://seekingalpha.com/article/160202-level-3-comments-on-the-future-of-http-based-streaming?source=feed#comment-665728 665728 KITD) has made the leap. Any concerns or thoughts when Ooyala or Brightcove make the move?
AKAM looks cheap but with a one dimensional product line and demands for cheaper delivery by all I wonder if they are destined to trade in this range for some time to come.]]> Mon, 07 Sep 2009 22:57:01 -0400 KITD) has made the leap. Any concerns or thoughts when Ooyala or Brightcove make the move?
AKAM looks cheap but with a one dimensional product line and demands for cheaper delivery by all I wonder if they are destined to trade in this range for some time to come.]]> http://seekingalpha.com/article/151452-interclick-comes-of-age-expect-big-things?source=feed#comment-604426 604426
I can see a Valueclick, Yahoo, TWX or even Microsoft taking them out. I expect we could see a buyout at 4 times 2010 projected earnings.
An optimistic view would be $240 mil. or $6.50 per share based on the current outstanding shares.
Growth is the key as you point out. A rarity when you pit it against stagnating first gen ad networks like LookSmart and Copernic.
These guys found the magic sauce and that places it in a unique category.
Disclosure: Long]]> Mon, 27 Jul 2009 20:12:15 -0400
I can see a Valueclick, Yahoo, TWX or even Microsoft taking them out. I expect we could see a buyout at 4 times 2010 projected earnings.
An optimistic view would be $240 mil. or $6.50 per share based on the current outstanding shares.
Growth is the key as you point out. A rarity when you pit it against stagnating first gen ad networks like LookSmart and Copernic.
These guys found the magic sauce and that places it in a unique category.
Disclosure: Long]]> http://seekingalpha.com/instablog/36191-lookingconfident/12659-media-advertising-the-future-ahead?source=feed#comment-586583 586583 ICLK) is a much better investment than any of the stocks you footnote above.
Check out their growth numbers and add to that the recent financing and how smooth that went down. It's about growth in this tired sector now.
Pass on Looksmart (LOOK) for the time being. They lost IACI, owners of ASK.com as an AdCenter client beginning in 2010. Their survival will depend on gaining clients in a troubled ad economy.
LOCM is showing nice web traffic, MCHX has no defined game plan and YHOO looks like another CSCO as far as equity appreciation goes.
KDGL looks like they are in an emerging sector, web video. VCLK, has had a nice run from the $6 range.]]> Mon, 13 Jul 2009 18:48:52 -0400 ICLK) is a much better investment than any of the stocks you footnote above.
Check out their growth numbers and add to that the recent financing and how smooth that went down. It's about growth in this tired sector now.
Pass on Looksmart (LOOK) for the time being. They lost IACI, owners of ASK.com as an AdCenter client beginning in 2010. Their survival will depend on gaining clients in a troubled ad economy.
LOCM is showing nice web traffic, MCHX has no defined game plan and YHOO looks like another CSCO as far as equity appreciation goes.
KDGL looks like they are in an emerging sector, web video. VCLK, has had a nice run from the $6 range.]]> http://seekingalpha.com/article/79668-oil-consumption-how-does-today-compare-to-1980?source=feed#comment-178045 178045 CWEI) is still remarkably inexpensive. Thanks for the info!]]> Mon, 02 Jun 2008 13:15:37 -0400 CWEI) is still remarkably inexpensive. Thanks for the info!]]> http://seekingalpha.com/article/79668-oil-consumption-how-does-today-compare-to-1980?source=feed#comment-178043 178043 CWEI) looks remarkably inexpensive.
]]> Mon, 02 Jun 2008 13:13:32 -0400 CWEI) looks remarkably inexpensive.
]]> http://seekingalpha.com/article/71783-blogonomics-the-seeking-alpha-model?source=feed#comment-148183 148183
Keep up the great work!]]> Thu, 10 Apr 2008 09:11:19 -0400
Keep up the great work!]]> http://seekingalpha.com/article/71430-yahoo-s-jerry-yang-needs-to-get-on-with-it?source=feed#comment-146689 146689 It's tough to say goodbye to your baby.
He needs to hug the kid and send it off.]]> Mon, 07 Apr 2008 19:37:57 -0400 It's tough to say goodbye to your baby.
He needs to hug the kid and send it off.]]> http://seekingalpha.com/article/71293-march-online-search-market-a-rare-dip-for-google?source=feed#comment-145976 145976 On the other hand the move up by MSN is notable.
]]> Sun, 06 Apr 2008 12:52:51 -0400 On the other hand the move up by MSN is notable.
]]> http://seekingalpha.com/article/70605-akamai-a-raging-buy-amidst-this-weakness?source=feed#comment-134326 134326 Better than the Colesium at the peak of Rome...
Sweet.]]> Mon, 31 Mar 2008 19:33:35 -0400 Better than the Colesium at the peak of Rome...
Sweet.]]> http://seekingalpha.com/article/67740-content-owners-struggle-to-compare-one-cdn-to-another?source=feed#comment-124230 124230 If you would be so kind could you speculate if there will be consolidation in the sector. I would like to know who you consider to be the one or two key players in the group.
Thanks.]]> Sun, 09 Mar 2008 12:19:16 -0400 If you would be so kind could you speculate if there will be consolidation in the sector. I would like to know who you consider to be the one or two key players in the group.
Thanks.]]> http://seekingalpha.com/article/57172-calling-a-north-american-palladium-bottom?source=feed#comment-122221 122221 Thanks for the tip. I got in at $4.34 and sold at $8.36 yesterday.
I don't know what to make of it now but I may trade it on a day to day basis.

]]> Tue, 04 Mar 2008 23:45:54 -0500 Thanks for the tip. I got in at $4.34 and sold at $8.36 yesterday.
I don't know what to make of it now but I may trade it on a day to day basis.

]]> http://seekingalpha.com/article/63189-is-the-myspace-deal-backfiring-on-google?source=feed#comment-114677 114677 FIM) allowed as part of the deal with Google to place their own "home (FIM) spun" ads on MySpace pages?

]]> Tue, 05 Feb 2008 11:48:17 -0500 FIM) allowed as part of the deal with Google to place their own "home (FIM) spun" ads on MySpace pages?

]]> http://seekingalpha.com/article/62796-google-fires-back-microsoft-yahoo-deal-raises-troubling-questions?source=feed#comment-114384 114384
Crybabies. GOOG is not protector of the internet.
I thought the Boeing 757 was the "jump the shark" moment but this tops it.
]]> Sun, 03 Feb 2008 23:57:08 -0500
Crybabies. GOOG is not protector of the internet.
I thought the Boeing 757 was the "jump the shark" moment but this tops it.
]]> http://seekingalpha.com/article/62791-who-s-the-next-internet-takeover-target?source=feed#comment-114330 114330 LOOK) of course, MIVA, maybe and a strong contender LOCM, Local.com.

Bebo could fit the social networking needs of MSFT/YHOO.

]]> Sun, 03 Feb 2008 13:41:57 -0500 LOOK) of course, MIVA, maybe and a strong contender LOCM, Local.com.

Bebo could fit the social networking needs of MSFT/YHOO.

]]> http://seekingalpha.com/article/62036-solar-stocks-won-t-stay-down-for-long?source=feed#comment-113750 113750 OEGY.ob is another to take a look at. So many players and why? Because there is an energy revolution taking place and solar is sexy.
Take a look at Germany and Spain and how they view solar.
Then look at the oil rich Arab nations... They are investing in the industry like it's the second coming.
]]> Wed, 30 Jan 2008 18:44:08 -0500 OEGY.ob is another to take a look at. So many players and why? Because there is an energy revolution taking place and solar is sexy.
Take a look at Germany and Spain and how they view solar.
Then look at the oil rich Arab nations... They are investing in the industry like it's the second coming.
]]> http://seekingalpha.com/article/60823-internet-stocks-aren-t-immune-to-a-recession?source=feed#comment-111654 111654 The auction ends Feb. 13. The stock seems a safe play in this range at least until then.]]> Sun, 20 Jan 2008 11:13:25 -0500 The auction ends Feb. 13. The stock seems a safe play in this range at least until then.]]> http://seekingalpha.com/article/53702-looksmart-trading-at-less-than-half-its-true-value?source=feed#comment-101667 101667 By the way, it's MySpace who is taking over the fourth floor of the LookSmart Building.]]> Mon, 12 Nov 2007 09:38:37 -0500 By the way, it's MySpace who is taking over the fourth floor of the LookSmart Building.]]> http://seekingalpha.com/article/51207-microsoft-to-take-240m-facebook-stake-become-exclusive-ad-platform?source=feed#comment-100056 100056
Whatever their plans for self serve PPC is it was underway before they chose Gates and Co.
As a matter of fact their Flyer Pro ad platform may just be the LookSmart AdCenter in action, disguised well.
As for the term "spamcenter", you sound bitter. Please explain.]]> Sat, 27 Oct 2007 12:37:02 -0400
Whatever their plans for self serve PPC is it was underway before they chose Gates and Co.
As a matter of fact their Flyer Pro ad platform may just be the LookSmart AdCenter in action, disguised well.
As for the term "spamcenter", you sound bitter. Please explain.]]> http://seekingalpha.com/article/51207-microsoft-to-take-240m-facebook-stake-become-exclusive-ad-platform?source=feed#comment-99696 99696 MSFT essentially has arranged to deliver display ads to FB and little more, possibly their search will enter in at some point.
Facebook leased LookSmart's AdCenter in June of 2006 and has not yet put it in play. As we know they are to announce their new ad platform on November 6th.
Since they did not know if Google or Microsoft were to be the suitor of choice until today how could they have been considering MSFT adCenter if they had any ideas on going to Google?
I believe their home grown ad platform will be a form of the leased (private labeled) LookSmart AdCenter. Since AdCenter is leased to scale it appears LookSmart is deeply undervalued currently.
Just a thought from a LOOK shareholder.]]> Wed, 24 Oct 2007 21:06:57 -0400 MSFT essentially has arranged to deliver display ads to FB and little more, possibly their search will enter in at some point.
Facebook leased LookSmart's AdCenter in June of 2006 and has not yet put it in play. As we know they are to announce their new ad platform on November 6th.
Since they did not know if Google or Microsoft were to be the suitor of choice until today how could they have been considering MSFT adCenter if they had any ideas on going to Google?
I believe their home grown ad platform will be a form of the leased (private labeled) LookSmart AdCenter. Since AdCenter is leased to scale it appears LookSmart is deeply undervalued currently.
Just a thought from a LOOK shareholder.]]> http://seekingalpha.com/article/48470-facebook-s-cpc-hyper-targeting-may-challenge-google?source=feed#comment-97178 97178 Good move overall.]]> Sat, 29 Sep 2007 18:58:17 -0400 Good move overall.]]>