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Longstanding investor in Looksmart (and a 70 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
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  • Yahoo! doesn't have an RTB solution?
    .
    Much has been said lately of RTB (real time bidding), DSP's (demand side platforms), 10's of billions of impressions available daily and that it's coming soon.

    And, AdExchanger [Feb. 24th- IAB ALM Notes: Data Access Through RTB] quietly reminds us that ..

    "It should be noted that Yahoo! currently does not have an RTB solution".

    It appears they do but are not ready (just yet) to advise the market of what does lie ahead for a Yahoo [RTB] solution. And we are in such interesting times. The brief article advises that Google (DoubleClick) does have RTB and Microsoft's [AdECN] appears to be on the way, in this regard.

    < In the final panel discussion of the three-day, Interactive Advertising Bureau Annual Leadership Summit, Yahoo!'s Ramsey McGrory identified what he said was one of the key challenges currently emerging around data ownership: the advent of real-time bidding (RTB).>

    www.adexchanger.com/ad-exchange-news/iab.../

    [16th August, 2011. NOTE: The "update"?]  :)

    On November 16th, 2009 Mike Baker (president and CEO of DataXu), tells of Yahoo's "testing" of RTB.

    < Yahoo is now running a private beta test of RTB. Microsoft's AdECN has been running a limited test of its real-time bidding capabilities in recent months, and its Federated system is reportedly readying for a launch in January with inventory initially from MSN-related sites.> 

    www.clickz.com/3635652

    And interestingly enough, this brief 'snippet' (below) may explain Yahoo's own RTB involvement just that little more. 

    www.exchangewire.com/2010/02/15/exchange.../

    < According to the US & Trademark Office, there is an application to patent Real-Time Bidding. The patent was filed by David Roth (possibly the same David Roth who is Director, Search Marketing at Yahoo?) in October 29, 2007. (US & Trademark Office) >

    We are getting so close, we are. In my previous InstaBlog ["RTB (Real Time Bidding) is the key to Looksmart's bright future"], I pointed out that both AdReady  [http://www.adready.com/ ] and Triggit have (well), only just arrived on the scene. Basically, two 'self serve' platforms.

    seekingalpha.com/instablog/36191-looking...

    [http://www.triggit.com/features.html]

    Triggit (we are told), has the technology and an ability to execute Real Time Bidding across the advertising exchanges. That's interesting.

    Triggit's platform (it is said), has been 'bidding and buying' Ads for customers since July, with early client that include Microsoft - AdReady (itself), tells of it's serving of Ads to Yahoo and the NY Times, among many other notables.

    I've always maintained (and from the outset) that (both) Microsoft & Yahoo would always need an AdCenter type of API to then get to (clearly) separate themselves from each other making them 'neutral' and 'blind' to all, providing a 'level playing field for all', in an Open marketplace.

    In my own RTB linked posting (above), I advise that Triggit's media partners include Co's such as Google, OpenX, AdMeld, pubmatic & more. And that they have been 'live' on the Google Exchange since September last year.

    ******************************************************

    It is my contention that the (so obvious) need for a (that) "neutral" inter-connector to then bring all parties together (and then provide much needed 'inter-operability'- at an 'inter-exchange' level), is not only coming soon but,

    .........that I do feel (very) strongly that it is a role to be eventually filled by Looksmart's AdCenter "management" capability. And an AdCenter that has been built to scale.

    *****************************************************

    Yet, LOOK (with a stated $27.2M in cash), today 'lingers' down @ just $0.94pps and with a Market Cap of only $16.10M... I find that amazing and (with my own 'drama' had, over on Yahoo finance, lately - where as a one sole shareholder I remain to defend a litany of LIES being posted constantly) is a true indictment of how 'sheep' are so easily 'managed' within the markets.

    messages.finance.yahoo.com/Stocks_(A_to_...

    DSP's (Demand side platforms)

    According to LucidMedia CEO Ajay Sravanapudi.....

    < The key "must haves" for a large agency looking to deploy a successful demand-side platform (DSP) initiative are: multi-source real-time bidding (RTB) integration and scale, an advanced ad server, audience and contextual targeting, universal frequency capping, detailed reporting with discrepancy management and reconciliation, brand safe filtering, smart bidding strategies, the ability to leverage 3rd party targeting data, and managed services >

    LucidMedia Joins The Demand-Side Platform Race; Announces ADvisor DSP

    In another (Feb10th) column [ AdExchanger.com], the CEO of Lucid Media suggests that:

    .............."Media buyers are already over worked and stretched to the limits and are looking for a DSP to do more with less. That means automating many tasks but also off-loading just as many (if not more). A managed service that facilitates knowledge transfer and leads to a semi- self-service approach is far more realistic today".

    Yet soon ...With RTB ... They will be buying billions of impressions a day across 100k+ sites without having to negotiate to get ivolved directly on a single site.

    Back in October, 2009 AdEchanger had a story on the fact... that even Fox has a demand-side platform, too, Fox Audience Network (FAN) and that Omnicom Media Group announced that FAN will provide its planning tools called Living Segments to the media services agency".-

    ....."FAN president Adam Bain calls FAN's offering a "real-time audience planning and buying platform at scale."

    www.adexchanger.com/ad-exchange-news/yah.../

    Cheers!!

    LC

    ps; August 16th 2011 - Re; LucidMedia: Sam: "Nice work John, but what about the dark horses? I think you’ll see a pickup of two undervalued companies....."

    seekingalpha.com/user/36191/instablog/se...

    Disclosure: Long LOOK and happy to be so.
    Feb 24 7:16 PM | Link | 1 Comment
  • Publishers Should Create 'Toll Gate' For Premium Content?
    .
    I just wish they would be a little "moore" truthful in their dealings with many 'fringe' players in this fledgling
    digital advertising - publisher industry. (As I'm seeing it all).

    The fore-runners (the many early starters) in the business of Ad Networks (in particular) are appearing to me to be, well, almost "wood-duck-like" the further this all goes. (Many won't survive).

    Instead of the IAB (Club) continuing to 'spin' all sorts of stories to shield what would obviously appear to me to ultimately be, a 'win-win-win' overall for those concerned (or, I mean, at least for those that come through the other side) - so it's time they got 'fair dinkum' (yes, "moore" honest) for a change, is how I feel.

    This somewhat (and yet, another controversial type article of diatribe coming from the IAB's poor pathetic attempt at being a 'flag waiving' public relations machine, of late) has IMHO, more than raised the ire of those that should (or, could by now), know better.

    Certainly if a few comments that have been made on the 'theme' contained in it, are anything to go by.

    And I'd imagine (?) like [-minded] consumers (& in regards to this
    'Toll Gate' idea) - there are many of them (& myself), who just won't "buy it"..

    < David Moore the IAB board of directors chairman, posed the question to attendees during his opening remarks at the IAB Annual Leadership Meeting 2010 on Sunday night in Carlsbad, Calif.

    The digital premium content model is broken and advertising alone cannot support the cost of premium content, according to Moore, who laid out several predictions that will change online advertising forever.> 

    "Bold Predictions From 24/7 Real Media's Moore: Publishers Should Create 'Toll Gate' For Premium Content" by Laurie Sullivan

    The very 1st comment made (Mark McLaughlin's) and the link he has provided does tell it in pretty good fashion, I feel.

    http://www.mcstrat.com/audiencesdon'tpayforcontent

    McLauglin points out (and rightly so, I feel), when he writes ...........

    "do not lose sight of the value of the advertising supported model. ... We are in the middle of a complex media transformation and a brutal recession".

    That with
    the advent of real-time bidding (RTB) that has barely started, there are many changes that lie ahead and certainly (it would appear), for a sustainable (and profitable, at that) future for the very players that the IAB's board of directors chairman, has so kindly gone in to 'bat' for.

    http://www.adexchanger.com/ad-exchange-news/iab-meeting-tolman-geffs-exchanges-networks/

    And with the very (global) 'nature' of RTB whatever happened to those stories getting about, like..... (as an eg;
    Sep 2008).

    "The Guardian is a strong brand to work with. The site showed a global audience of 20.6m unique users and ... over 186m page impressions in July's ABCE audit, which just goes to show how popular the product is internationally." - The Guardian signs ad inventory deal with Ad2One - (Yes, it's a 'pay-wall')

    It was only yesterday that I had read of the 10 Things to Consider When Choosing an Ad Network - Food Blog Alliance

    ........."Ads for the most part work off of a CPM model, or "Cost Per Thousand" impressions..Let's just say you can get a $3 net CPM for all the ads (combined) on your pages. That means at 1000 page views a day, you'll make $3 per day from those ads, or $90 a month."

    Have those International "uniques" suddenly stopped reading the news on The Guardian, I wonder? It's the smaller and dedicated publishers I feel for, unless they have a 'unique' (and vertical-ised) type content, that they can then (hopefully) survive on.

    And a (such) "worse case scenario" for the UK's Guardian, means?

    [186m page impressions/1000 ='s 186,000 x's $90 ='s $16,740,000, no?]

    The UK's Guardian (12 months) ='s $200,880,000 - resulting from those International "uniques".

    LC

    ps; [Added 3rd of Feb, 2011 - How do those eCPM's (that were quoted 12 months ago @ just $3 net) appear NOW (for the Guardian et al), when "users" are NOW capable of being 'targeted' across the whole web and at the individual impression level? 

    The steady 'rise' in share-price value shown here in recent times is 'no fluke' and tells the story to unfold, is what I am saying.

    finance.yahoo.com/echarts?s=NYT+Interact...;range=1y]

    Disclosure: Long LOOK
    Feb 24 9:21 AM | Link | 1 Comment
  • Looksmart "watch-dog" Mikey Mora says Kevin C. Howe - Now "Shorting" LOOK?
    .
    The Looksmart "board-watcher" over on Yahoo Finance's LOOK board is pretty good at having posts removed and helping to 'arrange' with Yahoo, my banning from posting replies to him, on that site. Yes, it's so blatantly clear, that it's a straight out case of CENSORSHIP, Folks.

    Well done Yahoo and 'new boy', Shashi Seth...

    "Yahoo Finance is a disgrace Shashi Seth.... "

    seekingalpha.com/instablog/36191-looking...

    Mora is now able to freely make posts (un-challenged), the likes of the following:

    "...the biggest partner they could have gotten was ASK and that didn't do a thing for them. Who on EARTH could they partner with that would double the SP"?

    Re:Listen clearly Hobbit tex

    ...... I do wonder as to "when will the pennies ever drop" for Mikey and as to how long it will take him to get to realises that an advertising network partner like Google (collectively), is now providing 34.34% of all traffic being recorded coming into Looksmart's advertising marketplace?

    That's into the 'chief role' of AdCenter (and, that's "management") or, at least the bulk of the portion of it (?), that is showing on Alexa (below), at Looksmart.com.

    And where the 'recording' and the main "management" (the "inter-operability") aspect of the growing Looksmart's global (& independent) AdCenter advertising marketplace, happens to be housed.

    And, that whilst that longstanding partner like ask.com, do happen to have their own 'owned-and-operated' search site, it was clearly explained by Gill Brown a VP of Looksmart - in my previous post .....["Looksmart's Gill Brown - SEM is expected to grow 15-20% in 2010"] ....that .."the vast majority of their traffic comes from other sources".

    seekingalpha.com/instablog/36191-looking...

    The remains of the ask.com "hosting agreement" (to end shortly and if in fact, not already) is showing it recieves just 4.38% of traffic that is coming out of AdCenter (enquiries), to it's sites, as it shows on Alexa.com.

    "Biggest Partner" Mikey?

    **********************

    Upstream Sites

    Percent of total visits to looksmart.com preceded by a visit to the upstream site.


    Downstream Sites

    Percent of total visits to looksmart.com followed by a visit to the downstream site.

    www.alexa.com/siteinfo/looksmart.com#cli...

    **********************

    Mikey Mora then follows up with yet another of his classics in his very next post.
     
    Re: Expect a new HIGH for 20


    He says to Tex:

    "........did it ever occur to you this Howe chap is lending his shares for shorts? - Likely closer to the truth. Hedging may be one way these trapped funds can escape with anything above .50."

    Kevin C. Howe (Looksmart's largest shareholder) has increased his holding from holdings of 1,281,819 shares to now hold 1,693,119 in all. - 7.50 % up, to 9.88% [Comment post - Looksmart? - Well .."BlackRock and Sidus are BUYING" ]

    seekingalpha.com/instablog/36191-looking...

    The 'short' position on Looksmart's total of an approx 17.2M shares (as issued) has in fact more than "doubled" in recent times, according to the Nasdaq site.

    www.nasdaq.com/aspxcontent/shortinterest...

    1/29/2010 4,733 91,092 1.000000
    1/15/2010 2,046 102,678 1.000000

    As can be seen, the number of additional shares of LOOK "shorted" totals a massive 2687 and the 'brillance' of Mikey Mora's thinking says, that Looksmart's largest shareholder ( this Kevin C. Howe chap who has added an additional, over 400,000 to his total of late and, this can be clearly seen above),..... "is lending his shares for shorts" - Hellooo?

    I mean .............Just how clever is this Mikey Mora, I ask?  OMG !!

    :)

    LC

    Disclosure: Long LOOK and happy to be so.
    Feb 24 1:36 AM | Link | Comment!
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