...
"Most people assume [this is a] battle to death," Mr Schmidt said of the competition between Apple's iPhone and Google's Android software for mobile phones. Instead, he said it was possible for two highly successful and divergent strategies. "Shockingly, yes," he said.
The subtext of the statement was that Google and Apple will divide the spoils of the future of media on mobile, on computers and, soon, on television.'
From the Financial Times, July 10/11 edition, p19
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Comment: It is really, really easy to make an utterly compelling case as to why Google should buy both Autonomy and Blinkx. It is Google' stated aim to organise the world's information: adding best-in-class corporate search and video search to their offerings would (subject to regulation) make them unbeatable and be a major step towards achieving their goal; streets ahead of Microsoft and able to go toe-to-toe with the world's largest media players (if Google can't already do so)...
And as for that last bit about television - stick around, things are going to get real interesting the next year or two...
I have been reading your blog for a contrarian view and thought you made a few good points ( mobile and social networking strategy )
ReplyDeleteIt now looks that the company is delivering and I don't think that a Takeover will deliver best long term value for the shareholders. If you can't wait that long just sell your shares imho.
AG
why sell my shares? either the company delivers or they get bought. either increases the value of my stake so why the hell sell now?
ReplyDeletechicken your in at 27p if i remember how is SC doing now with blinkx? 100%+ up for you
ReplyDeletewell you keep on talking about a TO as if it was a blessing...
ReplyDeleteWhat delivers max value for shareholders imho are large licensing deals with the likes of Goog and Yhoo etc. that will scale up revenue in the blinkx of an eye, but foremost time for SC/ML to deliver on their LT vision.
TO talk may be cool for a trader but will come with epic sized opportunity cost for LT holders.
So keep it in perspective!
andy212nyc
Dear anonymous coward.
ReplyDeleteIn at c25p in my trading account and mid-high teens in my SIPP. Obviously happier than I was, but it's only just got past IPO price and there is (or should be) a long way to go yet.
To the other anonymous coward: I agree - so where are those licensing deals? With Yahoo TV, Google TV, Apple TV, where's the confirmed tie-up with Canvas? When does miniweb launch? When does Cheep launch?
Just a few of those would put a zero on the sp in my opinion. Then I might start to revise my opinion of SC...
must say it feels a bit strange being called "anonymous coward" by someone who hides behind a pseudonym!
ReplyDeleteAnyway it is pretty obvious that you have never built a business yourself. Otherwise you would understand that things need some time to unfold.
your blog does look a bit tired now
andy212nyc
never doubted that thngs would take time to unfold: I always objected - and still object - to the lack of communication in the past from Blinxk to shareholders. We never did get told anything about the Miva fiasco, did we, and we still don't know what the £5m share placing was for, do we? As time goes on it looks less and less as though such things will matter, but that doesn't change the fact that in my view those criticisms were valid then and they are valid now.
ReplyDelete...and as for my blog - well as my criticism of Blinkx becomes more muted (assuming they continue to deliver), I might keep it on as a general tech/online video blog.
ReplyDelete