Showing posts with label Microsoft. Show all posts
Showing posts with label Microsoft. Show all posts

Friday, 6 March 2009

from New Media Age 5th March 2009
























[click for a larger version]

My emphasis in yellow highlights

Friday, 20 February 2009

Kangaroo to bounce again or not?

No plans to revive Kangaroo, says Microsoft

Platform: Internet | Author: Danielle Long | Source: nma.co.uk | Published: 20.02.09

Microsoft has denied it plans to resurrect Project Kangaroo as part of its MSN video-on-demand plans.

http://www.newmediaage.co.uk/Articles/41599/No+plans+to+revive+Kangaroo,+says+Microsoft.html

Kangaroo not quite a dead dodo?

Microsoft to fill void left by Project Kangaroo
by Gareth Jones, Revolution UK 20-Feb-09, 10:00

LONDON - Microsoft is in talks with the BBC, ITV and Channel 4 to launch an internet TV service that could see the MSN brand fill the void left by Project Kangaroo , Revolution can reveal.

Ballmer talks...

Friday, 23 January 2009

A solution to Microsoft's problems...

"Microsoft feels strain as PC market shifts" Chicago Tribune

Maybe Microsoft needs more strings to its bow? Like video search, for example...

We know a video search company that would make a perfect fit for Microsoft, don't we boys and girls? Cheap too, with the share price as low as it is currently...

Tuesday, 20 January 2009

A roundup of some (not recent) takeover speculations

Blinkx 'good enough to scare Google' [8 June 2008]

"Blinkx recently outpaced Google Video in Britain, and shares jumped last month with rumours that Google was eyeing the company for takeover"

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Yesterday's trading: Microsoft eyes Blinkx [9 May 2007]

"Doctor Mike Lynch was Britain's first software billionaire. His beloved Autonomy flirted with the Footsie during the dotcom boom before falling dramatically out of bed, along with many other techno high-fliers, when the bubble burst in March 2001.
It took some time for him and the company to recover but the shares have doubled since January 2006. Sold down yesterday to 732½p at the outset, they rallied strongly to touch 827p and close 34½p higher at a 800½p amid rumours that US computer giant Microsoft could bid for its Blinkx consumer division before it gets demerged and floated on Aim later this month."


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Rumors: Yahoo's Free VoIP; Google's Free Web Access; Murdoch's Blinkx Buy [August 18 2005]

"And on Monday, Reuters reported that News Corp. is eyeing an acquisition of search provider Blinkx, citing persons close to Rupert Murdoch's media conglomerate who told the Los Angeles Times, however, that negotiations with Blinkx were not as far along as Murdoch had implied during an earnings conference call with analysts."

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If all those companies wanted Blinkx then, hard to see why they're not still interested now. 32 million hours of video indexed, over 500 partners, Ad Hoc already released and Transaction Hijacking ready to go (and it should have gone before Christmas, in my opinion) - all that and a share price stubbornly stuck at below a third of its IPO price.

C'mon guys - it's clear that Blinkx management doesn't have a clue about delivering shareholder value (by which I mean a strong and growing share price). Someone bid for this company and put shareholders out of their misery? The buyer wins, shareholders win. the only losers would be Mike Lynch and Blinkx management - but since they've shown not the slightest concern for Blinkx shareholders I can't think of a single reason why I shouldn't reciprocate...

Monday, 19 January 2009

Ballmer's regrets...

"Ten years after taking over as Microsoft president - and eight years after replacing Bill Gates as chief exec - Ballmer has told The Wall St Journal that impatience prevented Microsoft from pursuing a Google-like paid search business back in 1999."
http://www.theregister.co.uk/2009/01/16/ballmer_patience_internet/

It's not too late Steve! Buy Blinkx and become the leading video search player in the world! Leapfrog Google!

I reckon any serious purchaser could get Blinkx for around 60p a share. Those investors that got in at the IPO at 45p - I bet most of their other investments are totally underwater. If Microsoft (or Google, or Yahoo - or indeed Rupert Murdoch) offered them a chance to crystallise a c30% gain after only 18 months they'd jump at the chance. Sure they might get more if they held on longer - but it's an uncertain world so then again they may not. The - apparently - amateur, bungling way that Blinkx has handled the Miva approach shows that the Blinkx management team aren't quite as Godlike as their more ardent cheerleaders would have us believe: it is by no means guaranteed that Blinkx are going to make it to mega-profitability.

In the current environment cash is king - cash now as opposed to maybe more cash in the future. Mr Ballmer should reflect on that...