Comments on: Of Mad Money & Ad Networks http://gigaom.com/2007/05/18/microsoft-aquantive/ Tracking the Internet Evolution Sun, 06 Jul 2008 13:53:11 +0000 http://wordpress.org/?v=MU By: Mike http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-128217 Mike Thu, 31 May 2007 17:49:00 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-128217 <p>Interesting posts. Has anyone ever come across market share/revenue estimates for all of the private players in the ad network space? How big are these players?</p> <p>Thanks</p> Interesting posts. Has anyone ever come across market share/revenue estimates for all of the private players in the ad network space? How big are these players?

Thanks

]]> By: OilGasFutures.Com http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103446 OilGasFutures.Com Mon, 21 May 2007 13:55:50 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103446 <p>oh yeah checkm8 and eyeblaster along w/ quigo not a bad psotion to be in!</p> oh yeah checkm8 and eyeblaster along w/ quigo not a bad psotion to be in!

]]> By: OilGasFutures.Com http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103444 OilGasFutures.Com Mon, 21 May 2007 13:53:04 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103444 <p>not sure they are overpaying and now what happens to the smaller privately held guys like quigo etc??//</p> not sure they are overpaying and now what happens to the smaller privately held guys like quigo etc??//

]]> By: Michael Whitney http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103416 Michael Whitney Sun, 20 May 2007 06:03:47 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103416 <p>I think microsoft will end up being the biggest in ads because they know how to leverage current assets. Google does not leverage their search engine to take other markets. Yeah they make money with adwords, which helped adsense grow large, but how is that helping other businesses like picassa, google earth etc.</p> <p>Microsoft will figure out a strategy that will help make ads more relevant then googles, and easier for advertisers to set up, and then make it only work with ie thus reinforcing their own monopolies. Google could use ie as a gateway by allowing people to opt in have the web history be a part of the ad system to make ads more relevant. In today's age I will allow them to use my history to make the ads more relevant.</p> <p>Google doesn't own anything that can help them in this way. You would not be able to opt out from them doing it with their search engine so privacy warriors would be all over google, but ms would have an easy way to opt in or out, and everyone would prefer them.</p> I think microsoft will end up being the biggest in ads because they know how to leverage current assets. Google does not leverage their search engine to take other markets. Yeah they make money with adwords, which helped adsense grow large, but how is that helping other businesses like picassa, google earth etc.

Microsoft will figure out a strategy that will help make ads more relevant then googles, and easier for advertisers to set up, and then make it only work with ie thus reinforcing their own monopolies. Google could use ie as a gateway by allowing people to opt in have the web history be a part of the ad system to make ads more relevant. In today’s age I will allow them to use my history to make the ads more relevant.

Google doesn’t own anything that can help them in this way. You would not be able to opt out from them doing it with their search engine so privacy warriors would be all over google, but ms would have an easy way to opt in or out, and everyone would prefer them.

]]> By: tbd http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103418 tbd Sat, 19 May 2007 02:24:10 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103418 <p>How will this pan out for remaining ad networks like Tribal Fusion and TACODA? Any rumors on their sale?</p> How will this pan out for remaining ad networks like Tribal Fusion and TACODA? Any rumors on their sale?

]]> By: Paul Bucalo http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103434 Paul Bucalo Fri, 18 May 2007 21:51:17 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103434 <p>There are a couple of great in depth pieces about aQuantive at www.washingtonceo.com: <a href="http://washingtonceo.com/index.php?id=90&cHash=b863026d8a&tx_ttnews[tt_news]=761&tx_ttnews[backPid]=103" rel="nofollow">Behind the man behind aQuantive</a> <a href="http://washingtonceo.com/index.php?id=90&tx_ttnews[tt_news]=759&tx_ttnews[backPid]=103&cHash=b863026d8a" rel="nofollow">Microsoft to buy Seattle’s aQuantive</a></p> There are a couple of great in depth pieces about aQuantive at http://www.washingtonceo.com:
Behind the man behind aQuantive
Microsoft to buy Seattle’s aQuantive

]]> By: Alex Goldman http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103422 Alex Goldman Fri, 18 May 2007 20:04:47 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103422 <p>I voted for "forget Google they need to beat Yahoo first" as meaning "forget first place, Microsoft needs to rise to second place in this market before they even think about going for number one."</p> I voted for “forget Google they need to beat Yahoo first” as meaning “forget first place, Microsoft needs to rise to second place in this market before they even think about going for number one.”

]]> By: BJ Upton http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103420 BJ Upton Fri, 18 May 2007 18:51:10 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103420 <p>Woof...this values it at a P/E of about 93-94.</p> <p>What are they trying to buy here? Would seem that the existing customer base isn't providing a value that would support such a price tag. Which means they must think that there is some technology here that they must have, right?</p> <p>One would think for $6 BB they could roll their own.</p> <p>I don't get it. Perhaps Aquantive execs have incriminating pix of Ballmer using Fiesty Fawn?</p> Woof…this values it at a P/E of about 93-94.

What are they trying to buy here? Would seem that the existing customer base isn’t providing a value that would support such a price tag. Which means they must think that there is some technology here that they must have, right?

One would think for $6 BB they could roll their own.

I don’t get it. Perhaps Aquantive execs have incriminating pix of Ballmer using Fiesty Fawn?

]]> By: Jason B. http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103432 Jason B. Fri, 18 May 2007 17:10:48 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103432 <p>The problem with most shareholders are they are unwilling to look past the next quarter. In fact, this is a problem I feel that has contributed to massive slow failures like demonstrated by companies like IBM. Microsoft is doing everything in it's power to put it's eggs in all baskets and is trying to fight off what all the haters (why hate anyone?) are saying is going to happen to Microsoft, that they are going to be IBM'd. Not going to happen, there are too many smart factions in Redmond. And before anyone calls me a fanboy, let me tell you this, I'm a fan of no company, I am a fan of consumerism.</p> The problem with most shareholders are they are unwilling to look past the next quarter. In fact, this is a problem I feel that has contributed to massive slow failures like demonstrated by companies like IBM. Microsoft is doing everything in it’s power to put it’s eggs in all baskets and is trying to fight off what all the haters (why hate anyone?) are saying is going to happen to Microsoft, that they are going to be IBM’d. Not going to happen, there are too many smart factions in Redmond. And before anyone calls me a fanboy, let me tell you this, I’m a fan of no company, I am a fan of consumerism.

]]> By: Jason B. http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103430 Jason B. Fri, 18 May 2007 17:05:52 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103430 <p>I think it's a great move for Microsoft. I don't think their accountants will see it that way but look at it this way. Microsoft needs some momentum if they are going to do anything in the online space with advertising. They simply don't have the raw manpower who specializing in Marketing, deal making, and programing to new emerging audiences.</p> <p>Now, if Microsoft was smart, it would buy Joost and connect it to it's Xbox 360 live service. Internet TV is here folks. In 5 years I bet just as many middle class americans watch their TV over their Monitors as they do their TV.</p> I think it’s a great move for Microsoft. I don’t think their accountants will see it that way but look at it this way. Microsoft needs some momentum if they are going to do anything in the online space with advertising. They simply don’t have the raw manpower who specializing in Marketing, deal making, and programing to new emerging audiences.

Now, if Microsoft was smart, it would buy Joost and connect it to it’s Xbox 360 live service. Internet TV is here folks. In 5 years I bet just as many middle class americans watch their TV over their Monitors as they do their TV.

]]> By: RICHARD http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103440 RICHARD Fri, 18 May 2007 16:41:55 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103440 <p>A long time GigaOM reader says "thats all folks"</p> <p>While I doubt that anybody here cares... I've had enough. When it was announced that this site was being funded my expectations were raised but its now clear that this is a publicity site not a "news" site. Taking laptops from Microsoft,"reporter" posing for a pic with Bill Gates...to giving invites to Joost..ugh! Then no real backstory on the engadget / apple mess .....the shark has jumped.....</p> A long time GigaOM reader says “thats all folks”

While I doubt that anybody here cares… I’ve had enough. When it was announced that this site was being funded my expectations were raised but its now clear that this is a publicity site not a “news” site. Taking laptops from Microsoft,”reporter” posing for a pic with Bill Gates…to giving invites to Joost..ugh! Then no real backstory on the engadget / apple mess …..the shark has jumped…..

]]> By: Robert Dewey http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103436 Robert Dewey Fri, 18 May 2007 16:24:38 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103436 <p>Hopefully my post goes through this time, lol...</p> <p>I voted "other".</p> <p>While MS and YHOO have higher odds, I will never throw out the possibility that a startup (or a future startup) will move in and overtake things.</p> <p>I agree with Read/Write-Web - if someone comes out with an advertising network that gives publishers 100% of the revenue (a 20-30% increase from what is seen today), that will really rattle the cages of the big three.</p> <p>The focus needs to be advertisers and how to secure a higher ROI.</p> Hopefully my post goes through this time, lol…

I voted “other”.

While MS and YHOO have higher odds, I will never throw out the possibility that a startup (or a future startup) will move in and overtake things.

I agree with Read/Write-Web - if someone comes out with an advertising network that gives publishers 100% of the revenue (a 20-30% increase from what is seen today), that will really rattle the cages of the big three.

The focus needs to be advertisers and how to secure a higher ROI.

]]> By: David http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103426 David Fri, 18 May 2007 16:16:23 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103426 <p>I'd like to meet the 11% of people voting Microsoft wins online advertising. I'll take the other end of that bet please.</p> I’d like to meet the 11% of people voting Microsoft wins online advertising. I’ll take the other end of that bet please.

]]> By: Oli http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103438 Oli Fri, 18 May 2007 15:40:30 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103438 <p>With the convergence of Internet and TV just around the corner, maybe it's not such a dumb purchase, however I'm skeptical about how much confidence there will be in Micro$oft in the Internet world, if they plan on becoming the dominant figure over Yahoo and Google, they'll have to do a lot more than just flash their cash around!</p> With the convergence of Internet and TV just around the corner, maybe it’s not such a dumb purchase, however I’m skeptical about how much confidence there will be in Micro$oft in the Internet world, if they plan on becoming the dominant figure over Yahoo and Google, they’ll have to do a lot more than just flash their cash around!

]]> By: Incognito http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103424 Incognito Fri, 18 May 2007 15:15:30 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103424 <p>...and overpaying for an ad network because you got beat out for the chance to overpay for some other ad network makes sense because?...</p> <p>This will go down as one of the top 20 worst purchases in the last 20 years of business.</p> <p>Ugh.</p> …and overpaying for an ad network because you got beat out for the chance to overpay for some other ad network makes sense because?…

This will go down as one of the top 20 worst purchases in the last 20 years of business.

Ugh.

]]> By: Om Malik http://gigaom.com/2007/05/18/microsoft-aquantive/#comment-103442 Om Malik Fri, 18 May 2007 15:07:45 +0000 http://gigaom.wordpress.com/2007/05/18/microsoft-aquantive/#comment-103442 <p>Eideard... dude, I was trying to be polite.</p> Eideard… dude, I was trying to be polite.

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