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Articles Written by: ASHKAN KARBASFROOSHAN
I’ve always been suspicious of behavioral targeting (BT), but not for the reasons that the government is concerned (re: privacy). I have always doubted that publishers would randomly trust a third party with gathering and analyzing all of that data on ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
3 Sep 2009
eBay (EBAY) makes it official: here is the press release, here are some thoughts on the deal.
Q) They’re buying it at $2.75B – is that price tag too hefty?
Well, eBay overpaid for it back then, so while the business has grown the economic reality is ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
1 Sep 2009
Goldman Sachs (GS) will have a piggy bank of more than $11 billion to dole out in bonuses at year’s end, and that is making the company sweat. I wonder why.
How worried are Goldman Sachs executives about their ability to manage the coming media tsunami ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
24 Aug 2009
MySpace (NWS) is about to buy iLike to galvanize its leadership in music, and the deal, if it goes through, is a sign of the times for two reasons:
1 - At a rumored $20M price tag, the deal is anything but a hit, from TC:
The company has raised a total ...
From ASHKAN KARBASFROOSHAN,
ETF Investor,
17 Aug 2009
Martha Stewart (MSO) “plans to start charging for online video downloads of the domestic diva’s TV show episodes and segments”, according to Paid Content.
It might work, it might not.
I don’t think end users (individuals, basically) like to pay for ...
From ASHKAN KARBASFROOSHAN,
ETF Investor,
15 May 2009
Latest figures peg Apple’s (AAPL) revenues off the App ecosystem at a "whopping" $20-45M.
Back in March 2008, when Facebook hype was at current “Twitteresque” levels and FB (and iPhone) app funds were popping up right and left, I asked where’s the ...
From ASHKAN KARBASFROOSHAN,
ETF Investor,
15 May 2009
In 1999, CBS (CBS) signed an 11-year deal for the rights to NCAA’s college basketball March Madness tournament for a whopping $6 billion, or an annual average of $545 million. CBS had the foresight to lock in new media rights: CBS is announcing that ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
23 Mar 2009
It’s easy to call MTV’s decision to restrict third party websites from embedding videos as a media company thinking within the box, but that’s unfair.
Last year, many criticized the WSJ for not canning the paid subscription strategy, but then as the ad ...
From ASHKAN KARBASFROOSHAN,
ETF Investor,
16 Feb 2009
What, on earth, has happened to the media companies’ stocks and market caps?
Yesterday Marketwatch ran a piece on how much media stocks have fallen off their highs. You can’t blame them for not trying, though.
I decided to compare values to see what ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
11 Oct 2008
GOOG and YHOO would have never been allowed to hook up even in an anti-regulation environment led by President Bush or an administration run by John McCain, who is always on the side of less regulation, not more. But what with the financial markets ...
From ASHKAN KARBASFROOSHAN,
Seeking Alpha,
7 Oct 2008