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Mindspeed Technologies, Inc. Message Board

mitshu35 16 posts  |  Last Activity: Jul 23, 2014 3:54 PM Member since: May 1, 2000
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  • Yahoo buys Flurry. Opera Mediaworks purchases AdColony. Twitter snares TapCommerce.

    The outright purchase of these three mobile ad companies by bigger, more established IT players over the last two months portends what will surely be a slew of accelerated takeovers, mobile ad executives told VentureBeat.

    The mobile advertising outfits that become acquisition targets will, like these three, have the proven capability to scale campaigns on multiple devices.

    Exact purchase prices for these companies haven’t been publicly disclosed. Sources told VentureBeat that Yahoo paid north of $300 million, but it’s not known what the cash and stock breakdown is. Opera, which specializes in video ad delivery, is said to have paid more than $350 million in cash and stock for AdColony. And Twitter coughed up around $100 million for TapCommerce, reports said, but the deal reportedly hasn’t been finalized.

    But the data that companies like these have acquired will continue to drive buyouts, even as companies like Google and Facebook are relying more on their own in-house analytics capabilities.

    Some of that data is incredibly detailed, down to individual consumers’ hair color, shoe size, and vacation preferences, for example.

    “Flurry has lots of data that Yahoo wanted to grab. The question here is what was the buying price,” said Guillaume Lelait, a vice president for U.S. operations at Fetch, a mobile ad agency that is on track to pull in revenue of $130 million this year.

  • Reply to

    Ladenburg Thalman

    by lookbeforeyousleep Jul 18, 2014 9:12 AM
    mitshu35 mitshu35 Jul 18, 2014 3:28 PM Flag

    Agreed there has been a lot of dilution, especially with the options/warrants. However the report says the current target of 70 cents is based on a relatively low 4X FY15 revenues. If the company ever gets bought at a 10X (or higher) to be in line with industry standards, then we're looking at a pretty decent price from where we sit today. Looks like we are a ways off from that happening, but could be possible once revenues start picking up here. Shares are way too cheap right now in the 12-cent range.

    Sentiment: Strong Buy

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 3:53 PM Flag

    I agree about Richards Group. It's really hard to believe they don't have mobile ad capabilities in-house, being as large as they are. Reviewing their web site gives no indication that they are in mobile, so that seems to be the case. HIPP would be a natural fit for them. Perhaps that FB page is the start of a relationship of testing first, then merger. Don't know, but it wouldn't take much for Richards Group to acquire us. I think somewhere in the $1.50 to $2 range would be a reasonable buyout price at this point. Was thinking a bit higher before today's ruling. With their fat salaries and free options, management has little incentive to sell though. The BoD has a responsibility to do what is in the best interest of shareholders, but I don't think that will be the case here....they will look out for themselves first, then shareholders.

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 2:42 PM Flag

    Just try to look forwards, not backwards.

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 2:12 PM Flag

    "The mobile advertising market keeps growing. In 2013, it was worth $14.3 billion dollars globally according to Zenith Optimedia, and this figure is expected to more than double this year."

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 2:08 PM Flag

    As hard as it may be to buy in the face of the Yahoo ruling disappointment, I still believe this is an opportunity to pick up cheap, cheap shares that don't reflect the improved fundamentals we will be seeing here in the next 2 Q's. Even if the ruling had been in our favor, I didn't think our share price would go up as a result of that - it's just going to take better revenue and earnings numbers to make us move higher. Was hoping we wouldn't tank on a ruling defeat and so far, while we are down some, it is not a disaster for our share price.

    If Ivan's 'inflection point' comment was true and accurate, we will survive and be alright. Industry articles support the claim that increased spending is happening in the mobile ad space this year, so I do believe in Ivan's comment and am hoping for the best here despite this appeals ruling.

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 11:59 AM Flag

    Billy - now that the ruling is out, maybe you can spend some time analyzing it to determine why there is such a difference between your endless predictions of it being 'in our favor' and what what actually decided? Or maybe you won't have enough time to do any worthwhile analysis if you are getting your electronically high-fives ready to fire off.

    "We will have alot more to discuss when the ruling comes down in our favor;"

    Looks like 1 ruling has indeed stopped our patent life.

    "The patents will take on a life of its own that no one can stop"

    Your endless patent-related hype about which you understood very little has been a big disservice.

  • Reply to

    Yahoo Ruling is Out

    by mitshu35 Jun 20, 2014 11:21 AM
    mitshu35 mitshu35 Jun 20, 2014 11:39 AM Flag

    it's on the cacf.uscourts.gov site - look under Opinions & Orders tab on that page.

  • mitshu35 by mitshu35 Jun 20, 2014 11:21 AM Flag

    CAFC ruling was just released. Doesn't look like Billy's prediction is coming true...what a surprise.

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 20, 2014 10:12 AM Flag

    Exactly. Rebuilding credibility and showing improving fundamentals won't happen overnight so it's just going to take some time. Again, I believe we're heading in the right direction so I think this is an excellent time to be buying shares before those changes are reflected in our share price. As imiami once said, we didn't get into this mess overnight and it won't be fixed overnight either.

    Sentiment: Strong Buy

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 19, 2014 4:50 PM Flag

    I agree it is, and has been, disappointing that there is virtually no insider buying in this company. But, in the end, it all comes down to what kind of revenue/earnings the company can deliver. I think we'll see accelerating revenues. The amount of recent stock option handouts concerns me but I think if we can grow at more than 25%, which I think we will in this FY, we'll be ok. The dilution in this company has been unreal and is more concerning to me than the lack of insider buying.

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 19, 2014 4:33 PM Flag

    No, I don't feel like an idiot. I just can't stand his worthless, pumping posts. They are like nails on a chalkboard to me ever since I learned he simply can't back up a single thing he says.

    I did buy a fairly big chunk of shares over the past week. I believe we're at or very, very close to the bottom here and will be seeing improving fundamentals from here on out. Ivan's comment about an inflection point combined with what he said and we otherwise heard about some substantial contracts being signed in Q4-Q1 leads me to believe the worst is behind us. Similar news articles about increasing mobile advertising revenue coming in as well. Once the market starts seeing improved revenue, the sub-20 cent prices will be long gone I think. Now is the time to be buying.

    Sentiment: Strong Buy

  • Reply to

    Posters and Readers of HIPP message board

    by bobadams7002 Jun 19, 2014 11:26 AM
    mitshu35 mitshu35 Jun 19, 2014 3:54 PM Flag

    I thought you said the timing of something big was before the Masters began. That seems to come and go without us hitting your $1 share price prediction.

  • Reply to

    the juice is loose!

    by jennbass1980 Jun 10, 2014 9:56 PM
    mitshu35 mitshu35 Jun 11, 2014 12:05 PM Flag

    facebook entry.

  • Reply to

    URGENT - Major share dumping in effect

    by neilson_don May 15, 2014 11:54 AM
    mitshu35 mitshu35 May 15, 2014 6:28 PM Flag

    Bob - Investorshub provides this info. Just click on the Data Tools tab, then Trades and enter the ticker symbol. it's 15-minute delayed and it's free.

  • Reply to

    25% YoY growth for slowest Q1 guidence

    by sirius_yomama_2 May 9, 2014 9:20 AM
    mitshu35 mitshu35 May 9, 2014 11:18 AM Flag

    2 big reasons to stay invested and/or buy shares here: Yahoo ruling expected this month per comment on the call. Not sure why they think it will happen this month but it's probably what their attorney is telling them. Second reason is the strategic alternative status - was briefly mentioned on the call. This process got underway in Feb. with the CG PR announcement. We could see news on this at any time - whether it's the sale of the company, a partnership or something else, the end goal is to increase shareholder value so we should see a higher share price upon the conclusion.

    Reasons to sell here: I really don't see any given the significantly undervalued situation we are in (less than 2X FY15 sales). I don't think we'll see another cash raise at this point. Only downside I see is the opportunity cost of not investing elsewhere. From comments on the call, sounds like Q1 is shaping up nicely with some significant new deals having been signed recently. I wouldn't be a seller at these levels.

    Sentiment: Strong Buy

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