investors looking at phorm are wising up
read the full post to get the full argument
Mon 14:07 Re: People Lack Real Insight lautresteve 3
below is a few bits from the post
"It's so simple in fact, that I can't understand how they spent so much money developing it. If it were truly worth anything, I'd be on the phone to a VC right about now, but it isn't. And the internet ad experts don't think so either. Profiling for ad targeting has advanced far beyond what Phorm's key technology seeks to deliver. State of the art ad targeting does not simply collect ten facts about you and then match some ads to those keywords, and in fact, matching to categories that the user is already known to be interested in is not considered to be clever, and can be easily achieved without the additional overhead of Phorm/OIX. These days, the ad targeting people want to show you ads for stuff that you didn't know you wanted, which takes a little more inference than the 'ten keywords' approach really allows for,"
"So, their technology is lacklustre at best. It's not very complicated, it's easy to replicate (and improve on) without patent issues (happy to expand on this) and at a far lower cost, it doesn't deliver what the ad targeting people want."
"BT's own survey data suggests that users want less advertising. Given this, and the level of negative publicity surrounding the issue, it's hard to see how many of them would chose to opt in. Some might, of course, but it's not going to be anywhere near the 70% level.
So, no mass profiling, no value to advertisers and no big revenue stream for the ISPs.
Where's the value ? Falling, like the share price."