No one seems to spend much time talking about it anymore. For good reason: In large part because Steve Jobs insisted on it, “online video” increasingly means “HTML5-compatible.” There’s not much to debate anymore.

Video search engine MeFeedia, for instance, says that 54 percent of Web video is now compatible with HTML5. That’s more than double the tally the company had back in May–less than six months ago. And because MeFeedia’s numbers include old archival stuff that most people don’t watch, as well as big troves of Chinese video you’re unlikely to see, the practical number for most Web surfers is much higher.

Then again, it isn’t hard to find Web video that isn’t compatible with your iPad or iPhone–or your Android handset from Google, either. And once you do, the fact that the clip is in the statistical minority won’t make you feel any better. Even some sites that Apple says are “iPad-ready,” like the New York Times, have plenty of video that won’t work on Apple’s device or any other HMTL5 player.

MeFeedia highlights these HTML5 holdouts:

• Full episodes from the major TV Networks (including Hulu)
• Most cable network content, particularly long-form video
• Metacafe, MySpace Video, 5min
• Live video sites such as Ustream and Justin.tv
• International sites such as Tu.tv, Youku, and Sevenload

But as the Hulu example shows us quite clearly, the HTML5 gaps that exist today are usually there because of business reasons, not technical ones: Hulu is quite happy to provide you with HTML5 video on your iPad–if you’re willing to pay (something) for a Hulu Plus subscription.

So, sorry iPad users (and yes, international visitors on good old-fashioned PCs)–you won’t be able to see this clip:

While it seems BoomTown is all about the who’s-leaving-Yahoo-now posts, it’s not so!

Case in point: Here are two folks the Silicon Valley Internet giant has just hired.

First, as announced in its Yodel Anecdotal blog yesterday, David Rice will join Yahoo (YHOO) as VP of Product for Media.

That means he will be managing the “strategy and execution for our News, Sports, Finance, Entertainment, Lifestyles, and Games product teams.”

Rice is from online video company Metacafe, where he was COO. He is also an ex-Yahoo, who worked as part of its international product team from 2005 to 2007.

Next is James Wildman, who will become managing director and VP of sales for Yahoo’s U.K. and Ireland unit.

He’ll start in January, after departing his job as managing director of Virgin Media’s ids advertising and media company.

Here’s one that did: MetaCafe has bought Action Sports, without laying out any cash. MetaCafe CEO Erick Hachenburg won’t put a value on the deal, but says it was an equity transaction between the two private companies.

So what does he get for his equity? In addition to the four million visitors that Action Sports’ Go211 gets a month, MetaCafe will also get a new chief revenue officer, in the form of former Action Sports CEO Sean Aruda.

Hachenburg will keep Go211 operating, but the real goal is to use the sports sites’ video to stock a new vertical for MetaCafe itself, expanding on a strategy the company has been pursuing for a while. Meanwhile MetaCafe, which came close to a Yahoo (YHOO) sale in the months following Google’s (GOOG) YouTube buy a few years ago, is staying independent, despite hiring bankers Think Equity to shop the company/pursue “strategic investors” last year.

That has been Metacafe’s strategy for some time now. Rather than try to offer a smaller version of YouTube, the video site has increasingly been trying to focus on a few key categories. Today, it’s launching Metacafe Movies, which doesn’t promise to show actual movies, but trailers and related clips.

Aren’t there plenty of trailer sites? Sure. But Metacafe promises that its will be deeper and better organized than the competition; CEO Erick Hachenburg imagines something closer to a video-focused IMDB.

Of course, IMDB should be the video-focused IMDB. But for whatever reason–perhaps because Amazon (AMZN), which owns the site, has other priorities–the Web’s dominant movie resource has little in the way of clips. Maybe that will change if Metacafe has success.

Following Google’s (GOOG) acquisition of YouTube in 2006, Metacafe came close to a deal with Yahoo (YHOO), but never got it done. Interesting to imagine what would have happened had Jerry Yang and company pushed hard into video a few years ago.

Google CEO Eric Schmidt gave what he just had to know would be a much quoted comment to the Nikkei today, explicitly saying that the company had “begun seriously looking into acquisitions again.”

Music to the beleaguered mergers and acquisitions market, to be sure, especially after a recent uptick from other big companies pulling out their wallets again as the impact of the econalypse subsides.

According to sources, Google (GOOG) is working on at least a half-dozen acquisition deals, most of which are small start-ups in the online advertising and cloud computing arenas.

That would be welcome news for many.

That’s because, as The Wall Street Journal noted in a piece today, “August was shaping up to be the worst month for deal making since 1995, according to data provider Dealogic” (see the chart).

That was, until Disney (DIS) bought Marvel for $4 billion, in a deal announced Monday.

Then yesterday, eBay (EBAY) traded 65 percent of its Skype Internet telephony unit to a group of free-spending private investors, led by Silver Lake Partners, for $1.9 billion.

While eye-popping numbers like that make dealmakers smile, most think it is in the spate of smaller venture-backed companies that more of the action will happen, with big companies like Google, Microsoft (MSFT), Apple (AAPL) and even Yahoo (YHOO) as predators.

Many of these were funded in the Web 2.0 boom and have done well enough, but are figuring out that a link with a larger fish will likely make for a better outcome, along with filling in tech and product gaps at the giants.

Think about Facebook’s $50 million acquisition of social networking site FriendFeed recently and you have the right idea.

According to more than a half-dozen Silicon Valley VCs I have spoken to this week, this is the likeliest kind of exit for a large group of their portfolio companies.

Thus, they are putting on their finest and placing themselves on display in the store window, offering talent and innovation.

“We all realize that a lot of these companies are not going to be independent, so we’re all trying to figure out where they best fit in,” said one VC. “We essentially did business development for a lot of the large companies.”

Thus, here are some companies whose names have been bandied about of late by M&A types who say they are more likely candidates for sale:

Veoh, the Web video portal that MediaMemo wrote about in July, has reportedly been searching for a home for a while now as it struggles in a costly space dominated by giants like YouTube and Hulu.

That goes for many other similar video efforts, such as Joost, Metacafe and Dailymotion, all of which have been trying to gain traction.

There is also likely to be a shakeout in the gaming and “guy” content space, which has also seen a lot of funding in the last several years and less monetary success.

Some possible names here include: Xfire, a gaming instant-messaging company Viacom (VIA) bought a couple years ago for $100 million; Giant Realm, a 20-something guy site funded by Comcast (CMCSA) and others; and UGO, Hearst’s version of a 20-something guy site.

Probably, given the need to focus on monetization, the most active M&A space will be in online advertising.

Sources said Google, for example, has been interested in companies such as Teracent, a dynamic ad-serving and optimization start-up in San Mateo.

There are lots of names in this general arena to pick from, from Tumri to Quantcast to AdMob to the Rubicon Project, not all of which are for sale, but might be for the right price.

Lastly, there is the smart phone and telecom space, where there might be some of the bigger deals.

While Palm (PALM) has been trying mightily to gain traction with its Pre offering, many think that if it does not go as well as hoped, the company will be an acquisition target eventually for giant companies like Nokia (NOK).

While many think Microsoft could also be a buyer of Palm, given the lackluster performance of its Windows Mobile devices, it might be more attuned to a much bigger catch: Research in Motion (RIMM) and its business-oriented BlackBerry empire.

Such a massive acquisition–most of those I bounced that idea off agreed–would be an uphill battle, but it would be perhaps the best fish story ever.

Please see this disclosure related to me and Google.

A good bet: Veoh, one of the best-funded would-be YouTubes. Multiple sources tell me the company is aggressively marketing itself in hopes of finding a buyer.

And if a deal does go through, it will result in a loss for the company’s high-profile backers, who include former Disney (DIS) CEO Michael Eisner and Goldman Sachs (GS). I’m told that CEO Dmitry Shapiro has been shopping the company at prices below $70 million, which is the amount investors have sunk into the portal since 2005.

What happened to Veoh? The same thing that happened to almost every other Web video portal that isn’t Google’s (GOOG) YouTube or Hulu: Not enough audience, not enough ad revenue, too many costs.

Veoh claims an audience of about 25 million users, which is less than auditors like comScore (SCOR) report, and is, in any case, an order of magnitude smaller than YouTube’s. Sources tell me the company lost money on revenue of about $6 million last year. Sales are up and executives are optimistic it could break even this year, but the trajectory isn’t high enough to keep Veoh afloat as an independent company.

Complicating matters for Veoh is a costly court battle with Vivendi’s Universal Music Group, which accuses the company of copyright violations. That two-year-old fight has cost the start-up millions in legal fees.

The fact that Veoh’s backers include media-savvy players like Time Warner (TWX); former Viacom executives Tom Freston and Jonathan Dolgen; and Spark Capital, one of the primary investors in Twitter, hasn’t been enough to help the company extricate itself from the suit.

In April, Veoh laid off a good chunk of its staff, replaced CEO Steve Mitgang with Shapiro, the company’s founder, and focused its energy on a new “Video Compass” player that users are supposed to download and install in their Web browsers.

At the time, Shapiro said that the company’s Web portal business was a success but acknowledged that “quite frankly, there are a lot of things like that.”

So who would buy Veoh? Theoretically, at the right price, the company could be attractive to a large Web player like a Yahoo (YHOO), which used to be a big player in video back when video was a small market. Or the company could try marketing its technical expertise to a cable/telco company like Time Warner Cable (TWC) that hasn’t done much with online video but says it will soon.

But rival Web portal Joost tried making the same pitch to various buyers over the last few months and couldn’t get a deal done. Last week Joost laid off most of its staff and said it would try to go it alone as a services company.

This kind of flux is now par for the course among the big Web portals that thought they could rival YouTube, or at least secure second place. But Google’s lead over everyone else in video gets bigger every day, and its primary competitor is now Hulu, which has the advantage of premium content from its Hollywood owners–Disney, GE’s (GE) NBC Universal, and News Corp.’s (NWS) Fox.

In addition to Veoh and Joost, France’s DailyMotion has swapped out CEOs in recent months and is reportedly looking to raise money. Meanwhile, Metacafe, yet another video hub, has hired boutique investment bank Think Equity to look for “strategic investors to provide expansion capital.”

Metacafe CEO Erick Hachenburg says his company doesn’t need the money and can survive on its own if it doesn’t go ahead with a deal. “You would expect in this marketplace that you’re going to have a shakeout, and the stronger players are going to make it,” he says.

That sounds right. The question is whether we’ll have more than two players left when this is all over.

The service is laying off the majority of its employees, and CEO Mike Volpi (pictured right) is out, replaced by Matt Zelesko, who had been SVP of engineering. The Joost.com portal site will stay open, but best to think of it as an ad for the company’s hosting and distribution services, which it will try to sell to cable companies and the like.

A Joost spokesperson declined to say how deep the layoffs will be; but I’m told that the company, which had more than 100 employees last fall, will be down to a couple dozen after the cuts are done. In a post on Joost’s Web site, Volpi said the company “will say goodbye to many of our colleagues and friends.”

This isn’t a shock: Joost’s fate has been the subject of whisper and rumors for the last year or more. The service made an initial splash in 2007 by raising $45 million from the founders of Skype and an array of high-profile investors and media companies, including Sequoia Capital and Viacom (VIA), and was initially supposed to deliver copyrighted content via a peer-to-peer distribution system and a player that users downloaded to their desktops.

But YouTube, and later Hulu, conditioned users to watch video via their browsers, and Joost’s software never caught on. By last fall, the company had retooled and began offering video via the browser like everyone else, but it has never been able to generate a significant audience. In November, a month after the company launched its Web browser, it said it was attracting 2.1 million unique users world-wide, a fraction of YouTube’s audience, and well behind rivals like Hulu, MetaCafe, Veoh and DailyMotion.

Here’s the service’s unique visitor count, per Comscore (SCOR); Joost’s unique viewer count, which is the more relevant metric for video sites, is considerably smaller (click to enlarge):

Joost has been a frequent candidate for buyout rumors, and the company hasn’t gone out of its way to deny them. The supposed buyers would be cable companies like Comcast (CMCSA) Time Warner Cable (TWC) or telcos like AT&T (T) and Verizon (VZ), which would presumably use Joost’s technical team to help build out their own Web video plays.

But some of the cable guys and telcos insist that they’re fine with the people they have. And if they do want to buy a video player, they have plenty of options: Just about all of Joost’s peers have been on the block, formally or informally, for the past few months.

JOOST TO PROVIDE WHITE LABEL ONLINE VIDEO PLATFORM

NEW YORK AND LONDON – June 30, 2009 – Joost, the online video startup, announced today that, along with Joost.com, it will focus on providing white label online video platforms for media companies, including cable and satellite providers, broadcasters and video aggregators. This technology and service offering will support content owners’ efforts to build comprehensive branded environments online.

Media companies around the world are embracing internet-based video portals as a key path to distribute their premium video, but building a world-class video portal is increasingly difficult and expensive. Joost will focus on this issue and provide the market with a cost-effective, end-to-end solution for media companies to publish video under their own brands.

As a part of this new direction, Joost will reorganize and restructure its business. A core team in New York and London will work on providing these solutions, as well as operating and supporting Joost.com and its associated video applications. Joost also will wind down operations in its Leiden development center.

Matt Zelesko, currently SVP of Engineering at Joost, will take over as CEO while continuing to lead the engineering organization. Stacey Seltzer, currently SVP of international business development and content acquisition at Joost, will run the business operations. Mike Volpi has stepped down as CEO of Joost but will remain actively involved as Chairman of the Board.

Joost plans to make its white label video platform commercially available to media companies around the world. This offering will provide a solution for companies looking to build a branded experience for their content on their own site as well as other sites and platforms in their distribution networks.

The Palo Alto, Calif., company, which is funded by Highland Capital Partners and DAG Ventures, focuses on what it sees as a middle ground between YouTube and Hulu–short-form videos that are professionally produced or poised to go viral–said its chief executive, Erick Hachenburg, a former Electronics Arts (ERTS) executive.

YouTube has a high percentage of personal or response videos, he said, while Hulu is where consumers go to watch an entire TV episode. Metacafe.com, in contrast, is pared down to channels for movie trailers, sports clips and music videos. It had about 7.3 million unique video viewers in April, according to comScore (SCOR), compared with Hulu’s 40.1 million uniques.

Read the rest of this post on the original site

At the top of a VideoSurf results page for ‘Mad Men,’ users can search for clips featuring specific characters.

This week I tested VideoSurf.com, a site that claims to be the first to search videos by “seeing” images that appear in these videos. The company says its technology can analyze a clip’s visual content, as well as its metadata — especially when searching for people. VideoSurf has analyzed and categorized more than 12 billion visual moments on the Web to understand who the most important characters and scenes are in a video, and it uses this knowledge to sort clips according to relevancy.

Search results on VideoSurf spread out videos in a filmstrip-like format, distinguishing one scene from the next. Users can choose an option to show only faces, which helps if you’re looking for a specific person in a long video or movie. And when looking at videos from certain sources, you can select a scene from the filmstrip and jump ahead to that scene rather than sit through the entire clip.

When it works, VideoSurf is one of those technologies that make you wonder why someone didn’t think of it sooner. The site aggregates content from about 60 sources, including YouTube, CNN Video, Hulu, ESPN and Comedy Central, and a sorting tool weeds out unwanted results like the irksome slideshows that are labeled as videos. VideoSurf can find videos on all kinds of subjects, but it really shines when it finds well-known people.

But VideoSurf has some rough edges and doesn’t always work as it should. In its defense, the site is still in its public beta, or trial, stage, and plans to be full-blown by early next year. Right now, one of its best features, the ability to jump ahead to specific scenes, works with video from only a handful of sources including YouTube, MetaCafe, DailyMotion and Google (GOOG) Video. Videos from Hulu.com confusingly allow jumping ahead only from certain screens.

Additionally, I came across a couple of videos that were no longer available, though they were listed in search results. And a customizable VideoSurf home page for users with accounts on the site saves searches but not specific clips; VideoSurf plans to fix this next week by adding a favorites page where users can store and share favorite videos with others.

Still, I really grew to like VideoSurf’s clear way of displaying content that would be otherwise buried within videos. Rather than trying to guess a video’s contents by looking at a single representative image, VideoSurf’s filmstrip views showed me exactly what I’d be watching. In many cases, I viewed a video I might not have otherwise watched because its filmstrip showed shots of scenes that looked interesting.

On the left-hand side of the search-results page, VideoSurf users can narrow results according to Content Type, Categories and Video Sources to see just what they’re looking for — or, often more important, what they’re not looking for. Content Type, for example, includes slideshows, Web series, full television episodes and full movies; a search can include only videos in a particular category (say, slideshows) or exclude that category altogether by unmarking the box beside it.

Most search-results pages include tiled still images at the top representing the characters in the videos. By selecting one of these characters, users can refine search results to show only videos with that character. For example, I typed the title of a favorite television show, “Brothers and Sisters,” into the search box and saw the names and images of seven actors on the show at the top of the screen. I selected Sally Field and was redirected to results of videos featuring only the mother she plays on the show.

I used VideoSurf to search for Beyonce’s “Single Ladies” music video, and then changed the date parameters to find only videos posted this week. This retrieved a Saturday Night Live skit in which the pop singer spoofs her own video with help from three men in tights — including Justin Timberlake. While the SNL skit ran, a list of related videos appeared in a column on the right, including clips of J.T.’s past SNL skits.

Occasionally, annotations appear on videos, but these come from the source — not VideoSurf. If overlaid text appears on YouTube videos, it can be turned off using an icon in the bottom right of the YouTube screen. Video-sharing sites that use introductory pages such as pre-rolls before each video will still show those pages.

VideoSurf makes it easy to send specific clips of videos to friends. I did so by selecting a Share option and adjusting slide bars to trim the clip to start and end at scenes I preferred. Clips shared with friends via email are sent with the VideoSurf filmstrip, giving others the ability to also know what the video will include so that they, too, can discern whether or not they want to watch it.

Clips can be shared on social-networking sites like del.icio.us, MySpace and Facebook, though VideoSurf’s helpful filmstrip didn’t show up on these sites like it did in emails.

I also tested an add-on for the Mozilla Firefox browser called Greasemonkey that works with VideoSurf. When installed, this displays VideoSurf’s helpful filmstrip beneath search results from Google Video, YouTube, Yahoo (YHOO) or CBS.com (CBS). Once installed, filmstrips illustrating important scenes appear along with the normal text results for videos, and some of the filmstrips enable jumping ahead to specific scenes. This somewhat techie Greasemonkey extension can save people the extra step of making a separate visit to VideoSurf.com to watch a specific clip.

VideoSurf uses smart technology that can save people the aggravation of watching videos that aren’t what they appear to be. Since so much Web content now includes videos, a visual search tool that can better assess videos like VideoSurf is a good idea. When this site improves its now-flaky ability to jump ahead to specific scenes in videos, it will be even more valuable.

Edited by Walter S. Mossberg

• Email us at mossbergsolution@wsj.com. Find this and other columns and videos online free at the All Things Digital Web site: http://walt.allthingsd.com

To keep you abreast of tech news while he’s away, we’re compiling a daily digest of 10 must-read tech stories. We’re calling it the Tech 10 and it appears below.

1. Retailing behemoth Wal-Mart will sell digital-music downloads on its Web site without copy protection, Reuters reports. The so-called digital-rights management software insisted on by some record labels can stymie where the average user plays the songs.
2. Taking on the juggernaut of iTunes, MTV and RealNetworks are forming an online digital music venture called Rhapsody America. According to The Wall Street Journal, Verizon Wireless has signed on as mobile distributor of the joint content.
3. Adobe Systems’ warhorse Flash Player is getting a makeover named “Moviestar.” The update, says InfoWorld’s Paul Krill, will bring high-definition video technology to downloads, affording clearer and smoother playback of images.
4. Increasingly popular online video site Metacafe got a shot in the arm in the form of $30 million in financing. VentureBeat reports that the latest cash infusion was led by new investors Highland Capital Partners and DAG Ventures.
5. Acknowledging it did bad (though not evil), Google announced last night that it would make credit-card refunds, rather than Google Checkout credits, to those owed after the company terminated its download-to-own/rent service of Google Videos. PC Magazine disclosed that the search giant will also allow users an additional six months to watch the videos they have already downloaded.
6. Fretting over security and productivity concerns, half of all companies in a recent survey are blocking employees’ access to Facebook. The poll of 600 workers by online security firm Sophos also found that two-thirds of all employees believe their colleagues are revealing too much information on the social-networking site, exposing them to cybercriminals bent on data theft and their companies to network hackers.
7. Bebo, the U.K.-centric social-networking site, has announced a partnership with Microsoft on a new instant-messaging service. According to Webware, the Windows Live Messenger hookup is only that–and not a signal of any impending acquisition.
8. Joining the social-networking parade, online business network CollectiveX has launched Groupsites. According to Michael Arrington of TechCrunch, the new product opens up the buttoned-down service to allow users to create social profiles as well.
9. Upping the ante in the competition for giving laptop users more memory, Toshiba announced today that it will release a 320-gigabyte hard drive for its laptops by the end of the year. According to IDG News Service, for users of multimedia laptops–where storing video is paramount–the extra space will come as a welcome feature.



10. In a bow to color choice and the sexes, researchers have found that there’s truth in the the time-honored (if sexist) adage that girls like pink, boys like blue. Reporting on a study from two scientists at Newcastle University, the Independent did not confirm whether the findings were borne out in colors chosen by men and women for iPod skins.

–posted by Associate Editor John Sullivan

To keep you abreast of tech news while he’s away, we’re compiling a daily digest of 10 must-read tech stories. We’re calling it the Tech 10 and it appears below.

1. Retailing behemoth Wal-Mart will sell digital-music downloads on its Web site without copy protection, Reuters reports. The so-called digital-rights management software insisted on by some record labels can stymie where the average user plays the songs.
2. Taking on the juggernaut of iTunes, MTV and RealNetworks are forming an online digital music venture called Rhapsody America. According to The Wall Street Journal, Verizon Wireless has signed on as mobile distributor of the joint content.
3. Adobe Systems’ warhorse Flash Player is getting a makeover named “Moviestar.” The update, says InfoWorld’s Paul Krill, will bring high-definition video technology to downloads, affording clearer and smoother playback of images.
4. Increasingly popular online video site Metacafe got a shot in the arm in the form of $30 million in financing. VentureBeat reports that the latest cash infusion was led by new investors Highland Capital Partners and DAG Ventures.
5. Acknowledging it did bad (though not evil), Google announced last night that it would make credit-card refunds, rather than Google Checkout credits, to those owed after the company terminated its download-to-own/rent service of Google Videos. PC Magazine disclosed that the search giant will also allow users an additional six months to watch the videos they have already downloaded.
6. Fretting over security and productivity concerns, half of all companies in a recent survey are blocking employees’ access to Facebook. The poll of 600 workers by online security firm Sophos also found that two-thirds of all employees believe their colleagues are revealing too much information on the social-networking site, exposing them to cybercriminals bent on data theft and their companies to network hackers.
7. Bebo, the U.K.-centric social-networking site, has announced a partnership with Microsoft on a new instant-messaging service. According to Webware, the Windows Live Messenger hookup is only that–and not a signal of any impending acquisition.
8. Joining the social-networking parade, online business network CollectiveX has launched Groupsites. According to Michael Arrington of TechCrunch, the new product opens up the buttoned-down service to allow users to create social profiles as well.
9. Upping the ante in the competition for giving laptop users more memory, Toshiba announced today that it will release a 320-gigabyte hard drive for its laptops by the end of the year. According to IDG News Service, for users of multimedia laptops–where storing video is paramount–the extra space will come as a welcome feature.



10. In a bow to color choice and the sexes, researchers have found that there’s truth in the the time-honored (if sexist) adage that girls like pink, boys like blue. Reporting on a study from two scientists at Newcastle University, the Independent did not confirm whether the findings were borne out in colors chosen by men and women for iPod skins.

–posted by Associate Editor John Sullivan