Google (GOOG) has been all over the news recently -- if it was the small acquisitions or the proposed net neutrality deal with Verizon (VZ). But perhaps more seriously are the different articles in the media about how the Web is changing and how that's going to affect the search engine giant.

The Web Is Dead. Long Live the Internet is the provocative title of a Wired article published Tuesday. Chris Anderson explains how we changed our habits from using the "wide-open Web to semiclosed platforms that use the Internet for transport but not the browser for display." Most importantly, he adds, "it's a world Google can't crawl."

Continue reading Google Faces Threats as Web Is Changing

Google Faces Threats as Web Is Changing originally appeared on BloggingStocks on Wed, 18 Aug 2010 12:00:00 EST. Please see our terms for use of feeds.

Yesterday was a good day for Baidu (BIDU), the Chinese Internet search portal, after some Wall Street analysts noted that the departure of Google (GOOG) from China could "benefit Baidu tremendously."

BIDU has traded well in the United States, hovering in the upper reaches of the $380 region -- but GOOG's decision to operate in China without censoring local search results after recent cyber attacks pushed BIDU as high as $470 before the stock settled into the lower $400s.

Continue reading Baidu.com Could Benefit from Google's Misfortunes

Baidu.com Could Benefit from Google's Misfortunes originally appeared on BloggingStocks on Tue, 02 Feb 2010 10:00:00 EST. Please see our terms for use of feeds.

"Google (NASDAQ: GOOG) remains the dominant search engine on the web," notes Paul Tracy. In his StreetAuthority Market Advisor, he views the stock as a solid buy for growth investors.

"In economic downturns, one of the first costs most companies cut is advertising. Not surprisingly, over the past year, most companies have slashed their advertising budgets in response to the severe economic downturn.

"But online ad spending has remained remarkably resilient. GOOG's system targets specific ads based on what users type into their search box, geographic location and other factors.

Continue reading Go for growth with Google (GOOG)

Go for growth with Google (GOOG) originally appeared on BloggingStocks on Mon, 08 Jun 2009 10:50:00 EST. Please see our terms for use of feeds.

Google's search marketshare inches forward in April; also named most-visited site by ComScore originally appeared on BloggingStocks on Thu, 15 May 2008 10:22:00 EST. Please see our terms for use of feeds.

Google (NASDAQ: GOOG) is recently down $14.54 to $471.80 in pre-open trading.

Smith Barney says: "Weak January Click Data from comScore." BMO Capital Markets says: "US Search Data Points Curb Enthusiasm."

GOOG March option implied volatility of 39 is above its 26-week average of 34 according to Track Data, suggesting larger price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Option update: Google volatility increases as shares sell off to nine-month lows originally appeared on BloggingStocks on Tue, 26 Feb 2008 09:33:00 EST. Please see our terms for use of feeds.

Google (NASDAQ: GOOG) does not much like the fact that Microsoft (NASDAQ: MSFT) is making a bid for internet portal firm Yahoo! (NASDAQ: YHOO). So the world's largest search company has decided to start a PR campaign to get the government to kill the deal.

In a blog post, Google Senior Vice President David Drummond asks whether Microsoft could "now attempt to exert the same sort of inappropriate and illegal influence over the Internet that it did with the PC," according to The Wall Street Journal (subscription required). Microsoft immediately took the other side of the argument by saying that Google dominates the global search market. A purchase of Yahoo! would not knock Google out of the No.1 spot.

The bickering over the matter probably makes little difference. Google is so powerful now in internet search that Microsoft may not make much progress there even by owning Yahoo!. There will be all sorts of integration problems if its bid goes through. Google probably will keep gaining search share in the meantime. The government knows all of that. There is little reason for it to oppose the deal.

Douglas A. McIntyre is an editor at 247wallst.com.

Google criticizes Microsoft over Yahoo! bid originally appeared on BloggingStocks on Sun, 03 Feb 2008 18:40:00 EST. Please see our terms for use of feeds.

China's Baidu.com doubles profit, but future guidance causes jitters originally appeared on BloggingStocks on Fri, 26 Oct 2007 14:29:00 EST. Please see our terms for use of feeds.

Hewlett-Packard Company (NYSE: HPQ) has inked a deal with Time Warner Inc.'s (NYSE: TWX) AOL unit to install AOL's web browser start page, toolbar and search on HP personal computers sold worldwide. This may not sound like a big deal, but it is, since the vast majority of computer users never change the default start pages that load when their Internet Explorer web browser starts up. Having AOL's search engine, which is powered by Google Inc. (NASDAQ: GOOG), as the default is a biggie as well. HP, after all, sells more desktop and laptop computers than any company on the planet at this time.

AOL will use its custom "myAOL" homepage as the default website on all HP PCs, which will encourage new HP owners to use AOL's services like email, news, finance and weather. While some computer users complain of unwanted "bloatware" that ships on new PCs, the practice of providing new PC owners with default relationships to service providers such as AOL is likely to continue.

Now, what is unanswered here is how this will affect HP's existing relationship with internet portal Yahoo, Inc. (NASDAQ: YHOO) which has been in place for almost one year. Since HP did not make a single reference to this relationship, one must surmise that HP is dumping Yahoo! completely from its systems and replacing Yahoo!'s services with AOL's services. If that is the case, Yahoo! just earned a huge black eye and AOL came out very rosy. With HP competitor Dell, Inc. (NASDAQ: DELL) using Google services as the default on its PCs, this leaves Yahoo! in a tough position without a top-tier PC partner.

Hewlett-Packard (HPQ) and AOL sign browser deal originally appeared on BloggingStocks on Wed, 19 Sep 2007 12:24:00 EST. Please see our terms for use of feeds.

Actually, fluctuations happen every single month among the internet search kingpins like Google, Yahoo! (NASDAQ: YHOO), Microsoft Corp. (NASDAQ: MSFT) and Ask.com (NASDAQ: IACI). When Google and Yahoo! swap a half of a percentage point in market share for internet search, blog entries (like this one) and the media play it up. It's a non-issue, though. There are an infinite number of variables during each month globally -- like PC shipments, broadband internet penetration, mobile phone sales and marketing programs from all the search leaders -- which all affect market share in these nice little percentage slices.

Google web properties held fast in June with a 49.5% share of the U.S. search market, while Yahoo! sat at a comfortable 25.1% of the U.S. market. Microsoft was in third place with 13.2% and Ask.com and its network saw a market share of 5%. In fifth was Time Warner Inc. (NYSE: TWX)'s AOL unit, with 4.2%. To put those percentages into perspective, U.S. internet customers conducted 8 billion searches in June, up 26% from June 2006. So, although the percentages are staying pretty much the same in terms of proportion, the actual volume has spiked nicely from a year ago. And, Google is still taking the lion's share. Minor percentage drop? Google's still sitting very pretty.

Google loses insignificant piece of market share originally appeared on BloggingStocks on Thu, 19 Jul 2007 13:36:00 EST. Please see our terms for use of feeds.

Google after the bell for 05-22-06: Still the search king originally appeared on BloggingStocks on Mon, 22 May 2006 16:25:00 EST. Please see our terms for use of feeds.

We continue to hear about how Google could face stiff competition in the Internet search arena from the likes of a re-energized Yahoo! and Microsoft. Both competitors have been reinventing their search businesses in an attempt to get in on the lucrative paid-search advertising business that Google now essentially owns.

But Google has an advantage: The core competency of the company is search. That is Google's brand identity and therefore, the one core service that customers turn to it for.

I mention this because try as it might, Yahoo! won't be able to compete to the point of causing Google lost sleep in the Internet search business -- and strangely it has even admitted this. It plans instead to focus on building content relationships with its customers and offering distinguishing services that are compelling.

Microsoft, arguably the toughest competitor in the computing age, also will not be able to take much share away from Google regarding search. It may be able to beef up search relevance under the new Windows Live moniker. But branding is all important in the consumer mind (just ask Nike or Apple about this). And, try as it might,  Microsoft's brand will never stand for search.

Continue reading Why Microsoft and Yahoo! won't threaten Google's search dominance

Why Microsoft and Yahoo! won't threaten Google's search dominance originally appeared on BloggingStocks on Mon, 22 May 2006 09:58:00 EST. Please see our terms for use of feeds.

Google says Microsoft stealing search with new IE7 browser originally appeared on BloggingStocks on Mon, 01 May 2006 08:09:00 EST. Please see our terms for use of feeds.

Google upgrades corporate search engine technology originally appeared on BloggingStocks on Thu, 20 Apr 2006 09:44:00 EST. Please see our terms for use of feeds.