google posts
FeedPosted Nov 2nd 2009 11:20AM by Elizabeth Harrow (RSS feed)
Filed under: Analyst reports, Analyst upgrades and downgrades, Products and services, Competitive strategy, Google (GOOG), Motorola (MOT), Research in Motion (RIMM), Options
An article in Barron's suggests that Motorola (NYSE: MOT) is on the verge of regaining some of its former mojo. The company recently offered a solid outlook for the remainder of the year, and it could garner new business after debuting two smartphones featuring Google's (NASDAQ: GOOG) Android operating system -- namely, the Droid and the Cliq.
The author cites analyst Ed Snyder of Charter Equity Research, who believes Motorola is on the cusp of "an extended upswing in handsets ... over the next several quarters." Snyder believes that the firm's ailing handset division could achieve break-even results as soon as the second quarter of 2010.
Continue reading Barron's, Citigroup bet on a comeback for Motorola
Posted Oct 30th 2009 12:45PM by Brian White (RSS feed)
Filed under: Consumer experience, Competitive strategy, Microsoft (MSFT)
Although Microsoft Corp. (NASDAQ: MSFT) has much of the business world wrapped around at least some of its software, the largest software company in the world is mostly known for its consumer products. Names like Windows, Zune, Windows Mobile, Sidekick, and Xbox are household terms (well, in gadget households perhaps).
Still, with all those names, why hasn't Microsoft formed some kind of overall consumer ecosystem so that all these products fit, work, and play together seamlessly?
Continue reading Microsoft is not competing in the most efficient manner possible -- why?
Posted Oct 30th 2009 11:45AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Apple Inc (AAPL), News Corp'B' (NWS), Technology
Google (NASDAQ: GOOG) makes it easier to search for websites, e-mail messages, passages from books and videos. Where you haven't heard much about Google's search capabilities -- or Google in general -- is the music business.
But, that's about to change. On Wednesday, the search giant announced that it was partnering with music services such as Pandora, Lala, News Corp's (NASDAQ: NWS) MySpace, and Rhapsody by RealNetworks (NASDAQ: RNWK) to help users find, listen to and ultimately buy music on the web.
Continue reading Google wants eardrums, not just eyeballs
Posted Oct 30th 2009 10:20AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Technology
RealNetworks (NASDAQ: RNWK) is profitable again! The online media company that provides music and other entertainment cut its way into the black, getting rid of the costs that were getting in the way. It wasn't much of a profit, only $1.5 million for the third quarter, not even a full cent per share, but it's a hell of a lot better than the $4.5 million loss it sustained in the third quarter of 2008.
Revenue fell 8% last quarter to $140.3 million, just shy of the analyst average of $140.9 million. This trend is likely to continue through the fourth quarter. Music, technology product and game revenues were down. The profit was instead eked out of the supply chain and headcount.
Continue reading RealNetworks cuts to profits, eyes future with Google
Posted Oct 28th 2009 3:30PM by Tom Johansmeyer (RSS feed)
Filed under: Deals, Rumors, Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), IAC/InterActiveCorp (IACI), Technology
Unless you already have a major foothold in the search engine market – or an amazing, disruptive technology that can make the world take notice – there isn't much point in staying. Competing with Google (NASDAQ: GOOG) is hard enough, even when you're Yahoo (NASDAQ: YHOO) or Microsoft (NASDAQ: MSFT) ... and, apparently, when you're IAC/InterActive Corp (NASDAQ: IACI). Barry Diller is ready to give up Jeeves, but only if asked nicely.
Diller's presence in the search space is Ask.com, ranked #4 behind Google, Yahoo and Microsoft's Bing. With a substantial gap between first and second, fourth barely registers at all. Ask.com has only a 2% U.S. market share, according to Hitwise, more than 60 percentage points behind the industry leader.
Continue reading Would anybody buy Jeeves? Ask might go on block
Posted Oct 28th 2009 1:50PM by Tom Johansmeyer (RSS feed)
Filed under: Bad news, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), Time Warner (TWX), International Business Machines (IBM)
Your e-mail account is a goldmine. Technology companies push hard to keep your data secure, but there are plenty of scumbags out there who always seem to find a new way to gain an edge over the guys in white hats. Phishers, in particular, are eager to find new ways to profit from your identity and information, and they're getting some new tricks.
Phishing scam activity was quiet at the beginning of this year, according to a report in USA Today, but these attacks surged 200% from May through September, says the X-Force team at IBM (NYSE: IBM). Webmail, social media and gaming accounts are their primary targets. E-mail access, in particular, is highly sought after, since they can be use to push out spam ... while bypassing filters.
These "virgin" e-mail accounts command top dollar: a digital criminal can pick up as much as $2 for a clean account from Microsoft (NASDAQ: MSFT) Windows Live, Google (NASDAQ: GOOG) Gmail, Yahoo (NASDAQ: YHOO) YahooMail or AOL (NYSE: TWX). This is more than twice the amount typically paid for a stolen credit card account, according to Fred Rica, principal in the security practice at PricewaterhouseCoopers. Many webmail users actually do half the criminals' job for them, with 33% using just one password online and 48% using only a handful.
Continue reading Phishers using new lures
Posted Oct 27th 2009 5:00PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Google (GOOG), Apple Inc (AAPL), AT and T (T), Verizon Communications (VZ)
Verizon Communications Inc. (NYSE: VZ) issued Q3 data on Monday. According to the press release, the telecommunications entity made, on an adjusted basis, 60 cents per share. Disappointing, since that's six pennies less than last year's comparable number. However, it was a penny ahead of analyst expectations, according to Reuters.
Of course, when discussing Verizon, what tends to receive focus is cash flow. As we all know, the company is a famous dividend play. Many investors consider this angle to be not only valuable, but an added safety element as well.
Continue reading Verizon tops Q3 profit estimate, but it's all about the dividend
Posted Oct 26th 2009 11:40AM by Tom Johansmeyer (RSS feed)
Filed under: Industry, Consumer experience, Internet, Competitive strategy, Google (GOOG), Microsoft (MSFT), Amazon.com (AMZN)
Traditional retailers haven't exactly embraced online sales channels. Sure, they all have websites, and they sell varying amounts of merchandise through them, but they've been slow to tap into the potential. When I was watching the space as an analyst at a major consulting firm (admittedly, back in 2007), many retailers equated a website to a new store opening. Finally, however, this industry is starting to see the potential of this venue, particularly when it comes to tracking consumer behavior.
When the CEO of Macy's (NYSE: M), Terry Lundgren, says that online sales are only good for 6% of last year's total sales, it's a hint. The translation: "We focus on where the revenue is" is much different from "We focus on where the revenue could be." Aeropostale (NYSE: ARO), on the other hand, sees the upside of playing in the online space, which is where it saw revenues spike 85% last year. Aeropostale has seen increases in traditional venues too, but nothing like what it's realized on the web.
So, maybe there's something to this internet, after all.
Continue reading Consumers dislike web tracking, but not enough to change behavior
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