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GOOG Up With Markets
Markets are up in the shortened trading day as factory orders surge past estimates. Shares of GOOG are up with tech. Investors continue look for Android momentum and monetization on smartphones and tablets; integration of Motorola; regaining ground in China; the resurgence of Google TV; continued growth of YouTube; expansion of social network Google +; and progress in other initiatives (location-based services, mapping, Google Wallet, Google Music, etc.). The stock trades at approximately 10.4x Enterprise Value / EBIT.Apple Vs. Google Vs. Microsoft Round Two (Huffington Post)
Apple continues to innovate and the entire world is trying to catch up. Google is the new Microsoft, the new cooler and much improved Microsoft. They are doing the same thing that Microsoft did years ago with the Android mobile operating software, except they are letting you use it for free instead of selling it with a licence. Microsoft is doing what it has always done best: bought its way into the market. It created a partnership with Nokia to run its mobile Windows on all Nokia phones. Who do you think will win?
Apple Edges Out Android In Terms Of Growth (GigaOM)
Between February and May this year, Apple’s iPhone saw a sliver of growth in smartphone market share in the U.S., where it accounts for a little over 30% of all smartphone subscriptions. Meanwhile Android saw smaller growth, but is still the most prevalent OS on smartphones, with a little over 50% market share, according to comScore. It’s interesting to see a slight uptick in iPhone marketshare, both on the iOS side and on the handset side, especially because Apple hasn’t released a new phone since October. New carriers are pulling through.
The Nexus Q Takes On Apple TV And Entry Into the Gaming Console Market (iSource)
The Nexus Q is obviously a step into Apple’s market, where they have been selling the Apple TV for years. But what isn’t there is more interesting than what was actually presented. The device has the opportunity to become the game console. Currently, it is a device through which you purchase Google Play content, and undoubtedly Google makes money from that, but there is a potential there for more. Google takes the more Microsoft-like approach and releases things and sees if they stick to the market. It has yet to be seen if the Nexus Q will sell.
Why Google Chose To Manufacture The Nexus Q In The States (Firstpost)
Google’s decision to go with a local manufacturer to construct the Nexus Q is a striking departure from the made-in-China model that Apple and other consumer electronics manufacturers have long considered essential to their competitiveness. Google’s move reflects a nascent trend of “reshoring” manufacturing operations to the United States. While such actions are largely driven by soaring labour costs in China, other benefits of manufacturing locally are shorter lead times, more responsive partners and better protection of intellectual property. Let’s hope demand created by “Made in the USA” on his products will more than offset additional manufacturing costs.
Google Does Something Microsoft Would Never Do, Compromise (CNet)
Google is getting ready to strike a grand bargain with European, and then maybe U.S., regulators to avoid a knock-down, drag-out legal fight. It seems that Google is apparently willing to alter the way that it ranks other sites in its search listings if European regulators drop an investigation into whether Google abused its dominance in search and online advertising. If Google does alter its algorithms as part of a deal, the suspicion will be that perhaps Google was doing something untoward all along. That said, can Google avoid selling out?
Google Copies Microsoft To Try And Fix Android Fragmentation (ZDNet)
This is smart, and long overdue. Google said that it will begin releasing an Android Platform Development Kit. This will give Android device makers access to coming versions of Android 2-3 months before its official release. The PDK isn’t a cure-all, but it will hopefully allow OEMs to release new smartphones and tablets running up-to-date versions of Android. This will also help them update their older smartphones and tablets sooner, too. How is this like Microsoft? With its open Windows hardware ecosystem, Microsoft also faces problems of fragmentation and also failure-to-upgrade.
Google Shows Apple How To Make Things In The U.S. (CNet)
Google’s Nexus Q has one small but important distinction that Apple can’t claim. On the underside of Google’s wireless home media player is the message: “Designed and Manufactured in the U.S.A.” Compare that with Apple’s “Designed by Apple in California. Assembled in China.” Indeed, it is almost unheard of to see a high-tech consumer device like the Nexus Q made anywhere but Asia. Over the last 10 years or so, that ecosystem has moved off shore, almost exclusively to Asia. And Apple is now the poster child for making things in China.
The Biggest Loser Of Google’s Developer Event Was Amazon (Huffington Post)
Somewhere, Jeff Bezos just punched a wall with his bare fist. The Amazon CEO is angry, frustrated, bloodied because his company’s Kindle Fire just got totally upstaged and out-shined by Google and its inspired new Nexus 7 tablet. Consider these two tablets: Both have 7-inch screens. Both retail for $199. Both are marketed as thin, lightweight devices for watching movies and listening to music and reading books and magazines. Same price, same basic size, same pitch to consumers: These tablets are competing against each other — or rather, they would be competing against each other, if the battle weren’t so comically lopsided.
Could Google Glass Change Sports Forever? (Mashable)
Google co-founder Sergey Brin dropped jaws at the company’s annual developer conference with an enthralling demonstration of Google Glass. It all raised a fascinating question: What about “real” sports? Instead of watching a television broadcast of a game, imagine watching it via streaming video and picking your vantage point from traditional wide angle shots to feed delivered via camera glasses worn by different players. Is it really so hard to imagine YouTube, which is of course owned by Google, gaining exclusive broadcast rights to a major sports league in the U.S. or Europe in the next decade?
The Google App Engine Gets An Overhaul (GigaOM)
Google App Engine got some important feature updates as well as new European data centres that could make the platform more attractive to developers outside the U.S. The fact that Google App Engine will now run on more than three European data centres means that developers over there can get to work without worrying about data restrictions. “That’s a really big deal for our European customers who want local data centres not only for better performance but also for legal reasons. Their apps will run out of the EU and their data will reside there,” said Greg D’Alesandre, GAE senior product manager in an interview.