GOOGL - Google

[Liberty]

Great ad by Google:

 

 

(make sure you have english subtitles on, unless you speak the language)

[Guest valueInv]

Just one of the issues with Glass:

 

http://www.fastcodesign.com/3021668/evidence/google-glass-and-the-rise-of-distracted-walking?partner=rss

[Guest valueInv]

Moto G -- what the iPhone 5C should have been?

 

http://readwrite.com/2013/11/13/motorola-announces-the-moto-g-the-highest-quality-budget-smartphone-on-the-market

 

And see how Kit Kat powers the Android Home interface using Google Search.

 

http://arstechnica.com/gadgets/2013/11/google-just-pulled-a-facebook-home-kitkats-primary-interface-is-google-search/

 

Once again, we see how Android is really a way to defend and expand the use of its most important software and services.  Let's hope that they continue to cause ASPs to go lower and lower for everyone, not just emerging markets.

 

The G should do wonders for the money they Motorola is already losing. ;)

 

Further, most Android vendors (except Samsung) are already losing money. The faster Google drives

Down prices, the faster they will have to exit the market.

 

Further, by taking control of Android, they are limiting partners ability to differentiate.

 

And here starts the Android civil war.

 

And Google starts taking the punchbowl away:

 

http://www.unwiredview.com/2013/11/21/android-4-4-kitkat-ships-without-browser-app-oems-have-to-license-chrome-or-build-their-own/

[Palantir]

MS should seriously consider forking Android and overlaying its own apps over it. There's a decent section of OEMs that aren't part of the Android Alliance, and they would be a good target for a parallel Android universe, furthermore, there are independent app stores for Android so that problem is also solved. Bing OS anyone?

[Guest valueInv]

MS should seriously consider forking Android and overlaying its own apps over it. There's a decent section of OEMs that aren't part of the Android Alliance, and they would be a good target for a parallel Android universe, furthermore, there are independent app stores for Android so that problem is also solved. Bing OS anyone?

 

Yes and no. I would rather they port IE, Bing, Outlook,etc to Android and provide the package as a alternative to Google apps to OEMS. Then offer

better revenue sharing than Google.

 

If they fork Android and offer it to OEMs, they will eat into their own Windows revenues (to a greater degree).

[Guest valueInv]

Awwww, Google, you try so hard to delight your customers:

 

http://brontecapital.blogspot.com/2013/11/google-plus-will-get-your-children.html

http://techcrunch.com/2013/11/26/youtube-addresses-massive-spam-problem-following-rollout-of-much-maligned-google-commenting-system/

https://www.facebook.com/photo.php?fbid=584967451553032&l=b8d8e43a61

 

Do no evil?

 

 

 

[Guest valueInv]

One more:

 

http://www.bloomberg.com/news/2013-12-03/nokia-gets-ruling-blocking-sales-of-htc-s-one-mini-phone-in-u-k-.html

[Guest wellmont]

is this the equivalent of people waiting in line for iphones? Overwhelming demand for Moto X Android phone causes issues...

 

http://gigaom.com/2013/12/03/motorola-apologizes-for-moto-x-cyber-monday-snafus-extends-deal/

[Liberty]

is this the equivalent of people waiting in line for iphones? Overwhelming demand for Moto X Android phone causes issues...

 

http://gigaom.com/2013/12/03/motorola-apologizes-for-moto-x-cyber-monday-snafus-extends-deal/

 

It depends how many they had. If they had millions and ran out, that's certainly impressive. If they had a baker's dozen... meh.

[Guest wellmont]

is this the equivalent of people waiting in line for iphones? Overwhelming demand for Moto X Android phone causes issues...

 

http://gigaom.com/2013/12/03/motorola-apologizes-for-moto-x-cyber-monday-snafus-extends-deal/

 

It depends how many they had. If they had millions and ran out, that's certainly impressive. If they had a baker's dozen... meh.

 

they are only doing a sale for 2 days. so it's obviously not $bbry, which allowed their employees to buy 10 phones each at cost. There is huge demand for great products that are priced well.

[Guest valueInv]

is this the equivalent of people waiting in line for iphones? Overwhelming demand for Moto X Android phone causes issues...

 

http://gigaom.com/2013/12/03/motorola-apologizes-for-moto-x-cyber-monday-snafus-extends-deal/

 

It depends how many they had. If they had millions and ran out, that's certainly impressive. If they had a baker's dozen... meh.

 

they are only doing a sale for 2 days. so it's obviously not $bbry, which allowed their employees to buy 10 phones each at cost. There is huge demand for great products that are priced well.

 

Sure, sure:

 

http://www.phonearena.com/news/WSJ-Motorola-Moto-X-sales-disappointing_id49251

[fareastwarriors]

http://www.nytimes.com/2013/12/03/technology/google-joins-a-heavyweight-competition-in-cloud-computing.html?ref=international&_r=0

 

Google Joins a Heavyweight Competition in Cloud Computing

[Guest wellmont]

WoW! overwhelming demand for new google phone makes some valued Android customers sad....

 

saschasegan

@saschasegan

Motorola sold out their $349 Moto X promotion in 10 minutes. Wonder how many units?

9:12am · 9 Dec 13 · web

[txlaw]

Moto G also appears to be the best "low end" phone that can be had.  Perhaps GOOG will finally start to break even with Motorola ops. 

[fareastwarriors]

YouTube advertising revenue surges 50% to $5.6bn

 

Advertisers will spend a projected $5.6bn on YouTube in 2013, an increase of more than 50 per cent on the previous year, according to a report that underlines a shift away from traditional television ads.

 

The sharp rise, which follows an explosion of viewing on mobile devices, comes as advertisers strive to reach younger consumers who have drifted away from television.

 

Television's share of advertising budgets has peaked after 30 years of growth and online video is now competing for ad spending.

 

 

YouTube does not keep all of the advertising revenue that flows through its site, paying much of it to partners and “content creators”.

 

High quality global journalism requires investment. Please share this article with others using the link below, do not cut & paste the article. See our Ts&Cs and Copyright Policy for more detail. Email ftsales.support@ft.com to buy additional rights. http://www.ft.com/cms/s/0/377ed152-6220-11e3-bba5-00144feabdc0.html#ixzz2nCof5XhI

 

However, the report, by media research firm eMarketer, predicts that YouTube’s net revenues will be $1.96bn once those partners have been paid, giving it 1.7 per cent of all global digital advertising spending. This is a larger market share than sites such as Twitter, AOL and Pandora, eMarketer said.

 

http://www.ft.com/intl/cms/s/0/377ed152-6220-11e3-bba5-00144feabdc0.html#axzz2nCmiSI6L

[txlaw]

Google Sheets updated:

 

http://googledrive.blogspot.com/2013/12/newsheets.html

 

I have pretty much stopped using Excel.

[fareastwarriors]

Google’s Road Map to Global Domination

 

http://www.nytimes.com/2013/12/15/magazine/googles-plan-for-global-domination-dont-ask-why-ask-where.html?pagewanted=1&_r=0&ref=magazine

[Guest wellmont]

Google Sheets updated:

 

http://googledrive.blogspot.com/2013/12/newsheets.html

 

I have pretty much stopped using Excel.

 

does not open old spreadsheets. when I try workaround it gets stuck opening my quote functions. the msftification of google has begun. :( I think you might hear some negatives on this new roll out from the twitterverse.

[fareastwarriors]

Google to charge advertisers only for viewed ads

 

http://www.ft.com/intl/cms/s/0/d7223aee-6321-11e3-a87d-00144feabdc0.html?siteedition=intl#axzz2nCmiSI6L

 

Google on Thursday became the first major online ad network to charge clients only if their adverts have been seen, in a radical shake-up of pricing that affects more than 2m sites in its display advertising network.

 

 

The problem of adverts that do not get seen has plagued the $117bn global online advertising industry. It is estimated that as many as half of the digital ads that marketers buy are not seen at all, with a large portion only being viewed if a website user scrolls all the way down to the bottom of a web page.

 

 

To develop its new product, Google used an emerging industry benchmark that only consider an ad “viewable” if more than 50 per cent of it is visible on the screen for one second or longer. Google developed its own technologies to detect not only whether an ad is visible but also what portion of it is visible.

 

 

[Guest valueInv]

I suppose they're going to subsidize robots with advertising:

 

http://feedproxy.google.com/~r/OmMalik/~3/cmrEhL23jI4/ ;)

[Guest valueInv]

Slowly the backlash begins:

 

http://pando.com/2013/12/16/googles-for-profit-surveillance-problem/

http://gigaom.com/2013/12/16/in-safari-cookie-case-uk-media-fans-anti-google-uproar/

http://finance.yahoo.com/blogs/daily-ticker/class-tension-in-san-francisco-hits-new-highs-170448791.html

 

This will get more interesting once Glass is released  ;)

[Guest ajc]

Serious question: has anyone tried to do a valuation recently?

 

I feel like all that gets talked about are product specs, etc but no-one's trying to value the company by its components parts.

Surely I can't be the only one who finds this to be a waste of time after a certain point.

 

I mean, if you can't discuss overall valuations on a value investing board then where can you do it?

 

Anyone who'd like to give it a shot, it'd be great to read your thoughts.

 

For example, how would you model ad revenue and margins for the next 3 years say, then how do you think about and value Android, and what other stuff would you throw into the model to come up with a reasonable yet conservative growth estimate going forward?

 

I'm thinking try to value Glass and self-driving tech based on what we know about those industries and value every other new venture idea as a zero just in case.

That's not coming from an expert though...

[Guest valueInv]

Slowly the backlash begins:

 

http://pando.com/2013/12/16/googles-for-profit-surveillance-problem/

http://gigaom.com/2013/12/16/in-safari-cookie-case-uk-media-fans-anti-google-uproar/

http://finance.yahoo.com/blogs/daily-ticker/class-tension-in-san-francisco-hits-new-highs-170448791.html

 

This will get more interesting once Glass is released  ;)

 

Then again, maybe not:

 

http://pando.com/2013/12/20/breaking-protesters-attack-google-bus-in-west-oakland-smashing-window/

[Guest valueInv]

Look like the EU is going to extract their pound of flesh:

 

http://www.bloomberg.com/news/2013-12-20/google-s-settlement-offer-is-unacceptable-eu-s-almunia-says.html

[Guest ajc]

I, Glasshole: My Year With Google Glass

 

An anecdote: I wanted to wear Google Glass during the birth of our second child. My wife was extremely unreceptive to this idea when I suggested it. Angry, even. But as we got a bit closer to the date, she began to warm to it and eventually landed somewhere in the neighborhood of bemused hostility.

 

I assumed the plan would sell itself. Glass has a slew of features that made my case: hands-free Internet, voice recognition, and a camera that makes snapping pictures an automatic action. Touch it at the temple and you take a photo. Hold the button a second longer and you’re shooting video. Bark a few commands, and you can send that photo or video to anyone. Even better, you can share what you are seeing, live, with other people in real time. I have no idea why my wife was resistant to live-casting the birthing experience.

 

It seemed a great way to remain in the moment yet still document it and share it with our far-flung family. I could Hangout ™ with our parents during the birth of their grandchild, even though they were half a continent away. I figured I’d just wait until the time came, pop them on, and see what happened...

 

http://www.wired.com/gadgetlab/2013/12/glasshole/