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Guest valueInv

Looks like two thirds of Google's mobile searches come from IOS devices:

 

http://www.cultofmac.com/114975/google-says-that-23rds-of-all-mobile-search-happens-on-ios-devices/

 

This is despite Android being the marketshare leader.. So much for the theory that Android will allow Google to dominate mobile search.

What if Apple decides to change the default search engine to Bing?

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Google MVNO trial launches in Spain

 

By Michelle Maisto Sep 26, 2011 12:19 PM,

 

Google makes smartphones, owns the most popular OS platform and a packed app store, and now, according to reports, is dipping its toe into carrier waters. Google as a quadruple threat?

 

Google's ambitions to become a carrier have been whispered about since at least the launch of the Nexus One. Now, according to new reports, the once-search-engine has made actions of its intentions, launching an MVNO trial in Spain.

 

Select Google employees in Spain have received starter phone kits that include Nexus S devices and Google-branded SIM cards that run over the Movistar, Orange or Vodafone networks but brand the service "Google_es," Telecom Paper is reporting, citing Spain's El Otro Lado.

 

"The staff will test which of the three networks is more suitable for a possible future launch of Google's MVNO," states the report. "The service will initially allow Google to perform Google Voice quality testing when paired with a Nexus S handset."

 

Google, following Apple's winning formula, these days of course controls the essential triumvirate of mobile components: mobile hardware, a mobile operating system and a popular app marketplace. Given its close ties to U.S. carriers, becoming one itself would create a tension outdoing even the partner-or-competitor awkwardness created by its recent acquisition of Motorola (CP: Google acquires Motorola Mobillity to 'supercharge' Android, battle Apple). That is, if — or when — it brings the service to its home turf.

 

In January Google enabled smartphone owners to port their phone numbers to Google Voice. The service already enabled mobile subscribers to sidestep their carrier, sending texts and making calls over VoIP, and porting moved Google more aggressively into the driver's seat (Unfiltered: Portability could finally grant Google Voice game-changer status).

 

Given the inexpensive nature of VoIP, and the low handset prices (and subsidy savings) made possible by the Motorola acquisition, Google could become a quadruple threat in a market that's yet had to contend with such an option.

 

Would the FCC allow it? That's a bridge Google will no doubt cross when it's good and ready.

 

http://connectedplanetonline.com/mobile-apps/news/Google-MVNO-trial-launches-in-Spain-0926/

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I wonder if Microsoft will end up making more money from Android than Google:

 

http://www.foxnews.com/scitech/2011/09/28/irony-alert-microsoft-profits-from-each-google-gadget-sold/

 

Wouldn't that be a good thing for Google? It means there's another giant around with similar incentive in keeping Android alive and kicking and perhaps with less incentive to invest and compete.

 

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Guest valueInv

Microsoft is most interested in winning market share on Windows mobile. They are probably using the royalties to fund development and

marketing of their own mobile platform.

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ust about everything Google does allows Google to do just about everything it does better. Here’s an example:

 

    By 2007, Google knew enough about the structure of queries to be able to release a US-only directory inquiry service called GOOG-411. You dialled 1-800-4664-411 and spoke your question to the robot operator, which parsed it and spoke you back the top eight results, while offering to connect your call. It was free, nifty and widely used, especially because – unprecedentedly for a company that had never spent much on marketing – Google chose to promote it on billboards across California and New York State. People thought it was weird that Google was paying to advertise a product it couldn’t possibly make money from, but by then Google had become known for doing weird and pleasing things.

 

    …What was it getting with GOOG-411? It soon became clear that what it was getting were demands for pizza spoken in every accent in the continental United States, along with questions about plumbers in Detroit and countless variations on the pronunciations of ‘Schenectady’, ‘Okefenokee’ and ‘Boca Raton’. GOOG-411, a Google researcher later wrote, was a phoneme-gathering operation, a way of improving voice recognition technology through massive data collection.

 

    Three years later, the service was dropped, but by then Google had launched its Android operating system and had released into the wild an improved search-by-voice service that didn’t require a phone call. You tapped the little microphone icon on your phone’s screen – it was later extended to Blackberries and iPhones – and your speech was transmitted via the mobile internet to Google servers, where it was interpreted using the advanced techniques the GOOG-411 exercise had enabled. The baby had learned to talk.

 

    …If, however, Google is able to deploy its newly capable voice recognition system to transcribe the spoken words in the two days’ worth of video uploaded to YouTube every minute, there would be an explosion in the amount of searchable material. Since there’s no reason Google can’t do it, it will.A thought experiment: if Google launched satellites into orbit it could record all terrestrial broadcasts and transcribe those too. That may sound exorbitant, but it’s not obviously crazier than some of the ideas that Google’s founders have dreamed up and found a way of implementing: the idea of photographing all the world’s streets, of scanning all the world’s books, of building cars that drive themselves. It’s the sort of thing that crosses Google’s mind.

 

http://marginalrevolution.com/marginalrevolution/2011/10/google-and-the-power-of-positive-feedback.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+marginalrevolution%2Ffeed+%28Marginal+Revolution%29&utm_content=Google+Reader

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Nothing ironic about it. They can sue whoever they want because their thousands of vague bogus patents cover everything under the sun, that's the 'beauty' of their model (and since they don't make anything, they can't be counter-sued). Have you listened to this? It's mostly about Intellectual Ventures.

 

http://www.thisamericanlife.org/radio-archives/episode/441/when-patents-attack

 

Companies can stockpile patents to defend themselves against other companies. But there's no way to defend yourself against a patent troll/extortionist like IV.

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Guest valueInv

The irony is that Google bought Motorola for ammunition in patent fights. Turns out they bought themselves some new patent fights.

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The irony is that Google bought Motorola for ammunition in patent fights. Turns out they bought themselves some new patent fights.

 

If you look at it like that, I agree.

 

But if you dig deeper, in Motorola they got a shield for inter-company patent fights. It was never expected to protect them against trolls because there can be not mutually-assured destruction equilibrium with them.

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http://investor.google.com/earnings/2011/Q3_google_earnings.html

 

Google reported revenues of $9.72 billion for the quarter ended September 30, 2011, an increase of 33% compared to the third quarter of 2010. Google reports its revenues, consistent with GAAP, on a gross basis without deducting traffic acquisition costs (TAC). In the third quarter of 2011, TAC totaled $2.21 billion, or 24% of advertising revenues.

 

Google reports operating income, operating margin, net income, and earnings per share (EPS) on a GAAP and non-GAAP basis. The non-GAAP measures, as well as free cash flow, an alternative non-GAAP measure of liquidity, are described below and are reconciled to the corresponding GAAP measures at the end of this release.

 

GAAP operating income in the third quarter of 2011 was $3.06 billion, or 31% of revenues. This compares to GAAP operating income of $2.55 billion, or 35% of revenues, in the third quarter of 2010. Non-GAAP operating income in the third quarter of 2011 was $3.63 billion, or 37% of revenues. This compares to non-GAAP operating income of $2.93 billion, or 40% of revenues, in the third quarter of 2010.

 

GAAP net income in the third quarter of 2011 was $2.73 billion, compared to $2.17 billion in the third quarter of 2010. Non-GAAP net income in the third quarter of 2011 was $3.18 billion, compared to $2.46 billion in the third quarter of 2010.

 

GAAP EPS in the third quarter of 2011 was $8.33 on 327 million diluted shares outstanding, compared to $6.72 in the third quarter of 2010 on 322 million diluted shares outstanding. Non-GAAP EPS in the third quarter of 2011 was $9.72, compared to $7.64 in the third quarter of 2010.

 

Non-GAAP operating income and non-GAAP operating margin exclude the expenses related to stock-based compensation (SBC). Non-GAAP net income and non-GAAP EPS exclude the expenses related to SBC and the related tax benefits. In the third quarter of 2011, the charge related to SBC was $571 million, compared to $380 million in the third quarter of 2010. The tax benefit related to SBC was $116 million in the third quarter of 2011 and $85 million in the third quarter of 2010. Reconciliations of non-GAAP measures to GAAP operating income, operating margin, net income, and EPS are included at the end of this release.

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Guest valueInv
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