Guest valueInv Posted July 2, 2013 Share Posted July 2, 2013 On Google's Android strategy: http://venturebeat.com/2013/07/02/report-global-android-ad-share-numbers-continue-to-shrink/ Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 2, 2013 Share Posted July 2, 2013 On Google's Android strategy: http://venturebeat.com/2013/07/02/report-global-android-ad-share-numbers-continue-to-shrink/ lol "fine print" It’s easy to read too much into adshare and browseshare numbers which are released on a monthly basis. They don’t provide great insight into device markets in terms of numbers sold. A caveat would be that Velti, though global, is weighted towards North American and Western European users....conveniently ignoring Android's fastest growing markets. :) Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 2, 2013 Share Posted July 2, 2013 On Google's Android strategy: http://venturebeat.com/2013/07/02/report-global-android-ad-share-numbers-continue-to-shrink/ lol "fine print" It’s easy to read too much into adshare and browseshare numbers which are released on a monthly basis. They don’t provide great insight into device markets in terms of numbers sold. A caveat would be that Velti, though global, is weighted towards North American and Western European users....conveniently ignoring Android's fastest growing markets. :) On the first part - google makes money on ads not device sales. Android's business value is in ads. On the second part - most of the ad money is in NA and WE. Link to comment Share on other sites More sharing options...
VAL9000 Posted July 3, 2013 Share Posted July 3, 2013 The real problem with that article is with the methodology of the source data: But Velti says the numbers “provide a highly accurate picture of the market,” at least in terms of how those devices are being used. That’s simply due to the fact that the big networks provide ads for tens of thousands or even hundreds of thousands of apps on hundreds of millions of devices, providing a massive sample size from which full-market data on platforms, people, and usage can be fairly accurately inferred. 100% of this data is in-app and therefore ignores the largest medium for mobile display ads: the browser. Also it's definitely missing data from the biggest ad network of them all. Still useful information but not as dramatic as it is made to look. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 3, 2013 Share Posted July 3, 2013 The real problem with that article is with the methodology of the source data: But Velti says the numbers “provide a highly accurate picture of the market,” at least in terms of how those devices are being used. That’s simply due to the fact that the big networks provide ads for tens of thousands or even hundreds of thousands of apps on hundreds of millions of devices, providing a massive sample size from which full-market data on platforms, people, and usage can be fairly accurately inferred. 100% of this data is in-app and therefore ignores the largest medium for mobile display ads: the browser. Also it's definitely missing data from the biggest ad network of them all. Still useful information but not as dramatic as it is made to look. Take a look at the link on iPad browsing share in the article. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 3, 2013 Share Posted July 3, 2013 On Google's Android strategy: http://venturebeat.com/2013/07/02/report-global-android-ad-share-numbers-continue-to-shrink/ lol "fine print" It’s easy to read too much into adshare and browseshare numbers which are released on a monthly basis. They don’t provide great insight into device markets in terms of numbers sold. A caveat would be that Velti, though global, is weighted towards North American and Western European users....conveniently ignoring Android's fastest growing markets. :) Convinient indeed: http://venturebeat.com/2013/07/03/97-of-global-2013-tablet-revenues-in-usa-europe-japan-and-korea/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 5, 2013 Share Posted July 5, 2013 http://blogs.barrons.com/techtraderdaily/2013/07/05/this-morning-neither-htc-nor-samsung-satisfy-pondering-the-amazon-effect/?mod=yahoobarrons Link to comment Share on other sites More sharing options...
jay21 Posted July 8, 2013 Share Posted July 8, 2013 Disruptions: How Driverless Cars Could Reshape Cities http://bits.blogs.nytimes.com/2013/07/07/disruptions-how-driverless-cars-could-reshape-cities/ I am not sure about some the things written about, but what interests me the most is not the convenience factor. It is the effect on GDP. I wonder how many hours people spend driving as truck drivers, taxi drivers, driving to work, etc. Think about how much human capital that frees up to put to other uses! Link to comment Share on other sites More sharing options...
Kraven Posted July 8, 2013 Share Posted July 8, 2013 Disruptions: How Driverless Cars Could Reshape Cities http://bits.blogs.nytimes.com/2013/07/07/disruptions-how-driverless-cars-could-reshape-cities/ I am not sure about some the things written about, but what interests me the most is not the convenience factor. It is the effect on GDP. I wonder how many hours people spend driving as truck drivers, taxi drivers, driving to work, etc. Think about how much human capital that frees up to put to other uses! I don't know. There's a lot of freed up human capital right now called high unemployment and the only uses it's being put to is collecting government aid. I am not sure we can handle much more freed up human capital. Link to comment Share on other sites More sharing options...
VAL9000 Posted July 10, 2013 Share Posted July 10, 2013 I am genuinely surprised that the Chrome OS machine is selling this well: http://www.bloomberg.com/news/2013-07-10/google-chromebook-under-300-defies-pc-market-with-growth.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 17, 2013 Share Posted July 17, 2013 http://online.wsj.com/article/SB10001424127887323993804578611362017999002.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 18, 2013 Share Posted July 18, 2013 Surprise, surprise: http://gigaom.com/2013/07/18/google-revenue-in-line-income-misses-badly-in-q2/ Android seems to be working its wonders. Link to comment Share on other sites More sharing options...
Palantir Posted July 19, 2013 Share Posted July 19, 2013 Surprise, surprise: http://gigaom.com/2013/07/18/google-revenue-in-line-income-misses-badly-in-q2/ Android seems to be working its wonders. I'm shocked that you posted this. ::) Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 19, 2013 Share Posted July 19, 2013 Surprise, surprise: http://gigaom.com/2013/07/18/google-revenue-in-line-income-misses-badly-in-q2/ Android seems to be working its wonders. I'm shocked that you posted this. ::) And I'm shocked the usual suspects don't have much to say :-* Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 19, 2013 Share Posted July 19, 2013 Margins anyone? http://venturebeat.com/2013/07/18/googles-14b-quarter-in-9-pictures/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 19, 2013 Share Posted July 19, 2013 Please don't pay attention to the numbers, we are geniuses: http://pandodaily.com/2013/07/18/the-case-for-googles-mojo/ Link to comment Share on other sites More sharing options...
Palantir Posted July 19, 2013 Share Posted July 19, 2013 Who cares if there's an earnings miss? This firm is going to generate 14B FCF, have a mountain of cash in their banks, a global monopoly, and an extremely stable business which nobody tries to switch from. I thought value investing was about thinking long term and ignoring the whims of the market. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 19, 2013 Share Posted July 19, 2013 Who cares if there's an earnings miss? This firm is going to generate 14B FCF, have a mountain of cash in their banks, a global monopoly, and an extremely stable business which nobody tries to switch from. I thought value investing was about thinking long term and ignoring the whims of the market. Uhhhh, it's trading at 27 times earnings. Start caring. Link to comment Share on other sites More sharing options...
Palantir Posted July 19, 2013 Share Posted July 19, 2013 So? Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 23, 2013 Share Posted July 23, 2013 So their solution is to force people to buy mobile ads: http://www.nytimes.com/2013/07/19/technology/google-misses-expectations-for-revenue-and-profit.html?pagewanted=all&_r=0 Short term fix until the ad optimization guys get involved. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 23, 2013 Share Posted July 23, 2013 Android breaking away from Google: http://gigaom.com/2013/07/19/why-is-androids-growth-rate-suddenly-flat-hint-android-is-not-the-same-as-google-android/ Link to comment Share on other sites More sharing options...
txlaw Posted July 23, 2013 Share Posted July 23, 2013 I'm curious. How many of you techies/developers on the board are following/waiting for Ubuntu for Android? And how much would you pay for a Motorola X phone that comes pre-loaded with Ubuntu for Android? I'm not sure phones are powerful enough yet for that to be something I'd want. I have a Raspberry Pi, which is basically Linux on ARM. It is fun to play with, but awfully slow compared with Linux on an x86 PC. As mobile processors get faster and phones become more powerful I'd love to have just one computing device which worked as a phone in one mode and could be hooked to a keyboard and monitor in another mode. Maybe a tablet mode where you leave the phone in your pocket and hold a dumb tablet in your hand which just serves as a larger screen and touchscreen input device for your phone running Linux. I'd love all of that, but right now the processing power just isn't there in a phone to replace PCs. Check it out: http://www.indiegogo.com/projects/ubuntu-edge?c=home Canonical is trying to crowdfund a device like the one I was talking about. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 23, 2013 Share Posted July 23, 2013 More on the ad business: http://venturebeat.com/2013/07/19/the-biggest-surprise-in-yesterdays-google-earnings-everyone-was-wrong/ Link to comment Share on other sites More sharing options...
jay21 Posted July 24, 2013 Share Posted July 24, 2013 Daddy, What Was a Truck Driver? http://online.wsj.com/article/SB10001424127887324144304578624221804774116.html?mod=ITP_marketplace_0 "Safety is why so-called "closed-course" uses, which keep automated trucks away from the public, are happening first. That brings us back to that Australian mine, in a scorched, wretched area called The Pilbara. It's where Caterpillar is today running six automated model 793f mining trucks. Stuffed with 2,650 horsepower and more than 25 million lines of software code, they haul away layers of rock and dirt, up and down steep grades. Traditionally, these trucks would require four drivers to operate 24 hours a day. Eventually there will be 45 of these trucks on site, eliminating most of the need for 180 driving positions, according to Mr. McCord. The fewer remaining jobs, he said, pay better but be more technical — at their core, about software." Link to comment Share on other sites More sharing options...
DCG Posted July 24, 2013 Share Posted July 24, 2013 This is interesting: https://play.google.com/store/devices/details?id=chromecast Basically a $35 Google TV packaged in an HDMI dongle. http://img.gawkerassets.com/img/18uvf32zw8yq9jpg/k-bigpic.jpg Link to comment Share on other sites More sharing options...
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