More on Google: 1) Shares made new highs again today. For those keeping track, Google is now up 20% YTD, and is trading at 15x 2013E EPS exc. net cash. 2) Google has hired respected video game industry vet Noah Falstein to be its Chief Game Designer. Some wonder if he's working on an Android and/or augmented-reality project. 3) Pictures of Motorola's X Phone have leaked. The display and form factor are notably smaller than those for Samsung's Galaxy S4.