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Yahoo Wades Into Social Media With TumblrRichard Cox • Wed, May 22 -
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Google I/O Is This Week: What To ExpectAlexander Pottmeyer • Mon, May 13 -
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Yahoo Wades Into Social Media With TumblrRichard Cox • Wed, May 22
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Google's CEO Discusses Q3 2012 Results - Earnings Call TranscriptThu, Oct 18, 2012 • 4 Comments
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Google's Management Discusses Q2 2012 Results - Earnings Call TranscriptThu, Jul 19, 2012 • 4 Comments
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Google Management Discusses Q1 2012 Results - Earnings Call TranscriptThu, Apr 12, 2012 • 1 Comment
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Google Management Discusses Q4 2011 Results - Earnings Call TranscriptThu, Jan 19, 2012
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Google Management Discusses Q3 2011 Results - Earnings Call TranscriptThu, Oct 13, 2011
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Google Inc. M&A CallMon, Aug 15, 2011
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Google's CEO Discusses Q2 2011 Results - Earnings Call TranscriptThu, Jul 14, 2011 • 2 Comments
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Google's CEO Discusses Q1 2011 Results - Earnings Call TranscriptFri, Apr 15, 2011 • 1 Comment
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Google's CEO Discusses Q4 2010 Results - Earnings Call TranscriptFri, Jan 21, 2011
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Motorola Management Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 28, 2010
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Google CEO Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 14, 2010 • 2 Comments
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Motorola Q2 2010 Earnings Call TranscriptFri, Jul 30, 2010
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Google Inc. Q2 2010 Earnings Call TranscriptFri, Jul 16, 2010 • 1 Comment
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Motorola Q1 2010 Earnings Call TranscriptThu, Apr 29, 2010
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GOOG vs. ETF Alternatives
Company Description
Google is a global technology leader focused on improving the ways people connect with information. The company's innovations in web search and advertising have made its web site a top internet property and its brand one of the most recognized in the world. Google maintains a large index of web... More
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- Sunday, April 14, 3:46 AM Google (GOOG) looks like it will avoid heavy penalties after it offered a package of proposals to settle an EU antitrust investigation into the company's search business. Google's offer reportedly includes making "users clearly aware" when it promotes its own specialized sites in search results, and allowing Internet publishers to opt out of "vertical" sites such as Google News and Google+. The company's proposals will be legally binding for five years. 5 Comments [Tech, Consumer]
- Saturday, April 13, 10:25 AM Priceline (PCLN) gets the Barron's treatment with a cover story arguing a profit squeeze is set to hit the highflier and its online travel site competitors, Expedia (EXPE) and Orbitz (OWW). One new source of competition is Google (GOOG), where search results now showcase prices, destination details, and even a "booking button." 5 Comments [Quick Ideas]
- Friday, April 12, 6:13 PM Intuit chairman/Apple board member Bill Campbell praises Google Glass (GOOG) ... and perhaps hints at a future iWatch (AAPL). Campbell calls Glass a "phenomenal breakthrough," and tells his audience to expect "a lot of things going on with the application of technology to really intimate things ... When you start to think about glasses or watches, they become as intimate as the cell phone." But while the tech world is embracing Glass, a privacy/security backlash is brewing. Vegas casinos have joined a growing list of businesses suggesting Glass will be banned on their premises, due to its built-in camera. 6 Comments [Tech, Consumer]
- Friday, April 12, 10:11 AM The DOJ signs off on Arris' (ARRS) $2.35B purchase of Motorola Home from Google (GOOG), paving the way for the acquisition to close around April 17. The deal stands to create a giant in the set-top/cable infrastructure space, and a major rival to Cisco's Scientific-Atlanta unit. (previous) Comment! [Tech, M&A]
- Thursday, April 11, 11:38 AM Google (GOOG) provides a formal settlement offer to the EU to end an antitrust probe that's proving harder to put to rest than the one launched by the FTC. E.C. antitrust chief Joaquin Almunia, who in February suggested an agreement might not happen until after summer vacations are over, states the EU wants "secure legally binding commitments" from Google, whose integration of Google-run services into search results has come under scrutiny. (previous) Comment! [Tech]
- Wednesday, April 10, 6:51 PM Google (GOOG) partners with top Silicon Valley VC firms Andreessen Horowitz and Kleiner Perkins to launch the Glass Collective, a program providing seed funding to startups developing hardware/software meant to work with Google Glass. "The thesis of Glass is profoundly transformational — to integrate connectivity and information directly into your field of vision and into your normal daily life," writes VC/Netscape co-founder Marc Andreessen, who compares Glass' potential impact to the web browser. The effort comes a month after Google showed off its first Glass apps. 7 Comments [Tech]
- Wednesday, April 10, 2:23 PM A roadmap for Microsoft's (MSFT +2.2%) "Gemini" Office updates indicates iOS and Android apps won't arrive until fall 2014, ZDNet reports. While Microsoft takes its time in supporting rival platforms, Google (GOOG) has made the popular Quickoffice free on iOS/Android to Google Apps business customers. Separately, The Verge reports the next Xbox will be able to "take over a TV and set-top box" - Microsoft's pay-TV partnerships will allow for more functionality than Google TV - and that the next Kinect will be able to "detect multiple people simultaneously." (Xbox set-top) 1 Comment [Tech]
- Tuesday, April 9, 7:11 PM Yahoo (YHOO) +1% AH after the WSJ reports the company has been talking with Apple (AAPL) about an expanded iOS relationship. The integration of content from News, Sports, and other Yahoo properties is said to be among the discussed ideas. Yahoo, whose data powers pre-installed iPhone finance and weather apps that don't feature ads, has been hungry to increase mobile engagement. Apple, meanwhile, wants to strengthen its Web offerings, which have taken a lot of heat (I, II). Also: Apple is reportedly reluctant to abandon its search deal with Google (GOOG) because it considers the quality of Google's results unmatched. 7 Comments [Tech]
- Tuesday, April 9, 12:40 PM Now it's completely official: Google (GOOG) announces Fiber is coming to Austin. The search giant says it hopes to begin connecting homes by mid-2014, and that pricing will be "roughly similar" to what's offered in Kansas City. Many "public institutions" will get 1Gbps service free of charge. Google Fiber chief Milo Medin: "At Google we’re obsessed with speed ... speed matters because it’s the source of innovation on the web." (live blog) (previous) 1 Comment [Tech]
- Tuesday, April 9, 11:56 AM Oppenheimer's Jason Helfstein cuts his 2013/2014 estimates for Facebook (FB -0.5%), citing concerns about seasonality and mobile ads. Helfstein estimates mobile made up 60% of Facebook use in February, up from 34% in March '12. His cuts come as IDC strikes a more positive tone on the subject. "Facebook’s meteoric rise in mobile display threatens Google’s (GOOG) dominance in that segment, on top of the fact that mobile search growth is slowing considerably ... Where in past years, ad networks ... received most of the spending on mobile display ads, now publishers control the segment." 1 Comment [Tech]
- Tuesday, April 9, 9:41 AM Google (GOOG) roundup: 1) WhatsApp denies being in buyout talks with Google. Much as it shot down a December report about Facebook. 2) Microsoft, Nokia, and Oracle have filed another antitrust complaint against Google (previous) with the E.C.: this time, they declare Google's insistence on having its apps/services pre-installed and given "prominent default placement" on its version of Android (the key to Google's Android monetization strategy) anti-competitive. 3) In a very Apple-like move, Google has removed 60K low-quality/spam-like apps from the Play store. Comment! [Tech]
- Monday, April 8, 4:02 PM In case you needed further confirmation Google Fiber (GOOG) is heading to Austin, university coalition Gig.U has issued a PR congratulating Google for the move a day earlier than it was supposed to. The PR leak comes as Bernstein's Carlos Kirjner estimates Google's capex cost for passing 149K homes in Kansas City is ~$84M, and that it could cost $11B/year over 5 years to cover 15% of U.S. homes. However, he also estimates Google generates cash flow of $47/month and $64/month for its 1Gbps broadband and TV/broadband services, gradually making up for acquisition costs of $464 and $794. (previous) Comment! [Tech]
- Sunday, April 7, 6:11 PM Google (GOOG) is in talks to buy WhatsApp, which is looking for a ~$1B price tag, a source tells Digital Trends. Acquiring WhatsApp would give Google control of a mobile messaging giant claiming hundreds of millions of users, the top paid App Store app in over 100 countries, and deals with top international carriers, as well as a platform that has become a thorn in Facebook's (and perhaps Microsoft/Skype's) side. But it should be noted a December Facebook/WhatsApp rumor proved unfounded. Last month, Geek.com reported Google is looking to unify its messaging platforms. 3 Comments [Tech]
- Saturday, April 6, 1:10 PM "Google Fiber's Next Stop: Austin, Texas." Thus temporarily read a page on the Google Fiber site, before getting removed. Meanwhile, "multiple City of Austin sources" tell local ABC affiliate KVUE Google's (GOOG) Tuesday event will indeed be about a Fiber launch. It's safe to assume local ISPs Verizon and Time Warner Cable aren't pleased. 14 Comments [Tech]
- Friday, April 5, 5:17 PM Is Google Fiber (GOOG) coming to Austin? Google and the City of Austin have sent out invites for a 12PM ET Tuesday event regarding "a very important announcement that will have a positive impact on Austinites." Sources tell VentureBeat the event could be about Fiber, but the site hedges by saying it could also be about a a Google campus or some other kind of partnership. Eric Schmidt has stated Google is looking to expand Fiber beyond its initial market of Kansas City; if one counts the city of Olathe, KS (25 miles from K.C.), Google has already begun. 1 Comment [Tech]
- Friday, April 5, 12:59 PM Google (GOOG -1.9%) roundup: 1) Google is selling back Frommer's travel guide business to its founder 8 months after acquiring Frommer's from John Wiley & Sons. Frommer's content has already been integrated with Google services. 2) Google is expanding the availability of its Compute Engine cloud infrastructure service, though it technically is still in preview, as well as cutting Compute Engine prices by 4% in an effort to keep up with Amazon Web Services. Comment! [Tech]
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James Sands
Social network worldwide growth: http://bit.ly/10E8jiU $FB, $GOOG, $SINA, $YOKU, $RENN, $LNKD, Twitter and Tencent. - View all 0 replies
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Seraphim Blentzas
http://bit.ly/13dPfsq BlackBerry Undervalued: Investors Ignore Brand Strengths (bbry unit sales) $BBRY $AAPL $NOK $GOOG $JGFCF.PK - View all 0 replies
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Capitalist Bull
LSA growth stocks exhibiting calm orderly action & more upside ahead. http://stks.co/jVAq $TSLA $FB $LNKD $NFLX $GOOG $SBGI $OCN $P $ES_F - View all 0 replies
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jamesingram32
Leon Cooperman, in charge of $5 billion thinks $FB is a buy, and can have the same valuation as $GOOG. That's a 350% increase! - View all 0 replies
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James Sands
Here's some info speaking to LinkedIn's corporate customers: http://bit.ly/12gUlGF $LNKD, $FB, $GOOG, $Twitter - View all 0 replies
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LATEST REPLIES
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Ocean Man
Sold my weekly $805 $GOOG call for a gain of 134% in 1 day. $3.70 ---> $8.66. Stock $800.87 ---> $810.97. http://seekingalpha.com/s/dghih - View all 4 replies
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neobliviscar: Nice trade. I think I need follow your playbook, as I'm having a maudlin 2013 and not off to a very exciting Q2 with market already up +100
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Systembolaget: I had mint sauce dip with my family Easter lamb, thank you very much :) -
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realornot: oh may be you don't have LTE signal then u are right. upgrade is useless for you.
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David Jackson
$GOOG is shutting down Google Reader. Why didn't RSS and RSS readers get the adoption many expected? - View all 16 replies
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Mary Hunt: Google drops things it can't adequately monetize and its adsense for feeds never seemed to really take off. -
David Jackson: Mary, not sure the reason was monetization - GOOG has invested in some projects for years without revs. Seems it was more about usage.
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REIT: I wish this company all the success it improved the lives of many ...buy hold for ever... it will be with us on mars too if mankind ....
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Chris DeMuth Jr.
$GOOG vs. $MSFT vs. Firefox: So far, SA is down via Firefox and Internet Explorer on my computer, but is working on Chrome. - View all 9 replies
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SA Editor Samir Patel: bd4, wasn't me! Though I can promise our tech team has been diligently bug-zapping. Site is currently fine for me. Windows 8/Firefox. -
TFCAB: THe problem resolved itself at my end.....Firefox / Windows 7 THanks Team SA
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Dr. Kris: Has anyone used this phone? Am reading conflicting reviews on it. I luv my Note 2 but it's almost too smart! -
Stilldazed: I still have my flip phone. I hate it when my phone is smarter than I am. ;-)
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Seppo2
Foss: Android likely infringes $NOK patent on tethering as $GOOG and HTC lose out on claim construction http://bit.ly/ZIKvf7 - View all 19 replies
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BTR2RSK: Good find peeps! Looks promising. Wake me up years from now when it will be settled. -
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Seppo2
Smsng CEO:W tablets aren't selling well.Their WP phones showing lackluster demand in Europe. $GOOG $NOK $MSFT http://on.wsj.com/15Qx6EB - View all 9 replies
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Erick Lee: BTR2RSK: wow that's quite brilliant. i never thought of it that way -
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Bill Maurer
$GOOG needs to work on Youtube. Ads are running on top of the music, and it is absolutely horrible. And that gets a huge premium to $AAPL? - View all 16 replies
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James Sands: What about ESPN, or 20th Century Fox, etc.? What happens when these big dogs stream directly?? No matter how big Google and Apple get.....
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James Sands: They are purely platforms and if they don't do it right, someone else will...
