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Google Inc. (GOOG)

- NASDAQ
  • Dec. 31, 2010, 11:42 AM
    The explosion of tablet PCs will boost ARM Holdings (ARMH +1.9%), which designs many of the device's chips. And besides smartphones, ARM-based low-power chips are in automotive entertainment systems, next-gen TVs, and power microcontrollers. No wonder ARM's shares climbed over 135% since the start of 2010.
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  • Dec. 31, 2010, 11:06 AM
    While 2011 PC growth will drop to 9% from 2010's 14%, tablet computer sales will surge 226% next year, to 54M units, says Caris & Co. Unsurprisingly, 67% of 2011 market share will be Apple's (AAPL -0.5%), which will produce 36M iPads, up from 2010's 14M. Half of the tablets sold will be at the expense of PCs.
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  • Dec. 31, 2010, 10:51 AM
    Sprint (S +0.9%) will sink $200M into cash-strapped Clearwire (CLWR -1.3%), while reducing its 54% stake in the company to 50%, predicts Kaufman Bros. In a potentially ominous sign, Clearwire's chairman Craig McCaw stepped down today. Kaufman maintains a Hold on Clearwire.
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  • Dec. 31, 2010, 9:52 AM
    Google (GOOG -0.5%) has all the components needed to be a wireless carrier, including the booming Android OS and Google Voice. Despite Nexus One's crash, it probably will move into the carrier space in some form. "Google loves to push the boundaries to see what's possible," says an industry consultant.
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  • Dec. 31, 2010, 9:05 AM
    Just writing iPhone (AAPL) or other smartphone photo apps isn't a guaranteed money-maker, as a host of start-up development companies are discovering. As smartphone usage explodes, the vendors may need to find a way to help their app developers turn a profit - or risk losing them.
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  • Dec. 31, 2010, 8:43 AM
    Sources say ailing MySpace (NWS) is mulling possible layoffs that could involve half of its 1,100 employees. In the meantime, staff was given the last week of December off to cut costs. News Corp is open to all options for the unit, including selling it.
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  • Dec. 31, 2010, 8:15 AM
    Web advertising company Groupon has raised $500M in an equity stake sale. Most of the cash will be used to buy back investor shares, according to a regulatory filing. But fast-growing Groupon still plans to raise another $450M.
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  • Dec. 30, 2010, 5:13 PM
    Google's (GOOG) recent stumbles around its Chrome OS, tablet PC, and TV initiatives "are worrying signs," says Trefis. Resolving the underlying issues could result in increased operating expenses and hurt profit margins and cause downside to the stock. Google closed at -0.3%.
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  • Dec. 30, 2010, 4:00 PM
    Citigroup says Google (GOOG -0.3%) is its favorite large-cap internet stock for 2011. Online is due to absorb 25% of all ad spending in the next 5 years, up from 15%. Google already has a 70% lock on the web ad market and is unlikely to see that lead shrink.
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  • Dec. 30, 2010, 3:45 PM
    Wells Fargo is relatively upbeat on Intel (INTC +0.5%), as opposed to others on the Street who think its EPS will fall this year. Earnings will stay flat at $2, as Intel rolls out its new Sandy Bridge PC processors, and moves into the tablet PC market. Wells Fargo keeps Intel as a Top Pick.
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  • Dec. 30, 2010, 2:20 PM
    Windows Phone 7 (MSFT -0.4%) now has a respectable 5K apps to run on the 1.5M phones shipped so far. But ominously, Microsoft is still mum on the sales to end users. Then again, "no one expected Windows Phone 7 to take the market by a storm," notes IDC.
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  • Dec. 30, 2010, 1:55 PM
    Wireless gear maker Ceragon (CRNT -0.3%) will get a boost as cellular networks grow in India, says CL King, adding a second bullish analysts' take on the firm. Even with 707M subscribers, India has only 60% wireless market penetration. Then there's Ceragon's long-term opportunities in the U.S.'s 4G wireless expansion.
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  • Dec. 30, 2010, 1:30 PM
    Chip tech designer MIPS Technologies (MIPS) is +6.4%, apparently after an article yesterday claimed the firm's core designs will benefit from the rise of Android (GOOG) as a smartphone platform. ARM Holdings (ARMH) has been a near-monopoly here - but "MIPS is now getting a piece of that action," the author boldly declares.
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  • Dec. 30, 2010, 1:00 PM
    By 2010's close, web-connected TVs will represent 21% of global TV shipments, with a predicted 122M such sets sold by 2014, says DisplaySearch. Emerging markets in Eastern Europe and elsewhere will fuel this "quiet revolution in TV viewing." But this could also mean some very clogged network pipes.
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  • Dec. 30, 2010, 12:32 PM
    Barnes & Noble (BKS -0.2%) says with sales of millions, the Nook eReader is the biggest bestseller in its 40-year history. This comes just after Amazon (AMZN) claimed the same thing about Kindle. Barnes & Noble says it now sells more digital books than paper ones online. (PR)
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  • Dec. 30, 2010, 12:15 PM
    Research in Motion (RIMM -0.4%) disputes the report that its upcoming PlayBook's battery life is severely limited and causing a delay. RIM claims anyone testing the battery would have been using a pre-beta unit that lacks the power management feature. RIM says "it's on track with its schedule."
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Company Description
Google Inc is a web search and online advertising company. The Company offers search, online advertising, operating systems and platforms, enterprise and hardware products.