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Google Inc. (GOOG)

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  • May 25, 2012, 6:37 PM
    Is Google Wallet (GOOG), off to a sputtering start, a victim of its dependence on NFC technology? Not only are NFC chips found in only a small (albeit growing) percentage of phones, the technology requires an ecosystem that doesn't exist, in part due to rival agendas. Meanwhile, PayPal (EBAY) is rolling out an app-based service that allows users to pay before walking into a store, and Starbucks has had success with a solution that scans barcodes appearing on a phone's display. Then there's Square.
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  • May 25, 2012, 5:08 PM
    Engadget's review of Samsung's (SSNLF.PK) Galaxy S III is positive, but far from glowing. The device's performance, camera, and display are praised, but its software, which Samsung has heavily emphasized, is found lacking, and the site declares HTC's One X a better high-end Android (GOOG) option. The Verge is more enthusiastic, calling the S III a "technological triumph." Though Samsung currently looks unstoppable in the Android market, it's worth remembering HTC looked the same way a year ago.
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  • May 25, 2012, 4:55 PM
    Thanks to Nokia's (NOK) Lumia releases, Windows Phone (MSFT) managed to account for 4.1% of Western European smartphone sales in Q1, per IDC. Android (GOOG) had 55% of the market, the iPhone (AAPL) 25%, and BlackBerry (RIMM) devices 9% (down from 17% a year earlier). A Microsoft exec recently claimed Windows Phone had 7% of the Chinese smartphone market. Nokia's high-end Lumia 900 was launched early in Q2.
    | 17 Comments
  • May 25, 2012, 12:19 PM
    Android's (GOOG) tablet market standing receives another hit (previous) courtesy of Cisco (CSCO), which says it will no longer invest in its Cius enterprise tablet line. Instead, the company will focus on providing IP communications software for mobile devices via its Jabber and WebEx families. Cisco's move comes as enterprise iPad (AAPL) usage takes off, both due to corporate purchases and IT's "bring your own device" (BYOD) trend.
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  • May 25, 2012, 9:15 AM
    H-P's (HPQ) webOS team, its fate in limbo since the company ended hardware development for the platform, is being acquired by Google (GOOG), The Verge reports. Possible reasons for Google's interest: the ability to use elements of webOS' UI in Android; the commercialization of the Enyo app development platform; and the fact Android design chief Matias Duarte previously worked on webOS. Chances are Google paid a lot less than H-P's prior asking price of $1.2B. (HPQ layoffs)
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  • May 25, 2012, 8:58 AM
    At the top of Goldman Sachs' VIP List of 50 stocks most important to hedge funds is Apple (AAPL), followed by GOOG, ESRX, MSFT, QCOM, C, GM, PCLN, JPM and LMCA. Leading the list of the firm's top 50 short positions is JNJ, XOM, INTC, IBM, AMZN, T, CVX, VZ, DUK and DIS.
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  • May 24, 2012, 2:49 PM
    Google's (GOOG) rumored Nexus tablet will ship next month, Digitimes reports. It's added the 7" device, which a past report suggested will sell for $199, is expected to have 2012 shipments of just 2M-2.5M - IDC has estimated the 2012 tablet market will total 106M units. Between competition from the 9.7" iPad, the Kindle Fire, the Nook Tablet, and perhaps also an "iPad Mini," as well as Apple's (AAPL) huge lead in available tablet apps, Google has its work cut out for it. (also)
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  • May 24, 2012, 1:51 PM
    Mark Cuban discloses he bought 150K Facebook (FB) shares at $33, but says the purchase is a trade, not an investment. Cuban also provides downbeat commentary about Facebook and its disappointing IPO: he predicts the offering will further discourage retail investors from participating in the market, and joins Jim Cramer in predicting mobile usage is bad news for the company. He also sees mobile's monetization challenges as a problem for Google (GOOG) and other online ad sellers.
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  • May 24, 2012, 12:36 PM
    Millennial Media's (MM) Q1 Mobile Mix Report drives home the disproportionate and growing share of mobile web traffic and ad viewing claimed by tablets. Ad impressions served by Millennial to non-phone devices (primarily tablets) rose 33% Q/Q, and now make up 20% of all impressions. With the iPad dominating tablet web traffic, that's a bit of a problem for Millennial, due to iAd competition, and a bigger problem for Google (GOOG), due to its search revenue-sharing deal with Apple (AAPL).
    | 3 Comments
  • May 24, 2012, 10:09 AM
    Microsoft (MSFT) has won a German injunction on the sale of Motorola Mobility (GOOG) Android devices, after a court ruled Motorola is infringing a patent related to the brilliant innovation of breaking up and reassembling a text message. The ruling comes after the ITC banned the U.S. import of Motorola devices infringing another Microsoft patent, and suggested (pending a final ruling) the Xbox 360 should face an import ban for violating Motorola patents.
    | 2 Comments
  • May 24, 2012, 8:05 AM
    France's data-protection agency, CNIL, accuses Google (GOOG) of stonewalling in its investigation of the company's new privacy policy, which was implemented despite CNIL asking Google for a delay. The agency says Google's answers to a questionnaire are "are often incomplete or approximate," and has given it a new one to fill in.
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  • May 23, 2012, 3:54 PM
    The ITC judge who in April declared Microsoft's (MSFT) Xbox 360 to be infringing 4 Motorola Mobility (GOOG) patents has now ruled the 360 should face a U.S. import and sales ban. However, the ruling can only be enforced following a review by the full commission, and Microsoft has its own ITC victory as a card to play in the dispute. Motorola has asked for a 2.25% royalty on sales of the 360 and other Microsoft products.
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  • May 23, 2012, 2:30 PM
    The jury presiding over Oracle's (ORCL) patent suit against Google (GOOG) finds Google innocent of all 8 infringement claims. Oracle has been seeking huge damages over Android's use of APIs related to the Java programming language. There's a good chance Oracle will appeal.
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  • May 23, 2012, 12:58 PM
    The FCC is exploring whether online video sites such as Hulu and YouTube (GOOG) should be governed by the same rules as traditional pay-TV providers. Any move in this direction could have huge implications, potentially giving video sites the right to carry channels content owners have been unwilling to license (and thus representing major new competition for traditional providers), while also requiring them to carry less popular content.
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  • May 23, 2012, 11:39 AM
    Trying to stoke a weak Android tablet market, Nvidia (NVDA) has introduced a reference platform called Kai, which it boasts can enable $199 tablets running on its quad-core Tegra 3 chips. Interestingly, it was reported in March that Google (GOOG) has decided not to use the Tegra 3 in its upcoming Nexus tablet out of a desire to bring the tablet's price down to the $149-$199 range.
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  • May 22, 2012, 1:48 PM
    Machinima, a YouTube video developer that generated 1.6B views in April, has closed a $35M funding round led by Google (GOOG). The investment, which comes a year after YouTube acquired video developer Next New Networks, underscores Google's willingness to spend heavily to turn YouTube into a top professional content hub. Those efforts appear to be paying off.
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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.