Verizon Communications Inc. (VZ)
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- Can Anything Displace the iPhone in Consumer's Eyes? [view article]
- Comparing This Past Week to the '87 Crash [view article]
- An Investing Opportunity in Time Warner Cable? [view article]
- Jim Cramer's 10 Predictions for 2008 [view article]
- Torpedo Dry Ships - Cramer's Lightning Round (10/8/08) [view article]
- Five Reasons RIMM Will Continue to Fall [view article]
- Dogs of the Dow in the Dumpster [view article]
- Bearish on RIMM (Today) - Cramer's Lightning Round (9/25/08) [view article]
- Google's Vision for a Wireless World [view article]
- Year to Date Performance of Dow 30 Members [view article]
- The Google Phone: Blockbuster or Bust? [view article]
- The Advantage of Net Payout Yields [view article]
Recent VZ Articles
- Can Anything Displace the iPhone in Consumer's Eyes?
- Comparing This Past Week to the '87 Crash
- An Investing Opportunity in Time Warner Cable?
- Five Reasons RIMM Will Continue to Fall
- Google's Vision for a Wireless World
- The Google Phone: Blockbuster or Bust?
- Reforming the Patent System
- Dogs of the Dow in the Dumpster
- Options Trader: Friday Outlook
- Verizon, Tyco, Kraft Raising Dividends In This Tough Market
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The Google Phone: Blockbuster or Bust? [view article]
The Gphone is 3g but Tmobile only has 3G in 27 cities. Not a lot of coverage. I went in a tmobile store today and the girl I spoke with did not even know about the phone. One guy did but he told me that they did not have a demo and you could only preorder it.Gary Krakow loves the gPhone but he tends to hate the iPhone. Heck he even thinks that the new Storm is faster than the iPhone. I think this is all just chatter. Apple has had a year and a quarter to refine their phone which is why it is Apple phone software 2.1. All the others are 1.0 phones. Who wants to beta test the Gphone or the Storm when the Apple phone has been revised with a second model and about 6 software updates. Not me. Sticking with the original iPhone for now. Reply
The Google Phone: Blockbuster or Bust? [view article]
I don't think there trying to directly compete with the iPhone either, although consumers will probably put it in that space. It seems to me like Google is just looking for more ways to infiltrate every way people use the internet-ad exposure. It was only a matter of time before they moved to takeover some sort of mobile channel. ReplyThe Google Phone: Blockbuster or Bust? [view article]
I really don't think about whether or not they are enhancing Google's bottom line when they buy a product. I am an Apple stockholder myself, but for consumers I have to believe having an open source alternative is a good thing (although not so good for Apple).For years Apple became an "also present" in computer sales because of their insistence upon total control of everything to do with their product. Meanwhile Microsoft and the pc prospered in a market in which anyone could sell everything.
I hope Apple is not about to lock themselves out again from a market in which they have an early lead. Reply
The Google Phone: Blockbuster or Bust? [view article]
how is it beneficial to me as a consumer to buy a product that will enhance googles bottom line if i do not own the stock. for all the hype about this phone , all i can see is that it isn't better than what is available now. for all the AAPL haters out there, I noticed one thing in all the articles I have read. They forget to mention how much a two year contract costs. I remember when the iphone was about to be released and all the hub bub about the cost. ReplyCapital
Dogs of the Dow in the Dumpster [view article]
Make that Boeing ReplyCapital
Dogs of the Dow in the Dumpster [view article]
Its unreal that Boing now has a yield of 12%. Have you done any work on adjusting the stocks on a monthly basis versus yearly? It seems ideal to drop IBM and add BA at this point. ReplyThe Google Phone: Blockbuster or Bust? [view article]
Android = Linux. this will be more popular with tech geeks. Google has no ambition of being the windows of mobile phones. they just want you to use google apps and search on your phone so they can deliver ads to every phone platform, whether it be iphone, blackberry, windows mobile, symbian, etc ReplyThe Google Phone: Blockbuster or Bust? [view article]
Google is self-serving. Its desire for openness is also in line with its desire to keep its search engine, and how it makes money, at the top of the heap. If Windows Mobile were to win in the mobile device market, then Windows could lock out Google from the next great platform.You wrote, "Google is positioning itself against Apple, which has bet on the iPhone's "locked" handset model -- available only through AT&T (T). In contrast, Google has championed an "open" model, not only by basing Android on open-source technology, but also in its successful effort to open up the 700Mhz wireless spectrum auctioned off by the F.C.C."
This is so wrong. Google is aligning with Apple in a loose WebKit alliance supporting webstandards, against MS and proprietary ones. You do realize that Android and Chrome are built on WebKit. Adobe Air is also built on WebKit. Nokia's S60 is also built on WebKit. Safari is also built on WebKit. Guess who makes WebKit?
Yep, you guessed it, Apple. Apple makes the rendering engine, powering all of those browsers and browser-based Apps. Apple released WebKit back to the open-source community. Reply
The Google Phone: Blockbuster or Bust? [view article]
The problem with Google is that a lot of people (I for one) do not feel comfortable with the amount of data that they accumulate on the users. I really have no faith in my personal privacy with them.One may argue that Apple also (of necessity) gets data about you. The difference here, however, is that
1- Google has a tradition of policies that make me leery of them, and
2- In the end, apple is a hardware/software company and not particularly interested in making money off your data (especially if it would jeopardize their core biz by bad publicity). Google, on the other hand, LIVES by data - your personal data. OH yes - I do use google for search, but never will I get a gmail account.
The second issue is this - Google gets its money back from advertising. Are people really going to want a phone that is so tied in to advertising? I am not sure to what extent it will be evident, but it could quickly become a sore point.Anything that diminishes the user experience is not going to fly!
(disclosure: long apple)
Reply
The Google Phone: Blockbuster or Bust? [view article]
Hopefully the phone companies will be smart enought to understand that they will be commodities if they allow GOOG to gain a foothold.
If Google gets is phone OS running a lot of phones where will that leave NOK Iphone ATT Verizon?
Perhaps it will leave them selling airtime and tech only. Will brands grossly debased and hidden underneath a goog OS and range of "Skins". With goog pulling all the profit from ads, and the phone companies left scratching thier heads and wondering how they can compete with free phone calls for viewing and clicking through. Perhaps oops I will stop there, I just thought of a new model for phone companies.....
Keeping the interface is core to keeping customers , otherwise you are just selling access.
In a nutshell Goog wants wants to be the Windows of phones. Reply
The Google Phone: Blockbuster or Bust? [view article]
Well, after seeing the early reports and pictures of this "iPhone killer," I'm more and more comfortable with my long AAPL position. ReplyThe Google Phone: Blockbuster or Bust? [view article]
Google is not positioning itself against Apple. Its positioning itself against Windows Mobile and its lesser competitors. I'm not sure why people find this so hard to understand. ReplyCapital
The Advantage of Net Payout Yields [view article]
Yes, reverse dilution definitely beats the alternative of stock option dilution that eats into the profits of most tech stocks. ReplyThe Advantage of Net Payout Yields [view article]
Excellent advice. I have always held that share buyback programs should be taken in to account when evaluating a particular stock. As these shares are taken off the market your shares become more valuable, it's nothing more than dilution in reverse. A look at real numbers is helpful too as opposed to percentages. (i.e.) Would you rather have 50% of $10.00 or 10% of $100.00? This is especially true when looking at increases in sales and profits. When an article says that a company has a 10% sales or profit increase, look to see 10% of what! ReplyReforming the Patent System [view article]
I will check that out Jim Carey. I agree. Reply