Seeking Alpha

jgschuster

jgschuster
Send Message
View as an RSS Feed
View jgschuster's Comments BY TICKER:
Latest  |  Highest rated
  • Google's Search Business May Not Survive The Next 10 Or 20 Years [View article]
    Hmm, wasted money? Let's see, with Android being poised to be an OS for autos, where do you think some of the proving grounds were for that notion? Driverless cars!
    This article shares the typical short term, uniformed perspective so prevalent on SA, where anyone can be an author and opine without restriction, editing or substantiation.
    My guess is the author also would have considered YouTube "wasted money," although the panel on CNBC was just opining about how everyone thought GOOG overpaid and now it looks like it was dirt cheap when considering its current base and monetary yield, and that's without considering growth potential.
    What will be the user engagement for YouTube in the future and how is that factored in (or not) to the author's opinion? Or military or other contracts from robotics, one of the fastest growing areas for technology presently? And let's not forget the "Nestworked" home (I just coined that phrase!) ... no, I don't think it is fair to paint with the broad brush of money wasted because we don't know so mch of what is on the horizon or how it came to be as we do what has been shelved and what it cost.
    I think the minds are far smarter at GOOGL than most places and am LONG.
    Dec 19, 2014. 12:53 AM | 5 Likes Like |Link to Comment
  • The Galaxy S5 Dive Sets Up The iPhone 6 To Thrive [View article]
    Meaningless - total speculation based on unknown details of a device yet to be produced.
    Mar 5, 2014. 07:28 PM | 14 Likes Like |Link to Comment
  • Hey Google, A Search War Is About To Explode [View article]
    Interesting that there is no mention of YouTube. Even if, arguendo, search crumbled, Google has the best and most-used video site on the planet.
    Feb 25, 2014. 01:46 PM | 1 Like Like |Link to Comment
  • Google Short Of Whisper Number, What Will The Stock Do Now? [View article]
    Whispernumber.com is not the end all and be all of predictors; expect GOOG to rise because it has so much in the pipeline, aggregation of talent, and things people don't understand (like when it bought YouTube) that prove significantly smarter than the masses thought longer term.
    Jan 31, 2014. 11:49 AM | 1 Like Like |Link to Comment
  • EU's Alumunia not impressed with Google concessions [View news story]
    Almunia should recognize that antitrust does not mean you take from $GOOG give gifts to competitors - what is being demanded here in terms of concessions goes well past antitrust and more toward socializing; that is unfair to the company that has innovated and invested. Almunia should stop catering to the demands of $MSFT, $YHOO and the others aligned as complainants.
    Dec 20, 2013. 05:12 PM | Likes Like |Link to Comment
  • Google adds Waze alerts to Maps; YouTube apps getting overhauled [View news story]
    GOOG is constantly innovating and upgrading - definitely not resting on laurels.
    Aug 20, 2013. 02:52 PM | Likes Like |Link to Comment
  • Google Now Needs A Major Rethink [View article]
    Like having a built-in personal assistant. I love it. If you don't like it, turn it off - but I think it is fantastic.
    Jun 18, 2013. 10:22 AM | Likes Like |Link to Comment
  • Hey Google, Lose Your Focus, Lose Your Shirt [View article]
    How many times have we heard this rumor - it is getting old.
    Apr 19, 2013. 02:45 AM | Likes Like |Link to Comment
  • More Thoughts On Google [View article]
    Disclosures?
    Apr 11, 2013. 01:53 PM | Likes Like |Link to Comment
  • 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. [View news story]
    While everyone is going on about other sites, that last sentence said it all: "Also: Apple is reportedly reluctant to abandon its search deal with Google (GOOG), because it considers the quality of Google's results unmatched."
    Advertisers recognize that when we want good search results, we go to Google, regardless of what site/page we might be on prior.
    Apr 9, 2013. 08:06 PM | 3 Likes Like |Link to Comment
  • "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. [View news story]
    This won't be a loss leader for long. Like the investment in YouTube, GOOG is thinking ahead. There has already been a stream (influx) of businesses to KC because GOOG fiber gives startups and other technology companies tremendous speed not available elsewhere and an affordable location.
    The addition of Austin is smart; if you've ever been to Austin during South by Southwest (SXSW), you know Austin is a hot spot for new tech and ideas. Likely Austin offered attractive incentives and the ability to cut through red-tape associated with permitting and access in other areas (which is a likely reason why southern California was not next on the list after KC).
    I'd sign up for GOOG fiber in a heartbeat and am amazed so many are naysayers - as they were with YouTube and so many other areas where GOOG was on the vanguard and forward thinking. Think small or present day and you'll be a memory before you know it ....

    I am long GOOG and have been for a long time.
    Apr 7, 2013. 05:58 PM | Likes Like |Link to Comment
  • "With phones, there’s no room for a right-hand column of ads. That forced us to think about what the business looks like on mobile," says Mark Zuckerberg (FB) in an interview released following today's unveiling of Facebook Home, which will eventually deliver home page ads. Perhaps hinting at a future product, Zuck adds "There’s a place for a service that only communicates with your core friends and family." For now, Google (GOOG) isn't raising objections to Home, even though it removes the Google search bar from Android's home page on many devices. [View news story]
    The last thing I'd want is a FB Home screen on my phone.
    Apr 4, 2013. 07:29 PM | 4 Likes Like |Link to Comment
  • Google-Samsung Partnership: When The Hunter Becomes The Hunted [View article]
    GOOG owns Motorola Mobility now - it can easily customize Android and make the future version proprietary; it will have to share prior versions, but there's nothing stopping it from developing a fantastic enhanced OS and using Motorola to introduce a cutting edge phone. The fact that Samsung has enjoyed a tremendous sales volume to date doesn't mean that trend will continue or is guaranteed. Just ask anyone at Nokia.
    Mar 12, 2013. 10:31 PM | Likes Like |Link to Comment
  • Et tu, Google (GOOG)? An "extremely reliable source" tells 9to5 Google the search giant plans to join Apple and Microsoft in opening retail stores in the U.S., with flagship stores going live by the holiday season. Google's plans to directly sell its display glasses reportedly played a role in its decision. Hopefully Google will follow Microsoft's lead and feature OEM products to go with its own hardware, or else foot traffic could be light. Google already has "store within a store" partnerships with Best Buy and U.K. retailer Dixons. [View news story]
    They already opened "Chromezone" Google stores in London last year; these were supposed to be temporary (until after Xmas) but likely provided insight into what GOOG would need going forward with retail in the U.S.
    Feb 16, 2013. 05:20 PM | Likes Like |Link to Comment
  • Is Google's Schmidt Calling The Top? [View article]
    I hate when I see "headlines" used irresponsibly or for shock effect. Nothing about Schmidt's plan says he is selling those shares now or "dumping" the stock. Schmidt, like other officers, sells stock according to a plan which extends over time. It does not reflect his view that this is a "top" and is not part of a "dump." Additionally, the shares are not new and have been considered in the valuation of the stock for quite some time. If Schmidt continues, he is likely to be granted additional shares as part of his executive compensation. Why not sell some shares over time? We don't know his personal needs or agenda - and it seems from the commentary many don't recognize or understand the way these types of sales plans are routinely used by executives of public corporations.
    I have a long position in GOOG - and my position has increased/decreased at times dependent upon my personal needs. I have no doubt that, over time, GOOG will go higher, although I similarly don't doubt that political/geopolitical and other issues with cause it to fluctuate during that time, as it has for years (I've think I have had GOOG since sometime in 2005).
    Feb 10, 2013. 02:05 PM | Likes Like |Link to Comment
COMMENTS STATS
22 Comments
33 Likes