Post Tagged with: "Google"

The mobile handset clone wars have arrived

The mobile handset clone wars have arrived

The last earnings report from Apple was good on many fronts. While I was concerned with the dip in sales everywhere outside of the iPhone, Apple’s iPhone sales showed great promise, both in terms of unit sales and average selling price. But I believe this is a blip. Downward pressure on margins will continue on Apple, Samsung and elsewhere. The mobile space’s clone wars are now beginning.

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Privacy and the ubiquity of embedded technology

Privacy and the ubiquity of embedded technology

Yesterday, Google announced that it would buy privately-held Nest Labs for $3.2 billion. This was Google’s second largest acquisition ever. Nest is a smart thermostat and smoke alarm-maker which promises to give Google a leg up in the fast expanding home automation market. But the acquisition also highlights the degree to which communications technology is now embedded in ordinary devices. The benefit is convenience. The risk is privacy.

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On the Moto X and Android domination

On the Moto X and Android domination

The new flagship phone for Motorola, Google’s mobile hardware subsidiary, the Moto X has grabbed the tech industry’s attention. It is made in the US and comes with a lot of flashy customization features. I think the phone is a bit disappointing. But it won’t matter because the Android ecosystem is so large now that its momentum cannot be stopped.

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NSA scandal’s threat to the cloud computing business model

NSA scandal’s threat to the cloud computing business model

I am a big believer in cloud computing. As storage and mobile bandwidth costs plummet, the ease of use that mobile devices give us makes the cloud compelling. The ability to access your data, your company’s data or someone else’s data anywhere and from any device is a huge boon to productivity in businesses and to ease of use to consumers. The NSA spying scandal casts this business model in a different light.

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Excess cash on the balance sheet is wealth destruction

Excess cash on the balance sheet is wealth destruction

Many of the largest technology companies are making so much money that they are rapidly accumulating cash on their balance sheets. While on could argue that this cash should be stripped off the balance sheet for valuation purposes, I would argue that the cash is worth less than face value because having excess cash on the balance sheet is an invitation to wealth-destroying acquisitions. The excess cash should be returned to shareholders as quickly as possible in the form of dividends or share buybacks to prevent such an outcome.

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Google thinks it’s winning the mobile “war” with Apple. Is it?

Google thinks it’s winning the mobile “war” with Apple. Is it?

Bloomberg News recently conducted a wide-ranging interview with Google Chairman Eric Schmidt and the headline comments that are lighting up the technology world point to Schmidt’s belief that Google is “winning” the mobile platform “war” against Apple. If Schmidt defines winning by market share, he is correct. But if one defines it according to profits and market capitalization, Apple is […]

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Apple iPad mini priced too high to allay market share fears

Apple iPad mini priced too high to allay market share fears

Apple’s latest tablet, the much-anticipated iPad mini, is out and reactions are all over the web. The big news from the Apple presser is threefold: the iPad mini will retail starting at $329, the MacBook Pro line gets a retina display model, and the Mac Mini gets an update as well. Below are some thoughts on the strategic implications of […]

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Cheap and high-powered mobile bandwidth will kill many outdated tech business models

Cheap and high-powered mobile bandwidth will kill many outdated tech business models

When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple’s strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The question at the time was how much money Apple could earn before that strategy became vulnerable. Since then, I have written […]

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More News Links: Verizon’s Netflix Bid, Google’s Siri, and Mobile driving ban

More News Links: Verizon’s Netflix Bid, Google’s Siri, and Mobile driving ban

More News Links for 13 December 2011 including a report of Verizon chasing Netflix, Google building a siri competitor and a potential mobile driving ban.

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Scoble: Problems at Twitter and Facebook give Google+ opening

Scoble: Problems at Twitter and Facebook give Google+ opening

Influential tech blogger Robert Scoble talked to Bloomberg earlier in the week about the social media scene. The main message I took away is that he believes Google+ is a successful product for Google which could spell trouble for Facebook and Twitter.

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The Internet’s Filter: Condemned to be Free?

The Internet’s Filter: Condemned to be Free?

Rick Bookstaber opines about a future world in which the flood of information being produced will be filtered by third parties like Facebook and Google with as yet unpredictable consequences for society. Perhaps these filters are just computationally more powerful versions of our own cognitive filters. But the filters are not under our control. We won’t understand how they are deciding what to allow through the filter for our consideration.

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Google Plus Growth

Google Plus Growth

Remember when I said that Google would get to scale “much,much faster than Facebook? Well this chart shows you this quite vividly. Wow!

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