Google’s Chrome Surges Forward in Browser Battle
February 16, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Erick Schonfeld submits:
(Click to enlarge)
Google’s (GOOG) Chrome browser is quickly gaining market share, with one estimate putting it at about 5 percent of total usage, while Microsoft’s (MSFT) Internet Explorer is seeing a drop in overall share. But among TechCrunch readers Chrome is already beating every browser except for Firefox.
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Google’s Fiber Project: Not Just a Sideline
February 11, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Carl Howe (Blackfriars Communications) submits:
The recent announcement by Google (GOOG) that it is exploring deploying an experimental 1 Gbps fiber to the home service in a small number of communities sounds like crazy talk (see Benoit Felten’s analysis for his view on this announcement). Could Google really believe that it could run an fiber-to-the-home (FTTH) service akin to Verizon’s (VZ) FiOS as a side business? However, as I reflected on the announcement and my recent reading of Ken Auletta’s book, Googled, I find myself thinking that this is anything but a side business. I think that this project is Google executing on a key element of its BHAG.
What’s a BHAG? A BHAG is a Big Hairy Audacious Goal, a term coined by James Collins and Jerry Orras in 1996 in their article “Building Your Company’s Vision”, and later reprised in the books Built to Last and Good to Great. Their definition of a BHAG is
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Is Finisar’s Boost Related to Google’s Fiber Network Announcement?
February 11, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Bruce Krasting submits:
Finisar Corporation (FNSR) makes the subsystems and components for fiber optic communications applications (high tech switches). The company posted solid three month numbers on Tuesday evening. The top line grew to a record $166mm in the most recent period. Sales were up 14% quarter over quarter and 32% year over year. Gross margins are in the low 30% range. With that margin all they need to do is grow the top line and the bottom line is going to come.
The stock opened up 10% and then began a bit of a fade. But as the day chart shows, it came back strong after mid day, shortly after Google (GOOG) made its announcement regarding a fiber optic broadband investment that it is going to make.
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Cramer’s Lightning Round – Google Is in the Bow-Wow Chateau (2/10/10)
February 11, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Miriam Metzinger submits:
Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Wednesday February 10.
Bullish Calls:
Chevron (CVX): "I like Chevron with a 4% yield, I think that it represents a better buy and has better growth."
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Google, Research in Motion Present Great Cloud Computing Investments
February 2, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
J. Royden Ward submits:
Today, I bring you two companies that are leading the way in cloud computing innovations: Google (GOOG) and Research in Motion (RIMM).
Google is one of the most recognized companies in the world. The company’s mission is simple and successful: “To organize the world’s information and make it universally accessible and useful.” Google generates revenue by providing companies with opportunities for targeted advertising.
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Google: Pullback Means Excellent Buying Opportunity
February 1, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Steve Birenberg submits:
I see the pullback as an excellent buying opportunity. In 2010, upside exists from a cyclical upturn in advertising and the possibility of a return to China. Beyond 2010, I find the shares quite reasonably valued as GOOG continues its global growth in search, begins to gain material upside from its expansion in display advertising, and participates as an industry leader in mobile advertising. I see upside in 2010 consensus EPS estimates of $31. A 20 multiple on $33 in EPS equates to $660 offers 20% upside. Downside in the near-term, independent of a major market correction, should be modest given the stock has already dropped sharply.
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Google Chief Economist on Newspapers’ Future: Honesty, Obfuscation or Machiavellian?
February 1, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Nadav Manham submits:
Hal Varian, former economics professor and current chief economist at Google (GOOG), visited the Berkeley journalism school to discuss the future of the news business. And by extension, to discuss the job prospects of journalism students.
On balance Varian was optimistic. Here he is on Apple’s (AAPL) iPad:
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Google’s Revenue Per Employee Returns to Early Highs
January 28, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Dr. Duru submits:
In my last piece on Google (GOOG), I neglected to post an update to my chart on the company’s revenue metrics using the 2009 fourth quarter earnings report. The chart below shows that revenue per employee has now returned to the highs at the beginning of GOOG’s existence as a public company.
Revenue per employee has returned to early highs
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Steve Jobs Is Building AppleWorld – And Google’s Running Scared
January 21, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Jason Schwarz submits:
Steve Jobs is walking the same path as Walt Disney. As soon as California’s Disneyland was completed, Walt knew he had made a terrible mistake by not securing the surrounding real estate. He had built this wonderful destination but his oversight allowed hotel chains and restaurants to come in and make more money off his customers than he did. So Walt immediately went to Orlando, FL and built Disneyworld the right way.
The moral of the story is that Steve Jobs is not someone you want to depend on for your livelihood. His goal is to build a closed digital neighborhood where Apple (AAPL) controls who makes money and who doesn’t. I’ll bet that in one of those Apple board meetings that Google (GOOG) CEO Steve Schmidt used to attend, he realized that Jobs was on the verge of building AppleWorld and he’s been scared ever since.
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Google vs. Baidu – More Reasonable to Go with the ‘Sure Thing’
January 18, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Mark Krieger submits:
BIDU’s lofty price seems to defy gravity lately, as many logical investors might think, that what goes up, must come down . But there are just as many investors at this juncture that would strongly disagree, proclaiming, just the opposite: that what goes up, must go higher . Since GOOG’s stunning announcement they are considering leaving the Chinese market last Tuesday, BIDU’s shares have sprouted up an incredible 22%. Can this astounding climb stay intact or are the shares being sold to greater fools? Is this reminiscent of a pyramid scheme or is this company simply undervalued?
The analysts have jumped on the bullish bandwagon by issuing three upgrades. Are the analysts aiding the Market Makers and Fund Manager’s with a “pump and dump” implementation? The fact is, much of BIDU’s jump was justified since their potential market share could rise from 70% to 100%, if GOOG ultimately decides to abort the Chinese market place. This alone provides a compelling reason to own the shares.
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