Google (Symbol-GOOG)

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IdOp
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Re: Google (Symbol-GOOG)

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Descartes
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Re: Google (Symbol-GOOG)

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Bylo Selhi wrote:Laugh all you like but still it's all about patents.
I don't think I was disputing the move was primarily about patents held by Motorola.
No offense intended: the admonition to RTFA was intended as much for me as it might have been for you. :)
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Bylo Selhi
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Re: Google (Symbol-GOOG)

Post by Bylo Selhi »

Descartes wrote:the admonition to RTFA was intended as much for me as it might have been for you. :)
I was responding after RTFAing that Motorola isn't a member of the Nortel patent consortium. My point is that even so, the value of the patents they hold directly may be enough to justify the price Google paid. As RIM found out a couple of years ago, a patent dispute can be costly. Often these sorts of disputes can be settled with any cash changing hands if both parties have patents they're willing to cross-license. With Google now owning 1,000 patents from IBM and even more from Motorola they can now defend themselves from frivolous patent suits by the likes of Apple.

It's a crazy world out there that's run by patent lawyers but if you don't play the game by their rules, you lose.
Sedulously eschew obfuscatory hyperverbosity and prolixity.
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Re: Google (Symbol-GOOG)

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Eastman Kodak (EK) surged following a report the 131-year-old camera
company may hold patents worth five times more than the business itself,
making it a takeover target. The digital-imaging patents owned by Kodak
may now be worth $3 billion in a sale, MDB Capital Group told
Bloomberg.
Who knew? Everyone is worth more than market value!
For the fun of it...Keith
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DavidR
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Re: Google (Symbol-GOOG)

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Can you find us some hidden assets at YLO?

soon, please :rofl:
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Re: Google (Symbol-GOOG)

Post by EmperorCoder »

Google's Android strategic venture is starting to pay off

http://news.investors.com/article/60779 ... rop-ok.htm
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Re: Google (Symbol-GOOG) vs AAPL

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For investors looking at the long-term vitality of both companies, it is important to constantly be thinking about how the company at hand produces its revenue. There is no denying that Apple is not a wonderful, prosperous, and well positioned company for the future, but its true test of time will be whether or not new products and innovation can hit the market and drive Apple into new segments. Google, as mentioned, is positioned differently and relies far more on its core business of selling advertisements along with continuing to innovate its Android operating system. This business model is more sustainable in the long-term because it:
  1. Is less reliant on customers to buy "new" products and is more reliant on the built-in revenue streams that its businesses have.
  2. Is integrating itself both vertically ("X-Phone) and horizontally (Android overall), while Apple has built a proprietary business around the synthesis of its hardware and software. For investors, this means that while Apple's business model has proven successful in the past, Google has a more diversified and stable portfolio of revenue streams.
  3. Has a business model built around its internet platform, which has higher barriers to entry than the fickle and more consumer driven business that Apple ultimately has created.
For investors the choice is between two brilliant companies that each earn their respected revenue through different business models. Google is in a position to organically enter new markets through its strong hold on multiple industries, while continuing to dominate its search business that provides a relatively safe source of revenue. Apple on the other hand must bring people to buy the "newest" and "lightest" product in the face of rising competition. Though each have their pros and cons, Google is positioned extremely well to continue to drive stable and incremental revenue for its shareholders. The same case does not hold entirely true for Apple...
With their Nexus Tablets, Chromebook and soon X-phone, Google appears to be going after everyone!
http://seekingalpha.com/article/1080041 ... than-apple

and then there is this:
LG has announced it now has two TV models based on Google’s TV software. The key innovation for these TVs is their ability to quickly dive into the Internet for viewing non-traditional programming and accessing games.
http://wallstcheatsheet.com/stocks/will ... ml/?ref=YF
so competing with Samsung and Apple among others.
For the fun of it...Keith
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Re: Google (Symbol-GOOG)

Post by kcowan »

http://www.ritholtz.com/blog/wp-content ... 202502.jpg

Comparison of some of the protagonists. From the big picture blog.
For the fun of it...Keith
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