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Posted
Sep 01 2008, 09:28 PM
by
Andrew Horowitz
Rating:
The browser war just heated up. Actually, it has now gone nuclear. It was one thing when open-source Mozilla had a "cute" idea for an Internet browser and was considered a fringe product, but it's now quite another since they have effectively stolen approximately 20% of the market share over the past five years or so.
Now Google, the market share leader for Internet search, is looking to chip away even more from Microsoft's foothold by introducing a browser of their own. Available in a beta version, Chrome is Google's open-source browser entry and hopes to gain traction with its legion of loyal followers that are devoted Google-ites. That could easily push it into third place, just behind Firefox but ahead of Netscape, Opera and Safari
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Posted
Jul 25 2008, 08:01 PM
by
Andrew Horowitz
Rating:
How about we play a game, shall we? It goes like this: I say a term and you tell me the first thing that comes to your mind. Ready?
What do you think of when you hear the word recession? Did you think slowdown or inflation? What comes to mind with the word write-offs? Did you think earnings growth? How about record commodity prices? Do you immediately think of increasing revenues and profits?
I bet you thought of several phrases and words associated with a general economic slowdown, but not those above. I asked because a curious situation is occurring within our markets. For example last week many of the companies reporting earnings showed an increase in year-over-year revenues and actually beat estimates. Of course this isn't the norm this quarter, but even so, it is a peculiar occurrence.
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Posted
Jul 10 2008, 06:27 AM
by
Douglas McIntyre
Rating:
Steve Jobs sees that smartphones -- especially the Apple iPhone -- are the future of computing. Who needs a PC when a handset will do?
To get to Jobs' goals, Apple "will open its App Store, an online bazaar that will attempt to do for mobile applications like games, reference guides and other software what Apple's iTunes Store has done for music," according to The Wall Street Journal. Jobs calls his new phone a "computing platform."
Apple may have gone a bridge too far.
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Posted
Jun 05 2008, 11:15 AM
by
Kim Peterson
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Google is leasing 42 acres at NASA's Ames Research Center, and plans to build employee housing there along with child care facilities, gyms, restaurants and basketball courts. And what a deal: Google will pay NASA just $3.7 million in annual rent for the property. The company makes that much in revenue in two hours. Construction won't start until at least 2013, and eventually, the campus could hold 5,000 workers. The move gives Google some breathing room as it continues its breakneck rate of growth. I'm curious about what Google housing might look like. The company has set the gold standard for employee cafeterias, serving better food (for free) than you can find in most restaurants. Will Google homes be as sophisticated?
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Posted
Nov 06 2007, 04:53 AM
by
Jon Markman
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When you think about the surprising success of the Nasdaq 100 index this year, the first things that naturally come to mind are tech powerhouses like Google, Apple and Microsoft. But you’ve got a leave a little room for the love of biotech too, and my favorite name there is Gilead Sciences.
The immunology specialist has really proven immune to selling for most of its life in the public arena, as it is one of the most successful stocks of any type of the past 10 years, with 2,075% capital appreciation stemming from steadfast invention and marketing of biotech therapies.
Pushing shares to a new high in the past week, though, were positive vibes at the 58th Annual Meeting of the American Society for the Study of Liver Disease currently taking place in Boston. Just in case you couldn’t attend, or haven’t checked out the abstracts, let me be the first to inform you that folks got pretty excited about a previously little-known compound being tested by Gilead with the exotic name GS-9190. It's a polymerase inhibitor therapy for hepatitis C that suddenly shows a lot of promise.
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Posted
Nov 05 2007, 12:50 PM
by
Kim Peterson
Rating:
When Google came on the scene 10 years ago, the PC business was pretty much figured out. Lots of companies made computers, but Microsoft monopolized the operating systems that ran on them. It was Microsoft's world, and as a software developer Google had to learn to live in it.
Not so with cell phones. There are lots of handset makers, and several companies make operating systems and other software for the devices. Google either has to play ball with those companies or control the mobile environment on its own.
Enter today's announcement of a Google operating system that will prominently feature the company's applications -- mail, maps, search and so on. And Google is going to entice handset makers by giving them the system for free. The phones probably won't have the name Google anywhere on them, and the first ones won't be available until the second half of '08.
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