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News Breaks
15:25 EDTGOOG
theflyonthewall.com: Google December volatility at 22, March at 28; shares near record high
Google is recently up $12.92 to $582.88. GOOG call option volume of 36,784 contracts compares to put volume of 16,165 contracts. GOOG December option implied volatility is at 22, January is at 24, March is at 28; below its 26-week average of 30, according to Track Data, suggesting decreasing near term price movement. :theflyonthewall.com



News For GOOG From The Last 14 Days
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February 9, 2010
15:03 EDTGOOG
theflyonthewall.com: Google's Brin: Very hard to operate in China under current circumstances
Reuters reports that Google's co-founder Brin said it is very hard to operate in China under current circumstances. :theflyonthewall.com
13:31 EDTGOOG
theflyonthewall.com: Google announces new media sharing service: Google Buzz, WSJ reports
Google Buzz will bring social updates in Gmail, the Wall Street Journal reports. :theflyonthewall.com
12:14 EDTGOOG
theflyonthewall.com: IAC CEO: Ask.com is not for sale, Paidcontent.org reports

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09:02 EDTGOOG
theflyonthewall.com: Google's Super Bowl ad raises marketing strategy questions, WSJ says
Google's (GOOG) decision to advertise its search engine during the Super Bowl may be more about marketing itself than the subject matter, according to the Wall Street Journal's "Heard on the Street". As it seeks a broader array of customers, its heretofore use of its own outlets for marketing will not be enough, and its focus would be better directed to its new products. Reference Link :theflyonthewall.com
07:44 EDTGOOG
theflyonthewall.com: Henry Blodget: Time for Google to get the checkbook out for Twitter, SAI reports
In the comments section of a Silicon Alley Insider article referencing the potential Google (GOOG) Twitter-Killer launch, Henry Boldget suggests that the only current credible threat to Facebook (MSFT) is by Google taking $2B or so and buying Twitter. Reference Link :theflyonthewall.com
06:36 EDTGOOG
theflyonthewall.com: Google to allow Gmail users to post status updates, NY Times reports
Google (GOOG) is going to launch new features for its Gmail e-mail service later this week that will let users post and view status messages about their activities, according to the New York Times. The status messages will make Gmail more similar to Facebook and Twitter, and enable increased interaction among Gmail users, the newspaper asserts. Reference Link :theflyonthewall.com
06:02 EDTGOOG
theflyonthewall.com: Insight joins Google apps reseller program in Germany, Austria and Switzerland

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February 8, 2010
20:11 EDTGOOG
theflyonthewall.com: Jim Cramer's "Mad Money"
Jim Cramer said, "The semiconductor stocks are back." They now have both cyclical and secular growth trends going in their favor, and the analysts haven't even noticed it yet. Cramer said he poured over the conference calls of dozens of semiconductor stocks over the weekend, and company after company delivered blowout earnings that were just too large to be written off as strength from a recovery global economy. He said the semis are clearly benefiting from both the cyclical economic trend as well as a long-term secular boom in digital gadgets, from cell phones to e-book readers and from smart electric power to smarter cars. Cramer said the analysts are dismissing the trend as routine growth, which is a mistake, and an opportunity for investors to get in ahead of the curve. Cramer said clearly that he doesn't care which semiconductor stock investors choose, as long as they choose at least one for their portfolio. Cramer interviewed Rep. John Sullivan (R., Okla.), about his efforts to bring natural gas into the mainstream of America's energy policy. Sullivan shared Cramer's view that natural gas needs to be the bridge fuel for America to ween itself from foreign oil until alternative energies like wind, solar and biofuels can come into fruition. Next, Cramer said, investors could've seen the earnings beat at toy maker Hasbro (HAS) coming, if they had been paying attention to the company's dividend boost last Thursday. Cramer explained that nothing shows a company's strength more than when it boosts its dividend. Hasbro is a lot more than just Monopoly, Cramer told viewers. That's why he recommended the stock on July 19 and is up 38% on that recommendation. Cramer said with several blockbuster movies like Iron Man 2 and Toy Story 3 on the horizon, Hasbro should continue to deliver the stock, and dividend, growth investors are looking for. MAD MAIL: Cramer told a viewer that Mattel (MAT) is not as good as Hasbro, but it's a good company. Cramer told another viewer that he's still a believer in Apple (AAPL), but he did lower his price target on Google (GOOG) because of the company's friction with China. Cramer told a third viewer that he does not like Atmel (ATML) as much as rival Skyworks Solutions (SWKS). Cramer told a final viewer that Nucor (NUE) remains his favorite steel stock and he'd continue to stick with it. LIGHTNING ROUND: (Bullish) NKE; GLD; EGO; GILD; V; CHD; CLX; CL; POT; TNH. (Bearish) SSRI. Reference Link :theflyonthewall.com
15:54 EDTGOOG
theflyonthewall.com: Google cuts early termination fee for Nexus One phone affter FCC inquiry

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14:13 EDTGOOG
theflyonthewall.com: Google YouTube ad coverage has increased 44%, says Piper Jaffray

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13:59 EDTGOOG
theflyonthewall.com: Google to launch social feature for Gmail, WSJ reports
Google plans to launch a social feature for Gmail, allowing users to share status updates, the Wall Street Journal reports, citing sources. :theflyonthewall.com
12:18 EDTGOOG
theflyonthewall.com: Google is working on speech translation for phones, UK Times reports
According to Google's (GOOG) head of translation services, Franz Och, the company is working on software that translates languages spoken over the phone, the UK Times reports. It already has a voice recognition system that enables phone users to conduct web searches by speaking commands into their phones rather than typing them in and an automatic system for translating text on computers. Now, Google is working on combining the two technologies to produce software capable of understanding a caller’s voice and translating it into a synthetic equivalent in a foreign language. Reference Link :theflyonthewall.com
10:04 EDTGOOG
theflyonthewall.com: Google added to US 1 List at BofA/Merrill

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09:11 EDTGOOG
theflyonthewall.com: Fly Audio is currently down, we are working on the issue

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07:58 EDTGOOG
theflyonthewall.com: Hot start-ups opt for private equity, not rich bids, Business Week reports

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07:38 EDTGOOG
theflyonthewall.com: Why Google spent $2.5M on Super Bowl Add, Silicon Alley Insider reports

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07:32 EDTGOOG
theflyonthewall.com: Advertisers score with Super Bowl, WSJ reports

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07:21 EDTGOOG
theflyonthewall.com: Internet display ad demand will pay off for Google in 2010, BusinessWeek says

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06:19 EDTGOOG
theflyonthewall.com: Google, Disney eyeing stake in China bus media firm, Reuters reports

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February 5, 2010
11:32 EDTGOOG
theflyonthewall.com: Collins Stewart's Internet & Software Analyst Aggarwal holds a conference call
Internet & Software Analyst Aggarwal hosts guest speaker, Stephen Windwalker, founder of independent publishing company Harvard Perspectives Press, discusses the growing competition and trends in eBook readers and content in an Analyst/Industry conference call. Relevant companies include Amazon.com (AMZN), comScore (SCOR), Digital River (DRIV), eBay (EBAY), Expedia (EXPE), Google (GOOG), GSI Commerce (GSIC), Microsoft (MSFT), Netflix (NFLX), Priceline.com (PCLN), TechTarget (TTGT), ValueClick (VCLK) and Yahoo (YHOO). The Analyst/Industry conference call will be held on February 8 at 11:30 am hosted by Collins Stewart. :theflyonthewall.com
10:12 EDTGOOG
theflyonthewall.com: Google levels to watch
The shares continue their decline, with the 10-day moving average, last at $534.73, acting as downtrend resistance. There is round-number support at the $525 area. A breakdown below this level could see additional downside pressure. In that event, the following support levels could become additional downside objectives: $519, $510.88, $501.10. Longer term, it does appear likely that the shares could test down to the 200-day moving average, last at $493.02. It would take a sustained breakout above the 10-day moving average to turn the trend back to bullish. :theflyonthewall.com
08:20 EDTGOOG
theflyonthewall.com: Baidu target price raised to $554 from $403 at RBC Capital

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06:22 EDTGOOG
theflyonthewall.com: Google plans Japanese hiring push, Nikkei reports

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06:05 EDTGOOG
theflyonthewall.com: Google, DOJ haven't reached agreement yet on digital library, NY Post reports

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February 4, 2010
08:06 EDTGOOG
theflyonthewall.com: Start-up focused on new camera phone technology, WSJ reports

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06:45 EDTGOOG
theflyonthewall.com: Samsung looking to triple smartphone sales in 2010, FT reports
Samsung says it intends to triple its smartphone shipments this year, according to the Financial Times. The South Korean high tech company hopes to jump-start its smart phone sales by introducing new models and enhancing its phones' content applications and services. Reference Link :theflyonthewall.com
06:29 EDTGOOG
theflyonthewall.com: Google, NSA may team up for cybersecurity, Washington Post reports
Google (GOOG) and the National Security Agency are reportedly teaming up to help ward off cyberattacks. Under the terms of the possible agreement, the NSA will help Google analyze a corporate espionage attack the firm says originated in China, according to experts. The goal of the alliance is to defend Google and its users from future attacks. Reference Link :theflyonthewall.com
05:45 EDTGOOG
theflyonthewall.com: Verizon Wireless has second Motorola Android phone, AP reports
The Devour, a new handset from Motorola (MOT) that uses Google's (GOOG) Android software is coming to Verizon Wireless (VZ,VOD), the Associated Press reports. The Devour has a touch screen that slides away, and features Motoblur. The phone will be on sale at Verizon Wireless, which has positioned Android phones as an alternative to the iPhone (AAPL), in March. Reference Link :theflyonthewall.com

February 3, 2010
21:41 EDTGOOG
theflyonthewall.com: Jim Cramer's "Mad Money"

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11:33 EDTGOOG
theflyonthewall.com: Google turns back from the 10-day moving average

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07:10 EDTGOOG
theflyonthewall.com: Baidu price target to $550 from $500 at Goldman

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February 2, 2010
09:30 EDTGOOG
theflyonthewall.com: Google will aggressively seek to renew AOL search deal, ineedhits.com reports

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09:15 EDTGOOG
theflyonthewall.com: BGC Financial's Technology/Internet Research Analyst to host a conference call

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09:07 EDTGOOG
theflyonthewall.com: Google’s Chrome OS could be on a collision course with iPad, TechCrunch says
TechCrunch has come across what they say are some "very impressive" mockups of what Google's (GOOG) tablet interface, Chrome OS, may look like on a tablet form factor. The photos have been posted to the official Chromium site. Chromium is the open source project behind Chrome and ChromeOS. And while Chromium is not actually part of Google, it appears that these mockups were put together by Glen Murphy, Google Chrome’s designer, says TechCrunch. Reference Link :theflyonthewall.com
09:07 EDTGOOG
theflyonthewall.com: Google initiated with a Hold at BGC Financial

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06:40 EDTGOOG
theflyonthewall.com: Chinese website owners register overseas due to strict regulations, FT reports

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05:44 EDTGOOG
theflyonthewall.com: Yahoo, Associated Press sign licensing agreement, AP reports

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February 1, 2010
17:41 EDTGOOG
theflyonthewall.com: Google store will feature services that integrate with Google apps, WSJ reports
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17:40 EDTGOOG
theflyonthewall.com: Google to launch new store for online business software, WSJ reports

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07:47 EDTGOOG
theflyonthewall.com: Steve Jobs: Google will not kill the iPhone, Adobe is lazy, Wired reports

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07:11 EDTGOOG
theflyonthewall.com: Apple's iPad forces Amazon to alter e-book pricing, WSJ reports
Amazon.com's $9.99 bets seller price gave it an overwhelming position in the e-book market, but thanks to Apple's (AAPL) new iPad tablet device Amazon gave in after it stopped sales of all books published by Macmillan in a dispute over higher prices, reports the Wall Street Journal. Amazon may now have to increase prices to match terms that Apple is offering publishers. Reference Link :theflyonthewall.com

January 31, 2010
22:07 EDTGOOG
theflyonthewall.com: Barron's says many financially strong companies that don't pay dividends should

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22:02 EDTGOOG
theflyonthewall.com: Portfolio managers share ideas for how to prosper in 2010, Barron's reports

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January 29, 2010
11:29 EDTGOOG
theflyonthewall.com: Google CEO wants to make things better for the Chinese people, WSJ reports

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January 28, 2010
13:51 EDTGOOG
theflyonthewall.com: Clinton: U.S. continues talks with China on Google, Dow Jones reports

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11:51 EDTGOOG
theflyonthewall.com: Google has an active bearish pennant on the daily chart
A couple of days ago, we mentioned a potential bearish pennant that was forming on the daily chart. That pattern became active today when price crossed below $536. Downside potential for the pattern is to the $485 area, in line with the pivot low from September/October of last year. Support levels to watch as potential downside objectives are at $528.24, $519.00, $510.88. Resistance is at $536, at or above which the pattern would become inactive. :theflyonthewall.com
09:36 EDTGOOG
theflyonthewall.com: Google's deal with authors draws new criticism, WSJ reports
Google Books (GOOG) has had two settlements with authors regarding digital books and now there's new criticism with the agreements, according to the Wall Street Journal's "Digits" blog. Amazon.com (AMZN) yesterday filed an objection to the revised agreement, including that the agreement violates the U.S. Copyright Act. “The (settlement) continues to give Google exclusive rights likely to lead to a monopoly,” it read. U.C. Berkeley Professor Pam Samuelson submitted an objection on behalf of a group of academic authors, saying: “We do not believe that the settlement of a class action lawsuit is a proper way to make such a profound set of changes in rights of authors and publishers, in markets for books, and procedures for resolving disputes as the (settlement) would bring about.” Reference Link :theflyonthewall.com
08:49 EDTGOOG
theflyonthewall.com: Google target raised to $690 from $675 at Thomas Weisel

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08:45 EDTGOOG
theflyonthewall.com: The Federal Trade Commission to host a workshop

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07:15 EDTGOOG
theflyonthewall.com: China okays use of Google's Android system, WSJ reports
China's Ministry of Industry and Information Technology said it won't limit the use of Google's (GOOG) Android operating system for mobile devices by Chinese telecommunications operators, reports the Wall Street Journal. "The government's comments suggest the government might be open to letting parts of Google's business continue to function in China despite Google's announcement over two weeks ago that it will stop obeying government censorship rules on its Chinese search site as a result of concerns over hacking and censorship," says the Journal. Reference Link :theflyonthewall.com
07:02 EDTGOOG
theflyonthewall.com: On the Fly: Periodicals Wrap-Up

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05:56 EDTGOOG
theflyonthewall.com: Imitation Google and YouTube sites pop up in China, AP reports
Google (GOOG) and YouTube imitation Web sites are popping up in China, as the country faces off against Google over its operations. Goojje, the Google imitation, includes a plea for the Web giant not to leave the country, and YouTubecn.com offers videos from the real YouTube, the Associated Press reports. Reference Link :theflyonthewall.com

January 27, 2010
15:02 EDTGOOG
theflyonthewall.com: Google in discussions with China, Bloomberg reports

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15:01 EDTGOOG
theflyonthewall.com: Google'sAlan Davidson "hopeful' China talks yield answers, Bloomberg reports
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14:59 EDTGOOG
theflyonthewall.com: Google in discussions with China, Executive says, reports Bloomberg

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13:27 EDTGOOG
theflyonthewall.com: Apple iPad has Google maps, movie and t.v. shows from iTunes

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13:00 EDTGOOG
theflyonthewall.com: Industries lobbying for funds from new jobs bill, The Hill reports

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08:25 EDTGOOG
theflyonthewall.com: Baidu target price raised to $604 from $544 at Deutsche Bank

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