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November 27, 2009
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| 07:43 EDT |  | GOOG |
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November 26, 2009
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| 23:02 EDT |  | GOOG, YHOO |
| theflyonthewall.com: | Acacia Technologies could get a boost if Yahoo settles the appeal, BusinessWeek | | Acacia Technologies (ACTG) which acquires and licenses patented wireless and Web technologies, moves in part on the fate of its lawsuits. The stock could get a lift on a pending case with Yahoo! (YHOO). On May 15, a U.S. District Court in Tyler, Tex., awarded Acacia $6.6M in damages for its net-related patent suit against Yahoo. Acacia then appealed to increase the damages. If Yahoo settles, Acacia will get a boost. Jonathan Skeels of investment outfit Davenport says, "Our Q4 sales estimate of $13.5M and earnings of 1c a share could be low if the Yahoo case goes well." Skeels has a Buy rating on the shares. Acacia has a slew of lawsuits against other biggies,including Oracle (ORCL), AT&T (T), and Google (GOOG), he notes. Reference Link :theflyonthewall.com |
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November 25, 2009
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| 08:21 EDT | | GOOG |
| theflyonthewall.com: | Google to launch e-books in Japan, Nikkei reports | | Google (GOOG) plans to launch a fee-based e-book service called "Google Edition" in Japan next year, the Nikkei reports. Reference Link :theflyonthewall.com |
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| 07:31 EDT | | TEF |
| theflyonthewall.com: | iPhone coming to Tesco Mobile, TechCrunch | | U.K. supermarket chain Tesco (TSCDY) is reportedly planning to sell Apple's (AAPL) iPhone on Tesco Mobile, its MNVO joint venture partnership with Telefonica's (TEF) O2. Tesco Phone Shops and Tesco Direct will sell both the iPhone 3G and 3GS handsets, possibly before Christmas, in the U.K. There is speculation Tesco may offer a "competitive" deal "which forces the larger players to discount." Reference Link :theflyonthewall.com |
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November 24, 2009
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| 08:31 EDT |  | GOOG |
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| 08:07 EDT | | GOOG |
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| 08:03 EDT |  | GOOG |
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| 07:03 EDT | | GOOG |
| theflyonthewall.com: | Microsoft may offer different terms to publishers for Google delisting, FT says |
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| 06:23 EDT | | GOOG |
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November 23, 2009
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| 15:25 EDT |  | GOOG |
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| 12:50 EDT | | GOOG |
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| 08:58 EDT |  | GOOG |
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| 07:21 EDT | | GOOG |
| theflyonthewall.com: | Microsoft unlikely to pay much to "rent" content , All Things Digital reports |
Subscribe for More Information :theflyonthewall.com |
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| 06:53 EDT | | GOOG |
| theflyonthewall.com: | Microsoft, News Corp eye pact to 'de-index' news sites from Google, FT reports |
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| 06:20 EDT | | GOOG |
| theflyonthewall.com: | On The Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: Ken Lewis, the CEO of Bank of America (BAC) said he would consider postponing his retirement if directors need more time to find a sucessor or smooth the transition to the next CEO, the Wall Street Journal reported...BLOOMBERG: Nestle (NSRGY) is reportedly weighing a possible bid for Cadbury (CBY) to challenge a bid from Kraft (KFT), Bloomberg reported. Nestle may still decide against a bid and is currently reviewing its options with bankers. Hershey (HSY) and Ferrero are also evaluating options, but sources believe Ferrero is unlikely to proceed with an offer...FINANCIAL TIMES: The Financial Times reported that Hershey is likely to make a friendly bid for Cadbury if it can arrange the financing necessary for a takeover bid. If Cadbury receives a bid "at the right price," many believe the company will be more amenable to being owned by Hershey than Kraft...The Financial Times also reported that Microsoft (MSFT) has held discussions with News Corp (NWS) over a plan that would involve News Corp being paid to "de-index" its news Web sites from Google (GOOG)...DETROIT NEWS: Ford (F) plans on investing around $2.3B over the next five years improving factories and expanding production in Brazil, the Detroit News reported. :theflyonthewall.com |
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November 22, 2009
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| 19:19 EDT | | GOOG |
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| 19:12 EDT | | TEF |
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| 13:13 EDT | | GOOG |
| theflyonthewall.com: | Weekly subtractions from the Investors Business Daily-100 | | The following are subtractions from the Investors Business Daily-100 list for the week of November 23 :Valeant Pharm (VRX), WMS Industries (WMS), FMC Technologies (FTI), Dril-Quip (DRQ), NetEase.com (NTES), Transcend Services (TRCR), Google (GOOG), Calavo Growers (CVGW), Starbucks (SBUX), Cerner (CERN), TeleTech Holdings (TTEC) Telecom Argentina (TEO). :theflyonthewall.com |
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November 20, 2009
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| 13:07 EDT | | YHOO, GOOG |
| theflyonthewall.com: | Twitter will have advertising soon, Tech Crunch reports | | Twitter COO Dick Costolo told an audience at RealTime CrunchUp about the company’s upcoming advertising business, Tech Crunch reports. He was vague on the details, but he did say, "It will be fascinating. Non-traditional. And people will love it… It’s going to be really cool." Reference Link :theflyonthewall.com |
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| 08:13 EDT | | YHOO |
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| 08:02 EDT | | GOOG |
| theflyonthewall.com: | Google wins online books settlement preliminary approval, Bloomberg reports | | U.S. District Judge Denny Chin, in a ruling filed Thursday in New York, granted Google (GOOG) and a group of authors and publishers preliminary approval of a revised online book settlement, Bloomberg reports. Under the $125M agreement, Google will set up a Book Rights Registry with publishers and authors to compensate copyright holders whose works are scanned. It also would seek to identify and compensate the rights holders of so-called orphan works whose owners aren’t currently known. “This is not a surprising development and is not any indication that the court will or will not accept the terms of Settlement 2.0,” The Open Book Alliance said in an e-mailed statement Thursday. The Open Book Alliance, which includes online retailer Amazon.com Inc. (AMZN) and Microsoft Corp. (MSFT), has opposed the settlement, both of which have said they would like to enter the online book-publishing business too. A hearing for final approval is set for Feb. 18. Reference Link :theflyonthewall.com |
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November 19, 2009
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| 22:47 EDT | | GOOG |
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| 14:47 EDT | | YHOO |
| theflyonthewall.com: | Microsoft's Nelson to run ad partnership with Yahoo, All Things Digital reports |
Subscribe for More Information :theflyonthewall.com |
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| 14:06 EDT | | GOOG |
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| 14:00 EDT | | GOOG |
| theflyonthewall.com: | Google mentioned positively at Piper Jaffray | | :theflyonthewall.com |
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| 13:40 EDT | | GOOG |
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| 13:28 EDT | | GOOG |
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| 13:28 EDT | | GOOG |
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| 13:19 EDT | | GOOG |
| theflyonthewall.com: | Google Executive: Takes 7 seconds for Google OS to boot | | :theflyonthewall.com |
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| 13:17 EDT | | GOOG |
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| 13:16 EDT | | GOOG |
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| 13:09 EDT | | GOOG |
| theflyonthewall.com: | Google Executive: Chrome for Mac will be ready before year end | | :theflyonthewall.com |
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| 13:09 EDT | | GOOG |
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| 13:07 EDT | | GOOG |
| theflyonthewall.com: | Google Executive: Launching open source for Google OS | | :theflyonthewall.com |
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| 13:06 EDT | | GOOG |
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| 13:05 EDT | | GOOG |
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| 09:34 EDT | | GOOG |
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| 09:00 EDT | | GOOG |
| theflyonthewall.com: | Google smartphone chatter could have some truth to it, says Broadpoint AmTech |
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| 08:14 EDT | | GOOG |
| theflyonthewall.com: | Google price target to $700 from $635 at UBS | | UBS raised Google estimates following checks that indicate better than expected keyword pricing. Shares are Buy rated. :theflyonthewall.com |
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| 08:08 EDT | | YHOO |
| theflyonthewall.com: | Yahoo re-organizes Right Media, firing 12, Silicon Alley Insider reports | | Yahoo! (YHOO), while it re-brands its Right Media Ad exchange, the company is also re-organizing the Right Media international team, canning 12 people including VP Denise Colella, an industry source tells Silicon Alley Insider. The plan is to "regionalize" the company, and have each region report back to Yahoo. One Silicon Alley source says the laid-off Yahoos will get a "doublekicker" severance, meaning they'll get their bonuses and see a full acceleration of stock vesting. Reference Link :theflyonthewall.com |
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November 18, 2009
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| 08:43 EDT | | YHOO |
| theflyonthewall.com: | Microsoft and Yahoo to finally sign definitive deal, All Things Digital reports | | Sources say that Microsoft (MSFT) and Yahoo (YHOO) will finally sign the definitive deal for a search and ad partnership they announced in July, All Things Digital reports. Yahoo has declined to comment and Microsoft not returned the request for comment yet. Reference Link :theflyonthewall.com |
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| 07:39 EDT | | YHOO |
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| 07:34 EDT | | GOOG |
| theflyonthewall.com: | Google to give complete Chrome OS overview on Thursday, TechCrunch reports | | TechCrunch is reporting that Google (GOOG) is planning to hold a special Chrome OS event at its headquarters in Mountain View, CA this Thursday morning. The plan is to give a “complete overview” of the new OS, which they say will launch next year. Google first announced Chrome OS in July, but gave very few details about it. Sundar Pichai, Google’s VP of Product Management and Matthew Papakipos, Google Engineering Director for Google Chrome OS will be speaking at the event. And there will be a Q&A session afterwards. Reference Link :theflyonthewall.com |
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| 07:27 EDT | | GOOG |
| theflyonthewall.com: | Google Phone coming soon, TechCrunch says | | The much-rumored Google (GOOG) Phone is real, TechCrunch says, and is coming soon. A source says that HTC is building the new Google-branded phone, but others say Google is working with LG or Samsung on the phone. Google is also reportedly planning a big advertising push early next year around the device. Reference Link :theflyonthewall.com |
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November 17, 2009
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| 10:05 EDT | | YHOO |
| theflyonthewall.com: | Modavox files patent infringement suit against Yahoo | | Modavox (MDVX) filed a Complaint in the United States District Court for the Northern District of California, asserting two Causes of Action against Yahoo! (YHOO) for Patent Infringement related to Modavox-owned United States Patent No. 6,594,691 and United States Patent No. 7,269,636. Modavox's Complaint specifically asserts that Yahoo! has operated a business for profit that uses Modavox's technology claimed and described in the '691 and '636 Patents without having sought or received Modavox's authorization to use its patented technology. :theflyonthewall.com |
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| 07:57 EDT | | GOOG |
| theflyonthewall.com: | YouTube to launch new feature to help sites gather news clips, NY Times reports |
Subscribe for More Information :theflyonthewall.com |
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| 07:49 EDT | | YHOO |
| theflyonthewall.com: | Yahoo's Japan unit must use its cash hoard to grow, Nikkei reports | | Yahoo's (YHOO) Japan unit has built up a large supply of cash, with nearly Y90B in cash as of the end of September. Instead of boosting revenues through mergers and acquisitions or capital investments, Yahoo Japan instead chose to spend Y80B to buy back shares. The company must make effective use of its assets and increase profits if it wants to boost its stock price, as earnings have recently been growing at a slower pace. Reference Link :theflyonthewall.com |
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| 07:47 EDT | | YHOO |
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| 06:35 EDT | | YHOO, GOOG |
| theflyonthewall.com: | Google, Microsoft will likely continue to gain ad share, says FBR Capital | | After comScore released its October U.S.Internet ad data, FBR Capital believes that Google (GOOG) and Microsoft (MSFT) will continue to gain market share in the space at the expense of Yahoo (YHOO) and smaller players until Microsoft decreases its marketing spending. The firm predicts that paid search will lead the recovery in Internet ad spending. :theflyonthewall.com |
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November 16, 2009
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| 13:01 EDT | | GOOG |
| theflyonthewall.com: | Univision and YouTube announce partnership | | Univision Interactive Media, the digital division of Univision Communications, announced that it is partnering with YouTube to make short-length and long-form Univision videos available on the YouTube.com website. :theflyonthewall.com |
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| 09:14 EDT | | GOOG |
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| 08:29 EDT | | GOOG |
| theflyonthewall.com: | AdMob reportedly approached by Apple before its Google deal, Bloomberg reports |
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November 15, 2009
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| 14:51 EDT | | TEF |
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| 14:39 EDT | | GOOG |
| theflyonthewall.com: | Google revises digitized book pact to mollify DOJ, WSJ says | | According To the Wall Street Journal, Google (GOOG) and two publishing groups have submitted a less extensive version of a legal settlement that would allow the search behemoth to distribute millions of digitized books online. The original settlement was loudly criticized as being too broad and anti competitive. According to WSJ, the new settlement will cover only books that were "either registered with the U.S. Copyright Office or published in the U.K., Australia, or Canada." Reference Link :theflyonthewall.com |
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November 13, 2009
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| 10:44 EDT | | GOOG |
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| 10:20 EDT | | GOOG |
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| 07:51 EDT | | GOOG |
| theflyonthewall.com: | AP asks Google to create news registry, Silicon Alley reports | | Associated Press CEO Tom Curley says the company will ask Google (GOOG) to create a news registry, Silicon Alley Insider reports. AP hopes such a registry would propel its content to a higher rank in general search than the blogs that the news agency accuses of lifting its content. The Associated Press is squaring off with Google to offer a proposal on a messy issue: compensation for content. Reference Link :theflyonthewall.com |
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| 07:42 EDT | | GOOG |
| theflyonthewall.com: | Dell to enter the smart phone market in China, Brazil with Mini 3, AP reports | | Dell (DELL) in a deal with China's biggest wireless carrier, China Mobile Ltd. (CHL) will be officially entering the "smart" phone market, the Associated Press reports. The Dell "Mini 3", a keyboardless touch-screen phone that runs Google Inc.'s (GOOG) Android operating system, will also be available in Brazil later this year. Dell would not say when the phone would reach the U.S. In China, the Mini 3 will be part of China Mobile's forthcoming OPhone line, a defensive play against the official arrival of Apple Inc.'s (AAPL) iPhone, which is sold exclusively by the smaller China Unicom Ltd. (CHU) This announcement ends more than two years of speculation that Dell would expand into the phone business. Reference Link :theflyonthewall.com |
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| 06:35 EDT | | GOOG |
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