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Massucci's Take: Twitter CEO says Murdoch's Google plan is doomed

Filed under: Company News, Technology, People, Media, Google , Apple, News Corp.

Twitter co-founder and CEO Biz Stone said Thursday that Rupert Murdoch's potential plan to block Google from searching New Corp.'s (NWS) websites is doomed to fail. Murdoch has accused Google (GOOG) of stealing content from his publications, which include The Wall Street Journal and the New York Post in the U.S., and The Times and The Sun in the United Kingdom. The cantankerous tycoon said last week that blocking Google could be part of his strategy to get more people to pay for content online.

Here's a young man, all of 35, who runs a company that makes no money, telling an old man, 78, who runs companies that have made billions, that he is wrong. But while it's easy to dismiss Stone's comments as youthful bravado, I think he's giving Murdoch some valuable advice.

Chrome doom: Google's Web-based OS could kill whole industries

Filed under: Technology, Investing, Google , Apple

google-chrome-os-could-kill-whole-industriesGoogle (GOOG) likes to blow up entire industries. Two weeks ago, the search giant dropped a bomb on the GPS industry with the release of its free and open-source voice-activated navigation app -- sorry, Garmin (GRMN) and TomTom. Google is also in the process of blowing up the productivity applications business with its Google Apps offering, a suite of online email, word processing and other tools that costs a fraction of the price of Windows Office and other Microsoft (MSFT) software.

Today, Google's new Chrome browser-based OS came into clearer focus, and from the looks of it, Google may be en route to blowing up a handful of other businesses.

Massucci's Take: AT&T investment boosts coverage and reputation

Filed under: Company News, Technology, Columns, Apple, AT&T

Two weeks ago, in a post about AT&T's spotty third generation wireless coverage, I posed a simple question: "How about an announcement telling customers how AT&T has been working with Apple to help boost the quality of its iPhone service?"

Now, that seems to be exactly what is happening. AT&T (T) reported on Tuesday that it had spent $65 million upgrading its wireless network in San Francisco since 2008. The phone company said it upgraded about 850 cell sites because of the rising demand put on its network since the iPhone started selling two years ago. That's good news to many iPhone users, whose phone has become synonymous with "dropped calls."

The real prize in Google's AdMob buy: iPhone user data

Filed under: Google , Apple, AT&T

Boy, this mobile advertising scene is starting to get complicated. So Apple (AAPL) spoke to mobile online advertising company AdMob before the company's CEO Omar Hamoui inked its recent $750 million deal with Google (GOOG), Bloomberg and others have reported. This was unusual as Apple has typically steered well clear of advertising or of anything that required a serious sales force beyond its retail domain.

A mobile advertising network requires both a salesforce but also its own marketing efforts and other assorted business functions currently not native to Apple. The AdMob purchase was a comfortable fit for Google, in all probability, because AdMob's vice president of engineering and top technical officer Kevin Scott is a Google alum (he served as senior engineering manager).

Apple wins the clone war: Judge rules Psystar can't sell Mac look-alikes

Filed under: Company News, Technology, Apple

apple-wins-the-clone-war-judge-rules-psystar-cant-sell-mac-lookalikesIn a court case that began last year, Apple (AAPL) charged the young upstart Psystar, which makes Mac knock-offs, with a host of copyright and trademark violations. The venerable computer and consumer electronics company said that Psystar had infringed its copyrights by selling PCs that looked like Macs and ran slightly modified versions of its Mac OS X.

Psystar apparently didn't have much of a case. On Sunday, U.S. District Court Judge William Alsup ruled in Apple's favor in a sixteen page decision. The most important part of the court's opinion is that companies cannot resell the Apple OS to consumers because they are "unauthorized copies" which violate Apple's terms of use for the software.

Google pays $30M for Gizmo5; Did the search giant just blow up the phone biz?

Filed under: Google , Apple, AT&T

Search giant Google (GOOG), which looks increasingly like a phone company, paid $30 million for Gizmo5, the Web-based calling startup, DailyFinance has confirmed with people familiar with the matter. The deal is done and the startup's staff has begun work integrating into the Google Voice team in Mountain View, Calif.

Skype was also in negotiations to buy Gizmo5 before the VoIP (voice over Internet protocol) giant's founders reached a settlement to re-take an ownership stake in the company. TechCrunch first reported the news earlier this week. The deal is a crucial step for the search titan because Google Voice now gains the technology to connect inbound and outbound calls to standard land-lines and cell phones, something it had lacked.

Comcast to Boxee: Bring it on, we're ready for the competition

Filed under: Company News, Technology, Media, Apple, Verizon, Comcast

comcast-to-boxee-bring-it-on-were-ready-for-the-competitionBoxee CEO Avner Ronen put up a slide at the NewTeeVee confab in San Francisco Thursday that showed a startling trend: There will be more Apple (AAPL) iTunes subscribers than Comcast (CMSCA) subscribers within a few years, Ronen contended. Them's fighting words for cable and programming giant Comcast, which is putting up a lively fight to keep control of customers in the face of incursions both from tech giants like Apple, with its Apple TV product, and upstarts like Boxee, which offers a browser that acts like a TV guide for video content available online.

To this end, Comcast is on the brink of rolling out a video-on-demand service to most of its customers that would let them watch programming paid for under their Comcast subscription on any device and over any type of reasonably fast connection. Called Fancast, this untethered access would compete directly with Apple, as well as Netflix (NFLX), Verizon (VZ) and Qualcomm (QCOM).

The Trade-Off: Why we'll solve traffic jams with information, not more roads

Filed under: Technology, Columns, Economy, IBM, Google , Apple

Sooner or later, politicians will realize that roads are becoming a terrible way to deal with traffic.

This is top of mind, because Republican Bob McDonnell just won the Virginia governor's race in part by promising to build roads to unsnarl traffic in the suburbs of Washington, D.C., where earthworms move faster than cars on the Beltway. "Traffic congestion is a quality-of-life, economic development, and environmental issue," McDonnell said during his campaign. He wants to spend $17.5 billion on roads.

Stocks in the news: AIG, UPS, Macy's, Toll Brothers

Filed under: Company News, Investing, Macy's, Research In Motion, Apple, American International Group, INC., McGraw-Hill, Palm, UPS

AIG (AIG) CEO Robert Benmosche has threatened to step down from the top job only three months after taking it as he struggles to deal with heavy government oversight and restrictions on pay to employees, according to the Wall Street Journal. Shares declined over 1.5% in premarket trading.

UPS (UPS), which is often seen as a bellwether to the economy, now expects growth in its volumes next year as the global economy gradually recovers, its CEO said on Wednesday, Reuters reported. UPS will hike shipping rates for 2010. He also expects the holiday season to be slightly better than estimated. Shares rose over 2% ahead of the bell.

Ma Bell's wake-up call: Deals among Net calling firms may sap big telcos' revenue

Filed under: Google , Research In Motion, Apple, AT&T, Verizon

Phones are ringing off the hook at businesses that facilitate making calls over the Internet. With the apparent resolution of the spinout of Net calls pioneer Skype several days ago has come frenzied dealmaking in the VoIP -- short for voice over Internet protocol -- space.

First, Google bought startup Gizmo5. Now, as TechCrunch reports, there is a bidding war ongoing for JahJah, a Skype-like service that offered low-cost calling to tens of millions of users of Yahoo's (YHOO) instant messenger service. Numbers thrown around for the deal are a whopping $200 million to $400 million, a significant sum in the current environment.

These 10 big-name stocks have doubled this year. Can they keep it up?

Filed under: Company News, Investing, Expedia, Ford Motor Co., Motorola, Nordstrom, salesforce.com, Apple, Amazon.com, Inc., Whole Foods, Office Depot, Tenet Healthcare

The S&P 500 index is so far having a fine year, up a bit more than 20%. But several big-company stocks in the index have doubled, or better, over that time. Among the best-performers are some of Amerca's most well-known companies.

Here's a look at 10 of those and their prospects of advancing further -- or sliding back into the large pack of equities that have had only modest advances during the current bull market (all prices are as of the close on Nov. 9).

First Droid, then AdMob: Google goes for Apple's jugular in mobile business

Filed under: Company News, Technology, Google , Microsoft, Motorola, Apple, AT&T, Verizon, Palm

The $750 million acquisition of mobile advertising network AdMob by search giant Google (GOOG) signals a new stage of the battle for the soul of the mobile Internet between Google and its arch-rival Apple (AAPL). The acquisition gives Google the strongest player in the fast-growing market for putting advertisements on smartphones. And it's the latest brawny move by Google in an unspoken war that has broken into pitched battle in the past two weeks.

Verizon Droid unleashed on NYC: 'We're gonna need more phones'

Filed under: Company News, Technology, Google , Motorola, Apple, Verizon

After weeks of build-up, Verizon Communications's (VZ) Verizon Wireless unleashed its new Google (GOOG)-powered Droid smartphone on Friday, and New York City retailers were selling out of the device -- billed as the first legitimate challenger to Apple's (AAPL) iPhone's first legitimate challenger -- on the first day.

"We're gonna need more phones," Amanda Leavelle, a Verizon Wireless store manager in Manhattan's SoHo neighborhood, said around 2 p.m. "I just checked, and our inventory is running low, so I've got to call for some more."

Apple really needs a better iPhone answer to Google Navigation killer app

Filed under: Technology, Investing, Google , Research In Motion, Apple, AT&T, Verizon

apple-really-needs-better-iphone-answer-to-google-navigation-killer-appLots of people claim that Apple's (AAPL) iPhone is the first smartphone to really unleash the potential of the Internet on a handset. And they are right. iPhone users suck up so much more Web time than Blackberry (RIMM) users (even though far more Blackberry units have been sold over time) that Apple partner AT&T (T) has struggled to handle the load and, by many indications, still can't keep up. But let's not forget that the iPhone's Web utility was not the only killer app in the mobile devices space.

Long before the iPhone hit it big, the GPS market was hockey-sticking. I watched this trajectory with amazement as Garmin (GRMN) devices went from geek gawkware to standard hardware for housewives in the O.C. and salesmen cruising the office parks of middle America looking to bag more clients.

Windows 7 is off to a strong start: Will corporate buyers follow suit?

Filed under: Company News, Technology, Google , Microsoft, Apple

Microsoft's (MSFT) new Windows 7 operating system has launched with a sales boom. In its first weekend, sales were 234 percent higher than what predecessor Windows Vista racked up, according to retail sales measurement company NPD Group. That's a very strong sign for Microsoft, considering that the holiday sales cycle hasn't kicked in yet and there were no major external catalysts, such as back-to-school sales, to stimulate purchases.

Far more important than consumer sales, however, is whether large and midsize companies decide to buy Windows 7 for their fleets of laptops and desktops. Chances of that happening are very high, although the bulk of those purchases probably won't occur for another 12 months at least. Corporate IT managers always prefer to test-drive software for extended periods and normally wait for Microsoft to release fixes to new software, which usually takes around six months.

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