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Monday, September 13, 2010

Apple iOS Maintains Lead in August 2010 Mobile Web Consumption (Chart) *Google Android #2*

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Apple (AAPL) market capitalization is 2nd largest in the USA at $243.96B with last 12 months sales of $42.91B. Google (GOOG) market capitalization is 14th largest in the USA at $153.70B with last 12 months sales of $23.65B. By market capitalization, the largest USA technology companies are: Apple #1, Microsoft #2, IBM #3, Google #4.


Apple iOS Maintains Lead in August 2010 Mobile OS Share

Quantcast reported September 3 that Apple iOS still leads in mobile web consumption. Apple iOS in August had a 56% share in North America. Google Android is second at 25%, Other (presumably including Microsoft Mobile OS) is third with 10%, and RIM is fourth at 9%. As can be seen on the chart below, the Apple iOS market share has been decreasing while the Google Android market share is increasing. RIM market share has peaked and is decreasing, as is Other, including Microsoft Mobile OS. Therefore, Apple iOS and Google Android now have a monopolizing 81% market share in North America. Consumption data is an important indicator for mobile advertising and the competition between Apple iAd and Google's AdMob advertising platforms.


**Chart courtesy of Quantcast**
*Methodology Note: Apple iPad mobile web consumption is not included in the chart above nor is mobile app usage*


Related Articles and Links
Apple vs. Google in Mobile Advertising (Video) *Who Will Win?* Osprey Flyer
Apple TV vs. Google TV (Video) *Who Will Win?* Osprey Flyer
Google TV to Launch in USA This Year (Videos) Google Investor
They Just Don't Get Apple! (Video) *What is Apple TV?* Apple Digest
Steve Jobs Unveils New iPods, iOS, iTunes, TV (Video) Apple Digest
Apple Announces New iPods, iTunes, iOS, TV (Video) Apple Digest
USA Smartphone Market Share Q1 2010 Osprey Flyer
August 2010 Mobile OS Share Quantcast


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Sunday, September 12, 2010

Apple vs. Google in Mobile Advertising (Video) *Who Will Win?*

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Apple (AAPL) market capitalization is 2nd largest in the USA at $240.64B with last 12 months sales of $42.91. Google (GOOG) market capitalization is 14th largest in the USA at $151.75B with last 12 months sales of $23.65B. By market capitalization, the largest USA technology companies are: Apple #1, Microsoft #2, IBM #3, Google #4.


Apple vs. Google: Mobile Advertising

Smartphones are the future and mobile advertising is the cash flow future! Apple CEO Steve Jobs introduced the new personalized, mobile advertising system, iAd, on April 8, 2010. This was after Apple had acquired Quattro, a mobile advertising company, in January, 2010. iAd competes directly, and replaces, Google's mobile advertising platform. Apple has gone into the mobile advertising business plus designs and sells the mobile ads. Obviously, the iAd platform is a direct threat to Google's advertising revenues, since Apple is now in the mobile advertising business.

Google has a mobile advertising platform to go squarely against Apple iAd with the AdMob acquisition. Google also acquired Invite Media, a demand-side platform, which helps buyers navigate high-volume display advertising exchanges. Originally the Apple iAd developers agreement excluded Google. However, Apple began to loosen up their exclusionary tactics as the FTC began to scrutinize their trade practices. This is to Google's advantage, of course, and Google mobile ads are on the iPad and iPhone platforms.

Google gives away the smartphone Android operating system to be able to place ads on the platform - Google's Android strategy is all about mobile ads. iAd has access to Apple's 120 million iOS devices and CEO Steve Jobs says he has $60 million in iAd advertiser commitments in the second half of  2010. Google, via AdMob, has access to more mobile devices  plus the number of devices using Android is growing rapidly.


Clash of the Titans: Apple vs. Google in Mobile Advertising

(CNBC) Google and Apple are clashing on the mobile advertising front, reports CNBC's Jon Fortt. Chris Cunningham, of Appssavvy, shares his view.


Later in the above video is a discussion about Apple relaxing some developer restrictions on tools used to create iOS applications, which is positive news for Adobe (ADBE).


Related Articles and Links
Apple TV vs. Google TV (Video) *Who Will Win?* Osprey Flyer
Google TV to Launch in USA This Year (Videos) Google Investor
They Just Don't Get Apple! (Video) *What is Apple TV?* Apple Digest
Steve Jobs Unveils New iPods, iOS, iTunes, TV (Video) Apple Digest
Apple Announces New iPods, iTunes, iOS, TV (Video) Apple Digest
Mobile Ads: It's Apple vs. Google, So Who Wins? CNBC
Clash of the Titans—TV: Apple vs. Google CNBC


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Friday, September 10, 2010

Apple TV vs. Google TV (Video) *Who Will Win?*

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Apple (AAPL) market capitalization is 2nd largest in the USA at $240.33B with last 12 months sales of $42.91. Google (GOOG) market capitalization is 14th largest in the USA at $151.76B with last 12 months sales of $23.65B. By market capitalization, the largest USA technology companies are: Apple #1, Microsoft #2, IBM #3, Google #4.


Apple TV vs. Google TV

Apple CEO Steve Jobs relaunched Apple TV on September 1 at the Apple Special Event. Google CEO Eric Schmidt previewed Google TV in May at the Google I/O Conference. Apple TV is shipping right now and Google TV should be available before the holidays. The first head-to-head competition between Apple TV and Google TV will be later this year.

The Apple and Google business models are different. Apple TV is a $99 box to access streaming TV shows and movies on the consumer flat screen. Google TV is a software to access consumer TV and in conjunction with their partners: Intel making the chips for compatible TVs and set top boxes, Sony TVs with the software built in, and Logitech ItRevue set top boxes will connect the TVs. Google will presumably make money through advertising.


Clash of the Titans: Apple TV vs. Google TV

(CNBC) Apple and Google are fighting for your flat screen, with CNBC's Jon Fortt.


Later in the above video is a discussion about Apple relaxing some restrictions on tools used to create iOS applications, which is positive news for Adobe (ADBE).


Related Articles and Links
Google TV to Launch in USA This Year (Videos) Google Investor
They Just Don't Get Apple! (Video) *What is Apple TV?* Apple Digest
Steve Jobs Unveils New iPods, iOS, iTunes, TV (Video) Apple Digest
Apple Announces New iPods, iTunes, iOS, TV (Video) Apple Digest
Clash of the Titans—TV: Apple vs. Google CNBC


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Sunday, September 5, 2010

They Just Don't Get Dell! (Video) *Dell Withdraws from 3PAR Bidding War with HP*

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Dell (DELL) market capitalization is 128th largest in the USA at $24.48B with last 12 months sales of $52.98B. 3PAR (PAR) has a market capitalization of  $2.07B and a negative earnings per share. By comparison, Hewlett-Packard market capitalization is 28th largest in USA at $94.17B and last 12 months sales were $$114.55B. The largest two companies in USA by market capitalization are #1 Exxon ($312.23B) and #2 Apple ($236.40B). Michael S. Dell is Chairman of the Board and Chief Executive Officer.


They Just Don't Get Dell! - Dell Withdraws from 3PAR Bidding War with Hewlett-Packard

Dell ends the bidding war with Hewlett-Packard (HPQ) over the acquisition of 3PAR Inc. (PAR). Hewlett-Packard is paying $33 a share for 3PAR, or $2.35 billion, which is well above Dell’s initial bid of $18 a share.

Whether 3PAR is actually worth what Hewlett-Packard is paying is questionable, but the bidding war did appear to be ego- and pride-driven. Dave Johnson, Dell Senior Vice President for Corporate Strategy said, ""We took a measured approach throughout the process and have decided to end these discussions." Marek Fuchs below questions that there was a Dell "measured approach" to the bidding war.

Marek Fuchs, TheStreet's media critic, gets unhinged at Dell's 'measured approach.'




Related Article
H-P raises 3Par offers to $33 a share; Dell withdraws MarketWatch


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