Google Launches Android One In India

Android’s future lies not in expensive, feature-packed smartphones for the tech elite. Instead, it’s all about getting smartphones to the rest of the world.

Google today officially launched Android One, its initiative for cheap-yet-high quality smartphones for developing countries. The program is debuting in India with three cheap devices starting at around $105 off-contract, and the company is also planning to expand the program to Indonesia, the Philippines, and the rest of South Asia by the end of the year.

While high-end Android devices will be a mainstay among gadget geeks, there’s a much bigger opportunity for Google in focusing on the more than 5 billion people worldwide that currently don’t have smartphones. After getting its hooks into those potential consumers early, Google will likely be able to make them lifelong customers.

Cheap Android devices have already helped the platform dominate smartphone market share (85 percent of smartphones shipped in the second quarter ran Android, according to IDC), but with Android One, Google is aiming to bring some stability to the low-end market. It’s similar to Google’s Nexus line, which highlights what Android can do for higher-end phones (while still focusing on relatively inexpensive off-contract pricing).

Google says it’s working together with phone and component makers by sharing reference hardware designs, which could lead to cheaper devices with high-quality specs. Just like Nexus devices, Android One phones will get updates directly from Google, so users won’t be beholden to the whims of their carriers. The devices also include features that are particularly useful for the developing world, like dual SIM capabilities, expandable storage, FM radio, and removable batteries.

Android Wear is launching in India with phones from Micromax, Karbonn, and Spice. They all share similar specs: A 4.5-inch processor, 1 gigabyte of RAM, a quad-core processor, and a 5-megapixel camera.- the phones look fairly indistinguishable now. But you can expect phone makers to get more creative with their designs down the line. Google also revealed new partners for Android One, including Acer, Asus, HTC, Lenovo, and Qualcomm.

Google has also partnered with Airtel in India to offer free updates over cellular for the first six months. During that time, Airtel customers can also download up to 200 megabytes worth of apps for free every month.

Google also plans to launch an offline version of YouTube in India, which will let consumers rewatch videos without eating up their mobile data.

“Access for access’s sake is not enough,” wrote Google VP Sundar Pichai, who leads Android and Chrome, in a blog post today. “With Android One, we not only want to help people get online, we want to make sure that when they get there, they can tap into the wealth of information and knowledge the web holds for everyone.”

And of course, it also helps that all of those new web users will likely be dependent on Google’s services.

Google To Release Two New Smartphones – One Giant

Google is reportedly planning to release two new smartphones this year, one with a 5.9-inch screen and another with a 5.2-inch display, according to Phone Arena’s Michael Heller.
Rumors about Google’s next smartphone have been circulating the Web for months.

We first heard that Google is planning to launch a giant phablet-sized Nexus phone back in July, when Android Police said the device would debut in November. The phone was believed to be a joint effort between Google and Motorola, but Android Police’s report suggests it will launch under Google’s Nexus brand.

At the same time, Motorola has been rumored to be working on two new smartphones — its flagship successor to the Moto X known as the Moto X+1, and a separate device called the Moto S.

Motorola is believed to be testing two different model sizes for this Moto S — a 5.2-inch version and a 5.9-inch variant. This isn’t to be confused with Google’s alleged Nexus X, since Phone Arena says a 5.9-inch Nexus X is already scheduled to go to market. From what we understand, it sounds like the Moto S is a separate device and Motorola is testing it in two different sizes.

Which size makes it to market will depend on the success of the Moto X+1, which is said to be slightly larger than the 4.7-inch Moto X.

So how does this relate to Google’s new Nexus smartphones?

If Motorola decides to bring its 5.9-inch version of the Moto S to market instead of the 5.2-inch model, Google may repurpose that smaller Moto S and brand it as a second Nexus device. So, depending on Motorola’s choices, Google could launch a 5.9-inch Nexus phablet and a smaller 5.2-inch Nexus phone.

A 5.9-inch screen is unusually large for a smartphone. In fact, it’s just about one inch shy of a tablet. The Samsung Galaxy Mega, which comes in both 5.8- and 6.3-inch sizes, is the only other phablet that would compare in size to Google’s upcoming giant smartphone.

There’s no word on when we should expect these phones to debut, but last year Google quietly unveiled its Nexus 5 smartphone and Android 4.4 KitKat at the end of October. It’s also important to note that Google hasn’t confirmed any plans to release new smartphones in its Nexus line just yet.

Question: How do you get the giant in your pocket?

Blackberry / MCAFEE Story

go to Bloomberg TV
or my Facebook page has the video :   Jack Bass – placed on Facebook today)

McAfee: Dump Your Smartphone to Protect Privacy: Video
Antivirus Pioneer John McAfee discusses his internet privacy concerns on “Bloomberg West.” (Source: Bloomberg TV)

Aug. 12 (Bloomberg) — Antivirus Pioneer John McAfee discusses his internet privacy concerns on “Bloomberg West.” (Source: Bloomberg)

 

 

John MCAFEE gives Blackberry A Big PR Push

http://www.rtphone-on-privacy-concerns-m_NBADwgTsWDLonopLMLfw.html

http://www.rtphone-on-privacy-concerns-m_NBADwgTsWDLonopLMLfw.html

Video on smartphone lack of security.

 

McAfee: Dump Your Smartphone to Protect Privacy: Video
Antivirus Pioneer John McAfee discusses his internet privacy concerns on “Bloomberg West.” (Source: Bloomberg TV

McAfee: Dump Your Smartphone to Protect Privacy

 

Google To Start Building Self-driving Cars

Google is to start building its own self-driving cars, rather than modifying vehicles built by other manufacturers.

The car will have a stop-go button but no controls, steering wheel or pedals.

Pictures of the Google vehicle show it looks like a city car with a “friendly” face, designed to make it seem non-threatening and help people accept self-driving technology.

Co-founder Sergey Brin revealed the plans at a conference in California.

“We’re really excited about this vehicle – it’s something that will allow us to really push the capabilities of self driving technology, and understand the limitations,” said Chris Urmson, director of the company’s self-driving project.

He added that the cars had the ability to “improve people’s lives by transforming mobility”.

But some researchers working in this field are investigating potential downsides to driverless car technology.

They believe they could make traffic and urban sprawl worse, as people accept longer commutes as they do not have to drive themselves.

Flexible windscreen

The BBC was given access to the Google team to talk about the secret project, and see early renderings of the car.

It looks almost cartoon-like, it has no traditional bonnet at the front, and the wheels are pushed to the corners.

Google self-drive carGoogle says it will initially build 100 prototype vehicles

It will seat two people, propulsion will be electric, and at the start it will be limited to 25mph (40km/h) to help ensure safety.

The most significant thing about the design is that it does not have any controls, apart from a stop/go button.

For early testing, extra controls will be fitted so one of Google’s test drivers can take over if there is a problem.

The controls will simply plug in, and Mr Urmson believes that over time, as confidence in the technology grows, they will be removed entirely.

The front end of the vehicle is designed to be safer for pedestrians, with a soft foam-like material where a traditional bumper would be, and a more flexible windscreen, which may help reduce injuries.

The vehicle will use a combination of laser and radar sensors along with camera data to drive autonomously.

It will depend on Google’s road maps, built specifically for the programme, and tested on the company’s current fleet of vehicles.

Google self-drive carGoogle says it expects its self-drive cars to be on the road ‘within a year’

Ready in a year

Google recently announced that its self driving cars had covered 700,000 miles of public roads in autonomous mode, and that they were now tackling the tricky problem of busy city streets.

The company plans to build a fleet of around 200 of the cars in Detroit, with the hope of using them as an autonomous technology test bed.

“We’ll see these vehicles on the road within the year,” says Mr Urmson.

Advocates claim that autonomous cars have the potential to revolutionise transport, by making roads safer, eliminating crashes, and decreasing congestion and pollution. In the year to June 2013, more than 23,500 people were killed or seriously injured in road traffic accidents in the UK,according to government figures.

Simulation of roadThe view from Google’s self-drive car and its computer during tests

Ron Medford, previously the deputy director of the US National Highway Traffic Safety Administration, and now the safety director for the self-driving car team at Google, believes that number could be drastically reduced by removing the chance of driver error.

“I think it has the potential to be the most important safety technology that the auto industry has ever seen,” he said.

But Sven Beiker, executive director of the Center for Automotive Research at Stanford, cautions that driverless cars may still require human input in extreme circumstances and that people may forget how to operate their vehicles if they do not do it regularly.

This could be particularly dangerous in an emergency situation where the computer does not know how to react, and asks for input from a human who may not have been paying attention, he warned.

“You will not be able to fiddle around looking for the instruction manual in the glove box that you’ve never looked at before,” he said.

He equates it to people who drive automatics forgetting how to easily drive a car with a manual gearbox.

Google Update

Shares in Google have dropped 5% despite the technology giant reporting a first-quarter profit rise of 3%.

Profits were $3.45bn (£2.05bn), but investors are preoccupied by Google’s inability to maintain advertising prices.

A widely watched measure, the average “cost per click”, was down 9% from a year earlier.

Another weak spot highlighted in the report was the firm’s discounted sale of Motorola Mobility to Lenovo.

Google sold the smartphone maker to Lenovo in January for close to $3bn, after paying $12.5bn for the firm less than two years ago.

Despite investors’ reaction, Google’s chief executive, Larry Page, was upbeat: “We completed another great quarter,” he said in a statement.

“We got lots of product improvements done, especially on mobile. I’m also excited with progress on our emerging businesses.”

However, Google continues to struggle with its ability to charge advertisers higher prices for mobile ads, which are increasingly important with more and more consumers accessing Google’s browser through their smartphones.

Advertisers have proven reluctant to pay as much for ads on mobile screens compared to Google’s bread-and-butter desktop ads, which have been the main revenue generator at the firm.

Rates for mobile ads can be half as much as on personal computers, according to Needham & Co analyst Kerry Rice.

However, Google expects mobile ad prices to catch up with PCs eventually as it becomes easier for consumers to buy products using mobile devices, Google chief business officer Nikesh Arora said.

‘A little bit dodgy’

Google has greatly diversified its portfolio of products in recent years, speculatively branching out into phonesdronesGoogle Glass, and even thermostats and fire alarms, CNet technology analyst Larry Magid said.

“Some of these crazy ideas need to become less crazy and more profitable,” he told the BBC. “Their core business, what really brings in the money, that’s beginning to get a little bit dodgy for them.”

Google’s results were not the only ones to disappoint investors on Wednesday.

Technology giant IBM reported its lowest quarterly revenue in five years.

IBM attributed the drop in revenue, which went down 4% to $22.5bn, to weak hardware sales.

Enterprise technology spending has shifted away from traditional computing giants as governments and corporations move towards online services, large-scale data analysis and IT security, FBR analyst Dan Ives said.

Google – Adjusting for Stock Splits

GOOG : NASDAQ : US$543.14
BUY 
Target: US$700.00

Technology — Internet
ADJUSTING MODEL AND PRICE TARGET FOR STOCK SPLIT
Key points
 We are adjusting our estimates and price target purely to reflect
Google’s previously announced 2-for-1 stock split.
 Class A shares will trade under the new ticker GOOGL, while Class C
shares will assume the GOOG ticker. Newly issued shares going
forward will be Class C shares. Class A shares will have one vote
each, while the non-traded Class B (management) shares will have
10 votes each.
 Given that Class C GOOG shares should be more liquid than Class A
GOOGL shares and that there is a “make-good” provision in place to
close any potential value spread arising from the voting
discrepancy, we do not expect a significant spread to materialize
between the Class A and Class C shares.
Estimate changes
We are adjusting the number of shares to incorporate the stock
dividend. As a result, our share count goes to 685m, 689m and 693m
from 342m, 344m, and 346m in 2014, 2015 and 2016. As a result, our
non-GAAP EPS estimates go to $28.52, $33.61 and $39.01 from $57.04,
$67.22, and $78.02 in 2014, 2015 and 2016.
Valuation
We maintain our BUY recommendation and cut our price target from
$1,400 to $700 to adjust for the stock split. Our new target is based on
21x (unchanged) our 2015 non-GAAP EPS estimate of $33.61 (adjusted
from $67.22).

Google PLUS $1000

GOOG : NASDAQ 
BUY 
Target: US$1,000.00 PLUS

Technology — Internet
SOLID Q3 RESULTS
Summary
Google reported solid Q3 results that beat consensus for revenue and EPS by a few percent despite intra-quarter concerns that the rollout of Enhanced Campaigns would negatively impact advertiser behavior in the quarter. Websites revenue growth accelerated despite continued CPC shrinkage and made up for a big deceleration in Network revenue. With many investors already expecting a strong Q4 from EC impact, getting past this potentially bumpy Q3 with a solid set of results should allow the stock to work well through year-end.
Key points
 Bullish – Websites revenue growth accelerated to 22% from 18% in Q2 (albeit against an easy comp); positive TAC developments – network TAC was 70.5% of revenue, down from 72.3% in Q2 despite weaker Network revenue, which typically sheds low-TAC partners, and Web sites TAC was 8%, flat with Q2 and better than our estimate.
 Bearish – CPCs shrunk another 8% y/y as mobile/EC transition continues; Network revenue growth slowed to near zero y/y, decelerating sharply from a weak 7% in Q2; MMI lost >$300 million.
 Estimate changes – We are changing our 2013/2014/2015 combined gross revenue estimates to $59.4B/$67.8B/$77.9B from $59.4B/$68.6B/$78.6B and increasing non-GAAP EPS estimates to $44.37/$53.14/$64.04 from $43.99/$52.54/$62.99.
Valuation
We raise our price target to $1,000  PLUS from $940. Our new target is based on 19x (up from 18x) our slightly higher 2014 non-GAAP EPS estimate of $53.14 (up from $52.54).

Google BUY Target Price $ 940

Google 貼牌冰箱(Google Refrigerator)

Google 貼牌冰箱(Google Refrigerator) (Photo credit: Aray Chen)

GOOG

 NASDAQ : US$910.68
BUY 
Target: US$940.00

COMPANY DESCRIPTION:
Google owns the world’s largest search engine, some of the most visited websites on the web, including YouTube.com, as well as the telecommunications equipment corporation Motorola Mobility. Google generates the vast majority of its revenue through advertising on the web and mobile devices.

Summary


Google’s Q2 results saw both revenue and EPS below consensus. Q2 and Q3 seem like quarters of transition, first to a new Enhanced Campaign
paradigm for AdWords, and to a better user experience (and slower growth) for Google Network. We remain attracted to secular positives,
while recognizing that Google’s admirable quest to stay young and innovative may continue to push out realization of an “optimal” model.
The next chapter may be a big hardware cycle, which could draw questions about structural margins. However, we continue to like Google’s dominant competitive position in a large and growing market.
Key points
Bullish – Enhanced Campaigns now represent 75% of all AdWords campaigns, showing fast adoption; Android continues its massive climb with ~900 million activated devices; Web sites TAC slowed its pace of expansion at only 8.0%, up from 7.9% in Q1, the smallest expansion in years.
Bearish Revenue and profitability miss; 6% CPC decline despite adoption of Enhanced Campaigns; self-inflicted slowdown in Google
Network growth should persist for two more quarters, along with an associated pick up in Google Network TAC to over 72% of revenue
compared to long-time run-rate of ~70%.
 Estimate changes – We lower our 2013/2014/2015 combined gross revenue to $59.4B/$68.6B/$78.6B from $61.7B/$71.5B/81.6B, and
non-GAAP EPS to $43.99/$52.54/$62.99 from $46.72/$56.48/$64.82.
Valuation
We raise our price target to $940 from $890 as we roll over to 2014E EPS. Our new target is based on 18x our slightly lower 2014 EPS estimate of $52.54.

 

Rackspace Hosting HOLD

Image representing Rackspace as depicted in Cr...

Image via CrunchBase

RAX : NYSE : US$39.30
HOLD 
Target: US$37.00

COMPANY DESCRIPTION:
A provider of managed hosting and cloud computing services, Rackspace provides businesses with the infrastructure to house their data (web sites and applications), and with the customer support for their IT services need. Primarily focused on small businesses, Rackspace Hosting is known for its unique customer service experience known as “Fanatical Support”. The company is headquartered in San Antonio, Texas.

DARK CLOUDS REMAIN ON THE HORIZON; REDUCING PT TO $37
Investment recommendation
Despite recent estimate cuts, we believe additional downside risks remain given the increasing level of competition and the operating distraction we believe is resulting from the OpenStack transition. We believe aggressive competitive pricing pressures and continued momentum from competitors’ cloud eco-systems will likely make the OpenStack transition increasingly difficult. We are lowering our target multiple from 10x to 9x and our price target from $40 to $37accordingly.
Investment highlights
 Dedicated business likely further slows – We believe the increasing adoption of IT outsourcing to the public cloud will likely shift more
incremental demand away from traditional dedicated hosting services. Premium pricing, product cycle transition and continued sales force distraction due to OpenStack will likely make it difficult for Rackspace to regain momentum in its core dedicated business.
 Uphill battle for OpenStack – As Amazon AWS, Microsoft AzureVMWare and Google further penetrate respective cloud ecosystems, we believe it will be increasingly challenging for OpenStack to gain traction in the increasingly competitive market. The aggressive pricing strategy by AWS and matched by others will likely continue to create significant headwinds for companies like Rackspace.
 Still too early for bottom fishing – Despite the over 50% drop in share price from its recent peak, we believe it is still too early for bottom fishing given the continued downside risk and with its shares still valued at 9.7x 2014E EBITDA.

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