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.

Pandora Media

Image representing Pandora Media as depicted i...

Image via CrunchBase

P : NYSE : US$16.57
BUY 
Target: US$18.00

COMPANY DESCRIPTION:
Pandora radio is the market leader in personalized Internet-based radio listening in the US. The company uses its proprietary algorithms as part of the Music Genome Project to generate playlists for users that are personalized and cater to the tastes of individual users.

Summary
While competitive developments continue, we believe fundamentals at Pandora remain strong heading into Q1 earnings next week. Our proprietary analysis points to a growing audio ad load (driven by robust adoption of the STRATA integration) and higher quality of advertisers
(big national brands). In addition, the temporary 40-hour listener cap on mobile appears poised to dampen content costs. As such, several
positives are coming to a head at once. Given the timing, Q1 impact is hard to gauge but likely positive, while impact to Q2 and beyond should
be more positive. Our best estimate is that guidance should be somewhat bullish without being irresponsibly aggressive.
Key points
 Our proprietary research (admittedly a small sample) indicates an audio ad load that has gone from 1.40 minutes per hour a month ago to 1.75 minutes currently. We believe this is being driven by sales force ramp, Triton measurement, and STRATA integration. This should drive higher RPMs.
 We also believe subscription revenue and content costs could both show improvement in Q1 from the 40-hour mobile cap, with more impact in Q2 and beyond.
 We believe Google’s newly announced $10/month “All Access” subscription service should have only a moderate competitive impact on Pandora’s listener base, which clearly likes free stuff.
Valuation
Our $18 target is unchanged and is based on 32x our F2017 EPS estimate of $0.90, discounted to present at 12.1%.

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