FeedPosted Nov 21st 2009 10:40AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Competitive strategy, Google (GOOG), Microsoft (MSFT), Technology
Google (GOOG) is letting a few developers peek behind the curtain. The early look the company's new operating system, Chrome, is happening in true Google style: by invitation only. When it's released, which should be in time for the holidays, developers will be able to bang away at an open source solution, tapping an army of volunteers who are eager to work for bragging rights.
The open source version is called Chromium OS, which will hit the market a year before the "consumer" version is ready, which is how Google will be able to tap the wisdom of developers around the world. In a blog entry, Google explained, "This means the code is free, accessible to anyone and open for contributions." The project includes the code base, user interface experiments and some preliminary designs, all of which can be used for ongoing development efforts. To energize the potential base of contributors, Google said that "development will be done in the open from this point on."
Continue reading Google says: Chrome for Christmas
Posted Nov 20th 2009 11:20AM by Brian White (RSS feed)
Filed under: Competitive strategy, Google (GOOG), Apple Inc (AAPL), Best Buy (BBY)
Google (GOOG) and Apple (AAPL) were once favorite friends. When Google CEO Eric Schmidt resigned from Apple's board of directors, though, the gloves came off. With Apple's venerable and extremely popular iPhone selling for $99 (for the base edition), Google's "Android" phones -- made by several manufacturers and sold by many carriers -- have not matched those low Apple prices. Not any more.
Consumer electronics retailer Best Buy (BBY) is selling the Samsung Moment and the HTC Hero for $99 through December -- matching Apple's iPhone pricing for a two-year contract. That's with no rebates, either. So, the question is this: will Google's Android-powered phones start gaining traction on the iPhone? With AT&T's (T) penchant for poor service and for exorbitant calling plan prices, this may be enough to get those on the iPhone fence switching over to a touchscreen Android phone.
Continue reading Android-powered phones set stage for holiday competition with iPhone
Posted Nov 18th 2009 4:40PM by Sheldon Liber (RSS feed)
Filed under: Competitive strategy, Ford Motor (F), Market matters, FedEx Corp (FDX), United Parcel'B' (UPS), Options, Wells Fargo (WFC), Chasing Value, Stocks to Buy, E*TRADE (ETFC), EZCORP (EZPW)

Fourteen stocks have been reviewed so far with eight of them potential contenders for 2010. These include some picks from 2009, some old dependables and a few more on the speculative side.
During the year I have written on occasion about selling put options (naked puts) because the premiums offered were very generous and from my perspective assumed market collapse. This was reflected in my July post
Serious Money: The world's dumbest marketToday I am considering four naked puts and two more stocks. The options are all based on stocks now in review.
Continue reading Chasing Value: Ten stocks for 2010 -- Part 4
Posted Nov 16th 2009 11:20AM by Tom Johansmeyer (RSS feed)
Filed under: Products and services, Competitive strategy, Google (GOOG), Apple Inc (AAPL), eBay (EBAY), AT and T (T), iPhone, Technology
BT Group, which virtually owns the UK telecommunications market, isn't waiting for Google (GOOG) to launch a full attack. The company probably expects to be under assault from the search engine (and advertising and e-mail) giant, so it's taking early action. Google Voice is still being tested, but words like "free" and "powerful" and "internet-based" are bound to inspire fear in even the most established of companies.
To protect itself from the eventual attack from Mountain View, BT picked up Ribbit Mobile, and testing is in progress. Ribbit's technology has some overlap with Google Voice and even beats it with a few capabilities, according to Bloomberg. Ribbit just launched its beta product this month. It allows either the user's current phone number or a new one from Ribbit -- which is no different from Google's alternative. The product suite is generally the same, with phone- and web-based voicemail retrieval and automatic transcriptions that can be sent by text message or e-mail. For an extra fee, BT's Ribbit does provide human transcription, though it is free during testing. And, calls can be taken directly from a computer, using a microphone and speakers.
Continue reading BT and Google battle over the spoken word
Posted Nov 15th 2009 4:31PM by Connie Madon (RSS feed)
Filed under: Forecasts, Management, Competitive strategy, China, Oil
The price of oil has risen from about $30 per barrel at the height of the economic recession to the present $77 per barrel. Much of the increase is due to the weakness in the U.S. dollar. Rex Tillerson, CEO of Exxon Mobil (XOM) told CNBC: "If you put the price of oil, which is priced in dollars around the world, and if you look at what some effects are with the weak dollar -- in our view that is contributing $20 to $25 dollars per barrel to the price."
Globally, Tillerson said, oil is well supplied with historic high inventory levels, especially in the U.S. This is causing the market to be a "bit soft," according to Tillerson.
Continue reading Weak dollar adds $20 to the price of oil
Posted Nov 13th 2009 11:20AM by Mark Fightmaster (RSS feed)
Filed under: Competitive strategy, Burger King Hldgs (BKC), Entrepreneurs
Interesting little battle shaping up in the fast-food realm, and it isn't between restaurants -- it is within one. According to the Associated Press, Burger King (BKC) franchisees are suing the company over its recent $1 double cheeseburger promotion.
The reason for the lawsuit is that the franchisees are losing money on the deal because the company is setting maximum menu prices, which Burger King is not allowed to do. The National Franchise Association (NFA), which represents more than 80% of Burger King's U.S. franchise owners, says that the promotion is forcing restaurant owners to sell the quarter-pound burger at a 10-cent loss. One Burger King franchisee said that the burger in question typically costs franchisees $1.10.
Continue reading Burger King franchisees sue over $1 burgers
Posted Nov 13th 2009 11:00AM by Tom Johansmeyer (RSS feed)
Filed under: Competitive strategy, China, Russia, McDonald's (MCD)
For McDonald's (MCD), 32,000 restaurants in 100 countries isn't enough. The quick service restaurant announced in a meeting with Wall Street analysts that it will open 1,000 new restaurants next year. Most will be in the United States, China, Australia, Russia, Germany and France. Don't expect to see any in Iceland, though, as the company is closing its three restaurants there and has no plans to return in the near future.
The company is also looking to rehabilitate the interiors and exteriors of another 2,300 locations in 2010 – approximately half of them in Europe. In all, this should cost around $2.4 billion. For 2009, McDonald's expects its capital expenditures to reach $2.1 billion on 900 new restaurant openings. The chain is increasing its rate of new restaurant openings by more than 10% from 2009 to 2010.
Continue reading McDonald's to add another thousand golden arches next year
Posted Nov 12th 2009 3:40PM by Tom Johansmeyer (RSS feed)
Filed under: Competitive strategy, Microsoft (MSFT), Financial Crisis
It's easy to save the world when you've already taken care of yourself. But, we rely on these mavericks -- the wealthy who realize they can make a difference -- to do what we cannot on our own. So, it comes as a relief that Bill Gates, founder of Microsoft (MSFT) believes executive compensation is still too high.
It's a murky topic, and some forms of regulation, Gates believes, won't help. In a discussion on philanthropy at the 92nd Street Y in Manhattan, where many of the people Gates criticized send their kids for early education, the former CEO and still rich guy cites the $1 million executive salary cap required by law in 1993 as a big mistake. While compensation has to be controlled, he believes this measure backfired and thinks that other, similar efforts are doomed to fail now.
Continue reading Rich still too richly compensated according to richest of them all
Posted Nov 11th 2009 6:00PM by Michael Fowlkes (RSS feed)
Filed under: Earnings reports, Forecasts, Good news, Competitive strategy, Employees, Market matters, Applied Materials (AMAT), Technology, Recession

Semiconductor maker Applied Materials (
AMAT) reported
its fiscal fourth quarter numbers this afternoon following the market close, and the company easily outpaced analyst estimates.
Going into this afternoon's earnings report, analysts had been expecting to see the company show earnings of 3 cents per share, but the company surprised to the upside by posting actual Q4 earnings of 13 cents.
Continue reading Applied Materials (AMAT) tops analyst estimates
Posted Nov 10th 2009 5:45PM by Connie Madon (RSS feed)
Filed under: Major movement, International markets, Products and services, Management, Competitive strategy, India, China, Market matters, Money and Finance Today, Japan, Commodities, Oil, DJIA
The stock market is rallying. Commodities are on a tear. Yet the dollar is falling. Why?
There are several reasons for the drop in the dollar, but the most obvious and simple answer is that investors around the world are selling dollars and using the money to buy stocks and commodities, particularly oil and gold.
Last week India announced that it had bought 200 tons of gold from the International Monetary Fund (IMF.) At an average of say $1000.00 per ounce, the transaction amounted to about $7 trillion dollars. Chances are that India sold dollars from their sovereign fund to buy the gold.
Continue reading Why do we have a weak dollar?
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