Verizon uncrated its latest iPhone challenger Wednesday morning, introducing the new $199 Motorola Droid, and it already has analysts buzzing about the life it may breathe back into Motorola, whose share of the phone market dropped by nearly half in the second quarter from 10 percent a year earlier.
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Much has changed at Yahoo since May 17, 2006, the last time the company held an investor day gathering. In May 2006, Yahoo’s shares traded at about $30 and the company claimed 28.98 percent of the U.S. search market. Today, its stock is worth a little over $16 and its share of the search market has fallen to 18.8 percent. Ugly declines, both of them. Fitting then, that Yahoo CEO Carol Bartz, speaking at the company’s first investor day gathering in three-and-a-half years, would describe Yahoo’s future as “a journey back to respect.”
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Well, there it is. Barry Diller would rather sell off IAC’s Ask.com search engine than brave a fiercely competitive market with a property whose future he describes as “speculative.”
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It’s beginning to look like Cisco suffers from a compulsive-buying disorder. In early October, the company spent $3 billion on videoconferencing system maker Tandberg. A few weeks later it acquired wireless infrastructure outfit Starent Networks for $2.9 billion. And now it’s buying ScanSafe as well.
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On the heels of its deal to incorporate Twitter data into its search results, Google on Monday announced an experimental Labs feature that searches the social Web. Called Google Social Search, the service is intended to make search results more relevant by enhancing them with personalized social data.
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Microsoft may have gotten the jump on Google when its Bing search engine became the first to allow users to search Twitter in real time, but that victory is largely an empty one. Because while being first is generating quite a bit of attention for Bing–which is, for once, leading search innovation instead of following Google’s–that’s about all it’s good for now.
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They don’t call Sen. John McCain a maverick for nothing. Just hours after Federal Communications Commission Chairman Julius Genachowski officially unveiled Net neutrality rules, the Arizona Republican introduced a bill that would prohibit the Commission from enacting them.
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How nonexclusive is Microsoft’s deal with Twitter? So nonexclusive that just hours after Microsoft announced it, rival Google lurched forward to say that it has entered into a similar partnership with the microblogging service.
The search giant may be second to this party, but it’s not going to be late.
But make no mistake–this is very clearly a rush job. Microsoft has code running. Google does not.
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Though Verizon’s new Droid ad campaign might seem to preclude one, Apple would be wise to ink an iPhone distribution deal with the carrier–if not to hasten iPhone adoption, then to slow rivals that would supplant it. That’s the argument put forth by Piper Jaffray analyst Chris Larsen in a research note to investors Monday.
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If Verizon is in talks with Apple to become the second U.S. carrier for the iPhone, they evidently aren’t going very well. How else to explain the iPhone-slagging ad campaign for Verizon’s forthcoming Android handset, Droid?
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For those about to rock, All Things Digital salutes you.
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