Searching for Answers
Is the search game over? Has Google (Nasdaq: GOOG) already won the war against its competitors? Following the sketchy tech earnings of 4Q12 in late January, it was clear that investors would seek a safe haven from volatility while still wanting to stay invested in the tech space, and in that instance, Google was the play.
Yahoo! (Nasdaq: YHOO) has seen its stock come back to life after it tapped former Google employee Marissa Mayer to the new CEO. The anticipation of a potential windfall from an Alibaba IPO has also impacted shares. When it comes to search, the story is far less pretty.
Mister Softee as it's called by traders, or Microsoft (Nasdaq: MSFT) as it's known by almost everyone else has seen market share increase, but its come at significant costs. After a great strategic move in its attempted acquisition of Yahoo!, it may lose its search deal with the company and faces stiff pressures from several other spots
Phoning It In
Yahoo! has by and large stayed out of the phone wars. They have opted to remain more of a content and technology company that is agnostic to the device that consumers use.
Microsoft, on the other hand does have a stake in the phone wars. They have the windows operating system out on some select phones, but they are far behind the market leaders Apple and Google.
A big winner in the mobile phone business has been Google. Its android operating system has grown substantially is a short amount of time. Most reports have Google leading Apple in terms of mobile market share by a 70-30 margin.
The importance of the phone wars is very high, and a primary reason that Google gives away is operating system for free. They want to be on the devices people use to search the web, and when mobile search pricing improves, Google will stand to have the most to gain.
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