RSS Feed     Twitter     Facebook

Posts Tagged ‘Ben Schachter’

Apple Isn’t Doing Search or Dropping Google for Bing, Says Jobs

Apple CEO Steve Jobs at AllThingsDigital’s D8 conference June 1 said Apple is not interested in going into the search business and will not drop Google on its iPhone and iPad in favor of Microsoft’s Bing. Broadpoint AmTech analyst Ben Schachter indicated Jobs’ comments should come as music to the ears of investors fearful that Apple might try to open a new battle front with Google in search. Search expert John Battelle doesn’t believe the conversation is so cut as dry as Jobs made it sound. – Apple CEO Steve Jobs said a lot of interesting things on stage at
AllThingsDigital’s D8 conference June 1, but it’s what he said about search
that has pricked up the ears of some financial analysts.
Jobs swatted aside a couple of search-related rumors. He asserted that Apple is not interested in …


Google Nexus One Smartphone Is a Profitable Business, CFO Says

Google CFO Patrick Pichette said Google’s Nexus One is profitable, answering one of the pressing questions financial analysts posed soon after the device launched Jan. 5. However, he wouldn’t disclose how many of the devices have been sold or other core economics. Broadpoint AmTech analyst Ben Schachter said he estimated Nexus One unit sales at 200,000, contributing $106 million, or 2 percent, of Google’s net revenue. That figure stands to increase when Verizon Wireless, Vodafone and Sprint begin offering wireless plans for the device this year.
– Google CFO Patrick Pichette characterized Google’s Nexus One as profitable,
answering one of the nagging questions financial analysts posed soon after the
device launched Jan. 5.
Google offers the Android 2.1-based Nexus One unlocked through its Webstore
for $529 or for $179 with a two-year cont…


Google Broadband Play Pushes Network Neutrality in Google’s Favor

Google’s bid to build high-speed broadband networks may be just a test, but it’s geared to swing network neutrality more closely in the search engine’s favor. Gartner analyst Alex Winogradoff said this is the company’s latest move to federate data access among carrier’s data networks. With open networks as alternatives to private networks from Verizon and other carriers, Google wouldn’t have to deploy 20 to 30 data centers around the world to alleviate data latency and improve service quality for its search engine and other Web services. BroadPoint AmTech analyst Ben Schachter also crunched some numbers and guessed the test could cost Google $60 million to $1.6 billion.

Google’s
pledge to build high-speed broadband networks may be just a test, but it’s
geared to swing network neutrality more closely in the search engine’s favor,
some industry experts believe.
Google Feb. 10 said that it will build broadband networks that zip 1 gigabit of data per


Analysts See Google Aping Amazon, Dell in Nexus One Web Store

Google is selling the Nexus One through a new online Web store. Google is seeking to provide users with a one-stop shop for their smartphones, allowing users to log on to their Google account, pick a phone, pay via Google Checkout and wait for their phone to come in the mail. This isn’t much different from the way consumers log on to Amazon.com and buy books or other goods. The move puzzled some analysts and pushed others to compare it to other efforts from Dell and, of course, Amazon.com.
– News Analysis: Forget about the Google Nexus One as a new Android
smartphone, which BroadPoint AmTech analyst Ben Schachter summed up as
evolutionary, rather than revolutionary.
The big news from Google’s Nexus One launch Jan. 5 was Google’s go-to-market strategy,
which had analysts flapping th…


Analyst Says iPhone Success Guides Google’s Nexus One

Bernstein Research analyst Jeffrey Lindsay said in a research note that the phenomenal success of the iPhone, nearly 10 million units of which will ship through 2009 and whose Apple App Store offers more than 100,000 applications, has forced Google to take actions into its own hands in the smartphone market. Specifically, Google is creating the Nexus One as an unlocked alternative to existing Android phones, such as the successful Motorola Droid, to better challenge Apple’s iPhone dominance. BroadPoint AmTech analyst Ben Schachter sees Google’s move as a disruption in the space.
– The unstoppable success of Apple’s iPhone has pushed Google to create Nexus
One, a smartphone based on the Google Android operating system whose software
and features Google has built from the bottom up on hardware from HTC.
So claims one analyst.
Nexus One, which Google employees are testing, i…