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Posts Tagged ‘Jeffrey Lindsay’

Analyst Says iPhone Success Guides Google’s Nexus One

December 14th, 2009 | No Comments

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…


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Analysts Scoff at News Corp.-Bing Bid to Ding Google

November 24th, 2009 | No Comments

Bernstein Research analyst Jeffrey Lindsay said News Corp.’s alleged plan to remove content from its Wall Street Journal and other Web sites from Google’s search engine is designed to put pressure on Google during the renegotiation of its $900 million advertising deal with MySpace. Citing ComScore data that shows Google drives 11 percent to 14 percent of traffic to News Corp.’s U.S. news web sites, such as the Dow Jones properties, Fox News, and the New York Post, Lindsay argued that blocking access to Google’s Web crawlers would backfire, impinging traffic at these sites.
–

Analysts discounted News Corp.’s rumored move to de-index its Web sites from Google and make their content available exclusively through Microsoft’s Bing search engine.
Bernstein Research analyst Jeffrey Lindsay said News
Corp.’s alleged plan to remove content from its Wall Street Jo…


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How The Joltid Suit Is a Ploy to Buy Back Skype

September 17th, 2009 | No Comments

Bernstein Research’s Jeffrey Lindsay says new litigation filed by Joltid against eBay, Skype and its pending investors stems from the Joltid owners’ failure to buy back Skype from eBay. Joltid is looking to enjoin Skype from operating in the United States and seeks $75 million-plus per day in damages. Joltid’s owners earlier this year tried to buy back Skype but balked at what they believed was too high a price from eBay. Lindsay says the suit is designed to thwart the current eBay sell-off until the Joltid owners get a payout.
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An analyst from Bernstein Research said new litigation filed
by Joltid against eBay, Skype and its pending investors stems from the Joltid
owners’ failure to buy back Skype from eBay.
Joltid, the peer-to-peer software company owned by Skype co-founders
Janus Friis and Niklas Zenns…


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