Android had 3.5 percent of the global smartphone market in the quarter
ended September, compared with none 12 months earlier, while Microsoft
saw its market share fall to 8.8 percent from 13.6 percent a year
earlier, according to research
firm Canalys.

This is before launches of handsets in October and November, esp the
Droid.

Acer Inc started to sell its first mobile phone model running on
Google's Android
software this week, and will introduce more Android handsets next
year, the head of its phone unit said yesterday.  The world's second
largest PC brand entered the cellphone market this year with 10
models, with all but the Android phone using Microsoft's Windows
Mobile
operating system. "Next year it will be much more balanced," Aymar de
Lencquesaing told Reuters in an interview. "There is definitely
momentum behind Android. The pace is faster than most would have
anticipated one year ago," he said, adding that the company had no
plans to use other operating systems."

Best Buy offering many competitive deals on Android devices for Black
Friday.

Comments?

Quote

Google stands to benefit from increased search-ad spending among
marketers and an updated product-search feature that lets Web users
more easily see pictures and reviews of items.

The integration of search, user-generated content, comparison
shopping, YouTube, location information and mobile shows the
impressive span of Google’s product portfolio that the company can
leverage to drive traffic for its e-commerce customers and
advertisers".

Unquote

Probably why Google shares outperforming in a down overall market.

Comments?

AdMob Mobile Metrics Report is source.

Here is a link to an article with specific references to assist your
analysis:

http://seekingalpha.com/article/174855-apple-android-now-make-up-75-o...

Hope that helps.

On 25 Nov, 15:38, Nate <nsalpe...@gmail.com> wrote:

On Nov 24, 3:18 am, modelportfolio2003 <steve.alt...@gmail.com> wrote:

On Nov 23, 1:09 pm, modelportfolio2003 <steve.alt...@gmail.com> wrote:

The message:  Android is rapidly taking off, esp in the U.S..  Global
data requests from Android devices have increased approx 6 times since
April 2009.  In the US, Android share jumped to 20% from 7% six months
ago, second only to iPhone.  This data is up to Nov 18 and includes 2
weeks of Droid release (meaning big uptake by Motorola in a short
period).

Comments?

On Nov 23, 1:09 pm, modelportfolio2003 <steve.alt...@gmail.com> wrote:

Seems today's price action is a technical reinforcement to what many
of us have written about on this site about Google's fundamental
analysis.  I admit that technical analysis is just one element in my
thinking about Google but I appreciate it seems to be the most
important to you.

So read on if you want to balance your technical judgement with
fundamental research.  I trust you saw that UBS last week become the
first (I believe) to raise its target price on Google to $700.  Most
analysts are still at $600-625, but I believe we could see $600 soon.
Why?  Early indications from analysts suggest that October was a blow
out for Google and Nov and Dec are generally seasonally strong
months.  Analyst estimates for 2010 eps suggest the company can grow
earnings by 20% and little or no credit is given to revenue growth
from mobile, display, youtube, etc etc.  So with estimates now at $32
per share for 2011, which in 6 weeks will be seen as "next year", the
p/e at $583 is 18 times, which in my opinion, is too cheap.

Comments?

On 23 Nov, 13:09, Gregory Money <greggmoneyma...@gmail.com> wrote:

(Quote)

By Eric Savitz

UBS analysts Brian Pitz and Brian Fitzgerald this morning repeated
their Buy rating on Google (GOOG), while lifting their price target on
the stock to $700, from $635. GOOG closed yesterday at $576.65.

The UBS duo also boosted their 2009 EPS estimate to $22.93, from
$22.74; for 2010 they now see $27.72, up from $27.08. For Q4, they now
expect $6.63, up from $6.44, and ahead of the Street at $6.39.

The analysts say the higher estimates reflect improving keyword
pricing. “Our proprietary price tracking and channel checks with
several SEMs (search engine marketing companies) and industry
participants suggest CPCs (cost per click, or keyword pricing)
particularly in categories such as retail witnessed strong growth in
October from September and Q3 levels,” they write.

GOOG today is down $4.90, or 0.9%, to $571.75.

(Unquote)

I note that even with increase in eps for 2009, UBS est of $22.93 is
below Goldman Sachs est for 2009 of $23.61, although UBS' 2010 eps est
of $27.72 for 2010 compares to $27.66 at Goldman.  Goldman target
price still $635, but is a six month objective, not the usual 12 month
objective which I assume is the case with UBS. At time of Q3 earnings
release, Goldman raised their Q4 eps est to $6.66, still above $6.63
at UBS. Keep in mind that Goldman estimate for 2011 eps is $32.03.
Hence we are now talking about eps growth estimate of 21% in 2010 by
UBS  and eps growth estimate of 16% for 2011 by GS. If GS 2011
estimate is accurate, Google shares currently trading at less than 18
times 2011 estimate, which is too cheap for eps growth estimates.

Comments?