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		<title>Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm</title>
		<description>Discuss Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm</description>
		<link>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010</link>
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			<title>RE: Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm</title>
			<link>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-143815</link>
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			<dc:creator>http://www.pandoracharmschristmas2013.uk.com</dc:creator>
			<pubDate>Wed, 18 Dec 2013 21:22:49 +0000</pubDate>
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			<title>RE: Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm</title>
			<link>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-143727</link>
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			<dc:creator>http://www.pandoracharmschristmas2013.uk.com</dc:creator>
			<pubDate>Wed, 18 Dec 2013 21:22:17 +0000</pubDate>
			<guid>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-143727</guid>
		</item>
		<item>
			<title>RE: Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm</title>
			<link>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-10784</link>
			<description><![CDATA[ Uhhh, I just did. Isn't that what you were responding too???? Samsung cannot squeeze Google. If anything, it's the other way around. Samsung and Google are poised to have a slugfest. Their relationship is similar to that of Samsung and Apple, with Samsung being the Apple in this case since Samsung is highly reliant on Google's Android but Google has significant diversification when it comes to its reliance on Samsung. You do see who's winning the Samsung/Apple battle, don't you? Expect the same conflict with similar results when Samsung butts heads with Google, unless some significant changes come into play - Which is quite possible in this rapidly morphing landscape. Google's growth prospects are opening up at an amazing rate, while Apple's is slowing. The mobile market opens up a new TYPE of advertising (location based, telecommunicati on ready computers that allow customers to interact with vendors en masse or individially in real time is a totally different market than hyperlinked adsense sales!!!)]]></description>
			<dc:creator>Reggie Middleton</dc:creator>
			<pubDate>Fri, 25 Jan 2013 13:51:58 +0000</pubDate>
			<guid>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-10784</guid>
		</item>
		<item>
			<title>margin compression</title>
			<link>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-10779</link>
			<description><![CDATA["TAC – Traffic acquisition costs, the portion of revenues shared with Google’s partners, increased to $3.08 billion in the fourth quarter of 2012, compared to $2.45 billion in the fourth quarter of 2011. TAC as a percentage of advertising revenues was 25% in the fourth quarter of 2012, compared to 24% in the fourth quarter of 2011. Google’s cost of revenue acquisition is going up!" IIRC this is a trend, their TAC has been going up not down over time because Android gives Google very little leverage in the market. You really need to step back and reconsider how much of a middle man Google is and how easily it can be squeezed by the likes of Samsung. "Even when separating the Motorola acquisition, we find Google's margins are still dropping…" How come you don't talk about Google's margin compression as much as you talk about Apple's margin compression? Also have you addressed the fact that although mobile ads may be a new market. Companies that buy ads still have the same marketing budgets that they've always had. So at best Google will be able to maintain their share of online ad revenue. At worst they lose share because the shift to mobile gives opportunities to the Apple's and Amazon's of the world to move into Google's ad-business. While Apple hasn't cut a deal with the biggest telecommunicati on provider in the world. Google is limited by the size of the online ad market. I'm not sure why Apples prospects for growth are so much gloomier than Google's. I mean on Verizon the home of "Droid Does" iOS just out sold Android smartphones.]]></description>
			<dc:creator>lqz</dc:creator>
			<pubDate>Thu, 24 Jan 2013 21:08:03 +0000</pubDate>
			<guid>https://boombustblog.com/blog/item/6270-googles-q4-2012-this-looks-to-be-the-leader-of-the-new-distributed-information-paradigm-as-i-called-it-in-2010#comment-10779</guid>
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