Brian White
Oklahoma City, OK - http://

Brian White is a strong advocate of value investing and index funds, but has known to hold an equity or two from time to time. Financially speaking, he's covered the Fortune 500 for six years in various reporting and writing positions and currently owns a business consulting company. Additionally, Mr. White holds BA and MBA degrees.

Google, Inc. (GOOG) has pretty much conquered the PC as the default search and information service for the majority of internet users. It's also taking on Apple, Inc. (AAPL), as it wants to become the provider of the next-best-thing wireless platform from the iPhone (a fight that's just now getting started). It's YouTube internet video service is being embedded in millions of new Blu-ray disc players and internet-enabled televisions. Where else does Google has aspirations? How about actual Google TV?

Even though the consumer electronics industry wants to have some company -- any company deliver an Apple (AAPL) iPhone killer, that company won't be Google (GOOG). Google, on the other hand, has become Apple's Microsoft (MSFT) from the late 1980s. What's that, you say?

Microsoft took the personal computer market by storm by not tightly controlling every piece of hardware and software that was used with its now-ubiquitous Windows operating system. Apple, on the other hard, guaranteed a solid user experience by tying its excellently-designed hardware with only its own operating system software. It's been said that Microsoft, more than any other company, enabled the PC era by not controlling the hardware it's software rode on top of. Google has the same goal in the mobile space, which is where the future of consumer computing is headed.

Google's (GOOG) problems in China have been well-publicized in recent years. The world's most populous country and its own Baidu.com search engine have managed to stave off Google to a minority market share. At the same time, the Chinese government has been no friend of the world's leading search engine, requesting censored results in comparison to Google's "all information is free" stance. So, Google stands prepared to leave China for good.

Is Yahoo!'s grip on the internet slipping? No sooner does this writer tackle that ongoing question than the company's top moneymaker announces she's resigning.

Yahoo!'s Joanne Bradford has announced that she's leaving the stagnant internet company for Demand Media. Seeing as though Bradford was going to be a key player in Yahoo!'s burgeoning partnership with Microsoft (MSFT), this leaves yet another gaping hole in Yahoo!'s revenue strategy.

Dell's (DELL) is about to start thinking that it's newer Mini 5 hybrid device will be an Apple (AAPL) iPad competitor. Each device has not even been released yet, and there are competitive stirrings already afoot. The Dell unit, which looks like a large smartphone but not quite as large as a tablet computer, will bring a ton of Amazon (AMZN) services to bear in order to try and compete with the Apple content ecosystem that will surely blow all others away once the iPad starts shipping next month. Can an Amazon Kindle e-reader application pre-loaded on Dell's device really give an iPad a run for its money?

Ford's (F) Alan Mulally believes that the U.S. automaker stands to gain more market share in the U.S. at the expense of Japan's Toyota, which is in the midst of a huge product recall and public relations nightmare. Mulally's statement sounds pretty obvious, but it's true. It's already happening.

Google, Inc. (GOOG) has been referenced by more than a handful of journalists in recent years as the company most closely competing with Microsoft Corporation (MSFT). In reality, that's not very true: Google derives almost all of its revenue from internet advertising while Microsoft gets its cash buckets from operating system and productivity software. The lines are blurring, but even in 2010 there are way more closer competitors to Microsoft than Google.

Sprint Nextel (S) has done many things in the last few years: improved its customer service, procured some of the better and leading-edge smartphones (at least in 2009) and it has gained gobs of prepaid wireless subscribers while narrowing losses of contract wireless customers. Still, it is losing customers to the competition, and that hasn't stopped. What can be done?

Sprint CFO Bob Brust indicated this week that revenue declines will show up this year and will turn into revenue growth at least a few quarters out. That statement alone sent Sprint shares up 5% yesterday. But it's the same old stuff: Brust referenced narrowing losses in the contract customer base and rising revenue growth from its prepaid customer base. This isn't anything new, so why the spike in share price? Good question.

U.S. consumer electronics behemoth Best Buy Co. Inc. (BBY) will be joining Japan's Panasonic Corp. to unveil and heavily promote newer 3D television sets this quarter. As flat panel televisions continue selling at a decent but middling pace, the "next big thing" in home entertainment is ready to roll off shelves. Best Buy believes it will be 3DTV, apparently.

Panasonic will discount the prices of the rollout models by 50% as it creates demand for the new category using pricing as its primary weapon. But will customers care? Just because Panasonic is trying to reverse losses in its television operating doesn't mean customers will soon adopt a new television technology that is surely to have very limited content. If Panasonic needs a 3D ecosystem of content to push these new televisions, that could be years off.

Google Inc. (GOOG) has been on a mobile tear recently with its Android mobile operating system, and the Android Market may become a more potent competitor to Apple Inc.'s (AAPL) App Store if a new "business market" is introduced. Whereas most of Apple's App Store for the iPhone is filled with consumer-level applications, Google may have ambitions to take its Android platform higher than Apple's lofty perch here.

Best Buy (BBY) will be joining Vudu -- which was recently bought by Walmart (WMT) -- Netflix (NFLX), Roxio's CinemaNow, Amazon.com (AMZN) On Demand, and others in streaming video content directly over the Internet to your favorite television set. Details are sketchy so far, but the large question is this: do we need another one of these services? The market is already saturated. What's the benefit?

For one, Best Buy's Reward Zone Premier Solver members will receive one free video rental per month. That's quite a benefit for a customer that spends $2,500 per year at the largest consumer electronics chain in the U.S. -- not. You need to throw a bigger bone to these customers, Best Buy. That's like giving a dime back for every few hundred dollars spent. Not impressive.

Apple (AAPL) has shown that a locked-down, incredibly easy-to-use wireless handset like the iPhone is precisely what customers want. Even with all the limitations the iPhone seemingly has, it "just works" -- and that's what tech-overwhelmed consumers want. Is Apple so fearful of its secrets and products under development that its suppliers are acting Orwellian? Sure.

This Reuters article is as accurate as anything that's turned up recently about how Apple's super secrets are kept until a product is announced on launch day. Suppliers and outsourcers are kept in the dark in many ways, employees are treated like spies and even mild violence can occur sometimes. For all the good press Apple receives, is this the way its suppliers are told to operate -- like clandestine nuclear arms operators? To protect all things Apple, apparently so.

Apple, Inc. (AAPL) has a vision for where it feeds you your digital video and audio content: the web. Instead of iPods, iPhones and iPads having storage devices like flash memory, hard drives or memory cards, wouldn't it be great to have all that zapped to your Apple device of choice anywhere there would be a wireless WiFi or 3G signal? Sure it would!