Google I/O 2014: A Bigger Bet on Android and a Strategy to Close Microsoft Office

Three Fools review the biggest news out of Google I/O 2014.

Jun 29, 2014 at 10:30AM

Google Io

On stage showing off the Chromebook at Google I/O 2014. Credit: Google.

What was the biggest news out of  Google (NASDAQ:GOOGL)(NASDAQ:GOOG) I/O developer conference? Guest host Alison Southwick puts these questions to Fool analysts Nathan Alderman and Tim Beyers in this week's episode of 1-Up on Wall Street, The Motley Fool's Web show in which we talk about the big-money names behind your favorite movies, toys, video games, comics, and more.

Tim says Android stole the show. Between the platform-unifying efforts unveiled with Android One to support for watches, TVs, and auto accessories, Google is aiming to have its software in every device capable of connecting to the Internet.

Meanwhile, a new version -- dubbed "Andoid L" -- is in development and features a "tile" design Google Now users will find familiar. Putting Android in more places should allow the search star to collect and monetize data while creating a more consistent experience for Google's most loyal users, Tim argues.

Nathan wasn't as impressed with the Android announcements. Instead, he believes a new version of Google Drive could materially disrupt Microsoft (NASDAQ: MSFT) Office. For just $10 a month per user, businesses get unlimited storage plus extra security and audit options, versus $15 a month for the full version of Office 365, which offers less storage. The search star also unveiled support for natively editing Office documents inside Google Drive.

Now it's your turn to weigh in. What did you think of the news out of Google I/O 2014? Click the video to watch as Alison puts Nathan and Tim on the spot, and then leave your take in the comments box below, including whether you would buy, sell, or short Google stock at current prices. You can also follow us on Twitter for more segments and regular geek news updates!

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Neither Alison Southwick nor Nathan Alderman owned shares in any of the companies mentioned in this article at the time of publication. Tim Beyers owns shares of Google (A and C class). The Motley Fool recommends Google (A and C shares) and owns shares of Google (A and C class) and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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