Our bearish sentiment is not only driven by Samsung’s potential shift away from Google toward Microsoft instead, we’re concerned over the precedence this sets for Alphabet’s similar contract of roughly $20B tied to Apple ( AAPL), which is up for renewal this year. Samsung leads the Android space and retains a 19% smartphone shipments market share as of 4Q22, according to Counterpoint data. The news from the South Korean consumer electronics company sparked “panic” among Google employees, for a good reason around $3B in annual revenue is at stake with the Samsung contract. Samsung’s re-consideration of its default search engine signals that tides could be changing in favor of Microsoft’s Bing due to its generative AI advantage, launching an AI-powered Bing search engine and Edge browser. The following graph outlines Google’s search dominance in 2022. YCharts Changing tides in the search engine marketĪlphabet enjoyed dominance over the search engine market, with a roughly 96% market share on smartphone search engines in 2022 with minimal competition. The following graph outlines GOOG stock performance against MSFT over the past year. We see further downside risks for Alphabet toward the 2H23 and continue to recommend investors wait on the sidelines for a better entry point into the stock. The stock is down around 16% over the past year, underperforming Microsoft, up 3% during the same period. Samsung is reportedly considering switching its default search engine from Google to Microsoft’s Bing in its smartphone lineup Alphabet shares fell more than 3% after the news, and Microsoft shares closed up 1%. We believe the tides are changing for Alphabet in the near term as the company faces competition in its previously uncontested dominance over the search engine market. The company’s new AI chatbot and dominance over the search engine market look great if you ignore the intensifying competition from Microsoft on both those fronts. We’re now adding a new layer to our bearish sentiment on the stock: competition with Microsoft ( MSFT ) on the AI and search engine fronts.Īlphabet is venturing more seriously into the generative AI space as it launches its own version of OpenAI’s ChatGPT, Bard, for testing in the U.S. We downgraded Alphabet from a buy to a hold earlier this year, driven by our belief that weaker ad spending and softer cloud demand would pressure the company’s main revenue streams. remain hold-rated on Alphabet ( NASDAQ: GOOG) stock as we see more downside risks ahead. Acraglas is a wonderful product and if your stock damage was open/straight enough, you could work it into the crack with thread or dental floss - doesn't look like an option for you. Remove any "wedge" and clamp immediately with soft jaw clamps. If you can spread the crack as Chuck suggested, again, more's the better. Before you use that method, and since the crack goes clean thru into the barrel channel, when you get your super glue, measure the tapered nozzle, select a drill bit that will allow a tight seal on the nozzle and drill a couple of shallow holes, (deep enought to reach the crack), from inside the channel into the major area of the crack, then, again, from the barrel channel, press the nozzle of the the super glue tightly into the drilled holes and squeeze the bottle, forcing glue to spread into the crack - if a little runs out the outside of the crack, more's the better. If you select a glue with a high flow rate, capillary action alone will draw "some" glue into the crack. Peter's method provides a good final finish and should be used for final finish. I've sold that rifle few years ago and the crack never reappeared, even thought that rifle had more than 3500 full loads 500gr/2680-2720fps. 460 Weatherby Mk5 in 1982 when the stock splited after about 60 rounds. I used exactly the above mentioned technique on my very first rifle a. A professional quality job's done in a mater of few minutes.Īir or an Aceton is not needed. It will finnish the stock like you've never seen before. As it has the same wood filling you won't even recognised it was ever there. Don't be scared to rub/sand with sandpaper. Blow over it with your mouth and repeate several times until the crack is fully filled and finnish. By one or two tube (2ml) of the cheapest Chinese made Super glue with a nozzle, the runnier the better (Cyoanoacrylate) and one or two sheets of 400- 600 grit sandpaper.Ĭut/tear the sandpaper into 35x35mm pieces.Īpply a very tiny amount of the Super glue with the tiny nozzle as deep as possible and immediately sand over the stock crack to create a fine sawdust to stick into the Super glue.
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