Industry sources are telling the occasionally reliable DigiTimes that Foxconn, Apple’s Chinese manufacturing partner, will begin shipping the next-generation tablet within the next 100 days in preparation for a spring debut that will follow the launch of the original iPad by about a year. The iPad 2 is expected to be thinner than its predecessor and manufactured with the same unibody approach Apple’s been using for the MacBook. It’s also expected to feature an LCD backlit display, a front-facing camera and Facetime video chat support. Finally, some reports suggest it is powered by one of Qualcomm’s multimode chips and will run on both GSM and CDMA-based networks around the world.

Getting an accurate read on the tides of search market share these days is no easy feat given the interface changes being rolled out by the major players.

Consider comScore’s May search market report (see tables above; click to enlarge), which shows Microsoft’s Bing and Yahoo gaining share, ostensibly at Google’s expense. For the month, Yahoo gained 60 basis points for a share of 18.3 percent, and Bing 30 points for a share of 12.1 percent. Meanwhile, Google’s (GOOG) share declined 70 basis points to 63.7 percent.

While those numbers seem straightforward enough, they really aren’t, given some of the navigational ploys Yahoo (YHOO) and Microsoft (MSFT) have been using to boost their numbers. Slideshows and contextual search links have helped raise the share of both companies, but they need to be backed out of the data to get an accurate view of the sector, as J.P. Morgan (JPM) analyst Imran Khan explains.

“User interface changes continue to cloud the picture,” Khan said in a note to clients. “Google, Yahoo! and [Bing] all made notable changes in April and May, according to comScore. As such, numbers may not be directly comparable to past months. On a reported basis, Google lost ~70 bps of search share in May vs. April, while Yahoo! was the biggest gainer, up ~50 bps. Excluding the impact of all adjustments, Google gained ~30 bps of share, Yahoo! was down ~25 bps and Microsoft was flat.”

In other words, the numbers here do lie and will continue to do so until measurement outfits like comScore (SCOR) account for context-driven searches and slideshows. ComScore plans to do just that.

“[The] continued evolution of search and emerging innovations in how it is used to enhance user experience, calls for a thoughtful review of how we classify various types of searches, count them and report them,” Cameron Meierhoefer, comScore’s executive VP of analytics, wrote in a blog post released along with the company’s latest search stats.

“We want to ensure that we provide comprehensive and flexible measurement that meets the needs of the various constituencies in the digital marketplace,” Meierhoefer added. “As our thinking evolves, we will include relevant stakeholders in the discussion and clearly communicate our thinking and rationale to the marketplace.”

The timeline? “While we will maintain the current method through the end of the second quarter to avoid reporting disruptions, we will aim to implement proposed revisions in the third quarter, ideally starting with the release of July data in the first half of August.”

In the U.S., AdMob’s latest Mobile Metrics Report shows 10.7 million iPhones (or 18.3 million iPhone OS devices, e.g. the iPhone, iPod touch and the iPad) on its mobile ad network during April, versus 8.7 million phones running Google’s (GOOG) Android OS.

Worldwide, AdMob shows 27.4 million iPhones (or 40.8 million iPhone OS devices) in its network, versus 11.6 million Android devices.

So while Android is making some impressive gains against Apple (AAPL), it is far outnumbered by the iPhone. For now, anyway.

April was another lousy month for the videogame industry. With overall revenue down 26 percent and hardware down 37 percent, it was the worst monthly year-over-year sales decline since last July, according to research house The NPD Group. It was also the 10th time in the last 13 months that sales have fallen year-over-year.

• Nintendo sold 277,2000 Wiis, down from 557,500 in March and 340,000 a year ago. The company sold 440,800 Nintendo DS’s, down from 700,800 in March and 1.04 million a year ago.
• Microsoft sold 185,400 Xbox 360s, down from 338,400 in March, but up from 175,000 a year ago.
• Sony sold 180,800 PlayStation 3s, down from 313,900 in March, but up from 127,000 a year ago. And it sold 65,500 PSPs, down from 119,900 in March and 116,000 a year ago.

What’s driving the drops? Blame the portable gaming industry, which contributed more than its fair share to the industry decline, said NPD analyst Anita Frazier.

“The portable business across hardware, software and accessories accounted for 25 percent of total industry dollar sales in April,” Frazier explained. “But declines in portable sales compared to April ’09 accounted for 61 percent of the total industry decrease.”

That’s just abysmal, even if April is traditionally the slowest month of the year for videogame sales. Consider this: At 440,800, sales of the Nintendo DS tanked by more than 50 percent from more than one million last April.

So what’s going on? Perhaps consumers are postponing new portable game system purchases in anticipation of Nintendo’s new 3DS. Or perhaps they’re finding that their smartphones make fine gaming devices.

It’s not yet clear. But what is clear, and painfully so, is that the hardware refresh promised by Sony (SNE) and Microsoft (MSFT), which are adding new motion technology to their players, and Nintendo, which is debuting the 3-D version of its DS handheld, can’t come soon enough.

When BoomTown was kibitzing with SurveyMonkey CEO Dave Goldberg about where to meet up this week for a chat to catch up, we decided to forgo the obvious and instead choose the complete Silicon Valley cliche of the moment.

Destination: Redwood City and the now-infamous Gourmet Haus Staudt.

As in, the beer garden behind the German grocery store where the iPhone 4G prototype was snatched off a stool from a birthday-celebrating Apple (AAPL) engineer by person still unknown and sold to the now-police-shookdown Gizmodo gadget site.

In other words, just like going to the Hewlett-Packard (HPQ) or Google (GOOG) garage, but fun and with German beer.

We chatted with a very delightful bartender, who filled us in a bit on the night–about the birthday party, about the funky place being popular with tech folk and about how most patrons believe the smartphone was stolen.

There is a lost-and-found behind the bar, he said, and pretty much everyone returns items left by ale-addled customers.

And, let me just say, if the conspiracy theory types who think Apple planned the whole thing saw this charming, but dowdy, joint, they’d think twice about some fiendish plot by CEO Steve Jobs.

This is a perfect place to lose an iPhone or anything else you can imagine.

In any case, we’ll see how it all plays out in the days ahead.

Until then, although no video was allowed, but here are some lovely snaps from my in-my-possession-despite-the-giant-glass-o-beer 3G iPhone to enjoy (click on the images to make them larger):

Unassuming Front:

Window With Gnome and German Hat-Wearing Lion (Also Beer, Natch!):

Dave Points Out the Obvious:

Dave and the Sign:

More Sign (Nine! No, 11! No, 13 German beers on tap!):

Stools of No Return:

Gemütlichkeit-filled Dave und Bier Nicht Mehr:

Since Varney’s confirmation in late April, the Department of Justice has seen a sort of Trustbuster renaissance. The DOJ has begun inquiring into potentially anticompetitive recruiting practices in Silicon Valley. It opened an investigation into the Google Books (GOOG) settlement. And now, the Department is scrutinizing cellphone exclusivity deals like the lucrative one between Apple (AAPL) and AT&T (T). Sources close to the DOJ tell The Wall Street Journal that the agency is probing such deals to see if they adversely restrict consumer choice or hamper competition.

The inquiry, which is in its very early stages, follows recent calls for the Federal Communications Commission to open a similar investigation, and it remains to be seen what, if anything, will come of it. For while exclusivity deals may undermine consumers, there’s little doubt that they benefit them as well. After all, AT&T’s iPhone deal with Apple scared the hell out the entire industry, forcing innovations in handsets and networks alike. Were it not for that deal, we might not be seeing the network improvements now occurring–the deployment of high-speed downlink packet access and long-term evolution, or LTE, networks, for example. And we almost certainly wouldn’t have devices like the Palm (PALM) Pre and the BlackBerry Storm.

Since Varney’s confirmation in late April, the Department of Justice has seen a sort of Trustbuster renaissance. The DOJ has begun inquiring into potentially anticompetitive recruiting practices in Silicon Valley. It opened an investigation into the Google Books (GOOG) settlement. And now, the Department is scrutinizing cellphone exclusivity deals like the lucrative one between Apple (AAPL) and AT&T (T). Sources close to the DOJ tell The Wall Street Journal that the agency is probing such deals to see if they adversely restrict consumer choice or hamper competition.

The inquiry, which is in its very early stages, follows recent calls for the Federal Communications Commission to open a similar investigation, and it remains to be seen what, if anything, will come of it. For while exclusivity deals may undermine consumers, there’s little doubt that they benefit them as well. After all, AT&T’s iPhone deal with Apple scared the hell out the entire industry, forcing innovations in handsets and networks alike. Were it not for that deal, we might not be seeing the network improvements now occurring–the deployment of high-speed downlink packet access and long-term evolution, or LTE, networks, for example. And we almost certainly wouldn’t have devices like the Palm (PALM) Pre and the BlackBerry Storm.

Some of you might see this as bad news, but I’m in a lemonade-from-lemons mood and I’ve found an upside. You can’t plagiarize yourself, right?

Peter Kafka, MediaMemo/All Things Digital, April 14, 2009:

Media giant Zenith Optimedia says the ad market is in worse shape than it had previously suspected.

In the old days, this might have qualified as news. But for the past year or so, Zenith Optimedia, along with just about every other ad forecaster, has been revising its forecasts downward every couple of months as the reality of the financial meltdown sinks in. So it’s hard to get worked up about this stuff.

Peter Kafka, MediaMemo/All Things Digital, July 6, 2009:

Media giant Zenith Optimedia says the ad market is in worse shape than it had previously suspected.

In the old days, this might have qualified as news. But for the past year or so, Zenith Optimedia, along with just about every other ad forecaster, has been revising its forecasts downward every couple of months as the reality of the financial meltdown sinks in. So it’s hard to get worked up about this stuff.

See you in October!

J.P. Morgan’s Imran Khan offered an early look at market researcher comScore’s May 2009 core search volume and market share metrics for the U.S. this afternoon (to be publicly released tomorrow) and they show what search metrics always seem to show these days: Google’s share of the domestic market growing at the expense of its rivals (click on tables below to enlarge).

According to comScore (SCOR), Google’s (GOOG) share of the domestic search market rose to 65 percent in May, up from 64.2 percent in April. Its core search volume grew 42.5 percent, far exceeding the 40.6 growth in posted in the month prior. Meanwhile, Yahoo’s (YHOO) domestic core search market share slipped a bit, falling to 20.1 percent in May from 20.4 percent in April. Its core search volume for the month grew by 29.5 percent, down from 39.3 percent.

And what of Microsoft (MSFT)? It, too, suffered a decline. Its share of the domestic core search market fell to eight percent in May from 8.2 percent in April. Core search growth was also down at 24.9 percent from 25.7 percent in April. Clearly, Microsoft is still struggling to gain purchase in the search market. But, while these data don’t yet show it, Microsoft may have found some traction. As I noted last week, Bing has been generating a fair bit of interest, and that bodes well for some improvement in its position in the search market.

Great news, right? Until you realize that the “planned reductions” to which the company refers were up 47 percent from a year earlier and are still at recession levels. So while this is the third consecutive month in which layoffs declined, the job market is still in lousy shape.

Employers have sacked 711,100 employees so far this year. That’s 145 percent percent more than the 290,671 they cut in the first quarter of 2008. Keep in mind, this is “planned layoffs” we’re talking about. Presumably there were some unplanned ones as well.

“Job cuts are still at recession levels, but the fact that they are falling is certainly promising and may suggest that employers are starting to feel a little more confident about future business conditions,” said Challenger CEO John Challenger. “Hopefully, the next few months will bring further relief, as we tend to see downsizing activity slow during the summer months.”

Yeah, “hopefully.” But don’t count on it. Because Federal Reserve Chairman Ben Bernanke says the economy hasn’t quite bottomed out yet. Which means things may get a bit worse before they get better.

“The most recent information on the labor market–the number of new and continuing claims for unemployment insurance through late April–suggests that we are likely to see further sizable job losses and increased unemployment in coming months,” Bernanke recently told the congressional Joint Economic Committee.