Barclays analyst Tim Long says he noticed what he believes may be the first step in changing Apple Inc's (NASDAQ:AAPL) "lucrative, high margin 'advertising' revenues," specifically the traffic acquisition costs.  A new pop-up for the Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Search app on the iPhone "could signal a slight change to the current relationship," Long tells investors in a research note.
Barclays Sees Apple Vulnerable To TAC Pressure From Google