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Retailers expect a strong turnout on Black Friday this year, but they are careful to explain that it doesn't guarantee a winning holiday shopping season.

Consumers are being lured by good deals and special promotions, and Black Friday specials have been leaked earlier than usual this year in the hopes of generating some buzz. The retail sector needs it. Last year's holiday season was the worst in decades, thanks to the financial crisis. This year, the survivors will benefit from fewer competitors chasing the same consumer dollars.

Google (GOOG) and Apple (AAPL) were once favorite friends. When Google CEO Eric Schmidt resigned from Apple's board of directors, though, the gloves came off. With Apple's venerable and extremely popular iPhone selling for $99 (for the base edition), Google's "Android" phones -- made by several manufacturers and sold by many carriers -- have not matched those low Apple prices. Not any more.

Consumer electronics retailer Best Buy (BBY) is selling the Samsung Moment and the HTC Hero for $99 through December -- matching Apple's iPhone pricing for a two-year contract. That's with no rebates, either. So, the question is this: will Google's Android-powered phones start gaining traction on the iPhone? With AT&T's (T) penchant for poor service and for exorbitant calling plan prices, this may be enough to get those on the iPhone fence switching over to a touchscreen Android phone.

Imagine taking the personal connections and interactions that occur every day on the likes of Facebook and Twitter... and bringing them to bear on an education. To a large extent, this hasn't been done yet, but the potential is profound. In a new report by the Center for Community Survey for Student Engagement, two-year programs aren't taking advantage of the tools at their disposal -- plenty of growth is still possible. Kay McClenney, director of the CCSSE, says, "Colleges are not taking advantage of that particular set of tools for making connections with students to the extent that they could."

Best Buy Inc. (NYSE: BBY) has become a leader in DVD sales in the last half-decade, but the largest consumer electronics retailer in the U.S. may see that the future of the movie rental business is in downloading -- not discs.

Netflix Inc. (NASDAQ: NFLX) has been a pioneer in this space, as the largest DVD mail-order rental firm has begun embedding its software in Blu-ray players, set-top boxes, and other devices to stream digital content over the internet -- no disc needed. Best Buy apparently wants a little piece of that action.

Company attitudes toward social media sites vary. Some swing the doors wide open, allowing employees to tend to their Facebook farms and update Twitter statuses throughout the day. Others lock 'em down, keeping non-business site access to a minimum.

A recent study found that, in the United States, 77% of employees with Facebook accounts check in with the community from the office. And, the amount of time they're spending in this part of the online world is growing. In the United Kingdom, another study found that 57% log in regularly from work, costing their employers 40 minutes a day.

Philip Wicks, a consultant at Morse PLC, a technology research firm in London, "It isn't just something you can do for half an hour during a lunch break but all through the day and because of that, it has a huge impact because people aren't necessarily concentrating on what they should be doing during the day." He estimates that this translates to lost productivity of $2.25 billion a year.

It seems like the obvious move would be to block the sites, but William Beers of PricewaterhouseCoopers disagrees. "Instead of trying to shut it down, I think we should try to embrace these technologies, put in a nice policy that governs it and explain to users the risks related to it, provide some training and then see what business benefits we can have from it," he said.

Best Buy (NYSE: BBY) may be the world's largest electronics retailer, but it realizes that it faces a huge threat to a hefty chunk of its business. Apple (NASDAQ: AAPL) is moving plenty of movies and other soon-to-be former DVD fare through iTunes, staking a claim on a business that once belonged to Best Buy. The big box store is getting ready to fight back (finally?).

Using technology it's licensing from Sonic Solutions (NASDAQ: SNIC), Best Buy is opening an online store for movies and television shows. Best Buy CEO Brian Dunn says this move will expand the company's presence in services and will bolster company loyalty. That's the press release version, of course. The reality is that Best Buy needed to do something to protect this portion of its revenue and probably should have made the move several years ago.

Analyst upgrades:

• FBR Capital upgraded Overseas Shipholding (NYSE: OSG) to Outperform from Market Perform following the Q3 results as it believes the worst quarters are behind the company. The firm raised its target on shares to $48 from $35.
• Deutsche Bank upgraded Corporate Executive Board (NASDAQ: EXBD) to Hold from Sell following the Q3 results to reflect the company's lower costs. The firm raised its target on shares to $22 from $18.
• RBC Capital upgraded Enbridge (NYSE: EEQ) to Sector Perform from Underperform after the company's partnership produced significantly higher than expected DCF. In addition, the firm raised its price target by $5 per unit to $46 to reflect an improved distribution schedule and more favorable debt leverage.
• Royal Dutch Shell (NYSE: RDS.A) was upgraded to Neutral from Underperform at Credit Suisse.
• BioForm Medical (NASDAQ: BFRM) was upgraded to Overweight from Neutral at Piper Jaffray.
• Alliance Data Systems (NYSE: ADS) was upgraded to Buy from Neutral at SunTrust.

Once upon a time, retailers measured success by the number of people walking by in the mall, how many entered the store, the percentage they spent, and basket size. Now, a world of zeroes and ones has changed their perspective entirely. Social media is expected to be the star during the coming holiday season, with retailers pushing Facebook, YouTube, and Twitter content to get in front of consumers and affect either online or in-store purchases. Smaller Christmas budgets are expected, so the fight is on to garner as large a share as possible of a shrinking pie.

Of course, nobody would come out and say, "Social media is nonsense, and I'm not getting anything for my investment." So, when the likes of Starbucks (NASDAQ: SBUX), JCPenney (NYSE: JCP), and Target (NYSE: TGT) say that social media is connecting them with their customers and leading to more effective campaigns and product launches, do take it with a grain of salt. What can't be ignored, however, is that they're committing more resources to social media marketing, even though it's still far too soon to tell if it will be effective.

Amazon (NASDAQ: AMZN), simply put, had a quarter to die for, the kind that all shareholders have on their wish lists. The Q3 numbers, which were released on Thursday after the bell, speak for themselves. Net sales: up 28%. Operating income: up 62%. Per-share profit: up 67% to 45 cents. Free cash flow for the trailing twelve months: up 98%. Yep, Amazon's fundamentals seem to be heading in the right direction.

According to our earnings preview, Wall Street was on record as wanting to see 33 cents per share on the bottom line. Amazon's management did a fine job of supplying further evidence to the market that the company's online business model is not only here to stay, but that it should provide shareholders with a significant amount of value over time.

Best Buy Inc. (NYSE: BBY) may be starting to realize that consumer lifestyles sometimes don't fit into the neatly-packaged 10:00 a.m. to 8:00 p.m. workday. As such, the leading consumer electronics retailer plans to open its first 24-hour location in NYC's Union Square. What does Best Buy gain by this?

Well, the ability to see if gadget consumers (which we all are in one form or another) need to get their fix at all hours of the day or night. Already, Wal-Mart Stores Inc. (NYSE: WMT) ensures its supercenter big-box locations are open 24 hours a day, although it's hard to see consumers scrambling to buy that iPhone charger or flat-screen television at 3:00 am. Still, Best Buy's new 24-hour location will be just a sniff away from Apple, Inc.'s (NASDAQ: AAPL) 4th Avenue retail location.

One thing you can say about Netflix Inc. (NASDAQ: NFLX), the DVD rental pioneer doesn't stand still. It has been innovating for years in bringing video content to consumers over as many mediums as it can. DVDs and Blu-ray discs are still the staple of its business, but Netflix can now be found embedded in newer Blu-ray disc players and even TVs.

No more waiting for discs to show up -- it can stream thousands of movies instantly to that living room flat screen television. So, it stands to reason that a house brand of leading consumer electronics retailer Best Buy Inc. (NYSE: BBY) will now come with Netflix technology built-in.

In a sign that this holiday retail season may be as competitive as any in recent memory, consumer electronics behemoth Best Buy Co. (NYSE: BBY) will be delivering that new 52-inch LCD television and setting it up with all your equipment -- for free.

That alone will one-up merchants like Wal-Mart Stores Inc. (NYSE: WMT) and others who move mass merchandise only but offer zero support after that. Well, unless you need to return a defective item, that is. Best Buy's gambit here is a good one: free delivery and especially hookup of a new (and complicated) flat-panel television is a huge benefit over the competition. Will competitors follow?

Microsoft's (NASDAQ: MSFT) new operating system, Windows 7, is set to be released on October 22, 2009, but it's unlikely to have an impact on PC prices. So, if you're feeling the urge to rush out and buy a new box, try to hold out until the end of the month. You'll get a bit more life out of it.

Fortunately, PC prices aren't expected to get much lower, so the entire supply chain -- from chips to software -- has nowhere to go but up. The effect, though, has been to put some serious pressure on manufacturers and retailers to keep from screwing up the release.

TheStreet.com's Jim Cramer says you take your life into your own hands if you fade the opening in today's market.

A year ago with the futures up, all you could think of is how much you wanted to "fade" that opening, how great it would be just to lay out any shorts into strength. You could choose pretty much anything going into earnings season.

The techs? Last good quarter. The banks? A travesty. You didn't even know if the banks you are short would survive. The oils? Free fall. The metals? Amazing downward pressure coming from hedge fund redemptions. The insurers? Will they make it? Retail? The balance sheets looked terrible going into what would be a terrible holiday selling season. The autos and auto-related? Disaster.

Best Buy, Inc. (NYSE: BBY) wants to make the U.S. consumer believe that the e-reader is the "must-have" gadget of this holiday season. To that end, the nation's largest consumer electronics retailer has launched a special website (not active yet, apparently) where it will make the e-reader category and associated gadgets headliners of this holiday season's gift giving.

It's more than just Best Buy believing this. Analyst firms like iSuppli are behind the agenda as well. Best Buy's holiday gadget selection will feature more than 120 products priced between $25 and $75, with brands like Sony, Leapfrog and Sharper Image.