Topic 'Re: Wonderful news' in forum '' - dslreports.com

Re: Wonderful news

Tue, 16 Aug 2011 20:45:19 EDT

joetaxpayer posted :

said by Goober:

They really never were combined. GI was always handled separately from the cell group.

Agreed. Combined into one company, that's all. Google can easily sell it back off if they wish.

Re: Wonderful news

Tue, 16 Aug 2011 19:38:11 EDT

Goober posted : They really never were combined. GI was always handled separately from the cell group. I don't even know what may be common among them except for common upper management. GI is and always has been in Horsham and the cellular group has been in Libertyville for many years. I worked for both. Patent law for GI and licensing for cellular.

GI never liked being part of Motorola and I don't doubt that they wouldn't mind being spun back out again.

Re: Wonderful news

Tue, 16 Aug 2011 18:05:42 EDT

joetaxpayer posted : The company names are misleading, but you should read a bit on this.
»finance.yahoo.com/q/pr?s=MMI+Profile
»finance.yahoo.com/q/pr?s=MSI+Profile

(I've been wrong, and will be wrong again, it's no big deal. It does make for an interesting business situation. Google will own a cell company and set top box company. Within Motorola, the business groups are pretty separate, these divisions can be split just as easily as they were combined.)

Re: Wonderful news

Mon, 15 Aug 2011 17:25:15 EDT

openbox9 posted : We'll see. Google was already working to redeem its TV failure. I'm sure Google will take advantage of including its advertising, I just don't think it will be that well received by the cable companies. I do agree with your assertion that Google's platform needs to be integrated to remotely have a chance at relevancy.

Re: Wonderful news

Mon, 15 Aug 2011 16:37:00 EDT

Alcohol posted :

said by openbox9:

Yes. Seems a lot of people don't understand what Motorola did when it split itself in two.

MMI PR

said by MMI PR :

Motorola Mobility is comprised of two industry-leading global technology businesses. The Mobile Devices business is an innovative provider of smartphone devices designed to fit every lifestyle. In 2010, the Mobile Devices business launched 23 smartphones globally, including the highly successful family of DROID™ by Motorola devices as well as BRAVO™, DEFY™, FLIPSIDE™, MILESTONE™ and others. The Home business is one of the largest providers of digital set-top boxes and end-to-end video solutions. Motorola Mobility will leverage the capabilities of both the Mobile Devices and Home businesses to deliver innovative smartphones, tablets, set-tops and other converged devices – as well as content delivery and management, and interactive cloud-based services to consumers in the home and on the go.

Google TV just stepped up in google to do list.

I've used google TV and it's pretty boss, but it needs to be integrated into the cable/sat box at an affordable manner. This is a good move from google. Not only are they going to be able to make profitable smart phones, they're going to be getting into the TV business.
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Re: Wonderful news

Mon, 15 Aug 2011 16:36:43 EDT

jester121 posted :

said by sonicmerlin:

Silliness. You make it sound like the "billions upon billions" were flushed into a black hole and disappeared. Economics is all about moving money around, and wherever it ended up it was used for something.

Re: Wonderful news

Mon, 15 Aug 2011 14:45:24 EDT

Goober posted :

said by sonicmerlin:

said by Goober:

They don't want to be in manufacturing.
This is all really about the IP.

Which is why the US patent system is horribly broken. Billions upon billions in corporate capital wasted in hoarding patents to defend oneself. Software patents have caused so much waste in US business it's enough to make you depressed.

$12 billion is a huge amount of money. Google could build FTTH out to a significant fraction of US urban areas. Or buy some spectrum and build out DIDO wireless systems across America.

Watching them forced to waste money like this is just a blow to one's morale.

$12B gets them over $3B in cash, disposable manufacturing assets probably worth over another $3B, etc. In the end, I bet Google doesn't pay much more than $4-5B for the patents. And, it's a much better portfolio than Nortel's.

On a personal level, I like the patent system. Yeah, parts of it need to be fixed, but it's been very good to me.

Re: Wonderful news

Mon, 15 Aug 2011 14:25:40 EDT

El Quintron posted : My motivations for liking this are purely selfish but if it means that Moto-Android phones will be getting better support then I'm all for it.

My (now replaced) xt720 was capable of running Froyo (and probably Gingerbread) but Moto refused to upgrade it beyond Eclair.

I'm glad XDA-Dev helped me out, but Moto support should have been a given. Their support was inadequate at best and it made sure I would not have purchase another Motorola phone.

Now that Google's in charge I may reconsider (once my Nexus S kicks it anyways)
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Re: Wonderful news

Mon, 15 Aug 2011 13:51:05 EDT

sonicmerlin posted :

said by Goober:

They don't want to be in manufacturing.
This is all really about the IP.

Re: Wonderful news

Mon, 15 Aug 2011 12:18:44 EDT

flashcore posted : This makes me wonder how there purchase of SageTV may integrate into this. They just got bought by Google a few months back and were primarily a PC Media Center App built using Java with some hardware boxes of there own. I suspect there may be more to this purchase then just the phone business and its patents, it could end up being very interesting.

Re: Wonderful news

Mon, 15 Aug 2011 12:12:36 EDT

openbox9 posted : Yes. Seems a lot of people don't understand what Motorola did when it split itself in two.

MMI PR

said by MMI PR :

Re: Wonderful news

Mon, 15 Aug 2011 12:07:02 EDT

Goober posted : You're kidding, right? Did you read the messages preceding yours?

Here: »www.philly.com/philly/blogs/inq-···eal.html

With Microsoft Mobility, Google gets one of the major manufacturers for Google's Android-brand smartphone systems, the Horsham home-media equipment business that makes cable set-top boxes; Internet Protocol Television and other broadband and digital video equipment; and more than 15,000 telecom device patents, aiding its battle against archrival Apple iPhone and Apple ally Microsoft, and boosting Google's clout in the exploding wireless communications market.

Re: Wonderful news

Mon, 15 Aug 2011 12:04:08 EDT

jgkolt posted : is the set top box business even part of Motorola mobility?

Re: Wonderful news

Mon, 15 Aug 2011 11:53:16 EDT

Goober posted : I agree. One of those two things is the most likely scenario for the manufacturing side. But, like you said in an earlier post, there's very little doubt that they'll somehow push Google TV into STBs.

Re: Wonderful news

Mon, 15 Aug 2011 11:43:41 EDT

fifty nine posted :

said by Goober:

They don't want to be in manufacturing. I guarantee that they'll spin of all the manufacturing part of the business. Of course, Google will put into place licensing and supply deals to push their wares. But, they won't go into manufacturing. It's not high margin enough.

I was here at Mot when the GI acquisition was made. It's not an easy or high margin business. Of course, neither is the handset one. Why do you think Qualcomm dumped their handset business. They've been better off for it. I doubt Google has the desire to be in manufacturing.

This is all really about the IP.

I think it's about the IP too. I also doubt Google wants to get into manufacturing.

They could do this two ways - outsource the manufacturing or spin off the manufacturing division. You're right the latter does seem more feasible than the former.

Re: Wonderful news

Mon, 15 Aug 2011 11:43:27 EDT

openbox9 posted : We'll see about that. The content owners are resisting distribution outside of normal channels at every possible turn. They also view Google as enemy number one. Doesn't seem like a good combination for what Google likely wants to achieve with set tops. Besides, the cable companies aren't going to be fond of Google advertisements in lieu of their own.

Re: Wonderful news

Mon, 15 Aug 2011 11:43:10 EDT

iansltx posted : Google is an advertising company. Restricting data access restricts ad views. If Google builds a cell network (they won't, not near-term at least) they'll try to keep things niceand open because it'll gain more ad views for them.

Re: Wonderful news

Mon, 15 Aug 2011 11:41:31 EDT

fifty nine posted :

said by aelfwyne:

said by fifty nine:

The settop box acquisition is significant. It's the perfect opportunity to push the Google TV platform.

There is no settop box acquisition. That's the OTHER Motorola. This is Motorola Mobility, which is the wireless business only. Motorola forked into two companies a few years back.

Dead wrong.

Motorola mobility handles the CPE end of the market.

Basically Mobility became the consumer products division and Motorola solutions was business/Govt.

Re: Wonderful news

Mon, 15 Aug 2011 11:40:07 EDT

iansltx posted : Droids are solid devices. Some folks may prefer HTC or Samsung (I own a Galaxy S variant) but if I was a Verizon customer the Dorid 3 would look mighty tempting right now.

Re: Wonderful news

Mon, 15 Aug 2011 11:30:37 EDT

Goober posted :

said by aelfwyne:

said by fifty nine:

The settop box acquisition is significant. It's the perfect opportunity to push the Google TV platform.

There is no settop box acquisition. That's the OTHER Motorola. This is Motorola Mobility, which is the wireless business only. Motorola forked into two companies a few years back.

Wrong. Mobility encompasses set top and handset. Solutions is the rest of it. Basically the old commercial and government sectors.

Take my word for it. I have first-hand knowledge.

Re: Wonderful news

Mon, 15 Aug 2011 11:27:52 EDT

aelfwyne posted :

said by fifty nine:

The settop box acquisition is significant. It's the perfect opportunity to push the Google TV platform.

There is no settop box acquisition. That's the OTHER Motorola. This is Motorola Mobility, which is the wireless business only. Motorola forked into two companies a few years back.
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Re: Wonderful news

Mon, 15 Aug 2011 11:23:00 EDT

Goober posted : They don't want to be in manufacturing. I guarantee that they'll spin of all the manufacturing part of the business. Of course, Google will put into place licensing and supply deals to push their wares. But, they won't go into manufacturing. It's not high margin enough.

I was here at Mot when the GI acquisition was made. It's not an easy or high margin business. Of course, neither is the handset one. Why do you think Qualcomm dumped their handset business. They've been better off for it. I doubt Google has the desire to be in manufacturing.

This is all really about the IP.

Re: Wonderful news

Mon, 15 Aug 2011 11:09:44 EDT

anon posted :

said by openbox9:

If Google can get the content owners on board ;)

Google doesn't have to get the content owners on board if they integrate GoogleTV into Motorola settops. They already have very large settop customers that have content owners on board.

Re: Wonderful news

Mon, 15 Aug 2011 11:05:24 EDT

openbox9 posted : If Google can get the content owners on board ;)

Re: Wonderful news

Mon, 15 Aug 2011 11:01:49 EDT

fifty nine posted :

said by Goober:

This likely means that eventually Google will take the patents, keep the $4B in cash and spin off the handset manufacturing to someone like HTC and sell off the set top box business. When it's all said and done, Google will have gotten the industries strongest tcom patent portfolio for not much more than it would have spent for the Nortel stuff.

I can't imagine Google wants to become a manufacturer. I also can't imagine that Motorola handsets will sell better if they are owned by Google. Motorola can't seem to make a handset that sells to save their life. I don't think the new owners will change will change that fact, even if they wanted.

The settop box acquisition is significant. It's the perfect opportunity to push the Google TV platform.

Re: Wonderful news

Mon, 15 Aug 2011 10:59:31 EDT

openbox9 posted : I agree, it is all about the patent portfolio. Google has already proven that it doesn't want to be in the business of manufacturing/retailing and the customer support nightmare that goes along with it. You're right, Google may sell-off the Motorola carcass after grabbing the patent portfolio.

Re: Wonderful news

Mon, 15 Aug 2011 10:54:48 EDT

Goober posted : I don't think it's a bonus. I think it's probably part of what they had to do.

It's interesting to note that Motorola is going to be run as a standalone business and will not be folded into the Google collective. This likely means that eventually Google will take the patents, keep the $4B in cash and spin off the handset manufacturing to someone like HTC and sell off the set top box business. When it's all said and done, Google will have gotten the industries strongest tcom patent portfolio for not much more than it would have spent for the Nortel stuff.

I can't imagine Google wants to become a manufacturer. I also can't imagine that Motorola handsets will sell better if they are owned by Google. Motorola can't seem to make a handset that sells to save their life. I don't think the new owners will change will change that fact, even if they wanted.

Re: Wonderful news

Mon, 15 Aug 2011 10:28:13 EDT

openbox9 posted :

said by tpkatl:

The other folks who ought to be worried are Verizon and Cingular (AT&T). They may get squeezed. If I am not mistaken, Google owns some spectrum as well.

If Google wanted to compete in this space, it would have acquired a wireless company opposed to a hardware manufacturer. I don't see much changing at all for any of this except for fewer patent battles.

Re: Wonderful news

Mon, 15 Aug 2011 10:13:36 EDT

openbox9 posted : Agreed! As the big boys race for patents, most acquisitions in this space will be for the IP. I imagine that Google acquiring a hardware manufacturer is simply a bonus in this situation.

Re: Wonderful news

Mon, 15 Aug 2011 09:49:30 EDT

dcurrey posted : Don't see this really benefiting consumers much. Maybe Google plan is to force Verizon AT&T to allow all features of phone usable. No disable of apps they don't like or tethering etc. But then they will just say fine we don't want it.

When Google either builds a cell network or buys say sprint and a few regional carriers nothing will change. Even then its a short term shack up. As soon as Google see the mass amount of consumer ripoffs they can profit from they will do the exact same thing as VZ and AT&T

Re: Wonderful news

Mon, 15 Aug 2011 09:41:34 EDT

Linklist posted :

said by tpkatl:

This could shake a lot of things up.

I don't think so. It just makes it harder for some Google competitors to shake them down in court with patent lawsuits. It can save Google a lot of money by avoiding some lawsuits, but I doubt it will make them a bigger player in cellphones other than protecting Android a little bit.

Will this make Motorola smartphones relevant again? I doubt it.
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Wonderful news

Mon, 15 Aug 2011 09:27:44 EDT

tpkatl posted : As a long time Android supporter and user, and a former Motorola user, this is great news. If for no other reason than it will provide excellent defensive ammunition against attacks Apple and Oracle.

The other folks who ought to be worried are Verizon and Cingular (AT&T). They may get squeezed. If I am not mistaken, Google owns some spectrum as well.

This could shake a lot of things up.