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.
