Wall Street clearly isn't happy with GOOG's announcement: "GOOG today is down $20.47, or 3.7%, to $536.76; the stock is now down 4.8% since announcing the deal Monday morning. Or think of it this way: Google’s market cap has been trimmed by $8.7 billion in the last two days, suggesting serious doubts among investors about the company’s strategy." http://www.forbes.com/sites/ericsavitz/2011/08/16/google-s-sees-risks-in-deal/
"But today’s conventional wisdom (again! caveat emptor, etc) is that Google has spooked Wall Street because it’s not really sure what Google is thinking here: Is it really just buying patent protection, which was the company’s messaging yesterday? Or is the big plan to create an integrated soup-to-nuts software/hardware mobile phone company, a la Apple?" http://allthingsd.com/20110816/googles-motorola-buy-has-wall-street-selling/?reflink=ATD_yahoo_ticker On that latter, point, Kara Swisher at All Things D argues that Google really *does* want to turn itself into a mobile-focused integrated services/software/hardware company, like Apple: "And, also, in that it is more than just a little bit sneaky. Case in point: Google’s yammering on about the importance of Motorola’s patents in the deal. While the patent love is true and an important element, bolstering Google’s own weak portfolio, it’s also a bit of a feint by the search giant, which can simply never come out and say what it is actually up to. Which is to be the dominant and overwhelming player in the mobile market that Google sees as critical to its future." http://allthingsd.com/20110816/larry-page-might-be-bill-gates-but-he-wants-to-be-steve-jobs/ --Chris On Aug 16, 8:42 am, Robert Casto <[email protected]> wrote: > They have to do something and they have to do it at a price that will stop > others and make them think before they try to counter Google's offer. Yes, > Nokia would have been a better choice but then there is the thought that > Motorola split off its division so it could sell it. In other words, there > were plans a while back and Motorola sees this as a benefit to themselves > getting a huge amount of cash and being on the inside with Google. > > On Tue, Aug 16, 2011 at 6:58 AM, Fabrizio Giudici < > > > > > > > > > > [email protected]> wrote: > > On 08/16/2011 03:33 AM, Reinier Zwitserloot wrote: > > >> So, looking at it like that, they just dropped 12,000 million dollars on a > >> patent portfolio. Boy. That's hard to comprehend, isn't it? > > > I think we should wait for some time to understand, in any case I don't > > think you buy a large corporate for a single reason. In any case, I'd not be > > surprised if it's largely a patent thing. I think Google has learned the > > Sun/Oracle lesson, and competitors are getting more and more aggressive on > > the patent thing (I think I've not seen the news here, but Apple managed in > > suspending Galaxy Tabs in the whole Europe - AFAIU for a design trademark > > (?)). Perhaps it's better to have some more weapons to fire back. > > > -- > > Fabrizio Giudici - Java Architect, Project Manager > > Tidalwave s.a.s. - "We make Java work. Everywhere." > > java.net/blog/fabriziogiudici -www.tidalwave.it/people > > [email protected] > > > -- > > You received this message because you are subscribed to the Google Groups > > "The Java Posse" group. > > To post to this group, send email to [email protected]. > > To unsubscribe from this group, send email to javaposse+unsubscribe@** > > googlegroups.com <javaposse%[email protected]>. > > For more options, visit this group athttp://groups.google.com/** > > group/javaposse?hl=en <http://groups.google.com/group/javaposse?hl=en>. > > -- > Robert Castowww.robertcasto.comwww.sellerstoolbox.com -- You received this message because you are subscribed to the Google Groups "The Java Posse" group. To post to this group, send email to [email protected]. To unsubscribe from this group, send email to [email protected]. For more options, visit this group at http://groups.google.com/group/javaposse?hl=en.
