fareastwarriors Posted January 29, 2014 Share Posted January 29, 2014 Does the NYTimes author read the board here? ;D http://dealbook.nytimes.com/2014/01/29/did-google-really-lose-on-its-original-motorola-deal/ Did Google Really Lose on Its Original Motorola Deal? Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 Joe Magyer @Magyer Google effectively paid $4.4B for 15,000 patents. Not bad -- Apple and Microsoft paid $4.5B for the 6,000 patent Nortel portfolio. $GOOG @JohnPaczkowski In orig 10Q google valued motos "patents and developed technology" at $5.5 billion yep. google got their patents at a discount. apple paid full price. :) kinda like their customers. ;) consensus seems to be forming that goog did really well on this deal! Certainly sounds like they got a discount ;): http://www.theverge.com/2013/4/25/4267830/judge-rules-motorolas-patents-arent-worth-the-4-billion-a-year-it-wanted-from-microsoft/in/2795023 Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 Ummmm.... about that level playing field: http://techcrunch.com/2014/01/29/heres-googles-internal-memo-on-motorolas-sale-to-lenovo/ http://www.technewsplus.com/google-loses-motorolas-patent-case-apple/608/ http://news.cnet.com/8301-1035_3-57615763-94/motorola-loses-appeal-to-overturn-microsoft-patent-ruling/#! http://www.macworld.com/article/2063680/motorolas-push-mail-patent-ruled-partly-invalid-in-germany.html Bing "Motorola lose patent" and you'll find plenty of links. Link to comment Share on other sites More sharing options...
txlaw Posted January 30, 2014 Share Posted January 30, 2014 Official press release: http://www.sec.gov/Archives/edgar/data/1288776/000128877614000008/goog99101292014.htm Interestingly, GOOG is taking part of their consideration in Lenovo stock, just as IBM did when they sold their server biz to Lenovo. And here's a Bloomberg article on the deal where the Lenovo CEO speaks about the deal: http://www.bloomberg.com/news/2014-01-29/lenovo-said-near-deal-to-buy-google-handset-unit-for-about-3b.html Lenovo will continue using the Motorola brand in the U.S. and Latin America and is considering the use of the name in China, Yang said. The company will gain scale and cost advantages from Motorola and plans to sell 100 million smartphones in the year after the deal, he said. “We can not only turn around the Motorola business but further grow in this market,” Yang said during the call. “Motorola and Lenovo are competitive in different areas. When the deal closes, we will leverage all the capabilities of each side.” Would love to see a Lenovo/Motorola phone that is held in as high esteem as an iPhone or Galaxy. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 Official press release: http://www.sec.gov/Archives/edgar/data/1288776/000128877614000008/goog99101292014.htm Interestingly, GOOG is taking part of their consideration in Lenovo stock, just as IBM did when they sold their server biz to Lenovo. And here's a Bloomberg article on the deal where the Lenovo CEO speaks about the deal: http://www.bloomberg.com/news/2014-01-29/lenovo-said-near-deal-to-buy-google-handset-unit-for-about-3b.html Lenovo will continue using the Motorola brand in the U.S. and Latin America and is considering the use of the name in China, Yang said. The company will gain scale and cost advantages from Motorola and plans to sell 100 million smartphones in the year after the deal, he said. “We can not only turn around the Motorola business but further grow in this market,” Yang said during the call. “Motorola and Lenovo are competitive in different areas. When the deal closes, we will leverage all the capabilities of each side.” Would love to see a Lenovo/Motorola phone that is held in as high esteem as an iPhone or Galaxy. Maybe it'll be a Lenovo/Motorola/Blackberry phone that will access the secure IoT cloud through the M2M infrastructure. ;) Link to comment Share on other sites More sharing options...
Myth465 Posted January 30, 2014 Share Posted January 30, 2014 I like the deal. Owning Motorola (aside from the patent debate) never really made since for Google. Perhaps I just hated the original deal. Google showed they weren't serious about Motorola when the Nexus phones were the flagship products over an internal device. Link to comment Share on other sites More sharing options...
karthikpm Posted January 30, 2014 Share Posted January 30, 2014 More than anything else, Motorola was a drag on their EPS ( ? single digits). Good thing they sold it. Not sure about the value of its patents. Google keeps spending capital to find another big winner in their portfolio of services and products.. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 More than anything else, Motorola was a drag on their EPS ( ? single digits). Good thing they sold it. Not sure about the value of its patents. Google keeps spending capital to find another big winner in their portfolio of services and products.. They have no strategy. They keep throwing money around trying to strike gold. We'll, they've come up with very little. Motorola is just another in a ling series of failed Google acquisitions. Link to comment Share on other sites More sharing options...
txlaw Posted January 30, 2014 Share Posted January 30, 2014 The other thing that the Lenovo/Motorola deal suggests is that Android and the hardware manufacturers have come far enough to where the advantages associated with being a "vertically integrated" mobile OS provider is coming to an end. In other words, the commoditization/decommoditization scenario for the OS providers may be further along than we think it is. If that is the case, then the recent warming of relations between Google and Samsung makes a lot of sense, as the money is to be made in the layers above and below the OS. See http://arstechnica.com/gadgets/2014/01/nuclear-stand-down-google-samsung-and-the-sale-of-motorola-mobility/ . Link to comment Share on other sites More sharing options...
Palantir Posted January 30, 2014 Share Posted January 30, 2014 How does this imply that Lenovo is going to pursue Android from now on? Link to comment Share on other sites More sharing options...
DCG Posted January 30, 2014 Share Posted January 30, 2014 Side note..has Google Drive/Docs been sucking for anyone else lately? I frequently get messages like 'Trying to reach google.com...' on both desktop browsers and the iPhone and iPad Google Drive apps. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 And the narrative continues to turn: http://techcrunch.com/2014/01/30/google-q4-13-beats-with-16-86b-revenue-misses-with-eps-of-12-01-because-of-motorola-weakness/ http://venturebeat.com/2014/01/30/google-is-betting-big-on-the-future-but-losing-ground-in-the-present/ http://www.businessweek.com/articles/2014-01-30/google-failed-at-smartphones-dot-can-it-really-build-smart-homes-and-robots#r=rss It looks like the bloggers and journalists are simply recycling their Apple articles. ::) Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 30, 2014 Share Posted January 30, 2014 Doesn't look like the Moto X was a hit: http://venturebeat.com/2014/01/30/google-lost-384m-from-motorola-last-quarter/ Link to comment Share on other sites More sharing options...
moody202 Posted January 31, 2014 Share Posted January 31, 2014 Side note..has Google Drive/Docs been sucking for anyone else lately? I frequently get messages like 'Trying to reach google.com...' on both desktop browsers and the iPhone and iPad Google Drive apps. Working good for me....no issues! Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 1, 2014 Share Posted February 1, 2014 From ABI research: https://www.abiresearch.com/press/q4-2013-smartphone-os-results-is-google-losing-con Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 1, 2014 Share Posted February 1, 2014 Moto G also appears to be the best "low end" phone that can be had. Perhaps GOOG will finally start to break even with Motorola ops. Perhaps not: http://venturebeat.com/2014/01/30/google-lost-384m-from-motorola-last-quarter/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 5, 2014 Share Posted February 5, 2014 Yeah, no surprise here: http://pandodaily.com.feedsportal.com/c/35141/f/650422/s/36b89e4f/sc/21/l/0Lpando0N0C20A140C0A20C0A40Ccan0Egoogle0Eplatitude0Eits0Eproblems0Eaway0C/story01.htm Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 6, 2014 Share Posted February 6, 2014 Look Out, Television: Google Goes For The Biggest Advertising Prize Of All http://www.forbes.com/sites/roberthof/2014/01/22/look-out-television-already-the-king-of-online-ads-google-goes-for-the-big-prize/ good read on youtube's potential future Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 7, 2014 Share Posted February 7, 2014 More details on the Lenovo deal: http://techcrunch.com/2014/02/06/google-lenovo-stake/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 7, 2014 Share Posted February 7, 2014 http://www.bloomberg.com/news/2014-02-07/google-passes-exxon-to-become-second-most-valuable-u-s-company.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 13, 2014 Share Posted February 13, 2014 On the recent changes at Youtube: http://pando.com/2014/02/11/with-googles-top-ad-exec-now-running-youtube-la-creators-are-stuck-in-wait-and-see-mode/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted February 16, 2014 Share Posted February 16, 2014 Its been a while since we heard about Glass... http://bgr.com/2014/02/15/does-google-glass-cause-headaches/ Link to comment Share on other sites More sharing options...
rkbabang Posted February 19, 2014 Share Posted February 19, 2014 My area is not on the list. It looks as though I am destined to remain in the clutches of the evil and treacherous Comcast for years to come. Google thinking of bringing Fiber to nine more metro areas Link to comment Share on other sites More sharing options...
Palantir Posted February 23, 2014 Share Posted February 23, 2014 ^Watson May be a better fit for Bing than IBM. Link to comment Share on other sites More sharing options...
txlaw Posted April 25, 2014 Share Posted April 25, 2014 Pretty interesting article on Larry Page: http://www.businessinsider.com/larry-page-the-untold-story-2014-4?op=1 Link to comment Share on other sites More sharing options...
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