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A lot of folks are still processing last week's headline that Google is acquiring Motorola Mobility for $12.5B.
There are a lot of angles to this, random thoughts:
Google needs a stable hardware platform to help control "fragmentation".
Google needs a patent portfolio to compete with the likes of Apple and Microsoft.
Samsung and HTC now have an interesting dilemma - do they compete
with their operating system provider? Some folks are saying they have to
look to alternatives. HTC, with their Beats deal, may suddenly be
looking at webOS more closely. Samsung and their 19% share built on
Android may have a big problem with this. HTC's Peter Chou said the
right things:
We welcome the news of today's acquisition, which
demonstrates that Google is deeply committed to defending Android, its
partners, and the entire ecosystem.
There was obviously some disappointment between Samsung and Google
over the Nexus S, but as some have pointed out that might have more to
do with the channel - who the carriers were - than the technology.
Speaking of carriers - this sets up Verizon in an interesting way.
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