Re:Standard & Poor's gives Google the U.S. debt treatment
by jdelsman on Wednesday August 17, 2011 @01:07AM
(#2894183)
This is true. The CEO of Motorola Mobility came on a conference call with us (here at Motorola in Beijing) and told us that they didn't really know much more than we did, and to stay tuned. They have told us to "refrain from gossip or speculation", as the deal is still very fresh and far from closed.
Re:Standard & Poor's gives Google the U.S. debt treatment
by enjo on Wednesday August 17, 2011 @02:43AM
(#2894389)
It wouldn't surprise me at all to see them spin Motorola right back out into a separate entity. It would actually make a lot of sense. Google gets their patents and a very cooperative manufacturer, without the worry of managing Motorola day-to-day.
That $12B will be quickly absorbed.
Re:Standard & Poor's gives Google the U.S. debt treatment
by orky56 on Wednesday August 17, 2011 @05:25AM
(#2894666)
If this new Motorola entity is separate from Google and without patents (since Google would have them), this new Motorola Mobility would no longer have any leverage for itself and could easily fall prey to future patent lawsuits.
If, as many have speculated, Google actually wants to follow Apple into the integrated software/hardware market, then this is a bet-the-company decision that will either see Google mired in a failed merger on the scale of AOL/Time Warner, or if successful it will provide a growth engine for the next decade and badly-needed diversification.
I think it's pretty hard to look at this deal purely from a technical analysis perspective, since no one except a handful of senior staff at Google really know what the plan is.