Google buying Motorola is a strong defensive move against both Microsoft and Apple on two fronts: patents and user experience. Apple is vertically integrated and Microsoft controls Nokia (without having had to buy it). Between that and having filed or acquired a lot of patents, these two pose…
Google purchasing Motorola is just a defensive maneuver for patents in my opinion. I agree with the analysis here. As for vertical integration, I’m skeptical of the idea as well. Apple and Google are both better off spreading adoption of their mobile OS (by not competition with carriers) for greater market share at this point in the ball game. The mobile ad / apps market / mobile data is the prize to be won here.
There might be a point in the future where that changes, but at the current time I think that market share has to be the number driver strategy wise (for both Apple and Google). Vertical integration to the carrier stage carries too high a risk of losing ground by missing out on users that are on opposition wireless carrier networks (instead of the in-house carrier platform).
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