UPDATED 11:53 EDT / AUGUST 16 2011

Google Going All in on Mobile

The tech media, and general media as well, is all a flutter about Google acquiring Motorola Mobility (note that this is one part of Motorola, the other being their Solutions group which is 2x the size of Mobility in terms of revenue).

Henry Blodgett thinks it will end as a disaster for Google and my good

friend Larry Dignan provides 6 reasons why it makes sense.

I’m with Larry… this is about IP and what Google is doing is acquiring a massive IP war chest that they can use as currency for access to other people’s IP as well as protect their hardware partners with. If I’m HTC and Samsung this will ultimately be a good thing because the IP equivalent of the Allied Powers has just been formed.

Sure the hardware business is very different than software but Microsoft has proven they can co-exist so why can’t Google pull it off? Channel conflict will exist and the onus is on Google to demonstrate to key partners that they are not favoring Motorola but at the end of the day it’s not like these companies were competing on the basis of access to Android features, their competitive position is solely a function of their hardware and integration innovations.

In the end, I like this acquisition for Google and now all attention shifts to Microsoft and RIM.

 

[Cross-posted at Venture Chronicles]


A message from John Furrier, co-founder of SiliconANGLE:

Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.

  • 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
  • 11.4k+ theCUBE alumni — Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network.
About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.

Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.