If $AAPL bears are right, why would $GOOG and $MSFT make costly acquisitions to copy vertical ecosystem strategy? http://anandabits.com/blog/unlocking-the-value-in-aapl-4/ …
@anandabits Google isn't a valid comparison. Motorola was a mistake a centered around patents. Everything else about their biz is horizontal
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@monkbent agree it was a mistake and patents played a role. I think fear of vertical working too well played a role as well though. -
@anandabits that makes no sense though. Why would Google have that fear given Android's success? Moreover, Motorola is a non player -
@monkbent fragmentation issues, low usage, developer mindshare, iOS loyalty, etc. Motorola gave them capabilities at a price they could pay.
End of conversation
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@monkbent@anandabits …and on that basis it wasn’t a mistake - Android could have been killed by Motorola at that stage.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@anandabits disagree: the main reason Google bought Motorola: CEO Sanjay Jha was threatening to sue all other Android OEMs …contdThanks. Twitter will use this to make your timeline better. UndoUndo
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