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/ …
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Replying to @anandabits
@anandabits Google isn't a valid comparison. Motorola was a mistake a centered around patents. Everything else about their biz is horizontal3 replies 0 retweets 0 likes -
Replying to @benthompson
@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.1 reply 0 retweets 0 likes -
Replying to @anandabits
@anandabits that makes no sense though. Why would Google have that fear given Android's success? Moreover, Motorola is a non player3 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent also, if patents were the only reasons that means they were even more naive about the patents and IP law than would be otherwise2 replies 0 retweets 0 likes
@anandabits nothing about their business suggests they're even remotely interested in being vertical - except for Motorola
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