“ There has been a great deal of vacuous nonsense written over the past few days about the Googarola deal, with the worst of it adopting the absurd premise that Google’s entrée into the handset and set-top box businesses is a prelude to further disruption. (Although wireless patents are assumed to be the clear focal point of the deal, don’t forget that good old fashioned cable set-top boxes are a third of Motorola Mobility’s revenues, and represent the vast majority of MMI’s profits). In fact, it’s hard to imagine a strategy less likely to yield disruption.
— Bernstein Research’s Craig Moffett shreds the “Motorola helps Google take over your living room” argument (you’ll need to register to read the whole thing). My milder, less smart version.
