Live data from Hacker News

Lenovo to buy Google's Motorola handset division

reuters.com

211–220 of 265 posts

Re: Lenovo to buy Google's Motorola handset division

#211
post #197

Earlier quoted context omitted.

I know Google is trying to break out of their traditional business, but it seems like they've been trying to do that for years and nearly all their revenue is still ads. Just because very smart entrepreneurs are able to capitalize on an opportunity (search) and turn it into one of the world's largest companies, doesn't mean they can arbitrarily do it again.

Has any company the size of Google ever successfully pulled of this sort of diversification? (Honest question, there may well be answers I'm not thinking of. But I do mean very large companies, I know smaller ones diversify all the time successfully (and unsuccessfully).) For context, you think about a company like Microsoft or Google "diversifying", and, you know, for them it's not enough to "merely" build a $250 mi…

IBM has had a pretty significant pivot - they've now sold off both their desktop computing division and their server division to lenovo.

Re: Lenovo to buy Google's Motorola handset division

#212
post #200

The timing of this (vs. the Google/Samsung arrangement) really makes it look like Google's involvement with Motorola was simply to intimidate Samsung. The message was we'll piss away our advertising revenue to destroy you if you don't do what we want. Short term success maybe but in the long term it puts Google firmly on the Microsoft track. You can only gain so much via intimidation.

Alternate theory: this is samsung throwing their weight around. Google purchased Moto because they wanted to get into the devices business, Samsung tells google to get rid of it or else they will continue to diverge their ~70% of the android market away from google's version of android.

Google clearly wants to be a hardware manufacturer: they've been circling the market for a while now, trying different things: they bought moto, they bought nest, they keep doing nexus devices, glass, the ever-growing lineup of google play editions, chromebooks... I don't think they bought moto just to be a bully, or just for the patents.

Re: Lenovo to buy Google's Motorola handset division

#213
post #66

Earlier quoted context omitted.

...a lot of Motorola's patents are related to underlying voice and networking technologies. Unless Google X is proposing to come out with a replacement for GSM (...and it's not) that stuff isn't changing.

GSM is over by 2017/2018 for carriers stateside. Where will the patents for these topologies and compression schemes be then? That is proverbially around the corner corporately.

I think your estimates are a bit optimistic - that aside - the GSM RAN will be going away, not the GSM core - that lives on for UMTS and LTE.

Re: Lenovo to buy Google's Motorola handset division

#214
post #128

It's hard not to draw connections between the various events of the last week or so: 1) Google/Samsung patent deal, 2) Google purchases Nest, 3) Google sells Motorola, 4) Samsung suddenly cools on Tizen. Theory: Google gets offered the opportunity to buy Nest. Either Larry or Sergey gets serious interested. They bought Motorola because they wanted a serious stake in the hardware market. They toss up which is better -…

[deleted]

Re: Lenovo to buy Google's Motorola handset division

#215
post #128

It's hard not to draw connections between the various events of the last week or so: 1) Google/Samsung patent deal, 2) Google purchases Nest, 3) Google sells Motorola, 4) Samsung suddenly cools on Tizen. Theory: Google gets offered the opportunity to buy Nest. Either Larry or Sergey gets serious interested. They bought Motorola because they wanted a serious stake in the hardware market. They toss up which is better -…

I don't think Nest has much to do with it. As I see it: 1) Google and Samsung sign a sweet patent deal, 2)Samsung halts or slows down the development of replacements for Google apps and promises not to fork Android, 3)In return Google drops Motorola, a direct competitor to Samsung.

I agree with you. This may be a straight up barter with Samsung

Re: Lenovo to buy Google's Motorola handset division

#216
post #128

It's hard not to draw connections between the various events of the last week or so: 1) Google/Samsung patent deal, 2) Google purchases Nest, 3) Google sells Motorola, 4) Samsung suddenly cools on Tizen. Theory: Google gets offered the opportunity to buy Nest. Either Larry or Sergey gets serious interested. They bought Motorola because they wanted a serious stake in the hardware market. They toss up which is better -…

This is just a bit over the top.

Samsung was a Nexus partner 1 time. (2 if you count the play edition s4)

They've worked with LG and HTC multiple times.

Re: Lenovo to buy Google's Motorola handset division

#217
post #192

Google just confirmed it, and explained some of their reasoning: http://googleblog.blogspot.com/2014/01/lenovo-to-acquire-mot... I'm inexplicably bummed about this. I was excited to see what Google would do long term with Motorola, and I thought the Moto X and Moto G was a great start. I thought eventually, a Google+Motorola powerhouse could provide a nice yin to Apple's yang.

I bought my wife a Moto G. I've been pretty impressed with the device - I was hopeful for the future of Moto/Google. This is disappointing. Lenovo is an intensely boring company, they're not going to do anything fun with the Moto brand.

Intensely boring - going to steal that one.

Re: Lenovo to buy Google's Motorola handset division

#218

Earlier quoted context omitted.

They shredded closer to a sixth of the initial price less whatever IP benefit they received. Motorola had ~$3B in cash when acquired. Google previously sold their set-top box unit for $2.35B and realized about $1.7B in tax benefits from previous losses. However since acquiring it has taken $1.038B in losses, which is $0.67B post-tax. There will be another write down for the lost goodwill less the value of the remaini…

I want to know how long it took you to gather all the figures? and Where you collect them? I am currently working on a platform that help people become better investors. I found your analysis amazingly informative and concise! Thanks!

You should be able to read the 10K and 10Q for such type of information.

Re: Lenovo to buy Google's Motorola handset division

#219
post #7

Huge announcement if true, and if this accounts for the entirety of the Motorola purchase that Google made. That means that in less than two years, Google shredded 85% of the $13bn paid for Motorola. At the time, the high price paid was excused for the patents, because the business itself did not generate nearly enough earnings to justify the price. Now, if it is true that the patents are part of the deal (the articl…

I'm not sure if someone has said this but I think it was stupid for Google to get into the smartphone hardware business because it put them in direct competition with their partners. I bet you that all over the world management at HTC, LG, Samsung, Sony, Huawei, you name it, will be breathing a collective sigh of relief.

Re: Lenovo to buy Google's Motorola handset division

#220
post #7

Huge announcement if true, and if this accounts for the entirety of the Motorola purchase that Google made. That means that in less than two years, Google shredded 85% of the $13bn paid for Motorola. At the time, the high price paid was excused for the patents, because the business itself did not generate nearly enough earnings to justify the price. Now, if it is true that the patents are part of the deal (the articl…

>That means that in less than two years, Google shredded 85% of the $13bn paid for Motorola.

You did not even make it down to the third paragraph of the article?

Under this deal the search giant will keep the majority of Motorola's mobile patents, considered its prize assets.

SMH

Post reply on HN