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Lenovo to acquire Motorola Mobility

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Re: Lenovo to acquire Motorola Mobility

#63
post #17
post #12

Next year, Microsoft will buy Lenovo for $22 billion. It will nicely round out Microsoft's already expansive Xbox+Surface+Lumia hardware division with a full range of PCs and x86 servers. Perhaps more pressingly, the deal will also ensure that the only growing PC maker stays in Microsoft's camp and abandons its flirtations with Android... The last remains of Motorola Mobility will be dissolved into the MS division th…

I think you can be pretty sure that no company will buy Lenovo. Not only because it's big and expensive but because it's a chinese company. It's one of chinas gateways into the western market. The government won't let someone buy Lenovo, for sure. If someone buys a company it will be Lenovo, increasing its portfolio and pushing into US and european markets.

Chinese companies are not off limits for purchase. They just need to mature a bit, become more sophisticated, and distance themselves from their repressive government. After that, the suitors will come.

Re: Lenovo to acquire Motorola Mobility

#64
post #63
post #17

Earlier quoted context omitted.

I think you can be pretty sure that no company will buy Lenovo. Not only because it's big and expensive but because it's a chinese company. It's one of chinas gateways into the western market. The government won't let someone buy Lenovo, for sure. If someone buys a company it will be Lenovo, increasing its portfolio and pushing into US and european markets.

Chinese companies are not off limits for purchase. They just need to mature a bit, become more sophisticated, and distance themselves from their repressive government. After that, the suitors will come.

How much more mature should a company become that owns IBMs hardware business and one of the oldest and the most renowned mobile companys. How much more mature as "largest telecommunications equipment maker in the world" (which is Huawei)?

A US company will never buy such a company. What happened in the past was them creating Joint Ventures with western companys or buying them straight away to get into other markets.

It's just too much of chinas next step after manufacturing the low cost goods of the world, to create the high-tech as well. And of course to sell it to you and me. And that's politics as much as economics.

Re: Lenovo to acquire Motorola Mobility

#65

So let's get this straight: -Moto made decentish Android phones in China. -Moto is bought by Google. Transforms into arguably the best high end phone mfgr in the world, with handsets assembled in USA. Moto is forging ahead with some truly innovative features on their phones, whilst maintaining the core Google experience. They are the only mfgr to do this. -Moto is bought by a Chinese company. Sooooo... what's next? I…

Lenovo already does laptop and desktop assembly in the USA, very similar to Motorola.

Re: Lenovo to acquire Motorola Mobility

#66

So let's get this straight: -Moto made decentish Android phones in China. -Moto is bought by Google. Transforms into arguably the best high end phone mfgr in the world, with handsets assembled in USA. Moto is forging ahead with some truly innovative features on their phones, whilst maintaining the core Google experience. They are the only mfgr to do this. -Moto is bought by a Chinese company. Sooooo... what's next? I…

Lenovo already does laptop and desktop assembly in the USA, very similar to Motorola.

They do? All the laptops and desktops that passed through our shop were originally shipping from Shenzen (or nearby), but then again I'm in the Canadian market.

Is it possible that the "assembly" in the US is just nominal?

Re: Lenovo to acquire Motorola Mobility

#67
post #35
post #32

Interesting set of moves by Google. Few observations 1. A lot of people are fixated on the sales prices and the $9.5 Billion “loss”. Contrary to gloating from Apple fans, looks like in the final analysis Google paid about $3 Billion for “majority” of the Motorola Patents. Not a terrible deal. 2. Apart from the patents, one reason for the Motorola purchase was to provide some competition to Samsung. Given Samsung’s do…

> Contrary to gloating from Apple fans This isn't necessary, and cheapens a good point. > This deal now creates a solid competitor to Samsung. Samsung has solid competitors with strong global brands. You have Sony, which has been around for a long time. You also have LG, HTC, and a lot of other lesser known brands. You have Amazon, BN in the Tablet space. Not sure what the cheap shots at Apple and Apple fans have to…

Everything has to be partisan now. Shame.

Re: Lenovo to acquire Motorola Mobility

#68

Earlier quoted context omitted.

Lenovo already does laptop and desktop assembly in the USA, very similar to Motorola.

They do? All the laptops and desktops that passed through our shop were originally shipping from Shenzen (or nearby), but then again I'm in the Canadian market. Is it possible that the "assembly" in the US is just nominal?

I think the assembly in the US is nominal for both Motorola and Lenovo to roughly the same degree. They extended their North Carolina location to do manufacturing/assembly at the start of last year:

http://news.lenovo.com/article_display.cfm?article_id=1691

Re: Lenovo to acquire Motorola Mobility

#69
post #32

Interesting set of moves by Google. Few observations 1. A lot of people are fixated on the sales prices and the $9.5 Billion “loss”. Contrary to gloating from Apple fans, looks like in the final analysis Google paid about $3 Billion for “majority” of the Motorola Patents. Not a terrible deal. 2. Apart from the patents, one reason for the Motorola purchase was to provide some competition to Samsung. Given Samsung’s do…

>Microsoft’s fixation [...] ultimately made them miss the internet/advertising and the mobile markets

Actually, MS was quite a pioneer in the mobile space. Their mistakes were in execution (they went after pricy enterprise tools like PDAs rather than consumer-grade phones) and timing (technology simply wasn't ready -- they made a big push on early tablets before capacitive touchscreens changed the whole landscape). Gates could see where things were going, he wasn't "distracted"; he bailed on MS when when it was just about clear that the company wasn't running towards new markets as fast as it should have.

Re: Lenovo to acquire Motorola Mobility

#70
post #63
post #17

Earlier quoted context omitted.

I think you can be pretty sure that no company will buy Lenovo. Not only because it's big and expensive but because it's a chinese company. It's one of chinas gateways into the western market. The government won't let someone buy Lenovo, for sure. If someone buys a company it will be Lenovo, increasing its portfolio and pushing into US and european markets.

Chinese companies are not off limits for purchase. They just need to mature a bit, become more sophisticated, and distance themselves from their repressive government. After that, the suitors will come.

Even if you were right, this will not happen in a couple of years. It certainly won't happen on the watch of current Chinese leadership, their plan to "move up" in the production chain being quite clear and well-known.
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