There has been a lot of focus and fuss over the value and cost of the patents involved in the Google/Motorola transaction.
While Google’s Android market share growth is on a fast track, so are the lawsuits over patent violations, the complaints about platform fragmentation and interest about how the company will drive profits because of continuing investment in Android.
And to be sure, I have my views, but in a nut shell this whole acquisition deal raises more questions about the direction of Google – and the Android eco-system at large – then the clarity it creates. There are many moving parts. But at the end of the day, having thought about this for 36+ hours, it really comes down to two scenario’s.
1. By the end of 2012 Google will exit the hardware business completely, meaning it will dissolve Motorola Mobility in whole or part through sale or dissolution.
2. By 2015 Google aspires to be a dominating force in hardware and distribution – likely attempting to mimic Apple‘s vertical solution model.
What do you think?