Apple 2.0

Covering the business that Steve Jobs built

Analyst: 25,000 to 120,000 Xooms sold. Motorola Mobility's survival at risk

April 25, 2011: 2:09 PM ET

Rather than try to out-innovate Apple, he says, it should sue its Android competitors

Source: Global Equities Research

There's some pretty blunt language in the latest note to clients from Global Equities' Trip Chowdry, who may have been spending too much time talking to retailers and developers.

He estimates that Motorola Mobility (MMI) has sold somewhere between 25,000 and 120,000 Xoom tablets -- hardly a propitious start for a company he perceives as being on the ropes.

The successful launch of the iPhone on Verizon (VZ), he writes, has "taken the wind" out of Android's sails. The Google (GOOG) app store is "a disaster." Honeycomb, the operating system on which Motorola has hitched its wagon, is "incomplete," "unstable," has a "poor UI" and is basically "dead on arrival."

All in all, Motorola's "competitive fixation" on Apple (AAPL) and Research in Motion (RIMM) is misplaced. Rather than trying to innovate on software, Chowdry suggests, "selectively attacking with patents other Android phone OEM's is a better strategy."

In support of that depressing proposition, he posts the chart above, showing who has patent protection and who is ripe for "full attack."

Also on Fortune.com:

[Follow Philip Elmer-DeWitt on Twitter @philiped]

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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