The search giant's $12.5 billion acquisition bid is a bold move that could reshape the mobile business. It's also fraught with potential pitfalls.
By Alex Konrad, contributor
FORTUNE -- Sometimes, plan B is pretty good. When Google missed out on buying Nortel Networks' patent hoard earlier this summer, few could have predicted it would make a stunning $12.5 billion cash bid for Motorola Mobility.
The move is sure to change Google's (GOOG) business, MOREAug 18, 2011 10:33 AM ET
The payoff should Apple prevail in the patent wars: an estimated $30 billion
In a note to clients issued Thursday, Bernstein's Toni Sacconaghi takes a hard look at the flurry of patent lawsuits Apple (AAPL) has launched against the manufacturers of Google (GOOG) Android phones.
All in all, he likes Apple's chances. The two key bullet points (we quote):
We anticipate that Apple will push its legal claims hard and unrelentingly and believe MOREPhilip Elmer-DeWitt - Jul 28, 2011 12:50 PM ET
Android, at 39%, is OS No. 1 in the U.S. But Apple, with 28%, is the No. 1 manufacturer
If you're having trouble interpreting the chart of the U.S. smartphone market released Thursday by Nielsen, think of it as a brownie pan, a spokesman helpfully suggests, not a pie.
And depending how you slice the brownies, Apple (AAPL) is either No. 2 or No. 1 in the U.S.
When all the Android phones are combined, MOREPhilip Elmer-DeWitt - Jul 28, 2011 8:00 AM ET
It could, in theory, acquire every cellphone vendor except Samsung with cash alone
Asymco's Horace Dediu has been tracking Apple's (AAPL) growing liquid assets and the shrinking valuations of its mobile competitors, and he estimates that they soon will cross.
Apple's third fiscal quarter closes next week, and when it does, Dediu is pretty sure that Apple will have amassed more than $70 billion in cash, cash equivalents, short-term marketable securities and MOREPhilip Elmer-DeWitt - Jun 17, 2011 10:26 AM ET
Despite higher prices, sales to end users worldwide more than doubled
Gartner issued its "mobile devices" report for the first quarter of 2011, two weeks after rival IDC's.
Here's what Gartner had to say about Apple (AAPL):
Apple sold 16.9 million units to end users worldwide, more than doubling its sales of iPhones year-on-year. This market-beating growth came from all regions: the iPhone is now available in 90 countries from 186 CSPs [communications MOREPhilip Elmer-DeWitt - May 19, 2011 11:21 AM ET
Visualizing Apple's share of the worldwide mobile phone market in the first quarter of 2011
On Monday, we reproduced a pair of charts from Asymco's Horace Dediu showing how Apple (AAPL) overtook Nokia (NOK) in less than four years to become the world's No. 1 maker of mobile phones -- smart or otherwise -- in terms of revenue. See here.
In the charts at right, which Dediu posted Tuesday, he takes two MOREPhilip Elmer-DeWitt - May 17, 2011 7:20 AM ET
A tale of two charts
Apple (AAPL) overtook Nokia (NOK) last quarter to become the world's No. 1 vender of mobile phones -- smart or otherwise -- in terms of revenue. In terms of sales, it still has a lot of room for growth.
These charts are from a series Asymco's Horace Dediu began publishing last week as part of an analysis of the global mobile phone market for the first calendar MOREPhilip Elmer-DeWitt - May 16, 2011 7:17 AM ET
A second look at the claim that Apple's four-year conquest of the mobile market is adrift
Business Insider's Henry Blodget may come to regret -- if he doesn't already -- using the phrase "dead in the water" to describe the performance of Apple's (AAPL) iPhone in a comScore market share survey that seemed to show, as Blodget's headline put it, that "Android is destroying everyone."
The comScore survey to which Blodget was MOREPhilip Elmer-DeWitt - May 12, 2011 5:26 AM ET
According to NPD, a quarter of all smarphones are now four inches and above.
A report today from NPD shows that the face of the smartphone industry is changing, for the bigger. "The explosion in Web and video content available for smartphones has caused consumers to rethink their phones' sizes," said Ross Rubin, executive director of industry analysis for NPD. "Larger displays offer a richer media experience, as well as a MORESeth Weintraub - Mar 21, 2011 2:07 PM ET
Two Android phone makers lose ground in the most recent consumer satisfaction survey
The iPhone's dominance of J.D. Power's semi-annual consumer satisfaction surveys has become so routine that the venerable marketing company's press release Thursday buried the news after six paragraphs about how owners who use their phones for Twitter, Facebook, LinkedIn and the like are measurably happier with their smartphones than those who don't.
What struck me was not how many MOREPhilip Elmer-DeWitt - Mar 18, 2011 11:16 AM ET
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