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InterDigital, Inc. Message Board

  • stockstud Jan 9, 2012 12:52 PM Flag

    It is eerily quiet...

    Not much for analysis, nothing from the company, only an occasional "rumor" every once in awhile.

    Too quiet.

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      January 9, 2012, 11:14 AM

      Starting to Worry About Google’s Motorola Deal?

      The markets are starting to smell a little worried about Google’s takeover of Motorola Mobility.

      Shares of Google are falling about 3.3% this morning, after Motorola dumped a worrying dose of financial results on Friday.

      Wall Street is beginning to fret about Google becoming hitched to a declining mobile-hardware company. Motorola’s pre-announced fourth quarter results reflected what Motorola said is increased competition among mobile-device companies, and higher legal costs for its patent fights. (Those patents ostensibly are the reason Google is buying Motorola.)

      Motorola’s revenue miss is a sign that some of the companies that were on the early success wave of Android smartphone sales — Motorola and HTC, for example — now are being squeezed by bigger players. Apple and Samsung, for example, seem to be gaining ground at the expense of Motorola and HTC.

      J.P. Morgan’s Doug Anmuth described the Motorola results as not surprising but still “concerning.” Anmuth said Motorola’s fourth-quarter device sales of 10.5 million were well below J.P. Morgan’s estimates for 14.7 million unit sales.

      And here’s Cowen & Co.’s Jim Friedland:

      “We continue to believe that the acquisition of the MMI [Motorola Mobility] patents, if approved, is the ‘least bad’ way to counter Apple’s and Microsoft’s attempts to slow down Android’s growth. Unfortunately, the patents are saddled with MMI’s poorly performing handset business.”

    • Its been this way for months. Its hard to imagine that they could walk away from a deal at this point. We have to assume that they have something in the works or they would not risk remaining quiet for this long and risk the company and their future.

    • Thats' like it was with INHX...until the shorts were thrown into a volcano.

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