Showing posts with label mot. Show all posts
Showing posts with label mot. Show all posts

Wednesday, January 26, 2011

Motorola Android Sales Miss Expectations (MOT, GOOG)

sanjayjha talking tbi

Motorola shipped fewer Android smartphones during the Christmas quarter than expected, and it expects to lose money this quarter.

The handset maker said today that it shipped 4.9 million smartphones during Q4, which is below the 5.5 million shipments expected by Morgan Stanley's Ehud Gelblum.

And as Motorola's top customer (Verizon Wireless) starts shipping Apple's iPhone this quarter, Motorola says it expects to lose $26 million to $62 million.

Check Out Big Pictures Of Android 3.0, Google's Tablet Operating System

Join the conversation about this story »




Motorola Android Sales Miss Expectations (MOT, GOOG)


Backlink: http://feedproxy.google.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/YXpOlSFLAF4/motorola-android-sales-miss-expectations-2011-1

Thursday, December 23, 2010

Why The Windows-ARM Rumors Make No Sense (MSFT, AAPL, GOOG, RIMM, MOT)

Steve Ballmer

Peter Bright from Ars Technica has an excellent rundown of the recent rumors that Microsoft is porting desktop Windows to the low-powered ARM processor for tablets.

His conclusion: the rumors just don't make sense.

Here's why.

  • The main advantage of ARM is better battery life. But the main problem with Windows on tablets isn't battery life, it's lack of a usable touch interface and compatible touch applications.
  • Porting the full desktop version of Windows to ARM would be both incredibly expensive and useless: it wouldn't solve the touch interface problems, and it wouldn't have the main advantage of Windows on Intel, which is compatibility with hundreds of thousands of existing apps and hardware peripherals.
  • Creating a special embedded version of desktop Windows and letting hardware makers pick and choose the pieces they want to use (as Microsoft did with Windows CE) would be even worse: every "Windows" tablet would potentially have a different user interface, different features, and work with a different set of programs.
  • Building a new tablet OS for ARM processors based on desktop Windows might solve the touch interface problems, but still wouldn't run traditional Windows desktop apps. So why bother? It would make much more sense to build the tablet OS based on Windows CE, which has run on ARM processors forever. In addition, Microsoft has already built a great touch interface and development platform on top of Windows CE--Windows Phone 7.

This is probably why Microsoft wasn't even thinking of porting desktop Windows to ARM a year ago.

The logical conclusion: Microsoft isn't announcing a version of desktop Windows that supports ARM. Instead, it'll announce a new platform based on Windows CE--now called Windows Embedded Compact--with some new user interface elements for tablets. This is exactly what ZDNet's Mary Jo Foley speculated on Tuesday.

The company will probably come up with a neat new name like Windows Embedded for Tablets, and folks who don't follow Microsoft closely will assume it's a completely new OS.

But this initiative will fail unless Microsoft does the same thing it did with Windows Phone 7 and places restrictions on hardware makers so that all Windows tablets look and work approximately the same way. If Microsoft lets hardware makers run wild with the tablet OS, like they can (and do) with Windows Embedded Compact on tablets today, then the entire project becomes meaningless.

Even if Microsoft follows the Phone 7 route for tablets, the company has to get this puppy to market fast, or the iPad and onslaught of Android and other tablets will bury it.

Join the conversation about this story »

See Also:




Why The Windows-ARM Rumors Make No Sense (MSFT, AAPL, GOOG, RIMM, MOT)


Backlink: http://feedproxy.google.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/nRcVBFJ19_Y/why-the-windows-arm-rumors-make-no-sense-2010-12

Thursday, December 2, 2010

CHART OF THE DAY: iPhone Sales Weak In China (GOOG, MOT, NOK, AAPL)

Apple's iPhone sales in China are "disappointing," says Morgan Keegan analyst Travis McCourt, in a note picked up at Fortune.

Smartphone sales have "exploded" in China, growing 200% year over year. In the last quarter, Chinese consumers bought 8-10 million smartphones. Of that, 50% were Android. A year prior, no one in China was buying Android phones.

Apple and RIM sold fewer than 500,000 phones last quarter in China.

McCourt cautions that we shouldn't write off the iPhone, though. The iPhone 4 just hit China and it has wifi and other features that were missing from the previous version of the phone that was available in China.

And as a commenter points out below, the iPhone 4 has been selling well in China.

Don't Miss: The iPad Lines In China Are Nuts, Too »

chart of the day smartphones china

Follow the Chart Of The Day on Twitter: @chartoftheday

Join the conversation about this story »




CHART OF THE DAY: iPhone Sales Weak In China (GOOG, MOT, NOK, AAPL)


Backlink: http://feedproxy.google.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/6ZhfcPjV9ec/chart-of-the-day-iphone-a-flop-in-china-2010-12

Tuesday, November 30, 2010

Motorola Splitting To Ride The Android Wave (MOT, GOOG)

Droid 2

Motorola will split into two companies on January 4, 2011: Motorola Mobility will include the mobile phone business, and Motorola Solutions will get everything else.

First announced earlier this month by CEO Greg Brown, the split is meant to help investors capitalize on the sudden rise of Android in the smartphone market. Motorola's Droid phones aren't necessarily the best Android handsets out there--that honor usually goes to HTC--but it's certainly been one of the best selling Android phones. And unlike Samsung and HTC, Motorola isn't splitting its bets among multiple platforms by embracing Windows Phone 7, but is sticking with Android whole hog. 

The division of the company will be accompanied by a reverse stock split, with shareholders getting one Motorola Solutions share for every seven Motorola shares they own today, and one Motorola Mobility share for every eight Motorola shares.

Join the conversation about this story »

See Also:




Motorola Splitting To Ride The Android Wave (MOT, GOOG)


Backlink: http://feedproxy.google.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/U3V21ezEDJ0/motorola-split-will-help-company-ride-the-android-wave-2010-11