2013年10月21日 星期一

Google for Motorola, Facebook, Yahoo


FaceBook down





今晚的FB是怎樣??我嚇出一身冷汗還以為被盜了,PO完國慶煙火照希望也可以慶祝我的FB復活!阿門XD
據說臉書更新中所以怪怪的 阿那乾脆來企Zzzz好了 大家都被臉書制約了啊哈哈 晚安囉^^





David Pogue, in 2009 at the Macworld Expo in San Francisco.

Pogue, Times Technology Columnist, Is Leaving for Yahoo

By LESLIE KAUFMAN


After writing about personal technology for The Times for 13 years, David Pogue will start a consumer technology Web site at Yahoo.


wsj

High Definition

Might Google Have a Sly Motive Behind Motorola?

Maybe It Is a Long-Term Effort to Drive Down Rivals' Phone Prices


Oct. 20, 2013 9:01 p.m. ET
The Moto X smartphone is being sold for $99 or less on a contract. European Pressphoto Agency
 
One morning this summer, I was ushered into a small conference room at the Googleplex to chat with Dennis Woodside, the CEO of Google Inc. GOOG -0.80% 's Motorola division, where he gave me a sneak preview of the company's flagship smartphone, the Moto X, which hadn't yet come out.
I left the meeting more puzzled than ever about Google's decision to buy the struggling device maker two years ago. When Mr. Woodside showed me the Moto X, I found it clever but unspectacular. Though the phone, which came out in September, had a few innovative features, it didn't look like a phone to justify the $12.5 billion Google had spent on Motorola. Phone buyers apparently agree. Last week, amid an otherwise glowing earnings report that sent its stock soaring above $1,000 a share, Google disclosed that Motorola Mobile lost $248 million in the third quarter. The losses are growing—a year ago, Motorola Mobile lost $192 million.

Did Google buy Motorola's business just for patents, or does Google really want to be in the hardware business? Farhad Manjoo discusses on digits. Photo: Getty Images. 

What is Google's long-term plan for Motorola? Did it buy the business just for patents, or does Google really want to be in the hardware business? How much money is Google willing to sink into it?

Here's a theory that I've been playing with: What if profits aren't part of the plan at Motorola? What if Google's plan for smartphones isn't to directly make money for itself but, instead, an attempt to destroy money for other companies by making the phone a commodity device?

In particular, think of Motorola as a long-term effort to drive down the insanely high profits raked in by just two companies— Apple AAPL +2.45% and, to a lesser extent, Samsung 005930.SE +0.07% —on a single product line, smartphones. The iPhone alone is responsible for almost two-thirds of Apple's profits, which makes it by far the most profitable product in the world. Samsung, meanwhile, has earned billions by selling phones running Google's Android operating system. This makes Samsung Google's nominal partner, but considering the power it wields in the Android ecosystem, also an emerging rival. Together, in 2012, Apple and Samsung generated $53 billion in profit in the smartphone business, making phones the most lucrative products in all of tech, and perhaps in any industry other than oil.
Over the long run, Google can't abide these profits. As a corporate entity, Google is obsessively, almost religiously devoted to a single, towering mission. Everything it does, from core products such as Android and Chrome to far-out flights of fancy like robotic cars and computerized glasses, furthers a single goal: to get more people to use the Internet more often.
The profits earned by smartphone makers stand as a hurdle to that mission. Apple sells its newest iPhone for $650. (If you bought the phone on contract, you pay that amount indirectly—$199 when you buy the phone, and the rest as part of your monthly cellular plan.) More than half of that is profit.
In other words, in Google's view of the world, the iPhone is way overpriced. If the iPhone were cheaper, Apple would sell a lot more phones than it does now. So too would the rest of the industry, since other companies peg their smartphone prices to Apple's. This would be a boon for Google: More iPhones means more surfing (especially search), which means more ad dollars for Google. A lower price for iPhones would also mean a slimmer profit for Apple, something that would please Google.

Compare Smartphones

See a side-by-side comparison of recent phones.
But how do you force Apple to cut its smartphone profits? In 2011, back when Google's Android operating system was just beginning to eclipse Apple's iOS market share, the venture capitalist Bill Gurley wrote one of the most prescient tech analyses I've read in recent years: Android and Chrome, he wrote, are not "products" in the classical sense. Google invests vast sums in creating them, but it doesn't expect any direct return from them, because its real goal is to use them as a "moat" to protect its "castle," the ad business. By forcing competitors like BlackBerry, Nokia and Apple to compete with products that have no profit motive, Mr. Gurley argued that Google may have engineered "the greatest legal destruction of wealth in history."
Two years later, we see that Gurley was mostly right: Android is now the world's most dominant smartphone operating system, and by creating a vast market of low-cost competition to iOS devices, it has helped dramatically slow Apple's earnings growth.
But I suspect that's not enough for Google. Today there are lots of companies making cheap Android phones, but many of those phones are junk—underpowered, clogged with adware, and hobbled as Web surfing devices. That's why customers are still willing to pay Apple and Samsung premium prices for smartphones.
Hence Google's emerging vision for its smartphone division. Think of Motorola as the hardware version of the Android strategy—not a profit-seeking entity, but instead one whose only eventual economic motive is to create pretty good phones at reasonable prices. In doing so, it hopes to force Apple and Samsung to slash their hardware prices—and thus earnings—accelerating the smartphone's path toward becoming a commodity device.
The only wrinkle in this theory: So far, there's no evidence that the Motorola is pushing down prices. The Moto X is selling for $99 or less on contract, and is thus one of the best low-priced phone you can buy today. But Apple and Samsung don't seem to have noticed. Even with the launch of the lower priced iPhone 5C—which is basically last year's phone at $99—Apple's pricing structure is largely unchanged from previous years.
But Google has always made clear that Motorola is a long-term play. It is willing to wait years and, I suspect, lose billions if the end result is cheap, great phones for everyone.

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