Good Technology Will Be a Good Fit for Motorola
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With Nokia's (NOK) acquisition of Intellisync last year, it's not surprising to see the second largest mobile phone maker also stake out some land in the mobile email and messaging software space. For years now, analysts have expected consolidation in the mobile email space -- there simply isn't enough room for Rim, Seven, Visto, Good, Microsoft (MSFT) and all the others going after this market.
Even with two distinct target markets -- enterprise and consumer -- that these companies address, in my mind there still isn't enough opportunity to support them all. With Good raking in north of $200 million in funding during its life, I'm inclined to think selling to Motorola was the best option for them.
Certainly, Good will be good fit for Motorola, but it likely won't be a direct revenue generator for the mobile phone vendor at any point in the near future, if ever. Their attraction has more to do with integrating the software across Motorola devices and helping them push further into the enterprise. I would expect Motorola to carve out useful products from Good for integration into handsets and cut a lot of the fat that is burning cash in the business. Good was a bad model for success on its own, but being part of the larger picture may benefit Motorola overall. We shall see.
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