Motorola Inc. (MOT)
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- The Odd Story of Navteq, Moto, Zander & Galvin [view article]
- Financial Crisis and the Top 5 Handset Stocks [view article]
- Nextel Better Off On Its Own? [view article]
- Don't Close the Line on Nokia Just Yet [view article]
- Morgan Cuts Targets on Host of Tech Hardware Stocks [view article]
- Nokia Tumbles, Dragging Handsets Down [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- An SIM Free Option for LTE Should Exist [view article]
- Finding the Upside with Broadcom [view article]
- Five Trends to Watch in Mobile Devices [view article]
- Why New Cell Phone Market Share Numbers Spell Bad News for Motorola [view article]
- Which CEOs Have the Best and Worst Approval Ratings? [view article]
Recent MOT Articles
- Financial Crisis and the Top 5 Handset Stocks
- Morgan Cuts Targets on Host of Tech Hardware Stocks
- The Odd Story of Navteq, Moto, Zander & Galvin
- Media by the Numbers: Smartphones, DVDs and Video Games
- Don't Close the Line on Nokia Just Yet
- Chinese Tech Stock Weekly Summary (Sept. 1-7)
- An SIM Free Option for LTE Should Exist
- Nokia Tumbles, Dragging Handsets Down
- Five Trends to Watch in Mobile Devices
- Significant Drop In US Consumer Mobile Phone Sales
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iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
20% growth over their last quarter.I'll take Palm's smartphone revenues for 500, Alex! Hmmm, maybe those treos, which are some of the bulkier smartphones, aren't poised for distruction as this analysis would have you think. Reply
Motorola: Heading From Bad to Worse [view article]
Nokia and Eriksson really have nothing like the iPhone. And won't, for years. Your comparison is flawed. ReplyJacome
Dismissing Motorola As Palm Acquirer, Following Warning [view article]
good call on the short PALM -- the trade for us was LONG the common/Mar 17.5 strike in Feb with intermittent put buying in March.let's see what Palm has for us @ 4pm.... Reply
Motorola: Heading From Bad to Worse [view article]
What motorola lacks and always has lacked is a easy to use interface. It's simply terrrible. It's like using my old ZX Spectrum computer in the 1980's. Compare that to the interfaces of the other big four (Nokia, Sony Ericsson, and Samsung) and you are talking about light-years.But the real problem isn't really to do with the interface. It's to do with the gap between US and European/Japanese ideas of what a mobile phone should be about. US consumers love style over substance and don't mind if the camera isn't very good or it doesn't have certain features. Motorola obviously listen to their US consumers more than their European and Japanese consumers because we love the features! We want multiple megapixel cameras, mp3 players and 3G. Motorola have always lagged behind in the technology stakes and they are paying for it now that the RAZR is long gone.
To be honest if it wasn't for the RAZR (which was bought only based on looks) Motorola would have been goners a lnog time ago. There is no way they can catch Sony Ericsson and Nokia now. Samsung can try but they will fall behind this year as their portfolio of phones looks thin.
This is also a reason why the iPhone will probably struggle to sell outside of the US. It may look amazing and have a great interface (yet to be seen) but it lacks on features. Nokia (N95) and Sony Ericsson (W880i and W950i) are well ahead of them on features and miles ahead in release date. And what's more they will cost people nothing on a contract where as the iPhone will cost about £400 over here. It's a no brainer. Reply
Apple's Lucky Day: Motorola Plans to Acquire Palm [view article]
MOT is a phenomenally dumb company. For a number of years, theirPowerPC chips really were blowing Intels' offerings out of the water. But, they thought of themselves as a cell phone company. You had to HUNT their page to even find mention of chips. We know what happened: INTEL, in their feud with AMD, got way better; PowerPC withered on the vine, got sold off,and now ekes out a shadow-existence as a low-margin game box chip.I gave up on MOT a while ago. Garvin may be out, but Zander has an impossible task in front of him, to rescue this dog. Reply
Apple's Lucky Day: Motorola Plans to Acquire Palm [view article]
Just amazing. But I guess if Moto has nothing at all to combat iPhone with -which it certainly doesn't- then even a cat's chance of being able to pull something out of Palm may be what they have to try to do.Apple lifts us out of mediocrity - again. Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
Maybe you could use the argument by which my wife and I have different cell phone service providers (I use T-Mobile, she now uses Verizon, having used the older AT&T phone technology till Cingular dropped it): Even though both of our services have significant service holes, most often one of the two will work, wherever we are! ReplyiPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
$500 for an iPhone which "could" have a great interface and has 4gb memory but that's just about it?Or $0 for the Nokia N95 which has 5mp camera, GPS mapping, up to 2GB of changeable memory, smaller and lighter than the iPhone, and 3G?
The iPhone may look better and will probably have a better interface. But if that's all I cared about then I'd be happy to put up with a worse interface considering everything else you get with the N95. And I'd spend the $500 I saved on a Hugo Boss suit or coat to make me look cool.
Money money money. That's what it's all about. The iPod is successful because not only is it the best but it's also damn good value for money. It's isn't infinitely more expensive than it's rivals where as the iPhone is.
Some people say a phone is just a phone. Well then save your $500 to!
The key feature on a phone now a days is the camera which is why the iPhone is poor. But the key features of the near term future are mp3 playback capability and internet access. The iPhone may be fine with one but it's not with the other. It can't access iTunes on the move? That is a big advantage to the competition because they have already set up agreements to provide music downloads on the move as part of the contract. Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
This is just full of sweeping generalisations. Nokia for example, has been making fantastic and very easily usable smartphones for quite a while. If you have issue with the Windows smartphones, hey - agreed. But that is why Nokia has 73% market share - so why on earth would you make such a generalisation?These sort of elementary holes make this attempt at analysis not very credible Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
To the first couple of fellows that posted:As you say there are by far many more phone/music players being sold than iPods. The phone market is much bigger. Why is it then that sales of iPod haven't dropped. Why would anyone who's got an mp3 player in his phone buy an iPod too? The answer is iTunes. How do you know people who have got one of those phones all use them to listen to music?
Regarding Sanghvi: So anyone who switches from a Dell to a Mac and is happy with his/her choice is a Mac nut? You must be a regular Rush Limbaugh listener.
Just recall what a lot of people like you were saying about the iPod in the first two years after it came out. Apple's market share is almost 10 times that of the number 2 seller, Sandisk. And those two own almost 90% of the market. Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
"Steve (Korash) Jobs at the House of Apple haven't realised, there's a wealth of telephones out in the market that can play music and receive calls."Well, there's a lot of contestants on "Dancing with the Stars", but there was only one Ginger Rogers. It ain't the silicon; it's the motion.....
The anecdotal student above does NOT sound like a so-called "cultist"; she sounds like someone who has come to realize that it's worth paying a wee bit more for a way better product.
For my part, I would LOVE to drop Verizon, but my wife won't let me. I hope Verizon drops it's brain-addled CEO so, maybe, the iPhone will come to that network. Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
I think there will be a exodus from other manufacturers. I also do not think it will be small. The scope of the exodus, however, cannot be measured until probably after the iPhone has been out a year. This is because many people will wait out their current contracts.People forget Apple has quite a legion of loyal users. These people are likely using other carriers now. They have been calling for an Apple phone for years. They will ditch their current phones. Moreover, they by merely using the phone in public will sell it to the masses.
Finally, it is silly to think Apple will not come out with other cheaper models as soon as the sales of the initial iPhone start to dwindle. That is how Apple did it for the iPod. Reply
Trent
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
The problem is, many people will at least want to wait to find out for themselves whether the iPhone interface is better. Some will find that it is, some will find that it isn't, but in the meantime the wait can freeze out sales of other models. And given Apple's track record in designing intuitive user interfaces, its a safer bet that it <em> is </em> incredible than that it isn't.As far as the "wealth of phones that can play music and receive calls," well that is also indicative of the intense competition, which will mean a real hurting if consumer spending slows further. Reply
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
He's right, smart phones are too clumsy to gain widespread use, especially that gadget...what's it called, oh yeah, THE BLACKBERRY. Also, everybody has concluded that the iPhone interface is incredible and great to use...but has the consumer started using it? What if the consumer wants buttons on their phone? Replyant
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
“I just switched from a Dell to an Apple laptop and love the Mac lifestyle,” says Sanghvi, 22, a recent graduate of New York University. “I never go anywhere without my iPod and cellphone. Now, I’ll only have to bring one device with me.”This Apple Nut's next purchase reminds me of the Iridium Satellite Phone debacle of 1999. The story goes that the wife of a Motorola executive was sitting on a beach in the Carribbean trying to use her US mobile phone without success. She discussed this problem with her husband and the rest , they say, is history. No one at Motorola bothered to think about the existing technology that might have have solved the wife's problem. It was called GSM and it was in use at the same time by Europe and most of Latin America, Asia and Africa.
Why is this relevant? Well, if Sanghvi and the rest of the followers of Steve (Korash) Jobs at the House of Apple haven't realised, there's a wealth of telephones out in the market that can play music and receive calls. For instance, the SE Walkman models are currently selling at a faster rate than the Ipods did at their same time in the product cycle.
"Yes", people with buy the IPhone in their droves. But "No", there not going to be a mass exodus from other manufacturers (including BlackBerry). I suspect Apple will create rather than steal market share.
PS: Somebody should tell Sanghvi his Dell/Apple choice is a trite binary. Reply