bobthegreat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169594/comments http://seekingalpha.com/article/96665-the-odd-story-of-navteq-moto-zander-galvin?source=feed#comment-279351 279351
Ed and Garriques destroyed MOT.]]> Fri, 10 Oct 2008 16:49:55 -0400
Ed and Garriques destroyed MOT.]]> http://seekingalpha.com/article/94587-vodafone-s-gets-the-web-unlike-many-of-its-peers?source=feed#comment-267982 267982
About 3 years ago (3 years!) Arun Sarin said it would change the business and announced something called Mobile plus. Nothing material happened. The company missed its targets because of Spanish migrant workers (what a joke!)!!! It is just a silly company which generates large margins despite its management team because it has a license to print money from the regulators. It does not get the web. It may not even get its own business, as recent results suggest and the dilutive acquisitions of subscale dsl properties in Spain and Italy demonstrate.]]> Sun, 28 Sep 2008 21:17:14 -0400
About 3 years ago (3 years!) Arun Sarin said it would change the business and announced something called Mobile plus. Nothing material happened. The company missed its targets because of Spanish migrant workers (what a joke!)!!! It is just a silly company which generates large margins despite its management team because it has a license to print money from the regulators. It does not get the web. It may not even get its own business, as recent results suggest and the dilutive acquisitions of subscale dsl properties in Spain and Italy demonstrate.]]> http://seekingalpha.com/article/70101-motorola-breakup-the-loss-of-a-once-great-company?source=feed#comment-133058 133058
When Zander came and appointed Garriques to lead mobile devices, Ron changed his mind about the RAZR. He then brought in a legion of Mckinsey consultants who created with him a plan to be "number 1 in 1000 days." It was based on the stupid idea of superficial, brown-nosing consultants that MOT could compete with NOK across the portfolio, including the low end, without addressing fundamental issues such as the silicon and software platforms.
Ironically, I guess the 1000 days are to be completed sometime around now. Has anyone asked McKinsey to give back the millions of dollars MOT paid, after all their plan failed?

It will be very difficult, perhaps impossible, to turn around MDB now. NOK and Samsung are not sitting back. MOT has made absolutely no progress resolving the software and silicon issues. The portfolio will not be competitive for the next several quarters either in the high end or in the low end, no matter what management does. It is hopeless....





]]> Fri, 28 Mar 2008 12:51:52 -0400
When Zander came and appointed Garriques to lead mobile devices, Ron changed his mind about the RAZR. He then brought in a legion of Mckinsey consultants who created with him a plan to be "number 1 in 1000 days." It was based on the stupid idea of superficial, brown-nosing consultants that MOT could compete with NOK across the portfolio, including the low end, without addressing fundamental issues such as the silicon and software platforms.
Ironically, I guess the 1000 days are to be completed sometime around now. Has anyone asked McKinsey to give back the millions of dollars MOT paid, after all their plan failed?

It will be very difficult, perhaps impossible, to turn around MDB now. NOK and Samsung are not sitting back. MOT has made absolutely no progress resolving the software and silicon issues. The portfolio will not be competitive for the next several quarters either in the high end or in the low end, no matter what management does. It is hopeless....





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