
Hardware Management Congruence: Google and Barnes and Noble
I have been scanning the Google Motorola news. The write up fall into two camps.
On one hand, there are the Google is really smart. See, for example, “Google to Keep Motorola’s Advanced Technology Group” and “Google’s Tasty Lemonade.”
On the other hand, there are the Google goofed viewpoint; for example, “Analysis: Larry Page’s Smashed Handset Strategy – Google Ends Bid To Be Apple.”
My view is somewhat different.
First, I see some parallels between the Barnes & Noble Nook adventure and Google-Motorola.
Second, the management shifts at Motorola did not have a material impact on the revenue-generating power of Android phones. Keep in mind that these phones were treated just like other vendors’ phones in terms of access to software.
Third, the confusion between indexing the Web and building a business using Overture-type methods and sustaining a diversified business persists. Even the somewhat uneven ZDNet spotted this trend of revenue erosion in AdSense. Check out “Google’s Earnings: What Future for Plunging AdSense Business.”
Continue reading “Stephen E. Arnold: Google's Wanders About — Still Not Making Sense”




