Google’s $12 Billion Toy – The Wall Street Journal.

April 11, 2012 Leave a comment

I thought you would be interested in the following story on WSJ.com.

Google’s $12 Billion Toy

http://online.wsj.com/article/SB10001424052702304587704577335990254389120.html

Here’s a business riddle: Divine Google Inc.’s GOOG +1.27%intentions for its largest-ever acquisition, the $12.5 billion purchase of the once-great, now-faltering Motorola Mobility Holdings Inc. MMI -16.67%

Motorola represents one of the thorniest strategic and operational challenges in Google’s 14-year history. Oddly, few seem to be paying attention.

THEGAME

When investors parsed Google’s deal announcement in August, they focused on how Motorola’s 17,000 patents will protect Google’s market-leading Android mobile operating system from legal assault.

But what of the 20,500 Motorola employees working in 92 major facilities across 97 countries, from Horsham, Pa., to Jaguariuna, Brazil? What of the factories churning out low-margin cellphones and cable-TV boxes? What of the five years of losses, some $5.3 billion in all?

Filed under I. Creating Joint Value, IV. Corporate Strategy

Foxconn buys into Sharp for iDevice screens – Rethink Wireless

March 28, 2012 Leave a comment

http://www.rethink-wireless.com/2012/03/28/foxconn-buys-sharp-idevice-screens.htm

The massive importance of Apple in the Taiwanese manufacturing base was highlighted this week by news from key partner Foxconn. The company and its founder Terry Gou will invest $1.6bn in Sharp’s display unit, as Apple looks to bolster the Japanese firm as a counterweight to Samsung.

Filed under II. Governing Collaboration, III. Global Strategy, IV. Corporate Strategy

Tata’s Jaguar Land Rover Selects China Partner – The Wall Street Journal.

February 21, 2012 Leave a comment

I thought you would be interested in the following story on WSJ.com.

Tata’s Jaguar Land Rover Selects China Partner

http://online.wsj.com/article/SB10001424052970204909104577236941590459910.html

The Wall Street Journal Mobile Reader for iPhoneTM delivers the latest global news, financial events, market insights and information to keep you ahead of the curve. Get the information you depend on plus entertainment, culture, and sports coverage when, where, and how you want it from the most credible source for news and information. Click below to download the WSJ Mobile Reader for free from the iTunes App Store.

http://www.wsj.com/iphoneinstall

From iPod. Pls excuse brevity, typos.

Filed under III. Global Strategy, IV. Corporate Strategy

Kodak Shutters Camera Business – The Wall Street Journal.

February 10, 2012 Leave a comment

I thought you would be interested in the following story on WSJ.com.

Kodak Shutters Camera Business

http://online.wsj.com/article/SB10001424052970203824904577212873966942132.html

The Wall Street Journal Mobile Reader for iPhoneTM delivers the latest global news, financial events, market insights and information to keep you ahead of the curve. Get the information you depend on plus entertainment, culture, and sports coverage when, where, and how you want it from the most credible source for news and information. Click below to download the WSJ Mobile Reader for free from the iTunes App Store.

http://www.wsj.com/iphoneinstall

From iPod. Pls excuse brevity, typos.

Filed under I. Industry Analysis, IV. Corporate Strategy

Merger to Create Commodities Giant – The Wall Street Journal.

February 7, 2012 Leave a comment

I thought you would be interested in the following story on WSJ.com.

Merger to Create Commodities Giant

http://online.wsj.com/article/SB10001424052970204136404577208273480172652.html

The Wall Street Journal Mobile Reader for iPhoneTM delivers the latest global news, financial events, market insights and information to keep you ahead of the curve. Get the information you depend on plus entertainment, culture, and sports coverage when, where, and how you want it from the most credible source for news and information. Click below to download the WSJ Mobile Reader for free from the iTunes App Store.

http://www.wsj.com/iphoneinstall

From iPod. Pls excuse brevity, typos.

Filed under I. Creating Joint Value, II. Governing Collaboration, III. Global Strategy, IV. Corporate Strategy

Abbott Labs to Split Into Two – The Wall Street Journal.

October 19, 2011 Leave a comment

I thought you would be interested in the following story on WSJ.com.

Abbott Labs to Split Into Two

http://online.wsj.com/article/SB10001424052970204485304576640740820288766.html

The Wall Street Journal Mobile Reader for iPhoneTM delivers the latest global news, financial events, market insights and information to keep you ahead of the curve. Get the information you depend on plus entertainment, culture, and sports coverage when, where, and how you want it from the most credible source for news and information. Click below to download the WSJ Mobile Reader for free from the iTunes App Store.

http://www.wsj.com/iphoneinstall

From iPod. Pls excuse brevity.

Filed under IV. Corporate Strategy

Management styles in China

September 11, 2011 Leave a comment

The message is ready to be sent with the following file or link attachments:

Privatization in China ECON0911.pdf

Filed under IV. Corporate Strategy

COMMENT: To Integrate or Not – that is the IT question

August 19, 2011 Leave a comment

In one week, The Economist argued two sides of a coin (not uncommon for economists…), admittedly using two industries as evidence:

  • In IT and computers, they see good reason for leading companies to move “up the stack” and divest commodities like PCs in favor of software and services. Classic case: IBM. Current case: HP. See Seismic shift in Silicon Valley.
  • In another article, they saw good reason for Google to get into handset hardware by buying Motorola, even if those are commodities. The reason they cite is that this industry might not play out like PCs. And, in relaying the argument, they make a point about Google using the hardware position to further its software growth of Android and related services. See Patently Different.

The key difference between these examples and industries is the stage of maturity of the technology and competitive landscape. In PCs, the value chain has stopped evolving and the software standards are more or less stable – hence little role for owning integrated hardware and software. In smartphones this is not so yet, but getting there fast.

Frankly, the least mature field is tablets/pads: watch for Google to move into THAT direction with its new Motorola hardware knowledge. If it doesn’t go in that direction, it is more likely to spin off the Moto handset in short order, much like HP and IBM did with their mature hardware businesses.

Filed under IV. Corporate Strategy

NEWS: ITT Breakup — WSJ

August 19, 2011 Leave a comment

ITT has a long history of acquisitions and spin-offs, as one of the original “conglomerates” in American business. The latest spin-offs are described in this article.
ITT Breakup Jan2011 WSJ.pdf

Filed under IV. Corporate Strategy

NEWS: Kraft Splits — WSJ

August 19, 2011 Leave a comment

Corporate strategy at Kraft has involved various splits and spinoffs. The latest:
Kraft Splits WSJ0811.pdf

Filed under IV. Corporate Strategy

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