When Frank Quattrone comes calling, buyer beware

September 14, 2011

When Frank Quattrone comes calling, buyers should beware. The latest coup for the former CSFB ace is persuading Google to bid against itself for Motorola Mobility.

Congratulations Google, you’re now a conglomerate

February 15, 2012

U.S. and EU antitrust authorities have cleared the search firm’s $12.5 bln purchase of Motorola. Its hardware foray might open new markets - or be a vital means of defending its advertising business. But on Wall Street, diversification like this merits a valuation discount.

Motorola split should finally unlock value

November 22, 2010

Motorola promised in early 2008 to break itself up under pressure from activists. It's taken a long while -- but come January that day finally arrives. Yet there's still a gap between Motorola's current and break-up value.

Put BlackBerry on hold – but not for long

September 25, 2009

BlackBerry-maker Research In Motion is a victim of its own success. Having dominated the market for corporate e-mail devices for years, it is being forced to seek out growth in consumer markets, where, so far, it has had trouble differentiating its products.