The Great Debate UK

from Breakingviews:

Motorola split should finally unlock value

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

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. Given the pace of Motorola's restructuring, that sounds like plenty of time for investors to have ferreted out hidden treasure. Yet there's still a gap between Motorola's current and break-up value.

The $19 billion tech company is cleaving itself in two. Motorola Solutions will house its businesses manufacturing wireless devices, such as walkie-talkies and communications network gear, sold mainly to enterprises and governments. It should have about $8 billion in sales next year. The other bit, Motorola Mobility, will sell cellphones and set-top boxes for consumers. Its sales should be roughly $13 billion a year.

This isn't just financial fiddling. As communications technology has become more specialized and sophisticated, the two divisions don't have much in common. Designing hip handsets for consumers and rugged emergency equipment for firefighters requires different mindsets and investment time-frames.

from The Great Debate:

The Android opportunity

gruber.jpg-- John Gruber writes and publishes Daring Fireball, a web site for Mac, web and design enthusiasts. He lives in Philadelphia with his wife and five-year-old son. This article first appeared on Daring Fireball. The views expressed are his own. --

In just the past few weeks Steven Frank, Alex Payne, and Andre Torrez all tried switching from the iPhone to Android. All three are smart, open-minded, and eloquent regarding their reasons for trying Android. All three are developers who care about the quality and design of software and hardware.

All three found Android significantly lacking.


The new G1 phone running Google's Android software. REUTERS/Jacob Silberberg