Google strategic decision to control the supply chain in the mobile market will backfire when it realizes it needs to behave like everyone else unless it pulls it off brilliantly.
Having Motorola's slow growth in their statements will make Google's numbers look less attractive. It seems they didn't consider this when announcing the buyout.
They said they will report Motorola separately. Isn't that a choice everyone would like to have?
Even when staying optimistic and positive, what is going to happen to the transactions out of the synergy? Even assuming there is no precendent on this, what happens when Motorola requires assistance that Google investors were not expecting?
On the other hand, what better way to go head to head with Apple by getting their hands into hardware. Sometimes when you are left with the hot potato, you just have to find a way to cool it.
