分析師：售出25000至120000臺(tái)Xoom,，摩托羅拉移動(dòng)命懸一線
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????Global Equities的特里普?喬德利最近恐怕與零售商和開(kāi)發(fā)者交流得太多，在最新致客戶的報(bào)告中,，他可謂直言不諱,。 ????喬德利預(yù)計(jì)摩托羅拉移動(dòng)（Motorola Mobility）已售出大約25000至120000臺(tái)Xoom平板電腦。他認(rèn)為對(duì)于仍處于困境中的摩托羅拉移動(dòng)而言,，這不是個(gè)好兆頭,。 ????喬德利表示，威瑞森版（Verizon）iPhone的成功發(fā)售讓Android勢(shì)頭銳減,。谷歌（Google）應(yīng)用程序商店是“一場(chǎng)災(zāi)難”。摩托羅拉所采用的蜂巢（Honeycomb）操作系統(tǒng)是“半成品”,、“不穩(wěn)定”,、“用戶界面差勁”、基本“見(jiàn)光死”,。 ????總而言之,，摩托羅拉將蘋果和Research in Motion“選為競(jìng)爭(zhēng)對(duì)手”是錯(cuò)誤的。喬德利建議,，摩托與其試圖在軟件上進(jìn)行創(chuàng)新,，“不如有選擇地利用專利訴訟攻擊其它Android手機(jī)設(shè)備制造商,。” ????喬德利的提議不免令人沮喪,，為了支持這一看法,，他展示了一份圖表。圖上標(biāo)明了哪些公司具備專利防御能力,，而哪些公司會(huì)“任人宰割”,。 ????譯者：項(xiàng)航 |
????There's some pretty blunt language in the latest note to clients from Global Equities' Trip Chowdry, who may have been spending too much time talking to retailers and developers. ????He estimates that Motorola Mobility (MMI) has sold somewhere between 25,000 and 120,000 Xoom tablets -- hardly a propitious start for a company he perceives as being on the ropes. ????The successful launch of the iPhone on Verizon (VZ), he writes, has "taken the wind" out of Android's sails. The Google (GOOG) app store is "a disaster." Honeycomb, the operating system on which Motorola has hitched its wagon, is "incomplete," "unstable," has a "poor UI" and is basically "dead on arrival." ????All in all, Motorola's "competitive fixation" on Apple (AAPL) and Research in Motion (RIMM) is misplaced. Rather than trying to innovate on software, Chowdry suggests, "selectively attacking with patents other Android phone OEM's is a better strategy." ????In support of that depressing proposition, he posts the chart above, showing who has patent protection and who is ripe for "full attack." |
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