Motorola is truly clueless. I blogged about what they should be doing to reverse the death-spiral that they are in (Moto lost half of its market share in just one year and made massive losses while industry grew). And I blogged about what to do about it, where the real growth opportunity is (SMS for consumers). Now we can see how smart the Moto strategists have been. Transport & Logistics News out of Australia reports that Motorola has been developing entepprise-oriented mobile computers (smartphones) for Asia-Pacific.
MORONS !
The enterprise smartphone market (Palm, RIM Blackberry, Nokia E-Series, many of Microsoft Windows for Mobile smartphoes etc) is heavily contested. it is growing far less rapidly than the far larger consumer market. It has recognized brands and Moto is not in that game. WHY go fight in an area of diminishing relevance, which is already the far smaller segment, where it is very costly to enter and to support, and where margins are small.
Look at the companies that already are there. RIM. It shifted from enterprise oriented Blackberries to the consumer market and DOUBLED sales in just one year (RIM will become bigger than Motorola, possibly as soon as this year). RIM also increased its average sales prices, while the economy was in trouble ! Meanwhile, Nokia had its E-Series enterprise smartphones. They released their N-Series four years ago to serve the consumer market. Guess which outsells which. N-Series outsells E-Series by an enormous margin today. Apple iPhone is not an enterprise smarthone, it is a consumer smartphone.
So I told Moto in April that SMS was the only killer app for current mass-market consumers and is fuelling RIM's growth, Nokia's loyalty (and for example Samsung's solid growth and profitablity). What do Moto do? They go to the worst-performing sector of smartphones, with strong established players, and try to enter it with high-cost devices, and worse, they don't do this globally, only in APAC, so they even dont' get scale out of this idiotic move. Total incompetents ! These are your investor dollars in use. Are you satisfied? Go read the strategy roadmap to save Moto and compare. Idiots!
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Posted by: tiffany and co | September 08, 2009 at 07:01 AM