Former Nokia analyst Horace Dediu thinks Google's purchase of Motorola is doomed to failure just like Nokia's Symbian alliance.
The lesson (and warning) was that a licensor that is also a licensee makes other licensees uncomfortable. The supplier is also a competitor. This is classic channel conflict and never ends well.
Open or not, with or without equity, these arrangements are always unworkable.
-Asymco blog, August 15, 2011
Dediu has done some nice charts but his analysis is often marred by a pro-Apple, anti-Google bias, a kind of hindsight bias whereby then outcome of all of today's strategic decisions is dictated by the way past decisions went down. I wonder how closely Dediu was associated with the Symbian effort when he was at Nokia.
UPDATE: It's almost worth clicking over to Horace's blog to read the hilarious group-think of Apple fans in a tizzy.