forget about the valuations etc.
key is future cash flow and how to protect it..
only way is to create/buy and protect IP .. more offline business (manufacturing, distribution/brands) the better.. yes, sometimes (short-term) it does not make sense from valuation and shareprice point of view.. but hey, it make perfect sense now to 'change the game'..
this is a brilliant start, and hopefully others will follow..
Now the next challenge is how best to do the post merger integration AND re-invent oneself... golden standard would be how to beat apple at its game..
Google may have a chance here .. but as offline tech.people might be able to remind google the buyer, MOT might not have been best in creating user friendly solution (despite technically very competent and one of the market's best!)..
It will prove to be interesting indeed. I for one want more choice vs. IOS/iPhone/iPad..
@GarethWong
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