Sellout.Woot! shows the tablet as shipping with Android 3.1 Honeycomb, but the Android 4.0 Ice Cream Sandwich update has already been released for the Xoom so you should be able to update as soon as you have it. All in all the Motorola Xoom is a solid Android tablet. This is a half-price deal as the MSRP is $499.99. And new tablets sell for $369.87 on Amazon.

First up, originally slated to end March 26th, but extended through March 31st, the DROID Madness Sale. This sale is only good on new Verizon Wireless activations. New activation includes a new individual account, a new family account, or a new line to an existing account. The promotion does not include upgrades or contract extensions.

All Motorola DROID devices on Verizon are on sale. The DROID RAZR MAXX 4G 32GB in black is $199.99. The DROID 4 4G is $49.99. The DROID RAZR 4G 16GB is $34.99 in black, white, or purple. The DROID BIONIC 4G 32GB is $29.99. While the DROID BIONIC 4G 16GB, DROID X2, DROID 3 Global, and DROID PRO are all just $0.01 each – a penny! My wife has the DROID RAZR and she loves it, it is a very nice phone.

The second sale has some overlap with the first, now extended through April 15th (formerly March 31st) Double Your Data on 4G Phones. It is pretty simple – all 4G Verizon phones qualify for twice the amount of data for the same monthly price. New 4G smartphone activations and upgrades are eligible, including existing customers with 4G smartphones.

The following prices are for new activations, upgrade pricing may differ. As above, the DROID RAZR MAXX 4G 32GB is $199.99. The Samsung Galaxy Nexus 4G is $99.99. The HTC Rezound 4G is $79.99. The DROID 4 4G is $49.99. The DROID RAZR 4G 16GB is $34.99 in black, white, or purple. The DROID BIONIC 4G 32GB is $29.99. The LG Spectrum 4G is $19.99. The HTC ThunderBolt 4G, Samsung Stratosphere 4G, DROID BIONIC 4G 16GB, Samsung DROID CHARGE 4G, and Pantech Breakout 4G are all just $0.01 – one red cent.

Of all of these the one I’d select is the Samsung Galaxy Nexus – which is in fact the phone I carry. My second choice would probably be the DROID RAZR, or maybe the DROID RAZR MAXX, though battery life hasn’t really been an issue for me so far.

First up, running through March 26th, the DROID Madness Sale. This sale is only good on new Verizon Wireless activations. New activation includes a new individual account, a new family account, or a new line to an existing account. The promotion does not include upgrades or contract extensions.

All Motorola DROID devices on Verizon are on sale. The DROID RAZR MAXX 4G 32GB in black is $199.99. The DROID 4 4G is $49.99. The DROID RAZR 4G 16GB is $34.99 in black, white, or purple. The DROID BIONIC 4G 32GB is $29.99. While the DROID BIONIC 4G 16GB, DROID X2, DROID 3 Global, and DROID PRO are all just $0.01 each – a penny! My wife has the DROID RAZR and she loves it, it is a very nice phone.

The second sale has some overlap with the first, through March 31st Double Your Data on 4G Phones. It is pretty simple – all 4G Verizon phones qualify for twice the amount of data for the same monthly price. New 4G smartphone activations and upgrades are eligible, including existing customers with 4G smartphones.

The following prices are for new activations, upgrade pricing may differ. The Samsung Galaxy Nexus 4G is $99.99. The HTC Rezound 4G is $79.99. The DROID 4 4G is $49.99. The DROID RAZR 4G 16GB is $34.99 in black, white, or purple. The DROID BIONIC 4G 32GB is $29.99. The LG Spectrum 4G is $19.99. The HTC ThunderBolt 4G, LG Revolution 4G, Samsung Stratosphere 4G, Samsung DROID CHARGE, and Pantech Breakout 4G are all just $0.01 – one red cent.

I note that the sale specifically states “all 4G Verizon phones qualify”, yet the DROID RAZR MAXX 4G 32GB and DROID BIONIC 4G 16GB from the first sale aren’t listed in the second. But I’d expect them to qualify as well, as they are “4G Verizon phones”.

Of all of these the one I’d select is the Samsung Galaxy Nexus – which is in fact the phone I carry. My second choice would probably be the DROID RAZR, or maybe the DROID RAZR MAXX, though battery life hasn’t really been an issue for me so far.

AT&T has settled with TiVo, offering payments that will total at least $215 million, and potentially much more, in exchange for a mutual patent licensing deal. TiVo will receive $51 million up front, followed by recurring quarterly payments guaranteed through June 2018, for a total minimum payment of $215 million. In addition to these minimum payments, AT&T will pay recurring per-subscriber monthly license fees should the level of U-Verse subscribers exceed“certain levels”. Just what those levels are wasn’t revealed in the press release, but TiVo apparently expects the total payments to“significantly exceed” the minimums. In this case what’s good for AT&T is good for TiVo – the more subscribers they get, the more TiVo makes.

The Form 8-K TiVo filed with the SEC regarding this settlement reveals more of the details about the payments as well as the patents involved:

Under the Agreement, AT&T has agreed to pay TiVo a minimum amount of $215,000,000 (the “Payment to TiVo”) plus incremental monthly fees per DVR subscriber if the growth of AT&T’s subscriber base exceeds certain pre-determined levels. Based on currently available industry forecasts, TiVo expects that the total fees payable to it by AT&T under the Agreement will significantly exceed the guaranteed minimum Payment to TiVo. The first $51,000,000 of the Payment to TiVo is due on January 3, 2012 and the remaining amount is due to TiVo in equal installments 30 days after the end of each calendar quarter in the amount of $5 million for the first four calendar quarters and approximately $6.5 million in subsequent calendar quarters through the calendar quarter ending June 30, 2018. Any incremental additional per subscriber fees are due to TiVo on the same schedule.

Pursuant to the Agreement, TiVo granted AT&T a limited license under its advanced television patents, including the patents that TiVo had asserted against AT&T (U.S. Patent Nos. 6,233,389, 7,493,015 and 7,529,465), to make, have made, use, sell, offer to sell and import advanced television technology in connection with AT&T multichannel video programming services, including AT&T U-verse, subject to certain limitations and exclusions. AT&T granted TiVo a limited license under its advanced television patents, including the patents that AT&T had asserted against TiVo (U.S. Patent Nos. 5,809,492, 5,922,045, 6,118,976 and 6,983,478), to make, have made, use, sell, offer to sell and import advanced television technology in connection with TiVo products and services, including products and services provided to other multichannel video programming service providers, subject to certain limitations and exclusions.

We may learn more about the terms when TiVo files their Form 10-K after their fiscal year ends on January 31, 2012.

In addition to the settlement payments there is also the indirect benefit to TiVo in reducing their legal costs by no longer needing to pursue the suit. It also eliminates the distraction and allows their legal team to focus their efforts on Verizon. Speaking of Verizon, that’s where all eyes are now as they’re currently the sole remaining target for TiVo’s patent suits. With victories against EchoStar/DISH and now AT&T, it doesn’t seem unreasonable to expect Verizon to taking a serious look at their chances of victory and weighing it against the cost of a settlement. I fully expect TiVo to also be making a reinvigorated push to establish deals with the remaining US cable providers, such as Time Warner Cable, Cablevision, and Bright House Networks.

Taking a look at the top 10 US MVPDs (as of June 2011):

1. Comcast Corporation 22,525,000 – business relationship to allow VOD access to retail TiVo units, now in trials
2. DirecTV 19,433,000 – business relationship with licensing and new THR-22 DirecTiVo just released
3. Dish Network Corporation 14,056,000 – $500 million legal settlement and licensing
4. Time Warner Cable, Inc. 12,235,000 – no known agreement or licensing
5. Cox Communications, Inc. 4,838,000 – business relationship to allow VOD access to retail TiVo units, in development
6. Charter Communications, Inc. 4,413,000 – distributes TiVo directly to customers
7. Verizon Communications, Inc. 3,848,000 – ongoing patent lawsuit
8. AT&T, Inc. 3,407,000 – $215 million legal settlement and licensing
9. Cablevision Systems Corporation 3,284,000 – no known agreement or licensing
10. Bright House Networks LLC 2,139,000 – no known agreement or licensing

In addition, of course, TiVo is being distributed to customers of smaller cable MSOs Suddenlink (#11), RCN (#16), and Grande Communications (not in the top 25). Each victory, licensing deal, or business arrangement strengthens TiVo’s hand at the negotiating table. TWC, like Comcast, is large enough that they develop a lot of their technology and software in house. As such I don’t really expect them to adopt TiVo as their new platform, as Charter has. However, I would not be surprised to see them make a deal with TiVo to support VOD on retail TiVo units, just as Comcast and Cox have, in exchange for staying out of the legal crosshairs.

Verizon is more of a wildcard. They have a rocky track record when it comes to developing and releasing software updates for their FiOS STBs. And they have a small enough user base that outsourcing their software development to TiVo and benefiting from their economies of scale might benefit them. Their architecture is not all that different from Virgin Media in the UK and ONO in Spain. TiVo has already shown they can handle a hybrid cable/IPTV system with those networks, which is what FiOS is. To me that would be the ideal solution, as FiOS joining Team TiVo would increase development funding. And it is likely that they’d push the addition of features to match what they’ve implemented in house, which would benefit everyone. But they may also simply negotiate a licensing settlement like AT&T’s.

AT&T is pure IPTV and they’re using Microsoft software end-to-end. It was pretty much an impossibility that they’d adopt TiVo’s software for their STBs given the infrastructure they’re using. The licensing settlement is really the best result we could hope for in this case. Cablevision and Bright House could easily adopt TiVo as their next-generation STB platform. They’re smaller than Charter, who already has, and Suddenlink, also a TiVo user, is more than half as large as Bright House.

Oh, there is another reason I think TiVo will move more aggressively to establish deals with more MSOs on the back of this settlement: Google. More specifically Google’s pending acquisition of Motorola, the largest STB vendor for cable systems in the US, and Google TV. Back in August when I looked at the announcement, and specifically at the implications for TiVo, and then more recently in November, I stated that I full expect Google to bring the Google TV platform to Motorola STBs as a standard option.

More and more MSOs are looking at OTT (over-the-top) content to increase their competitiveness, which is a prime reason MSOs have turned to TiVo, and Google TV’s Android platform and apps would be a huge boon. Google has Sage TV to provide DVR technology and placeshifting, which also allows them to compete with EchoStar’s SlingLoaded offerings. They could build the streaming client into every Android phone and tablet sold, as well as Google+, that’s a very big stick – or carrot, depending on how you look at it. If Google’s acquisition of Motorola goes through, they will do this. I’m certain of it; it just makes too much sense.

But it will all take time, most likely a few years. The acquisition itself will take time. And then the work to port Google TV to Motorola HW and/or developing new HW to better support Google TV/Android needs to be done. Then they need to land MSO clients for the new HW/SW bundle, and get it deployed. It all takes time. And that time gives TiVo a window to expand their beachhead in the industry. Once an MSO has a significant deployment of TiVo HW and/or SW in the field they’re much less likely to walk away from that investment and adopt another platform.

I expect TiVo to redouble their efforts on the back of this victory. They may even have some deals in their back pocket to announce at CES this month. But for now they can celebrate one victory in an ongoing war.

Cyber Sale, 2 Days Only, Sunday-Monday. Online Only.
Sunday-Monday Only: Free $10 e-Gift Card with Store Pickup Orders of $100 or More.

Sunday-Monday Only: Acer Iconia Tablet with 8GB Memory, Sale $229.99.
Sunday-Monday Only: Targus Truss Leather Case/Stand for Acer Iconia A500 Tablet, Sale $24.99.
Sunday-Monday Only: Logitech Tablet Keyboard for Apple® iPad® or Android 3.0+ Tablets, Sale $35.99 each.
Sunday-Monday Only: ION Audio iCADE Arcade Cabinet for Apple® iPad® and iPad 2, Sale $49.99.
Sunday-Monday Only: Kobo eReader Touch Edition, Sale $99.99.
Sunday-Monday Only: Gateway All-In-One Computer with 500GB Hard Drive, and 2GB DDR3 Memory, Just $399.99.
Sunday-Monday Only: Asus Desktop with AMD Processor, 500GB Hard Drive, and 4GB DDR3 Memory, Just $349.99.
Sunday-Monday Only: AOC 20” Widescreen LED Computer Monitor, Sale $89.99.
Sunday-Monday Only: SanDisk Cruzer 8GB USB 2.0 Flash Drive, Sale $8.99.
Sunday-Monday Only: HP 2200 Webcam, Sale $7.99.
Sunday-Monday Only: Great Computing, Tablet, and E-Reader Deals.

Sunday-Monday Only: LG 32” Class ED 720p HDTV for $299.99.
Sunday-Monday Only: Great Home Theater Deals.
Sunday-Monday Only: Great iPod and MP3 Player Deals.
Sunday-Monday Only: All iPods on Sale.
Sunday-Monday Only: Great Music and Movies Deals.

Sunday-Monday Only: Xbox 360 Kinect Sensor, Sale $99.99.
Sunday-Monday Only: Select Kinect Games On Sale.
Sunday-Monday Only: Select Pre-Owned Games, $19.99.
Sunday-Monday Only: Buy Any Sims 3 Base, Expansion, or Stuff Pack, get the Second Item Free.
Sunday-Monday Only: $50 Off GoldenEye 007: Reloaded Double ‘O’ Edition Bundle for OPS3, Sale $99.99.
Sunday-Monday Only: Great Gaming and Gadget Deals.

Sunday-Monday Only: 25%-40% Off Select Digital Cameras.
Sunday-Monday Only: Free Bag and Memory Card with Select Digital Cameras.
Sunday-Monday Only: Free Bag with Select DSLR Cameras.
Sunday-Monday Only: 19%-41% Off Select Digital Camcorders.
Sunday-Monday Only: 5%-50% Off Select Digital Photo Frames.
Sunday-Monday Only: Great Digital Camera and Camcorder Deals.

Sunday-Monday Only: Motorola Droid 3 Mobile Phone, Free with a new 2-Year Contract from Verizon and Activation.
Sunday-Monday Only: HTC Wildfire S Mobile Phone, Free with a new 2-Year Contract from T-Mobile and Activation.
Sunday-Monday Only: Boost Mobile BlackBerry Style 9670 No-Contract Mobile Phone, Sale $149.99.
Sunday-Monday Only: Virgin Mobile BlackBerry Curve 8530 No-Contract Mobile Phone, Sale $99.99.
Sunday-Monday Only: Platinum Series MobileDock Dash/Windshield Mount, Sale $9.99.
Sunday-Monday Only: Great Mobile Phone Deals.

While the last round of deals included a link for the ASUS Eee Pad Transformer the link never seemed to work. The deal was only available in stores. I managed to grab one as a gift for someone else. I was still up at 4am Friday so I ran over to my local Best Buy. The Transformer was a ticketed item and all of the tickets were gone, but I managed to social engineer a tablet and keyboard dock from a Blue Shirt in a different department without a ticket. I normally wouldn’t go near a store on Black Friday, but $250 for the tablet and $100 for the dock was a very good deal.

They were very cagey in their responses, largely due to the legal issues of the pending merger and the limitations on what the two companies can do together until the merger is complete. But it certainly sounds like they’re looking at Android, probably in a form similar to Google TV, as Motorola’s new STB platform. This is exactly what I talked about in August when the merger was first announced. The buyout, or merger if you prefer, is about more than phones and patents. It seems like most of the press surrounding the merger continues to focus on just phones and patents, but Google is playing a much bigger game. Motorola only has 4% of the global smartphone market, but they’re the dominant player in the US cable STB market. Google also has SageTV, which was asked about int he videos but they declined to talk about it, and we still don’t know how it will be used. But it seems logical that it will play a role in the future of the Google TV platform and/or a related STB OS.

There are a lot questions and the answers could have a major impact on the industry. Android runs primarily on ARM core chips. Google TV launched on Intel chips, but it is moving to ARM. Cable STBs tend to use embedded chips using MIPS cores. Could Motorola STBs shift to ARM for Android? That would be a huge change for traditional STB chip vendors, and a huge opportunity for ARM vendors. A chip like a Tegra 2 or Tegra 3 would make for quite a powerful STB. Consider that today’s high end smartphones have far more processing power, graphics power, and protocol support than pretty much any cable STB on the market. And MVPDs are increasingly looking to OTT features to enhance their services and attract and retain customers.

But I’m extrapolating a bit, certainly reading into some of the things that were said, or not said, in the videos. There are a lot of interesting points in the videos. The first is primarily about the cable business and the second discusses tablets and if MSOs might start offering tablets as a part of their service, just like leasing an STB.

Here are the videos, see what you think:

Looking at a graph of market share by smartphone vendor, the precipitous decline of Nokia is painfully obvious, and it looks like RIM isn’t doing so well either. On the other hand, you can see the rapid rise of Samsung. Samsung has claimed 26% of the global smartphone market, becoming the largest vendor. Apple slipped from 19% to close to 14%, but that could be due to anticipation of the iPhone 4S (the figures are from before the launch). Nokia has toppled from the top of the heap to under 14% in roughly a year. HTC overtook RIM with 11% to 9% as the former continues to gain market share and the latter loses it. Sony has approximately 6%, LG 5%, and Motorola 4%.

Unsurprisingly the units shipped by vendor closely aligns with the market share of each vendor. The sheer number of devices being shipped is really impressive.

Via Droid Life.

Basically this is a totally kick-ass Android smartphone. I’m personally debating if I want to get one or wait for the Samsung Galaxy Nexus, and it isn’t an easy choice. My fiancee almost ordered a RAZR earlier tonight to replace her OG Droid – but didn’t pull the trigger. Which might have been a good thing.

Why? Verizon is asking $299.99 for the phone with a 2-year contract.

But Amazon is doing something a little crazy. This is a brand new phone, easily the top end phone for Verizon’s 4G LTE network and one of the best smartphones on the market. Full off contract pricing is an insane $799.99! Normal two-year contract pricing, as I said, is $299.99. But, in honor of 11/11/11, Amazon is offering it to new customers for only $111.11 with 2-year contract! That’s $188.88 off Verizon’s price for a phone launching today. Existing Verizon customers who are up for renewal can get it for $249.99. And if you want it without a contract you can have it for only $749.99 – ouch.

If you’ve been thinking of switching to Verizon, this is an incredible deal. You can get the top end Android smartphone for the cost of an entry level model. Don’t pass this up!

The latest television teaser is also pretty slick. Like past Droid commercials, it is more like the trailer for the latest action flick.

It runs Android 3.2 and has a 10.1? 1280×800 display, a 1GHz dual-core Nvidia Tegra2 CPU, 1GB RAM, 32GB of on-board storage, a microSD slot for up to 32GB more, 802.11b/g/n WiFi, 2MP front & 5MP rear cameras, Bluetooth, and HDMI output. It supports video capture at 720p resolution via the rear camera which you can playback on the HD screen or via HDMI. And it runs Adobe Flash, unlike the iPad.

The XOOM is definitely a solid tablet, and while the main downside is normally the price, with this deal that’s really not an issue. It is a lot of tablet for a decent price. I expect these to sellout quickly, so don’t hesitate.

These have a $129.99 MSRP, and sell on Amazon for $109.99, so you’re saving $40-$60. And these are new units, not refurbished.

It runs Android 3.2 and has a 10.1″ 1280×800 display, a 1GHz dual-core Nvidia Tegra2 CPU, 1GB RAM, 32GB of on-board storage, a microSD slot for up to 32GB more, 802.11b/g/n WiFi, 2MP front & 5MP rear cameras, Bluetooth, and HDMI output. It supports video capture at 720p resolution via the rear camera which you can playback on the HD screen or via HDMI. And it runs Adobe Flash, unlike the iPad.

The XOOM is definitely a solid tablet, and while the main downside is normally the price, with this deal that’s really not an issue. It is a lot of tablet for a decent price. I expect these to sellout quickly, so don’t hesitate.

This acquisition has spurred talk in some circles about TiVo’s fate. Why? Well, a number of people think TiVo is a candidate for a buyout. TiVo still has a poison pill to prevent a hostile takeover, but that is expiring in November. And even with the pill in place the BoD can accept a buyout offer at any time without triggering the pill. The pill just helps prevent hostile bids.

There has been speculation that Google could be a suitor. TiVo has a history with hardware, a successful DVR platform, and deals with MSOs. All things Google could use to beef up Google TV – but now all things they have in Motorola, only moreso.

On the other hand, TiVo is involved with patent lawsuits with Verizon (who uses Motorola HW) and AT&T (who also uses Motorola HW), having recently finally settled with Dish Network for $500 million. If Google feels that they may have a liability in these suits, it is possible that they would seek to have them settled as part of the acquisition. Possibly even buying TiVo in order to do so, along with acquiring their patents which could be useful for Google TV and Motorola’s own DVRs. Though I think that’d be a drastic step to take, they could likely settle with TiVo for less than the cost of a buyout. They’d really have to see value in owning the whole package to go that far.

Personally, while my dream marriage would be Google buying TiVo and integrating it into Google TV, I think that is much less likely to happen now that Google has MMI – on top of their recent SageTV acquisition. They’ll have everything they need to roll their own super STB in house once the Motorola deal closes.

On the other hand, if I’m Cisco, Motorola’s largest competitor in the STB market, I might be looking to beef up my product offering. Cisco and TiVo already work together – Cisco is providing the hardware for Virgin Media in the UK and ONO in Spain. So they have a solid track record. Cisco’s STB software has perhaps a worse reputation than Motorola’s, and offering a TiVo-based solution could be a real shot in the arm for them. Especially if Google does push Google TV onto Motorola DVRs.

Cisco also has a retail presence through Linksys, and increasingly under their own brand. They’re familiar with STB hardware, DVRs, retail, and TiVo’s software. They could conceivably add the TiVo Premiere, Premiere XL, Premiere Elite, and Preview to their STB lineup as is for both retail and MSOs. Motorola did something similar when they offered a couple of Moxi-based DVRs and the MoxiMate to MSOs. Those units were unlike any others in their lineup. That would be a rapid way for Cisco to offer a TiVo-based solution, and then they could incorporate the interface into their other STBs going forward.

Of course, that’s all pure speculation. Cisco seems to have little to lose in buying TiVo though. There’s nothing to upset the existing MSO deals in the US, or in most other countries. Most of the foreign TiVo deals are using TiVo developed or Cisco HW already. It could cause some friction with the DirecTV deal as that is using Technicolor HW, same for the Scandinavian deal with Canal Digital, but that could be addressed in contracts. And even if it killed the deals, I think Cisco could live with it. The DirecTV deal is approaching two years past due now and there’s reason to be skeptical about it ever coming to fruition at this point anyway.

I don’t think it would cause an issue for deals like the Best Buy Insignia TVs as there is no direct competition with any Cisco products. They’re complimentary, not competitive.

On the other hand it would give Cisco’s STB product line a boost when trying to land deals with MSOs against Motorola, especially if the latter gets Google TV.

In light of the Google-Motorola deal, as pure speculation, I think I’d consider Cisco the leading candidate to acquire TiVo at this point. I don’t necessarily think it will happen, just that if anyone did I’d put them in the lead.

As for other suitors that have been speculated on.

Apple – No way. They have a strong ‘Not Invented Here’ culture. TiVo is Linux based, Apple uses BSD, it’d be a major rewrite to bring TiVo over to iOS to merge it with Apple TV or the like. And Apple is all about providing content silos via iTunes, I’m not sure a DVR fits their plans.

Microsoft – Doubtful. MS is mildly allergic to Linux. They already have Media Center and successful IPTV STB software – AT&T runs on it. They also have the Xbox 360 for OTT content. Media center extenders are neglected, but still out there too. If MS wanted to get into the DVR business I think they’d roll their own based on their existing STB software before buying TiVo.

Rovi – Maybe. Rovi, formerly known as Macrovision Solutions Corporation, has several product lines, including software for set top boxes. If they had an inclination to get into DVRs and get onto more MSO boxes, they might do so via TiVo.

Dish Network or EchoStar – Doubtful. There was speculation that they may buy TiVo as a way to settle their long-running lawsuit. But now that they’ve settled the case I don’t see Dish or EchoStar having a good reason to buy TiVo. EchoStar already has one of the better DVR platforms out there, along with Slingbox, so they have little to gain in a buyout.

DirecTV – Doubtful. With the new DirecTiVo sliding further and further to the right, DirecTV hardly seems excited about TiVo. They already have a deal in place that covers TiVo’s patents, and they seem to be happy evolving their own DVRs. And they already acquired ReplayTV’s IP a few years back, so they have DVR patents of their own too.

I’ve seen other speculation – that NDS might buy them to kill the competition off or that Comcast (or another MSO) will buy them to monopolize the TiVo interface on their network, etc. But all of those seem even less likely to me.

Right now, I think Cisco would gain the most from acquiring TiVo.

Of course, then again, Cisco has been pulling back from consumer products, such as in shutting down Flip. So I might be completely off base.

But, like I said, this is all just speculation. It is fun to talk about, but I’m not going to put down money on any of these deals happening.

So, what do you think? What does the Google-Motorola deal mean for TiVo, if anything? Or who do you think might be a suitor for TiVo? Or do you think that’s backwards and TiVo is going to use part of their $500 million award from EchoStar/Dish to buy someone else? Or just grow organically?

Leave a comment with your thoughts!

Yes Android, smartphones, and patents are all key factors – but they’re not the only ones.

Google is acquiring all of Motorola Mobility, Inc. (MMI), pending regulatory approval of course. When most people think of Motorola they think of cell phones. And ‘Mobility’ certainly plays into that. But when Motorola split into Motorola Mobility and Motorola Solutions, mobile phones weren’t the only products Mobility got. The other major product line they have are cable products – set-top boxes, DVRs, CableCARDs, Tuning Adapters, and cable modems. Plus head-end systems for the MVPDs. Motorola Mobility is the top cable STB vendor in the US, and a leader in cable/IPTV hybrid systems as the sole hardware provider to both Verizon FiOS and AT&T U-Verse.

While Android is a focus for phones, remember that Google has a little Android-based product called Google TV. And just two months ago they acquired DVR software maker SageTV. SageTV’s products covered DVR and placeshifting, with cross-platform support and excellent UI design. While no plans have been announced, most speculation (my own included) has been that Google is looking to add recording and/or placeshifting to the Google TV platform. Google TV has failed to really catch on to date, with hardware partners Logitech and Sony slashing their prices on Google TV products.

Keep in mind that Android phones struggled for their first two years of life, until the Motorola Droid launched in late 2009 with Android 2.0 and really jump started growth. Later this year Google TV has it’s first big upgrade coming out, based on Android 3.1 Honeycomb, which will add apps, a new UI, and other features. Additional hardware partners are also expected to enter the market with the new version.

Now Google owns the largest set top box maker in the US. Motorola has hardware design and production expertise, not to mention all of their existing MVPD relationships. The one area they really get dinged on is their software. Rarely does anyone have anything good to say about cable STB software. But what if the Google TV OS is ported to Motorola STBs? MVPDs could offer their customers a glossy, polished UI with numerous over-the-top features. Roll in the SageTV capabilities and you have something that can power DVRs and placeshifting hardware.

Motorola doesn’t sell video STBs at retail, but they do sell cable modems. How about an STB which combines Google TV and a cable modem in one box? It might sound odd, but remember EchoStar/Sling Media was pitching a Slingbox/cable modem at MSOs a few years back. Since Google TV is all about OTT content, being the home gateway gives it the most direct access to the pipe, and therefore the best performance. It would also allow MSOs to offer a leased version with dedicated access to MSO-provided content that wouldn’t count against a data cap, etc. Just as Virgin Media does with their TiVo in the UK. Of course, there really isn’t much to stop Motorola from taking one of the cable boxes to retail as a CableCARD device if they wanted to, just as the TiVo Premiere Q/Elite is slated for both MSOs and retail.

With Motorola and SageTV Google has the ability to truly build a ‘God box’ which could serve as cable modem, DVR, placeshifter, and OTT STB. Again, very similar to VM’s TiVo play in the UK. All powered by Android in the guise of Google TV. If Google does go down this road, putting a Google TV-powered DVR on Motorola HW and marketing to MSOs, TiVo would face the biggest competition to date, IMHO.

Note that, aside from Android & smartphones, this is the one area Google CEO Larry Page explicitly called out in his announcement of the deal:

Motorola is also a market leader in the home devices and video solutions business. With the transition to Internet Protocol, we are excited to work together with Motorola and the industry to support our partners and cooperate with them to accelerate innovation in this space.

But that’s not all MMI makes – just look at their consumer products and commercial products. They not only make mobile phones, they also still make home phones. Google has been pushing the growth of Google Voice hard, adding calling features into Google Talk, Gmail, etc. What about a Google Voice phone for the home? They could compete with the likes of Vonage & Magic Jack, offering cheap – or, knowing Google, even free – VOIP phone service run through Google Voice. They could even make fancy units with touchscreens, powered by Android. And video calls through your Google TV, of course.

Let’s step away from hardware just for a moment, and look at software. In particular, remote control software. I don’t mean your TV remote, but software like LogMeIn or Citrix for remotely connecting to a PC or Mac. Or, to be more specific, I mean the Timbuktu Remote Control Software from Netopia. But who is Netopia owned by? Right, MMI – and now, therefore, Google.

Google recently added Citrix support to Chrome OS, but what if they could bake Timbuktu into Chrome OS and Android, and sell, or give away, the server piece that you install on your PC or Mac? Maybe give away single-user versions for end users, and sell multi-user corporate versions.

Suddenly all of those Chome OS netbooks and Android phones & tablets take on a new capability. Being able to connect to a PC, or central corporate server, to access software not (yet) available on Chrome OS or Android. Or simple to do heavy lifting tasks better suited to a beefier platform. Or just for remote control – operate the conference room PC from your tablet. It opens things up. Sure, you can do this today with third party apps, but if they bake the client in and make the server piece free, or cheap, it makes it ubiquitous and I’d bet usage would increase – along with sales of the client devices.

From software over to services, remember Google is starting their broadband experiment with a fiber network in Kansas City. And they’ve talked about, or tried to launch, WiFi and broadband services in other locations. Now they’ll own a top vendor of cable and DSL modems, as well as home networking gear. That certainly seems like a leg up for a company looking to get into broadband.

Getting back to hardware, Motorola also makes the Motonav line of GPS devices. There’s another opportunity for Android I suspect. And even without going that far, they can be closely integrated into Google Maps. Plot your map on Google Maps and send it to your device. Record your trip and upload it to Google Maps, etc. There seems to be a natural link there.

I’m not sure where Motorola might fit in with Google’s announced plans for Android@Home, but I have a feeling there is a connection there. MMI acquired home automation company 4Home last year. MMI makes various consumer devices as I listed above, and they have a retail presence and name recognition. I could see Google capitalizing on that to launch Motorola branded Android@Home devices and bring the 4Home features into an Android@Home suite.

Of course, there is also their accessory business to go with all of their other products. And a few product lines that might not be a direct fit for Google, like Bluetooth headsets, two-way radios, and even baby monitors. Still, they’re further evidence that this is about more than Android smartphones and patents.

Of course, that’s not to downplay the smartphones and patents, I believe they were the largest single factor in this acquisition. But I think Google could’ve licensed, or purchased, the mobile patents for much less than $12.5B. Or they could’ve bid for just the smartphone group and not the whole company. Yes, it is possible that they’ll spin off other pieces once they close the deal, but I think they grabbed the whole enchilada because they can exploit a number of different groups.

If I had to single out just one key issue in this deal it would have to be patents. MMI holds approximately 17,000 patents in the mobile space alone, with another 7,500 pending. Remember last month when Apple, Microsoft, Research in Motion, Sony, Ericsson and EMC teamed up to buy 6,000 Nortel patents for $4.5B? Google just grabbed four times as many patents & patents pending for less than three times the price – and acquired a few thriving business lines in the process as a bonus. I don’t expect Google to go off suing other vendors as an offensive measure, but you can be damn sure they’ll be using their patents defensively if anyone comes after Android. And now they have a pretty big stick.

As far as Android smartphones go, it isn’t as clear cut as it may seem. Google cannot afford to show favoritism to Motorola and upset their other Android partners. As I covered last month, in the US HTC sells more Android phones than Motorola, with Samsung gaining from third place. And worldwide Samsung is the leader in Android phones. Asus has the top selling Android tablet with the Eee Pad Transformer, while Motorola’s Xoom has seen tepid sales at best, overshadowed by the likes of the Samsung Galaxy Tab 10.1.

The point is, Google can ill afford to upset their other partners and have them leave the Android fold. HTC & Samsung both produce Windows Phones as well, and Samsung has their own, in-house OS: Bada. Samsung has done a lot to bring custom apps to their Android devices to enhance them, but they could turn those resources toward Bada if they felt they weren’t getting a fair deal with Android. While Windows Phone is an option, it may not be more appealing than Android now that Microsoft has all but acquired Nokia and has already committed to giving them more freedom with Windows Phone than the vendors using it today. They’re already playing favorites, while Google is promising not to:

This acquisition will not change our commitment to run Android as an open platform. Motorola will remain a licensee of Android and Android will remain open. We will run Motorola as a separate business. Many hardware partners have contributed to Android’s success and we look forward to continuing to work with all of them to deliver outstanding user experiences.

But there are other options. HP has floated the idea of licensing WebOS to other vendors. Or someone could pick up an existing project like MeeGo and move it forward. So Google has to tread carefully. They can’t turn Motorola into their private skunk works, giving them access to insider knowledge not given to other partners. Nor could they prioritize changes to Android that benefit Motorola unfairly compared to changes requested by other vendors. And, worst of all, they don’t want to risk a massive schism with someone like Samsung taking Android and forking it completely away from the Google trunk.

Of all the divisions Google just acquired, I think they can least integrate smartphones. It is the one piece they really need to keep at arms length to avoid upsetting other partners. They may need to show some caution with Google TV, as they have partners for retail devices, but they could easily do that by keeping any Motorola Google TV products out of retail and marketing them solely to MVPDs. That would leave retail to their other partners.

Google’s position isn’t an easy one. Frankly, the historic record isn’t a good one. They’re facing many of the same issues as Palm did back in the day, or Nokia with Symbian. Trying to produce hardware using an operating system that you are also licensing to other vendors whom your hardware competes with. Palm had a period of success with licensees like Sony, Handspring, Handera, Symbol, Lenovo, Samsung, Qualcomm/Kyocera, Tapwave, etc. But over time, as Palm expanded their product lines, friction developed with their licensees.

Once Palm acquired Handspring, bringing the Treo line in house, that really drove away their remaining licensees. Many of whom turned to Windows Mobile as the only real alternative at the time. Palm tried the disastrous split into PalmOne and Palm Source, but that really didn’t do much to satisfy their partners.

Nokia had a similar history with Symbian, which was technically not entirely owned by them but de facto they really controlled it. Sony Ericsson and Motorola were the two big licensees, but they also had Samsung, Lenovo, Fujitsu, etc. Nokia finally acquired full ownership of Symbian so they could spin it out as its own open source group, in an attempt to make it more appealing to other partners. But it was too little, too late – and rather than attract more vendors, they lost those they already had. (Mainly to Android.) Nokia eventually gave up and pulled Symbian back in house – before finally giving it up entirely for Windows Phone.

Google needs to avoid a similar fate with their partners. Hopefully they can find the right balance to pull it off.

Apple is the HW vendor with the largest single share, as they’re the sole maker of iPhones an thus claim 28% of the market in HW. HTC and RIM are tied for the second spot with 20% apiece. HTC’s 20% is split – 14% from Android and 6% from Windows phones. If the trends continue HTC will probably push RIM into the 3rd slot in HW very soon, if they haven’t already. Motorola claimed 11% of the HW market, and Samsung 10% – split 8% Android, 2% Windows.

As RIM continues to decline this is really turning into a two horse race between Android and iOS, with Android continuing to grow at a faster pace. It may be a while before any single Android HW maker overtakes Apple though, if it happens.

Nielsen via Engadget Mobile.

Verizon had previously started allowing self-installs. With the August first deadline looming, will the other major players roll out self-install support on time? Will the rest of the MSOs wait until the last minute? Have you spotted any of them rolling out CableCARD self install support already? If so, let me know!

How things can change in a year.

For the second quarter of 2011 the iPad’s share of the market dropped to 61.3%, while Android tablets had clawed their way up to claim 30% of tablet sales. You might’ve noticed that, jointly, they claimed 91.3% this year – but 96.9% last year. So where did the rest go? Well, coming in at number three, Windows tablets claimed 4.6%. Yes, Windows tablets. What about RIM’s PlayBook, which launched during the quarter? It managed a measly 3.3%. These figures are according to a study by market research firm Strategy Analytics.

We’ll have to see how they all fair this quarter, and we have a new entrant in the fight, the HP WebOS Touchpad. But the wave of Android tablets also continues to build. The best selling Android tablet, and second best selling tablet overall, the Asus Eee Pad Transformer could’ve sold even more if not for supply issues. Asus seems to have ironed out the issues, and the supply of Transformers has already begun ramping up and will continue to do so. The T-Mobile G-Slate (aka LG Optimus Pad) shipped just before the end of the last quarter. The Toshiba Thrive has just launched.

The Samsung Galaxy Tab 8.9 is slated to launch next month, sliding in between the 7 and 10.1 inch models, giving consumers more choice. Lenovo has just announced the IdeaPad K1, aimed at consumers, and the ThinkPad Tablet, which is aimed more toward business users – right at the RIM PlayBook. The delayed Cisco Cius, also aimed at businesses, will ship at the end of the month. Archos has a couple of models pending, Vizio has their tablet, etc.

The reality seems very different from the impression you’d get reading articles about the tablet market. From the articles you’d think that everyone wants an iPad and no one is buying anything else. Sales of Android tablets have been weak, makers are even considering pulling out of the market, it is all doom and gloom. Android Honeycomb, the first version of Android optimized for tablets, only released in late February with the Motorola Xoom. That’s when the Android tablet market kicked off for real.

Remember how dismissive articles about Android phones were in 2009 – right up until the Motorola Droid hit the streets with Android 2.0? In the year and a half since then which mobile OS has taken the top spot in sales? It’s been less than five months since Honeycomb hit the streets. 30% of the global tablet market. Let’s see what things look like at the end of the year, by which time Ice Cream Sandwich will be out too.

Report figures via Boy Genius Report.

A new raft of FCC regulations, originally published October 14, 2010, go into effect August 1st, 2011. One of those new requirements is that MSOs provide their cable subscribers with tuning adapters that support a minimum of four content streams:

To address the problems with tuning adapters identified by commenters, the satisfactory access standard will require cable operators to ensure that retail devices are able to tune at least as many switched digital channels as that operator’s most sophisticated operator-supplied set-top box or four simultaneous channels, whichever is greater.

Multi-stream CableCARDs (M-Cards) support up to six content streams, but this doesn’t help users of the Ceton InfiniTV 4 Digital Cable Quad-tuner Card or the Moxi 3-Tuner DVR, and it wouldn’t be good news for the pending TiVo Premiere Elite 4-tuner DVR, for users with Switched Digital Video and tuning adapters that limit them to two streams.

You didn’t know? Even though M-Cards support six streams, tuning adapters first shipped with support for only two. A while back Motorola updated their tuning adapter firmware to support six streams, but Cisco has been dragging their feet. But it seems, with just two weeks left before the deadline, their finally rolling out new firmware for their STA1520.

There are more goodies from the FCC:

• If the MSO allows consumers to self-install anything, such as cable modem or cable box, then they must also allow CableCARD self-installs on 8/1/2011. No more truck rolls! (If they don’t allow any self-installs, they still must begin allowing CableCARD self-installs on 11/1/2011.)
• MSO’s must provide M-Cards starting 8/1/2011 – they cannot provide S-Cards unless specifically requested.
• If the cable company is doing the CableCARD install the installer must show up with at least the number of cards in the order, and they must be working cards.
• The same fee must be charged for a CableCARD whether it is used in a consumer provided host (such as a TiVo) or an MSO provided STB, starting 8/1/2011.

There is more in the FCC document.

Hopefully the new rules will lead to improvements for consumers, and lower costs – no more need to pay for an installer to stick a card in your TiVo and call in the numbers.

Cisco TA Firmware news spotted via EngadgetHD.

No, I haven’t lost it, product names have just gotten a bit silly. I’m talking about Android tablets. Let me say right now that I’m both a user and fan of Android. I picked up an original Droid at launch and that’s what I’m still using – albeit rooted and running Cyanogenmod 7.1-RC1. It isn’t a religious war for me – iOS and WebOS are fine operating systems. (I’ve never played with the QNX-based TabletOS RIM is using on the Playbook, but I have used Blackberry OS and actively dislike it.) But I have a decent investment in Android apps (yes, I pay for apps – the stereotype that Android users don’t buy apps really bugs me), and it just doesn’t make sense to me to use another OS on a tablet. Plus I just plain like Android so why switch? So don’t suggest the iPad, etc. Thanks.

Anyway, I decided a while ago to get an Android tablet, but to wait for Android 3.x Honeycomb. I don’t have a pressing need for one, mainly technolust for a new toy, so there was no reason to rush out and buy one. I decided not to pick up a Motorola Xoom because I tend to avoid the first in any product family to let them work out the bugs, and the pricing was kind of high. I also figured there would be interesting options coming later – and I was right, there are. A friend of mine has a Xoom and I’ve played with it. It is nice, but I still think some of the newer options are better.

So now the Asus Eee Pad Transformer, Samsung Galaxy Tab 10.1, and Toshiba Thrive are all out, or coming very soon. The Galaxy Tab 10.1 looks great, very thin and light, but to get that Samsung cut a lot – no USB & HDMI ports, no expandable storage (no SD/microSD), etc. You basically have to do everything via their proprietary docking connector – very iPad. I don’t want to be that limited, so that’s out of the running.

The Transformer is the one I’ve been eyeing for a while, just waiting for supply issues to get worked out so they’re a) in stock and b) not overpriced to rip off impatient suckers. The Transformer has some nice features, but the most notable is the keyboard dock which basically turns it into a netbook. The tablet itself has a miniHDMI port and a microSD slot. No USB ports on the tablet, but another proprietary 40-pin docking port with a cable for USB and charging. I’m a little unhappy about the dongle for USB again, but that’s starting to feel inescapable. But the miniHDMI and expandable storage are a plus. And the keyboard dock adds two full-size USB ports to connect other devices and a full-size MMC/SD/SDHC/SDXC card slot.

So I was thinking of finally ordering this, as pricing has settled down, but decided to check what else is out there – and saw the Toshiba Thrive.

Like all of these, it has the same processor (NVIDIA Tegra 2), same display size and resolution (10.1” 1280×800), same OS (Android Honeycomb 3.1 (the Transformer shipped with 3.0 but has an update)), front & rear camera (front camera is 2.0MP to the Transformer’s 1.2MP, 5MP rear on both), 1GB RAM, 32GB storage (I’m comparing 32GB models, both also have 16GB, and Thrive has an 8GB model), 802.11b/g/n, Bluetooth 2.1, etc. The Thrive also has a full size MMC/SD/SDHC/SDXC card slot right in the tablet, and generally all of the features of the Transformer – except it doesn’t have a keyboard dock.

But the Thrive has some unique features too. It has a full-size HDMI port, not miniHDMI, so you can use any standard HDMI cable. It has a full size USB port and a miniUSB port right on the tablet, to act as a USB host device for cameras, etc. No dongles needed, no need for a dock (like the keyboard on the Transformer to get the USB ports & full-size memory cards). The entire back of the Thrive is swappable for different colors, designs – and, more importantly, to provide access to the swappable battery, the only one on an Android tablet. There is a dock connector, and charging appears to be via the dock or the dedicated power port. Just no microUSB charging on these tablets I guess. That would be nice since that’s what phones use and one charger could handle both. Though with the USB port on the Thrive maybe I could charge my phone from it via USB while it charges from the wall.

The Thrive also includes Swype, which I love on my Droid, and has some nice included extras like a file manager to handle the SD & USB mass storage devices, and a printer utility to allow it to easily print to printers via WiFi (the USB port doesn’t have printer drivers it seems), and the USB port apparently handles standard USB keyboard & pointer devices. Though I’d expect Bluetooth to work as well.

While the Thrive is a bit more expensive than the Transformer, tablet to tablet ($580 vs. $480 for 32GB models), the Transformer’s keyboard dock is $150 and up, so even if I buy the $60 multimedia dock for the Thrive (USB, HDMI, audio, and power connectors), the Thrive is competitive on price overall.

I don’t know, I thought the keyboard would be cool and useful to have, but then again I bought my Droid thinking I’d use the keyboard a lot – and now I’m planning to get a touchscreen-only phone on my next upgrade as I ended up using the keyboard less and less, until I didn’t use it anymore (especially once I had Swype). And having all of the ports right on the tablet is very convenient, as well as having the option to have a spare battery. I thought I’d made up my mind, but now I’m re-thinking my choice.

So right now I’m kind of leaning toward the Toshiba Thrive, but what do you think? Am I missing out on something critical with the Transformer – or the Xoom, Tab, or anything else? (Again, please don’t try to sell me on iOS, WebOS, etc. Really, that decision has had all due consideration already.) Of course, there are also rumors of an Amazon Android tablet coming this fall, but if I keep waiting for the Next Big Thing I’ll never buy anything! There is always a Next Big Thing just around the corner.

I still have a small grudge against Toshiba over their back of HD-DVD, but I should probably finally let that go. After all, they got whupped but good.

And I have to start thinking about replacing my Droid, I’m up for renewal this month. I’m tied to Verizon through work, so only phones on their network qualify. I definitely want LTE support, dual-core processor, and a good size screen – qHD would be nice. The Droid Bionic drops soon, but the rumored Nexus Prime sounds like it could be quite the phone, and there are a few other options out there. I’m just starting to look at those.

So if you have any Android tablet thoughts, leave a comment. Especially if you have one and want to share your experience.

We first heard about an OCAP SDK from Motorola last June, but haven’t heard much since then. In the meantime there have been a number of changes, not the least of which has been the rebranding of OCAP as tru2way, as well as a number of CE vendors signing the tru2way MOU with CableLabs. Tru2way really has a lot of traction now and we should see a number of tru2way products on the market by mid-2009.

Well, according to Media Experiences 2 Go Motorola has finally released the SDK to tru2way developers. ME2G has a Q&A with Motorola’s Frank Goddard, and there is a product fact sheet PDF available as well. Tools like this will be a major factor in building a successful tru2way ecosystem.

As recently revealed, the new 9.4 TiVo update includes Tuning Adapter support, so TiVo users will be ready for the TAs as soon as the cable MSOs make them available. As Bright House, Cox, Time Warner, and others all implementing SDV, the TAs will be increasingly important. Pricing for customers is not yet known, except for Cox which announced plans to provide the TAs to their customers free of charge.

As we’ve known for a while, the Motorola TA looks just like their DCT700 cable box. It is a very simple device with only five connections – coax in, coax out, USB, a diagnostics port, and power. In the demo it is connected in series with the TiVo HD cable into the MTR700, then out of the TA into the TiVo, and the USB connection to the TiVo. Ben reports that it works perfectly, tuning SDV channels transparently with no apparent delay compared to linear channels. He also says it should be available to cable MSOs in July, as I previously predicted, but no firm details on consumer availability or pricing yet.

All in all it sounds like good news. Maybe Ben can see if Cisco has their STA1520 on display as well.

Like Motorola’s MTR700, Cisco’s STA1520 will be demo’d at the upcoming Cable Show, and it will be part of the Wave 60 certification process with CableLabs, so it too could be available by early July.

Via Light Reading’s Cable Digital News.

The HDTiVo Blog picked it up from there (which is where I found the link to the HD GURU post). Gizmodo also picked up the story, though I have a nit to pick:“Our friend Gary Merson, the HD Guru, has uncovered an issue that may soon piss you off.” Uncovered? Gizmodo hasn’t been paying attention, blogs such as this one, Zatz Not Funny, and others have mentioned the SDV issue and Tuning Resolver repeatedly for quite a while now. Just one example, the issue with Bright House cable pulling channels, and then returning them. This is hardly a surprise issue if you’ve been paying attention. And, unfortunately, Gizmodo repeated the errors from the original post.

Anyway, CableLabs responded to Gizmodo’s original post, and Gizmodo shared the information in a follow-up post. I’m glad a statement came out of it to help clarify things a bit, and correct the misconceptions.

Over at Zatz Not Funny, Dave Zatz chimed in on the SDV Tuning resolver issue as well. Including a link to the most solid, and best, news to come out of the whole thing, at Media Experiences 2 Go. Mari Silbey of Motorola reports that Motorola’s Tuning Resolver implementation, now officially the MTR700, has sailed through CableLabs interoperability testing ‘with flying colors’. The next step is CableLabs certification testing with product submission in April in preparation for the certification board meeting in June. So, presuming the device gets certified, it will be ready at the end of June. Which means it would be very unlikely to make the 2Q2008 release schedule, but will probably be available in early 3Q08. Motorola will be exhibiting the MTR700 at The Cable Show in New Orleans in May. While it may not seem that way to those awaiting a solution, the development of the Tuning Resolver has been extremely fast for a new piece of hardware. The cable industry is really fast-tracking development to get the Tuning Resolver out there as fast as possible. Now it is up to the consumer electronics industry to provide compatible firmware for CableCARD devices with USB ports. (TiVo is, of course, already on board.)

Back in November when the Motorola Tuning Resolver was first revealed, it was noted that it strongly resembled their DCT700 cable box. The MTR700 model number seems to indicate the commonality is more than cosmetic.