Analyst: As few as 15,000 XOOMs sold; Motorola’s survival at risk

In his latest note to clients Global Equities’ Trip Chowdry “estimates that Motorola has sold somewhere between 15,000 and 120,000 Xoom tablets — hardly a propitious start for a company he perceives as being on the ropes,” Philip Elmer-DeWitt reports for Fortune.

“The successful launch of the iPhone on Verizon, he writes, has ‘taken the wind’ out of Android’s sails,” P.E.D. reports. “The Google app store is ‘a disaster.'”

P.E.D. reports, “Honeycomb, the operating system on which Motorola has hitched its wagon, is ‘incomplete,’ ‘unstable,’ has a ‘poor UI’ and is basically ‘dead on arrival.'”

Read more in the full article here.

MacDailyNews Take: XOOMs. Xanax Overdose Obviously More stimulating.

[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]

Related articles:
Anatomy of failure: Mobile flops from RIM, Microsoft, and Nokia can’t compete with Apple’s iPhone, iPad – April 23, 2011
InfoWorld reviews RIM BlackBerry PlayBook: A useless, unfathomable train wreck – April 21, 2011
Analyst cuts forecasts for Motorola on disappointing Xoom, Atrix sales – April 5, 2011

59 Comments

    1. To this day I have NEVER seen a Zune in the wild, nor know anyone who was dumb enough to buy one. Only looking forlorn in a Best Buy display case. Heh.

  1. MOTO don’t get it and I suspect MOTO will NEVER get it. Steve Jobs and other execs repeatedly said Apple care about user experiences more than spec. If MOTO want to complete (or copy from) with Apple in any meaningful level, MOTO should start to build a whole new “user experience” from the ground up –> better mobile OS, Apps Store, support network…etc.

    It is very unfortunate to see once a tech powerhouse drop to almost no-body-care tech ant.

    1. The entire problem with Motorola is that it is a hardware company and the industry has moved beyond pure hardware features to sell phones. Software is king, and if you don’t have a good OS to build off of (just ask RIM), then you’re DOA. For Motorola to survive (and I hope it does being a historically good and innovative American company), it MUST develop an OS to rival iOS. Probably won’t beat it, but at least Motorola can become an alternative for those who don’t want an iOS device (all those crazy people out there).

  2. With all the screaming about how stupid analysts on this site are I can’t believe for a moment anyone would actually listen to this guy!

    I sure don’t buy what he is saying, not so much about moto. They make solid phones but they do little to make android look attractive on their devices.

    I think the guy is high as a kite when it comes to the Google Marketplace however.

    A disaster? Hardly! I had an iPhone (2nd gen), and I have an HTC droid (Android 2.2 Froyo).

    Here is what is sweet about the Android Marketplace. You don’t need to be ‘connected’ to your computer to use it.

    In fact that was the first thing that I noticed when I switched to a droid, I literally did not *need* my computer in any form or fashion to make the device fully functional.

    I can be anywhere at anytime and decide I want a new app for my phone and its fully functional (provided I have some kind of cell signal of course!).

    I have no idea WTF phone this guy has been using but I was in love with my iphone when I got it and honestly, if HTC keeps producing Android devices like my Droid Incredible I’d be hard pressed to tempted back to the iPhone side (unless Apple pulls something really bad ass out of the hat of course).

    I have used Android 1.6, 2.0, 2.1, 2.2 and 2.3.

    1.6 was OK, 2.0 showed real progress. By 2.2 the OS was rock solid and *there*. 2.3 builds on 2.2 even more with various updated system components.

    I can’t comment on Honeycomb as I have not used it yet. It very well could need some serious work for all I know.

    I think instead of trusting an *analyst* I’m going to listen to someone with a little more experience in the market.

    How about a guy like Steve Jobs?

    Lets see… Steve goes on a rant during a Q4 2010 earnings call. From what I can see the guy can’t talk about mobile without mentioning android or taking shots at google’s mobile efforts. I mean he brings it up often.

    I don’t know but to me a guy like Steve Jobs wouldn’t be shook up over a mobile OS if said OS was not serious competition. I surely can’t remember the last time I heard Steve mention WinPhone 7!

    Analysts and people can keep running their mouths over Android all they want. I can safely say that for me its done everything my iPhone did and I find it a joy to use. I don’t even need my computer for anything with this mobile OS. I love it.

    The other thing I love about Android is precisely what so many people who can’t bring themselves to actually evaluate the iphone say is a weakness, and that is that I have a choice of many different phones that run android. That is awesome!

    To me the iPhone is like the Model T and like Henry Ford said you can get one in any color as long as its black. That is basically the mentality of Steve Jobs. A visionary no doubt (so was ford) but seriously there is more to technology than limiting myself to just what he thinks I need.

    btw this just happened to be posted from my mac so please refrain from any claims that I’m anti-apple cause that’s bullshit.

    I buy what works for me and love my little mini as much as my droid.

    1. Dude, I haven’t the foggiest idea what you’re talking about here. When I want a new app on my iPhone, I don’t need my computer. I just get it from the app store. What the hell are you talking about?

            1. WTF?!? What is it with you people? Can’t you put your infantile Obama obsession aside for just a few minutes while you peruse an ostensibly tech site? Are you so freakin’ insecure and paranoid that every single subject and every comment somehow gets related back to Obama or the Dems?

              Get a friggin’ life.

    2. Dude,
      Really… really?

      Do you think we can’t tell you are full O’ Poo?
      No one who actually owned one would call the 2nd generation of iPhone a “2nd gen” iPhone

      It was the 3G. If you are going to make shit up to attempt to make you self more credible (and less of an idiot freetard) at least get the vernacular right.

      -Big fail-

      And BTW how big an idiot do you feel like now that the truth has been uncovered- that Apple does not collect or store user location data but droid does…. and then transmits it back every couple hours????

      1. “No one who actually owned one would call the 2nd generation of iPhone a ‘2nd gen’ iPhone”

        Good call – that’s something to look for when reading comments, blogs, etc…

    3. I’m a Mac guy from way back in the 80’s Dude but hey, you’re speaking to an audience comprised of mostly fanboys living in their mom’s basement. I love my iPhone but remember this is made by a company that also makes the software. The same company that again this year had a phone that could NOT handle the time change! Can you imagine the screaming that would go on if it were a Android or Microsoft phone? Fanboys. What a joke.

    4. Great rant. The only time we need a computer is when we need to upgrade the iOS. Otherwise the computer is not necessary for anything else. While you see choice of all kinds of different hardware as a plus, I see it as a big minus. I love being led by the nose to buy only one model of each device – iPhone, iPod Touch & iPad every year. Keeps it simple and I can depend on Apple & its developer community to deliver software that will take maximum advantage of each new year’s hardware. I don’t like the fragmented hardware sphere Google allows. I’d rather follow Steve’s vision of limited choice for maximum power integration.

      1. Actually there is one other time you need a computer which is when you first buy an iPhone or iPad. In fact you don’t just need a computer, you need iTunes installed on it. I don’t see what the problem is, but for some folks (I tried to talk one down just last week) the sense of having to enter the whole Apple ecosystem at once is too much and they freak out (to them, iTunes is a pointless hoop for the user and only about Bad Apple’s monopolistic tentacles, and the iPad should “just work” from the moment you buy it w/o plugging into iTunes. Like I said, not a big deal to me, though they may have a point).

    5. Mr. Dude,

      You are simply NUT’s!! Oh if only I could get you alone for two minutes.

      Remember, it’s the HTC’s, Motorola’s, Samsungs’s, Nokia’s and the RIMM’s that want be like the iPhone. Not the other way round!

      1. The personal handshake from Eric Schmidt. And also diploma, signed by brin/page for being victim and eternal beta tester for android OS.
        I’m watching android users around me and they all got one thing in common: they like to be tortured by the gadgets. And then they torture them back. And vice versa.

    6. “I have no idea WTF phone this guy has been using but I was in love with my iphone when I got it and honestly, if HTC keeps producing Android devices like my Droid Incredible I’d be hard pressed to tempted back to the iPhone side (unless Apple pulls something really bad ass out of the hat of course).

      I have used Android 1.6, 2.0, 2.1, 2.2 and 2.3.”

      I gather that you work in a mobile phone store and you get to “use” rather than have to “buy” all those models you got to gain so much “experience.”

      As such, I don’t blame anyone in your position. You obviously get them for virtually nothing.

      “Analysts and people can keep running their mouths over Android all they want. I can safely say that for me its done everything my iPhone did and I find it a joy to use.”

      “Everything?” Impossible!

      Aside from the fact that they are all darn good at voice communication, I guess you don’t have any need for a smartphone like the iPhone that has something that none of “others” have, i.e., a “choice” of apps.

    7. You don’t need a computer to load apps from the App Store either, Dude. Only for upgrading the OS, which isn’t required unless you want new features.

      Also note, that any iPhone which meets the system requirements can upgrade iOS. The same is NOT true for Android phones, because you need carrier permission, or the update made available by HTC, Motorola, etc.

      Finally, I guess you don’t care about backing up your Droid’s data and apps? Hate to see what you have to go through when your Droid crashes, or gets dropped in the pool, or stepped on, etc. For me, I get a new iPhone, plug it in to my Mac, and restore all my data thanks to my automatic backup when I sync.

      Seeing as I sit at my desk working during the day, it’s actually an advantage to have my iPhone plugged into my Mac. Charges the battery, backs up my data, and it’s right there anyway.

    8. “With all the screaming about how stupid analysts on this site are I can’t believe for a moment anyone would actually listen to this guy!”

      We only scream about how stupid analysts are when their “analysis” is contradicted by reality. Like if some analyst said Apple is only selling 3 iPads a day, then we’d know they’re full of shit because there’s a wealth of evidence showing that to be wrong.

      But where’s the wealth of evidence showing Trip Chowdry to be wrong when he says the Xoom is a flop? There doesn’t seem to be any. Infact, most evidence about the Xoom indicates that, yes, it is a flop.

      So Trip’s analysis is kind of supported by reality, not contradicted by it. Same goes for what he says about Google’s app store and Honeycomb.

      Also, you’ve never owned on iPhone or used the App Store. You’re lying about that. Your completely made-up shit about how an iPhone has to be connected to a computer to use the App Store proves it. So let me do a little analysis of my own: there’s a 99% chance you’re lying about owning a Mac, too.

      Oh, and you think Steve Jobs wouldn’t be shook up over a mobile OS if said OS was not serious competition? WARNING! WARNING! MASSIVE LEVELS OF IRONY DETECTED!

      Steve Jobs isn’t the one hanging around on an Apple site posting long, semi-incoherent rants about why Android and the HTC Droid are both just TOTALLY SUPER AWESOME and better than that silly old iOS and iPhone. Somebody sure is shook up over a mobile OS here, but I don’t think it’s Steve…

    9. Why do I so not believe you ever owned an iPhone? Because the BS you spout shows you don’t know how an App is purchased an downloaded on one. You’re an Android troll. 100%

  3. @dude

    I don’t need a computer to use the App Store with either the iPhone or iPad. However, the computer allows (1) a regular backup to be made of my phone, (2) phone OS update, and (3) complete restoration of my old apps and settings following a hardware upgrade. Are any of these advantages even possible with Android?

  4. Xoom’s marketing campaign is costing Mororola a fortune with little return. Doesn’t bode well for them. Who wants to invest in this company now. Its going to be a very steep road ahead. Maybe if they stick to low-end of the market they can find more success.

  5. Apple loves all the rubbish droid pads since they show how not to do things. It give customers perspective in a way Apple does not even need to comment on it.

    Apple will fight when needed – when serious competition enters, Apple will slap them with IP theft regarding their software.

  6. My take is: There is no ‘tablet-market’
    People don’t want ‘tablets’, they want iPads. This time most people are aware that the iPad is the -only- real thing. Nobody even uses the word ‘tablet’. The word is ‘iPad’ and there’s only one.

  7. I do know someone who bought a XOOM. When I asked her why, she said she didn’t want to wait around until she could get an iPad (I’m guessing she didn’t want to order it online, either.) She added that she has an Android phone and she feels comfortable with it. I watched her play with it for a few seconds, and my initial impression was “God, this thing is ugly.” Seriously, if somebody gave me one, I’d give it right back. But Apple does seem to be losing at least some sales right now due to lack of availability.

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