Is it an analysis or rant? Looks like JG is more annoyed with the fact that GOOG got patent portfolio than credible threat to iPhone with possible all integrated Moto based Android devices.
He is absolutely wrong on whole "patent wars" issue. Of course GOOG is showing its "big brother" attitude time to time but his beloved AAPL is not clean either. This holier than thou attitude sucks!
Moto may be "second-rate" mobile maker. They may be in loss. GOOG is not stupid to shell out 12B "just" for patent portfolio. Always remember GOOG thinks ahead of everyone. People were criticizing GOOG when they made Android open and free. They were criticizing about paying too much money to YouTube (which is on fire now). GOOG is definitely smarter than Gruber.