Global Equities的特里普•乔德利最近恐怕与零售商和开发者交流得太多，在最新致客户的报告中，他可谓直言不讳。

    乔德利预计摩托罗拉移动（Motorola Mobility）已售出大约25000至120000台Xoom平板电脑。他认为对于仍处于困境中的摩托罗拉移动而言，这不是个好兆头。

    乔德利表示，威瑞森版（Verizon）iPhone的成功发售让Android势头锐减。谷歌（Google）应用程序商店是“一场灾难”。摩托罗拉所采用的蜂巢（Honeycomb）操作系统是“半成品”、“不稳定”、“用户界面差劲”、基本“见光死”。

    总而言之，摩托罗拉将苹果和Research in Motion“选为竞争对手”是错误的。乔德利建议，摩托与其试图在软件上进行创新，“不如有选择地利用专利诉讼攻击其它Android手机设备制造商。”

    乔德利的提议不免令人沮丧，为了支持这一看法，他展示了一份图表。图上标明了哪些公司具备专利防御能力，而哪些公司会“任人宰割”。

    译者：项航

    There's some pretty blunt language in the latest note to clients from Global Equities' Trip Chowdry, who may have been spending too much time talking to retailers and developers.

    He estimates that Motorola Mobility (MMI) has sold somewhere between 25,000 and 120,000 Xoom tablets -- hardly a propitious start for a company he perceives as being on the ropes.

    The successful launch of the iPhone on Verizon (VZ), he writes, has "taken the wind" out of Android's sails. The Google (GOOG) app store is "a disaster." Honeycomb, the operating system on which Motorola has hitched its wagon, is "incomplete," "unstable," has a "poor UI" and is basically "dead on arrival."

    All in all, Motorola's "competitive fixation" on Apple (AAPL) and Research in Motion (RIMM) is misplaced. Rather than trying to innovate on software, Chowdry suggests, "selectively attacking with patents other Android phone OEM's is a better strategy."

    In support of that depressing proposition, he posts the chart above, showing who has patent protection and who is ripe for "full attack."