MediaPost Publications Motorola Deal Means Google Controls Digital Pipeline 08/29/2011:

"The real money is in controlling the digital pipeline to smartphones and home TVs. These are the current "dumb pipes" that the CellCos and ISPs deliver. With the acquisition of Motorola, Google has access to the set-top hardware technology to make those dumb pipes a lot smarter. And make Google a lot richer.

Here's how I see it working.

For years, the ability to target ads perfectly to the right consumer has been the much-promised holy grail for marketers. They will spend big bucks in an effort to target their message more efficiently. Comcast and the other cable companies have failed (read Canoe) to find a way to allow custom-served ads to find their way to consumer TV."