Yes, i'd be very surprised if Google did not get a settlement done versus letting this thing drag out in the courts.  The potential of an injunction just makes it all messier and uglier for sure. JB

Google and Arris have a pretty good idea of their maximum liability. TiVo has now established some pretty clear parameters with Dish, AT&T, and Verizon settlements on reasonable and non-discriminatory licensing for the '389 patent. I think the ability to force an injunction still exists for TiVo if Moto/TWC won't agree to the parameters established in the other cases. The court, IMHO, would frown on this actually going to trial - hence the reason that Judge Gilstrap has mandated mediation in the case. 

Synergies usually are no more difficult to find than Bigfoot. And they are usually no more difficult to execute than teaching Bigfoot how to tap dance. Bright side times two!

They're doing their jobs. We would do the same.

The bigger question, harder to ask, is the one about swallowing a company this size. Synergies don't happen until after that part's done. To be fair, I don't think there's a satisfactory answer Arris can give here right now -- they'll just have to go and do it.

It bordered on obsession... So, is it bigger than a breadbox? Am I getting warmer or colder? You get the idea.

We'll have more on this, but the execs with Moto and Arris sweet talked about the synergies and complementary product lines... Yes, there are some nice gap-fillers to help complete the picture, but there are overlaps galore that Arris will need to sort out posthaste.

And this deal is like nothing Arris has attempted...basically trying to swallow a company that's like twice its size.

JB 

If they spent so much time on this question, then the other concerns must be smaller, right? (Maybe.) (Sort of.) (OK, not necessarily.)