Will it sell?
In a note today, RBC analyst Mark Sue estimates that Motorola could ship 750,000 CLIQs in the fourth quarter. That’s pretty good, and could represent about $200 million to $300 million in revenue. (Revenue that Motorola probably wouldn’t see otherwise, given its lousy smartphone lineup to date. And hopefully at a decent margin.)
For instance, RBC’s Sue estimates that Motorola will ship 14 million phones during Q4, suggesting that the CLIQ will represent just 5% of its unit sales. The rest is stuff that Motorola mobile phone CEO Sanjay Jha is probably less proud of. (Meanwhile, rivals like Apple and RIM aren’t going to sit around and wait. And Motorola showed off nothing yesterday that they’d be very jealous of.)
Not a knock on Jha — he inherited this mess, he didn’t make it. And everyone has to start somewhere. It’s just going to be a long, slow rebuilding process.
SEE ALSO: CLIQ Won’t Save Motorola