End of Mobile email Consolidation?

Motorola on Friday announced that it is acquiring Good Technologies for undisclosed amount. Good Technology a Santa Clara based company which provides primarily email solution for enterprise customers. Though the amount is not disclosed I can make an educated guess that it should be around same amount as that paid by Nokia to acquire Intel sync (450 million dollars).In Mobile email segment RIM (makers of Blackberry Devices) has around 59 % market share followed by Intellisync with 9% and then Good technologies with 8% . This post tries to analyze wider implication of this deal on mobile email segment.

Mobile email or Push email (i.e. technology that enables access of email in your wireless devices like mobile phone PDA etc) is pioneered by blackberry devices (RIM).As the technology matured the other mainstream Mobile device vendors like Nokia, Motorola etc started offering similar services in there portfolio and even started producing devices similar in form factor to blackberry (Nokia E61 and E62, Motorola’s Q).around same time there started popping up device independent pure wireless email SW solution vendors like Intellisync,Good Technology,Visto,Seven to name a few noted vendors .Device vendors like Nokia ,Motorola typically provide support to many email solutions in their devices .But at the same time both Nokia and Motorola started to diversify into Enterprise Solution business in which email solution is first and import segment which enterprises are embracing now So they had to develop or buy companies with this technology .So Nokia acquired intellisynch and Motorola on Friday bought Good technology. Now life for independent Mobile email solution vendors like Visto and seven is tougher of course right now they are concentrating on Mobile operators to reach customers but as this technology matures and it becomes as integral part of devices the chances for independent companies to survive narrows down. My guess is that companies like Visto would be acquired by big companies like IBM, HP etc who are big Enterprise SW vendors who might be interested so that they can expand their offering to enterprise Mobility Space.