Surprise. Telcos Do Not Like Nexus One
March 8, 2010
Some chatter over the last two days suggests that Google plays favorites. Google does play favorites, but it does its head patting in subtle ways; that is, if you see the Nexus One roll out as a low key initiative. Navigate to the SP Trading Desk and the story “Google’s Nexus One Upsets Carriers.” You may have to do some work to see the story. The ads load slowly and then there is a weird pop over thing, but the content is still there.
The Financial Post said:
The launch of Google Inc.’s new Web-enabled smartphone, dubbed Nexus One, means the end of the Internet search giant’s Android software as we know it.
The insight comes from an analyst, Peter Misek.
The story points out that some telecommunications carriers are not jumping with joy over Google’s intrusion into yet another parcel of telco land. Google, the analyst and the telcos, now realize that:
Google is trying to circumvent their ownership of networks, spectrum and customers…Android is currently available on more than a 20 phones.
Now how can Google disadvantage competitors. My goodness, I am no Elizabeth Barrett Browning but let me count some of the ways:
- Applications. Some may not be available for non Google phones. This is the Apple approach and lots of other companies’ approach.
- Latency. Ah, more subtle. Google does prioritize certain network services. Maybe but some hard evidence is needed.
- Content delivery. My research indicates that Google’s CDN technology has some interesting technical capabilities. Even better, the CDN is smart and considers many factors which to one skilled in the art may be applied in other ways.
- Features. Ask Motorola about this angle.
- Metrics. Lots of metrics are available. The question is who gets what and when.
- Services. I can anticipate the real time translation service emerging as an interesting poker chip in the telco game.
Back to the gossip and rumors. Does Google advantage itself? Do Google employees use MOMA?
Stephen E Arnold, March 8, 2010
No one paid me to write this. I will report non payment to that most objective of US government entities, the FCC.
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