19 November 2007

700 MHz auctions, Google and more

There has been a bit of talk over the past months on Google's wireless ambitions. Certainly, Android is a part of it, but the speculation has also centered on Google's ambitions to be a wireless operator. To that end, this item over at GigaOm was the most insightful analysis that I have yet read. Om Malik concludes that it is unlikely that Google will become a wireless operator, and is instead using the upcoming 700 MHz auction to beat current carriers up over their network policies.

To that end, the NY Times is anticipating higher auction returns in this article because of the WRC agreement that was just concluded. I really doubt it, because there is no tangible value that the WRC reallocation added for US carriers.

Finally, I found this item, also from GigaOm intriguing. If Google is indeed making its own 10 Gbps switches, it seems as though we may be witnessing the re-incarnation of the vertically integrated Bell System (albeit without the market power). Interesting how times change ... I think there is little doubt that the Bell System benefitted from having a captive R&D and manufacturing capability. Is Google discovering that as well?

Update (2007-11-20): You might find this item interesting. Do you think Google should pay attention to analysts?

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