December 13, 2009

Google to Start Selling Own Phone Without Wireless Partner by Next Year - WSJ.com

Google to Start Selling Own Phone Without Wireless Partner by Next Year - WSJ.com

My ruminations:

Nexus One will be sold at a substantial discount for those who accept advertising on the device. It will have as a fallback feature the easy ability to use WiFi and Google Voice for calling. GV has all the needed elements for call management and voice mail.

The question is what will the carriers charge for service? And will the phone be available in both 3G GSM and EVDO-Rev A? Verizon's recent decision to partner with Google must have taken into account this Nexus One development. My bet is this will enable Verizon, but also the other carriers to seriously challenge the iPhone's dominance. Time to short Apple stock??

I have not read anything about Google and AT&T striking a similar relationship. That probably won't happen until AT&T's exclusive deal with Apple for the iPhone ends.

One thing to be sure of: the technology pundits will have a field day speculating on this development.

Another certainty: Google launch this phone with a very disruptive business model.

The FCC will love it!

And what will be Microsoft's response?

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