Comments on: Take Two: Google’s Wireless Ambitions http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/ The Business of Technology Tue, 02 Dec 2008 11:44:51 +0000 http://wordpress.org/?v=MU hourly 1 By: myGoogle» Blog Archive » Take Two: Google’s Wireless Ambitions http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-853697 myGoogle» Blog Archive » Take Two: Google’s Wireless Ambitions Wed, 16 Jan 2008 14:06:40 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-853697 <p>[...] more: gigaom.com  This entry was written by GoogleBot and posted on November 19, 2007 at 1:43 pm and filed [...]</p> [...] more: gigaom.com  This entry was written by GoogleBot and posted on November 19, 2007 at 1:43 pm and filed [...]

]]> By: So Google Will Bid For Spectrum. Will It Play To Win? - GigaOM http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-732985 So Google Will Bid For Spectrum. Will It Play To Win? - GigaOM Fri, 30 Nov 2007 17:33:10 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-732985 <p>[...] As I had pointed out earlier, FCC Chairman Kevin Martin included some of the Google proposals as part of the rules for this auction, hoping that would attract Google to the bidding process, and help drive up the prices of the spectrum being auctioned. [...]</p> [...] As I had pointed out earlier, FCC Chairman Kevin Martin included some of the Google proposals as part of the rules for this auction, hoping that would attract Google to the bidding process, and help drive up the prices of the spectrum being auctioned. [...]

]]> By: Dave Liu dot com / musings from the edge » Articles of the Day http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-725100 Dave Liu dot com / musings from the edge » Articles of the Day Wed, 28 Nov 2007 01:47:57 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-725100 <p>[...] Google’s Expensive Mobile Ambition - Does it make any financial sense for Google to move in the mobile wireless industry? Financial analysts have expressed reservations about the search giant moving into the complicated and expensive wireless world. It shouldn’t come as a shock that Google will participate in the FCC’s wireless spectrum auction in January; after all, the company’s participation is tied to the FCC’s agreement to “open” a portion of the spectrum per Google’s request. [...]</p> [...] Google’s Expensive Mobile Ambition - Does it make any financial sense for Google to move in the mobile wireless industry? Financial analysts have expressed reservations about the search giant moving into the complicated and expensive wireless world. It shouldn’t come as a shock that Google will participate in the FCC’s wireless spectrum auction in January; after all, the company’s participation is tied to the FCC’s agreement to “open” a portion of the spectrum per Google’s request. [...]

]]> By: msearchgroove » Blog Archive » Google's Mobile Strategy: Megalomania Or An Algorithm For Success? http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-707661 msearchgroove » Blog Archive » Google's Mobile Strategy: Megalomania Or An Algorithm For Success? Wed, 21 Nov 2007 12:00:29 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-707661 <p>[...] Including the license fee, the cost of rolling out a network is being conservatively estimated (via GigaOm) at ‘at least $7 billion’ all [...]</p> [...] Including the license fee, the cost of rolling out a network is being conservatively estimated (via GigaOm) at ‘at least $7 billion’ all [...]

]]> By: Academics Blogs » Blog Archive » Monday links: SIV salvage http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-704717 Academics Blogs » Blog Archive » Monday links: SIV salvage Tue, 20 Nov 2007 23:54:36 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-704717 <p>[...] Google (GOOG) is causing all sorts of consternation for other bidders in the 700 MHz wireless spectrum auction. (GigaOM.com) [...]</p> [...] Google (GOOG) is causing all sorts of consternation for other bidders in the 700 MHz wireless spectrum auction. (GigaOM.com) [...]

]]> By: Om Malik thinks Google may be playing chicken with the wireless cartel. | http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-703645 Om Malik thinks Google may be playing chicken with the wireless cartel. | Tue, 20 Nov 2007 15:23:33 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-703645 <p>[...] Pipe are agnostic as to who provides a big open wireless Third Pipe as long as we get it. (link to article on GigaOm) [?] Share This Share and Enjoy: These icons link to social bookmarking sites where [...]</p> [...] Pipe are agnostic as to who provides a big open wireless Third Pipe as long as we get it. (link to article on GigaOm) [?] Share This Share and Enjoy: These icons link to social bookmarking sites where [...]

]]> By: Venky http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-702109 Venky Tue, 20 Nov 2007 07:05:04 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-702109 <p>In the big picture, where will the investments made in British femtocell startup UbiquiSys and mesh networking startup Meraki Networks, fit in?</p> In the big picture, where will the investments made in British femtocell startup UbiquiSys and mesh networking startup Meraki Networks, fit in?

]]> By: jeff http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701784 jeff Tue, 20 Nov 2007 04:10:05 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701784 <p>Infrastructure builds, along with spectrum licenses, are w/o question the biggest barrier to entry. Rights of way. Leasing costs. Sheer hell. If Google's big stick can make carriers build better networks with more capacity, hallelujah. Mobile carriers seem interested mostly in finding every way possible to dodge CAPEX while simultaneously trying to reduce subscriber churn fed up with dropped calls and spotty coverage. Om, we must hope that the Google stick can reverse current trends.</p> Infrastructure builds, along with spectrum licenses, are w/o question the biggest barrier to entry. Rights of way. Leasing costs. Sheer hell. If Google’s big stick can make carriers build better networks with more capacity, hallelujah. Mobile carriers seem interested mostly in finding every way possible to dodge CAPEX while simultaneously trying to reduce subscriber churn fed up with dropped calls and spotty coverage. Om, we must hope that the Google stick can reverse current trends.

]]> By: Superdana http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701782 Superdana Tue, 20 Nov 2007 04:09:38 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701782 <p>[...] it's only a matter of time [...]</p> <p>http://gigaom.com/2007/11/11/sprint-google/#comment-701670</p> [...] it’s only a matter of time [...]

(link)

]]> By: Angela Hey http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701722 Angela Hey Tue, 20 Nov 2007 03:45:24 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701722 <ol> <li>The phone companies have never wanted to be landlords.</li> <li>Being a landlord long term is a good business.</li> <li>Google could be a good landlord and rent space on its network to others and make a killing.</li> </ol> <p>If the mobile operators worked on providing the finest networks, Google provided the best search (Focus on One thing is in their 10 commandments) and search-related ad network, while renting space to other more traditional ad networks and taking a cut all will work out fine.</p> <p>I believe I was at a conference where it was suggested - ask Andy Seybold - a) the C block was not enough for a nationwide service b) it was about $17B to build out a nationwide network</p> <p>However, Google is algorithm driven - with good compression -aside from Shannon - maybe you can increase capacity - or better still get your uses - a la Meraki - to build out the expensive last 50 yds of the network - so maybe Google knows something about the C block that isn't generally recognized and they have figured out how to monetize it.</p> <p>Just let's hope the shareholders give Eric and co the leeway to invest properly and not make them go for short term profits as has hampered so many other potential strategic investments.</p>
  • The phone companies have never wanted to be landlords.
  • Being a landlord long term is a good business.
  • Google could be a good landlord and rent space on its network to others and make a killing.

    • If the mobile operators worked on providing the finest networks, Google provided the best search (Focus on One thing is in their 10 commandments) and search-related ad network, while renting space to other more traditional ad networks and taking a cut all will work out fine.

    I believe I was at a conference where it was suggested - ask Andy Seybold -
    a) the C block was not enough for a nationwide service
    b) it was about $17B to build out a nationwide network

    However, Google is algorithm driven - with good compression -aside from Shannon - maybe you can increase capacity - or better still get your uses - a la Meraki - to build out the expensive last 50 yds of the network - so maybe Google knows something about the C block that isn’t generally recognized and they have figured out how to monetize it.

    Just let’s hope the shareholders give Eric and co the leeway to invest properly and not make them go for short term profits as has hampered so many other potential strategic investments.

    ]]>         By: Ivan http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701553 Ivan Tue, 20 Nov 2007 02:12:49 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-701553 <p>I agree. I think Google building the network on their own would be a last resort. There are just too many other parties that have much to gain from this and would participate, and Google would welcome it as long as they are bringing something to the table. Om, your prediction last week may be "crazy" but I certainly wouldn't bet against something along those lines.</p> <p>Sent from my mobile using FeedM8</p> I agree. I think Google building the network on their own would be a last resort. There are just too many other parties that have much to gain from this and would participate, and Google would welcome it as long as they are bringing something to the table. Om, your prediction last week may be “crazy” but I certainly wouldn’t bet against something along those lines.

    Sent from my mobile using FeedM8

    ]]>         By: Om Malik http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699940 Om Malik Mon, 19 Nov 2007 19:26:06 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699940 <p>buster, another weight loss is not part of the plan. let me just say, if i am wrong, well, i am the first one to admit it.</p> buster, another weight loss is not part of the plan. let me just say, if i am wrong, well, i am the first one to admit it.

    ]]>         By: TechBeta » Blog Archive » Take Two: Google’s Wireless Ambitions http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699580 TechBeta » Blog Archive » Take Two: Google’s Wireless Ambitions Mon, 19 Nov 2007 18:44:58 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699580 <p>[...] article: gigaom.com SHARETHIS.addEntry({ title: "Take Two: Google’s Wireless Ambitions", url: [...]</p> [...] article: gigaom.com SHARETHIS.addEntry({ title: “Take Two: Google’s Wireless Ambitions”, url: [...]

    ]]>         By: buster http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699574 buster Mon, 19 Nov 2007 18:44:32 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699574 <p>i want to see om's running google prediction fallout. that is, with youtube om went on a diet i guess after he was wrong. what will om do if he's wrong about wireless?</p> i want to see om’s running google prediction fallout. that is, with youtube om went on a diet i guess after he was wrong. what will om do if he’s wrong about wireless?

    ]]>         By: Fred Smith http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699024 Fred Smith Mon, 19 Nov 2007 17:01:44 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-699024 <p>It will be interesting to see how the advent of the gPhone will affect YouTube’s fortunes. The NewsVisual article on Google’s Open Handset Alliance http://www.newsvisual.com/newsvisual/2007/11/google-and-moto.html implies that it’s really personal connections among business leaders that determine future success in the competitive marketplace. Maybe, YouTube needs to form the right business connections as a precondition to monetization.</p> It will be interesting to see how the advent of the gPhone will affect YouTube’s fortunes. The NewsVisual article on Google’s Open Handset Alliance (link) implies that it’s really personal connections among business leaders that determine future success in the competitive marketplace. Maybe, YouTube needs to form the right business connections as a precondition to monetization.

    ]]>         By: David Sachs http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-698987 David Sachs Mon, 19 Nov 2007 16:48:20 +0000 http://gigaom.com/2007/11/19/take-two-googles-wireless-ambitions/#comment-698987 <p>It hardly seems fair to calculate the opportunity cost to Google as merely lost interest income. Perhaps its cost of capital instead? Or, better yet, the returns on other investment opportunities it has to forgo to deploy its cash to build out a wireless network?</p> It hardly seems fair to calculate the opportunity cost to Google as merely lost interest income. Perhaps its cost of capital instead? Or, better yet, the returns on other investment opportunities it has to forgo to deploy its cash to build out a wireless network?

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