20091214

Google Phone At Hand. No Kindling.

mot-bile 2009 - Nexus One is all over the web. Unlocked, open, bare, the gPhone will probably be cheaper than an iPhone... MNO subsidies not included.

MNO subsidies ? As Big G eventually takes on Apple & co on their core business, it decides to redefine the whole handset ecosystem : direct sales, operator agnostic, Dell Computer style, without the intel inside jingle.

Imagine a small M-VNO proposing competitive rates for data. All of a sudden, a bunch of nerds subscribe for their brand new Nexus and bring the house down. Far-fetched ? 3% of iPhone users generate 40% of the data traffic on AT&T's network, to the point the operator confessed : "we've got to get to those customers and have them recognize that they need to change their patterns or have to face other things" (see "
AT&T may penalize iPhone users who hog data"). In other words : be a good customer, but not too smart. or else... "face other things". Whatever that means. Maybe some big guy with a slight Italian accent will come with a baseball bat and redesign your knee caps, or upload a creative application on your face.

Nexus One makes a lot of people nervous. Some even consider lawsuits : if Google inaugurates itself the next version of Android, the newcomer may face charges of anticompetitive behavior, even if it only sells one device.

I'm looking forward to an interesting 2010 year : Apple facing full-fledged competition, Nokia going at Blackberry's throat... and Google releasing its Kindle.

Because that's basically the same story for Google and Amazon : beyond the device (the "Google outside", if you prefer), the aim is to understand the whole value chain and to secure future revenues in a field that's bound to represent a great chunk of the core business in a very near future.

The main difference : Google are not into distribution, IRL.



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