Wednesday, December 5, 2007

Harold Feld's 4 reasons why Google intends to win the 700 MHz Auction

So far we have seen fanboy optimism that Google will bid in the 700 MHz spectrum to win, cycnical suggestions by analysts and bloggers that Google will not bid to win, and even a pseudo-psycho interpretation of Google's words on its intent to win.

Finally, we have something a little more reasoned: Harold Feld, Senior Vice President of the Media Access Project, snorts some oak leaves and gives Four Reasons Why Google Will Bid To Win in the 700 MHz Auction. The reasons listed are (in the words of Harold Feld):
  1. Google Has A Different Vision For the Wireless World It Can Only Achieve By Owning Licenses.
  2. Google Has No Desire To Be A Network Provider. But It Wants To Be A Network Architect.
  3. Anonymous Bidding Changes Everything.
  4. When Google Commits, It Does So All The Way.

Harold Feld offers excellent arguments supporting each reason. Just one example:
For Google, more than wireless is at stake. Google can read the writing on the wall for wireline, even if dumbass regulators in DC can't. Given enough time, the cable/DSL duopoly will gradually morph away from the existing open internet model to become more and more like wireless is today: you buy a basic contract for the core service and everything else costs extra. The provider bundles everything, controls the nature of outside attachments, applications, etc., etc., always taking its chunk off the top and driving up the price to everyone else. But if Google is successful in transforming the wireless world, it will also stop the transformation of the wireline world. By contrast, if Google can't stop the transformation of the wireless world, it is probably screwed on the wireline side as well.
This is the type of well-thought analyses we'd like to see more often in the blogosphere, as opposed to the usual tech blogging at warp speed. Needless to say, I have long given up hopes of any real tech analysis of good value coming out of the MSM*.

[via Wetmachine]

Google announces participation in 700 MHz Auction
Does Google intend to win the 700 MHz Spectrum Auction?

*MSM = Main Stream Media

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