Friday, July 10, 2009

The Google Netbook is all about two things, and the big one is cheaper

How can it be that the vast majority of my fellow bloviators are ignoring what Google is saying here …

Google CEO Schmidt Thought Building OS Was A Lousy Idea (GOOG, AAPL, MSFT)

Schmidt now believes Google can withstand whatever counter punches Microsoft might throw as the company sets out to make computers cheaper to buy and more enjoyable to use with an operating system tied to Google's 9-month-old browser, Chrome.

Let me put this more clearly.

Cheaper.

Cheaper.

Cheaper.

Netbooks edged down the $350 range last year (Linux), but have now moved up-market to about $500 (XP for free).

Google wants them to be … cheaper. Cheaper to buy, cheaper to own.

I think they’re aiming for under $150 without a battery and without a wireless contract, and free with a Kindle-like Sprint/4G network plan.

I think the long delay from announcement is all about regs for the Sprint/4G plan and I wouldn’t rule out Google buying Sprint to enable that for the US market.

The Google Netbook will be very cheap, it will be Google certified if not Google branded, and it will be cheap but reasonably reliable.

It will be extremely disruptive.

Oh … and “enjoyable to use”? He means vastly fewer hassles.

Really, it’s not that complicated.

Sure is disruptive though.

I do like Google.

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