Thursday, August 02, 2012

Google's Kansas Gigabit and the wireless war

The Google-Apple war continues, but it's dwarfed by the wireless war that started when Verizon and ATT used price signaling to become VerizATT [1].

Now AT&T retail sales is incented to trash talk iPhones and sell Android. VerizATT is, for the moment, allied with Google against Apple. (Which should give geek fans of Android some qualms.)

This is starting to feel like the tooth-and-claw capitalism of the 19th century railroads [2].

Meanwhile Google is going nuclear on Comcast. Will they stay loyal to VerizATT, or will they turn when Apple is wounded?

Will Comcast do a deal with Apple? Will Microsoft continue to sit on the sidelines?

Will Apple and Microsoft form a separate consortium to buy Sprint and T-Mobile?

With its massive pipes, will Google offer free net access to homeowners willing to mount a LTE-Advanced tower on their roof?

These are interesting times.

[1] They must figure that by the time antitrust kicks in the war will be done.
[2] Not the first time that comparison has been made. Railroad tracks have a lot in common with wireless spectrum. My grandfather was a railroad man when everyone was in railroad; sometimes I wonder if 19th century geeks were all in the railroads.

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