The announcement video.
I might have found out about the live version via twitter. Hope the on-demand version is accessible from the same link. Hopefully they will edit it to 5 minutes.
- open platforms: interesting from a competition perspective. Also may make telecommunications companies competitors. Both platform and network open? Do we expect similar changes as per AOL and e-world? Announced phone is network locked and subsidised. Didn't last long with iPhone. E.g. Hutchison has lost $m (not sure of breakdown) in Australia building portals. No MS exchange application - direct feature comparison with iPhone. Intend for all this to be developed by third parties (push email aka Blackberry, sync apps).
- disruptive innovation
- why did Google invest in mobile platform? Good question for me. It is a platform at least 2 steps removed from advertising. 16% of people use mobile internet in U.S. Market making strategy.
- change is facilitated through the open platform. Contradiction to competitive barriers? Developer 'ecosystem' adapts with changing customer needs and environment.
Logical conclusion is that pure bulk of internet access is important to Google.
John
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