Nov 5th, 2007
Nov 5th, 2007
Well, it’s official! Google finally admitted they are working on an Operating System or “software stack” for mobile phones. While this is not Google phone per se, it will power a large number of different phones from Samsung, HTC, Motorola and LG. The question is whether this will make significant inroads into the territory of Windows mobile, Palm, and Blackberry as well as grow the overall mobile computing market.
US consumers are remiss to pay for anything when they can get it for free. Many consumers will withstand a barrage of untargeted ads just to get a $5 Starbucks card or a chance to win an ipod. They certainly will be enthusiastic about getting something free when the ads are much more targeted and even relevant to them. So, be prepared for Google to replace Windows Mobile or the Palm OS on most devices. It could easily be a category killer. The only possible exception would be for RIM and the addicted loyalists they have created.
So, expect Google’s stock to continue to increase while Search marketers celebrate the chance to dominate mobile advertising…
