הקרב על המילקי הבא

תגובה אחת בנושא “הקרב על המילקי הבא”

1. Google is not playing to win to auction. They are playing to lose.

   As a result of very intensive Google lobbying, the FCC has instated rules which state that if the winning bid is over some minimum (~$6B, I think), then the winner is required to run an "open network" – any device, any software may use the network (as long as you pay the bill, of course). Essentially requiring the Telcos to have a "cellular ISP" access mode.

   My guess is that Google will bid the minimum to make the new “openness” rules stick, and no more. The last thing they really want is to be a Telco.

   They just want the openness, so that the mobile Internet becomes a reality. More Internet, more search, more online apps, better for Google. Let the Telcos bid high, pay the money and quickly become the bit-pipes Google is aiming for them to be.

   By playing to lose they get want they really want, without paying the big bucks and without the headache of becoming a Telco. A perfect poker bluff.

   הגב