To Gphone or not to Gphone
This is another one of those makes sense kind of things, that may or may not happen, yet the tons of bits and bytes released on the idea of a “gphone” or Google phone since the WSJ article yesterday has really caused quite the stir.
Some love the idea, some hate the idea, but in a world where market share is king, and the advances of Google in the datacenter, e-mail, video delivery, advertising, and other spaces, adding mobile support even if not under a specially branded phone makes sense. We already think that Google is poised to be the nations ISP as we discussed here, so adding mobile to its long list of service rounds out the companies offerings.
As they develop expertise in the mobile space by offering bits of their programming, like GMail via mobile phone or PDA, they will be building up the expertise, and learning how to render data for the small screen.
We still think that Google wants to be, or at least is making concrete steps in being the next AOL, MSN, or Yahoo as an ISP, delivering all the services that a person is going to need or want.

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