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T-Mobile's Q4 goal for Google G1 phone: 500,000 sold

According to Taiwan's CENS website, T-Mobile USA will sell half a million of the Google, Inc. (NASDAQ: GOOG) G1 smartphone built by Taiwan's own HTC and sold exclusively (so far) by T-Mobile USA. Although that's not up to par with announced Apple, Inc. (NASDAQ: AAPL) iPhone 3G sales, it's no slouch expectation either.

When the G1 phone is released for sale on October 22, that leaves just over two months for that projected sales figure to be hit. Although the unit will cost a relatively paltry $179 with a two-year contract, can T-Mobile USA really hit that sales number? I have severe doubts, although T-Mobile USA will easily be able to start competing with established players like Apple in 2009.

Although Apple has an entire year headstart over rivals like the G1 and the Samsung Instinct, there are many customers who want the novelty of a touchscreen smartphone but don't want to be locked down into the Apple ecosystem -- even though it works very well and would serve most customers 100% perfectly.

But then again, Apple's first-mover advantage and its incredibly powerful marketing muscle may just keep it floating above the likes of the Google-powered G1 for quite some time. Google's efforts with the G1 could make it a second-tier player here while Apple dominates. That is, unless, T-Mobile USA starts off quick with half a million in unit sales this holiday season and never looks back. What is your projection?

Motorola ramps up Android team to 350 employees

Motorola Corp. (NYSE: MOT) is apparently planning on a rather large piece of its wireless business being wrapped around Google Inc.'s (NASDAQ: GOOG) Android operating system. The wireless company already has 50 employees working on Android development and will be boosting that number to 350 before long. Since Motorola is one of the larger members of the Open Handset Alliance (OHA), the open-source software movement meant to support all things Android, this comes as no surprise.

Perhaps Motorola wants some revenue from software development for the mobile space instead of selling profit-challenged hardware? The company has had a rough time of things recently, but after spinning off its handset division soon, Motorola wireless hardware and software may be on the path to re-inventing themselves.

But can Google's vaunted wireless platform challenge the entrenched iPhone, Windows Mobile and Symbian space? Together, those three platforms control a huge swath of the smartphone market. Nokia Corp. (NYSE: NOK), which now owns all of Symbian, has the lion's share of smartphone software sales globally. The newer iPhone 3G has launched in dozens of countries and continues to sell very well. Let's not count out Windows Mobile. Even Google may find it hard to take large pieces of market share away from these players. But at least Motorola is only placing a small bet here on Android's success. Three hundred fifty employees isn't too many, is it?

Google Android phone here next month?

Google, Inc. (NASDAQ: GOOG) has been touting its Android mobile operating system platform for over a year. Still without a product to showcase its efforts, many are beginning to wonder if Google has classified Android as "vaporware." Even though the company is itself not making a single piece of hardware, a mobile handset is the product the customer will use. So, Google, where is it?

Apple, Inc.'s (NASDAQ: AAPL) iPhone 3G, which admittedly has a few issues, but is still selling like hotcakes, is stealing any thunder Android would have created. T-Mobile USA, the fourth-largest mobile operator in the U.S., may have an Android phone on the market sometime in September, according to TMoNews. Still, is it too late for Android to make a huge splash in the mobile pool?

Continue reading Google Android phone here next month?

Google's one chance for Android - become a wireless carrier

When Google, Inc. (NASDAQ: GOOG) purchased wireless software development company Android years ago, its founder asked Google's co-founder Larry Page, "Is this interesting to Google?" It sure turned out to be, although the mobile phone operating system environment was announced almost a year ago and nothing concrete has shipped in a customer device yet. My bet is that Google isn't delaying development to fine-tune its software -- it's had years to do that and the money to boot.

The problem is the wireless environment in the U.S., for starters. The competitive landscape is so tightly controlled that Google's mantra of "open access" just won't sit well with wireless carriers used to telling customers what they can and cannot do with their phones. If you think U.S. consumers have control over their wireless lifestyles, a quick trip to Europe will dispel that notion pretty fast.

If Google really wants to make Android the ubiquitous, free and open mobile operating system it wants it to be, what are the alternatives to having partnerships with mobile carriers who will, of course, be afraid of Google? Google has bid on wireless airwaves before (only to have the goal of allowing open devices accessible to closed networks), but this time, I see it going down the mobile virtual network operator route, plain and simple. Although the MVNO model has largely failed in the U.S., Google doesn't have a national wireless network to operate. But with its large pockets, it sure can buy wholesale from the existing carriers and place its Android customers with service -- and then, give them anything they want. Like, mobile search results with ads next to them.

Google's Android makes no appearance at CES in Las Vegas

Google, Inc. (NASDAQ: GOOG)'s Android was really set up to be displayed at the Consumer Electronics Show (CES) this week. After such a high-profile and hyped introduction this past fall, it would have been very Apple-esque (as in, releasing products right after announcing them at Macworld) of Google to facilitate some kind of hardware product introduction for this month's CES in Las Vegas. But Google's in the software business, not the hardware business.

What Android product did show up at CES this week, then? Asian electronics manufacturer Wistron NeWeb was the sole supplier of any Android pre-release hardware product. The GW4 model, which reminded some of the ubiquitous BlackBerry handset, was on display this week sporting some common features from today's wireless handset manufacturing universe.

Continue reading Google's Android makes no appearance at CES in Las Vegas

Google must maintain laser focus on search throughout 2008

Google (NASDAQ: GOOG) had a very busy 2007 -- initiatives and projects, product launches and a furious growth rate that kept analysts guessing every single quarter. With so much going on at the world's most popular internet search engine, will Google lose focus on the bread-n-butter machine of its revenue -- web searches?

If Google would pour as much focus and resources into all its products as it does the constant refinements it gives its search-related advertising, the company would have many revenue legs to stand on (most likely). However, Google has a history of launching products to see how they do before dedicating too many resources to it. After all, it took years for text advertising on Google searches to produce billions in quarterly revenue. The more products prove themselves, the more attention they get.

What other products from Google will get more and more attention in 2008? The New York Times says that Google could eventually control 80% to 90% of internet searches, up from today's sub-70% level. Can Google really attain search engine growth to attain complete and utter domination of search?

If not, where are supplemental revenues going to come from? Google is lining up products to fill this void, but it can't lose focus on its core search business, even for a nanosecond. To fuel all the growth and the massive product launches from the company, the revenue will have to be there. Right now, that's all search -- and it must continue to be Google's main focus in everything it does.

Will Google launch Android in China to battle Baidu?

Google Android Although Google (NASDAQ: GOOG)'s Android mobile phone software platform was officially announced months ago, the global wireless industry has been mum -- or doesn't know -- when Google's platform will be available for consumers. Which global wireless markets will be the first to even see a device powered by Google's Android platform?

Would it make sense for Google to release this platform in a market where consumers do most web surfing on a mobile device instead of a PC? Possibly -- although releasing Android in a market that has gadget-obsessed consumers may also be a decent choice. How about releasing the platform to a wireless carrier in a country where you're trying to take internet search engine market share away from a competitor?

Not only do hundreds of millions of Chinese wireless customers exist (more than the entire U.S. population), but many of them interact with the web on their mobile phones. Also, Google has made it known that it wants to become the largest search engine provider in the world's most populous country. That spot is now held by Baidu.com, which has managed to beat Google in China to this point. But Google -- ever the secretive tech giant of the world -- definitely has its sights set on leading the Chinese search engine market. How better than to release Android into that market and -- overnight -- up the ante in a huge way against Baidu.com's search engine dominance?

Verizon embraces Google's open handset alliance

A week ago, the wireless division of Verizon Communications (NYSE: VZ) -- Verizon Wireless -- surprised the entire U.S. wireless industry by stating its intention to open its network to any compatible device running any phone-based application any customer wanted. In a country where wireless operators have been extremely close-minded about just about everything, this announcement sets the stage for things to come. The wireless industry is facing major changes.

Verizon trumped itself this week, announcing that Verizon Wireless would partner with Google (NASDAQ: GOOG) in its "open handset alliance." When Google announced its Android mobile operating system platform about a month ago, the web's largest search provider had lined up an impressive array of partners right from the start. Its goal: to remove all the "walled garden" roadblocks from mostly American wireless companies to allow any customer to use any phone on any network by guaranteeing cross-carrier compatibility. Now, technically, the two actual radio standards in use among wireless companies in the U.S. will need addressing, but that comes later.

Until then, Verizon is enjoying a plethora of good press in embracing Google's "open" access model. Perhaps Verizon recognizes that the wireless landscape is set to change soon and it wants to get in its good graces through a potential large competitor, Google. After all, Google announced its intention to bid on upcoming radio airwaves next month (with unknown ambitions at this time), so established telecom companies may see their world turned upside down in the next five years. After a controlled amount of competition and a tight control on the customer, these changes will be most welcome by customers -- and hopefully wireless providers.

Google to goose Android developers with cash awards

Google, Inc. (NASDAQ: GOOG) said this week that it sweetened the pot on the hotly-anticipated "Android" mobile operating system platform announced last week. The sweetener? Offering cash prizes to Android developers who build applications for the new, open-source mobile platform.

Google is obviously trying to get as many quality developers on the Android platform as possible right from the start so that it can compete better with established platforms like Microsoft Corp.'s (NASDAQ: MSFT) Windows Mobile operating system. Although Google says it's not competing with any established platform -- but merely offering an open-source alternative -- that's the company's strategic mantra. After all, the "non-competition" it always claims is a ruse. Google is one of the most competitive companies on the technology landscape today.

The developer rewards program -- dubbed Android Developer Challenge -- is not something out of a sci-fi novel and will feature cash prizes ranging from $25,000 to $275,000. That is enough to encourage any developer to get on board. With Google having set aside $10 million just for the prize pot, and with many software developers preferring the open-source idea in the first place, Google may score another hit on the way to recruiting some fantastic programs to launch Android with next year.

Google headed to $1,000?

Every day, there is something new in the news about Google, Inc. (NASDAQ: GOOG). The company has spent the better part of 2006 and all of 2007 preparing an "Act II" to ensure the constantly growing revenue heap if receives from text-based internet advertising doesn't lead to the "all eggs in one basket" scenario that has worried many shrewd industry watchers and investors for years. While Google's revenue from internet advertising is still growing every quarter by leaps and bounds, the company needs to share the love into other areas. Well, the revenue love, anyway.

Google has signed more high-profile advertising partnerships this year and just recently released details on what I consider to be one of its most ambitious projects to date -- the mobile phone operating system. Google, always the one to wrestle tight control from the corporate shaft-meisters and give it to the people, wants the mobile phone to be an open standard usable by any customer on any device.

Continue reading Google headed to $1,000?

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Last updated: November 22, 2008: 04:21 PM

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