Oh what fevered dreams bid to rip the cellular industry a twain? With Google’s new mobile OS out, talks about a 700Mhz bidding war, and a possible Sprint acquisition rumor, the wireless industry is becoming very interesting.

Content providers like Google are increasingly becoming worried over being squeezed by network owners, and with the recent Comcast debacle, Google’s fears are appearing well-founded. The major network owners could destroy content providers’ revenue models if the cost to reach customers skyrockets.

Owning their own networks is the best insurance policy content providers can have, and Google knows this. My guess is, when everything shakes out, Google will own one or more major pathway to its customer. It may be cellular, land-based fiber, or a combination.

This entry was posted on Wednesday, November 14th, 2007 at 4:23 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.