![]() She explained that both carriers classify first responders via the North American Industry Classification System ( NAICS). "As a result of this platform you'll be able to do amazing things with your mobile devices that you've never thought of," he said.Hallbach said one reason why the total first responder market is growing is possibly because AT&T defines “first responder” much more widely than Verizon. Schmidt promised that Android would start "a whole wave of innovation and set of industry initiatives we can't even foresee." "Android would run very well on that network," Schmidt said during the conference call.Īnd Google isn't just envisioning mobile phones. So what's next? Google executives also have said they will probably bid on the 700MHz spectrum auction early next year, which will give mobile users another conduit for the Internet and its own services. Oppenheimer estimates that Google's mobile ad revenues will be anywhere from $2.1 billion to $4.8 billion per year after two or three years, and as much as $10 billion annually after that. But mobile devices represent the next "big thing" for Google, unchartered territory whose development for Web services and applications has been restrained by carriers and hardware makers who fear losing their control. Since dominating the search market and the online ad market, Google has been quickly expanding into other areas, including hosted Web apps, like Google Docs & Spreadsheets and Calendar. "So one of our clear goals was to find a way and have a platform (to) deliver Google services, Google content, and Google search into those markets, and the mobile phone is going to clearly become much more of a development platform." "There is a good chance that the number of potential consumers of Google?may never have a PC," said Rich Miner, who heads up Google's wireless strategy and was a co-founder of Android. Google executives are thinking along the same lines. ![]() That's the right motivation for Google," said Ken Dulaney, vice president of mobile computing at Gartner. That's double the number of people who use the wired Internet today. ![]() "There are 2.5 billion mobile phone users in the world. Not only are more mobile phones being sold now than desktop computers, but many people in developing countries will end up using a mobile device before they ever touch a PC. But there is limited growth potential for the desktop market. Right now, Google is the most popular search engine and makes the most money off advertising on the Web. If it doesn't gain traction by the end of next year (the first phones using it should be available in the first half of 2008), Wall Street finally notice Google has had difficulty breaking out of its admittedly sizeable niche. Indeed, with the Internet ad business running like an ATM, few have noticed that initiatives such as the Orkut social network and Google Checkout haven't yet amounted to much. Of course, all this comes with a big caveat: For all its success in search and advertising, it's not clear how well Google's many other initiatives are doing. ![]() Google won't become a hardware manufacturer, "but the opportunity to have a phone in the marketplace that bypasses existing standard operating procedures and creates a direct connection to consumers, that certainly makes sense," he said. Google executives "had every opportunity to say 'we are not introducing a Google Phone' and they did not say that," said Derek Brown, an analyst at Cantor Fitzgerald. But prognosticators are still reading between the lines. ![]()
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