Duff

Google: Up, Up, and Away?

Not happening, makes no sense, It was amazing the
Wall street Journal even printed it. I don't think
people will rely on balloons for any real service,
eispecially Google.
Logistically
Reliability
environmentally
Liability
......and any other ly.....

Google spent $2.4 Billion on Capex in 07
not a penny in 08 or 09 will be spent on this.

Who Would Want Sprint? Google, Comcast

Note:
Google has gross margins of 60%,
Sprint does not.
Why would Google limit itself to
one carrier, a distant 3rd place to boot?
Running a Carrier in this environment
is not Googles strength.
If they want to make a play they should take out
Motorola and preload Android on every handset sold.
Motorola will build more Handsets than Sprint Will ever activate....
Moto Makes more handsets in a lousy quarter
than Sprint has total customers.....

Google Mobile: Winners and Losers

The carriers will always have a control problem