Google is the real telco disruptor

Now that Google goes "All In" and really takes up the fight for the 700 MHz wireless spectrum in the US we all wonder what are the plans of the search engine company. I found two pieces of well founded speculations that I like most. Both get to the point that Google is planning the total disruption of mobile and fixed line telephony by offering free calls, sponsored by advertising.

"GoogleTel" is arising out of the search engine's last moves and acquisitions. Thomas F. Anglero, one of my favourite VoIP bloggers but not the most frequent writer, puts it in the form of a equation:

GoogleTel = Ubiquisys (Femtocells)+ Bandwidth (Dark Fiber and 700MHz Spectrum) + Grand Central (One Number ID)
Sunday, July 22, 2007

It seems very obvious at this moment what Google is doing. They are building a US nationwide Telecom operator but without the Telecom legacy.

And Don Reisinger at CNet asks:

Could Google kill the cell phone industry?
July 20, 2007 11:08 AM PDT

Once the company announces the wireless broadband to the nation, it will immediately announce that Google Phone everyone has been talking about. The Google Phone will work specifically with the Google system (kind of like Skype) and will be free of charge. The only fee to the consumer is the cost of buying the phone [...] As soon as the phone is released, people will be tossing their iPhones, Razrs and every other cell phone into the nearest river. Why pay all that money for a phone when you can have the same kind of service for free?

Maybe Reisinger should have omitted the interrogation mark in his title? The two articles are highly convincing and should make traditional telcos shiver. Have fun reading and think twice before you sign your next long term contract!