Google – what are they doing? They have search, googletalk, picasa, hello, google earth, gmail, blogsearch, currentTV. Possible ebay relationship? Possible Amazon.com merger?
Google acquires Postini (allows apps to be used while offline, uploads when reconnected). Works with Google apps – email, calendar, voip, word processing, spreadsheets, presenter, offers security, message archiving, encryption. San Francisco wireless umbrella, bid $4.6B for wireless spectrum, have bought tons of fiber. Very secretive. But wait, there’s more! Google entering UK wireless market in early 2008, creating Gphone and GPay, will launch multi-terabit transpacific unity cable in 2009 (low cost for Google, access to asian ISPs behind international gateways, ISP peering already begun).
They are poised to become THE Global IP Communications Company with the most compelling user interface. What does this mean for our service provider customers?
Microsoft – Yahoo Interoperability. Live Services Strategy (Mail, Search, Messenger, Voice, Video, Click to Call). SOA. Adds IPTV to Xbox 360, buys Tellme networks (voice activated response).
Cisco – buys KISS, LinkSys, SA, Vantive (mobile conferencing), Arroyo, Orative (mobile presence), Tribe.com, Five Across (social networking). Offers telepresence system.
All positioning to own the personalized customer experience for communications, entertainment, information, community.
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