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October 8, 2007 1:33 PM PDT

Google's OS dreams calling on Linux

by Tom Krazit

Can Google's application development prowess be transformed into a next-generation mobile operating system?

It seems increasingly likely that Google, the ubiquitous tech company, is about to throw its hat into the race to develop the next big mobile device. Google's no gadget-maker, but it does develop quite a bit of software, and reports have been building that the company is relatively close to releasing the Gphone. (Our style department says we have to spell it that way.)

Most people who have wandered onto the Internet in the past couple of years are familiar with Google. The company's various applications from Gmail and Google Docs to Google Desktop and the Google Toolbar are likewise familiar to lots of PC users. When it comes to smart phones, Google Maps is almost a must-have application, and it comes standard with the iPhone.

So Google's got experience in taking applications built for a PC and moving them over to a smart phone, which will be a key part of transforming smart phones into true mobile computers. A mobile operating system, however, is an entirely different undertaking.

It's very much a wide-open race to develop the next advanced mobile operating system. Symbian has the lead worldwide thanks to its close partnership with Nokia, the largest shareholder in the company. Windows Mobile is the second most widely used smart-phone operating system, according to Forward Concepts, and Linux is the third.

According to reports, Google wants to expand on that last category with its rumored mobile OS. The Gphone would be based on Linux and supported by advertising, which to many techies probably sounds like the ultimate Silicon Valley marriage made in hell. Try to forget, for a moment, about using a smart phone inundated with advertising messages and think about the implications of a Google-developed smart phone operating system.

It's still the very early days for this type of computing. Symbian and Microsoft have staked out opposing positions, but no company with the size and clout of Google has thrown its support behind the Linux development efforts for mobile computing.

Mobile phone makers are intrigued by Linux because of the constrained memory and power requirements of mobile computers and the ability to customize a Linux base for their products. Lots of work has already been done to make Linux modular, or to create building blocks that can be mixed and matched depending on what is desired. Tomihisa Kamada of Access told me earlier in the year that carriers and phone makers also like the idea of having their own branded interface on the phone, rather than relying on Microsoft and Symbian's branded operating system. If you go that route, that means you have to differentiate your products mostly on hardware, and that can be tricky.

But established phone makers and carriers looking for an answer to the iPhone are finding it hard to bet on a single Linux provider. Palm is floundering, with the recent news that the Linux-based version of Palm OS has been delayed again. Access, the company that acquired former Palm OS developer Palmsource, isn't faring much better. The folks at OpenMoko have gotten some buzz, but when First International Computer is your only hardware partner, you've got an uphill fight ahead of you. MontaVista has had some success with Motorola, and Wind River has been doing some interesting work, but are they in the best position to persuade the world to take a chance on their products?

Google, on the other hand, is Google. They've got open-source credibility, they've got mobile phone pioneers on board with their acquisition of Android in 2005, and some of the best and brightest engineers that Silicon Valley has to offer (not to mention enough cash to fund four or five internal projects that might have produced the eventual winner). As mobile phones start to deliver the same Internet experience as a PC, mobile search will be a vital application.

Could Google be the next mobile operating system company? It's more prepared than you might think.

(Credit: CNET Networks)

The part that trips me up is the notion of an advertising-supported Gphone, something also reported by BusinessWeek as a key part of Google's aims for this market, along with its intention to go after the 700MHz spectrum auction. You're going to have to offer people something pretty special to have ads--even targeted ads--be an integral part of the phone experience, which has thus far been mostly ad free. BusinessWeek thinks Google could be trying to do a television model on your phone, where voice and data minutes are free when the phone user agrees to accept advertising. While that might work to a certain extent, I think people have shown themselves quite willing to pay for things that get around the increasing reach of advertising. The New York Times reported Monday, however, that Google may be forgoing a licensing fee for its software in favor of the advertising model, which could make the software that much more attractive to phone makers.

Despite a lack of smart-phone experience, Google has to be taken seriously in this market. It has the talent and the assets to worm its way into mobile phones, a consumer-friendly brand, and the industry heft to stick around through a few development cycles. The look and feel of any Gphone will be crucial to its chances, and without any solid information to that effect, it's hard to say whether this thing will be a success or a flop. But it's not hard to imagine that Google is making mobile development executives at Symbian, Microsoft, and Palm think long and hard about the current projects they have under development.

UPDATED, 10/9 5:40 p.m: Corrects spelling of Tomihisa Kamada's name.

Tom Krazit writes about the ever-expanding world of Internet search, including Google, Yahoo, online advertising, and portals, as well as the evolution of mobile computing. He has written about traditional PC companies, chip manufacturers, and mobile computers, spending the last three years covering Apple. E-mail Tom.
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Google: All money, no brains..
by imacpwr October 8, 2007 1:53 PM PDT
Google, the savvy tech investor.

So.. how many gabillion did they blow on YouTube...??
Reply to this comment
What's your point?
by feranick October 8, 2007 2:19 PM PDT
I bet you are one of those who didn't have the guts to buy Google stocks when they were cheap. So far Google is the company that more than any other is benefiting financially from their business model. Call them stupid...
So what company do you think is smart?
by kgsbca October 8, 2007 3:20 PM PDT
They paid less than $2 billion for youtube, which will probably turn out to be a good investment.

They are very smart, which is why hollywood hates them. the studio execs are not a very bright bunch (maybe a notch above congress and two above the president), and they are so jealous of google's success, all they can think of doing is suing them. the geniuses that run the telcos are also equally ignorant, as they don't understand that google is paying for access to their DSL subscribers when they pay for their terabits of bandwidth. The consumer electronics and computer companies? when they're not repackaging Intel's incredibly unimaginative reference designs, they all wait to see what apple comes out with next to copy.

So tell me, if google isn't that smart, then who is (besides Apple)?
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What about Apple?
by SteenMachine October 8, 2007 2:37 PM PDT
What impact would a Google/Linux-based OS have on Apple? You mention Symbian, MS, and Palm, but there has to be a view from Cupertino. Could it be that Google and Apple are close partners and that there would be some leverage between the two? Or is it that Apple doesn't have the market share yet to worry about another entrant? Or something else?
Reply to this comment
Both, really
by Tom Krazit October 8, 2007 2:43 PM PDT
Apple doesn't have a fraction of the market yet, and their stated goal is only 10 percent of the mobile phone market by 2008. There's plenty of room for Google there, Symbian and Windows Mobile are much bigger players in the near term.

I also think Apple is a little different because they are a phone maker who uses homegrown software, and a software developer that's very unlikely to license OS X to Nokia, Motorola, etc. OS X wouldn't really compete against Google's OS, because Apple wouldn't be competing for design wins with Google. They'd compete for attention, but they could also do all kinds of cross-partnering, Google Apps on the iPhone, iTunes on the Gphone, etc.
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Apple and Google could offer a great mobile experience
by kgsbca October 8, 2007 3:28 PM PDT
So ok, Apple allegedly can't sell the iphone to anybody other than ATT customers (I keep hoping Jobs has some kind of escape clause). But they are offering the ipod touch. Let's say they also offer a gadget that plugs into the expansion connector and has a microphone and headphone combo on it, and maybe a 3G radio. Then they include some sw that lets selected third parties load applications onto the touch. Let's say one of these companies is google, and the app is an IP phone that runs with the hardware adapter, over wifi or 3G (but wifi whenever it is available). Google operates the phone network over their fiber network and leased 3G network (until their new wireless network is deployed), sells advertising on the touch's display (who cares while you're on the phone if ads are running?), and gives a portion of that ad revenue to apple? Apple sells more hardware, we get a new mobile carrier run by a company that understands what to do with servers, and we get to say buhbye to ATT.

And when we switch to ipv6, and people are using VoIP, they won't even bother with phone numbers, they'll just use their ipv6 address for their phone. ok, maybe that's a little too much to ask.
that doesn't make sense
by ctfoley October 8, 2007 2:45 PM PDT
how'd they get all the money if they don't have any brains
Reply to this comment
Typo
by SteenMachine October 8, 2007 2:46 PM PDT
Apple's stated goal is 1%, not 10%. That would be too bold, even for Steve Jobs.
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This was for Tom's reply to my note...
by SteenMachine October 8, 2007 2:47 PM PDT
replied to the whole story, not individual comment.
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advertising wouldn't have to be intrusive
by ctfoley October 8, 2007 2:51 PM PDT
You know ThePudding, the company that uses what you talk about on phone calls to serve you ads later? Google could buy them. This would be the same as the contextual ads next to Gmail messages. The ads could appear once you ended your call.
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ads are annoying!!!
by gp2792 October 9, 2007 10:33 AM PDT
Who in their right mind would want any company, let alone google, to listen to their phone conversations? Just to serve up a bunch of ads I don't want!?! This ad supported business model makes no sense to me. I spend a lot of time and effort on eliminating ads from my life. Perhaps the younger generation doesn't mind the constant barrage of bs, but I can't stand it. That was a big reason I went away from a land line; cell phones weren't being targeted by telemarketers. The idea of a cellphone that serves up custom ads to my cell all day long is a nightmare to me. Am I alone?
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I'll take one!
by expatincebu October 8, 2007 4:02 PM PDT
Free voice and data in exchange for ads? Count me in. I can ignore the ads the same way I do on TV and Yahoo.

I would LOVE an iPhone (can't afford, hate ATT, and live in asia where it is not yet available) but I will be looking for this device from Google.
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Where's the beef?
by frankly0 October 8, 2007 6:41 PM PDT
I haven't seen a single thing attributed, even in hints, to the Google phone that would make it seem in any way remarkable. I mean, it can do ads? Of what importance is that to the average consumer?

It's hard to escape the conclusion that it's making all this noise about entering the market just because it feels it has to seem to do something really big even if it's got zippo of significance in the works. It has money, and money needs to be spent, and it gets thrown at a project in the mobile space. Problem is, that means nothing with regard to innovation per se.

As Microsoft has pointed out, Google, for all its cachet and all its money, has produced exactly one product that turns a profit: its search engine.

Google seems to be finding out that it can no more buy its way into innovation that people care about than can Microsoft.
Reply to this comment
Linux based smart phone
by Zaunto October 8, 2007 8:17 PM PDT
A Linux based smart phone....

I can't speak for what is happening in the rest of the world, but what we have here in the USA is primarily Windows Mobile and Palm OS (an old version of Palm OS). The fact that Palm is delaying the release of their Linux based OS makes them pretty insignificant in terms of innovation. No one else has stepped up to the plate, so there is a space for Google to jump in and provide a smart phone with an open source OS and possibly also, open source applications. Whoever brings a Linux smartphone to market with the best interface and performance will gain an advantage, particularly if the platform is "open" to third party applications. Apple's desire to keep the iPhone platform closed and iBrick unlocked iPhones won't win them any new fans accept idiots who inhabit Steve Job's "alternate reality field". As long as the Linux phone provide clear call quality and can do more than the pretty iPhone can and the price is right, it will sell.

As far as an advertising model goes, if Google did implement a free minute/free data plan as long as customers view adds, I'd be interested, as long as the phone does what I need it to do- Clear call quality, synch with MS Outlook and third party apps.
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GOOGLE OS 3.1
by inachu October 8, 2007 8:24 PM PDT
I think a GOOGLE operating system would be better than windows XP.

But an OS totally focused on searching.

THAT WOULD BE COOL!
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http://www.openmoko.com/products-neo-base-00-stdkit.html
by tehrani625 October 8, 2007 9:01 PM PDT
http://www.openmoko.com/products-neo-base-00-stdkit.html

This is the Open sorce iPhone killer right now it is a devlopers version and the consumer version will be out latter this month. Right now it is not tied to any service provider and I don't think that it ever will. Otherwise it woulden't be open.
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Killer or killed?
by kool_skatkat October 9, 2007 2:47 AM PDT
Wasn't this around before the iPhone? ...is it a killer or a killed... I think killed.

They could be space for everybody. Apple and Google. Isn't the Google CEO on Apple's board. Why have a competitor on your board? Unless they will not be competing.. but who knows until it happens.
could change how mobile phone operators work...
by pugster October 8, 2007 9:39 PM PDT
All the phone companies are the same, overcharging customers more while 'improving' their incompatible, antiquated infrastructure while not providing enough incentive to use their phone. IE, people have to pay thru the nose to text message. We need google to provide free and hopefully easy to use phones to wipe out the competition.

Linux has been getting alot of buzz lately in the Gphone and MID craze. It would be only a matter of time when you see a convergence between the 2.
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You would never be able to finish this
by Edwin Hui October 8, 2007 10:48 PM PDT
I find it highly unlikely that Google will make a substantial dent in the mobile phone market in the next 5 years, if ever at all.

This is similiar to the argument that Apple would take the mobile phone industry by storm, and that the IPhone would start a new revolution.

Please. What appears to be a high tech, shiny, advanced mini-computer/phone is actually a dumbed-down pda that has multiple restrictions, and whose features cannot compete against phones costing half as much.

If you come out East a little, the IPhone is not very desirable. In almost every category you can think of, speed, functionality, data transfer, pictures, battery life, size, weight, etc ... the major phone manufacturers blow Apple away.

The IPhone only appeals to the vain, and honestly there are several phone models from multiple manufacturers out there that already have some nice models out that suit that need.

Going back to Google, what is their spin? An open-source solution to phones? I think Google needs to take a step back, in most of their operations, and see what the consumer really needs. The average consumer doesnt care what OS the software runs on, they just want a phone.

It calls. It texts. It can run some simple games. Some downloadable java apps to look up recipes etc.

You have to have the entire ecosystem around the platform before you have a chance to be a major player. Linux? Half the applications I want to run don't support Linux on the desktop, let alone the phone.

Maybe I'm missing part of the picture here, but nothing in this article addresses any consumer wants/needs that I can see.

And from the past practices of Google, your text messages and phonebook will be scanned, and ads will pop up depending on who you call =)

I'm only half kidding too. LOL.
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