Friday, July 20, 2007

Google takes another look at access network opportunities

Google is taking another look at the access business. Having invested in a worldwide fiber backbone and an extensive datacenter network, the 'only' piece missing from the netwok puzzle is an access network.

Today, they are investing in Ubiquisys, which manufactures femtocells. Basically, femtocells are an emerging technology, aimed at a better user experience (in-house coverage), as well as traffic offloading for mobile operators (traffic is offloaded through the femtocell and the home gateway onto the user's broadband connection).
It's not an easy sell, as Disruptive Dean has shown several times (how do you get the user to 'buy' it?; competition from the enhanced WiFi standard 11n for better in-home coverage of UMA handsets; the expected move to 900 MHz band, for better in-home coverage; etc.).

This adds to previous baby steps:

I am working on a story that could, at least in theory, very well be the next (big) step. More on that after the weekend week.

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