26 thoughts on “So Google Will Bid For Spectrum. Will It Play To Win?”

  1. Right on. And that’s why these phone companies executives are so mad at Google. Google has come into their arena pretending to play ball, but throwing a knuckle ball, only to change the rules of the game. As a consumer, I’m glad for any positive changes that result. As a phone company CEO, I’m a bit rubbed by the foul play.

  2. Completely agree. The real winner here is not the consumer as Chris Sacca points out – it is the US Treasury. If Google bids, the price goes up. If Google wins it will be at a higher price than the spectrum would have ordinarily commanded. This is the quid pro quo the FCC gets for the limited concessions it made to Google.

  3. Consumer-a-winner? While Google continues to profile consumers!! 🙂

    Hope they win spectrum game, but getting little tired of Google, honestly. Let’s hope open source search engine challenges Google. That’s when consumers will win.

  4. After having watched John Dorer’s interview on Battellemedia, I guess its not Eric, but John Doerr is the man behind Spectrum Lobby. Also he is the man behind Google’s renewable energy plan, check out that video.

  5. Om,

    Well said. I would expect GOOG will be at or just over the $4.6B minimum enforcement bid, if only to ensure that the openness caveats have to be honored by the winner (as you know, anything below $4.6B and all restrictions are removed).

    And we can also be sure that AT&T and Verizon, who not only want the spectrum but REALLY want the spectrum, will bid well above that $4.6B figure.

    The really stunning thing will be if GOOG bids significantly higher then that and, I think even THEY would be surprised if they won.

  6. Win or lose for Google? Now that google has pissed off the phone companies with their antics, can they expect the heat in return later?

    Surely they won’t run up a bid in this auction, just to see the phone companies pay a higher price. I believe they put the minimum bid on the table; get the new rules; then walk away.

  7. Google bids on assets for competitive assets. Sometimes to win. Sometimes to drive up the price for a competitor. Ebay overpaid for Skype. Microsoft overpaid for Facebook. Don’t see anyone complaining about the youtube premium now do you?

  8. Google is not playing to win. They are playing to lose.

    My guess is that Google will bid the minimum to make the new “openness” rules stick, and no more. The last thing they really want is to be a Telco.

    They just want the openness, so that the mobile Internet becomes a reality. More Internet, more search, more online apps, better for Google. Let the Telcos bid high, pay the money and quickly become the bit-pipes Google is aiming for them to be.

    By playing to lose they get want they really want, without paying the big bucks and without the headache of becoming a Telco. A perfect poker bluff.

  9. Google is always a winner, and they only bid on the important stuff, so if they want something its theirs, nothing to do about it.

  10. Or google could keep saying they’re bidding the min….then totally slam the competition with a megabucks bid where they’re going to actually win it. The Telecom’s would never see it coming.


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