Five Facts About Google Phone

Is Google (GOOG) Phone fact or fiction? Engadget says Google’s entry into mobile phone business is for real, and the company is going to announce it soon. Scott Kirsner talked to a bunch of folks over who are intimately familiar with the effort and outlined his findings in an article for The Boston Globe.

The story talks about a handful of Boston entrepreneurs and venture capitalists who have seen the phone, but are under NDA and can’t talk about it. Rich Miner, a co-founder of Android, a mobile software company he started with Andy Rubin (formerly of Danger) is based in Boston.

Google bought Android in August 2005. Later Google snapped up Reqwireless and Skia, two tiny start-ups with mobile expertise, and since then has been hiring mobile-focused folks at a pretty steady clip.

The news (or rumors) were enough to get me dialing-for-dirt over the big holiday weekend. These are the tidbits I picked up from a reliable source:

1. Google Phone is based on a mobile variant of Linux, and is able to run Java virtual machines.
2. All applications that are supposed to run on the Google Phone are java apps. The OS has ability to run multimedia files, including video clips.
3. The user interface is similar to a UI typical of mobile phones, and the image (with red background) floating around isn’t representative of the Google Phone UI. The entire UI is said to be done in Java and is very responsive. The UI, of course has a “search box.”
4. There is a special browser which has pan-and-browse features that are common to modern browsers such as browsers for iPhone and Symbian phones. The entire browser is apparently written in Java. But then others have told us that the browser is based on the WebKit core, the same engine in Safari and in iPhone, and Google has been making optimizations to speed it up. This is one aspect of the Google Phone I am not sure about.
5. Initially there was one prototype, but over past few months Google has the mobile OS running on 3-to-5 devices, most of them likely made by HTC, a mobile phone maker, and all have Qwerty apps. The model that folks have seen is very similar to the T-Mobile Dash. Around 3GSM, there were rumors that Google, Orange and HTC were working together on mobile devices.

These tiny-bits of information are pretty close to what Simeon Simenov, a VC with Polaris Venture Partners had very clearly outlined on his blog eons ago. I can’t seem to find that post, so here is is an alternate link. Simenov also wrote a pretty good post on what should be an ideal mobile stack. Google is pretty close to what Simenov had outlined.

We will post more details as they come our way. I had initially thought that it could be a more viable option to the $100 PC. While that argument still remains true, I think this is a strategic move by Google to keep Windows Mobile’s growing influence in check. Microsoft has spent billions on its mobile efforts including buying companies such as Tell Me Networks.

Forget iPhone, Think Google Phone

The Observer of London is reporting that Google might be working with HTC and mobile/telecom giant Orange to build a Google Mobile Phone, which could possibly have Google software inside the device, and would be able to do many of the web tasks smartly. The device, article speculates, could go on sale in 2008. (Of course, we would all have forgotten by then… if it doesn’t happen.) Orange and Google, both declined to comment.

Their plans centre on a branded Google phone, which would probably also carry Orange’s logo. The device would not be revolutionary: manufactured by HTC, a Taiwanese firm specialising in smart phones and Personal Data Assistants (PDAs), it might have a screen similar to a video iPod. But it would have built-in Google software which would dramatically improve on the slow and cumbersome experience of surfing the web from a mobile handset.

It would be interesting to see if this comes to fruition. Google, in recent months has become increasingly aggressive about its mobile ambitions, and is pushing into the carrier space, though there have been some snags.

Google Phone, if you think about it is a reasonable speculation. Google has been aggressive in developing location based services, has amp-ed up its local search and mapping services. In addition, it has also been mobilizing its applications such as GTalk and GMail. YouTube, the video arm of Google, is beginning to embrace the mobile ecosystem.

Normally, one would not spend too much energy on this bit of news. However, presence of Andy Rubin on Google campus gives us a reason to pause.

Who is Rubin? He was one of the co-founders of Danger, the company that makes the Sidekick devices. He sold his last company, Android to Google for an undisclosed amount of money, and he has been holed up in Mountain View, California campus of Google, doing something.

No one knows what, but since Android was focusing on mobile, it is safe to assume that he just might be involved in Android. Danger, as you might know has become a multimillion dollar business based off the “compress web and take it mobile” technology developed by Rubin and others. Businessweek had reported that Android was working on a cell phone operating system.

One source familiar with the company says Android had at one point been working on a software operating system for cell phones. … In a 2003 interview with BusinessWeek, just two months before incorporating Android, Rubin said there was tremendous potential in developing smarter mobile devices that are more aware of its owner’s location and preferences. “If people are smart, that information starts getting aggregated into consumer products,” said Rubin.

For Orange, this could be a valuable asset in its triple play ambitions. The company owns broadband businesses across Europe, and has access to 3G networks, and is owned by France Telecom. It could use Google’s web expertise to take on its rivals, by offering web-mobile hybrid phones, and at the same time get a slice of mobile advertising revenues. I know, sounds far fetched, but not out of the real of possiblity.

Your thoughts?