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Google's November Assault on Microsoft and Apple

By Google inducing its hardware makers to launch on the latest version of the Android OS, it will come a lot closer than before to matching the uniformity of the software experience offered by smartphones from Apple and Microsoft.

But that may not be the only benefit and trick of what Google has in mind for its future smartphones:

Whether this November or some time in 2013, Google may dramatically expand its "direct sales" model of both devices and service plans. Consumers can save a lot of money by purchasing a Google Nexus smartphone from Google already today for $349 and using it with an all-you-can-eat SIM card for $30, $45 or $60 per month depending on carrier and features. This can often save a consumer $1,080 over two years compared to a contract-subsidized plan, making for a huge net savings still.

The problem for Google is that today it offers only one phone for these attractive service plans. It's a good phone alright -- the Samsung Galaxy Nexus (GSM global unlocked version) -- but it would be much more attractive to have models in all sorts of sizes and shapes from HTC, Motorola, LG, Sony and others to do the same. This may be what will happen this November.

To summarize, I believe it is likely that Google will launch a broadside worthy of a comprehensive computing portfolio -- PCs, tablets and smartphones -- this October/November that will compete very strongly against the recently upgraded offerings from Microsoft and Apple.

If Google does what I have outlined here in my suspicions and suggestions, it will likely be taking market share on all fronts going into 2013.

At the time of publication the author was had positions in GOOG, AAPL and MSFT.

This article was written by an independent contributor, separate from TheStreet's regular news coverage.

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