This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
See Cramer's multi-million dollar portfolio for FREE and get his new book Get Rich Carefully! Learn More

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.

Stock quotes in this article: GOOG, AAPL, MSFT, DELL, HPQ, SNE 

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
DOW 16,408.54 -16.31 -0.10%
S&P 500 1,864.85 +2.54 0.14%
NASDAQ 4,095.5160 +9.2910 0.23%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs