Why now? Google has created channel conflict
The timing of all of this is curious, though. Droid just launched, and both Verizon and Motorola have made a pretty significant bet on Android.
To have the Google phone drop smack in the middle of Christmas buying season, certainly risks customers holding off on Droid, and waiting to see what Google will come out with for Verizon. Needless to say, the risk of that scenario playing out can't make either Verizon or Motorola too happy right now.
More to the point, when you position yourself as a platform for handset makers and carriers, and then turn tail and compete with them so early in the ecosystem seeding process, that has to be a wake up call that maybe the enemy of my enemy (Apple) is not my friend after all.
The reasoning that Google may feel that they need to put destiny into their own hands RIGHT NOW is something that I blogged about in:
Android’s ‘Inevitability’ and the Missing Leg
http://bit.ly/87URNI
Check it out, if interested.
Mark