I’ve detailed my confidence in the disruption that remotely provisioned SIMless devices will help Apple achieve and I think it’s becoming obvious that this will have a lot more impact on the mobile industry than the launch of the original iPhone.
Although a lot of the press are suggesting that the Motorola take over is about buying patent protection for it’s Android OS customers I think its more a case of Google realising that producing the device and OS will be the only way to compete with Apple’s remotely provisioned devices.
I welcome this move and hope the Motoogle gets it’s act together quickly as otherwise there really is going to be no competition (Nokia ceded its own high end OS strategy – contrast the welcome Facetime got with the battering Nokia got for mentioning Skype! – and Samsung have continued to post massive growth by working with telcos and keeping it’s BADA OS for a larger midmarket device strategy).
It’s going to be interesting to see how the Apple Carrier Elimination strategy pans out…