T-Mobile is in big trouble because its network hasn't been upgraded. Verizon is in good shape for the time being but that could change with open access - which Google is a huge proponent of. Sprint/Nextel is loosing subs and I think they'll actually see the biggest impact. Google will probably bid on the 700 Mhz spectrum and if they win, then things will change dramatically. I don't see them building their own network, but they will reach agreements to sell parts of the spectrum to other providers with the stipulation that the networks open up for 3rd party content and allow the Google platform to run on their nets. End result would be a huge benefit for the consumers.








