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Tech Analyst: Google to Compete with Comcast, Verizon, AT&T

the Editors

Google (NASDAQ: GOOG - News) has been receiving a lot of attention recently as it has become increasingly overt about putting pieces in place to expand the company's reach beyond being the most popular search engine provider, but did you know evidence suggests Google may soon compete with cable companies like Comcast (NASDAQ: CMCSA - News) and phone companies like Verizon Communications (NYSE: VZ - News) and AT&T (NYSE:T - News) to deliver bundled services including IPTV? Editor Paul McWilliams, whose Next Inning Technology Research model portfolio has returned 299% since inception, has made sure his readers are informed ahead of The Street and know what the outcome of these puzzle pieces will look like.

"Google stands to win big with Motorola Mobility (NYSE: MMI - News) acquisition," McWilliams said in August. "Not only will it protect its Android platform, it will be able to much more effectively leverage its core cloud strategy that is emerging via its Chromebook strategy."

"All of the Chromebooks announced so far include a Trusted Platform Module (TPM)," McWilliams said. "I believe Google intends to use this to launch a secure cloud strategy, and by buying Motorola Mobility it can extend its strategy into the smartphone and tablet sectors."

The Motorola Mobility acquisition will benefit Google in at least three ways, McWilliams points out. While its handset position has deteriorated from the company's glory days, it has come a long ways towards rebuilding that with its new Droid smartphones. A second huge component of the acquisition is grabbing Motorola Mobility's 17,000 patents, and 7,500 patents pending, which will bolster the company as it expands its footprint in an ever more litigious environment, and as Google prepares for a greater head to head battle with Apple (NASDAQ: AAPL - News), he said. Bundling these patents with Android may provide Android smartphone manufacturers with protection from Apple and help Google better monetize its brand.

More recently McWilliams broke the news of how Google is investing heavily in the Midwest and putting in place the pieces for a significant content delivery play. In a series of special alerts to his readers, he detailed how Google filed an application with the FCC to build an "antenna farm" in Iowa as well as applications to Kansas and Missouri to deliver IPTV. Google only officially announced it was using the Kansas City area to test its new 1Gbs fiber optic broadband deployment.

Although Google has yet to confirm it, McWilliams believes this evidence supports his contention that Google intends to compete with cable and telecom companies that deliver video services. If this proves to be the case, owning Motorola's set-top-box business will prove to be a real plus for Google. Next Inning free trial subscribers will have immediate access to McWilliams' comments on where he believes Google is headed next.

McWilliams has consistently alerted Next Inning readers to buying opportunities for the hottest stocks as well as breaking news critical to investors. He got readers in front of the Apple juggernaut beginning with the introduction of the first iPod. In January 2009, McWilliams tipped his readers regarding accounting laws that were masking Apple's true earnings power; Apple was trading for less than $100 at the time and more than doubled its price within nine months. Beginning late last year he predicted gains were still ahead, and since the new year Apple has seen its stock soar from $400 to $600 this week. Next Inning free trial subscribers will have immediate access to McWilliams' comments on where he believes Apple is headed next.

The Next Inning model portfolio is up 22% year to date versus 11% for the S&P 500. Click here to start your free 21-day trial membership to Next Inning Technology Research and get McWilliams' in depth reports, earnings previews, and real-time trade alerts.