In addition to being a troll, Mr. Orlowski has a long-standing and irrational dislike of Google in particular, and while this is the most credible piece I've ev

In addition to being a troll, Mr. Orlowski has a long-standing and irrational dislike of Google in particular, and while this is the most credible piece I've ever seen from him, everything he says about the company should be taken with huge heaping spoonfuls of salt. In his typical M.O., he takes an initially rational argument (Google is competing with mobile operators it was previously partnering with, which is going to accelerate their transformation into dumb pipes) and then extrapolates to ridiculous conclusions (Google is secretly attempting to build its own private Internet and become the only ISP in the world). Google is definitely a threat to mobile operators, but then the writing has been on the wall for their business model for a long time -- a disruptively cheap VoIP operator with a data-only handset is going to be the end of the archaic concept of "voice minutes" and thus their profits. It might be Google, or it might not, but it's going to be somebody.