While Google's first move into products, Nexus One, seems like it has had negligible impact (about 150,000 sold to date), the bigger questions should be when will the Android ecosystem of devices wield enough power to drive open devices capable of operating on any network. (http://venturebeat.com/2010/04/12/google-android-unlocked-phones/) With 50 different Andriod-based phone projects underway, it is just a matter of time until they are number two in the OS world and start to drive towards an unlocked device model. As devices become smarter and more network-aware, this puts Google in a terrific position to be the "super carrier" where a single device can poll the best network at their location and consult a Google database to determine the best choice. So while the carriers are embracing Android now as an immediate counter to Apple, they may be setting the stage for a new type of competitor.
How Disruptive is Android?
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