This helps explain Google’s motivation for Android. Google could, of course, just extend their search advertising to mobile phones, Adsense for mobile devices and build mobile versions of their web applications so anyone can use them. That might make for a fine business, but it’d also be a rather weak position to be in compared to where Google is now. Phone makers could change the default search engine on their phones to something other than Google; mobile devices might change how people find information—they might switch away entirely from using a search engine, and in that case, Google would be dead in the water; or, worse, perhaps mobile devices could move people away from using advertising-supported web applications, and toward primarily using paid-for applications; in that case, Google would really be screwed.
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