Betting on Wireless Could Be a Huge Catalyst for Google

A reported plan to expand into wireless phone service foreshadows grander ambitions that could boost Google Inc. stock.

Apr 8, 2014 at 10:30AM

Would consumers trust a search engine to offer reliable phone service? We may soon find out, Fool contributor Tim Beyers says in the following video.  

According to sources cited by The Information, Google (NASDAQ:GOOGL)(NASDAQ:GOOG) is weighing a deal to offer wireless service in cities where it already offers Google Fiber. Verizon (NYSE:VZ) is a likely partner, the site reports.

Whether this will ever be more than a rumor is hard to know. Yet Tim says any arrangement that provides simpler and faster wireless access is potentially disruptive and could boost Google's stock as a result. At the very least, it could help further the company's goal of using the Internet as a primary means of delivering not only information but also entertainment and communications services.

We've also seen Google dabble in this area before, when it teamed with Intel and others to invest billions in WiMAX technology developed by the company we used to know as Clearwire. LTE has since emerged alongside Wi-Fi as the as the industry's two dominant broadband technologies.

Teaming with Verizon would allow Google to reduce the risk of making another WiMAX-sized mistake while growing a key element of its business, Tim says. Do you agree? Would you sign up for Google wireless service were it made available to you? Please watch the video to get the full story and then leave a comment to let us know what you think, including whether you would buy, sell, or short Google stock at current prices.

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Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Google (A and C shares) at the time of publication. Check out Tim's Web home and portfolio holdings, or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool recommends and owns shares of Google (A and C shares). Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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