It is not just about the outcome of the 700 MHz auction

The incumbents triumphed. The FCC collected $19.59, almost twice what they had projected. And nothing has really changed. Well, almost nothing...

Some deem Google's congratulatory message to the auction's winners as somewhat of a concession speech. I, however, am inclined to believe that the under performance of Google during the 700 MHz spectrum auction could not be accidental.

For one thing all of the upfront posturing and lobbying did help put conditions for an "open network" on the much coveted C block.

The Google threat probably also caused the large incumbents to dish out more cash than they would have had to otherwise. Google did bid $4.6 Billion early during the auction. At the end Verizon wound up dishing out a whopping $9.63 Billion, while AT&T dished out $6.64 Billion.

There could also exist the realization on the part of Google that the best way forward for Android is not through a mobile network of its own (i.e., limited devices), but rather through collaboration with the incumbents. This would potentially, and depending on how smart it continues to play the game, give it a much wider footprint.

So rather than being disappointed I'd much rather focus on the promising changes this whole melodrama has brought about:

1. Various operators, including Verizon, have expressed the acceptance of Android
2. AT&T and Verizon announced a move towards open access
3. This week Verizon hosted its first and historical open development conference
3. Verizon released its first open access device specifications today

Let's keep in mind that just one year ago these events were simply unimaginable.