Well, we've done it. We've published our definitive Google Android Ecosystem report -- all 35 pages of it. I've been working closely with independent analyst Randy Giusto for about 3 months now. It's been a lot of work, but the report is done, and it's ready to be purchased at our Research Store (break out the plastic!). If you want the Cliff's Notes, basically what we found was that Google Android adoption is accelerating in the developer community, and the operating system (OS) is likely to take off in late 2010 and early 2011. Because Android is an open-source, unlocked OS model, it could precipitate a sea change in the way that smartphones and applications are marketed in the mobile marketplace. Another important finding is that dozens of Android-based devices are in development and will start shipping toward the latter half of this year. That will swing the mobile "buzz" back toward Android -- ending the solitary rule of iPhone in the marketing department. It's likely that Android will quickly become the number two operating system behind iPhone in terms of user excitement and adoption. The move toward Android will present an entirely new set of questions for mobile service providers and device makers alike: Can the existing business model of subsidized phones continue? In Europe, for example, unlocked phones are interchangeable between carriers but users pay full price for the phones. Because Android is pushing the world toward an unlocked, open, world, it's likely to bring about enormous challenges for service providers who are used to having more control. For more information, you'll have to purchase and read the report in entirety. Here are some of the questions that it answers:

• How Google Android will change the mobile operating system market forever
• Which hardware manufacturers are readying Android devices
• What the impact will be for application developers.

The report, which will be regularly priced at $1,500, is available now for a special discounted price of $1,250 (17% off). It is available at http://www.raynoreport.com/shop.

Gold-plated Silicon Valley venture firm Kleiner Perkins Caufield & Byers (KP) is upping its bet on iPad applications.  The partners, in a post on TechCrunch, say that the immense growth projected in the iPad market is leading them to  "double down" by boosting the venture capital firm's fund focused on the iPad -- the iFund -- by $100M to a total size of $200M. Why now? KP partners believe, apparently, that the iPad is ushering in a new phase of innovation comparable to the World Wide Web. Kleiner Perkins Caufield & Byers partners John Doerr, Bing Gordon, Chi-Hua Chien and Ellen Pao write that the iPad experience is a follow-on boom to the Web:

The rest of the 90’s were a ONCE-in-a-lifetime experience. Entrepreneurs created the Web, and great ventures – Netscape, Amazon, Ebay, Google, and others. And they changed our lives. Silicon Valley became the Florence of the New, Networked Economy. The advent of the iPad feels like deja-vu, like it’s happening all over again. Not once, but TWICE-in-a-lifetime.

The VC partners have funded 14 companies, with 3 in stealth mode. The companies include Booyah, Cooliris, GOGII, iControl, InMobi, ngmoco, Pelago, Pinger, Shazam, shopkick, and Zynga mobile. KP partners say the companies in the iFund have generated more than 100 million downloads and that they expect the companies to generate more than $100 million in revenue this year. To read the full article, go here.