Sunday, December 23, 2007

Firefox Goes Cloud Computing


Firefox has taken a step towards cloud computing by releasing the first version of Weave, a way to blend of the desktop and the Web through deeper integration of the browser with online services.

Basically, Weave pushes browser metadata (bookmarks, history, customizations into the cloud so it can be retrieved and used on any machine. The metadata is transparently reflected everywhere an individual gets online. Weave also will provide a basic framework for easily sharing and delegating access to this metadata to friends, family and third-parties. And it's a Mozilla product so there will application program interfaces for developers.

Mozilla intends to provide the infrastructure and an consistent model for how a user can open up their browser metadata to friends and third-party applications.

Bye Bye TDMA

at&t Wireless and Alltel finally are shutting down their old analog and first-generation cellular (TDMA) networks in February 2008. Verizon Wireless says on its Web site that it will retire its analog network on Feb. 18, 2008, and will not provide analog service after that date.

Almost nobody will notice. The carriers say a million phones out of 250 million in use might be affected. No phone capable of text messaging uses analog technology. No Sprint or T-Mobile phones use analog, either.

Carriers have been telling analog customers about the shutdown and offering them new digital service plans and phones, so it isn't clear that any active users will experience issues. There might be some "phones sitting in drawers" that users keep around for emergency 911 calling, without plans, that could be affected.

But at&t, which had the largest number of analog customers at one time, has been phasing analog out since 2001, and with the high rates of phone replacement, can't still be supporting many users on the older system.

Separately from the analog shutdown, Alltel and AT&T will finish phasing out networks that use a first-generation digital technology known as D-AMPS or TDMA (for Time Division Multiple Access).

Saturday, December 22, 2007

Google Growth Uneven

Some observers caution that Google is over-estimated where it comes to innovation. "Not everything Google does succeeds," that line of thinking goes. And of course that is quite correct. Lots of things Google has done have not been runaway successes. Some initiatives have failed, plain and simple. GTalk hasn't caught on, and Google bought YouTube because Google's home-grown video site wasn't getting traction.

Perhaps the implication is that potential competitors shouldn't fear Google as much as they seem to, as Google fails often enough. Perhaps the other way to look at matters is the frequency with which Google does, in fact, succeed, compared to the number of attempts. And given the number of attempts, the more Google fails, the more it will discover things that work.

Sure, Google seems to go off on tangents now and then. Google defends these explorations as attempts to find other really big businesses. Maybe. And maybe Google just goes off on tangents now and then. Either way, the attempt to start new things is going to lead to lots of failures, if Google tries enough new things. Some of us might argue that is precisely what makes Google so fearsome: it innovates so fast for a firm its size.

Still, the observation that Google does not succeed with much of anything outside of search might be premature. Even "search" took a while to catch on. So, no, Google does not immediately dominate "every" market or segment it enters. It experiments. It fails. If it succeeds 10 percent of the time, and fails often enough, it just might discover some significant-sized new businesses.

Christmas Humor


MEMO: December 1st
TO: ALL EMPLOYEES

I'm happy to inform you that the company Christmas Party will take place
on December 23rd at Luigi's Open Pit Barbecue.
There will be lots of spiked eggnog and a small band playing traditional
carols... feel free to sing along.
And don't be surprised if our CEO shows up dressed as Santa Claus to
light the Christmas tree!
Exchange of gifts among employees can be done at that time; however, no
gift should be over $10.
Merry Christmas to you, and your family.
Patty Lewis, Human Resources Director


MEMO: December 2nd
TO: ALL EMPLOYEES

In no way was yesterday's memo intended to exclude our Jewish employees.
We recognize that Hanukkah is an important holiday that often coincides
with Christmas (though unfortunately not this year). However, from now
on, we're calling it our "Holiday Party."
The same policy applies to employees who are celebrating Kwanzaa at this
time.
There will be no Christmas tree and no Christmas carols sung.
Happy Holidays to you, and your family.
Patty Lewis, Human Resources Director
MEMO: December 3rd
TO: ALL EMPLOYEES

Regarding the anonymous note I received from a member of Alcoholics
Anonymous requesting a non-drinking table, I'm happy to accommodate this
request, but, don't forget, if I put a sign on the table that reads, "AA
Only," you won't be anonymous anymore.
In addition, forget about the gifts exchange -- no gifts will be allowed
since the union members feel that $10 is too much money.
Happy Holidays to you, and your family.
Patty Lewis, Human Researchers Director


MEMO: December 7th
TO: ALL EMPLOYEES

I've arranged for members of Overeaters Anonymous to sit farthest from
the dessert buffet and pregnant women closest to the restrooms.
Gays are allowed to sit with each other.
Lesbians do not have to sit with the gay men; each will have their own table.
Yes, there will be a flower arrangement for the gay men's table.
Happy now!?
Patty Lewis, Human Racehorses Director

MEMO: December 9th
TO: ALL EMPLOYEES

People, people! -- Nothing sinister was intended by wanting our CEO to
play Santa Claus!
Even if the anagram of "Santa" does happen to be "Satan," there is no
evil connotation to our own "little man in a red suit."
Patty Lewis, Human Rat Race Director

MEMO: December 10th
TO: ALL EMPLOYEES

Vegetarians -- I've had it with you people! We're going to hold this
party at Luigi's Open Pit whether you like it or not, you can just sit
at the table farthest from the "grill of death," as you put it, and
you'll get salad bar only, including hydroponic tomatoes. But, you know
tomatoes have feelings, too. They scream when you slice them. I've heard
them scream.
I'm hearing them right now... Ha!
I hope you all have a rotten holiday! Drive drunk and die, you hear me?!
The ***** from Hell

MEMO: December 14th
TO: ALL EMPLOYEES

I'm sure I speak for all of us in wishing Patty Lewis a speedy recovery
from her stress-related illness. I'll continue to forward your cards to
her at the sanitarium. In the meantime, management has decided to cancel
our Holiday Party and give everyone the afternoon of the 23rd off with
full pay.
Happy Holidays.
Terri Bishop, Acting Human Resources Director

IBM Blue Cloud: Internet Style Data Centers


IBM’s Blue Cloud is a platform for cloud-based computing, expected to be available to customers in the spring of 2008, supporting systems with Power and x86 processors.

“Blue Cloud" will allow corporate data centers to operate more like the Internet, enabling computing across a distributed, globally accessible fabric of resources, rather than on local machines or remote server farms.

It is, along with Amazon's Elastic Compute Cloud, a seminal step towards network-based computing architectures. Sun Microsystems was ahead of its time in declaring that the "network is the computer." But cloud computing is going to fulfill the prediction.

Call it "software as a service" if you like. The point is that we are nearing an era where resources will be invoked from the computing cloud using a Web browser. Policies still will be needed to authorize use of specific resources, to be sure. But the larger point is that computing, storage and application resources will reside "in the cloud," and be invoked as required by users at the edge of the cloud.

There are all sorts of practical advantages. Distributed or mobile workers can simply invoke their services and information from where they are, using a standard Web browser. Everyone always will have the latest version, the latest patch, the latest version or update.

Computationally intense activities can be handled by clusters of machines designed for such intensity. Storage can be invoked, not carried; used rather than built.

If a developer needs expensive resources, they can be gotten on a sort of "time shared" basis, rather than on a "build your own computing center" basis.

Blue Cloud will be based on open standards and open source software supported by IBM software, systems technology and services.

The interesting speculation is about how cloud computing might change the way enterprises think about their application and storage architectures. Given the massive increase in the scale of IT environments, one wonders how they'll assess the trade-offs between "building data centers" and "renting reources."

Up to this point, the enterprise data center has been the penultimate computing resource. Might the "cloud" surpass even local and networked data centers?

Has the Web Killed Enterprise Intranets?


Between emerging social networking tools and Web browser front ends, it is conceivable that the need for enterprise "intranets" is not so urgent anymore. As the Internet was seen as an external network, intranets were supposed to make internal data bases, information and communication available to enterprise associates.

But email, instant messaging, texting, mobile phones, Saleforce.com and other Web-based tools arguably not allow organizations to do those things without building dedicated intranets.

Instead, we've flipped everything inside out. The big movement now is towards software architectures that allow internal resources to be exposed to users with access to Web browsers.

Airline Exec for Red Hat


Sometime big has changed when a former Delta Airlines COO takes over as the CEO of a technology company like Red Hat.

Red Hat isn’t a little startup trying to convert people to Linux. It’s a business selling to big corporations. It needs leadership used to selling enterprises.Also, if Red Hat can reasonably expect to compete to supply half of the worldwide server market by 2015, it will really have to scale. Companies like Delta are about systems and logistics, the sort of things one needs to really scale.

James Whitehurst, of course, wouldn't be the first non-technology executive brought in to head a technology company. Lou Gerstner transformed IBM into a services company, using a background of RJR Nabisco and American Express.

The choice shows how mainstream open source has become. Red Hat needs to sell to enterprise executives, with huge scale.

Vonage, AT&T Settle VoIP Patent Dispute


Vonage and at&t have finalized the settlement of a dispute between the companies. No details were released. But $39 million had been mentioned earlier.

Friday, December 21, 2007

IP Multicasting Coming?


Not being a "techie," I first became aware of "IP Multicasting" in 2000, when working with some folks developing a streaming media service. As somebody who spent some time in the cable TV business, it made a huge amount of sense. Basically, the idea is that for popular content, say a TV show that millions of people want to watch, one uses multicasting to launch a single stream that all those viewers can watch, rather than millions of discrete streams. Those of you who are network engineers will appreciate the elegance of the way this conserves bandwidth, in the same way that satellites deliver a single stream that millions of viewers can watch. That's the beauty of all multicasting: highly efficient sharing of downstream bandwidth.

Carriers proved resistance to enabling multicasting, however, for all sorts of other reasons, not the least of which was the fear that control over available bandwidth would be lost. But technology journalist Mark Stephens (Robert X. Cringely) argues multicasting is the future of television. Well, at least the future for some sorts of television: the highly-viewed, synchronous sort.

Multicast was built into the structure of the Internet from the very beginning but was generally not turned on because network administrators view it as a resource hog (local storage and resources, not bandwidth, per se).

Cisco long has been a huge supporter of multicast because it requires ever bigger and more powerful routers. That might be true, but multicasting still makes eminent sense as a way to distribute highly-popular video. Sure, there are other sorts of video that have to be unicast because demand is low. But multicasting is quite efficient of bandwidth for highly-popular streams.

Stephens uses a simple example. Say a user wants to see Seinfeld episode 60, and is entitled to do so. That event gets assigned a multicast address.
When the show is made available on a server anywhere on a part of the net that supports multicast, the user receives it. All the routers between here and there look for multicast subscriptions and enable them and the episode is is cached locally.

In order to lower their bandwidth bills, ISPs are trying to take greater control of the way we, their customers, use our "unlimited" bandwidth, says Stephens. But IP multicast offers another tool to do so, and is less bothersome.

Both Comcast and Verizon are rapidly rolling out IP multicast, Stephens notes. The reason is that IP multicast remains a highly-efficient to deliver popular programming, and means most of the linear cable channels. ESPN demands as part of its contracts that much of their programming on MPEG-2-equipped cable systems must delivered at 5 Mbps to 8 Mbps, compared to the 2 Mbps used for most other channels.

Contracts are similiar for premium cable services such as HBO or Showtime.

Internal audience studies at Comcast have shown that 90 percent of the customer base watches 10 percent of the available channels.The problem is that each of use might have a different seven favorites. Also, even if few people actually are watching, cable companies can't turn them off because programming contracts with the studios require carriage.

Multicast solves this problem because it allocates no bandwidth to channels that aren't being watched. It's an interesting business issue: the signals are "carried" but maybe not "broadcast" to consumers who aren't actually "tuned" to the channel.

IP Multicast is an alternative to P2P, in other words.

Has Apple Sold 5 Million iPhones?


Cleve Nettles at Mac9to5 thinks so. Nettles expects Apple to say so in January, at Macworld. The issue is how those sales relate to the announced goal of selling 10 million iPhones. Some people recollect Steve Jobs, Apple CEO, promising sales of 10 million phones in calendar year 2008 alone. Others seem to think he meant 10 million by the end of 2008, in total.

Rivals at Nokia and Research in Motion probably aren't excessively worried either way, given the installed base of devices each of those firms has, and the number of new devices they ship every month. Of course, Apple has a distinct advantage. It gets recurring revenue from the sales of each of its phones.

RIM and Nokia do not. So one iPhone sale is worth a lot more revenue than the sale of a new BlackBerry or Nokia handset.

Cable Targets Small Business


The coming year is when we see just how formidable U.S. cable companies will be in the small business communications market. To be sure, many veterans of the business communications market don't think cable will much of a factor in the enterprise market. Maybe not. That's not where cable companies are going to focus, which is the small business customer.

Comcast Corp. apparently plans to spend $3 billion to sign up 20 percent of small companies in its territories by 2012. Time Warner Cable Inc. is also pursuing businesses with fewer than 1,000 employees. And Cox Enterprises has been signing up lots of business customers for years.

Phone companies dominate the $25 billion annual market, which can generate profit margins about 10 percent higher than services offered to consumers or enterprises.

On the other hand, large telcos don't generate nearly as much money from phone lines and calling as they used to. In fact, small business lines provide only about five percent of at&t's revenue these days.

Cable providers, with less than five percent of the small business market, may seize one-third by 2012, saus Sanjeev Aggarwal, AMI-Partners VP.

So two things are going to happen. In some cases telcos will cut their own prices to match the discounts cablers are expected to offer. They'll keep share but sacrifice margins. Or, telcos can simply accept the loss of some share to maintain margins for a while longer.

Anticipating the onslaught, Verizon and at&t seem to be prepared to cut prices and bundle services to keep small-business customers who sign up on contracts.

Verizon offers 20 percent off Internet access for companies taking unlimited local and long-distance calling plans for one year. Customers buying voice services from at&t pay roughly 40 percent less with an annual Internet service contract.

About 54 percent of AT&T's small and mid-sized-business customers in areas where cable may compete have might already have signed new contracts, some observers suggest.

Blogging Tops New York Times, Sort of...


According to ReadWriteWeb, a five-year-old bet was settled recently. The bet, between New York Times executive Martin Nisenholtz and Web 2.0 Founding Father Dave Winer, was about blogs topping the New York Times in Google search results for the top five news stories of 2007.

Rogers Cadenhead has done the tabulation and found that Winer, and blogging, have indeed won. Sort of, ReadWriteWeb notes.

According to the Associated Press, the top 5 news stories of 2007 were Chinese exports, oil prices, Iraq war, Mortgage crisis and the Virginia Tech killings. Obviously this is a list for US news markets and not the entire world.

Today, a Google search for those terms brings up a blog higher than the New York TImes for Chinese exports (Blogging Stocks 19th vs. NYT 20th), Iraq War (a blog was 17th, NYT 20th) and Virginia Tech killings (Newsvine coverage of the AP's top stories of the year is 9th in Google vs. the Times at number 30.) So blogs topped the Times in 3 out of 5 top stories.

Wikipedia, however, ranks higher than both blogs and wikis according to Candenhead.

The three blogs that topped the Times in the Google results in question don't tell such a simple story. Two are stories from the AOL-owned Blogging Stocks and one is from social news site Newsvine, now owned by MSNBC.

Mobile Web is About the Big Brands


You'd be hard pressed to find a more significant year in the U.S. mobile business than the one that is passing. We witnessed the entry of a major consumer and computer electronics retailer--Apple--into the mobile business. We saw the emergence of an unprecedented revenue model for the iPhone.

We saw Google put together an open source community around Android that includes tier-one mobile service providers. We saw Google make at least an opening bid for actual spectrum, and cement development deals with Sprint and Clearwire for WiMAX handsets.

We saw the Federal Communications Commission mandate an "open networks, open devices" regime for the 700-MHz C block spectrum, the best quality mobile spectrum yet to be made available, because of its wall-penetrating abilities signals in the 700-MHz range possess.

We saw Verizon Wireless declare its support for "open" networks as well. Taken together, all the developments signal the emergence of the mobile Web. And that is going to create new space for contestants, including the most-popular Web brands.

That is not to say networks are unimportant. It is to say that now handsets and brands become much more important in the wireless business. That's a huge change.

Word of Mouth, Internet Key for Breaking News


Even though television plays a key role in alerting and updating people about big news stories, the initial awareness often comes by word of mouth or the Internet.

After the April 16 Virginia Tech massacre, Frank N. Magid Associates polled Millennials; Gen Xers; and Baby Boomers about how they first got the news.

Television coverage was the primary source to which all three groups turned for information on the shooting spree, but nearly a quarter (23 percent) of the adult Millennials first learned about the story on the Internet, compared with 19 percent of Gen Xers and 16 percent of Baby Boomers.

About 29 percent of Millenials heard about the Virginia Tech story by word of mouth, which includes text messaging.

In fact, in all three target demos, word of mouth was the number one source of alerts to those who weren't at home.

On the other hand, 37 percent of Millennials first learned about the story from TV, as did 43 percent of Gen Xers and 50 percent of Boomers.

Who Will Sue Google for Incorrect Traffic?


Spain's top media company Prisa said Monday it had taken legal action against Nielsen for miscounting traffic to its ElPais.com Web site as well as readers of its newspaper.

Prisa said its Internet arm Pisacom and El Pais were suing Nielson "based on the damage caused by the unjustified downward revision in the number of unique visitors of ELPAIS.com during the current year."

"The lawsuit argues that due to the serious negligence on the part of Nielson in its measurement of audience figures for ELPAIS.COM, El Pais and Prisa suffered serious damages due to lost advertising this year."

Data from marketing firms like Nielsen are important in determining the amount websites charge for advertising, with sites with high viewing figures being able to charge higher fees to sponsors. Networks sometimes have such disputes with the firms doing the counting.

One has to wonder when somebody will sue Google for mishandling a search ranking.

On the Use and Misuse of Principles, Theorems and Concepts

When financial commentators compile lists of "potential black swans," they misunderstand the concept. As explained by Taleb Nasim ...