A group of vendors, spearheaded by Sun Microsystems, introduced last week a draft of Java Business Integration (JBI), a blueprint for facilitating the integration of Java SOA (Service Oriented Architecture) software. The SOA standard was developed by 22 vendors and is endorsed by players such as Novell, Oracle, Apache, and JBoss. However, one of the drawbacks of the spec is its lack of support of BEA (Nasdaq:BEAS) and IBM (NYSE:IBM), two of the biggest Java vendors. One potential scenario that could arise as a result is that these two giants might decide to work on their own SOA implementation, which can lead to an additional fragmentation of the Java platform.
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Saturday, October 30
by
Ronald
on Sat 30 Oct 2004 11:33 PM EDT
Wednesday, October 27
by
Ronald
on Wed 27 Oct 2004 01:08 AM EDT
![]() After attending VON last week, I was unable to go to the CTIA show happening this week at the Moscone Center in San Francisco, but some of my colleagues attending have given me the latest scoop of some of the major developments and announcements at the event. Among the major developments at the show were: Monday, October 25
by
Ronald
on Mon 25 Oct 2004 11:02 PM EDT
Clearwire already offers WiMax service in Jacksonville, FL and St. Cloud, MN. The company is planning to offer services based on the emerging 802.16e IEEE standard (an extension of the original 802.16 WiMax standard that addresses the mobility aspect). The plan is for NextNet Wireless (a Clearwire subsidiary) to use the newly unveiled Rosedale Intel chip in new WiMax gear. The deal will be a catalyst for the fixed wireless broadband industry, and Intel believes that next-gen products supporting mobility and using its chips should be widely available by 2006. Update (26/10/04): Motley Fool claims in a story today that the Intel investment in Clearwire is about $150 million. Their article is an interesting read. more » Sunday, October 24
by
Ronald
on Sun 24 Oct 2004 11:33 PM EDT
Friday, October 22
by
Ronald
on Fri 22 Oct 2004 09:31 PM EDT
And from a personal perspective, going back to Beantown always brings back sweet memories from my undergrad days in this engineering school across the Charles River in Cambridge, where I spent a few great years of my life. On top of that, the 3-0 come-back-from-behind win of the hometown Red Sox was really exciting (I am a Blue Jays fan, but choosing between the NY Yankees and the Red Sox is no contest - I always love the underdogs; I believe all out-of-town folks pretty much felt the same way and were cheering for the BoSox). Quite a few interesting developments to note at the show, which will make into a few posts in the following days, but in the meantime, here are a couple of good links:
Thursday, October 21
by
Ronald
on Thu 21 Oct 2004 11:12 PM EDT
The social network aspect is also interesting, since it can be used not only to share buddy lists, but also to determine who can call any given users (e.g. friends only or friends and friends of friends). The "click to call" feature is carried over the SIP-based FWD (Free World Dialup) network. There is an option to allow for inbound linkage from the PSTN via LibréTel, a service also offered by Pulver.com (available for a monthly fee ranging from $6 to $12, depending on the country). There were some demos at VON for beta versions running on the Palm OS, Pocket PC and RIM's BlackBerry. more »Wednesday, October 20
by
Ronald
on Wed 20 Oct 2004 07:14 PM EDT
Due to the great attendance at the show, the enterprise panel session in which I participated had a big audience. This was a bit of a pleasant surprise to yours truly, given the fact that concurrently, Anoop Gupta, the VP of the RTC (Real Time Collaboration) Business Group at Microsoft was delivering his keynote speech (I heard that in Anoop's session, there was standing room only, and that auditorium was much bigger than the room in which the analyst round table discussion was held). As suspected, Microsoft (Nasdaq:MSFT) unveiled its unified desktop client, dubbed Istanbul. I was able to get the details from Ellen Muraskin, who wrote an article in eWeek about that session. Istanbul, which runs in concert with the new version of the LCS (Live Communications Server), is a client application offering integrated IM, desktop videoconferencing, and IP telephony capabilities. The product is currently undergoing beta testing and should become generally available in the first semester of 2005. The key question is: does this mean that Microsoft will finally make a foray into the IP PBX marketplace? I suspect that the answer to that question is no, at least not in the short term future. However, in the longer term future, anything is possible, particularly if the traditional PBX/IP PBX model, as we know it today, goes through some changes (particularly for small and medium enterprises - SMEs). The crown jewel of the PBX is the call processing software: that is the highest margin piece of the product. It is conceivable that in the future, some vendors might adopt a software-based model for SME products, and offer platform vendor independence (i.e. standard hardware/servers from vendors such as Dell, IBM, HP, etc.). In that case, instead of the single, monolithic PBX, we would have call processing functions plus some standards-based hardware. With this Istanbul move, Microsoft definitely makes a push into trying to control some of these functions. However, from there to developing a full blown IP PBX, there is a lot of room. It is more likely that Microsoft will initially want to become a technology enabler for some of these services. As Gupta said: "We need a sophisticated ecosystem surrounding this. We don't build PBXes". more »Monday, October 18
by
Ronald
on Mon 18 Oct 2004 11:23 PM EDT
Much has been already written about the FCC decision on fiber and the impact it will have on the consumer broadband choices. Since I am in Boston for the Fall VON Show, here is a take on the subject by Hiawatha Bray from the Boston Globe. But I also enjoyed Om Malik's opinions on the topic and its implications. In one entry, Om states his disbelief that alternative technologies such as BPL or WiMAX can provide the competition necessary to make the duopolistic equilibrium price (i.e. the current set price of MSOs and RBOCs) lower - au contraire, the consumer bills will sky rocket. In another story, Om focuses about how RBOCs like SBC will proceed with their plans: FTTH (FTTP) in some situations such as greenfields, and mostly, FTTC with ADSL 2+ or VDSL. I will zero in on the technical considerations of going with a FTTC with ADSL2+/VDSL solution. As the figure below shows, there is a tradeoff between the loop range and the throughputs (upstream/downstream): the longer the range, the lower the data speeds. Distance matters for digital service lines, because they represent a "dedicated line configuration".
![]() The implications can be arrived at from loop length analysis (data is available from several sources including DSL Prime, Telcordia, the NCTA, etc.). Verizon, for instance, has about 50% of its loops in the 11,000 feet and longer range. SBC has roughly over 50% of its loops in the 11k feet and higher range. Bell South has about 45 percent in the 11k feet and more and the same is true for Qwest. So what can be done with that? One option is another location, sometimes co-located with the DLC. This is in the Service Area Interface (SAI) or a cross-connect cabinet. Hence, the rollouts that are being talked about the RBOCs are either FTTH (in a few cases only, for new greenfields, particularly after the FCC ruling) or bringing fiber to the above "neighborhood nodes" instead of to the curb. Also, FTTC with ADSL 2+/VDSL will be used for the shorter distance loop lengths. more »Sunday, October 17
by
Ronald
on Sun 17 Oct 2004 11:47 PM EDT
I really enjoy reading Paul Kedrosky's articles on The National Post and his blog, Infectious Greed. The issue is that for the wider Internet audience, some of his great articles get lost behind the NP's "Subscriber Exclusive" policy. Case in point: Paul's great article on this weekend (the Saturday edition), entitled "Is There a Business Case for Blogging?". Unfortunately, I cannot repost it here, because despite enjoying the article, being a subscriber and wanting to share it with you, I have to respect the author's and the newspaper's copyrights. But perhaps I can just make a few comments on the main points that Paul brings up, while staying within the bounds of copyright laws. The main inspiration for the story comes from the news headline that Six Apart announced it was going to receive a $10 million VC cash infusion. So the leit motif is: will other VCs follow August Capital's lead and invest in the blogging industry? Apart from Google's acquisition of Pyra Labs (the company that runs Blogger) back in February of 2003, this was the first time a VC invested on the idea of there being a business case for blogging. So besides advertising (since blogs target specific audiences that could be of interest to some advertisers), are there other business uses for blogging? Well, the article suggests that enterprises might become interested in blogging as a way to share information across several groups. My own take is that this sort of application is perhaps a morph between blogs and wikis - a major information depository for a firm, except that with wikis, anyone can collaborate, and in a blog, only a few people with access control the site. But those lines can easily get blurred (for instance, with Blogware, the software that I use to run this site, the blog author can have a few trusted friends contribute with their own articles and in that fashion it sort of becomes a mini-wiki for those authors; similarly, some wikis can restrict the contributors and control who can post and who cannot). When does a blog become a wiki or vice versa? Obviously, wikis are of interest to firms, and this has been previously discussed here at Technology Futurist. more »
by
Ronald
on Sun 17 Oct 2004 05:04 PM EDT
Obviously, the recent foray into consumer electronics is definitely indicative of Dell's strategy to continue to leverage its direct-sales model to sell a wider range of products. But what about the $199 Dell Pocket DJ? Can it take away some market share from Apple's iPod? The new Pocket DJ has a nicer design than the older model, weighing 4.4 ounces and having a capacity of about 5 GB (good enough for about 2,500 songs). Apple owns the digital music player market (using HDs as storage), with about 90 percent of the share. What are the experts saying? Om Malik had an interesting insight on his blog post, from Steve Milunovich (the Merrill Lynch strategy czar, whose opinion is definitely one of the most respected in Wall Street):
Saturday, October 16
by
Ronald
on Sat 16 Oct 2004 02:00 PM EDT
As discussed in a previous post here, it is certainly conceivable to see in the not so distant future a few utilities acting as landlords, and leasing their feeder networks as a backhaul access to wireless broadband service providers. But in the meantime, ISPs are already signing up deals with electric utility companies. For instance, EarthLink will start offering Internet connections over Consolidated Edison's power lines in Manhattan. Con Ed is teaming up with Ambient Corporation on that particular deal, and already began signing apartment building landlords. Eventually, the range of service offerings can be quite ample, including not only Internet access, but also VoIP and other value added services, including: diagnostics, managing residential power load, monitoring electricity consumption, etc. more »Friday, October 15
by
Ronald
on Fri 15 Oct 2004 01:51 AM EDT
Rice said that SBC can improve Cingular's cellular coverage by filling in the gaps, relying on Wi-Fi hotspots in places like restaurants, hotel lobbies, coffee houses, etc. to mitigate some of the spectrum demands on the wireless operator. Achieving this goal might be a challenge from a timeline perspective, as there are quite a few details that still need to be worked out. For instance the systems that can support the 3G/WLAN seamless roaming entail special client equipment, only working with APs supporting newer technology (e.g. 802.11e, which is the QoS standard that also enables longer battery life, due to the "deep sleep feature"). What about all the older APs that have already been deployed? Nevertheless, it was interesting to see SBC give a sneak preview about its future Wi-Fi/wireless strategy. more »Thursday, October 14
by
Ronald
on Thu 14 Oct 2004 11:48 PM EDT
In fact, the notion of giving consumers the choice to choose their own song compilations (paying a license fee per song) and then burn their CDs at a music store (including the engraving of the blank shiny CD surface) was discussed in this forum before. Now, add coffee to it - and presto! - it's a pretty powerful combination. So kudos to Starbucks (Nasdaq:SBUX) for coming up with the idea of "music bars", a nice setting where customers can listen to digital recordings and burn their own CDs. The famous chain is enjoying success in its firs music bar opened as a pilot project in Santa Clara, CA (I will be sure to pop in next time I am in town). The plan is to open 15 of these "Hear Music" coffee houses in Seattle, WA and roughly 30 in Austin, TX. Music fans will be able to select their music with the aid of a stylus pen and self-service screens placed throughout each location. The pricing of a customized CD has been set to $8.99 for the first seven songs and 99 cents for each additional song. more »Wednesday, October 13
by
Ronald
on Wed 13 Oct 2004 11:23 PM EDT
Tuesday, October 12
by
Ronald
on Tue 12 Oct 2004 01:05 AM EDT
Ellen mentions a piece by Mary Jo Foley in Microsoft Watch (interesting to see more on Istanbul, a client that will be able to empower users to change content between text and voice). So we have a client able to dynamically switch content, a SIP-based server, presence information... all the elements required to build a comprehensive enterprise SIP-based IP PBX. Can this become a reality? Maybe so this time around, although it may not be announced at the upcoming VON show. Note: Just to throw some wood on the fire: Anoop Gupta, Corporate VP of the Real-Time Collaboration Business Unit at Microsoft is delivering a keynote on Tuesday at 11:15 AM. Since I am participating at an analyst roundtable happening at the same time, I will not be able to attend Anoop's speech, but look forward to hearing feedback later on during the show. more »Monday, October 11
by
Ronald
on Mon 11 Oct 2004 11:02 PM EDT
by
Ronald
on Mon 11 Oct 2004 10:09 PM EDT
Ben Charny had an interesting article on the WiMAX announcements on CNET news. It was not surprising to hear that IXCs such as AT&T or xSPs such as Covad exploring WiMAX as a potential alternative to FTTH/FTTC in offering VoIP and broadband access bundles to consumers. The end of UNE rules in June has forced IXCs, CLECs and xSPs to make sweeping changes in their strategies and focus on wholesale, enterprise and perhaps some innovation, as weapons to stay competitive against the RBOCs. Not only that, WiMAX has the promise of cheaper costs ($75 versus $1,500 or more per dwelling). As mentioned in a few posts here, there are quite a few issues left to be solved for WiMAX, but there is potential for a broadband wireless solution to still emerge as a viable alternative. Not only that, but the RBOCs' FTTH exercise will take quite sometime, and within a much shorter time window (i.e. 2-4 years), the prospects of WiMAX (or even a proprietary broadband wireless scheme) will look a lot brighter. It might require a bit of creativity, but it is something that could be done. It will be for instance, interesting to see some electric utility act as a landlord and lease some of its feeder network to act as a backhaul access to a WiMAX network operated by a player such as Covad. The future will tell whether such partnerships could eventually become a reality. Note: Mark Goldberg (who authors Occam's Razor, my favorite Euro VC/strategy blog) had a good compilation of WiMAX articles in a previous post in his blog. more »Sunday, October 10
by
Ronald
on Sun 10 Oct 2004 11:07 PM EDT
Instead, I will talk about how some of Japan's neighbors are tackling the best way to deliver FTTP (Fiber To The Premise) to their countries. Without a doubt, Japan is the leader in broadband in the Asia Pacific (APAC) region, with over 1.5 million FTTH customers currently getting the service. After getting burned with ISDN, NTT made a slower foray into FTTH, but seems to be picking up speed in delivering the service (competing with the pioneer Usen Broad Networks) and establishing a goal of 2 million FTTH subs by 2005. But what about the other countries? Australia also seems to be getting quite serious about FTTH. One of the first companies to deliver optic fiber in Australia was Bright Telecommunications, offering service to about 200k homes in Perth. The company has several packages, including video, high speed Internet and voice services bundles. Telstra is working on an FTTH trial at Brookwater Estate, Greater Springfield, a new housing estate on the outskirts of Brisbane. Bundling will also be centered on voice, video and broadband access, with a caveat: Telstra will be tuning down the throughput to match that of existing cable and ADSL services. In Canberra, TransACT Communications will be offering broadband at 36 Mbit/s downstream and 1.6 Mbit/s upstream, relying on FTTC (Fiber To The Curb) and ADSL 2+. In China, China Telecom (the country's largest broadband Internet provider) plans to try out FTTH services in the future, but for now will primarily rely on DSL to provide broadband access to its customers. Despite that, with the 2008 Olympic Games looming on the horizon, many telecom service providers in Beijing have prepared study plans to further develop the region's infrastructure. Beijing's metro fiber optical network is projected to connect to other cities and connect contest and non-contest venues. China Telecom has been quite active, and recently bought some optical infrastructure from Nortel (NYSE:NT). As well, China Netcom is rolling out a wireless broadband solution using the 3.5 GHz spectrum, relying on Alvarion's WalkAir 1000 platform. Finally, Korea has already deployed more than 50,000 km of fiber. Korea Telecom (KT) is rolling out a FTTH pilot service in Kwangju, a southwestern city in Korea, for 100 subscribers. The aggressive target set was to deliver between 50 to 100 Mbps of bandwidth to about three quarters of the total households by the end of 2010. more »Thursday, October 7
by
Ronald
on Thu 07 Oct 2004 11:43 PM EDT
Another VC blog that I am a big fan of is Jeff Nolan's (I also happen to like his sense of humor - on the title Jeff has "In the tradition of Dan Rather... Fake, but Accurate!"). Jeff has a couple of great posts on the Vortex 2004 Conference that he attended. It was an event that provided great insights into the future of the enterprise and the IT industry. He posted some very interesting Q&A sessions, including one with Mike Volpi, SVP, Routing Technology for Cisco and previously Cisco's M&A czar. Read it all here in Jeff's post. On the exchange, I found the following replies quite interesting:
Keep in mind the disclaimer that Jeff had in his blog (comments were paraphrased and not made "ad literem"). But there are a lot more interesting speeches - Geoffrey Moore, Jonathan Schwartz, Shane Robison, among others. more »Tuesday, October 5
by
Ronald
on Tue 05 Oct 2004 11:39 PM EDT
CNET author Ben Charny had a story on how Cox is rolling out VoIP services across several locations in the U.S., including Oklahoma (Tulsa), Louisiana (Lafayette and Baton Rouge) and Texas (Midland). The U.S. MSOs are much further ahead than their Canadian counterparts in deploying these services (there are other examples, such as Comcast, which is relying on Cisco gear and Time Warner and Charter, which bought into Sprint's Wholesale VoIP solution, which uses the Nortel gear). What is the price of Cox's bundle? $100 a month for voice, video and data. In the meantime, over here in Canada, Rogers is planning to introduce VoIP services in the first half of next year (there are some indications that the company will use Cisco's gear). Perhaps the slower deployment of IP by the Canadian MSOs can be partly attributed to the still uncertain regulatory picture. Despite that, some Canadian MSOs like Rogers have a trump card they can play, namely wireless as a the fourth component of the bundle. more »Monday, October 4
by
Ronald
on Mon 04 Oct 2004 11:39 PM EDT
Jake Gordon, the conference organizer, has assembled a great lineup of telecom executives (truly a who's-who list of the telecom world in Canada), including the likes of Michael Sabia (President and CEO of Bell Canada), Joe Natale (EVP and President, Client Solutions at Telus), John MacDonald (Allstream President), Don Smith (CEO of Mitel), Isabelle Courville (President, Enterprise Market for Bell Canada), Frank Panza (Director, IP-One Marketing), Phil Edholm (CTO and VP of Network Architecture for Enterprise Networks at Nortel), and Ibrahim Gedeon (CTO Telus Communications), among others. These and many other speakers will be able to give a good pulse of the true adoption of VoIP thus far in Canada. The agenda includes several tracks, including technology solutions, enterprise/SMB solutions and customer case studies. The show definitely looks promising and is generating a lot of attention. I am therefore pleased to have been invited to speak in a couple of sessions (one is an analyst roundtable discussion on the current state of the industry, and the second one is a longer session on the evolution from TDM to IP PBXs). more »
by
Ronald
on Mon 04 Oct 2004 11:32 PM EDT
Note: The da Vinci Project, one of the Canadian entries in the contest, is planning to still go ahead with the launch of its rocket from Kindersley, Saskatchewan later this month. It is nice to see the Canadians involved in this venture persevere, and I hope they achieve their goal to soar past the Earth's atmosphere. more »
by
Ronald
on Mon 04 Oct 2004 07:49 PM EDT
The greater power capacity is due to the micro fuel cell, which is able to store 10 times as much power per unit weight as a conventional lithium-ion battery. The fuel cell generates electric power through a chemical reaction by mixing hydrogen and methanol. CNET reported that Fujitsu was able to increase the methanol concentration in the fuel cell by developing a better membrane. The prototype unit measures 152mm x 57mm x 16mm and weighs 190g. The charging device is shaped like a normal cradle used to recharge handsets, and it meets all the specs of other FOMA mobile phone rechargers besides being compatible with all FOMA handsets as well. Both companies anticipate that the prototype will be further refined, with development being completed by the end of 2005. The key question is when the prototype will become commercially available - thus far, the jury is still out on some of these fuel cell initiatives in terms of products actually launched in the marketplace. Note: TechTree (an interesting Technology Daily from India, which I enjoy reading) also mentions that Fujitsu apparently has another prototype power unit that incorporates the technology. Perhaps this work can be extended to other devices, such as PDAs and laptops. A 300 ml. methanol solution can hypothetically charge a notebook for close to 10 hours. more »Sunday, October 3
by
Ronald
on Sun 03 Oct 2004 11:58 PM EDT
* Takeoff at 7am PT * Ignition at 8am PT * Landing at 8:30am PT * Press Conference to announce official Altitude at 10:30am PT The flight and press conference an be viewed live at: http://www.xprize.org more »Saturday, October 2
by
Ronald
on Sat 02 Oct 2004 11:59 PM EDT
Argumente, my favorite Romanian blog, reports on the first sale ever of a blog. Could this be a breakthrough in the history of blogging? How much could a blog be worth? Is there such a thing as a blog business model? All intriguing questions, but the reality is that the vast majority of us bloggers only do this for fun. But it is interesting nonetheless to read Jeremy Wright's insight into the sale of his blog, Ensight. more »Friday, October 1
by
Ronald
on Fri 01 Oct 2004 11:35 PM EDT
This is certainly good news for folks in the WiMAX camp, although the spectrum is still an issue to be considered for a wider uptake. Case in point: Altitude is the only current operator with a license to operate in the 3.5GHz throughout France. Globes (an Israeli business e-daily) reports that the BreezeMAX network will be rolled out in four counties (initially in the Loire Valley, with plans for additional counties within a year). more » |
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Intel (
The Cassini spacecraft
The 2004 edition of the Fall VON Show was certainly a memorable one. It was by far the best attended of all VONs that I have been to, and it gave me a great opportunity to meet some of the movers and shakers of the industry. Om Malik
Tired of seeing people write about VoIP as just a mere replacement for the current PSTN, Jeff Pulver (VoIP evangelist and the CEO of
The last few days have kept me quite busy at 
This past Thursday, Dell (
In a ruling issued on Thursday, the
Since Avaya, Proxim and Motorola announced
The idea of giving music fans more power to create their own compilations of CD music is a natural progression in a world in which the consumer is king and personalized service is the ultimate goal. This trend has been manifesting itself in cable TV service (
Motorola (
This past week, WiMAX proponents were bolstered by a couple of announcements: one from AT&T (
David Isen posted in his blog the the 

Last week,
Israeli WiMAX vendor