Why Wouldn’t Skype Want 30 Million Paying Customers?

Skype has cut Nimbuzz off. What that means is that users of Nimbuzz' popular mobile clients will no longer be able to make calls using the SkypeOut network. According to Skype themselves, it was for unspecified violations of the Skype API terms and license... more

RIM’s Secret Weapon

The US analyst community has been holding a wake for RIM in the last few days... It's a pile-on that has driven the stock price down from the upper fifties to the mid forties in the last month. And yeah, RIM's stock price is going to suffer in the short term, not just because of these analyst reports, but because their existing software technology is long-in-the-tooth, to put it politely... I wouldn't count them out, though. RIM's secret weapon is the man I nearly bumped into last week... more

Apple’s Naked Self Interest

Any vendor in the platform business knows that their primary product is programming interfaces -- the so-called APIs that developers depend upon in order to deliver applications. The API exposes features of the platform, and differentiate applications running on that platform from all others. Lose control of the API, and you will lose control of the developer. Developers are the leading indicator for platform success. Ergo, lose the developer, lose the platform. more

2008: The Year That VoIP Died

It seems highly likely to me that at some point in the future we'll all look back and say that 2008 was the year that the VoIP industry finally died... Voice over IP is just a transport and signalling technology. It's plumbing. It may come as a surprise to some of you to know that in the late 1980's and early 1990's there was a TCP/IP industry as well. TCP/IP is inarguably plumbing. As the IP stack became common on all computing devices, TCP/IP went from being a differentiator to a commodity. more

Microsoft’s Contribution Was TCP/IP

There's a fascinating blog discussion going on here, here and here. The conversation is around Marc Andreessen's refusal to trash Microsoft and Bill Gates on stage. Andreessen points to the way in which the company drove the industry forward in the 1990's, and Mathew Ingram says "love them or hate them, at least Microsoft standardized the operating-system market"... more

Walks Like a Telco, Yalks Like a Telco… Must be a Telco

Vonage's latest woes are written up by Om Malik in Vonage: How Low Can You Go. More interesting than Om's reportage (Sprint wins case, Vonage ordered to pay damages, stock drops to $1.30) is the commentary afterward, in which one reader takes Om to task for the "gleeful" way in which he reports the demise of the VoIP companies... Boosters made the argument that VoIP was fundamentally cheaper than the TDM systems that phone companies deploy, and so therefore they enjoyed a price advantage in the market place. Anyone in the business of supplying telecom equipment, however, will tell you that the argument is flawed... more

Preserving “Rational Competition”?

In What's Driving the Next Telecom Law, David Isenberg writes about the incumbents desire to preserve "Rational Competition"... Rational competition is the idea that corporations, knowing their own costs, and their competition's pricing, will price their products to maximize profits. It is tied up in the language of predatory pricing. Some economists argue that predatory pricing is rare, because it is, in fact, irrational... The flaw in the incumbent's argument is twofold... more

What If They Simply Made Communications Technology Better?

Rob Hyndman has a pointer to Mark Cuban's latest: Think the Internet Will Replace TV? Think Again. Cuban's post can be summarized as: Today's broadband networks are too slow. The insatiable appetite for on-demand rich media content will soon overwhelm them. Telco's aren't putting in upgraded networks quickly enough to meet that demand. Cuban also provides some facts and figures to back up that claim. In the comments, readers have a number of viewpoints, including the view that Mark has ignored cable, and that cable can provide the required speeds and feeds... more