Clouds are made of vapor

With all the exuberance over cloud computing lately, the push to turn applications into a utility has got me thinking: is all the hype over cloud-hosted apps really worth the amount of strenuous thought and discourse we see?

Or is Cloud Computing the latest in a series of niche technology paradigms that is receiving much broader credit and faith than it is due?

Time will be the ultimate judge, of course. Will the Cloud end up a buzzterm that in retrospect seems silly to have given so much due, joining previous dead buzzterms like “push content” and “webcasting”?

It seems to me that the Cloud’s best role is that of a shared infrastructure, where teaming creates economies of scale for data manipulation, high-intensity calculation (like rendering, indexing, and DSP), file sharing, content management, and other multi-node or multi-user tasks.

But why is the trumpet sounding so loudly on behalf of using the Cloud to host productivity applications? Who really wants to give up the comforts of desktop apps for the “greener” pastures of the Cloud?   Microsoft Office may be moving online, but does it really matter whether my launchpoint for the software is my local drive or a web server?  It’s not like I’m running out of hard disk space.  Moreover, there are many frustrating nuances to using productivity apps through the web.  Native drag and drop is missing.  Font management is effectively missing.  And what about bandwidth?   Ever try to embed a 300 DPI 11×17 RAW into a two-page spread using the Cloud?  Drink a cup of coffee, nom a doughnut, and it *might* be done by the time you’re finished with your snack.

Oh, and what if your Internet connectivity goes down.  Eh, sorry, there goes your document.  And, oh, by the way, you can’t relaunch the office suite until your Internet connectivity comes back up.  Just yesterday I had a Salesforce.com-using client asking me how to get web reports from Salesforce.com without Internet access. She was offline.  I told her to go find a WiFi hotspot. See what I mean?

We love things because they’re new and bold, and perhaps not because they warrant our adoration. Cloud Computing is just such a concept.  Not saying there isn’t a noble purpose for it, but farming processing tasks to the cloud is smart because it doesn’t slow the user down, doesn’t require an online-all-the-time user state, and doesn’t require desktop OE interoperability the way user-facing apps do.  That’s why I’ve never been a real big fan of Zoho or the Google apps, and why I’m unlikely to become a Cloud-based MS Office user.

I actually agree with Microsoft’s hesitation on this one. Sure, their arrival to the Cloud party is late, but look at what is being celebrated at this bash: something most people A) don’t need B) can’t use regularly and C) will actually experience better results by avoiding.

Google’s Gears technology seeks to bridge the gap between web-service-based apps (last year’s word for “the Cloud”).  Hardware-centricity still matters, because ultimately it’s hardware features that sell people into the Cloud to begin with.  So if web computing is the end-all-be-all of desktop apps, things like Gears are going to start coming from Microsoft.  If not, Microsoft will have saved a ton of R&D money.

Gadgets are sexy, and they are the face of the global network.  Imagine buying a suit from a store where all the sales reps are ugly, slow, and occassionally take a very lengthy lunch break during the middle of your measurements.  You wouldn’t come back to that store.   That’s why high end clothiers have well-dressed, well-groomed, attentive salespeople.  They’re on when you’re on, they help you at all times, and they look good.

The Cloud can’t possibly provide the same level of service when it comes to desktop apps.  Not today, not tomorrow. Probably not next year.  So I’ll keep buying my suits at decent stores and I’ll keep my productivity apps where they work best for me–my desktop.

Logitech buys Sightspeed–now what about Vlip?

Logitech bought Sightspeed for 30 million bucks yesterday. Congrats to Peter Csathy and the crew in Berkeley. After giving birth to the infamous “Sightspeed Guy” and forming a number of worthwhile licensing agreements for raising Sightspeed’s visibility in the industry, the makers of the best videoconferencing tool on the planet have cashed in on a seven-year journey.

Sightspeed is a community-centric desktop app that offers PSTN dial-out and runs on both Macintosh and Windows. It’s been hailed by many as offering the best video quality among desktop video chat programs, and it competes against Skype, Gizmo, AIM, Yahoo Messenger, and iChat.

Not sure what this means for Vlip, the video discussion service also run by the Sightspeed folks, but I can only imagine that Logitech was interested in it as well.

FREMONT, Calif., Oct. 28, 2008 and ROMANEL-SUR-MORGES, Switzerland, Oct. 29, 2008— Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced that the company has agreed to acquire privately held SightSpeed Inc. of Berkeley, Calif. for approximately $30 million in cash. SightSpeed is an award-winning provider of high-quality Internet video communications services. The acquisition is subject to customary closing conditions and is expected to close in early November.
The acquisition of SightSpeed will provide Logitech with video calling technology and a software and services development team that can be focused on future video calling initiatives that can enable cross-platform video communications with an intuitive, lifelike experience, for people sitting in front of a personal computer or with their family in a living room.
“With this acquisition, we are significantly augmenting our current video R&D resources to help us move more quickly toward our goals for video services that complement the way people socialize, communicate and enjoy entertainment,” said Junien Labrousse, executive vice president of Logitech’s Products group.
“According to our research, there is a large untapped market of people who want to communicate with friends and family using video. But they want it to be integrated into their family lifestyle, which means going beyond the PC. We believe with SightSpeed we can help create the next wave of video communications enthusiasts.”
Founded in 2001, SightSpeed has approximately 25 employees. The company’s management team includes technology leaders with backgrounds in Internet services and software technology development. The SightSpeed services are based on SIP (Session Initiation Protocol), a standard that enables the services to be interoperable with other Internet communication services.

DOES Grand Central matter to Google?

Here’s an interesting piece questioning Google’s lack of improvements to the Grand Central service since acquiring it a while back.  The author asks why nothing has changed with GC since the acquisition.

The trick to understanding Google’s publicity lag for GC is the core technology they use: VoIP.  This technology family has not fully matured, and isn’t likely to be pervasive until somebody, Google, really figures out how to get the final frontier of datacomm applications–realtime media–OFF of traditional transmission mechanisms and ONTO the web. Up until now, VoIP and telephony have remained largely excluded from the Google party, relegated to a climate of inaction where business dictates the preservation of legacy, circuit-switched networks. End-to-end VoIP hasn’t materialized yet, so the penetration of services like Grand Central into mainstream culture has been low. That’s got folks wondering why Google is apparently just sitting on what we in the industry consider to be a gold mine.

So why hasn’t Grant Central become the showpiece many of us expected?  I think I have the answer: the industry isn’t ready.

The opportunity for Google to capitalize on Grand Central might still be ahead of us, not behind us. Grand Central’s core technology is VoIP call-switching.  Software is used to automate this core technology and create a very simple, very useful palette of telephony tools, mostly for directing incoming phone calls to cellphones and SIP agents such as Gizmo Project.

I see Grand Central mashing up with services like searchable voicemail, language translation, Fonolo, which dials phone menus to save time, and things like SwitchVox and Fonality, which provide SIP-based telephony at the desktop.  To Googlize voice, the notions of search and user-preference-driven intuition  have to enter the equation, and Grand Central gives Google a means to this end.  But, I say again, the industry may not be ready.

In the background, Google is doing what it can to ready the industry–making access to the network more ubiquitous, fighting regulation of currently open access mechanisms (primarily radio spectrum), and readying a path to open converged platforms via its Android mobile operating system.  All the while, Google has avoided the nasty temptation to cozy up to the big phone companies, because of their affinity for the status quo.

A little success on each of these fronts could create the perfect storm for GC, just as the desire for cheap advertising and darn good searchability created the perfect storm for Google during Bubble 1.0.

In reality, Linux desktops don’t matter (at all)

The guy who funded Ubuntu has come out and said that it’s not possible to make money with desktop Linux, but that value-added services have to accompany the brand adoption of his Linux distibution, Ubuntu.  Ie. services earn revenue; software licenses don’t.  Wait a minute, isn’t this what Red Hat said about Linux 12 years ago?  Seriously.  This isn’t news, and it isn’t a new strategy.

What really cracks me up is the collective refusal by our industry talking heads to accept the fact that the market will not tolerate a third desktop OE competitor.  Add to that this notion of cloud computing (which itself is somewhat overblown, if not more compelling than the free software “movement”), and you’ve got all the evidence in the world that Apple and Microsoft NEED NOT WORRY about Linux, whether it’s Ubuntu, Fedora, or some other funny-named flavor.

The world (or 99.95% of it) just doesn’t care about Linux on the desktop, yet the commentators in the industry keep pulling for desktop Linux as if it was “the little engine who could”.    Show me something desktop Linux brings to the table that Windows and Mac OS X don’t, and I’ll show you a product that probably STILL won’t succeed against the established players, even when it’s FREE.  We’re too entrenched, too invested, and too resistant to learning curves to ever considering a sizable swing to desktop Linux.

So all you GNU purists and techno-hippies–give up the ghost already.   It’s over.

What do Counterpath cuts foretell in VoIP industry?

Counterpath is easily the number one licensor of soft phone technology.  Nearly every major VoIP carrier offering softphone access options uses Counterpath tech and has paid Counterpath for a license to private label their softphones and bundle them with the service.  Chief among those licensees is Vonage, of course. Counterpath has enjoyed an enviable position of being what I would call the only game in town when it comes to reliable, modular software components that cover all the things VoIP tech vendors need to build solutions: SIP client/server, encapsulation and encoding, quality of service, echo cancellation, and user interface.

It’s hard to be the king of everything in any niche, but Counterpath has more or less achieved that status.

So what does it mean when they start announcing job cuts?  Funny you should ask.  It means our industry is shrinking from exuberance (and it’s about time).  It means the traditional phone companies and cable players (still) have the upstarts by the nads.  And it also means that, no matter how good your technology or sales pitch, if your customers are in trouble, eventually that trouble catches up to YOU.

So how about it, Apple.  Buy Counterpath, fulfill their remaining licensing obligations, and get a decent SIP solution into the iPhone while the price to do so is LOW.   It’s not going to take long for Android to round the SIP corner.

Parents Tracking Teens with GPS

Nothing wrong with it, in my opinion.  I’ve always thought parental controls for the iPhone would be a fantastic addition to the platform, and even better-a data applicaton that reports back where the iPhone is in the world at any given moment using Global Positioning System.  Mom and dad log on to a web site to see the current and passed “pings” from the iPhone, and little Jonny is happy with his shiny new touchscreen present.

I know this stuff has been around for the while in industrial applications (LoJack, fleet management solutions, etc.).   But you better get more for that premium data package if you’re going to buy your ungrateful teenager an iPhone.  Knowing WHERE your ungrateful teenager IS sounds like a pretty good trade-off.

SnapYap Usability Conclusion

There’s an old saying the video-conferencing industry–if it don’t work on an Apple notebook, it’s too hard to use.   OK, there’s no such saying.

But still, the fact that I couldn’t get web-based SnapYap conferencing to work with my Macbook Pro is an issue, especially considering how easy it has been in the past to use Vlip and other web-based video services.  What’s really cool about SnapYap is that it allows you to create a web-based portal for folks to video-call you via a page you link from your own web site. Nifty.

Not so nifty is the fact that SnapYap’s  troubleshooting steps don’t resolve my issue.  Anybody else try this service with Firefox on Leopard? (Didn’t work on Safari either.)