Archive for the ‘Technology’ Category

October 7th, 2007

Asia: Broadband and US: 700Mhz

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I met up with Dewayne two weeks ago in San Jose. Part of our conversations are (somewhat) confidential so I won’t talk about it here. But two things I like to share here.

1. There is a general mis-perception that broadband is cheaper in Asia than US. ITU recently publishes the cost of broadband on a per 100kbps basis and Wired made a pretty picture.

The picture made by Wired clearly shows that broadband prices in US aren’t as bad as it perceived to be. In fact, it is one of the cheapest broadband, far cheaper than many part of Asia.

US still have one of the cheapest bandwidth wholesale rate (transit cost) in the world, as low as $15/mbps and peering cost is almost negligible. In Asia, you would be lucky to get US$100/mbps transit and local peering is non-existence except a handful of country.

Broadband is cheap in Asia despite these because of a handful of exceptional country, like Japan and Korea and China. Traffic in these country are mostly local since their users consume local content - hence, cheaper to provide high speed Internet access.

2. The debate on 700mhz auction is heating up. GigaOm has a great intro article on 700Mhz. It is extremely attractive because (1) 60Mhz is up for grab and (2) 700Mhz has great propagation property which makes it very good for wide area wireless deployment.

Beside the carriers, Google has expressed their interest to bid for 700Mhz. The min bid is US$4.6B and it is expected to go up as high as US$10B per carrier. FCC can expect to get as much as US$30b from this auction.

Google has fought for open access on the spectrum as part of the auction rule. Eventually FCC puts in a waterdown requirements on open access in the auction rules. Verizon decided to sue FCC last month on the inclusion of open access.

Okay - they are suing FCC for a rule that is so vague that you can drive a van through, for a condition that is not yet enforced, for a spectrum that has not be deployed and for an auction that has not being held. The (economic) liberal in me say “Heck, if you don’t like the rules, don’t bid!”

The question then is WHY did they sue?

The answer become clearer if one assumed that Verizon don’t expect they will win the lawsuit. With an uncertain lawsuit hanging over 700mhz, the auction is going to be difficult to proceed - FCC would hesitate to call for the auction and potential bidders would be concerned over the outcome if the auction would be invalidated by the lawsuit.

By working the legal system, Verizon could drag this lawsuit to go on for years. They already “won” the moment the file the lawsuit.

On the bright side, I rather not see this auction happens under a Republican FCC Chairman so derailing the auction isn’t that bad idea for now.

September 25th, 2007

Blogging about VoIP

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During coffee last week, Om Malik said to me “You haven’t blog about VoIP for a while…”

We know each another when we were invited to be on the blogger panel at VON several years ago. Om, now has a blogging empire, in all business and tech (not just VoIP).

I replied him “There isn’t any interesting to blog!”

I haven’t see any innovation in VoIP for a while. Sure, there are some new VoIP gadgets, a new Skype phone, some new businesses rehashing a business model with a twist. But there aren’t any ground breaking disruptive technology or business model for the last two years.

Skype has done excellently initially but growth has slowed down since acquired by eBay. Despite doing fantastic well for the founders, I believe the acquisition is bad for the industry. Since then, Skype has not innovate much but has being focus on monetization.

There is nothing wrong with the switch from innovation to monetization - all companies need to do that at some stage - but it swing so far that Skype has stop gaining any new customers in significant numbers. In other words, it grows rapidly through the innovators, early adopters, early majority but never really got to the late majority.

We have Vonage that suppose to bring VoIP to every home. It was exciting as it is a glimpse of what the future might be. But alas, poor execution, lawsuits brings it downs to the knee. Not only the lawsuits brings Vonage down, it also setback the entire VoIP industry for at least a couple of years as investor shy away from VoIP.

Truphone (or the Singapore version Pfingo) provides an interesting twist to Vonage by bringing the concept to the mobile phone. But this won’t fly until you have seamless wifi coverage. That is an heavy investment few willing to take on.

Jajah was one of the more interesting VoIP players. It is growing rapidly but I see this as a niche technology, stuck in the hands of the innovator and early adopters until they figure out a way to make it easy for the mass consumer.

PhoneGnome is an interesting hardware play. It was an idea David and myself talks about several years ago, except he went on doing it and I didn’t. It could potentially reach every household with its simplicity. But as in all hardware play, distribution is the key and until that got sorted out, it wouldn’t move in any significant numbers. OOMA which is a very pretty version of PhoneGnome just launch and it remains to be seen how well they do.

Most of them are old companies which we see several years ago. There is nothing really new and exciting. So what’s there to blog about?

Perhaps the setback from Vonage drys up any investment into VoIP. Perhaps people really stop thinking about VoIP.

But I believe in VoIP. It is the future of voice; I cannot see us going back to SS7 and circuit switching. So I refused to believe this is the end of the VoIP innovation.

I am still eagerly waiting for someone to come along to surprise all of us.

September 19th, 2007

Techcrunch40

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Techcrunch already has a great coverage of the Techcrunch40 event so it is pointless for me to repeat here. Beside, I was busy running around, speaking to people, catching up with old friends and making a lot of new ones and not really paying attention.

So instead, I will cover a few companies I saw which I really like.

maxroam.jpg1. First on my list is Cubic Telecom. Okay, I like them (no sorry, I love them) not only because Pat Phelan reads my blog but they have a killer idea. Imagine having a sim card that gives you numbers up to 50 countries; no more carrying multiple sims and phones for different country; Then imagine anyone can call you on any of those numbers (paying local or international calls charges as appropriate) but more important, you, the recipient pays only local charges. NO MORE ROAMING CHARGES!

How many of us who travel around often get hit with a $1,000 roaming bill? Imaging all of that all gone, with all the multiple sim cards! I love them so much that I got 5 simcards from Pat. I can sending this sim to someone :-) And don’t get me started with what they going to do with their own branded phones and wifi.

It is pretty sad that most people in the audience don’t really get them since they aren’t web 2.0. But if there is an billion dollar idea from the event, this is it! Simple technology (little technology risks), high-entry barrier (this cannot by two guys in a garage, not with at least 20 years of telco experience between them), great business proposition and a clear path to profitability.

2. MusicShake has the killer presentation on day one. I was dozing off due to jetlag and their showy presentation puts me off initially. Then I hear the music, I open my eye and my jaw dropped.

When they say that they have a tool that allows anyone, even without music background, to create music, they really meant it. The demo blew the audience totally away.

Nevertheless, I am a bit skeptical that they will be big. Although it does not requires any music background to create music, there is a lot of trial and error so it is extremely time consuming. It is a cool tool of cos, but like Comic Life, I probably use it once or twice and forget about it.

3. XTR3D makes me wonder why they aren’t at Wired Nextfest. Using a camera to capture hand gestures, it translate the hand gestures into inputs. It is difficult to explain it (already failed the elevator pitch) without seeing it in action so here is the demo

I missed a few presentations as I was running around but I was told Powerset and Mint are really good. The feedback is that Powerset seem to have a very smart team of people who knows what they are doing, considering they are taking on Google with a nature language search, sound like a good thing to have. And Mint, well, won the US$50,000 award. Congratulations!

Incidentally, I am crushing in at Andreas Weigend house the last few days. I have a lot of fun with all the conversations we have the last few days. Thank you!

ps: I finally managed to shake hand with Marc Andreessen! After all these years!

September 19th, 2007

What percent of your monthly income do you pay for broadband?

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I am at Techcrunch40 (will blog about it later) but like to share this now

via Phil Wolff

Disparity between broadband haves and have-nots limit and focus Skype’s market opportunity.

Frank Bures’ Wired magazine story looks at Internet Telecommunications Union data to compare raw prices of 100 Kbps broadband access by country. In some parts of the world, broadband costs two months’ of a family’s income.

Bures lays most blame on governments for high rates; artificial scarcity, censorship, and economic discrimination through tariffs only the richest afford put money and power in government pockets.

September 16th, 2007

Wired Nextfest

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This is going to be a very long post based on the 250 photos and a dozen of Youtube clips I just uploaded.



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September 16th, 2007

Visit to Geni

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I visited Geni.com on their invitation yesterday.

The first time I come across Geni was on Techcrunch when it amazed everyone with a US$100M for a 7-weeks old company. They are founded by a bunch of ex-Paypal and eBay employees.

I finally got around playing with their tool and I have to say I am pretty amazed at what they did. They are quite proud in what they have, and is not shy to say they have a web “a grandmother can use”. And it is probably true.

But of course, the cool AJAX interface/usability is only part of the puzzle. What is more important is whether the social network is actually useful. And they seem to have the answer:

1. Genealogy, according to them, is one of a popular hobby in US. I can imaging that is kind of hobby one would take up when you grow older and from our conversation, thats seem true.

On the other hand, they admitted that most of their family trees are currently started by younger generation. This is going to be challenging to them to market to the right market segment.

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September 4th, 2007

SMS Text News » Nokia et al: A continued diatribe

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I think we all looked the other way though. What the hell was I doing buying an N95? Great phone. I love(d) it. But it’s not actually very difficult from a bog standard mp3 enabled, photo enabled Nokia 6000 series from, say, 3or 4 years ago. The picture quality is better. There’s more memory, sure. There are one or two more features…….. but it’s been lazy. Hugely lazy. Let’s stick a better camera on it and shove it out the door. Let’s add GPS even though, let’s be clear, it’s a bit shit. 3 minutes to lock on a signal? Well, screw it, at least we can put ‘GPS’ on the feature list, right? Ahh let’s add 20 meg more data. Let’s put 90mb ‘on board’. 90 meg? I mean, I can buy a gig memory stick about an inch long for a tenner. Why hasn’t my N95 got a gig in it? 2 gig? 10 gig? It’s ok vomitting the devices out nowish… but what about LAST YEAR? What about 2005? What about INNOVATION? And why hasn’t someone admitted music sucks on Nokia and sorted it? I’m focusing on the music as an example, but really, the whole platform is to be found wanting. Whether you’re talking Sony Ericsson, Samsung, whatever. It’s all placed mediocre as a result of the arrival of the iPhone.

Great article why N95 isn’t that much different from N80.

- http://www.smstextnews.com/ (source)

August 28th, 2007

.test in 10 scripts

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Wohoo! Finally we getting our IDN Top Level domains :-)

Update: IDN .test Root-Zone Evaluation

Specifically, the Board approved the delegation of eleven evaluative top-level domains representing the term ‘test’ translated into: Arabic, Persian, Chinese (simplified and traditional), Russian, Hindi, Greek, Korean, Yiddish, Japanese and Tamil. Following this ICANN Board approval, the delegation request will now go through standard IANA procedures for insertion of top-level domains into the root zone. The technical evaluations of IDN TLDs and their usability in various applications will proceed following their delegation.

(Yea, I am kind of late :-)

August 25th, 2007

AT&T 1993 “You Will” Ads

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This is amazing!

August 24th, 2007

GPRS on OSX in Singapore

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Back on the OSX, I find myself in a confusion trying to use my Mobile Phone (Nokia N80/E60) to access the Internet. There wasn’t any problem connecting my Nokia Phone via Bluetooth to the Mac and iSync works great over Bluetooth too. However, all attempts to access the Internet via my Nokia phones failed.

I googled around and found some obscure instructions, and nothing specific for Singapore. But after some trial-and-error, I managed to get it working :-)

Here is how I did it.

1. Mac OSX does not comes with all the scripts (including Nokia N80 and E60). But luckily you can download the necessary scripts for your modem from Ross Barkman. After downloading the appropriate scripts for your mobile phone, you have to copy them to Library:Modem Scripts.

2. Go to System Preference:Network and then select Show: Bluetooth*. Then click on the “Bluetooth Modem” and you can select the appropriate modem script you downloaded from Ross Barkman.

gprsosx-bluetooth-modem.jpg

In my particular case, I using Singtel GPRS so I tried Nokia 3G CID1.


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