Google Voice and the Bigger Picture

I've pretty much gone AWOL from blogging this week, as I'm fully immersed with the Smart Grid Summit, which you'll be hearing more about quite soon.

My last post was way back last Friday, where I commented on the Google Voice/Gizmo5 news. There's more to this development than meets the eye, and I think it has potential to truly disrupt the voice market even further than what's been done already.

I don't have any bandwidth to comment further today, but here's the next best thing. Fellow blogger Andy Abramson weighed in with a lengthy post today that speaks to a lot of what's been on my mind. He's been in this since Day 1, and gives a great history lesson about all the false starts in VoIP to date from the IM players and the cablecos.

Skype is a case unto itself, but otherwise, Google Voice now looks to be the next one to really get it right. Echoing Andy's post, yet again, the most important disruption is coming from outside the voice industry, and with Google's clout, this should be sending shock waves through telecom.

Andy was a thread that ran throughout my post last week, and he's done a great job here with his perspective on Google. He's got a pretty unique vantage point for this space, and I encourage you to give this post a read, let it simmer a bit and think about what it could mean to you or your business. We all use Google to varying degrees, and to pass this off as not being relevant would be a mistake.

One way or another, I'll find a way to add my two cents next week.

Google + Gizmo5 = More Disruption

Voice continues to be a really interesting space, and while I was attending Cisco's Collaboration Summit this week, a couple of notable developments took place. On the topic of disruption, Cisco is doing its best to upset the apple cart and reinvent itself as a software company. During their summit, we got a steady diet of collaboration, video, cloud services and the new world of work, but never a word about routers. Anyhow, you can review my earlier posts this week for more about that.

Back to Google. I'm going to keep things short and steer you to a nice piece that ran in Wired on Wednesday. It sums up the Google/Gizmo5 story quite well, and give appropriate kudos to uberblogger Andy Abramson, who has been on the right side of deals like this for some time. Many of his clients have had successful exits, and he's been writing about Michael Robertson and his Gizmo venture for ages. Great to see Andy get his due in a publication like this.

More importantly, Google is methodically building on their earlier GrandCentral acquisition (another Andy thread here) to create a bona fide service in Google Voice that should be cause for to concern to anyone in the voice business. In some ways, this could be the first serious challenge to Skype, especially since Gizmo5 is totally SIP-based, and can connect to all the mainstream IM platforms, including Skype - and Skype can't do that. So, this has the potential to become a truly global any-to-any service, and if the quality is there, this can be a big deal.

I say so for two simple reasons. First, between GrandCentral and Gizmo5, Google has move to the head of the line without even spending $100 million. They've been accumulating fiber for years - not likely at great expense - and through the wonders of the Internet and an endless expanse of server farms, they can now compete against any carrier in any part of the world, all of whom are struggling to compete under the weight of complex, expensive communications networks.

Not only that - my second reason - but Google doesn't need to make money with voice - at least right away. Skype needs every penny it can get from subscribers since that's their only real revenue source. Google still makes most of its money from advertising, so they can run Google Voice without much regard for making money, which is a luxury no other operator can afford. Pretty interesting set of circumstances to say the least.

Anyhow, I have three posts to steer you to that cover the ground very nicely. First is the Wired piece I referred to earlier; second is Andy's post - which ran before Wired's story, and finally, Andy's post from today, which notes that the deal is now official. I'd say everyone connected to these posts is pretty happy today.

While I have you, Google/Gizmo5 isn't the only deal going on this week of note. These things always seem to happen while I'm away. A step or two away from the world of Google Voice/Google Talk is Jajah, a company I've followed and written about for a while. Sooner or later you know they'll be a target, and you may have picked up on this from TechCrunch. I don't have anything new to add, but this item doesn't surprise me in the least. They are another disruptor like Google, and following Ribbit's acquisition last year by BT, these companies are truly validating Web 2.0 as a platform for creating, hosting and providing all forms of communications services. This is not good news for incumbents.

Finally, let's not forget Logitech, who have made their second video acquisition of note. Following last year's pickup of SightSpeed, this week they announced their deal for LifeSize, valued at $405 million. This deal pales besides Cisco's dogged attempt for Tandberg, but together, all of this activity points to some serious consolidation coming in the video space. And this brings my post full circle to Cisco. For them, video is every bit as disruptive as voice is for Google, and when players of this size make moves all at the same time, you know big things are coming. It's made for a busy week, and I'm happy to end the week posting about it.

Away to LA Today - IT Expo and Smart Grid Summit

Am flying out this morning to Los Angeles for I expect will be a great week between the IT Expo and the launch of our Smart Grid Summit on Tuesday. As noted earlier, this is the 10th anniversary of TMC's flagship event, and with all the challenges faced by telecom conferences in the past year, the Expo continues to stay fresh and explore new opportunities.

Last year they added a wireless event - 4GWE - which is becoming a conference of its own, and this year they've added a sister event - Machine-2-Machine and ours, the Smart Grid Summit. All of these represent new markets for TMC, and aside from what I'm doing with the Summit, you have to give kudos to Rich Tehrani and his team for evolving the Expo experience and staying on top of the leading trends.

I've done plenty of shout-outs and posts to promote the Smart Grid Summit, and at this point, you'll have to find them on your own - or just go to the Smart Grid portal.

Otherwise, I'd like to steer you to a post from Friday by Andy Abramson, who echoes my comments here, but in more detail and more objectively. If you're still sitting on the fence about coming to LA, I hope Andy's thoughts will get you off it and on your way. You might be thinking I'm attending so I can see Manny and the Dodgers - although it certainly crossed my mind - but the Expo will keep me pretty engaged all week, and I'll have plenty of distractions going on where I'll be. Come on out and see for yourself.

iPod Touch - Bringing SIP to the Masses

Andy Abramson had a notable post yesterday about the new iPod Touch.

I don't post much about consumer gadgets since I don't use them, but I do see how my youngest son uses the iTouch, and it's not hard to see how things can unfold once you become totally dependent on one. As Andy notes, the "rumored" new iTouch will have everything you need to make it a poor man's iPhone - built-in mic, lots of memory and WiFi support. That's great news for mobile WiFi, and validates the touch-screen interface big time. With a touch-screen, pretty much any broadband-enabled/WiFi supported device can become a phone, whether it's mobile, bolted on to a wall, or projected from a really smart gadget on to your kitchen floor.

Scary, huh? I had similar thoughts earlier in the year, when posting about the first wave of VoIP apps on the iTouch from Truphone, and wondered how much this will cannibalize iPhone sales. I agree with Andy, though. For most teens/pre-teens, the iPhone is not affordable, mobile contracts are expensive, and adding voice to their iTouch will tide them over just fine.

I also wanted to echo Andy's thoughts on the bigger picture. Aside from this being good news for mobile VoIP - along with the booming opportunties around mobile video - it's really about bring SIP to the masses, something many people have long been waiting for. With mass-market products like the iTouch and super-cool brands like Apple, we now have the pieces in place to support consumer-friendly, SIP-based multimedia apps and mashups that will make the iTouch even more sticky. When that happens, I'm starting to think this could make the iTouch a bit like a scaled-down Microsoft Surface. When you start thinking of the iTouch like that, then the possibilities with SIP get pretty exciting. Has there ever been a better time for innovation?
By the way, if you don't know about Surface, you should - and you've come to the right place. This is a bit of a sidebar to the iTouch story, but I think it fits. My oldest son and I got one of the very first private demos of Surface in North America about 2 years ago, and it's pretty cool. You're going to hear a lot more about Surface going into 2010, and I think Microsoft knows they have more competition on their hands now that Apple has made the touch-screen mainstream. I'm going to let that thought hang out there a bit, and maybe follow up with another post. It's got me thinking...

Time Magazine's Top 10 Tech Failures - Vonage?

Here's an item that's bound to get a few people going. Top 10 lists are everywhere, and we all know their real purpose is to start a conversation since people rarely agree on these things. On that count, Time Magazine has succeeded. They just came out with a new list - "10 Biggest Tech Failures of the Last Decade". How can that NOT get your attention, right?

I don't normally read Time, but two paths led me here. First was Andy Abramson's post from today. He and I basically agree, and I'll amplify his thought a bit in a moment. The second is my son Max, who for some reason has recently started reading Time. Great to see him following the news of the world, since - like most teenagers - he doesn't read the local paper and hardly watches TV. Your guess is as good as mine as to why he'll pick one form of mainstream media over another, but at least he's reading. That's definitely another topic --- but not now.

Anyhow, their top 10 list is an attention-grabber, and includes some expected flops like Vista, Iridium, satellite radio, and yes, YouTube. Hard to argue with these, but seeing Vonage on that list certainly caught my eye.

I totally agree with Andy that Vonage was a disaster as an investment story, but we would both strongly disagree it was a tech failure. This is how these top 10 lists suck you in - we can't resist when winners and losers are identified in the media. Tech has been a dirty word on Wall Street lately, so we love reading about "failures". Reading over the criteria that define's Time's list, there's a disconnect to me between a company or a product failing and the technology itself failing.

Would Vista be considered a failure? As a product, probably - but Microsoft is doing just fine as a company(arguably), and no one would dispute how successful their desktop OS has been. Sirius XM - no argument there. The company is not a success and satellite radio has not taken over the world. The underlying technology isn't really the story here - it's really about a new business model to monetize radio. On and on we go - it would fun analyzing each one of these, but that's not why I'm doing this.

Let's just move on to Vonage. Has the company been a failure? I'd have to say yes, and you don't have to look far for supporting evidence on a financial basis. Sure, they're still operating, and they just shifted their marketing strategy to voice quality instead of price. It's probably too little too late, but at least they're trying. Has the product been a failure? I would say no. Today, Vonage is a solid, mainstream residential VoIP service. It's not the best, it's not the cheapest, and it's not the most cutting-edge.

However, it's got great brand recognition, a track record, a critical mass of customers, and for consumers, it works pretty well. That's not a failure in my books. As far as pure-play VoIP offerings go, they're pretty much the last one standing in the U.S. While they've probably peaked in terms of subscribers, they wouldn't still have 2.6 million customers - in spite of all the nasty litigation and value-priced Triple Play bundles out there - if the product was not fundamentally sound.

This brings me to the third aspect that defines "failure" - technology. Here's where I would object the loudest and longest. I've followed Vonage longer than almost anybody (and am on record as one of their staunchest supporters). This is where I think Time has got it wrong. When Vonage went public, they owned the residential VoIP market, and had over 50% share for a long while. There is absolutely no doubt they did more than anyone to build the foundation for VoIP in the U.S. I've long called Vonage the Kleenex of VoIP - the two words are synonymous. Without Vonage, we wouldn't have a consumer VoIP market, and guess what, they've outlasted CallVantage.

When Vonage started making noise in 2004, the RBOCs - as they were called then - got very nervous as the media was trumpeting the likes of Vonage as the successors to dinosaur telcos that would make them obsolete. This led AT&T to engage in an aggressive marketing campaign to compete head-to-head with their CallVantage service. A price war ensued, with the incumbents hoping this would drive Vonage out. It failed, and ultimately, AT&T was acquired by one of its offspring - SBC - for an embarrasingly low amount of money. It's a much different story today, but at the time, it sure looked like Vonage was going to kill the telcos. Fast forward to today, and you could argue that VoIP has failed as a technology because for all its effort, Vonage, barely has 3% of the market.

Sure, that's laughable, but if you don't think VoIP is the future of telephony - not just residential - then you probably think Iridium, Vista, HD DVD, and the rest of Time's top 10 list still have a chance. Vonage may have topped out as a market player, but they've long conceded that the cablecos now own the consumer VoIP space. While most of the growth in consumer telephony is wireless, there are still around 90 million landlines out there in the U.S., and there's no doubt that VoIP is going to become dominant there. And guess what - once we get LTE, WiMax, 4G etc. up and running, VoIP will do to mobility what's it's done to landline. I could go on, but I'm sure you get the idea. So, thanks Time for getting my attention, and next time, please be more careful - or consistent - in making these choices.

Google Voice - VoIP is Alive and Well

I don't jump on news items all that much, but today's Google Voice story is a good one, and is a great validation for my position that VoIP is far from dead. Followers of my blog would be familiar with that topic, which I wrote about in a favorable light in December, but sparked lively debate on both sides of the dead or alive argument about the state of VoIP.

I've been trying to get this post out all day, but project work is keeping me busy, plus I've been fielding a handful of media calls about Google Voice. So what's the fuss?

You should start first with the media - Fierce VoIP and the San Fran Chronicle, then move on to the blogs, namely GigaOm and Andy Abramson. Andy has to be particularly happy since he was an early backer of GrandCentral and they were one of his many clients to have successful exits - very nice.

I was happy to be contacted about this story by the media, as I've followed GrandCentral for some time, and wrote about their being acquired back in 2007. This morning I was cited on the BBC's coverage of Google Voice, which was also picked up by Negocios. That one's in Portuguese - I've got no idea what they're saying, but I'm in there! The SF Chronicle called about this yesterday, but the timing didn't work out, so I missed that one - sorry Verne.

Finally, Wired got my take on Google Voice this afternoon, but it's not running yet. The article running there now on Google Voice is from yesterday, and the updated story should be posted any time now. I'll revise this post once it's up.

UPDATE - the Wired article referenced above has now been posted. I figured it best to leave the link for the earlier article, and now provide the link to today's Wired article that I was cited in.

As mentioned, this is good move for Google, and really helps make their Google Apps suite more sticky, and with GC's voice rec piece, it could be an important driver in bolstering their mobile search capabilities. It makes them a more interesting alternative to Skype, but I'd say it's more of a threat to Microsoft and even IBM/Lotus for business users. There's enough here to keep you busy for a while, but if you still have questions, please drop me a line!

Why You Needed to be at eComm 2009

I've been posting photos and snippets during eComm this week, but composing my overall impressions has been another matter. Sitting through 3 days mostly filled with continuous 15 minute presentations is a surefire recipe to fry your brain, and most people I talked to were topped out well before things wrapped up Thursday night. It's information overload of the highest - and best - order, and I'm not alone in needing some time to decompress and gather my thoughts about what it all means.

Here's my top-line takeaway, and reading the rest of this post is really just detail. But it's detail you'll probably love if you really want to know what you missed. So, what does it all mean, this eComm thing? I don't know - really.

Was it a conference? Sure - we met, we conferred, we learned, business got done. A trade show? Definitely not - thankfully. It had elements of an unconference and the feel of an academic symposium at times. eComm has a distinct feel that's different from other events, and I'm beginning to think it's becoming the prototype for 2.0-style conferences - whatever that means.

Leaving all that aside, my main message is this - how I feel at the end of the day is what really matters. Whatever you want to call eComm, I came away feeling that Lee was right - this wasn't an event you should have attended, it was an event you NEEDED to attend. If you already know that, then you don't need to read any further - but if you don't know why, then stay with me here for a few minutes.

First off, the requisite kudos to Lee Dryburgh must yet again be pronounced. I've never seen a conference organizer get a standing O before, but it was warranted, and everyone felt good doing it. As an Advisory Board member, I know all too well how much heart and soul Lee has put into eComm, and in case you didn't know, he's not doing it for the money. Sure, he wants to make a buck like all of us, but it's not his motivation for doing eComm - otherwise, it never would have gotten this far. Thanks again Lee - now go spend some parental time with your daughter - am sure she misses you.

Lee's still a novice in the show business, and while many things could have been done better, nobody was complaining - there's a feeling here we're all in this together - kind of like the way rock music was before it became big business in the mid-70's. Before that, audiences had a much more direct connection to the bands, and it was all about the music. Nothing like the way it is today. Many of us in the audience at eComm were speakers, and there was a fluid flow of engagement between listeners and presenters - the way it should be. And of course with most people Twittering away, there was a real-time sense of community developing and bonding before our eyes. I'm pretty sure that was the vibe Lee was shooting for, and he got it in spades. You can't buy that, and it sure doesn't happen at bigger, more professionally run shows.

I should also mention that Lee added a nice touch by donating 10% of the show profits to a local charity, and had a brief presentation around this towards the end of the last day. As mentioned, it's not about the money for Lee, and while we're all happy that eComm 2009 did turn a modest profit, it says a lot when someone who gets such a small return for so much work still has enough heart to share with those who truly need a hand, especially in today's economy. This is not how show business is usually done, and it's another reason why eComm is different from other conferences.

Before moving off the thank-you soap box, kudos are also due to Comunicano for all their behind the scenes work to get eComm in the media spotlight and help generate the coverage it deserves. Andy Abramson and his team know this territory as well as anybody, and their pro-bono support makes them an important part of this emerging community.

It's always a special feeling being part of something from the start, and that alone made being there great. Most of us were more than just passive spectators, and Lee was quite receptive to giving people a chance to contribute. Many of the speakers would not fit into the formats of other shows, so the diversity of viewpoints and topics was another important reason to be there. The eComm format is fairly rigid, but content themes were the opposite - loosely defined at best. There weren't multiple tracks where you go to Hall B for wireless, Hall G for video, Hall J for regulatory issues, etc. It all took place in one room, and we were all subjected to a nearly endless parade of 15 minute speaker slots.

Lee was the ruthless timekeeper, and when the gong sounded, off you went. Some begged for 10 seconds more, but to no avail. I was very sceptical about this approach last year, but he's made it work, and now I'm a fan. Anyhow, this is a long-winded way of saying eComm is a pretty distinct breed of conference, and if you came for the content, your time and money was well-spent. The challenge, of course, is trying to absorb it all. That's my major concern, but even if you just take half of it in, I'm pretty sure you'll come away some very fresh and inspired thinking.

Oh - one other thing - and it's a big one. Although the audience makeup seemed heavy on developers and light on service providers, it's not clear to me whether eComm is friend or foe to the carrier community. I had this fundamental concern last year, and I'm not sure if it's any clearer this time around. You may say that's a red herring since it's obvious that the eComm crowd is not a fan of big telcos. It's like trying to ignore George Bush while he was in office.

No amount of chest thumping from iPhone-toting developers is going to change the status quo. I need to be careful here, of course, since good changes ARE happening. eComm is helping define an incredible market opportunity that will happen, and you could just as well argue that the onus is on the incumbents to decide if they want in and be on the right side of history. And a few of them were at eComm - Sprint, T Mobile, SaskTel - either bravely or with a sense of vision. So, maybe it's by design that eComm is ambiguous in its embrace of the telcos - or maybe Lee hasn't figured that part out yet himself.

It IS clear, though, that Lee is calling for an evolution in the telecom world - not a revolution and overthrow of the evil regime. This problem is not unique to eComm. In its heyday, VON was not seen as carrier-friendly by the telcos, but some came along grudgingly because they knew change was coming and needed to see what all the fuss was about. Tricky stuff here - let's move on. The main thing I'm getting at is that the eComm message needs to be heard by the incumbents - it's still their world. On that count, I think eComm still has a ways to go.

So, I'll share some of the content highlights with you now. I should preface this by saying that from what I could tell I was just 1 of 3 industry analysts at eComm, and the only one from North America. Lucky me. So, don't waste your time scouring the websites of Gartner, IDC, Forrester, etc. for first-hand accounts. This is the only one you're going to find on this side of the Atlantic.

It's an Apple world, folks. No surprise, given we were in San Francisco. The vast majority use Mac computers and iPhones. I'm definitely in the minority with my Bold and Toshiba notebook, but hey, the broadband worked just fine for all of us. Despite that, I have no qualms recognizing how brilliant Apple is at branding their products. I was onstage only once, moderating the Voice 2.0 panel. Looking out into the audience, I couldn't help but notice a sea of illuminated Apple logos beaming back at me from the covers of everyone's Macbooks. Great marketing.

I digress. Regarding content, the iPhone was a recurring theme, perhaps the most common one overall. You'd think developers have sworn wholesale allegiance to Apple. Actually there was quite a bit for Android too, and this points to a broader meta-theme of wireless applications. No surprise there, and if mobility is your passion, you would have found something of interest in almost every presentation.

Baby, baby it's a wireless world. I've been waiting a long time to use that line, and I'm sure Cat Stevens won't mind. Aside from all the life-changing - or just plain fun - wireless apps we learned about, there was a lot of time spent around wireless spectrum issues, and the broader topics of regulation, social policy, net neutrality. It's actually a pretty bleak picture for those of us in the U.S. and Canada for that matter. There's so much opportunity being squandered by a lack of will, vision and the trumping of private interests over the public good, and we just look so philistine compared to Europe and Asia. The people who have the right answers were in our midst at eComm, but there's a sense of frustration, anger, resignation, etc. about how to get good governance in place to properly equip us for the Information Economy. Lee - we need more focus on this in 2010.

The future is cool - really cool. I found Thursday the best in terms of speakers telling us what the future holds. In particular, there were really engaging presentations from Mark Rolston of Frog Design, Jeevan Kalanithi of MIT Labs, and Stefan Agamanolis of Distance Labs. Other standouts that made me think and re-think about what's coming include Thomas Howe - now of Jaduka, Malcolm Matson of OPLAN Foundation, Xuedong Huang of Microsoft, futurist Gerd Leonhard, Ge Wang of Smule (can you perform Stairway to Heaven on your iPhone? - he can show you how). I'm not going to expend another 2,000 words telling you what we saw - just take my word for it, or do some searching on your own. Better yet, plan to come to the next eComm and see for yourself. You won't be disappointed.

Ok, folks, this post is getting long, and I'm not getting paid to do this, so I'll close off with a few more quick highlights that made eComm worthwhile for me.

My Voice 2.0 panel. Not so much because of me, but we had a great lineup who showed the audience that innovative and profitable voice-based applications are out there today. It was also very satisfying to see that the Wall Street Journal picked up on this theme and wrote an article about our panel.

Daniel Brusilovsky/Teens in Tech. My personal favorite highlight. Daniel is just 16, and is a budding 2.0 star. He's got a cool portal, does quite a bit of consulting, and manages to stay in high school. This is another thing that makes eComm cool - where else are you going to see a 16 year old up on stage? It was particularly sweet for me, as my oldest son, Max, presented last year (he was 15 then) and set a nice precedent that I hope Lee continues. Anyhow, Daniel spoke about how teens are using things like the iPhone, and pretty much stumped the audience when he asked what the average age of an iPhone user is. Care to guess?

Two more quick snippets that have been rolling around in my mind...

Martin Geddes - he's gone to BT now, and was the first to go in Andy's draft list. He spoke via video, and was very good - he always is - that's why BT hired him on. Anyhow, he said one simple thing that seems very much at the root of the tension eComm is trying to get us focused on. Telcos have long assumed that our time is not valuable, but their network operations are. No doubt that networks have historically been expensive undertakings, but just because we pay for the privilege of using your services doesn't mean our time is cheap.

Martin correctly notes that today the opposite is true - networks are relatively inexpensive to operate (IP, anyway), and our time is in fact quite valuable. With so many options for communications and entertainment, our time is damned valuable - why the hell do you think we multitask so much!?!? Too much choice can be a bad thing, but in this world, we have to make choices about where we spend our time, how we spend it, and with whom. Telcos that take our time for granted will be left with expensive networks and no customers. I can only presume that BT gets that.

Ribbit's presentation - Crick Waters gave a nice Darwinian-flavored overview of how communications has evolved and how the natural selection process explains which features survive. No revelations there, but I don't think he ever referenced the fact that Ribbit is now part of BT. Interesting, since his talk followed Martin's, who was clearly wearing the BT hat. Is it just me? For those of you who follow Ribbit or read my TMCnet column, you'll know that the Ribbit brand stays in place, and in fact, they are free to pursue other carrier business outside BT. Am not sure how they did that, but it gets them the best of both worlds. Nice.

Anyhow, given my earlier comments about whether eComm is friend or foe to big telcos, I thought this would have been a great opportunity to say how savvy BT was to embrace this space and put their money on the line for Ribbit. Whether they overpaid is another story, but considering where Ribbit was a year ago at the inaugural eComm, they are without a doubt the poster boy to which all voice platform vendors aspire to - and I think it's great that eComm attendees get to bear witness to how much can change in a year's time - wow.

There were quite a few Ribbits-in-waiting at eComm - Voxeo, Mobivox, Jajah, Jaduka, Ifbyphone - and my instincts tell me that at least one of these will have a good news story to share with us at the next eComm. If so, Lee, you'll start to get a rep as a king-maker, and in that case, you'd better start raising the cost of admission and sponsoring!

That's my story, and it's a long way of saying eComm was a great event, and should now be considered a must-attend for thought leadership, innovation and community in the telecom/communications sector. I'm glad to have been a part of it, and am looking forward to helping get the next one going.

If you haven't had your fill, have a look at posts from fellow eCommers such as Dean Bubley, Andy Abramson and Jim Courtney.

And if you can spare another few hours, hop over to the eComm site to review the play-by-play Twitter backchannel, the eComm blog, and Duncan Davidson's photo gallery. If you can do all that, you'll make Lee feel real proud, and you won't have any excuse not to attend eComm 2010.

eComm 2009 - sort of like going to Wrigley Field

I can see why you may think I'm a conference junkie - it's all I seem to be posting about lately. I actually don't go to that many events, but it's been pretty busy for me lately on that front. Having just finished the IT Expo, I'm focusing now on eComm 2009, and doing what I can to make sure you attend.

It's smaller than the Expo, so the number of tickets available is limited, and if you don't have yours yet, you shouldn't wait too much longer. Plus, I can get you a 20% discount - just drop me a line, and I'll pass on the coupon code. You might want to jump on that, since the Early Bird deadline has now passed.

The speaking roster is first rate, and the caliber of sponsors getting behind the event says a lot about what you can expect there. Lee continues to add great content to the eComm blog, and that's another way to get a preview of what's coming. I've posted about these things before, and at this point, you just need to get over to the eComm website - it's all there.

Anyhow, as I shift modes from one conference to another, I was thinking about what to say today. Turns out Andy Abramson was reading my mind, as his post from yesterday is pretty much the segue I was thinking of to get from IT Expo to eComm.

The main point I want to echo from Andy's post is one of clarification. eComm is a very different kind of event, and it's a mistake to view it as competition with exhibitor-based shows like IT Expo or upcoming majors like MWC or CTIA. Those shows draw from a much wider audience and are about putting buyers and sellers together as much as being a forum for thought leadership.

eComm is all about the content and personal networking that comes from being amongst so many interesting people. It's very much about individual/personal visions and perspectives and not corporate pitches or marketingspeak. It's really a marathon and a test of stamina for those who want to take in dozens of strains around innovation and disruptoin over three days. There won't be any showfloor to run away to as a distraction - everyone is together, and by the end, eComm becomes a pretty tight community.

To pick up on Andy's sports theme, it's a lot like going to a ball game at Wrigley. There's nothing like it - and that's saying a lot from someone who has been going to games at Fenway for 5 decades. At Wrigley, there is no Jumbotron scoreboard or instant replays of any kind. The scoreboard itself is such a minor feature of the landscape, you simply have to watch the game at all times to know what's going on. That's how you really take in a ball game - no distractions, no filters, no advertising. It's as pure as it gets these days, and eComm is a lot like that to me. I digress...

Back to Andy's post. He picked up on Tom Keating's post from Friday which had a breakdown of attendance at the Expo. I totally agree with the thing that most struck Andy - developers only accounted for 6% of the IT Expo attendance. It's not a surprise really - TMC does have a separate developer show - the Expo just isn't their natural habitat. However, it sure is at eComm, and this is a really important community to engage these days.

So, to Andy's point, eComm very much complements other shows by attracting an audience those shows are missing. The challenge for eComm, of course, is to expand its reach beyond this niche audience, and given the scope of content being presented, this shouldn't be that hard to do. We'll find out soon enough, and if you've made up your mind to find out for yourself, don't forget to get that discount!

eComm Updates

Yesterday, the IT Expo; today, eComm.

These two events have been keeping me busy lately, and I've got two items to share about eComm 2009. As I've been posting recently, the program is coming together nicely and the sponsor support has been healthy. That's great news considering how difficult the economy is. The next step is getting the word out and ultimately getting attendees to register so we know who's coming!

Before getting to the eComm news, I wanted to share a great post from Andy Abramson, who's just back from MacWorld and CES last week. He goes to way more events than me, and his post is a great read for anyone worried about the health of the conference space. Of course they're all hurting financially and are scaling back accordingly. However, as Andy can attest first-hand, there is still tremendous value in attending.

Even if the shows are smaller, the key players are usually there, and there's no better opportunity to learn from and network among your peers over a few days. How's that for a nice segue into eComm? And of course, it applies equally well to the IT Expo, and any other show you have some history with. We all have to be more selective these days, but events like these matter, and are still the best way to stay involved.

On that note, the press release for eComm 2009 went out this morning, and you should give it a read for the latest list of topics and sponsors. Not to mention the early bird discount! I posted about getting this discount last month, and if you didn't take advantage of that, here's your second chance!

There's also a more interactive news item to pass along. Alec Saunders is going to resume his widely-followed Squawk Box interviews, and next Tuesday - January 20 - he'll be interviewing eComm founder Lee Dryburgh. It will be a great opportunity to hear from Lee directly about what eComm 2009 is focusing on, and of course to join the conversation yourself. The interview will be hosted on Alec's Calliflower platform, and you can read the details on his post.

VoIP's Prognosis - Depends Who You Ask/What Sources Work For You?

When I published my latest Service Provider Views article on TMCnet on Monday - "I'm Not Dead" - I didn't give it much thought once it went live. My articles get comments here and there, but nothing like this.

Andy Abramson and Alec Saunders picked up on it first, and from there, it sure has hit a nerve. Over the past couple of days, the premise as to whether VoIP is dead or alive has taken a life of its own in the blogosphere, and there are clearly fans on both sides. Alec has done a great job keeping this dialog going, and I'll point you to his post from Wednesday night that has a very helpful roundup of links to the most noteable commentary, including Jeff Pulver (yes!), Om Malik, Ken Camp, Ted Wallingford, Andy Abramson, Garrett Smith, Lee Dryburgh, as well as our posts - his and mine - that ran on Circle ID.

Since then, I'd like to add a few other voices to the mix - Stuart Henshall, Lee's more extensive comments on the eComm blog, Jazinga's Shidan Gouran (on his brand new blog - welcome!), and Israeli colleague Moshe Maeir from Flat Planet Phone Company.

Lots to think about there, and with this post being a day or two removed from most of the recent commentary, I'm not so sure there's much connection any more with my article. I find it really interesting how these conversations evolve in the blogosphere, and that everyone has an opinion, and people take sides very quickly. From what I can tell, I'm the only person in this mix whose views were presented in the form of a published article. Everything else has been blog posts, and it sure is interesting to see how organically and virally conversations evolve in this medium.

Before moving on, I just want to pass a hat tip on to Andy Abramson. He was the first to cite my article, and that's when this whole thing started to pick up momentum. My blog is not as widely followed as others cited above, and more importantly, I don't think bloggers follow the industry media all that much any more. So, if not for Andy, I'm not so sure any of these conversations would be happening.

So, for me, this is an interesting sidebar to whether you think VoIP is dead or alive. Most bloggers I follow are much better informed about our space than the media, and all the threads I've read on this topic have valid points of view. But they're not getting published in the mainstream, and I see two problems stemming from that.

First, the mainstream is missing out on some valuable insights from people who are really in the know. Of course there are tons of journalistic issues around this, but that's another conversation.

Second, the blogosphere can be insular and self-selecting, so we're often just talking amongst ourselves. Am not sure if there's an indifference towards the trade press from bloggers, but I do wonder if there's an unhealthy disconnect out there between these two camps. Yes, there are journalists/editors who blog, but most bloggers are not from this world.

By the way, I'm not taking sides here - am reflecting more on how the process of getting and staying informed is changing in the Internet world, and how it's different for everyone. I don't have the answers at hand for these issues, but I think they're important, and probably warrant a forum for separate conversation. That's another thread I'd like to keep going in 2009.

BroadSoft Acquires Sylantro

After just posting that I'm not a news guy, you might be surprised to see this one!

Well, it's a hot story and has been talked about in the blogs few a while now. I've followed this space and these companies since 2001, so it's familiar territory. I'm not here with the breaking news, but the story is simple - today, BroadSoft finally announced its acquisition of arch-rival Sylantro Systems.

For sake of expediency, I'll steer you to Andy Abramson's post from this morning, which sums things up nicely. Since then, Telephony has come out with a more detailed summation, and they were nice enough cite me a few times.

Way back when, this used to be a 4 horse race, with NetCentrex and VocalData being the other two players of note. VocalData was always the smallest, and after some setbacks and twists, they ended up in BroadSoft's stable in August. NetCentrex became part of Comverse in 2006, and while never much of a player in North America, some metrics show them to be the overall global market leader, largely on the strength of their residential VoIP deployments in Europe.

For North America, that just leaves two standing, and now they're one. I was fortunate enough to attend this year's BroadSoft Connections event, so I can tell you first hand that BroadSoft has a good thing going. It was also clear at that time that Sylantro was becoming a weak #2, and the signs were there that something had to give.

I really could never see the logic of acquiring Sylantro, but it's a classic consolidation move, and I suspect it didn't cost them a cent. On that basis, I guess, it's hard not to do this, especially since the last thing you want is to see their assets turn up elsewhere. Early on, Sylantro had the edge on BroadSoft for Tier 1 relationships - AT&T, IBM, Microsoft, etc., but that's not so much the case any more.

Taking them out of the market under these conditions ensures market dominance for BroadSoft, so kudos to Mike Tessler and his team for getting this done. We're going into a tough market, but BroadSoft's Web 2.0 focus is going to help service providers get through these times, and their story becomes that much stronger when you hold almost all the cards.

Just like Mitel and Inter-Tel last year, the next step is integration, and I'm sure they've got this pretty well thought out, especially after a modest staff layoff recently. As with Avaya going private, these things are much easier to do than being a public company, and eventually, markets will improve, and the long-awaited BroadSoft IPO should be the payoff many loyal employees have been working towards.

Looking ahead, I see this setting the stage for healthy competition with another strong company I'm a big fan of - MetaSwitch. It's too early to tell how that will play out, but that's going to be a good story to watch in 2009.

My Take on 2008 - VoIP's Not Dead Yet

Everyone's doing their year-end review thing now, and in true fashion, I'm late to the party. All the mainstream pubs did their thing last week - year in review, top 10 stories, 2009 predictions, etc. I'm not a news guy, so I don't have much to add there, so I don't bother. Besides, I have to make a living doing these things, so I'm not going to spend all day blogging about where I think things are going.

However, I do have a few things coming this week. I have a year-in-photos review in the works so you'll know where I've been in 2008, and this has a lot to do with what I'm seeing in the IP communications space for 2009.

I've also just published my latest Service Provider Views article, and that will serve as a pretty good proxy for my contribution to the year that was. If you're a Monty Python fan, I think you'll like it. More importantly, if VoIP is in your lexicon, you should find this of interest.

Basically, I think VoIP is going to be huge in 2009, but not for reasons you may think. I'm trying to draw attention to smart companies doing cool things, like Voxbone, Fonolo, Jazinga, Vayyoo, Phone.com, Calliflower, Mobivox, Jajah, Vidtel and Truphone. They're taking VoIP to the next level, and if you're not watching them now, you better be in 2009.

The article went live on TMCnet this morning, and fellow blogger Andy Abramson has posted a nice piece about it already. Would love to hear your thoughts!