Today's Buzz:

Friday, September 30, 2005

Vonage Speculation

I was at a dinner last night hosted by the wonderful people at Outcast Communications (Thanks Caryn!) and met a journalist with Barrons who, upon discovering that I was a VoIP blogger, immediately wanted to know... you guessed it! Who is going to buy Vonage?

It seems that everyone wants in on the game now. Gee, it was kind of fun three months ago when Bryan Richard at VoIP Magazine and I started talking about this, but enough already! Just sell the darn thing! I imagine that they have received offers... perhaps they just aren't being offered enough (or enough in their minds). At times like this it is important to remember Pointcast... remember back to 1998 when they pulled their IPO and then didn't sell out to Rupert Murdoch, BellSouth ... and others... a list of potential acquirers that sounds a lot like the ones being whispered as interested in a Vonage acquisition.

Will history repeat itself?

posted by Ted Shelton at 9:49 AM 0 comments

Tuesday, September 27, 2005

VoIP Tracker

I have been playing around with a new tool called Personal Bee with my friend Nicholas Chim. This web-based application is a new kind of RSS aggregator that allows you to pool a set of feeds around a specific topic and "discover" trends within the articles. I have created a Bee for VoIP which I call VoIP Tracker. Let me know what you think!

The whole system is in a "prototype" stage at present, so expect it to evolve quickly!

UPDATE: Note that the UI was designed using AJAX so old versions of IE will not render the pages correctly. And your best experience will be while using Firefox...

posted by Ted Shelton at 2:24 PM 0 comments

Friday, September 23, 2005

WGTBVTW (Got Vonage?)

In our notes to prepare for our podcast each week, Bryan Richard and I always have the acronym WGTBVTW at the end of the list. This is our shorthand for the weekly feature -- "Who's Going To Buy Vonage This Week?" -- an opportunity to have a little fun analyzing why Vonage might or might not sell to any of a dozen different potential bidders...

Now Andy Abramson wants into the game -- "Vonage for Sale. Who's Gonna Buy 'Em" covers old ground! Sure, BellSouth might buy them (we talked about this a month ago) but keep up with the rumors! The latest one is that SBC is going to buy BellSouth! And then rename the combined entity "AT&T" -- so will they have time to pick up puny little Vonage?

And he completely left out of his round up some of our more interesting thoughts - Amazon, or Wal-Mart, or (my personal favorite) AOL...

Welcome to the game Andy. I hope we can all have fun with this for awhile!

posted by Ted Shelton at 11:08 AM 1 comments

Thursday, September 22, 2005

Microsoft and VoIP

Microsoft has done a very cool integration of Office Communicator with VoIP, my article has been posted here on Advanced IP Pipeline -- "Microsoft, Qwest, Sylantro Bring Voice to The Desktop" and at VoIP-Magazine -- "Microsoft, Qwest, and Sylantro Partner for Converged SMB Voice and Data"

posted by Ted Shelton at 10:49 AM 0 comments

Podcast: Special VON Edition

Special Fall VON Edition: Skype, SBC/AT&T/BellSouth rumors, attendee survey edition of Who’s Going to Buy Vonage This Week?, and much more.



Get the Podcast

[ MP3 ] Download the audio (MP3).

[ iTunes ] Subscribe to the Podcast directly in iTunes (MP3).

[ RSS ] Add the VoIP Magazine Podcast feed to your RSS aggregator and have the show delivered automatically (MP3).



Hosts

Bryan Richard and Ted Shelton



Format

28:41, 13.1MB, MP3



Program

00:00 Welcome Back

00:20 Ted’s on the floor at Fall VON

00:35 We’re using Gizmo Project this week

01:44 Everyone’s talking about Skype

03:38 Biggest news coming out of VON: Mainstream telecom is behind VoIP

04:55 AT&T not pushing hard on VoIP

05:05 Rumor: SBC to buy BellSouth, name the company AT&T

06:12 Bryan’s reading a book: Tough Calls, the story of the AT&T breakup

06:55 Ted thinks SBC/AT&T/BellSouth will buy Vonage

07:40 Digium/Asterisk has a huge presence at VON

09:30 What is Asterisk?

10:49 Wireless products are big on the show floor

12:39 SIP comes of age at the product level

14:17 Pulver sees a future in IP video

15:31 Services and applications on the floor

17:00 Jeff Citron Keynote

17:30 Who’s Going to Buy Vonage This Week? VON attendee survey

18:00 Attendees: No one’s going to buy Vonage/Bryan was right!

21:20 Other responses: SBC, Amazon, Wal*Mart, European teleco

24:45 Is the state of VoIP strong?

25:07 BellSouth CTO Keynote rant



LISTEN

posted by Ted Shelton at 7:59 AM 0 comments

Wednesday, September 21, 2005

Block Skype on Your Network

With the news last week that a subsidiary of China Telecom was blocking Skype, I wondered when the next announcement of someone blocking Skype would come. I didn't have to wait long. At VON this week, Verso Technology announced that they now have a solution for monitoring and blocking Skype. Here is my article on the Advanced IP Pipeline website --

"Verso Appliance Lets Enterprises Block Skype"

According to Verso's man on the show floor, John O'Reilly, blocking Skype is actually a really hard problem. He tells me that Skype jumps around trying different ports and protocols to find a way through your firewall. I'd love to hear from someone who knows if this is really true...

posted by Ted Shelton at 11:53 AM 2 comments

Identity Theft Just Got Easier

Jeff Pulver announced today a project with LSSi to enable individuals to list their VoIP phone numbers with 411 directory assistance. A website has been created at ListYourself.net to facilitate the process.

At a press conference here at VON, Jeff and LSSi Vice President Pete Renner admitted that there is no security process in place to insure that you really are who you say you are or really live at the address you give. The phone number itself is validated before a listing is added to the database.

Since LSSi directories power "411" directory assistance, you can now register your VoIP phone number with a false name and address, and anyone in the country trying to contact the individual whose name you have stolen will be given your phone number instead.

But before you go out and register yourself as Paris Hilton, be forewarned that identity theft is a federal offense and Pulver promises that abusers will be prosecuted to the full extent of the law. This might not stop people that are already busy stealing credit card numbers...

posted by Ted Shelton at 8:11 AM 0 comments

Pulverweb

The definitive place to get all of your VON news: Pulverweb.com

posted by Ted Shelton at 6:24 AM 0 comments

Tuesday, September 20, 2005

MCI announces Managed IP PBX

VoIP Magazine has posted my story on this morning's announcement of Managed IP PBX services... "MCI Delivers Managed IP PBX"

posted by Ted Shelton at 3:15 PM 0 comments

Open Source at VON

My article on the "Open Source Summit" on the first day of the VON conference is now live on CMP's Advanced IP Pipeline website.... "Open Source Telephony Makes Money, Vendors Say"

posted by Ted Shelton at 9:30 AM 0 comments

Bill Smith, BellSouth CTO

Is it possible that Bill Smith just doesn't understand how VoIP technology works? Or has he been repeating the company line for so long that he confuses reality with PR spin?

Bill was a headline speaker this morning at the Fall VON conference, offering an "industry perspective" entitled "VoIP: An RBOC Dinosaur's Perspective." I should note that he claimed that the "dinosaur" in the presentation's title was "tongue in cheek."

At the beginning of his presentation he spoke a bit about VoIP and Hurrican Katrina -- his made the claim that critics are doing consumers and the telecommunications industry a "disservice" by claiming that VoIP would have made a difference (in providing reliable phone service) in the Hurricane affected areas. He said, "last time I checked, VoIP needs to run on electricity too."

But it is Bill Smith (and BellSouth) that is doing a disservice to customers and the industry. By claiming that the infrastructure requirements for TDM and VoIP services are equivalent, two critical issues are entirely missed:
  1. VoIP call handling can be performed anywhere that the Internet reaches. MCI, in their briefing this morning, spoke of a number of their customers who were able to dynamically reroute VoIP traffic bound for Gulf Coast facilities to other locations. TDM could not have done this. Even consumers with VoIP services could pick up their VoIP router, evacuate, and plug it back in whether they were temporarily in Atlanta, Dallas or New Mexico -- and continue to receive calls and messages.
  2. Providing continued services within the impacted area does, as Bill says, still require some physical infrastructure including power, network connectivity, and even water for chilling equipment to keep the telecom gear cool enough to operate. But the amount of infrastucture necessary to provide Internet connectivity is significantly less (and thus requires less power, water, and human intervention) than the equivalent TDM equipment.
In rebuilding after Katrina we MUST learn these lessons, and not simply replace the damaged networks and equipment with more of the same obsolete TDM systems. Hopefully Bill Smith as the CTO of BellSouth will realize at some point that he has confused reality with PR spin and will work to get BellSouth to build out an all VoIP network for the citizens of the Gulf Coast.

posted by Ted Shelton at 7:22 AM 0 comments

Pulver Keynote Fall VON

Jeff Pulver opened up the conference with a call for Internet freedom and user empowerment. In addition to voice services, Jeff pointed out that broadcast TV is now acceptable over the public Internet, and suggested that this will be even more disruptive to the marketplace than voice applications. But this is threatened by governments and businesses that seek to control the applications that consumers run over these networks. Jeff issued this set of consumer rights that he feels need to be protected:
  • Users should have access to their choice of legal content
  • Users should be able to run applications of their choice
  • Users should be permitted to attach any devices they choose to the connection in their homes
As an exampe, Jeff brought up the frequently mentioned Vonage phone line used by the Mayor of New Orleans to speak to President Bush. He pointed out that if the hotel, or some other network provider connecting the Mayor to the Internet had been blocking VoIP traffic, that call wouldn't have gone through. Or that if that customer had failed to register for E911 services and had been cut off by Vonage, the call wouldn't have gone through. So we "got lucky" in that case, but Jeff points out that it might have been otherwise.

Global IP Alliance is an organization that Jeff has created to fight for consumer rights, worldwide. Website -- http://www.ipall.org/

posted by Ted Shelton at 6:54 AM 0 comments

Monday, September 19, 2005

Sununu Keynote at VON

My overview of Senator Sununu's keynote at VON has been posted on the VoIP Magazine website...

posted by Ted Shelton at 4:09 PM 0 comments

Chris Lyman's Rules for Open Source

Chris Lyman is the CEO of Culver City, CA based Fonality, a company that has built a commercial VoIP PBX product for small businesses on top of Digium's open source Asterisk.

Chris gets my applause as the best (and most humble!) speaker at VON today. He did an excellent job sketching out why there is a difference between open source and free software. Here are my notes from his presentation:

Chris Lyman, CEO & Founder, Fonality

Four points to make about open source:

(1) You can be open but you can’t be free
  • There is a difference between open source movement and free software movement
  • Free Software Foundation (FSF) impetus is ethical and not economic
“Anyone purchasing one of these [commercial] licenses and distributing non-free software is doing something wrong"
  • FSF believes in copylefting practices
  • FSF believes in integration vs. innovation
“You are not going to get ahead in the free software community by competing on features…”
(2) Open source = open your wallet
  • Open source is thinly-veiled capitalism
  • Dual-license model = proprietary model
  • Investors now believe in open source
  • Open source vendors may see things differently than their communities

(3) Open source ‘aint no love child!
  • Open source is a reaction to Microsoft
"A logical business tool to compete – “the original impetus for mozilla.org was… strategic. Fighting a ‘conventional war’ with Microsoft over browsers became increasingly challenging.” – Bob Lisbonne, former SVP and GM of browser products for netscape
  • High prices, bugs, interconnectivity are drivers
  • Open source is about business, not freedom

(4) When being open, wear protection!
  • Understand the nature of “derivative work

posted by Ted Shelton at 3:59 PM 0 comments

"Mad Dog"


Jon "maddog" Hall is leading off the VON conference, moderating a panel entitled "Free and Open Source VoIP: World Communication Through World."

Jon is one of the people who has made Unix possible... he looks a little like Santa Claus, which somehow seems appropriate given all of the gifts he has given to computing over the years. Here is Jon's bio from the show guide...
Jon "maddog" Hall is the Executive Director of Linux International (www.li.org), a non-profit association of computer vendors who wish to support and promote the Linux Operating System. During his career which spans over thirty years, Mr. Hall has been a programmer, systems designer, systems administrator, product manager, technical marketing manager, college educator and author. He has worked for such companies as Western Electric Corporation, Aetna Life and Casualty, Bell Laboratories, Digital Equipment Corporation, VA Linux Systems, and is currently funded by SGI. Mr. Hall serves on the boards of several companies, and several non-profit organizations, including the USENIX Association.

posted by Ted Shelton at 6:38 AM 0 comments

Live From VON

IP Inferno is in Boston for Fall VON! Not at the friendly and familiar Hynes Convention Center, but in the new Boston Convention and Exhibition Center -- a beautiful facility built in a hurry to host the Democratic National Convention... but unfortunately the rest of the infrastructure to support a conference... So everyone is staying 30-45 minutes away in hotels that are walking distance from VON. But perhaps more distressing -- there are no restaurants, no coffee shops... Stuck in a quiet convention center in the far south end of Boston...

First impression: Seems like a smaller show than in San Jose in the Spring. Only a few of the attendees are really here yet so its not fair to judge on that basis -- but looking out over the show floor, it seems smaller.

Off to the first panel, "Free and Open Source VoIP"

posted by Ted Shelton at 6:01 AM 0 comments

Saturday, September 17, 2005

Latest Podcast

eBay/Skype, Vonage and service during a hurricane, and Jabber adds support for SIP, which Ted thinks Google Talk should avoid.



Get the Podcast

[ MP3 ] Download the audio (MP3).

[ iTunes ] Subscribe to the Podcast directly in iTunes (MP3).

[ RSS ] Add the VoIP Magazine Podcast feed to your RSS aggregator and have the show delivered automatically (MP3).



Hosts

Bryan Richard and Ted Shelton



Format

37:32, 17.2MB, MP3



Program

00:00 Welcome back

00:25 eBay Acquires Skype

05:15 Will all of these separate VoIP services be good for VoIP?

08:20 Ted thinks the opportunity is with a PayPal model

10:10 How will Google monetize Talk?

10:50 Click to Connect is a flawed model

15:06 Vonage service during hurricane Katrina

18:55 Packet8’s privacy gaff/how security companies think

22:05 Jabber adding SIP support

23:20 Ted: “SIP is DOA”

24:40 Skype on SIP and open standards

25:45 The Mother of All SIP articles

27:00 Ted going to VON

28:55 Segment: Who’s Going to Buy Vonage this Week? Amazon vs. Can’t be sold because of eBay/Skype

37:00 No “Cool Thing of the Week” this week



LISTEN

posted by Ted Shelton at 5:52 AM 0 comments

Monday, September 12, 2005

$4.1 Billion for Skype is too little...

Reuters is reporting that Ebay will pay $4.1 Billion for Skype... but this market observe thinks the number is too low... Skype is not just a huge user base, not just a powerhouse Internet brand... Skype is a new kind of platform. This is a major expansion play for Ebay, changing the game for all of the players...

posted by Ted Shelton at 8:32 AM 1 comments

Thursday, September 08, 2005

Subscriber numbers: The latest

ZDNet Research has the pole position laid out for VoIP subs. Skype maintains its lead, despite Vonage having passed the 1 million mark.
  • SkypeOut - 1.2 mln paid users
  • Vonage - 1 mln
  • Time Warner - 614K
  • CableVision - 250K

posted by Sean Wolfe at 11:07 AM 0 comments

Report: VoIP to fuel growth in security spending

Three out of four firms that invested in VoIP technologies are now in the throes of upgrading their security infrastructure, according to the latest report from the folks at In-Stat.

The idea here is that, yes, VoIP can offer new capabilities to the enterprise, but that traditional firewall architectures can add some wrinkles to deployment.

In-Stat predicts that spending on security appliance to reach $7 billion by 2009.

InformationWeek has the story here.

posted by Sean Wolfe at 10:01 AM 0 comments

More buyout rumors for Skype

The rumor that eBay is eyeing Skype as its next acquisition already has a punchline: (posted on Fark.com) that talks will fail at the last moment when "some jerk" bids $3 billion, plus fifty cents.

The epicenter of the news was the Wall Street Journal, which said eBay is considering paying between US$2 billion and $3 billion to acquire Skype. The report quotes unnamed sources familiar with the talks.

Searchenginejournal.com has this post, which says the idea makes "total sense" because
"eBay is at its core a community and eBay owned Paypal is one of the preferred ways of buying Skype Out credits."

A more in-depth look comes to us from The Guardian, which looks at the acquisition wars between the search giants, then dryly comments that eBay's motivation for the deal is in line with its evident strategy of "seeking to diversify from its key business of online auctions, a market which it dominates."

ITWorld speculates on whether the deal makes sense. Analysts in the article question whether the acquisition makes sense. After all, why not partner instead of acquire, and thus reduce the associated risk.

Others in the article expressed doubt that a Skype/eBay tie-up would ultimately result in anything other than the combined companies emerging as a minority player down the road.

A Gartner analyst was bullish on the deal, saying that it represented a chance for the combined companies to move aggressively into offering a Web services platform for its customers to develop their own applications.

Whether all this will come to pass is anyone's guess just now. What no one's talking about is what would happen if Skype decided to remain independent.

David Utter over at Webpronews opines that if Skype continues to sniff at an acquisition in the $3b range, they should have their heads examined. Play coy for much longer, Utter says, and the Microsofts and Yahoo!s of the world will flank you, and then you'll no longer be the belle of the ball.

posted by Sean Wolfe at 9:27 AM 0 comments

Friday, September 02, 2005

Zennstrom interview

Digitimes has posted an interesting Q&A with Skype CEO Niklas Zennstrom. The interview predicts deeper ties for Skype in the Taiwan hardware manufacturing sector.

posted by Sean Wolfe at 10:49 AM 0 comments

Signs of aging: VoIP scams emerge

With the VCR, there came content piracy. With the Internet, the Nigerians. Now VoIP is showing its age with an interesting scam by routing calls to services with pricey minutes.

Forbes has an article dubbed "VoIP and Vanish" here. It's a fascinating read, and poses a thorny PR problem for VoIP providers.

posted by Sean Wolfe at 10:23 AM 0 comments

E911 task force named

At last: more people to call.
Telecomweb.com has a release on the makeup of the VoIP 911 Joint Task Force, to be made up of FCC reps as well as folks from the National Association of Regulatory Utility Commissioners.

The group is scheduled to meet later this month, and take input from a wide range of stakeholders. Key among their upcoming discussions will be the development of consumer education materials, as if we didn't have enough of those already. Also, how to facilitate enforcement as well as data collection and sharing of best practices.

Note to the task force: It might be more helpful if you could discuss ways to raise money in tight times for updating the infrastructure. Better for consumers, too. Because that's who were supposed to be trying to protect and serve. Right?

posted by Sean Wolfe at 9:26 AM 0 comments

Pay-per-call: Is this Google's new revenue model?

The open question is now that the big boys are making VoIP plays, what are they going to do with them to make serious money?

Om Malik has an interesting, speculative post on the topic, where he attempts to triangulate Google's intentions by examining the company's thirst for fiber, traffic-monitoring, and its print ad experiments.

The idea is that Google is already an ad powerhouse, so why not step blithely into the pay-per-call model, instead of offering consumer minutes along with everyone else?

David Utter, at WebProNews.com, has similar post on the topic, which is well worth reading.

Rich Tehrani at TMCnet has an op-ed on the topic as well, where he suggests that ultimately, Google may want to present targeted ads to the consumer that are relevant to what the consumer is discussing at the moment.

Scary thought, that. But I suppose there will be an argument made that the expectation of privacy is proportionate to the cost of the call, and that for calls made free, the expectation is zip.

posted by Sean Wolfe at 9:08 AM 0 comments

Thursday, September 01, 2005

MSOs gain market share

Cable Digital News is reporting that North American cable operators added just under a half million new IP phone customers in Q2 "05.

U.S. and Canadian cable operators ended the quarter with almost 1.4 million VoIP customers, more than half of the estimated 2.4 to 2.7 million VoIP subscribers in North America. Key players in this market are Time Warner and Cablevision, who between them have about 80 percent of the total installed base in the region.

Execs with those firms have said VoIP is a tool for their businesses to reduce churn, as well as a value-added sell for basic cable.

posted by Sean Wolfe at 3:56 PM 0 comments

The stormclouds gather

Google. Yahoo. AOL. Now Microsoft wades into the VoIP fray with its acquisition of San Francisco based VoIP provider Teleo.

No company likes to admit that its aim is to be purchased, rather than go public. But Teleo in many ways seems to fit the bill of "built to be bought."

Consider: The company was founded two years ago, and throughout its arc, built its service and software to closely tie into the capabilities of MS' Outlook and Internet Explorer products.

According to from TheStreet.com MS now plays to integrate Teleo's technology into its MSN portal and mesenger service.

Geek.com carries some speculation that Teleo's software could ultimately be incorporated into Internet Explorer 7, but suggests that it would likely be offered as a separate download to "stop any anti-competitive behavior problems."

More coverage available here from Reuters, and the press release from Redmond.

posted by Sean Wolfe at 8:59 AM 0 comments

The news, what the pundits said, and selections from bloggers...

A complete roundup of news and current events on VoIP, Wi-Fi, WiMAX, mobile telephony and computing, and advanced IP applications.

Syndication via FeedBurner



IP Inferno is sponsored by:
Lok Technology, Inc.

VoIP Magazine Home Page

IP Inferno is written by:
Dan Brekke
Ted Shelton
Sean Wolfe

Press inquiries: press@ipinferno.com

Previous Posts

  • The Game is Fixed
  • Broadband Data Improvement (S.1492)
  • FCC and Inter-Carrier Compensation
  • eTel Blogger Dinner
  • Redknee public on AIM
  • Twitter: Why you should care
  • Making Voice Mails Public
  • GrandCentral and Gizmo Project
  • The future is WiFi
  • Blogger will run CES

Archives

  • May 2004
  • June 2004
  • July 2004
  • August 2004
  • September 2004
  • October 2004
  • November 2004
  • December 2004
  • January 2005
  • February 2005
  • March 2005
  • April 2005
  • May 2005
  • July 2005
  • August 2005
  • September 2005
  • October 2005
  • November 2005
  • December 2005
  • January 2006
  • February 2006
  • March 2006
  • April 2006
  • May 2006
  • June 2006
  • July 2006
  • August 2006
  • September 2006
  • November 2006
  • January 2007
  • February 2007
  • March 2007
  • May 2007
  • October 2007

Powered by Blogger

Where We Find the News

Sources are in the order referenced, most recent listed first
SF Gate
Broadcasting & Cable
Andy Abramson
NetworkingPipeline
The Register
Computerworld
Wireless Unleashed
Jeff Pulver
eWeek
CNet News.com
Internet News
TheStreet.com
NewsFactor
Om Malik
Wi-Fi Planet
Reuters
Brian Kane
Greg Galitzine
Wi-Fi Networking News
Rochester Democrat and Chronicle
TMC Net
SF Gate
UPI
Paul Victor Novarese
William Hungerfold
Baltimore Sun
CRM Buyer
Seattle Times
Dan Gillmor
Glenn Fleishman
Dana Blankenhorn
David Isenberg

Other sources
Doc Searls
Ted Shelton
All Headline News
Technorati
North American Bandwidth News

 

Afterink Publishing Network
* * * IP Inferno * * *