Monday, September 29, 2008

Mobile app - P2P or mesh

If mobile phones (more like smart phones) are becoming mini-computers, it is very conceivable that many things you run on desktop could be run on smart phones.

The major differences between the two are mobility, contraints and the volume. I was thinking about the last part. There are supposed to be around 3 billion mobile phones in the world, as opposed to some several hundred million PCs. Also most phones are on all the time, albeit in standby mode. If some applications are running all the time, battery wouldn't last long. If you consider all the phones worldwide, there will be millions phones on at one time.

If there is a way to tap on to each of those phones, combined productivity would be great. There is one sort of application that utilizes a great number of folks downloading at the same time, and it is BitTorrent. Can you imagine BitTorrent running on most smart phones......either streaming or downloading? You can easily max out network capacity...., and your other mobile applications would suffer. The idea of creating mesh network using mobile phones in proximity has been aroudn for a while. It could be doable, but what would be the purpose? Mobile P2P would be cool, but what useful thing can you do with it?

It brings me memory of using the first VoIP app. I was in college, and I remember using it in a dorm room..., and I can't remember the name of the app, but all I remember is that it really sucked and I was really disappointed. Like any new technology, I think the first batch would be more of "proof-of-concept". But, it's almost like evolution - that technology will improve, and at some point, environment will be ripe for the app(s).

I truly believe it's only matter of time that some sort of P2P or mesh networking. You know, that's why I think iPhone will lose to hundreds of gPhones. iPhone will kill those applications, but gPhone is for freedom. You can hack it. You can install any applications. You can probably even install modified OS. gPhone will spur much more innovations than iPhone. It's substance vs. style, and I'd go for substance (with style). :)

Thursday, September 25, 2008

History repeats itself? iPhone and Apple Mac's

My current mobile contract is over in October. I set my mind to buy an iPhone next, but then T-Mobile's Android phone, G1 will be also available in October. That complicates things a little bit.

But one thing is for sure. I don't like G1. HTC and T-Mobile should've done better job at designing an aesthetic phone. It's fugly. I see it as a beta phone, and I hope Samsung or LG make much better Android phones. Then shall I wait till those phones are available? Next Android phone is most likely from Sprint, and I wouldn't buy it even if it's free (unless I can unlock it and use it in AT&T network!) because Sprint network sucks and the company will be extinct in a few (or several) years.

It also dawned to me that there are some similarities between different routes PC/Mac took and how Apple and Google are approaching mobile market. Apple iPhone is definitely vertically integrated. Apple controls the hardware, but lets 3rd-party software developers to publish their applications as long as Apple approves them (thus the similar to Mac). On the other hand, Google's Android is open-source and it relies on others to make platforms and anyone can develop software (thus similar to Microsoft and PC). Even in Google's case, I think they would need to screen some applications that might be borderline immoral - offensive, racist, unethical, or just plain wrong (wrong on whose standard? That could be a source for a debate). So, with such parallism, I have to wonder whether iPhone will suffer the same fate as old Mac did. While many phone manufacturers are coming up with different phones with different tastes (thus much broader appealing than iPhone), iPhone will be limited to designs that Apple can release.

In addition, as recent smart phones have demonstrated, future mobile phones will be just like mini computers. There will some mini computers for average folks, some for advanced, and some for ultra geeks who may even buy off-the-shelf-components and build their own. The key is to let hardware vendors package them differently and target different market segments. Google just provides OS and default search, many many 3rd-party developers offer their applications. This is what Microsoft wanted with its Windows Mobile OS, but Google is definitely crashing Microsoft's party. Who would win? I don't know about you, but I am going to bet on Google. Google (Android) will dominate smart phone OS in 3-5 years. Because it is open source, someone can easily build an affortable smart phone based on Android and create mini smart phone reveolution in developing nations, where cheap phones are dominant, but people will naturally want to move up to better, sophisticated phones. In other words, even in smart phone market, there will be different segments; more basic, cheaper to advanced, more expensive phones. Someone might even sell mobile phone kit(s) with different components.

One hurdle I could see is carriers. In many places, you are locked in to a carrier. This must change. It is hurting mobile innovations. Those fat cats must go. FCC must allow open competition. Google's bid for spectrum was more self-served, but open airwave would have spawned amazing innovations in mobile industry. In the end, perhaps, all telecom service providers (either wired or wireless) might become just pipe provider. They want to avoid that, thus make you lock-in or monopolize the market.

Again and again, the higher you go up on the value chain, more important it is. Content/software is the king - applications on PCs, OS in routers/switches, programming on cable network, etc.

Coming back to the original point, Apple had better be prepared to not repeat the history.

Tuesday, September 23, 2008

T-Mobile G1 (Dream)

T-Mobile's G1, much anticipated Google Android phone, was unveiled today. However, looking at the pictures, I can't believe how ugly it looks! I glimpsed a bit of screen shots, but I am not entirely convinced this would be a iPhone killer.... In addition, I am not hearing about customers dying to get their hands on it. Google/T-Mobile could have done better job marketing the phone... :(

Mobile app - translator

Here is another idea for a mobile app: translator.

In my last job, I had to travel abroad a lot for business. Luckily I was able to speak the local language, so it wasn't a big deal to me, but some sort of translator would be cool. It doesn't necessarily need Internet connection to work. Basic phrases could be downloaded with the app initially or downloaded before a trip. Since Wi-Fi (either open or paid) hotspots are available in many international cities, additional translation could be done easily. Ordering food or telling a cabbie where to go or asking for direction could be done so easily..... Perhaps, even local map, public transit map, points of interest with recommendations could be downloaded before so that the stay could be enjoyed better. Actually better yet, you use crowd wisdom to have other ex-pats recommend places to go, foods to eat, etc. Now it's becoming more like a travel app with translator feature. And maybe work with local or international ad network to place small local-specific ads.....as revenue source.

Monday, September 22, 2008

Follow your dream?

Should you?

I had a conversation with someone who has been quite successful as a serial entrepreneur. Since I have a lot of spare time, I wanted to pick his brain and get some pointers what I could follow his footsteps. His brief answer was that he just had been lucky, right place at the right time. He also said there are some people who are cut out to be a leader, founder, and entrepreneur. And, most people are not. He said God (whichever god depends on your religion) has set out a path for everyone. People have different strengths, and he doesn't believe in working on improving weaknesses, but reinforcing strengths.

One of the books I like is Sun Tzu's The Art of War. One principle in the book says that the state head must know how to utilize his generals' strengths best. If a general is good at offense, he should be deployed in offensive position. And if a general is good at defense, then in defensive position. You can't blame a general for not doing his job if he was assigned with a job he cannot possibly do well. It makes total sense......

So, what if your dream is not in line with your strengths? Or what if your strengths are not enough to reach your dream? Books and TVs are full of stories about people following their dreams, persevere, and actually achieving them. How about others who have followed them but never made them? There are many athletes, both professional and Olympic, who in spite of their best effort do not make it at the top. What about those countless artists and musicians? When do you realize that perhaps your strengths are not in line with your dream or just not enough? What do you do? Then, is it about different levels or definitions of success? Should an athlete be satisfied with making it to the Olympic teams?

It's especially meaningful to me since I have two kids of my own. As a parent, I would tell them that they could be anything they want to be. Would I be setting them up for big disappointments? Shall I just tell them that there are different levels of successes, and they should set low goals? Jack Welch is famous for setting "stretch goals", which may not be applicable for kids, but I really ponder over the whole thing.

Sunday, September 21, 2008

Dare to predict the future

Since the shutdown of the company I was working at previously, I have had some time to think about what I want to do. I still have the desire to start my own company, but it’s indeed getting harder and harder as I have certain family obligations. Next best thing is to join a startup, but there aren’t too many left standing in networking industry. As I have mentioned before, best case scenario would be to join a startup in web application space, but because I don’t have relevant prior experiences, it is tough. That leaves joining a well-established company in networking industry. While that’s good for supporting the family, it is bruising to my ambition and dream of starting a company of my own. However, life would not be worth living without a dream. We live one life, and I just refuse to accept that I will live the rest of my life as nobody in the sea of big corporations. Well, not exactly. My personality wouldn’t let me be nobody. I am too ambitious to be nobody in any company. Either I make a difference and become somebody or get the hell out. I think I've always enjoyed limelight - there is something about being a center of attention.

At any rate, I decided to examine history of technology innovations (as far back as I could remember), and see where the future innovations would happen. As people grow older, they tend to have “locked-in” view. I can feel that I already do that sometimes. But, it’s important to have open mind and views. I will let my imaginations go wild, and see where things might be headed in the future. This would be a good exercise.

I would divide Internet into two large areas: physical and logical (or Layer 1 to 4 and Layer 5 to 7 of OSI model). In physical side, you have telecommunications and data communications equipment that is responsible for delivering bits (zeroes and ones) from point A to point B. In Layer 1, most long hauls, WANs and LANs are either fiber or moving to fiber. To desktop is most likely to remain copper, and to laptop is most likely wireless (Wi-Fi variation). Long hauls use mostly SONET, the good-old, reliable SOB. DWDM stuffs much more information into single strand of fiber using different wavelengths. So, as long as you have fiber in the ground, DWDM or any other future boxes will be interested in stuffing more and more bits into the single strand of fiber. Similarly, Ethernet evolution map is pretty much intuitive, too: faster and faster. Also interesting thing is moving everything over IP. Storage used to be exclusively on fibre channel network, but with NAS and iSCSI, everything is accessible over IP without specialized network. There is even talk about implementing fibre channel over Ethernet. Actually, much more interesting things in physical side are happening in and around data centers. The need to have scalable data center is pushing for HPC environment where resources from multiple servers are pooled together. What’s happening now is like creating a humongous server with hundreds of CPUs and obscene amount of storage. With pre-partitioned storage, any number of CPUs can be instantly grouped together to perform certain jobs. For example, if there is sudden surge of demand for database processing, addition CPUs can be assigned to already existing database CPUs. It is like dynamic server virtualization. You can also imagine, with fast enough connection and fast enough storage like maybe Solid State Drives, that there could be separate “memory area network” in addition to “storage area network”. Thus you have three physically separate areas – CPU, memory and storage - being grouped dynamically on the fly and providing services to clients as needed. What provides physical connections for those three areas become quite interesting too…. Memory typically requires 50ns or less access speed, so I am not sure if current Ethernet switch can work. But, you could imagine some sort of box providing network connection to/from clients as well as between the three areas. That would be really neat… But the box needs to be as scalable as the computing resources. Also management would not be easy. There may be additional challenges I am not seeing right now, but I would believe that’s where most network, server, and storage vendors are heading.

In terms of physical side of mobile industry, it’s also pretty much predictable. Apple iPhone and Google Android are paving a new era of mobile networks. Service providers need to upgrade their equipment to deal with more and more data. Thanks to the two pioneers, mobile phones will be considered as mini-computers where consumers are free (as much as phone manufacturer lets them) to download and install applications.

Logical side is even more interesting than the physical side in both wired and wireless networks. Whether you use desktop or mobile phone, what you do with bits delivered via the network is where the true value resides. However, I must say that I am much more excited about mobile apps than desktop apps. The evolution of desktop apps seems quite predictable. For example, social networking websites could be considered as enhanced BBS. I remember when I first got my computer in high school, it came with 2400 baud modem and the only “online” activity would be through BBS. I exchanged games with others physically…using 5.25” floppy disks. You could choose which BBS to go and hang out. When I went to college, I used newsgroups and IRC as BBS. Then to Yahoo Groups, and now it’s Facebook. Truly remarkable development has been around software-as-a-service model. In most cases, big software vendors tended to target customers who leave most margins, i.e. Fortune 1000 companies. Small-to-Medium businesses usually get crippled version at discounted price, but in terms of productivity, it could be considered a lot more expensive. When you move apps to web, now you have different economies of scale, and distribution and pricing model. Just as the Internet made “Long Tail” possible, SaaS changes the whole software landscape and makes it attractive to SMBs (not that it wouldn’t be also attractive to larger companies, but they may not have compelling reason to jump).

Also, when you add mobility, you get a whole different set of software. Mobility means your location may change at any time. The obvious apps are the ones that tell you about things around you, whether you are looking for a restaurant, a friend, etc. There is also notion of instant social gaming, where you hook up with whoever is available and play a game together. Another one is instant access to information wherever you are. One app I saw lets user scan a barcode of a product and find review/rating information about it. Pretty clever. So what makes apps on mobile phone with high-speed internet connection a lot more interesting is location + instant access to information.

What could be possible? Where could things go from here? SaaS means both desktop and mobile phone could access the same application. So the SaaS should be able to accommodate information from/to both desktop and mobile phone. Will desktops become just another (immobile) terminal to apps? How about SaaS of SaaS? If apps are moving to web, and there might be a need for information exchange between two or more SaaS apps. Mashup for mobile apps. There is an idea! Another characteristic of mobile phone is it’s most likely to be with owner all the time. So, it could be use as tracking device…..could be as physical as distance travelled or expenses……or some sort of analysis based on accumulated data…..like when s/he is most likely to spend money, etc. I actually have envisioned a society without cash, since a lot of financial transactions already happen without me actually touching the money. Money gets deposited using direct deposit. I always use credit cards for purchases. I then pay for credit charges using online banking. I don’t need to touch the money, period. So, what if you add charging capability to the mobile phone? It’s already done in Asia and Europe, where you can pay for goods using your mobile phone. It’s just that mobile carriers are not credit card companies, but it should be possible perhaps through partnership. Then SaaS could keep track of most of expenses through the mobile phones and provide you with financial analysis. That could be possible.

Actually, it would be impossible to think of all the possible mobile SaaS right now….., but it gives good topic ideas. From today on, I am going to write about at least one mobile SaaS a day.