Saturday, November 10, 2007

Next monday is the real Google Phone day

I am really looking forward to next Monday when the software development kit (SDK) for Android, the new operating system from Google for mobile handsets, comes out. Hopefully that brings answers.

When they launched the Android last Monday there was very much buzz but few to be seen. Valleywag pretends to have screenshots of the first Googlephone app, but that's not very much of an information.

On tuesday I interviewed Florian Seiche, Vice President Europe of HTC, the most important smart phone producer in Google's Open Handset Alliance. But whenever I digged deeper he said that we have to "wait till monday when the SDK comes out".

At least he could tell me that Android has nothing to do with Openmoko or other Linux versions for smartphones. No Openmoko developers worked for the Android, no code sharing or whatever. Before I had the suspicion that Google's new mobile OS was in fact powered by the community solution Openmoko.

But that's not the case. Even Sean Moss-Pultz, initiator of Openmoko and responsible hardware product manager at First International Computer (FIC), doesn't have much knowledge about the Android, he told me in an email. He doesn't know the code yet and is waiting for something to compare.

So let's wait for Monday, November 12, 2007! That`s the real Google Phone day.

Friday, November 9, 2007

Jajah's 2007 IPO cancelled

VoIP callback service provider Jajah has cancelled their IPO for 2007, an idea they first communicated to my fellow Berlin journalist Thomas Ramge in his interview for the German economy feature magazine Brand Eins. When they met in December 2006, Jajah's co-founder Roman Scharf told Ramge that the company would go public at the end of 2007. The year is nearly over and Scharf now had to correct the story a tiny bit in an interview he had on wednesday with Reuters on wednesday, November 7 2007, postponing the IPO for nearly a year.
NEW YORK, Nov 7 (Reuters) - Internet-based phone company Jajah Inc aims to go public in the second or third quarter next year to expand its low-cost calling service globally, co-founder Roman Scharf said in an interview on Wednesday.
Too bad that the Reuters reporter Ritsuko Ando is no frequent reader of Brand Eins or GigaOM and missed a much more juicy story, which Om Malik puts in the right words for us:
Jajah’s Hypothetical IPO Delayed Another Year

Jajah, the VoIP callback service provider that shifted from paid to “free” and was dreaming of an initial public offering in 2007, has pushed back its IPO plans until the second or third quarter of 2008, co-founder Roman Scharf told Reuters. The timing seems about right — the way everyone is going nuts here in the Valley, profitless IPOs could make a solid return by the middle of next year.
Scharf says that they would need $100 million to $200 million to bring Jajah within a year to a level of 50 to 80 million customers. That would be the purpose of a possible IPO. "We want to do this next year. We believe the second or third quarter next year might have the right environment for us to go public."

These numbers are very humble, compared to the evaluation of 2.9 billion dollars which RRS Capital Strategies Services from Vienna credited them as "fair value" in May 2007 after the investments by Deutsche Telekom and Intel. They deducted this virtual price from Jajah's user data and the conditions under which Skype had been sold to Ebay in 2005. As we know Skype's value has fallen by $1.43 billion and this is also affects the valuation of other internet phone companies.

Until now only stock holders of Jajah's investor Qino Flagship could have fun with the company. Qino Flagship is publicly listed and the only stock trading possibility to participate in Jajah's success. Since June Qino's value has fallen from €15 to €10.

But still the carpetbaggers are sucking up every Jajah news, no matter how goofy it is. In the web forum of the Austrian magazine Börse Express they try to construe even the slightest Jajah move. Obviously they are happy about the new business model: in-call advertising as an opt-in solution. Users listen to an audio ad before every phone call and receive Jajah minutes in exchange. 50 per cent of the advertising revenue gets the user and the rest shares Jajah with the phone company, explained the other Jajah founder, Daniel Mattes, in an interview with the German newspaper Frankfurter Allgemeine Zeitung.

"JAJAH's patent pending in-call advertising platform turns the inventory of the world's telephone calls into an advertising market place", said Mattes in the German press release. "Google paved the way around a decade ago with Google AdWords. Their approach was revolutionary, as they respected the users' common sense and reactions. We are now trying to do the same for the massive amount of phone call inventory. Think AdWords for the phone", he says in English.

Comparing oneself to Google is always a great way to get publicity. Does anybody remember when it was cool to sell a company as "future Microsoft"? Although Jajah has filed a patent application they are not the first with such an idea. The Rebtel clone Talkster also plays 10 second ads before every call. And Californian Pudding Media even wants to eavesdrop conversations to deliver targeted advertising during their free phone calls.

Monday, November 5, 2007

I think Google's Mobile Phone Platform Android will be great

So the Google Phone is out and the first reactions are not too good. At least at GigaOM there is more criticism than kudos. Nobody wants to hype the new product, nearly everyone is nagging. Since Google's shares are worth more than 700 dollars it's not cool anymore to be a Google fanboy.

I got an invitation to the same press call like Om, but unfortunately it started when my workday ended. May other journalist cover the story. Also it seems that the press call was not very much of a pleasure. "They completely dodged my question about how does it reconcile with other mobile linux efforts which are backed by none other than partners like Motorola", writes Om Malik.

Personally I like very much what he tells about Android, Google's new mobile phone plattform:
What is Android? A fully integrated mobile “software stack” that consists of an operating system, middleware, user-friendly interface and applications. It will be made available under one of the most progressive, developer-friendly open-source licenses, which gives mobile operators and device manufacturers significant freedom and flexibility to design products. Next week, the Alliance will release an early access software development kit to provide developers with the tools necessary to create innovative and compelling applications for the platform.
Does anybody know if this has something to do with OpenMOKO, the other open Linux cell phone platform? Maybe Android is just the same?

How open is Android compared to OpenMOKO?

The latter let's you manipulate everything to the very core of the mobile phone functions. Yet now there are thousands of great free Linux programs running on the OpenMOKO devices. I would love to see this kind of openness backed by heavy weights like Google and the other mentioned companies.

I hope that Android is as open as the Open Handset Alliance's website says:
Android was built from the ground-up to enable developers to create compelling mobile applications that take full advantage of all a handset has to offer. It is built to be truly open. For example, an application could call upon any of the phone's core functionality such as making calls, sending text messages, or using the camera, allowing developers to create richer and more cohesive experiences for users. Android is built on the open Linux Kernel. Furthermore, it utilizes a custom virtual machine that has been designed to optimize memory and hardware resources in a mobile environment. Android will be open source; it can be liberally extended to incorporate new cutting edge technologies as they emerge. The platform will continue to evolve as the developer community works together to build innovative mobile applications.

All applications are created equal

Android does not differentiate between the phone's core applications and third-party applications. They can all be built to have equal access to a phone's capabilities providing users with a broad spectrum of applications and services. With devices built on the Android Platform, users will be able to fully tailor the phone to their interests. They can swap out the phone's homescreen, the style of the dialer, or any of the applications. They can even instruct their phones to use their favorite photo viewing application to handle the viewing of all photos.
I think GigaOM's reader rohit understands it right:
i think this is a much bigger potential play at replacing the whole mobile phone software stack and aimed at making it truly an information appliance. think of it as an IP-services led “phone” design, not a telco-call based device.
It's a Linux for phones! You can do everything with it, if it's really open. I already wonder how it cooperates with Google's Ubiquisys femtocells. It annoys very much that my cell phone is not as open and flexible as my PC. Give me a command line to my cell phone and I will be happy!

Or, as commentator David Jacobs puts it:
Being an open system, hackers will have a field day with this and it could get some serious traction among the geek community who are so frustrated with the iPhone limitations.
Here you can get more quotes from Android's developers:


"Even A teenager in the basement and a senior designer in a big company - they have the same chance", says the film. That would be great because I don’t want just a Google Phone. I want many different of them for different purposes. That’s why I think the OS approach is great. The iPhone just isn’t enough anymore. It’s so 2007.

I got the offer to do interviews to John Wang, Chief Marketing Officer of Google's hardware producer HTC, and Florian Seiche, Vice President Europe of HTC, tomorrow. Let's see if that will answer my open questions.

Friday, November 2, 2007

3Skypephone doesn't do mobile VoIP

Many commentators didn't realize that the 3Skypephone doesn't really do mobile VoIP. Even my friends at Areamobile thought at first that a 3G data flatrate would be necessary to use it. It was quite easy to get this false impression as the press release only said:
29th October 2007 – Skype, the global Internet communications company and 3, the mobile operator, have launched a new affordable handset that lets you make free Skype to Skype calls and send free Skype instant messages from your mobile phone to other Skype users no matter where they are.

The 3 Skypephone is a fully-featured 3G Internet phone with Skype built-in. In addition to Skype calls the phone makes conventional calls and can be used to access 3’s broad range of other internet services.

3 customers using the 3 Skypephone will be able to make Skype calls and send instant messages on the move with the push of a button. This is the first time an operator has offered a mass market device which is tailor-made for free calling over the internet from a mobile. Now, all of Skype’s 246 million registered can be reached for free with the 3 Skypephone. ...

No more technical details were given. But the mobile Skype calls on the 3Skypephone are basically GSM phone calls, since it's the iSkoot service which is powering them. The day after the launch iSkoot could send out their own press release:

„CAMBRIDGE, MA – October 30, 2007 – iSkoot today announced that it has been selected by Skype to help power the 3 Skypephone – the first ever mass-market Skype-enabled mobile handset. ..."

This means that Skype calls from the 3Skypephone aren't 3G VoIP calls. They are GSM calls from the phone to the 3-iSkoot server, which then cannels them over the fixed line internet to Skype. The data connection is only used to show the presence of the Skype buddies.

The 3Skypephone doesnt really do any mobile VoIP, since it uses Skype only in the fixed line part of the call. The bad voice quality, that for instance Luca critizes, is not because of unreliable 3G coverage. Possible causes are the low sound quality of the GSM codecs or transcoding issues at a gateway level. Yet still iSkoot is a nifty solution to guarantee Skype coverage nearly everywhere.

That's also why their FAQ list says:

Q: Will it work on 2G, 2.5G& 3G networks?
A: Wherever you have coverage in the UK, Skype will work. If you can make a normal voice call, you will be able to make a Skype Call.

Now it's also obvious why the technology doesn't work outside of the 3 network: It relies on free on net calls from the 3Skypephone to the 3-iSkoot server. Luca said that "if you are roaming (in Italy in some places you are under Tim coverage and not 3) Skype calls don’t work".

The 3Skypephone is no new invention but just another marketing skin for iSkoot. Take that TIME magazine if you want to elect your next "Invention Of the Year". ;)