Bullish on BroadVoice

Nothing like a mention in Wired Magazine to make you feel better about your prospects – at least if you're BroadVoice,
which gets a big shot in the arm in the magazine's latest issue. In a
mini-review suitable for framing – or highlight  in a press release, Wired proclaims
“For people who keep homes in Manhattan, Paris, and Madrid – or just
know those who do – BroadVoice is the cheapest full-service way to
banter, parler, or hablar.” BroadVoice, which doesn't talk about its
subscriber numbers, plans to hire more people to keep up
with demand, which could receive a nice jolt once all those Wired subscribers get their hands on the new issue.
 
 

Reading Between the Lines at the CRTC

So what's the CRTC really saying in its latest – and final – report on the competitiveness of Canada's $30 billion telecom industry? What does this statement mean to you?:
“The report indicates that local competition has increased since 2000, although competitors have not yet generally gained the same level of  market share in the local markets as they have in the long distance, Internet or data and private line markets. They have however, made inroads in both the business and residential urban markets in several major centres.”
Given the CRTC is supposed to be making a decision in March on whether and/or how to deregulate the local market, does the above statement mean it's leaning towards deregulation or continue regulation? Depending on which side of the debate you support, there is evidence the CRTC is leaning your way? My read is the CRTC is leaning toward a hybrid solution in which it will deregulate certain markets while leaving other untouched. Toronto, for example, could easily be deregulated given consumers can choose between Bell (regular, VOIP), Rogers/Cogeco (cable telephony), Sprint (regular, VOIP), Primus (regular, VOIP) and VOIP service providers such as BabyTel, Vonage, Primus and AOL. Meanwhile, consumers in smaller communities where there is little if no choice will continue be protected.
 
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Microsoft to Unveil New Web Strategy

It could be deja vu all over again tomorrow when Microsoft holds a
press briefing to discuss its strategic plans for the Web. It seems
like only yesterday (actually, 1995) when journalists were called to an
Internet Strategy Day
in Redmond to hear Bill Gates talks about how he was going to change
the direction of the Titanic to after this new fangled thing called the
Internet. If truth be told, Microsoft badly under-estimated the
Internet and scrambled to catch up – something that's possible if you
have billions of dollars to fix your strategic mistakes. As hard as it
is to believe, Microsoft is facing the same challenges it did 11 years
ago – the Web has changed how consumer use software, and Microsoft is
arguably behind the eight-ball. As Salesforce.com and Google have
demonstated, a growing amount of software and services are being
distributed online, rather than in plastic CD cases. Instead of wating
months for fixes and improvements, Web-based software/services are
continually upgraded to address problems and
consumer demands. Microsoft has little choice but to make its consumer
and corporate software (Office, etc.) more user and Web-friendly. It
will be interesting to see what Gates and his new lieutenant, Ray Ozzie,
unveil tomorrow. Goldman Sachs analyst Rick Sherlund is speculating a
new, served-based version of Office will be spotlighted, which is a
no-brainer. Also look for instant-messaging to become part of other
Microsoft applications.
Speaking of Google and the Office market, it is interesting to see that Google plans to hire some programmers to improve Sun's OpenOffice
application. “We use a fair amount of open-source software at Google,”
said Chris DiBonna, manager of Google's open-source programs. “And we
want to make sure open-source ensures competitiveness within the
industry.” That sounds like a shot across the proverbial bow if you ask
me.

Telus Union Rejects Agreement

While the terms of Telus Corp.'s proposed collective agreement have are public due to a news blackout, it's hard to believe the Telecommunication Workers Union members
have rejected it by a narrow margin – 50.3% to 49.7%. (maybe there were
a few hanging chads that affected the outcome!?) It appeared the strike
had been settled several weeks ago when both sides agreed to a new
collective agreement after more than five years without one. One can
only suspect the TWU members balked at outsourcing language contained
the new pact given it was the contentious issue during negotiations and
the three-month strike. I'm not sure what the rejections means. Either
the TWU goes back to its membership and re-explains the terms and/or
gets the 2,000 members who didn't vote to participate in the process,
or talks start again with a few modifications made to get a majority to
support it.
 

Sphere: Intriguing But No Wow Factor

Sphere's raison d'etre is simple: “we thought we could build a much better search engine to serve the rapidly growing blogosphere”. This is a lofty goal given there is already plenty of competition (Ice Rocket, Technorati, Blogdigger, Google, etc.) that do a pretty good job. With the Sphere beta getting wider release, my first impression is it has a long way to go before it can seriously go after the established players. Its approach is straightforward: “high-quality, relevant and timely blog posts” rather than just the most recent. This makes sense if you are going to enter a crowded market but the search results are mixed. It seems somewhat odd to do a search on “Nortel and Mike Zafirovski“, for example, and gets posts that are five and six days as your first two results. Mind you, Sphere's first search result is about Nortel naming Mike Z. its new president while Technorati produces an item about Motorola winning a 3G contract in Brazil - so score one for Sphere. There are a couple features within Sphere that are particularly impressive: when you do a search, it returns relevant news in a box on the right hand side from media such as the New York Times and CNet. You also get a mini-profile of the blogs being presented. This makes it easy to get a sense about the bloggers, which is a huge improvement from Technorati, Ice Rocket, et al. While I think Sphere has potential and, unlike Flock, its beta is fairly well-baked, it seems to have many of the same characteristics as most cool Web 2.0 services: no obvious business model (it appears to be targeting publishers looking to incorporate blog search), plenty of competition and it has been able to raise some venture capital – buoyed by the fact its co-founder Tony Conrad sold Oddpost to Yahoo for a whack of dough. As venture capitalist Peter Rip has coined, we're in the midst of an “entrepeneurial bubble” where plenty of ideas are getting funded, and Sphere is a perfect example. So far, however, it does not appear that the market has become irrational. It will be interesting to see how Sphere develops but I think it needs to put a lot more focus on demonstrating that its search results are better and different from the competition. This could be a presentation issue but if it is going to be its differentiator, it definitely to be enhanced or Sphere will just be another blog search engine trying to unseat Technorati from its top, but precarious, perch.
 
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Forbes Don't Like Them Blogs

I'm a bit late to the growing debate on the Forbes cover story about blogs – spend most of yesterday golfing at Devil's Paint Brush,
one of the best courses in Ontario – but I must say I was blown away
from the bias and lack of objectivity in the “story”. As a
working journalist, it was obvious the writer, Daniel Lyons, had a
mandate or was given one by someone upstairs to rip into blogs. The
less-than-subtle headline “Web logs are the prized platform of an
online lynch mob
spouting liberty but spewing lies, libel and invective. Their potent
allies in this pursuit include Google and Yahoo” is so slanted, it's a
joke. Then,
Lyons starts the story with an anecdote about
a dodgy business man who once had his photo taken with Steve
Forbes. Isn't that a sweet coincidence? I find it hard to
believe a first-class publication like Forbes would actually print a
3,298-word one-sided diatribe. While this comment may come across as
sour grapes from an enthusiastic blogger who believes he's providing an
insightdul “service, the Forbes story is  disappointing because it
is, in fact, not a news story but an invective essay by
someone who has a serious problem with blogs. Lyons makes a point
there are nasty, vindictive, irresponsible bloggers that do far more
harm than good but he fails to recognize there are lots of people
providing insight commentary and putting the spotlight on events that
mainstream media sometimes misses.
What makes Forbes' assault on blogs so difficult to understand is the magazine has published lists of the best blogs, which would suggest it sees some merit in them.
Then again, it has become apparent Forbes doesn't believe in blogs.
After all, it doesn't appear to offer its own blogs, which is strange
given many mainstream publications have jumped onboard. There have also
been growing signs of its skepticism/bias with stories such as this one
when Yahoo got into the blog search game. Getting Lyons to
write a story on blogs is like getting a Pit Bull Terrier to babysit a
cat. He's an attack dog who loves to tear into technology. Based on a quick Google search, he's no fan of Linux or Open Source software or Lotus Notes. If Forbes wanted someone to tear down blogs, Lyons definitely your guy. For more views on Lyons' piece, check out Micro Persuasion's Steve Rubel and Boing Boing.
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