All posts by onlyconnect

microsoft, silverlight, yahoo

Microsoft to Yahoo: Forget it, then

Microsoft is walking away. The right thing to do in my opinion.

Could Microsoft have bought Yahoo? Clearly, it could have done – for more money:

In our conversations this week, we conveyed our willingness to raise our offer to $33.00 per share, reflecting again our belief in this collective opportunity. This increase would have added approximately another $5 billion of value to your shareholders, compared to the current value of our initial offer. It also would have reflected a premium of over 70 percent compared to the price at which your stock closed on January 31. Yet it has proven insufficient, as your final position insisted on Microsoft paying yet another $5 billion or more, or at least another $4 per share above our $33.00 offer.

It follows that the withdrawal of the offer is a strategic decision, not just a victory for Yahoo, its insistence on a higher price, and its dalliance with Google.

I suspect many voices within Microsoft were saying that the deal would not deliver the benefits the company sought – namely, to pull closer to Google in the search market.

We are also seeing some interesting internal developments, from Silverlight to Popfly to Live Mesh – that suggest Microsoft does have an internet story, albeit still an uncertain one.

I wonder how this saga will look twelve months from now?

drm, multimedia

At last: legal music downloads, no DRM, no lossy compression

HDtracks is offering music downloads in no-compromise AIFF or FLAC formats. Currently they are CD quality; coming soon is 96/24 FLAC which is in theory better than CD, though some argue that the benefits are inaudible. All downloads are DRM-free. If you insist, you can have MP3 instead. Prices are $1.49 per track, $11.98 per album.

This is the kind of online music store I can enjoy. Although music files of similar quality are available from Linn and DGM (Robert Fripp’s download store), these are individual labels, whereas HDtracks carries a number of labels – though sadly restricted to speciality rather than mainstream companies. The company was founded by David and Norman Chesky of Chesky Records, which has a good reputation for both musical and audiophile quality. You will find a few well-known names here, though they are voices from the past: Joan Baez, Judy Collins, Jerry Garcia, Roger McGuinn, Tom Paxton, Blue Oyster Cult, The Byrds, Judas Priest, The Kinks, Don Mclean, and more. There’s also a generous selection of Jazz, Chesky’s first love.

The bad news: US only for the moment.

What about Music Giants? These are lossless downloads too, and a wider selection, but mostly in DRM-protected WMA format. That said, DRM-free downloads are popping up there as well. Again, US only.

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gaming, silverlight, software, software development, web authoring

Popfly Game Creator – programming online with Silverlight

This looks great: Popfly Game Creator.

Interesting on several counts.

First, casual gaming will help get Silverlight runtimes deployed.

Second, it’s Microsoft doing one of the things it does well: opening up programming to a new group. Another example: Microsoft promotes its XNA gaming framework to universities, where it helps them to entice new students into computer science.

Third, it’s from Adam Nathan, author of the definitive work on .NET interop, .NET and COM. Popfly gaming must be welcome light relief (though I don’t mean to imply that this stuff is easy to do).

Fourth, is online programming – I mean, programming that you actually do online – coming of age?

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apple, drm, multimedia, vista

Napster crashed my PC

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Oh dear. I’m writing an article on DRM and was trying out Napster. The way this works begins with installation of the Napster application. I ran setup on my Vista Business machine, and got a blue screen. Undeterred, I restarted and ran setup again. This appeared to work, although the PC demanded a restart and took ages to shut down. Unfortunately, when it did eventually restart, something was not right. I could log on, and the desktop appeared, but I could do nothing more than move the mouse pointer; even Ctrl-Alt-Delete could not pull up its menu. Solution: restart in safe mode, remove Napster, restart. All fine now.

I’m sure I was just unlucky; but it’s a nice illustration of why Apple owns this market – though iTunes can be problematic too.

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java, open source, software development

Sun’s bad quarter

I was interested to see Sun’s financial results after visiting the company earlier this year.

Not too good:

Revenues for the third quarter of fiscal 2008 were $3.266 billion, a decrease of 0.5 percent as compared with $3.283 billion for the third quarter of fiscal 2007 … Net loss for the third quarter of fiscal 2008 on a GAAP basis was $34 million, or ($0.04) per share, as compared with net income of $67 million, or $0.07 per share, for the third quarter of fiscal 2007.

When I visited we were told that rising income from developing nations would compensate for weakness in the USA, but apparently this is not the case. Although income from the likes of India and Brazil is rising, it is not enough to make up the difference. Another question: why is Sun under-performing relative to other companies such as IBM and Intel, both of which reported strong first quarters last month?

Sun is also set to cut 1,500 to 2,000 jobs, which suggests that the company does not expect demand to pick up soon.

The issue to me is whether Sun can make sense of its commitment to open source, or whether the proprietary guys are showing where the money really is. The MySQL purchase was great PR, but doubtful business sense.

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.net, google, microsoft, silverlight, software development, web authoring, windows

Live Mesh: Hailstorm take 2?

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So says Spolsky, in a rant about both unwanted mega-architectures, and the way big companies snaffle up all the best coders.

Is he right? Well, I attended the Hailstorm PDC in 2001 and I still have the book that we were given: .NET My Services specification. There are definitely parallels, not least in the marketing pitch (from page 3):

.NET My Services will enable the end user to gain access to key information and receive alerts about important events anywhere, on any device, at any time. This technology will put users in total control of their data and make them more productive.

Swap “.NET My Services” for “Live Mesh” and you wouldn’t know the difference.

But is it really the same? Spolsky deliberately intermingles several points in his piece. He says it is the same stuff reheated. One implication is that because Hailstorm failed, Live Mesh will fail. Another point is that Live Mesh is based on synchronization, which he says is not a killer feature. A third point is that the thing is too large and overbearing; it is not based on what anyone wants.

Before going further, I think we should ask ourselves why Hailstorm failed. Let’s look at what some of the people involved think. We should look at this post by Mark Lucovsky, chief software architect for Hailstorm and now at Google, who says:

I believe that there are systems out there today that are based in large part on a similar set of core concepts. My feeling is that the various RSS/Atom based systems share these core concepts and are therefore very similar, and more importantly, that a vibrant, open and accessible, developer friendly eco-system is forming around these systems.

Joshua Allen, an engineer still at Microsoft, disagrees:

All of these technologies predate Hailstorm by a long shot.  There is a reason they succeeded where Hailstorm failed.  It’s because Hailstorm failed to adopt their essence; not because they adopted Hailstorm’s essence …. the “principles” Mark’s blog post cites are actually principles of the technologies Hailstorm aimed to replace.

but as Allen shows in the latter part of his post, the technology was incidental to the main reasons Hailstorm failed:

  1. Hailstorm intended to be a complete, comprehensive set of APIs and services ala Win32.  Everything — state management, identity, payments, provisioning, transactions — was to be handled by Hailstorm.
  2. Hailstorm was to be based on proprietary, patented schemas developed by a single entity (Microsoft).
  3. All your data belonged to Microsoft.  ISVs could build on top of the platform (after jumping through all sorts of licensing hoops), but we controlled all the access.  If we want to charge for alerts, we charge for alerts.  If we want to charge a fee for payment clearing, we charge a fee.  Once an ISV wrote on top of Hailstorm, they were locked in to our platform.  Unless we licensed a third party to implement the platform as well, kind of like if we licensed Apple to implement Win32.

Hailstorm’s technology was SOAP plus Passport authentication. There were some technical issues. I recall that Passport in those days was suspect. Some smart people worked out that it was not as secure as it should be, and there was a general feeling that it was OK for logging into Hotmail but not something you would want to use for online banking. As for SOAP, it gets a bad rap these days but it can work. That said, these problems were merely incidental compared to the political aspect. Hailstorm failed for lack of industry partners and public trust.

Right, so is Live Mesh any different? It could be. Let me quickly lay out a few differences.

  1. Live Mesh is built on XML feeds, not SOAP messaging. I think that is a better place to start.
  2. Synchronization is a big feature of Mesh, that wasn’t in Hailstorm. I don’t agree with Spolsky; I think this is a killer feature, if it works right.
  3. Live Mesh is an application platform, whereas Hailstorm was not. Mesh plus Silverlight strikes me as appealing.

Still, even if the technology is better, what about the trust aspect? Will Mesh fail for the same reasons?

It is too soon to say. We do not yet know the whole story. In principle, it could be different. Mesh is currently Passport (now Live ID) only. Will it be easy to use alternative authentication providers? If the company listens to its own Kim Cameron, you would think so.

Currently Mesh cloud data resides only on Microsoft’s servers, though it can also apparently do peer-to-peer synch. Will we be able to run Mesh entirely from our own servers? That is not yet known. What about one user having multiple meshs, say one for work, one personal, and one for some other role? Again, I’m not sure if this is possible. If there is only One True Mesh and it lives on Live.com, then some Hailstorm spectres will rise again.

Finally, the world has changed in the last 7 years. Google is feared today in the way that Microsoft was feared in 2001: the entity that wants to have all our information. But Google has softened us up to be more accepting of something like Live Mesh or even Hailstorm. Google already has our search history, perhaps our email, perhaps our online documents, perhaps an index of our local documents. Google already runs on many desktops; Google Checkout has our credit card details. What boundary can Live Mesh cross, that Google has not already crossed?

Hailstorm revisited is an easy jibe, but I’m keeping an open mind.

microsoft, software development, windows

What is Microsoft’s new language?

From Douglas Purdy’s blog:

It is not very often that you get to be part of a team that is developing a programming language that aspires to be used by every developer on the Microsoft platform.

In addition, it is not very often that you can be part of a team that aspires to radically change the dynamics of building a new language, to the extent that a developer can write their own model-driven language in a straightforward way while getting all the language services (Intellisense, colorization, etc.) for “free”.

I am lucky enough to be on such a team – and if you are interested you could be as well.

Something to do with Oslo I guess. And Live Mesh?

All will be revealed at PDC.

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internet, multimedia, software development, web authoring

Role of web video in tech communications

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Last week’s Live Mesh announcement was a significant one for Microsoft watchers. It was interesting to note that all the in-depth information came in the form of web video.

Personally I dislike this trend. Video cannot easily be scanned to see what it contains; it also requires audio which is a nuisance. It is more work to quote from a video that to copy some text. I also resort to playing them at double speed where possible, to come closer to the speed of reading, and noting down the time of sections that I want to return to.

Some of these problems could be mitigated by better presentation. For example, you could have summary text on the page next to an embedded video, with links to indexed points.

However I also recognize that I may be in a minority. Video has obvious advantages; it is more informal, and can includes real demos as opposed to diagrams and screen grabs.

I am even contemplating trying some video publishing of my own; it is time I reviewed Adobe Visual Communicator.

Even so, I’d suggest that companies take the time to offer transcripts of important video content. Text has advantages too.

adobe, internet, microsoft, software development

Microsoft Live Mesh is AIR++

This post on the Microsoft Live Dev blog reminded me to view some of the Live Mesh videos Microsoft has put out for developers – this quick tour is a good place to start; this video with Ori Amiga has more details with examples.

A few comments. First, it seems to me that Live Mesh is at heart a feed aggregrator. It is interesting to me because I had high hopes for Microsoft’s plans to integrate RSS into the operating system, and wrote about it in 2005. Sadly, Microsoft messed up its common feed platform – though I am perhaps one of the few who uses it outside IE7 or Outlook, with a custom feed reader thrown together in VB.

Live Mesh takes the feed aggregation concept and adds a few things. These include a REST API for posts and updates; a synchronization engine; an identity system so that you can control access; and a local feed server that works entirely offline when needed. Hence MOE (Mesh Operating Environment), also known as the Service Composition Runtime.

By the way, Mesh can synch peer to peer as well as with the cloud hub. Interesting for Intranet usage.

So what’s an application? A feed of course, one that contains stuff you can execute. The local runtime could be just HTML and Javascript engine; but you can see how nicely Silverlight fits into this scheme of things. It’s a neat deployment model. Buying an application becomes similar to subscribing to a web site, except you get an executable that works offline as well as online. As Amiga explains in the video above, this is about performance as well as convenience. The speed of the Net cannot match a local store.

Another aspect of this is that you can use Mesh services in your non-Mesh application, essentially as a data source that is automatically synchronized across everywhere.

If I’m anywhere close to grasping this, then it is not inherently Windows-centric. It also strikes me that this is AIR++, where the ++ is services and synchronization; Adobe should worry – except that Adobe has AIR out already and is no doubt working on great things for version 2.0.

A question though: what’s the business model? Commercial MESHable services? Tools and hosting? Premium MESH? MESH with ads? Right now, I guess Microsoft will do anything to buy mind share and market share for cloud services; but that will not do long-term.