Week Ahead: Tech Policy Summit, Google Searchology, Intel Analyst Meeting, Innovation At Computer History Museum, TiEcon

May 11, 2009

Another busy week in the Silicon Valley.

And that’s only the main events (that we could fit in the headline!). Yes, we’ll be attending more, like ShoreTel’s event at the Giant’s stadium on Monday, Technologizer’s Tweet up on Tuesday or a meeting with startup ShareThis on Wednesday!

If you think we missed something, send us an email, Facebook poke, twit:)

  • Monday through Wednesday: the Tech Policy Summit is a three-day executive gathering that will focus on the theme of “Accelerating Innovation and Economic Growth.”
  • Tuesday: attending Google’s Searchology event at the Googleplex to try out the new search engine features; and in the afternoon at Intel’s headquarters in Santa Clara for an update on the company’s business (and perhaps EU lawsuit!).
  • Wednesday: Mark Logic‘s user conference in San Francisco.
  • Thursday: A conversation with Judy Estrin on Closing the Innovation Gap: Reigniting the Spark of Creativity in a Global Economy at the Computer History Museum.
  • Friday: TiEcon,the largest conference dedicated to entrepreneurship kicks off in Santa Clara, CA.

e-Paper Display Market To Reach $2.1 Billion In 2015

May 8, 2009
E-books like Amazons Kindle will represent the bulk of the demand for e-paper technology

E-books like Amazon's Kindle will represent the bulk of the demand for e-paper display technology

Inspite the economic downturn, the e-paper display market is thriving, growingon average 46.9% annually; to reach $2.1 billion in 2015 from only $260 million in 2010 and then on to $7 billion in 2020.

LG Display will be the first to market with a flexible e-paper display

LG Display will be the first to market with a flexible e-paper display

That’s according to market research firm DisplayBank which also sees e-books – like Amazon’s Kindle – as being the main driver for this hyper growth.

On the flexible e-paper front, LG Display is expected to be the first to market with 11.5-inch flexible display products during the first half of this year.

The Hearst Corporation – publisher of the San Francisco Chronicle, Esquire or Cosmopolitan – said it will use that technology for an e-book it has under-development.


Q&A With Ian Freed, Amazon Kindle Chief On Color, Touchscreen, Web Browsing And More

May 8, 2009
Ian Freed is Amazons vice president in charge of the Kindle e-book reader

Ian Freed is Amazon's vice president in charge of the Kindle e-book reader

I had a conversation this morning with Ian Freed, Amazon’s VP and general manager for the Kindle e-book reader.

In the 20-minutes or so we had, we covered a lot of grounds, including why he doesn’t think touchscreen and color is ready for prime-time on the Kindle.

Here’s an edited excerpt of our conversation:

What does DX stand for?
It stands for deluxe because it includes a larger screen, more capacity, plus the ability to read documents in their original form (8.5 by 11) or A4 document.

Why did Amazon raise prices on certain e-books?
That’s actually not a correct assumption. We always had variable pricing with e-books since the day we introduced Kindle. So there’s always been a range. We have made a commitment for the New York Times best sellers to be $9.99. But if you look in the catalog, pricing is in different ranges for all kind of different books. And just like in physical bookstores, prices move around a little bit.

Any plans to add touchscreen capabilities to the Kindle?
We thought about touchscreen. Our goal though is to create the best reading experience as possible. But what we’ve seen so far is whenever there was a touchscreen implementation with electronic ink and electronic paper, it degraded the reading experience, because you’re introducing more reflections, more sets of glass between the electronic ink and the customer.

What about color?
When you think about it, most books are actually just fine in black and white. That said, there are a lot of applications like magazines that will look better in color. But if we introduce color that wasn’t “rich color”, I’m not such customers will like it. And so we far we haven’t seen the combination of the grey electronic ink, the electronic paper and rich color. We’ve seen color in labs but it’s just not that rich experience that you expect from color.

Will the Kindle ever be good enough to browse the Web?
When we introduced the Kindle in 2007, we wanted to include a Web browser primarily for being able to read text-focused web sites, like Wikipedia or search results. The nature of electronic paper is great for text-focused content. We’re not attempting with Kindle to build a browser that is great for all kind of websites. It’s great fortext-focused web sites.

Why buy Lexcycle?
We think we’re in the extremely early days in the evolution of digital books. The Lexcycle team were a set of great innovators, really passionate about e-books. And they built some great applications and we went them to join Amazon as part of the team. Our plan is to keep that business run separately – as we often do at Amazon – and that they will innovate in their own ways, separate and distinct from Kindle but with the support of Amazon.

Amazon launched a large screen version of its Kindle, targeting primarly at newspapers and textbooks readers

Amazon launched a large screen version of its e-book reader - the Kindle DX - targeted primarly at readers of newspapers and textbooks

Any plans to open up the Kindle format?
The Kindle format was designed to work seamlessly with Kindle devices and other devices, but to do things customers we think will really like. So for example, with our feature WhisperSync, I can open up a book on my Kindle and start reading it, and later on, open up the same book on my iPhone and it will sync automatically at the same place that I was on, on my Kindle. Same thing for the annotation feature: you can annotate on your Kindle and see the annotations on your Kindle for iPhone application. So our perspective is if you’re focusing on making things really simple for customers, you may need to do things with the format that are specific to those devices and those applications.

Will the Kindle format remain proprietary then?
I think it’s an open question (sic!). We plan to keep innovating on behalf of customers and that innovation may take various form in the future. So it’s hard to speculate about what we might do there. But we have a wide open platform- the digital text platform - for content providers that are free to publish directly in the Kindle format themselves. In that way it is a very open platform.

Why add support for PDF in the Kindle DX?
The main reason is that we heard from many customers that the amount of reading that you do that is outside of books, periodicals and blogs is generally in the form of personal or professional documents that are typically on 8.5″x11″ sheet of paper; and a lot of it is in PDF format. So instead of carrying hundreds of pages of those documents, we wanted you to move it easily to your Kindle and be able to read them. But it’s the combination of having a large screen and the need to maintain the structure of the document – with no re-flows – that really let us to support PDFs.

Will the Kindle really be the savior for newspapers?
It think people have been concerned about newspapers for a number of reasons. Our goal is to provide a great reading experience for customers, in some cases that with newspapers, magazines, highly formatted books and professional documents (PDF). Newspapers have been available on Kindle since we launched on November 2007 and customers love it. Kindle newspaper subscriptions are among the best sellers on Kindle.

This week, the CEO of the Dallas Morning News said Amazon takes a 70 percent commission on newspaper subscriptions through the Kindle. That seems really high, isn’t it?
I don’t want to speculate on what somebody said, and I’ll leave it at that.

When Kindle be available outside the U.S.?
We’re absolutely looking forward serving our international customers with Kindle devices. But just like with the original Kindle, that took us 3 1/2 years before we introduced it, we are focus to create a great experience before launching the Kindle internationally; there’s just a lot of things to work on before that happens.


European Clean Tech Investing Trumps The U.S. In The First Quarter

May 8, 2009
It is the first time since 2005 that European investments outgrow those in the US

It is the first time since 2005 that European investments outgrow those in the US

The venture-capital industry is in a trough, to put it politely. But not clean-tech investing in Europe, where VCs are apparently looking at the long-term horizon and not becoming overly fixated on today’s low oil prices.

Dow Jones VentureSource found that in the first quarter, energy and utility-industry startups in Europe raised $289 million, an increase of 82 percent. The total was helped in part by a large investment – $192 million – placed in NorSun of Oslo, Norway.

But even still, the rise came as venture-capital investing in Europe overall fell 35 percent, and around the world (not including the U.S.) tumbled 50 percent.

In the U.S., VC funding for energy and utility-industry companies fell 59 percent during the same three-month period. While it came to $457 million, more than what was spent in Europe, the number of deals plunged to 15 from 24 a year ago.

Renewal energy companies took it particular hard. Money going to them fell 73 percent.

The European clean-tech deal count also was down, to 10 from 18 a year ago. But it was the first time since 2005 that European energy-related spending outpaced spending in the U.S., said Jessica Canning, director of global research at VentureSource.


NComputing, Wyse To Market Consumer Thin Clients

May 7, 2009
Are thin clients really ready for prime time in the home?

Are thin clients really ready for prime time in the home?

Consumer PC makers will soon face a new competitor: thin client manufacturers.

Thin client devices are mostly used in large enterprises instead of “fat” PCs.

After subsidized cell phones and netbooks, telcos might now turn to consumer thin clients

Wyse, as well as Redwood City, Calif.-based competitor NComputing, now thinks consumers are finally ready to exchange their aging PCs for powerful thin computers, that would cost a fraction of a new PC or could even be, free!

Both NComputing and Wyse – unknown quantities in the consumer market – will launch their consumer devices, first through partners – cable providers, telcos or monitor-manufacturers – sometimes this year; and then eventually, under their own brand.

But are thin clients for the home ready for prime time?

The business model for those new consumer thin clients will most likely look akin the carriers’ subsidizing cell phones in exchange of a long-term subscription contract.

In the case of thin clients, this could be cable operators or telcos with a wireline business (AT&T, Verizon).

Now the billion dollars question to NComputing and Wyse is, will these thin clients have enough performance to satisfy the majority of computer-savvy consumers; because in the last 15-years or so, they have so far failed!

Here’s a short video excerpt of my conversation with Wyse’s chief marketing officer Jeff McNaught talking about the San Jose, Calif.-company consumer ambitions:


Tech History 101: VMware CEO Is Citrix Godfather!

May 7, 2009
Citrix CEO Mark Templeton reflecting on VMware CEO Paul Maritz during a press conference at the Citrix Synergy press conference

Citrix CEO Mark Templeton reflecting on VMware CEO Paul Maritz during a press conference at the Citrix Synergy press conference

With all the bad blood happening between virtualization rivals, Citrix and VMware, it’s hard to imagine that both companies CEOs were actually friends and partners.

Answering a question about rival company VMware, Citrix CEO Mark Templeton revealed that his now staunch competitor Paul Maritz (VMware’s CEO) was actually Citrix’s best advocate when he was an executive at Microsoft.

If it was not for Maritz, who convinced Microsoft’s top brass to invest early in the company and later on, sign a licensing agreement that end up being a much needed lifeline for Citrix, the Florida-based company would not be here today admits Templeton.

“He’s really Citrix’s godfather,” reflects Templeton during a media conference at the Synergy conference this week in Las Vegas.

But despite the historical link, Templeton has not warmed to the idea of establishing closer relationships with his Palo Alto, Calif.-rival. “I’m not sure what we can bring to VMware at this point.”

What about a cheaper alternative to virtualization? :-)


Google Prepares Big Announcements At Searchology Next Week

May 7, 2009

Googles Searchology event is the opportunity to see from the inside what the search engine company is working on for the rest of the year

Google's Searchology event is the opportunity to see from the inside what the search engine company is working on for the rest of the year

Google has just announced today that it will be hosting its “Searchology” invite-only press conference next Tuesday morning at the Googleplex.

Like in previous years, Udi Manber, VP of Search Engineering and Marissa Mayer, VP of Search Products & User Experience, will be on deck to talk about “all things search and new feature launches”, as well as Google’s latest search innovations.

The TechPulse 360 team will also be on deck to cover the event live. Please note our Twitter info to ask questions to the Google team.


Citrix XenClient Could Disrupt Desktop Virtualization Market

May 7, 2009

Citrix’s announcement this week of XenClient could radically change the desktop virtualization landscape.

Unlike VMware’s hypervisor, XenClient is a “bare metal” software – or hypervisor type 1 – that loads in the computer’s memory, even before the operating system (MacOS X or Windows) does.

Enterprises would most likely use this to create separate and totally independent virtual desktops on the user’s PC: one for the workplace and one for private use for example.

“This is becoming important as more companies allow users to bring their own equipment in the workplace but still need to make sure it provides the necessary level of security to access corporate data,” explains Citrix CEO Mark Templeton, in a conversation at the company’s Synergy user and partner conference this week in Las Vegas.

Having several virtual machines on a single PC is nothing news. VMware does it, so does KVM and Parallels. But because these solutions use hypervisors type 2 – running on top of the operating system that can be hacked – it’s clunky, not as secure and complex.

Although, Citrix is the first to go the “bare metal” route on desktop computers with XenClient, nothing prevents VMware to follow suit as the Palo Alto, Calif.-company has all the technology in-house.

“VMware seems to be believe that virtual machines is the solution for everything they do. I guess it comes from their name (VM stands for virtual machine). It doesn’t have to be,” jokes Simon Crosby, CTO of Citrix’s virtualization business.

Citrix refused to say when XenClient will be available, but did several demos of the technology during the Synergy conference, including the hypervisor installed on a MacBook computer and running both MacOS X and Windows, side-by-side.


Filemaker Ships Bento Personal Database For iPhone

May 5, 2009
A Bento database can now be created, edited and synched from a Mac and now an iPhone

A Filemaker Bento database can now be created, edited and synched from a Mac and now an iPhone

A year after releasing its personal database for the Mac, FileMaker unveiled today a portable version for the iPhone and iPod touch.

With Bento, the goal of Santa Clara, Calif.-based company is to let consumers and small businesses easily create databases – contacts, To Dos, expenses, recipes, event planning, etc – right from the iPhone.

Handbase and FMTouch dominate iPhone database market

So far, the most popular databased for the iPhone were from DDH Software (Handbase, $10) and FMWebschool (FMTouch dubbed the “Filemaker in the pocket”, $70).

“We want Bento to be the best business application for the iPhone. It integrates with iPhone applications such as Contacts, Safari, Phone Dialing, Mail and Google Maps for a truly integrated iPhone experience,” said Ryan Rosenberg, vice president, marketing and services at FileMaker in an interview with TechPulse 360.

Filemaker Bento is iPhone’s cheapest database

While the $5 Bento for iPhone is not a replacement for the $50 desktop version – as it lacks custom form and relations creation -, its good enough for most personal databases, and is also capable of synchronizing – peer-to-peer using Apple’s Bonjour protocol – with Bento desktop.

“You don’t need Bento desktop to create a database on an iPhone, and the iPhone version does not replace the desktop version. The combination of the 2 is the best of both world,” adds the Filemaker executive.

In our conversation Rosenberg also hinted to a day when Bento would be able to synchronize with Apple’s cloud, Mobile Me.

The quiet Apple subsidiary sold over 15 million units of its databases – Filemaker Pro, Filemaker Server and Bento – and was profitable every quarter, since being founded in 1998.


Citrix Demonstrates Windows 7 On iPhone, One Laptop Per Child

May 5, 2009
With the free Citrix Receiver application, one could run any Windows application, on any device

With the free Citrix Receiver application, one could run any Windows application, on any device, like the One Laptop per Child

The promise of running any software, on any device is not as far away as one would think.

Today, at Citrix’ Synergy conference, CEO Mark Templeton showed an iPhone and a One Laptop per child device running a full Windows 7 desktop.

To make this possible, the Fort Lauderdale, Fla.- company developed a piece of software, the Citrix Receiver, that displays a Windows desktop (XP, Vista or 7) stored on remote servers, in a datacentre for example.

The Citrix Receiver is available today free for a PC (Windows or Mac), the iPhone and soon for Blackberry and Android phones.

Although, it looks remarkable, this remote desktop feature is nothing new for Citrix and VMware customers.

“We could do that with VMware View since 2007,” responds Jerry Chen, senior director of desktop virtualization at VMware.

But it was a good opportunity for Templeton to show off the new “universal client” that includes all the company’s protocols (ICA, password…).

“We want to make things simple and what better way to show it then on a very simple machine like the OLPC,” said the Citrix CEO.


Follow

Get every new post delivered to your Inbox.

Join 29 other followers