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Squawk Box Sept 19 - weekly wrap! Conference call organized by Alec Saunders
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It's Friday and we'll be wrapping up some of the stories of the week. A few of the things I want to discuss this morning are:

Skype's Jonathan Christensen's assertion that VoIP is dead; Michael Robertson's letter to Skype haranguing them over their definition of Open; the carrier panel at Om Malik's Mobilize and what they had to say about the data business; Google Android phones are due out on October 17th with t-mobile; the iPhone app-store acceptance process; Blackberry storm coming to Verizon; and more.

It's been a busy week
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need to get Michael on the call more often
thank you all. that was a blast.
James Body said:
Agreed - he certainly stirred things up
William Volk said:
T-Mobile has the chutpza to charge me MORE for WiFi on my T-Mobile/Starbucks account when I was in the UK. That was maddening
agreed James
James Body said:
Market forces will always favor the better connected services
James Body said:
I think that any attempt to legislate a mandatory interconnection policy for VoIP would be very bad for the industry
we DO Bill ;)
the notion of calling a number is perhaps outdated... the need to connect to point a bridge to your account is important. Skype is VoIP and yet I cannot point Phweet to Skype without buying Skype In and double paying or I use SkypeOut to dial-in and it goes via the PSTN
Sergio Meinardi said:
very interesting session. bye all
Good conversation - interesting stuff. Thanks Alec.
James Body said:
A good session - sorry I was late
Bye Alec Thx for the interesting call
James Body said:
Bye Pat
William Volk said:
You have WiFi roaming that works in CANADA? I'm IMPRESSED!
William Volk said:
THAT is amazing
William Volk said:
Or T-Mobile and iPhone WiFi VOIP in Germany
Sounds like T-Mobile & Truphone!
alec I'll be interested in your summary
William Volk said:
carriers have blocked http urls for apps they didnt approved
why can't my mobile operator provide me with a SIP account. Why can't skype give me a SIP account? So I can point to it?
Andy: you implied that one of the reasons for the Robertson "letter" (the big new thing that is making him tense) is mobile convergence. Comment?
William Volk said:
and CLOSED networks kills MMS
nice comment Jonathan!
James Body said:
No-one talks over Pat and lives to talk about it
Closed networks can be a sign of an immature market. In the early days of SMS in the UK you could only SMS people on your own network. About as much use as a chocolate teapot.
William Volk said:
Let James tak
William Volk said:
MMS is dead on the vine because it took too long for carrier interoperability
James Body said:
Shall I put my hand down - it aches and I think I have forgotten what I was going to say!
you will get a chance to talk
james... bill.... I see you guys!
William Volk said:
or less?
William Volk said:
what FIVE percent?
William Volk said:
what's the % of Skype users who have Skype-In?
Precisely. Ask Robertson if GIZMO is willing to pay for peering with Skype.
William Volk said:
based on that
William Volk said:
then the % of SkypeIn users has to be 2% or less
approximately 10% of Skype's registered users are paying something
William Volk said:
I had to deal with the IM BS in 2003. It was incredibly stupid.
Jim is right. the argument for open wireless networks is not hypocritical
William Volk said:
Skype is a 'parallel universe' telephone network
William Volk said:
Peering on Skype: Having an API to know the 'presence' of a Skype user and having the abilty to call them AND having the ability to HAVE a presence on Skype and accept a call.
That's what Michael is arguing for.
James Body said:
IM, presence and voice?
James Body said:
Can someone define what we mean when we say 'peering with Skype'
who's on the noisy mobile?
All the others combined are still a fraction of the size of Skype. the only big market that Skype does not serve is mobile, and Skype has implied recently that that is about to be overcome.
So we know that Skype CAN do at least a certain amount of peering, but why should they?
William Volk said:
BRAVO!
hi there James!
James... sorry about that. If you RSVP you should be able to dial in by putting your registered phone number or PIN in.
Skyoe has 300 engineers
What is the incentive for Skype to peer with Gizmo?
James Body said:
Yes - I should - but the logic is flawed - does not let me - I will use another Truphone account
How big is GIZMO these days? Registered users. Real Users?
William Volk said:
Has anyone seen the infomericals on TV for the VOIP USB Stick device? I suspect they are selling TONS of these
There is a sense in the Robertson letter that GIZMO and the non-Skype players are just frustrated with their position on the outside looking in.
James Body said:
I have a problem here in that my Truphone handset number (001) is registered on a DIFFERENT Calliflower account - so the verdammt conf bridge insists on telling me that I do not have a current conference - pah!
James Body said:
Pat!>?
Good morning Pat!
James Body said:
Trying to join - Now relocated to new Truphone offices - 4 Royal Mint Court, London EC2N 4HJ<br/>
Can whoever has the very noisy line please mute? Thank you!
Good morning Heather!
Dan Rockwell said:
sadly, they took the mobilize conference video off the gigaom site, which makes no sense :(
Dan Rockwell said:
Mobilizie conference panels were really really good
Bill - I muted your line. If you want to come back, raise hand.
William Volk said:
Michael's response was awesome
William Volk said:
Dan Rockwell said:
VOIP is dead, long live the VOIP!
Alec - you're breaking up badly from here.
Tom Orr said:
Good Morning Alec
Nice to hear your viewpoint Dan ;) See you next week!
Dan York said:
With that, I've got to go catch a taxi. I look forward to listening to this episode.
Dan York said:
It was quite an enjoyable talk. Again, the "VoIP is Dead" referred to "VoIP as purely a landline replacement".
Dan York said:
And so communication evolved to where we had IM + Voice + Video + NAT Traversal + P2P... all in various forms and services... Skype just "closed the loop" and brought them together in a program.
Dan York said:
The TMCnet article Alec posted to the wall doesn't fully explain what Jonathan was laying out. His point about IM was that it was an innovation in that it provided a globally searchable directory, presence, chat... and back in 1996 when the ITU was doing SS7/AIN and the IETF was doing SIP, ICQ created the first global Internet-based overlay network. IM was a new way of search (directory) and signaling.
Dan York said:
I would note that Jonathan Christensen's keynote here at ITEXPO, while provocatively titled "VoIP is Dead! Long Live Internet Communication!", was really very much the vision many of us have shared on this call in numerous conversations. When he spoke of "VoIP", what he was really talking about was "consumer VoIP" and the idea of "VoIP-as-PSTN-line-replacement". His point was really that we all are building something far more than just a replacement for the PSTN/telephony.
Dan York said:
Man, I would love to join you all for this conversation today. Now I can't join on Fridays normally because I have a weekly staff meeting at the precise time, but *today* I will also be in the air... well, more precisely I'll be boarding at LAX at the time this call starts.
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