Misunderstanding the Internet

The mistaken idea that Internet architecture is “End-to-End” has cropped up again, this time on the Doc Searls blog, with a reference to some orders to the FCC from Larry Lessig, who’s not especially empowered to make them.

While there are many problems with using the FCC to impose this view (like, um, the fact that they can’t), and with Searls’ desire to make a political litmus test out of it, the most important is that it’s simply not true. While it may be argued that the Internet has an “end-and-end” architecture that concentrates as much intelligence as possible in the endpoints and has precious little in the middle, a truly “end-to-end” architecture would allow the ends to control the flow of messages through the middle, and the current architecture can’t do that.

An end-to-end architecture, in other words, would allow a voice application to tell the network “I need a narrow stream of bandwidth connecting me to this other end, but I need that stream to be free of jitter. I don’t need retransmission of packets dropped to relieve congestion, but I do need to know I’m getting through, and I’m willing to pay 25 cents a minute for the that.” Or it would allow a caching media application to say “I need lots of bandwidth for a 4 gigabyte transfer, but I don’t want to pay a lot for it and you can work it around other applications that need small chunks because I don’t care about jitter.” Or it would allow an email application to say “Send this the cheapest way, period.” And it would allow a teleconferencing application to say “send this to my group of these 14 end points without jitter and with moderately high bandwidth and we’ll pay you a reasonable fee.”

The network would then deal with congestion by dropping the spam and the e-mail until conditions improve, and by delaying the honking media files, but it would endeavor to deliver as many of the voice and real-time media packets as possible. It therefore wouldn’t allow spam to step on VoIP, as it does now. Most of us are able to see that this would be progress, but we see the Internet as a tool, and not as a socio-political metaphor.

There are a number of kludges that have been adopted in TCP to approximate a truly end-to-end capability, but none of them really make it a reality because there’s not enough smarts in IP and its various kludgy cousins (ICMP, IGMP) to make this work. So freezing the architecture at this stage would be a serious mistake, which is why you never see network architects arguing for the things that Searls (a Public Relations man), Lessig (a law professor) or Dave Weinberger (a philosophy professor) want.

The story of how the Internet came by its odd architecture, which it doesn’t share with the much better-designed ARPANET, coherent architectures like SNA and DECNet, and extant PDNs, is a story of ambitious professors, government grants, and turf wars among contractors that’s not at all a tale of the best design winning out, but more on that later. This “end-to-end” fantasy is simply historical revisionism, and we need to nip it in the bud before it does any more damage.

UPDATE: Weinberger gets defensive about his creds at the wanky Supernova conference:

Up now, David Weinberger brings the Cluetrain ethos to the new areas of digital identity and DRM, professing his end-user ignorance as his unique qualification for speaking for normal users and articulating the rights they would want to protect.

Heh heh heh.

WiFi consolidation

So the consolidation is starting, according to rumors on the acquisition of Intersil by TI:

Wireless LAN chipset vendor Intersil Corp.’s (Nasdaq: ISIL – message board) stock was up today on rumors that the company is going to be acquired by Texas Instruments Inc. (NYSE: TXN – message board).

TI is renown as a great second-source manufacturer, if not a fabled engineer, so this deal would place three fab-owning manufacturers ahead of the pack to deliver WiFi chips, which is not good news for the smaller, fabless contenders whose product strategy is dictated by engineering managers.

Wild Man of Silicon Valley

Open source is fun, but real software costs money and Larry Ellison wants to keep it that way:

The database software giant’s $6.3-billion offer for PeopleSoft has intensified a debate about Ellison’s larger vision, which is that the software industry is embarking on a massive consolidation that would leave it in the hands of a few huge companies. He wants to make sure Oracle is one of them.

But…Ellison is counting on Linux to bring Microsoft down, and if that could happen, couldn’t MySQL bring Oracle down?

Just speculating.

Nucleus CMS

Nucleus is a nice little piece of blogging software that installs real easily.

It can’t import MT yet, but that’s just a small matter of programming.

India’s sun is setting

Wired News reports on the Jobs Squeeze for Indian Workers:

U.S. companies such as IBM, Intel, Hewlett-Packard, Oracle and PeopleSoft are already exploring countries with even cheaper sources of technical labor, says a report from research firm IDC. The new destinations include Romania, Russia, Hungary, the Czech Republic, the Philippines, Singapore, Thailand and Vietnam.

Back in 1990, when I helped some members of an Indian religious cult set up a software company in South India, I predicted this would happen, just as it has in the Little Dragons and in Malaysia. A developing country can only attract business on the basis of cheap labor for so long until it’s choked on its own success and the cheap labor market moves elsewhere. Indians still have an advantage over other Asian countries because of widespread English usage among the educated class, but Indian culture is basically anti-capitalist and anti-Western, so they won’t be able to compete with New Europe for long unless they can deal with their BJP problem and the arrogance of their Brahmin caste.

Better than Linux

Is NetBSD better than Linux? Some people think so, which would be kind of funny for all the companies who’ve stalled new features for a year because they’ve been migrating products from VxWorks to Linux.

What do we mean by better? Here’s a clue:

While NetBSD uses the GNU toolchain (compiler, assembler, etc), and certain other GNU tools, the entire kernel and the core of the userland utilities are shipped under a BSD licence. This allows companies to develop products based on NetBSD without the requirement to make changes public (as with the GPL). While the NetBSD Project encourages companies and individuals to feed back changes to the tree, we respect their right to make that decision themselves

That’s a very big deal. It also emulates Linux and is extremely portable. See BSD forums.

Symbian OS, 3G spell doom

Dan Gillmor’s off-hand reference (“Palm frittered away its long lead, giving Microsoft and the Symbian alliance the time to catch up and in many ways surpass the pioneer”) sent me searching for info on Symbian, which turns out to be the OS of choice for mobile phones, especially those with 3G. Now there’s been a lot of wailing about the imminent demise of 3G thanks to the WiFi bubble, but early returns don’t support that thesis:

“M1 says its customers did not like the Wi-Fi service because it is not really mobile since users must stay within a coverage area 50-100 metres of the hotspot,” we learn. MobileOne will instead invest $150 million on 3G next year.

Beset as it is by technical problems, and suffering from dot.com-sized expectations, 3G has a compelling reason to roll into the market because it gives the operators fourfold efficiencies over the 2G digital networks. They can close off the old transmitters, and save themselves a lot of money. In the UK, the 3 network is branding itself by offering the cheapest calls of all.

No blog, or Pringle Can, can counter the harsh economics: public Wi-Fi doesn’t pay.

So it’s deeper and deeper into the doo for Palm.

UPDATE: Distinguished Valley Old Fart Tim Oren says it’s all over but the shouting.

The Bubble that Wasn’t

A recent comment of mine that WiFi chipsets aren’t a good bet for investors raised a few eyebrows, but facts are facts. See The Register for the lowdown on current pricing trends for WiFi chips:

The price war is being driven by the entry of new chip makers, primarily in Taiwan. Acer Labs and SiS have begun sampling 802.11b chipsets, while VIA’s networking chip subsidiary will put its own product into mass production in July. Almost all of the newcomers are looking to compete on price. The established players are being forced to do the same.

The need to maintain sales once faster, compatible and at last genuinely standard 802.11g parts come on stream is likely to keep prices down. TechKnowledge reckons 802.11g chips will hit an average $9.68 by the end of the year, just over half the $18 they commanded last year.

Countering the price decline is the fact that many 802.11b chipset vendors buy third-party radio transceivers to connect to their own MAC chips – the parts that handle the network protocols. A limited number of RF chip makers is keeping prices more stable, but again, a number of Taiwanese vendors are believed to be getting reading to enter that market and will drive down the price of RF chips and thus the cost of 802.11b chipsets as a whole.

You generally find opportunity to innovate in the production of IEEE standards only at the system interface and on the analog side, and sometimes with power management, but even those areas are effectively overmined.

WiFi Bubble

Business Week online has an interesting article about over-hyped WiFi:

A year ago, Sean Marzola was the CEO of one of Silicon Valley’s hottest Wi-Fi startups. Embedded Wireless Devices in Pleasanton, Calif., had set out to design chips for Wi-Fi (wireless fidelity) access points — “hot spots” — that permit wireless Internet access within a radius of 300 feet. But about 18 weeks before EWD’s first product could start being manufactured, investors pulled the plug. Last August, EWD quietly closed its doors, leaving Marzola an entrepreneur without a home.

Note to venture capitalists: If you’re funding WiFi chips, you’ve been had. Intel, Broadcom, TI, Intersil, and Samsung will own this market, not foundry-less startups. You’ve been warned.

Wireless switch standards war

It’s already received wisdom that the right way to build an enterprise WiFi network is with a small number of smart switches and a large number of dumb (and cheap) access points that do little more than act as remote radios for the switch. Symbol pioneered the concept, and now everybody else (especially switch and router companies like Cisco, Extreme, and Juniper,) has climbed on board. Is the industry ready to standardize a management protocol for dumb access points? These folks say yes:

Engineers from Airespace, Cisco Systems Inc. (Nasdaq: CSCO – message board), and NTT DoCoMo Inc. (NYSE: DCM – message board) have presented the Internet Engineering Task Force (IETF) with a memo proposing a standard protocol for controlling 802.11 “lightweight” or “thin” access points via a wireless LAN switch.

Following the trend towards wireless LAN switching that is happening in the industry, the authors are proposing a “standardized, interoperable” lightweight access point protocol (LWAPP) that can “radically simplify the deployment and management of wireless networks.”

But others, like Trapeze, the Extreme spin-off in Pleasanton funded by kiss-of-death VC Accel Partners, think not:

Like most draft standards, this one already has its critics. Trapeze Networks Inc., for example, questions the need to develop a lightweight protocol at all. “If you architect your system correctly? then why do you need it?” asks George Prodan, senior VP of worldwide marketing at Trapeze.

Prediction (worth what you paid for it): Cisco, Airespace, and NTT will win, Trapeze and Accel will lose, and this isn’t the end of wireless engineering, by a long shot. Airespace’s Systems Enginnering director, Bob O’Hara, has been a long-time leader in the 802.11 standards process, from the early days when Greg Ennis and Phil Belanger presented the DFWMAC amalgam of wireless protocols (including my Plink II) to the committee for approval, so this would be slam-dunk in that arena. He doesn’t have that kind of weight in the highly-political IETF, but Cisco does, and the idea has the added benefit of actually making sense, which still counts for something these days.