Android is open

And if you believe that, I have some land in Florida to sell you.

Skyhook is suing Google and had some interesting things to say about the “open” operating system.

Facebook tries to smear Google

Facebook seems to have authorized an attempt to plant false stories about Google privacy issues in an attempt to smear their competitor. It all blew up.

For the past few days, a mystery has been unfolding in Silicon Valley. Somebody, it seems, hired Burson-Marsteller, a top public-relations firm, to pitch anti-Google stories to newspapers, urging them to investigate claims that Google was invading people’s privacy. Burson even offered to help an influential blogger write a Google-bashing op-ed, which it promised it could place in outlets like The Washington Post, Politico, and The Huffington Post.

The plot backfired when the blogger turned down Burson’s offer and posted the emails that Burson had sent him. It got worse when USA Today broke a story accusing Burson of spreading a “whisper campaign” about Google “on behalf of an unnamed client.”e in outlets like The Washington Post, Politico, and The Huffington Post.

But who was the mysterious unnamed client? While fingers pointed at Apple and Microsoft, The Daily Beast discovered that it’s a company nobody suspected—Facebook.

Confronted with evidence, a Facebook spokesman last night confirmed that Facebook hired Burson, citing two reasons: First, because it believes Google is doing some things in social networking that raise privacy concerns; second, and perhaps more important, because Facebook resents Google’s attempts to use Facebook data in its own social-networking service.

Amazing. And it confirms my reason for dropping Facebook like a bad habit a couple of years ago. They do not respect their members’ privacy and they try to hide the ball to lure users into opening up otherwise private data to be used profitably by Facebook. Not to put to fine a point on it, but Facebook is scum.

It sucks to be RIM

Poor RIM.

Research In Motion Ltd. (RIMM), facing intensifying competition from Apple Inc. (AAPL) and Google Inc. (GOOG), plunged in late trading after cutting profit forecasts on slower-than-expected demand for BlackBerry smartphones.

Profit this quarter will be $1.30 to $1.37 a share, Waterloo, Ontario-based RIM said today in a statement. The company last month forecast profit of $1.47 to $1.55 a share. Sales in the quarter ending May 28 will be “slightly below” the $5.2 billion to $5.6 billion the company had forecast.

RIM said BlackBerry shipments will be at the lower end of the range of 13.5 million to 14.5 million it projected last month, and the mix of devices will shift toward cheaper models.

After hours today, RIMM ended down over 11%.

iPhone does not equal iOS

iOS is Apple’s mobile operating system. Applications from the iTunes app store will run on any iOS device. iOS devices are the iPhone, the iPad and iPod Touch.

If you are a software developer trying to decide between developing for Android or for Apple’s iOS, you would likely be interested in the total number of users of each. While Android proponents have lately claimed that Android has a larger share of the phone market than iOS, they are ignoring a huge portion of the iOS installed base.

Google Inc.’s Android might be the most popular smartphone platform, but if you add other mobile devices like tablets to the mix, Apple Inc.’s iOS beats Android in the U.S. by a wide margin — 59% to be exact.

That’s according to new data being released Tuesday by measurement firm comScore, which surveyed 30,000 users of mobile devices for the three months ending in February to arrive at its estimates.

The research found that Apple’s iOS platform — on iPhones, iPads and iPod Touches – reached 37.9 million people, while Android reached 23.8 million, on phones and tablets.

The other data point that such developers might wish to examine is the average amount spent on applications by iOS users and Android users. Again, iOS is much, much higher than Android.

The iPhone and iPad user is interested in buying content–that’s one of the reasons they bought the device. The Android buyer is different. It’s a great phone–make no mistake about it. But if you really want first rate digital content on a device, your first look will probably be an iPhone. And on the tablet, an iPad.

So, which platform would you choose for your development efforts?

Disclosure: I own Apple stock.

 

The new (closed) Android (updated)

As I have written previously, “closed” is the new “open” in Android city. And now it is becoming even more closed, according to Bloomberg Business Week.

Playtime is over in Android Land. Over the last couple of months Google (GOOG) has reached out to the major carriers and device makers backing its mobile operating system with a message: There will be no more willy-nilly tweaks to the software. No more partnerships formed outside of Google’s purview. From now on, companies hoping to receive early access to Google’s most up-to-date software will need approval of their plans. And they will seek that approval from Andy Rubin, the head of Google’s Android group.

This is the new reality described by about a dozen executives working at key companies in the Android ecosystem. Some of those affected include LG, Toshiba, Samsung, and even Facebook, which has been trying to develop an Android device. There have been enough run-ins to trigger complaints with the Justice Dept., according to a person familiar with the matter. The Google that once welcomed all comers to help get its mobile software off the ground has become far more discriminating—especially for companies that want to include Google services such as search and maps on their hardware. Google also gives chip and device makers that abide by its rules a head start in bringing Android products to market, according to the executives.

You can’t really blame Google for taking back such control and it is likely actually in the interest of consumers.

The key to success in the consumer tech market is to deliver the best possible experience for users. The telecom carriers are a huge barrier to delivering a service that pleases the consumer, because the carriers are trying to maximize revenue and minimize actual service. The carriers are neither able to tweak Android (or any software designs) to please customers nor interested in doing so. Do you remember the nature of software on telephones prior to the launch of the iPhone.  Features were allowed or blocked at the whim of the carriers.  Interfaces were ugly and unintuitive.  Crapware was everywhere on the devices.  And filling a mobile phone with mandatory carrier crapware is not the road to success. And, even worse, the carriers have been largely incapable of pushing out significant Android software updates to their customers.

However, while Google may be doing the right thing, their continued claims of “openness” increasingly ring hollow.

Disclosure: I own Apple stock.

Update: Be sure to check out John Gruber’s take on this as well.

So here’s the Android bait-and-switch laid bare. Android was “open” only until it became popular and handset makers dependent upon it. Now that Google has the handset makers by the balls, Android is no longer open and Google starts asserting control.

So much for open (updated)

I thought that the secret strength of Android was that it was open source, and not a “walled garden” like iOS.

So much for that.

Perhaps the competition from Apple is becoming too much.

Disclosure: I own Apple stock.

Update: More from The Register.

In October, when Steve Jobs publicly called Google’s claims of openness “disingenuous”, Android chief Andy Rubin responded with the first tweet of his life:

the definition of open: “mkdir android ; cd android ; repo init -u git://android.git.kernel.org/platform/manifest.git ; repo sync ; make”

In others words, Rubin says open means that you can use a command line to create a directory, download the Android source code, and build your own OS.

By that definition, Honeycomb is not open. Sometimes, Steve Jobs is exactly right.

 

Closed v. open (updated)

One of the selling points of Android devices is that they are open. Anyone can sell any app for the devices, and rooting the devices is easy.

On the other hand, there are closed devices, like the iPhone and iPad. In these devices, while you can hack your way in to install unauthorized apps, the normal user must buy apps from the Apple app store.

Which is better? It is a personal opinion, but here is something to consider: more than 50 Android apps have been found infected with malware.

For portable devices, aimed directly at consumers and used primarily for media consumption,  the safety of a well-stocked and curated apps marketplace handily beats an fully open platform for most users.

Update: Jason Kincaid has more.

Google has now confirmed that 58 malicious applications were uploaded to Android Market, and that they were downloaded onto around 260,000 devices before Google removed the apps Tuesday evening. That number sounds alarmingly high, but Google believes that only device-specific information, namely the phone’s IMEI number, was compromised — and that no personal data or account information was ever transferred. Given that these apps were getting root access, this could have been a lot worse. Now the cleanup begins.

Beginning tonight, Google is going to invoke a special ‘remote kill’ function that allows it to remove these malicious applications from any affected Android devices with no action required from the user. Google will also be issuing a fully automated Android Market security update to infected devices that should remove the rootkit (again, no user action will be required). All affected users will be receiving email notifications about the situation as well.

Unfortunately, while Google can remotely fix affected devices, it can’t automatically patch the security hole that made the exploit possible in the first place. That’s because the hole exists on the system level, so it requires a system upgrade to resolve — and it’s up to the carriers and hardware manufacturers to deploy the fix. Google is issuing a patch and informing its partners that it is urgent, but who knows how long it will take the carriers to push it to users.

This just reinforces the risks of “open” systems on phones. Who needs the increased risk of losing info or even the use of your phone like this?

 

Tech quote of the day

“Hey, we tried to get [Microsoft] to do a tablet OS (operating system) for a long time. Us, and others like Dell.”

Tom Kilroy, senior vice president and general manager of Intel’s Sales and Marketing Group, blaming Microsoft for the lack of a credible Windows-based tablet to challenge the iPad.  I fear that the famous Windows/Intel partnership is fraying rather rapidly under continuing pressure from Apple and Google.  You can reach chapter and verse on this result from Horace Dediu at asymco:

At this year’s CES two unthinkable things happened:

  1. The abandonment of Windows exclusivity by practically all of Microsoft’s OEM customers.
  2. The abandonment of Intel exclusivity by Microsoft for the next generation of Windows.

Tech quote of the day, part 2

Apple will be the number one platform for a long time from a developer perspective, they have gotten so many things right. And they know what they are doing and they call the shots.

***

Android is growing, but it’s also growing complexity at the same time. Device fragmentation not the issue, but rather the fragmentation of the ecosystem,” he said.

Peter Vesterbacka, CEO of Rovio Mobile, creators of the smash hit Angry Birds.

Disclosure: I own Apple stock.

Tech quote of the day

As business models go, there are currently two dominant ones: either people like your product enough to purchase it or they don’t care enough to buy it but will overlook its deficiencies if it’s “free” in exchange for their personal browsing and purchasing info sold to advertisers. The former model is Apple’s, the latter is Google’s.

Kontra, in an excellent analysis of the battle for mobile between Apple and Google. Read the whole piece. (via Daring Fireball)

2011 is not 1995 (updated)

Mobile tech is the sector that matters now. It is where the bulk of the growth is and will continue to be as the world moves to on-the-go computing via smartphones and tablets.  There has been a lot of online discussion over the past several days speculating that, due to a sharp reduction in hardware costs, smartphones in particular will take off in a spectacular fashion in 2011, and that Android sales will capture a lot (if not most) of that gain.

Robert Scoble wrote an interesting post explaining why he believes that any such gains by Android will not be destroy like the launch of of Windows 95 almost did.

In 1995 Microsoft had a HUGE marketshare lead with DOS. That meant it had a huge army of developers who didn’t want to switch over to Apple’s system, which they saw as very closed and inflexible. I remember developers coming into the consumer electronics store I helped run in the 1980s and they’d complain bitterly about Apple’s policies (Apple was far less flexible back then than it is today and forced developers to fit into a “look and feel” set of guidelines).

But I look at who is making money. Back in 1995 developers were mostly making money from DOS. Remember, this caused WordPerfect and Borland to make bad bets. They bet on DOS for too long, while Bill Gates went and built some of the first and best Macintosh apps. The lesson, though, doesn’t pass from 1995 to 2011. Today where are most of the developers making their money? iOS (according to Sephora, Starbucks, OpenTable, eBay, and many other developers). So, Android has to convince developers to switch, or do both platforms at same time. That’s quite different.

Plus, back in 1995, who owned the best distribution and supply chains? Microsoft did. Today? Apple does. Apple didn’t have stores back in 1995 which will ensure its products get seen in the marketplace. Back then Microsoft could outspend Apple for shelf space at Frys and other retailers. Plus, Microsoft’s model of having many OEMs building hardware for its OS was far superior to Apple’s approach. Today that’s not really true, because the OEMs aren’t really able to bring that much value to the table and Apple has the best supply chains in China locked up (I visited one of them about two years ago and keep in touch with the folks there and that’s still the case). So, it’s not very likely that a Google phone will ship with better screens or better materials. At least not in volume. That is a huge difference from 1995 to today.

Disclosure: I own Apple stock.

Update: Check out this detailed analysis by John Gruber.

Tech quote of the day

Image representing Andy Rubin as depicted in C...

Andy Rubin

I think everybody is embracing the iPhone. I think that Apple makes good consumer products and focuses on a robust consumer experience and consistency across applications. More recently, I see them getting involved in the other end of the mobile spectrum, which is services–the App Store, iTunes, etc. I think that when you move into the services business, it creates a lot of new opportunities. If the operating system is the razor, then services are the blades.

Andy Rubin, Google’s chief Android architect.

Disclosure: I own Apple stock.