On VoIP
Over the last few years I've used the Open Source Asterisk VoIP phone systems personally and with client businesses. I've installed them in locations ranging from a 5-person hedge fund office to multi-site company doing hundreds of millions in annual revenues.
SIP, Open Source and the Future of Telephony
We're at an interesting juncture in the world of telephony/communications. I'm working on Collabpad's strategy for making this a core service offering and there's some interesting possibilities right now. It ties in with our mantra of helping people work together, better. For example, converged messaging is now very much a reality and the installs with unified inboxes (email/faxes/voicemail), cell phone message notification and remote soft-phone clients tied to their "main" desk extension love it. More on that soon...
In the interim, some observations:
- Digium grows up—first there was VC money, now they bring in proven management that knows how to grow a company. Mark as the CTO/Chairman is about the smartest move possible for the long-term prospects of Digium and Asterisk in general. This should have some of their competitors closely evaluating their strategy.
- The iPhone has the ability to be a game changer. If someone manages to get a SIP client working on it, or if it fully supports Flash, it will be incredibly disruptive and should help propel AAPL to north of $150/share within 18 months of iPhone's launch. If not, look for AAPL around $125/share in the same timeframe, the iPhone in any guise or market still brings a lot to the table. ;)
- Open PBX is one to watch—take all the good from Asterisk, add in a more transparent development process, and use the best practices solutions for various core bits (SIP, soft-DSP, conferencing, etc.) and you've got a legitimate alternative to the Asterisk dominance. Some of the best and brightest Asterisk developers including Steve Underwood and Brian West have left the * community in favor of Open PBX.
- The future is clearly going to be a single handset for business. On the road it's cell phone. At Starbucks or in the office, it's a wifi-connected SIP client. Look to companies like Devicescape, Apple (link not needed), Nokia, D-Link, and maybe even FIC to drive innovation here. The Networks Operators will fight this, but it's an inevitable reality. Others device manufacturers will surely play a part as well, though a reported 200-some-odd patents on the iPhone and an aggressive legal department at Apple will be interesting to watch.
- 2007 will see interesting things happen with presence and relevance. See Iotum ... the first company to offer similar functionality free of a required link to Outlook and MSN has a winner on their hands. Fonality's HUD in fact may be the right platform and could potentially make this happen. (Speaking of Fonality, HUD absolutely rocks.).
Why Open Source
Many people think we're crazy for giving away our Content Management Framework. However, by doing so we've fostered a vibrant community around our tools of choice. Tens of thousands use our software daily, with hundreds of improvements resulting from their feedback.
Better for everyone

In short, more eyeballs means a lot higher quality software, tested on more platforms. No license fees means 100% of your investment goes towards implmentation.