…maybe not.   But we’re going to write one anyway – because we feel there are still at least two interesting things left to say about the new Apple device unveiled last Wednesday:

Point #1. Technically, the new Apple new iPad device was disappointing on several levels (still no Flash support, still no multitasking, still no video partnerships, still no AT&T alternative).  But while the storm of negative Twitter reaction had already begun while while Steve Jobs was still on the stage, it was not until the next day that the negative reaction was reflected in the stock price.  Take a look at the chart to your left – the iPad event started at 2:00 Eastern Standard Time and was accompanied by a clear immediate spike in Apple’s share price, due as much to the sheer momentum of pre-event buzz as to superficial (“isn’t Apple the coolest?”) mainstream media coverage of the event itself.  Despite an army of bloggers and tweeters continuing to bash the iPad for its disappointing feature set throughout the day, the price remained elevated – in fact, it was not until the market open on the next day (Thursday January 28th) that the stock suddenly pulled back, ending up lower than it was pre-announcement (armed with knowledge of the twitter traffic, shorting Apple at about 4:00 that afternoon would have been a good move for for short-term traders).

To me, this lag time between the (misguided) initial spike and the next day’s eventual retreat represents the disconnect that still exists between the technorati and investor classes.  That there was such a disconnect even in this case was surprising, though – because Twitter coverage of the event was fueled by an unprecedented number of tech websites serving live video streams of the event (surely a record for a product launch).   When it comes to high profile corporate events and/or panel discussions, the immediacy and global reach of live streaming internet video combined with social media platforms such as Twitter form a powerful and mutually-reinforcing mechanism to amplify and increase the penetration of any breaking news – yet still, it took a day for the initial widespread disappointment in the iPad’s feature set to register in Apple’s share price.

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The open source software development model has made substantial inroads into the mainstream consumer and enterprise markets over the past few years – to the point that even Microsoft is now tentatively testing the waters by supporting the Apache Foundation (the folks behind the ubiquitous open source Tomcat web server) and even contributing some code to the underlying kernel of the open source Linux operating system.

Software created by an open community of contributing developers with full access to pre-compiled source code – how secure and stable can it be?   Such long-held concerns have now largely faded, as robust and secure open source applications have flourished over the past few years.

When it comes to online video, though, open source remains a bit of a work in progress.

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HTML version 5 is coming. One of the more talked about aspects of the long-awaited update is the new <video> tag – and if this clip demonstrating Firefox 3.5 support is any indication, the technology will make for some exciting interactive web video possibilities.  While this would imply a challenge to the preeminence of Adobe’s Flash video technology, I feel that for passive web video viewing at least, Flash will be around for a while.

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Which would happen first – would Apple and Adobe get together to bring Flash (and therefore hulu) to the iPhone, or would hulu (like the similarly Flash-based YouTube service) write a workaround iPhone App?

Historically, Apple has been uninterested in letting Adobe get its Flash Player technology onto the iPhone.  Technical power consumption issues have been often cited,  but given that Google’s Android devices have had Flash support from almost square one, perhaps a more reasonable explanation for Apple’s resistance has had to do with a desire to promote their competing Quicktime technology.   Meanwhile, Flash has become the clear defacto standard for web-based video streaming (according to Adobe, the Flash Player is installed on  98% of US browsers) – and in terms of the still nascent embedded CE hardware market, Adobe alone seems to ‘get it’,  recently making decisive moves to become just as ubiquitous there as they are on the browser (more on that here).
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You have the operating system.  You have your web browser – maybe it’s Firefox or some other extensible browser running half a dozen or more add-ons.  Maybe (like me) you have the Thunderbird email client, also with several add-ons installed.  Then there’s iTunes, Acrobat, Flash, Office – not to mention all the apps you’ve installed on your iPhone.  All in, you could easily have a dozen or more pieces of software, all regularly ‘phoning home’ for updates and alerting you to install them  – it all gets to be a little much at times, doesn’t it?
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We’ve been going on lately about how much sense netbooks make.  Evidently, some smart people out in Cupertino might think so too: within the last 2 days, the online rumor-mill about all things Apple has kicked into full gear again, this time started by reports that a Taiwanese firm has just signed an agreement to begin supplying large touchscreens to Apple later this year.

What we’re talking about here is essentially a large (9″ or 10″ screen) iPod Touch – physically, it could well end up looking very much like this mock-up concept imagined by gizmodo (at left) – but under the hood (or ‘glass’, rather), I wonder if it will run a stripped-down version of the Apple OS or follow the closed iPhone/iPod Touch “App Store” model – in other words, will it allow traditional fully-installed applications, or will it allow only the more limited (but easier and safer) widget-like software products (running one layer up on a virtual machine) available on the iPhone?

Either way, if unlike the iPhone and iTouch, this device will (finally) run Adobe Flash (the ubiquitous video streaming application behind Hulu and YouTube), then this will be a hee-uge hit..

I’ve written before on what an ill-suited viewing platform I feel the PC and web browser make for viewing internet video. Keeping that in mind, the big unknown about this sleek full-screen “net tablet” is whether it will run Flash. If so, it could make the whole web video experience a lot nicer – and a lot less tied to the workplace and/or deskop…

The Holy Grail: internet video directly from the TV.

While the primary challenges would seem to be hardware-based,  there are equally significant (and equally daunting) software challenges to be met as well, because no computer = no OS = no web browser.   Traditional operating systems aren’t appropriate for a lean-back passive viewing system on any number of levels, and studies repeatedly show that nobody really wants a full-featured browser on their television (and a keyboard on their coffee table) anyway, so in one sense it’s no great loss.  However, forgoing all that standardized functionality leaves one with a lot of design and development work to do: what about an operating system?  What should the user interface(s) look like?  Can we get by with the current button-laden remote as an input device, or should a Wii-like pointing remote be developed?  And how does the type of input device dictate what type of functionality can get built into the system itself?  All in all, a pretty heavy lift – because what we’re talking about here is the creation of an entirely new interface to the internet (potentially every bit as important as the web browser).

Into the void step Yahoo and Intel.  Just announced at last week’s CES is the Connected TV Widgets Channel, a ‘software foundation’ for internet-enabled television hardware built around a new generation of specialized Intel processors.  While the framework will be open to 3rd party software developers (according to Yahoo’s Patrick Barry, “We get a nice advantage, knowing the ins and outs, but we will not limit the platform to being addressable by us”), it’s worth noting that Yahoo and Intel are going with a lightweight “widget” model rather than a heavier-weight application model.   Running a widget on a modified JavaScript engine rather than an installed application down on the operating system itself tends to protect the OS from poorly-behaved software and also allows for more generalized control of what the software can and can’t do.  Much like the Apple App Store model, the widget model represents an attempt to strike a balance between encouraging open and innovative software development, while at the same time providing appropriate “guard rails” for what are, after all, consumer electronics devices rather than computers (look for this trend to continue as cloud computing and the overall “CE-ization” of home computing continues).

Initially at least, the Widget Channel appears to be primarily about adding ancillary features on top of the traditional cable/satellite television you already have – in other words, imagine being able to call up feeds from fan message boards or team websites in a dock at the bottom of your TV screen while simultaneously watching the big game on cable…   Or having a dashboard of specialized weather, news, or twitter feeds available while watching “Madmen” via satellite dish…

• On a purely technical level, though, there’s nothing to prevent a Connected TV widget from streaming video, either (bandwidth permitting).  At that point, things get interesting – as the innocent little ‘widget’ starts to eat into existing television distribution models.

• In fact, the terms “Widget” and “Channel” are both misleading, because the Intel/Yahoo initiative is not about merely adding additional incidental functionality -  it’s about (cue the thunderclap and the dry ice) letting internet video into your television.  In other words, that local weather report or eBay quote on the bottom of your screen is really something of a Trojan Horse (a point already probably not lost on the cable industry).

Connected TV is, um, well-connected: on the hardware side, CE manufacturers such as Samsung, Sony, and LG are already on board, and for web content, deals have been inked with traditional heavyweights such as eBay and the New York Times (among others).  For the video over IP scenario to play out, though, what Connected TV needs are video content partnerships – and there too, Yahoo and Intel seem to have things well in hand: agreements have already been signed with CBS, Netflix, Amazon, Blockbuster, and Showtime

It’s been a while since we’ve seen much good news coming out of Yahoo, but they seem to be getting a lot of things right here.

Yahoo intends to monetize the Widgets Channel through advertising, but in an effort to reach a critical mass of users as quickly as possible, will reportedly go easy on the advertising initially.  So who knows, maybe in a few years from now, Yahoo stockholders could actually be thanking Mr. Yang for turning Mr. Ballmer down at $31 per share….

Picking up spyware or a virus/worm/trojan used to require some conscious action on the part of the user:  opening an email attachment, installing supposedly ‘necessary’ system software (video codecs were a common ploy), or downloading media and/or applications of questionable origin.

These days, Bad Things can occur much more transparently: the most rapidly growing method of spreading malware today is via compromised websites – so now, rather than having to (one way or another) make the explicit decision to ‘invite the bytes’ onto your machine, merely visiting a malicious (or unknowingly compromised) site can launch an exploit.  And since this new type of ‘drive-by’ attack is often implemented through 3rd-party browser plug-ins (such as Flash and Acrobat Reader) or via good old fashioned Javascript, it’s not just a Windows or Internet Explorer issue anymore (for the first time, Apple recently issued a KnowledgeBase article advising users to start installing antivirus protection (although after the resulting flurry of unwanted publicity, the warning was removed from the Apple site 24 hours later).

Although the increase in web malware activity is dramatic, it’s been going on for some time now: a recent study found that during 2007 alone, the number of such attacks increased more than 500 percent.  And while this is bad enough news for the home user, it’s even more troublesome for the enterprise, as HTTP (port 80) is the often the only traffic left largely unrestricted on corporate firewalls.

One simple precaution?  Update, update, update.  To address Javascript engine vulnerabilities, update your browser religiously, regardless of which particular browser or operating system you’re using.   As for Acrobat Reader, resist the temptation to ignore those frequent messages about available updates: you might wonder just how much better a PDF can possibly be displayed, but these days, chances are good that the update has something to do with security – and the same goes for Flash.

You can check for any available updates for Acrobat Reader from the Help menu of the application itself, and to check your version of Flash, go here – the Adobe site will inspect your installation and let you know.

I’ve long been of the opinion that longer-form (professionally produced) internet video will happen on a truly widespread scale only when the problem of getting that content over to the television is solved – and that current discussion of internet video (and how to how to best monetize it) is often based on two questionable premises:

1. The personal computer will continue to be the primary internet video delivery device.
2. Internet video is necessarily about short- and mid-form content.

Such discussions often completely fail to adequately recognize how profoundly game-changing direct access to the internet from the next generation of TVs and set-top boxes will be.  In other words, while short form internet video (user-generated or otherwise) will always be a workplace diversion, the main event has not happened yet – we’re still in merely a transitional, evolutionary phase of the process – a process which will end at the couch, not the desk.

Where are we now?   Several major CE manufacturers are already offering a first generation of standalone internet-enabled devices (each partnered with one or more internet video services):

Hardware:                                Service:

• Sony Bravia, PS3               Sony Playstation Network, Amazon on Demand
• Roku                                   Netflix, more to come…
• LG                                      Netflix, more to come…
• AppleTV                             iTunes
• TiVo                                   Amazon, Netflix
• HP MediaSmart                  CinemaNow, including others
• Microsoft xBox360            xBox Live Marketplace, Netflix

The problem with the above scenario is that no computer means no web browser, which in turn means no Flash – so each OEM wishing to offer multiple services directly via their network interface-enabled hardware (TV, DVD, PCR or set-top box) has had to implement the interface to each service partner individually – a tremendously inefficient reinventing of the wheel.

Therefore, I’ve long felt that what’s needed is a standardized technical protocol for CE hardware to interface with these multiple video services.  Last week, Reed Hastings of Neflix expressed a similar view, noting that in the absence of standardization, “Everyone’s going to have to do customer interfaces for each device”, and further, that it’s “slowing down the market tremendously.”

While the web standards we now take for granted were developed in the shelter of academic and government agency environments, there’s a huge amount of money (and an equal amount of competing agendas) at stake in the internet video space – so the development of a new standard from the ground up at this point seems highly unlikely.  Instead, an embedded web browser running Flash (and/or Microsoft’s Silverlight) sounds like the better idea (Sony has already moved in this direction, embedding the highly-regarded Opera browser into its Bravia line of network-enabled TVs).

Admittedly, though, web on the TV leaves a bad taste in the mouth – previous attempts suffered from three major issues:

• Bandwidth
• Screen resolution
• User interface

Of these three, two are already solved: most broadband connections are now capable of streaming at least SD video, and increased resolution of HD TV makes web text quite readable. The third issue alone remains: the user interface.  Recognizing this, Hastings predicts a new generation of Nintendo Wii-like pointer/motion remotes to replace the primitive up/down/left/right arrows (and four dozen other never-used buttons) on today’s remotes (interestingly, Apple has recently filed for a patent on some technology for just such a device).

Look for this to be the big story at the CES show this January…

I’ve been thinking lately about how business issues (the shifting landscape of allegiances between companies) affects what (and when) technologies become available.

Not for nuthin’ (as they say here in New York) – here are a few thoughts…

no Flash on iPhone’s Safari browser
I think Adobe would be more than happy to write an iPhone Safari Flash player, but Apple is probably hoping the growing number of iPhone users will drive wider adoption of their Quicktime platform for streaming.  More on that here.

no Hulu-iPhone app
OK, so no Flash – but at least we get a bundled YouTube iPhone App that streams via QuickTime – because despite YouTube’s parent Google being behind the competing android smartphone platform, the two companies get along quite well, thank you (witness the iPhone’s rock solid gmail support).   Why not, then, a similar Flash-workaround Hulu iPhone App?  I imagine Hulu would love to see the swelling ranks of iPhone owners use their service (batteries permitting),  but don’t hold your breath: AT&T would have a major problem with that, because of the additonal bandwidth required (the average Hulu program is a lot longer than the average YouTube snippet).  This, by the way, is also the reason you won’t see an approved iPhone App any time soon allowing you to use the camera to shoot rudimentary video – as cool as that would be, AT&T doesn’t want us emailing anything that big around…  (although ‘jailbroken’ apps are out there if you’re brave and/or foolhardy enough to go off the Apple reservation and unlock the thing).

no Disney/Pixar content on Amazon’s ‘Video on Demand’ service
As a result of selling Pixar to Disney in 2004, Steve Jobs became Disney’s largest individual stockholder, and was given a seat on the Disney board.  iTunes video (via Apple TV) happens to compete directly with Amazon Video on Demand (via TiVo and the Sony Bravia).  Although Jobs has described Apple TV as nothing more than a ‘hobby’, could Apple have influenced Disney/Pixar not to play ball with such a direct internet video competitor?

no NBC/Universal content on Sony’s ‘Video Store’ service
NBC/Universal is the only major studio absent from the recently launched Sony Video Store service – since NBC is partnered with Microsoft on MSNBC, could NBC be a little reluctant to sign a deal with Microsoft’s game console arch rival Sony?

I’m just sayin’….