The next chapter for the Internet is coming

evolution-white1
The Internet has evolved from a military information machine (1987), to an academic resource (1991), to the information superhighway (1995), to a commercial publishing platform (1998), to a flop (2000), to an interactive connection engine (2005).

So what’s next? What comes after the so-called Web 2.0 era?

Whatever it is, it seems likely that the biggest player in the game, Google, will have something to do with it. And my guess is that Chrome will too, Google’s latest innovation.

Chrome currently is a mere web browser. It does the same job as Internet Explorer (Microsoft) and Firefox (Mozilla), or for that matter, Safari on a Mac. The purpose of a browser is to bring the Internet to you, on whatever device you use, be it a computer, a PDA, an iphone… without a browser, a computer is a stand-alone device with no global interactivity and without the web.

So Google’s plan is to change all that. With Chrome OS, it aims to turn the model on its head. i.e. instead of running a browser on Windows, the browser *is* Windows. The browser itself is the operating system and all the programs we currently use on our local machines, like word processors, spreadsheets and email clients, are actually run far away on webservers.

If you have an account with Google’s mail service – Gmail – you might already be familiar with the Documents feature. With this, you can accomplish almost everything MS Word and MS Excel do without paying for them, all through your web browser. And if your web browser happens to be Google Chrome, then you might experience a slightly faster service using these tools than with other browsers.

With the backdrop of these services behind us, its not difficult to see where things might lead. New lightweight computers – netbooks – are already on the market. At the moment they are loaded with Microsoft Windows, like virtually every other PC which is sold. But in the future, it looks likely they, and other light-weight devices, will come pre-loaded with Chrome OS. When this happens, we will all be using remote applications and storage to generate and save our files.

And when that happens, a new level of interaction and search will become available. One which makes the current method of Internet search almost, but not entirely, obsolete.

Imagine, for example, what the implications would be if whenever you saved a document you could choose whether to make it public to your associates, to senior management, to your friends or to the whole world. And when you save it, that’s it. Its done. You don’t have to FTP it to a website, or publish it as a blog post or attach it to an email.

And when you have saved a document like that, it becomes immediately searchable, but only to the group you made it available to.

The broader implications of this are huge. Especially when you consider all the new devices which are bound to come through for viewing the Internet with. When local processing power isn’t necessary, we could begin using a device like the current ebook readers from Sony and Amazon to do all our work on. They, at least, have a big enough screen. Alternatively, we may find technology leans towards paper-like screens which are foldable yet still touch-sensitive and equipped with high-speed wireless access to the Internet.

There will always be corporate websites. But in this new Internet generation, they will need to be a lot more interactive than they are now. The traditional website-as-a-brochure method will simply not be enough for companies to compete, and for organisations to work, efficiently.

But there are still some crucial outcomes required for all this to become reality:

1. Can Google really get away with it, or will its monopoly be too much for the world to swallow?

2. Will security issues prevent it catching on?

3. Will people be ready enough for it?

4. Will bandwidth speeds be fast enough?

5. Will the broadband network cover enough of the population?

In my next post, I will aim to answer each of these. If you have any more, please post them in a comment below.

US Justice investigate Yahoo and Google.

Sergi Brin, Larry Page, Jerry Yang

Competition is a good thing. We all know that. And now, as Microsoft goes on the hunt for corporate partners to help break up Yahoo!, Yahoo! gets scrutinized in a monopoly investigation for holding hands with Google. read on

Icahn Won’t Add Value To Yahoo

Icahn Yang bostock

In a letter to shareholders, Yahoo!’s Roy Bostock (Chairman) and Jerry Yang (CEO) have explained that the Microsoft offer will benefit Microsoft more than it will Yahoo!, and that Carl Icahn’s proposed new board won’t add value to the company. read on

Exodus at Yahoo!

The recent exodus of senior Yahoo! staff has given rise to an interesting blogging exchange. With so many leaving at such a time, we are bound to wonder whether its because they’ve been poached by Microsoft, or Google, or perhaps a secret start-up which Microsoft OR Google can buy later… or whether its simply because Jerry Yang is under pressure to cut costs in order to satisfy the “lack of shareholder value” argument put forward by Carl Icahn.

Reading between the lines, I suspect Icahn has little to do with it, and it is more a case of the Internet protecting its precious own. Only a couple of days ago it was announced that Google were in high-end talks with Yahoo about matters beyond the current advertisement-sharing model. Unlikely to be a all-out takeover, analysts have predicted a rescue package which will start slowly and gather pace for mutual advantage.

Meanwhile, Yahoo’s shareprice has plummeted while Microsoft remain aloof and disinterested about their previous takeover bid.

Yahoo!’s recent departees have included Stewart Butterfield and Caterina Fake (co-founders of Flickr), Jeff Weiner, Usama Fayyad, Jeremy Zawodny and JR Conlin.

Each of them are giving no solid reasons for their departure, in fact Stewart Butterfield’s strange resignation letter only adds further intrigue to the riddle.

Watch this space… and listen out in a couple of weeks for an announcement of what they’re all up to.

The plot thickens. Do contribute with a comment if you know more…

Miller Backs Icahn’s Yahoo! Proxy Battle

Bill MillerFurther to my post yesterday about the Yahoo! saga, I see that Bill Miller, who as portfolio manager at Legg Mason controls more than 6% of Yahoo!’s shares, welcomed Carl Icahn among the senior shareholders yesterday.

“To the extent he can get the parties back to the table I’d be all in favour of that”, he said.

Miller’s endorsement indicates a significant portion of Yahoo! is leaning towards the Microsoft deal.

It is one thing for a board to have pressure from its shareholders, yet another to have that pressure intensified by a rush of new shareholders.

Yahoo!’s shareprice will start at $27.14 this morning. Interesting to see how it moves through the day…

This is how it stands currently, and a chart of the past 5 days (delayed 15 mins)…:

<a href=”http://finance.yahoo.com” mce_href=”http://finance.yahoo.com”>Yahoo! Finance</a><br /><a href=”http://finance.yahoo.com/q?s=YHOO/” mce_href=”http://finance.yahoo.com/q?s=YHOO/”>Quote for YHOO/</a>

Although we’re told that Microsoft have given no indication that they will resume talks with Yahoo!, Icahn now has the power to replace the Yahoo! board with one which will be more open to the takeover bid.

Bill Miller’s endorsement means that few would stand in his way if he chose to do that, but he hasn’t got long.

The news over the next few days will be vital to the future of the whole Internet industry. Watch this space…