|
Will Internet Appliances Bring A Whole New Round Of Browser Wars?
April 15, 1997
The war of the desktop Web browsers has focused all attention
on two Goliaths: pioneer Netscape Communications Corp., with its Navigator
software, struggling against enormous odds to stave off software giant
Microsoft Corp. and its Internet Explorer. Great story, good read; but
that was yesterday's news. Today, there's a quieter, more subtle struggle
just beginning, mostly out of view, among a bevy of Davids: the competition
in alternative Web browsers, often designed to link the Web to devices
other than desktop computers.
As the Internet becomes pervasive, it seems that just
about every electronic device is about to become Web-enabled: telephones,
televisions, set-top boxes, kiosks, personal digital assistants and more.
What most of these gadgets have in common is that they are small, lightweight
and portable; and, for the most part, they all require a simple interface.
Therein lies both the problem and the opportunity. Netscape's
Navigator and Microsoft's Internet Explorer are too big, too cumbersome
and too rigid to work within the small memory budget of most of these devices.
That opens the door for someone other than the big boys to make a market
there.
For companies eyeing a variety of Web-enabled device markets,
a slimmed-down browser is essential. The average configuration for Navigator
or Internet Explorer requires a hefty 8 Mbytes of memory and another 8
Mbytes or more of hard-disk storage, depending on how many third-party
plug-ins users download and install. So much for "thin" Internet
clients.
When it came time to choose browser software for its NetVision
family of Web-enabled set-top boxes, "size was definitely a factor,"
says Jeff George, product manager for Welcome to the Future Inc., a Columbia,
Md., startup building set-tops for Internet and cable-TV networks. The
company spurned Netscape and Microsoft in favor of QNX Software Systems
Ltd., the Kanata, Ont., developer of real-time, embedded system software,
which is bundling a small-footprint browser from Spyglass Inc. of Napierville,
Ill.
"The standard PC browser today requires 16 Mbytes
of memory and storage," George says, requirements that are way too
heavy for consumer-electronics devices such as set-top boxes. In order
to find a viable consumer market, he says, Welcome to the Future needs
to sell its box for $300 or less. At most, says George, they could afford
4 Mbytes of memory and storage-one-fourth of what the standard Web browser
requires.
Other Web-enabled devices need even smaller memory footprints.
PlanetWeb Inc., a Santa Clara, Calif., startup, is developing specialized
browser software for consumer-electronics devices that runs in only 420
kbytes of memory. "We're all videogame guys," explains Ken Soohoo,
vice president of engineering and chief technology officer of PlanetWeb.
"We are used to writing small, tight code."
PlanetWeb has so far attracted two OEMs, both drawn by
its browser's compactness. Videogame giant Sega has embedded the PlanetWeb
browser in an Internet add-on for its Saturn games console, the Sega Saturn
NetLink. A second OEM that Soohoo declines to name is using the browser
as the interface for an upcoming Web-enabled telephone that should carry
a list price of no more than $499.
Depending on the OEM's individual needs, an ideal browser
should be able to scale from a minimum-function, ultrathin client with
a footprint of 1 Mbyte or less up to a more functional, 4-Mbyte browser
with lots of bells and whistles. But that's easier said than done, says
Amy Pearl, engineering manager for the HotJava Web browser at Sun Microsystems
Inc.'s JavaSoft business unit, based in Cupertino, Calif. "Many OEMs
are looking for browsers that can scale," says Pearl. "It's easy
to scale up, but it's more difficult to scale down."
Compactness is only one side of the size question in choosing
a browser, says Carol Amos, product marketing manager for HotJava. OEMs
are also looking closely at two other factors, she says: the ability to
customize the browser, especially the user interface, and the availability
of development tools to do it with.
More OEMs are looking to tailor the look and feel of the
user interface than its protocols, says Amos. "Each application is
going to have its own look," she says. "Developers like the ability
to configure the browser interface."
The needs of someone developing, say, an information kiosk
will vary greatly from those of someone developing a Web-enabled television,
Amos says, and those two products will have different look-and-feel requirements
than, say, a network computer. Developers need tools to build and customize
this new generation of Web-enabled devices, she contends, and with so many
tool vendors now embracing the Java language, that's a big plus for HotJava.
Sometimes the need for customization is not so much in
the user interface as in the network interface. Welcome to the Future had
some special requirements in this area that a standard Web browser couldn't
fulfill. Because its set-top boxes are intended to provide both cable-TV
signals and interactive Internet access, they wouldn't operate correctly
using only the Internet's Transmission Control Protocol and Internetwork
Protocol (TCP/IP) over a telephone line. Instead, the company opted to
use the television industry's vertical blanking interval to receive signals
and radio frequencies to send them out. "IP is dependent on broadcasting
through a single channel," says the company's Jeff George.
The alternative browsers come from an array of suppliers,
big and small, each focused on a unique opportunity. Besides Sun, Spyglass
and PlanetWeb, database giant Oracle Corp., based in Redwood Shores, Calif.,
and relatively tiny Opera Software, based in Kjeller, Norway, are both
supplying Web browsers.
Oracle's Java-based PowerBrowser is a full-fledged browser
aimed at the corporate market. It isn't intended for applications that
require a lot of customization or changes in the interface; its main target
audience is users of Oracle's Web Server and other Web-enabled products.
Sun, by contrast, is promoting its HotJava browser to
a broad range of developers. Sun's JavaSoft unit claims two announced OEMs:
sister company Sun Microsystems Computer Corp., which makes the JavaStation
network computer; and IBM, which has promised to offer both the HotJava
browser and JavaOS operating system as an option on its line of Network
Station network computers.
JavaSoft's Amos contends the HotJava browser can scale
down to as little as 1 Mbyte or up to four or so. The current implementation
for the JavaStation occupies 4 Mbytes when coupled with the optional JavaOS.
Spyglass, which also supplied the base technology to Microsoft
for its Internet Explorer, appears to have put in the most effort at building
a business in the low-end alternative browser market. Randy Littleson,
vice president of marketing, says Spyglass is pitching the portability,
customability and componentized nature of its browser.
The company also offers engineering services under which
Spyglass's own software teams will design and develop a custom browser.
Thus far, its message appears to have found a welcome among real-time,
embedded OS companies. Canada's QNX Software, along with Lynx Software
Systems Inc., based in San Jose, Calif., and Microware Corp., based in
Des Moines, Iowa, have all signed on as OEMs and resellers of Spyglass's
browser software and development tools.
Customization is also the strong suit of AllPen Software
Inc., a Los Gatos, Calif., company that builds custom software for a variety
of handheld PCs and PDAs. To date, most of its customers have been end-user
organizations needing specialty software for health care, sales-force automation,
public utilities and other vertical markets. Most recently, AllPen signed
an agreement with Apple Computer Inc., which now uses AllPen's NetHopper
Web-browser software in the newest version of the Newton MessagePad PDA.
Norway's Opera Software, by contrast, is one of the few
alternative browser vendors making a run at the desktop. Its Opera browser
supports multiple languages, has a smaller memory footprint than its big-time
competitors, displays multiple on-screen windows and sports a zooming feature.
It also has an optional keyboard interface, customizable buttons and other
features that users can tailor to suit their needs.
The new market for alternative browsers in Internet appliances
has yet to appear in the so-called Browser Census, a widely regarded market
barometer of corporate desktop-browser usage and preferences put together
by Zona Research Corp., a Redwood City, Calif., market-research firm. But
that may change this year, says Greg Blatnick, a vice president at Zona.
Blatnick says it became evident late last year that a market for alternative
browsers was just beginning to emerge for a new class of Web-enabled consumer-electronics
devices. Pursuing alternative market spaces is a reasonable strategy for
vendors that haven't made it in the mainstream desktop market, he adds.
Prosperity for all?
Of course, not all of these alternative browser vendors
will be able to survive. "There will be room for one or more companies
to be successful in this space," says Blatnick. Developers should
choose carefully, he cautions, because the alternative market won't have
room for all the companies crowding into it.
The browser vendors with staying power, he suggests, will
be those with deep pockets, such as Navio Communications Corp., an "affiliate"
of Netscape. Indeed, the twin giants, Microsoft and Netscape, haven't ignored
this market altogether and are poised to gobble it up if it grows large
enough.
Netscape, based in Mountain View, Calif., formed Navio
last year as an affiliate company in which it holds a majority equity position.
Navio is aimed at supplying browsers for non-PC systems, such as its unreleased
Navio NC Navigator browser for network computers. Ironically, the August
coming-out party for Navio was attended by a variety of backers-including
companies such as Sun, Oracle and Sega-that have commitments to other browser
technologies.
Navio recently disclosed that one of its OEMs is Zenith
Electronics Corp., based in Glenview, Ill., the last domestic television
manufacturer in the United States. Zenith plans to incorporate Navio's
browser technology in a forthcoming Internet TV offering. Navio has also
signed agreements to power network computers, including Sun Microsystems'
JavaStation and the NetStation from Tektronix Inc., the Beaverton, Ore.,
instrument maker. Both will carry custom versions of its slimmed-down Navigator-based
browser.
For its part, Microsoft is offering the Pocket Explorer,
a svelte version of its Internet Explorer aimed at low-end handheld computers,
as part of its Windows CE operating system. Unlike other vendors, the Redmond,
Wash., company is not selling Pocket Explorer on its own but only bundles
the minibrowser into Windows CE.
Blatnick says Microsoft could become a strong presence
in the low-end or alternative browser market if it can overcome a historical
weak spot. Where Microsoft thrives in a mass market of homogeneous commodities,
the alternative browser arena demands customization and products tailored
for unique niches. To compete in the low end, Blatnick says, OEMs want
more than a "lite" version of the Windows OS and a Pocket Explorer,
a need that goes directly against Microsoft's desire for large, uniform
markets that require no customization.
Still, there's reason to fear the giants of the desktop
may come to dominate this new market in the end. After all, they have gobbled
other browser spin- offs before. It once seemed likely that a whole class
of high-end browsers might emerge to offer 3-D Web experiences using the
Virtual Reality Modeling Language (VRML) standard, currently in its 2.0
release. But increasingly, the two big guns-Navigator and Internet Explorer-appear
to be sucking these features into their products to support what seems,
in the near term, like a niche.
InterVista Software Inc. and Black Sun Interactive Corp.,
both based in San Francisco, were among several companies that introduced
full-fledged 3-D standalone Web browsers based on VRML not too long ago.
They were trying to cash in on an emerging market for Web-based virtual-reality
tours, chat rooms inhabited by lifelike characters, architectural and engineering
walk throughs and product demos. Now, however, these same vendors have
retreated from full- scale VRML browsers in favor of plug-ins.
InterVista, for example, came out with its VRML-based
Worldview 1.0 browser in 1995. By the time the Worldview 2.0 release arrived
last year, it had been transformed into a plug-in for Navigator and Internet
Explorer. The same is true of Black Sun Interactive's CyberHub Client VRML
browser, recently renamed Passport. Although Passport 2.0 is still available
as a standalone VRML browser, Black Sun today is mainly pitching it as
a plug-in for Navigator and Explorer, according to Konstantin Guericke,
vice president of marketing.
Even with the scaled-down products, the market's ranks
are thinning. In fact, two of the bigger names in VRML browsers, Silicon
Graphics Inc. and Netscape, have agreed to merge their 3-D VRML browser
technologies-Cosmo Player and 3DLive, respectively-into a single product
and code base. The resulting merged VRML plug-in will appear with Netscape's
release of its Communicator product, also known as Navigator 4.0, later
this year.
For its part, InterVista has just signed an OEM agreement
with Microsoft, which intends to offer the Worldview 2.0 plug-in as a standard
component of the next release of Internet Explorer, IE 4.0. The VRML plug-in
will be known as Virtual Explorer and is expected to be integrated into
the Memphis version of Windows currently slated for an early 1998 release.
Blatnick says Zona Research has always viewed VRML browsers
as something of a novelty with little impact on the mainstream browser
market. Indeed, the market for VRML browsers has been so small thus far
that none of the major research companies has ever tracked or sized it.
Barbara Tallent, vice president of sales and marketing
at InterVista, begs to differ. "VRML is not a niche," she says.
"It is the wave of the future and how people will interact on the
Web in the future." The fact that Microsoft is building her company's
VRML technology into its next rev of Explorer is proof that the technology
will go mainstream, she says, even though it will not live on as a separate
product.
Source: OEM Magazine
|