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just commit it now: ... lots of changes, rearranges and new text in market analysis
author meillo@marmaro.de
date Thu, 20 Nov 2008 21:14:24 +0100
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1 \chapter{Market analysis}
2 \label{chap:market-analysis}
4 This chapter analyses the current situation and future trends, for electronic communication in general and email in particular. First electronic mail's position within other electronic communication technologies is located. Then trends for the whole field of electronic communication are shown. Afterwards opportunities and threats in the market for email are located and the trends for email are shown. The insights of these analysis result in a summary of things that are important for developing future-prove email software.
8 \section{Electronic communication technologies}
10 Electronic communication is communication that is based on electronic data exchange, no physical contact is needed and no physical transport needs to be done for it. Additional, electronic communication is fast in general. With having no other needs besides the electronic infrastructure, electronic communication provides cheap communication. As underlying transport infrastructure, mostly the Internet is used; this makes it available nearly everywhere around the world. These properties---fast, cheap, everywhere---make electronic communication well suited for long distance communication.
12 %todo: electronic communication vs. digital communication
14 As globalization proceeds and long distance communication becomes more and more important. The future of electronic communication is bright.
16 Electronic communication includes the following technologies: electronic mail (email), instant messaging (\name{IM}), chats (e.g.\ \NAME{IRC}), short message service (\NAME{SMS}), voicemail, video messages, and Voice over \NAME{IP} (VoIP), as well as \NAME{GSM} and \NAME{UMTS}.
19 \subsection{Classification}
20 Types of electronic communication can be divided in written and recorded information. Recorded information, like audio or video data, is accessable only in a linear way by spooling and replay. Written information, on the other hand, can be accessed in arbitary sequence, detail and speed.
22 Another possible separation is to distinguished synchron and asynchron communication. Syncron communication are direct dialogs with little delay. Telephone conversation is an example. Asynchron communication are one-way message systems; of course, dialogs are possible here as well, but not in the same direct fashion. These two groups can also be split by the time of data delivery. Synchron communication requires nearly real-time delivery, while for asynchron communication message delivery times of several seconds or even minutes are sufficent.
24 Figure \ref{fig:comm-classification} shows a classification of communication technologies sorted by these two criteria. Email and \NAME{SMS} are written and asynchron communication; \NAME{IM} and chats are written information too, but synchron. Recorded information are voicemail and video messages as examples for asynchron communication, and VoIP and \NAME{GSM}/\NAME{UMTS} as examples for synchron communication.
26 One might be surprised to find Instant \emph{Messaging} not in the group of \emph{message} communication. Instant Messaging could be put in both groups because it allows asynchron communication additional to being a chat system. The reasons why it is sorted to dialog communication are its primary use for dialog communication and the very fast---instant---delivery time.
28 Email is not limited to written information, at least since the advent of \NAME{MIME}, which allows to include multimedia content in textual email messages. Thus recorded information can be sent as subparts of emails. The same applies to Instant Messaging too, where file transfer is an additional subservice offered by most systems. In general recorded information can be transmitted in an encoded textual form.
32 %\begin{figure}
33 % \begin{center}
34 %\begin{verbatim}
35 % ---------------------------------------------------
36 % | | |
37 % messages | email | voicemail |
38 % asynchron | SMS | video messages |
39 % | | |
40 % ---------------------------------------------------
41 % | | |
42 % dialog | IM | VoIP |
43 % synchron | chat | GSM/UMTS (?) |
44 % | | video conference |
45 % | | |
46 % ---------------------------------------------------
47 % | | |
48 % | written | recorded |
49 % | | |
53 % ---------------------------------------------------
54 % | | |
55 % messages | email SMS | (makes no sense) |
56 % asynchron | video messages | |
57 % | voicemail | |
58 % | | |
59 % ---------------------------------------------------
60 % | | |
61 % dialog | IM | VoIP |
62 % synchron | chat | GSM/UMTS (?) |
63 % | | video conference |
64 % | | |
65 % ---------------------------------------------------
66 % | | |
67 % | documents | streaming |
68 % | | |
69 %\end{verbatim}
70 % \end{center}
71 % \caption{Classification of electronic communication}
72 % \label{fig:comm-classification}
73 %\end{figure}
76 \input{kvmacros}
77 \kvunitlength=3cm
78 \kvnoindex
80 \begin{figure}
81 \begin{center}
82 \karnaughmap{2}{}{
83 {\parbox{\kvunitlength}{asynchron\\(messages)}}
84 {written}
85 {\parbox{\kvunitlength}{synchron\\(dialog)}}
86 {recorded}
87 }{
88 {\parbox{0.8\kvunitlength}{email\\\NAME{SMS}}}
89 {\parbox{0.8\kvunitlength}{voicemail\\video messages}}
90 {\parbox{0.8\kvunitlength}{\NAME{IM}\\chat}}
91 {\parbox{0.8\kvunitlength}{VoIP\\\NAME{GSM}/\NAME{UMTS}\\video conferencing}}
92 }{}
93 \end{center}
94 \caption{Classification of electronic communication}
95 \label{fig:comm-classification}
96 \end{figure}
101 \subsection{Life cycle analysis}
102 Life cycle analysis are common for products but also for technologies. This one here is for electronic communication technologies. The first dimensions regarded is the life time of the subject. It is segmented into the introduction, growth, mature, saturation, and decline phases. The second dimension can display sales, market share, importance, or similar values. The graph has always an S-line shape, with a slow start, a rapidly increasing first half, the highest level in the third quater, and a slowly declining end. Reaching the end of the life cycle means, the subject is inherited by its successor or the market situation changed thus making it oldfashioned.
104 The current position on the life cycle of the introduced communication technologies is depicted in figure \ref{fig:comm-lifecycle}. It is important to notice that there is no time line matching for all of them---some life cycles are shorter than others---the shape of the graph, however, is the same.
106 Video messages and voicemail are technologies in the introduction phase. Voice over \NAME{IP} and \NAME{UMTS} are heavily growing these days. Instant Messaging has reached maturation, but still growing. Email and \NAME{GSM} are examples for technologies in the saturation phase. Declining does none of the above mentioned; telefaxes would be an example for a declining technology.
108 \begin{figure}
109 \begin{center}
110 \begin{verbatim}
111 | | | | ***#*** | |
112 | | | |*#** GSM **| |
113 | | | ***** email ****** |
114 | | | ** | | *****|
115 | | |*#** | | |
116 | | *** IM | | |
117 | | ** | | | |
118 | | *#* | | | |
119 | | ** VoIP | | | |
120 | | *# | | | |
121 | voice * UMTS | | | |
122 | video mail** | | | |
123 | mess. #**| | | | |
124 | #**** | | | | |
125 |**** | | | | |
126 ----------------------------------------------------------------
127 | | | | | |
128 | introduct. | growth | mature | saturation | decline |
129 \end{verbatim}
130 \end{center}
131 \caption{Life cycle of electronic communication technologies}
132 \label{fig:comm-lifecycle}
133 \end{figure}
135 Email ranges in the saturation phase, which is defined by a saturated market, no more products are needed, there is no more growth. This means, email is a technology used by everyone who want to use it. It is a standard technology. The current form of email in the current market is on the top of its life cycle. The future is decline, sooner or later.
137 But life cycles positions change as the subject or the market changes. An examples is the \name{Flash} animation software. The product's change from a drawing and animation system to a technology for website building, advertising, and movie distribution, and the then changing target market, made it slip back on the life cycle. If the email system would evolve to become the basis for Unified Messaging, a similar slip back would be the consequence. An example for a changing market are the \NAME{DVD} standards \NAME{DVD+} and \NAME{DVD-}. With the upcoming next generation formats BlueRay and \NAME{HD-DVD}, a much sooner decline of \NAME{DVD+} and \NAME{DVD-} started, even before reaching their last development steps in storage size. Such can happen to email too, if Unified Messaging is a revolution to the email system instead of an evolution.
142 \subsection{Trends}
143 The following trends will focus on email and the asynchron communication technology.
145 \subsubsection*{Consolidation}
146 There is a consolidation of communication technologies with similar transport characteristics, nowadays. Email is the most flexible kind of asynchron communication technology already in major use. Hence email is the best choice for transfering messages of any kind today. But in future it probably will be \name{Unified Messaging}, which tries to group all kinds of asynchron messaging into one communication system. It aims to provide a single transport protocol for all content and a flexible access interface for all kinds of clients. Unified messaging seems to have the potential to be the successor of all asynchron communication technologies, including email.
148 Today email still is the major asynchron communication technology and it probably will be it for the next years. As Unified Messaging needs similar transfer facilities to email, it may to be an evolution not a revolution. Hence \mta{}s will still have importance in future, maybe in a modified way.
149 %todo: decentral organization, like the internet -> MTAs are well suited -> further technologies will need something similar
152 \subsubsection*{Integration}
153 Integration of communication technologies becomes popular. This goes beyond consolidation, because communication technologies of different kinds are bundled together to make communication more convenient for human. User interfaces tend to this direction. The underlying technologies will get grouped, but it seems as if synchron and asynchron communication can not be joined together in a sane way, so they will probably only be fusioned at the surface.
159 \subsubsection*{Communication hardware}
160 Hardware needed for communicating comes from two different roots: On the one side, the telephone, now available as mobile phones. This group centers around recorded data and dialog, but messages are supported by the answering machine and \NAME{SMS}. On the other side, mail and its relatives like email, using computers as main hardware. They center around document messages, support dialog communication in Instant Messaging and Voice over \NAME{IP}.
162 The last years finally brought the two groups together, with \name{smart phones} being the merging hardware element. Smart phones are computers in the size of mobile phones, or mobile phones with the capabilities of computers. They provide both functions, being telephones and computers.
164 Smart Phones match well the requirements of recorded data, for which it was designed of course. Writing text is not good to do with the minimal keyboards available for smart phones; speech to text converters may provide help in future. This leaves us with the need for ordinary computers for the field of exchanging documents and as better input hardware for all written input.
166 It seems as if a combination of computers and smart phones will be the hardware used for communication in future. Both specialized to the best matching communication technologies, but supporting the others too. Hence facilities for transfering information off and onto the devices will be needed.
174 \section{Electronic mail}
176 After viewing the whole market of electronic communication, a zoom in to the market of electronic mail follows. Email is one of the communication technologies, it is asynchron and transports primary textual information. This thesis is about a \mta, so the market situation for email is important. Interesting questions are:
179 \subsection{\NAME{SWOT} analysis}
181 A \NAME{SWOT} analysis regards the strengths and weaknesses of a subject against the opportunities and threats of its market. The background for the analysis is the goal to reach with the subject. In this case, the main goal is to make email future-safe.
183 The market's main threat is \emph{spam email}, also named \name{junk email} or \name{unsolicited commercial email} (\NAME{UCE}). Spam mail is also a weakness of the email system, because it can not prevent it.
185 Opportunities of the market are large data transfers, coming from multimedia content. Email is weak related to that kind of data: the data needs to be encoded to \NAME{ASCII} and and stresses mail servers a lot. The use of various hardware to access mail is another opportunity of the market. The software and infrastructure needed to transfer mail within this network might be a weakness of the email system. An opportunity of the market that is a strength of electronic mail is its standardization. Few other communication technologies are standardized and thus freely available in a similar way. Another opportunity and strength is the modular and extendable structure of electronic mail; it can easily evolve to new requirements.
187 The increasing integration of communication channels, is an opportunity for the market. But deciding weather it is a weakness or strength of email is not so easy. It is a weakness because the not possible integration of stream data and the not good integration of large binary data. It is also a strength, because arbitary asynchron communication data already can be integrated. On the other hand, the integration might be a threat too, because it easily leads to complexity of software. Complex software is more error prone and thus less reliable. This could be a strength of electronic mail because of its modular design that decreases complexity, but real integration is harder to do than in monolitic systems.
189 Figure \ref{fig:email-swot} shows the \NAME{SWOT} analysis in a handy overview. It is easy to see, that the opportunities outweigh. This indicates a still increasing technology. %fixme: ref
191 \begin{figure}
192 \begin{center}
193 \begin{verbatim}
194 ---------------------------------------------------
195 | | |
196 strength | standard | |
197 of email | modular,extendabl| |
198 | | |
199 ---------------------------------------------------
200 | big data transfer| |
201 weaknesses | too big for phone| |
202 of email | | spam |
203 | | |
204 ---------------------------------------------------
205 | | |
206 | opportunities of | threats of |
207 | market | market |
208 | | |
209 \end{verbatim}
210 \end{center}
211 \caption{SWOT analysis for email}
212 \label{fig:email-swot}
213 \end{figure}
215 The analysis shows what should be done to achieve the goal (Making email future-safe). Spam mail should be reduced as good as possible. Solutions for large data transfers and infrastructures with more nodes moving within the net should be developed, there is a lot of potential. Standardization, modularity and extendability should be used to go even further, these are the key advantages of email.
219 \subsubsection*{Differences in \freesw}
222 \subsubsection*{Consumers}
228 \subsection{Trends for electronic mail}
231 But emailing in future will not be the same as emailing now. This will mainly affect how email is transfered.
234 \subsubsection*{Provider oriented emailing}
235 Today's email structure is heavily dependent on email providers. This means, most people have email addresses from some provider. These can be the provider of their online connection (e.g.\ \NAME{AOL}, \name{T\~Online}), freemail provider (e.g.\ \NAME{GMX}, \name{Yahoo}, \name{Hotmail}) or provider that offer enhanced mail services that one needs to pay for. Outgoing mail is send either with the webmail client of the provider or using \name{mail user agent}s sending it to the provider for relay. Incoming mail is read with the webmail client or retrieved from the provider via \NAME{POP3} or \NAME{IMAP} to the local computer to be read in the \name{mail user agent}. This means all mail sending and receiving work is done by the provider.
237 The reason therefor is originated in the time when people used dial-up connections to the internet. A mail server needs to be online to receive email. Sending mail is no problem, but receiving it is hardly possible with an \MTA\ being few time online. Internet service providers had servers running all day long connected to the internet. So they offered email service.
240 \subsubsection*{Provider independence}
241 Nowadays, dial-up internet access is rare; the majority has broadband internet access paying a flat rate for it. So being online or not does not affect costs anymore, even traffic is unlimited. Today it is possible to have an own mail server running at home. The last technical problem remaining are the changing \NAME{IP} addresses one gets assigned every 24 hours. But this is easily solvable with one of the dynamic \NAME{DNS} services around; they provide the mapping of a fixed domain name to the changing \NAME{IP} addresses.
243 Home servers become popular in these days, for central data storage and multi media services. Being assembled of energy efficient elements, power consumption is no big problem anymore. These home servers will replace video recorders and music collections in the near future. It is also realistic that they will manage heating systems and intercoms too. Given the future leads to this direction, it is a logical step to have email and other communication will be provided by the (or one of) the own server aswell.
245 After \mta{}s have not been popular for users in the last time, the next years might bring them back to them. Maybe in a few years nearly everyone will have one running at home \dots\ possibly without knowing about it.
248 \subsubsection*{Pushing versus polling}
249 The retrieval of email is a field that is about to change now. The old way is to fetch email by polling the server that holds the personal mail box. This polling is done in regular intervals, often once every five to thirty minutes. The mail transfer from the mail box to the \name{mail user agent} is initiated from the mail client side. The disadvantage herewith is the delay between mail actually arriving on the server and the user finally having the message on his screen.
251 To remove this disadvantage, \name{push email} was invented. Here the server is not polled every few minutes about new mail, but the server pushes new mail directly to the client on arrival. The transfer is initiated by the server. This concept became popular with the smart phones; they were able to do emailing, but the traffic caused by polling the server often was expensive. The concept workes well with mobile phones where the provider knows about the client, but it seems not to be a choice for computers since the provider needs to have some kind of login to push data to the computer.
253 The push concept, however could swap over to computers when using a home server and no external provider. A possible scenario is a home server receiving mail from the internet and pushing it to computers and smart phones. The configuration could be done by the user through some simple interface, like one configures his telephone system to have different telephone numbers ring on specified phones.
254 %FIXME: add reference to push email
257 \subsubsection*{Internet Mail 2000}
258 Another concept to redesign the electronic mail system, but this time focused on mail transfer is named ``Internet Mail 2000''. It was proposed by Daniel J.\ Bernstein, the creater of \name{qmail}. Similar approaches were independently introduced by others too.
260 As main change it makes the sender have the responsibility of mail storage; only a notification about a mail message gets send to the receiver, who can fetch the message then from the sender's server. This is in contrast to the \NAME{SMTP} mail architecture, where mail and the responsibility for it is transfered from the sender to the receiver.
262 \name{Mail transfer agent}s are still important in this mail architecture, but in a slightly different way. Their job is not transfering mail anymore---this makes the name missleading---they are used to transport the notifications about new mail to the destinations. This is a quite similar job as they do in the \NAME{SMTP} model. The real transfer of the mail can be done in any way, for example via \NAME{FTP} or \NAME{SCP}.
264 %FIXME: add references for IM2000
269 \subsection{Is email future-safe?}
270 It seems as if electronic mail or a similar technology has good chances to survive the next decades. This bases on the assumption that it always will be important to send information messages. These can be notes from other people, or notifications from systems (like a broken or full hard drive in the home server, or the coffee machine ran out of coffee beans). Other communication technologies are not as suitable for this kind of messages, as email, short message service, voice mail, and the like. Telephone talks are more focused on dialog and normally interrupt people. These kind of messages should not interrupt people, unless urgent, and they do not need two-way information exchange. The second argument appies to instant messaging too. If only one message is to be send, one does not need instant messaging. Thus, one type of one-way message sending technology will survive.
272 Whether email will be the one surviving, or short message service, or another one, does not matter. Probably it will be \name{unified messaging}, which includes all of the other ones in it, anyway. \MTA{}s are a kind of software needed for all of these messaging methods---programs that transfer and receive messages.
280 \section{What will be important}
281 \label{sec:important-for-mtas}
282 Now that it is explained why email will survive (in some changed but related form), it is time to think about the properties required for \mta{}s in the next years. As the fields and kinds of usage change, the requirement change too.
284 Provider independence through running an own mail server at home asks for easy configuration of the \MTA. Providers have specialists to configure the systems, but ordinary people do not. Solutions are either having some home service system for computer configuration established with specialists coming to one's home to set up the systems; like it is already common for problems with the power supply or water supply system. Or configuration needs to be easy and fool-prove, to be done by the owner himself. The latter solution depends on standardized parts that fit together seamlessly. The technology itself must not be a problem itself. Only settings custom to the users environment should be left open for him to set. This of course needs to be doable on a simple configuration interface like a web interface; non-technical educated users should be able to configure the system.
286 \sendmail\ and \name{qmail} appear to have bad positions at this point. Their configuration is complex, thus they would need simplification wrappers around them to provide easy configuration.
288 The approach of wrappers around the main program to make it look easier to the outside is a good concept in general. %FIXME: add ref
289 It still lets the specialist do complex and detailed configuration, and also offering a simple configuration interface to novices. Further more is it well suited to provide various wrappers with different user interfaces (e.g.\ a graphical program, a website, a command line program; all of them either in a questionaire style or iteractive).
291 When \MTA{}s become popular on home servers and maybe even on workstations and smart phones, then performance will be less important. Providers need \mta{}s that process a large amount of mail in short time. Home servers or workstations however, do not see that much mail; they need to handle tens or hundrets of email messages per hour. Thus performance will probably not be a main requirement for an \MTA\ in the future, if they mainly run on private machines.
293 \name{postfix} focuses much on performance, this might not be an important point then.
295 New mailing concepts and architectures like push email or \name{Internet Mail 2000} will, if they succeed, require \mta{}s to adopt the new technology. \MTA{}s that are not able to change are going to be sorted out by evolution. Thus it is important to not focus too much on one use case, but to stay flexible. Allman saw this property of \sendmail\ one reason for its huge success (see section \ref{sec:sendmail}).
297 Another important requirement for all kinds of software will be security. There is a constant trend going from completely non-secured software from the 70s and 80s over growing security awareness in the 90s to security being a primary goal now. This leads to the conclusion that software security will even more important in the next years. As more clients get connected to the internet and especially more computers are waiting for incoming connections (like an \MTA\ in a home server), there are more possibilities to break into systems. Securing software systems will be done with increasing effort in future.
299 ``Plug-and-play''-able hardware with preconfigured software running can be expected to become popular. Like someone buys a set-top box to watch Pay-\NAME{TV} today, he might be buying a box acting as mail server in a few years. He plugs the power cable in, inserts his email address in a web interface and selects the clients (workstation computers or smart phones) to which mail should be send and from which mail is accepted to receive. That's all. It would just work then, like everyone expects it from a set-top box today.
301 Containing secure and robust software is a pre-requisite for such boxes to make that vision possible.
303 It seems as if all widely used \mta{}s provide good security nowadays. \name{qmail}'s architecture, also used in \name{postfix}, is generally seen to be conceptually more secure, however.
305 In summary: easy configuration, aswell as the somehow opposed flexibility will be important for future \mta{}s. Also will it be security, but not performance. \MTA{}s might become more commodity software, like web servers already are today, with the purpose to include it in many systems and the need of minimal configuration.