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Chronicles

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Why BlackBerry's Google Talk won't offer voice

When I first heard that Google Talk would be compatible with the BlackBerry OS starting sometime this spring, my first reaction was puzzlement.  —  I mean, BlackBerry-maker Research In Motion draws its very sustenance from cellular carriers.

IP Telephony, VoIP, Broadband Russell Shaw

Context & Ripple Effects

Two days after RIM announced that BlackBerry users would gain mobile access to Google Talk and Google Local this spring, the deal's limits are coming into focus: the instant-messaging client will arrive text-only, with no voice calling. The stated reason is structural, not technical — Research In Motion draws its sustenance from cellular carriers, and a free over-the-top voice channel would undercut the very partners who push its handsets.

The pickup elsewhere (siliconvalley.com ran the story as 'BlackBerry picking partners') frames it the same way: RIM is choosing which internet services get onto the device, and carrier economics are doing the filtering. It lands amid a rough stretch for the company, including a disclosed security hole in BlackBerry handhelds triggered by crafted e-mail image attachments earlier in January.

First-order effects

  • BlackBerry users get Google Talk as a text-only client when it ships this spring, while Google gets distribution on RIM's business-centric installed base without its voice ambitions.

Second-order effects

  • Cellular carriers keep their voice-minute revenue intact on the BlackBerry platform, and the carrier-safe text-only template becomes the price of admission for other internet services seeking handset placement.

Third-order effects

  • As long as device makers like RIM depend on carriers for distribution, mobile VoIP will be gated at the OS layer rather than blocked by technology — an arrangement that holds until a device maker or platform owner with independent distribution changes the calculus.

The trend: Mid-2000s mobile is a carrier-gated ecosystem where device makers decide which over-the-top services reach handsets, with voice functions stripped out to protect operator revenue.