Boot2Gecko and The Infinite Indifference
Did you know that Android is, on paper, the product of the Open Handset Alliance? That's a consortium of more than 80 companies – yet Google seems to be the only one actually working for its progress, while the others do little more than port the software to half-baked reference hardware and slap their logos on top of the things.
Technology is not the problem, lack of compromise is. Players in the mobile industry will gather to draw up (and sometimes even implement) standards all the time; getting any one of them to promote its use afterwards is another matter entirely. The whole mobile industry is terribly inertial: that's how they got driven off to the borders of their own market by Apple and Google to begin with. That's why WAP languished for years until being crushed under the rise of the mobile web, why WAC is stillborn, and why IMS will ultimately prove irrelevant.
The reason Boot2Gecko just might succeed is not technology, Telefonica's support or the increasing marginalization of carriers. The best thing it's got going for it is Mozilla's role as the driving force behind the platform. Just as with Android and Google, they've got the will to keep promoting it long after other involved parties have lost interest (which if experience is any guide, will happen within seconds of the 1.0 release).
If Mozilla can attract developer mindshare and drag the carriers and product manufacturers to provide consistent support, then Boot2Gecko may realize that vision of a web application platform which goes back all the way to WAP. But I'd not bet a penny on it, I've seen such promises made many times over and so far it's always ended in abject failure.