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Tina Chase
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Conference Chair,
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Check
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Telecosm 2005 Agenda ...
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The
8th Annual Gilder/Forbes Telecosm Conference
TELECOSM 2004:
The Communications
Revolution
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—
Tuesday October 19, 2004 —
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7:00
am -
8:00 am
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Telecosm
2004 Hosts
George Gilder & Steve Forbes |
Conference
Registration &
Breakfast Buffet |
|
8:00
am -
8:05 am
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Welcome
Remarks
Speaker:
Rich Karlgaard, Publisher, Forbes magazine, Author of Life
2.0 |
8:05
am -
8:45 am |
The
Broadband Battlezone: federal regulation of
the information & communications industries
Offense:
George Gilder, Chairman, Gilder Publishing, LLC;
Editor in Chief, Gilder Technology Report
Defense:
Lawrence Kotlikoff, Chairman and Professor, Department of Economics,
Boston University
Referee:
Rich Karlgaard, Publisher, Forbes magazine, Author of Life
2.0
Click here
for the debate description
|
8:45
am -
9:10 am |
The
End of Long Distance Telephony?: the competitive telco landscape
Speaker:
Bill Blessing, Senior Vice President, Business
Development and Strategy Solutions, Sprint Corp.
The secrets of success for providing integrated
communications, from the first company to commit fully to CDMA
technology for a nationwide network. With broad coverage across
the continent, Sprint is making the entire nation a "hot
spot."
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9:10
am -
9:30 am |
Powering
the Mobile Computer: CDMA and the 3G wireless revolution
Speaker:
Klein Gilhousen, Co-founder,
Qualcomm
A look at the world's most complex and efficient communications
chips, powering the emerging new world of ubiquitous voice, data,
and video communications.
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9:30
am -
9:50 am |
Refreshment
Break |
9:50
am -
11:00 am |
Wi-Fi;
WiMAX; Why Bother? (Wi-Fi vs. 3G Debate & Panel)
Debaters and Panelists:
Clint McClellan, Senior
Director, Stategic
Marketing, Qualcomm
Dean Douglas,
Vice President, Telecommunications Industry, IGS Americas, IBM Global
Services, IBM Corp.
Ron Sege, President
and Chief Executive Officer, Tropos Networks
Referee:
Bret Swanson,
Executive Editor, Gilder Technology Report
Commentator:
George Gilder, Editor in Chief, Gilder Technology Report
Bandwidth is a dynamic technological industry advancing at a tremendous
pace but still failing to supply anywhere near the services people
want at prices they can pay. Can Wi-Fi or 3G meet the demand for
high-speed wireless access? Will 3G trump Wi-Fi? Is the battle already
over? Has Wi-Fi lost its steam? Is WiMAX too far behind?
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11:00
am -
11:15 am
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Mobile
Tactics: mobilizing the
troops with BREW and QChat
Introduction:
Bret Swanson,
Executive Editor, Gilder Technology Report
Speaker:
Peggy Johnson,
President, Internet Services, Qualcomm
How email, instant messaging, smart navigation,
photo and video swapping, and interactive gaming are mobilizing
the world and feeding the new, all-Internet, all-the-time teleputer
paradigm. |
11:15
am -
12:00 pm |
Seamless
Mobility: wireless software innovations spurring user demand and
propelling revenue growth
Speakers:
Glenn Edens,
Vice President and Director of Sun Microsystems Laboratories,
Sun Micro.
Michael
Wehrs, Director of Technology and Standards, Mobile Division,
Microsoft
Panelists:
Glenn Edens,
Vice President and Director of Sun Microsystems Laboratories,
Sun Micro.
Peggy
Johnson,
President, Internet Services, Qualcomm
Robert Picow, Chairman, Cenuco Inc.
Michael Wehrs, Director of Technology and Standards, Mobile Division,
Microsoft
Next generation wireless data applications and services and
the role of software in the in the mobile marketplace.
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12:00
pm -
1:30 pm |
Luncheon
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1:30
pm -
2:15 pm
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What
Drives Tech Stocks: why certain tech stocks have plenty of juice
left
Speaker:
Andy Kessler, former hedge fund manager, Author of Running
Money and Wall Street Meat
Growth, inflation, rate increases
…
|
2:15
pm -
3:15 pm |
Critical
Infrastructure: Internet traffic, bandwidth, architecture, and
management
Panelists:
Jay
Adelson, CTO and Founder, Equinix
Francine Berman, Director, San Diego Supercomputer Center
Glenn Edens,
Vice President and Director of Sun Microsystems Laboratories,
Sun Micro.
Andrew Odlyzko, Internet Traffic Expert; Director, Digital Technology
Center, University of Minnesota
Moderators:
Charlie
Burger, Technology Analyst,
Gilder Technology Report
George
Gilder, Editor in Chief,
Gilder Technology Report
Building alliances to harness the power
of the network. An examination of the latest Internet traffic
statistics, the politics of peering, the high-end computing infrastructures,
and the complexities of data and knowledge management.
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3:15
pm -
3:35 pm |
Refreshment
Break |
3:35
pm -
3:40 pm |
Telecosm
2004 Investors’ Evening
A look into every nook
and niche of the information economy in search of growth and prosperity.
Recognizing
profitable telecom investment opportunities amidst the turmoil.
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3:40
pm -
4:10 pm |
Technological
Changes Driving the Economy: how network speeds influence productivity,
outsourcing, and competitiveness
Speaker:
John Rutledge, Forbes columnist; Partner, Rutledge Capital
While other countries have been pouring money
into modern high-speed broadband networks, outdated regulations
here have undermined returns and discouraged investment. A look
at how network speeds influence productivity, outsourcing, and
competitiveness, and how likely changes in telecom regulations
will play out through the economy and influence investment markets.
|
4:10
pm -
4:35 pm |
The
Intersection of Vision and Value: this
decade’s next big winners
Speaker:
Paul McWilliams, Co-founder and Editor, Next Inning Technology
Research
In the tech world there are dozens, if not
hundreds, of companies with fantastic visions. However, there
are considerably fewer who will successfully monetize these visions
into stockholder value.
|
4:35
pm -
5:00 pm |
Bull’s
Eye Investing: a guide to the ways and means of hitting the gyrating
target of a “muddle through economy”
Speaker:
John Mauldin, Investment Manger; President, Millennium Wave Investments
Knowing where the markets and economy are going
and focusing on absolute returns.
|
5:00
pm -
5:30 pm |
The
World Report: U.S. growth and global economic health
Speaker:
David Malpass, Chief Global Economist, Bear Stearns
Insightful analysis of the stability of the
dollar, trade, and jobs unmarred by politically spun economic
nonsense.
|
5:30
pm -
6:00 pm |
Cocktail
Reception |
6:00
pm -
8:00 pm |
Dinner |
8:00
pm -
9:00 pm |
Investor
Q&A Session: uncovering profitable, new investment opportunities
surrounding the Telecosm
Panelists:
Andy
Kessler, former hedge fund manager, Author of Running Money
and Wall Street Meat
David Malpass, Chief Global Economist, Bear Stearns
John Mauldin, Investment Manger; President, Millennium Wave Investments
Paul McWilliams, Co-founder and Editor, Next Inning Technology
Research
John Rutledge, Forbes columnist; Partner, Rutledge Capital
Moderators:
Rich Karlgaard, Publisher, Forbes magazine; Author of Life
2.0
Bret Swanson, Executive Editor, Gilder Technology Report
Commentator:
George Gilder, Editor in Chief, Gilder Technology Report
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7:00
am -
8:00 am |
Breakfast
Buffet |
8:00
am -
9:00 am |
Economic
Warfare: battling the cancers of capitalism
Introduction:
George Gilder, Chairman, Gilder Publishing, LLC
Speaker:
Steve Forbes, Editor in Chief, Forbes magazine;
Chairman, Forbes Inc.
Is capitalism good for people? Does capitalism
and free enterprise create better and more humane societies or
just richer ones?
|
9:00
am -
10:00 am |
Two
Views of the New Network
Speakers:
David Huber, Chairman and CEO, Broadwing
Rajiv Ramaswami, Vice President and General Manager, Optical Networking
Group, Cisco
Moderator:
Charlie
Burger, Technology Analyst,
Gilder Technology Report
Commentator:
Neil Salisbury, VP of Marketing and Business Development, Kailight
Photonics
The challenges and rewards of building
infinite bandwidth, high reliability, low-latency networks. |
10:00
am -
10:20 am |
Refreshment
Break |
10:20
am -
10:55 am |
The
Future of Multi-processing?
Speakers:
Fred Weber, CTO, Advanced Micro Devices
Nick Tredennick, Editor, Gilder Technology Report
An exploration of the market forces and
end-user dynamics driving innovation in multi-core microprocessing.
Will the path to multi-processing for the masses involve revolutionary,
disruptive technologies or an evolutionary approach that extends
current, industry standard technologies into the multi-core universe?
Is the microprocessor last year's technology? Will x86 take over
the world? |
10:55
am -
11:15 am |
The
New Backplane: digital upheaval in power control
Speaker:
Steven Goldman, CEO and Chairman of the Board, Power-One
Revolution on the motherboard. Simplifying
advanced printed circuit boards by moving board-level power from
analog to digital. Will digital power management chips transform
the semiconductor industry? |
11:15
am -
11:30 am |
Analog
Optics: faster, cheaper, cooler, better
Speaker:
Terry Turpin, Senior Vice President and Chief
Scientist, Essex Corporation
The
promise of the Telscosm: pushing wavelengths closer together on
fiber optic lines. |
11:30
am -
11:50 am |
On-chip
Optics: optical upheaval in electronic architectures
Speaker:
John Trezza, CTO, Xanoptix
The coming of the chip-area network. Coupling
the processing prowess of microchips with the communications magic
of optics. |
11:50
am -
12:30 pm |
Optics
Everywhere: the future of the backplane and the new era of integrated
electronics and optics
Panelists:
Steven Goldman, CEO and Chairman of the Board, Power-One
John Trezza, CTO, Xanoptix
Terry Turpin, Senior
Vice President and Chief Scientist, Essex Corporation
Moderators:
George Gilder, Editor in Chief, Gilder Technology Report
Nick Tredennick, Editor, Gilder Technology Report
Opening the way for all-optical network. The future of the backplane,
analog vs. digital power control, and the convergence of the microcosm
and telecosm in a new era of integrated electronics and optics.
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12:30
pm -
2:00 pm |
Luncheon |
2:00
pm -
3:00 pm |
Nanotechnology:
nano-contenders vs. nano-pretenders
Speaker:
Nick
Tredennick, Editor, Gilder Technology Report
What's true; what's not; what works; what doesn't.
Distinguishing nanotech hype from reality. The relationship between
nanotechnology, MEMS, and microprocessors.
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3:00
pm -
4:15 pm |
Coming
to Your Senses: extraordinary human to electronic interfacing
and information delivery solutions
New Applications for Insanely Inexpensive and Tiny Cameras
Speaker:
Dick Merrill, Co-founder, Foveon Corporation
Full-color,
High-efficiency Image Generators
Speaker:
Rick Rutkowski, CEO, Microvision
Revolutionary Touchpad Technologies
Speaker:
David Gillespie, Fellow, Synaptics
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4:15
pm -
5:15 pm |
The
Paradox of the Perfect Network: the better the network the lower
the profits? (Debate)
Debaters:
Roxane Googin, Editor,
High Technology Observer
George
Gilder, Editor in Chief, Gilder Technology Report
Thomas
Hazlett, Senior
Fellow, Manhattan Institute
Referee:
David Isenberg, COO, Isen.com LLC
Since the all-optical network is theoretically perfect—offering
infinite bandwidth, reliability, low latency and protocol neutrality—does
its deployment promise to bankrupt all the telecom carriers? |
5:15
pm -
6:45 pm |
Evening
Reception with Sponsor
Showcase and Exhibitor Demos |
6:45
pm -
7:15 pm |
Summing
Up the Future
Introduction:
George Gilder, Editor in Chief, Gilder Technology Report
Speaker:
Carver Mead, Chairman and Founder, Foveon Corporation;
Gordon Moore Professor of Computer Science, Cal Tech
An investigation into the onset of the
analog age and predictions for the future, presented by the godfather
of four decades of history-making technologies. |
| 7:15
pm |
Conference
Wrap-up and Farewall Remarks
Speaker:
George Gilder, Editor in Chief, Gilder Technology Report
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