The 8th Annual Gilder/Forbes Telecosm Conference
TELECOSM 2004:
The Communications Revolution

The Broadband Battlezone: federal regulation of
the information and communications industries

Telecosm 2004 Hosts George Gilder & Steve Forbes

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

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."

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.

11:00 am -
11:15 am

1:30 pm -
2:15 pm

Speaker:
Andy Kessler, former hedge fund manager, Author of Running Money and Wall Street Meat

Growth, inflation, rate increases …

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.

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.

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While other countries have been pouring money into modern high-speed broadband networks, outdated regulations here have undermined returns and discouraged investment.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.

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.

Speaker:
John Mauldin, Investment Manger; President, Millennium Wave Investments

Knowing where the markets and economy are going and focusing on absolute returns.

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.

Speaker:
John Rutledge, Forbes columnist; Partner, Rutledge Capital

Panelists:
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:
Bret Swanson, Executive Editor, Gilder Technology Report
George Gilder, Editor in Chief, Gilder Technology Report

Is capitalism good for people? Does capitalism and free enterprise create better and more humane societies or just richer ones?

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.

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.

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