The 10th Annual Gilder/Forbes Telecosm Conference
TELECOSM 2006: The Telecosm at Ten
October 4 - October 6, 2006
The Resort at Squaw Creek | Lake Tahoe
, California


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Sponsorship
Info
rmation
Kim Harrell Sears
Director of Sales,
Forbes Conferences
212.724.9759

ksears@forbes.com


Registration
Information

Emily Lord
212.367.2519

elord@forbes.com

Speaker
Information

Mary Collins
Conference Chair,
Gilder Publishing
413.644.2120

mcollins@gilder.com

 

 

 

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

— Tuesday October 19, 2004 —
7:00 am -
8:00 am

Telecosm 2004 Hosts
George Gilder & Steve Forbes

Conference
Registration &
Breakfast Buffet
8:00 am -
8:05 am
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."

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.

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?

11:00 am -
11:15 am

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.
12:00 pm -
1:30 pm
Luncheon

1:30 pm -
2:15 pm

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.

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.

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

 


— Wednesday October 20 —

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.

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.

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

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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