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- THE FRIDAY LETTER -
(emailed weekly,
from Gilder Publishing,
for friends and subscribers)
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| http://www.gilder.com/ | Issue 331.0/March 7,
2008
SIGN-UP A FRIEND FOR FREE!
HEADLINES:
- The Week / George Gilder on EZCH, NETL, SIGM, CAVM, and RMI
- Friday Feature / Steve Forbes: Brrr!
- Friday Blogger Bonus / EZchip CEO
Eli Fruchter (Telecosm video)
- Readings /
|
THE
12TH ANNUAL GILDER/FORBES Register online today: www.TelecosmConference.com |
The Week / EZCH, NETL, SIGM, CAVM, and RMI
Gilder Telecosm Forum Member (3/1/08):
George, What
has changed to make you view NetLogic
(NETL) as having better long-term prospects?
George Gilder, Gilder
Telecosm Forum (3/1/08): Comparing NetLogic (NETL) with Sigma (SIGM) and Cavium (CAVM), and I have come to the conclusion that NetLogic will
be needed for IPv6 and that IPv6 will prevail over the next decade. EZchip (EZCH) and NetLogic can work
together where multiple fast lookups are required.
EZchip has an architecture that can accommodate 7 layers, but 7 layer
processing will not happen for several years and when it does, TCAMs (ternary content addressable memories) and so called
knowledge processors will be complementary for the first phases….
Cavium is a proven company
pioneering in the largest but also most competitive markets. It is in the upper
layer processor field that is also contested by the new Cisco (CSCO) control plane devices, LSI Corp. (LSI), Applied
Micro Circuits (AMCC), other control plane processors, RMI and all the multicore multiprocessor innovators out there, from
Intel (INTC) and AMD (AMD) to Tilera and dozens of others.
To read more of George Gilder’s
posts and those of the Gilder Telecosm Forum members, visit http://www.gildertech.com/ and become a Forum member today.
__________________________________________
DON’T MISS THE “PHOTONIC INTEGRATION” PROGRAM
ON MAY 29, AT TELECOSM 2008,
featuring George Gilder, EZchip CEO Eli Fruchter and NetLogic CEO Ron Jankov,
with invitations also out to Cavium CEO Syed Ali and members of the the Sigma
and RMI executive teams.
Register
online today: www.TelecosmConference.com
__________________________________________
Friday Feature / Steve Forbes: Brrr!
Steve Forbes, Forbes.com (3/5/08): Bill Clinton recently brought
up the idea that we might have to slow down the U.S. economy to cut back on
greenhouse emissions in order to save the planet from global warming. Less
prosperity will be our salvation! Putting aside the former President's
preposterous proposition and despite all the concern over rising temperatures,
even Bill Clinton's heated rhetoric won't spare us from a more likely threat:
abnormally cold weather.
Astonishingly, a growing body
of research has found that changes in sunspot activity directly correlate with
temperature changes on Earth. Solar cycles usually fluctuate every 11 years.
Alas, sunspot activity has been rather quiet recently. If it doesn't pick up in
a couple of years we could be in for a long-term cooling the likes of which has
not been experienced since the so-called Little Ice Age more than 300 years
ago. That period was marked by frigid bouts of weather that devastated crops
and led to periodic famines. Back then, for instance, London's Thames River
often froze, whereas today that body of water gets ice only when it's spilled
overboard by revelers on boating excursions. And guess what? The last big
freeze came after the kind of sunspot abnormality that may be unfolding now.
In contrast, a proved
correlation between temperature changes and carbon dioxide is almost
nonexistent. Turns out that the sun has been quite active in the last
half-century or so, hence the slight rise in global temperatures.
Other factors in temperature
changes include changes in the Earth's axis, in ocean currents and in the
salinity of the Arctic Ocean. Volcanoes can also have a dramatic short-term
impact on temperatures. But carbon dioxide? No way….
Read the complete commentary:
http://www.forbes.com/columnists/forbes/2008/0310/009.html
__________________________________________
Friday Blogger Bonus / EZchip CEO Eli Fruchter (Telecosm video)
We apologize for the difficulty some Friday Letter readers experienced accessing
the EZchip video last week. Provided below is an updated link to the video.
EZchip
CEO Eli Fruchter speaking on the “Critical Path of Fiberspeed Connectivity” at
Gilder/Forbes Telecosm 2007 in October: I wanted to start by telling you what
we do, because not all of you own LanOptics shares…We build chips. We
are a fabless company. We build network processors that go into network
equipment; mainly switched and routers. The big companies that build switches
and routers are using our chips…
Now, I want to say a few things about our NP-2 chip in light of yesterday’s
session on multicore processing….
View the
Complete Video:
http://www.discovery.org/v/45
__________________________________________
SPECIAL OFFER
|
The Gilder Telecosm Forum To learn how to join this powerful network of
talented, tech-savvy investors and thinkers online daily to debate, discuss,
and decode new and emerging technologies and share valuable and actionable
investment advice, visit www.Gildertech.com
today. |
Readings /
The 10 Emerging Technologies of 2008
http://www.technologyreview.com/Infotech/20249/
3-D Modeling Advance
http://www.technologyreview.com/Infotech/20385/?a=f
Nasdaq Sinks, but Earnings Lift Ciena and National Semiconductor
http://online.wsj.com/article/SB120490824664519865.html?mod=technology_main_whats_news
HP Labs to Focus on Fewer
Projects
http://news.wired.com/dynamic/stories/H/HP_LABS?SITE=WIRE&SECTION=HOME&TEMPLATE=DEFAULT&CTIME=2008-03-06-21-00-45
Apple Opens iPhone But Key Restrictions Remain
http://blog.wired.com/monkeybites/2008/03/apple-delivers.html
__________________________________________
Friday Letter Editor: Mary Collins George / mcollins@gilder.com
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