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- THE FRIDAY LETTER -
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| http://www.gilder.com/ | Issue 344.0/June 13,
2008
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HEADLINES:
- The Week / Anadigics, Peregrine and Skyworks
- Friday Feature /
Carver Mead’s Physics
- Friday Blogger Bonus / McCain
v. Obama on Telecom
- Readings /
The Week / Anadigics, Peregrine and Skyworks
Gilder Telecosm Forum member (6/11/08): Have you looked
a Peregrine Semiconductor?
George Gilder, Gilder Telecosm Forum (6/12/08): Yes, Peregrine founder and CTO Ronald Reedy
was at Gilder/Forbes Telecosm 2008 on a panel with Bami Bastani of Anadigics (ANAD). After some 20 years
of arduous work with silicon on sapphire, Peregrine has come up with an awesome
front end antenna switch that Anadigics uses for its industry leading front end
modules.
The Peregrine switch has to shuffle and transmit to the antenna some four
frequency bands for GSM and WCDMA plus Bluetooth, WiFi and GPS in conjunction
with all the different modulation schemes. Being a CMOS device on a sapphire
insulator, Peregrine can add all the decoders and drivers on a chip that is 50%
smaller than Gallium Arsenide rivals from Skyworks and RF Micro et al.
The long term issue was whether the entire handset front end, including the
linear power amps at the heart of ANAD's business, can be integrated on a
CMOS-on-sapphire chip from Peregrine. This seems extremely unlikely in the
reasonably foreseeable future. Handset front ends are becoming more complicated
and exacting more rapidly than the variety of heterojunction technologies are
being homogenized, let alone integrated. Each WCDMA or LTE (long term evolution)
or CDMA2K band requires a separate power amp and it is an exquisitely exacting technology.
Qualcomm allegedly counseled Anadigics to produce modules containing the best
of breed of devices, combining the uniquely linear and low power and high
efficiency Anadigics power amps with the formidable Peregrine antenna switch.
At Telecosm, Bastani argued that for integration of the power amps some 42
parameters have to be met and the CMOS and sapphire people are nowhere near. But
Peregrine has not given up….
Will Peregrine directly with Anadigics? Read on: http://www.gildertech.com/
Gilder Telecosm Forum member (6/11/08): Care
to comment on ANAD’s apparently increased competitive threat from Skyworks?
Read George Gilder’s response (and that of Next Inning Technology
Research writer Paul McWilliams) by visiting http://www.gildertech.com/ and becoming a Gilder Telecosm Forum
member today.
|
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. |
Friday Feature / Carver Mead’s Physics
Scott Lemon, the.Inevitable.org blog (6/09/08): The wrap-up of
the Gilder Telecosm conference is always one of my favorite presentations. For
the last number of years, it has always been Carver Mead speaking … and he is
an incredible man. It’s not only his accomplishments, but his presentation
itself … his presence … his speech … his wisdom.
Some of his work includes the foundation technology behind Foveon, “a world
innovator in the design and development of image sensors and image capture
systems for a wide range of digital capture products.” If you aren’t
familiar with his company, you can read about the Foveon technology … it is amazing,
and well know to extreme photographers. In additional this year another company
with his involvement Audience presented here … creating sound processing
silicon modeled after the human ear and brain.
Part of the introductory
presentation was by Louisa Gilder, who wrote the book The Age of
Entanglement: When Quantum Physics Was Reborn. She gave a brief history of
the debates that go back to the 1930’s about quantum theories, and the various
experiments up through the work of John Bell.
Carver was introduced by
Lloyd Watts, Chairman and Chief Executive Officer of Audience. Lloyd had been a
student of Carver’s at CalTech. He did a wonderful introduction and thanked
Carver for the impact that Carver has had on so many people’s lives….
Check out Scott’s blog:
http://the.inevitable.org/anism/2008/06/09/3813/
George Gilder, Gilder Telecosm Forum
(6/10/08): In appraising Carver's
physics, I always remind myself that more than any academic physicist of any
previous era or any other physicist of this era, Carver has been conducting
experiments at the quantum level all his career. Unlike most experiments, which
merely have to yield binary outcomes or measurement data, Carver's physical
insights have faced the test of embodiment in electronic devices that must work
and endure in the world. In the course of his experience, which he described in
his talk, he gained a unique intuitive grasp of the quantum domain.
In the early 1960s, Carver, with Nobel Laureate Leo Esaki whom he tried to
bring to Caltech, was one of the few scientists exploring the phenomenon of
quantum tunnelling, which Mead identified as purely an phenomenon of collective
wave dynamics, unlike most researchers who spoke of tunneling as a reflection
of the "statistical likelihood" of an electron (particle) penetrating
or surmounting a potential barrier. His insight on tunneling explains his
further insight on entanglement.
Distorting physical analysis for the last century has been the concept of the
particle inherited from Newton and previous physicists who defined their field
as the science of particles. Continuing this legacy, high energy physics then
embarked on the pursuit of ever smaller particulate phenomena, from mesons to
quarks, that were accessible only through bombardment of the nucleus in
cyclotrons and supercolliders.
This data is all dominated by the apparatus designed to acquire it. Carver
believes that electrons and photons manifest their truest reality at low energies
devoid of thermodynamic distortion, with its arrow of time and entropy. So for
several decades Carver has been examining matter at cryogenic temperatures
where time moves in both directions and quantum entanglement can be explained
as an ordinary wave phenomenon. He explains this belief, with mathematical
precision, in his book Collective Electrodynamics, which shows that
quantum theory is not restricted to subatomic phenomena but entails
entanglement, 12 foot electron waves, and other macro quantum manifestations.
Entanglement is merely and amazingly a manifestation of the wave nature of a
unified universe which below the thermodynamic realms in which we live in
directional time affords an eternal domain, beyond conventional time and space.
The significance of entanglement is the experimental demonstration of the
existence of this realm.
To join in the discussion with
George Gilder and the Gilder Telecosm Forum members, visit http://www.gildertech.com/ and become a Forum member today.
__________________________________________
Friday Blogger Bonus /
George Gilder, Gilder Telecosm Forum (6/10/08): Surprisingly, Cisco has the lowest traffic estimates.
Joe Weinman, the AT&T guru,
estimated a rate of growth of 60%, confirming Bret Swanson and myself. Johna Till
Johnson of Nemertes Research, which
for my money has done the best recent studies in the field, estimates a faster
growth rate based on supply side measures. She points out that the cost of
inadequate bandwidth is forgone business opportunities on the edge of the
network. "If you don't build it, they definitely will not come."
Andrew Odlyzko's evidence of sixfold greater traffic density in Asia
(citing Hong Kong and Korea) confirms these opportunity costs of slow and
costly Internet deployment here. Lane Patterson of Equinix, however, stressed that the environments were not
comparable. It is much more costly to lay out fiber across US mountains, plains
and even suburbs than across a Korean or Chinese city.
Odlyzko did point out that although traffic per capita in Korea and Hong Kong
is six times US per capita traffic, in Hong Kong growth has slowed to 11%. If
we increase our traffic six fold, I would expect our growth rate to slow. As I
have said for nearly twenty years, the key is moving what we call TV to the net
through IPTV and other technologies and developing other ways for carriers to
charge for bandwidth.
Charging for bandwidth means thwarting Network Neutrality rules that Obama supports
and McCain opposes--one of the many important differences between these two
candidates. McCain is actually a telecom expert while Obama responds to
anti-capitalist slogans.
The general position of the left on Telecom is to support something called competition,
as long as no one is allowed to win or make any money (profit).
Read on: http://www.gildertech.com/
__________________________________________
Readings /
Ken Fisher: A Stock for Eco-Nuts
http://www.forbes.com/business/forbes/2008/0616/154.html
Yahoo Enters Google Ad Pact
http://online.wsj.com/article/SB121335688326971393.html?mod=hpp_us_whats_news
Qualcomm is Upbeat
http://online.wsj.com/public/article/SB121328048093467961.html?mod=2_1571_leftbox
South Korea Pushes Mobile Broadband
http://www.spectrum.ieee.org/sep05/1423
Doubling Laptop Battery Life
http://www.technologyreview.com/Infotech/20901/?a=f
An eBay of Offshoring Healthcare
http://blogs.spectrum.ieee.org/tech_talk/2008/06/an_ebay_for_offshoring_healthc.html
__________________________________________
Friday Letter Editor: Mary Collins George / mcollins@gilder.com
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