__________________________________________________

  THE FRIDAY LETTER 

(e-mailed weekly, from Gilder Publishing,
for friends and subscribers)

__________________________________________________


 | http://www.gilder.com/ | Issue 208.0/July 8, 2005

SIGN-UP A FRIEND FOR FREE!
Click here to add a friend to our Friday Letter mailing list

 

HEADLINES:

The Week / Steve Forbes: Asinine Way to Treat Ultimate Asset

Friday Feature / Steve Jobs: You've Got to Find What You Love
Friday Bonus / Larry
Kudlow: Schumer’s Position Is Smoot

Readings /


The Week /
Asinine Way to Treat Ultimate Asset: People
‾‾‾‾‾‾‾‾‾‾‾‾‾
Steve Forbes (7/4/05):
The Bush administration is doing the economy long-term harm by not reforming our post-9/11 immigration and visa policies. No one is arguing about the mortal necessity of tightening our screening procedures. But it defies belief that this, the most technologically advanced of nations, can't come up with software and hardware to expeditiously assist in determining who should and should not gain entrée. 

Alarmingly, foreign students are increasingly turning to non-U.S. universities. Australia, Canada and other nations have been effectively luring these students by assuring them that if they qualify, they won't have to undergo repeated, humiliating hassles at their borders. By contrast, foreign students now in the U.S. know that when they go home for summer vacation or holidays, their probability of returning to school is no sure thing. 

Our high-tech companies are vitally dependent on immigrant brainpower. Our schools are not turning out the numbers of American scientists and technologists that we so badly need. In years past most foreign-born graduate students remained in the U.S. after completing their studies. Now they are in a minority--a declining one at that.

Technology guru George Gilder has not-so-facetiously suggested that when overseas graduate students complete their studies here, green cards should be embossed on their diplomas.

We are gratuitously hurting ourselves--competitively and diplomatically--at a time when South Korea, India, China and others are rapidly ramping up their high-tech efforts to surpass the U.S.


Read the Complete Article by Steve Forbes:

http://www.forbes.com/home/opinions/free_forbes/2005/0704/031.html

Hear more from Steve Forbes and George Gilder when they co-host the 9th Annual Gilder/Forbes Telecosm Conference: TELECOSM 2005, Sept. 26 – Sept. 28, in Lake Tahoe.
Register Today:
http://www.telecosmconference.com/


The 9th Annual Gilder/Forbes Telecosm Conference
TELECOSM 2005:
The Singularity is Here

September 26 – 28, 2005 | The Resort at Squaw Creek, Lake Tahoe


FRIDAY LETTER READERS REGISTER NOW & SAVE!!
 http://www.gildertech.com/public/Telecosm2005/Registration.htm

 

JUST ADDED …
Telecosm After Hours: speaker book signing & fireside chat (see agenda)

PLUS
Carver Mead on Science and Society
Steve Forbes’s
Survey of the World Economy
John Rutledge on the Re-awakening of China and Asia
Ray Kurzweil on Computers Superseding Human Intelligence
Paul McWilliam with Unbiased Semiconductor Investment Analysis

George Gilder on the Teleputer Revolution & the Future of Wireless
Andy Kessler’s Slightly Irreverent History of Technology& Markets

NOT TO MENTION …
Investing in the Nanocosm | Medical and Bio-technology Investing | Net Processors
How to Make Money in Voice-over-IP | Digital vs. Analog Power Management
The Copper Revolution | The Last Mile | What's New in Analog? | The Soul of Silicon
Software & Embedded Systems for Mobile Devices | Trusted Computing | Displays & Imaging

 

View the Complete Agenda:

http://www.gildertech.com/public/Telecosm2005/Agenda.htm


Friday Feature / You've Got to Find What You Love
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
Excerpted from the Stanford University
commencement address by Steve Jobs:  I was lucky – I found what I loved to do early in life. Woz and I started Apple in my parents garage when I was 20. We worked hard, and in 10 years Apple had grown from just the two of us in a garage into a $2 billion company with over 4000 employees. We had just released our finest creation - the Macintosh - a year earlier, and I had just turned 30. And then I got fired. How can you get fired from a company you started? Well, as Apple grew we hired someone who I thought was very talented to run the company with me, and for the first year or so things went well. But then our visions of the future began to diverge and eventually we had a falling out. When we did, our Board of Directors sided with him. So at 30 I was out. And very publicly out. What had been the focus of my entire adult life was gone, and it was devastating.

I really didn't know what to do for a few months. I felt that I had let the previous generation of entrepreneurs down - that I had dropped the baton as it was being passed to me. I met with David Packard and Bob Noyce and tried to apologize for screwing up so badly. I was a very public failure, and I even thought about running away from the valley. But something slowly began to dawn on me – I still loved what I did. The turn of events at Apple had not changed that one bit. I had been rejected, but I was still in love. And so I decided to start over.

I didn't see it then, but it turned out that getting fired from Apple was the best thing that could have ever happened to me. The heaviness of being successful was replaced by the lightness of being a beginner again, less sure about everything. It freed me to enter one of the most creative periods of my life.

During the next five years, I started a company named NeXT, another company named Pixar, and fell in love with an amazing woman who would become my wife. Pixar went on to create the worlds first computer animated feature film, Toy Story, and is now the most successful animation studio in the world. In a remarkable turn of events, Apple bought NeXT, I retuned to Apple, and the technology we developed at NeXT is at the heart of Apple's current renaissance. And Laurene and I have a wonderful family together.

I'm pretty sure none of this would have happened if I hadn't been fired from Apple. It was awful tasting medicine, but I guess the patient needed it. Sometimes life hits you in the head with a brick. Don't lose faith. I'm convinced that the only thing that kept me going was that I loved what I did. You've got to find what you love. And that is as true for your work as it is for your lovers. Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all matters of the heart, you'll know when you find it. And, like any great relationship, it just gets better and better as the years roll on. So keep looking until you find it. Don't settle.

Read Steve Jobs’ Complete Address:
http://news-service.stanford.edu/news/2005/june15/jobs-061505.html



THE TECH PORTFOLIO THAT GAINED 136.1% IN THE LAST TWO YEARS …

 

The Gilder Technology Report is about technology, not the short-term gyrations of the stock market.  In the long-run technology and entrepreneurship are the only sources of economic growth.

With economic fundamentals improving -- indeed surging -- investors need the latest analysis on China’s re-awakening, semiconductors, 3D chips, wireless, digital storage, software, MEMS, RFID, power management, and bio- and nanotechnology.


To realize long-term gains from today's volatile
technology sector, you need to arm yourself with the facts and information to separate tomorrow's winners from the many sure losers.
 Don't get left behind. SUBSCRIBE to the GILDER TECHNOLOGY REPORT TODAY!

 

 


Friday Bonus / Kudlow: Schumer’s Position Is Smoot
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
Larry Kudlow:
It’s no secret that I’ve been hounding senators Chuck Schumer and Lindsey Graham over their China-bashing trade legislation. How could a supply-sider do otherwise? This protectionist duo should be compared to the late congressmen Smoot and Hawley, as their bill echoes the catastrophic tariff legislation that set off the stock market crash and Great Depression of decades ago.

Read Larry Kudlow’s Complete Article:
http://www.nationalreview.com/kudlow/kudlow200507011309.asp

 

Related Reading:
Some Link, Others Manipulate
http://www.nationalreview.com/nrof_nugent/nugent200507070911.asp

June Hiring Up, Unemployment Rate Drops
http://www.forbes.com/home/feeds/ap/2005/07/08/ap2129849.html

 

Forbes/Wolfe Nanotech Report

Nanotech is Hot…But Don’t Get Burned:
  Nanotechnology is changing the world and creating an investing opportunity of a lifetime.  We highlighted one company at $1.60 and it is now up over $17…and our Nanosphere portfolio is up over 90% since Mar. 2002. But beware of the hype! The Forbes/Wolfe Nanotech Report separates the true leaders from the overpriced.

 

Start your subscription today and immediately download our latest report ‘5 Biggest Profit Takers of the Nanotech Revolution’ and get the 5 stocks that every nanotech investor should be buying right now. Click Here For More Info

 


Readings /
‾‾‾‾‾‾‾‾‾‾‾‾
Nanotubes  Inspire New Technique For Healing Broken Bones
http://www.eurekalert.org/pub_releases/2005-07/acs-nin070705.php

Rich Karlgaard’s list of favorites at
http://www.forbes.com/business/forbes/2005/0725/041.html

Google Invests in Fast Net Provider

http://www.siliconvalley.com/mld/siliconvalley/12085301.htm

 

Freescale Talks UWB
http://www.reed-electronics.com/electronicnews/article/CA623362&nid=2342&rid=#reg_visitor_id_10#

 

Surviving The Digital TV Shift
http://www.wired.com/news/digiwood/0,1412,68091,00.html

 

Qualcomm Says Broadcom Suit Has No Merit
http://www.eetimes.com/showArticle.jhtml?articleID=165700116

 

Nokia Upbeat On CDMA In China
http://redherring.com/Article.aspx?a=12655&hed=Nokia%20Upbeat%20on%20CDMA%20in%20China%20&sector=Regions&subsector=Asia

 

WiMax: A Spec Divided
http://www.unstrung.com/document.asp?doc_id=76862&WT.svl=news2_1

 

Near-Field Optics Could Store Up To 150 Gbytes

http://www.eet.com/news/latest/showArticle.jhtml?articleID=165700450

 

Impoverished Policy
http://www.techcentralstation.com/070605A.html

Theodore Olsen and Edith Jones
http://www.taemag.com/issues/articleID.18525/article_detail.asp

 

London Calling
http://www.aei.org/publications/pubID.22811/pub_detail.asp

_______________________________________________

SIGN-UP A FRIEND FOR FREE!
Click here to add a friend to our Friday Letter mailing list.
_______________________________________________

FRIDAY LETTER STAFF

‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾

Mary Collins / mcollins@gilder.com

Sandy Fleischmann / sfleischmann@gilder.com

 

ADVERTISING INFORMATION

‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾

The Friday Letter is mailed each week to more than 150,000-plus subscribers and friends of Gilder Publishing, including industry leaders, financial professionals and individual investors. For information about advertising, contact Mary Collins at mcollins@gilder.com

PLEASE NOTE: The appearance of an advertisement in the Friday Letter does not indicate an endorsement for the product and/or service by George Gilder, Gilder Publishing LLC, or the Friday Letter staff.

 

FEEDBACK AND PROBLEMS

‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾

Send letters to the editor to Fridayletter@gilder.com 

For technical problems, please e-mail Fridayhelp@gilder.com 

 

MAILING ADDRESS

‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾

Gilder Publishing, LLC

ATTN: Friday Letter

291A Main Street

Great Barrington, MA 01230

_______________________________________________

The Friday Letter is published weekly for subscribers and friends of Gilder Publishing. If someone you know would enjoy it, please feel free to forward a copy.

 

Gilder Publishing makes the Friday Letter available for free. To help defray some of the costs of producing this information on a weekly basis, we will from time to time be sending you offers from companies we think you'll be interested in. These offers will not come more than once a week. If you do not wish to receive this related information, please opt out of this process at the link below and we will not share your name with companies outside of Gilder Publishing.

 

http://www.gilder.com/unsubscribe/specialproducts.php

 

To SUBSCRIBE please visit http://www.gilder.com/

To UNSUBSCRIBE please go to http://www.gilder.com/fridayletter/unsubscribe.php

 

Trouble subscribing or unsubscribing?

Email info@gilder.com

_______________________________________________

Copyright 2005 Gilder Publishing LLC