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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 304.0/July 27,
2007
SIGN-UP A FRIEND FOR FREE!
HEADLINES:
- The
Week / Gilder: Digital Fountain Excelsior
- Friday Feature / Gilder:
Putting for Winners
- Friday Blogger Bonus / Seagate’s Path Out of the Forest
- Readings /
|
Gilder/Forbes
Telecosm 2007 CONFERENCE Register at a discount rate online today: www.Telecosm.info
|
The
Week / Digital Fountain Excelsior
HEADLINE: IEEE Names
Michael Luby and Amin Shokrollahi as Recipients of 2007 Eric E. Sumner Award (http://www.digitalfountain.com/entry.asp?PageID=293)
George Gilder, Gilder Telecosm Forum (7/21/07): Digital Fountain
"raptor codes" enable reception of packets in any order at any time
without degradation of the total download or stream, so software packets,
movies, or other files can be downloaded without any concern for starting at
the beginning of the file. With all packets contributing equally to the file
like hologram pixels, any random assemblage will suffice to recreate the
transmission provided the necessary number of packets plus 2 percent overhead
is collected.
A software patch or antivirus, for example, can be dispatched in one
stream and received by all recipients, rather than entailing a separate link
for each download. Any collection of packets will compose a perfect file. These
codes also allow perfect streaming. This is the standard for DVH (the GSM video
download system) that probably makes DVH better than Qualcomm's
MediaFlo. It is also that standard for Japanese cable TV, among others. (Caveat:
I was the first outside investor in this company.)
Nick Tredennick Gilder Telecosm Forum (7/21/07): I like Digital Fountain. I have visited with company
representatives, including the CTO, several times in attempting to encourage
military applications.
My simple view of Digital Fountain comes from the company's name. You
stick your cup into the bit stream (fountain) and when it's full, you have the
message. One way of looking at the algorithm is to view it as the extreme error
spreading code. Each packet contains an error-spread representation of the
entire message. The receiver need collect only the number of packets required
for the message plus the number required for the spreading overhead. Any
packets, any order. All receivers are guaranteed to get the message eventually.
Visit http://www.gildertech.com/ today to become
a GILDER TELECOSM
FORUM member and trade investment ideas with George Gilder, Nick
Tredennick, and the GTF members.
|
The Gilder
Telecosm Forum |
Friday Feature / Putting for Winners
George Gilder, Gilder Telecosm Forum (7/25/07): Peeking through the hedges and around the topiary, I will
nine iron a noggin from out of deep silicon.
Hark, my brother points out, and I confirm, that DirectPC has been
swamped by YouTube videos and has begun a job action slowdown. They show
you the first few seconds and then shut you down. You growl and try again. Your
email doesn't come up ("your connection is unusually slow," says Google
(GOOG); "you might try the HTML version"). The collapse of the only
reliable rural bandwidth source is a portent. The exaflood has begun.
Remember: When the exaflood hits the telecosm, the telecosm turns green
and you can virtually putt for winners.
As I fumble with my satellite connection, let's contemplate the
bottlenecks and the critical path enablers ….
To read what George has to say about Anadigics (ANAD), Corning
(GLW), Micron (MU), Foveon, Semitool (SMTL), ATI, AMD,
TowerStream (TWER), KeyOn, Nvidia, EzChip (LNOP), Sigma
Designs (SIGM), Seagate (STX), FormFactor (FORM), Hittite
(HITT), NetLogic (NETL), Broadwing (BWNG), Level3 (LVLT), Cogent (CCOI), and Energy
conversion Devices (ENER) become a GILDER TELECOSM
FORUM member and read George’s complete posts.
Visit: http://www.gildertech.com/ today.
_____________________________
Friday Blogger Bonus / Seagate’s Path Out of the Forest
Erika
Brown, Forbes.com (8/13/07): The
glad-to-be-geeky engineers at Seagate Technology (STX) have spent years happily
churning out millions of cheap disk drives, aiming their commodity at other
engineers--those at the world's major computer makers. But the disk drive
market is racked by lethal price competition and faces a longer-term threat:
the rise of flash memory chips. So Seagate now must woo an utterly different
client: the digital consumer.
"Those who continue to live by the sword will get killed by a guy with a gun," says William Watkins, chief executive of Seagate (annual sales: $11.4 billion), explaining his effort to remake the world's largest drivemaker into an emotive, touchy-feely consumer company.
And so it was that James Druckrey, a recent Seagate recruit from Gibson Guitar, teamed up with turtlenecked artistes at Frog Design to create a sleek new look for a line of back-up drives aimed at admen and other creative professionals. The result: a thin, upright anodized aluminum case in a dark color called "espresso," with a yellow light called "amber" that wraps around the drive's edge and pulses when turned on
Druckrey
tried to translate the concept to befuddled Seagate scientists and suits.
Read Erika Brown’s complete article:
http://members.forbes.com/forbes/2007/0813/092.html
__________________________________________
Readings /
How Sharp Keeps Its Biggest LCD Plant Under Wraps
http://blogs.spectrum.ieee.org/tech_talk/2007/07/how_sharp_keeps_its_biggest_lc.html
Staying
Plugged in at 30,000 Feet
http://www.forbes.com/technology/2007/07/05/travel-flying-business-forbeslife-cx_lk_0706biztravel_slide.html
The
Risk Factor: The Downfall of RFID?
http://blogs.spectrum.ieee.org/riskfactor/2007/07/rfid_technology_a_techncial_bl.html
Regulators in
Europe Accuse Intel of Violating Antitrust Laws
http://www.nytimes.com/2007/07/27/business/worldbusiness/27chip.html?_r=1&ref=technology&oref=slogin
The Weekly
GTI
http://www.gtindex.com/
__________________________________________
FRIDAY LETTER STAFF
Editor: Mary Collins George / mcollins@gilder.com
Research: Sandy Fleischmann / sfleischmann@gilder.com
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