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-  THE FRIDAY LETTER  -

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for friends and subscribers)

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 | http://www.gilder.com/ | Issue 314.0/October 12, 2007

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HEADLINES:

-  The Week / EZchip Announces New Net Processors for Access Market
-  Friday Feature / Gilder: Lower Taxes Bring Higher Revenues
-  Friday Blogger Bonus / Steve Forbes: Remembering Jim Michaels
-  Readings /

 

Gilder/Forbes Telecosm 2007 IS NEXT WEEK IN LAKE GEORGE, NY
Hosted by George Gilder & Steve Forbes | October 16 – 18
The Sagamore Resort | Bolton Landing, New York

TELECOSM 2007 offers attendees the rare opportunity to network with the world’s leading engineers, entrepreneurs, investors, scientists and public policy decision makers to examine the technologies with the potential to disrupt our lives, business practices, and investment portfolios.

 

THIS IS YOUR LAST CHANCE TO REGISTER AT THE DISCOUNTED RATE.

Register online today: http://www.telecosmconference.com/

 

The Week / EZchip Announces New Net Processors for Access Market

10.12.07: EZchip Technologies Ltd. (a subsidiary of LanOptics Ltd), a fabless semiconductor company providing Ethernet network processors, today announced a new family of network processors targeting Ethernet Access applications. Several models of the network processors, named NPA, will be offered in 2008 with combinations of 100-Megabit, 1-Gigabit and 10-Gigabit Ethernet ports with an aggregate throughput of up to 10-Gigabits, at varying price points starting at under $100.

 

The NPA product family addresses the transition of carrier access from ATM/TDM based networks to Ethernet packet-based networks and the provisioning of triple-play services that command increased bandwidth and service guarantees to residential and business users. The addition of the NPA will round up EZchip's product offering to feature a series of Ethernet network processors for the carrier edge, metro and access markets, with throughputs ranging from 1-Gigabit to 100-Gigabits and a common architecture and software. EZchip will discuss the NPA next week, October 18, at the Gilder/Forbes Telecosm 2007 Conference in Lake George, NY.

Read the complete announcement:
http://money.cnn.com/news/newsfeeds/articles/prnewswire/UKTH05611102007-1.htm

Hear EZchip CEO Eli Fruchter speak at TELECOSM 2007, Register FOR TELECOSM ONLINE today: http://www.telecosmconference.com/

The Gilder Telecosm Forum

The next logical step in the evolution of the Gilder Technology Report (published by Gilder Publishing, LLC in association with Forbes Inc., 1996-2007), the Gilder Telecosm Forum is the web’s premier technology investment discussion 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 /
Lower Taxes Bring Higher Revenues

George Gilder, Gilder Telecosm Forum (10/9/07):
This Chait stuff (http://www.nytimes.com/2007/10/09/opinion/09chait.html) is marvelous for Republicans. He may actually persuade the Democrats to run on a platform of higher tax rates. Giuliani will have a ball.

In my view, by the way, it is obvious that lower tax rates bring higher revenues. I don't care what US "tenured economists" think. I don't care what "responsible analysts" say. The historical evidence is conclusive and new evidence is accumulating not only in the US, but in scores of countries around the globe. It is simply a matter of the price elasticity of demand. Any tax rate over 20 percent reduces a government's ability to spend.

The idea that top income tax rates of around 40 percent, federal and state combined, do not have a depressing impact on revenues is absurd. Rates between 30 and 40 percent make taxes the most significant factor in every corporate and personal investment decision. As a share of the US economy, taxes are currently about twice profits.

Today US tax rates are higher than rates in most rival economies and they are compounded by green mania tolls and regulations on energy.

To read more posts by George Gilder and the Gilder Telecosm Forum members, visit http://www.gildertech.com/ and log on today.
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Friday Blogger Bonus / Steve Forbes: Remembering Jim Michaels

Steve Forbes, Forbes.com (10.05.07): Early on in my career at FORBES, nearly 40 years ago, I submitted a story about a noted stock market guru to our legendarily tough editor, Jim Michaels. He quickly looked over the piece and smiled: "Good reporting. I like this." Near the end of the day I got back the edited version, which was half the length of the original and had been thoroughly reshaped. I ran to Michaels' office with a plaintive look on my face. Said he, "You may not like what I did, but our readers will." They did. And the story was sharper and better.

 

My experience was not unusual. Everyone, no matter how raw or experienced, got the same treatment; even a good story can be made better. Michaels profoundly believed that "readers do not have all the time in the world for your priceless prose. Get to the point. Quickly." As one former editor quipped, "Michaels could edit the Lord's Prayer down to six words and nobody would miss anything." (Alas, I know too well what he would do with this remembrance, which he would consider to be absurdly long and wordy.)

 

He had no tolerance for "on-the-one-hand, on-the-other-hand" kind of journalism. A story should have a firm conclusion. Why else bother the reader? And even the short ones should be something of a morality tale, leaving the reader feeling that there's a useful lesson to be learned.

When Jim joined FORBES in 1954, this magazine was, to put it charitably, second-tier.

 

Moreover, business journalism itself was a backwater, a place where publications dumped their drunks and burned-out sportswriters. Today business, finance and economics are front-page stuff.

 

Jim could never understand that disdainful attitude toward business and entrepreneurial capitalism. To him they were infinitely more fascinating than politics or sports. What people in business did mattered. If entrepreneurs were discouraged, no progress was possible, no matter how activist the government….

 

Read on:
http://members.forbes.com/forbes/2007/1029/023.html

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Readings /

Weekly GTI Index
http://www.gtindex.com/

ANADIGICS President and CEO to Speak at Gilder/Forbes Telecosm Conference

http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/10-08-2007/0004677746&EDATE=

What’s Tax “Fairness”

http://www.investors.com/editorial/editorialcontent.asp?secid=1501&status=article&id=276821557506429

 

Guns and Butter: A Primer

http://www.investors.com/editorial/editorialcontent.asp?secid=1501&status=article&id=276820022260866

 

Three Out Of Four U.S. Consumers Have High Hopes For A Digital Holiday
http://www.eetimes.com/showArticle.jhtml?articleID=202400863

 

Applied Materials Sees 25% to 30% Growth In Solar Market

http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=202401992
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FRIDAY LETTER STAFF

Editor: Mary Collins George / mcollins@gilder.com

Research: Sandy Fleischmann / sfleischmann@gilder.com

 

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