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 Qualcomm Over the Rainbow The Wall Street Journal 
What is on the other side of the paradigm? Beyond the up-spectrum rainbows, what do we do when the pots of gold overflow? Where do fiber surfers go when their wave comes in? Perhaps they eagerly await an IPO for Softcom, the coming Telecosm star that is attacking the telco establishment from a redoubt in Freemont, California, with an OC-48 (2.5 gigabit) transponder card on an ordinary PCI bus on your personal computer motherboard. [Full text] The Fiber Baron The Wall Street Journal The telephone companies' network is optimized for voice, which requires a small allotment of bandwidth for a long time (typically 64,000 bits per second for a few minutes). Over the past five years, the telco establishment in the U.S. and around the globe has invested tens of billions of dollars installing tens of millions of new voice lines. Thus they incarcerated their capital and personnel ever more inexorably in million-ton cages of copper wire. [Full text]
Don’t Crush Wireless Innovation The Wall Street Journal In the next few weeks the Federal Communications Commission will decide whether the U.S. telephone industry unleashes a new birth of competition, entrepreneurship and innovation. [Full text] The Battle Beyond Apple The Wall Street Journal Microsoft's osculatory investment of $150 million in Apple Computer obscures what is truly at stake at this momentous point in the history of information technology. The central conflict in economics is not the continuing war among companies, nations, or alliances for the share of existing markets. [Full text]
The Enduring Spirit of Enterprise Drexel Burnham Lambert 11th Annual Research Conference Carl Jung once said that physical ailments can be remedied, but diseases of the mind—psychic epidemics—are beyond all antidotes of doctors or statesmen. Our problem here is a psychic epidemic. The fact is, there is nothing wrong with the U.S. economy that couldn't be solved by turning a few thousand lawyers into engineers, or a few score Congressmen into potted plants. But U.S. economists seem to have contracted a dire mental illness—a psychic epidemic—that threatens the prosperity of the world. [Full text]
The Age of Intelligent Machines Gilder to Boston Computer Society 1986 The past 30 years have seen about a 10-million fold increase in the cost-effectiveness of computers. This is a radical and astonishing advance—but it conceals a strange fact: While computer efficiency has risen exponentially, computer architecture has scarcely changed at all since John von Nuemann first defined it in 1948. Most of the gains have come from cost-reducing old ideas improving the von Nuemann components—the memory chips and CPUs and connecting busses... [Full text] |
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