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- THE FRIDAY LETTER -
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from Gilder Publishing,
for friends and subscribers)
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| http://www.gilder.com/ | Issue 347.0/July 11,
2008
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HEADLINES:
- The Week / Eight FreedomFest Debates
- Friday Feature /
AT&T’s
Ed Amoroso on Net Security (interview)
- Friday Blogger Bonus / Ceradyne
Buying SemEquip
- Readings /
The
Week / Eight FreedomFest Debates
Eight
debates – including a Christopher Hitchens vs. Dinesh D'Souza bout over
religion and terrorism – headline this year's FreedomFest in Las Vegas, which
describes itself as the tradeshow for liberty and the world's largest gathering
of free minds.
The British journalist Hitchens, who calls himself an antitheist, is the author of the recent best-seller "God is Not Great," while D'Souza hit the charts with "What's So Great About Christianity?"
Their
topic Friday night at Bally's/Paris Resort is "War, Terrorism and
Geo-Political Crisis: Is Religion the Solution or the Problem?"
FreedomFest,
which runs tomorrow through Saturday at the Las Vegas venue, will feature
speakers such as Forbes CEO and former presidential candidate Steve Forbes,
Republican Rep. Ron Paul, Libertarian Party presidential candidate and former
congressman Bob Barr, CATO Institute Executive Vice President David Boaz, Wall
Street Journal writer and Club For Growth co-founder Stephen
Moore, ConservativeHQ.com President Richard Viguerie, Wharton professor Jeremy
Siegel, Habitat for Humanity founder Millard Fuller, historian William J.
Federer and Jihad Watch director Robert Spencer.
The
event, with a libertarian bent, which will be covered by WND, invites
strategizing and socializing around issues of
liberty and freedom in finance,
economics, science, technology, literature, conservation, art, film, health and
other areas.
Other debate topics include:
"Should We Adopt Single-Payer Universal Healthcare?"
with John Mackey, CEO of Whole Foods, and John Goodman, National Center for
Policy Analysis, vs. Michael Perlman, professor at University of
California-Chico, and David Himmelstein, associate professor of medicine
at Harvard Medical School.
"Islam: Radical or Peaceful" with Robert Spencer,
author of "The Truth about Muhammad," vs. Daniel Peterson, Brigham
Young University professor of Islamic Studies and Arabic language and author of
"Muhammad, a Prophet of God."
"Should the World Return to the Gold Standard?" Gene
Epstein of Barron's says, "Yes!" while Warren Coats, Chicago
economist and former IMF monetary official to Bosnia and the Middle East, says,
"No!"
"Fair Tax vs. Flat
Tax" with
David Tuerck, executive director of the Beacon Hill Institute and professor and
chairman of the Suffolk University Department of Economics, taking on Daniel J.
Mitchell, senior fellow with the Cato Institute and a top expert on tax reform
and supply-side tax policy.
"Is
There Scientific Evidence for Intelligent Design in Nature?" Stephen C.
Meyer, director and senior fellow of the Center for Science and Culture at the
Discovery Institute and George Gilder, senior fellow at Discovery Institute
where he directs Discovery's program on high technology and public policy, vs.
Michael Shermer, publisher of Skeptic magazine, and Ronald Bailey,
science correspondent for Reason magazine.
Learn more about
FreedomFest:
http://www.freedomfest.com/
|
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 / AT&T’s Ed Amoroso (interview)
Joab Jackson, Government Computer News,
(7/7/08):
GCN:
Why add intelligence to the network?
ED AMOROSO: In
the mid- 1990s, we watched business networking gradually move…onto the public
Internet. Every business, every federal agency had a connection to the
Internet. It wasn’t terribly mission-critical in those days. This is when the
firewall was introduced. You had your enterprise network. People had a pretty good
grasp of their largely private-line infrastructure. They had their set of
carriers that they dealt with. And they had an Internet connection with a
firewall. It felt very manageable. There wasn’t a great deal of complexity.
But over time, two things have happened: One is that the one
Internet connection became thousands and thousands of connections. And second,
that firewall has expanded to include intrusion-detection and -prevention
systems, antivirus and anti-spam measures, [Web page] filtering, and threat
management policies. Where is this all going?
We think the big mess that sits at every Internet gateway can
be virtualized. When I say virtualized, I mean it can be pushed out onto the
network.
In the late 1990s, the idea [of dumb networks] was made very
popular by writers like George Gilder in his book, “Telecosm.” Very influential
book. He argued that telecommunications equals physics and that really all you
need to do is roll out fiber and push all the work off to the edge. A lot of
people did that. So you [have] a very dumbed-down infrastructure in many
companies and a very intelligent edge.
Now we’re seeing a trend of embedding all these security functions into the
network. In fact, the entire [General Services Administration’s] Networx
[telecom contract vehicle] includes a good, healthy smattering of network-based
services, the most common being spam filtering.
Read the complete interview:
http://www.gcn.com/print/27_16/46577-1.html?page=3
__________________________________________
Friday Blogger Bonus / Ceradyne Buying SemEquip
Gilder
Telecosm Forum Member (7/9/08): Did you see that Ceradyne
is buying SemEquip for $25 million? Any idea how SemEquip fits Ceradyne'
ceramics business?
George Gilder (7/9/08): SemEquip
supplies critical chemicals (oxydecaborane, chiefly) that are used in
Ceradyne's materials. I hope that Ceradyne will continue the ion implant
business.
Read more posts by George Gilder and the Gilder Telecosm Forum members by
visiting http://www.gildertech.com/ and becoming a Gilder Telecosm Forum
member today.
__________________________________________
Readings /
Steve Forbes: The Fed Fiddles
http://www.forbes.com/business/global/2008/0721/013.html
AMD Faces More
ATI Charges
http://online.wsj.com/article/SB121579039301446119.html?mod=2_1571_topbox
Crowds Snap Up
New iPhone, But Some Face Activation Snags
http://online.wsj.com/article/SB121576268526245557.html?mod=hpp_us_whats_news
Examining Chinese Internet Censorship
http://www.technologyreview.com/blog/editors/22088/
Helio's Hard
Times
http://www.technologyreview.com/blog/editors/22092/
Comcast
loses: FCC head slams company's P2P filtering
http://arstechnica.com/news.ars/post/20080711-comcast-loses-fcc-head-slams-companys-p2p-filtering.html
__________________________________________
Friday Letter Editor: Mary Collins George / mcollins@gilder.com
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