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Gilder Telecosm 2007

I came away from my visit to last years Telecosm (see articles here) pleasantly surprised by the quality of the debate. I had a chance to share a few beers with George Gilder and talk about the future of NPU’s and of the industry in general. I found the conference superior to standard investment conferences as it has real debate and hard audience questions.

You can imagine my pleasant surprise when I was invited back this year as a panelist. I’ll be participating in a panel debating flexible vs. fixed silicon solutions in the network (agenda here).

Presenting companies that fall under the Nyquist market model: LNOP, ANAD, QCOM, Luxtera, INFN, EQNX, and several more TBD. More information including registration can be found here.

The conference is being held in upstate New York this fall and always draws a very interesting speaker list – last year Steve Forbes, Michael Milken, Carver Mead and John Rutledge all delivered stellar presentations. I went in last year with a slightly negative bias of Gilder and the ‘Gilder Priesthood’ and came away with a positive impression. You might change your mind too. Hope to see you there.


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  1. Hi,

    I enjoy reading your blog. This looks like a nice conference. Thanks for sharing. Good luck.


    Posted by Sajal | August 14, 2007, 4:34 PM
  2. I wonder if you would be kind enough to explain what you mean by “Nyquist market model.”

    Posted by Arthur | August 16, 2007, 8:23 PM
  3. They are a set of companies that comprise the investment space we follow.

    Posted by Andrew Schmitt | August 17, 2007, 7:36 AM
  4. * Have a good time! This sounds like great fun.
    * I’m green with envy ;-)

    Posted by iain | August 31, 2007, 5:40 PM