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.