This is really an excellent conference. I am blogging only the sessions that I believe my readers have a direct interest in, but it should be noted that the many interesting sessions are in topics OUTSIDE of what this blog typically covers. I’ll try and summarize some of those events, and add some color to my experience here.
The Gilder Telecosm 2006 conference is punctuated by sponsor company presentations. This session had the CEOs of Luxtera and Finisar (FNSR) presenting, followed by moderator and audience Q&A. I was really looking forward to this discussion given the work I’ve done on SFP’s and Cisco.
I woke up in SFO at 4AM to make sure I could get to Tahoe in time for this debate. I’ve written extensively on Net Neutrality and stopped once I realized it was unresolvable.
Broadband Brawl: A Debate Over Net Neutrality
The Wall Street Journal published a biographical article (free till May 10th) on George Gilder, one of the chief exhalers that inflated the optical bubble of 1999.
I mentioned Gilder last week in my first post on Wintegra (WNTG). He has consistently spoken positively of a network processor company called EZ-Chip and the holding company LanOptics Ltd. (LNOP). His support for the company has been unwavering for years as he continues to predict an NPU revenue ramp for EZ-Chip 6 months into the future. I hope this isn’t because EZ-Chip is a leading sponsor of his annual Telecosm shindig. How about some introspection into why things aren’t working out as he projected?