Conference miscellaneous:
* private company with more users than Yahoo:
napster.com
* Tensilica, challenging INTC with cheap processors:
tensilica.com
* Start-up mentioned by Vinod Khosla:
broadbandoffice.net
* Random stats: exhibits sold-out at 475; 10,000 registered attendees with 5,000 more expected on-site; technology spending is now 45% of GDP; with bandwidth, when prices drop 2X, revenues increase 2.5X.
* Random quotes: so far broadband predictions have been wrong --- hype is under-hype, not over; network core will be routed, not switched; raw material --- bandwidth --- doubling every 9 months; in terms of growth (pointing to hockey-stick chart), we are milliseconds into the curve.
* Between the lines at SDL: will acquire technologies not just to expand capabilities (passives, for example) but to secure sources; will acquire according to long-range goals --- where they see the industry going and where they see themselves in the process; RAMAN modules, no one else in the industry has certified products, SDL is the leader; hiring every day, growing at rapid rate; expanding public relations to gain brand/product awareness; have all the business they can handle --- not worried about anyone taking business away --- keeping alert to future.
* General impression: management is focused, securing technology with laser-precision, looking ahead so they will be where the industry is going; enormous pride among employees in being part of a quality organization with excellent leadership; management is competitive, will be second to none.
That's it for now.
Pat |
