Sunday, 24 February 2008

2005_03_01_archive



Toward Biological Computers

I wrote about biological-based computers in my book, Quantum

Investing. Seems like researchers at Technion have made some

remarkable advances recently.

"Technion scientists have developed a biological computer, composed

entirely of DNA molecules and enzymes constructed on a gold-coated

chip. This new computer represents a significant improvement over the

original computer reported three years ago in a joint paper by Prof.

Ehud Keinan of the Technion and a group from the Weizmann Institute of

Science, which included Yaakov Benenson, Prof. Ehud Shapiro and Prof.

Zvi Livneh. The Technion researchers succeeded in increasing the level

of complexity of their computer. Whereas the original computer could

accept up to 765 different programs, the new computer can accept as

many as 1 billion programs. This increase represents a dramatic

advance in terms of the potential mathematical operations and

complexity of problems that may be solved using a biological computer.

The results are published this week in the Journal of the American

Chemical Society."

I have little doubt that the Microsofts and Intels of the future will

have biological roots in their technologies. Those that don't simply

won't be around for very long.

posted by Steve Waite @ 4:16 PM 3 comments

Printing in the 21st Century

Speaking of self-replication...

"A self-replicating 3D printer that spawns new, improved versions of

itself is in development at the University of Bath in the UK. The

'self

replicating rapid prototyper' or RepRap could vastly reduce the cost

of

3Dprinters, paving the way for a future where broken objects and spare

parts are simply 're-printed' at home. New and unique objects could

also

be created. 3D printing - also known as 'rapid prototyping' -

transforms a

blueprint on a computer into a real object by building up a succession

of layers. The material is bonded by either fusing it with a laser or

by

using alternating layers of glue."

Sounds like science fiction doesn't it? Then again, we are in the 21st

Century folks!

posted by Steve Waite @ 3:47 PM 5 comments

Me and My Ric Posted by Hello

posted by Steve Waite @ 3:16 PM 1 comments

Meet the New Ma Bell

Folks that work with me regularly know that I'm a huge fan of a

revolutionary communications company called Skype. For years, I've

been telling anybody that would listen that the communications

industry would experience a gale of creative destruction as the

Internet and World Wide Web evolved.

While it may seem that the communications industry already has been

disrupted by new technologies, in reality the wave of creative

destruction has just begun. Skype is one of the companies that has

potential to relegate many of incumbent operators to the telecom

graveyard.

The Luxembourg-based startup has so far signed up 29 million

registered users for its free Net phone calling software--a unique

version of voice over Internet Protocol, or VoIP--making it one of the

fastest-growing services on the Net. Now the company aims to generate

profits by offering paid services that promise to make its Net-only

product significantly more useful to consumers--and potentially more

lethal to traditional phone providers.

Last week, Skype quietly unveiled test versions of two new paid

products--voice mail and a service dubbed SkypeIn that lets

subscribers obtain ordinary telephone numbers. SkypeIn represents a

potential watershed, since it will enable Skype subscribers for the

first time to receive incoming calls from the hundreds of millions of

people who still use traditional phone services. Additionally, Skype

is working with equipment makers to develop hardware that will connect

conventional phones to its free software and paid services. German

giant Siemens, for one, has already released a Skype adapter for

cordless phones in Europe. New devices are expected soon in the United

States, from companies including Vtech and iMate, that will let people

make Skype calls using an ordinary handset, rather than a PC.

Needless to say, Skype's efforts to bridge the Internet and the

traditional phone network could pose a major headache for traditional

phone companies and other VoIP upstarts alike in the months ahead.

posted by Steve Waite @ 1:08 PM 8 comments

Beyond Price Competition

Many security analysts on Wall Street are fond of focusing on price

competition when analyzing companies and industries. While it is

useful to think about prices, Schumpeter believed that the competition

that really matters in not price competition among a large number of

firms producing a homogeneous product. Rather, it is:

"the competition form the new commodity, the new technology, the new

source of supply, the new type of organization -- competition which

commands a decisive cost or quality advantage and which strikes not at

the margins of the profits and the outputs of the existing firms but

at their foundations and their very lives."

The nanotechnology revolution will usher in an entirely new way of

manufacturing products -- one that will envolve creating new products

molecule by molecule using self assembly techniques that have never

existed before. Schumpeter's thoughts on the kind of competition that

drives the capitalist process should be kept in mind as the

nanotechnology revolution accelerates.

posted by Steve Waite @ 12:31 PM 0 comments

Welcome

In my book, Quantum Investing, I noted that as the pace of

technological innovation continues to accelerate, there would be an

enormous amount of what economist Joseph Schumpeter called creative

destruction in the global economy. The nanotechnology revolution is

still in an early stage of evolution, but I believe it has the

potential to bring about a gale of creative destruction during the

next decade and beyond. Other quantum-based technologies will also

play an important role in altering the business landscape. This


No comments: