SNS: ChinaPan

The STRATEGIC NEWS SERVICE

N E W S L E T T E R

 

 

The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.

 

SNS Subscriber Edition Volume 13, Issue 16 Week of April 19, 2010

 

***SNS***

ChinaPan

 

 

 

In This Issue

 

 

Feature:

ChinaPan

 

 What China Does for Japan

 What Japan Does for China

 What ChinaPan Means

for the World

 

Quotes of the Week

 

Upgrades

 

 Apple Numbers

 

Ethermail

 

Upcoming SNS Events & Media Links

 

In Other House News…

 

New Members’ Welcome

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

Where’s Mark?

 

I would love to get to FiRe, even if it does sound so intellectually intimidating. :)
 
“I have been a subscriber now for over nine years, and I love every issue. I love the style, the tone, and the content. I don’t know how you do it week in and week out, but you do -- and I am glad.

“Thank you. I appreciate your help and the insights your newsletter continues to provide me and my team.
 
Regards,

 

B. Marc Averitt, Director, Strategic Business Development, Intel Corp.
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SNS Members: Please note our change of address in emails to you, and add it to your whitelists and address books: newsletter@stratnews.com. Members can still reach me directly at mark@stratnews.com; the only change is that now I will have the use of my computer the day after we publish.

 

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Join us for the 8th Annual

 

Future in Review (FiRe) 2010 Conference

 

May 11-14, at Terranea, Palos Verdes

 

 “The best technology conference in the world.”

                   – The Economist

 

   www.futureinreview.com

 

 

 

Among The Best, Looking Forward:

 

“The Complex World of Emerging Platforms, from Cloud to Phone”: A Centerpiece Conversation with Ray Ozzie, Chief Software Architect and CTO, Microsoft: hosted by Mark Anderson.

 

AND Centerpiece Conversations between Mark and

 

Jen-Hsun Huang, CEO, NVIDIA; and

 

Paul Jacobs, CEO, Qualcomm

 

“Is the Network Ready for Cloud Computing?”: A panel with Glenn Dasmalchi, Tech Chief of Staff, Office of the CTO, Cisco Systems; Lew Tucker, former Cloud CTO, Cloud Computing, Sun Microsystems; Mark Thiele, VP Data Center Strategy, ServiceMesh; Yousef Khalidi, Distinguished Engineer, Windows Azure, Microsoft; and Richard Kagan, EVP/GM, Orchestration Systems BU, Infoblox; hosted by Greg Ness, Vice President, Infoblox

 

“Peak Water,” with Wendy Pabich, President, Water Futures Inc., and film producer, Patagonia: Ice to Ocean;

 

“CyberWar: Today and Tomorrow,” with Joseph Menn, author, Fatal System Error, and cyber warrior and protagonist Bartlett Lyon;

 

Climate Refugees: A first look at this Sundance film, with director and producer Michael P. Nash and executive producer Stephen Nemeth (don’t forget, last year’s FiRe Film The Cove, by Louie Psihoyos, just received the Academy Award for Best Documentary);

 

“Scaling Alternative Energy”: An Opening Night talk by world expert Nathan Lewis, George L. Argyros Professor of Chemistry, Caltech; and

 

“Sustainable Housing”: Real and proposed sustainable dwellings, with Robert Bornn, Founder, BuildingCircles Organization; and Hank Louis, Founder and Director, DesignBuildBluff, College of Architecture + Planning, University of Utah; hosted by Mark Foster, Partner, ZGF Architects.

 

 

This year’s theme: Emerging Platforms”: Handhelds, Smartphones, Media Players, Pads, e-Books, Netbooks, Smartbooks, and (Repairing) the Cloud.

 

Participants and Speakers include (but are not limited to):

 

“Technology and Entertainment: Hollywood’s Future”: A panel with Max Howard, President, Exodus Film Group; Eric Starr, Sr. Strategic Planner for Advertising, Media Arts Lab, Apple; Roy Salter, Founding Principal, The Salter Group; Rob Hummel, CEO, Prime Focus Post Production, North America; and Per Pettersen, Co-Founder and CEO, Impact Radius; hosted by Lewis Douglas, Managing Director, Ocean Alliance

 

Steve Squyres, Principal Investigator of the Mars Exploration Rover Mission (MER) and Goldwin Smith Professor of Astronomy at Cornell University; on “Finding Life on Mars”

 

John Cramer, Science Fiction Author and Professor Emeritus, Physics, University of Washington; on “Quantum Time Reversal”

 

John Delaney, Professor of Oceanography and Jerome M. Paros Endowed Chair in Sensor Networks; and Director, Regional Scale Nodes Program, University of Washington; on building the world’s first broadband ocean-floor remote sensing network

 

Plus: Hands-On Exhibits of Emerging Platforms and Devices

 

– and the BBC, the Economist, the LATimes, a dozen FiReStarter Companies bent on changing the world, and many, many more (see the online agenda for details: www.futureinreview.com/agenda.php).

 

 

Our appreciation to The Rodel Foundations, returning Sponsors of

the Thunderbird/FiRe Internship Program:

 

 

 

Many thanks to Deloitte LLP as a Global Silver Sponsor of SNS Events:

 

 

 

Sincere thanks to our Special Event Sponsors:

 

 

 

 

Thank you to Infoblox and Deutsche Telekom

for their Media Production Sponsorships:

 

                                                              

 

 

 

» ChinaPan

 

If one were to go back to 1995 and take a good look at “the work” being done here, one would see a basic integrative method in play. Starting with individual technologies (i.e., chip types and software), moving through industry keiretsu that launch and promote these (i.e., Wintel, Apple/Sony), we showed how outcomes derive not just from better technology, but also from better technology with strong industry support.

 

After that, we moved into local geopolitical events (LDP policies in Japan, Clinton vs. Bush economics in the U.S.) which determined market health, and then, in what may be some kind of culmination, called the global economic collapse publicly, on London TV, in March of 2007.

 

A member reading over this span of time (and we have quite a few) would have gotten an outstanding, and totally biased, education in how the technology industry really works, with sidebars on energy, oil pricing, foreign exchange manipulations, and all the other things that can ruin an otherwise perfectly good day for a technology CEO or investor.

 

Almost none of this has appeared, in any cogent form, in the daily business press – at least not before it happened.

 

Today, I want to introduce a topic that is both new and old to members, and to FiRe participants: “ChinaPan.” This name denotes our way of suggesting that, contrary to a few decades of uninformed Western business coverage on the subject, China and Japan are close business partners, and getting closer.

 

Past participants of Future in Review first started learning about this through our ChinaPan thread there, launched five years ago.

 

Now it’s time to ring the bell a bit more loudly, since ChinaPan – and not China alone – will be the most important economic entity of the next few decades.

 

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