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Gilder's Guide: Teleputers to MEMS

The new era will be the teleputer – not the PC. This will be a mobile computer in a cell phone, optimized for communications, for photography and imaging, and for a wide range of functions that take it beyond what a fixed PC can perform. The establishment that is being threatened by the teleputers is the personal computer. The PC makers have tried to strike back by creating WiFi and WiMax and have tried to create fear and doubt surrounding cell phone technologies. But I believe that Qualcomm (QCOM NASDAQ) is on track to outperform almost all the functions that PC companies can offer. Its 3G technology will not be abandoned. It will spread. With new systems from Qualcomm being rolled out by companies such as Verizon and SBC, it’s all across the country. The whole country will be a hotspot, performing about as well as any WiFi hotspot will perform.

These teleputers, which are all purpose devices, also all need a screen, which leads to my recommendation for Microvision (MVIS NASDAQ) The company is involved in MEMs – micro electronic machines. It makes heads-up displays, where tiny mirrors reflect directly onto the retina. That creates displays that are not only 100 times better in terms of contrast than ordinary flat top displays, but also are thousands of times more efficient in their use of power.


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