The WAVE Report is Searchable on http://www.3dlinks.com -------------------------------------- 0525.2 Fuel Cell Transportation
0525.3 Virtual Pets
0525.4 WiFi Advances
0525.5 Biometrics
0525.6 Wireless Technology -------------------------------------- ***Computex 2005 Taipei, Taiwan Last year the WAVE noticed that Computex had changed from previous years. That change is even more pronounced this year. Recall that Taiwan gained its market position originally as a low cost producer. That has been completely supplanted by China. What is Taiwan to do? It had to go up market and diversify. That is exactly what we see here. What Taiwan has now become is the manager and engineering side of the mainland China supply chain. Yet, China is moving to overtake Taiwan here. We wonder how long the Taiwanese advantage can last.
This is the best PC hardware show in the world. But it is more than this. For example, the single topic pavilions included:
In some areas, such as security, the depth of product was light. But, just the existence of so many pavilions indicates the changes happening in the Taiwan supply side market. We noted other trends this year.
The WAVE sees this as a direct reflection of how Taiwan is adapting to the shift to China for both design and manufacturing. Yet, what is missing?
On the first day of Computex, Agilent announced its laser mouse chips. In booths were posters that said – LaserStream “A whole new experience in optical navigation.” Also on the poster was “tracks over any surface.” Yet, in booth discussions with mouse companies this was blown away. We only surmise that Agilent needs the sales from LaserStream in the competitive mouse chip business – a little hype is ok to promote new technology, so goes the logic. The announcement read:
In the same announcement it was said:
Yet, Agilent was not at Computex 2005 as it was the previous year. What we did notice were the LaserStream posters in a number of booths, mostly the major mouse suppliers. We were dismayed to see the claim that the technology “tracks over any surface” when even the press announcement would not back the claim. The real issue is pricing. Does the market want a technology which is a tracking improvement over LEDs but not a show stopper. At $5 to $7 it seems expensive. Note we found complete optical mouse products in this price range in China.
The market is littered with companies seeking to make a better CPU chip. Underdogs can win, however. AMD is on a roll after being an underdog for years. The announcement of the Athlon 64 x2 by AMD is an example of how a company is keeping Intel on the run. But these X86 products are about doing better in the same market – the core notebook, desktop and server markets. One of the issues is that AMD was able to out innovate Intel where its business model, or pride, would not let it. Specifically, innovating in 64 bit X86 space was counter to the massive investment it was making in Itanium. Intel, only when the market had spoken, switched positions and announced defeat when it embraced X86 64 bit computing. Of course, Intel never announces defeat. This is at the core of disruptive technology. It bites the hardest those which have the most to lose. They are also the ones most unwilling to change. The WAVE came away wondering – is VIA doing the same thing to Intel and the market from the bottom end? As we commented earlier, power is a big issue – what might be called innovation in FANS. Via, via its Centaur Group, has long had a focus on driving power consumption down. In fact, CJ Holthaus, stated that power consumption has been the reason that the X86 architecture has been kept out of handhelds. Using impressive technology to support power states and rapid switching of CPU clock and voltage VIA showed how it can manage power and still do MPEG movie playback. But this technology goes deeper than just power. The C7-M is also about die size 0 30 mmXmm. Thus, there is the opportunity to drive the cost from PCs and portable devices. Eric Chang, Strategic Business Director, VIA, made reference to accomplishing PC penetration in countries such as India and China in his presentation. The WAVE spoke with Eric after his talk. He conceded that to drive these markets, the PC must be priced at $200. The notebook market will be more of a challenge due to the cost of the case, battery and display panel. In order to drive costs out, it is unlikely that we will see the core logic chips combine with the CPU. The reason being that the CPU is always at the leading edge of the process technology and the logic chips are not. Thus, in terms of cost, it will be cheaper to see independent CPU and logic chips. The bottom line is the VIA sees the $200 PC as a reasonable goal. What is important from Computex is that we have seen the first serious prospect of very low cost computing devices that have the power of today’s PC and compatibility. This is very close to the technology which Clayton Christensen studied so extensively in Innovator’s Dilemma – the disk drive by platter diameter. As with most disruptive innovation this will not come from today’s dominant players, be they hardware or software. The other aspect is that with radically lower PC prices, and compatibility with existing software development environments, it is hard to assess what the use of these computing devices will be. Thus, the C7-M announcement today was less about the details of the announcement but more about the disruptive potential of the technology. It tells us we are only at the beginning. As AMD struggled to make X86 clones some 5 years ago it is hard to believe that they would have carved out portions of the market based on innovation. VIA is attempting to do the same. If is succeeded the impacts will go well beyond the PC market we see today.
Last year we spoke at length with Ton Verloop on their voice bridge products. We linked up with Ton again and considerable progress has been made. The product is basically a GSM phone with VoIP that works over a WiFi network. In the booth, Ton made a phone call to his office in Malaysia by just dialing an extension. This was done via a WiFi router they have placed in the booth. One of the problems with such a product is – who will buy it? Ton was quick to respond – it is the enterprise. What they have found is that employees are even calling over the cell phones to other employees also on cell phones while in their offices. When a company has WiFi within its infrastructure the G-Tek phones save money. The phone is just an extension of the corporate phone network. As a result it saves connect time. The phone can be used over any WiFi network. Ton did mention that the WiFi routers should have a SIP server in them and they are working with partners to see that this is available. G-Tek is involved in a major project in Europe where the whole country will be wired with WiFi. The G-Tek phone will be used in this program. They plan on extending the product into new application areas with the addition of e-mail capabilities but Ton stressed that the phone has its strength as a first class audio device.
At Computex there was excitement in the air. Some of the factors that contributed to this include:
Computex is, of itself, a Test Market. Given that few Taiwanese companies have direct markets, Computex is one example of a test market for them. CeBIT is another. That is, they create products which they hope to sell to OEMs or ODMs. These are either shown to existing customers or openly at Computex. It is always fun to look for new products at Computes. This year was even better given the transition spoken of earlier. What do we bring away? Listen to Computex – it is the future and the future is now.
0525.2 Fuel Cell Transportation ***World's First Purpose-Built Hydrogen Fuel Cell Motorbike Makes North American Debut Los Angeles The world’s first purpose-built fuel cell motorbike, ENV (pronounced ENVY), was unveiled June 14, 2005 at the Pacific Design Center in Los Angeles. Powered by hydrogen, ENV is a virtually silent and completely nonpolluting motorbike that was designed to showcase the practical application of hydrogen fuel cells in the real world. The bike can reach a top speed of 50 mph in 12.1 seconds and used for up to four hours before needing “refueling.” Unlike vehicles powered by traditional gasoline-powered engines that have noisy exhaust systems, the only sounds emitted from the ENV are the cooling fan and the tires meeting the road. The ENV fuel cell system, called CORE, is detachable from the bike and in the future could be used to power ATVs, personal watercraft or even a small home. Intelligent Energy expects ENV to be available to consumers in 2006. The company expects ENV to retail for around $6,000 at low volume production; at higher production volumes, the price would come down even further. ***Tamagotchi Connection Version 2 Ready for Release in the United States CYPRESS, Calif. After sell-out performances at retail over the past year, Bandai America Incorporated announced that it is ready to release Tamagotchi Connection Version 2 (V.2). Version 2, which offers more bonus features and increased interactivity, will begin hitting store shelves in mid-June -- with fun and exciting new designs and colors coming in July. The egg-shaped toy simulates the life cycle of a real pet, letting kids experience the fun and responsibility of feeding, tending to and caring for their virtual pet. With Tamagotchi Connection Version 2, kids can earn "Gotchi" points to shop for special items and food -- and by unlocking new secret codes, they can shop 'til they drop for even more fun treats. And, with even more new designs, colors and characters to choose from, Tamagotchi fans will be able to find the Tamagotchi that matches their personal style. New design collections include Tropical Fun, Camouflage, Makeup Fun, Sweet Candy and Spring Time. The re-launch of Tamagotchi Connection in August 2004 spurred a re-birth of the virtual pet craze. After just five months on shelf, Tamagotchi Connection sold nearly one million units -- emerging as the hottest toy of the holiday season. Swift sales of Tamagotchi Connection have created high demand for the product and increased consumer anticipation for the release of V.2.
The new "Gotchi" points system allows owners to earn points to shop for special treats, items and food. Gotchi points are earned by playing games or getting special item awards points. Owners can also choose to feed their Tamagotchi a "Meal," "Snack" or the newly introduced "Treat" feature. A "Treat" can be purchased with Gotchi points and can raise or lower a Tamagotchi's Happy meter. In addition, owners can now choose a treat to give to their Tamagotchi friends as a gift once they connect via the infrared technology. Also new to Tamagotchi Connection Version 2 are secret codes -- unlocked by pushing a special sequence of buttons -- letting the player open more shopping areas to purchase a unique item not available in normal play. After collecting five secret codes, the owner can collect a special sixth unique item. All five secret codes will be revealed to fans through special events, advertising and in packaging. Tamagotchi Connection Version 2 also includes four new games. For fans wanting to purchase two Tamagotchis at once, Bandai America will also offer the new "True Friends" collection this July -- a pack of two Tamagotchi Connection virtual pets together with matching designs. The True Friends collections allow best friends to show off their matching virtual pets, to have fun sharing and communicating, to play games with each other and even to buy special treats for their Tamagotchi friends. Tamagotchi Connection Version 2 still features interactive technology that allows owners to "connect," play games, give gifts and become friends with other Tamagotchi owners while storing a "friend list" of up to 50 friends. Once an adult, the Tamagotchi can connect with a compatible friend and create a second-generation Tamagotchi that the owner can care for and nurture into an adult to create more generations to come. Suggested retail price is $14.99 for Tamagotchi Connection Version 2. The True Friends collection suggested retail price is $26.99. ***Intel Researchers Develop CMOS Radio Supporting All Flavors of the 802.11 Wi-Fi Standard Symposium on VLSI Technology KYOTO, Japan Intel Corporation announced it has developed a prototype of an all-CMOS direct conversion dual-band radio transceiver capable of supporting every current Wi-Fi standard (802.11a, b and g), as well as the projected requirements of 802.11n. The system-in-a-package technology is a significant step toward enabling integrated CMOS radios that could provide improved wireless capabilities in future Intel platforms at a low cost. The announcement, presented as part of a technical paper delivered at the Symposium on VLSI Technology in Kyoto, Japan, outlines the building blocks Intel created to implement the fully flexible, multimode radio in a standard CMOS process. A future extension to the Wi-Fi standard, 802.11n will more than double the wireless transfer speed compared to today's implementation. Today each device uses a customized radio to connect to a particular network -- for example, a wireless local area network or WLAN based on Wi-Fi technology. A different device might use a radio developed for a wireless wide area network or WWAN. In the next few years, Intel expects mobile devices will contain several different radios so they can utilize many different wireless communication networks. Intel's research points toward a time in the future when one device will use "smart" antenna systems and a reconfigurable CMOS radio on a single device making the radio more power efficient, smaller and lower cost. The goal being pursued is the ability to connect to any network, anytime, anywhere on any device. One of the key achievements of this research is keeping the underlying manufacturing technology tied to CMOS -- the technology Intel uses to make all its microprocessors and other computer chips. By doing so, it keeps manufacturing costs low and the potential to produce this capability in high volume. The device in the research paper features a 1.4-volt design (very low power consumption compared to what is available in the marketplace today).
The device in the research paper integrates a 5GHz CMOS power amplifier that meets all the spectral purity and non-interference requirements from the U.S. Federal Communications Commission (FCC), while frequency planning techniques minimize interference caused by the on-die amplifier. All these improvements result in better wireless performance. To achieve these results, Intel researchers developed a new calibration scheme for the transceiver to achieve high volume manufacturability. Separating receiver and transmitter effects has proven to be difficult in the past, but Intel's scheme is easy to implement and correctly separates the effects, improving yields and lowering the cost of these radios.
The Symposium on VLSI Technology began in 1981 with the hope of offering the world's top technologists an opportunity to engage in an open exchange of ideas on what was quickly becoming a revolution in the world's industrial capability. Since then, the Symposium has been held annually and has grown to be one of the most prestigious technical conferences in the VLSI business. The Symposium on VLSI Technology has alternated each year between sites in US and Japan. In 1987, the first Symposium on VLSI Circuits was held. Its sponsors continue to be the IEEE Electron Devices Society and Solid-State Circuits Society, and the Japan Society of Applied Physics in cooperation with the Institute of Electronics, Information and Communication Engineers.
http://www.intel.com/pressroom ***Iridian Technologies Joins the ''Child Project'' as Technology Partner; Iris Recognition System is Basis for National Missing Person Identification Program MOORESTOWN, N.J. Iridian Technologies has disclosed that its ProofPositive technology is the basis of The Children's Identification and Location Database (CHILD) Project that is now being introduced in communities across the country. The CHILD Project is a secure nationwide network and registry that enables law enforcement and social service agencies to locate and positively identify missing children and adults with iris biometric recognition. Through this network, the CHILD Project will compare the unique features contained in the iris of an abductee or runaway against a national database of children and adults enrolled under the program, patterned after voluntary community-based fingerprint and photo ID card programs. The announcement was timed to the launch of the CHILD Project by Kenneth R. Ramsey, Sheriff of Kane County in suburban Chicago. The CHILD Project database is hosted by The Nation's Missing Children Organization (NMCO) and National Center for Missing Adults, a nonprofit agency providing nationwide assistance to law enforcement and families of missing persons. The agency, headquartered in Phoenix, Arizona, was founded in 1994 and provides a variety of services including advocacy, search assistance, national distribution of information related to missing persons and various programs addressing child safety. According to Iridian, their non-intrusive iris recognition technology has been successfully deployed by the United Nations Refugee Agency to identify more than one million returning Afghan refugees in the three-year-old Afghan repatriation program. The CHILD Project relies on Panasonic Security Systems' ProofPositive-certified BM-ET330 Iris Readers, which feature advanced user guidance technology along with the latest developments in iris recognition technology to deliver fast and accurate system enrollment and authentication.
Iris recognition technology identifies people by the unique patterns of the iris - the colored ring around the pupil of the eye. Iris recognition is non-invasive, easy to use, and the most accurate biometric for secure identification. Iridian's patented PrivateID technology includes camera drivers for IrisCode template creation using standard video technology without bright lights or lasers. KnoWho Authentication Server is Iridian's highly scalable server that provides interoperability for all Private ID-enabled cameras and applications. This one-to-all security solution ensures individual authentication against millions of records, and is ideal for public-use applications such as border control or simplified passenger travel. ***Impending Wireless Revolution Highlights Discussion at Computerworld's Third Annual Mobile & Wireless World Conference Mobile and Wireless World 2005 SCOTTSDALE, Ariz. Hundreds of end-user IT executives and industry leaders gather to hear about and discuss future of mobility and wireless technology Wireless technology is on the cusp of having a more significant impact than the Internet. That was the prevailing opinion of speakers and attendees at the third annual Mobile & Wireless World (MWW) conference, owned and produced by IDG's Computerworld, held June 13-15, 2005 in Scottsdale, Arizona. Nearly 300 CIOs, vice presidents of IT and directors of technology, representing large users of mobile technologies including American Express, British Petroleum, DHL, and Delta Air Lines, gathered at MWW to hear top technology executives and industry leaders discuss the latest challenges and solutions for enterprise mobility. According to registrant-supplied demographic data, $122 million is the average company IT budget of IT-user registrant organizations, with an average company size of 7,649 employees and average company revenue of $3 billion. At the conference, the notion of a wireless revolution emerged in British Petroleum CTO Phiroz Darukhanavala's opening presentation and continued to resonate in presentations from Intel vice president Mooly Eden and Austin Energy CIO Andres Carvallo. "Wireless is a new paradigm, and in order to be successful, business and technology professionals need to really think of a new way of doing things," said Carvallo. "The challenge to IT professionals is not how to advance, but how to shift your thinking to being able and willing to wipe your past legacy completely off the board. We are just beginning to understand the true capabilities of wireless technology, and it is the companies who are willing to start from the ground up that are going to succeed and leave the rest behind. The discussion of issues like this is what makes Computerworld's Mobile & Wireless World an outstanding forum." From the healthcare sector, attendees heard from John Wade, vice president and CIO of Saint Luke's Health System in Kansas City, Missouri, and from Mary Pat Corrigan, director of information services at Baptist Health in Jacksonville, Florida. Corrigan spoke about the challenges and successes her organization faced in becoming the nation's first non-teaching, full-service, independent medical staff, community hospital in the country to be completely wireless and the benefits of being able to participate in a forum like MWW. -------------------------------------- Copyright 2005 4th WAVE, Inc. To subscribe to WAVE go to To unsubscribe also use the Wave Report Home page or send the preformatted UNSUBSCRIBE message: Previous issues of WAVE, as well as other info can be found at http://www.wave-report.com Comments on or questions about the WAVE may be sent to: or the below individuals below: John N. Latta - Editor-In-Chief Michael Robertson - Web Editor The WAVE Report may be redistributed in full for individual readership and posted to newsgroups, Web, and FTP sites. This publication may not be reprinted or redistributed for profit. Short quotes are permitted but must be attributed to the WAVE Report. 4th Wave retains the copyright to the WAVE Report.
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