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August 15, 2006
5:30PM -9:30PM
KPMG, Mountain View
5:30PM-6:30PM Poster Sessions/ Buffet Dinner/ Networking
6:30PM-7:30PM Startup Company Presentations / Q & A
7:30PM-8:00PM Break
8:00PM-8:30PM Dr. Moshe Handelsman
8:30PM-9:00PM Professor Richard A. Muller
9:00PM-9:30PM Discussion
Richard A. Muller, Professor of Physics, University of California, Berkeley Faculty Senior Scientist, Lawrence Berkeley Laboratory Chair & CTO, Technology Venture Advisors


Richard A. Muller

Richard Muller's most famous scientific achievements include
his invention of Accelerator Mass Spectrometry (sensitive
radioisotope measurements), his use of supernovas for cosmology,
discovery of the cosine anisotropy of the cosmic microwave radiation (from a U-2 aircraft), studies of astrophysics/geophysics
interactions. For 34 years he has been a Jason advisor to the US
government on national security matters. He wrote "Technology for Presidents", a popular column for MIT's Technology Review Online. Awards include MacArthur Foundation "genius" award, Texas Instruments Founders' Prize, National Science Foundation Alan T. Waterman Award, and citation by Newsweek (1989) as one of 25 "top innovators" in the United States. He has over 140 scientific publications and 6 books, including a technical book on paleoclimate. He was a referee for the recent National Academy of Sciences study on global temperature. He is co-founder, chairman and CTO of Technology Venture Advisors.
Topic: "Global Warming: Fact and Fiction"
Outline by Professor Muller:"The trouble with most folks isn't so much their ignorance … It's
knowin' so many things that ain't so." The topic of Global Warming
epitomizes this statement. No subject today is more rife with political spin, fuzzy thinking, and pseudo-scientific snow. I will give a summary of what is known and what is unknown, from a science/
technology perspective. I will describe the "hockey stick" controversy (are we really experiencing the warmest weather of the last 1000 years?) and its resolution. I'll briefly discuss the technological options for the future. If you can tell my politics from my presentation, then I have failed.
Keynote Speaker: Dr. Moshe Handelsman, Founder of Advanced Forecasting

Moshe Handelsman

Dr. Handelsman, founder of Advanced Forecasting, is an expert in data analysis, econometrics, and forecast modeling. A quantitative forecasting model that he developed in 1986 has accurately predicted the peaks and troughs of the Silicon Cycle, including the 2001 recession, the strength and timing of the 2003 upturn, and most recently the slowdown in the second half of 2004.

Dr. Handelsman holds an Industrial Engineering (Technion, Haifa), an M.B.A. (Tel-Aviv University), and a Ph.D. (Market Research and Econometrics from Purdue University).
Topic: "Is the End of the Party Looming for the Semiconductor and related Industries"?

Outline:Is the semiconductor industry overheated now? While the semiconductor industry has been on a continuous growth phase now for just over four years, it may be approaching a similar situation of over-heating that just preceded the recessions of 1996 and 2001. Advanced Forecasting will address the question of whether it is time to prepare for another downturn or just enjoy the ride.

The quantitative forecasting house will also share several of its forecasts, including those for IC revenues, IC units, semiconductor equipment, materials, and wafers.

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