The STRATEGIC NEWS SERVICE®
NEWSLETTER
The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.
| SNS Subscriber Edition | Volume 12, Issue 25 | Week of July 20th, 2009 |
***SNS***
Special Letter:
The Shaping Opportunity: Uncovering the Emerging Logic of Deep Change
By John Hagel III
with John Seely Brown and Lang Davison
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[Letter to new trial member:]
“As discussed, I am forwarding to you a copy of the SNS newsletter - the edition where the Editor, Mark Anderson, accurately predicts the turnaround in the semiconductor market and rationally explains why he believes so (and did so during the midst of the most recent correction, may I add).
“Please let me know if you’d like to discuss anything else related to the newsletter and/or the Future in Review (‘FiRe’) conference. I would not press FiRe participation if I did not truly believe that the potential benefit/ROI was not significant.”
Cheers,
John Petote
CEO
CIO Solutions
Santa Monica
“SNS (just read the latest issue) is the only publication I know of that lifts your head up to the sun while anchoring your feet firmly to the ground.” – Sidney Rittenberg, Author, The Man Who Stayed Behind, and Founder, Rittenberg Associates, Inc., Beijing and Fox Island, WA
“The New York Times/Wall Street Journal etc. can barely deliver meaningful analysis of yesterday’s news. Mark clearly and actionably illuminates what is on our, and our families’, horizons – both storm clouds and sunshine.” – Rob Berkley, Managing Partner, Group MV LLC, Tisbury, MA
“SNS has been a staple of my weekly reading for years. As the economic storm was gathering, Mark and SNS [were] a primary source of information leading me to exit the market one week before the bottom fell out. Not only did we not lose any money, we have moved into safe havens and have been able to increase our net worth during one of the most severe downturns in recent history. SNS has been a valuable source of market intelligence that leads to informed action.” – John K. Thompson, CEO, U.S. Operations, Kognitio Inc.
“Not surprisingly, it looks like FiRe is doing even better in the midst of crisis. Of course: that’s when the awareness and responsive innovation you offer via FiRe are most valuable.” – Bob Jacobson, Lead on U.S. / Shanghai 2010 Expo Team
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Save the date! October 15th, 2009
Join the Launch of a New SNS Conference, in a New Format, at a New Location:
www.futureinreview.com/global/wc
The first-ever FiReGlobal will be held this fall at Herban Feast/Sodo Park, Seattle
What is FiReGlobal? Sure, it will be the best technology event held in the Northwest.
Following the successful format of the annual SNS FiRe (Future in Review) conference, we are launching the first of a new series of shorter conferences, scheduled for a single day and night, bringing to bear the best of the FiRe model and FiRe thought leaders on local issues and problems. Keynote interviews will include Michael Dell, Nobelist Lee Hartwell, and conservation scientist Roger Payne. Speakers will include Governor Christine Gregoire. Local leaders in all major sectors in the Northwest are contributing guidance, including assisting with the definition of the most pressing of local problems, which global and local CTOs will help to solve.
Now, there is a concept. This is an extension of our CTO Design Challenge at FiRe, brought to our friends in Washington, Oregon, and British Columbia.
The agenda will include a full day’s discussion, lunch, a reception for world-changing FiReStar companies (both local and global), dinner, and a local/global economic summary by Mark Anderson.
The problem-solving process is beginning now, and will culminate in solution report-outs, live, at the conference. As at FiRe for the last few years, we expect to discover real answers to real problems. And yes, these conversations may continue after the conference.
Who is involved? Here is the roster of the FiReGlobal Steering Committee, up-to-date as of today. Perhaps you, or someone you know, should be on it?
Steering Committee for FiReGlobal: West Coast / 7.16.09
Mark Anderson
Chairman, FiRe and FiReGlobal: West Coast
CEO, Strategic News Service
Greg Bear
Science Fiction Author
Jesse Berst
Managing Director
GlobalSmartEnergy.com
David Brin
Science Fiction Author and Physicist
Bill Bryant
CEO
Envision Ventures
Ty Carlson
Architect, SiArch
Microsoft Corporation
Frank Catalano
Principal
Intrinsic Strategy
Brenda Cooper
CIO, City of Kirkland, Washington
Futurist and Science Fiction Author
Karl da Gama Campos
Manager, International Business Development
Information & Communication Technology
State of Washington’s Department of Commerce
Robert Davidson
CEO
Seattle Aquarium Society
John Delaney
Program Director and Principal Investigator
Neptune
University of Washington
Maury Forman
Managing Director
International Trade and Economic Development
State of Washington Department of Commerce
Enrique Godreau III
Founding Partner
Voyager Capital
Lee Hartwell
Nobelist
President and Director, Fred Hutchinson Cancer Research Center
Denis Hayes
President and CEO
Bullitt Foundation
Glen Hiemstra
Founder and Owner
Futurist.com
Ed Lazowska
Bill & Melinda Gates Chair in Computer Science
Department of Computer Science and Engineering
University of Washington
Rick LeFaivre
Venture Partner
OVP Venture Partners, Seattle
Thomas Lindeman
Founder and Managing Director
ideaspheres
Janis Machala
Founder and Principal
Paladin Partners
Ken Myer
President and CEO
Washington Technology Industry Association
Michael Pfeffer
Managing Partner
Kolohala Ventures
Honolulu
Senator Kevin Ranker
40th Legislative District
Washington State
Linden Rhoads
Vice Provost, Office of Technology Transfer
University of Washington
Mike Schwenk
Vice President and Director of Commercial Partnerships
Pacific Northwest National Laboratory
Bryce Seidl
President and CEO
Pacific Science Center
Chetan Sharma
President
Chetan Sharma Consulting
Jeffrey Short
Pacific Science Director
Oceana
Barry Thom
Northwest Regional Administrator
NOAA Fisheries Service
Nancy Truitt Pierce
CEO and Founder
Woods Creek Consulting
Kathy Wilcox
President and Founder
Kathleen P. Wilcox & Associates
Is there a FiReGlobal Early Bird price for SNS Members? Of course there is!!
SNSers can sign up this month, July, for $695; Early Bird non-SNS-member rate is $895. As of August 1, the price will be $795 for SNS members and $995 for non-SNS members.
Here is the registration site. Sign up now, since we’ll once again sell out:
www.futureinreview.com/global/wc
FiReGlobal: West Coast is sponsored and supported by the Washington State Department of Commerce:

To arrange for a speech by Mark Anderson on subjects in technology and economics, or to schedule a strategic review of your company, email shane@stratnews.com.
FiRe 2009 Photo Gallery: See more than 1,000 photos from FiRe 2009, at http://futureinreview.smugmug.com/FiRe%202009
SNS Member Early Bird Call for Future in Review (FiRe) 2010:

We are moving next year’s FiRe conference to the Terranea Resort, about 20 minutes south of the LAX airport:
www.terranea.com
Terranea was 15 years in the making, a four-star business hotel on its own promontory, and just opened last month. Members may register now for the terrific Early Bird price of just $3400, vs. $4900 retail We have already signed up a record number of Early Birds from those who attended FiRe 2009 (up 62%). Here is your chance, as an SNS Member, to reserve a seat and get a great price. Registration is at:
https://www.tapsns.com/fire/registration.php
Save a lot of money by registering now, and join us at “the best technology conference in the world” [The Economist]. – mra
» The Shaping Opportunity:
Uncovering the Emerging Logic of Deep Change
By John Hagel III
with John Seely Brown and Lang Davison
Publisher’s Note: What happens when a fast- (or slow-) follower company overruns its competition? It turns inward, often without great result. The same can be asked about competing global economies, whether one is chronicling the ongoing malaise in Japan or the robust excitement in China and most of Asia. In both cases, there is a good deal of talk about how Innovation will save the day, but – in my experience, at least – this is more easily said than done.
Wed those issues to the problem of what happens as we move forward into a knowledge-based society in which, to quote a librarian friend of mine from the Hopkins Marine Station, “the problem is no longer how to remain abreast of the literature, but how to fall most strategically behind.” In a world in which the log growth rate of information is demonstrably greater than that of knowledge creation or distribution, this is an uphill fight.
As the authors of this week’s Special Letter conclude, these pressures are moving society away from a time when value was in hard assets and we learned from those above us, to a time when value walks out the door at night, and peer-to-peer learning becomes the requirement.
Not so surprisingly, this is exactly the problem facing K-12 education today; and, in studies done by SNS Project Inkwell, it turns out that successful revolution in classroom dynamics includes peer-to-peer instruction, realtime information acquisition, and advanced infrastructure foundations as well.
I think our members will find a deep resonance with the ideas put forward here by John Hagel III, who expands upon some of the themes he brought to us in his opening talk at FiRe 2009 last May. Think about Return on Assets, one of the great bedrock metrics of business operations, and then be very glad you read this Letter. – mra.
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