Some of his reasoning is tenuous, and some of his conclusions are obvious. For instance, the Law of Instantaneous Information builds on the fact that the speed of light is immutable and that our life spans are limited. Combining those facts, Gilder somehow arrives at the simple idea that companies should strive to save time for their customers. When he uses his laws to analyze opportunities for investing in stocks, he also arrives at some common conclusions. He, like many analysts, favors companies that make fast optical switches and small, long-lasting batteries that can power communications devices.
Gilder does go further than most in picking champions.
For instance, he says that JDS Uniphase will achieve the same dominance of the telecosm that Intel currently enjoys. Yes, he really writes like that. The flow of the book can be as difficult as the prose. Gilder does provide a useful reader s guide to this epic work, which he has been writing, and publishing pieces of, for the past eight years. Some sections can be fun to read.