Archive

Moderator: Milton Chang, Incubic Venture Fund, USA

Resurgence in the core network opportunities, as well as the continuing growth of broadband access has stirred the optical value chain in the past year. This session features leaders in key segments of our industry to address a spectrum of issues that are at the intersection of business and technology. The session kicks off by George Kelly who until recently was Managing Director of Morgan Stanley responsible for research by providing a financial context. Peter Bordui who has experience in managing a wide range of companies in photonics material and components will cover the components business, and Stu Elby who has been involved in a broad range of companies in the applications of photonics will describe the trends of the communications industry. The speakers will address audience questions after the speeches.

Moderator: Ron Kline, Research Director, Optical Networks - Ovum RHK, USA

As network operators transition their infrastructure to support IP-based services, the optical networking market is going through a radical transformation, with equipment vendors rushing to develop converged platforms that support both TDM and packet transport and services. The goal of this panel is to provide a view of network and equipment market evolution as the shift to packet continues.

Moderator: Robert Zona, Marketing Director, Optical Platform Division, Intel Corp., USA

A generational move to Infiniband DDR/QDR, FC 8G and 10G Ethernet in the datacenter is linked to ultrahigh speed services from both traditional and non-traditional service providers as well as enterprise in-house consumption. The high speed copper interconnect market has long been an elusive but tantalizing potential market for optical interconnect. Will this generation finally see a shift towards optical for shorter distances as the speeds and densities both go up?

Title to be Announced, Tom Fawcett, Director of Marketing, Transmission Modules, JDSU, USA
Tom Fawcett is an 18 year veteran of the fiber optic industry.  As director of Marketing at JDSU, Tom Fawcett is responsible for datacom, telecom and tunable transceivers and transponders.  

Prior to JDSU, Fawcett worked at Agilent Technologies (now Avago Technologies) in the fiber optic product division where he held positions in strategic marketing and ultimately served as director of Marketing. He began his career in 1991 with AMP Incorporated (now Tyco Electronics) holding several positions in engineering, product management and marketing management for both passive and active optical products. Fawcett received a Bachelor’s degree in mechanical engineering from Clarkson University.

Moderator: Myo Ohn, Director, Business Development, Avanex Corp., USA

The telecom equipment market is growing again—spurred on by escalating bandwidth demands with strong fundamental drivers such as broadband uptake to internet video traffic. The telecom system space is in consolidation. However, the optical components sector still must transition to emerge as a healthy industry. This session will include representatives from the financial analyst, venture capital and vendor community to share their insight and views on what needs to happen and how the industry players can move towards their goal of margin and market expansion.

Changing Optical Networks: Impact on Components Segment, Michael Howard, Principal Analyst & Co-Founder, Infonetics Research, Inc., USA
With over 35 years of network industry experience, Michael is recognized worldwide as one of the industry’s leading experts in emerging markets, service provider network market trends and user buying patterns. After graduating from UC Berkeley with a BS in Mathematics, he worked on operating systems and programming language compilers for Arpanet, which later became the Internet. He was the IT Director at Tymshare/Tymnet in the 1970s, where he created network accounting, and in 1978, he led the First Interstate Bank project that developed the world’s first pre-Internet in-home banking system. He founded several data networking research firms in the 1980s, and co-founded Infonetics Research in 1990.

Michael focuses on IP routers, MPLS, multiservice ATM switches, metro Ethernet, and optical equipment and technologies from customer CPE through the metro to the core, as well as frame relay, ATM, private line, Internet, mobile backhaul, Ethernet and optical services that service providers offer their customers . He chairs program committees and speaks at industry events around the world, including the Broadband World Forum in Europe and Asia, Telecommunications webinars, Net Events, Carrier Ethernet World Congress, Telecom India, Next Gen WDM/Optical Conference and GLOBALCOMM, and is frequently quoted in trade and business publications such as Business Week, CNN Money, The Daily Deal, Forbes, Fortune, Investor’s Business Daily, Light Reading, NetworkWorld, New York Times, Telecommunications and The Wall Street Journal. He is a consultant to startups, service providers, manufacturers, and the investment community, identifying new market opportunities, providing due diligence and advising on positioning, product development, business plans and M&A activity.

Moderator: Niall Robinson, Vice President Product Marketing, Mintera Corp., USA

This session will explore many angles of the high speed component and systems market, from component costs to system standards development.With forward thinkers in the industry now turning to the next transmission rate, 100G, when can we expect to see 100G interfaces in the intra-office and inter-office environments? And with optical researchers competing for the longest 100G modulation-format acronym to overcome transmission impairments, what’s happening in the world of next-generation components, technologies and systems?

Moderator: Paul Bonenfant, Vice President, Equity Res., Morgan Keegan & Co., USA

By the time of this session, AT&T (led by the former SBC) and Verizon will likely have deployed several thousand reconfigurable optical ADMs (ROADMs) to upgrade their core and/or IOF networks; while ROADMs represent a successful technology, the ROADM business has provided a drag on margins for some equipment suppliers. This session will provide perspectives from established players to emerging start-ups on the market opportunity for “all-optical” products and the evolution of ROADMs—for example, is there a path to profitability? Will economics and engineering rules favor optical cross connects for ring inter-connection and mesh, or ROADMs for access networks? Or, will certain applications be served by OEO-based approaches? The session intends to consider perspectives across the supply chain from components to service providers.