Market Watch

Tuesday, March 24 - Thursday, March 26, 2009
OFC/NFOEC Exhibit Floor Theater

This three-day series of panel sessions engage the applications and business communities in the field of optical communications. Presentations and panel discussions feature esteemed guest speakers from industry, research and the investment communities.

The program will be located on the exhibit floor, so attendees can easily attend the sessions and tour the exhibit hall. Audience members are encouraged to participate in the question and answer segments that follow the presentations.

To view presentations from the 2008 Market Watch, visit the OFC/NFOEC archive.

Market Watch Organizers:
Christoph Pfistner, Vice President, Product Marketing, NeoPhotonics, USA
Serge Melle, Vice President, Technical Marketing, Infinera, USA

Schedule-at-a-Glance

Panel descriptions and speakers are being confirmed so check this site often for program updates.

Tuesday:
12:00 p.m.–2:00 p.m.	Panel I: State of the Optical Industry Moderator: Myo Ohn, Director, Business Development, Avanex Corp., USA
3:00 p.m.–5:00 p.m.	Panel II: More Wavelengths, Higher Bit Rates, More Spectrum…The Path to Harnessing Maximum Fiber Capacity at the Lowest Cost Moderator: Niall Robinson, Vice President, Product Marketing, Mintera Corp., USA
Wednesday:
2:00 p.m.–4:00 p.m.	Panel III: Photonic Integration: Mainstream at Last? Moderator: Vijay Vusirikala, Director, Technical Marketing, Infinera, USA
Thursday:
10:00 a.m.– 12:00 p.m.	Panel IV: Optical Switching and Reconfigurable Networks: Balancing Agility, Reliability, and Economy as Networks Evolve Moderator: Dana Cooperson, Vice President, Network Infrastructure, Ovum, USA
1:00 p.m.– 3:00 p.m.	Panel V: 100G Standards Update Moderator: To Be Announced

Panel I: State of the Optical Industry

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

The goal of this session is to provide more insight into the state of the optical industry by having the suppliers and users of bandwidth share their views on the drivers, applications and deployment plans in the coming years. This panel will have representatives from the various stakeholders, ranging from Tier-1 Telco and Enterprise users, and fiber suppliers, equipment vendors to optical component vendors. To complement the views of the stakeholders, this panel will also have speakers from the market and equity research world to provide a Wall Street view of the industry.

Speakers

	Perspectives on Worldwide Optical Fiber Marketplace Brad M. Boersen, Manager, Business Stategy, Corning Optical Fiber, Corning Inc., USA The market for optical fiber posted an industry record and grew an average of 15% year over year between 2002 and 2007. This was driven by a) positive public policy, b) consumers’ appetite for bandwidth-consuming applications, and c) facilities-based competition. This presentation will highlight and give more insight into future deployment rates and patterns in all segments of the fiber market. Brad has 20 years of professional experience, 7 with Corning. Presently he manages Market & Strategic Analysis for Corning Incorporated's Optical Fiber business. Brad holds a B.S. degree in chemical engineering from Michigan State University and an S.M. degree in engineering and management from MIT’s Sloan School of Management.

	State of the Optical Industry: A Wall Street Perspective Paul A. Bonenfant, Communications Components Analyst, Vice President - Equity Research, Morgan Keegan & Co., USA At last year's OFC/NFOEC Market Watch session, the topic of consolidation was discussed as a potential means to help restore profitability in a market that has long suffered since the Optical/Internet bubble burst in the early 2000s. Subsequently, we have witnessed several announced mergers and acquisitions leading to perhaps the most pronounced changes in the competitive landscape in almost a decade. In this presentation, we will discuss recent consolidation efforts along with demand shifts and levers for business model improvement that we think may contribute to improved operating models. Paul A. Bonenfant joined Morgan Keegan in January 2005 as Associate Analyst for Communications Equipment, and in February 2008 assumed the role of Senior Analyst for Communications Components. Prior to his move to Wall Street, Paul spent over 15 years in the telecommunications industry. He was Principal Network Architect at Mahi Networks, Chief Architect at (and a founding member of) optical networking start-up Photuris, and a business development manager for mergers and acquisitions in Lucent’s Optical Networking Group. Before joining Lucent, he led requirements and standards development for optical transport systems at Bell Communications Research (Bellcore, now Telcordia Technologies). Paul received both his B.S. in engineering and applied science and his M.S. in electrical engineering from the California Institute of Technology. He is a member of Eta Kappa Nu, Tau Beta Pi, a Senior Member of the IEEE, and serves on the Technical Program Committee for OFC/NFOEC and Globecom.

	Network Traffic, Cost and Revenue: Putting the Relationship in Perspective Dana Cooperson, Vice President, Network Infrastructure, Ovum, USA Traffic growth projections over the next 10 years vary only in the degree to which they predict we will be awash in video. Network capacity is often viewed purely as a cost to be contained rather than an asset to be used to support new services that could more closely couple service value to revenue received (and bandwidth used). This is not surprising, given how hard it is to predict the Next Big Thing in services and who will profit from it. Bandwidth will never be free, however, and although increased network agility and intelligence make it more useful as an enabler for whatever new services might arise, they do not inherently make bandwidth cheaper. This introduction will be to provide some context for the opportunities as well as threats of continued strong traffic growth. As head of Ovum’s Networks practice, Dana is responsible for managing Ovum’s broadband access, IP services, carrier Ethernet, optical networks, and mobile infrastructure research and advisory team. Her personal area of expertise is in optical networking, where she does much of her research and consulting. Her most recent custom research collaborations include opportunity and competitive analysis regarding specific ON and Ethernet markets in EMEA and Asia-Pacific, the GPON market, the CWDM market, the ON enterprise market, and specific Ethernet services country markets and road-mapping next-gen optical networks. She also is called to help clients with product launch and product line strategy questions. Before becoming practice leader, Dana had various analyst roles within Ovum and RHK. She has been an industry analyst for 10 years. Dana brings 16 years of telecoms vendor and service provider experience to her role as industry analyst. Prior to becoming an industry analyst, Dana was a marketing manager for Tektronix, where she was responsible for its high-speed WDM/SONET/SDH test and measurement products. Before Tektronix, she was a product manager at Telco Systems, with responsibility for its MX3 and SONET OC-3 multiplexers. She began her telecoms career as a network engineer at NYNEX (now part of Verizon Communications), where she managed the first 100%-fiber-optic connection to a major business customer in New York City. Dana was awarded an M.S. in management from MIT and a B.S. in engineering from Cornell University.

	Title To Be Announced Steven Gringeri, Verizon Communications, USA

	Bandwidth Drivers in Carrier Networks and Technology Solutions Joe Huggins, Director, Access and Transport Technology Management, Qwest Communications, USA Network traffic grows at an ever-increasing rate and carriers must find solutions to keep pace with the increasing demands. It is a challenge the industry faces as a whole and carriers and vendor partners will need to find innovative ways to increase network capacity and improve network efficiency while driving costs down so end users can continue to benefit from current and emerging services without dramatic increases in cost. I will discuss bandwidth drivers and potential strategies for managing the increasing network requirements in order to economically deliver the services customers want today and in the future. Joe Huggins is the Director for Access and Transport technologies within the Technology Management organization at Qwest. He is responsible for the evaluation, selection, and certification of these technologies for Qwest’s Local and National networks; as well as driving the overall strategy of the Qwest Access and Transport networks. He has held positions in network engineering, planning, strategy and economic analysis. He has experience in transport, packet technologies, switching and finance. Mr. Huggins graduated from The Colorado College in 1977 with a degree in geology and received a Masters of Business Administration - Finance degree from Regis University in 1985. He holds three patents related to VDSL and ATM.

Panel II: More Wavelengths, Higher Bit Rates, More Spectrum…The Path to Harnessing Maximum Fiber Capacity at the Lowest Cost

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

Continued solid capacity growth in core, metro, access and submarine networks has researchers and product developers once again looking at strategies to maximize the transmission capability of optical networks. Of course, an eye to maximizing revenue and profits is critical too. We’ll explore how these key factors are influencing commercial solutions and directing forward-looking research aimed at powering the next decade of optical networking. This session will feature leaders from companies in the carrier space to the component space sharing their views of tomorrow’s high capacity networks.

Speakers

	Title To Be Announced Stephen Carlton, Vice President, Planning and Product Management, Fujitsu Network Communications, USA

	Providing Cost Effective DWDM Solutions for High Volume and High Growth Alan Gibbemeyer, Head of Solution Sales and Product Management, Nokia Siemens Networks, North America Fixed Networks Business, USA High volume customers for DWDM solutions are looking for ways to extend the life of their DWDM system investments. Systems providers with products offering higher capacity per fiber of 3.2Tb today are winning in these applications and are successful in providing the lowest total cost of ownership (TCO) in these applications. Key technologies are 40G per wavelength today and 100G per wavelength in the near future. Nokia Siemens Networks would like to present the key technologies, standards and product attributes today and those on the near-term horizon. Alan Gibbemeyer has played a key role in business development and strategy execution in Nokia Siemens Networks’ fixed network solutions in North America. He has 17 years of international experience in telecommunications network infrastructure and semiconductors. His previous role was General Manager for the optical business line in North America, where he was responsible for strategy and sales execution in optical network solutions across the region. Other roles with Siemens Information and Communications included Vice President and General Manager for Optisphere Networks a Siemens optical start-up company based in North America. Previously, Gibbemeyer worked for Lucent Technologies and Digital Equipment Corp., focused on portfolio and product management for global SDH/SONET, network management systems products and semiconductors. He earned a B.Sc. degree in electrical engineering from University of Cincinnati and an M.B.A. from Babson College in Wellesley, Massachusetts, and is currently based in Iselin, New Jersey.

	Title To Be Announced Stephen Grubb, Infinera, USA

	Market View from 10G to 40G to 100G Michael Howard, Principal Analyst and Co-Founder, Infonetics, 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. In the 1960s, he worked on operating systems and programming language compilers for ARPAnet, the first operational packet switching network and predecessor of the Internet. He co-founded Infonetics Research in 1990 and now focuses on optical, routing and metro Ethernet.

	All of the Above… Glenn Wellbrock, Director of Optical Transport Network Architecture and Design, Verizon, USA Traffic growth continues across all applications forcing operators to employ higher bit rates, higher degree ROADM counts and higher channel counts. This presentation will focus on how Verizon is taking steps to stay ahead of the curve while creating network architectures that are both more robust and easier to operate than conventional transport infrastructures. Glenn Wellbrock is the Director of Optical Transport Network Architecture and Design at Verizon, where he is responsible for the development of new technologies for both the metro and long haul transport infrastructure. Previous positions include running the advanced technology lab, establishing evaluation criteria and setting engineering guidelines for all backbone transport equipment as well as various positions within network operations. In addition to his 20+ years at Verizon (1984–2001 and 2004–present), Glenn was responsible for product architecture within the USA focused optical networks group at Marconi and product planning at Qplus Networks with a specific focus on developing alternative modulation techniques.

Panel III: Photonic Integration: Mainstream at Last?

Moderator: Vijay Vusirikala, Director, Technical Marketing, Infinera, USA

As optical networking systems evolve to meet rapidly growing bandwidth requirements, there is an increasing focus on photonic integration as a key enabler of cost-effective scalability, richer functionality, higher density and lower power consumption. This panel will review the breadth of photonic integration technologies and discuss current deployment status, application scenarios and commercial implications for the optical component and systems companies. Topics ranging from active opto-electronic devices (InP integration), passive optics integration (PLCs) to silicon PICs will be discussed. The panel will comprise key industry players representing optical component companies, system vendors, market analyst firms, and academia/corporate R&D labs to provide perspectives not only on near-term commercialization successes and challenges but also on exciting developments in the labs and the transition path to commercial products.

Speakers

	Photonic Integration on Silicon John Bowers, Director, Energy Efficiency Inst., and Profesor, Dept. of Electrical and Computer Engineering, Univ. of California at Santa Barbara, USA John E. Bowers is Director of the Energy Efficiency Institute and a professor in the Department of Electrical and Computer Engineering at the University of California at Santa Barbara. He is also CTO and co-founder of Calient Networks and Chairman of the Board of BioIQ. His research interests are primarily concerned with silicon photonics, optoelectronic devices, optical switching and transparent optical networks. Prof. Bowers is cofounder of the Center for Entrepreneurship and Engineering Management, and founder of Terabit Technology (sold to Ciena). Prof. Bowers received M.S. and Ph.D. degrees from Stanford University. He worked for AT&T Bell Labs and Honeywell before joining UCSB. Dr. Bowers is a fellow of the IEEE, OSA and the American Physical Society, and a recipient of the IEEE LEOS William Streifer Award and the South Coast Business and Technology Entrepreneur of the Year Award. He was an elected member of the IEEE LEOS Board of Governors, a LEOS Distinguished Lecturer, and Vice President for Conferences for LEOS. He has published eight book chapters, 450 journal papers, 700 conference papers and has received 52 patents. He is a member of the National Academy of Engineering. He and co-workers received the ACE Award for Most Promising Technology for the hybrid silicon laser in 2007.

	Photonic Integrated Circuits for Optical Communications with High Spectral Efficiency Christopher R. Doerr, Distinguished Member of Technical Staff, Bell Labs, Alcatel-Lucent, USA Christopher R. Doerr earned a B.S. in aeronautical engineering and a B.S., M.S., and Ph.D. in electrical engineering from the Massachusetts Institute of Technology (MIT). He attended MIT on an Air Force scholarship and earned pilot wings in 1991. Since coming to Bell Labs in 1995, Doerr’s research has focused on integrated devices for optical communication. He was promoted to Distinguished Member of Technical Staff in 2000, received the OSA Engineering Excellence Award in 2002, and became an IEEE Fellow in 2006. Doerr is Editor-in-Chief of IEEE Photonics Technology Letters. He is married to Neriko Musha and has two children.

	Title To Be Announced Cary Gunn, Co-Founder and Chief Technology Officer, Luxtera, USA

	Redefining Optical Cost, Scale and Performance with Optical Integration Sterling Perrin, Senior Analyst, Heavy Reading, USA Sterling Perrin has more than 12 years' experience in telecommunications as an industry analyst and journalist. His coverage areas at Heavy Reading include optical networking, cable MSO infrastructure and services, and digital content. Perrin joined Heavy Reading after five years at IDC, where he served as lead optical networks analyst, responsible for the firm's optical networking subscription research and custom consulting activities. Prior to IDC, Perrin worked for Standard & Poor's, where he delivered global industry analysis on a range of IT segments. He is a former journalist and editor at Telecommunications Magazine, and has also done consulting work for the research firm Current Analysis. Perrin is a frequent speaker at telecom industry events and is a highly sought-after source among the business and trade press.

	Title To Be Announced David F. Welch, Chief Marketing and Strategy Officer and Co-Founder, Infinera, USA

Panel IV: Optical Switching and Reconfigurable Networks: Balancing Agility, Reliability, and Economy as Networks Evolve

Moderator: Dana Cooperson, Vice President, Network Infrastructure, Ovum, USA

Network operators must do a difficult balancing act: They must support existing services and customers while planning and evolving networks for new services and keeping expenditures reasonable and networks reliable. How can ROADMs/optical switches help balance infrastructure needs and financial requirements? What tradeoffs need to be made and how can new technologies help operators optimize choices? How are ROADMs/optical switches being used today, and what new applications do we foresee in the future? This session will discuss ROADM/optical switch-based networks from multiple angles.

Speakers

	Title To Be Announced Hans-Martin Foisel, Deutsche Telekom, Germany

	Title To Be Announced Kazuo Hagimoto, NTT Network Innovation Labs, Japan

Panel V: 100G Standards Update

Moderator: To Be Announced

This session will provide an update on the status of 100G standards and associated implementation agreements. Standards work for 100G Ethernet is underway in the IEEE, while the ITU-T is well along on a coordinated activity to standardize a new signal format to transport 100G across global networks. Building on the IEEE and ITU-T standards, the OIF has several projects focused on a specific implementation for 100G transport across ultra long haul DWDM networks. Speakers will provide their perspectives on the work in these three bodies.

Speakers

	Title To Be Announced Joseph Berthold, Ciena Corp., USA

	Title To Be Announced John D’Ambrosia, Force10 Networks, USA