Market Watch

Tuesday, March 8 –Thursday, March 10, 2011
OFC/NFOEC Exhibit Floor Theater

This three-day series of panel sessions engages 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.

Market Watch Chair:
Karen Liu, Vice President, Components and Video Technologies, Ovum, USA

Market Watch Organizer:
Samuel Liu, Director, Product Line Management, Opnext, OPS Business Unit, USA

Schedule-at-a-Glance
Panel descriptions and speakers are being confirmed so check this site often for program updates.

Panel I: State of the Optical Industry

Moderator: Richard Habel, M.Sc., CEO, Habel Consulting, Canada

Moderator Biography:
Richard Habel has over 25 years of optic and telecommunications experience, with expertise in financing, business development, and R&D. In 2009, Mr. Habel founded Pavemetrics Systems Inc., a company focused on the commercialization of vision systems. He also works as a consultant for venture capital firms specializing in high technology and he is on several boards of directors.

Mr. Habel founded IPR Due Diligence, a consulting firm in the field of intellectual property. He was vice president of the tunable components business unit at JDS Uniphase, where he managed a staff of over 160 people. Mr. Habel also spent 12 years with Nortel Networks' high capacity development group in the development of OC-48, OC-192, and next-generation optical systems.

Mr. Habel holds a M.Sc. in electrical engineering from Laval University, Quebec City, Canada. He holds 23 patents and is a regular presenter at industry conferences, authoring several technical papers.

Panel Description:
The goal of this session is to provide views from carriers/service providers, equipment & component suppliers, VC/financiers, and market and equity researchers on industry health, consolidation, funding innovation, etc.

Speakers:
Paul A. Bonenfant, Communications Components Analyst, Vice President - Equity Research, Morgan Keegan & Co., USA
Dana A. Cooperson, Vice President, Network Infrastructure, Ovum, USA

Panel II: Implications of Converged Wireline Wireless for Network Evolution

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

Moderator Biography:
Dana Cooperson is responsible for managing Ovum's networks research advisory and consulting services, which comprise broadband access, switching/routing, optical transport, mobile infrastructure, and carrier financials. Recent custom research projects have covered mobile network traffic management and optimization, test outsourcing in the mobile ecosystem, software product opportunities in ON, green networking, GPON opportunity analysis, EMEA and AP optical and carrier Ethernet opportunity analysis, and Ethernet services market entry planning.

Dana brings 15 years of telecoms vendor and service provider experience to her 11 years as an industry analyst. Prior to joining RHK/Ovum, Dana was a marketing manager for Tektronix, where she managed WDM/SONET/SDH test and measurement products. Before Tektronix, she managed MX3 and SONET products at Telco Systems. She began her career as a network engineer at NYNEX (now Verizon Communications) in New York City. Dana was awarded an MS in management from MIT and a BS in engineering from Cornell University.

Panel III: 100G Ecosystem: Enabling Technology and Economics

Moderator: James Keszenheimer, Ph.D., M.B.A, Business Development Manager, ViaSat-Cleveland, USA

Moderator Biography:
Dr. James Keszenheimer is responsible for new business development and market strategy for the ASIC and IP Cores business of ViaSat, which sells DSP and FEC cores for 100 Gbps transport networks. He was previously business director of the Optoelectronics Division at Sarnoff Corporation and has cofounded two photonics companies, Micracor and Novalux. Dr. Keszenheimer has consulted in areas including design, package and test, laser reliability for space missions, and FDA approved design and integration for medical devices. He holds B.S. and M.S. degrees in physics from John Carroll University, a Ph.D. in electrical engineering from Tufts University, and an M.B.A. from Myers University.

Panel Description:
This session will explore the state of the 100G ecosystem and expectations for its commercialization. As the first 100G networks are finishing field trials, speculation continues about the readiness of the technology, cost effectiveness, market acceptance, and timing for deployment. Will the lessons learned from 40G enable 100G to take off sooner? How will technology convergence in modulation formats affect future data rates beyond 100G? Will OFDM become a viable solution and what other solutions including higher order modulations will likely surface?

Speakers:
Joe Berthold, VP Network Architecture,  Ciena, USA
Jeffrey Maddox, Senior Director, Product Line Management, Optical Transport Business Unit, Cisco Systems, Inc., USA
Ross Saunders, VP, Marketing, Opnext Subsystems, USA
Terry Unter, EVP and GM, Transport System Solutions BU, Oclaro, USA
Markus Weber, Director Wireline, Fujitsu Semiconductor Europe, Germany

Panel IV: Data Center: Traffic and Technology Drivers

Moderator: Vladimir Kozlov, Founder and CEO, LightCounting LLC, USA

Moderator Biography:
Dr. Vladimir Kozlov is the founder and CEO of LightCounting, an optical communications market research company. LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of the optical communications supply chain.

Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications, and market research. Dr. Kozlov held market analyst, product development, and research staff positions at RHK Inc., Lucent Technologies, and Princeton University. Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received his M.Sc. at Moscow State University in Russia and a Ph.D. in physics at Brown University in the United States.

Panel Description:
With global economic recovery underway, deployments of new enterprise datacenters and upgrades to the existing ones are accelerating. Emergence of Super Datacenter operated by popular content providers like Amazon, Facebook and Google gives another boost to this market. Continuing migration to virtualized datacenters and cloud computing makes the situation even more interesting.

Leading equipment suppliers are battling for controlling the market. Both HP and Cisco say that converged data center architecture is the future for enterprise data centers. But that vision has split up the two long time partners in equipping datacenters. Data center customers often bought HP servers and Cisco networking gear together. When Cisco entered the server market in 2009 with its Unified Computing System the partnership was over. But Cisco UCS only works with Cisco equipment and HP does not provide great support for its Servers when interoperating with Cisco Nexus datacenter switches. So customers are placed in the position of having to decide between HP and Cisco for a converged network or stick with separate data and networking vendors. This dilemma is not an issue for Super Datacenter operators that bypass HP and Cisco designing datacenters from scratch to reach optimal performance.

The panel will focus on addressing the following issues:

• How changes in datacenter design impacting requirements to optical interfaces?
• What limits growth of Super Datacenters?
• Is there an opportunity for new optical technologies?
• How datacenter managers navigate through technological changes and battles among major equipment vendors?

Speakers:
Donn Lee, Network Architect, Facebook, USA

Panel V: What's Next for Optical Networking

Moderator: Andrew Schmitt, Directing Analyst, Optical, Infonetics Res., USA

Moderator Biography:
Andrew Schmitt leads Infonetics Research’s Optical coverage, authoring quarterly market share and forecast reports, regular research notes, and service provider survey research. He covers the optical market from the carrier, equipment, and components sides, tracking SONET/SDH, MSPP, crossconnects, WDM, ROADMs, packet optical transport, 10G, 40G, 100G+, metro and long haul optical, etc. He is also a consultant to startups, service providers, manufacturers, and the investment community.

Prior to joining Infonetics, Andrew ran Vitesse Semiconductor's carrier chipset unit, and headed Nyquist Capital, an investment advisory and consulting firm focused on the optical sector. He holds multiple patents and earned his B.S. in electrical engineering at the University of California at Santa Barbara.

Panel Description:
This session will look at the challenges service providers face in the coming years and how suppliers plan to help them surmount them. Panelists are encouraged to focus on "what's next," not "what we've done," present what they expect to be the toughest issues that need resolution in coming years, and what they think the best path to success is. Topics to be discussed – 100G Coherent networking roadmaps, ROADM roadmaps, and Packet-Optical Networking architectures.