Archive
2006 Market Watch
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 community. A special session featured on Thursday highlighted Video over IP.
View available 2006 Market Watch presentations here. |
Schedule and Panel Descriptions
Click on the panel title to view the description and speakers. Additional speakers are being confirmed so check this site often for program updates.
Tuesday, March 7, 2006
Business and Management Insights
12:00 p.m.-2:00 p.m.
Moderator: Milton Chang, Managing Director, Incubic, LLC, USA
New broadband opportunities will see competition from both cable and telecom service providers, while systems providers and IT businesses in general must pay attention to globalization and international markets. This session features leaders from the global private equity, cable systems, and telecommunication technology sectors, sharing insights that cover a spectrum of issues highly relevant to everyone presently in our industry.
Dr. Henry Kressel, Partner and Senior Managing Director of Warburg Pincus, a global private equity investment firm that participated in the recent purchase of Telcordia, will address IT and communications business opportunities both in the United States and overseas from an investor viewpoint. Karl May, President and CEO of OpVista, a optical transport company presently supplying the major cable companies, will discuss the business environment and opportunities for serving the cable industry and CLECs, and will also share his insights on business development. Dr. Rod Alferness, Senior Vice President, Optical Networking and Photonics Research of Lucent, Bell Laboratories, recipient of the 2005 IEEE Photonics Award, will describe trends in optical network technologies.
Speakers
Innovation - the Engine of Global Broadband Networks
Rod Alferness, Senior Vice President, Bell Labs Res., Lucent Technologies, USA
Global Communications Services
Henry Kressel, Partner and Senior Managing Director, Warburg Pincus LLC, USA
Building the Broadband Connected Community
Karl May, President and Chief Executive Officer, OpVista, USA
Drivers for an Optical Re-Emergence
3:00 p.m.-5:00 p.m.
Moderator: Serge Melle, Vice President, Network Architecture, Infinera Corp., USA
The past year has seen the announcement and implementation of several major network overbuild initiatives geared towards wide-spread roll-out of broadband services, migration to IP-based networking, and wireless and wireless network and service convergence. In many cases these initiatives are having a significant impact on the underlying optical network infrastructure, or in the case of FTTX/PON initiatives, are an inherent part of it. This session will feature speakers providing a macro view of key initiatives, service drivers, resulting investment in new optical network infrastructures, and the resulting impact on the technology and vendor landscape.
Speakers
Network rEvolution in North America: The Expanding Role of Optics
Ronald J. Kline, Research Director, Optical Networks: North America, Ovum, USA
Wireline Resurrection: The New Optical Networking Agenda
Stéphane Téral, Directing Analyst, Service Provider Next Gen Voice and Mobile Core, Infonetics Research, Inc.
Beyond the Internet: Emerging Bandwidth Drivers
Stuart Elby, Vice President, Network Architecture, Verizon Network Services Group, USA
Optical Networking: A View from Wall Street
Paul Silverstein, Director, Equity Research, Credit Suisse, USA
Wednesday, March 8, 2006
Collapsing Layers and Technologies: How New Service Offerings Are Driving the Evolution of the Optical Communication Networks
2:00 p.m.-4:00 p.m.
Moderator: Alan Gibbemeyer, General Manager, Siemens Communications, Inc., USA
In recent years there has been a clear trend to collapse different optical network layers. The core, regional, metro, and access layers are being consolidated in one optical multi-haul platform, while an approach integrating the physical, SONET, switching, and routing layers is desired in the market place. These are disruptive approaches with long lasting impact on how we view the market and its segments, and how we build the network. This session will explore the commercial and technical benefits and challenges of such integrated technologies for the carrier, system supplier and component maker.
Speakers
Network Layer Convergence from the Residential to the Core
Hans-Juergen Schmidtke, Vice President of Product Management Access and Transport, Siemens Communications Inc., USA
Migrating to a Packet Over DWDM Network
Thomas Scheibe, Manager Product Management, TMG, Cisco Systems, USA
How Paths Collide: Network Layer and Technology Collapse Create New Opportunities and Threats
Dana Cooperson, Vice President, Optical Networks, Ovum-RHK, USA
The Role of SONET in an Ethernet-Centric World
Andre Fuetsch, Vice President Enterprise Product and Platform Integration, AT&T Inc., USA
Automation and Integration Are Key To Building Next Generation Networks!
Glenn Wellbrock, Director of Network Technology Development, MCI Communications, USA
Thursday, March 9, 2006
Special Session: IP Video and Its Many Implications
9:00 a.m.-10:00 a.m.
Featuring: Tony Werner, Senior Vice President and Chief Technology Officer, Liberty Global, Inc., USA
Just like most communications, video is also finding its way to IP networks. This transition creates opportunities and threats to every element of the value chain. This talk will highlight some of the early challenges as well as the long term implications of Video over IP. The discussion will include the impact of exponential increases in storage density, computational capacity and access bandwidth. The speaker will also provide his thoughts on evolving business models, portable media and the topic of disintermediation.
State of the Industry: A Wall Street / Investor Perspective
11:00 a.m.-1:00 p.m.
Moderator: Paul Bonenfant, Associate Vice President, Equity Research, Morgan Keegan & Co., USA
After years of decline, telco capex spending is predicted to approach double-digit year-over-year growth in 2005, with spending into 2006 focused on broadband access/FTTx, wireless, and carrier-grade Ethernet initiatives. This session will provide Wall Street and Investor perspectives on potential beneficiaries, from established players to emerging start-ups, with a view toward what the future might hold for the telecommunications industry.
Speakers
Arms Merchants to the Civil War
Simon Leopold, Senior Vice President, Equity Analyst, Morgan Keegan & Co., USA
An Investment Banking Perspective - IPOs, Financings and M&A
Gary Kirkham, Managing Director, Global Co-Head of Communications Equipment Group, Merrill Lynch & Co., USA
Venture Capital Trends In The Communications and Optical Sectors
Chris Rust, Managing Member, U.S.Venture Partners, USA
Voice as an Afterthought
Cliff Higgerson, Venture Capital Advisor, CHVentures, USA