2005 Market Watch: Business and Technology

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Schedule and Panel Descriptions
Click on the panel title to view the description and speakers. Speaker biographies can be viewed by clicking on the "Speaker" link under each panel description.

Panel Descriptions and Speakers

Business and Management Topics
Tuesday, March 8; 12:00 p.m.–2:00 p.m.
Moderator: Milton Chang, Managing Director, Incubic, LLC, USA

This session features speakers from the financial, business and industrial communities sharing insights that cover the full spectrum of issues for those involved in the industry and managing a technology business. Antti Kankkunen, Vice President, Product Strategy & Technology at Tellabs, will present a supplier’s view of broadband access. Mike Goguen, Partner at Sequoia Capital, will describe the current venture funding environment. Patrick Harshman, President of Broadband Access Networks of Harmonic Inc., will share the company’s experience working with cable operators and service providers in the FTTH space. Each speaker will give a 25-minute address, followed by a panel discussion and audience Q & A.

Speakers
A System Supplier’s View on Triple/Quadruple Play Broadband Access
Antti Kankkunen, Vice President, Product Strategy & Technology, Tellabs Operations Inc., USA

Perspective of Venture Funding in the Communications Space
Michael Goguen, Partner, Sequoia Capital, USA

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Broadband Access: FTTP Is Changing the Game
Tuesday, March 8; 3:00 p.m.–5:00 p.m.
Moderator: Chris Pfistner, Director, Global Access Business, NeoPhotonics Corp., USA

This exciting session features executives from telecom carriers and system and outside plant suppliers providing their views on the opportunities and challenges for FTTP around the world. Fiber-to-the-Premises (FTTP) is transforming the broadband access market dynamics in several countries in Asia, particularly Japan. Japan is now entering a second phase of FTTP deployments shifting the network architecture from Point to Point (P2P) to Point to Multi Point (P2MP) networks. Now the technology is starting to gain momentum in North America. In North America and in Europe, small carriers, municipalities and real-estate developers have driven the majority of FTTP deployments thus far. This started to change in 2003 with the RBOCs in North America issuing a joint RFQ for large FTTP network builds. The issue of deploying FTTP networks leads to two key themes: new revenue streams enabled by new services and the cost for building the new infrastructure. While the debate on the former subject is likely to continue for some time, the discussion on the latter is changing rapidly since the cost of the equipment has come down significantly in recent years, driven largely by cost reductions in optical components and subsystems.

Speakers
Rapidly Growing FTTH Market in Japan
Hiromichi Shinohara, Director, NTT Access Labs, Japan

FTTP: Flexible Foundation for Future Access Technologies
Michael Day, Vice President Technology and Strategy, Chief Technical Officer, ADC, USA

The State of FTTP in North America
Mark Abrams, Senior Director, FTTP PLM, Tellabs, USA

SBC FTTP Update: Integrating with Project Lightspeed
Ralph Ballart, Vice President, Broadband Infrastructure and Services, SBC Labs, Inc., USA

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Delivering Convergence with Intelligent Ethernet Services
Wednesday, March 9; 1:30 p.m.–3:30 p.m.
Moderator: Mathew Steinberg, Director of Business Development, Ample Communications, USA

Voice, video and data convergence is resulting in new requirements for deployment of advanced services from the enterprise access point to the metro network core. Intelligent Ethernet services satisfy these new requirements using existing infrastructure to maximize the current network investment. This session will explore the implementation of Intelligent Ethernet services to maximize existing infrastructure from both the carrier and large enterprise perspective.

Speakers
Interworking Ethernet with Carrier’s Highest Revenue Services
Chuck Sullivan, Product Marketing Director, Data Networking Group, Ciena Corp., USA

Carrier Ethernet vs. Enterprise Ethernet
Mark Seery, Program Director, Switching and Routing, RHK, USA

An Enterprise's Perspective
Matthew Liste, Vice President, Network Platform Engineering, Goldman, Sachs & Co., USA

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Out of the Gloom—One Year Later: Optical Renaissance or False Hopes?
Wednesday, March 9; 4:00 p.m.–6:00 p.m.
Moderator: Stagg Newman, Senior Practice Expert, McKinsey and Co., USA

This provocative session takes a longer term view of directions for the industry and what has to happen for the industry to revitalize the industry. Key topics addressed are:

• Implications of current industries, current business models and directions;
• Implications of the “fiber announcements of the telcos”;
• Comparison of telecommunications to other industries during transitional periods; and
• Changes in the telecommunications model going forward and its implications.

Speakers
How Much Bandwidth Can You Drink?
Drew Lanza, General Partner, Morgenthaler Ventures, USA

The Economics of the Vendor Landscape
Brant Thompson, Vice President, Communications Technology Group, Goldman, Sachs & Co., USA

FTTx: Mth or Reality
Daniel Docter, Senior Investment Manager, Intel Capital, USA

The Coming Up-Cycle in Telco Spending: What, When & Why
Paul Sagawa, Senior Research Analyst, Telecommunications Equipment, Sanford C. Bernstein & Co., LLC, USA

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Global Market Potential—R&D or Reality?
Thursday, March 10; 10:30 a.m.–12:30 p.m.
Moderator: Serge Melle, Vice President, Network Architecture, Infinera Corp., USA

This session explores the potential of recent and future technology innovations against current market requirements which seek to simplify networks and reduce operating costs. This session will also answer the question of whether these innovations will remain interesting R&D or become commercial reality in real-world applications. Insights and opinions will be provided from the viewpoints of service providers, component and system vendors, and industry analysts. Over the past decade the optical networking industry has seen tremendous scientific and technical innovation. Although the magnitude of new R&D funding has declined significantly over the past few years, disruptive innovation has continued, spurred by the need to provide meaningful end-user benefits. At the same time, the recent industry slow-down has challenged the viability of many previous technology innovations against current market requirements.

Speakers
Optical Integration: The Need to Maintain a Competitive Edge
Myo Ohn, Vice President, Marketing & Business Development, OpTun, Inc., USA

Advances in Large-Scale Photonic Integration Enables Digital Optical Networks
David Welch, Ph.D., Chief Development Officer, Infinera Corp., USA

All-Optical Reality Check
Scott Clavenna, Chief Analyst, Heavy Reading, USA

Less Is Better: The Advantages of Reducing Equipment Count in the Network
Glenn Wellbrock, Director of Network Technology Development, MCI Communications, USA

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Ethernet Services—Catching on like Wild Fire?
Thursday, March 10; 1:30 p.m.–3:30 p.m.
Moderator: Vinay Rathore, Senior Product Marketing Manager, Ciena Corp., USA

The adoption of Ethernet based services to business and residential customers has many facets worth exploring. This session looks at a study of adoption of services to date on a worldwide basis. This study also explores the adoption of technologies such as Ethernet over fiber, wavelengths and SONET, as well as Ethernet services offered over new technologies such MPLS/VPLS and the appropriate applications for each. Private line services, private LAN services and Ethernet’s role in delivering converged triple play services will be discussed.

Speakers
Enterprise Adoption of Ethernet Services
Brian Van Steen, Senior Analyst, RHK, USA

Ethernet: The Infrastructure Play for Carrier Services
John Hawkins, Senior Marketing Manager, Nortel Networks, USA

The New Realm of Convergence: Converging Residential and Enterprise Service Delivery
Mehdi Sif, Director of Product Marketing, Alcatel, USA

Delivering Profitable Ethernet Services
Vinay Rathore, Senior Product Marketing Manager, Ciena Corp., USA

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