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Market Watch

Tuesday, March 27-Thursday, March 29, 2007
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 community.

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.

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

Tuesday, March 27
12:00 p.m. - 2:00 p.m.	Panel I: Business and Management Insights
	Moderator: Milton Chang, Incubic, USA
Wednesday, March 28
2:00 p.m. - 4:00 p.m.	Panel II: Opaque vs. Transparent Optical Networks
	Moderator: Karen Liu, Ovum RHK, USA
Thursday, March 29
8:30 a.m. - 10:30 a.m.	Panel III: ROADMs
	Moderator: Marc Stiller, Director, Product Engineering, NeoPhotonics, USA
11:00 a.m. - 1:00 p.m.	Panel IV: A Wall Street Perspective
	Moderator: Phil Becker, Wasserstein Ventures, USA
1:30 p.m. - 3:30 p.m.	Panel V: Escalating Bandwidth Demands in Enterprise Networking
	Moderator: Dawn Hogh, OpVista, USA

Tuesday, March 27

12:00 p.m.- 2:00 p.m.
Panel I: Business and Management Insights

Moderator: Milton Chang, Incubic, 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 will feature business leaders from several sectors, sharing insights that cover a spectrum of issues highly relevant to everyone in our industry.

Speakers:
The Future of Optical Networking: Moving Toward an Ethernet-WDM Tranport
Michael Howard, Principal Analyst & Co-Founder, Infonetics Research, Inc., USA

Transformation to the All-Packet Transport Network - Challenges, Solutions, Enablers, and Migration Strategies
David P. Dixson, Vice President, Optical Network Division, Alcatel-Lucent, USA

Title to Be Announced
Tim Jenks, Chairman, President & Chief Executive Officer, NeoPhotonics, USA

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Wednesday, March 28

2:00 p.m. – 4:00pm
Panel II: Opaque vs. Transparent Optical Networks

Moderator: Karen Liu, Research Director, Ovum RHK, USA
Much of the driving force in the past ten years behind network evolution has been the ideal of the all-optical network, with more optical regeneration, and less electronic regeneration. Recently, some in the vendor community have proposed just the opposite - that by embracing electronic switching as a core asset of the optical network, both operating and capital expenses can be lowered. This latest paradigm shift has stirred vigorous debate in both the vendor and carrier communities. The session with include leading representatives from each community to shed more light on this important and timely topic.

Speakers:

The Value Proposition of Electronic over Optical Switching in an Optical Network
Dave Welch, Founder, Infinera, USA

The Evolution of Optical Networking Transparency beyond Further, Faster, and Cheaper
Thomas A. Strasser, Founder and Chief Technology Officer, Nistica, Inc., USA

Optimizing the optical transport layer for packet traffic
Loukas Paraschis, Advanced Technology, Core Routing, Cisco Systems, USA

Optical Networks in Today's Demand Environment
Robert Feuerstein, Senior Architect, Level 3 Communications, Inc., USA

Thursday, March 29

8:30 a.m. – 10:30 a.m.
Panel III: ROADMs

Moderator: Marc Stiller, Director, Product Engineering, NeoPhotonics
During the past 3 years, optical network deployments have gone from desire to require for ROADM functionality. The session explores the drivers behind this transition, including emerging technologies for ROADM, system architecture and changes in system traffic and growth patterns. Leaders from the components, systems and network deployment sectors will discuss their views on the drive for and future of ROADMs.

Speakers:
ROADM Technology and Functionality: The Road Ahead
Jy Bhardwa, General Manager, Agile Optical Networks Business Unit, JDSU, USA

Title to Be Announced
Jeffrey Maddox, PLM, Optical Products, Cisco

Recent Advances on ROADM Technologies
Yoshinori Hibino, Executive Manager, NTT Network Labs, Japan

11:00 a.m. – 1:00 p.m.
Panel IV: A Wall Street Perspective

Moderator: Phil Becker, Senior Investment Director, Wasserstein Ventures
There has been continued consolidation in the US service provider landscape, as well as consolidation on the equipment provider side in 2006. This has put more pressure on smaller companies with meaningful products to find the right partners to bring their products to market. The traditional telecom service providers have seen their business models continue to be threatened by triple play competition from the cable providers, and loss of market share as VoIP cannibalizes their traditional landline market. These disruptions have spurred a renaissance in equipment deployment as providers need to step up the scope and quality of their services, especially for television and high speed Internet. FTTP deployment has started to hit its stride with the continued deployment of the Verizon FIOS service and its inroads on the cable providers. IPOs have been less than successful in 2006, and Wall St. has penalized a number of players for erosion in market share or a need for increased capital expenditures. It is not yet clear how the telecom market landscape will change and how Wall St. will choose to reward the winners.

Speakers:
Optical Telecom is Blossoming Again
John Dexheimer, Partner, First Analysis Private Equity, USA

A Contrarian View of the Communications Market
Russell A. Johnson, Partner, Kalkhoven, Pettit, Levin & Johnson Ventures, USA

Value Creation and Monetization in Optical Modules
Andrew Schmitt, General Partner, Nyquist Capital, USA

Title To Be Announced
Jeffrey Osborne, Director, CIBC World Markets

1:30 p.m. – 3:30 p.m.
Panel V: Escalating Bandwidth Demands in Enterprise Networking

Moderator: Dawn Hogh, Vice President, Marketing, OpVista, Inc.
Enterprises are currently evaluating alternative solutions, with some, like Google, garnering headlines by deploying their own network build-outs. This session discusses how operators and enterprises are responding to the challenges created by escalating bandwidth demands with applications such as storage, security, and video. The session features speakers from the enterprise, operator, equipment provider, and analyst community, providing their views on what is driving higher bandwidth requirements in the optical layer by enterprises.

Speakers:
Optical Networking Equipment Forecast by Vertical Markets,
Eve Griliches, Program Manager, Telecommunications, IDC, USA

Enterprise communication fabric - The challenge of integrating applications and allocating network resources
Thomas Scheibe, Manager, Product Management, Internet Switching BU, Cisco Systems, USA

Optical Ethernet Methodologies in MSO Markets
Bill Trubey, Principal Network Architect, Time Warner Cable, USA