Market Watch

Tuesday, March 23–Thursday, March 25, 2010
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.

Watch Chairs Discuss Market Watch 2010

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:
Paul A. Bonenfant, Communications Components Analyst, Vice President - Equity Research, Morgan Keegan & Co., USA

Sponsored by:

Huawei

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: Richard Habel, MSc, Chief Executive Officer, Habel Consulting, Canada
3:00 p.m.–5:00 p.m.	Panel II: Implications of Wireless Network Evolution: Wireless Backhaul and Beyond Moderator: Dana Cooperson, Vice President, Network Infrastructure, Ovum, USA
Wednesday:
1:00 p.m.–3:00 p.m.	Panel III: Benefits and Tradeoffs of Photonic Integration—Functional or Hybrid? Moderator: Stan Lumish, PhD, Department of Defense, USA
Thursday:
10:00 a.m.– 12:00 p.m.	Panel IV: Packet Optical Migration—The Case for Multilayer Transport Equipment Moderator: Andrew Schmitt, Directing Analyst, Optical, Infonetics Research, USA
1:00 p.m.– 3:00 p.m.	Panel V: Reinventing Carrier Networks for 100G: Taking it to the Next Level Moderator: James King, Executive Director, AT&T Laboratories, USA

Panel I: State of the Optical Industry

Moderator: Richard Habel, MSc, Chief Executive Officer, Habel Consulting, Canada

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

Speakers

Perspectives on the Worldwide Optical Fiber Marketplace
Brad M. Boersen, Director, Business Strategy, Optical Fiber, Corning Inc., USA

2010 represents the 40th anniversary of the invention of the first commercially viable low-loss optical fiber. Since that time, enough optical fiber has been deployed to make four round trips to the sun.
The worldwide market for optical fiber is now about 40% higher than at the peak of the internet bubble, and about 200% higher than at the 2003 post-internet bubble trough. This remarkable recovery and resilience has been driven by a) positive public policy, b) consumers appetite for bandwidth-consuming applications, and c) facilities-based competition.

Despite the 2008/2009 recession, the market for optical fiber in 2009 is expected to grow at least 15%. This growth was entirely driven by China, which grew more than expected and offset the expected (and experienced) declines in almost all other markets worldwide. These details and our view of 2010 market prospects will be discussed. In addition, our view of fiber market pricing dynamics, industry supply/demand, U.S. stimulus, and public policy trends may be reviewed.

Brad Boersen has 22 years of professional experience. Presently he is Director of Business Strategy & Analysis for Corning Inc.'s Optical Fiber business. Prior to joining the Optical Fiber business he worked in Corning's Optical Networking Devices business, and prior to Corning Brad worked for Eastman Kodak. Brad holds a B.S. degree in Chemical Engineering from Michigan State University and an M.S. in Engineering and Management from Massachusetts Institute of Technology.

State of the Optical Industry: Light at the End of the Tunnel?
Paul A. Bonenfant, Communications Components Analyst, Vice President - Equity Research, Morgan Keegan & Co., USA

As the industry emerges from the most pronounced downturn since the optical/Internet bubble burst in the early 2000's, investors seek signs of a sustained recovery–an end to sequential revenue declines, and earnings improvement from higher sales volumes vs. cost-cutting. Recent commentary from suppliers suggests demand for certain components exceeds supply. While some “double-ordering” is inevitable, increased network deployment activity may be driving the up-tick, in addition to the typical dynamics associated with an inventory refresh (the “Bullwhip Effect”). Some argue that recent M&A activity (both public and private) has led to share shifts, but the problem of overcapacity remains. In this presentation, we will discuss topics of ongoing debate, including demand and deployment trends, consolidation (M&A, both public and private), innovation vs. near-term cash preservation, and whether the industry has reached (or is nearing) a state of sustained profitability.

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 BS in engineering and applied science and his MS in electrical engineering from the California Institute of Technology.

The Optical Industry: 2010 and Beyond
Dana A. Cooperson, Vice President, Network Infrastructure, Ovum, USA

This presentation will provide an overall perspective on the optical industry, based on Ovum’s ongoing component and systems research. Topics will include growth prospects and drivers, dependencies, and uncertainties.

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.

FTTH Deployment Worldwide—Status and Challenges of Massive Deployment
Étienne Gagnon, Vice President, Product Management and Marketing, EXFO, Canada

In today’s networking world, offering more services—and therefore more bandwidth—to end users is the name of the game for wireless, wireline and cable TV operators. Bringing optical fiber further and further into the network is the commonly accepted approach by carriers around the world, whether they are investing in FTTH, FTTN or even 3G/4G networks. Although this represents a great potential for the optical communication industry in general, bringing fiber closer to the home is proving to be an unprecedented challenge from an optical technology standpoint. Having been at the forefront of the FTTH/FTTN wave since 2003, EXFO has built extensive expertise on this challenge. In this presentation, we will review the technical difficulties posed by early FTTH/FTTN deployments, and then take a look at today’s challenges as these technologies are now massively being deployed throughout the world.

Étienne Gagnon was appointed Vice President of Product Management and Marketing in May 2003, and in May 2007, he took on the responsibility of all our telecom business units—Optical, Transport and Datacom, Access, and Navtel. As such, he is responsible for EXFO’s general marketing direction on both the product level and communications level. For nearly three years, before returning to EXFO in early 2003, Mr. Gagnon was Vice President of Sales and Marketing at TeraXion, an optical component manufacturer based in Quebec City.

Mr. Gagnon began his career as a design engineer for Bombardier/Canadair, where he worked on the Canadian Regional Jet project between 1990 and 1993. Later, he held the position of Business Development Manager for France Telecom in Hungary. In 1994, he joined EXFO’s European office as a Regional Sales Manager, and in 1996, he was brought back to Quebec City to head the OSP marketing group. Mr. Gagnon then went on to become the director of our Outside Plant division in 1998, and remained in that function until he joined TeraXion in 2000.
Étienne Gagnon holds a Bachelor’s degree in mechanical engineering from the University of Montreal's School of Engineering and a Master’s degree in European business from the École nationale supérieure des télécommunications in France.

Furthering Innovation in Optical Networks
Alan Lowe, President and General Manager, Communications and Commercial Optical Products (CCOP) Business Segment, JDSU, USA

Network providers want innovation when they invest in optical communications solutions, but this is not always what they are getting. When technology innovation does occur, it has often been the result of a single company or vendor taking the initiative.

As the industry continues to recover and higher capacity networks are required to meet increased bandwidth demands, leading market players will need to work more closely together and with customers to foster innovation from the outset. If this is done well, the end user’s needs for low cost, flexible and scalable solutions will be met in ways that are more beneficial to all parties involved.

Current examples and discussions about what future collaboration could look like will be covered during this presentation.

Alan Lowe is responsible for the JDSU's Communications and Commercial Optical Products business. Prior to joining JDSU in September 2007 as Senior Vice President of the Commercial Lasers business, Lowe was Senior Vice President of the Customer Solutions Group at Asyst Technologies, Inc., a leader in automating semiconductor and flat panel display fabs. From 2000 to 2003, he was President and Chief Executive Officer of Read-Rite Corporation, a manufacturer of thin-film recording heads for disk and tape drives. From 1989 to 2000, Lowe served in roles of increasing responsibility at Read-Rite, including President and Chief Operating Officer, and Senior Vice President, Customer Business Units. Prior to joining Read-Rite, he served in various sales positions with Microcom Corporation and IBM Corporation.

He is a member of the advisory board of ETM Inc., a privately held provider of tailored power subsystems. Lowe holds bachelor's degrees in computer science and business economics from the University of California at Santa Barbara, and also completed the Stanford Executive Program in 1994.

Optical Components: Fewer Players and More Opportunities
Andrew Schmitt, Directing Analyst, Optical, Infonetics Research, USA

This presentation will examine the results of the long awaited consolidation in the optical component business as well as highlight the most important trends in the equipment and component markets.

Andrew Schmitt (http://twitter.com/aschmitt) 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 BS in electrical engineering at the University of California at Santa Barbara.

Transport Is More than Just Connectivity
Glenn Wellbrock, Director of Optical Transport Network – Architecture and Design, Verizon Communications, USA

Next-generation long haul transport systems must incorporate more than just 100G optics to be widely deployed. This talk will focus on the additional requirements and timelines needed to insure wide-scale deployment versus simply upgrading existing systems with higher capacity transponders.

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 aArchitecture within the United States-focused optical networks group at Marconi and product planning at Qplus Networks with a specific focus on developing alternative modulation techniques.

Panel II: Implications of Wireless Network Evolution: Wireless Backhaul and Beyond

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

The panel explores perspectives on optical architecture implications of wireless technology as mobile networks evolve from 2G to 3G to 4G. How will changing mobile network and service requirements affect ON requirements including media (air, copper, fiber), technology (DSL, Ethernet, PON, WDM), capacity, survivability, power and synchronization?

Speakers

Supporting 4G/Evolved Packet Core (EPC) Networks
Stuart Elby, PhD, Vice President – Network Architecture, Verizon, USA

4G radio access networks provide bandwidths 2.5–10X that of 3G networks. An even more fundamental change is the EPC architecture. All services including voice are treated as IP data applications, and all of these data sessions are anchored on the subscriber’s “home” packet gateway. The resulting traffic flow and volume creates significant challenges for both the access and core network. Investments in optical packet technologies are needed to address these challenges.

Dr. Stuart Elby, Vice President of Network Architecture, is responsible for Verizon’s network vision and evolution towards this target. Stuart is also responsible for the design and specification of Verizon’s metro, regional, and long haul optical transport networks; VoIP and IMS networks; and emerging converged services platforms. Additionally, he is responsible for collaborative R&D activities with universities and government, and the Verizon Interoperability Forum.

Previously, Dr. Elby was a Research Associate at the NSF Center for Telecommunications Research at Columbia University performing R&D in all-optical networks and developing ATM/WDM platforms. At a laser surgery start-up, he was responsible for FDA clinical trials and product development, and brought the first disposal plastic fiber-optic system to the medical market. In 1982, he worked at StorageTek, contributing to the development of the first commercial optical disk system.

Dr. Elby received a BS degree in optical engineering from the University of Rochester (New York) in 1982 and received a MSEE and PhD from Columbia University in 1989 and 1994, respectively.

Mobile Broadband Explosion and the Role for Microwave Backhaul
Stuart Little, Director of Corporate Marketing, Harris Stratex Networks, USA

The use of mobile broadband data is exploding. With the continued success of new smart phones and the imminent proliferation of connected netbooks, this situation can only get worse. Operators need to rapidly evolve their networks while preserving their existing revenue base. This presentation examines how next-generation microwave backhaul technologies can transform mobile networks and turn the mobile broadband explosion into a transformative opportunity for revenue growth.

Stuart Little has been involved in the wireless transmission industry on three continents for over 20 years, starting as a radio engineer with the Royal Australian Air Force (RAAF) and Amalgamated Wireless Australasia (AWA) in Australia. This was followed by positions in Technical Sales and Marketing in the United Kingdom with Nera AS and Digital Microwave Corporation (DMC).

Since 2000 Stuart has been based in California, holding positions in Product Management and Marketing with DMC (subsequently renamed Stratex Networks). In 2007 Stuart became responsible for global Corporate Marketing for Harris Stratex Networks, the result of a merger that year between Stratex Networks and the Microwave Division of Harris Corporation, which formed the largest independent provider of microwave transmission systems in the world.

Backhaul Solutions—How Future-Proof Can They Be?
Ronen Mikdashi, Associate Vice President, Head of Product Marketing Department, ECI Telecom, Israel

As mobile networks evolve from the good old 2G networks towards 3G and beyond (eg, 3.5G, Wimax & LTE-based networks), backhauling infrastructure is transforming as well. The TDM, E1/T1-based backhauling is no longer enough, and Ethernet-based backhauling is becoming the ultimate answer for the high capacity backhauling requirements. This transformation raises many questions for operators, such as:

How can we optimize the migration path to Ethernet-based backhauling, in terms of CAPEX?
Should the TDM-based backhauling be totally replaced by Ethernet-based backhauling, or should it be done gradually?
Two separate backhauling network (TDM and Ethernet) or a single network?

In this presentation we will discuss the solutions to perform an optimized transition, based on best practices—converged solutions for all backhauling requirements, transition management for the process and more.

Ronen Mikdashi is the Head of Product Marketing of ECI Telecom's Network Solutions Division. Mr. Mikdashi holds 12 years of experience in the telecom industry, including several product marketing and system engineering positions at Cellcom and the IAF. He has also served as a director in the Israeli telecom regulator. He has wide-ranging knowledge of carriers' transport network needs and technologies as SDH, WDM, Carrier Ethernet and Radio.

Mr. Mikdashi served as a Major in the Israeli Air Force for 7 years, leading one of the largest DWDM projects in Israel.

Mr. Mikdashi holds a BSc degree in electrical engineering from Tel Aviv University, and a Master of Business Administration (marketing & finance) from Ben Gurion University.

The 4G Backhaul Bottleneck: Wireless Customer Needs and Solutions
Ravi Potharlanka, Chief Operating Officer, FiberTower, USA

The presentation will provide an overview of how the evolution of wireless networks is presenting new and exciting challenges within backhaul part of the network. A synthesis of customer needs and key drivers will be presented. Next, an analysis of various solutions will be provided. Finally, the presentation will share perspectives on how the industry is expected to evolve as it solves the backhaul bottleneck.

Mr. Potharlanka has been the Chief Operating Officer (COO) of FiberTower since January 2008. Before becoming the COO, he served as co-President and SVP of Operations of FiberTower. Prior to that, he served as FiberTower’s Vice President of Market Operations and Vice President of Strategic Partnerships between August 2001 and August 2003. From August 1997 to July 2001, Mr. Potharlanka served in various capacities at Teligent, Inc., a fixed wireless CLEC (or competitive local exchange carrier) company, most recently as Vice President of International Market Development. Prior to that, from August 1991 to December 1995, he served as Director of Product and Technology Development at Nextel Corporation and as Manager of Technology Development at Airtouch. Mr. Potharlanka holds a BE degree in electrical engineering from NIIT, Trichy (India), an MS degree in electrical engineering from the University of California at Davis, and an MBA degree from Harvard Business School.

Mobile Transport: the Business Case for Evolving Existing Backhaul to LTE
Matthew Smith, Head of Optical Product Marketing, Business Unit Networks, Ericsson, USA

With capacities on the radio access network (RAN) expanding fast through successive generations of HSPA and now LTE, some assert that the “bottleneck” is now in the backhaul. Surging bandwidth demand has not resulted in equally positive trends in average revenue per user, or ARPU. The race to higher-speed mobile broadband services is creating a business challenge that the backhaul network has an important role in solving.

We will explore how the backhaul network, with technologies that consist of broadband access, microwave, and Metro/optical, is responding to that challenge. The complicated migration from older SDH/SONET technology to an IP (MPLS)-based approach calls for rethinking the metro segment. Mobile backhaul requirements have led to important additions to the emerging packet optical transport segment, such as pseudowiring/circuit emulation and synchronization.

Let’s examine together how to alleviate the backhaul challenges by raising capacities, improving efficiencies and, most importantly, making the migration to IP to control cost. And, yes, many generations of existing installed backhaul equipment can now be upgraded to IP.

Matthew is Head of Optical Product Marketing at Ericsson and is responsible for all product and portfolio messaging and collateral, and related business analysis. Matthew has led the Optical marketing activities of Ericsson and formerly Marconi since 2005, and he has played an important part in the development and delivery of the marketing of Ericsson’s Mobile Backhaul business solution.

After graduation from Loughborough University, Matthew joined Marconi in 2000 and held SDH, Ethernet, DXC and WDM marketing and product management roles. In his role as product line manager for Marconi’s data and optical edge portfolio, Matthew was primarily focused on Ethernet technology, but also included a wide range of SDH edge equipment. Matthew worked on early introduction of NG-SDH technologies to the market place, such as GFP, LCAS and Layer 2 functionality, and he was heavily involved in the introduction of further product evolutions to Ethernet Transport. For most of his career, Matthew has focused on strategies for optical network migration to carrier Ethernet technologies, and helping operators to realize the cost and revenue generating opportunities those strategies provide.

Matthew is based in San Jose, California, at Ericsson’s Silicon Valley campus.

Connectivity and Capacity Challenges in Wireless Backhaul
Reginald Wilcox, Vice President, Optical Marketing and Product Management, Huawei Technologies, USA

As wireless networks continue to evolve in feature, functionality, architecture and capacity, the backhaul transport network must follow in step to keep pace with this transformation. From the backhaul perspective, this implies fundamental changes in capacity and connectivity. As 4G services rollout, individual cell sites are requiring capacity in excess of several hundred megabits per second. In addition, to achieve 3G coverage with 4G capacity, an order of magnitude increase in the number of cell sites will be necessary. To address these ongoing backhaul challenges, a service provider is well equipped to provide cost-effective solutions if all forms of communication media can be utilized. This presentation investigates back haul solutions over copper, fiber and microwave media with a focus on cost, service velocity, network availability and manageability. Benefits associated with integrating these media access onto a single platform will also be explored.

Mr. Wilcox is Huawei Technologies’ Vice President of Optical Network Marketing and Product Management for North America. Prior to joining Huawei, Mr. Wilcox was an Executive Vice President responsible for operations at Menara Networks, a high-performance optical transceiver company. Mr. Wilcox also spent 19 years with Nortel, where he held a variety of positions including Vice President of Optical Development and President of Qtera Networks. In his tenure with Nortel, Mr. Wilcox played a pivotal role in Nortel's 10 Gb/s market success, its penetration into Metro DWDM and its transition to next generation transport systems.

Mr. Wilcox holds both a Bachelor’s and Master’s degree in electrical engineering from the University of Toronto located in Toronto, Canada.

Panel III: Benefits and Tradeoffs of Photonic Integration—Functional or Hybrid?

Watch Chairs Discuss Photonic Integration

Moderator: Stan Lumish, PhD, Department of Defense, USA

The electronics industry has grown, thanks in large part to its ability to integrate more features and functions into smaller volumes at comparable costs. The photonics industry, on the other hand, has achieved rudimentary integration levels by comparison. This panel considers a number of issues related to this point. Is the lack of integration holding the industry back? What levels of integration have been achieved and what can be expected in the next five years? Is hybrid integration more valuable to the industry than functional integration? What are the critical metrics when considering functional versus hybrid integration? How do current solutions compare? Panel participants include leading photonic component suppliers and network equipment manufacturers, who use both types of solutions.

Speakers

Rapidly Changing Technology Is Driving the Direction of Integration on Optical Systems
Stephen Carlton, Vice President, Planning and Product Management, Fujitsu Network Communications, USA

Stephen will describe the different directions of integration and how these are offered on today’s systems. The current state of technology imposes limitations on integration and constrains these directions. Real-world requirements for the next-generation systems are emerging and he will explain the impact on the direction of integration. Wrapping up he will share his vision of the future of optical systems.

Stephen Carlton is vice president of Planning and Product Management at Fujitsu Network Communications. In this role, Stephen is responsible for planning and writing of requirements for new product developments and also product line management of FLASHWAVE products.

Stephen joined Fujitsu in 1998 to assist planning of SONET system requirements. He eventually became Vice President, responsible for product line management and planning of SONET and WDM products developed by Fujitsu. Prior to joining Fujitsu, Stephen held various roles with Bell Northern Research (now Nortel) and Rockwell International (now Alcatel).

Stephen holds a Bachelor of Science degree in electronics from De Montfort University in Leicester, UK. He holds seven patents relevant to the field of transmission engineering.

InP-Based Photonic Integration: Driving Cost Reduction and Bandwidth Scaling
Andrew Carter, Chief Technology Officer, Oclaro Inc., UK

In the presentation, we will show how Oclaro’s InP fabrication capability is enabling us to address both bandwidth scaling and cost reduction through integration. For these applications a relatively modest degree of (monolithic) integration is needed but with extremely high yield. This is achieved through the engineering approach of reusable building blocks and designs, integrated together through etch and regrowth techniques. In this way, there is no compromise in design when integrating, for example, modulators with tunable lasers. Where the cost/ performance and volumes are favorable, hybrid integration, using micro-optics or self alignment, is used in assembly, in conjunction with the appropriate level of monolithic integration in the InP chips. In the longer term, we anticipate increasing levels of monolithic photonic integration and are actively working with partners to link process, design and modelling together to facilitate a more rapid and predictable design cycle, as is the standard in the silicon industry.

Andy Carter received his doctorate in semiconductor physics from Oxford University in 1977 and moved directly into the field of photonics, joining the Caswell Research Centre in the UK, initially working for the Plessey Company, later for Marconi, Bookham and now Oclaro. He has been central in defining and executing research and development strategies in many aspects of photonic devices and systems, including active components for high speed systems, WDM technologies, tunable lasers and optoelectronic integration.

Andy has published or presented over 200 journal or conference papers, including invited papers at major photonic conferences. He is chief technology officer for Oclaro and a visiting professor in the Advanced Technology Institute of Surrey University.

Benefits and Trade-Offs of Integration—A Service Provider View
Laurel Clark, Senior Architect, Network Architecture and Engineering, Level3 Communications, USA

In the last decade, there’s been a tremendous amount of innovation in the optical fiber communications space—bringing with it improvements in system scale, features and operational capabilities, while simultaneously providing significant cost reduction. As we look to the future, increased device integration seems to offer one of the best opportunities to continue on this path of realizing both cost compression and feature enhancements; equally important, higher levels of integration will be an essential tool for managing power and space constraints. We will discuss this view and how it fits into Level3’s general approach to technology evaluation from a service provider’s viewpoint—with the focus being on solutions that maximize competition and that will enable us to leverage market forces as much as possible.

Laurel Clark is a Senior Architect on the Core Architecture team at Level3 Communications, where she plays a key role in the evolution of Level3’s core optical network and in the evaluation and selection of new optical layer technologies. Prior to joining Level3, she was Principal Consultant for Broadband Networks at Telcordia Technologies. Before that, Laurel held technical staff and management positions at AT&T in the Network Technology Development organization. Her career at AT&T included work on a variety of optical fiber and digital transmission technologies and participation in national and international standards development. She joined AT&T Bell Laboratories after receiving a BSEE from the University of Colorado at Boulder and a Masters of engineering from Cornell University.

Photonic Integration: Disruptive Change in Transport and Transmission
Alexander Schoenfelder, Vice President, Product Line Management, Optical Communication Products, JDSU, USA

Functional (monolithic) or hybrid photonic integration is vital to the success of solutions in both the transport and transmission areas of the network. Key benefits that functionally integrated products provide include:

Smaller size
Lower cost
Higher power efficiency
Improved performance.

Successful examples of products developed with a functionally integrated approach demonstrate at least a 50% reduction in size and power, and substantial cost savings.

During this session, panelists will discuss some of today’s solutions and the key building blocks for integration. Monolithic integration is opportunistically applied where design compromises still allow, realizing the value of integration. Future solutions will emerge in the 40/100G transmission space and in new highly agile transport applications. Several examples of these solutions will be presented.

Alex Schoenfelder is Vice President of Product Line Management for all Optical Communication products at JDSU. Previously, he held the position of Vice President and General Manager of the Integrated Photonics and Transmission Module Business at JDSU. Prior to joining JDSU, Alex held various Marketing and R&D management positions at SDL. Alex has more than 20 years experience in the optical communications industry. He received his PhD in electrical engineering and BS in physics from University in Karlsruhe, Germany.

Photonic Integration Technologies for the Next-Generation Optical Communication Systems
Hajime Shoji, Department Head, Advanced Device Process R&D, Transmission Devices R&D Laboratories, Sumitomo Electric Industries, Ltd., Japan

Key technologies for photonic integration based on III-V compound semiconductor materials are described. Crystal growth and device technologies such as Butt-joint and selective area growth enabling in-plane bandgap control and integration of different functionalities are presented with the examples of actual devices applications. In addition, varieties of waveguide structure for photonic integration such as BH structures, high-mesa structures and couplers are introduced. Based on the existing technologies, future prospects for photonic integration will be presented: the kind of technology trend, timeline and possible applications. Potential issues of photonic integration will be also discussed together with expectations for breakthrough technologies.

Hajime Shoji received the BE, ME, and PhD degrees in electronic engineering from the University of Tokyo, Japan, in 1985, 1987, and 1990, respectively.

In 1990, he joined Fujitsu Laboratories Ltd., Atsugi, Japan, where he was engaged in the development of various types of semiconductor lasers. In 2003, he moved to the former Eudyna Devices Inc., Yamanashi, Japan, and he has been leading the development of LD products such as 10G EML-TOSA and full-band tunable lasers. In 2009, due to the reorganization of business in Sumitomo Electric Industries, Ltd. and Eudyna Devices Inc., he moved to Sumitomo Electric Industries, Ltd., Yamanashi, Japan. He is currently a Department Head of Transmission Devices R&D Laboratories, working on the development of advanced photonic and electronic devices.

Dr. Shoji is a member of the Institute of Electronics, Information and Communication Engineers (IEICE), the Japan Society of Applied Physics (JSAP) and the IEEE Photonics Society.

Photonic Integrated Circuits for Optical Access—A Market Reality if Technology Matches Economics
Valery Tolstikhin, Founder and Chief Technology Officer, OneChip Photonics Inc., Canada

Optical transceivers for access have emerged as the most massive photonics component market in telecom. Whereas in this market performance requirements may be not particularly challenging, cost efficiency and volume scalability expectations certainly are. An integrated photonics approach, in which optical waveguides are used as the device building platform and planar technologies as means to implement it, is a promising way to meet the challenge. Given that optical transceiver requires active (send/receive) along with passive (e.g. multiplex/demultiplex) functions, it would be further advantageous to use indium phosphide (InP) and related III-V semiconductors as a universal material system, which, uniquely, enables for a monolithic integration of the active and passive waveguide devices onto the same substrate, in a form of a photonic integrated circuit (PIC).

In this presentation, the photonic integration’s ability to reach and shape the market will be examined from the PIC economics and technology standpoints. As an example of approach that balances the two, OneChip’s Multi-Guide Vertical Integration platform and related optical transceiver PICs for FTTH will be presented.

Valery Tolstikhin is a founder and Chief Technology Officer of OneChip Photonics Inc., a fables developer and manufacturer of optical transceivers for mass deployment, based on proprietary photonic integrated circuit technology. Headquartered in Ottawa, Canada and funded by venture capital, this company is at the leading edge of commercialization of the cost-efficient PICs for the ever-expanding optical access market.

Dr. Tolstikhin has been involved in the research, development and commercialization of advanced semiconductor devices for micro- and optoelectronics for more than 30 years. An industry veteran with a solid academic background and international credentials acquired through his work in Russia, Sweden, Netherlands and Canada, he has a long track of achievements as innovator, team builder and R&D organizer. Dr. Tolstikhin has authored more than 80 research papers and 8 patents in the areas of semiconductor devices and photonics, and has given numerous conference presentations in these areas. Dr. Tolstikhin earned his PhD in radio physics from Moscow Institute of Physics and Technology (1980) and his DSc in semiconductor physics from the Institute of Radio Engineering and Electronics of Russian Academy of Sciences (1993). Also, he is an adjunct professor at the University of Ottawa.

Photonic Integrated Circuits Enable Next-Generation Networks
David F. Welch, PhD, Founder and Chief Marketing and Strategy Officer, Infinera Corp., USA

David Welch is co-founder of Infinera, a leading supplier of optical systems based on innovative photonic integrated circuit (PIC) technology. As CTO, he was responsible for execution of the optical transport system, including PIC and optical line system architecture, specification, performance, and transition from concept to manufacturing and deployment. He is currently Chief Marketing and Strategy Officer, responsible for overall corporate technology vision; primary interface for complete system architecture, optical architecture, specifications/validation of design; development/execution of product roadmaps, product line management, corporate marketing, and business/corporate development. He was previously CTO and VP of Corporate Development of SDL and JDS Uniphase, responsible for technology and acquisition strategies.

Dr. Welch has published over 250 articles and over 100 patents in optical components and systems. Awards include the 1992 Adolph Lomb Award from OSA, the 1998 Engineering Achievement Award from LEOS, the 1999 OSA Joseph Fraunhofer/ Robert M. Burley Award, and over 17 product of the year awards at SDL. He serves on the board of directors of OSA and is a fellow of the IEEE.

Dr. Welch has a BS in electrical engineering from the University of Delaware and PhD in electrical engineering from Cornell University.

System on a Stick—Smart Optical Transceivers with Built-In System Functions
Jianhui Zhou, Chief Executive Officer, Broadway Networks, Inc., USA

As service providers extend fiber to the customer premises to offer advanced bandwidth-intense services such as on-demand HDTV, the proliferation of protocols and technologies in the FTTx networks, e.g., Ethernet, PON, and WDM, often requires service providers to deploy multiple boxes in tandem for certain applications just to achieve protocol conversion and remote manageability.

The author presents here the concept of “system on a stick” and the smart optical transceivers that incorporate protocol conversion and optical-layer remote management into MSA-compliant pluggable transceivers. In addition to the traditional optical/electrical conversion and digital diagnostic and monitoring functions, these smart transceivers also provide system functions that are previously only achievable on the box-version equipment. The deployment of these smart transceivers in the FTTx networks has brought about many network-level benefits including simplified network architecture and enhanced manageability and serviceability. The author will talk about smart transceiver’s working principles, applications and deployment cases.

Dr. Jianhui Zhou is Chief Executive Officer of Broadway Networks, Inc., a company supplying innovative smart optical transceivers and cutting-edge optical subsystems to the FTTx market. Prior to joining Broadway in 2006, Dr. Zhou held various technical and managerial roles in a number of leading optical communications companies, including Senior R&D Manager at Lucent Technologies, where he received Bell Labs President’s Gold Award; Director of Product Development and Vice President of Product Management at ONI Systems; Vice President and General Manager for China Operation at Ciena Corp.; and Entrepreneur-in-Residence at ComVentures.

Dr. Zhou received his PhD in applied physics from the California Institute of Technology, and BS and MS degrees in applied physics from the Beijing University of Posts and Telecommunications. He has published a number of refereed papers and conference presentations and received 5 US patents for inventions in the area of fiber amplifiers and optical communications systems.

Panel IV: Packet Optical Migration—The Case for Multilayer Transport Equipment

Moderator: Andrew Schmitt, Directing Analyst, Optical, Infonetics Research, USA

This panel features discussion of the costs and benefits of converged packet optical transport, where optical equipment integrates optical, circuit, and packet transport and switching capabilities. We will look at the advances in component technology that make these systems possible as well as understand the advantages and drawbacks to deploying them in carrier networks.

Speakers

Ethernet Transport—It’s Time to Converge
Ori Aruj, General Manager North America and Vice President of Marketing, Dune Networks, USA

The Ethernet transport market is in the process of drastic change. The new requirements driven by telcos and carriers demand a transition of the transport market from TDM only to a converged network. The market is driving to transport systems that switch between TDM, OTN and data transparently. Thus, the need for a new type transport systems emerges—systems that can provide the control mechanism and reliability that TDM is well known for while driving scalability and performance the data world is known for. Best-of-breed silicon fabric technology is available to enable this convergence and provide scalable and smooth transition. It’s time to converge!

Mr. Ori Aruj heads North American operations as well as worldwide marketing activities at Dune Networks. Prior to joining Dune, Ori headed product management, marketing and business development at Charlotte's Web Networks, a privately held company focused on developing core switching and routing equipment for next generation networks. Prior to moving to business roles at Charlotte's Web, Ori held a number of engineering leadership positions, heading routing protocols development and system integration. Ori started his career at Intel Corporation, where he held a number of engineering positions. Ori completed, Summa Cum Laude, his Bachelor's’ degree in computer science at the Technion—Israel Institute of Technology. Ori holds an MBA from INSEAD, one of the world’s top business schools.

The Benefits of Packet Optical Integration
Bert Buescher, Director of Product Management and Marketing for Optical Transport Solutions, Tellabs, USA

Packet optical integration has the promise to provide carriers significant saving as networks (mobile, video and business services) scale to higher capacities. However, just integrating technologies together into a single network element does not necessary translate into a network cost savings. This presentation will explore metro/regional applications that may benefit from packet integrated with optical transport systems, technology enablers and network architectures. The benefits carriers are able to realize from integrated packet optical transport networks will be dependent on their PMO and paradigm chosen for deployment.

Bert Buescher is director of product management and marketing for Tellabs optical transport solutions. In this role, he is responsible for defining Tellabs' strategic direction and market introduction for global optical networking solutions including WDM, SONET/SDH and packet transport.

Previously at Tellabs, Buescher held various roles including positions in the office of the Chief Technical Officer, transport strategic planning and digital cross-connect product line management. Buescher has more than 15 years of experience in the communications and networking industry and has worked in various roles through his career including R&D, product line management and corporate strategy.

Buescher has a Bachelor of Science degree in electrical engineering and a Master of Business Administration degree from Purdue University.

Sub-Wavelength versus MPLS-Based Aggregation Solutions
Thomas Rasmussen, Vice President of Product Line Management, TPACK A/S, Denmark

Carriers are faced with the delicate issue of massively expanding the transport capacity in their networks while at the same time lowering the cost per bit. This presentation will highlight two potential strategies for solving this dilemma and show what the actual network equipment could look like. In both cases the traditional SONET/SDH is removed as transport layer and the typical CWDM is replaced by DWDM. The first option is to replace the SONET/SDH layer by electrical sub-wavelength tunnels (typically ODU0-tunnels) over OTN. This solution is simple to operate, but it has a relatively coarse granularity and does not allow differentiation among user traffic. The other option is to use MPLS/MPLS-TP tunnels (Label Switched Paths) over 10 Gigabit Ethernet over OTN. This solution is somewhat more complicated to manage, but it does allow for traffic management down to individual customer flow level.

Thomas Rasmussen has worked for TPACK since 2003, first as Senior Project Manager and since 2007 as VP of PLM.

Prior to joining TPACK Thomas has worked with erbium-doped fiber amplifiers and Sonet/SDH/DWDM telecommunications systems at the Technical University of Denmark and DSC Communications, and with optical components at ADC and Ibsen Photonics.

Thomas holds a Master’s Degree in optical communications and a PhD degree in integrated optics from the Technical University of Denmark and has authored or co-authored more than 60 technical publications in international journals and presented at international conferences.

Delivering Next-Generation Services: How Packet Optical Networking and Connection-Oriented Ethernet Are Changing Metro Networking
Ralph Santitoro, Director of Carrier Ethernet Marketing Development, Fujitsu Network Communications, Inc., USA

Metro networks are evolving to meet the insatiable bandwidth demands of next-generation broadband data, video and wireless IP services with persistent deployments of TDM-based services. Central to this evolution is the deployment of Connection-Oriented Ethernet (COE) as the universal packet-based infrastructure upon which all IP services are delivered. In particular, packet optical networking—the integration of COE and Layer 1 networking—is showing unique value by enabling network operators to deliver COE over any existing fiber, PDH, copper or wavelength network asset. In this presentation I will discuss the key requirements for next-generation metro infrastructure networking and the central role of Connection-Oriented Ethernet in creating the new infrastructure. The presentation will include case study examples of how packet optical networking architectures are rapidly creating actual next-generation metro networks leveraging existing assets.

Ralph Santitoro, Director of Carrier Ethernet Market Development at Fujitsu Network Communications, provides thought leadership and market development of carrier Ethernet and packet optical networking solutions that accelerate the delivery of next-generation applications and services. Ralph is a founding member and director of the Metro Ethernet Forum, where he co-authored the industry’s first Ethernet service specifications. He also wrote the forum’s most popular papers on Ethernet services, with over 100,000 copies downloaded. He has published many articles and papers and frequently speaks at industry events on Ethernet Services, wholesale Access services, global Ethernet interconnect, Ethernet OAM, carrier Ethernet security and cell tower backhaul.

For over 25 years he has developed innovative telecom, computing and information security products and services at Fujitsu, IBM, Nortel, Turin Networks and three technology startups addressing enterprise, SMB, service provider and consumer markets.

Ralph holds a Bachelor of Engineering degree in electrical engineering and computer science from Stevens Institute of Technology in Hoboken, NJ.

Reducing Network Costs Using Integrated Multi-Technology Hardware and Multi-Layer Software
Steve West, Co-Founder and Chief Technology Officer, Cyan Optics, Inc., USA

Packet optical transport systems support packet, SONET, OTN and DWDM in integrated modular platforms. New component technology increases the capacity, improves the flexibility and reduces the complexity. Next-generation packet, OTN, and ROADM transport technologies operate alongside SONET and SDH. A changing mix of old and new services can be accommodated, which makes these platforms ideal for migrating to packet services and higher capacity transports. Integration reduces the number of network elements that must be managed and coordinated. Integration also reduces the need for patching and manual configuration. Multiple services and technologies are managed as layers with client-server relationships. Software coordinates all functions under a single management framework, further simplifying configuration and maintenance. The result is greatly reduced CAPEX and OPEX.

Steve West is responsible for product development and product management at Cyan. Cyan is his third communications systems start-up. He was previously a member of the founding team at Turin Networks, Inc., where he was responsible for product architecture. Steve was also an early employee at Advanced Fibre Communications Inc. (AFC), where as Director of Engineering he was responsible for development of international features.

Prior to arriving in the United States, Steve developed ASICs for use in tactical radio systems, telecommunications and deep-level mining blasting. Steve has an MSc (engineering) and BS. (engineering) (Cum Laude) from The University of the Witwatersrand in Johannesburg, South Africa.

Panel V: Reinventing Carrier Networks for 100G: Taking it to the Next Level

Watch Chairs Discuss Datacomm and Optical Interconnects

Moderator: James King, Executive Director, AT&T Laboratories, USA

With solid continued network growth, service providers are looking at increasing backbone speeds to 100G in order to increase the capacity of their photonic networks while decreasing the unit cost of transmission. System providers and component vendors are looking at these same trends with an eye toward bringing out products that will capture the revenue potential of this emerging market, even while they continue to develop and improve today’s 40G solutions. But even with agreement about the market landscape, there remain many different strategies about how and when the industry will get to 100G. This session explores these different strategies and features leaders from companies in all three areas to share their views of how this new market will develop.

Speakers

100G–Challenges and Solutions
Matthias Berger, Department Head, High Speed Optics, ALU Optics Division, Alcatel-Lucent, Germany

Driven by the proliferation of multimedia applications accessed by multiple end devices, network bandwidth continues to grow exponentially. This bandwidth increase drives the need for higher capacity line rates, without sacrificing spectral efficiency, maintaining comparable performance in terms of reach and dispersion tolerance, limiting significant increases in space and power, while at the same time allowing a transition to the higher capacity rates without a forklift upgrade of fiber plant or existing photonic line, all while providing the lowest TCO per transported bit. In order to achieve this goal, the application of different modulation schemes coupled with advanced digital signal processing and optical integration are required. With that, “conventional” modulation/detection will be replaced by advanced coherent detection utilizing higher level modulation formats. This will help to overcome not only major the fiber limitations but to remove optical distortion compensation.

Matthias Berger received his master’s degree in communication technologies from the University of Ilmenau, Germany, in 1989 followed by a research assignment with focus on coherent transmission. He joined Philips Communications Industry working on high speed optical interface design. After joining Lucent Technologies he focused on WDM transmission and optical engineering. In 1999 he led the early 40G development activities first based on OOK followed by phase modulated solutions for different product applications. In his role as department head for high speed optics he became responsible for the introduction of digital signal processing applied to data rates at 40G and beyond.

Enabling Technologies for 100G Deployment
Ed Cornejo, Vice President, Market Development, Subsystems Division, Opnext, USA

This presentation covers the enabling technologies for 100GbE client and 100G DWDM line side modules, with a brief reference to the standards and special interest groups that are driving the development of these modules. Also included is a high-level view of the key optical and electronic technologies needed to reduce cost and power consumption that will lead to smaller footprints. To enable smaller footprints we will need to do optoelectronic integration and use CMOS IC’s wherever possible. Finally, we will describe the versatility of the 100G DWDM transmitters with coherent detection and how they can be adapted to different applications.

Mr. Cornejo is responsible for technical marketing of the Subsystems Division at Opnext, focusing on opportunities in the metro, regional, long haul and submarine markets. He is also a key member of Opnext’s corporate product strategy and definition group working closely with other business units, advanced development and research teams defining Opnext’s long-term vision and commitment. Prior to joining Opnext, Mr. Cornejo held a series of manufacturing, engineering and marketing positions with AMP’s Lytel Division and Lucent’s Optoelectronics Group. He has 23 years experience in the optoelectronics field.

100GbE: How Datacenter Interconnects Drive Demand for Higher Speed
Bikash Koley, Senior Network Architect, Google, USA

This presentation focuses on the trade-offs associated with choices of various optical interconnect speeds and technologies to build data-center interconnect architectures. Such interconnects can be very short-distance or may span large geographical distances connecting several data-centers. The biggest drivers and sweet-spots for application of 100G+ technology in such applications are presented.

Bikash Koley is currently Senior Network Architect at Google, where he is focused on network infrastructure scaling, optimization and reliability. Prior to joining Google, Bikash was the Chief Technology Officer of Qstreams Networks, a company he co-founded. He also spent several years at Ciena Corporation in various technical roles developing DWDM and Ethernet technologies. He received a BTech from IIT, India and MS and PhD degrees from the University of Maryland at College Park, all in electrical engineering.

Lessons from 40G—Applied to 100G
Bernard Kubis, Head R&D DWDM & Common, NWS Optical Networks, Nokia Siemens Networks GmbH & Co. KG, Germany

The presentation will describe lessons learned from the introduction of 40G equipment to the market and how to apply them to upcoming 100G. Topics include:

Experiences from product life cycle at 40G.
Conclusions for 100G on technology choice, system concept.
Impact of standardization.
Supplier landscape, e.g. eco-system for 100G MSA.

Bernhard Kubis is head of R&D for the DWDM business in Nokia Siemens Networks. He brings more than 25 years of experience in optical networking R&D. He held different positions in R&D at Siemens Munich, Optisphere Inc. USA (a Siemens subsidiary) and Marconi Ondata GmbH in Backnang. He is also Member of the Board “Optical Networks” in VDE/ITG (Fachausschuss Optische Netze).

Considerations for 100G Network Deployment
Mark Nowell, Director of Engineering–Core Routing Business Unit, Cisco, Canada

As carriers contemplate the transition to 100G, there are many drivers coming to play that influence their decisions. Overall network bandwidths continue to grow and the solutions available to address this growth are under evaluation. We will discuss how the technology trends, the system trends and the network architecture trends are all interwoven in the development of an optimum strategy for addressing the transition to 100G in the networks. Finally, some thoughts on the future beyond 100G will be presented.

Mark Nowell is a Director of Engineering in Cisco’s Core Routing Business Unit. He is responsible for the architecture and platform engineering teams focused on delivering the next-generation core router products and platforms. Mark is also active within the industry standards and forums and acts as Chair of both the Ethernet Alliance’s High Speed Ethernet Technical committee and the IEEE 802.3’s 40GE single-mode fiber PMD Study Group. Mark previously worked at Hewlett-Packard.

Mark earned his BSc and MSc degrees at Queen’s University in Kingston, Canada, and his PhD at Cambridge University in Cambridge, UK.