Panel I: State of the Industry
Tuesday, March 19, 2013
12:00 - 14:00
Moderator:
Tom Fawcett, Vice President of Product Line Managment, JDSU, USA
Tom Fawcett is Vice President of Product Line Management at JDSU in the Communications and Commercial Optical Products Group. Prior to joining JDSU in 2006 Fawcett was Director of Marketing at Agilent/Avago Technologies in the Fiber Optic Products Group from 2000-2005. From 1991-2000 Fawcett held positions of increasing responsibility in Engineering and Product Line Management in the Fiber Optic Division of AMP/Tyco. Fawcett holds a bachelors degree in mechanical engineering from Clarkson University.
Panel Description:
A panel of industry experts will discuss the state of the optical networks industry in the current economic environment. Are we on the path to recovery from the economy downturn? Are there more M&A in the optical component side once the Opnext and Oclaro merger is complete? Is packet optical the direction to go? Can optical integration keep up with the pace of electronics development?
Speakers:
 The Telecom Infrastructure Market in 2020: Where we are, Where we’re headed, and Why
Dana Cooperson, Vice President and Practice Leader of Network Infrastructure, Ovum, USA
This talk will focus on connecting the dots in the infrastructure value chain, from buyers through systems and component vendors. Fundamental change in communications is underway; players must do much more than simply restructure and hope for the best. What are the fundamental drivers of change, and what structural and competitive shifts will they induce over the next seven years? What does this mean specifically for optical communications? We’ll discuss the strategic and business implications of where we are and where we’re headed.
Dana manages Ovum's network infrastructure advisory and consulting services, which comprise fixed access; mobile; IP services; optical transport; optical components; and carrier/vendor financials analysis. Her 30 years of telecoms experience include 14 years as an industry analyst and consultant, bolstered by 16 years in product management and network operations. Dana’s custom research projects have spanned strategic analysis of carrier opex; the future of telecom; mobile network traffic management and optimization; plus market entry opportunity analyses including GPON, Ethernet services, and non-carrier buyers of ON products. She began her career as a network engineer at NYNEX (now Verizon Communications). Her background provides a solid base for understanding her clients’ challenges and opportunities. Dana holds an M.S. in Management from MIT and a B.S. in Engineering from Cornell University.
 The State of the Industry: Renovation Required
Pat DiPietro, Operating Partner, Marlin Partners, USA
Optical/transport networks are at the start of a broad growth and change cycle driven by exploding growth of traffic from wireless, video, and cloud applications. As well, disruption in the equipment supplier base is creating opportunities for industry transformation. The industry is challenged to return to profitability. Where does everyone go from here? An industry consolidation opportunity is emerging: large OEMs divest of non-mobility assets, while many independents are sub-scale and narrow in scope prompting pressure to consolidate. Is this a good time for a new company and approach to the market? What makes one excited to be in this market right here, right now?
Mr. DiPietro is an Operating Partner focused on investment opportunities in the telecommunications and technology industries, with a specific focus on the optical, wireless, software, systems and semiconductor sectors. He brings over 20 years of operating and 12 years of venture capital investing experience. Mr. DiPietro has sat on the Board of numerous successful companies, including Sandvine, SiGe, Continuous Computing and BelAir Networks.
Mr. DiPietro was Vice President of 3G Wireless at Nortel Networks and held senior managerial roles at various Nortel divisions and Bell Northern Research and launched several highly successful network products over his operating career. Additionally, he is the founder of The Ottawa Network, a non-for-profit start-up accelerator, has been a Board member of Invest Ottawa and has been an angel investor in a number of technology start-ups.
Mr. DiPietro earned a B.Sc. in Electrical Engineering from Queen's University, and has completed Masters in Telecommunications Management courses from Carleton University.
 What will the Next Generation Metro Look Like?
Eve Griliches,Vice President of Optical Networking, ACG Research, USA
This will be a discussion on how the metro is evolving to a data center interconnect architecture largely driven by content providers and carriers to get closer to the customer.
Ms. Griliches, has a reputation for delivering accurate and timely market information, leveraging advanced technology and staying focused on client care and customer service, spent five years at IDC as Program Director for the Telecommunications Equipment group. She provided in-depth insight and analysis on many of the key technologies in the telecom market. Ms. Griliches also provided critical business intelligence on emerging technology trends and their impact on the overall telecom market space. Ms. Griliches also has over 10 years of product management experience with a number of network equipment vendors. Those vendors include: Marconi (Ericsson), PhotonEx, Nortel Networks, Bay Networks, and Wellfleet. Additionally, she spent four years at Thinking Machines Corporation, one of the first parallel processing supercomputer companies.
 Forecast for the Global Optical Networking Market: Critical Review
Vladimir Kozlov, Founder and Chief Analyst, LightCounting, USA
LightCounting has established a reputation in the industry by publishing conservative market forecasts, which have proven to be much more accurate than other more optimistic projections, at least so far. This presentation will review uncertainty of the forecast model and potential for upward and downward swings in the market. It will specifically address prospects for 100G technology in datacom and telecom markets, focusing on separating hype from reality.
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 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 M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.
The Path to Sustained Profitability
Subu Subrahmanyan, Managing Director of Research Analyst, The Juda Group, USA
The focus of this presentation will be on structural challenges to achieving sustained profitability in the optical component industry and opportunities to drive higher margins through a combination of innovation, scale and consolidation/pruning.
Natarajan ‘Subu’ Subrahmanyan, CFA is a Senior Managing Director and lead research analyst for communications equipment companies at The Juda Group, a division of Concept Capital Markets. Subu’s research focuses on leading data and optical networking companies. He was featured on the Wall Street Journal’s Best of the Street Analyst List in 2007, and was named the best up-and-comer in telecom equipment in the 2001 Institutional Investor polls. Subu joined The Juda Group in January 2003 prior to which he was lead research analyst for data and optical networking companies at Goldman Sachs. He holds an MBA from the Owen School at Vanderbilt University and a B.S in Electrical and Electronics Engineering from Madras University.
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