Panel I: State of the Industry - Analyst Panel
Tuesday, 21 March
10:30 - 12:00
Jim Theodoras; VP, Global Business Development, ADVA Optical Networking AG
This Market Watch panel is one of the most highly attended panels at OFC. Industry and financial analysts give their views of the optical communications markets. Both historical data and forecasts should be included. Top trends in all markets will be presented with a focus on specific market data points that are helpful to a wide audience. The entire optical communications value chain should be represented – components, equipment and services. One analyst, dependent on his or her level of expertise, can cover each subject.
Jim Theodoras; VP, Global Business Development, ADVA Optical Networking AG (Moderator)
Jim Theodoras is Vice President of Global Business Development at ADVA Optical Networking, where he helps customers solve their Data Center Interconnectivity needs. He has over 30 years of industry experience in electronics and optics, spanning a wide range of diverse topics. Jim is a past President of the Ethernet Alliance and past optical liaison editor for IEEE Communications Magazine. He holds 20 patents in the field of telecommunications, and is a frequent contributor to industry publications.
Alex Henderson; Senior Analyst, Networking Technology & Optical Equipment, Needham & Company, USA
Alex Henderson joined Needham & Company in 2012. Prior to joining Needham, Alex worked at Miller Tabak, Citigroup and Prudential Securities, where he worked as a senior research analyst and served as Prudential’s director of technology research. He has been a senior technology analyst for over 25 years and ranked in the Institutional Investor All-Star Poll 17 times with #1 rank 11 times. He has also been elected to the Institutional Investor Hall of Fame. Alex was ranked #1 in the 2013 FT/StarMine Analyst Awards for stock picking in the Communications Equipment category. He started his career as a consultant at The Boston Consulting Group. He received a BA in Physics and Applied Mathematics from Bard College and an MBA from Vanderbilt University.
Profitability Across the Industry Supply Chain
Vladimir G. Kozlov; Founder and CEO, LightCounting, USA
Vladimir Kozlov is the founder and CEO of LightCounting, an optical communications market research company 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, LightCounting is the leading market research company covering the optical networking supply chain, including Cloud companies, Service providers, equipment and component manufacturers. Dr. Kozlov has more than 30 years of experience in optoelectronic technologies and devices, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University. Serving as Senior Market Analyst at RHK, Dr. Kozlov initiated coverage of several segments of the optical component and module market, including optical transceivers. He completed numerous projects on technology and market analysis for leading optical suppliers. Dr. Kozlov was involved in development of 10Gbps and tunable laser products at Lucent Technologies, thin film organic semiconductor optoelectronics at Princeton University and blue-green semiconductor lasers at Brown University. He also conducted research on ultrafast lasers and spectroscopy of semiconductors. 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.
Optical Components Forecast
Kevin Lefebvre; Principal Analyst, Ovum, USA
Kevin Lefebvre, PhD, is a principal analyst with Ovum's Optical Components team, specializing in components for high-speed optical networks. Prior to joining Ovum, Kevin was the director of business development for EigenLight, where he defined a company’s product strategy and value proposition, performed market research and competitive analysis, monitored the industry’s direction, and led engineering and manufacturing down the strategy path to develop new business and products within the area of optical networking components, including patchcords and connectors, for 40G to 400G coherent systems. Also the area of optical networking, as the director of engineering research for NetTest (now Acterna), he researched new products and technologies within the area of optical network test instruments (CD, PMD, OSA, OTDRs) and managed the development of polarization mode and chromatic dispersion test instruments. During his time at NetTest, Kevin presented seminars on optical networking technology and testing optical networks to audiences worldwide. After his time at NetTest, he worked as assistant professor and department coordinator for the Telecommunications Department at SUNY Institute of Technology, where he taught undergraduate and graduate courses on testing optical networks, designing optical networks, telecommunication technologies, last-mile access, and wavelength routing. Kevin holds a PhD in electrical engineering, specializing in nanotechnology devices, from the University of Connecticut. He has published 11 peer reviewed articles, presented at numerous conferences, and co-authored a book chapter on nanotechnology devices.
Mark Rostick; Director, Intel Capital, USA
At Intel Capital, Mark Rostick makes venture investments as well as sources & executes corporate development opportunities in the areas of storage, enterprise/cloud computing infrastructure and software as well as in the areas of graphics, media processing and digital media. He also has extensive experience internationally and, particularly, in the emerging markets of Latin America and Eastern Europe. Prior to joining Intel, Mr. Rostick marketed Turner Broadcasting's cable networks in South America, practiced law as a Trial and Litigation Counsel for Haynsworth, Sinkler & Boyd in Charleston, SC and was an Analyst at Bank of America. Mr. Rostick holds a J.D. and an International M.B.A. from the University of South Carolina. Mr. Rostick's investment portfolio includes companies like Amplidata (acquired by Western Digital), AppIQ (acquired by HP), Coho Data, DeNovo, Enpirion (acquired by Altera), GeoFusion, Maxta, NxtGen, Skycross, Vexata, Virtustream (acquired by EMC) and WebRadar.
Optical Equipment Market Size and Trends
Jimmy Yu, VP Optical Transport Market Research, Dell 'Oro Group, USA
Jimmy Yu covers Optical Transport and Microwave Transmission market research at Dell’Oro Group, and since joining Dell’Oro Group in 2001 has become a recognized authority on the Optical Transport market. Prior to his time at Dell’Oro Group, Jimmy worked in product development at Northrop Grumman, management consulting at Deloitte Consulting, and strategic product marketing at Spansion. Mr. Yu received a B.S. degree in Mechanical Engineering from University of California, Davis and an M.B.A. from the University of Michigan.