Panel I: State of the Industry - Analyst Panel
Tuesday, 22 March
Eve Griliches, Cisco, USA
10:30 - 12:00
This Market Watch panel is one of the of the most highly attended panels at OFC, where industry and financial analysts give their interpretation of where the markets are going, what research they have been presenting and what to expect for the year to come. Top trends in all markets will be presented with a focus on specific calculate and reported market data points that are helpful to all.
Speakers:Lisa Huff, Chief Tech Analyst, Discerning Analytics, USA
Ronald Kline, Research Director, Ovum, USA
George Notter, Managing Director, Equity Research, Jeffries & Company, USA
Sterling Perrin, Senior Analyst, Heavy Reading, USA
Andrew Schmitt, Founder, Cignal Al, USA
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.
Lisa Huff is Principal Analyst at Discerning Analytics, LLC (DA). Lisa is a Certified Data Center Manager (CDCPM®) and degreed electrical engineer with over 30 years of experience in the data center and electronics industries. In addition to her position at DA, she is Chief Technology Analyst for DataCenterStocks.com and Telecom Director for Bishop & Associates, Inc. Lisa’s expertise is in data centers, data communications cabling and connectivity, networking equipment and optical components. Lisa writes an optical components blog and a guest blog for ADVA Optical Networking. She has presented at many industry conferences including 7x24 Exchange International, Data Center World, ECOC, OFC, Transport Networks for Mobile Operators and WDM and Next Generation Optical Networking. She has also taught an OFC short course, Data Center Cabling: Transitioning from Copper to Fiber (SC358). Lisa has produced more than 30 publications. Her most recent market research can be found at Discerning Analytics home page.
Ron Kline is a principal analyst in Ovum’s Network Infrastructure group. With over 29 years of industry experience that includes 18 years working for a large North American service provider, Ron has an in-depth knowledge of network technology combined with a strong business-oriented approach to problem solving. He is responsible for the overall direction of Ovum’s North American optical networking research, its network infrastructure vendor strategies research, and its mobile backhaul research. Ron specializes in DWDM, bandwidth management, aggregation, and carrier Ethernet technologies used in both wireline and wireless networking applications. Ron’s recent projects include researching North American mobile backhaul networks; developing a carrier Ethernet market analysis; researching global enterprise vertical opportunities for network infrastructure products; sizing the tier 2/3 North American ON market opportunity; analyzing the opportunity for OTN switching and the role of Ethernet transport in metro carrier networks. Ron received a Masters of Science in telecommunications and computing management from Brooklyn Polytechnic University in 1997.
Sterling Perrin has more than 15 years' experience in telecommunications as an industry analyst and journalist. His coverage area at Heavy Reading is optical networking, including packet-optical transport. Perrin is a frequent speaker at telecommunications industry events and is a highly sought-after source among the business and trade press. His opinions have appeared in The Financial Times, The New York Times, Investor's Business Daily, Lightwave, Telephony, CNET News, Information Week and CIO Magazine, among many others.
Perrin joined Heavy Reading after five years at IDC, where he served as lead optical networks analyst, responsible for the firm's optical networking subscription research and custom consulting activities. Prior to joining IDC, Perrin worked for Standard & Poor's, where he delivered global industry analysis on a range of IT segments. Perrin graduated from Dartmouth College.
At Cignal AI, Andrew leads quantitative and qualitative research on the networking market’s entire supply chain – from carriers and equipment manufacturers to chips and components. He is quoted and consulted by industry publications such as Lightwave and Lightreading and is also part of the OFC planning committee. He is invited annually to speak at events such as OFC, ECOC, FOE, and IIR conferences as well as private events. He is also a consultant to startups, carriers, vendors, and the investment community, where he provides insight on developing business opportunities and market strategy.
Prior to Cignal AI, Andrew was business unit director for Vitesse Semiconductor and was a principal analyst at Infonetics Research and then at IHS. He holds multiple engineering patents and received his BS in Electrical Engineering at the University of California, Santa Barbara (UCSB). Andrew resides with his family in the New England area.