Panel I: State of the Industry - Analyst Panel
Tuesday, 21 March
10:30 - 12:00
Jim Theodoras, 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.
Kevin Lefebvre; Ovum, USA
Mark Rostick; Intel Capital, USA
Jimmy Yu; VP, Microwave Transmission and Optical Transport Market Research, Dell 'Oro, USA
Alex Henderson, Needhamco
Vladimir Koslov, LightCounting
Jimmy Yu, Microwave Transmission and Optical Transport Market Research, Dell 'Oro, 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.