The Optical Networking and Communication
Conference & Exhibition

Moscone Center,
San Francisco, California, USA

Panel I: State of the Industry

Tuesday, 10 March
10:30 - 11:30
Expo Theater I

 

Moderator: Tom Hausken, Senior Industry Advisor, The Optical Society, USA

 

Panel Description:

The State of the Industry is one of the most highly anticipated Market Watch panels at OFC.  Each year, a mix of industry and financial analysts present their unique view on the current state of the optical market, discussing areas that encompass components and system manufacturers as well as market influences and drivers.  In doing so, the session will cover factors that influenced the past year and describe trends that are expected to define the future.  By the conclusion of this panel presentation and Q&A, the audience will have gathered a deeper understanding of the industry with valuable market data points that will help them achieve a better appreciation for the state of the industry.
 

Speakers:

Rebecca Andersen, Executive Director, LightCounting Market Research, USA

Tom Hausken, Senior Industry Advisor, The Optical Society, USA

Meta Marshall, Executive Director at Morgan Stanley, USA
Insights on the U.S. Networking & Communication Software Industry

As part of a ranked II (Institutional Investor) team in Telecom & Networking equipment, including optical universe, Meta’s work seeks to identify investment and technology trends across multiple industry segments.


 


Biographies:


Meta Marshall, Executive Director at Morgan Stanley, USA

Meta Marshall is an Executive Director at Morgan Stanley covering Optical & Networking Equipment as well as Communication Software names. As part of a ranked II (Institutional Investor) team in Telecom & Networking equipment, her work seeks to identify investment and technology trends across multiple industry segments, often finding surprising commonality of themes and drivers. Prior to Morgan Stanley, she was a Vice President in the Technology Investment Banking group at BofA Merrill Lynch.

Meta attended the NYU Stern School of Business, where she graduated with distinction. She holds a BA in Economics from Northwestern University.
 

 

 

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