The Optical Networking and Communication
Conference & Exhibition

A Virtual Conference - Pacific Daylight Time (UTC-07:00)

Panel I: State of the Industry

Tuesday, 08 June
10:30 - 12:00

Moderator: Tim Doiron, Infinera, 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, subsystems, 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:

Alex Henderson, Needham & Company, USA

Vlad Kozlov, LightCounting Market Research, USA

Andrew Schmitt, Cignal Ai, USA

Paul Silverstein, Cowen, USA

Jimmy Yun, Dell’Oro, USA


Biographies:

Tim Doiron, Infinera, USA

Tim Doiron is Sr. Director, Solution Marketing at Infinera, where he focuses on innovative networking solutions that include open optical networking, disaggregated routing, next-generation mobile transport, and intelligent software automation. In this role, Tim leads the global marketing team responsible for go-to-market strategies and communications programs. Built upon open, disaggregated, and programmable network innovation, Infinera’s solutions enable network operators to increase networking capacity and visibility while accelerating service velocity and simplifying operations. Tim brings more than 25 years of networking and telecommunications experience across business and technical organizations, including roles in marketing, product management, and engineering in executive and managerial roles at vendor and service provider companies, including Coriant, Tellabs, ARRIS, Cadant, Ericsson, and AT&T Mobility. Tim is a frequent speaker at industry conferences and has authored numerous articles. He holds an MBA from Webster University, an M.S. in electrical engineering from Virginia Polytechnic Institute and State University, and a B.S. in electrical engineering from Southern Illinois University. He also holds eight patents and is a member of IEEE and the Optical Society (OSA).
 

Alex Henderson, Needham & Company, USA

Alex Henderson joined Needham & Company in 2012, where he covers the networking and security technology industries. Prior to joining Needham, Alex worked at 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 33 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 B.A. in Physics and Applied Mathematics from Bard College and an MBA from Vanderbilt University.
 

Vlad Kozlov, LightCounting Market Research, USA

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.
 

Andrew Schmitt, Cignal Ai, USA

Andrew Schmitt is the founder and directing analyst at Cignal AI, where he leads quantitative and qualitative research on the networking market’s entire supply chain. He is quoted and consulted by industry publications such as Lightwave and LightReading and is a member of the OFC Planning Committee. Mr. Schmitt is invited to speak at events including OFC, ECOC, FOE, and IIR conferences. He also provides consulting services to startups, carriers, vendors, and the investment community on developing business opportunities and market strategy.
 

Paul Silverstein, Cowen, USA

Paul Silverstein is a managing director and senior research analyst and covers telecom & networking equipment. Prior to joining Cowen in 2013, Mr. Silverstein was a director in Credit Suisse’s equity research department, covering the communications infrastructure industry. Before that, he was a senior analyst in equity research at Robertson Stephens and at Needham & Co. Prior to becoming a securities analyst, Mr. Silverstein practiced corporate and securities law as an associate at Weil Gotshal & Manges and at Pryor Cashman Sherman & Flynn. He holds a BA from the University of Pennsylvania, an MBA from Columbia Business School, and a JD from Cornell Law School.
 

Jimmy Yun, 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.

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