Tuesday, 26 March,
10:45
–
12:15
Theater I
Session Description
This Market Watch panel is one of OFC's most highly attended panels. Industry and financial analysts give their views of the optical communications markets. Both historical data and forecasts are included. Top trends in all markets are presented with a focus on specific market data points that are helpful to a wide audience. The entire optical communications value chain will be represented – components, equipment and services.
Organizer
Tim Doiron, VP Solution Marketing, Infinera, United States
Panelists
Mike Genovese, Managing Director, Rosenblatt Securities, United States
Meta Marshall, Equity Analyst, Morgan Stanley, United States
Ruben Roy, Managing Director, Stifel, United States
Andrew Schmitt, Founder, Cignal AI, United States
Jimmy Yu, Vice President, Dell'Oro Group, United States