OFC 2016 CONFERENCE

Anaheim, California
March 20-24, 2016
EXPO HOURS
Tuesday, March 22
10:00 a.m. - 5:00 p.m. ET
Wednesday, March 23
10:00 a.m. - 5:00 p.m. ET
Time

Name

Organization

Phone Number

11:30 12:00 p.m.

Jimmy Yu

DellOro group

N/A

12:30 1:00 p.m.

Doug Clark

Goldman Sachs

(415) 249-7453

1:00 1:50 p.m.

Dmitry Netis

William & Blair Company

(718) 415-1184

Tuesday, March 22

Wednesday, March 23, 2016

8:00 9:00 a.m.
(Breakfast meeting)

James Kisner

Jefferies

N/A

10:00 11:00 a.m.

Vladimir Kozlov &

George Stojsavljevic

LightCounting

(541) 683-6505

12:00 12:30 p.m.

Andrew Schmitt

Cignal A1

(617) 365-3563

12:30 1:00 p.m.

Simon Stanley

Heavy Reading

(44) 7730-952847

2:30 3:00 p.m.

Stephen Hardy

LightWave

(603) 557-6991

3:00 3:30 p.m.

Tim Doiron

ACG Research

(630) 235-4788

4:00 5:00 p.m.

Bob Wheeler

Linley Group

(707) 206-8042

Lisa Huff

Discerning Analytics

(717) 439-2530

Drop By
Drop By

Interview Techniques
Techniques Do:
Pause to consider your response
Be positive
Include sound bites where possible
Be aware of wider issues affecting the industry and comment on them where relevant
Consider the journalist as driven by fact, news and being able to deliver something that their rivals
cant
Use company and full product names
Techniques Dont:
Do not speak too quickly, instead give yourself time to formulate your answer
Do not say anything off the record
Do not be afraid to say you do not know the answer. You can always say: That is outside of my
area of expertise but I can put you in touch with the right person
Do not feel pressured to answer confusing questions. Ask for the questions to be repeated or
rephrased instead
Only quote information that is in the public domain or that you would be happy to be attributed
to you in print
Do not repeat negative questions or phrases. Rephrase or reframe these in a positive way to
include your key messages
Do not speak in absolutes in case there is contradictory information available

Executive Overview
Analyst Attendee
Jimmy Yu, VP of Microwave Transmission and Optical Transport Market Research, DellOro Group
Luxtera Attendee
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Tuesday, March 22
11:30 a.m. 12:00 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
Jimmy briefed with Luxtera last year via phone. For this meeting we recommend providing Jimmy with a
company update highlighting the announcement of the general availability of Luxteras 100G-PSM4
compliant chipset and QSFP optical module. We also recommend discussing the transition to volume
shipments to support the next generation of cloud computing and the sampling availability of the Dual
100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps interconnect bandwidths.

Analyst Profile
Jimmy Yu, Vice President of DellOro Group

Jimmy Yu has 14 years of experience covering the microwave transmission market and has significantly
expanded coverage in the optical transport market. He is a recognized authority in the Optical Transport
market and has written articles in various industry magazines such as Lightwave and TMCnet. He is also
frequently quoted in publications such as Bloomberg and Network World.

Analyst Firm Profile

Dell'Oro Group is the trusted source for market information about the networking, telecommunications
and information technology (IT) industries. With in-depth, objective research and analysis from Dell'Oro
Group, companies can make informed strategic business decisions and maintain a competitive edge.

Executive Overview
Analyst Attendee
Doug Clark, Equity Research Associate, Goldman Sachs
Luxtera Attendee
Brian Welch, Director of Product Marketing at Luxtera
or
Ron Horan, Vice President of Marketing at Luxtera
Logistics
Date
Time
Where

Tuesday, March 22
12:30 1:00 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
This will be Dougs first time speaking with Luxtera. For this meeting we recommend providing him with
a brief overview of Luxtera. This briefing should also highlight the announcement of the general
availability of Luxteras 100G-PSM4 compliant chipset and QSFP optical module.

Analyst Profile
Doug Clark, Equity Research Associate, Goldman Sachs
Doug is an equity researcher for Goldman Sachs. He often covers equities in the optical space, like Ciena,
Infinera, Lumentum, and Finisar. He has had more than five years of experience in the equity market.

Organizational Profile

Goldman Sachs Inc. is a leading global investment banking, securities and investment management firm
that provides a wide range of financial services to a substantial and diversified client base including
corporations, financial institutions, governments and individuals.

Executive Overview
Analyst Attendee
Dmitry Netis, Analyst, William & Blair Company
Luxtera Attendee
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Tuesday, March 22
1:00 1:50 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
This will be Dmitrys first time speaking with Luxtera. For this meeting we recommend providing him with
a brief overview of Luxtera. We recommend updating Dmitry on the announcement of the general
availability of Luxteras 100G-PSM4 compliant chipset and QSFP optical module. This briefing should also
highlight the transition to volume shipments to support the next generation of cloud computing and the
sampling availability of the Dual 100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps
interconnect bandwidths.

Analyst Profile
Dmitry Netis, Analyst, William & Blair Company

Dmitry Netis is an equity research analyst focusing on communications infrastructure and software.
Dmitry has worked for more than a decade in the high-tech industry on semiconductor, components and
processing and telecom infrastructure.

Analyst Firm Profile

William & Blair Company is a global investment banking and wealth management firm.

Executive Overview
Analyst Attendee
James Kisner, Senior Vice President and Senior Analyst, Jefferies
Luxtera Attendee
Ron Horan, Vice President of Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
8:00 9:00 a.m.
MIX Restaurant & Lounge inside the Hilton

Briefing Objectives
Ron will be meeting with James for breakfast. James spoke with Luxtera last year, so we recommend
providing a company update as well as highlighting Luxteras announcement of the general availability of
its 100G-PSM4 compliant chipset and QSFP optical module. This briefing should also highlight the sampling
availability of its Dual 100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps
interconnect bandwidths.

Analyst Profile
James Kisner, Senior Vice President and Senior Analyst, Jefferies

James is the senior vice president and senior analyst for Jefferies. James leads the coverage of IT hardware
and communications infrastructure. He was selected as the 2013 Rising Star by Institutional Investor in
3 categories (Data Networking and Wireline Equipment, Telecom Equipment/Wireless, and Technology
Supply Chain)

Organizational Profile
Jefferies, the global investment banking firm, has served companies and investors for more than 50 years.
Jefferies provides clients with capital markets and financial advisory services, institutional brokerage and
securities research, as well as wealth management. The firm also provides research and execution services
in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking
services including mergers and acquisitions, restructuring and recapitalization.

Executive Overview
Analyst Attendees
Vladimir Kozlov, Founder and CEO, LightCounting
George Stojsavljevic, Business Development and Account Management, LightCounting
Luxtera Attendee
Ron Horan, Vice President of Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
10:00 11:00 a.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
This will be Vladimir and Georges first time speaking with Luxtera. For this meeting we recommend
providing them with a brief overview of Luxtera and updating them on the announcement of the general
availability of Luxteras 100G-PSM4 compliant chipset and QSFP optical module. Also highlight the
transition to volume shipments to support the next generation of cloud computing and the sampling
availability of the Dual 100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps
interconnect bandwidths.

Analyst Profiles
Vladimir Kozlov, Founder and CEO, LightCounting
George Stojsavljevic, Business Development and Account Management, LightCounting

Vladimir is the founder and CEO of LightCounting and has more than 25 years of experience in
optoelectronics, optical communications and market research.
George has more than 30 years in the industry. He has expertise in driving global sales of the companys
research reports and services and previously worked for Infonetics Research assisting with clients that
included components vendors, telecoms equipment manufacturers and network operators.

Organizational Profile

LightCounting is a market research company focused on the in-depth study of high speed interconnects
for the datacom, telecom and consumer communications markets. LightCountings research covers the
entire supply chain from optical and semiconductor components, to modules and sub-systems and their
application in telecom and datacom systems.

Executive Overview
Analyst Attendee
Andrew Schmitt, Founder, Founder of Cignal Al
Luxtera Attendee
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
12:00 12:30 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
Andrew briefed with Luxtera last year via phone. For this meeting we recommend providing Andrew with
a company update highlighting the announcement of the general availability of Luxteras 100G-PSM4
compliant chipset and QSFP optical module. We also recommend discussing the transition to volume
shipments to support the next generation of cloud computing and the sampling availability of the Dual
100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps interconnect bandwidths.

Analyst Profile
Andrew Schmitt, Founder of Cignal Al

Andrew is the founder and lead analyst at Cignal AI, he draws upon more than two decades of
comprehensive experience in the optical network industry, first as an engineer and manager in the field
and then as an industry analyst. He uses first-hand knowledge to bring a unique perspective to his
research.

Analyst Firm Profile

Cignal AI provides active and insightful market research for the networking component and equipment
market as well as its end customers. The organizations work blends expertise from a variety of disciplines
to offer a unique, informed perspective on the continuous evolution of networking communications.

Executive Overview
Analyst Attendee
Simon Stanley, Founder and Principal Consultant, HeavyReading
Luxtera Attendee
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
12:30 1:00 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
Simon briefed with Luxtera last year via phone. For this meeting we recommend providing Simon with a
company update highlighting the announcement of the general availability of Luxteras 100G-PSM4
compliant chipset and QSFP optical module. We also recommend discussing the transition to volume
shipments to support the next generation of cloud computing and the sampling availability of the Dual
100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps interconnect bandwidths.

Analyst Profile
Simon Stanley, Founder and Principal Consultant, Heavy Reading

Simon is founder and principal consultant at Earlswood Marketing Ltd., an independent market analyst
and consulting company based in the U.K. He also writes extensively for Heavy Reading and Light Reading.
His recent work has included investment due diligence, market analysis for investors and
business/product strategy for semiconductor companies. His reports and webinars cover a variety of
communications-related subjects, including SDN/NFV, LTE, 40G/100G/400G components, ATCA,
MicroTCA, multicore processors, switch fabric chipsets, network processors and packet-optical silicon.

Analyst Firm Profile

Heavy Reading is the research division of Light Reading and offers deep analysis of emerging telecom
trends to network operators, technology suppliers and investors. Its product portfolio includes in-depth
reports that address critical next-generation technology and service issues, market trackers that focus on
the telecom industrys most critical technology sectors, exclusive worldwide surveys of network operator
decision-makers that identify future purchasing and deployment plans.

Executive Overview
Analyst Attendee
Stephen Hardy, Editorial Director and Associate Publisher, LightWave
Luxtera Attendees
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
2:30 3:00 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
Stephen briefed with Luxtera last year via phone. For this meeting we recommend providing Stephen with
a company update highlighting the announcement of the general availability of Luxteras 100G-PSM4
compliant chipset and QSFP optical module. This briefing should also highlight the transition to volume
shipments to support the next generation of cloud computing and the sampling availability of the Dual
100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps interconnect bandwidths.

Analyst Profile
Stephen Hardy, Editorial Director and Associate Publisher, LightWave

Stephen is the editorial director and associate publisher at Lightwave and has covered fiber optics for
more than 15 years. He is responsible for establishing and executing Lightwave's editorial strategy across
its digital magazine, website, newsletters, research and other information products.

Analyst Firm Profile

Lightwave delivers content focused on fiber optics and optoelectronics, the technologies that enable the
growth, integration and improved performance of voice, data and video communications networks and
services

Executive Overview
Analyst Attendee
Timothy Doiron, Principal Analyst, ACG Research
Luxtera Attendee
Ron Horan, Vice President of Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
3:00 3:30 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
This will be Timothys first time speaking with Luxtera. For this meeting we recommend providing him
with a brief overview of Luxtera. We recommend updating Timothy on the announcement of the general
availability of Luxteras 100G-PSM4 compliant chipset and QSFP optical module. We also recommend
discussing the transition to volume shipments to support the next generation of cloud computing and the
sampling availability of the Dual 100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps
interconnect bandwidths.

Analyst Profile
Timothy Doiron, Principal Analyst, ACG Research

Tim Doiron is Principal Analyst for ACG Researchs Intelligent Transport Networking practice. Tims work
is focused on network innovations and transformations in the areas of packet optical transport, data
center inter-connect (DCI), transport/multi-layer SDN, and network function virtualization (NFV). Tim has
more than 25 years of telecommunications industry experience.

Analyst Firm Profile

ACG Research is an analyst and consulting firm focused on the networking and telecom industry. It
provides clients with quantitative market sizing, business case analysis and custom research.

Executive Overview
Analyst Attendee
Bob Wheeler, Principal Analyst, The Linley Group
Luxtera Attendees
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Date
Time
Where

Wednesday, March 23
4:00 5:00 p.m.
Meet at Media Center 201B; Conduct meeting in Interview Room 201C

Briefing Objectives
Bob briefed with Luxtera last year via phone. For this meeting we recommend providing Bob with a
company update highlighting the announcement of the general availability of Luxteras 100G-PSM4
compliant chipset and QSFP optical module. This briefing should also highlight the transition to volume
shipments to support the next generation of cloud computing and the sampling availability of the Dual
100G-PSM4 chipsets and OptoPHY optical modules, supporting 200 Gbps interconnect bandwidths.

Analyst Profile
Bob Wheeler, Principal Analyst, The Linley Group

Bob Wheeler is The Linley Group's principal analyst for networking and has been part of the organization
since 2001. He has more than 25 years of experience in the networking, semiconductor and PC industries.

Analyst Firm Profile

The Linley Group is the leading supplier of independent technology analysis and strategic consulting in
semiconductors for a broad range of applications including networking, communications, PCs, servers,
mobile, and embedded. It covers emerging and mature markets such as mobile application processors,
cellular baseband processors, mobile connectivity chips, Ethernet chips and controllers, high-speed
interconnects, embedded processors, microcontrollers, FPGAs, broadband chips, optical chips and more.

Executive Overview
Analyst Attendee
Lisa Huff, Principal Analyst, Discerning Analytic
Luxtera Attendees
Brian Welch, Director of Product Marketing at Luxtera
Logistics
Format
Where

Drop By
Lisa may stop by Luxteras booth during the show

Analyst Profile
Lisa Huff, Principal Analyst, Discerning Analytics

Lisa Huff is principal analyst at Discerning Analytics. She is a Certified Data Center Professional (CDCP) and
degreed electrical engineer with almost 30 years of experience in the data center and electronics
industries. She is also the chief technology analyst for DataCenterStocks.com and serves as the telecom
director for Bishop & Associates, Inc.

Analyst Firm Profile

Discerning Analytics provides the data center, computer networking, data communications and
telecommunications markets with clear and concise real estate, site selection, industry research, analysis
and consulting services.