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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (37772)	7/23/2002 3:29:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67992

Dear Colleague, As we all know, the telecommunications industry is in serious trouble. Over capacity in some areas of the network, declining voice revenues, inability to make money on data services, the lack of a high bandwidth killer application, a huge burden of debt, and financial scandal have combined to throw the weaker carriers into bankruptcy and seriously damage even the strongest ones. There will be no quick solutions to these problems. But there are actions that carriers can take to position themselves for future growth and profitability. We will be focusing on some of the ways carriers can improve their prospects at Opticon 2002, August 19-22, 2002 in San Jose, CA. For more information, visit our web site at opticon2002.com One example of this focus is the tutorial Russ McGuire, chief strategy officer for the consulting firm TeleChoice, will conduct on August 19th. The session is called “Managing Hope and Reality to Achieve Carrier Profitability.” Russ will address a number of critical issues for carriers, including the difference between economies of scale and economies of scope; managing the mix of fixed and variable costs; the economic impact of traffic shifting; critical factors for new service adoption; managing costs vs. revenues; cannibalization of services; and many more. And he’ll offer some real world examples from WorldCom, AT&T and others. Russ’s tutorial, of course, is just one element of the overall Opticon 2002 conference. In total, there are almost 40 sessions and over 100 speakers. The three keynote speakers at Opticon 2002 are people who have played major roles in the Internet and optical networking business in both good times and bad. Because of this, they offer great perspective on the future. Kevin Kalkhoven is co-founder of Kalkhoven, Pettit & Levin Ventures LLC, and former president, CEO and chairman of JDS Uniphase. During his tenure at Uniphase and, later, JDS Uniphase, sales grew 67-fold and the market cap of the company grew from $35 million to $100 billion. Greg Mumford is chief technical officer for Nortel Networks. Before assuming his present position, he was president of Nortel's Optical Long Haul Networks business. Michael O'Dell had a crucial role in one of the seminal Internet service providers during the period that the Internet was growing at phenomenal speed. From 1993 to 2001, he was senior vice president and chief scientist for UUNET Technologies, where he was responsible for the company's network architecture, product set and strategic direction. In addition to attending the conference program, you will also want to visit the exhibits on Monday and Tuesday evenings. There will be food and drink each night, and it's a great way to see first hand innovative new products and to meet and network with many of the leading players in the industry. If you would like to look at the full agenda for Opticon 2002, please visit opticon2002.com. When you register, please use VIP Code C1NT1OPT to take advantage of your $500 DISCOUNT. We hope to see you there in August! Sincerely, Jerry Goldstone President Key3Media BCR Events P.S. If you use your VIP Code when you register you will receive a FREE audio scan FM radio! FiberSystems International magazine provides optical networking professionals with end to end coverage of the optical communications supply chain - optical component and subsystem vendors, network equipment vendors and network operators, as well as installation and T&M. For delivery of vital, unbiased market information, subscribe FREE OF CHARGE today at fibers.org