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State of the Telecom Industry

November 1, 2001

The San Diego Telecom Council presents…State of the Telecom Industry

November 1, 2001
5:00 pm to 7:30 pm, Hilton Torrey Pines

REGISTER BEFORE 5:00 pm on Monday, October 29

State of the Telecom Industry



What is the state of the telecom industry, and what are venture capitalists investing in in today’s environment? When are things going to get better?

Is 3G going to happen? Is photonics dead, or just beginning? What will the industry look like in six months? In a year? What will take off first?

Come and listen to some of the industry’s most plugged-in players give their analysis of the State of the Industry.

Goldman Sachs will give the headliner presentation, presenting research as uncovered by their leading analysts. We will then have a panel of experts

who will discuss their perspectives of what these things mean, and their outlook going forward.

Meet the Headliners:

Moderator: Steve Domenik, General Partner, Sevin Rosen Funds. Steve joined Sevin Rosen as a partner in 1995. In the early 1990s, Steve was the vice

president of marketing at Cyrix, a Sevin Rosen Funds portfolio company. Before this, he was CEO at two other startups and spent his early career at Intel. Steve reviews numerous types of technology opportunities, from semiconductor ventures to communications companies focused on emerging photonics technologies, including OMM, Silicon Wave, and LightConnect.

Panelists:Mike Goguen, General Partner, Sequoia Capital. Michael Goguen focuses on investments in the components and systems sectors. Before joining Sequoia

Capital in 1996, Michael spent 10 years in various engineering, research, and product management roles at DEC, SynOptics, and Centillion, and was a director of Engineering at Bay Networks(Nortel). Mike was responsible for Sequoia Capital’s investments in Ardent, Maxcomm, Monterey Networks, Netiverse, and Pipelinks, which were all acquired by Cisco. He was also responsible for investments in Versatile (acquired by Vitesse), Redback Networks (RBAK), Springbank (acquired by CacheFlow), Telesys, Yago Systems (acquired by Cabletron, and VitalSigns Software (acquired by International Network Services).

George Abe, Partner, Palomar Ventures. Before joining Palomar, George spent nearly 6 years with Cisco Systems in the office of the Chief Technical

Officer. George sits on 3 corporate boards. These are Switchcore AB (publicly traded fabless semiconductor designer in Sweden), Virtela (managed VPN service provider) and Umachines (MEMS cross connect components). He is a member of the board of the National Regulatory Research Institute (which conducts research into public policy impact of infrastructure regulation), the Pepperdine University Center for Technology and Law and the Board of Advisors for the UCLA Anderson School Venture Development Program.

David Nagel, President & CEO, Palm, Inc., Platform Solutions. Before Palm, Inc., Nagel was AT&T’s chief technology officer, where Nagel led its technology strategy and R&D planning. As president of AT&T Labs, he was responsible for managing R&D for the company’s next-generation Internet Protocol, data and managed services, and AT&T Business Services IT systems. Prior to joining AT&T, Nagel was senior vice president at Apple Computer, where he led the worldwide research and development group responsible for Macintosh OS software, Macintosh hardware, imaging and other peripheral products.


November 1, 2001
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