Open Networking Investment Implications
- Mari Mineta Clapp, ONUG
- Rod Hall, JPMorgan Chase
- Brian Marshall, ISI Group
- Jayson Noland, Robert W. Baird & Co.
- Paul Silverstein, Cowen Group
Session Description: SDN promises to be a disruptive technology to traditional Layer 2-7 technologies. It is no surprise to industry observers that the networking industry is at an inflection point where IT business leaders seek new solutions to new problems, be it from start-ups or established vendors. What are the key trends and investment opportunities? Where are we in the investment cycle for open networking? Is value shifting in the market? This panel of financial analysts will address these questions and the implications for IT executives, vendors and channels.
Mari Mineta Clapp
ONUG Managing Director
Mari has over 20 years of experience in high tech developing new markets, creating powerful brands and highly differentiated marketing platforms. She works closely with the IT community to drive thought leadership and network transformation as large corporations take greater control of their network infrastructure and deploy open networking solutions. Mari has an extensive network of strategic relationships enabling her to make a strong marketing and business development impact.
Managing Director and Senior Research Analyst at Cowen And Company
Paul Silverstein is a Managing Director and Senior Research Analyst at Cowen And Company covering data networking and wireline equipment. Prior to joining Cowen in January 2013, Mr. Silverstein was a senior analyst in Credit Suisse’s equity research department, covering the communications infrastructure industry. Prior to 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 an M.B.A. from Columbia Business School, a J.D. from Cornell Law School, and a B.A. from the University of Pennsylvania. Institutional Investor, the Wall Street Journal, Forbes Magazine and Thomson Reuters StarMine have ranked Mr. Silverstein as one of the top U.S. networking and communication equipment analysts.