Wall Street Meets Wireless Industry Supply Chain Jan 2003

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NEW – International Wireless Packaging Consortium
Interactive Technical Workshop

Limited to 100 seats
First Registered, First Served

Wall Street
Meets
Wireless Industry Supply Chain
When will the Wireless Industry Recover ?

Hosted by:

Hotel Nikko San Francisco
222 Mason Street
San Francisco, CA USA
Phone: 415-394-1111
Fax: 415-394-1106

January 14, 2003

Preliminary Agenda
Subject to Changes

Organized by the International Wireless Packaging Consortium

Click HERE to Register for Workshop

Moderated by
Don Brown, Director, IWPC
and
Rene Douville, Technical Director, IWPC

Workshop Goal:

When will the wireless industry come back to life?

The Wall Street Community has its view of the Wireless Industry and Wireless Industry Leaders have their views - more than likely these views are not in agreement.

The advent of WLAN and other Short Range Radio Technology is creating a paradigm shift in the entire wireless industry - from the service providers down the supply chain.

The GOAL of this workshop is to bring the financial community together with industry leaders of the wireless industry and supply chain -- to share data and exchange points of view and try to reach a common understanding of current and future markets and deployments of various segments of the wireless industry.

We don't expect many to agree -- but that is how we can all learn from each other.


Wall Street Meets Wireless Industry Supply Chain When will the Wireless Industry Recover? Hosted by: Hotel Nikko San Francisco 222 Mason Street San Francisco, CA USA Phone: 415-394-1111 Fax: 415-394-1106 January 14, 2002 Preliminary Agenda Subject to Changes
Tuesday January 14, 2003
7:00 AM	REGISTRATION & BREAKFAST
8:00 AM	OPENING REMARKS	Don Brown Director, IWPC
8:15 AM	SELF INTRODUCTIONS	Each person in audience will be asked to introduce him/herself and share how they can contribute to this process.
9:00 AM	WALL STREET PRESENTATIONS Is 3G dead? Does 3G make financial sense? Will WLAN fill the gap that 3G was supposed to provide? Where is the revenue in short range wireless applications? Is the millimeterwave communications equipment industry dead? What and when will there be a large market for broadband? Will wireless play a role in broadband, or will the cablecos and telcos own that market? Is the handset market all driven by China?	Overview and Introduction to Merrill Lynch Team Jerry Labowitz First Vice President Merrill Lynch Wireless Service Providers: Outlook and Drivers David Janazzo Telecom Wireless Services Industry Analyst Merrill Lynch Wireless Handsets: A Global Overview Tal Liani Telecommunications Analyst and Adnaan Ahmad European Telecom Equipment Industry Merrill Lynch
10:00 AM	BREAK
	WALL STREET PRESENTATIONS *(continued)*	Wireless Network Infrastructure Simon Leopold US Wireline Equipment Industry Merrill Lynch Wireless LAN Landscape and Futures John Roy Enterprise Hardware and Storage Industry Merrill Lynch Mobile Phone Outsourcing Trends Brian White Electronics Manufacturing Services Industry Merrill Lynch Wireless Semiconductors: Power Shifts in an Evolving Supply Chain Andrew Griffin European Semiconductor Analyst and Mark Lipacis US Semiconductor Industry Merrill Lynch Passive Component Integration Jerry Labowitz Electronic Connectors and Passive Components Merrill Lynch
11:30 AM	WALL STREET PANEL SESSION
Noon	LUNCH
1:00 PM	WIRELESS INDUSTRY & SUPPLY CHAIN VIEWS Industry leaders to discuss deployment plans (not technology), take rate, and carrier class vs enterprise applications. Service Providers How will WLAN deployments affect the roll out of 3G? Voice vs data services deployment (2G, 2.5G, 3G, 4G) forecasts WLAN deployment forecasts Backhaul and mmwave deployment forecasts North America, vs Europe vs Asia deployment issues Handset Makers There seems to be a mismatch between handset makers and wireless internet device views and the views of the financial community – what are the applications which will drive these future handsets? How will the market drive the technology, rather than the technology drive the market? It is clear the China market will dominate in the near future. What will this do to the historical suppliers of handsets? Will China develop its own suppliers? Infrastructure Makers Status of network sharing -- 3G sharing networks with 2.5 & 2G? What will be needed from handset makers to share backward compatible networks? "Smart Antennas" deployment plans. Great promise, not much happening. How will the emergence of Software Defined Radios affect deployment of new terminals? Is a one "model fits all" scenario possible and if so, how will this affect service differentiation and tower and facility sharing? MMwave Equipment Makers What is the future of mmwave applications? Impact of "Smart Antennas" on future mmwave radio applications? Short Range Radio Makers Deployment plans? Trends of combination of wireless and WiFi. Carrier vs enterprise deployment issues Electronic Manufacturing Services (EMS) Trends in the EMS business for the wireless industry? How will the EMS industry help wireless OEMs save time and money? How will the EMS industry help the Service Providers in the future (branded vs unbranded products)? Will the EMSs take on an even greater role in future manufacture and distribution of equipment? Will they begin to displace the OEMs?	The Future of Wireless Services: A Carrier's Perspective Lee Tjio Director, Advanced Technology Strategy Verizon Wireless Title TBA Alexandre Brown Head of Technology Tracking and Analysis OrangeFrance The Future of WISPs and 3G Carriers Working Together Jim Keeler, VP of Engineering Wayport Total Wireless Infrastructure Solutions - Today's Issues with an Eye on the Future Scott Nelson Senior Marketing Manager Alcatel USA Title TBA Russell Wagner VP Business Development Raytheon The Millimeterwave Communications Industry John Mikulsky Senior VP Endwave Corp. Total Cost of Ownership in the Wireless Terminal Business Doug Brenner President Elcoteq Title TBA Nick Brathwaite CTO Flextronics Packaging's Role in the Wireless Industry Recovery Eelco Bergman Sr. VP Marketing AMKOR China Wireless Industry Overview Dr. Tim Weckesser President & CEO Science Center International
3:00 PM	BREAK
3:15 PM	WIRELESS INDUSTRY & SUPPLY CHAIN VIEWS *(continued)*
4:30 PM	Panel and Open Forum Discussions	Previous Speakers
5:30 PM	TAKE AWAYS AND CLOSING REMARKS
6:15 PM	End of Day
7:15 PM	evening Reception
Wednesday January 15, 2003
	Next IWPC Workshop (Next Day, Same Hotel) Emerging In-Building & Short Range Wireless Systems Applications and Equipment Requirements **802.11x, Bluetooth (tm), Bluetooth (tm)-like Co-Hosted by: EMS Technologies Intersil January 15-16, 2003 San Francisco, CA Click HERE** for Workshop Details

ATTENDANCE

IWPC Interactive Technical Workshops, available to IWPC members only (2 persons per IWPC Member Company), unlike traditional conferences and workshops, are highly interactive and are attended by senior technology and business leaders who make a commitment to cooperate to forward advanced packaging technology.

DEADLINE FOR HANDOUT MATERIALS

Deadline for electronic version of handout materials: January 8, 2003.

COSTS

ALL attendees AND pre-approved guests will be asked to cover out of pocket workshop costs such as food, entertainment, booklet copying, audio/visual costs, etc.
We estimate that these costs will be approximately $275. (US) per person.
(final cost to be determined as we get closer to the actual workshop date)

Attendees AND pre-approved guests will be asked to pay this fee in advance with either Visa, Mastercard, American Express, cash, personal check or business check.

Make checks payable to IWPC.

HOTEL

We have blocked 30 rooms at the

Hotel Nikko San Francisco
222 Mason Street
San Francisco, CA USA
Phone: 415-394-1111
Fax: 415-394-1106

Conference Room Rate of $159.00 single/double occupancy

Please call the hotel before January 6, 2003 to make your reservations at this rate.

After January 6, 2003 the hotel will release the un-reserved rooms and you may be charged full hotel rates.

AUDIO VISUAL

All projector formats will be available for the speakers.

· Computer projector

· Overhead projector

In addition, we plan to audiotape all presentations and the interactive discussions. This tape will be transcribed and made available to all IWPC members.

BUSINESS CARDS

Business cards will be collected at the door from all attendees. We will make copies of these cards, which will be available to all who provided a business card.

DRESS

Business casual suggested. No ties, please !!

PRESENTATIONS

We have limited time slots available, but want to extend invitations to those people who wish to make a presentations.

PLEASE MAKE CONTACT WITH DON BROWN OR RENE DOUVILLE ASAP TO DISCUSS THE DETAILS OF YOUR PRESENTATION AND TO MAKE CERTAIN THAT THERE WILL BE TIME AVAILABLE FOR YOUR PRESENTATION.

HANDOUT MATERIALS

It is our intention to prepare a handout booklet. We propose its contents be as follows:

For ALL IWPC members:

All IWPC members are invited to submit a maximum of 4 pages of materials to include in this handout booklet. These pages should NOT BE SALES MATERIALS. Rather, we suggest it contain technical information about your technology as it relates to the workshop topics.

For all companies who will be making a presentation at the Workshop:

You are invited to submit an advance copy of your presentation, complete with graphics and illustrations.

This booklet will be copied and handed out at the workshop and included in the IWPC Web site.

Please submit these materials either by email, as a Word for Windows file or Power Point files.

Please send materials to:

[email protected]
or

[email protected]

or by snail mail to:

IWPC

610 Louis Drive, Suite 301

Warminster, PA 18974 USA

If your file is larger than 3 MB, please use
http://www.zixit.com

Call or email Don Brown for instructions on how to use
zixit.com

Click HERE to Register for Workshop