Research Partners
Supporting Partners
Alcatel
Jim White, VP, Market Development
Atlas Venture
Ahmet Ozalp, Investment Partner
AT&T
Karl Spangenberg VP, Integrated Advertising
Fast
Mike Brady, Director Business Devevlopment
GlobeCast America

Mary Frost, France Telecom Subsidiary, CEO

Heavy Reading
Rick Thompson, Senior Analyst
Hudson Square Research-Soleil Securities
Daniel Ernst, Senior Technology Analyst
Houlihan Lokey
Gary Adelson, Managing Director
IBM
Stephen Mannel, Offerings Executive, Cable and Broadband Solutions
Intel Capital
Sita Vasan, Digital Home Sector

Intellon
Andy Melder, SVP Marketing

Maxim Group

Mark Harding, CFA, Sr. Digital Media Technology Analyst
Mercator Capital
Mike Myshrall
, Managing Director
RCBG
David Hassman, Principal

Tier1 Research
Daniel Berninger, VP, Sr Analyst
Unstrung
Richard Martin, Senior Editor
Verizon
Frank Nein, Analyst

Agenda: Triple Play and IP Communications
Technology and Innovation Summit 
November 28, 2006 - New York Harvard Club, Biddle Room

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8:00-9:00: Registration and Networking


_________________________________________________________________________________
9:00-9:50:
Triple Play Market and Investment  Outlook
As Verizon and AT&T roll out their new IPTV services, traditional telco and cable models are in uproar. Single-service providers --particularly telephony providers -- can't survive in the face of bruising competition and plummeting prices. The Holy Grail is Triple Play and Quadruple Play services -- the wedding of telephony, high-speed Internet, television and, increasingly wireless. Who has the upper hand: cable companies or telcos? Will consumers balk at bigger bills? What infrastructure and services show the most market and investment promise.


Rick Thompson, Heavy Reading, Senior Analyst
Gary Adelson, Houlihan Lokey, Managing Director
Ahmet Ozalp, Atlas Venture, Partner in Technology Group
Frank Nein, Verizon Video Portal (ANJ) Contractor/Consultant & Industry Analyst

Moderator: Richard Martin, Unstrung, Senior Editor


_________________________________________________________________________________
10:00-10:30: Keynote
Market Trends and Forecasts for 2007: Telecom, IP and Converged Communications

Matt Davis, IDC, Program Director, Consumer Multiplay Services



_________________________________________________________________________________
10:30-11:20:
Creating the Quadruple and Quintuple Play
Cable companies and telcos are increasingly turning from the $99 Triple Play package of voice, broadband and TV to the quadruple play: a package that includes wireless. Last month, for example, Comcast, Time Warner, Cox Communications and Advance/Newhouse Communications announced they were forming a joint venture with Sprint Nextel to offer wireless telephone service. Meanwhile, Cingular and parent AT&T are experimenting with their own wireless services. Add satellite providers, mobile TV and dual-mode WiFi phones to the mix, create new interactive services -- and you have an entirely new package of services to offer. Who wins?



Moderator: Daniel Berninger
, Tier1 Research, VP, Sr Analyst
Mary Frost, GlobeCast America, France Telecom Subsidiary, CEO
Richard Martin, Unstrung, Senior Editor

________________________________________________________________________________
11:20-11:30:
Presentation for Siltronics

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11:30-11:45: NETWORKING BREAK

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11:45-12:40:
  The Wireless Wild Card

The explosion of mobile data and WiFi is a disruptive force that may determine the winners and losers in the race to control consumer mindshare. IPTV is coded in the same IMS format as mobile television;advanced WiFi services will soon enable consumers to transfer VOD from their computers to their HDTV sets, TiVos and iPods. Consumers will go with companies that offer them the most seamless transition between outside and inside, between 3G and WiFi, and between WiMax and IPTV. A look at how wireless plays into the plans of telcos and cable companies.

David Hassman , RCBG, Principal
Karl Spangenberg, VP, Integrated Advertising, AT&T




_________________________________________________________________________________
12:45-1:30: LUNCH


_________________________________________________________________________________
1:30-2:00: Keynote

Cable's Triple Play & Beyond:  The Future of Revenue Growth and Market Share

Robin Flynn, Kagan Research, Senior Analyst



_________________________________________________________________________________
2:10-3:00 IPTV: Promise and Perils
Verizon and AT&T are rolling out IPTV networks they claim will offer nearly limitless channels, interactivity and seamless integration with telephony and broadband. Is their technology ready for prime time? Can it be explained in a way consumers understand? And, most importantly, can it be offered to consumers at attractive enough price points to lure them away from deeply entrenched cable and satellite providers?


Moderator: Mark Harding, Maxim Group, CFA, Senior Digital Media Technology Analyst
Sita Vasan, Intel Capital, Digital Home Sector
Stephen Mannel, IBM, Offerings Executive, Cable and Broadband Solutions
Andy Melder, Intellon, SVP Marketing


_________________________________________________________________________________

3:10-3:50 Keynote
IPTV and Triple Play: Enablers of a new content consumption model


________________________________________________________________________
4:00-4:50  Industry Roundtable: IP Services and the Future
IP services are transforming the business models for cable, telcos, broadcasters and satellite companies. IPTV is becoming a viable alternative to existing pay TV services. Skype and Vonage are remaking telephony. TV watchers are flocking to PCs. We consider what communications businesses must do to adapt -- and survive.


Moderator: Daniel Ernst, Hudson Square Research-Soleil Securities, Senior Technology Analyst
Mike Myshrall, Mercator Capital, Managing Director
Mike Brady, FAST, Director Business Development
Jim White, Alcatel, VP Market Development


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5:00-6:30: Networking Cocktail Party