ISRAEL′S BEST PERFORMING VENTURE FUND（三）.pptVIP

Panelists Ido Sharon – CTO Bezeq Neil Ransom – CTO Alcatel Ohad Finkelstein – Frmr. Chairman Interoute Yuval Shachar – Founder, CEO P-cube (Cisco) Avinoam Rubinstein – Founder, CTO Atrica The Perfect Storm In October of 1991 a storm stronger than any in recorded history hit the coast off of Gloucester, Massachusetts. This Perfect Storm — so called because it was three storms combined into one — created an almost apocalyptic situation in the Atlantic ocean, where boats encountered waves of 100 feet “Our Perfect storm” 1996-2000 The collision of the 3 storms in the telecom: Telecom deregulation 1996 : CLECs (in 3 years 144 CLECs went public, raising over $50B) Internet: “new economy” demand for bandwidth Cellular : tremendous penetration Leading to Trillions of dollars raised in the capital markets world wide Hundreds of Billions of dollars into SP CapEx. Acquisition of innovative technologies to be tragic… “Our Perfect storm” (Cont) The tragic impact of the “Perfect Storm” on the Andrea Gail and its crew, is known to most of us from the movie. Are there opportunities out there? * Communication startups:Current Business Issues Adi Gan - IVA conference June 2005 IVA Communication Session The consequences of “Our Perfect Storm” were just as tragic to many startups that we know. Now that the storm is behind us, is it safe to sail the ocean again? Three storms combined into one. Well here are the events of another perfect storm, a weather storm …some of you may remember it from the news… In October of 1991 a storm stronger than any in recorded history hit the coast off of Gloucester, Massachusetts. This Perfect Storm — so called because it was three storms combined into one created an almost apocalyptic situation in the Atlantic ocean, where boats encountered waves of 100 feet This is an actual satellite image of the storm taken by the US national oceanic and atmospheric agency. In a sense, one could argue that the telecom market went through a similar st