Venture capitalists and analysts have the power to influence
an industry through their actions and their observations. They help shape
vendors' product development plans, and they guide enterprise buying. If only
they could answer with absolute certainty and unanimity the
question on everybody's mind: When is the economy going to bounce back?
AND CEO, COMMUNICATIONS NETWORK ARCHITECTS
is quoted often on the state of the network industry,
and his comments reveal a no-nonsense, straight-talking
kind of guy. This year, he's laced the pages of Network
World with commentary on Lucent bottoming out, Nortel
breaking up and ultrawideband wireless taking off
among many other topics. His candor is his power.
PARTNER, MATRIX PARTNERS
venture capitalist for more than 30 years, Ferri founded
Matrix Partners in 1982 and made it one of the most
profitable venture capital firms in the 1990s. His string
of successes includes ArrowPoint Communications, Equipe
Communications, Sonus Networks, Sycamore Networks and
Xyplex. The company continues to invest, though at a
slower pace than in previous years, Ferri says. Matrix
Partners backed four new companies in 2001, each of
which received typical first-round funding of $5 million
to $7 million, Ferri says. One area where he sees traction
is wireless infrastructure; Ferri sits on the boards
of two wireless start-ups, including Winphoria Networks.
equipment vendors and service providers look to Heckart
for help bringing new products and enterprise services
to market. It's a challenge made more difficult by the
fact that market momentum is no longer on their side.
Not only is the market getting smaller, but the pace
of innovation among companies in the public network
sector the service providers is slowing,
she says. One bright spot Heckart sees in the telephone
company sector is that the fiber glut many people say
exists isn't a reality. TeleChoice last summer completed
a route-by-route study of network capacity and found
that only four of the 22 largest long-haul routes in
the U.S. are overbuilt which is good news for
INTERNATIONAL TELEWORK ASSOCIATION & COUNCIL
Kane began his two-year presidential term at ITAC on
Nov. 1, enterprise interest in telework programs seemed
at an all-time high in the wake of the Sept. 11 terrorist
attacks. For the next few months, companies will be
in scramble mode, focused on fundamental telework issues
such as connectivity and security, Kane says. After
that, they'll focus on long-term strategies for supporting
a distributed work environment and Kane is eager
to help. Though a niche association, ITAC is in a position
to influence widespread enterprise teleworking initiatives,
with resources addressing business and technology aspects.
turn to Nolle for thoughtful, honest advice. A self-proclaimed
industry realist, Nolle says he feels an obligation
to be accurate as an analyst, not entertaining. He predicts
the market for IT products and services in 2002 won't
shrink further, as some are suggesting, but will instead
grow slightly over this year's figures. But don't expect
a turnaround overnight. In the IT industry, "nothing
important can happen quickly, unless it's bad," he says.
Instead of extravagant, investments will be "pedestrian
and [return-on-investment]-driven," he says.
DIRECTOR, THE BURTON GROUP
the hot technology these days? There isn't one, according
to Passmore. Other years he could point to optical networking
or wireless LANs, he says, but today "there is no more
hot area." Passmore leads network infrastructure research
at The Burton Group and continues to shape NetReference
Architecture, a planning model for networks that he
helped develop and The Burton Group acquired two years
ago when it bought the company Passmore founded.
teaches security awareness to commercial and government
clients. Just about every government agency in the U.S.
and several foreign government organizations have used
his services. One tendency he sees across clients is
that people view network security exclusively as a technology
issue. But Schwartau advocates a "new security triad,"
which is a synthesis of three security components: cyber,
physical and people. It's not a new concept for Schwartau,
but more people are listening to his advice following
the terrorist attacks. "Bittersweet" is how Schwartau
describes the recognition that his theories about an
Electronic Pearl Harbor a term he coined
are not just scare-mongering.
started 2001 with the release of the long-awaited Linux
2.4.0 kernel a debut that is helping the open
source operating system make significant headway in
corporations. Developers and users were eager for the
new code, which offers increased symmetrical multiprocessing
scalability and other features to make it easier for
users to run corporate applications on Linux-based servers.
IBM and Hewlett-Packard are working on carrier-grade
servers suitable for telephone companies and large enterprise
PARTNER, REDPOINT VENTURES
other venture capitalists may be lying low, Walecka
isn't. He says the best time to invest in new companies
is during a recession, and Redpoint has backed 12 new
companies in 2001. "People are more patient, and there's
time to get things done [during a recession]," says
the venture capitalist who backed infrastructure companies
such as Agile Networks, Optimight and Xylan. Market
focus these days is on selling to enterprise and traditional
carrier customers, he says, as the CLEC market has essentially
vaporized. Walecka sees opportunity in wireless data
technology and says there's room for innovation in the
enterprise storage market, which is going through "major
inventor of Pretty Good Privacy, Zimmermann remains
unwavering in his beliefs that privacy is paramount.
After the Sept. 11 terrorist attacks, Zimmermann released
a statement reiterating his belief in the importance
of cryptography for protecting privacy and civil liberties:
"Did I re-examine my principles in the wake of this
tragedy? Of course I did. But the outcome of this re-examination
was the same as it was during the years of public debate,
that strong cryptography does more good for a democratic
society than harm, even if it can be used by terrorists.
Read my lips: " 'I have no regrets about developing