Tuesday, March 30 9:00 AM - 10:15 AM Session B: Set-Top Box & Networked Environment - The Home as Entertainment & Communications Center The consumer has accepted the upgrade to DTV. The numbers are still coming in, but digital upgrades are approaching 40 million homes. Soon the majority of homes will have access to the advanced set-top features only dreamed about a few years ago. The set-top as 500 channel universe, set-top as broadband connection, set-top as on-demand service, as PVR and time-shifting device, set-top as interactive terminal and communications device. Maybe we should rename DTV Set-top, the Entertainment Super Appliance, because it will be about ten things more than a TV. In this session we bring together the companies and players who are at the heart of the set-top transformation. What will be the likely scenarios of implementation and change? This is the place to find out. David B. Davies, Vice President of Strategic Marketing for Subscriber Networks, Scientific-Atlanta, Inc. David Wallace, Vice President, Malata North America Joe Jensen, General Manager, Consumer Electronics Group, Intel Corporation David Barron, Director, Digital Entertainment, Maxtor Corporation William Chien, Director of Product Marketing for Pinnacle Systems Business and Consumer Division Yuanzhe (Michael) Cai, Research Analyst, Parks Associates Mike Katz, Senior Vice President, Booz Allen Hamilton, Inc., Moderator Joe Jensen, General Manager, Consumer Electronics Group, Intel Corporation: Joe Jensen directs the Strategic Planning, Marketing, and Operations for Intel's Consumer Electronics Group. The Consumer Electronics Group is enabling the new "digital home" by advancing the convergence of computing and consumer electronics in which consumers can enjoy their digital content on any device at any time in their home. In his prior role Joe was the General Manager of the Embedded Intel Architecture Division within Intel Corporation. The Embedded Intel Architecture Division develops new market segments and applications for Intel core PC and Server technologies. These market segments include communications, point of sale, industrial computer, and educational computing. Joe has a BS in Electrical Engineering from South Dakota State University and an MBA from Arizona State University. He started with Intel in 1984 in engineering and has worked in all aspects of the semiconductor business from product design, through manufacturing and to marketing. David Wallace, Vice President of Sales (USA) for Malata North America: February 2, 2004 David Wallace was named the Vice President of Sales, USA for Malata North America, headquartered in Toronto, Canada. A former Vice President of Sales and Marketing with a major international entertainment manufacturing company, David has 20 years experience in consumer electronics sales and marketing. David began his career in consumer electronics with Pioneer Electronics Corp. in the home and video divisions, where he served as the regional sales manager, marketing manager and Director of the Film and Entertainment Business. After 17 years with the Pioneer Group David was tapped as the Vice President of Sales and Marketing for Americ Disc, one of the largest independent optical disc manufacturers in North America, where he helped it establish its video business in the new DVD market. David Barron, Director, Digital Entertainment, Maxtor Corporation: As Director within Maxtor’s Digital Entertainment group, David Barron is responsible for strategic and product planning activities, positioning and managing the future direction for Maxtor’s Digital Entertainment product suite. David has more than 18 years of marketing and business operations experience within the high tech and interactive media industries. Prior to joining Maxtor in 2004, David served as executive consultant for Global Media Initiatives. Prior to working as a consultant, David held numerous management positions within the software and cable television industries. In Microsoft’s Interactive Television Division, David managed a group responsible for gaining industry support for the creation of interactive content and television shows to be available on Microsoft’s software and consumer electronics products. At Americast, a joint venture between the Walt Disney Company and several leading telecommunications companies, David managed both internal operations and external partnerships in support of the partnership’s wireless and wireline pay television operations. David also managed technology licensing and strategic marketing efforts at Apple Computer. David has an MBA from Illinois Institute of Technology in Chicago, a Juris Doctorate from Chicago-Kent College of Law and a B.S. from Ithaca College. David B. Davies, Vice President of Strategic Marketing for Subscriber Networks, Scientific-Atlanta, Inc.: Dave Davies currently serves as Vice President of Strategic Marketing for Subscriber Networks, Scientific-Atlanta, Inc. In his role, Davies is responsible for Scientific-Atlanta’s product marketing and business development for all subscriber-facing products including the Explorer“ line of interactive set-tops and cable modems. In addition, he is responsible for strategy and marketing for the most popular cable services including digital video recording (DVR), high-definition television (HDTV) and video-on-demand (VOD.) Most recently, Davies directed the launch of Explorer® 8000HD™ with DVR. This revolutionary product merges the pristine picture quality of HDTV with Digital Video Recording capabilities to enable consumers to watch whatever they want whenever they want to. Prior to assuming his current position at Scientific Atlanta, Davies was a Senior Associate with Booz, Allen & Hamilton Inc, a leading global strategy and management consulting firm, where he focused on both corporate and operations strategy. He also has prior experience in the areas of system engineering and product development and manufacturing at various technology companies. Davies is a member of the Cable & Telecommunications Association for Marketing (CTAM) and the Society of Cable Telecommunications Engineers (SCTE) and has recently spoken at several industry conferences including Digital Hollywood, Kagan, CTAM, and CES. Davies has an M.B.A. from Harvard University Graduate School of Business, an M.S./M.E. from Massachusetts Institute of Technology, and a B.S./M.E. from Massachusetts Institute of Technology. William Chien is Director of Product Marketing for Pinnacle Systems Business and Consumer Division, which develops and markets consumer video editing, TV viewing, CD/DVD burning software and hardware, and advanced video editing solutions for prosumer and professional users. Prior to Pinnacle Systems, William was Product Line Manager for MPEG Codec products at C-Cube Microsystems, a fabless semiconductor company. Mike Katz is a senior vice president with Booz Allen Hamilton, Inc., specializing in media and entertainment. He has over twenty-five years of consulting experience at Booz Allen. As an industry expert in media and entertainment, Mike has helped clients with issues across technology, operations and strategy. As a functional expert in technology and e-Business, he has also worked across a broad range of industries. Mike has closely followed developments in digital media, including digital cinema, digital music, and digital photography. He has examined the impact and likely evolution of home networking and its convergence with consumer electronics and personal computing. He has also analyzed business models and digital rights management strategies for digital music subscription services, as well as video on demand. In addition, Mike recently published a report on potential scenarios for roll out of digital cinema technology and its potential impact on the theatrical venue. Mike has worked extensively in broadcast television and cable, primarily in advertising sales, traffic, revenue management, and information technology. He also has extensive experience in music, working with labels, distribution, retailers/e-tailers and clubs. This experience has included performance improvement, restructuring, marketing analytics, distribution and pricing strategy and royalties. Mike has helped clients deal with a broad spectrum of sales and marketing issues, ranging from product and market strategy to field sales automation. This work has encompassed pricing, product and account profitability, channel strategy, sales effectiveness, database marketing, direct marketing and e-business customer acquisition and retention. He has extensive experience with electronic products and has helped clients deal with transition issues as they migrated products from print to print/online offerings. Working as a functional expert in Information Technology and eBusiness, Mike has worked with clients in telecommunications, computer hardware and software, online services, consumer products, retail, aerospace and financial services. Mike speaks regularly to the press on digital entertainment issues. Recently, he appeared on ABC News, CNBC and CNNfn and has been quoted in the Los Angeles Times, CIO Magazine, Information Week and Investor’s Business Daily, among others. He has also been published in strategy+business magazine. Mike has a BS in Electrical Engineering and Computer Science and an MBA in Management Science and Finance from Columbia University. Yuanzhe (Michael) Cai is an analyst of Parks Associates studying developments in such areas as digital entertainment and broadband wireless technologies. His upcoming research projects include media server technologies and media software/middleware solutions. His other research contributions include: o Entertainment on Demand: Online Gaming Services; o Unlicensed Broadband Wireless: Solutions and Applications (2003); o Hot Spots: Moving Beyond Road Warriors (2003); o Chinese Telecom Market: Overview and Analysis (2003); and o Next-Generation Digital Cable Set-Top Boxes (2002). Michael has presented at various industry events, including Supercomm, CES, Connections, Wi-Fi Planet, and ISPCON. Michael earned an M.B.A. degree with a 4.0 GPA and an outstanding student award from Baylor University in May 2002.