Panel Topic: Semiconductors Industry Growth: Youthful vigor or Mid life maturity?

The panel will discuss key issues related to the growth of the Semiconductor industry moving forward. This discussion will encompass near and long term outlook for the industry given the technological changes and investment climate.

Topics discussed will include:

• Current status – cycle bottom or fundamental changes steering the industry?
  
  
• Key factors that will drive the semiconductor industry growth in each segment – Processors, Communications and Consumer Applications

• Implications of fab vs. fabless model, investment trends and ROI expectations. Are we going into industry consolidation phase or still likely to see proliferation of new companies?

• Technology impact – evolutionary vs. discontinuous changes that will drive the next growth opportunities

Panel members:

Dushyant Desai is a Research Analyst, Technology based in Menlo Park, CA covering Comm IC and semiconductor companies. Dushyant previously was a Co-founder and VP of Marketing at Ishoni Networks, a Santa Clara based fabless semiconductor company providing broadband access solutions. Prior to that Dushyant was at VLSI Technology, Clarity Systems and National Semiconductor in various Marketing, Sales and Engineering management positions over a span of 16 years. Dushyant holds an MS in Computer Engineering from Univ. of Southern California and BS in Electrical Eng. from IIT Bombay.

Umesh Padval, SVP, LSI Logic Corp. Umesh is currently SVP of Broadband Entertainment Division within LSI Logic. Previously, Umesh was CEO & President of C-Cube Microsystems and joined LSI as part of LSI's acquisition of C-Cube. At C-Cube, Umesh was ableto focus the company on key high growth segments within the consumer entertainment industry, resulting in significant revenue growth for the company.

Prior to C-Cube, Umesh was Sr. VP/GM of Digital Entertainment Division within VLSI Technology, Inc., instrumental in making that division profitable within 18 months. Umesh also served as VP/GM within the Computing division and the Power PC division at VLSI Technology. He spent earlier part of his career at AMD.

Umesh was also on was on the board of Elantec Semiconductor which was sold early this year to Intersil. He currently serves on the board of two privately held companies as well. Umesh has Masters in Engineering Degrees from Stanford University and Penn State University. Umesh received his B.Tech. Degree from IIT Bombay in 1980.

Vijay C. Parikh, Managing Principal, Global Catalyst Partners. Mr. Vijay C. Parikh was Vice-President and General Manager within the Public Carrier IP Group (PCIPG) at Cisco. During his tenure he was responsible for developing and introducing the 10G solution on the 12416 GSR platform, which resulted in the sales growth from $400 million in FY 1998 to several billion dollars FY in 2001.

Mr. Parikh was President and CEO of StratumOne Communications, a leading developer of framers and layer 2/3 engines for 10G solutions in high-end routing/switching applications. Cisco Systems acquired StratumOne on September 20, 1999 representing its most expensive private acquisition at that time.

Prior to StratumOne, Mr. Parikh was VP/GM of the Wireless Communications Division (WCD) at Conexant where he grew it from a non-revenue position to a $180 million business at the time of his departure. WCD had programs in all of the key wireless technologies including GSM, CDMA, TDMA, Spread Spectrum, PHS, DECT and PDC. Prior to that he had several VP/GM positions at Conexant including those for the Personal Computing Division (PCD) which involved programs in software modems, PC audio and xDSL and the Global Positioning System (GPS) division which had programs focused on the integration of multi-channel GPS with wireless data systems including those for ARDIS, CDPD and Mobitex. He also held several management positions at Conexant in its Japanese Operations facility.

Mr. Parikh is Chairman of Chelsio (www.chelsio.com) communications and on the Board of Velio Communications (www.velio.com), Greenfield Networks (www.greenfieldnetworks.com), and Ultraphotonics (www.ultraphotonics.com)

Mr. Parikh has a BSEE from the Birla Institute of Technology and Sciences in India and an MBA from the University of Michigan at Ann Arbor.

Bill Tai, General Partner with Charles River Ventures, previously with Institutional Venture Partners. Bill Tai brings more than 17 years of operating and investing experience to CRV, most recently as managing director and general partner of Institutional Venture Partners (IVP). Over the last decade, Bill has worked actively with 28 private companies in their early formation, seeing the majority through public listing (15) or acquisition (5). His investment record includes Microtune (NASDAQ: TUNE), Transmeta (NASDAQ: TMTA), Terayon Communications (NASDAQ: TERN) and Premisys Communications (NASDAQ: PRMS). Bill currently serves on the Board of Directors of four publicly listed companies.

Bill serves as a general partner of several funds managed by Institutional Venture Partners. During his tenure at IVP, he focused on early-stage investing in enabling technologies, communications equipment and wireless technologies. Earlier in his career, Bill established Alex Brown & Sons research practice in semiconductors, and held technical and marketing positions with Texas Instruments and LSI Logic.

Bill holds a B.S., with Honors, in Electrical Engineering from the University of Illinois and an M.B.A. from Harvard Graduate School of Business. He is a past officer and director of the Western Association of Venture Capitalists.

Jim Turley, is a semiconductor industry analyst, editor, and presenter working in Silicon Valley. Focus technologies are 32-bit microprocessors and semiconductor intellectual property.

Before reentering the analysis profession, Jim was Senior Vice President of Strategy & Technology at ARC International plc (LSE:ARK), where he set the Company’s strategic direction and was one of only three senior executives instrumental in completing three corporate acquisitions within 18 months and in the Company’s successful initial public offering (IPO) in September 2000.

Previously, Jim was Senior Editor of the prestigious industry journal Microprocessor Report, and Editor-in-Chief of the weekly Embedded Processor Watch. He also hosted and directed the yearly Embedded Processor Forum conference, the industry's annual showcase for new microprocessors. Jim was consistently the conference’s highest-rated and most popular speaker. As an analyst and editor, Turley was a sought-after thought leader, consulting with leading semiconductor firms, providing informed advice on technology trends and market requirements, and was often called on to participate in new product reviews, strategy sessions, and technology development for large semiconductor companies around the world.

Turley is the author of seven books including Advanced 80386 Programming Techniques, the best-selling PCs Made Easy, the Essential Guide to Semiconductors, and others. He is a regular technology columnist for Embedded System Programming, Circuit Cellar, ExtremeTech, Computer Design, and Supermicro magazines, and has contributed articles to dozens more. Earlier in his career, Turley held engineering or marketing positions at Adept Technology, Force Computers, TeleVideo, and other high-technology firms in Europe and the United States. He serves on the Advisory Board of the Embedded Systems Conference and of other technology firms.

Turley has created and presented numerous seminars and training sessions covering technology trends in the competitive microprocessor market and delivered them to audiences around the world. He is also a well-known speaker at industry events such as the Embedded Systems Conference and Microprocessor Forum, is frequently quoted in the Wall Street Journal, New York Times, USA Today, San Francisco Chronicle, and San Jose Mercury News, and has appeared frequently on television, radio, and Internet broadcasts.

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