1MACommunicationSess1onCommunicationstartups:CurrentBusiness/ssuesAdiGan-WAconferanceJune2005ccccccAi一PanelistsldoSharon-CTOBezeqNeilRansom-CTOAlcatelOhadFinkelstein-Frmr.ChairmanInterouteYuvalShachar-Founder,CEOP-cube(Cisco)AvinoamRubinstein-Fouhder,CTOAitricaThePerfectStormPerfectStormEventGOES-7VisibleIn.Octobersofill991.astormchstrongerthananyinrecordedUhistoryhitthecoastoffofGloucester,Massachusetts:ThistPerfectStorm一so三EIn琶h酱瞄u:COIm萼reatedanalmostapoCa_SituationintheAtlanticoceanCCcceec英cccccccAi一.OurPerfectstorm1996-2000Thecollisionofthe3stormsinthetelecom:-Telecomderegulation1996:CLECs(in3years144CLECswentpublicraisingover$50B)-Internet:“neweconomy“&demandforbandwidth-Cellular:tremendouspenetrationLeadingtoThiliionsofdoilarsraisedinthecapitalmarketsworldwideHundredsofBillionsofdollarsintoSPCapEx.Acquisitionofinnovativetechnologiess“OurPerfectstorm“(Cont)。Thetragicimpactofthe“PerfectStorm“ontheAndreaGailanditscrew,isknowntomostofusfromthemovie.。Theconseauencesof“OurPerfectStormwertjustastragictomanystartupsthatweknow.。Nowthatthestormisbehindus,isitsafetosailtheoceanagain?