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Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105

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Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105 Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105 Tuesday, February 11, 2014 7:00 am Registration and Continental Breakfast 8:00 am Welcome Remarks (Grand Ballroom) 8:15 am Keynote Speaker (Grand Ballroom) Christina Romer, Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News Moderated by Goldman Sachs – James Covello, Managing Director Gold Ballroom Ralston Room Twin Peaks Sea Cliff Pacific Heights 9:00 am Future of Social LifeLock, Inc. Polycom, Inc. Jabil Circuit, Inc. Intersil Corp. Networking Panel (no breakout) (no breakout) Klout Path Quora 9:40 am Freescale Adobe Systems Xerox Corp. PMC Gigamon Semiconductor Ltd. (no breakout) (no breakout) 10:20 am Peer to Peer Lending Broadcom Corporation Dassault Systemes TIBCO Software Inc. Netgear Panel (no breakout) (no breakout) (no breakout) Insikt Prosper Marketplace, Inc. 11:00 am Yelp, Inc. Linear Technology Corp. SanDisk Corporation F5 Networks Aveva (no breakout) (no breakout) (no breakout) 11:40 am Opportunities in Citrix Systems, Inc. Corning Inc. InvenSense Inc. Hittite Microwave Corporation **See footnote Content Panel Flipboard Glassdoor Vox Media Breakout Marina Presidio California Parlor Napa Sonoma 12:20 pm Pick-up Lunch 12:45 pm Keynote Speaker (Grand Ballroom) Yahoo! Inc. – Marissa Mayer, President & Chief Executive Officer Gold Ballroom Ralston Room Twin Peaks Sea Cliff Pacific Heights 2:00 pm Local & the Internet IBM International Rectifier Corp. RetailMeNot, Inc. Alcatel-Lucent Panel (no breakout) Apartment List Nextdoor Styleseat Zesty 2:40 pm Square, Inc. NXP Semiconductors Akamai Technologies, Inc. Nuance WNS Holdings (no breakout) (no breakout) (no breakout) Communications Inc. 3:20 pm Innovation in Online DropBox, Inc. with Accel TE Connectivity Ltd. Heartland Payments RingCentral, Inc. Travel Panel Partners (no breakout) Hipmunk HotelTonight Room77 4:00 pm The Rise of Digital LinkedIn Corporation STMicroelectronics Wipro Ltd. Currencies Panel (no breakout) (no breakout) BitPay Coinbase Ripple Labs 4:40 pm Converged Expedia Inc. ASML Holding BenefitFocus, Inc. **See footnote Infrastructure Panel (no breakout) (no breakout) Nutanix, Inc. SimpliVity 5:20 pm Keynote Speaker (Grand Ballroom) Facebook, Inc. – Sheryl Sandberg, Chief Operating Officer & David Ebersman, Chief Financial Officer Breakout Marina Presidio California Parlor Napa Sonoma **Note that presentations taking place before keynote(s) will have breakout sessions following the keynote(s) unless otherwise noted Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105 Wednesday, February 12, 2014 7:00 am Registration and Continental Breakfast Gold Ballroom Ralston Room Twin Peaks Sea Cliff Pacific Heights Telegraph Hill 8:15 am Google, Inc. Fleetcor Avnet, Inc. Opera Software ChannelAdvisors ARM Holdings plc Session in Grand Ballroom Technologies 9:00 am Convergence of Advertising Juniper Networks Advanced Micro Marketo Inc. Lexmark Hexagon AB & Payments Panel (no breakout) Devices, Inc. International Group Bank of America (no breakout) (no breakout) CardLinx Deem Linkable Networks MasterCard Microsoft Corp. 9:40 am Texas Instruments Inc. Rackspace CommVault Systems, QLogic Corp. WebMD Health Corp. Adtran (no breakout) Hosting, Inc. Inc. (no breakout) (no breakout) (no breakout) (no breakout) (no breakout) 10:20 am Altera Corp. Paychex Universal Display Sanmina Corporation Quip with Benchmark Cyan Inc. (no breakout) (no breakout) 11:00 am OpenTable, Inc. Xilinx Inc. Motorola Solutions Cornerstone Emulex Corp. Belden Inc. *see footnote (no breakout) (no breakout) OnDemand, Inc. Breakout Marina Presidio California Parlor Napa Sonoma Monterey 11:40 am Keynote (Grand Ballroom) View from the Valley Venture Capital Panel Andreessen Horowitz – Marc Andreessen, General Partner Formation 8 – Joe Lonsdale, Partner Moderated by Goldman Sachs - Gary D. Cohn, President & Chief Operating Officer 12:20 pm Pick-up Lunch 12:30 pm Keynote Speaker (Grand Ballroom) eBay Inc. – John Donahoe, President & Chief Executive Officer 1:15 pm Keynote Speaker (Grand Ballroom) Qualcomm, Inc. – Steve Mollenkopf, Chief Executive Officer Elect Gold Ballroom Ralston Room Twin Peaks Sea Cliff Pacific Heights Telegraph Hill 2:00 pm Evolving Finance Online Panel Cree, Inc. Riverbed RocketFuel The Ultimate Software Microsemi Indiegogo (no breakout) Technology Group Inc. Corporation Lending Club (no breakout) Upstart Network, Inc. Wealthfront Advertising Tech Panel comScore, Inc. Red Hat, Inc. Maxim NetSuite Inc. Infinera Corp. 2:40 pm AppNexus (no breakout) Integrated (no breakout) MediaOcean Products, Inc. PubMatic (no breakout) Turn 3:20 pm Internet of Things Panel Micron Technology Teradyne Inc. Demandware, Inc. Silver Spring Flextronics Jawbone Inc. Networks International Ltd. Pebble (no breakout) (no breakout) Runkeeper Withings 4:00 pm Value Added Services at Point- Shutterfly, Inc. Atmel Corporation M/A-COM Tableau Software Blinkx of-sale Panel (no breakout) Technology Festival Transaction Solutions Services Inc. (no breakout) Marqeta, Inc. Revel Systems Swipely Womply 4:40 pm Future of Digital Music Panel Fusion-io, Inc. Jive Software Inc. Cvent, Inc. CSG Systems D-Wave Systems Inc. Saavn Music (no breakout) (no breakout) with Shazam Harris & Harris Group Songza & Spotify In-Q-Tel Breakout Marina Presidio California Parlor Napa Sonoma Monterey **Note that presentations taking place before keynote(s) will have breakout sessions following the keynote(s) unless otherwise noted Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105 Thursday, February 13, 2014 7:00 am Registration and Continental Breakfast 7:30 am Keynote Speaker (Grand Ballroom) VMware, Inc. – Pat Gelsinger, Chief Executive Officer 8:15 am Keynote Speaker (Grand Ballroom) Applied Materials, Inc. - Gary Dickerson, President & Chief Executive Officer & Robert Halliday, Senior Vice President & Chief Financial Officer Gold Ballroom Ralston Room Twin Peaks Sea Cliff Pacific Heights 9:00 am Microsoft Corporation Lam Research Corp. ValueClick ON Semiconductor JDS Uniphase (no breakout) Corp. (no breakout) (no breakout) 9:40 am Zillow, Inc. Criteo Arrow Electronics Inc. KLA-Tencor Marin Software (no breakout) Corporation 10:20 am Future of ecommerce Panel Pandora Media, Inc. FireEye, Inc. Nvidia Corp. Calix Eventbrite (no breakout) (no breakout) Lyst Snapdeal.com Wanelo Breakout Marina Presidio California Parlor Napa Sonoma 11:00 am Trulia, Inc. Check Point Software Ruckus Wireless SYNNEX Corp. (no breakout) Technologies (no breakout) 11:40 am Pick-up Lunch 11:50 am Keynote Speaker (Grand Ballroom) Twitter - Dick Costolo, Chief Executive Officer 12:30 pm Keynote Speaker (Grand Ballroom) Cisco Systems – John Chambers, Chief Executive Officer Companies Hosting 1x1’s Only 21Vianet Group, Inc. Activision Blizzard Advanced Energy Industries, Inc. Aeroflex Holding Corp. Amdocs AppDynamics B2W Companhia Digital Cognizant Technology Solutions DeNA Co., Ltd. EnerNOC, Inc. FormFactor, Inc. GoDaddy Green Dot Corp. Optimal Payments PTC Inc. Solera Holdings Inc. SouFun Holdings Ltd. Teradata Corporation Toshiba Zynga Inc. **Note that presentations taking place before keynote(s) will have breakout sessions following the keynote(s) unless otherwise noted Goldman Sachs Technology and Internet Conference February 11-13, 2014 Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105 Company Presenter Title 21Vianet Group, Inc. Joseph Cheng Investor Relations Director Accel Partners Sameer Gandhi Partner Activision Blizzard Kristin Southey Sr. Vice President of Investor Relations & Treasury Peter Ausnit Vice President of Investor Relations Adobe Systems Mark Garrett Executive Vice President & Chief Financial Officer Adtran Thomas Stanton Chief Executive Officer Jim Matthews Chief Financial Officer Advanced Energy Industries, Inc. Danny Herron Executive Vice President & Chief Financial Officer Advanced Micro Devices, Inc. Devinder Kumar Sr. Vice President & Chief Financial Officer Aeroflex Incorporated John Adamovich Chief Financial Officer Akamai Technologies, Inc. Tom Leighton Chief Executive Officer Alcatel-Lucent Jean Raby Executive Vice President, Chief Financial Officer & Legal Officer Basil Alwan President, IP Routing and Transport Altera Corp. Ron Pasek Sr. Vice President & Chief Financial Officer Amdocs Patrick McGrory President Amdocs Caribbean & Latin American Division Andreessen Horowitz Marc Andreessen General Partner Apartment List John Kobs Chief Executive Officer & Co-Founder AppDynamics Jyoti Bansal Chief Executive Officer & Founder Walter Berger Chief Financial Applied Materials, Inc. Gary Dickerson President & Chief Executive Officer Robert Halliday Sr. Vice President & Chief Financial Officer AppNexus Brian O’Kelley Chief Executive Officer ARM Holdings plc Simon Segars Chief Executive Officer Arrow Electronics Inc. Paul Reilly Chief Financial Officer Gregory Hanson Vice President & Treasurer ASML Holding Craig DeYoung Vice President Investor Relations WW Atmel Corporation Steve Skaggs Sr. Vice President & Chief Financial Officer Aveva Richard Longdon Chief Executive Officer James Kidd Chief Financial Officer Avnet, Inc. Kevin Moriarty Chief Financial Officer Vincent Keenan Vice President Investor
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