A G E N D A as of 3/8/2007 (subject to change)

M O N D A Y, M A R C H 5

7:00 Conference Registration ~ Regency Foyer, 1st Floor

Grand Ballroom Gold Ballroom

Symantec Broadcom 8:00 Enrique Salem, Group President, Scott McGregor, President & CEO Consumer Products & Solutions

Intel Accenture 8:45 Paul Otellini, President & CEO Gary Curtis, Global Managing Director, IT Effectiveness Practice

Seagate Technology Lam Research 9:30 William Watkins, CEO Martin Anstice, CFO Charles Pope, CFO

10:15 Break

Advanced Micro Devices Electronic Arts 10:30 Hector de J. Ruiz, Ph.D., Chairman & CEO Lawrence Probst III, Chairman & CEO

Hewlett-Packard Synopsys 11:15 Mark Hurd, Chairman, CEO & President Aart De Geus, Chairman & CEO

12:00 Break ~ Lunch Available

Grand Ballroom - Lunch Discussion 12:15 Technology Trends & Thoughts on Eric Schmidt, Chairman & CEO, Google

1:15 Break Grand Ballroom Gold Ballroom

eBay Cadence Design Systems 1:30 Meg Whitman, President & CEO Michael Fister, President & CEO

NVIDIA VeriSign 2:15 Jen-Hsun Huang, Co-Founder, President & Stratton Sclavos, Chairman, President & CEO CEO

Grand Ballroom Gold Ballroom Marina ~ 2nd Floor Presidio ~ 2nd Floor

ASML Novellus Systems Hitachi Data Systems 3:00 Peter Wennink, SVP & CFO William Kurtz, EVP & CFO Yukio Sakamoto, President & CEO Claus Mikkelsen, Chief Scientist Craig DeYoung, Vice President

SAP AG Altera Arrow Electronics LSI Logic 3:45 Fergus Griffin, Vice President, SAP John Daane, President, CEO William Mitchell, Chairman, Abhijit Talwalkar, President & CEO NetWeaver & Chairman President & CEO

Cognos THQ Intersil Jabil Circuit 4:30 Jennifer Francis, VP, Market Brian Farrell, Chairman, President Richard Beyer, CEO & Director Timothy Main, President & CEO Development & CEO

Reception: A Taste of California ~ Regional Wines & Cuisine 5:30 Please join us in the Palace Hotel's Garden Court for a reception celebrating the wines and coastal cuisine of California. A G E N D A as of 3/8/2007 (subject to change)

T U E S D A Y, M A R C H 6

7:00 Conference Registration ~ Regency Foyer, 1st Floor

Grand Ballroom Gold Ballroom

Emulex 8:00 Jim McCluney, President & CEO Gregg Lowe, SVP Mike Rockenbach, EVP & CFO

Amazon.com Juniper Networks 8:45 Tom Szkutak, SVP & CFO Scott Kriens, Chairman & CEO

Yahoo! SanDisk 9:30 Terry Semel, Chairman & CEO Sanjay Mehrotra, President & Co-founder Susan Decker, CFO & SVP

10:15 Break

Sun Microsystems Intuit 10:30 Jonathan Schwartz, CEO & President Steve Bennett, President & CEO

Cisco Systems Thomson 11:15 John Chambers, Chairman & CEO Frank Dangeard, Chairman & CEO

12:00 Break ~ Lunch Available Grand Ballroom - Lunch Discussion

12:15 Venture Capital Trends John Doerr, Partner, Kleiner Perkins Caufield & Byers Mike Moritz, Partner, Sequoia Capital 1:15 Break Grand Ballroom Gold Ballroom

Analog Devices Electronic Data Systems 1:30 Jerald Fishman, President & CEO Ron Vargo, EVP & CFO

Q Logic Corporation Microchip Technology 2:15 H.K. Desai, President, CEO & Chairman Gordon Parnell, VP & CFO T. Massetti, SVP & CFO Ganesh Moorthy, EVP

Apple 3:00 Peter Oppenheimer, SVP & CFO

Grand Ballroom Gold Ballroom Marina ~ 2nd Floor Presidio ~ 2nd Floor

WebMD Health Computer Sciences Applied Materials O Micro 3:45 2 Wayne Gattinella, President & CEO Mike Keane, CFO Michael Splinter, President & CEO Sterling Du, CEO Anthony Vuolo, CFO

Corel Avocent Websense Doug McCollam, CFO SAIC 4:30 John Cooper, Chairman & CEO Doug Wride, CFO Patrick Morley, EVP, Sales Stuart Davis, SVP Edward Blankenship, CFO & Marketing

Reception: San Francisco Museum of Modern Art ~ Picasso & American Art 6:30 Please join us at the San Francisco Museum of Modern Art for a private viewing of the special exhibition, 'Picasso & American Art' A G E N D A as of 3/8/2007 (subject to change)

W E D N E S D A Y, M A R C H 7

7:00 Continental Breakfast & Conference Registration ~ Sunset Court, 2nd Floor

Twin Peaks Sea Cliff Marina Presidio Pacific Heights

Silicon Laboratories Himax Technologies Optium Netflix Avnet 8:00 Necip Sayiner, President & CEO Jordan Wu, President & CEO Eitan Gertel, Chairman & CEO Reed Hastings, Founder & CEO Roy Vallee, Chairman & CEO

Lattice Semiconductor drugstore.com Brocade Communications Systems KLA-Tencor WNS Global Services Stephen Skaggs, President, CEO & Dawn Lepore, President, CEO 8:45 Richard Deranleau, CFO Jeff Hall, CFO Zubin Dubash, CFO Director & Chairman Tom Buiocchi, VP Marketing Jan Johannessen, SVP & CFO Robert Barton, CFO

BEA Systems Tellabs CNET Networks Cymer Alfred Chuang, Founder, Chairman & 9:30 Tim Wiggins, EVP & CFO George Mazzotta, CFO Kevin Rauckman, CFO & Treasurer Nancy Baker, SVP & CFO CEO Mark Dentinger, CFO

10:15 Break

Advanced Analogic Technologies Corning FormFactor Guidance Software Flextronics Richard Williams, President & CEO, CTO 10:30 James Flaws, Vice Chairman & CFO Ron Foster, CFO John Colbert, CEO Thomas Smach, CFO Brian McDonald, CFO Frank Sansone, CFO

Nortel Networks Applied Micro Circuits Soitec Activision Benchmark Electronics George Riedel, Chief Strategy Officer Kambiz Hooshmand, President & Andre-Jacques Auberton-Herve, Robert Kotick, Chairman & CEO Cary Fu, CEO 11:15 CEO President, CEO & Chairman Donald Adam, CFO Bob Gargus, CFO Iain Murray, CFO

12:00 Break ~ Lunch Available

Grand Ballroom - Lunch Discussion 12:30 Global Equity Capital Markets Technology Trends Colin Stewart, Vice Chairman, Head of Global Equity Capital Markets Technology and Business Services, Morgan Stanley

1:15 Break Twin Peaks Sea Cliff Marina Presidio Pacific Heights

Marvell Technology aQuantive Paychex EMC Sehat Sutardja, Chairman, 1:30 Robert Avery, VP & CFO Michael Galgon, Chief Strategy John Morphy, CFO Diane Greene, EVP & President, VMware President & CEO Officer & Co-founder George Hervey, VP & CFO

SiRF Technology First Solar NXP Semiconductors Net1 UEPS Technologies Citrix Systems 2:15 Geoffrey Ribar, SVP Finance & CFO Jens Meyerhoff, CFO Frans van Houten, President Serge Belamant, Chairman & CEO David Henshall, SVP & CFO & CEO Herman Kotze, CFO

ARM Holdings eHealth Multi-Fineline Electronix 3:00 Warren East, CEO Gary Lauer, CEO Philip Harding, CEO & Chairman Tim Score, CFO

Cogent Systems Teradyne Linear Technology Spansion Omniture Ming Hsieh, CEO, President 3:45 Thomas, Newman, VP Paul Coghlan, VP & CFO Dario Sacomani, CFO Josh James, CEO & Chairman Paul Kim, CFO

PMC Sierra Isilon Systems ON Semiconductor Nanya Technology Equifax 4:30 Robert Bailey, Chairman, President Steve Goldman, CEO Keith Jackson, President, CEO & Director Ken Hurley, President, NTC USA Lee Adrean, CFO & CEO Stu Fuhlendorf, CFO

5:30 Reception: Morgan Stanley Monte Carlo Night at the Palace ~ Ralston Ballroom A G E N D A as of 3/8/2007 (subject to change)

T H U R S D A Y, M A R C H 8

7:00 Continental Breakfast & Conference Registration ~ Sunset Court, 2nd Floor Twin Peaks Sea Cliff Marina Presidio Pacific Heights

STMicroelectronics Sanmina-SCI Cognizant Technology Solutions ADTRAN 8:00 Carlo Ferro, EVP & CFO David White, CFO Gordon Coburn, CFO Jim Matthews, SVP & CFO

International Rectifier Memories Ingram Micro MarketTools Polycom Mike McGee, EVP & CFO 8:45 Charles Kau, President William Humes, EVP & CFO Casey Eichler, EVP & CFO Michael Kourey, CFO Robert Grant, EVP, Global Sales & Pam Kramer, CMO Marketing

Agere Systems LTX Corporation RADVISION Business Objects GSI Commerce 9:30 Rick Clemmer, President & CEO David Tacelli, CEO & President Boaz Raviv, CEO John Schwarz, CEO Michael Conn, CFO Peter Kelly, EVP & CFO Mark Gallenberger, VP & CFO Tsipi Kagan, CFO

10:15 Break

Vimicro Photronics Autodesk Finisar 10:30 John Deng, Chairman & CEO Michael Luttati, CEO Alfred Castino, CFO Steve Workman, SVP, CFO & Sean Smith, CFO Secretary

I4 Commerce Atheros Communications OmniVision Technologies Dolby Laboratories Integrated Device Technology Steve Burleson, CFO 11:15 Craig Barratt, President & CEO Peter Leigh, CFO Bill Jasper, President, Director Clyde Hosein, CFO Mark Lavelle, VP Business & CEO Development

12:00 Break ~ Lunch Available

Grand Ballroom - Lunch Discussion 12:30 Microsoft Jeff Raikes, President, Microsoft Business Division

1:15 Break Twin Peaks Sea Cliff Marina Presidio

SuccessFactors Motricity Suntech Power Holdings 1:30 Lars Dalgaard, CEO Ryan Wuerch, CEO Brad Buss, CFO & EVP Finance Dr. Zhengrong Shi, CEO Bruce Felt, CFO

Xilinx Conexant Systems Digital River 2:15 Willem Roelandts, President, CEO Dwight Decker, Chairman & CEO Tom Donnelly, CFO & Chairman

3:00