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Morgan Stanley Technology Conference Agenda 3.8.2007

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Morgan Stanley Technology Conference Agenda 3.8.2007 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 Google 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 Elpida Memory 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 Texas Instruments 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 Garmin 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 Atmel 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 Inotera 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 Cypress Semiconductor 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.
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