Webcast Agenda

Please note that only publicly traded companies are webcast, and if they so choose. The conference agenda is subject to late changes. Times listed are in Pacific Daylight Time. For special presentations and keynotes, listed times may be approximate.
Asterisked items (*) indicates no webcast, and ‡ that a presentation is webcast live only and is not available for on-demand playback.

Monday, May 16
Tuesday, May 17
Wednesday, May 18
Thursday, May 19

Monday, May 16, 2005

	Grand Ballroom	Colonial Room	California West	California East	Elizabethan A	Elizabethan B	Elizabethan C	Elizabethan D
7:15 AM	Opening Remarks - Mark Zanoli Mark Zanoli, Managing Director, Head of Technology Investment Banking, JPMorgan								7:15 AM
7:30 AM		Adobe Systems	Sonus Networks, Inc.	Novell Inc.	Arrow Electronics, Inc.	Arris Group, Inc.	Lattice Semiconductor Corporation*	Arbortext*	7:30 AM
								Shutterfly*	8:00 AM
8:15 AM		Marvell Technology Group Ltd.	Business Objects Americas	Cymer Inc.	LSI Logic Corporation	Enterasys Networks	United Online Inc
								Merchant E-Solutions*	8:30 AM
9:00 AM		CommScope	Wipro Technologies	Ninetowns Digital World Trade Holdings Limited	Chartered Semiconductor Manufacturing Ltd.*	JDS Uniphase Corporation	Valueclick	Cardtronics, Inc.*	9:00 AM
9:45 AM		Sun Microsystems	AVX Corporation*	Alliance Data Systems	Kronos Incorporated*	Bearing Point
								Wayport*	10:00 AM
10:30 AM		KLA-Tencor	Mercury Interactive	Semiconductor Manufacturing International Corporation*	Celestica	Homestore	ActivCard Corp.	Mellanox Technologies*	10:30 AM
								Movaz Networks*	11:00 AM
11:15 AM		Taiwan Semiconductor Manufacturing Company Ltd. (TSMC)*	Cognos Incorporated	Gemstar-TV Guide International	Adtran Inc	Macromedia	Micromuse
								Fortinet*	11:30 AM
12:00 PM	Keynote - Jeff Henely Jeff Henely, Chairman, Oracle (Start time is approximate.)
1:30 PM		Broadcom Corporation	SRA International*	Cadence Design Systems, Inc.	Blackbaud	Artesyn Technologies	Polycom, Inc.*	Shopzilla*	1:30 PM
								Tropic Networks*	2:00 PM
2:15 PM		Citrix Systems, Inc.	Avaya Inc	Autodesk, Inc.	Global Payments‡	CACI	ON Semiconductor
								24/7 Customer, Inc*	2:30 PM
3:00 PM		Cypress Semiconductor‡	Lawson Software	Amdocs Ltd	Hyperion Solutions Corp	CNET Networks, Inc.	Borland	MFORMA*	3:00 PM
								Vocera*	3:30 PM
3:45 PM		Paychex Inc.*	Xilinx, Inc.	McAfee, Inc.‡	PMC Sierra	Napster	iVillage
								Omniture, Inc*	4:00 PM
4:30 PM		MLB Advanced Media, L.P.*	XM Satellite Radio	InPhonic Inc.	webMethods, Inc.	Macrovision Corporation*	Volterra	ZANTAZ, Inc.*	4:30 PM

Tuesday, May 17, 2005

	Grand Ballroom	Colonial Room	California West	California East	Elizabethan A	Elizabethan B	Elizabethan C	Elizabethan D
7:45 AM		ASML Holding, N.V.	CheckFree	Kongzhong	Veeco Instruments, Inc.‡	Inter-Tel Inc	Unisys Corp	Pay By Touch (Solidus)*	7:45 AM
8:30 AM	Keynote - John Chambers John Chambers, President and CEO, Cisco Systems Inc.
9:30 AM	eBay	Affiliated Computer Services	Corning Incorporated	Seagate Technology	Secure Computing	China Finance Online Co. Limited	Andrew Corporation	Matrix Semiconductor, Inc.*	9:30 AM
								Infinera*	10:00 AM
10:15 AM	Intel Corporation	TriQuint Semiconductor, Inc.‡	Motorola Inc	Tech Data Corporation	SonicWALL, Inc.		TTM Technologies
								IBiquity*	10:30 AM
11:00 AM		Analog Devices Inc.	Qualcomm Inc	Lam Research Corporation	Compuware*	Overstock	LookSmart Ltd.	LANDesk Software*	11:00 AM
								Corel Corporation*	11:30 AM
11:45 AM		Siebel Systems, Inc.	Mattson Technology, Inc.	International Rectifier Corporation*	Skyworks Solutions, Inc.	Catapult Communications	Intervoice
								Wily Technology*	12:00 PM
12:30 PM	Keynote - Frank D'Amelio Frank D'Amelio, CFO & EVP, Lucent Technologies (Start time is approximate.)								12:30 PM
2:00 PM		Symantec Corp.	Avnet, Inc.	Mentor Graphics	Magma Design Automation	Sonic Solutions	Priceline.com Inc*	Cedar Point*	2:00 PM
								Mitel Networks*	2:30 PM
2:45 PM		RSA Security	Sanmina-SCI	Amkor Technology	Intellisync Corporation	Verint Systems, Inc.*	SigmaTel, Inc.
								StubHub*	3:00 PM
3:30 PM		Microchip	Vitesse Semiconductor Corporation*	Check Point Software Technologies Ltd.	Perot Systems Corporation	F5 Networks Inc	MKS Instruments	DivXNetworks, Inc.*	3:30 PM
								Molecular Imprints*	4:00 PM
4:15 PM		Manhattan Associates*		MapInfo	Motive, Inc.	Viisage*	Websense
								Zenta*	4:30 PM
5:00 PM		Texas Instruments Inc.	Solectron Inc		M-Systems Flash Disk Pioneers Ltd.	Pemstar	Jupitermedia Corporation	GlassHouse Technologies*	5:00 PM

Wednesday, May 18, 2005

	Grand Ballroom	Colonial Room	California West	California East	Elizabethan A	Elizabethan B	Elizabethan C	Elizabethan D
7:30 AM		Linear Technology Corporation*	Wright Express	Varian Semiconductor Equipment Associates, Inc.	Digital Insight	Harmonic Inc.	FLIR Systems, Inc.	Ingenio*	7:30 AM
								Exact Advertising*	8:00 AM
8:15 AM		Hitachi Data Systems*	Intersil Corporation	Cognizant Technology Solutions*	ATI Technologies Inc.	Symbol Technologies, Inc.	Trimble Navigation Limited*
								Force10*	8:30 AM
9:00 AM	Power Management Panel	RF Micro Devices	Agere Systems	Ultra Clean Technology	Ariba, Inc.	Cascade	InfoSpace	Acopia Networks*	9:00 AM
								BigBand Networks*	9:30 AM
9:45 AM		Infineon	Ingram Micro Inc.	ADC Telecommunications Inc	Research In Motion Limited	DiamondCluster	Shopping.com Ltd.
								GoldPocket Interactive*	10:00 AM
10:30 AM		Maxim Integrated Products, Inc.	Sirius Satellite Radio	Novatel Wireless, Inc.	Power-One*	Mykrolis	Microvision	NetScaler*	10:30 AM
								ATX Technologies*	11:00 AM
11:15 AM		Tellabs Inc	Integrated Circuit Systems, Inc.*	SanDisk Corporation	S1 Corp.	Digital River, Inc	Lexar Media
								Fandango*	11:30 AM
12:00 PM	Luncheon & Keynote - Robert Wayman Robert Wayman, CFO, Hewlett-Packard Company (Start time is approximate.)								12:00 PM
1:30 PM		EMC Corporation	Monster Worldwide, Inc.	Plantronics, Inc.	SS&C Technologies	TNS Inc.*		Boingo Wireless*	1:30 PM
							Line6*	Cybertrust*	2:00 PM
2:15 PM		Sohu*	Integrated Device Technology, Inc.	Ciena Corporation‡	Fujitsu Computer Products of America, Inc.	Identix*
							Rearden Commerce*	NetSuite*	2:30 PM
3:00 PM		Agilent Technologies	Flextronics International Ltd	Scientific-Atlanta Inc	Maxtor Corporation	Dolby Laboratories	IronPort Systems*	AuthenTec, Inc.*	3:00 PM
							MySQL AB*	UGS*	3:30 PM
3:45 PM		Micron Technology, Inc.‡	Avid Technology, Inc.	Jabil Circuit	HouseValues	Epcos AG*
							Isilon Systems*	Purcell Systems*	4:00 PM
4:30 PM		Semtech	Plexus Corp.	Extreme Networks	Power Integrations	Itron, Inc.*	Smart Modular*	World Wide Packets*	4:30 PM

Thursday, May 19, 2005

	Grand Ballroom	Colonial Room	California West	California East	Elizabethan A	Elizabethan B	Elizabethan C	Elizabethan D
8:15 AM		Intuit	Teradyne, Inc.*	Comverse Technology Inc.*	ZipRealty	ASM Pacific*	Valere Power*	Passave*	8:15 AM
							Colubris Networks*	Tensilica, Inc.*	8:45 AM
9:00 AM		National Semiconductor Corporation	Eastman Kodak	TIBCO Software Inc.	ASM International	ASE Test Limited*
							ADVA AG Optical Networking*	Wintegra*	9:15 AM
9:45 AM		Novellus Systems, Inc.	BEA Systems, Inc.	STATS ChipPAC Ltd.	CyberSource*	Netflix, Inc.	LoopNet*		9:45 AM
							eHealthInsurance, Inc.*	CoWare*	10:15 AM
10:30 AM			American Power Conversion Corporation	Micrel Semiconductor, Inc.*	Brooks Automation, Inc.	ARM Holdings
								Vallent Corporation*	10:45 AM
11:15 AM			Fairchild Semiconductor International	Omnivision	WJ Communications			Clearcube*	11:15 AM
							Good Technology, Inc.*	EqualLogic, Inc.*	11:45 AM
12:00 PM		Applied Materials	Vishay Intertechnology, Inc.	Advent Software	Net2Phone, Inc.‡	Hutchinson Technology Inc.
12:45 PM		Freescale Semiconductor, Inc.‡	Nvidia	Benchmark Electronics	Tektronix	Net IQ			12:45 PM
1:30 PM			Atmel Corporation		Powerwave Technolgies, Inc.	Cambridge Silicon Radio*

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