Monday, November 28, 2005 |
3:00 p.m. -
6:00 p.m. |
Conference Registration Begins
The Phoenician - Conference Level |
Tuesday, November 29, 2005 |
| 7:00 a.m. |
Conference Registration Continues
The Phoenician - Conference Level |
| 7:00 a.m. |
Continental Breakfast - East Patio |
| 7:30 a.m. |
CSFB Welcome and Opening Remarks
– Salon D
Tony Ehinger - Co-Head of Equity Division, CSFB
Interactive
Technology Survey
John Pitzer - Managing Director, CSFB |
8:00 a.m. -
9:00 a.m. |
KEYNOTE PRESENTATION – Salon
D
Dell Inc. - Jim Schneider
- CFO
|
| |
TRACK 1 – Salons A/B
BREAKOUT – Salon C |
TRACK 2 – Salon E
BREAKOUT – Room 1 |
TRACK 3 – Estrella Theater
BREAKOUT – Salon G |
TRACK 4 – Salon F
BREAKOUT – Room 2 |
| 9:00 a.m. |
Business Objects SA
Rene Bonvanie
Chief Marketing Officer
|
UT Starcom Inc.
Fran Barton
CFO
|
National Semiconductor Corp.
Brian Halla
Chairman & CEO
|
Emulex Corp.
Jim McCluney
President & COO
Michael Rockenbach
EVP & CFO
Company chose not to webcast Q&A Session. |
| 9:30 a.m. |
Lam Research Corp.
Jim Bagley
Chairman
|
Blackboard Inc.
Pete Repetti
CFO
Matthew Pittinsky Chairperson
Michael Stanton
Senior Director, nvestor Relations
|
Electronic Arts Inc.
Larry Probst
Chairman & CEO
|
Celestica Inc.
Steve Delaney
CEO
Company chose not to webcast Q&A Session.
|
| 10:00 a.m. |
Network Appliance Inc.
Paul Albright
SVP, Marketing
|
Toshiba Corporation
Masachi Muromachi
Corporate SVP, President & CEO
Semiconductor Company
Company chose not to webcast Presentation &
Q&A Session. |
Analog Devices
Joe McDonough
CFO
|
|
| 10:30 a.m. |
MEMC Electronic Materials Inc.
Nabeel Gareeb
CEO
Company chose not to webcast Q&A Session. |
THQ Inc.
Brian Farrell
President & CEO
|
McAfee Inc.
Gene Hodges
President
|
Ingram Micro Inc.
Bill Humes
EVP & CFO
|
| 11:00 a.m. |
QLogic Corporation
HK Desai
Chairman, CEO & President
Tony Massetti
SVP & CFO
Company chose not to webcast Q&A Session. |
Cypress Semiconductor Corporation
Brad Buss - CFO
Company chose not to webcast Q&A Session.
|
ASML Holdings NV
Craig De Young
VP, Investor Relations
Company chose not to webcast Q&A Session. |
ADTRAN Inc.
Tom Stanton
CEO
Jim Matthews
SVP, Finance & CFO
Company chose not to webcast Q&A Session.
|
| 11:30 a.m. |
Check Point Software Technologies Ltd.
Jerry Ungerman
Vice Chairman
|
Take–Two Interactive
Software Inc.
Paul Eibeler
President & CEO
Cindi Buckwalter
EVP
|
Nvidia Corp.
Marv Burkett
CFO
Michael Hara
VP
Company chose not to webcast Q&A Session. |
Tech Data Corporation
Jeffery Howells
CFO
Company chose not to webcast Q&A Session. |
12:00 p.m. -
1:30 p.m. |
Lunch Buffet – East Lawn |
12:15 p.m. –
1:15 p.m. |
KEYNOTE PRESENTATION – Salon
D
Texas Instruments, Inc. - Rich Templeton - CEO
|
| 1:30 p.m. |
Salon D
STATS ChipPAC
Tan Lay Koon - CEO
(Note: Breaktout following immediately in same room)
|
| 1:30 p.m. |
Linear Technology Corporation
Paul Coghlan
CFO
Company chose not to webcast Presentation
& Q&A Session. |
Andrew Corporation
Marty Kittrell
CFO
|
Sun Microsystems Inc.
Jonathan Schwartz
President & COO
|
Hyperion Solutions Corp.
David Odell
CFO
|
| 2:00 p.m. |
Activision Inc.
Bobby Kotick
Chairman &
CEO
|
Axcelis Technologies, Inc.
Stephen Bassett
CFO
James Kawski
Director, Investor Relations
|
Electonic Data Systems Corp.
Al Hamood
VP & Director, Investor Relations
|
Altiris, Inc.
Greg Butterfield
Chairman, President & CEO
Stephen Erickson
VP & CFO
Company chose not to webcast Q&A Session. |
| 2:30 p.m. |
Cisco Systems
Don Proctor
VP
|
webMethods
Mark Wabschall
CFO
|
Intel Corp.
Bob Baker
SVP
|
Western Digital Corp.
Arif Shakeel
President & CEO
Steve Milligan
SVP & CFO
|
| 3:00 p.m. |
ATMI Inc.
Dan Sharkey
CFO
Tod Higinbotham
SVP & GM Materials
|
JAMDAT Mobile Inc.
Mitch Lasky
CEO
Michael Marchetti
CFO
Company chose not to webcast Q&A Session. |
Wind River Systems, Inc.
Ken Klein
Chairman,
President & CEO
Company chose not to webcast Q&A Session.
|
PortalPlayer Inc.
Gary Johnson
CEO & President
Svend-Olav Carlsen
CFO
Company chose not to webcast Q&A Session. |
| 3:30 p.m. |
ON Semiconductor Corp.
Keith Jackson
CEO
|
Inter-Tel Inc.
Norman Stout
Chief Strategy Officer
|
ADC Telecommunications
Gokul Hemmady
CFO
|
Maxtor Corporation
Duston Williams
CFO
|
4:30 p.m. –
5:30 p.m. |
KEYNOTE PRESENTATION - Salon D
Adobe Systems Inc. - Bruce Chizen - CEO
|
6:30 p.m. –
9:00 p.m. |
Dine-Arounds
Locations to be announced (Attire is business casual) |
9:00 p.m. –
11:00 p.m. |
Margarita Night - After Hours Bar
Las Brisas at The Phoenician |
Wednesday, November
30, 2005 |
| 7:00 a.m. |
Continental Breakfast - East Patio |
8:00 a.m. –
9:00 a.m. |
KEYNOTE PRESENTATION - Salon D
Google Inc. - George Reyes - CFO
|
| |
TRACK 1 – Salons A/B
BREAKOUT – Salon C |
TRACK 2 – Salon E
BREAKOUT – Room 1 |
TRACK 3 – Estrella Theater
BREAKOUT – Salon G |
TRACK 4 – Salon F
BREAKOUT – Room 2 |
| 9:00 a.m. |
Marvell Technology Group Ltd.
George Hervey
VP of Finance & CFO
Company chose not to webcast Q&A Session.
|
Carrier Access
Roger Koenig
CEO
Gary Gatchell
CFO
Nancy Pierce
CDO
|
Oracle
Thomas Kurian
SVP, Development, Oracle
Server Technologies
|
Arrow Electronics Inc.
Bill Mitchell
CEO
|
| 9:30 a.m. |
ATI Technologies Inc.
Patrick Crowley
CFO
Rich Heye
VP, GM Desktop Business Unit
Company chose not to webcast Q&A Session.
|
Bell Microproducts Inc.
Jim Illson
CFO
|
Verizon Communications Inc.
Shaygan Kherapdir
Chief Information Officer
Company chose not to webcast Presentation & Q&A
Session. |
Teradyne Inc.
Tom Newman
VP, Corporate Relations
Company chose not to webcast Presentation & Q&A
Session. |
| 10:00 a.m. |
Netflix, Inc.
Reed Hastings
CEO
|
SafeNet Inc.
Ken Mueller
CFO
|
Fairchild Semiconductor International Inc.
Bob Conrad
SVP & General Manager, Analog Products Group
|
Powerwave Technologies Inc.
Ronald Buschur
CEO
Kevin Michaels
CFO
|
| 10:30 a.m. |
Jabil Circuit Inc.
Tim Main
CEO
|
Submarino Internet
Martin Escobari
CFO & VP of Business Development
Company chose not to webcast Q&A Session.
|
Qwest Communications International Inc.
Richard Notebaert
CEO
|
Brooks Automation Inc.
Ed Grady
CEO
Company chose not to webcast Q&A Session.
|
| 11:00 a.m. |
Tellabs Inc.
Tim Wiggins
EVP & CFO
|
Skyworks Solutions, Inc.
David Aldrich
President & CEO
Company chose not to webcast Q&A Session.
|
VeriSign, Inc.
Dana Evan
CFO
|
ValueClick Inc.
Jim Zarley
CEO
Sam Paisley
CAO
|
| 11:30 a.m. |
Cymer Inc.
Bob Akins
Chairman & CEO
|
Concur Technologies Inc.
Steve Singh
CEO
Company chose not to webcast Q&A Session.
|
Broadcom Corporation
William Ruehle
SVP & CFO
Company chose not to webcast Q&A Session.
|
|
12:00 p.m. –
1:30 p.m. |
Lunch Buffet - East Lawn |
12:15 p.m. –
1:15 p.m. |
KEYNOTE PRESENTATION - Salon D
Symantec Corporation - John Thompson - CEO
|
| 1:30 p.m. |
NCR Corp.
Pete Bocian
CFO
|
Wireless Facilities Inc.
Eric DeMarco
President & CEO
Company chose not to webcast Q&A Session.
|
Micron Technology Inc.
Kipp Bedard
VP, Investor Relations
|
Internet Security Systems Inc.
Raghavan Rajaji
CFO
|
| 2:00 p.m. |
CenturyTel Inc.
R. Stewart Ewing, Jr.
CFO
Company chose not to webcast Q&A Session.
|
Varian Semiconductor Equipment Associates Inc.
Bob Halliday
EVP & CFO
Company chose not to webcast Q&A Session.
|
Computer Sciences Corporation
Lee Level
CFO
|
Vishay Intertechnology, Inc.
Richard Grubb
CFO
Company chose not to webcast Q&A Session.
|
| 2:30 p.m. |
Microchip Technology, Inc.
Steve Sanghi
CEO
Gordon Parnell
CFO
|
Digital River, Inc.
Joel Ronning
CEO
|
STMicroelectronics NV
Carlo Bozotti
CEO
|
webEx Communications Inc.
Michael Everett
CFO
|
| 3:00 p.m. |
aQuantive
Michael Vernon
CFO
Company chose not to webcast Q&A Session.
|
Consolidated Communications Holdings Inc.
Steve Childers
CFO
Company chose not to webcast Q&A Session.
|
Intersil Corporation
Rich Beyer
CEO
|
Benchmark Electronics Inc.
Cary Fu
President & CEO
|
| 3:30 p.m. |
Freescale Semiconductor Inc.
Franz Fink
VP, Wireless & Mobile Systems Group
Company chose not to webcast Q&A Session.
|
|
SAP AG
Roman Bukary
SVP, Tech Analytics
|
|
4:00 p.m. –
5:00 p.m. |
KEYNOTE PRESENTATION - Salon D
Sprint Nextel - Gary Forsee - CEO
|
6:00 p.m. –
8:00 p.m. |
Barbeque Buffet Dinner
East Lawn - The Phoenician |
7:30 p.m. –
10:00 p.m. |
Texas Hold’Em Tournament and Casino
Featuring Professional Poker Champions Annie Duke and Howard Lederer
East Foyer - The Phoenician |
9:00 p.m. –
11:00 p.m. |
Martini Bar - After Hours Lounge
Featuring the music of the “Rat Pack Revue”
Las Brisas at The Phoenician |
Thursday, December 1, 2005 |
| 7:15 a.m. |
Continental Breakfast - East Patio |
8:00 a.m. –
9:00 a.m. |
KEYNOTE PRESENTATION - Salon D
eBay Inc. - Meg Whitman - President & CEO
John Donahoe – President, eBay Marketplaces
|
| |
TRACK 1 – Salons A/B
BREAKOUT – Salon C |
TRACK 2 – Salon E
BREAKOUT – Room 1 |
TRACK 3 – Estrella Theater
BREAKOUT – Salon G |
TRACK 4 – Salon F
BREAKOUT – Room 2 |
| 9:00 a.m. |
Motorola, Inc.
Ed Zander
Chairman & CEO
|
RF Micro Devices, Inc.
Dean Priddy, Jr.
CFO & VP of Finance
Douglas Delieto
VP of Investor Relations
|
|
Brocade Communications Systems Inc.
Tony Canova
CFO
|
| 9:30 a.m. |
Seagate Technology
William Watkins
President & CEO
Charles Pope
CFO
|
Alamosa Holdings Inc.
David Sharbutt
CEO
Company chose not to webcast Q&A Session.
|
Microsoft Corporation
Peter Klein
CFO, Server & Tools Division
Company chose not to webcast Q&A Session.
|
Infineon Technologies AG
Peter Fischl
CFO
Ulrich Pelzer
Corporate VP, Investor Relations
|
| 10:00 a.m. |
F5 Networks Inc.
John McAdam
President & CEO
Andy Reinland
CFO
Company chose not to webcast Q&A Session.
|
Kulicke and Soffa Industries, Inc.
Maurice Carson
CFO
|
Alcatel
Jay Fausch
Senior Director of Strategic Marketing
|
EarthLink, Inc.
Garry Betty
President & CEO
|
| 10:30 a.m. |
American Tower Corp.
James Taiclet
Chairman & CEO
|
Xyratex Ltd.
Steve Barber
CEO
|
|
International Rectifier Corp.
Mike McGee
CFO
Company chose not to webcast Presentation & Q&A
Session. |
| 11:00 a.m. |
Lucent Technologies Inc.
John Meyer
President, Lucent Worldwide Services
|
Conexant Systems Inc.
Matthew Rhodes
President
|
Amazon.com Inc.
Tom Szkutak
CFO
|
Molex Incorporated
David Johnson
VP, Treasurer & CFO
Company chose not to webcast Q&A Session.
|
| 11:30 a.m. |
salesforce.com, Inc.
Steve Cakebread
CFO
|
McDATA Corporation
Scott Berman
CFO
Company chose not to webcast Q&A Session.
|
QUALCOMM Inc.
Paul Jacobs
CEO
|
Amkor Technology, Inc.
Oleg Khaykin
EVP, Corporate Development
Jim Fusaro
Corporate VP, Product Management
Company chose not to webcast Q&A Session.
|
12:00 p.m. –
1:30 p.m. |
Lunch Buffet - East Lawn |
12:15 p.m. –
1:15 p.m. |
KEYNOTE PRESENTATION – Salon
D
EMC Corp. - Joseph Tucci – President & CEO
|
| 1:30 p.m. |
Quest Software Inc.
Vinny Smith
CEO
|
Sonus Networks Inc.
Hassan Ahmed
Chairman & CEO
Company chose not to webcast Q&A Session.
|
Silicon Laboratories Inc.
Russ Brennan
CFO
|
RealNetworks
Roy Goodman
CFO
Company chose not to webcast Q&A Session.
|
| 2:00 p.m. |
Avnet, Inc.
Roy Vallee
Chairman & CEO
Vince Keenan
VP, Investor Relations
|
Mindspeed Technologies, Inc.
Raouf Halim
CEO
Simon Biddiscombe
SVP & CFO
Company chose not to webcast Q&A Session.
|
Liberty Global Inc.
Tony Werner
CTO
Rick Westerman
SVP, Investor Relations
Company chose not to webcast Q&A Session.
|
FEI Co.
Ray Link
EVP & CFO
|
| 2:30 p.m. |
|
Housevalues Inc.
John Zdanowski
CFO
|
AutoDesk, Inc.
Carol Bartz
CEO
Company chose not to webcast Q&A Session.
|
SiRF Technology, Holdings Inc.
Walter Amaral
CFO
|
| 3:00 p.m. |
Citrix Systems, Inc.
David Henshall
SVP & CFO
Company chose not to webcast Q&A Session.
|
Foundry Networks, Inc.
Michael Iburg
VP, Finance & Treasurer
|
Nextel Partners
Barry Rowan
CFO
Company chose not to webcast Q&A Session.
|
Sanmina-SCI Corp.
Jure Sola
Chairman & CEO
|
| 3:30 p.m. |
|
Credit Suisse First Boston: Equity Derivative
Strategies in Technology
Paul Staneski
Director |
|
Cambridge Silicon Radio
John Hodgson
CEO
|
4:00 p.m. –
5:00 p.m. |
KEYNOTE PRESENTATION - Salon D
Applied Materials, Inc. - Nancy Handel - CFO & SVP
|
Immediately
Following |
Cocktail Reception - East Foyer |
Friday, December 2,
2005 |
| 7:30 a.m. |
Continental Breakfast - East Patio |
8:00 a.m. –
9:00 a.m. |
KEYNOTE PRESENTATION - Salon D
Motorola, Inc. - Ed Zander - Chairman & CEO
|
| |
TRACK 1 – Salons A/B
BREAKOUT – Salon C |
TRACK 2 – Salon E
BREAKOUT – Room 1 |
TRACK 3 – Salon F
BREAKOUT – Room 2 |
| 9:00 a.m. |
|
Ultra Clean Holdings Inc.
Clarence Granger
President & CEO
Jack Sexton
CFO
Company chose not to webcast Q&A Session.
|
Micromuse, Inc.
Lloyd Carney
CEO
|
| 9:30 a.m. |
Integrated Device echnology
Inc.
Greg Lang
President & CEO
Company chose not to webcast Q&A Session.
|
Equinix Inc.
Keith Taylor
CFO
|
AMI Semiconductor
Dave Henry
CFO
|
| 10:00 a.m. |
Hitachi Data Systems
Jack Domme
SVP, HDS Global Solutions Group
Company chose not to webcast Q&A Session.
|
Ciena Corporation
Tom Mock
SVP, Strategic Planning
Company chose not to webcast Q&A Session.
|
Intuit Inc.
Steve Bennett
CEO
|
| 10:30 a.m. |
KLA-Tencor Corp.
Cary Halsted
VP of Investor Relations
|
Solectron Corp.
Perry Hayes
SVP, Treasurer & Investor Relations
Company chose not to webcast Presentation & Q&A
Session. |
NII Holdings Inc.
Tim Perrott
Vice President
|
| 11:00 a.m. |
PROGRAM CONCLUDES |
