Credit Suisse
Agenda/Webcast

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Monday, November 27, 2006
3:00 p.m. -
6:00 p.m.
Conference Registration Begins

Tuesday, November 28, 2006
7:00 a.m. Registration & Continental Breakfast
7:30 a.m. Welcome - Salon D
8:00 a.m.
KEYNOTE : Cisco Systems, John Chambers, Chairman & CEO - Salon D


 
TRACK 1 - Salons A/B
Breakout 1 - Salon C
TRACK 2 - Salon E
Breakout 2 - Room 1
TRACK 3 - Estrella
Breakout 3 - Salon G
TRACK 4 - Salon F
Breakout 4 - Room 2
9:00 a.m. THQ Inc.
Brian Farrell, CEO


Emulex Corporation
Mike Rockenbach, CFO

National Semiconductor Corp
Brian Halla, CEO

Altiris Inc
Greg Butterfield, CEO
Steve Erickson, CFO

Q&A webcast not authorized by the company

 
9:30 a.m. KLA-Tencor
Jeff Hall, CFO

F5 Networks Inc.
John McAdam, CEO

Q&A webcast not authorized by the company


Kenexa Corporation
Rudy Karsan, CEO
Don Volk, CFO

10:00 a.m. WebMD Health Corporation
Wayne Gattinella, CEO
Anthony Vuolo, CFO


Digital River Inc.
Bob Kleiber, VP, Investor Relations

Broadcom Corporation
Scott McGregor, President & CEO

Q&A webcast not authorized by the company
Carrier Access Corporation
Gary Gachel, CFO

10:30 a.m. Tellabs Inc.
Tim Wiggins, CFO



MEMC Electronic
Nabeel Gareeb, CEO

Q&A webcast not authorized by the company
ExlService, Inc.
Rohit Kapoor, President & CFO
Presentation and Q&A webcasts not authorized by the company
 
11:00 a.m. Shutterfly, Inc.
Jeff Housenbold, CEO
Stephen Recht, CFO

Websense, Inc.
Gene Hodges, CEO
Doug Wride, CFO

Marvell Technology Group Ltd.
George Hervey, CFO

Inter-Tel Incorporated
Norman Stout, CEO

11:30 a.m. Brooks Automation
Edward C. Grady, CEO

Q&A webcast not authorized by the company
 
Intermec, Inc.
Steve Winter, President & COO

Q&A webcast not authorized by the company
National Instruments
Alex Davern, CFO & SVP of Manufacturing & IT

Q&A webcast not authorized by the company
 
Rightnow Technologies
Greg Gianforte, Founder, Chairman, President & CEO
Susan Carstensen, CFO

12:00 p.m. Buffet Lunch - East Lawn
12:15 p.m. KEYNOTE : Corning Incorporated, Jim Flaws, Vice Chairman & CFO
1:30 p.m.
Activision Incorporated
Speaker TBD

Q&A webcast canceled by the company
Kulicke & Soffa
Maurice Carson, CFO

Micron Technology
Kipp Bedard, Director of Corporate Relations

NeuStar, Inc.
Jeff Babka, SVP & CFO
Paul Lalljie, VP, Finance-IR
Presentation and Q&A webcasts not authorized by the company
 
2:00 p.m. ASML, Inc
Craig de Young, VP, Investor Relations

Bankrate, Inc.
Tom Evans, President & CEO
Ed DiMaria, CFO



Omniture Inc.
Josh James, CEO & Co-Founder
Michael Herring, CFO

 
2:30 p.m. NVIDIA Corporation
Michael Hara, VP, Investor Relations

Q&A webcast not authorized by the company
 
RadiSys Corporation
Brian Bronson, CFO

Symantec Corp
Jeremy Burton, Group President, Enterprise Security & Data Mgmt


Western Digital
John Coyne, President & COO
Steve Milligan, SVP & CFO

3:00 p.m. Qimonda AG
Kin Wah Loh, CEO

Q&A webcast not authorized by the company
 
Taleo Corporation
Katy Murray, CFO

Q&A webcast not authorized by the company
Accenture Ltd.
John Kaltenmark, Managing Parter
Presentation and Q&A webcasts not authorized by the company


Take-Two Interactive Software Inc.
Paul Eibeler, CEO

3:30 p.m. Tekelec
William Everett, SVP & CFO

SPSS Inc.
Ray Panza, CFO & EVP
Douglas Dow, SVP, Corporate Development
Presentation and Q&A webcasts not authorized by the company
RealNetworks Inc.
Michael Eggers, CFO

SonicWALL Inc.
Matt Medeiros, President & CEO


4:15 p.m.
KEYNOTE : Texas Instruments, Rich Templeton, CEO - Salon D
6:30 p.m.
Reception & Dinner with Guest Speaker Billy Beane - Salon D
9:30 p.m.
After Dinner Martini Bar - Las Brisas

Wednesday, November 29, 2005
7:00 a.m. Registration & Continental Breakfast
8:00 a.m. KEYNOTE : Microsoft, Chris Liddell, CFO - Salon D

At the request of the company Q&A will not be available
 
TRACK 1 - Salons A/B
Breakout 1 - Salon C
TRACK 2 - Salon E
Breakout 2 - Room 1
TRACK 3 - Estrella
Breakout 3 - Salon G
TRACK 4 - Salon F
Breakout 4 - Room 2
9:00 a.m. Intersil Corporation
Dave Zinsner, VP & CFO
Simon Prutton, VP/GM Analog & Mixed Signal

ADTRAN Inc.
Tom Stanton, CEO
Jim Matthews, SVP & CFO

Sun Microsystems, Inc.
Jonathan Schwartz , CEO

VA Software Corporation
Ali Jenab, CEO

9:30 a.m. Applied Materials
Randy Bane, VP, Investor Relations & Industry Research

VeriSign Inc.
Stratton Sclavos, CEO

Electronic Arts Inc.
Warren Jenson, CFO

Arrow Electronics
William E. Mitchell, Chairman, President & CEO

10:00 a.m. WebEx Communications Inc.
Michael Everett, CFO

Palm, Inc.
Ed Colligan, CEO

Q&A webcast not authorized by the company
Seagate Technology
Charles Pope, CFO

AMI Semiconductor
Christine King, CEO

10:30 a.m. Autodesk Inc.
Al Castino, CFO

Q&A webcast not authorized by the company
Verigy Ltd.
Bob Nikl, CFO

Electronic Data Systems
Ron Rittenmeyer, COO

Toshiba Corporation
Masashi Muromachi, Corporate EVP, President & CEO, Semiconductor Company
Presentation and Q&A webcasts not authorized by the company

11:00 a.m. Skyworks Solutions Inc
Dave Aldrich, President, CEO

Q&A webcast not authorized by the company

EarthLink Inc
Kevin Dotts, CFO


 

Agilent Technologies, Inc.
William P. (Bill) Sullivan, President & CEO

Powerwave Technologies
Ron Buscher, President & CEO
Kevin Michaels, SVP & CFO

11:30 a.m. JDSU
Kevin Kennedy, CEO

Cypress Semiconductor
Brad Buss, CFO

Computer Sciences Corporation
Mike Keane, CFO

Q&A webcast not authorized by the company
CommVault Systems Inc.
Bob Hammer,CEO

12:00 p.m. Buffet Lunch - East Lawn
12:15 p.m. KEYNOTE : Lam Research, Steve Newberry, President & CEO - Salon D

1:30 p.m. Linear Technology Corporation
Paul Coghlan, CFO
Presentation and Q&A webcasts not authorized by the company
Ciena Corporation
Tom Mock, SVP, Strategic Planning

Qualcomm Inc.
Peggy Johnson, President QUALCOMM Internet Services and MediaFLO Technologies

Netflix, Inc.
Barry McCarthy, CFO

2:00 p.m. Business Objects SA
Jim Tolonen, CFO

Varian Semiconductor Equipment Associates
Bob Halliday, EVP & CFO

Intel Corporation
Kirk Skaugen, VP, Digital Enterprise Group

Xyratex Ltd.
Steve Barber, CEO
Richard Pearce, CFO


2:30 p.m.

Qlogic Corporation
HK Desai, CEO
Tony Massetti, CFO

Q&A webcast not authorized by the company

ADC Telecommunications
Bob Switz, CEO

Microchip Technology
Steve Sanghi, CEO
Gordon Parnell, CFO

Benchmark Electronics
Cary Fu, CEO

3:00 p.m. Sonus Networks, Inc.
Hassan Ahmed, CEO

Bell Microproducts Inc.
Don Bell, CEO
Jim Illson, COO

Parametric Technology Corporation
Steve Horan, VP & CIO

ATMI Inc.
Dan Sharkey, CFO

3:30 p.m. Spansion Inc.
Dario Sacomani, CFO

Q&A webcast not authorized by the company
Concur Technologies, Inc.
John Adair, CFO

Q&A webcast not authorized by the company
Molex Incorporated
David Johnson, VP, Treasurer & CFO
Neil Lefort, SVP


4:00 p.m. KEYNOTE : Salesforce.com, Marc Benioff, Co-Founder & CEO - Salon D
6:00 p.m. Buffet Dinner - East Lawn
7:30 p.m. Casino Night - East Foyer

Thursday, November 30, 2006
7:00 a.m. Registration & Continental Breakfast
8:00 a.m. KEYNOTE : eBay Inc., Robert Swan, CFO - Salon D
 
TRACK 1 - Salons A/B
Breakout 1 - Salon C
TRACK 2 - Salon E
Breakout 2 - Room 1
TRACK 3 - Estrella
Breakout 3 - Salon G
TRACK 4 - Salon F
Breakout 4 -Room 2
9:00 a.m. Tech Data Corporation
Robert M. Dutkowsky, CEO
Jeffery P. Howells, CFO

RF Micro Devices
Bob Bruggeworth, CEO
Dean Priddy, CFO

SAP AG
Rodney Seligmann, SVP

LoopNet, Inc.
Richard Boyle, CEO

9:30 a.m. Altera Corporation
Danny Biran, VP, Product & Corporate Marketing

Blackboard Inc.
Michael Chasen, CEO
Mike Beach, CFO

Network Appliance Inc.
Steve Gomo, CFO

ADVA Optical Networking
Brian Protiva, CEO

10:00 a.m. Acme Packet
Andy Ory, President & CEO
Keith Seidman, CFO

Q&A webcast not authorized by the company
Opsware Inc.
Ben Horowitz, CEO

ValueClick Inc.
James Zarley, CEO

Axcelis Technologies
Steven Bassett, EVP & CFO

10:30 a.m. TOTVS S.A.
José Rogério Luiz, CFO

Q&A webcast canceled by the company
Rackable Systems
Tom Barton, CEO
Madhu Ranganathan, CFO

Q&A webcast not authorized by the company
Xilinx Inc.
Jon Olson, CFO

Brightpoint Inc.
Anurag Gupta, SVP, Global Strategy, IR & PR

11:00 a.m. Jabil Circuit Inc.
Forbes Alexander, CFO

Borland Software Corporation
Tod Nielsen, CEO

Amazon.com Inc.
Tom Szkutak, CFO

Cymer Inc.
Terry Slavin, Director, IR

11:30 a.m. Cognizant Technology Solutions
Gordon Coburn, CFO

Q&A webcast not authorized by the company
SiRF Technology Holdings
Geoff Ribar, CFO



International Rectifier Corp
Alex Lidow, CEO
Presentation and Q&A webcasts not authorized by the company
12:00 p.m. Buffet Lunch - East Lawn
12:15 p.m. KEYNOTE : EMC Corporation, Dave Donatelli, EVP, Storage Product Operations - Salon D
1:30 p.m. Fairchild Semiconductor
Mark Thompson, CEO

Packeteer Inc.
Dave Cote, CEO
Presentation and Q&A webcasts not authorized by the company
Avnet Inc.
Roy Vallee, CEO

aQuantive Inc.
Mike Galgon, Chief Strategy Officer

Q&A webcast not authorized by the company
2:00 p.m. Teradyne Inc.
Tom Newman, VP, Corporate Relations
Presentation and Q&A webcasts not authorized by the company


STMicroelectronics NV
Carlo Ferro, CFO

Conexant Systems Inc.
Scott Blouin, CFO

2:30 p.m. ON Semiconductor
Donald Colvin, CFO

Q&A webcast not authorized by the company
Foundry Networks, Inc.
Tim Heffner, CFO



PANEL
South America - The Next Leg of IT Outsourcing

Francisco Fernandes, Solutions Director, CPM
Dalton Luz, CEO, Politec USA
Randy A. Ridenour, EVP, SAP Services, Stefanini - IT Solutions

Presentation and Q&A webcasts not authorized by the company

3:00 p.m. FEI Company
Ray Link, CFO

Mindspeed Technologies Inc.
Simon Biddiscombe, CEO
Tom Stites, SVP, Communications

Q&A webcast not authorized by the company
Citrix Systems, Inc.
David Henshall, CFO

3:30 p.m. CSR
John Scarisbrick, CEO
Presentation and Q&A webcasts not authorized by the company
Logitech International SA
Guerrino De Luca, CEO

Q&A webcast not authorized by the company
1-800-Flowers
Jim McCann, CEO

Q&A webcast not authorized by the company
4:15 p.m. KEYNOTE : Motorola, Ed Zander, CEO - Salon D

Friday, December 1, 2006
8:00 a.m. Registration & Continental Breakfast
 

TRACK 2 - Salon E
Breakout 2 - Room 1
TRACK 3 - Estrella
Breakout 3 - Salon G
TRACK 4 - Salon F
Breakout 4 - Room 2
9:00 a.m.

Supportsoft, Inc.
Ken Owyang, CFO
Chris Grejtak, SVP of Customer Engagement Programs

Q&A webcast not authorized by the company

Zoran Corp.
Karl Schneider, CFO

Q&A webcast not authorized by the company
Ingram Micro Inc.
Bill Humes, CFO