(COMTEX) B: Goldman Sachs Bullish on Technology Sector; Analysts Pres
B: Goldman Sachs Bullish on Technology Sector; Analysts Present Investment
Themes at Premier Conference
PALM SPRINGS, Calif., Feb 7, 2000 (BUSINESS WIRE) -- Goldman, Sachs &
Co., the leading investment banking firm serving technology companies,
will reiterate its bullish outlook for the technology sector as it
kicks off its 14th Annual Technology Investment Symposium today.
The Symposium is a five-day gathering of the firm's top institutional
and private investor clients and the CEOs of more than 175 leading
Internet, hardware, software, computer services, data networking and
semiconductor companies. This year's event - being held February 7
through 11 at the La Quinta Resort in Palm Springs, California -
features keynote presentations from leading companies including
Microsoft, Hewlett-Packard, Dell and eBay among others.
The Goldman Sachs Technology Research Team recently published "Issues &
Outlook 2000," articulating the group's Top 10 Technology Themes
reflecting its overall positive view of technology markets for the
coming year.
"Key themes which play to the market momentum created by changing
Internet technologies, standards and architectures are of particular
interest," said Rick Sherlund, Senior Analyst and Managing Director.
"This includes, but is not limited to, those companies addressing the
enormous opportunities in business-to-business (B2B) e-commerce,
Internet infrastructure, and extended customer relationship management
(e-CRM). The themes provide the foundation upon which institutional and
individual investment strategies are built, and will form the basis for
in-depth examination of specific issues and opportunities at the
Symposium," Sherlund added.
Goldman Sachs' Technology Investment Symposium in Palm Springs Widely
recognized as one of the industry's most important forums, the
Symposium provides the opportunity for investors and executive
management of the leading technology companies to communicate and
understand critical issues and opportunities in the fast changing
technology sector.
Keynote addresses by industry luminaries punctuate the agenda
including: Steve Ballmer in his first appearance at an investment forum
as CEO of Microsoft Corporation; Michael Dell of Dell Computer; Carly
Fiorina of Hewlett-Packard; Eric Schmidt of Novell; Paul Otellini of
Intel; Jeff Weitzen of Gateway; Meg Whitman of eBay; and, Ed Zander of
Sun Microsystems.
"The quantity and caliber of participants in the event - hosted by our
Technology Research Group - is a powerful statement of the critical
importance of technology and the Internet in the global equity
markets," said Brad Koenig, Head of the High Technology Group. "It is a
testament to Goldman Sachs' stature, commitment to our clients, and
accomplishments in the arena," he added.
In addition to financial outlook presentations, opportunities for
one-on-one consultation and keynote speeches, attendees will learn the
results of Goldman Sachs' Annual Survey of Fortune 1000 IT Managers.
The survey, recently conducted in conjunction with Harte-Hanks Market
Intelligence, was designed to gain insight into overall demand
patterns, as well as to assess trends within specific segments of the
industry. The results will be presented on Tuesday, February 8 by
Goldman Sachs' star-studded team of technology analysts, including:
Laura Conigliaro: Enterprise Hardware/Technical Software Greg Gould:
Computer Services Gunnar Miller: Semiconductor Capital Equipment Joe
Moore: Semiconductors Michael Parekh: Internet Rick Schutte: PC
Hardware/Computer Storage and Peripherals Rick Sherlund: Software: B2B
and Internet Infrastructure
Highlights of the week include:
Monday, February 7
-- Financial Outlook Presentations (35 companies)
-- Keynotes: Paul Otellini, Intel
Michael Dell, Dell Computer
Meg Whitman, eBay
Tuesday, February 8
-- Financial Outlook Presentations (24 companies)
-- Results of Annual IT Managers Survey:
Goldman Sachs Technology Analysts
Wednesday, February 9
-- Financial Outlook Presentations (41 companies)
-- Keynotes: Jeff Weitzen, Gateway
Carly Fiorina, Hewlett-Packard
Ed Zander, Sun Microsystems
Thursday, February 10
-- Financial Outlook Presentations (40 companies)
-- Internet Panel: Brad Koenig, Goldman Sachs
Mark Goldstein, NetZero
Evan Thornley, LookSmart
Jay Walker, Priceline.com
-- Keynotes: Steve Ballmer, Microsoft
Eric Schmidt, Novell
Friday, February 11
-- Financial Outlook Presentations (24 companies)
Companies Presenting on Monday, February 7
Actuate Komag Affiliated Computer Services Lattice Semiconductor
Amdocs Maxim America Online Metamor Worldwide Xpedior Apple Computer
MicronPC.com ASM Lithography MIPS Technologies Autodesk Network
Appliance BEA Systems NOVA CommerceOne Oracle Electronic Data Systems
Parametric FreeMarkets Rational Software i2 Technologies SAP AG Inforte
Sapient Inktomi SCI Systems Intel STMicroelectronics Kana
Communications TSI/Mercator Keane Viant Works.com
For a complete schedule of events, abstracts of participating
companies, analysts' biographies and other information, please see our
Web site: www.gs.com/ts2000/
Goldman Sachs is a leading global investment banking and securities
firm, providing a full range of investing, advisory and financing
services worldwide to a substantial and diversified client base, which
includes corporations, financial institutions, governments and high net
worth individuals. Founded in 1869, it is one of the oldest and largest
investment banking firms. The firm is headquartered in New York and
maintains offices in London, Frankfurt, Tokyo, Hong Kong and other
major financial centers around the world. The High Technology Group is
headquartered in Menlo Park, California with dedicated High Technology
professionals in New York, Boston, London, Frankfurt, Hong Kong and
Tokyo.
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