Nationsbanc Montgomery (NBMO) Technology 1999 - Ritz Carlton, San Francisco Feb 1 to Feb 4th:
Monday:
SALON I SALON II SALON III SALON IV
Breakouts: Colonnade Breakouts: Promenade Breakouts: Pavilion Breakouts: Plaza
6: 30 am BREAKFAST, The Terrace Courtyard, Level II
7: 30 am Xilinx Inc. US Web/ CKS 8x8, Inc. Repeater Technologies, Inc.
8: 00 am Compuware Corp. Preview Travel, Inc. Inter- Tel, Incorporated BuildNet Inc.
8: 30 am Sun Microsystems, Inc. Uniphase Corp. Applied Micro Circuits Corp. Eurologic Systems Limited
9: 00 am Amazon. com, Inc. Remedy Corporation Renaissance Worldwide, Inc. Ganymede Software Inc.
9: 25 am COFFEE BREAK COFFEE BREAK COFFEE BREAK COFFEE BREAK
9: 45 am Amdocs Limited Maxtor Corporation Omtool, Ltd. Ukiah Software, Inc.
10: 15 am Legato Systems, Inc. Opportunities in IT Services Proxim, Inc. Infospace. com
10: 45 am Linear Technology Corporation SCI Systems, Inc. ARIS Corporation Vastera, Inc.
11: 15 am
Information Technology for Investors: What Does All
That Enterprise Software Really Do? CHS Electronics, Inc. Orckit Communications Ltd. RezSolutions, Inc.
11: 45 am No Session No Session Project Software & Development, Inc. pending
12: 15 pm Luncheon & Featured Program:
Welcome Remarks and Introduction
Lewis Coleman, Chief Executive Officer, NationsBanc Montgomery Securities
Lawrence J. Ellison, Chairman and Chief Executive Officer, Oracle Corporation
2: 10 pm
Technologies Enabling a New Era in
Telecommunications Apex PC Solutions, Inc. Intelligroup, Inc. Applied Systems, Inc.
2: 40 pm BMC Software, Inc. Sanmina Corp. Concord Communications, Inc. Trintech Inc.
3: 10 pm
Semiconductor Capital Equipment Stocks: What Do
We Do Now? E- Tek Dynamics, Inc. Tier Technologies, Inc. B- Square
3: 40 pm VERITAS Software Corporation RealNetworks, Inc. Echelon Corporation Witness Systems, Inc.
4: 10 pm Data Storage: Trends to Investment Profits FORE Systems, Inc. INSO Corporation Micro Modeling Associates
4: 40 pm Aspen Technology, Inc. RWD Technologies, Inc. Nuera Communications, Inc.
5: 10 pm Last Breakout Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Presentation Ends at 5: 10 pm
All Private Companies are in Italics. Private companies do not have breakout sessions.
CIO Panel: Real Decision Makers Discuss Computer
Hardware Spending
Tuesday:
SALON I SALON II SALON III SALON IV
Breakouts: Colonnade Breakouts: Promenade Breakouts: Pavilion Breakouts: Plaza
6: 30 am BREAKFAST, The Terrace Courtyard, Level II
7: 30 am KLA- Tencor Corp. Polycom Inc. Clarus Corporation Mpath Interactive
8: 00 am eBAY Inc. Level One Communications, Inc. Orbotech, Ltd. Modem Modia, Inc.
8: 30 am Tellabs Inc. SAP America, Inc. Exodus Communications, Inc. Wafertech, LLC
9: 00 am Granite or Vapor? SMART Modular Technologies, Inc. NeoMagic Corporation Scient Corporation
9: 25 am COFFEE BREAK COFFEE BREAK COFFEE BREAK COFFEE BREAK
9: 45 am Siebel Systems, Inc. VeriSign, Inc. IMR Global Tripath Technology Inc.
10: 15 am Intel Corp. DSP Communications, Inc. Analytical Surveys, Inc. Streamline, Inc.
10: 45 am Intuit Inc. Pegasystems Inc. AnswerThink Consulting Group, Inc. pending
11: 15 am STMicroelectronics N. V. AXENT Technologies, Inc. Excel Switching Corporation Berkeley Process Control, Inc.
11: 45 am No Session No Session SportsLine USA, Inc. Agile Software Corporation
12: 15 pm Luncheon & Featured Program: Charles Conn, Chief Executive Officer, Ticketmaster Online- CitySearch, Inc.
2: 10 pm IBM Corporation Ultratech Stepper, Inc. Micromuse Inc. Breakout: Ticketmaster Online- CitySearch, Inc.
2: 40 pm Novell, Inc. ONSALE, Inc. Micrel, Inc. ABT Corporation
3: 10 pm Altera Corporation Jabil Circuit, Inc. Data Processing Resources Corporation Wildfire Communications, Inc.
3: 40 pm Lam Research Corporation pending Open Text Corporation FileTek, Inc.
4: 10 pm The OSS & The Intelligent Network Tech Data Corporation Mastech Corporation Metawave Communications Corporation
4: 40 pm Internet ICs: The Movie Visual Networks, Inc. Melita International Corporation Lexar Media, Inc.
5: 10 pm Last Workshop Ends at 5: 10 pm Last Breakout Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Presentation Ends at 5: 10 pm
6: 30 pm Wine Tasting at The Ritz Carlton, Terrace Courtyard, Level II
All Private Companies are in Italics. Private companies do not have breakout sessions.
Wednesday (Feb 3rd)
SALON I SALON II SALON III SALON IV
Breakouts: Colonnade Breakouts: Promenade Breakouts: Pavilion Breakouts: Plaza
6: 30 am BREAKFAST, The Terrace Courtyard, Level II
7: 30 am Micron Electronics, Inc. PMC- Sierra Inc. Deltek Systems, Inc. Netcom Systems , Inc.
8: 00 am Analog Devices, Inc. Entrust Technologies Inc. INSpire Insurance Solutions, Inc. Chatham Technologies, Inc.
8: 30 am Computer Associates International, Inc. PRI Automation, Inc. Pomeroy Computer Resources, Inc. Daleen Technologies, Inc.
9: 00 am Applied Materials, Inc. Galileo Technology, Ltd. Cyberian Outpost, Inc. FileNet Corporation
9: 25 am COFFEE BREAK COFFEE BREAK COFFEE BREAK COFFEE BREAK
9: 45 am Ingram Micro Inc. ADTRAN, Inc. Cymer, Inc. MainControl, Inc.
10: 15 am Citrix Systems, Inc. Maxim Integrated Products, Inc. Asymetrix Learning System McData Corporation
10: 45 am Texas Instruments Incorporated Quantum Corporation PairGain Technologies, Inc. mortgage. com
11: 15 am PeopleSoft Incorporated C| NET, Inc. MEMC Electronics Materials, Inc. MicroTouch Systems, Inc.
11: 45 am No Session No Session Power Integrations, Inc. Omnia Communications, Inc.
12: 15 pm Luncheon & Featured Speaker: Venture Capitalist Panel
2: 10 pm Hewlett- Packard Company Convergys Corporation TranSwitch Corporation National Information Consortium
2: 40 pm Micron Technology, Inc. Network Associates, Inc. Komag, Incorporated Optum, Inc.
3: 10 pm Cisco Systems, Inc. pending Genesis Microchip, Inc. HID Corporation
3: 40 pm E* TRADE Group, Inc. Novellus Systems, Inc. Mobius Management Systems, Inc. Palo Alto Products International Ltd.
4: 10 pm Flextronics International Ltd. Research In Motion Vivid Semiconductor, Inc.
4: 40 pm Asyst Technologies, Inc. Sawtek Inc. SolutionBank, Inc.
5: 10 pm Last Workshop Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Presentation Ends at 5: 10 pm
6: 30 pm Billiards at Chalkers
Cycle Surfing the Semiconductor Wave
All Private Companies are in Italics. Private companies do not have breakout sessions.
Thursday (Feb 4th)
SALON I SALON II SALON III SALON IV
Breakouts: Colonnade Breakouts: Promenade Breakouts: Pavilion Breakouts: Plaza
6: 30 am BREAKFAST, The Terrace Courtyard, Level II
7: 30 am pending 3Dfx Interactive, Inc. Hummingbird Communications Ltd. pending
8: 00 am EMC Corporation International Rectifier Corporation RF Micro Devices, Inc. Ariba Technologies
8: 30 am Advanced Micro Devices Inc. Pegasus Systems, Inc. MAPICS, Inc. Automata International
9: 00 am
Enterprise Application Software: Outlook for 1999
and the Y2K Celestica Inc. Kulicke & Soffa Industries, Inc. pending
9: 25 am COFFEE BREAK COFFEE BREAK COFFEE BREAK COFFEE BREAK
9: 45 am Motorola, Inc. TMP Worldwide Inc. Semtech Corporation Valor Computerized Systems Ltd.
10: 15 am Solectron Corporation Broadcom Corporation Computer Literacy, Inc. Epiphany Marketing Software
10: 45 am QUALCOMM Incorporated Macromedia, Inc. HADCO Corporation ARM Inc.
11: 15 am Storage Technology Corporation Vitesse Semiconductor Corporation CDnow, Inc. HAHT Software Inc.
11: 45 am No Session No Session DuPont Photomasks, Inc. Maker Communications, Inc.
12: 15 pm Luncheon & Featured Program: Wireless Equipment Panel-- What's Driving Handset Demand: Evolution, Revolution or .com?
Bo Dimert, Chief Executive Officer, Ericsson Inc.
Fred C. Kuznik, President, Cellular Subscriber Sector, Motorola, Inc.
Richard Sulpizio, President and Chief Operating Officer, QUALCOMM Incorporated
Kari- Pekka Wilska, President, Nokia Mobile Phones, Nokia Corporation
2: 10 pm National Semiconductor Corporation Electro Scientific Industries, Inc. BroadVision, Inc. pending
2: 40 pm Nokia Corporation Photronics, Inc. Integrated Device Technology, Inc. pending
3: 10 pm Mercury Interactive Corporation Seagate Technology, Inc. NetGravity, Inc. pending
3: 40 pm Ericsson Inc. Burr- Brown Corporation Hall Kinion & Associates Inc. pending
4: 10 pm Electronics/ Manufacturing Services: Trends to
Investment Profits pending Applied Magnetics Corporation pending
4: 40 pm pending Information Advantage, Inc. pending pending
5: 10 pm Last Breakout Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Breakout Ends at 5: 35 pm Last Presentation Ends at 5: 10 pm
All Private Companies are in Italics. Private companies do not have breakout sessions. |
