To: Judy who wrote (12323 ) 1/6/1999 6:52:00 PM From: Jay Lyons Respond to of 34809
Tuesday, Jan. 5 Time Estrella Theatre Ballroom A Ballroom D 7 a.m. Parametric Network Solutions ADC Telecom 7:30 a.m. MCI WorldCom Sterling Software Veritas Software 8 a.m. SAP Adobe Ciena 8:30 a.m. Intuit Cadence Nokia 9 a.m. Oracle IIJ Xylan 9:30 - 11:30 a.m. Breakout sessions 12:30 p.m. Broadcom Electronic Arts JD Edwards 1 p.m. Microsoft Autodesk Reltec 1:30 p.m. Cisco E-Tek Dynamics Amdocs 2 p.m. eBay Informix Tellabs 2:30 p.m. Compuware Excite Ascend 3 - 6 p.m. Breakout sessions 7 p.m. Dinner and an "In-the-Flesh Chat Session with AOL's Steve Case" Wednesday, Jan. 6 Time Estrella Theatre Ballroom A Ballroom D 7 a.m. Computer Associates Lycos MMC Networks 7:30 a.m. @Home Platinum Tech Great Plains Software 8 a.m. a.m.erica Online Novell Aspect Telecom 8:30 a.m. 3Com Ziff-Davis Network Associates 9 a.m. Comcast SDRC Adtran 9:30 - 11:30 a.m. Breakout sessions 12:30 p.m. BMC Software Hewlett Packard Synopsys 1 p.m. Amazon.com Dassault Systems INS 1:30 p.m. Yahoo! Fair, Isaac Advanced Fibre 2 p.m. Sun Micro/Solaris I2 Technologies Alcatel USA 2:30 p.m. Netscape Peregrine Systems Fore Systems 3 - 6 p.m. Breakout sessions 7 p.m. Dinner and a Mexican Fiesta: Tequila Lecture/Tasting with Mark Tarbell Thursday, Jan. 7 Time Estrella Theatre Ballroom A Ballroom D Ballroom E 7 a.m. US Web/ CKS Hyperion Polycom Siebel Systems 7:30 a.m. Real Networks Vantive OSI Avici Systems 8 a.m. Verisign Mercury Interactive Unigraphics Visio 8:30 a.m. broadcast.com TIBCO Xircom 9 a.m. CNet Docu- mentum Platinum Software Spectrian 9:30 - 11:30 a.m. Breakout sessions 12:30 p.m. JDA Software Calico Security Dynamics 1 p.m. Real Select Teletech Crossworlds Check Point Software 1:30 p.m. E*Trade Sybase FileNet Excel Switching 2 p.m. CMG Forte Symix Advent Software 2:30 p.m. TMP Clarify Red Back Networks Ortel 3 - 5 p.m. Breakout sessions 5 p.m. Conference closes NationsBanc Montgomery Securities Technology Week, San Francisco. Feb. 1-4 At the last big Montgomery investment conference in mid-September, most chip and equipment execs had terrible numbers to show, and money managers out looking for bargains were holding their noses. This time around, they'll have to look harder for bargains because valuations are nearing ridiculous levels. Instead of looking for news to buy on, they might be listening for signs to sell. BancBoston Robertson Stephens Tech '99, San Francisco. Feb. 22 Watch for movement on Micron (MU:NYSE). Since July, every time Micron vice president of corporate affairs has spoken to money managers in investment conferences, the stock has moved up. It happened after the Robertson Stephens conference on July 30 (up 7%), the NationsBanc Montgomery Securities conference on Sept. 18 (up 7%) and the CS First Boston conference Dec. 3. Let's see what investors will do this time around.