The Technology Teach-In
Morgan Stanley's Technology analysts hosted their annual investor Teach-In
In conjunction with this event and the CIO conference, the presentations have been compiled in a 200 page report.
The report includes the following overviews:
- Data Networking & Wireline Equipment — Alkesh Shah
- Wireless Infrastructure — Arindam Basu
- Semiconductors — Mark Edelstone/Louis Gerhardy
- Semiconductor Capital Equipment — Steve Pelayo/Bill Lu
- Internet & PC Applications Software — Mary Meeker/David Joseph
- Computer Services & IT Consulting — David Togut/Elizabeth Vigano/Julie Santoriello
- Enterprise Storage — James Berlino
- Systems & PC Hardware — Rebecca Runkle/Sterling Levy
- Enterprise Software — Chuck Phillips/Ryan Rathman
The Technology Teach-In Part 1 of 1 (203 pages)
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