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VORTEX 2004 PROGRAM

Monday, October 4

12:00pm-7:30pm Registration
12:00pm-5:30pm Golf Tournament
6:00pm-7:30pm Welcome Reception
7:30pm-9:00pm Dinner on own

Tuesday, October 5

7:30am-8:30am Continental Breakfast
7:30am-7:30pm Registration

8:30am-10:30am General Session

Welcome
John Gallant, Co-Executive Producer, VORTEX
Geoffrey Moore, Co-Executive Producer, VORTEX


Orchestrating the Stack
Geoffrey Moore, Co-Executive Producer, VORTEX, Managing Director, TCG Advisors LLC and Venture Partner, Mohr, Davidow Ventures

"The stack" represents the layers of technology that make up Enterprise IT, from semiconductor chips at the bottom to end-user applications at the top, with computers, storage, databases, networking, and a whole lot of software in between. Today's stack is dominated by a handful of gorilla companies who have secured anchor positions in an Internet-enabled client-server architecture. What is going to happen to these franchises when the underlying architectural paradigm shifts to Web Services? Who can CIOs trust to take them through the transition? Who is going to be left behind? What do vendors have to do to make themselves indispensable in the next generation of computing? Geoff Moore will use his keynote address to tee up the themes upon which the remainder of the VORTEX 2004 conference will focus.

Executive Spotlight
Mike Volpi, SVP, Routing Technology, Cisco Systems, Inc.

No company benefited more from Internet-enabled hypergrowth markets of the 1990s than Cisco Systems, riding the wave to very strong market share positions enabling equally strong gross margins in its core product lines. Indeed, at one point the company was the single most highly valued corporation in the world, and even during the recent downturn it has churned out a billion dollars of free cash flow per quarter. Now, however, as the enterprise market transitions to a new architecture, the efforts of network service providers and data center outsourcers threaten to reduce Cisco's visibility and access to the CIO. The company is challenged to define the next-generation IT and business agenda that keeps its seat at the table. Mike Volpi, who led Cisco's highly successful acquisition strategy in the 1990s, and who currently manages the company's core routing and access business, brings a strategic perspective on industry dynamics to address this key topic.

A View from the (Cutting) Edge
Dr. Francine Berman, Director, San Diego Supercomputer Center
Dr. Berman, named one of the top women in technology by Business Week, leads SDSC where the mission is to innovate, develop and deploy technology to advance science and engineering. She's a leader in the national effort to build a modern cyber-infrastructure to support research efforts. Dr. Berman has worked for over a decade in the area of grid computing and is one of two principal investigators of the National Science Foundation-supported TeraGrid, the largest coordinated Grid deployment project to date. She'll share her insights into the future of computing architectures, grid computing and the challenges for supporting a new generation of applications.

10:30am-11:20am Break
10:40am-11:10am Breakout Sessions

How Wireless Capabilities Can Empower the Enterprise
QUALCOMM
Salon 4
Jeff Belk, Senior Vice-President of Marketing for QUALCOMM, will discuss how new network capabilities, advanced devices and Enterprise focused applications can help businesses harness the power of 3G and use it to formalize their mobile solution strategies. There will be an in-depth exploration of how the strengths of all 3G wireless air interfaces can help to ensure that CIOs make a sound decision, regardless of which flavor they choose to deploy.

Eleven Critical Considerations For Operating Efficiently Offshore
Invest Northern Ireland
Salon 6
Technology innovations have accentuated the benefits of offshoring operations of US based organizations. In addition, high-speed electronic communications, affordable international transportation, cross-border economic agreements, and stringent IP and data protection regulations in certain regions, make the offshore decision a strong consideration. Establishing foreign operations is a major investment of time and money - - even when it's done right. When establishing an offshore location, critical decisions demand local and global knowledge. In this session Invest NI will share "best practices" learned from our consulting experience working with thousands of clients. Get ahead of the process and anticipate the many learning curves thrown in, while exploring with Invest NI the key considerations when expanding into new European markets including: strategic planning, site selection, incentives, and on-going local support.

11:20am-1:00pm General Session

Executive Spotlight
Jonathan Schwartz, President & COO, Sun Microsystems

Sun thrived during the Internet build out, but a combination of dotcom implosion, the open source revolution and the continued expansion of the Wintel platform into corporate America severely dinged the company's prospects and raised questions about its future in the extended enterprise. Today, Sun faces the prospect of rebuilding confidence in its platforms and retooling the vertically integrated strategy on which its early success was built. Sun President and COO Jonathan Schwartz will detail the company's grand vision for the future of networked computing and its plans in the server, middleware, operating system and services arenas.

Disruption in the Air
Kris Canekeratne, Co-founder, Chairman and CEO, Virtusa Corporation
Vernon L. Irvin, Executive Vice President of Communications Services, VeriSign
John Landry, Founder & Managing Director, Lead Dog Ventures
Christopher Lynch, President & CEO, Acopia Networks
Marten Mickos, CEO, MySQL

The best-laid plans of even the industry's most powerful vendors can be disrupted by smart people with bold ideas and the technology to back them up. From Web services to wireless, security to software-on-demand, we'll talk to the emerging companies and innovative executives who aim to take a big piece of the new enterprise IT market.

1:00pm-2:00pm Lunch

2:00pm-3:40pm General Session

Executive Spotlight
Shane V. Robison, EVP, Chief Strategy & Technology Officer, Hewlett-Packard Company

HP rose to IT prominence in the 1990's by putting its Unix servers into a powerful partnership with SAP and Accenture, thereby riding the client-server paradigm to win a powerful position in the Enterprise Stack. With the onslaught of the Internet, however, HP became eclipsed by Sun Microsystems, and a new leadership team was recruited to restore the company to its former glory. CTO Shane Robison is part of that team, joining HP through the Compaq acquisition. He is responsible for charting HP's strategy for the next decade and superbly qualified to explain the company's vision for the next-generation IT environment.

Executive Spotlight
Charles E. Phillips, Jr., President & Member of the Board, Oracle Corporation

The relational database has been the mainstay layer of the Enterprise Stack for the past twenty years, with Oracle being the primary beneficiary thereof. From the security of this home base the company has moved into other layers of the stack, notably the applications layer, and has the potential to go toe-to-toe with IBM in offering a completely integrated solution set, including outsourcing. At the same time, competition in relational databases from IBM and Microsoft, combined with resistance to the PeopleSoft acquisition, has challenged the company in recent quarters. Chuck Phillips left Morgan Stanley to join Oracle in 2003 to help orchestrate the company's next moves in this arena, bringing with him a broad industry perspective that will be of a great value not only to his employer but to the VORTEX dialog as well.

3:40pm-4:30pm Break
3:50pm-4:20pm Breakout Sessions

People, Applications and Networks
Cisco Systems, Inc.
Salon 4
Network applications are integral to many business processes. As these applications grow in sophistication and importance, the relationship with the network deepens, and the network becomes an increasing mixture of in-house and service-provider components. This session will explore these issues through the lens of a recently completed research project, sponsored by Network World and Cisco Systems. Covering 4 major vertical markets (manufacturing, financial services, healthcare and retail), we will examine the interplay between applications and network attributes, attitudes towards IT out-tasking and the resource issues that these organizations are facing.

Nortel Networks: Deriving Business Value From Convergence, Salon 6
Abstract: The convergence of networks carrying data, voice and video is a reality at Nortel Networks today. Hear about how Nortel Networks decided to implement network convergence, the applications deployed, the returns earned, and the barriers that had to be overcome. Essential factors were interoperability, mobility, and quality of service coming together as a total solution - as well as the business case for implementation. Also look beyond traditional business paradigms for ways to create collaborative experiences for your enterprise, or technology portfolio, with Nortel Networks.

4:30pm-5:30pm General Session

Analysts: A Front Line Report
John Gantz, SVP & Chief Research Officer, IDC
John Hagel, Author
L. David Passmore, Research Director, Network & Telecom Strategies, The Burton Group



Industry analysts have traditionally been the early detectors of architectural shifts and the first to help the rest of us comprehend and calibrate the changes under way. We've assembled some of the best to help us all understand where enterprise computing stands today relative to the transition from client-server to services-enabled architecture, and which vendors in their view have the best chance of capturing the high ground. Join us and hear the latest from the front lines.

6:00pm-7:00pm Reception
7:00pm-9:30pm Dinner
7:15pm-8:00pm Dinner Program

Vortex Special Town Meeting: Innovation, Politics and the Future of the American Technology Industry

Vortex co-producers Geoffrey Moore and John Gallant lead a panel of industry luminaries and members of the Vortex community in a rousing open forum on the future of innovation, the impact of the impending presidential election, offshoring, outsourcing and the fate of the U.S. technology industry. Is innovation plateauing? Will Asia take the reins of tech leadership away from the U.S.? What will it take for the U.S. to maintain its grip? Which presidential candidate holds the most promise - and peril - for the industry? Will our leaders crack down on "Benedict Arnold" CEOs and companies who outsource key jobs and processes? Is technology doomed to a future of cold indifference from Washington or, worse, one of greater regulation and oversight? Vorticians will share their thoughts at the microphone and weigh in on the key issues shaping the business. Make your voice heard!

Panelists:
Jeffrey Blumenfeld, Partner, Antitrust & Intellectual Property, Crowell & Moring LLP
Umang Gupta, Chairman & CEO, Keynote Systems
Mitchell Kertzman, Partner, Hummer Winblad Venture Partners
David Kirkpatrick, Senior Editor, Internet & Technology, Fortune Magazine


9:30pm-12am Late Night at VORTEX

Wednesday, October 6

7:30am-8:30am Continental Breakfast
7:30am-4:00pm Registration

8:30am-10:30am General Session

Executive Spotlight
Irving Wladawsky Berger, VP, Technology & Strategy, IBM

IBM is a force to be reckoned with at many layers of the computing stack - from servers and databases to applications infrastructure and consulting services. Under the e-business banner, former CEO Louis Gerstner revived IBM's flagging fortunes and re-established Big Blue as one of the most influential drivers of industry direction. IBM is building on Gerstner's legacy with the On Demand Business initiative commanded by Irving Wladawsky-Berger, IBM's vice president, strategy and technology. On demand has profound implications for customers and competitors and stands in stark contrast to the strategies of major players like Microsoft. Wladawsky-Berger will explore how on demand changes the dynamics of the data center and the extended enterprise, and we'll explore who wins and loses with on demand.

Executive Spotlight
Howard Elias, EVP, Corporate Marketing & Office of Technology Group, EMC Corporation

EMC was a primary beneficiary of the Internet-ignited explosion in storage demands and stands to reap another windfall from the new wave of compliance-mandated archival requirements. But the company is pushing hard out of the storage box - and away from the risk of commoditization - through strategic acquisitions of software companies, including the buyouts of Documentum and VMare, and new forays into services. Howard Elias, executive vice president of marketing and the Office of Technology, explains the strategic ramifications of the Information Lifecycle Management vision and where the plan will ultimately take EMC and its customers - and what it means for rivals in storage and the rest of the computing stack.

10:15am-11:05am Break

11:05am-1:15pm General Session

Money Makes the World Go Around
Money Makes the World Go Round
Whenever enterprise IT architecture shifts, industry power shifts as well, creating opportunities for investors in both established public companies and disruptive private ones. Will emerging openings in grid computing, security, mobile computing, open source, outsourcing, or embedded systems give rise to the next gorilla? Join (insert final LIST of PANELISTS) to get their views on the future of the IT stack and which companies to keep a close watch on.

Sam Jadallah, General Partner, Mohr Davidow Ventures
Joe Schoendorf, Partner, Accel Partners
Peter Solvik, Managing Director, Sigma Partners


The Future of Enterprise Software Panel
The enterprise software market, the crown jewel of the IT industry, is roiled by change. Consolidation, customer frustration, deep discounting, new delivery options, open source and other powerful forces are shaking the market at its very foundation. In this special session chaired by Fortune Magazine Senior Editor David Kirkpatrick, some of the software business's most influential thinkers will debate what the future holds for enterprise software and the current industry powerhouses, including Oracle, SAP, PeopleSoft, Microsoft and more.

Moderator:
David Kirkpatrick, Senior Editor, Internet & Technology, Fortune Magazine
Panelists:
Marc Benioff, Chairman, Salesforce.com
Dan'l Lewin, Corporate Vice President, Business Development,
DPE Division, Microsoft Corporation
Marten Mickos, CEO, MySQL AB
Irving Wladawsky-Berger, VP, Technology & Strategy, IBM Corporation


Executive Spotlight
Dan'l Lewin, Corporate Vice President, Business Development,
DPE Division, Microsoft Corporation


The PC revolution cast Microsoft in a leading role in the enterprise IT market and then client/server made the company a superstar. With commanding positions on the desktop and in the data center, with a vast cadre of developers and a cash hoard of some $40 billion, Microsoft will clearly shape the future of IT. But just how? Enterprise growth has slowed and the company is in the midst of a tricky transition to the .Net architecture. Open source threatens Microsoft's strongholds. How will Microsoft navigate the dangerous shoals ahead? How much impact will Microsoft have in the world of Web-enabled applications and on-demand computing? Where can - and will - Microsoft take it application business? What strategic moves will Gates and company make to keep the juggernaut rolling? Dan'l Lewin, point person for .Net and business development, shares the view from Redmond.

1:15pm-2:15pm Lunch

2:15pm-4:45pm General Session

Executive Spotlight
Shai Agassi, Member of the Executive Board, SAP

The ERP suite dominates the application layer of the Enterprise IT stack, and as the market leader in that category, SAP has a presence in virtually every sector of the global economy, public and private. Its systems are deeply rooted in the client-server architecture it helped to proliferate, and more than any other company in the stack, its future position is contingent upon transitioning successfully to a services oriented architecture. To that end the company has invested significantly in its NetWeaver platform for web services and composite applications, an effort championed by Shai Agassi, head of SAP's Technology organization. As a member of the executive board of SAP, Shai brings a complete corporate perspective to the future of IT and the need to orchestrate the stack.

Special presentation: Telcos and the Extended Enterprise
Scott Kriens, Chairman & CEO, Juniper Networks

While enterprises spend billions on telecommunications services, their providers have historically had little influence over the strategic direction of IT investments and operations. While IBM, Microsoft, SAP and others set the vision for enterprise IT, the telcos have been relegated to purveyors of time-sliced transport capacity. Can it change? Can the RBOCs, IXCs and CLECs play a vital role in the future of the extended enterprise? In this special presentation, Scott Kriens, CEO of Juniper and a driving force in the formation of the Infranet Initiative, spells out what service providers must do to make this strategic business transformation, become a critical link in the extended enterprise ecosystem and profit from the explosion of new Web-enabled applications.

CIO's Speak Out
Donald A. Haile, CIO, Fidelity Investments Systems Company
Steve R. Hanna, Information Officer, Global Sales, Services & Marketing, GM IS&S, General Motors
Ron Ponder, CIO, Wellpoint

Business needs and applications drive the enterprise IT business and in this session with some of the most powerful CIOs in the business, we'll hear what's driving their corporations and their computing architectures. They will talk about the key initiatives in their organizations and the key questions they have for their leading technology suppliers. Who will be their strategic partners for the next five years and how will they make those decisions? What role will innovation and innovators play in their networked computing architectures? And what do these thought leaders think of visions like autonomic computing, on-demand, virtualization and more. The buyers weigh in with a candid assessment of the industry most powerful players.

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