comment please see analyst certification and other important disclosures starting on page 36 1 industry equity research north america morgan stanley does seeks to do business with companies covered in its reports as a result investors should be aware that the firm may have conflict of interest could affect objectivity this report consider only single factor making their investment decision overview december 15 2004david m togut cfa 212 761 6388 david morganstanley com evan bloomberg 3659 cio survey series release 5 0 gics sector information technology us strategist weight 14 s&p 500 16 4 team computer services & it consulting ems components distribution bernie mahon enterprise software ross macmillan systems pc hardware rebecca runkle internet applications mary meeker brian pitz fitzgerald communications alkesh shah scott coleman semiconductors mark edelstone louis gerhardy harlan
