in depth please see analyst certification and other important disclosures starting on page 160 1 equity research north america morgan stanley does seeks to do business with companies covered 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 industry overview october 3 2003mary meeker 212 761 8042 mary morganstanley com brian fitzgerald 4276 technology ipo yearbook 9th edition 23 years tech investing gics sector information us strategist weight 16 6 s&p 500 17 team computer services & it consulting david togut elizabeth vigano electronic manufacturing scott craig enterprise software ross macmillan evan bloomberg internet pc applications pitz semiconductors mark edelstone louis gerhardy semiconductor capital equipment steven pelayo bill lu specialized julie santoriello systems hardware storage rebecca runkle april henry wireline wireless networking alkesh shah arindam basu all s
