morgan stanley us investment research this memorandum is based on information available to the public no representation made that it accurate or complete not an offer buy sell a solicitation of securities mentioned & co inc and others associated with may have positions in effect transactions companies also perform seek banking services for those february 1996 mary meeker 212 761 8042 mmeeker ms com technology new media chris depuy 6562 depuyc internet report global group data networking george kelly pc software hardware enterprise chuck phillips server steve milunovich telecommunications equipment neil danzger computer mark wolfenberger semiconductors alan rieper semi equip wireless peripherals robert maire design alkesh shah distribution shelby fleck cross industry bob austrian european angela dean japanese takatoshi yamamoto mitsuko morita noriko oki asia pacific electronics richard wei other contributors economist roach publishing doug arthur stephanie comfort cable television rich bilotti financial
