in depth morgan stanley dean witter please refer to important disclosures at the end of this report page 1 industry equity research north america overview april 2001 mary meeker 212 761 8042 morganstanley com fabrizio cascianelli 8949 assistance provided by margaux butler and leonid shimunov technology & internet ipo yearbook 7th edition 21 years tech investing business intelligence software joseph farley communications david raezer computer services togut electronics manufacturing shelby fleck scott craig julie santoriello enterprise infrastructure vinay shah hardware imaging rebecca runkle solin cho new media ecommerce pc mark mahaney b2b chuck phillips ryan rathman consulting application michael sherrick data networking christopher stix george kelly jeff camp henry richard lee telecom equipment wireline wireless alkesh lynch jackson advertising direct marketing russell storage devices gillian munson sterling levy semiconductor capital jay deahna steve pelayo semiconductors edelstone louis gerhardy john cross yumi