Keynote: Leon Panetta (keynote overview)

(General Session I)
Gartner Predictions: The Future of IT
Speaker: Al Lill, Research Vice-president and Distinguished Analyst

We've all heard the now fashionable claims that IT is no longer a source for competitive advantage, that the innovation of the dotcom years was illusory, that the only route for IT budgets is slash and burn. While the pressure on IT remains intense, the opportunities that will drive the next turn-around are becoming clearer. This session presents Gartner’s predictions about the future of IT and offers advice on how to exploit the investment opportunities related to these predictions.

(General Session II)
The CIO Agenda
Panel Moderator: Daryl Plummer, Sector General Manager and Chief Gartner Fellow

Panelists:
Tsvi Gal, CIO, Warner Music
John Fox, VP, Johnson & Johnson

In a volatile economy, CIOs must lead and manage to drive enterprise effectiveness. In this panel, CIOs will discuss their technology priorities – including improving security, speeding innovation and managing risk and costs.

(General Session III)
Title: "Emerging Technologies: What's Cooking in the Labs?"
Panel Moderator: Jackie Fenn, Vice President and Gartner Fellow

Panelists:
Afsaneh Naimollah, President and CEO, Chela Technology Partners
Dr. Alfred Spector, Vice President of Services and Software, IBM
Mahadev Satyanarayanan, Carnegie Group Professor of Computer Science, Carnegie Mellon University and Director, Intel Research Pittsburgh
Rich Friedrich, Director, Internet Systems and Storage Laboratory, Internet and Computing Platforms Research Center, HP

The human passion for innovation and invention continues no matter what the state of the economy or the mood of the investment community. In this panel, Gartner analysts and representatives from leading industrial and academic research labs will discuss which IT research projects will find their way to commercial success in the coming decade.

This panel will address:

• Which emerging and embryonic technologies are fermenting in the research labs?
• What are the most significant opportunities arising from emerging information technology?
• How will research labs improve commercial exploitation of their research?

(General Session IV)
Title: The Changing Economics of Wall Street
Panel Moderator: Al Lill, Research Vice-president and Distinguished Analyst

Panelists:
Ricardo Di Mascio, CEO, Inalytics Ltd.
Kei Kianpoor, CEO, Investars
Pete Jenkins, Head of Equity Trading, Deutsche Asset Mgt
Edward A.H. Siedle, President and Founder, The Benchmark Companies
Nancy M. Smith, Former Director, Investor Education and Assistance, SEC, Former Director, Securities Division, State of New Mexico
John F. Phinney, Senior Vice President, Business Executive, JPMorgan Information Products.

Session Description: The fundamental business models, let alone the economics of the Investment Industry have undergone dramatic changes in the last 3 years. Yet with increasing pressures from clients and regulators alike, this economic revolution is far from over. Who should pay for Research? What is the value of Research? How can trade execution be held hostage by, and yet impact the value derived from Research? Does a combination of pressures on commissions and soft dollars force an increase in management fees? Each of these issues may indicate an increasing need to identify and resolve potential conflicts of interest as a practical matter of managing an investment business today. Each of our panelists will be offering their particular view on how the "Changing Economics of Wall Street" is being experienced and managed by their firms.  

(General Session V)
IT Spending News: The Latest Findings from Gartner IT Watch
Speakers: Martin Reynolds Group Vice President and Research Fellow,
Scott Evans, Managing Vice President, Primary Research Organization

Session Description:

• When is technology spending likely to show the greatest growth?
• Who are the preferred vendors?
• Which technology products or services stand out as major avenues for growth?

Track 1: Wireless and Communications
Session Title: Evolving Marketplace Dynamics: Who's Ready?
Panel Moderator: Dean Eyers, Group Vice-President

Panelists:
Mike Harris, Managing Vice President, Industries Sector, Communications / Network Services Management
Tim Smith, Managing Vice President, Industries Sector, Communications / Public Infrastructure Management

Session Description:
The market for next generation network equipment and services has been on a tumultuous ride from over-enthusiastic hype to near-demise. Vendors of fixed and wireless equipment and services are going through the most turbulent period in their history with many players disappearing and the survivors reeling. Will they be able to meet enterprises demands - today and tomorrow? A single converged network supporting voice, data, video and storage over wired and wireless infrastructure is the utopian solution enterprises have been chasing for years. Almost all the technologies needed to build this network exist - but vendors' business models have to evolve to better meet market needs.

This session will examine:

• Gartner forecasts for various market segments
• Which vendors will successfully bridge the current networking gap and how will the market evolve
• Which service providers will survive, thrive or fail

Track 2 : Semis and IT infrastructure
Session Title: Scoping the Opportunity in a Rebounding Market
Panel Moderator: Martin Reynolds, GVP and Research Fellow

Panelists:
Jeremy Donovan, Research Vice President, Hardware & Systems Sector, Emerging Technologies & Applications
Richard Gordon, Research Vice President, Hardware & Systems Sector ETS – Devices
Arnie Berman, Chief Technology Strategist, Soundview Technology Group

Session Description:
As we cross the midpoint of 2003, there are rapidly developing signs of a semiconductor industry rebound. On the supply side, higher fab capacity utilization; low semiconductor inventory levels; and record unit shipments require only price recovery to return the industry to robust growth.

On the demand side, sophisticated cellphones, computers, wireless networking, and digital consumer equipment took advantage of the semiconductor downturn to beef up their capabilities at rock-bottom prices. The stage is set for demand in 2004 to push prices upwards, delivering the final factor needed for a robust semiconductor industry recovery.

This session will address:

• Semiconductor Supply Factors including inventory, average selling prices, and fab capacity utilization
• Semiconductor Demand Factors by Key End Application Market
• Hot Business Topics such as 90nm and 300mm manufacturing as well as the ensuing battle between integrated device manufacturers and fabless chip companies

Track 3 : Enterprise Software
Session Title: Can Enterprise SW Be the Growth Engine of the Future?
Panel Moderator: David McCoy, Vice President and Gartner Fellow

Panelists:
French Caldwell, Research Vice President, Software Sector Knowledge Workplace
Howard Dresner, Vice President, Distinguished Analyst, Software Sector Back Office & Operations
Jeff Comport, Vice President, Distinguished Analyst, Software Sector Infrastructure & Architecture
Joanne Correia, Research Vice President, Software Sector
Greg Kleiner, Principal, Infrastructure Software Analyst, Soundview Technology Group

Session Description:
New license sales of enterprise software, including application integration and middleware, business intelligence (BI), customer relationship management (CRM) and knowledge management (KM) have suffered - some areas such as CRM much worse than others. With a projection that 50 percent of vendors existing in 2000 will soon be gone or transformed, is enterprise software a Phoenix awaiting rebirth or an Iccarus with melted wings?

This panel, composed of Gartner analysts, will address:

• What is driving and inhibiting the Software Market?
• What is the size of the Enterprise SW market historically and in the future?
• What market segments will see growth and what others will decline?
• What should investors in the SW market do in this situation today and
  2 years from now?

Track 4 : Security
Session Title: Choosing the Winners in the Coming Information
Security Market Shakeout
Speaker: John Pescatore, Vice President and Gartner Fellow

Session Description:
The terrorist attacks of 2001 and continued worries about Homeland Security have brought cyber-security to the top of they hype cycle. However, the fundamental economics of enterprises haven’t changed - they can not continue to increase security spending forever. Supply already exceeds demand in many security market segments. Gartner projects that not only will the usual vendor contraction happen in emerging markets but that by 2006 major market changes will reshape stable markets and dislodge 2 out 3 market leaders.

This session will address:

• Which key factors will lead to the market shifts
• What characteristics will define the successful vendors.

Track 5: IT Services
Session Title: On-Demand and "Off-Shore" IT services: The Next Generation?

Panel Moderator: Ben Pring, Research Vice President

Panelists:
Bruce Caldwell, Principal Analyst, IT Management Sector, Sourcing
Jeremy Grigg, Research Director, IT Management Sector, BMIT & SMB

Session Description:
Technology is increasingly cheap - yet many IT Services delivered by established vendors are increasingly expensive. In these times of economic slowdown, users of IT services are getting more interested in alternatives to the dominant services providers - such as "on-demand" services and "off-shore" suppliers. These two new business models threaten to undermine growth prospects for leading US IT services suppliers.

This panel, composed of Gartner analysts, will address:

• Price trends and their impact on overall market growth prospects
• Which on-demand and offshore suppliers will become the new leaders of the IT services market
• Tier One service providers: Who will survive, who won't

Track 6: Web Services
Session Title: Web Services: The Big Get Bigger?

Panel Moderator: David Smith, Vice President and Gartner Fellow

Panelists:
Whit Andrews, Research Director, Software Sector, Application Development
Greg Kleiner, Principal, Infrastructure Software Analyst, Soundview Technology Group

Session Description:
Web Services technology continues to evolve and impact much of the software landscape. The economic conditions of today make it difficult for smaller vendors creating an environment in which mergers and acquisitions are likely. The vendors with deep pockets, already driving much of the technologies, are poised to become bigger and more powerful as they potentially acquire and develop new technologies. Yet a rebound in economic activity and IT spending, when it occurs, could power future innovations from smaller firms as well.

This session will examine:

• How innovation will happen within large vendors with resources - but also with promising up and coming vendors
• How new markets will be carved on the fringes of web services - such as the Integrated Service Environment and Web Services management