What's Next for Tech? Eyes Turn to H&Q Gathering

Money managers are looking for clues at the conference.
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SAN FRANCISCO -- Fund managers and technology executives will gather in San Francisco this week for the first major investment conference since the unsettling correction in technology stocks this month.

Wall Street often uses the

Hambrecht & Quist Annual Technology Conference

as a chance to take stock of their technology holdings ahead of the sluggish summer months. Unlike

last year, when Internet companies were brimming with confidence, the talk this time around will likely center on whether the huge rally in Net stocks has finally run its course.

Now the bar is higher. Tech companies will need to do more than dust off their aging soft-shoe presentations to sustain the interest of these deep-pocketed investors. Executives will no doubt be pressed to address a scenario of more declines in their shares if individual investors, who have taken control of many Net issues, continue to shift their holdings from tech to more economically sensitive stocks.

Others that may face pressing questions may include portals such as

Yahoo!

(YHOO)

, which are seeing the rate of revenue growth slow down;

@Home

(ATHM) - Get Report

, which is once again the

subject of speculation that it will merge with a rival such as

RoadRunner

;

Amazon.com

(AMZN) - Get Report

, which will take the floor shortly after it's scheduled to post its quarterly results; and

Exodus Communications

, which may be facing a formidable new competitor in

Intel

(INTC) - Get Report

.

The conference, held at the

Westin St. Francis

hotel, runs April 26 to 29. More than 320 public and private companies will present, and thousands of money managers and financial professionals will listen in.

TheStreet.com

will be there to provide its blend of breaking headlines and news analysis.

TSC Conference Coverage

Thursday, April 29

  • Nvidia Plays King of the Hill
  • Netopia Aims Small
  • ARM -- A Real-Life Rambus
  • Qualcomm Moves From Cell Phones to Chips

Wednesday, April 28

Buysiders Embrace Absurdity

What Your Companies Don't Want You to Know

Exodus Calms the Concerned

Converging on Broadcom

eBay Butters Up Butterfield

USWeb/CKS' Long Slog Back

Tuesday, April 27

CSG's Stake in an AT&T/MediaOne Deal

Kronos Ages Well Without Fanfare

Informix Wears .Com Hat, but It's an Uneasy Fit

Xoom.com Mulls Entry Into Auctions

Monday, April 26

Wind River Sucks In More Shares

@Home Excites, but Doesn't Talk Merger