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
, which are seeing the rate of revenue growth slow down;
, which is once again the
subject of speculation that it will merge with a rival such as
, which will take the floor shortly after it's scheduled to post its quarterly results; and
, which may be facing a formidable new competitor in
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.
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