TiE Special Interests Groups (SIG)
Panel Discussions

As the high tech industry went through its worst-ever slump, one sector - Consumer Chips - was remarkably strong. This strength was seen in startups and incumbents in Asia as well as in the US, and led Sigmatel to be the first semiconductor IPO in two years. Will this trend continue or will Consumer Chips be a contrarians investment strategy for times when other sectors in the semiconductor world are beaten up? With our distinguished panelists we will discuss Consumer Chip trends as they foresee them.

• Who are the primary drivers of the Consumer Chip world?
  - Are there distinguishing characteristics of Consumer Chip companies that have dominated over time?
  - In which consumer technology sector can startups find competitive advantages over incumbents?
• Will the high cost of silicon development prevent startups from getting funded?
  - How should companies, startups and incumbents, work towards lowering capital requirements?
  - What role does Software play in the Consumer Chip world?
• What is role of Silicon Valley in the Consumer Chip market? Will Asia dominate?

Speakers:

• Moderator: Yatin Mundkur, Managing Director, TeleSoft Partners
• Rob Chaplinsky, General Partner, Mohr Davidow Ventures
• Bob Duboc, President & CEO, Reflectivity
• Dennis Segers, President & CEO, Matrix Semiconductor
• Richard Williams, President & CEO, CTO, Advanced Analogic Technologies
• Ron Yara, General Partner, Tallwood Venture Capital

As the year is coming to a close, the industry leaders will review the challenges, successes and failures the Life Sciences industry faced in 2003 and what trends they expect in 2004. Given the market conditions in 2003, how are the life science industry players preparing themselves for 2004? Are they optimistic, cautious or pessimistic? How are the industry players making investment decisions? What makes an opportunity an attractive investment, what is the process of valuation? What new partnering trends can we expect in 2004? The panelists will discuss their individual areas of expertise with special emphasis on emerging technologies, business models, exit strategies including IPO window. The format will allow for a rich discussion amongst the panelists and interaction with the audience.

Speakers:

• Moderator: Nandini Tandon, Ph.D., Chairperson. TIE Life Sciences SIG, Charter member TIE
• Annette Bianchi, Managing Director, Pacific Venture Group
• Brian Cunningham, Life Sciences Practice, Cooley Godward
• Fred Dorey, Life Sciences Practice, Cooley Godward
• Mir A. Imran, President, InCube Laboratories, Inc
• Heath Lukatch, Ph.D. Managing Director, Piper Jaffray Ventures
• Nalini Murdter, Ph.D. Sr. Director, Strategic Programs and Business DevelopmentBCS, Life Sciences and Chemical AnalysisAgilent Technologies, Inc.
• Pedro Santos, Director in the Corporate Value Consulting group, Standard & Poor's (S&P CVC)
• Andrew Singer, Managing Director, Petkevich Group, LLC
• Robert G. Wilson III, Managing Director and Head of Healthcare Investment Banking, RBC Capital Markets

There is no question that more and more people and businesses purchase goods and services online and that this trend continues to increase. In the dot.com days, we saw a number of companies started in an attempt to capitalize on the potential opportunities presented in the eCommerce space. Some have survived and are thriving today. Despite the dominance of eBay, Yahoo and others, the potential is clearly enormous.

• Why did these companies survive?
• What did these companies do right?
• What is the next wave of emerging opportunities in eCommerce?

Speakers:

• Moderator: Anita Rao, Vice President, Enterprise Software, Garage Technology Ventures
• Nikhil Behl, Vice President Strategy & Development, HPShopping.com
• Priscilla Hung, Director, Global Channels & Alliances, Ariba Inc.
• Dave McClure, Director, eBay/Paypal
• Munjal Shah, President & CEO, Andale