Technology, Internet & Media Conference 2014

Stifel is pleased to invite you to our 12th Annual Technology, Internet & Media Conference, to be held at The Fairmont Hotel in San Francisco, February 10-12, 2014. Please join us for informative sessions with many of the fastest growing and leading edge companies in America.

During this three-day exclusive event, clients will have access to over 250 leading public and private companies from various sectors including: communications, hardware, information and financial technology services, internet, media, semiconductors, and software. Each company session is designed to focus on the key issues that affect that particular company.

Showcased at our event will be thought leaders, including Blake Irving, CEO of GoDaddy and Michael Lewis, Journalist & Best-Selling Author of Liar’s Poker, Moneyball and The Blind Side, who will challenge our perspectives and provide additional insights on technology and industry trends.

At Stifel, we have made it our goal to provide you with a conference that can be tailored to suit your needs. From interactive company presentations, one-on-one meetings, company sponsored dinners and informal discussions, there are many opportunities to interact with the companies. This event is designed to be rich in content and maximize your interaction among corporate executives.

We hope you will be able to join us in San Francisco.

Please Join Us...

February 10-12, 2014 • Fairmont Hotel • San Francisco, California

Stifel does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Please visit the Research Page at www.stifel.com for the research disclosures applicable to the covered companies discussed.

©Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE One South Street, Baltimore, Maryland 21202

Featured Guests

Monday, February 10Blake IrvingCEO of GoDaddy

Blake Irving is the CEO and Board Director of GoDaddy, the world’s largest domain name provider and web host. Under Mr. Irving’s direction, the company has sharpened its focus on helping small businesses to grow and thrive online—from digital presence and marketing to commerce, back-office administration and peer/community support.

Prior to GoDaddy, Mr. Irving was EVP and Chief Product Officer at Yahoo!, a role in which he grew active users from 550 million to nearly one billion users—positioning them to surpass Google and Facebook as the world’s most popular online destination.

Before Yahoo!, Mr. Irving spent 15 years at Microsoft in various senior roles, most recently as Corporate Vice President of the Windows Live Platform where he was responsible for research, development and operations of Microsoft’s global online services. While at Microsoft, Mr. Irving developed and grew MSN Messenger into the world’s most successful instant messaging platform with more than 70% global share, re-architected and grew Hotmail to 270 million users worldwide, and deployed their first billion dollar advertising system, adExpert.

Mr. Irving started his career in 1981 at Xerox. He has been at the forefront of innovation, having been involved in numerous products and services that are now staples of the internet, including typography, communications on the personal computer, subscription services and back-end online advertising. From 2009 to 2010, he was a professor in the MBA program at Pepperdine University. Mr. Irving is a graduate of San Diego State and received an MBA degree from Pepperdine University. He currently resides in San Luis Obispo, CA.

Technology, Internet & Media Conference 2014

Featured Guests

Tuesday, February 11Michael LewisJournalist & Best-Selling Author of Liar’s Poker, Moneyball and The Blind Side

Mr. Lewis is a columnist for Bloomberg News and a contributing writer to Vanity Fair. His articles have also appeared in The New York Times Magazine, The New Yorker, Gourmet, Slate, Sports Illustrated, Foreign Affairs, and Poetry Magazine. He has served as editor and columnist for the British weekly The Spectator and as senior editor and campaign correspondent for The New Republic. He has filmed and narrated short pieces for ABC-TV’s “Nightline”; created and presented a four part documentary on the social consequences of the internet for the British Broadcasting Corporation; and recorded stories for the American public radio show, This American Life.

Michael Lewis has published many books on various subjects, all but one of them New York Times best sellers. His most recent works are The Big Short and Boomerang, narratives set in the global financial crisis. The Blind Side, published in 2006, tells the story of Michael Oher, a poor, illiterate African-American kid living on the streets of Memphis whose life is transformed after he is adopted by white Evangelical Christians. Before that, he wrote Moneyball, a book ostensibly about baseball but also about the way markets value people. Both of his books about sports became Academy Award nominated films. His other works include The New New Thing, about Silicon Valley during the Internet boom; Coach, about the transformative powers of his own high school baseball coach; Losers, about the 1996 Presidential campaign; and Liar’s Poker, a Wall Street story based in part on his own experience working as a bond salesman for Salomon Brothers.

Mr. Lewis grew up in New Orleans and remains deeply interested and involved in the city. He holds a bachelor’s degree in art history from Princeton and a master’s degree in economics from the London School of Economics.

Technology, Internet & Media Conference 2014

Hotel Information

To reserve rooms at The Fairmont Hotel, please call the hotel directly and advise the reservations clerk that you are with the Stifel Technology, Internet & Media Conference.

Each reservation must be guaranteed with a major credit card. All rooms not reserved in this manner by the reservation cut-off date will be released for general sale. Reservations made after this date will be handled on a space and rate availability basis only.

Monday, February 10

Tuesday, February 11

Wednesday, February 12

ScheduleSuggested attire for this conference is business casual attire.

7:00 am - 8:00 am 8:00 am - 12:00 pm 12:00 pm - 1:30 pm 1:30 pm - 5:00 pm

5:00 pm

7:00 am - 7:30 am 7:30 am - 12:00 pm 12:00 pm - 1:30 pm 1:30 pm - 5:00 pm

5:00 pm7:30 pm

7:00 am - 8:00 am 8:00 am - 2:00 pm

Breakfast and RegistrationCompany PresentationsLuncheon and ProgramCompany PresentationsCocktail Reception in Penthouse Suite

Breakfast and RegistrationCompany PresentationsLuncheon and ProgramCompany PresentationsCocktail Reception in Penthouse SuiteDinner, Drinks & Entertainment provided by Super Diamondin the Tonga Room

Breakfast and RegistrationCompany Presentations* Boxed Lunches Provided

The Fairmont Hotel950 Mason StreetSan Francisco, CA 94108(800) 441-1414$279 for the Main Building Room (single or double occupancy)$309 for the Tower Room (single or double occupancy)Reservation Cut-Off Date: January 10, 2014

Technology, Internet & Media Conference 2014

As of 2.7.14 * Private companies

Participating Companies

21Vianet Group, Inc.3D Systems CorporationAcacia Research Corporation Activision Blizzard, Inc. (1:1’s only) Adaptive Insights* ADTRAN, Inc. Aeroflex Incorporated (1:1’s only) Akamai Technologies, Inc.Alarm.com* Alliance Fiber Optic Products, Inc.Alpha & Omega Semiconductor Limited (1:1’s only) Altair Semiconductor Ltd.*Ambarella, Inc.Amdocs Limited (1:1’s only) Analogix Semiconductor, Inc.*Animoto Inc.*Answers Corporation*Applied Predictive Technologies, Inc.*AppNeta, Inc.*Aquantia Corporation*Arrow Electronics, Inc.AT&T, Inc.Autobytel, Inc.Avnet, Inc.AVX CorporationAxcelis Technologies, Inc.Axeda* Bankrate, Inc.Barracuda Networks, Inc. Basware Corporation Benchmark Electronics, Inc.BeyondTrust, Inc.* Big Switch Networks, Inc.*Billtrust*

Bravofly*Brightcove Inc.Brooks Automation, Inc.BTI Systems Inc.*BuildDirect Technologies Inc.*C7 Data Centers, Inc.*CACabot Microelectronics Corporation* Calix, Inc.Carbonite, Inc. Carmike Cinemas, Inc. Carpathia Hosting, Inc.* Cascade Microtech, Inc.Cavium, Inc. Celestica Inc.ChannelAdvisor CorporationCheck Point Software Technologies Ltd.Cinemark Holdings, Inc.Cirrus Logic, Inc.Citrix Systems, Inc. Coastal Contacts Inc. Coherent, Inc. Cohu, Inc.CommVault Systems, Inc.Concur Technologies, Inc.Constant Contact, Inc.Credit Karma, Inc.*Criteo SACSG Systems International, Inc.Cvent, Inc.Datalink CorporationDatalogix*Defy Media*DHX Media Ltd.Dice Holdings, Inc.Displaydata Ltd.*Dot Hill Systems Corp.Electro Scientific Industries, Inc.

Electronic Arts Inc. EMC Corporation Emulex CorporationEntegris, Inc. Envestnet, Inc.EPAM Systems, Inc. Everspin Technologies, Inc.*EXA Corporation Exar CorporationEXFO Inc.F5 Networks, Inc. FabrinetFairchild Semiconductor International FairPoint Communications, Inc.FARO Technologies, Inc.FEI CompanyFireEye, Inc.FireHost*Flextronics International Ltd. (1:1’s only) FormFactor, Inc.Fortinet, Inc. Fusion-io, Inc. GEO Semiconductor Inc.* Glassdoor, Inc.*Glu Mobile Inc. GoDaddy*GSI Group Inc.GSV CapitalGTT Communications, Inc. Guavus, Inc.*Halogen Software Inc. Hawaiian Telecom Holdco, Inc. Hittite Microwave CorporationIAR Systems Group ABIgnitionOne, Inc.*II-VI, Inc.IMAX Corporation Infinera Corporation

Technology, Internet & Media Conference 2014

Participating Companies (continued)

Informatica CorporationInphi CorporationIntermedia.net, Inc.*International Rectifier CorporationIntersil CorporationInTEST Corporation Intevac, Inc. (1:1’s only) Invision Inc.* iPipeline*Iridium Communications Inc. Ixia (panel only)Jabil Circuit, Inc.JDS Uniphase CorporationKEMET Corporation Kulicke and Soffa Industries, Inc.La Fourchette SA* Lam Research Corporation (1:1’s only) Lending Club*Linear Technology CorporationLinkedIn CorporationLions Gate Entertainment Corp. Liquidity Services, Inc.Littelfuse, Inc.LockerDome, LLC*LTX-Credence CorporationLuxtera, Inc.* Marin Software IncorporatedMaxim Integrated Products, Inc.MaxLinear, Inc.MaxPoint Interactive, Inc.* Mellanox Technologies, Ltd.Metaswitch Networks Ltd.*Methode Electronics, Inc.Micrel, Inc.Microchip Technology Inc. Micron Technology, Inc.MICROS Systems, Inc.

Microsemi CorporationMiura Systems Ltd.*MKS Instruments, Inc.Model N, Inc.Monolithic Power Systems, Inc.MoSys, Inc.Movea SA*MuleSoft* Multi-Fineline Electronix, Inc.Nanometrics IncorporatedNational Instruments CorporationNewport CorporationNexenta Systems, Inc.*Nova Measuring Instruments Ltd. Nutanix, Inc.*O2Micro International LimitedOclaro, Inc.Oplink Communications, Inc.Pandora Media, Inc. PC Connection, Inc.PCM, IncPeerApp Ltd.*Photronics, Inc.Plasma-Therm PMC-Sierra, Inc.Power Integrations, Inc.Powervation Limited*Proofpoint, Inc.PTC Inc. Puppet Labs, Inc.* Pure Storage, Inc.*QLogic CorporationQTS Realty TrustQuinStreet, Inc. RadiumOne* RealD Inc.Red Hat, Inc.RetailMeNot, Inc.Riverbed Technology, Inc. Rocket Fuel Inc.

Rofin-Sinar Technologies Inc.Rudolph Technologies, Inc.Safeguard Scientifics, Inc. Sailthru, Inc.* SAVO Group*SciQuest, Inc.Seagate Technology, Inc.ShoreTel, Inc. SIGFOX*Silicon Graphics International Corp.Silicon Laboratories Inc.Silver Spring Networks Six Degrees Technology Group Ltd.*Skyera, Inc.*SolidFire, Inc.* Solid State Equipment LLC* Sparta Systems, Inc.*Speed Commerce, Inc.SpiderCloud Wireless, Inc.*SPS Commerce, Inc.Stoke, Inc.*Super Micro Computer, Inc. Supertex, Inc.SurveyMonkey Inc.* Synaptics Inc.Synchronoss Technologies, Inc.SYNNEX CorporationT5 Data Centers, LLC* Taomee Holdings Limited TE Connectivity Ltd. Tegile Systems, Inc.* Telephone and Data Systems, Inc. Teradata CorporationTeradyne, Inc.Texas Instruments IncorporatedThe ExOne Company

As of 2.7.14 * Private companies

Technology, Internet & Media Conference 2014

Participating Companies (continued)

As of 2.7.14 * Private companies

Technology, Internet & Media Conference 2014

The Ultimate Software Group, Inc.TheStreet, Inc. ThreatMetrix Inc.*TIBCO Software Inc. TouchMedia* Tintri, Inc.* Troux Technologies, Inc.* (1:1’s only) TTM Technologies, Inc.Turn Inc.*Ultra Clean Holdings, Inc.Ultratech, Inc.United States Cellular Corporation Velocity Technology Solutions, Inc.*Viasystems Group, Inc.Vishay Intertechnology, Inc.ViXS Systems, Inc. VMware, Inc. WageWorks, Inc.We Heart It* WebMD Health Corp.WeddingWire, Inc.* XO Group Inc.Yodle, Inc.* Zettics, Inc.*

2014 Technology, Internet & Media Conference

Monday February 10 & Tuesday February 115:00 pmPenthouse SuiteFairmont HotelSan Francisco

As a Senior Corporate Executive in the Sector,The Stifel Technology Investment Banking Group invites you to a Private Cocktail Reception

at the close of each day’s presentationsin the Hotel’s historic Penthouse Suite

As you make your plans to attend our annual conferencein San Francisco this coming February, please plan to join us on either Monday or Tuesday night for this special reception

The Stifel Technology, Internet & Media Conference brings together management teams from more than 250 leading public and private companies and more than 500 institutional investors and provides a great venue to discuss trends, meet fellow leaders and identify opportunities

Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.

We look forward to seeing you there!

Stifel Technology Investment Banking Team

Thom Weisel Matthew Allard Cole Bader Mark BaillieJustin Bowman Bill Bunting Michael Carr David ChanleyAdam Chewning Joseph Corso Dan Covatta Craig DeDomenico Seth Ferguson Steve FolandArno GoboyanJohn J. Hendon John W. KatzenmeyerBob Kent Blake KimSteven Levy Keith Lister Zach Maurus Bill McLeod Nicholas Oust Thomas Prior Mark QuinlanBrad RaymondSeth Rubin Jason Stack