Global Technology, Media and Telecommunications Conference

Field Trip Information

Please contact your Barclays sales representative for information regarding attendance on the Field Trips. Space is limited and by invitation only.

West Coast Technology Bus Tour

Date & Location:	Monday, December 7 – San Francisco/Silicon Valley
	Thursday, December 10- San Francisco/Silicon Valley
Analysts:	Raimo Lenschow Blayne Curtis Saket Kalia Andrew Gardiner

Monday, December 7

9:00am - 10:00am	Intuit(INTU) Jerry Natoli, VP, Corporate Finance & Treasurer Matthew Rhodes, VP, IR & Corporate FP&A
10:30am - 11:30am	Hortonworks (HDP) Scott Davidson, CFO Brian Marshall, VP, Corporate Development
12:00pm - 1:00pm	ServiceNow, Inc. (NOW) Mike Scarpelli, CFO Jimmy Sexton, Finance & Corporate Development Dominic Phillips, IR
1:30pm - 2:30pm	FireEye (FEYE) Management TBD
3:00pm - 4:00pm	Juniper Networks (JNPR) Denise Shiffman, VP Product Management - Switching, Security, NFV
5:30pm	Group Dinner Management TBD

Thursday, December 10th

TBC	ARM Holdings (ARM LN) Tom Lantzsch, EVP Strategy
TBC	Intel (INTC) Management TBD
2:00pm - 3:00pm	VMware (VMW) Raghu Raghuram, EVP & General Manager Software-Defined Data Center Division
3:30pm - 4:30pm	Cavium (CAVM) Syed B. Ali, Founding Chairman, President & CEO Gopal Hegde, VP/GM, Server Processor

*Barclays Equity Research’s View:

The Barclays U.S. TMT Equity Research team is pleased to host its annual Technology Bus Tour on Monday, December 7th, 2015 and Thursday, December 10th, 2015 around the Barclays Global TMT Conference in San Francisco. The tour provides a unique opportunity to connect with key individuals at various technology companies to discuss the ideas and strategies currently shaping the technological landscape. This two day event will feature a host of high profile names from the TMT universe including VMware (VMW), Cavium (CAVM), FireEye (FEYE), Juniper Networks (JNPR), Intuit (INTU), Hortonworks (HDP), ServiceNow (NOW), Intel (INTC) and ARM Holdings (ARM LN).

*Travel Details

Ground transportation will be provided to all meetings.

**Stock Rating & Industry View

Overweight - The stock is expected to outperform the unweighted expected total return of the industry coverage universe over a 12-month investment horizon.

Equal Weight - The stock is expected to perform in line with the unweighted expected total return of the industry coverage universe over a 12-month investment horizon.

Neutral - industry coverage universe fundamentals/valuations are steady, neither improving nor deteriorating.

All relevant research reports including disclosures can be accessed at https://live.barcap.com. In addition full disclosures on each covered company, including details of our company-specific valuation methodology and risks, can be found at http://publicresearch.barcap.com.

Barclays aims to observe the highest legal and ethical standards when offering gifts and entertainment. By accepting this invitation you confirm that you are not in breach of any policy, code, rule or law which may restrict or prohibit you from accepting this invitation and receiving any hospitality, should any be provided in connection with this event.

Any opinion or other information provided by any third party speaker at this event is personal to the speaker and is not given or endorsed by Barclays.

Barclays seeks to conduct business in accordance with the highest ethical standards and to comply with applicable rules concerning the provision of hospitality, gifts and other benefits to public officials and similarly regulated persons, including laws requiring Barclays to publicly report such expenditures (click this link for definition). Barclays may provide food, beverages and other benefits in excess of $50 at this event. If you are subject to restrictions regarding the receipt of such benefits, Barclays will work with you to make alternate arrangements, e.g. to decline or reimburse the cost of such hospitality. Please email the Event and Roadshow Marketing contact located on the invitation home page if you require itemized cost details for compliance or reporting purposes. They will connect you with the appropriate person in our Compliance Department.

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