Announcements

• Discuss proposed agenda for upcoming AR forums that will be held during Spring Symposium/ITxpo in Las Vegas, NV (April 6 - 10) and Barcelona, Spain (May 12 - 15
• Q&A
• Adjourn

Please mark your calendar for our next Quarterly Analyst Relations Call

Wednesday, 5 December 2007, 11:30 AM to 12:30 PM US Eastern Standard Time.

Please find agenda and dial-in numbers for the call below.
Agenda: Gartner's policy on Analyst Surveys
- Aaron Yaverski, GVP HTTP - Introductions
- Ken Davis, SVP HTTP - Presentation
- Q&A
- Adjourn

Dial-In information:
US/Canada: +1 877 883 0877
International: +1 706 634 7986
Conference ID: 26183447

Replay Information:
Encore Dial In #:(800) 642-1687 or (706) 645-9291
Encore Dates: 12/05/200715:30 EST - 03/05/2008 17:00 EST

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.

Please mark your calendar for our next Quarterly Analyst Relations Call

Thursday, 27 September 2007, 11:30 am to 12:30 pm, US Eastern Standard Time.

Please find agenda and dial-in numbers for the call below.
-Aaron Yaverski, GVP HTTP Product Management - Welcome/introductions.
- Jenni Lehman, GVP Research – Discussion of Gartner’s NDA Policy
- Q&A
- Adjourn

Dial-In information:
US/Canada: +1 877 883 0877
International: +1 706 634 7986
Conference ID: 17812891

Replay Information:
Encore Dial In #:(800) 642-1687 or (706) 645-9291
Encore Dates: 09/27/2007 14:30 EST - 12/27/2007 11:30 EST
Conference ID: 17812891

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.

Mark your calendar for our next Quarterly Analyst Relations Call on
Thursday, September 27, 11:30 am to 12:30 pm, US Eastern Standard Time.

Who Should attend?
Vendor analyst relations professionals
Vendor marketing professionals
Vendor public relations professionals
One week before the call, dial-in details, agenda and speakers will be e-mailed to you and posted to the Vendor Relations page on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.

To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Mark your calendar for our next Quarterly Analyst Relations Call on 20 June 2007, 11:30 AM to 12:30 PM US Eastern Standard Time.
Dial-In information may be found below:

Aaron Yaverski, GVP HTTP Product Management - Welcome/introductions.
Gareth Herschel, Research Director - Get the Most Out of Your Relationship with Gartner.
Q&A
Adjourn

Dial-In Number(s):
US/Canada Dial-in #: +1 877 883 0877
Int'l/Local Dial-In #: +1 706 634 7986  
Conference ID: 9520731

Encore Dial In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 6/20/2007 15:30 EST - 9/20//2007 17:00 EST

To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Featured speakers:

• - Aaron Yaverski, GVP HTTP Product Management - Overview of Recent HTTP Product Offerings.


• - Stacey Hawkins, Managing VP, Research - Presenting on and discussing the new Magic Quadrant research note format.


• - Nancy Erskine, GVP Office of the Ombudsman - Updated Vendor Escalation Process
• - Q&A
• - Adjourn

Occasionally, we correct published Gartner research documents. Generally, these changes are simple (for example, spelling or content changes that do not affect the meaning of the document). However, sometimes the changes are more substantial (for example, we find that the original did not meet Gartner quality standards, or forecasts or estimates are corrected). In these cases, clients who have viewed the document on gartner.com will be notified of the change via e-mail. That e-mail will include an explanation of what we corrected and why it was done. In addition, we post these changes on the home page of gartner.com in the Corrections section.

Clients who purchased reprints of these documents will also receive notice that the document was corrected and will be asked to update any links they have established.

Gartner's Office of the Ombudsman handles more than 100 issues a month – many having to do with Gartner Research. As we start to dig into these issues, sometimes it becomes clear that an issue could probably have been handled without the involvement of an ombudsman – a discussion with analysts and/or their manager would have cleared it up. We therefore crafted a short guide and illustrative flow diagram to help high tech and telecom providers understand their best course of action if they have a concern about the objectivity, accuracy or completeness of Gartner Research.

If in doubt, never hesitate to contact the Office of the Ombudsman at ombudsman@gartner.com or +1 203 316 3334, and we'll happily help.

• - Aaron Yaverski, GVP HTTP Product Management - Overview of Recent HTTP Product Offerings.
• - Stacey Hawkins, Managing VP, Research - Presenting on and discussing the new Magic Quadrant research note format.
• - Nancy Erskine, GVP Office of the Ombudsman - Updated Vendor Escalation Process
• - Q&A
• - Adjourn

• Wednesday, March 21, 11:30 am to 12:30 pm, US Eastern Standard Time


• Wednesday, June 20, 11:30 am to 12:30 pm, US Eastern Standard Time


• Wednesday, September 19, 11:30 am to 12:30 pm, US Eastern Standard Time


• Wednesday, December 5, 11:30 am to 12:30 pm, US Eastern Standard Time

• Vendor analyst relations professionals
• Vendor marketing professionals
• Vendor public relations professionals

One week before the call, dial-in details, agenda and speakers will be e-mailed to you and posted to the Vendor Relations page on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com. To add your name to our analyst relations e-mail distribution list, please contact vendor.relations@gartner.com.

Contact: Aaron Yaverski, +1 203 316 3264

• Vendor analyst relations professionals
• Vendor marketing professionals
• Vendor public relations professionals

• Nancy Erskine, GVP Office of the Ombudsman
• Aaron Yaverski, GVP HTTP Product Management

• Allison Fletcher, Vendor Relations Manager

29 September 2006
Gartner Analyst Relations Teleconference 2 October at 11:00 AM U.S. EDT

A message from Nancy Erskine

Please join me for an Analyst Relations call where we’ll share with you details about a new effort that Gartner has underway for high tech and telecom companies. Joining me will be Ken Davis, Senior Vice President, Gartner, who is heading up this effort. He’ll be able to tell you details of the program, what it means to Analyst Relations professionals, who’s on his team, and what you can expect in the coming months.

This call will only be a half-hour long, because we know how busy all of you are at this time of the year. And of course it’s really short notice, but we did want to get the word out to you before U.S. Symposium, in case you have questions or want to meet with Ken or his team at the event.

I really hope you can make it. We will be recording it for later playback, however, if you can’t.

Dial-In Number(s):
US/Canada Dial-in #: (877) 230-5050
Int'l/Local Dial-In #: (706) 634-8062

Conference ID #: 7354891

Encore Dial-In #: 800 642 1687 or (706) 645-9291
Encore Dates: 10/02/06 12.30 EST - 10/16/06 23:59 EST
Encore ID #: 7354891

15 September 2006
Fall 2006 Symposium Orlando, FL – Analyst Relations Plans

A message from Nancy Erskine

We have reserved the Peacock 1 and 2 at the Swan Hotel for Analyst Relations professionals to have a quiet place to work. It will be open from Monday, 9 October through Thursday, 12 October.

Gene Hall, Gartner’s CEO, will present to Analyst Relations professionals on Tuesday, 10 October from 2:00 p.m. to 3:00 p.m. in the Lark 1 & 2 Rooms in the Swan Hotel. I can’t share full details of Gene’s discussion plans right now, but I can promise you it will be worth your time to attend if you will be in Orlando.

Larry Perlstein and I will be in Orlando, and if you would like to meet with either or both of us, please send an email to ombudsman@gartner.com.

Nancy

7 September 2006
Replay of Gartner Quarterly Analyst Relations Call - 6 September 2006

Gartner Invest Product

Featured speakers:

Jennifer Beck, Vice President, Research Executive Management
Alexa McCloughan, Vice President– Business Manager
Martin Reynolds, Managing VP & Gartner Fellow – Research Team Manager

In this call, Jennifer, Martin & Alexa discuss the Research Process for creating deliverables as a part of our Gartner Invest product. The process differs from our traditional processes and the content does, too – all for good reasons, which they share.

Listen to this replay to hear their comments and responses to questions.

Replay of the Voice Conference

Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 09/06/2006 12:30 EST - 11/30/2006 23:59 EST
Encore ID#: 4237059

28 August 2006
Next Gartner Quarterly Analyst Relations Call: 6 September 2006

Mark your calendar for our next Quarterly Analyst Relations Call on 6 September 2006, 11:30 am to 12:30 pm US Eastern Standard Time. We will send details on the agenda one week prior to the call. Here is the dial-in information:

Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 4237059

Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 09/06/2006 12:30 EST - 11/30/2006 23:59 EST
Encore ID #: 4237059

Plan Ahead

Mark your calendar now for the last Quarterly Analyst Relations call for 2006. The call will be held on the first Wednesday of the last month of quarter at 11:30 am US Eastern Time. The date for upcoming call is as follows:

Dec 6, 2006

One week before the call, dial-in details, agenda and speakers will be emailed to you and posted on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com. To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Sally Pinkerton
Vice President, Vendor Relations

27 June 2006
Update - Gartner Research Organization Change
A message from Peter Sondergaard

The Gartner Research Group recently reorganized internally to better align and deliver to the client constituencies it supports. During our initial communication with vendors we received requests for further details of the organization structure. The attached snapshot of the new organization will provide you with the Group and Team level structure along with the names of the research managers and their associates. This information, combined with the analyst coverage map on Gartner.com, completes the linkages between analysts, their areas of research, and their reporting manager.

It is in all our collective interest to provide this information to the vendor community to help facilitate the research process and to ensure open and direct communication with vendors.

Peter Sondergaard
SVP, Gartner Research.

If you have any questions regarding this message, please contact vendor.relations@gartner.com.

5 June 2006
Agenda for Gartner Quarterly Analyst Relations Call – 7 June 2006

11:30 AM - 12:30 PM US E D T / 4:30 PM - 5:30 PM BST / 5:30 PM - 6:30 PM CEST
Please find agenda and dial-in numbers for the call below.

Who should attend?

Vendor analyst relations professionals
Vendor marketing professionals
Vendor public relations professionals

Agenda

Nancy Erskine, GVP Office of the Ombudsman - Welcome/ Introductions

Jackie Kahle, GVP Research Business Development - Jackie will provide details on new product offerings as a part of our ongoing Dataquest revitalization:

New Semiconductors Product – Memories
New PDA/SmartPhones Q-stats product and new single-user Q-stats pricing
Re-configured and segmented Communications clusters
Re-vitalized Security Solutions and new IT Marketing and Channels
Strategies clusters

Jenni Lehman, GVP Research Operations and Stacey Hawkins, MVP Research Methodology – Jenni and Stacey will provide an update on their roles and responsibilities in the new research organization

Sally Pinkerton, VP of Vendor Relations – Sally will review the Vendor Relations Client Satisfaction Survey Results for 2005

Q&A

Adjourn

Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 9917298

For Replay:
Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 06/07/06 12:30 EST - 09/07/06 23:59 EST
Encore ID #: 9917298

9 May 2006
Join Peter Sondergaard for an Important Gartner Announcement

Please join Head of Gartner Research Peter Sondergaard on Wednesday, 10 May, 11 AM to 12 PM U.S. Eastern Daylight Time, for an important announcement. Peter will provide details about some exciting changes in the Gartner Research organization and what they mean to vendors.

We realize this is really short notice, so we are recording the session for playback. If you are unable to attend live, a recording will be available starting shortly after the call (see Encore Dial-In information below).

Call details:
Dial-In Number(s):
US/Canada Dial-in #: (888) 545-8491
Int'l/Local Dial-In #: (706) 679-4068
Conference ID # 9136990
Encore Dial-In #: (800) 642-1687 or (706) 645-9291
Encore Dates: 05/10/2006 12:30 EDT - 08/31/2006 23:59 EDT
Encore ID #: 9136990

Agenda

Nancy Erskine, GVP and Office of the Ombudsman and Sally Pinkerton, VP of Vendor Relations - Welcome/introductions

Gartner Research VP Laura McLellan - Laura will share her unique and insightful recommendations for Analyst Relations professionals. Her practice area in Gartner is IT vendor marketing and sales strategies; Analyst Relations is a part of that practice. In her presentation she will discuss:

• Approaches to AR – centralized vs. decentralized -- what will work for you
• How AR is perceived by analysts
• Internal and external communication practices

• How to seek analyst attendance at your events
• What’s the latest on vendor-paid travel
• Focus: The most frequently misunderstood parts of the process
• Updates and reminders:
• Audiotaping of Vendor Briefings – a benefit to you as well as to our analysts
• Web demos – why it’s essential that your presentation materials are submitted on time
• Best practices for submitting urgent requests

Plan Ahead
Mark your calendar now for all Quarterly Analyst Relations calls through 2006. Calls will be held on the first Wednesday of the last month of each quarter at 11:30 am US Eastern Time. The dates for upcoming calls are as follows:

June 7, 2006
Sept 6, 2006
Dec 6, 2006

One week before each call, dial-in details, agenda and speakers will be emailed to you and posted on gartner.com. A replay will also be available after the call for those who cannot attend.

Please forward your ideas for topics for future calls to vendor.relations@gartner.com.
To add your name to our analyst relations email distribution list, please contact vendor.relations@gartner.com.

Thank you

A message from Jenni Lehman – Vice President, Research Methodologies

Gartner analysts have begun releasing research using a new format of research note called “Findings”. Findings join the standard note types and the newer research delivery vehicles such as podcasts and blogs broadening the ways that Gartner research can be absorbed and enjoyed.

What is a Findings Note?
Findings are short, straight to the point summaries of the topics and insights generated from Gartner research meetings and client interactions. They provide a fast track for analysts to comment on hot issues, new trends, and interesting data points. These notes extend the value of Gartner research by offering perspectives early in the research cycle and by sharing ‘top of mind’ thinking from our research communities. Findings compliment Gartner’s comprehensive research deliverables and in-depth analysis.

Specifically, the goals of Findings are to:

• Provide value by publishing research topics earlier in the research process
• Increase research relevancy by responding to topics quickly
• Draw clients into Gartner research as it is being developed – an extension of our collaborative environment
• Deliver breaking research with more “immediacy” and impact

Gartner's brand differentiation and therefore our business are based on our research integrity. Even the appearance of compromised integrity is unacceptable. For this reason, during Gartner conferences our analysts are not allowed to participate in special events, paid for by vendors, where attendees are solely Gartner and vendor associates. This policy ensures that our analysts are available to all conference attendees.

Update: If you would like Gartner analysts to participate in any vendor-sponsored event at a Gartner conference, please send an email to ombudsman@gartner.com or call us at +1 203 316 3334 with the following information:

Names of Gartner analysts you would like to invite; Number of end users you would like to invite (remember, end-user invitations are required); and Venue of event. Our general guideline here is that venues optimized to conduct business-oriented discussions are OK; "social" venues (for example, theatre, sporting events) are not. Just as with vendor surveys, our analysts will accept these invitations only when they receive approval from the Ombudsman.

This policy hasn’t been modified to make it more difficult to get to our analysts; it's been changed because a number of vendors have scheduled some very "social" venues for these gatherings, where the risk of the appearance of compromised integrity is so great that we believe we need to review all requests.

Gartner takes compliance with our Copyright and Quote Policy very seriously. It's important to us because it protects the integrity of our brand and our reputation for independence and objectivity. It's important to IT vendors and users as well, because it enables our analysts to express their views candidly, without fear of being misquoted, taken out of context, or used by competitors to either promote or disparage IT products or services.

We work with our clients every day to approve external uses of our name and research within the guidelines of our policy, and find that the vast majority of our clients respect our processes. In those cases where they do not, there are a range of actions available to Gartner, which may include, but are not limited to:

• Escalation to your senior management and CEO
• Imposition of quote bans on all uses of the Gartner name and research
• Corrective announcements posted on the Ombudsman page of www.gartner.com
• Termination of services
• Please report all violations to quote.requests@gartner.com.

We are pleased to announce that a list of all Magic Quadrant and MarketScope market research is now available on gartner.com. This new practice responds to many requests from vendors and users for greater transparency into our market research process and plans. Please keep in mind that these are planned dates and that they may change throughout the year. We update the list with changes as they occur. Please contact Jenni Lehman, VP Research Methodology, if you have questions.

On a recent series of client visits in the Bay Area, I got some fantastic feedback from vendor clients, which I'm now working through diligently. A request that came up a number of times was to get a glimpse into Gartner's vendor product strategy. The good news is that there is a lot to talk about. Robin Kranich has agreed to participate in an Analyst Relations teleconference to describe what we have cooking and to answer your specific questions. Here are a few of the areas that she will touch on:

• How Gartner is organizing our product and content organizations to address the Business of Research and the Research Business
• Gartner's market-based approach to product management and implications to the vendor marketplace
• Gartner's commitment to the Dataquest line of business and our plans to invest in it
• Steps Gartner has taken and will take toward transparency to our clients
• Gartner's plans to bring together the recent end-user-focused Industry Advisory Services with the Dataquest industry offering

• US/Canada Dial-in #: (888) 545-8491
• Int'l/Local Dial-In #: (706) 679-4068
• Confirmation ID#: 8824787
• Please read below for further details *

You may have noticed that gartner.com got a facelift over the weekend. And on July 21, 2005 Gartner is announcing enhancements to our services to better address unique industry technology challenges and to better address specific client needs and priorities. These enhancements include:

• Stronger vertical industry coverage; and
• Greater input from clients in shaping Gartner's research agenda (with industry services now focusing on top client issues)

• Toll-free (US only): 1-800-260-2140
• Toll-free (Canada only): 1-866-701-6338
• International Direct Dial: 1-617-231-2053

If you missed this quarter's Analyst Relations call and are interested in hearing about updates to the Magic Quadrant and frequently misunderstood quote policies, listen to the replay.

Gartner instituted key updates to the Magic Quadrant and MarketScope Research Methodologies and Processes. We launched this initiative to leverage the best of both Gartner and Meta Qualitative Market Analysis methodologies. The goal was to increase transparency, consistency and predictability for Vendors, and to improve the value of these deliverables for our User Clients. Markets are now defined and will be posted on gartner.com

The markets Gartner plans to cover over a one year period have been reviewed and approved by the SRB. The approved list is driven by client need and market opportunity, and will be posted on gartner.com in the near future with the publication date and the planned refresh date. Additional markets may be added at the discretion of the Analyst, Agenda manager, and the SRB.

Standardized tools and templates

A team of Analysts have reviewed Gartner and Meta analysis tools and writing templates and developed new tools and templates, reflecting best practices from each. The output of this effort includes a set of tools which create consistency in our approach and the way the research is presented on gartner.com.

Template changes ensure that all information pertaining to the Magic Quadrant or MarketScope is available in one document, including:

• Market definition
• Inclusion criteria
• Standard evaluation criteria with weightings specific to the market -low, standard, high
• Market Analysis
• Vendor comments

• A Special Report showcasing the new research will be published in the September/October timeframe. An outline of the methodology and how to use the research will be included.
• We are planning focus groups at Fall Symposium to get feedback on the new research and process. We request your participation in this research so we continue to refine and improve the process!

We recently updated our policies to ensure our intellectual property is not taken out of context and therefore possibly misunderstood by those reading it.

The new policy is that if a Magic Quadrant, Vendor Rating or MarketScope graphic is extracted for use in presentations, the entire Research Note must be made available to the audience. Why have we done this? Because if the graphic is presented by itself -- without the context of its explanatory content -- it can easily be misunderstood. For example, without context viewers might think the only vendors worth considering in a Magic Quadrant are those in the "Leaders" quadrant. This is clearly not our intent, but viewers would not know this unless they read the Research Note surrounding the graphic.

This change ensures the policy is consistent for all of these graphical excerpts. (This has always been our policy for extracting these graphics, with the exception of use in presentations to a limited audience.)

The second change is that Magic Quadrant, Vendor Rating and MarketScope graphics may not be used in advertising. The reasoning is the same: without explanation, these graphics could easily be misunderstood by the audience viewing them.

View the updated policy.

Please refer any questions to quote.requests@gartner.com.

Our updated First Take review policy allows vendors at least four hours, in the time zone of their headquarters, to provide feedback on the facts. Previous policy was two hours.

Gartner's brand differentiation and therefore our business is based on our research integrity. Even the appearance of compromised integrity is unacceptable. For this reason, during Gartner conferences our analysts are not allowed to participate in special events, paid for by vendors, where attendees are solely Gartner and vendor associates. This policy ensures that our analysts are available to all conference attendees.

If you missed this quarter's Analyst Relations call and are interested in hearing about updates to the Magic Quadrant and frequently misunderstood quote policies, listen to the replay.

In December 2004 we released a simple page which pairs analysts with their coverage areas. Upon completion of our acquisition of META Group in April, we integrated all former META analysts. Use this if you would like to get a complete list of analysts who cover certain topics or would like to know the focus area of a particular analyst.

We have expanded our staff to better serve your needs. Larry Perlstein joined the Office of the Ombudsman in January 2005, and Kimberly Wheeler in November 2004.