UBS Research: Technology http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=techkey UBS Research: Technology en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[UBS SemiBytes "Enterprise, Indus'l Recovery Sustains Later Cycle Stocks. ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82315|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • 2303.TW UMC

  • 2330.TW TSMC

  • CSCO.O Cisco Systems

  • AMD.N Advanced Micro Dev.

  • ATML.O Atmel

  • MCHP.O Microchip Technology

  • XLNX.O Xilinx

  • NVDA.O NVIDIA

  • IRF.N Intl. Rectifier

  • NETL.O NetLogic Microsystem

  • ONNN.O ON Semiconductor


Subjects
  • Industry Overview

  • Morning Note

]]> Uche Orji 2303.TW 2330.TW CSCO.O AMD.N ATML.O MCHP.O XLNX.O NVDA.O IRF.N NETL.O ONNN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82315|native|public|20091106225317 Fri, 6 Nov 2009 <![CDATA[Computer Services & IT Consulting "The earnings parade is almost over"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Americas Technology

  • US Technology

  • US Technology Services

  • US Diversified Technology Services

  • Americas Technology Services

  • Americas Diversified Technology Services

  • North American Technology

  • North American Technology Services

  • North American Diversified Technology Services


Companies
  • ADP.O Automatic Data Proc.

  • CSC.N Computer Sciences

  • HRS.N Harris

  • MMS.N Maximus

  • PAYX.O Paychex

  • DOX.N Amdocs

  • CVG.N Convergys

  • GIB.N CGI Group Inc.

  • SAPE.O Sapient

  • TSS.N TSYS

  • CTSH.O Cognizant Corp.

  • ACN.N Accenture

  • SRX.N SRA Intl.

  • HEW.N Hewitt Associates

  • ACS.N ACS

  • GPN.N Global Payments

  • CACI.N CACI

  • ICFI.O ICF International

  • MA.N MasterCard

  • WU.N Western Union

  • SAI.N SAIC

  • G.N Genpact

  • V.N Visa Inc.


Subjects
  • Industry Overview

  • Morning Note

]]> Jason Kupferberg ADP.O CSC.N HRS.N MMS.N PAYX.O DOX.N CVG.N GIB.N SAPE.O TSS.N CTSH.O ACN.N SRX.N HEW.N ACS.N GPN.N CACI.N ICFI.O MA.N WU.N SAI.N G.N V.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public|20091106185547 Fri, 6 Nov 2009 <![CDATA[UBS Tech: Weekly Contextual Diary "Technology Catalysts" 06-Nov-2009 Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69323|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • NOK1V.HE Nokia

  • ERICb.ST Ericsson

  • ASML.AS ASML

  • ATOS.PA Atos Origin

  • ACY.OL Acergy

  • SOWG.DE Software AG

  • TIE1V.HE Tieto

  • MCRO.L Micro Focus

  • TOM2.AS TomTom

  • TEMN.S Temenos

  • AVV.L Aveva Group

  • INFY.BO Infosys Technologies

  • WIPR.BO Wipro

  • CSMF.SI Chartered Semi

  • HCLT.BO HCL Technologies

  • 2353.TW Acer Inc.

  • 2409.TW AU Optronics

  • 066570.KS LG Electronics

  • AAPL.O Apple

  • CSC.N Computer Sciences

  • IBM.N IBM

  • INTC.O Intel

  • TXN.N Texas Instruments

  • AMAT.O Applied Materials

  • AMD.N Advanced Micro Dev.

  • ADTN.O Adtran

  • QCOM.O Qualcomm

  • ALTR.O Altera

  • XLNX.O Xilinx

  • NVLS.O Novellus Systems Inc

  • LRCX.O LAM Research Corp.

  • CVG.N Convergys

  • CY.N Cypress

  • GIB.N CGI Group Inc.

  • JNPR.N Juniper Networks

  • BRCM.O Broadcom

  • SNDK.O SanDisk

  • APH.N Amphenol

  • LLTC.O Linear Technology

  • ISIL.O Intersil

  • SWKS.O Skyworks Solutions

  • WFR.N MEMC Electronic

  • FFIV.O F5 Networks

  • FCS.N Fairchild

  • TCS.BO TCS


Subjects
  • Industry Overview

  • Morning Note

]]> Michael Briest NOK1V.HE ERICb.ST ASML.AS ATOS.PA ACY.OL SOWG.DE TIE1V.HE MCRO.L TOM2.AS TEMN.S AVV.L INFY.BO WIPR.BO CSMF.SI HCLT.BO 2353.TW 2409.TW 066570.KS AAPL.O CSC.N IBM.N INTC.O TXN.N AMAT.O AMD.N ADTN.O QCOM.O ALTR.O XLNX.O NVLS.O LRCX.O CVG.N CY.N GIB.N JNPR.N BRCM.O SNDK.O APH.N LLTC.O ISIL.O SWKS.O WFR.N FFIV.O FCS.N TCS.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69323|native|public|20091106125733 Fri, 6 Nov 2009 <![CDATA[Global Tech Daily "Lenovo, Spirent, Activision, NVIDIA, TFT-LCD Panels, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82273|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Americas Technology

  • US Technology

  • North American Technology


Companies
  • SPT.L Spirent

  • NOK1V.HE Nokia

  • CAPP.PA Capgemini

  • WCHG.DE Wacker Chemie

  • 2330.TW TSMC

  • 0992.HK Lenovo Group

  • 2409.TW AU Optronics

  • 066570.KS LG Electronics

  • 3009.TW Chi Mei Opto

  • CSCO.O Cisco Systems

  • GLW.N Corning

  • MOT.N Motorola

  • ATML.O Atmel

  • ATVI.O Activision Blizzard

  • CY.N Cypress

  • SAPE.O Sapient

  • RIMM.O Research in Motion

  • ESLR.O Evergreen Solar

  • NVDA.O NVIDIA

  • SWKS.O Skyworks Solutions

  • ICFI.O ICF International

  • 6752.T Panasonic

  • 6758.T Sony

  • 7731.T Nikon

  • 7751.T Canon

  • 9766.T Konami

  • 4062.T IBIDEN

  • 5201.T Asahi Glass

  • 5334.T NGK Spark Plug

  • 6967.T Shinko Electric Ind.

  • 9684.T Square Enix Holdings

  • 9437.T NTT DoCoMo

  • 4755.Q Rakuten

  • 034220.KS LG Display

  • 6665.T Elpida Memory

  • 8046.TW Nanya PCB

  • 6244.TWO Motech

  • 2121.T mixi


Subjects
  • Industry Overview

  • Morning Note

]]> James F. Hillier SPT.L NOK1V.HE CAPP.PA WCHG.DE 2330.TW 0992.HK 2409.TW 066570.KS 3009.TW CSCO.O GLW.N MOT.N ATML.O ATVI.O CY.N SAPE.O RIMM.O ESLR.O NVDA.O SWKS.O ICFI.O 6752.T 6758.T 7731.T 7751.T 9766.T 4062.T 5201.T 5334.T 6967.T 9684.T 9437.T 4755.Q 034220.KS 6665.T 8046.TW 6244.TWO 2121.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82273|native|public|20091106103704 Fri, 6 Nov 2009 <![CDATA[NCsoft "Lowering our price target" (Neutral) Shin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Asian Technology

  • Korean Technology

  • Korean Internet Services

  • Korean Technology Services

  • Asian Internet Services

  • Asian Technology Services

  • Asian Pacific Internet Services

  • Asian Pacific Technology

  • Asian Pacific Technology Services

  • Asian Pacific Ex. JP Internet Services

  • Asian Pacific Ex. JP Technology

  • Asian Pacific Ex. JP Technology Services

  • Asia Emerging Internet Services

  • Asia Emerging Technology

  • Asia Emerging Technology Services


Companies
  • 036570.KS NCsoft


Subjects
  • Company Update

  • Morning Note

]]> Seung Shin 036570.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public|20091106094038 Fri, 6 Nov 2009 <![CDATA[Telecom Equipment Daily "Telecom Equipment Daily - 06 Nov 2009" 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology

  • European Technology Hardware & Equipment

  • Global Technology Hardware & Equipment


Companies
  • SPT.L Spirent

  • ALUA.PA Alcatel-Lucent

  • LRD.L Laird

  • ASML.AS ASML

  • KUD.VX Kudelski

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • GTO.PA Gemalto

  • CSR.L CSR

  • TOM2.AS TomTom

  • 2347.TW Synnex Technology

  • 2454.TW MediaTek

  • 2498.TW HTC Corporation

  • 066570.KS LG Electronics

  • AAPL.O Apple

  • CSCO.O Cisco Systems

  • GLW.N Corning

  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MOT.N Motorola

  • TLAB.O Tellabs Inc.

  • TXN.N Texas Instruments

  • ADTN.O Adtran

  • QCOM.O Qualcomm

  • ALTR.O Altera

  • XLNX.O Xilinx

  • ADCT.O ADC Telecom

  • ARRS.O Arris Group

  • CIEN.O Ciena

  • HLIT.O Harmonic

  • DELL.O Dell

  • JNPR.N Juniper Networks

  • ADI.N Analog Devices

  • RIMM.O Research in Motion

  • PALM.O Palm

  • BRCM.O Broadcom

  • RFMD.O RF Micro Devices

  • SWKS.O Skyworks Solutions

  • MRVL.O Marvell Technology

  • 0763.HK ZTE

  • 3311.TW Silitech


Subjects
  • Industry Overview

  • Morning Note

]]> Gareth Jenkins SPT.L ALUA.PA LRD.L ASML.AS KUD.VX ARM.L IFXGn.F GTO.PA CSR.L TOM2.AS 2347.TW 2454.TW 2498.TW 066570.KS AAPL.O CSCO.O GLW.N HPQ.N INTC.O MOT.N TLAB.O TXN.N ADTN.O QCOM.O ALTR.O XLNX.O ADCT.O ARRS.O CIEN.O HLIT.O DELL.O JNPR.N ADI.N RIMM.O PALM.O BRCM.O RFMD.O SWKS.O MRVL.O 0763.HK 3311.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public|20091106092338 Fri, 6 Nov 2009 <![CDATA[Wacker Chemie "Raising PT to E130, reiterate Buy" (Buy) Hummel]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • Global Semiconductors

  • German Chemicals, Specialty

  • European Chemicals, Specialty

  • European Ex. UK Chemicals, Specialty

  • Global Chemicals, Specialty

  • German Basic Materials

  • German Chemicals

  • European Basic Materials

  • European Chemicals

  • European Technology

  • European Ex. UK Basic Materials

  • European Ex. UK Chemicals

  • Global Basic Materials

  • Global Chemicals

  • Global Technology


Companies
  • WCHG.DE Wacker Chemie


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Patrick Hummel, CFA WCHG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public|20091106091919 Fri, 6 Nov 2009 <![CDATA[NVIDIA "F3Q Results - Solid GPU Demand Recovery " (Neutral) Orji]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82265|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • NVDA.O NVIDIA


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Uche Orji NVDA.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82265|native|public|20091106053035 Fri, 6 Nov 2009 <![CDATA[Atmel "Strong Touch Controller Momentum. Buy" (Buy) Eliscu]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82264|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • NOK1V.HE Nokia

  • 066570.KS LG Electronics

  • MOT.N Motorola

  • ATML.O Atmel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Steven Eliscu NOK1V.HE 066570.KS MOT.N ATML.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82264|native|public|20091106052656 Fri, 6 Nov 2009 <![CDATA[Capgemini "Mega-deal maturity" (Buy) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69259|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Technology

  • European Ex. UK Technology

  • French Technology

  • Global Technology

  • French Technology Services

  • French Diversified Technology Services

  • European Technology Services

  • European Diversified Technology Services

  • European Ex. UK Technology Services

  • European Ex. UK Diversified Technology Services

  • Global Technology Services

  • Global Diversified Technology Services


Companies
  • CAPP.PA Capgemini


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Michael Briest CAPP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69259|native|public|20091106040043 Fri, 6 Nov 2009 <![CDATA[Spirent "Pausing for breath" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69271|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Communications Technology

  • British Communications Technology

  • Global Communications Technology

  • European Technology

  • British Technology

  • Global Technology


Companies
  • SPT.L Spirent


Subjects
  • Company Update

  • Morning Note

]]> Gareth Jenkins SPT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69271|native|public|20091106040045 Fri, 6 Nov 2009 <![CDATA[Asia Pac Tech TFT-LCD Update "Buy panel makers on modest price decline"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51560|native|public Regions
  • Global

  • Asia Pacific


Sectors
  • Global Technology

  • Asian Pacific Technology


Companies
  • 2409.TW AU Optronics

  • 3009.TW Chi Mei Opto

  • 034220.KS LG Display


Subjects
  • Industry Overview

  • Morning Note

]]> Sean Kim 2409.TW 3009.TW 034220.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51560|native|public|20091106034536 Fri, 6 Nov 2009 <![CDATA[Skyworks Solutions "Strong results and outlook; Reiterate Buy and raise ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82256|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • SWKS.O Skyworks Solutions


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Uche Orji SWKS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82256|native|public|20091106033329 Fri, 6 Nov 2009 <![CDATA[Research in Motion "What Investors Are Missing"And Not" (Neutral) Um]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82254|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Communications Technology

  • Global Technology

  • Americas Communications Technology

  • Canadian Communications Technology

  • Americas Technology

  • Canadian Technology

  • North American Communications Technology

  • North American Technology


Companies
  • RIMM.O Research in Motion


Subjects
  • Company Update

  • Morning Note

]]> Phillip Huang, CFA RIMM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82254|native|public|20091106032157 Fri, 6 Nov 2009 <![CDATA[Research in Motion "What Investors Are Missing"And Not" (Neutral) Um]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82253|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Communications Technology

  • Global Technology

  • Americas Communications Technology

  • Canadian Communications Technology

  • Americas Technology

  • Canadian Technology

  • North American Communications Technology

  • North American Technology


Companies
  • RIMM.O Research in Motion


Subjects
  • Company Update

  • Morning Note

]]> Maynard J. Um RIMM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82253|native|public|20091106031758 Fri, 6 Nov 2009 <![CDATA[First Read: Nanya PCB "One positive step forward" (Neutral) Hung]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51558|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Taiwan

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Semiconductors

  • Global Technology

  • Asian Semiconductors

  • Taiwanese Semiconductors

  • Asian Technology

  • Taiwanese Technology

  • Asian Pacific Semiconductors

  • Asian Pacific Technology

  • Asian Pacific Ex. JP Semiconductors

  • Asian Pacific Ex. JP Technology

  • Asia Emerging Technology


Companies
  • 8046.TW Nanya PCB


Subjects
  • Company Update

  • Morning Note

]]> Samson Hung 8046.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51558|native|public|20091106021645 Fri, 6 Nov 2009 <![CDATA[ICF International "Still a good story + fairly valued stock" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82243|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Americas Technology

  • US Technology

  • US Technology Services

  • US Diversified Technology Services

  • Americas Technology Services

  • Americas Diversified Technology Services

  • North American Technology

  • North American Technology Services

  • North American Diversified Technology Services


Companies
  • MMS.N Maximus

  • CVG.N Convergys

  • GIB.N CGI Group Inc.

  • SAPE.O Sapient

  • SRX.N SRA Intl.

  • HEW.N Hewitt Associates

  • CACI.N CACI

  • ICFI.O ICF International

  • SAI.N SAIC


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg MMS.N CVG.N GIB.N SAPE.O SRX.N HEW.N CACI.N ICFI.O SAI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82243|native|public|20091106020446 Fri, 6 Nov 2009 <![CDATA[Eclipsys Corp "3Q09 Results: Investors May Need More Patience Before Any ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82241|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Software

  • Global Technology

  • Americas Software

  • US Software

  • Americas Technology

  • US Technology

  • North American Software

  • North American Technology


Companies
  • ECLP.O Eclipsys Corp


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Donald H. Hooker, CFA ECLP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82241|native|public|20091106014759 Fri, 6 Nov 2009 <![CDATA[Sapient "Margin & tax pressure outweigh in-line 3Q" (Sell) Kupferberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82235|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Americas Technology

  • US Technology

  • US Technology Services

  • US Diversified Technology Services

  • Americas Technology Services

  • Americas Diversified Technology Services

  • North American Technology

  • North American Technology Services

  • North American Diversified Technology Services


Companies
  • MMS.N Maximus

  • CVG.N Convergys

  • GIB.N CGI Group Inc.

  • SAPE.O Sapient

  • SRX.N SRA Intl.

  • HEW.N Hewitt Associates

  • CACI.N CACI

  • ICFI.O ICF International

  • SAI.N SAIC


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg MMS.N CVG.N GIB.N SAPE.O SRX.N HEW.N CACI.N ICFI.O SAI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82235|native|public|20091106011144 Fri, 6 Nov 2009 <![CDATA[Evergreen Solar "Profitability remains elusive" (Sell) Chin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82212|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • ESLR.O Evergreen Solar


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Stephen Chin ESLR.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82212|native|public|20091105205757 Thu, 5 Nov 2009