UBS Research: Technology http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=techkey UBS Research: Technology en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 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[Indian IT Services "2QFY09 preview: Management commentary to drive sentiment"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40943|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Software

  • Global Technology

  • Asian Software

  • Indian Software

  • Asian Technology

  • Indian Technology

  • Asian Pacific Software

  • Asian Pacific Technology

  • Asian Pacific Ex. JP Software

  • Asian Pacific Ex. JP Technology

  • Asia Emerging Software

  • Asia Emerging Technology


Companies
  • INFY.BO Infosys Technologies

  • SATY.BO Satyam

  • HCLT.BO HCL Technologies


Subjects
  • Industry Overview

  • Morning Note

]]> Govind Agarwal INFY.BO SATY.BO HCLT.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40943|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Tech Today "UBS Global Tech Daily" 06-Oct-2008 Hillier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Americas Technology

  • US Technology

  • North American Technology


Companies
  • NOK1V.HE Nokia

  • ALUA.PA Alcatel-Lucent

  • ERICb.ST Ericsson

  • MASN.S Micronas

  • ASML.AS ASML

  • STM.PA STMicroelectronics

  • CCC.L Computacenter

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • LOG.L Logica

  • CSR.L CSR

  • 005930.KS Samsung Electronics

  • INFY.BO Infosys Technologies

  • WIPR.BO Wipro

  • SATY.BO Satyam

  • 066570.KS LG Electronics

  • AAPL.O Apple

  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MOT.N Motorola

  • MU.N Micron Technology

  • NT.N Nortel Networks

  • AMAT.O Applied Materials

  • QCOM.O Qualcomm

  • ALTR.O Altera

  • ATML.O Atmel

  • MCHP.O Microchip Technology

  • ADCT.O ADC Telecom

  • NVLS.O Novellus Systems Inc

  • LRCX.O LAM Research Corp.

  • KLAC.O KLA-Tencor Corp.

  • KLBN4.SA Klabin

  • DELL.O Dell

  • VARI.O Varian

  • RIMM.O Research in Motion

  • SNDK.O SanDisk

  • ESLR.O Evergreen Solar

  • APH.N Amphenol

  • GPN.N Global Payments

  • ENER.O Energy Conversion

  • QI.N Qimonda

  • SPWRB.O SunPower

  • SOLR.O GT Solar Intl.

  • TEL.N Tyco Electronics

  • FSLR.O First Solar

  • CTV.N CommScope


Subjects
  • Industry Overview

  • Morning Note

]]> James F. Hillier NOK1V.HE ALUA.PA ERICb.ST MASN.S ASML.AS STM.PA CCC.L ARM.L IFXGn.F LOG.L CSR.L 005930.KS INFY.BO WIPR.BO SATY.BO 066570.KS AAPL.O HPQ.N INTC.O MOT.N MU.N NT.N AMAT.O QCOM.O ALTR.O ATML.O MCHP.O ADCT.O NVLS.O LRCX.O KLAC.O KLBN4.SA DELL.O VARI.O RIMM.O SNDK.O ESLR.O APH.N GPN.N ENER.O QI.N SPWRB.O SOLR.O TEL.N FSLR.O CTV.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Semiconductor sector "Cycle update and 3Q08 preview" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Semiconductors

  • Global Semiconductors

  • European Technology

  • Global Technology


Companies
  • MASN.S Micronas

  • ASML.AS ASML

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • AMS.S AMS

  • CSR.L CSR

  • QI.N Qimonda


Subjects
  • Industry Overview

  • Morning Note

]]> Nicolas Gaudois MASN.S ASML.AS STM.PA ARM.L IFXGn.F AMS.S CSR.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ARM Holdings "Cycle impact offset by currency" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50761|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • British Semiconductors

  • Global Semiconductors

  • European Technology

  • British Technology

  • Global Technology


Companies
  • ARM.L ARM Holdings


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nicolas Gaudois ARM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50761|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UK Small-Midcaps Daily 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50815|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Building Materials

  • European Industrial, Diversified

  • European Real Estate

  • European Semiconductors

  • British Industrial, Diversified

  • Global Building Materials

  • Global Industrial, Diversified

  • Global Real Estate

  • Global Semiconductors

  • European Industrial Services

  • Global Industrial Services

  • European Basic Materials

  • European Consumer, Cyclical

  • European Financial

  • European Industrial

  • European Mining & Metals

  • European General Industrial Services

  • European Technology

  • British Industrial

  • Global Basic Materials

  • Global Consumer, Cyclical

  • Global Financial

  • Global Industrial

  • Global Mining & Metals

  • Global General Industrial Services

  • Global Technology

  • European Basic Resources

  • European Construction

  • European Financial Services

  • European Industrial Goods & Services

  • European Media

  • British Industrial Goods & Services

  • Global Basic Resources

  • Global Construction

  • Global Financial Services

  • Global Industrial Goods & Services

  • Global Media


Subjects
  • Industry Overview

  • Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50815|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Small-Midcaps Daily 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50814|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Building Materials

  • European Industrial, Diversified

  • European Advanced Industrial Equipment

  • European Real Estate

  • European Semiconductors

  • European Steel

  • British Industrial, Diversified

  • Global Aerospace

  • Global Building Materials

  • Global Industrial, Diversified

  • Global Advanced Industrial Equipment

  • Global Real Estate

  • Global Semiconductors

  • Global Steel

  • European Industrial Services

  • Global Industrial Services

  • European Basic Materials

  • European Consumer, Cyclical

  • European Financial

  • European Industrial

  • European Mining & Metals

  • European General Industrial Services

  • European Technology

  • British Industrial

  • Global Basic Materials

  • Global Consumer, Cyclical

  • Global Financial

  • Global Industrial

  • Global Mining & Metals

  • Global General Industrial Services

  • Global Technology

  • European Basic Resources

  • European Construction

  • European Financial Services

  • European Industrial Goods & Services

  • European Media

  • British Industrial Goods & Services

  • Global Basic Resources

  • Global Construction

  • Global Financial Services

  • Global Industrial Goods & Services

  • Global Media


Subjects
  • Industry Overview

  • Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50814|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Research in Motion "Lowered estimates and target based on reduced global ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04367|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

]]> Jeffrey Fan, CFA RIMM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04367|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Semiconductors "Expecting tough outlook across the sector" 06-Oct-2008 Orji]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65268|native|public Regions
  • Global

  • Americas


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • Americas Technology


Companies
  • INTC.O Intel

  • TXN.N Texas Instruments

  • AMD.N Advanced Micro Dev.

  • ALTR.O Altera

  • ATML.O Atmel

  • MCHP.O Microchip Technology

  • XLNX.O Xilinx

  • BRCM.O Broadcom

  • RFMD.O RF Micro Devices

  • SNDK.O SanDisk

  • LLTC.O Linear Technology

  • MXIM.PK Maxim Integrated

  • ISIL.O Intersil

  • SWKS.O Skyworks Solutions

  • SIRF.O SiRF


Subjects
  • Industry Overview

  • Morning Note

]]> Uche Orji INTC.O TXN.N AMD.N ALTR.O ATML.O MCHP.O XLNX.O BRCM.O RFMD.O SNDK.O LLTC.O MXIM.PK ISIL.O SWKS.O SIRF.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65268|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Technology "Alpha Preferences" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • CAPP.PA Capgemini

  • ALUA.PA Alcatel-Lucent

  • MSY.L Misys

  • MASN.S Micronas

  • ASML.AS ASML

  • DAST.PA Dassault Syst.

  • STM.PA STMicroelectronics

  • ATOS.PA Atos Origin

  • CCC.L Computacenter

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • DDT.L Dimension Data

  • AUTN.L Autonomy

  • LOG.L Logica

  • MCRO.L Micro Focus

  • QI.N Qimonda


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Nicolas Gaudois CAPP.PA ALUA.PA MSY.L MASN.S ASML.AS DAST.PA STM.PA ATOS.PA CCC.L ARM.L IFXGn.F DDT.L AUTN.L LOG.L MCRO.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ASML "Reducing '09 forecasts once again" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50768|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Netherlands

  • UBSW EMEA


Sectors
  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • Netherlands Semiconductors

  • European Technology

  • European Ex. UK Technology

  • Global Technology

  • Netherlands Technology


Companies
  • ASML.AS ASML


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois ASML.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50768|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Global I/O: Semiconductor Equipment "Lowering Global Semicap Sales Estimates"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65258|native|public Regions
  • Global

  • Americas


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • Americas Technology


Companies
  • ASML.AS ASML

  • 2311.TW ASE

  • AMAT.O Applied Materials

  • NVLS.O Novellus Systems Inc

  • LRCX.O LAM Research Corp.

  • KLAC.O KLA-Tencor Corp.

  • VSEA.O Varian Semiconductor

  • 6857.T Advantest

  • 8035.T Tokyo Electron


Subjects
  • Industry Overview

  • Morning Note

]]> Stephen Chin ASML.AS 2311.TW AMAT.O NVLS.O LRCX.O KLAC.O VSEA.O 6857.T 8035.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65258|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[CSR "Lowering PT on revised industry forecasts" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50765|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • British Semiconductors

  • Global Semiconductors

  • European Technology

  • British Technology

  • Global Technology


Companies
  • CSR.L CSR


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois CSR.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50765|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Micronas "Lowering PT on high unpredictability of Earnings" (Sell) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50763|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Semiconductors

  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • Swiss Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • MASN.S Micronas


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois MASN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50763|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Infineon "Lowering PT on revised industry forecasts" (Buy) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50762|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Semiconductors

  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • German Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • IFXGn.F Infineon


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois IFXGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50762|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Global I/O™:Global Semiconductors "Reducing Global Semi Estimates on ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65255|native|public Regions
  • Global

  • Americas


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • Americas Technology


Companies
  • STM.PA STMicroelectronics

  • IFXGn.F Infineon

  • 005930.KS Samsung Electronics

  • 2330.TW TSMC

  • INTC.O Intel

  • ALTR.O Altera

  • NVDA.O NVIDIA


Subjects
  • Industry Overview

  • Morning Note

]]> Uche Orji STM.PA IFXGn.F 005930.KS 2330.TW INTC.O ALTR.O NVDA.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65255|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Communications Equipment "Macroeconomic Headwinds Pressure 2009 Growth"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65254|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Communications Technology

  • Global Technology

  • Americas Communications Technology

  • US Communications Technology

  • Americas Technology

  • US Technology

  • North American Communications Technology

  • North American Technology


Companies
  • CSCO.O Cisco Systems

  • NT.N Nortel Networks

  • TLAB.O Tellabs Inc.

  • ADTN.O Adtran

  • ADCT.O ADC Telecom

  • CIEN.O Ciena

  • JNPR.O Juniper Networks

  • FFIV.O F5 Networks

  • RVBD.O Riverbed Technology

  • CTV.N CommScope


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Nikos Theodosopoulos CSCO.O NT.N TLAB.O ADTN.O ADCT.O CIEN.O JNPR.O FFIV.O RVBD.O CTV.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65254|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Get Connected: PC Industry "Global Slowing to Further Impact Demand; ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65251|native|public Regions
  • Global


Sectors
  • Global Computers

  • Global Technology

  • Global Technology Hardware & Equipment


Companies
  • AAPL.O Apple

  • HPQ.N Hewlett-Packard

  • DELL.O Dell


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Maynard J. Um AAPL.O HPQ.N DELL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65251|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Ericsson "Lowering SEMC Forecasts" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50755|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Communications Technology

  • European Ex. UK Communications Technology

  • Global Communications Technology

  • Swedish Communications Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology

  • Swedish Technology

  • Nordic Communications Technology

  • Nordic Technology


Companies
  • ERICb.ST Ericsson


Subjects
  • Company Update

  • Morning Note

]]> Gareth Jenkins ERICb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50755|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Alcatel-Lucent "Lowered numbers, removing ST Sell" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50754|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Communications Technology

  • European Ex. UK Communications Technology

  • French Communications Technology

  • Global Communications Technology

  • European Technology

  • European Ex. UK Technology

  • French Technology

  • Global Technology


Companies
  • ALUA.PA Alcatel-Lucent


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Gareth Jenkins ALUA.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50754|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Global I/O ™: Telecoms Equipment "Lowering 2009 device volumes" 05-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50753|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology

  • European Technology Hardware & Equipment

  • Global Technology Hardware & Equipment


Companies
  • SPT.L Spirent

  • NOK1V.HE Nokia

  • ALUA.PA Alcatel-Lucent

  • ERICb.ST Ericsson

  • 005930.KS Samsung Electronics

  • AAPL.O Apple

  • QCOM.O Qualcomm

  • RIMM.O Research in Motion

  • PALM.O Palm


Subjects
  • Industry Overview

  • Morning Note

]]> Gareth Jenkins SPT.L NOK1V.HE ALUA.PA ERICb.ST 005930.KS AAPL.O QCOM.O RIMM.O PALM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50753|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Qimonda "Focus remains on M&A" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50745|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
  • QI.N Qimonda


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50745|native|public|20081006000000 Mon, 6 Oct 2008