UBS Research: Technology http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=techkey UBS Research: Technology en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 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[Baidu "Good Q409 numbers; positive guidance" (Buy) Li]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53905|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Asian Technology

  • Chinese Technology

  • Chinese Internet Services

  • Chinese 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


Companies
  • BIDU.O Baidu


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Wenlin Li BIDU.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53905|native|public|20100210051315 Wed, 10 Feb 2010 <![CDATA[Evergreen Solar "Remains a Show Me Story" (Sell) Chin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86127|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=uez86127|native|public|20100210043310 Wed, 10 Feb 2010 <![CDATA[IT Hardware "Short Interest (Jan 29) & Catalyst Update" 09-Feb-2010 Um]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86113|native|public Regions
  • Global

  • Americas


Sectors
  • Global Computers

  • Global Technology

  • Global Technology Hardware & Equipment

  • Americas Computers

  • Americas Technology

  • Americas Technology Hardware & Equipment


Companies
  • AAPL.O Apple

  • EMC.N EMC Corp.

  • HPQ.N Hewlett-Packard

  • IBM.N IBM

  • DELL.O Dell

  • NTAP.O NetApp

  • STX.O Seagate Technology

  • WDC.N Western Digital


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Maynard J. Um AAPL.O EMC.N HPQ.N IBM.N DELL.O NTAP.O STX.O WDC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86113|native|public|20100210004614 Wed, 10 Feb 2010 <![CDATA[Computer Services & IT Consulting "Short interest synopsis" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86112|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 plc

  • 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=uez86112|native|public|20100210003626 Wed, 10 Feb 2010 <![CDATA[US Internet and Interactive Entertainment "Bing Share Gains Accelerate"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86107|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Technology

  • Global Media

  • Global Internet Services

  • Global Technology Services

  • Americas Advertising

  • US Advertising

  • Americas Consumer, Cyclical

  • Americas Technology

  • US Consumer, Cyclical

  • US Technology

  • Americas Media

  • US Media

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Advertising

  • North American Consumer, Cyclical

  • North American Internet Services

  • North American Media

  • North American Technology

  • North American Technology Services


Companies
  • YHOO.O Yahoo

  • GOOG.O Google Inc.

  • AOL.N AOL


Subjects
  • Industry Overview

  • Morning Note

]]> Brian Pitz YHOO.O GOOG.O AOL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86107|native|public|20100209235349 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - Japan "Wednesday, 10 February 2010" 10-Feb-2010 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18790|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 5423.T Tokyo Steel

  • 6770.T Alps Electric

  • 6773.T Pioneer

  • 6963.T Rohm

  • 6976.T Taiyo Yuden

  • 7201.T Nissan

  • 8035.T Tokyo Electron

  • 6361.T Ebara

  • 6841.T Yokogawa Electric

  • 7741.T HOYA

  • 3626.T IT Holdings

  • 2651.T LAWSON

  • 9427.T eAccess

  • 5440.T Kyoei Steel


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 5423.T 6770.T 6773.T 6963.T 6976.T 7201.T 8035.T 6361.T 6841.T 7741.T 3626.T 2651.T 9427.T 5440.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18790|native|public|20100209224239 Tue, 9 Feb 2010 <![CDATA[IAC/InterActive "Solid Q4; Buybacks Continue" (Buy) Fitzgerald]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86099|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Americas Technology

  • US Technology

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Internet Services

  • North American Technology

  • North American Technology Services


Companies
  • IACI.O IAC/InterActive


Subjects
  • Company Update

  • Morning Note

]]> Brian Fitzgerald IACI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86099|native|public|20100209222452 Tue, 9 Feb 2010 <![CDATA[Global Telebits "More Favorable Environment-Stocks Down & Fundamentals Up, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86095|native|public Regions
  • Global

  • Americas


Sectors
  • Global Communications Technology

  • Global Technology

  • Americas Communications Technology

  • Americas Technology


Companies
  • NOK1V.HE Nokia

  • ALUA.PA Alcatel-Lucent

  • QCOM.O Qualcomm

  • BRCD.O Brocade

  • FFIV.O F5 Networks


Subjects
  • Industry Overview

]]> Nikos Theodosopoulos NOK1V.HE ALUA.PA QCOM.O BRCD.O FFIV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86095|native|public|20100209211034 Tue, 9 Feb 2010 <![CDATA[Acer Inc. "Focus on long term share gain trends" (Buy) Yen]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53888|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Taiwan

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Computers

  • Global Technology

  • Global Technology Hardware & Equipment

  • Asian Computers

  • Taiwanese Computers

  • Asian Technology

  • Taiwanese Technology

  • Taiwanese Technology Hardware & Equipment

  • Asian Technology Hardware & Equipment

  • Asian Pacific Computers

  • Asian Pacific Technology

  • Asian Pacific Technology Hardware & Equipment

  • Asian Pacific Ex. JP Computers

  • Asian Pacific Ex. JP Technology

  • Asian Pacific Ex. JP Technology Hardware & Equipment

  • Asia Emerging Computers

  • Asia Emerging Technology

  • Asia Emerging Technology Hardware & Equipment


Companies
  • 2353.TW Acer Inc.


Subjects
  • Company Update

  • Morning Note

]]> Edward Yen 2353.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53888|native|public|20100209170531 Tue, 9 Feb 2010 <![CDATA[Computer Services & IT Consulting "NFIB data increases slightly in January"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86088|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.

  • PAYX.O Paychex

  • GPN.N Global Payments


Subjects
  • Industry Overview

  • Morning Note

]]> Jason Kupferberg ADP.O PAYX.O GPN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86088|native|public|20100209164445 Tue, 9 Feb 2010 <![CDATA[eAccess "Q3 results flash: small upward revision comes as no surprise" (Sell)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18776|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Japanese Technology

  • Japanese Internet Services

  • Japanese Technology Services


Companies
  • 9427.T eAccess


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Makio Inui 9427.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18776|native|public|20100209151055 Tue, 9 Feb 2010 <![CDATA[Dell "Dell Continues M&A, This Time in Storage" (Neutral) Um]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86076|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Computers

  • Global Technology

  • Global Technology Hardware & Equipment

  • Americas Computers

  • US Computers

  • Americas Technology

  • US Technology

  • US Technology Hardware & Equipment

  • Americas Technology Hardware & Equipment

  • North American Computers

  • North American Technology

  • North American Technology Hardware & Equipment


Companies
  • DELL.O Dell


Subjects
  • Company Update

  • Morning Note

]]> Maynard J. Um DELL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86076|native|public|20100209143112 Tue, 9 Feb 2010 <![CDATA[IAC/InterActive "Quick Take: Solid Q4 Beat" (Buy) Fitzgerald]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86070|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Americas Technology

  • US Technology

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Internet Services

  • North American Technology

  • North American Technology Services


Companies
  • IACI.O IAC/InterActive


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian Fitzgerald IACI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86070|native|public|20100209141034 Tue, 9 Feb 2010 <![CDATA[Asian Structural Themes - Themes for 2010 "Chinese pension reform" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53853|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Companies
  • VWS.CO Vestas

  • GAM.MC Gamesa

  • WCHG.DE Wacker Chemie

  • S92G.DE SMA

  • 0966.HK China Taiping

  • 2628.HK China Life

  • WFR.N MEMC Electronic

  • 2318.HK Ping An Insurance

  • YGE.N YingLi Green Energy

  • 600030.SS CITIC Securities

  • 2601.HK CPIC - H

  • 0658.HK China Transmission


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Simon Smiles VWS.CO GAM.MC WCHG.DE S92G.DE 0966.HK 2628.HK WFR.N 2318.HK YGE.N 600030.SS 2601.HK 0658.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53853|native|public|20100209140630 Tue, 9 Feb 2010 <![CDATA[Asia Pac Tech TFT-LCD Update "Supply-side risks on the rise" 09-Feb-2010 Kim]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53882|native|public Regions
  • Global

  • Asia Pacific

  • Americas


Sectors
  • Global Technology

  • Americas Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Sean Kim http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53882|native|public|20100209132339 Tue, 9 Feb 2010 <![CDATA[First Read: Cognizant Corp. "Nice 4Q upside and robust '10 outlook" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86055|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
  • CTSH.O Cognizant Corp.


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg CTSH.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86055|native|public|20100209120555 Tue, 9 Feb 2010 <![CDATA[Intel "Dissecting Margin Drivers. Reiterate Buy" (Buy) Orji]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86043|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

  • ARM.L ARM Holdings

  • INTC.O Intel

  • AMD.N Advanced Micro Dev.

  • NVDA.O NVIDIA


Subjects
  • Company Update

  • Morning Note

]]> Uche Orji NOK1V.HE ARM.L INTC.O AMD.N NVDA.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86043|native|public|20100209102359 Tue, 9 Feb 2010 <![CDATA[Global Tech Daily "Electronic Arts, Nuance, Intel, Atmel, Epistar, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86045|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Americas Technology

  • US Technology

  • North American Technology


Companies
  • SAPG.DE SAP AG

  • CAPP.PA Capgemini

  • MSY.L Misys

  • ISYS.L Invensys

  • ERICb.ST Ericsson

  • ASML.AS ASML

  • DAST.PA Dassault Syst.

  • AUTN.L Autonomy

  • GTO.PA Gemalto

  • AVV.L Aveva Group

  • 005930.KS Samsung Electronics

  • 036570.KS NCsoft

  • CSCO.O Cisco Systems

  • INTC.O Intel

  • MOT.N Motorola

  • T.N AT&T Inc.

  • ATML.O Atmel

  • ADCT.O ADC Telecom

  • CIEN.O Ciena

  • LRCX.O LAM Research Corp.

  • VECO.O Veeco Instruments

  • MFE.N McAfee

  • SRX.N SRA Intl.

  • DIOD.O Diodes Inc.

  • NUAN.O Nuance Communication

  • SAI.N SAIC

  • TEL.N Tyco Electronics

  • 6806.T Hirose Electric

  • 7735.T Dainippon Screen Mfg

  • 6146.T Disco

  • 9684.T Square Enix Holdings

  • 9449.T GMO Internet

  • 034220.KS LG Display

  • 2448.TW Epistar

  • 2393.TW Everlight


Subjects
  • Industry Overview

  • Morning Note

]]> James F. Hillier SAPG.DE CAPP.PA MSY.L ISYS.L ERICb.ST ASML.AS DAST.PA AUTN.L GTO.PA AVV.L 005930.KS 036570.KS CSCO.O INTC.O MOT.N T.N ATML.O ADCT.O CIEN.O LRCX.O VECO.O MFE.N SRX.N DIOD.O NUAN.O SAI.N TEL.N 6806.T 7735.T 6146.T 9684.T 9449.T 034220.KS 2448.TW 2393.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86045|native|public|20100209102133 Tue, 9 Feb 2010 <![CDATA[First Read: NCsoft "Q409 results in-line" (Neutral) Shin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53879|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=uev53879|native|public|20100209093000 Tue, 9 Feb 2010 <![CDATA[Technology Hardware Daily "Tech Hardware Daily - 09 Feb 2010" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72959|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

  • LRD.L Laird

  • ERICb.ST Ericsson

  • ASML.AS ASML

  • KUD.VX Kudelski

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • GTO.PA Gemalto

  • CSR.L CSR

  • TOM2.AS TomTom

  • 005930.KS Samsung Electronics

  • 000660.KS Hynix Semiconductor

  • 2347.TW Synnex Technology

  • 0992.HK Lenovo Group

  • 2454.TW MediaTek

  • 2498.TW HTC Corporation

  • 066570.KS LG Electronics

  • AAPL.O Apple

  • VZ.N Verizon

  • CSCO.O Cisco Systems

  • GLW.N Corning

  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MOT.N Motorola

  • NSM.N National Semiconduct

  • T.N AT&T Inc.

  • TLAB.O Tellabs Inc.

  • TXN.N Texas Instruments

  • AMAT.O Applied Materials

  • AMD.N Advanced Micro Dev.

  • ADTN.O Adtran

  • QCOM.O Qualcomm

  • ALTR.O Altera

  • ATML.O Atmel

  • XLNX.O Xilinx

  • ADCT.O ADC Telecom

  • ARRS.O Arris Group

  • CIEN.O Ciena

  • HLIT.O Harmonic

  • BBY.N Best Buy

  • LRCX.O LAM Research Corp.

  • DELL.O Dell

  • VECO.O Veeco Instruments

  • JNPR.N Juniper Networks

  • ADI.N Analog Devices

  • RIMM.O Research in Motion

  • PALM.O Palm

  • BRCM.O Broadcom

  • RFMD.O RF Micro Devices

  • SNDK.O SanDisk

  • BRCD.O Brocade

  • NVDA.O NVIDIA

  • SWKS.O Skyworks Solutions

  • MRVL.O Marvell Technology

  • GOOG.O Google Inc.

  • FFIV.O F5 Networks

  • ONNN.O ON Semiconductor

  • 6723.T NEC Electronics

  • 0763.HK ZTE

  • 3311.TW Silitech


Subjects
  • Industry Overview

  • Morning Note

]]> Gareth Jenkins SPT.L NOK1V.HE ALUA.PA LRD.L ERICb.ST ASML.AS KUD.VX STM.PA ARM.L IFXGn.F GTO.PA CSR.L TOM2.AS 005930.KS 000660.KS 2347.TW 0992.HK 2454.TW 2498.TW 066570.KS AAPL.O VZ.N CSCO.O GLW.N HPQ.N INTC.O MOT.N NSM.N T.N TLAB.O TXN.N AMAT.O AMD.N ADTN.O QCOM.O ALTR.O ATML.O XLNX.O ADCT.O ARRS.O CIEN.O HLIT.O BBY.N LRCX.O DELL.O VECO.O JNPR.N ADI.N RIMM.O PALM.O BRCM.O RFMD.O SNDK.O BRCD.O NVDA.O SWKS.O MRVL.O GOOG.O FFIV.O ONNN.O 6723.T 0763.HK 3311.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72959|native|public|20100209092120 Tue, 9 Feb 2010 <![CDATA[First Read: Rightmove "Surprise trading update - likely 10-15% consensus ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • European Technology

  • British Consumer, Cyclical

  • British Technology

  • Global Consumer, Cyclical

  • Global Technology

  • European Media

  • British Media

  • Global Media

  • British Internet Services

  • British Technology Services

  • European Internet Services

  • European Technology Services

  • Global Internet Services

  • Global Technology Services


Companies
  • RMV.L Rightmove


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA RMV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public|20100209080818 Tue, 9 Feb 2010 <![CDATA[European Technology "Alpha Preferences" 09-Feb-2010 Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72943|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • SAPG.DE SAP AG

  • NOK1V.HE Nokia

  • CAPP.PA Capgemini

  • MSY.L Misys

  • ERICb.ST Ericsson

  • SGE.L Sage

  • ASML.AS ASML

  • DAST.PA Dassault Syst.

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • AUTN.L Autonomy

  • LOG.L Logica

  • GTO.PA Gemalto

  • CSR.L CSR

  • MCRO.L Micro Focus

  • AVV.L Aveva Group


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Michael Briest SAPG.DE NOK1V.HE CAPP.PA MSY.L ERICb.ST SGE.L ASML.AS DAST.PA STM.PA ARM.L AUTN.L LOG.L GTO.PA CSR.L MCRO.L AVV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72943|native|public|20100209073024 Tue, 9 Feb 2010 <![CDATA[SAP AG "A rebalancing of power back to R&D?" (Buy) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72933|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Software

  • European Software

  • European Ex. UK Software

  • Global Software

  • German Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • SAPG.DE SAP AG


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SAPG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72933|native|public|20100209064601 Tue, 9 Feb 2010