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, 20 Nov 2009 Sun, 22 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 "AMD Debt Reduction Hat-trick. Week Ahead: ADI, HPQ Results"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|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
  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MU.N Micron Technology

  • AMD.N Advanced Micro Dev.

  • ALTR.O Altera

  • DELL.O Dell

  • ADI.N Analog Devices

  • MRVL.O Marvell Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Uche Orji HPQ.N INTC.O MU.N AMD.N ALTR.O DELL.O ADI.N MRVL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|native|public|20091120224012 Fri, 20 Nov 2009 <![CDATA[UBS Global I/O: Global Software "Enterprise Software Spending Outlook"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82885|native|public Regions
  • Global


Sectors
  • Global Software

  • Global Technology


Companies
  • SAPG.DE SAP AG

  • ORCL.O Oracle


Subjects
  • Industry Overview

  • Morning Note

]]> Brent Thill SAPG.DE ORCL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82885|native|public|20091120195056 Fri, 20 Nov 2009 <![CDATA[Salesforce.com "User Conf; Spoke w/10+ Partners; Key Pts" (Neutral) Thill]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|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
  • CRM.N Salesforce.com


Subjects
  • Company Update

  • Morning Note

]]> Brent Thill CRM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|native|public|20091120154229 Fri, 20 Nov 2009 <![CDATA[ADC Telecom "PT to $6, Weak Outlook Overshadows Sept Qtr Beat" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82879|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
  • ADCT.O ADC Telecom


Subjects
  • Company Update

  • Morning Note

]]> Nikos Theodosopoulos ADCT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82879|native|public|20091120151459 Fri, 20 Nov 2009 <![CDATA[UBS Tech: Weekly Contextual Diary "Technology Catalysts" 20-Nov-2009 Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70057|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • NOK1V.HE Nokia

  • ERICb.ST Ericsson

  • RM.L RM

  • ASML.AS ASML

  • ATOS.PA Atos Origin

  • ACY.OL Acergy

  • SOWG.DE Software AG

  • TIE1V.HE Tieto

  • ITL.L Intec

  • TOM2.AS TomTom

  • 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

  • HPQ.N Hewlett-Packard

  • IBM.N IBM

  • INTC.O Intel

  • MSFT.O Microsoft

  • TXN.N Texas Instruments

  • 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.

  • CY.O Cypress

  • JNPR.N Juniper Networks

  • ADI.N Analog Devices

  • BRCM.O Broadcom

  • SNDK.O SanDisk

  • BRCD.O Brocade

  • 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 RM.L ASML.AS ATOS.PA ACY.OL SOWG.DE TIE1V.HE ITL.L TOM2.AS AVV.L INFY.BO WIPR.BO CSMF.SI HCLT.BO 2353.TW 2409.TW 066570.KS AAPL.O HPQ.N IBM.N INTC.O MSFT.O TXN.N AMD.N ADTN.O QCOM.O ALTR.O XLNX.O NVLS.O LRCX.O CY.O JNPR.N ADI.N BRCM.O SNDK.O BRCD.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=uer70057|native|public|20091120140611 Fri, 20 Nov 2009 <![CDATA[Global Tech Daily "Dell, Intuit, Novellus, & ADC Telecom " 20-Nov-2009 Hillier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82857|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Americas Technology

  • US Technology

  • North American Technology


Companies
  • SGE.L Sage

  • IFXGn.F Infineon

  • GTO.PA Gemalto

  • NTES.O NetEase

  • VZ.N Verizon

  • GLW.N Corning

  • T.N AT&T Inc.

  • TLAB.O Tellabs Inc.

  • ADTN.O Adtran

  • QCOM.O Qualcomm

  • ADCT.O ADC Telecom

  • CIEN.O Ciena

  • INTU.O Intuit

  • NVLS.O Novellus Systems Inc

  • DELL.O Dell

  • ADI.N Analog Devices

  • MFE.N McAfee

  • GOOG.O Google Inc.

  • MA.N MasterCard

  • V.N Visa Inc.

  • 6758.T Sony

  • STP.N Suntech Power


Subjects
  • Industry Overview

  • Morning Note

]]> James F. Hillier SGE.L IFXGn.F GTO.PA NTES.O VZ.N GLW.N T.N TLAB.O ADTN.O QCOM.O ADCT.O CIEN.O INTU.O NVLS.O DELL.O ADI.N MFE.N GOOG.O MA.N V.N 6758.T STP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82857|native|public|20091120101738 Fri, 20 Nov 2009 <![CDATA[Telecom Equipment Daily "Telecom Equipment Daily - 20 Nov 2009" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70047|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

  • 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 NOK1V.HE ALUA.PA LRD.L ERICb.ST 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=uer70047|native|public|20091120093122 Fri, 20 Nov 2009 <![CDATA[Sage "Readthrough from Intuit Q1s" (Neutral) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70033|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Software

  • British Software

  • Global Software

  • European Technology

  • British Technology

  • Global Technology


Companies
  • SGE.L Sage


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SGE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70033|native|public|20091120073444 Fri, 20 Nov 2009 <![CDATA[Sage "Readthrough from Intuit Q1s" (Neutral) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70031|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Software

  • British Software

  • Global Software

  • European Technology

  • British Technology

  • Global Technology


Companies
  • SGE.L Sage


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SGE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70031|native|public|20091120073129 Fri, 20 Nov 2009 <![CDATA[Infineon "In-line results, valuation up with events" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70010|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

  • Operating Results

  • Morning Note

]]> Gareth Jenkins IFXGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70010|native|public|20091120040037 Fri, 20 Nov 2009 <![CDATA[Dell "Still Not Much Comfort In Margins" (Neutral) Um]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82850|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

  • Operating Results

  • Morning Note

]]> Maynard J. Um DELL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82850|native|public|20091120030829 Fri, 20 Nov 2009 <![CDATA[First Read: ADC Telecom "Weak Outlook Overshadows Good Sept-Q" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82849|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
  • ADCT.O ADC Telecom


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nikos Theodosopoulos ADCT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82849|native|public|20091120021909 Fri, 20 Nov 2009 <![CDATA[SPE Sector Update "Strong SPE orders in Oct; orders from TSMC likely to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17973|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Technology

  • Japanese Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Yoshitsugu Yamamoto http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17973|native|public|20091120013000 Fri, 20 Nov 2009 <![CDATA[Novellus Systems Inc "Slightly Raises 4Q09 Orders Guidance" (Neutral) Chin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82838|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
  • NVLS.O Novellus Systems Inc


Subjects
  • Company Update

  • Morning Note

]]> Stephen Chin NVLS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82838|native|public|20091119230925 Thu, 19 Nov 2009 <![CDATA[Computer Services & IT Consulting "Relatively innocuous GAO interchange ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82827|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
  • MA.N MasterCard

  • V.N Visa Inc.


Subjects
  • Industry Overview

  • Morning Note

]]> Jason Kupferberg MA.N V.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82827|native|public|20091119161547 Thu, 19 Nov 2009 <![CDATA[Ciena "Nortel Metro Ethernet Auction Friday" (Neutral) Theodosopoulos]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82822|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
  • CIEN.O Ciena


Subjects
  • Company Update

  • Morning Note

]]> Nikos Theodosopoulos CIEN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82822|native|public|20091119140944 Thu, 19 Nov 2009 <![CDATA[Analog Devices "F4Q results likely to be ahead of estimates; Maintain Buy ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82817|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
  • ADI.N Analog Devices


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Uche Orji ADI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82817|native|public|20091119131131 Thu, 19 Nov 2009 <![CDATA[NetEase "Better results than it seems" (Buy) Ngan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51897|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
  • NTES.O NetEase


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Gary Ngan NTES.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51897|native|public|20091119115604 Thu, 19 Nov 2009 <![CDATA[Global Tech Daily "NetApp, Infineon, Altera, Brocade, Atmel, & Hard Disk ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82805|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Americas Technology

  • US Technology

  • North American Technology


Companies
  • ASML.AS ASML

  • IFXGn.F Infineon

  • DDT.L Dimension Data

  • GTO.PA Gemalto

  • CSC.N Computer Sciences

  • ALTR.O Altera

  • ATML.O Atmel

  • JNPR.N Juniper Networks

  • BRCD.O Brocade

  • ACL.N Alcon

  • GPN.N Global Payments

  • STX.O Seagate Technology

  • WDC.N Western Digital

  • 6146.T Disco

  • 7741.T HOYA


Subjects
  • Industry Overview

  • Morning Note

]]> James F. Hillier ASML.AS IFXGn.F DDT.L GTO.PA CSC.N ALTR.O ATML.O JNPR.N BRCD.O ACL.N GPN.N STX.O WDC.N 6146.T 7741.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82805|native|public|20091119101938 Thu, 19 Nov 2009 <![CDATA[Telecom Equipment Daily "Telecom Equipment Daily - 19 Nov 2009" 19-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69967|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

  • 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 NOK1V.HE ALUA.PA LRD.L ERICb.ST 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=uer69967|native|public|20091119090939 Thu, 19 Nov 2009