http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighunitedstates UBS Research: United States Regional Highlights 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 http://www.ubs.com 160 44 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Aerospace


• Global Industrial


• Global Industrial Goods & Services


• Americas Aerospace


• US Aerospace


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Aerospace


• North American Industrial


• North American Industrial Goods & Services

Companies

• GR.N Goodrich

Subjects

• Company Update


• Morning Note

]]> David E. Strauss GR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public|20091106234619 Fri, 6 Nov 2009 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 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Biotechnology


• Global Healthcare


• US Biotechnology


• Americas Biotechnology


• Americas Healthcare


• US Healthcare


• North American Biotechnology


• North American Healthcare

Companies

• BIIB.O Biogen Idec Inc.

Subjects

• Company Update


• Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public|20091106221603 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82309|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Heavy Machinery


• Global Industrial


• Global Industrial Goods & Services


• Global Industrial Equipment


• Americas Heavy Machinery


• US Heavy Machinery


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• Americas Industrial Equipment


• US Industrial Equipment


• North American Industrial


• North American Industrial Equipment


• North American Industrial Goods & Services


• North American Heavy Machinery

Companies

• RAIL.O FreightCar America

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman RAIL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82309|native|public|20091106213831 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pharmaceuticals


• Global Healthcare


• Americas Pharmaceuticals


• US Pharmaceuticals


• Americas Healthcare


• US Healthcare


• North American Pharmaceuticals


• North American Healthcare

Companies

• TEVA.O Teva Pharmaceuticals


• SASY.PA Sanofi-Aventis


• REDY.BO Dr. Reddy's Labs


• FRX.N Forest Labs


• MYL.O Mylan Inc.


• WPI.N Watson


• CEPH.O Cephalon


• SNTS.O Santarus


• ENDP.O Endo

Subjects

• Industry Overview


• Morning Note

]]> Marc Goodman TEVA.O SASY.PA REDY.BO FRX.N MYL.O WPI.N CEPH.O SNTS.O ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|native|public|20091106212306 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82307|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Insurance, Full-Line


• Global Financial


• Global Insurance


• US Insurance, Full-Line


• Americas Insurance, Full-Line


• Americas Financial


• Americas Insurance


• US Financial


• US Insurance


• North American Financial


• North American Insurance, Full-Line


• North American Insurance

Companies

• AIG.N AIG

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Kligerman AIG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82307|native|public|20091106210716 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82306|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• MGM.N MGM MIRAGE

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Robin M. Farley MGM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82306|native|public|20091106210709 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82305|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Banks


• Global Diversified Financial


• Global Savings & Loan


• Global Investment Services


• Global Insurance, Life


• Global Insurance, Property & Casualty


• Global Financial


• Global Insurance


• Global Financial Services


• Global Banks, Ex-S&L


• Americas Banks


• Americas Diversified Financial


• Americas Savings & Loan


• Americas Investment Services


• US Banks


• US Diversified Financial


• US Savings & Loan


• US Investment Services


• US Insurance, Life


• US Insurance, Property & Casualty


• Americas Insurance, Life


• Americas Insurance, Property & Casualty


• Americas Financial


• Americas Insurance


• US Financial


• US Insurance


• Americas Financial Services


• US Financial Services


• US Banks, Ex-S&L


• Americas Banks, Ex-S&L


• North American Banks, Ex-S&L


• North American Banks


• North American Financial


• North American Diversified Financial


• North American Financial Services


• North American Insurance, Life


• North American Insurance, Property & Casualty


• North American Insurance


• North American Savings & Loan


• North American Investment Services

]]> Andrew Kligerman http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82305|native|public|20091106203045 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82304|native|public Regions

• Global


• Americas


• Canada


• United States


• North America

Sectors

• Global Railroads


• Global Industrial


• Global Industrial Transportation


• Global Industrial Goods & Services


• Americas Railroads


• Canadian Railroads


• US Railroads


• Americas Industrial


• Americas Industrial Transportation


• Canadian Industrial


• Canadian Industrial Transportation


• US Industrial


• US Industrial Transportation


• Americas Industrial Goods & Services


• Canadian Industrial Goods & Services


• US Industrial Goods & Services


• North American Industrial


• North American Industrial Goods & Services


• North American Railroads


• North American Industrial Transportation

Companies

• CNR.TO Canadian National


• BNI.N Burlington Northern


• CSX.N CSX


• NSC.N Norfolk Southern


• UNP.N Union Pacific


• KSU.N Kansas City Southern


• CP.TO Canadian Pacific

Subjects

• Industry Overview


• Morning Note

]]> Rick Paterson CNR.TO BNI.N CSX.N NSC.N UNP.N KSU.N CP.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82304|native|public|20091106194955 Fri, 6 Nov 2009 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 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Electric Components & Equipment


• Global Industrial


• Global Industrial Goods & Services


• Americas Electric Components & Equipment


• US Electric Components & Equipment


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Electric Components & Equipment


• North American Industrial


• North American Industrial Goods & Services

Companies

• OPTT.O Ocean Power

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman OPTT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public|20091106184217 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82300|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Retailers, Specialty


• Global Consumer, Cyclical


• Global Retail


• US Retailers, Specialty


• Americas Retailers, Specialty


• Americas Consumer, Cyclical


• Americas Retail


• US Consumer, Cyclical


• US Retail


• North American Consumer, Cyclical


• North American Retailers, Specialty


• North American Retail

Companies

• SPLS.O Staples

Subjects

• Company Update


• Morning Note

]]> William B. Truelove SPLS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82300|native|public|20091106175546 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• TCLP.O TC PipeLines

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone TCLP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public|20091106175202 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Advanced Medical Devices


• Global Healthcare


• Global Medical Products


• Americas Advanced Medical Devices


• Americas Healthcare


• Americas Medical Products

Companies

• SYK.N Stryker


• ZMH.N Zimmer

Subjects

• Industry Overview


• Morning Note

]]> Bruce Nudell, PhD SYK.N ZMH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public|20091106173522 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82298|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• IGT.N International Game

Subjects

• Company Update


• Morning Note

]]> Robin M. Farley IGT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82298|native|public|20091106165652 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82297|native|public Regions

• Global


• Americas


• United States


• North America

Companies

• DIS.N Walt Disney Co.


• MDR.N McDermott


• WMT.N Wal-Mart


• AMAT.O Applied Materials


• AMD.N Advanced Micro Dev.


• WCRX.O Warner Chilcott


• ERTS.O Electronic Arts


• COST.O Costco


• MBI.N MBIA Inc.


• DISH.O DISH Network


• ARNA.O Arena Pharm.


• FLR.N Fluor


• HEW.N Hewitt Associates


• AAP.N Advance Auto Parts


• URS.N URS Corporation


• WIN.N Windstream


• RGNC.O Regency Energy LP


• KGS.P Quicksilver Gas


• ACM.N AECOM Technology


• CPIX.O Cumberland


• TYC.N Tyco International


• WES.N Western Gas Partners


• KMT.N Kennametal


• CLWR.O Clearwire

Subjects

• Market Strategy / Comment


• Morning Note

]]> Ruben Avila DIS.N MDR.N WMT.N AMAT.O AMD.N WCRX.O ERTS.O COST.O MBI.N DISH.O ARNA.O FLR.N HEW.N AAP.N URS.N WIN.N RGNC.O KGS.P ACM.N CPIX.O TYC.N WES.N KMT.N CLWR.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82297|native|public|20091106164932 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Telecommunications


• Americas Telecommunications


• US Telecommunications


• North American Telecommunications

Companies

• TLIT.MI Telecom Italia


• ADVA.BK Adv Info Service


• CTL.N CenturyLink


• DISH.O DISH Network


• DTV.O DIRECTV Group


• NTLS.O NTELOS Holdings


• PCS.N Metro PCS


• WIN.N Windstream


• TWC.N Time Warner Cable


• TEL.NZ Telecom NZ

Subjects

• Industry Overview


• Morning Note

]]> John C. Hodulik, CFA TLIT.MI ADVA.BK CTL.N DISH.O DTV.O NTLS.O PCS.N WIN.N TWC.N TEL.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public|20091106153347 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82295|native|public Regions

• Global


• Americas


• United States


• North America

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82295|native|public|20091106150857 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• GEL.A Genesis Energy

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone GEL.A http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public|20091106143432 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82293|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Americas Real Estate


• US Real Estate


• Americas Financial


• US Financial


• Americas Financial Services


• US Financial Services


• North American Financial


• North American Financial Services


• North American Real Estate

Companies

• KIM.N Kimco Realty

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Christy McElroy KIM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82293|native|public|20091106143241 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Gas Utilities


• Global Oil Companies, Secondary


• Global Pipelines


• Global Energy


• Global Utilities


• Americas Gas Utilities


• Americas Oil Companies, Secondary


• Americas Pipelines


• US Gas Utilities


• US Oil Companies, Secondary


• US Pipelines


• Americas Energy


• Americas Utilities


• US Energy


• US Utilities


• North American Energy


• North American Gas Utilities


• North American Oil Companies, Secondary


• North American Pipelines


• North American Utilities

Companies

• NFG.N Nat Fuel Gas

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone NFG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public|20091106143201 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Energy


• Global Oil Drilling, Equipment & Services


• Americas Energy


• US Energy


• US Oil Drilling, Equipment & Services


• Americas Oil Drilling, Equipment & Services


• North American Energy


• North American Oil Drilling, Equipment & Services

Companies

• BRNC.O Bronco Drilling

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Coleman BRNC.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public|20091106142823 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Heavy Machinery


• Global Industrial


• Global Industrial Goods & Services


• Global Industrial Equipment


• Americas Heavy Machinery


• US Heavy Machinery


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• Americas Industrial Equipment


• US Industrial Equipment


• North American Industrial


• North American Industrial Equipment


• North American Industrial Goods & Services


• North American Heavy Machinery

Companies

• RAIL.O FreightCar America

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman RAIL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public|20091106142225 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Industrial Services


• Global Industrial


• Global General Industrial Services


• Global Industrial Goods & Services


• US Industrial Services


• Americas Industrial Services


• Americas Industrial


• Americas General Industrial Services


• US Industrial


• US General Industrial Services


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Industrial Services


• North American Industrial


• North American Industrial Goods & Services


• North American General Industrial Services

Companies

• WW.N Watson Wyatt

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Fones WW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public|20091106141956 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Consumer Services


• Global Consumer, Non-Cyclical


• Global Non-Cyclical Goods & Services


• US Consumer Services


• Americas Consumer Services


• Americas Consumer, Non-Cyclical


• US Consumer, Non-Cyclical


• Americas Non-Cyclical Goods & Services


• US Non-Cyclical Goods & Services


• North American Consumer Services


• North American Non-Cyclical Goods & Services


• North American Consumer, Non-Cyclical

Companies

• MAN.N Manpower, Inc.


• RHI.N Robert Half


• APOL.O Apollo Group


• KFY.N KornFerry


• MWW.N Monster Worldwide


• HSII.O Heidrick & Struggles


• ASGN.O On Assignment


• FCN.N FTI Consulting


• HURN.O Huron Consulting

Subjects

• Industry Overview


• Morning Note

]]> Andrew Fones MAN.N RHI.N APOL.O KFY.N MWW.N HSII.O ASGN.O FCN.N HURN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public|20091106141828 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Healthcare Providers


• Global Healthcare


• Americas Healthcare Providers


• US Healthcare Providers


• Americas Healthcare


• US Healthcare


• North American Healthcare


• North American Healthcare Providers

Companies

• LPNT.O LifePoint Hospitals

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Justin Lake, CFA LPNT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public|20091106140557 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82286|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Americas Real Estate


• US Real Estate


• Americas Financial


• US Financial


• Americas Financial Services


• US Financial Services


• North American Financial


• North American Financial Services


• North American Real Estate

Companies

• FRT.N Federal Realty

Subjects

• Company Update


• Morning Note

]]> Christy McElroy FRT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82286|native|public|20091106135156 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Entertainment


• Global Consumer, Cyclical


• Global Media


• US Entertainment


• Americas Entertainment


• Americas Consumer, Cyclical


• US Consumer, Cyclical


• Americas Media


• US Media


• North American Consumer, Cyclical


• North American Media


• North American Entertainment

Companies

• SNI.N Scripps Networks

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Michael C. Morris, CFA SNI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public|20091106133705 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82283|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82283|native|public|20091106133620 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82233|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Consumer, Cyclical


• Global Retail


• Americas Consumer, Cyclical


• Americas Retail


• US Consumer, Cyclical


• US Retail


• North American Consumer, Cyclical


• North American Retail

Companies

• ANN.N Ann Taylor


• ARO.N Aeropostale


• ZUMZ.O Zumiez Inc

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Roxanne Meyer, CFA ANN.N ARO.N ZUMZ.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82233|native|public|20091106121516 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82281|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> Ruben Avila http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82281|native|public|20091106114710 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82279|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82279|native|public|20091106111731 Fri, 6 Nov 2009 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 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA


• Americas


• United States


• North America

Sectors

• British Advanced Medical Devices


• European Advanced Medical Devices


• Global Advanced Medical Devices


• European Healthcare


• European Medical Products


• British Healthcare


• British Medical Products


• Global Healthcare


• Global Medical Products


• US Advanced Medical Devices


• Americas Advanced Medical Devices


• Americas Healthcare


• Americas Medical Products


• US Healthcare


• US Medical Products


• North American Healthcare


• North American Advanced Medical Devices


• North American Medical Products

Companies

• SN.L Smith & Nephew

Subjects

• Company Update


• Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public Regions

• Europe Including UK


• Europe Ex. UK


• France


• United Kingdom


• Global


• Russia


• EMEA Emerging


• UBSW EMEA


• Emerging Markets


• Americas


• United States


• North America

Subjects

• Company Update


• Industry Overview


• Market Strategy / Comment


• Operating Results


• Morning Note

]]> Neha Agarwal http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public|20091106081711 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• IGT.N International Game


• ALL.AX Aristocrat

Subjects

• Company Update


• Morning Note

]]> Robin M. Farley IGT.N ALL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public|20091106080854 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82269|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• MGM.N MGM MIRAGE

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Robin M. Farley MGM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82269|native|public|20091106080508 Fri, 6 Nov 2009