UBS Global Technology Conference 8 November 2018Contents
Electronic & Electrical Equipment ... 4
Nidec (Buy, PT JPY 20,000) .. 5
Internet & Interactive Entertainment ......... 6
Activision Blizzard (Buy, PT $88) ....... 7
Despegar (Buy, PT $22)9
eBay (Buy, PT $42) . 11
Electronic Arts (Buy, PT $138) ........ 12
Twitter (Buy, PT $44) ......... 14
Zynga (Buy, PT $5) . 15
IT Hardware & Services ...... 17
Accenture Inc. (Neutral, PT $175) ... 18
Avnet (NR) . 19
IBM (Buy, PT $150)20
Semiconductors & Semiconductor Equipment ..... 21
ASML (Buy, PT €200) ......... 22
Intel Corp. (Buy, PT $60) .... 23
KLA-Tencor Corp (Buy, PT $135) .... 24
LAM Research Corp (Neutral, PT $170) ...... 26
Micron Technology Inc (Neutral, PT $52) .... 28
STMicroelectronics (Neutral, PT €13) .......... 29
Texas Instruments Inc (Sell, PT $90)30
Software ..... 31
Adobe Systems Inc (Buy, PT $310) . 32
Avast plc (Buy, PT 320p) .... 33
Check Point Software Technologies Ltd (Neutral, PT $114)34
CyberArk Software Ltd (Buy, PT $90) ......... 35
FireEye (Neutral, PT $17) .... 36
ForeScout Technologies Inc (Buy, PT $42) .. 37
Fortinet Inc (Neutral, PT $88) ......... 38
Microsoft Corp. (Buy, PT $125) ...... 39
MINDBODY Inc (Neutral, PT $28) ... 41
New Relic Inc (Neutral, PT $98) ...... 42
SAP (Buy, PT €110)43
ServiceNow Inc (Buy, PT $214) ....... 44
Jennifer Swanson Lowe
Analyst
jennifer.lowe@ubs
+1-415-352 4694
Timothy Arcuri
Analyst
timothy.arcuri@ubs
+1-415-352 5676
Eric J. Sheridan
Analyst
eric.sheridan@ubs
+1-212-713 9310
Fatima Boolani
Analyst
fatima.boolani@ubs
+1-212-713 8345
Michael Briest
Analyst
michael.briest@ubs
+44-20-7568 8367
Shingo Hirata, CFA
Analyst
shingo.hirata@ubs
+81-3-5208 6224
David Mulholland, CFA
Analyst
david.mulholland@ubs
+44-20-7568 4069
John Roy, Ph.D.
Analyst
john.roy@ubs
+1-212-713 9440
Tejas Venkatesh
Analyst
tejas.venkatesh@ubs
+1-415-352 4719
UBS Global Technology Conference 8 November 2018Tableau Software (Buy, PT $130) ... 45
Zendesk Inc (Neutral, PT $56) ......... 46
Telecom & Networking Equipment ........... 47
Acacia Communications Inc (Buy, PT $48) .. 48
Arista Networks Inc (Neutral, PT $290) ....... 49
Ericsson (Neutral, PT SKr 72) .......... 50
Juniper Networks (Neutral, PT $31)51
Lumentum Holdings Inc (Buy, PT $80) ........ 52
Nokia (Buy, PT €5.70) ........ 53
UBS Global Technology Conference 8 November 2018Electronic & Electrical Equipment¡£