瑞士信贷：2008年美国高科技行业年会资料

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Table of Contents
Sector Snapshots 5
Global Technology Strategy 6
John Pitzer 6
Small- and Mid-Cap Internet 7
John Blackledge 7
Computer Services & IT Consulting 8
Bryan Keane 8
Semiconductor Capital Equipment 9
Satya Kumar 9
Semiconductor Devices 10
John Pitzer 10
Randy Abrams 11
IT Hardware 12
Bill Shope, CFA 12
Software 13
Philip Winslow 13
Bryan McGrath 14
Telecommunications Equipment 15
Kulbinder Garcha 15
Communications Infrastructure 16
Paul Silverstein 16
Electronics Supply Chain 17
William Stein 17
Internet, Media & Entertainment Software 18
Spencer Wang 18
Covered Companies 19
Accenture Ltd. 20
Acme Packet Inc. 21
ADC Telecommunications Inc. 22
Advanced Micro Devices, Inc. 23
Affiliated Computer Services Inc. 24
Amazon.com Inc. 25
Amkor Technology Inc. 26
Amphenol Corporation 27
ANADIGICS Inc. 28
Applied Materials Inc. 29
Arrow Electronics, Inc. 30
Autodesk Inc. 31
Avnet Inc. 32
Benchmark Electronics Inc. 33
BMC Software Inc. 34
Broadcom Corp. 35
Brooks Automation Inc. 36
CA Inc. 37
Celestica Inc. 38
Check Point Software Technologies Ltd. 39
Cisco Systems Inc. 40
Citrix Systems Inc. 41
Cognizant Technology Solutions Corp. 42
Computer Sciences Corp. 43
CommVault Systems Inc. 44
Concur Technologies Inc. 45
Cymer Inc. 46
Cypress Semiconductor Corp. 47
Dell Inc. 48
Deltek 49
DemandTec 50
Digital River Inc. 51

Entropic Communications Inc. 52
Ericcson 53
FEI Co. 54
Fidelity National Information Services 55
Genpact 56
GT Solar 57
Infosys Technologies Ltd. 58
Intersil Corp. 59
Intuit 60
Jabil Circuit Inc. 61
Jack Henry & Associates 62
Juniper Networks 63
Kenexa 64
Lam Research Corp. 65
Lexmark International 66
Linear Technology Corp. 67
Marvell Technology Group Ltd. 68
Maxim Integrated Products 69
Mellanox Technologies Ltd. 70
MEMC Electronic Materials Inc. 71
Micrel, Inc. 72
Micron Technology Inc. 73
Microsoft Corp. 74
NetApp Inc. 75
NetSuite Inc. 76
NeuStar Inc. 77
Omniture Inc. 78
QUALCOMM Inc. 79
Quest Software, Inc. 80
Salesforce.com Inc. 81
SAP 82
Silicon Laboratories Inc. 83
Sonus Networks Inc. 84
Spansion Inc. 85
STMicroelectronics 86
Sun Microsystems Inc. 87
SunPower Corp. 88
Symantec Corporation 89
Teradyne Inc. 90
Texas Instruments Inc. 91
Total System Services 92
Totvs S.A. 93
Tyco Electronics 94
Varian Semiconductor Equipment Associates Inc. 95
VeriSign Inc. 96
Vmware Inc. 97
Websense Inc. 98
Wipro Ltd. 99
Xilinx 100
Uncovered Companies 101
3PAR, Inc. 102
Advanced Energy Industries 103
Aruba Networks Inc. 104
Atheros Communications Inc. 105
Bankrate 106
Blackboard Inc. 107
Blue Coat Systems, Inc. 108
Brocade Communications 109
Cavium Networks Inc. 110
DST Systems, Inc. 111
Epicor Software Corp. 112

Harmonic Inc. 113
Ingram Micro, Inc. 114
International Rectifier 115
LoopNet Inc. 116
Marchex Inc. 117
Netezza Corp. 118
NVIDIA Corporation 119
Perot Systems 120
Polycom, Inc. 121
Powerwave Technologies, Inc. 122
RealNetworks 123
Sapient Corp. 124
Shutterfly Inc. 125
Skyworks Solutions 126
Synaptics 127
Tech Data 128
Tellabs Inc. 129
The Knot 130
United Online 131
ValueClick 132
Veeco Instruments 133
Wright Express 134
Xyratex 135

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