德意志银行：欧洲科技行业投资策略2009年7月

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Table of Contents
Executive Summary........................................................................... 4
Win-7: Global investment opportunity.......................................................................................4
Proprietary Survey: Indicates solid intentions to upgrade.........................................................7
Investment drivers ..................................................................................................................11
Adoption rates and the hardware cycle ..................................................................................11
Memory (DRAM & NAND)......................................................................................................12
64 bit vs 32 bit: Migration towards 64-bit computing could boost demand ...........................13
WinXP – Backward Compatibility Angle..................................................................................13
Playing Win-7 globally..................................................................... 15
Acer .......................................................................................................................................16
Adobe Systems.......................................................................................................................16
AMD ......................................................................................................................................16
ASML.....................................................................................................................................17
Asustek ..................................................................................................................................17
Compal Electronics .................................................................................................................18
Dell.........................................................................................................................................18
Foxconn Technology ...............................................................................................................18
Hon Hai Precision....................................................................................................................19
HP ..........................................................................................................................................19
Intel ........................................................................................................................................19
Logitech .................................................................................................................................20
Marvell Technology.................................................................................................................20
McAfee ..................................................................................................................................21
Micron....................................................................................................................................21
Microsoft ...............................................................................................................................21
NVIDIA ...................................................................................................................................22
Quanta ...................................................................................................................................22
Samsung Electronics...............................................................................................................23
Seagate..................................................................................................................................23
Symantec ...............................................................................................................................23
TSMC.....................................................................................................................................24
Western Digital .......................................................................................................................24
Performance Assessment ............................................................... 27
Consistent outperformance especially with successful OS releases......................................27
Appendix A....................................................................................... 32
Constituent Stock performance charts by year .......................................................................32
Appendix B: Win-7: The Basics....................................................... 34
Win-7: Elementary information ...............................................................................................34
Appendix C....................................................................................... 36
Entry dates for basket stocks & Additional Performance data ................................................36
Appendix D: Glossary...................................................................... 37
Appendix E: Stock data................................................................... 39
Stock Performance data for certain constituents ....................................................................39

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关键词：德意志银行 投资策略 行业投资 德意志 performance 投资 科技 行业 欧洲 德意志银行

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