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Technology
Applied Technologies
Ajit Pai tel 212.271.3695Company Symbol Current Rating Price Market Cap(mn)
Agilent Technologies, Inc. A Market Weight $28.85 $10097.5Checkpoint Systems, Inc. CKP Market Weight $14.22 $565.29Coherent, Inc. COHR Overweight $25.88 $631.21Corning Incorporated GLW Market Weight $16.58 $26014.02Danaher Corporation DHR Market Weight $71.17 $23932.19EXFO Electro-Optical Engineering Inc. EXFO Overweight $3.74 $222.73FARO Technologies, Inc. FARO Overweight $19.15 $308.2FLIR Systems, Inc. FLIR Market Weight $28.79 $4614.66Finisar Corporation FNSR Market Weight $9.11 $586.48IPG Photonics Corporation IPGP Overweight $14.94 $697.62Intermec Inc. IN Market Weight $12.24 $759.64Ixia XXIA Overweight $6.49 $405.96JDS Uniphase Corporation JDSU Overweight $7.43 $1616.03Keithley Instruments, Inc. KEI Overweight $4.17 $65.52LeCroy Corporation LCRY Market Weight $3.92 $48.08NCR Corporation NCR Market Weight $9.67 $1549.13National Instruments Corporation NATI Market Weight $28.32 $2211.88Newport Corporation NEWP Market Weight $7.43 $269.07Oclaro, Inc. OCLR Overweight $1.3 $242.06Oplink Communications, Inc. OPLK Overweight $16.88 $357.4Opnext, Inc. OPXT Overweight $1.75 $155.35Rofin-Sinar Technologies Inc. RSTI Market Weight $22.53 $660.13ScanSource, Inc. SCSC Market Weight $23.75 $637Trimble Navigation Limited TRMB Market Weight $22.78 $2798.61Zebra Technologies Corporation ZBRA Market Weight $27.02 $1596.42
Communications Equipment
Hasan Imam , PhD tel 212.271.3462Company Symbol Current Rating Price Market Cap(mn)
ADTRAN, Inc. ADTN Overweight $21.02 $1346.75ARRIS Group, Inc. ARRS Overweight $9.98 $1294.36Ciena Corporation CIEN Market Weight $12.15 $1360.8Cisco Systems, Inc. CSCO Overweight $23.38 $137263.98
Technology
Communications Equipment
Hasan Imam , PhD tel 212.271.3462Company Symbol Current Rating Price Market Cap(mn)
F5 Networks, Inc. FFIV Market Weight $47.73 $3799.93Harmonic Inc. HLIT Market Weight $5.24 $506.88Infinera Corp. INFN Market Weight $8.08 $802.29Juniper Networks, Inc. JNPR Market Weight $25.67 $13813.85L.M. Ericsson Telephone Company ERIC Market Weight $9.86 $31453.4Polycom, Inc. PLCM Underweight $21.72 $1872.24Riverbed Technology, Inc. RVBD Overweight $20.04 $1509.03Starent Networks, Corp. STAR Overweight $34.49 $2615.76
Computer Systems and Storage
Doug Reid , CFA tel 212.271.3841Company Symbol Current Rating Price Market Cap(mn)
3PAR Inc. PAR Overweight $10.32 $661.55Apple Inc. AAPL Overweight $200.59 $183414.28Compellent Technologies Inc. CML Overweight $20.65 $636.02Cray Inc. CRAY Overweight $6.9 $232.45Dell Inc. DELL Market Weight $14.14 $27657.84EMC Corporation EMC Overweight $16.75 $34604.68Hewlett-Packard Company HPQ Overweight $49.07 $119387.31NetApp Inc. NTAP Overweight $30.83 $10782.82Netezza Corporation NZ Overweight $10.08 $641.72Seagate Technology STX Overweight $15.54 $7738.14Sun Microsystems, Inc. JAVA Market Weight $8.52 $6415.56Super Micro Computer, Inc. SMCI Overweight $9.68 $388.56Teradata Corporation TDC Market Weight $28.83 $5019.3Ultratech, Inc. UTEK Market Weight $13.01 $309.7Verigy Ltd. VRGY Overweight $10.25 $602.94Western Digital Corporation WDC Overweight $37.5 $8625
Electronic Supply Chain
Matthew Sheerin tel 212.271.3753Company Symbol Current Rating Price Market Cap(mn)
AVX Corporation AVX Market Weight $12.1 $2060.35
November 30, 2009
Additional information provided upon request.
This document is intended solely as a summary of Thomas Weisel Partners LLC's Coverage List as of the date contained in this list. This document is not intended, nor is it to be construed,as an analysis or recommendation of any security that would be sufficient to form the basis for an investment decision. Investors who wish to make an investment decision with respect toany of the securities mentioned in this document should obtain and review specific research reports prepared by Thomas Weisel Partners LLC and available via password at tweisel.com.All information in this document is subject to change without notice. This document is not to be construed as a representation or as an offer or the solicitation of an offer by us to purchase orsell any security and should not be interpreted as such. From time to time, the Firm and/or its directors, officers, employees, or members of their immediate families may have a long orshort position in the securities or instruments mentioned in this document. Moreover, the securities mentioned in this document may be sold to or purchased from customers or otherwise bythe Firm or its directors, officers, employees, or members of their immediate families, as principal. In the United Kingdom, this document is intended only to be directed at marketcounterparties and intermediate customers. It is not intended to be directed at private customers, and it may not and is not intended to be distributed to or passed on, directly or indirectly, toprivate customers. The investments and/or services detailed in this document are available only to market counterparties and intermediate customers. Only market counterparties andintermediate customers may rely on this document. Private customers should not rely on the contents of this document.
Thomas Weisel Partners International Limited, authorized by the FSA, has approved this document for the sole purpose of the financial promotion regime under Section 21 of the Financial Servicesand Markets Act of 2000. © Thomas Weisel Partners LLC, 2009. All rights reserved. Any unauthorized use, duplication or disclosure is prohibited by law and will result in prosecution.
Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as11/30/2009Source: Factset and Thomas Weisel Partners LLC.It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color asPage 1 of 12
 
Technology
Electronic Supply Chain
Matthew Sheerin tel 212.271.3753Company Symbol Current Rating Price Market Cap(mn)
Agilysys, Inc. AGYS Suspended Rating $7.87 $193.21Amphenol APH Overweight $41.35 $7191.95Arrow Electronics, Inc. ARW Market Weight $26.49 $3199.59Avnet, Inc. AVT Market Weight $27.15 $4144.04Celestica Inc. CLS Market Weight $8.25 $1911.53Flextronics International Ltd. FLEX Overweight $7.14 $5835.24Ingram Micro Inc. IM Market Weight $17.4 $2901.25Insight Enterprises, Inc. NSIT Market Weight $10.65 $494.64Jabil Circuit, Inc. JBL Market Weight $13.34 $2786.01Merix Corporation MERX Market Weight $1.74 $37.54Molex Incorporated MOLX Market Weight $18.88 $3275.42Motorola, Inc. MOT Overweight $8.2 $19019.9Multi-Fineline Electronix Inc. MFLX Overweight $25.15 $644.45Nu Horizons Electronics Corp. NUHC Overweight $4.03 $73.17Palm, Inc. PALM Market Weight $11 $1551.03Research In Motion RIMM Overweight $58.14 $33347.07SYNNEX Corp. SNX Market Weight $28.21 $975.92TTM Technologies, Inc. TTMI Overweight $10.41 $453.16Tech Data Corporation TECD Market Weight $42.64 $2181.38Tyco Electronics TEL Overweight $23.46 $10815.06Vishay Intertechnology, Inc. VSH Overweight $7.17 $1339.53
Information & Financial Technology Services
David Grossman tel 415.364.2541Company Symbol Current Rating Price Market Cap(mn)
Accenture Ltd. ACN Market Weight $40.51 $31552.4Affiliated Computer Services, Inc. ACS Overweight $55.54 $5447.97Automatic Data Processing, Inc. ADP Overweight $43.53 $21926.06Bottomline Technologies, Inc. EPAY Market Weight $15.3 $383.68Computer Sciences Corporation CSC Overweight $54.26 $8362.88Echo Global Logistics, Inc. ECHO Overweight $12.686 $280.36ExlService Holdings, Inc. EXLS Overweight $16.15 $474.3Infosys Technologies Limited INFY Market Weight $50.57 $28877.49International Business Machines Corporation IBM Overweight $125.7 $168211.74Paychex, Inc. PAYX Market Weight $31.33 $11321.47Sapient Corporation SAPE Overweight $7.38 $998.67The Nasdaq OMX Group, Inc. NDAQ Overweight $18.78 $4037.83
Semiconductors: Analog & Mixed Signal
Tore Svanberg tel 415.364.7461Company Symbol Current Rating Price Market Cap(mn)
Advanced Analogic Technologies Incorporated AATI Overweight $3.31 $142.18Atheros Communications, Inc. ATHR Overweight $28.06 $1801.87Cirrus Logic, Inc. CRUS Overweight $5.31 $347.66Entropic Communications, Inc. ENTR Market Weight $2.84 $211.46Hittite Microwave Corporation HITT Overweight $37.69 $1128.17
Technology
Semiconductors: Analog & Mixed Signal
Tore Svanberg tel 415.364.7461Company Symbol Current Rating Price Market Cap(mn)
Intersil Corporation ISIL Market Weight $12.92 $1580.12Linear Technology Corporation LLTC Overweight $26.91 $6106.12MEMSIC, Inc. MEMS Suspended Rating $3.2 $77.13Maxim Integrated Products, Inc. MXIM Overweight $17.79 $5553.36Micrel, Inc. MCRL Overweight $7.05 $440.94Microsemi Corporation MSCC Overweight $15.43 $1246.44Monolithic Power Systems, Inc. MPWR Overweight $21.78 $811.24National Semiconductor Corp. NSM Market Weight $14.47 $3442.41O2Micro International Ltd. OIIM Overweight $4.33 $163.22Power Integrations, Inc. POWI Overweight $33.5 $901.28RF Micro Devices, Inc. RFMD Market Weight $4.3 $1284.27Silicon Laboratories Inc. SLAB Overweight $42.6 $2015.92Skyworks Solutions, Inc. SWKS Market Weight $12.26 $2171.49Supertex, Inc. SUPX Market Weight $23.95 $311.04Techwell,Inc. TWLL Overweight $11.27 $251.49Texas Instruments Incorporated TXN Overweight $25.25 $32017Volterra Semiconductor Corporation VLTR Market Weight $16.63 $411.93
Semiconductors: Processors & Components
Kevin Cassidy tel 212.271.3864Company Symbol Current Rating Price Market Cap(mn)
Advanced Micro Devices, Inc. AMD Market Weight $6.85 $4753.9Broadcom Corporation BRCM Overweight $28.97 $15106.2Cavium Networks, Inc. CAVM Market Weight $20.2 $928.7Fairchild Semiconductor International, Inc. FCS Underweight $8 $1020Intel Corporation INTC Overweight $19.11 $107321.76Marvell Technology Group Ltd. MRVL Overweight $15.63 $10187.02Mellanox Technologies, Ltd. MLNX Overweight $18.17 $636.5Microchip Technology Incorporated MCHP Overweight $26.05 $4821.86Micron Technology, Inc. MU Overweight $7.3 $6163.39NVIDIA Corporation NVDA Overweight $12.79 $7331.11NetLogic Microsystems, Inc. NETL Overweight $40.38 $995.97On Semiconductor Corporation. ONNN Overweight $7.58 $1735.82PMC-Sierra, Inc. PMCS Market Weight $8 $1854.9SMART Modular Technologies, Inc. SMOD Overweight $4.59 $292.04STEC, Inc. STEC Overweight $12.24 $639.41SanDisk Corporation SNDK Overweight $19.66 $4580.01Synaptics, Inc. SYNA Overweight $26.75 $962.14TranSwitch Corporation TXCCD Market Weight $2.7 $53.87
Software: Applications
Blair Abernethy , CFA tel 416.815.3050Company Symbol Current Rating Price Market Cap(mn)
ANSYS, Inc. ANSS Market Weight $38.66 $3542.8Adobe Systems Incorporated ADBE Overweight $35.38 $18815.4Autodesk, Inc. ADSK Market Weight $23.62 $5486.93
November 30, 2009
Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as11/30/2009Source: Factset and Thomas Weisel Partners LLC.It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color asPage 2 of 12
 
Technology
Software: Applications
Blair Abernethy , CFA tel 416.815.3050Company Symbol Current Rating Price Market Cap(mn)
Axia NetMedia Corporation AXX-T Overweight C$1.39 C$89.9Cyberplex Inc. CX-T Overweight C$1.23 C$86.87Descartes Systems Group Inc. DSGX Overweight $4.91 $304.23MacDonald, Dettwiler and Associates Ltd. MDA-T Overweight C$42 C$1709.25OpenText Corp. OTEX Market Weight $36.78 $2092.08Parametric Technology Corporation PMTC Overweight $15 $1790.69Peer 1 Network Enterprises, Inc. PIX-T Overweight C$1.12 C$138.09SXC Health Solutions Corp. SXCI Market Weight $51.23 $1337.57
Software: Applications & Communications
Tom Roderick tel 415.364.5952Company Symbol Current Rating Price Market Cap(mn)
Amdocs Limited DOX Overweight $26.34 $5396.62Blackbaud, Inc. BLKB Market Weight $21.59 $946.2Blackboard Inc. BBBB Overweight $41.75 $1379.64CSG Systems International, Inc. CSGS Market Weight $16.35 $562.88Comverse Technology, Inc. CMVT Overweight $8.9 $1862.77Constant Contact, Inc. CTCT Overweight $17.82 $526.92DealerTrack Holdings, Inc. TRAK Market Weight $17.52 $690.91Informatica Corporation INFA Overweight $22.25 $2334.83Netsuite, Inc. N Market Weight $14.03 $911.59Nuance Communications, Inc. NUAN Overweight $15 $4289.22Openwave Systems Inc. OPWV Market Weight $2.36 $196.58PROS Holdings, Inc. PRO Overweight $7.49 $198.4RightNow Technologies, Inc. RNOW Market Weight $14.35 $465.28SAP AG SAP Market Weight $47.76 $56738.88Salary.com, Inc. SLRY Overweight $2.85 $46.07SoundBite Communications, Inc. SDBT Market Weight $2.875 $46.37Synchronoss Technologies, Inc. SNCR Overweight $13.54 $424.55Vocus, Inc. VOCS Overweight $16.36 $323.46salesforce.com CRM Overweight $63.25 $8133.7
Software: Infrastructure
Tim Klasell tel 415.364.2949Company Symbol Current Rating Price Market Cap(mn)
Akamai Technologies, Inc. AKAM Market Weight $23.92 $4503.49BMC Software, Inc. BMC Overweight $38.49 $7197.63Citrix Systems, Inc. CTXS Market Weight $37.88 $7058.33CommVault Systems, Inc. CVLT Market Weight $20.68 $924.29Digital River Inc. DRIV Market Weight $25.74 $980.51Double-Take Software, Inc. DBTK Overweight $8.99 $210LogMeIn, Inc. LOGM Overweight $16.69 $405.22McAfee, Inc. MFE Market Weight $39.92 $6384.21Microsoft Corporation MSFT Overweight $29.22 $262483.26Oracle Corporation ORCL Overweight $22.09 $110740.88Quest Software, Inc. QSFT Market Weight $16.88 $1550.36
Technology
Software: Infrastructure
Tim Klasell tel 415.364.2949Company Symbol Current Rating Price Market Cap(mn)
Red Hat, Inc. RHT Market Weight $26.8 $5163.26SolarWinds, Inc. SWI Overweight $18.51 $1332.72Symantec Corporation SYMC Overweight $17.69 $14338.81TIBCO Software Inc. TIBX Market Weight $8.64 $1487.76VMware Inc. VMW Market Weight $41.3 $16639.27
November 30, 2009
Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as11/30/2009Source: Factset and Thomas Weisel Partners LLC.It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color asPage 3 of 12
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