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