Epstein Secrets

departures and fines (Bloomberg) Philips Q1 strong with solid top line driven by healthcare, remains cautious for 2012 (trading +4.7%) billion) Vodafone agrees to buy Cable & Wireless for 38p/share (closed Friday at 32p) (£1.04 Aviva set to pull out of US in a move that could lose the UK insurer £1 b

ts (trading -0.50%) +0.79%) Gemalto wins order from America Movil, Banamex and Banco Inbursa in Mexico (trading Stagecoach IMS inline with UK and North America showing decent top line growth (trading -0.80%) Pou Sheng (3813 HK) -18% after profit warning (key retailer of Nike & Adidas goods in China) Lead

2,795 131,474 142,600 11,126 2.73% AT&T 151,589 144,539 135,309 (9,229) 2.59% Deutche Telekom 145,332 133,279 116,541 (16,738) 2.23% Vodafone 140,171 157,656 142,213 (15,443) 2.72% 0ao Gazprom-spon Ads 122,533 70,480 57,671 (12,809) 1.10% Citigroup Inc 106,350 21,129 19,616

inancial ■ Government ■ Energy ■ Basic Materials ■ Communications ■ Consumer, Non-cyclical ■ Industrial ■ Utilities Regions • ■ EI/1O11P ■ North America ■ Emerging Markets ■ Other 2 EFTA00615045 Cash Position ( in 000' USD) Bank CCY Original CCY USD HSBC USD 162,052 162,052 HSBC-LIQUI-

recent round of IT channel conversations - which note that F5's +2 years of R&D and sales cycle investment at the major telcos (e.g. Verizon, AT&T, Vodafone, Telefonica, etc) on Layer 4/7 network intelligence initiatives is starting to positively impact F5's telco sales pipeline. While the company noted

is keeping pace, helped by LTE and 3G infrastructure coverage/capacity projects in Europe, CALA, Africa and Asia and capacity improvements here in North America. The company's DAS business has done well, as enterprises continue to look for easily deployable, multi-vendor solutions. To build on this, the com