EFTA01461598.pdf

From: Tazia Smith Sent: 4/23/2014 5:42:19 PM To: [email protected] CC: Nay Gupta Vinit Sahni Paul Morris Vahe Stepanian Subject: Tech Update.... ICI Attachments: pic14749.gif; pic28871.gif; pic04106.gif Classification: confidential Jeffrey - AAPL (+570k) As you saw, Apple posted a strong quarter top and bottom line beat with in-line guidance. Apple increased its share repurchase of 5908 from S608, increased dividend by 8% to S3.29/quarter, and announced a 7-for-1 split. shares are up over 530 in the after-market to —S566. Recall that you own 2k shares at 5529 (+S70k on your position). consider adding on momentum. FS (+438k) Facebook has bounced around after reporting a top and line beat...and announcing that the company's CFO (David Ebersman) is stepping down. But the stock has recouped today's losses, trading -$63 after-hours. As you know, you own 17,500 shares at the IPO price of $38 (+5438k on your position) TWIR (+S30k) Twitter reports it's second quarter as a public company next Tuesday, 4/29, and May represents the expiry of a significant lock up of restricted PE shares. Stock's fallen from 70 to 45 as you know, but post these two headwinds may present a compelling entry point to add to your longer-term position. (chart below) As you know, you own 1,500 shares at the IPO price of S26 (+30k on your position). (Embedded image moved to file: pic14749.gif) (Embedded image moved to file: pic28871.gif) Tazia smith Director I Key client Partners - us DB securities Inc Deutsche Asset 8. wealth management 345 Park Avenue, 10154-0004 New York, NY, USA Tel. +1(212)454-2889 Fax +1(646)257-3131 mobile +1 (917)327-4107 Email tazia.smithedb.com (Embedded image moved to file: pic04106.gif) CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 123741 CONFIDENTIAL SDNY_GM_00269925 EFTA01461598