Upgrade to OW: Attractive entry point Slightly softer revenue but margin trends intact Gaming ambushes ramp-up in video and search Coal-fired power recovery masks higher non-power losses 3Q13 beat the consensus, we see stronger 2014-15 Asia fund flow monitor 4 metrics you should notice Downgrade to UW: Challenges more than skin deep Raise our EPS on strong drilling segment Q313 growth remain strong