Analysen von C.J. Muse

27.06.12 Skyworks Solutions overweight Barclays Capital
27.06.12 Broadcom overweight Barclays Capital
22.06.12 Micron Technology overweight Barclays Capital
21.06.12 Applied Materials overweight Barclays Capital
06.06.12 Lam Research overweight Barclays Capital
30.05.12 LSI overweight Barclays Capital
24.05.12 Analog Devices equal-weight Barclays Capital
15.05.12 NVIDIA equal-weight Barclays Capital
08.05.12 Micron Technology overweight Barclays Capital
04.05.12 Microchip Technology overweight Barclays Capital
03.05.12 Broadcom overweight Barclays Capital
27.04.12 Teradyne overweight Barclays Capital
25.04.12 Intel equal-weight Barclays Capital
23.04.12 Cypress Semiconductor overweight Barclays Capital
23.04.12 Altera overweight Barclays Capital
23.04.12 AMD (Advanced Micro Devices) equal-weight Barclays Capital
20.04.12 QUALCOMM overweight Barclays Capital
20.04.12 Lam Research overweight Barclays Capital
13.04.12 Micron Technology overweight Barclays Capital
13.04.12 Broadcom overweight Barclays Capital
13.04.12 Microchip Technology overweight Barclays Capital
13.04.12 AMD (Advanced Micro Devices) equal-weight Barclays Capital
13.04.12 Spansion A equal-weight Barclays Capital
13.04.12 KLA-Tencor equal-weight Barclays Capital
13.04.12 Intel equal-weight Barclays Capital
10.04.12 QUALCOMM overweight Barclays Capital
04.04.12 Cavium overweight Barclays Capital
26.03.12 Micron Technology overweight Barclays Capital
16.03.12 LSI overweight Barclays Capital
08.03.12 Cypress Semiconductor overweight Barclays Capital
07.03.12 AMD (Advanced Micro Devices) equal-weight Barclays Capital
22.02.12 Marvell Technology Group equal-weight Barclays Capital
14.02.12 Micron Technology overweight Barclays Capital
10.02.12 Microchip Technology overweight Barclays Capital
06.02.12 Novellus Systems equal-weight Barclays Capital
06.02.12 Microchip Technology equal-weight Barclays Capital
06.02.12 Cymer overweight Barclays Capital
06.02.12 Microchip Technology overweight Barclays Capital
03.02.12 QUALCOMM overweight Barclays Capital
02.02.12 Broadcom overweight Barclays Capital
30.01.12 Teradyne overweight Barclays Capital
30.01.12 Cypress Semiconductor overweight Barclays Capital
27.01.12 Teradyne overweight Barclays Capital
27.01.12 Lam Research overweight Barclays Capital
26.01.12 Altera overweight Barclays Capital
25.01.12 Texas Instruments equal-weight Barclays Capital
24.01.12 QUALCOMM overweight Barclays Capital
23.01.12 Intel equal-weight Barclays Capital
23.01.12 Skyworks Solutions overweight Barclays Capital
20.01.12 Xilinx equal-weight Barclays Capital