Analysen von Tim Luke

02.05.11 Skyworks Solutions overweight Barclays Capital
29.04.11 Xilinx overweight Barclays Capital
28.04.11 Broadcom overweight Barclays Capital
28.04.11 Altera equal-weight Barclays Capital
27.04.11 AMD (Advanced Micro Devices) equal-weight Barclays Capital
20.04.11 Texas Instruments equal-weight Barclays Capital
08.04.11 Texas Instruments equal-weight Barclays Capital
06.04.11 AMD (Advanced Micro Devices) equal-weight Barclays Capital
25.03.11 Micron Technology overweight Barclays Capital
17.03.11 NVIDIA overweight Barclays Capital
16.03.11 Xilinx overweight Barclays Capital
10.03.11 NVIDIA overweight Barclays Capital
03.03.11 Altera equal-weight Barclays Capital
18.02.11 Cypress Semiconductor overweight Barclays Capital
15.02.11 Micron Technology overweight Barclays Capital
11.02.11 Analog Devices overweight Barclays Capital
10.02.11 NVIDIA overweight Barclays Capital
04.02.11 Intel equal-weight Barclays Capital
03.02.11 Broadcom overweight Barclays Capital
02.02.11 Intel equal-weight Barclays Capital
31.01.11 Microchip Technology overweight Barclays Capital
31.01.11 Cypress Semiconductor overweight Barclays Capital
28.01.11 QUALCOMM overweight Barclays Capital
27.01.11 Altera equal-weight Barclays Capital
26.01.11 Texas Instruments equal-weight Barclays Capital
24.01.11 Analog Devices overweight Barclays Capital
24.01.11 AMD (Advanced Micro Devices) equal-weight Barclays Capital
21.01.11 Xilinx overweight Barclays Capital
19.01.11 QUALCOMM overweight Barclays Capital
17.01.11 Intel equal-weight Barclays Capital
11.01.11 Cypress Semiconductor overweight Barclays Capital
06.01.11 QUALCOMM overweight Barclays Capital
06.01.11 NVIDIA overweight Barclays Capital
27.12.10 Micron Technology overweight Barclays Capital
22.12.10 QUALCOMM overweight Barclays Capital
22.12.10 Analog Devices overweight Barclays Capital
22.12.10 Micron Technology overweight Barclays Capital
14.12.10 Marvell Technology Group equal-weight Barclays Capital
10.12.10 Intel equal-weight Barclays Capital
09.12.10 Texas Instruments equal-weight Barclays Capital
02.12.10 Microchip Technology overweight Barclays Capital
24.11.10 Analog Devices overweight Barclays Capital
10.11.10 NVIDIA equal-weight Barclays Capital
09.11.10 Micron Technology overweight Barclays Capital
05.11.10 QUALCOMM overweight Barclays Capital
28.10.10 RF Micro Devices equal-weight Barclays Capital
25.10.10 Cypress Semiconductor overweight Barclays Capital
22.10.10 Xilinx overweight Barclays Capital
21.10.10 Altera equal-weight Barclays Capital
13.10.10 Analog Devices overweight Barclays Capital