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 | |
| 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 | |
| 18.02.11 | Cypress Semiconductor overweight | Barclays Capital | |
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| 15.02.11 | Micron Technology overweight | Barclays Capital | |
| 11.02.11 | Analog Devices overweight | Barclays Capital | |
| 10.02.11 | NVIDIA overweight | Barclays Capital | |
| 03.02.11 | Broadcom overweight | 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 | |
| 24.01.11 | Analog Devices overweight | Barclays Capital | |
| 21.01.11 | Xilinx overweight | Barclays Capital | |
| 19.01.11 | QUALCOMM overweight | 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 | |
| 02.12.10 | Microchip Technology overweight | Barclays Capital | |
| 24.11.10 | Analog Devices overweight | Barclays Capital | |
| 09.11.10 | Micron Technology overweight | Barclays Capital | |
| 05.11.10 | QUALCOMM overweight | Barclays Capital | |
| 25.10.10 | Cypress Semiconductor overweight | Barclays Capital | |
| 22.10.10 | Xilinx overweight | Barclays Capital | |
| 13.10.10 | Analog Devices overweight | Barclays Capital | |
| 07.10.10 | QUALCOMM overweight | Barclays Capital | |
| 16.09.10 | QUALCOMM overweight | Barclays Capital | |
| 19.07.10 | AMD (Advanced Micro Devices) overweight | Barclays Capital | |
| 08.07.10 | AMD (Advanced Micro Devices) kaufen | Barclays Capital | |
| 08.07.10 | Intel kaufen | Barclays Capital | |
| 30.06.10 | Micron Technology kaufen | Barclays Capital | |
| 30.06.10 | Cypress Semiconductor kaufen | Barclays Capital | |