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Barclays Reiterates an 'Overweight' on Lam Research (LRCX); M&A Continues with Acquisition of NVLS Dec 15, 2011 03:28PM
Barclays on Semiconductors And Equipment: BRCM Set Up for Relative Outperformance Between Now and MWC Dec 12, 2011 03:49PM
Barclays on Technology: Barclays Tech Conference - Day 2 Recap Dec 9, 2011 03:17PM
Barclays Tech Conference - Day 1 Recap Dec 8, 2011 03:45PM
Baclays on Semiconductors And Equipment: Previewing Our Tech Conf & Mid-Q Updates from NVLS, TXN, ALTR Dec 5, 2011 03:40PM


Nov 21, 2011 04:05PM Lam Research Corporation Announces Participation at Upcoming Conferences
Nov 21, 2011 01:27PM Barclays on Semiconductors And Equipment: Previewing ADI
Nov 17, 2011 01:58PM Barclays Maintains an 'Overweight' on Applied Materials (AMAT); Display/EES Weighs on Silicon Trough; See Better Upside Elsewhere
Oct 24, 2011 01:13PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Previewing TXN, BRCM, NVLS, TER, MX, KLAC, AMD, CODE
Oct 20, 2011 02:26PM Barclays Maintains an 'Overweight' on Lam Research (LRCX); Opex Increase Dampens Earnings Power
Oct 17, 2011 01:28PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Previewing ALTR, CYMI, INTC, FSL, LLTC, LRCX, MKSI, XLNX
Sep 26, 2011 01:20PM Barclays on Semiconductors And Equipment: Like MU Near-Term; Updating SPE 2011/2012 Outlook
Sep 19, 2011 01:43PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Top 10 Takeaways from Asian IT Supply Chain Visit
Sep 12, 2011 01:36PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Focus Turns to Intel Developer Forum
Sep 6, 2011 01:36PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Stabilization Trade for Semis Likely to Continue
Jul 28, 2011 02:46PM Barclays Reiterates an 'Overweight' on Lam Research (LRCX); We Anticipate Shipment Acceleration in Dec Q; Remaining a Top Pick
Jul 15, 2011 02:22PM Barclays Update on U.S. Semiconductor Capital Equipment: Semicon West Recap - Resetting Our Estimates for the Current Mid-Cycle Pause
Jul 13, 2011 01:35PM Barclays on U.S. Semiconductor Capital Equipment: SPE Shares Nearing Washed-Out Levels (But Catalyst Hard to Call)
Jul 12, 2011 02:03PM Barclays Maintains an 'Equalweight' on Novellus (NVLS); Foundry Weakness Weighs on 3Q Guide
Jul 11, 2011 10:57AM Notable Analyst Rating Changes 07/11: (WFM) (LRCX) (MSCC) Upgraded; (CX) (NTSP) (AMD) Downgraded
Jun 1, 2011 12:36PM Barclays Maintains an 'Equalweight' on Novellus (NVLS); 3Q Orders Guided Up Significantly
May 31, 2011 02:28PM Barclays on Technology: Weekly Muse-ings: Litho and Etch Still the Segments of Equipment to Own
May 23, 2011 01:10PM Barclays Maintains an 'Overweight' on Applied Materials (AMAT); Lowering Our Estimates/PT on Silicon Pause & Solar Capacity Digestion
Apr 21, 2011 01:17PM Barclays Maintains an 'Overweight' on Lam Research (LRCX); Foundry Pushouts Add to Drama, but Cycle To Continue: Buy Into 3Q Inflection
Apr 11, 2011 02:22PM Barclays on U.S. Semiconductor Capital Equipment: Increasing Capital Intensity Drives Upbeat Thesis for Our Top Picks
Mar 28, 2011 02:30PM Barclays on Technology: Weekly Muse-ings: Might China Add to Foundry Arms Race? Worth Watching
Mar 24, 2011 01:41PM Barclays Maintains an 'Overweight' on Applied Materials (AMAT); Few Surprises at Analyst Day; Continue to Expect Shares to Grind Higher in FY11
Mar 21, 2011 01:51PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming AMAT Analyst Day
Mar 14, 2011 01:52PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming Week and Updated Lithography Outlook
Mar 3, 2011 03:26PM Barclays Maintains an 'Equalweight' on Novellus (NVLS); Maintains March Qtr Outlook; We Think They Are Just Being Conservative
Feb 28, 2011 03:41PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming Week and Recap of SIL LED Trade Show
Feb 14, 2011 03:23PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming Week and Updating LCD Capex Model
Jan 27, 2011 02:50PM Barclays Maintains an 'Overweight' on Lam Research (LRCX); Opex Investment Today, More Share Gains Expected Tomorrow
Jan 10, 2011 03:11PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming Week and Takeaways from CES
Jan 5, 2011 01:29PM Barclays on U.S. Semiconductor Capital Equipment: MTSN Not Leading Indicator for Equipment, It's Company Specific
Dec 17, 2010 03:21PM Barclays on U.S. Semiconductor Equipment: Updating Our Investment Outlook for 2011
Dec 13, 2010 02:49PM Recapping the Barclays Capital Tech Conference
Dec 6, 2010 02:48PM Barclays on Technology: Weekly Muse-ings: Previewing NVLS Mid-Q and the Barclays Capital Tech Conference
Nov 15, 2010 03:10PM Barclays on Technology: Weekly Muse-ings: Previewing AMAT and Revisiting Industrials Premium to Semi Cap
Nov 15, 2010 02:56PM Barclays Maintains an 'Equalweight' on Applied Materials (AMAT); Raising Our Estimates into Earnings Call, but Stock Not Ready for Take-Off
Oct 4, 2010 02:56PM Barclays on Semiconductor Capital Equipment: Weekly Muse-ings- Look at Foundry Capex
Sep 27, 2010 01:38PM Barclays on Semiconductor Capital Equipment: Weekly Muse-ings - EUV Gaining Momentum
Sep 20, 2010 02:15PM Barclays on Semiconductor Capital Equipment: Weekly Muse-ings - Variable Dividends?
Sep 7, 2010 02:11PM Barclays on Semiconductor Capital Equipment: Worsening Macro - Updated Capex Thoughts
Oct 13, 2009 08:51AM Barclays Upgrades Lam Research (LRCX) to Overweight
Sep 4, 2009 09:30AM David Moenning's Daily State of the Markets: If a Tree Falls In the Woods…
Jun 8, 2009 09:51AM David Moenning's Daily State of the Markets: 6/8
Jun 5, 2009 10:03AM David Moenning's Daily State of the Markets: 6/5
Jan 14, 2009 10:11AM David Moenning's Daily State of the Markets: 1/14
Oct 23, 2008 10:07AM David Moenning's Daily State of the Markets: 10/23