Close

Barclays 2012 Top Picks: Becoming Somewhat More Optimistic - Signs of Progress, Growth and Soft Landings Dec 13, 2011 11:39AM
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
View Older Stories

Nov 23, 2011 03:09PM Barclays Maintains an 'Equalweight' on LTX-Credence (LTXC); January Likely A Bottom, But Timing of Recovery Remains Uncertain
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
Nov 14, 2011 02:48PM Barclays Maintains an 'Overweight' on Teradyne (TER); Our Best Idea in Semi Equipment
Oct 28, 2011 04:20PM Barclays Maintains an 'Overweight' on Teradyne (TER); At or Near Trough on Current Pause, Now Just a Waiting Game for Recovery
Oct 24, 2011 01:13PM Barclays on Semiconductors And Equipment: Weekly Muse-ings: Previewing TXN, BRCM, NVLS, TER, MX, KLAC, AMD, CODE
Oct 10, 2011 10:53AM Notable Analyst Rating Changes 10/10: (NFLX) (SGY) (POT) Upgraded; (S) (SFSF) (LUV) Downgraded
Sep 26, 2011 01:20PM Barclays on Semiconductors And Equipment: Like MU Near-Term; Updating SPE 2011/2012 Outlook
Sep 1, 2011 02:22PM Barclays Reiterates an 'Overweight' on Teradyne (TER); Cutting Numbers
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
Jun 13, 2011 01:29PM Barclays Maintains an 'Equalweight' on Verigy (VRGY); DOJ Clears Advantest Acquisition; We See Deal Closing Soon
May 31, 2011 02:28PM Barclays on Technology: Weekly Muse-ings: Litho and Etch Still the Segments of Equipment to Own
May 24, 2011 01:18PM Barclays Maintains an 'Equalweight' on Verigy (VRGY); Top-Line Weakness and HSM in Order Book Speaks to Continued Share Strength at TER
May 23, 2011 01:10PM Barclays Maintains an 'Overweight' on Applied Materials (AMAT); Lowering Our Estimates/PT on Silicon Pause & Solar Capacity Digestion
Apr 29, 2011 02:28PM Barclays Reiterates an 'Overweight' on Teradyne (TER); Sell-Off Unjustified, Buy on Weakness
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 25, 2011 01:20PM Barclays Maintains an 'Equalweight' on LTX-Credence (LTXC); Business Profitability Shining Through
Feb 17, 2011 03:06PM Barclays Maintains an 'Overweight' on Teradyne (TER); A Lean, Mean, Fighting Machine
Feb 14, 2011 03:23PM Barclays on Technology: Weekly Muse-ings: Previewing Upcoming Week and Updating LCD Capex Model
Feb 10, 2011 02:51PM Barclays Maintains an 'Equalweight' on Amkor Technology (AMKR); Multiple Headwinds in 4Q10/1Q11, But Story Still Fundamentally Sound
Jan 28, 2011 01:34PM Barclays Raises Numbers on KLA-Tencor (KLAC); Foundry Exposure Drives Estimates Higher
Jan 27, 2011 03:14PM Barclays Reiterates an 'Overweight' on Teradyne (TER); SOC Test Has Troughed, Biz Model Still Underappreciated, Valuation Compelling
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 7, 2010 01:37PM Notable 52-Week Highs and Lows of the Day 12/07: RFMD, MCD, TER, CML, AAPL High; CEU, SWS Low
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 11, 2010 07:09PM Barclays Raises Price Target on Teradyne (TER); Our Top Pick Heading Into Year-End
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
Jun 5, 2009 10:03AM David Moenning's Daily State of the Markets: 6/5
Jan 30, 2009 09:55AM Notable Analyst Rating Changes 1/30: TER, TRA, AZN, BSX Upgraded; X, ALL, SGP, UA Downgraded
Jan 5, 2009 10:04AM David Moenning's Daily State of the Markets: 01/05
Jan 5, 2009 09:55AM Barclays Capital Upgrades Teradyne (TER) to Overweight
Oct 23, 2008 10:07AM David Moenning's Daily State of the Markets: 10/23
View Older Stories