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Predictions

buy
Apple Inc.

Start price
Target price
Perf. (%)
€11.83
16.01.12
€14.29
14.02.12
15.60%
14.02.12

Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
buy
Corning Inc.

Start price
Target price
Perf. (%)
€10.98
14.01.12
€15.00
16.07.12
-7.11%
16.07.12

Intel Corp.

Start price
Target price
Perf. (%)
€20.05
12.01.12
€17.00
12.07.12
3.12%
12.07.12

buy
Alcatel-Lucent S.A.

Start price
Target price
Perf. (%)
€1.39
12.01.12
€2.00
03.02.12
7.22%
03.02.12

buy
Aixtron SE

Start price
Target price
Perf. (%)
€11.53
12.01.12
€12.50
23.01.12
8.50%
23.01.12

Infineon Technologies AG

Start price
Target price
Perf. (%)
€6.14
09.01.12
€5.80
17.01.12
7.20%
17.01.12

Aixtron SE

Start price
Target price
Perf. (%)
€10.78
06.01.12
€10.00
11.01.12
7.63%
11.01.12

buy
Corning Inc.

Start price
Target price
Perf. (%)
€10.45
06.01.12
€13.00
06.07.12
0.94%
06.07.12

buy
STMicroelectronics N.V. ADR

Start price
Target price
Perf. (%)
€4.69
05.01.12
€6.00
02.02.12
11.87%
02.02.12

Could be worthwhile Investment >10% per year
buy
STMicroelectronics N.V.

Start price
Target price
Perf. (%)
€4.79
05.01.12
€5.50
01.02.12
10.26%
01.02.12

Could be worthwhile Investment >10% per year
buy
Nokia Corp.

Start price
Target price
Perf. (%)
€4.17
05.01.12
€6.00
05.07.12
-56.17%
05.07.12

Could be worthwhile Investment >10% per year
Infineon Technologies AG

Start price
Target price
Perf. (%)
€6.12
04.01.12
€5.10
04.07.12
-10.56%
04.07.12

Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
buy
Samsung Electronics GDR

Start price
Target price
Perf. (%)
€368.09
03.01.12
€400.00
17.02.12
7.79%
17.02.12

buy
Alcatel-Lucent S.A.

Start price
Target price
Perf. (%)
€1.29
02.01.12
€2.00
13.02.12
33.93%
13.02.12

buy
Dialog Semiconductor plc

Start price
Target price
Perf. (%)
€12.16
29.12.11
€15.50
29.06.12
12.50%
29.06.12

buy
Marvell Technology Inc.

Start price
Target price
Perf. (%)
€10.39
29.12.11
€18.00
29.06.12
-17.30%
29.06.12

buy
Intel Corp.

Start price
Target price
Perf. (%)
€18.68
28.12.11
€24.00
06.01.12
6.67%
06.01.12

Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
buy
Viavi Solutions Inc

Start price
Target price
Perf. (%)
€7.89
23.12.11
€15.00
14.05.12
3.41%
14.05.12

buy
Micron Technology Inc.

Start price
Target price
Perf. (%)
€4.91
22.12.11
€6.00
13.02.12
21.75%
13.02.12

Süss MicroTec SE

Start price
Target price
Perf. (%)
€6.09
21.12.11
€4.50
21.06.12
50.76%
21.06.12

buy
ADVA Optical Networking SE

Start price
Target price
Perf. (%)
€3.51
21.12.11
€4.20
04.01.12
14.05%
04.01.12

buy
Basler AG

Start price
Target price
Perf. (%)
€3.72
20.12.11
€4.09
20.06.12
-7.05%
20.06.12

buy
Süss MicroTec SE

Start price
Target price
Perf. (%)
€6.31
20.12.11
€7.20
23.01.12
17.61%
23.01.12

buy
Süss MicroTec SE

Start price
Target price
Perf. (%)
€6.03
20.12.11
€7.50
17.01.12
12.31%
17.01.12

buy
Archos S.A.

Start price
Target price
Perf. (%)
€57,100
17.12.11
€70,000
02.01.12
15.59%
02.01.12