Sectors With The Most Picks

Semiconductors and Semiconductor Equipment

Outperform
Ticker	Company Name	Pick Date	Score
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SIGM	Sigma Designs Inc	9/1/2006	+227.20
AMD	Advanced Micro Devices, Inc.	1/20/2009	+107.30
CRUS	Cirrus Logic, Inc.	4/7/2010	+93.66
SIMO	Silicon Motion Technology Corp. (ADR)	2/1/2011	+77.55
TSM	Taiwan Semiconductor Manufacturing Co. Ltd. (ADR	4/27/2010	+32.49
FCS	Fairchild Semiconductor International	4/15/2010	+24.92
ADI	Analog Devices, Inc.	8/18/2010	+21.26
TXN	Texas Instruments, Inc.	6/9/2010	+20.39
ONNN	ON Semiconductor Corp.	5/6/2010	+3.75
LLTC	Linear Technology Corp	4/14/2010	-0.13
ADI	Analog Devices, Inc.	9/11/2006	-4.89
TXN	Texas Instruments, Inc.	1/24/2012	-9.58
RFMD	RF Micro Devices, Inc.	8/10/2011	-18.76
LSI	LSI Corporation	4/15/2013	-21.27
MIPS	MIPS Technologies, Inc.	7/27/2011	-21.48
INTC	Intel Corp	12/12/2011	-28.85
IRF	International Rectifier Corp	2/1/2011	-29.91
MU	Micron Technology, Inc.	6/11/2012	-35.06
BRCM	Broadcom Corp	4/28/2010	-35.54
SWKS	Skyworks Solutions, Inc.	4/7/2011	-38.97
ENTR	Entropic Communications	7/9/2012	-43.93
NVDA	NVIDIA Corporation	9/17/2009	-44.27
SIMG	Silicon Image, Inc.	10/27/2010	-44.55
CY	Cypress Semiconductor Corp	7/22/2010	-45.63
AMD	Advanced Micro Devices, Inc.	1/25/2012	-46.17
SIMG	Silicon Image, Inc.	5/24/2006	-49.52
SLAB	Silicon Laboratories	4/19/2013	-53.04
MRVL	Marvell Technology Group Ltd.	5/24/2006	-59.92
CREE	Cree, Inc.	5/2/2013	-65.21
FORM	FormFactor, Inc.	4/28/2011	-65.40
AMD	Advanced Micro Devices, Inc.	10/6/2006	-73.16
SIGM	Sigma Designs Inc	5/27/2010	-76.06
TSEM	Tower Semiconductor Ltd. (USA)	2/14/2011	-76.58
OVTI	OmniVision Technologies, Inc.	12/28/2010	-83.77
MSPD	Mindspeed Technologies, Inc.	10/31/2012	-85.44
MRVL	Marvell Technology Group Ltd.	2/8/2012	-86.61
WFR	Memc Electr Matls Inc	7/30/2010	-89.46
TRIDQ	Trident Microsystems, Inc.	11/28/2011	-102.73

Underperform
Ticker	Company Name	Pick Date	Score
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RMBS	Rambus, Inc.	3/5/2012	+31.91
AMD	Advanced Micro Devices, Inc.	10/19/2012	+12.03
TQNT	TriQuint Semiconductor	12/15/2011	-31.62
ARMH	ARM Holdings plc (ADR)	6/12/2012	-74.17