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   Technology StocksApplied Materials No-Politics Thread (AMAT)


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From: Gottfried3/13/2017 11:57:58 AM
2 Recommendations   of 25496
 
Applied Materials Honored as a 2017 World’s Most Ethical Company
Recognized by the Ethisphere Institute for six consecutive years for leading with integrity and ethical business practices

SANTA CLARA, Calif., March 13, 2017 (GLOBE NEWSWIRE) -- Applied Materials, Inc. announced today that it has been recognized as a 2017 World’s Most Ethical Company© by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.


phoenix.corporate-ir.net

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From: Gottfried4/10/2017 6:06:22 AM
1 Recommendation   of 25496
 
Feb SIA and SEMI charts Message 31064633

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From: Gottfried5/5/2017 12:02:36 PM
   of 25496
 
Applied Materials to Hold Q2 FY2017 Earnings Webcast on May 18, 2017 at 4:30 p.m. ET
phoenix.corporate-ir.net

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From: hollyhunter5/9/2017 9:50:44 PM
   of 25496
 
Watch for breakout at 42.25.

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To: hollyhunter who wrote (25481)5/18/2017 4:13:08 PM
From: Gottfried
1 Recommendation   of 25496
 
Applied Materials Delivers Record Revenue and Earnings Per Share
phoenix.corporate-ir.net

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From: Cyrus5/19/2017 9:43:36 AM
   of 25496
 
Impressive earnings year to year. For people who follow the company can these guys sustain this growth momentum?

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To: Cyrus who wrote (25483)5/20/2017 7:21:16 AM
From: The Ox
1 Recommendation   of 25496
 
For people who follow the company can these guys sustain this growth momentum?
If you mean can they produce numbers like this going forward:
Net income$824 PrevQ $703 LYQ $320 QOQ 17% YOY158%


I doubt it. Pretty hard to generate #s like that unless you have a really weak quarter for comparison. At the same time, it's not hard to take these statements at face value:
“Applied Materials delivered the highest quarterly revenue and earnings in our history, and we’ve now set new earnings records for four quarters in a row,” said Gary Dickerson, president and CEO. “Across the company we have tremendous momentum as our markets are strong and getting stronger, and we’re sustainably growing faster than these markets by expanding our served opportunity and gaining share.”

(keeping in mind that in this industry, it always looks like the good times will continue forever right before -or at- the peak in the cycle)

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To: The Ox who wrote (25484)5/20/2017 9:10:27 AM
From: Cyrus
   of 25496
 
Thank you very much! I have followed and invested in tech stocks for a long time however I did not work in the industry so I dont really understand all of the dynamics specific to it another reason to avoid it for me personally. I like what I see from this company and bought in before the earnings report, wrong time of year I know but this bull looks like it still has legs and I want to allocate more to the tech side!

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To: Cyrus who wrote (25485)5/20/2017 1:43:23 PM
From: The Ox
   of 25496
 
Message 31114907

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To: The Ox who wrote (25486)5/21/2017 11:35:26 AM
From: Cyrus
   of 25496
 
Excellent thank you very much! That is a great synopsis of where things are headed!

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