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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25458 249 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
Here is a thread for people who want to discuss Applied Materials as a company and/or as an investment without wading through hundreds of posts on the latest hot political issue.

For the sake of those who are new to the subject, Applied Materials is the leading manufacturer of equipment used to make semiconductors. The company also makes semiconductor wafer inspection equipment.

Your cooperation is requested in posting material of a political nature elsewhere. I don't mind if you want to point out the impact of a political event on AMAT or its industry, but I recommend that you draw the line when the discussion starts to be about politics rather than about investing.

Please note that this thread is unmoderated, and as such it operates on the honor system. I have neither the time nor the power to police it twenty-four and seven.

FiloF was kind enough to provide a place for AMAT enthusiasts to engage in off topic discussions:

Subject 51922

I suggest that whenever you see something political (or seriously off topic, for that matter), and you feel that it simply must be answered, post the reply on the above thread, and then if necessary, post a link to the reply here. If one or two people do this, that should be enough to get the discussion shifted over, once enough people see the link.

For reference, much of the history of Applied Materials discussion on Silicon Investor can be found on the original AMAT thread, which has been renamed "Formerly About Applied Materials" and moved by SI management to the Politics/Government, etc. section:

Subject 588

Gottfried has some interesting charts related to the semiconductor equipment industry. (He has cautioned that not all of them are up to date.)

screencast.com
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ReplyMessage PreviewFromRecsPosted
25458SIA June 2016 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried1August 7
25457SEMI data June 2016 semi.org SEMI charts are at... screencast.com SEMI chartGottfried2July 23
25456SIA May 2016 ww chip sales SIA data link semiconductors.org charts ww chip saGottfried3July 7
25455SEMI data May 2016 semi.org SEMI charts are at... screencast.com SEMI chart fGottfried2June 17
25454Applied Materials Announces New $2 Billion Share Repurchase Program and Cash DivGottfried2June 9
25453SIA April 2016 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried2June 8
25452AMAT price through today with SEMI bookings to April 2016 [graphic]Gottfried2May 25
25451Thanks. That is a great chart.Kirk ©-May 25
25450Kirk, I used to chart stock price with billings or bookings. Can only handle twoGottfried-May 25
25449Thanks as always for the great charts. Do you have any of them with AMAT price Kirk ©-May 25
25448SEMI data April 2016 semi.org SEMI charts are at... screencast.com SEMI chartGottfried2May 25
25447"Did Applied Materials Chirp?" seekingalpha.com <i>AMAT a prediGottfried-May 23
25446Applied Materials Announces Second Quarter 2016 Results Applied reports EPS of Gottfried1May 19
25445 [graphic] [graphic]The Ox1May 19
25444From my broker: We would like to inform you that one or more companies in which Gottfried-May 19
25443SIA March 2016 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried2May 6
25442SEMI data March 2016 semi.org SEMI charts are at... screencast.com SEMI charGottfried-April 21
25441Nice! B2B is roughly at a 6-yr high!Kirk ©-April 21
25440SEMI data March 2016 semi.org SEMI charts are at... screencast.com SEMI charGottfried2April 21
25439Message 30543368The Ox-April 14
25438SIA February 2016 ww chip sales SIA data link semiconductors.org charts ww chGottfried3April 5
25437SEMI data February 2016 semi.org SEMI charts are at... screencast.com SEMI chGottfried1March 19
25436SIA January 2016 ww chip sales SIA data link semiconductors.org charts ww chipGottfried2March 5
25435SEMI data January 2016 semi.org SEMI charts are at... screencast.com SEMI chaGottfried2February 26
25434SIA December 2015 ww chip sales SIA data link semiconductors.org charts ww chiGottfried2February 25
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