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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25364 250 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
25364Tokyo Electron: merger with Applied Materials could be delayed to next year 3:20Kirk ©1Wednesday
25363SEMI data September 2014 semi.org SEMI charts are at... screencast.com SEMI Gottfried2October 21
25362SIA August 2014 ww chip sales SIA data link semiconductors.org charts ww chipGottfried1October 8
25361SEMI data August 2014 semi.org SEMI charts are at... screencast.com SEMI charGottfried2September 18
25360 SIA July 2014 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried2September 6
25359Thanks for your charts buddy !! Bobrobert b furman-August 28
25358SEMI data July 2014 semi.org SEMI charts are at... screencast.com SEMI chart Gottfried2August 27
25357Amats earnings - what I call a blow out!!! appliedmaterials.com Get ready for robert b furman1August 15
25356SIA June 2014 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried1August 13
25355SEMI data June 2014 semi.org SEMI charts are at... screencast.com SEMI chartGottfried3July 21
25354SIA May 2014 ww chip sales SIA data link semiconductors.org charts ww chip saGottfried1July 8
25353Applied Materials and Tokyo Electron Unveil New Company Name - Eteris phoenix.coGottfried-July 8
25352Hi G, JPM raised amat's to overweight and issued a $30.00 price target: Inrobert b furman1July 7
25351SEMI data May 2014 semi.org SEMI charts are at... screencast.com SEMI chart Gottfried1June 25
25350 Applied Materials Announces Cash Dividend SANTA CLARA, Calif., June 9, 2014 - AGottfried-June 9
25349SIA April 2014 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried1June 7
25348SEMI data April 2014 semi.org SEMI charts are at... screencast.com SEMI charGottfried2May 26
25347Applied Materials Announces Second Quarter Results [graphic] Applied Materials1Kirk ©1May 16
25346SIA March 2014 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried1May 6
25345SEMI data March 2014 semi.org SEMI charts are at... screencast.com SEMI charGottfried1April 22
25344SIA February 2014 ww chip sales SIA data link semiconductors.org charts ww chGottfried3April 6
25343Our discounted cash flow process values each firm on the basis of the present vaThe Ox2March 25
25342SEMI data February 2014 semi.org SEMI charts are at... screencast.com SEMI chGottfried2March 20
25341Shades of things yet to come OX. Bobrobert b furman-March 20
25340Well folks, it's been a long strange trip since June of 2008, the last time The Ox-March 20
25339SIA January 2014 ww chip sales SIA data semiconductors.org charts ww chip saleGottfried3March 6
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