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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25477 248 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
25477 [graphic]The Ox1last Thursday
25476Applied Materials to Present at Upcoming Investor Conferences SANTA CLARA, CalifGottfried-February 11
25475Great charts. At the risk of sounding too bullish, the form resembles early to mKirk ©1February 5
25474SIA December 2016 ww chip sales SIA data link semiconductors.org charts ww chGottfried3February 5
25473Maybe ww chip sales with SOX? Since SEMI won't give us free data, I'll hGottfried-February 3
25472What do you think makes sense going forward for one of my favorite chart sets? Kirk ©-February 3
25471SEMI data December 2016 semi.org SEMI charts are at... screencast.com SEMI chGottfried3February 2
25470 SIA November 2016 ww chip sales SIA data link semiconductors.org charts ww cGottfried3January 7
25469SEMI data November 2016 semi.org SEMI charts are at... screencast.com SEMI cGottfried212/17/2016
25468SIA October 2016 ww chip sales SIA data link semiconductors.org charts ww chiGottfried112/8/2016
25467SEMI data October 2016 semi.org SEMI charts are at... screencast.com SEMI chGottfried111/24/2016
25466Applied Materials Selected by BOE to Accelerate Production of Large LCD TVs MultGottfried111/17/2016
25465SIA Sept 2016 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried211/6/2016
25464Applied Materials to Hold Q4 & FY2016 Earnings Webcast on November 17, 2016 Gottfried-11/5/2016
25463SEMI data September 2016 semi.org SEMI charts are at... screencast.com SEMI cGottfried210/21/2016
25462SIA August 2016 ww chip sales SIA data link semiconductors.org charts ww chipGottfried110/5/2016
25461SEMI data August 2016 semi.org SEMI charts are at... screencast.com SEMI chaGottfried29/19/2016
25460SIA July 2016 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried29/19/2016
25459SEMI data July 2016 semi.org SEMI charts are at... screencast.com SEMI chartGottfried18/28/2016
25458SIA June 2016 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried18/7/2016
25457SEMI data June 2016 semi.org SEMI charts are at... screencast.com SEMI chartGottfried27/23/2016
25456SIA May 2016 ww chip sales SIA data link semiconductors.org charts ww chip saGottfried37/7/2016
25455SEMI data May 2016 semi.org SEMI charts are at... screencast.com SEMI chart fGottfried26/17/2016
25454Applied Materials Announces New $2 Billion Share Repurchase Program and Cash DivGottfried26/9/2016
25453SIA April 2016 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried26/8/2016
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