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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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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.)
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ReplyMessage PreviewFromRecsPosted
25357Amats earnings - what I call a blow out!!! Get ready for robert b furman1last Friday
25356SIA June 2014 ww chip sales SIA data link charts ww chip sGottfried-August 13
25355SEMI data June 2014 SEMI charts are at... SEMI chartGottfried2July 21
25354SIA May 2014 ww chip sales SIA data link 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 charts are at... 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 charts ww chip Gottfried1June 7
25348SEMI data April 2014 SEMI charts are at... SEMI charGottfried2May 26
25347Applied Materials Announces Second Quarter Results [graphic] Applied Materials1Kirk ©1May 16
25346SIA March 2014 ww chip sales SIA data link charts ww chip Gottfried1May 6
25345SEMI data March 2014 SEMI charts are at... SEMI charGottfried1April 22
25344SIA February 2014 ww chip sales SIA data link 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 charts are at... 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 charts ww chip saleGottfried3March 6
25338Applied Materials and Tokyo Electron Receive CFIUS Clearance for Proposed CombinGottfried3February 24
25337SEMI data January 2014 SEMI charts are at... SEMI chaGottfried3February 22
25336PnF bullish PO is only 19.5 MU PO is 16.5 with the stock at 25, Gottfried1February 16
25335Cowen Highlights Positives, Negatives of Applied Materials' (AMAT) QuarterlyThe Ox1February 16
25334[graphic] [graphic]The Ox-February 16
25333Hi RtS, Like you I have some very long term holds in this sector. I've beerobert b furman1February 13
25332Finally a breakout higher for AMAT! I've been collecting my coupons (dividenReturn to Sender2February 13
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