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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25380 251 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
25380Applied Materials' New Photomask Etch System Enables the Extension of MultipGottfried1Monday
25379Fascinating! Applied Materials Receives Order for Two Transmission-Class SuperKirk ©-April 14
25378Applied Materials Receives Order for Two Transmission-Class Superconducting FaulGottfried2April 14
25377SIA February 2015 ww chip sales SIA data link semiconductors.org charts ww chiGottfried3April 9
25376SEMI data February 2015 semi.org SEMI charts are at... screencast.com SEMI chGottfried2March 20
25375SIA January 2015 ww chip sales SIA data link semiconductors.org charts ww chipGottfried2March 4
25374SEMI data January 2015 semi.org SEMI charts are at... screencast.com SEMI chaGottfried2February 20
25373SIA December 2014 ww chip sales SIA data link semiconductors.org charts ww chiGottfried2February 4
25372SANTA CLARA, Calif. , Jan. 30, 2015 (GLOBE NEWSWIRE) -- Applied Materials, Inc. Gottfried-January 30
25371SEMI data December 2014 semi.org SEMI charts are at... screencast.com SEMI chGottfried3January 28
25370SIA November 2014 ww chip sales SIA data link semiconductors.org charts ww chiGottfried2January 8
25369 SEMI data November 2014 semi.org SEMI charts are at... screencast.com SEMI cGottfried112/21/2014
25368SIA October 2014 ww chip sales SIA data link semiconductors.org charts ww chGottfried312/3/2014
25367Applied Materials to Present at Upcoming Investor Conference SANTA CLARA, Calif.Gottfried-11/24/2014
25366SEMI data October 2014 semi.org SEMI charts are at... screencast.com SEMI chGottfried311/20/2014
25365SIA September 2014 ww chip sales SIA data link semiconductors.org charts ww cGottfried211/5/2014
25364Tokyo Electron: merger with Applied Materials could be delayed to next year 3:20Kirk ©110/29/2014
25363SEMI data September 2014 semi.org SEMI charts are at... screencast.com SEMI Gottfried210/21/2014
25362SIA August 2014 ww chip sales SIA data link semiconductors.org charts ww chipGottfried110/8/2014
25361SEMI data August 2014 semi.org SEMI charts are at... screencast.com SEMI charGottfried29/18/2014
25360 SIA July 2014 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried29/6/2014
25359Thanks for your charts buddy !! Bobrobert b furman-8/28/2014
25358SEMI data July 2014 semi.org SEMI charts are at... screencast.com SEMI chart Gottfried28/27/2014
25357Amats earnings - what I call a blow out!!! appliedmaterials.com Get ready for robert b furman18/15/2014
25356SIA June 2014 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried18/13/2014
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