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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25398 252 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
25398SEMI data June 2015 semi.org SEMI charts are at... screencast.com SEMI chart Gottfried2Sunday
25397SIA May 2015 ww chip sales SIA data link semiconductors.org charts ww chip salGottfried3July 6
25396SEMI data May 2015 semi.org SEMI charts are at... screencast.com SEMI chart fGottfried2June 18
25395According to the fundamental analysis at stockfa, the growth looks pretty good fsfnsie-June 10
25394SIA April 2015 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried2June 6
25393WOW !! Come to think of it we've been reviewing that data live real time forobert b furman1June 5
25392Bob, thanks for your comment. I found xls data for SIA billings back to 1976 andGottfried-June 5
25391Hi G, That first chart looks mighty healthy. Can yo say straight up !!! no dorobert b furman-June 5
25390SANTA CLARA, Calif., June 5, 2015 - Applied Materials, Inc. today announced thatGottfried-June 5
25389SEMI data April 2015 semi.org SEMI charts are at... screencast.com SEMI chartGottfried2May 22
25388OT ** got rid of my boat 7 years ago - berthing fees got too expensive. I still Gottfried-May 14
25387I've been absent from SI for a long time. I started poking around looking foMath Junkie-May 14
25386Hi Richard, you've been on SI almost 18 years now. Has it made you richer? &Gottfried-May 14
25385Hi Gottfried, Still posting great stuff, I see! Best regards, RichardMath Junkie-May 14
25384Hi G, seasonal 4 -5 month slide starting January, should reverse in here. Bobrobert b furman-May 6
25383SIA March 2015 ww chip sales SIA data link semiconductors.org charts ww chip sGottfried2May 6
253822:59 AM Applied Materials, Tokyo Electron Scrap Merger Plan The two companies Sr K2April 27
25381SEMI data March 2015 semi.org SEMI charts are at... screencast.com SEMI chartGottfried2April 26
25380Applied Materials' New Photomask Etch System Enables the Extension of MultipGottfried1April 20
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
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