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 Technology Stocks: Applied Materials No-Politics Thread (AMAT)  
Posts: 25355 | Member SubjectMarks: 251 | No Bans

Share This Board Moderated By: Math Junkie -- (Not Moderated) -- Started: 5/6/2004 12:39:13 PM  Revision History

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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25355SEMI data June 2014 semi.org  SEMI charts are at... screencast.com Gottfried207/21/2014 07:35 PM
25354SIA May 2014 ww chip sales SIA data link semiconductors.org  charts ww cGottfried107/08/2014 03:02 PM
25353Applied Materials and Tokyo Electron Unveil New Company Name - Eteris phoenix.coGottfried-07/08/2014 12:00 PM
25352Hi G, JPM raised amat's to overweight and issued a $30.00 price target: Inrobert b furman107/07/2014 11:11 AM
25351SEMI data May 2014 semi.org  SEMI charts are at... screencast.com  Gottfried106/25/2014 08:32 PM
25350 Applied Materials Announces Cash Dividend SANTA CLARA, Calif., June 9, 2014 - AGottfried-06/09/2014 04:49 PM
25349SIA April 2014 ww chip sales SIA data link semiconductors.org  charts wwGottfried106/07/2014 04:40 PM
25348SEMI data April 2014 semi.org  SEMI charts are at... screencast.com Gottfried205/26/2014 01:05 PM
25347Applied Materials Announces Second Quarter Results [graphic] Applied Materials1Kirk ©105/16/2014 10:10 AM
25346SIA March 2014 ww chip sales SIA data link semiconductors.org  charts wwGottfried105/06/2014 04:59 PM
25345SEMI data March 2014 semi.org  SEMI charts are at... screencast.com Gottfried104/22/2014 12:36 PM
25344SIA February 2014 ww chip sales SIA data link semiconductors.org  chartsGottfried304/06/2014 03:47 PM
25343Our discounted cash flow process values each firm on the basis of the present vaThe Ox203/25/2014 01:59 PM
25342SEMI data February 2014 semi.org  SEMI charts are at... screencast.comGottfried203/20/2014 08:10 PM
25341Shades of things yet to come OX. Bob robert b furman-03/20/2014 02:32 PM
25340Well folks, it's been a long strange trip since June of 2008, the last time The Ox-03/20/2014 02:22 PM
25339SIA January 2014 ww chip sales SIA data semiconductors.org  charts ww chiGottfried303/06/2014 10:53 PM
25338Applied Materials and Tokyo Electron Receive CFIUS Clearance for Proposed CombinGottfried302/24/2014 12:07 PM
25337SEMI data January 2014 semi.org  SEMI charts are at... screencast.comGottfried302/22/2014 11:16 AM
25336PnF bullish PO is only 19.5 stockcharts.com  MU PO is 16.5 with the stock aGottfried102/16/2014 04:32 PM
25335Cowen Highlights Positives, Negatives of Applied Materials' (AMAT) QuarterlyThe Ox102/16/2014 02:51 PM
25334[graphic] [graphic] The Ox-02/16/2014 02:50 PM
25333Hi RtS, Like you I have some very long term holds in this sector. I've beerobert b furman102/13/2014 11:23 AM
25332Finally a breakout higher for AMAT! I've been collecting my coupons (dividenReturn to Sender202/13/2014 11:06 AM
25331HI G and Ox, I hope I'm wrong as a stock can walk up the upper Keltner bandrobert b furman-02/12/2014 11:04 AM
25330Nice 10 % ramp into earnings these last 2 weeks. I don't read anything inThe Ox-02/12/2014 10:11 AM
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