Technology Stocks: Applied Materials No-Politics Thread (AMAT)  
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Share This Board Moderated By: Math Junkie -- (Not Moderated) -- Started: 5/6/2004 12:39:13 PM  Revision History

AMAT 18.990.0%Apr 17 8:10 PM EDTNews
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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25344SIA February 2014 ww chip sales SIA data link  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 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  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 charts are at... screencast.comGottfried302/22/2014 11:16 AM
25336PnF bullish PO is only 19.5  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
25329SIA December 2013 ww chip sales SIA data  charts ww chGottfried102/06/2014 03:58 PM
25328SEMI data December 2013  SEMI charts are at... 04:39 PM
25327SIA November 2013 ww chip sales SIA data  charts ww chGottfried301/07/2014 03:17 PM
25326SEMI data November 2013  SEMI charts are at... screencast.comGottfried312/19/2013 07:27 PM
25325highs of 07 and 08 backtested by lows of 12 and 13. Then tablets started out serobert b furman212/12/2013 05:55 PM
25324SIA October 2013 ww chip sales SIA data  charts ww chiGottfried312/12/2013 01:16 PM
25323AMAT in the process of closing the big gap. On 9/23, it closed at 15.99 before The Ox-12/05/2013 04:55 PM
25322Hi G,  Bob robert b furman112/04/2013 11:43 AM
25321SEMI data October 2013  SEMI charts are at... screencast.comGottfried211/21/2013 07:11 PM
25320Applied Materials Announces Fourth Quarter and Fiscal Year 2013 Results phoenix.Gottfried211/14/2013 06:09 PM
25319I think it was inevitable that Block Buster would end up closing stores. But haSun Tzu-11/08/2013 03:41 PM
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