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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25433 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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25433SEMI data December 2015 semi.org SEMI charts are at... screencast.com SEMI chGottfried2January 28
25432SIA November 2015 ww chip sales SIA data link semiconductors.org charts ww chiGottfried2January 7
25431SEMI data November 2015 semi.org SEMI charts are at... screencast.com SEMI chGottfried212/19/2015
25430Hi G, As always thanks for posting your work. January's dip (as usual) at robert b furman-12/6/2015
25429SIA October 2015 ww chip sales SIA data link semiconductors.org charts ww chip Gottfried212/5/2015
25428SEMI data October 2015 semi.org SEMI charts are at... screencast.com SEMI chaGottfried311/21/2015
25427Applied Materials to Present at Upcoming Investor Conferences phoenix.corporate-Gottfried111/9/2015
25426SIA September 2015 ww chip sales SIA data link semiconductors.org charts ww chGottfried211/7/2015
25425Applied Materials to Hold Q4 & FY2015 Earnings Webcast on November 12, 2015 Gottfried110/30/2015
25424SEMI data September 2015 semi.org SEMI charts are at... screencast.com SEMI cGottfried310/24/2015
25423SIA August 2015 ww chip sales SIA data link semiconductors.org charts ww chipGottfried210/6/2015
25422Chemicals and Materials business is a basic business today; especially in Amerinandini.allied-9/22/2015
25421Applied Materials Prices $1.8 Billion of Senior Unsecured Notes SANTA CLARA, CalGottfried19/21/2015
25420SEMI data August 2015 semi.org SEMI charts are at... screencast.com SEMI charGottfried19/18/2015
25419Applied Materials Announces Cash Dividend SANTA CLARA, Calif., September 10, 201Gottfried-9/10/2015
25418SIA July 2015 ww chip sales SIA data link semiconductors.org charts ww chip saGottfried39/5/2015
25417 SEMI data July 2015 semi.org SEMI charts are at... screencast.com SEMI chartGottfried38/20/2015
25416deletedGottfried-8/20/2015
25415 As each node shifts downward in scale, the processing difficulties increase subThe Ox-8/14/2015
25414Hi Ox, I think a lot of fabs have been on the bubble trying to master the 3D merobert b furman-8/14/2015
25413 Clearly the concern is the overall semi equip demand going forward for the nextThe Ox-8/14/2015
25412Although forward guidance was a bit light these results are excellent. Bottom lrobert b furman18/14/2015
25411 Thursday after close: Underlying Quarter Consensus EPS Consensus Revenue Gottfried-8/12/2015
25410Bullish cross in MACD and Stochastic Oscillator. Technical 87% chance up at foxcsfnsie-8/11/2015
25409AMAT's been making new 52 week lows ....at some point soon it's likely tThe Ox-8/10/2015
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