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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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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.)
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ReplyMessage PreviewFromRecsPosted
25422Chemicals and Materials business is a basic business today; especially in Amerinandini.allied-September 21
25421Applied Materials Prices $1.8 Billion of Senior Unsecured Notes SANTA CLARA, CalGottfried1September 21
25420SEMI data August 2015 SEMI charts are at... SEMI charGottfried1September 18
25419Applied Materials Announces Cash Dividend SANTA CLARA, Calif., September 10, 201Gottfried-September 10
25418SIA July 2015 ww chip sales SIA data link charts ww chip saGottfried3September 5
25417 SEMI data July 2015 SEMI charts are at... SEMI chartGottfried3August 20
25416deletedGottfried-August 20
25415 As each node shifts downward in scale, the processing difficulties increase subThe Ox-August 14
25414Hi Ox, I think a lot of fabs have been on the bubble trying to master the 3D merobert b furman-August 14
25413 Clearly the concern is the overall semi equip demand going forward for the nextThe Ox-August 14
25412Although forward guidance was a bit light these results are excellent. Bottom lrobert b furman1August 14
25411 Thursday after close: Underlying Quarter Consensus EPS Consensus Revenue Gottfried-August 12
25410Bullish cross in MACD and Stochastic Oscillator. Technical 87% chance up at foxcsfnsie-August 11
25409AMAT's been making new 52 week lows some point soon it's likely tThe Ox-August 10
25408Hi OX, My fib retrace software bounces around quite a lot but, .618 retrace shorobert b furman-August 10
25407SIA June 2015 ww chip sales SIA data link charts ww chip saGottfried2August 7
25406It's very possible that you are right on with your view: I'm thinkingThe Ox-August 4
25405I'm thinking they are just about done shaking off all the fleas. Volume on robert b furman-August 4
25404We may be getting closer to a bottom in the semi equips, as companies like VECO The Ox-August 4
25403i Gand TO, The merger and tax inversion was a source of funds for a huge stock robert b furman-August 4
25402by email: SANTA CLARA, Calif. , July 31, 2015 (GLOBE NEWSWIRE) -- Applied MateriGottfried-August 4
25401Overall, I'd say AMAT is a good bet here if you have a long term horizon butThe Ox-August 4
25400Bob, maybe - thanks for the analysis!Gottfried-August 3
25399Chart update: Speed of decline picking up and .618 retrace formrobert b furman-August 3
25398SEMI data June 2015 SEMI charts are at... SEMI chart Gottfried2July 26
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