Technology Stocks: Applied Materials No-Politics Thread (AMAT)
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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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25273SEMI data April 2013 semi.org  SEMI charts are at... screencast.com Gottfried205/23/2013 03:40 PM
25272Yes, but AMAT's report has lit a fire under most Semi Cap Equip companies. The Ox-05/20/2013 11:10 AM
25271If AMAT mgt had any brains or concern for shareholders they would divest solar. Proud_Infidel-05/18/2013 01:57 PM
25270If AMAT management were piloting the Titanic, they would have accelerated into tProud_Infidel-05/18/2013 01:49 PM
25269"Applied Materials' CEO Discusses F2Q13 Results - Earnings Call TranscrGottfried-05/16/2013 07:27 PM
25268SIA March 2013 ww chip sales SIA data semiconductors.org  charts ww chip Gottfried205/05/2013 03:23 PM
25267SEMI data March 2013 semi.org  SEMI charts are at... screencast.com Gottfried104/19/2013 07:10 PM
25266Hi G, Nice reduction in short interest on Amat - perhaps part of the price strerobert b furman104/08/2013 03:35 PM
25265SIA February 2013 ww chip sales SIA data semiconductors.org  charts ww chGottfried304/07/2013 06:48 PM
25264SEMI data February 2013 semi.org  SEMI charts are at... screencast.comGottfried103/21/2013 06:50 PM
25263Using robots to drive down the cost of solar m.mercurynews.com  Gottfried-03/16/2013 03:30 PM
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