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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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25109Thanks Kirk. So what are you buying to take advantage of this? I don't seeSun Tzu-04/30/2012 04:52 PM
25108RE: "BTW, has anyone been keeping taps on the Internet itself - there is Kirk ©-04/30/2012 10:37 AM
25107Just recommended your post as not only did it tell ways of rational analyses benArran Yuan-04/29/2012 12:55 PM
25106I agree that the economy is recovering. I thought about the chart after I posteSun Tzu204/28/2012 10:42 PM
25105That's much better than they were in 2004 - 2007. There's really a recovArran Yuan-04/28/2012 09:08 PM
25104Almost on topic ;) It takes $2.52 in new debt to "buy" $1 of economicSun Tzu104/27/2012 01:28 PM
25103Lost 6 cents last night on earnings report.= Cohu Announce more orders and trourobert b furman-04/26/2012 01:01 PM
25102The group (Don's) is getting stronger today. Only ATMI, MTSN and COHU are wThe Ox-04/26/2012 11:06 AM
2510111 month old ABC zig zag corrective wave over and reversing up with yesterdayrobert b furman-04/26/2012 09:59 AM
25100Hi G, Let's hope today starts a new wave up: screencast.com  Bob robert b furman-04/25/2012 11:36 AM
25099SEMI data March 2012 semi.org  SEMI charts are at... screencast.com Gottfried104/22/2012 02:26 PM
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