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.)

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25150OT ** CSCO is taking off "BMO Capital upgraded Cisco based on valuation, soGottfried-06/20/2012 10:11 AM
25149Looks like your last post was very good advice. Once again proving that the G robert b furman-06/20/2012 09:48 AM
25148Barclay's Capital raises AMAT to overweight from equalweight ekimaa-06/20/2012 09:18 AM
25147ok, LOL! the October 11 puts for a buck then finance.yahoo.com  If you don&Gottfried-06/10/2012 01:30 AM
25146What? That would cost me another $1000. From the guy who wants to make 1-2 % ?robert b furman-06/10/2012 12:28 AM
25145 I have never noticed much of short term reaction to the data - and hope your Gottfried-06/10/2012 12:07 AM
25144Sure wish you'd quit posting all this positive improvement till options expirobert b furman-06/09/2012 11:04 PM
25143SIA April ww chip sales SIA data sia-online.org  charts ww chip sales witGottfried206/09/2012 02:33 PM
25142"Applied Materials Calls Pick Up Steam Traders bet on short-term support anGottfried-06/07/2012 12:20 AM
25141SEMI data April 2012 semi.org  Next SEMI Book-to-Bill: June 21, 2012 at 3:Gottfried205/29/2012 11:05 PM
25140Bob & Gottfried Lots of good discussion on options (mainly selling puts) onDebt Free-05/25/2012 03:18 PM
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