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   Technology StocksApplied Materials No-Politics Thread (AMAT)

Previous 10 Next 10  From: JakeStraw 5/18/2018 12:03:40 PM    of 25524   Applied Materials was downgraded by analysts at Goldman Sachs from a "buy" rating to a "neutral" rating. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Sun Tzu 5/28/2018 1:50:52 PM    of 25524   Has anyone discussed what long-term effects the ZTE shutdown will have on the US equipment makers? An increase in chip supply from China will have a negative effect on sales by other chip makers, which in turn means less equipment spending by them. The question then is who will be the winners and losers on the equipment side. If China buys mostly from American firms, then it will be mildly net positive. But if they focus on Europe and Japan, then it could be negative for US firms. This is all at least 5 years away...but I am wondering if it is on anyone's radar. See below for some current talk. scmp.com Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: Sun Tzu who wrote (25503) 6/12/2018 9:34:38 AM From: Sun Tzu    of 25524   It's already happening - too early to say this will be a net positive or negative for US Semicaps. nytimes.com Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 7/2/2018 8:27:21 AM    of 25524   Applied Materials Ships 5,000th Producer Platform markets.siliconinvestor.com Virtually every computer chip in the world is now made using the Producer® platform 1.9 billion square meters of silicon processed by the Producer platform since its launch 20 years ago Today’s Producer platform can be specially configured to address growing Moore’s Law challenges Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 7/24/2018 9:09:16 AM    of 25524   Applied Materials Team Selected by DARPA to Develop Advanced Technology for Artificial Intelligence markets.siliconinvestor.com Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: Alejandroo Green 7/27/2018 11:11:31 AM    of 25524   AMAT Looks like its basing for a move higher. Looking for breakout at 49.47 for a run up to 57.79. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 8/17/2018 8:51:36 AM    of 25524   Edited Transcript of AMAT earnings conference call or presentation 16-Aug-18 finance.yahoo.com Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 8/28/2018 11:17:03 AM    of 25524   Applied Materials was downgraded by analysts at Bank of America Corp from a "buy" rating to a "neutral" rating. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 10/1/2018 11:12:57 AM    of 25524   Applied Materials was downgraded by analysts at Deutsche Bank AG from a "buy" rating to a "hold" rating. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 12/21/2018 1:27:07 PM 1 Recommendation   of 25524   Applied Materials is now covered by analysts at Needham & Company LLC. They set a "buy" rating and a $45.00 price target on the stock. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) Previous 10 Next 10