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   Technology StocksApplied Materials No-Politics Thread (AMAT)


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From: JakeStraw2/15/2018 8:02:02 AM
1 Recommendation   of 25519
 
Applied Materials Delivers Strong Year-on-Year Growth in Quarterly Revenue and Operating Profit
markets.siliconinvestor.com
“We see sustainable strength in our markets as large, powerful trends drive a fundamental shift in the demand for semiconductors and displays,” said Gary Dickerson, president and CEO. “Our broad portfolio of capabilities and products puts us in a great position to outperform our markets and we’re confident that each of our three major business segments can deliver strong double-digit growth in 2018.”

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From: JakeStraw2/15/2018 11:19:59 AM
1 Recommendation   of 25519
 
Applied Materials had its price target raised by analysts at Credit Suisse Group AG from $72.00 to $74.00. They now have an "outperform" rating on the stock.

Applied Materials had its price target raised by analysts at Deutsche Bank AG from $65.00 to $70.00. They now have a "buy" rating on the stock.

Applied Materials had its price target raised by analysts at Stifel Nicolaus from $66.00 to $71.00.

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From: inthemoneystock2/21/2018 1:26:58 PM
   of 25519
 
Applied Materials (AMAT) Nears Strong Short Level

Shares of Applied Materials, Inc. (NASDAQ:AMAT) have surged in recent days from a low pivot of $45.00 back to nearly $57.00. This surge has yielded a possible short trade at $57.00 based on a resistance trend line. Note the chart below.



Gareth Soloway

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From: JakeStraw5/17/2018 4:15:34 PM
2 Recommendations   of 25519
 
Applied Materials Delivers Strong Year-On-Year Growth in Quarterly Revenue and Earnings Per Share

Record quarterly revenue of $4.57 billion, up 29 percent year over year

Record EPS of $1.09 and non-GAAP EPS of $1.22, up 43 percent and 54 percent year over year, respectively

$2.6 billion returned to shareholders including buybacks equivalent to 4 percent of shares outstanding
investors.appliedmaterials.com

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From: JakeStraw5/18/2018 12:03:40 PM
   of 25519
 
Applied Materials was downgraded by analysts at Goldman Sachs from a "buy" rating to a "neutral" rating.

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From: Sun Tzu5/28/2018 1:50:52 PM
   of 25519
 
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

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To: Sun Tzu who wrote (25503)6/12/2018 9:34:38 AM
From: Sun Tzu
   of 25519
 
It's already happening - too early to say this will be a net positive or negative for US Semicaps.
nytimes.com

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From: JakeStraw7/2/2018 8:27:21 AM
   of 25519
 
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

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From: JakeStraw7/24/2018 9:09:16 AM
   of 25519
 
Applied Materials Team Selected by DARPA to Develop Advanced Technology for Artificial Intelligence
markets.siliconinvestor.com

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From: Alejandroo Green7/27/2018 11:11:31 AM
   of 25519
 
AMAT Looks like its basing for a move higher. Looking for breakout at 49.47 for a run up to 57.79.

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