SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksApplied Materials No-Politics Thread (AMAT)


Previous 10 Next 10 
From: Sun Tzu5/28/2018 1:50:52 PM
   of 25522
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sun Tzu who wrote (25503)6/12/2018 9:34:38 AM
From: Sun Tzu
   of 25522
 
It's already happening - too early to say this will be a net positive or negative for US Semicaps.
nytimes.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw7/2/2018 8:27:21 AM
   of 25522
 
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

Share RecommendKeepReplyMark as Last Read


From: JakeStraw7/24/2018 9:09:16 AM
   of 25522
 
Applied Materials Team Selected by DARPA to Develop Advanced Technology for Artificial Intelligence
markets.siliconinvestor.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw8/17/2018 8:51:36 AM
   of 25522
 
Edited Transcript of AMAT earnings conference call or presentation 16-Aug-18
finance.yahoo.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw8/28/2018 11:17:03 AM
   of 25522
 
Applied Materials was downgraded by analysts at Bank of America Corp from a "buy" rating to a "neutral" rating.

Share RecommendKeepReplyMark as Last Read


From: JakeStraw10/1/2018 11:12:57 AM
   of 25522
 
Applied Materials was downgraded by analysts at Deutsche Bank AG from a "buy" rating to a "hold" rating.

Share RecommendKeepReplyMark as Last Read


From: JakeStraw12/21/2018 1:27:07 PM
1 Recommendation   of 25522
 
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.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: JakeStraw who wrote (25510)12/22/2018 12:01:53 PM
From: robert b furman
   of 25522
 
Hi Jake,

Needham didn't cover AMAT before?

SHEESH !

Bob

Share RecommendKeepReplyMark as Last Read


From: inthemoneystock1/8/2019 12:36:34 PM
   of 25522
 
Applied Materials $AMAT Downside Likely Until This Epic Target Reached

Shares of Applied Materials (AMAT) have bounced recently from an oversold condition. However, the bounce is likely just temporary as an epic target has yet to be reached. Shares of Applied Materials show a major support at $25.00 on the monthly chart. This is the likely target for the in the coming months. AMAT is down from over $60 in the last year, an almost 50% decline. The washout is likely to come and buyers should be ready to pounce.



Gareth Soloway
InTheMoneyStocks

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10