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   Technology StocksApplied Materials No-Politics Thread (AMAT)

Previous 10 Next 10  From: Sun Tzu 5/28/2018 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 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 25522   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 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 Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: JakeStraw 7/24/2018 9:09:16 AM    of 25522   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: JakeStraw 8/17/2018 8:51:36 AM    of 25522   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 25522   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 25522   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 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. Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare 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 Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read From: inthemoneystock 1/8/2019 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 Applied Materials No-Politics Thread (AMAT) | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) Previous 10 Next 10