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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25510 241 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
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.)

screencast.com
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ReplyMessage PreviewFromRecsPosted
25510Applied Materials was downgraded by analysts at Deutsche Bank AG from a "buJakeStraw-October 1
25509Applied Materials was downgraded by analysts at Bank of America Corp from a &quoJakeStraw-August 28
25508Edited Transcript of AMAT earnings conference call or presentation 16-Aug-18 finJakeStraw-August 17
25507AMAT Looks like its basing for a move higher. Looking for breakout at 49.47 for Alejandroo Green-July 27
25506Applied Materials Team Selected by DARPA to Develop Advanced Technology for ArtiJakeStraw-July 24
25505Applied Materials Ships 5,000th Producer Platform markets.siliconinvestor.com ViJakeStraw-July 2
25504It's already happening - too early to say this will be a net positive or negSun Tzu-June 12
25503Has anyone discussed what long-term effects the ZTE shutdown will have on the USSun Tzu-May 28
25502Applied Materials was downgraded by analysts at Goldman Sachs from a "buy&qJakeStraw-May 18
25501Applied Materials Delivers Strong Year-On-Year Growth in Quarterly Revenue and EJakeStraw2May 17
25500Applied Materials (AMAT) Nears Strong Short Level Shares of Applied Materials, inthemoneystock-February 21
25499Applied Materials had its price target raised by analysts at Credit Suisse GroupJakeStraw1February 15
25498Applied Materials Delivers Strong Year-on-Year Growth in Quarterly Revenue and OJakeStraw1February 15
25497SIA news semiconductors.orgGottfried1February 3
25496Applied Materials just recently celebrated its 50th birthday. The semiconductor Robertfinance-11/16/2017
25495Applied Materials, Inc. had its price target raised by analysts at Bank of AmeriJakeStraw111/15/2017
25494Hi OX, As they say in Texas - Even a blind hog finds an acorn every once in a robert b furman19/29/2017
25493It's nice to get it right every once in a while, right robert? From: The OxThe Ox19/29/2017
25492Why Applied Materials' Investor Meeting Has Us Raising Our Target Price Sep.JakeStraw19/29/2017
25491Bullish crossover in MACD and Stochastic Oscillators. [graphic]hollyhunter-8/22/2017
25490Hi Mark, AMAT = growth stock with a fortress balance sheet and improving earningrobert b furman-8/17/2017
25489A visual treat of $AMAT Applied Materials Q3 2017 Earnings Report Applied MaterMark Benson-8/17/2017
25488Applied Ventures Ramps Investment in Korea with New Innovation Fund Applied MateGottfried-6/23/2017
25487Excellent thank you very much! That is a great synopsis of where things are headCyrus-5/21/2017
25486Message 31114907The Ox-5/20/2017
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