Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

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 Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 249.89

+3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: matt dillabough who wrote (14697)	4/29/2005 8:22:40 PM
From: etchmeister	Read Replies (1) of 25522

Hi Matt Do you have any "color" on AEIS? as a key supplier for LRCX, NVLS and I believe also AMAT the EPS have been raised; a 3 months chart comparing AEIS vs its customers (NVLS, LRCX, AMAT) shows a 40% gain and it looks good on an asolute base as well. finance.yahoo.com finance.yahoo.com Firm concludes that 2005 capex plans will aggravate current capacity/demand imbalances in the semiconductor industry. Catch 22: in case bookings increase it will impact negatively the demand/supply side and consequently will trigger the next leg down and in case bookings go down anyway we (the financial community) were correct in the first place. VLSI is reporting U-rates to increase to 85% (up from 82% Feb and 79% Jan)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next