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 226.05

+1.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: etchmeister who wrote (25058)	12/27/2011 8:52:40 PM
From: etchmeister	of 25522

It now appears AMAT price is in synch with bookings perhaps even trailing bookings. It looks like "macro drivers" are becoming more important relative to the self inflicted up and down turns we experienced in the past - I recall semi downturns while macro was doing fine - yes the times they are a changin: youtube.com Q3 was the bottom for chip equipment orders, based on his “checks,” and revenue probably is hitting bottom this quarter (he’s estimating $892.4 million in revenue), as customers return to placing orders: “Our checks indicate that TSMC, Samsung Foundry, UMC and Global Foundries are all participating in the order parade in C4Q11.”

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next