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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (15028)5/18/2005 8:27:55 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Taken from the "W" thread:

To: sixty2nds who wrote (23392) 5/18/2005 7:43:15 AM
From: sixty2nds of 23394

07:32 AMAT Applied Materials: Color on Quarter (16.04 )

Analysts cautious on AMAT following worse than expected guidance, yet the downside from current levels is seen pretty limited... Piper saying they think that AMAT shares have support at the $15 level, and with firm's expectation that bookings are likely to trough in July (but rebound should be gradual), they think trading-oriented clients can own the stock on weakness. Believes foundry pushouts should subside in the next one to two months, and technology buys should resume. Maintains Mkt Perform and $18 tgt... JP Morgan saying that in the very near term, they think AMAT shares may correct some of their recent strength on the lower-than-expected guidance, but the firm suspects downside is extremely limited. Key catalysts for the group until SemiconWest (mid-July) will be incremental news flow on end market and chip demand, which appear to be reasonably solid. Maintains Overweight...Morgan Stanley noting they continue to expect a trading rally over the next 4-6 weeks as recent bad news has been discounted in stock prices.

To: etchmeister who wrote (23391) 5/18/2005 7:38:32 AM
From: sixty2nds Read Replies (1) of 23394

07:30 AMAT Applied Materials downgraded to Sector Perform at CIBC (16.04 )

CIBC downgrades AMAT to Sector Perform from Outperform following in-line Q2 results and disappointing guidance. Firm says a slump in foundry demand -- effectively a freeze through summer -- is both unexpected and disproportionately affects AMAT, given it has 2x the share at foundries as peers. Firm believes the co likely will lose share in 2005 in its core semi equipment mkt, and its mix will shift to lower margin services & FPD equipment.



To: Gottfried who wrote (15028)5/18/2005 9:39:36 AM
From: willcousa  Read Replies (1) | Respond to of 25522
 
If women are better investors than men it is probably because they don't pay as much attention to their Broker!



To: Gottfried who wrote (15028)5/18/2005 3:37:53 PM
From: Proud_Infidel  Respond to of 25522
 
Taiwan companies among fastest-growing U.S. patent holders


Mike Clendenin
EE Times
(05/18/2005 12:20 PM EDT)


MANHASSET, N.Y. — Among the technology companies with more than 50 U.S. patent awards in 2004, according to IFI Claims Patent Services, three Taiwanese companies ranked among the top 10 performers in percentage gains over their 2003 patent totals: DRAM maker Nanya Technology, chip set specialist Via Technologies and LCD manufacturer AU Optronics.
Listed in order below are the top 10 growth leaders in U.S. patent awards from 2003 to 2004:

Nanya Technology
Taoyuan, Taiwan

2004 patents: 100 2003-2004 growth: 284 percent Rank 2004/2003: 167/700

Notable innovation: Leakage control circuit, Patent No. 6,747,904.

Inventor: Chih-jen Chen

Summary: The invention provides a leakage control circuit in MOS transistors, particularly for turning off MOS transistors in a DRAM. The transistors are fabricated by the same process as the memory cell; no other extra processes are needed.

Molex
Lisle, Ill.

2004 patents: 91

2003-2004 growth: 128 percent

Rank 2004/2003: 188/483 (tie with AU.

Notable innovation: High-speed mezzanine connector with conductive housing, Patent No. 6,702,590.

Inventors: Victor Zaderej, Kenneth M. Stiles, Kent E. Regnier

Summary: The invention is a board-to-board connector for high-speed signal transmission.

Via Technologies
Taipei, Taiwan

2004 patents: 116

2003-2004 growth: 123 percent

Rank 2004/2003: 146/349

Notable innovation: Computer system for accessing initialization data, Patent No. 6,691,224.

Inventors: Bi-Yun Yeh, Shu-Tzu Wang, Heng-Chen Ho

Summary: The patent covers a method and computer system for accessing initialization data stored in a boot ROM's memory space that is not used by a BIOS contained in the boot ROM. The method is implemented across Via's chip set product portfolio.

BellSouth Intellectual Property
Atlanta

2004 patents: 184

2003-2004 growth: 114 percent

Rank 2004/2003: 96/201

Notable innovation: Wireless broadband service, Patent No. 6,778,517 B1.

Inventors: Yuang Lou, Douglas Duet, Vijay Perumbeti, David Payne.

Summary: Fixed-broadband wireless data access service provides shared wideband packet-switched data transport for high-speed data access in areas where conventional broadband and fiber-optic service are not available.

Hitachi Global Storage Technologies
San Jose, Calif.

2004 patents: 138

2003-2004 growth: 112 percent

Rank 2004/2003: 128/278

Notable innovation: Falling sensor and the information-processing device that makes use of it, Patent No. 6,771,449.

Inventors: Tatsuya Ito, Tadashi Okumura, Tsuyoshi Takahashi, Masatoshi Ishikawa, Yuji Nishimura, Tetsuo Yuki

Summary: The approach increases the intelligence of hard drives to protect user data when a host device, such as a laptop, MP3 player or cell phone, is dropped.

AU Optronics
Hsinchu, Taiwan

2004 patents: 79

2003-2004 growth: 98 percent (161 percent for Acer Display Technology and Uni-pac).

Rank 2004/2003: 220/483 (tie with Molex)

Notable innovation: Patent No. 6,778,626

Inventor: Jian-shen Yu

Summary: A bidirectional shift-register circuit outputs data in different turns according to a switching signal.

Broadcom Corp.
Irvine, Calif.

2004 patents: 299

2003-2004 growth: 78 percent

Rank 2004/2003: 61/114

Notable innovation: Subdimensional single-carrier modulation, Patent No. 6,778,611.

Inventor: Gottfried Ungerboeck

Summary: The method modulates a signal with data symbols so that the modulated sequence has spectral redundancy.

Nokia AB Oy
Espoo, Finland

2004 patents: 369

2003-2004 growth: 74 percent

Rank 2004/2003: 53/86

Notable innovation: Viewing Web pages on small-screen devices using a keypad for navigation, Patent No. 6,832,353.

Inventors: Jaakko Itavaara, Semi Malinen, Pasi Nieminen, Bhavin Suthar, Honglang Zhang

Summary: Software engineers conceived the innovation while developing a Web browser for mobile telephones.

Agilent Technologies
Palo Alto, Calif.

2004 patents: 651

2003-2004 growth: 64 percent

Rank 2004/2003: 28/46

Notable innovation: High-speed A/D converter with on-chip memory, Patent No. 6,707,411.

Inventors: Ken Poulton, Tom Kopley, Robert Neff

Summary: Agilent's A/D is used in the company's digital oscilloscopes. To record the fastest signals, such as those found inside a 3-GHz computer, Agilent's A/D samples at 20 GHz.

Qualcomm
San Diego

2004 patents: 283

2003-2004 growth: 59 percent

Rank 2004/2003: 68/110

Notable innovation: Patent No. 6,674,736.

Inventor: Edward G. Tiedemann Jr.

Summary: Patent pertains to a method and apparatus that permit handoffs while a mobile station is in the system access state.

Sources: IFI Claims Patent Services, EE Times