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

To: etchmeister who wrote (19154)	5/27/2006 1:30:12 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

"Bottom line, we believe a lower beta, shallower downturn in IC units could be setting up for a softer than historical upturn in IC units--which could mute upward momentum utilization--further exacerbated by increasing supply growth in 2005," it said. "We continue to anticipate a second leg of a downturn leading to a disappointing finish to 2005 and another year of down capital expenditures in 2006. shallower downturn in IC units could be setting up for a softer than historical upturn in IC units- this just shows you how their brains work - the downturn is more shallow and hence the upturn will be softer; a shallow downturn "kills" a good portion of upside potential (for the industry). Those dumb gamblers that continue to buy calls seem to be a lot smarter but they continue to loose

To: etchmeister who wrote (19154)	5/27/2006 7:09:35 AM
From: Jerome	Respond to of 25522

>>>But, for some inexplicable reason this is not translating into higher stock prices.<<< Given the mood of the market I see nothing that that will drive this sector notably higher. There could be a few exceptions and they will be recognized after the fact. >>>but it looks someone continues selling calls over and over again being extremely confident that these calls will expire worthless.<<< That has been my theme for the past six months and probably till the end of the year. I write calls on strong up days, right at the money or slightly in the money and wait for a reversal to undo them. I don't really care about a call out. From a math standpoint, fewer shares at a higher price yield the same premium as more shares at a lower strike. Starting Tuesday with 14 trading days left, till expiration AMAT at 16.91 will yield about 3% on a covered call. The 17's for this month are at .45 to .50 for June expiration. The only stock I'm getting called out on for this month is GM and possibly HPQ (32 1/2). I would like some share price appreciation but stocks like KLAC, and ALTR have trashed that idea for while. INTC not only is low in price but also offers little in the way of call premium. Its a tough market and the covered call premium this year is the only thing keeping me in positive territory for this year. JMO...Jerome

To: etchmeister who wrote (19154)	5/29/2006 8:19:50 AM
From: Proud_Infidel	Respond to of 25522

AMD to invest $2.5 bln to expand Dresden factories Mon May 29, 2006 4:00 AM ET SAN FRANCISCO, May 29 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research), the No. 2 maker of microchips for personal computers, said on Monday it will spend an additional $2.5 billion to upgrade and expand its two factories in Germany. The expansion comes as AMD steadily gains market share from larger rival Intel Corp. (INTC.O: Quote, Profile, Research) and highlights the company's desire to prove that its once-crippling supply problems are a thing of the past. It also comes on the heels of the announcement this month that Dell Inc. (DELL.O: Quote, Profile, Research) will start using AMD chips in high-end servers for powering business networks, fueling expectations that the world's top PC maker will offer more AMD products in the future. "As global demand continues to rise for AMD products, we are scaling our manufacturing capacity intelligently to meet our customers' growing needs," AMD Chief Executive Hector Ruiz said in a statement. The money, to be spent over three years, will be used in part to overhaul AMD's first chip factory in Dresden, Germany, known as Fab 30, refitting it with equipment to handle larger silicon wafers that will yield more than twice as many processors as existing machinery. That factory will be renamed Fab 38. AMD will also expand capacity at its new, second Dresden facility, Fab 36, which began producing test chips last month and is gearing up for volume production soon. In addition, AMD will build a new "clean room" next year where final preparation of wafers for both factories will take place. Building a separate clean room facility will free up more production space in the fabs, AMD said. Chipmakers are gradually adopting the latest manufacturing techniques that cut chips from wafers 300 millimeters across, about the size of a 12 inch dinner plate. That yields double the amount of chips as the 200-millimeter wafers previously used. AMD said the expansions would let its Dresden facilities process a combined 45,000 300-millimeter wafers per month by the end of 2008. The Sunnyvale, California,-based company also has a deal with Singaporean contract chipmaker Chartered Semiconductor Manufacturing Ltd. (CSMF.SI: Quote, Profile, Research) to make its microprocessors, giving it a greater ability to respond to sudden spikes in demand or problems at its own facilities. AMD did not say how it planned to finance the expansions, but it had more than $2.6 billion in cash and short-term investments at the end of its first quarter. In January, AMD sold $500 million worth of stock to redeem debt and raise money that might be used for capital expenditures. AMD stock closed at $31.63 on Friday, up 2.1 percent. The stock has nearly doubled over the past year, while Intel fallen by nearly a third.

To: etchmeister who wrote (19154)	5/29/2006 8:19:51 AM
From: Proud_Infidel	Respond to of 25522

AMD to invest $2.5 bln to expand Dresden factories Mon May 29, 2006 4:00 AM ET SAN FRANCISCO, May 29 (Reuters) - Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research), the No. 2 maker of microchips for personal computers, said on Monday it will spend an additional $2.5 billion to upgrade and expand its two factories in Germany. The expansion comes as AMD steadily gains market share from larger rival Intel Corp. (INTC.O: Quote, Profile, Research) and highlights the company's desire to prove that its once-crippling supply problems are a thing of the past. It also comes on the heels of the announcement this month that Dell Inc. (DELL.O: Quote, Profile, Research) will start using AMD chips in high-end servers for powering business networks, fueling expectations that the world's top PC maker will offer more AMD products in the future. "As global demand continues to rise for AMD products, we are scaling our manufacturing capacity intelligently to meet our customers' growing needs," AMD Chief Executive Hector Ruiz said in a statement. The money, to be spent over three years, will be used in part to overhaul AMD's first chip factory in Dresden, Germany, known as Fab 30, refitting it with equipment to handle larger silicon wafers that will yield more than twice as many processors as existing machinery. That factory will be renamed Fab 38. AMD will also expand capacity at its new, second Dresden facility, Fab 36, which began producing test chips last month and is gearing up for volume production soon. In addition, AMD will build a new "clean room" next year where final preparation of wafers for both factories will take place. Building a separate clean room facility will free up more production space in the fabs, AMD said. Chipmakers are gradually adopting the latest manufacturing techniques that cut chips from wafers 300 millimeters across, about the size of a 12 inch dinner plate. That yields double the amount of chips as the 200-millimeter wafers previously used. AMD said the expansions would let its Dresden facilities process a combined 45,000 300-millimeter wafers per month by the end of 2008. The Sunnyvale, California,-based company also has a deal with Singaporean contract chipmaker Chartered Semiconductor Manufacturing Ltd. (CSMF.SI: Quote, Profile, Research) to make its microprocessors, giving it a greater ability to respond to sudden spikes in demand or problems at its own facilities. AMD did not say how it planned to finance the expansions, but it had more than $2.6 billion in cash and short-term investments at the end of its first quarter. In January, AMD sold $500 million worth of stock to redeem debt and raise money that might be used for capital expenditures. AMD stock closed at $31.63 on Friday, up 2.1 percent. The stock has nearly doubled over the past year, while Intel fallen by nearly a third.