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Technology Stocks
Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
Posts SubjectMarks Bans Symbol
25522 235 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
Introduction Market Data Compact
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24472Paul, I recently updated 3 price with SEMI bookings charts Message 26739411 YouGottfried-8/20/2010
24471Gottfried, do you have your price chart(s) as compared with the order, shipping Paul V.-8/20/2010
24470Put buying Increases on AMAT schaeffersresearch.com fyi WoodyWoody_Nickels-8/20/2010
24469SEMI data July 2010 semi.org SEMI chart from 2001 i105.photobucket.com SEMI cGottfried-8/19/2010
24468Dinesh, I'd buy half the stock I wanted and sell a Jan'11 straddle againGottfried-8/19/2010
24467The conclusion from such high utilization levels alone is of course quite straigDinesh-8/19/2010
24466Cary, yes the two 'peaks' are due to different reasons. I think the currGottfried-8/19/2010
24465RE: "Or this insufficient information?" It is irrelevant information.Cary Salsberg-8/19/2010
24464yes, but can we draw any conclusions re stock price when we know utilization treGottfried-8/19/2010
244633Q2000 was a very special place ;-) in time. Esp. for stock prices. In particulaDinesh-8/19/2010
24462etch,look at what happened to stock price when utilization peaked in 3Q2000 MessGottfried-8/19/2010
24461<i>Semiconductor industry capacity utilization will peak during the third etchmeister-8/19/2010
24460this market is weak in forming an independent opinion - I don't blame the maetchmeister28/18/2010
24459Global IC capacity utilization hits 95.6% in 2Q10, says SICAS (still need Prinetchmeister18/18/2010
24458News Release View printer-friendly version << Back Applied MaterialsProud_Infidel18/18/2010
24457Intel, Micron deliver highest capacity, smallest NAND flash The NAND is 20% smaletchmeister-8/17/2010
24456First half was very strong - quarter after quarter Intel set the bar higher - noetchmeister-8/17/2010
24455As far back as I can remember and as well as I can, ALTR and XLNX always fall inCary Salsberg-8/14/2010
24454CSCO inventories - not one word (unless I missed it). No ammunition for the bearetchmeister-8/13/2010
24453NVDA upgrade - I think it's a joke but that's how it works - obviously etchmeister-8/13/2010
24452<i>Intel's stock is quite sensitive to (1) Global Server Shipments andetchmeister-8/13/2010
24451Just another piece in the puzzle...rather cutting pricing Intel is shipping an uetchmeister-8/13/2010
24450Supposedly Micron had some kind of webcast - in case Elpida can not get act togeetchmeister-8/12/2010
24449There seems to be some poisoned bait out there for the bears: certain data pointetchmeister-8/12/2010
24448This is why STM got slammed - analysts are acting hysterical - and so does this etchmeister-8/12/2010
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