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Technology Stocks
Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25522 235 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
Introduction Market Data Compact
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24497The "cuts" made are almost identical compared to couple weeks ago PCs etchmeister-8/26/2010
24496OT ** OIH and $WTIC [oil] track fairly well does one predict the other? From AprGottfried-8/26/2010
24495"Applied Materials Enables Advanced Microchip Designs with Breakthrough FloGottfried-8/26/2010
24494Semiconductors sector rises 0.8% on high volatility News Bites US Markets Augusetchmeister-8/26/2010
24493This article is from Solid State Technology Analysts' take: AMAT 3Q10 numbeetchmeister-8/26/2010
24492Dell, HP earnings: Business customers carry the quarters By Sam Diaz | August 1etchmeister-8/25/2010
24491Here Are The Details Behind Today's Ugly Housing Starts Number Calculated Rietchmeister-8/25/2010
24490Hi, Etch,The last severaal years have had surprising growth over 10-15 % vs analrobert b furman-8/25/2010
24489THE OPINION: Goldman Sachs analyst Matthew Fassler upgraded Lowe's to "etchmeister-8/25/2010
24488Dell & HP Correct me if I am wrong: 1.) I did not see/hear from Dell/HP thatetchmeister-8/25/2010
24487There does not seem to be a "clear" relationship between $ capex spentetchmeister-8/25/2010
24486etch, here's all the data I have from SEMI. If you copy it and paste specialGottfried-8/24/2010
24485I don't recall anybody looking at Capex $ versus capacity; I like to call itetchmeister-8/24/2010
24484OT: Joke of the Day Analyst upgrades Lowe's Cos. on improving margins Analyetchmeister-8/24/2010
24483I listened to the AMAT conference call. Pushouts and cancellations were not menCary Salsberg-8/24/2010
24482"A decline in capacity utilization is a sign of slowing sales; hence, the ietchmeister-8/24/2010
24481did not have time to pay attention to AMAT... my guess analysts were all over AMetchmeister-8/24/2010
24480Regarding PC/notebooks falling off a cliff - I am not ignorant and understand thetchmeister-8/24/2010
24479just like book-to-billGottfried-8/24/2010
24478I also noticed the 300 mm capacity utilization stat when I updated my spreadsheeCary Salsberg-8/24/2010
24477300mm utilization rates and 300mm wafer starts: 96.1% 436.5 96.7% 455.5 96.9% etchmeister18/24/2010
24476Back in January sell side Citi analyst Acuri concluded the cycle peaked because etchmeister-8/24/2010
24475Dell - lol... <i>In a conference call with Wall Street analysts, Gladden metchmeister-8/23/2010
24474HI Paul and G, Their Solar efforts benefitted them initially. Now I believe anrobert b furman-8/20/2010
24473Gottfried, it is interesting how AMAT's price has been held down this time aPaul V.-8/20/2010
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