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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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24747WSTS lowers IC forecast for '11 Mark LaPedus (looks like other can do the maetchmeister-12/2/2010
24746Look at these projections - they vary significantly. The Barron's blurb projetchmeister-12/2/2010
24745Your point is well taken. But someone needs to first define what's 'a neDinesh-12/1/2010
24744**Necessary Reading** It all sounds preposterous, but <b>consider that JPProud_Infidel112/1/2010
24743EE times - Can you do the math? VLSI (Santa Clara, Calif.) revised its projectioetchmeister-12/1/2010
24742<i>How does this etcher from AMAT compete with Lam's offerings?</i&etchmeister-11/30/2010
24741How does this etcher from AMAT compete with Lam's offerings? It is interestKirk ©-11/30/2010
24740"APPLIED MATERIALS ANNOUNCES AGREEMENT WITH SAMSUNG ELECTRONICS SANTA CLARGottfried-11/29/2010
24739"Applied Materials to Present at Upcoming Investor Conferences SANTA CLARAGottfried-11/23/2010
24738Not one word on the news about this event ...I certainly remember it... youtube.etchmeister111/23/2010
247372 new news releases investors.appliedmaterials.comGottfried-11/22/2010
24736“Fair and efficient markets depend, ultimately, on public information and honestetchmeister-11/22/2010
24735<i>did you know that over the past five years, semiconductors have been thetchmeister-11/21/2010
24734SCE spending grew very rapidly from a very low "Great Recession" levelCary Salsberg-11/20/2010
24733Real growth should come from real productivity rather than increases in consumeretchmeister-11/20/2010
24732"Capex will go up when our customers see the potential of the market. It wietchmeister-11/20/2010
24731SEMI data October 2010 you can also get the charts here screencast.com. and caGottfried-11/19/2010
24730SEMI data October 2010 semi.org SEMI chart from 2001 i105.photobucket.com SEMGottfried-11/19/2010
24729Cary, Spending on SCE has expanded at a very high rate. This is not a slow gradcluka-11/19/2010
24728agree 100%. Growing too fast can be hard on margins. Slow growth in a tight labKirk ©-11/19/2010
24727RE: "...cyclicals are not priced for a slow recovery." Capital equipmCary Salsberg111/19/2010
24726"However I worry about the pace of recovery. I do not expect a double-dip lKirk ©-11/19/2010
24725>> how can one expect to grow the US economy based on family housing? YouSun Tzu-11/19/2010
24724This is good news and AMAT responded well to it. Overall I am positive on the mSun Tzu-11/19/2010
24723GM and Ford turned on a dime - GM now focused on its core business - build betteetchmeister-11/18/2010
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