Applied Materials (AMAT)

[gottfried]

SEMI data March 2012

http://www.semi.org/en/node/41321?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales
[to February since March SIA data not available yet]

[Sergey777]

NEW YORK , March 26, 2012 /PRNewswire/ -- Applied Materials Inc. (NASDAQ: AMAT: $13 ) has been picked by S&P Capital IQ as its Focus Stock of the Week. AMAT carries S&P Capital IQ's highest investment recommendation of 5-STARS, or Strong Buy.

"We think all of AMAT's business segments should improve from current levels in the coming months," said Angelo Zino , equity analyst at S&P Capital IQ. "While we believe the company's Silicon segment has already shown signs of rebounding from trough levels, we expect to see order improvement from both the display and solar-related businesses as the calendar year progresses. We anticipate that foundry and flash memory companies will be the key drivers in the projected rebound for AMAT's semiconductor equipment business."

$AMAT support 10.72 resistance 12.96 short target 10.72 http://bit.ly/IdpWw3

[gottfried]

SIA February ww chip sales

SIA data
http://www.sia-online.org/clientuploads/Feb2012_chartsgraph.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data February 2012

http://www.semi.org/en/node/41071?id=highlights


SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA January ww chip sales

SIA data
http://www.sia-online.org/clientuploads/GSR%20Charts_Jan%2012.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data January 2012

http://www.semi.org/en/node/40816


SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA December ww chip sales

SIA data
http://www.sia-online.org/clientuploads/December%202011%20Charts.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[Penny Roger$]

~ Thursday! $AMAT ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $AMAT ~ Earnings expected on Thursday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








http://stockcharts.com/h-sc/ui?s=AMAT&p=D&b=3&g=0&id=p88783918276&a=237480049




http://stockcharts.com/h-sc/ui?s=AMAT&p=W&b=3&g=0&id=p54550695994



~ Google Finance: http://www.google.com/finance?q=AMAT
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=AMAT#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=AMAT+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=AMAT
Finviz: http://finviz.com/quote.ashx?t=AMAT
~ BusyStock: http://busystock.com/i.php?s=AMAT&v=2


<<<<<< http://www.earningswhispers.com/stocks.asp?symbol=AMAT >>>>>>



http://investorshub.advfn.com/boards/post_prvt.aspx?user=251916

*If the earnings date is in error please ignore error. I do my best.

[gottfried]

SEMI data December 2011

http://www.semi.org/en/node/40516?id=highlights


SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA November ww chip sales

SIA data
http://www.sia-online.org/clientuploads/November%202011%20GSR%20Charts.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

SEMI data November 2011

http://www.semi.org/en/node/39971?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA October ww chip sales

SIA data
http://www.sia-online.org/clientuploads/October%20GSR%20Charts.pdf

3 charts
http://www.screencast.com/users/maugott/folders/SIAcharts

[mkendra]

Applied Materials Started At Hold By Deutsche Bank >AMAT

Nov 29, 2011 08:40:00 (ET)


(END) Dow Jones Newswires

November 29, 2011 08:40 ET (13:40 GMT)

[gottfried]

SEMI data October 2011

http://www.semi.org/en/node/39681

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[mkendra]

Bleh..

[mkendra]

Reports Q4 (Oct) earnings of $0.21 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus Estimate of $0.20; revenues fell 24.4% year/year to $2.18 bln vs the $2.15 bln consensus. Co issues downside guidance for Q1, sees EPS of $0.08-0.16, excluding non-recurring items, vs. $0.18 Capital IQ Consensus Estimate; sees Q1 revs of -5 to -15% QoQ to ~$1.85-2.07 bln vs. $2.07 bln Capital IQ Consensus Estimate.

[mkendra]

Q4 earnings are expected to be announced after market hours on November 16, 2011

Estimates:
0.250 High
0.194 Mean
0.160 Low

[gottfried]

Applied Materials to Hold Fourth Quarter FY 2011 Earnings Call on Nov. 16, 2011 at 4:30 p.m. ET
http://www.appliedmaterials.com/news/articles/applied-materials-hold-fourth-quarter-fy-2011-earnings-call-nov-16-2011-430-pm-et

[gottfried]

SIA September ww chip sales

SIA data
http://www.sia-online.org/clientuploads/September%202011_GSR_chart_updated.pdf
3 charts
http://www.screencast.com/users/maugott/folders/SIAcharts

[gottfried]

Applied on youtube

[gottfried]

SEMI data September 2011

http://www.semi.org/en/node/39381?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA August ww chip sales

SIA data
http://www.sia-online.org/clientuploads/August%202011_Chart_Graph.pdf

3 charts
http://www.screencast.com/users/maugott/folders/SIAcharts

[thinkfaceblackheart]

17:24 EDT Varian Semiconductor shareholders approve merger with Applied Materials

Varian Semiconductor Equipment Associates (VSEA) achieved a significant milestone in the proposed merger between Varian and Applied Materials (AMAT). At a special stockholders meeting yesterday, Varian stockholders voted to approve the merger. Varian continues to expect that the merger will be completed during 2H11. The closing of the merger is subject to the satisfaction or waiver of certain other closing conditions, including, without limitation, the approval of the U.S. Department of Justice under the Hart Scott Rodino Act.

[gottfried]

SEMI data August 2011

http://www.semi.org/en/node/39006?id=highlights

SEMI charts are at...
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[SteelTrader]

3 Stocks Near 52-Week Lows Worth Buying

It's sometimes tough to be a long-term investor in a highly cyclical sector, but semiconductor equipment, flat-panel LCD, and solar equipment provider Applied Materials (Nasdaq: AMAT ) looks like it may be at the right price for forward-thinking investors.

Applied Materials' situation has vastly improved since the lows of the credit crisis three years ago. Looking more closely at the company's third-quarter results, it's clear that Applied Materials is still moving its business in the correct direction even if short-term traders don't see it. The third quarter marked the fifth consecutive gross margin increase, as well as the fifth consecutive double-digit quarterly revenue increase -- 10.8% to be exact. Even with challenging results lying ahead for the industry as a whole, the company is valued at a reasonable forward earnings multiple of 11 and its dividend yield has crept above 3%. All systems are go for investment if you ask me.


http://www.fool.com/investing/general/2011/09/06/3-stocks-near-52-week-lows-worth-buying.aspx

[gottfried]

SIA July ww chip sales

SIA data
http://www.sia-online.org/clientuploads/July%202011_Chart_Graph.pdf

3 charts
http://www.screencast.com/users/maugott/folders/SIAcharts

[gottfried]

"Applied Materials Announces Breakthrough System to Drive the Next Wave of Solar Manufacturing"

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1601755&highlight=

http://tinyurl.com/3fql585

SANTA CLARA, Calif., August 31, 2011 - Applied Materials, Inc. today announced its new Applied Baccini®PegasoTM solar photovoltaic (PV) cell manufacturing platform that enables customers to bring their novel, high-efficiency cell designs into mass production. The Pegaso platform fabricates electrical circuits on both sides of a solar cell - a process that includes multiple screen-printed metallization steps, metrology and sorting. Advancing the state-of-the-art in cell manufacturing, the breakthrough Pegaso system delivers high yield and cell output - over 20 million solar cells per year - at the lowest overall cost-per-watt of any cell manufacturing system available.

[gottfried]

"Applied Materials to Hold Q3 FY 2011 Earnings Call on August 24, 2011, at 4:30 p.m. ET"

http://www.appliedmaterials.com/news/articles/applied-materials-hold-q3-fy-2011-earnings-call-august-24-2011-430-pm-et

http://tinyurl.com/3cn8efz

[gottfried]

SEMI data July 2011
http://www.semi.org/en/node/38701

SEMI charts
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[gottfried]

SIA June ww chip sales

SIA data
http://www.sia-online.org/clientuploads/June%202011_GSR%20Tables.pdf


http://www.screencast.com/users/maugott/folders/SIAcharts

[gottfried]

SEMI data June 2011
http://www.semi.org/en/node/38276

SEMI charts
http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales

[timvic]

It looks like AMAT is now at a bottom price.if the price goes up on Monday,
I think the trend will looks pretty bullish and good time to enter
right now,Commodity Channel Index (CCI) is bullish, Money Flow Index (MFI) is bullish and moving up ,it formed a bullish englfing pattern.

[gottfried]

"Applied Materials to Hold SEMICON West Briefing Meeting on Tuesday, July 12, 2011

SANTA CLARA, Calif., Jul 06, 2011 (BUSINESS WIRE) --

Applied Materials, Inc. (NASDAQ:AMAT) will hold a briefing meeting on Tuesday, July 12, 2011, beginning at approximately 8:00 a.m. PDT (11:00 a.m. EDT). The presentation will include discussions of Applied's business environment, strategies, and new products for semiconductor customers."

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1582548&highlight=

http://tinyurl.com/3gbpdcy

"Applied Materials Introduces Innovations for Building Faster DRAM Chips

Increasing DRAM speed to match microprocessor performance is a key challenge in 20nm era
New transistor fabrication technologies help overcome "memory wall" to speed data access"

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1582379&highlight=

http://tinyurl.com/3g5qeuj

[gottfried]

SIA May ww chip sales

SIA data
http://www.sia-online.org/clientuploads/May%202011_Chart_Graph.pdf

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

http://www.screencast.com/users/maugott/folders/SIAcharts

RSS feed available on the screencast page above

[gottfried]

"Cost of Solar Panels Lower Than Ever, Americans Optimistic about Future of Technology

Global Installed Solar Power Doubled in 2010"

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1576171&highlight=

http://tinyurl.com/3rwhzch

The cost of solar photovoltaic (PV) panels has dropped 70 percent since 2008, from $4 per watt to $1.25 per watt this year, and is expected to reach $1 per watt in the next couple of years. As a result, electricity produced by solar PV panels will cost the same as traditional sources of residential power in 19 countries, including Italy and Spain and Brazil, and California by the end of 2011.

Applied Materials forecasts that by the year 2020, more than 100 countries - representing 98 percent of the world's population, 99.7 percent of the world's Gross Domestic Product and 99.2 percent of energy-related CO2 emissions - will have access to solar power at the same cost as current residential power.

[gottfried]

SEMI data May 2011

http://www.semi.org/en/node/37796

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIequipment_btb.gif

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIbillings_chipsales_ratio.gif

[gottfried]

SIA April ww chip sales


http://www.sia-online.org/clientuploads/Combined%20Charts_April%202011.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/chipsales_change.gif


http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/bookings_chipchange.gif

[gottfried]

"Applied Materials Prices $1.75 Billion of Senior Unsecured Notes

SANTA CLARA, Calif., June 1, 2011 - Applied Materials, Inc. (NASDAQ: AMAT) today announced the pricing of senior unsecured notes in an aggregate principal amount of $1.75 billion. The notes consist of the following tranches:



$400 million of 2.65% senior unsecured notes due 2016

$750 million of 4.30% senior unsecured notes due 2021

$600 million of 5.85% senior unsecured notes due 2041



Applied intends to use the net proceeds from this offering, together with available cash and the proceeds from borrowings under its revolving credit facility or other short-term debt, to fund its planned merger with Varian Semiconductor Equipment Associates, Inc. (Varian) under an Agreement and Plan of Merger dated May 3, 2011, and to pay certain costs associated with the merger."

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1569914&highlight=

http://tinyurl.com/3h4lge3

[gottfried]

AMAT ex-dividend Friday http://finance.yahoo.com/q?s=AMAT

[Bart Myers]

Goldman Sachs has a Neutral rating and a $14 price target on shares of Applied Materials (NASDAQ: AMAT) after the company reported earnings.

In a note to clients, Goldman writes, "We believe that Applied's disappointing 2QCY11 guidance and commentary about order pushouts from the foundries is evidence that our Cautious view on Semi Equipment is starting to materialize. We continue to expect that the record capex this year from Intel and the foundries will lead to excess supply. As a result, we believe Applied's weak outlook is the start of a multi-quarter downward trend in orders. While orders could spike back up in any one quarter, with foundries still 47% of Applied's order book this quarter and logic (driven by Intel) comprising another 25%, we believe foundry orders have further to fall and logic will need to be cut before we are able to be more constructive on industry fundamentals. We remain Neutral on Applied, as the stock is already trading near our price target, and we believe that other stocks are at greater risk given Applied's cost saving initiatives and non-semi exposure."


Source: http://www.benzinga.com/analyst-ratings/analyst-color/11/05/1110877/goldman-sachs-neutral-on-applied-materials-after-earning#ixzz1NNKYomgn

[Bart Myers]

Stifel Nicolaus is out with its report today on Applied Materials (NASDAQ: AMAT), lowering its PT from $19 to $18.

In a note to clients, Stifel Nicolaus writes, "Although we are maintaining most of our revenue forecasts for 2011 (both fiscal and calendar years), given the lower gross margin profile, we are slightly lowering our EPS estimates. With that in mind, we are slightly lowering our price target to $18 (from $19), based on the same 11x multiple off our new CY11 pro forma EPS of $1.64, excluding options. We maintain our Buy rating on shares of Applied Materials."


Source: http://www.benzinga.com/analyst-ratings/analyst-color/11/05/1111225/update-stifel-nicolaus-lowers-pt-on-applied-materials-to#ixzz1NNJEFm2Z

[gottfried]

AMAT "Earnings Call Transcript"

http://seekingalpha.com/article/271660-applied-materials-ceo-discusses-q2-2011-results-earnings-call-transcript?source=yahoo

http://tinyurl.com/444mp4n

[gottfried]

"APPLIED MATERIALS DELIVERS STRONG SECOND QUARTER RESULTS

Net sales of $2.86 billion up 25 percent year over year and up 7 percent sequentially
Q2 EPS of $0.37; Q2 non-GAAP EPS of $0.38"

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1567398&highlight=

http://tinyurl.com/3svvh9v

[gottfried]

SEMI data April 2011

http://www.semi.org/en/node/37541

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIequipment_btb.gif

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/SEMIbillings_chipsales_ratio.gif

[mkendra]

The Law Firm of Levi & Korsinsky, LLP Launches an Investigation Into Possible Breaches of Fiduciary Duty by the Board of Varian Semiconductor Equipment Associates, Inc. in Connection With the Sale of the Company to Applied Materials, Inc.

May 4, 2011 18:42:12 (ET)


NEW YORK, May 4, 2011 (GlobeNewswire via COMTEX) -- Levi & Korsinsky is investigating the Board of Directors of Varian Semiconductor Equipment Associates, Inc. ("Varian" or the "Company") for possible breaches of fiduciary duty and other violations of state law in connection with the sale of the Company to Applied Materials, Inc. Under the terms of the transaction, Varian shareholders will receive $63 per share of Varian stock they own for a total transaction value of $4.9 billion.

Click here to learn how to join the action: http://www.zlk.com/varian-semiconductor-vsea.html , or call: 877-363-5972.

The investigation concerns whether the Varian Board of Directors breached their fiduciary duties to Varian stockholders by failing to adequately shop the Company before entering into this transaction and whether Applied Materials, Inc. is underpaying for Varian shares, thus unlawfully harming Varian stockholders.

If you own common stock in Varian and wish to obtain additional information, please contact Joseph E. Levi, Esq. either via email at [e-mail] or by telephone at [phone], toll-free: [phone], or visit http://www.zlk.com/varian-semiconductor-vsea.html .

Levi & Korsinsky has expertise in prosecuting investor securities litigation and extensive experience in actions involving financial fraud and represents investors throughout the nation, concentrating its practice in securities and shareholder litigation. The attorneys at Levi & Korsinsky have been appointed by numerous courts throughout the country to serve as lead counsel on behalf of shareholders in major litigations involving mergers and acquisitions. For more information, please feel free to contact any of the attorneys listed below. Attorney advertising. Prior results do not guarantee similar outcomes.

This news release was distributed by GlobeNewswire, www.globenewswire.com

SOURCE: Levi & Korsinsky, LLP


CONTACT: Levi & Korsinsky, LLP
Joseph Levi, Esq.
Eduard Korsinsky, Esq.
30 Broad Street - 15th Floor
New York, NY 10004
Tel: [phone]
Toll Free: [phone]
Fax: [phone]

[gottfried]

"Applied Materials to Acquire Varian Semiconductor Equipment Associates"

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1559117&highlight=

http://tinyurl.com/62f4mer

[mkendra]

Pre-market smokin'!

[gottfried]

SIA March ww chip sales


http://www.sia-online.org/galleries/default-file/March%202011_GSR_ChartGraph.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/chipsales_change.gif


http://i105.photobucket.com/albums/m225/maugott/SEMIcharts/bookings_chipchange.gif

[gottfried]

mkendra, it was easy to become mod: I just clicked. I did it just to be able to remove the obsolete sticky posts. As I might have mentioned before, more extensive semi equipment posting is on this Silicon Investor board. http://siliconinvestor.advfn.com/subject.aspx?subjectid=37144

Lots of fundamental stuff there.

My SEMI charts are also here http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts
where you can subscribe via RSS

[mkendra]

Thanks for becoming Mod!