Applied Materials (AMAT)

[gottfried]

SEMI data November 2009

http://www.semi.org/en/Press/CTR_033543?id=highlights

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SEMI data October 2009

http://www.semi.org/en/Press/CTR_033084

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA October ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0910.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[Trader0327]

Closed at $13.25

Went as high as $13.85 in afterhours trading.

Of course it is down this morning. Sell on the news.

[gottfried]

re >Pop in afterhours< a whole dime :)

[Trader0327]

Beat earnings. Pop in afterhours.

[gottfried]

SIA September ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0909.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data September 2009
http://www.semi.org/en/Press/CTR_032564?id=highlights

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA August ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0908.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data August 2009
http://www.semi.org/en/Press/CTR_031881

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA July ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0907.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data July 2009
http://www.semi.org/en/Press/CTR_031330?id=highlights

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[goforthebet]

Applied Materials Forecast Tops Analysts’ Estimates

By Ian King

Aug. 11 (Bloomberg) -- Applied Materials Inc., the largest maker of semiconductor-production machinery, predicted fourth- quarter sales and profit that topped analysts’ estimates, signaling that the chip market may have bottomed out.

Profit will be as much as 4 cents a share in the period, which ends in October, the company said today on a conference call. Analysts had projected a loss of 5 cents, according to a Bloomberg survey.

Applied Materials may be recovering from three years of slumping sales, when customers scaled back production plans to cope with lower demand for chips. New orders, an indicator of future sales, will climb this quarter from the previous three months, the company said today.

“There are more indications that demand is growing,” Chief Executive Officer Mike Splinter said on the call. “It’s too soon to conclude that a broad-based recovery is at hand.”

Applied Materials, based in Santa Clara, California, rose 41 cents, or 3.1 percent, to $13.63 in extended trading. The shares, up 31 percent this year, closed at $13.22 today on the Nasdaq Stock Market.

Sales will climb at least 10 percent from the previous three months, Applied Materials said, indicating about $1.25 billion. Analysts had estimated $1.07 billion.

‘Bounce Back’

“There are definitely signs of a bounce back,” said Edwin Mok, an analyst at Needham & Co. in San Francisco. He has a hold rating on the stock, which he doesn’t own.

The company reported a third-quarter loss of $54.9 million, or 4 cents a share, compared with a profit of $164.8 million, or 12 cents, a year earlier. Sales fell to $1.13 billion in the period, which ended July 26. Analysts had predicted a loss of 9 cents a share on sales of $959.9 million.

New orders rose to $1.07 billion, up 65 percent from the second quarter. That compares with a prediction of a 40 percent gain by Patrick Ho, an analyst at Stifel Nicolaus & Co. in Dallas.

Applied Materials didn’t give a specific forecast for orders this quarter. Demand is concentrated among a few customers and they could quickly change their plans if the economy doesn’t recover, Chief Financial Officer George Davis said in an interview.

“Our visibility extends out a few months, rather than a few quarters,” he said.

Industry Slump

Worldwide chip-equipment capital spending will fall 45 percent this year to $24.3 billion, estimates Gartner Inc., a research firm in Stamford, Connecticut.

To offset the swings in demand for chip-making equipment, the company has branched out into solar-panel production machinery in the past three years. The tightening of credit markets prevented alternative-energy companies from getting loans needed to build plants, hampering efforts to expand that business.

Demand in China for solar panels is helping make up for a slowdown in other markets, Davis said. Orders have exceeded the company’s expectations, he said.

To contact the reporters on this story: Ian King in San Francisco at [e-mail]

Last Updated: August 11, 2009 19:09 EDT

[gottfried]

SIA June ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0906.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data June 2009
http://www.semi.org/en/Press/CTR_030868

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA May ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0905.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI bookings with AMAT price
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbookings_AMAT.gif

[gottfried]

SEMI data May 2009
http://www.semi.org/en/Press/CTR_030337

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA April ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0904.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data April 2009
http://www.semi.org/en/Press/CTR_029791

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA March ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0903.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data March 2009
http://www.semi.org/en/Press/CTR_029309

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA February ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0902.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[gottfried]

SEMI data February 2009
http://www.semi.org/en/Press/CTR_028882

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA January ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0901.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[*MARINE 1*]

Last Price (USD) $ 9.84

[gottfried]

Below a chart showing backlog, price, SEMI billings and backlog change of AMAT and of SEMI

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/backlogchange.gif

[gottfried]

SEMI data January 2009
http://www.semi.org/en/Press/CTR_028380

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[gottfried]

SIA December ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR_0812.pdf

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsales_SEMIbookings.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/chipsaleschange.gif


http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/bookings_chipchange.gif

[*MARINE 1*]

Last Price (USD) $ 10.23

Strong and steady imo

[*MARINE 1*]

Last Price (USD) $ 9.71
Change +0.56 (6.12%)

[gottfried]

SEMI data December 2008
http://www.semi.org/en/Press/CTR_027830

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[rayrohn]

Applied Materials Chairman James C. Morgan to Become Chairman Emeritus at Annual Meeting SANTA CLARA, Calif.--(BUSINESS WIRE)-- Applied Materials, Inc. (Nasdaq:AMAT) today announced that after more than 31 years as a member of the Board of Directors, including over 20 years as Chairman, James C. Morgan will not be standing for re-election. Having reached the customary Board retirement age of 70, Morgan will step down as Chairman of the Board and will become Chairman Emeritus, effective at the March 10, 2009 Annual Meeting of Stockholders. As part of its succession planning, the Board intends to appoint Mike Splinter, President and Chief Executive Officer and a Board member, to succeed Morgan as Chairman. Morgan joined Applied Materials in 1976 and served as Chief Executive Officer from 1977 to 2003, one of the longest tenures of any Fortune 500 CEO. With his pioneering vision and pragmatic leadership, Morgan grew Applied Materials from a modest Silicon Valley semiconductor business into the world's leading nanomanufacturing technology company. "It has been a tremendous honor to a be a part of Applied Materials and to help build a small, young company into a great global competitor innovating semiconductor, display and service solutions that improve the way people live all around the world," said Morgan. "I believe that today Applied has more opportunities than at any time in our history, and that Mike Splinter is the right person to lead Applied and our team of employees to extend our technology into energy and the environment." "By creating and living our core values, Jim fostered an environment that values employees, technological innovation, global capability and community involvement," said Splinter. "Through smart moves such as his pioneering entry into new markets in Japan and Asia, or the commercialization of the technology that is used to make virtually every new chip in the world, he has earned the respect of the global business community and the gratitude of our stakeholders." Throughout his career, Morgan has received numerous awards from governments, businesses, and educational and community organizations for contributions that have had a long-standing effect on technology, business and society, including the 1996 National Medal of Technology awarded by the President of the United States. "I would like to express my appreciation to our employees, customers, investors and other stakeholders and thank them for their support over the years," concluded Morgan. Applied Materials, Inc. is the global leader in Nanomanufacturing Technology(TM) solutions with a broad portfolio of innovative equipment, services and software products for the fabrication of semiconductor chips, flat panels, solar photovoltaic cells, flexible electronics and energy efficient glass. At Applied Materials, we apply Nanomanufacturing Technology to improve the way people live. Learn more at www.appliedmaterials.com. Source: Applied Materials, Inc. 4:30 pm January 13, 2009, Business Wire

[*MARINE 1*]

AMAT $10.3373 +0.207

[*MARINE 1*]

$10.07 making money taking orders!!!!

[*MARINE 1*]

$9.97 now that's what I'm talking about!!!!!!

With a day high of $10.01 already!!!!

[*MARINE 1*]

Can we see $10.00 by EOW, or do we get a pull back?

[rayrohn]

I still got a little of this one ....

looks like the insiders cash in their Christmas bonuses

As reported on 12/24/2008, AMAT shares sold by insiders equaled 17.0% of the 12-month total shares sold by all insiders.

Snapshot for AMAT is: Last:
$9.72 Change (%): 0.00 (0.0%) Volume:
0 Previous Close: 9.7252 Wk Range:
7.17-21.75YTD Perf: -44.4%


Date Name Trade Type
12/19/2008 PINTO, MARKDisposition (Non Open Market)
12/19/2008 SPLINTER, MICHAEL R.Disposition (Non Open Market)
12/19/2008 SWEENEY, JOSEPH J.Disposition (Non Open Market)
12/19/2008 THAKUR, RANDHIRDisposition (Non Open Market)
12/19/2008 ST. DENNIS, THOMASDisposition (Non Open Market)
12/19/2008 JANKER, FRANZDisposition (Non Open Market)
12/19/2008 KERSCHBAUM, MANFREDDisposition (Non Open Market)
12/19/2008 DAVIS, GEORGE S.Disposition (Non Open Market)

[*MARINE 1*]

Interesting, thanks for the post

[rayrohn]

Standard & Poor's Rating Change

Forecast: Following a 17% revenue decline in FY 08 (Oct.), we see sales falling an additional 25% in FY 09. While we expect flat panel and semiconductor equipment orders to remain muted amid a softening global economic landscape, we project healthy demand for AMAT's solar equipment over the next several quarters. We see solar as a large growth driver but remain wary of the ability of customers to receive financing. We think visibility for DRAM and NAND memory orders will remain weak until economic conditions improve. We project gross margins of 39% in FY 09 compared to 42% in FY 08. While we think margins will be pressured by higher spending to ramp up its solar business, we see AMAT reducing fixed costs in a difficult environment. AMAT recently announced that it plans to reduce its workforce by 12% and we expect multiple factory shutdowns to be implemented. Longer term, we see margins benefiting from AMAT's intent to move certain operations to lower-cost regions.We think customers will be able to reduce their cost/watt to under $1 within the next 3-5 years, using AMAT's large-scale solar panels.

[gottfried]

SEMI data November 2008
http://www.semi.org/en/Press/CTR_027472

SEMI chart from 2001
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb2.gif

SEMI chart from 1995
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIequipment_btb.gif

[*MARINE 1*]

AMAT pushing the HOD $10.51 :) :)

[*MARINE 1*]

alright, took some profits for the week :)

[*MARINE 1*]

$10.47 :) :)

[*MARINE 1*]

Last $10.44 :)

[*MARINE 1*]

fell off and on the way back up $10.34

[*MARINE 1*]

$10.42 but slowing down :(

[*MARINE 1*]

High of 10.11 really nice!

$10.00 sell order went through so I'm happy.

[*MARINE 1*]

shares owned by fidelity Magellan:

Applied Materials Inc (AMAT) US AMAT Semiconductor Equi ... 40,000,000

[*MARINE 1*]

come on little lady!!!