Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Live Updating

Older Newer

gottfried

04/28/11 9:00 PM

Post #822

Sticky posts: I've removed them because they were outdated

gottfried

04/28/11 2:19 PM

Post #821

SEMI data March 2011

http://www.semi.org/en/node/37081

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

04/07/11 9:03 PM

Post #820

SIA February ww chip sales

http://www.sia-online.org/galleries/default-file/GSR%20Chart_February%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

mkendra

04/07/11 7:22 PM

Post #819

Due to Japans misfortune, this sector is depressed, but demand is HIGH. Buying opp, I say!

gottfried

04/07/11 7:19 PM

Post #818

Feb SIA ww chip sales charts
http://www.screencast.com/users/maugott/folders/SIAcharts

gottfried

03/19/11 12:30 AM

Post #817

SEMI data February 2011

http://www.semi.org/en/en/node/36671?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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

gottfried

03/11/11 9:40 PM

Post #816

SIA January ww chip sales

http://www.sia-online.org/galleries/default-file/GSR%20Chart_January%2020112.pdf

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

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

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

gottfried

03/08/11 1:34 PM

Post #815

Applied Materials Announces 14 Percent Increase in Cash Dividend

SANTA CLARA, Calif. - March 8, 2011 - Applied Materials, Inc. today announced that its Board of Directors has approved an increase in the quarterly cash dividend from $0.07 per share to $0.08 per share payable on the company's common stock. The dividend is payable on June 22, 2011 to stockholders of record as of June 1, 2011.

http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-newsArticle&ID=1537054&highlight=

gottfried

02/25/11 7:49 PM

Post #814

Re: #813: @mkendra - gottfried: why did you quit as mod ?

I never was mod on this board, but since I make the SEMI charts anyway I started posting them here.

Silicon Investor has fairly active boards - one of them AMAT - and a couple of others related to semiconductors. It helps if you know the posters. :)

http://siliconinvestor.advfn.com/subject.aspx?subjectid=37415

http://siliconinvestor.advfn.com/subject.aspx?subjectid=37144

http://siliconinvestor.advfn.com/subject.aspx?subjectid=58004

mkendra

02/25/11 6:46 PM

Post #813

Re: #811: @gottfried - SEMI data January 2011

gottfried: why did you quit as mod ?

mkendra

02/25/11 4:50 PM

Post #812

Applied Materials to Hold 2011 Annual Meeting of Stockholders on Tuesday, March 8, 2011, 11:00 a.m. PST

Feb 25, 2011 16:00:00 (ET)

SANTA CLARA, Calif., Feb 25, 2011 (BUSINESS WIRE) -- Applied Materials, Inc. (AMAT, Trade ) will hold its 2011 Annual Meeting of Stockholders at its corporate offices located at 3050 Bowers Avenue, Building 1, Santa Clara, California 95054, on Tuesday, March 8, 2011, at 11:00 a.m. Pacific Standard Time (PST), 2:00 p.m. Eastern Standard Time (EST).

A live audio webcast of the Annual Meeting will be available on Applied Materials' website at http://investors.appliedmaterials.com/phoenix.zhtml?c=112059&p=irol-calendar . An audio/MP3 replay of the webcast will be available beginning on Tuesday, March 8 at 5:00 p.m. PST, 8:00 p.m. EST, through Friday, April 8, 2011.

Applied Materials, Inc. (AMAT, Trade ) is the global leader in providing innovative equipment, services and software to enable the manufacture of advanced semiconductor, flat panel display and solar photovoltaic products. Our technologies help make innovations like smartphones, flat screen TVs and solar panels more affordable and accessible to consumers and businesses around the world. At Applied Materials, we turn today's innovations into the industries of tomorrow. Learn more at www.appliedmaterials.com .

SOURCE: Applied Materials, Inc.

Applied Materials, Inc.
Investment Community:
Mike Sullivan, 408-748-5227
investor_relations@amat.com
or
Editorial/Media:
Howard Clabo, 408-748-5775
howard_clabo@amat.com

gottfried

02/25/11 9:51 AM

Post #811

SEMI data January 2011

http://www.semi.org/en/node/21151?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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

hogdog

02/24/11 10:45 PM

Post #810

Re: #809: @chiefwiggim24 - I have a feeling this is about to

If we get a market bounce tomorrow it just might smile

chiefwiggim24 Free

02/24/11 11:51 AM

Post #809

I have a feeling this is about to take OFF!!!!

gottfried

02/08/11 11:36 AM

Post #808

SIA December ww chip sales

http://www.sia-online.org/galleries/gsrfiles/GSR_Stats_2010.pdf

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

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

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

sdy

01/26/11 3:54 PM

Post #807

Re: #804: @gottfried - techtrader, thanks - that explains something but not

Is there still an anticipation of falling equipment orders - there's a potential to back fill the gap of earlier Jan.

gottfried

01/25/11 8:45 PM

Post #806

SEMI data December 2010

http://www.semi.org/en/Press/ctr_043146

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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

gottfried

01/03/11 6:53 PM

Post #805

SIA November ww chip sales
http://www.sia-online.org/cs/papers_publications/press_release_detail?pressrelease.id=1844

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

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

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

gottfried

12/17/10 8:41 PM

Post #804

Re: #803: @thetechtrader - Applied Materials (AMAT) was the beneficiary of a

techtrader, thanks - that explains something but not why AMAT suddenly started to move 2 weeks ago [in spite of falling equipment orders - anticipation?]

thetechtrader Free

12/17/10 2:43 PM

Post #803

Applied Materials (AMAT) was the beneficiary of a Barclay's upgrade this morning and an upwardly revised target price to 17 from 12, which is having a positive impact on the stock price. An upgrade to an already powerful chart picture and technical set-up aligns the fundamentals and the technicals, in this case both bullish. AMAT is heading next for a confrontation with its 2010 resistance line, now at 13.78, which if hurdled should trigger upside continuation to test 14.00/10.

http://www.mptrader.com/middayminute/12/2010/17/

gottfried

12/17/10 9:44 AM

Post #802

Re: #801: @Stock - have you ever done a year-over-year chart of

I have not produced a yoy chart. Seasonal dependencies come and go and I don't try to trade on them: just on what I see.

Stock

12/17/10 9:07 AM

Post #801

Re: #800: @gottfried - AMAT has been rising 2 weeks. Are the

have you ever done a year-over-year chart of AMAT stock price?

seems like late december and january have never been a good time to be long AMAT, but I have not produced such a chart recently.

February and March are usually better

gottfried

12/17/10 12:35 AM

Post #800

Re: #799: @gottfried - SEMI data November 2010

AMAT has been rising 2 weeks. Are the buyers anticipating the next bookings bottom? A chart of AMAT with SEMI bookings is below.

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

gottfried

12/16/10 9:23 PM

Post #799

SEMI data November 2010

http://www.semi.org/en/Press/CTR_042329

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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

gottfried

12/05/10 2:35 PM

Post #798

SIA October ww chip sales
http://www.sia-online.org/cs/papers_publications/press_release_detail?pressrelease.id=1837

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

mkendra

12/04/10 7:49 AM

Post #797

Re: #796: @thetechtrader - My near-term work on AMAT indicates that the

Thanks. The 50 MA is looking to cross the 200 MA very soon. That would be good.

A lot of stocks are looking that way - could be a bull market soon !

thetechtrader Free

12/03/10 3:02 PM

Post #796

My near-term work on AMAT indicates that the double bottom lows of 12.30 on Nov 23 and Nov 30 ended a 6 percent correction off of 13.08, and that all of the action since then represents the start of another upleg that is heading for a test of 13.08. If hurdled and sustained, this should trigger upside follow-through towards 13.80 thereafter. At this juncture, only a break of 12.30 will invalidate my current positive technical outlook.

http://www.mptrader.com/middayminute/12/2010/3/

gottfried

11/20/10 12:03 AM

Post #795

Re: #794: @gottfried - SEMI data October 2010

SEMI data October 2010

you can also get the charts here http://www.screencast.com/users/maugott/folders/SEMI%20equipment%20charts

and can even subscribe via RSS

gottfried

11/19/10 10:33 PM

Post #794

SEMI data October 2010

http://www.semi.org/en/Press/CTR_041643?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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

optimus203 Free

11/17/10 9:56 PM

Post #793

Re: #791: @mkendra - Just bought some for 2011. Good luck to me.......LOL!

Welcome aboard.

gottfried

11/06/10 5:33 PM

Post #792

SIA September ww chip sales
http://www.sia-online.org/galleries/gsrfiles/September%20charts.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

mkendra

11/03/10 11:44 AM

Post #791

Just bought some for 2011. Good luck to me.......LOL!

gottfried

10/22/10 9:07 AM

Post #790

SEMI data September 2010

http://www.semi.org/en/Press/CTR_041003

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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

gottfried

10/21/10 10:01 PM

Post #789

deleted

gottfried

10/08/10 6:58 PM

Post #788

SIA August ww chip sales
http://www.sia-online.org/galleries/press_release_files/August%20charts.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

09/16/10 6:50 PM

Post #787

SEMI data August 2010

http://www.semi.org/en/Press/CTR_040401

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

Ratio of SEMI billings to SIA ww chip sales
http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbillings_chipsales_ratio.gif

Stock

08/31/10 2:27 PM

Post #786

Re: #785: @gottfried - SIA July ww chip sales

another record, and the big name semi stocks are still at or near 52-week lows

gottfried

08/31/10 2:13 PM

Post #785

SIA July ww chip sales
http://www.sia-online.org/galleries/gsrfiles/GSR1007.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

08/19/10 6:57 PM

Post #784

SEMI data July 2010

http://www.semi.org/en/Press/CTR_039538?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

optimus203 Free

08/19/10 8:10 AM

Post #783

AMAT to Announce Breakthrough Technology for Chip Manufacturing

http://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20100819005503&newsLang=en

SANTA CLARA, Calif.--(BUSINESS WIRE)--On Tuesday, August 24, Applied Materials, Inc. will announce a significant innovation in chip manufacturing technology to enable its customers to overcome one of the most critical challenges to scaling Moore’s Law.

Applied executives, led by Dr. Randhir Thakur, executive vice president and general manager of Applied’s Silicon Systems Group, will discuss this new breakthrough technology in a live webcast on August 24 at 1:00 p.m. Pacific Daylight Time. Credentialed media and financial analysts are invited to call in questions for the speakers immediately following the presentation.

The live webcast and call-in information can be accessed at:
http://www.appliedmaterials.com/2010_SSG/index.html.

A replay will be available using this link at approximately 5:00 p.m. Pacific Daylight Time on August 24.

A multi-media release containing video, photographs and other materials concerning this product will be available at the time of announcement.

Applied Materials, Inc. (Nasdaq:AMAT) is the global leader in Nanomanufacturing Technology™ solutions with a broad portfolio of innovative equipment, service and software products for the fabrication of semiconductor chips, flat panel displays, 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.

optimus203 Free

08/19/10 8:09 AM

Post #782

Third Quarter Results

http://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20100818006243&newsLang=en

optimus203 Free

08/10/10 4:34 PM

Post #781

Not looking too sunny over here at the moment. Hit 52-week low today. Still solid long-term pick with so much cash on hand. GLTA.

gottfried

08/07/10 5:56 PM

Post #780

Stock price with SEMI bookings charts for AMAT, KLIC, COHU

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbookings_AMAT-1.gif

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

http://i105.photobucket.com/albums/m225/maugott/SEMI%20charts/SEMIbookings_COHU-2.gif

gottfried

08/03/10 10:55 PM

Post #779

SOX with yoy chip sales change

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

Stock

08/03/10 9:51 AM

Post #778

Re: #777: @gottfried - SIA June ww chip sales

UBS gets bearish on semi equipment stocks

Applied Materials Cut To Neutral From Buy By UBS >AMAT

Last update: 8/3/2010 8:22:07 AM
(END) Dow Jones Newswires

--

Applied Materials downgraded to neutral at UBS

By Simon Kennedy

LONDON (MarketWatch) -- UBS downgraded semiconductor equipment company Applied Materials Inc. (AMAT 11.73, -0.28, -2.35%) to neutral from buy, saying it expects industry orders to peak in the first quarter of 2011. UBS lifted its fiscal 2011 earnings per share forecast for the company to $1.35 from $1.25, but also lowered its fiscal 2012 forecast to $1.08 a share from $1.17 a share.

gottfried

08/03/10 12:22 AM

Post #777

SIA June ww chip sales

http://www.sia-online.org/galleries/gsrfiles/GSR_1006.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

optimus203 Free

07/21/10 5:34 PM

Post #776

Re: #775: @Stock - I'm not sure yet.

At least above $14, especially with how much cash they have on hand. Will be a nice entry point, especially when they start buying back shares.

Stock

07/21/10 5:31 PM

Post #775

Re: #774: @optimus203 - From the way I see it, it was

I'm not sure yet.

with chip production at an all time high right now, I am amazed at all the ongoing negativity toward the semi and semi equipment business.

AMAT should have been above $15 a long time ago, imo

optimus203 Free

07/21/10 5:29 PM

Post #774

Re: #773: @Stock - What's your opinion of this morning's AMAT news?

From the way I see it, it was inevitable. Was the least profitable segment for AMAT. Restructuring will create better long-term results, IMO. What did you think of news?

Stock

07/21/10 5:27 PM

Post #773

Re: #772: @optimus203 - AMAT Announces Restructuring of Energy and Environmental Solutions Segment[/b

What's your opinion of this morning's AMAT news?

Older Newer

Applied Materials (AMAT)

Followers	62	Posters	135
Posts (Today)	0	Posts (Total)	1116
Created	04/14/01	Type	Free
Moderators

Moderators' Board Intro has not been added

Volume
Day Range:
Bid Price
Ask Price
Last Trade Time:

Boards:

Quotes:

Boards

News

Market Data

Markets

Discover

Discover

Boards:

Quotes:

Join the InvestorsHub Community

Applied Materials (AMAT)

Detailed Quote

AMAT Latest News