Applied Materials Inc.

applied materials inc. - All News and Analysis

• Third Avenue Never Learned Their Lesson

  Seeking Alpha - 2008-12-16

  Colin Peterson submits: Look at this quote from the WSJ: Legendary fund manager Marty Whitman is pinning the blame squarely on an "irrational" stock market meltdown for this year's hefty losses at his Third Avenue Value fund. by Colin Peterson

  Tags: US Market, Colin Peterson, Applied Materials Inc.

• Will Intel Follow Applied Materials into Batteries?

  Seeking Alpha - 2008-12-15

  Marketing Charts submits: By Michael Kanellos First Applied Materials AMAT jumped into the battery market. Now Intel INTC may follow suit. by Marketing Charts

  Tags: Chip, Marketing Charts, Applied Materials Inc., Intel Corp.

• Applied Materials: Citigroup Thinks Semi Bottom Is In

  Seeking Alpha - 2008-12-04

  Eric Savitz (Barron's) submits: Has the semiconductor equipment sector hit rock bottom? Citigroup’s Timothy Arcuri thinks conditions in the industry may finally have gotten so bad that they can’t get any worse. Which for the stock, he says, is good. “We think chipmakers have finally reached “maintenance” cap ex,”...

  Tags: Chip, Eric Savitz, Applied Materials Inc., KLA-Tencor Corp.

• Applied Materials Sees More Customers Using Thin Film in 2009

  Seeking Alpha - 2008-12-04

  Greentech Media submits: By Ucilia Wang Applied Materials AMAT expects to cut only a handful of employees from its solar division and see its customers spending less on buying its thin-film equipment over the next year. by Greentech Media

  Tags: Chip, Greentech Media, Applied Materials Inc.

• Applied Materials, Inc. Q3 2008 Earnings Call Transcript

  Seeking Alpha - 2008-11-12

  Question-and-Answer Session Operator Operator Instructions Your first question comes from James Covello – Goldman Sachs. James Covello – Goldman Sachs My first question would be on the DRAM segment and Mike you referenced in the beginning that you think coming out of the other side of...

  Tags: Factory, DRAM, Goldman Sachs & Co., Call Transcript, Earnings, Applied Materials Inc., Memory, Semiconductors, Hardware, Components, Seeking Alpha

• Earnings Preview: Applied Materials

  Seeking Alpha - 2008-11-12

  Applied Materials AMAT is expected to report Q4 earnings after market close Wednesday Nov. 12, with a conference call scheduled for 4:30 pm ET. Guidance The consensus estimate is 14c for EPS and $1.94B for revenue, according to First Call. by theflyonthewall.com

  Tags: Earnings, Applied Materials Inc., Seeking Alpha, Financial Accounting, Finance, theflyonthewall.com, Chip

• Applied Materials To Cut 12% of Staff After Weak Earnings

  Seeking Alpha - 2008-11-12

  Greentech Media submits: By Ucilia Wang Applied Materials Inc. AMAT, a chip company that has invested heavily in its emerging solar business, plans to cut 12 percent of its workforce to reduce costs and weather the economic downturn, the company said Wednesday. by Greentech Media

  Tags: Earnings, Applied Materials Inc., Seeking Alpha, Greentech Media, Semiconductors, Recruitment & Selection, Workforce Management, Payroll Solutions, Financial Accounting, Hardware, Human Resources, Finance, Chip

• Applied Materials: Ahead of Wednesday Earnings, the Pressures Mount

  Seeking Alpha - 2008-11-11

  Eric Savitz (Barron's) submits: The Street’s current attitude on Applied Materials AMAT, which reports earnings after the close on Wednesday, is that investors should be prepared for the worst. The stock, which lost ground yesterday following an Oppenheimer downgrade, and other negative chatter from the Street, today has extended...

  Tags: Flat Panel, Guidance, Stock, Earnings, Applied Materials Inc., Seeking Alpha, AMAT, Investment, Monitors & Displays, Finance, Hardware, Components, Eric Savitz, Chip

• Applied Materials: The Green Machine

  Seeking Alpha - 2008-11-11

  Greentech Media submits: By Michael Kanellos You can call Applied Materials AMAT the green machine. by Greentech Media

  Tags: Applied Materials Inc., Seeking Alpha, Greentech Media, Chip

• Two Alternatives for Investors in the Politicized Alternative Energy Sector

  Seeking Alpha - 2008-11-05

  Ockham Research submits: Pure play? or Diversified? When it comes to alternative energy companies, the list is long and there is certainly reason today to believe that it is about to get a whole lot longer. Already on the Seeking Alpha homepage today, we have seen multiple submissions by...

  Tags: Alternative Energy, Investor, Seeking Alpha, Ockham Research, Applied Materials Inc., Rentech Inc., Energy

• Will Signet Be First in Thin-Film Solar Production?

  Seeking Alpha - 2008-09-15

  Greentech Media submits: By Rachel Barron Signet Solar expects to begin commercial production of thin-film solar panels by the end of this month, a company executive told Greentech Media this week. by Greentech Media

  Tags: Chip, Applied Materials Inc., First Solar Inc.

• Chip Stocks: It's Not Yet Time To Bottom-Fish

  Seeking Alpha - 2008-09-11

  Trade Radar Operator submits: If you were thinking it might be time to bottom-fish among the semiconductor equipment stocks, you might want to restrain that impulse.SEMI (Semiconductor Equipment and Materials International, a global industry association) reported yesterday that worldwide semiconductor manufacturing equipment billings were $7.83 billion in the second...

  Tags: Chip, Applied Materials Inc., KLA-Tencor Corp., Lam Research

• Does a Move into Solar Make Sense for the Big Semis?

  Seeking Alpha - 2008-09-11

  Greentech Media submits: By Jennifer Kho and Rachel Barron Cypress Semiconductor Corp. (NYSE: CY) plans to sell off its stake in solar-panel maker SunPower Corp. (NSDQ: SPWR), cutting its strongest tie to the solar industry. by Greentech Media

  Tags: SunPower Corp., Chip, Applied Materials Inc., Cypress Semiconductor Corp., Intel Corp., National Semiconductor Corp., Novellus Systems Inc., Semiconductor Manufacturing International Co.

• Thin Film Solar Will Grow Eightfold By 2010

  Seeking Alpha - 2008-09-09

  Greentech Media submits: By Jennifer Kho Thin-film solar production is expected to double in each of the next three years to reach 4.18 gigawatts worth of equipment in 2010, according to a report to be released by Greentech Media and the Prometheus Institute on Tuesday. by Greentech Media

  Tags: Energy, Chip, Applied Materials Inc., First Solar Inc.

• Rough Day for Solar Stocks

  Seeking Alpha - 2008-09-08

  Eric Savitz (Barron's) submits: Solar stocks are having another rough day, one which looks all that much worse with the Dow Jones Industrial Average up well over 200 points. A number of analysts Monday morning wrote notes on their trips to the recent European solar conference in Valencia, Spain....

  Tags: Energy, Applied Materials Inc., First Solar Inc., SunPower Corp.

• Nasdaq 100 Struggles

  Seeking Alpha - 2008-09-03

  Hickey and Walters Bespoke submit: The tech-heavy Nasdaq 100 is currently set to have its third straight -1% decline.  Below we highlight the 25 (out of 100) worst performing stocks in the index since last Thursday's close.  As shown, Dell has lost nearly a fifth of its value...

  Tags: Dell Computer Corp., US Market, Chip, Autodesk Inc., Akamai Technologies Inc., Altera Corp., Applied Materials Inc., Broadcom Corp., Flextronics International Ltd., FLIR Systems Inc., Foster Wheeler Ltd., Hologic Inc., Intel Corp., Joy Global Inc., KLA-Tencor Corp., Linear Technology, Lam Research, Marvell Technology Group Ltd., NVidia Corp., Oracle Corp., Qualcomm Inc., Research In Motion Ltd., SanDisk Corp., Steel Dynamics Inc., Vertex Pharmaceuticals Inc., Xilinx Inc.

• Solar Generation Costs on Track to Achieve Grid Parity

  Seeking Alpha - 2008-08-26

  Kamal Ahuja submits: Introduction There is a considerable amount of talk in investment and research communities these days about the cost of solar power generation.  Even though the cost of solar power today from sources such as photovoltaic [PV] and solar thermal is more expensive than traditional forms of power...

  Tags: Energy, Applied Materials Inc., SunPower Corp.

• Looking Inside the New Ben Graham ETN Baskets

  Seeking Alpha - 2008-08-18

  Rick Konrad submits: Exchange traded notes [ETN] are a fairly new investment product that share some characteristics of exchange-traded funds, or ETFs. They are simply direct debt obligations issued by a bank or investment firm rather than an interest in a pool of securities that define an ETF.A bank...

  Tags: ETF, Alcoa Inc., AmerisourceBergen Corp., Analog Devices Inc., Allstate Corp., Applied Materials Inc., Abercrombie & Fitch Co., Bendigo Bank, Franklin Resources Inc., BJ's Wholesale Club Inc., BJ Services Co., CBS Corp., Corning Inc., Genworth Financial Inc., Genuine Parts Co., The Gap Inc., Garmin Ltd., W. W. Grainger Inc., Halliburton Co., Home Depot Inc., Hartford Financial Services Group Inc., Harley-Davidson Inc., Host Hotels & Resorts Inc., International Paper Co., Illinois Tool Works Inc., J.C. Penney Co. Inc., Nordstrom Inc., KLA-Tencor Corp., Eli Lilly & Co., Legg Mason Inc., Lowe's Companies Inc., Mattel Inc., McGraw-Hill Companies, Altria Group Inc., Merck & Co. Inc., Murphy Oil Corp., Noble Corp., Nucor Corp., Southern Copper Corp., Pfizer Inc., Qualcomm Inc., Sherwin-Williams Co., Staples Inc., Seagate Technology LLC, Sysco Corp., TJX Companies Inc., Texas Instruments Inc., United Parcel Service of America Inc., Valero Energy Corp., Wyeth, Exxon Mobil Corp.

• Semiconductor ETF: Some Tasty Chips?

  Seeking Alpha - 2008-08-17

  Jeff Miller submits: ETF sector leadership continues to shift rapidly.  The most dramatic move of the week came from a semiconductor ETF, which moved from #37 to #5 in the ratings from our TCA-ETF model.  We try to look at both Trend and Cycle, while doing some Anticipation of...

  Tags: ETF, Chip, Applied Materials Inc.

• Game Changer in Solar Energy: PG&E Inks Deal

  Seeking Alpha - 2008-08-15

  Trader Mark submits: We have quite the huge announcement from Sunpower SPWR, Optisolar and PG&E PCG after hours. This is a long term game changer if the utilities themselves decide to go solar as opposed to individual and corporations. Sadly our Congress still sits on their hands on the renewable...

  Tags: PG&E Corp., Energy, Utility, Applied Materials Inc., Cypress Semiconductor Corp., First Solar Inc., Goldman Sachs & Co., SunPower Corp.

• Incorporated: 1967
• CEO: Mr. Michael R. Splinter
• Employees: 14,824