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Blogs about AMAT

Blogs	Description	Date Updated
BusinessWeek looks at solar stocks	Filed under: Forecasts, Consumer experience, Competitive strategy, Applied Materials (AMAT), Economic data, OilWith the high fuel prices over the past year, solar stocks have been making some nice gains. But there are some signs that they may not be as safe as they appear. Investors' interest in solar companies increased due to soaring crude futures, but there are some factors to take into account before investing money into solar. The current BusinessWeek looks at stocks such as First Solar (N...	June 24, 2008
ASM Intl Rejects AMAT/Francisco Bid For Front-End Ops	ASM International (ASMI) today rejected a joint bid from Applied Materials (AMAT) and Francisco Partners for the company’s front-end semiconductor tool business as too low. The company asserted that the offer “significantly undervalues” the businesses involved and “fails to reflect its future prospects.” This is the second time ASM has rejected AMAT’s bid. The first time, AMAT offered $400 million to $500 million for ASM’s Atomic Layer Deposition and Pla...	June 20, 2008
CNBC Bonus Bucks Trivia: In “Surging Crude Means Picking Shrewd” why did Christopher Zook praise Applied Materials?	In “Surging Crude Means Picking Shrewd” why did Christopher Zook praise Applied Materials? “The best idea right now would be Applied Materials (AMAT - Annual Report),” he said. “We believe there’s a tremendous growth opportunity there in the solar business, as well as the economy begins to recover in 2009 and 2010, they’re going to get strength in their core businesses as well.” Eventually the semiconductor firms will start ordering again. Meanwh...	June 12, 2008
At The Churchill Club: The Outlook for Chip Stocks	What’s the outlook for chip stocks? That’s the question at issue tonight at the 12th annual Churchill Club Semiconductor Forecast dinner at the Hyatt in Santa Clara. The lineup is a good one: Bill Tai, general partner of Charles River Ventures, is the moderator. Christopher Danely, analyst at J.P. Morgan. Dan Niles, CEO at Neuberger Berman Technology Management. Mark Lipacis, analyst, Morgan Stanley. Sangeeth Peruri, managing director and portfolio manager, J.&W. Seligman. Sta...	June 04, 2008
Merrill Downgrades SunPower, Evergreen on German Subsidy Fears; Keeps First Solar at Buy	Shares of solar power technology firms are tanking following a note from Merrill Lynch analyst Mark Heller cutting his rating on SunPower (SPWR) and Evergreen Solar (ESLR) from “Neutral” to “Sell” because Germany’s government may cut subsidies for solar by as much as 25%. Subsidies are currently necessary to goose investment in solar power in many countries. According to the Bloomberg account of things, Heller thinks analysts’ expectation of a 16% cut is too l...	May 29, 2008
Kaufman Sees Evergreen, Sunpower as Solar Stars, First Solar Facing Increased Competition	A broad initiation of coverage today by analyst Theodore O’Neill at Kaufman Brothers sifts the relative advantages of several companies tied to producing alternative energy technology. In brief, O’Neill likes the prospects for the shares of Akeena Solar (AKNS), American Superconductor (AMSC), Beacon Power (BCON), Cree (CREE), Evergreen Solar (ESLR), SunPower (SPWR), MEMC Electronic Materials (WFR), with “Buy” ratings on each, and is less enthused about Applied Materials (...	May 28, 2008
Jim Cramer’s Lightning Round	Bullish First Solar (FSLR), Applied Materials (AMAT), Nordic American Tanker Shipping (NAT), Frontline (FRO), Procter & Gamble (PG), Caterpillar (CAT) and Petroleo Brasileiro (PBR). Bearish Capital Trust (CT), LDK Solar (LDK), Diana Shipping (DSX), Navios Maritime (NM) and Capstone Turbine (CPST). Join the fastest growing community of small cap investors at Stockhideout.com...	May 27, 2008
Applied Materials Perhaps Not So Bad For First Solar, SunPower	Is serious competition coming to solar panel darlings First Solar (FSLR) and SunPower (SPWR)? The two’s shares traded down today after a note from Friedman, Billings, Ramsey analyst Mehdi Hosseini stated that a customer of equipment maker Applied Materials (AMAT) was able to build a panel factory in three months’ time using Applied’s tools, according to the Associated Press, signalling that Applied could boost supply in the market, which could conceivably spell sharper competi...	May 27, 2008
Bits From the JP Morgan Tech Show: Applied Sees NAND Flash Recovery, Nvidia Aims For Supercomputer PCs, and Qimonda Mulls Deals	A few tidbits left out of today’s coverage of the JP Morgan technology conference in Boston: Applied Materials (AMAT) chief financial officer George Davis spoke this afternoon about the bottoming of the semiconductor equipment market. In sum, the bottom has arrived — he insists — and the first group of chip customers to recover will be NAND flash makers, such as, I would assume, SanDisk (SNDK). DRAM makers will have “a long window of recovery,” and “will tak...	May 20, 2008
Earnings highlights: Deere, Freddie Mac, Applied Materials, Barclay's and others	Filed under: Earnings reports, Home Depot (HD), Penney (J.C.) (JCP), Applied Materials (AMAT), Amer Intl Group (AIG), Lowe's Cos (LOW), Kohl's Corp (KSS), Toll Brothers (TOL), Deere and Co (DE), Barclays plc ADS (BCS), MBIA Inc (MBI)Here are some highlights from this past week's earnings coverage from BloggingStocks: Applied Materials Inc. (NASDAQ: AMAT) Q2 profits declined on a glut of flash memory chips. Bally Technologies Inc. (NYSE: BYI) beat Q3 expectations and offered full-ye...	May 17, 2008

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