Applied Materials, Inc. (NASDAQ:AMAT)

fizzed101 (< 20) Submitted: 9/24/2011 12:30:48 AM : Start Price: $10.30 AMAT Score: -14.24

AMAT will outperform because Intel will outperform. When Intel says they are going to build a new fab, $3 billion will be spent and $2.5 billion of that goes to Applied Materials equipment. Lam, Novellus, and others will feel a similar but smaller surge. It doesn't mattermwhose chip wins - Intel, AMD, ARM - they will ALL be built on Applied's platform.