Applied Materials, Inc. (AMAT)
The Company develops, manufactures, markets and services fabrication equipment for the worldwide semiconductor and semiconductor-related industries.
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THIS HAS BEEN ONE OF MY SHORTER TERM STOCKS BUYING ON THE LOWS AND SELLING ON THE HIGHS.
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I like it. ;)
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just moving into raging solar industrry, while maintaining mamouth footprint in semi's
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i think applied materials is a relatively cheap stock, little debt leveraging, and good returns on investments. i think the soon-to-be-booming solar market is going to help applied, coupled with their semiconductor technologies, this stock will last i think.
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Operating in a sector that will perform very well in the next couple of years. And have just announced a dividend.
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These are just piggyback picks to monitor after reading Jim Jubak's column over at MSN on 9/9.
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Reasonable solar play that actually makes money today and priced at low P/E.
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Looks to compete w. First Solar.....maybe they can
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This is a screaming buy at these levels. Look for this stock to triple at the very least in the next 5 years. It could do as much as a 5 fold increase in that time or higher.
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Wish I could pick Year to 2 years in time frame. Big deal with non-US based company for supplying solar tech for Europe and China
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Semiconductors...
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This company has done well long term. In Jan 2008 market, tech stocks down, this puppy knocked down but bucking trend.
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Will benefit from strengthening in semiconductor market and diverification strategy.
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Recovery will be lead by key tech companies.
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Chips expected to slump in Q1 07 but will grow from there. Also diversifying into solar & flat panel TV tech.
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Aside for any solar business this company seems well positioned in the semi-conductor industry. With recent deals indicating substantial production of solar equipment, AMAT should bring in considerably more cash. BofA analysts have recently argued the companies estimates are way to conservative.
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Solar play, in a way. This is a huge growth sector, and they are near the front of the pack to enjoy the growth through supplying manufacturing equipments.
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1- Strong in solar. Benefits will be start next quarter.
2- Low expectation, meaning profit will be a huge surprise.
3- P/E ratio =17.18 will be around 15 in II quarter 09.
4- Above 18.67 = Strong buy!!
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Entry into reapplying expertise to continuous process (vs. batch in semis) to make solar panels should be a long term gold mine.
The winners of the solar boom should be equipment makers (i.e. AMAT) and panel grade poly-silicone producers (there are only 3 globally, e.g. Wacker Chemie/Germany, and Renewable Energy Copr. /Norway - both unfortunately not on CAPS).
Where the profit is one can see nicely from the business unit breakout at REC - the only vertically integrated player. Its Si over panels over assembly (growing number of competing players - currently around 70+, who, however, get most of the press right now. They currently cannot source enough of the right Si, while Wacker and the likes are building new production lines (quadrupling their output over the next 2 years or so, which will however still not be enough, especially in the light of coming legislation changes and a continuously short supply of oil.
And then, again, equipment should be a winner, I am convinced.

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