AMAT : Analysis & Opinions

  1. It's Finally Time To Bet On Solar

    September 30, 2013
    After experiencing some of the worst years in its history, the solar energy sector could be having one of its best. New installed ...
  2. Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook

    September 26, 2013
    Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook
  3. Lattice, Future Electronics Ink Deal - Analyst Blog

    July 11, 2013
    Lattice Semiconductor Corporation recently signed a global distribution agreement with Future Electronics, a leading distributor ...
  4. KLA-Tencor Hikes Dividend - Analyst Blog

    July 11, 2013
    KLA-Tencor Corporation, the leading manufacturer of process control equipment, has announced its decision to hike quarterly ...
  5. Ultratech Knocked Back, Not Knocked Out

    May 23, 2013
    Expectations for market growth are aggressive, but Ultratech could be a major winner over the next three to five years.
  6. Wednesday's ETF Chart To Watch: MSCI Germany Index Fund (EWG)

    February 6, 2013
    Stocks slid into red territory yesterday as a dismal start to earnings season welcomed back the bears on Wall Street. Alcoa’s ...
  7. LRCX's 2Q EPS In Line, Revs Up Y/Y - Analyst Blog

    January 25, 2013
    Lam Research Corporation (LRCX) reported second quarter fiscal 2013 non-GAAP earnings of 45 cents per share, meeting the ...
  8. Semiconductor Stock Outlook - Jan 2013 - Zacks Analyst Interviews

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  9. Semiconductor Stock Outlook - Jan 2013 - Industry Outlook

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  10. Diversification Pays For AEIS

    November 1, 2012
    AEIS is navigating the slowdown better than most.
  11. Growing Niches Should Propel Ultratech Higher

    September 19, 2012
    Ultratech has solid technology for emerging applications with above-average growth potential.
  12. Advanced Energy Industries Looking For Recoveries In Semis And ...

    September 19, 2012
    AEIS has been strong recently, but could go further with sustained recoveries in semis and solar.
  13. Semiconductor Stock Outlook - Sept. 2012 - Zacks Analyst Interviews

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  14. Semiconductor Stock Outlook - Sept. 2012 - Industry Outlook

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  15. A Melancholy Farewell To FSI International

    August 13, 2012
    Tokyo Electron will look to use FSII's technology to expand its efforts in surface conditioning.
  16. Stock Market News for July 20, 2012 - Market News

    July 20, 2012
    Corporate earnings were once again the catalyst for renewed investor confidence and eventually led the benchmarks to their ...
  17. Stock Market News for July 19, 2012 - Market News

    July 19, 2012
    Strong quarterly results from tech-major Intel coupled with encouraging housing sector data drove the benchmarks into positive ...
  18. Stock Market News for July 13, 2012 - Market News

    July 13, 2012
    Positive initial claims data could hardly help the markets avoid its sixth-consecutive day of losses, as worries over the ...
  19. Stock Market News for July 11, 2012 - Market News

    July 11, 2012
    Benchmarks posted their fourth straight loss yesterday after some companies lowered their profit guidance. The downward revision ...
  20. Volatility Is The Price Of Opportunity At FSI International

    June 25, 2012
    FSI is stumbling, but the potential is still worthwhile.
  21. CVD - The Semiconductor Equipment Company That Isn't

    May 12, 2012
    CVD Equipment is trying to bring a proven technology to a much wider audience.
  22. KLAC Looking To Click With The Current Chip Cycle

    April 9, 2012
    KLAC is a clear leader in an essential category, but chip equipment demand may be peaking already.
  23. Cymer Still A Leading Light

    March 30, 2012
    Normally large market share would sound like a golden ticket for shareholder returns. It's not so simple when it involves ...
  24. There's Still Time To Buy FSI International

    March 22, 2012
    FSI is tiny, but the growth is big.
  25. Investors Can Do Better Than Taiwan Semiconductor

    March 20, 2012
    Taiwan Semiconductor will likely track the chip sector for better or worse.
  26. Intel – Pay Today To Grow Tomorrow

    January 23, 2012
    Intel's valuation isn't quite low enough to be a great buy.
  27. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  28. Big Dividends In The Semiconductors

    October 21, 2011
    Many of the semiconductor firms offer strong dividend payments and can provide a great income opportunity at current levels.
  29. ASML Sounding The Bottom?

    October 17, 2011
    ASML thinks business may be bottoming in chip equipment.
  30. GT Solar Shines Brightly

    July 12, 2011
    I'm a GARP guy. GT Solar's EV is less than 10 times EBITDA. Even though its stock's up 170% in the past 52 weeks, I'll look ...
  31. Fight The Tide On Novellus?

    July 12, 2011
    Novellus is in a trough, but signs are indicating that it will emerge eventually.
  32. Use Chips To Play The Technology Sector

    May 10, 2011
    By adding the semiconductor producers, investors have a chance to play the backbone of technology.
  33. Demand Versus Doubt With ASML

    April 14, 2011
    ASML's business looks strong, but chip bears are out in force these days.
  34. Top Tech Dividend Stocks To Own

    March 31, 2011
    There are only a few tech stocks that fit a dividend growth model. Check them out here.
  35. 8 Tech Stocks With Big Dividends

    March 11, 2011
    There are only a few tech stocks that fit a dividend growth model. Check them out here.
  36. Hot Stocks To Start 2011

    March 2, 2011
    We'll look at the hottest sectors so far this year.
  37. Stocks With Good Growth, But Poor Outcomes

    December 22, 2010
    Good growth is a major facet of a successful stock, but not a guarantee.
  38. KLIC Goes Clunk

    October 12, 2010
    KLIC is seeing a mid-cycle slowdown, but that's par for the course with this company.
  39. Happy Days For The Semi-Equipment Space

    July 16, 2010
    Earnings confirm a recovery is underway in the equipment space, but is there still time for investors to take part?
  40. Micron Enjoying A Break In The Clouds

    June 30, 2010
    Micron is enjoying a rising tide in a cyclical market.
  41. Riding The Semiconductor Wave

    April 22, 2010
    Blow-out earnings results from some semiconductor companies signal the next wave for the tech sector. Play it with the semi ...
  42. Short Sellers Make Wrong Bets So Far

    July 29, 2009
    Short sellers increase bearish bets on several companies reporting earnings, but have so far been wrong.
  43. Semiconductors Conduct A Comeback

    May 15, 2009
    Bottom may be at hand for semiconductor and semiconductor capital equipment companies.
  44. When The Chips Are Down: Semiconductor Stock's Future

    March 31, 2009
    LSI Logic has been particularly hit hard by the semiconductor downturn as well as the brutal economy.
  45. Tech's Bad News Bears

    November 14, 2008
    Applied Materials, Intel and National Semiconductor all cut guidance this week. Investors should start questioning other ...
  46. Hoku Inks 'Call Option' On Solar Power (HOKU)

    June 20, 2007
    Hoku Scientific signed a $678-million deal with Suntech Power, but this contract is basically a leveraged long-term call ...
  47. Flextronics Manufactures Growth

    May 3, 2006
    Even though FLEX shares are touching new highs, the stock may still have plenty of room for growth.
  48. Semiconductors Show Strength but Watch the Valuations

    January 31, 2006
    Taking a peek inside the semiconductor industry.
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