AMAT : Analysis & Opinions

  1. Semiconductors Remain Key for IoT - Industry Outlook

    September 17, 2014
    Semiconductors Remain Key for IoT - Industry Outlook
  2. This Bargain-Priced Tech Star Might Have The Key To Alternative ...

    September 1, 2014
    There is likely nothing that has done more to shape the modern world than energy – both for good and evil. It created ...
  3. This Tech Star Might Have The Key To Alternative Energy

    September 1, 2014
    There is likely nothing that has done more to shape the modern world than energy – both for good and evil. It created ...
  4. Semi Plays for the Internet of Things - Industry Outlook

    May 19, 2014
    Semi Plays for the Internet of Things - Industry Outlook
  5. Short Sellers Pile On Applied Materials and STMicroelectronics ...

    October 26, 2013
    Among the leading semiconductor stocks, Applied Materials (NASDAQ: STM) saw the most significant rises in short interest ...
  6. Solar energy is growing again and it could be time to invest.

    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 ...
  7. Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook

    September 26, 2013
    Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook
  8. Applied Materials Still Waiting For Orders To Materialize

    August 19, 2013
    Applied Materials seems to be well-positioned for the next big cycle in equipment demand, but the timing is still highly ...
  9. Short Sellers Jump on ARM Holdings, Broadcom (AMAT, ARMH, BRCM)

    June 26, 2013
    Among the semiconductor stocks, Applied Materials (NASDAQ: BRCM) saw the most significant rise in short interest between ...
  10. 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.
  11. Should Investors Hang Around For More From Applied Materials?

    May 17, 2013
    Applied Materials is showing progress, but has the 50% recovery already anticipated these improvements?
  12. Growing Niches Should Propel Ultratech Higher

    September 19, 2012
    Ultratech has solid technology for emerging applications with above-average growth potential.
  13. 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.
  14. Still Little Good News From Applied Materials

    August 18, 2012
    Applied Materials continues to struggle.
  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. Is Moore's Law Fueling Intel's Investment In ASML?

    July 11, 2012
    ASML attracts a major committment from Intel to drive next-gen product development. The stock is not only at a 52-week high, ...
  17. Volatility Is The Price Of Opportunity At FSI International

    June 25, 2012
    FSI is stumbling, but the potential is still worthwhile.
  18. The Applied Materials Rorschach Test

    May 22, 2012
    Applied Materials may be cheap, but nobody cares in the absense of believable growth.
  19. 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.
  20. Attractive Tech Dividend Stocks

    April 30, 2012
    Diversify your portfolio and strike a good balance between income and growth with tech dividends
  21. 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 ...
  22. There's Still Time To Buy FSI International

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

    March 20, 2012
    Taiwan Semiconductor will likely track the chip sector for better or worse.
  24. Applied Materials A Long-Term Play In A Short-Term Market

    February 21, 2012
    Applied is looking up, but the Street isn't buying.
  25. 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. ...
  26. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  27. 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 ...
  28. Applied Materials Gets Two For One With Varian

    May 5, 2011
    Applied Materials is getting two interesting businesses with one deal.
  29. Demand Versus Doubt With ASML

    April 14, 2011
    ASML's business looks strong, but chip bears are out in force these days.
  30. 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.
  31. Hot Stocks To Start 2011

    March 2, 2011
    We'll look at the hottest sectors so far this year.
  32. 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 ...
  33. Semiconductors Conduct A Comeback

    May 15, 2009
    Bottom may be at hand for semiconductor and semiconductor capital equipment companies.
  34. Lam Research Has Memory Problems (LRCX)

    July 13, 2007
    The memory sector is wavering. Lam Research could falter right along with it, despite strong the fundamentals.
  35. Semiconductors Show Strength but Watch the Valuations

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