Applied Materials

AMAT-Q

Analysis and Opinions about AMAT-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 4, 2003
Has been a favourite short, but have to wait for the market to roll over. Very expensive.
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Has been a favourite short, but have to wait for the market to roll over. Very expensive.
DON'T BUY
DON'T BUY
June 23, 2003
Expect peak earnings would be about $1.50. Doesn't see a lot of upside. Value could be about $15.
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Expect peak earnings would be about $1.50. Doesn't see a lot of upside. Value could be about $15.
BUY WEAKNESS
BUY WEAKNESS
June 20, 2003
Have 40/50% market share in everything they do. Needs the economics to grow for a couple of years. Would buy at $19.
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Have 40/50% market share in everything they do. Needs the economics to grow for a couple of years. Would buy at $19.
TOP PICK
TOP PICK
January 7, 2003
Top Short 70 X earnings. A lot of excess capacity.
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Top Short 70 X earnings. A lot of excess capacity.
DON'T BUY
DON'T BUY
December 17, 2002
Competition from Intel is strong. Volatile. Prefers Intel.
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Applied Materials (AMAT-Q)
December 17, 2002
Competition from Intel is strong. Volatile. Prefers Intel.
DON'T BUY
DON'T BUY
August 3, 2002
Ranks in the midle of their database. Earnings are nebative.
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Ranks in the midle of their database. Earnings are nebative.
DON'T BUY
DON'T BUY
April 9, 2002
(Was a top pick on Feb 22 down %) Took profits on it. Expect it to stay soft for awhile. Would but at $40.
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(Was a top pick on Feb 22 down %) Took profits on it. Expect it to stay soft for awhile. Would but at $40.
BUY
BUY
February 22, 2002
A past pick and he still likes. Could drop a bit.
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Applied Materials (AMAT-Q)
February 22, 2002
A past pick and he still likes. Could drop a bit.
PAST TOP PICK
PAST TOP PICK
December 20, 2001
(Was a top pick on Nov 24 up 2.5%) Still a TOP PICK. Long term hold. Buy in low to mid $30's.
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Applied Materials (AMAT-Q)
December 20, 2001
(Was a top pick on Nov 24 up 2.5%) Still a TOP PICK. Long term hold. Buy in low to mid $30's.
TOP PICK
TOP PICK
November 23, 2001
Market leader in capital equipment of semi conductors. Has cash. Good diversification. Buy on dips.
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Applied Materials (AMAT-Q)
November 23, 2001
Market leader in capital equipment of semi conductors. Has cash. Good diversification. Buy on dips.
BUY
BUY
April 4, 2001
Likes. Very strong on the semiconductor side.
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Likes. Very strong on the semiconductor side.
WAIT
WAIT
March 23, 2001
Gorilla in their sector. The sector has good growth/prospects/cash flow. Cyclical. Expects it could drop some more.
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Gorilla in their sector. The sector has good growth/prospects/cash flow. Cyclical. Expects it could drop some more.
Showing 76 to 87 of 87 entries