Take a look at Motorola, National Semiconductor, TSMC, Applied Materials, Williams Communications and others in chips and telecom.
So he says you should short Applied Materials, the big supplier of chipmaking equipment.
In Friday trading, Applied Materials, Inc. shares are currently down about 0.9% on the day.
Applied Materials began with a sales agreement with Kanematsu Corporation, which eventually they acquired.
Applied Materials this afternoon posted better-than-expected results for its fiscal second quarter ended April 29.
Applied Materials, the semiconductor manufacturer, added 300 new layoffs to the 2, 000 it had previously announced.
Both Intel and Applied Materials, for instance, are among American corporations planning major research facilities in China.
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Everyone from Intel to National Semiconductor to Applied Materials has announced weaker earnings, soft sales and layoffs.
They are, in order, Applied Materials, KLA-Tencor, Intel, Analog Devices and Xilinx.
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Most analysts think investors should stand pat on Applied Materials, with eight of 16 analysts rating it hold.
The walking wounded in technology include LSI, Advanced Micro Devices, 3Com, Motorola, Ascend, Applied Materials, Seagate and Newbridge.
Applied Materials is the largest supplier of semiconductor fabricating equipment in the world.
Meanwhile, on Wednesday Applied Materials announced its board of directors approved a quarterly cash dividend of 7 cents per share.
The majority of analysts think investors should stand pat on Applied Materials, with 10 of 17 analysts rating it hold.
The news follows some ominous comments on the near-term outlook from several players in the semiconductor equipment business, including Applied Materials.
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Applied Materials (NASDAQ:AMAT) was highlighted in a prior column, and continues to be a quality Fallen Angel whose price is depressed.
Other major components of the Fund include Texas Instruments Inc ( TXN), Taiwan Semiconductor ( TSM) and Applied Materials ( AMAT).
Early in 1998 current hotshots Applied Materials, Intel, Oracle, Qualcomm, Sun Microsystems and Texas Instruments sold at 20 times earnings or less.
Dedio: The companies that buy their equipment are the big semiconductor capital equipment companies like Applied Materials and Novellus Systems.
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Gronet, a former executive at Applied Materials, started working on solar energy as a graduate student at Stanford University in the early 1980s.
Semiconductor equipment stocks like Applied Materials have boomed while The Streets semiconductor analysts worry over whether personal computer sales are about to peak.
Giant Applied Materials, which announced a 15% cutback in its work force, decided it didn't want 400, 000 square feet built for it in Sunnyvale.
Applied Materials posted slightly better-than-expected results for its fiscal fourth quarter ended October 30, but provided disappointing guidance for the fiscal first quarter.
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Applied Materials shares are trading slightly higher after hours Thursday following the semiconductor financial report for the fiscal first quarter ended October 28.
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Applied Materials trades at a 15% discount to the value of its current EVA, KLA-Tencor at a 29% discount, and Intel at a 10% discount.
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The worst in the group by that measure is Applied Materials, and its EVA margin of 7.1% is at the 84th percentile among all stocks.
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Applied Materials shares are losing ground in early trading after J.
With global semiconductor sales logging their first annual drop since 2001, Applied Materials said Monday it would post a quarterly loss because of reduced demand.
Applied Materials is a trusted one-stop shop for major chip producers.
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