Homepage
PR Newswire
13-02-2014, 10:47 PM
Applied Materials' CEO Discusses F1Q 2014 Results - Earnings Call Transcript
http://seekingalpha.com/article/2016881-...art=single
Some observations which I find interesting – could be positive for UMS-
1) In first quarter, AMAT generated record orders in Taiwan. In addition, AMAT recorded its highest ever quarterly net sales in FE, second highest shipments of medium implant tools and its highest quarterly PVD orders in a decade. ( Comment: Highest quarterly PVD orders could mean highest orders for Endura )
2) AMAT is seeing BROADENING of CapEx spending in 2014 – seeing incremental buying from other (non-top-three) customers.
3) It looks like major technology trends that are playing to AMAT’s strengths in precision materials engineering, with FinFET and 3D-NAND, AMAT expects to see more EPI, more PVD, and many new materials ( Comment : more PVD could mean more demand for Endura )
(Vested)
http://seekingalpha.com/article/2016881-...art=single
Some observations which I find interesting – could be positive for UMS-
1) In first quarter, AMAT generated record orders in Taiwan. In addition, AMAT recorded its highest ever quarterly net sales in FE, second highest shipments of medium implant tools and its highest quarterly PVD orders in a decade. ( Comment: Highest quarterly PVD orders could mean highest orders for Endura )
2) AMAT is seeing BROADENING of CapEx spending in 2014 – seeing incremental buying from other (non-top-three) customers.
3) It looks like major technology trends that are playing to AMAT’s strengths in precision materials engineering, with FinFET and 3D-NAND, AMAT expects to see more EPI, more PVD, and many new materials ( Comment : more PVD could mean more demand for Endura )
(Vested)
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.