Applied Materials (Nasdaq:AMAT)
is an interesting company (and stock) today. With 3D chips on the way,
it looks like the semiconductor equipment industry is looking at both a
large increase in orders and a change in the sort of equipment that chip
companies will need to stay on the leading edge. With strong share in
equipment categories that should be essential to FinFETs, Applied
Materials should be looking some strong years. But as this quarter
highlights pretty clearly, there are a lot of unknowns about timing and
investors are still a little hesitant about bidding up these shares
ahead of the next cycle.
Please continue here:
http://www.investopedia.com/stock-analysis/081913/applied-materials-still-waiting-orders-materialize-amat-klac-lrcx-utek.aspx
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