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Forbes: Applied Materials Going Solar (Seite 23)

eröffnet am 30.08.06 18:04:07 von
neuester Beitrag 01.07.19 12:13:16 von

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01.09.06 09:27:22
Hier mal für euch der aktuelle Newsletter von Siegel von heute nacht:

Dear reader:

Last Monday, I told you about an emerging opportunity in the fast-growing solar energy industry.

In fact, I recommended this same stock a month and a half ago on July 13th. The stock is already paying dividends. Take a look at the charts:

Since Monday...


<http://www.wealthdaily.net/products/gcs/solargraph1_083106.g…


Since July 13...


<http://www.wealthdaily.net/products/gcs/solargraph2_083106.g…


The stock is up 10% since my initial recommendation on July 13. But that's just a drop in the bucket to what my readers are going to enjoy. You see, I consider this stock to be the #1 energy play of the 21st Century. And I think this stock is headed to $96 a share in the next 3 to five years, representing a gain of 465%

But here's why I'm really writing to you today.

The rally to $96 starts next Tuesday, September 5, when the company holds a webcast. On this webcast, the company is going to reveal to stock analysts, current shareholders and prospective investors how they plan to transform and revolutionize the booming solar energy industry using its nanotech-manufactured thin-film solar.

As you can see by the stock chart, investors are already anticipating a "company making" announcement.

In fact, this past Monday, Forbes said the company's new "power technology could potentially be a major boon for its growth."

Growth, indeed.

Check out these numbers...

Solar energy is expected to grow from $12 billion last year to over $19 billion this year, $39 billion in 2008 and $72 billion in 2010.

The lion's share of that growth will come from solar companies with new technologies. And thin film solar is at the top of the heap.

Why?

Thin films use little to no silicon-an advantage since the high-grade silicon needed for PV is scarce. Even without today's shortage, silicon has been the costliest part of a traditional solar cell. And light, flexible thin films could tap into lucrative new applications like consumer electronics and clothing.

Again, this is my #1 energy investment for this century. Please take a moment to read the free report I've prepared: [click here <http://wealthdailymail.com/cntdir.asp?num=949>" target="_blank" rel="nofollow ugc noopener">http://wealthdailymail.com/cntdir.asp?num=949> ]

Sincerely,

Jeff Siegel
Editor, Green Chip Stocks

http://wealthdailymail.com/cntdir.asp?num=949



________________________________

www.greenchipstocks.com
________________________________
Avatar
31.08.06 22:37:42
bin schon seit 3 Wochen drin und rechne mit Durchbruch der $ 17,00 mit einem Ausbruch! Hier noch heutige schöne Infos:

APPLIED MATERIALS INC /DE


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31-Aug-2006

Quarterly Report



Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Certain information contained in this Quarterly Report on Form 10-Q is forward-looking in nature. All statements in this Quarterly Report on Form 10-Q, including those made by management of Applied Materials, Inc. and its subsidiaries (Applied or the Company), other than statements of historical fact, are forward-looking statements. Examples of forward-looking statements include statements regarding Applied's future financial results, operating results, business strategies, cash generation, cash deployment strategies, projected costs, products, competitive positions, management's plans and objectives for future operations, acquisitions and joint ventures, growth opportunities, and legal proceedings, as well as industry trends. These forward-looking statements are based on management's estimates, projections and assumptions as of the date hereof and include the assumptions that underlie such statements. Forward-looking statements may contain words such as "may," "will," "should," "could," "would," "expect," "plan," "anticipate," "believe," "estimate," "predict," "potential," and "continue," the negative of these terms, or other comparable terminology. Any expectations based on these forward-looking statements are subject to risks and uncertainties and other important factors, including those discussed below and in Part II, Item 1A, Risk Factors. Other risks and uncertainties are disclosed in Applied's prior Securities and Exchange Commission (SEC) filings, including its Annual Report on Form 10-K for the fiscal year ended October 30, 2005. These and many other factors could affect Applied's future financial operating results and could cause actual results to differ materially from expectations based on forward-looking statements made in this report or elsewhere by Applied or on its behalf. Applied undertakes no obligation to revise or update any forward-looking statements.

Overview

Applied develops, manufactures, markets and services integrated circuit fabrication equipment, providing nanomanufacturing technologytm solutions for the global semiconductor and semiconductor-related industry. Product development and manufacturing activities occur primarily in North America, Europe and Israel. Applied's broad range of equipment, service and related products are highly technical and, as a result, are sold through a direct sales force. Customer demand for spare parts and services is fulfilled through a global spare parts distribution system and by trained service engineers located in close proximity to customer sites around the world.

As a supplier to the global semiconductor and semiconductor-related industry, Applied's results are driven primarily by worldwide demand for integrated circuits, which in turn depends on end-user demand for electronic products. The global semiconductor and semiconductor-related industry is volatile, and consequently Applied's operating results have reflected this volatility.

The following table presents certain significant measurements for the three and nine months ended July 31, 2005 and July 30, 2006:


Nine Months
Three Months Ended Ended
July 31, July 30, July 31, July 30,
2005 2006 % Change 2005 2006 % Change
(In millions, except per share amounts and percentages) (In millions, except per share amounts and percentages)

New orders $ 1,468 $ 2,670 82 % $ 4,696 $ 7,199 53 %
Net sales $ 1,632 $ 2,543 56 % $ 5,274 $ 6,649 26 %
Gross margin $ 717 $ 1,223 71 % $ 2,326 $ 3,106 34 %
Gross margin percent 43.9 % 48.1 % 10 % 44.1 % 46.7 % 6 %
Net income $ 370 $ 512 39 % $ 963 $ 1,068 11 %
Earnings per diluted share $ 0.23 $ 0.33 46 % $ 0.58 $ 0.67 16 %




Operating results for fiscal 2005 reflected decreased global customer fab utilization and reduced or delayed capacity additions as a result of excess inventories and slowing demand for integrated circuits. During this period, Applied focused on lowering costs, improving efficiencies, reducing cycle time, and bringing new products to market. Applied also generated strong cash flow and returned value to stockholders by repurchasing stock and paying cash dividends. During the fourth quarter of fiscal 2005, customer demand began to increase.



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Customer demand further improved in the first nine months of fiscal 2006, resulting in higher orders and revenues. During this period, Applied's customers increased both high-volume production and leading-edge 65 nanometer (nm) and 45nm chip development. Results for this period also reflected Applied's continued focus on cost controls. Operating performance was offset during the nine months in part by restructuring and asset impairment charges associated with the real estate and facilities disinvestment that commenced during the first fiscal quarter, by equity-based compensation expenses and by an in-process research and development expense (see Notes 1, 8 and 12 of the Notes to Consolidated Condensed Financial Statements).

During the third quarter of fiscal 2006, Applied completed certain transactions in support of the Company's long-term growth strategy. Management believes that these transactions will enhance Applied's ability to extend its nanomanufacturing capabilities into adjacent and new markets, including: color filters for flat panel displays, solar energy, flexible electronics, energy-efficient glass and track solutions for semiconductor manufacturing. These transactions included the acquisition of Applied Films Corporation (Applied Films), and the formation of a joint venture with Dainippon Screen Mfg. Co., Ltd. (Screen) (see Note 12 of the Notes to Consolidated Condensed Financial Statements). The results of operations of these companies subsequent to the acquisition dates were not material for the third quarter of fiscal 2006. During the fourth quarter of fiscal 2006, Applied purchased certain parts cleaning and recycling assets in Singapore from UMS Solutions Pte. Ltd. (UMS Solutions) a wholly-owned subsidiary of Norelco UMS Holdings Limited (see Note 15 of the Notes to Consolidated Condensed Financial Statements).

Applied's long-term opportunities depend in part on the successful execution of its growth strategy, including increasing market share in existing markets, expanding into related markets, and cultivating new markets and business models. These opportunities are also subject to: (1) global economic conditions;
(2) advanced technology and/or capacity requirements of integrated circuit manufacturers and their capital investment trends; (3) the profitability of integrated circuit manufacturers; (4) supply and demand for integrated circuits;
(5) realization of the anticipated benefits of business combinations;
(6) continued investment in research, development and engineering (RD&E); and
(7) the relative competitiveness of Applied's equipment and service products. For these and other reasons set forth in Part II, Item 1A, Risk Factors, which are incorporated by this reference, Applied's prior consolidated results of operations are not necessarily indicative of future operating results.

Results of Operations

Applied received new orders of $2.7 billion for the third quarter of fiscal 2006, compared to $2.5 billion for the second quarter of fiscal 2006 and $1.5 billion for the third quarter of fiscal 2005. New orders for the third quarter of fiscal 2006 increased by 7 percent from the preceding quarter and increased by 82 percent from the third quarter of fiscal 2005. The increase in new orders from the previous quarter was broad-based for virtually all products, and was primarily attributable to increased customer demand from memory manufacturers and foundries. Orders increased in Japan, Taiwan, Southeast Asia and China, North America and Europe, and decreased in Korea.

New orders by region for the past two consecutive quarters were as follows:


Three Months Ended
April 30, July 30,
2006 2006
($) (%) ($) (%)
(In millions, except percentages)

Taiwan 479 19 566 21
Japan 434 17 534 20
North America(*) 444 18 475 18
Korea 542 22 435 16
Southeast Asia and China 350 14 418 16
Europe 239 10 242 9

Total 2,488 100 2,670 100




(*) Primarily the United States.



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Applied's backlog for the most recent three fiscal quarters was as follows:
$3.3 billion at July 30, 2006, $2.9 billion at April 30, 2006 and $2.7 billion at January 29, 2006. Backlog has been adjusted to reflect the acquisition of Applied Films. Backlog consists only of orders for which written authorizations have been accepted, shipment dates within 12 months have been assigned and revenue has not been recognized. Due to the potential for customer changes in delivery schedules or cancellation of orders, Applied's backlog at any particular time is not necessarily indicative of actual sales for any future periods.

Demand for integrated circuit manufacturing equipment has historically been volatile as a result of sudden changes in integrated circuit supply and demand and other factors, including rapid technological advances in the integrated circuit fabrication process. As a result of these conditions, there were fluctuations in Applied's net sales throughout fiscal year 2005. During fiscal 2005, net sales increased from $1.8 billion in the first fiscal quarter to $1.9 billion in the second fiscal quarter, decreased to $1.6 billion in the third fiscal quarter, and increased to $1.7 billion in the fourth fiscal quarter. Net sales during the first fiscal quarter of 2006 increased to $1.9 billion and then to $2.2 billion during the second fiscal quarter of 2006, and then to $2.5 billion during the third fiscal quarter of 2006 due to broad-based customer demand resulting from rising fab utilization and investments in advanced technology.

Net sales by region for the three and nine months ended July 31, 2005 and July 30, 2006 were as follows:


Three Months Ended Nine Months Ended
July 31, July 30, July 31, July 30,
2005 2006 2005 2006
($) (%) ($) (%) ($) (%) ($) (%)
(In millions, except percentages)

Taiwan 381 23 688 27 1,199 23 1,515 23
North America(*) 351 22 418 17 1,053 20 1,197 18
Japan 333 20 415 16 1,000 19 1,074 16
Korea 248 15 412 16 867 16 1,307 20
Southeast Asia and China 141 9 382 15 473 9 807 12
Europe 178 11 228 9 682 13 749 11

Total 1,632 100 2,543 100 5,274 100 6,649 100




(*) Primarily the United States.

Gross margin percentage was 48.1 percent for the third quarter of fiscal 2006, compared to 46.5 percent for the second quarter of fiscal 2006 and 43.9 percent for the third quarter of fiscal 2005. Gross margin during the three and nine months ended July 30, 2006 included $9 million and $27 million of equity-based compensation expense, respectively. The increase in the gross margin percentage for the third quarter of fiscal 2006 from that of the previous quarter and from the third quarter of fiscal 2005 was principally attributable to the combination of improved revenue levels, decreased product costs and increased manufacturing volume and absorption, partially offset by increased variable compensation.

Operating expenses include expenses related to RD&E, marketing and selling (M&S), general and administrative (G&A), and restructuring and asset impairments. Expenses related to RD&E, M&S and G&A were $545 million for the third quarter of fiscal 2006, compared to $485 million for the second quarter of fiscal 2006 and $414 million for the third quarter of fiscal 2005. Higher total operating expenses during the three and nine months ended July 30, 2006 as compared to the same periods in 2005, were principally attributable to increased variable compensation, equity-based compensation, and early spending on the Company's business transformation initiative, partially offset by savings resulting from Applied's continued focus on controlling its overall cost structure. Equity-based compensation expenses for the three and nine months ended July 30, 2006 totaled $45 million and $134 million, respectively. During the third quarter of fiscal 2006, Applied launched the planning stage of its multi-year business transformation initiative, which is expected to include the design of new company-wide business processes and the transition to a single-vendor software system to perform various functions, such as order management and manufacturing control.



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During the third quarter of fiscal 2006, Applied recorded an in-process research and development (IPR&D) expense in the amount of $14 million related to the acquisition of Applied Films that was reported as RD&E in the Consolidated Condensed Statement of Operations. Applied's methodology for allocating the purchase price relating to purchase acquisitions to IPR&D was determined through established valuation techniques. The IPR&D was expensed upon acquisition because technological feasibility had not been established and no future alternative uses existed. No IPR&D expense was recorded during the nine months ended July 31, 2005 (see Note 12 of the Notes to Consolidated Condensed Financial Statements).

The results of operations from Applied Films and the Sokudo joint venture were not material for the third quarter of fiscal 2006 and have not been included in the Condensed Consolidated Statement of Operations; these results will be included in Applied's fourth quarter of fiscal 2006.

On January 24, 2006, Applied's Board of Directors approved a plan to disinvest a portion of Applied's real estate and facilities portfolio (the Plan). Under the Plan, during the first quarter of fiscal 2006, properties with an estimated fair value of $56 million were reported as assets held-for-sale and reclassified from property, plant and equipment on the Consolidated Condensed Balance Sheet. Applied recorded a pre-tax asset impairment charge of $124 million during the first quarter of fiscal 2006 to write down the following properties to fair value: facilities in Narita, Japan; Chunan, Korea; Danvers, Massachusetts; and 26 acres of unimproved land in Hillsboro, Oregon. During the first quarter of fiscal 2006, Applied also recorded a pre-tax charge in the amount of $91 million for future lease obligations that were scheduled to continue through fiscal 2014 related to the closure of its Hayward, California facility as part of the Plan. During the third quarter of fiscal 2006, Applied sold the Danvers, Massachusetts facility for net proceeds of $16 million and recognized a gain of $4 million. Applied is actively marketing the remaining properties, and management believes that they will be sold within 12 months of the date that they were classified as held-for-sale.

During the third quarter of fiscal 2006, Applied recognized a net benefit of $3 million, consisting of a $4 million gain on the Danvers sale, partially offset by $1 million in costs associated with the facilities disinvestment under the Plan initiated in the first quarter of fiscal 2006. During the second quarter of fiscal 2006, Applied recognized a net benefit of $2 million, consisting of $4 million in adjustments associated with fiscal 2003 and 2004 restructuring actions, partially offset by $2 million in costs associated with the Plan.

Net interest income was $42 million and $37 million for the three months ended July 30, 2006 and July 31, 2005, respectively, and $121 million and $95 million for the nine months ended July 30, 2006 and July 31, 2005, respectively. Higher net interest income during the nine months ended July 30, 2006 was primarily due to higher average portfolio yields, as well as a decrease in interest expense as a result of the repayment of scheduled debt maturities in September 2005.

The income tax rate for the third quarter of fiscal 2006 was 29.1 percent, compared to 31.3 percent for the second quarter of fiscal 2006 and 22.4 percent for the first quarter of fiscal 2006. The income tax rate for the third quarter of fiscal 2006 included benefits of $34 million due primarily to a favorable resolution of audits of prior years' income tax filings. The first quarter tax rate includes the tax impact of the restructuring and asset impairment charges related to the real estate and facilities disinvestment plan (see Note 8 of Notes to Consolidated Condensed Financial Statements). The income tax rate for the third quarter of fiscal 2005 was a benefit of 8.9 percent, which included benefits of $118 million due to a favorable resolution of audits of prior years' income tax filings and $14 million relating to a change in estimate with respect to export tax benefits. The effective income tax rate is highly dependent on the geographic composition of worldwide earnings, tax regulations for each region, non-tax deductible expenses incurred in connection with acquisitions and the availability of tax credits. Management carefully monitors these factors and timely adjusts the effective income tax rate accordingly.



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Financial Condition, Liquidity and Capital Resources

During the nine months ended July 30, 2006, cash, cash equivalents and
investments decreased by $828 million from $6.0 billion as of October 30, 2005
to $5.2 billion as of July 30, 2006.

Cash, cash-equivalents and investments consisted of the following:


October 30, July 30,
2005 2006
(In millions)

Cash and cash equivalents $ 990 $ 1,308
Short-term investments 2,343 1,524
Long-term investments 2,652 2,325

Total cash, cash-equivalents and investments $ 5,985 $ 5,157




During the second quarter of fiscal 2006, Applied changed its accounting method for certain fixed-income investments, which resulted in the reclassification of these investments from current assets to long-term investments. As a result, prior period balances have been reclassified to conform to the current period's presentation. This accounting method is based on the contractual maturity dates of fixed-income securities as current or long-term, while the prior classification was based on the nature of the securities and the availability for use in current operations. Applied believes this method is preferable as it is more reflective of Applied's assessment of the timing of when such securities are expected to be converted to cash. Accordingly, certain fixed-income investments of $2.6 billion have been reclassified from short-term investments to long-term investments in the October 30, 2005 Consolidated Condensed Balance Sheet to conform to the fiscal 2006 financial statement presentation. In connection with this reclassification, short-term deferred taxes have been reclassified to long-term deferred taxes. There have been no changes in Applied's investment policies or practices associated with this change in accounting method.

In addition, $50 million of long-term equity securities previously reported in other long-term assets have been reclassified to long-term investments in the October 30, 2005 Consolidated Condensed Balance Sheet to conform to the fiscal 2006 financial statement presentation.

Applied continues to classify auction rate securities and variable rate demand notes as current assets, notwithstanding the underlying contractual term of such investments, since the highly liquid nature of these investments enables them to be readily convertible to cash.

Applied generated $1.3 billion of cash from operating activities during the nine months ended July 30, 2006. The primary sources of operating cash flow for the nine months ended July 30, 2006 were (1) net income, adjusted to exclude the effect of non-cash charges including depreciation, amortization, equity-based compensation, asset impairments and restructuring and IPR&D expenses; and
(2) increases in accounts payable, other accrued expenses and income taxes payable, which were partially offset by increases in accounts receivable, inventories, other current assets and other assets and decreases in other liabilities. Applied utilized programs to sell accounts receivable and to discount letters of credit, which amounted to $140 million for the nine months ended July 30, 2006. The sales of these accounts receivable increased cash and reduced accounts receivable and days sales outstanding. Days sales outstanding was 82 days at the end of the third quarter of fiscal 2006, compared to 79 days at the end of the second quarter of fiscal 2006 and 85 days at the end of fiscal 2005, due principally to the volume and timing of shipments. Availability and usage of these accounts receivable sale programs depend on many factors, including the willingness of financial institutions to purchase accounts receivable and the cost of such arrangements. For further details regarding accounts receivable sales, see Note 4 of Notes to Consolidated Condensed Financial Statements.

Applied generated $546 million of cash from investing activities during the nine months ended July 30, 2006. Proceeds from sales and maturities of investments, net of purchases of investments, totaled $1.1 billion. Capital expenditures totaled $120 million and included purchases of lab equipment and network infrastructure, as well as $18 million to acquire three buildings at Applied's headquarters site in Santa Clara, California that Applied had previously leased. During the first three quarters of fiscal 2006, Applied utilized $477 million in cash for acquisitions and an investment in a joint venture. During the third quarter of fiscal 2006, Applied acquired the



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outstanding stock of Applied Films for a purchase price of $328 million, consisting of $310 million in cash, net of cash and marketable securities acquired, and the assumption of $18 million of equity-based compensation. In addition, Applied formed a joint venture, Sokudo, with Screen for which Applied paid $147 million in cash and contributed other assets. In the first quarter of fiscal 2006, Applied acquired ChemTrace Corporation and ChemTrace Precision Cleaning, Inc. (collectively, ChemTrace) for $22 million in cash, net of cash acquired, of which $18 million was paid upon closing. For additional information regarding business combinations, see Note 12 of Notes to Consolidated Condensed Financial Statements.

Applied used $1.5 billion of cash for financing activities during the nine months ended July 30, 2006. Expenditures for these activities consisted of $1.5 billion for common stock repurchases, $174 million for cash dividends, and $5 million for repayment of short-term debt, partially offset by $172 million of cash generated by the issuance of common stock under equity-based compensation plans.

On December 14, 2005, Applied's Board of Directors declared a quarterly cash dividend in the amount of $0.03 per share, payable on March 9, 2006 to stockholders of record as of February 16, 2006, for a total of $48 million. On March 21, 2006, Applied's Board of Directors declared a quarterly cash dividend of $0.05 per share, an increase from the previous $0.03 per share, payable on June 8, 2006 to stockholders of record as of May 18, 2006, for a total of $78 million. On June 13, 2006, Applied's Board of Directors declared a quarterly cash dividend of $0.05 per share payable on September 7, 2006 to stockholders of record as of August 17, 2006, for a total of $77 million. The declaration of any future cash dividend is at the discretion of the Board of Directors and will depend on Applied's financial condition, results of operations, capital requirements, business conditions and other factors.

Applied has credit facilities for unsecured borrowings in various currencies of up to approximately $412 million, of which $250 million is comprised of a revolving credit agreement in the United States with a group of banks that is scheduled to expire in September 2006. Applied does not expect to replace the revolving credit agreement upon its expiration.

Although cash requirements will fluctuate based on the timing and extent of many factors such as those discussed above and in "Risk Factors" below, Applied's management believes that cash generated from operations, together with the . . .
Avatar
31.08.06 14:08:29
Das ist die Ruhe vor dem Sturm in den USA.
Vor Überraschungen ist man bei AMAT nie sicher, so wurde vor 2 Tagen kurz vor Börsenschluss ein einziges Paket mit 1000k verkauft, um mit einem 1,5k Päckchen anschließend den Kurs auf TH zu ziehen:D

Natürlich wäre es dumm, AMAT als Kurzfristinvest zu sehen. Das Kursziel einiger Analysten und auch Siegel liegt bei 22 USD bis Jahresende und das wären immerhin 30%, zusätzlich wird Dividende gezahlt und man ist in einen Konzern investiert, dessen Cashbestand Hoffnung auf strategische Übernahmen macht, deren Ausmaß man noch gar nicht abschätzen kann:)

Der Kurs ist zu hoch für die meisten Pusherblättchen, deshalb ist die Aktie hier auch völlig unbekannt.
Avatar
31.08.06 11:05:29
Antwort auf Beitrag Nr.: 23.695.541 von Isti08 am 31.08.06 09:57:58Hallo Ist08,:)

Du bringst ja eine richtig gute Stimmung hier rein in den neuen Thread. Egal wer ihn eröffnet hat, Dein Posting zeigt deutlich, daß Du stärker involviert bist. Schlage vor, daß Du die Initiative übernimmst.

Im übrigen hat mich gewundert, daß die Leute hier über Gott und die Welt posten und sich wahnsinnig bei Pennystocks und Nebenwerten engagieren, eine Aktie wie Applied Films/Applied Materials aber mehr oder weniger ignorieren. Aber auch in den USA
war Amat in letzter Zeit nicht gerade ein Renner.

Bin gespannt auf den 5. September.:cool:

Gruss

N.
Avatar
31.08.06 09:57:58
Glück gehabt, wollte bis morgen einen Thread zu AMAT einstellen;)

Hoch interessant wird der 5. September, wenn AMAT bei ihrem Webcast die zukünftigen Solaraktivitäten vorstellt.

Quartalserlös + 56%, Quartalsgewinn + 38%
Nebenbei Cash in Höhe von 2,83 Milliarden USD

AMAT gehört seit ca. 2 Monaten zum Portfolio von Wealthdaily, dem Börsenbrief von Jeff Siegel, dessen Empfehlungen in den letzten Jahren immer sehr fundiert und erfolgreich waren, siehe Evergreen Solar, Pacific Ethanol uvm.

Wir werden noch viel Freude an dieser Aktie haben:)
Avatar
30.08.06 20:02:03
Thema: Applied Materials meldet Gewinnanstieg um 39 Prozent, übertrifft Erwartungen [Thread-Nr: 1077127]

http://www.wallstreet-online.de/community/thread/1077127-1.h…
Avatar
30.08.06 19:51:07
07.07.2006 22:26
Applied Materials Completes Acquisition of Applied Films
Applied Materials, Inc. announced today that it has completed the acquisition of Applied Films Corporation, a leading supplier of thin film deposition equipment used in manufacturing flat panel displays, solar cells, flexible electronics and energy-efficient glass.

"This is an important acquisition for Applied Materials (Nachrichten/Aktienkurs) that complements and extends our thin film nanomanufacturing technology capabilities and provides a number of exciting opportunities to expand our business into growing new markets," said Mike Splinter, president and CEO of Applied Materials.

Applied Films' operations are now part of Applied Materials' New Business and New Products Group, which is managed by Mark Pinto, senior vice president and chief technology officer.

Under the terms of the agreement signed on May 4, 2006, Applied Materials will pay $28.50 per share in cash for each outstanding share of Applied Films common stock, which represents a total purchase price of approximately $464 million, or approximately $300 million net of Applied Films' existing cash and marketable securities. As part of the acquisition, Applied Materials assumed Applied Films' stock options and other equity awards outstanding immediately prior to the closing of the transaction.

This press release contains forward-looking statements relating to Applied Materials' acquisition of Applied Films and expected benefits of the transaction, including growth opportunities in existing and emerging markets, technology leadership and improved product capabilities. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those stated or implied, including but not limited to: the successful integration and performance of the acquired business; sustainability of demand in the nanomanufacturing technology industry, and broadening of demand for emerging applications such as solar cells and flexible electronics, which are subject to many factors, including global economic conditions, business spending, consumer confidence, demand for electronic products and integrated circuits, and geopolitical uncertainties; Applied Materials' ability to develop, deliver and support a broad range of products and to expand its markets and develop new markets; the ability to obtain and protect intellectual property rights in key technologies; the retention of key employees; the ability to realize synergies expected to result from the acquisition; successful commercialization of purchased technologies; the effectiveness of internal controls; unknown, underestimated or undisclosed commitments or liabilities; and other risks described in Applied Materials' Forms 10-K, 10-Q and 8-K filed with the Securities and Exchange Commission. All forward-looking statements are based on management's estimates, projections and assumptions as of the date hereof and Applied Materials assumes no obligation to update any such statement.

Applied Materials, Inc. (Nasdaq:AMAT) is the global leader in nanomanufacturing technology(TM) solutions for the electronics industry with a broad portfolio of innovative equipment, service and software products. At Applied Materials, we apply nanomanufacturing technology to improve the way people live. Learn more at www.appliedmaterials.com.

Quelle: Business Wire
Avatar
30.08.06 19:47:12
06.07.2006, 15:34 Uhr

Applied Films erhält Großauftrag über Produktionsanlagen für mikromorphe Solarzellen

Alzenau - Applied Films, Anbieter von Dünnschicht-Produktionsanlagen, hat einen Großauftrag über Produktionssysteme für mikromorphe Dünnschichtsolarzellen erhalten. Auftraggeber ist Brilliant 234, ein 100%iges Tochterunternehmen von Q-Cells. Im Rahmen des Vertrages wurden drei integrierte Vakuumbeschichtungssysteme zur Produktion mikromorpher Solarzellen bestellt. Mit den Systemen werden die TCO-Frontkontaktschicht, das lichtabsorbierende Schichtsystem (a-Si/µc-Si) und der Rückseitenkontakt aufgebracht.

Nach Einschätzung von Applied Films stellt die mikromorphe Technologie bei Dünnschichtzellen die überlegene Technologie dar. Mit dieser Technologie hergestellte Zellen weisen aufgrund ihrer verbesserten spektralen Empfindlichkeit einen höheren Wirkungsgrad gegenüber amorphen Solarzellen auf, so das Unternehmen.

„Mit Applied Films haben wir einen Schlüssel-Anlagenlieferanten gefunden, der eindeutig zu den Technologie- und Innovationsführern in der Solarzellenherstellung zählt,“ so Anton Milner, CEO von Q-Cells. „Die kontinuierliche Weiterentwicklung unserer Technologie und Produktionsprozesse sind die Grundpfeiler unseres Erfolges. Dabei geht es sowohl um unsere Kerntechnologie für Siliziumwafer-basierte Hochleistungs-Solarzellen als auch die Kommerzialisierung von Dünnschicht-Technologien. Die große Expertise von Applied Films in Vakuumbeschichtungsprozessen für großflächige Substrate wird ein entscheidender Faktor für uns sein, unsere ehrgeizigen Ziele in den nächsten Jahren zu erreichen“, so Milner weiter.

Weitere Infos und News zum Thema Solarenergie
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RENIXX – Zum aktuellen Börsenkurs der Q-Cells AG
EEG-Vergütungsrechner für Strom aus Photovoltaik


Quelle: iwr/06.07.06/

http://www.iwr.de/news.php?id=8939
Avatar
30.08.06 18:15:26
Erstaunlicherweise gibt es keinen aktuellen Thread zu Applied Materials. Nach der Übernahme von Applied Films und damit den Einstieg in den boomenden Solarbereich sollte man die Aktie zumindest auf seine Watchlist nehmen und hier im Forum über die entwicklung diskutieren.

Zu Beginn hier die letzten News:

http://www.finanznachrichten.de/nachrichten-aktien/applied-m…

Datum Aktuelle Nachrichten: Sprache: Medien
30.08. / 09:07 Taiwan's TSMC buys machinery worth 533.63 mln twd from ... AFX News (GB)
29.08. / 19:07 APPLIED Materials - Aufwärtstendenz intakt GodmodeTrader (DE)
28.08. / 17:42 Applied Materials Going Solar Forbes (US)
24.08. / 21:31 Blocktrade bei Applied Materials, JP Morgan und The Gap GodmodeTrader (DE)
24.08. / 17:31 Applied Materials Inc.: neutral (JP Morgan) finanzen.net-Analysen (DE)
24.08. / 17:11 Applied Materials - Neues Rating BörseGo (DE)
23.08. / 21:19 Blocktrade bei Applied Materials, Intel und Yahoo GodmodeTrader (DE)
17.08. / 18:07 APPLIED Materials - Ab 16,04 $ geht es ab GodmodeTrader (DE)
17.08. / 16:49 Next Inning Technology Publishes Updated Outlooks for QuickLogic, ... PR Newswire (US)
17.08. / 10:31 Applied Materials Inc.: overweight (Prudential Financial) finanzen.net-Analysen (DE)

Datum Aktuelle Nachrichten: Sprache: Medien
17.08. / 08:55 Applied Materials Inc.: outperform (Thomas Weisel Partners) finanzen.net-Analysen (DE)
17.08. / 08:55 Applied Materials Inc.: neutral (UBS) finanzen.net-Analysen (DE)
16.08. / 19:27 SILICON STOCKS: Techs Edge Higher; Applied Materials Dips ... Morningstar (US)
16.08. / 18:47 Applied Materials - Neues Kursziel BörseGo (DE)
16.08. / 18:07 Applied Materials Inc.: neutral (Banc of America Sec.) finanzen.net-Analysen (DE)
16.08. / 18:07 Applied Materials Inc.: sector outperform (CIBC World Markets) finanzen.net-Analysen (DE)
16.08. / 17:47 Applied Materials skeptisch trotz Gewinnanstieg Reuters Deutschland (DE)
16.08. / 16:50 US-Technologieaktien: Applied Materials knickt ein de.internet.com (DE)
16.08. / 16:38 Applied Materials legt unterm Strich um 39 Prozent zu Computerwoche (DE)
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30.08.06 18:04:07
Market Scan
Applied Materials Going Solar
R.M. Schneiderman, 08.28.06, 11:27 AM ET


Semiconductor production equipment maker Applied Materials' year-long effort to develop solar power technology could potentially be a major boon for the company's growth, according to a Monday report by Banc of America Securities.

"Over the past year Applied Materials has quietly begun a serious development effort in solar power technology," said Mark FitzGerald an analyst for the research firm.

"Solar is potentially as large...an opportunity for Applied Materials as their semiconductor business."

In July, Applied Matierals (nasdaq: AMAT - news - people ) acquired Applied Films, which supplies equipment used in making solar technology and energy-efficient glass. The deal was worth $464 million.

In order to make solar power a viable business, Applied Materials needs to find a way to make it more competitive with other fossil fuel alternatives, the analyst said.

"The opportunity requires that Applied Materials change the current economics of the solar power industry," said FitzGerald.

"The primary objective in solar power is to balance the goal of the most efficient solution…with the lowest cost. The problem with the current…technologies is that conversion efficiency is low and costs remain stubbornly high because of the high percentage of materials."

The analyst said solar power will likely be a three to five year research and development project for the company, as coal and natural gas continue to account for the bulk of U.S. electricity generation.

He maintained a price target of $16 and a "neutral" rating on the stock

Quelle: http://www.forbes.com/markets/2006/08/28/applied-materials-0…

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Forbes: Applied Materials Going Solar