ENTITY
Applied Materials

Applied Materials (AMAT US)

315
Analysis
Information Technology • United States
Applied Materials, Inc. develops, manufactures, markets, and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry. The Company's customers include semiconductor wafer and integrated circuit manufacturers, flat panel liquid crystal displays, solar photovoltaic cells and modules and other electronic devices manufacturers.
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bullish•Tokyo Electron
•08 May 2015 18:47

Quicknote: TOKYO ELECTRON: Reverse Flowback [CORRIGENDA] - Still a Buy

Two things: Detail Corrigenda and Trade ReaffirmationIn my haste to get something out on TEL last week after the break up of the TEL/AMAT deal, I...

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bearish•Tokyo Electron
•28 Apr 2015 09:22

FLOWFRONT: Cancelled - TEL/AMAT cancel their merger, FLOWS result

After the close of business April 27 2015, TEL (8035 JP) reported results and TEL and AMAT announced that they had cancelled their planned merger...

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bearish•Tokyo Electron
•27 Feb 2015 01:28

FLOW FRONT IN LIMBO? AMAT & TEL delay their merger to June

On February 26, Tokyo Electron ("TEL") announced (and AMAT filed an 8-K) to the effect that the merger completion date (and the walk-away date by...

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bearish•Tokyo Electron
•25 Feb 2015 12:56

FLOW FRONT? Anatomy of a multi-billion dollar flowback - Part Deux

The premise of the original FLOWFRONT piece is/was that the merger between Tokyo Electron (8035 JP, hereafter "TEL") and Applied Materials (AMAT...

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bearish•Tokyo Electron
•23 Feb 2015 14:02

FLOW FRONT? : Anatomy of a multi-billion dollar pre-deal flowback

The merger between Tokyo Electron (8035 JP) and Applied Materials (AMAT US) (hereafter "TEL" and "AMAT"), announced in September 2013 and currently...

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