ابلايد ماتيرال Amat 17.6

[abonaser]

نسيت ان اتطرق للشركه اليوم

الشركه اعلنت عن تسريع برنامج اعاده شراء اسهم بمبلغ ضخم جدا جدا 5 بلايين دولار !!!!

والسوق كافأها بطريقه جباره ليست من ناحيه الارتفاع فقط لانها لم ترتفع كثيرا (2.4%) لكن من ناحيه الاسهم المتدواله

لم نكمل 90 دقيقه منذ الافتتاح وتم خلالها تدوال 153 مليون سهم !!!!!!!!!!!!!!!!

ربما نري 250 مليون سهم عند الاغلاق ان استمر الزخم بهذا الشكل , وفنيا السهم خرج من بايس عند القاع وقريب شكلا من باترن الرويند بوتوم

ان يتم تدوال 153 مليون سهم خلال اول ساعاتان في شركه ميته تقريبا منذ عام ونيف شي غريب جدا

يبدوا ان اشباه الموصلات لها الكلمه خلال رالي الخريف

واتوقع ان تكون الكلمه لشركات او اسهم المونتوم مثل amd BRCM FORM والله اعلم

[ابو حظين]

بوناصر هذا تقرير من بريفينج عن الشركة

Story Stocks
18-Sep-06

09:37 ET

Applied Materials (AMAT):
17.20: Shares in world's largest maker of semiconductor equipment Applied Materials Inc. were up over 2% in premarket trade Monday after the company said it would repurchase145 million shares of its common stock for around $2.5 billion under an accelerated stock repurchase program.

The buyback, combined with the about 9 million shares already repurchased in the current fiscal quarter, resulted in a 10% reduction in outstanding common shares at the end of its third fiscal quarter. The company's board of directors also approved a new repurchase program authorizing up to $5 billion in stock repurchases over the next three years.

With the announcement, Applied Materials is indicating in a rather dramatic way that it believes its shares are undervalued at current levels. Indeed, at about 21x trailing 12-month earnings, the stock is trading at a noticeable discount to the industry average.

Certainly signs of a slowdown in the semiconductor equipment industry have weighed heavily on the stock; however, a lack of near-term catalysts could limit price appreciation. As we noted last month, the greatest concerns at this point are the deteriorating fundamentals and AMAT's ability to maintain even flat order bookings in the face of rising chip inventories, and an ongoing pricing war being fought by Advanced Micro Devices (AMD) and Intel (INTC).