Applied Materials Really Gets the Future

[Arthur Hanson]

As a very serious full time investor I have listened to conference calls for over twenty years and this quarters conference call by AMAT is a tour de force if there ever was one and the best I have ever listened to. This is also the opinion of many of the top players in the financial community. The AMAT team, really, really understands the future of tech to a degree that is unmatched and are putting their full resources behind their convictions. The only conference calls that have even come close were those given by Morris Chang, a true visionary if there ever was one, and I'm sure AMAT learned much from him through their close collaborations over the years. This is the only time I have ever recommended listening to a conference call ever. It will be an hour well spent. AMAT's vision of the future and a whole range of technologies in it is unmatched. They truly get the future, where it is going and many technologies place in it. I feel this is as important as when Steve Jobs introduced the IPhone, although to a much narrower, but probably a far more technical group of people who are key to making the future happen. I have felt this way for years as reflected in my writings. Any thoughts or comments on this call solicited and appreciated. In short, AMAT owns and is the future.

You can listen to the call at the link below.

Applied Materials | Semiconductor, Display and Solar