Qlogic - Kaufenswert!
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| Eröffnet am: | 10.07.04 12:39 | von: xpfuture | Anzahl Beiträge: | 13 |
| Neuester Beitrag: | 06.05.07 12:41 | von: xpfuture | Leser gesamt: | 4.653 |
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xpfuture
Angehängte Grafik:
Qlogic1.bmp
Qlogic1.bmp
also rein daraus potenzial um 35% !!!
klarer kauf eigentlich. analysten geben der aktie ein kursziel von 36$
und die aktie ist doch mit einem kgv von 19 nicht zu teuer !
zudem entwickelt sich die bude prächtig (jährlicher umsatzanstieg von mehr als 17.5% in den letzten 3 jahren).
Angehängte Grafik:
qlgc.png (verkleinert auf 88%)
qlgc.png (verkleinert auf 88%)
sieht man gut im 3 jahreschart !
Angehängte Grafik:
qlgc.gif (verkleinert auf 88%)
qlgc.gif (verkleinert auf 88%)
Die Analysten von Merrill Lynch stuften die Aktie von QLogic am 22.06.04 von "neutral" auf "buy" herauf.
Weiters einigte sich Emulex im Patentstreit mit QLogic.
Der Netzwerk- und Fibre-Channel-Spezialist Emulex hat sich mit dem Konkurrenten QLogic in einem Patentstreit geeinigt. Ursprünglich war die Klage wegen Verletzung dreier Patente im Februar 2003 von der Vixel Corporation eingereicht worden. Mit der Firma übernahm Emulex im November 2003 auch die Klage. Daraufhin hatte QLogic Emulex verklagt.
Diese zwei Verfahren wurden nun beigelegt, nachdem QLogic laut Emulex zugesagt hat, ein Lizenzabkommen zu unterzeichnen und künftig Lizenzzahlungen zu entrichten. Weitere Details haben die beiden Unternehmen nicht bekannt gegeben; QLogic spricht im Unterschied zu Emulex aber von einer "gegenseitigen Lizenzierung von Patenten.
xpfuture
Hier noch ein paar Finanzdetails zu Qlogic gegenüber der Konkurrenz:
http://finance.yahoo.com/q/co?s=QLGC
xpfuture
Ausserdem ist Qlogic gegenüber der Konkurrenz sehr breit aufgestellt. Hier stimmt auch das Umsatz/Kosten Verhältnis. EPS von 1,38 weit höher als bei anderen in der Branche tätige Unternehmen. 750 Mio Dollar an Eigenkapital. Bei einem Umsatz von knapp über 520 Mio USD einen Gewinn von über 130 Mio (ergibt ein Profit Margin von 25%)
xpfuture
Das Unternehmen rechnet demnach weiterhin mit einem Gewinn von 34-37 Cents pro Aktie auf bereinigter Basis. Analysten prognostizieren derzeit ein EPS-Ergebnis von 36 Cents. Der Umsatz soll laut QLogic ebenfalls unverändert um 0-3 Prozent gegenüber dem vierten Quartal 2004 zulegen.
Meiner Meinung nach werden die Q-Zahlen ein EPS von 35-36 Cents (also knapp unter bzw. genau den Erwartungen ensprechend) und einen leichten Umsatzanstieg ergeben.
xpfuture
Standards-Based Interoperability Offers Promise of Fully Heterogeneous Storage Networks
ALISO VIEJO, Calif., July 14, 2004 (PRIMEZONE) -- QLogic Corp. (Nasdaq:QLGC), the company that powers storage area networks (SANs), today announced that Cisco and QLogic are leading the industry into a new era of multi-vendor SANs. Based on a design for full compliance with FC-SW (Fibre Channel Switch Fabric) standards, the two companies are now delivering core switches and blade server switches that have been tested and qualified as interoperable across a broad range of functions from basic port compatibility to sophisticated zoning techniques based on agreed testing protocols. SAN administrators can now build storage networks tailored to the specific needs of their applications using the Cisco MDS 9000 Family of Multilayer Intelligent directors and fabric switches and SANbox(r) edge switches from QLogic.
"Cost and complexity remain a concern for customers as they consider adopting multi-vendor SANs," said Steve Duplessie, founder and president of the Enterprise Strategy Group. "This announcement shows that two of the major players in the industry are aggressively addressing those concerns with their standard product offerings by providing users with truly functional switch-to-switch interoperability from edge to core in compliance with industry standards, including useful features like zone configuration."
"The good news is that Fibre Channel interoperability switching standards have now reached a level of maturity in which customers can deploy heterogeneous switches in production networks without sacrificing must-have features," said Bill Erdman, director of technology alliances within Cisco's Storage Technology Group. "QLogic and Cisco exemplify this capability with the interoperability between QLogic's embedded blade server switches and the Cisco MDS 9000, which takes full advantage of FC-SW2 compliance, including the open exchange of management data, common security, and zoning data."
According to Frank Berry, vice president of marketing for QLogic, "The true proof point of this interoperability is the ability to configure zones commonly across this heterogeneous switch environment. The product is designed to allow customers to configure common zones across server-facing ports on QLogic blades and storage-facing ports on MDS switches. This can be done using standard GS-3 in-band configuration services and with any zoning configuration application that supports GS-3."
QLogic SANbox Fibre Channel Switches
QLogic SANbox Fibre Channel network switches provide investment protection for current and future SAN infrastructures, establishing new standards of performance, reliability and simplicity. Available in 8-port and 16-port, slim form factors, QLogic SANbox switches are among the fastest, most scalable, and easiest to manage Fibre Channel switches on the market.
The SANbox 5200 stackable switch from QLogic is the first stackable Fibre Channel switch and the first to take advantage of 10Gb Fibre Channel technology. Capitalizing on features that made stackable IP switches the best selling type of IP switch, the SANbox 5200 offers a low cost of entry with an 8-port configuration, breakthrough ease-of-use with wizard-based installation, the ability to scale to 64 ports without losing a single port to inter-switch links, blazing 10Gb performance, and complete stack management from a single application.
About the Cisco MDS 9000 Family
The award-winning Cisco MDS 9000 Family is a comprehensive line of SAN switches for storage networks of all sizes and architectures. Comprised of the Cisco MDS 9500 series directors, the Cisco MDS 9216 flexible-configuration fabric switch, and the Cisco MDS 9100 series fabric switches, these solutions are designed to offer high performance and scalability, and delivers intelligent network services such as multiprotocol/multitransport integration, Virtual SANs (VSANs), security, advanced traffic management, sophisticated diagnostics and unified SAN management.
xpfuture
Aliso Viejo, Calif., July 14, 2004 - QLogic Corporation (Nasdaq:QLGC), the company that powers storage area networks (SANs), today announced its first quarter financial results for the period ended June 27, 2004.
Net revenues for the first quarter of fiscal 2005 were $129.8 million and increased 3% from the $126.2 million reported in the comparable quarter last year. Fibre Channel product revenues for the first quarter of fiscal 2005 were $104.8 million and represented 81% of the Company's total revenue. Fibre Channel product revenues for the first quarter were up 12% from the comparable quarter last year. Net income on a GAAP basis for the first quarter of fiscal 2005 was $32.2 million, or $0.34 per share on a diluted basis, and increased 2% from the $31.7 million, or $0.33 per share on a diluted basis, reported in the first quarter of last year.
During the first quarter of fiscal 2005, net revenues increased 1% sequentially from the $128.3 million reported in the fourth quarter of fiscal 2004. Fibre Channel product revenues for the first quarter of fiscal 2005 were up 4% sequentially from the fourth quarter of fiscal 2004. First quarter net income on a GAAP basis declined 2% from the $32.9 million, or $0.34 per share on a diluted basis, reported in the fourth quarter of fiscal 2004.
The Company uses certain non-GAAP measures to supplement financial statements based on GAAP. These non-GAAP measures include an adjustment for merger related stock compensation charges. A description of the purpose and benefit of such non-GAAP financial information is presented below and a reconciliation between the GAAP and non-GAAP measures is included in the accompanying financial data.
Non-GAAP net income for the first quarter of fiscal 2005 was $34.0 million, or $0.36 per share on a diluted basis, and increased 1% from the $33.8 million, or $0.35 per share on a diluted basis, reported in the first quarter of last year. Non-GAAP net income for the first quarter of fiscal 2005 declined 2% sequentially from the $34.7 million, or $0.36 per share on a diluted basis, reported for the fourth quarter of fiscal 2004.
"We are pleased that once again QLogic achieved overall sequential growth in revenue during the first quarter of fiscal 2005," said H.K. Desai, the Company's chairman, chief executive officer and president. "Our strategies to continue the momentum of our financial performance include investment in emerging technologies, increased market share through superior products, time-to-market delivery, and diversification in the markets we address. The execution of these strategies combined with sound fiscal management will position us to provide above market results."
The Company generated $44 million in cash from operations during the first quarter of fiscal 2005 and used $40 million to purchase its common stock pursuant to the Company's initial $100 million stock repurchase program, which was completed in May 2004. The Company recently announced a new $100 million stock repurchase program which commenced on July 1, 2004 and will continue for two years through June 30, 2006. The Company's balance sheet at the end of the first quarter of fiscal 2005 was highlighted by $738 million of cash and short-term investments. QLogic's fiscal 2005 first quarter conference call is scheduled today at 2:30 p.m. Pacific Time (5:30 p.m. Eastern Time). H.K. Desai, chairman of the board, chief executive officer and president, and Tony Massetti, vice president and chief financial officer, will host the conference call. The call is being webcast live via the Internet at www.qlogic.com or via CCBN. Phone access to participate in the conference call is available at (719) 457-2650, pass code: 795800.
The quarterly financial information that the Company intends to discuss during the conference call is included in this press release and will be available on the Company's website at www.qlogic.com for 12 months following the conference call. To listen to a webcast replay of the conference call, please visit the Investor Relations section of the Company's website at www.qlogic.com. The webcast replay will be available for 12 months following the conference call. An audio replay of the conference call will also be available through July 28, 2004 by calling (719) 457-0820, pass code: 795800.
Non-GAAP Financial Measurements
The non-GAAP net income and related net income per share amounts supplement the corresponding financial measurements computed in accordance with generally accepted accounting principles (GAAP) and exclude non-cash merger related stock compensation charges. The Company has provided these non-GAAP financial measures to assist investors to better understand the Company's core operating performance and to enhance comparisons of its core operating performance with historical periods and the operating performance of its competitors. Items excluded from non-GAAP financial measurements are also excluded by management in its evaluation of the core operating performance of the Company and in its evaluation of trends between fiscal periods. In addition, the Company prepares and maintains its budgets and forecasts of future periods on a basis consistent with these non-GAAP financial measurements. Investors should consider non-GAAP measures in addition to, and not as a substitute for, or as superior to, measures of financial performance prepared in accordance with GAAP.
Momentan +4,00%.
xpfuture
und positive Analysteneinschätzungen sollten für Kurswechsel wieder hin zu steigenden Kursen sorgen.
QLogic übertrifft Erwartungen
04.05.06 09:34
Der Netzwerk-Datenspeicherspezialist QLogic Corp. erwirtschaftete im vierten Geschäftsquartal einen Gewinn von 32,5 Millionen Dollar bzw 20 Cents je Aktie. Im Vergleichszeitraum des Vorjahres wies das Unternehmen einen Gewinn von 46,1 Millionen Dollar bzw 25 Cents je Aktie aus. Die Erlöse stiegen von 111,7 auf 130,5 Millionen Dollar. Die von Thomson First Call erhobenen durchschnittlichen Analystenschätzungen liegen bei einem Gewinn von 18 Cents und Erlösen von 128 Millionen Dollar. QLogic verteuerten sich nachbörslich um 1,8% auf 20,95 Dollar