AIXTRON 506620
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| Eröffnet am: | 01.08.02 07:58 | von: tinchen101 | Anzahl Beiträge: | 112 |
| Neuester Beitrag: | 22.11.02 09:39 | von: FunMan2001 | Leser gesamt: | 16.703 |
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Eine technische Reaktion ist hier überfällig und kann locker auf 14,00 euro gehen!
Also strong buy!!
L&S 7,75 ein Schnäppchen!!
Gruss
Tinchen
http://www.emcore.com/html_documents/News_clips/...uarter_release.htm
Company exceeds consensus EPS
EPS and Operating Income improve as a result of cost cutting initiatives
SOMERSET, N.J., July 31 /PRNewswire-FirstCall/ -- EMCORE Corporation (Nasdaq: EMKR - News), a leading provider of compound semiconductor technologies for global communications applications, today announced financial results for the third quarter ending June 30, 2002.
The Company's restructuring and cost cutting initiatives lowered operating expenses allowing the Company to exceed EPS forecasts. Earnings per share was ($0.43) versus consensus estimates of ($0.44) as indicated by Thompson-First Call. Revenues for the third quarter were $20.3 million. Materials and equipment related revenues represented approximately 51% and 49% of total sales, respectively. Operating expenses fell approximately $3.0 million, or 15% from the previous quarter, prior to last quarter's restructuring charges.
Recently, the Company further reduced its payroll and operating expenses by approximately $6 million and $3 million, respectively, on an annualized basis. The Company projects that this reduction in the cost structure will allow the Company to achieve cash flow breakeven from operations in the fiscal quarter beginning in October 2002. Total annualized savings are now estimated at $25 million.
Cash, cash equivalents, and short-term investments at June 30, 2002 were $89.1 million, which reflects net cash usage of $7.0 million for the quarter. Interest payments to holders of the Company's 5% subordinated debentures due in May 2006 represented 60%, or $4.4 million of total cash usage. Improved operations and balance sheet metrics contributed to the reduced cash consumption.
Commenting on the results, Reuben F. Richards, Jr., President & CEO of EMCORE, stated, "We have seen significant improvement in operations which has allowed us to further reduce the Company's cost structure without sacrificing product or market opportunities. We feel the Company is now well positioned from a cost standpoint to effectively compete in whatever market environment the Company encounters."
EMCORE expects revenues for the fourth quarter ending September 30, 2002 to range between $23 and $28 million. Bookings for the third quarter totaled $22 million, consisting of $12 million in equipment and $10 in materials.
EMCORE will discuss the results further on a conference call to be held on Thursday, August 1, 2002, at 9:00 a.m. EDT.
To participate in conference call, U.S. and international callers should dial 416-640-4127. A replay of the call will be available beginning August 1, 2002 at 11:30 a.m. ET until August 8, 2002 at 11:59 p.m. EDT. The replay call-in number is 416-640-1917 and the access code is 200238#. The call will also be web cast via the Company's web site at http://www.emcore.com. Please go to the site beforehand to download any necessary software.
Highlights of the Quarter
EMCORE received a patent for its breakthrough invention of a semiconductor device separation technique for gallium nitride-based and other materials grown on sapphire substrates. The new technique solves many challenges inherent with current separation techniques and will be paramount to expediting manufacturing times of GaN-based blue and green LEDs and improving GaN materials device yields. The method designed by EMCORE has been successfully employed in a high-volume LED manufacturing production facility for over a year and will have a significant impact on the cost and manufacturability of all devices on sapphire substrate.
EMCORE, in conjunction with Sandia National Labs, received the prestigious R&D 100 Award sponsored annually by R&D Magazine for the MTR8500 Very Short Reach (VSR) OC-192 Parallel Array Transponder. The award, in recognition of advanced fiber optic module development work, provides very short reach interconnections over parallel fiber links at SONET OC-192 data rates and was the first commercially available 300-pin transponder compliant with the Optical Internetworking Forum's VSR-1 Implementation Agreement (OIF-VSR4-0.10).
Infineon Fiber Optics named EMCORE a top supplier of the year for the Company's renowned TurboDisc® tools, the key instruments used to manufacture high quality electronic and optoelectronic devices. The product development strategy employed by EMCORE focuses on specific performance and market requirements for compound semiconductor applications, such as VCSELs (vertical cavity surface emitting lasers) for datacom and telecom equipment and LEDs for solid state lighting. "Along with 5 others, EMCORE was selected among over 250 companies as one of our top suppliers for 2001," commented Erwin Wolf, General Manager at Infineon Fiber Optics.
EMCORE announced a $4.0 million contract with DARPA (Defense Advanced Research Projects Agency) to play a leading role in the Department of Defense agency's mission to develop wide bandgap semiconductor-base high power, high frequency electronics for use in military applications. "The development of GaN-based devices offers tremendous future opportunities for EMCORE. GaN-based FETs out-perform many existing technologies because they can operate at extremely high temperatures and can accommodate very high power levels without affecting performance," according to Tom Miehe, Vice President of Sales and Marketing at EMCORE.
LED Expert Corporation of Taiwan announced a breakthrough in their blue LED production program using EMCORE D180 SpectraBlue Reactors. Operating with three EMCORE SpectraBlue systems, LED Expert has advanced their LED manufacturing technology to enable consistent growth of 60mcd blue LEDs, which proved a significant milestone for the Company.
Recent Product Developments
EMCORE introduced its Enterprise 300LDM (laser diode machine) MOCVD tool, designed to achieve high quality materials and high yields for consumer electronics applications, and announced the first sale to JVC Japan. Engineered specifically for the high volume production of long wavelength, infrared and visible lasers, VCSELs, and InP-based electronic materials, EMCORE's E300LDM platform provides customers with unparalleled run-to-run process control and is designed to accomplish excellent uniformity of thickness, doping, and composition in epitaxial layers.
EMCORE announced the sale of an Enterprise 300 GaNzilla(TM) MOCVD (metallorganic chemical vapor deposition) tool to South Epitaxy Corporation (SEC) of Taiwan and the United Epitaxy Company (UEC) for use in high-brightness blue and green light emitting diode (LED) production. Utilizing EMCORE's advanced GaNzilla tool, material manufacturers are able to produce GaN epi that achieves brighter performance with lower power consumption, while providing LED manufacturers with an innovative technology platform that enables a new generation of LEDs.
About EMCORE:
EMCORE Corporation offers a versatile portfolio of compound semiconductor products for the rapidly expanding broadband and wireless communications and solid-state lighting markets. The company's integrated solutions philosophy embodies state-of-the-art technology, material science expertise and a shared vision of our customer's goals and objectives to be leaders and pioneers in the rapidly growing world of compound semiconductors. EMCORE's solutions include: optical components for high speed data and telecommunications; solar cells and solar panels for global satellite communications; electronic materials for high bandwidth communications systems, such as Internet access and wireless telephones; MOCVD tools for the growth of GaAs, AlGaAs, InP, InGaP, InGaAlP, InGaAsP, GaN, InGaN, AlGaN, and SiC epitaxial materials used in numerous applications, including data and telecommunications modules, cellular telephones, solar cells and high brightness LEDs.
The information provided herein may include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 relating to future events that involve risks and uncertainties. Words such as "expects," "anticipates," "intends," "plans," believes," and "estimates," and variations of these words and similar expressions, identify these forward-looking statements. These forward-looking statements include, without limitation, (a) any statements or implications regarding EMCORE's ability to remain competitive and a leader in its industry, and the future growth of EMCORE, the industry and the economy in general; (b) statements regarding the expected level and timing of benefits to EMCORE from its current restructuring and realignment efforts, including (i) expected cost reductions and their impact on EMCORE's financial performance, (ii) expected improvement to EMCORE's product and technology development programs, and (iii) the belief that the restructuring and realignment efforts will position EMCORE well in the current business environment and prepare it for future growth with increasingly competitive new product offerings and long-term cost structure; (c) statements regarding the anticipated cost of the restructuring and realignment efforts; and (e) any and all guidance provided by EMCORE regarding its expected financial performance in current or future periods, including, without limitation, with respect to anticipated revenues for the fourth quarter of Fiscal 2002. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected, including without limitation, the following: (1) EMCORE's restructuring and realignment efforts may not be successful in achieving their expected benefits, may be insufficient to align EMCORE's operations with customer demand and the changes affecting our industry, or may be more costly than currently anticipated; (2) due to the current economic slowdown, in general, and setbacks in our customers' businesses, in particular, our ability to predict EMCORE's financial performance for future periods is far more difficult than in the past; and (3) other risks and uncertainties described in EMCORE's filings with the Securities and Exchange Commission such as cancellations, rescheduling or delays in product shipments; manufacturing capacity constraints; lengthy sales and qualification cycles; difficulties in the production process; changes in semiconductor industry growth, increased competition, delays in developing and commercializing new products, and other factors. The forward-looking statements contained in this news release are made as of the date hereof and EMCORE does not assume any obligation to update the reasons why actual results could differ materially from those projected in the forward-looking statements.
Ich glaube fest daran, dass wir den Boden gefunden haben!
Selbst ein schlechteres Quartalsergebnis sollte hier schon eingepreist sein!
Gruss
Tinchen
Strong buy; no risk no fun
da weiß doch wieder einer mehr sonst würde sie doch an starken tagen zulegen. ist doch immer das gleiche.
Zwergnase; da hast ja ne menge verloren bei 9,00 gekauft 7,72 verkauft.....ohje! Ich verstehe dich echt das Du die Schnauze voll hast!
Gruss
Tinchen
Falls sie bedeutend schlechter ausfallen als prognostizert würde Aixtron als eines der letzten NM-Unternehmen seinen seriösen Ruf verlieren, was ich mir beim besten Willen nicht vorstellen kann.
Das macht mich bächtig möse, bächtig möse...
Gruss Linus
P.S: Warten, fallen lassen, einsammeln, wegpacken und nach ein paar Jahren gibts dann für uns alle nen netten kleinen Flitzer ( ...und dann auch steuerfrei, hehe )
Optionen
| Boardmail an "Linus" |
Wertpapier: Aixtron SE |
By the way, steht Aixtron unter Berücksichtigung der hervorragenden 2001er Ergebnisse bei einem KGV von 15. Nimmt man 2002 wird es vielleicht ein KGV von 20 sein. Ein KGV von 20, bei nur wenig gesicherten Wachstumprognosen, was ist daran so verkehrt?
Der Rebound wird jedoch trotzdem interessant. Sicher sind hier bei vernünftigem Timing 10% in wenigen Tagen machbar. Das werden sich auch die Großen nicht entgehen lassen, schließlich ist Aixtron extrem liquide für einen NEMAX Wert.
Gruß Gekko
Zum rebound: Nach solchen Kursstürzen hat die Aixtron-Aktie in der Vergangenheit stets zwischen 80-100% zugelegt. Auf ein 10%-rebound in dieser Aktie zu spekulieren halte ich momentan für Wahnsinn.
Ansonsten gebe ich Euch Recht, hier stink was ganz ganz gewaltig, zumal ich noch keine Antwort auf meine gestrige Mail an Aixtron bekommen habe. Zu dem Kursverfall sagen die scheinbar überhaupt nix (scheint wohl nicht zu jucken). Ist wohl auch nicht nur ein großer Abgeber, wenn ich mir die Volumina ansehe. Bevor hier nicht Klarheit herrscht, bleiben die nur auf meiner WL. Hier noch was aus Finanztreff von gerade eben:
Aixtron weiter im Abwärtstrend
Aixtron befinden sich weiter im Abwärtstrend. Der Wert verliert bis 11.34 Uhr 7,5 Prozent und markiert damit ein neues Allzeittief. Es gebe kaum Käufer bei dem Titel, so ein Händler. Er verweist auf die anhaltende Verunsicherung der Anleger hinsichtlich der Schwäche des Halbleitermarktes.
Es sei nicht klar, inwieweit Aixtron von der Schwäche betroffen sei. Es gebe daher einige Investoren, die eine Gewinnwarnug der Aachener fürchten. Die Aktie sei auch auf dem aktuellen Niveau noch hoch bewertet. Die eher positiv einzuschätzenden Zahlen des US-Mitbewerbers Emcore vom Vorabend sorgen für keine Entlastung. +++ Manuel Priego Thimmel
vwd/1.8.2002/mpt/ps
01.08.2002 - 11:42 Uhr
Also ich pers. sehe die Zahlen von Emcore nicht so positiv.
Gr., ZN
Kurzfristig sind 80% - 100% m.E. undenkbar. Die Lage für AIX hat sich stetig eingetrübt und ein KGV von 40 wäre Wahnsinn.
Gruß - Gekko
Hörte sich alles in allem nicht sehr positv an!!
positiv war, dass er mich im Hause zurückgerufen hat!!
gruss
Tinchen
Kannst ihn ja selbst anrufen! Ist wirklich nicht erfunden!
Außerdem stehen die Banken ja auch zur Auskunft bereit!
Hier ist noch einiges Potential nach unten! Habe leider trotz Stoppkurs auch einiges verloren! Aber egal lieber raus!
Gruss
Tinchen