Bei der Nasdaq wird es heute spannend. Der future hat in der letzten....
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Eröffnet am: | 05.07.00 14:40 | von: Karlchen_I | Anzahl Beiträge: | 28 |
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Karlchen_I: Bei der Nasdaq wird es heute spannend. Der future hat in der letzten....
05.07.00 14:40
Gruß ruebe
Kicky: Shares of Computer Associates stumbled +Datastream +BMC Software Gewinnwarnung
05.07.00 15:08
The shares (CA: news, msgs) dropped 15 3/4, or 31 percent, to 35 3/8 in Instinet trading. The stock is set to surpass its 52-week low of 42 5/16, seen in intraday trading on Aug. 10. The company said it expects contracts during the quarter to be between $1.25 billion and $1.3 billion, compared to the $1.22 billion posted in the same period last year. See full story.
“Revenue wasn’t as strong as we hoped,” said Sanjay Kumar, president and chief operating officer of the U.S. business software company.
The company attributed the shortfall to weak European sales, a slowdown in its mainframe computer business and contract delays.
Dain Rauscher Wessels and CS First Boston followed by downgrading there investment ratings on the stock.
The company said it will release full results on July 20,
BMC Software (BMCS: news, msgs) warned that its first-quarter earnings are expected to come in at 18 to 21 cents a share with revenues seen at $365 to $375 million. The company made 42 cents a share in the year-ago period. First Call expects earnings per share of 46 cents in the first quarter. Shares ended down 63/64 to 35 1/2.
Datastream Systems (DSTM: news, msgs) announced it expects a second-quarter pro forma net loss of 25 to 30 cents a share. First Call predicts a loss of 9 cents a share for the quarter. Datastream expects total revenues to range between $22.5 and $23.5 million in the quarter. The stock ended off 1 to 11 1/2 on Monday
Karlchen_I: Na, hoffentlich geht jetzt nicht das Gerede los, daß die Tech's generell...
05.07.00 15:14
Wenn es dazu kommt: Sommerrallye ade.
fallen . Da spricht doch viel
mehr für eine kleine Ralley...
Wenn die Arbeitsmarktdaten gut sind,dreht die
Nasdaq heute noch ins plus.
Hier die Meldung von www.TheStreet.com :
Update: Entrust Plunges After Earnings Warning
By Tim Arango
TheStreet.com/NYTimes.com Staff Reporter
7/5/00 9:40 AM ET
Al grüßt
Updated from 8:57 a.m. EDT
Shares of Entrust Technologies (ENTU:Nasdaq - news) lost almost 50% of their value Wednesday after the seller of e-business software and services that secure online transactions said that its second-quarter earnings will fall short of Wall Street analysts' expectations.
Entrust was down 48%, or 37 1/16, to 40 1/16 in early trading Wednesday.
The company expects earnings per share for the second quarter, which ended June 30, to be 2 cents a share, a 75% difference from the 8-cent Wall Street consensus, according to First Call/Thomson Financial.
In a statement the company blamed the shortfall on delays in closing sales. "The issue here is simply revenue timing, not lost business," said John Ryan, Entrust Technologies president and chief executive. "I remain optimistic about Entrust Technologies' prospects for the remainder of 2000 and beyond."
Entrust, based in Plano, Texas, said revenues for the quarter will be up substantially from the $19.8 million in revenues recorded in the second quarter of 1999 and slightly above first-quarter 2000 revenues of $29.1 million.
Hans Dampf: Nicht genug mit den Gewinnwarnungen- jetzt hauen die Analysten auch noch drauf..
05.07.00 19:17
NEW YORK, July 5 (Reuters) - Salomon Smith Barney analyst Jonathan Joseph cut his rating on
the semiconductor industry to neutral from outperform on Wednesday. -- cut Texas Instruments
Inc.
outperform from buy. -- cut Silicon Storage Technology Inc.
National Semiconductor Corp.
group may take six-nine months, we see 'first mover' evidence of a trend reversal in decelerating
industry unit shipments ..." -- The reversal is "coupled with price declines and contracting lead times
in commodity memories and passives segments that were most severely impacted in the shortage."
-- Adds that sector likely to see peak capital spending growth rates this year.
-- Texas Instruments off 3-1/2 to 65-1/2.
-- Advanced Micro down 7-9/16 at 76-1/2.
-- Silicon Storage off 10-1/4 at 88-3/4.
-- National Semiconductor off 6-5/16 at 51-13/16.
Gruß Dampf
Die Investitionen in die Maschinen, die zur Chipherstellung benötigt werden, sollen bald ihr Top erreicht haben.
Dies deute darauf hin, daß die zukünftigen Wachstumsraten abnehmen werden.
Im nächsten Jahr könnten im übrigen eventuelle Überkapazitäten Thema werden.
Fazit: Erste Wolken am Horizont für die Chipindustrie.
Gruß
EXPRO
Entrust Technologies Previews Second Quarter Results
Wed Jul 05 08:23:00 EDT 2000
PLANO, TEXAS, Jul 5, 2000 (BUSINESS WIRE) -- Entrust Technologies Inc.
(Nasdaq:ENTU), the global leader in solutions that bring trust to e-business,
announced today it expects second-quarter earnings from operations to be $0.02 a
share.
This would compare to the current First Call consensus estimate of $0.08 a
share. The company expects to report full financial results for the second
quarter after the close of market on Tuesday, July 18th.
John Ryan, Entrust Technologies president and CEO, noted, "Our second-quarter
results were affected by delays in closing PKI system extension sales. The issue
here is simply revenue timing, not lost business."
"I remain optimistic about Entrust Technologies prospects for the remainder of
2000 and beyond," Ryan said. "Our successful June 26th merger closure with
enCommerce positions us well to deliver world-class e-business solutions to both
the B2B and B2C global marketplaces."
Entrust said that revenues for the quarter, which ended June 30, will be up
substantially from $19.8 million in revenues recorded in the second quarter of
1999 and slightly above first-quarter 2000 revenues of $29.1 million.
About Entrust Technologies, Inc.
Entrust Technologies, Inc. (Nasdaq:ENTU) is the global leader in solutions that
bring trust to e-business relationships by securing and managing the
transactions that constitute e-business. Through the industry's most
comprehensive portfolio of trusted e-business infrastructure solutions, Entrust
Technologies enables customers to secure their B2B, B2C and internal enterprise
transactions and communications, as well as to manage the e-business portals
through which these transactions take place. Today Entrust serves more than
1,500 customers worldwide. Entrust Technologies pioneered the public-key
infrastructure (PKI) and digital certificate solutions that provide security for
business transactions and communications over the Internet. Entrust Technologies
is based in Silicon Valley, Ottawa, Canada and Plano, Texas and has offices
around the world. For additional company information please visit
www.entrust.com.
The preceding discussion of expected future results may constitute
forward-looking statements. Actual results could differ from expected results
due to various business risk factors which have been explicitly discussed in the
company's recent filings with the Securities and Exchange Commission.
Entrust is a registered trademark of Entrust Technologies Inc. in the United
States and other countries. In Canada, Entrust is a registered trademark of
Entrust Technologies Limited. All Entrust product names are trademarks of
Entrust Technologies. All other company and product names are trademarks or
registered trademarks of their respective owners.
http://www.uptotrade.de/htindex.htm
Ich habe ja schon viele Übertreibungen gesehen. aber das ist jetzt echt die Krönung.
Ich möchte ja nicht wissen, was passiert, wenn jemand mal wieder merkt, dass die Biotechfirmen in nächster Zukunft noch keinen Gewinn abwerfen...
Ein ziemlich genervter
Hans Dampf
Kicky: Nochmal Salomon Smith Barney und der Absturz von AMD,Texas Instruments,National Semic
05.07.00 22:39
New York, July 5 (Bloomberg) -- Texas Instruments Inc., Advanced Micro Devices Inc. and National Semiconductor Corp. fell after Salomon Smith Barney Inc. analyst Jonathan Joseph said semiconductor shipments will slow and prices will decline.
Texas Instruments dropped 5 1/8 to 63 7/8 and Advanced Micro tumbled 9 9/16 to 74 1/2 on the New York Stock Exchange. Silicon Storage Technology Inc. slid 15 1/16 to 83 15/16. Joseph said inventories are rising and cut his ratings on the stocks. Intel Corp., the world's biggest chipmaker, fell 5 1/4 to 131 5/8.
Chipmakers' shares had risen 35 percent this year before today, making the Standard & Poor's Electronics Semiconductors group the fourth-best performer in the S&P 500 Index. Joseph said sales growth forecasts for cell phones have fallen in the past month and the chips that power them are cheaper and more plentiful after months of shortages.
``This is the first time we've heard anything negative about semiconductors in 18 months,'' J.P. Morgan Securities analyst Terry Ragsdale said.
Intel is the best-performing member of the Dow Jones Industrial Average this year, rising 60 percent. Advanced Micro is No. 2 in the Standard & Poor's 500 Index after more than doubling in 2000.
Joseph lowered his recommendation on Advanced Micro, National Semi and Texas Instruments to ``outperform'' from ``buy'' and reduced Silicon Storage to ``neutral'' from ``buy.''
National Semi shares fell 8 3/16 to 49 15/16. Applied Materials Inc., the No. 1 supplier of chipmaking equipment, dropped 9 1/8 to 83 7/16. Micron Technology Inc., the biggest U.S. maker of computer-memory chips, fell 7 5/16 to 83. TelCom Semiconductor Inc., which builds digital-to-analog converters and chips, dropped 9 1/2 to 31 3/4.
Boom and Bust
Chip and semiconductor-equipment makers historically have operated in a boom-and-bust cycle of supply and demand. Two years ago, chip-equipment companies were struggling as semiconductor makers spent less on new tools because of an abundant chip supply.
Since then, shortages of components including flash memory and tantalum capacitors used in cell phones had led to price increases for the tiny devices.
Now, manufacturers are beginning to increase capacity and prices are starting to fall, Joseph said. Spot prices for some tantalum capacitors, which regulate electricity in a circuit, have fallen to 65 cents each from $1.00.
``The sector is likely to see peak capital spending growth rates this year, which has closely correlated with cyclical shipment peaks in the past,'' Joseph wrote. He said the slowdown may take six to nine months to roll through the chip industry.
Too Early?
Other analysts said it's too early to predict a slump.
``All of us are trying to figure out when the end of the cycle is coming,'' Ragsdale said. ``When it comes, it's going to be a train wreck. But it seems very early to me.''
Most analysts said supply will be tight for the foreseeable future and that smaller chipmakers will feel any crunch first.
``I am still hearing stories of extreme desperation,'' said SG Cowen's Rick Billy. ``I am hearing about people who can't get any tantalum capacitors and are having to shut down production lines.''
Sinngemäß: Preise sind so hoch, wie nach dem Ausfall der Produktionsstätten in Taiwan und Händler müssen sich mit Lieferzahlen von z.T 50(!) Einheiten zufriedengeben.
Wenn so die Krise in der Chipindustrie aussieht, dann will ich nicht wissen, wo die Aktien stehen, wenn es wirklich langsam abflaut...
Gruß Dampf
Kicky: Erinnerst Du Dich noch an den Misserfolg von Infineon letztes Jahr,an die abgestürzte
05.07.00 23:05
Wider Erwarten deshalb, weil die Zyklen normalerweise wesentlich kürzer sind.
Gruß Dampf
Kicky: Natürlich war das eine Überreaktion-es gibt ja auch andere Meinungen von Analysten
05.07.00 23:35
Ich werde wohl meine Techwerte glattstellen - an der Marktstimmung vorbei kann man nun mal nicht handeln, selbst wenn die Fundamentals noch stimmen.
Laut Kommentar im instock.de gibt es auch charttechnische Verkaufssignale (Doppeltop im Philadelphia Semiconductor Index).
Mal schauen was der Abend bringt...
Gruß Dampf
hexe: letzte Woche gab es noch Kaufempfehlungen für den Chipsektor. Ich bin überzeugt,
06.07.00 10:35
Dabei habe ich die eine oder andere Chipaktie (Broadcom nach 30% Verlust) verloren.
Das hat sich im nachhinein als großer Fehler herausgestellt.
Wartet mal ab, in einigen Tagen wird ein Brokerhaus sagen, daß es sooo
düster gar nicht aussieht und die Dinger zum Kauf empfehlen.
Q-Zahlen:Motorola 11.7.,Altera 13.7., PMC Sierra 14.7., Intel 18.7., AMD 19.7. Mal sehen wie die Zahlen und Aussichten sind.Dann wird es
reichlich Kommentare geben.
Ich sehe für AMD jedenfalls eine recht positive Zukunft, obwohl natürlich mit ein paar dämlichen Analysen und genereller negativer Stimmung auch nicht viel gehen wird.