M-Systems Flash: Kurs-Rallye hat begonnen!! - 500 Beiträge pro Seite

[Balubine]

M-Systems Flash ist heute (5.4.06) in der ersten Handelsstunde an der Nasdaq um mehr als 8% gestiegen. Der Umsatz war 3,5 Millionen Stück, Umsatz ca. 69 Millionen US-Dollar, wohlgemerkt: in EINER Stunde!

Es waren ca. 9800 Kursfeststellungen, woraus sich ein Durchschnitt pro Order von (69.000.000 / 9800 = ) ca. 7000,- US$ errechnet.

Falls jemand der Meinung ist, dass das nichts zu bedeuten hat, dass hier nicht der Startschuss zu einer Kurs-Rallye gegeben wurde, dann bitte ich den- oder diejenigen recht herzlich, mir das zu begründen.

Ich denke, dass bei dieser Aktie noch viel mehr drin ist....

Hier die Börsenkürzel: Nasdaq FLSH.NAS, WKN in D 886216, ISIN USM7061C1001

Zum Kursanstieg gibt es natürlich auch eine Meldung:

http://www.thestreet.com/_tscrss/tech/semis/10277515.html

Auszug aus der Meldung:
The flash memory company expects sales to exceed the high end of its previous guidance, which called for $140 million to $170 million. Analysts surveyed by Thomson First Call were expecting sales of $156.9 million in the quarter.

M-Systems said first-quarter earnings, excluding items, will top its previous guidance for 16 cents a share. Analysts were expecting earnings of 21 cents a share, on average.

Grüßle
Balubine

PS: und noch'n Link: http://finance.yahoo.com/q?s=flsh

[Balubine]

ein wunderschönes Hallo an alle Frühaufsteher!

M-Systems Flash (auch M-SYS FLASH), hat gestern, 5.4.06, an der NASDAQ um fast 11% zugelegt bei einem Umsatz von 156 Millionen US-Dollar.

Die Aktie hat ein KGV von 20 (2006e), Marktkapitalisierung 849,75 Mio. EUR.

Hier die Börsenkürzel: Nasdaq FLSH.NAS, WKN 886216, ISIN in USA: USM7061C1001, ISIN für D: IL0010829088.

Hinweis auf andere Threads: Thread: Wann wird die Harddisk durch Flash-Speicher ersetzt?.

Die letzte mir bekannte Nachricht:
http://www.thestreet.com/_tscrss/tech/semis/10277515.html" target="_blank" rel="nofollow ugc noopener">http://www.thestreet.com/_tscrss/tech/semis/10277515.html


Kursdaten in USA:http://finance.yahoo.com/q?s=FLSH" target="_blank" rel="nofollow ugc noopener">http://finance.yahoo.com/q?s=FLSH


Kursdaten in D:

Grüßle
Balubine

[Balubine]

Nachtrag Kursdaten in D:
http://www.wallstreet-online.de/aktien/9890/chart.html

[Balubine]

msystems Reports $219 Million in Revenues and Pro Forma Earnings Per Share of 21 Cents for the First Quarter of 2006
Wednesday April 26, 8:45 am ET
Company expects revenues to approach 1 billion dollars in 2006


KFAR-SABA, Israel--(BUSINESS WIRE)--April 26, 2006--msystems(TM) (Nasdaq: FLSH - News), a leader in smart personal storage, today announced financial results for the first quarter ended March 31, 2006.
GAAP financial highlights for the first quarter:

Revenues were $219.1 million, an 87 percent increase compared with the first quarter of 2005
Gross margins were 20.4 percent
Net income was $7.1 million, or $0.17 per share on a fully diluted basis
Pro forma financial highlights for the first quarter, excluding the effects of stock based compensation expenses, amortization of intangible assets related to an acquisition, a one time gain from the sale of an investment and the related tax effects:

Revenues were $219.1 million
Gross margins were 20.6 percent
Net income was $8.7 million, or $0.21 per share on a fully diluted basis
As a result of the consolidation of the venture with a flash partner, first quarter revenues, cost of goods sold and operating income increased by $24 million, $15 million and $9 million, respectively, which were off-set by a minority interest of $9 million, resulting in the consolidation having no effect on net income or earnings per share.

Commenting on the results, Dov Moran, President and Chief Executive Officer of msystems, said, "We are very pleased with our results for the first quarter of 2006, in which we achieved revenues and net income well above our initial expectations despite difficult market conditions and seasonal weakness. This quarter we demonstrated the strength of our business model, which enables us to show strong performance even in a challenging environment through the effective use of our sales channels and our supply agreements, which provide us access to flash capacity at competitive prices, as well as the effective management of our inventory."

He continued, "We remain focused on our two primary target markets - the USB Flash Drive (UFD) and mobile markets. In the UFD market, U3 continues to gain traction worldwide as evidenced by our recent launch of U3 Smart Drives in Japan. In the first quarter, we also saw our first sales of mTrust (formerly Xkey) to Fortune 500 companies. In the mobile market, we are receiving positive feedback from customers for our new multi-sourced H3 mDOC and are beginning to see our first design wins. We also announced at 3GSM the commercial launch of 512 megabyte high density SIM cards with Orange and Oberthur."

Mr. Moran concluded, "As evidenced by the results of the first quarter, the demand for our products continues to be strong and we remain very optimistic that 2006 will be another successful year of exceptional growth for msystems. We believe that our people, technology, products and strategy position us well, and will drive our revenues in 2006 to approach the one billion dollar mark."

msystems will host a conference call to discuss its financial results and other matters discussed in this press release, as well as provide an update on the Company's outlook for 2006, at 10:00 a.m. EST today, April 26, 2006. The call will be available live on the Internet at www.m-systems.com and www.kcsa.com. Following the call, the webcast will be archived for a period of 90 days. A replay of the call will be available beginning at approximately 12:00 p.m. EDT, April 26, 2006, until May 1, 2006 at 11:59 p.m. To access the replay, please call [phone]; ID Code: 7251964.

About msystems

msystems has been transforming raw flash material into smarter storage solutions since 1989. From embedded flash drives deployed in millions of mobile handsets to U3 USB smart drives designed for leading global brands, msystems creates, develops, manufactures and markets smart personal storage solutions for a myriad of applications targeting high growth markets. msystems' product lines include:

mDrive (formerly DiskOnKey®) U3 USB smart drives for personal, portable computing
mDOC embedded flash drives for mobile handsets and consumer electronics devices
mSIM MegaSIM® series high-density SIM cards and mSIM M.MAR® series SIM cards and highly secure cards (available both from msystems and its subsidiary Microelectronica)
mCard, high-quality memory cards for mobile handsets and digital cameras
mTrust (formerly Xkey®) end-to-end enterprise access, control and management solution for USB flash drives and other removable media
mSSD (formerly FFD(TM)) rugged solid state disks for mission-critical applications
mModule (formerly DiskOnChip® modular family) modular flash storage for embedded systems
mSafe (formerly SuperMAP® family) secure hardware and software crypto cores
More information is available online at www.m-systems.com. msystems. made smarter.

All company and product names mentioned may be trademarks or registered trademarks of their respective holders and are used for identification purposes only. msystems is incorporated as M-Systems Flash Disk Pioneers Ltd.

This press release includes forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, including statements about our business outlook for the year 2006, that our based on our current expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, as they are subject to various risks and uncertainties which may cause actual results to vary significantly. These risks include, but are not limited to: the effect of global economic conditions in general and conditions in M-Systems' industry and target markets in particular, shifts in supply and demand, difficulty in predicting the level of sales by our venture with a flash partner, market acceptance, the impact of competitive products and pricing, product development, commercialization and technological difficulties, and capacity and supply constraints including dependence on flash component suppliers; changes in M-Systems' and its customers' inventory levels and inventory valuations; timely product and technology development/upgrades and the ability to manage changes in market conditions as needed; market acceptance of new products and continuing product demand; the impact of competitive products and pricing on M-Systems' and its customers' products and markets; the development, release and sale of new products by strategic suppliers and customers; the development and growth of anticipated markets for M-Systems' and its customers' products; and other risk factors detailed from time to time in msystems' filings with the Securities and Exchange Commission. M-Systems assumes no obligation to update the information in this press release and disclaims any obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions, or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements. Reference to M-Systems' website above does not constitute incorporation of any of the information thereon into this press release.

You may register to receive M-Systems' future press releases or to download a complete Digital Investor Kit(TM) including press releases, regulatory filings and corporate materials by clicking on the "Digital Investor Kit(TM)" icon at www.kcsa.com.

Condensed Consolidated Statements of Operations
Reconciliation of GAAP to Pro Forma Results
(U.S. dollars in thousands, except share and per share data)

Three months ended
March 31,
March 31, 2006 2005
---------- ------------------------- ---------- --------
GAAP Adjustments Pro Forma GAAP
---------- ------- -------- -------- ---------- --------
Amort- Gain
ization Stock from
of based sale of
intan- compen- an
gible sation invest-
assets expenses ment
---------- ------- -------- -------- ---------- --------

Revenues $ 219,110 - - - $ 219,110 $116,995
---------- ------- -------- -------- ---------- --------
Costs and
expenses:

Costs of
goods sold 174,348 (90) (189) - 174,069 85,323
Research
and
development,
net 11,121 - (721) - 10,400 7,930
Selling
and
marketing 13,239 (322) (736) - 12,181 7,867
General and
administrative 4,457 - (582) - 3,875 2,291
---------- ------- -------- -------- ---------- --------
Total costs
and
expenses 203,165 (412) (2,228) - 200,525 103,411
---------- ------- -------- -------- ---------- --------
Operating
income 15,945 412 2,228 - 18,585 13,584
Financial
income, net 1,366 - - - 1,366 1,562
Other income,
net 1,184 - - (1,184) - -
---------- ------- -------- -------- ---------- --------
Income before
taxes on
income 18,495 412 2,228 (1,184) 19,951 15,146
Taxes on
income 1,414 144 - (367) 1,191 -
---------- ------- -------- -------- ---------- --------
Income after
taxes on
income 17,081 268 2,228 (817) 18,760 15,146

Equity in
losses of an
affiliate (1,208) - - - (1,208) (963)
Minority
interest in
earnings of
a subsidiary (8,823) - - - (8,823) (8,084)
---------- ------- -------- -------- ---------- --------

Net income $ 7,050 $ 268 $ 2,228 $ (817) $ 8,729 $ 6,099
========== ======= ======== ======== ========== ========
Basic net
earnings per
share $ 0.19 $ 0.00 $ 0.06 $ (0.02) $ 0.23 $ 0.17
========== ======= ======== ======== ========== ========
Diluted net
earnings per
share $ 0.17 $ 0.00 $ 0.05 $ (0.01) $ 0.21 $ 0.16
========== ======= ======== ======== ========== ========

Weighted
average
number of
Ordinary
shares
used in
computing
basic
net earnings
per share 37,596,152 - - - 37,596,152 35,748,892
========== ======= ======== ======== ========== ========

Weighted
average
number of
Ordinary
shares
used in
computing
diluted net
earnings
per share 42,274,887 - 326,282 - 42,601,169 38,915,901
========== ======= ======== ======== ========== ========


Condensed Consolidated Statements of Operations
Reconciliation of GAAP to Pro Forma Results
(U.S. dollars in thousands, except share and per share data)

--------------------------------------
Three months ended December 31, 2005
--------------------------------------
GAAP Adjustments Pro Forma
---------- ----------------- ---------
In-
process Gain
R&D from
write sale of
off investments
---------- ------- --------- ---------
Revenues $ 222,443 - - $222,443
---------- ------- --------- ---------
Costs and expenses:

Costs of goods sold 173,661 - - 173,661
Research and development,
net 10,087 - - 10,087
Selling and marketing 10,098 - - 10,098
General and administrative 3,238 - - 3,238
In-process research and
development write off 2,460 (2,460) - -

---------- ------- --------- ---------
Total costs and expenses 199,544 (2,460) - 197,084
---------- ------- --------- ---------

Operating income 22,899 2,460 - 25,359
Financial income, net 1,765 - - 1,765
Other income, net 6,325 - (6,325) -
---------- ------- --------- ---------
Income before taxes on
income 30,989 2,460 (6,325) 27,124
Taxes on income 156 - - 156
---------- ------- --------- ---------

Income after taxes on income 30,833 2,460 (6,325) 26,968

Equity in losses of an
affiliate (852) - - (852)
Minority interest in earnings
of a subsidiary (4,972) - - (4,972)
---------- ------- --------- ---------

Net income $ 25,009 $2,460 $ (6,325) $ 21,144
========== ======= ========= =========

Basic net earnings per share $ 0.68 $ 0.07 $ (0.17) $ 0.58
========== ======= ========= =========

Diluted net earnings per share $ 0.59 $ 0.06 $ (0.15) $ 0.50
========== ======= ========= =========

Weighted average number of
Ordinary shares used in
computing basic net earnings
per share 36,625,106 - - 36,625,106
========== ======= ========= =========

Weighted average number of
Ordinary shares used in
computing diluted net
earnings per share 42,550,180 - - 42,550,180
========== ======= ========= =========

Please refer to our website at www.m-systems.com for a table which
presents pro forma results adjusted to exclude the effects of the
consolidation of the venture


Condensed Consolidated Balance Sheet
(U.S. Dollars in thousands)

March 31, Dec. 31,
--------- ---------
2006 2005
--------- ---------
ASSETS
Cash, cash equivalents, short-term bank
deposits and marketable securities 159,906 186,334
Trade receivables, net 120,869 131,857
Related party trade receivables 4,637 2,951
Inventories 75,647 76,326
Other accounts receivable and prepaid expenses 12,401 15,153
Severance pay funds 5,021 4,821
Long-term investments and long-term
receivables 5,696 5,922
Property and equipment, net 31,288 29,462
Deferred charges 93,715 71,544
Other assets, net 41,072 41,195
Minority interest in subsidiary - 2,167
--------- ---------
Total assets $550,252 $567,732
========= =========

LIABILITIES AND SHAREHOLDERS' EQUITY

CURRENT LIABILITIES:
Trade payables 84,407 121,792
Excess of losses over investment in equity
method affiliate 3,853 2,646
Deferred revenues 1,333 2,280
Other accounts payable and accrued expenses 26,839 27,705
--------- ---------
Total current liabilities 116,432 154,423
--------- ---------
LONG-TERM LIABILITIES:
Convertible Senior Notes 71,401 71,380
Accrued severance pay 6,249 6,133
Other long-term liabilities 3,994 4,187
--------- ---------
Total long-term liabilities 81,644 81,700
--------- ---------

MINORITY INTEREST IN SUBSIDIARY 2,782 -
--------- ---------
SHAREHOLDERS' EQUITY

Share capital 10 10
Additional paid-in capital 317,782 307,185
Accumulated other comprehensive income 3,953 3,815
Retained earnings 27,649 20,599
--------- ---------
Total shareholders' equity 349,394 331,609
--------- ---------

Total liabilities and shareholders' equity $550,252 $567,732
========= =========



Contact:
msystems
Elana Holzman, [phone]
[e-mail]
or
Investor Relations:
KCSA
Jeff Corbin / Lee Roth
[phone]
[e-mail] / [e-mail]

--------------------------------------------------------------------------
Source: msystems

http://finance.yahoo.com/q?s=flsh

[Balubine]

8:49AM M-Systems beats by 2 cents, beats on top line (FLSH) 30.93 : Reports Q1 (Mar) earnings of $0.21 per share, excluding non-recurring items, $0.02 better than the Reuters Estimates consensus of $0.19; revenues rose 87.3% year/year to $219.1 mln vs the $174 mln consensus.
"As evidenced by the results of the first quarter, the demand for our products continues to be strong and we remain very optimistic that 2006 will be another successful year of exceptional growth for msystems. We believe that our people, technology, products and strategy position us well, and will drive our revenues in 2006 to approach the one billion dollar mark." (Consensus for 2006 revs is $783 mln.)

http://finance.yahoo.com/mp#flsh

Balubine

[Balubine]

M-Systems 1Q Profit Up 16 Percent
Wednesday April 26, 9:45 am ET
M-Systems 1st-Quarter Profit Up As Revenue Surges 87 Percent, Shares Climb


NEW YORK (AP) -- Flash memory drive and card maker M-Systems Flash Disk Pioneers Ltd. said on Wednesday its first-quarter profit climbed nearly 16 percent, driven by a surge in revenue.
Income for the quarter was $7.1 million, or 17 cents per share, up from $6.1 million, or 16 cents per share, last year. Excluding stock option and amortization expenses, income for the quarter was $8.7 million, or 21 cents per share. Revenue for the quarter was $219 million, up 87 percent from $117 million last year.

Analysts polled by Thomson Financial expected the company to earn, on average, 18 cents per share on $167.37 million in revenue.

Looking forward the company said it expects its revenue to approach $1 billion for the year, while analysts currently expect, on average, $769 million in revenue for 2006.

Shares of M-Systems rose $1.78, or nearly 6 percent, to $32.71 in morning trading on the Nasdaq.

http://biz.yahoo.com/ap/060426/earns_msystems.html?.v=1

[Balubine]

28.04.2006
An der NASDAQ plus 9% - Tagesumsatz 155 Millionen USD

Die Rallye geht weiter!

Balubine

[Balubine]

Die Rallye geht weiter!!!
Plus 3% an der Nasdaq!!!

Amir Daniel von WR Hambrecht + Co hat die Aktie mit 5 von 5 möglichen Punkten bewertet!!! http://finance.yahoo.com/q/sa?s=flsh

Gibts hier noch Fragen?? Ich denke nicht!!!

Zugreifen, bevor Frick und Co die Aktie empfehlen!!!

Balubine