Seagatte - ein Marktführer auf der Gewinnerstrasse - 500 Beiträge pro Seite

[Balsam]

grade in den USA gefunden:

Data storage has had a rough time of it so far this year. The group has been hampered by slow consumer electronics spending in a generally weak macroeconomic environment, and there has been pressure on profit margins for many industry names as well. When combined, these factors have played a villainous role in a 25% sector slide so far in 2008. Looking longer term, however, the industry\'s prospects don\'t look too bad. According to IDC, an industry research group, spending for data storage hardware revenue should grow about 3% annually through 2011, while software storage sales should run at about an 11% clip for the same time period. Business spending for data storage should be especially strong. The growing need for financial services compliance and risk management means that more data must be stored for much longer periods of time. The practice of data mining continues to grow.

Und Seagate hat dafür die derzeit größte Festplatte mit 1,7 Terabyte angekündigt.
http://speicherguide.de/Default.aspx?TabId=114&articleType=A…

Denke, dass Seagate als Festplattenmarktführer mittel- und langfristig der klare Gewinner dieses Trends sein müsste.
Kurzfristig kanns natürlich auch mal nach unten gehen, wie derzeit.

[Borger52]

Antwort auf Beitrag Nr.: 34.692.614 von Balsam am 09.08.08 13:26:42

...bitte doch mal einen mod deines vertrauens den titel zu berichtigen, war gerade wirklich irritiert...

[Balsam]

Uhh, shit, sollte in der Überschrift natürlich Seagate heißen.
hab mich aber noch nie an einen Mod gewandt.
Deshalb saudumme Frage: Wie macht man das?

[wertsteigerung]

Seagate kann Erwartungen übertreffen
Scoots Valley (aktiencheck.de AG) - Die Seagate Technology Inc. (ISIN KYG7945J1040/ WKN 164367) hat am
Leser des Artikels: 275

Scoots Valley (aktiencheck.de AG) - Die Seagate Technology Inc. (ISIN KYG7945J1040/ WKN 164367) hat am Dienstag nach US-Börsenschluss die Zahlen für das vierte Fiskalquartal 2007/08 vorgelegt. Der Festplattenhersteller konnte dabei den Umsatz deutlich steigern, während der Gewinn rückläufig war. Die Erwartungen wurden dennoch übertroffen.

Der Nettogewinn belief sich in den vergangenen drei Monaten auf 160 Mio. Dollar bzw. 32 Cents je Aktie, nach 541 Mio. Dollar bzw. 96 Cents je Aktie im Vorjahr. Das bereinigte EPS lag bei 44 Cents. Analysten hatten im Vorfeld ein EPS von 42 Cents erwartet.

Die Umsatzerlöse beliefen sich auf 2,9 Mrd. Dollar, nach 2,74 Mrd. Dollar im Vorjahreszeitraum. Die durchschnittliche Analystenerwartung hatte im Vorfeld bei 2,89 Mrd. Dollar gelegen.

Für das laufende erste Fiskalquartal 2008/09 erwarten die Analysten ein durchschnittliches EPS von 58 Cents und Umsatzerlöse von 3,23 Mrd. Dollar. Seagate selbst erwartet ein bereinigtes EPS von 20 bis 26 Cents sowie Umsätze von 3,15 bis 3,30 Mrd. Dollar.

Die Aktie von Seagate schloss heute an der NYSE bei 17,30 Dollar. Nachbörslich gewinnt der Titel 1,11 Prozent auf 17,26 Dollar. (15.07.2008/ac/n/a)

[Balsam]

Seagate interessiert sich für Sandisk.
Heißes Gerücht aus den USA.
Sandisk ist zwar teuer, aber man könnte es sich leisten.

http://www.speicherguide.de/Magazin/StorageNews/tabid/114/ar…

Ich persönlich halts nur für ein Gerücht. Seagate müsste sich bis aufs Hemd ausziehen, um das zu stemmen.
Aber bei den Amis weiss man ja bekanntlich nie

[wertsteigerung]

Neueste Pressemitteilung von Seagate.
Obs was bringt?


Seagate wechselt zum NASDAQ Stock Market

MÜNCHEN — 28. August 2008 — Seagate Technology (NYSE:STX) wechselt zum 16. September 2008 seine Börsennotierung von der New York Stock Exchange zum Nasdaq Stock Market, der Börse der NASDAQ OMX Group, Inc. (NASDAQ: NDAQ). Seagate Technology wird im NASDAQ Global Select Market gelistet sein und an der Börse mit dem Tickersymbol NASDAQ: STX gehandelt.

"Wir freuen uns sehr auf den Wechsel zum NASDAQ und erwarten, dass diese beeindruckende Handelsplattform hilft, Investoren in den Hauptmärkten rund um den Globus zu erreichen", sagt Bill Watkins, CEO bei Seagate. "Mit diesem Schritt stellen wir sicher, dass unsere Investoren einen Zugriff auf schnelle, hochqualitative Abschlüsse in einer für Seagate kosteneffektiveren Struktur haben. Wir freuen uns, zu dieser bemerkenswerten Gruppe von führenden Technologieunternehmen zu gehören, die bereits im NASDAQ gelistet sind."

"Seagate ist eines der führenden Unternehmen, und wir sind begeistert über die Entscheidung, in unseren Markt zu wechseln. Wir begrüßen Seagate in der NASDAQ-OMX-Familie innovativer Unternehmen und unterstützen das weitere Wachstum, indem wir für eine weltweite Sichtbarkeit und einen überdurchschnittlichen Wert ihrer Börsennotierung sorgen", sagt Magnus Böcker, President bei NASDAQ OMX.

circa 1.300 Zeichen

Seagate Technology ist führend bei der Entwicklung, Herstellung und Vermarktung von Festplatten und Speicherlösungen – das Produktportfolio umfasst eine Vielzahl von Lösungen für die Bereiche Enterprise, Desktop, Mobile Computing, Consumer Electronics und Branded Solutions. Seagate setzt auf ein Geschäftsmodell, das Technologieführerschaft und optimierte Fertigung kombiniert, um Innovationen und hohe Qualität für seine Kunden in aller Welt zu erreichen. Das erklärte Ziel von Seagate ist es, in allen Märkten der Hersteller mit der kürzesten Produkteinführungszeit zu sein, um ausgezeichnete Produkte und exzellenten Kundenservice mit höchster Zuverlässigkeit anzubieten und die weltweit wachsende Nachfrage nach Datenspeicherlösungen zu erfüllen. Im World Wide Web findet man Seagate unter http://www.seagate.com/.

Seagate Technology LLC. All rights reserved. Printed in USA. Seagate, Seagate Technology and the Wave logo are registered trademarks of Seagate Technology LLC in the United States and/or other countries.

[daniel80m]

im artikel von der aktionär steht geschrieben, dass seagate ins visier von käufern geraten wäre.
bei einem kuv von 0,25 und kgv von 9 ist die aktie sehr attraktiv.
wer hat mehr infos über den titel?

[wertsteigerung]

Da kann schon was dran sein. Niedrige Bewertungen locken immer Aufkäufer an. Womöglich mit ein Grund, warums vor ein paar TAgen überraschenden CEO-Wechsel gab:
http://www.speicherguide.de/Magazin/StorageNews/tabid/114/ar…

Ärgerlich grad, dass ein paar Seagate-Laufwerke von Ausfällen geplagt sind. Ist aber Firmwarefehler, der mit Update behoben werden kann:
http://www.speicherguide.de/Magazin/StorageNews/tabid/114/ar…

[wertsteigerung]

Geschasster Seagate-CEO Bill Watkins taucht bei dem Startup Vertical Circuits auf:
http://venturebeat.com/2009/05/01/chip-stacking-startup-taps…

[Balsam]

Es wird nochmal restrukturiert.
1100 Leute müssen gehen. ist verkraftbar für so eine große Firma. ABer trotzdem.
http://www.seagate.com/ww/v/index.jsp?locale=en-US&name=seag…

[Balsam]

Seagate wird grad herausgestellt im TSI-Depot von "Der Aktionär" wegen auffälliger Trendstärke.
Man solls nicht für möglich halten

[seeinvestor2]

Antwort auf Beitrag Nr.: 38.391.672 von Balsam am 16.11.09 00:23:17

Der Trend is your friend!

KGV 5 , it looks for 2010 KGV 4

Dividende!!

15 % in 6 Wochen nur dem Trend folgend

[Balsam]

67 WALL STREET, New York - April 16, 2010 - The Wall Street Transcript has just published its Data Hosting & Data Storage Report offering a timely review of the sector to serious investors and industry executives. This Special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling [phone] or via The Wall Street Transcript Online.

Topics covered: Cloud Computing - Managed Hosting - Colocation Data Storage - Trend To Outsource Data To Reduce Costs - Equinix Acquisition of Switch & Data - M&A Activity Forecast - Increased Demand For Data Storage - Next-Generation Technologies - Improved Virtual Security

Companies include: Amazon.com (AMZN); Neutral Tandem (TNDM); 3PAR (PAR); Akamai (AKAM); Cbeyond (CBEY); Compellent (CML); DuPont Fabros Technology, Inc. (DFT); EMC (EMC); Equinix (EQIX); Hewlett-Packard (HPQ); Imation (IMN); Internap (INAP); Iowa Telecom (IWA); Knology (KNOL); Limelight (LLNW); and many more.

In the following brief excerpt from the Data Storage Report, expert analysts discuss the outlook for the sector and for investors.

Mark Kelleher is a Managing Director and Senior Analyst at Brigantine Advisors. He spent 15 years on Wall Street as a sell-side analyst before joining Brigantine Advisors, where he focuses on enterprise infrastructure. His past experience includes Senior Analyst roles at such firms as Tucker Anthony, First Albany and Canaccord Adams. Mr. Kelleher spent seven years as a Hardware Engineer, designing ASICs for Digital Equipment Corporation. He has an MBA from Boston University, and a B.S. in computer and systems engineering from Rensselaer Polytechnic Institute.

TWST: What is your overall outlook for companies in the data storage space?

Mr. Kelleher: I cover the enterprise infrastructure sector, and that really has a couple of themes behind it. One is that the data center is going to be automated, it's going to be virtualized, and then it's going to be outsourced. All my coverage enables one of those themes. There are two wings of that coverage: one is the product side and one is the managed services side. On the managed services side, it's companies like Terremark (TMRK), SAVVIS (SVVS), Rackspace (RAX), Equinix (EQIX), Akamai (AKAM) and Limelight (LLNW); companies that are getting paid on a contract basis to provide a service - it might be colocation, it might be CDN, it might be managed hosting, it might be cloud services - to enterprise customers, to government customers. And the equipment that they use, the platforms that they use to base those services on, come from the other wing of my coverage, that's the product side. So it will come from a 3PAR (PAR) or EMC (EMC).

A lot of these storage companies have done some remarkable things to get their equipment to handle a virtual environment, to be well suited for a cloud environment. VMware (VMW) and EMC are very tightly connected because EMC owns most of VMware, so those two companies are doing some interesting things. Most of the cloud infrastructures that SAVVIS uses or Terremark uses will implement a VMware-type solution. In fact, VMware owns 5% of Terremark. So there is a tight symbiotic relationship going on between the product providers and the service providers. Far beyond just a single-digit growth rate that you're going to see in IT typically in a year, you're going to see much faster growth rates from the companies that are addressing the cloud computing market. Cloud computing gets thrown around probably more than any other name, but there really is a concept out there that is important to keep an eye on. It is the outsourcing basically of an IT infrastructure. Utility computing is another way to look at it, where you're just plugging into the wall, and you're paying based on however many computes you use, or however much storage bytes you use.

TWST: You mentioned government outsourcing due to cost. I'm curious what impact, if any, the recession has had on the industry. How did these companies respond to the general economic slowdown? Have customers cut spending in this area, or are they outsourcing more as a cost-saving measure?

Mr. Kelleher: You hit it right on the head with the last one. They are outsourcing more because of the difficulty and the expense of putting up their own data centers. That has driven more and more business to the colocation and managed services providers. There have been some side effects in some instances. With SAVVIS, for example, there has been some competition for the financial services business and vertical that they focus in. There is competition that's been trying to pull some of that business away, and in a recession, they are very aggressive in trying to get that business. It also had a big effect on the stock prices when the economy seized up because a lot of these companies that put up buildings do it with debt.

They put out convertible bond offerings, they raise money on a pretty regular basis, and they put up buildings and they get the cash flow off of that, and then they pay down with the cash. When the debt market seized up, it looked like these companies would be unable to roll over their debt and would be unable to get access to more capital to continue the growth. So you saw Equinix, for example, go from $100 to $35 within just a few months. But as the debt markets unfroze and as the companies themselves demonstrated that they have the capacity to continue growing off of their internal cash flow, the stock prices came back up. And then as soon as things calmed down, many companies went out and raised more capital. Equinix did it and Terremark did it; they raised $400 million.

The Wall Street Transcript is a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs and research analysts. This Special issue is available by calling [phone] or via The Wall Street Transcript Online .

The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations.

[seeinvestor2]

Antwort auf Beitrag Nr.: 39.352.787 von Balsam am 16.04.10 18:25:15

Needham & Company analysts Richard Kugele and Sean K.F. Hannan reiterated their Strong Buy rating for Seagate Technology (Nasdaq: STX) and raised the price target to $40 from $36.

The analysts pointed to the strong fiscal 3rd quarter results from Seagate Technology of $3.05 billion in revenues that easily beat original guidance and consensus estimates.

They also noted that while total unit shipments were up, operating expenses were down.

The Needham & Company analysts wrote, "the reality distortion field surrounding bear arguments on Seagate and the drives took another hit last night, with record units, better than expected margins, pricing and inventory. Similarly, guidance was also strong for June (especially gross margin) proving that industry conditions continue to be robust, and should remain so for the seasonal 2H. With the June quarter, and the trough in terms of data points, now behind the company, we encourage investors to aggressively purchase the shares. We reiterate our Strong Buy and raise our price target to $40 from $36 based on 10x C2010 EPS of $3.98."

Let´s go!

[Balsam]

Yes, es kommt Bewegung rein.