Triquint Semi: Schwacher Ausblick - 500 Beiträge pro Seite

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Der Chip-Anbieter TriQuint Semiconductor sieht die Geschäftszahlen für das laufende und für das erste Quartal 2002 am unteren Ende seiner bisherigen Prognosen hereinkommen. Die Produkte werden im Hochfrequenzbereich insbesondere bei Handys eingesetzt.

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Mit einer Privaten Krankenversicherung können Sie Monat für Monat bis 400 DM sparen. Wir ermitteln aus über 35 Gesellschaften und über 1000 Tarifkombinatsmöglichkeiten den für Sie günstigsten Versicherer. Fordern Sie jetzt ihren persönlichen Preis- Leistungsvergleich an.

Unternehmens-Chef Steven Sharp sagte, die Hersteller von Mobiltelefonen verzögerten ihre Aufträge, weil der Umsatz auf dem Handy-Markt weiter schwach ist: „Unsere großen Kunden warten, wie sich das Weihnachtsgeschäft entwickelt. Außerdem wissen sie, dass wir kurzfristig liefern können. Es fühlt sich nicht so an, als seien wir schon auf dem Boden angekommen.“

Dataquest hatte vor einigen Tagen für das dritte Quartal einen Rückgang um 10 Prozent gemeldet , diesen Wert später allerdings wegen falscher Vorjahreszahlen leicht auf 9 Prozent Schrumpfung korrigiert. TriQuint liefert u.a. an Weltmarktführer Nokia und an den Zweiten, Motorola, der deutlich Boden gut machen konnte und insbesondere in China stark positioniert zu sein scheint.

Sharp gab in einer Analystenkonferenz an, dass der Gewinn des vierten Quartals zwischen 4 und 5 Cent liegen werde. Der Umsatz wird zwischen 75 und 80 Mio. Dollar erwartet. Im ersten Quartal 2002 sollen zwischen 70 und 80 Mio. Dollar erlöst werden. Im Schlussquartal und im Gesamtjahr 2001 wird unter Einrechnung von Sonderabschreibungen auf Lagerwerte von etwa 100 Mio. Dollar ein signifikanter Verlust ausgewiesen. Im vierten Quartal des Vorjahres hatte TriQuint bei Umsätzen von 90,3 Mio. Dollar 27 Cent je Aktie verdient.

„Ich bin nicht sicher, ob diese Entwicklung TriQuint-spezifisch ist," sagt Aalok Shah von Pacific Crest Securities. „Die Konsumenten kaufen nicht und deshalb gibt es weiterhin Überbestände in den Lagern.“ Er empfiehlt den Titel zum Kauf. Samuel May von U.S. Bancorp Piper Jaffray hat die Aktie nach der Erklärung des Unternehmens von „kaufen“ auf „neutral“ zurückgestuft.

Immerhin ist die Gesellschaft als Zulieferer von Northrop Grumman Teil des 200 Mrd. Dollar schweren „Joint Strike Fighter“-Programms und wird Komponenten für das zugehörige Radarsystem liefern. Über die Größe des auf Triquint entfallenden Brockens werden keine Angaben gemacht.

Die Aktie verlor im gestrigen Handel rund 12 Prozent auf 17,22 Dollar. Der 52-Wochen-Bereich liegt zwischen 10,25 und 61,56 Dollar.

Autor: Klaus Singer (© wallstreet:online AG),16:44 22.11.2001

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TriQuint Semiconductor, Inc. to Discuss Updated Guidance on Mid-Quarter Conference Call Today
Thursday June 5, 4:05 pm ET


HILLSBORO, Ore.--(BUSINESS WIRE)--June 5, 2003--TriQuint Semiconductor, Inc. (Nasdaq:TQNT - News) will discuss updated financial guidance today during its previously scheduled mid-quarter conference call.
Highlights:

Reaffirming Q2 2003 guidance for revenue, gross margin and recurring operating expenses
Update the impact of a non-cash charge associated with our Richardson, Texas facility lease
Reducing full year revenue and EPS guidance due to a reduction in Asian demand and continued softness in telecom infrastructure markets
Outlook for Q2 and the balance of 2003:

The Company previously forecast its revenue for the quarter ending June 30, 2003, to be flat to up slightly from the $71.7 million recorded in the quarter ended March 31, 2003, its gross margin to improve in the second quarter compared to the first quarter, and its recurring operating expenses for the second quarter to be similar to the first quarter of 2003. At this time the Company is reaffirming its outlook for these items. In addition, the Company expects to record a one-time charge of approximately $3 million for restructuring costs in the quarter. The net impact is that the Company is estimating a loss per share for the second quarter of 2003 between $.11 and $.14. The Company also expects to record a charge in the second quarter of 2003 relating to the restructuring of an operating lease for the Company`s facility in Richardson, Texas. The amount of this charge will not be known until an appraisal is completed later this quarter.

For the full year 2003, the Company is forecasting revenue to be down from the range of guidance last provided on April 24, 2003. Based on the order patterns in the current quarter and the resulting projections for the remainder of the year, the Company has concluded that it will be difficult to achieve the $320 million in revenue projected as the low end of the range of previous guidance for the full year 2003. The Company believes that revenue for the full year 2003 is likely to be between $290 million and $310 million. The reduction in revenue guidance is the result of weaker than anticipated demand in Asia for both handsets and infrastructure and continued softness in telecom infrastructure markets. The Company has undertaken a variety of cost initiatives to reduce its expenses but it does expect to record a larger net loss for the full year than previously forecast due to the lower revenue and the $3 million restructuring charge noted above. The Company believes that its net loss for the full year 2003 could range between $.26 and $.36. In addition, the Company expects to record a restructuring charge for the Richardson, Texas operating lease but the amount of this charge is not yet known.

Ralph Quinsey, President and CEO, stated, "We are commenting on our guidance because we feel strongly about providing transparency to our investors. Although we are meeting our Q2 financial objectives we anticipate a relatively short term, one to two quarter, revenue impact associated with a slow down in demand from Asia and the continuing softness in telecom infrastructure markets will affect our results in the second half of 2003. We will be discussing this and the business trends in more detail today in our conference call."

Conference Call:

The Company will host its regularly scheduled mid-quarter conference call today, Thursday, June 5, 2003, at 2:00 p.m. PDT. Ralph Quinsey will host the call. The call will be simultaneously webcast and investors are invited to listen on the investor relations` page of the Company`s web site, www.triquint.com. Listeners should go to the web site at least 15 minutes early to register, download and install any necessary audio software.

During the call, TriQuint executives will review topics including but not limited to:

Business overview
New products and applications
Industry and technological trends
Organizational topics
Financial overview including guidance for the current quarter and a discussion of business for the balance of 2003
About TriQuint:

TriQuint Semiconductor, Inc. (Nasdaq:TQNT - News) is a leading supplier of high performance products for communications applications. The company focuses on the specialized expertise, materials and know-how for RF/IF and optical applications. The company enjoys diversity in its markets, applications, products, technology and customer base. Markets include wireless phones, base stations, optical networks, broadband and microwave equipment, and aerospace and defense. TriQuint provides customers with standard and custom product solutions as well as foundry services. Products are based on advanced process technologies including gallium arsenide, indium phosphide, silicon germanium, and surface acoustic wave (SAW). TriQuint customers include major communications companies worldwide. TriQuint has manufacturing facilities in Oregon, Texas, Pennsylvania and Florida, production plants in Costa Rica and Mexico, and design centers in New England, Germany and Taiwan. All manufacturing and production facilities are certified to the ISO9001 international quality standard.

TriQuint is headquartered at 2300 NE Brookwood Parkway, Hillsboro, OR 97124 and can be reached at 503/615-9000 (fax [phone]). Visit the TriQuint web site at http://www.tqs.com.

Forward Looking Statements:

This press release contains forward-looking statements made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Readers are cautioned that forward-looking statements such as statements of the Company`s anticipated revenue, operating results and projected earnings per share involve risks and uncertainties. A number of factors affect TriQuint`s operating results and could cause the Company`s actual future results to differ materially from any results indicated in this press release or in any other forward-looking statements made by, or on behalf of TriQuint, including those related to its respective markets, the demand for components for applications such as optical networks and wireless communications, the demand for products utilizing SAW technology, and performance of its manufacturing facilities. TriQuint cannot provide any assurance that future results will meet expectations. Results could differ materially based on various factors, including the Company`s performance and market conditions. In addition, historical information should not be considered an indicator of future performance. Additional considerations and important risk factors are described in TriQuint`s reports on Form 10-K and 10-Q and other filings with the Securities and Exchange Commission. These reports can also be accessed at the SEC web site, www.sec.gov.

The cautionary statements made in this release should be read as being applicable to all related statements wherever they appear. Statements containing such words as "anticipates," "believes," "estimates," "expects," "forecast," "hopeful," "intends," "plans," "projects," or similar terms are considered to contain uncertainty and are forward-looking statements. A reader of this release should understand that it is not possible to predict or identify all risk factors and should not consider the list to be a complete statement of all potential risks and uncertainties. We do not assume the obligation to update any forward-looking statements.



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Contact:
TriQuint Semiconductor, Inc.
Raymond A. Link, 503/615-9435
Fax: [phone]
[e-mail]
or
Fi.Comm
Heidi A. Flannery, 503/203-8808
Fax: [phone]
[e-mail]



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Source: TriQuint Semiconductor, Inc.