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Hallo Neunelfer, bezüglich Deiner Frage, wie Avanex im Vergleich zu Mitbewerbern aufgestellt ist, hier die Kopie eines Beitrages von Stanford58 aus dem AvanexYahoo Board, Message-Nummer 136332 (15.03.06): "- P/S (price/sales) ratio only 2.49 compared to 4.4 for FNSR and 6.5 for JDSU. See the competitor info in Yahoo http://finance.yahoo.com/q/co?s=AVNX - AVNX number of employees is 692 compared to 2500 for FNSR and 6800 for JDSU. Their revenue per employee is much greater. - AVNX consolidated all their manufacturing to low cost China and just kept prototype operations at design facilities - Strengthened their balance sheet with the recent stock offering. This was sore point for them. Of course this diluted the shares, but the # of shares is still significantly less than FNSR or JDSU - Good product portfolio with recent product announcements - Good customer base Alcatel, Cisco, .... - Insider buying. CEO bought 200,000 shares in Dec 05. See Yahoo insider trading. He probably saw good value. They haven`t made money yet, but with all the changes they made I think they should start making money in couple of quarters. I think their fair value should be around $4 or more until they announce their results for this quarter. If they are good and show progress it will go higher otherwise may get stuck at or go down. They have good momemtum and hopefully will show good results going forward." ginger_cat |
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| aus der Diskussion: | Avanex zum Kauf empfohlen KZ 4 USD jetzt ca.92 cent |
| Autor (Datum des Eintrages): | ginger_cat (16.03.06 15:33:39) |
| Beitrag: | 43 von 103 (ID:20735663) |
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