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    AXT sieht wieder gut aus - 500 Beiträge pro Seite

    eröffnet am 06.02.06 19:42:51 von
    neuester Beitrag 25.05.08 19:51:17 von
    Beiträge: 77
    ID: 1.038.292
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    AXT
    ISIN: US00246W1036 · WKN: 914410 · Symbol: AHV
    4,6200
     
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    +0,1000 EUR
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     Ja Nein
      Avatar
      schrieb am 06.02.06 19:42:51
      Beitrag Nr. 1 ()
      Seit Oktober 2005 schlägt AXT die Richtung Norden ein :)

      http://www.axt.com/



      Avatar
      schrieb am 06.02.06 20:29:40
      Beitrag Nr. 2 ()
      der weiß wenigstens wohin er will !
      Schau ich nach Deutschland bekomm ich das kotzen. 3 Punkte Minus in Amerika zieht 50 Punkte Minus in Deutschland nach sich. Irgendwie alles Hosenscheißer, die Amis hüsteln und die doofen Deutschen bekommen ne Lungenentzündung.
      Die Leitbörse USA hat Angst vor sich selber.
      Erst euphorisch über 11.000 Punkte, dann kleinlaut zurück auf 10650.
      Allso Amis, entscheidet euch : rauf oder runter, aber nicht mehr so ein Mix. Macht endlich ne klare Linie. Wenn ihr ein Vorbild braucht, schaut euch den ATX an, und wenn ihr den ATX nicht kennt, schaut euch die Börse Österreich an. ( für die doofen )
      Avatar
      schrieb am 06.02.06 20:49:06
      Beitrag Nr. 3 ()
      Sorry - aber hier gehts nicht um den Index ATX sondern um die Aktie ATX :cool:
      Avatar
      schrieb am 14.02.06 21:11:19
      Beitrag Nr. 4 ()
      heute mal wieder 8% :D
      Sonst noch jemand an Board :confused:
      Avatar
      schrieb am 14.02.06 22:06:59
      Beitrag Nr. 5 ()
      AXT, Inc.
      4281 Technology Drive
      Fremont, CA 94538
      Tel: 510.683.5900
      Fax: 510.353.0668
      www.axt.com.
      FOR IMMEDATE RELEASE
      Contacts: John J. Cerilli
      Vice President Global Sales and Marketing
      (510) 683-5900
      Leslie Green
      Stapleton Communications Inc.
      (650) 470-0200
      AXT, Inc. Announces New Corporate Look
      FREMONT, Calif., Feb. 14, 2006 -- AXT, Inc. (NASDAQ: AXTI), a leading manufacturer of compound
      semiconductor substrates, today unveiled its “new look” that includes a redesign of its logo, website and
      corporate materials. The rebranding effort was led by ARGUS, Strategic Communications & Design, a
      San Francisco-based brand design firm.
      The change reflects AXT’s renewed focus on quality, innovation and customer service as well as the
      broadening of its product offering that now includes a wide variety of compound semiconductor substrates
      and a full suite of raw material products.
      “In the past year, AXT has made a number of important changes to the structure and focus of our
      organization in order to improve our performance, expand our product offering and better serve our
      customer base,” said Phil Yin, chief executive officer. “These changes have allowed us to greatly
      strengthen our efforts in the areas of quality and customer care and to renew the tradition of innovation
      that has been a hallmark of our company for the past 20 years. AXT was the first to commercialize VGF
      technology, the technology that has become the industry standard. Our commitment, reflected in our new
      logo, is to provide the gold standard in compound semiconductor products that support a wide array of
      applications and customer requirements. We are proud to unveil our new look and we wish to thank
      ARGUS for their excellent work in articulating our mission statement through visually powerful designs.”
      AXT’s new website, launched today at www.axt.com, features expanded corporate and product
      information as well as an online product ordering tool and a customer satisfaction survey.
      “One of our key focus areas in creating the new website was to provide our current and prospective
      customers with a user-friendly tool to match their design specifications to our extensive product offering,”
      said John J. Cerilli, vice president, global sales and marketing. “We believe that this tool will allow us to
      quickly respond to inquiries and assess customer needs. We are also very pleased to introduce our
      satisfaction survey so that we can continue to improve upon our customer care program.”
      About AXT, Inc.
      AXT designs, develops, manufactures and distributes high-performance compound and single element
      semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium
      (Ge). The company’s substrate products are used primarily in lighting display applications, wireless
      AXT, Inc. Announces New Corporate Look
      Feb. 14, 2006
      Page 2 of 2
      communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for
      manufacturing semiconductor substrates provides significant benefits over other methods and enabled
      AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications.
      AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For
      more information, see AXT’s website at http://www.axt.com. The company can also be reached at 4281
      Technology Drive, Fremont, California 94538 or by calling (510) 683-5900. AXT is traded on the
      NASDAQ National Market under the symbol AXTI.
      About ARGUS, Strategic Communication & Design
      ARGUS is an internationally recognized, fully integrated brand design firm. With over 15 years of
      experience, ARGUS bases its work on a firm understanding of its client’s needs and consistently delivers
      on its promise to express its client’s value proposition through unique, clear and thought-provoking
      communications. No matter what form the final product takes— from print to interactive, packaging to
      exhibit— it all begins with a defined message. ARGUS helps clients by interpreting complex information,
      distilling the big idea and managing the execution of integrated solutions that provide value to the
      organization. For more information please call 415-247-2800 or go to www.argussf.com. The company
      can also be reached at 531 Howard Street, Second Floor, San Francisco, CA 94121.
      ###

      http://www.axt.com/site/files/AXT_Branding.pdf

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      Avatar
      schrieb am 15.02.06 09:59:58
      Beitrag Nr. 6 ()
      heute abend zahlen Q4 2005...geht da was?
      Avatar
      schrieb am 16.02.06 15:59:56
      Beitrag Nr. 7 ()
      Steht bei Euch imer die blöde Werbung oben rechts im Eck?

      Daher nochmal der Chart:
      Avatar
      schrieb am 25.02.06 14:42:50
      Beitrag Nr. 8 ()
      alle schlafen aber mir soll es recht sein.;)
      Avatar
      schrieb am 26.02.06 19:08:21
      Beitrag Nr. 9 ()
      Bin auch dabei seit 1,79 Euro:D

      steigt und steigt und keiner merkts einfach KLASSE:D
      Avatar
      schrieb am 26.02.06 19:58:17
      Beitrag Nr. 10 ()
      Ja, kaum Umsatz in Deutschland. Freitag gerade mal 1800 Stück. Ich habe mich zu 1,76 Oiro vollgesogen:)
      Avatar
      schrieb am 01.03.06 21:44:23
      Beitrag Nr. 11 ()
      Dat Dingens steigt und steigt. :)

      Hier mal als Linienchart:

      Avatar
      schrieb am 01.03.06 23:05:54
      Beitrag Nr. 12 ()
      Das wird noch lecker :kiss:
      Auf zu alter Stärke!!! :D
      Avatar
      schrieb am 01.03.06 23:12:36
      Beitrag Nr. 13 ()
      Und hier die letzten Quartalszahlen. Die Umsätze steigen wieder! Wenn jetzt noch die Margen steigen...:eek:




      AXT, Inc. Announced Fourth Quarter and Annual 2005 Results
      WEDNESDAY, FEBRUARY 15, 2006 4:00 PM
      - PR Newswire


      FREMONT, Calif., Feb 15, 2006 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI) , a leading manufacturer of compound semiconductor substrates today reported financial results for the fourth quarter and fiscal year ended December 31, 2005. The company`s financial statements have been presented to reflect the opto-electronics division as a discontinued operation for all periods presented.

      Fourth Quarter 2005 Results

      Revenue for the fourth quarter of 2005 was $7.7 million compared with $6.2 million for the third quarter of 2005. During the fourth quarter, substrate revenue was $6.1 million compared with $5.6 million in the prior quarter due to higher demands for larger diameter wafers. In addition, revenue from raw materials sales increased to $1.7 million for the fourth quarter of 2005 compared with $600,000 in the prior quarter. The increase of raw materials sales was primarily the result of shipments delayed in the prior quarter, as well as new customer sales.

      Gross margin was 8.4 percent in the fourth quarter of 2005 compared with 18.6 percent in the third quarter of 2005. The 8.4 percent gross margin included year-end inventory valuation adjustments of $573,000, which negatively affected the quarterly gross margin by 7.4 percent.

      Operating expenses were $4.0 million in the fourth quarter of 2005 compared with $3.4 million in the third quarter of 2005. The increase in operating expenses from prior quarter was primarily due to bad debt expense of $293,000 and a restructuring charge of $460,000 in December 2005 to further reduce our Fremont, California facility headcount and to liquidate the remaining assets of AXT`s Japan office.

      The company reported a loss from operations of $3.4 million for the fourth quarter of 2005 compared with a loss from operations of $2.2 million for the third quarter of 2005.

      Net interest and other expense was $286,000 for the fourth quarter of 2005 compared with net interest and other expense of $57,000 for the third quarter of 2005. The company also recorded an income tax benefit of $1.0 million for the fourth quarter of 2005 compared with an income tax expense of $45,000 in the prior quarter.

      Net loss in the fourth quarter of 2005 was $2.7 million or a loss of $0.12 per basic and diluted share, compared with a loss of $2.1 million or a loss of $0.09 per basic and diluted share for the third quarter of 2005.

      Fiscal 2005 Results

      Revenue for fiscal 2005 was $26.5 million compared with $35.5 million for fiscal 2004. Gross margin was 8.3 percent for fiscal 2005 compared with negative 0.7 percent for fiscal 2004.

      Operating expenses were $15.5 million for fiscal 2005 compared with $14.6 million for fiscal 2004. Loss from operations was $13.3 million compared with $14.8 million for fiscal 2004.

      Net loss for fiscal 2005 was $12.2 million or a loss of $0.53 per basic and diluted share, compared with a loss of $13.6 million or a loss of $0.60 per basic and diluted share for fiscal 2004.

      Management Qualitative Comments

      "2005 was an important year of change and accomplishment for AXT," said Phil Yin, chief executive officer. "We successfully resolved the product quality issue that we had experienced during the last two years. We put in place a strong team and we are leveraging their talent and experience to execute an aggressive growth plan.

      "In the next year, our growth will be driven both by the positive effects of these changes and by a growing market that is rapidly evolving in our favor. The industry trend toward compound semiconductor substrates is intensifying as device manufacturers are looking for ways to increase performance and lower power consumption, while incorporating more features and functionality into their devices.

      "Over the next several quarters, we will continue our strong focus on sales penetration and improvements in our manufacturing costs and efficiencies. We are entering the new year with momentum in our sales efforts, significant competitive advantages and positive industry trends. We believe that the strength of our team, the performance of our products and the innovation that has characterized AXT since its inception will position us for renewed growth and excellence in 2006."

      Outlook for First Quarter, Ending March 31, 2006
      AXT projects the following performance for the first quarter of 2006:

      -- Revenue is expected to show normal seasonality and to be between
      $7.1 million and $7.7 million;
      -- Net loss is expected to be between $2.6 million and $2.9 million,
      including stock compensation expense of $225,000; and
      -- Net loss per diluted share is expected to be between $0.11 and
      $0.13.

      Conference Call


      A conference call will be held today at 1:30 p.m. PST. The conference call can be accessed at (973) 935-2100 (PIN 6844940). The call will also be webcast on the Internet at www.axt.com. The webcast will be archived for one year. Replays will be available at (973) 341-3080 until February 22, 2006. Financial and statistical information to be discussed in the call will be available on the company`s website immediately prior to commencement of the call. Management`s accompanying script will be available on the company`s website immediately after the call through February 15, 2007. Additional investor information can be accessed at http://www.axt.com or by calling company`s Investor Relations Department at (510) 683-5900.

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company`s substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT`s website at http://www.axt.com . The company can also be reached at 4281 Technology Drive, Fremont, California 94538 or by calling (510) 683-5900. AXT is traded on the NASDAQ National Market under the symbol AXTI.
      Avatar
      schrieb am 02.03.06 19:15:09
      Beitrag Nr. 14 ()
      steigt und steigt:D
      Avatar
      schrieb am 03.03.06 21:45:24
      Beitrag Nr. 15 ()
      Heute immerhin 10.000 Stück in Deutschland gehandelt. Ganz langsam wird es mehr:)
      Avatar
      schrieb am 05.03.06 15:12:15
      Beitrag Nr. 16 ()
      Welches Kursziel haben wir für 2006?
      Avatar
      schrieb am 15.03.06 13:27:04
      Beitrag Nr. 17 ()
      News Releases
      Print Version
      AXT, Inc. Announces New Corporate Look
      FREMONT, Calif., Feb. 14 /PRNewswire-FirstCall/ -- AXT, Inc. (Nasdaq: AXTI), a leading manufacturer of compound semiconductor substrates, today unveiled its "new look" that includes a redesign of its logo, website and corporate materials. The rebranding effort was led by ARGUS, Strategic Communications & Design, a San Francisco-based brand design firm.

      The change reflects AXT`s renewed focus on quality, innovation and customer service as well as the broadening of its product offering that now includes a wide variety of compound semiconductor substrates and a full suite of raw material products.

      "In the past year, AXT has made a number of important changes to the structure and focus of our organization in order to improve our performance, expand our product offering and better serve our customer base," said Phil Yin, chief executive officer. "These changes have allowed us to greatly strengthen our efforts in the areas of quality and customer care and to renew the tradition of innovation that has been a hallmark of our company for the past 20 years. AXT was the first to commercialize VGF technology, the technology that has become the industry standard. Our commitment, reflected in our new logo, is to provide the gold standard in compound semiconductor products that support a wide array of applications and customer requirements. We are proud to unveil our new look and we wish to thank ARGUS for their excellent work in articulating our mission statement through visually powerful designs."

      AXT`s new website, launched today at www.axt.com, features expanded corporate and product information as well as an online product ordering tool and a customer satisfaction survey.

      "One of our key focus areas in creating the new website was to provide our current and prospective customers with a user-friendly tool to match their design specifications to our extensive product offering," said John J. Cerilli, vice president, global sales and marketing. "We believe that this tool will allow us to quickly respond to inquiries and assess customer needs. We are also very pleased to introduce our satisfaction survey so that we can continue to improve upon our customer care program."

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company`s substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT`s website at http://www.axt.com . The company can also be reached at 4281 Technology Drive, Fremont, California 94538 or by calling 510-683-5900. AXT is traded on the NASDAQ National Market under the symbol AXTI.

      About ARGUS, Strategic Communication & Design

      ARGUS is an internationally recognized, fully integrated brand design firm. With over 15 years of experience, ARGUS bases its work on a firm understanding of its client`s needs and consistently delivers on its promise to express its client`s value proposition through unique, clear and thought-provoking communications. No matter what form the final product takes -- from print to interactive, packaging to exhibit -- it all begins with a defined message. ARGUS helps clients by interpreting complex information, distilling the big idea and managing the execution of integrated solutions that provide value to the organization. For more information please call 415-247-2800 or go to www.argussf.com. The company can also be reached at 531 Howard Street, Second Floor, San Francisco, CA 94121.

      SOURCE AXT, Inc.
      02/14/2006
      CONTACT: John J. Cerilli, Vice President Global Sales and Marketing, of AXT, Inc., +1-510-683-5900; or Leslie Green of Stapleton Communications Inc., +1-650-470-0200, for AXT, Inc.
      Web site: http://www.argussf.com
      Web site: http://www.axt.com
      (AXTI)
      02/14/2006 08:55 EST http://www.prnewswire.com
      Avatar
      schrieb am 17.03.06 19:01:50
      Beitrag Nr. 18 ()
      Im neuen Der Aktionär steht, man soll jetzt verkaufen.:laugh:
      Avatar
      schrieb am 18.03.06 10:04:04
      Beitrag Nr. 19 ()
      [posting]20.772.469 von boulefan am 17.03.06 19:01:50[/posting]verkaufen:cry::cry::cry::laugh:
      Avatar
      schrieb am 29.03.06 20:05:31
      Beitrag Nr. 20 ()
      Alles so ruhig hier.
      Freue mich über den schönen Kursverlauf:lick:
      Avatar
      schrieb am 29.03.06 21:24:21
      Beitrag Nr. 21 ()
      Huuiiii
      heute plötzlich Sprung um 13% (bis jetzt)

      Avatar
      schrieb am 29.03.06 21:26:25
      Beitrag Nr. 22 ()
      Nächster ernstzunehmender Widerstand bei ca. 4,50 Dollar


      Avatar
      schrieb am 29.03.06 21:29:49
      Beitrag Nr. 23 ()
      Sind die 4,50 erst geknackt, ist der Himmel erst mal offen :lick:

      Avatar
      schrieb am 04.04.06 22:15:15
      Beitrag Nr. 24 ()
      Letzter Kurs: 4,26 :D Local-Id: 00246W103
      Veränd. abs.: +0,51 Symbol: AXTI
      Veränd. in %: +13,60 %:D ISIN: US00246W1036
      Avatar
      schrieb am 05.04.06 20:00:39
      Beitrag Nr. 25 ()
      So, jetzt die Ohren anlegen und anschnallen.

      AXT ist am Widerstand von 4,50 Dollar angekommen.
      Zur Zeit ist da ein Deckel drauf. Verkaufsorder von 16.000 Stück für 4,48.

      Entweder bricht der Wert ein oder er geht durch die Decke. Gesund wäre erst mal eine Konsolidierung nach den starken Anstiegen der letzten Monate.

      Mein Bauch sagt aber, das bald richtig Freude aufkommt:lick:
      Avatar
      schrieb am 20.04.06 13:37:27
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 21.092.794 von boulefan am 05.04.06 20:00:39AXT, Inc. Announces First Quarter 2006 Results
      Print This Story Email This Story Save this Link View PR Newswire's RSS Feed Bookmark with del.icio.us
      http://www.axt.com/

      Revenue Increases 10 Percent From Q4 2005

      FREMONT, Calif., April 19 /PRNewswire-FirstCall/ -- AXT, Inc. (Nasdaq:
      AXTI), a leading manufacturer of compound semiconductor substrates today
      reported financial results for the first quarter ended March 31, 2006. The
      company's financial statements have been presented to reflect the
      opto-electronics division as a discontinued operation for all periods
      presented.
      First Quarter 2006 Results
      Revenue for the first quarter of 2006 was $8.5 million compared with
      $7.7 million for the fourth quarter of 2005. During the first quarter,
      substrate revenue was $7.1 million compared with $6.1 million in the prior
      quarter primarily due to our improved quality and higher demands for
      two-inch and six-inch diameter wafers. Revenue from raw materials sales was
      $1.4 million for the first quarter of 2006 compared with $1.7 million in
      the fourth quarter of 2005. Raw materials sales in the fourth quarter of
      2005 benefited from the timing of certain customer shipments that fell from
      the third quarter into the fourth quarter.
      Gross margin was 17.8 percent in the first quarter of 2006 compared
      with 8.4 percent in the fourth quarter of 2005. The 17.8 percent gross
      margin included sales of fully reserved wafers of $569,000, which
      positively affected the quarterly gross margin by 6.7 percentage points. By
      comparison, the prior quarter 8.4 percent gross margin included sales of
      fully reserved wafers of $642,000, or 8.3 percentage points of the
      quarterly gross margins, offset by year-end inventory valuation adjustments
      of $573,000, which negatively affected the quarterly gross margin by 7.4
      percentage points.
      Operating expenses were $3.8 million in the first quarter of 2006,
      compared with $4.0 million in the fourth quarter of 2005. The company
      adopted Statement of Financial Accounting Standard No. 123 (revised) (SFAS
      123R) effective as of January 1, 2006. Under the prior accounting standard
      (Accounting Principles Board Opinion 25 (APB 25)), the company recorded
      compensation expense with respect to equity-based compensation granted to
      non-employees, primarily consultants, on a fair-value basis and with
      respect to equity-based compensation granted to employees based on the
      difference, if any, between the market value of our common stock and the
      exercise price of the options granted as of the date of grant. Under APB
      25, the company was generally not required to record any compensation
      expense in its financial statements related to the issuance of market-value
      priced equity awards to employees. Under SFAS 123R, beginning with the
      first quarter of fiscal 2006, the company began to recognize compensation
      expense for all share-based payments made to employees and consultants
      based on the fair value as of the date of grant. For the first quarter of
      fiscal 2006, the company recorded $258,000 in stock-related compensation
      expense in its consolidated financial statements under SFAS 123R. For the
      first quarter of fiscal 2005, the company recorded $(5,000) of stock-based
      compensation benefit in its consolidated financial statements under the
      prior accounting standard.
      The company reported a loss from operations of $2.3 million for the
      first quarter of 2006, compared with a loss from operations of $3.4 million
      for the fourth quarter of 2005.
      Net interest and other income was $366,000 for the first quarter of
      2006 compared with net interest and other expense of $286,000 for the
      fourth quarter of 2005. Other income included a gain on sale of 100,000
      shares of Finisar stock totaling $376,000. As of March 31, 2006, the
      company continues to hold approximately 1.1 million shares of Finisar. The
      company also recorded an income tax provision of $318,000 for the first
      quarter of 2006 relating to foreign entities, compared with a U.S. federal
      income tax benefit of $1.0 million in the prior quarter.
      Net loss in the first quarter of 2006 was $2.2 million or a loss of
      $0.10 per basic and diluted share, compared with a loss of $2.7 million or
      a loss of $0.12 per basic and diluted share for the fourth quarter of 2005.
      Management Qualitative Comments
      "During the first quarter, we continued strong execution of our growth
      plans with good revenue growth and positive feedback from our customers on
      the quality and consistency of our products," said Phil Yin, chief
      executive officer. "As a result, we posted revenue growth in a quarter that
      has historically been seasonally down. The intensive efforts of our
      operations group have resulted in a significantly improved quality and
      manufacturing process. Most importantly, as each month progresses, we are
      demonstrating to our marketplace that we are able to continually deliver a
      high quality product in volume quantity.
      "As we look ahead, we are energized by the goal of regaining our
      stature in the industry and becoming the number one compound substrate
      supplier in the world. We are participating in a growing market that is
      full of opportunity. We have the most experience and demonstrated
      leadership in VGF technology, as well as rapidly expandable capacity and a
      lower cost-environment in which to produce our products. Further, with our
      sales efforts gaining momentum and significant competitive advantages such
      as our raw material joint ventures, the prospects for our continued growth
      are strong. Our goal is to bring enhanced value to our customers,
      stockholders and employees through revenue and margin increases and
      operating expense reductions that will ultimately lead us to
      profitability."
      Avatar
      schrieb am 20.04.06 14:22:48
      Beitrag Nr. 27 ()
      UPDATE 1-TABLE-AXT Q1 net loss narrows, gives Q2 view
      Wed Apr 19, 2006 5:44 PM ET
      (Adds Q2 outlook)
      April 19 (Reuters) -
      AXT INC. (AXTI.O: Quote, Profile, Research)
      Latest Yr ago qtr
      Loss (diluted, $/shr) 0.10 0.18
      Net loss ($ million) 2.2 4.1
      Revenue ($ million) 8.5 6.6
      *Source: Reuters Estimates
      --The company, which makes semiconductor substrates, said
      for the latest quarter it recorded $258,000 in stock-related
      compensation expense.
      --For the latest first quarter, one analyst had expected
      the company to post a loss of 12 cents a share, excluding
      exceptional items, on revenue of $7.1 million, according to
      Reuters Estimates.
      --AXT expects second-quarter net loss between $1.4 million
      and $1.8 million, or 6 cents and 8 cents per share. Net loss
      includes stock option expense of $275,000.
      --Revenue is expected to be between $8.6 million and $8.9
      million for the second quarter.
      --One analyst expects a loss of 11 cents a share on revenue
      of $7.3 million for the second quarter.
      (Reporting by Rakesh Sharma, Sanjay Vijayakumar in Bangalore)
      Avatar
      schrieb am 25.04.06 13:19:25
      Beitrag Nr. 28 ()
      Antwort auf Beitrag Nr.: 21.254.588 von ehrenwort am 20.04.06 14:22:48:cool:
      Avatar
      schrieb am 04.05.06 22:01:47
      Beitrag Nr. 29 ()
      mal wieder das Datum aktualisieren ...:cool:
      Avatar
      schrieb am 04.05.06 22:25:14
      Beitrag Nr. 30 ()
      :laugh::laugh:
      Avatar
      schrieb am 08.05.06 20:23:16
      Beitrag Nr. 31 ()
      jo:D
      Avatar
      schrieb am 09.05.06 15:16:05
      Beitrag Nr. 32 ()
      Wieder kein Umsatz in Germany.:(

      Haben wir vier alle Aktien aufgekauft:confused:
      Avatar
      schrieb am 09.05.06 22:34:19
      Beitrag Nr. 33 ()
      kennt keiner. Ich bin erst durch Juan Les Pins darufgekommen.
      Wird schon .... mhhh was soll man sonst sagen ...

      Nacht! und Gruß!
      Avatar
      schrieb am 15.05.06 22:36:56
      Beitrag Nr. 34 ()
      Antwort auf Beitrag Nr.: 21.497.313 von Snare am 09.05.06 22:34:19Licht an;)
      Avatar
      schrieb am 08.06.06 22:38:15
      Beitrag Nr. 35 ()
      :cool:
      Avatar
      schrieb am 08.07.06 16:58:44
      Beitrag Nr. 36 ()
      Der GaAs Markt ist groß und wächst...das sollte für AXT so weiter gehen... :D

      http://compoundsemiconductor.net/articles/magazine/12/6/1/1

      Skyworks weighs up capacity dilemma
      Based in Woburn, MA, Skyworks Solutions plans a dramatic increase in its share of the power-amplifier market and is targeting both high-end and ultra-low-cost applications. Michael Hatcher asks Kevin Barber how the company will be able to meet the manufacturing demands.


      MH: What is driving today's high demand for GaAs?


      Kevin Barber

      KB: The replacement market for cellphones is increasingly driven by more complex, high-end handsets that have multimode capabilities such as W-CDMA and GPRS, or W-CDMA and EDGE. This increases not only the unit volume but also the GaAs content of PAs, as well as the volume of PHEMT switches.


      Wirebonders
      Occurring simultaneously towards the lower end, the entire market is expanding at a more rapid pace than we've seen in previous years. This is the result of addressing new geographies, such as in developing countries, where cellphone penetration has been relatively low but the infrastructure is already in place. So, we have many underserved markets in the world where if the phone price can be driven to a low enough point, the entire market can expand. That is something that we've begun to see over the past year - particularly with GPRS, but also some low-end CDMA2000.


      MH: How has this affected Skyworks' GaAs fabs?


      KB: Utilization has remained at nearly full capacity for quite some time, while we have been increasing that capacity. For HBT products, we use a wafer foundry that we have had a relationship with for a number of years now. We have introduced a copy-exact process that gives us both second-sourcing capability as well as flexible capacity, and that has been part of our ability to rapidly expand supply to meet demand.

      We have ongoing investment [and more equipment] at both of our factories, and we are exploring other forms of capacity expansion beyond that. We have been strategically evaluating all of the alternatives for some time, including 6 inch conversions at our own fabs, as well as broader and deeper foundry relationships, and the possibility of acquiring a fab. But none of those decisions is something that we have ready to make public at this point.


      KB: What are the key issues involved in a switch to 6 inch production?


      MH: There are three key parameters. One is the cost of the investment versus return. Second is the time element - none of these projects occurs quickly. Third is continuity of supply - how do we ensure that a project like that satisfies our ongoing requirements? A 6 inch conversion in a wafer fab has the potential to affect our existing production. In the end, it's simply a question of finances, customer satisfaction and timeliness.


      MH: Do you expect to see CMOS PAs taking share away from GaAs?


      KB: Certainly there's been lots of noise in the industry about CMOS PAs over these past couple of years. But there has been no market-share penetration because of performance and reliability, combined with no demonstrable cost advantage with CMOS. We've proved with our low-end PAs that we can deliver price-points at acceptable margins where we compete very nicely with silicon CMOS PAs.

      We do see certain applications where silicon-based switches will play a role, and we are addressing that where required. But we will also continue to see PHEMTs have a big role.


      MH: What will drive your GaAs business aside from handsets?


      KB: I think you'll see us increasingly participate in WiMAX and wireless LAN, using GaAs technology for each of those applications. WiMAX is exciting for what could eventually be a mobile 4G standard, and you'll see us have more to say about that in the future. Cellular infrastructure has been pretty flat, and although we're hoping to see a recovery it is probably too early to say whether there is one - we'll just have to wait and see.
      Avatar
      schrieb am 01.08.06 19:18:46
      Beitrag Nr. 37 ()
      STRATEGY ANALYTICS Forecasts Strong Bulk Substrate Growth Through 2008
      Healthy Market Demand is Double-edged Sword for Bulk Substrate Vendors
      July 31, 2006 -- BOSTON, BUSINESS WIRE -- Strategy Analytics estimates that demand for SI GaAs bulk substrates increased by 16 percent year-on-year in 2005, in the report, "Markets for Semi-Insulating GaAs Substrates 2005-2010." With 2006 representing the starting point for trends towards multi-mode and multi-band cellular handsets that use increasingly complex multifunctional front-end modules, there will be significant demand for GaAs substrates over the 2006-2008 timeframe. The total SI GaAs substrate market will grow to $247 million by 2010.
      In 2005, SI GaAs bulk substrate merchant supply continued to be concentrated in the hands of Freiberger Compound Materials, Sumitomo Electric Industries and Hitachi Cable. AXT continued its efforts to reestablish itself with users as a primary supplier of GaAs bulk substrates. Overall, Strategy Analytics estimates that AXT increased its market share by 2 percentage points in 2005.

      "Despite this healthy growth, GaAs bulk substrate suppliers are facing some tough decisions right now," notes Asif Anwar, Director of Strategy Analytics GaAs and Compound Semiconductor Technologies service. "On the one hand, there is pressure to increase capacity to meet burgeoning demand over the next 18 months. On the other side of the equation is the danger that suppliers will put too much capacity in place now--which increases the risk of commoditizing the market in the future."

      "It wouldn't surprise me if smaller volume customers are being turned away right now so that the market leaders can concentrate on the major consumers," observes Stephen Entwistle, Vice President of the Strategic Technologies Practice at Strategy Analytics. "As a result, we may see a significant change in market share in 2006, with AXT best positioned at this time to mop up excess demand."

      Further analysis of the SI GaAs bulk substrate market is available to clients of the GaAs and Compound Semiconductor Technologies service in the report, "Markets for Semi-insulating GaAs Substrates 2005-2010," found at www.strategyanalytics.com.

      About Strategy Analytics

      Strategy Analytics, Inc. - a global research and consulting firm - provides timely insights and strategic business solutions to companies operating at the convergence of information, communications and entertainment technologies. For more information, see www.strategyanalytics.com



      Copyright Business Wire 2006. All Rights Reserved
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      schrieb am 02.08.06 22:35:59
      Beitrag Nr. 38 ()
      AXT, Inc. Announces Second Quarter 2006 Results
      Wednesday August 2, 4:00 pm ET
      Revenue Increases 22 Percent From Q1 2006


      FREMONT, Calif., Aug. 2 /PRNewswire-FirstCall/ -- AXT, Inc. (Nasdaq: AXTI - News), a leading manufacturer of compound semiconductor substrates today reported financial results for the second quarter ended June 30, 2006. The company's financial statements have been presented to reflect the opto-electronics division as a discontinued operation for all periods presented.
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      Second Quarter 2006 Results

      Revenue for the second quarter of 2006 was $10.4 million, up 22 percent from $8.5 million in the first quarter of 2006. Total GaAs substrate revenue was $8.1 million for the second quarter of 2006, up 20 percent from $6.8 million for the first quarter of 2006. Revenue in the second quarter from indium phosphide substrate sales was $613,000; germanium substrate sales was $169,000 and raw materials sales was $1.4 million.

      Gross margin was 26.6 percent of revenue for the second quarter of 2006. This included a benefit from the sales of approximately $802,000 in fully reserved wafers, which positively affected the quarterly gross margin by 7.7 percent. By comparison, gross margin in the first quarter of 2006 was 17.8 percent. This included a benefit from the sales of approximately $569,000 in fully reserved wafers and a $53,000 reversal of sales returns reserve, which positively affected the first quarter gross margin by a combined 7.3 percent.

      Operating expenses were $4.4 million in the second quarter of 2006 compared with $3.8 million in the first quarter of 2006. This increase was primarily the result of increased sales commissions as a result of higher revenues, additional de-commissioning expenses to close out our U.S. property, professional and legal fees, and severance payments. Stock compensation expense for the second quarter of 2006 was $185,000, compared with $257,000 in the first quarter of 2006.

      Loss from operations for the second quarter of 2006 was $1.7 million compared with a loss of $2.3 million for the first quarter. The improvement in loss from operations was primarily due to the increase of gross profit partially offset by higher operating expenses.

      Net interest and other income for the second quarter of 2006 was $925,000 compared with net interest and other income of $366,000 for the first quarter. Other income in the second quarter included a gain of $1.0 million on the sale of 300,000 shares of Finisar Corporation, compared to a gain of $376,000 on the sale of 100,000 shares of Finisar Corporation in the first quarter.

      Net loss in the second quarter of 2006 was $876,000 or $0.04 per diluted share, compared with a net loss of $2.2 million or $0.10 per diluted share in the first quarter.

      Management Qualitative Comments

      "This has been an excellent quarter for AXT," said Phil Yin, chief executive officer. "Once again, we are pleased to report revenue and earnings that exceeded our expectations. Our sales efforts continue to gain momentum and we are actively engaged in a number of new and returning customer qualifications. Gross margins in the quarter were also above expectations, driven by growing volume, favorable product mix and the benefits of innovative cost-cutting measures, including improvements to our slicing, lapping and polishing processes.

      "Sales of gallium arsenide substrates were particularly encouraging in the second quarter, increasing 20.3 percent from the first quarter. Much of this strength came from growing demand for 2-inch to 4-inch semi-conducting gallium arsenide substrates used in LEDs and for 6-inch semi-insulating gallium arsenide substrates used in wireless handsets, and the overall constrained capacity in the industry.

      "We are encouraged by this growing market demand because we believe that we are in an excellent position to benefit from the opportunity it creates. In addition to having high quality products produced with VGF technology, we have two significant advantages: First, our China production facility allows us to produce substrates in a low cost environment and reach economies of scale at lower volume productions. Also, while demand is increasing, capacity for manufacturing 6-inch substrates is constrained. However, we can rapidly and cost-effectively scale our manufacturing facility to accommodate increased market demand. We have both the manufacturing space and the furnaces required to increase capacity without significant capital expense. In fact, during the second quarter, we increased our capacity for 6-inch substrates by 50 percent and we are planning to add an additional 40 percent to our six-inch capacity by the end of the first quarter of 2007.

      "Over the past year, we have focused tremendous energy into restoring and growing our customer base. The positive results are beginning to show in our continued revenue growth. Our recovery signals our success in consistently providing high-quality products to our customers and is strengthened by the healthy and growing market for our products."

      Outlook for Third Quarter, Ending Sept. 30, 2006

      AXT estimates that its revenue for the third quarter will increase to between $10.5 million and $11.0 million. Also, the company estimates that its net loss per diluted share will be between $0.05 and $0.07, which takes into account stock compensation expense of $600,000 as the company gives out annual grants to its employees.

      Conference Call

      The company will also host a conference call today to discuss these results at 1:30 p.m. PT. The conference call can be accessed at 973-935-2100 (PIN 7565185). The call will also be simulcast on the Internet at www.axt.com. Replays will be available at 973-341-3080 until August 16, 2006. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at 510-683-5900.

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com. The company can also be reached at 4281 Technology Drive, Fremont, California 94538 or by calling 510-683-5900. AXT is traded on the NASDAQ Global Market under the symbol AXTI.
      Avatar
      schrieb am 07.08.06 17:32:23
      Beitrag Nr. 39 ()
      AXT, Inc. to Close the NASDAQ Stock Market on Aug. 9, 2006
      Monday August 7, 9:00 am ET


      FREMONT, Calif., Aug. 7 /PRNewswire-FirstCall/ -- AXT, Inc. (Nasdaq: AXTI - News), a leading manufacturer of compound semiconductor substrates, today announced that Phil Yin, chief executive officer, will preside over The NASDAQ Stock Market Closing Bell on Aug. 9, 2006 to commemorate AXT's 20-year corporate anniversary.
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      "We are very pleased to be able to celebrate our 20-year corporate anniversary, and eighth anniversary as a public company, by taking part in NASDAQ's closing bell festivities," said Yin. "In the past year, AXT has executed a significant business turnaround with a focus on quality, efficiency and customer care that is resulting in improving revenues and financial results. These changes have allowed us to strengthen our standing in the marketplace and to renew the tradition of innovation that has been a hallmark of our company for the past 20 years. Today, with increasing demand in the wireless, LED and photovoltaic applications, coupled with industry-wide capacity constraint in key strategic areas, we are regaining our market share and driving continued growth. This is a very exciting and rewarding time for our company and we wish to thank NASDAQ for allowing us to mark this anniversary in such a memorable way."

      The closing bell is available from 3:50 p.m. to 4:05 p.m. on uplink IA-6 C-band/transponder 17. The downlink frequency is 4040 Vertical; Audio 6.2-6.8. The feed can also be found on Waterfront fiber 1623. AXT will also showcase the event on its website at www.axt.com shortly after the ceremony.

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com . The company can also be reached at 4281 Technology Drive, Fremont, California 94538 or by calling (510) 683-5900. AXT is traded on the NASDAQ Global Market under the symbol AXTI.
      Avatar
      schrieb am 29.09.06 22:27:20
      Beitrag Nr. 40 ()
      Noch jemand an Bord?
      Was eht hier heute ab?
      Avatar
      schrieb am 30.09.06 08:27:39
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 24.294.379 von boulefan am 29.09.06 22:27:20Jemand ist hier.

      Hier wohl der Grund:
      Roth Capital Initiates Coverage on AXT with a Buy Recommendation (Not rated) 27-Sep-06 03:07 pm This comes after a stellar presentation by Phil Yin to Roth on Sep 7th

      Bald kommen die nächsten Quartalszahlen :eek:
      Avatar
      schrieb am 04.10.06 21:11:12
      Beitrag Nr. 42 ()
      Heute das 52-Wochen-Hoch erreicht und keine Sau merkt es! :eek:

      Das könnte sich glatt noch mal verdoppeln... im GaAs Bereich ist jede Menge Musike drin.

      Darauf mein
      EHRENWORT ;)
      Avatar
      schrieb am 02.11.06 16:43:28
      Beitrag Nr. 43 ()
      Honeymoon to be continued... :eek::eek::eek:



      AXT, Inc. Announces Third Quarter 2006 Results
      MONDAY, OCTOBER 30, 2006 4:00 PM
      - PR Newswire

      FREMONT, Calif., Oct 30, 2006 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI) , a leading manufacturer of compound semiconductor substrates, today reported financial results for the third quarter ended September 30, 2006. The company's financial statements have been presented to reflect the opto-electronics division as a discontinued operation for all periods presented.

      Third Quarter 2006 Results

      Revenue for the third quarter of 2006 was $12.5 million, up 21 percent from $10.4 million in the second quarter of 2006. Total GaAs substrate revenue was $10.6 million for the third quarter of 2006, up 30 percent from $8.1 million for the second quarter of 2006. Revenue in the third quarter from indium phosphide substrate sales was $340,000, compared with $613,000 in the second quarter; germanium substrate sales were $387,000, compared with $169,000 in the second quarter, and raw materials sales were $1.3 million, compared with $1.4 million in the prior quarter.

      Gross margin was 27.7 percent of revenue for the third quarter of 2006. This included a benefit from the sale of approximately $802,000 in fully reserved wafers, which positively affected the quarterly gross margin by 6.4 percent. By comparison, gross margin in the second quarter of 2006 was 26.6 percent. This included a benefit from the sales of approximately $818,000 in fully reserved wafers, which positively affected second quarter gross margin by 7.9 percent.

      Operating expenses were $4.5 million in the third quarter of 2006 compared with $4.4 million in the second quarter of 2006. This increase was primarily the result of a $1.4 million impairment charge to write down the company's U.S. property, which has been decommissioned and is being prepared for sale. This charge was largely offset by lower selling, general and administrative expenses due to an insurance carrier reimbursement of certain legal fees and to bad debt collections. Stock compensation expense for the third quarter of 2006 was $207,000, compared with $185,000 in the second quarter of 2006.

      Loss from operations for the third quarter of 2006 was $1.0 million compared with $1.7 million for the second quarter. The reduction in loss from operations was primarily due to the increase in gross profit and reduction in selling, general and administrative expenses, partially offset by the impairment charge.

      Net interest and other income for the third quarter of 2006 was $744,000 compared with net interest and other income of $925,000 for the second quarter. Other income in the third quarter included a gain of $650,000 on the sale of 300,000 shares of Finisar Corporation, compared with a gain of $1.0 million on the sale of 300,000 shares of Finisar Corporation in the second quarter.

      The company recognized an income tax benefit of $862,000 for the third quarter of 2006, compared with an income tax provision of $138,000 in the second quarter. Net income in the third quarter of 2006 was $639,000 or $0.02 per diluted share, compared with a net loss of $876,000 or $0.04 per diluted share in the second quarter.

      Management Qualitative Comments

      "We are extremely proud today to report another strong quarter of growth in our revenue, as well as several exciting developments regarding our customer base," said Phil Yin, chief executive officer. "The third quarter was a very productive and rewarding quarter as we began to reap the benefits of the changes we have made over the past 18 months.

      "Our gallium arsenide (GaAs) revenue grew 30 percent from the second quarter. This growth was driven by increasing demand for our 4" and 6" semi- insulating GaAs substrates, used primarily in HBT and PHEMPT devices for wireless handset applications. We have several significant customer qualifications going on for both semi-insulating and semi-conducting substrates with Tier 1 companies. These customer qualifications are particularly important to AXT because the invitations by these customers to re-qualify our substrates indicate that our industry is recognizing the improvements that we have made. We have shipped wafers to these customers for qualification and hope to move into volume production with these customers in early 2007.

      "Germanium (Ge) substrates also continue to be a very interesting part of our business. While our revenue in this area is comparatively small, it has experienced significant growth over the past several quarters. AXT now has shipped qualification samples to customers all over the world and is in volume production with two customers in Asia. We believe that the greater efficiencies of triple junction concentrator solar cells, coupled with the shortage of poly silicon, are causing Ge substrates to become the material of choice for photovoltaic applications.

      "In closing, this is a great time for AXT. We are enormously proud of the substantial improvements that we have made in our business in the past 18 months and we are energized by the opportunities in front of us. As I mentioned last quarter, we believe that there are several areas that can yield considerable growth. First, we believe that our core business can grow through capacity expansion in areas such as 6 and 4-inch semi-insulating substrates where the industry is severely constrained, as well as through continued development of our customer base. Second, we believe that our raw materials business is increasingly becoming a key strategic differentiator, and thus we expect to increase our raw materials sales efforts and explore new investment opportunities. Finally, as device requirements become more demanding based on product innovations and applications, we will continue to explore businesses complementary to our core product line that we believe will allow us to serve the increasing demand for compound semiconductor substrates now and in the future. We look forward to exploring each of these opportunities over the coming quarters. We believe that there is much room for growth ahead of us, and we are focused on enhancing the value of AXT for our stockholders, our employees and our customers."

      Outlook for Fourth Quarter, Ending December 31, 2006

      AXT estimates that its revenue for the fourth quarter will increase to between $12.9 million and $13.6 million. Also, the company estimates that its net loss per diluted share will be between $0.02 and $0.05, which takes into account stock compensation expense of approximately $950,000 as the company gives out annual grants to its employees during the fourth quarter, and approximately $500,000 in accrued severance payments as the company anticipates an executive management change by year end, details of which will be provided in a press release as soon as the terms and conditions are finalized.

      In September 2006, tax authorities in the People's Republic of China (PRC) announced their intention to impose customs duties on, and to reduce or eliminate refunds of value-added taxes that companies pay when they purchase certain raw materials, including gallium and arsenic. The combination of these actions could significantly increase our costs. Implementing regulations will not be published before late November, and it is possible that these regulations will not be adopted or that changes will be made in their outline before adoption. Lobbying efforts are being made to remove gallium and arsenic from the list of affected materials, but there is no way to know if these efforts will have any impact on the final form of the regulations. There appears to be a possibility that the value-added tax refund on gallium will not be completely eliminated, but merely reduced. If the regulations are adopted as currently proposed, they would not have a material impact on our fourth quarter results because they would only be in effect for a portion of the quarter. They may, however, potentially have a significant adverse impact on our gross margins and net income (loss) in 2007, although we do not have the facts necessary to estimate its magnitude at this time. We are also exploring ways of restructuring our operations in the PRC in order to mitigate the impact of these regulations if and when they are adopted. We will not know the exact impact of any restructuring or the amount of time that it might take to accomplish until toward the end of this year.

      Conference Call

      The company will also host a conference call today to discuss these results at 1:30 p.m. PST. The conference call can be accessed at (973) 935-2100 (PIN 7912345). The call will also be simulcast on the Internet at www.axt.com . Replays will be available at (973) 341-3080 until November 6, 2006. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at (510) 683-5900.

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications.

      Safe Harbor Statement

      The foregoing paragraphs contain forward-looking statements within the meaning of the Federal Securities laws, including statements related to our moving into volume production with new customers, germanium substrates becoming the material of choice for photovoltaic applications, capacity expansion and increasing raw materials sales efforts. These forward-looking statements are based upon specific assumptions that are subject to uncertainties and factors relating to the company's operations and business environment, which could cause actual results of the company to differ materially from those expressed or implied in the forward-looking statements contained in the foregoing discussion. These uncertainties and factors include but are not limited to overall conditions in the markets in which the company competes; market acceptance and demand for the company's products; and other factors as set forth in the company's annual report on Form 10-K and other filings made with the Securities and Exchange Commission. Each of these factors is difficult to predict and many are beyond the company's control. The company does not undertake any obligation to update publicly any forward- looking statement, as a result of new information, future events or otherwise.
      Avatar
      schrieb am 02.11.06 17:13:09
      Beitrag Nr. 44 ()
      Schade, dass anscheinend keiner mehr in Richtung 2-Stelligkeit mit dabei ist. :rolleyes:
      Avatar
      schrieb am 09.12.06 13:29:43
      Beitrag Nr. 45 ()
      AXT plant anscheinend eine größere Investition. Steht eine Übernahme im GaN Bereich ins Haus? Wir dürfen gespannt sein. Der Aktienkurs steigt :D


      AXT, Inc. to Offer 4,150,000 Shares of Common Stock
      THURSDAY, NOVEMBER 30, 2006 4:15 PM
      - PR Newswire




      AXTI
      4.99 -0.10





      Enter Symbol:



      Enter Keyword:



      FREMONT, Calif., Nov 30, 2006 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI) today announced that it has filed a prospectus supplement relating to the proposed sale of 4,150,000 shares of its common stock in a firmly underwritten public offering. AXT intends to use the net proceeds from the offering for working capital and other general corporate purposes. Needham & Company, LLC will act as the sole underwriter for the transaction. The price per share for the offering will be determined according to market conditions at the time of sale, which is anticipated to occur in mid-December 2006. AXT has granted Needham & Company, LLC an option to purchase 622,500 additional shares to cover over-allotments. Copies of the prospectus supplement and related prospectus may be obtained by contacting Needham & Company, LLC at 445 Park Avenue, New York, New York 10022, or by facsimile at 212-705-0416.

      This press release does not constitute an offer to sell or the solicitation of an offer to buy, nor will there be any sale of securities, in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities law of any such state.

      About AXT, Inc.

      AXT develops and produces high-performance compound and single element semiconductor substrates, including substrates made from gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications.
      Avatar
      schrieb am 28.12.06 11:37:53
      Beitrag Nr. 46 ()
      Jetzt ist wieder ordentlich Cahs in der Täsch... Investitionen in die Zukunft stehen an :eek:


      AXT Made $24.2M in Public Offering
      Tuesday December 19, 4:35 pm ET
      AXT Received $24.2M in Proceeds From Public Offering of 5.7M Shares


      WASHINGTON (AP) -- AXT Inc., a maker of semiconductor substrates for chip manufacturing, said Tuesday it made $24.2 million in proceeds from its public offering of 5.7 million shares priced at $4.50 each.
      The company said it will use proceeds to pay for general corporate purposes. AXT has granted its underwriter Needham & Co. the right to purchase up to 862,000 shares to cover over allotments.

      Shares of AXT Inc. rose 2 cents Tuesday to close at $4.74 on the Nasdaq.
      Avatar
      schrieb am 11.01.07 16:55:35
      Beitrag Nr. 47 ()
      Antwort auf Beitrag Nr.: 26.517.104 von ehrenwort am 28.12.06 11:37:53AXT, Inc. Announces Closing of Sale of Additional 862,500 Shares for Over-Allotment

      PrintE-mailDisable live quotesRSSDigg itDel.icio.us

      Last Update: 4:05 PM ET Jan 9, 2007


      FREMONT, Calif., Jan 09, 2007 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI : axt inc com
      News , chart, profile, more
      Last: 4.65+0.13+2.88%

      10:40am 01/11/2007

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      AXTI4.65, +0.13, +2.9%) today announced the closing of the sale of an additional 862,500 shares of common stock in its December 19, 2006 public offering pursuant to the underwriter's exercise of its over-allotment option at a price to the public of $4.50 per share. AXT received net proceeds from the exercise of the over- allotment option of approximately $3.6 million, after deducting the underwriting discount and estimated offering expenses. The offering was led by Needham & Company, LLC, as the sole underwriter. Copies of the prospectus supplement and the accompanying prospectus can be obtained from Needham & Company, LLC, at 445 Park Avenue, New York, New York 10022 or by telephone at (212) 705-0416.
      This press release does not constitute an offer to sell or the solicitation of an offer to buy, nor will there be any sale of securities, in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities law of any such state.
      About AXT, Inc.
      AXT develops and produces high-performance compound and single element semiconductor substrates, including substrates made from gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications.
      SOURCE AXT, Inc.
      Wilson W. Cheung, Chief Financial Officer of AXT, Inc., +1-510-683-5900; or Leslie Green of Green Communications Consulting, LLC, +1-650-312-9060, for AXT, Inc. http://www.axt.com Copyright (C) 2007 PR Newswire. All rights reserved
      Avatar
      schrieb am 11.02.07 23:35:36
      Beitrag Nr. 48 ()
      sollte man weider dabei bleiben oder erst mal gewinne mitnehmen bin seid 1,70 euro dabei wie ist deine meinung ?
      Avatar
      schrieb am 12.02.07 20:52:26
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 27.647.661 von kevisys am 11.02.07 23:35:36Gewinne grundsätzlich immer nur bei > 10 EUR mitnehmen... meine Erfahrung ;)
      Avatar
      schrieb am 25.03.07 10:29:33
      Beitrag Nr. 50 ()
      Hier mal ein hoch-interessantes Interview mit dem CEO Dr. Yin... http://www.axt.com/site/files/Wall_Street_Transcript_091205.…

      Ist zwar nicht das neueste (etwas mehr als ein Jahr alt), gibt aber sehr gut wieder, dass sich hier Grundlegendes an der Strategie geändert hat.

      Bevor wir nicht 2-stellig sind, verkaufe ich meine Anteile nicht.

      Darauf mein
      Ehrenwort :D
      Avatar
      schrieb am 26.03.07 23:33:00
      Beitrag Nr. 51 ()
      Antwort auf Beitrag Nr.: 28.479.928 von ehrenwort am 25.03.07 10:29:33die umsätze lassen bloß zu wünschen übrig ! von deutschland ganz zu schweigen . warum sind die eigendlich so gering ? habe die aktie damals in frankfurt gekauft !
      Avatar
      schrieb am 27.03.07 07:17:36
      Beitrag Nr. 52 ()
      Antwort auf Beitrag Nr.: 28.509.951 von kevisys am 26.03.07 23:33:00...das hängt natürlich davon ab, wieviel 100k Du so Dein Eigen nennst ;) In USA werde im Durchschnitt mehr als 100k pro Tag gehandelt. Für einen Kleinaktionär sollte das reichen. In Deutschland sieht's natürlich anders aus. Da wurde aber noch nie großartig gehandelt. Warum hast Du die dann hier gekauft und nicht in USA?

      Ehrenwort
      Avatar
      schrieb am 27.03.07 22:30:23
      Beitrag Nr. 53 ()
      habe damals auf empfehlung eines bekannten gekauft und war gerade unterwegs konnte mich nicht richtig schlau machen !besitze 1500 stück . die aktie hängt ja jetzt bei 5usd fest ? ist da irgend ein wiederstand ?
      Avatar
      schrieb am 28.03.07 16:44:18
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 28.530.238 von kevisys am 27.03.07 22:30:23... was für ein Luxusproblem! Da steigt eine Aktie innerhalb von einem Jahr um 200% und schiebt einen Widerstand nach dem anderen vor sich her und es wird lamentiert :rolleyes: Hier ist noch weit viel mehr möglich. Der Markt für GaAs Substrate explodiert geradezu. Ich bleibe entspannt. Darauf, wie immer, einen Dujardin und mein
      Ehrenwort :kiss:
      Avatar
      schrieb am 10.04.07 22:49:34
      Beitrag Nr. 55 ()
      Antwort auf Beitrag Nr.: 28.545.634 von ehrenwort am 28.03.07 16:44:18was ist los sieht nicht nach zweistelligkeit aus bin erst mal raus paar gewinne mitnehmen ! werde beobachten wie die aktie sich weider endwickelt aber zur zeit siehts weider nach abwärts aus
      !!
      Avatar
      schrieb am 11.04.07 09:17:59
      Beitrag Nr. 56 ()
      ... der eine schmeißt die Nerven weg und verkauft, der andere kauft nach, der dritte lässt es einfach laufen. Immer das Gleiche. Wird schon. :kiss:
      Avatar
      schrieb am 11.04.07 22:57:16
      Beitrag Nr. 57 ()
      Antwort auf Beitrag Nr.: 28.751.828 von ehrenwort am 11.04.07 09:17:59warum bricht der kurs so ab giebt es irgend welche veränderungen ! HAST DU NE AHNUNG ?
      Avatar
      schrieb am 12.04.07 23:10:14
      Beitrag Nr. 58 ()
      Heute 1,6 Mio Aktien gehandelt ohne Kursverlust. Wenn hier was nicht im Busche ist!!! :eek:
      Avatar
      schrieb am 16.04.07 18:23:35
      Beitrag Nr. 59 ()
      Antwort auf Beitrag Nr.: 28.786.506 von ehrenwort am 12.04.07 23:10:14wahrscheinlich was negatives die märkte laufen seid tagen nach oben und axt kennt nur eine richtung nach unten !auch der chart sieht richtig scheiße aus ! gruß kv
      Avatar
      schrieb am 03.05.07 01:49:43
      Beitrag Nr. 60 ()
      AXT, Inc. Announces First Quarter 2007 Results



      Last Update: 4:02 PM ET May 2, 2007


      FREMONT, Calif., May 2, 2007 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI : axt inc com
      News , chart , profile , more
      Last: 3.83-0.06-1.67%

      6:57pm 05/02/2007

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      AXTI3.83, -0.06, -1.7%) , a leading manufacturer of compound semiconductor substrates today reported financial results for the first quarter ended March 31, 2007. The company's financial statements have been presented to reflect the opto-electronics division as a discontinued operation for all periods presented.
      First Quarter 2007 Results
      Revenue for the first quarter of 2007 was $12.5 million, compared with $13.1 million in the fourth quarter of 2006, and $8.5 million in the first quarter of 2006. Total GaAs substrate revenue was $8.8 million for the first quarter of 2007, compared with $11.1 million in the fourth quarter of 2006, and $6.8 million in the first quarter of 2006. Specifically, 6-inch diameter wafer sales were $3.3 million for the first quarter of 2007 compared with $4.9 million in the fourth quarter of 2006, and $2.8 million in the first quarter of 2006. The decrease in 6-inch diameter wafer sales from the prior quarter was primarily due to the delay in BIFET qualifications of certain customers and less than expected orders from a few handset market customers.
      InP substrate revenue was $518,000 for the first quarter of 2007, compared with $456,000 in the fourth quarter of 2006, and $296,000 in the first quarter of 2006. Ge substrate revenue was $541,000, compared with $318,000 in the fourth quarter of 2006, and $36,000 in the first quarter of 2006. Sales of raw materials, primarily 99.99 percent pure gallium, were $2.6 million in the first quarter of 2007, compared with $1.2 million in the fourth quarter as a result of three new Japanese raw material customers; these additional raw materials sales are not expected to be repeated in such magnitude in the second quarter of 2007. Sales of raw materials were $1.4 million in the first quarter of 2006.
      Gross margin was 43.2 percent of revenue for the first quarter of 2007. This included a benefit from the sale of approximately $785,000 in fully reserved wafers, which positively affected the quarterly gross margin by 6.3 percentage points. However, our gross margins continue to benefit from overall yield improvements in many areas of manufacturing. By comparison, gross margin in the fourth quarter of 2006 was 38.2 percent, including a benefit from the sales of approximately $730,000 in fully reserved wafers, which positively affected fourth quarter gross margin by 5.6 percentage points. Gross margin in the first quarter of 2006 was 17.8 percent, including a benefit from the sale of approximately $537,000 in fully reserved wafers, which positively affected the quarterly gross margins by 6.3 percentage points.
      Operating expenses were $4.2 million in the first quarter of 2007, compared with $3.8 million in the fourth quarter of 2006 primarily as a result of higher legal fees in anticipation of settling existing lawsuits; operating expenses were $3.8 million in the first quarter of 2006.
      Income from operations for the first quarter of 2007 was $1.2 million, compared with income from operations of $1.2 million for the fourth quarter of 2006, and loss from operations of $2.3 million for the first quarter of 2006.
      Net interest and other income for the first quarter of 2007 was $213,000 compared with net interest and other income of $1.1 million for the fourth quarter, which included a gain on sale of Finisar stock of $1.3 million; net interest and other income for the first quarter of 2006 was $366,000, primarily from a gain on sale of Finisar stock of $371,000.
      Net income in the first quarter of 2007 was $1.3 million or $0.04 per diluted share, based on 31.3 million weighted average shares outstanding. By comparison, in the fourth quarter of 2006 we reported net income of $3.4 million or $0.13 per diluted share, based on 25.5 million weighted average shares outstanding, which included approximately 5 cents from the gain on sale of Finisar stock and 4 cents from the company's net income tax benefit. The increase in shares outstanding is the result of our public offering of 6.6 million shares of common stock completed in December 2006 and January 2007. Net loss in the first quarter of 2006 was $2.2 million, or $(0.10) per diluted share.
      Management Qualitative Comments
      "The first quarter was both challenging and rewarding for AXT," said Phil Yin, chief executive officer. "With the delay in BIFET qualifications of certain customers and less than expected orders from a few handset market customers, revenue came in below our expectations. However, through significant engineering and operating achievements in our cost reduction efforts, coupled with positive product mix, we recorded gross margins of 43.2 percent in the quarter, allowing us to exceed our earnings expectations. Further, qualification activity across all of our product lines has been robust and early feedback from our existing customers and potential customers leads us to believe that 2007 will be a strong year for AXT. AXT continues to execute well at all levels and our accomplishments, coupled with our growing market and significant competitive advantages position us well for continued growth in 2007."
      Outlook for Second Quarter, Ending June 30, 2007
      AXT estimates revenue for the second quarter will increase to between $13.1 million and $13.5 million. The company estimates that net income per diluted share will be between $0.03 and $0.06, which takes into account stock compensation expense of approximately $150,000 and our diluted weighted average share count of approximately 31.4 million shares.
      Conference Call
      The company will also host a conference call today to discuss these results at 1:30 p.m. PT. The conference call can be accessed at (973) 935-2100 (PIN 8595637). The call will also be simulcast on the Internet at http://www.axt.com. Replays will be available at (973) 341-3080 until May 9, 2007. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at (510) 683-5900.
      About AXT, Inc.
      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge). The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
      Safe Harbor Statement
      The foregoing paragraphs contain forward-looking statements within the meaning of the Federal Securities laws, including statements related to the future financial performance of the company and our ability to continue growth, maintain profitability, control costs and improve efficiency, as well as relating to improvements in our manufacturing costs, improvements in our competitive position and our technology development. These forward-looking statements are based upon specific assumptions that are subject to uncertainties and factors relating to the company's operations and business environment, which could cause actual results of the company to differ materially from those expressed or implied in the forward-looking statements contained in the foregoing discussion. These uncertainties and factors include but are not limited to the impact of customer qualification of our products, new opportunities for our China joint ventures, improvements in our production processes, product quality and yields, cost and supply of raw materials, the impact of technology developments providing new markets for GaAs and Ge substrates, overall conditions in the markets in which the company competes as well as market conditions and trends; market acceptance and demand for the company's products; and other factors as set forth in the company's annual report on Form 10-K and other filings made with the Securities and Exchange Commission. Each of these factors is difficult to predict and many are beyond the company's control. The company does not undertake any obligation to update publicly any forward-looking statement, as a result of new information, future events or otherwise.

      AXT, INC.
      CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
      (Unaudited, in thousands, except per share data)

      Three Months Ended
      March 31,
      2007 2006

      Revenue $12,526 $8,471
      Cost of revenue 7,121 6,961
      Gross profit 5,405 1,510

      Operating expenses:
      Selling, general and administrative 3,703 3,230
      Research and development 460 534
      Restructuring benefit - (2)
      Total operating expenses 4,163 3,762
      Income (loss) from continuing
      operations 1,242 (2,252)
      Interest income, net 224 128
      Other income (expense), net (11) 238
      Income (loss) from continuing
      operations before provision
      for income taxes 1,455 (1,886)
      Provision for income taxes 111 318
      Income (loss) from continuing
      operations 1,344 (2,204)
      Discontinued operations:
      Gain from discontinued operations,
      net of tax - 1
      Net income (loss) $1,344 $(2,203)

      Basic income (loss) per share:
      Income (loss) from continuing
      operations $0.04 $(0.10)
      Gain (loss) from discontinued
      operations, net of tax - -
      Net income (loss) per share - basic $0.04 $(0.10)
      Shares used in computing basic
      income (loss) per share 29,798 22,986

      Diluted income (loss) per share:
      Income (loss) from continuing
      operations $0.04 $(0.10)
      Gain (loss) from discontinued
      operations, net of tax - -
      Net income (loss) per share - diluted $0.04 $(0.10)
      Shares used in computing diluted
      income (loss) per share 31,324 22,986


      AXT, INC.
      CONDENSED CONSOLIDATED BALANCE SHEETS
      (Unaudited, in thousands)


      March 31, December 31,
      2007 2006
      Assets:
      Current assets
      Cash and cash equivalents $15,064 $16,116
      Short-term investments 21,529 19,428
      Accounts receivable, net 8,561 9,658
      Inventories, net 24,389 20,263
      Prepaid expenses and other current
      assets 3,630 3,985
      Assets held for sale 4,659 4,659
      Total current assets 77,832 74,109

      Property, plant and equipment, net 13,757 12,775
      Other assets 4,499 4,298
      Restricted deposits 7,000 7,150

      Total assets $103,088 $98,332

      Liabilities and stockholders' equity:
      Current liabilities
      Accounts payable $3,115 $3,764
      Accrued liabilities 4,182 3,536
      Current portion of long-term debt 450 450
      Total current liabilities 7,747 7,750

      Long-term debt, net of current portion 6,611 6,839
      Other long-term liabilities 2,099 2,543
      Total liabilities 16,457 17,132

      Stockholders' equity:
      Preferred stock 3,532 3,532
      Common stock 184,793 180,965
      Accumulated deficit (102,488) (103,832)
      Other comprehensive income 794 535
      Total stockholders' equity 86,631 81,200

      Total liabilities and
      stockholders' equity $103,088 $98,332



      SOURCE AXT, Inc.
      Wilson W. Cheung of AXT, Inc., Chief Financial Officer, +1-510-683-5900; or Leslie Green of Green Communications Consulting, LLC, +1-650-312-9060, for AXT, Inc. http://www.axt.com/ Copyright (C) 2007 PR Newswire. All rights reserved ********************************************************************** As of Saturday, 04-28-2007 23:59, the latest Comtex SmarTrend® Alert, an automated pattern recognition system, indicated a DOWNTREND on 04-10-2007 for AXTI @ $4.39. For more information on SmarTrend, contact your market data provider or go to www.mysmartrend.com SmarTrend is a registered trademark of Comtex News Network, Inc. Copyright © 2004-2007 Comtex News Network, Inc. All rights reserved.
      Avatar
      schrieb am 06.06.07 22:29:45
      Beitrag Nr. 61 ()
      Antwort auf Beitrag Nr.: 20.068.301 von boulefan am 06.02.06 19:42:51Interessanter Beitrag auf dem US Yahoo-Board:


      From AXT's web site:
      AXT has five joint venture operations in China for the raw materials required by AXT's compound semiconductor substrates.
      The five joint ventures are:

      Beijing Ji Ya Semiconductor Co. Ltd.
      Producer of 4N Ga. AXT ownership- 46%

      Nanjin Jin Mei Gallium Co. Ltd.
      Producer of 6N & 7N Ga, B2O3. -83%

      Xilingol Tongli Germanium Co. Ltd.
      Producer of Ge. -25%

      Emeishan Jia Mei High Purity Materials Co. Ltd.
      Produce of 4N, 6N and 7N Arsenic- 25%

      Beijing Bo Yu Seniconductor Vessel Craftwork Technology
      Producer of pBN crucibles, parts for MBE use. -70%.

      Through these joint ventures, AXT manufactures and sells critical materials and parts, while reducing dependency on other suppliers of raw materials in the open market. This affords AXT the price and volume stability unavailable on the open market. In addition, AXT is a majority owner in three of the key ventures, which affords AXT board-level control and vertical intergation. AXT has critical manufacturing processes in China. See company web site for further information.

      I am an individual investor. I bought AXTI last week. I believe AXT is a turn around story with very good days ahead.
      Est. growth for 2007- 206%, for 2008- 29%. Est. revenue sales growth for 2008 is 24% (source Yahoo finance). Reuters Outperform rating, 4 of 4, as of May 31, 2007. I came across AXT because Essex Investment Management Company (AMG Essex Small/Micro Cap Growth Fund) took an initial position in AXT between 1/1/07 and 3/31/07 of 1 million shares ($4.82M) at a price somewhere between $4.18 and $4.78. At today's close of $4.09, much upside price potential.
      During the same time peroid Institutional ownership in AXT increased by 2.63M shares, out of 29.89M shares outstanding, about +9%. (Sources www.Managersinvest.com and www.MoneyCentral.com).

      Next earnings report for AXT is 08/02/2007.

      The only question I have is long-term growth for 2009 to 2013. So far, neither Yahoo or Reuters have a long-term growth estimate for AXT. Does anyone have this information? Thank you.

      Good luck to AXT and good investing to all.
      Avatar
      schrieb am 09.08.07 22:45:23
      Beitrag Nr. 62 ()
      AXT, Inc. Announces Second Quarter 2007 Results



      Last Update: 4:02 PM ET Aug 1, 2007


      FREMONT, Calif., Aug 01, 2007 /PRNewswire-FirstCall via COMTEX/ -- AXT, Inc. (AXTI : axt inc com
      News , chart , profile , more
      Last: 4.91+0.16+3.37%

      4:25pm 08/09/2007

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      AXTI4.91, +0.16, +3.4%) , a leading manufacturer of compound semiconductor substrates today reported financial results for the second quarter ended June 30, 2007. The company's financial statements have been presented to reflect the opto-electronics division as a discontinued operation for all periods presented.
      Second Quarter 2007 Results
      Revenue for the second quarter of 2007 was $13.6 million, compared with $12.5 million in the first quarter of 2007, and $10.4 million in the second quarter of 2006. Total gallium arsenide (GaAs) substrate revenue was $9.3 million for the second quarter of 2007, compared with $8.8 million in the first quarter of 2007, and $8.1 million in the first quarter of 2006. Specifically, 6-inch diameter wafer sales were $2.8 million for the second quarter of 2007 compared with $3.3 million in the first quarter of 2007, and $3.0 million in the second quarter of 2006. The continued decrease in 6-inch diameter wafer sales from the prior quarter was primarily due to the delay in BIFET qualifications of certain customers. However, the majority of the BIFET qualifications was completed by the end of the second quarter.
      Indium phosphide (InP) revenue was $660,000 for the second quarter of 2007, compared with $518,000 in the first quarter of 2007, and $613,000 in the second quarter of 2006. Germanium (Ge) substrate revenue was $402,000, compared with $541,000 in the first quarter of 2007, and $169,000 in the second quarter of 2006. Sales of raw materials, primarily 99.99 percent pure gallium, were $3.3 million in the second quarter of 2007, compared with $2.6 million in the first quarter of 2007, and with $1.4 million in the second quarter of 2006. The increase in raw material sales is the result of our selling to new European customers, as well as the increase in raw materials pricing, particularly average sales price for raw gallium.
      Gross margin was 36.9 percent of revenue for the second quarter of 2007. This included a benefit from the sale of approximately $387,000 in fully reserved wafers, which positively affected the quarterly gross margin by 2.8 percentage points. By comparison, gross margin in the first quarter of 2007 was 43.2 percent, including a benefit from the sales of approximately $785,000 in fully reserved wafers, which positively affected first quarter gross margin by 6.3 percentage points. Gross margin in the second quarter of 2006 was 26.6 percent, including a benefit from the sale of approximately $802,000 in fully reserved wafers, which positively affected the quarterly gross margins by 7.7 percentage points.
      Operating expenses were $3.6 million in the second quarter of 2007, which included a bad debt expense of $574,000 partially offset by a recovery of an impairment on assets held for sale of $481,000, compared with operating expenses of $4.2 million in the first quarter of 2007, and operating expenses were $4.4 million in the second quarter of 2006.
      Income from operations for the second quarter of 2007 was $1.4 million, compared with income from operations of $1.2 million for the first quarter of 2007, and a loss from operations of $1.7 million for the second quarter of 2006.
      Net interest and other income (expense) for the second quarter of 2007 was an expense of $47,000 compared with income of $213,000 for the first quarter primarily due to foreign exchange losses and; net interest and other income (expense) for the second quarter of 2006 was income of $925,000, primarily due to a gain on sale of Finisar stock of $1.0 million.
      Net income in the second quarter of 2007 was $1.2 million or $0.04 per diluted share. By comparison, in the first quarter of 2007 we reported net income of $1.3 million or $0.04 per diluted share. Net loss in the second quarter of 2006 was $(876,000), or $(0.04) per diluted share.
      Management Qualitative Comments
      "This has been a very interesting and gratifying quarter for AXT," said Phil Yin, chief executive officer. "Shortages in gallium raw material and increasing interest in emerging applications such as photovoltaics are illuminating the unique competitive positioning that AXT is likely to benefit from over the next several years. After an industry wide pause to complete BIFET qualifications and digest some excess inventory, we are poised for renewed growth in our 6 inch products. Demand is returning across all areas of our core GaAs business and we are completing several strategically important qualifications that will begin to generate revenue in the second half of the fiscal year. Further, we are very pleased to report that our strategy to vertically integrate our raw material needs has not only proven to be very effective in regards to raw materials pricing and volume, it has clearly become a major differentiator in our industry; and, coupled with our diverse and unique product portfolio, extensive manufacturing capabilities and strong execution, has resulted in significant advantages for our customers and our shareholders."
      Outlook for Third Quarter, Ending September 30, 2007
      AXT estimates revenue for the third quarter will increase to between $14.0 million and $14.6 million. The company estimates that net income per diluted share will be between $0.04 and $0.06, which takes into account stock compensation expense of approximately $100,000 and our diluted weighted average share count of approximately 31.2 million shares.
      Conference Call
      The company will also host a conference call today to discuss these results at 1:30 p.m. PT. The conference call can be accessed at (973) 935-2402 (PIN 8890680). The call will also be simulcast on the Internet at http://www.axt.com. Replays will be available at (973) 341-3080 until August 8, 2007. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at (510) 683-5900.
      About AXT, Inc.
      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
      Safe Harbor Statement
      The foregoing paragraphs contain forward-looking statements within the meaning of the Federal Securities laws, including statements related to the future financial performance of the company and our ability to continue growth, maintain profitability, control costs and improve efficiency, as well as relating to improvements in our manufacturing costs, improvements in our competitive position and our technology development. These forward-looking statements are based upon specific assumptions that are subject to uncertainties and factors relating to the company's operations and business environment, which could cause actual results of the company to differ materially from those expressed or implied in the forward-looking statements contained in the foregoing discussion. These uncertainties and factors include but are not limited to the impact of customer qualification of our products, new opportunities for our China joint ventures, improvements in our production processes, product quality and yields, cost and supply of raw materials, the impact of technology developments providing new markets for GaAs and Ge substrates, overall conditions in the markets in which the company competes as well as market conditions and trends; market acceptance and demand for the company's products; and other factors as set forth in the company's annual report on Form 10-K and other filings made with the Securities and Exchange Commission. Each of these factors is difficult to predict and many are beyond the company's control. The company does not undertake any obligation to update publicly any forward-looking statement, as a result of new information, future events or otherwise.
      FINANCIAL TABLES TO FOLLOW


      AXT, INC.
      CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
      (Unaudited, in thousands, except per share data)

      Three Months Ended Six Months Ended
      June 30, June 30,
      2007 2006 2007 2006

      Revenue $13,639 $10,355 $26,165 $18,826
      Cost of revenue 8,607 7,596 15,728 14,557
      Gross profit 5,032 2,759 10,437 4,269

      Operating expenses:
      Selling, general and administrative 3,743 3,853 7,446 7,083
      Research and development 348 571 808 1,105
      Recovery of impairment on assets
      held for sale (481) - (481) -
      Restructuring benefit - - - (2)
      Total operating expenses 3,610 4,424 7,773 8,186
      Income (loss) from continuing
      operations 1,422 (1,665) 2,664 (3,917)
      Interest income, net 225 111 449 239
      Other income (expense), net (272) 814 (283) 1,052
      Income (loss) from continuing
      operations before
      provision for income taxes 1,375 (740) 2,830 (2,626)
      Provision for income taxes 162 138 273 456
      Income (loss) from continuing
      operations 1,213 (878) 2,557 (3,082)
      Discontinued operations:
      Gain from discontinued operations,
      net of tax - 2 - 3
      Net income (loss) $1,213 $(876) $2,557 $(3,079)

      Basic income (loss) per share:
      Income (loss) from continuing
      operations $0.04 $(0.04) $0.08 $(0.14)
      Gain (loss) from discontinued
      operations, net of tax - - - -
      Net income (loss) per share - basic $0.04 $(0.04) $0.08 $(0.14)
      Shares used in computing basic
      income (loss) per share 29,943 23,052 29,871 23,019

      Diluted income (loss) per share:
      Income (loss) from continuing
      operations $0.04 $(0.04) $0.08 $(0.14)
      Gain (loss) from discontinued
      operations, net of tax - - - -
      Net income (loss) per share - diluted $0.04 $(0.04) $0.08 $(0.14)
      Shares used in computing diluted
      income (loss) per share 31,142 23,052 31,233 23,019



      AXT, INC.
      CONDENSED CONSOLIDATED BALANCE SHEETS
      (Unaudited, in thousands)

      June 30, December 31,
      2007 2006
      Assets:
      Current assets
      Cash and cash equivalents $15,416 $16,116
      Short-term investments 18,262 19,428
      Accounts receivable, net 9,882 9,658
      Inventories, net 24,953 20,263
      Prepaid expenses and other current assets 4,121 3,985
      Assets held for sale 5,140 4,659
      Total current assets 77,774 74,109

      Property, plant and equipment, net 14,814 12,775
      Other assets 4,843 4,298
      Restricted deposits 6,850 7,150

      Total assets $104,281 $98,332

      Liabilities and stockholders' equity:
      Current liabilities
      Accounts payable $2,141 $3,764
      Accrued liabilities 3,761 3,536
      Current portion of long-term debt 450 450
      Total current liabilities 6,352 7,750

      Long-term debt, net of current portion 6,456 6,839
      Other long-term liabilities 2,592 2,543
      Total liabilities 15,400 17,132

      Stockholders' equity:
      Preferred stock 3,532 3,532
      Common stock 185,018 180,965
      Accumulated deficit (101,275) (103,832)
      Other comprehensive income 1,606 535
      Total stockholders' equity 88,881 81,200

      Total liabilities and
      stockholders' equity $104,281 $98,332



      SOURCE AXT, Inc.
      Wilson W. Cheung, Chief Financial Officer of AXT, Inc., +1-510-683-5900; or Leslie Green of Green Communications Consulting, LLC, +1-650-312-9060, for AXT, Inc. http://www.axt.com Copyright (C) 2007 PR Newswire. All rights reserved ********************************************************************** As of Saturday, 07-28-2007 23:59, the latest Comtex SmarTrend® Alert, an automated pattern recognition system, indicated an UPTREND on 06-15-2007 for AXTI @ $4.14. For more information on SmarTrend, contact your market data provider or go to www.mysmartrend.com SmarTrend is a registered trademark of Comtex News Network, Inc. Copyright © 2004-2007 Comtex News Network, Inc. All rights reserved.
      Avatar
      schrieb am 09.08.07 22:57:12
      Beitrag Nr. 63 ()
      "...AXT is likely to benefit from over the next several years"

      Wer will hier nicht dabei sein? Bis mindestens 2010 sollte dies hier ein Selbstläufer sein. :D
      Avatar
      schrieb am 21.09.07 21:37:43
      Beitrag Nr. 64 ()
      AXT sieht wieder gut aus!!! :eek:
      Avatar
      schrieb am 22.09.07 11:04:11
      Beitrag Nr. 65 ()
      :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek: :eek:

      Beyond Silicon: CEO of Next-Generation Semiconductor Materials Maker AXT Tells Wall Street Reporter His Company is in the Right Place at the Right Time
      Thursday September 20, 10:24 am ET


      NEW YORK, Sept. 20, 2007 (PRIME NEWSWIRE) -- Wall Street Reporter Magazine recently talked to Dr. Philip C.S. Yin, CEO of AXT Inc. (NasdaqGM:AXTI - News), about how his company has turned its business around and is now in position to regain its place as the top manufacturer of compound- and germanium-derived semiconductor substrates.
      ADVERTISEMENT


      ``We're in the right place at the right time; we're participating in three very robust markets that are growing at double digits,'' Dr. Philip C.S. Yin explains. ``If we keep executing, our goal once again is to become No. 1.''

      The exclusive interview is now available at wallstreetreporter.com in streaming audio and mp3 format, free of charge.

      Highlights include various points of interest to potential investors:

      -The role of new management in eradicating historical quality concerns at the company's Beijing manufacturing facility (the world's largest), getting revenue and market share back on a positive track and restoring profitability.

      -The high growth potential (18%+) of the company's three primary end markets: mobile handsets, LEDs and solar cells.

      -The value of Chinese joint ventures in securing supply of gallium, germanium and other hot commodities; for an initial investment of $5 million, these ventures now generate $3 million a quarter in revenue for the company.

      -How the company is at least two years ahead of any competitors looking to ramp up their production.

      ``We don't think they have room to expand,'' he tells WSR. ``The market is with us. The company is back on track from a credibility standpoint. From a revenue standpoint, we doubled. We're profitable.''

      About Wall Street Reporter

      Wall Street Reporter (Est. 1843) helps smart investors connect with exciting companies, through our website, magazines and conferences. We're probably best known for our exclusive interviews with industry-leading CEOs and the world's top investment experts.

      About AXT Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide, indium phosphide and germanium.

      Forward-Looking Statements

      Statements in this press release relating to plans, strategies, economic performance and trends, projections of results of specific activities or investments, and other statements that are not descriptions of historical facts may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking information is inherently subject to risks and uncertainties, and actual results could differ materially from those currently anticipated due to a number of factors.



      Contact:
      Wall Street Reporter Magazine
      Jack Marks, CEO & Publisher
      212-363-2600 ext 260
      www.wallstreetreporter.com

      AXT Inc.
      Dr. Philip C.S. Yin, CEO
      510-683-5900
      www.axt.com
      Avatar
      schrieb am 15.10.07 23:41:52
      Beitrag Nr. 66 ()
      Antwort auf Beitrag Nr.: 28.479.928 von ehrenwort am 25.03.07 10:29:33Hier ein paar Videos: http://www.axt.com/site/index.php?q=node/30
      Avatar
      schrieb am 26.10.07 16:30:13
      Beitrag Nr. 67 ()
      Hier die letzte Q-Zahlen... dieser Absturz von mehr als -20% ist doch wohl nicht gerechtfertigt... ich habe noch mal nachgefasst! :D


      AXT, Inc. Announces Third Quarter 2007 Results
      Philip C.S. Yin, CEO, Named Chairman of AXT's Board of Directors; Jesse Chen Becomes Lead Director

      Last Update: 4:02 PM ET Oct 25, 2007Print E-mail Subscribe to RSS Disable Live Quotes

      FREMONT, CA, Oct 25, 2007 (MARKET WIRE via COMTEX) -- AXT, Inc. (AXTI:axt inc com
      News, chart, profile, more
      Last: 4.32-1.61-27.15%

      10:12am 10/26/2007

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      AXTI 4.32, -1.61, -27.1%) , a leading manufacturer of compound semiconductor substrates, today reported financial results for the third quarter ended September 30, 2007.
      Third Quarter 2007 Results
      Revenue for the third quarter of 2007 was $14.5 million, compared with $13.6 million in the second quarter of 2007, and $12.5 million in the third quarter of 2006. Total gallium arsenide (GaAs) substrate revenue was $9.9 million for the third quarter of 2007, compared with $9.3 million in the second quarter of 2007, and $10.6 million in the third quarter of 2006.
      Indium phosphide (InP) revenue was $408,000 for the third quarter of 2007, compared with $660,000 in the second quarter of 2007, which included sales of approximately $250,000 in InP scrap metal, and compared with $340,000 in the third quarter of 2006. Germanium (Ge) substrate revenue was $536,000, compared with $402,000 in the second quarter of 2007, and $387,000 in the third quarter of 2006. Raw materials sales were $3.6 million for the third quarter of 2007, compared with $3.3 million in the second quarter of 2007, and $1.3 million in the third quarter of 2006.
      Gross margin was 31.3 percent of revenue for the third quarter of 2007. This included a benefit from the sale of approximately $556,000 in fully reserved wafers, which positively affected the quarterly gross margin by 3.8 percentage points. By comparison, gross margin in the second quarter of 2007 was 36.9 percent. This included a benefit from the sales of approximately $387,000 in fully reserved wafers, which positively affected second quarter gross margin by 2.8 percentage points. Gross margin in the third quarter of 2006 was 27.7 percent, including a benefit from the sale of approximately $802,000 in fully reserved wafers, which positively affected the quarterly gross margins by 6.4 percentage points.
      Operating expenses were $3.5 million in the third quarter of 2007, compared with $3.6 million in the second quarter of 2007, and $4.5 million in the third quarter of 2006.
      Income from operations for the third quarter of 2007 was $1.1 million compared with income from operations of $1.4 million in the second quarter of 2007, and loss from operations of $971,000 in the third quarter of 2006.
      Net interest and other expense for the third quarter of 2007 was $54,000, compared with net interest and other expense of $47,000 for the second quarter of 2007, and net interest and other income of $744,000 in the third quarter of 2006, which included a gain on sale of Finisar stock of $650,000.
      Net income in the third quarter of 2007 was $858,000 or $0.03 per diluted share, compared with a net income of $1.2 million or $0.04 per diluted share in the second quarter of 2007, and a net income of $639,000, or $0.02 per diluted share in the third quarter of 2006.
      AXT Announces Appointment of Philip C.S. Yin, CEO, to Chairman of the Board; Jesse Chen Becomes Lead Independent Director
      The company also announced that Philip C.S. Yin, AXT's chief executive officer, has been named chairman of its Board of Directors, effective October 19, 2007. Jesse Chen, AXT's former chairman of the Board, will continue to serve on the Board and has been appointed Lead Independent Director.
      Management Qualitative Comments
      "This is an exciting time for the company," said Phil Yin, chief executive officer. "As we have discussed throughout the year, there are several important industry trends that are driving the increasing demand for our products, such as the rapid replacement cycles of cellular handsets, the emergence of a new market for low cost handsets, the proliferation of applications for LED lighting and the increasing focus on solar energy. Further, our own internal competencies are expanding into complementary technologies, such as standard Czochralski and Liquid Encapsulated Czochralski crystal growth, allowing us to offer a comprehensive product portfolio spanning a wide variety of applications. As a result, we believe we are coming to another inflection point in our business as the convergence of these increasing market opportunities, coupled with the completion of the industry BiFET transition and leverages within our business model create opportunities for growth in the coming years."
      Outlook for Fourth Quarter, Ending December 31, 2007
      AXT estimates revenue for the fourth quarter will increase to between $15.3 million and $15.8 million. The company estimates that net income per diluted share will be between $0.03 and $0.05, which takes into account our diluted weighted average share count of approximately 31.5 million shares.
      Conference Call
      The company will also host a conference call today to discuss these results at 1:30 p.m. PT. The conference call can be accessed at (416) 641-6125 (conference ID 3237726). The call will also be simulcast on the Internet at www.axt.com. Replays will be available at (416) 695-5800 until November 1, 2007. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at (510) 683-5900.
      About AXT, Inc.
      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
      Avatar
      schrieb am 26.10.07 22:54:52
      Beitrag Nr. 68 ()
      ...wie ich dachte...die Korrektur war zu stark...heute waren 15% drin :laugh: Nächste Woche geht's weiter in Richtung Zweistelligkeit!
      Avatar
      schrieb am 27.10.07 10:21:13
      Beitrag Nr. 69 ()
      Die Analysten on Northland Securities sehen es ähnlich
      26-Oct-07 Northland Securities Upgrade >> Market Outperform
      :eek:

      Die von Roth Capital sind da noch etwas skeptisch
      26-Oct-07 Roth Capital Downgrade >> Hold
      :rolleyes:
      Avatar
      schrieb am 27.11.07 20:58:04
      Beitrag Nr. 70 ()
      Antwort auf Beitrag Nr.: 32.171.558 von ehrenwort am 27.10.07 10:21:13AXT, Inc. Announces Promotion of Chia-Li Wei to Chief Technology Officer
      Tuesday November 27, 12:04 pm ET


      FREMONT, CA--(MARKET WIRE)--Nov 27, 2007 -- AXT, Inc. (NasdaqGM:AXTI - News), a leading manufacturer of compound semiconductor substrates, today announced the promotion of Chia-Li Wei to chief technology officer, effective December 1, 2007. Wei joined AXT in May 2007 as senior director of technology. He will continue to be responsible for directing AXT's technical vision and leading all aspects of the company's technology development, including further refinement of AXT's proprietary VGF process, the investigation of alternative crystal growth processes and the development of products using complimentary materials such as gallium nitride (GaN), gallium phosphide (GaP) or silicon carbide (SiC). Wei is principally located in AXT's manufacturing facility in Beijing and will now report to Phil Yin, chairman and chief executive officer.
      ADVERTISEMENT


      "The compound semiconductor and solar industries into which we sell our products are growing, driven by continued demand for wireless handsets and LEDs and worldwide interest in harnessing solar power," said Phil Yin, chairman and chief executive officer. "AXT constantly strives to stay at the forefront of technology to serve those markets with a wide array of products developed to meet future device parametric requirements.

      "As part of our on-going focus on technology development, particularly in the LED and solar markets, we are very pleased to announce the promotion of Chia-Li Wei to chief technology officer. His experience in Liquid Encapsulated Czochralski crystal growth technology will allow us to provide lower cost alternatives to VGF-grown semi-conducting substrates. It will also allow us to broaden our product offering and increase our total market opportunity by providing an alternative technology for certain applications that will enhance AXT's current market base such as new applications for LEDs, including GaP and small diameter semi-conducting gallium arsenide (GaAs). Chia-Li's expertise in MOCVD further enhances our understanding of the epitaxial and device parametrics and thus strengthens our partnerships with our LED customers. The Czochralski crystal growth technology also provides us with an alternative method to grow germanium for concentrator photovoltaic applications. This will become increasingly important as the germanium area of our business grows. In all of these areas, Chia-Li has been a tremendous asset to AXT since joining the company in May and I look forward to leveraging his expertise as part of AXT's executive management team."

      Wei has more than 30 years of engineering experience in compound semiconductor manufacturing with Tier 1 companies. His areas of expertise include MOCVD epitaxial processing, which is used for LEDs, and Liquid Encapsulated Czochralski (LEC) growth of indium phosphide (InP), gallium phosphide (GaP) and gallium arsenide (GaAs). Prior to joining AXT, he spent more than 25 years in various epitaxial process engineering positions with HP-OED, which was acquired by Lumileds and then became Philips Lumileds. Prior to joining HP-OED, Wei spent three years in process engineering development in LEC growth of both indium phosphide (InP) and low-D gallium arsenide with the central research lab of Varian Associates.

      Wei holds a bachelor of science degree in metallurgical engineering from the New Mexico Institute of Mining and Technology and a master of science degree in metallurgical engineering from the University of Tennessee.

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
      Avatar
      schrieb am 15.12.07 22:50:09
      Beitrag Nr. 71 ()
      Antwort auf Beitrag Nr.: 32.588.445 von ehrenwort am 27.11.07 20:58:04Empfehlung

      http://www.ringtheregister.com/stockpicks/AXT-Inc-stock-repo…
      CURRENT PRICE: $4.44

      TYPE OF PLAY: SECTOR MOMENTUM /GROWTH / FUTURE PROSPECTS /VALUE

      Institutional investment capital is rapidly moving into solar technology companies and specifically those that utilize compound semiconductor materials rather than silicon for their arrays. Most notably, First Solar (Nasdaq symbol: FSLR) and very recently Emcore (Nasdaq symbol: EMKR) have seen rapid price appreciation. In paticular, EMKR recently announced a large contract to provide Canada with solar arrays made with a material which contains gallium arsenide GaAs and germanium Ge. In the past 12 months, the cost of 4N gallium metal has risen from about $350 per kg to $680 per kg. Additionally, germanium metal prices have risen substantially to $1000-$1200 per kg this year.

      We believe that AXT Inc. (Nasdaq symbol: AXTI) is in an excellent position to rise on this solar cell materials supply/cost situation. AXT Inc. runs one of the largest III-V semiconductor substrate manufacturing facilities in the world located just 15 miles southeast of Beijing, China. The key is that AXT is the only substrate maker to have significant in-house capacity to supply "its own" internal requirements for arsenic, gallium and germanium and, in addition, to offer such raw materials as products to the merchant market.

      The company is forecasting an important uptrend in demand for these materials with the widespread adoption of solar technologies as was discussed in a recent article in Compound Semiconductor Magazine..."Shortages in gallium raw material and an increasing interest in photovoltaics are illuminating the unique competitive advantage positioning that AXT is likely to benefit from over the next several years," said Phil Yin, the company's CEO. Guinness Atkinson Global Innovators fund writes, "The solar industry is growing at 35% a year currently, and we don't expect that to slow down..."

      AXTI has made consistent profits over the previous four quarters and is forecasting the same for the coming quarter ended December 2007. Financially, the company is quite stable. Roth Capital has recently upgraded the stock from Hold to a Buy following their most recent quarterly results
      Avatar
      schrieb am 27.12.07 23:42:28
      Beitrag Nr. 72 ()
      AXT, Inc. Receives Up to $18.6 Million Purchase Order From IQE
      Tuesday December 18, 9:30 am ET


      Purchase Order Affirms AXT's Position as an Industry Leader in the Supply of Large Diameter Gallium Arsenide Substrates


      FREMONT, CA--(MARKET WIRE)--Dec 18, 2007 -- AXT, Inc. (NasdaqGM:AXTI - News), a leading manufacturer of compound semiconductor substrates, announced today that it has been awarded a production order from IQE plc (AIM: IQE) for semi-insulating gallium arsenide (GaAs) substrates for IQE's 2008 worldwide substrate requirements. This agreement is valued at approximately $15.1 million, with an option to purchase an additional $3.5 million of substrates. All substrates ordered under this contract are to be shipped by the end of 2008. The substrates ordered by IQE are primarily 6-inch semi-insulating GaAs.
      ADVERTISEMENT


      IQE is a leading global supplier of advanced semiconductor wafers with products that cover a diverse range of applications, supported by an innovative outsourced foundry services portfolio that allows the Group to provide a 'one stop shop' for the wafer needs of the world's leading semiconductor manufacturers.

      "AXT is well positioned to be able to accommodate IQE's increasing demand, particularly in larger diameter gallium arsenide substrates," said Drew Nelson, president and chief executive officer of IQE. "Its expansive manufacturing capacity, unique raw material capability and broad product portfolio make it an ideal partner to support our strong growth plans for 2008."

      "As a result of close collaboration on qualifying on various wireless related requirements, we are very pleased to have been chosen as a major supplier to IQE," said Phil Yin, chairman and chief executive officer. "This agreement recognizes our unique capability to scale our manufacturing in order to meet the needs of our customers and underscores our success in providing a consistently high-quality product, backed by superior engineering support and customer care."

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.

      About IQE plc

      IQE is the leading global supplier of advanced semiconductor wafers with products that cover a diverse range of applications, supported by an innovative outsourced foundry services portfolio that allows the Group to provide a 'one stop shop' for the wafer needs of the world's leading semiconductor manufacturers.

      IQE uses advanced crystal growth technology (epitaxy) to manufacture and supply bespoke semiconductor wafers ('epi-wafers') to the major chip manufacturing companies, who then use these wafers to make the chips which form the key components of virtually all high technology systems. IQE is unique in being able to supply wafers using all of the leading crystal growth technology platforms.

      IQE's products are found in many leading-edge consumer, communication, computing and industrial applications, including a complete range of wafer products for the wireless industry, such as mobile handsets and wireless infrastructure, Wi-Fi, WiMAX, base stations, GPS, and satellite communications; optical communications, optical storage (CD, DVD), laser optical mouse, laser printers & photocopiers, thermal imagers, leading-edge medical products, barcode, high efficiency LEDs and a variety of advanced silicon based systems.

      The manufacturers of these chips are increasingly seeking to outsource wafer production to specialist foundries such as IQE in order to reduce overall wafer costs and accelerate time to market.

      IQE also provides bespoke R&D services to deliver customized materials for specific applications and offers specialist technical staff to manufacture to specification either at its own facilities or on the customer's own sites. The Group is also able to leverage its global purchasing volumes to reduce the cost of raw materials. In this way IQE's outsourced services, provide compelling benefits in terms of flexibility and predictability of cost, thereby significantly reducing operating risk.

      IQE operates six manufacturing facilities located in Cardiff (two) and Milton Keynes in the UK; in Bethlehem, Pennsylvania and Somerset, New Jersey in the USA; and Singapore. The Group also has 11 sales offices located in major economic centers worldwide.
      Avatar
      schrieb am 02.01.08 20:32:47
      Beitrag Nr. 73 ()
      ... neues All-Time-High. :eek:

      Wir sprechen von optoelektronischen Wachstumssmärkten LED, Photovoltaik, etc.. AXT ist hierfür besser denn je positioniert. Hier ist aber noch mehr drin.

      Darauf mein
      Ehrenwort ;)
      Avatar
      schrieb am 03.01.08 18:30:22
      Beitrag Nr. 74 ()
      Heute gehts leider wieder runter - Chance zum Einstieg? Grund ist wohl dies hier:

      AXT Shares Fall on Downgrade
      Thursday January 3, 11:24 am ET
      AXT Shares Fall As Roth Analyst Downgrades Stock, Citing Fair Value After Recent Run-Up


      NEW YORK (AP) -- Shares of chip maker AXT Inc. fell Thursday after a Roth Capital Partners analyst downgraded the company, saying the stock is fairly valued following a 62 percent run-up in price since November.
      ADVERTISEMENT


      Analyst Dave Kang lowered his rating to "Hold" from "Buy," noting that the company's fundamentals remain solid but suggesting investors wait for a better buying opportunity.

      He said sales of the company's gallium arsenide chips remain strong, and AXT has numerous opportunities in the solar market. Gallium arsenide chips are typically faster than silicon chips and can operate electronic devices with less noise.

      However, with the company focused on revenue growth at the expense of costs, Kang feels his previous gross margin assumptions were "a tad aggressive." And with the company's germanium solar segment not likely to show meaningful revenue contributions until the second half of 2008, Kang doesn't think it's likely AXT will beat his 2008 earnings per share estimate of 20 cents.

      AXT's shares fell 45 cents, or 6.6 percent, to $6.30. The stock has ranged between $3.53 to $7.20 over the past 52 weeks
      Avatar
      schrieb am 04.02.08 19:10:01
      Beitrag Nr. 75 ()
      Antwort auf Beitrag Nr.: 20.068.301 von boulefan am 06.02.06 19:42:51!Management Verstärkung... News bereits letzte Woche... aktuell bereits wieder über 6 USD

      AXT, Inc. Retains World-Renowned Scientist Grant Elliot, Ph.D. to Extend R&D Capabilities
      Monday January 28, 9:30 am ET


      Work to Focus on VGF Technology Enhancement and Czochralski and Liquid Encapsulated Czochralski Crystal Growth


      FREMONT, CA--(MARKET WIRE)--Jan 28, 2008 -- AXT, Inc. (NasdaqGM:AXTI - News), a leading manufacturer of compound semiconductor substrates, today announced that it has retained the services of world-renowned scientist Grant Elliot, Ph.D. to extend its research and development activities under Chia-Li Wei, chief technology officer, primarily in the areas of VGF technology enhancements and Czochralski (Cz) and Liquid Encapsulated Czochralski (LEC) Crystal Growth.
      ADVERTISEMENT


      Dr. Elliot has more than 40 years of research and development and engineering experience in materials ranging from oxides and high temperature inter-metallic compounds to III-V semiconductors. He spent 18 years developing and augmenting the III-V crystal growth capability of Hewlett Packard's Optoelectronics Division. His primary area of expertise is the LEC growth of both gallium arsenide (GaAs) and gallium phosphide (GaP).

      Dr. Elliot obtained his bachelor's of science degree in ceramic engineering from the University of California, Berkeley and started his career in research and development with Lockheed Missiles and Space Co. Palo Alto Research Labs. After obtaining his master's degree in materials science from San Jose State University, he was awarded a Graduate Study Fellowship from Lockheed to pursue his doctorate in materials science at Stanford University. Following a postdoctoral fellowship appointment in the Physics Department at Southampton University, England, he returned to Stanford University to carry out research on ceramic materials for battery applications and to study the liquid phase epitaxy growth of gallium arsenide on various substrate materials. He later joined the III-V crystal growing group at Hewlett Packard's Optoelectronics Division.

      Dr. Elliot has 33 publications and one patent. He served one term as vice president for the American Association for Crystal Growth and was president of the American Association for Crystal Growth/Western Region for several terms.

      "We are very pleased to have retained the services of Dr. Elliot, a leading scientist in the area of LEC growth of both gallium arsenide and gallium phosphide," said Dr. Phil Yin, chairman and chief executive officer. "We are very committed to developing world-class Cz and LEC capabilities in order to broaden our product offering into areas that we do not currently participate in and to improve our manufacturing cost structure for certain current products, in which these technologies offer the most appropriate level of performance. We continue to focus on our internal competencies with an eye towards providing a more comprehensive product offering to meet our customers' future device requirements."

      About AXT, Inc.

      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
      Avatar
      schrieb am 27.02.08 20:03:11
      Beitrag Nr. 76 ()
      Auartalszahlen..... Aktie steigt prozentual fast wie der Gewinn!!! :eek:





      AXT, Inc. Announces Fourth Quarter and Fiscal 2007 Results
      Revenues Increase 31 Percent From Fiscal 2006

      Last update: 4:17 p.m. EST Feb. 26, 2008Print E-mail RSS Disable Live Quotes

      FREMONT, CA, Feb 26, 2008 (MARKET WIRE via COMTEX) -- AXT, Inc. (AXTI:axt inc com
      News, chart, profile, more
      Last: 6.03+1.08+21.82%

      1:45pm 02/27/2008

      AXTI 6.03, +1.08, +21.8%) , a leading manufacturer of compound semiconductor substrates, today reported financial results for the fourth quarter and fiscal year ended December 31, 2007.
      Fourth Quarter 2007 Results
      Revenue for the fourth quarter of 2007 was $17.6 million, compared with $14.5 million in the third quarter of 2007, and $13.1 million in the fourth quarter of 2006. Total gallium arsenide (GaAs) substrate revenue was $12.2 million for the fourth quarter of 2007, compared with $9.9 million in the third quarter of 2007, and $11.1 million in the fourth quarter of 2006.
      Indium phosphide (InP) substrate revenue was $330,000 for the fourth quarter of 2007, compared with $408,000 in the third quarter of 2007, and compared with $456,000 in the fourth quarter of 2006. Germanium (Ge) substrate revenue was $747,000, compared with $536,000 in the third quarter of 2007, and $318,000 in the fourth quarter of 2006. Raw materials sales were $4.3 million for the fourth quarter of 2007, compared with $3.6 million in the third quarter of 2007, and $1.2 million in the fourth quarter of 2006.
      Gross margin was 30.1 percent of revenue for the fourth quarter of 2007. This included a benefit from the sale of approximately $466,000 in fully reserved wafers, which positively affected the quarterly gross margin by 2.7 percentage points. By comparison, gross margin in the third quarter of 2007 was 31.3 percent. This included a benefit from the sales of approximately $556,000 in fully reserved wafers, which positively affected third quarter gross margin by 3.8 percentage points. Gross margin in the fourth quarter of 2006 was 38.2 percent, including a benefit from the sale of approximately $730,000 in fully reserved wafers, which positively affected the quarterly gross margins by 5.6 percentage points.
      Operating expenses were $3.7 million in the fourth quarter of 2007, compared with $3.5 million in the third quarter of 2007, and $3.8 million in the fourth quarter of 2006.
      Income from operations for the fourth quarter of 2007 was $1.6 million compared with income from operations of $1.1 million in the third quarter of 2007, and income from operations of $1.2 million in the fourth quarter of 2006.
      Net interest and other income for the fourth quarter of 2007 was $608,000, which included a gain on sale of investment of $1.1 million, compared with net interest and other expense of $54,000 for the third quarter of 2007, and net interest and other income of $1.1 million in the fourth quarter of 2006, which included a gain on sale of Finisar stock of $1.3 million.
      Net income in the fourth quarter of 2007 was $1.9 million or $0.06 per diluted share, compared with a net income of $858,000 or $0.03 per diluted share in the third quarter of 2007, and a net income of $3.4 million, or $0.13 per diluted share in the fourth quarter of 2006, which included approximately $0.05 per diluted share from the gain on sale of Finisar stock, and $0.04 per diluted share from our net income tax benefit.
      Fiscal Year 2007 Results
      Revenue for fiscal year 2007 was $58.2 million, compared with $44.4 million in fiscal year 2006. Gross margin for fiscal year 2007 was 34.8 percent of revenue compared with 28.7 percent of revenue for fiscal year 2006.
      Net income for fiscal year 2007 was $5.3 million or $0.16 per diluted share compared with net income of $944,000 or $0.03 per diluted share for fiscal year 2006.
      Management Qualitative Comments
      "Our strong fourth quarter results concluded what was another solid year for AXT," said Phil Yin, chairman and CEO. "In addition to posting very meaningful gains in revenue, gross profit, operating income, net income and positive cash flow from operations, we have continued to grow our customer base, significantly increase our market share and make strategic investments into the technologies and products that will expand our addressable market. We are excited by the long-term trends in all of the markets that we serve, including the growth of the handset market, the increasing prevalence of LED's in a wide variety of lighting applications and the worldwide adoption of solar energy. We believe that our unique business model is allowing us to convert these exciting opportunities into tangible results."
      Outlook for First Quarter, Ending March 31, 2008
      AXT estimates revenue for the first quarter will increase to between $17.6 million and $18.0 million. The company estimates that net income per diluted share will be between $0.03 and $0.05, which takes into account our diluted weighted average share count of approximately 31.6 million shares.
      Conference Call
      The company will also host a conference call today to discuss these results at 1:30 p.m. PT. The conference call can be accessed at (416) 641-6106 (conference ID 3248721). The call will also be simulcast on the Internet at www.axt.com. Replays will be available at (416) 695-5800 until March 4, 2008. Financial and statistical information to be discussed in the call will be available on the company's website immediately prior to commencement of the call. Additional investor information can be accessed at http://www.axt.com or by calling the company's Investor Relations Department at (510) 683-5900.
      About AXT, Inc.
      AXT designs, develops, manufactures and distributes high-performance compound and single element semiconductor substrates comprising gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) through its manufacturing facilities in Beijing, China. In addition, AXT maintains its sales, administration and customer service functions at its headquarters in Fremont, California. The company's substrate products are used primarily in lighting display applications, wireless communications, and fiber optic communications. Its vertical gradient freeze (VGF) technique for manufacturing semiconductor substrates provides significant benefits over other methods and enabled AXT to become a leading manufacturer of such substrates, particularly in optoelectronics applications. AXT has manufacturing facilities in China and invests in five joint ventures producing raw materials. For more information, see AXT's website at http://www.axt.com.
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      schrieb am 25.05.08 19:51:17
      Beitrag Nr. 77 ()
      Antwort auf Beitrag Nr.: 20.394.054 von boulefan am 26.02.06 19:58:17AXT Inc. CEO Discusses Massive Gain for the First Quarter of 2008 at Market Headquarters
      Tuesday May 13, 11:50 am ET


      FREMONT, Calif., May 13, 2008 (PRIME NEWSWIRE) -- Market Headquarters announces audio interview with Phil C.S. Yin, Ph.D., Chairman and CEO of AXT Inc. (NasdaqGM:AXTI - News), who speaks about the growth of AXT.
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      Dr. Yin explains the increase in growth for the 2008 first quarter compared to that of the first and fourth quarter of 2007: ``We saw a strong increase in the revenues especially in strategically important areas...to be specific the first quarter (2008) was $19.6 million in revenues compared to $17.6 million in the fourth quarter (2007) and $12.5 million in the first quarter of 2007. So we had very good growth... .''

      His prediction for the second quarter 2008 shows how certain he is about AXT Inc.'s continuous success. He stated, ``The second quarter we're projecting a revenue of $19.7-$20 million, with EPS (earnings per share), based on a diluted share basis, between 4 and 6 cents.''

      His detailed elucidation of the company's infrastructure and projects illustrates the source of these increased revenues.


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