Kaufen Red Hat Inc. - 500 Beiträge pro Seite

[SharpeRatio]

Red Hat holt auf. Der Erzkonkurrent von Microsoft litt in den letzten Wochen etwas unter dem unklaren Ausgang des MS-Prozesses und der allgemeinen Schwaeche der Software-Branche.

Jetzt ist die Linux-Schmiede wieder attraktiv bewertet!!

Kaufen bis 30 Euro mit Kursziel 120 Euro - STRONG BUY!!!

[INFO2000]

Schon mal mit LINUX gearbeitet??
Schon mal LINUX installiert??


Wie wollen die LINUX Firmen Geld verdienen, wenn sich jeder LINUX aus dem Netz runterladen kann (seit es die Flatrates gibt, sind die Kosten für die Ladezeiten ja auch kein Thema mehr)!

Würde mich mal wirklich interssieren!!

[SharpeRatio]

Einige Angaben zu meiner Kaufempfehlung. Red Hat konnte einen Gewinnsprung um 95% erzielen. Red Hat ist und bleibt ein Wert voller Fantasie, auch wenn er mit Risiko bestueckt ist. Die Zahlen sprechen jedoch fuer sich.

Viele Gruesse
SharpeRatio


Red Hat First Quarter Revenues Climbed 95% to $16 Million

Continued Execution Towards Profitability with Significant Gross Margin Improvement

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--June 15, 2000--Red Hat, Inc. (Nasdaq: RHAT), the leader in open source Internet infrastructure solutions, today reported revenue of $16.0 million for the first quarter ended May 31, 2000, a 95% increase over revenue of $8.2 million for the first quarter last year, and 22% higher than fourth quarter 1999 revenue of $13.1 million. Gross margins increased to 54.0% for the quarter, a 6.6 percentage point improvement over the prior quarter.

Adjusting for non-cash, merger, acquisition and other expenses, the Company reported a net loss for the first quarter of fiscal 2001 of $2.5 million, or $0.02 per share, compared to an adjusted net loss for the first quarter of fiscal 2000 of $3.8 million, or $0.08 per share. On a reported basis, the net loss was $14.9 million, or $0.10 per share, compared with a net loss of $4.1 million, or $0.08 per share, for the first quarter of fiscal 2000.

Commenting on the results, Matthew Szulik, president and CEO of Red Hat, Inc., said, "Q1 performance represents continued execution against our plan to double revenue and become profitable in calendar 2001 while leveraging our acquisitions to enter new markets and create new revenue streams."

Highlights for the first quarter include:

Red Hat Linux 6.2 was named Network Magazine`s Product of the Year and received Computer Reseller News Editors` Choice Award; Red Hat was named to Red Herring`s Top 50 Public Companies
Completed acquisition of Bluecurve, an e-server performance management services company, for $33 million in stock.
Unveiled the redhat.com Marketplace, a single, comprehensive Web destination to learn about and purchase products for open source Internet computing initiatives. Participating vendors include Dell, Compaq, IBM, Oracle, Rackspace.com and Zonetrader.com.
Launched "What Can Red Hat Do for Me," a service which delivers users a made-to-order report featuring the information, products and services that are right for that customer`s needs.
Launched "Success Stories," which details the business needs, deployment and cost savings of Red Hat Linux for Internet Infrastructure solutions.
Launched the Red Hat E-Learning Curriculum, a collaboration with DigitalThink, a leader in e-learning solutions, to extend Red Hat Linux training and certification to the Web.
Extended enterprise-level support to businesses of all sizes with a new per-server support program, a subscription-based, 24x7 annual service that has the flexibility to add systems at increasingly lower costs per system as the number of servers or desktops grows.
Extended the relationship with IBM. IBM is pre-loading Red Hat Linux 6.2 on its Netfinity servers for which Red Hat is providing level-three support. Additionally, IBM is offering the Red Hat Certified Engineer program at IBM training centers around the world.
Expanded the partnership with Dell by collaborating on the development of the Dell PowerApp.web appliance server, which is powered by the Red Hat Linux 6.2 operating system. Red Hat is also providing support to Dell customers for the PowerApp.web appliance server.
Expanded the relationship with Compaq to provide bundled and pre-loaded Red Hat Linux 6.2 on Compaq servers, AlphaStations and select Deskpro PC models.
Released pre-production tools and software for the forthcoming Intel Itanium processor platform targeting high-end servers and workstations.
Launched eCos 1.3, the latest version of Red Hat`s Open Source, configurable, application-specific operating system for embedded systems. eCos provides manufacturers of post-PC devices with the expertise to bring networking applications to embedded devices.
Distributing the Red Hat Embedded DevKit and support package, providing software developers with everything needed to create embedded Linux applications on a wide spectrum of pervasive computing platforms.
Introduced the Enterprise Channel Partner Program for the largest resellers and network and systems integrators that service some of the world`s most successful enterprise companies.
Formed Red Hat Ventures, a venture funding and strategic business relationships division to accelerate the breadth of tools, services and technologies available to Red Hat customers.

About Red Hat

Founded in 1994, Red Hat (Nasdaq:RHAT), is the leading provider of open source Internet infrastructure solutions, ranging from small embedded devices to high availability clusters and Web serving. Red Hat applies its technological leadership to create open source solutions for Internet infrastructure and post-PC environments, offers services backed by the best understanding of open source and the most comprehensive resources, delivers the brand of a widely trusted open source leader and corporate partner, and persists in an indelible commitment to the virtues of open source to lead a revolution in the computing industry.

Red Hat is based in Research Triangle Park, N.C. and has offices worldwide. Visit Red Hat on the Web at www.redhat.com. For investor inquiries, please call 1-888-REDHAT2.

Forward-looking statements in this press release are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. Investors are cautioned that statements in this press release that are not strictly historical statements, including, without limitation, statements regarding current or future financial performance, management`s plans and objectives for future operations, product plans and performance, management`s assessment of market factors, and statements regarding the strategy and plans of the Company and its strategic partners, constitute forward-looking statements. These forward-looking statements are not guarantees of the Company`s future performance and are subject to a number of risks and uncertainties that could cause the Company`s actual results in the future materially to differ from the forward-looking statements. These risks and uncertainties include, without limitation, challenges associated with the Company`s domestic and international expansion, shifting to a subscription-based model of product offerings, the difficulty of integrating newly-acquired companies, the possible failure to realize the beneficial synergies expected from such acquisitions, the Company`s ability to attract new enterprise customers and to meet their needs by expanding and enhancing its service offerings, the need to continually enhance the Company`s Web site and the ability to generate significant revenue from it, the Company`s ability to enter into new and retain existing strategic alliances with technology leaders, the continuing need for an increasing number of Linux-based enterprise applications, the Company`s dependence upon an open source business model, reliance upon independent enforceability of the GNU General Public License and other licenses under which the Company`s products are developed and licensed, the risks of economic downturns generally, and in the Company`s industry specifically, the risks associated with competition and competitive pricing pressures, the viability of the Internet, and other risks detailed in the Company`s filings with the Securities and Exchange Commission, copies of which may be accessed through the SEC`s Web site at http://www.sec.gov. -0-


RED HAT, INC.
Consolidated Statements of Operations

Three months ended
May 31,
-------------------------------------
2000 1999
(Unaudited) (Unaudited)
Revenue
Subscription 8,537,501 4,321,540
Services 6,260,334 3,832,458
Web 1,230,863 80,050
----------------- --------------
Total revenue 16,028,698 8,234,048
----------------- --------------

Cost of revenue
Subscription 3,688,543 2,235,901
Services 3,629,234 1,615,890
Web 61,250 123,000
----------------- --------------
Total cost of revenue 7,379,027 3,974,791
----------------- --------------

----------------- --------------
Gross profit 8,649,671 4,259,257
----------------- --------------

Operating expense
Sales and marketing 9,493,407 3,740,859
Research and development 3,271,184 2,381,782
General and
administrative 3,771,148 2,019,577
Amortization of goodwill
and intangibles 5,231,387 1,298
Stock-based compensation 3,717,753 371,625
Merger, acquisition
and other 3,359,026 -
----------------- --------------
Total operating
expense 28,843,905 8,515,141

----------------- --------------
Income (loss) from
operations (20,194,234) (4,255,884)

Other income (expense),
net 5,407,190 227,927
----------------- --------------

Income (loss) before
income taxes (14,787,044) (4,027,957)

Provision for income
taxes 64,414 61,576
----------------- --------------

Net income (loss) (14,851,458) (4,089,533)
----------------- --------------

Accretion on mandatorily
redeemable preferred stock - 43,080
----------------- --------------
Net income (loss) available
to common stockholders (14,851,458) (4,132,613)
================= ==============

Net income (loss) per
common share
Basic (0.10) (0.08)
Diluted (0.10) (0.08)

Weighted average common
shares outstanding
Basic 154,664,865 49,925,913
Diluted 154,664,865 49,925,913


RED HAT, INC.
Consolidated Balance Sheets

May 31, February 29,
2000 2000

Assets
Current assets:
Cash and cash
equivalents $ 106,050,164 $242,426,032
Short-term
investments 48,314,139 27,460,222
Accounts receivable,
net 10,250,190 7,893,936
Inventory 1,343,816 488,977
Prepaid expenses 2,175,166 1,874,973
----------------- --------------

Total current assets 168,133,475 280,144,140

Property and equipment,
net 8,894,542 7,909,103
Goodwill and intangibles,
net 87,870,770 58,267,419
Long-term investments 176,260,633 72,354,212
Other assets, net 7,713,678 4,859,958
----------------- --------------
Total assets $ 448,873,098 $423,534,832

Liabilities and stockholders`
equity Current liabilities:
Accounts payable 5,909,724 10,774,546
Royalties payable 40,822 115,117
Accrued expenses 13,078,768 7,571,058
Deferred revenue 12,030,907 11,030,337
Current portion of capital
lease obligation 366,315 366,062
----------------- --------------

Total current
liabilities 31,426,536 29,857,120

Capital lease obligations 190,483 230,516
Commitments and
contingencies - -

Stockholders` equity
(deficit):
Preferred stock - -
Common stock 15,639 15,334
Additional paid-in capital 514,104,170 477,781,234
Shareholder receivables 602 (66,899)
Deferred compensation (32,066,408) (35,159,127)
Accumulated other
comprehensive income
(loss) (1,338,988) (515,868)
Accumulated deficit (63,458,936) (48,607,478)
----------------- --------------

Total stockholders`
equity 417,256,079 393,447,196
----------------- --------------

Total liabilities
and stockholders`
equity 448,873,098 423,534,832
----------------- -------------

[effektiv]

Natürlich kommt das Argument immer wieder: Man kann sich die Software vom Internet laden. Leider muß ich dem teilweise widersprechen. Man kann sich die Basis herunterladen, man muß mit der Installation selber zurecht kommen, etc. ABER man bekommt NICHT die vielen sehr guten Zusatzprogramme von Red Hat, die das System abrunden. Deshalb ist es für Großkunden wie z.B. Dell sehr interessant. Dell möchte nicht nur ein paar Kisten, die laufen, sondern auch so viel Service wie möglich: UND DAS KANN RED HAT momentan eben am besten.

Es sind viele kurzfristigen Anleger in der Aktie, die wahrscheinlich bei 60 Euro liquidieren werden. Aber diese Aktie hat bei der DERZEITIGEN Marktsituation langfristig hervorragende Aussichten auch die Nummer 1 zu bleiben. Das Management arbeitet hervorragend, die Marketing- und Akquisitionspolitik ist hervorragend.

Mein Kursziel dieses Jahr mindestens 80 Euro, sollten die Fundamentaldaten so bleiben. (Man kann ja nicht vorhersagen, was in dem kranken Schädel von Billiboy vorgeht.)

[ZimtOchse]

NCR Announces Support Services for Red Hat Linux:
http://news.stockmaster.com/display_news.asp?mode=news&doc_i…

Schade nur, dass der Kurs weiter fällt.

ciao ZO

[n.j.]

@info2000:

ja, ich habe GNU/Linux im Dezember 97 installiert und arbeite seitdem damit, um deine frage gleich mal zu beantworten.
Ich glaube nicht, daß du dich eingehend mit der materie befaßt hast, sonst wüßtest du nämlich auch wie man mit dem system geld verdient und warum die finanzierung über die unseligen softwarelizenzen ein geschäftmodell von gestern ist. Es muß dich ja nicht interessieren, kauf dir einfach aktien aus themenbereichen von denen du ahnung hast :>
Die diskussion um diesen punkt ist schon so lange abgehakt daß es schon fast peinlich ist. Es kommt nicht darauf an was man sich downloaden kann und was nicht. ÜBERHAUPT nicht.

n.j.

[FJS]

Red Hat nachbörslich nochmal -9,5% auf 21,5$, was ist denn da los???

[ropi27]

Woher bekommst du die vorbörslichen kurse?
Danke!!

[Scrabble]

@ropi27:

Vor- un nachbörsliche Kurse bekommst Du bei http://www.isld.com oder bei http://www.bigcharts.com

@FJS:
gestern wurde nach Börsenschluß folgende Meldung veröffentlicht:


Red Hat Announces Resignation of Harold Covert, Chief Financial Officer


MONDAY, JULY 24, 2000 4:43 PM
- BusinessWire

RESEARCH TRIANGLE PARK, N.C., Jul 24, 2000 (BUSINESS WIRE) -- Red Hat, Inc. (Nasdaq:RHAT), the leader in open source Internet infrastructure
solutions, announced today the resignation of Harold Covert as Chief Financial Officer, effective immediately, to become chief financial officer at Silicon
Graphics, Inc. In announcing the departure, Matthew Szulik, Red Hat president and chief executive officer, said that "Hal is an talented chief financial officer
who has made valuable contributions to the company, and we wish him well in the future."


hier waren wohl Insiderverkäufe vor Handelsschluß verantwortlich, als auch eine Meldung, daß die PC-Verkäufe in den USA hinter den Erwartungen lagen (siehe DELL):


Wall Street Stocks Fall On Lower PC Sales


MONDAY, JULY 24, 2000 7:26 PM
- Xinhua News Agency

NEW YORK (July 24) XINHUA - Wall Street stocks fell Monday as a fresh report showed that U.S. personal-computer demand slowed markedly in the
second quarter although overseas sales remained strong.

The Dow Jones industrial average closed down 48.44 at 10,685.12, extending its loss of 110.31 points Friday.

The technology heavy Nasdaq composite index fell 112.88 at 3, 981.57, dropping again below the 4,000 level. The composite fell 90.11 points in the
previous session.

Broader stock indicators were also lower. The Standard & Poor`s 500 index fell 15.90 at 1,464.29.

The market plumped as International Data Corp. reported that PC sales in the U.S. market grew only 7 percent in the second quarter, down from 15 percent
a year earlier and 17 percent in the fourth quarter of 1999. The slowdown potentially heralded the maturation of the U.S. PC market.

Dell Computer and Apple fell sharply. Microsoft was also lower on the report.

Stock were also hit by two mergers. The German telecom company Deutsche Telekom has agreed to acquire the U.S. company VoiceStream Wireless
Corp. Shares of Deutsche Telekom and VoiceStream fell.

The acquisition will face opposition from the politicians in Washington because it will give the European company its first foothold in the United States.

In addition, Corning Inc. is in talks to buy Nortel Networks Corp.`s fiber-optic parts unit. The deal worth more than 100 billion U.S. dollars would make Nortel
the majority shareholder in Corning. Both Corning and Nortel fell.

The NYSE index fell 4.38 at 651.00 and the American Stock Exchange index fell 9.40 at 918.24. The Russell 2000 index of smaller companies fell 8.45 at
514.25.

Declining issues outnumbered advancers by a 3-to-2 margin on the New York Stock Exchange, with 1,760 down, 1,112 up and 489 unchanged.

NYSE volume declined to 869.26 million shares from 963.62 million in the previous session.

Copyright XINHUA NEWS AGENCY



Viele Grüße
Scrabble

[Scrabble]

Tja, 20$

Wann kommt der Rebound mit kräftigem Short-Squeeze ???
Kommt er überhaupt, was denkt Ihr ?

Viele Grüße
Scrabble

[ctrickykid]

ich will ja nicht schwarz malen, aber irgenwie scheint der markt positive nachrichten in richtung
linux oder red hat zu ignorieren und bei negativen nachrichten über zu reagieren. wenn das so weiter geht, sehen
wir die 15US$ wieder. an eine nachhaltige erholung glaube ich erst wenn die gewinnprognose realisiert ist
, oder sich ein investor zur übernahme entschliesst.

linux ist kostenlos - das stimmt. aber für viele (zu viele) user ist auch windows kostenlos. und support schulung und
press ist schön und gut. aber wer bezahlt schon gerne für die hilfe? wozu gibts newsgroups und foren und tutorials (für consumer).
der markt ist irgendwie in der vorstellung verhaftet linux müsste windows schlagen. profitable geschäfte im server
bereich, besetzung von nieschen und die aussicht auf gewinn reichen wohl nicht.

keine frage linux/redhat hat zukunft. aber eben zukunft und keine gegenwart.

der einstieg eines investors wie IBM oder Dell würde die attraktivität der produkte steigern. und linux könnte
endlich das kostet nix taugt nix image ablegen.
bei Sun scheint ja das `for free` konzept aufzugehen. Java, Solaris, StarOffice ist ja unter dem label `umsonst`
(die wirklichkeit sieht natürlich anders aus). Warum sollte das konzept bei RedHat in kooperation mit einem Hard-
warehersteller nicht funktionieren?

ich habe nicht aufgegeben aber mein kapital abgezogen.

hoffe dass jemand meine ausführungen als geschwätz deklariert und ich wieder hoffen kann.

ctrickykid