Clarent - Von 30 auf 150 in 12 Monaten. - 500 Beiträge pro Seite

[pollalepta]

Hi allerseits

Hat schon jemand bemerkt was sich zur Zeit bei Clarent Corp. abspielt.
Bei Nasdaq - 2% um mehr als 20 % nach oben. Und das ohne jede Nachricht.
Könnte ein echter Hammer werden.


Clarent Corporation designs, develops, markets, and sells integrated Internet Protocol (IP)
telephony systems. The Company`s solution is an integrated hardware and software solution that
enables telecommunications service providers to rapidly deploy voice, fax, and data services
over IP networks.

Mehr folgt bald

Happy trading

[pollalepta]

Hier kommt näheres :

Clarent keeps information moving. The company makes
Internet-based telephony systems that transfer voice,
data, and fax. Its products use packet-switched
technology, which breaks information into pieces, sends
it, and reassembles it at its destination. This method is
more efficient because it takes up network space only
during transmission, not for the duration of the call.
Clarent sells to telecom service providers like AT&T (15%
of sales), Concert, China Telecom, and KPN. Customers
outside the US account for about 55% of sales. Clarent
has agreed to buy ACT Networks, which makes products
that integrate voice, data, and video for network
transmission. WK Technology Funds chairman Wen
Chang Ko owns 17% of Clarent.

[pollalepta]

Sorry, aber cut and paste vermurkst die Tabelle ein wenig.


CLARENT CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(in thousands, except per share amounts)
(Unaudited)

Three Months Ended Six Months Ended
June 30, June 30,
2000 1999 2000 1999

Revenue:
Product and software $ 25,255 $ 8,486 $ 47,333 $ 14,615
Maintenance and support
services 3,058 818 5,563 1,403
-------- -------- -------- --------
Total revenue 28,313 9,304 52,896 16,018

Cost of revenue:
Product and software 9,020 3,424 17,331 6,210
Maintenance and support
services 2,080 722 3,718 1,217
-------- -------- -------- --------
Total cost of revenue 11,100 4,146 21,049 7,427
-------- -------- -------- --------

Gross profit 17,213 5,158 31,847 8,591

Operating expenses:
Research and development 5,566 1,991 9,906 3,557
Sales and marketing 11,819 5,623 22,874 9,648
General and administrative 2,583 1,272 5,024 2,629
Amortization of deferred
compensation and warrant
valuation 932 13,662 2,310 15,642
Amortization of goodwill 225 -- 451 --
-------- -------- -------- --------
Total operating expenses 21,125 22,548 40,565 31,476

Loss from operations (3,912) (17,390) (8,718) (22,885)

Other income, net 4,399 (163) 8,514 (147)
-------- -------- -------- --------

Loss before income taxes 487 (17,553) (204) (23,032)
Provision for income taxes (259) (11) (284) (11)
-------- -------- -------- --------
Net loss $ 228 $(17,564) $ (488) $(23,043)
======== ======== ======== ========

Basic and diluted net income
(loss) per share $ 0.01 $ (2.73) $ (0.02) $ (3.87)
======== ======== ======== ========


Shares used to compute basic
net income (loss) per share 32,934 6,429 32,174 5,951
======== ======== ======== ========

Shares used to compute diluted
net income (loss) per share 38,166 6,429 32,174 5,951
======== ======== ======== ========

Diluted proforma net income
(loss) per share excluding
amortization of goodwill
and deferred compensation
and warrant valuation $ 0.04 $ (0.61) $ 0.06 $ (1.24)
======== ======== ======== ========


CLARENT CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands)

June 30, Dec. 31,
2000 1999
(unaudited) (audited)
ASSETS
Current assets:
Cash, cash equivalents
and short term investments 276,174 281,305
Accounts receivable, net 29,102 24,218
Inventories 14,604 8,404
Prepaid expenses and other 2,888 2,826
-------- --------
Total current assets 322,768 316,753

Property and equipment, net 17,591 12,696
Other assets 9,367 5,919
-------- --------
Total Assets $349,726 $335,368
======== ========

LIABILITIES AND STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable 15,402 8,552
Deferred revenue 11,032 10,117
Other accrued liabilities 9,806 7,857
-------- --------
Total current liabilities 36,240 26,526
Total stockholders` equity 313,486 308,842
-------- --------
Total Liabilities and Stockholders`
Equity $349,726 $335,368
======== ========

[pollalepta]

Ach ja, es gibt natürlich auch eine IR-Webseite

http://www.irconnect.com/clrn/

Bis bald

[pollalepta]

Hier noch ein Chart



Ciao

[pollalepta]

Clarent Corporation (Nasdaq: CLRN)

Buy

Paul Johnson, Communications/Networking

"We are reiterating our recommendation on Clarent for multiple reasons," said
Johnson. "We believe there exists an attractive opportunity for next- generation
integrated communications vendors and further believe that Clarent will
emerge as one of the critical vendors in this market. Clarent has captured a
large customer base and a growing market share, demonstrating its market
leadership. The company has already demonstrated an impressive business
model and it appears to be getting more attractive each quarter."

[pollalepta]

Clarent Corp. Completes Acquisition of ACT Networks; Union
Enhances Clarent`s Technology Base, Distribution Channels and
Worldwide Revenue Opportunities

BusinessWire
Thursday August 10 5:36pm

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Aug. 10, 2000--Clarent(TM)
Corp. (Nasdaq:CLRN), a worldwide leader in providing carrier-grade,
phone-to-phone Internet Protocol (IP) telephony solutions, today announced the
completion of its acquisition of ACT Networks of Calabasas, Calif., in a
transaction valued at approximately $142 million.

Clarent will issue 4,430,356 shares of Clarent stock to ACT Networks`
stockholders in exchange for all outstanding ACT Networks common stock.
Clarent will also assume outstanding options to purchase ACT common stock
having an estimated value of $26 million.

The ACT Networks acquisition further strengthens Clarent`s leadership
position in providing end-to-end intelligent, software- driven communications
solutions for next-generation IP networks.

The integration of ACT Networks` products, including a comprehensive family
of voice and data access equipment with fully integrated command and control
software, enables service providers and enterprise customers to build scalable,
cost-effective and easy-to- manage IP telephony networks.

In addition to these integrated access devices (IADs), ACT Networks brings
to Clarent a significant installed base of service- provider, enterprise and OEM
customers, including IDT, Impsat, Lucent Technologies and Marconi
Communications.

ACT`s worldwide distribution channel and its superior team of packet
telephony engineers in the United States and Canada are also considered major
assets that will contribute to the development of Clarent`s future business.

"We are proud to welcome the ACT Networks team to the Clarent family. Our
new ACT Networks employees are incredibly talented and experienced, and
will be a tremendous asset to Clarent," said Clarent`s chief executive officer
and president, Jerry Chang.

"The expanded Clarent product line provides the robust, flexible, intelligent
software-driven platform for next-generation communications networks. Our
customers around the globe can immediately implement our products and
services to roll out new features to rapidly expand their revenue opportunities."

"We are excited to be part of the Clarent family," said Andre de Fusco, former
president and CEO of ACT Networks and now president of Clarent`s ACT
Networks Division.

"ACT Networks is a pioneer of packet voice technology and multiservice
network access systems. We believe that the integration of our products with
Clarent`s suite of command and control software will bridge the chasm
between in-place legacy networks and the next generation of IP-based
integrated services.

"Our objective is to enable service providers to deploy cost- effective, scalable
end-to-end IP communications networks. The Clarent solution is currently the
state of the art of this technology."

ACT Networks is now a wholly owned subsidiary of Clarent and is located in
Calabasas.

About Clarent

Clarent (Nasdaq:CLRN) is the world leader(a) in providing intelligent,
software-driven products for new-generation, IP-based communications
networks. Clarent solutions enable interconnection among communications
service providers` disparate networks and foster the creation of global
footprints for more than 260 telecom service providers worldwide, including
AT&T, NTT and China Telecom.

Clarent`s software platform encourages innovation by allowing carriers to
develop a variety of new features for consumers and enterprises. Founded in
1996, Clarent has headquarters in Redwood City and offices in Asia, Europe,
Latin America and North America. To learn more about Clarent, visit its Web
site at www.clarent.com

[pollalepta]

Na, also

Die 40 $ sind sofort und locker geknackt worden.

Und das bei negativer NASDAQ.

Mal sehen, was heute daraus wird.

[pollalepta]

Guten Morgen !

Vielleicht gibt es heute etwas profit taking zurück bis ca. 40 $.

Aber dann sollte es munter witrer gehen.

ciao

[das276]

Hi pollalepta

Wie machst Du das nur?

Mit clarent hast du ja eine echte Perle ausgegraben.

Im vorbörslichem Handel schon bei 46 zu 47 $

Ich habe auch schon welche ( zu 35.5 $) gekauft.

Happy trading

das276

[pollalepta]

Morgen,

Sehr, sehr positiv, nach einem Rückzieher auf 41 $ Schlusskurs bei 44.62 $.

Stay long

pollalepta

[pollalepta]

Vorbörslich gehts los mit 44 1/2 zu 45 1/4 .

Mal sehen was daraus wird.

[pollalepta]

Hi
Ich will ja nicht angeben, aber Clarent ist ja wirklich heiss.

Happy trading

[pollalepta]

Clarent Corp. Reiterated `Buy` at Thomas Weisel
By Donna Mcdonald

Princeton, New Jersey, Aug. 15 (Bloomberg Data) -- Clarent Corp. (CLRN US)
was reiterated ``buy`` by analyst Mark Edelen at Thomas Weisel Partners.

[pollalepta]

Guten Morgen

52,6 $ - ich fasse es ja kaum.

Langsam ist es Zeit den Gewinn abzusichern.

Happy trading
Pollalepta

[pollalepta]

Clarent Corp. Reiterated `Buy` at Lehman
By Donna Mcdonald

Princeton, New Jersey, Aug. 16 (Bloomberg Data) -- Clarent Corp. (CLRN US)
was reiterated ``buy`` by analyst Steven D. Levy at Lehman Brothers. The
12-month target price is $100.00 per share.

[pollalepta]

Es geht weiter mit vorbörslich 52 7/8 zu 53.

Bis dann

[pollalepta]

Na hoffentlich ist der kleine Rücksetzer heute ausgestanden.

Bis jetzt schon wieder auf 49.125 $

Happy trading

[pollalepta]

Na also, es geht ja schon weiter.

Clarent wieder über 50 $

Happy trading

[pollalepta]

Clarent Corp. Reiterated `Strong Buy` at George K.
Baum
By Sybil Carlson

Princeton, New Jersey, Aug. 18 (Bloomberg Data) -- Clarent Corp. (CLRN US)
was reiterated ``strong buy`` by analyst Michael Latimore at George K. Baum
& Company. The price target is $90-$100 per share.

[JediRitter]

hallo pollalepta,

schau mal in dein postfach ... !

gruß
jedi

[pollalepta]

Ich halte zwar nicht gerne Monologe, aber um den Thrad raufzuheben,
hier der Stand von Clarent

52.88 $

Interessiert sich wirklich keiner dafür ?????

Immerhin 68 % in vier Wochen.

Naja, man kann niemanden zu seinem Glück zwingen.

Ciao