Elantec - Highflyer - 500 Beiträge pro Seite

[Mr.Siebel]

Ich möchte heut mal einen sehr interessanten Wert ins Spiel bringen - Elantec Semiconductor. Elantec ist Zulieferer für Optische Speichermedien, Breitbandtechnik, SANs, u.ä.
erst gestern kam die Meldung, dass Elantec einen neuen Laser entwickelt hat, der wesentlich höher Schreib und Leseraten für CDs ermöglicht. Die Company ist erst seit ein paar Monaten am Markt, die Kursentwicklung phänomenal.
Die Aktie ist im Frühjahr, als der Nasdaq einbrach, seitwärts gegangen, und hat dann ordentlich angezogen.
KGV für 2001 ca. 67, für 2002 ca. 45.
Aus meiner Sicht ein sehr interessanter Wert.
Ich hab zu Elantec am letzten Samstag eine sehr interessante Meinung auf CNBC gehört. Ein Fondsmanager hat auf eine Zuschauerfrage hin Elantec als überaus aussichtsreich dargestellt.
Problem ist nur, das ElNT in Deutschland kaum gehandelt wird, da der Wert eben noch ziemlich unbekannt ist.

Kursziel bis Jahresende ca. 120 $

[TopTom]

Hi Mr. Siebel,
habe soeben Deine beiden Empfehlungen gekauft. Bin auch optimistisch für die Werte.

Danke!

Kannst Du vielleicht bei weiteren Empfehlungen die Wertpapier Nr. im Treat eintragen ? Wäre besser !

TopTom

[Crestfallen]

Hi Mr. Siebel,

ich glaub, Du wirst hier noch zum Guru

Werde mir den Wert auch gleich mal anschauen.

Gruß,
Crestfallen.

[HenryIV]

Hallo Mr. Siebel,

habe einige Deiner Threads verfolgt und daraus einige Anregungen für interessante Aktien geholt.
Über Elantec habe ich unter anderem folgendes gefunden (www.multex.com):

lantec Semiconductor, Inc. designs, manufactures and markets high performance
analog integrated circuits primarily for the video, optical storage, integrated DCC
and xDSL markets. The Company targets high growth commercial markets in
which advances in digital technology are driving increasing demand for high speed,
high precision and low power consumption analog circuits. Electronic system
manufacturers in these markets typically have requirements for analog circuits with
particular precision, linearity, speed, power and signal amplification capabilities.
The Company addresses these requirements with standard products that serve
several markets and application specific standard products (ASSPs) designed for
specific markets and applications. By offering both standard products and ASSPs,
the Company seeks to broaden its customer base with standard products and to
expand product sales to new and existing customers with ASSPs that meet their
specific requirements. The Company offers approximately 150 products such as
amplifiers, drivers, faders, transceivers and multiplexers, most of which are
available in multiple packaging configurations. Products are fabricated at the
Company`s internal manufacturing facility in Milpitas, California as well as at third
party wafer foundries. Revenues for the fiscal year ended September 30, 1999 were
$50.7 million, compared with $46.2 million the previous fiscal year.

Elantec targets four high growth commercial markets: video, optical storage,
integrated DCC and xDSL. In each of its target markets, the Company offers a
family of standard products and ASSPs that are designed to be used as building
blocks by addressing a number of common component requirements, thereby
providing more effective solutions for electronic systems designers. Most of the
Company`s standard products are used in more than one of these markets, while in
general each ASSP is used in only one specific market.

Standard Products

Amplifiers and buffers are used to amplify or reproduce analog electrical signals
(either voltage or current) without distortion. High power amplifiers provide a large
electrical output current or voltage and are particularly useful in video transmission
and communications applications. High speed amplifiers and buffers are designed
specifically to process high frequency signals such as video information without
distortion. Comparators are circuits that accurately measure an electrical signal
level in comparison with a predetermined value and indicate the result. Mosfet
drivers are circuits that control the switching functions of mosfet
(metal-oxide-semiconductor field effect transistor) power transistors used in power
control applications.

Application Specific Standard Products

For the video market the Company offers a variety of ASSPs that can be used as
standard building blocks to provide solutions to the video system designer for many
common video circuit designs. Sync separators are timing circuits that control the
position and stability of the video image on a video display. D.C. restoration circuits
restore to the correct voltage level a video signal that has been amplified and
processed in order to ensure accurate transfer of video information. Video
multiplexers allow multiple video inputs to be connected to a single output in a
selected manner. Faders combine separate signals in different ratios for special
effects such as the fading of one video image into another. For the optical storage
market, laser diode drivers control the performance of the laser diode used in the
read/write mode in optical storage pick-up heads. The Company`s Integrated
DCC converter circuits convert supply voltages from five volts to a lower voltage
required by modern microprocessors and digital signal processors (DSP). In the
xDSL market, transceivers are used to transmit and receive high-speed analog
signals containing encoded digital information over twisted pair telephone lines.

In fiscal 1999, 1998 and 1997, sales to Insight Electronics, Inc. represented
approximately 10%, 11% and 12% of the Company`s net revenues, respectively.
Outside North America, the Company sells its products through a network of
international distributors. Such international sales represented approximately 57%,
53% and 54% of the Company`s net product revenues, excluding Aisin contract
revenues, in fiscal 1999, 1998, and 1997, respectively. Sales to Microtek
International, Inc. in Japan represented approximately 30%, 23% and 14% of net
product revenues in fiscal 1999, 1998 and 1997, respectively.

The Company`s current primary competitors are Analog Devices, Inc., Linear
Technology Corporation, Maxim Integrated Products, Inc., Toshiba and National
Semiconductor Corporation. The Company also competes indirectly with the
in-house design staffs of certain of its customers, which often provide alternative
solutions to individual analog systems requirements.


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Außerdem ist es interessant, dass das Unternehmen in letzter Zeit immer über den Analystenschätzungen lag.


HenryIV


P.S.: @ alle: Auch wenn Ihr meint, wieder mal einen "Guru" gefunden zu haben. Nie blind kaufen. Schaut Euch die Unternehmen
selbst an.

[HenryIV]

Hallo Leute,

lief ja nicht so richtig gut mit elantec in letzter zeit. alle die drin sind haben mein mitgefühl (hab selbst einige rote zahlen im depot).

was elantec betrifft:
der kurs ist unheimlich abgestürzt, obwohl eigentlich eher positive meldungen kamen. halbleiter scheinen eben in letzter zeit ziemlich unsexy zu sein, nachedem die ganze branche mehrmals runtergestuft wurde.

speziell bei elantec ist allerdings recxht interessant, das laut yahoo im letzten monat die institutionellen eingestiegen sind. ist bei dem niedrigen kgv und dem wachstum auch rein von den zahlen her auch recht günstig bewertet. ein einstieg (oder das verbilligen) könnte sich also lohnen. allerdings sollte man wohl besser eine bodenbildung abwarten und nicht "ins fallende messer greifen".

NOCH JEMAND HIER ?

HenryIV