Schwedische Rakete: Kauf rekommendation Switchcore - 500 Beiträge pro Seite

[kaninnos]

REKOMMENDATION: Kauf Switchcore (SCOR, Aktiennummer: 912260)

Hier volgt eine kurze Analyse von der zur Zeit heissesten IT-aktie in Stockholm. Der Kauf von SCOR (Aktiennummer: 912260) wird gerade von vielen Spezialisten STARKT rekommendiert. Einen Durchbruch von Switchcores produkt kan jetzt jeden Tag annonsiert werden und dann wird der Kurs mit Sicherheit explodieren. Verpasst diese Chance alltså nicht!

Das Magazin Dataquest sieht vorraus dass der Markt im Jahre 2001 för Gigabit Ethernet Computer Switches einen Wert von ca. 216 m USD hat. Switchcore (SCOR) hat mit der weltführenden Technology in diesem bereich alle chansen sich mindestens 20-35% an Marktanteilen zu sichern (Wert: ca. 93-162 miljonen DM). Switchcores wichtigster konkurrent ist Broadcom (wird zu einem viel höheren Wert alls Scor gehandelt).

Mit einem 40%-igen Marginalgewinst (brutto) ergibt dass eine P/E auf 104. Die Anzahl Aktien ist ca. 61 miljonen.

Der Zielkurs für SCOR under 2001 liegt auf 247-432 Schwedische Kronen (SEK). Heutiger kurs: 128 SEK.

Der Umsatz in SCOR ist auf der Stochholmer Börse in letzter Zeit sehr starkt gestiegen under einen Durchbruch für Switchcores produkt wird von vielen Experten in der nahen Zukunft erwartet. Kauf SCOR wird daher jetzt auch von vielen Finanzmagazinen, Banken etc. rekommendiert.

Info. Switchcore: (http://www.switchcore.com)

Who is SwitchCore?
SwitchCore is a fabless semiconductor company founded in 1997 to provide superior solutions for the networking industry. SwitchCore`s full-custom design architecture allows wire-speed switching and routing to be integrated into single-chip solutions. With our next generation technology, we provide our customers with the competitive advantage needed to reduce the time-to-market and deliver superior performance in today`s high-speed marketplace. Our CXE technology, based on full-custom design methodology, makes it possible to achieve the highest levels of functionality on a small surface, which in turn gives customers greater capacity at lower manufacturing costs. Customers include leading manufacturers and suppliers of network equipment.


What is SwitchCore`s vision and mission?
SwitchCore`s vision is that the progression in speed and accessibility throughout the networking industry will be driven by specially designed integrated circuits from independent component suppliers. SwitchCore`s mission is to be the building block supplier to the networking industry by producing superior silicon devices.

What are SwitchCore`s Corporate Strengths?
SwitchCore has assembled a team that combines academic excellence with industry expertise. Among this team are world-class researchers, VLSI design engineers, system engineers, entrepreneurs, businesspersons and marketers. Their experiences encompass a range of enterprises including start-up businesses, silicon device research, silicon and system manufacturing, engineering design, software, marketing and sales.

What are SwitchCore`s technology strengths?
SwitchCore`s CXE technology has a highly integrated shared memory switching architecture, designed to allow extremely high throughput and flexibility. The architecture relies on full-custom design techniques. This architecture is the superior solution for solving Gigabit switching and routing problems. SwitchCore has the industry`s first 16-port single-chip solution for layer 2/3/4 Gigabit Ethernet switching. The full-custom device uses a state-of-the-art design methodology to achieve wire-speed routing at full Gigabit rates. The highly integrated chip includes MAC, CAM, Switch Engine and Primary Buffer Memory, so the only external components required are the PHY, a management CPU and the secondary buffer memory. This is a considerable improvement in integration from any other real or proposed solution.

Why are you developing Ethernet switches instead of ATM?
SwitchCore`s CXE technology is ideal for any packet switching application. The market share for Ethernet is bigger than ATM, making it more interesting for our first product. According to International Data Corporation (IDC), more than 85 percent of all installed network connections are Ethernet.

What is the potential growth of the gigabit-switch market?
The gigabit-switch market segment exceeded $1,3 billion in 1999 and is expected to grow about 100 percent annually for the next coming years. SwitchCore`s products are well positioned to compete in this market. (Based on market statistics from both Dell`Oro and Dataquest) "The 90% increase in port shipments we expect between 2000 and 2001 is being accelerated by concurrent demand for greater bandwidth and the availability of advanced merchant silicon solutions." Says IdaRose Sylvester of Dataquest/Gartner Group

How does SwitchCore differentiate itself from the competition?
SwitchCore uses full-custom design techniques to achieve levels of integration and performance that puts us a generation ahead of its competition. The full-custom technique makes it possible to achieve the performance today that standard semi-custom designs will only reach using next generation silicon manufacturing technology. The SIA (Semiconductor Industry Association) forecasts that there are approximately three years of development time between technology generations.

Where is SwitchCore located?
The Company has offices in Lund, Stockholm and Gothenburg, Sweden, and San Jose, CA, employing 80 people. Headquarters in Lund is responsible for product design and development, as well as shared corporate functions. SwitchCore in Stockholm is responsible for development and manufacturing of reference products, which make up part of the company`s sales tools and marketing. Worldwide sales and marketing is managed from the San Jose office. An office recently opened in Gothenburg will primarily focus on R&D of new products.

Who are SwitchCore`s founders?
Per Andersson, Ph.D. President and CEO and Director of the Board, Christer Svensson, Ph.D., Director of the Board and Jan G. Nilsson, Entrepreneur and Director of the Board founded SwitchCore in 1997.

[for4zim]

Das gehört nicht ins Einsteiger-Board. Und die meisten Annahmen in dem Beitrag sind hochspekulativ. Ebensogut kann man Lotto spielen. Das alles ist ein billiger Push, der aus irgendeinem Grund gerade in mehreren Boards auftaucht - zum Abkassieren von Anfängern.

[Schniefel]

Hi, ich stimme da meinem Vorgänger voll und ganz zu,

ich glaube auch nicht, daß kaninnons überhaupt weiß wovon er redet, bzw. schreibt.
Er hat ja nicht nur mit der englischen Rechtschreibung Probleme auch mit dem Deutschen
steht er offentsichtlich auf Kriegsfuss.
Wer weiß, wo er das Zeugs gelesen hat und ob er auch alles verstanden hat, was da vielleicht gar
nicht geschrieben war.