Realnetworks Zahlen - 500 Beiträge pro Seite

[kidloco]

Was soll man da noch sagen: Gewinn je Aktie entsprachen den Erwartungen der Analysten und auch den Flüsterschätzungen, Umsatz verdoppelt und der Wert kackt nachbörskich um über 15% ab.


SEATTLE, Oct 17 (Reuters) - RealNetworks Inc. , the
leading maker of software for playing audio and video broadcast
over the Internet, on Tuesday posted higher quarterly profits
as revenues almost doubled.
RealNetworks said it earned a pro forma $7.6 million, or 4
cents per diluted share, for the three months ended Sept. 30,
compared to a profit of $4.9 million, or 3 cents a share, a
year earlier.
Revenues swelled to $67.1 million, up 92 percent from $34.9
million a year earlier.
The company was expected to earn 4 cents a share in the
quarter, according to estimates compiled by First Call/Thomson
Financial.
Shares in RealNetworks fell to a year low of $16-9/16 last
week amid fears that the company, which gets about 20 percent
of its revenue from advertising, would be hurt by a slowdown in
online ad spending. The stock closed down $3-1/8, or almost 13
percent, at $21-11/16 on Tuesday ahead of the earnings report.
((Scott Hillis, Seattle bureau, 206-386-4848;
[e-mail]))

[antigone]

völlig klarer fall: sell on good news, solangs noch was zu sellen gibt.

antigone

[kidloco]

Immer nur sell, macht mich echt krank

Gute Zahlen - sell on good news.
Zahlen innerhalb der Erwartungen - erst recht sell.
Schlechte Zahlen - Sell bis der Arzt kommt.

Harte Zeiten

[Unti]

Wartet erst mal ab und da bin ich nicht der einzige, der diese Meinung hat. Viele Spass noch!

17.10.2000
Realnetworks "Strong Buy"
Credit Suisse First Boston


Die Analysten der Investmentbank Credit Suisse First Boston stufen die Aktie von Realnetworks (WKN 910681) von „Buy“ auf „Strong Buy“ hoch.

Das Papier des Streaming-Media-Spezialisten habe sich seit dem 01.09.2000 um über 50 Prozent verbilligt. Vor wenigen Tagen sei sogar die signifikante Unterstützung im Bereich von 30 US-$ zusammengebrochen. Dabei gebe es momentan keine schlechten unternehmensinternen Nachrichten. Für Probleme sorge dagegen das ungünstige Umfeld. Internetfirmen wie Yahoo und Doubleclick hätten die Wall Street vor kurzem durch mäßige Ausblicke auf die nächsten Quartale enttäuscht. Vor allem die Werbeeinnahmen würden sich verringern. Dazu komme, dass mittlerweile generell der Boom eher im B2B-Bereich oder bei Biotech-Werten gesehen würde. Das Internet-Geschäft drohe bei den Anlegern ins Hintertreffen zu geraten.

Der Streaming-Media-Bereich bleibe jedoch nach wie vor auf Wachstumskurs. Bewegte Bilder und Audio-Übertragungen würden in Zukunft enorm an Bedeutung gewinnen. Der Hauptkonkurrent Microsoft sei durch das laufende Antikartell-Verfahren angeschlagen, und mit seiner Offensive, Realnetworks Marktanteile abzunehmen, nicht besonders weit gekommen. Nicht zuletzt deshalb sei der deutliche Kursverfall nicht gerechtfertigt.

Der NASDAQ-Titel könne dem Anleger nun dringend zum Kauf empfohlen werden.

[antigone]

na, wenn die mal nicht unter den bestsellern waren!

antigone

[Unti]

Na hoffentlich, die Seller können gleich direkt an mich verkaufen ...

[kidloco]

Ich schreibe das unter anderem der Neigung der Amis zu, zu verkaufen was im Minus ist und zu kaufen was gerade im Plus ist. Das sind noch größere Lemminge als die Deutschen.

Ansonsten finde ich die Einschätzung von CSFB oben durchaus treffend.

[Unti]

Ja ich finde sie auch treffend und mit dem Amis hast Du Recht ... ;-)

[kidloco]

Der Markt ist derzeit, zumindest für mich, unberechenbar. Durchaus möglich, daß die 5 Tagen bei 40 stehen.

Andererseits hoffe ich nicht, daß die jetzt ins bodenlose - siehe Yahoo - fallen.

Wenn man krampfhaft ein Haar in der Suppe sucht findet man halt auch meistens eins.

[rashidaa]

morgen Q-Zahlen von AOL!wenn die nicht stimmen dann Sell OFF Internet?

[dosto]

ach du liebes lieschen, die csfb hatte die aktie bei 70$
zum kauf gestellt (buy)und jetzt strong buy, was bleibt ihnen
denn anderes übrig.
real geht real auf 10

[kidloco]

damit heben sie sich doch immerhin von den anderen Schwachmaten ab , sonst hätten sie sie jetzt auf sell gestuft. So ist es jedenfalls in 95% solcher Fälle üblich

[StockExplosion]

Hallo Leute,

nichts für Ungut, hatte auch RNWK - sehr guter Titel, keine Frage.
Aber was zu teuer ist ist zu teuer.
Zu den Earnings:
Wir hatten 5 Cents im 2. Quartal und 4 Cents jetzt im 3. Quartal - das macht hochgerechnet keine 20 Cents per anno.
Also haben wir beim jetzigen Kurs immer noch ein KGV von über 100!
Die Zeiten da der Markt hohe KGV`s für Wachstumswerte billigt sind eben nun langsam vorbei, erst recht da bei RNWK das Wachstum vom 3. Quartal des Vorjahres (3 Cents) zum diesigen 3. Quartal (4 Cents) eher moderat ausgefallen ist.
Vom gruseligen Chart mal ganz abgesehen...
Wenn die allgemeine Marktstimmung nicht dreht, werden in Zukunft vielleicht noch geringere KGV`s gebilligt.
Ich denke wir sehen noch Kurse um 10 USD - vielleicht sogar noch darunter.
Ich find RNWK auch Klasse - keine Frage, aber wie gesagt:
Was zu teuer ist ist zu teuer...

SE.

[kidloco]

auweia, soviel Blut und Wasser wie bei Realnetworks in den letzten Tagen habe ich selten geschwitzt. Bin wirklich selig, daß die nicht völlig abgekackt sind in den letzten Tagen. Von 29 auf 12 Euro und wieder zurück innerhalb von 3 Tagen Nichts für schwache Nerven


SEATTLE, Oct 18 (Reuters) - Shares in RealNetworks Inc.
, the leading maker of software for playing audio and
video over the Internet, fell sharply on Wednesday as slowing
advertising revenues overshadowed the company`s solid
third-quarter earnings.
RealNetworks, which makes the popular RealPlayer and
RealJukebox programs, opened the day more than 50 percent off
but bounced back somewhat to trade down $6-3/8, or 30 percent,
at $15-5/16 in mid-afternoon on the Nasdaq.
The company, which hit a high of $96 in February, was
trading at its lowest level since February 1999.
On Tuesday Seattle-based RealNetworks posted a
third-quarter pro forma profit of $7.6 million, or 4 cents a
share, matching Wall Street expectations. That was up from $4.9
million, or 3 cents a share, a year earlier.
But the company also warned that advertising revenue, which
makes up 20 percent of its total revenue, would dip slightly
due to $3 million in contracts that were not being renewed.
Analysts said online retailers Checkout.com and 800.com were
the clients that did not renew.
Justin Post of Deutsche Banc Alex. Brown downgraded the
stock to "market perform" from "buy."
Other analysts said that while the near-term outlook for
RealNetworks was slightly weaker than previously thought, the
company`s technology was still dominant in the Internet media
industry.
"Ad sales are weak and will likely stay weak near-term, but
should be made up through license and service revs," Michael
Wallace of UBS Warburg wrote in a research note.
The foundation of RealNetworks` business is still licensing
its RealSystem infrastructure software, which lets companies
and Web sites broadcast audio and video over the Internet or
corporate networks.
RealNetworks also boasts 150 million registered users of
its RealPlayer software and 47 million registered users of its
RealJukebox, which lets people record, organize and play songs
on their personal computers.
"In this market, however, an in-line quarter is probably
not good enough," Wallace said. "The stock will likely sell off
because numbers are not going up. No upside this quarter, and
none likely in (the fourth quarter), means the stock will
probably drop, but we believe this is still a stock worth
owning."
Merrill Lynch analyst Henry Blodget said the ad weakness
led him to lower his revenue estimate for the fourth quarter by
2 percent, to $73 million, but he did not change his earnings
estimate of 4 cents per share.
Blodget said he would keep an eye on RealNetworks` new
GoldPass, a pay subscription program launched two months ago
that delivers special content such as sports events, concerts,
games and software, to users.
"Near term, rapid consumer adoption of the new GoldPass
subscription program could be a catalyst. However, the company
has not disclosed subscriber numbers or targets -- so
visibility on GoldPass is low," Blodget said.
The Merrill Lynch analyst kept his "accumulate/buy" rating
on the stock.
Bill Lennan of WR Hambrecht said he thought the recent
sell-off in RealNetworks shares was extreme, despite what he
called an "unspectacular" third quarter and weak near-term
outlook.
"Although we cannot identify a near-term catalyst to move
RealNetworks shares, we maintain our buy rating in view of the
company`s long-term prospects and current valuation," Lennan
said.
((--Scott Hillis, Seattle bureau, 206-386-4848;
[e-mail]))

[kidloco]

The Shoes of the Bottom-Fisherman
By Jim Seymour
Special to TheStreet.com
Originally posted at 5:53 PM ET 10/20/00 on RealMoney.com



It`s a risky game, but the rewards of bottom-fishing can be stunning. Tenfold payoffs over a few months are not unheard of, though I`m happy with much smaller but still substantial gains.

Before I launch into some stocks I find interesting as bottom plays, let me first deal with definitions, because I use the term "bottom-fishing" differently than some others do. And I`m willing to hold longer than many today.



I don`t think only dollar stocks qualify as bottom-fishing targets. Sure, it`s great to find a stock selling for $1.25 that triples or quadruples while you hold it. You can buy a lot of shares at that price, and a stock you buy for a buck and a half doesn`t have to move far to deliver a 100% or 200% return, or more, on your money.

But I`m at least as much interested in stocks selling for more "normal" prices -- say, $20, $30, $40 -- as long as they meet my fundamental test for a bottom-fisher: a stock selling waaaaay below where it should be ... and will be, fairly soon again, in my view.

Timing is also an issue. Some look for bottomed-out stocks they can flip quickly -- the trader`s approach. I`m always sensitive to opportunities to flip stocks I`ve recently bought, if the price has moved up enough and I sense a stall-out ... and I try to remember not to be a pig, to harvest those quick triples before they become losers. (Indeed, in my experience plumbing the bottom of the market, I`ve found that the cheap stocks that suddenly take off quickly are much more likely to sag sharply again, wiping out my paper gains, than those that build more slowly. I usually sell the fast-moving ones quickly, and move on.)

But that isn`t my target, nor my plan.

My baseline rule for bottom-fishing stocks: issues I feel sure will double, and have a good chance to triple, within two years. That`s right: two years. That`s an eternity to many of today`s traders, I know, who can`t imagine having their cash tied up in one stock so long.

But then, I`m an investor, not a trader. Different game.

And "only" doubling or tripling? Excuuuse me, but despite the go-go mania of the Net Stock Era over the past couple of years -- when we saw stocks run up to 10 times their IPO price in just months -- I`m still such a fuddy-duddy that I consider doubling a pretty good return. After all, that`s 50% a year on your money ... and remember, I`m hoping for a triple or better.

Smaller returns? Well sure, sometimes I don`t get the doubles and triples, let alone better, but I figure the risk involved in these stocks demands at least the potential to double to make it worth the play.

All that said -- and please remember my warnings from Thursday about the risks of losing everything when you play the bottom-fishing game -- here are some beaten-down stocks I think meet my test, or better.

RealNetworks (RNWK:Nasdaq - news) selling under $25 Friday makes no sense at all. You don`t have to look back to its (split-adjusted) 52-week high, $96, to see that there`s more value here. Yes, like many of these stocks, RealNetworks was an even better buy a couple of days ago, when it (briefly) cratered at $15, but I think it has a long way to go up from $26.

RealNetworks has a strong and growing business, both selling and giving away streaming-media tools. Most of its client-side products are given away ... but that builds the market for its expensive, high-margin producer-side products. Because it pockets ad income from visitors to its site, the market saw ad revenue falling, industrywide, and clobbered RealNetworks.

Dumb move. Real is a perfect fit with my bottom-fishing criteria.

So`s Covad (COVD:Nasdaq - news), which I mentioned the other day. Now under $6, Covad spent a long time this year in a trading range of $20-$30, and I think it`s headed back there ... and eventually, higher.

Covad sells DSL service, through local phone companies` switching centers. It failed to meet some targets, had an awful earnings report, and got the usual treatment we`ve seen this summer and fall: Bombs away, down from $10 to $3.62 in five trading days. I think Covad`s headed back up into the low $20s, at least, and ultimately probably a lot higher -- though I`ll probably bail in the high teens, somewhere around a triple.

Covad signed a landmark distribution deal with SBC Communications (SBC:NYSE - news) -- the only regional bell operating company that seems to "get" the future of the DSL market -- in mid-September. Under it, SBC will resell Covad DSL connections all over the country (not just in its own service areas); guarantees Covad $600 million in revenue from those sales over the next six years; and will invest $150 million in Covad in return for a 6% stake.

Downright cheap at under $6.

It`s already up about 30% after bottoming out the other day around $12, but I think E*Trade (EGRP:Nasdaq - news) has a bright future. Unlike other online brokers, it has its own bank and chain of ATMs, which makes it easy to get money out of the system, as well as into it.

In my personal experience, only Schwab (SCH:NYSE - news) and Fidelity match E*Trade`s quality of service and fast trade execution. I was also encouraged by Chairman Chris Cotsakos` comments on E-*Trade`s earnings call about the company`s joint banking and brokerage wireless initiative. The company was expected to break even in the fourth quarter, but delivered a nice upside surprise, earning 2 cents in a notoriously difficult quarter for online brokerage firms.

I think buying E*Trade at $15 is going to look very smart a year or two out. Brokerages will obviously benefit from the rally now beginning, and while I expect many of them to do well over the next year, Cotsakos` broader vision will, I think, propel E*Trade into the front of the pack.

Portal Software (PRSF:Nasdaq - news), which despite the unfortunate name doesn`t have anything to do with building Web portals, is another beaten-down stock I like. Portal is the leading provider of billing software for Internet Protocol-based communications systems. With name-brand customers around the world locked into its software -- no one wants to change billing software without a very good reason -- Portal is in a sweet spot as wireless explodes and landline communications migrate to IP traffic.

I think Portal, now down around $30 from three times that price in March, is another good fit with my bottom-fishing criteria.

Yes, yes, you say -- well and good. But despite what I`ve said above, you want some cheap stocks. Ones with an obvious potential to move up a nice multiple. OK, for the fearless, some real el cheapos next time.





--------------------------------------------------------------------------------

Jim Seymour is president of Seymour Group, an information-strategies consulting firm working with corporate clients in the U.S., Europe and Asia, and a longtime columnist for PC Magazine. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. At time of publication, Seymour was long E*Trade and Portal Software, although positions can change at any time. Seymour does not write about companies that are, or have been recently, consulting clients of Seymour Group. While Seymour cannot provide investment advice or recommendations, he invites you to send your feedback to Jim Seymour.
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[siriu46904]

Ist ja seltsam......... keinerlei Nachrichten, vor allem keine schlechten... und der kurs sackt ab... hat jemand eine erklärung??

siri

[tevion13]

ich denke es ist nur eine frage der zeit bis die aktie wieder hoch klettert. wenn das umfeld besser wird vorausgesetzt.
kooperationen mit IBM und Sony sind die letzten meldungen, und das ist doch nicht schlecht für die zukunft.

[siriu46904]

Nein... waren gute meldungen... aber warum so ein kurs.... montag waren sie mal über 29..... und jetzt?
zocker am werk!?

siri

[kidloco]

man könnte hier m.E. verschiedene Erklärungen finden:

a) Hypernervöser und extrem volatiler Markt

b) Amis sind eh verrückt

c) Gewinnmitnahmen nach über 100% igem Anstieg

d) Neigund der Amis zu verkaufen was fällt und zu kaufen was gerade steigt. Es gibt diverse Werte die mit schöner Regelmäßigkeit am Tag 15% fallen, am nächsten wieder 15% steigen, am nächsten wieder 15% fallen usw...

Wie´s mit Rnwk weitergeht weiß ich leider auch nicht, hängt abgesehen von wichtigen News und Analystenkommentaren m.E. vor allem von der Nasdaq ab.

[siriu46904]

grins...... punkt b) gefällt mir am besten.... aber ich gebe dir recht, der kurs wird in usa gemacht, die paar stück hier zählen nicht.
wenn man sich die news der letzten monate und die kurse ansieht, kann man einerseits das grausen bekommen und andrerseits kommt freude auf
naja... abwarten und.....

siri

[siriu46904]

http://www.quote.com/quotecom/livecharts/default.asp?symbols…


da kannste sehen, was da abgeht.... meine güte

siri