UTStarcom(UTSI)- aussichtsreicher Infrastrukturwert - 500 Beiträge pro Seite
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Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
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| 1. | 1. | 18.765,02 | +0,24 | 175 | |||
| 2. | 3. | 0,2130 | +1,43 | 127 | |||
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| 8. | 10. | 2.357,91 | +0,50 | 42 |
Feedback
Ich bin eben beim Stöbern im Netz zufällig auf UTSI gestossen. Grds. bin ich aufgrund der Probleme der US-Telefongesellschaften zwar skeptisch, was die Entwicklung der Telefonausruester in der nächsten Zeit angeht, aber folgender Artikel und die Fundamentadaten haben mein Interesse geweckt:
http://www.zdii.com/industry_list.aspmode=news&doc_id=ZE5062…
Es sind Umsätze von 410 Mio. $ im nächsten Jahr geplant, z.Z. beträgt die Bewertung lediglich rund 2 Mrd.$. Das Unternehmen hat seinen Fokus auf China gerichtet, die chin. Regierung gab ihre Erlaubnis zum Ausbau des UTSI Mobilnetzes im Juni.
Analysten sind positiv gestimmt(Briefing.com):
01-Nov-00 CSFB Reiterated - Strong Buy
27-Oct-00 USB Piper Jaffray Reiterated - Strong Buy $75
30-Aug-00 CIBC Wrld Mkts Initiated - Buy $34
26-Jul-00 PaineWebber Initiated - Buy $40
14-Jun-00 Merrill Lynch Reiterated - NT Accum/LT Buy
28-Apr-00 Banc of America Sec Reiterated - Strong Buy $150
Einige Stimmen:
a)Analyst Seth Spalding at Epoch Partners said in a research note Friday that "UTStarcom`s growth was unhampered by any of the capital spending concerns plaguing domestic communications equipment players." And that though strength in handset sales dampened gross margins in the quarter, margins should improve as handsets expand features in coming quarters.
He called the company a "core play on the explosive telecom infrastructure growth in China and other developing nations," and added that it is trading at a significant discount relative to its peers.
b)UTStarcom, Inc. (UTSI – $18)
Strong Buy; EPS 00E $0.42, 01E $0.57; Mkt Cap $1,863M; Avg Vol 218,130; PE/Growth 50%; Target (16x 2001 Rev Est) $75
Announces A Breakout Q300; Reports Revenues Of $103.8 Million, Beating Our Estimate Of $87.8 Million By 18.2%; EPS Excluding Non-Cash Charges Of $0.14 Exceeds Our $0.11 Estimate; The Numbers Speak For Themselves: PAS, AN-2000 Deployments Continue In Full Force; Company Turns Cash Positive In The Quarter; Raising Revenue Estimates From $322.9 Million To $355.8 Million In FY00 And From $410.0 Million To $475.6 Million In FY01; EPS From $0.38 To $0.42 In FY00 And From $0.51 To $0.57 In FY01; Reiterate Strong Buy Rating And $75 Target Price
Dazu sieht der Chart vielversprechend aus, der MACD hat ein Kaufsignal geliefert. In den nächsten Tagen könnte aber aufgrund der überkauften Marktlage eine Konsolidierung stattfinden.
Meinungen?
http://www.zdii.com/industry_list.aspmode=news&doc_id=ZE5062…
Es sind Umsätze von 410 Mio. $ im nächsten Jahr geplant, z.Z. beträgt die Bewertung lediglich rund 2 Mrd.$. Das Unternehmen hat seinen Fokus auf China gerichtet, die chin. Regierung gab ihre Erlaubnis zum Ausbau des UTSI Mobilnetzes im Juni.
Analysten sind positiv gestimmt(Briefing.com):
01-Nov-00 CSFB Reiterated - Strong Buy
27-Oct-00 USB Piper Jaffray Reiterated - Strong Buy $75
30-Aug-00 CIBC Wrld Mkts Initiated - Buy $34
26-Jul-00 PaineWebber Initiated - Buy $40
14-Jun-00 Merrill Lynch Reiterated - NT Accum/LT Buy
28-Apr-00 Banc of America Sec Reiterated - Strong Buy $150
Einige Stimmen:
a)Analyst Seth Spalding at Epoch Partners said in a research note Friday that "UTStarcom`s growth was unhampered by any of the capital spending concerns plaguing domestic communications equipment players." And that though strength in handset sales dampened gross margins in the quarter, margins should improve as handsets expand features in coming quarters.
He called the company a "core play on the explosive telecom infrastructure growth in China and other developing nations," and added that it is trading at a significant discount relative to its peers.
b)UTStarcom, Inc. (UTSI – $18)
Strong Buy; EPS 00E $0.42, 01E $0.57; Mkt Cap $1,863M; Avg Vol 218,130; PE/Growth 50%; Target (16x 2001 Rev Est) $75
Announces A Breakout Q300; Reports Revenues Of $103.8 Million, Beating Our Estimate Of $87.8 Million By 18.2%; EPS Excluding Non-Cash Charges Of $0.14 Exceeds Our $0.11 Estimate; The Numbers Speak For Themselves: PAS, AN-2000 Deployments Continue In Full Force; Company Turns Cash Positive In The Quarter; Raising Revenue Estimates From $322.9 Million To $355.8 Million In FY00 And From $410.0 Million To $475.6 Million In FY01; EPS From $0.38 To $0.42 In FY00 And From $0.51 To $0.57 In FY01; Reiterate Strong Buy Rating And $75 Target Price
Dazu sieht der Chart vielversprechend aus, der MACD hat ein Kaufsignal geliefert. In den nächsten Tagen könnte aber aufgrund der überkauften Marktlage eine Konsolidierung stattfinden.
Meinungen?
Utstarcom ist ein Super Wert!!!!!!!
Ich bin mir sicher das wir bald wieder die alten Höchstände sehen (95$)
Utstarcom ist nicht zu vergleichen mit anderen US Telefongesellschaften!
Utstarom ist in dem größten Wachstummarkt für Telecomwerten der Welt tätig -> CHINA!
Man muss nur mal bedenken, was für Gelder fließen, wenn jeder Chinese Telefonieren will ! Ein Handy brauch oder ins Internet will!!
UTSTARCOM macht es möglich!
Wer Hilft mit diesen Wert bekannter zu machen ????
Schaut auch mal bei www.ariva.de vorbei und postet dort auch was zu diesem Wert !
Ich bin mir sicher das wir bald wieder die alten Höchstände sehen (95$)
Utstarcom ist nicht zu vergleichen mit anderen US Telefongesellschaften!
Utstarom ist in dem größten Wachstummarkt für Telecomwerten der Welt tätig -> CHINA!
Man muss nur mal bedenken, was für Gelder fließen, wenn jeder Chinese Telefonieren will ! Ein Handy brauch oder ins Internet will!!
UTSTARCOM macht es möglich!
Wer Hilft mit diesen Wert bekannter zu machen ????
Schaut auch mal bei www.ariva.de vorbei und postet dort auch was zu diesem Wert !
Hi General!
Ich glaube nicht, dass man die Aktie pushen muss, sie wird schon laufen. Irgendwann werden sich die Fundamentaldaten durchsetzen und Phantasie ist ja- wie du schon geschrieben hast- genügend vorhanden.
Trotzdem muss man das ein bisschen relativieren, denn der Großteil der Chinesen lebt auf dem Land usw. Ein weiterer Unsicherheitsfaktor ist, dass UTSI gegen Cisco und Alcatel konkurriert. Allerdings hat sich UTSI in Asien schon etabliert. Daher wäre das Unternehmen auch ein Übernahmekandidat.
Ich glaube nicht, dass man die Aktie pushen muss, sie wird schon laufen. Irgendwann werden sich die Fundamentaldaten durchsetzen und Phantasie ist ja- wie du schon geschrieben hast- genügend vorhanden.
Trotzdem muss man das ein bisschen relativieren, denn der Großteil der Chinesen lebt auf dem Land usw. Ein weiterer Unsicherheitsfaktor ist, dass UTSI gegen Cisco und Alcatel konkurriert. Allerdings hat sich UTSI in Asien schon etabliert. Daher wäre das Unternehmen auch ein Übernahmekandidat.
So nun scheinen sich die Fundamentaldaten wirklich durchgesetzt zu haben 
UTStarcom wurde in den letzten von institutioneller Seite stark gekauft, das Handelsvolumen ist explodiert. Kein Wunder, wenn man sich die in Q4 geschlossenen Verträge anssieht
Das dürften Umsätze im Bereich ~100 Mio $ sein.
UTStarcom wurde in den letzten von institutioneller Seite stark gekauft, das Handelsvolumen ist explodiert. Kein Wunder, wenn man sich die in Q4 geschlossenen Verträge anssieht
Das dürften Umsätze im Bereich ~100 Mio $ sein.
Ich wollt emich mal wieder melden!
Schade das kaum einer diesen Wert kennt, ich bin absolut von UTSTARCOM überzeugt, die schließen einen Millionenvertrag nach dem anderen ab.
Weis jemand wann die Quartalszahlen kommen ??
Wann sehen wir wieder ein All-time High ???
Würde mich über mehr Informationen freuen !!
Schade das kaum einer diesen Wert kennt, ich bin absolut von UTSTARCOM überzeugt, die schließen einen Millionenvertrag nach dem anderen ab.
Weis jemand wann die Quartalszahlen kommen ??
Wann sehen wir wieder ein All-time High ???
Würde mich über mehr Informationen freuen !!
Trading Spotlight
Hallo!
Wann die Quartalszahlen kommen weiß ich leider auch nicht. Aber wenn ich mir die Reaktion des Marktes auf die Zahlen von Asiainfo Holdings(ASIA) ansehe (+50%), dann sieht alles sehr gut aus. Das die Zahlen blendend werden ist zwar schon bekannt (allein das hohe Handelvolumen deutet schon darauf hin), aber der Wert wird bei weiter positiven Umfeld endlich die verdiente Beachtung finden.
Wann die Quartalszahlen kommen weiß ich leider auch nicht. Aber wenn ich mir die Reaktion des Marktes auf die Zahlen von Asiainfo Holdings(ASIA) ansehe (+50%), dann sieht alles sehr gut aus. Das die Zahlen blendend werden ist zwar schon bekannt (allein das hohe Handelvolumen deutet schon darauf hin), aber der Wert wird bei weiter positiven Umfeld endlich die verdiente Beachtung finden.
Ok, jetzt haben sie das Datum herausgegeben:
Die Quartalszahlen werden am Donnerstag nach Handelsschluß mitgeteilt.
Die Quartalszahlen werden am Donnerstag nach Handelsschluß mitgeteilt.
UTSI hat heute die Schätzungen um bis zu 60% geschlagen.
Die Gewinnschätzungen fürs Q4 wurden um 60% übertroffen und der Umsatz um 30.
Das grandiose ist, daß UTSI einen phantastischen Auftragseingang verzeichnet und die Auftagsbücher schon jetzt mit Aufträgen über 192 Mio $ gefüllt sind.
Nachbörslich +20%.
Hier der Quartalsbericht:
ALAMEDA, Calif., Jan. 25 /PRNewswire/ -- UTStarcom, Inc. (Nasdaq: UTSI - news) today reported its fourth quarter and full year 2000 results for the period ending December 31, 2000.
(Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20001102/UTSILOGO )
Net sales for the fourth quarter of 2000 increased to $127.0 million, a 102% increase over the $62.8 million in net sales reported in the prior year period. Pro forma net income (excluding stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the fourth quarter of 2000 increased to $16.4 million, or $0.16 per share, from $8.6 million, or $0.11 per share in the prior year period.
``We`ve completed a very successful 2000 with record growth and profits by delivering high-quality, leading-edge telecommunications products to our customers in Mainland China and other international markets such as Taiwan and India,`` said Hong Lu, President and Chief Executive Officer of UTStarcom. ``We also experienced swift acceptance of the new products we introduced during the year. These technologies are aimed at helping our customers, the telecom service providers, prepare for the transition to IP-based 3G wireless broadband networks that is already underway. Further, to accelerate our sales efforts, we initiated a series of strategic marketing and technology partnerships with cutting-edge telecom technology providers such as Zaffire, Inc., Foundry Networks and Matsushita.``
Actual net income (including stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the fourth quarter of 2000 was $13.9 million, or $0.13 per share compared to a net loss of $27.4 million, or a net loss of $3.11 per share for the fourth quarter of 1999.
Net sales for the full year of 2000 increased to $368.6 million, a 97% increase over the $187.5 million in net sales reported in 1999. Pro forma net income (excluding stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the full year of 2000 increased to $43.5 million, or $0.43 per share, from $21.3 million, or $0.28 per share in 1999.
``We ended 2000 with $192 million in backlog compared to $72 million at the end of 1999,`` said Mike Sophie, Chief Financial Officer of UTStarcom. ``This significant backlog reflects the strong demand for our products and the rapid growth we experienced in 2000. Our execution during the year on sales combined with sound business management helped double our pro forma net income to $43.5 million, and we ended the year with $233 million in cash and short term investments on our balance sheet to help fund future growth.``
Actual net income (including stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the full year of 2000 was $27.0 million, or $0.27 per share compared to a net loss of $18.5 million, or a net loss of $2.13 per share in 1999.
Note: UTStarcom will conduct a conference call on January 25 at 1:30 pm (PST) which is open to the public. The conference call dial-in numbers are: United States - 800-240-8658; International - 303-262-2165.
A conference call replay will be available following the conference call from approximately 5:00 pm (PST) on January 25 through February 2. The conference call replay numbers are: United States - 800-475-6701; International - 320-365-3844. The Access Code is 566800.
About UTStarcom, Inc.
Die Gewinnschätzungen fürs Q4 wurden um 60% übertroffen und der Umsatz um 30.
Das grandiose ist, daß UTSI einen phantastischen Auftragseingang verzeichnet und die Auftagsbücher schon jetzt mit Aufträgen über 192 Mio $ gefüllt sind.
Nachbörslich +20%.
Hier der Quartalsbericht:
ALAMEDA, Calif., Jan. 25 /PRNewswire/ -- UTStarcom, Inc. (Nasdaq: UTSI - news) today reported its fourth quarter and full year 2000 results for the period ending December 31, 2000.
(Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20001102/UTSILOGO )
Net sales for the fourth quarter of 2000 increased to $127.0 million, a 102% increase over the $62.8 million in net sales reported in the prior year period. Pro forma net income (excluding stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the fourth quarter of 2000 increased to $16.4 million, or $0.16 per share, from $8.6 million, or $0.11 per share in the prior year period.
``We`ve completed a very successful 2000 with record growth and profits by delivering high-quality, leading-edge telecommunications products to our customers in Mainland China and other international markets such as Taiwan and India,`` said Hong Lu, President and Chief Executive Officer of UTStarcom. ``We also experienced swift acceptance of the new products we introduced during the year. These technologies are aimed at helping our customers, the telecom service providers, prepare for the transition to IP-based 3G wireless broadband networks that is already underway. Further, to accelerate our sales efforts, we initiated a series of strategic marketing and technology partnerships with cutting-edge telecom technology providers such as Zaffire, Inc., Foundry Networks and Matsushita.``
Actual net income (including stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the fourth quarter of 2000 was $13.9 million, or $0.13 per share compared to a net loss of $27.4 million, or a net loss of $3.11 per share for the fourth quarter of 1999.
Net sales for the full year of 2000 increased to $368.6 million, a 97% increase over the $187.5 million in net sales reported in 1999. Pro forma net income (excluding stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the full year of 2000 increased to $43.5 million, or $0.43 per share, from $21.3 million, or $0.28 per share in 1999.
``We ended 2000 with $192 million in backlog compared to $72 million at the end of 1999,`` said Mike Sophie, Chief Financial Officer of UTStarcom. ``This significant backlog reflects the strong demand for our products and the rapid growth we experienced in 2000. Our execution during the year on sales combined with sound business management helped double our pro forma net income to $43.5 million, and we ended the year with $233 million in cash and short term investments on our balance sheet to help fund future growth.``
Actual net income (including stock compensation expense, amortization of intangible assets, in-process research and development costs and beneficial conversion feature) for the full year of 2000 was $27.0 million, or $0.27 per share compared to a net loss of $18.5 million, or a net loss of $2.13 per share in 1999.
Note: UTStarcom will conduct a conference call on January 25 at 1:30 pm (PST) which is open to the public. The conference call dial-in numbers are: United States - 800-240-8658; International - 303-262-2165.
A conference call replay will be available following the conference call from approximately 5:00 pm (PST) on January 25 through February 2. The conference call replay numbers are: United States - 800-475-6701; International - 320-365-3844. The Access Code is 566800.
About UTStarcom, Inc.
Hoffe dass es nun kräftig nach Norden geht. Nachbörslich bei $25,25 trotz dem schlechten Umfeld
Grüsse yala
Grüsse yala
Ich wußte es, UTSTARCOM ist ein Basisinvest!
Alle setzen auf Werte die noch lange in den Roten Zahlen rummachen! Und diesen Wert übersehen die meisten!
Werden bestimmt bald wieder viele Strong Buy Empfehlungen kommen !
Alle setzen auf Werte die noch lange in den Roten Zahlen rummachen! Und diesen Wert übersehen die meisten!
Werden bestimmt bald wieder viele Strong Buy Empfehlungen kommen !
Es geht doch schon los!
Related Quotes
UTSI
23 3/8
-1/2
delayed 20 mins - disclaimer
Friday January 26, 5:30 am Eastern Time
Press Release
SOURCE: Epoch Partners, Inc.
Epoch Partners Issues A Research Note on UT Starcom
Note Discusses Revised Estimates and Investment Opinion of the Company
SAN FRANCISCO, Jan. 26 /PRNewswire/ -- Epoch Partners today issued a Research Note on UT Starcom. The Research Note, issued today by Seth Spalding, Senior Analyst, Communications Equipment with Epoch Partners, discusses UT Starcom (Nasdaq: UTSI - news) in light of its quarterly results announced on January 25, 2001. The following are key highlights included in the Research Note:
UT Starcom -- Crouching Tiger
-- UT Starcom`s fourth quarter towered above the crowd both in actual
performance and outlook for the remainder of 2001.
-- At $127 million, revenues topped our estimate by 9.3%, and earnings per
share (EPS) of $0.16 trounced our projection by 23%.
-- We are raising our 2001 revenue estimate to $513.8 million from
$487.2 million, and taking our EPS to $0.59 from $0.51, a 16% increase.
Based on a high backlog and signs that China is aggressively deploying
telecommunications infrastructure, we would not be surprised if
UT Starcom outpaces even these upwardly revised numbers.
-- With a PE of 40x our 2001 estimate -- roughly in line with its
37% projected EPS growth -- we believe that UTSI shares should trade at
a premium to this growth rate given the company`s proven track record
of consistently beating estimates.
-- Our full note, with detailed analysis of UT Starcom is available free
at: www.epoch.com
-- Readers can receive our research notes directly via email but signing
up at: http://pluto.sparklist.com/scripts/lyris.pl?join=epochcommeq
Communications Equipment Systems Research Coverage
Investors can visit Epoch`s Web site for a comprehensive investment report on the Communications Equipment Systems Sector and to read research coverage on the following public companies: Avanex, Avici Systems, Cisco Systems, Ciena, Corvis, Foundry Networks, JDS Uniphase, Lucent, Netro, SDL, Sycamore Networks, and several others. In addition, Epoch has posted audio interviews with Mick Scully, CEO of Appian Communications, Surya Panditi, CEO of Avici Systems, David Twyver, CEO of Ensemble Communications, Dan Gatti, CEO of Mayan Networks, and Near Margalit, CEO of Zaffire Networks.
Full research coverage on other companies under coverage by Epoch is available for free to investors through the Epoch Web site (www.epoch.com).
The information contained herein is based on sources believed to be reliable but is neither all inclusive nor guaranteed by Epoch Partners. Opinions, if any, reflect our judgment at this time and are subject to change. Epoch Partners does not undertake to advise of changes in its opinion or the information. Epoch Partners may perform or seek to perform investment banking services for the issuers of securities which are the subject of our Research. Most of the companies Epoch Partners follows are emerging growth companies whose securities typically involve a higher degree of risk and more volatility than the securities of more established companies. The securities discussed in the Epoch Partners Research may be unsuitable for investors depending on their specific investment objectives and financial situation and needs. No report included in the Epoch Partners Research is a recommendation that any particular investor should purchase or sell any particular security in any amount or at all and is not a solicitation of any offer to purchase or sell from or to any particular investor. For additional information that may be available on the securities mentioned, please contact Epoch Partners.
Epoch Partners is a member of the National Association of Securities Dealers, CRD number 103899.
SOURCE: Epoch Partners, Inc.
Related Quotes
UTSI
23 3/8
-1/2
delayed 20 mins - disclaimer
Friday January 26, 5:30 am Eastern Time
Press Release
SOURCE: Epoch Partners, Inc.
Epoch Partners Issues A Research Note on UT Starcom
Note Discusses Revised Estimates and Investment Opinion of the Company
SAN FRANCISCO, Jan. 26 /PRNewswire/ -- Epoch Partners today issued a Research Note on UT Starcom. The Research Note, issued today by Seth Spalding, Senior Analyst, Communications Equipment with Epoch Partners, discusses UT Starcom (Nasdaq: UTSI - news) in light of its quarterly results announced on January 25, 2001. The following are key highlights included in the Research Note:
UT Starcom -- Crouching Tiger
-- UT Starcom`s fourth quarter towered above the crowd both in actual
performance and outlook for the remainder of 2001.
-- At $127 million, revenues topped our estimate by 9.3%, and earnings per
share (EPS) of $0.16 trounced our projection by 23%.
-- We are raising our 2001 revenue estimate to $513.8 million from
$487.2 million, and taking our EPS to $0.59 from $0.51, a 16% increase.
Based on a high backlog and signs that China is aggressively deploying
telecommunications infrastructure, we would not be surprised if
UT Starcom outpaces even these upwardly revised numbers.
-- With a PE of 40x our 2001 estimate -- roughly in line with its
37% projected EPS growth -- we believe that UTSI shares should trade at
a premium to this growth rate given the company`s proven track record
of consistently beating estimates.
-- Our full note, with detailed analysis of UT Starcom is available free
at: www.epoch.com
-- Readers can receive our research notes directly via email but signing
up at: http://pluto.sparklist.com/scripts/lyris.pl?join=epochcommeq
Communications Equipment Systems Research Coverage
Investors can visit Epoch`s Web site for a comprehensive investment report on the Communications Equipment Systems Sector and to read research coverage on the following public companies: Avanex, Avici Systems, Cisco Systems, Ciena, Corvis, Foundry Networks, JDS Uniphase, Lucent, Netro, SDL, Sycamore Networks, and several others. In addition, Epoch has posted audio interviews with Mick Scully, CEO of Appian Communications, Surya Panditi, CEO of Avici Systems, David Twyver, CEO of Ensemble Communications, Dan Gatti, CEO of Mayan Networks, and Near Margalit, CEO of Zaffire Networks.
Full research coverage on other companies under coverage by Epoch is available for free to investors through the Epoch Web site (www.epoch.com).
The information contained herein is based on sources believed to be reliable but is neither all inclusive nor guaranteed by Epoch Partners. Opinions, if any, reflect our judgment at this time and are subject to change. Epoch Partners does not undertake to advise of changes in its opinion or the information. Epoch Partners may perform or seek to perform investment banking services for the issuers of securities which are the subject of our Research. Most of the companies Epoch Partners follows are emerging growth companies whose securities typically involve a higher degree of risk and more volatility than the securities of more established companies. The securities discussed in the Epoch Partners Research may be unsuitable for investors depending on their specific investment objectives and financial situation and needs. No report included in the Epoch Partners Research is a recommendation that any particular investor should purchase or sell any particular security in any amount or at all and is not a solicitation of any offer to purchase or sell from or to any particular investor. For additional information that may be available on the securities mentioned, please contact Epoch Partners.
Epoch Partners is a member of the National Association of Securities Dealers, CRD number 103899.
SOURCE: Epoch Partners, Inc.
Weitere positive Nachrichten. Man versucht, die Aktie zusammen mit CSFB nun in den USA und Europa bekannter zu machen.
BRIEFING.COM - Robert J. Reid] This one is not for the faint of heart, but presents an interesting idea worth a look. There`s been a lot of talk of a telecom capital spending slowdown in the United States which has taken its toll on most of the telecom equipment stocks. However, the situation in China is different as capital spending on its telecom infrastructure is going strong. A little known telecom equipment company with virtually all of its sales in China has sparked our interest, UTStarcom (UTSI 23 3/8). China has one of the fastest growing communications markets in the world.
Trading Points
The key to the idea is that sources at Credit Suisse First Boston have told Briefing.com that CSFB is taking UTSI management on a roadshow to promote the stock to buy side clients. The roadshow kicks off in New York on January 30 then off to Boston on 1/31, then on to Europe and Asia then wrapping up in San Francisco in early February.
This roadshow is not being generated by a deal meaning it`s not related to a secondary offering. As such, CSFB will be pushing the stock to their large institutional buy side clients meaning they would be buying already publicly available shares which would drive up the share price assuming they buy into the story.
A large firm like CSFB will have the ears of the largest buy side clients.
The company is growing sales strongly and is profitable yet is not widely known. In 2000, sales were $368.6 million, up 97% vs. 1999. In 2001, CIBC forecasts sales of around $500 million, a 35% increase on a larger base, and EPS of $0.60. Furthermore, the company has a sizable backlog of around $192 million. While U.S. equipment vendors continually warn of slowing sales, UTSI is getting even more optimistic.
We believe UTSI has been unfairly punished and has been sold off in the telecom equipment meltdown. UTSI is different because they have no exposure to the U.S. market.
UTSI recently reported a solid Q4 report. Particularly strong were sales of its Personal Access System, or PAS, which provides voice and data services over city-wide mobile wireless networks. PAS subscribers reached 1 million, up 43% from Q3.
As further evidence of the strength of the telecom equipment market in China, China Telecom has announced plans to go public in the U.S. in order to free up additional capital to go after the China market.
Well capitalized with $233 million in cash/short term inv. and long term debt-to-equity of less than 3%.
UTSI is looking to branch out beyond China with recent openings of offices in Taipei, Hong Kong and Miami.
Remember it`s always risky buying a stock that has virtually all of its revenue in China which is less predictable than the U.S. as the Chinese government has not always been consistent when describing their intentions for their telecom infrastructure future.
Please e-mail any comments to rreid@briefing.com.
<UTSI_files/bullet_top3.gif> Back to Top
Copyright © 2001 Briefing.com, Inc. All rights reserved.
BRIEFING.COM - Robert J. Reid] This one is not for the faint of heart, but presents an interesting idea worth a look. There`s been a lot of talk of a telecom capital spending slowdown in the United States which has taken its toll on most of the telecom equipment stocks. However, the situation in China is different as capital spending on its telecom infrastructure is going strong. A little known telecom equipment company with virtually all of its sales in China has sparked our interest, UTStarcom (UTSI 23 3/8). China has one of the fastest growing communications markets in the world.
Trading Points
The key to the idea is that sources at Credit Suisse First Boston have told Briefing.com that CSFB is taking UTSI management on a roadshow to promote the stock to buy side clients. The roadshow kicks off in New York on January 30 then off to Boston on 1/31, then on to Europe and Asia then wrapping up in San Francisco in early February.
This roadshow is not being generated by a deal meaning it`s not related to a secondary offering. As such, CSFB will be pushing the stock to their large institutional buy side clients meaning they would be buying already publicly available shares which would drive up the share price assuming they buy into the story.
A large firm like CSFB will have the ears of the largest buy side clients.
The company is growing sales strongly and is profitable yet is not widely known. In 2000, sales were $368.6 million, up 97% vs. 1999. In 2001, CIBC forecasts sales of around $500 million, a 35% increase on a larger base, and EPS of $0.60. Furthermore, the company has a sizable backlog of around $192 million. While U.S. equipment vendors continually warn of slowing sales, UTSI is getting even more optimistic.
We believe UTSI has been unfairly punished and has been sold off in the telecom equipment meltdown. UTSI is different because they have no exposure to the U.S. market.
UTSI recently reported a solid Q4 report. Particularly strong were sales of its Personal Access System, or PAS, which provides voice and data services over city-wide mobile wireless networks. PAS subscribers reached 1 million, up 43% from Q3.
As further evidence of the strength of the telecom equipment market in China, China Telecom has announced plans to go public in the U.S. in order to free up additional capital to go after the China market.
Well capitalized with $233 million in cash/short term inv. and long term debt-to-equity of less than 3%.
UTSI is looking to branch out beyond China with recent openings of offices in Taipei, Hong Kong and Miami.
Remember it`s always risky buying a stock that has virtually all of its revenue in China which is less predictable than the U.S. as the Chinese government has not always been consistent when describing their intentions for their telecom infrastructure future.
Please e-mail any comments to rreid@briefing.com.
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Copyright © 2001 Briefing.com, Inc. All rights reserved.
Endlich wieder ein posting zu UTstarcom :-))). War echt geschockt als
UTSI trotz super Zahlen bei Riesenumsätzen ins minus ging obwohl nachbörslich auf 25,25$
Bei den Zahlen, Empfelungen und Aussichten sollten die doch wirklich wieder gegen ATH ziehen.
Sorry wenn ich keine Facts poste aber die kann ja wirklich jeder auf der Homepage resp. unter
Nasdaq.com reinziehen.
Freue mich auf Eure Postings Grüsse Yala
UTSI trotz super Zahlen bei Riesenumsätzen ins minus ging obwohl nachbörslich auf 25,25$
Bei den Zahlen, Empfelungen und Aussichten sollten die doch wirklich wieder gegen ATH ziehen.
Sorry wenn ich keine Facts poste aber die kann ja wirklich jeder auf der Homepage resp. unter
Nasdaq.com reinziehen.
Freue mich auf Eure Postings Grüsse Yala
Hallo Goossens und yala!
Habe eine gute Analyse zu UTSTARCOM gefunden , weis leider nicht, wie man Charts hier verlinkt (könnt ihr mir ja mal erzählen ! )
schaut mal unter
http://www.thestreet.com/_yahoo/comment/techforum/1281786.ht…
Utstarcom steht kurz vor dem Ausbruch!!
Sie hat die 200 Tage Linie erfolgreich durchbrochen !
Der Wert stimmt einfach !
Ich bin absolut von UTSTARCOM überzeugt!
In China gibt es noch viel zu tun *gggg*
Frage, wie kann man einen neues Forum zu Utstarcom eröffnen ??
Wir sollten Utstarcom auch in anderen Boards wie in www.Ariva.de eröfffnen !
Macht ihr mit ??
Habe eine gute Analyse zu UTSTARCOM gefunden , weis leider nicht, wie man Charts hier verlinkt (könnt ihr mir ja mal erzählen ! )
schaut mal unter
http://www.thestreet.com/_yahoo/comment/techforum/1281786.ht…
Utstarcom steht kurz vor dem Ausbruch!!
Sie hat die 200 Tage Linie erfolgreich durchbrochen !
Der Wert stimmt einfach !
Ich bin absolut von UTSTARCOM überzeugt!
In China gibt es noch viel zu tun *gggg*
Frage, wie kann man einen neues Forum zu Utstarcom eröffnen ??
Wir sollten Utstarcom auch in anderen Boards wie in www.Ariva.de eröfffnen !
Macht ihr mit ??
UTStarcom to Present at Banc of America Securities Technology Week
ALAMEDA, Calif., Feb. 7 /PRNewswire/ -- UTStarcom, Inc. (Nasdaq: UTSI) will be presenting at
the Banc of America Securities Technology Week 2001 in San Francisco on Thursday, February 8,
2001 at 8:00 a.m. PST at The Ritz-Carlton, 600 Stockton Street, San Francisco, CA 94108. (Photo:
http://www.newscom.com/cgi-bin/prnh/20001102/UTSILOGO )
UTStarcom`s presentation and breakout session will be webcast at the following links:
Presentation Link: http://www.veracast.com/bas_techweek2001/webcasts/ID09402319…
Breakout Session Link: http://www.veracast.com/bas_techweek2001/webcasts/ID19403775…
Presentation charts will be available on UTStarcom`s website at www.utstar.com. About UTStarcom,
Inc.
UTStarcom designs, sells, manufactures and installs an integrated suite of wireless and wireline
network access and switching systems that allow communications service providers to offer efficient
and scalable voice, data and Internet access services. The Company`s customers are public
telecommunications service providers that operate wireless and wireline voice and data networks in
rapidly growing communications markets around the world. For more information about UTStarcom,
visit the Company`s website at www.utstar.com. Forward-Looking Statements
The corporate presentation charts referred to in this press release contain certain forward-looking
statements that are subject to risks and uncertainties that may cause actual results to differ materially.
These factors include the changing nature of the telecom market in China and other countries, rapidly
changing technology, changes in demand for the Company`s products, reductions or delays in system
deployments, the termination of significant contracts, partnerships or alliances, and uncertainties such
as changes in government regulation and licensing requirements in China and other countries and
unforeseen economic conditions in Asia and other regions. The Company also refers readers to the risk
factors identified in its Prospectus and Quarterly Reports on Form 10-Q filed with the Securities and
Exchange Commission.
/CONTACT: Michael J. Sophie, Vice President of Finance, CFO of UTStarcom, Inc., 510-749-15
Na hoffen wir dass diese Präsentation was bringt. Nach Statements im ragingbull board soll noch Druck
wegen Insiderverkäufen herrschen, der jetzt aber vorbei sein sollte. Wollte meine bei 21$ verkaufen. Meine
bessere Hälfte hat mir dirngend geraten jedoch zu halten. Der Gesamtmarkt gefällt mir nicht mehr so gut.
Als Kurziel habe ich bis Juni 68$ geplant denke jedoch dass wenn nicht bis ende März eine deutliche Wende
am Markt eintrifft ich mit 44$ zufrieden wäre. Was habt Ihr so für Zielbeträge im Kopf?
Grüsse Yala
ALAMEDA, Calif., Feb. 7 /PRNewswire/ -- UTStarcom, Inc. (Nasdaq: UTSI) will be presenting at
the Banc of America Securities Technology Week 2001 in San Francisco on Thursday, February 8,
2001 at 8:00 a.m. PST at The Ritz-Carlton, 600 Stockton Street, San Francisco, CA 94108. (Photo:
http://www.newscom.com/cgi-bin/prnh/20001102/UTSILOGO )
UTStarcom`s presentation and breakout session will be webcast at the following links:
Presentation Link: http://www.veracast.com/bas_techweek2001/webcasts/ID09402319…
Breakout Session Link: http://www.veracast.com/bas_techweek2001/webcasts/ID19403775…
Presentation charts will be available on UTStarcom`s website at www.utstar.com. About UTStarcom,
Inc.
UTStarcom designs, sells, manufactures and installs an integrated suite of wireless and wireline
network access and switching systems that allow communications service providers to offer efficient
and scalable voice, data and Internet access services. The Company`s customers are public
telecommunications service providers that operate wireless and wireline voice and data networks in
rapidly growing communications markets around the world. For more information about UTStarcom,
visit the Company`s website at www.utstar.com. Forward-Looking Statements
The corporate presentation charts referred to in this press release contain certain forward-looking
statements that are subject to risks and uncertainties that may cause actual results to differ materially.
These factors include the changing nature of the telecom market in China and other countries, rapidly
changing technology, changes in demand for the Company`s products, reductions or delays in system
deployments, the termination of significant contracts, partnerships or alliances, and uncertainties such
as changes in government regulation and licensing requirements in China and other countries and
unforeseen economic conditions in Asia and other regions. The Company also refers readers to the risk
factors identified in its Prospectus and Quarterly Reports on Form 10-Q filed with the Securities and
Exchange Commission.
/CONTACT: Michael J. Sophie, Vice President of Finance, CFO of UTStarcom, Inc., 510-749-15
Na hoffen wir dass diese Präsentation was bringt. Nach Statements im ragingbull board soll noch Druck
wegen Insiderverkäufen herrschen, der jetzt aber vorbei sein sollte. Wollte meine bei 21$ verkaufen. Meine
bessere Hälfte hat mir dirngend geraten jedoch zu halten. Der Gesamtmarkt gefällt mir nicht mehr so gut.
Als Kurziel habe ich bis Juni 68$ geplant denke jedoch dass wenn nicht bis ende März eine deutliche Wende
am Markt eintrifft ich mit 44$ zufrieden wäre. Was habt Ihr so für Zielbeträge im Kopf?
Grüsse Yala
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