wo gibt es sowas?? KGV von 6! therma-wave - 500 Beiträge pro Seite

[mp7]

twav hat ein kgv von 6!
was hält ihr davon?

[mp7]

Therma-Wave, Inc. is in the development, manufacture, marketing and service of process control metrology systems used in the manufacture of semiconductors. Process control metrology is used to monitor process parameters in order to enable semiconductor manufacturers to maintain high overall manufacturing yield, reduce the size of the circuit features imprinted on the semiconductor to improve the performance of the semiconductor device and increase their equipment productivity. The Company`s current product families, Therma-Probe, Opti-Probe, Opti-Probe CD, Meta-Probe X and Integra, use proprietary and patented technology to provide precise, non-contact, non-destructive measurement for each and every basic building block (process module) in the manufacture of integrated circuits.

[mp7]

Therma-Wave, Inc. Announces First Fiscal Quarter 2002 Results Better Than Expectations
FREMONT, Calif.--(BUSINESS WIRE)--July 26, 2001--Therma-Wave, Inc., (Nasdaq:TWAV - news) a worldwide leader in the development, manufacture and sale of process control metrology systems used in the manufacture of semiconductors, reported financial results for the first fiscal quarter ended July 1, 2001.

Revenues for the first fiscal quarter were $37.8 million, a decrease of 4.6% from $39.6 million the same quarter one year ago and a decrease of 29.6% from $53.8 million reported for the prior fiscal quarter ended April 1, 2001. Net income was $5.4 million or $0.22 per diluted share for the quarter compared to $6.7 million or $0.27 per diluted share before the cumulative effect of adjustments for SAB 101 changes for the same fiscal quarter of 2001. Net income increased 14.3% compared to the $4.7 million reported in the previous fiscal quarter, which included one-time charges of $4.7 million.

Gross margins were 46.7% down from 49.3% one year ago. The decrease was attributable to lower unit production, without a commensurate reduction in overhead costs. Operating income was $5.0 million, a decrease of 18.8% compared to the corresponding quarter in fiscal 2001, down 26.7% compared to $6.8 million in the previous quarter.

The Company`s balance sheet remains strong. Cash and short-term investments increased by $1.2 million from the previous quarter to $76.8 million at the end of June. Receivables and inventories decreased to $76.2 million from $90.5 million during the same period and there continued to be no long-term debt.

``We are pleased with the financial performance of the company, despite the sharp decline in the business level in the industry,`` said Martin Schwartz, president and chief executive officer. ``We were able to mitigate the impact of the downturn in the industry during the quarter by implementing cost control measures as demonstrated by the $3.3 million decrease in operating expenses compared to the prior quarter, excluding a $1.7 million one time charge in the prior quarter.``

``As stated in our earlier announcement, we anticipate that the worsening conditions in the worldwide semiconductor market will further adversely impact our second fiscal quarter. We believe revenues could decrease as much as an additional 40% to 50% for our second fiscal quarter, possibly resulting in a loss for the quarter. We intend to implement additional cost control actions this quarter to help mitigate the impact of the continuing downturn.``

``Although the Company`s results do reflect the weakening global conditions and slowdown in capital expenditures by semiconductor manufacturers,`` continued Schwartz, ``I feel confident about Therma-Wave`s long term outlook. In spite of the downturn, we intend to continue aggressive development and introduction of new products and implementation of manufacturing efficiencies. We already have a leading position in the markets we serve and have built a strong base for the industry`s move to 300 mm processes. Therma-Wave is the only company currently that has Optical Critical Dimension metrology solutions actually in production at customer sites. In addition, we are working closely with the two largest process tool manufacturers on multiple integrated metrology opportunities. Continued development and success in these key areas will strengthen our competitive position for the next upturn.``

Therma-Wave, Inc. will hold a conference call to review financial results and ongoing operations at 9:00 a.m., Pacific Standard Time, Thursday, July 26, 2001. Participating in the call will be Martin Schwartz, president and chief executive officer, and Ray Christie, vice president and chief financial officer. The call may be accessed via the web at www.thermawave.com.

About Therma-Wave

Since 1982, Therma-Wave, Inc. has been revolutionizing process control metrology systems through innovative, proprietary products and technologies. The company is a worldwide leader in the development, manufacture, marketing and service of process control metrology systems used in the manufacture of semiconductors. Therma-Wave currently offers leading-edge products to the semiconductor manufacturing industry for the measurement of transparent, semi-transparent, and opaque thin films, for the monitoring of ion implantation, and for the integration of metrology into semiconductor processing systems. For further information about Therma-Wave, Inc., access our web site at: www.thermawave.com.

This press release contains forward-looking statements as that term is defined in the Private Securities Reform Act of 1995 which are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Such statements relating to our ability to leverage our leading market position, intent to develop and introduce new products and improve current products and the acceptance of those products by our customers, planned improvements in manufacturing efficiencies, anticipated changes in revenue and earnings rates, and trends in our financial performance are based on current expectations. Such statements are subject to risks, uncertainties, and changes in conditions, particularly those related to industry performance, and other risks, some of which are detailed in documents filed with the Securities and Exchange Commission, including specifically Exhibit 99.1 to the Company`s annual report on Form 10-K for the year ended March 31, 2001. The Company undertakes no obligation to update the information in this press release.


THERMA-WAVE, INC.
CONDENSED CONSOLIDATED BALANCE SHEETS (1)
(in thousands)

June 30, March 31,
2001 2001
-------- --------
Assets

Current assets:
Cash and short-term investments $ 76,762 $ 75,575
Accounts receivable, net 31,513 43,348
Inventories 44,698 47,181
Other current assets 3,188 3,925
-------- --------
Total current assets 156,161 170,029
Property and equipment, net 14,830 14,478
Other assets 7,205 6,684
-------- --------
Total assets $178,196 $191,191
======== ========

Liabilities and stockholders` equity

Current Liabilities:
Accounts payable 4,868 12,547
Deferred revenue 13,537 17,096
Other current liabilities 21,966 30,537
-------- --------
Total current liabilities 40,371 60,180
Long term debt and other 2,238 1,929
Stockholders` equity 135,587 129,082
-------- --------
Total liabilities and
stockholders` equity $178,196 $191,191
======== ========

(1) Amounts as of June 30, 2001 are unaudited. Amounts as of March 31,
2001 are from the March 31, 2001 audited financial statements.


THERMA-WAVE, INC.
CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS
(in thousands)
(Unaudited)

SAB 101
Three Months Ended
--------------------
June 30, June 30,
2001 2000
-------- --------

Net revenues $ 37,821 $ 39,641
Cost of revenues 20,149 20,101
-------- --------
Gross profit 17,672 19,540

Operating Expenses:
Research and development 6,981 7,519
Selling, general and
administrative 5,707 5,881
-------- --------
Total operating expenses 12,688 13,400
-------- --------
Operating income 4,984 6,140
Other income 787 991
-------- --------
Income before provision
for income taxes 5,771 7,131
Provision for income taxes 346 428
-------- --------
Income before cumulative
effect of change in
accounting principle
5,425 6,703

Cumulative effect of change
in accounting principle,
net of taxes -- (6,287)
-------- --------
Net income $ 5,425 $ 416
======== ========
Basic income per share:
Income before cumulative
effect of change in
accounting principle $ 0.23 $ 0.29
Cumulative effect of
change in accounting
principle -- (0.27)
-------- --------
Net income per share $ 0.23 $ 0.02
======== ========

Diluted income per share:
Income before cumulative
effect of change in
accounting principle $ 0.22 $ 0.27
Cumulative effect of
change in accounting principle -- (0.25)
-------- --------
Net income per share $ 0.22 $ 0.02
======== ========
Weighted average number of shares
outstanding:

Basic 23,786 23,148
Diluted 25,133 24,853

[blauerDiamant]

Samsung: KGV < 4 !!! --> STRONG BUY

[mp7]

diamant,samsung ist viel zu schwer!


twav hat einen geringen float
und eine Mkt Cap von
288.4M$

[blauerDiamant]

War auch nur ne Antwort auf den Titel Deines Threads
MfG.

[ajuga]

KGV von 6? Das Unternehmen erwartet für das nächste Quartal einen Umsatz der 40 - 50 % unter dem des letzten liegen soll und zusätzlich auch noch einen Verlust!!!!!!!!!!!!!!

Ich glaube nicht, dass das KGV für die zukünftigen 4 Quartale = 1 Jahr (vor allem die Zukunft zählt an der Börse) 6 beträgt!!!


ajuga
http://www.usmusterdepot.de/

[ceckx]

twav ist nicht schlecht

werde mir ein paar zulegen

im moment 7%+

[ceckx]

twav schon +15%

[ceckx]

schlußstand 13,40$!
16%+

nicht schlecht

[boursin]

@ Smallcap-Spezialisten mp7 :-)
Therma-Wave soll m.W. am 07.08. in S&P 600 SC-Index aufgenommen werden.
Gruß
boursin

[mp7]

hi boursin
leider bin ich schon drausen egal hab mein geld gemacht man soll ja nicht gierig werden
mfg