Echelon, warten bis die Aktie wieder entdeckt wird oder jetzt einsteigen? - 500 Beiträge pro Seite

[geldspender]

Wenn ich vor 2 Jahren eingestiegen wäre und im Mai 2000 ein-
gestiegen hätte ich fast 1000% Plus mit Echelon gemacht.
Jetzt bei 12,6 oder 12,2 Euro ist die Frage erlaubt, wann
der rechte Zeitpunkt gekommen ist. Höchststand waren über
100$ sicher auf dem Höhepunkt der AktienHausse aber vor nicht 3 Monaten stand die Aktie bei 32$ und hatte das glei-
che Muster erst runter auf 10$ dann hoch und jetzt? Das
Potenzial ist sicher größer als der Rückschlag und wenn die
Börse wieder anzieht ist Echelon dabei

[Initiative2000]

Hi Geldspender,

bin auch noch in Echelon investiert.
Zur Zeit sehe ich es allerdings nicht so positiv.
Der Wert kämpft mit der 11.60$- Marke. Vielleicht nutzen die Jungs das aus, um Aktienrückkaufe zu tätigen. Mal sehen...


Ciao
I2000

[Earnie38]

Zwar schon 2Monate alt aber egal:

Echelon Trendwende?

Nach Meinung der Aktienexperten von "Finance-Online" hat die Aktie Echelon Corp. gute Chancen auf einen Rebound, wenn eine Trendwende einsetzt.

Das Unternehmen entwickele den Protokollstandard LonTalk. Durch LonWorks mache man sich diesen Vernetzungsstandard in den Sektoren Gebäudemanagement, Verkehrsüberwachung, industrielle Automation bei der Vernetzung des Haushalts zu nutzen.

Neben einer soliden Auftragslage sprächen noch weitere Gründe für den Echelon-Konzern. So beispielsweise habe die Firma am Montag bekannt gegen, dass man bis zu zwei Millionen eigenen Aktien zurückkaufen möchte. Dies entspreche etwa 5 Prozent der ausstehenden Aktien. Betrache man die Bilanz, erscheine ein solcher Markteingriff durchaus wahrscheinlich.

Mit den zuletzt präsentierten Quartalszahlen habe der Konzern liquide Mittel in Höhe von 140 Mio. Dollar ausgewiesen. Die für den Aktienrückkauf notwendigen 30 Mio. Dollar könne Echelon also ohne Probleme aufbringen, vor allem daher, weil Echelon schon seit einigen Monaten im Break-Even-Bereich arbeite.

Zudem verfüge das Unternehmen über eine äußerst solide Finanzierung des Geschäftsmodells. Das Eigenkapital belaufe sich aktuelle auf rund 170 Mio. Dollar. Dadurch ergebe sich bei der aktuellen Marktkapitalisierung ein KBV von unter drei.

Ebenfalls attraktiv bewertet erscheine Echelon von Seiten der Gewinnprognose. Ausgehend von den Gewinnschätzungen für das nächste Jahr solle das Unternehmen einen Gewinn von 71 Cents pro Aktie erwirtschaften. Beim aktuellen Kurs entspreche dies einem KGV (02) von gerade einmal 17.

Noch vor zwei Monaten habe der Wert mit über 30 Dollar mehr als doppelt so hoch im Kurs gestanden als heute. Während die meisten Papiere mit der letzten Abwärtswelle neue Jahrestiefs markiert hätten, notiere Echelon noch immer rund 50% über seinem Tiefststand vom April. Dennoch seien der MFI und die Stochastik deutlich tiefer und länger im überverkauften Bereich als bei anderen Technologiewerten.

Setzt eine Trendwende ein, hat Echelon gute Chancen auf einen schnellen Rebound, so die Wertpapierexperten von "Finance-Online".

[Guuruu]

ich glaube für Euch kommen jetzt bessere Zeiten,

werde morgen im laufe des Tages kaufen und technische Begründungen liefern.

PS: burnie ... alter echelon - fan bist Du auch hier.

grüße

[Earnie38]

Kommt der Kurssturz durch die Annahme das Echelon den Wechsel zwischen denStandards nicht ohne finanzielle Probleme gemanaged bekommt?Mein Englisch ist nicht vom Besten.
MfG Earnie

Prudential says `sell` Echelon (ELON) By Michael Baron
Echelon (ELON) is dropping $2.13, or 13 percent, to $14.27, after Prudential Securities lowered its rating on shares of the San Jose, Calif., appliance connection technology firm to "sell" from "hold" due to valuation and flagging earnings visibility. "At 36 times 2002 earnings per share, we believe ELON shares are expensive without (a) clear path for accelerated EPS growth for 2003," the firm said in a research note to clients. "Our cautious economic outlook (is) not currently reflected in management`s present guidance; potential for further EPS revisions remain distinct possibility without 2002 economy rebound." Prudential also cautioned that, due to implementation issues, "time is running out" to avoid a gap between its Enel program and the next major product ramp.

[Earnie38]

Egal - 30% schon wieder zugelegt.Langsam und stetig aufwärts.

Earnie

[Komet]

schade, hier wäre man besser eingestiegen ...



Denkt ihr es geht noch weiter???

Komet

[Earnie38]

Mich würde interessieren wieso Echelon in den USA so angezogen hat.MfG Earnie

[geldspender]

Muß sagen bin leider ausgestiegen obwohl die Aktie einer
meiner besten Aktien war. habe gedacht die geht nochmal runter und jetzt habe ich den Einstieg verpasst.

[Earnie38]

...und weiter geht`s und ich weiß nix..
Seit einer Woch geht`s steil nach oben - was ist da los??
Earnie

[Initiative2000]

Tuesday February 12, 2:13 am Eastern Time
Fuji Electric to sell Echelon technology in Japan
TOKYO, Feb 12 (Reuters) - Fuji Electric Co , a Japanese maker of heavy electric machinery, said on Tuesday it had agreed with U.S. control networking firm Echelon Corp (NasdaqNM:ELON - news) to promote its technology in Japan.

Fuji said it expected sales of one billion yen ($7.50 million) in the initial year of cooperation with the Japanese unit of Echelon, which sells software that automates industrial equipment and building systems.

Under the deal, Fuji Electric will sell controlling equipment that uses Echelon`s LonWorks system -- a widely used software for connecting home appliances and other devices to the Internet.

Fuji Electric said it expected LonWorks-related sales of three billion yen during the year starting April 2003.

Fuji Electric shares soared 7.5 percent in morning trade on a report of the deal in the Nihon Kogyo Shimbun industrial daily.

The shares ended Tuesday up 5.0 percent at 252 yen, while the Nikkei average climbed 1.98 percent.

($1 equals 133.35 yen)

Quelle: http://biz.yahoo.com/rf/020212/t82955_1.html


Ciao
I2000

[Initiative2000]

Conference Call läuft zur Zeit...
http://biz.yahoo.com/cc/2/14582.html

[Initiative2000]

Kurze Zusammenfassung:
130 Mill.$ Sales und 40 Cent Gewinn für 2002.
Das ENEL Projekt läuft wie geplant.
200 Mitarbeiter bei Fuji arbeiten an Lonworks.
Suchen weitere Deals wie ENEL.
Lonworks arbeitet mit jedem Medium (Powerline, Wireless etc..) und ist die günstigste Form der Kommunikation zwischen Geräten.

Tolle Präsentation ! Ehrliche Präsentation, ohne Blabla...

Ciao
I2000

[Initiative2000]

Echelon (ELON: news, chart, profile) leapt more than 6 percent after analyst Nicholas Heymann at Prudential Securities upgraded the software firm`s stock to "hold" from "sell," due to "diminishing" expectations for further near-term earnings erosion. He added that prospects for a another major utility contract over the next 8 to 20 months have brightened. Heymann said in an intra-day research note, however, that near-term catalysts to growth remained unclear.
http://www.marketwatch.com

Weiß jemand mehr? Wer wird der nächste big player?


Ciao

[panik]

Echelon Corporation Reports Third Quarter Earnings Per Share of $0.13
Results Exceed Analyst Expectations of $0.09
Thursday October 10, 4:01 pm ET


SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 10, 2002--Echelon Corporation (Nasdaq:ELON - News) today announced financial results for the third quarter ended September 30, 2002, exceeding analysts` expectations.
ADVERTISEMENT


Revenues for the quarter ended September 30, 2002 were $33.4 million, an increase of 85% over revenues of $18.0 million for the same period in 2001. Net income for the quarter ended September 30, 2002 was $5,327,000 or $0.13 per share on a fully diluted basis, based on a weighted average of 40,619,000 common shares outstanding, compared to net income of $757,000, or $0.02 per share, based on a weighted average of 41,526,000 common shares outstanding for the third quarter of 2001.

"We are very pleased with our results this quarter," said M. Kenneth Oshman, Echelon`s chairman and chief executive officer. "However, we remain concerned about the effects the ongoing economic slowdown is having on our core business customers. While revenues from the Enel program came in slightly higher than we expected, revenues from our core business, while in line with our previous guidance, continued to experience great pressure from the protracted worldwide economic slump. This quarter we saw a slight improvement in the Americas but unexpected weakness in Europe and Asia."

Revenues for the nine-month period ended September 30, 2002 were $92.3 million, an increase of 107% over revenues of $44.5 million for the same period one year ago. Net income for the nine-month period ended September 30, 2002 was $13,114,000, or $0.32 per share on a fully diluted basis, based on a weighted average of 40,769,000 common shares outstanding, compared to net income of $817,000, or $0.02 per share, based on a weighted average of 41,273,000 common shares outstanding for the same period in 2001.

Gross margin for the quarter ended September 30, 2002 was 51.0%, compared with 48.8% for the same period in 2001. Gross margin for the nine-month period ended September 30, 2002 was 51.5%, compared with 54.4% for the same period in 2001. Total operating expenses for the quarter ended September 30, 2002 were $12.2 million, compared to $9.5 million for the same period in 2001.

As previously announced during the third quarter, Echelon added to its i.LON(TM) family of Internet connectivity products with the introduction of the i.LON 10 Adapter, which the company markets as a cost-effective way to monitor and control small networks of everyday devices in homes, apartments, and small buildings over the Internet. The i.LON 10 Adapter works in conjunction with Echelon`s LNS® network management system to give remote facility managers, home owners and service providers access to everyday LonWorks® devices to expand the functionality of a data network to include such added-value services as appliance monitoring, alarm supervision, metering, sprinkler control, and energy load control.

Echelon`s Open System Alliance (OSA) program made significant advances in the Asia/Pacific region. NTT Data, Japan`s largest IT integrator, increased its existing commitment to the LonWorks networking platform as a LonWorks Training partner and LonMark® Certification Center by entering into an Open Systems Alliance Master Logo agreement with Echelon. Under the agreement, companies within NTT Data`s integration channel can qualify to become LonWorks Integrators. Echelon believes that this increased level of commitment from NTT Data will accelerate the growth of the LonWorks industry in Japan.

Schneider Electric (Australia) Pty Limited also signed an Echelon OSA Master Logo agreement, making it the first Australian-based company to do so. With over 20 integrator companies and revenues of close to AUD $500 million throughout the Australia and Asia Pacific zone, Echelon believes that Schneider Electric`s strong regional presence should increase the penetration of the LonWorks platform into the Australian commercial and residential automation markets. Later in the third quarter, the LonMark Interoperability Association announced that Schneider Electric`s line of control devices based on Echelon`s FTT-10A free-topology twisted pair transceiver received LonMark certification.

At the close of the quarter, Echelon announced that it participated in the launch event of IBM`s e-business to smart machine initiative, which is designed to connect smart devices to enterprise applications to help lower operating costs and increase revenues. Echelon believes that IBM`s efforts in this area will help increase market awareness and acceptance of the benefits that smart devices can bring to businesses and should help expand the market for LonWorks technology and Echelon`s products.

For those interested in further discussion regarding this release, Echelon`s management will participate in a conference call today at 2:00 pm PDT. To access the conference call, dial 1-800-388-8975 any time after 1:50 pm PDT. The call will be available live today, and for playback on the Investor Relations section of Echelon`s web site (www.echelon.com) through October 18, 2002.

About Echelon Corporation

Echelon Corporation is the creator of the LonWorks platform, the world`s most widely used standard for connecting everyday devices such as appliances, thermostats, air conditioners, electric meters, and lighting systems to each other and to the Internet. Echelon`s hardware and software products enable manufacturers and integrators to create smart devices and systems that lower cost, increase convenience, improve service, and enhance productivity, quality, and safety. Thousands of companies have developed and installed LonWorks products and more than 24 million LonWorks enabled processors have been shipped for use in homes, buildings, factories, trains, and other systems worldwide.

The protocol underlying LonWorks networks and the signaling technology used by Echelon`s power line and free topology transceivers have been adopted as standards by the American National Standards Institute (ANSI). Echelon is also a founding member of the LonMark Interoperability Association, an open industry forum of hundreds of leading manufacturers, integrators, and users dedicated to promoting the use of interoperable LonWorks devices. More information is available at http://www.lonmark.org. Further information regarding Echelon can be found at http://www.echelon.com.

Echelon and Messe Frankfurt GmbH are partnering to produce the LonWorld(TM) Conference and Exhibit - the world`s largest event solely devoted to users, developers, integrators, and others supporting the LonWorks networking platform. This year`s event will be held in Toronto, Canada on October 31st-November 1st. For information or to registration for the event, visit http://www.lonworldexpo.com.

Echelon, LonWorks, LNS, and the Echelon logo are trademarks of Echelon Corporation registered in the United States and other countries. LonWorld and i.LON are trademarks of Echelon Corporation. Other marks belong to their respective holders.

This press release may contain statements relating to future plans, events or performance. Such statements may involve risks and uncertainties, including risks associated with uncertainties pertaining to the timing and level of customer orders, demand for products and services, risks that the R&D activities or subsequent product deployment activities with Enel are not successful, do not meet their target dates, or are terminated, or that the contemplated transactions are challenged by third parties, risks that our development projects with other parties are not successful, risks relating to the development and growth of markets for Echelon`s products and services and the ability of those products and services to meet customer and consumer expectations, and other risks identified in Echelon`s SEC filings. Actual results, events and performance may differ materially. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Echelon undertakes no obligation to release publicly the result of any revisions to these forward-looking statements that may be made to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

The financial statements that follow should be read in conjunction with the notes set forth in Echelon`s Form 10-Q when filed with the Securities and Exchange Commission.

ECHELON CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands)

Sept. 30, Dec. 31,
2002 2001
(Unaudited)
----------- --------
ASSETS

Current Assets:
Cash, cash equivalents and short-term
investments $ 114,422 $ 111,653
Accounts receivable, net 32,108 29,113
Inventories 10,008 10,316
Other current assets 7,869 11,556
---------- ---------
Total current assets 164,407 162,638

Property and equipment, net 16,761 16,480
Other long-term assets 22,480 6,536
---------- ---------
$203,648 $185,654
======== ========

LIABILITIES AND STOCKHOLDERS` EQUITY

Current Liabilities:
Accounts payable $ 7,767 $ 7,409
Accrued liabilities 3,492 2,426
Current portion of deferred revenues 1,303 1,055
---------- ---------
Total current liabilities 12,562 10,890
---------- ---------
Deferred rent 140 47

Total stockholders` equity 190,946 174,717
---------- ---------
$203,648 $185,654
======== ========

ECHELON CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(in thousands, except per share amounts)

Three Months Nine Months
Ended Ended
September 30, September 30,
(Unaudited) (Unaudited)
2002 2001 2002 2001
---- ---- ---- ----
REVENUES:
Product $33,073 $17,655 $91,159 $43,014
Service 277 328 1,094 1,474
------- ------- ------- -------
Total revenues 33,350 17,983 92,253 44,488
------- ------- ------- -------
COST OF REVENUES:
Cost of product 15,630 8,697 42,576 18,550
Cost of service 699 518 2,150 1,741
------- ------- ------- -------
Total cost of revenues 16,329 9,215 44,726 20,291
------- ------- ------- -------
Gross profit 17,021 8,768 47,527 24,197
------- ------- ------- -------
OPERATING EXPENSES:
Product development 5,405 4,320 16,401 12,208
Sales and marketing 4,354 3,732 12,933 11,471
General and administrative 2,394 1,438 6,872 5,239
------- ------- ------- -------
Total operating expenses 12,153 9,490 36,206 28,918
------- ------- ------- -------
Income/(loss) from operations 4,868 (722) 11,321 (4,721)
------- ------- ------- -------
Interest and other income, net 922 1,511 2,933 5,572
------- ------- ------- -------
Income before provision for income
taxes 5,790 789 14,254 851
Provision for income taxes 463 32 1,140 34
------- ------- ------- -------
NET INCOME $5,327 $757 $13,114 $817
====== ====== ====== ======
NET INCOME PER SHARE:
Basic $0.13 $0.02 $0.33 $0.02
====== ====== ====== ======
Diluted $0.13 $0.02 $0.32 $0.02
====== ====== ====== ======
SHARES USED IN COMPUTING
NET INCOME PER SHARE:
Basic 39,658 38,648 39,388 38,436
====== ====== ====== ======
Diluted 40,619 41,526 40,769 41,273
====== ====== ====== ======

ECHELON CORPORATION
CONSOLIDATED STATEMENTS OF CASH FLOWS
(in thousands)
(Unaudited)

Nine Months Ended
September 30,
2002 2001
---- ----
Cash flows provided by (used in) operating
activities:
Net income $13,114 $817
Adjustments to reconcile net income to
net cash provided by (used for) operating
activities:
Depreciation and amortization 2,893 1,492
In-process research and development 400 -
Provision for doubtful accounts 66 200
Deferred compensation expense 31 138
Change in operating assets and liabilities:
Accounts receivable (3,028) (8,471)
Inventories 308 (9,673)
Other current assets 3,702 (570)
Accounts payable (409) 3,375
Accrued liabilities 913 496
Deferred revenues 207 (400)
Deferred rent 93 7
------- ------
Net cash provided by (used in) operating
activities 18,290 (12,589)
------- ------
Cash flows used in investing activities:
Purchase of available-for-sale short-term
investments (57,850) (51,571)
Proceeds from maturities and sales of
available-for-sale short-term investments 49,536 14,512
Unrealized gains (losses) on securities (104) 669
Purchase of BeAtHome.com, Inc. (5,811) -
Purchase of restricted investments (10,696) -
Change in other long-term assets 380 (4,988)
Capital expenditures (2,477) (10,713)
------- ------
Net cash used in investing activities (27,022) (52,091)
------- ------
Cash flows provided by (used in) financing
activities:
Proceeds from issuance of common stock 2,782 1,710
Repurchase of common stock - (3,191)
------- ------
Net cash provided by (used in) financing
activities 2,782 (1,481)
------- ------
Effect of exchange rates on cash: 405 (184)
------- ------
Net decrease in cash and cash equivalents (5,545) (66,345)
Cash and cash equivalents:
Beginning of period 23,232 117,664
------- ------
End of period $17,687 $51,319
======= =======



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Contact:
Echelon Corporation
Steve Nguyen, 408/938-5272 (press)
[e-mail]
Chris Stanfield, 408/938-5243 (investor relations)
[e-mail]



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Source: Echelon Corporation