LSI und Agere wie geht es weiter nach der Fusion?? - 500 Beiträge pro Seite
eröffnet am 03.11.07 12:44:05 von
neuester Beitrag 12.05.08 12:21:34 von
neuester Beitrag 12.05.08 12:21:34 von
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Hallo zusammen.
Ist hier außer mir keiner mehr investiert? Ich will dennoch versuchen die Diskussion wieder anzuleiern.
Wer Informationen hat oder nur seine Meinung zur Fusion zwischen LSI & Agere sagen will, den oder die bitte ich hier seinen Betrag zu schreiben. Freue mich auf eine lebhafte Diskussion!
Ich bin sehr enttäuscht über die Kursentwicklung der Aktie nach der Fusion. Die alte Agere systems hatte ja eine schöne, stetig nach oben gerichtete Kurslinie, aber seit der Fusion mit LSI ist die Kurve steil nach unten gerichtet.
Voran liegst, hat jemand eine plausibele Erklärung?
Vielen dank für eure Antworten!
Ist hier außer mir keiner mehr investiert? Ich will dennoch versuchen die Diskussion wieder anzuleiern.
Wer Informationen hat oder nur seine Meinung zur Fusion zwischen LSI & Agere sagen will, den oder die bitte ich hier seinen Betrag zu schreiben. Freue mich auf eine lebhafte Diskussion!
Ich bin sehr enttäuscht über die Kursentwicklung der Aktie nach der Fusion. Die alte Agere systems hatte ja eine schöne, stetig nach oben gerichtete Kurslinie, aber seit der Fusion mit LSI ist die Kurve steil nach unten gerichtet.
Voran liegst, hat jemand eine plausibele Erklärung? Vielen dank für eure Antworten!
Antwort auf Beitrag Nr.: 32.264.867 von beinhart1 am 03.11.07 12:44:05All the Chips Are Down -- Place Your Bets!
By Anders Bylund (TMF Zahrim) January 2, 2008
2 Recommendations
It's no fun owning semiconductor stocks today. One industry analyst decided to downgrade 10 of the 14 stocks he follows, and every single stock he touched got a much worse haircut than the rest of the market did, even on a bad day for Wall Street in general.
The semiconductor sector has already seen the top of its recent cyclical upturn, says Banc of America analyst Sumit Dhanda in a research note. He's marking down Intel (Nasdaq: INTC) from a buy to a hold, and archrival AMD (NYSE: AMD) from hold to sell. Other downgrades in Dhanda's book today include Texas Instruments (NYSE: TXN), LSI (NYSE: LSI), and National Semiconductor (NYSE: NSM). All of these stocks have fallen 4% or more as of this writing and erased billions of dollars in semiconductor market caps.
The reason for the broad brush stroke is worsening macroeconomics, though each company gets a touch of personal spice on top. For AMD, it's the costs of its heavy debt load plus concerns that the Barcelona chip might not be the garlic-rubbed silver cross the company needed. On the other side of that mythical showdown, Intel is running out of costs to cut and processes to optimize.
I think Dhanda is painting way too dark a picture, though. For one thing, if this is the top of the semiconductor industry's cyclical upswing, it was the shortest hike I've seen. As recently as last summer, we were still listening to Texas Instruments and Broadcom (Nasdaq: BRCM) as they prayed for the related mobile-gadget industry to get healthy again. It did, just in time for the holiday season's inventory buildup. And now it's over?
And Microsoft's (Nasdaq: MSFT) Windows Vista platform was supposed to form another foundation from which the processor designers could launch an offensive. That took a bit longer than expected, and Mr. Softy himself has gotten credit for that turnaround only in the past three months or so. And, again, now it's over?
Color me unconvinced. If the global economy crashes hard, that's one thing. Not much a chip maker could do about that. But it hasn't happened yet, and even a full-on American disaster wouldn't put too much of a hurting on wireless and computer sales elsewhere. So unless you think 2008 is going to be like 1929, maybe it's time to dig into a spate of heavily discounted chip companies. They're all on sale, and for no good reason.
http://www.fool.com/investing/value/2008/01/02/all-the-chips…
Spy
By Anders Bylund (TMF Zahrim) January 2, 2008
2 Recommendations
It's no fun owning semiconductor stocks today. One industry analyst decided to downgrade 10 of the 14 stocks he follows, and every single stock he touched got a much worse haircut than the rest of the market did, even on a bad day for Wall Street in general.
The semiconductor sector has already seen the top of its recent cyclical upturn, says Banc of America analyst Sumit Dhanda in a research note. He's marking down Intel (Nasdaq: INTC) from a buy to a hold, and archrival AMD (NYSE: AMD) from hold to sell. Other downgrades in Dhanda's book today include Texas Instruments (NYSE: TXN), LSI (NYSE: LSI), and National Semiconductor (NYSE: NSM). All of these stocks have fallen 4% or more as of this writing and erased billions of dollars in semiconductor market caps.
The reason for the broad brush stroke is worsening macroeconomics, though each company gets a touch of personal spice on top. For AMD, it's the costs of its heavy debt load plus concerns that the Barcelona chip might not be the garlic-rubbed silver cross the company needed. On the other side of that mythical showdown, Intel is running out of costs to cut and processes to optimize.
I think Dhanda is painting way too dark a picture, though. For one thing, if this is the top of the semiconductor industry's cyclical upswing, it was the shortest hike I've seen. As recently as last summer, we were still listening to Texas Instruments and Broadcom (Nasdaq: BRCM) as they prayed for the related mobile-gadget industry to get healthy again. It did, just in time for the holiday season's inventory buildup. And now it's over?
And Microsoft's (Nasdaq: MSFT) Windows Vista platform was supposed to form another foundation from which the processor designers could launch an offensive. That took a bit longer than expected, and Mr. Softy himself has gotten credit for that turnaround only in the past three months or so. And, again, now it's over?
Color me unconvinced. If the global economy crashes hard, that's one thing. Not much a chip maker could do about that. But it hasn't happened yet, and even a full-on American disaster wouldn't put too much of a hurting on wireless and computer sales elsewhere. So unless you think 2008 is going to be like 1929, maybe it's time to dig into a spate of heavily discounted chip companies. They're all on sale, and for no good reason.
http://www.fool.com/investing/value/2008/01/02/all-the-chips…
Spy
Antwort auf Beitrag Nr.: 32.921.433 von Spy_vs_Spy am 02.01.08 23:26:50Semiconductors Down on Intel Downgrade
Saturday January 5, 7:28 am ET
By Sean O'Driscoll, AP Business Writer
Chip Stocks Plunge; Intel Tumbles Again on Analyst Downgrade, FBR Cautious on Sector Revenue
NEW YORK (AP) -- Chip stocks plunged Friday, as a JP Morgan analyst downgraded market leader Intel Corp. on concerns over slowing orders and high inventory levels.
Analyst Christopher Danely downgraded Intel from "Overweight" to "Neutral." He said he was increasingly concerned about a possible correction to inventory levels for personal computer components. He also noted growth limitations in the microprocessor market.
Microprocessors are found in all personal computers and control the logic of almost all digital electronics, from clock alarms to video players.
Intel shares fell $2, or 8.1 percent, to close at $22.67. They have traded in the last year between $18.75 and $27.99.
Intel shares are now down 14 percent on the week. They fell more than 4 percent Wednesday after Banc of America analyst Sumit Dhanda downgraded them to "Neutral" from "Buy," citing concern over market growth in the first half of 2008.
Intel competitor AMD fell 52 cents or 7.6 percent to close at $6.25. It traded as low as $6.10, its lowest point in nearly five years.
The Philadelphia Semiconductor Index tumbled 18.67 points, or 4.8 percent, to close at 372.85 after earlier hitting a year low of 370.04. It had ranged in the last year between 389.28 and 549.39.
The downward move in the chip market was also fueled by FBR Research analyst Craig Berger, who said in a note to investor that the overall chip market is struggling with recession fears as it prepares to release fourth-quarter results.
Berger said business remains "at least decent" but management teams will not likely release aggressive estimates for their first quarters.
He said he believed companies will estimate a quarter-on-quarter revenue decline of 3 percent to 5 percent, worse than the typical 1 percent to 3 percent quarter-on-quarter decline.
Chip makers Broadcom Corp., LSI Corp. and Atmel Corp. all hit a year low after Berger said they were the most likely to lower their first-quarter revenue estimates. He said other companies may also lower their estimates.
Broadcom shares fell $1.79, or 6.3 percent to close at $24.80 after earlier hitting a year low of $24.52. They had traded in the last year between $25.70 and $43.07.
LSI Corp. shares fell 26 cents, or 5.4 percent, to close at $4.48. They earlier fell to a year low of $4.38.
Atmel shares fell 4 cents to close at $4.19. They earlier set a new year low of $4.12.
http://biz.yahoo.com/ap/080105/semiconductors_stocks.html?.v…
Spy
Saturday January 5, 7:28 am ET
By Sean O'Driscoll, AP Business Writer
Chip Stocks Plunge; Intel Tumbles Again on Analyst Downgrade, FBR Cautious on Sector Revenue
NEW YORK (AP) -- Chip stocks plunged Friday, as a JP Morgan analyst downgraded market leader Intel Corp. on concerns over slowing orders and high inventory levels.
Analyst Christopher Danely downgraded Intel from "Overweight" to "Neutral." He said he was increasingly concerned about a possible correction to inventory levels for personal computer components. He also noted growth limitations in the microprocessor market.
Microprocessors are found in all personal computers and control the logic of almost all digital electronics, from clock alarms to video players.
Intel shares fell $2, or 8.1 percent, to close at $22.67. They have traded in the last year between $18.75 and $27.99.
Intel shares are now down 14 percent on the week. They fell more than 4 percent Wednesday after Banc of America analyst Sumit Dhanda downgraded them to "Neutral" from "Buy," citing concern over market growth in the first half of 2008.
Intel competitor AMD fell 52 cents or 7.6 percent to close at $6.25. It traded as low as $6.10, its lowest point in nearly five years.
The Philadelphia Semiconductor Index tumbled 18.67 points, or 4.8 percent, to close at 372.85 after earlier hitting a year low of 370.04. It had ranged in the last year between 389.28 and 549.39.
The downward move in the chip market was also fueled by FBR Research analyst Craig Berger, who said in a note to investor that the overall chip market is struggling with recession fears as it prepares to release fourth-quarter results.
Berger said business remains "at least decent" but management teams will not likely release aggressive estimates for their first quarters.
He said he believed companies will estimate a quarter-on-quarter revenue decline of 3 percent to 5 percent, worse than the typical 1 percent to 3 percent quarter-on-quarter decline.
Chip makers Broadcom Corp., LSI Corp. and Atmel Corp. all hit a year low after Berger said they were the most likely to lower their first-quarter revenue estimates. He said other companies may also lower their estimates.
Broadcom shares fell $1.79, or 6.3 percent to close at $24.80 after earlier hitting a year low of $24.52. They had traded in the last year between $25.70 and $43.07.
LSI Corp. shares fell 26 cents, or 5.4 percent, to close at $4.48. They earlier fell to a year low of $4.38.
Atmel shares fell 4 cents to close at $4.19. They earlier set a new year low of $4.12.
http://biz.yahoo.com/ap/080105/semiconductors_stocks.html?.v…
Spy
Hallo Leute!
Wird mal wieder zeit was zur Diskussion beizutragen. Die Beteiligung an der Diskussion ist ja eher mau, aber vielleicht ändert sich das ja bald, wenn der Kurs von LSI weiter so kräfig steigt.
Charttechnisch ist jetzt ein eindeutiger Aufwärtstrend zu erkennen. Die Talsohle ist durchschritten und wir haben die 200 T Linie nach oben wieder durchbrochen. Alle die sich bei Kursen unter 3,-E eingedeckt haben können sich freuen, auch jetzt sind bei kleinen Rücksetzern unter 4,-€ wieder Kaufgelegenheiten.
Technologieaktien sind ja in letzter Zeit eher nicht gefragt gewesen doch das wird sich meiner Meinung nach bald wieder ändern. Im Herbst, spätestens aber nach der US-Präsidentenwahl, wird sich die Börse wieder erholen und der Dollar seine Schwächephase überwunden haben. Alleine das dann bessere Kursverhältnis Dollar > € bringt dann schon eine deutliche Kurssteigerung der US Aktien.
Also, jetzt günstig einsteigen denn bei steigenden Kursen + besseres Umtauschverhältnis doppelten Gewinn machen!
Wird mal wieder zeit was zur Diskussion beizutragen. Die Beteiligung an der Diskussion ist ja eher mau, aber vielleicht ändert sich das ja bald, wenn der Kurs von LSI weiter so kräfig steigt.
Charttechnisch ist jetzt ein eindeutiger Aufwärtstrend zu erkennen. Die Talsohle ist durchschritten und wir haben die 200 T Linie nach oben wieder durchbrochen. Alle die sich bei Kursen unter 3,-E eingedeckt haben können sich freuen, auch jetzt sind bei kleinen Rücksetzern unter 4,-€ wieder Kaufgelegenheiten.
Technologieaktien sind ja in letzter Zeit eher nicht gefragt gewesen doch das wird sich meiner Meinung nach bald wieder ändern. Im Herbst, spätestens aber nach der US-Präsidentenwahl, wird sich die Börse wieder erholen und der Dollar seine Schwächephase überwunden haben. Alleine das dann bessere Kursverhältnis Dollar > € bringt dann schon eine deutliche Kurssteigerung der US Aktien.
Also, jetzt günstig einsteigen denn bei steigenden Kursen + besseres Umtauschverhältnis doppelten Gewinn machen!
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