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O2Wireless OTWO = Zukunftsmarkt par Excellence

Umsatz:
Umsatzsteigerung von 6 über 24 und
dann 48 Mio.per 1999. Im ersten Halbjahr
2000 bereits 57 Mio. so daß
dieses Jahr eine Verdopplung sicher ist.

Ergebnis:
57 Mio. Umsatz, 17 Mio. gross margin
(für wireless gut, Summe nur
ausreichend-Schwachstelle!!)
Operative Kosten: 11 Mio. +2 Mio. Afa-Immat.
Gewinn: 17-(11+2)=4 Mio.
Anzahl der Aktien: ca. 7,5 Mio.
Sondereffekte: Verlust über 14 Mio. aus
Stock Options.

Prognose 31.12.2003:
Wachstum realistisch mal sicher mal 4:
17 gross margin mal 2 (Jahr) mal 4 = 136 Mio.
Kosten 11 mal 2 mal 3,5 (pessimistisch)=77 Mio.
Summe: 136-77=59 Mio. -7 Mio. sonstige Kosten=52 Mio. vor Steuern
nach Steuern: 30 Mio.
bei 7,5 Mio. Aktien ca. 4 Dollar pro Aktie !!!! bei Kurs von 18 also KGV unter 7 (4,5).

GESAMTFAZIT: Dieser IPO sollte mindestens genau verfolgt werden -stimmen die
Daten -insbesondere 7,5 Mio. Aktien - ist die Aktie mit STRONG BÚY minus (Note 1,3 -1,5) einzustufen.

Eine Wireless Aktie mit KGV unter 7 per 2003 dürfte nach der Friedenspflicht zu Kaufempfehlungen führen.

(nachdem man sich vorher selbst eingedeckt hat)

http://www.o2wireless.com/
Habe mir heute morgen ein paar ins Körbchen gelegt!

Mal sehen was daruas wird!

Wireless dürfte die Zukunftsbranche werden!

SeroZ
Hmmm.Er hat es nicht einfach 1 zu 1 kopiert, sondern noch etwas umformuliert ;) ... man könnte auch sagen, eine Zusammenfassung geliefert.

http://www.boerse-go.de/forum/Forum4/HTML/001759.html
Hmmm.Er hat es nicht einfach 1 zu 1 kopiert, sondern noch etwas umformuliert ;) ... man könnte auch sagen, eine Zusammenfassung geliefert.

http://www.boerse-go.de/forum/Forum4/HTML/001759.html
Was solls?

ich moechte auch hier eine Diskussion ueber

O2 Wireless Solutions

starten. Wie beurteilt Ihr denn diesen Wert?

Aktuell bewertet ihn A. Maydorn sehr positiv!!!
Bin sehr überzeugt von diesem wert aber leider erst am 06.09.00 eingestiegen.
der start sowie der chart sind ja ein absoluter knaller.
wie seht ihr die chanche, daß ab dem 10.sept. analysten ihre schätzungen abgeben?
dann dürften sie ja!!
wer von euch hat eine adresse, bei der man schnell an informationen zu OTWO kommen kann?
bitte seid doch so nett und postet sie hier.

auf gute gewinne

Gruß larsek
.
Also ich hab da was gefunden, stammt zwar nicht von mir ist aber sehr interessant.
Einige von euch kennen ihn sicher "seth77"

Viel spass beim lesen.

Gruß Larsek

Hallo Analysten!
Wir alle (oder die meisten) haben alle auf neudeutsch keine Böcke immer hinterher von großen Hypes wie B2B, Yahoo oder früher AMZN zu erfahren -gleichzeitig will man auch kein starkes Risiko eingehen.
Was ist der neue Hype und Argumente aus Insidersicht?
WIRELESS
Warum?
A. Neue Technikwellen äußern sich über viele Untenrehmen dieser Branche, die an die NASDAQ gehen -per letztenv 7 Monate war ein Schwerpunkt der Neuemissionen im Wireless Bereich
B. Wichtiger: Falls dem so ist positionieren sich bei den entsprechenden Aktien HEUTE die Institutionellen und Insider um sie MORGEN -wenn es spät uns zu empfehlen -also:
Bei den entsprechenden Aktien müßte der Anteil der Insitutionellen auf Kosten der Kleinanleger steigen.......und da können wir den Halunken auf die Spur kommen:

Check:
1. OTWO-O2Wireless IPO-keine Institutis Umschichtungen da neu an Börse......
2. WFII -Wireless Facilities.....
Anteil der Institutionellen stieg stark von 12,7% auf über 20% !!!!!!innerhalb des letzten Quartals -u.a. Credit Suisse und J.P. Morgan haben Kleinaktionären Bestände abgekauft....
3. INSP - Infospace:von 19,3 auf 38,5% !!!!!!!!!!!!!!-sehr grass und Gratulation an Fuchs EDE -leider verwende ich diese Seite erst seit kurzem dank eines Hinweises von Schizopremium!
Fundamental?
An sich OTWO preisgünstig, WFII gut (nicht sehr gut!) und Infospace klar teuer -höchstens HOLD plus..aber:
Wir wollen ja Geld verdienen -Infospace wird trotz teuer und nur mittelmäßigen Fundamentaldaten steigen denn: WIRELESS Aktie und die Insittutionellen positionieren sich gerade massivst.
Insoweit zwar fundamental teuer aber Gesamturteil: Bei Schwäche nicht uninteressant (GEsamteinstufung INSP -fundamental +Insider=MODEST BUY -würde aber WFII (MODEST BUY PLUS nach neuen Zahlen bei meiner letzten Analyse noch etwas schlechter) oder besser OTWO (STRONG BUY MINUS) persönlich vorziehen bzw. höher gewichten da solider und m.E. Chanchen besser.
Bauen die Institutionellen Bestände stärker ab wie bei CMRC oder bauen keine mehr auf wie bei ARBA ist davon auszugehen dass hier kein Hype geplant ist (trotzdem wie tausendmal erwähnt halte ich beide Werte für gut).
Das Spiel dürfte wie üblich laufen -die Institutionellen decken sich jetzt in aller Ruhe massiv ein (Kleinanleger Verkauf an INstitut.) -dann empfehlen zum Kauf -dann Hype -dann Einstieg Kleinanleger (METABOX-Phase) -dann Absturz.......
FAZIT: OTWO, WFII und z.T. INSP gehören zu den neuen B2B-Aktien oder den aussichtsreichsten.
Greetings
Seth
P.S.: ZU meiner Skala:
HOLD: Halten Wert fair bis leicht überdurchschnittlich (ca. bestes Drittel)
HOLD plus: Wert ordentlich fair und mittelmäßig überdurchschnittlich (bestes viertel)
HOLD-MODEST BUY (bestes 5.tel -überragender WErt)
MODEST BUY MInus: nur jeder 7. Wert so gut
MODEST BUY: beste 10%
Modest BUy plus: Beste 7%
STRONG BUY MINUS: Beste 1-2%....
Meine Skala daher nicht mit den üblichen buy etc. vergleichen -MODEST BUY z.B. ist bei mir eine Top-Bewertung (daher halte ich durchaus was von CMRC -Einstufung im Vergleichsbeitrag zu ARBA)

seth77
CSFB PM Call
BUY
USD 22.50
SMALL CAP
o2wireless Solutions (OTWO)
The end-to-end, wireless services one-stop shop. Initiate coverage with a Buy and target of $28.

Summary
We are initiating coverage of o2wireless Solutions with a Buy recommendation and a 12-month target price of $28 per share.

As one of only a few, turn-key providers of wireless outsourcing, o2wireless enjoys a favorable position in the industry. Providing an end-to-end solution not only helps the company woo prospective customers, it also helps it to parlay a seemingly small, precisely defined contract into an extensive, multi-year undertaking.

o2wireless has a verifiable track record of sourcing, cultivating and maintaining client relationships. The company`s client roster is studded with a passel of mandarin names, including Nortel Networks, Sprint and Crown Castle. Of the company`s top ten clients in 1999, 80% have remained in the top 10, and the balance has returned within the top fifteen.

o2wireless offers investors a refreshing vehicle to play the growth in wireless data and telephony. We expect the boom in PCS build out to fuel growth in the near term, and fixed wireless to evolve into a significant intermediate-term catalyst. Revenues from Third Generation wireless could appear in the United Kingdom by late 2001 and propel the company`s international operations.

Executive Summary
We are initiating coverage of o2wireless Solutions with a Buy recommendation and a 12-month target price of $28 per share, up some 24% from September 7. o2wireless, formerly known as Clear Communications Group, is an Atlanta-based, international wireless outsourcer that provides turn-key, end-to-end services to the wireless telephony carriers. The company is one of the largest in a small elect of full service providers, giving it a discernable advantage over its competition. Since its inception in 1991, the company has been involved in the design and implementation of over 47,000 communications facilities, and has completed contracts in all 50 of the United States and 26 countries, including Brazil, China, Germany, Honduras, Israel, Russia and Mexico.

We believe the following are most germane to our investment thesis:
Turn-Key Service Provider. The ability to offer a full suite of services appears, on the surface, to be rather banal, but in practice it is quite unique and has far reaching benefits. Not only does a full range of services improve the company`s ability to secure contracts, it also helps it parlay a seemingly humdrum undertaking into a broad, meaningful contract. For example, the company`s relationship with Adelphia began as a PCS project, but through proper cultivation and on-time, in-budget performance, the company augmented the contract to involve much larger fiber and cable contracts. This customer-centric mentality, in our opinion, is responsible for the return of 100% of the company`s top 10 customers in 1999. We believe that as the company further develops its product offering similar developments could occur regularly.

Carriers Embrace Outsourcers.
Only a couple of years ago, when o2 and its outsourcing brethren proposed the idea of large-scale outsourcing to the wireless carriers, they were looked upon as if they were quoting Scriptures to the devil. However, today`s fiercely competitive environment that surrounds the wireless services industry has changed things. Carriers are now seeking a cost efficient means to deploy their wireless services. The lofty prices paid for the 3G licenses in the UK and Germany have pushed the carriers to the proverbial point of no return. To recoup their vast capital outlays, the carriers must quickly build out their footprint, rapidly roll out service to the consumer, and cost efficiently operate their networks. This all augurs well for o2 and its brethren, as the carriers look to them for help in meeting these challenges.

An Agnostic Play on Wireless.
CSFB`s wireless group estimates that the US wireless subscriber base will grow to 205.7 million by 2005, from 86.0 million in 1999 for a compounded growth rate of 15.6%. To handle this influx of subscribers, carriers must hastily build out their networks to provide both increased coverage and enhanced capacity. Based on this, we estimate that wireless outsourcing companies should be in business for a long time. Unlike the wireless services providers, which are inextricably tethered to the success of their technology and operate in an industry marked by extreme pricing pressure, the wireless outsourcers are technology agnostic. This provides investors with a simpler investment choice. Investors need not to concern themselves with data transfer rates of CDMA versus TDMA, or whether XML, WAP or i-mode will become the de facto wireless internet standard. Questions relevant to the outsourcing industry are simple and straightforward, will wireless continue to grow, and when and how aggressively will wireless data roll out?

Blue Chip Customer Base.
Vetting o2`s client list and project backlogs, we are comforted by the company`s stable of blue-chip customers. Nortel Networks, Sprint, Nextel, Motorola, Crown Castle and Ericsson are the caliber of firms that adorn the client list. These companies are not only the leaders in their respective industries, but they are also well-funded, highly reputed in the capital markets and capable of tapping the public markets rather freely.


Proven Operators.
Since its inception, the company has been involved in the development of 47,000 sites in the 50 states and 26 countries. In 1999 alone, the company developed 11,000 communications facilities for 125 customers. Facilitating the execution of these numerous projects, is the company`s expansive product offering and its expertise in all technologies that span the spectrum, including LMDS, MMDS, iDEN, GSM, TDMA, and CDMA.

Strong Organic Growth.
For the second quarter the company grew revenues 89% organically and 186% on an "as reported basis". For the year we estimate the company can grow revenues 83% organically and 147% in total. Excluding acquisitions, we believe the company can grow revenues 35% in 2001, and 33% annually over the next four years thereafter.

Margin Expansion.
In the second quarter of 2000 the company obtained gross margins of 28.9%, up almost 740 basis points from the same period the previous year. For the fiscal year 2000, we estimate that the company can improve its margins to 29.5%, up from 26.1% last year and 19.4% in 1998. We believe margins will increase steadily and could stretch into the realm of 35%, as the company grows its systems engineering division, augments its higher margin RF engineering unit and continues to usurp pricing power from the wireless carriers.

Management.
One of the most important features that we look for in a company is the experience, prescience, and vision of the key management personnel. With average experience of more than 20 years, the senior management of o2 is deep, highly seasoned, and well versed in the telecommunications business - the ideal mix we look for. CEO, Stephen Johnston and his phalanx of top mangers have been involved in wireless telecommunications since its infancy, and have adapted successfully to each new development and bend in the road.

Valuation.
With the stock hovering around $22.50, the stock trades at 4.3 times our 2001 revenue estimate of $162.1 million and 73.8 times our adjusted 2001 EPS estimate of $0.30. These multiples are at a premium to LCC International but at a discount to Wireless Facilities. We believe that the company should trade at only a slight discount, in the near-term, to Wireless Facilities, based on o2`s smaller scale and lower margins. As the company grows and develops further, we believe o2 could trade at parity with Wireless Facilities.

As always there are risks:
Increased Competition. It is no secret that any good business will attract competitors, and the wireless outsourcing industry is no exception. The main competition stems from the carriers themselves, who fancy to do it on their own and retain in-house engineering crews. Aside from the carriers, competition arises from numerous sources (including Allen Telecom`s Comsearch, Tetra Tech`s Whalen & Company, Flour-Daniel and Black & Veatch) but rarely do the competitors see one another at consecutive bids. The industry is highly fragmented, and in fact, o2 has bid against its two direct comps, Wireless Facilities and LCC International, only a handful of times over a span of several years. We believe on a global scale there is enough business for all three publicly traded outsourcers to coexist profitably. We would even hazard to opine that the market is large enough for several additional well-funded outsourcers.

Concentration of revenues.
One of the best ways to reduce risk is to diversify; o2, however is still in the early stages of exploiting this rule. In 1999, 36% of the company`s revenues were derived from a triad of clients - Nortel Networks, Sprint and Carolina PCS. While this appears to be rather significant, we remind investors that no other client accounted for more than 10% of revenues. Further this existing concentration should be diluted as the company courts additional customers.

Retention of key employees.
The principal asset of any high-end outsourcing company is its people. Each day, the company`s main assets walk out the door and into the field to work. These highly educated, mobile employees need to be enticed and incentivize to return to work the next day. Corporate culture, interesting projects, propriety training are all strategies o2wireless employs to achieve an industry leading 85% annual retention rate. However, ostensibly absent from this bag of tricks is the most common and effective incentive - the stock option. Now armed with this potent retention tool, the company has issued options to 100% of its employees, and aims to further reduce its already low turnover ratio.

Earnings guidance.
The company recognizes revenues on a completed contract basis. This tends to make earnings projections difficult, as the exact date a milestone will be reached is hard to predict. For example, if a milestone is reached on June 30, the company could have a great second quarter, but if the milestone is reached one day later, a great quarter could become an OK quarter. We note, however, that since we have followed the company, it always exceeded its publicly stated goals. Bill Loughman, o2`s CFO, is an expert at this business and knows how to manage expectations accordingly.

In sum, o2wireless Solutions offers investors an opportunity to invest in a rapidly growing company at the early stages of its life cycle. We believe additional PCS buildouts as well as the deployment of numerous line-of-sight fixed wireless applications should fuel growth in the near term, while further developments in fixed wireless and third generation offer the next tremendous opportunity for the services firms going forward. It is our contention that those who offer the widest array of product services and deliver in the most timely fashion will be the ones that are the most successful and bestow the greatest returns on their shareholders.

We initiate coverage with a Buy rating and target of $28 per share.

Price Target Mkt.Value 52-Week
9/7/001 (12mo.) Div. Yield (MM) Price Range
USD 22.50 $28 NA NA $ 697.5 11.76-22.75
Adjusted Prev. Abs. Rel.
EPS EPS P/E P/E
12/02E 0.62 36.3X
12/01E 0.30 75.0
12/00E 0.20 112.5
March June Sept. Dec. FY End
2000E 0.05A 0.03A 0.05 0.06 Dec. 31
1999E 1998A

ROIC (6/00)
Net Cash (6/00) 8.5 mil
Book Value/Share (6/30)
WACC (6/00) 11.5%
Debt/Total Capital (6/00)
Common Shares 31 mil
EP Trend2
Est. 5-Yr EPS Growth 57%
Est. 5-Yr. Div. Growth NA
1On 9/7/00 DJIA closed at 11259.8 and S&P 500 at 1502.5.

Economic profit trend.
o2wireless Solutions is a leading provider of integrated network services to the global wireless telecommunications industry. The company plans, designs, deploys and maintains wireless networks that address the changing technological landscape.
Super Aktie
heute minus 48%
Von 2600 € auf 240 € in 3 Monaten .
Und das nach den Vorschusslorbeeren.
und heute wieder minus 30%

So was habe ich noch nie erlebt!!

In 2 tagen praktisch Totalverlust!
Hi,

am 09.05. kommen Zahlen fürs erste Quartal.

Ich bin eingestiegen und hoffe, daß die Zahlen im Rahmen der Erwartungen oder besser ausfallen.

Gruß

KingsX
OTWO lebt.
Hoffentlich wird 2002 ein besserer Jahrgang.

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o2wireless Solutions` CEO Murray L. Swanson Talks to The Wall Street Transcript
Updated: Monday, December 24, 2001 09:00 AM ET Printer-friendly version

NEW YORK--(BUSINESS WIRE)--Dec. 24, 2001--The Wall Street Transcript has published an in-depth interview with Murray Swanson, President & CEO of o2wireless Solutions (Nasdaq: OTWO, news, msgs), in which he talks at length about the company`s future.
The entire 4,100-word interview is available free online at http://www.twst.com/ceos.htm

Swanson gives an overview of the company: "o2wireless provides end-to-end communications infrastructure services, ranging from network design, site acquisition, A&E engineering, installation, construction and project management services."

Swanson explains, "We provide an end-to-end solution, which is a bit different from companies like LCCI and WFI. We provide services all the way from network planning through radio frequency engineering, antenna site selection and acquisition, design of the facilities to support the antenna site, construction and installation of equipment, and project management. We also support our customers` ongoing efforts to optimize their wireless networks. We provide a full range of services, whereas our principal competitors focus on different elements within that range of services."

Looking forward, Swanson states, "To increase our share of this rapidly growing market we are striving to improve the quality and the value of every service we deliver. Our customers demand high quality and high value services. We are working very hard to continuously upgrade everything that we do. Importantly, our marketing and sales team is focused on better understanding our customers` evolving needs and positioning us to better serve those needs. Also, our operations people are strengthening and streamlining our project management processes to enable us to more efficiently serve our customers. Overall, we are positioning ourselves to grow rapidly by providing high value services that enable our customers to deliver higher speed and data services on their networks."

This interview is part of a 98-page Communication Services Issue available at http://www.twst.com/info/info470.htm or by calling 212/952-7433.

The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations. For subscription information call 800/246-7673.



CONTACT: o2wireless Solutions, Inc.
Murray Swanson, 770/763-5620
http://www.o2wireless.com




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