Was ist mit Redback los?? - 500 Beiträge pro Seite

[rzorske]

warum wird redback in deutschland so hoch gehandelt??finde nichts und der letzte us kurs ist 5,5 ?ß

[rzorske]

weiß den niemand was,warum die so weit über faierem wert gehandelt wird.an der nasi seht se premarket lediglich bei 5,58 ohne besonders volumen. das rechtfertig max 6,30 euro.

[Micky_Maus]

@rzorske

Beachte Geld-Brief- Spanne. Soweit ich`s gesehen habe, liegt diese bei 6,25/6,65€ (Börse Berlin).

Da weitgehend nur Kaufaufträge an deutschen Börsen vorliegen, bedient der Kursmakler am oberen Wert.

Hinzu kommen die positiven Futures, die einen kleinen Kursaufschlag erwarten lassen.

[rzorske]

was aber mit sicherheit nicht den morgentlichen kurs von 7,18 rechtfertigt,niemals.

[Vetinari]

Gerutch uber ein vertrag mit Verizion und dementieren das sie chip probleme haben ... laut die Ami boards

[rzorske]

ich will ja nix sagen aber von denen die us-werte in deutschland kaufen sind 70 prozent voll beklopft.ich werd in zukunft mal öfters hier reingehen anstatt direkt in amerika zu ordern, hier gibts eindeutig mehr idioten als papiere (viel mehr,und die meisten können nicht mal dollar in euro umrechnen).

guten nacht und kein bett,ehhh

[rzorske]

by the way, redback ist im moment sehr gutmütig getaxt 6 1/2
euro wert und die bezahlen locker 5% mehr. auch wenn ich heir nur selbstgespräche führ:oh my godness

[rzorske]

übrigens könnt ihr hardcorebuyer den schrott morgen zu 5,9 euro wieder raushauen den ihr heute zu sagenhaft günstigen 8,2 weggeschnapt habt.ich hoffe die unbegreiflichen übertreibungen funktionieren in beide richtungen.


aber ihr werd des schon machen

[vst]

Heute wird Redback in Deutschland eindeutig zu niedrig gehandelt. In Frankfurt 4,70 €, in den USA 4,85 $ !!!

[Watcher42]

@rzorske

Warum soll man denn bekloppt sein, wenn man hier usa- Papiere hier kauft ?

Lohnt es sich denn bei kleineren Orders ( meine Posten max. 2000 Euro wenn Sie Spekluativ sind ) in USA zu ordern.

Mir ist hier nicht bekannt das dies nur 10 Euro kostet.

Verat mir doch mal wie die Voraussetzungen sind um in USA direkt zu handeln.

mfg

[vst]

Am MITTWOCH, 16. JANUAR kommen den Q4 Zahlen von Redback.

Erwartetes EPS 0,05
EPS des Vorjahresquartals -0,21

Die Schätzungen des Ertrags je Aktie (EPS; in US-Dollar) basieren auf Umfragen von First Call/Thomson Financial.

Auf noch bessere Kurse

[bazzboxx]

Na was geht denn nun ab bei REDBACK? - 40% in einem Monat. Kommt bald die Pleite, oder sollte man jetzt langsam den Einstieg wagen? Wie sind denn die Meinungen der wenigen in diesem Board, die sich für RBAK/RNT interessieren? Aktuell geht´s ja an der NASDAQ weiter abwärts.

[Jeanneau]

EINSTEIGEN.....BEOBACHTEN !!
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Redback Networks Inc. (Nasdaq: RBAK - message board) is piping up again about its edge router, saying it`s got a new plan to beat Cisco.

Late last week, Redback announced an important upgrade to its edge router, the SmartEdge 800. The improvements make the router more efficient and less likely to cause service provider network outages (see Redback Improves Router ). At the same time, the company is turning the anti-Cisco rhetoric up a notch, somewhat of a reversal from a few weeks ago, when in an internal meeting company officials touted a strategy of flying below Cisco Systems Inc.`s (Nasdaq: CSCO - message board) radar (see Redback Rallies Itself ).

In sum, experts say that this may be Redback`s last chance. The company is the midst of a large transition from its fading DSL business to being a new edge router player, and it`s been burning cash in the process. It`s quite literally do or die time.

"[Redback] pulled out all the stops in their latest press release… they`re desperate," says Erik Keith, a broadband infrastructure analyst at Current Analysis. "They need to gain some kind of market traction soon."

First off: New features. Redback claims its SmartEdge router has a modular operating system that is more resilient than the code running older routers. Even if some part of the SmartEdge 800 router platform crashes -- say, a routing protocol chokes -- the company says the problem won`t affect the rest of the platform and traffic will continue to forward traffic.

"Take a look at the recent WorldCom Inc. [Nasdaq: WCOM] outages in their IP network," says Shailesh Shukla, Redback`s VP of marketing and business development (see Worldcom`s IP Outages: Whodunnit? ). "Cisco eventually admitted that its router had some software problems. Hypothetically, if Redback`s routers were in that network, customer traffic would not have been affected at all because any software bug would have crashed the control process -- but the [packet] forwarding process would have continued uninterrupted."

Cisco declined to comment, but as Light Reading anticipated, the company did announce some new resiliency software for its routers today (see Cisco Prepping Monster IOS Upgrade and Cisco Intros Globally Resilient IP ).

Of course, that a router vendor would attack Cisco is hardly a surprise. "Everyone`s going to attack Cisco in this market," says Keith. "When you look at the MPLS VPN deployments out there, Cisco has just about every one in the world. Cisco flat out owns that market."

Other improvements in the SmartEdge 800 router include the ability to provide Generic Routing Encapsulation (GRE)-based virtual private networks (VPNs), a well-hyped service that service providers have been slow to embrace (see VPNs Grow Up and Taking Routing to the Edge ).

The improved router also supports thousands of virtual routers within a physical router, the company says. This could be significant because, for a service provider, having an edge router that can be sliced into virtual routers saves it the time required to travel to each customer location in order to set up every leased-line customer with its own router. Because each virtual router runs its own instance of routing protocols, routing tables, buffer memory, and management software, the service provider`s customers would, theoretically, continue to feel as though they had their own dedicated physical routers.

This approach to virtual routing is more sophisticated that what`s previously been accomplished at the edge, according to Redback. "Today Cisco would like to tell you that they have virtual routers, but the reality is that they have one routing table and there`s a security issue when you access the box," says Georges Antoun, a former Cisco executive who now serves as Redback`s senior VP of marketing. "We`ve sliced it so that it actually appears that you have your own router dedicated to you in the service provider`s central office."

But do service providers really want to give up the fees for managing routers at a customer location? And will they part with the money they make on reselling routers? Redback suggests that some service providers will embrace virtual routing at the edge because it would make their network simpler. "Managing a router at a customer premises is an expensive revenue stream to maintain when you consider the talent and the man-hours involved," says Shukla.

Redback says that it already has eight edge-router customers and that the product is in 45 trials -- a sign that the industry is ready for its gear. It`s noteworthy, too, that other router vendors such as Allegro Networks Inc. and Crescent Networks Inc. are also touting virtual router schemes.

The move to the edge router market hasn`t been an easy one. Redback`s revenue base remains highly exposed to the DSL sector and the edge router faces intense competition, according to the forthcoming report "Core IP Report" from Light Reading`s subscription service Optical Oracle, which includes an analysis of Redback`s financials.

"The company deserves credit for stabilizing the revenue base and introducing new product features as planned... [but] until Redback’s fundamentals show clear signs of exiting crisis mode, the risk remains high," the report states.

Redback`s emphasis on edge routers has also fueled industry speculation that the company is about to abandon its dormant optical transport business, lay off employees, and concentrate solely on its SMS products and edge routers.

Redback denies that it is edging out of the transport business, though it never dismisses the possibility of staff cuts. "We continue to look at the opportunities in the market, and we`ve noted that the transport market hasn`t been out there for us or anybody else," says Antoun. "That said, we will not kill the platform; it is supporting a lot of customers.

"However, we will continue to look for ways to shift resources to the appropriate opportunities… ahead of us."

Redback says it will have its entire product line on display when it exhibits at Supercomm 2002 in June.

— Phil Harvey, Senior Editor, Light Reading
http://www.lightreading.com

For more information on Supercomm 2002, please visit: Supercomm Special

[Jeanneau]

Wednesday May 15, 2:46 pm Eastern Time
Reuters Company News
Redback shares rise despite cautious research note

SAN FRANCISCO, May 15 (Reuters) - Shares of Redback Networks (NasdaqNM:RBAK - News) rose about 14 percent on Wednesday, despite an analyst`s cautious research note underscoring the uncertain market still facing the network equipment maker.


Redback shares, which have trended lower from a recent high of $4.54 on March 12, on Wednesday afternoon traded at $1.92, up 24 cents , or 14.3 percent, as U.S. technology stocks on a broader level rose for their third straight day, stoking hopes for a turnaround in the embattled high-tech sector.

Investors were optimistic about Redback, unlike a Wednesday research note in which Lehman Brothers analysts wrote they were "cautious" about the company`s near-term outlook.

Lehman analyst Time Luke maintained a "market perform" rating on Redback, citing the hard market that network gear makers continue to face because equipment spending by telecommunication carriers and network service providers has sharply contracted.

Despite a good long-term outlook and an impressive management team, Redback still faces "limited visibility" on the timing of a recovery in carrier spending, Luke wrote.

San Jose, California-based Redback, which makes gear for broadband service providers to set up high-speed online access, in April posted a narrower first-quarter net loss and said current quarter revenues would be flat or up slightly as some telecom carrier spending recovers.

Redback`s first-quarter revenue totaled $40.6 million, down 55 percent from $90.9 million in the year-ago quarter, reflecting the deep capital spending cuts by telecom customers as they worked through an inventory glut and responded to the slow economy and financial problems.

Luke also wants to see wider acceptance of Redback`s new SmartEdge router to see if it is viewed as a serious rival to network gear made by Cisco Systems Inc. (NasdaqNM:CSCO - News) and Juniper Networks Inc. (NasdaqNM:JNPR - News), the Lehman research note added.

By contrast, Wells Fargo Securities Inc. is more bullish about Redback. Wells Fargo on Tuesday issued a research note maintaining a "strong buy" rating on Redback, and gave the company`s shares an 18-month price target of $9.

"We continue to stand behind the company with a `strong buy,` because we think this company is one of the strongest router companies from a product perspective," said Wells Fargo analyst Chet White.


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and News: Cisco Systems Inc (NasdaqNM:CSCO - News)
Juniper Networks (NasdaqNM:JNPR - News)
Redback Networks Inc (NasdaqNM:RBAK - News)

Related News Categories: computers, household/consumer, internet, networking, software, telecom

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[Jeanneau]

2:43PM Redback Ntwrks surges on Nokia rumor (RBAK) 2.31 +0.39: Hearing Street talk that NOK may buy a 20-25% stake in RBAK; the reasoning behind the latest rumor on RBAK is that NOK reportedly attemped to acquire RSTN before they went public, and now RBAK has a new switch that directly competes with RSTN. It is worth keeping in mind that RBAK takeover rumors make the rounds on a regular basis, and we have not been able to confirm this particular one.

[Shylock2001]

Cisco Router Market Share Edges Higher

CHICAGO (Reuters) - Cisco Systems Inc.(NasdaqNM:CSCO - News), the No. 1 maker of gear for directing Internet traffic, gained market share in almost every router and switch segment in the first quarter even as industry spent less on those products, a report said on Thursday.
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The technology bellwether extended its lead in many segments, including high-end routers working at speeds higher than 10 gigabits per second, where it competes with Juniper Networks Inc.(NasdaqNM:JNPR - News), and switches, research firm Dell`Oro Group said.

This follows fourth-quarter market share gains for Cisco, whose shares closed up 45 cents, or 2.7 percent, at $17.01 on Thursday. Rival Juniper`s shares closed up 35 cents, or 3.6 percent, at $10.01.

Routers connect computer networks to transmit data and information, while switches look at incoming data to determine the destination address.

Cisco extended its share of the overall global router market to 85.5 percent in the first quarter from 84.4 percent in the prior quarter, while Juniper saw its share slip to 6.4 percent from 8 percent, a Dell`Oro spokeswoman said.

Cisco picked up market share amid a slow market.

First-quarter revenues in the global router market slipped 3 percent to $1.62 billion from $1.67 billion in the fourth quarter, reflecting the difficulty network gear makers faced selling to cash-strapped telecommunication carriers and service providers, as well as to corporate customers carefully managing information technology budgets.

"The entire router market is down again," said Tam Dell`Oro, founder of Dell`Oro Group. "It has been particularly pulled down by higher-end routers that sell into the telecom carrier space."

The Dell`Oro report reinforced many analysts` views that network gear makers will not see a near-term rebound despite an improving economy expected to give carriers and companies the flexibility to boost equipment spending.

The report was "further indication that the market hasn`t turned yet," according to Wachovia Securities analysts Richard Church and William Gildea.


ENTERPRISE MARKET FOCUS

In the overall ethernet switch market, which is made up of seven segments called layers, Cisco extended its share of the global market to 66.9 percent in the first quarter from 62.5 percent in the fourth quarter.

Nortel Networks Corp. (NYSE:NT - News; Toronto:NT.TO - News) of Canada saw its share of that market slip to 5.7 percent from 7.5 percent, Dell`Oro said.

Revenues in the global ethernet switching market slipped to $2.65 billion from $2.7 billion in the fourth quarter, Dell`Oro said.

In each of the switch segments and router segments Cisco picked up market share, as well as in the edge switch market and broadband, also called high-speed Internet, aggregation market, Dell`Oro said.

The Dell`Oro report reaffirms the "enterprise," or large corporate, market remains stable and Cisco is gaining share across most segments, SG Cowen analyst Christin Armacost said in a research note.

Extreme Networks Inc. (NasdaqNM:EXTR - News) gained share in the Layer 3 switching segment to become the No. 2 player behind Cisco, Armacost added.

The overall market in the first quarter was flat to slightly down after a sharp fourth-quarter rebound, Armacost said, adding that the best growth opportunities are in ethernet switching, which favors Cisco and Extreme, and in edge routing, which favors Cisco and Unisphere Networks Inc.

Armacost said Riverstone Networks Inc.(NasdaqNM:RSTN - News) and Enterasys Networks Inc.(NYSE:ETS - News) both lost share in the Layer 3 modular switching segment, while the picture was mixed for Foundry Networks Inc.(NasdaqNM:FDRY - News), which picked up share in the Layer 3 segment but lost share elsewhere.

The Layer 3 market reflects cautious corporate spending, said Stephen Kamman, an analyst with CIBC World Markets Corp.

"Enterprises are going into maintenance mode," Kamman said. "Big-ticket, we-must-spend-now, let`s-rebuild-the-network items are pretty much on hold."

In the broadband aggregation market, Redback Networks Inc. (NasdaqNM:RBAK - News) passed Nortel to become No. 1, while Avici Systems Inc.`s (NasdaqNM:AVCI - News) share was unchanged in the core router market, Armacost said.

Shares of Redback jumped on Thursday. While the Dell`Oro report helped, the stock was propelled more by market rumors that mobile telephone maker Nokia Corp.(NYSE:NOK - News) would take a 20 percent to 25 percent stake in the network gear maker, according to analysts.

Redback shares closed at $2.33, up 41 cents, or 21.4 percent, posting the day`s fifth-best percent gain among Nasdaq-traded stocks. Redback shares have gained 62.9 percent from a recent low of $1.43 on Monday.

The American Stock Exchange Index (AMEX:^NWX - News) closed up 1.6 percent and the tech-heavy Nasdaq Composite Index (NasdaqSC:^IXIC - News) gained less than 1 percent.