Agere Systems - wer ist investiert? - 500 Beiträge pro Seite



Beitrag schreiben

Begriffe und/oder Benutzer

 

Da ich hier im Board - ausser einer umfangreichen Zahl von ad hoc Meldungen - keinen Beitrag von Usern zu Agere Systems (WKN 626079) gefunden habe, möchte ich hiermit die Möglichkeit zum Austausch eröffnen.

Wer ist investiert?
Ich nicht,aber beachtenswert ,dass Lucent wieder Deppen für den Spin off gefunden hat.Wie bei Avaya.
Das klingt negativ!
Wo liegen Deine Vorbehalte gegenüber der Aktie?
Ist im Moment kein guter Zeitpunkt für einen Einstieg?
Die drei sind einfach keine Aktien,die man long spielen sollte,nur Verluste und Schulden,das sind eher so Aktien zum shorten.
Die bei mir eingebuchten Agere Anteile lassen sich nicht zum Verkauf stellen (DAB).
Ist das bei euch auch so ?

Ben
SOUNDVIEW FINANCIAL

Agere Systems Outperformer Datum: 01.07.2002


Die Analysten der High Tech Anlageberatung SoundView haben ihre Empfehlung für Aktien von Agere Systems von "neutral" auf "Outperformer" angehoben. (WKN 626079) Der Verkaufsdruck, der seit der Ausgliederung und der Ausgabe von Wandelschuldverschreibungen auf der Aktie gelastet habe, sollte langsam abnehmen. Mit Ende Juli sollten Wertpapierfonds, die dazu verpflichtet gewesen seien, sich von ihren Agere-Aktien zu trennen, dies getan haben. Das Wegfallen des zusätzlichen Drucks, der den Kurs der Aktie nach unten getrieben habe, sollte es dieser jetzt ermöglichen, sich wieder zu erholen. Die Bewertung der Aktie sei attraktiv und die Analysten seien vom strategischen Wert der getroffenen Maßnahmen überzeugt. Kurzfristig werde es aber eher betriebliche Verbesserungen geben als eine echte Umsatzerholung. Trotz negativer Nachrichten von den Märkten, auf denen Agere tätig sei, berücksichtige der derzeitige Kurs aber mehr als nur verfehlte Prognosen und stelle daher eine Kaufgelegenheit dar. Das Kursziel der Analysten von 3 USD bis zum Jahresende beruhe auf einem Kurs-Umsatz-Verhältnis 2003 von 1,7, was in etwa jenem der Konkurrenz entspreche. Jetzt wo das Schuldenproblem gelöst sei, sei es wesentlich unwahrscheinlicher, dass die Aktie mit einem Abschlag gegenüber seinen Konkurrenten gehandelt werde. Aus diesen Gründen sehen die Analysten von SoundView die Aktie von Agere Systems jetzt als Outperformer.




Quelle: AKTIENCHECK.DE AG
Rating-Update: Die Analysten vom Investmenthaus J.P. Morgan Chase & Co stufen die Aktie von Agere Systems von "LT buy" auf "buy" hoch. Das Kursziel sehe man bei vier US-Dollar. (WKN 626079)
Agere Systems Outperformer Datum: 19.08.2002

Die Analysten der High Tech Anlageberatung SoundView wiederholen auf Grund des Ausstiegs von Agere Systems aus dem optisch-elektronischen Geschäft ihre Empfehlung "Outperformer" für Aktien des Unternehmens. (WKN 626079) Die Entscheidung von Agere sei eine der mutigeren, die die Analysten im letzten Jahr von Seiten eines Zulieferers für die Telekombranche gesehen hätten. Agere habe vor, alle wichtigen Fabriken zur Hersteller optischer Teile bis Ende Juni 2003 entweder zu verkaufen oder zu schließen. Dazu gehöre auch das Zweigunternehmen Ortel in Südkalifornien mit seinen Betriebsstätten in Mexiko und Pennsylvania. Agere halte auch weiter Ausschau nach einem Käufer für seine Produktion in Orlando und wolle anschließend seine verbleibenden Produktionen dort konzentrieren. Längerfristig wolle Agere die gesamte Produktion auslagern. Verbunden mit den jüngsten Entscheidungen sei auch eine Verringerung des Personalstandes von 11.200 auf 7.200. Dadurch werde der Break Even von 700 Mio. USD auf unter 500 Mio. USD gedrückt, was dem derzeitigen Geschäftsumfang ohne die optischen Aktivitäten entspreche. Zukünftiger Schwerpunkt von Agere werde es sein, seine Stellung als Nummer 1 unter den Erzeugern von Kommunikationschips zu stärken. Da es zur Zeit immer mehr um das schnellere Erreichen der Profitabilität gehe, seien die Analysten mit der Entscheidung von Agere durchaus zufrieden. Je zuversichtlicher die Investoren in den kommenden Wochen würden, desto stärker sollte nach Meinung der Analysten auch der Kurs von Agere ansteigen. Die Analysten von SoundView sehen die Aktie von Agere Systems daher nach wie vor als Outperformer und bleiben bei ihrem Kursziel von 3 USD.

Quelle: AKTIENCHECK.DE AG
durch den Spinn Off bei Lu bin ich unbeabsichtigt stolzer Besitzer von Agere Aktien der Klasse A + B.

Was soll ich sagen?
Ich Lasse die Dinger einfach liegen, mal sehen was daraus wird.
Infos über Agere habe ich wenig, nur was so allgemein verfügbar ist.
Grüße
Fuzzi
Agere schließt Deal in dreistelliger Millionenhöhe ab
Samsung-Handys sollen Benützer ins Staunen bringen

Allentown (pte, 8. Jan 2003 17:05) - Agere Systems http://www.agere.com hat heute, Mittwoch, mit dem Elektonikkonzern Samsung Electronics http://www.samsung.com ein Lieferabkommen vereinbart. Im Zuge dieses 150-Millionen-Dollar-Deals wird der Technologiekonzern den Handyhersteller mit drahtlosen Datenchips sowie Software für die nächste Generation von Mobiltelefonen beliefern (UMTS).

"Mit unserer GPRS-Software ermöglichen wir Samsung innovative und für die nächste Generation von Handynutzern attraktive Mobiltelefon-Features zu entwickeln, so dass sie sich den nötigen Vorsprung auf dem immer dichter werdenden Handymarkt verschaffen können", meinte Luc Seraphin, Vize-Präsident von Ageres Mobile-Terminals-Abteilung. Die neuen Samsung-Handys sollen unter anderem Funktionen wie Hochgeschwindigkeits-Internetzugang, digitale Verarbeitung von Fotos und den Download von Videos aus dem Internet unterstützen.

Nach dem Bekanntwerden des Deals stieg der Wert der Aktie des an der New Yorker Börse (NYSE) notierten Unternehmens Agere auf 1,42 Dollar (52-Wochen-Hoch:5,95 Dollar; 52-Wochen-Tief:0,50 Dollar).
(Ende)
Schon erstaunlich - dieses Papier hat sich in den letzten Wochen recht beachtlich entwickelt und niemand räuspert sich dazu.....

Klar sind die Umsätze an den hiesigen Börsenplätzen nicht der Rede wert, aber wozu gibt es die "Mutter aller Börsen" ;)

Ich bin gespannt, wie weit der Kurs nach der überfälligen Konsolidierung noch "abgehen" wird. :p

Das Unternehmen führt - heute beginnend - einige Info-Gespräche mit Analysten durch.
Dann wird sich zeigen, ob die Kursentwicklung Bestand hat und es weiter in Richtung "Norden" geht!

live long + prosper - Jetok :cool:
noch ein Nachtrag: der letzte Abschnitt eines Interviews zur Aktie:

Quelle: http://moneycentral.msn.com/content/P49119.asp

dated: 4-6-2003

Modelman: When was the last time you heard people so excited about a technology that they wanted to proselytize it? It reminds me of the early days of DVD or the Internet or, more recently, wi-fi networking. And coincidentally, there`s one major semiconductor supplier that feeds key products to both wi-fi and satellite radio makers: Agere Systems (AGR.A). It makes a second-generation chipset for Sirius that dynamically combines signals broadcast from ground antennas and three satellites to provide powerful reception capabilities. Because Agere also is a leading supplier of wi-fi components, it was careful to ensure that sat-radio devices didn`t conflict with wireless data signals.

Agere was spun off from Lucent Technologies (LU, news, msgs) in June 2001, and traded briefly in the $9 range before sinking to around 50 cents last October. The stock is up 325% from then, to around $2.40, which is a lot better than even the powerful 50% bounce in that period in the Philadelphia Semiconductor Sector Index ($SOX.X). Agere has struggled to obtain profitability as its revenue has weakened, but if you believe the economy is shaping up, then its dominance in two growing technology trends should restore its balance. Agere is probably relatively undervalued and could well get back to the $3.50 to $6 range in the next year from its current perch around $2.44.



:p :p - Jetok :cool:
Bin wie die meisten hier im board wohl, durch meinen früheren Besitz an LUCENT Anteilen "stolzer" Besitzer von Avaya und Agere Aktien geworden. Avaya konnte ich vor knapp 2 Jahren zu rund 19 Euro verkaufen (heute so rund 6 Euro), die agere-Leichen kümmern bei mir im Depot so vor sich hin, habe aber auch nur 2 (in Worten ZWEI) Agere-Anteile. Übrigens: Bruchteile von Aktien können bei der DAB nicht per internet verkauft werden, geht scheinbar nur durch Anruf bei der DAB direkt.
Der Kurs entwickelt sich in der letzten Zeit ja ziemlich gut. Mal sehen, wo er in einem Jahr steht.
ist eigentlich ausgesprochen Schade, daß dieser Wert an der deutschen Börse so verkümmert...

mE lohnt es sich hier einmal näher hinzuschauen

live long + prosper - Jetok :cool:
heuet ging es wieder aufwärts!
mal sehen, wann wir die 3 euro nachhaltig nehmen! :look:
die zahlen zum 3. quartal kommen am 28.10.2003. kennt jemand die flüsterschätzungen dazu?
Aus meiner Sicht ist das Ergebnis für das 3. Quartal nicht so entscheidend (lt. meinen Info´s + 0,01 USD); wichtiger ist vielmehr der Ausblick !!!

Und hier kann es sehr interessant werden!!!

Live long + prosper - Jetok :cool:
Versuch es einmal hier:

Die Amis treiben zwar täglich ´ne andere Sau durchs Agere-Dorf.... aber die techn. Fortschritte bei den Agere-Produkten lassen für die kommenden Monate positive Zahlen erwarten!!

http://finance.yahoo.com/q/bc?t=1d&s=AGRa&l=on&z=m&q=l&c=agr…

Und die Umsätze bei den gehandelten Stückzahlen sprechen für sich !!!

Live long + prosper - Jetok :cool:
Die heutige Kursentwicklung bei entsprechenden Umsätzen an der Heimatbörse verspricht m e h r !!!

Ich schätze, daß die 4 USD bis zur Veröffentlichung der neuesten Quartalszahlen erreicht + bis April 04 deutlich überschritten werden!

any remarks ???

live long + prosper - Jetok :cool:
agere´s: heut wieder + 6 % !

Wenn der "Ausblick" morgen die Erwartungen schlägt, knallen wir durch die 4 USD ....
Heute: Merrill Lynch upgrade von neutral auf buy.....

Wenn die US-boys nur Schaum geschlagen haben, dann halt noch einmal 3 USD .....

Vielleicht noch einmal eine Gelegenheit günstig einzusammeln....

Live long + prosper - Jetok :cool:
Agere Systems Reports First Quarter of Profit on Sequential Revenue Increase of 11 Percent in Fourth Quarter of Fiscal 2003
Tuesday October 28, 7:03 am ET
Company reports strongest quarter since IPO: -- First quarter of profit, with earnings of $0.01 per share on GAAP basis -- Revenue increase of 11 percent sequentially and 3 percent over year- ago quarter -- First quarter of positive cash flow from operations, less capital expenditures


ALLENTOWN, Pa., Oct. 28 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today reported that revenues for its fourth quarter of fiscal 2003, ended September 30, 2003, were $504 million, up 11 percent from revenues in the June quarter, and up 3 percent from revenues in the year-ago quarter. The revenue increase was driven by an 18 percent sequential growth in the company`s Client Systems business, with strength in sales of chips for cell phones, hard disk drives and other PC-related applications.
For the full fiscal year 2003, Agere reported revenues of $1.84 billion, exceeding the company`s July guidance. The company`s revenues in fiscal 2002 were $1.92 billion.

The company reported its first profit since its IPO, with earnings of $11 million or $0.01 per share on a GAAP basis for the September quarter, compared with a loss of $78 million, or $0.05 per share in the June quarter, and a loss of $885 million, or $0.54 per share in the year-ago quarter. For the full fiscal year 2003, the company reported a net loss of $338 million, or $0.20 per share, compared to fiscal 2002 net loss of $1.81 billion, or $1.11 per share.

The company also reported its first quarter of positive cash flow from operations, less capital expenditures, of $17 million. The company improved cash and cash in trust by $16 million sequentially to $765 million, the company`s third consecutive quarterly increase.

"We are very pleased to report the strongest quarter in our history as a public company," said John Dickson, president and CEO, Agere. "We met or exceeded every financial target we set, including achieving profitability and positive cash flow. With the completion of our manufacturing consolidation, we significantly improved our gross margins, which exceeded 40 percent for the first time since our IPO.

"At the same time, our sharpened focus on areas such as cell phones, storage and PC-related applications enabled us to increase our revenues both sequentially and year-over-year. We are investing strategically to expand our market opportunities: in 2003, we introduced a portfolio of RF transistor products targeting a $500 million opportunity, and made our first acquisition to address the projected $1 billion Gigabit Ethernet IC market.

"With our strong financial performance, a focused product investment strategy and deep relationships with leading customers, we are building an exciting future for Agere," added Dickson.

The company was also profitable on a pro forma net income basis, with earnings of $47 million, or $0.03 per share in the September quarter, compared to a pro forma net loss of $74 million, or $0.04 per share in the June quarter, and pro forma net loss of $39 million, or $0.02 per share in the year-ago quarter. For the full fiscal year 2003, the company reported a pro forma net loss of $253 million, or $0.15 per share, compared to a pro forma net loss of $565 million or $0.35 per share in fiscal 2002.

Pro forma net income excludes gain or loss from the sale of, and income or loss from, discontinued operations; net restructuring and other charges; amortization of goodwill and other acquired intangibles; net gain or loss from the sale of operating assets and cumulative effect of an accounting change.

Results by Segment

The Client Systems Group reported revenues of $381 million for the September quarter, up 18 percent sequentially, and up 15 percent over year-ago quarter revenues of $330 million, driven by growth in chips for cell phones, hard disk drives and other PC-related applications.

The Infrastructure Systems Group reported revenues of $123 million, down 7 percent from revenues of $132 million in the June quarter, related to continuing softness in the telecommunications networking market. The group posted revenues of $161 million in the year-ago quarter.

Highlights for the fourth fiscal quarter include:

-- Acquisition of Massana Ltd., a privately held developer of Gigabit
Ethernet-over-copper physical layer device (PHY) semiconductor
solutions. The acquisition will allow Agere to address the Gigabit
Ethernet IC market, which is projected by research firm InStat/MDR to
be more than $1 billion in 2007.
-- Announcement that Agere is delivering its high-performance WaveLAN(TM)
802.11a/b/g multimode wireless networking chip set to leading original
design manufacturers (ODMs). Agere demonstrated this solution at the
Computex trade show in Taiwan.
-- Achievement of the 100-million mark in shipments of systems-on-a-chip
(SoC) solutions for storage hard disk drives, an industry first.
Agere`s SoCs provide superior performance and high data rates for hard
disk drives (HDDs) deployed in desktop, mobile and consumer electronic
devices.
-- Establishment of a new design center to focus on third-generation (3G)
wireless communications silicon and systems technology development.
The group`s work encompasses the WCDMA/UMTS 3G standard, as well as
future standards such as High-Speed Downlink Packet Access (HSDPA).
-- Announcement of a new advanced messaging interface (AMI) for enabling
high-speed communications and applications processing in Smartphones
and next-generation mobile phones.
-- Introduction of the new APP100 co-processor, which processes voice
signals at speeds up to 622 megabits per second - four times faster
than competing chips. In addition, the chip can simultaneously process
32,000 voice channels, eight times more than existing solutions. The
APP100 connects directly and is sold as a solution with Agere`s
industry-leading APP500 5 Gbits/s family of single chip network
processor chips.


Outlook

The company expects revenues in the December quarter to be in the range of $500 million to $510 million, with growth of about 5 percent in the Client Systems Group, offset by lower revenues in the Infrastructure Systems Group and a seasonal drop in intellectual property (IP) licensing.

The company expects pro forma (non-GAAP) net income to be breakeven, plus or minus $0.01 per share in the December quarter. On a GAAP basis, the company expects net loss to be in the range of $0.01 to $0.04 per share, including restructuring costs related to the decommissioning of Agere`s facilities in Pennsylvania.

The company notes that its board of directors has decided not to pursue a reverse stock split.

Earnings Webcast

Agere Systems will host a conference call today at 8:30 a.m. EST to discuss its financial results. To listen to the conference call via the Internet, visit http://www.agere.com/webcast." target="_blank" rel="nofollow">http://www.agere.com/webcast. Subsequent to the conference call, a replay will be available at the same web address.

Agere Systems is a premier provider of advanced integrated circuit solutions for wireless data, high-density storage and multiservice networking applications. Agere`s wireless data portfolio enables seamless network access and Internet connectivity through its GPRS offering for data-capable cellular phones, as well as Wi-Fi/802.11 solutions for wireless LANs and computing applications. The company is the market leader in providing integrated circuits for the hard disk drive market, with number one positions in sales of system-on-a-chip solutions and preamplifiers. Agere also provides custom and standard multiservice networking solutions to move information across wired, wireless and enterprise networks. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. For more information, visit Agere`s web site at http://www.agere.com

This release contains forward-looking statements based on information available to Agere as of the date hereof. Agere`s actual results could differ materially from the results stated or implied by such forward-looking statements due to a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, the impact of any global or regional health epidemic, such as severe acute respiratory syndrome, keeping pace with technological change, dependence on new product development, price and product competition, availability of manufacturing capacity, customer demand for our products and services, general industry and market conditions, timely completion of employment reductions and other restructuring and consolidation activities, limits on our ability to issue equity to raise capital and reliance on major customers and suppliers. For a further discussion of these and other risks and uncertainties, see our annual report on Form 10-K for the fiscal year ended September 30, 2002, and our quarterly report on Form 10-Q for the period ended June 30, 2003. Agere disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Agere Systems Inc.
Unaudited Condensed Consolidated Statements of Operations
(Dollars in millions except per share amounts)


Quarter Ended Year Ended
Sep 30 Jun 30 Sep 30 Sep 30 Sep 30
2003 2003 2002 2003 2002

Revenue $504 $456 $491 $1,839 $1,923
Costs 290 321 304 1,260 1,429
Gross profit - $ 214 135 187 579 494
Gross profit - % 42.5% 29.6% 38.1% 31.5% 25.7%
Operating Expenses
Selling, general and
administrative 67 76 62 294 326
Research and development 107 117 139 467 625
Amortization of goodwill and other
acquired intangibles 1 2 10 8 34
Restructuring and other charges -
net 32 6 361 131 503
Gain on sale of operating assets -
net (8) (15) (54) (21) (299)
Total operating expenses 199 186 518 879 1,189
Operating Income (Loss) 15 (51) (331) (300) (695)
Other income - net 3 3 7 22 76
Interest expense 12 11 25 47 121
Income (loss) from continuing
operations before income taxes 6 (59) (349) (325) (740)
Provision (benefit) for income
taxes (16) 8 7 46 63
Income (loss) from continuing
operations 22 (67) (356) (371) (803)

Discontinued Operations:
Income (loss) from operations of
discontinued business - net of
taxes (11) - (529) 8 (1,008)
Gain (loss) on disposal of
discontinued business - net of
taxes - (11) - 30 -
Income (loss) from discontinued
operations (11) (11) (529) 38 (1,008)

Income (loss) before cumulative
effect of accounting change 11 (78) (885) (333) (1,811)
Cumulative effect of accounting
change - net of taxes - - - (5) -
Net Income (Loss) $11 $(78) $(885) $(338) $(1,811)

Basic and diluted income (loss)
per share information:
Income (loss) from continuing
operations $0.01 $(0.04) $(0.22) $(0.22) $(0.49)
Income (loss) from discontinued
operations - (0.01) (0.32) 0.02 (0.62)
Income (loss) before cumulative
effect of accounting change 0.01 (0.05) (0.54) (0.20) (1.11)
Cumulative effect of accounting
change - - - - -
Net income (loss) $0.01 $(0.05) $(0.54) $(0.20) $(1.11)
Weighted average shares
outstanding--basic (in millions) 1,686 1,678 1,641 1,667 1,637
Weighted average shares
outstanding--diluted (in
millions) 1,706 1,678 1,641 1,667 1,637



Agere Systems Inc.
Unaudited Pro Forma Results of Operations
(Dollars in millions except per share amounts)

Quarter Ended Year Ended
Sep 30 Jun 30 Sep 30 Sep 30 Sep 30
2003 2003 2002 2003 2002
Revenue
Client $381 $324 $330 $1,321 $1,259
Infrastructure 123 132 161 518 664
Total Revenue 504 456 491 1,839 1,923
Gross Profit - $ *
Client 135 63 142 282 369
Infrastructure 79 72 45 297 125
Total Gross Profit - $ 214 135 187 579 494
Gross Profit - %
Client 35.4% 19.4% 43.0% 21.3% 29.3%
Infrastructure 64.2% 54.5% 28.0% 57.3% 18.8%
Total Gross Profit - % 42.5% 29.6% 38.1% 31.5% 25.7%
Operating Expenses Included in
Pro Forma Results
Selling, general and
administrative 67 76 62 294 326
Research and development 107 117 139 467 625
Pro Forma Operating Income
(loss)
Client 36 (48) 51 (148) (73)
Infrastructure 4 (10) (65) (34) (384)
Total Pro Forma Operating
Income (Loss) 40 (58) (14) (182) (457)
Other income - net 3 3 7 22 76
Interest expense 12 11 25 47 121
Provision (benefit) for income
taxes (16) 8 7 46 63
Pro Forma Net Income (Loss) $47 $(74) $(39) $(253) $(565)
Pro Forma Net Income (loss) per
share $0.03 $(0.04) $(0.02) $(0.15) $(0.35)
Weighted average shares
outstanding--basic (in
millions) 1,686 1,678 1,641 1,667 1,637
Weighted average shares
outstanding--diluted (in
millions) 1,706 1,678 1,641 1,667 1,637

Reconciliation of Pro Forma
Operating Income (Loss) to
Operating Income (Loss)
Pro Forma Operating Income
(loss) $40 $(58) $(14) $(182) $(457)
Amortization of goodwill and
other acquired intangibles 1 2 10 8 34
Restructuring and other charges
- net 32 6 361 131 503
Gain on sale of operating
assets - net (8) (15) (54) (21) (299)
Operating Income (loss) $15 $(51) $(331) $(300) $(695)


Reconciliation of Pro Forma Net
Income (Loss) to Net Income
(Loss)
Pro Forma Net Income (loss) $47 $(74) $(39) $(253) $(565)
Amortization of goodwill and
other acquired intangibles 1 2 10 8 34
Restructuring and other charges
- net 32 6 361 131 503
Gain on sale of operating
assets - net (8) (15) (54) (21) (299)
Income (loss) from operations
of discontinued business - net
of taxes (11) - (529) 8 (1,008)
Gain (loss) on disposal of
discontinued business - net of
taxes - (11) - 30 -
Cumulative effect of accounting
change - net of taxes - - - (5) -
Net Income (loss) $11 $(78) $(885) $(338) $(1,811)


* Gross Profit includes $17, $32 and $26 of cost associated with
restructuring activities for the three months ended September 30, 2003,
June 30, 2003, and September 30, 2002, respectively, and $103 and $59
for the year ended September 30, 2003 and 2002, respectively.


Agere Systems Inc.
Unaudited Condensed Consolidated Balance Sheets
(Millions)

Sep 30 Jun 30 Sep 30
2003 2003 2002

ASSETS
CURRENT ASSETS
Cash and cash equivalents $744 $731 $891
Cash held in trust 21 18 16
Trade receivables 265 262 256
Inventories 122 140 190
Other current assets 52 61 103
TOTAL CURRENT ASSETS 1,204 1,212 1,456
Property, plant and equipment - net 775 791 1,028
Assets held for sale 3 14 -
Goodwill and other acquired
intangibles - net 117 94 101
Other assets 284 285 279
TOTAL ASSETS $2,383 $2,396 $2,864

LIABILITIES AND STOCKHOLDERS` EQUITY
CURRENT LIABILITIES
Accounts payable $245 $235 $269
Short-term debt 195 183 197
Other current liabilities 617 691 801
TOTAL CURRENT LIABILITIES 1,057 1,109 1,267
Long-term debt 451 465 486
Other liabilities 369 358 379
TOTAL LIABILITIES 1,877 1,932 2,132

STOCKHOLDERS` EQUITY 506 464 732
TOTAL LIABILITIES AND STOCKHOLDERS`
EQUITY $2,383 $2,396 $2,864



Agere Systems Inc.
Unaudited Net Income (Loss) Per Share Guidance

Quarter Ending
Dec 31
2003

Reconciliation of Pro Forma Net
Income (Loss) Per Share to Net Loss
Per Share
Pro Forma Net Income (High End of
Range) $0.01
Pro Forma Net Loss (Low End of
Range) $(0.01)

Restructuring and other charges - net (0.02)-(0.03)

Net Loss (High End of Range) $(0.01)
Net Loss (Low End of Range) $(0.04)




--------------------------------------------------------------------------------
Source: Agere Systems
Schauen wir mal, wo die Aktie am Ende des Börsentages steht.....

Aus meiner Sicht die "gehaltvollen" Punkte aus dem Bericht zum letzten Quartal:

" With our strong financial performance, a focused product investment strategy and deep relationships with leading customers, we are building an exciting future for Agere," added Dickson.

und schlußendlich:

"The company notes that its board of directors has decided not to pursue a reverse stock split."

Aus meiner Sicht sind schwächere Kurse "Kaufgelegenheiten" !

Irgendwelche Anmerkungen??

Live lon + prosper - Jetok :cool:
Agere heute an den US-Märkten: 3,66 USD + 0,18 USD = + 5,17 %

Ich bleibe dabei: Kursziel in den nächsten Tagen USD 4,00!

Live long + prosper - Jetok :cool:
The show must go on !!

Steigende Kurse bei deutlich über dem Durchschnitt liegenden Aktienumsätzen ! Börsianer - was willst du mehr ??

Ein "Neueinschätzung" durch eine Ratingagentur???

bitte schön: Ist zwar noch nicht alles GOLD was glänzt, aber der Weg in Richtung "blühende Landschaften" ist vorgezeichnet....

Reuters
S&P revises Agere`s outlook to stable from negative
Wednesday November 5, 3:54 pm ET


(The following statement was released by the rating agency)
NEW YORK, Nov 5 - Standard & Poor`s Ratings Services said today that it affirmed its `BB-` corporate credit rating on Agere Systems Inc. (NYSE:AGRa - News) and revised its outlook on the Allentown, Pa.-based company to stable from negative.

ADVERTISEMENT


"We recognize the company`s lower cost structure and improved operating flexibility following the completion of an extensive manufacturing restructuring program," said Standard & Poor`s credit analyst Bruce Hyman.

Agere, a semiconductor manufacturer, had $819 million of debt and capitalized operating leases outstanding as of Sept. 30, 2003.

Aggressive market conditions and the challenges of rapid industry evolution are likely to constrain upside ratings opportunity, while the company`s good financial flexibility and a strong technology base provide downside protection.

Agere reported sales of $504 million in the September 2003 fourth fiscal quarter; sales have been increasing since the December 2002 quarter.

Agere has been generating modest levels of cash for the past few quarters; cash generation could improve further as the company completes its restructuring actions. Short-term debt was $195 million at Sept. 30, 2003, while the remaining $410 million debt matures in 2009. The company does not have a revolving credit agreement. Complete ratings information is available to subscribers of RatingsDirect, Standard & Poor`s Web-based credit analysis system, at www.ratingsdirect.com. All ratings affected by this rating action can be found on Standard & Poor`s public Web site at www.standardandpoors.com; under Credit Ratings in the left navigation bar, select Credit Ratings Actions.


In diesem Sinne - weiterhin:

Live long + prosper - Jetok :cool: :)
Ich bleibe dabei: Der heutige Kursverlauf ist genial:

Erst neue Höhen, dann werden die "zittrigen Hände" abgeschüttelt und zum Ende hin gibt es wieder einen Schlußkurs in der PLUS-ZONE ! Zwar diesmal nur + 1 %, aber immerhin (nach der Kursentwicklung der vergangenen Tage)

Sonst noch etwas ?? JA - nächste Woche gibt es eine weitere Präsentation auf einer Analysten-Konferenz !!

Die 5 sehen wir bestimmt in den nächsten 3 Monaten !

Der sogen. Reverse-Splitt (mit dem Ziel die Aktie für die Institutionellen handelbar zu machen) ist vom Tisch ! KLARE AUSSAGE: Die Aktie wird aus eigener "Kraft" die 5 schaffen; ab 5 USD aufwärts "dürfen" sich auch nennenswerte Fonds dieses Papier in ihr Portedinkskirchen aufnehmen. Spätestens dann - mit einem ordentlichen Schuß Optimismus meinerseits - sind auch noch ganz andere Kurse möglich!
Nun genug geträumt: Setzen wir wieder auf die Fakten !

Im Rahmen der neuen Analysten-Konferenz verspreche ich mir für die kommende Woche weiterhin anziehende Kurse ! :lick:

USD = 4,30 ??

Live long + prosper - Jetok :cool:
Diesmal bei deutlich unter dem Durchschnitt liegenden Tagesumsätzen deutlicher nach unten ! (bezogen auf die Heimatbörse USA)

Auch nett - habe mir jeweils noch einmal A + B - Zertifikate genehmigt!

Nachtrag zur kommenden Konferenz:
Der Veranstalter ist Lehman Brothers und der Termin ist am 18-11-03!


Agere Systems to Webcast Presentation at Lehman Brothers Conference
Thursday November 6, 8:32 am ET


ALLENTOWN, Pa., Nov. 6 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today announced that it will present at the Lehman Brothers Semiconductor and Systems Conference on Tuesday, November 18, 2003, at 5:30 p.m. EST.
ADVERTISEMENT


The presentation will be webcast live over the Internet at http://www.agere.com/webcast. After the conference, a replay of the webcast will be available on the Agere web site at http://www.agere.com/webcast.

Schönes Wochenend !

Live long + prosper - Jetok :cool:
agere´s:


Dow Jones Business News
Agere CEO Sees Gross Margin Of 45% To 50% In FY04
Wednesday November 12, 1:29 pm ET


By Tom Becker
Of DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Agere Systems Inc. (NYSE:AGRb - News; AGRA, AGRB) expects to end fiscal

2004 with gross margin at or near 50%. The telecommunications chip maker had gross margin of 42% in its fiscal fourth quarter of 2003, which ended Sept. 30. Company executives said Wednesday gross margin will be between 45% and 50% for most of fiscal 2004 and will finish the year at or near 50%.

"One of our main objectives is to achieve competitive gross-margin levels," said John Gamble, Agere`s chief financial officer, at the company`s analyst day. "This business never exceeded 43% or 44% gross margin. Our goal is 45% to 50%. We are very comfortable we will get to those levels this year."

Agere is currently seeing strength in its client-systems business, Chief Executive John T. Dickson said. The unit accounts for roughly 75% of Agere`s overall revenue.

"A lot of that strength is coming out of our wireless-terminal business and our storage business," Dickson said. "We also are seeing a solid pattern of business from PC companies and from Apple, if you decide not to call Apple a PC company."

The client-systems group had fiscal fourth-quarter revenue of $381 million, up 18% quarter-over-quarter and 15% over year-earlier figures. Revenue generated by this group is expected to increase 5% compared with Agere`s fiscal first quarter.

Agere`s other major unit, the infrastructure-systems group, has shown signs of stabilizing but isn`t expected to grow much, the CEO said.

"We believe now quite firmly that the market is stable but is still weak," Dickson said. "There`s not tremendous opportunity for growth, but we believe we can begin to see some strengthening of revenues as we move to the back end of 2004."

The group had fiscal fourth-quarter revenue of $123 million, down 7% compared with the prior quarter and 24% from figures in the same quarter a year earlier.

Agere expects infrastructure-systems revenue to "bottom out" in the fiscal first quarter to approximately $110 million and to rebound slightly in its fiscal second quarter to roughly $115 million, said Sohail Khan, executive vice president of the group.

"The current quarter is definitely the low point for infrastructure, Khan said. "As we look out, we see some opportunities."

The growth will be driven by an increase in demand for wireless and wireline- access products and enterprise products as well as lower reliance on older gear.

Older or mature products will account for 26% of Agere`s revenue in 2003 and just 11% of revenue in 2004, Khan said.

Also on Wednesday, Gamble said intellectual-property revenue should reach $130 million to $140 million in the current fiscal year. The finance chief said capital expenditures should average approximately $25 million a quarter.


:cool: - Jetok - :cool:
etwas input:

Press Release Source: Agere Systems


Agere Systems Provides Traffic Management DSLAM Solution to Huawei Technologies, the Second Largest DSL Equipment Provider Worldwide
Wednesday November 19, 7:01 am ET


ALLENTOWN, Pa., Nov. 19 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today announced that Huawei Technologies is using Agere`s DSLAM traffic management solutions in its high-speed Digital Subscriber Line Access Multiplexer (DSLAM) equipment. Huawei ranks second worldwide in sales of DSL equipment, according to IDC.
"Huawei wants to offer our telecom service provider customers complete DSLAM solutions that enable affordable broadband access and higher revenue- generating capabilities," said Li Jian, vice president of Huawei. "We are pleased to be working with Agere, whose portfolio of DSLAM solutions, particularly those performing traffic management and ATM functions, address those needs better than other chip companies we considered."

Agere is a leading provider of traffic management DSLAM solutions. The company ranks first worldwide in sales of traffic management chips*. Agere is also the number one supplier of ATM chips** and has shipped nearly 2 million ATM chips worldwide.

Gartner Group estimates that 20 million lines of DSLAM will be added worldwide in 2003. Huawei has installed 5.2 million ports of DSLAM in more than 25 countries and regions throughout the world, including Brazil, China, Hong Kong, Russia, Singapore, Saudi Arabia, Thailand and the United States.

"Huawei has proven to be a major player in the global telecom equipment arena, particularly DSLAMs, and an early adopter of leading technologies for its customers," said Samir Samhouri, general manager with Agere Systems. "Agere and Huawei share a common vision of delivering affordable broadband services, using high-performance quality of service technology, as rapidly as possible. Our relationship will allow us to achieve this primary goal."

Agere Systems is a premier provider of advanced integrated circuit solutions for wireless data, high-density storage and multiservice networking applications. Agere`s wireless data portfolio enables seamless network access and Internet connectivity through its GPRS offering for data-capable cellular phones, as well as Wi-Fi/802.11 solutions for wireless LANs and computing applications. The company is the market leader in providing integrated circuits for the hard disk drive market, with number one positions in sales of system-on-a-chip solutions and preamplifiers. Agere also provides custom and standard multiservice networking solutions to move information across wired, wireless and enterprise networks. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. More information about Agere Systems is available from its web site at http://www.agere.com.

Agere is a registered trademark and Agere Systems and the Agere Systems logo are trademarks of Agere Systems Inc.


live long + prosper - Jetok :cool:
trotz der augenblicklich desolaten Marktverfassung:

more input:
Agere targets telecom turnaround
By Nicolas Mokhoff

EE Times
November 17, 2003 (10:12 a.m. EST)


ALLENTOWN, Pa. — Agere Systems executives are banking on a recovery in the telecommunications infrastructure market and 3G wireless deployment to break out of a lengthy downturn over the next year.

The forecast came during Agere`s first "analyst day" since the company was spun off from Lucent Technologies in June 2002.

"The infrastructure market is relatively stable, but still weak," said John Dickson, Agere`s president and CEO. "We are looking at an infrastructure market recovery by the second half next year, as well as a 3G ramp."

Dixon said focused investments will be made to sustain current growth in 3G cellphones and consumer hard disk drives. Also, the company will continue to leverage IP in new products such as storage area networks and printers. Agere also plans to expand into selected markets such as RF power and Ethernet.

"In FY2003, we have resized the business to return to profitability," said executive vice president and chief financial officer John Gamble. "In FY2004 we will drive toward our business model of near 50-percent gross margins and 15-plus percent in operating margins."

Agere`s focus is to provide integrated circuit solutions for wireless data, high-density storage and multiservice networking applications.

"Leveraging long-standing mixed-signal design expertise is our heritage," said Necip Sayiner, vice president of the Networking ICs division. "Differentiated IP is in our DNA."

Sayiner said there is a $2 billion market in chips for the enterprise and "we aim to take advantage of it." He added that Agere content will be in all blocks in some wireless network systems. Agere is a market leader in DSPs for wireless infrastructure and traffic management, and is number two overall in wireless infrastructure ICs.

As part of its restructuring, Agere has switched to a foundry manufacturing model. "At 130 nm and below all our production will be sourced from commercial fabs," said Andy Micallef, vice president for supply chain management. In addition, statistical models developed at neighboring Lehigh University and used in the company`s Advanced Planning System enables Agere to respond to increases and reductions on a daily basis, according to Micallef. "We restructure our fabs every single day to where inventory turns almost match customer requests."

On the client side, Agere has recently added a Media Connectivity division to its other three units: HDD Storage, Mobile Terminals and PC Connectivity. "The Client Systems Group is positioning itself to leverage the next technology wave, that of `personal broadband` for entertainment applications," said Ron Black, executive vice president.

Agere reported its strongest quarter yet as a public company during its recently concluded. Dickson expressed satisfaction with exceeding 40 percent gross margins for the first time since the initial public offering.


und noch einen:

POWERING A NEW NETWORK EQUIPMENT PLATFORM

Chip maker Agere and its partners change the game for network equipment cards.

By Eric Knorr

Nothing improves efficiency like a reversal of fortune. Network equipment manufacturers, which endured a 60 percent drop in U.S. telecom spending in 2002, have laid off more workers than any other technology sector and drastically consolidated product lines to reduce overlap. Like the IT industry, telecom has shifted from emphasizing speeds and feeds to actually making parts of the existing infrastructure integrate better. But that doesn`t mean the demand for higher performance has evaporated. Even as OEMs, such as Lucent, Cisco, and Nortel, change their tune to meet new demands for improved network management software and services, they must still ask their vastly reduced engineering staffs to pony up routers, switches, and base stations that are ever more powerful.

Network IC maker Agere, of Allentown, Pa., sees opportunity in its OEM customers` stretched resources. Last June, the company announced an alliance with Toronto-based contract manufacturer Celestica and Silicon Valley communications chip developers Exar and Agilent to produce line cards for routers and switches, coupled with complete system software packages that OEMs can buy and use as off-the-shelf solutions. Dubbed the Festino platform, this extensible portfolio of generic line-card designs targets manufacturers of high-end fixed-wire and wireless networking equipment. As OEMs push to differentiate themselves by providing software and services that help customers manage operations, Festino can offload hardware development no longer viewed as strategic.

Rather than wasting engineering resources on developing line cards, OEMs can simply buy Festino cards and, with some minimal modification in software and interface hardware, plug them into networking equipment sold to telecom customers as a total package of hardware and software.

Mark Wilson, director of system applications for Agere`s infrastructure systems group, claims that OEM interest in Festino has been high, although as of this writing, no deals have been signed yet. "A few years back, we wouldn`t have gotten very far with this, because all this expertise and function was in-house" with the OEMs, says Wilson. Today, he sees a trend much like what occurred in the automobile industry, of "increasing focus on outsourcing for some of the less-differentiating features," such as line-card performance. Alluding to Agere`s parentage (the company completed its spin-off from Lucent in 2002), Wilson asserts, "We believe that with our systems expertise, we can drive this trend and really lead the market with it."

"Reference platforms are nothing unique," says Rob Liszt, vice president of sales for Agere. But, he explains, creating a turnkey platform that includes all the necessary technology from multiple vendors-plus testing and validation-has never been done before in the network equipment space. "It results in, what I call a `known good start`," says Liszt. "Customers can significantly reduce their risk and their time to market. Now, they`ve got a system they can demonstrate."

Inflection Point

The Festino platform represents an inflection point for the telecom equipment industry, says iSuppli senior analyst Steve Rago. Until recently, OEMs competed fiercely on all fronts, including line-card performance-even though this depended primarily on the power of the network processor. But, in an era of diminishing resources, says Rago, OEMs must pick their battles-and spending resources where there`s little internal IP involved makes little sense. At the end of the day, however, Rago rates the chances of Festino`s success at only slightly better than 50 percent. "It makes logical sense, but the devil is in the details. It`s going to take a lot of resources to put a few of these products in place so OEMs can see what they can do. Agere and its partners are providing all the software, all of the reliability design work, and everything else that goes into making a carrier-class piece of equipment. But do they have enough resources to build a sufficient number of these products to gain traction in the marketplace?"




The jury is still out on that question, says Rago. Joe Mixsell, Celestica`s vice president of global design, admits that the platform will face resistance from OEMs whose culture shuns "not-invented-here" designs. In short, Festino is not a sure bet. What is certain, however, is that this initiative starkly illustrates how the network equipment market has turned upside down in such a short time: Arguably the hottest area of technology just three years ago, high-end network hardware is now ripe for commoditization. The details of the Festino blueprint may or may not be exactly right-although new ICs from Agere for Festino work in a broad range of equipment, which gives the effort a fighting chance. When resources take a nosedive, new divisions of labor such as those proposed by Agere and its partners may be the best way for everyone to make the most of what they`ve got.

From PC motherboards to diesel engines, there`s plenty of precedent for commoditizing components that provide minimal differentiation. Rago compares it to the modem market of yore. "In the original modem model, you just threw the silicon out there. Eventually Rockwell actually provided software and turnkey design to OEMs and ODMs in Taiwan, so they had virtually no development effort. If you think of that model, that is essentially what Agere sees as the ultimate goal: to provide major OEMs with a complete solution they can actually get into production without expending a lot of their internal resources."

The market transformation, which may make network equipment manufacturers receptive to a similar proposition, has been dramatic. Strapped carriers need to reduce not only capital expenditures but, even more desperately, operating expenses as well. "You get effective network management through point-and-click provisioning, single-seat management, and so on. And what makes that real is having software capabilities on the network elements," says Agere`s Wilson. That software is where OEMs need to focus their efforts, rather than in pushing the envelope in line-card design.

By investing in software and development to meet customer needs, says Rago, "OEMs can concentrate where they can add value. Where they cannot add value is in taking a four-port T1 [telecommunications] board and making it a 16-port T1 board. The end customer demands that [flexibility], whether he buys the board from a Nortel, or a Lucent, or an Alcatel, or a Siemens. It doesn`t make any difference."

Making the Relationship Work

The challenge for the Festino alliance, and for Agere in particular, is to create products that will meet the needs of multiple vendors. As the first link in the Festino design chain, Agere does the board layout, which it hands off to Celestica, which takes that design and creates a generic card. "We validate that vanilla flavor," says Wilson. "And, of course, what Celestica does is use these vanilla cards as the foundation upon which they add unique `flavors` to create differentiation. So, if they go to a Nortel or a Cisco and they want to add this or that piece of it, Celestica will effectively become Agere`s customer for that model and handle the interactive design collaboration as well as postsales support."

Logistically, each of the participating companies has an executive Festino sponsor that acts as a single point of contact for high-level decisions on new collaborative projects. "As the executive champion for Agere with the Celestica/Agere relationship," says Liszt, "I work with the executive champion at Celestica to zero in on which customers we think could most benefit from Festino. Ultimately, we establish account plans. We are working collaboratively to bring Festino and all of its advantages to them-plus the strength of Celestica, which can do any customization that might be required."



"We`re not marketing it to everyone. We just can`t be everything to everybody." Mark Wilson, Agere


When a project gets a green light, application engineers collaborate to do the actual work. "For any given customer project that comes in, we have our engineers working closely with their engineers," says Celestica`s Mixsell. The groups use several kinds of tools, including Web-based conferencing software, product development software, and a common database for project management. "They share the documentation, providing a historical record of the decisions made during the program," says Mixsell, adding, "We use WebEx conferencing quite a bit in terms of coordinating our efforts. So, it`s typical in the context of relationships we normally set up: a single point of contact on both sides, and, as the projects come and go, the teams form around those projects for completion."

Doing More with Less

With software`s new ascendancy and with fewer carrier dollars chasing hardware, OEMs have cut the variety of boxes they offer in half, says Agere`s Wilson. Meanwhile, new ICs are stepping up to the plate to expand what a single box or line card can do. "That`s why the term multiservice platform has become very popular," Wilson says. "If you go to Lucent`s or Nortel`s Web site, you may still see a lot of product names, but they are all basically derivatives of the same platform. Typically it`s the same line cards, the same form factor in terms of the chassis, and the same basic software building blocks."

The Festino platform is explicitly intended to support this one-size-fits-all approach. Adam Carter, metro components marketing manager for Agilent`s fiber optics division, says that both Agilent and Agere are achieving new levels of integration that facilitate highly versatile line cards. "The issue with multiservice provisioning platforms is that you have various data rates, as well as various storage protocols. Agere has a very integrated solution, so all the customer needs to do is buy this one chip, which can provision anything from OC3 up to OC48," says Carter, referring to the typical range of optical carrier transmission speeds.

Agilent`s optical transceivers offer parallel versatility, says Carter. "Our chip can take a variety of optical transmission speeds. What it does depends on your configuration. This IC does the equivalent of what three ICs were needed for five or six years ago."

Reducing chip count while raising functionality helps drive down that all-important metric, cost per port, but Carter notes that higher levels of IC integration help cut operating costs, too. "You also reduce power consumption and the heat it generates," says Carter. "That gets more efficient as well."

You expect cutting-edge ICs from the likes of Agere and Agilent, big players that grossed $2.2 and $6 billion last year, respectively, and continue to maintain large R&D budgets. A less-obvious potential benefit of Festino is that it may also shorten OEMs` time to market. "In the old model, Agere would develop these chips, and it might be a couple of years down the road before a Lucent or a Cisco or a Nortel would design them into a new product," says Celestica`s Mixsell. "Our role in this is to collaborate, develop reference designs, and take them to our customers. If there is a need to customize, we can do that quickly, because we`ve already completed a lot of good design work. Customers benefit by getting new technology into their product sooner."

"This has more than a minor impact on our customers in terms of what they`re looking for," says Agere`s Liszt. He estimates that customers will typically be able to reduce their development costs by 50 percent.

Rewards and Risks

That economic benefit goes both ways. If successful, Festino (which means hasten in Latin) will help its founding members accelerate their return on investment. "The phrase I use is time to money," says Mixsell. "If I look at the parties to this relationship, the Agere team spends a lot of money doing research into next-generation chip sets and how to improve cost structure and into developing new functionality and technology. It wants these chips in the customer`s hands not just for doing new designs, but in a way that allows them to start seeing revenue sooner."

And what will Celestica, a relatively unknown company that pulled in a whopping $8.3 billion in total revenue last year, get out of it? For one thing, says Mixsell, Celestica can join Agere in sales calls to OEMs at the front end rather than the back end of the design cycle. "The benefit for us is clearly to expand our design presence and our manufacturing presence with these customers," says Mixsell. "The learning we`ll experience in our co-marketing and co-sales activities is something that will be valuable for us to explore with other technology partners."

The main near-term attraction for the other partners, Agilent and Exar, is simply the prospect of selling more chips. Hugh Wright, director of tactical marketing for Exar (by far, the smallest of the four players, with $63 million in 2002 revenues), sees Festino as an exciting new sales channel, forged by its larger partners, for its T1 and E1 telecommunications ICs. Agilent`s Carter, on the other hand, seems most energized by Festino`s potential to provide a template for future collaborations. "This isn`t a one-stop deal," he says. "What we`re doing with Festino is just the first stage."

But first, Festino must prove itself. Agere`s Wilson brushes off those who doubt that Agere has sufficient resources to make it work. "We always have had to build boards to test our ICs and to do the final validation. We`re taking what we`ve done and formalizing that as an offering to our customer. It`s not really a cost burden, because it`s the same kind of work we had to do anyway."

Rago of iSuppli raises significant concerns about this strategy. "There`s a lot more to making a carrier-grade line card with all the software support than the average ODM knows about," he says. Although Agere has its systems heritage to draw on and Celestica has been manufacturing network equipment for years, OEMs must be convinced. "You can`t sell vaporware. OEMs need to see a running product with all the documentation, software, and testing completed." Any way you slice it, contends Rago, creating that product will cost more than building an ordinary reference design.

Exar`s Wright agrees that Agere is bearing substantial risk. "It`s doing a lot of the software development. Its applications people are actually doing a lot of the card design. So if it doesn`t pay off, it`s lost the opportunity cost on those resources."

If Festino succeeds, it may be because the partners have selected the targets for these designs carefully. "We`re not offering it or marketing it to every customer we sell ICs into, because we just can`t be everything to everybody," says Wilson. "We want to make sure we do this well, so we`re being very strategic about whom we`re going after."

In another strategic move, all Festino participants have avoided any hint of exclusivity. Celestica`s Mixsell, in particular, seems open to the idea of other alliances. "We`re seeing lots of discussions with companies providing IP through chip sets wanting to work with a company, such as Celestica, to do the reference design," he says. "Other companies are coming to Celestica and saying they`d like to partner with us to develop a family of products or cards, or whatever we can, then take the market together."

As a semiconductor analyst, Rago ultimately sees Festino, and other such collaborations that may be percolating in the background, as just another tool that can help suppliers win design-ins. "That`s where the rubber hits the road," says Rago. "The very first step in any semiconductor sales effort is to get your part designed into the customer`s product. The next step is to help the customer get into production. I think Festino can find a sweet spot where it will be able to supply a certain level of product to multiple OEMs and get design-ins done."

"Intel did exactly what Agere is trying to do," says Celestica`s Mixsell. "When it introduced a new chip set, it introduced a reference design at the same time, so it could really capture time to money with that new chip set. And whether it`s the Ageres, the Broadcoms, the Mellinexes, the Nvidias, or whoever, I have to believe they have a similar kind of desire in the back of their mind. This could very well change the dynamic of how products are designed."


ABOUT THE AUTHOR

Eric Knorr (eknorr@designchain.com) is a freelance technology writer and consultant who wrote the profile of TSMC in the Summer 2003 issue. A former editor of PC World, he writes regularly on semiconductors and electronics.



:cool: :D :cool: ;)
habe ein Rückkaufangebot von der Gesellschaft erhalten.
Frist :19.12.03 Barausschüttung zum durchschnittl. Marktpreis abzgl. einen Bearbeitungsgebühr von 0,75 USD.
Wer kennt sich da aus?
@Brambach:

Kannst Du etwas mehr an Info geben? Welches Institut hat dich darüber informiert?

Mir ist ein solches Angebot nícht bekannt!

Für welchen Typ gilt das Angebot? A oder B oder beide ?

Wenn überhaupt, dann würde für mich ein Rückkauf der B-Aktien Sinn ergeben........ aus der Sicht des Unternehmens... (unterschiedliche Anzahl an Stimmrechten...)

In den Boards an der Heimatbörse ist dieses Angebot noch nicht erörtert worden....

Live long + prosper - Jetok :cool:
Hallo Jetog,
danke für Deine schnelle Antwort. Die Agere Systems A möchte zurück kaufen. Vorbehalt : das Angebot je Titelinhaber ist begrenzt auf St. 99 ( Gesamtbestand )
Ansonsten bin ich bei der SEB direkt, wenn ich mich nicht melde nehmen Sie das Angebot nicht an.
@ alle,
Hallo, bin zu den Agere Systems Papieren gekommen wie die Jungfrau zum Kind! habe absolut keinen Plan was die produzieren, noch weniger was Ich mit den Papieren ausser liegen lassen, tun soll ? Habe die Dinger wie Hamburger TS durch meine Lucent erhalten.
Was rät mir die Agere - Gemeinde ?
Rückkaufangebot für A+B class ist mir durch meine Sparkasse unterbreitet worden, allerdings bis 16.12.03.
Gruß Barcelos
@Barcelos: Wenn Du nur ne Handvoll Agere´s hast und für dich ein etwas intensiveres Engangement nicht in Frage kommt: GIB DIE GERINGEN STÜCKZAHLEN ZURÜCK!

Auch wenn die Aktie in den vergangenen Tagen "mächtig" unter die Räder gekommen ist, habe ich meine Stückzahlen weiter hochgefahren! Allerdings wickele ich die Transaktionen direkt in den USA ab - die Stückzahlen und die Kurse in D sind zum Verzweifeln :look:

Das Papier hat sicherlich seine Risiken, aber ich persönlich halte das Unternehmen für aussichtsreich!

Wenn Du mehr erfahren möchtest, solltest Du dich direkt über ein US-Board informieren:
z.B. http://finance.yahoo.com/q?s=AGRa

http://www.agere.com/

Live long + prosper - Jetok :cool:
Hallo Jetok,
da ich die Dinger ohne eine müde Mark zu zahlen, bekommen habe, bin ich mir nicht sicher die einfach zurück zugeben.
Was machen die und wie sind die Aussichten, wenn Du schreibst daß Du noch nachgelegt hast.
Gruß Barcelos :laugh: :laugh: :laugh:
@Barcelos: Wo soll man anfangen, wo aufhören !
Wenn DU dir einen vernünftigen Überblick verschaffen möchtest, dann setz dich mit dem sogenannten "ANUAL REPORT" - unter Nachrichten im YAHOO-Board zu finden - auseinander.

Agere ist eine abgesplittete frühere "division" des Unternehmens LUCENT. In den vergangenen zwei Jahren hat die Unternehmensführung das Unternehmen Agere aus dem KONZERN LUCENT "gelöst" und ist vollkommen selbständig am Markt (für Wireless telecomunication - Hersteller von Computer-chips) als Hardware-Lieferant tätig. Vorher waren sie voll auf LUCENT fixiert, jetzt können sie auch Zulieferer für Konkurenzfirmen sein und das gelingt ihnen zusehends. Die Produktion haben sie nach ASIEN "outgesourct" - mit allen Chancen und Risiken....
Ich möchte hier nicht soviel herumsülzen und verweise noch einmal auf den REPORT; dieser umfaßt über 21 Seiten und geht auch sehr "intensiv" auf mögliche Risiken des UNternehmens ein (das muß mit dem US-Recht bzgl. möglicher Haftung etc zusammenhängen!) Auch wenn man nicht jede Vokabel parat hat, ist dieser Bericht sehr interessant.

Und nun noch eine neue Meldung:

Agere takes big leap with smaller EDGE chipset
Posted : 15 Dec 2003
Agere Systems is once again rocking the wireless world with the release of its Sceptre HPE chipset and software that maximizes Class 10 EDGE mobile phone performance for products using the EDGE technology.
Released a month ago with sample devices reaching the most discriminating of wireless designers, the Sceptre chipset is expected by many industry experts to earn the name as the industry`s "smallest and fastest EDGE silicon solution for high-speed mobile phone designs."

Andy Craigen, Director of Marketing for Agere`s Mobile Communications Division, further discussed Sceptre`s advantage. "The Sceptre HPE is a two-chip EDGE/GPRS solution - integrating digital baseband, power management and mixed signal functions. This enables smaller handsets to be designed, with excellent power management characteristics."

With the current wireless market trend focusing on power as well as device size, Craigen further elaborated the Sceptre`s features. "The chipset delivers performance that exceeds that of other available EDGE devices by supporting up to 4 slots for data download or 236Kbps, and support for 2-slot uplink at 118Kbps. With an overall footprint of only 164 square-millimeters, the chipset [Sceptre HPE] is 20 percent smaller than [current] offerings and is designed to support class 10 EDGE out-of-the-box."

Agere`s Sceptre HPE chipset and software solution is an advanced platform for Class 10 EDGE-enhanced feature phones and Smartphones. The solution is designed and capable of supporting up to Class 12 EDGE operations and the chipset provides all required EDGE baseband processing and advanced connectivity options that allow mobile phone manufacturers a low-risk, high-confidence path for any GSM-based market.

System support
With the overall device footprint measuring only 164mm², many design engineers are skeptical if the chipset can still support the system functionalities essential for basic wireless operations. To sum it up, is overall performance sacrificed for overall size?

Allaying design fears, Craigen stressed, "The small footprint and high levels of integration in our Sceptre HPE solution are achieved because Agere has designed and manufactured both the Digital and Mixed Signal capabilities to optimize performance and cost. Although compact in size, this [EDGE] solution is built upon highly robust core GPRS software, which has been proven on our previous Sceptre GPRS models. Further, our proven software enables us to implement an efficient GPRS/EDGE system, which delivers high performance at slower clock speeds than our competitors."

The Sceptre offers very low power consumption, allowing for 180 minutes of talk time and more than 600h of standby time with a standard 600mAh battery. This power savings is achieved by closely coupling all necessary elements including power management, baseband processing, software and protocol stack, as opposed to competing single-chip designs that do not integrate power management. Additionally, the chipset and software also offer advanced connectivity options for new mobile phone designs, including an on-chip USB controller, infrared (IrDA) capability, removable secure digital (SD) and multimedia memory cards (MMC) and Bluetooth support.

Looking towards the East
As portable handsets become a ubiquitous device in the Asia-Pacific market and as more analysts predict a stronger wireless "tech savvy" market in the years ahead, with China as the focal point, Agere is maintaining a cautious, yet positive outlook when it comes to the Eastern hemisphere.

"As of yet, it is not clear whether the operators in China will deploy EDGE," Craigen stated. "However manufacturers, with their eye on the global market, will have to consider EDGE during 2004 as many GPRS handsets will begin to ship with EDGE integrated [in them]."

He added, "According to the Global Mobile Supplier Association (GSA), there are 57 network operators in 37 countries with firm commitments to deploy EDGE for delivery of next-generation mobile services including Sunday and Peoples Telephone in Hong Kong, DiGi in Malaysia, Smart Communications and Globe in the Philippines, AIC, DTAC and AS Orange in Thailand. Today, commercial EDGE-enabled services are now available in markets in North and South America, Europe and Asia. Earlier [in November], AIS in Thailand and CSL in Hong Kong launched the world`s first EDGE international roaming service. Moving forward to 3G, operators are considering EDGE for suburban and rural areas to ensure that bandwidth differential between the urban 3G roll-out and the less busy surrounding areas is minimized and offers a seamless service for higher bandwidth applications. And in the future, an integrated EDGE/WCDMA approach will ensure optimum flexibility, lower capital and operational expenditure."

- Anthony Capati
Electronic Engineering-Times Asia

http://www.eetasia.com/article_content.php3?member=no&articl…

Live long + prosper - Jetok :cool:
Agere Seen Positioned For More Growth
Forbes Staff , 12.18.03, 10:38 AM ET

NEW YORK -

Banc of America Securities initiated coverage of Agere Systems (nasdaq: AGRa - news - people ) at "buy" and a 12-month price target of $4. Banc of America said, "Management has been restructuring the company to reposition it for more profitable growth." The research firm said Agere`s outlook for fiscal 2004 is "positive" as the company, a supplier of integrated circuits for wireless data, high-density storage and networking applications, "leverages its strong market position." Agere shares are up 9 cents to $3.10.

LL+P - Jetok:cool:
Der amerikanische Speicher-Hersteller Agere Systems Inc. hat am Freitag den nicht-börsennotierte Hardware-Hersteller TeraBlaze zum Preis von 21 Mio. Dollar erworben. Bei TeraBlaze handelt es sich um ein Unternehmen, welches auf die Entwicklung von so genannten Gigabit Ethernet-Switches spezialisiert ist.

Konzernangaben zufolge soll die Akquisition durch die Ausgabe von insgesamt 6,9 Millionen neuen Aktien finanziert werden. Ohne die Berücksichtigung von Kosten in Höhe von 12 bis 14 Mio. Dollar für bereits angelaufene Forschungs- und Entwicklungsprojekte wird die Transaktion das Konzernergebnis im laufenden Fiskaljahr 2004 mit lediglich 0,5 Cent je Aktie belasten, hieß es.

Die Aktie von Agere gewinnt an der NYSE aktuell 1,31 Prozent auf 3,09 Dollar.

Wertpapiere des Artikels:
AGERE SYS INC


Autor: SmartHouseMedia (© wallstreet:online AG / SmartHouse Media GmbH)
Ich habe keine Ahnung wie "belastbar+echt" der ausgewiesene "NACHBÖRSLICHE Kurs" für die AGRA auf YAHOO ist, aber die Jungs führen dort 3,50 USD auf !!!

Das wären + 12 % !!

Nun gut, hat sich bestimmt einer vertippt....

LL + P - Jetok :cool:
@agere´s: Am 27.01.2004 werden die Geschäftszahlen für das letzte Quartal präsentiert! So wie ich das sehe - vorbörslich !!

Live long + prosper - Jetok :cool:
@Agere´s : Ich glaub - ich spinne !!;)

Last Trade: 3.48
Trade Time: 4:00PM ET
Change: 0.28 (8.75%)
Day`s Range: 3.21 - 3.55

Volume: 22,029,100
Avg Vol (3m): 7,476,172

+ 8,75 % beim 3fachen Umsatz !! :kiss:
:kiss: :kiss: :kiss: :kiss: :kiss:

Make my day - Jetok :cool:
About Agere Systems
Agere Systems research and development has its roots in the invention of the transistor and many of the semiconductor industry`s most significant technological advances. The company has more than 6,000 patents related to semiconductor process technology, device structure and design methodology.

Agere Systems is a premier provider of advanced integrated circuit solutions that access, move and store network information. Agere`s access portfolio enables seamless network access and Internet connectivity through its industry-leading WiFi/802.11 solutions for wireless LANs and computing applications, as well as its GPRS offering for data-capable cellular phones. The company also provides custom and standard multi-service networking solutions, such as broadband Ethernet-over-SONET/SDH components and wireless infrastructure chips, to move information across metro, access and enterprise networks. Agere is the market leader in providing integrated circuits such as read-channel chips, preamplifiers and system-on-a-chip solutions for high-density storage applications. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. More information about Agere Systems is available from its Web site at www.agere.com.
etwas input::lick:

Agere Systems Seen Meeting Q1 Guidance
Forbes.com staff, 01.15.04, 12:53 PM ET


Tear Sheet | Chart | News

NEW YORK -

Credit Suisse First Boston expects Agere Systems (nyse: AGRA - news - people ) to meet fiscal first-quarter guidance of revenue of $500 million to $510 million and pro forma per-share results of a loss of 1 cent to earnings of 1 cent. However, CSFB said it didn`t expect "material upside" from the integrated circuit solution provider and didn`t see earnings-per-share upside "beyond the high end of guidance." The research firm said, "We look for March quarter guidance of slightly down, with infrastructure returning to growth combined with a less than seasonal decline in the client business." CSFB rates the company at "outperform" with a 12-month price target of $4.50. Agere class A common shares are up 1 cent to $3.41.

CSFB rates the company at "outperform" with a 12-month price target of $4.50. ;)

http://www.forbes.com/2004/01/15/0115automarketscan08.html?p…

Live long + prosper - Jetok :cool:
:kiss: :laugh: :kiss: ;)


AGRA = USD 3,98 + 0,43 USD (+12%)
AGRB = USD 3,70 + 0,34 USD (+10%)

bei extremen Umsätzen !!

Live long + prosper - Jetok :cool:
@agere´s: Freitag dick im Plus bei riesigen Umsätzen!!

Woran liegt es ??

1) http://www.electronicsnews.com.au/articles/f3/0c01ccf3.asp

Ein Bericht - herausgegeben am 16-01-2004 - über die Entwicklung des Marktes, in dem Agere sich bewegt! :)
Der sogenannte DSP-market!

Der Analyst schätzt die Wachstumsaussichten in diesem Marktbereich für 2004 recht positiv ein: Wachstum + 25 %!
Dieser Markt wird von vier Unternehmen beherrscht - zu denen gehört auch Agere ! Den Originalartikel findet ihr oben !

Möglicherweise geht es auch am Montag mit ähnlichen Prozentzahlen bei gleichem Vorzeichen weiter in die richtige Richtung.. :D

Hier die "zündende Meldung":

2) In das yahoo-Board hat jemand einen Artikel vorab reingestellt, der offenbar im Magazin BARRON erst am 19-01-2004 erscheint.

In diesem Artikel wird CHINA als Anlageziel beleuchtet. Beleuchtet werden nicht nur chines. Unternehmen, sondern auch Unternehmen, die vom Chines. Markt profitieren.....
Schlußendlich wird ein Analyst von Templeton (..Funds) zitiert, der neben einigen anderen Unternehmen - auch aus Europa - auch Agere aufführt !
"Zur Zeit generiert Agere in/mit China 1/5 des Jahresumsatzes - der Analyst geht davon aus, daß Agere in den kommenden 5 Jahren diesen Umsatz verdoppeln wird...."

Wie bedeutend diese Zahlen sind, kann ich noch nicht "abschätzen" (1/5 von 2 MRD = 400 Mio USD; erreichbares Ziel also 800 Mio. USD in China... Wachstum also allein in China pro Jahr 80 Mio USD) pro Jahr generiert allein der Markt CHINA also 4 % Umsatzwachstum..... :lick:

Am 27.01.2004 kommen die "nächsten/neuesten" Zahlen für as abgelaufene Quartal heraus.... Nun - wichtige Kunden "Lu/Apple.." haben bisher positiv berichtet... Vielleicht gibt es bei Agere ebenefalls eine positive Überraschung! Wichtig ist m.E. der Ausblick ! Denn bei all den Produktinformationen in den letzten Wochen erschien immer der Hinweis, daß die Produktion für die neue Generation von CHIPS hierfür erst im März bzw. II/2004 hochgefahren wird.
Wie sagte doch der Chef von Agere: "Ich bin für das Jahr 2004 und die weitere Zukunft sehr zuversichtlich..."

Nach und nach kommen entsprechende Studien und Berichte heraus, die seine Aussage bestätigen....

Mir soll´s recht sein..... ;)

Live long + prosper - Jetok :cool:

Meine Einschätzung:
Wenn die Zahlen für das 2. Quartal 2004 anstehen (d.h. Ende Juli 2004) sehen wir die 5,xx USD!
Ein Tropfen zum Abkühlen habe ich noch:
Seit mehreren Monaten versuchen die USA den festen Wechselkurs zwischen USD und chines. Währung aufzubrechen und China (und damit den asiat. Block) zu einer Aufwertung zu bewegen.. Ich überlasse es eurer Phantasie, wie sich dies möglicherweise auf Agere (und all die anderen Unternehmen..) auswirken wird. Muß ja nicht unbedingt "schlecht" sein ....?!?! Oder ??
Heut ist zwar Feiertag in den USA, aber trotzdem gibt´s guuuuteee NEWS : :D



Press Release Source: Agere Systems


Agere Systems Delivers Wireless Products to Korea`s Sewon Teletech to Boost Korean Wireless Base Station Equipment Performance
Monday January 19, 7:00 am ET


ALLENTOWN, Pa., Jan. 19 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today announced it has delivered radio-frequency (RF) transistors to Sewon Teletech, Inc., to boost next-generation wireless equipment performance. Sewon is the largest supplier of power amplifiers to wireless and repeater original equipment manufacturers in Korea.
ADVERTISEMENT


Sewon Teletech has used Agere`s RF LDMOS (laterally diffused metal oxide semiconductor) transistor-based amplifiers in Korea`s Personal Communication System wireless networks. These amplifiers adhere to the Code Division Multiple Access standard. Sewon`s amplifiers have been in service in the market for more than six months. The amplifiers have consistently demonstrated high levels of reliability and performance in customer applications.

"Agere`s technology has proven to be reliable and technically sound for our power amplifiers," said Dr. Chul Dong Kim, Sewon`s chief executive officer. "Using Agere`s reliable technology, Sewon is well-positioned to accelerate growth of its power amplifier businesses in 2.5G and 3G applications."

Because product returns and replacement costs are particularly expensive in the power amplifier market, equipment providers demand that components pass rigorous field tests and prove their stability in real applications.

"Agere is enthusiastic about achieving another milestone in our aggressive pursuit of the RF power transistor business by announcing our relationship with Sewon," said Carlos Garcia, vice president and general manager of Agere`s Analog Products Division. "Sewon is one of Agere`s key Korean customers. Agere shares Sewon`s exceptionally high standards for excellence in product quality. Both companies are working together to accelerate Korea`s installation of next-generation wireless equipment, which already ranks among the world`s most advanced."

Agere`s transistors enable Sewon`s base station amplifiers to remain cooler, translating to reduced total system costs, simplified product design and improved equipment reliability. Agere entered this market last year. The company offers more than 30 transistor products. Agere`s products are currently being considered for next generation designs by nine of the top 10 telecom equipment manufacturers.

With today`s announcement, Sewon joins a group of top-ranked, Korean-based customers using Agere`s semiconductor technology. The sale also builds on Agere`s ranking of second worldwide in sales of chips for wireless infrastructure applications*.

Agere Systems is a premier provider of advanced integrated circuit solutions for wireless data, high-density storage and multiservice networking applications. Agere`s wireless data portfolio enables seamless network access and Internet connectivity through its GPRS offering for data-capable cellular phones, as well as Wi-Fi/802.11 solutions for wireless LANs and computing applications. The company is the market leader in providing integrated circuits for the hard disk drive market, with number one positions in sales of system-on-a-chip solutions and preamplifiers. Agere also provides custom and standard multiservice networking solutions to move information across wired, wireless and enterprise networks. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. More information about Agere Systems is available from its web site at http://www.agere.com.

Agere is a registered trademark and Agere Systems and the Agere Systems logo are trademarks of Agere Systems Inc.

This release contains forward-looking statements based on information available to Agere as of the date hereof. Agere`s actual results could differ materially from the results stated or implied by such forward-looking statements due to a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, the impact of any global or regional health epidemic, such as severe acute respiratory syndrome, keeping pace with technological change, dependence on new product development, price and product competition, availability of manufacturing capacity, customer demand for our products and services, general industry and market conditions, limits on our ability to issue equity to raise capital and reliance on major customers and suppliers. For a further discussion of these and other risks and uncertainties, see our annual report on Form 10-K for the fiscal year ended September 30, 2003. Agere disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Forward Concepts 2003

Bin gespannt, wie der Kurs sich am Dienstag entwickeln wird!!

LL+P - Jetok :cool:
Vorgestern gewonnen, gestern zerronnen und heute .. ?? ;)

Halt ausgesprochen volatil.......



Report Names Switch Fabric Winners
-----------------------------------------------

The winners and losers in the market for switch fabric chipsets have almost been decided, according to The Linley Group, which published a report on the topic today.

The winners are likely to be Applied Micro Circuits Corp. (AMCC) (Nasdaq: AMCC - message board) and Agere Systems Inc. (NYSE: AGR.A); and the losers are likely to be Broadcom Corp. (Nasdaq: BRCM - message board) and Vitesse Semiconductor Corp. (Nasdaq: VTSS - message board), according to Linley senior analyst, Jag Bolaria.

Among startups, only four companies still have a chance of success, according to Bolaria: Dune Networks, Erlang Technology Inc., Sandburst Corp., and ZettaCom Inc..

Linley’s reasoning for this division of likely winners and losers goes like this: System vendors are gearing up to develop the next generation of packet switching equipment, ready for launch in 2006. They’ll start evaluating silicon by the third quarter of this year, according to Bolaria, so whoever has the best chipset right now will end up as the winner. The vendors with technology that isn’t fully baked aren’t going to make it. "No one is going to design equipment with a chip that exists only on paper," he says.

AMCC appears to have recognized this some time ago and acquired no fewer than than three switch fabrics from other vendors to get itself into pole position. Its coup de grâce was its recent purchase of IBM Corp.’s (NYSE: IBM - message board) PowerPRS product line (see AMCC Switches On IBM`s Fabric ).

According to analysts everywhere, IBM`s PowerPRS product is tops. IBM was ranked first overall in the packet switch category.

IBM’s superiority was reflected in its market share. Figures from iSuppli Inc. indicate that IBM had switch fabric revenues of $50 million in 2002 or nearly half the total market.

"AMCC has a decent product from IBM, and $1 billion in the bank," notes Bolaria.

The other major player tipped to be a winner is Agere with its PI40 chipset. "In Korea (the country with the highest high-speed internet penetration), Agere is a leading supplier," Bolaria notes. "I`m surprised they aren`t more successful [back home]." He thinks a reason for this may be that the PI40 has proprietary interfaces, so customers have to develop FPGAs to link the chips into their system. Agere is addressing this problem with a range of bridge chips, so it won`t hold them back.

Ich denke, daß die "Engagierten" noch viel Freude haben werden !!

Live long + prosper - Jetok :cool:
Echt komisch was da abgeht. Irgendwelche Irre verramschen da ihre Stücke wie Sau. Verstehe das mal einer. Nächste Woche kommen die Zahlen. :confused:
Liebe Agere-Aktienbesitzer

wie sicherlich viele von euch, bin ich im Anschluss des spin-off von Lucent in den Genuss von Agere-Aktien gekommen. Der Kurs der Aktie hat sich in der Tat gut entwickelt, jedoch ist das Ganze ein Witz, wenn man bedenkt, dass ich gerade 1,8 Aktien dieses Wertes besitze. Der Kurs müßte noch um ein Vielfaches steigen, um ihn wenigstens zur Verkaufsgebühr (bei meinem broker ca 10,40€) zu verkaufen.
Deshalb mein Vorschlag: Wir sammeln diese Aktien, die für uns wertlos sind, legen sie zusammen und spenden sie für einen gemeinnützigen Zweck: z. B. blinde Kinder in Afrika, obdachlose Kinder in Südamerika oder ähnliches. Sollten genügend Aktienbesitzer Interesse an dieser Aktion haben, werde ich verschiedene Brokerhäuser kontaktieren mit der Bitte, uns ein Sammeldepot zur Verfügung zu stellen.
Uns kostet diese Aktion nichts, gelingt es aber, zukünftige für Privatanleger werlose spin-off-Anteile zu bündeln, können wir ohne großen Aufwand helfen, Leid auf der Welt zu lindern und auch die Ärmsten der Armen an unserem hoffentlich wieder ansteigenden Aktiengewinnen teilhaben zu lassen
Weiterhin good trades wünscht

BeWu
Eigentlich werden so kleine Positionen von fast jeder Direktbank ohne Gebühren verkauft. :confused: Aber spenden ist natürlich besser, leider habe ich aber dazu viel zu viele davon :D
.... die Ruhe vor dem Sturm !!! ;)

Heute gab es wieder 2 recht gute Nachrichten und die Aktie dümpelt auf der Stelle.... trotz der heutigen Performance der Indizes.....

Zu den news.... :

http://biz.yahoo.com/prnews/040126/nym095_1.html


und hier der zweite....

http://biz.yahoo.com/prnews/040126/phm007_1.html

Egal wie gut oder wie schlecht die Zahlen morgen sein werden... Richtig POSITIV wird es erst ab März/April 2004 !

LL+P - Jetok :cool:
Press Release Source: Agere Systems


Agere Systems Delivers High-Performance RF Transistors to NEC For 3G Wireless Base Stations
Monday January 26, 7:05 am ET


ALLENTOWN, Pa., Jan. 26 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today announced it has delivered high-performance radio frequency (RF) power transistors to NEC for use in the company`s third-generation (3G) wireless base station equipment. These devices enable NEC`s base station amplifiers to remain cooler, thereby simplifying product design and improving its reliability.
ADVERTISEMENT


To ensure high reliability, Agere`s transistors used by NEC in its Wideband Code Division Multiple Access (W-CDMA) wireless base stations have successfully passed NEC`s rigorous evaluation and testing and Agere`s own qualification process. The RF transistors use laterally diffused metal oxide semiconductor (LDMOS) technology, and are fully qualified and in volume production today.

"The use of Agere transistors in our base stations will accelerate our company`s 3G wireless equipment deployment during the next few years," said Dr. Nobuhiro Endo, general manager of NEC`s Mobile and Wireless Division. "Power efficiency is extremely important in a Wideband CDMA base station design, and Agere`s transistors delivered the performance required. Agere`s wealth of technical expertise, customer support and products that passed our rigorous reliability testing clinched our decision to go with their family of products."

"NEC is one of the world`s prime wireless equipment companies, and Agere is excited to be providing some of our newest products to them," said Carlos Garcia, vice president and general manager with Agere Systems. "NEC`s selection of our products validates Agere`s ability to produce and deliver high-performance RF transistors to an industry leader in deployment of operational 3G base station equipment."

This selection also underscores the close relationship Agere and NEC have been developing for the past several years. For example, Agere provides its high-performance traffic manage ment and Asynchronous Transfer Mode (ATM) chips to NEC for 3G CDMA base station equipment. Agere ranks second worldwide in sales of chips for wireless infrastructure applications*.

Agere also equips NEC with traffic management chips for use in NEC`s high-speed router family, and General Packet Radio Service (GPRS) wireless data chips for NEC cellular phones.

Agere Systems is a premier provider of advanced integrated circuit solutions for wireless data, high-density storage and multiservice networking applications. Agere`s wireless data portfolio enables seamless network access and Internet connectivity through its GPRS offering for data-capable cellular phones, as well as Wi-Fi/802.11 solutions for wireless LANs and computing applications. The company is the market leader in providing integrated circuits for the hard disk drive market, with number one positions in sales of system-on-a-chip solutions and preamplifiers. Agere also provides custom and standard multiservice networking solutions to move information across wired, wireless and enterprise networks. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. More information about Agere Systems is available from its web site at http://www.agere.com.

Agere is a registered trademark, and Agere Systems and the Agere Systems logo are trademarks of Agere Systems Inc.

This release contains forward-looking statements based on information available to Agere as of the date hereof. Agar`s actual results could differ materially from the results stated or implied by such forward-looking statements due to a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, the impact of any global or regional health epidemic, such as severe acute respiratory syndrome, keeping pace with technological change, dependence on new product development, price and product competition, availability of manufacturing capacity, customer demand for our products and services, general industry and market conditions, limits on our ability to issue equity to raise capital and reliance on major customers and suppliers. For a further discussion of these and other risks and uncertainties, see our annual report on Form 10-K for the fiscal year ended September 30, 2003. Agere disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

IDC



--------------------------------------------------------------------------------
Source: Agere Systems
Press Release Source: Agere Systems


Agere Systems Delivers TrueStore(TM) Storage Chips To Magicstor For One-Inch Consumer Electronics Hard Disk Drive
Monday January 26, 9:06 am ET


ALLENTOWN, Pa., Jan. 26 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today announced that it is providing read-channel storage integrated circuits (ICs) to China-based manufacturer GS Magicstor Inc. for use in its one-inch hard disk drive (HDD). Agere`s low-power, high- performance read-channels offer the capabilities needed to maximize capacity and ensure long battery life in storage solutions for portable consumer electronics devices.
ADVERTISEMENT


Magicstor is using Agere`s TrueStore(TM) RC6500LP read-channel IC in its one-inch, 4.4-gigabyte hard disk drive. This drive, one of the smallest developed for the portable market, has the capacity to store thousands of songs and photos for handheld digital music players and cameras, record feature-length, DVD-quality movies for mobile video devices, and enable multiple software applications in PDAs. With fast read/write operating speeds, hard disk drives offer better performance and power efficiency for managing large multimedia files than competing flash-based storage solutions.

"Magicstor is breaking the traditional concept of handheld storage by delivering much higher capacity than is typically available in today`s storage devices," said David Wu, CEO of GS Magicstor. "Consumers expect that their mobile devices won`t suffer data loss or fast battery drain, and Agere`s read- channels offer an excellent combination of low power consumption and data storage reliability for our drives."

Agere`s read-channels enable high areal density on hard drive storage platters through superior signal-to-noise ratio performance, and are tailored to the power and size requirements of portable consumer electronics drives. The RC6500LP chip offers four power modes - running, idle, standby and sleep - with a power savings of up to 50 percent over previous generation Agere read- channels, depending on the mode selected and operating speed. These are critical factors for ensuring that compact drives can provide the durability and performance required to expand the market for high-capacity storage in portable consumer electronics products.

"Agere`s TrueStore read-channel has the signal integrity and reliability needed for hard drives to pack additional data in such a small space while helping extend battery life in portable electronics," said Joe O`Hare, vice president of Agere`s Storage division. "With the recent adoption of more HDD-based portable devices, such as digital audio and video players, Agere`s storage solutions deliver the best-performing electronics for drive developers focused on the mobile market."

Agere is currently shipping its RC6500LP read-channels in volume to multiple customers.

For more information, customers may visit Agere`s Web site at www.agere.com or contact one of Agere`s regional sales offices. Customers in the U.S. may also call the Agere Systems Customer Response Center at 1-800-372-2447. Customers in Canada may call 1-800-553-2448. Customers outside those countries may call 1-610-712-4323. Fax inquiries may be directed to 1-610-712-4106, or e-mail queries to docmaster@agere.com. Written inquiries should be sent to Agere Systems, Room 10A-301C, 1110 American Parkway NE, Lehigh Valley Central Campus, Allentown, PA, 18109, USA.

Agere Systems is a premier provider of advanced integrated circuit solutions for wireless data, high-density storage and multiservice networking applications. Agere`s wireless data portfolio enables seamless network access and Internet connectivity through its GPRS offering for data-capable cellular phones, as well as Wi-Fi/802.11 solutions for wireless LANs and computing applications. The company is the market leader in providing integrated circuits for the hard disk drive market, with number one positions in sales of system-on-a-chip solutions and preamplifiers. Agere also provides custom and standard multiservice networking solutions to move information across wired, wireless and enterprise networks. Agere`s customers include the leading PC manufacturers, wireless terminal providers, network equipment suppliers and hard-disk drive providers. More information about Agere Systems is available from its web site at http://www.agere.com.

Agere is a registered trademark and TrueStore, Agere Systems and the Agere Systems logo are trademarks of Agere Systems Inc.

This release contains forward-looking statements based on information available to Agere as of the date hereof. Agere`s actual results could differ materially from the results stated or implied by such forward-looking statements due to a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, the impact of any global or regional health epidemic, such as severe acute respiratory syndrome, keeping pace with technological change, dependence on new product development, price and product competition, availability of manufacturing capacity, customer demand for our products and services, general industry and market conditions, limits on our ability to issue equity to raise capital and reliance on major customers and suppliers. For a further discussion of these and other risks and uncertainties, see our annual report on Form 10-K for the fiscal year ended September 30, 2003. Agere disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.




--------------------------------------------------------------------------------
Source: Agere Systems
Der Börsentag ist noch nicht gelaufen, aber die heutigen Zahlen sind besser als erwartet!
Das Unternehmen meldet steigende Umsätze, einen Gewinn vor Sonderaufwendungen (einmalige) und einen positiven CASH FLOW!
Das Unternehmen erhöht die liquiden Mittel, ist in der Lage andere (zumindest EINS) Unternehmen zu erwerben, aquiriert neue Kunden und stellt "gute news" für die kommenden 14 Tage in Aussicht! Der Ausblick auf die kommenden Quartale ist ebenfalls POSITIV!

KLARE AUSSAGE: Die Richtung stimmt ! Und das Unternehmen kommt auf Touren....

Also: sehen wir in diesem Jahr Kurse über 5 USD oder sogar über 6 USD ??

Sollte das Papier noch einmal "herunterkommen", so werde ich die Gelegenheit für eine weitere Aufstockung nutzen!

LL+P - Jetok :cool:
Ich habe zufällig gesehen dass Agere Systems die zweitgrößte Position im Activest Lux NanoTech ist.

http://www.finanzpartner.de/fi/661705/10036/

Nur so zur Info. :) :lick:
dann wollen wir mal hoffen, dass der fond-manager einen guten griff getan hat. :D
Ich hoffe mit ;)

Agere, der Nano-Tech-Wert. So bekommt die ganze Sache ja noch mehr Phantasie.
Wenn sich NANOTECH = AGERE "durchsetzt" - dann knallen die Sektkorken...

http://quotes.barchart.com/texpert.asp?sym=AGR.A

gem. barchart stehen bei AGRA die Zeichen auf GRÜN!

Ein neuer Monat + ansprechende Zahlen + weitere Analystentreffen bzw. Diskussionsforen, auf denen das Unternehmen Agere vertreten ist und sich präsentiert!

In der kommenden Woche werden wohl die ersten Studien mit "Empfehlungen" herauskommen!

Dann sehen wir die "4" von oben !!! :D

LL+P - Jetok :cool:
Ich habe in meinem Depot ein paar Aktien Agere WKN 621985 und Agere WKN 626079 liegen. Muss zu meiner Schande gestehen, dass ich nicht genau weiss, wie ich dazu kam. :rolleyes:
Vermute mal, dass ich die vor ein paar Jahren über Natsemi oder TI (?) zugeteilt bekommen habe.
Jetzt überlege ich mir, doch in die Nanotech einzusteigen.
Jetzt bietet sich für mich natürlich Agere an.

Kann mir vielleicht wer sagen, was der Unterschied zwischen 621985 und 626079 ist und, falls man einsteigt, in welche sollte dann rein ?

Wo kann man Infos finden ?
Finde leider nichts .

Danke .

Gruss bsd :)
.... wenn ich mir die augenblickliche Entwicklung der A+B-Kurse anschaue, dann bin ich für die nahe und mittlere Zukunft extrem positiv gestimmt.

Berücksichtige ich dann noch die ganzen Artikel zum THEMA WIRELESS.... und die sogenannten Analysten und Fachjournalisten AGERE mit zu den 3-4 Platzhirschen zählen... stellenweise als die Nr. EINS darstellen.... dann sieht man sich nur weiter bestärkt!

Was spricht zur Zeit gegen einen deutlichen Ausbruch:

AGERE hat die Produktion radikal reformiert! Das heißt: AGERE läßt bei anderen Firmen "schrauben"... ;) - und dies zu annähernd 80 % in ASIEN !

Auf der in dieser Woche stattgefundenen Analysten-Konferenz war dies auch Thema und m.E. deutet die Frage "nach Lieferengpässen/Schwierigkeiten bei den Zulieferern" genau auf die wunde (vermeintlich wunde) Stelle hin. Agere muß erst noch den Beweis erbringen, daß dieses OUTSOURCEN zum gewünschten Erfolg führen wird. Die Kursziele, die in den USA von einigen Boardern (im Yahoo-Board) genannt werden, klingen wie utopie.... aber letzten ENDES kommt Agere aus dem 2stelligen Bereich + wenn die Story wireless zum HYPE wird..... Who know´s????

Ich bin weiter auf der Käuferseite !!!

Der auffälligste und "maßgebende" Unterschied ist die unterschiedliche Liquidität der AGRA bzw. AGRB !

(Wobei die B´s eigentlich "wertvoller" sind, da sie die vierfache Stimmgewalt bei Wahlen haben...)

Aber leider ist der Markt nicht so liquide wie bei den A´sssssssss !!

Nun - ich habe BEIDE !!

Good luck :D

Live long + prosper - Jetok :cool:
Etwas Lektüre ????

http://moneycentral.msn.com/content/p72722.asp?Rating=8&Page…

Viel Spaß !! Und weiter unten im Artikel wird das Thema Agere etwas ausführlicher erläutert!

si ju.... Jetok :look:
@lina und Jetok und alle die sich vielleicht noch melden.

Danke für Eure Antworten.
Bin auf agere.com gar nicht gekommen.
Bei agere.de kommt man bei Hausaugaben.de raus.
Vielleicht ist das ein Omen, dass ich mal meine Hausaufgaben was Agere angeht machen soll ! :D

Werde mich jetzt mal einlesen und dann einsteigen.
Von Lucent kommen die . Das war anscheinend alles in der Zeit, in der ich total gefrustet in mein Depot gar nicht mehr reingeschaut habe ! :D
Den Avaya Spin off von Lucent habe ich ja noch registriert !

Aber jetzt gehts ja wieder besser ! ;) :D

Als dann,

Gruss bsd :)
Hi,
auch ich halte agere für einen recht interessanten
wert, der auf längere sicht (ca,.24 monate) bestimmt
einiges potential besitzt.
da die umsätze in frankfurt teilweise recht mager
und zufallsbeding sind habe ich mal ein abstauer-
limit für märz plaziert.
schaun wir mal.....
viel glück
gruss
lion37:cool: :cool:
Nun kommen also die Tage der Wahrheit:
Ab Mitte März bzw. ab den 22.03. werden die ersten Meinungskäufe den Kurs wieder nach oben pushen. Das ist zumindest meine Annahme. Die augenblickliche "Kursstabilität" beeindruckt mich eigentlich schon. In der Spanne 3,80 - 4 USD ! Wenn der Kurs hier ausbricht, gibt es sicherlich eine deutliche Kursbewegung (in beide Richtungen... wobei ich ganz klar NORDEN favorisiere..)

Live long + prosper - Jetok :cool:

PS: Greenspan siniert über Zinserhöhungen?? Wenn der USD (zum EUR) noch weiter drehen sollte... betrachte ich das ganze mit zwei lachenden Augen ;)
Offensichtlich hat Agere seinen Hut wieder "in den Ring geworfen" !

Let´s dance with Philips against Motorola...

http://www.unstrung.com/document.asp?doc_id=48713

si ju - Jetok :look:
trotz der augenblicklich desolaten allgemeinen Börsenverfassung::: ;)

etwas input !

erstens:

SO macht man (=CHINA) Wirtschaftspolitik:

http://biz.yahoo.com/djus/040311/0054000021_1.html



zweitens:

Hat jemand von euch von diesem Gerücht gehört...... ein Unternehmen würde sich für Agere interessieren??

Quelle: yahoo-board (incl. Meldung....)

LL+P - Jetok :cool:
Es ist zwar ziemlich erschreckend, was sich da augenblicklich in Sachen Terror wieder zusammenbraut, aber "The show must go on !"

Heute wurde über ConSors eine EMAIL mit Bericht über die CEBIT und UMTS verschickt (WamS)
Das Wichtigste:

Richtig Geld mit dem Datenturbo machen bereits die Ausrüster, kleinere Hardware-Lieferanten wie etwa die amerikanische Agere. Der Hersteller von Mobilfunkchips und Festplattenkomponenten beliefert Nokia und Siemens mit Bausteinen für UMTS-Basisstationen, die japanische NEC baut Agere-Chips als Kraftverstärker in ihre UMTS-Telefone. Die Amerikaner haben als Samsung-Stammlieferant zudem beste Chancen, auch in das UMTS-Programm des drittgrößten Handy-Herstellers zu rutschen. Im bis Ende September laufenden Geschäftsjahr rechnet Goldman-Sachs-Analyst Seogju Lee bei Agere nach langer Verluststrecke mit 64 Millionen Dollar Gewinn. Zu Weihnachten schon soll es leistungsfähige UMTS-Handys in großer Stückzahl geben. Frühestens Mitte 2005 allerdings wird UMTS für die Telekoms zum Massengeschäft - oder noch später. "Ende 2003 haben viele Leute ihr Handy erneuert. Bis zur nächsten Kaufwelle könnte es zwei Jahre dauern", sagt Analyst Kitz. UMTS bleibt erst mal leise - auch wenn das Marktgeschrei auf der Cebit gewohnt laut werden dürfte.


Aus meiner Sicht "stimmt" die Agere-Story und das Unternehmen steht in den kommenden Monaten vor einer völligen Neueinschätzung und somit Neubewertung!
Wenn die Börsen im Rahmen des Terrors noch einmal in die Knie gehen und der Börsianer sich traut zu investieren: Dann schaut auf Agere + prüft ein Engagement !! :)

LL+P - Jetok :cool:

Fuck the terrorism !!! :mad: :( :mad:
Schaut euch mal das an http://www.n-tv.de/5224962.html

Erst darauf hin bin ich auf Agere aufmerksam geworden.
Wenn die Nachricht nicht gut ist für ein Hype, dann weiss ich nicht was. :D
SMARTCLEVER: Ich sehe "die Story" genau so !!!

Nicht nur über NTV, sondern in den meisten Berichten zur cebit erscheint diese "Neuerung" !

siehe auch bei freenet:

http://www.freenet.de/freenet/special/cebit2004/cebit_news/a…

Ich kann nur nicht "abschätzen" wie hoch das Potential ist!

Ich - als Laie - "befürchte", daß ab Mitte 2004 - wenn die neue Technik mit Software beim Kunden "aufschlägt" (Zitat aus dem Freenet-Cebit-Bericht) kein MP3-Gerät mehr ohne diese Technik vom Markt akzeptiert + nachgefragt wird!

und das bedeutet: Ab Ende 2004 "steckt" in allen MP3-Geräten mindestens 1 TEIL von Agere "drinne" !

Ist jemand in Lage, daß in USD oder EUR auszudrücken ??

LL+P - Jetok :cool:
und wie man sieht, zieht die "Nachfrage" schon an:

--------------------------------------------------------

News

Agere senkt Prognosen für das zweite Quartal
Finanzen.net


Die Agere Systems Inc., ein Hersteller von Chips für Kommunikationssysteme, meldete am Mittwoch, dass Umsatz und Ergebnis vor einmaligen Steuererlösen im zweiten Quartal unter den bisherigen Prognosen liegen werden, was auf schwächer als erwartete Auslieferungen einiger Mobiltelefon-Chipsets zurückgeführt wird.
Demnach rechnet das Unternehmen für das zweite Quartal nun mit einem Umsatz von 465-475 Mio. Dollar, nachdem ursprünglich ein Umsatz auf dem Niveau des ersten Quartals (516 Mio. Dollar) erwartet wurde. Der Gewinn pro Aktie soll nun, nach einem einmaligen Steuererlös in Höhe von 80 Mio. Dollar, bei 0-1 Cents pro Aktie liegen. Im Januar hatte man noch ein EPS-Ergebnis von 1-2 Cents prognostiziert.

Die Aktie von Agere Systems schloss gestern an der NYSE bei 3,41 Dollar.

Diese Seite drucken
Quelle: Finanzen.net 17.03.2004 13:26:00
Eine unerfreuliche Überraschung... :(
hätte nicht gedacht, daß ich meine Einstandskurse noch einmal wiedersehe ;) , aber dafür hat sich der Kurs vom Tagestief wieder schön erholt!!

Für mich stellt sich nun die Frage:
1) Was ist der genaue Hintergrund für das Umsatz-Minus im 3G-Bereich??
2) Wie belastbar ist die Aussage, daß Agere an der Jahresplanung festhält?
3) Wie stark ist das Umsatzplus in den anderen Geschäftsfeldern und ist diese Entwicklung von Dauer?

Bei all dem augenblicklichen Frust und Gezerre sollten wir nicht vergessen, daß Agere immer davon gesprochen hat, daß die neuen Chips/Produkte erst ab März 04 auf dem "Markt" angeboten würden...! :confused:
Nun - eins steht fest; Eine deutliche Kursbewegung nach oben wird erst dann erfolgen, wenn AGERE wieder von steigenden Umsätzen berichtet und diese auch dokumentiert(ren kann)

Zumindest bleibt das Unternehmen knapp in der Gewinnzone + das auch ohne einmalige "positive" Steuereffekte !!

LL + P - Jetok :cool:
News

Update Agere Systems Inc.: Buy (Banc of America Sec.)
Aktien & Co


Die Analysten von Banc of America Sec. bewerten in ihrer Analyse vom Donnerstag, 18. März 2004 die Aktie von Agere Systems Inc. nach wie vor mit dem Rating "Buy". Das Kursziel für die Aktie liegt momentan bei 4.5 $.

Analyst: Banc of America Sec.
Rating des Analysten: Buy

Diese Seite drucken
Quelle: Aktien & Co 18.03.2004 15:33:00
Hintergrund-Informationen:



Agere Suffers Hutch Hiccup
03.17.04

The disappointing 3G rollout from Hutchison 3G UK Ltd. has created an earnings headache for Agere Systems Inc. (NYSE: AGR.A), as the chip maker announced this morning that it will miss expectations for the March quarter.

The chain reaction goes like this: Hutchison`s 3G moves slowly; NEC Corp. (Nasdaq: NIPNY - message board; Tokyo: 6701) cuts down on 3G cellphone volumes; Agere gets less money from NEC.

Revenues from NEC will drop $50 million from their December levels, to $10 million, Agere officials said. Agere shares closed down 18 cents, at $3.23, on the news.

Agere told analysts its revenues for the March quarter would be between $465 million and $475 million, with earnings between breakeven and 1 cent per share (see Agere Q2 to Fall Short). Analysts had been expecting revenues of $500.7 million and earnings of 1 cent per share, according to Multex.

Analysts don`t think this spells any long-term trouble for Agere. "We believe the weakness is related [to] over-ordering at that single customer and is not a sign of weakness in the wireless infrastructure market," writes John Harmon of Needham & Co. in a report today. "We think the bigger news is that the Infrastructure segment is performing well across the board and ahead of expectations, and this segment receives much higher margins."

Indeed, along with the shortfall, Agere said it expects wireline and wireless infrastructure business to grow 10 percent, to about $131 million for the March quarter, rather than the 7 percent officials had previously predicted.

Hutchison`s latest 3G setback came in January when a Hong Kong launch met with polite applause rather than a roar of approval. It`s becoming something of a habit for the carrier, which had to trim down its subscribership forecasts in November (see Asia`s Mixed 3G Blessings and Hutch`s Subscriber U-Turn).

Agere already knew about this and warned in January that it could affect earnings. Meanwhile, 3G handset inventories at NEC -- which uses Agere baseband chips in its cell phones -- apparently built up. NEC had expected to sell 1.5 million handsets to Hutchison in the March quarter, according to analyst Jeremy Bunting of Thomas Weisel Partners.

— Craig Matsumoto, Senior Editor, Light Reading

LL+P - Jetok :cool:
Hi an alle!

Man sollte sich vielleicht jetzt noch ein paar in sein Depot legen, bevor Agere nächste Woche durch einschlägige "Börsengurus" empfohlen wird!!!

Schönes Wochenende!!!
Agere Systems "buy," target price reduced - update

Friday, March 19, 2004 5:09:32 AM ET
Roth Capital

NEW YORK, March 19 (New Ratings) - Analyst Dave Kang of Roth Capital maintains his "buy" rating on Agere Systems (AGR.A), while reducing his estimates for the company. The target price has been reduced from $5.10 to $4.50.

Shares of Agere Systems, an integrated circuit solutions provider for digital storage applications and communication networks, are currently trading at $3.23.

According to Roth Capital`s research note published yesterday, the company has reduced its guidance for Q2:04 to a break-even EPS. The lowered earnings outlook was on account of weaker-than-expected 3G chip set sales, the analyst says. The analyst mentions that the delayed global deployment of 3G communication network is likely to affect the company`s revenues adversely in Q1:04 and Q2:04.

According to Roth Capital, Agere Systems is likely to witness a 10% sequential growth in the sales of its communication infrastructure in Q2:04. The analyst also expects the company`s revenues to reaccelerate in Q3:04. Despite the downward revision of the earnings estimates, the company`s stock remains attractive at present, Roth Capital mentions.

The EPS estimates for 2004 and 2005 have been reduced from $0.08 to $0.05 and from $0.15 to $0.14, respectively. The P/E estimates for 2004 and 2005 are 64.6x and 23.1x, respectively.

Roth Capital maintains its "buy" rating on Agere Systems.

© 2004 New Ratings


Agere Systems | all articles
News

Agere kehrt im ersten Quartal in die Gewinnzone zurück
Finanzen.net


Der amerikanische Chip-Konzern Agere Systems Inc. konnte im ersten Quartal trotz Absatzschwierigkeiten bei Mobiltelefon-Chips einen Gewinn ausweisen.
Das auf die Herstellung und Entwicklung von Chips für Kommunikations-Ausrüstungen spezialisierte Unternehmen erwirtschaftete im Berichtszeitraum einen Nettogewinn von 74 Mio. Dollar bzw. ein EPS-Ergebnis von 4 Cents, nachdem im Vorjahresquartal noch ein Verlust von 125 Mio. Dollar bzw. 8 Cents je Aktie angefallen war. Das Ergebnis im Berichtszeitraum beinhaltet eine Steuerrückerstattung in Höhe von 82 Mio. Dollar.

Der Konzernumsatz konnte gegenüber dem Vorjahresquartal (443 Mio. Dollar) auf 462 Mio. Dollar gesteigert werden.

Die Aktie von Agere schloss am Montag bei 2,65 Dollar.

Diese Seite drucken
Quelle: Finanzen.net 27.04.2004 14:15:00
Da war doch noch etwas !!!!

Agere is finally free of spinoff restraints
It`s easier for former Lucent unit to acquire or to be bought.

By Jeanne Bonner
Of The Morning Call

Two years ago this week, Lucent Technologies completed its spinoff of Agere Systems. Now the rules governing the separation pose fewer restrictions on Agere`s ability to chart its own course.

The Hanover Township, Lehigh County, chipmaker will have greater freedom to pursue deals, either as the acquiring firm or the company to be acquired.

The tax law that governed its spinoff from Lucent effectively discouraged any company from acquiring a large stake of Agere`s stock within two years of the separation. It also limited Agere`s ability to issue large amounts of stock.

The passing of the two-year period may even allow Agere to consolidate its two classes of stock. And Agere will no longer have to consult with outside experts when it wants to issue more stock.

``They are the last chains from Lucent to fall off,`` said John Harmon, an analyst with Needham & Co., who has a ``buy`` rating on Agere`s stock.

Telecommunications equipment-maker Lucent spun off Agere, its former microelectronics division, in a two-step tax-free distribution of the new company`s shares. The first phase was Agere`s initial public offering of 600 million shares of class A common stock in March of 2001. Lucent distributed the remaining class A shares and a second class of stock, B shares, on June 1, 2002.

In the IPO, Lucent distributed more shares than the requisite 20 percent, placing the tax-free status in jeopardy, said James Miles, a professor of finance and a spinoff expert at Pennsylvania State University. In order to ensure the spinoff was tax-free, Lucent created two classes of shares that were distributed at different times.

Tax implications

Lucent also told Agere that if it issued large amounts of stock, the Internal Revenue Service, which granted the tax-free spinoff, could view it as part of the separation and Lucent would owe taxes on gains from the sale of the new shares. In compliance with its tax-sharing agreement with Lucent, Agere would have been responsible for paying those taxes.

Financial analysts who follow Agere`s stock don`t expect the company to do anything immediately, now that the restrictions have elapsed. But that doesn`t mean something won`t happen in the next six months or a year.

Up until now, semiconductor companies considering an acquisition would have ruled out Agere because of the tax implications. That will no longer be the case.

``That stock is cheap,`` said analyst Ping Zhao with CreditSights of Agere. ``If the stock remains that cheap … you would imagine someone will wake up someday and take a look at it. There are too many tech companies with lots of money around for someone not to think about buying Agere.``

Zhao, who has a ``buy`` rating on the stock, said Intel, the world`s largest chipmaker, is sometimes mentioned as a possible acquirer of Agere, which ranks No. 23. The two companies compete in chips for wireless local area networking, or Wi-Fi.

Analysts say Agere will probably not immediately issue a lot of shares for acquisitions. It has more than $750 million in cash to cover small acquisitions, and it has made two acquisitions by issuing relatively small amounts of stock. But the company now has more options.

``It opens the door to the possibility of using shares to make larger acquisitions,`` Harmon said.

Four votes per share

Agere`s two classes of shares both have voting rights to elect and remove officers and decide on matters such as reverse stock splits. The class A shares have one vote each for all matters, while the class B shares have four votes for the election and the removal of officers, and one vote on all other matters. As of April 30, 2004, more than 800 million shares of class A stock and more than 900 million shares of class B stock were outstanding.

Few publicly traded companies have two classes of stock, and those that do are typically run by a family that wants to retain control, said Miles, the Penn State professor.

``When you have high-vote stock outstanding and it is not held by management or family, that high vote makes it easier to take over the company,`` Miles said.

``You can see how Agere is vulnerable with this second class of high-vote shares. If some other company bought the shares, it would have the majority of the votes and all of a sudden it would be in control.``

With the new ability to issue large amounts of stock, Agere could potentially issue new shares of class A stock to raise money to buy back class B stock, Miles said. It could, alternately, convert the B shares to fractional A shares.

Zhao said she does not think Agere will get rid of the B shares soon. Agere spokeswoman Vibha Agrawal said the company does not have any immediate plans to change the two-class structure.

But several experts see no reason for Agere to keep both classes.

``It seems really logical to unify the shares,`` Harmon said.

In the two years since the spinoff, Agere has fulfilled the promise of separating from Lucent by winning business from other telecommunications equipment-makers such as Nokia and Nortel Networks. Lucent is no longer Agere`s biggest customer and in fact it does not contribute even 10 percent of its former division`s revenue.

Dismal stock returns

A company that is spun off typically enjoys strong stock returns for years after the separation, Miles of Penn State said.

Not so with Agere. Since its IPO more than three years ago, Agere has ridden a roller coaster. Its stock now trades at one-third of its IPO value. In the last three years, it has at times traded below $1, jeopardizing its listing on the New York Stock Exchange. The stock rebounded in October after the company declared its first profit but has since sunk to 52-week lows.

Agere became a publicly traded company during a general economic recession and at the heart of one of the worst semiconductor downturns in the sector`s history. It was saddled with $2.5 billion in debt. To stay alive, it laid off thousands of people, shuttered plants and sold off product lines.

``This sounds like sent them off in a lifeboat and said `Good luck,``` Miles said.

Agere`s shares have been trading below $3 on and off for the past year. The company decided not to pursue a reverse stock split, a move some analysts continue to question.

A reverse stock split would have boosted the value of the shares while reducing their number.

For the time being, Agere has two classes of shares that ended trading Thursday at $2.41 for class A and $2.29 for class B. But now it can make more of its own decisions about those shares.


Und ? Wer hat sich getraut und den Einstand verbilligt ???

Nun - ich bisher nicht ! Hatte eine andere "Baustelle" ;)

LL+P - Jetok :cool:
Agere gibt bei W-CDMA-Basisband das Tempo vor


von John Walko
CommsDesign.com
June 7, 2004 (10:00 a.m. GMT)

LONDON — Schon früh hat sich Agere Systems an die Spitze des Markts für Basisband-Chips gesetzt, die W-CDMA nach den Spezifikationen der dritten Mobilfunkgeneration (3G) unterstützen. Doch laut dem jüngsten Bericht von Strategy Analytics es ist unwahrscheinlich, dass der Chiphersteller künftig seinen Marktanteil von 36 Prozent halten kann.

"Wir rechnen damit, dass Texas Instruments die Führung übernimmt, sobald deren langfristiger Mobilfunkpartner Nokia seine 3G-Handys auf die Reihe bekommt", erklärt Stephen Entwistle, Vice President of Strategic Technologies Practice bei dem Marktforschungsinstitut.

Der zweite Platz bei W-CDMA/GSM-Basisband-Chips gehört dem Bericht zufolge Motorola, gefolgt von STMicroelectronics. Einige Unternehmen, die bereits früh in dem Markt tätig waren - darunter Infineon Technologies, Philips Semiconductors und National Semiconductor -, konnten ihre Chips nur schwer zur Marktreife bringen. Als Grund nennt der Bericht "unvorhergesehene Probleme", die entweder zur Einstellung von Entwicklungsprojekten oder zur Verschiebung der Markteinführung führten.

Laut dem Bericht ist bei einem 3G-Handy das Basisband nicht nur der technisch anspruchvollste Bereich, sondern aufgrund der Komponentenkosten auch der teuerste. Viele Anbieter müssten dennoch im nächsten Jahr auf den Markt kommen oder würden sonst "riskieren, eine strategische Position in diesem Schlüsselmarkt zu verpassen".

Jede Verzögerung bei den etablierten Anbietern schafft wahrscheinlich Raum für innovative Basisband-Lösungen von Unternehmen wie Zyray Wireless und Qualcomm.

"Die strategische Partnerschaft mit einem Handy-Hersteller ist vermutlich der beste Weg zum Erfolg für neue Marktteilnehmer oder kleinere Anbieter", so Entwistle. Dennoch warnt der Bericht: TI, Motorola, Agere und Qualcomm haben bereits verbesserte Chips für 3GSM in der Mache. Und deren Entwicklungskosten werden neuen Anbietern allein aufgrund der finanziellen Möglichkeiten zunehmend den Weg in den Markt versperren.

Ageres frühzeitiger Erfolg beruht größtenteils darauf, dass sein Basisband-Chip speziell für Handys von NEC ausgelegt ist. Diese Handys kommen in den drei europäischen Netzen von Hutchison zum Einsatz.

Freescale Semiconductor verdankt seinen zweiten Platz vor allem den 3G-Motorola-Handys, die mit seinen Basisband-Chips bestückt sind.

LL+P - Jetok :cool:
AGERE SYSTEMS DELIVERS RF POWER TRANSISTORS TO KOREAN COMMUNICATIONS AND DISPLAY EQUIPMENT LEADER DANAM

Danam power amplifier with Agere silicon to boost new Samsung CDMA systems in China, Indonesia and Australia

Agere completes build-out of RF Test and Measurements Lab in Seoul to provide local application engineering support to fast-growing Korean infrastructure systems firms

FOR RELEASE: WEDNESDAY, JUNE 9, 2004

FORT WORTH, TEXAS (International Microwave Symposium, booth 157) -- Agere Systems (NYSE: AGR.A, AGR.B) today announced that it is delivering radio frequency (RF) power transistor products to Danam Communications Inc. of Korea.

Danam is integrating Agere`s RF power products in high power amplifiers destined for CDMA basestation deployments by top Asian wireless communications carriers Shanghai Bell, PT Telekom, Mobile 8 and Hutchison Whampoa, the company said.

"Danam has been and always will be a technology-focused company with endless efforts in R&D. Quality is our number one focus," said Doo-Hun Choi, director of R&D for Danam. "As Korea`s largest power amplifier manufacturing facility capable of producing 150 40-watt HPAs per day, we needed to qualify an RF power transistor supplier that is fast, flexible and secure and capable of meeting our quality needs across the entire portfolio. Agere is that supplier."

Agere`s broad RF power portfolio covers every wireless communications operating frequency and modulation scheme. Agere has been providing service to Danam in the new Agere RF Test and Measurements Lab in Seoul, Korea, staffed by expert local field application engineers (FAEs). This state-of-the-art lab is capable of testing to the Korean PCS modulation scheme and all CDMA and WCDMA modulation schemes, as well as testing across various temperature conditions. The lab can also tune customer test fixtures on site, a highly specialized engineering service that ensures Agere silicon and the basestation power amplifier perform at their peak potential.

"Agere is honored to serve Danam with our innovative RF power solutions and local engineering lab," said Carlos Garcia, vice president and general manager of the Agere Analog Products Division. "The importance of providing Korea and Korean customers the best customer experience and ultra-high quality products is recognized at the highest levels of our corporation."

This year, Danam won the "Best Quality Management Award" from Samsung SDI, the technology-driven display and energy systems company of Samsung Group.

Agere is exhibiting its RF power portfolio at the International Microwave Symposium happening now in Fort Worth, Texas. IMS is a part of "Microwave Week," the world`s largest gathering of wireless communications infrastructure researchers, engineers and suppliers.

Visit Agere`s Web site at www.agere.com. Customers in the U.S. may also call the Agere Systems Customer Response Center at 1-800-372-2447. Customers in Canada may call 1-800-553-2448. Customers outside those countries may call 1-610-712-4323. Fax inquiries may be directed to 1-610-712-4106, or e-mail queries to docmaster@agere.com. Written inquiries should be sent to Agere Systems, Room 10A-301C, 1110 American Parkway NE, Lehigh Valley Central Campus, Allentown, PA, 18109, USA.

Agere Systems is a global leader in semiconductors for storage, wireless data, and public and enterprise networks. The company`s chips and software power a broad range of computing and communications applications, from cell phones, PCs, PDAs, hard disk drives and gaming devices to the world`s most sophisticated wireless and wireline networks. Agere`s customers include the top manufacturers of consumer electronics, communications and computing equipment. Agere`s products make personal broadband a reality, connecting people to information and entertainment -- at home, at work and on the road.
-------------------------------------------------------------------------
To unsubscribe click here
http://www.shareholder.com/visitors/unsubscribe.cfm?companyI…
@all
hi,
agere -a-
der kurs wurde in den letzten wochen regelrecht
nach unten geprügelt.
tief usd 1,--
plötzlicher rebound auf usd 1,27 heute 20-15h .
in -2-handelstag 27%!!:eek::eek:
denke dass die big boys den kurs gezielt
nach unten gepusht haben.
hatte die gelegenheit genutzt und meine einstandskurs
zu drücken.
die zahlen für das letzte -Q- waren desolat.
jedoch ein abstieg von USD 4,14 azf USD 1,00
etwas heavy ?!!??:confused::confused:
was denkt ihr.
gruss lion37
Der Ausblick ist absolut nicht vielversprechend !

Ich persönlich rechne nun mit einem Reverse-split und in diesem Zusammenhang eine ähniche Entwicklung wie bei Ariba !

Nicht daß man Argere mit der Klitsche Ariba vergleichen könnte, aber der Markt lotet halt die möglichen Tiefs aus !

Wünsche allen bei der Erholung (Technik !) ein glückliches Händchen !
hi,
der kurs von agere sys inc hat sich
anscheinend gefangen,
nach dem totalem
absturz auf ca. usd 1,00 hat sich
der preis nun auf usd 1.20-1.30 eingependelt.
schaun mer mal wies weitergeht.
allen die long sind.......viel glück.
gruss lion37:cool:
ich bin seit 1,36$ dabei - nur um hier mal wieder die spinnweben zu entfernen:D




auch nicht mehr ganz neu - würde dazu aber gerne eure Meinung hören:

Agere to debut data transport chips
By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 4:27 PM ET Nov. 15, 2004
E-mail it | Print | Alert | Reprint | RSS

Repeats story from Nov. 5 to correct the number of Fast Ethernet units already installed.

SAN FRANCISCO (CBS.MW) -- Agere Systems will debut two networking chips Monday devoted to Gigabit Ethernet, a technology that helps shuttle information quickly around the Internet.

Agere`s (AGR.A: news, chart, profile) newest products mark its most significant attempt yet to break into the Gigabit Ethernet market against entrenched competitors Broadcom (BRCM: news, chart, profile), Marvell Technology (MRVL: news, chart, profile) and Vitesse Semiconductor (VTSS: news, chart, profile).

The new chips are used in networking switches sold by equipment manufacturers. Such switches filter and forward packets of information across the Internet. Allentown, Pa.-based Agere makes networking chips used for data storage, wireless and computing applications.

The company has set a goal to capture 2 percent of the Gigabit Ethernet chip market in 2005 and 10 percent in three years, said Ed Roberts, general manager of Agere`s Ethernet division.

Agere has lined up two major Asian design companies, Accton Technology and Delta Networks, to use the new chips. Accton and Delta`s customers include 3Com (COMS: news, chart, profile), Hewlett-Packard (HPQ: news, chart, profile) and Nortel Networks (NT: news, chart, profile).

Gigabit Ethernet technology can transfer data at a rate of 1,000 megabits per second, compared with Fast Ethernet, which has a transfer rate of 100 megabits per second, and Ethernet, which transfers data at 10 megabits per second.

Most networks operate on Ethernet or Fast Ethernet technology with a transition currently under way to Gigabit Ethernet.

Agere said its chips are different from competitors` offerings because they`re more highly integrated, which reduces costs and power consumption.

Its newest chip, the ET4001, can accommodate 48 data ports and works in conjunction with its other new chip, the TruePHY ET1081.

A circuit board for a switch would only need seven Agere chips, compared with 17 comparable chips from competitors, according to the company.

"This certainly is significant for Agere," said Seamus Crehan, a research director at Dell`Oro. "They haven`t had that big of a presence in the Gigabit Ethernet market yet, and they`ve made a number of acquisitions to help them get the teams and technologies to make this happen."

The chips come out of Agere`s purchase in August 2003 of Massana for $26 million, as well as the January buy of TeraBlaze for $21 million. Roberts said his Ethernet team now has about 200 employees.

He added that Agere will get revenues from the chips this quarter, but wouldn`t be more specific beyond his market share targets.

Crehan said these chips address an installed base of 450 million units of Fast Ethernet ports, all of which have the potential to be replaced by Gigabit Ethernet.

Lower cost components will help speed the adoption of Gigabit Ethernet, the researcher added. "If they get less than two times per port on a like-for-like device, that should trigger strong adoption."

Likewise, analyst Roy Rubenstein with RHK Research, a consultancy and boutique investment bank, said Gigabit Ethernet is the place to be right now for chips used in networking switches.

The number of ports that Agere is addressing through one chip is a significant jump in capability for the market, he added, and others are moving in that direction. "There are a lot of players jockeying for position right now," Rubenstein said.


Chris Kraeuter is a reporter for CBS.MarketWatch.com in San Francisco.


schaunmer mal ;)

grüßle

blue
@blue.bird
in agere sys war ich bis heute investiert!
habe den heutigen kurssprung genutzt um meinen
bestand heute wieder verkauft USD 1,60, habe die
geduld verloren, jedoch froh meinen einsatz wieder
eingespielt zu haben.
bin mal gespannt wieder die aktie sich weiter
entwickelt.
denke jedoch der heute kurssprung war nur eine
reaktion auf das up-grade:cool::cool:
gruss lion37


Beitrag zu dieser Diskussion schreiben


Es handelt sich hier um eine ältere Diskussion, daher ist das Schreiben in dieser Diskussion nicht mehr möglich. Bitte eröffnen Sie hier eine neue Diskussion.