VA Linux Systems Inc. (Chart)...gute Quartalsergebnisse? - 500 Beiträge pro Seite

[Lindwurm]

VA Linux Systems ( LNUX / 929398)

Unternehmensbereich :

VA Linux Systems, Inc. is a provider of integrated Linux-based solutions, offering a single point of contact for all Linux systems, software and service needs, including the operation of Linux-focused web sites. For the three months ended 10/29/99, net revenues totaled $14.8 million, up from $2.4 million. Net loss applicable to Common totaled $15 million, up from $97 thousand. Results reflect introduction of a new Internet server product, offset by increased personnel expenses.

Chartanalyse (die als Entscheidungshilfe, keinesfalls jedoch als Empfehlung dienen sollte!)



1) Widerstands- bzw. Unterstützungslinien

VA Linux befand sich seit seinem IPO Anfang Dezember in einem stetigen Abwärtstrend. Seit Anfang Februar 2000 konnte dieser Trend meiner Meinung nach ein wenig abgeflacht werden. (grüner Pfeil). Dieser Bereich, von mir als „trendneutral“ bezeichnet ist dadurch bedingt, dass der Kurs nun schon zweimal an der Unterstützungslinie von ca.107$ abprallen konnte und nun wieder in Richtung Widerstandslinie von ca. 137$ unterwegs ist.
Linie 1 markiert einen dezenten Anstieg, bestätigt durch einen 12%-igen Intraday-Anstieg am 22.02.00. Gestern wurde auch die 107$-Linie erfolgreich als Unterstützung bestätigt. (ein schwaches aufsteigendes Dreieck ist zu erkennen.)

2) MACD, Stochastik und das Momentum

Die Stochastik befindet sich derzeit in einem neutralen Teil (50), verläuft aber in Aufsteigender Richtung. Wichtig ist es, dass die Stochastik nicht wie so oft, in dieser Höhe „bricht“ und umkehrt.
Die MACD-Linie befindet sich derzeit auf einer sehr tiefen Marke von –17, ist aber seit einigen Tagen in Richtung der 0-Linie unterwegs. (zu beachten ist jedoch, dass sich die Aktie immer noch im „Trendnegativen“ Bereich aufhält, den Begriff „Trendneutral“ verwende ich persönlich dann, wenn ein postiver „Crossover“ stattgefunden hat.)

Ich habe diese Aktie aus folgenden Gründen heute um 117 Euro gekauft:

http://finance.yahoo.com/q?s=lnux&d=1d

a) Der gestrige Intraday-Chart (+12%, siehe Intraday-Chart von Yahoo)
b) Die Ankündigung der Quartalsergebnisse von VA-Linux am Donnerstag, den 24.02.00 (die vielleicht besser ausfallen dürften als erwartet)

Zugegeben, die Beweggründe sind vielleicht auf kurze Sicht spekulativ und „dürftig“, doch auch lägerfristig sehe ich ein Durchbrechen der 107$-Linie als nicht sehr wahrscheinlich. Das Chance-Risiko Verhältnis ist also für mich ein weiterer postitiver Punkt gewesen, diese Aktie zu erwerben.

+Grüsse

[Lindwurm]

Hoppla, da scheint ja was schiefgelaufen zu sein!.

Ich würde diejenigen, die Interesse an der Aktie haben bitten, in diesem Thread hier zu posten.

Danke
+Grüsse

[Lindwurm]

Wednesday February 23, 9:45 am Eastern Time
Company Press Release

HomePage.com Selects VA Linux Systems for Rapidly Growing Internet Infrastructure

SUNNYVALE and LOS ANGELES, Calif.--(BUSINESS WIRE)--Feb. 23, 2000--
Customizability and Power of VA Linux Servers Enable HomePage.com to Scale to 900,000 Users in Nine Months

VA Linux Systems, Inc. (Nasdaq: LNUX - news) today announced that HomePage.com, the leader in the corporate market for home page services, has selected VA Linux to provide Linux servers and installation services for its rapidly growing Internet infrastructure. HomePage.com, an idealab! company, has grown to 900,000 users in a period of nine months.

HomePage.com selected VA Linux Systems` FullOn[tm] 2x2 rackmount servers to meet the demands of its rapidly expanding user base. The FullOn 2x2 servers are designed by VA Linux Systems to provide a scalable high-density 2U (3.5``) rackmount solution, optimized for Internet applications.

HomePage.com`s infrastructure currently includes dozens of Linux systems, which run simple, robust HomePage.com tools that take advantage of the reliability and flexibility of the Linux operating system. HomePage.com`s business customers include high-profile sites such as About.com, Hollywood.com and AOL`s ICQ, which rely on HomePage.com`s ``HomePage Engine``(sm) to help provide home page services to their customers.

``The open source model gave us access to the raw essentials of the Linux operating system. With access to the core, we have been able to customize a simple, powerful and incredibly scalable solution,`` according to Ari Schindler, vice president of partner development at HomePage.com. ``It has been a very cost-effective way to start small and expand as aggressively as we need to. Plus, VA Linux hardware and the support of their professional services team has enabled us to build a highly reliable product even during our steepest period of growth.``

+Grüsse

[Lindwurm]

Hallo an alle,

Der "Dreieckstrend" bei LNUX hat sich gestern deutlich bestätigt, LNUX schloss bei 127,125$ (+6,83%).

.. und noch was wichtiges:

VA Linux Systems, Inc. will broadcast its quarterly earnings conference call on Thursday, February 24, 2000 at 4:30 PM EST.

Die Ergebnisse kommen zwar erst nach Börsenschluss, eine kleine Tendenz dürfte jedoch in den letzten Börsenstunden durchaus bemerkbar sein.

+Grüsse

[Lindwurm]

Hallo an alle,

Thursday February 24, 4:22 pm Eastern Time
Company Press Release

VA Linux Systems Reports Record Second Quarter Revenue

SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 24, 2000--VA Linux Systems, Inc. (Nasdaq:LNUX - news) today reported record results for its second quarter which ended January 28, 2000.

Revenues for the second quarter were $20.2 million, up 537% from the same quarter of the prior year, and up 36% from the prior quarter. Revenue from Professional Services, of $300,000 represented 1.5% of total revenue. According to IDC, shipments of Linux operating systems during calendar 1999 grew 93%, more than four times faster than shipments of any other software operating system.

..der komplette Artikel unter:

http://biz.yahoo.com/bw/000224/ca_va_linu_1.html

+Grüsse

[Mr Moneypenny]

Hallo

VA Linux konnte seinen Umsatz um 537% auf $20.2 Mio. steigern. Der Verlust betrug, einmalige Kosten in Höhe von $4.2 Mio. ausgeklammert, $8.4 Mio oder 36 cents je Aktie Verlust. Im Vorjahresquartal lagen diese einmaligen Kosten bei $371,000, und der Verlust, die einmaligen Kosten ausgeklammert, bei $1,4 Mio oder 26 cents je Aktie Verlust.
Im Januar 2000 wurde die Open-Source-Projektplattform SourceForge gestartet und gewann bisher 13,000 Entwickler, die dieses Center benutzen. Zusammen mit nVidia und SGI konnten Kooperationen eingegangen werden, die darauf abzielen, Grafikfunktionen in Linux-Systemen zu verbessern.

Quelle: http://www.boersen-focus.de


Viele Grüße

Mr M

[Lindwurm]

VA Linux posts larger loss but revenues jump
THURSDAY, FEBRUARY 24, 2000 8:34 PM
- Reuters

SAN FRANCISCO. Feb 24 (Reuters) - VA Linux Systems Inc. (NASDAQ:LNUX), which develops computer software and services that run the upstart Linux operating system, on Thursday posted a loss for its initial quarter as a public company but topped expectations with revenues six times higher than a year ago.

VA Linux, which went public in December with a record-setting first-day percentage gain of almost 700 percent, posted a net loss of $11.6 million, or 50 cents a diluted share, for its second quarter ended Jan. 28. That compares with a loss of $1.8 million, or 44 cents, on a smaller number of shares outstanding, in the corresponding quarter a year earlier.

On an operating basis, Sunnyvale, Calif.-based VA showed a loss of $8.4 million, or 36 cents a share, excluding deferred compensation charges of $4.2 million associated with stock options issued for recruiting and marketing. The company also had a one-time, non-recurring charge of $1 million for consulting fees paid in stock before the IPO.

According to First Call/Thomson Financial, the consensus estimate among analysts was a loss of 21 cents a share, but analysts and the company both said the First Call estimate was compiled using about 38 to 40 million shares outstanding. The actual number of shares outstanding was 11.6 million in its fiscal second quarter.

"There is a lot of the point-and-click crowd out there(...damit meint er warscheinlich uns, oder?) that saw the (net loss) of 50 cents and said, `Oh they missed the number,`" said Walter Winnitzki, an analyst with Chase Hambrecht & Quist. "The earnings were right where they should be...The quality of those sales is really good to see."

In after-hours trading, VA Linux shares were trading at around 119-13/4, slipping from their closing price of 124-3/4, down 2-3/8 on the Nasdaq. The results were released after the regular U.S. trading ended.

"We beat analysts` estimates on revenue, we beat estimates on gross margins and we were consistent with estimates for expenses," VA Linux founder and chief executive Larry Augustin said in a phone interview. "Linux is growing fairly strong and we are growing faster than Linux."

In the quarter, new customers accounted for 49 percent of total revenues, including companies such as NetLedger Inc., Vstream, Abba Technologies and Cnet Inc.

VA said services accounted for 1.5 percent of revenues in the second quarter, up from 0.2 percent in the first quarter. Executives on the conference call said they expected services to represent about 5 percent of revenues in the third quarter, based on the current backlog of orders.

"Their services business is really starting to have momentum," Winnitzki said.

Linux is a version of the Unix operating system developed by Finnish programmer Linus Torvalds and is maintained by a far-flung group of programmers.

((San Francisco Bureau, 415/677-2542))

.. also, was soll uns das sagen?:

Der Kurs ist nachbörslich kurzfristig auf 115$ gefallen, befindet sich derzeit aber wieder auf 122$. War diese Preisreaktion unbegründet, wird der Anstieg heute andauern?.

.. warten wir mal ab!

+Grüsse

[Lindwurm]

Friday February 25, 9:32 am Eastern Time
Company Press Release

Corel To Headquarter Application Print Services Library Development on VA Linux Systems` SourceForge

Corel Corporation (NASDAQ:CORL - news; TSE:COR - news) today announced it has agreed to host the development of its open source application print services library on VA Linux Systems` SourceForge(tm), the world`s largest open source development center. The project will add value to the existing Open Source Printing Project already underway on SourceForge at http://printing.sourceforge.net.

``By working with VA Linux Systems and the open source community, we are helping to make advanced printing on Linux a simple point-and-click process,`` said Dr. Michael Cowpland, president and chief executive officer of Corel Corporation. ``We look forward to working alongside VA Linux Systems and the greater open source community as we pursue the exciting development of printing capabilities on Linux.``

VA Linux Professional Services is working with Hewlett-Packard Company, the open source community and other industry partners, to develop enterprise-class printing solutions for use in Linux and Samba printing environments. More information on the Open Source Printing Project is available at http://printing.sourceforge.net.

+Grüsse

[Lindwurm]

Sind die Ergebnisse doch über den Erwartungen?

VA Linux revised its second-quarter results, released yesterday. The company posted a revised loss of 20 cents a share, a penny narrower than the four-analyst estimate and smaller than the year-ago pro forma loss of 26 cents. VA Linux said the original figure it posted included deferred compensation charges and other noncash charges. The earlier news sent the stock down 11 3/4, or 9.4%, to 113 in regular trading today.


VA Linux Systems Earnings for Second Fiscal Quarter Beat Analyst Estimates, Contrary to Published Reports
FRIDAY, FEBRUARY 25, 2000 9:36 PM
- BusinessWire

SUNNYVALE, Calif., Feb 25, 2000 (BUSINESS WIRE) -- VA Linux Systems (Nasdaq:LNUX) announced that its earnings per share for its second quarter ended Jan. 28, 2000 which were reported on Thursday, Feb. 24, 2000 actually beat analysts` expectations, contrary to published reports.

Excluding deferred compensation and other non-cash charges and calculated on a pro-forma basis, consensus earnings per share estimates from First Call were ($0.21), while VA Linux`s actual earnings per share were ($0.20) beating analyst estimates by a penny per share.

Basic and diluted net loss per share of ($0.50) and pro-forma basic net loss per share of ($0.36), as reported by VA Linux on Thursday, included deferred compensation and other non-cash charges.

+Grüsse

[Lindwurm]

Kurse der deutschen Börsen, 28.02.00, 12.20h

Preisspanne: 120-125 Euro
Schluss USA: 113$

.. heute doch wieder up?

+Grüsse