Agere Systems nach den Quartalszahlen - 500 Beiträge pro Seite

[BeWu]

Da mein letzter Thread nicht mit der Aktie verlinkt ist, mache ich noch einen Anderen auf.
Agere veröffentlichte heute Quartalszahlen, nachdem der Kurs bereits gestern bei großen Umsätzen gestiegen war. Die Zahlen können sich durchaus sehen lassen:eeka der Titel total überverkauft ist - schaut euch mal den Abstand zur 200-Tage-Linie an, schreit das gerade nach einer Gegenbewegung
http://http://biz.yahoo.com/prnews/040721/phw005_1.html
Mal gespannt wie die Nasdaq heute auf die Zahlen reagiert!!

[BeWu]

Die Verlinkung klappte nicht, also probier ich`s mal so:



Agere Systems Reports Results for the Third Quarter of Fiscal 2004
Wednesday July 21, 7:07 am ET
-- Revenues increase 9 percent over the year-ago quarter, 7 percent sequentially
-- Company is profitable with GAAP net income of $2 million, and pro forma net income of $12 million, reversing losses from year-ago quarter
-- Company reports fourth consecutive quarter of positive cash flow from operations
-- Agere reorganizes businesses to simplify structure and focus on four key markets


ALLENTOWN, Pa., July 21 /PRNewswire-FirstCall/ -- Agere Systems (NYSE: AGR.A - News, AGR.B - News) today reported that revenues for the third quarter of fiscal 2004, ended June 30, were $495 million, up 9 percent over the year-ago quarter, and 7 percent sequentially, driven by growth in sales of chips for mobile phones and wireless infrastructure, as well as an increase in revenues from intellectual property licensing.
(Logo: http://www.newscom.com/cgi-bin/prnh/20040618/AGERELOGO )
The company`s Infrastructure Systems business reported revenues of $146 million, up 11 percent from the year-ago quarter and 14 percent sequentially. The company`s Client Systems business reported revenues of $349 million, up 8 percent from the year-ago quarter, and 4 percent sequentially.

The company reported a GAAP net income of $2 million or breakeven per share, compared with the year-ago net loss of $78 million or $0.05 per share. March quarter net income was $74 million, or $0.04 per share, including an $82 million tax benefit.

The company reported a pro forma net income of $12 million, or $0.01 per share, compared with a pro forma net loss of $74 million, or $0.04 per share in the year-ago quarter. In the March quarter, the company reported a pro forma net income of $83 million, or $0.05 per share, including an $82 million tax benefit.

Pro forma net income excludes gain or loss from the sale of, and income or loss from, discontinued operations; net restructuring and other charges; purchased in-process research and development charges related to acquisitions; amortization of acquired intangible assets; net gain or loss from the sale of operating assets and cumulative effect of an accounting change.

The company reported its fourth consecutive quarter of positive cash flow from operations, less capital expenditures, generating $8 million in the June quarter. The company reduced its total debt by $15 million sequentially, while also improving cash and cash in trust by $6 million to $785 million.

"We grew our revenues, increased our gross margins and reported another quarter of profitability," said John Dickson, president and CEO, Agere Systems. "We posted our strongest quarter of revenues from chips for mobile phones, and also saw good growth in chips for wireless infrastructure. As we had indicated previously, our storage sales were impacted by pricing and customer inventory issues; however, we remain the number one supplier of chips for hard disk drives and well-positioned to grow in both desktop and one-inch portable drives."

Agere Reorganization

The company also announced it will simplify its organization structure to focus more sharply on its four key markets: mobility, storage, enterprise and networking, and telecommunications. The four business divisions will report directly to Dickson, eliminating the Infrastructure Systems and Client Systems structure, which removes a layer of management.

The Mobility division, which will include the company`s mobile phone, Wi-Fi, voice over IP and mobile entertainment device ICs, will be led by Luc Seraphin, who has spearheaded the company`s growth in mobile phones. The Storage division will continue to be led by Joe O`Hare, who has expanded Agere`s storage IC leadership into one-inch drives. Enterprise and Networking will include custom solutions, modem ICs and computer I/O products and will be led by Necip Sayiner, who has successfully grown the company`s custom silicon business. Telecommunications, which will include all standard solutions for wireless and wireline infrastructure, will be led by Denis Regimbal, who has extensive experience in programmable devices and DSPs.

Concurrent with the organization change, Sohail Khan, who led the Infrastructure Systems Group, will assume a new role as Chief Strategy and Development Officer. His team will provide strategic support across the businesses, including identifying new business opportunities and developing technology platforms that can be leveraged across different applications. Ron Black, who led the Client Systems Group, is leaving Agere to pursue other business interests.

"Simplifying our structure will ensure we are better aligned to pursue the market segments with the most growth potential," said Dickson. "It also will improve how we engage with customers, develop technology platforms across applications and deliver products."

Product and Customer Highlights

Recent company highlights include:

-- Introduction of Unbreakable Access(TM), a new network processor
technology for improving quality of service in Voice-over-IP telephony
via broadband access systems. This technology was co-developed with
global communications carrier British Telecom and endorsed by
networking equipment leaders Marconi and Fujitsu.
-- Announcement that power amplifier maker Danam Communications Inc. of
Korea is using Agere`s RF Power solutions in Samsung`s CDMA
basestations, which will be deployed by Shanghai Bell, PT Telekom,
Mobile 8 and Hutchison Whampoa.
-- Introduction of two breakthrough system-on-a-chip (SoC) product
families for existing and next-generation access and broadband network
systems. The Datamapper(TM) and MARS(TM) T-PHY are the industry`s
most integrated mapper and framer chips, respectively. Several
leading equipment manufacturers have selected these chips for access
and metro equipment platforms.
-- Introduction of a new Gigabit Ethernet controller, the industry`s
first native PCI Express MAC+PHY device. This chip provides PC makers
with PCI Express compatibility, significantly lower power consumption,
smaller packaging and better design-in and software support.
-- Introduction of a suite of new hard disk drive (HDD) chips
specifically tailored to meet the performance requirements of
individual storage applications, including portable devices. In
addition, Agere is developing a new hard disk controller that will
enable highly integrated, lower cost storage solutions.
-- Announcement that Cornice is using Agere`s low-power read-channel in
the company`s 2.0 gigabyte storage device.
-- Introduction of the WaveLAN(TM) 802.11g mini-module for personal
digital assistants (PDAs), media players, Smartphones, handheld video
game devices, digital cameras and camcorders. This module sets the
industry benchmark for power consumption.


Outlook

In the September quarter, the company expects to report revenues in the range of $420 million to $445 million. The majority of the sequential decline is related to 3G chipsets, with some additional decreases in wireless infrastructure and intellectual property licensing revenues. The company expects both GAAP and pro forma results to be in the range of breakeven to a loss of $0.02 per share.

"Our forecast for the September quarter is primarily linked to issues at three major customers," said Dickson. "We firmly believe that the markets we are pursuing -- storage, mobility, enterprise networking and wireless and wireline infrastructure -- will drive growth for Agere moving forward. We are confident that we have the product leadership and customer relationships for success in these markets."

Earnings Webcast

Agere Systems will host a conference call today at 8:30 a.m. EDT to discuss its financial results and outlook. To listen to the conference call via the Internet, visit http://www.agere.com/webcast. Subsequent to the conference call, a replay will be available at the same web address.

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 connect people to information and entertainment at home, at work and on the road -- making personal broadband a reality.

This press release contains forward-looking statements based on information currently available to Agere. Agere`s actual results could differ materially from the results stated or implied by these forward-looking statements due to a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, our ability to keep pace with technological change, our 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, 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, and our quarterly report on Form 10-Q for the period ended March 31, 2004. 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.

[graue eminenz]

super tipp habe noch einige davon (damals aus dem lucent spin off)

[BeWu]

Tja, so kann man sich täuschen. Trotz wirklich nicht schlechter Quartalszahlen schmiert der Wert heute in Amerika um 30 % nach unten ab!!! Der Grund hierfür ist der leicht negative Ausblick für das 4. Quartal!!
Agere Forecast Disappoints, Stock Plunges
Agere Stock Tumbles After Chip Maker Projects Earnings Well Below Wall Street Estimate

The Associated Press



ALLENTOWN, Pa. July 21, 2004 — Shares of Agere Systems Inc. plunged Wednesday as the chip maker projected earnings below Wall Street estimate.
In midday trading, shares of Agere had skidded 50 cents, or 29 percent, to $1.25 on the New York Stock Exchange.





For the fiscal fourth quarter, which end Sept. 30, the company expects revenue of $420 million to $445 million, down from the previous quarter because of slower sales of chipsets and decreases in wireless infrastructure and intellectual property licensing revenue.

The company sees results of a loss of 2 cents a share to break-even for the quarter.

Analysts have been looking for fourth-quarter earnings of 2 cents a share and revenue of $535 million.

The Allentown-based company reported a narrow profit for the third quarter, ended June 30, helped by sales of chips for mobile phones and wireless technology.

It posted net income of $2 million, breaking even on a per-share basis, up from a loss of $78 million, or 5 cents a share, a year ago.

Wall Street expected the company to report earnings of 1 cent a share in the quarter, based on a Thomson First Call survey.

Third-quarter revenue rose 9 percent to $495 million from $456 million.

Agere makes components for communications networks and chips for communications and computer equipment.


Dafür wird der Agere heute regelrecht geschlachtet, und das bei Megaumsätzen von über 56 Mill. gehandelter Aktien. So etwas habe ich schon lange nicht mehr erlebt und es bestätigt mich in meiner Einschätzung, dass die Börse im Augenblick nicht mehr rational reagiert. Manchmal frage ich mich, ob da nicht ein paar mächtige Finanzadressen die gereizte Stimmung gnadenlos ausnützen.

[graue eminenz]

nach diesem sell-off habe ich mal zu 90cent das stück aufgestockt, mal sehen, ob wir die 1,50 binnen 6 monaten wiedersehen

[reno11]

Und sie schmiert weiter ab!

Ich befürchte, sie wird noch unter 0,80 runter kommen...
Aber dann heißts zugreifen!

Mfg
Rene

[BeWu]

Agere heute bei Riesenumsätzen + 13 %!!! Vielen Shorties wurde es offensichtlich zu heiß Die nächsten Tage werden spannend: Hält der Trend an oder war es nur eine technische Reaktion?

[BeWu]

Der upmove war wohl doch keine Eintagsfliege!
Heute gegen 17 Uhr MEZ in Amerika bereits fast 2 Mill gehandelte Aktien und +6,65%

[BeWu]

um 17 Uhr 59: Umsatz knapp 4 Mill, +10,5%
Anscheinend interessiert das nur mich?

[graue eminenz]

heute wieder über 1 ????

[graue eminenz]

jawollo

[graue eminenz]

Haaaaaaallllooooooo !!!! noch jemand hier ?????
... ich auch nur noch bis 1,5

[BeWu]

Schlechte Nachrichten für agere:
Agere streicht Stellen, Sonderbelastungen in Höhe von 360 Mio. Dollar

Der amerikanische Spezialchip-Hersteller Agere Systems Inc. kündigte am Mittwoch den Abbau von insgesamt 500 Stellen sowie die Schließung eines Werkes in Florida an. Konzernangaben zufolge erfolgen die Rationalisierungsmaßnahmen aufgrund der schleppenden Absatzzahlen. Der auf die Herstellung von Chips für Mobiltelefone spezialisierte Konzern beschäftigt derzeit weltweit insgesamt 6.600 Mitarbeiter.

Agere begründete die Absatzprobleme bei Mobilfunkchips damit, dass Hersteller von Mobiltelefonen bei der Produktion verstärkt auf noch bestehende Lagerbestände zurückgreifen und somit auf neue Orders verzichten. Im Rahmen der Restrukturierungsmaßnahmen wird Agere Sonderbelastungen in Höhe von bis zu 360 Mio. Dollar hinnehmen müssen. Im vierten Quartal wird der Konzern in diesem Zusammenhang außerordentliche Belastungen in Höhe von 130 bis 140 Mio. Dollar verbuchen. Der Rest soll in die nachfolgenden Quartalsergebnisse einfließen.

Die Aktie von Agere notiert aktuell an der NYSE mit einem Minus von 1,75 Prozent bei 1,12 Dollar

[graue eminenz]

der makler in frankfurt ist ein dreckiger hundesohn schaut euch mal die kursstellung an, der arsch ist mit dem geldkurs immer 5% schlechter als wechselkursbereinigt an der nyse vielen dank, du sau

[Amphibie]

@ graue eminenz
Was solls?

[amorphis]

@eminenz...dann order halt über münchen...die stellen dir den kurs der heimatbörse!

[MrRipley]

ich habe noch Agere-Anteile im Hinterkommabereich aus dem Spinoff von Lucent.

Was soll ich machen