Foundry Networks (FDRY) - 500 Beiträge pro Seite

[Dagekre]

Überlege ob Foundry Networks was ist. Was meint Ihr??


http://www.foundrynet.com

[farang03]

Ich war vor Ewigkeiten `mal drin, habe dann nach nem Aktiensplit alle raus gehauen und bin `rüber in Brocade. Überlege mir auch gerade, eine erste Position wieder auf zu bauen. Schreib` doch ruhig, wenn du gekaufst hast, vielleicht kann ich mich dann auch durchringen. Bye, H.

[honorar]

Ich glaube fest an die Erfolgsgeschichte. Derzeit befindet foundry im Niemandsland. Ich bin der Meinung, daß man diese Kurse auf jeden Fall zum Einstieg nutzen soll. Nach unten geht fdry nicht mehr wesentlich, nach oben ist der Weg aber sehr groß. Erste Widerstände sehe ich bei rund 13

Honorar

[farang03]

Na dann `mal Hand auf`s Herz, wieviele hast Du zu welchem Kurs? Bitte jetzt aber nicht das übliche Pusher-Gequatsche (10.000 zu 6,76). Bye, H.

[honorar]

Ich bin bereits länger investiert. Habe neulich zu 13 verbilligt und warte mit dem weiteren Nachkauf bis über 13

Honorar

[honorar]

Im "Der Aktionär" Ausgabe 44 vom 24.10. ist ein umfangreicher Artikel über foundry und ciena:

Chart: Nach einem Rücksetzer in die 5-Dollar-Zone hat sich die Foundry-Aktie wieder aufgerappelt. Der nächste Widerstand liegt bei 20 Dollar, danach wäre der Weg frei bis 90 Dollar

Fazit: Für beide Unternehmen gilt, was für den Internet- und Netzwerksektor allgemein gilt: Die Breitbandexpsosion wird mit hoher Wahrscheinlichkeit kommen, nur weiß niemand genau, wann. Attraktivität gewinnen beide Papiere durch den Kontakt zum chinesischen Wachstumsmarkt - ob sich daraus größere Projekte entwickeln, ist allerdings offen. Der Zeitpunkt für einen Einstieg ist günstig - noch sind die Aktien relativ preiswert, und das Verlustrisiko ist vergleichsweise gering. Trotzdem handelt es sich um spekulative Anlagen, die Risikobereitschaft voraussetzen.

Vieleicht hilft dieser Beitrag zur Entscheidung beizutragen?

Honorar

[criminal]

hi
bin heute eingestiegen
sieht gut aus

[honorar]

Noch einmal aus der Ausgabe vom "Der Aktionär":

Foundry

Die Kunden des Netzwerkausstatters Foundry sind überwiegend Unternehmen, die ihre eigenen Netze (LANs und WANs) betreiben, sowie Internet Service Provider. Allerdings gehören auch große Carrier wie neuerdings Chingwa Telecom und China Telecom zum Kreis der Abnehmer. Shanghai Telecom gab Anfang Oktober bekannt, man werde für die zweite Pahase des Ausbaus von Internet-Datencenter auf Switches von Foundy zurückgreifen, die sich in Phase eins bewährt hätten. Seit September bietet Foundry die Möglichkeit, mit Kupferkabeln Übertragungsraten im Gigabitbereich zu erzielen. Dies könnte in Regionen, die noch nicht faserverkabelt sind, eine neue Marktnische erschliessen.

Zahlen

Die Gewinnerwartngen für Ciena undFoundry wurden in den vergangenen Wochen nach unten korrigiert. Nach dem Durchschnitt der Analystenschätzungen mach Ciena in diesem Jahr 80 % mehr Gewinn als im Vorjahr. Nach einem Rückgang in 2002 soll 2003 wieder etwas mehr erwirtschaftet werden als 2001. Bei Foundry kommt der Einbruch bereits 2001 und fällt dramatischer aus - nach einem vorangegangenen Gewinnwachstum von 270 % kann dies aber kauf verwundern.

Mit Kurs-Gewinn-Verhältnissen von 34 bzw. 33 auf Basis der Gewinnerwartungen für 2002 liegen Chiena und Foundry in branchenüblichen Bereich. Selbst für die Netzwerkbranche extrem hoch erscheint die finanzielle Ausstattung beider Firmen, wobei Foundry eine astronomische Quick Ration von 10,25 und darüber hinaus einen Frendfinanzierungsanteil von null aufweist.


Übrigens wird es mir hier in Deutschland nicht gelingen, eine an der Nasdaq gehandelte Aktie zu pushen. Die Kurse werden drüben gemacht!

Aber trotzdem Seit Vorgestern mehr als 20 % Plus ist doch auch schon ganz gut, oder?

Honorar

[criminal]

Foundry Networks is No. 1 in Market Share in Layer 3 Fixed Configuration Ethernet Switch Port Shipments in North America According to Dell`Oro Group
Latest Industry Study Shows Foundry Networks Leadership Position With 35.3% Of Layer 3 Fixed Configuration Ethernet Switch Port Shipments In the North American Market
SAN JOSE, Calif.--(BUSINESS WIRE)--Dec. 6, 2001-- Foundry Networks®, Inc. (Nasdaq:FDRY - news), a performance and total solutions leader for end-to-end switching and routing, announced today that the company has captured the top position in overall Layer 3 fixed-configuration Ethernet switch port shipments in the North American market according to a latest survey conducted by Dell`Oro Group, a leading market research firm. The survey found that Foundry captured 35.3% of the North American market for overall Layer 3 fixed configuration Ethernet switch port shipments in the latest quarter ending September 30, 2001. The survey also found that Foundry holds the top position with a 36.6% market share in 100 Mbps fixed configuration Ethernet switch port shipments in the North American market.

``The market share report from Dell`Oro validates our technology, superior feature set, and price leadership in the fixed configuration Layer 3 Ethernet switch market in North America,`` said Bobby Johnson, president and CEO of Foundry Networks. ``The introduction of the FastIron 4802 with the JetCore ASIC chipset, and the rapid market acceptance of this new product are significant factors behind our market share achievements.``

Foundry announced the availability of the FastIron 4802 fixed configuration Ethernet switch in June 2001. The FastIron 4802 is the first switch built with Foundry`s new third generation JetCore ASIC chipset. Foundry`s FastIron 4802 Layer 2/3 switch was recently awarded PC Magazine`s distinguished Editors` Choice Award in the High-End Ethernet Switch category based on a variety of criteria including hardware design, manageability, features, scalability, and performance.

``The FastIron 4802`s comprehensive feature set was matched by its stellar performance, and the switch`s Web-based management interface is as much a pleasure to use as it is functional,`` said Frank J. Derfler, Jr., senior networking editor of PC Magazine. ``After 15 minutes with the FastIron 4802, all we could say was `wow!,``` said Matthew D. Sarrel, technical director of PC Magazine Labs. ``From its high-quality construction to its stellar performance and outstanding manageability, this is one serious switch.``

For more information regarding The Dell`Oro Group`s Layer 3 fixed-configuration Ethernet switching report visit their Web site at http://www.delloro.com.

About Foundry Networks

Foundry Networks, Inc. (Nasdaq:FDRY - news) is a performance and total solutions leader for end-to-end switching and routing including Layer 2/3 LAN switches, Layer 3 Backbone switches, Layer 4-7 Web switches and Internet routers. Foundry`s 3,750+ customers include the world`s premier ISPs, Metro service providers, and enterprises including e-commerce sites, universities, entertainment, health and wellness, government, financial, and manufacturing companies. Some of these customers include: AOL (NYSE:AOL - news), EarthLink, China Telecom, MSN (Nasdaq:MSFT - news), Verio, Cable & Wireless (NYSE:CWP - news), Yahoo! (Nasdaq:YHOO - news), Incyte Genomics, Inc. (Nasdaq:INCY - news), Deutsche Bank, The University of Washington, University of Miami, Institut National de Recherche en Informatique et en Automatique (INRIA) of France, The British Library, U.S. Army, Air Force and Navy, NASA and the National Space Development Agency of Japan. For more information about the company and its products, call 888/TURBO-LAN or visit www.foundrynetworks.com.

Note to Editors: Foundry Networks and FastIron are trademarks of Foundry Networks, Inc.



--------------------------------------------------------------------------------
Contact:

Foundry Networks
Michele Arnold, 408/586-1897
[e-mail]
or
Morgen-Walke
Jason Golz, 415/296-7383 (Investor Relations)
[e-mail]
Ron Heckmann, 415/439-4513 (Business Press)
[e-mail]
Chris Toth, 415/439-4503 (Business Press)
[e-mail]

[farang03]

Werde spaßeshalber ein Abstauberlimit von 10 in den Markt legen, mal sehen was mir der Weihnachtsmann so beschert. Bye, DL

[Dagekre]

Mal sehen was NASDAQ am Montag macht, aber ich denke ich werde eine kleinere Position nehmen.

[optical]

Foundry Reports Fourth Quarter Results
Company Reports 12th Consecutive Quarter of Pro Forma Profitability And 3rd Consecutive Profitable Year
SAN JOSE, Calif., Jan. 29 /PRNewswire-FirstCall/ -- Foundry Networks(TM), Inc. (Nasdaq: FDRY - news), today reported financial results for its fourth quarter ended December 31, 2001.

Net revenue for the fourth quarter of 2001 was $65.4 million, which compares to $74.7 million for the third quarter of 2001, a decrease of 12%. Pro forma net income, which excludes the one-time charges noted below, for the fourth quarter of 2001 was $1.0 million or $0.01 per diluted share, compared to pro forma net income of $2.5 million or $0.02 per diluted share for the third quarter of 2001.

Actual net loss for the fourth quarter of 2001, which includes expenses for the amortization of deferred stock compensation and one-time charges for items such as asset impairments, facilities consolidation, as well as inventory provisions associated with a major product transition and bad debt expense attributed to one specific account, was ($10.7) million or ($0.09) per diluted share, compared to net income of $1.9 million or $0.02 per diluted share for the third quarter of 2001. (See attached financial tables for reconciliation of GAAP and pro forma results.)

Revenues for the year ended December 31, 2001, were $311.2 million, which compares to revenues of $377.2 million for the year ended December 31, 2000. Pro forma net income for 2001 was $16.2 million or $0.13 per diluted share, compared to pro forma net income of $93.6 million or $0.74 per diluted share for 2000. Actual net income for 2001 was $2.9 million or $0.02 per diluted share as compared to $88.1 million or $0.69 per diluted share for 2000.

``We successfully achieved several notable milestones during 2001 in spite of the deteriorating economic environment,`` stated Bobby Johnson, President and CEO of Foundry Networks. ``Specifically, we strategically balanced our customer base between enterprise and service providers, we launched our next-generation technology -- Foundry`s JetCore ASIC chipset, we shipped and recognized revenue on the first industry standards compliant 10 Gigabit Ethernet products, and we finished 2001 with positive earnings for the third consecutive year. We also strengthened our balance sheet by generating approximately $30 million of cash from operations during 2001. With the introduction of our next-generation products and $275 million of cash on a debt-free balance sheet, Foundry is well positioned for the future industry recovery,`` concluded Johnson.

During the quarter, the Company paid approximately $15.0 million to repurchase 1.5 million shares of its common stock through open market transactions to conclude its stock repurchase program.

Conference Call

Foundry Networks will host a conference call today to further discuss these results at 2:00 p.m. PST. The call can be accessed via a webcast at www.foundrynetworks.com. A Web replay will also be available for approximately 90 days at this same Web address.

About Foundry Networks

Foundry Networks, Inc. is a performance and total solutions leader for end-to-end switching and routing including Internet routers, Layer 2/3 LAN switches, and Layer 4-7 Internet traffic and content delivery switches. Foundry has almost 4,000 customers including the world`s premier ISPs and enterprises, portals, search engines, e-commerce sites, and universities along with the leading entertainment, pharmaceutical, government, financial, and manufacturing companies. These customers include: AOL, AT&T WorldNet, MSN, Cable & Wireless, Yahoo!, Incyte Genomics, Inc., The U.S. Army, Air Force and Navy, NASA, The Institute of Directors, HM Treasury and The British Library. Headquartered in San Jose, California, Foundry Networks has European operations in the UK, France, Germany, Italy, Benelux and offices in the Middle East, Africa and Asia. For more information about the company and its products, call 1-888-TURBOLAN or please visit www.foundrynetworks.com.

NOTE: Foundry Networks, ServerIron, BigIron, FastIron, IronWare, and NetIron are trademarks of Foundry Networks, Inc. All other trademarks are the sole property of their respective holders.

Safe Harbor Statement

This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934 and is subject to the safe harbor created by that section. The forward-looking statements relate to statements made by the Company`s chief executive officer regarding the Company`s positioning for the anticipated future industry recovery. These forward-looking statements are subject to risks and uncertainties that could cause actual events or results to differ materially from those stated or implied by our forward looking statements. These risks and uncertainties include the risk that the Company`s next generation products may not be successful or that the anticipated industry recovery may not occur. As to other risks and uncertainties which pertain to the Company`s business, investors are cautioned to review the risks and uncertainties that are discussed in detail in the Company`s most recent Quarterly Report on Form 10-Q and most recent Annual Report on Form 10-K available from Foundry Networks or from the SEC at www.sec.gov.


FOUNDRY NETWORKS, INC.

PRO FORMA CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (A)
(in thousands, except per share data)
(unaudited)

Three Months Ended Year Ended
December 31, December 31,

2001 2000 2001 2000

Revenue, net $65,403 $105,111 $311,176 $377,156
Cost of revenue 31,484 39,477 148,841 134,330
Gross profit 33,919 65,634 162,335 242,826
Operating expenses:
Research and
development 8,703 7,971 33,290 27,499
Sales and marketing 20,094 23,066 90,308 67,753
General and
administrative 5,086 3,628 21,418 10,493
Total operating
expenses 33,883 34,665 145,016 105,745
Income from operations 36 30,969 17,319 137,081

Interest and other
income, net 1,555 3,211 8,747 11,235
Income before provision
for income taxes 1,591 34,180 26,066 148,316
Provision for income taxes 605 12,699 9,905 54,709

Net income $986 $21,481 $16,161 $93,607

Basic net income
per share $0.01 $0.19 $0.14 $0.85
Weighted average shares
used in computing basic
net income per share 118,640 114,220 117,360 110,141

Diluted net income
per share $0.01 $0.17 $0.13 $0.74
Weighted average shares
used in computing
diluted net income
per share 123,923 126,530 125,521 127,131


(1) The above pro forma amounts have been adjusted to exclude
the following:

Amortization of deferred
stock compensation $147 $1,269 $2,708 $6,185
Facilities
consolidation 1,137 -- 1,137 --
Inventory provision
for major
product transition 9,300 -- 9,300 --
Asset impairment and
write-down of minority
investment 5,290 -- 5,290 --
Bad debt expense due to
one specific customer 1,750 -- 1,750 --
Other one-time charges 1,228 -- 1,228 --
Income tax effect (7,165) (143) (8,137) (699)
$11,687 $1,126 $13,276 $5,486

FOUNDRY NETWORKS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(in thousands, except per share data)

Three Months Ended Year Ended
December 31, December 31,

2001 2000 2001 2000
(unaudited)

Revenue, net $65,403 $105,111 $311,176 $377,156
Cost of revenue 40,784 39,477 158,141 134,330
Gross profit 24,619 65,634 153,035 242,826
Operating expenses:
Research and
development 9,360 7,971 33,947 27,499
Sales and marketing 20,573 23,066 90,786 67,753
General and
administrative 10,854 3,628 27,185 10,493
Amortization of
deferred stock
compensation 147 1,269 2,708 6,185
Total operating
expenses 40,934 35,934 154,626 111,930
Income (loss) from
operations (16,315) 29,700 (1,591) 130,896

Interest and other
income, net 1,555 3,211 8,746 11,235
Write-down of minority
investment 2,500 -- 2,500 --
Income (loss) before
provision for
income
taxes (17,260) 32,911 4,655 142,131
Income tax benefit
(provision) 6,559 (12,556) (1,769) (54,010)

Net income (loss) $(10,701) $20,355 $2,886 $88,121

Basic net income
(loss) per share $(0.09) $0.18 $0.02 $0.80
Weighted average
shares used in
computing
basic net income
(loss) per share 118,640 114,220 117,360 110,141

Diluted net income
(loss) per share $(0.09) $0.16 $0.02 $0.69
Weighted average
shares
used in computing
diluted net income
(loss) per share 118,640 126,530 125,521 127,131



FOUNDRY NETWORKS, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands)

December 31,
2001 2000

ASSETS
Current assets:
Cash and short-term investments $274,734 $252,245
Accounts receivable, net 51,830 64,573
Inventories 43,277 51,593
Deferred tax assets 37,970 13,715
Prepaid expenses and other current assets 4,840 10,693
Total current assets 412,651 392,819

Property and equipment, net 6,315 4,866
Other long-term assets 1,462 781
$420,428 $398,466

LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities:
Accounts payable 15,300 20,432
Income taxes payable 4,775 --
Accrued payroll and related benefits 10,931 11,130
Accrued warranty 2,499 2,841
Other accrued liabilities 4,602 5,642
Deferred revenue 15,781 13,405
Total current liabilities 53,888 53,450

Stockholders equity:
Common stock 8 12
Treasury stock (14,996) (4)
Additional paid-in capital 289,802 263,237
Notes receivable from stockholder (480) (3,270)
Deferred stock compensation (1,301) (5,580)
Retained earnings 93,507 90,621
Total stockholders` equity 366,540 345,016
$420,428 $398,466

SOURCE: Foundry Networks

[Arzgebigler]

Hallo,
wie seht ihr jetzt die weitere Entwicklung von Foundry? Ob langfristig die 30$ nochmal erreicht werden?
Danke und Gruß Arzgb.

[TigerWutz I]

mal eine news über foundry

http://biz.yahoo.com/bw/020211/112105_1.html

T.

[olliho]

moin Mädels,

bin seit einigen Tagen in Fdry investiert und eigentlich frohen Mutes, hatte die schon seit über einem Jahr auf der WL. Ich geb mal ne Prognose ab und werde versuchen zukünftig einige News einzustellen und diesen Thread ins Rollen zu bringen.

Prognose: Foundry Ende März bei 10$.

Wer hat noch Tipps?

Gruß aus Bremen (die Sonntag in Köln gewinnen)
Olli

[olliho]

tja, soviel zu meiner Prognose, heute z.Zt. bei -8% oder auch 5,5$, damit liege ich jetzt ca. 20% hinten.
Es gibt keine news, weiß einer, warum die so abkacken?

Gruß Olli

[olliho]

na also, z.Zt. heute +16%, ich hab nichts gesagt, weiter gehts.

Gruß aus Bremen