Übernahme? Sun micro marschiert - 500 Beiträge pro Seite

[nordstradie]

Die Amis glauben anscheinend doch, dass eine Übernahme von Sun ansteht. Schon plus sechs Prozent im Amiland, und marschiert unaufhörlich weiter.
gruß Nordstradie

[williaktie]

mein KK,war 3,06 habe jetzt SL gesetzt 3,42 Oh falsch? was meinst du.

[nordstradie]

ist doch nix Schlimmes daran, wenn dein Stop-Loss dich absichert. Aber 3,42 sehen Sun eh nicht mehr.
gruß Nordstradie

[benefactor [KommA]]

[nordstradie]

Schon knapp 12 Prozent im Amiland, und es geht weiter bei hohem Volumen

[nordstradie]

Hier die Meldung aus dem Amiland…


DJ Sun Micro Up
DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Shares of battered computer hardware and software maker Sun Microsystems Inc. (SUNW) surged in trading Monday as speculation continued that the company would be bought out.
The stock also benefited from a broader rally in tech as investors scramble to get in ahead of any improvement in the sector.
Recently shares of Sun were trading up 9.5%, or 36 cents, to $4.24 on volume of more than 108 million shares. Average daily volume is 52.1 million shares.
For the last week Sun has seen its stock climb as investors speculated that competitors International Business Machines Corp. (IBM) Hewlett-Packard Co. (HPQ) or Dell Computer Corp. (DELL) could make a bid for the Palo Alto, Calif., company.
Adding to the buyout speculation Monday was the news that Sun`s former president, Edward Zander, has joined Silver Lake Partners, a private-equity firm. The Wall Street Journal reported in its Monday edition that Zander will become a managing director of the firm, which has played a major role in a wave of deals to restructure technology companies.
Jay Stevens, an analyst at Buckingham Research, said investors could be betting that in his new role Zander will be able to find a buyer for Sun.
Officials at Sun weren`t immediately available to comment, but in the past the company has declined to comment on rumors of a takeover.
Stevens said it`s unlikely that Sun would be sold to IBM, H-P or Dell. "IBM is moving in a different direction. It doesn`t need a hardware company," said the analyst, noting that H-P is still digesting its megamerger with Compaq and is betting big on Intel Corp.`s (INTC) 64-bit computing architecture. As for Dell, the analyst said the company would have to completely change its strategy if it was to buy Sun. Stevens doesn`t own shares of Sun and Buckingham doesn`t have an investment-banking relationship with the company.
Officials at H-P and IBM declined to comment on the rumors. Officials at Dell weren`t immediately available to comment.
Also driving Sun`s stock Monday, said analysts, is fear among the investment community that they may miss the boat in tech if they sit on the sidelines.
"There`s a sense that nothing is pricey out there and that they risk missing the tech bull market," said Richard Chu, an analyst at SG Cowen.
One analyst who declined to be named said Sun`s stock has been lagging the tech sector and was poised for a rebound. While this analyst said many investors and Wall Street watchers remain negative on the Sun story, he said if the company can "do anything right," its shares could climb. The analyst noted that Sun has $5.5 billion in cash and new hardware and software launches on the horizon. The analyst doesn`t own shares of Sun and there are no investment-banking ties.

sieht gut aus
nordstradie

[nasdaq10.000]

12.05.03/23:40, Sun Microsystems vor Übernahme? - boerse-go.de

Einen deutlichen Kurssprung von nahezu 9% konnten die Aktien von Sun Microsystems unter heftigem Handelsvolumen am Montag aufs Börsenparkett legen, nach dem erneut Gerüchte über eine Übernahme der Serverfirma aus Palo Alto aufgekommen waren. Als mögliche Käufer wurden die Giganten IBM, Hewlett Packard und Dell Computer genannt.

In den letzten Monaten hat Sun Microsystems zunehmend unter der Tendenz gelitten, dass Kunden sich auf kostengünstige Produkte stürzen und hoch spezialisierte Server eher meiden.

Heute kam zu den Übernahmegerüchten die Nachricht hinzu, dass der ehemalige Sun President Edward Zander eine neue Position bei Silver Lake Partners, einer Privatgesellschaft, die es sich zum Ziel gesetzt hat, Technologiegesellschaften zu restrukturieren, eingenommen habe. Zander könne als leitender Direktor einen Käufer für Sun Microsystems finden.

Ein Analyst von Buckingham Research stellte am Abend klar, dass er es sich nicht vorstellen könne, dass eine der drei großen genannten Technologiegesellschaften an Sun Microsystems interessiert sei. Dell und IBM verfolgten eine andere strategische Ausrichtung und HP habe noch am Merger mit Compaq zu knabbern.

[nasdaq10.000]

Sun Keeps Rising, 05/12/2003

Shares of Sun vaulted an impressive 8.8% in Monday trading, tacking on 34 cents to $4.21.

The stock of the troubled company has now soared 29% since commencing its run-up on May 2, when it gained 12.3% in just one day. Shares have traded in a higher range ever since then.

The recent run-up has fueled rumors about a potential takeover of Sun, because the rising stock price can`t be explained by any improvement in the company`s core business. In its most recent quarter, Sun revenue tumbled 10% from year-ago levels.

Yet analysts generally pour cold water on specific takeover theories. "Sun`s business continues to implode. The takeover rumors... when I finish laughing, I always ask who," says one buyside analyst reached by phone today. "The most common one I hear is IBM (IBM:NYSE - news - commentary - research - analysis), which doesn`t make a lot of sense." The two companies sell competing lines of Unix-based servers.

Another rumored buyer, Dell (DELL:Nasdaq - news - commentary - research - analysis), makes even less sense given their sharply differing strategies, says the analyst. Dell, which positions itself as a low-cost standards-based vendor, spent a mere 1.2% of revenues on R&D last year, while Sun, which touts its high-performance technology, spent 14.6%. "There`s not a chance [that Dell would want Sun] . Their mindsets are completely opposite," says the analyst.

In related news today, buyout firm Silver Lake Partners tapped ex-Sun president Ed Zanders as a managing director, according to a Reuters report. Zanders left Sun last summer along with a handful of other high-level execs.

The development means Sun would have a high-level contact if it wanted to pursue a buyout or other deal, but the buyside analyst said such a deal is highly unlikely. "I think you`d have to have CEO [Scott McNealy] removed before anything like that could happen. And after talking to him for many years I just don`t see it. He`s got a lot of shares and a pretty packed board."

According to a proxy filed last September, McNealy owns about 2% of Sun`s outstanding shares, or 56 million shares, with the right to acquire another 16.4 million

http://www.thestreet.com/_tsclsii/tech/kcswanson/10086678.ht…

[nasdaq10.000]

Übernahmespekulationen beflügeln Sun Micro Aktie - 13.05.03

Die Aktie des Serverherstellers Sun Microsystems Inc. gehörte gestern zu den großen Gewinnern an der Börse. Spekulationen über eine mögliche Übernahme nach dem deutlich gesunkenen Aktienkurs waren die Ursache. Der Kurs fiel seit Anfang 2000 um über 90 Prozent auf 2,34 Dollar Ende 2002. Seit damals legte der Kurs allerdings wieder deutlich zu.
In Frage kommende Käufer wurden bislang noch nicht genannt. Sun dementierte zudem, dass das Unternehmen zum Verkauf und CEO McNealy vor dem Rücktritt stehe.

Anleger dürfen sich trotzdem freuen. Der Kurs stieg um 8,8 Prozent auf 4,21 Dollar an.
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Ebenfalls (s. #6):

One analyst who declined to be named said Sun`s stock has been lagging the tech sector and was poised for a rebound.
While this analyst said many investors and Wall Street watchers remain negative on the Sun story, he said if the company can "do anything right," its shares could climb.
The analyst noted that Sun has $5.5 billion in cash and new hardware and software launches on the horizon.