PortalPlayer, Inc. (PLAY) - 500 Beiträge pro Seite

[panik]

Profile:PortalPlayer, Inc. is a fabless semiconductor company that designs, develops and markets comprehensive platform solutions, including a system-on-chip (SoC), firmware and software for manufacturers of feature-rich, hard disk drive (HDD)-based personal media players. The Company`s platform solutions are designed to enable personal media players to manage thousands of digital media files and allow its customers to build intuitive and customizable user interfaces. Its customers use the Company`s platforms to produce high-performance, feature-rich, differentiated personal media players in a cost-effective manner with fast time to market. PortalPlayer`s key customers include Inventec that manufactures products for Apple Computer Inc. and other companies. The Company is an outsourced independent provider that develops comprehensive platform solutions, including a SoC, firmware and software for manufacturers of HDD-based personal media players.

http://www.portalplayer.com/

[panik]

PortalPlayer, Inc. Reports Record Revenue and Profitability in Q4 2004
Thursday January 20, 4:29 pm ET
Q4 Revenue Increases 75% Sequentially and Net Income Reaches $10.5 Million


SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 20, 2005--PortalPlayer, Inc. (Nasdaq:PLAY - News), the leading provider of comprehensive platform solutions for hard disk drive-based personal media players, today announced financial results for the fourth quarter and fiscal year ended December 31, 2004.
ADVERTISEMENT


Net revenue for the fourth quarter of fiscal 2004 was $44.7 million, up from $25.6 million in the third quarter of 2004 and $8.1 million in the fourth quarter of 2003. Net income for the fourth quarter of 2004 was $10.5 million, or an income of $0.50 per diluted share based on 21.1 million weighted average shares outstanding. The effective tax rate for the fourth quarter was about 3 percent. Net income in the third quarter of 2004 was $3.2 million, or $0.18 per diluted share, based on 17.4 million weighted average shares outstanding, and net loss in the fourth quarter of 2003 was approximately $759,000, or a loss of $6.54 per share based on 116,095 basic weighted average shares outstanding.

PortalPlayer reports net income (loss) and basic and diluted net income (loss) per share in accordance with GAAP and additionally on a non-GAAP basis. Non-GAAP net income, where applicable, excludes the effect of stock-based compensation charges. In the fourth quarter of 2004, non-GAAP net income was $11.2 million, or $0.53 per diluted share. This compares with non-GAAP net income of $4.6 million, or $0.26 per diluted share, in the third quarter of 2004 and a net loss of approximately $640,000, or a loss of $5.51 per share, in the fourth quarter of 2003.

In November 2004, PortalPlayer raised $113.6 million in net proceeds to the company from its initial public offering of approximately 7.2 million shares of common stock, which includes 937,500 shares from the underwriters` full exercise of the over-allotment option. Total cash and cash equivalents at the end of the fiscal year was $58.9 million and short-term investments totaled approximately $64.7 million.

Fiscal 2004

Net revenue for fiscal 2004 was $92.6 million, up from $20.9 million for fiscal 2003. Net income for fiscal 2004 was $10.4 million, or $0.57 per diluted share based on 18.1 million weighted average shares outstanding. This compares with a net loss of $8.0 million, or a loss of $124.17 per share based on 64,800 basic weighted average shares outstanding in 2003. Non-GAAP net income for fiscal 2004 was $16.2 million, or $0.89 per diluted share, compared with a non-GAAP net loss of $7.6 million, or a loss of $116.87 per share in fiscal 2003.

"2004 was a year of many financial and business achievements for PortalPlayer," said Gary Johnson, president and chief executive officer of PortalPlayer. "We more than quadrupled our revenue year over year, became profitable and completed one of the most successful technology IPOs of 2004. We are very pleased to have also successfully diversified our customer base throughout the year to include leading brands worldwide," said Mr. Johnson.

Customer Highlights

PortalPlayer`s most recent platform, the Photo Edition, has recently resulted in new innovative products by Apple Computer, Gateway, Reigncom (iRiver), Samsung and Tatung.
In addition, during 2004, the company`s Audio Edition platform was chosen by Aigo, Aiwa, Apple Computer, Bang and Olufsen, BenQ, Medion, Mitac, Olympus, Philips, RCA, Rio, ROC Digital, Roland, Samsung and Virgin Electronics for their products.
"In 2005, we intend to continue to focus our product development efforts on the feature-rich segments of the personal media player market as well as launch a new platform generation that will enable our customers to continue to offer innovative, industry-leading products," said Mr. Johnson.

Current Financial Outlook for First Quarter 2005

The following outlook statements are based upon current expectations. These statements are forward-looking, and actual results could differ materially.

Coming off of a strong fourth quarter revenue base, the company currently expects first quarter 2005 revenue to be better than the typical seasonal decline historically seen by the consumer electronics industry, resulting in first quarter revenue being only 10 to 20 percent lower sequentially. GAAP net income per diluted share for the first quarter is expected to be in the range of $0.16 to $0.19, based on approximately 26.0 million weighted average shares outstanding. The effective tax rate for the first quarter is expected to be 25 percent, which takes into consideration, among other factors, the company`s net operating loss carryforwards for income tax purposes. Non-GAAP net income per diluted share, which excludes approximately $400,000 of stock-based compensation charges, is expected to be in the range of $0.18 to $0.21. Operating expenses are expected to be approximately $9.6 million. The company expects to continue to generate positive operating cash flow.

Conference Call

The company will hold a conference call at 2:30 pm Pacific Time today, January 20, 2005, to discuss the fourth quarter and fiscal 2004 financial results. To participate, please dial [phone] at approximately 2:20 pm PT. A live webcast of the conference call will be available via the investor relations page of the company`s website at www.portalplayer.com. Access the web site 15 minutes prior to the start of the call to download and install any necessary audio software. A recording of the conference call will be available for one week, starting one hour after the completion of the call, until February 3, 2005. The phone number to access the recording is [phone], and the passcode is 114335. An archived webcast replay will be available on the web site for 12 months.

About PortalPlayer

PortalPlayer, Inc., headquartered in Santa Clara, California, is a fabless semiconductor company that designs, develops and markets comprehensive platform solutions, including a system-on-chip, firmware and software for manufacturers of feature-rich, hard disk drive-based personal media players.

Safe Harbor Statement

Except for the historical information contained herein, the matters set forth in this press release, including statements as to future development efforts, future introduction of products and technology, the expected benefits of PortalPlayer`s products and technology, future financial results including revenue, net income, expenses, tax rates and cash flow, are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Words such as "intends," "expected," "believes," "anticipates," "plans," "expects," "will" and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially, including cancellation or reduction of orders, shortage of other components necessary to complete the system, successful development of new platforms or other products, delays in future product introductions, defects in products, decreases in average selling prices of products, the impact of technological advances, the ability of PortalPlayer to compete against parties with greater financial or other resources and other risks detailed in PortalPlayer`s Prospectus dated November 18, 2004 as filed with the SEC and from time to time in PortalPlayer`s SEC reports. These forward-looking statements speak only as of the date hereof. PortalPlayer disclaims any intent or obligation to update these forward-looking statements.

PortalPlayer, the PortalPlayer logo, Photo Edition and Audio Edition are trademarks of PortalPlayer, Inc. All other trademarks or registered trademarks are the property of their respective owners.



PORTALPLAYER, INC.

CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS
(In thousands, except per share amounts)

Three Months Ended Years Ended
-------------------- -----------------
December 31, December 31,
-------------------- -----------------
2004 2003 2004 2003
--------- --------- -------- -------
Net revenue $44,724 $8,083 $92,563 $ 20,939
Cost of revenue 25,307 5,039 53,743 12,274
--------- --------- -------- -------
Gross profit 19,417 3,044 38,820 8,665

Operating expenses:
Research and development 5,327 2,413 14,823 11,103
Selling, general and
administrative 2,795 1,272 7,605 5,072
Stock-based compensation 735 119 5,797 473
--------- --------- -------- -------
Total operating
expenses 8,857 3,804 28,225 16,648

Operating income (loss) 10,560 (760) 10,595 (7,983)
Interest and other income
(expense), net 263 1 269 (63)
--------- --------- -------- -------
Income (loss) before income
taxes 10,823 (759) 10,864 (8,046)
Provision for income taxes 309 -- 481 --
--------- --------- -------- -------
Net income (loss) $10,514 $ (759) $10,383 $ (8,046)
========= ========= ======== ========

Basic net income (loss)
per share $ 0.85 $(6.54) $ 2.46 $(124.17)
========= ========= ======== ========
Diluted net income (loss)
per share $ 0.50 $(6.54) $ 0.57 $(124.17)
========= ========= ======== ========

Shares used in computing basic
and non-GAAP basic net income
(loss) per share 12,382 116 4,224 65
========= ========= ======== ========

Shares used in computing
diluted and non-GAAP diluted
net income (loss) per share 21,105 116 18,128 65
========= ========= ======== ========

Non-GAAP net income (loss) (1) $11,249 $ (640) $16,180 $ (7,573)

Non-GAAP basic net income
(loss) per share (1) $ 0.91 $(5.51) $ 3.83 $(116.87)
========= ========= ======== ========
Non-GAAP diluted net income
(loss) per share (1) $ 0.53 $(5.51) $ 0.89 $(116.87)
========= ========= ======== ========



Reconciliation of GAAP Net Income (Loss) to
-------------------------------------------
Non-GAAP Net Income (Loss)
-------------------------------------------
Three Months Ended Year Ended
----------------------- ------------------
December 31, December 31,
----------------------- ------------------
2004 2003 2004 2003
------------- -------- --------- --------

GAAP net income (loss) $10,514 $(759) $10,383 $(8,046)
Stock-based compensation 735 119 5,797 473
------------- -------- --------- --------
Non-GAAP net income (loss) $11,249 $(640) $16,180 $(7,573)
============= ======== ========= ========


(1) To supplement our consolidated financial statements presented
in accordance with GAAP, we have shown above a non-GAAP measure of net
income (loss), which is adjusted from results based on GAAP to exclude
stock-based compensation. This non-GAAP measure is provided to enhance
the user`s overall understanding of our historical financial
performance. Specifically, we believe the non-GAAP results provide
useful information to both management and investors by excluding
stock-based compensation expenses.



PORTALPLAYER, INC.

CONDENSED CONSOLIDATED BALANCE SHEET
(In thousands)


December 31,
---------------------
2004 2003
--------- ---------

ASSETS
Current assets:
Cash and cash equivalents $ 58,892 $10,778
Short-term investments 64,708 --
Accounts receivable 20,080 4,982
Inventory, net 1,762 996
Prepaid expenses and other current assets 1,872 434
--------- ---------
Total current assets 147,314 17,190
Property and equipment, net 661 948
Other assets 521 526

--------- ---------
Total assets $148,496 $18,664
========= =========

LIABILITIES AND STOCKHOLDERS` EQUITY
Liabilities:
Current liabilities:
Bank borrowings, net $ -- $ 1,588
Accounts payable 1,290 2,800
Accrued liabilities 4,195 1,950
Deferred revenue 4,024 1,156
Income taxes payable 479 --
Deferred rent 55 81
--------- ---------
Total current liabilities 10,043 7,575

Deferred rent 5 60
Bank borrowings, long-term, net -- 442

--------- ---------
Total liabilities 10,048 8,077
--------- ---------

Convertible preferred stock -- 83,163

Stockholders` equity (deficit):
Common stock 205,468 585
Note receivable from stockholder -- (594)
Deferred stock-based compensation (4,799) --
Other comprehensive income (loss) (37) --
Accumulated deficit (62,184) (72,567)
--------- ---------
Total stockholders` equity
(deficit) 138,448 (72,576)
--------- ---------
Total liabilities, convertible
preferred stock and stockholders`
equity (deficit) $148,496 $18,664
========= =========




--------------------------------------------------------------------------------
Contact:
PortalPlayer, Inc.
S. Olav Carlsen, 408-521-7000
or
Mozes Communications LLC
Kristine Mozes, 781-652-8875



--------------------------------------------------------------------------------
Source: PortalPlayer, Inc.

[Buddah]

sehr interessanter wert...in den letzten 3 monaten 17 insiderkäufe 2 verkäufe...
auch das nasdaq symbol ist doch nett: PLAY

http://www.nasdaq.com/asp/Holdings.asp?symbol=PLAY&selected=…

mfg B.

[Kotzolani]

...Hallo, noch jemand da? Kann mir einer von Euch bitte mal erklären was das für ein komischer Moove am Freitag war...erst brutal rauf und dann wieder aufs gleiche Niveau runter...und das trotz der guten Zahlen...Ratlosigkeit

Gruß
Kotzo

[RazorLux]

Hallo Trader, bin jetzt auch eingestiegen. Portalplayer hat viel Potenzial in sich. Ich vermute eine Verdopplung in den naechsten Monaten.

[DeltaComet]

gewinnschätzungen wurden diese woche für geschäftsjahr 05 um fast 25% angehoben. eigentlich müsste das jetzt in den nächsten wochen eingepreist werden. abwarten und tee trinken jetzt würde ich mal sagen.

[RazorLux]

Hallo. Hat keiner News zu Portalplayer? Hab noch welche nachgekauft. Kursziel 30 Dollar in den naechsten Monaten?

[toc]

Ich bin schon seit einiger zeit bei PLAY investiert, der kurs ist im moment jedoch eher enttäuschend
Woher hast du denn das kursziel von 30$? Die letzte wertung die ich kenne ist die vom 28.04.:

PortalPlayer "sell," target price reduced

Thursday, April 28, 2005 12:01:24 PM ET
Kaufman Brothers

NEW YORK, April 28 (newratings.com) - Analysts at Kaufman Bros reiterate their "sell" rating on PortalPlayer (ticker: PLAY). The target price has been reduced from $20 to $17.

Völlig unterbewertet, meiner meinung nach. Ich denke man muß halt das dritte quartal abwarten wenn die produktrange erweitert bzw erneuert werden soll.
dann kommt sicher wieder etwas feuer rein

toc.

[toc]

Ich hab mal nen neuen thread aufgemacht:

Thread-Nr.: 981316

toc.

[GIGAPROLL]

dank apple

[RazorLux]

Hallo alle zusammen. Bei 20 Dollar könnte man doch wieder bei Portalplayer einsteigen... Was glaubt ihr?

[DeltaComet]

na war mal wiede supter timing von mir.
gestern eingestiegen und heute gleich mal schönes minus.

aber trotzdem, bin für den kur für die nächsten zwei wochen sehr optimistisch.

kgv von 15 nicht gerade hoch, das letzte quartalsergebnis hat mit fast 30% positiv überascht. überhaupt play hat die letzten fünfmal besser als gedachte ergebnisse geliefert. das bedeutet das die analystenschätzungen wohl auch dieses mal wieder zu pessimistisch sein werden. da kann man ruhig darauf spekulieren.
in den letzten vier wochen wurden die gewinnerwartungen für dieses geschäftsjahr um 16% angehoben, zusätzlich hat sich letzte woche im gesamtbild die analystenbewertungen weiterverbessert.
also alles gute nachrichten, jetzt muß nur noch der gesamtmarkt keine zicken machen und play geht ab.

[panik]

PortalPlayer, Inc. Announces Product Transition Setback
Wednesday April 19, 8:50 pm ET


SAN JOSE, Calif.--(BUSINESS WIRE)--April 19, 2006--PortalPlayer, Inc. (NASDAQ: PLAY - News), a leading supplier of semiconductor, firmware and software solutions for personal media players and secondary display-enabled notebook computers, has recently been advised that the follow-on to its PP5021 System-on-Chip (SoC), which is expected to be available in the second half of 2006, has not been selected by Apple Computer, Inc. for use in their mid-range and high-end flash based iPods. PortalPlayer believes that the PP5021 will continue to be used in other members of the iPod family.
ADVERTISEMENT


Conference Call

The company will hold a conference call at 5:00 am Pacific Time tomorrow, April 20, 2006, to discuss the matters contained in this release. To participate, please dial [phone] at approximately 4:50 am PT. A live webcast of the conference call will be available via the investor relations page of the company's web site at www.portalplayer.com. Access the web site 15 minutes prior to the start of the call to download and install any necessary audio software. A recording of the conference call will be available for one week, starting at 8:00 am PT after the completion of the call, until midnight April 26, 2006. The phone number to access the recording is [phone], and the passcode is 4007628. An archived webcast replay will be available on the web site for 12 months.

The Company is scheduled to provide its first quarter financial results and second quarter guidance on its regularly scheduled earnings conference call on May 1, 2006.

About PortalPlayer

PortalPlayer develops semiconductor, firmware and software platforms for portable multimedia products such as personal media players and secondary display enabled notebook computers. PortalPlayer products empower consumers to quickly and easily manage, enjoy and have access to multimedia content and other forms of information. PortalPlayer is headquartered in San Jose, Calif., with offices in Kirkland, Wash., Taipei, Taiwan and Hyderabad, India. For more information, visit www.portalplayer.com.

Safe Harbor Statement

Except for the historical information contained herein, the statements in this press release are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements regarding the future use of our products in the Apple iPod product family. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those discussed in these statements. These risks and uncertainties include, but are not limited to, the cancellation or reduction of orders, Apple's future selection decisions, component shortages, the successful development and introduction of the Company's follow-on product, delays in product introductions, product defects, the impact of technological advances, our ability to compete and other risks detailed in our SEC filings, including our Form 10-K for the year ended December 31, 2005. These forward-looking statements speak only as of the date hereof. PortalPlayer disclaims any intent or obligation to update these forward-looking statements.

PortalPlayer and the PortalPlayer logo are trademarks of PortalPlayer, Inc. All other trademarks or registered trademarks are the property of their respective owners.



Contact:
PortalPlayer, Inc.
S. Olav Carlsen, 408-521-7000
or
Mozes Communications LLC
Kristine Mozes, 781-652-8875

--------------------------------------------------------------------------------
Source: PortalPlayer, Inc.

[diepau]

möcht auch mal was beitragen.

Info/Quelle aus "www.deraktionaer.de" Nachrichten/USA
vom 20.04.06 17:03

Chip-Aktie bricht um 43% ein
Der Spezialchip-Hersteller PortalPlayer hat heute mitgeteilt, dass sein Halbleiter-System PP5021 nicht in verschiedene künftige iPod-Modelle von Apple Computer eingebaut werde. Betroffen seien insbesondere iPod-Typen der mittleren und oberen Preisklasse. Die Chips, die auf die schnelle Übertragung komprimierter Daten abgestimmt sind, seien ab dem zweiten Halbjahr 2006 verfügbar. Es könne aber davon ausgegangen werden, dass Apple nicht komplett auf die Chip-Sets verzichte.An der Nasdaq brechen PortalPlayer aktuell um 43,34 Prozent auf 12,80 Dollar ein.

herb, herb...
habe an eigentlich an Portalplayer geklaubt und vor über einen Jahr für 19,25 gekauft. War schon 2 mal über 26 aber, ja die Gier!
Werde jezt noch nicht verkaufen, denke das es nach ein paar Tagen wieder plus gibt (nach so einen herben Verlust). Wie denkt Ihr darüber?
Gruß
diepau

[kfe1000]

When the market is inefficient
My entire investment premise is based on the fact that the market is far from efficient. Instead, human participants driven by emotion and fear ensure that we have anything but perfect pricing. Profiting from irrationality then allows Rational Investors to outperform the major market indexes.

Last week provided another glimpse into the world of inefficiency when one of my holdings here, PortalPlayer (PLAY, news, msgs) lost nearly 50% of its market value in one day after announcing that its primary customer would discontinue use of its next generation product.

Hmmm. Something’s fishy if you ask me. Here we have a company that has been well known to be dependent on one customer and one customer only. The transparency of PortalPlayer’s situation is about as clear as day and yet the reality of the one negative scenario surrounding this company catches all traders off guard.

In an efficient market, the potential for losing this business should have been fully priced into the current value of the stock preannouncement. Theoretically, if PortalPlayer had a more diversified customer base it would have received a much higher valuation for the market.

Preannouncement, the reliance of PortalPlayer on one customer acted as a ceiling on its stock price. Certainly based on its low fundamental valuation given its earnings power this was certainly true.

It goes without saying then that if PortalPlayer were to indeed lose its primary customer the market reaction would be protected on the downside. If a fully diversified PortalPlayer were fully priced and then announced a loss of a majority of its customers, I would expect the market reaction to be fatal.

Losing half it’s value is excessive
The reaction then to PortalPlayer losing a piece of its business from a primary customer then makes little sense. Yes, I would have expected some downside, but to lose 50% of its value is excessive, irrational and inefficient.

At the end of the day we have two choices: Either PortalPlayer was efficiently priced prior to losing Apple Computer's (AAPL, news, msgs), business and is inefficiently priced on the reaction, or PortalPlayer was inefficiently priced to begin with and the loss of business justifies its current market valuation.

Clearly the former is the most obvious pick in my book. The latter would imply that market participants did not fully discount PortalPlayer’s reliance on one customer which seems a bit absurd given the amount of exposure PortalPlayer has received in the time of the I-Pod.

It is far more likely that emotional outrage to the situation drove sellers berserk and into a frenzy. How dare management surprise us with this announcement (this should have come as no surprise)? Be that as it may emotion is a powerful driver and in the case of PortalPlayer created a vacuum of selling that remains today.

A compelling investment
Obviously I find PortalPlayer to be a very compelling investment opportunity in a fully diversified portfolio. The stock is oversold based on the reasons above. Going further I find it very unlikely that management was caught off guard by these developments.

In fact, the reaction from Apple may have been in response to the company doing business with Microsoft (MSFT, news, msgs) and Sandisk (SNDK, news, msgs). PortalPlayer’s chip design capabilities have value well beyond the current valuation.

The company has nearly $8 million in cash on its balance sheet protecting investors from further deterioration. There are no going concern issues here. PortalPlayer is in this for the long haul and buyers today have an excellent opportunity to be the beneficiaries of a return to rationality.

Over time I expect the company to announce that it is further along in diversifying its revenue base. PortalPlayer will do what it needs to do to survive and thrive. I’m sticking with PortalPlayer here in Strategy Lab and the company is at the top of my list for future recommendations.

Profiting from inefficiency is one of the best tools investors can use to stay ahead of the game. Knowing when to see it in action is the trick and I think the trade in PortalPlayer is a perfect example from which to learn from.

Please feel free to e-mail me at [e-mail] with any questions about my approach.

If you are interested in receiving a prospectus for The Rational Investor Fund, please e-mail us a request at [e-mail].

[ustrading]

nach dem Kursabschlag wird PLAY so langsam aber sicher wieder richtig interessant .... die haben 191Mio. USD ($7,64/Aktie) an frei verfügbaren finanziellen Mitteln, davon 82Mio. USD in Cash. Der Verlust von Apple ist bitter, aber ich sehe hier mittelfristig durchaus Potenzial, da Microsoft und auch Amazon ernsthaft über einen Einstieg in das Hardwaregeschäft (MP-Player) nachdenken, bzw. schon beschlossen haben ... PLAY ist m.M. nach da ein heißer Kandidat wenn es um einen zuverl. Chiplieferanten geht.

[kfe1000]

Antwort auf Beitrag Nr.: 21.404.997 von ustrading am 02.05.06 17:26:55

sehe ich ähnlich, die ganzen anaalysten haben natürlich auf 8 $
runtergestuft, geben gleichzeitig zu, daß play ein aquisitionstarget
ist, das knowhow/patente mit 3 usd pro aktie zu bewerten ist ein witz,
von den vorbörslichen tiefs hat sich play gut erholt, mal sehen.

[kfe1000]

von briefing.com

PortalPlayer tgt cut before the open to $10 from $12 at Wedbush (PLAY) 10.93 -0.58: Wedbush cuts their tgt on PLAY to $10 from $12 saying they think PortalPlayer is worth about $10-12 per share, which embeds $75-125 mln enterprise value, plus net cash. The firm says after announcing it has lost the iPod Nano socket, PortalPlayer's prospects depend on its ability to: 1) penetrate other Apple iPod products like the Shuffle (low-end) or the Video (high-end) with its current or next-generation chips, 2) ramp its Preface notebook chip solution with the rollout of Vista in 2007, 3) grow shipments with non-Apple customers, 4) scale back its operating expense spending levels, 5) leverage its IP into new markets and applications, and 6) be willing to consider sensible business combinations. The firm notes the co has $192 mln of net cash in hand and can sustain continued product development investments for a lengthy period of time.

[kfe1000]

Antwort auf Beitrag Nr.: 21.407.447 von kfe1000 am 02.05.06 20:06:13

geht ja ganz nett ab hier die meldung dazu

4:13 PLAY PortalPlayer has inside track on video iPod - EETimes (10.90 -.61)

EETimes reports the fabless chip maker, which lost a major chuck of business in Apple Computer's (AAPL) iPod nano product line, is still the odds on favorite to win the socket in the next-generation video iPod," according to Craig Berger, an analyst with Wedbush Morgan Securities. "Still, there's good and bad news for the co. We continue to believe PortalPlayer will retain its socket in the soon-to-be-released video iPod given Apple's design constraints. While we maintain our thesis that the Video iPod will remain a two-chip solution in 2006, we are removing these units from our PortalPlayer revenue forecast in light of Apple's apparent ability to switch chip vendors at will," he said. The co supplies the media processor chip for the current iPod nano line. The co's media processor chip is still used in Apple's current video iPod line. But AAPL's next-generation video iPod socket is said to be up for grabs. Broadcom (BRCM), PortalPlayer and Samsung are said to be competing for the next-generation, video iPod socket. In other words, Samsung did not win the entire iPod business at AAPL — at least for now.

[Winkelzocker]

Nixx Danke Appel, danke an dieses unfähige Management , sich so abhängig zu machen, und dann springt ein Kunde ab und der Laden hier schmiert ab....auch die Herrn Experten vom "der Aktionär" hätten bei so einer großen und fundamentalen Abhängigkeit von einem Kunden, mal die Empfehlungs-Bremse reinhauen sollen....

[kfe1000]

Antwort auf Beitrag Nr.: 21.474.782 von Winkelzocker am 08.05.06 15:27:48

wenn du nur auf empfehlungen hin kaufst, würde ich an deiner stelle
mich an die eigene nase fassen.
Jedenfalls ist jetzt bei portlaplayer ein sehr guter Zeitpunkt zum einstieg gegeben, da durch 7.8 pro aktie schon sehr viel substanz
vorhanden ist.

[Winkelzocker]

Habe zum Glück garnicht gekauft, aber trotzdem bin ich der Meinung, wenn man eine Aktie ausführlich vorstellt und empfiehlt, hat man auch die Pflicht auf schwerwiegenden Risiken, die durch eine solch-starke einseitige Ausrichtung des Geschäftes, sich ergeben hinzuweisen.

Naja, egal, die Zukunft ist entscheidend.

Ich gehe stark von einer Verschiebung von reinen MP3 Playern in Richtung MP3 Handys aus....seht ihr dies ähnlich?

Was für Speicher sind in diesen Handys? Könnte das ein Markt für PP sein?

[kfe1000]

NEW YORK (MarketWatch) -- Worst Nasdaq May for six years - obviously time to look at a new tech letter.
Over a year ago, I took a close look at John Buckingham's Prudent Speculator, one of the most remarkable long-term success stories among the investment letters followed by the Hulbert Financial Digest. See May 12, 2005 column See May 29 column
Back then, I noted that Prudent Speculator had also begun a new service, the TechValue Report. I said this was curious, because it would be news to many investors that tech stocks could be judged on the value basis - earnings, assets, balance sheets - that Prudent Speculator has traditionally used. Tech, I suggested, was sizzle market as opposed to a steak market.
At that point, he HFD only has one month's worth of results for the TechValue Report. It was down 7.9%.
But, I wrote, it would be unwise to write off Buckingham's team quickly.
A year later, this caution was looking good until the May massacre.
For the year through of the end of April, according to the HFD, TechValue's portfolios were up 32.88% on average, vs. the dividend-reinvested Dow Jones Wilshire 5000's 18.72%.
The HFD's monitoring of May's impact is not yet available, but the major indices slumped badly - over 3% for the S&P 500, 6.2% for NASDAQ. As of May 12, TechValue reported its flagship TechValue portfolio was down over 4% from a month earlier and its Mowrey Portfolio Compiler - named after the letter's editor, Mark Mowrey - was down 7.2%.
Like Prudent Speculator, TechValue does not attempt to time the market. In a recent hotline, the service commented philosophically: "One most have a long-term orientation, and by that we mean a 5-6 year outlook, to find success with our strategy ... we continue to believe that the more prudent investment approach, especially in regard to tech, is focused squarely on building diversified portfolios of undervalued names and holding them for their long-term capital appreciation."
TechValue noted that in the technology sector, "giant gains and gut-wrenching losses are only a press release away." Case in point: its April recommendation, Portal Player (PLAY
portalplayer inc com
which promptly gapped down from around $22 to $14 on a bad earnings forecast and fears about vulnerability to Apple Computer
a major customer.
TechValue, however, points out that it bought PortalPlayer because of its strong balance sheet, enough to weather temporary setbacks, and its wider prospects. And it continues to hold the stock.
For a tech letter, TechValue goes for some big names. The Mowrey Portfolio Compiler holds Hewlett-Packard
Buying IBM is a good example of TechValue's technique. Falling tech stock prices apparently brought IBM within range of TechValue's buy criteria. Mowrey wrote he was "seduced by management's long-term goal of double-digit earnings growth, the company's product line breadth and strong cash flow generation, and the stock's current 1.5% yield and easily digested valuation."
Besides, he wrote, "recoiling at the sight of a more than 40% drop in PortalPlayer shares just a few days after I recommended them, I wanted to be sure I picked a company with little, if any, customer-specific risk." End of Story

[kfe1000]

Antwort auf Beitrag Nr.: 21.945.108 von kfe1000 am 04.06.06 22:40:55

08:30 PLAY PortalPlayer and Acer collaborate with initiative to extend notebook use to full day on one charge (9.69 )

Co and Acer announced during Computex Taipei 2006 that the two companies are collaborating to redefine how individuals access information and entertainment content on their notebook computers, extending the usefulness of the notebook for several additional hours on a single charge.

[kfe1000]

PortalPlayer was up 42 cents, or 4.2%, to 10.48, a day after the company said it plans to reduce its worldwide workforce by about 45 employees, or 14%, mainly at its U.S. locations. The designer of technology platform solutions estimates its annual cost savings will be $6 million and $7 million.

[kfe1000]

FEBRUARY 16, 2004
Played Out?

Two years ago PortalPlayer (nasdaq: PLAY - news - people ) was flying high off sales of chips for Apple (nasdaq: AAPL - news - people )'s iPod, which represented 90% of revenue. Nine months after our story ran, the company went public. This spring PortalPlayer announced that Apple would not be using its chips in the new iPod Nanos, sending PortalPlayer's stock tumbling 55% to a recent $10. PortalPlayer thinks Apple will still use its technology in its current video iPod. But analysts say a new video iPod version looms and that Apple probably won't tap PortalPlayer. But don't count the seven-year-old chipmaker out. PortalPlayer is working with Apple archrival Microsoft (nasdaq: MSFT - news - people ) on a way to display calendar appointments and e-mails on laptop lids. --Chaniga Vorasarun

[kfe1000]

Antwort auf Beitrag Nr.: 22.154.996 von kfe1000 am 16.06.06 20:34:34

aus dem barrons bis jetzt nur ein Gerücht und es ist nicht klar ob
play davon betroffen ist.

Microsoft (MSFT) Reportedly Developing iPod Rival
Posted by Eric Savitz

blurry music playerSo, I know we’ve all been down this path before; but why not go again? Reuters is reporting that Micorosft (MSFT) is planning to take on the Apple (AAPL) iPod head on in the portable music market.

I read this story, and I feel a sense of deja vu…where I have read about this…ah, I know, right here. There was the post on Microsoft denying the formation of an iPod killer cabal with the Japanese electronics industry, and also this non-denial denial at the D conference.

Anyway, the Reuters report says:

Microsoft Corp. is developing a music and video device to compete with Apple’s iPod and creating its own music service to rival Apple’s iTunes, sources familiar with the plans said on Friday.

Robbie Bach, a rising star at Microsoft who headed development of the Xbox video game business, is overseeing the project, one source said.

I have no idea if this is right, but it certainly seems like somebody ought to take a serious run at Apple’s dominant position in the digital music business. And who better than Microsoft?

[kfe1000]

Antwort auf Beitrag Nr.: 22.160.673 von kfe1000 am 17.06.06 13:50:13

[Briefing.com (PLAY) Ticker Alert for In Play]


26-Jun-06 07:22 ET

PortalPlayer estimates cut at JMP; firm discusses M&A possibilities (10.05)

JMP Securities lowers their PLAY estimates to account for the continuing lack of visibility in future business with Apple (AAPL) (largest customer accounting for over 90% of revenues in 2005) and a somewhat slower ramp for the Widows Vista notebook secondary display processor market. For small-cap value investors, they note that PLAY has almost $8.00 per share in cash and has lowered its operating expenses to minimize its cash burn rate. The firm believes that PLAY may either consolidate with Sigmatel (SGTL) in order to better compete with China-based Actions Semiconductor (ACTS) or it may be a strategic M&A acquisition candidate for players such as Broadcom (BRCM), NVIDIA (NVDA), Intel (INTC), TXN, etc., seeking an innovative design company with a healthy balance sheet.

[kfe1000]

Analyst: Potential iPod delays on tap
Supplier changes could lead to product postponements

Last Update: 2:47 PM ET Jun 28, 2006

SAN FRANCISCO (MarketWatch) -- The back-over-forth over when Apple Computer Inc. will release new iPods continued Wednesday, with an industry analyst saying there are signs that the company might have to delay introductions due to a change in component suppliers.
Apple's shares gave up $1.85, or more than 3%, to trade at $55.57 in the wake of a research note from Shaw Wu, an analyst with American Technology Research. Wu cut his 12-month price target on Apple's stock to $75 a share from $101, citing what he said was evidence that the company's next releases of iPod nanos and video iPods might be delayed for up to two calendar quarters.
Many industry watchers have kept their eyes on Apple
AAPL56.02, -1.41, -2.5% ) , expecting the Cupertino, Calif.-based company to come out with at least one upgrade to its iPod line in time for the back-to-school and Christmas-shopping seasons.
However, Wu said that Apple might postpone iPod releases because the company's switching from PortalPlayer Inc.
PLAY9.77, -0.07, -0.7% ) to another supplier for its system-on-a-chip technology, used to manage and store digital files in the iPod.
In a research note, Wu wrote that he believes Apple's going to use integrated video and audio processors from Samsung instead of PortalPlayer.
Chart of AAPL
The analyst also said that it remains likely that the new iPod nanos will come with 4 gigabytes and 8 gigabytes of NAND flash storage, compared with current models that hold 1GB, 2GB and 4GB of storage. Wu expects Apple to release the new iPod nanos in the December quarter, or one quarter later than previously anticipated.
Wu added that consensus Wall Street's estimates for Apple "continue to be unreasonable," as the company attempts to steer expectations to more acceptable levels after selling more than 40 million iPods in the first four years since the product's release.

[kfe1000]

der kurs hat sich jedenfalls ganz gut erholt.


Motley Fool
PortalPlayer Making a Comeback
Monday July 31, 10:04 am ET
By Anders Bylund

It hurts when a friend stabs you in the back. PortalPlayer (Nasdaq: PLAY - News) had planned to lean on revenues from Apple (Nasdaq: AAPL - News) for the rest of the year, since it had designed a chip just to power the next-generation video iPod. As much as 95% of PortalPlayer's sales would have rested on that product alone by the end of the year. However, for various reasons, Apple turned elsewhere for the chips.

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click here
But PortalPlayer seems to have pulled the knife out, and it's doing its best to find new friends. In its latest earnings report, the company said that it's finding great support for its Preface personal media display platform. Preface is a small screen mounted on the outside of a closed notebook computer, giving users quick access to certain information and media-player controls without firing up the main screen. It's about convenience and power savings, and quite frankly, it sounds like a pretty cool idea.

PortalPlayer Preface runs on Windows Vista, the upcoming operating system release from Microsoft (Nasdaq: MSFT - News), where the feature also is known as Windows SideShow. Its current partner list also includes ASUSTek, Acer, Quanta, and Compal, and talks are underway with several other potential customers. These may not be household names in the U.S., but the smallest of the four current partners sports worldwide 2005 revenues north of $8 billion, which makes them all bigger than Gateway (NYSE: GTW - News), for example. It doesn't hurt to be big in Japan and its neighboring countries.

All of that said, PortalPlayer still isn't out of the woods. It cut staff by 14% in June, and CEO Gary Johnson plans to leave the company at the end of the year to pursue other interests. PortalPlayer took its eye off the ball once and lost its most important customer. It can't afford to blow it again, and the success or failure of Preface is likely to make or break the company as a whole. The sooner Vista ships, the better for PortalPlayer. Right now, the business-oriented versions should make their debut in November 2006, so look for those cool Acer laptops around then. The future of one of its component-makers depends on them.

Microsoft is a Motley Fool Inside Value selection.

Fool contributor Anders Bylund doesn't own stock in any of the companies mentioned today. You can see for yourself, thanks to our Foolish disclosure rules.