Option NV - 500 Beiträge pro Seite

[kosto1929]

Hat jemand Infos über die Firma?


Thanx Kosto

[goodbuy2003]

Mitleidsposting

guuuuten Mooorgen!

[Frodxin]

Werfe dir mal was zum Lesen hin. Bin selbst schon seit Mitte Januar drin. Liest du Äktschner?

Cellcom Israël offers wireless broadband with Option’s Globetrotter FUSION



Leuven - Belgium, February 2 2005 - Option N.V. (Euronext: OPTI, OPIN.BR), the wireless technology company, today announced that Cellcom Israel has chosen Option’s GlobeTrotter FUSION™ as the new data card to further extend their broadband wireless data solutions to the corporate market. The GlobeTrotter FUSION™ Option branded data card is marketed directly by Cellcom to its customers and is supplied and supported locally through Option’s partner for the Israeli market, Yaar Mobile Data Communications.

Cellcom is the leading cellular communications operator and one of the strongest brands in Israel. The company has more than 2.4 million clients, a comprehensive countrywide coverage “from Dan to Eilat”, some 360 points of sale and 53 Cellcom Chain Service and Sale centers in Israel.

Cellcom`s customers will use the GlobeTrotter FUSION™ on Cellcom`s UMTS/GPRS/GSM and Wi-Fi networks in Israel as well as being able to roam on partner networks worldwide. Cellcom offers roaming services for 390 networks in 153 countries and GPRS roaming for 139 networks in 65 countries. WLAN and Wi-Fi services are provided by Cellcom through Excilan that has an extensive network of over 2.738 hot spots located across 34 countries.

Yaar Mobile Data Communication is Option’s long-term partner for the region. Both companies have in the past successfully marketed other Option products in Israel. Yaar Mobile Data Communication LTD specializes in integrated computer network systems and in finding complete solutions for its customers to the MDN Network Systems, providing advanced voice and wireless data solutions to customers on GSM/GPRS/UMTS networks.

On a 3G network the GlobeTrotter FUSION™ enables broadband connection to the internet at data speeds of up to 384kbps. Move into a range of public WiFi hotspot, the corporate WLAN or your home wireless network and the GlobeTrotter FUSION™ provides connection at speeds up to 54Mbps. In areas where 3G or WiFi services are not available GlobeTrotter FUSION™ still ensures reliable and secure data connection over the widely available GPRS services. Option’s GlobeTrotter Mobility Manager™ software enables users of the card to have fast, simple and easy access to wireless data whilst hiding from the user the complexity of underlying wireless 3G UMTS, GPRS and WLAN technologies. In conjunction with Option’s mobile IP solution the mobile user will be able to seamlessly roam between access technologies 3G/WLAN/2G with automatic authentication using GlobeTrotter FUSIONTM inbuilt support for PC Smart Card and EAP-SIM.


About OptionOption NV (www.option.com ), the wireless technology company, is a leading innovator in the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has built up an enviable reputation for creating exciting products that enhance the performance and functionality of wireless communications. Option’s headquarters are in Leuven, Belgium. The company has Research & Development in Leuven, a Software and Applications development centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics facility in Cork, Ireland.

For more information please contact:

Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]

Frederic Convent, CFO and General Counsel
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

[kosto1929]

Danke für die Info!

Ich bin sicher kein Leser.

[voxel]

Schade, dass sich hier keiner über die hervorragenden Aussichten von Option äußert.

Ich bin jedenfalls danbe und kaufe bei jedem Ausbruch nach.

Und die Amis werde auch kaufen.
Option announces implementation of Level I ADR Program



Leuven - Belgium, June 9 2005 - Option N.V. (Euronext: OPTI, OPIN.BR), the wireless technology company today announced that, with a view to increasing the liquidity of the Option shares and their visibility to the US investors, it has decided to implement a Level I American Depositary Receipts ("ADR") Program. An F-6 registration statement is being filed with The Securities and Exchange Commission and it is expected that the program will be declared effective in the coming weeks.

This Level I ADR Program has the following characteristics:
• ADRs are U.S. securities issued by a depositary bank representing shares of a non-US company. In this case The Bank of New York has been selected as depositary bank;
• An ADR gives, investors a voting right and future dividend rights according to the terms and conditions of the deposit agreement entered into between The Bank of New York, Option and future ADR holders;
• An ADR gives US investors access to the Option shares through the
over-the-counter market o¬n which ADRs are freely negotiable in the US.

Summary table
Effective Date: June 2005
Exchange: OTC
Ticker Symbol: OPNVY
CUSIP Number: 68401K 10 7
Ratio: 1 ADR: 1 Ordinary Share
Underlying share description: Common
Depositary Bank: The Bank of New York


For further information please contact

Jan Callewaert, CEO
Frederic Convent, CFO

Kolonel Begaultlaan 45
B-3012 Leuven, Belgium

Tel: [phone]
Fax: [phone]
E-mail: [e-mail]


Contact at Bank of New York

+ 1 212 815 2291
+ 44 207 964 6080


About Option
Option NV (www.option.com), the wireless technology company, is a leading innovator in the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has built up an enviable reputation for creating exciting products that enhance the performance and functionality of wireless communications. Option’s headquarters are in Leuven, Belgium. The company has Research & Development in Leuven, a Software and Applications development centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics facility in Cork, Ireland.


This announcement does not constitute or form any part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase to subscribe for, any securities in Option N.V.

[voxel]

Hutchison 3G Austria selects Option’s GlobeTrotter 3G QUAD™ data card for Austrian market



Leuven - Belgium, June 20 2005 - Option N.V. (Euronext: OPTI, OPIN.BR), the wireless technology company, today announced that Hutchison 3G Austria or 3 (www.drei.com) has chosen the GlobeTrotter 3G QUAD™ as wireless broadband data card for the Austrian market. The data card will be sold under 3’s brand.

Hutchison 3G Austria is a wholly owned subsidiary of Hong Kong based Hutchison Whampoa Ltd. The company delivers third-generation mobile multimedia and communications services under the 3 brand in Austria, offering a convergence of media, information and telephony to enable live video calls, multimedia content and entertainment while on the move. As of March 2005 the company served more than 240,000 customers. 3 services are available from sister companies in Australia, UK, Denmark, Hong Kong, Israel, Italy and Sweden. 3 also holds UMTS licenses in Ireland and Norway.

The GlobeTrotter 3G QUAD™ was the world’s first 5-band wireless data card combining 3G UMTS at 2100 MHz for EMEA markets and Quad band GPRS 850/900/1800/1900 MHz for worldwide markets in a single PC data card. On a 3G network, the GlobeTrotter 3G QUAD™ enables a connection to the internet at data speeds of up to 384kbps. In areas where 3G service coverage is not available the data card continues to provide a reliable and secure data connection over the widely available GPRS service.

About Option
Option NV (www.option.com), the wireless technology company, is a leading innovator in the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has built up an enviable reputation for creating exciting products that enhance the performance and functionality of wireless communications. Option’s headquarters are in Leuven, Belgium. The company has Research & Development in Leuven, a Software and Applications development centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics facility in Cork, Ireland.

For more information please contact
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO and General Counsel
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

About 3
Hutchison 3G Austria is a wholly owned subsidiary of Hutchison Whampoa Limited (“HWL”). Based in Hong Kong, HWL has been granted an UMTS license in November 2000 to operate third generation mobile services in Austria. In May 2003, Hutchison 3G Austria launched the first purely mobile multimedia in the Austrian market under the brand “3” and has already acquired the status of UMTS market leader with a total of 240,000 customers (as of March 2005). 3 is a convergence of telecommunication, internet and classic media, providing innovative multimedia products and services for mobile usage (e.g. video call, video clips, etc.) and conventional mobile communication services (e.g. voice calls, SMS, MMS).

Questions toMag. Maritheres Paul
Company spokesperson
Hutchison 3G Austria Gmb
Tel.: [phone]
3Mobile: [phone]
Fax: [phone]
Email: [e-mail]
Web: www.drei.at/Presse

[elli94]

wenn diese Infos, die hier verbreitet werden, mehr Gehör finden würden und das Thema UMTS und wireless technology wieder mehr in den Vordergrund rückt, was bald kommen wird, dann können wir von OPTION noch einiges erwarten!

[voxel]

Mein UMTS Favorit Option jetzt auf für US-Anleger interessanter.


The Bank of New York Appointed as Depositary Bank for Option N.V.

NEW YORK, June 24, 2005 - The Bank of New York, a global leader in securities servicing, has been selected as depositary for Option N.V.`s American depositary receipt (ADR) program. Each Option ADR represents one ordinary share of the company. The ADRs trade on the over-the-counter market under the symbol "OPNVY" and the ordinary shares are listed on the Euronext Brussels stock exchange.

Based in Belgium, Option N.V. designs, develops and manufactures technology products for wireless connectivity solutions. Frederic Convent, chief financial officer at Option, said, "The U.S. is an important market for our company, as shown by the fact that even before our ADR program, some 7% of our shares were owned by U.S. investors. With the establishment of this ADR program, we are confident that we can further raise our company`s visibility with U.S. investors and sell-side research analysts."

Option`s headquarters are in Leuven, Belgium. The company has a research & development center in Leuven, a software and applications development center in Adelsried, Germany, and an ISO 9002 production engineering and logistics facility in Cork, Ireland. More information about the company is available at www.option.com.

The Bank of New York sponsors more than 1,190 American and global depositary receipt programs, a 64% market share, acting in partnership with leading companies from 60 countries. With an unrivalled commitment to helping securities issuers succeed in the world`s rapidly evolving financial markets, the Bank delivers the industry`s most comprehensive suite of integrated depositary receipt, corporate trust and stock transfer services. Additional information is available at www.adrbny.com.

The Bank of New York Company, Inc. (NYSE: BK) is a global leader in providing a comprehensive array of services that enable institutions and individuals to move and manage their financial assets in more than 100 markets worldwide. The Company has a long tradition of collaborating with clients to deliver innovative solutions through its core competencies: securities servicing, treasury management, investment management, and individual & regional banking services. The Company`s extensive global client base includes a broad range of leading financial institutions, corporations, government entities, endowments and foundations. Its principal subsidiary, The Bank of New York, founded in 1784, is the oldest bank in the United States and has consistently played a prominent role in the evolution of financial markets worldwide. Additional information is available at www.bankofny.com.




For further information, please contact:

Dori Flanagan
[phone]

[voxel]

Ständig kommen gute neue Meldungen.
Und der Markt steht erst an Anfang. Die wenigsten Notebook nutzer haben eine Datenkarte.
In den nächsten Jahren kann es durchaus zum Standard werden.

ORANGE UK SELECTS OPTION’S GLOBETROTTER FUSIONTM

Leuven - Belgium, June 30 2005 - Option N.V. (Euronext: OPTI, OTC: OPNVY),
the wireless technology company, today announced that Orange UK, one of the leading mobile network operators, has chosen the GlobeTrotter FUSIONTM 3G UMTS/ GPRS/WLAN data card to further extend their offering of high speed wireless data solutions to the business market. Option’s FUSION product is marketed and sold under the Orange brand. The selection by Orange in the UK for Option’s GlobeTrotter
FUSIONTM product endorses the decision by Orange France earlier this year to launch FUSION within its local market.
Orange has the UK`s broadest integrated 3G/GPRS network for business, with 70% of the population covered by its 3G network - when customers move out of 3G coverage they will seamlessly transfer to the GPRS network. Orange has 3G coverage in major cities including London, Manchester, Edinburgh, Bristol, Belfast, Glasgow, Sheffield, Birmingham, Liverpool, Newcastle-upon-Tyne and Leeds, as well as popular
locations such as business parks, mainline intercity railway stations, motorway service areas, airports, conference centers, and hotels.
Orange UK customers are able to use 3G services in ten other countries,
including France, Spain, Italy, Germany, Portugal, Finland, Austria and Hong Kong - with more being added.
Orange is a founding member of the FreeMove alliance,
www.freemovealliance.com. Together with Telecom Italia Mobile, Telefónica Móviles and
T-Mobile, the FreeMove alliance is the number one network provider in all main European countries reaching 170 million customers in 21 countries. The FreeMove alliance is committed to using its collective scale, strength and expertise to deliver greater choice, flexibility and transparency.
2
On a 3G network the GlobeTrotter FUSION™ enables connection to the internet at data speeds of up to 384kbps. Move into a range of public WiFi hotspot, the corporate WLAN or your home wireless network and the GlobeTrotter FUSION™ provides connection at speeds up to 54Mbps. In areas where 3G or WiFi services are not available
GlobeTrotter FUSION™ still ensures reliable and secure data connection over the widely available GPRS services.

About Option
Option NV (www.option.com), the wireless technology company, is a leading innovator in the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has built up an enviable reputation for creating exciting products that enhance the
performance and functionality of wireless communications. Option’s headquarters are in Leuven, Belgium. The company has Research & Development in Leuven, a Software and Applications development centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics facility in Cork, Ireland. For more information please contact
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO and General Counsel
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

[voxel]

OPTION TO SUPPLY GLOBETROTTER 3G QUADTM
TO ‘ONE’ IN AUSTRIA
Leuven - Belgium, July 4 2005 - Option N.V. (Euronext: OPTI, OTC:
OPNVY), the wireless technology company, today announced that ONE GmbH,
serving about 1.5 million customers, has selected Option’s GlobeTrotter 3G
QUADTM. Earlier this year One GmbH selected Option’s GlobeTrotter FUSIONTM
data card that combines 3G/UMTS/GPRS and Wi-Fi technologies.
ONE Austria, which covers 98% of the population, is offering GPRS, UMTS
and WLAN services to its customers. ONE is member of the Starmap Mobile Alliance
(www.starmapalliance.com) which is helping the company to improve its position in
the Austrian market through giving all customers access to excellent services when
being abroad and offering a network of partners where customers feel like at home.
Turnover end of 2004 reached 705 million Euro`s with investments of up to 1.81
billion Euro`s. Shareholders include German E.ON (50.10%) Norway`s Telenor
(17.45%), Orange France (17.45%) and Denmark`s TDC (15%).
In selecting this second data card from Option’s portfolio of wireless
broadband products ONE is able to now offer its mobile users an entry level and
price competitive 3G-only data card. ONE’s continued choice for Option’s products
further demonstrates the confidence that it has in the company’s high quality leading
edge wireless data solutions.
GlobeTrotter 3G QUADTM is the perfect data card solution for the transatlantic
user. The data card delivers broadband wireless capability to laptops and notebooks
by combining 3G UMTS at 2100 MHz for EMEA markets and Quad band GPRS
850/900/1800/1900 MHz for worldwide markets in a single PC data card. On a 3G
network, GlobeTrotter 3G QUADTM enables connection to the Internet at data speeds
of up to 384kbps. In areas where 3G services are not available, the GlobeTrotter 3G
QUADTM still enables reliable and secure data connections over GPRS.
2
For more information please contact:
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO
Tel + 32 (0) 16 317 411
E-mail: [e-mail]
About Option
Option NV (www.option.com), the wireless technology company, is a leading
innovator in the design, development and manufacture of 3G WCDMA (HSDPA and
UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless
connectivity solutions. Option has built up an enviable reputation for creating
exciting products that enhance the performance and functionality of wireless
communications. Option’s headquarters are in Leuven (Belgium). The company has
an office in Atlanta (US), Research & Development in Leuven, a Software and
Applications development centre in Adelsried (Germany), and an ISO 9002
production engineering and logistics facility in Cork (Ireland).

[voxel]

Und noch mehr News...

WISSCOM MOBILE LAUNCHES OPTION’S EDGE/WLAN DATA CARD -
GLOBETROTTER COMBO EDGETM
Leuven - Belgium, July 5 2005 - Option N.V. (Euronext: OPTI, OTC:
OPNVY), the wireless technology company, today announced that Swisscom Mobile
has selected Option’s GlobeTrotter COMBO EDGETM as its EDGE data solution for
the Swiss market. The data card is marketed under Swisscom Mobile’s brand
‘Unlimited PC Card EDGE/GPRS/WLAN’. The GlobeTrotter COMBO EDGETM is the
second data card from the Option portfolio of wireless data cards to be selected by
Swisscom, and follows the success of the GlobeTrotter FUSIONTM data card
launched on the Swiss market last year.
Swisscom Mobile, Switzerland’s leading Telecoms Company, with a
customer base of 4.0 million mobile users, recently announced the launch of EDGE
and as such introduced Switzerland`s first broadband mobile network with nationwide
coverage. EDGE complements Swisscom Mobile`s existing technology mix, which
includes UMTS and WLAN, and increases the average mobile bandwidth from 30 to
as much as 200 kbps. After having announced EDGE mobile phones, the company
now introduces its first EDGE/WLAN PC data card for mobile professionals.
Swisscom Mobile`s UMTS network currently supplies some 90% of the Swiss
population and is complemented by more than 800 WLAN hotspots enabling very
high bandwidths in some locations. Thanks to the combination of these technologies
and the recent inclusion of EDGE, the mobile bandwidth available to NATEL®
customers has been increased from 30 to 100-200 kbps - many times faster than
that of ISDN which is available more or less all over Switzerland. With this move,
Swisscom Mobile is again taking a leading role in Switzerland and Europe.
2
Mobile Unlimited, the service that comes with all Swisscom data cards,
enables fast, uninterrupted mobile access to the Internet and company data. The
software always selects the fastest available technology (GPRS, EDGE or WLAN) at
any given time. Due to the integration of seamless handover technology, the
connection remains up during the switchover from one transmission technology to
another. The user only has to connect once. With Mobile Unlimited data
communications are as simple and fast on the move as they are from a fixed
workstation with broadband access.
Other mobile operators can licence Mobile Unlimited seamless handover
technology from Option under the brand name “Unlimited Connection”. Option offers
the Unlimited Connection companion software as a complement to its range of
wireless data cards and is taking the lead in the world wide marketing of Unlimited
Connection.
About Option
Option NV (www.option.com), the wireless technology company, is a leading
innovator in the design, development and manufacture of 3G WCDMA (HSDPA and
UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless
connectivity solutions. Option has built up an enviable reputation for creating exciting
products that enhance the performance and functionality of wireless
communications. Option’s headquarters are in Leuven, Belgium. The company has
Research & Development in Leuven, a Software and Applications development
centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics
facility in Cork, Ireland.
For more information please contact:
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

[voxel]

Nun auch in den Niederlanden...
Europa ist fest in Options Hand.

KPN LAUNCHES OPTION’S GLOBETROTTER FUSIONTM
IN DUTCH MARKET
Leuven - Belgium, July 6 2005 - Option N.V. (Euronext: OPTI, OTC: OPNVY), the
wireless technology company, today announced that KPN (Euronext: KPN KON), the
leading Dutch mobile operator has selected Option’s GlobeTrotter FUSION™ as the
wireless broadband data solution for its mobile customers. The data card is supplied and
supported by Option’s partner DAI Telecom/Telit. KPN commercialises the data card as
“Mobile Connect Card Wi-Fi/UMTS/GPRS”.
KPN, the market leader in the Netherlands, offers both fixed and mobile
telecommunication services to consumer and business segments providing a wide range of
mobile communication, information, entertainment and commercial services within the Dutch
market. As a business partner, KPN supports their customers` activities with state-of-the-art
integrated mobile communication solutions. The company serves more than 6.2 million
mobile users in Holland and also operates mobile networks in Germany (E-Plus) and in
Belgium (BASE) with substantial market presence in these countries through their strong
local brands. KPN continues to invest in the future by implementing a convergent broadband
strategy that combines cellular 3G/GPRS with traditional fixed line and Wi-Fi services. KPN
has chosen Option’s Globetrotter FUSIONTM data card, integrating 3G/GPRS and Wi-Fi
technologies in a single product, as the ideal convergent solution for its mobile users
Dai Telecom which is part of Telit Communications group is an international provider
of cutting-edge cellular M2M (Machine-to-Machine) technology, and a prominent branded
enhanced value-added reseller (EVAR) of a range of advanced cellular devices worldwide.
Telit is at the forefront of the cellular revolution, as both a producer and marketer of
advanced cellular technology and products. Telit owns a large number of valuable patents
and has especially strong in-house technology and development expertise. This mix of
technological proficiency and marketing know-how has allowed Telit to effectively and
nimbly penetrate numerous market segments by rapidly adapting existing manufacturer
products to market or brand-specific demands.
2
On a 3G network the GlobeTrotter FUSION™ enables broadband connection to the
internet at data speeds of up to 384kbps. Move into a range of public WiFi hotspot, the
corporate WLAN or your home wireless network and the GlobeTrotter FUSION™ provides
connection at speeds up to 54Mbps. In areas where 3G or WiFi services are not available
GlobeTrotter FUSION™ still ensures reliable and secure data connection over the widely
available GPRS services.
For more information please contact:
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO
Tel + 32 (0) 16 317 411
E-mail: [e-mail]
About Option
Option NV (www.option.com), the wireless technology company, is a leading innovator in
the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE,
GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has
built up an enviable reputation for creating exciting products that enhance the performance
and functionality of wireless communications. Option’s headquarters are in Leuven
(Belgium). The company has an extensive Research & Development centre based in
Leuven, a Software and Applications development centre in Adelsried (Germany), and an
ISO 9002 production engineering and logistics facility in Cork (Ireland).

[voxel]

Jetzt auch in Indien!
Schade dass sich keiner für Option interessiert.
Na ja vielleicht wenn sie bei 50 Eur stehen...

AIRTEL GIVES ‘EDGE BOOST’ IN INDIA
SELECTING EDGE DATA CARD FROM OPTION
Leuven - Belgium, July 11 2005 - Option N.V. (Euronext: OPTI, OTC:
OPNVY), the wireless technology company, today announced that Airtel India has
selected Option’s GlobeTrotter EDGE data card as wireless data solution for their
mobile users. The data card is being marketed directly by Airtel to its customers
whilst nationwide in-country support and supply logistics are provided by Option’s
Indian based partner Capitel Wireless.
Jan Callewaert, CEO at Option: “India is rapidly becoming the world`s fourth
largest economy and is already one of the world markets with the highest prospect
for growth. It was clear to us that this was a business opportunity that could not be
overlooked. I am therefore delighted that Airtel has chosen Option’s EDGE data
card as the preferred data solution for their customers. Option’s entrance in the
Indian market demonstrates that our technology and customer focus is highly
appreciated worldwide. I am looking forward to a mutually beneficial long term
partnership with Airtel.”
Mr. Atul Bindal, Director & Group Chief Marketing Officer – Mobility, Bharti
Tele-Ventures Ltd., "The launch of the Airtel Data Card adds to our suite of
m-business solutions. The data card will enable the most comprehensive wireless
data connectivity for people on the move all across the country and whilst roaming
internationally. As leaders, Airtel has always ensured that our customers get the best
value, enjoy the finest services, and benefit from cutting edge products. This data
card is yet a further example of our quality commitment to our customers.”
2
Airtel is India’s leading GSM service provider with over 10.6 million mobile
customers. The company is affiliated with Bharti Cellular Limited part of the biggest
private integrated telecom conglomerate Bharti Enterprises. Bharti (NSE: BARTHI,
BSE: BARTHI) provides a range of telecom services, which include Cellular, Basic,
Internet and, recently introduced, National Long Distance. Bharti offers mobile
services in 23 out of 23 circles in India, has a footprint in 21 states covering all four
metros and has as of the end of February 2005 more than 11.5 million satisfied
customers.
Option’s supply and logistics partner in India, Capitel Wireless Private
Limited, is a national leader in providing wireless communication solutions and
products that enable mobile operators to improve their productivity, coverage and
capacity. Founded in 2001, Capitel Wireless has experienced phenomenal growth
through its alliances with high technology corporations in more advanced countries
and has become a competitive telecommunication solution provider with access to
the highest standards of technology. Capitel Wireless has become one of the most
successful and fastest growing companies in India focusing on the distribution of
communications products, mobile handset terminals, and next generation
communication devices.
In addition to the GlobeTrotter EDGE wireless data card, Option is supplying
its premier GlobeTrotter Mobility Manager™ software enabling users of the card to
have fast, simple and easy access to wireless data whilst hiding from the user the
complexity of underlying wireless technologies. In conjunction with Unlimited
Connection™, Option’s mobile IP solution, the user will be able to seamlessly roam
between the data card’s EDGE and GPRS technologies and other network
connections available to the notebook computer such as Wi-Fi, Ethernet LAN or
ADSL. Both data cards fully support Microsoft’s PC Smart Card standard and
include EAP-SIM extensions for user-transparent and automatic authentication to
third party networks.
3
About Option
Option NV (www.option.com), the wireless technology company, is a leading
innovator in the design, development and manufacture of 3G WCDMA (HSDPA and
UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless
connectivity solutions. Option has built up an enviable reputation for creating exciting
products that enhance the performance and functionality of wireless
communications. Option’s headquarters are in Leuven, Belgium. The company has
Research & Development in Leuven, a Software and Applications development
centre in Adelsried (Germany) and an ISO 9002 production engineering and logistics
facility in Cork, Ireland.
For more information please contact:
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

[elli94]

Hi voxel!

ich habe bereits vor Jahren option nv gekauft, damals als Geheimtipp. habe den Höhenflug und den freien Fall mitgemacht. Immer schön gehalten. Bei 1 € wollte ich eigentlich mal so aus Spaß zocken und kaufen. habe es gelassen.
Diesen Thread zu Option gibt es ja erst seit Februar 05. Aber außer Dir scheint da so recht keiner auf dem laufenden zu sein.
Wenn man das liest, was Du an Infos hier veröffentlichst, dann muss die Aktie doch abgehen wie Schmidts Katze. Warum tut sie das nicht?

Gruß
elli94

[geldbohrer]

[posting]17.203.717 von elli94 am 11.07.05 13:25:41[/posting]Ihr seid nicht alleine. Nicht nur Ihr beobachtet Option!
Ich bin seid Febr.2005 dabei, als http://www.aktienperformer.de/ Option N.V. in die Empfehlungsliste und Musterdepot aufgenommen hat.

[elli94]

Hallo geldbohrer!

habe mir die Seite aktienperformer.de mal angesehen. Ist eine interessante Seite. Würde mich mal interessieren, ob Du depotmäßig schon Erfahrungen gesammelt hast?

Für Option NV sehe ich in Zukunft einen Riesenmarkt, zumal das Thema Festnetz und Kabelwirrwarr in naher Zukunft Vergangenheit sein wird.
Aber Option ist hier ja nur ein kleiner Player, der sehr schnell überholt oder geschluckt werden kann, oder?

[geldbohrer]

[posting]17.211.431 von elli94 am 12.07.05 09:25:57[/posting]Hi elli94!

Ich führe mein Depot bereits seit über 20 Jahre und habe schon einige Erfahrungen gesammelt. Wobei ich Hochs aber auch Tiefschläge erlebt habe. Im Großen und Ganzen richte ich seit einiger Zeit meine Transaktionen vornehmlich nach der Empfehlungsliste / Musterdepot von aktienperformer.de aus und bin dabei bisher von der Performance sehr zufrieden!
Allerdings ist mein Depot diversifiziert mit Genußscheinen, Global-Aktienfonds und Rohstofffonds. In Renten bin ich z.Zt. nicht investiert.
Meine Tendenz geht dahin, dass ich mich mehr und mehr nach aktienperformer.de ausrichten werde.

Bezüglich OPTION N.V. kann ich demnach nur sagen: Laufen lassen! Sollte evtl. eines Tages eine Übernahme anstehen, bin ich drum nicht böse. Dann würde sich meine Gewinnerwartung schneller einstellen als ich gehofft habe.

[elli94]

Hi geldbohrer!
Vielen Dank für die Infos!
Ich werde den aktienperformer mal genauer ansehen und ne Weile beobachten.
Die dort notierten Titel sind wirklich interessant.
Ich wundere mich aber über die Dt. Telekom, der DAX-Underperformer schlechthin. Ich halte die Aktie im übrigen seit Jahren.
Das Unternehmen Advanced Medien ist mir so nicht bekannt. Ich habe seit einiger Zeit em.tv wieder im Depot, wobei da sehr viel Phantasie drin steckt. Das KGV scheint auch recht hoch zu sein. Aber die WM 2006 macht das Ding zu einem Zocker-Papier, oder?

[voxel]

Auch Telefonica ist jetzt dabei. Das sorgt für Potential in Spanien und Lateinamerkika.
Und so langsam bewegt sicht auch der Kurs in die richtige Richtung. Ich denke wir werden mit Option in den nächsten Jahren noch viel Freude haben

TELEFÓNICA SELECTS OPTION TO SUPPLY TWO BROADBAND
WIRELESS DATA CARDS
Leuven - Belgium, July 18 2005 - Option N.V. (Euronext: OPTI, OTC: OPNVY),
the wireless technology company, today announced that it has been selected by leading
telecommunications supplier Telefónica Móviles Espana to supply two wireless data
cards for the operator’s mobile professional customers: the GlobeTrotter FUSIONTM and
the GlobeTrotter 3G. Telefónica’s choice for both products can be considered as an
additional recognition that Option’s product portfolio is one of the broadest in the industry.
In a market where the business requirements of the mobile professional can vary
widely, Telefónica’s mobile business users now have a choice between a high-end
3G/GPRS/WLAN data card (GlobeTrotter FUSION™) or the entry-level 3G/GPRS data
card (GlobeTrotter 3G).
“We are delighted to have Telefónica Móviles as a new customer,” says Option’s
CEO Jan Callewaert. “This agreement is important for us because it is the result of the
excellent partnership we have with the FreeMove alliance (see below), and most
members of the alliance are already sourcing their wireless data cards from Option. We
see our broad product portfolio, operator centric customization capabilities, and
excellence in quality, as the real strengths of our business offer. I am looking forward to
a long-term and fruitful relationship with Telefónica.”
Telefónica Móviles is part of the Telefónica Group (Madrid, New York: TEM), one
of the world’s top telecommunications companies with a client-base of over 100 million
customers in a potential market of 500 million. It is the incumbent operator in Spain, with
more than 19 million fixed and mobile telephony customers. The group also has the
largest percentage of business outside its home market, making it a reference point in the
Spanish/Portuguese speaking world. Telefónica has been a stable presence in Latin
America for 14 years. It ranks as the number one operator in the region, with over 47
million cellular customers in addition to offering integral communications solutions for
businesses.
2
Telefónica Móviles is a member of the FreeMove alliance,
www.freemovealliance.com. Together with Telecom Italia Mobile, Orange and T-Mobile,
the alliance is the number one network provider in all main European countries reaching
170 million customers in 21 countries. The FreeMove alliance is committed to using its
collective scale, strength and expertise to deliver greater choice, flexibility and
transparency.
On 3G networks the GlobeTrotter FUSION™ and the GlobeTrotter 3G data cards
enable broadband connection to the internet at data speeds of up to 384 Kbps. Move
within range of a public WiFi hotspot, the corporate wireless LAN or your home wireless
network, and the GlobeTrotter FUSION™ 3G/WLAN card provides connection at speeds
up to 54 Mbps. In areas where 3G or WiFi services are not available both the
GlobeTrotter FUSION™ and the GlobeTrotter 3G will supply reliable and secure data
connection via GPRS services.
About Option
Option NV (www.option.com), the wireless technology company, is a leading innovator in
the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE,
GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option
has built up an enviable reputation for creating exciting products that enhance the
performance and functionality of wireless communications. Option’s headquarters are in
Leuven, Belgium. The company has Research & Development in Leuven, a Software
and Applications development centre in Adelsried (Germany) and an ISO 9002
production engineering and logistics facility in Cork, Ireland.
For more information please contact:
Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]
Frederic Convent, CFO
Tel + 32 16 317 411
E-mail: [e-mail]
For more information about the company, visit us at www.option.com

[voxel]

Unsere Option hat wieder hervorragende Zahlen abgeliefert.

Das starke vierte Quartal mit dem Weihnachtsgeschäft kommt erst noch. Also zurücklehnen und Gewinne laufen lassen...

OPTION’S Q2 05 REVENUES OF EUR 48.9 M, ABOVE TOTAL SALES OF 1H 04
For immediate release
Leuven, Belgium –August 2nd, 2005 - Option N.V. (EURONEXT Brussels: OPTI; OTC:
OPNVY), the wireless technology company, today reported results for the second quarter
2005. The results are reported in Euro. In line with the regulatory environment the results, as
from January 1st 2005, are prepared in accordance with International Financial Reporting
Standards (IFRS). Following the Belgian regulator’s,CBFA, circular FMI/2003-02, the
financial presentation and the disclosures in this press release are allowed not to fully comply
with IAS 34 (“Interim financial reporting”) and with IFRS 1 (“First time adoption of International
Financial Reporting Standards”). 2004 figures, reported under USGAAP rules, have been
restated into IFRS and may differ from earnings releases issued in 2004.
The highlights of the second quarter and first half included:
 Revenues for the second quarter of fiscal year 2005 of EUR 48.9 million increased by
62% compared to the EUR 30.2 million generated in the second quarter of 2004.
 Gross margin of 45.1% on the Q2 revenues, related only to equipment sales, is in line
with the management forecast and showed a decrease compared to the 49.1% gross
margin of Q2, 2004, which was at the time positively influenced by development fees.
Excluding the weakening Euro compared to the USD during the quarter gross margin
remained at a level of 47.4%.
 EBIT increased to EUR 10.3 million (or 21.1% on revenues) during the quarter
compared to EUR 7.0 million (or 23.3% on revenues) in last year’s equivalent period.
 Net Earnings for the second quarter of 2005 were EUR 7.7 million or EUR 0.76 per
basic share and EUR 0.74 per diluted share, compared to a net profit of EUR 5.1
million or EUR 0.52 per basic share and EUR 0.50 per diluted share in Q2 2004.
 During the first half of 2005 revenues amounted to EUR 78.8 million which means an
increase of 66% compared to the EUR 47.5 million revenues generated during the
first half of 2004.
 The year-to-date gross margin is 46.9% compared to 47.8% gross margin in the first
half of 2004.
 During the first 6 months of 2005, the company realized an EBIT of 15.8 million (or
20.1% on revenues) compared to 8.8 million in the same period in 2004 (or 18.5% on
revenues).
 Net Earnings for the first half of 2005 were EUR 11.4 million or EUR 1.13 per basic
share and EUR 1.11 per diluted share, resulting in a growth of 75% of the net profit of
EUR 6.5 million or EUR 0.68 per basic share and EUR 0.66 per diluted share in the
first semester of 2004.
 The Company generated EUR 12.3 million cash from operating activities during the
first half of 2005, compared to EUR 10.2 million in the comparative period the
previous year.
 Inventories grew during the first half with EUR 6.6 million, mainly due to the building
of raw materials stocks in order to meet the strong sales order intake for the third
quarter, whilst the level of finished goods at quarter end remained very low (5.2% of
total inventory held).
 Mid June, Option announced the launch of a Level 1 ADR program which can create
additional visibility for our growth plan towards the the US domestic investment
community. The Bank of New York is currently selecting interested US market
makers for the ADR’s under OPNVY ticker.
In million of euros
Except for data per share
IFRS
Q2/05 Q2/04 1H/05 1H/04
LIMITED
REVIEW
LIMITED
REVIEW
LIMITED
REVIEW
LIMITED
REVIEW
Revenues 48.9 30.2 78.8 47.5
Gross Profit 22.0 14.8 37.0 22.7
Operating expenses 11.7 7.8 21.2 13.9
Operating Income 10.3 7.0 15.8 8.8
Net Income 7.7 5.1 11.4 6.5
Earnings per share (basic)
Euro 0.76 0.52 1.13 0.68
Commenting on the results, Mr. Callewaert, Founder and Chief Executive Officer said:
“Our company posted the highest revenues of any given quarter so far with 5.9 million EURO
above our already increased upper range first half-year sales guidance. A corresponding
gross margin of 45.1% remained in line with management expectations. With a net result of
7.7 million EURO for the quarter, 51% higher compared to last year’s equivalent period, our
company has performed excellently.
3G data cards represented 90% of unit sales during the quarter with 10% of non-3G data card
sales constituting the remainder. A high proportion of the non-3G sales were EDGE related
data cards.
The GlobeTrotter 3G Quad™ has and continues to be a market “best seller”. The
advantageous price elasticity of this product has had a positive influence on sales and has
further stimulated market demand. Volume shipments of GlobeTrotter combining WLAN
technologies within a single data card, has also been strong accounting for 27.5% of overall
unit sales in the past quarter.
Option continues to take a leading position in the booming market for wireless data cards, and
we see our evolution in the market as a major volume player. We have been successful in
further expanding our customer base bringing the total number of wireless operators to over
60.
We are adapting our organization to respond to the increased volume demand whilst
continuing to invest heavily in new products and technologies for our future growth.
Our HSDPA data card program remains on track for commercial product release during the
fourth quarter of this fiscal year when network infrastructure equipment will be deployed.
Currently we have HSDPA data cards in test across a number of our operator customers. As
a direct result of our ongoing HSDPA development program, sharing a common hardware
platform, 3G/EDGE and 3G/EDGE/WLAN data card products are scheduled for market
launch in September this year.
Our intensive discussions with laptop manufacturers have resulted in the development of a
PCI express mini card module with ultra light power consumption and is sampling at the
moment.
Last but not least we are entering the market of broadband fixed and mobile convergence by
bringing, in the coming months, a product to market that connects local WLAN users to the
Internet using wide area 3G networks.
By adding these products we believe we will continue to have the most comprehensive
product portfolio of wireless data products on the market encompassing HSDPA, UMTS,
EDGE, GPRS and WLAN technologies.
As we see the market conditions for wireless data cards further strengthening we are able to
provide our second half year guidance of between 96 –100 million EURO with net positive
earnings. As such our sales guidance for the full fiscal year is raised to 70%+ compared to
last year’s top line result”.
Financial Review (as per International Financial Reporting Standards for 2005 figures
and 2004 figures restated)
Income Statement
Revenues for the second quarter of fiscal year 2005 were EUR 48.9 million, compared to
EUR 30.2 million (+62%) generated during the second quarter of 2004. All second quarter
revenues originated from equipment sales, mainly the 3G-product line. During the second
quarter of 2004 98.5% of the revenues was generated through equipment sales and 1.5%
originated from development agreements.
During the first six months of 2005, the company generated revenues of EUR 78.8 million,
meaning an increase of 66% compared to EUR 47.5 million during the period in 2004.
Gross Profit
Taking into account a cost of goods sold of EUR 26.8 million, the gross profit reached EUR
22.0 million (45.1% on total sales), compared to a gross profit of EUR 14.8 million in the
second quarter of 2004 (49.1% on total sales). Year-to-date, the gross profit grew with 63%
to EUR 37.0 million (or 46.9% on total sales) coming from EUR 22.7 million (or 47.8% on
total sales).
Operating expenses
The quarterly operating expenses, including depreciation charges, are EUR 11.7 million,
compared to EUR 7.8 million in the second quarter of previous fiscal year.
The operating expenses for the first two quarters, including depreciation charges, are EUR
21.2 million, compared to EUR 13.9 million in the first two quarters of previous fiscal year.
Operating Income
The operating income for the second quarter was EUR 10.3 million, or 21.1% on Q2
revenues, compared to EUR 7.0 million, or 23.3% on total revenues in last year equivalent
period.
For the first half of 2005, the operating income amounted to EUR 15.8 million (or 20.1% on
sales). Compared to the operating income of EUR 8.8 million (or 18.5% on sales) of the first
half of 2004, which means an 80% growth.
Financial Results
During the second quarter of 2005, the company dealt with a negative financial result of EUR
1,000.3 thousand. The exchange rate losses on USD amounted to EUR 986.3 thousand. A
total of EUR 222.0 thousand financial discounts were given to customers for cash payments
and the other financial costs of EUR 49.4 thousand were mainly related to leasing contracts.
The company generated a financial revenue of EUR 241.6 thousand from a risk-free
investment of the available cash.
The total exchange rate losses during the last 4 quarters amounted to EUR 740 thousand or
0.55% on total sales of that period.
Net Results
The net profit for the second quarter amounts to EUR 7.7 million or EUR 0.76 per basic share
(or EUR 0.74 per diluted share). This compared to a net profit of EUR 5.1 million or EUR 0.52
per basic share (or EUR 0.50 per diluted share) during the second quarter of 2004.
The net profit, for the first half of 2005, amounts to EUR 11.4 million or EUR 1.13 per basic
share (or EUR 1.11 per diluted share). This compared to a net profit of EUR 6.5 million or
EUR 0.68 per basic share (or EUR 0.66 per diluted share) during the first half of 2004.
Balance Sheet
Cash increased from EUR 31.6 million at the end of 2004 to EUR 39.3 million at the end of
the second quarter.
Accounts Receivable increased from EUR 15.5 million at the end of 2004 to EUR 30.9 million
at the end of the second quarter 2005.
During the first semester, inventories have increased from EUR 5,6 million to EUR 12.1
million. This increase is explained by the building of raw materials stocks in order to meet the
strong sales order intake for the third quarter, whilst, with 5.2% of the total inventories, the
level of finished goods at quarter end remains very low.
Thanks to the positive results the Company further reduces its deferred tax asset by an
amount of EUR 2.1 million during six months, resulting in a deferred tax asset of EUR 1.2
million.
IFRS impact: under USGAAP the deferred tax asset would have been EUR 1.3 million higher
mainly as a result of the non-capitalization of the commercial development projects in the
former reporting standard.
Fixed assets were EUR 11.9 million (net book value) as at June 30th 2005, an increase of 1.7
million compared to the net book value of EUR 10.2 million at the end of the previous fiscal
year. In the course of 2005 the Company invested mainly in additional test equipment and
development projects.
IFRS impact: under USGAAP, at quarter-end, the net book value of the fixed assets would
have been EUR 7.5 million. The difference results solely from the capitalization under IFRS
during the previous years of the commercial development projects as intangible assets.
Total current liabilities increased from EUR 19.8 million at the end 2004 to EUR 38.0 million.
This increase is mainly due to the increase of the accounts payable reflecting the increased
business activities of the Company.
On total assets of EUR 96.5 million the equity, amounted to EUR 58.2 million, which results in
a solvency ratio of 60.4% at quarter-end.
The Company generated EUR 12.3 million cash from operating activities during the first half
of 2005, compared to EUR 10.2 million generated in the first half of 2004.
REPORT OF THE STATUTORY AUDITOR
Deloitte Bedrijfsrevisoren has conducted a limited review of the half-yearly consolidated
financial information for the half year ended June 30, 2005. This limited review consisted
principally of analysis, comparison and discussions of the financial information and therefore
was less extensive than an audit, the purpose of which is to form an opinion on the financial
statements taken as a whole. This review did not disclose any elements that would have
required significant corrections in the half-yearly consolidated financial information.
OPTION N.V.
IFRS Consolidated Balance Sheet at June 30, 2005 and December 31, 2004
40.3399 June 30, 2005 December 31, 2004
In 000 EUR 000 EUR 000 EUR
LIMITED REVIEW LIMITED REVIEW
Assets
Cash & Cash Equivalents 39,255.9 31,612.1
Accounts receivable 30,911.7 15,507.1
Other receivables 1.108.9 883.9
Inventories 12.134.2 5,559.8
Total current assets 83,410.6 53,562.9
Property & equipment 5,682.3 3,189.9
Intangible assets 6,178.9 7,022.7
Deferred taxes 1,178.9 3,266.3
Total non-current assets 13.040,1 13,478.9
Total Assets 96,450.7 67,041.8
Liabilities & shareholders’ equity
Accounts payable 33,129,3 15,711.6
Salaries, tax and payroll related liabilities 1,620.9 1,196.0
Short-term debt 710.9 911.2
Accrued expenses & Deferred Income 2,527.8 1,997.9
Total current liabilities 37,988.9 19,816.8
Subordinated long-term debt 221.7 221.7
Long-term debt 22.7 286.2
Total non- current liabilities 244.4 507.9
Common Stock 49,806.6 49,708.4
Retained earnings 8,410.8 -2,991.2
Total Shareholders’ Equity 58,217.4 46,717.2
Total liabilities + Equity 96,450.7 67,041.8
OPTION N.V.
IFRS Consolidated Income Statement for Q2/2005 and Q2/2004 and for the period
ending June 30th, 2005-2004
In 000 EUR Q2/2005 Q2/2004 1st HALF, 2005 1st HALF, 2004
000 EUR 000 EUR 000 EUR 000 EUR
LIMITED
REVIEW
LIMITED
REVIEW
LIMITED
REVIEW
LIMITED
REVIEW
Net Sales 48,868.8 30,199.0 78,846.1 47,519.0
Cost of goods sold -26,833.7 -15,381.5 -41,861.3 -24,800.9
Gross Profit 22,035.1 14,817.5 36,984.8 22,718.1
Gross Margin % 45.1% 49.1% 46.9% 47,8%
Research & Development -3,668.3 -2,787.1 -7,889.4 -5,259.6
Sales, Marketing & royalty
expenses -6,754.6 -3,861.7 -11,048.5 -6,591.9
General & Administrative -1,308.6 -1,123.2 -2,227.8 -2,059.1
Operating Income 10,303.5 7,045.4 15,819.0 8,807.4
Oper Profit / Turnover % 21.1% 23.3% 20.1% 18.5%
Depreciation and
amortization 1,676.4 926.2 3,187.8 1,721.9
EBITDA 11,979.9 7,971.6 19,006.8 10,529.3
EBITDA / Turnover % 24.5% 26.4% 24.1% 22.2%
Exchange gain/(Loss) -986.3 -206.1 -1,569.0 -255.2
Extraodinary Income /
expanse 0.0 0.5 0.0 0.5
Finance Income/(Expense) -14.0 -105.1 -40.1 -116.1
Income/Loss before Taxes 9,303.3 6,734.7 14,210.0 8,436.6
Income tax -1,620.7 -1,599.7 -2,807.9 -1,908.1
Net Result 7,682.5 5,135.1 11,402.1 6,528.6
Average # Shares
Outstanding 10,105,354 9,784,683 10,105,354 9,535,648
Average # diluted Shares
Outstanding 10,312,457 10,174,012 10,312,491 9,924,832
Net Result per Share in
EUR 0.76 0.52 1.13 0.68
Net Result per diluted
Share in EUR 0.74 0.50 1.11 0.66
OPTION N.V.
IFRS Consolidated Statement of Cash Flow at June 30, 2005
and June 30, 2004
In 000 EUR 1st HALF, 2005 1st HALF, 2004
000 EUR 000 EUR
LIMITED REVIEW LIMITED REVIEW
Cash Flows from Operating Activities
Net result (A) 11,402.1 6,528.6
Non Cash adjustments
Depreciation & amort. 3,284.1 1,894.2
Own development capitalized -713.5 -1,483.5
Capital increase & related costs 98.2 0.0
Translation differences -0.1 0.0
Deferred taxes 2,800.6 1,898.2
Write-off inventories 142.1 -6.0
Write-off trade debtors 0.4 0.0
Total non cash adjustments (B) 5,611.8 2,302.9
Change in operating assets and liabilities
Accounts receivable -15,405.1 -8,739.9
Inventories -6,716.4 -577.7
Other assets -225.0 -107.6
Accounts payable 17,417.7 9,487.9
Salaries, taxes and payroll related liabilities -288.3 274.9
Accrued expenses & Deferred Income 529.9 1,008.1
Total change in assets & liabilities (C) -4,687.2 1,345.7
Cash Flows from Operating Activities 12,326.7 10,177.2
Cash Flows from Investing Activities
Intangible fixed assets -687.8 -1,479.4
Purchases of plant equipment -3,531.4 -475.4
Total cash flow from investing activities (D) -4,219.2 -1,954.8
Cash Flows from Financing Activities
Proceeds from long term debt -263.4 -209.6
Repayments from short term debt -200.3 -1,549.1
Capital Increase and related costs 0.0 8,270.4
Net cash flow from financing activities (E) -463.7 6,511.7
Net Cash Flow (A)+(B)+(C)+(D)+(E) 7,643.8 14,734.1
Net Increase / Decrease in Cash and Equivalents
Cash at beginning of period 31,612.1 9,136.6
Cash at end of period 39,255.9 23,870.7
Difference 7,643.8 14,734.1
Transition to IFRS
As from January 1st, 2005 the company has adopted International Financial Reporting Standards. The
consequence of this transition will mainly show in the intangible assets through capitalization of
commercial development projects and as a consequence also in the deferred taxes
The Board if Directors has decided that capitalized development will be depreciated over a period of two
years, in line with the life cycle of the related products in a very fast moving high tech environment.
Effect on shareholders’ equity
(I) - Dec 31st,
2003
(II) - Dec
31st, 2004
(III) - Jun 30th,
2005
USGAAP (audited I & II) 19,150.0 43,009.2 55,164.7
a) Operating expenses (development
and related depreciation)
1,190.2 4,062.5 -899.9
b) Deferred taxes -402.0 -1,142.7 244.7
c) Difference rolled forward: Sum of a)
and b) of previous years
788.2 3,708.0
IFRS (Limited review II & III) 19,938.2 46,717.2 58,217.5
This press release contains forward-looking information that involves risks and uncertainties, including
statements about the company`s plans, objectives, expectations and intentions. Such statements
include, without limitation, discussions concerning the company’s strategic direction and new product
introductions and developments. Readers are cautioned that such forward-looking statements involve
known and unknown risks and uncertainties that may cause actual results to differ materially than those
set forth in the forward looking statements. The risks and uncertainties include, without limitation, the
early stage of the market for connectivity and integrated wireless products and solutions for portable
and handheld computers and mobile telephones, the management of growth, the ability of the company
to develop and successfully market new products, rapid technological change and competition. The
forward-looking statements contained herein speak only as of the date of this press release. The
company expressly disclaims any obligation or undertaking to release publicly any updates or revisions
to any such statement to reflect any change in the company`s expectations or any change in events,
conditions or circumstance on which any such statement is based.
For further information please contact:
Jan Callewaert, Founder & CEO
Frederic Convent, CFO & General Counsel
Kolonel Begaultlaan 45
B-3012 Leuven, Belgium
TEL: [phone]
FAX [phone]
e-mail : [e-mail]
About Option (www.option.com) - EURONEXT Brussels OPTI –OTC: OPNVY
Option is the wireless technology company and is a leading innovator in the design,
development and manufacture of 3G UMTS-HSDPA, EDGE, GPRS, GSM and WLAN
technology products for wireless connectivity solutions. Option has built up a solid reputation
for creating exciting products that enhance the performance and functionality of wireless
communications. Option’s headquarters are in Leuven, Belgium. The company has Research
& Development in Leuven, a Software and Applications development centre in Adelsried
(Germany) and an ISO 9002 production engineering and logistics facility in Cork, Ireland.

[elli94]

Hallo!
Nun habe ich mal eine ganz dumme Frage.

Option hat nun ja wahrlich einen guten Lauf. Auffallend ist aber der geringe Umsatz. Der Kurs steigt und steigt, aber offensichtlich bei 0 Umsatz (zumindest in Deutschland). Wo wird das Papier mit Umsatz gehandelt, in Brüssel?
Irgendwie verstehe ich das nicht
Kann mir da mal jemand was zu sagen?

[voxel]

Hallo elli94.
Die Hauptbörse von Option ist Euronext in Brüssel.
www.euronext.com
http://www.option.be/invest/5_stockquote.cfm
Da wird sie auch anständige gehandelt.

In Deutschland fristet Option eher ein Mauerblümchendasein. Aber das finde ich gar nicht so schlecht. Die Empfehlungen von irgendwelchen Blättchen kommen bestimmt noch auf höherem Kursniveau.

Bis dahin, abwarten und Gewinne laufen lassen. ;-)

[elli94]

Hallo!
Seit Beginn des Jahres erlebt Option NV ein wahres Kursfeuerwerk. Innerhalb kürzester Zeit werden 40 und 50 € geknackt und keiner diskutiert diese Ralley im Threadbereich. Seit dem 08.08. kein Eintrag mehr!
Beruht diese Ralley auf fundamentale Daten oder ist es eher die Fantasie, dass in Kürze jeder Mensch mobil im Internet rumsurft und überall online sein will und muss und dass Option daran kräftig verdienen wird?
Das ist vielleicht heute noch unvorstellbar. Aber wer hätte noch vor 10 Jahren gedacht, dass ein Leben ohne Handys quasi nicht mehr möglich ist?
Ich bleibe auf jeden Fall dabei!

[geldbohrer]

[posting]18.144.895 von elli94 am 05.10.05 10:17:13[/posting]Fundamental ist die Aktie klar unterbewertet.
Pass auf, es geht noch viel weiter!
Gruß Geldbohrer

[Pimperator]

OPTION POSTS RECORD REVENUES AND NET EARNINGS IN Q3 2005
Leuven, Belgium – October 27th, 2005 - Option N.V. (EURONEXT Brussels: OPTI; OTC:
OPNVY), the wireless technology company, today reported results for the third quarter 2005.
The results are reported in Euro. In line with the regulatory environment the results, as from
January 1st 2005, are prepared in accordance with International Financial Reporting
Standards (IFRS). 2004 figures, reported under USGAAP rules, have been restated into IFRS
and may differ from earnings releases issued in 2004.
The highlights of the third quarter and year-to-date included:
· Revenues for the third quarter of fiscal year 2005 of EUR 55.9 million increased by
142% compared to the EUR 23.1 million generated in the third quarter of 2004.
· Gross margin of 41.3% on the Q3 revenues, related only to equipment sales, showed
a decrease compared to the 52.8% gross margin of Q3, 2004 which was at the time
positively influenced by development fees. Excluding the weakening Euro compared
to the USD during the quarter and the margin influence following a robust demand in
GlobeTrotter 3G Quad ™, gross margin remained at a level of 44.8%.
· EBIT increased to EUR 11.0 million or 19.7% on revenues during the quarter
compared to EUR 5.9 million or 25.7% on revenues in last year’s equivalent period.
· Net Earnings for the third quarter of 2005 were EUR 8.4 million or EUR 0.83 per basic
share and EUR 0.81 per diluted share, compared to a net profit of EUR 4.5 million or
EUR 0.46 per basic share and EUR 0.44 per diluted share in Q3 2004.
· During the first three quarters of 2005 revenues amounted to EUR 134.7 million
which means an increase of 91% compared to the EUR 70.6 million revenues
generated during the first three quarters of 2004.
· The year-to-date gross margin is 44.6% compared to 49.4% gross margin during the
equivalent period of 2004.
· During the first 9 months of 2005, the company realized an EBIT of 26.8 million (or
19.9% on revenues) compared to 14.7 million in the same period in 2004 (or 20.9%
on revenues).
· The 2005 year-to-date net earnings were EUR 19.8 million or EUR 1.96 per basic
share and EUR 1.92 per diluted share, resulting in a growth of 79% of the net profit of
EUR 14.6 million or EUR 1.14 per basic share and EUR 1.10 per diluted share in the
first three quarters of 2004.
· The Company generated EUR 22.5 million cash from operating activities during the
first three quarters of 2005, compared to EUR 14.1 million in the comparative period
the previous year.
· Inventories grew during the last quarter with EUR 2.1 million, mainly due to the
building of additional components stocks in order to meet the strong sales order
intake for the fourth quarter, whilst the level of finished goods at quarter end remained
very low, 11.6% of total inventory held.


Hier entsteht ein europäischer Wachstumskonzern par excellence und niemand merkt es. Seis drum. Kurs steigt ja auch ohne Empfehlungen stetig Richtung Norden.

[voxel]

Immer noch so ruhig hier ;-)
So liebe ich das.

Heute haben wir die 55 Eur geknackt.

Einfach zurücklehnen und Gewinne laufen lassen.
Mein nächstes Ziel sind die 75 Eur Frühling 2006.

Grüße
voxel

[geldbohrer]

[posting]18.639.533 von voxel am 07.11.05 20:08:18[/posting]Hi voxel,
da dürftest Du in etwa richtig liegen!
Gruß
geldbohrer

[elli94]

Hallo zusammen!

Ich bin wahrlich kein Chartprofi. Aber so sieht in der Tat ein Musterchart aus.

Ich gehe auch von noch höheren Kursen in 2006 und 2007 aus. Ich glaube auch an Kurse jenseits der 100 € innerhalb der nächsten 18 Monate. Aber sollte man hier bei 55 € nochmal nachkaufen? Dafür ist mir das Risiko zu hoch.
Was ist, wenn ein großer den doch noch recht kleinen Laden feindlich übernehmen will?

Trotzalledem freut mich die Entwicklung...

Gruß
elli94

[geldbohrer]

[posting]18.668.973 von elli94 am 08.11.05 11:08:11[/posting]Hi elli94,
freue Dich doch wenn einer den "Laden" kaufen will!
Der wird bestimmt nicht 56-57 € je Aktie zahlen. Sondern garantiert, sagen wir mal vorsichtig, z.Zt. 73-75 € zahlen; und wenn er damit noch 1 bis 2 Jahre wartet, zahlt er bestimmt über 100 €.

Gruß
geldbohrer

[kosto1929]

Vorteil - das Unternehmen ist noch weitgehend unbekannt

[Pimperator]

Das mit der Bekanntheit wird sich in den nächsten Wochen/Monaten wohl ändern.
Habe mir gerade mal ein paar Homepages in Deutschland von Mobilfunkanbietern angeschaut und nach den Mobile-Datenkarten gesucht. Habe etwas festgestellt, was recht interessant für euch sein könnte. Ich wohne in Österreich und wir scheinen hier mobilfunktechnisch einen Schritt weiter zu sein. Mir ist aufgefallen, dass in Deutschland die Karten für Businesskunden angeboten werden und das auch nur sehr zurückhalten (noch nicht wirklich beworben). Außerdem kosten 500 MB ungefähr 60 Euro monatlich.
In Österreich läuft seit einigen Wochen Fernsehwerbung von Mobilfunkanbietern wie A1 oder T-Mobile, in denen die Option-Karten aktiv für Privatkunden beworben werden. 500 MB kosten ca. 30 Euro im Monat (T-Mobile). 1000 MB kosten 49 Euro (A1). Und so schaut die Zukunft aus. Also Mobiles Internet für alle. Wenn die Brandbreite größer wird, ist eine echte Konkurrenz zu den klassischen Modemanbieter möglich. Und das tolle: Alle Karten aller Anbieter in Österreich sind von Option (soweit ich feststellen konnte). Scheint ein echtes Technologiemonopol zu sein. Und sie arbeiten schon an der nächsten Generation.
Schaut also alles nach weiter steigenden Kursen aus.

[voxel]

Hallo Pimperator,

danke für die Information.
Option hat eine unheimlich große Marge mit den Datenkarten. Noch verkaufen sie relativ wenige und verdienen aufgrund der hohen Umsatzrendite trotzdem gut dabei.

Sollte die Datenkarte ein echtes Massenprodukt werden, hätten wir einen enormen Umsatz und Gewinnschub.

Aufgrund der hohen Preise glaube ich aber erstmal an die lukrative Nische in der sich Option sehr gut macht.

Aber nichts ist unmöglich. Es bleibt spannend...

[voxel]

Jetzt auch in Australien unterwegs. Beim nächsten Kursürckgang werde ich Option aufstocken.

Optus selects two Option GlobeTrotter 3G data cards



Leuven - Belgium, November 14, 2005 - Option N.V. (Euronext: OPTI, OTC: OPNVY), the wireless technology company, today announced that Optus has chosen the GlobeTrotter FUSION QUAD and the GlobeTrotter 3G QUAD as cornerstones of the network operator’s large-scale commercial launch of broadband wireless data cards in Sydney, Canberra, Melbourne, the Brisbane CBD, and airport locations in Brisbane, Adelaide and Perth, as well as 630 partner Wi-Fi Hotspot locations operated by Azure the leading Australian provider of high-speed wireless Hotspot Internet services.

The GlobeTrotter wireless data cards, commercialized as part of the “Optus Wireless Connect” program, are customized and sold in Australia under the ‘Yes’ Optus brand.

Optus is an Australian leader in integrated communications - serving more than 6 million customers each day. The company provides a broad range of communications services including mobile services. Optus’ Mobile business unit has captured around one third of the total Australian GSM mobile market and leads the market in mobile data take up. In 2001 SingTel (Singapore Exchange, SGX: SingTel) became the parent company of Optus paving the way for Optus to become a strong and strategic telecommunications player within the Asia-Pacific region.

Optus Mobile is also a member of the “Bridge Mobile Alliance”. This alliance is a joint venture of 7 leading Asia Pacific mobile operators that looks at driving commercial and other benefits for the operators and delivering regional mobile services to their subscribers. Together, the group has a combined base of over 56 million subscribers, making it the largest mobile joint venture in the Asia Pacific region.

On 3G networks the GlobeTrotter FUSION QUAD and the GlobeTrotter 3G QUAD data cards enable broadband connection to the internet at data speeds of up to 384 Kbps. Move within range of a public WiFi hotspot, the corporate wireless LAN or your home wireless network, and the GlobeTrotter FUSION QUAD, with integrated WLAN/Wi-Fi functionality, provides connection at speeds up to 54 Mbps. In areas where 3G or WiFi services are not available both the GlobeTrotter FUSION QUAD and the GlobeTrotter 3G QUAD will supply reliable and secure data connection over the GPRS service.

ABOUT OPTION

Option NV (www.option.com ), the wireless technology company, is a leading innovator in the design, development and manufacture of 3G WCDMA (HSDPA and UMTS), EDGE, GPRS, GSM and WLAN technology products for wireless connectivity solutions. Option has built up an enviable reputation for creating exciting products that enhance the performance and functionality of wireless communications. Option’s headquarters are in Leuven, Belgium. The company has Research & Development in Leuven, a Software and Applications development centre in Adelsried (Germany), a wireless router development centre in Stockholm (Sweden) and an ISO 9002 production engineering and logistics facility in Cork, Ireland.

FOR MORE INFORMATION PLEASE CONTACT:

Douglas Ros, Vice President Business Development & Marketing
Tel [phone]
E-mail: [e-mail]

Frederic Convent, CFO
Tel + 32 (0) 16 317 411
E-mail: [e-mail]

[voxel]

Option is ‘Company of the year 2005’


The stock quoted Louvain technology company Option is the new ‘Onderneming van het Jaar’. This year, Ernst & Young has organized the 11th edition of the ‘Onderneming van het Jaar’, in collaboration with De Tijd, Fortis Bank and Kanaal Z. Option was chosen as the winner from a selection of six finalists that were nominated, including: Arinso, Artwork Systems, Cartamundi, Delta Light, JBC and Option. Option was nominated for the second year running.

Option CEO Jan Callewaert was awarded the prize by the Belgian Prime Minister Guy Verhofstadt. And, for the first time, Minister-president Yves Leterme awarded ‘The Flemish Government Prize for the Most Promising Company’. The West Flanders company Televic is the first winner of this award.

11th ‘Onderneming van het Jaar’
The election of ‘Onderneming van het Jaar’ has now reached its 11th edition. Ernst & Young organised the election for the first time in Belgium in 1995, with the aim of drawing attention to successful companies that have earned it and to honour them for their accomplishments. “Since then, our award has grown to have permanent value, with high prestige in the Flemish business world. It has become an annual tradition for Prime Minister Verhofstadt to award it. We are very happy that our initiative has built up a particularly strong reputation through the years and has acquired such cachet. This makes it possible for us to highlight the enterprising spirit of our country in a suitable way,” says Jo Sanders, Head of Ernst & Young Advisory.

“We are very glad that the Flemish Government also wishes to contribute. With the first award of ‘The Flemish Government Prize for the Most Promising Company’, Minister-president Yves Leterme wants to emphasize that entrepreneurship is high up on the Flemish Government’s agenda. After all, traditionally Flanders has been a bastion of entrepreneurs, who form the basis of our prosperity with their smaller or larger businesses,” continues Jo Sanders.
Option takes its place in the impressive list of prizewinners alongside Deceuninck (2004), Miko (2003), Omega Pharma (2002), Resilux (2001), Melexis (2000), Sioen Industries (1999), Compex (1998), Icos Vision Systems (1997), ECA (1996) and Real Software (1995).

Jury honours Option and rewards Televic
Jury chairman Paul Buysse says about the ‘Onderneming van het Jaar’: “The jury was impressed by the vigour of the management and the rock-solid belief that they displayed in the further growth of the company. With unceasing dedication they have always continued working further on the development of the company, which has undergone spectacular growth. They also have always had an eye for profitable growth together with constant international expansion of their technological base. Option’s management applies the core elements of corporate governance and communicates realistically with its stakeholders. The company fulfilled almost all of the criteria the jury had set. And Option’s success has an inspiring effect.”

To be eligible for "Onderneming van het Jaar", a number of basic criteria are applied. Candidates must fulfil a number of quantitative specifications and then a thorough qualitative and quantitative analysis and audit is performed by Ernst & Young experts. On the basis of this exhaustive dossier, six companies were ultimately nominated as finalists: Arinso, Artwork Systems, Cartamundi, Delta Light, JBC and Option. Based on these presentations and the comprehensive dossier, the jury ultimately chose Option as ‘Onderneming van het Jaar 2005’.

For ‘The Flemish Government Prize for the Most Promising Company’ the jury’s preference went to Televic. With this new prize, a first generation company that has grown strongly and scores top marks in one of the criteria (entrepreneurship, strategic vision, innovation, internationalisation, competitiveness and responsible management) has been garlanded.

The jury for ‘Onderneming van het Jaar’ consists of representatives from the business and academic world and for several years it has been under the chairmanship of Baron Paul Buysse. The jury was composed of Clement De Meersman (CEO of Deceuninck and 2004 winner), Martin De Prycker (CEO of Barco), Rik Duyck (|Chairman of Flemish Management Association), Philippe Muyters (Managing Director of VOKA), Geert Noels (Managing Director and Chief Economist at Petercam), Hans Crijns (Professor at Vlerick Leuven Gent Management School), Michèle Sioen (CEO of Sioen Industries), Marc Van Cauteren (Chief Editor at De Tijd) and Paul Windey (Chairman of National Labour Council).

Profile: OPTION, winner of ‘Onderneming van het Jaar 2005’

Option, founded in 1987, is a stock quoted technology company that designs innovative wireless broadband solutions and develops, produces and sells to network operators and IT manufacturers worldwide.

The company, with branches in Belgium, Germany and Ireland, has over 230 staff members and is recruiting yet more highly skilled engineers to steer the current growth phase. Option achieved a turnover of 102.5 million euro in 2004, an increase of 80% on 2003’s figure.

Jan Callewaert, Option’s CEO, and his team, with their vision and well thought out business approach, have successfully piloted Option through turbulent times. The breakthrough came in 2002. The launch of the GPRS GlobeTrotter data card, together with Vodafone, provided the first product success. With this data card, people can, via a notebook, surf wirelessly on the Internet, read and send emails, consult business networks etc. In 2004 the product family was further expanded to 5 data cards, including new product successes such as the GlobeTrotter 3G/GPRS data card using the UMTS networks and the GlobeTrotter FUSION data card that makes UMTS, GPRS and Wi-Fi connections possible. The customer base was also powerfully expanded with names like T-Mobile, Orange, Airtel India, Cingular etc.

For 2005, new HSDPA data cards are on the menu as well as the launch of a new product family of ‘wireless modules’ for incorporating into PCs. The 2005 figures already herald further growth: the turnover may reach 175 million euro, a rise of 70% on 2004.

[Pimperator]

Und weiter gehts:

Leuven - Belgium, November 18, 2005 - Option N.V. (Euronext: OPTI, OTC: OPNVY), the wireless technology company, today announced that it has won the prestigious ‘Golden Bridge Award’ awarded annually by the Belgian-Luxembourg Chamber of Commerce to the Belgian/Luxembourg company rated highest for its achievements in exporting to the United Kingdom. The result was announced by H.E. Baron Thierry de Gruben, Ambassador of the King of the Belgians in Great Britain during a Gala Diner in London on 17th November.

Chairman of the Belgian-Luxemburg Chamber of Commerce, Michel Vanhoonacker, said: “The quality of the finalists was exceptionally good and the jury had an extremely difficult task to choose a winner between winners. Eventually, Option was the favourite due to its extraordinary journey in the last 20 year and the persistence of its founder and CEO Jan Callewaert who believed in his business model despite several setbacks. We can be proud of our Belgian companies.”
Jan Callewaert, CEO Option, comments: “We are honoured to win this Award and we thank our customers in the UK for making this happen. The Award underscores the tremendous growth we achieved in the UK in the past years. The UK is a key market for us and it still shows great growth opportunities for Option. We will relentlessly focus on our customers to give them the best possible wireless data solutions.”

The Company’s current UK customers include Network Operators such as BT, Orange, T-Mobile and Vodafone and various Value Added Resellers. The Company plans to further increase its footprint in the British market with the addition of new products.

Finalists for the ‘Golden Bridge Award’ also included Clarysse, Jaga, Loveld, Pastridor and Spiromatic.

[elli94]

Hallo!

Habe hier lange keine Neuigkeiten über Option gelesen. Sonst haben "Voxel", "Pimperator" usw. mal Neuigkeiten in diesem Thread verbreitet. Seid ihr alle umgestiegen zu Solarworld und Conergy? Die sind doch schon ganz schön überhitzt, oder?
Heute geht es in Richtung 75 €.

Gruß
elli94

[Pimperator]

Bin natürlich immer noch dabei und lasse den Wert einfach laufen. Und zwar über die nächsten 3 bis 4 Jahre. War mir selten so sicher wie bei diesem Unternehmen. Erfüllt sogar alle Investmentkriterien eines Warren Buffet. z.B. einfach zu verstehendes Produkt, Marktführer, seit Jahren hoch profitabel, hohe konstante Wachstumsraten. Wundert mich, dass in diesem Forum so wenige anscheinend investiert sind. Liegt wohl daran, dass es ein belgischer Titel ist und der Kurs in Brüssel gemacht wird. Es kommen eigentlich keine Meldungen zur Firma über den Ticker und bei Aktiencheck.de oder anderen Plattformen gibt es auch keine Empfehlungen. Dabei schüttet uns das Unternehmen mit substantiellen positiven News nur so zu:
1. Red Herring hat Option in die Liste der 100 besten weltweiten Small-Cap-Unternehmen aufgenommen
2. Option wurde Firma des Jahres in Belgien
3. Es wurde erstmals geschafft Daten mit 3.6MBps über eine HSDPA Option Karte zu empfangen. Ein Meilenstein.
4. Option ist jetzt im polnischen Markt durch Polkomtel
5. Acer hat angekündigt, deren Notebooks mit Wireless-Modems von Option auszustatten [dies ist vielleicht die beste Meldung]

In Österreich wird mittlerweile im TV-Werbung für die HSDPA-Technik der Option-Karten geworben. Sie seien schneller als Breitbandinternet. Zielgruppe: Privatkunden
Grüße
Pimperator

[Brackelmann]

Hallo erstmal!

Ihr seid nicht ganz allein! Ich bin seit Mitte August 2005 dabei
und beobachte Option seitdem von der Seitenlinie. Ich habe mich gefreut, dass sich
hier mal wieder was regt. Auch ich sehe Option als Langfristinvestment,
lehne mich zurück und lasse wie ihr die Gewinne einfach laufen.

Fundamental ist dieser Zukunftswert immer noch unterbewertet.
Pimperator, du hast das Wesentliche in deinem vorherigen Beitrag sehr gut in aller Kürze
zusammengefasst.

Grüße
Brackelmann

[elli94]

Moin!
Am 23. Februar gibt es die Quartalszahlen vom 4. Quartal sowie das Jahresergebnis.
Was wird uns da erwarten?
Werden die hohen Erwartungen erfüllt oder gar übertroffen?
Wie seht ihr das?
Gruß
elli94

[anyway]

Hallo,

ich habe als Laie mal eine Frage an die Experten unter Euch:

Zur Cebit sind von den Mobilfunkbetreibern subventionierte Notebooks (wie bei Handys vielleicht ab 1 €?) angekündigt mit integrierten UMTS-Datenmodems. Bedingung ist natürlich der Abschluss eines entsprechenden Datentarifs (Zeit, Volumen, Pauschale, Flat) mit einer bestimmten Mindestlaufzeit. Ich bin überzeugt, dass diese Angebote für alle, die schon lange auf echtes mobiles Internet warten, hochwillkommen sein werden, was einen großen Schub auslösen wird.

Profitiert Option nur von Karten, die man in Slots einsteckt, oder auch von integrierten (onBoard) Lösungen?

anyway

[Pimperator]

[posting]20.090.623 von anyway am 07.02.06 22:59:20[/posting]Hallo,
bin zwar nicht wirklich Experte auf dem Technikgebiet, aber wie der Homepage von Option zu entnehmen ist, ist das GTM351E von Option ist solch eine Karte, welches als fester Bestandteil in Notebooks eingebaut wird. Modem ist auf jeden Fall bereits HSDPA-fähig.

Der Erfolg wird von den Kooperationen abhängen, die man in den nächsten Monaten eingeht. Acer als größter Europäischer Laptophersteller ist da sicher bereits ein Riesenschritt. Aber es gibt auch andere Hersteller mit ähnlichen Produkten. So hat Lenovo (größter Laptophersteller der Welt) im Januar angekündigt HSDPA-Modems von Cingular Wireless einzubauen. Der Kampf ist also eröffnet.
Festzuhalten bleibt, dass Option nicht nur mit den mobilen Datenkarten Geld verdient, sondern auch mit integrierten Hochgeschwindigkeitsmodems und hier sicher einen Technologievorsprung hat.
Hinzu kommt noch der Wireless Breitband Router von Option, der jetzt erstmals von einem größeren Telekomunternehmen (Telekom Portugal) ins Programm aufgenommen wurde.

[Pimperator]

Berichtigung meines obigen Postings:
Die Modems in den Lenovo-Notebooks (Thinkpads) werden anscheinend von Lenovo selbst hergestellt. Cingular Wireless ist der UMTS-Carrier, dessen Mobilnetz von Lenovo im Wege einer Kooperation genutzt wird.
Das macht in den USA Sinn, weil Cingular mit 52Mio. Kunden der größte Provider ist. Hier in Europa ist so etwas wohl schwieriger vorzustellen. Man bräuchte wahrscheinlich bei solch einer Exklusivvereinbarung bei einem Providerwechsel ein neues Notebook (zumindest ein neues Modem).

[anyway]

@ Pimperator

Vielen Dank für Deine prompten Antworten. Zuerst werden mit Sicherheit die klassischen Notebooks mit steckbarer G3-Datenkarte in größeren Stückzahlen auf den Markt kommen.

anyway

[Pimperator]

Heute tut sich einiges. Option teilweise über 10% im Plus. Dürfte an den neuen Produkten liegen, die gerade in Barcelona auf der Messe veröffentlich wurden. Es wird u.a. ein neues Modem für Desktop PCs auf den Markt gebracht, welche über USB ohne Installation angeschlossen werden. Laut Option die einfachste Modemlösung, die jemals auf dem Markt war. Also wird man in Zukunft auch noch stärker den klassischen PC-Markt bedienen. Ausserdem wurde eine Kooperation mit Cingular in den USA bekannt gegeben. Nächstes Kursziel 100 Euro. Der Chart sieht fantastisch aus.

[TS80]

ING Raises Option NV Target Price To EUR100

Monday, February 13, 2006 5:29:08 AM ET
Dow Jones Newswires



0906 GMT [Dow Jones] ING raises Option (OPTI.BT) target price to EUR100 from EUR80 after the company makes multiple major announcements at 3GSM Barcelona. ING says Option is raising its market share in Europe and the US thanks to growing competitive advantage and new product launches. Expects Option`s new venture into wireless routers to become a growth opportunity and to contribute 15%-to-20% of FY06 gross profits. Maintains buy rating. Stock trades +8.8% at EUR85. (CFH)

Am 23.2. kommen die Q1 2006 Zahlen, denke dann nehmen
wir 100 €.

[Pimperator]

Hallo TS80,

Gerade Option in Brüssel +15% auf 91,70 Euro. Vielleicht sehen wir die 100€ schon vor dem 23.2..
Nach den Zahlenveröffentlichung könnt ich mir vorstellen, dass der Kurs erst einmal wieder leicht zurückgeht. (sell on good news).

[TS80]

Hey pimperator,

da könntest Du vollkommen recht haben.

[anyway]

@ Pimperator

Dieses USB-Modem für Desktops, bei dem keine Installation auf dem Rechner stattfindet, scheint genial für all diejenigen zu sein, die auf dem Rechner in der Arbeit mal privat surfen wollen (z.B. mit Aktien handeln), ohne dass der Arbeitgeber etwas davon mitbekommt.

anyway

[Pimperator]

Die Zahlen sind da, Kurs sofort angesprungen:

Highlights of the fourth quarter included:

· Revenues for the fourth quarter of fiscal year 2005 increased by 100% to EUR 63.9 million compared with the EUR 31.9 million in the fourth quarter of 2004.

· Gross margin in Q4 2005 was 38.1% revenues, compared with gross margin of 45.8% of Q4 2004. Excluding the weakening of the Euro relative to the USD, the
gross margin would have been 42.5%.

· EBIT increased to EUR 11.9 million or 18.7% on revenues during the last quarter of fiscal year 2005 compared with EUR 7.6 million or 23.8% of revenues, in the
corresponding period in 2004, representing a growth of 56.8%.

· Net Earnings for the fourth quarter of fiscal year 2005 were EUR 9.2 million, or EUR 0.89 per basic share and EUR 0.89 per diluted share. This compares with a net profit
of EUR 6.7 million, or EUR 0.66 per basic share and EUR 0.65 per diluted share in Q4 2004, representing an increase of 37.6%.

· Inventories grew by EUR 5.3 million during the fourth quarter, mainly due to the building of components stocks in order to secure sales in future quarters. The level of
finished goods at quarter-end remained very low, representing just 6.3% of total inventory.

Highlights of the full fiscal year 2005:

· The full year revenues in 2005 amounted to EUR 198.6 million, representing an increase of 93.7 % compared with fiscal 2004 revenues of EUR 102.5 million.

· The full year gross margin was 42.5% compared with 48.3% in 2004.

· In 2005, Option realized an EBIT of EUR 38.8 million, or 19.5% on revenues, compared with EUR 22.3 million, or 21.8% on revenues, in 2004, representing a
growth of 73.5%.

· The 2005 full year net earnings were EUR 29.0 million or EUR 2.85 per basic share and EUR 2.81 per diluted share. This represents a growth of 63.4% compared with
the 2004 full year net profit of EUR 17.7 million, or EUR 1.81 per basic share and EUR 1.75 per diluted share.

· Cash flow generated from operating activities during 2005 amounted to EUR 34.8 million compared with EUR 23.4 million in the previous year.

Schaut gut aus auf den ersten Blicke. 100% Steigerung gegenüber 2004.

[Pimperator]

Es geht weiter:

“We are acting now to secure our market position, to expand our global reach and to prepare our Company for a next growth cycle by investing in new technologies, such as mobile TV, that will herald new market opportunities.

“The market is evolving rapidly from its original business-to-business niche to a much higher volume business-to-consumer environment in which operators are increasingly willing to consider subsidizing consumer electronic devices. We are adapting our business model to
seize these opportunities.

“With the additional products in our portfolio and the new more global distribution contracts in
place, we believe we have sufficient visibility to increase our sales guidance for the current
fiscal year to 75%+ compared with last year’s top line result of EUR 198.6 million. For the first
half 2006, we anticipate posting revenues of in the range 140 – 145 million euro with net positive earnings, and the first quarter being traditionally weaker than the second.
I am pleased to announce that the Board of Directors has decided to call for an Extraordinary Meeting of Shareholders in order to update the Company’s by-laws, to obtain a stock repurchase mandate and to implement a stock split by 4 , without impact on the ADR ratio which will remain one ADR being equivalent to one ordinary share”.

.... Die Aussichten sind ja hervorragend:
- Neue Produkte, die auf den Consumermarkt abzielen
- Aktienrückkaufprogramm
- Aktiensplit durch 4
- Umsatzsteigerung von 75% (sicherlich konservativ gehalten)

[Pimperator]

@anyway

Hi,
ist natürlich eine Möglichkeit das Modem zu nutzen. Zumindest könnte die Werbung dafür recht spaßig sein.
Aber ich seh hier noch anderes Potenzial.
Nochmal zum Modem selbst:
Das Modem ist per USB an jeden Computer anschließbar und erlaubt sofortigen Internetzugang ohne Installation irgendeiner Software. Geschwindigkeit ist durch HSDPA auf DSL Niveau.
Durch das Modem könnte meiner Meinung nach die Anbieterstruktur von Internetzugängen ins Rutschen geraten. In Zukunft könnten auch Mobiltelefonanbieter wie Vodafone oder E-Plus (die ja über das HSDPA-Mobilnetz verfügen werden) Internetzugänge für normale Computer anbieten. Sie tummeln sich ja eh schon beim Internetzugang für Laptops. Warum also nicht gleich das komplette Paket mit diesem neuen Plug-and-Play Modem anbieten. So hat man als Kunde nur noch einen Anbieter. Die Grenzen zwischen Mobil und stationär verschwimmen ja sowieso zusehends. Nur so ein Gedanke.

[Pimperator]

Auf die Gefahr hin hier zum Aleinunterhalter zu werden:
(Leider) so gekommen wie letzte Woche angekündigt. Kurs ging bis auf knapp 100 Euro (97,30) und dann kamen die Gewinnmitnahmen (sell on good news). Ein paar Stop-Loss dürften auch noch gefallen sein. Fundamental hat sich nichts geändert. Die Analystenschätzungen (Durchschnitt 2,86 Euro pro Gewinn pro Aktie) sind erfüllt worden (2,85 Euro) und die Aussichten sind gut.
Die nächsten Wochen wird sich wohl erst einmal nicht viel tun. Das erste Quartal ist traditionell auch umsatzschwächer. Vielleicht ergibt sich noch die ein oder andere Chance an schwachen Tagen nachzukaufen.

[ulle]

Tolle Firma mit tollen Perspektiven und dennoch günstig, doch eines stört mich gewaltig: Der Umsatz steigt und 100% zum Vorjahresquartal und man sollte meinen der Gewinn steigt mindestens genau so stark mit, doch der Gewinn pro Aktie liegt gerade mal 35% über dem Vorjahreswert. Hat jemand eine Erklärung dafür und ist es zu erwarten, daß dieser Trend sich fortsetzt oder steigt dieses Jahr der Gewinn entsprechd dem Umsatz mit? Das ist jedenfalls für die Bewertung der Aktie sehr wichtig.
Die gross margin ist von 45,8% auf 38,1% gefallen, bei unveränderten wechselkursen zwischen Euro und Dollar wären es 42,5% gewesen steht im Bericht, heisst dann wohl die Produktion findet im Dollarraum statt während der Verkauf in Euro anfällt, aber selbst das macht nur 10% aus, es fehlen aber 65%.
Bei 75% Gewinnsteigerung dieses Jahr und sagen wir 50% nächstes Jahr wäre der Gewinn 2007 bei 7,5 Euro pro Aktie damit wäre die Aktie sensationell günstig bewertet, steigt der Gewinn pro Jahr aber weiter nur um 35% haben wir 2007 5,2 Euro pro Aktie, immer noch günstig aber schon ein gewaltiger Unterschied.

[Pimperator]

[posting]20.363.583 von ulle am 24.02.06 15:14:24[/posting]hi ulle,
Vorweg: Tatsächlich etwas enttäuschend, dass im vierten Quartal der Gewinn pro Aktie nicht mit dem Umsatzwachstum mithalten kann. Für das Gesamtjahr sieht das noch etwas besser aus: Der Umsatz stieg um 94% der Gewinn pro Aktie um 58%.
Aber du musst etwas vorsichtig sein Margen mit Wachstumsraten direkt zu vergleichen. Man kann das nicht einfach aufaddieren. Beispiel: Ein Unternehmen macht 100 Mio. Euro Umsatz und steigert um 100% auf 200 Mio. Gleichzeitig sinkt die Marge von 46 auf 38% (wie bei Option). Der Gewinn steigt von 46 Mio. auf 76 Mio. Euro. Die Marge ist "nur" um 8% gesunken. Die Gewinnsteigerung liegt aber nur noch bei 66%.
Der Gewinn pro Aktie wird nicht vom Gross-Profit, sondern vom Net-Profit berechnet. Der lag in Q4/2005 bei 9,2 Mio Euro im Vergleich zu 6,7 Mio Euro in Q4/2004. Also hat sich der Net-Profit so wie der Aktiengewinn entwickelt.
Bleibt also die Frage warum es Druck auf den Nettoprofit gab. Anscheinend wurden (abgesehen von der schlechten Dollarkursentwicklung) mehr Steuern und mehr Zinsen gezahlt (EBIT ist ja "bevore interest and tax"). Zudem kam es zu einem "financial loss", der aber nichts mit dem operativen Geschäft zu tun hat: ...."During the fourth quarter of 2005, Option dealt with a negative financial result of EUR 691.6
thousand. The exchange rate losses on USD amounted to EUR 425.7 thousand. A total of
EUR 211.1 thousand financial discounts were given to customers for cash payments and the
other financial costs of EUR 54.8 thousand were mainly related to leasing contracts."
Es gab also Sondereinflüsse, die den Druck auf den Nettogewinn erklären könnten.

Für 2006/2007 wird es einen noch etwas stärkeren Druck auf die Margen geben, da das Geschäftskonzept von Option umgebaut wird. Man wird sich in Zukunft auf den Consumerbereich konzentrieren und die HSDPA-Karten werden anteilsmäßig immer weniger am Umsatz ausmachen (natürlich immer noch mit wahnsinnigen Wachstumsraten). In Zukunft sollen die fertig in Laptops eingebauten HSDPA-Karten einen größeren Anteil ausmachen. Und im PC-Markt ist der Markt umkämpfter und Margen sind geringer. Zudem wird man in Zukunft in den mobilen TV Markt einsteigen und DBV-H vorantreiben. Dort verspricht man sich noch mehr Steigerungspotenzial. 2006 wird das Versuchsjahr für diese neue Technologie.

So long ....

[ulle]

Danke Pimperator, gute Antwort.
D. h. also die Gewinnentwicklung ist jetzt nicht so schlecht wie sie auf dem ersten Blick aussieht, im EBIT ist der Gewinn zum Vorjahresquartal um 56,5% gestiegen. Wenn man dann noch den negativen Währungseffekt rausrechnet wären es schon 75%, also nur 1/4 weniger als das Umsatzwachstum.
Der Lagerbestand ist um 200% gestiegen, vielleicht auch ein Grund für die geringeren Margen, kommt drauf an ob die Kosten dafür sofort verbucht werden oder erst beim Verkauf.

[SeaCloud5]

Hallo da draussen!

Scheint, als hätten wir neuen Schwung bekommen...?!?! Weiss irgendjemand, warum?

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.058.402 von SeaCloud5 am 03.04.06 19:03:23

Weil die Aktie bisher weit unterbewertet war und immer nocht ist!!

[SeaCloud5]

Antwort auf Beitrag Nr.: 21.058.648 von APstockInvestors am 03.04.06 19:17:55

Und wieso interessiert das offenbar niemanden???

[christian76]

Antwort auf Beitrag Nr.: 21.164.658 von SeaCloud5 am 11.04.06 18:53:03

Nur Geduld

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.058.648 von APstockInvestors am 03.04.06 19:17:55

Da nehmen Ungeduldige Gewinne mit und ärgern sich später, dass sie viel zu früh short gegangen sind.

[elli94]

Hallo!

Ich bin heute morgen doch etwas verwundert gewesen.:OKurse werden um die 21 € angegeben, Kursverlust so um die 70 €. Da bekommt man einen Schreck! Auf der Seite von Option erfährt man auch nichts über den aktuellen Kurs.

Gab es einen Split? Dann wäre ja alles ok...

Gruß
elli*94

[elli94]

Hallo!

Habe die Antwort schon selbst gefunden. Es ist ein Split:

The Extraordinary General Shareholders Meeting of Option NV (Euronext: OPTI; OPNVY) which took place on Wednesday April 19, 2006 has approved all amendments to its by-laws suggested by the Board of Directors and so, amongst others, a four-for-one split of the Company’s common stock.

The capital of the company is represented by 41.249.296 shares. The shares after the split will be listed on the exchange ‘Eurolist by Euronext Brussels’ under the code BE0003836534 as of Monday April 24, 2006.

Due to the fact that the Option shares only exist in dematerialised form on a security account, all shareholders will automatically receive four new shares after the split for every outstanding share.

The financial services of the Option shares are handled by Fortis Bank.

This transaction will be free of charge for shareholders holding their shares on a security account from Fortis Bank. The shareholders holding their shares on security accounts from other financial services should check with their respective financial services for eventual costs that may be charged.


For more information, please contact:
Frederic Convent, CFO
Tel: [phone]
E-mail: [e-mail]

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.294.015 von elli94 am 24.04.06 13:03:12

Du kannst ganz ruhig bleiben!!!
she. www.aktienperformer.de

[ulle]

Hallo, kann mir mal jemand verraten wieso bei Option jetzt keine Kurse mehr gestellt werden? Habe an allen deutschen Börsenplätzen 0 Umsätze und keinerlei Indikationen. Als ob die Aktie ausgesetzt wäre.

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.328.417 von ulle am 26.04.06 14:04:00

Schau mal ein Posting #63 vor Dir!

[SeaCloud5]

Bin ich froh, dass es Leute gibt, die vor mir informiert sind... Da macht man sein Depot auf und fällt fast um

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.332.743 von SeaCloud5 am 26.04.06 17:34:51

Und nun hast Du auch noch rd. +9% oben drauf.

[SeaCloud5]

Antwort auf Beitrag Nr.: 21.333.898 von APstockInvestors am 26.04.06 18:31:04

Ist 21,19 der "neue RT"? SK gestern 82,67? Ich finde nirgends einen RT... ausser dem, der hier bei WO oben steht.

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.334.472 von SeaCloud5 am 26.04.06 19:00:57

Aktuelle Kurse:
Börse Kurs Geld : Brief
Frankf. 22,56€ 22,71 : 23,15
Berlin 22,70€ 22,70 : 23,01
Stuttg. 22,73€ 22,84 : 23,02

Denk daran, 20h werden die Schlusskurse festgestellt.

[SeaCloud5]

Antwort auf Beitrag Nr.: 21.335.001 von APstockInvestors am 26.04.06 19:30:27

Danke! Woher hast Du die Kurse? Meine Bank hat zwar die neuen Aktien schon eingebucht, aber einen Kurs gibt sie mir nicht.

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.335.044 von SeaCloud5 am 26.04.06 19:32:55

Schau mal bei www.Onvista.de
oder bei www.aktienperformer.de (meistens um ca.9h bis 9:30h aktualisiert)

[APstockInvestors]

Antwort auf Beitrag Nr.: 21.335.114 von APstockInvestors am 26.04.06 19:35:58

Du mußt allerdings auch unter der neuen ISIN BE0003836534 suchen!!

[SeaCloud5]

Antwort auf Beitrag Nr.: 21.335.167 von APstockInvestors am 26.04.06 19:39:03

Danke Dir!

[elli94]

Hallo!

So, jetzt kann man auch wieder direkt unter www.option.de die Kurse bei EURONEXT nachsehen.
Hier wird Option am meisten gehandelt: http://www.option.be/invest/5_stockquote.cfm
Bei WO findet man unter der WKN 910459 nach wie vor den Kurs von 21,19 € vom 21. April. Gibt man die neue ISIN BE0003836534 ein, so gibt es gar keine Infos.


Gruß
elli94

[SeaCloud5]

Kann das sein, dass "die Neue" heute in Deutschland noch kein einziges Mal gehandelt wurde?

[SeaCloud5]

Hier ist immernoch kein Kurs unter der neuen ISIN abrufbar.

[elli94]

weiter gehts mit Option N. V. unter der neuen ISIN BE0003836534. WO hat hier jetzt wieder einen Kurs!

Gruß
elli94