+++ Novatel Wireless +++ der erste Thread - 500 Beiträge pro Seite

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Novatel Wireless sollte man sich mal genauer anschauen. Der Konkurrent Sierra Wireless hatte vor kurzem eine deftige Umsatz- und Gewinnwarnung herausgebracht. Auch Novatel musste eine Umsatzwarnung herausgeben, diese war jedoch nur geringen Ausmaßes. Die Probleme bei Sierra Wireless sind hausgemacht, so wurden Kunden verloren und damit auch Reputation. Dennoch wurde Novatel mit abgestraft und bietet nun in der Range von 11-12$ eine interessante Reboundchance.

Novatel Wireless ist um einiges besser aufgestellt als Sierra Wireless. So bietet NVTL schon länger Produkte für WCDMA Networks an, Sierra Wireless erst in Kürze (als Reaktion auf den Marktanteilsverlust). Desweiteren ist NVTL weltweit exzellent positioniert, man braucht sich nur mal die Kunden anzuschauen:

-Bereich Operators
Region Asia Pacific

3 (Hutchison)
China Mobile

Region Europa:

3 (Hutchison)
E-Plus
O2
T-Mobile
Vodafone
Vodacom
KPN
Orange
POLSKA TELEFONIA CYFROWA AND ERA
Telecom Italia Mobile
Telefónica Moviles Espana
TMN
WIND TELECOMUNICAZIONI S.P.A

Region USA:

AT&T
Cingular
Microcell
Sprint
Verizon Wireless

-Bereich Strategic Partners

Lucent Technologies
LG Innotek
Qualcomm
Microsoft

-Bereich OEMs

DELL
HP
IBM
Toshiba
Commerciant

Wer den Wireless-Sektor positiv sieht, der sollte vielleicht mal ein Auge auf Novatel Wireless werfen!

Anbei noch der Chart und ein paar weiterführende Informationen:



Market Cap: 342.39M$
52wk Range: 11.57$ - 28.60$
Schlusskurs: 11.94$

Associated Press
Novatel Wireless Issues Cards Forecasts
Thursday January 27, 12:51 pm ET
Novatel Wireless Forecasts Increased Shipments of Cards for First-Quarter Sales

SAN DIEGO (AP) -- Novatel Wireless Inc., a maker of modems for wireless Internet access, said Thursday that though the first quarter is normally a seasonally soft period, the company currently forecasts increased shipments of its new EV-DO cards and quad-band UMTS cards.

As a result, Novatel expects quarterly revenue to more than double from the prior-year period and range between $32 million and $34 million. However, this figure is below current analyst consensus estimates of $35.8 million.

Novatel shares rose 10 cents to $13.40 in afternoon trading on the Nasdaq National Market.

UPDATE 3-Sierra Wireless sees first-quarter loss; stock falls
Wed Jan 26, 2005 10:52 PM ET
(Adds fund manager and analyst comment, further detail, updates stock. In U.S. dollars unless noted)

By Jeffrey Hodgson

TORONTO, Jan 26 (Reuters) - Wireless modem maker Sierra Wireless Inc. (SW.TO: Quote, Profile, Research) (SWIR.O: Quote, Profile, Research) , projected a first-quarter loss and an almost 70 percent decline in revenues from the fourth quarter on Wednesday, which sent its shares down sharply in after-hours trading.

The company, which also reported weaker-than-expected fourth-quarter results on Wednesday, said revenues would fall to between $18 million and $20 million for the first quarter, producing a loss of between $9.2 million and $9.9 million, or between 35 and 38 cents per share.

Analysts had forecast a first-quarter profit of 20 cents a share before exceptional items on revenues of $53.9 million.

"This may be, in my experience, the single biggest quarterly miss I have ever seen, which is why the stock is trading off," said Duncan Stewart, a fund manager with Tera Capital in Toronto, which holds the stock.

The news wiped out more than a third of the value of the company`s stock, which dropped to $9.50 in after-hours trade on the INET electronic brokerage from its close of $14.50 on Nasdaq.

Sierra said first quarter results will be hurt by expected weaker demand for its flagship product, the AirCard wireless modem, and for its embedded modules.

"We expect revenue in the first quarter of 2005 to be approximately $40 million less than in Q4 2004," the company said in a statement.

"This is partially a result of lower sales from embedded modules that will not include further shipments to PalmOne for the Treo600," the company said in a statement.

Vancouver, British Columbia-based Sierra Wireless said its profit for the fourth quarter rose to $7.3 million, or 28 cents a share, in the quarter to Dec. 31, from $1.9 million, or 8 cents a share, in the year-earlier quarter.

Revenues in the quarter rose to $58.8 million from $34.6 million.

Analysts had expected a profit of 29 cents per share before exceptional items, on revenues of $63 million, according to Reuters Estimates.

In October, Sierra forecast fourth-quarter revenue of $63 million, net earnings of $7.7 million and earnings per share of 29 cents.

The company said fourth quarter results were hurt by weaker demand for its AirCard wireless modem.

The company said it plans to step up research and development work in 2005.

"They`re saying all the things one would expect them to say, which is in some way kind of frightening. `Well, we`re going to spend more on R&D this year.` That`s because nobody wants to buy our current product so we have to go invent some new ones," Stewart said.

One analyst said he was also disappointed with sales of the company`s Voq smartphone.

"It doesn`t look like it`s taken off yet. Now you put on top of it what appears to be a rather dramatic change in the rate of shipments of PC cards, and you`ve got the makings of a very weak quarter," the analyst said.

FORECASTS MISSED

Shares of rival Novatel Wireless Inc. (NVTL.O: Quote, Profile, Research) fell to $11.80 in after-hours trade from its close of $13.30 on Nasdaq.

"Novatel`s shares are down because of Sierra, but it`s a significant overreaction," said Erik Zamkoff, analyst with Independent Research Group LLC. He said in terms of market share, "Sierra`s loss is Novatel`s gain." (With additional reporting by Susan Taylor in Ottawa and Sue Zeidler in Los Angeles. ($1=$1.23 Canadian)

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Schade, dass Sierra Wireless richtig gut performt im Moment (10% in den letzten 3 Handelstagen) und NVTL noch mit den 12$ kämpft

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Super Zahlen und der Kurs hat nachbörslich bereits ordentlich angezogen - bis zu welchem Kursziel sollte man wohl dabeibleiben 15... 20 Dollar!!???





( BW)(CA-NOVATEL-WIRELESS)(NVTL) Novatel Wireless Reports RecordFourth Quarter Results; Revenues of $33.4 Million and Net Income of$0.17 per Share

Business Editors/High-Tech Writers

SAN DIEGO--(BUSINESS WIRE)--Feb. 10, 2005--Novatel Wireless, Inc.(Nasdaq:NVTL), a leading provider of wireless broadband accesssolutions, today reported financial results for the fourth quarter andyear ended December 31, 2004.
Revenues for the fourth quarter were $33.4 million, which is a215% increase over $10.6 million reported in the same period lastyear. Based on record gross margins of 34.7%, net income applicable tocommon stockholders grew to approximately $5.2 million or $0.17 perdiluted share -- the highest in the Company´s history, which comparesto a net loss applicable to common stockholders of $2.1 million or$0.23 per diluted share in the prior year period.
Revenues for the year ended December 31, 2004 were $103.7 million,a 207% increase from $33.8 million reported for the prior year. Netincome applicable to common stockholders for 2004 was $13.7 million or$0.48 per diluted share which compares to a net loss of $16.7 millionor $2.14 per diluted share for 2003.
"We believe that Novatel Wireless is clearly establishing itselfas the world leader in 3G wireless data cards, with the most sales,the broadest product offering, the most advanced technology and thewidest customer base, selling to the vast majority of the leadingwireless carriers in the world," commented Peter Leparulo, NovatelWireless´ Chief Executive Officer. "Fourth quarter results, which werethe best in Company history, reflect record sales of UMTS products inEurope, initial sales into the world´s largest wireless operator andour entry into the EV-DO market. During the quarter, we shipped to 10carriers in nine markets and are encouraged by recent sell-throughdata, as many carriers are just now rolling out widespread access totheir 3G product offerings. With two important new productintroductions in late December, we are well positioned to enhance ourleading market share in 2005."
"At the same time, we are embarking on the most ambitious researcheffort in the history of the Company," added Mr. Leparulo. "We plan onintroducing over eight new products in 2005, as we move into nextgeneration technologies like HSDPA, enhance our position in EV-DO, andintroduce new 3G form factors and embedded solutions. As importantly,we believe we will more than double our addressable market, withinnovative advanced products like our newly introduced Ovation(TM)line. Targeted at the European market, Ovation will allow wirelesscarriers to offer a truly differentiated bundle of high performance,less expensive broadband Internet, local and international calling.Given the current lag in broadband deployment in Europe and the highexpense of wireline local and international calling, we believeOvation will be a compelling product in the hands of some of thecontinent´s leading companies and brands."

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+9% heute

Würde erst ab 17$ Stücke abgeben

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Charttechnisch siehts gut aus, gestern wieder 4% gemacht, 16% seit Threaderöffnung. NVTL macht Spaß, leider recht wenig beachtet hier in Deutschland.

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Probiere jetzt etwas tiefer nochmal mein Glück, da SL bei erstem Kauf gegriffen hatte... unter 10$ aktuell, ein Schnäppchen!

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letzter 11,45$!
Wenn die 12 zurückerobert werden, wäre das eine feine Sache für die weitere Entwicklung dieser Aktie Fundamental sieht es weiterhin ebenfalls gut aus.

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Gestern bei 11,70$ geschlossen, also in dem Bereich, als dieser Thread eröffnet wurde. Wichtig ist jetzt der Bruch der 12$-Marke auf Schlusskursbasis, in diesem Bereich verläuft auch aktuell der SMA 35, wie man an obigem Chartbild erkennen kann. Es wird also interessant!

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Gute News:

Press Release Source: Novatel Wireless, Inc.

Novatel Wireless and O2 Germany Sign Supply Agreement for Ovation MCU1000 3G Wireless Multimedia Application Consoles
Friday March 11, 2:00 am ET
Ovation MCU1000 Provides Broadband Access for Home, SOHO and Enterprise Markets

SAN DIEGO & MUNICH, Germany--(BUSINESS WIRE)--March 11, 2005-- Novatel Wireless, Inc. (NASDAQ:NVTL - News), a leading provider of wireless broadband access solutions, and O2 (Germany) GmbH & Co today announced they have signed a frame agreement for the purchase of mobile communications equipment which includes the supply of Novatel Wireless` new Ovation MCU1000(TM) 3G Wireless Multimedia Application Consoles powered by Conversa(TM) software suite. O2 Germany will brand the product Surf@home. In connection with the agreement, O2 Germany has issued a purchase order for initial deployment.

Surf@home is a stand-alone desktop device that unifies the O2 3G Universal Mobile Telecommunications System (UMTS) network with 802.11b/g wireless local area networking (WLAN) to provide cost-effective high-speed wireless broadband access.

Designed for residential, small office/home office (SOHO) and enterprise users, Surf@home provides high-speed wireless broadband access to email, the Internet and corporate networks through secure virtual private networks (VPNs) using multiple devices, including desktop PCs, WiFi enabled laptops and other peripheral devices.

The Conversa software suite in Surf@home is designed to support innovative features that provide a rich end-user experience and optimize the performance of Surf@home, including:

* Broadband WWAN Internet Access. Conversa will provide user-friendly wireless broadband access to the Internet, email, corporate networks and VPNs.
* Advanced WLAN Networking. Conversa will allow residential and SOHO users to use Surf@home to connect multiple devices including desktop PCs or laptops to wireless broadband Internet access from every office or room.
* Advanced Security Firewalls. Conversa will enable enterprises to safely and securely access email, the Internet and corporate information, while sharing company documents and conducting secure teleconferencing.

With wireless broadband data speeds up to 384 kbps on the O2 UMTS network - approximately six times faster than dial-up - Surf@home offers a superior cost and performance alternative to dial-up and Integrated Services Digital Network (ISDN) connections.

"O2 Germany worked closely with Novatel Wireless to help develop Surf@home for our customers, helping to meet a growing demand for affordable broadband access alternatives to dial-up and ISDN connections," said Helge Alter, Vice President Devices & Applications at O2 Germany. "Novatel Wireless is leading the industry in converged WWAN/WLAN devices. As the first operator to introduce a wireless multimedia application device with WLAN and UMTS connectivity, O2 Germany clearly demonstrates its commitment to deliver innovative solutions that leverage the benefits of 3G/UMTS."

"O2 has helped drive the acceptance of UMTS across Europe and we are pleased that they will launch Ovation MCU1000 and bring its customers feature-rich solutions that leverage 3G connectivity," said Peter Leparulo, CEO of Novatel Wireless. "By broadening our product portfolio with the Ovation product line powered by Conversa software suite, it enables Novatel Wireless to further expand its role as the global leader in wireless broadband access solutions."

O2 will provide live demonstrations of Surf@home at CeBit in Hannover, Germany, March 10 to 16 in stand B26, Hall 12. Novatel Wireless will also demonstrate the Ovation MCU1000(TM) in booth A3, stand C38, Hall 13.

Novatel Wireless specializes in high-speed wireless broadband access solutions. The company has an extensive global network of wireless operators and technology channels throughout Asia, Europe and North America.

About Ovation Family of 3G Multimedia Application Consoles Powered by Conversa

The Ovation Family of 3G Multimedia Application Consoles is a portfolio of stand-alone desktop consoles integrated with GSM, UMTS, 802.11b/g, voice and/or VoIP technology to provide broadband data and voice communications and the delivery of multimedia applications. Ovation is powered by Conversa, a software suite developed by Novatel Wireless that will offer broadband WWAN Internet access, advanced WLAN networking, analog voice calling and intelligent routing depending on quality of service and cost, multimedia application support, advanced security firewalls and protocol flexibility.

ABOUT O2 (Germany) GmbH & Co. OHG

O2 (Germany) GmbH & Co. OHG, a subsidiary of mmO2 plc, offers its post-paid and pre-paid subscribers almost blanket coverage in Germany via its own mobile communications network and a roaming agreement with T-Mobile. In addition, the company provides innovative mobile data services on the basis of GPRS and UMTS technology. mmO2 plc has 23,2 million subscribers in the UK, Ireland and Germany.

ABOUT NOVATEL WIRELESS, INC.

Novatel Wireless, Inc. is a leading provider of wireless broadband access solutions. Novatel Wireless` Merlin(TM) PC Cards, Expedite(TM) Embedded Modems, Freedom Box(TM) Ruggedized Modems, MobiLink(TM) Communications Software Suite, Ovation(TM) 3G Multimedia Application Console and Conversa(TM) Software Suite enable high-speed wireless access to personal, corporate and public information. The company delivers innovative 3G solutions to operators, distributors and vertical markets worldwide. Headquartered in San Diego, California, Novatel Wireless is listed on NASDAQ: NVTL. For more information visit www.novatelwireless.com (NVTLG)

© 2005 Novatel Wireless. All rights reserved. The Novatel Wireless logo, Merlin, Expedite, Freedom Box, MobiLink, Ovation, Ovation MCU1000(TM) and Conversa are trademarks of Novatel Wireless, Inc. Other product or service names mentioned herein are the trademarks of their respective owners.

This release may contain forward-looking statements, which are made pursuant to the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995, as amended to date. These forward-looking statements involve risks and uncertainties. A number of important factors could cause actual results to differ materially from those in the forward-looking statements contained herein. These factors include risks relating to technological changes, new product introductions, continued acceptance of Novatel Wireless` products and dependence on intellectual property rights. These factors, as well as other factors that could cause actual results to differ materially, are discussed in more detail in Novatel Wireless` filings with the United States Securities and Exchange Commission (available at www.sec.gov) and other regulatory agencies.
Contact:

Novatel Wireless
Kim Haneke, 858-812-0621
[e-mail]
or
For Novatel Wireless
LEWIS PR
Katie Assar/Noah Dye, 619-516-2559
[e-mail]
or
O2 Germany
Roland Kuntze, [phone]
[e-mail]


Source: Novatel Wireless, Inc.

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Der SMA35 will einfach nicht geknackt werden! Heute hat es wieder nicht geklappt

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Jetzt ist sie geknackt worden und es geht ab
Glückwunsch, wer unter 9$ nachgegriffen hat

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Bis Anfang des Jahres lief NVTL sehr gut. Doch dann kam der Absturz von 14$ auf 8$... Seit heute notiert NVTL wieder über der 35-Tage-Linie und es gab auch eine prominente Analystenempfehlung aus dem Hause Cowen, die QCOM, NVTL und MOT als Profiteure der 3G-Einführung sieht und diesen Werten das Rating "outperform" gibt.

Market Scan
Qualcomm Seen As Best Way To Play 3G
David Ng, 03.29.06, 9:34 AM ET

The wireless handset market looks set for a strong 2006, with Qualcomm leading the way as the best stock for investors to play 3G migration, according to a report from Cowen & Co.

The research firm expects the global wireless handset to grow 14% year-over-year in 2006, thanks to demand for certain popular 2G handsets and the push into 3G.

"We believe 3G will hit an inflection point this year, propelled by the ability to provide high-bandwidth services and the availability of compelling devices," wrote Cowen analyst Matthew Hoffman in a Tuesday report.

The analyst said he prefers Qualcomm (nasdaq: QCOM - news - people ) as the best way to gain exposure to the 3G migration on the device side. He said Motorola (nyse: MOT - news - people ) has solid near-term fundamentals, with the company gaining market share in the first quarter. Also benefiting is data card maker Novatel Wireless (nasdaq: NVTL - news - people ), which is leveraging HSDPA and mobile PCs.

"3G uptake is still one of the most controversial topics in the industry," said Hoffman. "We believe adoption will be rapid and that the roll-out's breadth is underappreciated by the market."

The analyst reiterated "outperform" ratings on Qualcomm, Motorola and Novatel. Elsewhere in the sector, he maintained "neutral" ratings on Sierra Wireless (nasdaq: SWIR - news - people ) and Brightpoint (nasdaq: CELL - news - people ).

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Top-News heute:

Press Release Source: Novatel Wireless, Inc.

Novatel Wireless and Panasonic Announce Deal to Embed Novatel Wireless 3G Modems in Toughbook Computers
Thursday April 6, 8:00 am ET
Agreement Begins with Novatel Wireless EU730 HSDPA Modem to Be Integrated Into Panasonic(R) Toughbook(R) Notebook Computers

LAS VEGAS--(BUSINESS WIRE)--April 6, 2006--Novatel Wireless, Inc. (Nasdaq:NVTL - News), a leading provider of wireless broadband access solutions, and Panasonic Computer Solutions Company today announced that they have joined forces to embed Novatel Wireless 3G mini-PCI Express modems within Panasonic® Toughbook® notebook computers.

Initially, Novatel Wireless' embedded Expedite EU730 HSDPA modems will be integrated into select fully-rugged and semi-rugged Panasonic Toughbook notebook computers. Certification for use on North American networks is expected to be achieved in the near future.

The parties are also working together to integrate Novatel Wireless 3G modems within additional Panasonic Toughbook products for the European and North American markets, with an expected launch late in 2006.

With Novatel Wireless' Expedite EU730 module, Toughbook users will receive a top-of-the line wireless broadband computing solution that enables users to stream high-speed audio and video, as well as download data-intensive files and multimedia applications. Business travelers will have secure access to emails and other mission-critical corporate data stored behind firewalls, at speeds up to 1.8 Mbps. This will further enhance mobile and remote worker productivity across a variety of industries, including the federal government, transportation, utilities, telecommunications, public safety and in the increasingly mobile SMB market.

"Organizations are embracing wide area wireless connectivity through the combination of expanded data networks, improved modem technology and reliable Panasonic Toughbooks designed to stand up to the tests of mobility," said Victoria Obenshain, director of strategic wireless, Panasonic Computer Solutions Company. "Our customers are at the forefront of wireless computing and we will continue to offer flexible solutions through agreements with leaders like Novatel Wireless."

"Being selected by Panasonic as a key provider of embedded 3G modules is a testament that Novatel Wireless provides the highest-quality and most reliable wireless broadband solutions available today," said Peter Leparulo, chief executive officer for Novatel Wireless. "We are excited to break new ground and enhance our strategic partnership with an industry leader like Panasonic and very pleased to confirm them as one of the leading mobile computing providers with whom we have been working. We look forward to delivering unmatched quality in laptops with the most advanced embedded module solutions."

Panasonic Toughbooks are engineered to provide access to all current wireless technologies, including CDMA 1xRTT, GSM/GPRS, EDGE, HSDPA and EV-DO. They utilize the Intel® Centrino(TM) chipset for seamless connectivity to local networks and can be configured with Bluetooth(TM) technology for connectivity to local printers, headsets and networks. Panasonic also offers a three year standard warranty and 24/7/365 support services, assuring its customers experience maximum uptime and productivity.

The Novatel Wireless Expedite EU730 operates on 850 and 1900 MHz UMTS/HSDPA networks in North America. The PCI Express Mini Card, a form factor specification of the Expedite EU730, is standard in most notebooks, providing quick and easy integration, and minimizing space on the laptop motherboard. This enables platform manufacturers to reduce integration costs and maintain external slots for other functions. The modem is backward compatible to 850, 900, 1800 and 1900 MHz Enhanced Data Rate for Global Evolution (EDGE), General Packet Radio Service (GPRS) and Global System for Mobile Communication (GSM) networks for wireless data access worldwide.

About Panasonic Computer Solutions Company

Panasonic Computer Solutions Company empowers the mobile workforce. The company is a unit of Panasonic Corporation of North America, which is the principal North American subsidiary of Matsushita Electric Industrial Co., Ltd. (NYSE:MC - News). Panasonic has delivered reliable, durable mobile solutions through its Toughbook® line of notebook computers for thirteen years and has expanded the boundaries of wireless technology through a broad portfolio of products, ranging from fully rugged, industrial strength notebook computers and tablet PCs to thin and light semi-rugged notebooks. A core manufacturer, Matsushita and its subsidiaries control the entire process of design, manufacture, quality assurance, service and support. As a result, Panasonic Toughbooks are known for having the lowest failure rates in the industry. Government, industrial and commercial users -- from Fortune 1,000 companies to small businesses -- rely on solutions from Panasonic, wherever their work takes them.

All brand and company/product names are trademarks or registered trademarks of their respective companies. All specifications are subject to change without notice. Information on Panasonic's full line of notebook PCs for the mobile professional can be obtained by calling 800-662-3537 or at http://www.panasonic.com/toughbook.

About Novatel Wireless

Novatel Wireless, Inc. is a leading provider of wireless broadband access solutions. Novatel Wireless' Merlin(TM) PC Cards, Expedite(TM) Embedded Modems, Freedom Box(TM) Ruggedized Modems, MobiLink(TM) Communications Software Suite, Ovation(TM) 3G Multimedia Application Consoles and Conversa(TM) Software Suite enable high-speed wireless access to personal, corporate and public information. The company delivers innovative 3G solutions to operators, distributors and vertical markets worldwide. Headquartered in San Diego, Calif., Novatel Wireless is listed on NASDAQ:NVTL. For more information, visit www.novatelwireless.com. (NVTLG)

© 2006 Novatel Wireless. All rights reserved. The Novatel Wireless logo, Merlin, Expedite, Freedom Box, MobiLink, Ovation and Conversa are trademarks of Novatel Wireless, Inc. Other product or service names mentioned herein are the trademarks of their respective owners.

This release may contain forward-looking statements, which are made pursuant to the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995, as amended to date. These forward-looking statements involve risks and uncertainties. A number of important factors could cause actual results to differ materially from those in the forward-looking statements contained herein. These factors include risks relating to technological changes, new product introductions, continued acceptance of Novatel Wireless' products and dependence on intellectual property rights. These factors, as well as other factors that could cause actual results to differ materially, are discussed in more detail in Novatel Wireless' filings with the United States Securities and Exchange Commission (available at www.sec.gov) and other regulatory agencies.


Contact:

For Panasonic Computer Solutions Company:
Cohn & Wolfe
Christopher Knight, 415-365-8524
[e-mail]
or
For Novatel Wireless:
LEWIS PR
Katie Assar, 831-685-1070
[e-mail]

Source: Novatel Wireless, Inc.

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Starker Move über die 10$ heute! Mittelfristig sind durchaus Kurse iHv 16$ möglich.