| mib - Sonntag, 20. August 2000 - 22:03 |
| ATML splittet am 25.08. nach Boersenschluss 2:1 |
| mib - Donnerstag, 24. August 2000 - 23:05 |
| Fuer das Auslandsdepot wurden gestern abend 60 Stk. Atmel nachgekauft. Die Halbleiterbranche sieht sehr gut aus und Atmel koennte durch den 2:1 split morgen nach Boersenschluss einen kleinen Sprung machen. Ich kombiniere hier jetzt also mal Fundamentales mit "trader-Erwaegungen".... ;-) Dass die Kaeufe/Verkaeufe z.T. erst mit ein bis zwei Tagen Verzoegerung im Depot eingetragen werden, tut mir sehr Leid (ist einzig und allein meine Schuld, da ich im Moment keine Zeit habe, mich zusaetzlich zum Job (wo ich im Moment unter Zeitdruck mit 4 neuen Programmen kaempfe) in ein neues Programm einzuarbeiten. Ich hoffe, dass das ab Oktober besser wird. Gruss aus USA --- Mib |
| mib - Mittwoch, 20. September 2000 - 22:54 |
| ja liest der Herr Weber denn die stw-Boerse.... schon wieder empfiehlt BoerseOnline einen unserer Depotwerte: Atmel (ATML) kauft von Siemens eine stillgelegte Chip-Fabrik in England und schließt mit dem deutschen Konzern eine Rahmenvereinbarung über die Lieferung von Flash-Speichern, die im Laufe von vier Jahren ein Volumen von 1,5 Milliarden Dollar erreichen kann. Siemens sichert sich damit für seine Handy-Produktion, die wegen Kapazitätsengpässen schon teilweise zu Flextronics (FLEX) verlagert werden musste, Nachschub an Flash-Speichern. Gleichzeitig werden die Deutschen die 1995 gebaute und 1998 wegen Überkapazitäten bei Halbleitern stillgelegte Fabrik los, als deren möglicher Betreiber eine Zeit lang Infineon galt. Atmel macht 45 Prozent des Umsatzes mit nicht-flüchtigen wie etwa Flash-Speichern, ist außerdem einer der führenden Produzenten von Smartcard-IC und produziert zahlreiche Kommunikationschips. Gerade stellte das Unternehmen die erste Ein-Chip-Lösung für digitalen Rundfunk vor, die eine Dekodier-Rate von 1,82 Bits je Sekunde schafft und damit beispielsweise erlaubt, im Autoradio zusätzlich zu einem Rundfunkprogramm noch Nachrichten und andere Dienste zu empfangen. Atmel ist noch deutlich vom Zwölf-Monats-Hoch bei 30 Dollar entfernt. Für 2000 wird mit einem Gewinn von 53 Cents je Aktie gerechnet, was ein KGV von 34 ergäbe, für 2001 mit 85 Cents je Aktie (KGV2001: 21). Aufgrund der breiten Produktpalette ist Atmel weniger von Schwankungen des Handy-Marktes abhängig, als manche Anleger vermuten. Bei einem Kursziel von 30 Dollar ist die Aktie beim derzeitig niedrigen Kurs von 18 Dollar ein Schnäppchen. |
| mib - Dienstag, 26. September 2000 - 15:30 |
| Atmel gibt bekannt, dass die Auftragslage den Planungen entspricht, dass der Euro kenerlei Probleme macht, und dass die Erwartungen erfuellt werden werden. http://biz.yahoo.com/bw/000926/ca_atmel.html |
| mib - Donnerstag, 19. Oktober 2000 - 22:47 |
| Superzahlen!!! Related QuotesATML 14 27/64 +2 15/64 delayed 20 mins - disclaimer Thursday October 19, 4:24 pm Eastern Time Press Release Atmel 3Q'00 Net Income Up 342% as Sales Rise 56% versus 3Q'99 Earnings per share total $0.16, up 300% from 3Q'99 SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 19, 2000--Atmel Corporation (Nasdaq:ATML - news), today announced record results for the third quarter ended September 30, 2000. Revenues for the third quarter of 2000 totaled $530,393,000, up 56% from a year ago, and up 11% sequentially. Net income for the third quarter of 2000 totaled $76,519,000 or $0.16 per share on a fully diluted basis. Basic EPS for the quarter was $0.17. In the previous quarter (second quarter 2000), the Company reported net income of $61,325,000 or $0.13 per share. In last year's third quarter, the Company's net income was $17,306,000 or $0.04 per share. The earnings per share and number of shares used in the earnings-per-share data for all periods presented reflect the two-for-one stock split that was effective in August 2000. George Perlegos, President and Chief Executive Officer commented, ``We achieved yet another quarter of exceptional financial performance with revenues and net income for the third quarter of 2000 reaching the highest in Atmel's history. Revenues exceeded our expectations and were driven by continued sales strength across all product categories, robust end customer demand, a firm pricing environment, and the continued successful ramp of our manufacturing capacity. Sales growth was particularly strong in our proprietary AVR microcontroller product family. ``During the third quarter we finalized two long-term supply agreements with leading customers in the communications end market. One of these customers gave Atmel a significant cash advance in excess of $100 million to secure this agreement,'' added Mr. Perlegos. These agreements illustrate that our customers see a continued tight supply situation for our products over the coming years.`` Mr. Perlegos continued, ``This quarter we continued improving Atmel's profitability with our gross margin increasing to 44.4 percent from 37.8 percent last year, and our operating margin more than doubling from a year ago to 22.7 percent. These metrics demonstrate Atmel's dedication to expense control, and highlight the inherent leverage in our business model. Capital expenditures for the quarter were approximately $300 million, and our balance sheet remained very strong with ending cash and investments of $1.14 billion and EBITDA for the quarter of approximately $180 million. Receivables fell to 61 days and inventory turns improved to 89 days.'' ``As we stated earlier in the quarter, our results are not materially impacted by the current weakness in the Euro,'' added Mr. Perlegos. ``Atmel's large amount of U.S. dollar-based sales and Euro-based costs act as a natural hedge against fluctuations in the value of the Euro and the U.S. dollar.'' Mr. Perlegos concluded, `` Our backlog at the end of the quarter remains very strong, giving us full confidence in the future. We are enthusiastic about the exciting growth opportunities we are addressing that take advantage of our leading expertise in a broad range of product areas, including advanced logic, security and radio frequency capabilities. On the manufacturing front we continued to ramp our 8 inch capacity. To increase our presence in leading edge manufacturing, during the quarter we acquired a fully facilitized 8 inch factory from Siemens in North Tyneside in England. We anticipate starting manufacturing in this facility by the middle of next year.'' Atmel will hold a teleconference for the financial community at 3:00 PM Pacific Daylight Time today to discuss third quarter financial results. Atmel will provide a real-time audio broadcast of the teleconference in the Investor Relations page of its website at http://www.atmel.com. The webcast replay will be available for two weeks after the teleconference. Atmel will also provide a telephone recording of the teleconference, which will be available at approximately 5:00 PM PDT today. Interested parties may listen to the playback of the teleconference by calling the following number: 1-303-590-3000 and entering the code number 764395. Founded in 1984, Atmel Corporation is headquartered in San Jose, California with principal manufacturing facilities in Colorado Springs, Colorado, Grenoble, Nantes and Rousset, France and Heilbronn, Germany, Irving, Texas, and North Tyneside, England. Atmel designs, manufactures and markets on a worldwide basis advanced logic, mixed-signal, nonvolatile memory, and RF semiconductors. Atmel is also a leading provider of system-level integration semiconductor solutions using advanced CMOS, BiCMOS, BiPolar and SiGe process technologies. Atmel product and financial information can be retrieved from its Fax-on Demand service. In North America call 1(800) 292-8635. Internationally from a fax phone, dial 1(408) 441-0732. Requests may be sent via e-mail to literature@atmel.com or by visiting Atmel's website at http://www.atmel.com. Except for historical information contained herein, the matters set forth in this press release are forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially, including the impact of competitive products and pricing, timely design acceptance by our customers, timely introduction of new technologies, ability to ramp new products into volume, industry wide shifts in supply and demand for semiconductor products, industry overcapacity, effective and cost efficient utilization of manufacturing capacity, financial stability in foreign markets, ability to integrate and manage acquisitions, and other risks detailed from time to time in the Atmel's SEC reports and filings. Atmel Corporation Condensed Consolidated Balance Sheets (In thousands) Sept. 30, 2000 Dec. 31, 1999 ------------------ ------------- (Unaudited) Current assets: Cash and cash equivalents .................. $ 882,530 $ 251,272 Short-term investments ..................... 257,201 161,190 Accounts receivable, net ................... 351,957 281,843 Inventories, net ........................... 286,285 274,065 Other current assets ....................... 99,872 70,938 ---------- ---------- Total current assets ....................... 1,877,845 1,039,308 Other assets ............................... 44,060 37,040 Fixed assets, net .......................... 1,475,885 938,562 ---------- ---------- Total assets ............................... $3,397,790 $2,014,910 ========== ========== Current liabilities: Current portion of long-term debt .......... $ 132,710 $ 147,166 Trade accounts payable ..................... 421,948 278,562 Accrued liabilities and other .............. 310,269 94,584 Deferred income on shipments to distributors 32,791 31,500 ---------- ---------- Total current liabilities .................. 897,718 551,812 Convertible notes .......................... 131,045 275,899 Long-term debt less current portion ........ 571,082 378,134 Other long-term liabilities ................ 7,586 7,586 ---------- ---------- Total liabilities .......................... 1,607,431 1,213,431 ---------- ---------- Shareholders' equity: Common stock ............................... 1,155,191 346,007 Retained earnings .......................... 635,168 455,472 ---------- ---------- Total shareholders' equity ................. 1,790,359 801,479 ---------- ---------- Total liabilities and shareholders' equity... $3,397,790 $2,014,910 ========== ========== Atmel Corporation Condensed Consolidated Income Statements (In thousands, except per-share data) (Unaudited) Three Months Ended Sept. 30, 2000 1999 ---- ---- Net revenues: ....... $ 530,393 $ 340,244 Expenses: Cost of sales ....... 294,899 211,767 Research and development ......... 57,929 46,296 Selling, general and administrative .. 57,044 46,321 ----------- ----------- Total expenses ...... 409,872 304,384 ----------- ----------- Operating income .... 120,521 35,860 Other (expense), net (960) (8,820) ----------- ----------- Income before taxes . 119,561 27,040 Income tax (provision) ......... (43,042) (9,734) ----------- ----------- Income before cumulative effect of accounting change... 76,519 17,306 Cumulative effect of accounting change (net of tax effect)..... 0 0 ----------- ----------- Net income .......... $ 76,519 $ 17,306 =========== =========== Basic net income per share Income per share before cumulative effect of accounting change ... $ 0.17 $ 0.04 Cumulative effect of accounting change per share ........... 0.00 0.00 ----------- ----------- Basic net income per share .... $ 0.17 $ 0.04 =========== =========== Diluted net income per share Income per share before cumulative effect of accounting change ... $ 0.16 $ 0.04 Cumulative effect of accounting change per share ........... 0.00 0.00 ----------- ----------- Diluted net income per share ........... $ 0.16 $ 0.04 =========== =========== Shares used in basic net income per-share calculation... 461,678 401,900 =========== =========== Net income used in diluted net income per share calculation.......... $ 77,647 $ 17,306 =========== =========== Shares used in diluted net income per-share calculation... 494,034 416,036 =========== =========== Nine Months Ended Sept. 30, 2000 1999 ---- ---- Net revenues: ...... $ 1,438,337 $ 941,423 Expenses: Cost of sales ....... 818,328 592,142 Research and development ......... 182,458 136,649 Selling, general and administrative .. 154,587 126,646 ----------- ----------- Total expenses ...... 1,155,373 855,437 ----------- ----------- Operating income .... 282,964 85,986 Other (expense), net (2,190) (8,788) ----------- ----------- Income before taxes... 280,774 77,198 Income tax (provision) ......... (101,078) (27,790) ----------- ----------- Income before cumulative effect of accounting change.....179,696 49,408 Cumulative effect of accounting change (net of tax effect)..... 0 (29,068) ----------- ----------- Net income .......... $ 179,696 $ 20,340 =========== =========== Basic net income per share Income per share before cumulative effect of accounting change ...$ 0.40 $ 0.12 Cumulative effect of accounting change per share ........... 0.00 (0.07) ----------- ----------- Basic net income per share .... $ 0.40 $ 0.05 =========== =========== Diluted net income per share Income per share before cumulative effect of accounting change ... $ 0.38 $ 0.12 Cumulative effect of accounting change per share ........... 0.00 (0.07) ----------- ----------- Diluted net income per share ........... $ 0.38 $ 0.05 =========== =========== Shares used in basic net income per-share calculation.....447,033 400,872 =========== =========== Net income used in diluted net income per share calculation.......... $ 185,340 $ 20,340 =========== =========== Shares used in diluted net income per-share calculation 490,127 412,968 =========== =========== ------------------------------------------------------------------------ Contact: Atmel Corp. Donald Colvin, CFO, 408/436-4360 |
| mib - Freitag, 20. Oktober 2000 - 17:41 |
| morning comments by Chase H&Q: * Atmel Corporation (ATML) $14.23 - $7B mkt cap: 3Q:00: Robust Quarter; Reiterate STRONG BUY & Our $30 Price Target · The company delivered a solid quarter reporting 3Q:00 revenues of $530.4 million, up 10.8% q/q beating our top line estimate of $517 million. Reported EPS came in at $0.16 beating our and consensus estimates of $0.14 and $0.15, respectively. Strength during the quarter was broad based with increased sales predominantly coming from greater unit sales and a better ASP environment in flash, Serial EEPROMs, and microcontroller product families. · Gross margins of 44.4% were up 90 basis points q/q. · The company continues to voice what we have been saying regarding flash that there really is no spot market for flash devices unlike DRAMs and that supply in general in the semiconductor industry and in particular the flash market is still tight resulting in flash ASPs continuing to be firm and stable. Moreover, the commentary on the other so called commodity devices like Serial EEPROMs and EPROMs continues to be that of a firm APS environment also. · The company does not see any slowdown in the near term due to strength seen in bookings during the first half of this year and more recently in the September quarter. Visibility continues to be extremely good with the company currently having pretty much the entire 4Q:00 revenue target on its backlog already. · We are raising our numbers for the balance of this year and next. We reiterate our STRONG BUY rating and our $30 price target. · We would be aggressive buyers of the stock at current price levels. |
| mib - Donnerstag, 25. Januar 2001 - 23:42 |
| erfreuliche Zahlen von ATML! Erwartungen um 0.01 $ uebertroffen und vor allen WACHSTUM auch in diesem Quartal. Sehr viel bessere Aussichten als bei SNDK. Aber wegen SNDK (heute -32%) war heute natuerlich ein grottenschlechter Tag fuer die flash memory companies (und dabei sollte das heute was zum feiern sein....:-( ) SSTI (-23%), ATML (-9%), CATS (-10%), FLSH (-6%) Hinzu kam, dass SSTI hat die Bekanntgabe der Zahlen verschoben hat. Das wurde hart bestraft.... hier die Meldung von Atmel: Thursday January 25, 4:15 pm Eastern Time Press Release Atmel Revenues Top $2 Billion in 2000 With Record Profitability Net Income of $266 Million Up Almost 400% From 1999 SAN JOSE, Calif.--(BUSINESS WIRE)--Jan. 25, 2001--Atmel Corporation (Nasdaq:ATML - news) today announced record results for the fourth quarter and full year ended December 31, 2000. Revenues for the fourth quarter of 2000 totaled $574,335,000, up 48% from a year ago, and up 8% sequentially. Net income for the fourth quarter of 2000 totaled $86,280,000 or $0.18 per share on a fully diluted basis. Basic EPS for the quarter was $0.19. In the previous quarter (third quarter 2000), the Company reported net income of $76,519,000 or $0.16 per share. In last year's fourth quarter, the Company's net income was $33,039,000 or $0.08 per share. Revenues for 2000 totaled $2,012,672,000, and net income was $265,976,000, or $0.55 per share on a fully diluted basis. Revenues for 1999 totaled $1,330,161,000, and before the cumulative effect of an accounting change made in the first quarter of 1999, net income was $82,447,000, or $0.20 per share on a fully diluted basis. The earnings per share and number of shares used in the earnings-per-share data for all periods presented reflect the two-for-one stock splits that were effective in August 2000, and December 1999. George Perlegos, president and chief executive officer, commented, ``We are very proud of Atmel's performance last year, particularly in the fourth quarter. Despite widespread negative sentiment about an economic slowdown, Atmel succeeded in growing its revenues and earnings well above industry norms, with no negative surprises. This is the best possible validation of our diversified product offering. We believe that our well-balanced product portfolio and leading edge manufacturing capacity will enable Atmel to deliver continued growth in revenues and profits throughout every quarter in 2001. We enter 2001 with strong momentum and clearly established on a profitable growth path.'' |
| mib - Mittwoch, 7. Februar 2001 - 03:25 |
| trotz der guten Nachrichten von ATML (siehe unten) wurde der Bestand heute um 100 Stk. verringert, um die Uebergewichtung etwas abzubauen. Atmel talks inventory, new products By Jason Margolis, CBS.MarketWatch.com Last Update: 4:51 PM ET Feb 6, 2001 Newswatch Latest Headlines Get Alerted SAN FRANCISCO (CBS.MW) - Semiconductor maker Atmel said it has no inventory glut and that 2001 will be a breakthrough year for its Silicon Germanium technology. Atmel CFO Donald Colvin said, at an investor conference in San Francisco, that despite a recent slowdown in the semiconductor industry his company remains well positioned without any inventory buildup. "We resisted the temptation to oversupply Flash memory last summer," he said. During 2001, Colvin said that Atmel will grow its Flash business in absolute dollars but will not increase market share. Colvin spoke Tuesday at the Banc of America Securities Technology Week conference. Shares (ATML: news, msgs) closed up 19 cents, or 1.2 percent, at $16.19. Also, Colvin highlighted the company's Silicon Germanium products, saying "This year is when we make our mark." The SiGe technology is supposed to cost-effectively address manufacturing requirements of radio frequency and high-frequency wireless communications products. The company projects SiGe sales of $150 million for 2001, up from $50 million last year. ------------------------------------------------------------------------ Jason Margolis is a reporter for CBS.MarketWatch.com in San Francisco. |
| chinaman - Montag, 26. Februar 2001 - 15:45 |
| Der Individual Investor hält Atmel weiterhin für einen Kauf. :-) Gruß Chinaman Atmel: The Exception Page: 1, 2 Tell us what you think in ATML's Board http://www.individualinvestor.com Research Analyst: Will Frankenhoff (2/26/01) Tech companies of all shapes and sizes have been absolutely crushed over the past 12 months, be they dead dot.coms (Pets.com comes to mind), formerly high-flying large-cap darlings like Nortel Networks (NYSE: NT - Quotes, News, Boards) or industry stalwarts such as Microsoft (NASDAQ: MSFT - Quotes, News, Boards) or Dell Computers (NASDAQ: DELL - Quotes, News, Boards). The notoriously cyclical semiconductor industry has also taken it on the proverbial chin with the Philadelphia Semiconductor Index (SOX) falling approximately 37% in the past year, led by a 57% decline in Texas Instruments (NYSE: TXN - Quotes, News, Boards) and a 47% drop in Intel Corp. (NASDAQ: INTC - Quotes, News, Boards). While the ongoing carnage is painful to individual and institutional investors alike, the sheer magnitude of the decline has left a number of companies looking extremely attractive on a risk-reward basis. Atmel (NASDAQ: ATML - Quotes, News, Boards), a major supplier of nonvolatile memory products, is one such company. Investors might think we're crazy for recommending a semiconductor company in the current environment but our feeling is that at a current price of $11.50 per share, Amtel represents a good investment given the company's recent performance, the bullish guidance given by management and its valuation. First, let's take a quick look at Atmel's performance. The company has now posted six consecutive quarters with top-line growth averaging better than 44% and earnings growth averaging better than 225%. In the most recent quarter ended December 31, 2000, Atmel reported record revenues of $574.3 million, 48% above last year's quarter and up 8% sequentially. This growth has been driven by strength in the SmartCard chip business (up 95% year-over-year and 50% sequentially) and flash-based microcontrollers. Earnings of $0.18 per diluted share represented a 125% increase over the $0.08 per share reported in the fourth quarter of 1999. Gross margins came in at 45%, up from 37.8% in last year's quarter and operating margins showed even better improvement at 23.1% compared with 14.6% a year ago. But in this market, it's not about how well a company has performed recently but what the outlook for business is like. Well, unlike many other semiconductor companies that have warned of slowing growth, including Motorola (NYSE: MOT - Quotes, News, Boards), Texas Instruments (NYSE: TXN - Quotes, News, Boards) and Applied Materials (NASDAQ: AMAT - Quotes, News, Boards) , Atmel's management team remains bullish on the company's prospects in 2001. The company expects revenue to grow between 3% to 6% sequentially in the first quarter of 2001 with R&D spending coming in around 11% of sales and SG&A expense at 9%, down 121 basis points and 70 basis points, respectively, sequentially. Throwing in management's expectations of $65 million in depreciation and about 498 million shares outstanding (up 2 million sequentially) and a tax rate of 36%, this equates to diluted earnings of approximately $0.18 per diluted share on estimated revenue of close to $600 million. If this guidance and our assumptions are correct (and we think they are considering the company already has 90% of the quarter's projected revenue already booked), this would represent top-line growth of 40% and earnings growth of 100%, quite impressive results. For the entire year, Atmel's management expects revenue to grow at a 35% clip driven by a pick up of sequential growth to better than 10% in the second half of the year. Gross margins are expected to increase to the 47%-48% range by the fourth quarter of 2001 as higher margin products such as SmartCard chips and microcontrollers make up a bigger percentage of sales. With R&D and SG&A expenditures expected each to represent 10% of sales, management expects that its operating margins will expand to 27% to 28%. Coupled with capital expenditures of $900 to $1 billion, an increase in share count of 4 to 8 million and depreciation of $360 to $370 million, earnings should come in around $0.86 per share to $0.88 per share (up 56% from 2000) on revenue of approximately $2.6 to $2.7 billion. Given the company's recent performance and this bullish forecast, we believe Atmel's valuation is extremely attractive as its shares currently trade at 14 times our conservative fiscal 2001 estimate of $0.86 per share. Also, the company has close to $2 per share in cash. Bottom Line: We realize that investors are skittish about technology companies at the present time. However, we believe that shares of Atmel have very little downside risk at current levels and serious upside potential. Even if we apply a 50% discount to its growth rate due to the current environment of uncertainty, shares of Atmel should trade at 27 times fiscal 2001 estimates of $0.86 per share, or $23, in the next twelve months. |
| mib - Dienstag, 6. März 2001 - 19:59 |
| 12:41 ET Atmel Corp (ATML) 12 7/16 +15/16 (+8.2%): Chip maker telling investors at Morgan Stanley Conference to expect a 5% decline in revenues. While the forecast is steeper than the 3% decline anticipated by Morgan Stanley, new guidance is not being viewed as much of a disappointment. |
| mib - Freitag, 20. April 2001 - 18:01 |
| (Relativ) gute Zahlen von Atmel: Wallstreet Online-Nachricht Freitag, 20.04.2001, 17:16 Atmel: Stabile Entwicklung Der Chip-Hersteller Atmel hat im ersten Quartal mit 525 Mio.$ 23% mehr umgesetzt als im Vorjahr. Gegenüber dem Vorquartal war ein leichter Rückgang um 8% zu verzeichnen. Der Gewinn je Aktie kam auf 12 Cent. Im Vorjahr lag der Wert bei 9 Cent, im Vorquartal bei 18 Cent. Der Analystenkonsens lag bei 15 Cent. „Wir haben uns besser entwickeln können als die Halbleiter-Industrie insgesamt,“ resümiert George Perlegos, Atmels Unternehmenschef, stolz. Er führt das darauf zurück, dass Atmel breit aufgestellt ist und übereine starke technologische Basis verfügt. Er glaubt, dass sein Unternehmen mit starken Investitionen in neue Produkte und Technologien im zweiten Halbjahr wieder weiter wachsen wird. Die 1984 gegründete Atmel ist in der Tat breit diversifiziert. Es werden komplexe Logikschaltkreise, mixed-Signal Chips, nicht-flüchtige Speicher und Hochfrequenz-Halbleiter angeboten. Auch auf dem Gebiet der Chip-seitigen Integration ganzer Systeme (System on a Chip – SoC) ist das Unternehmen aktiv. Die Palette der beherrschten Fertigungstechnologie geht von dem heutigen Standard CMOS über BiCMOS und BiPolar bis hin zu SiGe (Silizium-Germanium), was sich für sehr hohe Betriebsfrequenzen eignet. Die Kunden kommen aus allen Branchen. Stark vertreten ist die Telekommunikation- und die Kfz-Industrie. Die ATML-Aktie steigt um 7,9% auf 13,45$. Der 52-Wochen-Bereich liegt zwischen 7,62 und 27,38$. Der Philadelphia-Semiconductor-Index verliert 1,5% auf 675 Punkte. |
| mib - Freitag, 4. Mai 2001 - 22:37 |
| aus briefing.com: 14:06 ET RF Micro Devices (RFMD): 31.31 +3.29: JP Morgan's upgrade has fueled a 12% one-day gain in RFMD shares, and the note says all the right things if you're long RFMD. When we last wrote on RFMD in Story Stocks, we referred to the main concern that has depressed all the communications IC stocks, lack of visibility. According to JP Morgan, RFMD's visibility is back, in spades. At the JP Morgan H&Q Technology Conference yesterday, the company apparently told the packed room that the June quarter is fully booked for 20% q/q revenue growth, and demand has increased substantially over the past two weeks. In fact, the demand has been so strong for GSM modules that the company is currently hiring in order to re-open an idle fabrication facility. Who's it coming from? Their top customer is handset maker, Nokia (NOK) and others include Qualcomm, Motorola, Siemens, Bosch and Samsung in the handset market. In the last two and half weeks, RFMD has advanced 75%, with 25% of the move coming in today's session. Those kinds of advances make us leery of jumping in now, but there are broader implications from this call. Obviously, this can be interpreted as an early indication that the handset makers, at least Nokia for one, has worked down inventory to more normalized levels, which bodes well for the handset makers. However, RFMD is heavily reliant on Nokia, and according to a recent note from SG Cowen, Nokia has handled inventory much better than competitors, so this good news doesn't necessarily carryover to the rest of the handset makers, but could be a precursor. Other communications chip makers should also be encouraged by RFMD's news: BRCM, PMCS, AMCC, TXCC, VTSS, CNXT, TXN, CY. All of the comm IC pure-plays have been left in the dust by RFMD since mid-April after trading as a group for most of the calendar year. Passive components are also needed in cell phones: AVX, KEM, VSH. Nokia specific suppliers: CNXT, TQNT, ATML, SAWS, VSH. It may be early and optimistic, but early is better than late. -- Matt Gould, Briefing.com |
| mib - Dienstag, 8. Mai 2001 - 17:43 |
| Wallstreet Online-Nachricht Dienstag, 08.05.2001, 17:12 Atmel: Abwärtstrend schwächt ab Die Aktie des Chipherstellers Atmel hat bereits im Januar und Februar den GD 200 überwunden, jedoch leider nicht nachhaltig. Dabei wurde auch die Abwärtstrendlinie gebrochen. Anschließend ging es wieder schnell abwärts, der GD 100 konnte dabei keine große Unterstützung bieten. Nun befindet sich der Kurs erneut am GD 200. Zwar zeigt sich damit eine Abschwächung des Abwärtstrends, die Frage ist aber, wann dieser wichtige Widerstand endlich überwunden werden kann. Widerstände: 13,95$, 14,03$, 14,44$, 14,60$, 15,75$, 17,56$, 18,13$, 18,44$, 19$, 20,81$, 21,94$, 24,41$, 30,69$ Unterstützungen: 13,79$ (GD 200), 13,41$, 12,94$, 12,82$ (GD 100), 12,56$, 12,25$, 12,22$, 11,63$, 11,25$, 11,13$ (GD 38), 11$, 10,63$, 10,61$, 10,59$, 10$, 9,91$, 9,72$, 9,50$, 9,38$, 9,19$, 8,63$, 8,44$, 8,38$, 8,20$, 7,78$, 7,63$, 7,53$ Indikatoren: Slow Stochastik und RSI bewegen sich inzwischen langsamer aufwärts, der Slow Stochastik hat den überkauften Bereich erreicht, der RSI zeigt eine bullishe Divergenz. Der ADX bestätigt den Aufwärtstrend und fällt nun kurzfristig leicht ab. Der Coppock scheint bereits einen Boden gefunden zu haben und strebt weiter aufwärts. Fazit: Es ist positiv zu werten, dass der GD 200 erneut stark angegriffen wird, dadurch zeigt sich, dass sich der Abwärtstrend langsam abschwächt. Auch die Indikatoren lassen hoffen, dass sich die Aktie bereits in ihrer Bodenbildungsphase befindet. Derzeit erscheint es aber wenig wahrscheinlich, dass der wichtige Widerstand des GD 200 bereits nachhaltig überwunden werden kann, denn die charttechnische Situation ist bereits jetzt überkauft. Kurzfristig ist deshalb nicht mehr viel Potenzial für Kurssteigerungen zu erkennen. Der Kurs dürfte bald abwärts tendieren und dann wahrscheinlich auch die 10$ noch einmal unterschreiten. Es wäre aber ein weiteres positives Zeichen, wenn der kurzfristige Abwärtstrend dann spätestens bei 7,63$ gestoppt werden könnte. In den kommenden Wochen ist dann ein erneuter Test des GD 200 als Widerstand zu erwarten. Die Analyse basiert auf den Kursen des Wertes an der Heimatbörse. Bei ausländischen Werten ist die Analyse auf die in Deutschland gehandelten Wertpapiere übertragbar, da sich die Wertentwicklung an dem Basiswert orientiert. Durch Währungsschwankungen sowie eine geringere Liquidität kann es jedoch zu Abweichungen kommen. Die Analyse wurde nach bestem Wissen erstellt, mögliche Irrtümer und Datenfehler können aber nicht ausgeschlossen werden. Zudem wollen wir damit keine Kauf- oder Verkaufempfehlungen geben und äußern nur unsere weitestgehend subjektive Meinung zu der momentanen charttechnischen Situation einer Aktie. |
| mib - Dienstag, 15. Mai 2001 - 21:52 |
| Atmel sieht schwaches 2. Q. und (hofft auf?) Geschaeftsbelebung im 3. und 4. Q. ATML im Moment nur auf "hold".... Tuesday May 15, 9:39 am Eastern Time Press Release Atmel Updates Second Quarter 2001 Outlook SAN JOSE, Calif.--(BUSINESS WIRE)--May 15, 2001--Atmel Corporation(NASDAQ:ATML - news) today revised its outlook for the second quarter of 2001, ending June 30, 2001. ``We are lowering our guidance for the second quarter due primarily to a decline in customer end-demand for semiconductor products,'' said George Perlegos, Atmel's President and Chief Executive Officer. ``As a broad-line supplier of semiconductor products, we believe that the resumption of demand from end markets such as communications, PCs and consumer electronics will lead to a resumption of growth for Atmel. Given the information currently available to us, we believe this rebound will occur in the second half of calendar 2001. Additionally, with our continued investments in leading edge technologies and products, we believe we will be well-positioned when the industry rebounds.'' Atmel now expects that second quarter 2001 revenue will decline approximately 10 to 15 percent sequentially from the $525.9 million reported in the first quarter of 2001. Prior guidance called for a mid-single digit percentage reduction in revenues. |
| mib - Donnerstag, 19. Juli 2001 - 23:02 |
| die erwarteten Zahlen von ATML - viel wichtiger: bottom in Q3, danach wieder Wachstum (na - schaun mer mal) http://biz.yahoo.com/bw/010719/2508.html |