"
Du er her: Forside > Utenlandske aksjer - Valuta - Råvarer > Fiberoptikk (GLW et al)
Fiberoptikk (GLW et al)
margarita
27.10.2000 17:18
#125

Endre
Fiberoptikk fikk en solid dip etter dårlige veksttall fra Nortel Telecom (90% vekst mot ventet 125% vekst), og er nå repriset til langt hyggeligere inngangsverdier enn bare for en uke siden. Markedslederen i sectoren er Corning (GLW), men også komponentleverandører som JSD Uniface, Ciena Corp. (CIEN), Digital Lightwave (DIGL) og SDL (SDLI) er blitt spennende selskaper etter reprisingen av sektoren.

Jeg tror fiberoptikk er neste store området innen Telecom, og mener alle disse selskapene bør være interessante kjøp på dagens nivå. Personlig har jeg mest tro på GLW, som har solid inntjening og en relativt moderat P/E for sektoren på rundt 70.
BAFI
31.10.2000 18:02
#617

Endre
Jeg kjøpte meg inn i DIGL på 50 $ og NT på 44 $, og tror disse skal dobble seg i løpet av vinteren dvs. april.
vikinginvestor
31.10.2000 19:59
#1

Endre
Her får dere noe å tenke på når dere leser dette:

http://biz.yahoo.com/prnews/001030/wa_microvi.html



[Endret 31.10.00 19:59 av vikinginvestor]
stocking
22.11.2000 22:58
#2082

Endre
Corning har jeg tro på fremover nå , skal kjøpe her så fort jeg får solgt de norske aksjene mine .
stocking
09.03.2001 21:42
#2766

Endre
Nå gikk jeg inn i GLW på 27 $ , håper bunnen er nådd nå .
stocking
09.03.2001 22:59
#2768

Endre
Bland vinnarna vill vi gärna se fiberoptikaktierna tillsammans med aktier som Microsoft, Cisco, och Sun Microsystems. Det skulle i så fall betyda att både spekulanterna och institutionerna kastar sig över aktier och att raset är över. Om uppgången blir tveksam ska vi förbereda oss för en avslutande nedgång.

Men hur som helst är Nasdaq inte långt från botten. Även om vi jämför det nuvarande läget med den stora kraschen under depressionstiden ser det inte ut som att det kan bli mycket värre innan det vänder


Får håpe det .
stocking
14.03.2001 17:31
#2820

Endre

stocking
16.03.2001 21:44
#2856

Endre
Hvis noen skal kjøpe fiberoptiske ikke kjøp JDSU eller CIEN , kjøp heller GLW eller CORV , som har mer cash , og ikke like høyt priset som de to andre .
vikinginvestor
16.03.2001 22:00
#4

Endre
Lumera har overlegen fiberoptikk teknologi og har nettopp hentet inn USD 25M i ny kapital bla. fra Cisco. Microvision (MVIS) eier 58% av Lumera.

http://biz.yahoo.com/prnews/010314/sfw033_3.html

dow
20.03.2001 15:09
#786

Endre
GLW kommer med PW en gang i uka nå.
stocking
21.03.2001 22:35
#2895

Endre
Corning CEO Calls Stock Valuation 'Nuts'

By Timna Tanners

ANAHEIM, Calif. (Reuters) - The chief executive of fiber-optic giant Corning Inc. (NYSE:GLW - news) on Tuesday called his company's low current stock price value ``nuts,'' but said it won't keep Corning from pursuing strategic acquisitions to broaden its product line.

In an interview, John Loose told Reuters that nervous investors have sent Corning's stock price to levels unseen since October 1999, and that a weaker economy has forced the company to slow its pace of growth.

``A multiple of 20 on Corning is nuts,'' Loose said. ``I think investors are spooked.''

Like other fiber-optic communication equipment makers, Corning's stock has taken a nosedive in recent months as customers tighten their spending budgets for optical switches, components and fibers. Telecommunication companies have been short on cash and vulnerable to a weaker economy.

Corning's stock fell 4.9 percent or $1.24 to $23.96, amid a weaker New York Stock Exchange (news - web sites) after the U.S. Federal Reserve (news - web sites)'s decision to cut interest rates by 50 basis points disappointed the market. Using 2000 earnings of $1.23 a share, Corning's price to earnings ratio was about 19.5.

Shares of Corning have fallen from a high of more than $113 in September, when their price to earnings ratio was about 168, on 1999 earnings of 67 cents a share.

Yet Corning executives remain convinced that long-term Internet usage growth will require increasing amounts of its optical product offerings in the future.

Selective Acquisitions

During the current economic uncertainty, however, the company is re-examining the short-term pace of its growth. Corning executives on Monday said the company may cut some projects and more staff, in addition to recent layoffs of 825 workers.

``A year ago we would have been in full-blown, fast-track mode,'' Loose said at the Optical Fiber Conference (OFC). ''Obviously things are different now. Certainly on discretionary spending it's a time when we are very mindful of costs.''

While a lower stock price can crimp takeovers, Loose said that a target company whose value has fallen in tandem with Corning would still be a good buy.

Cash deals have become less attractive, he said, as the company focuses on its balance sheet and ensuring healthy cash flows. Stock deals, too, are more challenging because of the lower stock price, as well as the expectation that a stock deal should add to earnings within a year.

Still, Corning would be interested in acquiring an attractively valued transmission laser company. Transmission lasers advance light signals on fiber optic cables.

``I've always said at some point we would have to fill the gap we think we have in transmission lasers,'' Loose said. ``In long-haul transmission fibers we have a modest position and would be open to an attractive acquisition.''




Stocktalk.no eies av MarketMind AS
Adresse: Thunesvei 2, 0274 Oslo Tlf: 21 07 50 08 Email: st [at] stocktalk.no Orgnr: 979 175 027 MVA
Kontakt oss | Hjelp | Regler | Sett som startside | Legg til favoritter © 2008 Vestover AS