Dialog - Performancesieger 2007?
erstens dialog hält sich bei minus im tec dax immer gut
und
zweitens der tec dax ist so voller solar titel die bestimmen im moment allein die performences des indexes
also guckt doch auf dialog wie sie schön gemütlich klettert und scheiß auf den tec dax
Der Tec-dax ist das grüne....!
Die Chipbranche hat die Krise längst hinter sich gelassen. Davon künden steigende Umsätze und eine weiter anziehende Nachfrage. Davon profitiert auch der amerikanische Halbleiterkonzern National Semiconductor. Die Anleger freut's.
Im nachbörslichen Handel in New York kletterte die Aktie um 2,4 Prozent. Damit honorieren die Anleger die überraschend kräftig gestiegenen Zahlen von National Semiconductor im dritten Quartal des laufenden Geschäftsjahres. Danach hat das Unternehmen bei Umsatz und Gewinn die Erwartungen der Analysten übertroffen.
Wie das in Santa Clara beheimatete Unternehmen am Abend mitteilte, hat sich der Nettogewinn in dem am 28. Februar beendeten Quartal mehr als verdoppelt, auf 53,2 Millionen Dollar von 21,1 Millionen Dollar im Vorjahreszeitraum. Der Umsatz machte ebenfalls einen Sprung auf 362 Millionen Dollar von 292,4 Millionen Dollar. Verkäufe an Industriekunden und erhöhte Unternehmensausgaben verbesserten die Margen.
National Semiconductor produziert analoge Chips, die unter anderem in Apples iPhone oder Palms Smartphone Pre eingebaut werden. Weil besonders die Apple-Produkte hervorragend laufen, rechnet der Halbleiterkonzern für das laufende Quartal mit weiter steigenden Umsätzen.
NATIONAL SEMICO...
10.64-0.09-0.88%Infineon
4.37+0.00+0.13%Prognose angehoben
Ersten Schätzungen zufolge dürften die Erlöse zwischen 375 und 390 Millionen Dollar erreichen, während Analysten nur mit 350 Millionen Dollar erwartet haben. Die Kalifornier sind nicht das einzige Chipunternehmen, das in der letzten Zeit den konjunkturellen Aufwind spürt. Auch beim südkoreanischen Speicherchip-Hersteller Hynix, der weltweiten Nummer zwei, gehen die Quartalsgewinne in Serie.
Der deutsche Halbleiter-Hersteller Infineon macht da keine Ausnahme. Nach der kräftigen Steigerung von Umsatz und Gewinn im ersten Quartal hat das Unternehmen seine Prognose für das Wachstum im laufenden Jahr auf "mehr als 20 Prozent" erhöht. Bislang war der Konzern nur von Zuwächsen von zehn Prozent ausgegangen. Die Marge im Segmentergebnis soll "im hohen einstelligen Prozentbereich" liegen, bislang hatte man mit diese im mittleren einstelligen Prozentbereich gesehen. Die Indineon-Aktie steigt heute um 0,3 Prozent.
lg
Dialog Semiconductor: Erst neue Trading-Chance, dann neues Hoch?
http://www.deraktionaer.de/xist4c/web/...ch-_id_43__dId_11671529_.htm
Wer hat eigentlich was dagegen das die Aktie mal über 12€ steigt und sich da hält ???
Die Nachrichten sind doch alle sehr gut, nur die Aktie dümpelt da hin.
.... gut dasalte Hoch wurde nicht übertroffen, jedoch nimmt die Aktie Naturgemäß Schwung auf (sieht man übrigens sehr gut an der Historie ... so gesehen ist es ein Klassiker, der hier nach meiner Zählung schon mind. 5 Mal im DLG Chart auf Tagesbasis zu sehen war).
Im März werden die Geschäftszahlen bestätigt, dies gibt einen guten Pusheffekt .... ich glaube, dass im Mrz noch was abgeht - die IPad Geschicht im April sehe ich schon als teilweise eingepreist, da es dieses Gerücht schon länger gibt und nach meiner Einschätzung gerade deswegen die Deutsche Bank bei DLG nochmals gut eingekauft hat.
Es kann nicht jede Woche einen Ausbruch geben .... aber einmal Pro Monat gut getimed ist doch schon super.
schönes WOchenende
Euer JRGTrader
Konzern-Jahresfinanzbericht:
Veröffentlichungsdatum / Englisch: 16.03.2010
Veröffentlichungsdatum / Deutsch: 01.04.2010
Auch wenn der Vergleich ein wenig hinkt, Infinieon hat sich auch ewig an den 4 € versucht und auch erst in den letzten 14 Tagen nachhaltig gemeistert...!
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Mac news from outside the reality distortion field
Day 1 estimate: 120,000 iPads sold
Posted by Philip Elmer-DeWitt
March 13, 2010 10:58 AM
A snapshot of who's buying what based on a sample of first-day pre-orders
Click to enlarge. Source: AAPL Sanity
The team at Investor Village's AAPL Sanity board have completed their initial analysis of pre-orders for the iPad tablet computer.
Apple (AAPL) began taking orders on Friday for delivery starting April 3.
Based on a sampling of 99 orders (for 110 iPads) over 19.5 hours, and not counting units that were reserved but not ordered, the Sanity team estimates:
* Nearly 120,000 iPads sold. Their math: 124,596 (orders of all Apple products Friday) minus 16,500 (the average number of online orders on a normal day) times 1.11 (the average number of iPads ordered per customer) equals 119,987 iPads.
* Wi-Fi over Wi-Fi+3G. Customers preferred the cheaper (and available April 3) Wi-Fi-only iPad over the Wi-Fi plus 3G model (due out at the end of April) by roughly two to one.
* 16, 32 and 64GB iPads are equally popular. Pre-orders were almost evenly split among the 16, 32 and 64 GB models, with a slight preference for the least-expensive 16 GB model, which starts at $499, and the most-expensive 64GB, which starts at $699 and can run as high as $829 (AT&T charges not included).
"Apple has been able to generate over $75 million in revenue in one day on a product that 99.9% of purchasers haven't touched or for that matter, even seen in person," said Victor Castroll, an analyst with Valcent Financial Group. "And, we're still three weeks away. That is amazing."
Castroll was one of two AAPL Sanity members who monitored the order numbers as they flowed in, but he credits Deagol — a blogger-investor whose predictions of Apple's earnings are consistently more accurate than the Street's — with doing the heaving lifting. You can follow Deagol's work at Deagol's AAPL Model.
Estimates of the number of iPads Apple will have manufactured by April range from a high of 1 million to a low of 300,000.
If you want to contribute to the Sanity spreadsheet, send your information to ipadsales10@gmail.com. Include your order number with the last three digits Xed out, the number of iPads you ordered, the order time, time zone, memory capacity and whether your iPad is Wi-Fi only or Wi-Fi + 3G.
See also:
* Apple sells 50,000 iPads in two hours
* The wild iPad Ruckus begins
* How many iPads will Apple sell?
[Follow Philip Elmer-DeWitt on Twitter @philiped]
Tags: AAPL Sanity, Apple, Castroll, Deagol, iPad
16 Comments | Add a Comment | Email
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iphonerulez: Do you really think low-tech consumers can afford an iPad?
Posted By Greek, Athena, Greece: March 13, 2010 3:32 PM
It's amazing that in this economy that people can afford an Ipad, but I bet they're cutting their phone and cable bills to make ends meet
Posted By STORYBURN, USA, USA: March 13, 2010 3:04 PM
I hope Joe and Jack are willing to keep buying shares of aapl with those math skills. There is no chance in hell aapl will sell 3-5mm in 1st quater of it's release. How about this, I will sell you my shares of aapl on Monday at the open for $1,000/ share. I think that's a fair price considering aapl will sell 12-20mm of these ipad for FY2010 according to the math.
PS- 1/3 of 300,000= 100,000 not 150k
Posted By Tim, New Jersey: March 13, 2010 2:59 PM
I think I agree with the Daves here, both Akron and Houston. The first two hours were a mad rush, but I don't think that 120,000 at the end of the day is too insanely huge. I don't think the first two hours are representative of the rate of sales under "normal" conditions. But I also think that sales will be brisk when the iPad is available in the Apple Stores on the streets for people to play with them. Overall, I think it's a pretty good day for Apple, no more, no less.
I'm an Apple Fanboi and proud to admit it, and I am also a shareholder, so I hope the product does well. I know I don't intend to buy an iPad until I have seen it first hand, but I think I intend to (buy one), so I really don't know what to make of Friday's results. I hope there are a lot more people out there like me who will buy the iPad *after* they see it in the wild.
Posted By David, Dallas, TX: March 13, 2010 2:54 PM
One big unknown is whether Apple will be able to get carriers in other countries to offer similar terms to AT&T. No contract, ability toggle between limited and ulimited data plans, and the ability to start and stop plans at any time would sell big in Europe.
If they can do that I think sales will be huge worldwide. If the iPad outsells the iPhone Apple will have the various financial analysts worshipping at their alter.
Posted By davesmall Houston, Tx: March 13, 2010 2:36 PM
@ Dave from Akron Ohio. Thank you for the information. We can now all rest easy. Not a lot to do in Ohio in eh?
Posted By Dan Los Angeles CA: March 13, 2010 2:35 PM
Geeks are smart when it comes to tech and hardware. Unfortunately, too many are jack stupid when it comes to sales and marketing. Eventually the cries of "iPad fail" will become a whisper as Apple sells millions of units to those low-tech consumers that just need an easy to use device to do a few simple things. One tap downloadable digital content and good customer support will easily win out over a few hardware shortcomings.
Tech-geeks are only interested in packing as many features on a product as possible even if it increases the overall complexity for most users. Geeks don't even consider the struggling low-tech consumers that are having difficulty with computing devices. They just look down upon those consumers as being stupid and undeserving of computing devices.
Apple will have its whole mobile ecosystem, digital content and retail outlets ready for consumers to play with the iPad. Consumers will try the iPad and plenty will buy it on the spot. Apple has been using this formula to increase sales over the last few years and it seems to work well. Ease of use and quality customer support are what many consumers are really after. Not just hardware alone.
So while the tech-geeks are holding out for the hardware-superior JooJoo, the Adam and the HP Slate to deliver a partial content solution, Apple will be pulling in customers and selling easy-to-use iPads complete with a total content solution as fast as they can build them. Compared to past tablet sales to niche users the iPad will become a successfully selling product to millions of low-tech consumers. Apple will quickly dominate the tablet market.
Posted By iphonerulez, Brooklyn, New York: March 13, 2010 2:21 PM
Why does everyone assume only 300,000 iPads will be available on Apr 3?? Just because some analyst said so?
Really now!
Posted By jmmx, PDX: March 13, 2010 2:13 PM
@ Dave, Akron Ohio
"… dropped to 5400 per hour…"
Let's say over time it drops to only 2000/hr – X 15 hrs X 30 days… That is close to 1 million per month or 9 million this year. I could live with that.
"Cold splash in the face"??? Hardly!
Posted By jmmx, pdx: March 13, 2010 2:10 PM
Assuming the total order of pre-orders and reservations equaled 150,000, and assuming 300,000 iPads will be available on April 3rd, then ONE THIRD of available iPads were spoken for in the first day of orders – and we're still three weeks from D(elivery)-Day.
Any bets on whether or not they'll sell out their inventory before then? Or will they "hold back" a certain number for the stores?
Posted By Sacto Joe, Sacramento, CA: March 13, 2010 1:34 PM
Apple will book sales of 3 to 5 million during the first full quarter. Here's why.
1) That's 33,000 to 55,000 of sales per day. That's not that many, given pent-up demand.
2) In addition to U.S. sales, there will be official sales in many countries – Australia, Canada, France, Germany, Italy, Japan, Spain, Switzerland and the U.K.
3) There will a large number of unofficial sales to other countries through Ebay and other means. I don't think anybody is even considering these numbers in their estimates.
4) If Apple sold 1.2 million iPhones in the 1st quarter, they can easily do 3 to 5 million iPads in its 1st qtr. Don't forget, with the iPhone you had to sign up with a carrier and pay $500 just for the 4GB model at that time.
I expect Apple will make an announcement on Monday morning saying that they have taken pre-orders for about half a million iPads during the first 3 days.
Posted By Jack, Stamford, CT: March 13, 2010 1:14 PM
Amazing pre-order sales! And so far the iPad is only available for US orders.
Posted By Neil, Coalmont, BC: March 13, 2010 1:06 PM
Ok, so lets analyze this…if they started taking orders at 9:00am and we are measuring through midnight, that gives us 15 total hours. With total estimated sales of 120,000 that gives us an average of 8,000 per hour. If we adjust for the "50,000" in the first two hours then the average for the final 13 hours of sales drops to around 5,400.
That is a considerable drop in momentum over a single day. But then one day doesn't won't make or break this product. You'll really need to see the first week to gauge overall momentum. But it is a cold splash in the face to those giddy bloggers yesterday when estimates for the first two hours came out. Me I'm waiting for the second generation and other alternatives.
Posted By Dave, Akron Ohio: March 13, 2010 12:32 PM
Apple sold approx 1.2 million iPhones during the first quarter after the product introduction. That works out to about 13,300 units per day over the 90 day period.
Latest estimates are that the sold 120,000 iPads during the first day of launch. That's a lot considering that the only folks who've had hands-on exposure were journalists who attended the product announcement. I think we will see another big bump in sales when the units are available in Apple's retail stores.
There is a good chance that the iPad launch will be bigger than the iPhone launch assuming they have enough product in the pipeline to fill all orders.
Posted By davesmall Houston, Tx: March 13, 2010 12:26 PM
16,500 is not normal, but an estimated increase over the recently observed daily average from March 5 to March 12 of 14,384.
Thanks PED
Posted By deagol, Gladden Fields: March 13, 2010 12:17 PM
YOU GOTTA BE KIDDING ME! WOO HOO!
Posted By David Port St. Lucie, Florida: March 13, 2010 12:17 PM
« Apple's Tim Cook gets his earthly reward
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Philip Elmer-DeWitt
About This Author
Philip Elmer-DeWitt
Steve Jobs, goes the old joke at Apple, is surrounded by a reality distortion field; get too close and you might believe what he's saying. Apple has made believers out of millions of customers — and made a lot of investors rich — but Elmer-DeWitt believes that an ounce of skepticism never hurts when writing about the company. He should know. He's been covering Apple – and watching Steve Jobs operate — since 1982.
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Grundlage für ein Investment sollte ein gesetztes Ziel sein. Wer kurzfristig handeln will sollte sich rein markttechnisch auf die Bewegung oder den AUsreisser orientieren ... dann sind die Kommentare hier auch unsinnig, da viel fundamentale Argumente kommen. Wenn jemand langfristig orientiert ist, dann macht es schon Sinn fundamentale Fragen zu stellen etc. aber diese werden immer von markttechischen Bewegungen begleitet.
Wenn man die Diskussion beobachtet dann sieht man schnell, dass die Zielsetzung bei einigen nicht mit dem Blickwinkel auf die Kurse übereinstimmen. Schnelles Geld gibt es nur in ganz bestimmten Phasen.
Wem es wichtig ist wie sich DLG längerfristig entwickeln wird, der sollte naben der fundamentalen Analyse (die übrigens neben Kunden auch Marktumfeld, Verbraucherverhalten Märkte, Währungen etc. beinhaltet) immer auch die marktechnische Analyse auch dem entsprechenden Zeitlevel durchführen.
Ergebnis meiner Analysen bisher: Fundamental steht DLG super da (z.B. wächst der Halbleitermarkt voraussichtlich mind. 2 stellig, DLG ist auch in den starken Wachstumsmärkten drin und die Kunden zählen zu den ganz großen und zu den Technologieführern).
Technisch gesehen ist DLG in einem mittel- und langfristigen etablierten Aufwärtstrend und dieser steht auch sehr gut da.
schönen Tag noch
JRGTrader
Zeitpunkt: 15.03.10 21:43
Aktion: Löschung des Beitrages
Kommentar: Bashversuch - unbelegt Daten fehlen wie immer - Spam ID?
Grüsse
Shary
http://www.dialog-semiconductor.com/reports/Dialog_AR09_WEB.pdf
us not only tremendous challenges but also major opportunities.
As a leader in Power Management integrated technology,
we’re now a highly respected partner worldwide when it comes
to enhancing the battery efficiency of portable devices. We see
enormous long-term growth prospects opening up for us in these
fields as energy efficiency becomes of ever increasing importance
to our society.
In 2010 we aim to achieve:
- continued profitable revenue growth driven by market share
gain in Power Management and Audio ICs especially within
the smartphone and portable media device market;
- advanced innovation with our continuing success based on
two key factors: a sharp focus on customers and a winning
product portfolio based on a solid road map for the future;
- volume production of our passive matrix OLED IC display
technology together with our display module partners,
offering superior performance and a more energy efficient
solution than incumbent displays today; and
- continued diversification of our customer and product base
in both portable and other industrial markets through both
organic development and inorganic activities – including
complementary technology-based acquisitions.
(Quelle: Jahresbericht, eng.)