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Week 52

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  1. [verwijderd] 18 december 2004 16:05
    Koopadvies van OPPENHEIMER op vrijdag.
    Ondanks dat ons aandeeltje in de afwacht-stand staat en afkalft.

    17-Dec-04 Oppenheimer Initiated Buy
    29-Oct-04 IRG Research Initiated Buy
    28-Sep-04 Roth Capital Initiated Buy
    10-Sep-04 Stifel Nicolaus Initiated Outperform/Buy
  2. [verwijderd] 19 december 2004 12:11
    Ducati had het ook op Yahoo-Finance gezet.
    Oppenheimer is een grote in de bizz.

    Oppenheimer Research

    Oppenheimer has a well respected research department headed by Steven Glukstein, Director of Research, with Tom Eagan, covering Cable and Satellite, and Sasa Zorovic, Ph.D. handling Software. All of these people are frequent guest on CNBC, Bloomburg, CNN, etc. so just maybe OpenTV will begin to get some national attention.

    Even more important, Oppenheimer has over 1,600 Financial Advisors that serve institutional and mutual fund clients, which will definitely increase OpenTV’s visibility.

    Zorovic who issued the coverage notice on OpenTV, has a very impressive educational background, earning an undergraduate degree from Havard, an MBA and a Ph.D from Stanford in Engineering.

    Thomas W. Eagan - Subscription Television (Cable and Satellite TV)
    Thomas Eagan joined Oppenheimer in March 2003 as a senior analyst covering the Cable and Satellite Television sectors. Prior to Oppenheimer, Mr. Eagan covered these sectors, in addition to the Interactive TV sector, at UBS Warburg, where he was an analyst for seven years. Prior to UBS, Mr. Eagan had served as Finance Manager at Home Box Office and a Media Buyer at Ingalls Associates, a Boston-based advertising agency. Mr. Eagan regularly speaks on panels at cable and satellite TV industry conferences. In addition, he is often quoted in the financial press and has appeared on many news networks, including ABC News, CNBC and Bloomberg TV.

    A. Sasa Zorovic, Ph.D. - Software
    Sasa is a software analyst at Oppenheimer, focusing on digital media and digital commerce sectors. Previously, he was an analyst at Robertson Stephens where he covered the software sector with particular emphasis on infrastructure and applications for digital media, such as streaming media, interactive television, photo editing, video authorizing and digital rights management. Quoted in The Wall Street Journal, Business Week and Forbes, Sasa also appeared on BloombergTV, ABC Business News and other media. Prior to coming to Wall Street Sasa was a software entrepreneur who was a founder and CEO of Claria, an Internet software company. Sasa started his professional career as a consultant with McKinsey & Co., advising clients in both the US and Europe. Sasa is a graduate of Harvard University; he obtained a Ph.D. in Engineering-Economic Systems from Stanford, and subsequently returned to Stanford where he earned his MBA degree as well.

    www.opco.com/public/products_services...

  3. [verwijderd] 20 december 2004 23:14
    Nou ja, in week 52 wel even opnemen dat ze 0$50 gezakt zijn.
    Welke gek verkoopt een miljoen aandelen tussen de 3$50 en $3.75.
    Gatverdergatver..

  4. [verwijderd] 20 december 2004 23:48
    Oh ja, en ik plak er eentje achteraan van Ducati, een positivo van Yahoo.
    Aanbevolen.

    Big Block -
    by: ducati99903
    Long-Term Sentiment: Strong Buy 12/20/04 05:39 pm
    Msg: 73215 of 73215

    Big Block, you appear to be a rational individual that usually post fair comments about OpenTV and the interactive TV sector, so I will respond to your question.

    You must understand that this stock's price has moved up almost 500% from the low of $.70 nearly 2 years ago. In the last few months it has set a new yearly high of $4.14 and traded for 8 days or so over $4.00, up from the $3.00 area. There are a lot of new traders with profits at these levels and apparentlly they are taking them before the end of the year.

    Every fund manager that owns shares is looking to lock in profit before the end of the year. Remember, their bonus and preformance reviews are based on short term measures and they have very little incentive to "buy and hold". The average stock is only held 11 months in a fund, which means the entire fund turns over in less than one year. Great long term planning.

    When you figure out precisely why a stock trades off on any particular day please let me know as well. There are thousands of reasons to "Sell a stock", and only one reason to buy it, doesn't seem fair does it.

    In my opinion, this time next year no one will care why the stock sold off at this time or the many other times it will happen next year. It's just they way the market works, stock prices go up and they go down.

    One persons "sell off" is another persons "buying opportunity", time will tell who was right.



    Posted as a reply to: Msg 73211 by Big_Block_Buyer
  5. [verwijderd] 21 december 2004 14:43
    Leuk dat BUY advies, leuk die uitleg van Ducati over Oppenheimer maar gaat het er niet eigenlijk om wat Oppenheimer van OpenTV vindt?

    HL: Oppenheimer: OPTV: Recovery Ahead [DSYTJVF]

    08:12am EST 17-Dec-04 Oppenheimer & Co. (A. Sasa Zorovic, Ph.D.) OPTV OPTV.O
    OPPENHEIMER December 17, 2004
    OpenTV Corporation BUY

    Recovery Ahead

    A. Sasa Zorovic, Ph.D.
    617-428-5667
    sasa.zorovic@opco.com
    Priya Parasuraman
    617-428-5731
    priya.parasuraman@opco.com

    Investment Opinion:
    We are initiating coverage of OpenTV Corp. with a Buy rating. The company is
    an interactive television (iTV) pioneer with a strong technology base and
    backing from Liberty Media. We do not believe that the iTV market is reaching
    an imminent inflection point. However, OpenTV does enjoy a premier industry
    position, large and diversified customer base and we believe that the new
    management team is on track to deliver an upside revenue and earnings
    trajectory not currently reflected in the stock price.

    OPTV - NASDAQ $3.83
    52-WEEK RANGE $4.14 - $1.82
    MARKET CAPITALIZATION $486.2mm
    SHARES OUTSTANDING 91.2mm
    FLOAT 63.0mm
    BOOK VALUE/SHARE $1.20
    DEBT/TOTAL CAP. (%) NA
    DIVIDEND/YIELD NA/NM
    AVG. DAILY VOLUME 629,872

    Fiscal Year Earnings Per Share Estimates (US$)
    Dec 1Q (Mar) 2Q (Jun) 3Q (Sep) 4Q (Dec) Year
    Old New Old New Old New Old New Old New P/E
    2003A -- (0.28) -- (0.13) -- (0.10) -- (0.11) -- (0.62) NM
    2004E -- (0.07)A -- (0.02)A -- (0.04)A -- (0.03) -- (0.16) NM
    2005E -- (0.03) -- (0.02) -- (0.01) -- 0.00 -- (0.07) NM
    2006E -- -- -- -- -- -- -- -- -- 0.00 NM

    See last page of this report for important disclosures.

    * Future of television is undoubtedly (more) interactive, in our view-even
    though the industry has been slow to develop. Worldwide there are about 30
    million iTV subscribers. The iTV households in the US, currently 11 million,
    are expected to grow at a CAGR of 41% over the 2004-2007 period . The market
    has been slow to develop, however, as early offerings focused on "flashy"
    services without much commercial need (e.g., TV-banking); now, however, we
    believe a new set of offerings is likely to fare considerably better with
    service providers and consumers (e.g., VOD, DVR, games, personalized
    advertising).
    * Premier technology position and customer base. OpenTV has over 47 million
    set-top boxes worldwide at over 44 network operators, and holds over 1,000
    issued and pending patents worldwide for its interactive TV technology.
    * Liberty Media offers financial muscle, connections. However, it also
    maintains voting control.
    * Strong new management team. Recent additions of CEO Jim Chiddix with strong
    cable experience and CFO Rich Hornstein provide the experience and
    operational know-how which, we believe, will benefit the company and
    investors.
    * Valuation, visibility. There are risks ahead for OpenTV. However, with new
    management and improved visibility into cash flow projections we assign OPTV
    shares a Buy rating and a price target of $5, 12 months from now.
    * For more detail, please see our full report published today.

    Model

    OpenTV, headquartered in San Francisco, CA, provides software and technology
    for interactive television to broadcasters, television programmers and
    advertisers. These solutions are used to create programming, advertising,
    games, and other interactive applications. The company has over 45 million
    enabled set-top boxes at over 40 operator customers in over 90 countries. It
    holds over 1,000 issued and pending patents for its interactive television
    technology.
  6. stot 21 december 2004 15:31
    wat heb je aan al die koopaanbevelingen als je al in geen maanden een fatsoenlijk PB heb gehad waar de koers op explodeert.
    al die orders in de pijplijn komt me bekend voor van BAAN.

    ondertussen zitten we alweer op 3.58 en gaan we richting 3 ipv 5.
  7. [verwijderd] 21 december 2004 20:47
    quote:

    gvandermeulen schreef:

    wat een ongelooflijke kromme vergelijking en nog minder interesante onderbouwing.
    het reageren op NIET WAARD LACHWEKKEND

    maar ja,het zalo zijn reden wel hebben deze nrgatieve reactie,ingestapt om snel winst te maken,nu toch weer verlies,terwijl die andere steeg.

    truste

    en laat de believers met rust

    want kritiek geven is makkelijk

    van een flat springen als we 50 dollar staan is nog makkelijker,geloof me
  8. stot 22 december 2004 09:18
    zit al 3 jaar in open tv en blijf dat ook doen , alleen hoor ik iedereen praten dat itv leeft etc.

    aan de andere kant zijn er de laatste 2 maanden weinig interessante berichten naar buiten gekomen en gaat de koers bij positief sentiment geleidelijk omlaag.
  9. [verwijderd] 22 december 2004 12:34
    Dit vind ik persoonlijk een opbeurend bericht na de kleine duikeling van afgelopen dagen.
    Het komt goed met dat OPTV. Ze exporteren de Panasonics MET optv software al naar China.
    Hup, allemaal aan de Panasonic plasma.
    En zoals we al lazen wodrt ook hier interactieve televisie (Wetenschapskwiz/UPC) zichtbaar.

    ((2003 PRESS RELEASES
    FOR IMMEDIATE RELEASE
    OpenTV Software Integrated With Panasonic Digital Television Sets San Francisco, CA, February 4, 2004 - OpenTV (NASDAQ-NMS: OPTV), one of the world's leading interactive television companies, today announced that Matsushita Electric Industrial Co., Ltd. (NYSE symbol: MC), best known for its Panasonic brand name, has incorporated a jointly developed integrated browser in all of its Panasonic VIERA™ digital televisions and Panasonic OEM digital set-top boxes))

    Panasonic Races to Meet Plasma Demand

    Company is expanding production to deliver more flat-panel TVs.

    Paul Kallender, IDG News Service
    Thursday, December 16, 2004

    Matsushita Electric Industrial, also known as Panasonic, is expanding its production of plasma display panels faster than originally planned to keep pace with strong demand for PDP flat-panel televisions, a company executive says.

    The expansion is part of Panasonic's aim to become the world's largest maker of PDPs by mid-2006, says Tsutomu Ueda, senior vice president of Panasonic's AVC networks company, at its plant in Ibaraki City in western Japan.

    The company's PDP subsidiary, Matsushita Plasma Display Panel, has installed new production lines at the Ibaraki plant, raising its production capacity to 100,000 panels per month. When the factory opened in April it had a production capacity of 40,000 panels per month. Panasonic's original plan had been to expand this to 80,000 by April 2005.

    Supply and Demand

    One of the main factors behind the faster- and larger-than-planned increase is the growing popularity of PDP-based flat-screen televisions. Demand for the sets is strong in Japan, the United States, and Europe, says Ueda.

    In the first 10 months of this year, shipments of PDP televisions in Japan totaled 245,000 units, up 46 percent from the same period in 2003, according to the Japan Electronics and Information Technology Industries Assocation. Panasonic estimates its share of the Japanese market rose from 26 percent in late September to 40 percent at the beginning of December. Its share in the United States rose from 24 percent to 28 percent over the same period, it says.

    Matsushita estimates global demand for PDPs will reach 2.7 million units for the 12-month period ending March 2005, exceed 5 million units in the year to March 2006, and reach 12 million units in the year to March 2009.

    The latest increase takes Panasonic's total production capacity, including its first Japanese factory and a plant in Shanghai, China, to 150,000 panels per month.

    Its next major increase in production is due in late 2005, when the first of two production lines at a new plant in Amagasaki, Japan, come on line. That will take capacity from 1.8 million panels per year to 3.3 million panels per year. At the beginning of 2007 a second line is expected to have pushed total capacity to 4.8 million panels per year.

    "Bearing in mind that we are quadrupling production over the next three to four years, it shows how we perceive the market," says Ueda. "Even after the year-end sales period we see demand without end."

  10. [verwijderd] 22 december 2004 21:48
    Nee, behalve een aardige volumestijging, is er nog geen nieuws.
    John de Mol zal vanavond wel 200 k ingekocht hebben, kan íe Versatel mee beOPenTVen.
  11. bwt 22 december 2004 21:56
    quote:

    minofmeer schreef:

    Nee, behalve een aardige volumestijging, is er nog geen nieuws.
    John de Mol zal vanavond wel 200 k ingekocht hebben, kan íe Versatel mee beOPenTVen.

    Zit wat in
  12. [verwijderd] 22 december 2004 22:33
    quote:

    m1o2n3 schreef:

    Ziet eruit als een voorkennis piekje, of gewoon een rally na de zware correctie van de afgelopen dagen...
    in een dub boekje de laat weg kapen,al dan niet met voorkennis,ik kreeg weer even een erectie.

    bij 10 euro,ga ik als met een viagratje en alles hoger voor eind 2005 betekend eigenlijk

    de kliniek
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