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FNSR - Finisar - Deel 2

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  3. [verwijderd] 30 augustus 2006 22:16

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    quote:

    -Anna- schreef:

    koers gaat nu hard naar beneden van jdsu

    kan goed zijn voor fnsr, door csco weten we dat markt aantrekt en fors groeit

    dus als jdsu daar niet van profiteert, dan anderen wel

    MILPITAS, Calif., Aug. 30 /PRNewswire-FirstCall/ -- JDSU (Nasdaq: JDSU - News; TSX: JDU - News) today reported results for its fourth quarter and year ended June 30, 2006.
    ADVERTISEMENT


    GAAP net revenue for the fourth quarter of $318.2 million grew 86% year- over-year, due primarily to 25% growth in the Optical Communications business and the addition of the Communications Test and Measurement segment in August last year. For fiscal year 2006, GAAP net revenue of $1,204.3 million grew 69% from $712.2 million in fiscal 2005.

    Fourth quarter GAAP net loss of $(45.8) million compares to a GAAP net loss of $(145.7) million in the year-ago quarter, and to GAAP net income of $3.7 million in the third quarter. For fiscal year 2006, GAAP net loss of $(151.2) improved from a loss of $(261.3) million reported for fiscal 2005. On a per share basis, GAAP net loss for the fourth quarter narrowed from $(0.10) a year ago, to $(0.03), and compares to approximately breakeven in the third quarter. Fiscal 2006 GAAP net loss per share of $(0.09) compares to a GAAP net loss per share of $(0.18) in fiscal 2005.

    JDSU delivered its third consecutive quarter of positive non-GAAP earnings before interest, taxes, depreciation and amortization, or EBITDA. For the fourth quarter, non-GAAP EBITDA of $5.5 million compares to a loss of $(19.0) million in the year-ago quarter, and to earnings of $7.9 million in the prior quarter. For fiscal 2006, non-GAAP EBITDA of $17.2 million compares to fiscal 2005's loss of $(70.5) million.

    On a non-GAAP basis, net loss of $(2.1) million compares to a net loss of $(20.5) million in the year-ago quarter, and to a net loss of $(2.8) million in the prior quarter. For fiscal year 2006, non-GAAP net loss of $(23.8) million improved from the net loss of $(86.9) million reported for fiscal 2005. On a per share basis, fourth quarter non-GAAP net income of $(0.00) improved from a net loss of $(0.01) per share a year ago, and compares to a non-GAAP net loss of $(0.00) in the prior quarter. For fiscal 2006, non-GAAP net loss per share of $(0.01) improved from fiscal 2005's non-GAAP net loss per share of $(0.06).

    "Year-over-year revenue growth and improved profitability metrics
    highlight JDSU's advancement towards a profitable and sustainable
    business model," said Kevin Kennedy, JDSU's Chief Executive Officer. "We
    remain committed to further execution of our improvement programs
    throughout fiscal 2007, while at the same time continuing our investment
    and innovation in the broadband and optics markets."

    Financial Overview - Fiscal 2006 Fourth Quarter Ended June 30, 2006

    * On a non-GAAP basis, revenue for the fourth quarter, which includes
    $0.4 million of revenue associated with acquisition accounting, was
    $318.6 million.
    * Optical Communications net revenue grew 4% from the previous
    quarter, and 25% from the same quarter a year ago. Net revenue of
    $133.0 million represented 42% of total non-GAAP net revenue.
    * Communications Test and Measurement revenue of $126.3 million was
    slightly down from last quarter, and represented 39% of total non-
    GAAP net revenue. This included a partial quarter contribution
    amounting to approximately 1% of segment revenue associated with the
    acquisition of Test-Um which closed in May.
    * Net revenue from our newly consolidated Advanced Optical
    Technologies segment was $36.7 million, or 12% of total non-GAAP net
    revenue. Reflecting the series of product phase outs in the
    segment, revenue was down 10% from the previous quarter, and down
    24% from the same quarter a year ago.
    * Reported under the heading of 'All Other', our Commercial Lasers
    business reported revenue of $22.6 million, up 10% from the previous
    quarter, and up 38% from the year-ago quarter. This business
    represented 7% of total non-GAAP net revenue.
    * Americas' customers represented 61% of total non-GAAP net revenue.
    European and Asia-Pacific customers represented 22% and 17% of total
    non-GAAP net revenue, respectively.
    * GAAP gross margin was 30% of net revenue, and non-GAAP gross margin
    was 34% of net revenue.
    * GAAP operating expenses were $160.3 million, or 50% of GAAP net
    revenue. Non-GAAP operating expenses were $118.8 million, or 37% of
    non-GAAP net revenue.
    * The Company held $1,238.6 million in cash, cash equivalents, short-
    term investments and restricted cash at the end of the fourth
    quarter. During the fourth quarter, cash, cash equivalents, short-
    term investments and restricted cash increased by $391.3 million,
    which includes proceeds of $415.9 million from our recent
    convertible note offering.

    Business Outlook
    For the first quarter of fiscal 2007, ending September 30, 2006, the Company expects revenue of $312 to $328 million.

    Conference Call

  4. [verwijderd] 30 augustus 2006 22:53

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    Poe, ik hoop dat de cijfers Ciena morgen meevallen...

    En uiteraard de cijfers Fini op 5 september..

    Anders kunnen we nog wel eens hard gaan vallen!

    nabeurs 3,83
  5. [verwijderd] 31 augustus 2006 13:38

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    Ciena Plans Reverse Split

    By TSC Staff
    8/31/2006 7:29 AM EDT

    Ciena (CIEN - commentary - Cramer's Take) beat third-quarter estimates and guided to sequential sales growth for its fourth quarter.


    The Linthicum, Md., networking gear maker also set a 1-for-7 reverse split in a bid to pull its low-single-digit stock price out of the doldrums and named former 3Com (COMS - commentary - Cramer's Take) chief Bruce Claflin to its board.
    For the quarter ended July 31, Ciena lost $4.3 million, or a penny a share, compared with a year-ago loss of $51 million, or 9 cents a share. Revenue surged to $152.5 million from $110.5 million a year earlier.

    Excluding certain costs, Ciena swung to a 2-cent-a-share profit from a 4-cent loss a year ago.

    Analysts surveyed by Thomson Financial were looking for a penny-a-share adjusted profit on sales of $143 million.

    Gross margin fell a point to 47%, though Ciena claimed "ongoing product- and manufacturing-related cost reductions and favorable product mix in the quarter."

    "Strong sequential revenue growth in our fiscal third quarter, combined with significant progress toward a normalized operating model, attests to continued success in the execution of our strategy," said CEO Gary Smith. "Our ability to deliver 10 straight quarters of revenue growth is evidence that our network specialist position is resonating with customers, as service providers and enterprises alike look to evolve network infrastructures to make ready for a new wave of Ethernet and IP-based services and end-user applications."

    The company said it expects fourth-quarter revenue to rise as much as 5% from third-quarter levels, putting the top line at around $160 million. Analysts were looking for $156 million.

  13. [verwijderd] 31 augustus 2006 16:03

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    Tja, het wordt echt afwachten wat FNSR gaat doen met zijn cijfers....

    Concurrent Avanex (AVNX) komt ook met cijfers. Zij hadden al aangegeven dat hun winst boven verwachting zou uitkomen..

    AVNX en FNSR moeten het dan maar weer goedmaken!
  16. [verwijderd] 31 augustus 2006 16:58

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    Ja, het is gewoon balen dat JDSU zo tegenvalt!

    CIEN valt niet tegen, maar daalt op het bericht dat er een reverse split aankomt...
    Waarom ze dan zo hard moeten dalen is mij niet helemaal duidelijk!

    Voorbeurs stonden ze nog op $ 4,50 en nu op $ 3,99..
    Wonderlijk gaat het af en toe in de VS. Het zijn echt kuddedieren op die beurs daar...

    Ik hoop dat Fini nog wel herstelt voor dinsdag!
  17. [verwijderd] 31 augustus 2006 17:07

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    quote:

    Toepie1969 schreef:

    Ja, het is gewoon balen dat JDSU zo tegenvalt!

    CIEN valt niet tegen, maar daalt op het bericht dat er een reverse split aankomt...
    Waarom ze dan zo hard moeten dalen is mij niet helemaal duidelijk!

    Voorbeurs stonden ze nog op $ 4,50 en nu op $ 3,99..
    Wonderlijk gaat het af en toe in de VS. Het zijn echt kuddedieren op die beurs daar...

    Ik hoop dat Fini nog wel herstelt voor dinsdag!
    ik verwacht echt goede cijfers dinsdag
    jdsu had bij analysten vraaggesprek nog steeds productie problemen
  19. [verwijderd] 31 augustus 2006 20:57

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    goede samenvatting, ik heb ze nog allemaal

    _________________________

    Re: fnsr (1 Rating) 47 minutes ago To answer your question about the relative value of BKHM and FNSR, one of the reasons the PPS is close is that BKHM has no long-term debt, while FNSR has about $230M in long-term debt. As a result, BKHM has net tangible assets of about $2.00 per share, while FNSR has net tangible assets of about $0.11 per share. In other words, if both companies closed their doors and sold off their assets, in theory BKHM shareholders would receive about $2.00 in cash, while FNSR shareholders would only receive $0.11 since the debt has to be paid back first.

    Apart from the value of assets, a stock's price is based in theory on an estimate of the present value of future earnings. Right now, BKHM says that they have a plan to reach profitability at some unspecified time in the future. Apparently, the market is willing to give them the benefit of the doubt based on the sheer volume of their sales, and the present value of potential future earnings is being marked at about $1.25 per share.

    In contrast, FNSR is already profitable, and is growing. The market currently is valuing FNSR's present value of future earnings at about $3.65 per share, after you subtract the hard value of tangible assets. Considering the fact that analysts estimate FNSR's earnings this year at $0.15 EPS and next year at $0.22, it appears to be a P/E ratio of 24 for this year and 16 for next year. Some might say that's fair value for a stock, while others feel it's somewhat undervalued. The PPS has been brought low this summer due to cumulative shorting of about 25M shares, despite the fact that institutions picked up an additional 20M shares last quarter.

    However, there are a number of issues that may change FNSR's financial picture in the near future. First of all, the EPS estimates are based on the assumption that the convertible debt will be converted into equity, which will dilute the stock by about 20%. However, that assumption also means that the net tangible assets of FNSR will increase to about $0.72 per share. Using this assumption, the P/E ratio after subtracting net tangible assets becomes 20 for this year and 13.6 for next year.

    Second of all, FNSR recently won a patent-infringement lawsuit against DirecTV. Damages were about $120M including back interest, plus estimated annual royalty payments of about $0.07 per share. If the judgment is upheld on appeal, suddenly net tangible assets increase to $1.05 per share, and EPS goes up to $0.20 this year (not including the one-time gain from the damages portion of the lawsuit) and $0.29 for next year. That gives a P/E ratio after subtracting net tangible assets of 13 for this year and 9 for next year. Suddenly FNSR is looking pretty cheap at current prices. It is not uncommon to see growing tech stocks valued at a P/E of 25 or more, which is why some here think FNSR could easily triple from its current value in the next year.

    Today's action is based on the fact that a short squeeze had led FNSR's stock price to increase by over 50% from the beginning of the month to yesterday. It was time for a breather while some people took their profits. But make no mistake--FNSR is going up. All indications are that current estimates are very conservative, so don't be surprised if FNSR exceeds $0.20 EPS this year and $0.29 next year.

    RFR!!!

  21. dimmer 31 augustus 2006 23:21

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    inderdaad, altijd mooie stukjes van ken_m_john.

    zeer benieuwd naar dinsdag, hoop wel dat alles in lijn is met de verwachting. in dat geval kan het wel eens een leuk najaar worden.

    vandaag nog wat teruggekocht, kreeg behoorlijke korting vandaag...

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