chillout. ich moechte bezweifeln, dass snagg weiss, warum grauss immer wieder einige aktien verkauft, solange er nicht in einer leitenden position bei ce arbeitet; und hinzukommend vielleicht noch ein freund des selbigen ist. die "fundamentaldaten", ueber die wir grundsaetzlich an der boerse verfuegen, sind zusammengesetzte bilder aus charttechnik und hintergrundrauschen. also nachrichtenlage. mehr haben wir nicht. du musst dir unbedingt ein eigenes zusammensetzen! ansonsten haengst du von leuten wie mir, oder anderen auskennern ab und das geht ueber kurz oder lang daneben.
der kurs faellt heute wieder ein bisschen; das ist aber kein beinbruch. sieh dir dir daten an und du wirst sehen, dass diese entwicklung von einer gewissen notwendigkeit getrieben wird. es geht auch wieder rauf. die kennzahlen sehen obenhin super aus. daran aendert sich auch in den naechsten 2-3 wochen nichts.
hier weeden nochmal 11% growth fuer die consumer electronics industrie verkuendet:
The Star (MY)
Monday June 20, 2005
Chip makers gear up for strong second half in 2005
BY DAVID TAN IN PENANG
LOCAL semiconductor industry can expect a strong second half in 2005, in view of the latest favourable forecast from semiconductor trade and consumer electronics associations as well as research houses in the United States.
The Semiconductor Industry Association (SIA), for example, has forecast that worldwide sales of computer chips would grow by 6% over 2004, due to stronger sales of personal computers, laptops and mobile phones.
SIA has also projected sales of digital signal processors to grow at an annual compounded rate of 13.1% by 2008.
The Consumer Electronics Association has envisaged spending on consumer electronics to grow 11% this year.
Research firm Gartner Inc has projected mobile phone sales to grow 13% over last year after record shipments of 180.6 million units in the first quarter.
Some semiconductor players in Penang’s Bayan Lepas Industrial Park (popularly referred to as the Silicon Valley of the East), are positioning to tap new opportunities in anticipation of a rising demand for semiconductor products.
AKN Capital Sdn Bhd director B.L. Ooi told StarBiz the reports confirmed what the group had observed several months ago.
“We have noted a rising demand for computing, mobile, wireless and disk storage products and that this trend would continue till the end of the year.
“For AKN Technology Bhd, a company in which AKN Capital holds a 20% stake, we are increasing the capacity of subsidiary PSC Technology (M) Sdn Bhd to do re-engineering work for the disk drive industry,” Ooi said.
He added that PSC’s customers included KOMAG, a thin-film media disk producer, and Western Digital, a hard-disk drive manufacturer.
He said about RM15mil is being invested into AKN Technology’s lead-frame manufacturing subsidiary, AKN Industries Sdn Bhd, to start a cutting-edge etching facility to produce high-quality lead-frames that are used in semiconductor products.
Ooi said MEMS Technology Bhd, in which AKN Capital Sdn Bhd has a 38% stake, was increasing its capacity to produce silicon microphones for the rising demand for mobile phones.
“We have started shipping out silicon microphones to our customers overseas. The feedback shows that out of the US$2bil spending for mobile microphones in 2005, 5% will be for silicon microphones.
“The spending for mobile microphones is expected to reach US$3bil in 2008, and 15% of this spending will be for silicon microphones,” he said.
Eng Teknologi Bhd group executive chairman and chief executive officer Datuk Alfred Teh said that in anticipation of the rising demand for computers, the group had allocated RM15mil for the manufacturing of a new range of base plates for the hard-disk drive industry.
Teh said the group had recently secured large orders for its base plates and actuators.
“We are now carrying out research and development to develop the prototypes, so that we can commence commercial production in the fourth quarter. This additional investment in base plates business should raise the group's output to three million units per month from the current two million.
“We are also expecting the global demand for hard-disk drive to grow between 12% and 15% this year,” Teh said.
He added that the group had recently tapped into the market for mobile hard-disk drives.
“We expect our mobile hard-disk drive products to comprise about 20% of the total disk drive output for 2005. The mobile hard-disk drives are manufactured at our plants in Johor and the Philippines,” he said.
Globetronics Technology Bhd executive chairman Michael Ng said the favourable forecast was unsurprising as new computer and telecommunication products were being introduced for the coming “back to school” and year-end festive seasons.
“We are working on six to seven new potential projects, which would generate revenue only in the next financial year.
“In terms of business strategies, other than to continuously enhance and deepen our product portfolios with our customers, we are on constant lookout to further diversify our revenue base to include new customers operating in the semiconductor assembly and manufacturing arena,” Ng said.
However, LKT Industrial Bhd executive chairman Vincent Loh said the projected 6% increase in worldwide sales of computer chips was slight and would not have an impact on back-end semiconductor equipment manufacturers like his company.
“Normally, chip makers would not invest in back-end semiconductor equipment such as test-equipment handlers and material handlers until they are certain that the industry is experiencing a boom cycle.
“We have to wait for another six months before we can tell whether the back-end semiconductor equipment sector would reap any benefit from the growth,” he said.