bist du in der lwl-branche tätig?
ich frage aus interesse, weil ich mich in dieser branche engagiere.
gruß,
zit
ich frage aus interesse, weil ich mich in dieser branche engagiere.
gruß,
zit
Top-News
@fiberoptics
Beiträge:
11
Zugriffe: 711 / Heute: 2
Zugriffe: 711 / Heute: 2
bitte ich um Aufklärung:
Was ist IwI?
Die Suchmaschinen liefern immer nur:
"Institut für Wirtschaftsinformatik"
Danke im voraus!
MfG
Was ist IwI?
Die Suchmaschinen liefern immer nur:
"Institut für Wirtschaftsinformatik"
Danke im voraus!
MfG
Bin nicht in dieser Branche tätig, interessiere mich aber sehr für US-Aktien aus diesem Bereich (was mir in letzter Zeit viel Geld gekostet hat).
Bin mir aber sicher, daß diese Branche spätestens 2002 an der Börse ein Comback feiert.
Stichworte: Metro Area Networks, Last Mile Connections ....
Das Wachstumpotential in diesen Bereichen ist nahezu unbegrenzt.
Gruß
Fiber
Bin mir aber sicher, daß diese Branche spätestens 2002 an der Börse ein Comback feiert.
Stichworte: Metro Area Networks, Last Mile Connections ....
Das Wachstumpotential in diesen Bereichen ist nahezu unbegrenzt.
Gruß
Fiber
in aktien dieser branche habe ich bisher noch nicht investiert, es wird jedoch zeit, sich darüber ernsthaft gedanken zu machen. ich werde nach dem sell off auf die marktführer, undzwar ausschließlich auf diese, setzen. die 5 großen glasfaserproduzenten sind schwer am investieren, da sie die große nachfrage nicht annähernd decken können. die branche wird nach konservativen schätzungen in den nächsten 5 jahren um mindestens 40%/a wachsen. ein preisverfall der fasern ist noch lange nicht absehbar. die weltweite vernetzung per lwl steht gerade erst am anfang und wird noch ganz andere dimensionen erreichen. der technische fortschritt auf diesem gebiet wird ungeahnte möglichkeiten der datenübertragung bringen. leider sind die martkführer bei der faserherstellung (z.b. alcatel, corning) auch in anderen branchen tätig.
welches sind deine favoriten für die zukunft?
gruß,
zit
welches sind deine favoriten für die zukunft?
gruß,
zit
neben Ciena,Corning,Digital Lightwave,wohl auch Oplink,die alle am Freitag gefallen sind um etwa 10%.Sie waren davor schon ganz gut gestiegen.Sind aber sehr volatil teilweise wie New Focus,(bei der allerdings Prozesse anstehen wegen Bevorzugung der Konsortialbanken bei der IPO) www.lightreading.com/ ist eine sehr informative Seite dazu .Ich würde hier auch lieber zu Ciena oder Digital Lightwave tendieren,die ich schon länger auf der Watchlist habe.Die oben angeführten sind mir bisher unbekannt.
kennt ihr einen faserhersteller, dessen erträge vornehmlich in diesem geschäftsbereich erzielt werden?
bei entsprechenden bodenbildungstendenzen sollten wir das thema aktualisieren.
gruß,
zit
bei entsprechenden bodenbildungstendenzen sollten wir das thema aktualisieren.
gruß,
zit
Da hier sehr deutlich die Umstze und Gewinne bzw Verluste erkennbar werden,kann man sich selbst einen Reim machen,dass nicht alles so vielversprechend ist
CIENA Corporation CIEN designs, manufactures and sells open architecture, DWDM systems for fiberoptic communications networks, optical networking solutions and access systems. For the 6 months ended 4/30/01, revenues rose from $337.9M to $777.4M. Net income fell 91% to $2.6M. Revenues reflect an increase in the number of optical networking customers. Net income reflects the inclusion of a $45.9M in-process R&D charge.
JDS Uniphase JDSU is a technology company that designs, develops, manufactures and distributes a range of products for the fiberoptic communications market, deployed by systems manufacturers worldwide to develop optical networks. For the 9 months ended 3/31/01, net sales totaled $2.63B, up from $906.4M. Net loss totaled $3.21B, up from $485.9M. Results reflect the acquisitions of E-TEK and SDL, offset by increased amortization and purchased R&D expenses.
Brocade Communications Systems BRCD is a supplier of open Fibre Channel Fabric solutions that provide the intelligent backbone for Storage Area Networks. For the 6 months ended 4/28/01, revenues totaled $280.2M, up from $104.8M. Net income totaled $44.5M, up from $20.6M. Revenues reflect higher demand for the SAN switching products and an increased customer base. Net income also reflects lower component and manufacturing costs.
Oplink Communications OPLK, Inc. designs, manufactures and markets fiber optic components and integrated optical modules that increase the performance of optical networks. For the 9 months ended 3/31/01, revenues totalled $111.6M, up from $20.7M. Net loss totalled $51M, up from $6.7M. Revenues reflect increased shipments of existing wavelength expansion products to existing customers. Higher loss reflects an increase in personnel and related costs.
Optical Communications Products OCPI manufactures and sells a comprehensive line of optoelectronic subsystems and modules for metropolitan area networks and high-speed premises networks unsing fiber optic technology. For the 6 months ended 3/31/01, revenues rose from $40.1M to $89.8M. Net income rose from $9.3M to $22.9M. Results reflect increased sales to existing customers, higher average selling prices, and an increase in interest income.
New Focus , Inc.NUFO designs, manufactures and markets fiber optic products for next-generation optical networks, enabling networking solutions with increased channel counts, higher data rates, longer reach lengths and new services. For the 3 months ended 4/1/01, net revenues totaled $40.8M, up from $9.8M. Net loss totaled $86.3M, up from $12.5M. Results reflect increased sales of telecom products, offset by $88.6M in inventory and other charges.
Digital Lightwave, Inc.DIGL designs, develops, markets and supports diagnostic products for monitoring, maintaining and managing fiberoptic telecommunications networks & transmission equipment. For the 3 months ended 3/31/01, revenues increased 85% to $34.4M. Net income totaled $13M, up from $4.3M. Revenues reflect increased shipments of units due to higher customer demand. Earnings also reflect more efficient production methods.
von freerealtime.com
für näheren Research würd ich zu www.clearstation.com oder www.quicken.com gehen,insbesondere für Charts
CIENA Corporation CIEN designs, manufactures and sells open architecture, DWDM systems for fiberoptic communications networks, optical networking solutions and access systems. For the 6 months ended 4/30/01, revenues rose from $337.9M to $777.4M. Net income fell 91% to $2.6M. Revenues reflect an increase in the number of optical networking customers. Net income reflects the inclusion of a $45.9M in-process R&D charge.
JDS Uniphase JDSU is a technology company that designs, develops, manufactures and distributes a range of products for the fiberoptic communications market, deployed by systems manufacturers worldwide to develop optical networks. For the 9 months ended 3/31/01, net sales totaled $2.63B, up from $906.4M. Net loss totaled $3.21B, up from $485.9M. Results reflect the acquisitions of E-TEK and SDL, offset by increased amortization and purchased R&D expenses.
Brocade Communications Systems BRCD is a supplier of open Fibre Channel Fabric solutions that provide the intelligent backbone for Storage Area Networks. For the 6 months ended 4/28/01, revenues totaled $280.2M, up from $104.8M. Net income totaled $44.5M, up from $20.6M. Revenues reflect higher demand for the SAN switching products and an increased customer base. Net income also reflects lower component and manufacturing costs.
Oplink Communications OPLK, Inc. designs, manufactures and markets fiber optic components and integrated optical modules that increase the performance of optical networks. For the 9 months ended 3/31/01, revenues totalled $111.6M, up from $20.7M. Net loss totalled $51M, up from $6.7M. Revenues reflect increased shipments of existing wavelength expansion products to existing customers. Higher loss reflects an increase in personnel and related costs.
Optical Communications Products OCPI manufactures and sells a comprehensive line of optoelectronic subsystems and modules for metropolitan area networks and high-speed premises networks unsing fiber optic technology. For the 6 months ended 3/31/01, revenues rose from $40.1M to $89.8M. Net income rose from $9.3M to $22.9M. Results reflect increased sales to existing customers, higher average selling prices, and an increase in interest income.
New Focus , Inc.NUFO designs, manufactures and markets fiber optic products for next-generation optical networks, enabling networking solutions with increased channel counts, higher data rates, longer reach lengths and new services. For the 3 months ended 4/1/01, net revenues totaled $40.8M, up from $9.8M. Net loss totaled $86.3M, up from $12.5M. Results reflect increased sales of telecom products, offset by $88.6M in inventory and other charges.
Digital Lightwave, Inc.DIGL designs, develops, markets and supports diagnostic products for monitoring, maintaining and managing fiberoptic telecommunications networks & transmission equipment. For the 3 months ended 3/31/01, revenues increased 85% to $34.4M. Net income totaled $13M, up from $4.3M. Revenues reflect increased shipments of units due to higher customer demand. Earnings also reflect more efficient production methods.
von freerealtime.com
für näheren Research würd ich zu www.clearstation.com oder www.quicken.com gehen,insbesondere für Charts
3 Produktionsstätten werden geschlossen,1000 Leute entlassen,gibt zusätzliche Belastung von 5,1 Milliarden.
JDS Uniphase,Ciena und Juniper folgen dem Abwärtstrend.
Auch Alcatel will 2500 Leute entlassen.Glasfaserbereich wird noch weiter fallen.
JDS Uniphase,Ciena und Juniper folgen dem Abwärtstrend.
Auch Alcatel will 2500 Leute entlassen.Glasfaserbereich wird noch weiter fallen.
AFOP designs, manufactures and markets a broad range of high-performance fiber optic components and integrated modules incorporating these components for communications equipment manufacturers. For the 3 months ended 3/31/01, revenues totaled $7.4M, up from $3.1M. Net loss totaled $2.8M, up from $814K. Revenues reflect higher volume sales and the expansion of OPIS products. Net loss reflects the start-up manufacturing costs and increased R&D personnel
Alliance Fiber Optic Products receives US patents for optical technologies
Jul 04, 2001 (TELECOMWORLDWIRE via COMTEX) -- The US patent office has awarded
three patents to California-based Alliance Fiber Optic Products Inc for its
proprietary dense wavelength division multiplexing (DWDM) and related optical
technologies.
The first patent - number 6,246,812 B1 - covers Alliance's V-groove dual fibre
collimator technology, which incorporates a proprietary tunable collimator
element in the assembly of DWDM filter components to enhance DWDM thin film
filter manufacturing.
The second patent - number 6,205,263 - relates to a depolarisation technique
which reduces the degree of polarisation of narrow line width laser sources in a
variety of applications, while the third - number 6,247,849 - covers a
mechanical device that prevents exposure to high power optical devices. Company's Second Quarter
2001 Teleconference scheduled for 2:00 p.m. PST, Thursday, July 26, 2001.
Alliance Fiber Optic
Products, Inc. (Nasdaq: AFOP), a leading supplier of fiber optic components and
integrated modules for the optical network equipment market, today announced
that it plans to demonstrate its new SODA Router Module at the National Fiber
Optic Engineers Conference which will take place July 8-12, 2001 at the
Baltimore Convention Center, Baltimore, Md. AFOP has been assigned Booth no.
5842.
Alliance Fiber Optic Products receives US patents for optical technologies
Jul 04, 2001 (TELECOMWORLDWIRE via COMTEX) -- The US patent office has awarded
three patents to California-based Alliance Fiber Optic Products Inc for its
proprietary dense wavelength division multiplexing (DWDM) and related optical
technologies.
The first patent - number 6,246,812 B1 - covers Alliance's V-groove dual fibre
collimator technology, which incorporates a proprietary tunable collimator
element in the assembly of DWDM filter components to enhance DWDM thin film
filter manufacturing.
The second patent - number 6,205,263 - relates to a depolarisation technique
which reduces the degree of polarisation of narrow line width laser sources in a
variety of applications, while the third - number 6,247,849 - covers a
mechanical device that prevents exposure to high power optical devices. Company's Second Quarter
2001 Teleconference scheduled for 2:00 p.m. PST, Thursday, July 26, 2001.
Alliance Fiber Optic
Products, Inc. (Nasdaq: AFOP), a leading supplier of fiber optic components and
integrated modules for the optical network equipment market, today announced
that it plans to demonstrate its new SODA Router Module at the National Fiber
Optic Engineers Conference which will take place July 8-12, 2001 at the
Baltimore Convention Center, Baltimore, Md. AFOP has been assigned Booth no.
5842.
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