USA IPOs - Empfehlung

Melde mich heute direkt aus einer Konferenz in Düsseldorf.
Schöne Infrastruktur hier: Wireless LAN am Laptop und von hier
über das Unternehmensnetwork via VPN in den Rechner in meinem
Büro. Klingt kompliziert - und ist es auch, leider.

In USA ist das IPO-Fieber ausgebrochen. Nachdem die ersten beiden Januarwochen nichts los war, werden allein in dieser Woche 17 IPOs stattfinden. Insgesamt 33 im Janauar! Kapitalsumme: 4,4 Mrd. US$ !!
Das ist mehr als das Doppelte des Rekords im Jan. 94.
Man darf sehr gespannt auf die Reaktion des NASDAQ angesichts dieser gigantischen Summen sein, die hier prinzipiell zumindest teilweise abfliessen werden.

Zweites Fieber: DSL-Fieber grassiert in USA.
Massive Empfehlung zu Zeichnung bzw. Kauf des folgenden Werts:
TSTN - Turnstone Systems Umfang: 3 Mio. IPO-Range: 15-17$ Erster Handel: 28.1. IPO-Lead: GoSa

Viel Erfolg!

Gruss,
Schtonk

But many of those business owners couldn't sign up with NorthPoint now. Failing to achieve speedy rollouts, DSL providers have dropped behind cable companies in the race for broadband customers. Why? Aside from the fact that each metropolitan center requires some 40 switching centers that cost roughly $125,000 apiece, both the land to build on and qualified installation personnel have been more scarce than expected. So early investors will need patience. To wit: the stock fell nearly 50 percent off its June highs of $48.75 after lower-than-expected subscriber growth in the company's second quarter forced analysts to lower forecasts of subscriber additions for the year.

But patience should pay off. Analysts believe NorthPoint will be the first of the top three pure-play DSL companies (the others are Rhythms NetConnections (NYSE: RTHM) and Covad (Nasdaq: COVD) to realize its market potential. NorthPoint leads in installations, serving 25 U.S. markets by July, compared to Rhythm's 17 and Covad's 16. What's more, NorthPoint claims that partnerships with 170 Internet service providers give it the largest footprint of any DSL provider. "The opportunities for NorthPoint are awesome," says Goldman Sachs (NYSE: GS) analyst Ken Hoexter.

Opportunities sweetened by a possible buyout: a partnership with AT&T (NYSE: T) is in the works, and acquisition is in the air. When asked, Mr. Malaga was mum on the issue, and Mr. Hoexter said, "I won't go there." (Not surprising from a NorthPoint investment banker and an underwriter of its IPO.) But John Doughty, communications analyst with Credit Suisse First Boston, isn't so reticent: "It wouldn't surprise me to see all three DSL companies get acquired down the road." Short of that, his target price of $60 is more than double today's levels.


heut wird amd nochmal ordentlich zulegen können. so long
el duderino