Tellabs Inc. (tlab)

+9% chiude a 4,4 con volumi doppi rispetto alla media. Direi non male
 
chiude il gap intraday a questi livelli
 
quota 4,16 ma ha fatto uno spike a 4,58
 
vediamo se prosegue il rimbalzo in area ,20
 
entra nel nasdaq 50

The following twelve securities will be added to the Index: Career Education Corporation (NasdaqGS:CECO - News), Cree, Inc. (NasdaqGS:CREE - News), Itron Inc. (NasdaqGS:ITRI - News), LKQ Corporation (NasdaqGS:LKQX - News), Level 3 Communications, Inc. (NasdaqGS:LVLT - News), Mylan Inc. (NasdaqGS:MYL - News), Netflix, Inc. (NasdaqGS:NFLX - News), ONYX Pharmaceuticals, Inc. (NasdaqGS:ONXX - News), Open Text Corporation (NasdaqGS:OTEX - News), Sepracor Inc. (NasdaqGS:SEPR - News), Thoratec Corporation (NasdaqGS:THOR - News) and Tellabs, Inc. (NasdaqGS:TLAB - News
 
i telefonici usa pronti ad aumentare gli investimenti in infrastrutture telefoniche- tlab, ericsson alu potrebbero salire ulteriormente
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Telecom Report

Aug 25, 2009, 10:11 a.m. EST

Network suppliers eye sales recovery
Analysis: Phone companies are expected to increase spending
By Jeffry Bartash, MarketWatch
WASHINGTON (MarketWatch) - Companies that supply big phone companies with network equipment suffered in the first half of 2009, but sales are almost certain to accelerate over the next few months.

Entering the year, big phone carriers such as AT&T Inc. and Verizon Communications Inc. scaled back spending amid the sharpest U.S. recession in decades. Yet they and other carriers are prepared to boost spending in the second half of 2009, especially if the economic crisis that battered the economy late last year continues to fade.

100%50%0%-50%-100%09FMAMJJADallas-based AT&T , for example, plans to direct as much as $18 billion toward capital spending in 2009, but the company only spent $7.4 billion in the first two quarters. That means AT&T could spend almost $11 billion in the second half of the year. A similar pattern has taken place at New York-based Verizon .

Or take Qwest Communications International Inc . The Denver-based carrier plans to spend about $1 billion of its projected 2009 capital outlays of $1.7 billion in the third and fourth quarters.

Kurt Fawkes, Qwest's senior vice president of investor relations, told investors at an Oppenheimer conference in mid-August that capital expenditures "were somewhat light" in the first two quarters.

"We'll step that up in the second half of the year," Fawkes said.

If those plans remain on track and the U.S. economy avoids a relapse, equipment makers such as Ericsson, Alcatel-Lucent, Tellabs Inc. and Ciena Corp. should soon see rising sales - and perhaps even rising stock prices.

Already, shares in those companies have recovered sharply from 2009 lows and all have turned positive for the year. Since the first of the year, Ciena has gained 95%, Alcatel-Lucent has gained 59%, Tellabs is up 56% and Ericsson has risen 22%.

"Based on our conversations, there is a trend toward more capex toward the end of the year, particularly here in North America," Tellabs CEO Robert Pullen said at a recent investors conference. His company reported its highest orders in more than a year during the second quarter.

Industry trends
Although phone companies would like to minimize network expenditures, they still face intense competitive pressure to maintain relatively high levels of spending.

The biggest competition is occurring in the wireless market, where carriers are swiftly moving to deploy next-generation technology that would offer the fastest mobile-Internet speeds ever. They also continue to spend on wireline Internet and, in AT&T and Verizon's case, fiber-based TV service.

Pullen of Tellabs noted the industry is moving into another major growth phase centered on broadband mobile Internet. Customers increasingly want to use their wireless phones and other mobile devices to listen to music, watch video and perform other tasks at speeds similar to their home Internet connections.

Richard Lindner, AT&T's chief financial officer, has repeatedly pointed out the economy will recover and that smart companies have to prepare for future growth now.

"Our objective is not just to manage during this downturn, but to prepare the business for the opportunities beyond," Lindner said after second-quarter results were issued.

That's not to suggest phone companies will suddenly become more aggressive. The long-term trend since the end of an Internet-fueled bubble in 2001 has been a decline in capital spending as a percentage of the phone industry's overall revenue. That's why many vendors have either sold out to larger rivals or succumbed to the competition.

The latest victim: storied Canadian networker Nortel Networks Corp., which filed for bankruptcy earlier this year. The company is selling most of its major assets to buyers that include Ericsson.

"You could expect every quarter to be a little better than the previous one," Alcatel-Lucent CEO Ben Verwaayen told investors recently, "but don't go overboard about revenue growth."

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.
 
qualcuno la segue ultimamente?

dopo un'ottima trimestrale con un buon outlook è salita fino alla soglia dei 9.5 poi improvvisamente da qualche giorno crolla stabilmente e con grossi volumi senza che vi siano news di rilievo, almeno mi pare.
 
oggi trimestrale scoppiettante, attesi 12cents fatti 16.
 

Allegati

  • tellab.pdf
    107,7 KB · Visite: 72
è ai minimi annuali. Da seguire
 
a fondamentali mi sembra ottima, conoscete bene i suoi prodotti?
 
dentro da 4,68

TLABc0dl1407.png
 
è molto a buon mercato. Gli indicatori economici sono negativi, ma la crescente diffusione di sistemi di comunicazione complessa richiederà un potenziamento rilevante delle infrastrutture di trasmissione in tempi brevi.
ecco i fondamentali
Balance Sheet
Total Cash (mrq): 799.50M
Total Cash Per Share (mrq): 2.25
Total Debt (mrq): 195.10M
Total Debt/Equity (mrq): 17.72
Current Ratio (mrq): 2.53
Book Value Per Share (mrq): 3.00
attualmente il cash per azione è superiore alla sua quotazione, così come il valore di libro
 
è molto a buon mercato. Gli indicatori economici sono negativi, ma la crescente diffusione di sistemi di comunicazione complessa richiederà un potenziamento rilevante delle infrastrutture di trasmissione in tempi brevi.
ecco i fondamentali
Balance Sheet
Total Cash (mrq): 799.50M
Total Cash Per Share (mrq): 2.25
Total Debt (mrq): 195.10M
Total Debt/Equity (mrq): 17.72
Current Ratio (mrq): 2.53
Book Value Per Share (mrq): 3.00
attualmente il cash per azione è superiore alla sua quotazione, così come il valore di libro



è in ipercomprato di breve, se domani ripiega in zona 2,07-2,05 sarebbe un long, con stop loss "tassativo" sotto i 2,00 $.
 
Indietro