Also ich bin bei ESST dabei. Die haben gerade ihre Gewinnerwartungen deutlich angehoben und, wenn ich es richtig gesehen habe, drei Analysten-Upgrades bekommen. Anstatt 65 bis 68 Mill Umsatz jetzt 82 Mill( eine Steigerung von ca. 70% gegenüber dem letzten Quartal) und anstatt 6-9Cents/Share Gewinn jetzt 15-19 Cents.
Allerdings hätte ich erwartet, dass die Aktie doch etwas positiver reagiert, aber was nicht ist, kann ja noch werden.
ESS Technology Increases 4th Quarter Guidance
WEDNESDAY, DECEMBER 10, 2003 7:32 AM
- PR Newswire
FREMONT, Calif., Dec 10, 2003 /PRNewswire-FirstCall via Comtex/ -- ESS
Technology (ESST) , a leading supplier of silicon solutions for digital audio,
video and imaging consumer electronics, today provided an update
regarding its fourth quarter guidance. Both revenues and profits are
expected to be higher than the company's earlier guidance due to growth in
all market segments.
ESS Technology expects that fourth quarter revenues will be between $79
and $82 million compared to the company's earlier guidance of $65 to $68
million. This represents an increase of 64% to 70% over the $48.2 million
revenue of the third quarter of 2003.
Net income per diluted share is also expected to increase by approximately
$0.09-$0.10 compared to the company's previous guidance. On a GAAP
basis, the company expects net income of between $0.15 and $0.19 per
diluted share, compared to earlier guidance of $0.06 to $0.09 per diluted
share. Pro forma, or non-GAAP net income is anticipated to be between
$0.19 and $0.23 per diluted share, compared to the Company's previous
guidance of $0.10 to $0.13 per diluted share.
Non-GAAP per-share results exclude the effects of amortization of intangible
assets, investment gains or losses, in-process research and development
expenses, and related tax effects.
Commenting on the quarter's increased guidance, Robert Blair, president
and CEO of ESS Technology said, "ESS Technology is experiencing strong worldwide demand for its digital entertainment
products. This quarter, market share gains of our new integrated Vibratto-II family of DVD products have grown faster than
expected, and this new product family has now become our largest selling DVD product. Also in the DVD market, we are
experiencing strong demand for our new MPEG4/DivX enabled products. And significantly, we have improved the yield and
ramped the manufacturing capacity and shipments of our camera phone image sensors faster than anticipated."
Mr. Blair continued, "ESS acquired Pictos earlier this year as we believed their digital imaging technology was the best in the
market. Today, by combining ESS's strong customer support and manufacturing resources with Pictos's advanced imaging
technology and with our customers' acceptance of our products, ESS is already seeing significant growth in this exciting new
product line. We have increased capacities and yields while reducing costs and cycle times faster than previously expected.
We are extremely excited by the growth opportunities for this new segment of our business."
"Overall, we are seeing growth in all our product segments, including VCD, DVD, DVD recordables, and especially in our new
camera phone and digital still camera products. The growth is coming from the introduction of our new digital video and new
digital imaging products and our market share gains in the growing digital entertainment market. We believe ESS is
well-positioned to continue to grow revenues and profits in the future," Mr. Blair concluded.
ESS Technology will report its fourth quarter 2003 results on Wednesday, February 4, 2004 after the close of market. At that
time, the company will provide guidance for the first quarter of 2004.
About ESS Technology
ESS Technology, Inc., designs and markets high-performance digital video processor and imaging sensor semiconductors
for the consumer digital entertainment, digital photography, camera phones and digital home markets. ESS products include
highly integrated chips for DVD players, DVD recorders, VCD players, digital media players, digital audio systems, digital still
cameras and camcorders, and camera-enabled cellular phones.
Mein persönliches Kursziel 20$...
Aber bitte nicht beschweren, falls es anders kommt, als erwartet :-)
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