CREE / Veeco / VISHAY

85 Mio. US$

http://www.snl.com/irweblinkx/file.aspx?IID=4165163&FID=12470474

http://www.finanzen.net/nachricht/...rter-of-Fiscal-Year-2012-1573740

 

http://investor.cree.com/releasedetail.cfm?ReleaseID=640256

52 Week High: $57.67
52 Week Low: $20.35
Book Value: $18.99
Float Short: 23.62%

On average, 7 analysts are expecting a drop of $-0.65 in earnings per share compared to last quarter's results of $1.33. Wall Street is expecting $0.68 per share, based on earnings estimates.

2011 may have been tough on investors of Veeco, but 2011 was so yesterday. With such a strong rise with the overall market in general in 2012 so far, a strong base has been put in. Earnings tend to be more or less a crap shoot, with some large beats and misses. With the 60 and 90 day moving averages bottoming out, you may want to hang on longer if your currently underwater (like many 2011 investors likely are).

The stock has moved higher in price 16.59% in the last month, with a one year change of -43.92%.
The stock is performing extremely well when compared to the general stock market up to this point. When comparing to the S&P 500, the year up to date positive change is 11.67%.

For the same fiscal period year-over-year, revenue has improved to $933.23 million for 2010 vs. $282.41 million for 2009. The bottom line has rising earnings year-over-year of $361.76 million for 2010 vs. $-15.57 million for 2009.The company's earnings before interest and taxes are rising, with an EBIT year-over-year of $277.58 million for 2010 vs. $-4.73 million for 2009. Rising revenue along with rising earnings is a very good sign, and what we want to see with our companies. Be sure to check the margins in the earnings release to make sure that the bottom line is keeping up with the top line.

Quelle: http://seekingalpha.com/article/...-report-results-monday?source=feed  

http://phx.corporate-ir.net/...sArticle&ID=1657129&highlight=

Veeco Reports Fourth Quarter and Full Year 2011 Financial Results

PLAINVIEW, N.Y.--(BUSINESS WIRE)--Feb. 6, 2012-- Veeco Instruments Inc. (Nasdaq: VECO) announced its financial results for the fourth quarter and year ended December 31, 2011. Veeco reports its results on a U.S. generally accepted accounting principles (“GAAP”) basis, and also provides results excluding certain items. Please refer to the attached table for details of the reconciliation between GAAP operating results and Non-GAAP operating results. All results presented herein are for Veeco’s “Continuing Operations” which excludes the Metrology business sold to Bruker Corporation on October 7, 2010 and reflects the discontinuation of Veeco’s CIGS Solar Systems business in the third quarter of 2011.

GAAP Results ($M except EPS)

  Q4 ‘11   Q4 ‘10
Revenues $191.7 $ 299.8
Net income $23.6 $ 103.4
EPS (diluted) $0.61 $ 2.46


Non-GAAP Results ($M except EPS)

  Q4 ‘11   Q4 ‘10
Net income $28.1 $73.5
EPS (diluted) $0.72 $1.75

Fourth Quarter 2011 Results in Line with Guidance

John R. Peeler, Veeco’s Chief Executive Officer, commented, “Veeco’s fourth quarter performance was within our guidance range with revenue of $192 million and non-GAAP earnings per share of $0.72. Business conditions in LED remained weak, as expected, with some customer-driven rescheduling of tool shipments. Fourth quarter LED & Solar revenues were $160 million, including $150 million in MOCVD. Data Storage revenues were $32 million.”

“We are proud of our 2011 performance as we continued to execute in a challenging overall business environment, achieving a record $979 million in revenue, 48% gross margin and non-GAAP earnings per share of $5.01,” continued Mr. Peeler. “Some of our key accomplishments for the year included the launch of the industry’s first multi-chamber MOCVD system which contributed to dramatic market share gains, close connectivity to our hard drive customers as we support them in the aftermath of the Thailand flood, and significant expansion of our Asian customer support infrastructure. We were able to respond quickly to customers’ changing business plans and remained nimble through both the up and down cycles of our business.”

Veeco’s fourth quarter 2011 bookings totaled $143 million, up 8% sequentially. LED business conditions deteriorated during the quarter, with LED and Solar bookings declining 40% sequentially to $67 million ($59 million in MOCVD). Data Storage bookings were a record $76 million, a 258% sequential increase, with Veeco equipment being ordered by key hard drive customers to rebuild or expand manufacturing capacity. The Company’s Q4 2011 book-to-bill ratio was .75 to 1 and quarter-end backlog was $333 million.

First Quarter 2012 Guidance & Outlook

Veeco’s first quarter 2012 revenue is currently forecasted to be between $115 million and $140 million. Earnings per share are currently forecasted to be between $0.04 to $0.25 on a GAAP basis, and $0.13 to $0.34 on a non-GAAP basis. Please refer to the attached financial table for more details.

Mr. Peeler commented, “We don’t see signs of near-term improvement in the LED environment and the current overcapacity situation could mean that MOCVD orders remain at these depressed levels for multiple quarters. In Data Storage, while overall market conditions are healthy, the continued consolidation of our customer base will likely mean that order patterns will fluctuate from quarter to quarter.”

“While consumer electronics has been the dominant end market for LED technology over the past decade, and for which most MOCVD capacity was installed, these applications are expected to reach saturation in the next few years,” added Mr. Peeler. “Conversely, the LED general lighting market is in its infancy. We believe that after a transition year in 2012, demand for MOCVD tools will reaccelerate, driving demand for thousands of additional next-generation reactors to make lower-cost, higher efficiency, brighter LEDs for lighting applications. While estimates vary, LEDs are expected to represent more than 25% of the global lighting market by 2015 and the majority of the market by 2020, a dramatic increase from today’s penetration of less than 5%.”

Mr. Peeler concluded, “We remain focused on driving next-generation product development to secure our MOCVD technology leadership position for the lighting wave. With nearly $500 million in cash at the end of 2011, virtually no debt and leading market share in all our core technologies, we can invest through this downturn and emerge even stronger when the market returns. We currently forecast 2012 revenue in the range of $500-$600 million. We believe that, with the work that has been done over the past three years to outsource our manufacturing and utilize variable costs where possible, we will maintain a reasonable level of profitability and generate cash through this temporary pause in the LED market.”

Conference Call Information

A conference call reviewing these results has been scheduled for 5:00pm ET today at 1-877-857-6176 (toll free) or 1-719-325-4907 and use passcode 2749163. The call will also be webcast live on the Veeco website at www.veeco.com. A replay of the call will be available beginning at 8:00pm ET tonight through 8:00pm ET on February 20, 2012 at 888-203-1112 or 719-457-0820, using passcode 2749163, and on the Veeco website. Please follow along with our slide presentation also posted on the website.  

http://www.snl.com/irweblinkx/file.aspx?IID=4165163&FID=12617149

Vishay Reports Results for Fourth Quarter and Year 2011

Company Release - 02/07/2012 07:30

   Revenues for Q4 2011 $551 million and for year 2011 $2,594 million
   EPS Q4 2011 of $0.19, or $0.15 excluding one-time tax benefits
   EPS for the year 2011 of $1.42, or adjusted EPS of $1.46
   Cash from operations for the year 2011 of $376 million and capital expenditures of $169 million
   Acquired HiRel Systems, a custom magnetics business, for approximately $85 million on January 13, 2012
   Book-to-bill above 1 for January 2012

MALVERN, Pa.--(BUSINESS WIRE)-- Vishay Intertechnology, Inc. (NYSE: VSH), one of the world’s largest manufacturers of discrete semiconductors and passive components, today announced its results for the year and fiscal quarter ended December 31, 2011.

Revenues for the year ended December 31, 2011 were $2,594.0 million, compared to $2,725.1 million for the year ended December 31, 2010. The net earnings attributable to Vishay stockholders for the year ended December 31, 2011 were $238.8 million, or $1.42 per diluted share, compared to $359.1 million, or $1.89 per diluted share for the year ended December 31, 2010.

Revenues for the fiscal quarter ended December 31, 2011 were $551.4 million, compared to $688.6 million for the fiscal quarter ended December 31, 2010. The net earnings attributable to Vishay stockholders for the fiscal quarter ended December 31, 2011 were $31.0 million, or $0.19 per diluted share, compared to $147.2 million, or $0.81 per diluted share for the fiscal quarter ended December 31, 2010.

Net earnings attributable to Vishay stockholders for the fiscal quarter ended December 31, 2011 includes $6.5 million of one-time tax benefits primarily related to the release of deferred tax valuation allowances in various jurisdictions. Net earnings attributable to Vishay stockholders for 2011 periods and prior year periods include various items affecting comparability, as listed on the attached reconciliation schedule. Adjusted net earnings per diluted share, which excludes these items, was $0.15 and $1.46, respectively, for the fiscal quarter and year ended December 31, 2011, compared to $0.48 and $1.58, respectively, for the fiscal quarter and year ended December 31, 2010.

Commenting on the results for the fourth quarter 2011, Dr. Gerald Paul, President and Chief Executive Officer, stated, “The fourth quarter was marked by the expected inventory reduction at distribution. The inventories of our components at distributors have been reduced by 4% in the quarter, even though the sales of our distributors to their end customers had dropped by 15% compared to the previous quarter. We expect the inventory reduction at distribution to continue during the current quarter. Due to the prompt adaptation of our manufacturing capacities, we reduced internal inventories by 10% quarter over quarter.”

Dr. Paul continued, “Our orders seem to have bottomed out and our book-to-bill is above 1 for January 2012. We anticipate a substantial recovery once the inventory correction in the supply chain is complete.”

Commenting on the results for the year 2011, Dr. Gerald Paul, stated, “2011 was, for Vishay, a year of many challenges mastered. For the Company as well as me personally, the year was overshadowed by the loss of our Founder and Executive Chairman, Dr. Felix Zandman. Both Marc Zandman, our Executive Chairman, and I are committed to carry on Dr. Zandman’s vision. In 2011, we also proved our doubled earnings potential after restructuring in 2008-09. We demonstrated again our fast reaction to a weakening demand with tight management of capacities, inventories, efficiencies and fixed costs. In 2011 we re-emphasized our commitment to increase stockholder value through increasing EPS as outlined in our growth plan.”

Commenting on the recent acquisition of HiRel Systems LLC, a leading supplier of high reliability transformers, inductors, coils, and power conversion products, Marc Zandman, Vishay’s Executive Chairman and Chief Business Development Officer, stated, “The HiRel Systems acquisition will further enhance our inductors portfolio, particularly in the field of custom magnetics. This acquisition fits well into our announced growth plan of intensified internal growth supplemented by niche acquisitions. We will continue on this route.”

Commenting on the outlook for the first quarter 2012 Dr. Paul stated, “Based on current order trends, we anticipate similar revenues as in quarter four 2011 at a slightly improved gross margin.”

On July 6, 2010, Vishay Intertechnology successfully completed the spin-off of Vishay Precision Group, Inc. (“VPG”) to its stockholders as an independent, publicly-traded company. Until July 6, 2010, VPG was part of Vishay Intertechnology and its results of operations and cash flows are included in the amounts reported in the consolidated financial statements through the date of the spin-off, including the year ended December 31, 2010, presented on the accompanying tables. Net earnings of VPG, included in the results of Vishay Intertechnology, were $5.8 million for the year ended December 31, 2010.

A conference call to discuss fourth quarter and year ending financial results is scheduled for Tuesday, February 7, 2012 at 9:00 AM ET. The dial-in number for the conference call is 877-589-6174 (+1 706-643-1406 if calling from outside the United States or Canada) and the conference ID is 41144161.

There will be a replay of the conference call from 10:30 AM ET on Tuesday, February 7, 2012 through 11:59 PM ET on Sunday, February 12, 2012. The telephone number for the replay is 800-585-8367 (+1 855-859-2056 or 404-537-3406 if calling from outside the United States or Canada) and the access code is 41144161.

There will also be a live audio webcast of the conference call. This can be accessed directly from the Investor Relations section of the Vishay website at http://ir.vishay.com.  

http://www.finanzen.net/nachricht/...n-with-Cree-LED-Lighting-1650766

 

http://www.snl.com/irweblinkx/file.aspx?IID=4165163&FID=12753217

Unser Dank gilt Dr. Felix Zandman im ehrenden Angedenken

http://phx.corporate-ir.net/...sArticle&ID=1665745&highlight=

PLAINVIEW, N.Y.--(BUSINESS WIRE)--Feb. 27, 2012-- Veeco Instruments Inc. (Nasdaq: VECO) announced that Keith Jackson has been appointed to its Board of Directors.

Mr. Jackson, age 56, currently serves as President, Chief Executive Officer (CEO) and Director of ON Semiconductor (Nasdaq: ONNN), a global supplier of high performance silicon solutions for energy-efficient electronics. ON Semiconductor recently reported annual revenues of approximately $3.4 billion, and has 20,000 worldwide employees.

John R. Peeler, Veeco's Chief Executive Officer, commented, "Keith brings a strong technology background to Veeco’s Board that includes more than 30 years in the semiconductor industry. His leadership experience and dedication to the markets he serves make Keith an ideal board member. We welcome Keith and believe he will quickly become a valued advisor and partner in Veeco's future growth."

Mr. Jackson joined ON Semiconductor in 2002. During his tenure, the Company has successfully completed nine corporate acquisitions and increased revenue by more than $2 billion annually. Before joining ON Semiconductor, Mr. Jackson served as Executive Vice President and General Manager, Analog, Mixed Signal and Configurable Products Groups at Fairchild Semiconductor Corporation, a company that delivers energy-efficient semiconductor solutions for power and mobile designs. From 1996-1998, he served as President and was a member of the board of directors of TriTech Microelectronics Ltd. in Singapore, a manufacturer of analog and mixed signal products. Mr. Jackson has served on the board of directors of the Semiconductor Industry Association since 2008. He received his B.S. degree in Electrical Engineering and his M.S. in Electrical Engineering from Southern Methodist University.  

http://services.corporate-ir.net/SEC.Enhanced/...1487&fid=8081036

was ist da los weis jemand was ?????

 

http://www.finanzen.net/nachricht/...ightest-LMH2-LED-Modules-1774274

 

Respekt und kluger Schachzug sich zu den momentan günstigen Konditionen die Kreditlinie aufzuputschen und fest zu surren.
Dann noch der Hinweis auf die gestiegene Flexibilität in den Wachstumsplänen vom CFO und schon könnte weitere Phantasie entstehen - da kommt noch was ...


http://www.snl.com/irweblinkx/file.aspx?IID=4165163&FID=13069705

mit sehr innovativen Produkten - die neue Aeroblade-Leuchte  



http://www.cree.com/press/press_detail.asp?i=1317907138202

nach Börsenschluß



http://phx.corporate-ir.net/...sArticle&ID=1680259&highlight=

http://www.snl.com/Cache/c13082463.html

http://www.finanzen.net/nachricht/...-XLamp-High-Voltage-LEDs-1783713

 

öffnet

http://www.snl.com/irweblinkx/file.aspx?IID=4165163&FID=13096018

...Veeco geht es finanziell nicht gut und wenn die Pleite sind dann gehen wie immer die Aktionäre leer aus...so ist das doch im Land der unbegrenzten Möglichkeiten....
Es werden neue Aktien verkauft...sonst bleibt alles beim alten....die Amerikaner, Obama und Co wissen wie sie an Geld kommen!!!

Hier macht investieren doch spaß ;o)  

http://www.cree.com/press/press_detail.asp?i=1317907138205

Q3 - Zahlen kommen am 17.04.2012

http://www.businesswire.com/news/home/20120417006803/en

Strassenbeleuchtung im Vormarsch und XSP und XLamp  

http://phx.corporate-ir.net/...sArticle&ID=1687359&highlight=