Das erste Bildschirmhandy der Welt !! - 500 Beiträge pro Seite

[konradi]

Am 31. März werden die neuen Geschäftszahlen veröffentlicht. Es wird mit einem Umsatz von fast 8 MRD Yen gerechnet (7,7 MRD EURO)
Die Aktie ist nach einem Höhenflug Mitte Dezember stark gefallen. Jetzt lohnt sich ein Einstieg bei einem moderaten KGV von 56

Firmenportrait: http://www.kyocera.co.jp/frame/finance/index-e.cgi

mfg konradi

[konradi]

Die Experten von „der aktionärsbrief“ empfehlen die
Kyocera-Aktie (WKN 860614) zum Kauf.
Vielen sei das Technologie-Unternehmen, das einen höheren Umsatz als
beispielsweise Hitachi erwirtschafte, noch unbekannt. Das liege vor allem
daran, dass sich Kyocera auf die Zulieferung von Teilen für andere
Elektronik-Hersteller beschränke. Vom Kraftwerksbau bis zum Mixer habe
Kyocera in nahezu allen Bereichen höchste technische Kompetenz und
Qualifikation zu bieten. Diese mache sich jetzt auch Goldman Sachs zu
Nutze, indem in einem 230 Mio Dollar-Gemeinschaftsunternehmen junge
Unternehmen kapitalmäßig unterstützt werden, die später an die Börse
gebracht werden können. Konzentrieren wollen sich die beiden auf die
Bereiche Informations- und Telekommunikationstechnik. Ein weiterer
Aktivpunkt für Kyocera sei: Nach der strammen Performance des japanischen
Marktes im vergangenen Jahr hätten viele Anleger ein technisches Problem.
Aktien, die im Boomjahr nicht mitgelaufen seien, hätten meist noch einige
"Leichen im Keller", so dass auch für die Zukunft keine Outperformance zu
erwarten sei. Die aussichtsreichsten Unternehmen würden meist schon am Top
notieren.

Auch charttechnisch biete Kyocera einen Ausweg: Von der Spitze bei 28.000
Yen habe das Papier bereits 25 % nachgegeben und bilde gegenwärtig einen
vielversprechenden Boden aus. Besser könne ein "pull-back" nicht aussehen,
so der aktionärsbrief.

[konradi]

wie das Bildschirmhandy im praktischen Einsatz
funktioniert könnt Ihr Euch auf folgender website
anschauen :
http://www.kyocera.co.jp/frame/product/telecom/english/menu-…
mfg konradi

[konradi]

Merrill Lifts Kyocera To I-T Buy From Accumulate
Focus List (KYO)
Newstraders - February 23, 2000 08:39

(NewsTraders.com)-- Kyocera (KYO) may provide evidence that even a piece of Wall Street superstar Qualcomm (QCOM) is enough to bring investors running, as Merrill Lynch analyst Hitoshi Kuriyama today elevated his intermediate-term rating to "buy" from "accumulate" on the Focus/Selection stock.

Kuriyama cited the Japanese firm`s acquisition of Qualcomm`s cellular phone business, higher valuations for mobile phone outfits and the expansion of the wireless devices segment as the basis for the upgrade.

On the valuation end, Kuriyama has a 12-month price target of $199 and a long-term objective of $280 on Kyocera shares.

Kuriyama maintained his long-term grade of "buy" on Kyocera.

In recent trading, stock in Kyocera, a maker of ceramic and optical components, was up $6.00 at $173.00.

Copyright 2000 NewsTraders Inc. All Rights Reserved 10:40 Wednesday, February 23, 2000

[konradi]

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[konradi]

So, heute stellt Kyocera klar, dass sich
das Unternehmen endgültig aus dem gescheiterten
Iridium-Projekt (Sattelitentelefon)zurückzieht.
(Kyocera hatte dafür die handsets produziert)
Damit liegen die Verluste offen, die Kyocera
als major shareholder des Iridium-Carriers
DDI Corp. gemacht hat. Abgesehen vom derzeitigen
Negativtrend (heute noch mal Verlust von 5,4 %)
dürfte es bald aufwärts gehen.

[konradi]

[konradi]

Get `Em While They`re Not Hot
By William L. Valentine
Columnist
03/13/2000 2:50 PM



Sometimes you have to let a stock cool before you can handle it. Such is the case with Japanese electronics giant Kyocera (KYO: NYSE ADR).
Last year, the diversified electronics company was white hot, rising 137% in December alone. Despite my interest in increasing exposure to Japan, and my affinity for Kyocera, I didn`t think the stock would cool off in time for me to buy it this year.

But now it has, and the company`s rapidly improving fundamentals have earned it a spot on my roster. At current levels, Kyocera`s stock is very reasonably priced relative to peers. Having cooled from its peak at $280 last year to around $168 today, the stock looks great next to prospective earnings growth.

A Ceramics Start
Kyocera was formed in Japan in 1959 as a maker of fine ceramics. In the early 1970s, the company began to modify its manufacturing toward the production of integrated circuits (IC) and other electronic parts that rely on the low conductivity of heat and electricity that ceramics posses. Kyocera grew to be the world`s largest manufacturer of IC ceramic packages. And as it grew, it diversified.

Today, its varied interests include everything from cameras and printers to cell phones and ceramic prosthetics. In a sense, it considers its competitors to be everyone from Canon (CANNY: Nasdaq ADR) and Xerox (XRX: NYSE), to Nokia (NOK: NYSE ADR) and Sony (SNE: NYSE ADR).

The largest division of the company is ceramics and related components. This includes the IC packages, electronic components, fine ceramics, and consumer products. About two-thirds of sales come from this division. This segment is growing nicely and is benefiting from the sector-wide uptrend in semiconductor manufacturing.

A Division with the Most Potential
The second-largest division, its electronic equipment group, is comprised of telecommunications equipment and printers. While currently making up about 28% of sales, this is the area with the greatest potential.

Kyocera recently purchased Qualcomm`s (QCOM: Nasdaq) cellular handset manufacturing division and is combining that company`s facilities with its own in order to make a run at dominating CDMA-standard phone sales.

It will have 15% market share out of the gate, and as the CDMA standard spreads, it will benefit tremendously. In the interim, it needs to make Qualcomm`s division profitable. Also, it will slow production of phones while transferring its phone chipset facility to the Qualcomm side.

The electronic-equipment division also includes communication equipment parts. The insatiable demand for wireless equipment bodes well for Kyocera`s components. Kyocera has leading market share, great margins and rapid growth in many of these products.

On top of its own production, Kyocera owns a major stake in DDI, the upstart telecommunication firm in Japan. While that investment has done well for Kyocera, its stake in the now-bankrupt Iridium satellite cellular phone venture will be fully written off this year.

Expansion into Printers
Finally, printers are included in the electronic equipment division. Kyocera recently expanded its commitment to this industry by way of its purchase of Mita Kogya, the makers of industrial printers under the Mita name that it will combine with the Kyocera line.

The third division, optical equipment, is made up of Yashica and Contax brand cameras. Historically, this division has not been a source of particular strength to the company and it currently only contributes about 5% of the revenue.

The final division is finance and other, which accounts for 2% of sales -- in a good year. This area will drag on profitability this year by virtue of asset-depreciation related losses in Kyocera`s leasing operations. There will, however, be partial offsets from gains on the sale of certain securities.

Other Reasons to Love It
This is a uniquely diversified technology company. The hot semiconductor market is fueling growth on one end and the wireless business is powering the other. The investment in Qualcomm`s handset business, coupled with its leading market share in communication equipment, ensures that it will participate in the outstanding prospects for wireless telecommunication.

Secondly, my belief is that the improving economic condition in Japan will continue. That will continue to draw investors and bodes well for the Nikkei. Well run, profitable Japanese companies will draw much of the interest.

Finally, the forward price/earnings of 48 -- using my estimate of $3.50 EPS for next-year -- creates a PEG (P/E to Growth) of 1.2, over long-term earnings growth of 40%. Up next to the PEGs of a Cisco (CSCO: Nasdaq) at 4, Oracle (ORCL: Nasdaq) at 5, or even Philips (PHG: NYSE ADR) at 3, it looks downright cheap.

I`ve got this stock in my on-deck circle and I`d invite anyone seeking a reasonably priced tech stock to give Kyocera a tryout.

William L. Valentine, CFA, is president of Valentine Ventures LLC, an investment manager of global stocks for individual investors. His weekly column, "ADR of the Week," focuses on one foreign stock that trades in the US as an American Depositary Receipt (ADR).

[konradi]

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[konradi]

[konradi]

22.03.2000

TOKYO (Nikkei)--DDI Corp. Kyocera Corp. and Capcom Co. have jointly developed a wireless system for selling and distributing video games for consoles and such software products for portable phones as tone melodies, The Nihon Keizai Shimbun reported in its Thursday morning edition.

The new system will enable the downloading of software to cellular and personal handphone system terminals much faster than is possible using the Internet, Nikkei reported.

The cost of downloading material has yet to be fixed, but the firms hope to attract more than 1 million users in the first year.

DDI and Kyocera have been seeking to strengthen software distribution as a new revenue source while Capcom has been trying to develop untapped sales channels for its video game products. DDI was in charge of designing the wireless network for the system and Kyocera was responsible for development of the vending terminal. Capcom will install the machines at convenience stores and other locations.

Sega Enterprises Ltd.has already begun online software distribution for its Dreamcast console in cooperation with KDD Corp.
Nintendo Co. is planning to sell software via its portable game consoles from April.


But existing services are slow to send data and consumers have to pay substantial telecom charges. Current infrastructure is considered inadequate for online software sales that need large data transmission capacity. The new system reduces transmission time and costs by using a wireless communications system in combination with the innovative vending machines.

Quelle: Dow Jones & Company

[konradi]

na, sieht doch gar nicht schlecht aus, wenn man Vergleiche zieht ... ?

[konradi]

Zi Corp. In Cellular Pdt License Pact With Kyocera Corp.
Wednesday, May 31, 2000 10:12 AM

CALGARY (Dow Jones)--Zi Corp. (ZICA, news, msgs) said it has licensed its eZiText technology to Kyocera Corp.(KYO, news, msgs) for global distribution in Kyocera`s cellular products.


In a news release, Zi Corp. said the licensing and royalty agreement will allow Kyocera to use the technology in Zi`s currently supported European, Chinese and Japanese languages.


It said that, as a result of the agreement, eZitext may be embedded on as many as 16 million wireless handsets in Kyocera`s fiscal 2001.


It said eZiText is a predictive software technology that connects people to text messaging, e-mail, e-commerce and Web-browsing in more than 24 languages.


Kyocera is a Japanese manufacturing company.


Zi Corp. makes technology and software for reading and writing Chinese, Japanese and Korean characters in electronic information devices.

Quelle: Stephanie Thomas, Dow Jones Newswires

[konradi]

TUESDAY, JUNE 06, 2000 9:29 AM

RangeStar Wireless Announces Ceramic Embedded Antenna With Worldband Capabilities

This revolutionary design will incorporate ceramic materials in the manufacture of the industry`s smallest Worldband embedded antenna

that will enable global connectivity
RangeStar Wireless today announced a ceramic version of RangeStar`s Worldband embedded (internal) antenna that is smaller in size than the typical Printed Circuit Board (PCB) alternative. It allows a peak gain of 0 dBi on the Cell band and a +1 dBi peak gain on the PCS bands.

This new antenna, with the ceramic option, offers a dual band (Cellular and PCS) embedded solution that operates in the 900/1800/1900 MHz frequencies.

Kyocera America, Inc., a leading materials and telecom solutions provider in San Diego, CA, is developing the ceramic substrate for RangeStar.

The unique dielectric properties of the ceramic substrate provide the remarkable performance, size and integration. In addition to the outstanding performance, the new antenna can be robotically inserted into a host of wireless devices thus saving labor costs.

RangeStar`s Worldband embedded antenna provides the lightest, smallest and least expensive option, thus allowing seamless global connectivity.

"We`ve actively been working with Kyocera America to design and develop a small form factor, high performance embedded antenna that operates in a variety of frequencies," said David McCartney, executive vice president of RangeStar Wireless. "This relationship should enable RangeStar to bring its Worldband embedded antenna solution to the global wireless marketplace faster, with the highest levels of scalability, performance and quality."

RangeStar`s family of embedded antenna solutions is commercially available to cellular/PCS Handset, Bluetooth(TM), cordless telephone, wireless LAN, and GPS manufacturers. Third party vendors interested in any of RangeStar`s cutting-edge embedded antennas should contact RangeStar directly.

About RangeStar Wireless
RangeStar Wireless is a global leader in the development and integration of embedded antennas for the wireless communications markets. Founded in 1995, the company is recognized for its innovative, high performance embedded antenna products, conceived by a world renowned staff of antenna design engineers. RangeStar is headquartered at 9565 Soquel Drive; Aptos, CA 95003, USA. Ph: [phone]/[phone] Fax: [phone] www.rangestar.com.

Quelle: Business Wire

[Malatesta]

Münchener Börsenbrief


Kyocera kaufen Datum : 26.07.2000
Zeit :13:22


Die Analysten vom Münchener Börsenbrief sehen die Aktie der Kyocera
Corporation (WKN 860614) als vielversprechendes Investment.
Der japanischer Hersteller von elektronischen Komponenten und Zulieferer
für die Halbleiterindustrie habe einen erfreulichen Ausblick auf die
aktuelle Gewinnsituation für das laufende Geschäftsjahr vorlegen können.

Für das Gesamtjahr rechne das Unternehmen mit einer Steigerung der
Vorsteuermarge um 2,4% auf 14,4% und einem 85%igen Zuwachs beim
Vorsteuergewinn.

Im Bereich Komponenten für Mobiltelefonen habe der Konzern aufgrund der
hohen Nachfrage nach Handys einen deutlichen Absatzsprung verzeichnen
können.

Kyocera habe nach seiner Kurskorrektur im Januar wieder ein gesundes
Niveau erreicht. Aufgrund der erstklassigen Aussichten sollte der Anleger
hier einen Einstieg wagen, so die Wertpapierspezialisten.






Agentur : Aktiencheck.de

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Hi, ich wollte einfach mal den Thread wieder beleben mit einer neuen Analystenstimme.
Außerdem fand ich es interessant, daß der Telekommunikationssektor
etwas brach liegt und Nokia heute sowieso, aber Kyocera heute sogar im Plus ist.
MfG.
Mala

[konradi]

der beste Satz steht am Schluß dieser Meldung :Kyocera Names New President for U.S.-BasedSolar Energy Unit


07-25-00 09:27 PM EST | SAN DIEGO--(BUSINESS WIRE)--


J. Michael Davis Steps Down as President of Kyocera Solar, Inc.; Company Veteran Douglas Allday to Lead Kyocera`s Solar Business in the

Americas and Australia


Kyocera International, Inc. (KII) today announced that it has accepted, as of July 20, 2000, the resignation of J. Michael Davis, who had served as president of Kyocera Solar, Inc. (KSI) since Kyocera`s acquisition of the former Golden Genesis Company (GGC) in 1999. Davis, former GGC president and current president of the U.S. Solar Energy Industries Association, had agreed to manage KSI through a transitional period. Under the terms of his amicable departure, Davis will continue to serve Kyocera in an advisory capacity.

"I am fully confident of Kyocera`s long-term commitment to delivering top-quality solar electric goods and services," Davis stated. "I want to thank all KSI customers for their support, while kindly requesting their continued business as Kyocera grows."

"This marks a significant transition," stated KII President Rodney N. Lanthorne. "Kyocera thanks Mr. Davis for his leadership during the first year of KSI`s operation, and extends our best wishes for his future success."

Succeeding Davis as KSI president, effective July 20, 2000, is Mr. Douglas Allday, who will report directly to Lanthorne.

"Doug Allday has a long and successful history with Kyocera, having held a series of sales, sales management and administrative positions at Kyocera America, Inc. of San Diego," Lanthorne stated. "Additionally, he has served as general manager of Kyocera`s maquiladora operations at Kyocera Mexicana, S.A. de C.V. of Tijuana, Mexico. He will deliver strong leadership toward our goal of providing society with practical, clean and affordable solar energy solutions."

Allday indicated that he is pleased to return to the Phoenix area, where he began his career with Kyocera in 1978.

"I am extremely excited to assume the leadership of KSI, and to join the vibrant solar power industry at a time when renewable energy is most needed throughout the world," Allday stated. "KSI has excellent opportunities to grow this business. My 22 years of experience with Kyocera`s culture and business model will help me integrate KSI into the Kyocera family as we capitalize on synergies for growth and development."

Allday`s goals will include enhancing the company`s financial performance, ensuring total customer satisfaction, and providing professional growth opportunities to enable all KSI employees to reach their full potential.

Kyocera Solar, Inc., based in Scottsdale, AZ, employs approximately 150 people in 12 facilities internationally, including 10 sales and distribution centers and two assembly operations. These various facilities are located in the U.S., Canada, Brazil, Argentina and Australia. The company`s integrated solar energy systems are used in telecommunications; the oil and gas industry; roadway and railway traffic management systems; village electrification; vacation home power generation; marine and RV applications; residential and agricultural water pumping; agricultural fence electrification; and utility grid support systems for homes and public facilities.

Kyocera International, Inc., founded in 1969 and based in San Diego, CA, is Kyocera`s North American headquarters and holding company. It is a wholly-owned subsidiary of Kyoto, Japan-based Kyocera Corporation.

Kyocera Corporation, the parent and global headquarters of the Kyocera Group, was founded in 1959 as a producer of advanced ceramics. By combining these engineered materials with metals and plastics, and integrating them with other technologies, Kyocera has become a leading supplier of solar energy systems, telecommunications equipment, semiconductor packages, electronic components, cameras, laser printers and copiers. During the year ended March 31, 2000, the company`s net sales totaled 812 billion yen ($7.9 billion) with net income of 50 billion yen ($489 million). Kyocera has been recognized by IndustryWeek magazine as one of "The World`s 100 Best-Managed Companies."

gruß konradi

[donbob]

kyocera eine saubere aktie leider ohne schwung in deutschland,
hoffe auf +20% in 2000, tendenz leicht steigend

donbob

[konradi]

der Schwung kommt schon noch ...

Monday, August 28, 2000

KYO offers bullish outlook
--3:10 pm - By Michael Baron
Kyocera Corp.`s (KYO: news, msgs) American Depositary Receipts, or ADRs, are up 16 1/8, or 9.5 percent, to 186 5/8. The Japanese semiconductor firm raised its consolidated net profit forecast for the current fiscal year through March 2001 to 106 billion yen ($990 million), from the previously projected 64.5 billion yen, thanks to robust sales of electronic parts used for mobile communication and optical communication equipment. Kyocera also more than doubled its group net profit forecast for the first six months through September 30 to 51 billion yen, from an earlier projection of 24 billion yen.

Heute an Wallstreet + 16 % !!

[ZEUS_KRONION]

KYOCERA revidiert Aussichten für 2001 nach oben.

Die Gesellschaft erwartet einen Umsatz von 1270 Mrd. YEN (+56%)
und einen Nettogewinn von 106 Mrd. YEN (+110%).

Die vorherige Schätzung lag bei U: 1100 Mrd. bzw. N.I. 64,5 Mrd YEN.