Board-Ansicht
Mix-Ansicht- 5 Superstars für die nächsten Jahre - leibovitz, 02.05.2002, 12:30
5 Superstars für die nächsten Jahre
the new superstars that will lead the markets in 2002-2005.
Das wird hier behauptet und begründet:
..the NewTech sector are now set for one helluva coming out party. Starting right now!
We don’t pursue the “dead man walking” or zombie stocks of the old Nasdaq (Cisco, Dell, MSFT, Oracle, JDSU, etc...). We want to stake our claims in the emerging spaces of the real economy that are growing by leaps and bounds. Sometimes these companies are found in technology and sometimes they aren’t.
But these firms have one thing in common--they are the emerging dominant players in their sectors (internet security, digital photography, DVD chips, and WiFi). Our goal is to make sure we get you into our favorite names before the word gets out on the street and everybody wants a piece of the action. And when the stock has made its run, we want to get out, take our profits and go home. We don’t believe in going down with the ship—ChangeWave investing isn’t about falling in love with stocks; it’s about making money.
Und hier sind sie:
ISSX
Internet Security Systems
ISSX is the premier name in the anti-hacking network security space—and you don’t go cheap on this software. The company offers total information security management for networks, servers, applications and desktops.
It has a number of products that provide security management systems for security assessment, policy enforcement and intrusion detection. The company's SAFEsuite product protects corporate networks, extranets, and the Internet from misuse and security violations.
More importantly, IDC reported that the company continues to gain market share, showing an additional 73% in growth since leading the market the year before. ISSX currently owns 51% of the intrusion detection market and 48% of the market in vulnerability assessment.
PHTN
Photon Dynamics
Photon’s customer base includes some of the largest tech companies in the world. Hitachi, Philips, Sanyo and Sharp are all buyers of their flat-panel display products while Intel, IBM and Hewlett-Packard use PHTN for electronics components.
The company continues to maintain the dominant market share in Japan, Taiwan and Korea and has been issued over 36 U.S. patents for flat-panel display test and inspection technologies. Add to this that they have 70 U.S. and foreign patent applications pending and you find that the company has the proprietary technology to lock up the lead in this space.
Industry group Semiconductor Equipment and Material International (SEMI) forecasts that the flat-panel display market will grow to $70 billion in 2005, up from $24 billion in 2000.
ZRAN
Zoran
Involved in both spaces is Zoran Corp. (ZRAN). They develop integrated circuits and embedded software for use in digital audio and video products: DVD/Super Video CD, digital audio (think MPEG, Dolby Digital, DTS, MP3, etc.), filmless digital (think digital cameras), and JPEG
technology.
During 2000, the DVD player market grew to 17 million units from 9 million units in 1999 according to analysts at the research firm Cahners InStat Group. They forecast the market in this year would total 27.5 million units, increasing to 54.3 million by 2004. DVD product sales represented 56% of Zoran's 2000 product revenues.
Customers and manufacturers using Zoran's products include Altec Lansing, Daewoo, Fujifilm, Fujitsu, Hitachi, Kodak, NEC, Philips, Pioneer, Sharp, Sony and Toshiba.
ISIL
Intersil
Intersil (ISIL) is the pure-play leader in the WLAN market. Intersil provides chips for wireless access and communications analog markets. Intersil products are featured heavily in mobile commerce and wireless Internet applications. Recently, Cisco reported 55% sequential growth in their Wi-Fi business--while everything else was crummy.
The company’s R&D expenditures are about to pay off too. A group called the 802.11 committee from the Institute of Electrical and Electronics Engineers (IEEE) recently ratified a new standard in the WLAN industry called 802.11g. The new standard, proposed by ISIL, will allow WLAN data rates up to 54 megabits per second (Mbps) in the 2.4 GHz spectrum. Currently, Wi-Fi systems using the 802.11b standard have a maximum data rate of 11 Mbps.
"This is a huge win for the wireless industry for several reasons," said Intersil CEO Gregory Williams."First, it is backwards-compatible with the large installed user base of over 11 million Wi-Fi products. Second, it meets our customers' demands for significant speed increases in the 2.4 GHz band, necessary for multi-channel DVD-quality video and CD-quality audio applications."
While Mr. Williams sees this as a big win for the industry, we view this as an even bigger win for Intersil considering it is the leader in the 802.11b market. They will develop a new chip set that meets the new 802.11g standard in 2002, according to the company
VSEA
Varian Semiconductor
According to Dataquest's forecasts, the worldwide semiconductor market is expected to be worth $231.6 billion in 2001 and $321 billion in 2002. The need for the equipment is driven by chipmakers' hunger to take more of that market share.
Varian Semiconductor provides ion implantation equipment used in making semiconductors. This equipment, which uses “single wafer technology,” allows Varian to provide semiconductor manufacturers with high chip-yields at a low cost.
Varian supplies equipment that can be used to make both
the 200mm and 300mm wafers for semiconductor manufacturing on the same tool, positioning Varian to take advantage of the approaching transition to the 300mm standard.
The company is the top ion implantation supplier, according to Dataquest and has shipped nearly 3,000 ion implantation systems worldwide. In a customer satisfaction survey on chipmaking equipment administered by VLSI Research Inc., Varian was the highest ranked company among large suppliers of wafer processing equipment.
Einschätzung von Market Edge nach Charttechnik:
VSEA - strong buy
ISIL - long
ZRAN - long
PHTN - long
ISSX - avoid
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