CALDEIRÃO DE BOLSA

A CONEXANT parece estar a reagir. Que vos parece. Risco muito elevado de queda abrupta até aos 2.1?

starter Escreveu:Ja agora tb estou longo em gmst e MCLD
starter

Parece que a MCLD esta a mexer, sobe 22% no pre com ~1/5 do volume normal de negociação, vamos ver como decorre a sessão

cumps
Starter

stop foi activado, não tenho posição na cnxt...acredito num forte rebound para breve...continuo a espera de sinais
cumps
Starter

Este titulo ira visitar os 2.1/2.00 cuidado

starter,fechou a posiçao em cnxt?no stop a 2.34 ou aguentou + um pouco?

um abraço

Starter entras-te melhor que eu 1%, entrei nos 2.41 ou seja nos 40% de queda. Esperemos que feche acima dos 2.50.

cabo Escreveu:starter,ja entrou? e ja agora a q preço?
tb estou tentado!
um abraço

Já o preço não foi nada de especial 2.38, mas ja dá para por o stop bem apertadinho 2.34...reforço se fechar acima dos 2.45-2.5

vamos lá cnxt

Ja agora tb estou longo em gmst e MCLD
starter

starter,ja entrou? e ja agora a q preço?
tb estou tentado!
um abraço

A recuperar bem no intraday até agora, felizes aqueles que compraraa a 2.25!

Terá de fechar acima dos 2.45 para merecer um reforço de posição longa

Cumps

Starter

Senhores isto é NASDAQ !!!!
2.24 ja ela fez...... cuidado uma negar gordo hoje implica q amanha cai mais ainda td depende dos resultados saidos e das contas q se façam. Poar agora so analisarão os valores agora vão ver os pormenores. As expectativas futuras como sairão( más concerteza...

bateu nos 2.50 e ja esta a recuperar a 2.60...
a ver vamos

um abraço

Excelente, era isso que eu precisava!

Parece-me que uma queda de 40% pode ser exagerada, vamos ver o que é que o mercado acha...o meu valor de referencia são os 2.5USD

nunca mais abre o mercado hoje...
starter

6 July 2004, 06:00am ET

RED BANK, N.J.--(BUSINESS WIRE)--July 6, 2004--Conexant Systems, Inc. (Nasdaq:CNXT), the worldwide leader in semiconductor solutions for broadband communications, enterprise networks and the digital home, today announced that it expects revenues for its third fiscal quarter, which ended July 2, 2004, to be lower than anticipated due primarily to weakness in its wireless local area network (WLAN) business.

Conexant now expects total third fiscal quarter revenues to be between $265 million and $270 million and pro forma non-GAAP net earnings per share (EPS) of $0.02, compared to expectations in April of revenues between $308 million and $323 million and pro forma non-GAAP EPS of $0.03 to $0.05.

"In the third fiscal quarter, a shortfall in demand in our wireless LAN business led to overall company performance that was less than we expected at the beginning of the quarter," said Armando Geday, Conexant's chief executive officer. "Our other businesses, which include solutions for dial-up and digital subscriber line connectivity as well as digital set-top box and PC video applications, were essentially flat, and we are absolutely confident in the long-term prospects for the combined company.

"Several factors affected our wireless LAN business during the course of the quarter," Geday continued. "A number of Taiwan-based chip suppliers emerged with extremely low-priced solutions, displacing incumbent suppliers in certain high-volume applications. These additional competitors exacerbated pricing pressure in a market already characterized by severe price competition. Also, channel inventory of our customers' products increased as new competitors' products, based on low-priced Taiwanese solutions, caused our customers to lose market share. This new competitive landscape has emerged at a critical juncture in the evolution of the wireless LAN market as the transition from the 11-megabit per second 802.11b standard to the 54-megabit per second 802.11g standard takes place. The orderly and fairly predictable progress of this transition in which we participated last quarter greatly accelerated in the third fiscal quarter as a result of these new low-cost chip entrants, which caused 802.11g products to be priced at levels comparable to 802.11b products.

"Wireless LAN as a standalone business will continue to be challenging, but we plan on protecting and expanding our position as we see an outstanding growth opportunity moving forward with wireless connectivity becoming ubiquitous in various devices and appliances. We remain committed to participating and continuing to lead in this important market segment.

"For Conexant overall in the third fiscal quarter, operating expenses came in lower than we anticipated and gross margin should remain in the expected range of 42 percent, despite the weakness in our wireless LAN business," Geday concluded.

In FinanceLycos

é estrondoso o volume do pre-market cai para 2.6... eu estou de olho para um longo intraday a espera da reacção ao suporte de 2.5...eu sei, é uma faca!


Alguem sabe mais detalhes acerca dos resultados

starter

Maus resultados apresentados pela Conexant (CNXT), uma das empresas lideres de semi-condutores dos EUA, leva a que na pre-abertura esteja a cair mais de 30% - fecho anterior $4.08 esta a fazer $2.70.

Gaspar