(Danke hotte !)
Ich werde jetzt doch unsicher. Die Erfahrung der letzten Jahre hat gezeigt, dass die Deppen bei der Deutschen Bank Null Ahnung von Aktien (oder Immobilienfonds) haben, den letzten Abschaum als IPO an die Börse drücken und eben durchweg nur unangenehm auffallen. Daher als prima Kontra-Indikator genommen werden können.
Allerdings macht es schon Sinn, dass WDC jetzt etwas mehr Geschäft bekommen könnte, weil die Computer-Bastler sich nicht zu sehr an eine Quelle binden wollen. Wenn jedoch der Gesamtmarkt demnächst mal kurz hustet, wird WDC dramatisch rutschen (nach dem steilen Anstieg !). Scheise, hätte ich nicht vor Weihnachten zu früh und zu niedrig verkauft, könnte man jetzt locker und lässig mal wieder etwas abgeben. Inzwischen sind meine Restbestände aber spärlich geworden. Und jetzt nochmal 2 oder 2 Stunden vor evtl. neuerlichem Anstieg den Rest "verschenken" ?
AP Western Digital Shares Gain After Upgrade Monday January 9, 12:24 pm ET By Barbara Ortutay, AP Business Writer Western Digital Shares Jump As Analyst Sees Market Share Gains From Rivals' Combination
NEW YORK (AP) -- Shares of Western Digital Corp. rose to a new 52-week high Monday, after the maker of hard disk drives received an upgrade from an analyst who sees the company benefiting from a recently announced merger of two rivals.
Hard drive maker Seagate Technology agreed to buy rival Maxtor Corp. last month. Deutsche Bank analyst Chris Whitmore wrote in a client note he expects Western Digital to be the "largest beneficiary" of the resulting shift in market share.
The analyst, who upgraded the company to "Buy" from "Hold" and raised his price target to $24 from $14, said he sees Western Digital's market share on desktop units growing from about 26 percent in the third quarter of 2005 to about 31 percent by the first quarter of 2007.
Shares rose $1.36, or 6.8 percent, to $21.26 in late morning trading on the New York Stock Exchange, after earlier reaching as high as $21.45. In the past 52 weeks, the stock has traded between $9.84 and $19.94.
Whitmore wrote that the Maxtor acquisition creates a "healthier industry," with a lesser likelihood of aggressive pricing actions -- benefiting all manufacturers.
PC desktop original equipment manufactures, he said, like to keep a 40-30-30 ratio between their top suppliers. In the past, Seagate held the top spot, followed by Western Digital and Maxtor.
With the combined Seagate and Maxtor now representing more than 50 percent of desktop units, the analyst expects original equipment manufacturers "to begin shifting share away from the new company" in favor of Western Digital, as well as Japan's Hitachi and South Korea's Samsung.
The analyst boosted his fiscal 2006 earnings estimate to $1.33 per share on revenue of $4.14 billion, from the prior earnings estimate of $1.18 per share on sales of $4.05 billion.
On average, analysts are expecting earnings of $1.23 per share on sales of $4.03 billion, according to a poll by Thomson Financial.
For fiscal 2007, Whitmore raised his outlook to earnings of $1.82 per share on sales of $4.43 billion, from earnings of $1.25 per share on revenue of $4.18 billion.
Analysts, on average, are looking for earnings of $1.35 per share on sales of $4.21 billion.
Seagate shares rose 75 cents, or 3.5 percent, to $22.14 in midday trading on the New York Stock Exchange, after earlier hitting $22.05. The stock jumped past its prior 52-week high of $21.50. At the current level, the terms of the acquisition agreement currently value Maxtor shares at $8.19.
Maxtor shares rose 25 cents, or 3.4 percent, to $7.72 on the New York Stock Exchange, eclipsing an old 52-week high of $7.50.
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