IZTrading: Kauf ARBA zu 38,50Eu. Kommentare? o.T.


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Neuester Beitrag: 09.01.01 12:34
Eröffnet am:08.01.01 16:16von: IZAnzahl Beiträge:9
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1995 Postings, 8849 Tage IZIZTrading: Kauf ARBA zu 38,50Eu. Kommentare? o.T.

 
  
    #1
08.01.01 16:16
 

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10725 Postings, 8806 Tage GruenspanWenn Ariba alsbald 4 Cent Gewinn + den

 
  
    #2
08.01.01 18:47
entsprechenden Umsatz meldet, wäre ich auch bullish, aber nur dann.
Heute sind in USA die ganz Harten oder die Insider an Ariba dran.

                 
           Hals über Kopf kann beides kosten !!!


                                                 Gr.Gr.


                                                   

1995 Postings, 8849 Tage IZKeine weiteren Kommentare notwendig, ich äregre

 
  
    #3
08.01.01 19:19
mich schon selbst genug und hab verkauft mit 4,6% Verlußt - bravo!  

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362 Postings, 8736 Tage megalowflyer1Ariba ist einer meiner guten Zockerwerte,

 
  
    #4
08.01.01 19:33
allerdings nur auf Call-Basis (hab keinen vernünftigen Put gefunden). Geht schön hoch und runter, ist fundamental aber in Ordnung! Allerdings recht hohe Durchschnittsvola (über 110%) mit entsprechendem Aufgeld, aber CMRC hat ne noch höhere! (bis 450%!!!)
Leider erfährt man die latest News immer zu spät, wenn man nicht gerade ein natural language Talent ist oder English the Mothersprache ist. Ich brauch für ne englische adhoc mindestens doppelt so lange bis ich es kapiere....und bin mir dann noch nicht sicher ob das nun gut oder bad ist.  

1737 Postings, 8793 Tage Hans DampfRobertson Stephenson about ARBA,CMRC at buy

 
  
    #5
08.01.01 20:54

 Ariba NASDAQ: ARBA $34.06
 Buy
 Eric Upin, Business-to-Business eCommerce
 "Notwithstanding concerns over a slowdown in IT spending, we expect another strong quarter from
 Ariba when it reports FQ1:01 results on January 11 - with potential upside to our top- and bottom-line
 estimates. Based on our channel checks, we believe Ariba’s core business, while undergoing some
 change, remains in solid shape today. A host of factors have contributed to the stock’s significant
 sell-off and will be key issues for the stock in conjunction with the company’s earnings release on
 Thursday. The real issues moving forward for the stock in preparation for the company’s earnings
 release on Thursday are: management’s outlook and visibility moving into the first half of 2001, quality
 of FQ1 numbers, our confidence level in raising estimates and the steps taken to mitigate some of
 the company-specific risks, and additional evidence of the impact of a cooling economy on B2B
 spending. The above issues should be considered against the backdrop of the stock’s recent decline.
 As a result of the inter-locking concerns over a slowdown in IT spending, new risks to the Ariba story
 and valuation, we believe the stock’s recent volatility is likely to continue. Even with these challenges
 ahead, we continue to believe Ariba is well-positioned to be one of the leading and durable B2B
 names over the next several years. We maintain our Buy rating on Ariba at this time."

 Commerce One, Inc.
 NASDAQ: CMRC $18.56
 Buy
 Eric Upin, Business-to-Business eCommerce
 "Contrary to speculation earlier in the quarter, we believe Commerce One is on track to post another
 solid quarter with potential for upside on the top- and bottom-line," said Upin. "We are projecting
 $176.0 million in revenue - representing 56% sequential and 942% yr/yr growth - and ($0.07) in
 operating EPS. In late October, the company delivered 42% upside to our estimates by reporting
 $112.7 million in revenue - representing 80% sequential growth and 987% year/year - with a 58/42
 license and services mix. Commerce One plans to release Q4:00 results on Thursday, January 18.
 While we believe the company successfully closed several major deals in the quarter and is
 beginning to see more meaningful transaction volumes at some of its mega-exchanges, we believe
 select areas of the business may be slowing. Even though we remain comfortable with Q4:00
 estimates, we believe Commerce One increasingly faces a set of company-specific and
 market-related challenges that will continue to serve as a near-term cloud over the stock, including:
 the impact of a slowing economy on new and existing B2B initiatives, a range of company-specific
 risks, and continued valuation compression. In light of the macro-economic and a set of
 company-specific risks that we feel may adversely impact Commerce One more than other leading
 B2B names, we are assuming a neutral to near-term cautious outlook on the stock at this time. For
 the stock to make its next meaningful move, we believe Commerce One will need to show increased
 signs of: driving strong license growth as the market for consortia and dot.com marketplaces dries
 up, accelerating adoption of existing marketplaces and accompanying network services revenue
 growth, successfully going to market with SAP - evidenced by increased penetration of the SAP
 installed base, and integrating AppNet and driving a profitable professional services business unit.
 With these challenges and risks ahead of the company, we believe the stock’s near-term upside is
 limited, but maintain our Buy rating at this time."







Gruß Dampf  

1132 Postings, 8850 Tage ExpropriateurJetzt geht es bei ARBA hoch! +3% bei hohem Umsatz o.T.

 
  
    #6
08.01.01 21:16

1132 Postings, 8850 Tage ExpropriateurBVSN + 4,82% ARBA + 8,81%

 
  
    #7
08.01.01 22:05
Das nenn ich nen Turnaround.
Vielleicht verleieren wir ja morgen nur mal 5%, wenn jetzt alle mutig werden...

Gruß
EXPRO  

3140 Postings, 8804 Tage healHat jemand von Euch 'nen guten Call für Ariba? o.T.

 
  
    #8
08.01.01 22:32
 

1995 Postings, 8849 Tage IZARBA in FRA bei 41,90 Euro heute - scheisse! ;-( o.T.

 
  
    #9
09.01.01 12:34
 

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