Gut, das die Nasi im minus startet!

Dann haben die ganzen Gap-theoretiker keinen Grund zu sagen, daß es unbedingt nochmals runter gehen muß!
Leicht im minus anfangen und stark im plus enden ist mir sowieso lieber als umgekehrt.
:-)
ecki  

 

soft landing hindeuten. Absurd, aber so ist nun mal die Börse.
http://biz.yahoo.com/rb/010112/1.html  

Außerdem ist ein minus von bis zu 3% nach den Anstiegen auch kein Beinbruch, vor allem wenn dann nächste Woche der Abwärtstrend geknackt wird. Anfang der Woche hätte das ja eh keiner erwartet.  

Bist Du in Razorfish noch long?

Gruss

hugo  

 

MRCH über 2$, RAZF auch. Kannst Du bitte etwas zu Deiner Einschätzung bzgl. weiterer Aussichten schreiben?

Vielen Dank und Gruss  

Nas ist von Dow belastet.Wenn Dow heute am Schluss unter 10500 ist,dann kurziel ist 10300.d.h. über GD38 von Nas ist kurzzeit nur ein Traum.  

im Minus schliesen !?!

 

habe mich gerade damit beschäftigt,nachdem sie heute so stark gestiegen ist.Es läuft eine Klage wegen der starken Verluste und angeblicher Nichtinformation.Aber sie haben 2 neue Aufträge für Ford und Coca Cola.Im Bord von clearstation hiess es,wenn wir erst mal wieder Umsätze von 5 Millionen haben...dies war heute der Fall!Der MACD ist positiv,die Aktie wohl momentan eher überkauft nach dem RSI,die 20-Tagelinie wurde heute überschritten,die Bodenbildung sieht recht gut aus.Jedoch erinnere ich an die letzte Gewinnwarnung.Am 13.2. kommt wohl der Jahresbericht,die Frage ist,ist das nun eingespeist?Oder werden die Zahlen doch besser ausfallen,auch im Hinblick auf die Aufträge in München?Ich hatte gestern überlegt nachzukaufen,hätte ich man!  

Though Wall Street is giving the thumbs down to the Internet consulting industry as a whole, analysts say companies that can switch their client base from dot-coms to old economy companies have the best chance for survival. Analysts say players such as Sapient, MarchFirst, Razorfish and Scient appear to have the best chance at success, and Razorfish has always held a larger percentage of Fortune 500 clients and less than 10 percent of dot-com start-ups in its client portfolio. Analysts say both Scient and Razorfish shifted their client focus early on and are likely best positioned to do well over the long term. According to Forrester Research, a Cambridge, Massachusetts Internet research company, the domestic market for Internet consulting services is expected to grow to $64.8 billion by 2003 up from $19.6 billion this year. Gartner Dataquest forecasts the worldwide market for e-business services to hit $158 billion by 2004.

    Shares of Razorfish have been pummeled and the stock is down nearly 97% from a high of $57 this past year. Current analyst estimates are projecting a RAZF long-term yearly earnings growth rate of between 25 – 50 percent. RAZF closed Friday at 1 5/8 on volume of 3,186,700 shares.  Razorfish has virtually no debt and $84 million in cash… book value is around $3.30. It is the opinion of Stockprowler.com that RAZF is a very attractive speculation at these levels… and that with an upturn in the market likely this month, shares of RAZF will trade considerably higher.

http://64.70.168.52/
 

Aufgrund der Nachricht, dass MS an MRCH einen zinslosen Kredit gegeben hat,
habe ich damals recht günstig nachgekauft. Nach dieser und der Finanzspritze von Francisco Partners bin ich vom Überleben dieses Unternehmens überzeugt und werde weiter halten. Bei weiteren stark steigenden Kursen Richtung 4 $ werde ich die Position reduzieren.
Bei RAZF bin ich noch positiver eingestellt und denke übere weitere Zukäufe nach, auch wenn die Kurse schon stark gestiegen sind. Buchwert 3,3 $ und die Wachstumsaussichten rechtfertigen das.

Gruss

hugo  

January 16, 2001 08:58

Razorfish Names Bo Dimert to Its Board of Directors
NEW YORK--(BUSINESS WIRE)--Jan. 16, 2001--Razorfish, Inc (NASDAQ:RAZF), the global digital solutions provider, today announced the appointment of Bo Dimert to its board of directors. Mr. Dimert is the former president and chief executive officer of Ericsson Inc. and former executive vice president of the Ericsson Group. He retired from Ericsson in August of 2000.
"Bo brings a solid technology and business background to our board," said Jeff Dachis, founder and chief executive officer of Razorfish. "His international business experience and global economics expertise will greatly assist the board in expanding Razorfish's global presence."

Mr. Dimert joined Ericsson Inc. in 1995 as executive vice president and general manager of Enterprise Networks' world-wide business unit where he helped generate $1.5 billion in revenue. In 1998 he was promoted to president and chief executive officer of Ericsson Inc., where he assisted in building a $3 billion revenue business in 1999. Prior to joining Ericsson Inc., Mr. Dimert served in a variety of capacities at Digital Equipment Corporation including general manager of the Country Group, Nordic Area and managing director for Digital Sweden. Mr. Dimert also spent 17 years at IBM - serving as vice president of sales, large accounts division.

"Razorfish is a strong and innovative company and is well-positioned for significant global growth," said Bo Dimert. "I look forward to working with such a promising company and am excited to have the opportunity to contribute to Razorfish's continued success."

Mr. Dimert holds an MBA from the Stockholm School of Economics. He has served on the boards of numerous organizations, including the Sweden-American Foundation, NetInsight, ipUnplugged, - all in Sweden and Ericsson companies in Austria, China, Denmark, France, Mexico, Netherlands, Norway, Sweden, United Kingdom and United States.

 

 

Hab mal'n Praktikum da gemacht. Eine Internet agentur die an die Börse notiert ist, ist eigentlich völlig sinnlos. Da gibt es weitaus bessere Investments.  

meine verluste wett machen ;-) habe noch ein paar im depot.  

Deine Einschätzung zu MRCH ist ok! (Ich hatte viel zu hoch gekauft).
Gut, daß Du keine unrealistischen Erwartungen ("Dausend") hegst.

Ich fürchte aber, daß Du das Rasierfischlein zu optimistisch siehst.
 

das razorfish schon einer der coolsten sind:)  

NEW YORK--(BUSINESS WIRE)--Jan. 17, 2001--Razorfish, Inc. (NASDAQ: RAZF - news) today announced that its Board of Directors has authorized a stock repurchase plan under which the company may repurchase up to 5 million shares of its outstanding common stock.

The shares may be purchased from time to time at prevailing market prices, through open market or unsolicited negotiated transactions, depending upon market conditions at the company's discretion. Under the program, the purchases will be funded from available working capital, and the repurchased shares will be held in treasury or used for ongoing stock issuances under employee stock plans. As of December 31, 2000, Razorfish had approximately 98.3 million shares outstanding.

``The Board's approval of this program reflects our confidence in Razorfish's future,'' commented Jeff Dachis, chief executive officer. ``Repurchasing stock is one method of demonstrating our commitment to enhancing shareholder value.''
 

January 22, 2001 07:40

CSFB Restarts MarchFirst With 'Buy' Rating, $8 Target (MRCH)
(NewsTraders.com)-- Credit Suisse First Boston analyst Mark Wolfenberger reinstated coverage of battered Internet services firm MarchFirst (MRCH) with an upbeat "buy" rating and an $8 price target.
The analyst, who said his move comes after a $150 million investment from Francisco Partners, which closed Dec. 28, 2000, believes MarchFirst is unmatched in scale and breadth.

The current macro services environment favors the company's global reach, the analyst contends, who further noted that a restructuring is well underway at MarchFirst.

Wolfenberger pointed out that the firm is taking steps to realign, including reducing employee headcount by approximately, improving the balance sheet and trimming dot-com and/or unprofitable clients.

Management's "track record bodes well for turnaround," the analyst commented.

The analyst expects the company to post fourth-quarter revenues of $235 million and a per-share net loss of $0.30, with full-year EPS coming in at $0.06. MarchFirst currently is scheduled to report fourth-quarter numbers on Feb. 12.

For 2001, Wolfenberger is forecasting revenues of $1.05 billion and a net loss of $0.14 a share, followed by 2002 revenues of $1.25 billion and cash EPS of $0.25.

In trading Friday, shares of MarchFirst edged lower by $0.06 to close at $1.88.

 

 

Nasi sollte immer im Minus starten :-) Hauptsache die richtigen Werte steigen :-)))

Neulich hatte hier auf dem Board jemand APRN zu 3/4 $ empfohlen, jetzt weit über 3 Dollar. Nicht schlecht.

Bin gespannt wie unsere Depots, die Speculator verwaltet, im Sommer aussehen...

Gruss

hugo