Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Internet Capital:

AMPHIRE AND FOODLINK ONLINE CREATE NEW PARTNERSHIP

Companies to Offer Solutions in Foodservice and Perishable Foods Procurement

REDWOOD SHORES, CA, and TORRANCE, CA, – January 9, 2006 - Amphire® Solutions and Foodlink Online® jointly announced today that they have established an important partnership to provide their on-demand and collaborative procurement platforms in an integrated manner to select customers. Amphire’s trading community currently has more than 30,000 foodservice brokers, buying and selling groups, distributors, operators and suppliers actively using its on-demand applications. FoodLink Online has several of the nation’s largest retailers and wholesaler/distributors such as Ahold USA, US Food Service, Supervalu, C&S Wholesale Grocers, and Pathmark Stores. FoodLink Online’s base of customers also consists of a vast array of suppliers in all perishable food categories including produce, meat, seafood, floral, deli, bakery, and dairy.

“Amphire has been seeking a collaborative offering for perishables to further consolidate its position as the leading technology provider in foodservice”, said Mark Barnekow, Amphire’s President and CEO. “We have evaluated the other collaboration and demand management solutions in the market for perishables and believe that FoodLink Online clearly has the most competitive products. The FoodLink Online offering will provide immediate value to the perishables trading community within Amphire’s extensive customer base.”

“Amphire and FoodLink Online not only have major strengths in their respective marketplaces, but also have solutions and customers that are very complementary,” added Vijay Yajnik, President and CEO of FoodLink Online. “We believe that by partnering it will enable us to provide robust and integrated applications for the food community. Both Amphire and FoodLink Online will provide a much stronger value proposition and a single source for Internet based solution applications. They will enable our customers to streamline their procurement and supply chain processes in consumer foods, packaged goods, and perishables, achieving optimal efficiency.”

About Amphire Solutions, Inc.

Amphire is a provider of information management, data synchronization and Internet-based supply chain optimization solutions serving the foodservice, consumer packaged goods, technology, janitorial and sanitation, and paper and industrial packaging trading communities. Amphire’s comprehensive suite of solutions enables the flow of transaction and critical business information between buyers and sellers. Compliant with emerging supply chain standards, Amphire’s products allow enterprises to address fundamental supply chain challenges such as global data synchronization, product information management, RFID (Radio Frequency Identification) transaction management, contract master standardization, contract compliance, promotions and rebate management, reporting and analytics, and supply and demand forecasting with configurable and user friendly web-based solutions. For more information, please visit www.amphire.com

About FoodLink Online LLC

FoodLink Online is the leading supply chain software solution provider to the global perishable foods industry. FoodLink Online offers Internet-based solutions for demand planning and management, procurement, logistics, receiving and payment. These solutions improve the way organizations carry out transactions, use real-time information to make decisions, and build relationships with their supply chain partners. The FoodLink Online Marketplace provides a global hub that is optimized for trading perishable foods. FoodLink Online is rapidly expanding to further broaden its global procurement platform. The company is privately held and is backed by Rustic Canyon Partners, a venture capital firm based in Santa Monica, CA. For more information, please visit the FoodLink Online”s website at www.foodlinkonline.com.

 
 

ist Internet Capital an Emptoris, die das geworden ist, was früher einmal zigmilliardenschwere Werte wie Commerce One werden wollten: Leader in ESourcing. Alledings spielt sich das alles einige Nummern kleiner ab als gedacht. Aber zumindest eine dreistellige Millionenzahl verkörpert der Wert von Emptoris doch.

EMPTORIS CITED AS A LEADER IN ESOURCING
MARKET BY INDEPENDENT RESEARCH FIRM  
 
Cited in eSourcing Report as Top Ranked Product Offering and
Best Provider for Global 2000 World-Class Sourcing Firms
 


Based on Forrester's rigorous method-
ology, which evaluated vendors on 127 criteria, Emptoris received top scores in spend analysis, supplier discovery, supplier assessment, RFx/reverse auctions, sophisticated bid optimization functions and sourcing activity management functions. The solution also received top marks for its globalization features. In evaluating Emptoris among a select group of companies invited to participate in the report, Forrester gave Emptoris the number one ranking for its current product offering, Emptoris 5™.


 


In "eSourcing Suites Scorecard Summary: Emptoris Key Findings From The Forrester Wave™: eSourcing Suites, Q4 2005," (Forrester Research, Inc., November 2005), Forrester stated:

"Measured purely on strength of functions, Emptoris is the top eSourcing suite vendor."

"Overall, the product has the most sophisticated spend analysis, supplier assessment, and sophisticated bid optimization functions, as well as strong supplier discovery, RFx/reverse auctions,and sourcing activity management functions. Its globalization features are also strong."

"Emptoris was one of the first vendors to recognize the value of providing a broad sourcing suite that includes spend analysis, supplier discovery and assessment, and contract management, along with the standard eSourcing tools of RFx and reverse auction support. Through internal development and acquisition of specialist vendors like Zeborg and Intigma in spend analysis, and Valuedge in supplier assessment, it has created the strongest eSourcing suite in terms of functions."

The independent research firm further concluded, "Emptoris is best for Global 2000 firms that are world-class sourcers."

To obtain a copy of "The Forrester Wave™: eSourcing Suites, Q4 2005," please visit
www.forrester.com/Research/Document/Excerpt/0,7211,37940,00.html.


Emptoris brings innovation to supply management, empowering enterprises to realize the best value from their supply base and accelerate profitable growth. Emptoris’ enterprise supply management solution delivers the industry's most comprehensive suite of web-based applications that integrates spend analysis, supplier negotiation, optimization-based bid analysis, contract compliance and supplier performance management capabilities. With its solutions, Emptoris customers have analyzed collectively over $3 trillion in spend and sourced over $107 billion in more than 50 different countries.



 

Zumindest drei Beteiligungen von Internet Capital sind auf ähnlichen Feldern wie Ariba tätig. Bedeutsam hiervon ist vor allem ICGCommerce, wo es ähnliche Entwicklungen wie bei Ariba geben düfte, obwohl die eigentlich schon immer das hier hoch gelobte Modell hatten, nämlich einen kontiuierlichen Erlösfluss. In ähnlichen Bereichen sind auch Verticalnet und Emptoris tätig, dort sind aber die Beteiligungsquoten zu gering, als dass das nennenswerte Auswirkungen auf Internet Capital haben könnte. Dagegen ist Internet Capital mit 75% bei ICGCommerce beteiligt.

Was sich aber auch bei Ariba zeigt, ist, dass hier massiv geshortet wurde und hier schon nur leicht positive Meldungen, als die ich die Ergebnisse von Ariba ansehe, Gewaltiges bewirken, wenn die Shortseller-Pyramiden krachen.


Ariba shares spike 25% after report
Profits from move to subscription model, cost reductions
By Scott Banerjee, MarketWatch
Last Update: 11:47 AM ET Jan. 24, 2006  
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SAN FRANCISCO (MarketWatch) - Shares of software maker Ariba Inc. jumped as much as 25% Tuesday after the company reported first-quarter results that topped analysts' estimates.


Ariba shares spike 25% as company tops estimates
Highlights of rising and falling U.S. stocks
More news for ARBA

ARBA9.65, +1.96, +25.5%) has benefited from its transition away from a software licensing model in favor of a subscription delivery model, and has dramatically reduced its sales and marketing headcount.

The maker of procurement management software posted a net loss of $3.7 million, or 6 cents a share, compared with a loss of $46.8 million, or 75 cents a share, a year ago.

Excluding charges, the company reported a profit of $10.2 million, or 14 cents a share. Revenue fell 12% to $76.2 million from $86.9 million.

Analysts surveyed by Thomson First Call expected Ariba report earnings of 7 cents a share on revenue of $76 million.

Piper Jaffray analyst William S. Zinsmeister wrote that about 75% of Ariba's earnings growth came from lower costs for sales and marketing.

"However, the top-line growth outlook remains somewhat anemic when compared with other software-as-a-service vendors," wrote Zinsmeister, who rates Ariba at market perform.

Looking ahead, CIBC analyst Brad Reback anticipates that Ariba will accelerate its sales force expansion and expand sales and marketing program spend going forward.

In late morning trading, Ariba (ARBA:
ariba inc com new
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Last: 9.65+1.96+25.49%

12:19pm 01/24/2006
MarketWatch profiled Ariba as a technology sector "diamond in the rough" for 2006. See "A new wave of tech stars."

 

das ganze große Ding werden kann (Internet Capital hält hier 33%) wird hier noch einmal ganz deutlich. Es spricht wenig dagegen, dass auf Sicht von ein oder zwei Jahren die 33% an Freeborders die heutige Marktkapitalisierung von Internet Capital übertreffen.


http://www.zdnetasia.com/insight/business/0,39044868,39306207,00.htm  

bin ich eben beim Biertrinken in der Kneipe gefragt worden.

So genau weiss ich das auch nicht, habe ich geantwortet - denn eigenlicht ist es absurd, dass man sich mit diesem Pimpelpampel näher beschäftigt.

Ein Grund ist sicher, dass ich das Abzocken von Kleinanlegern von einer nichtsnutzigen schamrotzenden Mafia nicht mag. Das ist die emotionale Komponente - denn eigentlich könnte mir das völlig egal sein, was da passiert.

Aber dann habe ich nachgedacht, dass das doch etwas mit Internet Capital zu tun haben könnte. Deren Umsätze sind qulitätsmaßig meilenweit besser als der Pippi von Abacho. Aber trotzdem gelang es interessierten Kreisen beim Abacho-Kurs von 5,50 und einer Marktkapitalisierung von fast 60 Millionen bei einem Umsatz von drei Millionen ein Kurs-Umsatz-Verhältnis von 20 herbeizumanipulieren. Das ist eine der heftigsten Abzocken seit den Blütenzeiten des Neuen Marktes. Und da kommt man natürlich ins Vergleichen. Würden die anteiligen Umsätze von Internet Capital in Höhe von ca. 130 Millionen, die qualitätsmäßig denen von Abacho haushoch überlegen sind, auch mit dem Multiple von 20 bewertet, ergäbe sich ein Betrag von 2,6 Milliarden, was logischerweiser absurd ist. Zusammen mit der Nettocash von 170 Millionen wären wir gar bei 2,77 Millionen und somit einem Kurs von 70 Dollar pro Internet Capital-Aktie. Beim momentanen halbierten Abacho-Kurs läge bei vergleichsbarer Bewertung Internet Capital immer noch bei 35 Dollar - und da bei unendlich besserer Qualität der Umsätze.

Dies könnte vermutlich, nach einer eigenen Nabelschau, ein weiterer Grund neben der unendlichen Abzocke einer nicht unbekannten unappetitlichen Mafia für mein Posten gewesen sein.  

Metastorm BPM™ Integration to SAP Gets Easier

EPO Consulting Achieves Certification from SAP for Metastorm BPM Connector

COLUMBIA, MD – January 24, 2006 – Metastorm, a leading provider of Business Process Management (BPM) software for modeling, automating, integrating, and improving both human and system-based processes, and EPO Consulting, a leading consulting company committed to helping companies identify, analyze and optimize business processes today announced their partnership has resulted in the successful development of a Metastorm BPM Connector for SAP, also known as the e-Work Connector for SAP. With a core competence in delivering IT solutions with a focus on SAP, EPO Consulting saw the demand for linking Metastorm’s market-leading BPM solution directly to SAP and applied its extensive skills to developing a packaged connector to link the two systems.

EPO Consulting also announced the certification of its Metastorm BPM Connector for SAP by the Interface Certification Centre of SAP AG in Walldorf, Germany. This certification provides added creditability to the robustness of the solution and to EPO Consulting's commitment to delivering the best SAP integration product for Metastorm.

"By using EPO´s Connector for the SAP integration on our initial Metastorm BPM project for our client Insel Spital in Bern, Switzerland, we were able to reduce the challenge of the SAP integration to a standard task. All questions regarding the Metastorm BPM integration to SAP were solved just by using this packaged product,” stated Andrea Mutter, General Manager Systems Integration, T-Systems Schweiz AG. “We are very pleased with the in-depth knowledge of EPO Consulting and the outstanding technical solution provided. T-Systems Switzerland and our client are very happy with Metastorm´s BPM approach and the integration capabilities."

EPO Consulting provides solutions that allow organizations to share data between applications in real time and to automate core business processes. EPO’s Connector for SAP gives Metastorm BPM access to core SAP functions without extensive programming. All SAP functionality can now be called and executed directly from anywhere in a Metastorm BPM process flow and there are absolutely no restrictions. The connector supports BAPIs, Function Modules (rfc and normal), Batch Inputs, Call Transactions, LSMW and IDOCs. In addition, all messages can be stored in SAP and can be processed synchronously or asynchronously.

The Metastorm BPM Connector provides enterprise service integration between Metastorm BPM and any SAP system with no middleware or other software requirements. Benefits of using Metastorm BPM together with the SAP Connector include:

The Metastorm BPM Connector is as flexible as the BPM system itself; interfaces are extremely flexible, transparent and preconfigured;
It makes the use of Metastorm BPM more efficient and extends its application scope;
All SAP functions can be accessed easily from Metastorm BPM making implementation time for processes much shorter and ongoing changes much easier to complete;
Metastorm BPM can be used as complementary software to existing SAP systems – allowing organizations to get more value out of their investment in SAP.

Existing EPO Consulting customers including T-Systems Switzerland, Cerro Matoso, University of Linz, Deutsche Postbank, and Polkomtel are already benefiting from the Metastorm BPM Connector for SAP.

"The increased scale and complexity of our customers' business challenges require that they look for ways to simplify the system integration requirements of process management initiatives," said Greg Carter, CTO and vice president of product development for Metastorm. "The solution developed by EPO Consulting brings both Metastorm and SAP customers a state-of-the-art, easy-to-implement integration that will enable organizations to extend current implementations and get greater value from their business processes and existing IT infrastructure. Companies who have SAP and are considering adding BPM should look to Metastorm BPM as the most robust and integrated BPM solution to link to what they have today."

About EPO Consulting
EPO Consulting delivers IT solutions with a focus on SAP consulting, BPM, system integrations and SAP Add-On Products. EPO’s philosophy is to deliver a common sense approach to business and IT systems and to offer outstanding service and quality every step of the way. EPO Consulting is a Metastorm Partner and an official Independent Software Vendor for SAP (SAP ISV) by delivering software products for SAP NetWeaver (R) and SAP WAS. EPO provides add-on products for SAP customers, Metastorm customers and products for integration solutions. All products are surrounded with full service. EPO extends IT capabilities by empowering IT to deliver more extensive solutions in less time and by accelerating the successful adoption of new, emerging technologies such as Web services and developing it further to solutions for enterprises.



About Metastorm
As the first breakaway BPM vendor, Metastorm is a leader in business process management (BPM) software and best practice methodologies for modeling, automating, integrating, and improving both human and system-based processes. Metastorm BPM™ is a complete solution for roundtrip process improvement, designed specifically to address complex processes that are unique to organizations. Metastorm’s 1200+ global client base in manufacturing, retail, financial services, business services, healthcare and government are achieving rapid ROI and Enterprise Process Advantage® in customer service, supply chain operations, risk management, and internal operations. For more information visit www.metastorm.com.

Copyright 2006, Metastorm, Inc. All rights reserved. Metastorm BPM and Enterprise Process Advantage are either trademarks or registered trademarks of Metastorm, Inc. Other product, service and company names mentioned herein are for identification purposes only and may be trademarks of their respective owners.


Press Contact Information:
Gina Karr
Metastorm
T: +1 410-290-0101
gkarr@metastorm.com

Jayson Schkloven
Merritt Group
T: +1 703-390-1529
schkloven@merrittgrp.com

Amy Redhead
Strategic Alliance
T: +44 1494 434 434
amyr@strategicpr.net

 

Traffic.com's IPO hits the gas

By Steve Gelsi, MarketWatch
Last Update: 12:09 PM ET Jan. 25, 2006  
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NEW YORK (MarketWatch) -- Capitalizing on drivers' frustrations over growing automobile gridlock, Traffic.com generated a modest gain in its initial public offering on Wednesday.



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The Wayne, Pa.-based provider of real-time traffic reports to radio, TV stations and mobile devices opened at $12.11 a share, above its $12 price. The stock rose to $12.26 a share in recent trades.

Signs of health came as the IPO priced near the top of the $10.50-to-$12.50 range established ahead of the stock's Nasdaq market debut.

The company (TRFC:
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TRFC12.34, +0.34, +2.8%) raised $79 million by offering 6.55 million shares with underwriter W.R. Hambrecht through an online auction of shares.

"Traffic is bad and getting worse, costing people more in both time and money," Traffic.com said in its IPO prospectus.

Traffic.com, which employs 313 people, provides real-time, customized reports accessible via radio, television, Internet, wireless devices and in-vehicle navigation systems.

The company provides traffic information for 35 of the largest metropolitan areas in the U.S. Customers include the Weather Channel, Motorola's Viamoto Solutions, XM Satellite Radio (XMSR:
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Internet Capital ist gut über die Bühne gegangen, obwohl er wegen der kleinen Beteiligungsquote symbolisch wichtiger ist als in der Wirkung auf den  Kurs. Vor dem IPO lag die Beteiligung von Internet Capital bei 3%, wie hoch sie jetzt noch ist, weiss ich nicht, da offensichtlich alle neuen Aktien neu ausgegeben wurden.

Traffic.com reported a net loss of about $35 million on revenue of $32 million in the nine months ended Sept. 30, compared to a loss of $13 million and revenue of $31 million in the year-earlier period.

The latest period included a charge of $18.5 million for a legal settlement.

Taffic.com's pricing near the top of the range, with no discounts prior to the IPO, marks a positive move in W.R. Hambrecht's ongoing campaign to promote so-called Dutch auctions for companies seeking to go public.


 

Hast du gesehen wie der Shortie heute bluten musste um den Kurs wieder unter 9$ zu drücken.:-))  

Beteiligungen von Internet Capital - nicht nur für die Text erwähnte Internet Capital-Beteiligung ECredit, sondern für viele andere auch.

SMART ANSWERS
Will Software-As-A-Service Grow Significantly in 2006? If So, What Apps Will Be Hot?


In the next five years, over 50 percent of the applications that are sold will be sold as a service. While enterprise software isn’t going to disappear, all the exciting developments are happening in the SaaS world, and small to medium sized businesses, as well as divisions within larger Fortune 500 enterprises, will adopt SaaS because it offers better functionality at a far lower cost and with less risk associated with deploying the application since you pay as you use it. Two types of applications will lead the charge. The first are the applications that were unaffordable before they became available on-demand. The second are the applications that simply weren’t available before in the perpetual licensed software model. –Treb Ryan, CEO of OpSource. THINKstrategies has found that enterprises of all sizes are rapidly adopting SaaS to overcome the hassles and costs of implementing traditional packaged applications. A recent THINKstrategies survey, conducted in conjunction with the Cutter Consortium, found that almost a third of the respondents are already using SaaS and another third are considering SaaS, with the vast majority expecting to adopt SaaS in 2006. The survey also found over 90 percent of the current SaaS users are satisfied with this new application delivery model, 86.5 percent expect to acquire additional SaaS offerings, and almost 92 percent would recommend SaaS solutions to others. The rapid adoption of SaaS has led to the tremendous success of Salesforce.com in the CRM and salesforce automation software arena, and is attracting a wide array of new SaaS providers offering web-based software solutions aimed at addressing nearly every business application need and vertical market requirement. –Jeffrey M. Kaplan, Managing Director, THINKstrategies.
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Tier 1 Research sees SaaS gaining significant traction in 2006 across all sizes of companies as its value proposition resonates with firms who 1) do not want/cannot afford an IT staff; 2) require a rapid ROI (just about every company on the planet); 3) want predictive costs; 4) want to access the functionality any time, anywhere and 5) want to quickly ramp up new business functionality without having to engage consultants/integrators (plus worry free upgrades). Small companies who never dreamed of using software to manage their business can now sign up online with a credit card and begin using accounting, e-procurement, credit scores, HR, billing or process management functionality in 30 to 60 minutes. The impact to the market is huge! How much does one deadbeat client cost a small company–with eCredit you have credit checking capability at the click of a mouse. SaaS is providing small firms with access to business functionality that did not exist years ago, making their business more effective, profitable, and efficient. What we expect to see in 2006 are two trends. The first is the continued growth in SaaS adoption by small and mid sized companies (for the reasons noted above). The second is the broadening of functionality by SaaS providers who have established a beachhead in a particular function and strive to broaden their focus. The year 2006 will be the year of “going horizontal,” where SaaS companies broaden their functionality from a focus on CRM, moving to supply chain, accounting, payroll, billing & payment and scheduling. This trend began in 2005 and we are at the tip of the iceberg - SaaS providers like NetSuite, Unica [UNCA], Salesforce.com and SugarCRM are leading the charge to stretch their capabilities and deliver added functionality to their customers. NetSuite provides an entire suite of functionality from CRM to ERP to e-commerce and Unica through its acquisition of MarketSoft is broadening its marketing management functionality. Salesforce.com rolled out the AppExchange to broaden functionality for its users into ERP, Marketing, etc.., while SugarCRM is hinting at broadening its open source capabilities into ERP. –Michael Mankowski, Senior Vice President, Tier 1 Research Absolutely. Small companies and startups have limited budgets, fewer human resources, and typically, have less time to deploy applications due to their resource constraints. Software as a Service provides a lower cost of entry and typically requires less staff to implement because onsite installation and maintenance are nonexistent. Additionally, on-demand solutions take less time to deploy. SaaS is simply cheaper, faster and requires less human capital. I don’t believe SaaS success is application-specific. A solid software company that meets the needs of its customers has the opportunity to succeed by delivering its software as a service. Of course, there were early adopters to the on-demand model and certain applications are better suited for the SaaS model, but the quality of, and the featured offered by, any application will always –Chris Miranda, Vice President of Sales, eMeta
I was an executive at software companies for almost 15 years before becoming a venture capitalist, and I have become a bit more conservative than others on predicting how fast a new technology is adopted. I am a big supporter of Software as a Service (SaaS), but I think it fights all the usual obstacles in gaining initial traction and then mass adoption by small business. I think 2006 will be a year of growth and experimentation, but not a watershed year for moving to "on-demand" software. Because most companies already have existing solutions, there is not the urgency to jump forward in most application areas. While there are some great new accounting systems (like Intacct) available in a SaaS delivery model, most small businesses are not terribly dissatisfied with QuickBooks or Great Plains as accounting systems.

I think we will see steady adoption rates, rising from virtually zero today, up to 10-15 percent over three years in logical areas like Sales Force Automation, Accounting, and even inventory/supply chain management. However, I think most small businesses will wait until they need a new package to evaluate and not be driven to a new package simply due to a SaaS delivery model. In 10 years, I think more basic apps will be delivered in a SaaS model than an "on premises" model. History tells us that market shifts start very slowly and then his some tipping point. I don't see that point for SMB SaaS in sight yet.
–Matt Miller, General Partner, WaldenVC

I suspect there will be significant growth across the board among small and entrepreneurial businesses in terms of SaaS services dealing with CRM. However, it's a mistake to think that one can significantly enhance business performance by merely investing in SaaS solutions. The savings that companies realize upfront by embracing a hosted solution (as opposed to an on-premises one) should be reinvested in business process enhancements, professional development and organizational change efforts.

Companies should not merely invest in hosted software and expect their sales force, for instance, to produce at a much higher level if they don't simultaneously invest to enhance the professional skills and capabilities of that sales force. Unfortunately, too many companies will merely pocket the savings and end up disappointed when real performance gains don't materialize.
–Britton Manasco, Executive Consultant, Prime Resource Group

In 2004, customers spent more than $4.2 billion worldwide on software delivered via SaaS. IDC expects customer spend to increase over the next five years at a 21% compound annual growth rate (CAGR), reaching $10.7 billion in 2009. A number of important trends will help fuel this adoption including the amount of SaaS offerings that become available to the marketplace resulting in more choice and flexibility for customers. SaaS has the potential to re-invigorate the single-digit growth software industry. IDC believes the midmarket in particular represents a source of opportunity for SaaS as it has provided an alternative to costly software acquisition and given access to many small and medium sized businesses that otherwise could not afford software.

In terms of where IDC is seeing adoption and interest occur in SaaS, there is CRM of course, in addition to collaborative applications, human capital management, content management, and enterprise resource management areas. In addition we are seeing adoption and interest in security software such as intrusion detection. Application areas that have appeared low in terms of adoption and interest, according to the adoption survey we conducted in 2005, include Web analytics, and product lifecycle management.
–Erin Traudt Research Analyst, Software as a Service, IDC
 

Gepriesene, mit dem was Internet Capital mit seinen Beteiligungen anstrebt. Zumindest überwiegend entsprechen sie diese nachstehenden Bedingungen. Neben dem enormen Aufholpotenzial hat Internet Capital somit auch noch enormes Zukunftspotenzial. Die beste Strategie ist nachwievor: Bei jeder Schwäche nachkaufen, Kostolanys Rat annehmen wenn man seine Zielmenge erreicht hat, Schlaftabletten einnehmen, aufwachen und reich bzw. zumindest reicher sein.

ICG owns and builds on- demand Internet software companies that
reduce transaction costs between firms and drive productivity.
Business Model Attributes:
• Web- enabled Internet software platform (ASP model)
• Automates a complex workflow process, with focus on the “white
space” between companies
• Delivers comprehensive solution – software, content data and
transaction capabilities (content a long term differentiator)
• Recurring revenue streams/ fixed cost model
• Multi- year contracts
• Potential to evolve into an ecosystem  

Hältst du die bis nach 2006 oder verkaufst du bis Jahresende und steigst wieder ein?
 

Das hängt von der Ausgestaltung der steuerlichen Regelungen ab, die wir noch nicht kennen. Kommt es nur zu einer Besteuerung der nach 2005 oder 2006 gekauften Aktien, bleibe ich drin.

Ob ich bei 20% Besteuerung drin bleibe, hängt vom Kursverlauf ab.

Da ich aber 20% auf Kursgewinne für eine absurde Regelung halte, da Kursgewinne schon mit 25% Körperschaftssteuer belegt sind, was letztendlich auf eine Besteuerung von 45% hinausliefe, hoffe ich, dass bei den Entscheidern nicht nur Schwachköpfe und Eroberer von Stammtischen sitzen. Allerdings hat sich hier eine unheilvolle Allianz aus CDU-Juristen, die von ökonomischen Dingen keine Ahnung hat und die Herrschaft über die Stammtische anpeilt, und bestimmten SPD-Kreisen, für die Gewinne immer unsozial sind, wie sie das bei den Falken gelernt haben, gebildet, die diesen Schwachsinn, der langfristig sehr viele Arbeitsplätze kosten wird, gebildet.

Vermutlich setzt sich eine Regelung durch, die private Hausgewinne mit 20% besteuert und Aktien mit 10%, da man hier aufgrund der Vorwegbesteuerung mit 25% Körperschaftssteuer für einbehaltene Gewinne das Halbeinkünfteverfahren installiert. In diesem Fall käme ich ins Grübeln bezügliche des Verkaufens, zumal ich in der Vergangenheit Verluste häufig vor Eintreten der Jahresfrist realisiert habe, während ich Gewinne immer laufen ließ. Dadruch habe ich ein paar Verlustvorträge, die ich hoffentlich dann noch einsetzen kann.  

beteiligungen ist neben Credittrade meines Erachtens die Entwicklung bei ICGCommerce bedeutsam. ICGCommerce entwickelt sich allerdings weniger sprunghaft als andere Beteiligungen. Die zuletzt 10 bis 11 Millionen Quartalsumsatz könnten sich im besten Fall auf 11 bis 12 Millionen erhöht haben, was 10% pro Quartal bedeuten würde oder aufs Jahr hochgerechnet 40% - ich wäre auch schon mit glatt 11 Millionen Quartalsumsatz zufrieden, was ungefähr 5% im Quartal bzw. 20% aufs Jahr hochgerechnet werden. Bei dem von ICGCommerce beackerten Gebiet gehen die Meinungen über die Aussichten etwas auseinander. Während die Beobachter von Nelson Hall und erst kürzlich IDC optimistisch sind, kommen von Forrester eher bescheidene Ausblicke - alles sind Institute, die diesen Bereich beobachten begleiten. ICGCommerce hat seine Website wie auch Internet Capital neu gestaltet. Interessant finde ich die Seite mit den Case Studies:

http://www.icgcommerce.com/corporate/doc/html/customers/index.htm  

Tagen, denn sie stammt aus 2006, muss man davon ausgehen, dass ICGCommerce wächst:

ICG Commerce: A Career in Procurement Excellence

Every day ICG Commerce is helping to transform the way top companies like AVAYA, Nordstrom, CarMax and many others manage outside expenditures. As organizations increasingly realize that procurement transformation is an important vehicle for battling costs pressures and improving profit margins, they are turning to specialists like ICG Commerce for assistance. By focusing exclusively on driving results through comprehensive procurement transformation, ICG Commerce has quantifiably distinguished itself as the market leader in the rapidly growing procurement services industry. The ICG Commerce approach marries exceptional talent; process and operational excellence; and flexible technology to manage programs that produce sustainable and measurable savings for customers year after year. View current job openings.

Be part of a pioneering company that is both shaping and leading a new, fast growing market
As the premier provider of procurement outsourcing services, ICG Commerce is creating an entirely new market. Our vision is to transform the way companies manage non-strategic procurement while improving the results and value they able to generate.

Produce meaningful, measurable value for many leading companies
Unlike consultancies, we do not sell expensive projects that do not convert to value nor do we sell impractical ideas. We sell and deliver measurable business results, which is why we have been engaged by many of the world's leading companies.

Work with and learn from unmatched talent in a challenging and fast-paced environment
Our company has been built upon a foundation of exceptional people. Our senior leaders have come from the executive ranks of The Fortune 500 and top-tier consultancies, our managers are seasoned experts in their respective areas and our junior associates are top-performers with a proven commitment to excellence. As part of a growing company, ICG Commerce professionals have the opportunity work with both company and customer individuals at all levels.

Earn a strong business foundation and hone effective leadership skills
As part of the ICG Commerce service delivery organization you will develop and hone skills that will help prepare you to be an effective leader in any capacity including: cross functional program and project management, analytical and creative problem solving, team and stakeholder management, and effective communication and presentation. In addition you will have the opportunity to work closely with a variety of key company functions and learn best practices in supply chain management, customer relationship management and solution selling and marketing.

 
Comments/Suggestions Privacy Policy Report a Technical Issue Copyright © 2006 ICG Commerce. All Rights Reserved.  
 

so bewertet werde wie ein meines Erachtens von einer Mafia hochgezockter Wert wie Abacho. Der Umsatz in 2004 war 3,25 und im ersten Halbjahr 2005 ist es auch nicht gewachsen wie übrigens die letzten drei Jahr. Die heutige Marktkapitalisierung wurde durch Gerüchtemacher, um die sich meines Erachtens dringend einmal das Bafin kümmern sollte, auf 42 Millionen getrieben. Das ist ein Kurs-Umsatz-Verhältnis von 13 für eine Ansammlung von Pippi - die Umsätze der Beteiligungen von Internet Capital sind meilenweit stärker qualitätshaltig. Bei Abacho wurden lediglich Umsatzgerüchte um eine Auktionsplattform in die Welt gesetzt - Konkretes gibt es dazu nicht. Würden beispielsweise die qualitätsmäßig wesentlich höherwertigen anteiligen Umsätze der Internet Capital-Beteiligungen von ca. 130 Millionen Dollar mit dem Wert 13 von Abacho angesetzt, lägen wir bei 1,69 Milliarden Dollar. Zusammen mit der Nettocash/Wertpapiere ergäbe sich ein Wert von 1,85 Milliarden. Verteilt auf 39 Millionen Aktien lägen wir dann in der Nähe von 50 Dollar - der momentane Kurs liegt bei 8. Nicht dass ich jetzt 50 Dollar als Kursziel angeben möchte - ich wollte nur die absurde Situation bei Internet Capital einerseits und bei Abacho andererseits aufzeigen.

Börse
Frankfurt

Aktuell
3,46 EUR

Zeit
26.01.06  19:37

Diff. Vortag
+15,72 %

Tages-Vol.
5,24 Mio.

Gehandelte Stück
1,6 Mio.

Geld
3,43

Brief
3,47

Zeit
26.01.06  19:37

Spread
--

Geld Stk.
5.000

Brief Stk.
10.000

Schluss Vortag
2,99

Eröffnung
3,20

Hoch
3,49

Tief
3,09

52W Hoch
4,42

52W Tief
0,46

Split (01.08.00)
1:5

Tickliste
AnalyseJahresbilanz (2004)

Umsatz 3,25 Mio. EUR

Bruttorendite -12,1%

Eigenkapitalquote 42,9%



Bilanzprognose (2006e):

KGVe --

DIVe --




Marktsegment
Geregelter Markt / General Standard

Branche
Software

Geschäftsjahr
31.12.

Marktkapital.
42,41 Mio. EUR

Streubesitz
55,59%

Nennwert
1,00 EUR

Stücke
12 Mio.

Symbol
ABO
 

Wie viele Mitarbeiter wird der Shortie haben?
Er hat doch sicher mal Urlaub oder ist krank,da braucht er doch Ersatz für sein jetzt schon sehr langes Kursdrücken.Auch das Zusammenarbeiten (Abstimmung)von Sell u.Buy,was immer sehr schnell vonstatten geht benötigt eigentlich mehr als nur eine Person.  

denn ich bin mir inzwischen ziemlich sicher, dass wir es bei Internet Capital nicht mit reinen Shortsellern zu tun haben, sondern dass meine schon früher vertretene Long-Short-Strategie großer Anteilseigner zutrifft: Langfristig wird eingesammelt, kurzfristig wird auch einmal gegeben. Und das funktioniert eventuell sogar, wenn es mehr so einfältige Akteure gibt wie z.B. den Arnie vom comdirect-Board. Allerdings bin ich mir da nicht sicher - so viele Bekloppte gibt es nun weltweit auch wieder nicht.  

ist, dass bei diesen Strategien Institutionals, die ja in etwa 50% der Aktien halten oder sogar noch mehr zusammenarbeiten müssten.

Das ist zumindest beim Leerverkäufen verboten, aber schwer zu kontrollieren. Ob sie noch zusammenarbeiten oder nicht? Ich weiß es auch nicht. Oder: Wie arbeitet man zusammen, ohne dass man zusammenarbeitet (zumindest nicht offiziell).  

Wenn man das so oft beobachtet wie ich,sieht man es deutlich.Die arbeiten auf der Käufer-und Verkäufer Seite.  

war mit das "Dollste", was ich erlebt habe und spricht für einen beinharten "STRONG BUY".

Obwohl man heute bequem für 9.05 hätte verkaufen können, warf heute ein Verkäufer in den letzten drei Minuten sage und schreibe 160.000 Stück auf den Markt und erzielte dafür 8,96. Mit einer marktschonenderen Stratigie hätte er Stück ca. 5 Cent mehr erzielen können - immerhin ca fst 100.000 Dollar. Macht Euch darauf eben selbst Euren Rein - und kauft morgen was das Zeug hält, wenn er Ihr noch nicht nach Eurem Risikiprofil ausreichend investiert.

Und vergleicht solltet Ihr Eurem Opa und Eurer Oma und Eurem Enkel aus der 2. Klasse sagen, dass sie bald arm sind, wenn sie Abacho nicht schnellstens verkaufen. Was man mit dem Geld machen kann, könnt Ihr sicher weiter oben erkennen.  

http://www.nasdaqtrader.com/asp/...?searchby=Detail&IssueID=23113  

denn der Shortseller fährt logischerweise zum 15. eines Monats soweit wie möglich das Shortselling nach unten. Ihm ist bisher nicht gelungen, die seit 2005 hohen Leerverkaufsbestände nach unten zu fahren. Denn würde er das momentan tun, springt der Kurs sofort in die Zone von 12 bis 15.  

World-Class Operations
ICG Commerce is headquartered in the U.S. and operates multi-customer Centers of Procurement Excellence. Each of our centers seamlessly integrates extensive procurement expertise, purchase-to-pay best practices, proprietary tools and templates, and market data and insight to continuously produce tangible procurement results for our customers. Each facility has been specifically designed to support the full life cycle of procurement processes and to optimize our on-site delivery teams' ability to support of your procurement needs.

The resources located at each center have extensive experience providing global procurement services, ranging from low-cost local sourcing, to broad indirect sourcing campaigns, to comprehensive outsourcing. Through our North American center, we have provided services and supported our customers' global operations in United States, Canada, Mexico, United Arab Emirates, Azerbaijan, Singapore, Thailand, China, Indonesia, Norway, Malaysia and Australia. In Europe, ICG Commerce provides procurement services to companies in Austria, Belgium, France, Germany, Great Britain, Hungary, Ireland, Italy, Poland, Spain, Sweden, Switzerland, The Netherlands, and Turkey, with plans underway to expand our services to other countries in the region.

Every day, our sourcing and category experts help our customers with the challenges of operating procurement on a worldwide scale. From global sourcing initiatives to localized transactional buying, we support our customers with a combination of resources from our field offices and procurement centers. During the initial savings planning, we work closely with you to develop a plan to cost-effectively-and with minimal risk-deploy global procurement capabilities that maximize the value of your procurement spend. We work closely with your in-country procurement personnel to implement global procurement policies and solutions, assist sourcing efforts, and provide category expertise and transaction support, bringing your entire organization the benefits of proven world-class procurement capabilities.


 
 

von Internet Capital habe ich ja schon öfter angeführt. Man saugt sich zunächst erst einmal selber voll und kann daher stark steigende Kurse nicht gebrauchen. Ich gehe zwar nicht davon aus, dass man mit Shortsellern direkt unter einer Decke steckt und direkt mit ihnen zusammenarbeitet, denn ein Nachweis eines solchen Vorgehens würde in einem US-Knast landen, aber es gibt ja auch Formen des Zusammenwirkens, die stillschweigend erfolgen. Da hat die SEC oder der Herr Spitzer keine Chance - allerdings haben wir die Chance diese Wertpapiere noch billig zu erwerben.

Zumindest mir, weniger den Akteuren auf den US-Boards, fällt auf, dass zu der wohl umsatzstärksten Kernbeteiligungen mit den mit Abstand besten Aussichten beinhart geschwiegen wird. Denn würde man zu Credittrade, wo sie 30% halten, auch nur ein Wort über die Aussichten sagen, das nicht gelogen ist, würden die Kurse von Internet Capital sofort durch die Decke gehen.

Über das Marktumfeld können wie heute im Handelsblatt lesen:

"Der Markt für Kreditderivate wächst rasant. Die wichhtigsten Instrumente sind Credit Default Swaps (CDS). Sie sind eine Art Ausfallversicherung auf Anleihen oder Kredite, mit der sich die Risiken handeln lassen, ohne dass die zugrunde liegenden Referenzobligationen den Besitzer wechseln. Bis zum zweiten Halbjahr 2005 ist der Markt - also das Nominalvolumen der Risiken, die durch CDS abgesichert sind - weltweit auf rund 12,4 Billionen angeschwollen. Und ein Ende des Booms ist nicht abzusehen. Der Markt wird immer wichtiger, und für professionelle Investoren sind Credit Default Swaps die entscheidene Messlatte für Bewertung von Kredtirisiken, sagt Gunnar Regie, der bei JP Morgan in Frankfurt institutionelle Anleger im Derivatebereich betreut."


Zur Ergänzung: Die Internet Capital-Beteiligung Credittrade ist einer der bedeutendsten Broker und Lieferanten im Bereich der Kreditderivate, vor allem bei Credit Default Swaps.  

zum Kaufen nutzen. Denn der Shortseller reitet sich immer weiter in die Scheiße und auf Dauer lässt sich die wohl erfolgreichste Kernbeteiligung Credittrade nicht verheimlichen, auch wenn deren enorme Erfolge bisher unter dem Deckel gehalten werden konnten, weil man deren Erlöse immer nur zusammen mit denen anderer Kernbeteiligungen angab. Immerhin wissen wir seit dem letzten Quartalsbericht, dass die vier Kernbeteiliungen GoIndustry, Marketron, Freeborders und Credittrade zusammen im dritten Quartal Erlöse von 37,4 Millionen hatten. Von GoIndustry wissen wir seit dem Börsengang ziemlich genau, dass die in 2005 pro Quartal ca. 9 Millionen erlösten, bei Marketron waren als Jahreserlös etwas mehr als 25 Millionen in der Diskussion, was auf ca. 7 Millionen im Quartal hinausläuft, in ähnlicher Größenordnung dürfte Freeborders in 2005 gelegen haben (nachdem wir dort nach Vergleich mit chinesischen Konkurrenten etwas nach unten korrigiert hatten). Der Restbetrag von 14,4 Millionen entfielen dann auf Credittrade, was hochgerechnet aufs Jahr fast 60 Millionen an Erlösen wären. Und das Gute daran ist, wie ihr dem vorhergehenden Posting entnehmen könnt, das Wachstum geht ungebremst weiter. Eine Bewertung von Credittrade mit einer halben Milliarde Dollar wäre also beileibe nicht jenseits von Gut und Böse, sondern sehr realistich, auch wenn man das von der relativ kleinen Zahl der Beschäftigten her dieser Beteiligung für unmöglich hält. 30% von 500 Millionen sind immerhin 150 Millionen Dollar für Internet Capital. Zusammen mit der Nettocash wäre damit fast die momentane Marktkapitalisierung von Internet Capital abgedeckt und den Rest gibt es umsonst.

Im Handelsblatt kann man heute unter der Überschrift "Eine Anlageklasse für sich" über die wichtigsten Kreditderivate, Credit Default Swaps, folgendes lesen:

"Der Markt

Credit Default Swaps (CDS) sind die bedeutendsten und liquidesten Kreditderivate. CDS machen Kreditrisiken handelbar - unabhängig von den Grunde liegenden Anleihen oder Krediten. Wer die Sicherung kauft, muss darüf eine Prämie bezahlen. Der Markt entstand in den 90er jahren und hat zum Teil pro Jahr Wachstumsraten von über 100 Prozent. Derzeit die weltweit CDS-Kontrakte über 12,4 Billionen Dollar am Markt."

Und noch eine Anmerkung von mir: Zum Beispiel hat das Volumen in letzten vier Jahren (vom Ende des ersten Halbjahrs 2001 bis zum Ende des zweiten Halbjahrs 2005) ca. verfünfzehnfacht.