Wachstumsrakete pur
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In den Rechnungsabschluss sind nur solche Beteiligungen integriert, wo man über 50% der Anteile und Stimmrechte hat. Das sind nur ICGCommerce (Anteil = 76%) und CommerceQuest (Anteil = 87%). Nur diese beiden Firmen fließen in den Rechnungsabschluss von Internet Capital ein. Bei GoIndustry hält man zwar 54%, hat aber nicht die Stimmenmehrheit. Allerdings veröffentlicht Internet Capital seit zwei oder drei Quartalen aufschlussreiche Zusatzinformationen zu den Umsätzen und sonstigen Zahlen von Unternehmen, wo man nicht über 50% hält. Diese Information kannst Du z.B. dem letzten Quartalsbericht entnehmen. Daraus kannst z.B. schließen, dass Internet Capital in 2005 anteilige Umsätze seiner Beteiligungen ohne die börsennotierte Beteiligung Blackboard von um die 150 Millionen haben dürfte. Dass hierzu eine Börsenkapitalisierung von 220 Millionen nicht passt, dürfte Dir bei einem unter Berücksichtigung seines Kassenbestandes schuldenfreien Unternehmens sofort ins Auge springen. Denn vergleichbarer Unternehmen werden mit dem fünf- bis zehnfachen ihres Umsatzes bewertet.
Eine ähnliche Gesellschaft wie Internet Capital ist NetInvest in der Schweiz. Die geben auch in den Berichten Auskunft über den Geschäftsverlauf Ihrer Beteiligungen. Dasselbe wollte ich nun von ICG, aber auf Englisch habe ich so meine liebe Mühe...
aber die wertvollste Internet Capital-Beteiligung Linkshare unter den Teppich, cashflash - und das ist zum Beispiel ein Problem. Bisher haben die beispielsweise immer ca. sechs Wochen nach Quartalsende über den Verlauf des Quartals berichet. Ein Bericht über das vierte Quartal 04, das extrem erfolgreich war, steht aber immer noch aus. Man kann sich das zwar sehr mühsam auch selber zusammensuchen, aber hier wollen offensichtlich mit den Insider von Internet Capital verbundene Investoren noch billig einsteigen.
Zum Beispiel kann man sich im Resource-Center von Linkshare auf müheselige Art und Weise das Nachstehende in zig Nachrichten heraussuchen, um einen Überblick über das vierte Quartal 04 zu gewinnen, über das bisher nicht zusammenfassend berichtet wurde.
LS New Merchant Announcement
October 5th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with the New Merchant Announcement:
Beckett.com
Hosting Metro Inc.
SkyAuction.com
Tutorials.com
LS New Merchant Announcement
October 19th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with the New Merchant Announcement:
Blinds Wholesale
LuggageSource.com
Overstock Auctions
WildGames by WildTangent, Inc.
LS New Merchant Announcement
October 12th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:Waterford®
LS Exclusive New Merchant Announcement
October 25th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement
Merchant:AutoUSA, Inc.
LS New Merchant Announcement
November 16, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with the New Merchant Announcement:
Bedford Fair Lifestyles
Cables To Go
CellularFactory
Draper’s and Damon’s
Fast Floors.com
FoodSaver.com
Frederick's of Hollywood
Holiday Network
Lands' End
Old Pueblo Traders
preCharge.com
SHOP.COM
Solestruck.com
The Supply Sergeant
ZeroDegrees
LinkShare New Merchant Announcement
November 30th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with the New Merchant Announcement:
Complete Life Quote Confoti, Inc.
Flowers USA (FTD.com)
Mytwinn.com
Special Delights
The Walker's Warehouse
LS Exclusive New Merchant Announcement
November 11th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant
Merchant:Catherines
LS Exclusive New Merchant Announcement
November 15th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Dale & Thomas Popcorn
LS Exclusive New Merchant Announcement
November 17th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:PETsMART
LS Exclusive New Merchant Announcement
November 23rd, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:Fingerhut
LS New Merchant Announcement
November 24th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:Alloy.com
LinkShare New Merchant Announcement
December 14th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with the New Merchant Announcement:
Bag Borrow Or Steal™
Good Times
.Mac (Apple Computer)
NetTickets.com, Inc.
Ora Jewels
ajamaGramTastyGram
Vermont Teddy Bear
LinkShare Exclusive New Merchant Announcement
December 2nd, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:Kayser-Roth: No nonsense®, Burlington Socks, PrimaSport
LinkShare Exclusive New Merchant Announcement
December 22nd, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement
Merchant:Nokia, Inc.
LinkShare Exclusive New Merchant Announcement
December 29th, 2004
Dear LinkShare Affiliate:
LinkShare is pleased to present you with an exclusive New Merchant Announcement:
Merchant:Lingo
Den fehlenden Bericht von Linkshare über das vierte Quartal kann man sich zwar problemlos aus den Daten aus dem Vorstehenden und dem nachstehenden Bericht über das dritte Quartal zusammensetzen:
LinkShare Inks Agreements with Over 40 New Clients In Third Quarter
Clients Include Netflix, Apple's iTunes Music Store, Charming Shoppes, Inc.
New York, NY - October 21, 2004 - LinkShare Corporation, a leader in performance-based marketing solutions, today announced that the company has signed agreements with over forty new clients to power their affiliate marketing programs during the third quarter of 2004. New clients span a variety of categories, and include Alloy, Apple's iTunes Music Store, Charming Shoppes, Inc. (Lane Bryant, Catherines, and Fashion Bug), Frederick's of Hollywood, and Netflix. Several existing clients, including Boden and Charles Tyrwhitt, were also signed for the LinkShare Search Advantage solution, which helps clients manage and optimize their paid placement and paid inclusion search marketing campaigns.
"The value of a LinkShare affiliate marketing program to drive distributed commerce online continues to attract leading companies," says Heidi Messer, President and COO of LinkShare. "With hundreds of thousands of affiliate partners in the LinkShare Network, our clients have access to one of the largest distribution channels online to reach their end consumers."
Over 90% of the new clients did not previously have an affiliate program solution - the relationship with LinkShare will be their first entry into this performance-based marketing industry. More and more businesses are looking to affiliate marketing to help them achieve greater reach online effectively and efficiently.
"Charming Shoppes, Inc. is focused on building a solid distribution channel through affiliate partners to ensure that our products and promotions have the broadest reach to consumers online. The LinkShare Network will be a powerful contribution to the growth of our program and to meeting our revenue goals this holiday season," says Robin Baskin, Vice President of Internet Marketing.
Several LinkShare affiliate marketing programs, including one for Frederick's of Hollywood, should be launching within the next few weeks.
"We decided to switch program providers to LinkShare so that we could have greater control and management of our affiliate channel. The tools that LinkShare provides will allow us to manage the Frederick's of Hollywood affiliate program more effectively and efficiently," says Mike Leonard, Online Marketing Specialist at Frederick's of Hollywood. "We're looking forward to our new partnership with LinkShare."
About LinkShare Corporation
LinkShare Corporation is a leading provider of technology solutions to track, manage, and analyze the performance of sales, marketing, and business development initiatives. Combining patented technology, the reach and distribution of a robust network, and expert account management services, LinkShare empowers clients with the ability to collaborate with partners online and develop cost-efficient pay-for-performance campaigns. LinkShare provides the platform, tools, and reporting to help clients acquire new customers, increase revenues, drive results, and measure success across affiliate, search, and email initiatives. LinkShare clients are Fortune 500 and prominent companies doing business online, and include J.C. Penney, 1-800-Flowers.com, AT&T Corp., American Express, Avon Products and Dell, Inc. LinkShare was founded in 1996 and is headquartered in New York City, with offices in San Francisco, Denver, and Chicago.
LinkShare is proud to receive financial, operational and strategic support from Mitsui & Co., Ltd. (NASDAQ: MITSY), Mitsui & Co. (U.S.A), Inc., Internet Capital Group (NASDAQ: ICGE), and Comcast Interactive Capital, an affiliate of Comcast Corporation (NASDAQ).
Wundern tut einem aber schon, dass dieser fiktive Bericht nicht konkret im Januar erschien:
LinkShare Inks Agreements with Over 50 New Clients In Fourth Quarter
Clients Include Nokia, Apple Computer and PetsMart
New York, NY - January 21, 2005 - LinkShare Corporation, a leader in performance-based marketing solutions, today announced that the company has signed agreements with over forty new clients to power their affiliate marketing programs during the fourth quarter of 2004. New clients span a variety of categories, and include Nokia, Apple Computer and PetsMart. Several existing clients were also signed for the LinkShare Search Advantage solution, which helps clients manage and optimize their paid placement and paid inclusion search marketing campaigns.
"The value of a LinkShare affiliate marketing program to drive distributed commerce online continues to attract leading companies," says Heidi Messer, President and COO of LinkShare. "With hundreds of thousands of affiliate partners in the LinkShare Network, our clients have access to one of the largest distribution channels online to reach their end consumers."
Over 90% of the new clients did not previously have an affiliate program solution - the relationship with LinkShare will be their first entry into this performance-based marketing industry. More and more businesses are looking to affiliate marketing to help them achieve greater reach online effectively and efficiently.
"Nokia Inc. is focused on building a solid distribution channel through affiliate partners to ensure that our products and promotions have the broadest reach to consumers online. The LinkShare Network will be a powerful contribution to the growth of our program and to meeting our revenue goals ," Vice President of Internet Marketing. "We're looking forward to our new partnership with LinkShare."
About LinkShare Corporation
LinkShare Corporation is a leading provider of technology solutions to track, manage, and analyze the performance of sales, marketing, and business development initiatives. Combining patented technology, the reach and distribution of a robust network, and expert account management services, LinkShare empowers clients with the ability to collaborate with partners online and develop cost-efficient pay-for-performance campaigns. LinkShare provides the platform, tools, and reporting to help clients acquire new customers, increase revenues, drive results, and measure success across affiliate, search, and email initiatives. LinkShare clients are Fortune 500 and prominent companies doing business online, and include J.C. Penney, 1-800-Flowers.com, AT&T Corp., American Express, Avon Products and Dell, Inc. LinkShare was founded in 1996 and is headquartered in New York City, with offices in San Francisco, Denver, and Chicago.
LinkShare is proud to receive financial, operational and strategic support from Mitsui & Co., Ltd. (NASDAQ: MITSY), Mitsui & Co. (U.S.A), Inc., Internet Capital Group (NASDAQ: ICGE), and Comcast Interactive Capital, an affiliate of Comcast Corporation (NASDAQ)
Wie gesagt, die vorstehende Meldung ist den Daten nachempfunden. Aber nicht nur von Linkshare werden uns Informationen vorenthalten, eine totale Datensperre gibt es bei GoIndustry, seit es Internet Capital gelang, den Anteil von 30% auf 54% aufzustocken. Meines Erachtens deutet das darauf hin, der Führung nahe stehende Käufer am
Werk sind, die beim Erwerb von Aktien zu Ausverkaufspreisen nicht gestört werden sollen. Víelleicht will man ja auch wie im Februar noch einmal selbst zuschlagen. Dem Anleger bleibt daher nicht sehr viel anderes übrig als mitzukaufen.
wie schon häufig an starken Nasdaq-Tagen. Da Internet Capital sehr stark von Shortselling beeinflusst wird bzw. von einem oder wenigen großen Shortsellern, versuchen die an solchen Tagen Stärke zu demonstrieren. Ihr Pech - die Zittrigen sind nicht mehr drin, sie bekommen bei den niedrigen Kursen keine Umsätze zustände, außer ihren eigenen Verkäufen. Heute in sechs Tagen, wenn die Shortselling-Zahlen zum 15.4. veröffentlich werden, kann ich mir durchaus vorstellen, dass wir über drei Millionen liegen - und da bei einem Free Float, den ich irgendwo zwischen acht und zehn Millionen bei Kursen bis neun Dollar einschätze. Das wird echt eng.
Aus Liquiditäts- und Streuungsgründen werde ich versuchen der Versuchung erneuter Käufe zu widerstehen - obwohl es zugegebenermaßen juckt. Aber ich bin meinem Durchschittspreis von 4,55 aus meinen letzten Anschaffungen auch zufrieden, selbst wenn es sie momentan noch etwas preisgünstiger gibt - man soll ja auch den anderen ein Schnäppchen gönnen.
zum Börsenschluss annehmen, denn die Shortseller haben zum Handelsende, um den Kurs auf dem gestrigen Niveau zu halten, noch einmal binnen kurzer Zeit 200.000 Stück geworfen, die locker absorbiert wurden.
Vielleicht bekommt Ihr morgen in Frankfurt noch günstig ein paar Stücke, ehe vielleicht morgen an der Nasdaq der Zug abgeht. Es sind schließlich nur noch sechs Bankarbeitstag bis wir vermutlich erfahren, wieveil tiefer sich die Shortseller erneut in die Schesse gerammelt haben. Schon das letzte Mal hingen sie mit fast 2,7 Millionen drin - bei einem von mir geschätzten Free Float unter 10 Millionen Stück bei Kursen unter 10 Dollar.
Ich würde bei einer größeren Stückzahl in Frankfurt mit einem Staffellimit arbeiten. Denn da hatten wir schon öfter jemand, der vermutlich zu niedrigen Kursen gleichzeitig als Käufer und Verkäufer auftrat, was eigentlich nach dem Wertpapierhandelsgesetz verboten ist, aber gegen Strohmänner ist da kein Kraut gewachsen. Darüber sollte man sich auch nicht den Kopf zerbrechen, die Lage so nehmen wie sie ist und ausnützen: Das bedeutet mit gestaffelten Limits kaufen, wobei die Limits so zu legen sind, dass man an eventuellen Durchhandelsgeschäften auch bei uns einen Reibach machen kann.
sind zwar von den Größenordnungen her zwei verschiedenen Welten, denn die Erlösschätzungen für Ebay für 2005 lauten auf 4,4 Milliarden, während sich die Erlöse von GoIndustry in 2005 zwischen 50 und 60 Millionen bewegen dürften. Sie sind somit um den Faktor 80 kleiner. Zieht man die Marktkapitalisierung von Google von 43 Millionen heran, ließe sich daraus ein Wert für GoIndustry von 550 Millionen herunterbrechen und die 54% Anteil von Internet Capital wären kanpp 300 Millionen wert - fast 50% mehr als die gesamte Marktkapitalisierung von Internet Capital. Selbst wenn es nur halb so gut käme, lagen wir immer noch bei 150 Millionen für eine von zwanzig Beteiligungen von Internet Capital mit einer gesamten Marktkapitalisierung von 220 Millionen, die natürlich nicht alle GoIndustry das Wasser reichen können. Mit Linkshare existiert allerdings eine weitere Beteiligung, die noch wertvoller als GoIndustry sein dürfte.
ist aber mit allen Wassern gewaschen, wie der gestrige Tag zeigte und sogar der nachbörsliche Handel. Er beherrscht den Markt bisher nachwievor und wollte uns gestern die Nummer zelebrieren, dass es im gelinge, bei leicht erhöhten Kursen einzudecken. Meines Erachtens konnte man aber anhand der Orderstellung recht einfach erkennen, dass er sowohl auf der Kauf- als auch auf der Verkauftsseite stand, um die Umsätze nach oben zu treiben und so den Eindruck zu erwecken, als gelinge ihm zu leicht erhöhten Kursen ein Eindecken der vermutlich mehr als drei Millionen leer verkaufter Aktien. Ob das Mit-sich-Kontraktieren in den USA zulässig ist, weiss ich nicht, nach dem Wertpapierhandelsgesetz würde das jedenfalls in den Bereich der Kursmanipulation fallen, das Handeln mit sich selber ist aber schlecht zu kontrollieren, da man im Ringtausch und über Strohmänner agieren kann. Ein Beispiel dazu von gestern ganz am Schluss im nachbörslichen Handel:
After Hours Market Apr. 21, 2005 Market Close: $ 5.97
After Hours Trade Reporting Friday April 22
After Hours
Last: $5.97 After Hours
Best Bid: N/A After Hours
High: $5.97
After Hours
Volume: 43,700 After Hours
Best Ask: N/A After Hours
Low: $5.95
After Hours
Time (ET) After Hours
Price After Hours
Share Volume
16.40 $ 5.97 42100
16.22 $ 5.97 700
16.03 $ 5.95 300
16.01 $ 5.96 100
16.01 $ 5.96 200
16.00 $ 5.96 200
16.00 $ 5.96 100
Die 42100 sind nach meiner Auffassung ganz eindeutig ein Geschäft des Hedge mit sich selber gewesen.
Welche Schlussfolgerungen man daraus ziehen sollte, wenn man noch drin ist und vom Prinzip her gerne rein wollte?
ES EILT SEHR!!!!!!!!!!!!!
Denn auch eine weitere Hoffnung des shortenenden Hedge trügt, nämlich die auf eine aus saisonalen Gründen in den letzten Jahren immer vorhandenes schwaches Quartalsergebnis von Internet Capital im ersten Quartal. Die Ursache dafür lagen meist bei Linkshare, die stark dominierend waren und gegenüber dem Weihnachtsquartal, wo das Affiliate Marketing brummt, etwas abfielen. Wie aber die Ergebnisse von Google und Yahoo zeigen, kann man da bei Linkshare diesmal optimistischer sein und noch wichtiger ist, dass andere Beteiligungen von Internet Capital jetzt in Umsatzzahlen (z.B. Starcite) hineingewachsen sind, die das Gewicht von Linkshare für die Erlöse von Internet Capital reduziert. Hinzu kommt, dass ICGCommerce und Commercequest nach rückläufigen Erlösen in den letzten beiden Jahren inzwischen einen glänzenden Tournaround hingelegt haben, schwarze Zahlen bereits im vierten Quartal hingelegt haben und in diesem Quartal auch ihre Erlöse um 25% steigerten (was aufs Jahr hochgerechnet über 100% sind) - obwohl sie logischerweise dieses Tempo bei den Erlössteigerungen kaum durchhalten können.
http://www.goindustry.com/de/salelistclosed.asp
Insofern muss man die vor einiger Zeit erfolgte Aufstockung der Beteiligung durch Internet Capital von 30% auf 54% bei GoIndustry als sehr positiv für den Wert von Internet Capital werten.
http://www.goindustry.com/de/about/clientsalelist.asp
Meine These, dass allein diese eine Beteiligung schon einen großen Teil der gesamten Marktkapitalisierung von Internet Capital von ca. 230 Millionen ausmacht, ist dann sicher noch schwer von der Hand zu weisen. GoIndustry müsste zum Beipsiel ca. 410 Millionen wert sein, damit für die 54% Anteil 230 Millionen rauskämen. Bei ca. 60 Millionen geschätzten Provisionserlösen von GoIndustry in 2005, würde das auf ein Kurs-Multiple von 7 hinauslaufen, Ebay hat eines von über 10.
Quipo – Henry Butcher JV to bring Global Auction to India
Posted on Tuesday, February 01 @ 11:30:56 EST
Indian Infrastructure Equipment Limited (IIEL), India’s first Infrastructure Equipment Bank under the brand name of ‘Quipo’, today announced the signing of the agreement for a strategic Joint Venture with GoIndustry Henry Butcher for the Infrastructure & Industrial Asset Auction & Valuation Services.
The Joint Venture will operate under the name ‘Henry Butcher International Valuers & Auctioneers Pvt Ltd.’, which will be part of IIEL (Sponsored by SREI Infrastructure Finance Ltd) - an end-to-end equipment rental solution provider for Indian Infrastructure Sector and GoIndustry Group - a global company providing a local service in respect of asset valuation and disposal services.
This strategic alliance proclaims to be India’s first ever auctioning of infrastructure and industrial assets. This unique format of asset disposal in India will be attractive to financial institutions, Banks, government bodies and companies in the private & public sectors whose primary objective is to obtain the highest realization for their assets. This venture will prove to be the most rapid and cost effective manner to transform the assets into cash, in line with the Government policy for Securitisation and Reconstruction of Financial Assets. This will be of immense benefit to various Asset Reconstruction Companies, as the new entity can work as a catalyst for realizing cash out of Non Performing Assets.
The Joint Venture spells an innovative platform providing mutual benefits to Quipo and SREI’s (a leading national non-banking financial institution focusing on financing of construction equipment and infrastructure projects) large base of over 6000 customer’s through value addition in their business model. The objective of maximizing realization for the customers’ assets is achieved through a number of sale methodologies, including the revolutionary technology of ‘Online Auction’ with GoWebcast. This unique technology will bring bidders across the world into the traditional auction room via the internet and allow complete transparency of the transaction; helping the seller to know exactly how much and to whom the asset was sold.
Speaking on the occasion, John Allbrook, CEO, GoIndustry Henry Butcher Group said, “We firmly believe that the services which we can offer can be of great benefit to Industry in India. We have been selling assets into India for over 25 years now and we felt it was time to strengthen our presence here. We believe, in Quipo, we have the ideal partner to launch our services in India. We will offer our auctions, asset disposal and valuation services to companies and financial institutions in India who can benefit from selling their surplus equipment through both our local and international network. Our presence will also give the opportunity to Indian customers to buy equipment from our disposals worldwide.”
“We are proud to be associated with a global company such as GoIndustry Group which provides Infrastructure & Industrial Asset Auction & Valuation Services, and help in adding another critical link to our value chain. This is consistent with our pursuit of conceptualizing and delivering unique and innovative solutions for the Indian Infrastructure Industry”, said Mr. Sunil Kanoria, Chairman and Managing Director, Indian Infrastructure Equipment Ltd.
About GoIndustry Henry Butcher
GoIndustry Henry Butcher is a division of the GoIndustry Group, one of the largest industrial asset management companies in the world covering Asia Pacific, Africa, Europe and the Americas. The GoIndustry Group brings industrial equipment disposal and consultancy services to all industry sectors with a high degree of professionalism and quality of personal service which has been the cornerstone of the company for over 125 years.
About Indian Infrastructure Equipment Ltd. (IIEL)
Indian Infrastructure Equipment Ltd, India’s first equipment bank and only end-to-end equipment Rental Company, is a unique and pioneering effort conceptualized and sponsored by SREI and is supported by the Construction Industry Development Council (CIDC).
Branded as ‘Quipo’, IIEL provides state-of-the-art equipment for a whole range of construction requirements along with value added services such as trained operators to run and service the equipments and on-site repairs and maintenance. With its tailor made solutions suited to specific needs, Quipo enables customers to focus on their core competencies and increase their profitability.
Stronger relation with India’s top construction companies and partnership with worlds leading equipment manufacturing companies, Quipo became the leading player in mechanizing India’s construction industry with latest technologies.
The major shareholders of IIEL include International Finance Corporation (IFC), Washington (World Bank Group), FMO (Financial Institution owned by the Government of Netherlands) and Swedfund International AB, Sweden, (Financial organization owned by the Swedish Government).
was seine 20 Beteiligungen anbetrifft.
Über Hiobsbotschaften und Freundentaumel in der High-Tech-Branche schreibt heute die Süddeutsche Zeitung. Freundtaumel angebracht ist nach Ansicht der SZ vor allem für zwei Bereich.
Bereich I: "Vor allem preisgünstige Lösungen, die Unternehmen letztlich helfen Kosten zu sparen, sind gefragt."
Bereich II: "Gibt es überall Licht und Schatten? Bei Internet-Firmen offenbar nicht. Ebay, Yahoo und Google gläntzen mit guten Zahlen. Das muss nicht immer so bleiben. Doch der langfrristige Trend arbeitet für die Online-Wirtschaft. Das Internet wird immer wichtiger - für Privatkunden und Unternehmen. Zumindest für die Internet-Branche sind die Aussichten glänzend."
Wenn Ihr Euch jetzt einmal die 20 Beteiligungen von Internet Capital anseht, könnt Ihr feststellen, dass sie fast alle in einem oder gar beiden der oben beschriebenen Bereiche den Schwerpunkt ihres Wirkens haben.
Die Kundenliste ist dramatisch gewachsen und auch sehr prominent besetzt, wie ihre am rechten Rand auf der nachstehenden Website nachlesen könnt. Was einen Teil dieser prominenten Kunden zu den Angeboten von Ecredit.com sagt, könnt Ihr auch auf dieser nachstehenden Website lesen:
http://www.ecredit.com/docs/customers.php
http://www.hpigmbh.com/Whoswho032004.pdf
RWE SYSTEMS AG SELECTS ICG COMMERCE PROCUREMENT SERVICES
Leading European industrial multi-utility company looks to consolidate master data management and reduce procurement costs through leading procurement services provider
PHILADELPHIA - January 28, 2003 - ICG Commerce, a leading procurement services provider, today announced that RWE, one of Europe's largest industrial multi-utility companies, selected ICG Commerce to help reduce procurement costs by improving RWE's capacity to analyze their expenditures by improving their master database. This initiative will help RWE achieve greater visibility on stock keeping units, reduce inventory, and enhance the company's ability to aggregate its total buying power across its more than 500 energy and industrial interests for optimal supplier pricing and service.
The RWE group, which has annual net sales exceeding $32 billion, has recently experienced significant growth through a number of acquisitions. The company is now looking to capitalize on its increased size and reduce costs by standardizing products and services it purchases to run its business. ICG Commerce experts will work with RWE Systems - the corporate services organization within the RWE group that manages the procurement and materials management for most of the RWE companies - to analyze company-wide expenditure information. The data gathered will subsequently be used to identify opportunities to reduce their number of suppliers, aggregate purchasing volume and standardize purchases for optimal supplier pricing and service.
"In ICG Commerce we found a strong and very experienced partner for solving our specific needs in optimizing the master data structure within the ERP-system of the RWE group," said Dr. Thomas Holzapfel, RWE Systems Manager responsible for master data management.
RWE will leverage ICG Commerce's proprietary technology and experts to accurately capture and categorize massive amounts of purchasing data generated by multiple RWE data systems. The ICG Commerce category experts, supported by customized IT applications, will turn the data into a format that is more user-friendly, providing RWE a clearer picture of their spend and the ability to make more informed sourcing decisions.
"With the significant growth that the RWE group has experienced recently, they are a perfect example of how large companies can become more cost efficient through a better understanding of their expenditures," said Ed West, chairman and chief executive officer for ICG Commerce. "ICG Commerce's unique and comprehensive procurement infrastructure of experienced people combined with powerful tools and technology provide the most effective strategies for cost reduction and improved procurement processes."
Services to RWE will be performed by ICG Commerce's operations in Frankfurt, Germany.
About ICG Commerce, Inc.
ICG Commerce (www.icgcommerce.com) is the leading Procurement Services Provider delivering total procurement cost savings through an unmatched combination of deep expertise and hosted technology. ICG Commerce provides a comprehensive range of solutions to help companies identify savings through sourcing, realize savings through implementation and transaction management and drive continuous improvements through category management. ICG Commerce Inc., a privately held company founded in 1992, is a member of Internet Capital Group's (Nasdaq: ICGE) network of partner companies and was recently named one of UPSIDE Magazine's Hot 100 companies for 2002 as well as a Supply Chain e-Business Top 100 solution provider.
Quipo
New Delhi, February 1
Indian Infrastructure Equipment Ltd (IIEL), branded as ‘Quipo’, today struck a joint venture with the UK-based GoIndustry Henry Butcher for infrastructure and industrial asset auction and valuation services in the country, and the two firms expect business worth $ 100 million in the first year. — UNI
Bei den genannten 100 Millionen Dollar blieben bei den üblichen 15% für GoIndustry beretis im ersten Jahr Provisionserlöse von 15 Millionen hängen - nicht start für den Anfang, wenn man bedenkt, dass ich weiter oben die Provisionserlöse von GoIndustry insgesamt nur mit 60 Millionen veranschlagt hat, was allerdings eine vorsichtige Schätzung war.
ICGCommerce, die 76%-Beteiligung von Internet Capital, deren Deutschland-Niederlassung ich Euch ja weiter oben vorgestellt hatte, ist ein führender Spezialist auf diesem Sektor. Ariba ist auch auf diesen Zug gesprungen, durch die Übernahme von Freemarkets, und hat jetzt neben dem Klotz am Bein (Software mit zurückgehenden Umsätzen) ein Sprungbein (Provider für Einkaufsdienstleistungen), sodass man die zuletzt gesehenen Kursrückgange wegen gefallener Softwareverkäufe doch als ziemlich absurd abtun muss, weil das neue Wachstumssegment nicht berücksichtigt wurde - Internet Capital ist allerdings trotzdem viel chancenreicher, weil unterbewerteter. Allerdings hatte auch ICGCommerce Ende 2003/Anfang 2004 eine Durststrecke zu überwinden. Mein obiges Posting zu RWE und ICGCommerce zeigt, dass ICGCommerce heute überwiegend als Komplettanbieter auftritt, während er früher auch noch stark zusammen mit Beratungsdienstleistern agierte. Durch diese Konkurrenzsituation fielen wohl einige Aufträge, die über Betratungsfirmen, zu denen man teilweise in Konkurrenz agiert, weg. Allerdings war diese Entscheidung für einen von zwei Wegen notwendig und überfällig. Wie gut man inzwischen wieder dasteht, zeigen die folgenden Ausführungen zum Geschäftsverlauf im vierten Quartal:
INCREASING DEMAND FOR PROCUREMENT BUSINESS PROCESS OUTSOURCING AND DIFFERENTIATED OFFERING HELP MARKET SHARE LEADER ICG COMMERCE ACHIEVE STRONG 2004 RESULTS
Procurement-Only Focus, Deep Market Experience, Comprehensive Offering Focused on Operational Improvements And Continuous Value Generation Combine To Drive Over 175% Growth In Services Backlog
PHILADELPHIA - March 9, 2005 - ICG Commerce, a leading procurement services provider, today announced key business results for 2004. The company signed 55 contracts during the year and achieved consistent double-digit quarter-over-quarter growth. The strong momentum is reflective of the company's track record of producing results for leading companies and points to its comprehensive approach to procurement as the most effective model for driving bottom-line savings and process efficiencies.
Among the new contracts signed in 2004 were eight agreements for comprehensive procurement management or outsourcing services, including those with new customers Avaya, Cooper Cameron Corp., Greif, Inc., Universal Packaging Corp., and Vought Aircraft Industries, Inc. In addition, extensions were signed with a number of long-term customers such as Crown, Cork & Seal, Delta Air Lines, Indalex and Nordstrom.
"In 2004 ICG Commerce quantifiably distinguished itself as the leader in procurement-BPO with strong performance in customer acquisition,” said Edward H. West, chairman and CEO of ICG Commerce. “Our differentiated and comprehensive offering combined with external market factors have helped bring the procurement business process to the fore, elevating it from a back office function to a key business performance driver.” West added, “Further to the additions we’ve made on the customer front, we continue to add to our team of experts, most notably through the addition of Michael Zisman, former vice president, corporate strategy at IBM and current ICG Commerce and Internet Capital Group board member."
Due to the number of multi-year customer relationships secured in 2004, the value of ICG Commerce's services backlog (the value of all remaining contracted revenue) grew in excess of 175% throughout the year. Key market factors contributing to the company's growth included continued strong demand for overall cost reduction across industries and an increasing focus on core competencies. "Over the past few years, corporations in the U.S. and Europe began, in earnest, outsourcing major but non-core business processes, such as procurement, finance and accounting and human resource management," said Zisman. "This allows companies to focus on their core-competencies and benefit from the focus, expertise and cost effectiveness of others."
These factors continue to drive procurement-BPO growth as organizations increasingly realize that procurement transformation is an important vehicle for battling pressures on the purchase of indirect and direct materials, which in turn, impact product costs and profit margins.
"Recently, we have seen an increased appreciation at the senior executive level for the power of the procurement function to improve business performance," said Zisman. "Although procurement software alone automates some of the necessary processes, it severely understates the full savings potential of a proactive effort to improve overall procurement operations. The market is beginning to recognize the leadership role outsourcing can play in that process."
Impacting results more directly than external market forces was the company's model, which focuses exclusively on driving results through comprehensive procurement transformation. The ICG Commerce approach marries deep purchasing category expertise; process and operations specialists; and a comprehensive but flexible technology platform to build and execute programs that produce sustainable and measurable savings for customers year after year.
According to research published last year by analyst firm Nelson Hall, ICG Commerce currently leads the procurement-BPO industry in market share. In 2004, the company also earned recognition from both the Outsourcing Center and Forbes magazine as a leader in procurement outsourcing, which many have proclaimed to be the fastest-growing BPO segment.
Continuing to innovate, ICG Commerce made several infrastructure and organizational enhancements over the course of the year, including the unveiling of a Procurement Center of Excellence at the company’s new headquarters outside Philadelphia. Dozens of customers, prospects and industry experts have visited the center over the past six months to learn best practices and gain an inside look at the team managing transactions and purchasing activities on behalf of many of the world’s leading companies.
FOR IMMEDIATE RELEASE
FOR MORE INFORMATION CONTACT:
Jolie Newman John Willmott
Jolie Newman & Associates NelsonHall
+1 407 677 8404 +44 1753 701015
jolie.newman@nelson-hall.com john.willmott@nelson-hall.com
NelsonHall Forecasts Nascent Procurement BPO Market
To Grow By CAGR of 26 Percent
WASHINGTON & LONDON (May 24, 2004) — BPO market research firm NelsonHall today announced that the current worldwide market for procurement BPO is just $200 million, and is expected to reach $640 million by 2008 (CAGR 26 percent.)
Said John Willmott, founder of NelsonHall, “While there have been published announcements of large market size and growth figures for procurement services, the reality is that most contracts are still based on a mix of consulting and applications hosting. Very few of them include more than minimal procurement process handling, such as requisitioning. True procurement BPO services are currently at the embryonic stage, but on the evidence of several landmark contracts signed in 2003 and early 2004, we see the market for indirect procurement BPO services starting to take off in the next two years.”
Early Adopters Show the Way in Procurement BPO Market
At present, procurement BPO activity is piecemeal, with organizations outsourcing specific indirect spend categories, such as technology and office supplies and contract labor. However, within the last 12 months, multi-national organizations such as WorldWide Technology, Deutsche Bank, Avaya and Goodyear Dunlop Europe have signed outsourcing contracts for the management of part or all of their indirect spend, and the success of these foundation contracts will determine the rate of take-up by the rest of the market.
Said Willmott, “The Chief Procurement Officers of major multi-nationals are beginning to view procurement BPO as a complementary activity to in-house and procurement consulting activities. Some organizations lack the coordinated procurement capabilities to execute their sourcing strategies, and decentralized procurement functions often need an external provider to assist migration to a centralized function and to enforce in-house procurement compliance. We anticipate these emerging drivers will significantly expand the market for procurement BPO.”
Cost Reduction Remains the Primary Market Driver, But Others Emerge
Organizations adopting procurement BPO are primarily expecting a reduction in procurement costs, typically of between five and 10 percent. Secondary expected benefits include improving management of compliance across the organization, immediate return on investment (ROI), improved spend management, improved access to goods and services (e.g. temporary labor), and access to expertise, technology and best practices unavailable in-house.
The principal indirect spend categories currently being outsourced are IT, business travel, telecommunications, contract labor, and office supplies and equipment. Growing areas include professional services (e.g. legal services), marketing, and MRO (maintenance, repair, and operations.)
The high-tech/manufacturing and financial services sectors show most procurement BPO activity globally, with the consumer packaged goods (CPG) sector likely to emerge in the near future.
No Clear Leaders Yet in Supply-Side of Procurement BPO Market
With the market still in its infancy, there are no clear leaders in the supply of procurement BPO services. The supplier landscape is currently populated by a few “pure play” BPO vendors such as Xchanging and Exult, niche procurement BPO vendors such as ICG Commerce, and a number of global IT services vendors including Accenture, Capgemini, EDS and IBM Global Services, who are developing their service offerings. There is also evidence of software vendors beginning to develop managed services offerings through acquisition (e.g. Ariba’s acquisition of Alliente.)
The larger vendors are typically targeting Global 500 companies, with indirect spend of over $1 billion, that need to centralize their procurement function. Thereafter, vendors will target mid-market companies which can gain the benefits of aggregation by being served from the same delivery center as the larger clients.
Over the next two years vendors will jostle for position, likely resulting in the acquisition of smaller niche procurement vendors by the global services vendors as market demand picks up.
Winning Suppliers Will Combine Cost Benefits with Process Excellence
Suppliers operating in this embryonic market face a number of challenges, including initial market caution, access to C-level executives, and the need to articulate a clear value proposition that emphasizes operational benefits beyond cost reduction – such as improved supplier management, improved compliance management and access to procurement expertise. The winning suppliers will be those who can offer the right mix of long-term cost savings, operational excellence, and attractive pricing models.
About NelsonHall
Based in the U.K. with offices in the U.S., NelsonHall provides buy-side and sell-side organizations with deeper research and analyses in front office, mid-office and back office BPO than any other research firm in the world. The company’s subscription-based model provides subscribers with robust market analyses, case studies, vendor assessments, contract analyses, market reports and access to a content-rich BPO contracts database. The firm covers a wide range of industries including financial services, government and utilities sectors, and tracks worldwide and regional BPO activity. NelsonHall’s home page is www.nelson-hall.com.
Wie Ihr seht, bedient die Internet Capital-Beteiligung ICGCommere ein Nische, der Umsatz dürfte in 2004 bei 30 Millionen gelegen haben. Nach dem obigen Bericht bestehen gute Chancen. Wenn ICGCommerce mit dem Markt wächst, könnten das in 2008 105 Millionen sein. Das sind für mich schon wundervolle Wachstumsraten, auch wenn das vielen Rein-Raus-Zockern schlicht und einfach zu viel Geduld abverlangt. Zumindest ich habe diese Geduld.
wo Internet Capital 40% hält, wird durch die folgenden Übernahme besonders deutlich. Dabei ist Double Click eine Online-Marketing-Gemischt warenladen, während Linkshare auf den Bereich des Affiliate Marketings fokusiert ist, das führende Unternehmen in diesem Bereich ist und sehr viel höhere Umsatzrenditen haben dürfte.
Hellman & Friedman to Acquire DoubleClick
Monday April 25, 7:01 am ET
Hellman & Friedman to Acquire DoubleClick Inc. for About $1.1 Billion
SAN FRANCISCO (AP) -- DoubleClick Inc., which places online ads for other businesses, is being acquired for about $1.1 billion by San Francisco-based private equity firm Hellman & Friedman LLC.
DoubleClick, headquartered in New York, announced an acquisition agreement on Sunday which is expected to be completed in the third quarter.
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DoubleClick stockholders will receive $8.50 for each share of DoubleClick common stock, representing a 10.6 percent premium over the average closing price of DoubleClick's stock for the last 30 trading days. But the price is below Friday's close of $8.57 a share for DoubleClick, whose shares have risen sharply in recent days on takeover speculation.
San Diego-based venture capital firm JMI Equity is also investing in the deal.
"This transaction provides great value to our stockholders and underscores the strength of our industry-leading position and DoubleClick's business model," said DoubleClick's chief executive officer Kevin Ryan, who will step down.
Philip Hammarskjold, managing director of Hellman & Friedman, said he looks forward to partnering with the DoubleClick team "to help realize the company's significant opportunities for growth in both its online advertising and marketing and data businesses."
David Rosenblatt will continue to oversee the TechSolutions division as its CEO, and Brian Rainey will continue to lead the DataSolutions division as its CEO.
"This is a great outcome for our customers, shareholders and employees," said Rosenblatt, who is currently president of DoubleClick.
The deal has been approved by DoubleClick's board but is subject to approval by DoubleClick shareholders, federal regulators and the closing of debt financing arrangements.
Hellman & Friedman LLC is based in San Francisco and has invested in about 50 companies since its founding in 1984, including media, software, information services, financial services, energy, and professional services businesses.
JMI Equity has focused on investments in the software and business services industries since its founding in 1992.
Avaya and ICG Commerce's Procurement Outsourcing Relationship Named Finalist In Outsourcing Center's Prestigious 2005 Awards
Monday April 25, 8:00 am ET
- Relationship Recognized as Model for Optimal Customer/Provider Collaboration Due to Its Overall Success with Regard to Cost Savings and Business Process Excellence
PHILADELPHIA, April 25 /PRNewswire/ -- ICG Commerce, a leading procurement services provider, today announced that its relationship with global communications leader Avaya Inc. (NYSE: AV - News), has been named a finalist in the Outsourcing Center's 2005 Outsourcing Excellence Awards. Sponsored in part by Everest Group and Forbes, the annual awards program evaluates nominated buyer and service provider outsourcing relationships and publicly honors the seven most outstanding in the world. This year's judging panel recognized the Avaya/ICG Commerce relationship as a finalist based on its ongoing, dynamic interaction and overall relationship aspects.
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The Avaya/ICG Commerce relationship focuses on driving efficiencies and cost savings across a majority of Avaya's indirect buying categories. ICG Commerce provides a comprehensive infrastructure of technology, category experts and process specialists to manage a broad spectrum of procurement processes including strategic sourcing, savings implementation, purchase-to-pay transaction processing, and on-going category management. Through this expansive approach, including the implementation and ongoing management of optimal supplier contracts, ICG Commerce and Avaya drive meaningful and measurable savings on Avaya's purchased goods and services.
"We are very pleased to see that the Outsourcing Center has recognized the value being generated through the Avaya/ICG Commerce outsourcing partnership," said Jason Gilroy, vice president of Procurement Outsourcing for ICG Commerce. "This recognition is indicative of the experience that both companies' have in outsourcing procurement, the operating environment, which ensures ongoing measurement and communication, and the companies' joint commitment to success."
The winners of the Outsourcing Excellence Award will be honored at an "Oscars of Outsourcing" ceremony at the Sourcing Interest Group's spring conference in May, as well as recognized in future issues of Forbes and Outsourcing Journal. For more information about the awards program, please visit http://www.outsourcing-awards.com .
About Avaya
Avaya Inc. ( http://www.avaya.com ) designs, builds and manages communications networks for more than 1 million businesses worldwide, including 90 percent of the Fortune 500®. Focused on businesses large to small, Avaya is a world leader in secure and reliable Internet Protocol (IP) telephony systems and communications software applications and services. Driving the convergence of voice and data communications with business applications -- and distinguished by comprehensive worldwide services -- Avaya helps customers leverage existing and new networks to achieve superior business results.
About ICG Commerce, Inc.
ICG Commerce ( http://www.icgcommerce.com ) is a leading Procurement Services Provider exclusively focused on helping companies buy more effectively and efficiently in order to reduce costs significantly and continuously. The company offers an unmatched combination of process and category expertise and hosted technology to deliver Sourcing, Purchase-to-Pay Processing and Procurement Outsourcing Services. ICG Commerce Inc., a privately held company founded in 1992, is a member of Internet Capital Group's (Nasdaq: ICGE - News) network of partner companies and has been honored as a Forbes Best of the Web: B2B and Supply and Demand Chain Executive 100 company as well as had its executives recognized among the Supply and Demand Chain Executive "Pros to Know".
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Source: ICG Commerce, Inc.
by: tradforprofit
Long-Term Sentiment: Buy 04/24/05 04:01 pm
Msg: 231818 of 231824
The web sites of the core companies of ICGE contain more information than is usually revealed in the Yahoo message board headlines.
It would be interesting if those who contribute to this message board would follow these sites more carefully and comment on the
content which they read. Those with expertize in a particular area might be able to elaborate on the possible significance of that material to the future of ICGE.
Zunächst einmal hat er recht damit, dass kaum noch etwas, was früher sehr viel häufiger der Fall war, von den Kernbeteiligungen auf Yahoo veröffentlicht wird - da ist sicher kein Zufall, sondern gezielt gehandhabt. Der Ami hat recht, dass man bei einigen Kernbeteiligungen selbst etwas mehr erfährt. Wo der Ami irrt ist, dass die Kernbeteiligungen gut informieren. Einige, wie z.B. GoIndustry halten gezielt jede Information zurück, Linkshare ist da nicht viel besser. Bei Linkshare kann man sich aber die Informationen aus der Kommunikation mit den Merchants und Affiliates auf sehr mühsame Weise zusammensetzen. Für mich ist inzwischen klar, dass hier mit Einverständnis der Unternehmensleitung soviel wie möglich Informationen, vor allem positive zurückgehalten werden. Man testet hier m.E. das von der SEC erlaubt maximal aus. Das geht vor allem deshalb so gut, weil die Beteiligungen Private Helds sind. Als langfristiger Anleger hätte ich nichts dagegen, wenn dies geschieht, damit wie im Februar geschehen der CEO und CFo billig nachkaufen können. Weniger positiv würde ich es siehen, wenn hier eine Übernahme vorbereitet wird, die den Übernehmenden nicht zu teuer kommen soll. Denn auch bei 10 oder 15 Dollar ist Internet Capital verschenkt. Eine gewisse Sicherheit sehe ich hier im Anteil der Institutionals in Höhe von 45%, die sich sicher nicht über den Löffel balbieren lassen.
Gute Nachrichten zu den Beteiligungen werden momentan bewusst unterdrückt. Nur wenn man gar nicht mehr anders kann, wie zum Beispiel im nachfolgenden Beispiel, und man davon an anderer Stelle gelesen hätte (z.B. bei der Preisverleihung), lässt man etwas raus. Denn hätte man das verschwiegen, wäre das bewusste Zurückhalten positiver Nachrichten zu offensichtlich gewesen. Dass trotz dieser guten Nachrichten die Kurse heute leicht sinken, war mir klar, als ich die Nachricht und die Beteiligung, über die berichtet wurde, las. Ich kenne keinen einzigen Fall von vielleicht zwanzig, wo positiv über ICGCommerce berichtet wurde, der nicht von massivem Shortselling begleitet war. Auf kurze Frist war diese Strategie des von mir vermuteten Hedge auch fast immer erfolgreich - es gelang ihm die Nachricht kursmäßig zu neutralisieren. Da die gute Nachricht aber natürlich existiert, sollte man die Geschenke des Hedge annehmen und ihm die Aktien, die er selbst noch nicht hat, aber verkauft, zu den günstigen Preisen abkaufen.
Hier das Beispiel, das meine These belegt (kompletten Texte siehe weiter oben)
Avaya and ICG Commerce's Procurement Outsourcing Relationship Named Finalist In Outsourcing Center's Prestigious 2005 Awards
Monday April 25, 8:00 am ET
Relationship Recognized as Model for Optimal Customer/Provider Collaboration Due to Its Overall Success with Regard to Cost Savings and Business Process Excellence
PHILADELPHIA, April 25 /PRNewswire/ -- ICG Commerce, a leading procurement services provider, today announced that its relationship with global communications leader Avaya Inc. (NYSE: AV - News), has been named a finalist in the Outsourcing Center's 2005 Outsourcing Excellence Awards.
Selbst unter Berücksichtigung der momentan miserablen Preise für kleine Inet, wie zum Beispiel auch die Bewertung des IPO Fastclick zeigt, ergibt sich noch eine Unterbewertung von Internet Capital um 50% - eine Verdoppelung ist selbst unter den momentanen schlechten Marktbedingungen auf 12 Dollar realistisch. Bei einer Besserung der Marktbedingungen, die sich auch sehr schnell ergeben kann, sind dann 20 Dollar das nächste Ziel.
Shortselling-Spielchen konnte Libuda heute auf Island erleben. Da stand fast zwei Stunden bei 6,10 ein Verkauf zu 5.000 Stück als Drohkulisse - aber so viel wollte der Hedge aber nie verkaufen. Als sich der Kurs diesem Kurs näherte verschwand der Auftrag unerfüllt, wie schon tausendmal geschehen.
Dies zeigt uns, dass ohne die Aktionen der Shortseller bzw. des Shortseller Angebot und Nachfrage erst bei wesentlich höheren Kursen zur Deckung kämen. Für noch nicht Investierte, die Käufe planen, kann das nur heißen: ZUSCHLAGEN!
Gehandelte Stückzahlen sind seit dem Rückgang des Kurses von acht auf sechs Dollar massiv geschrumpft. Da gleichzeitig das Shortselling mit fast 3.000.000 Stück nie dagewesene Rekordstände hat, kann man sich den Kursrückgang neben dem allgemeinen Rückgang der Internetwerte recht gut erklären. Von Verkaufsdruck also weit und breit keine Spur. Bei einem Tagesumsatz von meist nur noch 200.000 Stück würde es also 15 Tage dauern bis die Shortseller ihre leer verkauften Stücke hätten - und dabei müsste ausschließlich an die Shortseller verkauft werden.
26-Apr-05 6.06 6.18 5.96 6.18 205,500 6.18
25-Apr-05 6.00 6.13 5.89 6.13 279,400 6.13
22-Apr-05 5.85 6.01 5.84 5.97 534,100 5.97
21-Apr-05 5.88 5.95 5.75 5.88 289,000 5.88
20-Apr-05 5.89 5.98 5.80 5.88 148,100 5.88
19-Apr-05 5.96 6.06 5.80 5.90 378,500 5.90
18-Apr-05 5.74 6.00 5.70 5.95 302,900 5.95
15-Apr-05 5.83 5.88 5.70 5.80 428,300 5.80
14-Apr-05 5.97 6.00 5.68 5.85 717,500 5.85
13-Apr-05 6.13 6.25 5.90 6.00 737,300 6.00
12-Apr-05 6.32 6.33 6.10 6.14 687,600 6.14
11-Apr-05 6.34 6.43 6.20 6.32 270,600 6.32
8-Apr-05 6.63 6.69 6.39 6.40 157,500 6.40
7-Apr-05 6.70 6.84 6.60 6.65 110,200 6.65
6-Apr-05 6.49 6.80 6.45 6.66 187,600 6.66
5-Apr-05 6.59 6.85 6.40 6.52 251,100 6.52
4-Apr-05 6.61 6.69 6.33 6.52 597,500 6.52
1-Apr-05 7.08 7.12 6.59 6.72 347,200 6.72
31-Mar-05 7.00 7.07 6.87 7.02 184,500 7.02
30-Mar-05 6.88 7.08 6.85 7.07 196,100 7.07
29-Mar-05 7.15 7.26 6.92 6.93 214,200 6.93
28-Mar-05 7.16 7.29 7.07 7.21 229,700 7.21
24-Mar-05 7.03 7.23 7.00 7.21 199,200 7.21
23-Mar-05 7.26 7.40 6.87 7.05 348,200 7.05
22-Mar-05 7.22 7.43 7.22 7.35 183,200 7.35
21-Mar-05 7.20 7.29 7.14 7.29 278,000 7.29
18-Mar-05 7.31 7.46 7.24 7.26 342,400 7.26
17-Mar-05 7.49 7.54 7.30 7.42 283,900 7.42
16-Mar-05 7.50 7.54 7.32 7.48 267,800 7.48
15-Mar-05 7.64 7.85 7.25 7.60 362,400 7.60
14-Mar-05 7.86 7.87 7.59 7.69 177,500 7.69
11-Mar-05 7.57 7.74 7.57 7.72 211,100 7.72
10-Mar-05 7.59 7.80 7.45 7.65 408,600 7.65
9-Mar-05 8.01 8.14 7.57 7.65 435,000 7.65
8-Mar-05 8.09 8.16 8.00 8.05 463,400 8.05
7-Mar-05 8.07 8.14 8.01 8.05 241,600 8.05
4-Mar-05 7.92 8.09 7.92 8.00 219,200 8.00
3-Mar-05 8.19 8.19 7.89 8.01 331,000 8.01
2-Mar-05 8.26 8.30 8.07 8.08 329,600 8.08
1-Mar-05 8.32 8.64 8.27 8.35 844,600 8.35
28-Feb-05 8.00 8.55 7.98 8.32 1,019,100 8.32
25-Feb-05 7.80 8.07 7.75 8.04 842,100 8.04
24-Feb-05 7.18 7.77 6.96 7.77 955,300 7.77
23-Feb-05 7.01 7.20 7.01 7.07 380,100 7.07
22-Feb-05 7.35 7.47 6.96 6.97 556,500 6.97
18-Feb-05 7.45 7.53 7.21 7.43 444,800 7.43
17-Feb-05 7.81 7.88 7.45 7.45 434,800 7.45
16-Feb-05 8.01 8.01 7.70 7.83 257,900 7.83
15-Feb-05 8.10 8.17 7.83 7.90 804,300 7.90
14-Feb-05 7.83 8.10 7.80 8.09 384,800 8.09
11-Feb-05 7.60 8.00 7.57 7.90 531,000 7.90
10-Feb-05 7.67 7.73 7.61 7.65 836,000 7.65
9-Feb-05 7.75 7.88 7.72 7.73 758,000 7.73
8-Feb-05 7.64 7.80 7.57 7.75 566,100 7.75
7-Feb-05 7.75 7.81 7.60 7.64 163,100 7.64
4-Feb-05 7.71 7.82 7.55 7.75 421,000 7.75
3-Feb-05 7.19 7.65 7.16 7.64 461,700 7.64
2-Feb-05 7.30 7.45 7.19 7.27 1,521,700 7.27
1-Feb-05 7.51 7.80 7.28 7.42 521,100 7.42
31-Jan-05 7.59 7.87 7.52 7.52 439,200 7.52
28-Jan-05 7.72 7.73 7.45 7.63 313,800 7.63
27-Jan-05 7.91 7.99 7.67 7.69 290,600 7.69
26-Jan-05 7.67 7.91 7.67 7.81 302,300 7.81
25-Jan-05 7.64 8.31 7.43 7.73 1,458,300 7.73
24-Jan-05 8.02 8.10 7.58 7.64 974,100 7.64
21-Jan-05 8.30 8.50 7.92 8.02 1,048,100 8.02
Ich meine, man sollte dem Eindecken der Shortseller zuvorkommen. Nicht nur wenn alle auf einmal aus einem Saal flüchten, gibt es Blutspuren, sondern auch wenn alle auf einmal hineinwollen - ich meine bei den Shortsellern.
macht es nicht nur allein, aber vergrößert die Vervielfachungschancen. Deshalb sollte man die noch einmal nachgebesserten Angebote der Shortseller nutzen. Denn vermutlich ist es bis zum dem im folgenden Text genannten Datum zu spät.
April 28, 2005 09:15 AM US Eastern Timezone
NYSSA Presents 2005 New Internet Leaders: Emerging Technology Small Caps
NYSSA's 2005 New Internet Leaders Conference
NEW YORK--(BUSINESS WIRE)--April 28, 2005--The New York Society of Security Analysts (NYSSA) will present its 2005 New Internet Leaders: Emerging Technology Small Caps Conference on May 26, 2005.
Many tasks that are integral to work and personal life--shopping, banking, dating, research, and others--are done online. Although a few years ago the Internet industry was in a shambles, its influence on society and business has not lessened. Since the end of 2003, the Internet has been one of the best-performing market sectors.
This conference will provide a unique forum in which to study emerging small- and mid-cap Internet companies that have solid business and financial fundamentals. Each company featured is a leader in its category--profitable, and experiencing significant growth in revenues and/or earnings.
The following companies are presenting: CyberSource (Nasdaq: CYBS); 8x8, Inc. (Nasdaq: EGHT); GuruNet Corporation (AMEX: GRU); Internet Capital Group (Nasdaq: ICGE); I-Sector Corporation (AMEX: ISR); Pacific Internet (Nasdaq: PCNTF); The SCO Group (Nasdaq: SCOX); and S1 Corporation (Nasdaq: SONE).
The conference will be held on May 26, 2005, 8:00 a.m. to 4:30 p.m., at the Harvard Club, 27 West 44th Street, New York, NY. Early registration by May 12, $195 NYSSA members, $295 nonmembers. Prices $70 higher after May 12. Registration deadline is May 19. No charge for press with credentials. A complete agenda is available at http://www.nyssa.org/Temp late.cfm?Section=calendar &template=/ ContentManagement/Content Display.cfm&ContentID=492 1. (Due to its length, this URL may need to be copied/pasted into your Internet browser's address field. Remove the extra space if one exists.)
About NYSSA
NYSSA, established in 1937, is the premier independent forum for the exchange of information among investment decision-makers. A not-for-profit educational organization with over 9,000 members, NYSSA is committed to the promotion of best practices and the highest professional and ethical standards in the investment industry. NYSSA is the largest of the more than 127 societies worldwide that make up CFA Institute, which has more than 70,000 members.
Contacts
The New York Society of Security Analysts
Dawn Cavalieri, 212-541-4530, ext. 20
DawnC@nyssa.org
Die vorstehende Aussage triftt auf Internet Capital exakt zu: "This conference will provide a unique forum in which to study emerging small- and mid-cap Internet companies that have solid business and financial fundamentals." Denn wir haben ein unter Berücksichtigung des Kassenbestandes schuldenfreies Unternehmen mit einer Reihe von Beteiligungen, die in der Gewinnzone arbeiten.
http://www.linkshare.com/rc/DD_cp_042505.shtml
http://www.computerjobs.com/homepage.aspx