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    eröffnet am 29.05.00 18:31:43 von
    neuester Beitrag 11.01.02 12:56:13 von
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     Ja Nein
      Avatar
      schrieb am 29.05.00 18:31:43
      Beitrag Nr. 1 ()
      Mr. Jamie Kigggen von der US-Investmentbank Donaldson.
      Der Wert verdiene eine weitaus höhere Bewertung.Diese bieten eine Software an, bei der der Werbende nur zahlen muß wenn der Link angeklickt wird. Eine aussichtsreiche Software für einen Werbe-Onlinevermarkter.
      Man bedenke, daß der Wert von seinem ATH von 80 EURO, z.ZT. für 10 Euro zu haben ist.
      Am besten über Berlin ordern.
      Avatar
      schrieb am 31.05.00 14:45:28
      Beitrag Nr. 2 ()
      Wirklich ein Hammertip. Thanx!
      Avatar
      schrieb am 12.06.00 19:19:36
      Beitrag Nr. 3 ()
      Auf der Homep. wird endlich mal verstaendlich erklaert wie ihr Produkt aussieht, funktioniert und was man sich unter BeFree vorstellen muss. Ich habe mal klein angefangen und 100 Stck gekauft. Die Kundenliste mit Namen wie IBM und AOL haben letztendlich den Ausschlag gegeben. Pushen kann man den Wert nicht von D aus aber er koennte etwas bekannter werden - die Umsaetze machen es einem recht schwer bzw. teuer, welche zu bekommen.
      Avatar
      schrieb am 12.06.00 21:54:49
      Beitrag Nr. 4 ()
      Kann mal einer ein paar Fundamentaldaten posten? Macht be free mittlerweile Gewinn? Was für Wachstumsprognosen existieren etc.? Für Infos wäre ich dankbar!


      Gruß Gnagster!
      Avatar
      schrieb am 15.06.00 12:14:22
      Beitrag Nr. 5 ()
      Hy Gangster, ich bin auch erst seit Kurzem in BFRE aber sowohl der Chart als auch das Konzept gefallen mir gut.
      Internetwerbung, die nur bei Erfolg bezahlt wird, ist eine recht gewagte Idee. Wenns aber erstmal laeufft kaum zu schlagen.

      Ich habe hier gerade mal eine Gewinnentwicklung fuer die naechste Zeit gefunden:

      Chase H&Q issued a Daily Notes Report on April 26, 2000 for Be Free, Inc..

      On April 26, 2000 Chase H&Q analyst James Pettit issued a 6 page Daily Notes Report on Be Free, Inc. Report highlights: `The 2000 and 2001 EPS
      estimates were raised to ($0.35) from ($0.57) and to ($0.26) from ($0.49) per share, respectively, to reflect the strength of the quarter. The company
      reported 1Q00 EPS of ($0.07) versus ($0.10) in the year-ago period. A BUY rating was maintained.`

      Report No.: F0134126

      Irgendwie fehlen da meiner Meinung nach die Minuszeichen, sonst machts keinen Sinn. Insgesamt hat BFRE allerdings die Erwartungen bislang deutlich uebertroffen.
      Wenn man sich den Kursverlauf dieser Woche anschaut ist man etwas irritiert. Lauffend kommen Meldungen ueber Neue Kunden und doch gehts abwaerts.
      Allgemein gehen Befuerchtungen um, dass der Kurs weiter abfallen koennte wenn Ende dieses und des naechsten Monats die Sperrfrist fuer den Vorstand auslaeufft.
      Ich bin selber in einem Optionsprogramm und habe auch dieses fragwuerdige Datum bereits bei anderen Unternehmen verstreichen sehen. Aus meiner Erahrung kann ich sagen, dass
      ach einem 80% Kursabfall, oder Konsolidierung wie man seit Januar sagt, keiner seine Aktien verkauft. Nicht wenn die Auftragslage gut ist, und es sieht sehr stark danach aus. Die Jungs von
      BFRE habe sicher kein Interesse im derzeitigen Umfeld den Kurs noch unnoetig zu druecken.
      Waere gut wenn wir hier den Bekanntheitsgrad von BFRE etwas steigern koennten.
      Gruss alex

      Trading Spotlight

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      Avatar
      schrieb am 03.08.00 15:31:57
      Beitrag Nr. 6 ()
      Hi Alec!

      Es ist scheinbar genau der Fall eingetroffen, daß der Vorstand und Altaktionäre mit Ablauf der Sperrfrist im großen Stil aus der eigenen Firma ausgestiegen sind, oder hast Du andere Erklärungen für den rapiden Kursverfall?

      Liebe Grüße, Valentina
      Avatar
      schrieb am 03.08.00 21:44:13
      Beitrag Nr. 7 ()
      Nabend auch,
      Tja- wie ich es hasse, immer recht zu behalten :)

      Ich habe bei 6USD nochmal nachgekauft und werde mich auf mindestens drei Monate Wartefrist einrichten. Mit etwas Glueck kommt man in diesem Jahr nochmal ueber 7-8 Euro. Grosses Psitivum ist der Cashbestand vom 180 Mio USD. Und aufmunternd ist auh, dass auch noch so manch ein Analyst die Story fuer gut haelt.
      z.B.:

      Dain Rauscher Wessels Announces Best Stock Ideas for Second Half of 2000

      WEDNESDAY, AUGUST 2, 2000 4:18:00 PM EST
      MINNEAPOLIS, Aug 2, 2000 (BUSINESS WIRE) -- Dain Rauscher Wessels today announced its top stock picks for the second half of 2000, a list encompassing more than 60 stocks from the division`s research universe of more than 400 companies.

      Companies included on the Best Ideas list are as follows:
      Anadarko Petroleum Corporation APC
      Avanex Corporation AVNX
      BEA Systems BEAS
      Be Free, Inc. BFRE
      Brocade Communications Systems, Inc. BRCD
      Barrett Resources Corporation BRR
      Cadence Design Systems, Inc. CDN
      Concord EFS, Inc. CEFT
      Cerner Corporation CERN
      CacheFlow Inc. CFLO
      Chordiant Software, Inc. CHRD
      Chieftain International, Inc. CID
      CIENA Corporation CIEN
      CheckFree Holdings Corporation CKFR
      CMGI, Inc. CMGI
      Cox Communications, Inc. COX
      Enron Corporation ENE
      El Paso Energy Corporation EPG
      Exodus Communications, Inc. EXDS
      Ford Motor Company F
      Guidant Corporation GDT
      iBasis, Inc. IBAS
      Immunex Corporation IMNX
      Invitrogen Corporation IVGN
      Interwoven Inc. IWOV
      Liberate Technologies LBRT
      Allscripts, Inc. MDRX
      Medarex, Inc. MEDX
      MIPS Technologies, Inc. MIPS
      Multex.com, Inc. MLTX
      Murphy Oil Corporation MUR
      Nabors Industries, Inc. NBR
      Netcentives Inc. NCNT
      Natural MicroSystems Corporation NMSS
      Netro Corporation NTRO
      Nuance Communications NUAN
      NEXTLINK Communications, Inc. NXLK
      Outback Steakhouse, Inc. OSI
      P.F. Chang`s China Bistro, Inc. PFCB
      Pfizer Inc. PFE
      Proxicom, Inc. PXCM
      Rational Software Corporation RATL
      Royal Dutch Petroleum Company RD
      REMEC, Inc. REMC
      Transocean Sedco Forex RIG
      RadioShack Corporation RSH
      RadiSys Corporation RSYS
      Rent-Way, Inc. RWY
      Sanmina Corporation SANM
      Scient Corporation SCNT
      Siebel Systems, Inc. SEBL
      Stone Energy Corporation SGY
      Silicon Image, Inc. SIMG
      Sirius Satellite Radio, Inc. SIRI
      Silicon Valley Bancshares SIVB
      St. Jude Medical, Inc. STJ
      TCF Financial Corporation TCB
      TriQuint Semiconductor Inc. TQNT
      Turnstone Systems, Inc. TSTN
      VeriSign, Inc. VRSN
      Virata Corporation VRTA
      Wells Fargo & Company WFC
      Yahoo! Inc. YHOO

      Institutional investors interested in receiving more information about the above companies should contact their Dain Rauscher Wessels salesperson.

      The Dain Rauscher Wessels division includes equity research, equity trading, institutional equity sales and corporate finance. The division`s 36 analysts focus on five industries: consumer, energy, services, health care and technology. Currently, the analysts follow more than 400 companies. The division, which employs 350 people, has offices in Austin, Texas; Boston; Chicago; Dallas; Houston; Menlo Park, Calif.; Minneapolis; New York City; Paris; San Francisco; Seattle; and Tel Aviv, Israel(a).

      Minneapolis-based Dain Rauscher Incorporated provides investment services to individual investors and small businesses through offices in 26 predominantly western states, investment banking services to corporations and municipalities nationwide, and trade clearing and settlement services to non-affiliated broker-dealers throughout the United States and abroad. Dain Rauscher Incorporated, one of the nation`s largest full-service securities firms, is a member of the New York Stock Exchange and other major securities exchanges, as well as the Securities Investor Protection Corp. Dain Rauscher Corporation, its holding company, trades on the New York Stock Exchange under the symbol DRC. The company`s headquarters are located at Dain Rauscher Plaza, 60 S. Sixth St.

      http://www2.marketwatch.com/news/article.asp?doctype=2000&va…

      Viel Spass mit dem Eintippen des Links.
      Ich wage nichtmalmehr zu behaupten, dass wir schon den Boden gefunden haben. 5 USD war der Buchwert, aber wen interessierts?
      Gruss alex
      Avatar
      schrieb am 04.08.00 16:23:00
      Beitrag Nr. 8 ()
      Hi Alex!

      Da befindet sich Be Free aber auf einer exquisiten Liste. Zumindest Verisign, Avanex, Immunex, Exodus, Ciena, Silicon Image und Siebel befinden sich auch auf meiner Watchlist. Sind 5 US-Dollar wirklich der Buchwert je Aktie. Wenn das stimmt, kann man mit einem Einstieg wohl wirklich nicht mehr viel falsch machen. Ich werde die Entwicklung an der Nasdaq in der nächsten Woche noch abwarten und es mir dann überlegen.

      Liebe Grüße, Valentina
      Avatar
      schrieb am 05.08.00 17:26:14
      Beitrag Nr. 9 ()
      Dier Yahoo-Statistk ist zwar immer nur ein Richtwert, aber hier wird der Buchwert mit 6 USD angegeben. Hey - lass es 10 USD sein. Wir reden von einm Internettitel. Naechste Grenze waere dann 2.86 USD was dem derzeitigen Cashbestand/share entsprchen wuerde.
      Fahre eine Woche in Urlaub. Vielleicht findest Du ja noch ein paar andere nicht be free of BeFree sein wollen. Der Freitag hat ja etwas hoffnung gegeben.
      Gruss alex
      Avatar
      schrieb am 15.08.00 22:21:48
      Beitrag Nr. 10 ()
      Noch Fragen Valentina

      nicht mehr lange und wir haben die 2.86
      Ich habe mein Geld abgeschrieben. Einen Boden kann ich nicht erkennen. Das naechste wir ein Law suit gg BFRE sein. 6000 Takken in den Sand gesetzt. Sometimes you win, sometimes you don´t. Kann nur derzeit keinen empfehlen einzusteigen und allen die bottomfishingmaessig eingestiegen sind wurde ich verkauf empfehlen. Sag jetzt blos keiner ich waere short. Bei aktien unter 5 USD geht das nicht.
      Nacht alex
      Avatar
      schrieb am 15.08.00 22:27:28
      Beitrag Nr. 11 ()
      HAbe hier noch den NAchruf zu BFRE:

      By James J. Cramer




      How bad can it get? Take a look at this Be Free (Nasdaq: BFRE - news) . Here is a company I actually like. I like the affiliate model because it generates organic growth and Be Free benefits with the growth of e-commerce. You may hate the Net, but e-commerce is growing. Be Free helps companies generate traffic and heaven knows companies want to generate traffic.

      The company is on target to deliver what was expected. Its future is pretty bright. This company will either prevail in its segment, merge with another in the segment, or get a bid from a DoubleClick (Nasdaq: DCLK - news) , which would be nuts not to use its still-bountiful market cap while it has it. But Be Free, the stock, is a real dog. A bow-wow. A total canine. Why is that? Because there are so many shares outstanding. This $5 stock has 60 million shares kicking around out there. That`s massive. People aren`t fooled by the 5-buck price tag. There are a ton of shares out there and given the puny revenue run-rate -- the company reported less than $5 million in revenue for the quarter last week -- the market cap is just too big.

      Worse, much of the stock was purchased at dramatically higher levels. These people don`t want more Be Free. They want to be free of Be Free. They don`t even care that the company reported a good quarter. This company is in e-commerce at a time when e-commerce is about as popular as E. coli.

      So, what do you do if you are in Be Free? To me, you have to wait, and hope, that this stock comes back. The price you have to pay is that you have to look at it on your statement. Some may say that is too high a price. To me that`s wrong: The price has been paid already.

      But you have my sympathies.

      Das ist der Strret.com Artikel der als letzte News zu BFRE zu Buche steht. Eigentlich gar nicht so negativ, aber weisgott nicht positiv.
      Avatar
      schrieb am 17.08.00 11:58:06
      Beitrag Nr. 12 ()
      Be Free ist weder vergessen noch tot! Aber hochriskant!

      Schaut euch den Handelstag in New York vom 15.8. an

      The top five most active stocks in Nasdaq after-hours trading today:

      Cisco Systems - 1.07 million shares
      Intel - 1.05 million shares
      Be Free- 824,500 shares
      WorldCom- 724,100 shares
      Ciena - 617,400 shares

      Be Free wird gehandelt wie blöd!

      Zocker und Shorties, Spekulanten: Alle haben den Wert entdeckt, dafür spricht, daß mit mehr als plus 16% Kursprung Be Free am 16.8. bei Handelsschluß aus dem Rennen ging, und das ohne Neuigkeiten oder Ad-hocs! Nicht ein Fetzen an offizieller Nachricht ging über die PR Drähte.

      Hier geben z.Zt. die Fantasie und die Gerüchteküche den Nährboden für den Run auf BeFree - Vorsicht! Gerüchte pendeln zwischen
      - Geschäftsaufgabe mit folgendem Delisting an der Nasdaq, weil die Venture Capitalist Geber nicht mehr an das Geschäftsmodell glauben und die Notbremse ziehen, bevor alles weg ist: - Exitscenario ist der Aktienverkauf ihrer BeFree Anteile..
      und
      - Aufkauf durch Weiß-der-Teufel-wenn, um dann als weitere Perle in irgendeinen IT-Big Player eingegliedert zu werden. Billig genug ist BeFree ja.

      Es ist immer noch genug Zeit um wieder einzusteigen, wenn der Kurs sich wirklich nachhaltig erholt hat - vielleicht verpasst ihr eine hochspekulative chance auf 100% Gewinn - aber 100% Verlust sind auch drin!

      Noch Warten!

      -megasolar
      Avatar
      schrieb am 17.08.00 16:30:13
      Beitrag Nr. 13 ()
      habe eigentlich bewusst nix zu den 16% Kursanstieg bei 280% Durchschn.Volumen gesagt, weil solche Tage bei diesen verpruegelten Werten halt vorkommen. Ausserdem sollte man zu Deiner After-Hours-Statistik bemerken, dass es sich nicht um Volume sondern um Stuecke handelt. Es wird noch einige hundert Werte gegeben haben bei denen 3 Mio USD nachboerslich umgesetzt wurden. Am Ende kauft noch einer uebereilt.
      Ich glaube natuerlich auch nicht, dass BFRE tot ist, sonst wuerde ich wohl kaum hier rumhacken. Abwarten, denke ich auch. Hier wird billig eingesammelt, und viele wollen sich aus Ihren Einstiegen bei ueber 30 USD raustraden. Da werden wir jeden nur denkbaren psychologischen und charttechnischen Widerstand in den naechsten Wochen antesten und auch regelmaessig am Verkaufsdruck abprallen. Die Spekulationen um ein Delisting sind reines Bashing und lediglich persoenliche Meinung von Boardgurus.
      Long/hold
      gruss alex
      Avatar
      schrieb am 17.08.00 18:33:51
      Beitrag Nr. 14 ()
      Vielleicht interessiert sich ja jemadn fuer die Fondsaktivitaeten um BFRE in den letzten beiden Quartalen. Erklaert etwas die Volumina. Sehe die steigende Fondsbeteiligung insgesamt positiv.

      http://www.insidertrading.com/freestuff/ticker_summary.asp?s…

      Vielleicht erklaert mir ja mal jemand wie man die Links clickable hier reinstellt. Ich bin einfach zu faul die Hilfedatei durhzulesen.
      gruss alex
      Avatar
      schrieb am 17.08.00 21:51:40
      Beitrag Nr. 15 ()
      Nun ja, das ist dann doch auch fuer die Skeptiker recht eindrucksvoll. Schon wieder 300% mehr Volumen und 30% hoch.
      Wenn wir das uebers Wochenede retten koennten saehe die Welt schon wieder etwas anders aus.
      Geht doch nix ueber einen guten Monolog
      Avatar
      schrieb am 17.08.00 22:20:38
      Beitrag Nr. 16 ()
      @Alec
      Ob Stückvolumen oder Geldvolumen - die Tatsache bleibt, daß Be Free an dritter Stelle im Ranking der meistgehandelten Aktien der Nasdaq am fraglichen Tag insgesamt war.

      Was ich doch eigentlich sagen will, ist daß der Handel mit Be Free zur Zeit hochspekulativ ist - mehrere 100% Schwankung werden wir in den nächsten Tagen sicher noch sehen.
      -megasolar
      Avatar
      schrieb am 19.08.00 08:07:04
      Beitrag Nr. 17 ()
      Die letzten 4 Tage machen Mut. Die Umsätze bei be free sind seit genau 4 tagen kontinuierlich hoch (über 2 Millionen Stück), das hatten wir seit Monaten nicht mehr. Es bleibt jetzt zu beobachten, ob der geknackte dreimonatige Abwaertstrend genug Charttechniker anlockt um eine Wende herbei zu führen. Die nächsten 2-3 Handelstage bleiben spannend.
      Avatar
      schrieb am 23.08.00 09:24:41
      Beitrag Nr. 18 ()
      Be Free hat den Turnaround leider wieder nicht geschafft. Die Umsätze konnten sich nur über 4 Tage auf hohem Niveau bewegen. Wirklich schade, ich hätte jede Wette angenommen, daß sie es diesmal schaffen.
      Jetzt werden wir erst einmal wieder die Tiefstkurse um 4 $ sehen.
      Avatar
      schrieb am 25.08.00 10:32:37
      Beitrag Nr. 19 ()
      : My research leads me to believe that internet companies are poor holdings 99% of the time BUT this is one of the only posts I am responding to in a favorable manner. The stock has been on a steady decline since mid February. But isn`t it interesting that it bounced right off the low of $3 3/8 this week. This is very good news from a technical perspective. Trading volume for BFRE almost tripled this week.
      BFRE is the leader in performance marketing and just announced an alliance with Launch Media. BFRE continued its expansion into Europe by signing Lastminute.com as a customer at the end of July.
      Second Quarter earnings show a massive 401% increase in revenue over the same quarter last year. The loss per share dropped to $.08 as oppossed to $.27 last year. Their customer base grew 285% to 420 customers. BFRE is in sound financial condition with $2.60 a share in cash.
      One analyst expects an upside third quarter surprise and has issued a "Strong Buy" on the company with a $40 price target.
      You must be warned that the internet companies are highly speculative investments and you should limit your exposure to a reasonable level of your total investment portfolio. These companies are likely to remain highly volatile until they can begin to show positive earnings. I am going to take a position in BFRE as a direct result of my research to answer your question.
      Avatar
      schrieb am 30.08.00 10:32:42
      Beitrag Nr. 20 ()
      Na, alle von Board gesprungen?
      Sieht doch gar nicht mal so schlecht aus. Seit einer Woche sind wir schoen fest bei 6 USD. Sieht doch so aus als koennte es wieder losgehen. Die LockUp Schacherei scheint vorbei zu sein. Zwischen 4 und 6 USD wurde gross eingekauft, so dass ich nicht glaube, dass demnaechst groesserer Verkaufsdruck entsteht. Bin wieder etwas positiver gestimmt. 50-100% bis Jahresende, einfreundliches Umfeld vorausgesetzt, koennte ich mir vorstellen. Ich denke, dass es immer wieder Ruckartig vorwaerts geht zwischen den technischen Marken. Zusammen mit den festen Zinsen und der Praesidentschaftswahl sehe ich wenig Abwaertspotential. BFRE ist halt Marktfuehrer und das Geld geht denen so schnell nicht aus. Wuerde mich nicht wundern wenn wir nach einer weiteren Woche konstanter Kurse wieder die ein oder andere Empfehlung hoeren.
      Gruss alex
      Avatar
      schrieb am 31.08.00 20:53:09
      Beitrag Nr. 21 ()
      Und so labert er mal wieder alleine vor sich hin...
      Aber vieleicht ist es ja ganz beruhigend, dass BFRE nicht wirklich eine Ausnahme darstellt, was den aktuellen Kurs betrifft. Eine allgemeiner Wechsel in der Grundeinstellung, sprich der naechste Internet-Hype kommt bestimmt, wird BFRE wieder mitreissen aufgrund seiner Marktposition. Das nur fuer all diejenigen die glauben irgendwas waere speziell mit BFRE faul.

      Internet Advertising

      New York, Aug 28, 2000 (123Jump via COMTEX) -- Industry analysis for Internet
      Advertising sector.


      TICKER COMPANY YR. BEG LAST PERCENT
      SYMBOL PRICE PRICE CHANGE
      ====== ================================ ======= ======= ========
      ADFC ADFORCE INC $70.75 $72.00 1.77%

      APLN AT-PLAN INC $9.75 $6.00 -38.46%

      BFRE $34.69 $6.00 -82.70%

      CBLT THE COBALT GROUP INC $9.94 $5.88 -40.85%

      CGLD CYBERGOLD INC $18.62 $6.38 -65.74%

      DCLK DOUBLECLICK INC $125.12 $40.62 -67.54%

      DIGI DIGITAL IMPACT INC $51.31 $9.94 -80.63%

      FCST FLYCAST COMMUN CP $125.69 $122.50 -2.54%

      FSHP FREESHOP.COM INC $41.00 $4.38 -89.32%

      LEAP LEAPNET INC $6.06 $2.69 -55.61%

      LFMN LIFEMINDERS.COM INC $57.75 $25.50 -55.84%

      LNTY L90 INC N/A $7.69 N/A

      MESG MESSAGEMEDIA INC $13.72 $3.44 -74.93%

      MMXI MEDIA METRIX INC $37.78 $26.19 -30.68%

      MPLX MEDIAPLEX INC $60.12 $8.00 -86.69%

      MYPT MYPOINTS.COM INC $77.50 $11.62 -85.01%

      NCNT NETCENTIVES INC $61.50 $10.38 -83.12%

      NETP NET PERCEPTIONS INC $38.94 $11.50 -70.47%

      NTCR NETCREATIONS INC $43.50 $20.50 -52.87%

      SVNX N/A $34.25 N/A

      TFSM 24/7 MEDIA INC $57.62 $15.75 -72.67%

      Ist mit Copy and Paste nicht mehr so ganz uebersichtlich. Die letzte Zahl gibt jedenfalls die Veränderung zum Jahresanfang an. ODer man schaut sich das Original an. Uebrigens eine gute Seite fuer News die nicht nur die spezielle Firma sondern den ganzen Sektor betreffen.

      http://quotes.freerealtime.com/dl/frt/news?symbol=BFRE&art=C…
      Avatar
      schrieb am 05.09.00 19:20:09
      Beitrag Nr. 22 ()
      ALEC hat recht. Es sieht wirklich nicht schlecht aus bei Be Free. Ich hatte eigentlich einen Rückgang auf wieder 4 $ erwartet und bei 5,8
      geschmissen. War mal wieder zu nervös, weil die Stochastic im Himmel war. Die Technik sollte man bei disem Wert um 6 $ wohl ausser acht lassen, sondern einfach Stücke hinlegen und schlafen gehen. Das Geschäftsprinzip überzeugt und in den amerikanischen Finanzseiten (z.B. Bigcharts.com dann das Nasdaq-Kürzel: BFRE eingeben)tauchen
      immer wieder neue Partnerschaften des Unternehmens auf.

      Ich werde jetzt teurer wieder einsteigen.
      Avatar
      schrieb am 12.09.00 18:18:41
      Beitrag Nr. 23 ()
      Fuer alle die sich noch nicht so sehr mit BFRE beschaeftigen und nicht taeglich YAHOO abklappern. Ein positiver Artikel aus The Globe:

      Michael Humphreys thinks investors are making a second mistake about Be
      Free. ``I don`t think this mode of interacting with customers [e-commerce] is
      going away,`` said Humphreys, a partner at Matrix Partners, a Waltham
      venture capital firm that owns a stake in Be Free.

      Humphreys said that while some dot-coms may disappear, plenty of
      dot-coms and established traditional players will continue to grow their
      Internet businesses. Because Be Free has a number of blue-chip clients -
      AOL, E-Trade, Staples.com, Gap - its business will grow along with the
      Internet.

      The company`s fans point to another strength, Be Free`s cash pile. The
      company has the money to hang on and to make acquisitions. Its chief rival,
      Linkshare, is a private company, which in the current stock market would
      have trouble going public.

      Finally, there is the possibility that Be Free itself will be acquired. ``I would not
      be surprised if they were bought out by someone looking to become a
      powerhouse in e-marketing,`` said Ethan McAfee, an analyst at T. Rowe
      Price, and one of a number of analysts who, unsolicited, brought up the
      buyout scenario.

      Hoffstein has a track record of selling companies. In 1996 he sold PCs
      Compleat, a computer retailer, for $134 million. In 1990 he sold
      Microamerica, a computer distributor, for $96 million. In the pre-Internet era,
      $100 million was a lot of money. Hoffstein`s former venture partners, who are
      with him again this time, can`t say enough good things about him.

      ``I would back him any time I could,`` said Ted Dintersmith, a partner with
      Charles River Ventures.

      But this time, Hoffstein faces an uphill path. The stock market remains hostile
      to e-commerce firms, especially those that lose money. Analysts say Be Free
      won`t be profitable before the end of 2001 at the earliest.

      Another negative: While sales are growing, they are not exploding. Be Free
      had revenue of just over $4 million in the second quarter, a number that is not
      going to bowl anyone over.

      Yet Hoffstein`s confidence remains unshakeable. He concedes that some
      Internet companies have business models that will never lead to success. Be
      Free just doesn`t happen to be one of them. ``We have a model that is
      sustainable, we have good growth, and we will be highly profitable,`` he said.

      Is that bravado justified? Stay tuned.

      Steven Syre (617-929-2918) and Charles Stein (617-929-2922) can also
      be reached by e-mail at boscap@globe.com.

      This story ran on page D1 of the Boston Globe on 9/12/2000.
      © Copyright 2000 Globe Newspaper Company.
      Avatar
      schrieb am 15.09.00 22:21:03
      Beitrag Nr. 24 ()
      Monologe zwar,
      aber doch nicht allein auf der Welt. Gut zu wissen, dass es noch mehr bekloppte gibt die auf dieses Pferd setzen.

      Be Free Inc. Reiterated `Strong Buy` at Dain Rauscher Wessels
      By Lindsey Mackay
      Princeton, New Jersey, Sept. 15 (Bloomberg Data) -- Be Free Inc. (BFRE US) was reiterated ``strong buy`` by analyst Eric Hansen at Dain Rauscher Wessels. The target price is $40 per share.
      Avatar
      schrieb am 20.10.00 11:14:09
      Beitrag Nr. 25 ()
      In aller Kürze - Be Free (NASDAQ BFRE) hat eine gute Erwähnung gefunden bei Chase H&Q - erhöhte Aufmerksamkeit!!

      Mitbewerber:
      Ich hatte neben Be Free in der Vergangenheit auch schon Net Perceptions als aussichtsreiche Kandidaten für überproportionale Kursgewinne bei hohem Risiko empfohlen. Siehe den
      Thread: http://www.wallstreetonline.de/community/board2/ws/thread/20…

      Gegenwärtig habe ich Net Perceptions wg. Gewinnwarnungen, Entlassungen und Kündigungen des Top Managements erst mal für die nächsten Monate eingefroren - die Chancen sind sehr viel schlechter geworden für die Marktführerschaft und das Überleben..

      Be Free scheint sich nun durchzusetzen - wenn Ich eine der abgestraften dot coms für einen hochspekulativen Aktionär zu den jetzigen Billigstkursen empfehlen sollte, dann wäre Be Free mit ganz oben auf der Liste.

      Und auf keinen Fall zu vergleichen mit den Gigabells und Metaboxen etc. des Neuen Markt Schrotts.

      -megasolar

      Hier im Original das Statement der Chase H&Q:

      Morning Comments from Chase H&Q
      10/19/00 7:16:48 AM
      Source: Chase H&Q
      San Francisco, CA, October 18, 2000, 7:15 PST

      FOCUS LIST ADDITION
      * Be Free (BFRE)
      $2.16 - $157MM mkt cap: Enough Already! $160M in Cash at $157M Market Cap; Up To Focus List
      · ZERO VALUE PLACED ON CURRENT FRANCHISE. At $2.16, Be Free`s fully diluted market cap of $157M is below our estimated current cash balance of $160M (post 3QE), or $2.19/share!
      · NOT AN ONLINE ADVERTISING STORY. BFRE`s "pay for performance" infrastructure services represent discernable ROI for today`s (i.e. cost-conscious) web marketers
      · DOT COM FEARS WAY OVERBLOWN. We expect BFRE to beat our Q3 ests of $4.9M, up 270% & ($0.09) EPS on October 25, which would represent the 4th-consecutive upside since its IPO
      · THERE IS A PHOENIX IN THE ASHES. Placing Be Free on Chase H&Q Focus List & Issuing a 3-6 month price target of $6-8+. N-T catalysts include: 1) Q3 results, 2) new customer wins, offline & online, & 3) inter/intra industry consolidation

      Hier der Yahoo Wochenchart:



      -megasolar
      Avatar
      schrieb am 24.10.00 14:03:35
      Beitrag Nr. 26 ()
      Hier ein kurzlich erschienener Artikel der verdeutlicht warum ich so ueberzeugt von dem Konzept BFRE´s bin.

      Customer privacy lockdown
      By Lisa Vaas, eWEEK


      E-biz pushes to shield customer data

      No way, nohow. not for love nor money. Not for rent, not for sharing, not for sale. Customer data collected by online bike shop Supergo.com is safer than a ten-speed locked tight to a parking meter, and as far as site designer Steve Laff is concerned, it is not going anywhere.

      "We don`t sell your name, we don`t rent your name, we don`t give your name away," Laff said. He is even reluctant to dip into customer online behavior history information to personalize sales pitches, out of fear of offending customers. "They`re our customers, and they will remain as such," he said. "No one is touching them."

      Sound like an overprotective reaction? Maybe not. Like Laff, growing numbers of e-business leaders are saying that aggressively protecting the privacy of online customers is good business. Worried about what they see as rapidly rising consumer concern over privacy as well as approaching government regulation, e-businesses such as Supergo—the online store owned by Supergo Bike Shop—and Expedia Inc. (Nasdaq:EXPE - news) are tightening up on privacy.

      They`re taking time to craft clear privacy policies that put consumers in control of private information, and some are touting their new policies as competitive tools. They`re also turning to new software that allows them to personalize content and online services while protecting consumer privacy. And they`re getting their privacy policies, technologies and practices certified by third-party auditors.

      While taking such steps is neither easy nor cheap, it`s necessary at a time when online customers are increasingly reluctant to share personal information with e-businesses, experts say. "Studies have shown that the trust of Internet users, and particularly those coming on for the first time, is beginning to fade," said Ari Schwartz, policy analyst for the Center for Democracy and Technology, in Washington.

      Indeed, it seems that there`s no shortage of recent studies placing privacy concerns sky-high in consumers` radar. One of the latest surveys, released earlier this month by Harris Interactive, found more Americans are concerned about loss of personal privacy (56 percent) than health care (54 percent), crime (53 percent) or taxes (52 percent).

      Consumer concern has been spurred by recent headlines that have shined a light on exactly what some well-known dot-coms can do and are doing with private online customer information. Alleged surreptitious data collection by the likes of DoubleClick Inc. (Nasdaq:DCLK - news) and Toys "R" Us Inc., for example, focused consumer attention on privacy, as has the recent removal of data-sharing opt-out clauses in Amazon.com Inc.`s revamped privacy policy. Some of these perceived data trespasses have resulted in lawsuits and negative publicity (see graphic, Page 84). Nobody in dot-com land wants that, particularly at a time when e-businesses are trying to attract online customers and keep Wall Street happy. "A lot of companies out there don`t want to become the next DoubleClick," Schwartz said. "Look at its stock price—it started falling when its privacy problems first became well-known [in February]."

      Another reason privacy is becoming an ever-more-pressing e-business concern is the mounting legislation that`s following consumer concern like a bloodhound. Examples abound, as pointed out by this week`s eWeek Corner Office columnist, Dave Thompson (see Page 84). For one, there`s the newly passed HIPAA (Health Insurance Portability and Accountability Act), which gives health care providers and insurers two years from Oct. 16 to put tighter locks on patient information. And then there`s the Children`s Online Privacy Protection Act, passed in April, which is throwing monkey wrenches into children-oriented sites such as Zeeks.com by imposing severe restrictions on how private information from kids can be used. In response, Zeeks.com will be discontinuing e-mail and chat features by month`s end, partly because of the act`s requirements (see story, right).

      Meanwhile, financial institutions and insurers are soon going to be under the HIPAA-like dictates of the Gramm-Leach-Bliley Act of 1999. In addition, nine Internet privacy bills are under consideration in Congress.

      ...

      Like other collaborative filtering products, the tool being used by Supergo, BSelect Onsite from application service provider Be Free Inc. (Nasdaq:BFRE - news), doesn`t require visitors to yield personal or behavioral information to allow sites to recommend products they might wish to buy. Rather, the tool analyzes a customer`s online behavior anonymously in real time to find commonalities with millions of other visitors` product purchases. It does this through the use of cookies that collect no personally identifiable information. Instead, the cookies contain numbers that relate to information in the BSelect personalization engine, which resides off line at Be Free`s facilities in Culver City, Calif. If a customer clicks on a bicycle fork, for example, the site may recommend brakes bought by other customers who liked the fork. (For more on collaborative filtering technology and products, see "Getting personal," eWeek, Oct. 2, Page 61.)

      The technology represents the best of both worlds because it ensures customer anonymity while allowing the site to make product recommendations. And it works. Laff proved that recently by shutting the tool off for a day. With collaborative filtering turned off, unsuspecting site visitors were viewing product recommendations that were generated randomly from a hot-product list. Laff found that browse-to-buy conversion rates fell nearly 75 percent. The average amount of purchases decreased from $146 to $128. All told, Laff calculated that the recommendation click-through rate fell 31.9 percent.

      http://dailynews.yahoo.com/h/zd/20001017/tc/customer_privacy…

      In dem Rest des Artikels geht es auch um andere Konzepte um die allgemeine Rechtslage bzgl. des Umgangs mit Kundendaten. Sehr informativ wie ich meine und Pflicht fuer jeden der in BFRE investieren will.

      Gruss alex
      Avatar
      schrieb am 24.10.00 14:30:44
      Beitrag Nr. 27 ()
      hallo alec
      jamie kiggen als beste internet analystin darzustellen,
      war wohl ein großer reinfall, wohl für alle, sie ist
      damit auch nicht fertiggeworden.
      ihre bruchlandungen belasten meine festplatte schon mit kilobytes.
      vielleicht hast du aber noch glück mit bfre und kannst noch
      etwas geld zurückholen.
      aber vergiß nicht: no more hereos, anymore, kiggen, blodget. vromm etc.
      Avatar
      schrieb am 24.10.00 23:49:42
      Beitrag Nr. 28 ()
      Hy dosto,
      ich hab den Thread nicht eroeffnet. Ehrlich gesagt weiss ich gar nicht wer Jamie Kniggen ist. Ich bin urspruenglich nur mit wenig Geld in BFRE rein, allerdings zu 14 Euro, habe dann aber bei 7 und 4 Euro groesser nachgelegt und bin mir ganz sicher, dass ich da innerhalb der naechsten 4 Monate mit Gewinn rauskomme. Die MK entspricht gerade mal dem doppelten des Cashbestandes, so viel kann da ja nicht passieren und morgen oder uebermorgen kommen die Zahlen die gut aussehen werden. Hab gerde keinen Ueberblick da 5 von meinen Werten innerhalb von 3 Tagen Zahlen rausbringen.
      Die alten Hoehen werden wir abr nicht mehr sehen, da gebe ich Dir recht. ICh gehe aber mal zu Weihnachten von 10-12 Euro aus.
      Avatar
      schrieb am 25.10.00 00:51:58
      Beitrag Nr. 29 ()
      sorry alec, es war natürlich dutchflower, aber der wird wohl ziemlich
      geschockt sein.
      wünsche dir viel glück, wenn alles gut läuft kriegtst du
      die 10 von der charttechnischen seite gesehen, aber alles
      über $7 ist auch erst mal schon ganz gut.
      gruss dosto

      ps: die dame miss kiggen (nicht kniggen, wenn sie mal ein bißchen
      knickriger gewesen wäre, hätte sie nicht dreimal die firma wechseln müssen) hatte mal ein kurziel für bfre bei $120
      Avatar
      schrieb am 25.10.00 13:16:55
      Beitrag Nr. 30 ()
      Lasst uns doch mal anstatt über weitere Analysten über die die neuen Zahlen schreiben - Be Free überzeugt hier:

      Wednesday October 25, 6:34 am Eastern Time
      Press Release
      Be Free, Inc. Third Quarter Revenue Increases More Than 300 Percent Year-Over-Year
      Company Significantly Narrows Losses and Shortens Pathway to Profitability Business Metrics Reach New Highs
      MARLBOROUGH, Mass.--(BUSINESS WIRE)--Oct. 25, 2000-- Be Free, Inc. (Nasdaq: BFRE - news), a leading provider of hosted online marketing services, today reported its financial results for the third quarter ended September 30, 2000.

      Revenue for the third quarter of 2000 increased more than 300 percent to a record $5.3 million, compared with $1.3 million for the third quarter of 1999. The net loss for the third quarter of 2000, excluding non-cash charges for equity-related compensation and merger-related items, was $4.0 million, or $0.06 per share, compared with a loss of $5.2 million, or $0.41 per share, for the same period in 1999. The net loss for the third quarter of 2000, including non-cash charges, was $18.2 million, or $0.29 per share, compared with $6.3 million, or $0.49 per share for the year-ago period.

      Revenue for the first nine months of 2000 increased 390 percent to $13.3 million, compared with $2.7 million for the first nine months of 1999. The net loss, excluding non-cash charges for equity-related compensation and merger-related items for the first nine months of 2000, was $12.7 million, or $0.21 per share, compared with $11.0 million, or $0.87 per share for the same period one year earlier. Be Free`s net loss, including the non-cash charges, was $46.7 million, or $0.78 per share, for the first nine months of 2000, compared with a net loss of $13.8 million, or $1.09 per share, for the same period in 1999.

      ``Be Free had a tremendous quarter and is uniquely positioned to become the dominant provider of online marketing services,`` said Gordon B. Hoffstein, chairman and chief executive officer. ``Our success this quarter was driven by three critical factors: a growing base of increasingly successful customers; a product offering of pay-for-performance marketing services that has become the obvious choice for today`s cost-conscience e-businesses; and a profitable business model that is backed by $160 million in cash and marketable securities.``

      Hoffstein continued, ``During the quarter, we saw excellent revenue growth and due to continued strength in all our business metrics, we expect that Be Free can achieve profitability, before non-cash charges, in the first quarter of 2002. At that time, we believe that we will have a cash reserve of well over $100 million.``

      Shift in Performance-based Marketing Spending

      ``Forrester Research predicts that performance-based marketing will represent 50 percent of all online marketing by 2003. We believe this trend is accelerating as companies doing business online capitalize on the inherent accountability of the Internet to lower their customer acquisition costs and improve profitability. Be Free, as the leader in performance-based marketing services, is in a unique position to capitalize on this shift in marketing spending,`` said Hoffstein.

      The following Be Free metrics support this trend:

      At the end of the third quarter, 29 percent of the company`s customers had exceeded their monthly minimum fees, compared to just 11 percent at the end of the third quarter of 1999 and 25 percent at the end of the second quarter of 2000. The average length of time that Be Free customers need to crest their minimums is decreasing. As of the third quarter of last year, it took eight and a half months on average to break through minimums. That figure had declined to seven and a half months in the second quarter of 2000, and only six and a half months in the third quarter of this year. This means that the marketing programs of Be Free customers are becoming considerably more successful at an increasingly faster pace. Since half of Be Free`s customers have not had live affiliate marketing programs for that average six and a half month period, the company believes that its revenue growth should be even greater as these younger customers crest their minimum payments.
      In the third quarter, Be Free`s average revenue per customer increased eight percent compared with the second quarter of this year. Be Free believes that this reflects a shift in customers` spending to performance-based programs as they attempt to build crucial market share and attain profitability.
      Growth in Other Key Metrics

      During the quarter, Be Free continued to achieve record levels in other key business metrics:

      The number of live customers - those with revenue-generating performance marketing channels - increased 279 percent to 356 from 94 in the same period a year earlier. In addition, the company renewed 41 current customers, representing almost 90 percent of customers whose contracts had expired during the quarter. The company lost 17 customers due mainly to consolidation or lack of adequate funding. With Be Free`s pay-for-performance model, the company anticipates that it will lose primarily those customers that will be less successful and, therefore, contribute least to its revenue growth. For example, the customers lost this quarter represented only 2.6 percent of the company`s revenue.
      The number of impressions, or times that the promotions of Be Free`s customers were viewed on affiliate sites, rose to 6.3 billion, an increase of 449 percent from a year ago.
      The company`s cash burn remained low. The company spent $5 million for third quarter operations and $4 million primarily for capital expenditures for a total cash burn of $9 million. The $9 million cash burn is $3 million less than the company had expected for this period.
      Diverse Customer Base

      During the quarter, Be Free broadened its diverse base of traditional brick-and-mortar and well-established dot-com customers. ``Large and successful companies continue to turn to Be Free for online marketing solutions. Today, Be Free customers include all of the top five most highly trafficked sites on the Internet according to Media Metrix,`` Hoffstein said.

      ``Our successful customer base is one of Be Free`s crown jewels. From the beginning, Be Free set out on a path to develop pay-for-performance marketing services that appealed to the high end of e-businesses and to then build breadth and depth within this segment. Our customers include best of breed e-businesses such as Yahoo, AOL, Lycos, C/Net, Travelocity and Network Solutions as well as emerging brick-and-click leaders including BarnesandNoble.com, IBM, Bertelsmann, 3M, Motorola, Sprint, Staples, Compaq and The Gap. At the end of the third quarter, roughly one-third of our customers were brick-and-click businesses, compared to just 15 percent one year ago. We believe that many of today`s successful offline retailers will become more of a force in driving tomorrow`s online commerce. Be Free is ready for that evolution, and we have positioned ourselves to benefit from it.``

      BSELECT(SM) - Be Free`s Personalized Recommendation Service

      BSELECT is a real-time recommendation engine for online sellers and content sites - providing personalized product and content recommendations for site visitors. For retailers, this means increased browse-to-buy ratios, order volume and average order size. For content sites, this leads to increased page views, site viewing time and improved site loyalty.

      Customers signed this quarter for the BSELECT service included Xerox Corporation. Xerox will be launching both BSELECT and BFAST(SM), the company`s performance-based affiliate marketing service.

      New BFAST Product Offerings

      Be Free continues to offer its customers a spectrum of services to cost-effectively expand their online reach, convert browsers to buyers and promote customer and visitor loyalty. This week the company launched BFAST(SM) version 6.5, which includes the Advanced Marketing Pack. The Advanced Marketing Pack, which is available for a separate fee, gives Be Free customers complete control and flexibility over their promotions and links, using a combination of dynamic links and Be Free`s two most popular merchandizing tools - Auto Merchandizer and Creative Optimizer. For the commerce site, this means the ability to push promotions and specials, to utilize dynamic pricing, special offers and auctions, and to schedule and target promotions. Content sites can use the Advanced Marketing Pack to syndicate headlines, push timely data, such as stock and sports scores, update search boxes and optimize best-performing creatives.

      The company also launched the Performance Partner Program during the quarter. This program enhances the relationship between Be Free`s customers and their large, strategic affiliates by offering those affiliates special services such as aggregated reporting, technology enhancements and technical support. By fostering more streamlined relationships between its customers and large, revenue producing affiliates, Be Free expects to increase the transactions flowing through its infrastructure and thus its revenue stream.

      International Expansion

      As the worldwide demand for performance-based marketing services continues to expand, Be Free is increasing its reach into these new markets. During the quarter, the company continued to expand its operations in the UK and France, but delayed the opening of a German office to concentrate on other areas of the continent where it is experiencing more demand. At the end of the third quarter, Be Free had six live European customers and 14 customers in its backlog. Those 20 customers represent more than 80 individual country-specific programs. ``We see tremendous opportunity internationally as Be Free capitalizes on our dominant market position in Europe,`` said Hoffstein.

      Strategy and Business Outlook

      Looking to the future, Hoffstein said, ``We are very optimistic about our performance as we enter the fourth quarter. We expect that the trend toward performance-based marketing will continue to grow, and Be Free will capitalize on this.

      ``We have planned for continued industry consolidation and indeed consolidation of our customer base, but, because of our performance-based model, we do not anticipate that this will have an impact on our business both in terms of our revenue growth and our drive toward profitability. We will increase our emphasis on the leading companies whose businesses represent a significant portion of e-commerce - and we expect that more of these customers will tap into additional marketing services from Be Free.

      ``Be Free has the financial resources, world-class customers, superior technology, exceptional people and the will to be the leading provider of online marketing services,`` Hoffstein concluded.

      About Be Free, Inc. (Nasdaq: BFRE - news)

      As a leading provider of hosted online marketing services, including affiliate marketing and personalization, Be Free helps companies successfully market online. By simply plugging into Be Free`s marketing infrastructure, services and knowledge, online businesses can reach more people with the right offers across multiple channels. For more information about Be Free, its BFAST performance-based affiliate marketing service or its BSELECT personalized product and content recommendation service, visit http://www.befree.com.

      All statements in this news release that are not statements of historical fact are ``forward-looking statements`` under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about our future financial performance, such as our expected revenue growth, future profitability, cash expenditures and cash balances, the level of customer transactions, as well as statements about the growth of performance marketing and the future market conditions for our services. These statements are based on Be Free`s current expectations, hopes, beliefs and estimates and invoke risks and uncertainties that could cause actual results to differ materially from those anticipated or projected.

      The risk factors include, but are not limited to:

      If the Internet fails to grow as an advertising, marketing, and sales medium, our future revenue and business prospects would be materially and adversely affected;
      System disruptions and failures may result in customers dissatisfaction, customer loss or both, which could materially and adversely affect our reputation and business;
      To be competitive, we must continue to develop new and enhanced services, and our failure to do so may adversely affect our prospects;
      The Internet generates privacy concerns which could result in market perceptions or legislation which could harm our business, result in reduced sales of our services, or both;
      If we infringe upon the intellectual property rights of others, we could be exposed to significant liability;
      If we fail to manage effectively the rapid growth in our operations, our business and prospects will be materially and adversely affected;
      We may not achieve the expected benefits of our acquisition of TriVida;
      If we fail to attract and retain key personnel, our business will be materially and adversely affected; and
      If we are not able to overcome the challenges of our planned international expansion, our revenue and our prospects for profitability may be materially and adversely affected.
      Further information about risk factors that could affect the Company`s performance are contained in the Company`s filings with the Securities and Exchange Commission, including but not limited to its report on Form 10-Q for the quarter ended June 30, 2000. Be Free disclaims any obligations to update these expectations, hopes and beliefs

      -megasolar
      Avatar
      schrieb am 25.10.00 15:47:32
      Beitrag Nr. 31 ()
      Vielen Dank Nortel, fuer diesen Scheisstag

      Erwartungen geschlagen, Rekordergebniss und dann das. Da kann man ja soviel DD anstellen wie man will. Na, ja morgen is auch nochn Tag.
      Avatar
      schrieb am 25.10.00 20:41:09
      Beitrag Nr. 32 ()
      @megasolar

      also was dich da überzeugt weiß ich auch nicht. im letzten
      quartel hatten die 4,3 mill umsatz, das sind von Quar. zu
      Quar. etwas mehr als 30%.
      nach meiner rechnung muss be free aber ca 19 mill ungefähr
      im quartal umsetzen um ein klein bisschen schwarze zahlen
      zu haben. bei 30% steigerung müssen wir aber noch lange warten.
      kurz und bunt sie verbrennen noch viel zu viel geld-
      keine entwarnung die werden vor sich hinkrebsen.
      Avatar
      schrieb am 24.11.00 19:34:47
      Beitrag Nr. 33 ()
      Interessanter Bericht auf CNBC zu Internetwerbung. Grundtenor: Yahoo wir erhebliche Probleme in Zukunft haben da die Art Werbung anzubieten nicht ueberleben wird. Der Trend wird in pay per performance Konzepten gesehen.

      Einige Auszuege mal hier der Rest steht unter:

      http://beta.cnbc.com/cd/gx.cgi/cs?pagename=FutureTense/Apps/…

      Morgan Stanley Dean Witter analyst Mary Meeker wrote in a report that Yahoo! had a 30% chance of missing its revenue targets in upcoming quarters because of "the difficult Internet advertising market." Yahoo! generates the bulk of its revenue from online advertising. Still, Meeker said that broadening its revenue base and charging for some of its services are important steps to improving the company`s results in the future.

      The problem: online advertising from Internet companies has slowed down drastically as more and more of the dot-coms that once bought so much online advertising disappear. And a transition to more advertising online from traditional companies hasn`t gone as smoothly or quickly as many had expected. Plus, there some companies have changed the way they charge for ads, which has hurt them.

      We do not believe that online advertising is seeing much of a seasonal pickup in Q4," Blodget wrote in a report last week after the AdTech conference in New York. "We would therefore remain cautious about adding new money to online advertising driven stocks until Q1-Q2."

      "There were a lot of painful lessons learned last year," says Alan Alper, an analyst at Gomez. "A lot of big bang campaigns landed a lot of these companies in trouble."

      And as more Internet companies go the way of the vinyl record, for some, a shift to more-traditional advertisers -- such as auto makers and packaged-goods companies -- in cyberspace isn`t happening fast enough, some industry watchers say.

      And, Blodget says there is more pressure to offer pay for performance, or cost per click or cost per action, deals, which put pressure on revenue and margins, because of low click-through rates.

      Still, some analysts are optimistic that the outlook for online advertising could improve late in the second quarter of 2001 and into the second half.

      "Short-term, we are probably just about at the low point," says Christopher Todd, an analyst at Jupiter Research. "Probably somewhere towards late Q2 we`ll see a rebound."

      Todd says that is largely because advertisers are expected to become smarter about advertising online. For example, he says, they won`t just look at click rates but will look at the final conversion stage to determine if their ads are actually resulting in sales. And advertisers should also benefit from improved technology, such as broadband, that will allow for new formats, such as streaming video and audio.
      Avatar
      schrieb am 31.01.01 18:57:40
      Beitrag Nr. 34 ()
      BFRE heute an der Nasdaq schon über 3 USD.
      Cashbestand pro Aktie 2 USD
      Könnte sein, daß BFRE die Zukunft noch vor sich hat.



      More Than 25 Businesses are Off to a Great Start in 2001 With Partner Marketing Programs Powered by Be Free`s Marketing Platform
      MARLBOROUGH, Mass.--(BUSINESS WIRE)--January 31, 2001--


      Polaroid, TimeLife.com, DeepGreen Bank, Homecare America & Vans, Inc. are Among the Savvy Marketers Working with Be Free to Cost-Effectively Acquire New Customers Online

      Be Free, Inc. (Nasdaq:BFRE), the leading provider of a marketing platform that allows online businesses to acquire, convert and retain customers easily and cost-effectively, today announced that more than twenty five new customers launched performance-based partner marketing programs using its BFAST(sm) service in December. Polaroid, TimeLife.com, DeepGreen Bank, Homecare America and Vans, Inc. join a variety of category-leading businesses in choosing Be Free to manage and track their affiliate channels, sponsorships and strategic partnerships using the BFAST service.

      "Cost-effective marketing and low customer acquisition costs are fundamental to building market share and driving revenue," said Gordon Hoffstein, chairman and CEO of Be Free, Inc. "Be Free`s marketing platform is a comprehensive way for businesses to both acquire and convert customers - while paying online marketing partners only for results."

      "A partner marketing program powered by Be Free`s BFAST service allows a business to manage and track a variety of marketing programs," continued Hoffstein. "From strategic partnerships and affiliates to hybrid marketing and sponsorship deals, BFAST gives you one infrastructure to run an integrated marketing program. And the results can be measured in a uniform way, allowing program-by-program comparisons."
      Avatar
      schrieb am 11.01.02 12:56:13
      Beitrag Nr. 35 ()
      Liebe Leute!

      Hat jemand Infos zu Be Free?? Der Kurs ist zuletzt doch wieder beachtlich gestiegen.

      Liebe Grüße, Valentina


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