PERLE "AsiaInfo Holding" lt. STEVE HARMON - 500 Beiträge pro Seite

[Kostolanys Erbe]

hallo leute,

habt ihr euch schon die neue aktie angeschaut und was hinter
dem unternehmen steck?

steve harmaon hat ausführlich über sie berichtet (26.1.2000)

b to c
b to b

noch wenig handel in berlin (ich meine 495 Stck.)!!!!

würde mich über meinungen anderer freuen!

[mirus]

Hi, KostolanysErbe!

Meinst Du 931395 = Asian Information Resources = AIR = 8025
????

Gruß - mirus

[Kostolanys Erbe]

die wknr lt. 935314

schau mal bei comdirect rein. hier im stockinformer findet man
noch nichts.
schade.

harmon hat dieses unternehmen als größten chinesischen drachen im internet bezeichnet. listing an der nasdaq.

vergleich terra networks (südamerika) u. asiainfo holding (china)!!!

zu den kapitalgebern gehören intel, warburg pinces und fidelity ventures. der börsengang lief über morgan stanley.

denke eine interessante story.

was meinst du?

[Alemanne]

Haben die tatsächlich bei 10 $ angefangen und das in einem Monat, ach was in 6 Tagen?
Bring mal mehr Fakten bitte!

[Kostolanys Erbe]

schau mal bei www.steveharmon.de nach
dann im ARCHIV : Januar 2000-----AsiaInfo Holding geht an die Börse!

ein sehr interessanter Artikel!!!


andere meinungen über asiainfo?

[Kostolanys Erbe]

hat keiner diese aktie auf der watchlist?

denke hier steckt noch sehr viel potential drin.

ciu
Kostolanys Erbe

[Entle]

Hi K`s Erbe,

ASIA ist Anfang März an die Nasdaq gekommen zu $ 24. Im Moment steht die Aktie bei ca. $ 90.

Wenn ich die Info`s zum IPO auf der Nasdaq-Page richtig verstehe ist ASIA so eine Art "Cisco" von China. Ich denke, man sollte hier mal eine Anfangsposition wagen.

Gruß Entle

[Ailyn]

Hallo an Alle,

stelle hier nochmal mein Posting vom 29. Februar rein:


Allgemeine Infos:

AsiaInfo Holdings Inc
4th Floor, Ligong Science & Technology Tower 11 Bashiqiao Road, Haidian District
Beijing 100081 CHINA
Tel. [phone] Fax: [phone]


Emissionsinfos:

Status/Tentative Pricing: MAR 2-3
Lead Underwriter: Morgan Stainley Dean Witter & Co.
Exchange: NASDAQ
Ticker: ASIA
Price: $12-$14
Shares: 4,000,000
Shares: Offered by Company ALL
Over-Allotment: 600,000
Est. Offering Amount: 50000000
Est. Offering Expenses: 1100000
Post-Offering Shares: 36,500,297


Unternehmensdarstellung:

We are a leading provider of Internet-related, information technology ("IT")
professional services and software products in China. We offer total network
solutions and proprietary software to meet our customers` Internet and
telecommunications infrastructure and operating needs. Our customers are
leading telecommunications service providers, Internet service providers
("ISPs") and Internet content providers ("ICPs") in China, including the China
Telecom system and China Unicom, the two largest Chinese telecommunications and
Internet service providers, as well as China Mobile, the largest wireless
telephony service provider in China.

We provide network solutions for large Internet and telecommunications
projects. We deliver Internet infrastructure solutions such as backbone and
access networks, operations support solutions using our proprietary and third
party software, service applications such as IP telephony and virtual private
networks, and network performance and security solutions. In response to
customer preferences in China, we often offer services in the context of total
solutions, which include systems integration and customization of our
proprietary and third party software.

With an early entry into the market, we are now a leading provider of
network solutions for large Internet and telecommunications companies in China.
Our Chinese, western-trained senior management and technical personnel have a
proven track record of delivering high performance, cost effective solutions
for the specific needs of these companies. We designed and built ChinaNET,
China`s first commercial and largest national Internet backbone. We are in the
process of designing and building UniNET, China`s second-largest national
Internet backbone, for China Unicom. We have also built numerous provincial
Internet backbones, including GuangdongNET, the first and largest provincial
Internet backbone in China.

We develop and sell carrier class software products tailored for the
specific needs of the China market. These products include real time, highly
scalable customer management and billing ("CM&B") software and carrier-scale
messaging software for ISPs, ICPs and wireless telephony service providers. We
have historically sold our software products as part of our network solutions
projects, but we are increasingly marketing these products on a stand-alone
basis. Our software can support up to millions of users and is designed with
open architecture to facilitate customization.

We have the largest customer base for CM&B software among large ISPs and
ICPs in China, with approximately 1.8 million user licenses as of December 15,
1999. AsiaInfo Mail Center ("AIMC"), the latest version of our messaging
software, was launched in April 1999 and within eight months has been licensed
for over 3 million users. As of December 15, 1999, we had sold over 7 million
user licenses for our wireless telephony CM&B software.

Our Market Opportunity

The Internet market in China has been growing rapidly due primarily to
increased access to telecommunications services and declining personal computer
prices. International Data Corp. ("IDC") estimates that China will have 3.8
million users at the end of 1999 and forecasts that China`s Internet population
will grow at a compound rate of 54% per year to 33 million users in 2004.

Chinese telecommunications carriers have made significant investments in
Internet and telecommunications infrastructures using advanced technologies.
The Internet and telecommunications markets in China have become increasingly
competitive as the Chinese government has taken measures to deregulate the
telecommunications industry and introduce competition. China`s pending entry
into the World Trade Organization (the "WTO") is expected to stimulate spending
on the Internet and telecommunications infrastructures, particularly broadband
networks. Increased demand for Internet services and competition have also
prompted service providers to offer varying, customer-tailored service plans
and focus on customer care and support. We believe that the combined effects of
increased deregulation and industry competition, coupled with a growing demand
for Internet services and multimedia applications, have created opportunities
for us in the following areas:

. high value Internet-related IT services in an increasingly complex
network environment;
. real-time, scalable CM&B software that meets the specific requirements
of Chinese service providers; and
. broadband network and convergent communications solutions including
unified messaging software, which integrates email, voicemail and fax
services.

Our Strategy

Our strategy is to be the leading China-based, world-class provider of
Internet-related IT professional services and software products to enable our
customers to build, maintain, operate and continuously improve their Internet
and communications infrastructures. Key aspects of this strategy are to:

Maintain our leading position in providing Internet and telecommunications
infrastructure solutions in China. We plan to maintain our position as a
leading provider of network solutions to the largest Internet and
telecommunications companies in China. Total investment in China`s
telecommunications industry is expected to continue to grow rapidly,
particularly in Internet infrastructure and related areas. We expect most of
this investment will be made through our customers, which are the largest
Internet and telecommunications companies in China. We believe that our close
relationships with our customers, our unique understanding of the China market,
our technical capabilities and our proven track record will allow us to
capitalize on these growth opportunities.

Focus on high value IT professional services. As the IT market matures in
China, we plan to focus increasingly on providing our customers high value IT
professional services such as network planning, design and optimization, while
gradually outsourcing lower end services such as hardware installation.

Significantly grow our software business to maximize opportunities in the
Internet software market in China. We expect rapidly expanding Internet usage
in China to create increasing demand for reliable and scalable software
products that address the specific requirements of Chinese ISPs and ICPs. We
plan to invest significant financial and personnel resources to expand our
Internet software business and strengthen our leadership position in the
Internet CM&B and messaging software markets in China.

Develop broadband and convergent communications solutions. We are committed
to developing solutions and software products to meet the future requirements
of our customers. We expect increasing investment in broadband network
solutions and convergent communications, which combine voice, data, video and
Internet services using IP technology. We plan to develop broadband backbone
and access network solutions and upgrade our CM&B and messaging software to
support convergent communications. Our Internet infrastructure technology
leadership and software experience in both the Internet and wireless services
markets make us well positioned to develop broadband and convergent
communications software and solutions for the China market.

Leverage our large customer base to generate recurring revenues. We have a
high quality group of network solutions customers and one of the largest
installed software customer bases for leading telecommunications service
providers, ISPs and ICPs in China. Our customers include the China Telecom
system, China Unicom, China Mobile and China Netcom. These companies have
historically accounted for and are expected to continue to account for a
majority of Internet investments in China. Our large customer base enables us
to foster close relationships with our customers, develop an in-depth
understanding of their needs and raise barriers to entry for our competitors.
We intend to generate recurring revenues from our existing customer base
through upgrades of their networks and implementation of new services and
products, including outsourced applications.

Attract and retain highly qualified personnel. We place great importance on
attracting and retaining highly qualified personnel. In view of the specific
needs of the China market, we target our recruitment efforts on Chinese who
have both IT and professional competence and extensive exposure to western
education and/or management practices. We attract and retain these qualified
personnel by offering them attractive compensation packages, including stock
options, and a challenging and rewarding working environment.

Our Competitive Strengths

Internet infrastructure technology leadership in China. Our technical
personnel have state-of-the-art expertise in Internet infrastructure
information technologies in China. This expertise enables us to develop and
implement Internet solutions that employ high quality designs and to deliver
the high performance-to-cost solutions required by Chinese companies.

Combined international and China expertise. Our senior management is a
Chinese team. A majority of our senior management has been educated in the
United States or has worked with leading multinational companies in or outside
China. They have an in-depth understanding of the China market, combined with a
knowledge of best management practices gained from some of the world`s leading
IT companies. We believe that the unique strengths of our management team will
enable us to anticipate and effectively capitalize on market opportunities for
our business in China.

Established customer relationships. We have close relationships with almost
all the leading telecommunications services providers, ISPs and ICPs in China
and have provided services and products to most of them. Our understanding of
their requirements allows us to successfully deliver customized solutions and
maximize revenue opportunities created by increased investments in the Internet
in China.

Real time, scalable and adaptable proprietary software. Our proprietary
software allows service providers to monitor user activity and analyze user
data in real time. All our software products are scalable to accommodate up to
millions of users. Our software products are also designed with fully
documented, open application programming interfaces ("APIs") that allow our
customers and third party systems integrators and software developers to
integrate our software with existing applications and services requiring
minimal effort and programming overhead.

Total solutions approach. We provide our services in the context of total
solutions including systems integration and customization of proprietary and
third party software. This total solutions approach is favored by Chinese
customers and allows us to build and maintain close, long term relationships
with them.

Corporate Information

We started our business in Texas through a predecessor company in 1993 and
are now incorporated in Delaware. In 1995, we moved our base of operations from
Dallas, Texas to Beijing, China to capitalize on emerging opportunities in the
rapidly developing Internet market in China. Today, almost all our operations
and employees are based in China. Our executive offices are located at Ligong
Science & Technology Tower, 4th Floor, 11 Baishiqiao Road, Haidian District,
Beijing 100081, China, and our telephone number is (8610) 6846-7058.


Quellen:
http://www.asiainfo.com

und

www.edgar-online.com

[Kostolanys Erbe]

andere meinungen zu diesem unternehmen!

denke eine ivestment wird sich lohnen!!!

was meint ihr?

hoffe auf viel beiträge!

[Kostolanys Erbe]

hat denn kein anderer meinung zu dieser Aktie?

[Kostolanys Erbe]

da keiner im board anscheinend dieses unternehmen interessant findet
(außer ich :-) )
möchte ich trotzdem noch mal auf dieses unternehmen hinweisen,
wo man jetzt bald nach einer techn. reaktion kaufkurse sehen wird.

bin gespannt, wo sie in einem jahr steht. $$$

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