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Bei 420 Mio $ MK wird es immer laecherlicher.
Beachtet mal die $ 100 Mio in der ersten Meldung.
Es ist eine Groessenordnung fuer die potentiellen
Gewinne dieser Beteiligung.

Hier ein Paar Meldungen; Highlights von mir.
Immer wieder kommen positive Aeusserungen,
wie in beiden aelteren Meldungen.

cheers, guuruh

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Tuesday March 20, 9:03 am Eastern Time

Press Release

SOURCE: Logistics.com

Logistics.com Enables Over $2 Billion in Transportation Procurement
And $100 Million in Customer Savings in Last 12 Months

Average Payback Period of Less Than 60 Days to Some of the World`s Leading Companies

BURLINGTON, Mass., March 20 /PRNewswire/ -- Logistics.com, Inc., the leader in transportation procurement
and management technology, today announced it has assisted its clients with the procurement of approximately $2
billion in transportation services in the last 12 months and has enabled approximately 2.5 million transportation
transactions, far outdistancing any competitor in the web-based logistics market
. Some of the customers who
leveraged Logistics.com technology during this time period include Wal-Mart Stores, Inc., Compaq Computer
Corporation, The Limited, Inc., Colgate- Palmolive Company and Quaker Oats Company. Total savings for
customers over the last 12 months exceed $100 million
.

``The fragmented nature and inefficiencies of the transportation industry are presenting exciting opportunities for
emerging web-based logistics service providers,`` said Ting Piper, program manager of eLogistics research at IDC.
``Logistics.com is well-positioned to capture this growing market potential.``

Logistics.com facilitates business transactions for a network of thousands of shippers and transport providers,
enabling over $6 billion in strategic contractual procurement and approximately $50 million in tactical and spot
contracts to date. The company`s procurement technology has an average payback period of less than 60 days. With
over 110 customers, including 35 Fortune 500 companies, the company has already saved its customers well over
$400 million.

The company has managed over $112 billion in transport provider ``request for quote`` responses during its
OptiBid(TM) engagements. OptiBid is the company`s online strategic procurement platform.

``Logistics.com has achieved incredible deal flow in a short period of time and our technology and team have scaled
well to the challenge,`` said John Lanigan, Logistics.com CEO. ``We have quickly become the clear leader in
transportation procurement and management technology.``

In addition to far outdistancing the business traction of competitors, Logistics.com is the only transportation
procurement company to provide software and solutions to both shippers and transport providers via application
service provider delivery. The company offers a proven transportation management system in use by over 20 shipper
companies to manage daily transportation execution and a proven management and analysis solution for transport
providers.

Logistics.com is now completing a strategic, multi-company procurement engagement for a five-shipper
consortium that has pooled its buying power and streamlined transportation procurement efforts. Hundreds of collaborative transactions are
currently being performed successfully on behalf of the consortium. This is only one of six multi-company procurement engagements
Logistics.com has completed on behalf of its customers.

About Logistics.com

Based in Burlington, Mass., Logistics.com empowers shippers and transport providers to efficiently buy, sell, manage and optimize transportation
services over land, air and ocean. The company`s three offerings include OptiManage, an automation and optimization tool for daily,
mission-critical shipper transportation processes; OptiYield, a management, analysis and procurement tool for transport providers; and OptiBid, a
strategic procurement tool for shippers. The company has received funding, strategic guidance and operational support from Internet Capital
Group (Nasdaq: ICGE - news). In July 2000, Forbes named Logistics.com as one of the most promising B2B companies in its ``Best of the Web:
B2B`` edition; in addition, the company has been named to the Computerworld Top 100 Emerging Companies list, the InternetWeek 100 and the
Inter@ctive Week 500. For further information, visit the company website at www.logistics.com .

===
===
===

Wednesday April 4, 8:33 am Eastern Time

Press Release

Internet Capital Group`s B2B Partner Companies Demonstrate
Traction With New Customer Wins

ICG`s Developed Partner Companies Collectively Service 40% of the Fortune 500

WAYNE, Penn.--(BUSINESS WIRE)--April 4, 2001--Internet Capital Group (Nasdaq:ICGE - news), a leading business-to-business
e-commerce (B2B) company, today announced that a number of its partner companies are achieving significant business traction. Internet Capital
Group (ICG) partner companies, primarily in the company`s developed category, are consistently signing high-profile customers delivering
software and services to help these businesses increase efficiencies and reduce costs. The growing customer roster of these 15 developed partner
companies includes more than 200 members of the Fortune 500.

``For the past five years we`ve said that the benefits of B2B are real and will transform the way business is done. We`re proud that we can point to
our partner companies as tangible proof of this claim,`` said Walter W. Buckley, president and chief executive officer of ICG. ``This growth is a
direct result of the efficiencies and cost savings our partner companies deliver to their customers. We saw strong growth in 2000, with more than a
200% increase in pro forma unaudited revenues excluding reselling. We continue to be encouraged by the headway many of our partner companies
are making, even at this early stage in the B2B technology sector.``

The following list includes only a few of the customer-related milestones achieved by ICG`s developed and emerging partner companies over the
past several months:


=> AssetTRADE, a leading asset recovery management and disposition company, announced a global, three-year exclusive equipment
disposition and acquisition services agreement with Bethlehem Steel Corp., the nation`s second-largest fully integrated steel producer.

=> CourtLink, the leading provider of online services for accessing court records and filing and servicing legal documents, announced that its
eFile service is now live in all 63 Colorado District Courts -- to become the first-ever statewide electronic filing service. CourtLink also
announced that use of its eFile service has been mandated to streamline court filings in a large multi-party Firearms Case in San Diego
Superior Court, as well as to manage asbestos litigation in Boulder County, Colo.

=> eCredit.com and SunTrust Credit Corp. announced that SunTrust Credit is using the eCredit.com credit decision software for automated
approval of small business financing and revolving lines of credit. eCredit.com solutions help Fortune 1000 companies, financial services
organizations and e-businesses automate credit and underwriting to better manage risk and deliver a portfolio of financing options at the
point of sale.

=> eMarketCapital, a provider of private-label leasing services that help manufacturers close more deals by making competitive lease financing
available to their customers, announced that Mellon Leasing Corporation will participate as a lender in the Internet-based B2B leasing
service that eMarket Capital provides to major capital equipment manufacturers nationwide. eMarket Capital also recently announced that
GMAC Commercial Mortgage`s Equipment Finance Group has signed on as a participating lender for the company`s leasing service.

=> Freeborders, a leading provider of collaborative product management solutions for the global retail industry, announced that Levi Strauss &
Co., one of the world`s leading branded apparel companies, will roll out Freeborders` CPM Component(TM) to additional mills worldwide.
Freeborders also announced an agreement with S.R. Gent, a leading European apparel supplier, in which S.R. Gent will implement

Freeborders` CPM Design module, the front end of the design-to-delivery(TM) platform, to maintain a more efficient operation throughout
its manufacturing supply chain.

=> ICG Commerce, a comprehensive online procurement services provider has signed up and begun providing procurement services to Fortune
500 companies including ALLTEL, Sara Lee and Unisys. Through comprehensive procurement services, ICG Commerce has yielded an
average cost savings of 5 percent to 15 percent on indirect and direct material purchases. ICG Commerce also announced that it`s been
selected by Transora, the largest global e-marketplace for the consumer packaged goods industry, to provide critical e-procurement services
such as indirect category content, aggregated data and exchange infrastructure to Transora participants in North America. Transora consists
of about 50 companies trading online, including The Coca Cola Company, Johnson & Johnson, Kraft Foods, Inc. and PepsiCo Inc.
InvestorForce, a leading website for the institutional investment community serving pension plan sponsors, consultants and money
managers, announced that the City of New Orleans Retirement System has successfully completed a money manager search using

=> InvestorForce`s database and proprietary Search Exchange(SM). The firm`s web technology has been used to complete $1.8 billion in 21
online searches with an additional $3.8 billion in progress.

=> Jamcracker, a leading provider of enterprise IT and business applications and services, announced in early February that it has 42 customers
successfully using its service and an additional 41 customers in various stages of deployment, including CAT Technology.

=> Logistics.com, the leader in transportation procurement and management technology, announced that it was selected by Stevens Transport to
implement OptiYield Fuel&Route(TM), Logistics.com`s fuel and routing optimization tool for optimal trip planning and operational cost
control. The company also announced that Challenger Motor Freight has selected Logistics.com`s complete OptiYield solution to manage
and analyze its truckload operations via online delivery. Total savings for Logistics.com customers over the past 12 months exceed $100
million.

=> NetVendor, a leading provider of B2B sell-side Internet software, was selected by Heil Environmental Industries to extend its sales and
customer service channels onto the Internet. NetVendor also launched an e-commerce site for Kulicke & Soffa, powered by NetVendor`s
sell-side e-commerce application, E.MBRACE(TM). They also applied their online order and computer-aided design (CAD) capabilities to
deliver a sell-side solution for Leggett & Platt, to support its diverse businesses, which range from residential and commercial furnishings
to industrial materials and machinery.

=> Syncra Systems, a collaborative commerce leader, announced that its Collaborative Planning, Forecasting and Replenishment capability
(CPFR®) will be used by Transora and Momentx. CPFR® enables suppliers, manufacturers, distributors and retailers to share value chain
information real time via the Internet. This service paves the way for collaboration across the entire value chain. Syncra also announced an
agreement in which Ariba, Inc. will resell Syncra`s integrated product suite. The integration of Syncra`s supply-chain solutions with Ariba`s
Value Chain Management solution suite will enable Ariba customers to achieve end-to-end visibility among trading partners.



ICG`s network spans the three primary sectors of B2B e-commerce with:

Technology infrastructure companies that establish supply chain and commerce software platforms to allow for better, faster information
management and transaction processing between buyers and suppliers;
Horizontal service providers that automate and streamline non-core processes and enable the execution of online transactions with critical
services such as credit, logistics and procurement; and
Vertical solution providers that coordinate, organize and streamline information within specific industry supply chains.

The partner companies are further categorized by three stages of development -- public, developed, or emerging. The public category includes
ICG partner companies that are publicly traded. As this categorization relates to ICG`s private partner companies, the developed category
represents those believed to have the greatest near-term value potential for both shareholders and the network, based on a set of stringent criteria
including a proven, differentiated business model, a number 1 or 2 competitive market position and the expectation to become cash flow positive
within 18 months, among others. The emerging category includes companies that, as their businesses mature, may be able to meet the same
stringent criteria as those in the developed category.

===
===
===

Wednesday March 14, 3:14 pm Eastern Time

Forbes.com
Some Incubators Closer To Last Rites
By Lisa DiCarlo

When Forbes.com last surveyed the prospects of four Internet development companies (they don`t like to be called
incubators), we warned that they were on life support. As we predicted in January, things have taken a turn for the
worse at three of the four.

The latest news comes from CMGI (Nasdaq: CMGI - news), which yesterday reported a $2.5 billion loss that
includes a $2 billion writedown for its fiscal second quarter. The Andover, Mass.-based company failed to deliver
on every performance metric it outlined just two months ago. Its quarterly burn rate is about $75 million, $30
million more than where CMGI said it would be by year`s end. It will end its fiscal year with about $500 million in
cash, not the $600 million to $700 million it predicted in January.

And profitability is now nowhere in sight for any of CMGI`s five operating units. CMGI had said that four of the
five would be profitable.

One of its public, majority-owned companies, NaviSite (Nasdaq: NAVI - news), said today it hired Goldman Sachs
to pursue alternatives, including acquisition, and CMGI is looking for buyers for privately held Activate and
AdForce.

Another incubator, Idealab!, last week shut down its Silicon Valley office and said it would not start any new
businesses in that area, which is arguably the hottest of hotbeds for tech startups. The closure comes after Idealab!`s
decision to sublet its Boston office space. Its spacious but sparsely populated New York office may be the next to go.

The cost-cutting measures are certainly what Idealab!`s backers, who forked over $1 billion last March, want to hear,
but what`s missing is clean execution and proceeds generated by the next great idea. Just last week, Idealab! Chief
Executive Bill Gross announced New.net, a company that will sell Internet domains such as .family, .sports and .xxx
for $25 apiece.

The concept is interesting. Gross can bet that his billion-dollar backers will be watching like hawks to see if
New.net generates enough interest and sales to help make them whole.

It`s a complete strategy shift at Divine (Nasdaq: DVIN - news), formerly known as Divine InterVentures. In
mid-February, it bought a tiny software company, SageMaker, and is now trying to become a enterprise software
company. But Divine has no experience selling software to corporations, and the category it`s breaking into, called
enterprise information portals, is already crowded with much larger and more experienced players. If it`s smart,
Divine will let Computer Associates (NYSE: CA - news) market and sell the technologies brewing at its portfolio
companies. The pair has already announced that Computer Associates software will be integrated with SageMaker`s.
Could another sale to Computer Associates be in Andrew ``Flip`` Filipowski`s future?

Two weeks after Divine announced the strategy shift, it reported that for fiscal 2000, it lost $452 million on sales of
$44 million. The company`s shares are trading at $1.34

As Forbes.com predicted two months ago, Internet Capital Group (Nasdaq: ICGE - news) is making some headway.
Despite a $561 million fourth-quarter loss, which includes a $302 million writedown, there are signs the company is
moving in the right direction. It sold stakes in a few portfolio companies, including SageMaker, which was sold to
Divine for an undisclosed amount, and RightWorks, which was sold to I2 Technologies (Nasdaq: ITWO - news) for
$114 million. That`s a decent sign that ICG has the ability to pick winners in the B2B space.

ICG, which also managed to halve its annual burn rate, is invested in about 15 companies that it considers high potential. Still, ICG shares are
trading at $2.78, and it`s unclear when the company will turn a profit.
It appears to have a better shot than its three counterparts at long-term
success
.

So what`s the bottom line for investors in these Internet development companies? It looks like things will get even worse for CMGI before they
get better, with the company emerging as a shell of itself, maybe even without CEO David Wetherell. One should expect to see Divine spend its
cash buying companies to augment its portal strategy, but it just doesn`t have strong enough legs to compete independently in that space. ICG
appears to be the only company in the group delivering on at least some of its promises.

None of these companies is a flatline yet, but they`re flattening out at an alarming rate and in terms of executing a turnaround, most are moving in
the wrong direction.
 
aus der Diskussion: INTERNET CAPITAL GROUP - es geht los ?
Autor (Datum des Eintrages): guuruh  (06.04.01 21:08:09)
Beitrag: 100 von 17,989 (ID:3259958)
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