Hier ist die Todesliste der Zeitschrift Barron`s: - 500 Beiträge pro Seite

[Northman]

Barron`s Table of Burn Victims

Below are the 207 Internet companies Barron`s reviewed.
They are ranked by how quickly they are likely to burn through their cash.
Burnout rates are calculated as of March 1, 2000.
An asterisk after a company name indicates that insiders have sold 25% or more
of the shares made available in recent secondary offerings. Not a good sign.

Results for Cal. 4th Qtr `99
Months
Market Operating Operating Till
Rank Company Symbol Value Rev`s Exp`s Losses Burnout
(2/29)
1 Pilot Ntwk Services PILT $ 557.60 $ 8.47 $ 3.83 $ -4.62 -0.14
2 CDNow CDNW 239.00 53.11 44.34 -34.69 0.37
3 Secure Computing SCUR 367.40 6.90 11.43 -7.60 1.51
4 Peapod PPOD 147.50 21.56 14.55 -9.07 2.01
5 VerticalNet VERT 7,688.80 10.09 17.10 -10.18 2.20
6 MarketWatch.com MKTW 595.70 10.00 28.70 -22.46 2.52
7 drkoop.com KOOP 229.20 5.10 25.73 -20.63 3.34
8 Infonautics INFO 114.90 5.85 7.93 -2.07 3.41
9 Medscape MSCP 512.90 4.02 27.99 -23.97 3.42
10 Intelligent Life ILIF 66.00 3.75 17.04 -13.29 3.51
11 Digital Island ISLD 7,029.90 7.60 32.27 -24.67 3.54
12 Splitrock Services SPLT 2,656.80 89.56 168.01 -78.45 3.75
13 VitaminShoppe.com VSHP 119.60 5.59 21.42 -19.21 3.94
14 Intraware ITRA 1,853.70 24.77 13.39 -6.66 4.21
15 Interliant INIT 1,872.60 19.00 24.25 -16.89 4.37
16 MyPoints.com* MYPT 1,188.90 13.25 22.05 -12.05 4.41
17 Egghead.com EGGS 338.40 146.14 97.95 -91.93 4.44
18 MotherNature.com MTHR 82.00 3.18 20.61 -20.46 4.47
19 ImageX.com IMGX 414.00 4.87 9.72 -8.43 4.50
20 BigStar Entertainment BGST 43.80 5.23 9.36 -8.01 4.52
21 Mail.com MAIL 672.90 6.12 22.02 -21.96 4.83
22 Cybercash CYCH 228.10 6.16 13.04 -10.35 5.57
23 Applied Theory ATHY 604.20 11.91 10.62 -6.99 5.58
24 WorldTalk WTLK 126.60 2.15 5.04 -3.42 5.79
25 Primix Solutions PMIX 175.10 3.80 3.13 -2.25 5.85
26 Newsedge NEWZ 114.20 19.72 27.42 -7.70 5.90
27 FTD.com EFTD 183.30 23.59 18.45 -11.82 6.45
28 ShopNow.com SPNW 491.60 13.42 37.63 -32.05 6.45
29 Beyond.com BYND 186.90 35.26 38.84 -34.06 6.87
30 Healtheon HLTH 8,080.50 102.15 305.05 -291.48 6.88
31 E Loan EELN 372.80 7.71 34.94 -27.23 7.35
32 Interactive Pictures IPIX 1,493.10 5.32 26.93 -24.73 7.53
33 Ask Jeeves ASKJ 2,137.70 10.90 29.55 -24.42 7.75
34 LoisLaw.com LOIS 468.60 2.32 8.17 -5.86 7.88
35 PlanetRx.com PLRX 612.00 5.10 53.01 -52.17 7.99
36 LifeMinders.com LFMN 1,041.70 8.04 25.11 -17.56 8.02
37 SmarterKids.com SKDS 105.30 4.31 22.14 -21.04 8.40
38 drugstore.com DSCM 824.00 18.49 45.16 -45.50 8.57
39 Ashford.com ASFD 290.30 20.10 23.79 -20.16 8.60
40 NorthPoint Comm. NPNT 2,870.40 11.62 53.08 -66.53 8.70
41 EarthWeb EWBX 263.00 11.47 17.57 -9.93 9.36
42 NetObjects NETO 1,005.00 7.91 10.77 -6.04 9.82
43 Tickets.com TIXX 748.40 12.83 30.10 -26.10 9.93
44 Salon.com SALN 80.50 3.02 9.82 -6.80 10.06
45 Amazon.com AMZN 23,423.80 676.04 361.63 -273.78 10.08
46 PurchasePro.com* PPRO 3,412.20 2.67 60.79 -58.39 10.25
47 Cobalt Group CBLT 201.10 8.38 11.72 -5.02 11.07
48 Multex.com MLTX 784.10 13.47 18.71 -8.83 11.29
49 eToys ETYS 1,691.60 106.75 96.64 -76.36 11.36
50 Kana Comms KANA 4,109.80 6.46 93.85 -90.60 11.68
51 E-Stamp ESTM 371.40 0.96 28.73 -29.43 11.82
52 Streamline.com SLNE 137.90 5.14 12.57 -7.43 12.16
53 uBid UBID 378.10 69.90 18.70 -12.08 12.20
54 Theglobe.com TGLO 206.30 6.42 21.18 -18.10 12.41
55 Quokka Sports QKKA 544.50 6.66 14.01 -15.72 12.46
56 Prodigy PRGY 1,278.00 67.12 65.09 -28.47 12.55
57 eCollege.com ECLG 131.30 1.74 5.74 -9.51 12.61
58 Online Resources ORCC 190.90 2.67 4.23 -4.28 13.06
59 AutoWeb.com AWEB 153.40 11.61 19.29 -8.84 13.11
60 Rhythms Net Connect RTHM 2,733.70 5.47 86.19 -80.72 13.83
61 LookSmart LOOK 3,689.30 18.51 38.08 -22.26 14.00
62 Barnes & Noble.com BNBN 1,135.70 82.13 62.99 -46.34 14.02
63 Juno Online Svs JWEB 805.40 18.01 24.42 -17.11 14.04
64 NetRadio NETR 47.50 0.67 5.85 -5.43 14.35
65 Cylink CYLK 581.60 17.47 18.15 -6.80 14.46
66 iVillage IVIL 557.50 19.26 44.09 -31.68 14.62
67 Critical Path CPTH 3,702.00 8.19 59.37 -58.88 14.67
68 Concentric Ntwk CNCX 2,232.40 45.89 68.58 -22.69 14.78
69 HomeStore.com* HOMS 5,105.50 27.37 50.45 -31.10 14.99
70 eGain Comms EGAN 1,605.60 2.38 13.80 -14.52 15.33
71 Fogdog FOGD 329.90 4.45 15.41 -14.79 15.34
72 Talk City TCTY 262.10 3.33 12.87 -10.44 15.49
73 ZipLink ZIPL 235.60 3.52 7.71 -4.19 15.58
74 TicketMaster-CitySerch TMCS 2,867.40 36.39 59.26 -49.31 15.65
75 SilverStream Software* SSSW 1,501.60 9.03 13.25 -8.34 15.86
76 Egreetings.com EGRT 194.80 1.63 16.28 -14.65 16.31
77 TriZetto Group TZIX 1,612.60 11.19 6.86 -5.39 16.43
78 Audible ADBL 328.40 0.42 5.98 -5.93 16.65
79 Ventro VNTR 7,377.80 19.28 17.75 -16.78 17.05
80 garden.com GDEN 122.50 3.61 8.98 -8.00 17.13
81 VocalTec VOCL 524.40 7.67 10.65 -5.26 17.20
82 Worldgate Comm. WGAT 749.10 2.68 14.49 -11.82 17.21
83 NBCi NBCI 2,676.90 15.68 81.09 -71.64 17.62
84 Quotesmith.com QUOT 134.60 3.00 10.51 -7.51 17.83
85 Exactis.com XACT 314.60 3.72 11.85 -8.63 17.93
86 Retek RETK 2,752.80 11.40 20.72 -16.58 17.95
87 NetZero NZRO 2,443.90 12.24 23.61 -26.51 18.24
88 MessageMedia MESG 696.20 4.91 22.12 -19.01 18.43
89 Log On America LOAX 127.80 1.66 5.20 -3.54 18.69
90 iGo IGOC 174.20 8.00 9.82 -8.09 19.27
91 JFax.com JFAX 168.40 2.63 6.42 -5.03 19.35
92 SportsLine SPLN 1,079.30 21.04 22.95 -15.49 19.54
93 V-ONE VONE 98.60 1.01 2.15 -1.29 19.71
94 VoxWare VOXW 51.90 1.01 2.15 -1.29 19.71
95 USinterNetworking* USIX 4,061.00 14.66 33.18 -32.72 19.75
96 DSL.net DSLN 1,608.60 0.81 11.74 -10.93 19.81
97 Persistence Software PRSW 321.46 4.71 7.82 -4.03 20.08
98 HealthCentral.com HCEN 113.40 0.70 15.01 -14.31 20.32
99 Student Advantage STAD 545.80 9.32 15.29 -5.97 20.35
100 CNET CNET 4,895.30 38.31 62.88 -39.22 20.48
101 Lionbridge Tech. LIOX 295.20 13.04 6.39 -2.57 20.97
102 Launch Media LAUN 230.10 6.62 21.27 -15.71 21.16
103 Netcentives NCNT 1,455.60 2.82 22.76 -19.94 22.88
104 OnDisplay ONDS 1,771.00 11.10 23.75 -16.91 22.90
105 WatchGuard Tech* WGRD 1,145.00 6.52 11.08 -6.96 23.54
106 yesmail.com YESM 646.60 8.17 8.03 -4.91 23.90
107 InsWeb INSW 524.40 2.02 12.29 -10.27 24.22
108 El Sitio LCTO 870.30 5.34 21.41 -20.96 25.19
109 Ramp Ntwks RAMP 360.10 4.81 6.40 -4.48 25.73
110 TheStreet.com TSCM 285.10 5.12 16.11 -14.19 27.55
111 Viador VIAD 432.00 4.20 8.08 -4.86 27.81
112 HealthExtras HLEX 184.60 2.73 7.29 -4.71 27.93
113 Digital River DRIV 754.50 27.46 13.00 -7.66 28.46
114 MedicaLogic MDLI 1,131.40 6.62 17.58 -13.58 28.68
115 NextCard NXCD 1,134.50 13.89 38.65 -24.75 28.69
116 Tumbleweed Comms TMWD 1,559.80 2.39 7.65 -6.09 29.11
117 Akamai Tech. AKAM 23,609.20 2.70 30.82 -28.12 29.42
118 StarMedia Ntwk STRM 3,040.50 9.00 39.87 -30.87 29.43
119 OneSource Info. Svs ONES 86.40 10.31 7.60 -1.29 29.57
120 iXL Enterprises IIXL 2,452.00 75.70 57.65 -24.38 29.73
121 Gric Communications GRIC 1,222.90 4.18 11.61 -7.43 29.83
122 Commerce One CMRC 14,698.90 16.89 22.04 -11.69 29.99
123 Stamps.com STMP 1,143.40 0.36 32.72 -34.80 30.31
124 EDGAR Online EDGR 140.00 2.05 3.82 -2.28 30.69
125 Onemain.com ONEM 301.90 32.75 24.28 -37.19 30.78
126 OpenMarket OMKT 2,212.10 25.27 24.69 -8.03 31.22
127 Calico Commerce CLIC 1,448.50 8.72 11.92 -6.73 32.33
128 Mcafee MCAF 1,425.90 8.40 12.00 -6.53 32.46
129 NetSpeak NSPK 278.50 3.09 5.85 -2.92 33.21
130 InterNAP Ntwk Svs INAP 13,059.90 5.50 14.92 -20.50 33.77
131 Silknet Software SILK 3,710.00 7.86 10.17 -4.50 33.92
132 HearMe.co HEAR 478.40 6.03 14.31 -9.75 34.08
133 NetPerceptions NETP 1,077.50 6.31 8.34 -3.34 34.19
134 ZapMe! IZAP 289.80 2.10 14.03 -11.93 34.44
135 E.piphany* EPNY 6,049.10 8.71 12.15 -7.26 34.60
136 Mortgage.com MDCM 166.60 13.92 11.07 -12.17 34.89
137 Interwoven* IWOV 3,477.70 7.55 10.07 -5.59 35.44
138 GoTo.com GOTO 2,840.10 13.30 20.25 -8.92 35.96
139 Priceline.com PCLN 8,108.40 169.21 947.56 -923.83 36.52
140 Be Free BFRE 2,359.60 2.62 7.78 -5.56 36.69
141 China.com* CHINA 5,071.00 10.88 19.73 -16.05 37.06
142 FreeShop.com FSHP 492.00 4.06 7.83 -4.17 39.00
143 Ariba ARBA 24,332.10 23.48 32.36 -12.32 40.17
144 Web Street WEBS 166.50 8.31 6.18 -2.77 40.43
145 autobytel.com ABTL 198.10 12.44 18.66 -6.22 41.08
146 Bluestone Software* BLSW 1,440.60 5.05 8.07 -4.59 42.09
147 ITXC ITXC 2,929.20 11.11 18.25 -7.14 42.81
148 CommTouch Software CTCH 698.00 2.24 9.04 -8.37 42.82
149 Knot KNOT 90.80 2.49 5.38 -3.43 42.84
150 InterTrust Tech ITRU 3,336.50 0.69 10.34 -10.20 43.35
151 Primus Knowledge PKSI 1,709.30 8.61 11.52 -4.95 44.42
152 Mediaplex MPLX 2,667.70 12.46 12.89 -9.90 44.89
153 Breakaway Solutions BWAY 2,185.80 10.61 9.68 -3.85 45.80
154 About.com BOUT 1,173.20 13.00 19.54 -11.18 49.66
155 Tut Systems TUTS 491.40 10.64 9.32 -4.64 49.74
156 iBasis IBAS 2,404.90 7.60 7.60 -8.19 50.40
157 S1 Corporation SONE 3,830.20 40.42 136.17 -117.69 51.73
158 E*Trade EGRP 6,095.60 246.01 199.18 -60.23 52.90
159 Preview Travel PTVL 637.70 1.22 7.19 -5.97 53.76
160 CyberSource CYBS 696.40 5.02 8.62 -7.61 54.40
161 Broadbase Software* BBSW 2,955.40 4.14 9.71 -7.03 54.49
162 GetThere.com GTHR 797.20 5.49 16.61 -14.94 54.69
163 Vitria Technology* VITR 11,640.40 12.20 14.58 -4.61 54.99
164 AltiGen Comm ATGN 267.70 2.49 3.45 -2.13 55.97
165 Webvan Group WBVN 599.10 9.07 57.35 -55.66 56.64
166 Quintus QNTS 1,261.50 13.51 18.38 -9.07 56.65
167 Liquid Audio LQID 547.50 1.35 9.98 -9.20 57.12
168 Hoover`s HOOV 134.60 5.47 6.89 -3.37 57.21
169 Digital Impact DIGI 662.30 4.01 8.91 -6.84 58.23
170 Women.com WOMN 453.70 13.36 23.89 -10.53 60.80
171 Earthlink ELNK 827.20 199.15 266.78 -67.64 60.85
172 Telemate.Net Software TMNT 73.80 4.06 4.98 -1.91 65.19
173 Active Software ASWX 2,523.40 11.61 11.05 -1.77 73.88
174 Media Metrix MMXI 688.10 7.57 20.55 -16.47 73.99
175 Keynote Systems* KEYN 3,824.70 4.80 7.59 -2.80 74.61
176 HotJobs.com HOTJ 775.10 8.60 13.20 -5.90 74.83
177 @plan.inc APLN 110.70 2.38 3.66 -1.28 79.88
178 U.S. Interactive USIT 881.70 11.60 15.48 -3.87 88.13
179 pcOrder.com PCOR 441.30 14.39 9.76 -2.94 91.25
180 Data Return DRTN 2,269.90 3.41 8.26 -4.85 91.69
181 Exodus Comm. EXDS 24,111.00 101.39 62.87 -39.88 96.37
182 BackWeb Tech. BWEB 1,344.70 7.87 9.30 -3.02 96.53
183 Internet.com* INTM 1,038.00 7.49 8.27 -4.21 99.76
184 USWeb/CKS USWB 3,249.80 186.94 123.64 -79.92 105.83
185 MP3.com MPPP 1,186.40 15.27 25.47 -16.71 118.86
186 Inktomi INKT 14,863.00 36.13 46.36 -10.23 129.79
187 Ameritrade AMTD 3,250.70 110.85 144.54 -33.70 130.11
188 Jupiter Comm JPTR 463.50 11.05 8.73 -2.20 130.24
189 eBenX EBNX 838.00 5.78 8.50 -2.72 144.38
190 Accrue Software ACRU 1,174.50 4.62 5.72 -1.79 145.21
191 Art Tech Group ARTG 4,722.80 13.28 12.37 -2.81 153.26
192 Wit Capital Group WITC 1,170.70 21.04 28.62 -7.58 160.79
193 Software.com SWCM 3,958.00 15.51 16.03 -4.65 180.66
194 Spyglass SPYG 1,049.30 8.21 6.67 -2.06 185.63
195 Phone.com PHCM 9,021.20 12.78 31.88 -23.26 187.55
196 NetRatings NTRT 1,167.00 1.55 7.05 -8.15 192.34
197 Scient* SCNT 4,974.90 42.68 47.55 -4.87 196.96
198 Agile Software AGIL 3,262.70 8.56 22.17 -15.68 207.02
199 Pivotal PVTL 1,008.60 11.54 10.04 -0.72 218.25
200 Marimba MRBA 1,505.80 10.07 10.34 -1.40 227.69
201 Andover.Net ANDN 598.10 2.06 5.35 -3.77 239.88
202 Vignette VIGN 13,504.00 40.94 33.36 -7.31 271.13
203 DoubleClick DCLK 8,000.30 93.69 96.08 -43.97 271.16
204 PSINet PSIX 3,034.90 185.40 354.70 -169.30 309.61
205 Allaire ALLR 1,694.00 18.33 16.61 -1.18 401.49
206 C-Bridge Internet CBIS 910.60 8.83 10.88 -2.05 427.37
207 Radware* RDWR 952.90 5.01 4.40 -0.20 1,024.07

Notes:
1. Universe includes only companies that went public prior to December 31, 1999
2. Operating expenses and losses include non-cash charges
3. Based on earnings releases (not adjusted for follow-ons, acquisitions, etc.)
4. Months till Burnout adjusted for two-month lag (December 31, 1999 to March 1, 2000)
5. Burnout excludes non-cash charges

All monetary figures are millions

Source: Pegasus Research International


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[Northman]

Hochheb

[germanasti]

In den nächsten 2-3 Monaten wird die Todesliste erste Realität werden.

Bin gespannt wie sehr die Nasdaq darunter leiden wird.

[Birne99]

Hallo zusammen,

Todeslisten sind so eine Sache. Sie basieren lediglich auf dem Kenntnisstand
des Verfassers. Eines darf angesichts einer solchen langen Liste doch bezweifelt werden.
Der Verfasser kann unmöglich alle diese Firmen und vorallem ihr Wirkungsfeld so perfekt einschätzen,
das er sicher den Tod eines Unternehmens erkennen kann.
Ich besitze zwar keine Aktien dieser oben genannten Firmen, kann aber bei dem einen oder anderen sagen,
das sich der Schreiber geirrt hat. Ein Beispiel wäre Amazon.
Es wird in diesem oder spätestens im nächsten Jahr eine technische Entwicklung geben, die gerade diesem
Unternehmen in die Gewinnzone hilft.

In diesem Sinne
Birne99