i2 Technologies - die neue SAP ?! - 500 Beiträge pro Seite

[Softbank]

An allen Ecken hört man aus dem B2B-Bereich immer nur Ariba und Commerce One.

Für mich ist i2 die eigentliche Perle im B2B-Bereich und - wie hier in Deutschland nur wenige Wissen - Weltmarktführer im Segment für Supply Chain Management Software. Allein dem SCM-Markt werden jährliche Zuwachsraten von ca. 50 % prognostiziert.

Da meiner Meinung nach sowohl der SCM-Bereich als auch der B2B-Bereich dramatisch wachsen werden, erwarte ich für i2 eine ähnliche Entwicklung wie in den letzten Jahren bei SAP. i2 könnten SAP sogar in einigen Jahren überholen.

Wie seht ihr die Entwicklung von i2?

Softbank

[Scar]

Merril Lynch scheint es erkannt zu haben. ITWO wurde heute von Neutral auf Kaufen "upgegraded".
Möchte meinen Anteil jedenfalls noch aufstocken und hoffe noch bessere Einstiegskurse zu kriegen. So um die 90 wäre toll.
Mal sehen vielleicht hab ich ja Glück.

Viele Grüße aus Regensburg
Scar

[maliany]

einige Leute in USA denken, dass I2T morgen auf 90$ fällt, das wäre wieder ein Kaufkurs. Hmm, im Moment frage ich mich, ob ich sie nicht einfach kaufen soll, nachdem ich zum zweiten Mal (!) den Einstieg bei um die 80-90 verpennt habe. I2T hat Zukunft! Leider ist die Aktie in den USA keineswegs so unentdeckt im Vergleich zu Ariba/Comm1 wie in Europa, und in den USA werden die Kurse gemacht! I2T hatte letzte Woche schon 140 (oder wars vor zwei Wochen?), insofern ist der heutige Schlußstand billig genug. Vielleicht kratze ich morgen noch Geld zusammen und kaufe mir ein paar I2Ts
by the way: was macht den Softbank? Du lieber Himmel, denen stehen noch harte Tage bevor bis zum 25.4..... Kann man die dann wirklich nicht mehr verkaufen bis Juni??? (sorry, gehört nicht hierher, ich wurde nur durch den Usernamen Softbank dazu inspiriert )

[Softbank]

Das i2 in den nächsten Tagen wieder auf 90 $ fällt kann ich mir nicht eigentlich nicht vorstellen. Sollte die NASDAQ aber nochmals stark korrigieren, will ich das nicht ausschliessen.

Grundsätzlich sehe ich i2 als einen der Gewinner der Korrektur. Ich den Staaten setzt sich langsam aber sicher wieder die Erkenntnis durch, dass der B2B-Bereich sehr dynamisch wachsen wird.

Die drei Grossen (Ariba, Commerce One und i2) haben im ersten Quartal allesamt Rekordergebnisse berichtet und die Erwartungen der Analysten weit übertroffen.

Seit einigen Wochen wird in den USA auch die These vertretten, dass Unternehmen der Old Economy Chancen durch das Internet haben. Sie müssen ihre alten Geschäftsmodelle an das Internet anpassen. Dazu benötigen sie natürlich die entsprechende Software. Die für mich beste Software in diesem Segment stellt i2 zur Verfügung.

Insgesamt sehe ich mittelfristig - auch bei kurzfristigen Korrekturen an der NASDAQ - eine sehr positive Entwicklung bei i2. Sollten in den nächsten Wochen wieder Meldungen über positive Abschlüsse von i2 erfolgen, sehe ich durchaus Kurse um die 150 $.

Softbank

PS: maliany, Softbank kann hier in Deutschland uneingeschränkt gehandelt werden. Die schlechten Tage von Softbank sind jetzt hoffentlich vorbei. Heute ist Softbank wieder um 6,5 % gestiegen. Auch die Japaner werden einsehen, dass ihr Wirtschaftsaufschwung eng mit dem Internet verbunden ist. Am 19. Mai ist Analysten Konferenz bei SOftbank. Ich denke von da ab geht es wieder deutlich nach oben.

[Reichert73]

Seit Dienstag ist die Aktie fast 30% gestiegen. Z.Z. habe bin ich wieder in der Gewinnzone.

Wie geht es weiter?

Mfg Matthias

[XANA]

ich halte die Aktie für ein sehr gutes Investment, ich bin vor 2 Wochen bei 106 Euro eingestiegen und heute bei 142 Euro wieder
ausgestiegen, da wir die Marke von ca. 100 Euro nochmals testen werden. Die Aktie hat eine sehr grosse Schwankungsbreite.

[ZOR]

Hab die Aktie damals bei 178 Euro eingekauft und dann kam die Korrektur :-(
Sieht irgendjemand die Chance, daß ich in nächster Zeit wieder in die Gewinnzone komme?
Bin sehr von der Aktie überzeugt, aber trotzdem ist es sehr anstrengend, die enormen Schwankungen auszuhalten...

[Softbank]

Hallo ZOR,

in der jetzigen technischen Verfassung kann wohl kaum jemand eine verlässliche Prognose abgeben.

Ich denke, dass spätestens mit den Zahlen für das zweite Quartal (im Juli 2000) der Weg in Richtung 200 $ gehen wird.

Bis dahin einfach nicht laufend hinschauen. Wie hat Kosto doch gesagt, Aktien sind ein langfristiges Investment.

Gruss Softbank

[flexicut]

mit I2 T bin ich auch durch ein Tal der Tränen und
Freuden gegangen. Bei 200 rein + 138 raus etc.!
Ich lese gerne die qualifizierten Anmerkungen von @SOFTBANK.

Z.Zt. verkneife ich mir die stdl. Kursverfolgung durch ängstliches
Ignorieren - aber ich bleibe drin, diese Aktie wird bei der
nächsten TOP-Meldung explodieren ( naja, besser steigen ).
Ist der 9 Millarden-Deal schon über die Bühne ?

Also spätestens Montag sehen wir wieder 140 -145...toi..toi..toi

[ZOR]

Hast ja recht SOFTBANK!
Drinbleiben und nicht auf die aktuellen Kurse schauen...
Ich denke auch, daß man kurzfristig nicht schlapp machen sollte.
Augen zu und durch, denn i2 ist ein guter, wenn nicht gar sehr guter Wert...
Gruß,
ZoR

[XANA]

Hallo Zor,

I2 nähert sich langsam wieder der 100$, dann werde ich wieder einsteigen. An Deiner Stelle würde ich auch noch ein paar
nachkaufen, damit sich dein Einsteigkurs bessert. Wenn I2 die 150$ Marke überwindet, werden wir wieder ordentliche Kurse sehen,
bis dahin geht I2 seitwärts (100 - 150).

[XANA]

Hi,

ich werde morgen wieder bei I2 einsteigen, mein Prognose ist eingetroffen. I2 hat heut mit 93,43$ an der Nasdaq geschlossen.

[heinz77]

hallo zusammen,

beobachte I2T. schon die letzten vier wochen. ich denke ich werde morgen auch meine ersten positonen aufbauen. natürlich kann es noch einmal weiter nach unten gehen aber denn richtigen tiefpunkt erwischt man eh nie. meine zweite position werde ich dann erst wieder bei 80$ kaufen. also viel glück für die nächsten tage:-)

gruß Heinz77

[XANA]

so sehe ich das auch, ein, zweimal nachkaufen ist ok, dann hat man einen guten Mittelwert. Ich denke aber, das I2 bei 90 - 100$
der Boden ist.
Ich bin heute bei 103 Euro eingestiegen.

[flexicut]

!

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[Softbank]

I2 hat heute wieder einen neuen Deal verkündet:
Thursday May 11, 12:19 pm Eastern Time
Company Press Release
National Association of Convenience Stores Selects i2 and Point of Sale Ltd. as Partners in Internet Marketplace for $505 Billion Convenience Store and Petroleum Marketing Industry
ALEXANDRIA, Va.--(BUSINESS WIRE)--May 10, 2000--The National Association of Convenience Stores (NACS) announced today that it has selected i2 Technologies, Inc. (NASDAQ: ITWO - news), and Point of Sale Limited. (NASDAQ: POSI - news) as partners in creating a new company that will operate an electronic marketplace for the convenience store and petroleum marketing industry.

NACS, i2, and Point of Sale Ltd. (the parent company of the U.S.-based StorePoint, Inc.) are the founding partners of the exchange, which will be operated by the new company with industry participants and the founding partners as shareholders. The working name of the exchange is C-StoreMatrix.

``We are dot.com-ing the convenience store industry,`` said Dean C. Durling, NACS Chairman of the Board and Chairman of Quick Chek Food Stores (Whitehouse Station, N.J.). ``For nearly 40 years, NACS has been the trusted third-party provider of knowledge and connections for this industry. There is no one better positioned than NACS to partner with these two powerhouse technology firms to deliver an open and neutral Internet eMarketplace for the nation`s 119,000 convenience stores and 8,000-plus petroleum marketing companies.``

Durling noted that NACS initiated an extensive selection process to identify partners in developing this Internet marketplace and was guided by selection criteria that focused on which partners could best achieve an open and neutral marketplace.

``i2, with its proven track record of delivering value added ebusiness solutions and marketplace services, and StorePoint, with its breadth of hosted retail solutions, were the most compelling choices for partners in this venture,`` Durling said.

C-StoreMatrix is based upon i2`s TradeMatrix business-to-business-to-consumer marketplace platform and uses hosted application services from Point of Sale Limited.

In addition to i2 and Point of Sale applications that will be hosted by C-StoreMatrix, solution and service providers with Web-enabled applications will be invited to integrate with C-StoreMatrix to ensure openness and neutrality of the marketplace and offer the convenience store and petroleum marketing industry one-stop shopping.

The convenience store and petroleum marketing industry`s commerce spend or aggregated purchasing potential totals $505 billion annually, according to data from the NACS/CSNews Industry Databank and other NACS research. Convenience stores nationwide posted total sales in 1999 of $234 billion and are responsible for another $21 billion in the purchase of equipment, services and products not for resale. Total industry sales include merchandise, foodservice and gasoline. Convenience stores sell over 60 percent of the motor fuels sold at retail in the U.S.

The wholesale distribution transaction potential is projected at $150 billion in the convenience store industry, and manufacturer transaction potential for this marketplace is projected at $100 billion.

C-StoreMatrix will service the industry with four core sets of services:

1) Commerce: Enabling buying functions, including data aggregation, buying groups, supplies and equipment reverse auctions, petroleum exchange and products for resale, merchandising and trade promotion products, including new product launch, trade deals/promotions, and category management applications as well as enabling Web-based, application services for financial back-office, labor management, HR solutions, automated ordering and order fulfillment functions.

2) Content and Community: Providing knowledge and content, including industry news, publications, training materials, best practices, and legal and government advocacy. In addition, it will provide community-based forums, including discussion groups, and message boards.

3) Collaboration: Enabling and driving value through end-to-end communication and information exchange throughout the supply chain, including the sharing of consumption data to increase sales, minimize out of stocks, and increase customer service levels with decreased inventory through Web-based ordering and replenishment.

4) Connectivity: Providing seamless connectivity and data synchronization to related marketplaces in other industries and to consumers, and building from the platform of industry technology standards supported by NACS and other organizations and adopted by the UCC and other technology standard setting organizations.

``i2 is excited to be selected as a business partner with NACS to deliver an end-to-end solution for the convenience store industry,`` said Tom Cooper, Executive Vice President, eMarketplaces, of i2 Technologies. ``i2`s partnerships with StorePoint and viaLink represent proven industry solutions focused on delivering value today.``

``Historically, the convenience store industry has had a low rate of investment in information technology,`` said Larry Allman, CEO of Point of Sale`s U.S. subsidiary, StorePoint, Inc. ``By combining technology provided by Point of Sale and i2 with NACS` unrivalled brand and industry relationships, we believe that C-StoreMatrix will be uniquely positioned to address the needs of the convenience store industry and to help minimize operators` costs and accelerate time to value.``

The viaLink company`s (NASDAQ:VLNK - news) syncLink service will provide the electronic pricebook for synchronized product, price and promotion data used by the trading partners within the marketplace.

C-StoreMatrix`s Neutrality a Defining Edge

Leading Internet research firms are increasingly pointing to an exchange`s neutrality as the defining attribute among Net market makers. NACS` broad-based industry representation ensures that industry participants - retailers, distributors, wholesalers and manufacturers - will have equal and open access to C-StoreMatrix.

``The most successful exchanges will be the most neutral exchanges. This was NACS` primary guiding principle in developing an exchange for our industry and was our guiding principle in selecting i2 and StorePoint as partners,`` said NACS Chairman Durling. ``An immediate application of this principle will be an invitation extended to industry retailers and suppliers to participate in C-StoreMatrix, regardless of any other exchange affiliations.``

NACS` membership base is expansive, and ranges from the largest convenience store and petroleum marketing companies - including major refiners and large regional independent chains - to the thousands of stores operated by smaller and mid-size companies that serve the nation`s communities. In addition, the Association represents the nation`s principal consumer packaged goods suppliers and has had long-standing connections with these companies through its annual trade show.

This alliance is subject to the execution of the definitive agreement between the parties.

Joint Media Call: Thursday morning, May 11, 2000 - 9:00 am (EST)

NACS, i2 and Point of Sale will jointly host a conference call for media on Thursday, May 11 from 9:00 am (EST) to 10:00 am (EST). Participants in the U.S. and Canada, please dial 888/806-9459. Participants outside of the U.S. and Canada, please dial 703/871-3093. The call confirmation number is 421-8773. The call moderator is Lindsay Hutter of NACS.

About NACS:

The National Association of Convenience Stores (NACS) is an international trade association representing over 2,300 retail and 1,700 supplier members. Retail member companies operate over 79,500 convenience stores worldwide. Celebrating 39 years of industry service, NACS continues to be an integral part of the convenience store industry success story through its annual convention and trade show, and education, information and public affairs programs. Additional information regarding NACS, and the convenience store and petroleum marketing industry, can be accessed at C-Store Central, the industry Web site owned and operated by NACS, at www.cstorecentral.com.

About i2 Technologies, Inc. (NASDAQ: ITWO - news):

i2 is the leading global provider of intelligent eBusiness solutions. Founded in 1988, i2`s vision is to add $50 billion of value for its customers by the year 2005. i2 is headquartered in Dallas, TX, has approximately 3,400 employees and maintains offices worldwide. Visit i2`s Web site at http://www.i2.com.

TradeMatrix is a comprehensive electronic business solution that enables companies to deploy business-to-business and business-to-consumer portals. TradeMatrix offers the broadest spectrum of solutions and hosted services available including procurement, commerce, fulfillment, customer care, planning and product development enabling customers, partners, suppliers and service providers to conduct business in real-time. TradeMatrix services and marketplaces are powered by i2`s advanced optimization and execution capabilities for improved decision-making. i2 and the i2 logo design are registered trademarks of i2 Technologies, Inc. TradeMatrix is a trademark of i2 Technologies, Inc.

About Point of Sale Limited (NASDAQ: POSI - news) and its U.S. subsidiary, StorePoint:

Point of Sale Ltd., with headquarters in Israel, develops and markets enterprise-wide open software solutions predominantly for the food retailing industry, targeting at improving store operations, reducing costs and increasing worker productivity. The Company`s products have been installed in over 15,000 stores across 41 companies worldwide. The Company markets its point-of-sale, back office and head office solutions to convenience stores, supermarkets, and restaurants through direct sales, OEMs, local dealers and through its U.S. subsidiary, StorePoint, Inc. The Company was founded in 1982. For additional information, visit www.pos.co.il or www.storepoint.com.

Cautionary Language:

This press release may contain forward-looking statements that involve risk and uncertainties, including statements regarding the expected delivery and benefits of use of i2`s and Point of Sales`s products. Among the important factors which could cause actual results to differ materially from those in the forward-looking statements are competition, market demand, technological change, strategic relationships, recent acquisitions, international operations and general economic conditions.


--------------------------------------------------------------------------------
Contact:

National Association of Convenience Stores
Lindsay Hutter, Vice President
Industry Relations & Communications
703/684-3600 x313
[e-mail]

Ich denke, dieser Deal wird von den Analysten postiv aufgenommen.

[XANA]

Hi,

heute hat die Meldung noch keine großen Kursgewinne gebracht, aber ich denke es wird jetzt wieder aufwärts gehen. Wenn I2 die Marke von 150 Euro wieder überwunden hat, dann ist der Weg nach oben offen. Ich bin froh, dass ich heut wieder eingestiegen bin.

[Ultravox]

Hallo,

wer kennt die Planzahlen von i2.

Umsatz, Ergebnis/Aktie für 2000 und 2001
Wie viele Aktien gibt es?
Wie ist die Marktkapitalisierung von i2?

Gruß an alle i2 Freunde,
Ultravox

[TotalStock]

Hi UV,

P/E Ratio: 472.01
Total Shares Outstanding: 146,576,000
Earnings Per Share (EPS):** $ 0.23
Market Cap: $ 15,912,657,000
Current Yield: N/A
Dividend Amount: N/A
Ex Dividend Date: N/A
Beta:* 2.19

nicht gerade billig der Wert KGV vom 472 bei 15 Millarden Dollar, was solls. Quelle http://quotes.nasdaq.com/quote.dll?page=full&mode=basics&sym…

TS

[XANA]

Hi,

der Gewinn pro Aktien 2000 0,24$ und 2001 0,32$. Die Aktie ist nicht sehr billig, aber bei ca. 100$ sollte der Boden sein.

[Ultravox]

Hi TotalStock und Xena,

danke für Eure Infos.

Werde mir i2 in den nächsten Tagen mal genauer anschauen und gründlich analysieren.

Gruß, Ultravox

[Ultravox]

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[Softbank]

Hallo,

die hier stehenden Zahlen stimmen nicht !!!!

Die Zahlen für 2000 und 2001 können unter www.i2.com nachgelesen werden.

Softbank

[Ultravox]

Hallo,

die Planzahlen (Ergebnis/Aktie) sind ja auf der Homepage sehr übersichtlich dargestellt, sogar quartalsweise.
KGV 2001 ca. 200.

Die Planumsätze habe ich jedoch nicht gefunden.

Wäre nett, wenn jemand (Softbank) mir die Planumsätze nennen könnte.

Gruß, Ultravox

[Softbank]

Hallo,

hier eine weitere Empfehlung zu i2

I2 aussichtsreich Datum : 15.05.2000
Zeit :17:06


Die Aktienexperten vom infotech-SPEZIAL-REPORT sehen in der Aktie der I2
Technologies (WKN 900424) ein sehr aussichtsreiches Langfristinvestment.
Die Firma entwickle und vertreibe Software zur Abwicklung von Geschäften
im Internet. Mit dieser Software könnten Unternehmen sowohl B2B- als auch
B2C-Portale einrichten und konfigurieren.

Im letzten Jahr hätte die Gesellschaft einen Umsatz von 571 Mio. USD bei
einem Gewinn je Aktie von 14 US-Cents verbuchen können. Für das laufende
Jahr würden Analysten mit 826,3 Mio. USD Umsatz und einem Gewinn je
Anteilsschein von 39 US-Cents rechnen.

Hinter dem Wert stehe eine Firma, die mit schöner Regelmäßigkeit neue
Innovationen vorstelle und ihr Wachstum auch über Mergers und
Partnerschaften gewährleiste und absichere.

Weiterhin zähle I2 mit Partnern wie Ariba, IBM und VW und mit Kunden wie
Ericsson und Renault zu den Etablierten des Marktes.

Der Titel sei ein sehr aussichtsreiches Investment für langfristig
orientierte Anleger, so das Researchteam.


Softbank

PS: Hallo Ultravox, ich muß zu meiner Schande gestehen, dass ich bei diversen Internet-Adressen in den USA bislang noch keine Planumsätze für 2001 ff. gefunden habe. Bleibe aber am Ball.

[Ladasch]

Heute + 17,5 % und in den USA auch schon wieder im Plus!
Was will man mehr!!

[Ultravox]

Hi Softbank,

bei den Nasdaq Werten ist es immer sehr schwer Infos zu sammeln.
Deshalb bin ich zZ. nur in Entrust investiert. Letzte Woche zu 51€ eingestiegen.

Auf meiner Watchlist stehen noch i2, CheckPoint und Inktomi, wobei i2 mein Favorit ist.

Die Bewertung ist natürlich verdammt hoch, doch es sollte i2 gelingen in die hohe Bewertung hinein zu wachsen.

Vor allem ist das Risiko viel geringer, als bei so B2B werten wie C1 oder Ariba, wo doch immer kartellrechtliche Bedenken an den Tag kommen.

Bei i2 setze ich ein Limit von 100 $.

Also, besten Dank für die Infos zu i2

Gruß, Ultravox

[Softbank]

Hallo,

wieder gute News aus den USA:

MORGAN STANLEY DEAN WITTER
Outperform

Company Description
i2 Technologies provides supply chain management
software. The company’s products are used to plan and
schedule manufacturing and related logistics, from raw
materials procurement to customer delivery. i2’s product,
RHYTHM, allows customers to model supply chains and
generate integrated solutions for planning and scheduling
problems. i2’s products have been integrated with virtually
every major release of the ERP systems.
On March 13, i2 and Aspect Development announced a
merger. Aspect provides collaborative solutions for B2B e-commerce.
The combined company is expected to have
4,000 employees and an R&D budget in excess of $1
million per day. The deal is expected to close later this year.
Valuation
We rate ITWO Outperform. We believe i2’s core supply
chain planning business has been reinvigorated by the
company’s timely move into e-business. In our view, ITWO
is suitable for investors with a tolerance for the volatility
associated with technology stocks.

Key Investment Positives
· Supply chain software — the value add. The web has
increased the variability and velocity of supply lines.
Inventory is an easy but expensive substitute for information
and good planning. But building an efficient supply chain
that is flexible enough to handle the variability of
product/component specifications, but tight enough to do so
quickly and efficiently, is one of the largest of all
operational challenges.
· Expanding its product footprint. The company is
moving beyond its roots as a supply-chain management
vendor promising to reduce inventory in the plant. i2 has
expanded into product life-cycle management, electronic
storefronts, trading exchanges, and business optimization
products.
· Three-way partnership between i2, IBM, and Ariba. In
combination with these companies, i2 can offer a complete
solution for public or private exchanges, rich with value-added
services covering content, direct procurement, and
supply chain management. The alliance was formed in the
first quarter of 2000, and already several large customers
have signed on.
· Tradematrix.com. Customers often have to participate in
multiple supply chains and not just one vertical. A given
organization can be a consumer or supplier in multiple
supply chains, depending on what products are involved.
Tradematrix.com is a B2B platform to which new verticals
(high-tech, apparels, etc) can be added via collaboration
with strategic suppliers (Sun Microsystems, Unilever, etc.)
who implement the RHYTHM software. Over 50 exchanges
are currently being built using Tradematrix. The common
theme is a need for logistics optimization.
· Potential for recurring revenue. i2 has the best
salesforce in the industry when it comes to selling on value.
(Siebel is a close second). While exchange revenue is
negligible, the company is building a good base of
exchanges from which to generate recurring revenue over
time.

Key Investment Risks
· ERP threat. ERP vendors such as Oracle are marketing
their pre-built integration with their back-end systems. This
is a valid concern because there are so many “touch points”
between supply chain planning and scheduling and several
ERP modules (shop floor control, capacity planning, master
production scheduling). This integration, however, is also a
challenge for many ERP vendors who have less experience
doing it.
· i2 books big deals. The underlying deal flow is
necessarily lumpy, which can make comparisons in any
geographic or vertical market volatile quarter-to-quarter.
That could change with some of the new businesses the
company is entering, but the back-end skew to the quarter
for the near-term is likely to remain significant.
· Uncertainty about recurring revenues. The controversy
for B2B companies is whether recurring revenues are
sustainable. i2 aims to generate 10% of total revenue from
recurring sources by the end of 2000. There is still
uncertainty regarding the composition of these recurring
revenues and the eventual business model for these
eMarketplaces. Most likely, customers will use a
combination of transaction-based fees and subscriptions to
purchase value-added services, such as supply chain
management, demand forecasting, and planning
optimization. In this way, i2 hopes to leverage its core skill
set in the eMarketplace environment, facilitating complex
inter-enterprise planning and collaboration.

Softbank

[flexicut]

Hey, @SOFTBANK,

vielen Dank für Deine Mühe... !

[ZOR]

Und wieso wirken sich die guten Nachrichten nicht auf den Kurs aus???
MFG
ZoR

[Softbank]

Hallo ZOR,

i2 hat gestern gegen den Trend 5,8 % gewonnen. Was erwartest Du in der gegenwärtigen Marktsituation?

Ein weiterer Hoffnungsschimmer ist, dass i2 beim erstmaligen antesten der Tiefststände im April unter 80 $ gerutscht ist. i2 steht doch jetzt wesentlich besser da.

Softbank

[Softbank]

Hallo i2 Fans,

wieder mal gute News aus den USA:

Tech Stocks : Software


i2 May Be Fit to Survive in the B2B Rubble
By Joe Bousquin
Staff Reporter
5/29/00 7:30 AM ET



Quick, which business-to-business software stock doesn`t belong -- Ariba (ARBA:Nasdaq - news - boards), Commerce One (CMRC:Nasdaq - news - boards) or i2 Technologies (ITWO:Nasdaq - news - boards)?

All have been cast as the glam guys of B2B, the vanguard of a new generation of software companies that hope to capitalize on the rush toward B2B e-commerce. And all have gotten the snot knocked out of them lately: Ariba and Commerce One are at least 70% off their March highs, while i2 Technologies is 60% off its peak.

Yet some investors -- and a couple of fundamentals -- suggest that i2 doesn`t deserve the same pummeling as its B2B brethren.

Marc H. Klee, comanager of the $3 billion John Hancock Technology Fund, says i2, which was started in 1988, has a bit more heft than the two coconspirators it is often identified with.

"I am in no way diminishing the accomplishments that Ariba and Commerce One have made, but I think i2 is somewhat of a different animal," Klee says. "When you`re talking about i2 doing $1 billion in revenues [in 2001], you`re talking about a profitable company vs. companies that simply have a lot of potential."

In its most recent quarter, i2 reported revenue of $638.4 million, a rise of 58% over the year earlier period. By comparison, Ariba (ARBA:Nasdaq - news - boards) had revenue of $40 million, and Commerce One (CMRC:Nasdaq - news - boards), $35 million. Growth rates for those companies, though, were significantly higher, with Ariba growing 322%, and Commerce One surging 1,564% from the year earlier period.

And at a time when the amount of cash a company has on hand has become a recurring question at investment conferences, i2 can boast $638.4 million in cash. Ariba holds $249.3 million and Commerce One has $97 million in reserve.

"Some stocks are deflating and they`re never coming back," says Chris Bonavico, manager of the $500 million Transamerica Premier Small Company fund, which counts i2 as its largest position. "I don`t think I own those stocks. I own the ones that are going to be sustainable, stocks like i2."

Bonavico, who has been labeled a "True Believer" of i2 by Chicago-based fund tracker Morningstar, because he`s had as much as 10% of his assets in the stock, says he likes i2`s dominant position in the supply-chain software market. Using complex algorithms, that software tells companies the best way to buy, sell, order, ship and build things. In the quickly changing world of business, those are often maddening processes that can humble even the most effective managers. In short, doing what i2 does well isn`t easy.

"The bull case really is that i2, it has a working software solution for supply-chain management, which is a very difficult thing to do," Bonavico says. "Everything you`ve heard about B2B really is focused on the supply chain, i.e. managing all of the inputs you need to do business." He says supply-chain management solutions from SAP (SAP:NYSE - news - boards) and Oracle (ORCL:Nasdaq - news - boards) don`t come close to what i2 has to offer. Analysts peg its share of the supply-chain software market at 30% to 50%.

The flip side of that is that i2 is vulnerable to Oracle and SAP, which are developing broader, all-encompassing B2B software packages that may be more appealing to companies looking to do one-stop shopping.

And comparing i2 with Ariba and Commerce One too closely is sure to draw sneers from believers in the younger, faster-growing upstarts. After all, i2 was started by Chairman and Chief Executive Sanjiv S. Sidhu after he left his job at Texas Instruments (TXN:NYSE - news - boards) in 1988, and has had more than a decade to think about the best ways to get things done. Commerce One grew into its present self in 1997 and Ariba got off the ground in 1996.

i2, though, has already been noticed by many investors on Wall Street. At 26 times trailing twelve month revenue, the stock is hardly cheap, unless, that is, you compare it with Ariba (86 times trailing revenue) and Commerce One (a 70 multiple). In fact, i2`s valuation is more in line with Oracle, which trades at 20 times sales. In the midst of the recent market plunge, Oracle is off just 27% from its 52-week high set in March.

Bonavico, the true believer, concedes that i2`s "biggest risk is the valuation." And just because it`s cheaper than its young peers, doesn`t mean it couldn`t fall more. Indeed, valuation comparisons merely raise the question of whether i2 is more attractively priced, or whether Ariba and Commerce One have a lot further to fall.

And not everyone is hanging on to find out. According to Morningstar, $1.8 billion Strong Common Stock fund recently sold 365,000 shares of the stock. The stock`s high valuation was the reason for the move, though the fund still maintains a small position in the stock.

"We looked at the valuation, and it was just tough to justify on any fundamental basis," said Dave Carlsen, an analyst with the fund. "Given the correction in the marketplace, and B2B getting hyped so much in the fourth quarter, expectations got out of hand."

Strong wasn`t the only one selling i2. Sidhu, the company`s founder, has registered to sell 615,000 shares either directly or through his family`s accounts, since the beginning of May. Those shares are in addition to 200,000 shares Sidhu sold in late April, according to security filings. i2 did not return a call for comment on the registration.

"It`s always for the same reasons," says Michael R. Micciche, an analyst with Donaldson, Lufkin & Jenrette Securities, who rates the stock a buy and whose firm hasn`t done underwriting for i2. "They`ll say it`s to diversify or they`re buying a home or putting the kids through school. Most of these guys own so many shares that they do have to sell them in some systematic way. But it`s never something you like to see. Am I alarmed? No. But you`d rather see the insiders hang on."

As of Jan. 31, Sidhu owned more than 62 million shares of i2, or 39% of the company. That means the shares he recently registered to sell account for less than 1% of his holdings.

With the prickly atmosphere surrounding technology stocks, is there still downside risk in i2? Sure there is. In the Nasdaq`s head-fake rally and subsequent plummet on Thursday, i2 gave up 5 3/16, or 5%, to finish at 90 1/8. But many analysts and investors have price targets on the stock in the 140-150 range.

"I think there`s downside potential in any stock," says Hancock`s Klee. "But I think you could make a reasonable case of this stock going up in the mid hundreds, and your downside risk is probably still 25 points. So if I see 50 points of upside potential, and 25 points on the downside, I think the risk reward is worth it."

Especially if i2 is one of the few B2Bs left standing, when the smoke over technology clears.

Die Einschätzung der Fonds sollte isch zumindest nach Abschluss der Korrektur an der NASDAQ positiv auswirken.

Also, viel Glück beim Traden

Softbank

[Softbank]

Hallo zusammen,

anbei wieder ein sehr positiver Artikel über i2.

Besonders positiv finde ich die Ankündigung von IBM, die Beraterkapazitäten für i2 Software deutlich aufzustocken. Dies sollte auch bei den Analysten positiv aufgenommen werden, da dieser Entschluss eine langfristige Partnerschaft zwischen IBM und i2 signalisiert.

Vielleicht gehen die beiden Partner ja eines Tages zusammen?!

Wednesday May 31, 1:49 pm Eastern Time
Press Release
SOURCE: i2 Technologies, Inc.

i2 Offers IBM`s Application Management Services to E-Marketplace Customers; Companies Also Announce Expanded Relationship
DALLAS, May 31 /CNW/ -- IBM and i2 Technologies, Inc. (Nasdaq: ITWO - news) today announced the availability of IBM`s Application Management Services (AMS) for i2 e-marketplace customers.
This linkage, which offers i2 customers the opportunity to work closely with experts in IBM Global Services via solution centers worldwide, will help companies optimize the return on their investment in enterprise applications and facilitate strategic e-business initiatives.

AMS services include managing the customer`s enterprise applications for them so they can focus their limited IT resources on Internet collaboration and development of e-marketplace solutions. New IBM methodologies enable the cost-effective delivery of many of these services on an inbound basis to save money and make them affordable to midsize companies as well as individual divisions of large companies.

IBM and i2 also announced an expansion in IBM`s e-business services capabilities for i2-based solutions. In response to global demand for end-to- end solutions that leverage expertise in business requirements and software capabilities, IBM will significantly increase the size of its i2 consulting force.

IBM and i2 share market-leading e-business customers such as Lucent, Nortel Networks, Panasonic, Vanity Fair Corporation and Michelin. Both IBM and i2 offer e-business solutions that address the fastest growing segments of the Internet economy and enable companies to maximize efficiency, collaborate with suppliers and customers, and conduct intelligent e-business over the Internet.

"IBM and i2 deliver on the promise of total e-business solutions to address the rapidly changing competitive environment," said Bob Schwartz, CIO of Panasonic. "The combination of i2 software innovations, together with IBM Global Services business knowledge and execution excellence is proving a winning combination."

"In our dealings with IBM and i2, we find that they are experts in their field of system implementation and software innovation. IBM`s outstanding project management leadership, combined with i2`s inventive solution capabilities, delivers real business value -- not just technical completion," said Brian Clarke, director of trading exchanges at Nortel Networks. "That`s exactly what we look for in a total solution provider."

"IBM continues to impress us with their global delivery expertise," said Darryll Dewan, group vice president at i2. "To date, seven of the 10 largest i2 customer implementations have been managed by IBM Global Services. We are very pleased with their increased commitment to deliver intelligent e-business solutions."

"IBM has applied i2 solutions and proven methodologies to enable our own e-business transformation, resulting in significant cost reduction and tangible value," said David Rawlings, global offering executive, IBM Global Services. "The demand is growing to leverage our real-world expertise in this area. Expanding our consulting force allows us to help even more customers improve service, enhance operational performance and improve their own competitive capabilities."

About IBM

IBM is the world`s largest information technology company, with 80 years of leadership in helping businesses innovate. IBM offers a wide range of services, solutions and technologies that enable companies to take full advantage of the new era of e-business. IBM Global Services is the world`s largest information technology services provider, with 1999 revenues of more than $32 billion. Services is the fastest growing part of IBM, with more than 138,000 professionals serving customers in 160 countries. IBM Global Services integrates IBM`s broad range of capabilities -- services, hardware, software and research -- to help companies of all sizes realize the full value of information technology.

IBM Cautionary Language

Information in this release may involve expectations, beliefs, plans, intention or strategies regarding the future. These forward-looking statements involve risks and uncertainties. All forward-looking statements in this release are based upon information available as of the date of the release, and we assume no obligations to update any such forward-looking statement. The statements in this release are not a guarantee of future performance and actual results could differ materially from our current expectations. Numerous factors could cause or contribute to such differences.

About i2

i2 is the leading global provider of intelligent eBusiness solutions. Founded in 1988, i2`s vision is to add $50 billion of value for its customers by the year 2005. i2 is headquartered in Dallas, TX, has approximately 3,400 employees and maintains offices worldwide. Visit i2`s Web site at http://www.i2.com.

TradeMatrix(TM) is a comprehensive electronic business solution that enables companies to deploy business-to-business and business-to-consumer portals. TradeMatrix offers the broadest spectrum of solutions and hosted services available including procurement, commerce, fulfillment, customer care, retail, planning and product development enabling customers, partners, suppliers and service providers to conduct business in real-time. TradeMatrix services and marketplaces are powered by i2`s advanced optimization and execution capabilities for improved decision-making.

i2 Cautionary Language

This press release may contain forward-looking statements that involve risks and uncertainties, including statements regarding the expected delivery and benefits of use of i2`s products. Among the important factors which could cause actual results to differ materially from those in the forward-looking statements are competition, market demand, technological change, strategic relationships, recent acquisitions, international operations and general economic conditions. For additional discussion of factors which could impact i2`s financial results, please refer to i2`s recent filings with the SEC, particularly the Form 10-K and Annual Report filed March 22, 2000.

IBM is a registered trademark of International Business Machines Corporation. i2 and the i2 logo design are registered trademarks of i2 Technologies, Inc.

Nortel Networks is a trademark of Nortel Networks Limited. All other company, product or service names mentioned may be trademarks or service marks of others.


For further information

Susan LaDow of i2 Technologies, Inc., 469-357-3027, or [e-mail]
or Glenn Hintze of IBM Corporation, 914-642-5449, or [e-mail]

Softbank

[schnigge]

aber wo soll der wert den noch hinlaufen ?? das ende der fahnenstange scheint weit unter der topmarke von 230 zu liegen. man muss immer im auge behalten, wo i2 herkommt.

[Softbank]

Hallo Schnigge,

die Überschrift zur diesem Thread meine ich durchaus ernst. Für mich baut i2 die Software für die Zukunft und ist SAP um längen voraus. Als Referenzkunde der SAP kann ich dies relativ gut einschätzen.

Mit diesem Beitrag möchte ich die Aktie auch nicht pushen. Dies ist in Deutschland ja ohnehin nicht möglich.

I2 hat nach meinem letzten Beitrag vom 30.05.2000 drei weitere Meldungen über neuen Marktplätze herausgebracht. Heute kam die Meldung, daß Best Buy die Software die SCM-Software und die e-commerce tools einsetzen will.

Die anderen beiden Abschlüssen waren mit MetalSpectrum sowie IBM, Nortel, Panasonic etc.

Die Meldungen über die Abschlüsse können unter i2.com oder unter finance.yahoo.com im Detail nachgelesen werden.

Nach der heutigen Meldung über den Deal mit Best Buy stieg i2 in den letzten Handelsminuten von 130 auf 138,5 $

Softbank

[ZOR]

Und trotzdem kam es nach einer Woche zu Gewinnmitnahmen, so daß der Kurs wieder gen Süden gegangen ist.
Oder wie siehst Du das, Softbank?
Mfg
ZoR

[Softbank]

Hallo ZOR,

der Kursverlauf bei i2 in den letzten Tagen ist eher typisch. Ich bin jetzt fast ein Jahr investiert und habe schon mehr miterlebt, daß i2 stark ansteigt und dann einige Tage konsolidiert. Anschliessend ist der Weg nach Norden wieder frei.

Gerade heute hat i2 eine strong buy Empfehlung von CSB Financial Group, Inc. erhalten. Der Kurs ist daraufhin in wenigen Minuten von 114 $ auf über 121 $ gestiegen.

Zur generellen Beurteilung von i2 sei folgender Vergleich angeführt:

Ariba hat eine Marktkapitalisierung von ca. 18 Mrd. Dollar bei einem erwarteten Umsatz von 92 Mil. Dollar in 2000.

i2 hat die gleiche Marktkapitalisierung bei einem erwarteten Umsatz von 640 Mil. Dollar.

Auch wenn Zweifler jetzt sagen, Ariba habe höhere Wachtumsraten. OK. Aber wie sehen die Wachstumsraten bei zunehmendem Umsatz aus? Sie gehen grundsätzlich zurück!

Die Anwort auf die weitere Kursentwicklung von i2 wird uns die Company am 18. Juli 2000 selbst geben. Dann kommen die Zahlen für das zweite Quartal, die traditionell über den Erwartungen der Analysten liegen werden.

Softbank

[ZOR]

Danke für die Info, Softbank. Die ganzen positiven Analysen für I2 kenn ich auch, gerade deshalb war ich wegen des Zick-Zack-Kurses
verwundert.
Dann werd´ ich halt I2 als ( wirklich lange) langfristige Anlage sehen müssen, die definitiv
1, 2 Jahre überschreiten wird.
MfG
ZoR

[ultrabruno]

Hallo ZOR,

mein erster Beitrag in diesem Board und nichts für ungut. Du bist in einer wirklich tollen Wachstumsaktie investiert...

...aber bitte überdenke nochmal Deine Definition von "(Wirklich lange) langfristig. Die 1 bis 2 Jahre passen nun wirklich nicht zu dieser Formulierung.

ansonsten sticht dieser Thread übrigens verglichen mit vielen anderen sehr positiv heraus. Ich schaue immer mal wieder gerne herein. Weiter so, an alle die hier bisher Ihre informativen Beiträge geleistet haben.

i2 kommt im Herbst auch wieder zu alten Höchstständen. Hoffe ich zumindest.

[ZOR]

Hallo Softbank ( Deinem Namensvetter geht´s ja nicht so gut :-)),
LÄNGE liegt doch im Auge des Betrachters, oder?
Hab jetzt einige Tage mal NICHT nach der Börse geguckt und mir fiel mal wieder
auf, daß I2 stark korrigiert.
Gibt es dafür irgendwelche fundamentalen Gründe, oder hat es etwas mit der schwachen NASDAQ zu tun?
Mfg
ZoR

[Softbank]

Hallo ZOR,

die Sache mit meinem Namensvetter trifft mich natürlich hart. Ich hätte Softbank beim Höchststand im Februar steuerfrei (!!) verkaufen können. Leider war das Kursziel von Lehman zu der Zeit bei 3.600 EURO und ich dachte ... (hinterher ist man immer schlauer).

Aber nun zum Thema I2.

In den letzten Tagen und Wochen gab es ausschließlich gute Nachrichten zu I2. Mehrere Brokerhäuser haben die Kursziele von I2 angehoben und strong buy`s vergeben.

Die Wirkung war leider nicht so, wie wir uns das wohl vorgstellt haben. Heute gewinnt I2 aber gegen den Trend 6%. Ein positives Zeichen sind für mich auch die hohen Umsätze an den Tagen mit Kursrückgängen.

Am 18. Juli gibt I2 Zahlen für das 2. Quartal bekannt. Diese werden m. E. deutlich über den Analystenschätzungen liegen.

Hier noch Planzahlen zu I2 für 2000 und 2001:

Quartal Planumsatz(in Mio. $) Ergebnis pro Aktie
Q1-00 $186,28 (IST) $ 0,07

Q2-00 $187,36 $ 0,08
Q3-00 $204,81 $ 0,09
Q4-00 $245,38 $ 0,14
Q1-01 $255,20 $ 0,10
Q2-01 $256,69 $ 0,12
Q3-01 $280,60 $ 0,11
Q4-01 $338,62 $ 0,21
(Quelle: CE Unterberg Towbin, 12.06.2000)

I2 wird diese Zahlen natürlich toppen!

Softbank

[sweif]

hey,

Ich bin bei 97 $ dabei.
I2 wird bald fliegen.

peace.

[4runner]

Ich bin seit heute dabei. Super 1/2 seitiger Artikel in der "Welt" heute. Überschrift "I2-Technologies-Rückgrat der B2B-Welt". Also ich bin überzeugt. Habe auch schon länger C1. Ich denke I2 wird schneller laufen.

[Softbank]

Hallo zusammen,

anbei wieder gute News zu i2. Dieser Beitrag verdeutlicht auch nochmals, das i2 auf Grund seiner Marktführerschaft im Bereich SCM-Software sehr stark vom B2B-Boom proftieren wird.

i2 steigt heute in der ersten Handelsstunde auf 108 $ (über 6%).

In diesem Zusammenhang könnte Manugistics als weiterer Anbieter von SCM-Software ein lohnendes Investment darstellen. Manugistics ist zur Zeit noch deutlich günstiger bewertet als i2. Hier sollten jedoch nur kleinere Positionen aufgebaut werden, da Manugistics noch nicht in der Gewinnzone ist.

The Wall Street Transcript Publishes Money Manager comments on i2 Technologies

NEW YORK, Jul 6, 2000 (BUSINESS WIRE) -- Paul LeCoque, President of LongView
Capital Management, LLC, examines portfolio management strategies in this timely
and deeply informative 7,200-word interview from The Wall Street Transcript
(212-952-7433) or http://www.twst.com/info/info125.htm." target="_blank" rel="nofollow ugc noopener">http://www.twst.com/info/info125.htm.

In a valuable review of investing strategies, LeCoque explains his approach to
managing money, his insights about the sector, explains his portfolio
composition, and offers specific stock recommendations.

LeCoque declares, "The investment strategy of LongView Capital Management, LLC
is highly selective; generally less than 50 of the 8,000 or so public companies,
or approximately half of 1%, will even qualify for investment at any given time.
It also is an investment philosophy that is inherently conservative but still
offers investors significant upside potential. The high-tech financial markets
are extremely volatile. However, by choosing to invest only in emerging and
clear-cut technological leaders, the level of risk should be reduced."

"LongView`s objective is to build an army of science and technology powerhouses
that are growing at least 20%-30% annually," LeCoque reports.

LeCoque highlights i2 Technologies (Nasdaq: ITWO), "One of my favorite positions
in B2B is i2 Technologies. I look at i2 the way I look at a lot of my
semiconductor, data storage, networking and fiber-optic companies. That is, no
matter who wins in the B2B exchange and e-commerce marketplace, you`re still
going to need supply chain software, and i2 is the dominant provider of supply
chain software."

To obtain this insightful 7,200-word report, call [phone] or see
http://www.twst.com/info/info125.htm

The Wall Street Transcript is a premier weekly investment publication
interviewing market professionals for serious investors for over 37 years.

The Wall Street Transcript has launched a new free service where investors can
ask the above company (or any public company) a question at
http://www.qawire.com

The Wall Street Transcript does not endorse the views of any interviewee nor
does it make stock recommendations.


CONTACT: The Wall Street Transcript

Softbank

[Mr.Nasdaq]

I2 steigt heute um 10%,

da einige investmenthäuser i2 auf strong buy aufgestuft haben.

[Softbank]

i2 gibt heute eine weitere große Kooperation bekannt:

IBM, i2 and Ariba to Work With Tiremakers Online Marketplace
7/12/00 4:52:00 AM
Source: Bloomberg News
Hanover, Germany, July 12 (Bloomberg) -- Continental AG, the world`s fourth-largest tiremaker, said RubberNetwork.com, the online marketplace it`s setting up with five other tiremakers, has chosen to work with International Business Machines Corp., i2 Technologies Inc. and Ariba Inc.

The company did not give any financial details about the alliance. The tire industry`s purchasing totals some $50 billion annually.

IBM, the world`s No. 1 computer maker, has been battling to win database software customers from Oracle Corp. IBM, i2 and Ariba have also set up an auction site with Volkswagen AG, Europe`s largest carmaker, to rival that being established by General Motors Corp., Ford Motor Co. and DaimlerChrysler AG.

``The alliance of IBM, i2 and Ariba was chosen because of their tried and tested solutions, which will add value for all participants,`` said Continental.

Other participants in RubberNetwork.com include Goodyear Tire & Rubber Co., Michelin & Cie. SCA, Pirelli & Co., Cooper Tire & Rubber Co. and Sumitomo Rubber Industries

Mit Continental wurde neben VW der zweite große deutsche Kunde gewonnen. So langsam kommen also auch die Aktivitäten außerhalb der USA ins Rollen.


Softbank

[cosimacosmus]

Hi,
Habe den Thread gefunden. Hier ein weiterer Deal:

IBM consortium wins retail exchange contract

JUL 18, 2000, M2 Communications - IBM, i2 Technologies and Ariba are to manage a
major new online retail trading network.

The WorldWide Retail Exchange is a web-based business-to-business exchange
backed by leading international retailers from Europe, Asia and the United
States. It is designed to facilitate trading between retailers and suppliers,
partners and distributors.

The IBM consortium will provide systems integration as well as host the exchange
and manage its construction. Financial terms of the multi-year agreement were
not disclosed.

The exchange is scheduled to go live this summer.

i2 notiert gerade bei 142,5 $. Denke wir können uns freuen

[Softbank]

Die Zahlen sind raus:

Umsatz $243 Million (erwartet $187.36 Million)
Ergebnis pro Aktie $0.10 (erwartet $0,08)

Nachbörslich haben die Zahlen noch keine Auswirkungen auf den Kurs, obwohl i2 auch die Flüsterschätzung übertroffen hat.

Softbank

[grasswil]

Leicht gestiegen ist ITWO nun 141 akzeptabel

[DimStar]

brillante zahlen

[cosimacosmus]

Glaube wir können zufrieden sein.
0,1 $ pro Aktie, dann die angestrebte Intensivierung der Kooperation mit IBM/ARBA.
Es geht voran.
Gruß cosima
Morningstar.com
Despite Reported Losses, i2 Had Its Best Quarter
By Todd P. Bernier


I2 Technologies (Nasdaq: ITWO - news), a firm specializing in supply-chain management software, is clearly one of the winners in the burgeoning business-to-business commerce software industry. But its shares are up more than sixfold over the past year, and only those willing to accept gut-wrenching volatility and significant risk should consider buying in at this point.

After the market closed Tuesday, i2 reported the best quarter in its history, with revenues of $242 million, up 84% compared with the prior-year period. Software-license revenues were spread across 78 transactions, with a staggering average deal size--a key metric in the software industry--of $1.8 million. Excluding noncash charges related to the acquisition of Aspect Development, i2 reported net income of $0.10 per share, handily surpassing First Call estimates by $0.02. Although the acquisition added $11 million to the top line, i2 would have exceeded estimates even without those revenues.

The main drivers of i2`s better-than-expected earnings were operating margins that improved during the quarter to 11% from 6% a year ago. These fatter margins owed to changes the company has made to its business model. Once simply a software vendor, i2 now works with businesses that need a place to buy and sell products over the Internet.

Because i2`s supply-chain management and decision-support software provide the foundation of a business-to-business trade exchange, the company is starting to generate a recurring stream of subscription revenue tied to the e-marketplaces it helps create. Approximately 100 of these trade exchanges are currently being built by i2`s engineers. Although the market for online exchanges is enormous, few companies can match i2`s soup-to-nuts capabilities.

And i2 continues to leverage off its solid nucleus of partnerships--especially with IBM (NYSE: IBM - news) and Ariba (Nasdaq: ARBA - news)--to build its brand and solidify its first-mover advantage in creating trade exchanges. These partners have been great sources of new growth opportunities.

Without question, the future looks rosy for i2 Technologies, with seemingly no speed limit on the firm`s growth rate. At about 22 times annualized sales, however, the stock is priced for perfection.

Todd P. Bernier can be reached at [e-mail].

[Softbank]

Hallo,

nach den super Zahlen von i2 wurden die Kursziele deutlich angehoben:

i2 Technolgies 2Q Earnings Met With Brokerage Target Hikes (ITWO)
(NewsTraders.com)--Business-to-business software firm i2 Technologies Inc.`s (ITWO) second-quarter showing was cheered by Merrill Lynch today, which increased its price objective on the firm to $155 from $120, in an action echoed across the brokerage world.
Merrill called the results "very solid" and pointed to "abundant evidence of continued market strength," as it raised its 2000 earnings forecast to $0.43 per share from $0.39 and its 2001 figure to $0.65 from $0.59.

The brokerage house maintained an intermediate-term rating of "accumulate" and a long-term opinion of "buy" on i2.

Meanwhile, UBS Warburg`s Andrew Roskill commented that even without the addition of its recently completed Aspect purchase, "buy"-rated i2 put forth an "excellent" quarter, as he ramped up his price bar on the stock to $160 from $140.

Roskill increased his 2001 EPS forecast to $0.63 from $0.58.

Joining the chorus was Prudential Securities analyst Doug Crook, who ratcheted up his price goal on "accumulate"-rated i2 to $150 from $110.

Not to be outdone, Donaldson Lufkin Jenrette analyst Mike Micciche served up his own target hike on the company, as he lifted his objective by $40 to $165, and reiterated his "buy" rating on i2.

Micciche boosted his 2001 bottom-line expectation to $0.65 per share from $0.59.

i2 announced yesterday that earnings for the second quarter, excluding amortization of intangible assets and acquisition-related charges, were $0.10 a share, ahead of the First Call/Thomson Financial expectation of $0.08.


Softbank

PS: In den amerikanische Boards geht das Gerücht um, i2 könnte in den S&P 500 aufgenommen werden. Leider kann ich die Substanz dieser Aussage nicht einschätzen.

[Softbank]

Hallo,

i2 hat gestern die Gründung eines Finanz-Marktplatzes bekanntgegeben. i2 beweist wieder einmal, daß die Software für alle Branchen tauglich ist. Ich denke, die Analysten werden diesen Marktplatz positiv bewerten und i2 entsprechend empfehlen.

i2 war gestern schon der Top-Performer an der NASDAQ.


Citigroup, Enron, i2 Technologies, S1 Corporation and Wells Fargo Launch FinancialSettlementMatrix.com, Inc.

Joint Venture to Streamline Payments and Simplify Business-to-Business E-Commerce

NEW YORK
08/07/00

Citigroup (NYSE: C), Enron Broadband Services (NYSE: ENE), i2 Technologies, Inc. (NASDAQ: ITWO), S1 Corporation (NASDAQ: SONE) and Wells Fargo & Company (NYSE: WFC) announced today that they have formed a new company to streamline buying, selling and facilitating payments in business-to-business (B2B) e-commerce. The new company, FinancialSettlementMatrix.com, Inc., will connect buyers and sellers in e-marketplaces with payment processing, credit and other services through multiple participating banks and financial services companies.
B2B e-marketplaces allow companies to procure general office and business supplies as well as direct goods and services in industries ranging from automobile and aircraft manufacturing to energy, chemicals and agriculture. FinancialSettlementMatrix.com intends to offer a complete and open payments system to these e-marketplaces that will allow buyers and sellers to access services provided by any of the participating banks or financial services companies. Forrester Research expects the transaction volume in B2B e-marketplaces will grow 70-fold by 2001 and will account for 53% of the $2.7 trillion that will be spent in B2B e-commerce by 2004.

E-marketplaces are creating large communities of buyers and sellers and automating many of the processes to conduct business online, from making catalog content accessible, to facilitating auctions and negotiating sales agreements. FinancialSettlementMatrix.com will be designed to reduce the financial risk of B2B e-commerce and address a significant obstacle to the growth of online exchange volume—the ability to safely make payments online and provide access to a wide range of payment options including credit solutions.

FinancialSettlementMatrix.com will leverage the expertise of its five founding partners in the areas of electronic payments, financial solutions, trade and the technological requirements of B2B e-marketplaces.

“Banks and other financial services companies are in the business of managing transaction and payment settlement risks, and have been successfully doing so for centuries,” said Steve Ellis, executive vice president of Wells Fargo’s Wholesale Internet Solutions and treasurer of the new company. “As an independent intermediary that can work with any marketplace technology, FinancialSettlementMatrix.com will be open to any e-marketplace and to multiple financial services providers. Our goal is to integrate with leading financial services providers using industry standard transactions so that an exchange or e-marketplace can deliver the broadest range of financial services to their buyers and sellers and provide a choice of financial services providers to their participants.”

“So far, various companies have separately offered individual financial services such as sourcing credit, escrow and payments authentication and processing,” said Sanjiv Sidhu, i2 chairman and chief executive officer. “But no one has offered them all together in a multi-bank model. The lack of a complete financial services solution for e-marketplaces has been a major inefficiency for B2B e-commerce and a bottleneck for these e-marketplaces, restricting their transaction volume. FinancialSettlementMatrix.com will offer a full package of financial services in an open system that can be seamlessly integrated into any e-marketplace.”

Enron will provide the Enron Intelligent Network as a delivery platform for FinancialSettlementMatrix.com. Enron’s global broadband network allows the scalability necessary to deliver secure, high-bandwidth content. The Enron Intelligent Network bypasses the congestion of the public Internet to provide a superior quality of service.

FinancialSettlementMatrix.com will be designed to provide financial services including payments, credit services, and ancillary services such as invoicing. All services will be integrated with i2’s TradeMatrix(TM) e-business solution with an open architecture, making them available to any e-marketplace, whether powered by TradeMatrix or by another technology. FinancialSettlementMatrix.com will help buyers, sellers, and financiers expedite the cash-flow process and increase liquidity in e-marketplaces.

This system will enable financial institutions to provide financing and process transactions for companies via trusted participant qualification, identification and selling, whether they have an existing relationship with each other or not. Other planned capabilities include letter-of-credit management, escrow handling, Electronic Data Interchange interfaces and electronic funds transfer support, and short-term trade finance.

"FSM.com will leverage S1`s internet-based payment processing technology, messaging capabilities and its corporate suite infrastructure," said Fred Dumas, vice president of S1 Corporation. "S1 has a rich history of facilitating and processing Internet business to business payments working with leading financial services providers worldwide.”

“FinancialSettlementMatrix.com will power marketplaces by providing a trusted financial payments infrastructure," said Ann Cairns, Global e-Solutions Head for Citigroup’s e-Business. "This is a critical component for the success of e-marketplaces because it will enable the service they provide to their customers. For Citigroup, a leader in providing transaction and financial services to the world’s largest corporations, developing payment engines for B2B marketplaces is an integral part of our global strategy to deliver the convenience, value, efficiency and reach afforded by the Internet to our customers."

“Enron is pleased to contribute its technological expertise to this new company, and to join forces with this group of industry leaders,” said Kenneth D. Rice, CEO of Enron Broadband Services. “The secure transfer of online financial data is critical for a venture of this nature. The Enron Intelligent Network can ensure the highest level of security and reliability for FinancialSettlementMatrix.com customers.”

About Citigroup

Citigroup (NYSE:C) the most global financial services company, provides some 100 million consumers, corporations, governments and institutions in more than 100 countries with a broad range of financial products and services including consumer banking and credit, corporate and investment banking, insurance, securities brokerage and asset management. The 1998 merger of Citigroup and Travelers Group brought together such brand names as Citibank, Travelers, Salomon Smith Barney, CitiFinancial and Primerica under Citigroup’s trademark red umbrella. Additional information can be found at www.citigroup.com.

About Enron

Enron Broadband Services is a wholly owned subsidiary of Enron Corp. (NYSE: ENE), one of the world’s leading electricity, natural gas and communications companies. Enron Broadband Services is a leading provider of high quality, high bandwidth delivery and application services. The company’s business model combines the power of the Enron Intelligent Network, Enron’s Broadband Operating System, bandwidth trading and intermediation services, and high-bandwidth applications to fundamentally improve the experience and functionality of the Internet. Additional information can be found on the Web at www.enron.net and www.enron.com.

About i2 Technologies

i2 is the leading global provider of intelligent eBusiness solutions. Founded in 1988, i2`s mission is to deliver $50 billion in value to its customers by 2005. i2 is headquartered in Dallas, TX, has approximately 5,000 employees and maintains offices worldwide. Visit i2`s Web site at www.i2.com.

TradeMatrix is a comprehensive electronic business solution that enables companies to deploy business-to-business and business-to-consumer e-marketplaces. TradeMatrix services and marketplaces are powered by i2’s advanced optimization and execution capabilities for improved decision-making. i2’s solutions also provide decision-support and content for procurement, product development, operations, e-commerce and marketplaces. i2’s products deliver additional value by reducing production and non-production/MRO spend and increasing revenue and market share by accelerating new product introductions.

i2 and the i2 logo design are registered trademarks of i2 Technologies, Inc. TradeMatrix is a trademark of i2 Technologies, Inc.

This press release may contain forward-looking statements that involve risks and uncertainties, including growth and future operating results, expansion of and enhancements to our product offerings, customer benefits attributable to our products, integration of Aspect Development, Inc.’s business, products and technologies into i2, management of our company, marketing activities and or strategic focus. For a discussion of factors which could impact i2’s financial results and cause actual results to differ materially from those in the forward-looking statements, please refer to i2’s recent filings with the SEC, particularly the Form 10-K filed March 22, 2000 and Form 10-Q filed May 15, 2000

About S1 Corporation

S1 (Nasdaq: SONE), the pioneer of Internet banking, is one of today`s leading global providers of innovative Internet-based financial services solutions. S1 offers a broad range of applications that empower financial organizations to increase revenue, strengthen customer relationships and gain competitive advantage by meeting the evolving needs of their customers across various lines of business, market segments and delivery channels. Through its professional services organization, S1`s applications can be implemented in-house or outsourced to the S1 Data Center. Additional information about S1 is available at www.s1.com.

Statements in this news release concerning future results, performance, expectations or intentions are forward-looking statements. Actual results, performance or developments may differ materially from forward-looking statements as a result of known or unknown risks, uncertainties and other factors, including those identified in the Company’s filings with the Securities and Exchange Commission, press releases and other public communications. In addition, nothing in the press release should be viewed as an update or comment on earlier forward looking statements provided by S1 Corporation. As noted above, because actual results, performance or developments may differ materially from forward-looking statements, S1 will not update such statements over the course of future periods.

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a $234 billion diversified financial services company providing banking, insurance, investments, mortgage and consumer finance services through almost 6,000 stores, its Internet site (www.wellsfargo.com) and other distribution channels across North America and elsewhere internationally. Wells Fargo is the leading Internet bank in the world.


Softbank

[Behme]

Also zum Hauptthema: Wer ist neue SAP ??

Für mich wird es sein: Siebel Systems WKN: 901645
Performance Jahr: 430,7

Das Gute: Der Firmengründer kommt von Oracle und die Vertriebsmannschaft von SAP !!!!

Börsenwert der Firma: Ca. 34 Mrd. Euro

Gruß Behme

[Behme]

Also zum Hauptthema: Wer ist neue SAP ??

Für mich wird es sein: Siebel Systems WKN: 901645
Performance Jahr: 430,7

Das Gute: Der Firmengründer kommt von Oracle und die Vertriebsmannschaft von SAP !!!!

Börsenwert der Firma: Ca. 34 Mrd. Euro

Gruß Behme

[sweif]

Und Für mich : es wird keine neue SAP geben.

Und I2 ist kurz vor dem Ausbruch aus der flachen Abwärtsbewegung.

Daher Strong buy I2, werden dieses Jahr noch ein neues ATH sehen.

peace
sweif

[NASDAQ_100]

Sollte man jetzt in i2 reingehen oder abwarten ? Wer weiss mehr ???