Critical Path (CPTH) - Schaut Euch die mal an, Ihr werdet es nicht bereuen!!! - 500 Beiträge pro Seite

[buckweiser]

{b] Hi Leute, ich habe heute einen Teil meiner Intershop Aktien (steuerfrei) verkauft und in Critical Path investiert: [/b]



WKN: 920241 US-Kürzel: CPTH

Homepage: http://www.cp.net

Critical Path ist einer der führenden Anbieter von Internet-Messaging-Dienstleistungen im Business-To-Business Bereich. Die eMail-Outsourcing-Lösungen und andere Kommunikationsdienste werden von Unternehmen, Webhostern und Internet Service Providern eingesetzt. Zu den über 180 Kunden zählen E*Trade, CompuServe, Exodus, Network Solutions und Comcast.


Umsätze (in Mill. $

1998: 0,070 / 0,066 / 0,156 / 0,605 Gesamt: 0,897

1999: 1,049 / 2,006 / 4,913 / 8,189 Gesamt: 16,157

2000: 24,553

2000 (e): 130,0

2001 (e): 240,0

Breakeven im 4 Quartal 2000



Aktueller Kurs(16.5):

Marktkap.:

11.5.2000 Critical Path mit Umsatzvorschau

Der Anbieter von Unified Messaging und E-Mail Lösungen erwartet einen Umsatz von $130 Mio. in diesem Jahr und einen Umsatz von $240 Mio. in 2001, im Jahr 1999 betrug der Umsatz noch $16,2 Millionen. Des weiteren soll das Unternehmen bereits im 4. Quartal 2000 die Gewinnzone erreichen. Analysten erwarteten einen Umsatz von $128 in 2000, $235 Mio. in 2001 und einen Verlust von $0,18 pro Aktie im vierten Quartal 2000. Außerdem verkündete der Präsident des Unternehmens, Sun Microsystems als neuen Kunden von Critical Path vorzustellen.



9.5.2000

Critical Path (WKN: 920241) und Hewlett Packard schließen Allianz

Der Hersteller von B2B Messaging Lösungen und Hewlett Packard beabsichtigen die steigende
Nachfrage von Unternehmen nach Verzeichnis, Datenbanken und Navigation
(Meta-Directories)innerhalb des Unternehmens zu befriedigen. Hierdurch sollen die Kosten für
Administration verringert, die Qualität der Informationen und der Informationsfluß im Unternehmen
erhöht werden.



5.4.2000 eBay vertraut Critical Path

eBay [Nasdaq: EBAY Kurs / Chart ], der weltweit größte Online-Auktionator, hat den Message-Service von Critical Path [Nasdaq: CPTH Kurs / Chart ] in seine Seite integriert. Critical Path ist Marktführer bei eMail-Outsourcing-Lösungen

Mit dem neuen Service können die 10 Millionen eBay-Mitglieder in 19 elektronischen Diskussionsforen, den so genannten Message-Boards, über unterschiedliche Gebiete miteinander "chatten". Der neue Service wird bereits von zwei Dritteln aller Seitenbesucher genutzt.

Zur Zeit nutzen insgesamt 75 Millionen Menschen die Critical Path-Technik, durch das Abkommen mit eBay werden es über 80 Millionen sein.



9.2.2000 Critical Path denkt auch an Handynutzer

Critical Path (Nasdaq: CPTH Kurs / Chart ; News) und American Mobile Satellite (Nasdaq: SKYC Kurs / Chart ; News) werden gemeinsam eine Mobilfunk-eMail-Lösung für Kunden von Critical Path entwickeln.

Internet Service Provider, Unternehmen, Webhoster oder Internet-Portaldienste können dadurch künftig auch eMail-Dienste für internetfähige Handys oder Handcomputer anbieten. Die neue Technologie wird American Mobiles USA-weites Mobilfunknetzwerk nutzen.

Critical Paths eMail-Technologien werden genutzt von CompuServe, Network Solutions, US West, Sprint, British Telecommunications und anderen.



..und hierder Bericht über das 1. Quartal:
Critical Path Reports Record First Quarter Revenues of $24.6 Million, up 200% Sequentially from the Previous Quarter
Critical Path Significantly Exceeds EPS and Revenue Consensus Estimates
SAN FRANCISCO, April 20 /PRNewswire/ -- Critical Path, Inc. (Nasdaq: CPTH) the dominant global provider of business-to-business Internet messaging and collaboration solutions for the corporate, Internet-centric, wireless and telecommunications markets, today announced record results for the first quarter ended March 31, 2000.

Revenues for the first quarter mark the largest quarter in Critical Path`s history at $24.6 million, a 200 percent increase over revenue of $8.2 million in the previous quarter ended December 31, 1999, and more than a 2,200 percent increase over revenue of $1.05 million for the same quarter of the prior year. The net loss for the quarter, excluding special charges was $16.8 million, or $0.33 per share, beating the First Call consensus estimate of a loss of $0.41 per share. During the corresponding quarter in 1999, the net loss, excluding special charges, was $5.4 million, or $0.77 per share. Including special charges, net loss for the first quarter ended March 31, 2000, was $76.9 million or a loss of $1.52 per share.

"We continued to increase gross margin in the quarter, reflecting the success of our business model and maintaining our path to profitability," said Doug Hickey, Critical Path`s CEO. Gross margin for the quarter was $9.2 million, a 513 percent increase over gross margin of $1.5 million in the prior quarter.

At the close of the quarter, Critical Path had 15.5 million outsourced mailboxes, up 40 percent from 11.1 million outsourced mailboxes at the close of the fourth quarter. The company also reported that it powers 69.8 million insourced mailboxes and 25 million wireless devices.

During the quarter, the Company signed long term contracts with more than 250 customers, including, eBay, Comverse Network Systems, Aether Systems, Libertysurf, yesmail.com, Intuit, iTurf, and People PC. "Our customer base provides us with an enormous market opportunity and is a true market differentiation by virtue of the quality and stature of our customers in all categories," said Hickey. "Our ability to satisfy the varying requirements and demands of these new customers reflects the power of our `Allsource` strategy, which gives businesses the flexibility to choose the services that fit their needs."

"We also demonstrated our strength in the wireless markets this quarter. We currently support wireless messaging to more than 25 million wireless devices," said Hickey. This quarter Critical Path established relationships with worldwide market leaders such as Eircell in Ireland, Tecnomen in Finland, American Mobile Satellite and General Magic in the United States, Mobistar in Belgium, and many more.

The Company also reported that as of March 31, 2000, its cash and cash equivalents were $348 million. This includes $290 million in net proceeds raised at the close of the quarter in a private offering of Convertible Subordinated Notes. "Our balance sheet differentiates us in the market. This will enable us to rapidly grow our business, form partnerships or seek strategic acquisitions allowing additional Allsource messaging capabilities," said Hickey.

About Critical Path, Inc.

Critical Path, Inc. (Nasdaq: CPTH) is the dominant global provider of complete end-to-end Internet messaging and collaboration solutions for wireless, Internet-centric, telecommunication and corporate businesses. Through its allsourcing strategy, Critical Path is the only advanced messaging provider to offer businesses the flexibility to outsource, midsource or insource all or part of their messaging and collaboration applications. Critical Path has built an industry-leading global infrastructure with data centers connected to key Internet exchange points. Critical Path provides reliable, secure, and scalable email and a flexible suite of enhanced messaging services to partners such as E*TRADE, CompuServe, Network Solutions, US West, Sprint, France Telecom, British Telecommunications, and ICQ. Critical Path is headquartered in San Francisco, with offices in locations nationwide and in Germany, England, Ireland, France, Denmark, Italy, Switzerland, Brazil and Argentina. More information on Critical Path can be found at www.cp.net.

Mein Fazit: Critical Path ist eines der am schnellsten wachsenden Unternehmen überhaupt (in der Hinsicht kann lediglich Commerce One mithalten )und hervorragend positioniert, sowohl im wireless als auch B2B Bereich. Allein im letzten Quartal wuchs das Umternehmen mit mehr als 200% gegenüber dem Vorquartal.(in 5 von den letzten 6 Quartalen sequentielles Wachstum >100%).Trotzdem befindet sich der Kurs noch weit von den Höchständen entfernt. Meiner Meinung biedet sich auf dem jetzigen Niveau eine sehr gute Einstiegsmöglichkeit(baut erstmal eine kleine Position auf, beschäftigt Euch weiter mit dem Unternehmen und kauft dann heftig nach)

Viel Spass mit Critical Path,

Euer buckweiser

http://www.buckweiser.de

[buckweiser]

schon 18% rauf heute

und news:

Critical Path Selected by USAespanol.com to Provide Advanced Internet Messaging Solutions to U.S. Hispanic Community
Critical Path Delivers Web-based Email To Hispanic Community via Leading Free Access Internet Portal
SAN FRANCISCO--(BUSINESS WIRE)--May 16, 2000-- Critical Path Inc. (Nasdaq: CPTH), the dominant global provider of business-to-business Internet messaging and collaboration solutions, and USAespanol.com Inc., a leading free Internet access portal for the Hispanic community, today announced that USAespanol.com will provide Critical Path`s Web-based email to its users throughout it`s 39 regional and subject portals.

Critical Path`s Web-based email enables USAespanol.com to provide its users with the most robust, feature-rich and secure email service available. Critical Path`s advanced Internet messaging solutions add another layer of value to USAespanol.com`s current service offering, which includes reliable, fast, unlimited and totally free Internet access. As a full-service Internet service provider with 39 regional portals across the United States and Canada, Critical Path`s Web-based email, localized in Spanish, will enhance USAespanol.com`s ability to provide both local and global content within the many diverse Latino communities in America and Canada.

"USAespanol.com is committed to providing our members with the leading Internet services they demand and through our relationship with Critical Path we are able to provide our customers with the most reliable, secure and scalable Internet solution available," said Walter Moriarty, president of USAespanol.com Inc. "By teaming with Critical Path we are able to deliver localized Web-based email service to our users and provide them with anywhere, anytime access to their email."

Critical Path`s allsourcing strategy provides companies like USAespanol with the flexibility to outsource, midsource, or insource their Internet messaging and collaboration solutions. By outsourcing its email to Critical Path, USAespanol.com can focus on further developing its regional portal sites while still delivering the most comprehensive, localized content and service offerings available to the Hispanic market today.

"USAespanol.com is playing an integral role in closing the digital divide by providing the burgeoning Hispanic market with free Internet services," said Dave Thatcher, president of Critical Path. "Critical Path`s highly scalable, secure and reliable Internet messaging and collaboration solutions remove the language barrier for multi-national companies like USAespanol.com because Critical Path`s solutions are localized in more than 16 languages."

USAespanol will deliver Critical Path`s advanced messaging solutions to its regional and subject portals including JobsEspanol.com, NewsEspanol.com, HealthEspanol.com, LosAngelesEspanol.com, NewYorkEspanol.com, MiamiEspanol.com, SanDiegoEspanol.com, ChicagoEspanol.com, HollywoodEspanol.com, DallasEspanol.com and SanAntonioEspanol.com.

About USAespanol.com, Inc.

USAEspanol.com Inc., the Miami Beach based Free ISP is focused on the 33.7 million strong Latino market in America by providing free access and regional content in over 90% of America and Canada through it`s co-branded partnership with 1stup.com, a majority owned company of CMGI. The company will soon announce the opening of regional offices in both New York City and California. "Online content that may of interest to our Latino end-users on MiamiEspanol.com (who are generally of Cuban heritage), differ from the interests of our Latino end-users on SanDiegoEspanol.com (who are mainly of Mexican heritage), and NewYorkEspanol.com (who are mainly of Puerto Rican and Colombian heritage). Maintaining regional offices will keep our team in touch with the various Latino cultures and issues, and provides advertisers with the bulls-eye on the target, not just the target". Said Moriarty.

About Critical Path, Inc.

Critical Path, Inc. (Nasdaq: CPTH) is the dominant global provider of complete end-to-end Internet messaging and collaboration solutions for wireless, Internet-centric, telecommunication and corporate businesses. Through its allsourcing strategy, Critical Path is the only advanced messaging provider to offer businesses the flexibility to outsource, midsource or insource all or part of their messaging and collaboration applications. Critical Path has built an industry-leading global infrastructure with data centers connected to key Internet exchange points. Critical Path`s technology currently reaches more than 100 million end-users through its customer relationships including more than 25 million wireless devices. Critical Path provides reliable, secure, and scalable e-mail and a flexible suite of enhanced messaging services to partners such as E*TRADE, CompuServe, Network Solutions, U S West, Sprint, France Telecom, British Telecommunications, and ICQ. Critical Path is headquartered in San Francisco, with offices in locations nationwide and in Germany, England, Ireland, France, Denmark, Italy, Switzerland, Brazil and Argentina. More information on Critical Path can be found at http://www.cp.net.

[buckweiser]

Interview mit CEO (anfang April):

Doug Hickey

Critical path`s ceo is on an acquisition binge, hoping to make his brand well known
By Anna Maria Virzi


How do you get visibility when you`re a behind- the-scenes brand? That`s the question confronting Doug Hickey, CEO of Critical Path, a company that offers private-label e-mail services. And in Hickey`s case, the answer seems to be: Grow like crazy. So far, so good. Today, Critical Path manages more than 55 million e-mail boxes, up from 11 million a year ago--an increase largely attributable to the company`s acquisition of Isocor, a provider of Internet messaging and collaboration solutions. Analysts expect acquisitions to continue to play a big role in Critical Path`s advance; the company is seen hitting $120 million in revenue this year, up from $16 million in 1999.

En route to all that growth, though, Hickey will face some challenges. Companies that offer outsourced e-mail services, à la Critical Path, are proliferating, and they`re going after narrow but potentially lucrative segments, such as e-mail marketing. That`s likely to chip away at Critical Path`s future sources of profits. And although Hickey insists that Lotus and Microsoft offer complementary--not competitive--services, there`s always the possibility one of those companies could go after Critical Path`s customer base.

The fundamental challenge, though, may come back to brand. In an industry that puts a premium on consumer brands, such as Yahoo and America Online, Hickey clearly must work hard to build the two-and-a-half-year-old company as a brand behind the brands of its clients. Critical Path`s customers include E*Trade--one of its early accounts--as well as Network Solutions, US West, Sprint, StarMedia, and AOL`s ICQ.

Hickey came to Critical Path in October 1998 with strong credentials in Internet infrastructure and network management. In the early 1990s he was president of Internet services at MFS Communications, which acquired Uunet Technologies. More recently he was CEO of Web host GlobalCenter, which later merged with Frontier Corp.

Friends and others expect to see Hickey continue his string of successes. "Doug combines solid financial background with a unique ability to use his energy and wit to bring people together, build a team, and articulate a vision. He can motivate people to get them to move together at the same time," says Dave Lumley, CEO of sports nutrition company EAS Corp. and a former colleague of Hickey`s in the early 1980s.

Kevin Harvey, a partner at Benchmark Capital and an investor in Critical Path, says: "Doug really understands infrastructure, outsourcing, and hosting, and how to win in those categories. So he has the perfect background for Critical Path."

Internet World spoke with Hickey on a recent trip he made to New York. Following are portions of the conversation.

INTERNET WORLD:
Your mantra is "e-mail is the oxygen of the Internet." Following up on that analogy, what does that make Critical Path?

DOUG HICKEY:
What we mean by "e-mail is the oxygen of the Internet" is that it`s embedded in virtually everything you do on the Internet, whether you are buying services or communicating with friends. It`s clearly a key component of everything that`s done. At Critical Path, people talk about the company being the arms provider of the Internet. What we do is provide the ammunition. It`s a renewable, monthly, recurring resource we provide to our customers.

IW:
Critical Path is making a play for the enterprise market. Does it make sense for you to buy, for example, Lotus?

HICKEY:
When you look at our strategy, it`s always been to participate in the ISP market, Web portals, enterprise, and wireless as well. It`s been a consistent theme. What we do is look at companies like Lotus and Microsoft and others as complementary, as opposed to competitive. We are not interested in going after the desktop client. What we`re interested in is tying into the desktop client, not necessarily changing it, and embedding other services on top of what those companies do.

IW:
Critical Path has never really enjoyed consumer brand awareness, because you have never offered a service directly to consumers in an industry where visibility is perceived as having enormous value, like the Yahoos, the eBays. Is this lack of a direct relationship with consumers something you are going to address?

HICKEY:
Our strategy from day one has been to build a brand-behind-the-brand strategy similar to Inktomi. I never want us to have a consumer brand. What we want to do is be the brand to AltaVista, the brand to E*Trade, the brand to AOL, and then allow them to enjoy that relationship with the end-user customer. By virtue of that kind of strategy, we are able to have customers who are competitors with each other. If you look at our customer list, we have a number of the Regional Bell Operating Companies as customers. We have AT&T, Qwest, Sprint, US West. We have StarMedia as a customer, and AOL Latin America, and UOL, a new Spanish-speaking site. We allow them to brand and customize to their end users. Our strategy from the beginning is to be the brand behind the brand.

IW:
You have customers competing. And let`s say I am a prospective customer coming in. What can you tell me to make me more comfortable that my data isn`t in the same spot or accessible to my competitors? Alternatively, that when they go down, I won`t go down too?

HICKEY:
We partition all of our customers into isolated segments, so there`s no way you get data from one to the other. The second piece is, we allow our customers to present their flavor to their customers. So we`re not taking a vanilla piece of service and pushing that to everyone. What we do is take our service and allow our customers to customize the interface, the look, the feel, the touch of that application. The other thing we do is allow our customers to gain incredible scale. If you look at StarMedia as an example, they started with us with 10,000 mailboxes. They are well over a million seven months later. It`s a huge scale opportunity. And they can focus on their core competency--building their brand in a Spanish- and Portuguese-speaking marketplace.

IW:
And what happens when your service goes down?

HICKEY:
We are not dependent on any one site. We build mail-center technology around the world. We have four mail centers in the U.S., two in Europe, soon to have another in Japan with a joint-venture relationship we signed with NTT and Mitsui. We have never subscribed to the theory of supporting just one site. We think that`s pretty dangerous. We`ve extended our reach to multiple peering points, multiple platforms. We believe in outsourcing. We outsource our data centers to people like Exodus, Qwest, and Telehouse, so we are not out physically building data centers. We are sticking to our core competency, just like our customers are sticking to their core competency.

IW:
Hosting e-mail is your number one business. Yet over the past six months, your company has experienced several interruptions. That`s like the phone company not being able to deliver phone calls, the postman not being able to deliver letters.

HICKEY:
We need to deliver to customers "Web-tone" quality. When we pick up the phone today, at least in the U.S., we expect to get a dial tone. We [Critical Path] expect to deliver Web tone. The Internet is resilient in most spots, but it does have some issues to contend with, whether it be at peering points, whether it`s bandwidth allocation. From our perspective, we`ve built resiliency at all of the mail-center locations. We`ve extended from one to now six mail-center locations, soon to be seven. We have built-in redundancy at each of those mail centers. Even in the event of a catastrophic failure, we can still send and receive mail. You will temporarily lose your saved mail. But that`s all recovered when you come back up. We have built-in failsafe mode there. We have also built-in resiliency in our storage applications. We have upgraded to EMC; we use Sun, Intel, and Cisco as our platforms. We think we picked the right providers there.

IW:
Can you deliver to different sorts of devices? And what is happening in terms of guaranteed delivery? What kind of information can get to a particular individual with a set of devices?

HICKEY:
"Anytime, anywhere, any device" is our view of the world. You should not be precluded from getting messaging because you carry one device vs. another. Or you should not be precluded because you are not tethered to your desk any longer. What we`ve already done is taken the ability of a desktop and are now extending it to a phone-top. Particularly in Europe, South America, and Asia, that`s where we have about 20 million SMS users today. The application there is, as you leave your desk you ought to get your messages on that device. And they are bigger than our traditional cell phones here in the U.S., with bigger screen formats and bigger broadband capability. But the scenario there is: If you and I are trying to set up a meeting there today, and you e-mail me, I ought to be able to get it on any device I want to get it on. I ought to be able to respond to you on that device. I ought to be able to set up an appointment with my calendar from the device. When I get back to my desktop, my calendar should be all synced to show that information. My e-mail should be all synced. That`s the kind of service we are delivering today in Europe, South America, and soon to be in Asia.

In the U.S., we`ve signed deals with many of the paging providers--people like VAST, which provides services to PageNet, PageMart, BellSouth Mobility, and Skytel Two-Way. Here in the U.S. we all carry around a cell phone and a pager, because we don`t have the broadband capability for wireless. You`ll see that migrate. You`ll see that migrate from short messages to full-text to services like calendaring and guaranteed delivery, and others.

IW:
The e-mail hosting space is getting more crowded. You have also been through consolidation at a time when it was most intense at MFS Communications, where you were president. Is consolidation coming to the hosted e-mail space?

HICKEY:
Consolidation is coming to the Internet space. There`s a whole series of companies that have point solutions and offer a piece of the solution to the customer. If you look at IDC and some others, and what they are saying--and we agree with: Customers are going to look to fewer providers, fewer partners. If you look at our strategy, e-mail is the base point to which we add other applications. You can do business with Critical Path as a Web host, ISP, or portal, or enterprise. We offer basic mail services, to which you add IP fax services, guaranteed delivery. We continue to add to the value chain. The challenge many of our competitors are going to have--while good companies--is they will be relegated to commodity-based products or services, because they have not added value services. E-mail is really the oxygen, or the Web tone, to which you have to add value services.

IW:
What are Critical Path`s plans for more advanced types of services, such as video on demand?

HICKEY:
We will continue to be in the dominant position here, and adding collaborative-work-environment services. Video clearly plays a role there. Audio clearly plays a role. Message board technology plays a role. All of those services we`ll look at, and we`ll either license the technology, build the technology, or buy the technology. We`ve proven that we are willing to be aggressive, organically and through acquisition. We`ll continue to do that. The attractive nature of our company is we have been able to gain that kind of customer base, revenue base, and path to profitability that`s attractive to many of the companies that we talk about regarding acquisition. Many of those companies realize they would rather be part of the envelope of services as opposed to an individual service. By no means are we done. We will continue to grow very, very aggressively.

IW:
As of last year, your company had an accumulated deficit of $71 million. You have not had a profitable quarter. When do you expect to be profitable, and how do you plan to make that happen?

HICKEY:
If you look at our business model, it`s not a business model that`s driven top-line. The first step to profitability is showing positive gross margin, which we achieved in Q3 of 1999. If you look at the analyst estimates, which show revenue of $120 million-plus in 2000, and show profitability in Q4 of 2000 as well--figure we are a company that started revenuing in 1999, and will be in Q4 2000. So extraordinary top-line growth.

IW:
Where do you see Critical Path`s growth coming from?

HICKEY:
The way we break out our customers, there`s Web hosts, portals, and enterprise. I`m continually positive about what we see in the Internet-centric world, the portal business. I think we are going to see more portal traction, sustainable B2B types of opportunities. A huge opportunity for us is in the enterprise space. Because enterprises are finally realizing that the ability to build, manage, and support e-mail and messaging infrastructure is incredibly high. It`s similar to you going out and actually managing a telephone system or telephone company, especially in those companies that are highly distributed and are worldwide. You have cases of large companies that can`t talk to each division. We can bring it all together without changing the desktop client. We really bring in the secret sauce to make it all come together.

IW:
Do you have a breakdown of what things are hot now in the United States vs. in Europe or elsewhere?

HICKEY:
If you look at Europe, wireless is clearly driving a tremendous amount of activity. Wireless has become the wireline. Applications are being built on a better footprint than you have in the U.S. Here in the U.S. you are seeing a trend toward aggressive outsourcing, because enterprises understand, for the most part, that they don`t want to manage all of this on their own. In the U.S. in 2000 you will see the huge adoption of guaranteed-delivery types of applications in the commercial and ISP markets. People want to know that when they send an e-mail, it gets there, and that it can be receipted, and it can be potentially archived. So you can picture every trading company on the Internet wanting to have that kind of mechanism. You can picture every lawyer, that when they send a document, it has a digital signature, a digital certificate associated with it. That it can be securely archived. We can do that today. Those are services you`ll see in the U.S. that will have incredible traction.

IW:
Can you discuss your company`s plans for "All Sourcing"--to offer Critical Path`s applications to companies on an in-house basis? Can you explain why you`re doing that?

HICKEY:
It`s an evolution. If you look at 1999, 100 percent of our revenue came from outsourcing. But there`s a bias in some cases that says, "I want to have a physical footprint of services in my building." Well, we can provide that to our customers. We can provide it insourced or outsourced. And when you talk about applications, we`re talking about digital certificates, guaranteed delivery, calendaring, IP fax--those kinds of services we can lay on anyone`s platform. Others will struggle with that, because their models and their technologies won`t allow them to do that. If they are a software licensing company, it`s really difficult, if not impossible, to put things at the network level. If they are an advertising-driven company, they have a whole different model to deliver these kinds of services.

IW:
How would you describe your management style?

HICKEY:
I am incredibly passionate about this company. I take it very seriously, the obligation I have to our constituents, which is our employees, investors, our partners, and customers. My style is one in which I give people a lot of rope, and not rope to hang themselves, but rope to present opportunities.

[buckweiser]

Critical Path übernimmt eMail-Dienste von USAespanol.com


Der weltweit tätige Anbieter von B2B-Lösungen und eMail-Systemen Critical Path Inc. [Nasdaq: CPTH Kurs / Chart ] gab eine Kooperation mit dem Internetportal USAespanol.com bekannt. Critical Path wird dem Portal ab sofort seine Internet-eMail-Dienste zur Verfügung stellen.

“Wir bemühen uns, unseren Nutzern das zu geben, wonach sie verlangen – den besten eMail-Service“, erklärte der Präsident von USAespanol.com, Walter Moriarty. „Durch unsere Zusammenarbeit mit Critical Path sind wir in der Lage, unseren Nutzern jederzeit und überall den kostenlosen Zugang zu ihrem eMail-Konto im Internet zu bieten.“

USAespanol.com betreibt Internet-Portale, auf denen sich hauptsächlich Mitglieder der Hispano-Gemeinschaften in den USA und Kanada bewegen. Die Nutzer haben die Wahl zwischen 39 regional und thematisch unterschiedlichen Portalen (zum Beispiel JobsEspanol.com, NewsEspanol.com, LosAngelesEspanol.com und NewYorkEspanol.com).

Nach der Ausgliederung der eMail-Dienste an Critical Path will USAespanol.com sich verstärkt auf die Weiterentwicklung der regionalen Portale konzentrieren.

Critical Path legte im vorbörslichen Handel über Island ECN gegenüber dem gestrigen Schlusskurs von 39 Dollar um 1,25 Dollar zu.

[terra1]

Quelle Yahoo: CEO Interview: Critical Path on Path to Profitability in Q4

[buckweiser]

Critical Path and SAP Systems Integration Forge Strategic Business Alliance
Critical Path And SAP SI Team To Deliver Industry-Leading Directory Solutions To Businesses Worldwide
SAN FRANCISCO--(BUSINESS WIRE)--May 22, 2000-- Critical Path Inc. (Nasdaq: CPTH), the dominant global provider of business-to-business Internet messaging and collaboration solutions, and SAP Systems Integration GmbH (SAP SI), a subsidiary of SAP AG (NYSE ADR:SAP) and a leading provider of inter-enterprise software solutions, today announced a strategic business alliance.

Through this relationship, SAP SI will integrate Critical Path`s industry-leading directory solutions into businessX, which is a new jointly developed project between SAP SI, Software AG and Critical Path. businessX creates a seamless link between any two data systems, such as an ERP system and a database or CRM system, which allows them to automatically exchange data with each other.

SAP SI will embed Critical Path`s InJoin Meta-Directory(TM) and InJoin Directory Server(TM) into the businessX engine, which enables businessX to be interfaced with other data applications such as HR, ERP and Financial applications.

Critical Path`s InJoin Meta-Directory joins disparate directories into one meta-directory that can be centrally managed across the enterprise from a single view and enables organizations to provide accurate, up-to-date information to employees, customers and trading partners while reducing administrative costs. Critical Path`s InJoin Directory Server is a world-class directory server with native support for LDAP version 3, setting the highest standards for performance and scalability.

"By providing our customer base with Critical Path`s industry leading directory solutions we enhance our ability to help companies harness the power of the Internet," said Peter Ohl, managing director of SAP SI. "Critical Path`s proven directory solutions will add a key component to our integration service and offer our customers the security, high performance and scalability they demand."

Through this alliance, SAP SI will also benefit from Critical Path`s industry-leading messaging and directory expertise. Critical Path`s specialists will work with SAP SI on strategic planning, requirement analysis, project planning and management, feasibility studies and training and installation.

"Critical Path`s allsourcing strategy is designed to provide businesses with the leading Internet messaging and collaboration solutions they demand," said Dave Thatcher, president of Critical Path. "SAP SI`s decision to provide its customers with Critical Path`s directory solutions validates the fact that Critical Path`s solutions address the increasing demands of enterprises worldwide."

[buckweiser]

Deutsch? Hier!!!

Mai 22, 2000
Critical Path in Allianz mit SAP Systems
--------------------------------------------------------------------------------

Das Internet Messaging Unternehmen Critical Path schließt eine strategische Allianz mit dem Tochterunternehmen der SAP AG, SAP Systems Integrations (SAP SI). SAP SI wird Critical Path`s verzeichnislösung ind BusinessX intergrieren. BusinessX ist ein neu entwickeltes Projekt zwischen SAP SI, Critical Path und der Software AG. BusinessX ermöglicht eine durchgängige Verlinkung zwischen zwei Datensystemen, wie z.B. einem ERP System und einer CMR Lösung, die somit für einen automatischen Datenaustausch geeignet sind.

[buckweiser]

ein deal nach dem anderen -


exemplarisch mal diesere hier:

Critical Path`s Directory Solutions Empower BNP Paribas With Improved Management of Mission Critical Corporate Information
Critical Path`s InJoin Meta-Directory Enables Leading Multi-National Bank To Centrally Manage Directories Throughout The World
SAN FRANCISCO--(BUSINESS WIRE)--June 1, 2000-- Critical Path, Inc. (Nasdaq: CPTH), the dominant global provider of business-to-business Internet messaging and collaboration solutions, today announced that BNP Paribas, a leading multi-national bank, has selected Critical Path`s InJoin(TM) Meta-Directory solution, to unite disparate data sources throughout the bank`s worldwide operations. InJoin Meta-Directory enables BNP Paribas to centrally manage all of the Bank`s corporate directory data, resulting in improved information management, authentication, security, internal and external communications and significant cost savings.

Following a merger that left the new leading European bank with a range of data sources, BNP Paribas chose Critical Path`s InJoin Meta-Directory to consolidate disparate directories into a single, secure and centrally managed directory. The reliability, scalability and flexibility of Critical Path`s industry-leading meta-directory solution, has allowed BNP Paribas to establish a single global repository of both internal and external identity and profile information, which has simplified the management, maintenance and distribution of sensitive financial data.

"InJoin Meta-Directory enables us to centrally manage the global administration and integration of BNP Paribas`s information systems, eliminating the need for a vast number of telephone, mail and access control directories," said Jean-Charles Humblot, IT expert with BNP Paribas. "Previously the only way for us to synchronize data throughout the organization was to do it manually, which was a time and labor intensive process. InJoin Meta-Directory has enabled us to streamline internal operations, improve efficiency and has provided significant cost savings. By unifying our directories into one source, we are able to provide accurate, up-to-date, mission critical information to employees, customers and trading partners."

Internally, InJoin Meta-Directory allows BNP Paribas to manage a unified and secure email system, and provides the ability to control access to resources and applications through user authentication. In addition, InJoin Meta-Directory enables BNP Paribas to provide its customers with an integrated view of all of their financial information, allowing them to access their current accounts, mortgages, loans and investments from a central point.

"Information is a company`s most valuable asset and InJoin Meta-Directory is the most reliable and scalable solution for effectively and securely uniting mission critical information across the enterprise," said Doug Hickey, CEO of Critical Path. "Critical Path is committed to providing complete end-to-end Internet messaging solutions to address the increasingly complex communication demands of businesses worldwide."

According to a recent Gartner Group report, the average Fortune 500 company uses 181 different directories. Critical Path`s InJoin Meta-Directory allows companies to connect separate, non-interoperable data sources and creates a single complete view of an organization`s directory data. InJoin Meta-Directory empowers businesses by enabling them to consolidate their customer databases, e-commerce software, ERP, HR and other internal applications into one overarching, seamless e-business system. By creating a unified directory resource, InJoin Meta-Directory reduces administrative costs and increases the quality of information available to users and applications alike.

About BNP Paribas


BNP Paribas is France`s largest listed banking group. It ranks first in the euro-zone in terms of net income and third in Europe for stockholders` equity. It is among the five top euro-zone banks by market capitalization. The BNP Paribas merger is a major event in European banking history. The new Group has one of the most extensive international networks in the world, with offices in 83 countries organized around seven preeminent financial centers. It also has a real capacity for innovation and true expertise in new technologies and distribution channels. Thanks to the complementarity of its commercial and financial activities, BNP Paribas already stands out as an international player in the areas of corporate banking, capital markets, international private banking and asset management.

[german]

Hi, buckweiser,

Glückwunsch - bei dem heutigen Kursanstieg dabei zu sein, macht Spaß, auch wenn ich keine CPTH habe.

german

[buckweiser]

ja, macht noch mehr spass, wenn man dabei ist, irgendwie alles geil heute, research zahlt sich eben doch aus, fast alles 10% im Plus, aber immer auf dem Teppich bleiben

[Börsencrash]

Was habt ihr für ein KZ für diesen Wert?
Bin eben eingestiegen bei 43€

[fsch]

Moin,

Kursziel spielt keine Rolle. Aber 60,- Euro sollten locker in ein paar Tagen drin sein (1-2 Wochen).

@buckweiser,

danke nochmals für den Tip mit Critical Path.

Was hälst Du von "Red Hat" und "Open Markt" bei aktuellen Kursen?

Grüße, fs

[buckweiser]

Red Hat, Openmarket - habe keine Tiefgründige Meinung zu den Werten, red hat-wachstum realativ mager, bewertung immernoch ambitioniert, Fazit: würde nur kaufen, wenn Du an Linux glaubst

Openmarket - is doch der Intershop-Konkurent, oder? Moment, Umsatzrückgang im 1. Quartal, schwaches jährliches Wachstum, Hintergründe kenne ich nicht, vielleicht neuausrichtung? nun ja, KUV ca. 4-5, für eine Softwarefirma nicht schlecht

Fazit: evtl zum traden geeignet, aber nicht lanmgfristig

[Börsencrash]

@fsch
Sag mal, warum ist da nichts los Critical P??? Da läuft ja fast kein Umsatz! Ist die sooo unbekannt? Oder so mies? Habe mal die News von gestern gelesen und die sind doch wirklich gut! Die Amis sind anscheinend auch überzeugt von diesem Wert. Also warum nicht auch hier? Hast Du ne Erklärung?

Danke.

[fsch]

@Börsencrash,

leider (noch) recht unbekannt.

Grüße, fs

[Börsencrash]

Wollen wir das nicht ändern???

Hab ich eben in nem Board gefunden:

cpth target was reiterated as a strong buy - Robert Stephenson - $125 share raging bull board

[buckweiser]

Jun. 02, 2000
Ariba und Crtical Path: Steigende Nachfrage
--------------------------------------------------------------------------------

Vor allem Anbieter die in ihren Bereichen kostengünstige und kostensparende Lösungen im Wirtschaftsprozess bereithalten, dürften sich lt. einer Business Week Kolumne von Murphey von California Technology Stock Letter, steigender Nachfrage und Kurse erfreuen. Ariba stehe hier im B2B Bereich und Critical Path im Messaging Bereich an der Spitzen. Für Ariba erwartet Murphey ein Kursziel von $85 und für Critical Path von $65 in 6 Monaten.

[Toddy]

Hi Leute,

CPTH ist sicher sehr gut. ich bin auch drin, allerdings seit 99. Leider hab ich die guten Gewinne nicht mitgenommen und bin verbrannt.

Trotzdem ist CPTH immer ein guter spekulativer Kauf, vor allem wegen des enormen Wachstums!

Wer CPTH interessant findet, sollte außerdem mal den kleineren Konkurrenten CommTouch ansehen. CTCH ist aus Israel. Microsoft und Paul Allens Vulcan Ventures haben Minderheitenpositionen.

@diós, Toddy!

[gontard]

eine weitere triebfeder ist die nachfrage im bereich mobiles internet beide wachstumsaspekte sollten sich auch in den
quartalszahlen spiegeln,die anfang juli veröffentlicht werden.
mitte juni ist eine abn-amro-technologiekonferenz in san francisco.

[buckweiser]

Critical Path Deepens Work With Microsoft to Deliver Hosted Exchange 2000 Solution
Critical Path Works With Microsoft To Provide Enriched Solutions That Meet The Communication and Collaboration Needs Of Businesses Worldwide
SAN FRANCISCO--(BUSINESS WIRE)--JUNE 8, 2000-- Critical Path Inc. (Nasdaq: CPTH), the dominant global provider of business-to-business Internet messaging and collaboration solutions, today announced it will upgrade its industry-leading hosted Exchange solution to Exchange 2000 in order to continue to meet the mission-critical communication and collaboration needs of businesses worldwide. As an official Microsoft Exchange Application Service Provider (ASP), Critical Path provides businesses worldwide with significant cost savings, access to the latest Microsoft technology and the most reliable, secure and scalable hosted Exchange service available. Critical Path has offered hosted Microsoft Exchange solutions since 1999.

According to IDC, the groupware market will grow to over $2.6 billion and have 282 million users by 2003. Critical Path is working closely with Microsoft to provide a hosted Microsoft Exchange 2000 solution that meets the growing need companies have for effective communication and collaboration. By providing an outsourced Exchange 2000 solution, Critical Path enables businesses to benefit from Exchange`s rich messaging and collaboration features while allowing them to preserve scarce IT resources and focus efforts on other strategic projects.

"Working with Microsoft highlights our commitment to provide corporations with the most comprehensive Internet messaging and collaboration solutions available," said Doug Hickey, CEO of Critical Path. "Microsoft`s Exchange 2000 Server and our hosting experience provide businesses worldwide with the industry`s most secure, reliable and scalable service."

When customers select Critical Path`s Inscribe Groupware Hosting service, Critical Path manages all the hardware and software for the customer in a highly secure environment within Critical Path data centers, provides 24x7 monitoring and support of all systems and offers advanced features such as virus scanning and Microsoft Outlook Web Access. Companies that cannot afford or manage an advanced messaging and collaboration system in-house can now reap the full range of Exchange 2000 benefits for a low monthly price per user, without the need to dedicate IT staff to managing the system.

"The combination of Exchange 2000`s rich messaging and collaboration features along with Critical Path`s world-class hosting infrastructure makes scalable and reliable Exchange services available to a broader range of customers," said Kevin Breunig, group product manager for Business Productivity Group marketing at Microsoft Corp. "Our relationship with Critical Path means more customers can take advantage of features like instant messaging, the web storage system, conferencing, and traditional email and scheduling features faster than before."

Critical Path`s Inscribe Groupware Hosting service is currently available, with a roadmap that includes support for wireless devices, unified messaging, content filtering and instant messaging.

[buckweiser]

Critical Path is having its day
Building Net infrastructure

By Bambi Francisco, CBS MarketWatch
Last Update: 2:07 PM ET Jun 8, 2000 Commentary
See related story

SAN FRANCISCO (CBS.MW) -- Infrastructure is the place to be on the Net, and while many investors have already taken note of leading players, there are still companies out there that are undervalued. Well, for some investors, anyway.

Perhaps Critical Path (CPTH: news, msgs) may be worth revisiting. The stock hasn`t been overlooked, really. After an 80 percent nosedive from a high-water mark of 119 on March 19 left shares resting gingerly on top of the company`s IPO price of $24, investors began placing their bets. Shares have since retraced about 25 percent of the decline from peak to trough. Shares traded at 45 in recent activity.

Still, at current levels, Critical Path trades at about 14 times 2001 sales, according to Jack Ripsteen, an analyst at Chase H&Q, the investment bank that helped take Critical Path public and secure a second round of public financing just two months later.

The price-to-sales multiple is well below the top-tier cluster of Net infrastructure plays, such as InfoSpace (INSP: news, msgs) and Inktomi (INKT: news, msgs), which trade at around 52 times, according to Ripsteen.

Some analysts argue that torrid growth, a big market opportunity, the outsourcing of e-mails, and profitability around the corner, should warrant a greater multiple.

The company is expected to generate sales of $132 million this year, up 725 percent from a year ago. And it`s expected to turn a profit by the fourth quarter of 2000. That`s not bad for a company that went public back in March of last year with less than $1 million in sales.

Well, there`s nothing like using public money to go into the market and start buying revenue. Two months after Critical Path`s IPO, the company went back to the public markets to raise $173 million, in a follow-on offering. It was the fastest turn-around from IPO to secondary since the beginning of 1998, according to CommScan L.L.C.





That`s perhaps one reason the stock has been under pressure. "They were put in a penalty box from making all these acquisitions," said Kris Tuttle, an analyst at Wit SoundView, who believes Critical Path has been in the box too long.

Chase H&Q`s Ripsteen believes that emphatically, having upped his rating to a "strong buy" this past Tuesday, matching the consensus estimate of the other 10 analysts that follow the company, as tracked by First Call.

"The company has similar business objectives, in terms of long-term gross margins of 70 percent, operating margins of 30 percent, market opportunities and path-to-profitability goals as the other leading infrastructure plays," said Ripsteen. Yet, Critical Path has been a laggard.

However, company checks, the perfunctory pre-earnings check-ups conducted by analysts, conclude that business is on track and the outsourcing trend is still ramping up, he said. "We`ve been too conservative, and we get a sense that there`s a lot of new customer contracts in the works," he said. Moreover, customers are adding additional services, such as calendaring and applications."

"There`s a lot of upside with this stock," said Tuttle. That said, expect about 3.3 million in shares coming off a lock-up in mid-June as a result of recent acquisitions to put potential pressure on the stock. But, according to Ripsteen, it`s an opportunity to buy.

[buckweiser]

Critical Path vertieft Kooperation mit Microsoft
Der B2B Internet Messaging Anbieter arbeitet seit 1999 mit Microsoft zusammen und wird nun eine mit Microsoft entwickelte gehostete Exchange Lösung auf dem Markt bringen. Critical Path`s Groupware Hosting Service verwaltet für Kunden sämtliche Hardware und Software in sicheren und stabilen Datenzentren. Lt. IDC soll der Groupware Markt auf über $2,6 Mrd. Volumen und 282 Mio. Nutzer in 2003 anwachsen.

[buckweiser]

14.06.2000 / 14:56
Critical Path kooperiert mit Aether Systems

14.06.2000 Critical Path Inc. (NASDAQ: CTPH, WKN: 920241): Critical Path, gab am Mittwoch eine Kooperation mit Aether Systems bekannt. Die beiden Unternehmen werden gemeinsam neue eMail-Lösungen für den Einsatz im Mobilfunkbereich erstellen und vermarkten. Die Lösungen werden es ISPs, ASPs und Internetportalen ermöglichen, ihren Kunden eMaildienste anzubieten, die sie durch mobile Endgeräte, wie z.B. internetfähige Handys und Organizer, verwenden können. Die Unternehmen wiesen darauf hin, daß das Marktforschungsunternehmen IDC für das Jahr 2002 531 Mio. eMailfächer prognostiziert, gegenüber derzeit 351 Mio. Den Schätzungen zufolge werden im Jahr 2002 14,9 Mrd. eMails pro Tag verschickt. Momentan werden täglich 5 Mrd. eMails versandt.
Aether Systems ist ein Hersteller von Mobilfunk-Softwarelösungen und ist einer der dominierenden Softwareentwickler für den drahtlosen Bereich. Das Unternehmen profitiert vor allem von der engen Zusammenarbeit mit 3Com bzw. Palm. Aether hat eine spezielle Softwareplattform für die drahtlose Datenübertragung entwickelt. Zu den Kunden zählen mit Charles Schwab, National Discount Brokers und Reuters vor allem Finanzdienstleister. Reuters hält 10,9% an Aether. Ein weiterer Großaktionär ist 3Com (etwa 10%). Weitere Partner von Aether sind u.a. Sybase, Microsoft, Ericsson, Oracle, Phone.com und Hewlett Packard.

Critical Path ist ein führender Anbieter von B2B `Internet Messaging`, Internetnachrichtenfirma, Critical Path ist im Kommunikationsdatenaustausch zwischen Unternehmen tätig. Das Unternehmen bietet seinen Kunden umfassende Lösungen für das gesamte Internetmessaging an. Den größten Anteil nimmt der e-Mail Bereich ein, in dem ein Komplettservice von der Softwareapplikation bis hin zum Aufbau einer leistungsfähigen Infrastruktur geboten wird. Zu den Kunden zählen neben Internetprovidern und Internetportalen auch Telekommunikations- gesellschaften und andere Firmen. Die Aktie von Critical Path ist in letzter Zeit stark gefallen. Das Jahreshoch wurde Anfang März mit 124 Euro erreicht, aktuell notiert die Aktie bei 49 Euro.

[thefragile]

Hi Leute,


was sagt ihr zu den news von CPTH :
Friday June 16, 7:01 pm Eastern Time
Company Press Release
Critical Path to Acquire Netmosphere
Critical Path Bolsters Allsourcing Strategy with Addition of Industry Leading Project Collaboration Solution
SAN FRANCISCO--(BUSINESS WIRE)--June 16, 2000--Critical Path Inc. (Nasdaq:CPTH - news), the dominant global provider of business-to-business Internet messaging and collaboration solutions, today announced a definitive acquisition agreement to acquire Netmosphere, a leading provider of e-business solutions for project collaboration and communications for approximately $40 million in Critical Path stock. The acquisition of Netmosphere will further deepen Critical Path`s offering of complete end-to-end Internet messaging and collaboration solutions by offering business applications for managing projects and resources. Headquartered in Palo Alto, Calif., Netmosphere has approximately 35 employees.

Netmosphere`s project management solutions, uniquely targeted to Fortune 1000 customers, are designed to provide businesses with easy to use, scalable, and feature-rich solutions for real-time, enterprise project collaboration. Netmosphere helps businesses collaborate on mission-critical projects and increase organizational efficiency through visibility, analysis, communication and knowledge-sharing.

``Critical Path`s acquisition of Netmosphere further establishes itself as the only company to offer businesses the complete Internet messaging and collaboration solutions they demand,`` said Doug Hickey, CEO of Critical Path. ``Netmosphere brings to Critical Path flagship products, blue chip customers, and market leadership, which will extend Critical Path`s end-to-end product portfolio.``

The addition of Netmosphere`s project collaboration solutions will enable Critical Path to provide businesses worldwide with additional tools to effectively manage complex projects in real-time. Netmosphere`s solutions help companies deal with real-world variables by providing companies with real-time updates on the project status, integrate just in time changes to the plan and focus instant attention on critical components, putting everyone in the organization on the same page at the same time.

The merger transaction will be accounted for using the purchase method of accounting, and is expected to close in late June 2000.

About Critical Path, Inc.

Critical Path, Inc. (Nasdaq:CPTH - news) is the dominant global provider of complete end-to-end Internet messaging and collaboration solutions for wireless, Internet-centric, telecommunication and corporate businesses. Through its allsourcing strategy, Critical Path is the only advanced messaging provider to offer businesses the flexibility to outsource, midsource or insource all or part of their messaging and collaboration applications. Critical Path has built an industry-leading global infrastructure with data centers connected to key Internet exchange points. Critical Path`s technology currently reaches more than 100 million end-users through its customer relationships including more than 25 million wireless devices. Critical Path provides reliable, secure, and scalable e-mail and a flexible suite of enhanced messaging services to partners such as E*TRADE, CompuServe, Network Solutions, U S West, Sprint, France Telecom, British Telecommunications, and ICQ. Critical Path is headquartered in San Francisco, with offices in locations nationwide and in Germany, England, Ireland, France, Italy, Switzerland, Japan, Brazil and Argentina. More information on Critical Path can be found at www.cp.net.

Note to Editors: Critical Path and the Critical Path logo are the trademarks of Critical Path, Inc. All other trademarks are the property of their holders.

This press release contains forward-looking statements regarding the company and its expectations which involve certain risks and uncertainties. Factors that could cause the company`s results to differ materially from its expectations include: inability to convert available mailboxes to real revenue; failure of acquisitions to close; failure to expand our sales and marketing activities; unplanned system interruptions and capacity constraints that could reduce our ability to provide email services and harm our business and our reputation; potential difficulties associated with strategic relationships; ability to respond to rapid technological change of the Internet messaging industry; competition; and problems related to managing the company`s expected growth, including the ability to maintain or reduce cost efficiencies. These and other risks and uncertainties are described in more detail in the company`s Critical Path`s most recent 10Q and other filings with the Securities and Exchange Commission (www.sec.gov).

das müßte doch einen neuen Kursschub geben, zumal charttechnisch zumindest bis 59 $ locker Luft ist! Was meint ihr ???

[buckweiser]

....Netmosphere brings to Critical Path flagship products, blue chip customers, and market leadership....

...hört sich nicht schlecht an, übernahme wird dann wohl Ende Juni vollzogen und damit bei den nächsten Zahlen berücksichtigt, fragt sich nur was für nen Umsatz die (Netmosphere) machen?

[thefragile]

Hi Leute,

und weiter geht´s mit CPTH news :


Monday June 19, 7:08 am Eastern Time
Company Press Release
Critical Path Selected by Global Publishing Giant to Provide Messaging Services for Readers of Vogue On-Line
CondeNet.UK Chooses Critical Path`s Advanced Internet Messaging Solutions To Power Vogue`s New Email Service
SAN FRANCISCO--(BUSINESS WIRE)--June 19, 2000-- Critical Path Inc. (Nasdaq:CPTH - news), the dominant global provider of business to business Internet messaging and collaboration solutions, today announced that CondeNet.UK, the online division of the world renowned international publishing group Conde Nast, has chosen Critical Path to provide messaging services for millions of Vogue On-Line readers.

Critical Path`s outsourced InScribe(TM) Email Messaging solutions are powering CondeNet.UK`s new email service, v-mail, which is another value-added service the company is providing to Vogue customers. On-line readers will be able to take advantage of v-mail to check their email while catching up on the latest fashion news and information on the Vogue Web site. Readers can also sign up to Vogue Daily, a daily news service sending fashion news bulletins direct to a users email inbox. Critical Path manages v-mail remotely from its data centers, ensuring the reliability and scalability of the service, for which CondeNet.UK anticipates a great demand.

Critical Path`s proven outsourced messaging and collaboration solutions enable companies such as CondeNet.UK to utilize Critical Path`s messaging expertise to provide the industry`s most reliable, scalable and secure email services to their customers. By outsourcing their messaging needs to Critical Path, CondeNet.UK is free to focus on its core business of providing content for its on-line magazines.

``We consider v-mail a natural extension of the Vogue brand and are expecting a great demand for the service. We partnered with Critical Path because of the strength of its technology and services, and as the brand-behind-the-brand, Critical Path enables us to build on our relationship with our customers,`` said Jill Thater, director, CondeNet.UK. ``We wanted a proven email solution that we could just plug in. Outsourcing to Critical Path has enabled us to provide a value-added service to our customers that is secure and reliable without the associated IT headaches.``

Through its allsourcing strategy, Critical Path is the only messaging provider able to offer businesses the ability to outsource, midsource or insource all or part of their Internet messaging applications to best meet individual customer needs.

``By working with Critical Path, CondeNet.UK is able to expand its Internet strategy with v-mail and provide another value-added service to its on-line readers,`` said Dave Thatcher, president of Critical Path. ``Critical Path`s strategic mix of technology and the proven expertise to deliver cutting-edge messaging solutions enables companies like CondeNet.UK to further build a strong and loyal on-line community by providing the messaging solutions online readers demand.``

CondeNet.UK is considering launching similar email services for its other on-line magazines including Tatler, GQ, Brides, and Conde Nast Traveller. In addition, the company is planning to take advantage of Critical Path`s complete end-to-end Internet messaging solutions and is evaluating Critical Path`s InSchedule(TM) Calendering solutions to incorporate individual user diaries with interest related content on each of its on-line magazines.

[thefragile]

Hi Leute,


schöner Kursverlauf heute: erst rasanter Kurs auf 54 $ und dann konsolidierung bei heftigen Umsätzen.
Schlußkurs dann 51,375$ (nach diesen zwischenzeitlichen Gewinnmitnahmen)

Meiner Meinung nach eine günstige Einstiegsmöglichkeiten, für die die noch nicht dabei sind, denn bis 59$ gibt es keinerlei charttechnische hindernisse. Morgen,oder übermorgen stehen wir bei mind. 59 $ , wetten ?
Wenn die 59/60$ durchbrochen sind, kann´s dann ganz schnell zur 80 $ Marke gehen.

You´ll see
thefragile

[buckweiser]

Critical Path "Strong Buy" [Banc of America Securities]

Die Investmentbank Banc of America Securities hat ihr “Strong Buy-Rating” für Critical Path [Nasdaq: CPTH Kurs / Chart ], einen Anbieter von eMail-Diensten, erneuert.

Das Kursziel der Analysten liegt bei 85 Dollar.


© 20.06.2000 www.stock-world.de

[german]

Net heavyweights say YES to Yahoo
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 4:32 PM ET Jun 24, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) -- In a bid to launch its corporate portal services with a big bang, Yahoo is expected to unveil its new enterprise-packaged offering with three Internet heavyweights as partners on Monday.

Inktomi (INKT: news, msgs), Critical Path (CPTH: news, msgs) and Tibco Software (TIBX: news, msgs) are contributing to the overall package development, according to sources close to the deal. The companies could not be reached for comment.
racle to debut portal software

The Corporate Yahoo portal, called Yahoo Enterprise Services or YES, enables companies to integrate proprietary corporate content and applications with Yahoo’s personalized Internet content and services. The first trial is set for the state of North Carolina, according to sources.

For Yahoo (YHOO: news, msgs), the arrangement helps to jumpstart its efforts to enter the corporate market and diversify its advertising-dominated revenue stream. For the other partners, the deal is a major distribution channel. The economics will likely be a revenue-sharing arrangement.

Inktomi is already the search platform for Yahoo. Analysts believe that since Inktomi recently purchased Ultra Seek to enter the corporate small business market, this will be the same service resold through Yahoo’s portal package. Critical Path, the dominant outsourcer of messaging solutions, will provide the e-mail and calendaring applications.

Tibco Software will let Yahoo use its Tibco ActiveEnterprise, for business process integration and automation, and TibcoActivePortal, for aggregating information and personalized interactivity via the Web and wireless devices. Yahoo will resell Tibco’s PortalBuilder product as Yahoo Portal builder.

The corporate market is a major initiative for all companies involved. Merrill Lynch predicts that the enterprise information portal market will climb from $4.4 billion in 1998 to more than $14.8 billion in 2002.  

[buckweiser]

Critical Path Announces Addition of NEC to Joint Venture in Japan
SAN FRANCISCO, Jun 29, 2000 (BUSINESS WIRE) --

NEC Joins Critical Path, Mitsui & Co., Ltd., and NTT Communications
Corporation to Provide Advanced Internet Messaging Solutions
to the Rapidly Emerging Japanese Internet Market

Critical Path Inc. (Nasdaq: CPTH chart, msgs), the dominant global provider of business-to-business Internet messaging and collaboration solutions, today announced that NEC Corporation (Nasdaq: NIPNY chart, msgs) has become the newest partner in Critical Path Pacific, a joint venture established by Critical Path, Mitsui & Co., Ltd and NTT Communications Corporation (NTT Com), to deliver advanced Internet messaging solutions to Japanese businesses.

Tokyo-based Critical Path Pacific has gained momentum leveraging the strengths and market dominance of all of the partners involved. Critical Path Pacific will leverage NEC`s strong Internet presence in the exploding Japanese market by marketing messaging and collaboration solutions to the established customer base of their leading ISP in Japan, BigGlobe. Critical Path Pacific will draw on Mitsui`s extensive partnerships in Japan and throughout Asia to promote Critical Path Pacific`s advanced Internet based, in-language messaging solutions. As Japan`s leading long distance international telecommunications arm of NTT Group, NTT Com will host Critical Path Pacific`s advanced Internet messaging services in its Data Centers. NTT Com will provide the technical backbone required to bring scalable and reliable Internet services to the Japanese market. The new venture has already won a number of blue chip customers including Nikkei, e-Carnet and Fujitsu Parex.

"Leveraging NEC`s established presence in Japan greatly extends Critical Path Pacific`s ability to deliver advanced messaging solutions to businesses in Japan and throughout Asia," said Dave Thatcher, Critical Path`s president. "The collective power and reach of market leaders such as Mitsui, NTT Com, NEC and Critical Path positions Critical Path Pacific at the forefront of the rapidly emerging Asian market."

[buckweiser]

Critical Path gewinnt Netian als Kunden

Der mit 3 Mio. Mitgliedern größte ISP Netian aus Südkorea wird zukünftig Critical Path`s InScribe Messaging Server nutzen, um seinen Mitgliedern die E-Mail und Messaging Services von Critical Path zur Verfügung zu stellen. Netian gewinnt jeden Tag 10.000 neue Mitglieder hinzu und antizpiert eine Mitgliederbasis von 5 Mio. im Frühjahr 2001. Der Internet Markt in Südkorea soll lt. Goldman Sachs von $1,3 Mrd. in 1999 auf $20,6 Mrd. in 2004 wachsen.

[Joesen]

Hallo Zusammen!
Kann mir mal irgendwer naehere Auskunft darueber geben, was im Moment bei C.P. so "abgeht".
Ein Unwissender gruesst die Community!

[buckweiser]

alles OK, schau Dir den Chart an und lies selbst im board nach....


Critical Path Outlines Global Direction for Secure Digital Messaging
Critical Path First Company To Take Comprehensive Approach To Secure Internet Messaging
SAN FRANCISCO, Jul 11, 2000 (BUSINESS WIRE) -- Critical Path Inc. (Nasdaq: CPTH chart, msgs), the dominant global provider of business-to-business Internet messaging solutions, today outlined its direction for protection of today`s digital currency. To support this direction, Critical Path announced the availability of the company`s InScribe(tm) Secure File Services and InCase(tm) Certified File Service, which leverages cutting-edge technology to enable businesses and consumers to securely send, store and collaborate on files on any device from anywhere in the world.

According to a recent study by Aberdeen, companies are spending $300 billion annually on services such as certified mail, courier, overnight express, and fax to protect paper-based assets such as payment remittances, credit reports, bills, statements, loan origination documents, and other types of paper-intensive correspondence. Factors that have contributed to the success of physical delivery services, including trackability, security, and reliability, up until now have been absent from digital messaging. Critical Path`s direction is to provide the same level of protection to digital assets as paper-based communication, thereby uniquely positioning Critical Path to take advantage of the dynamic shift in the physical delivery market. By 2001, the market will see 35% of overnight deliveries, or 21 million documents per business day, transitioned to the Internet.

"Messaging companies need to evolve to the institutional level of a bank or post office and take a comprehensive approach to providing secure messaging. Imagine applying for a bank loan online. A customer is sending sensitive and confidential information including a social security number and financial information electronically. The customer will demand that the information be protected during this entire process, while the bank needs to ensure the integrity of the information it receives," said Mike Serbinis, chief security officer for Critical Path. "Critical Path is the only company that takes a comprehensive approach to security that involves people, processes and technology, ensuring the security of electronic communication and providing the highest standard of care in the world of messaging today."


Industry Evolves to an Institution

As the Internet evolves into the primary vehicle for mission-critical communication, the issues of online security, privacy and protection are becoming increasingly important. Although email has clearly emerged as the prominent application driving this growth, there is a clear need for new ways businesses and consumers will leverage the Internet to securely communicate information such as legal agreements, financial and personal information and intellectual property. Critical Path`s InScribe Secure File Services allow users to securely send, store, access and collaborate on files and documents anytime, anywhere and on any device through a standard Web browser. These advanced secure messaging services are the newest development in the Critical Path`s full portfolio of Internet messaging solutions, which include anti-spam, anti-virus and Secure Socket Layer (SSL). The new services include:


-- Web Courier -- Enables users to send, forward and receive
files of any type or size with a standard Web browser. Track
files from point to point, receive confirmation reports with
any or all deliveries and eliminate clogged email inboxes,
high courier costs and barriers to delivery caused by
firewalls.

-- Virtual Hard Drive -- Enables users to safely store documents
in either private or public folders on the Web and instantly
access these files from any Web browser. Eliminates the risks
and hassles inherent in transporting critical files via
floppies or Zip disks, and it enables file sharing with
virtual teams.

-- Team Workspace -- A centralized and secure site for file
sharing and collaboration, Team Workspace facilitates
efficient team communication and eases project management with
built-in version controls, access privileges, public storage
and threaded discussion areas.

With worldwide transactions using mobile wireless devices expected to generate more than $100 billion in revenues by 2005, according to McKinsey research, Critical Path is committed to providing any device access to secure Internet messages. Critical Path`s vision is to protect customers` valuable digital assets in all of its forms regardless of whether it is a simple email, wireless message or a mission-critical legal fax document. Critical Path`s Internet messaging and collaboration solutions help businesses and consumers replace costly, time consuming physical and paper-based methods of exchanging information with secure, convenient, reliable, and cost-effective Internet messaging solutions.

[Upunkt]

@ buckweiser
Lohnt sich der Einstieg noch bei Critical Path? Ich habe sie jetzt schon länger auf der Watchlist und sehe von Tag zu Tag, wie sie immer höher steigt.
Schafft sie wieder die 120 $?
Gruß U.

[buckweiser]

Ich lasse meine Gewinne laufen, kann aber gut sein, dass es im August/September nochmal runter geht, fundamental ist CPTH sicher nicht mehr billig, aber extrem wachstumsstark - evtl. Einstieg mit Stopp-Loss

[Green_Ninja]

bin bei 50€ eingestiegen .

50 % ich halte noch !!

CU good trade

[DimStar]

vielleicht ist cpth die ariba und tmwd die C1 im bereich sichere e-mail, da tmwd eher auf transaktionsbasis arbeitet. leider sind mir beide werte mittlerweile zu teuer, aber tmwd würde ich in einer schwächephase kaufen, wenn morgen gute zahlen kommen.

[buckweiser]

Danke für den Tipp, werde ich beobachten, CTCH scheint auch nicht schlecht zu sein.

[buckweiser]

Critical Path Reports Record Second Quarter Revenue of $33.5 Million, Up More Than 1500 Percent From Prior Year Net Revenue, Gross Margin and EPS Significantly Exceed First Call Estimates
SAN FRANCISCO, Jul 19, 2000 /PRNewswire via COMTEX/ -- Critical Path, Inc. (Nasdaq: CPTH chart, msgs) the dominant global provider of business-to-business messaging solutions, today announced record financial results for the quarter and six months ended June 30, 2000.

Revenue for the quarter reached $33.5 million, a 36 percent sequential increase over revenue of $24.6 million in the first quarter, and more than a 1,500 percent increase over revenue of $2.0 million in the same quarter of the prior year. The net loss for the quarter, excluding special charges, was $20.2 million, or $0.34 per share, compared with a net loss, excluding special charges, of $16.8 million, or $0.33 per share, in the first quarter this year, and a net loss of $6.9 million, or $0.21 per share, in the same quarter a year ago. The Company also reported gross margin of $16.0 million, a 74 percent increase over gross margin of $9.2 million in the quarter ended March 31, 2000.

"We are extremely pleased with our operating performance and the strength of our business across geographic regions, customers and product lines," said Doug Hickey, Critical Path`s CEO. "Through increased penetration of the enterprise market and the market acceptance of key value-added products and services, we remain firmly on a path to profitability."

At the close of the quarter, Critical Path supported a total of over 125 million mailboxes, including 78 million licensed boxes, up from 70 million licensed boxes in the first quarter, 22 million outsourced email boxes, an increase from 15.5 million outsourced email boxes at the close of the first quarter, and approximately 25 million wireless devices worldwide.

During the quarter, Critical Path signed long-term contracts with more than 200 customers and partners, including BNP Paribas, SAP SI, Yahoo!, eBay, Dell, Bechtel and Federal Express. According to Hickey, approximately 35 percent of those contracts were with corporate enterprises. "The continued explosive growth and increasing complexity of messaging is leading more and more companies to recognize the reliability, security and financial benefits of selecting Critical Path to provide their messaging solutions. The ability to provide the full spectrum of messaging services uniquely positions Critical Path against any competitor," he said.

The Company also reported that approximately 30 percent of the new customers in the second quarter purchased two or more of Critical Path`s value-added products and services, such as calendaring, IP fax, secure message delivery and collaborative messaging in addition to basic email. "This metric reflects the power of our `Allsource` strategy, an approach that gives Critical Path the opportunity to participate in more messaging opportunities than anyone in the marketplace. Adding new customers and selling deeper into existing and new accounts is strong validation of our model," said Hickey.

"Critical Path`s position as the only single-source provider of end-to-end messaging services is the product of an acquisition strategy carried out over the past four quarters," said Hickey. "Our stated goal at the outset was to leverage the combined strengths and resources of the acquired companies to optimize our future growth and profitability. The integration of those companies has been very successful. We have taken the time to carefully evaluate all the technology expertise, marketing capabilities and support functions, and developed a plan to achieve synergies in those areas. As part of the integration and realization of synergies, we will be reducing our employee count, resulting in one-time charges for severance and stock-based compensation totaling approximately $5.1 million and $2.1 million, respectively, in the third quarter of this year. Going forward, we expect to realize cost savings of approximately $14 to $16 million a year resulting from these actions."

Hickey also noted that approximately 40 percent of the revenue in the second quarter came from international customers. "We saw significant growth in both Europe and Latin America, and our Critical Path Pacific joint venture with Mitsui, NTT, and NEC will accelerate our penetration of the rapidly growing Asian market."

"Our strong position in the wireless market was enhanced during the quarter as Aether Systems selected Critical Path as a strategic partner in the development of next-generation wireless services, which complements our similar announcement last quarter with Comverse Network Systems," said Hickey. "Experts predict that by 2002, more people will connect to the Internet through wireless devices than through personal computers, and the integration of Critical Path messaging capabilities into those devices will be an important force driving that trend."

Revenue for the six months ended June 30, 2000, was $58.0 million, compared with revenue of $3.1 million in the same period of 1999. The net loss for the six months, excluding special charges, was $37.0 million, or $0.68 per share, compared with a net loss of $12.3 million, or $0.62 per share, in the same period a year ago.

"Our balance sheet remains very strong and our financial resources provide a competitive advantage in the current market," said Hickey. The Company reported that as of June 30, 2000, its cash and cash equivalents totaled $291 million.

About Critical Path, Inc.

Critical Path, Inc. (Nasdaq: CPTH chart, msgs) is the dominant global provider of complete end-to-end Internet messaging and collaboration solutions for wireless, Internet-centric, telecommunication and corporate businesses. Through its "Allsourcing" strategy, Critical Path is the only advanced messaging provider to offer businesses the flexibility to outsource, midsource or insource all or part of their messaging and collaboration applications. Critical Path has built an industry-leading global infrastructure with data centers connected to key Internet exchange points. Critical Path`s technology currently reaches more than 125 million end-users through its customer relationships including more than 25 million wireless devices. Critical Path provides reliable, secure, and scalable email and a flexible suite of enhanced messaging services to partners such as E*TRADE, CompuServe, Network Solutions, US West, Sprint, France Telecom, British Telecommunications, and ICQ. Critical Path is headquartered in San Francisco, with offices in locations nationwide and in Canada, Germany, England, Ireland, France, Italy, Switzerland, Japan, Brazil and Argentina. More information on Critical Path can be found at www.cp.net .

Note to Editors: Critical Path and the Critical Path logo are the trademarks of Critical Path, Inc. All other trademarks are the property of their holders.

This press release contains forward-looking statements regarding the company and its expectations which involve certain risks and uncertainties. Factors that could cause the company`s results to differ materially from its expectations include: inability to convert available mailboxes to real revenue; failure to expand our sales and marketing activities; unplanned system interruptions and capacity constraints that could reduce our ability to provide email services and harm our business and our reputation; potential difficulties associated with strategic relationships; ability to respond to rapid technological change of the Internet messaging industry; competition; and problems related to managing the company`s expected growth, including the ability to maintain or improve upon cost efficiencies, and the ability to realize savings due to perceived synergies of acquired businesses. These and other risks and uncertainties are described in more detail in the company`s Critical Path`s Annual of From 10K filed March 29, 2000 and with subsequent filings with the Securities and Exchange Commission ( www.sec.gov ).


CRITICAL PATH, INC.
Condensed Consolidated Statement of Operations
(Unaudited)
(In thousands, except per share data)

Three Months Ended Six Months Ended
June 30, June 30, June 30, June 30,
1999 2000 1999 2000

Net revenues
Licenses $- $13,897 $- $24,967
Services 2,006 19,598 3,055 33,081
Total net revenues 2,006 33,495 3,055 58,048

Cost of net revenues
Licenses - 737 - 1,744
Services 3,234 16,738 5,148 31,078
Amortization of
purchased technology - 4,421 - 6,535
Acquisition-related
retention bonuses - 390 - 780
Stock-based expenses 743 383 1,189 876
Total cost of
net revenues 3,977 22,669 6,337 41,013

Gross profit (loss) (1,971) 10,826 (3,282) 17,035

Operating expenses
Sales and marketing 3,219 17,342 5,203 30,947
Research and development 1,430 9,213 2,809 15,536
General and administrative 2,691 7,332 4,241 14,098
Amortization of
intangible assets 550 88,986 550 136,685
Acquisition-related
retention bonuses - 3,693 - 6,372
Stock-based expenses 8,162 11,942 19,819 18,645
Total operating
expenses 16,052 138,508 32,622 222,283

Loss from operations (18,023) (127,682) (35,904) (205,248)

Minority interest in net
income of subsidiary - (325) - (325)
Interest and other
income (expense), net 1,702 (563) 1,989 421

Loss before income taxes (16,321) (128,570) (33,915) (205,152)

Provision for
income taxes - (1,439) - (1,799)

Net Loss $(16,321) $(130,009) $(33,915) $(206,951)

Net loss per share
- basic and diluted $(0.49) $(2.22) $(1.70) $(3.79)

Weighted average
shares - basic
and diluted 32,977 58,592 19,994 54,581


The following supplemental pro forma financial information presents
the Company`s condensed consolidated results of operations for the
three- and six-month periods ended June 30,1999 and 2000, excluding the
impact of certain special charges consisting of (i) amortization of
intangible assets associated with purchase business combinations, (ii)
accruals for employee retention bonuses associated with purchase business
combinations, and (iii) stock-based compensation associated with
outstanding options and warrants. This supplemental presentation is for
informational purposes only, and is not intended to replace the condensed
consolidated operating results prepared and presented in accordance with
generally accepted accounting principles.


CRITICAL PATH, INC.
Pro Forma Condensed Consolidated Statement of Operations
Excluding Special Charges
(Unaudited)
(In thousands, except per share data)

Three Months Ended Six Months Ended
June 30, June 30, June 30, June 30,
1999 2000 1999 2000

Net revenues
Licenses $- $13,897 $- $24,967
Services 2,006 19,598 3,055 33,081
Total net revenues 2,006 33,495 3,055 58,048

Cost of net revenues
Licenses - 737 - 1,744
Services 3,234 16,738 5,148 31,078
Total cost of
net revenues 3,234 17,475 5,148 32,822

Gross profit (loss) (1,228) 16,020 (2,093) 25,226

Operating expenses
Sales and marketing 3,219 17,342 5,203 30,947
Research and development 1,430 9,213 2,809 15,536
General and administrative 2,691 7,332 4,241 14,098
Total operating expenses 7,340 33,887 12,253 60,581

Loss from operations (8,568) (17,867) (14,346) (35,355)

Minority interest in net
income of subsidiary - (325) - (325)
Interest and other income
(expense), net 1,718 (547) 2,021 453

Loss before income taxes (6,850) (18,739) (12,325) (35,227)

Provision for income taxes - (1,439) - (1,799)

Net Loss $(6,850) $(20,178) $(12,325) $(37,026)

Net loss per share
- basic and diluted $(0.21) $(0.34) $(0.62) $(0.68)

Weighted average shares
- basic and diluted 32,977 58,592 19,994 54,581


CRITICAL PATH, INC.
Condensed Consolidated Balance Sheet
(Unaudited)
(In thousands)

December 31, June 30,
1999 2000

ASSETS
Current assets
Cash and cash equivalents $75,932 $291,309
Restricted cash 325 325
Accounts receivable, net 10,147 33,306
Other current assets 40,800 7,706
Total current assets 127,204 332,646

Investments 18,426 26,326
Notes receivable from officers 669 977
Property and equipment, net 52,517 73,555
Intangible assets, net 474,297 1,159,083
Other assets 692 9,260
Total assets $673,805 $1,601,847

LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities
Accounts payable $35,621 $30,714
Accrued expenses 7,120 16,496
Deferred revenue 1,818 14,552
Capital lease and other
obligations, current 6,585 9,637
Total current liabilities 51,144 71,399

Convertible subordinated notes payable - 300,000
Capital lease and other obligations,
long-term 5,669 8,198
Total liabilities 56,813 379,597

Commitments and contingencies
Minority interest in subsidiary - 325

Shareholders` Equity 616,992 1,221,925

Total liabilities and
shareholders` equity $673,805 $1,601,847

[buckweiser]

Critical Path - lange Abschussliste


Der Anbieter von eMail-Lösungen für Großkunden, Critical Path [Nasdaq: CPTH], hat am Mittwoch nach Börsenschluss Quartalszahlen veröffentlicht. Demnach hat das Unternehmen in den letzten drei Monaten (bis 30.06.) einen Verlust vor Sonderfaktoren von 20,2 Millionen Dollar bzw. 34 Cents pro Aktie eingefahren. Im entsprechenden Vorjahreszeitraum betrug der Verlust nur 6,9 Millionen Dollar bzw. 21 Cents pro Aktie.

Damit ist das Ergebnis geringfügig besser ausgefallen als von Analysten erwartet. Die durchschnittlichen Prognosen der Experten lagen bei einem Verlust von 36 Cents pro Aktie.

Der Umsatz ist, verglichen mit dem Ergebnis des Vorjahres von zwei Millionen Dollar, im zweiten Quartal um 1.500 Prozent auf 33,5 Millionen Dollar gestiegen.

Nach Bekanntgabe der Quartalszahlen erklärte Doug Hickey, Vorstandsvorsitzender von Critical Path, man sei höchst zufrieden mit der Performance des operativen Geschäfts und auf dem sicheren Weg Richtung Gewinnzone. Hickey geht davon aus, dass die Firma bereits im nächsten Jahr bei einem Umsatz von 259 bis 282 Millionen Dollar einen Gewinn von etwa 22 Cents erwirtschaften wird.

Trotz der guten Aussichten plant das Unternehmen den Rausschmiss von 125 Mitarbeitern (etwa 13 Prozent).

Critical Path
2.Q. 2000
1.Q.2000
2.Q.1999

Umsatz in Mio. US-$
33,5
24,6
2

Ergebnis in Mio. US-$
-20,2
-16,8
-6,9

Ergebnis je Aktie in US-$
-0,34
-0,33
-0,21

[Green_Ninja]

@ buckweiser

es ist schon eine tolle sache eine aktie im depot zu haben ,die super läuft und die ganzen WO zocker merken nix ..garnix davon !
also nicht puschen und geniessen .
dieses posting liest wieder kein mensch ! is auch gut so :


Robertson Stephens Reiterates Strong Buy Rating on CPTH

PR Newswire
Thursday July 20 11:18am

SAN FRANCISCO, July 20 /PRNewswire/ -- The following is being issued by Robertson Stephens, a member of the National Association of Securities Dealers, CRD number 41271:

Robertson Stephens Managing Director and Senior eCommerce Services Analyst Rick Juarez today reiterated his Strong Buy rating on Critical Path (Nasdaq: CPTH), after the company reported strong second quarter results. Critical Path, headquartered in San Francisco, Calif., delivers turnkey, state-of-the-art, eMessaging and collaboration solutions to corporations, Internet service providers, Web hosting companies and Web portals.

"Critical Path beat our and the Street`s second quarter estimates reporting revenues and earnings-per-share of $33.5 and ($0.34), representing upside of $5.9 million and $0.03, respectively," said Juarez. "Second quarter revenues represent year-over-year growth of over 1575 percent and sequential growth of 36 percent."

"We believe that there are three recent developments that will fundamentally change the way email is used: the approval of digital signatures, the growing use of commerce enable and streaming ads, and the growing use of `connected applications` that leverage email as a transport medium," said Juarez. "All three will accelerate messaging growth and greater need for reliability."

"Reported mailboxes grew to over 125 million in the quarter, and it is important to note that approximately 30 percent of new customers purchased two or more services from Critical Path," said Juarez. "Strength in the company`s model can be seen in the growth in average revenue per box and the rich revenue/box derived from corporate mail boxes."

"As anticipated, the company has moved aggressively to streamline operations and eliminate redundant areas associated with its recent nine acquisitions," said Juarez. "Critical Path announced it would be reducing headcount by 130 people and will take a one-time charge of $7.2 million associated with severance and stock based charges. We believe these steps will reduce ongoing annual operating costs by $14 million."

"We are raising our estimates for fiscal 2000 and 2001 and reiterating our Strong Buy recommendation on the stock," said Juarez. "In addition, we reiterate our share price target of $125, based on 36.5 times our 2001 revenues, which would place Critical Path at parity with the top-tier messaging companies."

Clients interested in receiving more information should contact their salesperson at 415-781-9700.

Robertson Stephens is the leading full-service investment bank focused exclusively on growth companies. The firm provides a comprehensive set of investment banking products and services, including equity underwriting, sales & trading, research, M&A advisory, convertible securities, private capital, equity derivatives, and corporate and executive services. The firm has more than 40 equity research analysts who cover nearly 700 companies. Founded in 1978, Robertson Stephens (Legal name: FleetBoston Robertson Stephens Inc.) is a section 20 subsidiary of FleetBoston Financial Corporation (NYSE: FBF) and a member of the NASD and all major exchanges. Together, Robertson Stephens, FleetBoston Robertson Stephens International Ltd., and Robertson Stephens Evergreen Securities Ltd. has more than 1,400 employees worldwide with offices in San Francisco, Boston, New York, Palo Alto, Chicago, Atlanta, London, Munich and Tel Aviv.

FleetBoston Robertson Stephens Inc. ("Robertson Stephens") is a wholly owned subsidiary of FleetBoston Corporation and is an NASD member and a member of all major exchanges and SIPC.

The foregoing synopses are qualified in their entirety by the more detailed information contained in the full research reports, including the discussion of certain risks associated with an investment in the above- mentioned securities contained in "Investment Risks."

The information contained herein is not a complete analysis of every material fact respecting any company, industry or security. Although opinions and estimates expressed herein reflect the current judgment of FleetBoston Robertson Stephens Inc., the information upon which such opinions and estimates are based is not necessarily updated on a regular basis; when it is, the date of the change in estimate will be noted. In addition, opinions and estimates are subject to change without notice. This Report contains forward- looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, those discussed in "Investment Risks." FleetBoston Robertson Stephens Inc. from time to time performs corporate finance or other services for some companies described herein and may occasionally possess material, nonpublic information regarding such companies. This information is not used in the preparation of the opinions and estimates herein. While the information contained in this Report and the opinions contained herein are based on sources believed to be reliable, FleetBoston Robertson Stephens Inc. has not independently verified the facts, assumptions and estimates contained in this Report. Accordingly, no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions contained in this Report. FleetBoston Robertson Stephens Inc., its managing directors, its affiliates, and/or its employees may have an interest in the securities of the issue(s) described and may make purchases or sales while this report is in circulation. FleetBoston Robertson Stephens International Ltd. is regulated by the Securities and Futures Authority in the United Kingdom. This publication is not meant for private customers.

The Fleet Specialist Division of Fleet Securities, Inc. (Member NYSE), an affiliate of FleetBoston Robertson Stephens, Inc., is the specialist that makes a market in AutoNation, Inc., Cabletron Systems, Inc., Cash America International, Inc., Computer Associates International, Ethan Allen Interiors Inc., FelCor Lodging Trust Inc., Foundation Health Systems, Inc., Harrah`s Entertainment, Inc., Hilton Hotels Corporation, The Home Depot, Inc., International Game Technology, Jones Apparel Group, Inc., MGM Grand, Inc., National Semiconductor Corporation, Park Place Entertainment Corporation, Scientific-Atlanta, Inc., Seagate Technology, Inc., Shurgard Storage Centers, Inc., Station Casinos Inc., The Talbots, Inc., and Tommy Hilfiger Corporation, and at any given time, Fleet Specialist may have an inventory position, either "long" or "short", in this security. As a result of Fleet Specialist`s function as a market maker, such specialist may be on the opposite side of orders executed on the floor of the Exchange in this security.

The securities discussed herein are not FDIC insured, are not deposits or other obligations or guarantees of Fleet Bank or BankBoston N.A., and are subject to investment risk, including possible loss of any principal amount invested.

Source: Robertson Stephens
Contact: Meredith McKeon, 202-326-1715; or Nicole Schneider, 202-326-1803, both for Robertson Stephens

[DimStar]

entlassungen ? ich glaube dagegen bin ich allergisch. da wurde wohl im eifer des gefechts zuviel ballast aufgekauft.

[buckweiser]

Critical Path “Strong Buy” [Robertson Stephens]

Die Analysten von Robertson Stephens erneuern ihr „Strong Buy“ für Critical Path [ Kurs / Chart ]. Sie vertreten die Ansicht, dass das Unternehmen der dominierende Anbieter von eMail-Lösungen im Internet ist. Die steigende Nachfrage der Nutzer nach Mehrwert-Diensten, beispielsweise Kalenderfunktion, hat das beginnende dritte Quartal äußerst erfolgreich beginnen lassen..


© 07.08.2000 www.stock-world.de

[buckweiser]

09.08. 06:33
Critical Path übernimmt PeerLogic
--------------------------------------------------------------------------------


Das Mail-und Messagingservice Unternehmen Critical Path übernimmt für $416 Mio. in Aktien PeerLögic, um seine Angebotspalette auch mit Transaktions-automatisierender Software abzurunden. PeerLogic`s Software regelt auch den Zugang von Partnern zu Informationen des Unternehmens während des Handelsprozesses. Unter PeerLogic`s über 1000 Kunden befinden sich Unternehmen wie Verizon, Citigroup, AlliedSignal und Vodafone.

© BörseGo.de

[buckweiser]

Critical Path kooperiert mit Trend Micro
Trend Micro, ein führender Anbieter von Internet-Securitiy und Antivirus-Software, und Critical Path, ein globaler Anbieter von Internet Messaging-Lösungen, kooperieren. Critital Path wird die Security- und Antivirus- und andere value-added-Features dem Messenger hinzufügen. Ferner haben die beiden Unternehmen eng mit Microsoft zusammengearbeitet, um eine sichere Lösung des Exchange 2000 auszuarbeiten. Diese Zusammenarbeit zielte darauf ab, dass die Kunden von Exchange und Exchange 2000 ihr Messaging Critical Path outsourcen. Laut IDC wird der Security-Markt von $512 Mio. 1998 auf $2.24 Mrd. in 2003 anwachsen.
© BörseGo.de

[buckweiser]

Critical Path, NaviPath und Motient kooperieren
Die drei Unternehmen beschlossen im Wireless Messaging und Kommunikations-Bereich zusammenzuarbeiten. NaviPath, ein Tochterunternehmen von CMGI und Internetzugangsprovider für Unternehmen, beabsichtigt unter Nutzung von Motient`s eLink und Critical Path`s InScribe Messaging Service drahtlose E-Mail Services anzubieten.
© BörseGo.de

[Green_Ninja]

gut das das CP-board von leuten wie jagger oder oti
total zugemüllt wurde !!!

so sieht niemand diese axie und es kommen keine pushversuche .

@ buckweiser
cp hat sich super erholt oder ?
auf zu neuen höhen

CU GREEN

[buckweiser]

stay long in CPTH, im Februar die Hälfte raus(bei Kurs 150), dann im Somer wieder rein, so einfach kann Börse sein

[Green_Ninja]

genau, so macht börse spass

nur bei CP braucht man besonders starke nerven .dagegén ist C1
fast ein bluechip

:

[buckweiser]

Critical Path gewinnt Circuit City als Kunden
Circuit City Stores ist eine führende Einzelhandelskette in den USA. Critical Path wird in 600 Läden des Unternehmens eMail, Virus-Sicherheit und Interent-Access integrieren. Ferner kommt Circuit City Stores in den Genuss des Supports von Critical Path.
© BörseGo.de

[Green_Ninja]

Hi Buck

bin der meinung das wir nächste woche die 100 € sehen !!

das bedeutet bei mir 100 % mit CP

SKI IS THE LIMIT !!!!


CU GREEN

[Le Loup]

Schön, daß hier zwischen all dem Müll wenigstens ein Thread zu dieser Aktie ist, ich habe sie mir bei 45 zugelegt, und bin ebenfalls fest davon überzeugt, zum Jahresende sehen wir wieder die 150.

Frage: warum wird gegen die Müllposter nix unternommen, ist echt das letzte!

MMW

[buckweiser]

Critical Path unterstützt IBM
Critical Path konnte erfolgreich seinen InScribe Messaging Server auf das AIX-System von IBM anpassen. AIX ist das führende Betriebssystem für die IBM Power Platform. Die Anpassung wurde durchgeführt, um auch Kunden, welche eine Nachfrage nach AIX-kompatiblen Systemen hatten, diese befriedigen zu können. Die Privat-Universität "The Tec of Monterrey" hat das InScribe bereits mit dem neuen AIX-Betriebssystem gewählt.

[buckweiser]

12.09. 14:41
Critical Path und Corio mit Partnerschaft
--------------------------------------------------------------------------------


Der Anbieter von Internetlösungen für Mitteilungen, Critical Path und Corio, der Anbieter von Betriebsanwendungen, gehen eine strategische Partnerschaft ein. Diese beinhaltet, dass Critical Path seine Mitteilungsanwendungen über Corio weltweit Firmen anbieten wird. Dadurch wird es auch Corio ermöglicht nahezu jedes Bedürfnis nach Internetkommunikation der Unternehmen zu befriedigen. Corio übernimmt dabei den Verkauf und den Support für die Messageanwendungen, während Critical Path diese bereitstellt und in Betrieb hält.

© BörseGo.de

[Hemden]

alles über CP (auch für Newbies) unter:

http://www.marketone.de/research/unt_news.php3?art=a&ID=1025…

[buckweiser]

AlliantLink.com Partners with Critical Path to Provide Customers Free E-Mail and On-Line Calendaring Features
DEERFIELD, Ill., Sep 19, 2000 /PRNewswire via COMTEX/ -- AlliantLink.com, Inc., the Web-based order-entry and service delivery company of Alliant Exchange, Inc., has signed an agreement with Critical Path, Inc. (Nasdaq: CPTH chart, msgs) to provide free e-mail messaging and integrated calendaring capability to AlliantLink.com customers.

(Photo:http://www.newscom.com/cgi-bin/prnh/20000308/ALLEX )

The agreement will enable customers to create personal address books on line and to send and receive e-mail from the AlliantLink.com Web site with state-of-the-art security and virus protection, without software installation. It also enables customers to create a single source for special or recurrent event scheduling and for extending, accepting and declining event invitations. The features are expected to debut later this Fall.

[dosto]

zur post vom 20.07.

meine zahlen weisen einen verlust von 130 mill im zweiten
quartal auf, per share -2.22.
wer hat nun die richtigen zahlen?

[buckweiser]

CRITICAL PATH: Critical Path outlines global vision for the secure delivery of digital messages; Critical Path debuts inscribe secure file services as logical step towards the creation of a comprehensive trusted messaging institution
OCT 9, 2000, M2 Communications - London -- Critical Path Inc. (Nasdaq: CPTH chart, msgs), the dominant global provider of business-to-business Internet messaging and collaboration solutions, today outlined the company`s vision for the creation of a comprehensive Messaging Institution responsible for the secure transmission of today`s myriad forms of digital communication. In conjunction with this announcement, Critical Path announced the availability of the company`s InScribe Secure File Services and InCase Certified File Service, which leverages digital certificates to enable businesses and consumers to securely send, store and collaborate on files from anywhere in the world.

IDC predicts that by 2002 there will be 521 million mailboxes worldwide and over 1.4 trillion emails will be sent annually. As more businesses and consumers turn to the Internet for mission-critical communication, the issues of online security, privacy and protection have become of paramount importance. Businesses and consumers are increasingly using digital communication to create, exchange and store critical information such as legal agreements, financial and personal information and intellectual property. This type of information has in fact become a new type of "digital currency" that needs to be protected.

Experts estimate that the recent Love virus cost businesses and consumers over $7 billion in damage. A Gartner Group study last year reported that 90 percent of Internet users receive at least one spam message per week and the distributed costs of unsolicited email exceeds $1 billion per year in server space, telecommunications costs and lost productivity. The vision of the Messaging Institution is to protect business` and consumers` valuable digital assets.

[buckweiser]

Critical Path Reports Record Third Quarter Revenue Of $45 Million And Increases Estimates For Fourth Quarter and 2001
Net Loss Cut in Half from Prior Quarter, Clearing Company`s Path to Profitability
SAN FRANCISCO, Oct 19, 2000 /PRNewswire via COMTEX/ -- Critical Path, Inc. (Nasdaq: CPTH chart, msgs) the dominant global provider of business-to-business Internet messaging infrastructure solutions, today announced record financial results for the quarter and nine months ended September 30, 2000.

Revenue for the quarter reached nearly $45.0 million, a 34 percent sequential increase over revenue of $33.5 million in the second quarter, and an 815 percent increase over revenue of $4.9 million in the same quarter of the prior year. The net loss for the quarter, excluding special charges, was $8.7 million, or $0.14 per share, compared with a net loss, excluding special charges, of $20.2 million, or $0.34 per share, in the second quarter of this year, and a net loss of $6.2 million, or $0.17 per share, in the same quarter a year ago. The Company also reported gross margin, excluding special charges, of $25.3 million, a 58 percent increase over gross margin of $16.0 million in the quarter ended June 30, 2000.

"All of our business areas contributed to the outstanding performance in the third quarter," said Doug Hickey, Critical Path`s CEO. "Rapidly growing revenue and stronger margins demonstrate the strength of our product and service offerings across several broad horizontal markets. At the same time, cutting the operating loss by more than half from the prior quarter reflects the leverage achieved in each operating expense category."

"As a result of our acquisition of PeerLogic and the strength we see in our business going forward, we are increasing our estimates for revenue for the fourth quarter of this year, and revenue and earnings per share for the full year 2001," said Hickey. The Company expects revenue for the fourth quarter ending December 31, 2000 of between $54 million and $56 million, and fully diluted earnings per share, excluding special charges, for the period estimated at $0.01. For the year 2001, revenue is expected between $300 million and $310 million, with fully diluted earnings per share, excluding special charges, of $0.39 to $0.41.

Enterprise Customers

During the quarter, Critical Path signed long-term contracts with more than 240 customers and partners. According to Hickey, approximately 50 percent of those contracts were with corporate enterprises, including Circuit City, AFLAC, Honeywell, and Bechtel. "A number of factors are driving more and more organizations to consider outsourcing their messaging requirements to Critical Path. These factors include the high reliability, scalability and security of our operations, the technical and engineering expertise needed to manage a vast messaging infrastructure, and the demonstrated high ROI of our solutions," he said.

Value-Added Services

The Company also reported that approximately 25 percent of the new customers in the third quarter purchased two or more of Critical Path`s value-added products and services, such as directory, calendaring, IP fax, secure message delivery and collaborative messaging, in addition to basic email. Furthermore, approximately 32 percent of our customers in the third quarter were existing customers purchasing additional value-added products and services. "Across all markets, organizations clearly want to develop relationships with a few key strategic vendors, and as the only provider of a complete end-to-end messaging solution, Critical Path contributes to that objective," said Hickey. "Our ability to integrate a comprehensive service offering for our customers provides us with a significant competitive advantage in this market."

eBusiness Infrastructure

Critical Path`s directory and meta-directory products continued to increase their penetration of the enterprise and service provider markets. Directories and meta-directories play an important role in the security infrastructure that is required for eBusiness. "Directories are the repository for the authentication and authorization profiles essential to creating a trusted online environment," said Hickey. "With the acquisition of PeerLogic, which closed in late September, Critical Path offers directory products that allow the greatest interoperability and scalability in the marketplace today. We can now offer infrastructure solutions not just to large companies, but to entire countries through their postal systems and other trusted third party exchanges being established around the globe."

Wireless Partners and Services

The Company`s position in the wireless market was further strengthened during the quarter through two new strategic partnerships. Critical Path will provide the messaging infrastructure supporting an offering from NaviPath and Motient that seamlessly places Internet content on wireless devices. In addition, Cresenda Wireless chose Critical Path to provide the messaging infrastructure for all the products in its Wireless Professional Series.

International Business

Hickey also noted that approximately 43 percent of the revenue in the third quarter came from international customers. The company announced significant wins overseas, with the largest ISP in Brazil (ZipNet) and the largest online community in Korea (Netian) announcing they had migrated seamlessly to Critical Path`s messaging infrastructure. Each of these customers service approximately 4 million end users, demonstrating Critical Path`s dedication to addressing mega-scale markets.

In September, Critical Path also hosted over 400 industry and government leaders at its fourth annual international customer/partner conference in Kuala Lumpur.

Messaging Reach

At the close of the quarter, Critical Path powered a total of approximately 157 million mailboxes and wireless devices, including 107 million licensed boxes, 24 million outsourced email boxes, and approximately 26 million wireless devices worldwide. "It is clear that Critical Path`s messaging infrastructure performs effectively at a scale that has not been attained by any other provider in the marketplace," said Hickey.

The Company reported revenue for the nine months ended September 30, 2000, of $103.0 million, compared with revenue of $8.0 million in the same period of 1999. The net loss for the nine months, excluding special charges, was $45.7 million, or $0.80 per share, compared with a net loss of $18.4 million, or $0.71 per share, in the same period a year ago.

"Our balance sheet remains very strong and our financial resources provide a competitive advantage in the current market," said Hickey. The Company reported that as of September 30, 2000, its cash and cash equivalents totaled $242.5 million. During the third quarter, the Company used $48.9 million in cash, including $14.9 million to support ongoing operations, $11.5 million for one-time severance benefits and acquisition-related retention bonuses, $14.0 million in capital equipment, and $13.1 million for equity investments in four strategic partners.

About Critical Path, Inc.

Critical Path Inc. (Nasdaq: CPTH chart, msgs) ignites the power of information for eBusiness by providing the Internet messaging infrastructure upon which the new economy is built. The Company is a single resource that powers the flow of mission-critical information through an integrated portfolio of secure messaging, directory, data integration and collaboration solutions. Critical Path`s technology strengthens all aspects of the eBusiness value chain by providing the messaging infrastructure that fuels customers` new and existing eBusiness initiatives. Critical Path is headquartered in San Francisco, with offices worldwide. More information on Critical Path can be found at www.cp.net .

This press release contains forward-looking statements regarding the Company and its expectations, which involve certain risks and uncertainties. Factors that could cause the Company`s results to differ materially from its expectations include: failure to expand our sales and marketing activities; unplanned system interruptions and capacity constraints that could reduce our ability to provide messaging services and harm our business and our reputation; potential difficulties associated with strategic relationships; ability to respond to rapid technological change of the Internet messaging industry; competition; foreign currency fluctuations; failure to maintain or reduce operating expense levels; delays in customer orders; recognition of revenue from customers; problems related to managing the Company`s expected growth, including the ability to maintain or improve upon cost efficiencies; and the failure to realize savings due to perceived synergies of acquired businesses, including PeerLogic. These and other risks and uncertainties are described in more detail in the company`s Critical Path`s Annual Report on Form 10-K/A filed March 29, 2000 and with subsequent filings with the Securities and Exchange Commission ( www.sec.gov ).


CRITICAL PATH, INC.
Condensed Consolidated Statement of Operations
(Unaudited)
(In thousands, except per share amounts)

Three Months Ended Nine Months Ended
Sept. 30, Sept. 30, Sept. 30, Sept. 30,
1999 2000 1999 2000

Net revenues
Licenses $ - $ 21,998 $ - $ 46,965
Services 4,913 22,977 7,968 56,058
Total net revenues 4,913 44,975 7,968 103,023

Cost of net revenues
Licenses - 634 - 2,378
Services 4,681 19,076 9,829 50,154
Amortization of purchased
technology - 4,434 - 10,969
Acquisition-related
retention bonuses 130 260 130 1,040
Stock-based expenses 2,712 381 3,901 1,257
Total cost of net
revenues 7,523 24,785 13,860 65,798

Gross profit (loss) (2,610) 20,190 (5,892) 37,225

Operating expenses
Sales and marketing 3,557 16,128 8,760 47,075
Research and development 1,895 7,635 4,705 23,171
General and administrative 3,678 6,491 7,919 20,589
Amortization of intangible
assets 9,263 94,160 9,813 230,645
Acquisition-related
retention bonuses 570 2,888 570 9,260
Stock-based expenses 5,425 10,388 25,244 29,033
Acquired in-process research
and development - 3,500 - 3,700
Employee severence expenses - 6,695 - 6,695
Total operating expenses 24,388 147,885 57,011 370,168

Loss from operations (26,998) (127,695) (62,903) (332,943)

Interest and other
income (expense), net 2,674 (309) 4,663 112
Equity in net loss of
joint venture - (640) - (640)
Minority interest in net income
of consolidated subsidiary - (201) - (526)

Loss before income taxes (24,324) (128,845) (58,240) (333,997)

Provision for income taxes - (2,534) - (4,333)

Net Loss $(24,324)$(131,379) $(58,240)$(338,330)

Net loss per share - basic
and diluted $ (0.65) $ (2.13) $ (2.26) $ (5.94)

Weighted average
shares - basic and diluted 37,158 61,614 25,789 56,925

The following supplemental pro forma financial information presents the
Company`s condensed consolidated results of operations for the three and
nine-month periods ended September 30, 1999 and 2000, excluding the impact
of certain special charges consisting of (i) amortization of intangible
assets associated with purchase business combinations, (ii) accruals for
employee retention bonuses associated with purchase business combinations,
(iii) stock-based compensation associated with outstanding options and
warrants, (iv) in-process research and development associated with
purchase business combinations, and (v) severance expense associated with
workforce reductions. This supplemental presentation is for informational
purposes, only, and is not intended to replace the condensed consolidated
operating results prepared and presented in accordance with generally
accepted accounting principles.


CRITICAL PATH, INC.
Pro Forma Condensed Consolidated Statement of Operations
Excluding Special Charges
(Unaudited)
(In thousands, except per share amounts)

Three Months Ended Nine Months Ended
Sept. 30, Sept. 30, Sept. 30, Sept. 30,
1999 2000 1999 2000

Net revenues
Licenses $ - $ 21,998 $ - $ 46,965
Services 4,913 22,977 8,074 56,058
Total net revenues 4,913 44,975 8,074 103,023

Cost of net revenues
Licenses - 634 - 2,378
Services 4,681 19,076 9,829 50,154
Total cost of net
revenues 4,681 19,710 9,829 52,532

Gross profit (loss) 232 25,265 (1,755) 50,491

Operating expenses
Sales and marketing 3,557 16,128 8,760 47,075
Research and development 1,895 7,635 4,705 23,171
General and administrative 3,678 6,491 7,919 20,589
Total operating
expenses 9,130 30,254 21,384 90,835

Loss from operations (8,898) (4,989) (23,139) (40,344)

Interest and other
income (expense), net 2,690 (293) 4,711 160
Equity in net loss of joint
venture - (640) - (640)
Minority interest in net income
of consolidated subsidiary - (201) - (526)

Loss before income taxes (6,208) (6,123) (18,428) (41,350)

Provision for income taxes - (2,534) - (4,333)

Net Loss $ (6,208) $ (8,657) $ (18,428)$ (45,683)

Net loss per share - basic
and diluted $ (0.17) $ (0.14) $ (0.71) $ (0.80)

Weighted average shares - basic
and diluted 37,158 61,614 25,789 56,925


CRITICAL PATH, INC.
Condensed Consolidated Balance Sheet
(Unaudited)
(In thousands)

December 31, September 30,
1999 2000
ASSETS
Current assets
Cash and cash equivalents $ 75,932 $ 242,458
Restricted cash 325 325
Accounts receivable, net 10,147 43,911
Other current assets 40,800 9,688
Total current assets 127,204 296,382

Investments 18,426 32,669
Notes receivable from officers 669 1,107
Property and equipment, net 52,517 85,704
Intangible assets, net 474,297 1,498,578
Other assets 692 9,202
Total assets $ 673,805 $ 1,923,642

LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities
Accounts payable $ 35,621 $ 42,546
Accrued expenses 7,120 14,529
Deferred revenue 1,818 16,683
Capital lease and other obligations,
current 6,585 9,681
Total current liabilities 51,144 83,439

Convertible subordinated notes payable - 300,000
Capital lease and other obligations,
long-term 5,669 5,958
Total liabilities 56,813 389,397

Commitments and contingencies
Minority interest in consolidated
subsidiary - 526

Shareholders` Equity 616,992 1,533,719

Total liabilities and shareholders`
equity $ 673,805 $ 1,923,642

[Salamanca]

@ buckweiser

Hallo! Mich würde deine Einschätzung zu Critical Path interessieren? Glaubst du können sie ihr Wachstum fortsetzen? Habe im Juni überlegt, ob ich Aktie kaufen soll. Habs dann aber übersehen. Anfang Juni gibts ein Break-away-gap, daß bei 40 Dollar wieder geschlossen wäre. Überlege, ob ich nach Schließung des Gaps die Aktie kaufe. Was sagst du dazu? Wie siehst du die Chancen von Critical Path im Vergleich zu C1, Insp, Vign, Webm, Efnt?

Liebe Grüße
Salamanca

[buckweiser]

Hi, mit CMRC, VIGN, INSP und WEBM hast Du meine Lieblingswerte bereits angesprochen, bei EFNT bin ich etwas vorsichtiger, habe nur eine kleine Position in dem Wert, CPTH sehe ich nachwievor positiv, der Markt für E-Mail-Outsourcing usw. wird noch über Jahre stark wachsen und CPTH ist die dominierende Firma in dem Bereich, aktuell gute Einstiegsmöglichkeit, denke ich.

aktueller Kurs: 46 3/4 $
Marktkap. 2,99 Mrd. $
KUV 01: <10 (nach Firmenprognosen, die wahrscheinlich konservativ sind, da die letzten Quartale immer über Plan lagen)

Hier noch eine positive Nachricht dazu:


2.11.
Critical Path will Erwartungen einhalten
Critical Path, ein Anbieter von Internet-Nachrichten-Services, gab heute bekannt, die Erwartungen der Wall Street-Analysten im vierten Quartal und im Jahr 2001 zu erfüllen.
Das Unternehmen erwartet demnach Umsätze in Höhe von 54-56 Millionen Dollar für das laufende Quartal. Der Gewinn je Aktie soll im Rahmen der Erwartungen von Analysten bei 1 Cent je Aktie liegen.
Im Jahr 2001 sollen die Umsätze im Vergleich zu 2000 um 95 Prozent gesteigert werden auf 300-310 Millionen Dollar bei einem Gewinn von 39-41 Cents je Aktie. Analysten sagen bisher einen Gewinn von 40 Cents je Aktie voraus.

Grüsse, buck

[papillonsen]

CPTH ist nach den allgemeinen Pr?Eeltagen an den Weltbörsen wieder auf dem Wegg nach oben.

Schaut Euch den Wert mal genauer an:

WKN in Frankfurt 920241
mehr infos unter www.nasdaq.com (Kuerzel CPTH).

Have fun. 30 % in wenigen Tagen sind hier leicht möglich.
dzt an nasdaq fast +5%.

Merry Xmas und ein erfolgreiches 2001 f?E Euch alle...

[papillonsen]

up

[Pfusch]

Hier sind sogar 50% an einem Tag möglich

[Magnum]

Was zu beweisen war. Leider gehts nach unten mit den 50 %!!
Könnte kotzen. Hat irgengjemand Infos warum es so kraftvoll gen Süden geht???? Wäre dankbar für alle News.

[ust]

Consors News X


Critical Path Trading Sell


Die Analysten von Hornblower Fischer stufen die Aktien von Critical Path als "Trading Sell" ein.

Das 1997 gegründete Unternehmen Critical Path entwickele und vermarkte die für den Nachrichtenversand via Internet nötige Infrastruktur. Diese ermögliche neben dem normalen Verschicken von E-Mails auch die Kommunikation mit anderen Medien wie beispielsweise Fax und Mobiltelefon. Auch der umgekehrte Weg, also der Informationsabruf bzw. deren automatischer Empfang werden unterstützt. Zu den Kunden von Critical Path zählen neben Firmen in erster Linie Anbieter von Internetservices wie beispielsweise AOL, CNet oder Yahoo, so die Analysten. Gestern habe das Unternehmen die Geschäftszahlen für das vierte Quartal bekanntgegeben. Critical Path habe einen Umsatz in Höhe von 52 Millionen USD erzielt, der damit lediglich 16 Prozent über den Erlösen des vergleichbaren Vorjahreszeitraumes und leicht unter den Prognosen von 55 Millionen USD gelegen sei. Auf der Ertragsseite sei ein Verlust in Höhe von 11,5 Millionen USDgestanden oder 16 Cents je Aktie zu Buche geschlagen. Im Vergleich zum vierten Quartal 1999 mit einem negativen Ergebnis von 11 Millionen USD also eine leichte Verschlechterung. Die Gründe hierfür seien laut Unternehmensangaben durch den starken Dollarkurs sowie durch die höheren Kosten im Zusammenhang mit der Übernahme der PeerLogic bedingt. Auch für das laufende Geschäftsjahr zeige man sich wenig optimistisch. So werde der Umsatz im ersten Quartal nur zwischen 54 und 56 Millionen USD und für das Gesamtjahr 2001 etwa 260 Millionen USD betragen und damit erneut unter den Erwartungen von 62 bzw. 306 Millionen USD liegen. Zudem gehe man davon aus, frühestens im dritten Quartal ein positives Ergebnis erreichen zu können. Bislang habe der Markt bereits für das erste Quartal mit einem, wenn auch geringen, Gewinn gerechnet. Die Analysten gehen aufgrund des schwachen Ausblicks davon aus, dass der Kurs den mittelfristigen Abwärtstrend fortsetzen wird.

Analyst: Hornblower Fischer
WKN der Aktie: 920241
KGV 01e: k.A.
Besprechungskurs: k.A.
Kursziel: k.A.
Rating des Analysten: trading sell




Quelle: Aktienresearch 19.01.2001 16:35

Diese Seite drucken




© 2000 Consors Discount-Broker AG • Telefon: [phone] • Fax: [phone]

[janolo]

na super, und ich hab die für 81 E im April 99
gekauft. Könnte kotzen, waren schon mal bei 120;
neín, nicht verkaufen, könnte ja noch weitergehen.
Na toll, noch ne Leiche mehr im Dpeot.

[buckweiser]

tut mir leid, der thread stammt noch aus meinen pushertagen, das was am meissten nervt ist, das zunächst verkündet wird, das die Prognosen eingehalten werden, um dann anschliessend so einen Mist zu präsentieren, da hat man keine Schnitte.....

[buckweiser]

Critical Path – herbe Enttäuschung

Der Anbieter von B2B-eMail-Diensten, Critical Path [Nasdaq: CPTH Kurs/Chart ], enttäuschte am Donnerstag mit der Veröffentlichung seiner Ergebnisse für das vierte Quartal (bis 31.12.) auf ganzer Linie. Anstatt wie angekündigt die Gewinnzone zu erreichen, gab das Unternehmen einen Verlust vor Sonderfaktoren von 11,5 Millionen Dollar bzw. 16 Cents je Aktie bekannt. Nach Angaben des Finanzinformationsdienstes First Call/Thomson Financial hatten Analysten im Durchschnitt mit einem Gewinn von einem Cent pro Anteilsschein gerechnet.

Damit aber nicht genug: Auch in den nächsten drei Quartalen sei nicht mit einem Gewinn zu rechnen, so das Unternehmen. Die Umsatzerwartungen für das erste Quartal 2001 wurden um etwa 19 Prozent auf 54 bis 56 Millionen Dollar gesenkt, der Verlust wird sich voraussichtlich auf 15 bis 16 Cents je Aktie belaufen. Für das gesamte Geschäftsjahr erwartet man Verkaufserlöse von nur noch 255 bis 260 Millionen Dollar, 17 Prozent weniger als zuvor veranschlagt.

Als Hauptgrund für das schlechte Ergebnis wurde die Weigerung der Buchprüfer genannt, eine Summe von sieben Millionen Dollar als Umsatz anzuerkennen. Die Einnahmen hatte Critical Path durch den Verkauf einer Software erzielt, die das Unternehmen allerdings nicht direkt an die Endverbraucher abgegeben hatte. CFO Larry Reinhold nannte zudem noch höher als erwartete Kosten, die durch die Übernahme von PeerLogic entstanden waren, größere Beträge, die für zweifelhafte Forderungen zurückgestellt werden mussten und der starke Dollar, der zu Währungsverlusten im europäischen Geschäft geführt hat.

Am Donnerstag verlor die Aktie im nachbörslichen Handel bereits 45 Prozent an Wert. Um 16:30 Uhr MEZ notiert Critical Path mit einem Minus von 52,66 Prozent bei 9,47 Dollar. Die Investmentbank Robertson Stephens hat die von "Strong Buy" auf "Buy" herabgestuft.


Critical Path
4.Q. 2000
4.Q. 1999

Umsatz in Mio. US-$
52
8,2

Ergebnis in Mio. US-$
-11,5
11

Ergebnis je Aktie in US-$
-0,16
-0,26




© 19.01.2001 www.stock-world.de