Open Market: Gewinnwarnung ! - 500 Beiträge pro Seite

[megasolar]

Open Market steckt im Dilemma: Die neuen Content Management Produkte sind schlechter als erwartet vom Markt aufgenommen worden - unerwartet schlechte Erlöse aus deren Lizensierung!
Das frühere Stammgeschäft ( Commerce Management Produkte und vor allem den Services ) ist früher als erwartet zusammengebrochen.

Jetzt dürfen wir einstellige Kurse meiner Meinung nach im dritten Quartal erleben. Ich rate trotzdem nicht zum Einstieg - da müßte erst ganz deutlich der Erfolg der neuen Produkte erkennbar sein.

Gewinnwarnung
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Open Market warns about loss

By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 7:27 PM ET Jul 12, 2000 NewsWatch
Latest headlines

BURLINGTON, Mass. (CBS.MW) -- Open Market’s second-quarter loss will be at least twice as large as Wall Street analysts expected.

The e-business company said Wednesday revenue shortfalls in its professional services unit and its commerce management products will pull quarterly sales down between $26 million to $28 million.

Open Market (OMKT: news, msgs), which is due to report results on July 25, said it expects a loss of 13 cents a share to 18 cents a share.

Analysts surveyed by First Call expected, on average, a loss of 6 cents per share.

"Open Market has experienced a shift, somewhat sooner than expected, toward a higher proportion of its business being derived from licensing of its content management products. Our professional services business model is evolving to accommodate that change,” said Ron Matros, Open Market`s president and CEO.

Open Market shares closed down 15/16, or 7.3 percent, to 11 15/16

Die dazugehörige Open Market Meldung bei biz.yahoo.com:
http://biz.yahoo.com/prnews/000712/ma_open_ma.html

-megasolar

[megasolar]

Bitter bitter , die 9 US $ rauschen durch, die Company scheint jedes Vertrauen verspielt zu haben.
Ein Rebound dürfte noch mal bis auf 13 kommen, und dann gehts dauerhaft unter die 11.

Hochspekulative mittelfristige Aussicht ist jetzt: Wer mach den Retter? Dann sind wie bereits beschrieben in einem Übernahmescenario die 30 durchaus drin. Doch darauf gehe ich nicht und empfehle es auch keinen - bessere Aussichten hat man bei Roulette!

-megasolar

[mhagenow]

Hallo magasolar,
bitter,bitter, ich habe mich schon auf die
neuen earnings am 25. juni gefreut und dann
das.
Bei einer Übernahme werden die den Kurs
nochmals drücken um dann 10$ oder 9$ zu
bieten. Zudem weiß niemand, wann das geschieht.
Also raus da, so schnell wie möglich.
Tschüß mikk

[megasolar]

Hi,

in den bitteren Zeiten für Open Market werden bittere Töne in den US-amerikanischen Message Boards gehört. Hier ein CBS Online-Artikel mit Auszügen aus dem Yahoo Board und einer Stimmungswertung zu Open Market.


SAN FRANCISCO, CA (CBS.MW) -- It’s been a beautiful week in the realm of all things business-to-business ... a time for celebration ... a time to rejoice in the good fortune of the resurgent sector ... a time to throw in the towel on Open Market?

Earlier in the year, bulletproof OMKT longs swarmed the message boards to cheer, hype, and giggle their way to some ridiculously gaudy gains; after all, getting sucked into the euphoria of a 500 percent surge is only natural.
But two consecutive earnings warning and a 90 percent nosedive later, the one-time hot bed of gettin’-rich-and-lovin’-every-minute-of-it message board buzz turned decidedly somber.

The OMKT chatter lost much of its steam across most of the Web, but the Yahoo boards managed to keep piling up the posts.



Joe2Evi set the tone: “What can we say to each other for believing in this company? We were wrong expecting continuing revenue increase at a pace estimated by analysts. Well, analysts are expected to have all the tools and insight, turns out they didn’t. One has to leave it up to the company to keep earnings and expenses in balance; OMKT management hasn’t done that. We know OMKT has excellent technology, an impressive customer base and should benefit from the current strong e-commerce trend. What really makes me sad is the fact that the old-timers who had the vision that e-commerce apps will some day transform the way we do business were so right about this and yet never really benefited as shareholders of OMKT.”

While that was just an excerpt from a lengthy post, the overwhelming landslide of negativity came in the form of short, jab-like prods like this from PauleyWalnuts: “The end of a long, hard road. The competition, like wolves, will smell the blood and tear this company apart. Customers will not buy from a company that may not be around in a year or two -- that is FACT. This was the death blow to OMKT.”

And my personal favorite nose-thumbing came from MisterDinky: “Management couldn’t pour water out of a boot with directions on the heel!”

Sure, a 30 percent buzz cut doesn’t usually bring out a bullish parade of posters, but there were some dedicated Open Market backers who felt compelled to spell out what remained of the bright side.

AJSTrader kept his eye on the horizon: “Java and XML are the future of content management. That means that unless Vignette`s StoryServer is successful in their late-game conversion to Java (which is currently half-assed at best), Open Market will have a lot of room to grow into StoryServer`s market share. Read the announcement carefully. What Ron (CEO) says is that the content management side of things is taking off, while the e-commerce sales and support is flagging. This means that (if they have any clue) they`ll be pushing hard on the content management side, and you should see their market share grow by leaps and bounds in the next few months. From everything that I hear, they have a solid product. The high-end UNIX market needs a clear content management leader so that companies like Akamai (AKAM: news, msgs) and Mirror Image can start incorporating that technology for edge-serving. When that happens, this market is going to explode.”

But each and every hopeful post was met with a retort from a bruised and battered veteran, like Albybxny, who was reeling from the hit: “Did I misjudge these past two quarters? Yes and it gives me little comfort that so many others did too. There are no excuses. Hopefully Ron Matros will provide direct information -- direction and not excuses at the CC. Disappointed is not the proper word to express my bitter feelings about the pre-warning ... Although there are some positive points mentioned by a few posters I can no longer rubber stamp or join in with approval ... I got zapped and zapped hard but have no one to blame but myself.”

No doubt about it, times have gotten extremely trying for the long-term Open Market faithful. And as if things weren’t bad enough already, the profit-warning knife was twisted by the fact that seemingly every other technology company trading in the equity market fired on all cylinders.

Can Open Market (OMKT: news, msgs) turn things around? It certainly isn’t out of the question -- this kind of volatility is nothing new to shareholders -- but judging from pervasive message board sentiment, don’t expect any overnight miracles.


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Shawn Langlois is community editor for CBS.MarketWatch.com.

Source: http://cbs.marketwatch.com/archive/20000713/news/current/All…

-megasolar