der weg ist frei - Branchenrotation - 500 Beiträge pro Seite

[übermorgen]

der weg ist frei. ich stell hier mal die frage zur diskussion, welche branchen als nächstes ganz besonders "sexy" werden. zur zeit läuft ja wohl nur logistik und einige biotechs gut.

laßts mal hören, mädels und jungs. aber bitte ernsthaft und ohne einzel-push.

[momi]

Stichwort:"Nanotechnologie"
::

[momi]

Bei Nanotechno wittere ich Blut!!!
Mach mich derzeit schlau!!!::

[Romus1]

Medien!!!!!!!!!!!!!!!!!Medien!!!!!!!!!!

[mimi62]

Hallo.
ASC 873083 sehr Sexy. Meine Meinung
mimi62

[übermorgen]

ich finde eure begründungen und meinungen etwas zu ausführlich ! haltet auch kürzer.

[momi]

Findest du?

[übermorgen]

@momi: ebba ned. im ernst: ein paar gedanken dazu wären doch nicht schlecht. lass ma hörn.

[liquido]

jetzt sind die Internet-Aktien an der Reihe.

Schaut Euch mal die Langfristcharts an.

Einfach gruselig, aber Kostolany würden sie gefallen.

Gebt mir mal paar Tips für den neuen Markt !

Bedingung: Frische Ware, d.h. nicht älter als 4 Monate und noch nicht totgepuscht. Aktuelles KGV oder KUV vollkommen egal aber Fantasie, ja viel Fantasie ist gefragt !!!

$ $$ $$$ ...

[germanasti]

Alles was mit Internet zu tun hat!

Zuerst die geliebten und gut bewerteten Titel, anschliessend die weniger guten.

[jerrry]

hallo übermorgen!

Nach meinen Informationen werden grössere Käufe in nächster

Zeit in der Bio-Branche getätigt. Aber nicht bei den allseits

bekannten Grossfirmen sondern bei ausgelesenen kleinen

Bio-Firmen die demnächst grössere Kurssteigerungen bringen

könnten. Auffällig ziehen die Kurse schon stark an bei folgenden

Bio-firmen. Hemosol - Sepracor - Sciclone (weitere Info im

wo-bord oder www.aktiencheck.de )

Wer weitere Beispiele kennt, möge sie doch bitte hier herein-

stellen. Ich meine hier lässt sich in den nächsten Monaten

einiges verdienen, wenn man die richtige Auswahl trifft.

Viel Spass bei den Recherchen.

PS. Sepracor ist übrigens ein Tip eines freien Beraters für

Banken und Fondsaufleger. Heute um ca 9% gestiegen

Ich selbst bin da noch nicht investiert!
(Tip stammt vom Sonntag)

[übermorgen]

schönen gruß an bernd aus k.; scheinst ihn ja besser zu kennen.

[titian]

mein fragesteller, die frage muß lauten: ist im zeitalter der nuevo-renaissance,
genannt eCommerce, der kurzfristige dämpfer, wie ca seit erfindung der
eMail 1992 7x stattgefunden, vorbei?

ja fragesteller, er ist, mit erheblich verbesserten anlagebedingungen?

[titian]

für dich exclusiv, die epische variante:


Cyclone

Gone are the days of amblin gaits. Even fast-paced gallops
may be passe. Turn yourself into a whirlwind to ride the
roller coaster of e-economy.

Shyam Malhotra

Saturday, July 15, 2000

Cyclones start as little fluffy dogs chasing their own tails.
They end up as massive gusts of wind and a deluge of water.
They grow at a ferocious rate fuelled by the very water and
wind, that just a few hours before were calm and
contended. They change directions frequently and
gather power continuously.They change the existing
paths and where none exist create their own. You cannot
predict where they will end, or, when. What you can predict is
that they will change your life.They have a way of doing so.

Cyclone ‘e’ is similar—with some differences. It built up
over the past few years and may last a few more years.
And it is not just a destroyer but also a creator. Ironically,
unlike other cyclones, it will destroy those who stand by
the side waiting for it to pass, and will create those who care
to join it. Once its impact is fully felt the world of business
will not be the same. It will not only create ebusinesses, it
will also create an e-world. And this is not media hype. It
is plain reality.

While IT will help make this e-revolution happen, it will also
be severely impacted by it. What will be some of the key
trends?

Hardware is already a commodity. It will become
even more so. Power in terms of speed and storage will
increase rapidly, so that the speed and space guzzling
applications can multiply. But the chip will cease to be the
centerpiece of attraction that it was. For almost a decade and
a half the computer moved inwards. That journey will
continue but will cease to be the major determinant or
measure of technological advancement. A reverse
journey that has started during the last couple of years will
gain momentum. This journey outwards is the journey to
weld computers across the world into one. The key
players will be those who do innovations to make this
happen—the type of people who once created hyperlinks
and those who are now creating the Napsters. The
people who will create equipment or software and
services for making the network efficient. Those who
will be able to connect the knowledge and information
banks into real practical applications. And as
bandwidth increases and connectivity becomes efficient,
their prices will follow the path that hardware followed in the
last decade of the twentieth century.

Software innovation will move from the office to homes and
other segments of society, from business to
entertainment applications, from productivity to leisure
products and services. Innovations in these areas will
be the drivers of the future. Windows is no more
fashionable. Music downloads are. In the last decade the
growth of computing was dominated by the growth of
corporate applications. In the next it will be dominated by
the growth of applications for all other areas of society.

Software companies will reposition themselves as
e-enablement companies.They will supply the tools to
tackle this gold rush. They have started with creating
brochure-ware for websites version 0.0. These will have no
major use and will therefore move quickly to higher
versions, which will actually offer better values and newer
services to customers. Backward integration into
existing or new databases, which makes commerce a
reality, will form the major services.

Dotcoms will spring up—if they have not already done
so—for virtually everything that one can imagine. But these
are still the early pioneers for whom gold lies under every
bush, in every rock, in all streams—everywhere they
dig. Only some of them strike gold. And since optimism and
risk taking are the characteristics of the young,
these will continue to drive the dotcoms. The brick and mortar
companies will scramble to keep pace but will be equally
loathe to leave their secure servers. So many of them will
be left behind panting. Will they first fund and then buy
over those who strike the gold?

And who will strike the gold? Probably those who make the
business happen, on or through their sites. Here the
standard products will be the first ones to be sold on the
net. These are where customers know for what they
want—they are just looking for the right prices, airline tickets,
hotel rooms, household items, standard spares and
everything else that is easy to select and order. Within
these, the available choices will multiply by exponential
factors because technology will make it possible to select
quickly from a multitude of options. And as the options
increase, margins will be squeezed—only the volume
players will survive. Others will have to be more creative to
survive and grow.

Therefore, the rules of the game are:

Join it. Don’t fight it.

Let the momentum carry you forward.

Cyclones do not give you the choice to say, "I will not participate."

Cyclones give new paths.

Overhaul your business.

Dump extra baggage. This does not mean your people. This
means your thoughts about the way businesses work.
If you don’t, your people will dump you anyway.

And finally, forget all these and make new rules.

These may all be
wrong.

Shyam Malhotra
Editor-in-Chief
Cyber Media

[übermorgen]

wo gibts den schnaps zu kaufa ?

[HL72]

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