Was ist mit Proxicom ??????? - 500 Beiträge pro Seite
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Meistdiskutierte Wertpapiere
Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
---|---|---|---|---|---|---|---|
1. | 1. | 18.001,60 | +0,59 | 240 | |||
2. | 2. | 168,20 | +0,08 | 87 | |||
3. | 3. | 9,7000 | +12,27 | 75 | |||
4. | 14. | 6,1400 | -1,35 | 69 | |||
5. | 11. | 0,1865 | 0,00 | 52 | |||
6. | 7. | 0,8750 | -12,50 | 47 | |||
7. | 12. | 0,1561 | +2,97 | 38 | |||
8. | 6. | 2.302,50 | 0,00 | 36 |
Weis jemand, was mit Proxicom los ist? Die fallen ja ins Bodenlose. Wo kann ich etwas nachlesen ?
Rookie
Rookie
Moin!
Der Chart sieht ja Grausam aus -hier ein Grund fur den Absturz:
Analyst: CYSV weighs on PXCM
--12:17 pm - By Michael Baron
Bear Stearns managing director Andrew Steinerman attributed the heavy selling in Proxicom (PXCM: news, msgs) Thursday
to sympathy with the problems of Cysive (CYSV: news, msgs), which disclosed its results will be hurt by the termination of a
contract with a client that failed to pay its bills [see 9: 40 am item]. "Cysive is the first company to disappoint in this relatively
new sector (e-business consulting)," said Steinerman. "The difference between the two companies is the majority of
Proxicom`s clients are blue-chip companies." Steinerman also said some of the early selling may have been related to
rumors that Merrill Lynch was getting tough with the company but he discounted these rumblings. "The majority of the work
they are doing with Merrill Lynch was completed last quarter so I wouldn`t be much stock in that," he said. As for Proxicom`s
prospects going forward, Steinerman remains bullish. "At these levels, the valuation looks good, especially for the long-term,"
he said. "Proxicom is one of the more battle-tested companies in the group, with little dot-com exposure and manageable
turnover rates." Bear Stearns has an "attractive" rating on Proxicom, its second highest recommendation. Proxicom, which is
off 3 5/8, or 12.1 percent, to 26 1/4, wasn`t immediately available for comment. The shares sank as low as 22 3/8 earlier in
the session.
Der Chart sieht ja Grausam aus -hier ein Grund fur den Absturz:
Analyst: CYSV weighs on PXCM
--12:17 pm - By Michael Baron
Bear Stearns managing director Andrew Steinerman attributed the heavy selling in Proxicom (PXCM: news, msgs) Thursday
to sympathy with the problems of Cysive (CYSV: news, msgs), which disclosed its results will be hurt by the termination of a
contract with a client that failed to pay its bills [see 9: 40 am item]. "Cysive is the first company to disappoint in this relatively
new sector (e-business consulting)," said Steinerman. "The difference between the two companies is the majority of
Proxicom`s clients are blue-chip companies." Steinerman also said some of the early selling may have been related to
rumors that Merrill Lynch was getting tough with the company but he discounted these rumblings. "The majority of the work
they are doing with Merrill Lynch was completed last quarter so I wouldn`t be much stock in that," he said. As for Proxicom`s
prospects going forward, Steinerman remains bullish. "At these levels, the valuation looks good, especially for the long-term,"
he said. "Proxicom is one of the more battle-tested companies in the group, with little dot-com exposure and manageable
turnover rates." Bear Stearns has an "attractive" rating on Proxicom, its second highest recommendation. Proxicom, which is
off 3 5/8, or 12.1 percent, to 26 1/4, wasn`t immediately available for comment. The shares sank as low as 22 3/8 earlier in
the session.
hallo
die ganze branche ist unter druck (von den kursen her)
scient, viant, razorfish, ixl, apnet alle unter beschuss.
im moment sind die internetplayer halt mal wieder
bei B2B angelangt und zocken da herum, so ist das bei
den internet werten, du weisst eigentlich nie wo du
dran bist. irgendwann bist du auch wieder dran.
die ganze branche ist unter druck (von den kursen her)
scient, viant, razorfish, ixl, apnet alle unter beschuss.
im moment sind die internetplayer halt mal wieder
bei B2B angelangt und zocken da herum, so ist das bei
den internet werten, du weisst eigentlich nie wo du
dran bist. irgendwann bist du auch wieder dran.
das nennt man Sektor-rotation ,ein Fest für antizyklische Investoren sich die Perlen rauszupicken wenn der gesammte Sektor out ist.
Allerdings "never catch a falling knife"!!!So läuft das Spiel, mal ist es die Halbleiterbranche,Öl,Stahl oder was auch immer.Hinzu kommen hauseigene Probleme(RAZF,CYSV..)die den gesmten Sektor mitbeeinflussen,dot-coms die ihre Rechnungen evtl.nicht bezahlen können,Personalprobleme bei einigen und zuguterletzt downgrades von den Analysten("the Trend is your friend").Fakt ist das die Firmen weiterhin in`s Netz stömen werden(müssen),das Wachstum wird noch für Jahre gegeben sein ,allerdings wird es Veränderungen geben. Fusionen ,Übernahmen und evtl.Pleiten werden wir demnächst wohl öfter
sehen in diesem Sector(der Konkurenzkampf wird härter).
die Zauberworte sind
-Profitabilität,Cash,Internationalisierung,breiter Service,Mitarbeiter,und breite Kundenbasis
alles IMHO
steve
hallo steve
du machst mir das leben schwierig, bei welchem wert soll
ich nun den zug nicht verpassen?
cape diem
du machst mir das leben schwierig, bei welchem wert soll
ich nun den zug nicht verpassen?
cape diem
hahahahaha ,hab ich jemanden verwirrt?
die Perlen!!!!(Profitabilität,Cash.....)und danach kannst du noch nach Bewertungsvergleichen selektieren(P/E/G , P/S/G...).
für PXCM hab ich noch einen älteren Analystenreport von E*Offering.
vom 3.8.00`,N.A.Walrond,PXCM:US$ 40,37,-Strong Buy
______________________________________________________________________
Investment Thesis
Proxicom has extensive experience in providing Internet solutions. Founded 1991, Proxicom has competed as
a pure-play Internet solutions consulting company since 1994. The company has completed over 900
engagements, and therefore has one of the Internet solutions industry’s most extensive track records.
Proxicom consultants have substantial technology expertise. Proxicom technologists have very deep
architecture, engineering, and integration skills, which result in robust, scalable, flexible solutions. The
company’s technology skills differentiate the quality of the solutions that it provides. The rigor of its technology
solutions distinguishes Proxicom from many of its competitors.
Proxicom is leveraging its technology expertise to deliver innovative services. The company is very focused
on exploring cutting-edge solutions based on new, multichannel technologies, such as applications delivered on
wireless and interactive television platforms.
Proxicom is growing from a solid cultural foundation. We believe that a cohesive culture is imperative to
attracting and retaining talented consultants, which in turn supports the quality of engagement delivery and client
satisfaction. Through programs such as Proxicom University and Proxicom Bootcamp, the company is further
able to create and sustain a common culture.
Proxicom follows a rigorous engagement approach. The Proxicom Process is the means by which the company
delivers solutions of consistently high quality. The Process involves multidisciplinary teams, which work closely
in an iterative process to ensure that the scope, focus, and direction of engagements stay on track.
Proxicom has developed the means to cultivate, aggregate, and internally disseminate its intellectual
capital. Proxicom’s vast experience in providing e-solutions has created a wealth of knowledge. Its intellectual
capital is housed on and leveraged from the company’s knowledge management system, titled Digital Network of
Assets (DNA).
Proxicom could benefit from engagement opportunities abroad. The company has begun to accelerate the
pace at which it penetrates the foreign markets. Over the course of the next several years, we expect to see this
trend continue.
Proxicom’s management team is sound. We believe that the substantial breadth and depth of experience and
skills held by the members of the leadership team could position the company to respond more quickly to industry
dynamics.
Proxicom’s growth strategy is multidimensional. The company’s strategy for growth includes:
The expansion of industry presence through organic growth and strategic acquisitions
The deepening of relationships by extending the existing suite of solutions and by developing new solutions
Leveraging existing partnerships and client relationships to win new clients and opportunities
Financial Model and Analysis
Revenue assumptions. In our model, top line grows by 154% in 2000 and by almost 52% in 2001. Although these
metrics are very attractive, we believe that our assumptions for bill rates, utilization rates, and hiring levels are
conservative.
Profitability. As the market begins to hold new economy stocks to a higher fundamental standard, we believe that
profitability could become a greater priority for investors. Proxicom compares well to other industry competitors.
The company enjoyed revenue per billable headcount of about $266,000 and gross margins of 52.9% in the June
quarter of 2000. Cash net profitability during this quarter was 6.3%. We look for these levels to be sustained
between 6–7% going forward.
Working capital management. The primary focus of working capital management for Internet solutions
companies is DSO. Comprehensive DSO currently stands at 60 days, by our measure. We believe that this
number is appropriate and manageable. Unbilled services and deferred revenues remain very small relative to the
accounts-receivable balance. We believe that this is a reflection of vigilant project management as well as billing
and collection.
Balance sheet and cash flow statements. Proxicom’s balance sheet is pristine. The company has no financial debt.
During the first quarter of 2000, Proxicom was positive at the operating line on the cash flow statement for the
first time. We believe that this is a significant landmark, which the company should be able to sustain going
forward. Of course, occasionally working capital expenses could cause a dip in the operating line of the cash flow
statement, but, for the most part, we are comfortable with the company’s operating cash generation capabilities.
Valuation and Recommendation
We continue to believe that Proxicom competes well on our two broad criteria of success: quality of
execution and quality of solutions. As we have said, we believe that the ability to provide robust, cutting-edge,
scalable solutions is imperative to an Internet solutions consultancy’s ability to maintain its market position. This
quarter’s performance clearly shows the important strides Proxicom is making to enhance its technology service
offering.
Furthermore, we believe that Proxicom enjoys three lasting sources of value. As this dynamic industry begins
to consolidate, we believe that Proxicom’s robust technology architecture skills, strong back-end integration
skills, and rigorous project management capabilities position the company well in the dynamic Internet solutions
industry.
We are upgrading Proxicom to a STRONG BUY from a BUY rating. We reiterate our 12-month $60 price
target, derived from a conservative discounted free cash flow model. As the company’s strong financial
performance continues, we believe that our discounted free cash flow model could support an increase in the
target price. This target reflects a 12x EV to 2001 FYE revenue of $319.3 million, and offers 49% upside
potential from the current stock price.
immer diese Analysten das wäre mittlerweile ein Verlust von ca.50%.
PXCM hat eine PEG(price/earnings/growth)ratio von 1,631 für die folgenden 12Monate.(Theorie:alles über 1 signalisiert Überbewertung)
bis demnächst
steve
die Perlen!!!!(Profitabilität,Cash.....)und danach kannst du noch nach Bewertungsvergleichen selektieren(P/E/G , P/S/G...).
für PXCM hab ich noch einen älteren Analystenreport von E*Offering.
vom 3.8.00`,N.A.Walrond,PXCM:US$ 40,37,-Strong Buy
______________________________________________________________________
Investment Thesis
Proxicom has extensive experience in providing Internet solutions. Founded 1991, Proxicom has competed as
a pure-play Internet solutions consulting company since 1994. The company has completed over 900
engagements, and therefore has one of the Internet solutions industry’s most extensive track records.
Proxicom consultants have substantial technology expertise. Proxicom technologists have very deep
architecture, engineering, and integration skills, which result in robust, scalable, flexible solutions. The
company’s technology skills differentiate the quality of the solutions that it provides. The rigor of its technology
solutions distinguishes Proxicom from many of its competitors.
Proxicom is leveraging its technology expertise to deliver innovative services. The company is very focused
on exploring cutting-edge solutions based on new, multichannel technologies, such as applications delivered on
wireless and interactive television platforms.
Proxicom is growing from a solid cultural foundation. We believe that a cohesive culture is imperative to
attracting and retaining talented consultants, which in turn supports the quality of engagement delivery and client
satisfaction. Through programs such as Proxicom University and Proxicom Bootcamp, the company is further
able to create and sustain a common culture.
Proxicom follows a rigorous engagement approach. The Proxicom Process is the means by which the company
delivers solutions of consistently high quality. The Process involves multidisciplinary teams, which work closely
in an iterative process to ensure that the scope, focus, and direction of engagements stay on track.
Proxicom has developed the means to cultivate, aggregate, and internally disseminate its intellectual
capital. Proxicom’s vast experience in providing e-solutions has created a wealth of knowledge. Its intellectual
capital is housed on and leveraged from the company’s knowledge management system, titled Digital Network of
Assets (DNA).
Proxicom could benefit from engagement opportunities abroad. The company has begun to accelerate the
pace at which it penetrates the foreign markets. Over the course of the next several years, we expect to see this
trend continue.
Proxicom’s management team is sound. We believe that the substantial breadth and depth of experience and
skills held by the members of the leadership team could position the company to respond more quickly to industry
dynamics.
Proxicom’s growth strategy is multidimensional. The company’s strategy for growth includes:
The expansion of industry presence through organic growth and strategic acquisitions
The deepening of relationships by extending the existing suite of solutions and by developing new solutions
Leveraging existing partnerships and client relationships to win new clients and opportunities
Financial Model and Analysis
Revenue assumptions. In our model, top line grows by 154% in 2000 and by almost 52% in 2001. Although these
metrics are very attractive, we believe that our assumptions for bill rates, utilization rates, and hiring levels are
conservative.
Profitability. As the market begins to hold new economy stocks to a higher fundamental standard, we believe that
profitability could become a greater priority for investors. Proxicom compares well to other industry competitors.
The company enjoyed revenue per billable headcount of about $266,000 and gross margins of 52.9% in the June
quarter of 2000. Cash net profitability during this quarter was 6.3%. We look for these levels to be sustained
between 6–7% going forward.
Working capital management. The primary focus of working capital management for Internet solutions
companies is DSO. Comprehensive DSO currently stands at 60 days, by our measure. We believe that this
number is appropriate and manageable. Unbilled services and deferred revenues remain very small relative to the
accounts-receivable balance. We believe that this is a reflection of vigilant project management as well as billing
and collection.
Balance sheet and cash flow statements. Proxicom’s balance sheet is pristine. The company has no financial debt.
During the first quarter of 2000, Proxicom was positive at the operating line on the cash flow statement for the
first time. We believe that this is a significant landmark, which the company should be able to sustain going
forward. Of course, occasionally working capital expenses could cause a dip in the operating line of the cash flow
statement, but, for the most part, we are comfortable with the company’s operating cash generation capabilities.
Valuation and Recommendation
We continue to believe that Proxicom competes well on our two broad criteria of success: quality of
execution and quality of solutions. As we have said, we believe that the ability to provide robust, cutting-edge,
scalable solutions is imperative to an Internet solutions consultancy’s ability to maintain its market position. This
quarter’s performance clearly shows the important strides Proxicom is making to enhance its technology service
offering.
Furthermore, we believe that Proxicom enjoys three lasting sources of value. As this dynamic industry begins
to consolidate, we believe that Proxicom’s robust technology architecture skills, strong back-end integration
skills, and rigorous project management capabilities position the company well in the dynamic Internet solutions
industry.
We are upgrading Proxicom to a STRONG BUY from a BUY rating. We reiterate our 12-month $60 price
target, derived from a conservative discounted free cash flow model. As the company’s strong financial
performance continues, we believe that our discounted free cash flow model could support an increase in the
target price. This target reflects a 12x EV to 2001 FYE revenue of $319.3 million, and offers 49% upside
potential from the current stock price.
immer diese Analysten das wäre mittlerweile ein Verlust von ca.50%.
PXCM hat eine PEG(price/earnings/growth)ratio von 1,631 für die folgenden 12Monate.(Theorie:alles über 1 signalisiert Überbewertung)
bis demnächst
steve
lass mich bloss mit anal ysten in ruh. ich kenn einen
der blood get, das sagt doch alles.
der blood get, das sagt doch alles.
perlenfischen
laut bill gates (und nach dem geht alles) encarta
gibts perlen im arabischen golf und im indischen
ocean, deine graphischen firmen liegen aber in boston, frisco,
virginia, und xpedior (mein gott mit denen habe ich mal 5.000$
verloren) die liegen in chicago. (kein wunder das ich das geld
verloren habe, das einzig gute an chicago war der schwarze blues.
), und was soll ich mit P/E/G P/S/G, nächstens sagts du zu mir
aber schau mal die EBDTA an.
ich trade nun viant - v wie Viel Value.
gruß und danke für die vielen charts auf einmal
laut bill gates (und nach dem geht alles) encarta
gibts perlen im arabischen golf und im indischen
ocean, deine graphischen firmen liegen aber in boston, frisco,
virginia, und xpedior (mein gott mit denen habe ich mal 5.000$
verloren) die liegen in chicago. (kein wunder das ich das geld
verloren habe, das einzig gute an chicago war der schwarze blues.
), und was soll ich mit P/E/G P/S/G, nächstens sagts du zu mir
aber schau mal die EBDTA an.
ich trade nun viant - v wie Viel Value.
gruß und danke für die vielen charts auf einmal
Hi,dosto(jewski).
"never catch a falling knife" ,vian after hour $9,8.(Gewinnwarnung).
Nicht besser sieht es bei vielen anderen aus.
Hier ein artikel dazu:
Net consultancies feeling heat of looming shakeout
Technology consulting companies are having a difficult time finding qualified employees because of the tight job market. Foreign
consultancies are starting to snap up lucrative international projects. Accounting giants are forming their own e-commerce consulting
divisions, offering clients more established brand identity.
More ominously: A wave of consolidation is thinning the industry`s ranks. Only a year after many Internet consulting companies
became Wall Street darlings with unprecedented stock valuations, shares have taken a drubbing as investors try to figure out which
ones will survive the shakeout.
Investor pessimism seems to have reached a peak this week, as several large brokerage houses downgraded their outlooks for
Internet consulting companies.
"This is a direct result of the fallout of the Internet and people coming to their senses," Sturtz said. "The industry is going through a
transition. They have to sell and win business rather than having it thrown at them."
But unlike the massive changes rippling through the e-commerce world, particularly the business-to-consumer niche, consulting
companies will not likely go bust overnight. Experts predict the larger companies will acquire smaller ones, and even some of the
struggling companies may stay afloat as demand for their services continues to grow.
"The consolidation we`ll see in this market won`t be the type where the power will be in the hands of three or four major players," said
Christine Ferrusi-Ross, an analyst at Forrester Research. "It won`t be that drastic."
Dot-closures
"We`re at the beginning phases of consolidation," said Dirk Godsey, a financial analyst at Chase Hambrecht & Quist. "We had too
many companies enter the (Net consulting) sector too fast."
Godsey, who follows several Net consultancies including Scient and MarchFirst, said the trimming is partly fueled by confusion
among investors. Investors are having a tougher time distinguishing competitors in the "me-too" consulting segment, he said.
http://news.cnet.com/news/0-1007-202-2662623.html
für langfristige Anlagen lieber einen Boden abwarten,zum traden hervorragend geeignet.
bis demnächst
steve
"never catch a falling knife" ,vian after hour $9,8.(Gewinnwarnung).
Nicht besser sieht es bei vielen anderen aus.
Hier ein artikel dazu:
Net consultancies feeling heat of looming shakeout
Technology consulting companies are having a difficult time finding qualified employees because of the tight job market. Foreign
consultancies are starting to snap up lucrative international projects. Accounting giants are forming their own e-commerce consulting
divisions, offering clients more established brand identity.
More ominously: A wave of consolidation is thinning the industry`s ranks. Only a year after many Internet consulting companies
became Wall Street darlings with unprecedented stock valuations, shares have taken a drubbing as investors try to figure out which
ones will survive the shakeout.
Investor pessimism seems to have reached a peak this week, as several large brokerage houses downgraded their outlooks for
Internet consulting companies.
"This is a direct result of the fallout of the Internet and people coming to their senses," Sturtz said. "The industry is going through a
transition. They have to sell and win business rather than having it thrown at them."
But unlike the massive changes rippling through the e-commerce world, particularly the business-to-consumer niche, consulting
companies will not likely go bust overnight. Experts predict the larger companies will acquire smaller ones, and even some of the
struggling companies may stay afloat as demand for their services continues to grow.
"The consolidation we`ll see in this market won`t be the type where the power will be in the hands of three or four major players," said
Christine Ferrusi-Ross, an analyst at Forrester Research. "It won`t be that drastic."
Dot-closures
"We`re at the beginning phases of consolidation," said Dirk Godsey, a financial analyst at Chase Hambrecht & Quist. "We had too
many companies enter the (Net consulting) sector too fast."
Godsey, who follows several Net consultancies including Scient and MarchFirst, said the trimming is partly fueled by confusion
among investors. Investors are having a tougher time distinguishing competitors in the "me-too" consulting segment, he said.
http://news.cnet.com/news/0-1007-202-2662623.html
für langfristige Anlagen lieber einen Boden abwarten,zum traden hervorragend geeignet.
bis demnächst
steve
Denke die Branche hat das Vertrauen der Fonds zur Zeit verloren. Wenn dieses wiederkommt sind auch bei einigen Werten wie PXCM oder RRRR sehr gute Steigerungen möglich. PXCM auf diesem Level einfach genial, denn die haben nichts mit kleinen dotcoms zu tun, sondern eher mit Fortune100 Companys und da glaube ich nicht so ganz an Zahlungsausfall.
Grüsse
Offi
Grüsse
Offi
web 2000
danke für den tip, will auch meine hände schonen,
habe da eine schöne gibson in der ecke stehen, dazu
brauchst du 2 flinke hände. also warten wir bis die
aktien penny stocks werden und in den pink sheeds
verschwinden.
nochmals dank für deine arbeit.
danke für den tip, will auch meine hände schonen,
habe da eine schöne gibson in der ecke stehen, dazu
brauchst du 2 flinke hände. also warten wir bis die
aktien penny stocks werden und in den pink sheeds
verschwinden.
nochmals dank für deine arbeit.
08-15-00 HOENIGMAN VINCENT
Unknown Planned Sale 150,000 5,400,000
08-09-00 CAPUANO CHRISTOPHER
Officer Sale 20,000 945,000
08-09-00 CLARK LARRY D
Chief Operating Officer Sale 78,072 2,898,423
08-09-00 CLARK LARRY D
Chief Operating Officer Sale 70,000 3,307,500
08-09-00 FERNANDEZ RAUL J
CEO Sale 300,000 14,175,000
08-09-00 TARPEY KENNETH J
CFO Sale 35,000 1,653,750
08-09-00 WAGNER BRENDA W
Officer/Director Sale 250,000 11,812,500
08-08-00 GAP COINVESTMENT PARTNERS II L P
Affiliated Person Planned Sale 96,485 3,811,158
08-08-00 GAP COINVESTMENT PARTNERS L P
Affiliated Person Planned Sale 71,277 2,815,442
08-08-00 GENERAL ATLANTIC PARTNERS 34 L P
Affiliated Person Planned Sale 403,659 15,944,531
08-08-00 GENERAL ATLANTIC PARTNERS 52 L P
Affiliated Person Planned Sale 428,579 16,928,871
07-24-00 GOLDEN GATE UNIVERSITY
Unknown Planned Sale 5,319 233,454
07-21-00 CAPUANO CHRISTOPHER
Other Executive Planned Sale 20,000 945,000
07-21-00 CLARK LARRY D
Officer Planned Sale 70,000 3,307,500
07-21-00 FERNANDEZ RAUL J
Officer/Director Planned Sale 300,000 14,175,000
07-21-00 MCDONALD SCOTT
Unknown Planned Sale 200,000 9,450,000
07-21-00 TARPEY KENNETH J
CFO Planned Sale 35,000 1,653,750
07-21-00 WAGNER BRENDA W
Director Planned Sale 250,000 11,812,500
07-19-00 SAN FRANCISCO FOUNDATION
Unknown Planned Sale 3,191 146,786
07-13-00 YUIN JENNIFER
Officer/Treasurer Planned Sale 4,600 255,012
Insider Activity data provided by Disclosure.
Ownership Overview
# of Shares %
Shares Outstanding 56,429,982 100.00
Closely Held 28,331,006 50.2
Float 28,098,976 49.8
Fund Ownership 8,464,497 15.0
Total # of Funds 95
Avg Star Rating 3.3
Unknown Planned Sale 150,000 5,400,000
08-09-00 CAPUANO CHRISTOPHER
Officer Sale 20,000 945,000
08-09-00 CLARK LARRY D
Chief Operating Officer Sale 78,072 2,898,423
08-09-00 CLARK LARRY D
Chief Operating Officer Sale 70,000 3,307,500
08-09-00 FERNANDEZ RAUL J
CEO Sale 300,000 14,175,000
08-09-00 TARPEY KENNETH J
CFO Sale 35,000 1,653,750
08-09-00 WAGNER BRENDA W
Officer/Director Sale 250,000 11,812,500
08-08-00 GAP COINVESTMENT PARTNERS II L P
Affiliated Person Planned Sale 96,485 3,811,158
08-08-00 GAP COINVESTMENT PARTNERS L P
Affiliated Person Planned Sale 71,277 2,815,442
08-08-00 GENERAL ATLANTIC PARTNERS 34 L P
Affiliated Person Planned Sale 403,659 15,944,531
08-08-00 GENERAL ATLANTIC PARTNERS 52 L P
Affiliated Person Planned Sale 428,579 16,928,871
07-24-00 GOLDEN GATE UNIVERSITY
Unknown Planned Sale 5,319 233,454
07-21-00 CAPUANO CHRISTOPHER
Other Executive Planned Sale 20,000 945,000
07-21-00 CLARK LARRY D
Officer Planned Sale 70,000 3,307,500
07-21-00 FERNANDEZ RAUL J
Officer/Director Planned Sale 300,000 14,175,000
07-21-00 MCDONALD SCOTT
Unknown Planned Sale 200,000 9,450,000
07-21-00 TARPEY KENNETH J
CFO Planned Sale 35,000 1,653,750
07-21-00 WAGNER BRENDA W
Director Planned Sale 250,000 11,812,500
07-19-00 SAN FRANCISCO FOUNDATION
Unknown Planned Sale 3,191 146,786
07-13-00 YUIN JENNIFER
Officer/Treasurer Planned Sale 4,600 255,012
Insider Activity data provided by Disclosure.
Ownership Overview
# of Shares %
Shares Outstanding 56,429,982 100.00
Closely Held 28,331,006 50.2
Float 28,098,976 49.8
Fund Ownership 8,464,497 15.0
Total # of Funds 95
Avg Star Rating 3.3
hallo
zur letzten post, das sind die insider verkäufe von
proxicom, ich weiss nicht wie ich den text dazusetzen
kann, war alles voll. also die jungs kassieren ab und
verzeihen sich wohl nach santa barbara, palm beach
oder sun city.
zur letzten post, das sind die insider verkäufe von
proxicom, ich weiss nicht wie ich den text dazusetzen
kann, war alles voll. also die jungs kassieren ab und
verzeihen sich wohl nach santa barbara, palm beach
oder sun city.
PROXICOM CUT TO `HOLD` FROM `LONG-TERM BUY` AT BB&T CAPITAL
etwas für analysten-fans
steve deine charts sind history. leider.
Quelle: CBS market-watch
etwas für analysten-fans
steve deine charts sind history. leider.
Quelle: CBS market-watch
Panik-selloff,
Das Problem an Viant`s Gewinnwarnung, war ein Satz:
"With the perceived threat from dot com companies reduced, many Global 2000 companies have slowed down their e-business initiatives and have taken the opportunity to step back and revisit their strategies."
die einzige Firma die sich bis jetzt dazu geäußert hat,das sie keine Probleme haben war INFT(übrigens auch aus Chicago).
ich glaube das sich nach so einem Panikausverkauf einige gute Trading-!!möglichkeiten ergeben.(MRCHz.B.steckt in einer konstanten 17,5-25,5$range, das sind immerhin ca.40%)
vian-37%,mrch-7%,sape-16%,iixl-11%,scnt-18%,pxcm-17%,...............
nice weekend
steve
Das Problem an Viant`s Gewinnwarnung, war ein Satz:
"With the perceived threat from dot com companies reduced, many Global 2000 companies have slowed down their e-business initiatives and have taken the opportunity to step back and revisit their strategies."
die einzige Firma die sich bis jetzt dazu geäußert hat,das sie keine Probleme haben war INFT(übrigens auch aus Chicago).
ich glaube das sich nach so einem Panikausverkauf einige gute Trading-!!möglichkeiten ergeben.(MRCHz.B.steckt in einer konstanten 17,5-25,5$range, das sind immerhin ca.40%)
vian-37%,mrch-7%,sape-16%,iixl-11%,scnt-18%,pxcm-17%,...............
nice weekend
steve
die nächste Gewinnwarnung:
ATLANTA, Sept. 1 /PRNewswire/ -- iXL (Nasdaq: IIXL) announced today that it expects revenue for the third quarter to be approximately 15% to 20% below the $119.2 million figure reported for the second quarter of 2000. In the third quarter of 1999, the company recorded revenue of $63.7 million. The company also anticipates recording a pro forma net loss for the third quarter ending September 30, 2000. iXL cited a slowdown in client purchasing of its general business strategy services and an increased sales cycle for its services targeted for the Global 1000.
http://www.cnetinvestor.com/newsitem-printer.asp?articleID=1…
IXL hat übrigens einen dot.com Anteil von ca.10% des Gesamtumsatz.
(after hour:$6,7 ,-30%am 1.09.)
wer Interesse hat ,hier gibt es einen Sektor-report zum herunterladen:
http://www.wrhambrecht.com/research/coverage/eservices/ir/ir…(PDF-file)
regards
steve
ATLANTA, Sept. 1 /PRNewswire/ -- iXL (Nasdaq: IIXL) announced today that it expects revenue for the third quarter to be approximately 15% to 20% below the $119.2 million figure reported for the second quarter of 2000. In the third quarter of 1999, the company recorded revenue of $63.7 million. The company also anticipates recording a pro forma net loss for the third quarter ending September 30, 2000. iXL cited a slowdown in client purchasing of its general business strategy services and an increased sales cycle for its services targeted for the Global 1000.
http://www.cnetinvestor.com/newsitem-printer.asp?articleID=1…
IXL hat übrigens einen dot.com Anteil von ca.10% des Gesamtumsatz.
(after hour:$6,7 ,-30%am 1.09.)
wer Interesse hat ,hier gibt es einen Sektor-report zum herunterladen:
http://www.wrhambrecht.com/research/coverage/eservices/ir/ir…(PDF-file)
regards
steve
Hallo,
ich denke auch, daß es nicht viele Zeitpunkte gibt, die einen Kauf eines so guten Wertes ermöglichen. Einem poster aus den Yahoo messages boards kann ich mich nur anschließen :
`.. The next earnings report from pxcm. plan on a double of your money by december from here. it`s not every day that you can buy a co of this caliber for so little.`
Mit freundlichen Grüßen, RG1
ich denke auch, daß es nicht viele Zeitpunkte gibt, die einen Kauf eines so guten Wertes ermöglichen. Einem poster aus den Yahoo messages boards kann ich mich nur anschließen :
`.. The next earnings report from pxcm. plan on a double of your money by december from here. it`s not every day that you can buy a co of this caliber for so little.`
Mit freundlichen Grüßen, RG1
danke web 2000 für die 33 seiten, würde mich mal zu
gegebener zeit mit dir über sapient unterhalten,
das war eine aktie die immer zu teuer für mich war,
jetzt aber erschwinglich ist.
random: wer hat diese zeilen geschrieben? ich will nicht
zu yahoo.
gegebener zeit mit dir über sapient unterhalten,
das war eine aktie die immer zu teuer für mich war,
jetzt aber erschwinglich ist.
random: wer hat diese zeilen geschrieben? ich will nicht
zu yahoo.
die 3.Gewinn/Umsatzwarnung
Xpedior Updates Third Quarter Revenue Expectations
CHICAGO--(BUSINESS WIRE)--Sept. 5, 2000--Xpedior Incorporated (NASDAQ:XPDR - news) announced today that it expects third quarter revenue to decline approximately 10% from the $62.9 million the company reported for the second quarter of 2000. Third quarter revenue is now expected to be approximately 65% greater than the $34.5 million in revenue recorded by Xpedior in the third quarter of 1999.
.....
"However, the pull back of spending by `dotcom` businesses has also led to some delays in decision making among our Global 2000 clients."
http://biz.yahoo.com/bw/000905/il_xpedior.html
Xpedior Updates Third Quarter Revenue Expectations
CHICAGO--(BUSINESS WIRE)--Sept. 5, 2000--Xpedior Incorporated (NASDAQ:XPDR - news) announced today that it expects third quarter revenue to decline approximately 10% from the $62.9 million the company reported for the second quarter of 2000. Third quarter revenue is now expected to be approximately 65% greater than the $34.5 million in revenue recorded by Xpedior in the third quarter of 1999.
.....
"However, the pull back of spending by `dotcom` businesses has also led to some delays in decision making among our Global 2000 clients."
http://biz.yahoo.com/bw/000905/il_xpedior.html
Und bei den Amis sind gerade zwei dicke 26000er Pakete für 19,56 über den Tisch gegangen - Schnäppchenpreis oder Ausverkauf??
Könnte ein Schnäppchenpreis gewesen sein, denn Proxicom konnte sich von seinen Tagestief bei unter 19$ lösen und schloss bei 19,625$. In dem Kurs dürften dann aber Gewinnwarnungen, abgelaufene Lock-up Fristen etc. drin sein. Charttechnisch schauts zwar schlecht aus, aber eventuell sehen wir bereits im Laufe d. Woche eine Gegenreaktion. Der sell off war m. M. nach viel zu heftig.
Aktuell wieder Kurse um die 21,5$ in den USA, das bedeutet immerhin 10% Kurssteigerung seit gestern Nacht. Mal sehen, wie sich die Umsätze im Verlauf des Abends noch entwickeln werden.
ich habe mir mal die analysten einschätzungen vor dem
abgang der einzelnen firmen rausgesucht, also:
PXCM : 8 strong buy
10 buy
XPDR: 2 strong buy
2 buy
VIAN: 8 strong buy
9 strong
SCNT: 5 strong buy
13 buy
4 hold
1 mod sell
quelle: Zacks
also wenn buy, verkaufen heisst ist alles in ordnung, außerdem
verspreche ich niemehr über unsere amateur-analysten an bord zu stöhnen, denn die halte ich mittlerweile für genau so gut
abgang der einzelnen firmen rausgesucht, also:
PXCM : 8 strong buy
10 buy
XPDR: 2 strong buy
2 buy
VIAN: 8 strong buy
9 strong
SCNT: 5 strong buy
13 buy
4 hold
1 mod sell
quelle: Zacks
also wenn buy, verkaufen heisst ist alles in ordnung, außerdem
verspreche ich niemehr über unsere amateur-analysten an bord zu stöhnen, denn die halte ich mittlerweile für genau so gut
"Aiming to extract itself from the recent slump in the Internet consulting sector, Proxicom today said it has landed a
multimillion-dollar contract from Toyota to help redesign and redevelop the Japanese automaker`s online marketplace.
Under the agreement, Proxicom is helping United States-based Toyota Motor Sales to expand features and options that customers
can use when shopping on Toyota`s site. Proxicom helps clients with projects ranging from the development of Web sites to the
formulation of Internet strategies.
The project, which began in the spring, is intended to help Toyota improve its online offering of products, improve the sales process
for the customer, and upgrade a wide range of services such as auto repair, financing and insurance.
The move comes at a time when a number of Proxicom`s rivals, including Viant, iXL Enterprises and Xpedior, have seen their stock
plummet because of anticipated shortfalls in quarterly earnings and growing disinterest from the investor community.....
http://news.cnet.com/news/0-1007-202-2708236.html
ob das als Entwarnung verstanden wird??
multimillion-dollar contract from Toyota to help redesign and redevelop the Japanese automaker`s online marketplace.
Under the agreement, Proxicom is helping United States-based Toyota Motor Sales to expand features and options that customers
can use when shopping on Toyota`s site. Proxicom helps clients with projects ranging from the development of Web sites to the
formulation of Internet strategies.
The project, which began in the spring, is intended to help Toyota improve its online offering of products, improve the sales process
for the customer, and upgrade a wide range of services such as auto repair, financing and insurance.
The move comes at a time when a number of Proxicom`s rivals, including Viant, iXL Enterprises and Xpedior, have seen their stock
plummet because of anticipated shortfalls in quarterly earnings and growing disinterest from the investor community.....
http://news.cnet.com/news/0-1007-202-2708236.html
ob das als Entwarnung verstanden wird??
web 2000
jetzt kann ich auch noch warten bis ich in ca 40-50 tagen die bilanz
zahlen sehen kann. ich werde so oder so bis october meine ami-
konten räumen. sprich cash macht fesh. ein paar $ rubbeln in euro kann kann nicht schaden, bei einsatz zwischen 1.45 - 1.75 dm.
jetzt kann ich auch noch warten bis ich in ca 40-50 tagen die bilanz
zahlen sehen kann. ich werde so oder so bis october meine ami-
konten räumen. sprich cash macht fesh. ein paar $ rubbeln in euro kann kann nicht schaden, bei einsatz zwischen 1.45 - 1.75 dm.
für den "Analystenfreund"dosto(jewski):
"Blodget ist einer der Analysten, die es
besonders leicht und gleichzeitig
besonders schwer haben: Sie geben
Urteile über Unternehmen ab, die
meist keine Gewinne erzielen und über
die es kaum greifbare Daten gibt.
Alles, was diese Internet-Experten wie
Sara Zeilstra von Warburg Dillon Read
oder Mary Meeker von Morgan Stanley
Dean Witter sagen, wird mit geradezu
religiös inspirierter Aufmerksamkeit
aufgenommen; die Bewertungen
jedoch mit Fakten zu belegen, ist
schwierig, weil es keine langen
historischen Zeitreihen gibt. Nur
deshalb, sagt der Historiker Blodget,
können Prognosen solch
überwältigende Folgen haben: "Die
Leute haben eben nichts Besseres,
wonach sie sich richten können." Mit
ihren Weissagungen verdienen
Top-Leute wie Blodget Jahresgehälter
in Millionenhöhe.....
Noch bei
Oppenheimer hat er einmal gescherzt:
"Manchmal ist es hilfreich, nicht zu
genau auf die Bewertung des
Unternehmens zu schauen. Einfach die
Augen schließen und sagen: ,Ich sehe
eine große Zukunft für diese Aktie....`"
(Quelle Tagesspiegel,Susanne Welsch)
also ich nehme immer meine Kristallkugel.
"Blodget ist einer der Analysten, die es
besonders leicht und gleichzeitig
besonders schwer haben: Sie geben
Urteile über Unternehmen ab, die
meist keine Gewinne erzielen und über
die es kaum greifbare Daten gibt.
Alles, was diese Internet-Experten wie
Sara Zeilstra von Warburg Dillon Read
oder Mary Meeker von Morgan Stanley
Dean Witter sagen, wird mit geradezu
religiös inspirierter Aufmerksamkeit
aufgenommen; die Bewertungen
jedoch mit Fakten zu belegen, ist
schwierig, weil es keine langen
historischen Zeitreihen gibt. Nur
deshalb, sagt der Historiker Blodget,
können Prognosen solch
überwältigende Folgen haben: "Die
Leute haben eben nichts Besseres,
wonach sie sich richten können." Mit
ihren Weissagungen verdienen
Top-Leute wie Blodget Jahresgehälter
in Millionenhöhe.....
Noch bei
Oppenheimer hat er einmal gescherzt:
"Manchmal ist es hilfreich, nicht zu
genau auf die Bewertung des
Unternehmens zu schauen. Einfach die
Augen schließen und sagen: ,Ich sehe
eine große Zukunft für diese Aktie....`"
(Quelle Tagesspiegel,Susanne Welsch)
also ich nehme immer meine Kristallkugel.
siehste aus berlin kommt dat ding, die waren schon immer
rebellisch, sach ick dooch, jetzt sind se ouch noch schlau
ach bin ik froh dass ick een berlineeer bin.
rebellisch, sach ick dooch, jetzt sind se ouch noch schlau
ach bin ik froh dass ick een berlineeer bin.
Proxicom geht an Compaq für 266 Mio.USD cash
Compaq Buys Net Consultancy Proxicom
By Lori Enos, www.EcommerceTimes.com
Taking a cue from rival IBM, Compaq (NYSE: CPQ - news)
announced late Thursday that it has reached an agreement to buy
Internet consultancy Proxicom (Nasdaq: PXCM - news) for US$266
million in cash.
The purchase pushes Compaq toward its
stated goal of increasing its consulting and
services business from 21 percent of its revenue to 30 percent.
Compaq also said that the acquisition was the first step towards
strengthening its professional services offerings and its ability to deliver
comprehensive services.
Once the deal is complete, Proxicom will be a wholly owned subsidiary of
Compaq and will be a division of Compaq`s Global Services unit.
Compaq`s purchase of Proxicom comes one week after IBM announced its purchase of Internet
consulting firm Mainspring for approximately $83 million in cash.
"The addition of Proxicom will strengthen Compaq`s value proposition to customers," Compaq
executive vice president Peter Blackmore said, "by supporting our already significant presence in
telecommunications and financial services markets, and extending our capabilities in markets including
retail, automotive, manufacturing, and media and entertainment."
Inside the Deal
Under the terms of the agreement, Compaq will pay $5.75 a share in cash for all of Reston,
Virginia-based Proxicom`s outstanding common stock. Proxicom`s stock closed Thursday at $4.33 a
share, but leaped to $5.66 a share in morning trading.
Any Proxicom shares not acquired by Compaq in the tender offer will be acquired in a second step
merger.
The companies said that the transaction had been approved by the board of directors of each
company, and that two of Proxicom`s largest shareholders -- Proxicom chairman and chief executive
officer Raul Fernandez and General Atlantic Partners -- have agreed to tender their shares into the
offer and "otherwise support the transaction."
Compaq said that the deal, which is expected to close toward the end of the second quarter, would be
neutral to earnings in the second half of 2001 and boost them in 2002.
Troubled Sector
Compaq`s acquisition of Proxicom comes at a time of turmoil in the Internet consulting sector that has
affected both large and small firms.
In March, Proxicom laid off 227 employees, or 19 percent of its workforce. As a result of the job
cuts, the company said it would take a restructuring charge of $32 million to $36 million.
Elsewhere, Chicago, Illinois-based Internet consulting firm MarchFirst declared bankruptcy in March.
Although MarchFirst initially filed for Chapter 11 protection, which would allow restructuring of the
company, a Delaware judge reportedly granted a motion Thursday to change the proceeding into a
Chapter 7 bankruptcy, or liquidation.
The change means that a trustee will be appointed to oversee the liquidation of MarchFirst`s assets.
The company has approximately 30 days to shut down.
KPMG Consulting and PricewaterhouseCoopers (PwC) have both announced job cuts as a result of
the dot-com downturn, with KPMG cutting up to 550 jobs and PWC laying off 750 to 1,000
workers.
Marchfirst,Xpedior und USinteractive sind bankrott,AppNet ging an CommerceOne und für Razorfish wird die Luft dünner.
Die Reihen lichten sich im einstigen Boom-sector.
regards
steve
Compaq Buys Net Consultancy Proxicom
By Lori Enos, www.EcommerceTimes.com
Taking a cue from rival IBM, Compaq (NYSE: CPQ - news)
announced late Thursday that it has reached an agreement to buy
Internet consultancy Proxicom (Nasdaq: PXCM - news) for US$266
million in cash.
The purchase pushes Compaq toward its
stated goal of increasing its consulting and
services business from 21 percent of its revenue to 30 percent.
Compaq also said that the acquisition was the first step towards
strengthening its professional services offerings and its ability to deliver
comprehensive services.
Once the deal is complete, Proxicom will be a wholly owned subsidiary of
Compaq and will be a division of Compaq`s Global Services unit.
Compaq`s purchase of Proxicom comes one week after IBM announced its purchase of Internet
consulting firm Mainspring for approximately $83 million in cash.
"The addition of Proxicom will strengthen Compaq`s value proposition to customers," Compaq
executive vice president Peter Blackmore said, "by supporting our already significant presence in
telecommunications and financial services markets, and extending our capabilities in markets including
retail, automotive, manufacturing, and media and entertainment."
Inside the Deal
Under the terms of the agreement, Compaq will pay $5.75 a share in cash for all of Reston,
Virginia-based Proxicom`s outstanding common stock. Proxicom`s stock closed Thursday at $4.33 a
share, but leaped to $5.66 a share in morning trading.
Any Proxicom shares not acquired by Compaq in the tender offer will be acquired in a second step
merger.
The companies said that the transaction had been approved by the board of directors of each
company, and that two of Proxicom`s largest shareholders -- Proxicom chairman and chief executive
officer Raul Fernandez and General Atlantic Partners -- have agreed to tender their shares into the
offer and "otherwise support the transaction."
Compaq said that the deal, which is expected to close toward the end of the second quarter, would be
neutral to earnings in the second half of 2001 and boost them in 2002.
Troubled Sector
Compaq`s acquisition of Proxicom comes at a time of turmoil in the Internet consulting sector that has
affected both large and small firms.
In March, Proxicom laid off 227 employees, or 19 percent of its workforce. As a result of the job
cuts, the company said it would take a restructuring charge of $32 million to $36 million.
Elsewhere, Chicago, Illinois-based Internet consulting firm MarchFirst declared bankruptcy in March.
Although MarchFirst initially filed for Chapter 11 protection, which would allow restructuring of the
company, a Delaware judge reportedly granted a motion Thursday to change the proceeding into a
Chapter 7 bankruptcy, or liquidation.
The change means that a trustee will be appointed to oversee the liquidation of MarchFirst`s assets.
The company has approximately 30 days to shut down.
KPMG Consulting and PricewaterhouseCoopers (PwC) have both announced job cuts as a result of
the dot-com downturn, with KPMG cutting up to 550 jobs and PWC laying off 750 to 1,000
workers.
Marchfirst,Xpedior und USinteractive sind bankrott,AppNet ging an CommerceOne und für Razorfish wird die Luft dünner.
Die Reihen lichten sich im einstigen Boom-sector.
regards
steve
HAllo!
Interessiert sich noch jemand für Proxicom? Der Laden geht jetzt an Didata für 7,5 USD pro Stk. Was tun?
Interessiert sich noch jemand für Proxicom? Der Laden geht jetzt an Didata für 7,5 USD pro Stk. Was tun?
Hi!!!
Interessiert sich denn niemand für proxicom??? Was für eine Strategie schlagtr Ihr vor und warum (Halten oder Verkaufen???)
Interessiert sich denn niemand für proxicom??? Was für eine Strategie schlagtr Ihr vor und warum (Halten oder Verkaufen???)
Was läuft da überhaupt?Ich habe ein Abfindungsangebot zu 6,51EUR bekommen,der Kurs liegt heute bei 8,40EUR.
Kennt sich jemand damit aus?Das Angebot ist ja nicht so toll,Ih will aber auch nicht ganz leer ausgehen.Ist die Aktie denn noch frei handelbar?
Kennt sich jemand damit aus?Das Angebot ist ja nicht so toll,Ih will aber auch nicht ganz leer ausgehen.Ist die Aktie denn noch frei handelbar?
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