Neoforma: Neue Analysten-Ratings - 500 Beiträge pro Seite

[ChampagnerManni]

zum wochendende neue analysten-ratings zu neoforma:

david risinger von merrill lynch: intermed. term accum.
josh fisher von wr hambrecht + co.: moderate buy

also auch bei amerikanische analysten kommt es langsam zu einem stimmungswandel.

neoforma: von 80 auf 1,50 - jetzt die 1000%-chance

[kade_I]

30.10.2000
Neoforma.com "Long-Term Attractiv"
Robertson Stephens


Laut der Analystin Sheryl Skolnick von Robertson Stephens senke nach dem
Quartalsbericht von Neoforma.com (WKN 931804) die Kaufempfehlung auf eine
Empfehlung für langfristige Investitionen.

Der Betrieb berichte von USD 2,33 Mio. Einkünften und einem Gewinn je Aktie
von USD –0,46 im dritten Quartal. Die Prognosen der Analysten von USD 2,25
Mio. Einkünfte und USD –0,60 Gewinn pro Aktie sein also leicht übertroffen
worden.

Da die Bereiche „Auction“ und „Plan“ keine robusten Ergebnisse gebracht hätten,
gehe man davon aus, dass Wachstumschancen bei den Einnahmen nur im
„Shop“-Bereich bestünden. Um im vierten Quartal den Richtwert von USD 1,4
Mio. zu erreichen, müssten ca. 30 Krankenhäuser die Dienste des
Unternehmens nutzen. Derzeit sein schon sechs fest angebunden, bei 54 laufe
dieser Vorgang noch, weitere sein eingetragen, aber es sei ungewiss, wie viel
jedes Krankenhaus bringen werde. Der aktuelle Implementierungsplan werde
jedoch nicht zu dem gewünschten Ergebnis führen.

Für das vierte Quartal senkte man die Einnahmenschätzung von USD 3,4 Mio.
auf USD 2,6 Mio. Für das Jahr 2001 rechne man nur noch mir USD 35,5 Mio.
statt wie vorher mit USD 45,6 Mio.

[TelebörseHasser]

Noch eine Einschhätzung von WRH + Co

neof: Q3 In-line with Estimates; CFO Steps Down; Maintain Market Neutral
Neoforma reported third quarter results in-line with estimates. Revenue was right on target with our estimate. Hospital demand is strong for Neoforma’s services; to date, 159 hospitals have signed up. Importantly, six hospitals have been implemented ahead of schedule. We maintain our Maintain Neutral rating.

[Rainolaus]

Latest News
--------------------------------------------------------------------------------
Neoforma and Medbuy, Canada`s Largest National GPO, to Offer Online Procurement Solution; Medbuy Selects Neoforma as its E-commerce Provider for Canadian Healthcare Market -- 5:59 AM EST


SAN JOSE, Calif. & LONDON, Ontario, Nov 6, 2000 (BW HealthWire) --
Neoforma.com, Inc. (Nasdaq: NEOF), a leading e-commerce medical marketplace
builder in the United States, and Medbuy Corp. today announced that they have
entered into a 10-year strategic relationship to jointly develop a comprehensive
Internet solution for the Canadian healthcare marketplace. The agreement names
Neoforma as Medbuy`s exclusive provider of Internet e-commerce solutions for the
procurement of products and services. Terms of the agreement were not disclosed.

Medbuy, Canada`s largest national medical group purchasing organization (GPO),
is owned by 14 leading Canadian healthcare institutions, with an additional five
Portfolio members, which collectively represent more than 170 facilities. Its
hospitals purchase more than $300 million U.S. ($450 million Canadian) of
hospital supplies annually.

Medbuy represents greater than 20 percent of the Canadian healthcare market,
measured in active beds for acute, pediatric and long-term care. Medbuy
currently negotiates contracts for medical supplies in four categories --
operating room, medical imaging, medical-surgical and pharmaceuticals.

Medbuy recently established a wholly owned subsidiary, Canadian Health
Marketplace Corporation (CHM), to serve Medbuy institutions and the rest of the
Canadian market. Together, CHM and Neoforma will develop a unique, custom,
online marketplace that is also known as Canadian Health Marketplace (CHM
Marketplace).

Neoforma will power the CHM Marketplace to offer a variety of Internet-based
services, including online product purchasing, online auctions of new and
refurbished medical products and online tracking of purchases and product usage.
CHM will enhance the value of procurement services for all Canadian buyers and
suppliers that participate in the new marketplace.

"We are proud to align with Medbuy to power the CHM Marketplace for the benefit
of the Canadian healthcare market," said Bob Zollars, chairman, president and
chief executive officer of Neoforma. "We are excited to now work with the
largest GPO in Canada along with the largest GPO in the United States."

Doug McVeigh, president of Medbuy, said, "With Neoforma`s technological
expertise in building healthcare marketplaces and their depth of industry
knowledge, we believe that CHM will quickly become the pre-eminent e-commerce
service provider for the Canadian healthcare market."

"We estimate that CHM will cut the current costs of medical sales and
distribution by six to 15 percent, saving healthcare professionals time, and
freeing up resources that can be used for other priorities, such as patient
care," McVeigh continued.

Neoforma`s solutions are built by healthcare and technology professionals, and
are based on a scalable, reliable technology platform and proven implementation
methodology. Medbuy is hosting demonstrations of Neoforma`s technology at its
booth during the annual meeting of the Ontario Hospital Association, taking
place this week in Toronto (Nov. 6-9).


About Neoforma.com Inc.

Neoforma.com, Inc. is a leading provider of business-to-business e-commerce
solutions to the global medical marketplace. Focused on transforming the
inefficient and highly fragmented healthcare supply chain, the company provides
online solutions that enable buyers to lower product-procurement costs, while
giving suppliers a new, highly efficient direct marketing channel. Neoforma is
building multiple custom marketplaces to meet the needs of leading healthcare
organizations. Neoforma`s comprehensive e-commerce solutions are focused on
improving the process of healthcare purchasing, from planning to procurement to
liquidation. For more information, visit the company`s web site at
www.neoforma.com.


About Medbuy Corp.

Medbuy Corp. is Canada`s largest national medical group purchasing organization,
owned by 14 of the country`s leading health care institutions. Medbuy contracts
for the purchase of medical supplies in four categories -- operating room,
medical imaging, medical surgical and pharmaceuticals. Medbuy has also developed
programs to strengthen the qualitative aspects of the GPO, delivering extensive
value added benefits in such areas as education, product standardization and
information sharing. For more information, visit www.medbuy.com.


About Canadian Health Marketplace Corporation

Canadian Health Marketplace Corporation was established by Medbuy Corporation to
provide a variety of Internet-based services to the Canadian health-care
marketplace. Services to be provided include product purchasing, requests for
proposal and quotations, auctions and information sharing. Medbuy`s extensive
expertise in the Canadian health-care marketplace assures CHM will become the
pre-eminent e-commerce provider. CHM will deliver its services at www.chmkt.com.

This news release contains forward-looking information within the meaning of
Section 27A of the Securities Act of 1933 and Section 21E of the Securities
Exchange Act of 1934 and is subject to the safe harbor created by those
sections. These forward-looking statements include statements related to the
anticipated benefits of Neoforma`s agreements with Medbuy and CHM. There are a
number of technological and business risks that could cause actual results to
differ materially from those anticipated by these forward-looking statements.
Those risks include the failure of buyers and suppliers to participate in the
CHM Marketplace and technology difficulties that may occur. These risks and
other risks are described in Neoforma.com`s periodic reports filed with the SEC
including its Form 10-K for the year ended Dec. 31, 1999, its Form 10-Q for the
quarter ended June 30, 2000 and its Proxy Statement, dated June 29, 2000,
relating to the VHA and UHC transactions. Neoforma.com assumes no obligation to
update the forward-looking information contained in this news release.

Note to Editors: Neoforma.com, Inc., and www.neoforma.com are trademarks of
Neoforma.com, Inc. Other Neoforma.com logos, product names, and service names
are also trademarks of Neoforma.com, Inc., which may be registered in other
countries. Other product and brand names are trademarks of their respective
owners.


CONTACT: Neoforma
Rebecca Oles, 408/468-4363 (media)
[e-mail]
Isabelle Trempe, 408/468-4240 (investors)
[e-mail]
or
Medbuy
Doug McVeigh, 519/681-4549
[e-mail]

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