WEB Agenturen Chrash!!!!!!!!!!! zukaufen, oder begraben - 500 Beiträge pro Seite

[ballard1]

was geht mit den ganzen Web Agenturen, erst mit Wahnsinnskurszielen versehen und jetz?
Sind die alle KOnkurs, oder was. Von einem Extrem ins Andere. Halten, oder zukaufen?
Wer verkauft eine Adera, Razorfish oder Icon M. für um die 2-3E. Wie seht Ihr die weiteren Aussichten?
Wahnsinn was da für ne Blase geplatzt ist.
Bitte um ernstgemeinte Postings, danke

[tockey]

Hallo ballard,
bei myResearch.de wird auf den Adera- und Icon- Fanseiten darüber diskutiert.
Vielleicht ist was interessantes für Dich dabei.

[bareda]

Blase war das nicht, da in Blase n u r Luft ist. Es waren meist lediglich zu hohe Erwartungen vorhanden. Bei den Neuen Markt - Werten immer noch. Die sind zum Teil jetzt so bewertet, wie die intern. auf ihren Höchstkursen.

Analysten drehen sich längst nach dem Wind.
UBS Warburg cuts E-services sector

By Carl Corry, CBS.MarketWatch.com
Last Update: 1:11 PM ET Dec 15, 2000

NEW YORK (CBS.MW) -- Shares of Internet services firms tumbled on Friday after a UBS Warburg analyst cut his revenue and earnings per share estimates on the sector by about 10 percent and said it`s likely that those who haven`t made fourth quarter warnings and staff cuts would fall in line soon.
The recent announcements come amid "a shift in demand that favors larger vendors, disappearing spending from dot-coms, and delays in IT spending due to year-end budget planning," said Internet services analyst Adam Frisch, who singled out Proxicom (PXCM: news, msgs) and Sapient (SAPE: news, msgs) as firms that would likely follow in the footsteps of peers such as MarchFirst (MRCH: news, msgs) and Scient (SCNT: news, msgs) .
In anticipation, Frisch cut his 12-month target prices, as well as his fourth-quarter and full-year 2001 revenue and cash EPS estimates on the firms.
"These cuts should not come as a surprise and it basically reflects our belief that no company is an island unto itself within an industry that is experiencing challenging times," Frisch told CBS.MarketWatch.com. "These cuts are financial projections that are more in line with our qualitative investment pieces on the sector."

Shares of Proxicom and Sapient both dropped to fresh 52-week lows on the news.
Proxicom shares, which hit a split adjusted high of $67.50 back in January, have been driven consistently lower since July. After falling to $4.06, the company`s stock was recently trading at $3.75, down 23 percent.
Sapient shares plunged 13.2 percent to $10.19, off 86.5 percent from its 52-week high of $75.56.
MarchFirst dropped 22 cents, or 11.5 percent, to $1.69. The entire sector`s stocks have been hit hard this year.
And while he does not believe there is near-term risk for Diamond Technology (DTPI: news, msgs) , Frisch lowered his 2002 estimates on the company "to being them more in line with recent industry developments." That was reflected in a lower 12-month price target for the company of $52, rather than the prior target of $63.
The company`s shares fell $2.06 to $21.63.
In 2001, Frisch added, "We think that if vendors want to be competitive, they will have to be either really big (1,500 billable heads doesn`t cut it, in our view) or highly specialized and recognized in the marketplace for niche expertise."