Vignette - der nächste Turnaroundkandidat - 500 Beiträge pro Seite

[Cbra]

Hallo!

Hier mein Tipp für die nächsten Wochen/Monate:

Vignette (WKN 919207/ VIGN)
Aktueller Kurs: 7,81 USD
Marktkapitalisierung: 1,8 Mrd. USD
EPS 2001: 0,09 USD
EPS 2002: 0,20 USD
Umsatz 2001: 500 Mio. USD
Umsatz 2002: 650 Mio. USD

Vignette (in Deutschland noch nahezu unbekannt) ist mittlerweile einer der Key-Player in Sachen Software für die Infrastruktur des Internet-Schwerpunktes B2B.

Kurzes Portrait:
Vignette (www.vignette.com)
hat mittlerweile ein weltweites Netz von Niederlassungen aufgebaut. Weiterhin kann man auf große Dienstleister und Beratungshäuser als Implementierungspartner zurückgreifen. Beispielsweise werden mehr als 500 Berater des Consulting-Riesen Andersen für Vignette-Produkte geschult. Zur Umsetzung der Strategie gehören auch Akquisitionen, die bisher insbesondere der Ergänzung der technologischen Basis gedient haben. Zu nennen wären hier die Übernahmen von Diffusion (Unified Messaging-Lösungen) im Mai 1999, DataSage (Kundenanalyse, Data-Mining) im Januar 2000 und OnDisplay (XML-Technologie) im Mai 2000.

Einige der hochkarätigen Adressen aus dem Kundenkreis von Vignette: BMW, DaimlerChrysler, Turner Entertainment, Charles Schwab, Citicorp, Credit Suisse, Merrill Lynch, AMD, Compaq, Hewlett Packard, Motorola, Siebel, Sun, Chicago Tribune, Le Monde, Der Spiegel, CBS Broadcasting, AT&T, Deutsche Telekom, Nokia, Sprint, Lufthansa. Insgesamt sind es mittlerweile deutlich mehr als 1000. Des weiteren arbeitet Vignette mit Intel, Dell, Inktomi, IBM und Lucent zusammen.

Aktuelle Einschätzung:
Für das erste Quartal rechnet Vignette - erstmals in der Unternehmensgeschichte - mit einem Umsatzrückgang auf 100 Mio. USD (Vorquartal 125 Mio. USD). Für das Gesamtjahr 2001 soll der Umsatz jedoch gegenüber 2000 (366 Mio. USD) auf 500 Mio. USD steigen. Ein Restrukturierungsprogramm soll im Laufe des Jahres 100 Mio. USD einsparen. Hierbei handelt es sich um sehr konservative Schätzungen und ich gehe davon aus, dass diese nach dem Ende der Zurückhaltung der Unternehmen bei den EDV-Investitionen geschlagen werden können. Nach der Bekanntgabe der Zahlen stürzte Vignette regelrecht um 50% ab. Der Boden scheint mittlerweile jedoch gefunden und ein Turnaraound - zumindest kurzfristig eine technische Erholung - ist nach dieser Übertreibung m.E. drin. Da in Deutschland kaum Umsatz ist, sollte unbedingt limitiert geordert werden (Frankfurt, München, Berlin). Ein Stoppkurs sollte bei knapp unter 7 USD gesetzt werden. Auch langfristig (mind. 12-18 Monate) sehe ich Vignette sehr. Weiteres Potential bringt zudem die Erholung der Nasdaq.

Sachliche Meinungen zu Vignette würde mich sehr freuen. Ansonsten gute Geschäfte...

Cbra

Hier noch die Meldung von Vignette:

Vignette Corporation
Quarter Ended 12.31.00 Year Ended 12.31.00
Total Revenue $123.9 million $366.7 million
Core Operating Loss $(6.3) million $(24.3) million
Core EPS $0.00 $0.00


Fourth Quarter Highlights
 Total revenue for the fourth quarter increased to $123.9 million, representing a 203% increase over the fourth quarter of 1999 and a 12% increase over last quarter.
 Revenue for the year ended December 31, 2000 increased 311% over last year to $366.7 million.
 Core Operating Loss for the fourth quarter was $6.3 million.
 Core EPS for the fourth quarter was $0.00.
Customers
Vignette added 97 new customers, ending the quarter with an installed base of 1,248 end-user customers. New customers for the quarter included, but were not limited to the following: Allianz, Audi, Aventis, Avnet, Banco Santander Central Hispano, Barclays Bank, Caterpillar, Conseco, Deutsche Asset Management, Dow Jones & Co., Downstream Energy, HJ Heinz, Korn/Ferry, Lloyds.com, Media News Group, MobileOne, Nissan North America, Reliant Energy, the Royal Bank of Scotland, T.Rowe Price, UBS, United Technologies, US Army and Volkswagen.
The Company also recognized significant orders from existing customers including: Bertelsmann, BMW, Cablevision, JP Morgan Chase, Compaq, Daimler Chrysler, Federation Internationale de Football Association (FIFA), Hewlett Packard, MetLife, NY Life, PaineWebber, Terra Networks, United Airlines and Qwest.
Product Leadership
In the quarter, Vignette shipped a new version of its full product suite, providing support for the Java™2 Platform, Enterprise Edition (J2EE™). Vignette`s new version is the only suite of eBusiness applications for content management, personalization, analytics and wireless capabilities enabled for the J2EE platform that is available to companies that have standardized on the J2EE platform. By providing support for the J2EE platform, Vignette is enabling its customers to further decrease the cost, risk and time associated with developing eBusiness applications. Vignette`s new products also provide customers with cross-platform capabilities and access to more than 2 million corporate information technology (IT) developers trained on Java technologies. The new version extends Vignette`s long-standing support of industry standards, including XML, ICE, RosettaNet, BizTalk and Microsoft Windows DNA. By adding support for the J2EE platform to its existing support for Microsoft Windows DNA and other enterprise platforms, Vignette becomes the only eBusiness application platform to support these dominant industry standards for developers.
"I knew this was possible," said Colleen Niven, vice president of e-business technologies at AMR Research. "But Vignette is the first to do it."
The Vignette® Economy
During the quarter, the Vignette Economy of trained third-party professionals rose to approximately 2,000. Vignette continued to expand its relationships with Accenture, IBM Global Services, Sapient and Sun Microsystems and formed new alliances with PricewaterhouseCoopers and Computer Sciences Corporation.
In the fourth quarter, the Company formed partnerships with Dell Computer Corp. to integrate Vignette`s products with Dell`s PowerEdge™ Servers and with Intel Corporation to optimize Vignette products for Intel`s current and future Pentium® III Xeon™, Pentium III and Itanium processors. In addition, the Company announced the Vignette-led XCM (extended content management) Alliance. Alliance partners include Akamai, Artesia, BullDog, FileNet, Idiom, Inktomi, MacroMedia, NexGenix, Quark, Rational Software, Sun and Virage. Its goal is to bring together the leading vendors in three areas of content management - content development management, application content management and content delivery/acceleration management - to offer first-class integrations of each vendor`s solutions and address the enterprise-wide management of content. As part of its XCM initiative, Vignette announced a strategic alliance with Rational Software to develop and market the Rational Suite ContentStudio.
Financial Outlook
"In the fourth quarter, we saw a significant number of Global 1000 companies choose Vignette technology to drive their online initiatives," said Greg Peters, chairman, president and CEO of Vignette. "The financial commitments made by these customers to Vignette continue to increase, and we built and expanded partnerships with many of the world`s leading technology companies."
While Vignette`s long-term outlook and market position are strong, recent uncertainty surrounding the overall IT spending environment and customer hesitancy to make large capital expenditures has led Vignette to reduce its financial guidance for fiscal year 2001. Vignette currently expects revenues of $100 million and core EPS of $(0.01) for the first quarter of 2001 and revenues of $500 million and core EPS of $0.09 for the full year 2001. The Company is taking action to reduce its overall cost of operations in light of this revised outlook. These measures include a workforce reduction and consolidation of certain facilities. Vignette estimates that, as a result of these actions, the Company will incur a charge of approximately $45 to $55 million in the first quarter. Vignette expects to save approximately $100 million over the next four quarters as a result of these actions.
"Our priorities are simple," Peters concluded. "First, to continue to ensure that we have the most value-added solutions available in the market so we can continue to grow our business and market share; and, second, to do so profitably."
About Vignette Corporation
Vignette Corporation is the leading supplier of e-business application software. Vignette`s products enable businesses to create and extend relationships with prospects and customers and facilitate high-volume transaction exchanges with suppliers and partners, all of which enhances customer satisfaction. Headquartered in Austin, Texas, Vignette Corporation has offices located throughout Europe, Asia, and Australia and can be found on the Web at http://www.vignette.com.
Vignette`s fourth quarter financial results will be discussed Thursday, January 18, 2001 at 8:30 AM EST. Dial in information is as follows:
Domestic: 888.849.9225
International: 212.993.0245
Passcode: N/A
The replay will be available from 1/18/01 at 11:00 AM EST to 1/20/01 at 11:00 AM EST. The replay information is as follows:
Domestic: 800.633.8284
International: 858.812.6440
Passcode: 17594966
The simultaneous web cast will be available via the Investor Relations section of Vignette`s corporate web site at http://www.vignette.com.
"Safe Harbor" Statement Under the Private Securities Litigation Reform Act 1995:
The statements contained in this earnings release that are not purely historical are forward looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, including statements regarding the Company`s expectations, beliefs, hopes, intentions or strategies regarding the future. Forward looking statements include statements regarding future sales, market growth, and competition. All forward looking statements included in this earnings release are based upon information available to the Company as of the date hereof, and the Company assumes no obligation to update any such forward looking statement. Actual results could differ materially from the Company`s current expectations. Factors that could contribute to such differences include overall trends affecting the growth of eBusiness and the internet economy; fluctuations in quarterly operating results due to competition, the length of our sales cycles, customer timing decisions or other factors; our ability to continue to develop new products and services to meet the rapid competitive cycles of our industry; our ability to maintain the growth in the number of trained third-party consultants; our ability to continue to develop a professional services business; our ability to attract and retain key talent; and our ability to integrate acquisitions successfully. These and other factors are described in our filings with the SEC, including our report on Form10-Q for the quarter ended September 30, 2000.
Vignette, the V Logo, www.vignette.com, V/Series, V/5, V/5 E-Business Platform, V/5 Content Management Server , V/5 Lifecycle Personalization Server , V/5 Communication Server , V/5 Relationship Marketing Server , V/5 Syndication Server , V/5 Advanced Deployment Server , V/5 Development Center , V/5 Tools, Vignette Application Foundation and Vignette Application Power Pack are trademarks or registered trademarks of Vignette Corporation in the United States and foreign countries. All other names and terms in this release are trademarks or registered trademarks of their respective companies.
Java, JavaServer Pages, JSP, J2EE, and JavaBeans are trademarks or registered trademarks of Sun Microsystems Inc. in the United States and in other countries.
All other names are trademarks of their respective companies.
Contacts:
Joel G. Katz
Chief Financial Officer
512.741.6501 P
[e-mail]
Kellie R. Nugent
Manager, Investor Relations
512.306.4541 P
[e-mail]
Maury Lane
Director, Public Relations
512.306.4987 P
[e-mail]

[terax666]

das glaube ich nicht, dann schau die lieber mal infospace an.

grüsse, terax

Member of http://www.aktienboard.com

[J3142]

was sagt ihr zu winter ag 555560

[Cbra]

Hallo!

Leider eine enttäuschende Resonanz! Habe heute morgen auf jedenfall noch einmal kräftig nachgelegt. Aktuell in den USA plus 6%. Schon ganz ordentlich. Nach Überwinden der 10 USD-Marke sollten schnell knapp 15 USD drin sein. Was meint Ihr?

Weiterhin gute Geschäfte!

Cbra

[terax666]

hey cbra, kennst du dich gut mit nasdaq werten aus???

Gruss, terax

Member of http:/www.aktienboard.com

[terax666]

keine antwort??

[Cbra]

Sorry, habe keine Zeit zum posten. Aber Vignette wird m.E. weiter laufen. Welche Werte interessieren Dich denn?

Hoffe, dass nach der Greenspanrede eine schöne Aufwärtsbewegung startet und Vignette heute vielleicht die 10USD-Marke nimmt...

Gruß
Cbra

P.S.: Bin ich etwa der einzige Vignette-Aktionär?

[Cbra]

Guten Abend!

Und hier die nächste strategische Allianz mit Ariba! Aktuell wurde gerade trotz schwächelnder Nasdaq die 9 USD-Marke übersprungen. Weiterhin gute Geschäfte...

Cbra

Ariba and Vignette Form Strategic Alliance to Bring Commerce, Community and Personalized Content to Industry Marketplaces

AUSTIN, Texas & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Jan. 25, 2001--Vignette Corp. (Nasdaq:VIGN), the leading supplier of customer driven Internet applications, and Ariba(R), Inc. (Nasdaq:ARBA), the leading B2B eCommerce platform and network services provider, today announced a strategic alliance to deliver solutions that enable buyers, suppliers and marketplaces to gain greater market traction by deepening relationships with their trading partners, enhancing customer revenue opportunities and increasing efficiency on all sides of B2B e-commerce.

Under the agreement, Vignette(R) and Ariba will offer a comprehensive B2B platform for enabling marketplaces. The Ariba B2B Commerce Platform(TM) facilitates market makers with a multi-buyer, multi-supplier solution consisting of administration, transactional capability and scalable infrastructure. The Vignette customer driven Internet applications provide marketplace community framework, content management, personalization and integration.

The Ariba-Vignette joint solution will benefit all participants in a given marketplace. Suppliers will be able to differentiate their offerings by providing rich content and product data and by promoting their products with advanced product substitution and product bundling capabilities. Buyers will be able to increase efficiencies in a number of commerce scenarios by providing highly personalized interaction with product catalogs. Market makers will be able to improve their ability to attract and retain buyers and suppliers by providing an improved market environment and the ability to create highly targeted marketing campaigns.

"Vignette`s solution enables MetalSpectrum to provide industry content and user personalization for our customers that will keep them coming back to our site," said Bill Murphy, senior vice president and chief technology officer of MetalSpectrum. "Integrated with the commerce foundation provided by Ariba, we have all of the necessary components in place."

"By bridging Vignette`s E-business Application Platform with the Ariba B2B Commerce Platform, we are demonstrating a powerful, end-to-end solution with strong commerce, community and content capabilities to drive sustainable competitive advantage for our clients building B2B digital markets and vertical online communities," said Dan Fishback, vice president of Global Channels at Ariba. "This allows our clients to attract buyers and sellers and manage those relationships while driving liquidity by providing a robust system for commerce transactions."

"The combination of Ariba and Vignette dramatically impacts the ability of any company to automate their overall value chain using e-business technologies, and is expected to have a broad impact on the B2B and B2C landscapes. Companies and exchanges will be able to automate relationship building with their customers, suppliers and trading partners in a measurable and manageable way," said Bill Daniel, senior vice president of products at Vignette. "We know that the Ariba-Vignette solution is a powerful combination as we have successfully implemented this offering with many joint customers. We`re certain more companies will realize that, in order to remain competitive and efficient in the marketplace arena, they will choose Vignette and Ariba."

About Vignette
Vignette Corp. (Nasdaq:VIGN) is the leading provider of customer-driven Internet applications used by the most demanding and successful organizations in the world. Vignette`s products allow businesses to create and extend relationships with prospects and customers, and to facilitate high-volume transaction exchanges with suppliers and partners, all of which enhances customer satisfaction. Vignette powers more than 1,250 leading e-businesses. Headquartered in Austin, Texas, Vignette has offices located throughout the Americas, Europe, Asia and in Australia and can be found on the Web at www.vignette.com.

About Ariba, Inc.
Ariba, Inc. is the leading business-to-business (B2B) eCommerce platform and network services provider. Through the Ariba B2B Commerce platform -- an open, end-to-end infrastructure of interoperable software solutions and hosted Web-based commerce services -- the company enables efficient online trade, integration and collaboration between B2B marketplaces, buyers, suppliers and commerce service providers. The global reach and best-of-breed functionality of the Ariba B2B Commerce platform creates Internet-driven economies of scale and process efficiencies for leading companies around the world. More information can be found at www.ariba.com. Ariba and the Ariba logo are registered trademarks of Ariba, Inc. Ariba B2B Commerce Platform is a trademark of Ariba, Inc. Vignette is a trademark, and the Vignette E-business Application Platform is a registered trademark of Vignette Corp. All other trademarks are property of their respective owners.

"Safe Harbor" statement under the Private Securities Litigation Reform Act 1995:

Information and announcements in this release involve Ariba`s expectations, beliefs, hopes, plans, intentions or strategies regarding the future and are forward-looking statements that involve risks and uncertainties. All forward-looking statements included in this release are based upon information available to Ariba as of the date of the release, and we assume no obligation to update any such forward-looking statements. These statements are not guarantees of future performance and actual results could differ materially from our current expectations. Factors that could cause or contribute to such differences include, but are not limited to: delays in development or shipment of new versions of our Ariba B2B Commerce Platform; lack of market acceptance of the Ariba B2B Commerce Platform or other new products or services; inability to continue to develop competitive new products and services on a timely basis; introduction of new products or services by major competitors; our ability to attract and retain qualified employees; difficulties in assimilating companies recently acquired, including Tradex, Trading Dynamics, and SupplierMarket.com; inability to expand our operations to support increased growth; the recognition of an increasing portion of revenues at the end of the quarter; declining economic conditions, including a slowdown or recession; inability to control costs; changes in our pricing or compensation policies; and significant fluctuations in our stock price. These and other factors and risks associated with our business are discussed in the Company`s Form 10-K filed December 29, 2000.

FORWARD LOOKING STATEMENTS
The statements contained in this press release that are not purely historical are forward looking statements including statements regarding the Company`s expectations, beliefs, hopes, intentions or strategies regarding the future. Forward looking statements include statements regarding future sales, market growth, and competition. All forward looking statements included in this press release are based upon information available to the Company as of the date hereof, and the Company assumes no obligation to update any such forward looking statement. Actual results could differ materially from the Company`s current expectations. Factors that could cause or contribute to such differences include, but are not limited to, future losses, limited operating history, fluctuation of quarterly revenues and operating results, competition, dependence on a small number of large orders, lengthy sales cycle and product implementation, acquisition integration, market awareness of our product, rapid changes in e-relationships technology and new products, and other factors and risks discussed in the Company`s 10K, as amended and filed with the Securities and Exchange Commission and any reports filed from time to time with the Securities and Exchange Commission.

CONTACT: Vignette Corporation
Alicia Quinn Sankar, 512/306-4652
[e-mail]

[buckweiser]

VIGN ist OK, da gibt es nix, weitere Kandidaten sind BVSN, PRSF, INKT und CPTH...

[web1]

VIGN - nicht mein Ding, mit den Dezember Zahlen:

Dezember 00 zu Dez.99
Umsatz x3
Verlust *11

Und dann der Chart. Ich hab auch lange fallende Messer gekauft. Inzwischen warte ich zumindest bis sie auf einem "scheinbaren" Boden angekommen sind.

[Cbra]

Guten Abend!

Jetzt wird es - wie für viele Nasdaq-Werte - langsam spannend. Vignette hat heute knapp unter 9 USD geschlossen, d.h. sich vom Tiefstkurs (7 USD) vor wenigen Tagen schon wieder ordentlich - und meiner Meinung völlig zu Recht - erholt. Ob dies nur eine technische Erholung war oder ein längerfristiger Aufwärtstrend eingeläutet wird bleibt abzuwarten. Ich würde den Stopp-Kurs von knapp unter 7 USD vorerst beibehalten und bei steigenden Kursen nachziehen.

Falls morgen die Zinsen um 0,5 Basispunkte in Amerika gesenkt werden und die Märkte wieder langsam in Fahrt kommen, wird auch Vignette überproportional davon profitieren. Nach Überwinden der 10 USD-Marke sollten schnell 15 USD erreicht werden.

Noch gute Geschäfte...
Cbra