EGAN - Tagestipp - Confirmed Earnings for Monday, January 29 - 500 Beiträge pro Seite

[Braumeister]

Moin!

Die heutigen Zahlen von Egain (EGAN) sollten sehr gut ausfallen! Die Analisten erwarten ein Verlust von 63 Cents und die Flüsterschätzungen liegen bei 58 Cents Verlust. In einem
Interview am Freitag hat sich herausgestellt das es wohl 45 Cents werden!
Auch soll der Break Even schon im Dezember erreicht werden.
Hier der Link:
http://dowjones.work.com/index.asp?layout=display_news&searc…

Viel Glück!

BM

[Braumeister]

+13% und steigend!!

Und noch eine unbekannte Perle------ACRT-------

Actrade, Ltd. stellt finanzielle Lösungen
für commercial trade activities zur Verfügung.
Eine Technologie der gestundeten Zahlung für B2B-transactions
KGV = 17 !!

Business Overview

Actrade Financial Technologies provides financial solutions for commercial trade activities. The Company`s lead product, the
Electronic Trade Acceptance Draft, provides electronic credit, payment, settlement and integration solutions. For the 3 months
ended 9/30/00, net sales rose 86% to $12.6M. Net income rose 95% to $4.9M. Results reflect higher international merchandise
trade salesand lower SG&A expenses as a percentage of sales. http://www.actrade.com

Schaut euch ACRT mal genau an es lohnt sich!!!!
Aktuell +17%
Und Q- Zahlen gibts Morgen auch!--EPS Estimate 0.41

BM

[Braumeister]

onday January 29, 4:22 pm Eastern Time

Press Release

eGain Announces Record Second Fiscal Quarter Revenues of $13.8
Million

Company Forecasts Two Quarter Acceleration in Drive to Profitability

SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 29, 2001--eGain Communications Corporation (Nasdaq:EGAN - news), a leading
provider of customer interaction software for the Internet, today announced record revenues for the quarter ended December
31, 2000, the second quarter of its fiscal year 2001.

Revenues for the quarter were $13.8 million, representing an increase of 475% over revenues of $2.4 million in the same quarter
last year and 15% over revenues of $12.1 million in the prior quarter.

Excluding non-cash charges, net loss for the quarter was $15.7 million, a decrease from a net loss of $19.2 million in the prior
quarter, or a net loss per share of $0.45 compared to a net loss per share of $0.56 in the prior quarter.

Including non-cash charges, net loss for the quarter was $46.2 million compared to a net loss of $31.5 million in the prior quarter,
or a net loss per share of $1.32 compared to a net loss per share of $0.91 in the prior quarter. Non-cash charges include
amortization of goodwill, deferred compensation, and other intangible assets, as well as accreted dividends and other non-cash
charges related to the company`s cumulative convertible preferred stock. The December quarter included an $18.6 million
one-time non-cash charge related to the beneficial conversion feature on the company`s cumulative convertible preferred stock.

``From almost every perspective we are executing ahead of plan,`` said Ashutosh Roy, eGain`s Chairman and Chief Executive
Officer. ``We drove top line revenue ahead of expectations while simultaneously driving better than anticipated efficiencies in our
operating model. We expanded the depth, breadth and size of our engagements with Global 2000 companies. The quarter
highlighted our continued focus on larger customers and higher average selling prices.``

In addition to reporting quarterly earnings, the company also announced that it is revising its projections as to when it anticipates
achieving profitability. ``The December quarter marks an important milestone for eGain,`` noted Harpreet Grewal, eGain`s Chief
Financial Officer. ``This was the first quarter the company reported a sequential decrease in quarterly operating losses. In doing
so, we find ourselves about two quarters ahead of previous expectations in our drive towards profitability.``

``Looking ahead, we anticipate that our revenues in calendar year 2001 will increase by approximately 110% over revenues in
calendar year 2000,`` said Mr. Grewal. ``Simultaneously, we anticipate that by focusing the business on aggressive but profitable
growth, the company will breakeven on a cash basis by December 2001, two quarters ahead of previous estimates. Additionally,
our cash position remains strong, and we do not anticipate having to seek additional capital before that time.``

Enterprise Sales Fueling Growth

eGain`s success in selling to Global 2000 customers, as well as to established mid-tier companies, continues to fuel the
company`s growth. During the December quarter, the company added over 50 new customers, increasing its total customer
count to over 700. Global 2000 and established mid-tier companies account for more than 80% of all customers. During the
December quarter, approximately 50% of eGain`s direct new customers purchased multiple applications, an increase from 29%
in the prior quarter - further validating the company`s strong multi-channel product strategy.

New customers in the December quarter included Charles Schwab, one of the nation`s largest financial services companies;
Charter Communications, the fourth largest US cable operator with over 6.2 million customers; FleetBoston Financial, the
nation`s seventh largest bank holding company; GE Power Systems, a division of General Electric; IDT, a billion dollar
communications company; VSP (Vision Service Plan), the largest provider of eye health insurance coverage with over 33 million
members worldwide; Solutia Inc., a $3 billion chemicals company; Finish Line, one of the largest retailers of athletic equipment
with over 440 stores nationwide, as well as a host of other companies, including Vermont Teddy Bear, CP Hotels, Weight
Watchers, Sequoia Software, Portland General & Electric, and Hawaiian Electric.

A significant number of the company`s existing customers purchased additional products and services, accounting for over 50%
of bookings during the December quarter. These customers included 3Com, Daimler Chrysler, McAfee.com and Ford Motor
Company.

eGain`s customer base now includes (as rated by Fortune Magazine):

22 of the 50 largest global companies
3 of the 5 largest diversified financial services companies
6 of the 10 largest telecommunications companies

The eGain Value Proposition

eGain is one of the leading providers of enterprise software to manage on-line customer interactions -- self-service, real-time Web
collaboration and email. During the December quarter, self-service accounted for approximately 20% of total units sold,
real-time collaboration accounted for approximately 25%, and email accounted for approximately 55%. Companies like Charles
Schwab, Microsoft, and ABN AMRO have chosen eGain to help transform their phone-based call centers to a multi-channel
eService network.

``The underlying value proposition for eGain`s solutions has never been more tangible or better understood by customers than in
today`s demanding business environment,`` said Mr. Roy. ``We made a strategic decision to pursue e-Customer service, and large
corporations around the world are validating our decision. Our solutions are a strategic purchase that provide substantial,
sustainable and rapid ROI. As a result, we are continuing to win the majority of our sales engagements.``

``eGain is focused on a hot area of eCommerce and CRM,`` said Mary Wardley, Program Director of Customer Relationship
Management at International Data Corporation (IDC). ``The growth rate is nearly double the rate of growth we expect for
e-Marketing software. Customer service software is one of the most critical enterprise applications today, and the kinds of
multi-channel products that eGain provides address the market requirement for consistent customer interactions across all
touchpoints.``

Microsoft Limited, in the UK, is one of the many customers that has seen impressive results with eGain enterprise software
solutions. Since deployment, Microsoft has experienced a 28% reduction in escalations to second level support and a 10%
increase in customer satisfaction through their use of eGain Knowledge. Lucas Arts is saving over $2 million annually since
installing eGain Knowledge. After deploying eGain Live, a real-time Web collaboration solution, SureTrade, a division of Fleet
Financial Group, migrated 55% of all customer inquiries to the Web and reduced the average phone hold time from 12 minutes
to 38 seconds -- increasing customer satisfaction while simultaneously lowering the cost of servicing these customers.

``The primary market that eGain plays in is one of the faster moving CRM markets,`` said Tim Hickernell, Senior Program Director,
META Group CRM Infusion. ``eGain`s early attention to the requirements of global customer service, positions it to address the
requirements of companies with global customers as well as emerging global service organizations.``

International Operations

During the December quarter, eGain continued to strengthen its international business. International revenues comprised
approximately 25% of total revenues for the quarter. The quantity and quality of international customers and partners secured
by the company during the quarter highlights its growing international presence. These customers include Asia Travel Network
and Zone Telecom in Singapore; Telequity and Online Trading Systems in Australia; Pacific Century Systems in Hong Kong; NTL,
Barclays, Esselte, eBookers, and the BBC in Europe. In Japan, previously announced partners NTT and Marubeni continued to
train their sales forces on eGain products, extending eGain`s reach into top Japanese corporations.

eGain anticipates continued growth in international markets. Industry analysts at Jupiter Research report that more than 60% of
all Internet users live outside of North America. Datamonitor analysts forecast e-commerce spending to grow 152% in
Continental Europe and 331% in the United Kingdom by the end of 2002.

Financial Guidance -- Calendar Year 2001

The company`s operating performance in the December quarter places it approximately two quarters ahead of previous
profitability expectations. As a result, the company expects to achieve profitability, on an earnings before depreciation and
amortization basis, in the December quarter of calendar year 2001. This improved profitability outlook is based on three key
factors: (i) the company`s continued success in penetrating global 2000 customers and the corresponding leverage derived from
a strategy of fewer customers and higher average selling prices; (ii) eGain`s focus on managing costs and driving global operating
efficiencies; and, (iii) the company`s strategic focus on aggressive yet profitable revenue growth.

In light of the foregoing, eGain offers the following guidance for calendar year 2001.

(Dollars in millions, Q3: FY01 Q4: FY01 Q1: FY02 Q2: FY02
except per share data) March 2001 June 2001 Sept. 2001 Dec. 2001


Net revenue $14.5 $17.0 $20.0 $24.0

Gross margin 43%-44%(a) 50%-55% 58%-63% 65%-70%

Operating expense as
a percentage of sales
(excluding
amortization
expense) 160%-165%(a) 135%-140% 115%-120% 82%-87%

Depreciation expense $1.9 $2.0 $2.2 $2.3

Pro forma EPS
(excluding
depreciation
and amortization
expense - non
cash items) ($0.39)-($0.40)(a)($0.30)-($0.34)($0.21)-($0.25)$0.00

(a) Excludes the impact of a one-time restructuring charge of
approximately $750,000.

About eGain Communications Corporation.

eGain (Nasdaq: EGAN - news) is a leading provider of customer interaction software for the Internet. To help businesses deliver a
superior customer experience and establish profitable, long-term customer relationships, eGain offers licensed and hosted
applications for email management, interactive Web and voice collaboration, intelligent self-help agents, knowledge management
and proactive online marketing. Built using a Web-native architecture, the eGain e-Service suite of products provides robust
scalability, global access, integration and rapid deployment. Based in Sunnyvale, California, eGain has more than 700 customers,
including 22 of the 50 largest global companies. For information about eGain, please visit www.eGain.com or call the company`s
offices - US: [phone]; London: [phone]; Sydney: [phone].

Cautionary Note Regarding Forward-looking Statements: All statements in this release that involve eGain`s plans, forecasts,
beliefs, projections, expectations, strategies and intentions are forward-looking statements within the meaning of the safe harbor
provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on
information available to eGain at the time of this release, are not guarantees of future results; rather, they are subject to risks
and uncertainties that may cause actual results to differ materially from those set forth in this release. These risks and
uncertainties include, but are not limited to, the uncertainty of demand for our products, the anticipated customer benefits from
eGain products, successfully integrating Inference Corporation into our product and business activities, increased competition
and technological changes in the markets in which eGain competes, our ability to manage growth, intense competition for
qualified employees, and other risks detailed from time to time in our filings with the Securities and Exchange Commission,
including our annual report on Form 10-K filed on September 28, 2000, and our quarterly reports on Form 10-Q. eGain assumes
no obligation to update these forward-looking statements.

Note: eGain is a registered trademark of eGain Communications Corporation, and eGain Mail, eGain Live, eGain Knowledge, eGain
Voice, eGain Campaign, eGain Inform, eGain Assistant and eGain Hosted Network are trademarks of eGain Communications
Corporation. All other company names and products are trademarks or registered trademarks of their respective owners.

eGain Communications Corporation
Pro Forma Condensed Consolidated Statement of Operations
(excluding amortization of goodwill, intangible assets,
deferred compensation, and other non-cash charges)
(in thousands, except per share amounts)
(unaudited)

Six months ended
Quarter ended December 31, December 31,
2000 1999 2000 1999


Hosting $3,222 $666 $5,517 $942
License 6,275 648 10,879 1,219
Services 4,340 1,069 9,499 1,610

Total revenue 13,837 2,383 25,895 3,771

Cost of revenue 7,783 3,107 16,507 5,309

Gross profit (loss) 6,054 (724) 9,388 (1,538)

Research and development 5,866 2,067 11,945 4,046
Sales and marketing 13,001 5,261 25,462 8,985
General and administrative 4,290 1,745 8,518 3,006

Total operating
costs and expenses 23,157 9,073 45,925 16,037

Loss from operations (17,103) (9,797) (36,537) (17,575)
Non-operating income
(expense) 1,368 704 1,599 628

Net loss $ (15,735) $ (9,093) $ (34,938) $ (16,947)

Per share information:

Basic and diluted net
loss per common share $(0.45) $(0.34) $(1.00) $(0.89)

Shares used in computing
basic and diluted net
loss per common share 35,129 26,974 34,802 18,977


eGain Communications Corporation
Condensed Consolidated Statement of Operations
(in thousands, except per share amounts)
(unaudited)

Six months ended
Quarter ended December 31, December 31,
2000 1999 2000 1999

Revenue:
Hosting $3,222 $666 $5,517 $942
License 6,275 648 10,879 1,219
Services 4,340 1,069 9,499 1,610

Total revenue 13,837 2,383 25,895 3,771
Cost of revenue
- direct 7,783 3,107 16,507 5,309
Cost of revenue
- acquisition
related 362 -- 724 --

Gross profit (loss) 5,692 (724) 8,664 (1,538)

Operating costs and expenses:

Research and
development 5,866 2,067 11,945 4,046
Sales and marketing 13,001 5,261 25,462 8,985
General and
administrative 4,290 1,745 8,518 3,006
Amortization of
goodwill and other
intangible assets 9,200 1,826 18,400 3,651
Amortization of
deferred
compensation 877 2,899 1,975 5,907

Total operating
costs and expenses 33,234 13,798 66,300 25,595

Loss from operations (27,542) (14,522) (57,636) (27,133)
Non-operating income
(expense) 1,368 704 1,599 628

Net loss $(26,174) $(13,818) $(56,037) $(26,505)

Dividends on preferred
stock (1,506) -- (2,390) --
Beneficial conversion
feature on preferred
stock (18,568) -- (19,335) --

Net loss applicable
to common stockholders $(46,248) $(13,818) $(77,762) $(26,505)

Per share information:

Basic and diluted
net loss per
common share $(1.32) $(0.51) $(2.23) $(1.40)

Shares used in
computing basic
and diluted net
loss per common
share 35,129 26,974 34,802 18,977


eGain Communications Corporation
Condensed Consolidated Balance Sheets
(in thousands)
(unaudited)

December 31, June 30,
2000 2000
ASSETS

Current assets:
Cash and cash equivalents $71,131 $27,201
Short-term investments,
held as available for sale -- 2,991
Accounts receivable, net 11,432 8,589
Prepaid and other current assets 4,347 4,456

Total current assets 86,910 43,237

Property and equipment, net 13,446 11,690
Goodwill and other intangible
assets, net 100,505 119,629
Other assets 1,314 1,344
--------- ---------
$ 202,175 $ 175,900

LIABILITIES AND STOCKHOLDERS` EQUITY

Current liabilities:
Bank borrowings - line of credit $1,000 $1,000
Current portion of notes payable
and capital leases 1,283 1,298
Accounts payable 5,557 5,305
Deferred revenue 5,137 7,286
Accrued expenses 13,721 16,439

Total current liabilities 26,698 31,328

Long-term liabilities 1,032 1,201

Total shareholders` equity 174,445 143,371
--------- ---------
$ 202,175 $ 175,900


Aktuell +20%


BM

[Braumeister]

+27%

[Braumeister]

+45% !!!!!!!!!!!!!!!