Internet Security will die Prognosen übertreffen - 500 Beiträge pro Seite

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Internet Security Systems (ISS), das mit seinen Technologien Daten in Unternehmensnetzwerken sichert, wird die in Privatbesitz befindliche Network ICE für ca. 195 Mio.$ in Aktien übernehmen. Die Akquisition soll sich nicht negativ auf die Ergebnisse des Geschäftsjahres auswirken. Im Gegenteil, ISS rechnet für 2001 mit einem Umsatz zwischen 295 Mio.$ und 300 Mio.$ sowie einem Gewinn je Aktie von 65 bis 70 Cent.

Die Schätzungen der Analysten an der Wall Street belaufen sich nach Angaben des Marktforschers First Call auf einen Gewinn von 66 Cent je Anteilsschein. Im Jahr 2000 erwirtschaftete das Unternehmen einen Gewinn von 41 Cent/Aktie. Die Akquisition von Network ICE ist von den Vorständen beider Unternehmen abgesegnet und zudem wurde die Zustimmung von mehr als 70% der Aktionäre eingeholt. Bis zum Juni soll die Übernahme vollzogen sein. Die Aktie gewinnt derzeit 1,8% auf 50,79$.

[siscoinvestor]

Teure Aktie nach der Übernahme und der letzten Kursenwicklung. Ist jemand vieleicht investiert?

Gruß

siscoinvestor

[siscoinvestor]

Monday May 7, 7:45 am Eastern Time

Press Release

SOURCE: Internet Security Systems, Inc.

Internet Security Systems to Provide Security Assessments For Industry-Leading e-Business Insurance Offering
Free Assessments Significantly Reduce Costs While Helping Companies Obtain Critical e-Business Insurance
ATLANTA, May 7 /PRNewswire/ -- Internet Security Systems, Inc. (ISS) (Nasdaq: ISSX - news), a leading provider of security management solutions for the Internet, today announced an agreement with Marsh, the world`s leading risk and insurance services firm, and Cottrell and Maguire, a syndicate of Lloyd`s of London, to offer free security assessments as a part of Marsh`s Net Secure(TM) xBI e-business insurance program. Marsh`s Net Secure xBI program, which provides up to $200 million of insurance coverage for e-business risk protection, works in conjunction with ISS` security assessments offering a pragmatic means of assessing and remediating potential on-line threats.

The Net Secure program, along with ISS` agreement with Cottrell and Maguire to provide the free security assessments, is designed for small to mid-size companies looking for an affordable best-practices approach to detecting, assessing and determining the best course of action for meeting their security needs. The free security assessments, along with a review of findings by ISS` trained security engineers, makes it easier for clients to qualify for cyber risk insurance, providing them with immediate feedback to remediate high vulnerability risks found in their technical environments, as well as a quicker process from application to insurance.

``Cottrell and Maguire Ltd. welcome the opportunity to work with ISS as part of the Net Secure program. Cyber risk is at the top of the agenda for many clients when they are considering the adequacy of their insurance programs and this agreement allows us to offer top class coverage with excellent security management,`` said Peter Cottrell, Active Underwriter of Lloyd`s of London Syndicate 1173. ``We have sought partners who are global leaders in their areas of business so ISS and Marsh were obvious choices for us.``

This agreement is the first of its kind to provide benefits to both the client and the underwriter. Under the agreement, clients are able to review their security posture throughout the policy period as opposed to just at policy inception. The agreement includes an initial test conducted by ISS, then a second test after a remediation period. Also included are ongoing quarterly tests as well as ``on-demand`` scans to be used upon the client`s request due to a change in their IT environment. This allows companies to move towards a tighter security posture during the policy period.

``This alliance with Marsh and Lloyd`s is a critical step in providing necessary security information to companies having any online presence. We cannot stress enough the importance of good security practices, and moreover, firmly believe that companies should supplement their risk program with a solid cyber-insurance policy. This program enables such companies to `secure and insure` their critical on-line assets,`` said Tom Noonan, president and chief executive officer of Internet Security Systems.

``Marsh is pleased to participate in this very significant announcement of our xBI product and the `secure and insure` process. The process simplifies the insurance qualification procedure for our clients and prospects while providing true risk management services at no additional cost,`` says Hank Whiting, managing director, Marsh FINPRO.

About Cottrell and Maguire

Cottrell and Maguire Ltd. is a leading Lloyd`s syndicate offering risk transfer solutions to e commerce companies. They have a history of building long term, mutually beneficially partnerships with insureds, helping to cover their evolving exposures.

About Marsh`s Net Secure(TM)

Available exclusively through Marsh, Net Secure(TM) provides businesses with an innovative new insurance program that addresses the complex global risks associated with the e-business world, networks, and information assets.

Net Secure can:


* Provide insurance solutions from a first- and third-party perspective.

* Act as primary cover or complement and fill gaps in traditional
insurance (difference in conditions).

* Furnish immediate funding for crisis management services from outside
consultants in the event that a serious network disruption or attack
occurs.


Visit the Marsh NetSecureSite.com for more information about Net Secure(TM) or to apply online for a coverage quotation.

Portions of the Net Secure(TM) insurance program that are underwritten by Cottrell and Maguire may not be available in all states.

About Marsh

Marsh, the world`s leading risk and insurance services firm, has 35,000 employees and annual revenues of $4.8 billion. The firm provides advice and transactional capabilities to clients in over 100 countries. Marsh is a unit of Marsh & McLennan Companies (MMC), a global professional services firm with 57,000 employees and annual revenues of $10 billion. MMC also is the parent company of Putnam Investments and Mercer Consulting Group. MMC`s stock (ticker symbol: MMC) is listed on the New York, Chicago, Pacific and London stock exchanges. MMC`s Web site address is www.mmc.com . Marsh`s Web site address is www.marsh.com . Its e-business risk solutions site is www.netsecuresite.com .

About Internet Security Systems (ISS)

Internet Security Systems, Inc. is a leading global provider of security management solutions for the Internet, protecting digital assets and ensuring safe and uninterrupted e-business. With its industry-leading intrusion detection and vulnerability assessment, remote managed security services, and strategic consulting and education offerings, ISS is a trusted security provider to more than 8,000 customers worldwide including 21 of the 25 largest U.S. commercial banks and the top 10 U.S. telecommunications companies. Founded in 1994, ISS is headquartered in Atlanta, GA, with additional offices throughout North America and international operations in Asia, Australia, Europe, Latin America and the Middle East. For more information, visit the Internet Security Systems web site at www.iss.net or call 888-901-7477.

This release, other than historical information, includes forward-looking statements made pursuant to the ``safe harbor`` provisions of the Private Securities Litigation Reform Act of 1995. The risks and uncertainties which could cause actual results to differ materially from those in the forward-looking statements include, but are not limited to, the following: the level of demand for the Company`s products; the volume and timing of orders; product and price competition; the Company`s ability to expand its domestic and international sales and marketing organizations; the Company`s ability to develop new and enhanced products; the Company`s ability to assimilate recent and potential future acquisitions or investments; the Company`s ability to attract and retain key personnel; the growth in the acceptance and use of the Internet and the World Wide Web, particularly by corporate, institutional and government users; the extent to which unauthorized access to and use of online information is perceived as a threat to network security; customer budgets; the assertion of infringement claims with respect to the Company`s intellectual property; and risks concerning the rapid change of technology; and general economic factors. These risks and others are discussed in the Company`s periodic filings with the Securities and Exchange Commission. These filings can be obtained either by contacting ISS Investor Relations or through the Securities and Exchange Commission`s Web site at ``http://www.sec.gov``.

Internet Security Systems is a trademark of Internet Security Systems, Inc. All other companies and products mentioned are trademarks and property of their respective owners.

siscoinvestor

[siscoinvestor]

Monday May 7, 8:57 am Eastern Time

Press Release

SOURCE: Stonebridge Technologies, Inc.

Stonebridge Technologies and Internet Security Systems Join Forces
Alliance Combines Stonebridge`s Infrastructure Solutions With ISS` Managed Security Services

ATLANTA, May 7 /PRNewswire/ -- Stonebridge Technologies, an award-winning technology consulting firm with operations here in Atlanta, today announced that the company is extending its infrastructure service offerings through a strategic alliance with Internet Security Systems (Nasdaq: ISSX - news; ISS), a leading provider of security management solutions for the Internet.

``Security risks are an ongoing source of concern for companies looking to extend their business to the Internet, and we are committed to providing our clients with integrated infrastructure solutions that include superior information security services,`` said Hank Johnson, vice president of Stonebridge Technologies` Enterprise Partner Services. ``Our partnership with ISS enables us to augment our service offering by providing trusted, cost- effective managed security services for the protection of our clients` digital assets.``

Through the alliance, Stonebridge will offer ISS` Managed Security Services that provide clients 24x7 security monitoring and management of their networks from ISS` advanced security operation centers (SOCs). ISS delivers its managed security solutions through an integrated Web interface that provides clients with secure access to logs, summary reports, statistics and around-the-clock support.

ISS has established a leadership position in managed security services and has earned a track record of successfully executing partnerships to bring the services to market. Lehman Brothers noted in a recent financial research report: ``In our view, ISS is one of the best-positioned companies to exploit the growth in managed security services having already built up service capacity with five worldwide SOCs in place.``

``The alliance with Stonebridge furthers our managed security services business and epitomizes ISS` commitment to establishing value-added alliances that deliver critical outsourced security services to our shared clients,`` said Glenn McGonnigle, vice president of MSS partner development for ISS. ``Stonebridge is fast becoming a force in technology consulting services throughout the South Central and Southeast United States, and we are pleased to be associated with a company that is focused on delivering value and return on technology investment for its clients.``

Stonebridge`s technology solutions are built on the ``Three I`s``: Infrastructure, Information and Interaction. The Three I`s form the essential technology building blocks driving the online user experience. Infrastructure includes enterprise servers, data storage, network management and security; Information includes integrating various data sources as well as new technology solutions with legacy business applications; and Interaction comprises client solutions with branding, navigation, complex interaction and e-marketing elements.

About Stonebridge Technologies, Inc.

Stonebridge Technologies is an award-winning technology consulting company serving businesses in the South Central and Southeastern United States. Stonebridge collaborates with clients to architect, develop and deploy enterprise integration solutions that leverage rapid advances in Web-enabled technologies and devices to transform and extend the life of existing business-critical systems. Built on the latest innovations of leading technology partners such as Sun Microsystems and Oracle, Stonebridge`s core skills in enterprise relationship management, business intelligence, and enterprise resource planning help clients increase revenues, gain operational efficiencies and create sustained competitive advantage. Stonebridge has operations in 11 cities: Atlanta, Austin, Birmingham, Charlotte, Dallas, Houston, Nashville, Tampa, Oklahoma City, Orlando and Tulsa. The company`s corporate headquarters is located in Dallas. More information about Stonebridge is available at http://www.sbti.com/.

About Internet Security Systems (ISS)

Internet Security Systems is a leading global provider of security management solutions for the Internet, protecting digital assets and ensuring safe and uninterrupted e-business. With its industry-leading intrusion detection and vulnerability assessment, remote managed security services, and strategic consulting and education offerings, ISS is a trusted security provider to more than 8,000 customers worldwide including 21 of the 25 largest U.S. commercial banks and the top 10 U.S. telecommunications companies. Founded in 1994, ISS is headquartered in Atlanta, GA, with additional offices throughout North America and international operations in Asia, Australia, Europe, Latin America and the Middle East. For more information, visit the Internet Security Systems web site at http://www.iss.net/ or call 888-901-7477.

siscoinvestor

[F 50]

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[F 50]

Ist seit dem Tiefststand von 22.50 am 20010404 um 158% Punkte gestiegen. Die Aktie zeigt schwache Entwicklung in einem fallenden Trendkanal. Es kann von einer weiterhin negativen Entwicklung ausgegangen werden, an der oberen Linie des Trendkanals bietet sich der Aktie Widerstand dar. Die mangelnde Liquidität der Aktie (gehandelt 55% der Tage, durschnittlich 0.00 Mio pro Tag) kann die Analyse schwächen.

[icemen]

Computer Security Companies Take a Hit
Audio/Video
Payne`s Picks: `Don`t Put on the Pom Poms Just Yet, but You Can Still Get Dressed for the Party` - (Yahoo! Finance Vision)



By Elinor Abreu

SAN FRANCISCO (Reuters) - The weight of economic reality has caught up with major computer security companies, erasing the gains that followed the attacks on New York and Washington and the renewed attention on protecting key networks, analysts said.

Shares in major security companies such as RSA Security Inc. (Nasdaq:RSAS - news) and Check Point Software Technologies Ltd. (Nasdaq:CHKP - news) have fallen more than the broad market since the Sept. 11 attacks. And the sector has badly underperformed the Nasdaq composite index since the start of the year.

In part, the optimism that initially surrounded the sector has made the recent market correction in some shares sharper than expected. While new government spending could support sales of security software in coming quarters, the more immediate uncertainty surrounding business investment is pulling shares lower, analysts said.

``It`s nothing specific other than the market adjusting for risk,`` said Israel Hernandez of Lehman Brothers. ``The uncertainties of the next few months -- after all, we are going to war -- has people spooked.``

Hernandez and other analysts forecast more earnings warnings for the third quarter in coming weeks and lowered expectations for the fourth quarter as investors ratchet down expectations for revenues.

RSA, which saw its shares rally after the attacks on the World Trade Center and the Pentagon (news - web sites), on Monday surprised investors by saying orders had been delayed or canceled because of the disruption to businesses after the attacks.

RSA projected a third-quarter net loss of as much as $14 million, or 24 cents per share, compared with analysts` forecasts for a loss of just 4 cents to 6 cents a share.

The earnings warning drove RSA shares down more than 12 percent on Monday, to $10.90, their lowest level in more than two years. RSA has lost 35 percent since Sept. 10, compared with the Nasdaq`s 13 percent loss over that period.

By contrast, Internet Security Systems Inc. (Nasdaq:ISSX - news), one of the sector`s worst performers this year, on Monday stood by its third-quarter guidance for earnings of 1 cent to 3 cents per share excluding unusual charges.

That pushed up ISS shares nearly 28 percent to $12.08 on Monday. But even after that rally, ISS was still down 84 percent on the year, compared with a nearly 40 percent loss in the Nasdaq as of Monday`s close.

In trading on Tuesday, ISS extended its gains, rising $1.86 to $13.94. RSA was unchanged at $10.90.

In recent weeks analysts have cut 2002 revenue growth projections for computer security companies by an average of 8 percent, according to Gene Munster of USBancorp Piper Jaffray. And Munster believes expectations are still too high.

The attacks of Sept. 11 interrupted a month when software and other technology companies usually do a majority of their business, following the slow summer months.

``Couple that with the events of the second week in September, in which a lot of these sales are based on face-to- face contact, with companies basically closing out the deals that week ... that is weighing down many of these companies,`` said Kevin Wagner of Boston-based investment bank Adams, Harkness & Hill.

NETWORK ASSOCIATES STANDS APART

Standouts in the computer security sector have been VeriSign Inc. (Nasdaq:VRSN - news) and Network Associates Inc. (Nasdaq:NETA - news) because of special factors that have skewed their performance, analysts said.

VeriSign shares are up 10 percent since Sept. 11 but down 46 percent for the year to date. Network Associates shares are down 5 percent since the attacks but up 20 percent for the year.

VeriSign, which gets less than a third of its business from security, is diversified and benefits from continued sales of Web address registrations through its Network Solutions division. That has shielded it from the immediate market downturn, analysts said.

Network Associates is making progress in a continuing turnaround effort under a new management team, accounting for its stronger year-to-date performance, analysts said.

``Expectations relative to events were low, thus deterioration in information technology spending will have less of an impact (than on other firms),`` Jordan Klein of UBS Warburg said of Network Associates.

``Plus, antivirus is a significant portion of their revenue, and that`s an area that`s less susceptible to fluctuations in IT spending because you have to have it,`` he said.

Analysts remain bullish on the computer security sector`s longer-term prospects.

``It`s one of those areas that continues to show up as a high priority for spending by customers,`` said Sterling Auty of J.P. Morgan.

As a result of the Sept. 11 attacks, several government contracts with security companies have grown in scope, he said.

``Obviously, this won`t have any impact on the September quarter, but as you look to the latter part of the fourth quarter, and especially into 2002, that`s where we think information technology security vendors will benefit,`` he said.

In addition to increased government spending on security, Wyatt Starnes, chief executive of Tripwire Inc., said he is already seeing companies take steps to lock down their systems to prevent cyber attacks.

Since the Sept. 11 attacks, license purchases have tripled or quadrupled for Tripwire, whose software allows companies to monitor networks for breaches, including stealth ``Trojan-horse programs`` that allow someone to remotely control a system, Starnes said.

(Kevin Krolicki in the Los Angeles bureau contributed to this report.)