Commerce One ---> Quartalszahlen 2/01 - 500 Beiträge pro Seite (Seite 3)

[kostjagarnix]

dausend

[wasistdennnunlos]

@ kostjagarnix:

Unser aller Lieblingswort!

[Anton.Habicht]

gibt es etwas neues zu C1 ?

[Spirit11]

es ist verdächtig ruhig geworden hier.
habt ihr alle keine C1 mehr???
x threads mit jeweils x tausend postings und alles umsonst???

obs was neues gibt? gestern gut gehalten die kleine

sonst schau auf www.stockpoint.com unter cmrc und news nach
mich interessiert das nicht mehr
mich interessiert nur der kurs

[kostjagarnix]

vom Yahoo Board :


Commerce One to gain from Ariba Exit
by: hoffs_2000 08/06/01 05:13 pm
Msg: 180948 of 180967

DJ Commerce One Up 6%; CEO Cuts Service Losses,Analyst Says

Dow Jones News Service ~ August 6, 2001 ~ 3:41 pm EST

(MORE) DOW JONES NEWS 08-06-01

03:41 PM DJ Commerce One Up -2: Contract Wins From Ariba Exit Seen By Pat Maio


Of DOW JONES NEWSWIRES


LOS ANGELES (Dow Jones)--Shares of Commerce One Inc. (CMRC) rose more than 6% Monday, following positive comments made recently by its chief executive officer to analysts at Dresdner Kleinwort Wasserstein.

David M. Garrity, analyst with Dresdner Kleinwort, said that Commerce One`s CEO Mark Hoffman told him Friday afternoon the company`s service operation losses could cease in the third quarter with a profit possible. Turning a profit for the company`s service operation is more likely in the fourth quarter, however, he added.

Commerce One had bought the service operation of Avnet Inc. (AVT) in June 2000, which makes up about 55% of the company`s sales. The company had $101.3 million in revenue in its second quarter ended June 30.

"People have been concerned that the company had excess capacity, which it did, but Commerce One will scale back its services operations pretty significantly," Garrity said.

Commerce One also expects to gain some major wins from rival Ariba Inc. (ARBA) in the public marketplace following Ariba`s exit to concentrate in the private market, Garrity observed. For example, Commerce One stands a good chance of firming up a sizeable contract with Transora, a Chicago-based business-to- business marketplace for the global consumer packaged goods industry, according to Garrity.

Transora uses the Internet as a one-stop repository of product information that enables manufacturers and retailers to synchronize product information online, eliminating order and invoice errors and costly rework.

Commerce One executives were not immediately available for comment.

Shares of Commerce One recently traded Monday at $4.01, up 22 cents, or 6%, on volume of 1.4 million, compared with daily average volume of 4.7 million.

The stock hit a 52-week low of $2.99 on June 20, while hitting a year-high of $84.13 on Sept. 29

das "kostjagarnix", der noch investiert ist

[DK41282]

Auch die Konkurenz hats schwer...
08.08. 15:14
B2B-Player befindet sich in Verzug?
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(©BörseGo - http://www.boerse-go.de)

Nach unbestätigten Meldungen sollen Channel Checks von DB Alex. Brown ergeben haben, dass Mangusitics hinter seinem Plan bezüglich Auftragseingang zurückliegt. Um die Planzahlen zu erreichen, müsste das Unternehmen gegen Ende des Quartals eine signifikante Anzahl an Aufträgen gewinnen.



09.08. 11:25
BEA Systems auf 2-Jahres-Tief
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(©BörseGo - http://www.boerse-go.de)

Die Aktien des Softwareanbieters BEA Systems fielen am Mittwoch auf ein Tief, dass nahe dem 2 Jahres-Tiefstkurs liegt. Grund hierfür ist John McPeake, Analyst bei Prudential Securities. McPeake senkte sein 12-Monatskursziel auf $25 von zuvor $41. Darüber hinaus könne BEA nur noch mit 35% per anno wachsen, ursprünglich waren 60% prognostiziert worden.

Die Aktien fielen um mehr als 12% oder $2.67 auf $19.79. Dies ist der tiefste Stand seit November 1999.


Und ITWO hat erneut eine SKS Formation aufgebaut....Kursziel 5$-6$

[kostjagarnix]

Studie belegt: Integrationsbedarf von ERP-System unverändert hoch


38 Prozent der befragten Unternehmen planen aktuell die Integration von Marktplätzen mit ihren Enterprise Resource Planning (ERP) Systemen. Weitere 18 Prozent suchen nach einer Lösung für die Integration ihrer Online-Shops mit dem ERP-System. Eine Umfrage des Fraunhofer Institutes zum Thema E-Business ergab, dass der Integrationsbedarf bei Internet-Anwendungen in den Bereichen Shops, elektronischer Datenaustausch, Web-Enabling sowie Marktplätzen unverändert hoch ist.

Das Ergebnis der Umfrage stützt die These der zur Zeit noch unzureichenden Integration von ERP-Systemen mit Internet-Anwendungen. Heute sind im Schnitt lediglich 18 Prozent aller Internet-Anwendungen an das unternehmensinterne ERP-System angebunden. 38 Prozent der Unternehmen planen auch künftig keine solche Anbindung.

Integrationsplattformen können heute die technischen Hürden überwinden. Damit lassen sich sowohl neue Internet-Anwendungen als auch Customer Relationship Management (CRM) oder Supply Chain Management (SCM) in vorhandene Systeme einbinden. (as)

[icemen]

Software stocks fall as brokerages predict gloom
NEW YORK, Sept 26 (Reuters) - Software stocks took a pounding on Wednesday after three influential Wall Street brokerage firms cut their earnings estimates across the board and signaled that sales might not pick up until 2003.
ADVERTISEMENT



Merrill Lynch, Prudential Securities and U.S. Bancorp Piper Jaffray reduced their financial outlook for the third quarter and full-year 2001 and 2002 for virtually every software company they cover, citing weakness in the U.S economy, the near standstill in software spending and the knock-on effect of last week`s attacks on the United States.

``We are expecting the environment for application software to continue deteriorating, a change from our previous forecast,`` U.S Bancorp Piper Jaffray said. ``We now believe that the downturn will be more prolonged, and that a meaningful recovery may not begin until early 2003.``

Previously, software stocks were expected to bottom out in the quarter ending in September, the brokerage firm said.

Software stocks fell sharply across the board.

Business-to-business software companies were hit particularly hard. i2 Technologies Inc. (NasdaqNM:ITWO - news) fell 11.7 percent, or 46 cents to $3.48. Commerce One Inc. (NasdaqNM:CMRC - news) was off 9 percent, or 23 cents to $2.34 and Ariba Inc. (NasdaqNM:ARBA - news) was down 5.61 percent at $1.85. Web infrastructure software provider, BEA Systems Inc. (NasdaqNM:BEAS - news) was down 31 cents, or 2.87 percent, to $10.48.

The Standard & Poor`s computer software index (^SPCMSF - news) was down 2.4 percent.

Market leaders such as Oracle Corp. (NasdaqNM:ORCL - news), Siebel Systems Inc. (NasdaqNM:SEBL - news) and PeopleSoft Inc. (NasdaqNM:PSFT - news) will fare best, while smaller e-commerce, Internet and enterprise software firms will continue to struggle, the analysts said.

Certain niche areas, such as security, storage management and disaster recovery, could see a pick up in sales in the wake of the attacks on New York and Washington, the analysts added.

Despite that, PeopleSoft shares were off 5.83 percent, or $1.16, to $18.74. Siebel fell 3.42 percent, or 49 cents at $13.84 and Oracle was off 1.8 percent, or 23 cents, at $12. Disaster recovery firm Comdisco Inc. (NYSE:CDO - news) up 3.7 percent at 56 cents.

Merrill said it cut its earnings and revenue estimates on most of the names in its software portfolio including Ariba, BEA, Commerce One, E.piphany Inc. (NasdaqNM:EPNY - news), i2 Technologies and webMethods Inc. (NasdaqNM:WEBM - news).

``While preliminary, mid-quarter channel checks were indicating yet another challenging quarter ... the attack on the World Trade Center and the subsequent economic turmoil, have served to amplify the challenges,`` analyst Chris Shilakes said in a research note to clients.

Shilakes also reduced estimates for three of the bigger software firms -- PeopleSoft, Seibel and Peregrine -- although he noted that in the longer term, ``we believe these leading vendors will weather the storm.``

U.S Bancorp Piper Jaffray said it lowered its estimates on all the software companies within its coverage universe, with the exception of Oracle. Among the companies cut included Ariba, Commerce One, E.piphany, Informatica, Niku Corp. (NasdaqNM:NIKU - news) and JDA Software Group (NasdaqNM:JDAS - news).

``We continue to expect larger, market-leading vendors to do relatively well, at the expense of smaller vendors,`` the firm said.

Prudential reduced its estimates for E.piphany, Interwoven Inc. (NasdaqNM:IWOV - news), PeopleSoft, Siebel and Vignette Corp. (NasdaqNM:VIGN - news).

[Captain_Hollywood]

Ariba, Commerce One - Software vor neuen Tiefs?
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http://www.boerse-go.de)

DB Alex. Brown ist der Meinung, dass viele Aktien von Software Unternehmen in den kommenden Quartalen auf Grund schwachen Fundamentandaten neue Tiefstände markieren könnten.

Aktien mit hohen Risiko seien lt. der Investmentbank:

Commerce One
Ariba
Extensity
Docent
i2 Technologies
Evolve
Marimba

Mittleres Risiko:

Agile Software
BEA Systems
Oracle
Tibco Software
Mercury Interactive
Cognos

Geringes Risiko:

Webex
Business Objects

[mr007]

wen db alex b. die branche so negativ sieht, werde ich mal erste pos. bei manu aufbauen!
viel glück mr007

[boerseaugsburg]

eScout Cuts 45 Percent Off Purchasing Costs for Trading

Partners; E-Marketplace Delivers Rapid Return on Investment for Mainstream Businesses

Business Editors/High-Tech Writers

PLEASANTON, Calif. & LEE`S SUMMIT, Mo.--(BUSINESS WIRE)--Oct. 3, 2001--eScout(SM), a leading e-business solutions provider for mainstream companies, is helping customers reduce purchasing costs and improve relationships with business partners and suppliers with the help of Commerce One, Inc. (Nasdaq:CMRC), the e-marketplace company. Leveraging Commerce One MarketSite(TM), the e-marketplace operating environment, eScout is providing business members access to goods and services needed to operate their businesses efficiently, saving time and money, while increasing revenue for eScout suppliers.

With a combined purchasing power in excess of $5 billion, eScout`s 75,000 buyers connect to more than 100 suppliers and can save:

-- 5 to 25 percent on the purchase of indirect materials

-- 25 to 50 percent on inventory carrying costs

-- 50 to 65 percent on administrative costs

Building on this success, eScout`s customer base continues to grow, as new members join at a rate close to 300 per week, up from 100 per week just a year ago.

"Commerce One`s e-marketplace solutions provided a platform for us to build our interfaces for supplier enablement and supplier development. eScout effectively addresses the critical needs of our suppliers with catalog data management and marketing opportunities to new trading partners," said Sandy Kemper, founder and CEO of eScout. "Commerce One is helping to create new revenue sources for marketplace operators and thus increasing liquidity in e-marketplaces."

In the first year of implementing Commerce One MarketSite, eScout`s transactions have more than doubled, increasing by 108 percent. Suppliers have gained access to new markets, while selling within a secure and qualified member community. eScout has grown its footprint of participating suppliers from 10 to more than 100 including Office Depot, Compaq, Gateway and Boise Cascade Office Products. In addition, the number of buyers increased from 5,000 to more than 75,000 including major corporations such as Interstate Brands Corp. (IBC), the largest national wholesale baker and distributor of fresh delivered bread, including Home Pride, Wonder and Hostess.

"eScout is becoming an invaluable cost and time saving tool for our business," said Brian Stevenson, senior vice president of Purchasing for IBC. "Since joining, we have been able to eliminate the once time-intensive process of managing suppliers and conducting product searches and price comparisons. eScout now provides all of these services and more in one stop."


http://quote.bloomberg.com/fgcgi.cgi?T=marketsquote99_news.h…

[boerseaugsburg]

Interoperability Across E-Markets


Banker and entrepreneur says B2B e-commerce thriving, calls for intermarket trust

By GARY H. ANTHES

Alexander “Sandy” Kemper, chairman of the Global Trading Web Association


(October 01, 2001) The death of business-to-business e-commerce has been greatly exaggerated, says Sandy Kemper, who in July was elected chairman of the Global Trading Web Association, the board council for the Global Trading Web (GTW).
Corporate members of the association, such as Cable & Wireless PLC, Citigroup Inc., Commerce One Inc., Deutsche Telekom AG, Mitsubishi Electric Corp. and PricewaterhouseCoopers, have seen their respective e-commerce activities grow 400% to 500% annually, Kemper says.

But to keep the e-ball rolling, participants must now work together to establish interoperability across markets, not just within their own markets, says Kemper, who is also CEO of eScout LLC, a Lees Summit, Mo.-based B2B exchange. Kemper recently discussed these issues with Computerworld`s Gary H. Anthes.


What are the immediate goals for the GTW? The first is to manifest success in the [individual member] marketplaces. How do we measure that? Transaction volumes, revenues and cost savings. The second goal is to make more robust the interoperations that are across the various marketplaces.

How are these marketplaces doing now in terms of transactions, revenue and cost savings? Very few [electronic] marketplaces around the world have lived up to their own projections, in part because everyone was too optimistic about how quickly cultural change would take place in the way people were procuring. But clearly, change is taking place. Transactions are up, revenues are up. [GTW] has never announced revenue and transactions as an entity. But you`ll soon see an announcement that will be fairly stunning.


What advice would you offer a company that`s about to embark on a business-to-business e-commerce initiative? The implementation of e-commerce in any company must be driven by top management. We are talking about significant bottom-line savings, but sometimes those savings come at a cost to the existing structure and to the people in that structure. There`s cultural resistance and fear. You can take a lot of menial, manual work out of the purchasing department. But to think that this is something that`s going to be quickly adopted in the purchasing department is probably false without strong support from the top.


How can you achieve the interoperability across marketplaces that you are seeking? The technological problems have gone a long way to being solved. What`s important now is the business rules. The creation of trust is perhaps the most important mandate we have today inside the GTW, a trust that will enable us to build business relationships that will cause intermarketplace trade.


Does that include security? Security is part of trust. We have to maintain security and privacy, and there has to be economic standards for intermarketplace trade. If I sell this in your marketplace, how will you treat my buyer? And if a buyer from your marketplace is transacting with a supplier in mine, how will I treat that buyer? How will you treat my supplier? And it can`t be a closed environment. It`s de facto evidence of lack of trust if you don`t open up to everyone. Rules for interoperability have more to do now, I believe, with the basics of business and less with the basics of technology.


Still, we hear about battles between electronic data interchange (EDI) and XML. EDI and XML aren`t incompatible. You can take EDI and wrap it in an XML wrapper and move it into an XML-based system and be just fine. We want to make possible transactions in EDI, XML, even paper-based transactions - flat-file transactions. We have to make sure we are not putting up any barriers to entry.


Why is the GTW now becoming independent from its creator, Commerce One? [Commerce One] created the GTW operating on [its] platform. Now the GTW has reached enough critical mass to stand on its own, and the GTW recognized it must be open to all marketplace operators, not just those on [that] platform. We have to make sure our interoperability standards are not specific to any particular technology. So that`s Ariba, Oracle, SAP - any technology platform.


In speeches, you have consistently been the champion of the little guys, the small and midsize companies. It`s not just because I like the little guy. Small and midsized enterprises [represent] 65% of the [U.S.] economy. You can build giant applications for giant corporations and still only get 35% of the economy. So no [GTW] e-procurement or e-commerce plan will be complete without full inclusion of the second-, third- and fourth-tier manufacturers and suppliers in the supply chain.


Is there a danger that won`t happen? Yes. . . . But eScout exists because we have [served] those little guys. I have 16,000 or 17,000 buying corporations in our marketplace, and I am seeing increased [spending] and increased transactions. Every week this year, we set a new record.

For more coverage and information related to this topic, head to the following Knowledge Centers:

• E-Commerce

• Supply Chain/ERP

http://www.computerworld.com/cwi/story/0,1199,NAV47_STO64313…

[Slobo]

Hallo boerseaugsburg!

Bin nicht so fit in englischer Sprache, da ich nicht aus Deutschland bin und nie direkt Englisch-Unterricht hatte. Vielleicht kannst du die letzten Postings mit 3-4 Sätzen in deutsch erklären?! Wäre toll von dir! Und bitte deine Einschätzung bezügl. C1 in den nächsten 2 Jahren.
Danke!

[boerseaugsburg]

hallo slobo,

dieser aktuelle artikel nachstehend sagt aus, dass c1 in 2002 den break even erreichen wird. für mich war hier der letzte satz entscheidend, dass hierzu kein frisches geld benötigt wird. man sollte auch nicht vergessen, dass in 2003 oder 2004, nach der profitabilität dieser megaplattform covisint, der börsengang anstehen wird. hierzu gibt es auch einen aktuellen artikel nachzulesen. weitere plattformen werden folgen. der b2b bereich steht erst am anfang und wird in den nächsten jahren den markt klar outperformen, das ist zumindestens meine heutige einschätzung. b2b ist und bleibt ein wachstumsmarkt schlechthin. sogar in meinem unternehmen handeln wir bereits mit der plattform einer commerce one. dazu habe ich hier bereits einige artikel gepostet. auch habe ich mir eine ariba bei 1,48 usd und eine veticalnet bei 0,40 usd nachgekauft. auch eine verticalnet hat wieder einen deal abgeschlossen und steht heute bei 0,90 usd. sollte sich fundamental nichts ändern, werde ich die nächsten jahre keine share einer c1, ariba und verticalnet verkaufen. ich hoffe nur, dass das q3 ergebnis am 17.10.01 einiger massen ordenlich ausfällt. von einer umsatzsteigerung muss man ausgehen, da ja sonst kaum der break even in 2002 erreicht werden kann. und eines kannst du mir glauben, ich lese jeden artikel bzw. news einer c1 und diese mehren sich ja wieder in den letzen monaten massiv.

Commerce One increases layoff count
By Reuters
October 1, 2001, 7:10 a.m. PT
Software maker Commerce One said Monday that it had laid off more staff than earlier announced, and stuck by its plan to break even at earnings-per-share level by the second quarter of next year. Recognizing that the September quarter had been tough, Chief Executive Mark Hoffman said he would adjust the cost base to revenue.

The company, which makes Internet marketplaces for companies to trade goods and streamline internal business processes, said earlier it would lay off 10 percent of its work force, but Hoffman said the percentage was higher. "It`s a little more. It`s probably greater than 15 percent," he said." We`ve drifted down on attrition and rationalization. We`re very careful hiring." He also stood by his forecast to break even in 2002, despite the tough business climate, and said it would not need fresh cash to reach profitability.

wenn du mit dem englischen ein wenig probleme hasst, kannst du dir das über folgendes programm übersetzen lassen. einfach den text hineinkopieren und das gewünschte anklicken:

http://world.altavista.com/

gruss ba

[esla]

Das mit dem Wachstum im B2B kann man nur unterstreichen. Laut der IT-Beilage in Financial Times Deutschland sind die Umsätze im letzten Quartal (d.h. in gerade einmal 90 Tagen) um 45% gestiegen; dies sind aufs Jahr bezogen 1,45**2 und somit über 300%.

Umgekehrt sinken aber die Aktienkurse der B2B-Aktien. Eine solche Divergenz kann keinen Bestand haben. Dies gilt insbesondere, wenn man sie mit den unendlich teureren Biotech-Aktien vergleicht, deren Erträge unsicherer sind, noch sehr viel weiter in der Zukunft liegen und unter Mehrfachentwicklungen leiden werden (in spätestens drei Jahren kündigt z.B. die hunderste Firma an, dass sich auch kurz vor der Markteinführung einer neuen Potenzpille usw. steht).

[Captain_Hollywood]

Commerce One (CMRC) 2.84 -0.05: Company warns for Q3; expects revenues of approximately $80-$83 million versus the consensus estimate of $92 million; sees Q3 net loss in the range of $0.24-$0.25 per share versus the consensus estimate for a net loss of $0.23 per share.

[crazy_coco]

Commerce One mit Gewinnwarnung
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http://www.boerse-go.de

Nach Börsenschluß verkündete das ehemals hochbeliebte B2B-Unternehmen Commerce One eine Umsatz- und Gewinnwarnung, die weitere Hoffnungen, der ehemalige Highflyer könne sich bald erholen, zunichte machte.

So erwarte man für das laufende Quartal einen Verlust von 24-25 Cents/Aktie bei einem Umsatz zwischen 80 und 83 Mio $. Analysten hatten bislang mit 90,6 Mio $ Umsatz und 23 Cents/Aktie Verlust gerechnet.

Das Unternehmen machte "schwache wirtschaftliche Konditionen" für den schwachen Ausblick verantwortlich.

[boerseaugsburg]

das wars wohl - bei den letzten zahlen ist man noch von einem umsatz von 100 mio usd. ausgegangen. bei 25 cent verlust je share u. 285 mio shares sind das satte 71,25 mio usd verlust für das q3.

[Eboerse]

Vor Zwei Wochen hat Hoffman verlautbaren lassen man würde im Quartal 2,2002 Gewinne zu schreiben.Gleichzeitig die bekanntgabe man hat die letzten Zwei Wochen keinerlei Verkäufe getätigt.Das hätte er sich schenken können,die Umsatzwarnung war nie klarer.
Mein Tip,Chapter 11 im Quartal 1,2002,dann gibt es keinen Cash Flow mehr.

[DK41282]

@ all

also wenn ihr an B2B glaubt dann steigt endlich auf ITWO um !!!!

------------------------------------------
04.10. 09:12
Gerüchte: i2 Technologies und EDS
(©BörseGo - http://www.boerse-go.de)
I2 Technologies konnte im gestrigen Handelsverlauf um über 21% zulegen, da Gerüchte im Markt
kursieren, das B2B Software Unternehmen werde keine negative Vorab-Veröffentlichung der
Quartalszahlen vornehmen müssen, und könne sogar die Earnings-Erwartungen übertreffen.

[crazy_coco]

Commerce One: CEO gibt Zukunftsausblick
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(©BörseGo - http://www.boerse-go.de

Der ehemalige Top-Highflyer im B2B-Segment, Commerce One, stellte heute nach Börsenschluß ein umfassendes Restrukturierungsprogramm vor. Nach diesem sollen ungefähr 1300 Arbeitsplätze wegfallen, um Kosten einzusparen. An einer intensiven Forschungs- und Entwicklungsarbeit wolle man aber festhalten, so das Unternehmen. Man müsse Lösungen anbieten, die mit den steigenden Anforderungen der Kunden in Einklang stünden, so ein Unternehmenssprecher.

Commerce One plant nach eigenen Worten, die Stellenstreichungen während des Q4 abzuschließen. Am Ende des Q3 (September) beschäftigte man noch 2800 Arbeitskräfte.

"Wir halten an unserem Ziel, unseren Kunden die Produkte und Dienstleistungen zur Verfügung zu stellen, die sie brauchen, um erfolgreich zu sein", so Commerce One-CEO Mark Hoffman. "Während wir konsequent weiter in unsere Produktionslinien investieren, sehen wir uns gut gerüstet, um im aktuellen Wirtschaftsklima bestehen und, was noch wichtiger ist, während eines Aufschwunges bestehen zu können", erklärte er weiter.

Commerce One Aktien konnten heute 6,38% auf 3,5$ gewinnen

[crazy_coco]

US Trackbox - http://www.boerse-go.de/

Der Aktienkurs von Commerce One (CMRC) hat heute um 12% auf 3,12 $ nachgegeben. Dresdner Kleinwort hatte die Aktie erneut mit Buy und einem Kursziel von $4 bestätigt.

Anbei der langfristige Tageschart von Commerce One. Der tertiäre Abwärtstrend konnte signifikant nach oben gebrochen werden. Am langfristigen sekundären Abwärtstrend scheiterte die Aktie jedoch. Heute brach die Aktie auf zeitweise 2,99 $ ein. Genau hier verläuft eine Unterstützungszone.