Peoplesoft - Vorschläge? - 500 Beiträge pro Seite

[Dorfscheriff]

Ich halte z.Z. 1000 Peoplesoft Aktien.
Mich würde interessieren ob die außer mir noch jemand hat. Ich spiele mit dem Gedanken rauszugehen bevor sie minus rutschen.

Würde mich über andere Meinungen freuen.

[TheHun]

Hallo Dorfscheriff,

leider ist mein Geldbeutel nicht dermaßen gut bestückt, daß ich mir gleich 1000 peoplesoft leisten könnte, allerdings hab ich auch ein paar in meinem Depot. Meiner Meinung nach, dürfte es für peoplesoft mittel- bis langfristig nur eine Richtung geben: nach oben. Zwar ist die Aktie in den letzten Tagen nicht besonders gelaufen, dies dürfte allerdings auf das allgemein schlechte Umfeld zurückzuführen sein ( insbesondere auf den Absturz von baan; solch ein Rückgang strahlt zwangsläufig auch auf die direkten Konkurrenten aus). Soweit nun jedoch davon auszugehen ist, daß baan weg vom Fenster ist, dürften sich die kommenden Aufträge letztlich nur noch zwischen SAP und peoplesoft aufteilen.
Alles in allem schließe ich mich der Meinung von Heiko Thieme an, und bin sehr zuversichtlich für diesen Wert. Also drinn bleiben.

MfG.

[TheHun]

Ein weiter Grund in peoplesoft zu bleiben; das sind doch gute Nachrichten und dürfte auch den rasanten Anstieg erklären:

Thursday January 6, 4:00 am Eastern Time

Company Press Release

PeopleSoft Announces Preliminary Fourth Quarter
Results

Licensing Activity Shows Strong Sequential Growth

PLEASANTON, Calif.--(BUSINESS WIRE)--Jan. 6, 2000--PeopleSoft, Inc. today announced preliminary results for the
quarter ended December 31, 1999, which include the results of The Vantive Corporation. PeopleSoft completed its acquisition
of Vantive on December 31, 1999 and anticipates that the merger will be accounted for as a pooling of interests.

License revenues for the fourth quarter of 1999 are expected to increase sharply over the third quarter of 1999 both for
PeopleSoft enterprise business software and for Vantive customer relationship management (CRM) software. Specifically,
PeopleSoft expects to report that fourth quarter license revenues for the combined company will increase 35% to 40% over the
combined license revenues of the previous quarter. Fourth quarter license revenues for the enterprise software business are
expected to grow 30% to 35% from the previous quarter. Fourth quarter license revenues for the CRM business are expected
to grow 50% to 60% from the previous quarter.

PeopleSoft also expects that a reduction in combined service revenues of up to 5% in the fourth quarter compared to the
previous quarter, primarily due to lower licensing activity in prior quarters, will largely offset the increase in licensing revenues.
As a result, PeopleSoft estimates that the combined earnings per share from recurring operations will be in the range of
approximately $.02 to $.04 per share in the fourth quarter.

In addition, the fourth quarter of 1999 will include charges in connection with the merger in the range of $50 million to $70
million, and other income will include gains from the sale of equity investments in the range of $45 million to $50 million.

Final results and additional information regarding the fourth quarter will be released in early February at which time PeopleSoft
will host a conference call.

About PeopleSoft

PeopleSoft (Nasdaq:PSFT - news) is a world leader in enterprise application software. PeopleSoft provides eBusiness
applications for customer relationship management, human resource management, financials, and supply chain, along with a
range of industry-specific solutions. For more than 4,000 customers, PeopleSoft applications offer greater flexibility, rapid
implementation, scalability across multiple databases and operating systems, and lower cost of ownership. Customers include
some of the largest multi-national organizations in the world, as well as small- and medium-size businesses. All PeopleSoft
software products are backed by PeopleSoft Advantage Customer Service, a comprehensive consulting, education and
technical support program. Headquartered in Pleasanton, California, PeopleSoft (www.peoplesoft.com) employs more than
7,000 people and had 1998 revenues of $1.5 billion.

PeopleSoft and the PeopleSoft logo are registered trademarks. All other company and product names may be trademarks of
their respective owners. Copyright (c) 1999 PeopleSoft, Inc. All rights reserved.

This press release contains forward-looking statements based on the current expectations or beliefs of the management of
PeopleSoft regarding revenues and other results of operations in the fourth quarter. These results are preliminary and unaudited.
Actual results could differ materially for a variety of reasons, including without limitation, the final determination and audit of
revenues, revenue-related and other accounting adjustments, operating expenses, valuation reserves, effective tax rates, and
costs associated with the merger.


MfG.

[Riddick]

Auf jeden Fall hat SAP aber die Jahr-2000-Krise besser gemeistert als seine Konkurrenz. Baan steht offenbar kurz vor dem Aus, und auch erfolgreichere Mitbewerber wie Peoplesoft müssen in die Trickkiste greifen, um ihre Zahlen schönzureden: Das kürzlich gemeldete Umsatzplus von 40 Prozent bei Peoplesoft bezieht sich auf den Vergleich des vierten mit dem - traditionell schwachen - dritten Quartal. Im Vergleich zum Vorjahresquartal hätte ein Minuszeichen in der Bilanz gestanden.

Gruß Riddick

[NoamX]

Ich würde nicht unbedingt auf Peoplesoft setzten. Richtig dürfte sein,
daß der Markt für ERP und andere Standardsysteme wieder besser laufen
wird, jedoch sind Firmen wie Siebel (hat Vantive schon immer an die
Wand gedrückt) und I2 mit ihrer B2B integration durch www.tradematrix.com
in dem neu eröffneten High-Tech Marketplace sehr viel besser positioniert.
Eventuell würde ich noch auf Manugistics schauen....

NoamX

[VHS]

Hallo ERP - Freunde.

Ein weiterer großer Player im ERP- Spielfeld ist JDEDwards (JDEC.com)
JDEC konnte nach Bekanntwerden der SAP-Zahlen um 20% zulegen und damit den Berecih zwischen 27 und 31$ verlassen.

Fakten :
5000 Mitarbeiter
Umsatz knapp 1 Millarde$ (nach SAP & Oracle Plartz 3 im Lizenzumsatz für ERP -Software vor Peoplesoft und Baan)
Break Even in 1999
Gutes Q4 (siehe Artikel-Dow Jones)
Erwartung für 2000 von 6 Cent auf 20 Cent pro Aktie angehoben
Bei positvier Überraschung für Q1 -> Kurssprung um 20-30%

Strategische Allianzen mit Ariba (2B) & Siebel (CRM)
Kauf von Numetrix in 99 (Supply Chain wie I2 Tech.)

Nachrichten:
Tech shares snap three-session rut
Hosted by CBS MarketWatch, 1/7/2000 05:16 PM

J.D. Edwards Agrees To Resell Tradex Tech Platform (ARIBA)
Dow Jones, 1/6/2000 01:06 AM

J.D. Edwards, TRADEX Join Forces to Expand Digital Marketplaces in Business-to-Business eCommerce


J.D. Edwards Debuts New Level of Speed and Flexibility for Delivering E-Business Enabled Enterprise Applications Worldwide


Microsoft`s Bill Gates to Keynote Annual J.D. Edwards User Group Conference

MOUNTAIN VIEW, Calif. (Dow Jones)--Ariba Inc. (ARBA, news, msgs) said Tradex Technologies will receive investments totaling $60 million from American Express Co. (AXP, news, msgs), Chemdex Corp. (CMDX, news, msgs), Electronic Data Systems Corp. (EDS, news, msgs) and J.D. Edwards & Co. (JDEC, news, msgs).

------------
letztes Quartalsergebis:

NEW YORK -(Dow Jones)- Shares of J.D. Edwards & Co. were higher Thursday after the software maker posted better-than-expected software-license revenue in its fourth quarter and gave a bullish outlook for license growth next year.


At the close of trading, the stock (JDEC) was up $2.063, or 6.9%, at $32.


J.D. Edwards, a maker of enterprise resource-planning, or ERP, software, late Wednesday reported net income came to $130,000, or break-even on a per-share basis. However excluding acquisition-related costs, the company said it would have posted earnings of $3.8 million, or three cents a share. The mean estimate of 11 analysts surveyed by First Call/Thomson Financial was for a loss of one cent per share.


Revenue in the latest quarter fell 16% to $257.6 million. But license revenue, a key indicator of a software firm`s health, rose 35% to $101 million, analysts said.


Robertson Stephens analyst Kash Rangan said he had been looking for license revenue of $90 million in the fourth quarter, while CIBC World Markets` Scott Phillips had forecast license revenue of $93.3 million.


"We saw significant improvement from the July quarter to the September quarter," Rangan said. "So it does appear we`re past the bottom stage in terms of the worsening of the ERP market."


However the company had fourth-quarter services revenue of $156 million, $8.4 million below Rangan`s estimate, which he attributed to few companies implementing ERP software in the shadow of Y2K.


J.D. Edwards and some other ERP software firms have struggled in 1999 as they were slow to shift to Internet-related software and were stung by cutbacks in ERP spending as many corporations focused their money and staff on addressing Y2K issues.


In fact, J.D. Edwards told analysts that visibility for the first quarter of fiscal 2000, which ends January, is still cloudy because of Y2K.


Analysts said the Denver-based company is outsourcing more of its software implementation and changing how it accounts for third-party work, a move that promises to boost margins but cut total service revenue next fiscal year.


Rangan cut his fiscal first-quarter revenue estimate to $233 million from $245 million and lowered his 2000 service revenue goal to $660 million from $738 million.


But during a conference call late Wednesday, J.D. Edwards executives said it expects fiscal 2000 software-license revenue growth in the range of 20% to 25%.


That`s well above Wall Street`s previous forecasts, which ranged from 10% to 17%.


"That has got to come from their observation that the pipeline is bigger than it was a year back," Rangan said, and that looking past "the Y2K-fear stage they see a return to normal purchasing behavior."


Analysts said the result is a remixed revenue picture for 2000 - less total service revenue, but higher margins in that business coupled with more high-margin software-license revenue.


The change led analysts to bump up earnings estimates for fiscal 2000. Rangan raised his estimate to 25 cents a share from six cents, while Phillips raised his view to 22 cents from 12 cents.


Phillips also raised his investment recommendation to "strong buy" from "hold," saying J.D. Edwards` partnerships with Ariba Inc. (ARBA) for e-procurement software and Siebel Systems Inc. (SEBL) for sales-force automation software fill the gaps in its offerings and better positions J.D. Edwards in the sizzling e-business space.

Gruß

[Dorfscheriff]

Habe mich für Stoppkurs bei 22 $ entschieden. Hoffe aber trotzdem au weitere Kurssteigerung.

[VHS]

Hallo Leute.
Nochmal mein Vorschlag = Tauscht in JDEdwards.
Heute 20% Plus in NASDAQ auf 38$, in der Spitze 43$
Kursziel 75$

Anbei Reutersmeldung !

NEW YORK, Jan 11 (Reuters) - The Shares of business software maker J.D. Edwards & Co. <JDEC.O> rose to a 12-month high on Tuesday after a Wall Street analyst raised his rating on the company.

Steven Kohn, an enterprise application software analyst for SoundView Technology Group, raised J.D. Edwards to strong buy from buy. He also set a price target of $75 for the company.

J.D. Edwards` shares were up nearly 23 percent, 7-1/4, at 38-13/16 after hitting a high of 43 earlier in the day. Its previous 12-month high was 33-1/4.

Kohn also set a fiscal 2001 profit estimate of a 47 cent share for the company, while maintaining his fiscal 1999 estimate of a 7 cent share loss and his fiscal 2000 forecast of a 25 cent share profit. He could not immediately be reached to provide comment on his estimates.

Also on Tuesday, AMX International said J.D. Edwards certified the AMX Application Adapter, which offers features such as secure log-ons and Web tools, for use with J.D. Edwards OneWorld database software.

((--Mark Weinraub, New York Equities desk 212-859-1700))

REUTERS