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    Docent(DCNT)<--E-Learning!!!Docent mehr Potenzial als Saba!!!Docent Sehr gute News!!! - 500 Beiträge pro Seite

    eröffnet am 01.11.01 14:20:58 von
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     Ja Nein
      Avatar
      schrieb am 01.11.01 14:20:58
      Beitrag Nr. 1 ()
      Wkn 929986
      Book Value bei Docent 1,87$!
      aktueller Kurs 1,75$!

      Cash 80 million$!!!


      It`s time investors learn e-learning
      Commentary: Software firms may get respect


      By Mike Tarsala, CBS.MarketWatch.com
      Last Update: 12:56 AM ET Oct. 31, 2001




      SAN FRANCISCO (CBS.MW) -- E-learning software makers Saba Software, Click2learn and Docent are expected to announce some big victories this week, putting them closer to attaining that one element that would finally earn them some respect on Wall Street -- profits.

      Meeting financial goals has been a heavyweight task for all three of these welterweight companies -- especially in recent months. While sales growth rates and customer orders have slipped, so have their stocks.


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      The ugly share losses got even worse after Sept. 11. Saba`s stock (SABA: news, chart, profile) has been cut by a third, and Docent`s (DCNT: news, chart, profile) is down nearly by half. Click2learn`s (CLKS: news, chart, profile) held up far batter, but it still has lost 9 percent. Meanwhile, shares of heavily traded Nasdaq companies including Cisco Systems (CSCO: news, chart, profile) and Oracle (ORCL: news, chart, profile) rose in October.

      Opportunity?

      As this group trudges a bumpy road to profitability, many potential pitfalls could derail any or all of them in this time of uncertain customer spending.

      But some say there`s also chance for sizable share gains in the thinly traded stocks. Why? Saba, Click2learn and Docent stand to benefit as large business customers slash travel for employee training, turning instead to online training software.

      "It`s a no-brainer that e-learning will benefit from our current geopolitical and economic environment," said Edgar Bierdeman, analyst with Moors Cabot in San Francisco. "It`s wise to buy a basket of these companies. They`re not going out of business."

      Big market

      E-learning online is a $4 billion to $5 billion market, part of that being software sales, according to International Data Corp., a market research firm in Framingham, Mass. The market could increase to as much as $15 billion in 2005, and any one or all of the companies could become major players.

      In meetings with CBS MarketWatch.com, representatives of all three e-learning software makers reiterated in recent days that they remain on track toward their profit goals, in light of a possibly weak fourth quarter. And they said they`ve already signed some key business in October, which should help them meet their targets.

      Even though earnings success has been elusive, it doesn`t make sense that shares of a company like Saba are "trading like they`re going out of business," Bierdeman says. To the contrary, Saba`s still very operational. It`s about to announce one of its largest customer deals ever this week.

      The company`s management says that 88,000 General Motors employees are using Saba software through GM University, the automaker`s internal training program. Based on the 5 million database records linked in the system, it`s the largest deployment of Saba`s software ever.

      Big deal

      Saba previously announced it was working with GM, but it provided few details about the scope of the business arrangement. The company confirms that the seven-figure deal is one of Saba`s largest, and much larger than its average deal size of $300,000.

      The company`s software will help GM offer about 1,300 courses online -- everything from managerial training, to technical education to briefings on new car models. There`s additional business available if GM plans to expand the classes available to dealerships.

      Meanwhile, Saba released a new version of its flagship software earlier this week that executives say will make it more competitive with Click2Learn. The software includes the system for hosting classes online, developing content, as well as for hosting informal educational meetings outside the online classroom.

      "We`re going with our software to large organizations, asking them how much they`re spending on training, then telling them that we can cut that cost by 30 to 40 percent within a year," said Bobby Yazdani, Saba`s founder and chief executive.

      Making strides

      Yazdani says the company continues to make progress toward its profit goals. He expects the company to break even on a cash basis within six months. Until that point, Yazdani says he only needs to spend $10 million of the company`s remaining $30 million in cash.

      The company finished its May fiscal year with $53 million in revenue, and it expects to increase sales 15 percent to 20 percent in the current fiscal year.

      Saba`s stock, at $2 a share, trades at more than three times its book value, which could be considered high. But it`s also at 1.6 times sales, which is less than almost any of a dozen other e-learning companies, including the ones that don`t make software.

      The leader

      Arguably the industry leader, Click2learn`s shares remain more expensive than Saba`s. That`s in large part because Click2learn promises to break even faster than its two main competitors.

      Bellevue, Wash.-based Click2learn narrowed its net loss to $2.8 million, or 14 cents a share in its December quarter, from $5.4 million, or 32 cents in the year-ago period. The loss met analysts` expectations.

      Total sales rose slightly to $11.2 million. The company`s platform software sales, however, rose 89 percent to $6.1 million in the period, and 31 percent from the previous quarter.

      In a challenging third quarter, the company signed 25 new clients, and it launched Aspen, the new version of its flagship software.

      The company claims to have cash and working capital of $14.3 million, and it`s projecting to have a positive cash flow in the first quarter. Profit is expected to follow by May.

      Upcoming

      Click2learn plans to announce an undisclosed sale of its Aspen software on Thursday to Fujitsu Network Services, a division of Fujitsu Network Communications. The network service provider will use the Aspen software to offer personalized training for products and business processes. The Aspen software will tailor classes based on an individual`s job, skills, and ability to learn.

      "It`s one of a number of large corporate deals we expect to announce this quarter, as well as distribution partnerships we expect to announce," said Kevin Oakes, Click2learn`s chief executive. "It`s safe to say that we`re working with major systems integration firms as part of an alliance partnership.

      Click2learn already distributes its software through Acccenture, the former Andersen Consulting. When asked if Click2learn planned to distribute its products overseas with help from another major technology consulting and accounting firm, Oakes said, "We`ll be working with more than just Accenture in the Big 5, it`s fair to say."

      Trace Urdan, analyst with W.R. Hambrecht, says that he likes Click2learn shares the best, because of its shorter road to profit, and because shares could appreciate faster than others in the group.

      Pint-size player

      Docent, the smallest of the three companies in terms of revenue, arguably has even better relationships with consulting firms than Click2learn. The company recently announced an alliance with Cap Gemini Ernst & Young. What`s more, Accenture owns about a 5 percent stake in Docent.

      About 40 percent of Docent`s business was "influenced" by Big 5 partnerships in the past 12 months, says David Ellett, Docent`s chief executive. He also credits the partnerships with helping Docent put $60 million of business in its pipeline.

      New deals

      Next week, Ellett says that Docent plans to announce customer wins with Prudential and Fiat, as well as a deal with Siemens that he hopes will lead to the German company distributing Docent products in Europe. He says that the Prudential deal is the largest - more than seven figures - all of which he expects will be recognized in 12 months.


      Docent is by far the most speculative investment in e-learning. The company reported total revenue of $6 million in the third quarter, up 109 percent from the year-ago period. The company reported a 29-cent pro forma net loss, which includes non-cash stock-based compensation and restructuring charges. The net loss was 39 cents a share. The stock trades at $1.61 a share.

      Profit plan

      The company plans to burn about $10 million to $11 million in the fourth quarter, but it`s trimming that figure down quickly, Ellett says. The company has $78 million in the bank. It plans to break even when its quarterly revenue reaches $14 million.

      If and when it does break even, Ellett says the company still plans to have $25 million to $30 million of cash, at minimum.

      Ellett is touting the company`s recent purchase of GForce, an e-learning company that encourages all employees to share Microsoft PowerPoint and other common files to create e-learning content that can be stored and references. The deal closed 10 days ago. Docent paid $3 million in cash, and about $1 million in stock.

      A great market?

      One thing Docent has going for it is that the company`s $68 million market value is less than it`s the amount of cash it holds. Ellett says, "If that isn`t a floor under the stock, I`m not sure there is one." He adds that Docent`s board this week got approval to spend up to $5 million to buy back its stock.

      Moreover, the company is set to take advantage of what Ellett considers a great business opportunity.

      "Even if you back up to pre-Sept. 11, this software area was growing," he says. "And it`s a much more interesting market now. Companies are reducing their need for travel, and they`re becoming leaner, meaner organizations. They`re turning to e-learning."

      Mike Tarsala is a San Francisco-based reporter for CBS.MarketWatch.com.



      More TECHWATCH
      Avatar
      schrieb am 09.11.01 11:19:40
      Beitrag Nr. 2 ()
      Avatar
      schrieb am 09.11.01 11:34:44
      Beitrag Nr. 3 ()
      moin juta,
      gestern haben wir im laufe des tages ne tolle bestätigung unter steigenden umsätzen erhalten und $1,90 cash pro aktie bei weiterhin rasanten wachstum ist schon verlockend, werde ein paar saba versilbern und erste pos. aufbauen!
      ciao mr007
      Avatar
      schrieb am 09.11.01 11:38:30
      Beitrag Nr. 4 ()
      hallo mr.007

      ;)
      ich habe meine sabas zu 3,30$ versilbert;)

      und kaufe täglich docent nach
      total unterbewertet!

      cash ist sehr viel da
      dazu kursieren gerüchte über einen großauftrag von siemens etc.....

      grüße
      Avatar
      schrieb am 09.11.01 15:39:58
      Beitrag Nr. 5 ()
      sieht sehr gut aus +8%!

      Trading Spotlight

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      CEO lässt auf “X” die Bombe platzen!mehr zur Aktie »
      Avatar
      schrieb am 09.11.01 17:27:56
      Beitrag Nr. 6 ()
      Hallo

      Ich bin auch dabei:)

      Diese Aktien ist extrem unterbewertet

      Schaut euch mal heute an da wird alles im ask weggekauft:)


      Euer Gay
      Avatar
      schrieb am 10.11.01 01:48:27
      Beitrag Nr. 7 ()
      http://quotes.nasdaq.com/quote.dll?page=afterhours&mode=fram…
      :):)

      Ich sehe sogar Afterhour Ask bei 2,70$!!!!!:):)


      Nächste Woche wird die 3$ gebrochen!


      Grüße
      Avatar
      schrieb am 12.11.01 11:39:35
      Beitrag Nr. 8 ()
      Avatar
      schrieb am 12.11.01 15:14:53
      Beitrag Nr. 9 ()
      sieht super aus vorbörslich:)

      Bid 2,59$ Ask 3,00$ :):):)
      Avatar
      schrieb am 14.11.01 14:10:41
      Beitrag Nr. 10 ()
      Siemens Business Services and Docent Form Strategic Partnership to Offer eLearning Solution With Global Reach
      Market Leaders Team Up to Provide Cost-Effective Learning Solutions
      MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Nov. 14, 2001--Docent, Inc. (Nasdaq:DCNT - news), the premier provider of eLearning solutions for Global 2000 companies, has announced a strategic partnership with Siemens Business Services, one of the world`s leading solution and service providers for electronic and mobile business. The companies will jointly supply Global 2000 customers with innovative training solutions.

      Training and Services, the training unit of Siemens Business Services will use Docent Enterprise(TM) to offer an Application Service Provider (ASP) model for a cost-effective eLearning portal. This model enables companies to quickly and economically supply their employees with eLearning facilities hosted by Siemens Business Services.

      ``To offer our customers best of breed eLearning solutions, we looked for an eLearning provider with strong technology that will be secure in the future. Docent Enterprise(TM) not only fulfilled our technical demands but also featured an economic balance between price and performance,`` said Ellen Dittmer, director of Training and Services, Siemens Business Services. ``Docent provides an exceptional multilingual technology that can be quickly and easily implemented and can be adapted to fit the needs of growing companies. Docent`s capabilities facilitate the realization of international projects enabling us to expand our position as an education service provider.``

      ``Global customers are requiring cost-effective eLearning solutions with minimal local administration,`` said Dave Ellett, chairman, president and CEO, Docent. ``Docent`s ability to personalize the learning experience with limited internal resources is a compelling enterprise solution for Siemens Business Services and its customers.``

      About Siemens Business Services

      Siemens Business Services (SBS) is one of the world`s leading providers in the area of electronic and mobile business. With its comprehensive know-how and specific sector knowledge, SBS offers solutions and services from a single source -- from consulting through system integration to responsibility for the customers` entire business processes, and management of IT infrastructures. In fiscal year 2000 (30 September), SBS achieved sales of EUR 5.8 billion. The company has 33,500 employees worldwide. Further information at: http://www.sbs.siemens.com.

      About Docent, Inc.

      Docent, Inc. (Nasdaq:DCNT - news) is the premier provider of eLearning software and services for Global 2000 companies. Docent creates business advantage for organizations by delivering the right knowledge to the right people at the right time. Docent provides a complete infrastructure for developing, delivering, managing, and measuring eLearning. Docent`s eLearning suite Docent Enterprise(TM) includes the award-winning Docent Learning Management Server(TM), Docent Content Delivery Server(TM), Docent Outliner(TM), and Docent Mobile(TM). Docent`s customer list features more than 250 companies, including more than 50 of the Fortune Global 500. Among global systems integration firms with which Docent has alliances are Accenture, Deloitte Consulting, Hewlett-Packard, and PricewaterhouseCoopers. Docent is headquartered in Mountain View with other offices throughout the United States, Europe, and Asia-Pacific. For more information, visit us at www.docent.com, or call 650/934-9500.

      Note to Editors: Docent, Docent Enterprise, gForce, and the marks relating to Docent and gForce products and services referenced herein are either trademarks and/or registered trademarks of Docent, Inc. All other names are trademarks and/or registered trademarks of their respective owners.


      --------------------------------------------------------------------------------
      Contact:

      Docent, Inc.
      Mike Shuster, 408/524-3123
      mshuster@docent.com
      or
      Benjamin Group for Docent
      Ellen Lynch, 415/354-8374
      ellen_lynch@benjamingroup.com
      Avatar
      schrieb am 14.11.01 14:11:41
      Beitrag Nr. 11 ()
      Isvor Fiat Selects Docent to Drive Worldwide Corporate eLearning
      MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Nov. 14, 2001--Docent, Inc. (Nasdaq:DCNT - news), the premier provider of eLearning software for Global 2000 companies, today announced that Isvor Fiat, the corporate university within the Fiat Group, one of the world`s largest enterprise manufacturing groups has selected Docent Enterprise(TM) to power its new corporate eLearning portal.

      Docent Enterprise(TM), an award-winning software platform for eLearning and knowledge exchange, will enable training processes including registration and records management, competency management and reporting for on-line and classroom-based training.

      ``This agreement enables Isvor Fiat to become a full learning services provider,`` said Claudio Poli, CEO of Isvor Fiat. ``The combination of high quality training programs and services will now enable us to offer our clients efficient eLearning and knowledge management systems which will facilitate the continued expansion of our eLearning offerings into the European market.``

      Isvor Fiat, the largest corporate training and consultancy center in Europe, joined forces earlier this year with Elasis, the Fiat Group`s automotive research center, to create a market leading ``eLearning Center of Excellence.`` The center aims to research and develop learning curriculum for various companies and divisions within the Fiat Group. Docent provides the center with an on-demand learning experience tailored to meet individual needs of learners.

      ``Fiat`s choice of Docent to power its new corporate eLearning portal illustrates how a diverse, global organization is using strategic information to improve sales productivity,`` said Dave Ellett, president and chief executive officer, Docent. ``Our highly integrated solution provides Fiat with a flexible eLearning platform for 30,000 professionals worldwide to leverage the company`s core information and knowledge assets.``

      ``eLearning allows us to integrate a wide range of learning resources which let users choose the best tailored learning solution for their needs,`` said Luciano Battezzati, director, New Media Department, Isvor Fiat. ``Learning should not be a stand-alone event but an integrated part of general communication, information, and knowledge management processes. In other words, we have to think in terms of an integrated learning model. After a thorough evaluation Isvor Fiat chose Docent Enterprise as the preferred software platform for eLearning because a robust technology solution is required for our integrated approach.``

      About Isvor Fiat

      ISVOR FIAT, Corporate University of the Fiat Group, is a service company that operates in all fields linked to the empowerment of human resources.

      It was founded in the 1970s out of the merger of all the Fiat bodies responsible for education and training, thus inheriting a history and experience begun in 1922 with the opening of the first Fiat`s vocational school ``Scuola Allievi Giovanni Agnelli.`` Today, ISVOR FIAT is one of the most important full-liner training companies in Europe, by turnover, scale of activity, quantity and quality of its professional resources.

      ISVOR FIAT offers a very broad range of learning solutions, including:

      Off-the-rack training
      Tailor-made projects
      Training engineering (creation of structured training models)
      New technologies and new media for training
      Consulting for integrated management of training processes
      ISVOR FIAT operates worldwide alongside its customers: small and large, public and private, commercial and industrial companies, but also local authorities and government bodies, international organizations, training bodies, foundations and universities.

      ISVOR FIAT has obtained the European quality certification of ISO 9001. More information can be found on Isvor`s site, at www.isvor.it.

      About Docent, Inc.

      Docent, Inc. (Nasdaq:DCNT - news) is the premier provider of eLearning software and services for Global 2000 companies. Docent creates business advantage for organizations by delivering the right knowledge to the right people at the right time. Docent provides a complete infrastructure for developing, delivering, managing, and measuring eLearning. Docent`s eLearning suite Docent Enterprise(TM) includes the award-winning Docent Learning Management Server(TM), Docent Content Delivery Server(TM), Docent Outliner(TM), and Docent Mobile(TM). Docent`s customer list features more than 250 companies, including more than 50 of the Fortune Global 500. Among global systems integration firms with which Docent has alliances are Accenture, Deloitte Consulting, Hewlett-Packard, and PricewaterhouseCoopers.

      Docent is headquartered in Mountain View, California with other offices throughout the United States, Europe, and Asia-Pacific. For more information, visit us at www.docent.com, or call 650/934-9500.

      Note to Editors: Docent, Docent Enterprise, gForce, and the marks relating to Docent and gForce products and services referenced herein are either trademarks and/or registered trademarks of Docent, Inc. All other names are trademarks and/or registered trademarks of their respective owners.


      --------------------------------------------------------------------------------
      Contact:

      Docent, Inc.
      Mike Shuster, 408/524-3123
      mshuster@docent.com
      or
      Benjamin Group for Docent, Inc.
      Ellen Lynch, 415/354-8374
      ellen_lynch@benjamingroup.com
      or
      Isvor Fiat
      Dunia Astrologo, (0039) 011.6865.554
      duniastr@isvor.it
      Avatar
      schrieb am 26.11.01 18:57:24
      Beitrag Nr. 12 ()
      moin moin,
      tausche ein paar saba in click2learn (clks)!
      viel glück mr007


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      Docent(DCNT)<--E-Learning!!!Docent mehr Potenzial als Saba!!!Docent Sehr gute News!!!