TUMBLEWEED COMM - 500 Beiträge pro Seite

[kallek]

TUMBLEWEED COMM.

wer hat zahlen, news, fakten, gerüchte etc ..... ????

kaufen in usa oder brd ???

[DimStar]

sollte sich dieses geschäftsmodell durchsetzen, haben wir es mit einem neuen dauerläufer zu tun. ich glaube aber nicht so recht dran.

[kallek]

was stört dich denn an dem geschäftsmodell ?

[DimStar]

Naja, das ganze hört sich für mich irgendwie zu genial an, um wahr zu sein.

Produktbeschreibung:

Auch wenn immer mehr Unternehmen ihre Produkt- und Kundenkonteninformationen online zur Verfügung stellen, bleiben Rechnungsstellung und Kundenverwaltung dennoch Vorgänge mit hohem Papieraufwand, die den physikalischen Versand von Millionen von Dokumenten erforderlich machen.
Durch die Automatisierung dieser Vorgänge und die Integration mit Tumbleweed IME können Unternehmen die Kundenbindung verbessern und Zeit und Geld sparen, da Überweisungen, Kreditauskünfte, Rechnungen, Kontoauszüge, Kreditbereitstellungsunterlagen sowie andere Arten der Korrespondenz auf elektronischem Wege sicher zugestellt werden.

Tumbleweed IME ist eine umfassende, skalierbare Kommunikationsplattform mit folgenden Merkmalen:

Integration in vorhandene Datensysteme
Personalisierung von Geschäftsinformationen
Sichere und zuverlässige Informationsübertragung für jeden Internetbenutzer
IME ist die ideale, kostengünstige Lösung, um Kunden und Partner mit den verschiedensten Geschäftsinformationen zu versorgen, beispielsweise Handelsbestätigungen, Lohnabrechnungen, monatliche Mitteilungen oder Forschungsdaten.


Kundenbeispiel:
Chase Manhattan Bank
Die Chase Manhattan Bank, die als eine der ersten Online-Banking angeboten hat, setzt Tumbleweed Integrated Messaging Exchange (IMETM) als Grundlage für Chase Internet File Delivery ein. Dies ist ein neuer Online-Service, mit dem Kunden von Chase eine Vielzahl von Dateien sicher und direkt von Chase-Systemen auf ihren Desktop herunterladen können. Chase Internet File Delivery (IFD) macht es der Bank möglich, DDA-Dateien, Dokumente und andere vertrauliche Informationen, die vorher auf Papier, per Fax oder auf CD-ROM weitergegeben wurden, sicher und zuverlässig über das Internet zu versenden. Berichte, Bilanzen, Rechnungen, aktualisierte Software und andere Inhalte können ausnahmslos täglich, wöchentlich oder auch jährlich versandt werden. Die Dateien können sogar direkt von den Rechnern der Bank versendet werden. Die Dateien werden dabei direkt zum Kunden übertragen, ohne dass hierfür besondere Software auf dessen Computer erforderlich ist.




Wie verdient TMWD Geld ?
-Lizenzerlöse
-Servicedienstleistungen
-Transaktionsprovisionen

Transaktionsprovisionen zahlen Kunden wie Canada Post oder UPS, die die Software lizensiert haben. dabei zahlt dieser service-provider solange nichts, bis eine ausgehandelte mindestanzahl von transaktionen nicht überschritten ist. die frage ist, inwiefern diese postkunden das tumbleweed-system auch ihren kunden näherbringen.

Die Zahlen geben bislang noch nicht viel her, die Firma wächst allerdings rasant. Ich denke, hier sind noch starke Marketingaktivitäten nötig, um dem Produkt zu einem Branding zu verhelfen.

Das ganze gefällt mir schon, ist m.E. aber hochspekulativ. Wie gesagt: es muß ein branding her, ansonsten könnten auch neue Standards in der Kommunikationswelt die vorzüge des TMWD-systems übernehmen. insofern glaube ich kaum, daß man hier langfristig investieren sollte.

[DimStar]

oder ?

[kallek]

Hallo DimStar,

danke für die infos !

Bist Du eigentlich investiert ?? Ich überlege ernsthaft einen Einstieg. Mir gefällt die Story sehr gut. Nur der Chart gefällt mir gar nicht. Vielleicht sollte ich noch eine deutliche Bodenbildung abwarten.

Ich lege das meiste Gewicht bei meinen Entscheidungen jedoch auf die fundamentalen Daten. Hier gefällt mir die Kundenliste und die Geschäftsidee sehr gut.

Vielleicht ergibt sich in den nächsten Tagen ja eine gute Einstiegschance. Bevor der Rest der Welt die Aktie entdeckt. Wie wichtig sichere eMail-systeme sind, dass hat man ja die letzten Tage gesehen .....

bis dann
kallek

[Seebaer]

Heute schon 24 % im Plus. Auch gestern ist sie gegen den Abwärtssog von 5,5 % des Nasdaq leicht gestiegen. Wenn da man nicht etwas im Busch ist.

[kallek]

Was ist da los ???

Gibt es Neuigkeiten ? Die Aktie hält sich im schwachen Umfeld ja sehr gut !

[kallek]

Kann man jetzt noch einsteigen ???

Oder geht`s jetzt wieder abwärts ?

Gab es denn wirklich keine News ? Warum entwickeln die sich denn sonst gegen den Trend ?

[PSEUDO]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[PSEUDO]

Na also,

geht doch wieder.

[Pfannkuchen]

Jetzt wird es spannend. Doppelboden bei ca. 40 Euro?

[kallek]

hallo pseudo,

wer oder was ist den der hotstocks-investor ???

Was können die ?? Was empfehlen die den noch so ? Und vor Allem, was haben die zu tumbleweed geschrieben ?

mfg

kallek

[PSEUDO]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[eckhard-mauss]

1. Der Versand von Dokumenten über das INTERNET ist eine höchst zukunftsträchtige Lösung.
Ich selbst empfange bereits solche Dokumente von der Direktanlagebank.
Bereits seit 10 Jahren versuche ich, soweit es geht, per FAX Dinge zu verschicken, weil der Postweg viel teurer ist.
Das geht mit Tumbleweed natürlich viel besser und neuzeitlich.
Ich würde mal sagen, daß grosse Teile der Wirtschaft die Chance, billiger und schneller über das Internet zu verschicken, noch nicht erkannt haben bzw zu lange abwarten.
Aber in einigen Jahren kommen die jungen Leute nach, die Alten sterben aus, - junge Leute nehmen solche Geschäftsmodelle sofort an.
Der Kostenvorteil sollte sich vergleichen lassen mit einem Zigarettenautomat bzw einer Selbstbedienungstankstelle oder ein Geldautomat.

2. Die Markteintrittsbarieren für andere Unternehmen sind nicht gering. Tumbleweed ist "first mover" und geeignet, Standards zu setzen.
Die Zukunftsaussichten sind rosig. !
Momentan ist natürlich analog zur allgemeinen Stimmung auch Tumbleweed wenig gefragt, je niedriger der Kurs, umso mehr sollte man zugreifen.

[kallek]

hi user,

gibt`s was neues von tumbleweed zu berichten ? habe die letzten 4 Wochen nichts neues gehört. habe mir gerade den chart angesehen und einen starken knicks nach unten gesehen. ist in der letzen woche irgendetwas besonderes passiert bei tumbleweed ? oder ist die allgemeine marktschwäche schuld ?

[DimStar]

Kapitalerhöhung

[kallek]

Hi DimStar,

hast du genaue Infos ??

[Mo2]

Moin, bin seit heute dabei ( 46$) und ziemlich optimistisch. Der Chart sieht einfach zu verlockend aus...
Gruss,
Mo


August 1, 2000 2:17pm

Tumbleweed jumps on contract, upgrade

By Larry Barrett ZDII

Tumbleweed Communications shares moved up 3 3/4,
or 8 percent, to 48 3/4 Tuesday after receiving an upgrade
from CS First Boston and landing a contract with Salomon Smith Barney.
Tumbleweed (Nasdaq: TMWD), which provides security software for
Internet communication, said Salomon Smith Barney will use its
Integrated Messaging Exchange as the platform for the brokerage
firm`s online messaging system. Financial terms of the deal were
not immediately available.

Also, CS First Boston analyst Todd Raker upgraded the stock
from a "buy" recommendation to a "strong buy."

In its latest quarter, Tumbleweed met analysts` estimates when it posted
a second-quarter loss of $8 million, or 31 cents a share, on sales of $10.1 million.

In the year-ago period, it checked in with a net loss of $5.7 million,
or 79 cents a share, on sales of $3.6 million.

First Call Corp. consensus expects the Redwood City, Calif. company
to lost 28 cents a share in its third quarter and $1.09 a share in the fiscal year.

The stock surged to an all-time high of 136 in March after falling to a low of 10 1/4 last August.

All seven analysts following the stock rate it either a "buy" or "strong buy."

[DimStar]

kallek,

http://biz.yahoo.com/bw/000727/ca_tumblew.html

die kasse, die ja durch verluste aufgezehrt wird, wird durch 1,5 mio neue aktien ein bißchen aufgefüllt. weitere 1,5 mio aktien werden von altaktionären verkauft.

[kallek]

@ DimStar

Danke für die Infos !!! Bin mal gespannt wohin der Kurs in den nächsten Wochen geht ! Habe seit gestern 14.30 Uhr einen Auftrag zu 50 € plaziert. Mal schauen, ob ein paar Dinger in mein Nest fallen ...

MfG KALLEK

[€$€]

Tumbleweed Communications Corp. Reports Q2 2000 Financial Results; Total Revenue increased 53% and Transaction Revenue increased 108% Compared to Q1 2000

REDWOOD CITY, Calif.--(BUSINESS WIRE)--July 20, 2000--Tumbleweed Communications Corp. (NASDAQ:TMWD), a leading provider of secure Internet communications services, today reported results for the second quarter ended June 30, 2000.

Total revenue for the quarter was $10.1 million, up from first quarter 2000 revenue of $6.6 million, and second quarter 1999 revenue of $3.6 million. Revenue for the six months ended June 30, 2000 was $16.7 million, over $7.5 million for the same period in 1999.

License revenue was $6.8 million in the second quarter compared to $4.4 million for the first quarter of 2000 and $2.4 million for the second quarter in 1999. License revenue for the six months ended June 30, 2000 was $11.2 million versus $5.1 million for the same period in 1999. Transaction fee revenue grew to $1.5 million in the second quarter over $730,000 in the first quarter of this year and $203,000 in the second quarter of 1999. Revenue from transaction fees for the six months ended June 30, 2000 was $2.2 million compared to $206,000 in the same period a year ago.

Tumbleweed reported a net loss for the quarter ended June 30, 2000, excluding expenses related to stock compensation expense and amortization of goodwill, of $8.0 million, or $0.31 per basic and diluted share. The net loss for the second quarter, including these expenses, was $9.5 million, or $0.37 per basic and diluted share. For the six months ended June 30, 2000, net loss was $14.8 million, or $0.57 per basic and diluted share, excluding merger-related expenses of $10.8 million, stock compensation expense and amortization of goodwill. Net loss for the first six months of 2000, including these expenses, was $28.2 million, or $1.09 per basic and diluted share.

"Our Integrated Messaging Exchange and Messaging Management System product lines both contributed to our revenue growth this quarter. We`ve seen an increase in average sales price across both product lines, as well as broader and deeper penetration in our target vertical markets," said Jeffrey C. Smith, chairman, president and CEO of Tumbleweed Communications Corp. "We have begun shifting sales of MMS(TM) to a transaction-based pricing model similar to IME. This quarter we closed our first deals with the new pricing model."

During the quarter Tumbleweed acquired 170 new customers, including further penetration across the credit card and banking segments of the financial vertical market; depth in the biotechnology arm of the healthcare market and several new applications in federal and state governments.

Existing customers launched products and services based on Tumbleweed IME(TM) during the quarter. Canada Post and the US Postal Service publicly launched their PosteCS services based on Tumbleweed IME. Cable & Wireless HKT and Hongkong Post launched Websenger, Hong Kong`s first commercial e-Cert application service, also based on Tumbleweed IME. themailxchange.com, the first product of its kind in the Australian market, was announced during the second quarter. It is built on Tumbleweed IME. CommFin(TM), an innovative net market exchange that provides online financing for net market participants was also launched, with Tumbleweed IME as its platform for secure online communications.

Tumbleweed entered into a strategic alliance with Broadvision to integrate Tumbleweed IME and BroadVision One-To-One(TM). The companies will also jointly market and sell the integrated solutions.

Tumbleweed introduced IME Assist in the second quarter. IME Assist is a secure online communications application designed to automate context-based responses to customer inquiries, such as inquiries regarding statements received online. IME Assist enables end user customers who receive statements (such as bills, account statements, etc.) via Tumbleweed IME to securely send inquiries re: those statements. Tumbleweed also announced a partnership with VeriSign. VeriSign`s Payment Services will be integrated with Tumbleweed IME.

Tumbleweed was allowed two additional patents, bringing the current total of patents granted and allowed for Tumbleweed technology to five. In addition, Tumbleweed IME was named Best E-mail Server of the Year by Network Magazine.

During the second quarter, Tumbleweed acquired an additional 5% of its jointly-owned Japanese subsidiary, Tumbleweed Communications K.K. (TKK), which it co-owns with Hikari Tsushin. The additional 5% interest in TKK increased Tumbleweed`s ownership position in the subsidiary to 55%, which represents a controlling interest. Effective with gaining control, TKK`s results are consolidated in the second quarter of 2000 financials.

The financial results include the January 31, 2000 acquisition of Worldtalk Corporation, accounted for under the pooling of interests method. All consolidated financial statements of Tumbleweed have been restated to include the results and balances of Worldtalk for all periods presented. One time costs associated with the acquisition of Worldtalk and recorded as merger related expenses in the first quarter totaled $10.8 million.

About Tumbleweed Communications Corp.


Tumbleweed Communications Corp. is a leading provider of advanced e-mail solutions for business communications. Our products and services enable businesses to create and manage secure online communication channels that leverage established e-mail networks and enterprise applications. Tumbleweed Integrated Messaging Exchange is a platform and set of applications for creating secure communications channels between a business and its customers, partners, and suppliers. Tumbleweed Messaging Management System is a comprehensive solution that extends internal e-mail systems to the Internet through centralized security, policy enforcement, filtering and archiving. Used together, Tumbleweed IME and Tumbleweed MMS automatically apply security policies and redirect sensitive e-mail for secure, trackable delivery.

Except for the historical information contained herein, the matters discussed in this press release may constitute forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those projected, particularly with respect to adoption of others of Tumbleweed technology. In some cases, forward-looking statements can be identified by terminology such as "may," "will," "should," "potential," "continue," "expects," "anticipates," "intends," "plans," "believes," "estimates," and similar expressions. For further cautions about the risks of investing in Tumbleweed, we refer you to the documents Tumbleweed files from time to time with the Securities and Exchange Commission, particularly Tumbleweed`s Form 10-K filed March 30, 2000, proxy statement filed April 17, 2000, Form 10-Q filed May 15, 2000 and Form S-1 filed July 11, 2000. Tumbleweed assumes no obligation to update information contained in this press release.

Note to Editors: Tumbleweed is a registered trademark and Integrated Messaging Exchange, IME, Messaging Management System and MMS are trademarks of Tumbleweed Communications Corp.


TUMBLEWEED COMMUNICATIONS CORP.
AND SUBSIDIARIES
Consolidated Statements of Operations
(in thousands, except per share data)
(unaudited)

Three Months Ended Six Months Ended
June 30, June 30,
-------------------------------------------
2000 1999 2000 1999
----------- ------------------ ------
Revenue:
License $ 6,824 $ 2,382 $ 11,180 $ 5,084
Services 1,748 491 3,272 1,055
Transaction fees 1,518 203 2,248 206
-------- -------- -------- --------
Revenue from
continuing
product lines 10,090 3,076 16,700 6,345
Discontinued
product line -- 561 -- 1,199
-------- -------- -------- --------
Total revenue 10,090 3,637 16,700 7,544

Cost of revenue:
License 305 125 572 242
Services 2,882 983 4,823 1,765
Transaction fees 5 15 45 20
-------- -------- -------- --------
Total cost
of revenue 3,192 1,123 5,440 2,027
-------- -------- -------- --------
Gross profit 6,898 2,514 11,260 5,517

Operating expenses:
Research and
development 3,171 2,077 6,014 3,871
Sales and
marketing 9,742 4,177 16,934 7,321
General and
administrative 2,343 1,067 3,988 1,883
Stock compensation 1,451 969 2,520 1,305
Amortization
of goodwill 28 -- 28 --
Merger related
expenses -- -- 10,803 --
-------- -------- -------- --------
Total operating
expenses 16,735 8,290 40,287 14,380
-------- -------- -------- --------
Operating loss (9,837) (5,776) (29,027) (8,863)

Other income, net 365 157 1,021 295
-------- -------- -------- --------
Net loss
before provision
for taxes (9,472) (5,619) (28,006) (8,568)

Provision
for taxes 150 93 238 75
Minority
interest (94) -- (94) --
-------- -------- -------- --------
Net loss $ (9,528) $ (5,712) $(28,150) $ (8,643)
======== ======== ======== ========

Net loss per
share-basic
and diluted $ (0.37) $ (0.79) $ (1.09) $ (1.22)
======== ======== ======== ========

Weighted average
shares-basic
and diluted 26,068 7,267 25,828 7,059
======== ======== ======== ========


TUMBLEWEED COMMUNICATIONS CORP.
AND SUBSIDIARIES
Consolidated Balance Sheets
(in thousands)

June 30, December 31,
2000 1999
(unaudited)
Assets
Current assets:
Cash and cash equivalents $ 32,711 $ 60,544
Accounts receivable 11,962 5,182
Prepaid expenses and
other current assets 2,028 3,574
--------- ---------
Total current assets 46,701 69,300
Property and equipment, net 6,536 3,485
Other assets 3,031 2,898
--------- ---------
Total assets $ 56,268 $ 75,683
========= =========

Liabilities and Stockholders` Equity
Current liabilities
Accounts payable $ 2,774 $ 2,878
Current installments
of long-term debt 533 840
Accrued liabilities 8,341 6,398
Deferred revenue 2,702 2,579
--------- ---------
Total current liabilities 14,350 12,695
Long-term debt, excluding
current installments 660 1,017
Other long-term liabilities 1,879 258
--------- ---------
Total liabilities 16,889 13,970

Stockholders` equity:
Common stock 26 26
Additional paid-in capital 137,591 132,167
Deferred compensation expense (4,608) (5,283)
Accumulated other
comprehensive income (loss) (231) 53
Accumulated deficit (93,399) (65,250)
--------- ---------
Total stockholders` equity 39,379 61,713
--------- ---------
Total liabilities and
stockholders` equity $ 56,268 $ 75,683
========= =========

CONTACT: Tumbleweed Communications Corp.
Jennifer Ruddock, 650/216-2129 (For Investors)
[e-mail]
Lisa Poulson, 650/216-2020 (For Press)
[e-mail]

[kallek]

Tumbleweed Kursziel 85 USD Datum : 01.09.2000
Zeit :13:06 Mit einem “Strong Buy” wird die Aktie der Tumbleweed
Communications Corporation (WKN 925148) vom Researchteam der Credit Suisse
First Boston eingestuft.
Der Anbieter von e-Mail-Lösungen habe sich auf Geschäftskunden
spezialisiert und im zweiten Quartal ein hervorragendes Zahlenwerk
hinlegen können. Daraufhin habe das Bankhaus sowohl für dieses als auch
für das kommende Jahr die Umsatzprognosen angehoben.
Das Unternehmen werde vom Boom der Bereiche e-Mail und
Internetkommunikation zu den Hauptgewinnern zählen.
Aufgrund der hervorragenden Aussichten werde das Papier zum Kauf
empfohlen, so die Analysten.

[RCZ]

Leading Healthcare Enterprises Use Tumbleweed MMS
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Sept. 13, 2000--


Tumbleweed MMS offers healthcare organizations complete Internet e-mail management solution that meets proposed HIPAA encryption regulations

Tumbleweed Communications Corp.(R) (Nasdaq:TMWD), a leading provider of advanced e-mail solutions for business communications, today announced that the U.S. Food and Drug Administration (FDA), Glaxo Wellcome, Baxter International, Catholic Healthcare West, Tufts Health Plan and Health First in Florida have chosen Tumbleweed Messaging Management System (MMS)(TM) to secure, monitor and manage the e-mail communication stream between their employees, partners and patients on the Internet.

Tumbleweed MMS is a set of e-mail management products that enables these healthcare companies to protect sensitive data on the Internet. Each of these enterprises can use MMS to set and implement policies for Internet e-mail by applying content control, encryption, access control, attachment management, virus scanning and digital signature policies that are administered centrally and universally across their enterprise.

"At Health First we see a need to comply with government regulations surrounding Internet communication, and we also see an opportunity to strengthen ties with our customers and partners via the Internet. We needed the means to responsibly manage our e-mail communications stream now and as it grows. We chose Tumbleweed Messaging Management System (MMS) because it provides the most complete e-mail management solution on the market today," said Rich Rogers, CIO of Health First. "With Tumbleweed MMS we can centrally define and enforce compliance with our own and with the government`s policies for Internet e-mail usage, without taxing either our end users or our vital IT resources."

"With the proposed strict patient privacy standards mandated by the Health Insurance Portability and Accountability Act of 1996 (HIPAA), healthcare organizations are seeking reliable, comprehensive security frameworks that will comply to these standards," said Gary Mattson, Senior Network Security and Encryption Engineer, Catholic Healthcare West. "Tumbleweed MMS offers Catholic Healthcare West a complete online communication solution that complies with HIPAA proposed regulations, and at the same time allows us to centrally create policies to manage and control the flow of Internet e-mail communications while still remaining transparent to our end-users."

"Each of our healthcare industry customers has built a sophisticated communications network with patients and partners. And every day, each of our customers uses this communications network to transmit sensitive information," said Jeffrey C. Smith, President and CEO, Tumbleweed Communications Corp. "Using MMS, our customers may protect, manage and oversee their information assets traveling over the Internet, comply with federal security regulations and safeguard their enterprise from harmful content."

[RCZ]

PeopleSoft Selects Tumbleweed MMS; Tumbleweed MMS Provides Streamline E-Mail Management Solution

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Sept. 18, 2000--Tumbleweed Communications Corp.(R) (Nasdaq:TMWD), a leading provider of advanced e-mail solutions for business communications, today announced that PeopleSoft, Inc., a global leader in e-business applications, has chosen Tumbleweed Messaging Management System (MMS)(TM) to monitor, filter and manage business communications on the Internet.

Tumbleweed MMS is a set of e-mail management products and services that enables PeopleSoft to protect valuable corporate information on the Internet. PeopleSoft can use MMS to set policies to apply content control, encryption, access control, attachment management, virus scanning and digital signature policies that are administered centrally and universally across an enterprise.

"In choosing Tumbleweed Messaging Management System (MMS), PeopleSoft is taking steps to ensure its Internet email messaging is secure and protected against viruses," said PeopleSoft CIO David Thompson.

"PeopleSoft understands that its intellectual capital flows over the Internet via e-mail. With Tumbleweed MMS, PeopleSoft can safeguard this communication flow by creating policies that are centrally managed," said Jeffrey C. Smith, president and CEO, Tumbleweed Communications Corp. "MMS allows PeopleSoft employees to safely open their communication stream to the Internet without altering their e-mail clients or changing their behavior."

About PeopleSoft


PeopleSoft Inc. is a leading provider of eBusiness applications that enable people customers, employees, and suppliersto power the Internet. PeopleSoft`s pure Internet Customer Relationship Management, Supply Chain Management, and Enterprise Management solutions provide the industry`s most open and flexible e-commerce platform. PeopleSoft employs more than 7,000 people worldwide, including 2,400 eBusiness consultants. More than 4,500 organizations in 107 countries run on PeopleSoft eBusiness applications.