B2Bi mit webMethods - 500 Beiträge pro Seite

[BalatonBomber]

Hallo!

Ich interessiere mich für webm und halte den jetzigen Zeitpunkt für eine gute Einstiegsgelegenheit.
Hat jemand von euch webm oder beobachtet sie?

Gruß BB

[BalatonBomber]

Nur mal so:
360% Umsatzwachstum
nicht p.a. sondern
zum Vorquartal

[DimStar]

360 % p.a.
81 % sequentiell

http://biz.yahoo.com/bw/000502/va_webmeth_1.html

[Regiomontano]

Hi!

Fände ich gut, wenn hier ein fundierter Thread zustande kommt. Wetten, dass keiner von Euch mehr für seine WEBM-Aktien hingeblättert hat als ich (320e)?

In der Hoffnung auf bessere Zeiten.
R.

[captainfirefighter]

Nur Geduld, im Nov./Dez. 2088 siehst du deine Einstiegskurse wieder. Nein, mal im Ernst, ich meine natürlich in diesem Jahr werden wir Kurse jenseits des bestehenden Alltimehochs sehen. Denn Webmethods baut seine Marktführerschaft im Bereich B2Bi unbeirrt aus, gerade heute wurde z.B. eine Partnerschaft mit i2 technologies gemeldet, welche die Webmethodslösung exklusiv in ihrem Produkt verankern werden. Der CEO von WEBM hat kürzlich in einem Interview Stellung zum rapiden Kursverfall der B2B-Aktien im Besonderen genommen. Danach hat WEBM genügend Cashreserven durch das IPO bis zum Breakeven und ist zwecks Zukäufen nicht auf einen hohen Aktienkurs angewiesen, da man auf mittelfristige Sicht keine Zukäufe braucht. Neben Sina.com ist Webmethods meine aussichtsreichste Aktie für eine (hoffentlich stattfindene) Sommerrally und eine 99%-ige Jahresendrally.

Gut möglich, daß Webmethods in den nächsten Tagen noch mal auf die Tiefststände bei ca. 50 $ abschmiert. Wer dann noch Cash hat sollte unbedingt noch einmal nachkaufen. Im Moment wird ja wirklich alles verprügelt, im besonderen die Firmen, die im B2B Bereich tätig sind. Man sollte aber bedenken, daß Webmethods eine B2B-Infrastrukturfirma ist und somit von der Frage, ob nun firmeneigene oder fremdbetriebene Marktplätze das Rennen machen, nicht betroffen ist.

c f

[captainfirefighter]

Hallo!

Heute gibt es erste nennenswerte Konsolidierungen im aufstrebenen XML-Sektor. Webmethods, Marktführer bei B2Bi, kauft Active Software, einen führenden Hersteller im Bereich EAI(Unternehmensanwendungenintegration) für 1,3 Mrd. $ in Aktien. Gleichzeitig kauft Vignette Ondisplay für 1,7 Mrd. $ in Aktien, einen der Hauptkonkurrenten von Webmethods. Nennenswerter unabhängiger Konkurrent von WEBM ist jetzt nur noch Extricity, die demnächst an die Börse gehen.

Hier die PR:

webMethods to Acquire Active Software

BusinessWire
Monday May 22 6:49am

FAIRFAX, Va. and SANTA CLARA, Calif.--(BUSINESS WIRE)--May 22, 2000--

Acquisition Creates First Complete Solution for Business

Integration Across the Enterprise and Internet-based B2B

Trading Networks

webMethods, Inc. (Nasdaq:WEBM), the leading provider of business-to-business integration (B2Bi) solutions, today announced it has signed a definitive agreement to acquire Active Software, Inc. (Nasdaq:ASWX), a leading provider of enterprise eBusiness infrastructure software, in an all-stock transaction. This acquisition brings together two infrastructure leaders whose software solutions fully address the integration requirements of Global 2000 companies and industry trading exchanges, both within the enterprise and across business-to-business (B2B) trading networks.

The companies expect that the transaction will close during the third quarter of 2000, pending completion of customary closing conditions and receipt of Active Software and webMethods stockholder and required government approvals. Under the terms of the agreement, Active Software`s stockholders will receive 0.527 of a share of webMethods common stock in exchange for each share of Active Software common stock. The transaction, valued at approximately $1.3 billion based upon the Friday, May 19, 2000 closing price of webMethods common stock, is expected to be accounted for as a pooling-of-interests. Approximately 13.6 million shares of webMethods stock will be exchanged for all outstanding shares of Active Software. webMethods was advised by Morgan Stanley Dean Witter, and Active Software was advised by Goldman, Sachs & Co. and Thomas Weisel Partners.

Acquisition Creates First Complete Solution for Business
Integration Across the Enterprise and Internet-based B2B
Trading Networks

First Complete Business Integration Solution

Until now, companies have been forced to adopt separate solutions for uniting internal business processes, and then sharing and integrating these processes with external trading partners, either directly or via B2B marketplaces and trading exchanges. By acquiring Active Software, webMethods is leading the market by offering Global 2000 companies and industry trading exchanges a single infrastructure solution for internal and external business integration. IDC forecasts that the internal and external application integration market will reach $11.6 billion by 2003.

"Active Software is a front-runner in the application integration market with industry-leading technology, an experienced management team and a large, blue chip customer base," said Phillip Merrick, president and CEO of webMethods. "As companies move more of their business processes to the Web, a single software integration platform will deliver significant competitive advantage. By combining our product offerings, webMethods and Active Software are redefining the integration software market by delivering the first end-to-end solution that operates inside, outside and across the corporate firewall."

Products Already Integrated; Significant Joint Customers

webMethods and Active Software have a history of working together to develop business integration solutions to meet the needs of shared Global 2000 customers such as FedEx, Juniper Networks, Hewlett-Packard and AVNET. Through this experience with joint customers, webMethods recently developed an out-of-box solution that bridges enterprise applications integrated via ActiveWorks with webMethods-powered B2B trading networks and marketplaces. This experience and a combined customer base of more than 350 blue chip companies worldwide provides a solid foundation for building the future of business integration infrastructure.

"We are joining forces with webMethods, the leader in business-to-business integration, because we understand there are two aspects to developing a completely integrated business community," said Jim Green, chairman and CEO of Active Software. "It is critical that companies have a single unified solution that integrates applications within the enterprise; and also allows them to extend their business processes over the Internet to leverage the value of B2B trading networks. Becoming part of webMethods will allow Active Software to provide a critical component of this solution to Global 2000 companies and industry trading exchanges."

Strong Management Additions and Expanded Global Presence

Upon completion of the acquisition, Active Software`s products and operations will be combined with webMethods. Phillip Merrick will continue in his role as president, CEO and chairman of webMethods, with Jim Green, Active Software`s CEO, joining the team in the role of CTO and executive vice president, product development. Green will also join the webMethods Board of Directors. Other members of the Active Software management team will join the webMethods management team.

Active Software`s Santa Clara, Calif. offices will become the West Coast headquarters of webMethods. This acquisition will also serve to expand webMethods` growing international presence with the addition of offices in the United Kingdom, France, Germany and the Netherlands. The combined companies will have nearly 600 employees worldwide.

About webMethods, Inc.

webMethods, Inc. (Nasdaq:WEBM) is the leading provider of software solutions for business-to-business integration (B2Bi). Leveraging the open standards of the Internet, the award-winning webMethods B2B(TM) family of products provide the B2Bi infrastructure enabling Global 2000 companies and B2B marketplaces to connect customers, suppliers and partners to form real-time B2B trading networks. webMethods B2B allows companies to create new revenue opportunities, strengthen relationships with customers and substantially reduce supply chain inefficiencies.

Founded in 1996, webMethods is based in Fairfax, Va., with offices across the U.S. and Europe. webMethods has more than 160 customers worldwide--from Global 2000 leaders such as Dell, Eastman Chemical Company, Lucent, Bell Atlantic and W.W. Grainger to major B2B marketplaces like ChemConnect, e-STEEL and Ventro. webMethods` strategic partners include Ariba, Commerce One, i2, Deloitte Consulting, EDS, KPMG, Microsoft, Sterling Commerce and SAP AG.

About Active Software, Inc.

Founded in 1995, Active Software, Inc, (Nasdaq:ASWX) is a leading provider of eBusiness infrastructure software products. Active Software`s eBusiness platform, the ActiveWorks(TM) Integration System, automates end-to-end business processes within the enterprise. Active Software has approximately 200 customers in industries such as telecommunications, financial services, government, technology, utilities, distribution, manufacturing and transportation. Active Software is headquartered in Santa Clara, California.

webMethods and webMethods B2B are trademarks of webMethods, Inc. The Active Software logo, Active Software, and ActiveWorks are trademarks or registered trademarks of Active Software, Inc. All other company and product names are property of their respective owners.






Vignette Corporation to Acquire OnDisplay, Inc

PR Newswire
Monday May 22 6:35am

Vignette V/5 eBusiness Platform Enhanced with Leading Supplier of Solutions for B2B Commerce, Online Marketplaces, Enterprise Integration

AUSTIN, Texas, and SAN RAMON, Calif., May 22 /PRNewswire/ -- Vignette Corporation (Nasdaq: VIGN), the leading supplier of eBusiness applications, and OnDisplay, Inc. (Nasdaq: ONDS) today announced that they have signed a definitive merger agreement under which Vignette will issue 1.58 shares of its stock for each outstanding share of OnDisplay. The combination of Vignette`s V/5 suite and OnDisplay`s XML-based business-to-business infrastructure products will create the industry`s most comprehensive offering for companies serious about building businesses online.

OnDisplay`s business-to-business, "B2B" infrastructure products enable organizations to integrate more closely with their customers, suppliers and business partners through the real-time exchange of information and transactions. OnDisplay`s XML technology allows critical business information -- such as purchase orders, inventory status checks, invoices and product catalog data -- to be integrated, aggregated and exchanged between multiple suppliers and distribution partners quickly and efficiently. This functionality increases a business`s online selling effectiveness and extends its trading networks to suppliers and vertical marketplaces through secure, guaranteed online connections.

"Our customers increasingly require coordination between enterprise systems, suppliers, and multiple online marketplaces. OnDisplay`s strong market momentum, world-class customers and powerful XML-centric architecture are a natural complement to Vignette," said Greg Peters, President and CEO Vignette. "The acquisition of OnDisplay furthers Vignette`s stated mission to provide the broadest and deepest application platform to support the needs of companies who are serious about building businesses online."

Vignette`s recently announced V/5 eBusiness Platform provides an open and scalable high-performance architecture, a suite of integrated products providing personalization, content management, campaign management, customer analysis, syndication and multi-channel communications capabilities, and a high-level application foundation for creating and managing componetized eBusiness applications. Together, Vignette and OnDisplay will offer eBusiness applications that power automated cross-enterprise transactions and highly personalized end-user interaction.

Customer Benefits -- Collaborative Commerce

The combined Vignette and OnDisplay product lines provide personalized end-user interaction, market-leading content management, inter-enterprise application integration, transaction support, business process automation, and comprehensive business analysis -- all of the critical application functionality for running a business online, leveraging back-office data and managing relationships with suppliers, vendors and customers.

B2B commerce requires automation of business transactions between trading partners and integration of back-office systems with Web-based commerce systems. For example, purchase orders implemented as cXML based transactions or connections to ERP systems using standard XML interfaces will increasingly be required for online marketplaces and the Fortune 1000 companies who wish to participate in them. Combining the business process automation capabilities of OnDisplay with the real-time personalization, analysis and content management capabilities of Vignette`s V/5 eBusiness platform will enable companies to tightly coordinate their suppliers and distributors to create true "collaborative" commerce.

The Combined Company

The acquisition further solidifies Vignette`s leadership position in the eBusiness applications market. With the acquisition, Vignette will have approximately 2,000 employees, 870 customers and global operations -- from the U.S. to South America, Europe, Asia and Australia. The acquisition adds leading trading networks and online marketplaces to Vignette`s customer base, already the largest in the industry. OnDisplay`s customers span the manufacturing, healthcare, life sciences, and construction industries and include W.W. Grainger, Sciquest.com, FuelQuest.com, PurchasePro.com, Harbinger.net, Aspect Development and TPN Register. The two companies share more than 20 joint customers today, including, The Associates Corporation, PurchasingCenter.com, QuestLink Technology, Inc., Sabre, Travelocity.com, The Tribune Corporation, and Trip.com.

"Our eMarketplace customers have told us how important a complete and integrated solution is -- one that both reaches out to consumers and back to suppliers, vendors and the back-office. Together with Vignette we now provide the industry`s only true end-to-end solution," said Mark Pine, chairman and CEO of OnDisplay. "The vision, technology and cultural fit with Vignette will create an unbeatable combination for our customers to build their online businesses."

Key Technologies

OnDisplay`s solutions for B2B commerce, online marketplaces and enterprise integration complement Vignette`s V/5 platform and include:

eBizXchange.

OnDisplay`s B2B integration application for secure, real-time business document exchange among trading partners, using XML-based protocols.

eIntegrate.

A powerful application for integrating the e-business site with internal ERP, CRM and legacy systems.

eContent.

A full-featured content aggregation application for capturing and transforming diverse content from heterogeneous sources, including HTML, XML, flat file, database, and application-based data.

eNotify.
A permission-based alerting system for event-based notification.

eSyndicate.

A robust and scalable application for content syndication using a publish/subscribe paradigm for brokering and routing content among trading partners.

XML Connect.

A free B2B XML server that allows e-commerce participants -- including buyers, suppliers and e-marketplaces -- to establish secure, guaranteed XML business document exchange.

Terms of the Agreement

In a stock-for-stock, tax-free transaction, each outstanding share of OnDisplay will be exchanged for 1.58 shares of Vignette. Based on fully diluted shares outstanding and both companies` closing price as of Friday, May 19, this transaction represents a purchase price of approximately $1.7 billion. Vignette will account for the transaction using purchase accounting and expects to close the transaction in the third quarter, subject to approval by OnDisplay`s stockholders and other customary closing conditions.

About Vignette Corporation

Vignette Corporation is the leading supplier of eBusiness applications. Vignette`s products enable businesses to create and extend relationships with prospects and customers and ease high-volume transaction exchanges with suppliers and partners, all of which enhances customer satisfaction. Vignette powers more than 600 leading eBusinesses. Headquartered in Austin, Texas, Vignette Corporation has offices located throughout Europe, Asia, and in Australia and can be found on the Web at http://www.vignette.com.

About OnDisplay

OnDisplay is a leading provider of e-business infrastructure software applications for powering e-business portals and e-marketplaces. In January 2000, OnDisplay acquired Oberon Software, a leading provider of business process automation software and services for enabling e-business communities. OnDisplay`s product suite enables customers to increase their online selling effectiveness and extend their trading networks to suppliers and vertical marketplaces. OnDisplay is located in San Ramon, California and can be reached at http://www.ondisplay.com.

[captainfirefighter]

Mergers Advance B-To-B Integration -- WebMethods-Active Software, Vignette-OnDisplay deals expected to smooth e-biz processes
SATURDAY, MAY 27, 2000 12:11 AM
- CMP Media

May. 26, 2000 (InternetWeek - CMP via COMTEX) -- Two big mergers of e-commerce software vendors could speed integration of internal and external e-business processes for many companies, experts said last week.

WebMethods Inc., a developer of business-to-business integration software, said it will spend $1.3 billion in stock to acquire enterprise application integration vendor Active Software Inc. The merger will unify b-to-b integration technology, which helps companies automate intercompany communications and trading, with EAI technology, which links e-business applications inside a company, the partners said.

On the same day, Vignette Corp. agreed to acquire XML integration vendor OnDisplay Inc. for $1.7 billion in stock. Vignette, which offers personalization, content management and customer analysis tools, said it will integrate OnDisplay`s content aggregation and b-to-b integration capabilities into its V/5 product line.

The mergers reflect a rising demand for consolidation of internal and external e-commerce integration technology, which today is a mishmash of middleware, gateways and translation tools that don`t necessarily work well across corporate boundaries or in online marketplaces, observers said.

"At Dell, we sometimes go out to our customers and trading partners to talk about b-to-b integration, and we find that they`re not integrated yet on their own back end," said Rocky Mountain, director of online sales at Dell Computer.

WebMethods is attacking the demand for consolidation by integrating its b-to-b product line-which helps e-business applications "talk" to other applications at other companies or trading exchanges, with Active Software`s EAI line, which ties front-end Web applications to back-end internal systems such as ERP. The idea is to link internal e-business processes with external ones, the partners said.

"To give a simple example, most companies have an internal process for approving and handling an order, and then they go through a separate process for placing the order through a supplier or a trading exchange," said Jim Green, chairman and CEO of Active Software. "Our goal is to make that one continuous process."

Vignette, which has focused its efforts on developing personalization tools that help companies do business with consumers on a one-to-one basis, is expanding its machine-to-machine integration capabilities through the acquisition of OnDisplay.

"OnDisplay is very good at content aggregation, and Vignette is very good at managing and personalizing content," said Mark Pine, chairman and CEO of OnDisplay. "We can imagine a lot of ways that we can combine those capabilities."

Forrester Research analyst Simon Yates predicts the Active Software merger will turn WebMethods into a de facto standard that even Vignette and OnDisplay will eventually be forced to embrace.

"Many of Vignette`s competitors-BroadVision, ATG and InterWorld-already have integration partnerships with Active and will now get WebMethods in the package," Yates said. "Vignette will have to reposition OnDisplay technology as just an XML translation feature and then embrace WebMethods as its end-to-end integration solution."

http://www.internetwk.com/


By: TIM WILSON Copyright 2000 CMP Media Inc.

[DimStar]

Broadvision, ATG oder Interworld sind aber hinsichtlich des B2B-Markts unbedeutend. WEBM kann das Bewertungsniveau m.E. nur halten, wenn sich herausstellt, daß sich die großen Handelsgemeinschaften unter cmrc oder arba nicht entscheidend durchsetzen. es wäre allerdings sehr interessant zu erfahren, welche entgelte webm für die verlinkung von cmrc-oder arba-portalen kassiert - einmal-lizenzerträge oder laufende gebühren ?

[captainfirefighter]

Oracle and webMethods Partner to Provide Integration Solutions for the Rapid Adoption of Global B2B Exchanges webMethods B2B Provides B2Bi Infrastructure to Enable Internet-Based Delivery of XML Messages to Oracle(R) Exchange Platform and Seamless Integration for Buyers and Suppliers Into Oracle-Powered B2B Exchanges
THURSDAY, JUNE 08, 2000 8:01 AM
- PRNewswire

FAIRFAX, Va. and REDWOOD SHORES, Calif., Jun 8, 2000 /PRNewswire via COMTEX/ -- ( http://www.oracle.com/tellmemore/?215261 ) webMethods, Inc. (Nasdaq:WEBM), the leading provider of business-to-business integration (B2Bi) solutions, and Oracle Corp. (Nasdaq:ORCL), the largest provider of software for e-business, today announced a partnership to provide solutions for the rapid deployment of global B2B exchanges. As part of the agreement, webMethods will be a preferred solution provider for integrating buyers and suppliers to trading networks and exchanges built on the Oracle(R) Exchange platform.

Oracle and webMethods have integrated the Oracle Exchange platform and webMethods B2B(TM) to enable secure, reliable Internet-based delivery of XML messages. Oracle-powered exchanges, including OracleExchange.com, will use this integrated message hub to integrate buyers and suppliers. webMethods B2B will route mission-critical business documents, such as purchase orders and order confirmations, through the Oracle-powered exchanges to enable seamless, real-time business transactions among diverse trading partners.

"It is critical for buyers and suppliers to have an easy, secure and reliable solution for integrating with the Oracle Exchange platform," said Ron Wohl, executive vice president, Oracle Applications, Oracle Corp. "By using webMethods B2B, our Oracle-powered exchange participants will be able to seamlessly integrate to their back-end systems and realize the full e-business benefits of our exchanges."

Oracle is the only single source strategic partner to offer the complete platform, applications, and services necessary to help companies and entire industries transform to e-business by connecting their supply chains via the Internet. By using webMethods B2B to provide a seamless integration solution, Oracle will be able to build an integration solution that is easily replicated across all of its B2B exchanges, which include industry specific exchanges, company branded exchanges and OracleExchange.com.

To date, the Oracle Exchange platform has already been adopted for industry specific exchanges such as GlobalNetXchange, HomebuildersXchange, RetailersMarketXchange, Auto-Xchange, FP-Xchange and GlobalTransportXchange. Company branded exchanges include, Cable & Wireless Hong Kong Telecom, Dubai Ports Authority Digital Marketplace, Belgacom E-Marketplace and KPN Exchange.

"As interest in trading exchanges grows, it is critical for a leading B2B marketplace platform like Oracle Exchange, to provide their buyers and suppliers with a cost-effective, efficient B2Bi solution that ensures seamless, secure connections with trading partners over the Internet," said Phillip Merrick, president and CEO of webMethods, Inc. "By leveraging the open standards of the Internet, webMethods B2B enables real-time business transactions between companies without requiring a standard technology infrastructure. This flexibility is critical for the future success of B2B e-commerce."

WebMethods will provide integration support and services to buyers and suppliers connecting to Oracle Exchange through their webMethods` B2B Rapid Integration Team, which includes the Internet industry`s leading systems integrators. This rapid deployment strategy provides customers with an experienced implementation team dedicated to providing cost-effective solutions for implementing B2B e-commerce initiatives. Customers will have their choice of integration firms to help connect to any number of Oracle Exchange marketplaces.

About webMethods, Inc.

webMethods, Inc. is the leading provider of software solutions for business-to-business integration (B2Bi). Leveraging the open standards of the Internet, the award-winning webMethods B2B(TM) family of products provides the B2Bi infrastructure that enables Global 2000 companies and B2B marketplaces to connect customers, suppliers and partners to form real-time B2B trading networks. webMethods B2B allows companies to create new revenue opportunities, strengthen relationships with customers and substantially reduce supply chain inefficiencies.

webMethods provides a comprehensive solution that allows organizations to effectively realize their B2B e-commerce strategies. Through broad support of open standards and protocols, such as XML, RosettaNet, FpML, cXML, OBI, OAG, ACORD, and legacy EDI, the webMethods B2B family of products provides the critical B2B integration software that enables companies to form powerful trading networks with customers, suppliers and partners. With webMethods B2B, companies can conduct business-to-business over the Internet with minimal stress to corporate resources and existing technology infrastructure.

Founded in 1996, webMethods is based in Fairfax, Va., with offices across the U.S. and Europe. webMethods has more than 160 customers worldwide -- from Global 2000 leaders such as Dell, Eastman Chemical Company, Lucent and W.W. Grainger to major B2B marketplaces like ChemConnect, e-STEEL and Ventro. webMethods` strategic partners include Ariba, Commerce One, Deloitte Consulting, EDS, i2 Technologies, KPMG, Microsoft, Oracle Corp., Sterling Commerce and SAP AG. More information about the company can be found at www.webMethods.com.

About Oracle

Oracle Corporation provides the software that powers the Internet. For more information about Oracle, please call Oracle Public Relations at 650-506-4176.

Trademarks

webMethods and webMethods B2B are trademarks of webMethods, Inc. All other company and product names are property of their respective owners.

Oracle is a registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners.

This press release contains various remarks about the future expectations, plans and prospects of webMethods that constitute forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. The actual results of webMethods may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in the Risk Factors section of webMethods` recent Registration Statement on Form S-1, which is on file with the Securities and Exchange Commission.