Agency.com - IPO mit Asienphantasie - 500 Beiträge pro Seite

[Lachmann]

Hallo Leute

Heute gas eine sehr interessante IPO in den USA
Konsortialführer war Goldmann-Sachs (Garant für IPO`s die einschlagen!)

momentan +194 %

NASDAQ
Kürzel ACOM
www.agency.com

WKN 925782 - ab morgen in Berlin und München gehandelt

Shares outstanding lt. Homepage:
33.747.812 Stück
Bewertung also jetzt schon mit ca. 2,6 Mrd.

Selbsteinschätzung v. Agency.com:

"We`re a different kind of company. A company of people united in inventing new ways to do business online. People eager to tap the potential of the latest technologies. People ready to show you how the online world can play a major role in your business plan.
Sure, we`re an industry leader with offices strategically located throughout the world. But we`re also young and energized with all the excitement of a new industry. And of course, we`re growing. By new hires. Mergers. And acquisitions.
Founded in 1995, today we`re an international family of more than 1,000 employees with headquarters in New York and offices in Amsterdam, Avon (Colorado), Boston, Copenhagen, Chicago, Dallas, London, Paris, Portland (Oregon), San Francisco, Singapore and Woodbridge (New Jersey). And we engage in long-term partnerships with companies such as British Airways, Compaq, Sprint, Texaco and Unilever".

Reuters:

Agency.com, which was late to go public but among the first to build a business on e-services. The company doubled its price range Thursday to $22 to $24 from its original $10 to $12 price range. The company is offering 5.9 million shares and Goldman Sachs is the lead underwriter. Shares are expected to trade next week, according to Goldman.
Agency.com helps its clients in four areas: branding, content, electronic commerce and customer service. That`s a broad definition that invites a lot of competition touting "end-to-end solutions."
The competition is intense, but analysts say the pie is large enough to go around. Worldwide demand for Internet services is expected to grow from $7.8 billion in 1998 to $78.5 billion in 2003, according International Data Corp.
Randall Roth, an analyst for Renaissance Capital`s IPO Fund, said there`s enough growth in the Internet services market to allow Agency.com to flourish. "When you have that crowded field there is a risk, but it looks like the pie is big enough," said Roth.
Roth said Agency.com has modeled its business around catering to more established companies that don`t consider the Net a core competency. With Agency.com`s clientele it garners 40 percent of its revenue from retainer fees, said Roth. Retainer revenue makes sales more predictable.
Some of Agency.com`s core customers include British Airways (13.5 percent of revenue for the first nine months of 1999), Compaq (NYSE: CPQ), FT Group, Sprint (NYSE: FON) and Unilever. On a pro forma basis, Agency.com`s 10 largest clients accounted for about 42 percent of sales.
On a pro forma basis, the company reported sales of $74 million and a loss of $17.5 million for the nine months ending Sept. 30. For 1998, Agency.com had sales of $76 million and a loss of $22 million.
There are risks in addition to the intense competition, however. Agency.com, which has 1,000 employees, has made a lot of acquisitions and employs a roll-up strategy. The company has acquired Ketchum Interactive, The Primary Group, Interactive Solutions, Eagle River Interactive, Digital Vision, Twinspark Interactive People, Interactive Traffic and Visionik in the last year or so.
The good news is that the acquired companies have been integrated already, said Roth. Typically, roll-ups acquire a bunch of companies when an IPO occurs. Since Agency.com has done a lot of the heavy lifting before the IPO, there`s more visibility into the business.


December 8, 1999 1:00pm
Agency.com rockets in market debut
By Larry Dignan ZDII

Agency.com (Nasdaq: ACOM), an Internet services company, jumped 60 1/32 to 86 1/32, or 230 percent, in its highly-anticipated Wednesday. Shares priced at $26 a share, above its increased price range. Goldman Sachs is the lead underwriter.
Agency.com was scheduled to price last Friday, but the deal was put off after the company doubled its price range to to $22 to $24 from its original $10 to $12 price range.
Agency.com, which is poised to cash in on the Net services boom, is offering 5.9 million shares.
Agency.com helps its clients in four areas: branding, content, electronic commerce and customer service. That`s a broad definition that invites a lot of competition. Competition includes Razorfish (Nasdaq: RAZF), AppNet (Nasdaq: APNT), Scient (Nasdaq: SCNT), Proxicom (Nasdaq: PXCM), Modem Media (Nasdaq: MMPT) and USWeb/CKS (Nasdaq: USWB).
Some of Agency.com`s core customers include British Airways (13.5 percent of revenue for the first nine months of 1999), Compaq (NYSE: CPQ), FT Group, Sprint (NYSE: FON) and Unilever. On a pro forma basis, Agency.com`s 10 largest clients accounted for about 42 percent
On a pro forma basis, the company reported sales of $74 million and a loss of $17.5 million for the nine months ending Sept. 30. For 1998, Agency.com had sales of $76 million and a loss of $22 million.

Asien-Phantasie:

GENCY.COM`S ASIAN AFFILIATE LAUNCHES WIRELESS INNOVATION
The EDGE Releases First Browser For Mobile Devices
SINGAPORE (October 4, 1999)--The EDGE Consultants, the Singapore-based affiliate of AGENCY.COM, today announced the release of a Wireless Application Protocol (WAP) browser for the Palm Computing and Windows Platform called the WAPman(TM). The EDGE Consultants are the first to globally release such a WAP browser for the Palm Computing Platform.
WAP is a worldwide standard for providing Internet communication and advanced telephony services to mobile phones, two-way pagers, personal digital assistants and other wireless devices.
"WAP provides a powerful medium to access information and services from mobile handheld devices like PDAs, cellular handphones and other two-way mobile messaging devices. Since WAP is independent of any underlying standard and is scaleable to different devices, developers can now gain access to the entire wireless user community," said Dinesh Singh Bhatia, managing director of The EDGE Consultants. "WAP will enable the development of content, terminals and infrastructure for the second Internet, which we term the `MobiNet`."
"With the WAPman(TM), there is a potential of making services like mobile banking, trading and commerce for mobile wireless devices available at the tip of your fingertips," said Chan Suh, chairman and CEO of AGENCY.COM. "We are very proud of the work that our team in Singapore has provided not only for the company, but more importantly for the further development of communication in this era."
The EDGE has already begun to collaborate with the AGENCY.COM London and New York teams to offer this software to their clients.
To assist developers in producing WAP applications and services, The EDGE has also released a WAPman(TM) for Windows that provides an environment for developers to run applications on a PC-based simulator. The beta release of the WAPman(TM) is available for download free-of-charge at www.virtuacom.com/wap for a limited time, after which the software will be released as shareware and licensed to wireless device manufacturers, telecommunication companies and WML content providers.
# # #
About The EDGE Consultants:
The EDGE Consultants is Singapore`s leading online e-business service provider, offering strategic, creative and technology services to clients. Its core businesses include Internet services, broadband and e-commerce applications and wireless/mobile value-added services. Clients include local companies, government-linked organizations and multinational corporations.

About AGENCY.COM:
AGENCY.COM is a leading global Internet professional services firm. The company provides an integrated set of strategy, creative and technology services that take clients from concept to launch of their Internet businesses. Founded in January 1995, AGENCY.COM is headquartered in New York and has U.S. offices in Avon (CO), Boston, Chicago, Dallas, New York, Portland (OR), San Francisco, and Woodbridge (NJ) and international offices in Amsterdam, London, Paris and Singapore. AGENCY.COM serves a broad and diversified global client base in a variety of industries, including 3M, Bank of America, British Airways, Colgate-Palmolive, Compaq and Texaco.

Kundenliste (sehr interessant!):

3M
ADAPTEC EUROPE
ARMSTRONG WORLD INDUSTRIES
ASTRAZENECA
BANK OF AMERICA
BRITISH AIRWAYS
BRITISH AIRWAYS LONDON EYE
CAMEL TROPHY
COLGATE-PALMOLIVE
COMPAQ COMPUTER
COMPAQ EMEA
COUNTRYWIDE
DEUTCHBANK
DIRECTV
ENRON
FUBU Y2G
GUCCI
INTEL
MOTOROLA
PFIZER
PRUDENTIAL CORPORATION
REUTERS
RSPCA
SHARP ELECTRONICS
SMITHKLINE BEECHAM
SPRINT
STORERUNNER INC.
TEXACO
UNILEVER
U.S. TRUST COMPANY
WEDDING NETWORK
ALMOND BOARD OF CALIFORNIA
AMCOL INTERNATIONAL
ART + COMMERCE
BENETTON
BT WORLDWIDE
CUMBERLAND PACKING CORP., SWEET `N LOW
DISNEYLAND PARIS
DIVERSIFIED AGENCY SERVICES
ELI LILLY
EXCITE
FREIGHTLINER
HARVARD PILGRIM HEALTH CARE
HEWLETT-PACKARD
HITACHI
INTERFACE
METLIFE
MINISTRY OF SOUND DIGITAL
NEC USA
PACIFIC BELL
PEET`S COFFEE & TEA
PILGRIM BAXTER & ASSOCIATES FUNDS
PUTNAM INVESTMENTS
SARGENTO
SCHERING/KEY
UNCLE BEN`S
UNILEVER
VIACOM
XEROX

Lachmann

[Transcosmos]

Bin bei 54 USD eingestiegen.