Commerce One --> Fakten und Gerüchte - 500 Beiträge pro Seite

[RolfBraun]

Hi CMRC Freunde!

Hier ein Thread zum posten von Fakten und Gerüchten:

Fakten:

Kooperationen: SAP und Intershop

Marketcap. 10 Mrd. USD (ARBA 37 Mrd)

Handelsplattform in Asien bereits mit Riesenumsatz am 1. Handelstag.
Quelle:
Commerce One Powers Trade Alliance E-Marketplace to $500 Million in Transactions on First Day of Operation

PLEASANTON, Calif., Sep 5, 2000 (BUSINESS WIRE) --

Joint Venture Between Sinar Mas and Nissho Iwai Corporation
Goes Live with Commerce One in 30 Days

Commerce One, Inc. (Nasdaq: CMRC), the leader in global e-commerce solutions for
business today announced that Trade Alliance, its global MarketSite partner in
Singapore, has successfully launched its global e-marketplace. Trade Alliance, a
$30 million joint venture between Sinar Mas, a major regional player in food,
paper, and Nissho Iwai Corporation, one of the world`s largest trading
companies, reported the successful completion of $500 million in transactions on
August 17, 2000, the first day of operation.

Trade Alliance is initially offering two e-marketplaces, e-FoodAlliance and
ePaperAlliance. e-Food Alliance is the premier marketplace for the food industry
in Asia, bringing together buyers and sellers in the $500 billion in the global
food industry. ePaperAlliance is the first business-to-business pulp and paper
exchange in Asia, serving trading partners worldwide. Trade Alliance expects to
launch more vertical trading marketplaces over the next few months and intends
to expand its operations to 15 Asian countries including China and India. The
company also expects to be profitable in the next 18 months.



4 Neue Kooperationen angekündigt
Quelle:

Commerce One/SAP Pipeline Overflowing
By Joe Bousquin
Staff Reporter
9/6/00 8:37 PM ET

SAN FRANCISCO -- The Commerce One (CMRC:Nasdaq - news) and SAP (SAP:NYSE ADR - news) pipeline has more in it than anyone expected.

There`s been plenty of talk in the B2B sector recently that the partners were about to come out with two new industry exchanges, places where companies buy and sell goods on the Internet. In fact, they have four others in the works that will use their jointly developed software, according to Chuck Donchess, Commerce One`s chief strategic officer.

"We`ve got four more that are done that [haven`t been] announced [and] are very large across very major verticals," Donchess said in an interview after giving a presentation at the Robertson Stephens Internet Conference here Wednesday. (For a conference calendar, click here.)

He declined to say what industries the exchanges will focus on or when they`d be announced. But he said they were on scale with past Commerce One deals and would run on MarketSet, the new software the company has developed with German software maker SAP. Since announcing an alliance in June, Commerce One and SAP have announced two exchanges they`re setting up with that joint software, one in the mining and metals industry and the other in the energy sector.

"We`ve already won six together, but only two have been announced," Donchess said.



und auch das ist ein Fakt:
ARBA behält sich gemäß eigener Aüßerung vor von Lizenzgebühren auf Umsatzprovisonen (das Modell von CMRC) umzusteigen)

Jetzt das Interessanntere - Gerüchte:

-steigt Ford aus "Convisint" aus?
Quelle:
BLOOM 9/5/00 - 3:27 PM... three automakers got together to form a b-to-b auto exchange.general motors, ford and daimler chrysler are joined at the hip.rumors are swelling that the world`s second largest automaker made back out of the deal.ford`s b-to-b auto group is lobbying top expectives to access plans for the exchange.this is developed by commerce one or the world`s automakers can buy and sell goods from their suppliers.one analyst says auto suppliers would be none too pleased.>> if it did so, ford suppliers would be up in arms.it was the suppliers that managed to convince all three of these manufacturers to get together to provide one common standard for business-to-business e-commerce.if ford breaks away, they are not endorsed by the common standard and making it more difficult to do business with the automated manufacturers.not something ford would want to have happen.>> analysts have survival -- doubts about the survival of the exchange.the purchasing exchange also involves japan`s nissa corporation and france`s renault.>>> moving on to at&t, two old economy names hope to offer new economy type services.we`re talking about at&t and i.b.m.both companies say they are joining forces to bundle and market web hosting solutions.the first will help small and medium sized...


-steht eine Kooperation mit Softbank bevor?

Quelle: (Streetsideinvestor)
Since last week, business-to-business is back in vogue again. I don`t know about the entire sector this week but there is sure to be one winner. The Financial Times reported Tuesday that Softbank (9984.T) will be closing a out a deal with a major U.S. business-to-business company to establish a joint venture. Hmmmmm.....let`s see who the company may be. We were given a hint that the company has a $10 billion dollar market capitalization. Could it be Ariba (Nasdaq:ARBA)? Nope, the market cap is $40 billion. FreeMarkets (Nasdaq:FMKT) is only $3 billion so that can`t be it either. How about Commerce One (Nasdaq:CMRC)? Market capitalization of $10.7 billion is close enough.

Commerce One`s (Nasdaq:CMRC) stock saw a nice bump up in the German markets yesterday while those of us in the states were busy barbecuing. This should provide a nice gap up in US trading if the stock continues its drive in Europe. Who Softbank chooses to be its partner remains the biggest question. Softbank does BIG THINGS so if the venture is with Commerce One, it will most definitely be a BIG DEAL



-Was wurde aus dem Gerücht, dass die CMRC-Software in das neue Windows-betriebssystem implementiert werden soll?
Quelle:

Commerce One Aims To Quadruple Recurring Revenue - CFO
09/06 12:22 (DJ)
Story 4223 (CMRC)

NEW YORK (Dow Jones)--Recurring revenue will account for 40% of Commerce One Inc.`s (CMRC) business in the future, said Chief Financial Officer Peter Pervere.

In a CNBC interview Wednesday, Pervere said that currently about 10% of Commerce One`s revenue is recurring.

Commerce One`s joint venture investment announced Tuesday will have no near-term impact on its profit or revenue, the company`s chief financial officer said. Commerce One is giving support to a software partnership involving International Business Machines Corp. (IBM), Microsoft Corp. (MSFT) and Ariba Inc. (ARBA).

"The combination of Microsoft and IBM to come out with a standard for electronic-commerce is something that will benefit the industry tremendously and also the vendors," Pervere said.

-Christine Nuzum, Dow Jones Newswires; 201-938-5172

(END) DOW JONES NEWS 09-06-00


Ich habe das mal alles hier zusammengetragen, um eine gewisse Übersicht zu schaffen.
Danke an alle User, aus deren Postings ich die Quellen kopiert habe!

-Rolf-

[RolfBraun]

Hier noch die Quelle zur Ariba Äußerung:Keep It Coming: B2B Software Firms Look to Boost Recurring Revenue
By Joe Bousquin
Staff Reporter
9/5/00 9:32 PM ET



SAN FRANCISCO -- Even companies in a new sector are open to change, especially when it means more money.

That`s the message that came out of presentations from both i2 Technologies (ITWO:Nasdaq - news) and Ariba (ARBA:Nasdaq - news) on the opening day of the Robertson Stephens Internet Conference here Tuesday. (For a schedule of companies presenting at the conference this week, click here.)

While both companies started with the usual blather about how their software will change the world, they went on to emphasize that they want to build recurring revenue streams.

Software companies, including Ariba and i2, have traditionally made their money by selling licenses to customers so they can copy it. Those licenses bring one-time fees. (The software Ariba and i2 sell enables companies to buy and sell products over the Internet.)

But more software companies are stressing that the real way to make money is by adding services to those licenses and charging customers over and over again as those services are performed. So, for example, a B2B software company might license its product once, but then charge its customer on a monthly basis to access a company-developed-and-operated network of other businesses through the software.

"Licensing fees will always be a part of our revenue," said Bill Beecher, i2`s CFO. "But I don`t think you want to be that way forever. One goal of i2 is to build up those recurring revenue streams."

Beecher said that i2 has written about 20 contracts that give it "the opportunity" to take in recurring revenue, or go into revenue-sharing agreements, with customers.

Ariba emphasized this approach in its presentation as well. Even though it received about 65% of its revenue from licensing fees last quarter, Edward Kinsey, Ariba`s CFO, highlighted his company`s "balanced revenue model." Network access fees have been the fastest-growing portion of Ariba`s revenue, he said.

"We`ve been very good at applying the gas and the brake in this area between license revenues and service revenues," Kinsey said.

The new emphasis on recurring revenue represents a shift because investors so far have rewarded companies like Ariba and i2 because of revenue from up-front licensing fees. Meanwhile, investors punished companies like Commerce One (CMRC:Nasdaq - news) and PurchasePro.com (PPRO:Nasdaq - news) that stressed recurring revenue, because it takes time to build that revenue.

Is the tide turning in favor of the recurring revenue model? Well, investors have noticed something different about it lately. While the stocks of Ariba and i2 have held steady over the last several weeks, Commerce One and PurchasePro have climbed upward.

Maybe that`s because investors are starting to see the advantage of doing things again and again, and getting paid for it each time. And if that`s true, Ariba and i2 are simply telling them what they want to hear.

(Danke "Alter Schwede" !)
Für mich bedeutet das, daß ARBA vor CMRC "kapituliert" !

-Rolf-

[RolfBraun]

Mist, die Aktie hat im Betreff gefehlt...

[Azerim]

@Rolf

Könnte es nicht sein, daß dies keine "Kapitulation" Aribas vor c1
sondern von vornherein so geplant war?
Fest steht, daß Ariba mit seinen licencing fees bisher mehr Kapital
anhäufen konnte und eine viel höhere Marktkapitalisierung erreichte.
Das wiederum bedeutet, daß arba nun über eine viel besser ausgestattete Kriegskasse verfügt und zumindest kurz- bis mittelfristig enorme finazielle Vorteile gegenüber c1 hat.
Dies Kapital können sie nun z.B. gegen c1 einsetzen und in Zukunft trotzdem von recurring revenue proftieren.
Denn wie wir ja wissen, wird höchstwahrscheinlich nur einer die anstehende Schlacht gewinnen und die Standards für die Zukunft setzen.

[superbuschi]

@ all

Leute bleibt cool!

CMRC kommt und zwar gewaltig!

Also lehnt euch einfach zurück und freut euch!

CMRC- supergünstige Kaufkurse!!!

Wir sprechen/schreiben uns in einem Monat wieder, dann erst werdet ihr euch erst freuen wo CMRC steht und das ist noch bei weitem nicht das Ende, sondern erst der Anfang!

CMRC- strong Buy!!!

@ AS

deine Postings gefallen mir! Gut! Weiter so!
P.S. nicht zu viel an die Charttechnik denken!

Grüße,
superbuschi

[J.L.]

B2B - 300 Prozent Umsatzwachstum

Die Umsätze im Business-to-Business eCommerce werden sich bis 2004 vervierfachen. Das haben die Unternehmensberater der Boston Consulting Group (BCG) in einer neuen Untersuchung herausgefunden.

Wie es in der BCG-Studie heißt, werden die Umsätze von für dieses Jahr geschätzten 1,2 Billionen Dollar auf 4,8 Billionen Dollar ansteigen. Die Summe setzt sich zusammen aus den erwarteten Umsätzen von Internet-Marktplätzen und firmeneigenen Electronic Data Interchange Networks (EDI). Diese Datennetze werden bereits seit mehr als zwei Jahrzehnten für den elektronischen Handel zwischen Unternehmen eingesetzt.

Obwohl B2B-eCommerce das Beschaffungswesen recht schnell erobere, sei der Markt noch weitgehend unausgereift, sagte BCG Vice President Andy Blackburn zum derzeitigen Entwicklungsstand der Branche.

Zunächst würden daher auch die traditionellen Verbindungen zwischen den Unternehmen und ihren Zulieferern weiter Bestand haben, heißt es in der Studie. So würden in Zukunft zwar 40 Prozent aller Transaktionen über das Internet abgewickelt, aber nur bei elf Prozent werde auch der Preis online verhandelt.

Allerdings werde die steigende Akzeptanz der Online-Marktplätze schließlich einen zunehmenden Preisdruck auf die Zulieferer und auch auf die Marktplätzen selber ausüben. Bei den B2B-Börsen werde das zu einer Konsolidierung führen. Nur eine begrenzte Zahl großer Marktplätze in den verschiedenen Industriezweigen werde auf Dauer überleben. Denn über die Hälfte der befragten Unternehmen wollen nur mit einem oder höchstens wenigen Marktplätzen zusammenarbeiten.

© 06.09.2000 www.stock-world.de

[barti]

Thursday September 7, 5:37 am Eastern Time
Germany`s Intershop, Commerce One plan cooperation
FRANKFURT, Sept 7 (Reuters) - German software company Intershop and U.S. e-commerce specialist Commerce One (NasdaqNM:CMRC - news) will announce details of a planned cooperation in New York on Thursday, an Intershop spokesman said.

The spokesman said the two companies planned a news conference in New York at 1400 GMT.

He gave no further details but did not deny a report in German business daily Handelsblatt that the cooperation would focus on integrating Intershop`s enfinity ebusiness software with joint sales and marketing activities in future.

Intershop`s chief financial officer, Wilfried Beeck, told the Frankfurter Allgemeine Zeitung the company was planning major acquisitions, with investments likely in the three digit millions.

He said the recent fall in tech stocks had meant that a number of attractive companies could be bought for a quarter of their top valuations

http://biz.yahoo.com/rf/000907/l07362437.html

[=>AlterSchwede]

@superbuschi,

Danke für dein Lob, gern geschehen....

Du stehst wenigstens zu deiner pos. Einstellung & kommst jetzt nicht in den Wind geschwenkt mit, "wir werden jetzt die 50$ wiedersehen". Das steht meiner Ansicht nur dann ins Haus, wenn Covisint platzt. Hoffen wir, dass es nicht soweit kommt. Gestern abend wurden in meiner Abwesenheit weitere Käufe mit tieferen Limits von meinem Broker ausgeführt. Bevor ich mit dem letzten Rest einsteige, warte ich noch ab das sich die Kurse stabilisieren. Dann können wir ...naja, der Rest ist wohl zu lange und passt auch nicht hier ins Forum, es steht in irgeneinem anderen Tread, kannst ja mal schauen...

@RolfBraun

Der Gerüchte-Tread ist eine tolle Idee !! Der wird sich hoffentlich lange halten

Bis dann

AS..

P.S.: Charttechnik hat mir, seit ich gelernt habe sie mit FUNDAMENTALS in ein passendes Verhältnis zu setzen, die schlimmsten Verlusste erspart und die optimalsten Gewinne beschehrt..

[RolfBraun]

@azerim:

öglich, daß ARBA das "geplant" hat. Aber eher warscheinlich, daß ARBA festgestellt hat, daß sie immer neue Lizenzen verkaufen müssen, um weiter zu wachsen (Ertrag).

CMRC dagegen braucht nur ein paar große Deals abzuschließen und dann zuzuschauen wie der Umsatz auf den Plattformen sich entwickelt, denn an jedem Dollar der dort gehandelt wird verdient Commerce One.

Das bedeutet langfristig stetige Einnahmen, OHNE ein neues Produkt verkaufen zu müssen!!!

(Übrigens kommt die Marketcap. von ARBA alleine durch den Aktienkurs zustande, nicht durch die Erträge!)

So, nun überlegen wir einmal, wer stärker am Markt positioniert ist:
Ariba und IBM? (gähn...)
Commerce One und SAP und INTERSHOP? (...!)
...und vielleicht noch SOFTBANK??? (...!!!)

-Rolf-

[RolfBraun]

Danke Schwede!

Ich denke um CMRC wird es noch genügend Gerüchte geben.

P.S.: Ich dachte, Du wolltest erst über 74USD einsteigen?

Aber in einem Jahr wird es relativ sein, ob man seit 40 oder 70 USD dabei war, HAUPTSACHE MAN BLEIBT DABEI !!!

-Rolf-

[OldSmitty]

@RolfBraun

genau meine Rede. Aber was ich nicht auf die Reihe krieg: Wann kapiert das der Markt endlich?
Oder ist der Großteil der Anleger wirklich so dämlich zu glauben nur weil Ariba fundamental momentan besser
dasteht, der Kurs auch besser performen wird? Manchmal kommt mir vor als wären hier nur Kinder am Werk
(an der Börse) Es kam in den letzten 3 Monaten keine einzige schlechte Meldung sondern nur "was wäre
wenn" Aussagen (z.B. Covisint) ist das wirklich der Grund der Angst vor CMRC.
Ariba hat genauso seine "was wäre wenns".

@alter schwede

Ich persönlich glaube auch daß die Charttechnik langsam überhand nimmt. Und daß wir deshalb wieder mal
am 70$ Widerstand gescheitert sind. Langsam kehrt sich das Ganze is Gegenteil. Nicht die Leute treffen
ihre Kaufentscheidungen nach Charttechn. Indikatoren, sondern der Kurs entwickelt sich so wie es die
Charttechnik vorgibt. Kann das richtig sein??

OldSmitty

[Marcus B]

Hallo Rolf

C1-Sap-Intershop-Softbank
was für ein Team
Ich denke das Softbank Commerce One gemeint hat mit $10bn.oder kennst Du eine Firma, mit der gleichen Marktkapitalisierung?Ich nicht!
Heute wird auf jedenfall ein sehr spannender Tag.Mal sehen was M.Hoffman so alles hervorzaubert Ich kann mir nicht vorstellen, das M.Hoffman mit seinem Kurs zufrieden ist.
Alleine der Intershop-Deal ist schon ein paar Dollar wert.
Die Karten müssen früher oder später neu gemischt werden.Im 2.Quartal hat ARBA die besseren Zahlen gehabt, deshalb der Rutsch Richtung 40$
Doch diesmal ist es anders.
Zur Erinnerung
APNT-Deal
Trade Alliance $500Millionen am 1.Tag
Überlegt mal 1.Tag!!!

Es wird Zeit, das C1 die gleiche Bewertung wie ARBA bekommt

[J.L.]

Was ist denn aus der Konferenz gestern geworden?

[=>AlterSchwede]

@Rolf Braun

Erst über 74$ wollte ich einsteigen, falls der Kurs den 200erterMA wider Erwarten doch beim ersten Anlauf gebrochen hätte !
Durch den hohen Kursverlusst gestern wurden die OS jedoch derart billig (es ging von 30 auf 20 Cent runter), dass ich mich teilweise wieder eingedeckt habe. Das kann kein Fehler gewesen sein, denn auf dem Niveau war auch das weitere Korrekturpotential beschränkt.
Man darf eben nicht ZU sehr an der Charttechnik hängen.
Da ich OS handele, ist es zwar gut, wenn ich die Langfristperspektiven kenne, doch hilft mir das nicht, wenn der OS vorher ausläuft.

Ich hoffe du bist jetzt nicht enttäuscht, weil ich "nur" ein Trader bin

AS..

[=>AlterSchwede]

@OldSmitty

Prinzipiell: Richtig ist alles was dir hilft Geld zu verdienen.
Die Charttechnik kann sich Fundamentaldaten NIEMALS dauerhaft widersetzen, das wird dir jeder Fundi bestätigen...! Im Kurzfristiegn Bereich ist alles so unsicher, dass Menschen wohl immer etwas SICHERHEIT suchen werden, woran sie sich klammern !!!

Wenn es nicht die Charttechnik geworden wäre, dann vielleicht die Astrologie !!

Nicht die Charttechnik ist schuld (sie ist SEHR berechtigt), sondern die LEICHTGLÄUBIGE VERANLAGUNG bzw. Beeinflussbarkeit vieler Menschen.

Dass die Charttechnik dran schuld ist, dass die 70$ nicht nachhaltig gebrochen wurde, würde ich so nicht sagen, schließlich haben wir
1. Gewinnmitnahmen
2. neg. Gerüchte (Ford,etc...)
3. die Unsicherheit über die Entscheidung der FTC zu Covisint

Amis hassen Unsicherheit !!!
Das kannst du an den Zinsentscheidungen der letzten Zeit immer wieder nochverfolgen !

So gesehen ist ein Überwinden der 70$ wohl erst denkbar, wenn zumindest einige dieser Faktoren eliminiert sind..

AS..

[Eboerse]

Hallo Zusammen
Leute,Leute,die Charttechnik sieht mehr als gut aus.
Schliesslich haben wir eine positive Trendumkehr vollendet mit dem deutlichen Ausbruch aus der Dreiecks Formation.
Was wird erwartet?
Ein Preis der gerade steil nach oben geht?
Der Chart signalisiert eine bullishe Formation.
Und genauso bleibe ich auch.
Haette meine TAN Liste auch zu hause lassen koennen.
Es gibt einen Unterschied zwischen hartgesotteten und zitrigen.
Was ich hier im Board z.T alles schon heute gelesen habe(bezogen auf den leichten gesunden Rueckgang),hat aber auch wirklich mit zittrigen nichts mehr zu tuen.
Diesen Leuten emphele ich Pampers.
Gruesse
eboerse

[barti]

Ariba, i2 on the outs? SAP, Commerce One engaged?
September 08, 2000
by Adam Feuerstein

I`m in the mood to speculate, spread rumors and generally raise hell (I`m a b-to-b yenta!), so let`s get started.

The much-ballyhooed b-to-b ménage-a-trois between IBM (IBM), Ariba (ARBA) and i2 Technologies (ITWO) is headed for a cold shower. Says who? Says Eric Upin, a b-to-b analyst with Robertson Stephens.


"This partnership is like two best buddies who try to share the same girlfriend -- it just doesn`t happen," says Upin, in an interview conducted during his firm`s Internet conference, held this week in San Francisco. "I really think they were doomed from the moment they put out their press release."


Yo, Eric, tell us how you really feel! Well, Upin has a lot more than snide comments to contribute to his argument. The way he sees it, Ariba and i2 are too aggressive, too successful, in their own right to jump into bed together. The problem, he says, is that both companies are on a collision course because each wants to be the pre-eminent builder of Internet exchanges. And both companies believe, stubbornly, that they already possess all the tools in their utility belts to make it happen, so who needs the other guy?


I`ve talked to executives at all three companies about this issue before, and all insist rumors of marital discord are just that. The alliance has won contracts to build the technology platform for six exchanges so far, and a $90 million advertising campaign portrays Ariba, IBM and i2 as a b-to-b dream team.


But Upin gets paid the big bucks to look beyond the hype, and he sees cracks in the façade.


"When I talk to the companies, you see subtle clues that point to retrenchment already," he says, mentioning the fact that the three companies don`t seem to be making any real progress on joint product development or joint sales efforts.


[An interesting footnote: When i2 presented at the Robbie Stephens conference on Tuesday, the company`s executives didn`t mention Ariba or the alliance, at all. Strange?]


If the alliance does stick together, it will be due to Herculean efforts by IBM, the soothsayer who is currently keeping everyone happy, he says. More likely, he believes, IBM will jury-rig an alliance. Ariba and i2 won`t actually work together, but IBM will use technology from each company, add them to its own middleware and professional service capabilities, and go to market with a "complete" online exchange platform.


If it works, exchange customers won`t know, or care, that behind the scenes, i2 and Ariba aren`t playing nice.


Says Upin: "This was a marriage of convenience, an opportunity that Ariba and i2 both felt was too good to pass up, but I think both companies really wish it would just fade away."


SAP and Commerce One sitting in a tree ...

OK, let’s move on. What about the SAP-Commerce One merger rumor? As you already know, SAP (SAP) has invested about $300 million in Commerce One (CMRC). The two companies are working very closely on a joint product to power online exchanges. Two customers have already been announced, and four more exchanges, as yet unnamed, have also chosen the SAP-Commerce One platform, according to a published report quoting Chuck Donchess, Commerce One`s chief strategy officer.


In other words, SAP and Commerce One are in serious "like" mode, so why not take the relationship "to the next level?"


Upin, again, has an opinion (don`t you just love people who love a soapbox?).


"This partnership is the real thing. It has money, it has deals, so there are many good reasons for the relationship to move closer," he says.


Upin is not betting the farm on an outright merger, but he does believe that SAP may finally be shedding its image as the Teutonic titan of software -- a company with the hubris to believe it can succeed entirely on its own.


"SAP could have acquired i2 or Manugistics (MANU) to become a major player in the supply chain market. The company let Siebel (SEBL), Kana (KANA) and others dominate CRM [customer relationship management], and it totally missed the Broadvision (BVSN), Vignette (VIGN) space," he says. "SAP must change if it wants to stay relevant, so maybe it realizes that a merger with Commerce One would be a smart move."


And then there`s Ventro

While we`re on the subject of merger rumors, let`s end with a whopper and chat about Ventro (VNTR). The somewhat beleaguered operator of six online marketplaces canceled a scheduled presentation at the Robbie Stephens show. It also pushed back an analyst briefing, scheduled for next week, until later this fall. Ventro officials say nothing is amiss -- the cancellations were coincidental -- but that is not going to stop me from believing Ventro CEO Dave Perry has something cooking.


Hell, why not make a prediction (or a suggestion): Ventro is going to merge with VerticalNet (VERT).


Here`s my reasoning: VerticalNet, for all its blather about being the baddest b-to-b boy on the block, doesn`t have much in the way of commerce. Yes, the company operates 57 vertical marketplaces, but most of those are populated with supplier storefronts that are not much more than static advertising and community placeholders.


Ventro, on the other hand, knows how to actually conduct b-to-b e-commerce. It`s marketplaces, especially Chemdex, actually bring buyers and sellers together to conduct real business. That`s what VerticalNet needs.


Blair LaCorte, VerticalNet`s chief strategy officer, said during his Robbie Stephens talk that the company was "getting serious" about its b-to-b strategy, and is especially keen in pumping up its e-commerce capabilities.


What would Ventro get out of a merger? The company is struggling a bit these days, especially when it comes to getting enough buyers and sellers signed up to its marketplace -- an area where VerticalNet could help. And Ventro has told the Street that it will run 10 marketplaces by the end of the year, a goal few think it can attain. A merger with VerticalNet gives it access to more vertical industry markets, immediately, than it could ever do solo.


Do the financials pencil out? I`ll leave that to someone with more number-crunching expertise than I have, but I did run the idea by one analyst I respect, and he agreed with my thinking.


I guess time will tell, but if I`m right, I may just open a b-to-b dating service.


http://www.upside.com/Opinion/39b7e67e0_yahoo.html

[Marcus B]

@Schwede

Die OS werden uns noch sehr viel Freude bereiten

[RolfBraun]

Danke für´s reinstellen, barti!

@Schwede:

Nö, gegen Trader habe ich nichts, ich habe selbst eine ganze Zeit lang CMRC "short" getradet. (Damals in der Range von 39-60 USD)

Allerdings habe ich nach reiflicher Überlegung beschlossen CMRC Shares als long Position in mein Depot aufzunehmen.
Das ist weniger anstrengend, denn ich schätze wir werden nächstes Jahr wieder unser All-Time-High sehen.

So, und jetzt mal was zu den Facts der Konkurrenz:

Ariba (Nasdaq: ARBA)

Wie das Unternehmen
auf der Robertson Stephens Internet Konferenz mitteilte, hat die
Gesellschaft derzeit Probleme die Software Tradex in sein Online-System
zu integrieren. Weiter verläuft das Europageschäft der Gesellschaft eher
verhalten und der Konkurrent Commerce One kann durch seine
Partnerschaften mit der SAP AG und InterShop Communications derzeit
in Europa Boden gut machen. Die Aktien von Ariba
gewinnen trotz allem über 3,5 Prozent auf 161-7/8 Dollar.

Heute wird es recht spannend - wir schlossen gestern über 70 USD, wird die 70 halten oder gibt es einen Rebound auf 67 ???

Hehehe - Commerce One ----------> GO!!!

-Rolf-

[4604]

cmrc wie weiter?

Nach meiner subjektiven Wahrnehmung wird das Closing gestern über 70$ signalwirkung haben.
Wenn mann bedenkt wie vernarrt die Amis auf Charts sind, könnte jetzt ein Blow-off einsetztn.

Ich sage jetzt erst recht.Denke die Zahlen mitte Okt.werden phantastisch ausfallen und die 4QZ. ebenfalls,wenn
nicht noch besser.

cmrc könnte ne gleiche Entwiklung bevorstehen wie csco in den letzten 4 Jahren.

Gruss 4604

[J.L.]

Ausserbörslich bei 71,45$

[superbuschi]

CMRC wird heute weiter nach Norden laufen!

Deswegen gilt für alle mit cash:

CMRC- strong Buy!!!

[=>AlterSchwede]

@ superbuschi, Markus B, Rolf und alle anderen

mir fiel gestern was Geniales in bezug auf CMRC auf !!! ich war wohl vorher blind, es nicht zu erkennen, bitte schaut euch unbedingt den Charttechnik - Traed an und sagt mir, was ihr denkt!!!
Insbesondere Kritik ist SEHR willkommen, vielleicht hat mich ja doch die Euphorie gepackt, ohne dass ich es merke und ich sehe Gespenster !!! :*)

:O:O:O:O:O

Ich wäre jeden dankbar, der mich rechtzeitig vor einem Fehler warnt !!!!

Bis dann

AS..

[RolfBraun]

So, wieder was Neues gesammelt:


B2B – es ist nicht alles Gold, was glänzt

Robertson Stephens-Analyst Eric Upin hat an der Fassade der glitzernden B2B-Szene gekratzt und festgestellt, dass auf dem schillernden Markt nicht alles Gold ist, was glänzt.

Die viel beachtete und hoch gelobte "Menage-a-trois" zwischen International Business Machines [NYSE: IBM Kurs / Chart ], Ariba [Nasdaq: ARBA Kurs / Chart ] und i2 Technologies [Nasdaq: ITWO Kurs / Chart ] sei problematisch, so der Analyst. Ariba und i2 Technologies würden viel zu sehr miteinander um die Marktführerschaft auf dem hart umkämpften B2B-Markt konkurrieren, als dass sie wirklich zusammenarbeiten könnten.

Das Trio, das sich in einer 90-Millionen-Dollar schweren Werbekampagne als Dream-Team der Branche verkaufe, habe in Wirklichkeit noch keine herausragenden Fortschritte in Bezug auf die gemeinsame Entwicklung und Vermarktung ihrer Software gemacht. Die Verbindung von Ariba und i2 Technologies sei eine reine Zweckgemeinschaft gewesen und beide Unternehmen wünschten offensichtlich, dass sie schnell vorbei gehen möge, so Upin.

Die Partnerschaft zwischen SAP [NYSE: SAP Kurs / Chart ] und Commerce One [Nasdaq: CMRC Kurs / Chart ] hingegen bewertet der Analyst positiv. Die Unternehmen hätten jede Menge Geld, Aufträge und es sei an der Zeit, die Beziehung weiter zu intensivieren – spätere Heirat nicht ausgeschlossen.

SAP müsse dazu jedoch zunächst sein Image als Teutonischer Software-Titan ablegen. Letzten Endes werde das Unternehmen seine selbstüberschätzende Vorstellung aufgeben, dass man auf Dauer im Markt alleine bestehen könne. SAP hätte bereits viele Firmen übernehmen können, so Upin, habe die Chancen aber nicht genutzt. Eine Ehe mit Commerce One erscheine ihm daher als cleverer Schritt.



Quelle:Stock world

Hab´ ich doch gestern noch gesagt, gelle?

-Rolf-

[garzarelli]

moin moin zusammen
endlich mal wieder ein eher sachliches thread, wenn ich da an die geschichten aus 1001 nacht beim escom board lese kommt mir das grausen

zur sache, abgesehen davon da C1 eine fundamental gute story aufweist, keine frage, sehe ich
@ superburschi + old Smitty + AS

den chart wie ein wasserrad das immer neues wasser nach oben schauffelt, natürlich machen die kurse den chart aus, stimmt dieser
aber, und viele glauben an die charttechnik, springen natürlich sehr viele auf, was den chart bestätigt,
also was solls,
momentan sind wir >charttechnisch gesehen< aus dem aufsteigenden Dreieck (ich schliesse hierbei bewusst die Übertreibungen
im Februar und Anfang März, die kann man nicht als normal bezeichnen, da haben alle märkte verrückt gespielt)
ausgebrochen und zwar nach oben,
selbst wenn man die Zahlen von anfang September zu grunde legt, liegen wir auf einer Linie mit Trend nach oben,
da, die wie wir alle hoffen (sommer, spätsommer, herbst oder wie auch immer) rallye ja nun endlich steigen sollte,
und -unbestätigte gerüchte (gute meldungen für Oktober) im raume stehen,
sehe ich C1 als absoluten Top Performer,
wie sagte Kosto , nicht auf den Boden schauen, immer 300 meter nach vorne, dann kriegst du auch die nächste kurve mit
Leichtigkeit
in diesem sinne
have a good trade
garza

[AndyBusch]

guten Morgen
habe gerade etwas in den US-board gestöbert und bin über goldmund aus dem MF auf folgenden interessanten link zu covisint gestossen:

Vielleicht waren wir doch etwas zu pessimistisch. Aber ein bißchen Zweckpessimismus kann auch nicht schaden .

It`s go-time for Covisint
First trading could come in October
http://www.automotivenews.com/autonews/html/main/stories/cov…
Hinweis: Liest sich im Original wesentlich schöner.

WASHINGTON -- Covisint is getting ready to blast off.

Positive signs

Government approval of Covisint could come in the next month. Here are some signs approval will be given:

The FTC in August approved another exchange, Trade-Ranger.com, for the energy industry. It begins operating this month.

Only in the FTC and Covisint disagree on issues would details of the government review have to be made public. No details have surfaced.

Covisint planners have not had to negotiate with the FTC on any issues.

The online automotive trade exchange says it could begin operating the first week in November, though sources say it could happen much sooner. Covisint spokesman Dan Jankowski said last week that planners are optimistic the Federal Trade Commission will give its approval by early October.

Based on the lack of red flags from Washington and last month’s approval of another large trade marketplace, the signs look good.

"We’re expecting a positive outcome," Jankowski said.

Once FTC approval comes, Covisint can move quickly. Planners would need to incorporate the company; hire permanent workers at its temporary Southfield, Mich., headquarters; and choose a CEO.

That process might take 30 days, but could be quicker.

"We are not a business right now," Jankowski said. "We have to do the legal paperwork. We’ve got to hire people. Covisint is not a legal entity to hire people. So within a 30-day window, all that stuff will come together."

CREDIBILITY AT STAKE

Industry observers say it is critical that Covisint, which was announced in February, begin operations as soon as possible if it is to become a credible e-commerce player.

"They need to get up and running, even if it’s just a small function like auctioning off excess inventory — something that provides some value that people need today that they can’t get anywhere else and are willing to use," said Kevin Prouty, senior analyst at AMR Research in Boston. "Something that’s easy to get their hands around. I think that gives them a lot of credibility right way."

Covisint planners have been saying all along that they will be ready to go after FTC approval.

"If they wouldn’t, this would be a huge loss of credibility," said Michael Heidingsfelder, a partner at RolandBerger Strategy Consultants in the Troy, Mich., office. "They don’t have any other choice — just start and get things running."

Nobody expects Covisint to have its entire product range — procurement, product development and supply-chain management — up and running in the first release of software, Heidingsfelder said.

HANDLE WITH CARE

The first software release, the e-commerce tools that suppliers and automakers will use to communicate with each another, will be ready, Jankowski said.

The FTC is handling Covisint with great care because the agency’s decision likely will set the standard for other electronic marketplaces.

In August, the FTC approved Trade-Ranger.com, a marketplace for the energy market led by Royal Dutch/Shell, BP Amoco PLC and 12 other oil refiners and the trading unit of Mitsubishi. Trade-Ranger plans to process transactions on its marketplace beginning this month.

The difference between the exchanges is that Covisint is much larger. It is expected to be the world’s largest Internet marketplace, handling up to $750 billion in annual purchases by automakers and suppliers.

BEHIND THE SCENES

The outside world may never know how much the FTC influences Covisint’s final shape.

Reed Freeman, a former FTC staff member who represents the Original Equipment Suppliers Association in Troy, Mich., said the government’s first option is to negotiate privately with Covisint until it is comfortable with the structure and planned operations.

"I suspect the government is in dialogue with Covisint (now)," said Freeman, a lawyer with the Washington, D.C., firm of Arent Fox Kitner Plotkin & Kahn.

Only if the FTC and the exchange disagree on some points would details have to be made public.

Jankowski said Covisint planners have not had to negotiate with the FTC on any issues.

"They’re asking for information and looking for clarification — what does this mean, and how is this going to operate?" he said. "They’re trying to understand what Covisint is intending to be."

If the FTC and the exchange disagree on some points, the agency and Covisint could agree to settle their differences publicly, Freeman said. If no agreement were reached, the FTC could go to court to try to enforce its will.

Freeman described the last option for businesses as "a high-stakes, high-cost, an almost bet-the-company deal."

Freeman, however, does not expect the FTC to take a hard line on Covisint.

For one thing, the agency is just learning how electronic exchanges work, More broadly, the government as a whole has a wait-and-see attitude toward business conducted over the Internet, he said.

"The FTC gets a bad rap, but they do not want to put up an artificial barrier to business in the competition area. They’ll go after fraud in a blink," Freeman said.

FTC officials refuse to talk specifically about Covisint, but they do discuss generally the agency’s interest in electronic marketplaces.

Susan DeSanti, the agency’s director of policy planning, said she does not believe there is a need for new FTC guidelines to control the exchanges because the same rules that regulate businesses elsewhere also apply online.

Freeman said that if no guidelines are issued, the FTC would establish standards for exchanges through future enforcement actions.

In other words, exchange owners and participants will see what activities the FTC considers unacceptable by watching the ones it attempts to block.

FTC policy makers and enforcement personnel "do talk to one another," DeSanti said.

E-mail staff writer Harry Stoffer.

Mein Fazit: Der schlafende Riese erwacht.

grüße Andy

[barti]

!

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

[BMW-Fan]

Geh halt dann mit der Masse u. verkauf Deine "Optis". Hindert Dich ja keiner. Jeder soll sich SEINE Ge-
danken machen und nicht DEINE!

Servus

[powerchip]

Zu barti und dem Gesamtmarkt:

Sicherlich ist die Entwicklung der Nasdaq in den nächsten Tagen sehr entscheidend. Ich halte zwei Möglichkeiten für Nasdaq und C1 denkbar:
1. Die Nasdaq fällt noch sehr stark ( es isr übrigens September ! )
und die Anleger nehmen auch bei C1 Gewinne mit. Bitte bedenkt das in Phasen der Übertreibung die guten fundamentalen DAten nicht so sehr zählen.

2. Der Markt fällt und die Anleger suchen nach Papieren mit guter Perspektive und niedrigen Kursen um umzuschichten. C 1 ist so gesehen aufgrund der aktuellen Nachrichtenlage und Empfehlungen eine perfekte Alternative.

Für These zwei spricht die Kursentwicklung von Freitag dem 08.09. Fazit: Eine schwache Börse kann ( gewagte Aussage !!! ) letztendlich aufgrund von Umschichtungen vieleicht sogar eher positiv für C1 sein. Wie ist euere Meinung ??

[barti]

sag mal bmw-fan !!!!!

sicher soll sich jeder seine gedanken machen !!!! aber um eines bitte ich dich. red mit nem anderen ton mit mir. das kannste mit deinen autofreunden machen, aber nicht mit mir.

für alle anderen ein schönes wochenende

[RolfBraun]

Nix für ungut, Freunde:

Aber dieser Thread soll wirklich nur zum diskutieren und posten von Fakten und Gerüchten dienen (sonst wird´s zu unübersichtlich).

Bitte keine "morgen geht´s ´rauf" oder "heute geht´s runter" Postings.

Dieser Thread ist zur Information für "Long-Positions" gedacht.
Charttechnik und Markteinschätzung können wir im Tread vom "Alten Schweden" diskutieren, ja?

Keep this Thread clean an Commerce One will prevale!

-Rolf-

@Andi: Danke für´s reinstellen!

[Trend Investor]

@barti: Naja, Dein Ton ist aber auch nicht sehr freundlich.
@powerchip: Ich vermisse Möglichkeit 3.: Die Nasdaq steigt wieder und C1 bricht nach oben aus. Ich halte diese Möglichkeit für durchaus realistisch, da in den letzten Wochen immer dann, wenn man glaubte einen neuen Trend zu erkennen, der Markt wieder drehte. Ich kann mir gut vorstellen, dass das ab Montag/Dienstag wieder so läuft.

[BMW-Fan]

@barti

Hatte eigentlich nicht vor, Dich zu beleidigen. Du schreibst selbst, daß sich ein gutes Unternehmen der
Meinung der allgemeinen Masse nicht entziehen kann. Da bin ich aber anderer Meinung. Hat sich denn
C1 am Freitag nicht der allgemeinen Masse entzogen u. ist gestiegen? Im übrigen werden sich
sicher alle anderen Leute auch Gedanken zum Gesamtmarkt machen. Jedoch wird niemand hierzu eine Lösung
finden. Keiner weiß, was die Nasdaq weiter machen wird u. das ist gut so.Ich wollte nur sagen, daß Du
verkaufen mußt, wenn Du der Meinung bist, daß sich die Gesamtlage verschlechtert. Wenn Du hierzu 100
Leute im Board befragst, dann wirst Du mindestens 3 verschiedene Meinungen hören: Anstieg, Fall oder
Seitwärtstrend. Diese Entscheidung wird Dir keiner abnehmen können. Sei mir nicht böse, aber wenn man
mit Optionsscheinen handelt, dann sollte man soweit ich informiert bin "eiserne" Nerven besitzen. Deine
Reaktion sagt mir aber, daß Deine Nerven derzeit blank liegen. Aber aus den verschiedenen Postings kann
man lesen, daß Du nicht der einzige bist.

Was soll eigentlich der Schmarrn mit den Autofreunden? Was willst Du damit sagen. Na ja, ist mir eigentlich
auch egal.

@powerchip
Hier merkt man, daß sich einer wirklich Gedanken macht. Respekt. Der letzte Satz von Dir gefällt mir. Ge-
wagt, aber nicht von der Hand zu weisen.

Servus zusammen

P.S. Barti, ich wünsche Dir ein schönes u. erholsames Wochenende!!

[barti]

hallo bmw-fan

ich bin jetzt einige jahre dabei. meine nerven sind sicher nicht blank. es ging mir um die leute, die ständig in wolke sieben schweben und ständig irgendwelche kursziele von sich geben. ich wollte nur mal nen denkanstoß geben. das war eigentlich alles. ich hab auch nicht gesagt, ob ich, wann ich und wieviel ich verkaufe.
sicher war am freitag c1 saustark. das zeigt die qualität von c1.
nur wie oben gesagt, sollte man auch den markt im auge behalten. das haben einige sicher nicht und denken nur noch an c1.
sorry, wenn ich zu harsch war.

auch dir ein schönes wochenende !

gruß
barti

[Eboerse]

Hallo Zusammen
@Rolf Braun
Na dann,gehoert das Posting hier und nicht in Haramis Thread hin.
Sorry,wegen des doubles!?
Die ganzen News der letzten Zeit deuten auf einen Fortschritt von Implementierungen hin.
Es sieht so aus,als ob sich die zahlreichen Kooperationen nach und nach auszahlen.
Sonst wuerden nicht nach und nach immer mehr Portale den Betrieb aufnehmen.
Die Partnerschaft von Sap und Commerce One war aus jetziger Sicht ein excellenter Schachzug und wohl durchdacht.
Die schon seit laengerem bestehende Kooperation mit Intershop zeigt Fortschritte.
Die Kooperation mit Exodus und Microsoft hat bislang fuer den Anleger noch kein klares Bild gebracht.
Doch auch hier werden wenn es an der Zeit ist Ergebnisse vorgelegt die fuer den Anleger dann erst ersichtlich werden,welcher Sinn ueberhaupt dahinter steckt.
Ich verstehe trotz des enormen Kursanstiegs von Commerce One die momentane Bewertung nicht.
Obwohl ich sagen muss,das es aus Charttechnischer,und damit auch aus psychologischer Sicht allemal gesuender ist nicht von 0 auf 100 zu steigen!
Das Geschaefts und Gewinnmodell wird langsamm nach und nach auch fundamental und durch Fakten beataetigt.
Erwartet werden mittlerweile 4 Inbetriebnahmen von einer der unzaehligen Portale an dehnen Commerce One arbeitet.
Aus dem GTW oder Mega Exchange?
Erwartet wird eine Entscheidung der FTC bez. Covisint.
Da Covisint im September in Betrieb genommen werden soll,warum soll die Entscheidung im Oktober fallen wie ich in diesem Board schon gelesen habe?
Ich erinnere da an den Bloomberg Artikel!U.a.
Und Covisint ist ein Musterbeispiel auch bez. des Postings weiter oben,das es mehr und mehr auf einige wenige Key Player hinauslaeuft.
Diese Entscheidung wird der Schluessel fuer den gesammten B2B Bereich darstellen und faelt sie negativ aus wird es das vorlaeufige Ende der B2B Ralley bedeuten.
Also,das Hauptaugenmerk sollte doch der Entscheidung Covisints bez. der FTC gelten.
Meine Schlimmste Vorstellung dies bezueglich waere eine mit Auflagen gegebene teilweise Freigabe.
Abwarten,da entscheidet die FTC.
Ich kann mir aber nicht vorsellen,das es eine Komplette endgueltige Absage fuer diese Plattform geben wird.
Warten wir es ab,ich koente mir vorstellen,das es um den Zeitpunkt der E Link Conference in Las Vegas zu einer Entscheidung kommt.
Das ist eine Vermutung,jedoch lieben die Amis den Showdown!
Gruesse
Eboerse

[BMW-Fan]

Hallo Barti!

Ausgeschlafen u. ausgeruht kann ich nur sagen, daß das wohl ein kleines Mißverständnis war zwischen
uns beiden. Dürfte wohl ausgeräumt sein. Aus Deinen bisherigen Beiträgen konnte ich aber immer entneh-
men, daß wir bezüglich C 1 die gleiche (positive!) Meinung haben.Du handelst halt mit Scheinen.
Ich überlege jetzt sogar, nach einer eventuellen kleinen Korrektur noch einmal nachzukaufen. Was sagst
Du dazu?

Servus

[ArnieR]

@alle
wenn man sich die Kurse vom Freitag ansieht (zB. ARIBA), ist C1 schon fast ein Fels in der Brandung gewesen. Hinzukommt, dass die Ami´s immer dann etwas durchdrehen, wenn ein Feiertag in der Woche ist. Nächste Woche könnte die Nasdaq schon wieder nach Norden drehen.
Grüße
Arnie

[AndyBusch]

excellenter Beitrag von ecommerce_5000 aus dem YHOO board:
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=21750636…
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=21750636…

Noch ein Appell: bitte diesen thread nicht voll-schwatzen. Der sollte ausschließlich für fundierte Analysen/Meinungen/Gerüchte und dergleichen vorbehalten sein. Für Unterhaltungen [an denen ich mich auch gerne beteile], der Art: gehts morgen rauf oder runter, gibt es genug andere threads.

grüße Andy
p.s. ich glaube RolfBraun du probierst es am besten noch mal mit einem neuen Thread. Der ist schon verhunzt.
Vielleicht fügst du eine kleine Präambel bei: dieser Thread ist ausschließlich ...
und eröffnest gleichzeitig einen Plauder-Thread.

[AndyBusch]

!

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

[DimStar]

in Zeiten, in denen das boardniveau immer dünner wird, freuen mich deine postings umso mehr, Andy.

selling software and go away ? welches unternehmen erzielt die höheren network-revenues ? ich denke, daß der abstand in Q3 + Q4 noch deutlich wachsen wird. es sind m.E. gerade die best-of-breed-komplementärlösungen ala VeriSign, i2, Descartes, Amex oder Business Objects, die Ariba diese Entwicklung ermöglichten. von angeblichen oder fehlenden SAP-Lösungen werden wir noch ausgiebig hören. ich bin gespannt darauf, wie sich i2 in den nächsten monaten ausrichtet. sehr gespannt.

dieses von ecommerce_5000 war ja auch köstlich:
"As these companies create more exchange with all with little marketing effort from CMRC, they are automatically connected to the GTW and can beginning trasacting businesses across the globe without having to worry about suppliers."
"Companies like Ariba then resolved to acquiring companies such as Tradex and SupplierMarket to keep up with the pace."
"CMRC built this model from ground up therefore making it grow organically, without the need to acquire."

welches unternehmen hat es geschafft, 30.000 suppliers und welches 1.500 suppliers aufzunehmen ? wer mußte einen SI kaufen, um über den status von press-releases hinauszukommen ? Warum hat man vom Marktplatz der Dt. Telekom nach dem press-release vor 8 Monaten überhaupt nichts mehr gehört ? Der Ariba-Buyer wird währenddessen bei 2 Dutzend der 100 größten Unternehmen der Welt zum Standard erhoben. für mich ist klar, welches unternehmen hier seine hausaufgaben macht und durch neutralität weiterhin machen wird und bei wem es mangelt.

auch ich halte einen ausgiebigen C1-hype für möglich, wenn im Herbst einige mega-exchanges tatsächlich endlich live gehen. die ernüchterung ist daraufhin vorprogrammiert. ich werde aber trotzdem wohl nicht verkaufen, weil ich diesen wert langfristig für zu stark halte. C1 wird marktführend bei Mega-Exchanges. weil die Entwicklung dabei im Vergleich zum procurement-markt wesentlich langsamer voranschreitet, wird es für mich schwierig bleiben, mit reinen B2B-Aktien kurz-mittelfristig Geld zu verdienen.

Grüsse

[RolfBraun]

@Andy:

Danke für den Beitrag! Ich konnte mir ein Grinsen nicht verkneifen, war CMRC nicht vor einigen Monaten noch auf der "Todesliste" von...
na?... GENAU: Barron´s!!!

hahahaha... so ändern sich die Zeiten.

Übrigens hatte ich vor einigen Tagen genau die gleiche Mutmaßung bereits schon einmal gepostet:

ARBA muss immer neue Lizenzen verkaufen um weiter zu wachsen.
CMRC muss nur die Vorraussetzungen schaffen, daß die Kunden einfach und viele Umsätze generiern, das Wachstum findet dann automatisch und kontinuierlich statt.
Barron´s hat´s gemerkt, ARBA macht sich auch schon Gedanken über eine Änderung des Geschäftsmodells...

hehehe...

Noch was Anderes:

Am Wochenende ist mir dauernd ein Satz vom alten Bernecker (ja, der hat auch manchmal recht!) zu "Yahoo" im Kopf herumgegeistert:

Yahoo generiert 90% seiner Erträge durch Werbung von "Internet-Firmen" auf seiner Website. In dieser Branche werden es aber über kurz oder lang nicht alle Unternehmen bestehen.
Verliert Yahoo nur 20% seiner Kunden, sinkt der Ertrag überproportional.
(nur sinngemäß wiedergegeben)

So, was hat das jetzt mit Commerce One zu tun?
----------> GANZ EINFACH:

Schaut euch doch einmal die Kundenliste von CMRC an:

-General Electric
-GM / Daimler-Chrysler / (Ford?)

alles "Old-Economy" auch Trade Ranger macht Umsätze in der Old Economy, das sind alles Giganten, die auch in 10 Jahren noch bestehen werden.
Auch die (zu Erwartenden) Engagements in Europa werden Früchte tragen, da aufgrund der wahrscheinl. längerfristigen Euroschwäche die "Old-Economy" in Euroland die nächsten Jahre stark wachsen wird.

Gerade Europa ist für B2B enorm wichtig.
Ich denke die großen Kunden von SAP dürften Allen hier bekannt sein,
durch die Partnerschaft hat CMRC diese schon so gut wie in der Tasche.

... und Ariba guckt nur noch zu.

-Rolf-

[serano]

aus dem Yahoo Board:

"
A Covisint spokesman said Sunday that "we expect something to happen this week," but declined further comment until after the FTC acts."

[AndyBusch]

@Rolf: wenn ich mir den Beitrag von DimStar durchlese die klangen auch schon mal euphorischer *g*, beschleicht mich das Gefühl, dass wir beide vielleicht schon wieder zu optimistisch sind.
Als Korrelat zu der sehr bullishen Board/Analysten-Stimmung weltweit, durchaus Anlass, seine eigene Einschätzung zu hinterfragen.

Ich denke auch dass das 3. Quartal schwierig für C1 wird. Vieles ist noch in der pipeline oder wird noch nicht signifikant zum Umsatz/Ergebnis beitragen.
Nehmen wir z.B. covisint ich hatte schon die Befürchtung das wird nichts mehr:
Größere Umsätze sind frühestens für Ende Oktober, anfang November zu erwarten. D.h. diese Umsätze werden keinen Eingang bei den Zahlen, die wir gegen 16.Okt. erwarten dürfen, finden.

Wie schnell allerdings große Volumina erzeugt werden können zeigt das Beispiel Trade Alliance: 30 Tage nach Start wurden am 1. Tag der Inbetriebnahme 500 Mill $ umgesetzt und das bei einer Infrastruktur (Asien), die aller Wahrscheinlichkeit der in USA/Europa bei weitem nicht das Wasser reichen kann. Das ist traumhaft.

Und das macht mich doch optimistischer für das 4. Quartal/1 Quartal 2001, auch und gerade unter Berücksichtigung der 4 neuen exchanges, die demnächst angekündigt werden (weitere werden folgen).

Wenn die APNT-Zahlen in das 3.Quartalsergebnis mit einfließen (wovon ich ausgehe), dürfte der Abstand zu ARBA nicht zu groß werden. Könnte also quasi eine Art Brücke sein.

grüße Andy

[AndyBusch]

http://biz.yahoo.com/rf/000911/n11474616.html

Grünes Licht für Covisint?
Würde auch langsam Zeit, dass der FTC-Bremsklotz beiseite gekickt wird.

Monday September 11, 3:59 am Eastern Time
US FTC to approve Covisint auto Web venture - WSJ
NEW YORK, Sept 11 (Reuters) - The U.S. Federal Trade Commission is expected approve the Covisint business-to-business Internet exchange formed by the three largest U.S. automakers, the Wall Street Journal reported in its electronic version on Monday.

The FTC opened an investigation in March to determine whether or not the online venture formed by General Motors Corp. (NYSE:GM - news), Ford Motor Co. (NYSE:F - news) and DaimlerChrysler was anti-competitive.

The newspaper reported that federal officials determined that enormous efficiencies and cost savings could result from the venture, by sharply reducing sales-and-distribution overhead costs and streamlining purchasing.

The venture was designed to funnel the automakers` $240 billion in annual supply spending through one channel. Many large suppliers have since agreed to join the exchange.

Nochmal weil es sich so schön liest:
The newspaper reported that federal officials determined that enormous efficiencies and cost savings could result from the venture, by sharply reducing sales-and-distribution overhead costs and streamlining purchasing.

An der Erkenntnis führt kein Weg vorbei.

Es gibt auch eine andere Erkenntnis, die ich die letzten Wochen gewonnen habe:
Bei den Gerüchten im YHOO-board egal von wem sie stammen, sollte man sehr vorsichtig sein (buy the rumor sell the fact?). Nichtsdestotrotz includiert der Thread-Titel hier auch "Gerüchte".
[z.B. um das Gerücht, dass sich Ford angeblich aus covisint ausklinken soll, ist es auf dem YHOO-board wieder erstaunlich ruhig geworden :-D]
Ich glaube nicht mal, dass wir Transora schon an ARBA abschreiben können.

grüße Andy

[Marcus B]

Hoffentlich spielt die Nasdaq heute mitDann könnte es ein guter Tag werden.

Go C1

[AndyBusch]

Hallo Marcus: nimms mir bitte nicht übel, aber ich verweise auf meinen Beitrag weiter unten bzw. auf einen von Rolf noch weiter unten.

Noch ein Appell: bitte diesen thread nicht voll-schwatzen. Der sollte ausschließlich für fundierte Analysen/Meinungen/Gerüchte und dergleichen vorbehalten sein. Für Unterhaltungen [an denen ich mich auch gerne beteile], der Art: gehts morgen rauf oder runter, gibt es genug andere threads.

grüße andy

[Joergs]

11.09.2000:

Regulators Are Expected to Approve
Car Makers` Online Parts Exchange
By JOHN R. WILKE
Staff Reporter of THE WALL STREET JOURNAL


WASHINGTON -- Federal antitrust regulators are expected to approve one of the first big business-to-business Internet marketplaces, a massive
online parts bazaar set up by the Big-Three auto makers, giving a major boost to online commerce.

The new B-to-B exchange, named Covisint, is expected to wield staggering purchasing power of as much as $240 billion a year, the auto makers have
said. It was organized in February by Ford Motor Co., Dearborn, Mich., General Motors Corp., Detroit, and DaimlerChrysler AG, Auburn Hills, Mich.,
and has since secured participation agreements from more than a dozen major parts suppliers.

FTC Requests Additional Information on Planned Automotive Trade Exchange (July 27)

Covisint Automotive Trade Exchange Loses Turfe, One of Co-Chief Executives (July 24)

The Federal Trade Commission opened an investigation of the venture in March, concerned that such an online alliance among competitors could
lead to collusion, illegal price "signaling" or other exchanges of sensitive business data, or illegal collective action by the auto makers to suppress prices
charged by suppliers, people close to the review said.

Instead, federal officials determined that enormous efficiencies and cost savings could result from the venture, by sharply reducing
sales-and-distribution overhead costs and streamlining purchasing. The commission is expected to approve Covisint without conditions, while
delivering a warning to its backers that the government will continue to monitor the effort as it is implemented, those close to the review said.

The expected Covisint approval shows that prospects for antitrust clearance of future B-to-B sites depend on the specifics of their design, their
ownership structure and the extent of concentration already present in the given industrial sector.

The approval will end a six-month investigation and is one of the first for a major B-to-B exchange. It was being closely watched for signs that
antitrust concerns could slow the growth of the B-to-B sector, which has continued to attract investors and venture capitalists despite the recent
shakeout in Internet retailing. In balancing antitrust risks against potential economic efficiencies, officials focused on the electronic architecture of the
site and insisted that it include "firewalls" to prevent any leakage of sensitive price and product information, people briefed on the review said. The
FTC also reviewed rules governing who could participate or be excluded, and insisted that site designers work closely with antitrust lawyers to ensure
compliance, these people said.

Covisint is the most visible of a wave of new B-to-B exchanges, where companies can shop, pay for and arrange for delivery of a vast array of
products or services from a desktop computer. Traditional Old Economy manufacturers, lured by the prospect of streamlined purchasing or sales, have
set up scores of such ventures, and many of them are still awaiting antitrust approval by either the FTC or the Department of Justice.

Sites have been announced or are already active in many industries, ranging from aerospace to meatpacking. In watching the trend, antitrust enforcers
are especially concerned about monopsony or oligopsony, in which one or many major purchasers band together to squeeze suppliers and force down
their prices. While this can be pro-consumer in some instances, it has also been found illegal when purchasers act in concert in markets they
dominate. For example, monopsony concerns arising from a merger of grain buyers last year forced one of them to shed assets to win Justice
Department approval.

Gary Lapidus, an analyst with Goldman Sachs Group, has said oligopsony shouldn`t be a concern with Covisint because the auto makers say they
oppose aggregating their purchasing. He notes that supply-chain savings of as much as $1,000 per vehicle could eventually result from online
purchasing, but that it may take several years to reach that.

A Covisint spokesman said Sunday that "we expect something to happen this week," but declined further comment until after the FTC acts.

The FTC is expected to set more specific guidelines for what it expects from the B-to-B exchanges in a report expected to be made public next month.
At an agency-sponsored workshop this summer, Susan DeSanti, FTC director of policy planning, warned that the new marketplaces raise traditional
antitrust problems in a new, online world. But they also "have the potential to generate remarkable savings" and boost productivity, she said, and if
they are designed properly "can even make markets, more, not less, competitive."

[RolfBraun]

@Andy und Joergs: Danke für Eure Arbeit!

Hört sich seeeeeeeeeeeeeehr gut an!!!


@all: Die Fakten und Gerüchte sollen hier natürlich auch diskutiert werden!!!

Nur bitte keine "Auweia runter" oder "heute geht´s rauf" Postings.
Dafür hat der Alte Schwede einen guten Thread aufgemacht.

-Rolf-

[Marcus B]

Hallo Andy

was hast Du für ein Problem?Meine Aussage bezieht sich auf Covisint

[barti]

ITT Industries e-Enables Its Supply Chain With Commerce One(R) Agreement
WHITE PLAINS, N.Y., Sept. 11 /PRNewswire/ -- ITT Industries, Inc. (NYSE: ITT - news) announced today that it has entered into an agreement with Commerce One®, the leader in global e-commerce solutions for business, to transition ITT`s non-production materials purchasing to an Internet-based system. Deloitte Consulting has been retained by ITT to assist in the strategic design and integration of the application. ITT will begin implementation of the first phase of its web-enabled materials purchasing program in the U.S. in the third quarter 2000, and expects to expand the program outside the U.S. in 2001. Once the non-production program is fully in place worldwide, the company anticipates savings of more than $50 million dollars annually.

``ITT Industries users will order non-production goods and services exclusively through Commerce One`s MarketSite(TM),`` said Lou Giuliano, president and chief operating officer of ITT Industries. ``We expect this system will increase order process efficiencies for ITT, and our suppliers will enjoy increased volumes as well.``

As ITT Industries completely e-enables its purchasing function, by including production materials, Giuliano said significant additional cost savings will be achieved.

``The e-enablement of our purchasing function is a critical step in moving more of our business processes to the web environment. It will have a major positive impact on our key financial yardstick, Economic Value Added,`` Giuliano said.

Commerce One (Nasdaq: CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Based in Pleasanton, California, the company employs more than 1,100 people around the world (http://www.commerceone.com).

ITT Industries, Inc. (http://www.itt.com) supplies advanced technology products and services in key markets, including: electronic interconnects and switches; defense communications, opto-electronics, information technology and services; fluid and water management, and specialty products. Headquartered in White Plains, New York, the company generated $4.6 billion in 1999 sales, and employs approximately 38,000 people around the world.

In addition to the New York Stock Exchange, ITT Industries` common stock is traded on the Midwest, Pacific, London, Frankfurt and Paris exchanges.

SOURCE: ITT Industries, Inc.

[serano]

absolut gaga, die Kaufhysterie in C1 - aber schön, auch mal dabei zu sein.

[gino2000]

schon gehört?

Commerce One Selects Progress SonicMQ to Power Commerce One MarketSite Portal Solution
BEDFORD, Mass. and PLEASANTON, Calif.--(BUSINESS WIRE)--September 11, 2000--

Leading B2B E-Commerce Firm Chooses Best-Of-Breed E-Business Messaging

Infrastructure to Ensure Reliable Internet Transactions

Progress Software Corporation (NASDAQ:PRGS - news), a leading supplier of technology for building E-Business solutions, and Commerce One, Inc. (NASDAQ:CMRC - news), the leader in global e-commerce solutions for business, announced today that Commerce One has selected Progress® SonicMQ(TM) E-Business Messaging server for Commerce One`s MarketSite Portal Solution.

SonicMQ provides a massively scalable and highly reliable transport for the exchange of business-critical information over the Internet, which helps companies move global trade to the Web. Messages, which can range from simple purchase orders to complex CAD documents, may be instantly and securely delivered over the Internet by using sophisticated routing algorithms to determine the fastest delivery path and ensure high system availability. As new trading partners or communities are added to the Commerce One Global Trading Web, an extensive worldwide B2B trading community, the SonicMQ-based infrastructure provides access to all new destinations without requiring any local configuration or application changes.

``Global e-commerce depends on a reliable messaging infrastructure that can scale to support tens of thousands of trading partners and handle millions of transactions per day,`` said Charles J. Donchess, executive vice president and chief strategy officer, Commerce One. ``We selected Progress SonicMQ as part of Commerce One`s strategy to incorporate best-of-breed technology into the MarketSite platform, enabling us to offer, what we believe, is the most robust e-commerce solutions to our customers.``

MarketSite Portal Solution allows corporations and Internet market makers to build open electronic marketplaces and link them to the Commerce One Global Trading Web(TM). This comprehensive set of products and services enables real-time, interactive transactions between trading partners, suppliers, service providers and market makers. Through the use of SonicMQ and an XML-based transaction infrastructure, value-added business services such as auctions, content management, payment services and logistics can be rapidly deployed and leveraged on e-marketplaces.

``Today`s emerging B2B e-marketplaces demand ubiquitous connectivity, seamless integration, massive scalability and performance, and the flexibility to process and add new trading partners and trading groups quickly without sacrificing security,`` said Steve Garone, program vice president at International Data Corporation. ``Commerce One already boasts a significant number of users and is projecting trading communities that could approach many tens of thousands of users. Selecting SonicMQ to address their rigorous demands is a significant proof point for the scalability of Progress Software`s JMS product.``

``Through Commerce One`s MarketSite Portal Solution, SonicMQ will be used to power the largest global B2B exchanges and will be deployed at tens of thousands of customer sites worldwide,`` said Progress Software Co-Founder and President Joseph Alsop. ``SonicMQ is the only messaging solution that can deliver the scalability, performance and reliability required for E-Business.``

Progress SonicMQ is a leading provider of E-Business Messaging, the infrastructure required for the reliable transport and exchange of business-critical data over the Internet. SonicMQ natively supports Internet standards and is based on the Java(TM) Message Service (JMS) specification, which provides a common set of interfaces, messaging concepts and programming strategies. SonicMQ has been chosen by many leading e-commerce companies and has won numerous awards, including Java Pro Magazine`s Readers Choice Award for Best Java Messaging Tool, Best Java Middleware from attendees at the SIGS Conference for Java Development, and a World Class Award from Java Developer`s Journal.

About Commerce One

Commerce One (NASDAQ:CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.

About Progress Software Corporation

Progress Software Corporation (NASDAQ:PRGS - news) is a global supplier of software products and services for developing, deploying and managing business applications moving to the Internet. Progress Software Corporation offers messaging servers, application servers, databases, and application development and management products.

Progress Software Corporation`s partners include more than 2,000 application service providers (ASPs) and independent software vendors (ISVs) who supply annually over $5 billion in Progress®-based applications and related services. Progress Software Corporation`s products are used by over 10,000 organizations across 100 countries worldwide, including 60% of Fortune 100 companies. For more information, visit www.progress.com or call [phone].

Progress is a registered trademark and SonicMQ is a trademark of Progress Software Corporation. Commerce One, Global Trading Web, GTW, BuySite and MarketSite.net are either trademarks or registered trademarks of Commerce One, Inc. All other trademarks and / or servicemarks contained herein are the property of their respective owners. Java and all Java-based marks are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries.

Statements contained in this release may constitute ``forward-looking statements`` within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, as discussed in Progress Software`s and Commerce One`s respective filings with the Securities and Exchange Commission.


--------------------------------------------------------------------------------
Contact

Gruß,

Gino

[AndyBusch]

@serano: bitte lies mein posting weiter unten um 12.48. Nichts für ungut.
gleich noch eine gute Nachricht:
http://quote.bloomberg.com/fgcgi.cgi?s=AObztlRVMQ29tbWVy&T=m…

Commerce One Selects Progress SonicMQ to Power Commerce One
MarketSite Portal Solution

Business/Technology Editors

BEDFORD, Mass. and PLEASANTON, Calif.--(BUSINESS WIRE)--September 11, 2000--

Leading B2B E-Commerce Firm Chooses Best-Of-Breed E-Business Messaging

Infrastructure to Ensure Reliable Internet Transactions

Progress Software Corporation (NASDAQ:PRGS), a leading supplier of technology for building E-Business solutions, and Commerce One, Inc. (NASDAQ:CMRC), the leader in global e-commerce solutions for business, announced today that Commerce One has selected Progress(R) SonicMQ(TM) E-Business Messaging server for Commerce One`s MarketSite Portal Solution.

SonicMQ provides a massively scalable and highly reliable transport for the exchange of business-critical information over the Internet, which helps companies move global trade to the Web. Messages, which can range from simple purchase orders to complex CAD documents, may be instantly and securely delivered over the Internet by using sophisticated routing algorithms to determine the fastest delivery path and ensure high system availability. As new trading partners or communities are added to the Commerce One Global Trading Web, an extensive worldwide B2B trading community, the SonicMQ-based infrastructure provides access to all new destinations without requiring any local configuration or application changes.

"Global e-commerce depends on a reliable messaging infrastructure that can scale to support tens of thousands of trading partners and handle millions of transactions per day," said Charles J. Donchess, executive vice president and chief strategy officer, Commerce One. "We selected Progress SonicMQ as part of Commerce One`s strategy to incorporate best-of-breed technology into the MarketSite platform, enabling us to offer, what we believe, is the most robust e-commerce solutions to our customers."

MarketSite Portal Solution allows corporations and Internet market makers to build open electronic marketplaces and link them to the Commerce One Global Trading Web(TM). This comprehensive set of products and services enables real-time, interactive transactions between trading partners, suppliers, service providers and market makers. Through the use of SonicMQ and an XML-based transaction infrastructure, value-added business services such as auctions, content management, payment services and logistics can be rapidly deployed and leveraged on e-marketplaces.

"Today`s emerging B2B e-marketplaces demand ubiquitous connectivity, seamless integration, massive scalability and performance, and the flexibility to process and add new trading partners and trading groups quickly without sacrificing security," said Steve Garone, program vice president at International Data Corporation. "Commerce One already boasts a significant number of users and is projecting trading communities that could approach many tens of thousands of users. Selecting SonicMQ to address their rigorous demands is a significant proof point for the scalability of Progress Software`s JMS product."

"Through Commerce One`s MarketSite Portal Solution, SonicMQ will be used to power the largest global B2B exchanges and will be deployed at tens of thousands of customer sites worldwide," said Progress Software Co-Founder and President Joseph Alsop. "SonicMQ is the only messaging solution that can deliver the scalability, performance and reliability required for E-Business."

Progress SonicMQ is a leading provider of E-Business Messaging, the infrastructure required for the reliable transport and exchange of business-critical data over the Internet. SonicMQ natively supports Internet standards and is based on the Java(TM) Message Service (JMS) specification, which provides a common set of interfaces, messaging concepts and programming strategies. SonicMQ has been chosen by many leading e-commerce companies and has won numerous awards, including Java Pro Magazine`s Readers Choice Award for Best Java Messaging Tool, Best Java Middleware from attendees at the SIGS Conference for Java Development, and a World Class Award from Java Developer`s Journal.

Andy
p.s. diese Flut von nachrichten muss ich heute Nacht bzw. morgen erstmal aufarbeiten. Hoffentlich kommt mir DimStar mit ein paar Kommentaren zuvor .

[AndyBusch]

Acquisitions Start To Pay Dividends For Commerce One

http://www.stockpoint.com/NewsStory.asp?Story=20000911255u9530.htm&Mode=NEWS&Source=Comtex&Symbol=CMRC
url funktioniert nicht !

Sep. 11, 2000 (InformationWeek - CMP via COMTEX) -- Commerce One Inc. is harvesting the fruits of two acquisitions. The vendor plans to release by November an upgrade of the auction application it gained when it acquired CommerceBid.com last year, and this week it will introduce a content-management package built on the catalog-aggregation application it took over when it bought Mergent Systems Inc. early this year (Jan. 10, p. 129; information week.com/768/btn.htm).

Among the new features in Commerce One Auction Services 4.0 is support for multivariable bidding. Users will be able to engage in complex auctions by including not only price and quantity but product quality, delivery, and more in the mix. It also includes decision support for reverse auctions that helps buyers determine the best bid according to the importance of different variables. Version 4.0 will be available in 12 international versions.

Commerce One`s enhanced content management application, Content Refinery, adds workflow and product classification capabilities. The vendor is also building a Global Content Network that will let customers of Content Refinery share catalogs with other Commerce One customers.

Analysts say it`s a promising concept. "Information crossing multiple marketplaces-that`s definitely going to happen," says Pierre Mitchell, an analyst at AMR Research. "It`s a good first step to fulfilling the promise of the interoperablility of exchanges."

Pricing for Content Refinery starts at $750,000. Auction Services 4.0 pricing will be based on transaction fees.

Andy

[ArnieR]

@AndyBusch
Bist schon ein helles Köpfchen! Vor lauter "Suchen" nach Einträgen, die dir hier nicht reinpassen, bekommst du nicht mal mit, dass dein Eintrag schon längst drin steht. Eine Frage noch: Bist du aus der TÄTÄRÄ? Hab nen Kollegen, der packt´s auch nicht, wenn ein Thema mal ein bischen aufgelockert wird. Nix für ungut und weiterhin viel Spaß beim Kopieren.
Grüße
Arnie
PS Auf die nächsten 500%, bin bei 1 Cent rein und stehen heute in Stuttg auf 6 Cent!!!

[DimStar]

Arnie,
ich wundere mich, warum du an einem der besten poster deinen Frust auslassen mußt, wenn dein Optionsschein dich doch gerade reich macht. vielleicht solltest du ihn tatsächlich ignorieren, wenn dich die hintergründe zu unserem thema nicht interessieren. allerdings war er bei einem viel wichtigeren thema heute auch schon vorschnell

...
"Expect increased excitement to propel B2B leaders this week as marketplace launches approach, new exchange wins are announced and regulatory hurdles cleared," said Chris Vroom and Ian Toll, B2B analysts at CS First Boston. "We`re hearing that Ariba has won the contract to be the technology vendor for Transora, a major consumer foods consortium."
...

http://cbs.marketwatch.com/archive/20000911/news/current/net…
(Abteilung Gerüchte)

[DimStar]

CommerceScout war mir als C1-Kunde noch gar nicht bekannt. Jedenfalls scheinen sie nicht auf SAP zu warten und das ist richtig.

CommerceScout Partners with eMedius to Facilitate Design Engineers` eProcurement of Electronic Components

...

The two companies will preview their joint solution at the eLink 2000 Conference -- hosted by Commerce One CMRC -- in Las Vegas, Sept. 18-20.

...

About eMedius

A Silicon Valley start-up company, eMedius develops innovative solutions for efficient demand chain management through robust web-based tools. Its initial concentration is in the electronic components industry. The company`s vision is to create leading-edge tools that its customers need to maximize efficiency and realize faster development processes while improving the bottom line. The company uses the latest technology for the e-commerce world. eMedius is located in San Jose, Calif., and can be reached by phone in San Jose at 408-557-6730 or in Capitola, Calif., at 831-465-7320 or by fax at 800-859-1798. Web address is www.eMedius.com.


About CommerceScout

CommerceScout, founded in 1999, is leading the industry in multiple eMarketplace management for direct materials. It is the first company to develop and deploy functional, unbiased, next-generation multiple marketplace connectivity and commerce messaging tools. Initially focused on the electronic components industry, CommerceScout offers direct materials commerce comparison and decision support tools to expedite activities such as quoting, integrated MRP/ERP volume and replenishment purchases, as well as marketplace analysis. The company is funded by venture capital firms Weiss, Peck & Greer and Edgewater Funds. CommerceScout is based in Seal Beach, Calif., and can be reached toll free at 866-GO SCOUT (467-2688) or via e-mail at [e-mail]. Web address is www.commercescout.com.


http://www2.marketwatch.com/news/article.asp?doctype=2003&va…

[DimStar]

CommerceScout war mir als C1-Kunde noch gar nicht bekannt. Jedenfalls scheinen sie nicht auf SAP zu warten und das ist richtig.

CommerceScout Partners with eMedius to Facilitate Design Engineers` eProcurement of Electronic Components

...

The two companies will preview their joint solution at the eLink 2000 Conference -- hosted by Commerce One CMRC -- in Las Vegas, Sept. 18-20.

...

About eMedius

A Silicon Valley start-up company, eMedius develops innovative solutions for efficient demand chain management through robust web-based tools. Its initial concentration is in the electronic components industry. The company`s vision is to create leading-edge tools that its customers need to maximize efficiency and realize faster development processes while improving the bottom line. The company uses the latest technology for the e-commerce world. eMedius is located in San Jose, Calif., and can be reached by phone in San Jose at 408-557-6730 or in Capitola, Calif., at 831-465-7320 or by fax at 800-859-1798. Web address is www.eMedius.com.


About CommerceScout

CommerceScout, founded in 1999, is leading the industry in multiple eMarketplace management for direct materials. It is the first company to develop and deploy functional, unbiased, next-generation multiple marketplace connectivity and commerce messaging tools. Initially focused on the electronic components industry, CommerceScout offers direct materials commerce comparison and decision support tools to expedite activities such as quoting, integrated MRP/ERP volume and replenishment purchases, as well as marketplace analysis. The company is funded by venture capital firms Weiss, Peck & Greer and Edgewater Funds. CommerceScout is based in Seal Beach, Calif., and can be reached toll free at 866-GO SCOUT (467-2688) or via e-mail at [e-mail]. Web address is www.commercescout.com.


http://www2.marketwatch.com/news/article.asp?doctype=2003&va…

[DimStar]

ein interview mit Keith Krach (Ariba)
http://www.ecommercebusinessdaily.com/features_10.asp

[DimStar]

nach dem Programm zu urteilen, könnte auch Exostar in Kürze live gehen... http://www.elinkconference.com/lasvegas/agenda.html

[rifraf]

Hi CMRC-Gemeinde...

Das sieht doch gut aus !! odder was!!!

Quelle Bloomberg

Automakers` Online Exchange Wins Antitrust
Approval (Update2)
By Seena Simon

Washington, Sept. 11 (Bloomberg) -- An Internet purchasing exchange
created by General Motors Corp., Ford Motor Co. and DaimlerChrysler AG
was approved by U.S. antitrust regulators, in a decision that bodes well for
similar Internet exchanges in other industries.

Such online joint ventures ``have a great potential to benefit both businesses
and consumers through increased productivity and lower prices,`` U.S. Federal
Trade Commission Chairman Robert Pitofsky said in a statement.

The FTC has been reviewing the Covisint exchange to make certain it wouldn`t
permit illegal collusion among the major automakers. The fear was that the
major automakers, acting in unison, could pressure their suppliers to unfairly
lower prices. The FTC wanted to ensure that the rival car manufacturers
couldn`t share information about their costs or signal price changes to each
other.

The FTC said it reserved the right to take antitrust action if Covisint poses
antitrust problems down the road in its actual operations.

The FTC approval signals that other Internet joint ventures - - known as
business-to-business exchanges -- that have been formed to slash the
administrative costs and paperwork of buying supplies, can proceed with the
expectation of winning approval from antitrust regulators, analysts said.

Increased Efficiency

``Business-to-business exchanges will increase the efficiency of purchasing
without hurting the antitrust laws,`` said Washington antitrust lawyer Mark
Gidley of White & Case.

Plans for similar business-to-business Internet exchanges have been
announced in industries as varied as chemicals and crabs. Such business
ventures account for 80 percent of all electronic commerce and could
represent $200 billion in online purchases this year, according to Morgan
Stanley Dean Witter.

In a typical example, Boeing Co., BAE Systems Plc, Raytheon Co. and
Lockheed Martin Corp. formed an Internet exchange to purchase and auction
aircraft parts. The exchange will allow four of the world`s biggest aerospace
and defense companies to purchase supplies for commercial jetliners,
missiles and jet fighters.

Meanwhile, shares of Commerce One Inc., a leading seller of electronic
commerce technology that`s used to build the automakers` joint Web site and
the Boeing-Raytheon exchange, rose 3.75, or more than 5 percent, to 75.13
after analyst David Garrity of Dresdner Kleinwort Benson said the FTC was
about to approve the automaker` Covisint joint venture.

Commerce One owns a 5 percent stake in the Boeing, Raytheon exchange
and will run the aerospace venture.

GM, Ford and DaimlerChrysler announced in February they would build
Covisint to increase purchasing leverage and cut their supply costs.
Automakers Renault SA, Nissan Motor Co. and Toyota Motor Corp. later said
they would join.

Delphi Automotive Systems Corp, Lear Corp., Dana Corp. and other major
parts suppliers also have said they would participate. Covisint said it`s in
discussions with other suppliers and manufacturers interested in joining.
Covisint has a temporary headquarters in Southfield, Michigan.

Shares of Daimler Chrysler fell 25 cents to 50. Ford slipped 31 cent to 26, and
General Motors rose 1.19 to 74.50.


bye rifraf...

[tumla]

Hier ein interessanter Beitrag aus "i W A T C H- US-AKTIENLETTER - 1. Jahrgang - Ausgabe 25 (09.09.2000)
Unter http://ekip.de koennen Sie sich die Analyse einer von
>fuenf zur Wahl stehenden Aktien wuenschen. In der jeweils
>naechsten Ausgabe des iWatch US Aktienletters werde ich fuer
>Sie dann die Aktie des Gewinners analysieren. Wenn Sie sich
>die Analyse einer bestimmten Aktie wuenschen, dann senden Sie
>mir Ihren Vorschlag. Ich werde ihn dann in die
>Vorschlagsliste aufnehmen, anschliessend entscheiden Sie."


Seit einem Jahr wurden die noch jungen B2C Internetfirmen von
B2B und Infrastrukturfirmen abgeloest. Ariba gilt unter den B2B
Firmen als der aussichtsreichste Kandidat, die Maerkte der
Zukunft zu definieren und fuer sich zu gewinnen.

Aber in den letzten Wochen ziehen einige Wolken ueber dem
Himmel von Ariba auf. Mit einer Marktkapitalisierung von $37
Mrd., das 70-fache der Umsatzprognosen des naechsten Jahres und
bislang noch keinem Profit darf sich Ariba keinen Fehler
leisten und miss sich mit Wettbewerbern messen lassen.

Der erste Fehler ist jedoch bereits absehbar: Tradex ist eine
Auktionsplattform, die in die Ariba Software implementiert
werden soll. Vor einigen Tagen gestand der CEO von Ariba, Keith
Krach, dass die Integration nicht so unkompliziert moeglich
ist, wie urspruenglich erhofft.

Ein weiterer Dorn im Auge ist den Investoren das Engagement
Aribas in Europa. Waehrend CommerceOne bereits nach einer
Partnerschaft mit SAP nun Intershop mit ins Boot geholt hat
steht Ariba auf dem europaeischen Markt noch ohne namhafte
Partner da.

Hauptaugenmerk legten Investoren in den letzten Wochen auf die
Profitabilitaetsaussichten. Und diese sind bei Ariba besser als
bei allen anderen B2B Firmen. Der Grund dafuer liegt im
Geschaeftsmodell von Ariba. Wie auch i2 Technologies (ITWO) so
kassiert auch Ariba fuer die entwickelte Software eine
einmalige Lizenzgebuehr bei Vertragsabschluss. Anschliessend
kann der Kunde mit Hilfe dieser Software ueber das Internet
einkaufen so viel wie er will.

Commerce One und PurchasePro (PPRO) hingegen kassieren erst zu
einem viel spaeteren Zeitpunkt: Erst wenn der Kunde die
erworbene Software nutzt erhalten sie einen Anteil von dem mit
der Software abgewickelten Einkaufsvolumen.

Dieses Modell fuehrt zwar nicht umgehend zu vollen
Unternehmenskassen, wenn man jedoch warten kann, dann koennte
diese Einnahmequelle kuenftig weit mehr erbringen, als die
einmalige Lizenzgebuehr von Ariba und i2 Technologies.

Meiner Ansicht nach sind Investoren derzeit einem kleinen
Irrtum erlegen: CommerceOne war als erster B2B Kandidat an die
Boerse gegangen. Die Wachstumsprognosen von CommerceOne sind
durchaus rosig und Investoren jubelten die Aktie hoch.
Anschliessend kam Ariba mit einem anderen Geschaeftsmodell,
jedoch in der selben Branche. Die Gewinnentwicklung von Ariba
wurde mit den gerade fuer CommerceOne entwickelten Massstaeben
gemessen und da Ariba bereits zu einem frueheren Zeitpunkt
hoehere Einnahme hat erschien die Aktie tatsaechlich besser.

Heute ist Ariba im Verhaeltnis zum generierten Umsatz doppelt
so hoch bewertet wie CommerceOne. Ein Bewertungsniveau, dass
man nur noch durch die Marktfuehrerschaft von Ariba
rechtfertigen kann. Es bleibt jedoch fraglich, ob Ariba dies
hohe Niveau wird rechtfertigen koennen.

Ich hatte mir die beiden Firmen bereits von einem Jahr einmal
ausfuehrlich angesehen und kam damals zu dem Schluss, dass
CommerceOne den besseren Ansatz hat, das Ariba jedoch weit
aggressiver waechst. Heute muss ich sagen, dass Ariba
inzwischen weit mehr Umsatz generieren konnte und das die
Profitabilitaet in Sicht ist. Nach wie vor ist CommerceOne
jedoch in meinen Augen ein soliderer Kandidat.

Dafuer spricht auch, dass der CEO von CommerceOne (Mark
Hoffman, 53 Jahre alt) bislang keine Aktien im Wert von $100
Mio aus dem privaten Bestand verkauft hat, der CEO von Ariba
hingegen (Keith Krach, 43 Jahre alt) hat sich in den letzten
Monaten von Aktien in eben diesem Wert getrennt.

Fazit: Es ist nie moeglich, das Ende eines Aufwaertstrend bei
einem Marktfuehrer zu bestimmen. Ariba kann in dieser
Herbstrallye durchaus nochmals kraeftig zulegen.

Langfristig erscheint jedoch CommerceOne den solideren Ansatz
zu haben. Wer also ein wenig Geduld mitbringt sollte sich
unserer Ansicht nach CommerceOne naeher anschauen.

[barti]

B2B consortia fuels the buzz
Or is it purely momentum-trading mentality?

By Bambi Francisco, CBS.MarketWatch.com
Last Update: 3:10 AM ET Sep 12, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) - Next week, Ariba and Commerce One kick off their so-called "user" conferences to showcase their products, unveil new customer contracts, expand on recent announcements, and of course -- be host to hundreds of suppliers, buyers and analysts.

Already, there is great anticipation that both companies will make some brow-lifting announcements. And both stocks have run up in, well... anticipation of those announcements.

Commerce One (CMRC: news, msgs) indicated last week that it won four consortium customers for MarketSet, the online exchange software that it`s jointly developed with SAP. They have yet to be announced. But the hint of those "wins" helped shares break above $70.



Commerce One is also receiving a huge vote of confidence as three consortia it powers - Covisint (for autos), Exostar (for aerospace and defense) and Trade Ranger (for energy) - received the regulatory green light to begin operations, according to Chris Vroom, a B2B analyst at CS First Boston. "These exchanges could launch over the next six to eight weeks," he added.

Since late August, shares of Ariba (ARBA: news, msgs) have stayed above $150. Ariba, which has been chosen to be the technology vendor to run 10 consortia, could be announcing that it`s won the contract to run Transora, a marketplace for consumer products, according to Vroom. Ariba would not comment.

Why are investors getting excited about these consortia exchanges, particular for Commerce One, whose business model is more dependent on transaction fees opportunities from these exchanges?

After all, some believe that some of these consortia will fail.

Set-up fees

Some say regardless of that minor detail, there`s booming revenue generated from the e-procurement software licenses sold to the members of each exchange. There`s revenue to be had from the marketplace software that powers these exchanges, and revenue from implementation and strategy fees. But how much is there really? E-procurement software is expected to be a $13 billion business in 2003. The rest is difficult to estimate. But Ariba and Commerce One have a market value of about $50 billion. Investors must feel that the market opportunity beyond e-procurement is about $35 billion in a couple of years.

Beyond software

But it`s beyond these software sales that get everyone giddy again. And it has to, because it`s beyond software sales where these companies can generate higher margins.

These ready-to-launch consortia exchanges generate marketplace license fees, which consist of both license fees to set up the exchange and recurring high-margin transaction fees as opposed to just the licenses for the procurement software sold to each member of the exchange, said Vroom.

It is the so-called transaction fee that could expand operating margins beyond traditional software operating margins of between 18 and 20 percent. That and the fact that investors do pay for growth is why these companies are afforded the premium multiples over traditional software companies.

Clarifying those transaction fees

True, but wasn`t it the promise of recurring transaction fees that got investors on the bandwagon last year, only to be disappointed this past spring? Lest we forget, recall that Prudential Volpe analyst Doug Crook gave his infamous downgrade on the B2B e-commerce software companies back on March 31. He raised concerns that transaction fees technology vendors hoped to generate were too optimistic. He was particularly concerned about how long these technology vendors could generate those fees as opposed to receiving just a fixed amount for running the exchanges. Crook was not available to comment for this article.

Admittedly, those transaction fees were the great unknown which helped to drive some of these stocks well above 100 times next year`s sales at their peak, said Vroom. The uncertainty eventually worked against the group as well, and we know that the wholesale spring-cleaning was as much to blame.

But the bigger problem perhaps was that there was an uncertainty as to what those transaction fees consisted of, Chase H&Q analyst Ian Morton pointed out. "Now companies are clarifying what exactly constitutes transaction fees.

"It`s not just connecting buyers and suppliers together because in this marketplace, connecting both sides is just stakes to play. Where you are going to capture value on a transaction fee is by providing a service that sits in the marketplace that companies would have to pay for in the offline world anyway." Those include logistics - like coordinating with shippers, tracking where the shipment is and electronic payments.

These services should generate savings or economic efficiencies for the buyers and sellers. And that would ultimately be passed onto the marketplaces and software vendors that enable those savings.

Economic efficiencies created

And while those efficiencies weren`t clear earlier this year, they`re becoming increasingly so.

CS First Boston`s Vroom believes that there is a greater sense that the technology vendors will be able to extract recurring fees because there is a greater understanding of the economic efficiencies created.

For instance, Covisint could contribute several hundred basis points to operating margins in the automotive industry, he estimated.

Some of that savings would cover the recurring costs paid to Covisint. Covisint should generate between three-quarters of a percent to one percent in fees for the dollar volume of transactions on the exchange. For its part, Commerce One would take about 15 percent of that fee.

Over the next few years, Vroom expects between $60 and $70 billion of transactions to flow through the exchange annually. That means Covisint could earn about $650 million in fees and Commerce One could generate about $97 million of that fee. For the most promising marketplace, it sure doesn`t sound like a lot to me. And while it may not, the high margins means much of that revenue flows right to the bottom line, said Vroom.

Of course, all of this opportunity depends on liquidity within the exchanges or how much commerce flows through.

More than momentum?

And of course, all of this may not be relevant to investors who are buying these stocks for the sheer bet that these companies will blow away third-quarter numbers.

And it`s not just Commerce One and Ariba, it`s the group of them. From FreeMarkets (FMKT: news, msgs), VerticalNet (VERT: news, msgs) and PurchasePro (PPRO: news, msgs), Vroom has been pounding the table that these companies are going to report solid revenue numbers.

And, maybe that`s really all that matters in this market.

http://cbs.marketwatch.com/archive/20000912/news/current/net…

[Eboerse]

Hallo Zusammen
Covisint startet diese Woche

Das New Yorker Analystenhaus Prudential Securities hat das kurzfristige Preisziel für Commerce One (Nasdaq: CMRC) von 78 auf 90 US-Dollar angehoben. In der Begründung heißt es, der Spezialist für Software im Business-to-Business-Bereich (B2B) werde davon profitieren, dass die E-Commerce-Plattform für die Autofirmen Ford und General Motors, Covisint, noch in dieser Woche in Betrieb genommen werde. Die entsprechende US-Behörde habe grünes Licht gegeben!

Gruß
eboerse

[RolfBraun]

Danke an alle für die eingestellten News, weiter so!

Insbesondere "DimStar" für den Link.

-Rolf-

[Eboerse]

Hallo Zusammen
Und weiter gehts,neue Partnerschaft in Asien
Vom Yahoo-Board

Six Philipppine Giants Form B2B Online E Marketplace
MANILA, Sept 12 Asia Pulse - At least six of the country`s corporate giants have banded together to set up and operate BayanTrade.com Inc., as a premier business-to-business (B2B) electronic marketplace.
The six are Philippine Long Distance Telephone Company (PLDT), Aboitiz Equity Ventures Inc., Ayala Corp., Benpres Holdings Corp., JG Summit Holdings Inc., and United Laboratories.

PLDT, Ayala Corp., Benpres Holdings Corp., and JG Summit Holdings will together control 80 percent of Bayan Trade.com, while Aboitiz Equity Ventures Inc. and United Laboratories will share the balance.

The consortium has also signed an agreement with Commerce One Inc., for provision of Technology platform for BayanTrade.com and with Compaq Computer Philippines, Inc. which will supply computer hardware.

At the moment, financial details of the supply deals have not been disclosed.

BayanTrade.com said capitalization had doubled in June from an initial target of P1 billion ($22.2 million) to hasten the expansion of the electronic marketplace to regional markets.

It said the yearly supply needs of the six founding members were worth around P100 billion ($2.2 billion).

BayanTrade chairman Eugenio Lopez said a pilot run of the portal, which would be completed in November, would initially include one or two of the six founding companies and several suppliers. Products would initially be limited to general office supplies.

The BayanTrade.com would also encourage the participation of small and medium enterprises in the electronic business network.

(PNA)

Gruß
eboerse

--------------------------------------------------------------------------------

[Eboerse]

Hallo Zusammen
Was soll man denn jetzt glauben?
Den Jungs von Prudential Securities oder dem Artikel von
www.netmarketmakers.com
Der andere war von der Comdirektbank.

Ein wirklich sehr interessanter Artikel zu Covisint.
Sie meinen,das Covisint 30Tage nach der Entscheidung der EU Behörde und dann auch ersteinmal im sehr eingeschränktem Zustand den Betreib aufnimmt.
Und die Einkäufe und Verkäufe erst einmal telefonisch abgewickelt würden.

InformationWeek
09/11/00, 7:48 p.m. ET
Automotive trading exchange Covisint got the green light today from the Federal Trade Commission to start doing business, but significant hurdles and much work still lie ahead. For starters, Bundeskartellamt (BKA), the German government`s antitrust regulatory agency, continues to investigate Covisint, preventing the exchange from going live until at least 30 days after that investigation is complete.
And when Covisint does go live, possibly before year`s end, it won`t have the advanced technology touted in February when the exchange was announced by Ford, General Motors, and DaimlerChrysler (who have since recruited Renault and Nissan).

Initially, suppliers will be able to post catalogs for material not used directly in manufactured products -- tools, office supplies, and machinery. Members will also be able to sponsor auctions and reverse auctions. Alice Miles, Covisint`s interim co-chief executive as well as a Ford exec, says Covisint will help automate the posting of bid requests for components that are used directly in manufacturing.

But this is shy of the transparent, real-time, two-way supply-chain connections between automakers and all of their suppliers that Covisint is expected to offer one day. Supply-chain operations will continue to rely on electronic data interchange, faxes, and phone calls. In the first phase, there will be no logistics or fulfillment applications, or the kind of advanced design-collaboration tools that would enable automakers and suppliers to collaborate on component and finished-product design, Miles says. No vendors or timetables have been named for these functions, according to a Covisint spokesman.

Gruß
eboerse

[Eboerse]

Sorry

http://www.netmarketmakers.com/

[CrazyBroker]

@Eboerse,
ich denke mal das der letzte Artikel stimmt.
Es werden nicht alle Teilnehmer ( Zulieferer ) gleichzeitig ans Netz gehen können, um aber den ersten keinen Wettbewerbsvorteil zu geben kann es gut möglich sein das tatsächlich der erste Handel nur telefonisch abgewickelt werden darf bis alle die gleichen Chancen haben.
Es ist ja vorher schon in irgend einem Artikel berichtet worden, das c1 sich gedanken darüber macht wie man am besten die covisint in Betrieb nimmt.
Alle auf einmal Rechner an wäre wohl zu einfach.

Bye Hansi

[Eboerse]

!

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

[RolfBraun]

@Eboerse:

Du bist ja richtig arbeitswütig heute!!!

Ich dachte Du machst Urlaub, oder?

Muchas Gracias für die News!!!

-Rolf-

[harryholdenwagen]

c1 knallt gerade ausserbörslich nach oben! endlich die reaktion auf covisint? (knapp 78$ aktuell)

hhdw.

[barti]

Commerce One Global Content Network To Drive Content Creation, Delivery and Management for E-Marketplaces
(Business Wire)
09/12/2000


PLEASANTON, Calif.--(BUSINESS WIRE)--Sept. 12, 2000-

Commerce One, Key Partners and Customers
Join Forces for Worldwide Content Network

Commerce One, Inc. (Nasdaq:CMRC), the leader in global e-commerce solutions
for business, today announced plans to develop a global content network to
deliver high-quality content to Commerce One-powered e-marketplaces, buyers and
suppliers across multiple industries worldwide. Final terms are expected to be
reached, and definitive documents are expected to be executed, in the fourth
quarter of 2000.
The network will be based on the Commerce One Content Refinery(TM) technology
infrastructure and will also include the following service and content
offerings and initiatives:

-- Commerce One certified content processing partners authorized
to deliver content development and processing capabilities in
specific regions and industries

-- Pre-packaged content libraries, delivered through syndication
arrangements via Commerce Ones Global Trading Web(TM)

-- Published content interoperability standards to enable easy
content syndication

"We believe high-quality, up-to-date content is the key to connecting buyers
and sellers and driving transactions on e-marketplaces," said Amos Barzilay,
vice president of Supplier and Content Services for Commerce One. "Working
closely with our partners and customers, Commerce One is focused on delivering
infrastructure, expertise, libraries and standards to drive content creation
and get e-marketplaces transacting quickly."

Content Refinery: A Common Technology Infrastructure

The foundation of the global content network is the Commerce One Content
Refinery(TM) solution, a set of software applications, services and
methodologies that enable e-marketplaces and content development operations to
create, integrate, enhance and maintain catalogs.
The Content Refinery solution also enables the syndication and re-use of
catalogs across multiple e-marketplaces, via the Global Trading Web. By tapping
into pre-built content, the solution can offer reduced time-to-market and lower
content cost for e-marketplace operators.
The Commerce One Content Refinery solution is currently in limited release,
with general availability scheduled for the fourth quarter of 2000.

Certified Content Refinery Operators: Worldwide Content Resources

Commerce One has established a program to train and certify partners to
deliver specific regional or industrial content development and processing
capabilities. This program is expected to give e-marketplace operators trusted
resources to help them create, process and deploy original content.
Participants in the certification program are expected to include:
Pricewaterhouse Coopers, Artikos, SupplyNet, eCommerce Asia and Asia
TradeAlliance.
Because certified operators will leverage Commerce One`s open content
standards, customers are expected to be able to use catalogs created by other
vendors or partners, reducing content creation costs and getting their
e-marketplaces up and transacting quickly.

Pre-packaged Content for E-Marketplaces

Commerce One is currently building relationships with content providers to
offer pre-packaged content libraries for e-marketplaces. For example, one
Commerce One content provider partner, eCatalogs, aggregates catalog and
product information for over 3 million unique product items in the MRO product
category. Commerce One is also working with Aspect Content, whose libraries
include over 14 million items, and CNET, which covers the information
technology category to deliver similar offerings.
Combined with the extensive content libraries created by Commerce One, these
initiatives could offer content libraries with over 20 million items delivered
over the global content network.

Content Interoperability with xCBL

Commerce One intends to help develop and promote the next generation of
content interoperability standards by working with leading B2B software
companies, partners, content providers and customers. Commerce One currently
publishes xCBL, an open set of XML documents for e-commerce transactions, which
is available at www.commerceone.com. xCBL, with support from standards bodies
and participants in the Global Trading Web, currently offers a way for
suppliers, buyers, manufacturers, and e-marketplaces to build, share and reuse
a wide range of catalog information. xCBL also provides a platform for catalog
tool vendors to build and deliver value-added services.
A number of technology vendors have announced their intent to support xCBL
and deliver integrated catalog technology solutions with Commerce One,
including SAQQARA, Poet Software and Documentum.

[Eboerse]

Hallo Rolf Braun
Bin wieder zurück.
Habe eine perfekte Woche gehabt.
Gruß
eboerse

[AndyBusch]

Hallo
hat genau gepaßt: buy the rumor sell the fact

Mal zur Abwechslung 2 kritische Artikel:
der 1. von MF zu covisint:
http://www.fool.com/news/2000/Covisint000912.htm?ref=yhoolnk
die letzten 2 Absätze:
I think the bigger question Fools should be asking is how much revenue will be made once the exchange is up and running. I`m not underestimating the importance of the basic technology, but the amount of revenue a B2B enabler can earn from a large vertical marketplace remains to be seen.

Paul Commins dealt with this notion in his break down of Ariba (Nasdaq: ARBA) last month. He indicated in a horizontal marketplace B2B enablers create value by bringing together buyers and sellers. However, in the case of a vertical marketplace like Covisint, the buyers create the marketplace. Meaning, Oracle and Commerce One need Covisint more than Covisint needs them.

Das ist die Frage, die z.Z. wahrscheinlich niemand beantworten kann.

Der 2. im nächsten Posting.

Grüße Andy

[AndyBusch]

das Endlosthema ARBA <-> CMRC
Aus der Sicht eines ARBA-Fans:
http://www.mercurycenter.com/svtech/columns/front/docs/sh091…
Scott Herhold: Ariba speaks softly but will prevail over Commerce One
BY SCOTT HERHOLD
Mercury News
IT would take Rip Van Winkle to miss the astonishing number of direct competitors who have gone public within months of each other over the last year and a half. We`ve seen E-Stamp and Stamps.com, Drugstore.com and PlanetRx, Webvan and Homegrocer.com, and dozens more.

But there`s no more visible -- and significant -- example of direct rivalry than the battle between Commerce One (CMRC) of Pleasanton and Ariba Inc. (ARBA) of Mountain View, two warriors in the world of business-to-business software.

Both are pursuing the lucrative market of selling businesses software to buy their supplies on the Web. Both went public in the early summer of 1999. Both have vied to sign various big partners.

Although neither company is profitable yet, both have rewarded early investors handsomely. Yet one player is emerging dominant in this battle: Ariba. It has more than three times the market capitalization of Commerce One. ($36.2 billion to $11.5 billion) And I`d argue that its dominance will become more apparent as time goes on -- though it may face speed bumps along the way. A look at the reasons why offers insight into what strategies work on the Web.

A word first about this market: Anyone who has had to fill out a purchase form in triplicate knows how onerous work purchases can be. Frustrated with bureaucracy, people often give up, drive down to the nearest office-supply house and expense their staplers and pens.

All this costs businesses billions of dollars, because they`re unable to get discounts of scale. One of the ideas behind Ariba and Commerce One is to allow employees to order supplies over the Web from vendors already approved by the company.

And that idea, in turn, leads to what some consider the Holy Grail of business-to-business e-commerce: Exchanges, or virtual marketplaces, that allow buyers and sellers to trade in real time, much like a huge bazaar convened digitally. The thinking is that industries like cars or steel or lumber can save huge sums by cutting out the old world middlemen.

Ariba and Commerce One have chosen very different paths toward this market. Led by CEO Keith Krach, Ariba focused initially on the nuts and bolts of procurement software. Commerce One has gone after the highly visible but challenging exchanges, like auto parts.

Analysts I respect, like Jon Ekoniak of U.S. Bancorp Piper Jaffray, say that it`s too early to pick the winner. But what follows are some of the reasons I think Ariba is ahead.

In the beginning, owning the customer is more important than creating a virtual marketplace. Securing a customer`s loyalty is the mantra of Cisco Systems CEO John Chambers. But it turns out that it`s just as true, and maybe truer, in the business-to-business world. Corporations are looking first for practical ways to save money. The business of entering an e-marketplace -- and reordering the traditional chain of suppliers -- is much trickier.

Ariba has a clear lead in getting the business of Fortune 500 companies -- by some estimates, as much as 80 percent of those who have chosen a technology partner.

``The management team early on had a laser focus on owning the heart and soul of the buyer,`` says John Mumford, a general partner with Crosspoint Ventures, which invested in Ariba. ``This has been a key factor in their success.``

Commerce One, meanwhile, has focused on marketplace exchanges, signing deals to create exchanges in industries like autos, paper products and telecommunications. Analyst Chris Vroom of Credit Suisse First Boston says this part of the business probably won`t see much erosion of prices -- and thus could be very profitable once established.

But Vroom also acknowledges a downside: It`s exceptionally complex to create software standards that will allow all these suppliers to create a true marketplace.

In this business, your partners define who you are -- and who you aren`t. Commerce One`s single biggest coup was an announcement last year of an alliance with General Motors, which invested in the company. But GM is a sluggish partner, and the exchange for auto parts has moved forward slowly.

The downside of such a close alliance with GM is that it cuts down the possibility of selling software to the big automaker`s competitors. And it has driven auto suppliers who feel threatened into Ariba`s arms.

Ariba, meanwhile, has been more of what venture capitalists call an ``arms merchant,`` selling to all comers. Its exchanges generally focus on a single buyer -- Staples is one example -- although it is now entering the marketplace more broadly in an alliance with i2 Technologies and International Business Machines Corp.

Good marketing matters. But so do mundane things like conservative accounting and attention to the nuts-and-bolts of software. Nowhere is the difference between Ariba and Commerce One more pronounced than in the flow of press releases. Almost every reporter in Silicon Valley can point to a stack of press releases from Commerce One. Ariba, in contrast, has often forgone blowing its own horn. If these two companies were cars, Commerce One would be a Chrysler PT Cruiser. Ariba would be a Volvo station wagon.

Some of this may change: Ariba, i2 and IBM have committed to a $90 million marketing campaign for their new joint venture, which some analysts think may eventually face problems because of competition between Ariba and i2.

But the differences in approach run deep. You can see them in the way that Ariba and Commerce One report revenues. Analysts say that Commerce One books the revenue for its software licenses when the product is shipped. Ariba, taking a more conservative tack, books the revenue over a yearlong period.

At the end of its last reporting period, Ariba had 2.5 times the ``deferred revenue`` of Commerce One, essentially a measure of what money is coming in. As a result, it has a better grasp of the future. I`d argue that its investors do, too.

Dieser Artikel ist gar nicht so einfach auseinanderzunehmen.
Vielleicht nur der Hinweis, dass C1 sich seine Kundenbasis durch die Kooperationen mit SAP, Peoplesoft, GE, BRVN, die mächtig Liquitität über die exchanges spülen werden/können auf subtilere Weise zuführt.
Trotzdem: ARBA ist auf jeden Fall ein starker "player".

grüße Andy

[AndyBusch]

der Altmeister P. Mason (für mich der beste C1-Analyst) hat wieder gesprochen und kommentiert die letzten Entwicklungen wie covisint, APNT, SAP, ...

http://www.eoffering.com/analyst/patrick_mason/pdf/pm_091220…

grüße Andy

[Eboerse]

Hallo Andy Bush
Da sind wir wieder bei dem eigentlichen Gewinn und Geschäftsmodell.
Das ist wohl klar,die Freigabe Covisints ist die eine Sache.
Die vollständige Implementierung der Software,die benötigt wird,schätze ich einfach mal,braucht für die komplette Funktion noch mindestens 3 Jahre.
Wie in dem Artikel von mir weiter oben eingegeben,wird sich der Handel erst einmal auf Büroartikel beschränken.
Und selbst dieser Einkauf und Verkauf wird erst einmal über Telefon abgewickelt werden.
Ich habe erst einmal eine pschychologische und mentale Aufwärtsbewegung aufgrund der Freigabe erwartet.
Bei der Nasdaq aber nicht möglich.
Das heißt aber nicht,s.
Der Markt braucht bestimmt länger um das zu verstehen.
Dreht die Nas die nächsten Tage geht es weiter aufwärts.
Ich bin aber der Meinung,das Covisint,s Betrieb,bevor er richtig Kohle in die Kasse spühlt einige Zeit braucht.
Auch bez. Content und auch Content Management abgesehen von der Einbindung ins ERP System und bez. UDDI?
Ich meine die Katalogisierung und das Updaten und den neuen Standart bez. der Einbindung anderer Betriebsysteme auf eine Übertragungstechnik.
Die alle Probleme verschiedener Computer Sprachen auf einen Schlag löst.
Bis dahin ist ein weiter Weg,und Investoren bewerten bestimmt in AMI Land nach Umsatz und Gewinn.
Fantasy ist mehr als genug da.
Doch wieviele Investoren verstehen die?
Ich bleibe dabei,das die Mega Exchanges von Commerce One(Horizontale Marktplätze,sehr gewichtige Marktplätze)zwar träge im Aufbau aber laufen sie einmal vollständig,wird es einen Spätzünder geben,den die Welt noch nicht gesehen hat.
Die Technologie Partner sprechen dafür,das die Probleme nicht nur erkannt,sondern auch in Angriff genommen werden.
Es gibt eine Menge Kooperationen,aus dehnen bisher noch keine erkennbaren Ergebnisse gewonnen werden konnten.
Z.B auch Poet,Broadvision,Microsoft oder Exodus.
Die Firmen machen aber ihre Arbeit.
Vieleicht ist es ein Rennen der Zeit?
Glaube ich aber nicht,vielmehr geht es um die Umsetzung der Technologie und die Implementierung der Software.
Wer will das aus heutiger Sicht denn einschätzen?
Ein Hinweis sind für mich,die Partnerschaften mit den großen,und signalisieren die nicht wo es hingeht?
Auch die wissen,das es nicht von heute auf morgen passiert,jedoch setzten die jetzt schon auf dieses Modell und Strategie.
Gruß
eboerse

[AndyBusch]

@eboerse:
ich habe heute auch 3 Jahre gelesen bis covisint richtig mit allem Drum und Dran läuft. 3 Jahre ist eine verdammt lange Zeit. Ich hoffe es geht schneller. Was mich etwas erstaunt hat, war dass CMRC sich bei e.procurement verstärt hat (CommerceScout). Ich dachte, dass den Part SAP übernimmt DimStar scheint wahrscheinlich damit richtig zu liegen, dass SAP nicht hinterherkommt.

Was ist eigentlich die Vision der beteiligten Autofirmen?
Die Vision ist denke ich JIT (Just in Time) - Fertigung. Also ein Kunde bestellt ein Auto nach seinen Wünschen (Farbe, Motorisierung, Klimaanlage, Ledersitze, ...).
Dieser Auftrag führt dann mehr oder weniger automatisch zu einer ganzen Kette von Transaktionen mit Lieferanten (supply chain, ...) möglicherweise über mehrere Marktplätze.
Die Vorteile liegen auf der Hand:
z.B. geringe Lagerhaltung, Prozesskostenersparnisse, kein Produzieren auf Halde, etc...

Bis das Realität wird, wird sicher noch einige Zeit ins Land ziehen.

Diese supply chain von direkten Gütern gerade im Automobilbereich, ist m.E. auch sehr kompliziert im Gegensatz zu cpg, MRO.
Deswegen wahrscheinlich auch dieses schnelle Anlaufen von Trade Alliance (food, paper).

grüße Andy
p.s. hoffe du hast in Kreta nichts "anbrennen" lassen. Wann gehts nach Schweden?

[Eboerse]

Hallo Andy
War vom ersten Tag an in festen Händen.
Unglaubliches erlebt und ein perfekter Urlaub.
Ich antworte dir Morgen.
Habe aber eine Idee.
Grüße dich
eboerse

[DimStar]

ich kann euch nur zustimmen.
Die Analyse von iWatch ist aber von daher nicht korrekt, als daß m.W. Ventro die erste B2B-Aktie war und C1 erst nach Ariba kam. Zudem gilt Ariba als Begründer des e-procurement-software-marktes. Sie haben bereits Produkte ausgeliefert bevor C1 überhaupt auf die Idee kam, in diesen Markt zu treten indem sie Veo Systems gekauft haben. Das C1-business-model als solide zu bezeichnen wäre mir auch nicht eingefallen. Gerade dies ist noch ihres Beweises gegenüber herkömmlichen Modellen schuldig, auch wenn viele IT-Anbieter solche Modelle mittlerweile einbeziehen und ich es auch für das Unternehmen und die Kunden am sinnvollsten halte. Wichtig erscheint mir dabei die ultimative Transparenz von IT-Kosten auf Kundenseite und die verbesserte Planungssicherheit von Erträgen auf Seiten des IT-Anbieters.

Andy, ich bin noch nicht davon überzeugt, daß die C1/SAP-Partnerschaft von der Produktseite her über das MarketSet-Produkt hinausgehen wird. Wenn C1 gewillt ist, echte Mehrwertdienste auf Plattformen durch Komplementärlösungen anzubieten, sollten sie sich noch viele andere Technologiepartner suchen, da SAP zumindest in der Vergangenheit nur schwer in der Lage war, die ERP-Lösung um Dinge wie CRM, Content Management oder SCM zu ergänzen. Solange SAP jedenfalls viele Lösungen nur von Dritten anzubieten hat, kann ich mir so etwas von Integration her nur schwer vorstellen. Letzten Endes sind wir ja aber auch keine SAP-Aktionäre und dies sollte langfristig kein Problem für C1 darstellen, viele kleine Produkthäuser warten nur auf einen Partner wie C1. Vielleicht ist in ferner Zukunft und mit verbesserter Bandbreite ja sogar an ASP-Angebote zu denken.

Für die, denen die Augen vor lauter Artikel ausfallen und etwas hören möchten:
Ryan Beck SouthEast Research Group Analyst comments on Commerce One
http://radiowallstreet.com/NASApp/RWS/EventPage?ID=39721

[DimStar]

zur angeblichen Schwäche des Ariba-Geschäfts in Europa:
Ariba Results Prove European Market Is Soft
Tuesday, September 12, 2000

There is no question that the adoption of e-procurement systems and trading exchange technology is on the rise. All of the leading vendors, including SAP, Oracle, Commerce One, and Ariba, have witnessed phenomenal growth in recent months. This growth is set to continue for the foreseeable future as more European companies roll out their e-business strategies.
This success leaves journalists starved for tales of woe. As a result, the topic of conversation moves away from the lack of e-business adoption to look at the race between the players, suggesting that any chink in the armour of one player presents ammunition to another. In reality there is room for all of the vendors: such is the growth in the European market.

Ariba did suffer slow adoption last year, as did most of the vendors, but its last four to five months has been a period of enormous growth. According to Ben Wright, vice president of European, Middle East, and Africa (EMEA) marketing at Ariba, the European operation sold more in the first half of this year than everyone else did--competition included--in the whole of last year. In addition, Wright claimed that by the end of the calendar half-year, the European operation had sold more than double the original booking plan for this year.

Included in the list of 18 clients that Ariba claims to have signed in the last few months are the following:

Volkswagen--For procurement in its private exchange
Lloyds/TSB--For procurement
ABN AMRO--For procurement software; also provides payment services for Ariba`s own hosted exchange
Unilever--For procurement
ForumB2B
BMW Group--For procurement
Origin (part of Philips Consulting)--For procurement
Whilst this list is impressive, remember that selling is one thing and installing is another. Ariba, amongst other vendors, must prove that the implementation of these systems can occur swiftly. AMR Research believes that the fight for European territory will not be fought in the buying phase but via the publicity following successful (or unsuccessful) implementations.--Nigel Montgomery

http://www.amrresearch.com/BreakingNews/default.asp?i=590

[DimStar]

Global eCommerce Will Crush Today`s Brittle Supply Chains, Predicts Forrester Research

Cambridge, Mass., September 11, 2000 . . . With global eCommerce expected to reach $6.8 trillion by 2004, resolving today`s inadequate manufacturing techniques and inefficient global logistics market is imperative. According to two recent Reports from Forrester Research, Inc. (Nasdaq: FORR), the high variability in global demand will force both manufacturers and shippers to harness the Internet and create an information pipeline -- weeding out today`s weak supply chain links.

"Global manufacturers shouldn`t be surprised that their supply chains are inflexible -- they`re held together with string and bailing wire," said Navi Radjou, analyst at Forrester. "They should let specialization and networked assets drive the next round of supply chain upgrades because multinationals will tailor their operations to eBusiness manufacturing networks by 2005."

Processes that are barely able to handle today`s $57 billion in worldwide eCommerce trade will be paralyzed by the $6.8 trillion expected in 2004. Forrester believes that companies will thrive in the Internet economy by participating in eBusiness networks -- resilient structures of interdependent players cooperating in real time over the Net. The first step for manufacturers will be to build manufacturing networks, rather than focusing on supply chains.

Five years down the road, today`s linear manufacturing value chains will have broken down, replaced by networks of manufacturing specialists that are all cooperating at Internet speed to deliver products. Specialization will help firms excel in core manufacturing and allow them to plug into multiple networks. As they edge closer to eBusiness networks, multinationals will look to add more dynamic planning into their product development and manufacturing processes to meet the market`s wild demand swings.

"Global supply chains are further hampered by today`s logistics processes, which barely support the task at hand, preventing shippers from handling many more customers," said Stacie McCullough Kilgore, senior analyst at Forrester. "As international trade ramps up, today`s structures will leave shippers with increasing challenges like more customer returns, increased legal risks, and greater liability."

To succeed in global trade, international stakeholders must deploy an always-on global information pipeline, instead of tying information to cargo. This Net infrastructure will incorporate an open tracking system, a trader collaborative engine, and applications and services that enable traders to adhere to government regulations.

Global logistics has long been fertile ground for intermediaries that take advantage of its inefficiencies and process complexity. By 2003, startups will support procurement, track product, and match complementary shippers for cargo-space sharing. As physical goods and information separate, online providers will assume new roles by 2004.

http://www.forrester.com/ER/Press/Release/0,1769,394,FF.html

[DimStar]

Am Donnerstag geht Asia2B live. Die Unternehmen sind lt. dem C1-press-release für 20 % von Hongkongs Bruttosozialprodukt verantwortlich. Es wurden schon vor dem offiziellen Start Umsätze von 6 Mio HK$ erzielt, das sind 770.000 US$. Lest selbst.

HK portal Asia2B.com eyes profit by 2002
REUTERS
------------------------------------
Betting that software licensing and electronic commerce service charges will boost income, Asia2B.com Ltd`s chief executive Fang Fang said his business-to-business (B2B) portal hopes to stabilise revenue and show profitability by May 2002.
"We need to get critical mass here in Hong Kong and the way to do that is to go after major vertical [markets] because they have the community of clearly defined buyers and suppliers that always do business together," said Scott Najima, Asia2B`s chief technology officer.

Vertical portals are generally defined as platforms that contain various elements all relating to a specific industry, whereas horizontal platforms aim to capture general interest.

Asia2B, formed in April with a combined investment of US$40 million from eight companies, will officially launch on Thursday.

The eight companies, which hold stakes of between 7.5 and 15 per cent in the venture, are iCable Communications, SUNeVision, Jardine Matheson Group, New World China Enterprises, Swire Group, which controls Swire Pacific, WI Harper Group, Beijing Enterprises Holdings and Commerce One.

The portal covers a diverse range of industries, including telecoms and toys, cars and oil exploration, and health care and electronics.

Asia2B executives said the advantage of their portal was that it would allow companies to share the cost of establishing an e-commerce presence.

Synergy online

Analysts in Hong Kong, on the other hand, see the portal as a closed market environment where synergies among its members may exist but they are not yet clearly defined.

However, some said the portal would allow bricks-and-mortar businesses an easier route to an online presence.

"Old world economy companies are being dragged, kicking and screaming to go online," said Voon San Lai, analyst at G.K. Goh Research.

Mr Fang, a former Merrill Lynch investment banker, likened the Asia2B business model to a real estate developer that builds office towers on a lot then acts as a commercial property manager to provide services for their tenants.

For Asia2B such services will include bank settlement facilities for companies that wish to conduct their business on-line, Mr Fang said.

Additional revenue

In its first three months of operation from May to August, Asia2B`s revenue has reached HK$6 million, mostly from income derived from licensing Commerce One software which facilitates online B2B transactions.

Mr Fang said eventually, Asia2B earnings would see additional contributions from a one-off sliding-scale joining charge for companies, a per transaction charge and other service fees.

"We are not burning US$1 million a month, and even if we are, we would still be here for 40 months," he said.

Mr Fang declined to say what the company`s monthly cash burn rate was.

He also would not comment on recent Hong Kong press reports about Asia2B`s plans to seek a backdoor listing, or whether it would raise fresh funds from the public market, although he said an initial public offering was an option.

"The shareholders do consider going IPO as a viable, critical success factor for putting this company in a competitive position," Mr Fang said.


die letzten news von der hp (http://www.asia2b.com/home.htm):
Asia2B makes its leaping step towards China`s e-marketplace with a strategic partnership with CEInet Data Corporation Ltd.
24 August 2000

Asia2B Signs Deal with Sen Hong Resources Holdings Limited -- Another Member in the World`s Premier Global e-Commerce Association
2 August 2000

Asia2B.com announces major business deals at Hong Kong launch with 1 stop-toys.com, i-CABLE Communications, Jardine OneSolution, M2B.com, New T&T and New World Health Mall
27 July 2000

[Eboerse]

Hallo Zusammen
Auszug aus dem Interwiew mit Stephan Schambach
Going Public:
Wer waren ihrer Meinung nach die Pioniere des E-Commerce?
Stephan Schmalbach:
Intershop,Open Market und Broadvision und einige kleinere die auf der Strecke gebliben sind.
Intershop hatte die idee vom E-Commerce und einen funktionierenden Prototyp schon bevor der Begriff Ende 1995 im Sillicon Valley kreeiert wurde.
Gruß
eboerse

[rifraf]

Hi CMRC-Gemeinde..

Hier wieder was vom Bloomberg:

Commerce One Inc Reiterated `Strong Buy` at
Ryan, Beck
By Lindsey Mackay

Princeton, New Jersey, Sept. 12 (Bloomberg Data) -- Commerce One Inc.
(CMRC US) was reiterated ``strong buy`` by analysts Kama Krishna and Brian
Foote at Ryan, Beck & Co.

[rifraf]

und der auch noch:


Commerce One Inc Reiterated `Buy` at Bear
Stearns
By Lindsey Mackay

Princeton, New Jersey, Sept. 12 (Bloomberg Data) -- Commerce One Inc.
(CMRC US) was reiterated ``buy`` by analyst Kaushik Shridharani at Bear,
Stearns & Co. The target price is $75 per share.


Nachboerslich haben die 70USD ja wohl gehalten!!!


bye rifraf

[RolfBraun]

Hier noch ein "Gerücht":

12.09.2000
Scheinsieg der Auto-Konzerne
(hk) – Geplanter Online-Marktplatz bleibt ein Torso.
Der geplante virtuelle Marktplatz der Automobilindustrie hat die Prüfung durch die Kartellbehörden nicht überstanden ( siehe Bericht: Ermittlung gegen das Auto-Kartell ). Vom geplanten 240-Milliarden-Dollar-Projekt überlebt bloss der Name Covisint.


Auf den ersten Blick scheint es, als hätte die Automobilindustrie einen Erfolg erzielt. Die US-Kartellbehörde FTC gab den Autokonzernen General Motors, Ford und Daimler-Chrysler die Erlaubnis, den geplanten virtuellen Marktplatz namens Covisint in Betrieb zu nehmen. Ähnliche Freigaben stehen demnächst auch durch den europäischen Wettbewerbskommissar Mario Monti und durch das deutsche Bundeskartellamt zu erwarten.

Entgegen dem ersten Anschein hat die Idee eines weltweiten virtuellen Markplatzes der Automobilindustrie für ihre Zulieferer die Prüfung durch die Kartellbehörden aber nicht überlebt. Geblieben ist bloss der Name.

Was als "Covisint" Ende des Jahres 2000 in Betrieb gehen soll, hat mit der ursprünglich angekündigten Idee eines durchgängigen Logistik- und Beschaffungssystems der Branche über Online-Verbindungen mit ihren Lieferanten nichts mehr gemein ( siehe Bericht: Einkaufsmacht im Web ). Ursprünglich hatte es geheißen, weltweit sollten Beschaffungsvorgänge im Wert von 240 Milliarden Dollar über Covisint abgewickelt werden. Davon ist jetzt nicht mehr die Rede.


Statt eines für alle Teilnehmer transparenten Echtzeit-Systems mit Duplexverkehr ist jetzt bloss noch ein virtuelles Schaufenster geplant.
Die Teilnehmer können dort ihre Angebote und Auschreibungen publizieren, aber jede Reaktion darauf muss über Fax, gesonderte EDI-Leitungen oder Telefon erfolgen.

Logistik und Auftragsbearbeitung sind nicht mehr vorgesehen.

Nach Angaben des Covisint-Konsortiums existieren keine Pläne, die Funktionen für Logistik und Auftragsabwicklung künftig nachzuschieben. Über die Veröffentlichung von Katalogen, aus denen der Bedarf an Vorprodukten, Werkzeugen und Teilen von den Zulieferern ersichtlich ist, soll Covisint auch künftig nicht hinausgehen. Dies bestätigte ein Covisint-Sprecher auf Anfrage der US-Ausgabe der Information Week.

Mit dem stillen Rückzug von einem großspurig angekündigten Projekt reagiert die Automobilindustrie auf die Voruntersuchungen von Kartellbehörden in den USA, EU-Europa und Deutschland. Diese hatten weltweit geprüft, ob ein Online-Beschaffungssystem für Autoteile vorrangig unter dem Aspekt des technischen Fortschritts zu sehen ist oder als Versuch, ein verbotenes Online-Kartell für Preisabsprachen zu bilden.

In der jetzt von den US-Behörden genehmigten Version stellt "Covisint" kein verbotenes Kartell mehr da, fand die Aufsichtsbehörde FTC heraus.


Herbert Kunisch [e-mail]


Hmm... kann es sein, daß dieser Kunisch recht hat und dem Markt verschwiegen wurde, daß Convisint nur unter "schweren" Auflagen genehmigt wurde?
Und daß die Ankündigung Convisint-Geschäfte ersteinmal telefonisch abzuwickeln gar nicht auf "techn. Problemen" oder der Implementierungsdauer der Software zurückzuführen ist?

Eure Meinung?

-Rolf-

[rifraf]

@ Rolf...

Denke erst mal genehmigt iss der halbe Weg nach Rom... Auf jeden Fall iss der Fuss noch in der Tuer...


Hier nochwas:

Commerce One Inc Price Target Raised at UBS
Warburg
By Donna Mcdonald

Princeton, New Jersey, Sept. 12 (Bloomberg Data) -- Commerce One Inc.
(CMRC US) was maintained ``buy`` by analyst Andrew W. Roskill at UBS
Warburg. The price target was raised to $90 from $75 per share.


Der Thread iss echt gut... Danke an alle die sich viel Arbeit machen..


bye rifraf

[RolfBraun]

Wenn man allerdings den Original-Text liest hört sich das ganz anders an (danke Andy!):


InformationWeek
09/11/00, 7:48 p.m. ET
Automotive trading exchange Covisint got the green light today from the Federal Trade Commission to start doing business, but significant hurdles and much work still lie ahead. For starters, Bundeskartellamt (BKA), the German government`s antitrust regulatory agency, continues to investigate Covisint, preventing the exchange from going live until at least 30 days after that investigation is complete.
And when Covisint does go live, possibly before year`s end, it won`t have the advanced technology touted in February when the exchange was announced by Ford, General Motors, and DaimlerChrysler (who have since recruited Renault and Nissan).

Initially, suppliers will be able to post catalogs for material not used directly in manufactured products -- tools, office supplies, and machinery. Members will also be able to sponsor auctions and reverse auctions. Alice Miles, Covisint`s interim co-chief executive as well as a Ford exec, says Covisint will help automate the posting of bid requests for components that are used directly in manufacturing.

But this is shy of the transparent, real-time, two-way supply-chain connections between automakers and all of their suppliers that Covisint is expected to offer one day. Supply-chain operations will continue to rely on electronic data interchange, faxes, and phone calls. In the first phase, there will be no logistics or fulfillment applications, or the kind of advanced design-collaboration tools that would enable automakers and suppliers to collaborate on component and finished-product design, Miles says. No vendors or timetables have been named for these functions, according to a Covisint spokesman.


Mir scheint, als seien hier bei der Übersetztung des Herrn Kunisch von diesem eine Menge Dinge "interpretiert" worden, die so nicht verlautbart wurden.

Dennoch der Verdacht bleibt und sollte uns einige Gedanken wert sein.

-Rolf-

[alderan]

So anders hört sich das gar nicht an!
...initially, suppliers will be able to post catalogs for material not used directly in manufactured products -- tools, office supplies, and
machinery.
!

[snoppy]

Ihr habt keine Ahnung von E-Procurement, stimmts?
Das was hier vermeldet wird, bedeutet, daß in der Phase1 nur die nichtproduktionsrelevanten Beschaffungsvorgänge
über das Portal abgwicklet wird. Nichtproduktionsrelevante Produkte sind z.B. alle Verwaltungsartikel (Büroartikel,
etc.)
Produktionsrelevante Materialien über eine e-Procurement Sysytem abzuwickeln ist meiner Meinung nach noch
gar nicht möglich. Hier müssen Stücklisten, Konstruktionszeichnungen, Dispositionen etc, mitinvolviert werden.
Das ist, (Vorallem mit R/3) sehr aufwendig.
Ich halte viel von Commerce One, zaubern können aber auch die nicht!

[CrazyBroker]

Was soll die Panik?

Welchen Sinn hätte die covisint für c1, wenn kein Handel darüber geführt werden dürfte?
Wenn der Handel wie bisher telefonisch oder schriftlich durchgeführt wird, wie soll c1 denn dann irgendwelche Provisionen abkassieren?
Das kann also nicht die Endlösung sein!
Ich denke das einfach noch technische Probleme gelöst werden müssen die die FTC als Auflage gemacht hat.

Bye Hansi

PS.: Andere Plattformen betreiben ja auch schon Handel!

[BigHawk]

DaimlerChrysler erwartet grünes Licht des Kartellamts für Venture mit Ford, GM

STUTTGART (dpa-AFX) - Der DaimlerChrysler-Konzern erwartet für das gemeinsame E-Commerce-Joint Venture Covisint mit der Ford Motor Co. und General Motors in Kürze eine Freigabe durch das Bundeskartellamt. Dies sagte Vorstandsmitglied Eckhard Cordes dem "Handelsblatt" (Mittwochsausgabe).

Das Unternehmen werde in Europa operieren, der Firmensitz solle aber weder Frankreich noch Deutschland sein. Cordes zufolge werden Daimler, Ford und GM jeweils rund 30% an dem Joint Venture halten. Rund 5% werden in den Händen von Renault und Nissan liegen, weitere 5% in Besitz von Commerce One und Oracle .

Das Venture könne über Nacht starten, sagte Cordes, der sich "deutliche" Einsparungen von dem Portal verspricht. Die von Goldman Sachs genannten 1.000 USD pro Auto hielt der Manager aber für sehr hoch. Über Covisint sollen zunächst Büromaterial und Standardteile, ab 2001 Produkte aus der gesamten Lieferkette geordert werden können. Später seien unter anderem Beratungsleistungen vorgesehen. Der geplante Einkaufsumfang belaufe sich auf 240 Mrd. USD.

Covisint werde zunächst nicht in Asien starten, allerdings sei langfristig ein Joint Venture mit der Mitsubishi Motor Co. möglich. Dem Bericht zufolge führt der Konzern auch Gespräche mit Honda und Toyota./fl/nik/ub

[RolfBraun]

@snoppy: Stimmt, Du hast recht!

Jedoch scheinen die meisten Anleger zu erwarten, daß CMRC zaubern kann.

Ich schließe mich der Meinung von Andy Busch übrigens an, daß die Umsätze erst 3-4. Quartal 2001 so richtig ins rollen kommen.

Nur werden an der Börse ja bekanntlich selten Fakten sondern eher Erwartungen "gehandelt".

-Rolf-

[Azerim]

Hier noch ne kleine aufmunterung :-)

13.09.2000
Commerce One kaufen
Hornblower Fischer


Mit der Genehmigung der B2B-Plattform Covisint durch die US-Kartellbehörde (FTC) hat Commerce One (WKN 924107) einen wichtigen Meilenstein in seiner Unternehmensgeschichte erreicht, berichten die Analysten von Hornblower Fischer.

Die FTC habe untersucht, ob es mit dieser Plattform – über die künftig die großen US-Autohersteller DaimlerChrysler, General Motors, und Ford ihre Einkäufe abwickeln wollen – zu monopolartigen Verhältnissen kommen könnte. Mit dem Ja der Kartellbehörde habe sich für Commerce One ebenso wie für den Partner Oracle ein enormes Umsatz- und Ertragspotenzial eröffnet. Commerce One werde durch eine prozentuale Beteiligung unmittelbar an den Transaktionen verdienen.

Neben Covisint werde in diesem Jahr neben einem Handelsplatz für die US-Versorgungsindustrie (Enporion) auch eine Plattform für die US-Bergwerksindustrie ihren Betrieb aufnehmen. Insgesamt habe Commerce One bereits 34 Plattformen in Betrieb nehmen können, wobei die Softwarelösung auch Transaktionen zwischen verschiedenen Plattformen erlauben würde. Neben SAP bestehe seit kurzem auch eine sehr aussichtsreiche Allianz mit dem E-Commerce-Software-Anbieter Intershop.

Zudem würden die jüngsten Quartalszahlen die enormen Wachstumschancen im B2B-Sektor verdeutlichen. So wäre der Umsatz im Vergleich zum Vorjahr von 4,2 Mio. Dollar auf 62,7 Mio. Dollar verfünfzehnfacht worden. Gegenüber dem Vorquartal ergebe sich auch ein beeindruckendes Wachstum – von 80%. Die Gewinnzone wolle Commerce One bereits 2001 erreichen. Im Vergleich zum Konkurrenten Ariba liege Commerce One beim Quartalsumsatz mit 11 Mrd. Dollar zurück, doch rechtfertige dies nach den Einschätzung des Hornblower Fischer Researchteams nicht den markanten Bewertungsabschlag.

Während Ariba an der Börse mit 35 Mrd. Dollar bewertet werde, komme Commerce One auf eine Marktkapitalisierung von lediglich 11 Mrd. Dollar. Daher würden die Analysten von Hornblower Fischer ihre Einstufung mit „Kaufen“ noch einmal bekräftigen.

Quelle:www.aktiencheck.de
--------------------------------------------------------------------------------

[RolfBraun]

hmm... die Kaufempfehlung von Hornblower und Rhein-Asset gestern auf NTV dürften den großen Spread heute zwischen dem US Kurs und den deutschen Börsen erklären...

Heute werden doch übrigens die Konsumgüterpreise in USA erwartet, daß könnte dem NASDAQ mal wieder ein positives Signal geben.
Donnerstag kommen Zahlen von Oracle, auch das wird direkte Auswirkungen haben.

-Rolf-

[SteffenP]

@rolfbraun und die anderen

genau das ist es! Erwartungen werden gehandelt! Resultierend aus Fakten und Gerüchten, die man letztendlich bewertet oder bewerten lässt.
All die Einspeisung von Mitteilungen und Nachrichten aus aller Welt, die absolut informativ, konstruktiv und kritisch das Geschäftsmodell von C1 begleiten können eines jedoch nicht: einem die Entscheidung abnehmen, sich persönlich zu entscheiden.
Daher die Euphorie auf der einen Seite und die Unentschlossenheit auf der anderen Seite.
Wenn irgendeiner glaubt, dass sich Wirtschaftsunternehmen wie Ford, GM, Daimler-Chrysler und andere "Global Players" von destruktiven Beamten - auf Dauer - behindern lassen, verkennt er die Realität.
Wenn der Einstieg von Covisint erstmal ins Rollen kommt, auch durch technische Probleme begründet, lassen sich diese Firmen doch nicht mehr aufhalten und sukzessive die Plattform ausbilden, die ihnen vorschwebt nach dem Motto 2 Schritte vor einen zurück zwei vor einen zurück usw.
Einmal am Laufen wird sich das Rad nicht mehr zurückdrehen lassen!

Meine Entscheidung zu C1 steht: absolut strong buy!!

[c1club]

Commerce One kaufen

Hornblower Fischer - Mit der Genehmigung der B2B-Plattform Covisint durch die US-Kartellbehörde (FTC) hat Commerce One (WKN 924107) einen wichtigen Meilenstein in seiner Unternehmensgeschichte erreicht, berichten die Analysten von Hornblower Fischer.

Die FTC habe untersucht, ob es mit dieser Plattform – über die künftig die großen US-Autohersteller DaimlerChrysler, General Motors, und Ford ihre Einkäufe abwickeln wollen – zu monopolartigen Verhältnissen kommen könnte. Mit dem Ja der Kartellbehörde habe sich für Commerce One ebenso wie für den Partner Oracle ein enormes Umsatz- und Ertragspotenzial eröffnet. Commerce One werde durch eine prozentuale Beteiligung unmittelbar an den Transaktionen verdienen.

Neben Covisint werde in diesem Jahr neben einem Handelsplatz für die US-Versorgungsindustrie (Enporion) auch eine Plattform für die US-Bergwerksindustrie ihren Betrieb aufnehmen. Insgesamt habe Commerce One bereits 34 Plattformen in Betrieb nehmen können, wobei die Softwarelösung auch Transaktionen zwischen verschiedenen Plattformen erlauben würde. Neben SAP bestehe seit kurzem auch eine sehr aussichtsreiche Allianz mit dem E-Commerce-Software-Anbieter Intershop.

Zudem würden die jüngsten Quartalszahlen die enormen Wachstumschancen im B2B-Sektor verdeutlichen. So wäre der Umsatz im Vergleich zum Vorjahr von 4,2 Mio. Dollar auf 62,7 Mio. Dollar verfünfzehnfacht worden. Gegenüber dem Vorquartal ergebe sich auch ein beeindruckendes Wachstum – von 80%. Die Gewinnzone wolle Commerce One bereits 2001 erreichen. Im Vergleich zum Konkurrenten Ariba liege Commerce One beim Quartalsumsatz mit 11 Mrd. Dollar zurück, doch rechtfertige dies nach den Einschätzung des Hornblower Fischer Researchteams nicht den markanten Bewertungsabschlag.

Während Ariba an der Börse mit 35 Mrd. Dollar bewertet werde, komme Commerce One auf eine Marktkapitalisierung von lediglich 11 Mrd. Dollar. Daher würden die Analysten von Hornblower Fischer ihre Einstufung mit „Kaufen“ noch einmal bekräftigen.

http://www.mausnetz.de/clubs/c1

[isaaacc]

wow: gestern mail ans bundeskartellamt bezueglich deutscher pruefung von covisint. heute antwort!
sag mir keiner mehr was ueber beamte im allgemeinen und beamte und internet im besonderen(oder ists ein hiwi von der uni?).

Bundeskartellamt
Stefan Siebert
Pressestelle
Referat E/G 2 - Allgemeine Fragen und Oeffentlichkeitsarbeit
Kaiser-Friedrich-Str.16, D-53113 Bonn
Tel. [phone]
Fax [phone]
e-mail: [e-mail]
Mitteilungen per e-mail dienen der schnellen und informellen Kommunikation.
Sie enthalten keine rechtsverbindlichen Erklaerungen des Bundeskartellamts.

Sehr geehrter Herr isaaacc,
das Vorhaben "Covisint" ist beim Bundeskartellamt am 2. August 2000
fusionskontrollrechtlich angemeldet worden. Das Bundeskartellamt prüft, ob
durch den Zusammenschluß eine marktbeherrschende Stellung entsteht oder
verstärkt wird. Die Prüfungsfrist beträgt maximal 4 Monate, muß aber nicht
notwendig ausgeschöpft werden. Ein genaues Datum für die Entscheidung steht
noch nicht fest.
Mit freundlichen Grüßen
Stefan Siebert

[TedBaxter]

Commerce One - Expansion ins Content-Geschäft

Commerce One will ein globales Netzwerk für den Handel mit Internet-Inhalten aufbauen. Das gab das Unternehmen am Dienstag bekannt.

"Wir glauben, das hochwertige, aktuelle Inhalte der Schlüssel sind, der Käufer und Verkäufer zusammen bringt und den eCommerce antreibt," sagte Amos Barzilay, Leiter der Content-Abteilung bei Commerce One.

Das neue Netzwerk wird auf der `Content Refinery` -Technologie von Commerce One basieren und vorkonfigurierte Verzeichnisse von Internet-Inhalten bieten. Weitere Informationen ermöglichen es den potenziellen Abnehmern, mit den Herstellern in Verbindung zu treten.

Von Branchenkennern wird der Schritt als Antwort auf ein ähnliches Vorhaben der Konkurrenten IBM ,I2 und Ariba gewertet. Die Partner hatten ihr `Business Exchange Directory` in der vergangenen Woche angekündigt.

Gruß Ted



© 12.09.2000 www.stock-world.de

[CrazyBroker]

Jetzt taucht diese Mausnetz Werbung schon wieder hier auf!!!!!

2 Postings drüber die gleiche Empfehlung, lesen die Leute von Mausnetz die Threads garnicht?

Im übrigen ist es eine schlechte Empfehlung für c1. Laut Hornblower Fischer hinkt c1 beim Quartalsumsatz nur um 11 Milliarden $ hinter Ariba her.
Könnt Ihr Euch vorstellen wo der Kurs von Ariba wäre bei 11Mrd.$ Quartalsumsatz?

Bye Hansi

[AndyBusch]

das ist der mit Abstand beste C1 thread den wir seit langem hatten.

Commerce One Inc Reiterated `Strong Buy` at Ryan, Beck

http://www.cnetinvestor.com/newsitem-bloomberg.asp?symbol=10…

Diese strong buy-Empfehlung hat mich veranlasst mal einen Blick auf YHOO zu werfen, wie es aktuell bei ARBA und CMRC aussieht und da gab es eine freudige Überraschung:

CMRC: 1.46
http://biz.yahoo.com/z/a/c/cmrc.html
ARBA: 1.53
http://biz.yahoo.com/z/a/a/arba.html
Vielleicht auch mal einen Blick auf den Trend werfen.
Ich weiß von anderen Boards, dass ein durchschnittliches Analystenrating von 1.5 auf YHOO eine kritische Kennzahl ist und für viele mit ein Kriterium für ein Investment.

grüße Andy

[=>AlterSchwede]

Gebt doch bitte mal ein Statement zu diesem Artikel, ich habe mir erlaubt ihn der Einfachheit halber von Big Hawk zu kopieren:
AS..

Aus Informationweek.de:


12.09.2000
Scheinsieg der Auto-Konzerne
(hk) – Geplanter Online-Marktplatz bleibt ein Torso.
Der geplante virtuelle Marktplatz der Automobilindustrie hat die Prüfung durch die Kartellbehörden nicht überstanden ( siehe Bericht: Ermittlung gegen das Auto-Kartell ). Vom geplanten 240-Milliarden-Dollar-Projekt überlebt bloss der Name Covisint.


Auf den ersten Blick scheint es, als hätte die Automobilindustrie einen Erfolg erzielt. Die US-Kartellbehörde FTC gab den Autokonzernen General Motors, Ford und Daimler-Chrysler die Erlaubnis, den geplanten virtuellen Marktplatz namens Covisint in Betrieb zu nehmen. Ähnliche Freigaben stehen demnächst auch durch den europäischen Wettbewerbskommissar Mario Monti und durch das deutsche Bundeskartellamt zu erwarten.

Entgegen dem ersten Anschein hat die Idee eines weltweiten virtuellen Markplatzes der Automobilindustrie für ihre Zulieferer die Prüfung durch die Kartellbehörden aber nicht überlebt. Geblieben ist bloss der Name.

Was als "Covisint" Ende des Jahres 2000 in Betrieb gehen soll, hat mit der ursprünglich angekündigten Idee eines durchgängigen Logistik- und Beschaffungssystems der Branche über Online-Verbindungen mit ihren Lieferanten nichts mehr gemein ( siehe Bericht: Einkaufsmacht im Web ). Ursprünglich hatte es geheißen, weltweit sollten Beschaffungsvorgänge im Wert von 240 Milliarden Dollar über Covisint abgewickelt werden. Davon ist jetzt nicht mehr die Rede.


Statt eines für alle Teilnehmer transparenten Echtzeit-Systems mit Duplexverkehr ist jetzt bloss noch ein virtuelles Schaufenster geplant.
Die Teilnehmer können dort ihre Angebote und Auschreibungen publizieren, aber jede Reaktion darauf muss über Fax, gesonderte EDI-Leitungen oder Telefon erfolgen.

Logistik und Auftragsbearbeitung sind nicht mehr vorgesehen.

Nach Angaben des Covisint-Konsortiums existieren keine Pläne, die Funktionen für Logistik und Auftragsabwicklung künftig nachzuschieben. Über die Veröffentlichung von Katalogen, aus denen der Bedarf an Vorprodukten, Werkzeugen und Teilen von den Zulieferern ersichtlich ist, soll Covisint auch künftig nicht hinausgehen. Dies bestätigte ein Covisint-Sprecher auf Anfrage der US-Ausgabe der Information Week.

Mit dem stillen Rückzug von einem großspurig angekündigten Projekt reagiert die Automobilindustrie auf die Voruntersuchungen von Kartellbehörden in den USA, EU-Europa und Deutschland. Diese hatten weltweit geprüft, ob ein Online-Beschaffungssystem für Autoteile vorrangig unter dem Aspekt des technischen Fortschritts zu sehen ist oder als Versuch, ein verbotenes Online-Kartell für Preisabsprachen zu bilden.

In der jetzt von den US-Behörden genehmigten Version stellt "Covisint" kein verbotenes Kartell mehr da, fand die Aufsichtsbehörde FTC heraus.


Herbert Kunisch [e-mail]

[isaaacc]

lies doch mal weiter unten!

[=>AlterSchwede]

@ll

Tausend mal SORRY, das Teil war ja schon gepostet !! Ich hatte es komplett übersehen Ich hoffe, wenigstens diese schlechte Meldung ist neu:

AS..SOFTBANK VC Selects Interliant and Onyx Software e-Business Offering as a Preferred Solution for its 200 Portfolio Companies
WEDNESDAY, SEPTEMBER 13, 2000 8:17 AM
- BusinessWire

BELLEVUE, Wash. & PURCHASE, N.Y., Sep 13, 2000 (BUSINESS WIRE) --

Onyx-Interliant Offering Already Live at Evoke Communications
Onyx Software Corp. (Nasdaq:ONXS), a global provider of enterprise-wide, customer-centric e-business solutions, and Interliant Inc. (Nasdaq:INIT), a global application service provider (ASP), today announced that they have been selected by Internet investment giant SOFTBANK Venture Capital as preferred providers for e-business solutions. As a result, SOFTBANK VC will recommend the Interliant/Onyx hosted solution, which leverages the extensive high-tech industry experience of both companies, to its portfolio of more than 200 technology companies.

The Web-based e-business offering, built on Onyx 2000 and hosted and managed by Interliant, helps sales and marketing personnel track and manage critical customer interactions (both on- and offline) throughout the business relationship. The highly scalable solution, which is already in use by Evoke Communications (Nasdaq:EVOK), the leading provider of integrated Internet communication services for Web-based collaboration, provides the additional benefit of quick implementation and upgrading.

"One of the most difficult aspects of managing and fueling the exponential growth of high-tech companies is quickly deploying e-business software that helps companies win rather than holds them back," said Gary Rieschel, executive managing partner for SOFTBANK VC. "The Onyx offering, which has been proven at hundreds of the most successful high-tech companies in the world, gives us just what our portfolio companies need to maintain a competitive advantage while enjoying explosive growth. Offering it hosted through Interliant takes an enormous burden off their shoulders by letting them focus on their core business, customer acquisition, retention and expansion."

"Internet and high growth technology companies are under more pressure than ever to enhance customer and partner loyalty and please investors at the same time, and that means efficiently managing critical business relationships and maximizing revenue opportunities," said Brent Frei, president and CEO of Onyx Software. "By partnering with Onyx and Interliant to deliver this powerful, customized, enterprise-wide solution, SOFTBANK has shown once again why it is a true leader and shaper of the Internet economy."

"We`re excited to be partnering with two forward-looking companies that recognize that enterprise application deployment is moving rapidly toward an ASP model," said Herb Hribar, president and CEO of Interliant. "SOFTBANK companies exemplify the perfect customer fit for Onyx and Interliant. Technology companies experiencing very rapid growth need a quickly deployable system, implemented and maintained by experts, that grows with them and has the flexibility to change as their business requirements change. This partnership is aimed at giving companies that power."

First Softbank Company Live with Onyx 2000
Evoke Communications, which uses the Internet to expand and enhance communications for businesses and consumers, is the first company to standardize its customer-facing operations on the Interliant-hosted Onyx 2000 solution. The solution powers Evoke Communications` aggressively expanding global sales and marketing team. It provides a simple Internet workplace that enables Evoke Communications to unify customer information across sales, marketing, support and operations, presenting employees a complete view of every customer relationship beginning with the first contact. By opting for a hosted service, Evoke Communications gains the benefit of rapidly deploying a flexible and cost-effective relationship management solution that enables the company to maintain focus on its core business.

"The Onyx/Interliant solution is a perfect fit for our customer information platform because it`s Web-based and works across our company for capturing both online and offline customer interactions," said Jim LeJeal, Evoke Communications co-founder and chief operating officer. "Onyx allows us to tie together all of our customer relationships and make them accessible to employees in a personalized Web interface. And, with Interliant hosting and maintaining Onyx, we are guaranteed reliability."

About Interliant
Interliant, Inc. (NASDAQ:INIT) is a leading global application service provider (ASP) and pioneer in the ASP market. Interliant`s INIT Solutions Suite includes messaging and knowledge management, security, e-commerce, customer relationship management, enterprise resource planning, distributed learning, Web-site hosting and Web-based rental applications. Interliant, headquartered in Purchase, NY, has forged strategic alliances with the world`s leading software, networking and hardware manufacturers including Microsoft (NASDAQ:MSFT), Dell Computer Corporation (NASDAQELL), Oracle Corporation (NASDAQ:ORCL), BMC Software (NASDAQ:BMCS), Network Solutions (NASDAQ:NSOL), IBM (NYSE:IBM) and Lotus Development Corp. For more information, visit www.interliant.com.

About Onyx Software
Onyx Software Corp. (Nasdaq:ONXS) is a global supplier of enterprise-wide, customer-centric e-business applications. Customer-centric e-business software aggregates customer and partner information gathered both online and offline from within an enterprise, including sales, marketing, service and support, and makes total customer and partner information available enterprise-wide.

Onyx Software`s award-winning products are known for flexibility, reliability and ease of use, resulting in high return on investment, low total cost of ownership and industry-leading customer satisfaction. Onyx operates worldwide, supporting large, medium and small companies including Agile Software, American Express, Broadwing, Commerce One, Credit Suisse, Dreyfus, FirstWorld Communications, Hummingbird, NTL Group, Portland Trail Blazers, Prudential Securities, Sierra Health Services and Singapore Cable Vision. For more information, call 888-275-6699 or email [e-mail]. Please visit http://www.onyx.com/annualreport to download the Onyx Software 1999 annual report and 10K.

Interliant is a registered trademark of Interliant, Inc. Onyx Software Corporation is a trademark or registered trademark of Onyx Software Corporation. All other company and product names are trademarks, registered trademarks or service marks of their respective companies.

Onyx Software Corporation
This press release contains forward-looking statements. Forward-looking statements are based on the opinions and estimates of management at the time the statements are made and are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated in the forward-looking statements. The words "believe," "expect," "intend," "anticipate," variations of such words, and similar expressions identify forward-looking statements, but their absence does not mean that the statement is not forward-looking. These statements are not guaranties of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Factors that could affect Onyx`s actual results include, but are not limited to, the "Important Factors That May Affect Our Business, Our Results of Operations and Our Stock Price" described in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2000. Readers are cautioned not to place undue reliance upon these forward-looking statements that speak only as to the date of this release. Onyx undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.

Interliant Inc.
This press release contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements. Actual results and the timing of certain events may differ significantly from the results anticipated or discussed in the forward-looking statements. These forward-looking statements are based largely on the Company`s current expectations and are subject to a number of risks and uncertainties. In addition to this press release, other important factors to consider in evaluating the forward-looking statements include, without limitation, the Company`s Form 10-K filed with the Securities and Exchange Commission ("SEC") on March 29, 2000, and the Company`s registration statement on Form S-1, as amended, that was filed with the SEC on May 16, 2000, and in other reports of the Company filed from time to time with the SEC. In light of these risks and uncertainties, there can be no assurance that the forward-looking statements contained herein will in fact be realized and the Company assumes no obligation to update this information.

CONTACT: Interliant Inc.
Media Contact:
Rosanne E. Desmone, 703/762-1759
[e-mail]
or
Interliant Investor Contact:
Beth O`Byrne, 914/640-9000 x211
[e-mail]
or
Onyx Software Corporation
Onyx Media Contact:
Heather Knox, 425/519-9225
[e-mail]

URL: http://www.businesswire.com
Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.

Copyright (C) 2000 Business Wire. All rights reserved.

KEYWORD: NEW YORK WASHINGTON
INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS
E-COMMERCE
HARDWARE
INTERNET
NETWORKING
MARKETING
AGREEMENTS

[isaaacc]

Internet-Plattformen
auf dem Prüfstand

Bonn (ddp) – Das Bundeskartellamt prüft erstmals mögliche Wettbewerbsverstöße über das Internet. Die obersten deutschen Wettbewerbshüter hätten mit der Überprüfung der Internet-Plattform der Automobilhersteller Ford, General Motors, DaimlerChrysler sowie Renault/Nissan begonnen, sagte der Präsident des Bundeskartellamts, Ulf Böge, in Bonn. Das geplante E-Commerce-Unternehmen „Covisint“ solle der gesamten Automobilindustrie - also auch Zuliefern - als Plattform dienen. Von Interesse der Wettbewerbshüter sei nun, ob die Zulieferfirmen freien Zugang zu der Plattform hätten, Daten vertraulich ausgetauscht werden könnten, und ob die Gefahr abgestimmter Verhaltensweisen bestehe. In dem Prüfverfahren seien nun zahlreiche deutsche Automobilzulieferer zu Stellungnahmen aufgefordert. Die Vorzüge des Internets könnten zu wettbewerbsrechtlichen Beschränkungen führen, begründete Böge.

SZ vom 26.7.
immerhin haben sie schon ne woche vor dem offiziellen antrag das pruefen angefangen.

[Front]

Hi,

ich will mich gar nicht hier in eure konstruktive Unterhaltung einmischen.

@ CrazyBroker

das Wort "Endlösung" ist nicht unbefangen zu gebrauchen. Wollte ich nur mal gesagt haben.

mfg

Front

[Azerim]

HE Leute, denkt an die Zukunft!



Commerce One-Hosted eLink 2000 B2B Industry Conference Sells Out

PLEASANTON, Calif.--(BUSINESS WIRE)--Sept. 13, 2000--

More Than 2,500 Executives Representing Fortune 500 Companies
Expected At Premier Business E-Commerce Event in Las Vegas


Commerce One, Inc. (NASDAQ:CMRC), the leader in global e-commerce solutions for business, announced today that the industry`s leading B2B global e-commerce conference, "eLink 2000 Las Vegas: The Smartest Way from B2B," has sold out. The event, created for executives directing e-commerce efforts in information technology, marketing and finance, will take place September 18 - 20, 2000 at the Bellagio hotel in Las Vegas. eLink 2000 is hosted by Commerce One and co-sponsored by SAP, PricewaterhouseCoopers, PeopleSoft, Microsoft, Intel, Compaq and Andersen Consulting. Media sponsors include Business 2.0, Forbes and The New York Times.

eLink 2000 Las Vegas will feature keynote addresses from industry leaders and visionaries, along with 35 conference sessions and more than 80 exhibits. The event will address topics ranging from leveraging transaction services for competitive advantage to streamlining supply chains using e-marketplace solutions. Attendees will also witness the on-site construction of a LIVE e-marketplace powered by Commerce One. Commerce One will discuss the increasing liquidity of global e-marketplaces, new solutions and customer success.

"We believe that the strong support for eLink 2000 reflects the tremendous cross-industry focus on business e-commerce solutions," said Chuck Donchess, executive vice president and chief strategy officer, Commerce One. "eLink attracts some of the industry`s most influential senior executives, luminaries, financial analysts, industry analysts, and members of the news media. Commerce One is delighted that eLink has become a B2B e-commerce event that business leaders can turn to for strategic information."


Forward Looking Statements

Certain statements made in this press release by Commerce One are not historical facts but are "forward looking statements" and may involve risks and uncertainties which could cause actual future results to differ materially and adversely from those anticipated by such statements. Included among the factors that could affect Commerce One`s performance are: general economic conditions; fluctuations in operating results; its ability to effectively manage future growth, to retain and efficiently integrate its executive management team, and to identify, hire, train and retain, in a highly competitive market, individuals highly skilled in the Internet and its rapidly changing technology; significant revenue concentration in a limited number of clients etc. For a discussion of these and other risk factors that could affect Commerce One`s business, see "Risk Factors" in Commerce One`s filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 1999 and its quarterly report on Form 10Q for the quarter ended March 31, 2000.

Commerce One and Global Trading Web are either trademarks or registered trademarks of Commerce One, Inc. All other company, product, and brand names are trademarks of their respective owners.

CONTACT: The Horn Group
Caroline Hacker, 415/905-4016
[e-mail]


PS:Ich habe den Text etwas abgekürzt.
Gesamter Text: www.nasaq.com

[Eboerse]

Hallo Zusammen
Im B2B Bereich geht der Handelsimpuls von der Nachfrage aus.
Das die Focussierung in der B2B-Wirtschaft auf dem Einkauf(engl:Purchasing/Sourching)und auf der Nutzung von Marktplatztechnologien liegt,ist aus zwei Gründen logisch.
Zum einen bewegen sich die die meisten B2B Unternehmen in gesättigten Märkten und sind da-mit einem immensen Preisdruck ausgesetzt,der sie zu immer neuen Kostensenkungsmaßnahmen zwingt.
Daher gilt der alte Spruch der geschäftsleitung"im Einkauf liegt der Gewinn"auch noch in der New Economy.
Zum einen geht der Impuls zum Abschluß eines Handelsgeschäfts von Unternehmen untereinander nicht von dem Angebot,sondern von der Nachfrage aus.
Die Einkäufer bestimmen,ob und wann ein Handelsgeschäft getätigt wird,und gehen gezielt auf die Frage kommender Anbieter zu und nicht umgekehrt.Erfahrene Einkäufer surfen nicht hunderte von Web-Sites potentieller Lieferanten ab,um die besten zu ifdentifizieren,sondern erwarten,das sich die Lieferanten aktiv um den Bedarf bemühen.
Das ist auch der Grund,warum sich mehr als 3 Millionen Web-Pages von B2B Unternehmen kaum zu nenenswerten Umsatzsteigerungen geführt haben.
Gruß
eboerse

[Eboerse]

Hallo zusammen
Das Problem welches die Einkäufer dabei haben,in dem sie hunderte von Websites ab surfen müssen,kann z.B durch die eCatalogsuite (eCS)von Poet gelöst werden.
Ariba ist da einen Schritt voraus,allerdings haben sie mit ihren kleineren Portalen auch nicht die Implementierungsschwierigkeiten wie z.B Commerce One und Orakel mit Covisint,einer Mega Exchange,wo es doch um komplexere Lösungen geht.
Wobei ich zu der Aufteilung gehört habe,das Ford mit Orakel zusammen arbeitet während Commerce One mit Generall Motors kooperiert.
Dies zur Aufteilung der Plattform bez. des Gewinns und Transaktionsmodells.
Und vorallem,den Schwierigkeiten,die ein kompletter Handel aller Unternehmen auf Covisint mit sich führt.
Bevor da nennenswerte Umsätze(wie wir sie erwarten),generiert werden,ist noch ein weiter Weg.
Gruß
eboerse

[DimStar]

Covisint Running Out of Excuses to Deliver on Its B2B Promise
http://www.thestreet.com/_yahoo/tech/internet/1076377.html

Did Commerce One-SAP land another customer?
September 13, 2000 04:56 PM PT
by Adam Feuerstein
http://www.upside.com/News/39c015fc0_yahoo.html
Commerce One (CMRC) and SAP (SAP) have landed another customer for their joint Internet marketplace platform. Or maybe they haven`t?

Late today, global telecommunications provider Cable & Wireless said it would build a private Net marketplace to link with eight of its U.S. and United Kingdom suppliers, trading four different commodities. The marketplace will be built as a test program and will use the technology from the recently announced Commerce One-SAP marketplace alliance. If the test works, the marketplace could be rolled out worldwide next year.


But the announcement seemed to take Commerce One executives by surprise, all of whom are gearing up for a big user conference next week in Las Vegas. Last week, Commerce One chief strategy officer Chuck Donchess crowed that the alliance had four big customers in the pipeline, but wouldn`t disclose any more information.


So, is Cable & Wireless -- a company with $14 billion in annual revenue -- one of these mysterious four customers? Commerce One executives won`t answer the question directly.


"This is one of a stream of regular announcements that we plan on making with SAP," says a Commerce One spokeswoman. "We are excited to be working with Cable & Wireless."


Huh? Is Cable & Wireless one of the four big customer wins investors and analysts have been waiting to hear about from Commerce One and SAP? Yes? Or no?


No comment, says the Commerce One spokeswoman.


Ordinarily, such silly semantic exercises wouldn`t register on anyone`s radar screen, but the competition to power large Net marketplaces, or exchanges, is intense. The Commerce One-SAP partnership is under heavy pressure to throttle chief rival IBM (IBM), Ariba (ARBA) and i2 Technologies (ITWO), which formed an alliance of their own in March. Then there`s Oracle (ORCL), which is going after exchange customers on its own.


So far, the numerical edge goes to the IBM-led alliance, with six "official" wins. Today, UpsideToday reported the troika had landed a seventh customer -- Transora, the large consumer products exchange.(See "IBM-Ariba-i2 alliance to build Transora Net marketplace")


So far, Commerce One and SAP have only officially announced two exchange customers for their joint product offering, despite Donchess` boasts. Maybe Cable & Wireless was prodded to announce its allegiance to Commerce One-SAP to even the score with its rivals a bit? Or maybe Cable & Wireless is just an existing customer gussied up to look like a new exchange win? Cable & Wireless` Australian subsidiary is already a Commerce One customer.


No comment, says the Commerce One spokeswoman.


IBM-Ariba-i2 alliance to build Transora Net marketplace
September 13, 2000 09:51 AM PT
by Adam Feuerstein
http://www.upside.com/News/39bfb2880_yahoo.html


Ich glaube, Transora ist vergeben. Wg. Cable&Wireless schaue ich mich noch gleich um. C&W Optus (Australien) ist ja schon C1-Kunde mit einem horizontalen Portal.

[DimStar]

Hier also der C&W - press-release. ich bin mir auch nicht sicher, ob dies nun einer der 4 neuen MarketSet-Kunden ist, da es keine Mega-Exchange sondern eine globale unternehmenslösung sein wird.

http://www.cwplc.com/press/2000/p00sep13.html

13 Sep 2000




Cable & Wireless announces online procurement project with Sapmarkets and Commerce One Team




Cable & Wireless, the global telecommunications group, today (13 September 2000) announced it is piloting a phased worldwide programme to put online a large proportion of its own purchasing, with Commerce One, Inc, the leader in global e-commerce solutions for business and SAPMarkets, the leader in collaborative marketplace software and solutions.

Cable &Wireless` internal e-enabling programme, of which the eProcurement project is just one part, is driven by the company`s commitment to internet technology for improving business communication and extracting greater efficiencies - both for Cable & Wireless` customers and for the company itself.

The trial is expected to improve the efficiency of Cable & Wireless` procurement function, by automating the interaction between itself and its suppliers. If the trial is successful, Cable & Wireless` e-Procurement programme will deliver benefits in terms of faster transaction time and greater compliance with Cable & Wireless` global standards and supply agreements.

Commerce One and SAPMarkets are supporting the Cable & Wireless vision for online procurement through their recently announced alliance. Today, it combines the e-marketplace infrastructure and business-to-business solutions from Commerce One with e-procurement, supply chain, product planning, and analysis applications from SAPMarkets. The trial goes beyond simple catalogue ordering to provide dynamic procurement of goods and management of all facets of the supply chain - for instance planning and demand aggregation.

Mike McTighe, CEO Global Operations, Cable & Wireless said:
"e-Procurement is about working the way we anticipate our customers to be working - using the internet to save money and make life easier. eProcurement is the first of a series of e-enabling projects that are taking place within Cable & Wireless Global since its creation in May, all designed to promote greater dynamism and empowerment. This project clearly demonstrates Cable & Wireless` own commitment to the power of IP technology that forms the core of our whole business strategy going forward."

Initially, the e-Procurement pilot will use four commodities and eight suppliers from the US and UK. Cable & Wireless intends to orchestrate a global rollout of the programme next year.

The project will draw upon the experience of Cable & Wireless Optus, Cable and Wireless plc`s Australian telecommunications operator. Cable & Wireless Optus is a Commerce One Global MarketSite Partner and implemented the Commerce One solution for its own internal procurement in March this year.

"In early trials, we demonstrated that the time taken to process a purchase order was reduced by 75%-90%. This brings us the true cost savings of e-procurement and frees up staff for other activities," said David Stokes-McKeon, Director, E-Solutions, Cable & Wireless Optus.

Cable & Wireless Optus brings specialist expertise in e-Business solution implementation, supplier adoption and deployment.

"A key component of successful e-procurement implementation is communicating the value to suppliers and helping them trade online. e-Procurement needs to be an end-to-end solution addressing the needs of buyers and suppliers," Mr Stokes-McKeon continued.

Mark Hoffman, chairman of the board and CEO of Commerce One said:
"Cable & Wireless wanted a single, industry -leading e-business marketplace solution to leverage the power of the internet in managing the entire supply chain. The Commerce One and SAPMarkets team offers that capability. We are pleased to be working with industry leaders such as Cable & Wireless to move the world`s business commerce onto the internet."

"The SAPMarkets and Commerce One solution offers Cable & Wireless substantial collaborative supply-chain capabilities that allow buyers and sellers to control inventories and business transactions across company boundaries in a single solution - we are proud to be part of the team that delivers groundbreaking functionality to Cable & Wireless," said Mayur Shah, President of SAPMarkets.

About Cable & Wireless
Cable & Wireless is a major global telecommunications business with revenue of over £9 billion (US$14 billion) in the year to 31 March 2000 and customers in 70 countries. Its operations around the world offer a full range of telecommunications services. Cable & Wireless` focus for future growth is on IP (internet protocol) and data services and solutions for business customers. It is developing advanced IP networks and value-added services in the US, Europe and the Asia-Pacific region in support of this strategy. With the capability of its global IP infrastructure and its strength in key markets, Cable & Wireless holds a unique position in terms of global coverage and services to business customers.

Cable & Wireless and the Globe Device are registered trademarks of Cable and Wireless plc.

About Cable & Wireless Optus
Cable & Wireless Optus (ASX; CWO) is Australia`s leading integrated communications company - serving around four million customers each day. The company provides a broad range of communications services including mobile, national and long distance services, local telephony, business network services, Internet and satellite services and television.

Since commencing operations in 1992, Cable & Wireless Optus has invested more than $7bn in the construction of fixed, mobile and satellite networks, including central business district and suburban local access networks. These networks provide the company with an advanced technology platform capable of delivering integrated communications, information and entertainment services.

The company is also one of the world`s largest carriers of international IP and data traffic. Cable & Wireless Optus offers a complete range of e-Solutions products and solutions including networks, hosting, professional services and e-commerce applications.

Visit www.cwo.com.au

About Commerce One & SAPMarkets
In June 2000, SAPMarkets & Commerce One announced the teaming of Commerce One`s leading e-marketplace infrastructure and B2B solutions with top-rated mySAP.com e-business applications from SAP and SAPMarkets. The joint offering combines e-procurement - with collaborative services for trading communities - dramatically reducing cycle times, improving customer relationships and increasing productivity for businesses worldwide. The Commerce One & SAPMarkets team strategy is unique in the industry, including product strategy, co-engineering, joint marketing, sales and support, and thus offers enterprises and trading communities a single source for the entire range of open business-to-business solutions and e-marketplaces. Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone], or via the Internet at www.commerceone.com SAPMarkets, based in Palo Alto, California, can be found at www.sapmarkets.com For more information on SAP visit www.sap.com

[DimStar]

Wednesday, September 13, 2000, 11:45 AM ET.

Commerce One Denies SAP Merger, Cheers Covisint OK
By Amy Rogers, CRN
Commerce One CEO Mark Hoffman said he and the CEO of SAP have not discussed a merger, despite rumors that the two companies are mulling a union.

"We`ve had a very good relationship with SAP," Hoffman said. "Their engineers and our engineers have gotten along really well, and we are making really good progress."

Furthermore, Hoffman said he is delighted with the Federal Trade Commission`s approval of Covisint, the auto parts exchange that DaimlerChrysler, Ford, General Motors, and Renault/Nissan are creating with the help of Commerce One Inc. and Oracle Corp.

"We`ve felt pretty positive about [the FTC`s review of Covisint]for a while," Hoffman said. "I think the market was more skeptical. [Covisint] has taken a lot of the arrows. They are leading the way for the other exchanges, which is good, and I think the exchange approvals will now become easier and faster."

Commerce One, Pleasanton, Calif., and Oracle, Redwood Shores, Calif., have divided the work necessary to make Covisint operational, Hoffman said, declining to provide further details.

While Commerce One awaited word from the FTC, the company`s engineers were building out GM Trade Exchange, Hoffman said.

"We made a lot of progress on it, getting suppliers, getting people trained in how to do auctions, deploying BuySite, all of that stuff," he said. "That can be moved over into Covisint."

Hoffman said he worked closely with Hasso Plattner, CEO of SAP AG, to make Commerce One`s partnership with SAPmarkets fruitful.

"I approached [Plattner] in the first quarter of 2000, but [the relationship] really began in the second quarter when Hasso called back and said, `Let`s get together and talk about this.` The deal really got started between the two of us."

Hoffman clarified plans for SAP`s and Commerce One`s joint development effort.

"MarketSite will stay as an independent product, though it will also be part of [the jointly developed product] MarketSet," he said. "[Commerce One`s] BuySite becomes essentially thedesktop edition in the purchasing [solution]. We can also sell it just as an independent unit."

Concerned about the potential for antitrust abuse in business-to-business e-commerce, the FTC has investigated the business methodologies underlying several online marketplaces. And Covisint faces another regulatory hurdle: approval from the German Bundeskartellamt, which is evaluating the organization`s business plan and proposed methodologies for buying and selling car parts.

http://www.internetwk.com/story/INW20000913S0003

[DimStar]

Die Q3-earnings kommen am 19.10. nach Börsenschluß
http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=cmrc&…

[BMW-Fan]

Hallo zusammen!

Eine freudige News! Die allseits bekannte u. "beliebte" NTV-Moderatorin Carola Ferstl ist bullisch für
Commerce One u. empfielt sie zum Kauf. Siehe neueste "Die Telebörse", Seite 41.
Jetzt seid Ihr sicher alle erfreut u. beherzigt den Rat der Frau Ferstl, die Aktie zu kaufen. Wenn sogar
die Ferstl jetzt bemerkt hat, welches Potential in B2B u. insbesonders in C 1 steckt. Da sieht man wieder,
wie schnell diese NTV-Journalisten sind.

Servus zusammen (bitte nicht wieder schimpfen, denn ich halte dies für eine sehr wichtige Nachricht zu
C1, Ha, Ha, Ha!)

[rifraf]

Hi NTV-Fans..

Vergesst Carola.. Die wahre Herrscherin ueber die Nasdaq iss Alice Segschneider von Bloomberg

meint rifraf.. und ist sich sicher !!!

[SteffenP]

Thursday September 14, 4:00 am Eastern Time
Press Release
SOURCE: Asia2B Limited
Asia2B Set to Accelerate China`s E-Business Development and Provide the Gateway to the Global Trading Web
BEIJING and HONG KONG, Sept. 14 /PRNewswire/ -- Asia2B.com Limited (``Asia2B``) today announced major initiatives to drive the development of the People`s Republic of China`s emerging B2B market and provide access to the Global Trading Web. At a simultaneous live-broadcast event in Beijing and Hong Kong, Asia2B unveiled its PRC operations; as the Global Market Partner of Commerce One Inc (Nasdaq: CMRC - news), Asia2B is now the gateway to the Global Trading Web for the PRC and Hong Kong.

Together with Commerce One, Asia2B has made significant progress in developing businesses in the PRC. Asia2B formed a strategic alliance with CEInet Data Corporation Limited and Legend Computer Systems Limited in August. Today, Asia2B also announced that two of its vertical portal partners have gone live, including China Assembly for electronic equipment and components, and Pharm2B for pharmaceutical products. They utilize Asia2B`s B2B platform and services, powered by the latest B2B technology from Commerce One, to access the global market and facilitate trade. In addition, Asia2B has announced a strategic partnership with ChinaEB.com, a subsidiary of the State Council Development Research Centre, to provide them with comprehensive B2B e-Commerce solutions.

``We have achieved significant progress since our Hong Kong launch in July,`` said Mr. Fang, CEO of Asia2B. ``In less than 2 months` time, Asia2B has established an operational B2B transaction platform in the PRC and secured several important business partner relationships in both the PRC and Hong Kong. Asia2B is building e-marketplace infrastructures with our partners for their industries. By bringing our innovative technology and solutions to the PRC, we are best positioned to assist our customers and partners to take advantage of the business-to-business e-commerce opportunities.``

Mr. Carl Falk, Executive Vice President of the Global Trading Web at Commerce One, congratulated Asia2B on its partnership with Commerce One to develop the B2B e-Commerce market in the PRC. ``We`re proud to have China as a new member of the GTW trading community. With Commerce One`s proven technology and Asia2B`s innovative e-business solutions and services, we are here to set the standard of the e-Business trading models for China and beyond.``

To also demonstrate its commitment to the community and its ability to deliver true B2B solutions, Asia2B announced the go-live for Jardine Engineering Corporation and the Asia2B.net Horizontal Marketplace. As of today, over 68,000 catalog items have been loaded onto Asia2B.net. The Bank of East Asia payment gateway is now online. In addition, Asia2B will partner with e2eSupply to provide sourcing and logistics services to major retailers around the world.

About Asia2B

Asia2B is a joint-venture formed by eight prominent enterprises in Hong Kong, Mainland China and Silicon Valley, comprising of i-Cable, SUNeVision, Jardine Matheson Group, New World China, Swire Group, WI Harper Group, Beijing Enterprises Holdings and Commerce One.

A premier provider of Collaborative Commerce Management(TM) solutions and on-line business procurement platforms in Asia, Asia2B aims to build and operate e-marketplace infrastructures for key industries in Hong Kong and China. The company is rapidly establishing itself as a leader in e-commerce solutions, as well as a premier e-business enabler in the transformation of brick-and-mortar companies onto the Web.

About Commerce One

Commerce One (Nasdaq: CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web is the world`s largest business-to-business trading community. Comprising many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organisations, suppliers and service providers worldwide. Commerce One is located in Walnut Creek, Calif., and can be reached by phone at 800-308-3838 or 925-941-5000 or via the Internet at http://www.commerceone.com .

SOURCE: Asia2B Limited


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--------------------------------------------------------------------------------
More Quotes and News: Commerce One Inc (NasdaqNM:CMRC - news)
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--------------------------------------------------------------------------------

[SteffenP]

Thursday September 14, 4:00 am Eastern Time
Press Release
SOURCE: Asia2B Limited
Asia2B Set to Accelerate China`s E-Business Development and Provide the Gateway to the Global Trading Web
BEIJING and HONG KONG, Sept. 14 /PRNewswire/ -- Asia2B.com Limited (``Asia2B``) today announced major initiatives to drive the development of the People`s Republic of China`s emerging B2B market and provide access to the Global Trading Web. At a simultaneous live-broadcast event in Beijing and Hong Kong, Asia2B unveiled its PRC operations; as the Global Market Partner of Commerce One Inc (Nasdaq: CMRC - news), Asia2B is now the gateway to the Global Trading Web for the PRC and Hong Kong.

Together with Commerce One, Asia2B has made significant progress in developing businesses in the PRC. Asia2B formed a strategic alliance with CEInet Data Corporation Limited and Legend Computer Systems Limited in August. Today, Asia2B also announced that two of its vertical portal partners have gone live, including China Assembly for electronic equipment and components, and Pharm2B for pharmaceutical products. They utilize Asia2B`s B2B platform and services, powered by the latest B2B technology from Commerce One, to access the global market and facilitate trade. In addition, Asia2B has announced a strategic partnership with ChinaEB.com, a subsidiary of the State Council Development Research Centre, to provide them with comprehensive B2B e-Commerce solutions.

``We have achieved significant progress since our Hong Kong launch in July,`` said Mr. Fang, CEO of Asia2B. ``In less than 2 months` time, Asia2B has established an operational B2B transaction platform in the PRC and secured several important business partner relationships in both the PRC and Hong Kong. Asia2B is building e-marketplace infrastructures with our partners for their industries. By bringing our innovative technology and solutions to the PRC, we are best positioned to assist our customers and partners to take advantage of the business-to-business e-commerce opportunities.``

Mr. Carl Falk, Executive Vice President of the Global Trading Web at Commerce One, congratulated Asia2B on its partnership with Commerce One to develop the B2B e-Commerce market in the PRC. ``We`re proud to have China as a new member of the GTW trading community. With Commerce One`s proven technology and Asia2B`s innovative e-business solutions and services, we are here to set the standard of the e-Business trading models for China and beyond.``

To also demonstrate its commitment to the community and its ability to deliver true B2B solutions, Asia2B announced the go-live for Jardine Engineering Corporation and the Asia2B.net Horizontal Marketplace. As of today, over 68,000 catalog items have been loaded onto Asia2B.net. The Bank of East Asia payment gateway is now online. In addition, Asia2B will partner with e2eSupply to provide sourcing and logistics services to major retailers around the world.

About Asia2B

Asia2B is a joint-venture formed by eight prominent enterprises in Hong Kong, Mainland China and Silicon Valley, comprising of i-Cable, SUNeVision, Jardine Matheson Group, New World China, Swire Group, WI Harper Group, Beijing Enterprises Holdings and Commerce One.

A premier provider of Collaborative Commerce Management(TM) solutions and on-line business procurement platforms in Asia, Asia2B aims to build and operate e-marketplace infrastructures for key industries in Hong Kong and China. The company is rapidly establishing itself as a leader in e-commerce solutions, as well as a premier e-business enabler in the transformation of brick-and-mortar companies onto the Web.

About Commerce One

Commerce One (Nasdaq: CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web is the world`s largest business-to-business trading community. Comprising many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organisations, suppliers and service providers worldwide. Commerce One is located in Walnut Creek, Calif., and can be reached by phone at 800-308-3838 or 925-941-5000 or via the Internet at http://www.commerceone.com .

SOURCE: Asia2B Limited


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More Quotes and News: Commerce One Inc (NasdaqNM:CMRC - news)
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--------------------------------------------------------------------------------

[SteffenP]

ups..., sorry, aber doppelt hält besser

[SteffenP]

Commerce One Endorses a Rival`s E-Commerce Standard
By Dyan James


COMMERCE ONE, a provider of e-commerce software announced that it was endorsing a new B2B information standard developed by rival ARIBA (ARBA), IBM (IBM) and MICROSOFT (MSFT). The standard, universal description, discovery and integration, or UDDI, is designed as a decentralized database that will help companies locate customers and suppliers using the Internet. Patterned after telephone directories, the databases will store simple contact information, specialized business information and technical information about a company`s e-commerce methods. The information will be stored at several databases on the Web that are designed to mirror one another so that they will always be up to date. This week, research on COMMERCE ONE was accessed 1,415 times

www.theinternetanalyst.com/individual/000914sections/toppicks_us.asp

[barti]

moin zusammen. hab auch noch was zusammengetragen.

zum einen aus dem ragingbull

100K BLOCKTRADE IN THE AFTERHOUR !!!

Yesterday (09/13) Nasdaq tested the bottom and i think we are expecting i bounce today..

I noticed several blocktrades at CMRC yesterday...
10.000 for 74 ??? while the stock was trading 68.
In the afterhours there was a buyer 100.000 at 67,5 !! (No reduction!?)
Also the rumor from Cable and Wireless
Exchange in ASIA
etc..
etc...
Thats why the stock is up this morning...
Every body is waiting on the good news...
Please note that the stock in Germany is 2 points higher than in on the Nasdaq!

CMRC conference on Sept. 18 in Las Vegas is sold out...!


----------------------------------------------------------------------
STRONG BUY RATING FOR CMRC FROM ZACKS

(ZACKS) ZACKS RESEARCH STORY FOR: Commerce One, Inc.
ZACKS RESEARCH STORY FOR: Commerce One, Inc.

============ [CMRC] ZACKS RESEARCH STORY FOR: Commerce One, Inc. ============
(CMRC) Commerce One, Inc. CUSIP: 200693109
Pleasanton, CA TEL: [phone] FYE: 12 ZRANK: 2
==============================================================================
9/12 Price 52 W Low 52 W High YTD % Chg 10D % Chg 12M P/E FY1 P/E
69.13 10.10 135.63 -29.64 33.90 n/a -164.6
==============================================================================

BROKER RATING CHANGES
-----------------------------------------------------------------------------
Sep. 11 -- Prudential Securities upgraded the rating for Commerce One, Inc.
to 1.0 - STRONG BUY from 1.5 - ACCUMULATE.

> ZACKS >> The Zacks average rating, is 1.5 - BUY.

All estimates and earnings are for continuing operations diluted EPS.

The information in this report has been taken from trade and statistical
sources which we deem reliable. We do not represent that it is accurate or
complete and it should not be relied upon as such. Research information taken
from this report should be verified with the brokerage firm or analyst prior
to being used in subsequent reports or news releases.
*** end of story ***
----------------------------------------------------------------------

Commerce One (CMRC) and SAP (SAP) and Cable & Wireless ???

09/14/2000
Commerce One (CMRC) and SAP (SAP) have landed another customer for their joint Internet marketplace platform. Or maybe they haven`t?

Late today, global telecommunications provider Cable & Wireless said it would build a private Net marketplace to link with eight of its U.S. and United Kingdom suppliers, trading four different commodities. The marketplace will be built as a test program and will use the technology from the recently announced Commerce One-SAP marketplace alliance. If the test works, the marketplace could be rolled out worldwide next year.


But the announcement seemed to take Commerce One executives by surprise, all of whom are gearing up for a big user conference next week in Las Vegas. Last week, Commerce One chief strategy officer Chuck Donchess crowed that the alliance had four big customers in the pipeline, but wouldn`t disclose any more information.


So, is Cable & Wireless -- a company with $14 billion in annual revenue -- one of these mysterious four customers? Commerce One executives won`t answer the question directly.


"This is one of a stream of regular announcements that we plan on making with SAP," says a Commerce One spokeswoman. "We are excited to be working with Cable & Wireless."


Huh? Is Cable & Wireless one of the four big customer wins investors and analysts have been waiting to hear about from Commerce One and SAP? Yes? Or no?


No comment, says the Commerce One spokeswoman.


Ordinarily, such silly semantic exercises wouldn`t register on anyone`s radar screen, but the competition to power large Net marketplaces, or exchanges, is intense. The Commerce One-SAP partnership is under heavy pressure to throttle chief rival IBM (IBM), Ariba (ARBA) and i2 Technologies (ITWO), which formed an alliance of their own in March. Then there`s Oracle (ORCL), which is going after exchange customers on its own.


So far, the numerical edge goes to the IBM-led alliance, with six "official" wins. Today, UpsideToday reported the troika had landed a seventh customer -- Transora, the large consumer products exchange.(See "IBM-Ariba-i2 alliance to build Transora Net marketplace")


So far, Commerce One and SAP have only officially announced two exchange customers for their joint product offering, despite Donchess` boasts. Maybe Cable & Wireless was prodded to announce its allegiance to Commerce One-SAP to even the score with its rivals a bit? Or maybe Cable & Wireless is just an existing customer gussied up to look like a new exchange win? Cable & Wireless` Australian subsidiary is already a Commerce One customer.


No comment, says the Commerce One spokeswoman.



Adam Feuerstein covers e-commerce for UpsideToday. Reach him at [e-mail]. If you would like to submit a letter to the editor regarding this story, email [e-mail].
have landed another customer for their joint Internet marketplace platform. Or maybe they haven`t?

[RolfBraun]

Das Gerücht mit Cable and Wireless scheint noch recht "frisch" zu sein.

Ist ein gute "Ersatz" für das Softbank-Gerücht, hehehe...

Der Ausstieg von Ford aus Convisint hingegen war wohl eine Luftnummer (taucht kaum noch auf).

Ich weiss nicht warum sich alle so aufregen, ob der Handel auf Convisint nun ersteinmal telefonisch (man könnte auch verschlüsselte Mails senden) oder direkt über die Plattform abgewichelt wird.

Hauptsache es werden Umsätze gemacht, an denen CMRC kräftig mitverdient.

Ich denke, die FTC hat zur Auflage gemacht, Convisint so zu gestalten, daß seitens der Akteure keine Preisabsprachen getroffen werden können (über die Plattform).
Dies zu implementieren dauert nun mal ein paar Wochen (Monate?), dürfte technisch aber kein Problem sein.
(Preisabsprachen kann es IMMER auch ohne B2B geben!!!)

Deshalb finde ich es sehr positiv, daß Convisint trotzden schon anlaufen soll und nicht ersteinmal "auf Eis" gelegt wurde.

Danke an DimStar, SteffenP und allen anderen für´s posten!!!
Klasse, weiter so, das Diskussionsniveau bei CMRC ist durchweg GUT.

-Rolf-

[SteffenP]

Commerce One Completes Acquisition of AppNet
Creates First Fully Integrated Technology and Services Company with Faster Time to Market and Broader E-Business Solutions
PLEASANTON, Calif.--(BUSINESS WIRE)--Sept. 14, 2000-226Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, today announced it has completed its acquisition of AppNet, Inc., a premier provider of end-to-end Internet professional services. AppNet`s comprehensive services capabilities, combined with those of Commerce One systems integration partners, is expected to dramatically increase Commerce One`s ability to rapidly bring e-marketplaces online. It is anticipated that the AppNet acquisition will reduce the time to liquidity for e-marketplaces, accelerate supplier adoption, and drive greater business functionality through in-depth supply chain integration.

The acquisition was structured as a tax-free, stock-for-stock exchange, and will be accounted for as a purchase transaction. Commerce One issued 0.8 shares of stock for each outstanding share of AppNet, and assumed all outstanding stock options and other rights to acquire AppNet Common Stock. Based upon the stock price at deal closing, the acquisition is valued at approximately $2 billion.

223The development and implementation of e-marketplaces and exchanges requires significant strategy, Web design and top-level project management, which are the strengths of AppNet,224 said Mark Hoffman, chairman and CEO of Commerce One. 223AppNet`s world-class Internet professional services organization, combined with the service delivery capabilities of Commerce One`s strategic partners, will enable us to rapidly meet the requirements of our customers.224

AppNet and Commerce One, via their global alliance agreement, are already collaborating on more than a dozen joint customer efforts, including the following mega exchanges: Pantellos, Exostar, Trade-Ranger, Covisint, and the recently announced Metals and Mining exchange, a joint customer who has also selected SAPMarkets.

223AppNet is very excited to now become Commerce One Global Services,224 said Ken Bajaj, president of Commerce One Global Services and former chairman and CEO of AppNet. 223We are dedicated to providing comprehensive e-business services to create the world`s most innovative e-marketplaces.224

Combined Force Strengthens Market Leadership

As of closing day, the AppNet acquisition enables Commerce One to offer the industry`s most complete e-marketplace solution, including a broad range of products and services. AppNet`s customer base is composed of approximately 80 percent business-to-business clients, with approximately 90 percent being Fortune 1000 companies and approximately 30 percent in e-marketplaces, which is highly complementary to Commerce One`s client base. The combined organization represents an increase in capabilities and market coverage, with 44 offices in 32 countries on six continents, and more than 2,900 total employees worldwide

[Marcus B]

Hallo Rolf

und heute +12% hehehe

CMRC-Jetzt gehts los

[SteffenP]

Heute wird die Post abgehen!!!

Das war ein extrem wichtiges Signal - habe selber nochmal kräftig zugelangt!!

very strong buy!!!!

[Marcus B]

Seht Ihr die 5000er Pakete bei 86-88$
Vielleicht geht es heute in die Richtung

[fatcartman]

hallo hatte auf meine Frage wie man kurs der nasdaq im vorbörslichen handel erhält diese seite geschickt bekommen
http://www.cme.com/cgi-bin/gflash.cgi
jetzt meine frage wie kann man darin den vorbörslichen kurs ablesen?
ist es der NET CHGE Wert?
dann würde die Nasdaq ja heute im minus eröffnen?
kann mir bitte jemand helfen!?!?!??
Bin noch neu

[Marcus B]

Das ist die Seite für den Nasdaq-Future
Versuch die

http://www.island.com/bookviewer/javaversion.htm

einfach CMRC eingeben
Viel Spaß

[TedBaxter]

Geh doch auf www.island.com
Dann auf Top 20 List. Dann gibst Du das Kürzel ein z.b CMRC
Wenn Du dann noch auf Java Book klickst hast Du Realtime mitUmsätzen.
Wenn Du diese Verknüpfung zu Favoriten hinzufügst, bist Du beim nächsten mal direkt bei diesem Java-fenster. Viel Spaß

[elmacho]

@fatcartman

warum so schweer wenn`s leicht auch geht ....

www.nasdaq.com

WKN eingeben

auf Extended Trading klicken ..

wuuuups ...
fettiscchhhhhh ..

elmacho

[TedBaxter]

Marcus war schneller !

[Eboerse]

Hallo Rolf Braun
An dem Gerücht mit Ford ist schon etwas dran.Jedoch nur soviel,das Ford an Orakel geht bez. der Aufteilung der Mega Exchange Covisint.
Gruß
eboerse

[Eboerse]

Hallo Zusammen
Appnet deal ist mit der kompletten Datenerfassung abgeschlossen:

Commerce One erwartet eine drastische Beschleunigung bez. Integrationen durch die Service Leistungen Appnets,um E-Märkte schneller Online zu hohlen.
Die Stärken Appnets,sin eine rasche Entwicklung und Implementierung der E-Märkte und Austäusche.
Ein strategischer Deal,also.
Appnets und Commerce One,s Daten werden komplett ineineander verschmolzen und vollständig ausgetauscht und Integriert.

Gemeinsamme Projekte sind bereits:
Pantellos,Exostar,Treade Ranger,Covisint und die mining and metalls.

Gruß
eboerse

Betrieben werden 44Büros in 32Ländern auf 6 Kontinenten und mehr als 2900 Mitarbeiter!

Das Original:
www.commerceone.de

Der Artikel:

Commerce One Completes Acquisition of AppNet

Creates First Fully Integrated Technology and Services Company with Faster Time to Market and Broader E-Business Solutions

PLEASANTON, Calif. - Sept. 14, 2000 - Commerce One, Inc. (NASDAQ: CMRC), the leader in global e-commerce solutions for business, today announced it has completed its acquisition of AppNet, Inc., a premier provider of end-to-end Internet professional services. AppNet`s comprehensive services capabilities, combined with those of Commerce One systems integration partners, is expected to dramatically increase Commerce One`s ability to rapidly bring e-marketplaces online. It is anticipated that the AppNet acquisition will reduce the time to liquidity for e-marketplaces, accelerate supplier adoption, and drive greater business functionality through in-depth supply chain integration.

The acquisition was structured as a tax-free, stock-for-stock exchange, and will be accounted for as a purchase transaction. Commerce One issued 0.8 shares of stock for each outstanding share of AppNet, and assumed all outstanding stock options and other rights to acquire AppNet Common Stock. Based upon the stock price at deal closing, the acquisition is valued at approximately $2 billion.

"The development and implementation of e-marketplaces and exchanges requires significant strategy, Web design and top-level project management, which are the strengths of AppNet," said Mark Hoffman, chairman and CEO of Commerce One. "AppNet`s world-class Internet professional services organization, combined with the service delivery capabilities of Commerce One`s strategic partners, will enable us to rapidly meet the requirements of our customers."

AppNet and Commerce One, via their global alliance agreement, are already collaborating on more than a dozen joint customer efforts, including the following mega exchanges: Pantellos, Exostar, Trade-Ranger, Covisint, and the recently announced Metals and Mining exchange, a joint customer who has also selected SAPMarkets.

"AppNet is very excited to now become Commerce One Global Services," said Ken Bajaj, president of Commerce One Global Services and former chairman and CEO of AppNet. "We are dedicated to providing comprehensive e-business services to create the world`s most innovative e-marketplaces."

Combined Force Strengthens Market Leadership
As of closing day, the AppNet acquisition enables Commerce One to offer the industry`s most complete e-marketplace solution, including a broad range of products and services. AppNet`s customer base is composed of approximately 80 percent business-to-business clients, with approximately 90 percent being Fortune 1000 companies and approximately 30 percent in e-marketplaces, which is highly complementary to Commerce One`s client base. The combined organization represents an increase in capabilities and market coverage, with 44 offices in 32 countries on six continents, and more than 2,900 total employees worldwide.

About Commerce One
Commerce One (NASDAQ: CMRC) is the leader in global e-commerce solutions for business. Through its products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web™ is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.
Forward Looking Statements
The foregoing paragraphs include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements include statements concerning Commerce One`s faster time to market and broader e-business solutions, its increased ability to rapidly bring e-marketplaces online, the reduced time to liquidity for e-marketplaces, the acceleration of supplier adoption, greater business functionality through supply chain integration and the ability to rapidly meet the requirements of customers. These statements are subject to risks and uncertainties. Actual results may differ materially from those described in such statements as a result of a number of risks, including potential difficulties or delays in integrating the two companies, reallocating resources from AppNet`s traditional business to Commerce One`s business, retaining AppNet employees and offering the solutions that customers want, as well as general customer, supplier and employee uncertainty following the acquisition. For a discussion of these and other risks that could affect Commerce One`s business, see "Risk Factors" in Commerce One`s filings with the Securities and Exchange Commission, including its quarterly report on Form 10-Q for the quarter ended June 30, 2000.

[Eboerse]

Hallo Zusammen
Ich meine selbstverständlich das der Appnet Deal seit heute abgeschlossen und über die Bühne gegangen ist.
Gruß
eboerse

[SteffenP]

B2B sector up on tech recovery
Oracle upgrade, coming user conferences also helped

By Deborah Adamson, CBS.MarketWatch.com
Last Update: 2:52 PM ET Sep 14, 2000 NewsWatch
Latest headlines

MOUNTAIN VIEW, Calif. (CBS.MW) - Business-to-business stocks got a nice boost on Thursday, thanks to a tech recovery, an Oracle upgrade and optimism before a host of company conferences.



Merrill Lynch`s B2B Internet Holdrs (BHH: news, msgs) rose by $2.63, or 5.3 percent, to $52.50. The biggest gainers were Ariba (ARBA: news, msgs), Commerce One (CMRC: news, msgs) and Pegasus Solutions (PEGS: news, msgs).

"It`s a good tech day," said Melissa Eisenstat, an analyst at CIBC World Markets. See Market Snapshot.

Business-to-business, or "B2B", companies provide transaction capabilities over the Internet to manufacturers and suppliers. The companies in the sector hold the promise of lowering the cost of doing business by allowing manufacturers to better control inventory and track their needs.

Investors are also banking on the promise that B2B will lower costs of supplies - and subsequently boosting profits - by putting more buyers and sellers together, introducing auction based transactions and creating more transparency in the supply chain.

Shares of Mountain View, Calif.-based Ariba are up $10.13, or 7 percent, to $157.13. Ariba makes procurement software that helps manufacturers, retailers and distributors use the Internet to track and manage supplies purchased.

Pleasanton, Calif.-based Commerce One shares rose $4, or 6 percent, to 71.50. The company`s software connects global buyers and suppliers of business goods over the Internet.

Pegasus Solutions, a Dallas-based provider of hotel online reservation systems, is trending up $1.44, or 8 percent, to $19.50.

Also up are PurchasePro.com (PPRO: news, msgs), by 6 percent to $64.25, Agile Software (AGIL: news, msgs), up by 5.4 percent to $74.81 and Proxicom (PXCM: news, msgs), up 4 percent to $22.13.

Eisenstat said an upgrade in Oracle (ORCL: news, msgs), a tech bellwether and major B2B player, also helped the sector. Oracle was bumped up to "strong buy" from "outperform" by Morgan Stanley Dean Witter.

The database and business applications giant will report earnings after the market closes Thursday. Analysts expect revenue growth of 15 percent to $2.3 billion and strong profits of $366 million, or 13 cents a share. See full story.

Also helping the sector is a number of upcoming user conferences, analysts said. Shares of companies holding these events usually move up before and during the conferences, as investors await and hear about new products, partnerships and customer wins.

Two big heavyweights in the sector, Ariba and Commerce One are holding conferences for clients, prospective clients and the financial community next week in Miami and Las Vegas, respectively.

Oracle`s OpenWorld is slated for the first week of October in San Francisco, followed by I2 Technologies` (ITWO: news, msgs) Planet2000 event in San Diego.

und natürlich


very strong buy

[Eboerse]

Hallo Zusammen
Bez. der Rechtschreibung scheine ich noch Probleme mit der engl.Tastatur auf Griechenland zu haben.
Sorry
eboerse

[barti]

sorry, aber ich dachte, daß das hier ein c1 thread ist. aber diese ewige disskusion über 1 oder 2 depots ??? :-(

also hier was neues

Visteon Says It Will Join Covisint Automotive Purchasing Site

Dearborn, Michigan, Sept. 14 (Bloomberg) -- Visteon Corp.,
the world`s No. 3 auto-parts maker, said it will join the Covisint
Internet purchasing site formed by General Motors Corp. and other
automakers to increase buying leverage and cut costs.

General Motors, Ford Motor Co. and DaimlerChrysler AG decided
in February to form Covisint to combine online purchases, and
automakers Renault SA, Nissan Motor Co. and Toyota Motor Corp.
later decided to join the effort. The U.S. Federal Trade
Commission approved the exchange Monday after completing a review
to ensure Covisint members couldn`t share information about their
costs or signal price changes to each other.

The FTC`s approval for Covisint, which is still awaiting
clearance from the Germany`s antitrust regulatory agency, bodes
well for similar Internet exchanges in other industries. The FTC
said it reserves the right to take antitrust action if Covisint
poses antitrust problems down the road in its actual operations.

Dearborn, Michigan-based Visteon joins other parts-makers
including Delphi Automotive Systems Corp., Johnson Controls Inc.,
Lear Corp., Federal-Mogul Corp., Magna International Corp. and
Japan`s Yazaki Corp. in participating in the exchange. Covisint
sent letters to about 40 automotive suppliers seeking
participation on the exchange`s advisory council.

The exchange has temporary headquarters in the Detroit suburb
of Southfield, Michigan, and is looking for a chief executive.
That may have a ``large effect`` on where the company will be
permanently located, said Peter Weiss, DaimlerChrysler`s co-CEO of
Covisint, in remarks Tuesday.

Visteon shares rose 25 cents to 15.88.

[SteffenP]

sorry barti aber das stand in einem anderen thread (das board ist vielfältig aber Fakten und Gerüchte bleibt sauber)

Fakt ist z.Z. 71.75$ z.Z.

vsp

[DimStar]

ich bin mir ziemlich sicher, daß CPGMarkets.com eine der neuen Exchanges sein wird. Bisher SAP-Kunde, Live-Termin Oktober.


GENEVA, Sept 14 (Reuters) - Four companies due to launch Europe`s first online consumer goods industry supplies exchange next month expect $25 billion in purchases to be channelled through their e-market annually by 2003, the venture`s chief said on Thursday.

The new pan-European supply chain venture, CPGmarket.com, headquartered in Geneva and founded by Nestle NESZn.S, Danone DANO.PA, Henkel HNKG_p.DE and SAP SAPG_p.DE, will go on line in October and mount a challenge to the rival U.S.-headquartered exchange Transora, its Chief Executive Officer Yves Barbieux told a news conference.

Transora has been aggressively pursuing business in Europe`s online business-to-business (B2B) food supply and ingredients marketplace and has already signed up 49 companies including Procter & Gamble PG.N and Unilever UNc.AS ULVR.L.

"In a couple of years` time, everybody will be purchasing on online marketplaces. Ancient methods of purchasing and purchasing departments at companies will disappear one after another," said Barbieux, who was formerly with Nestle.

The exchange would match suppliers and producers in the consumer goods market, he said.

"When an industrialist wants to buy bottles, for example, he will go to our supply chain which will show all kinds of bottles available on the market and then transmit his order electronically to the supplier," Barbieux said.

Barbieux said the European alliance`s four founding members, Swiss food giant Nestle, French food group Danone, household chemicals firm Henkel and software maker SAP, raised 30 million euros of the venture`s 100 million euro capital and were seeking European corporate investors for a private placing of shares.

He said the company, which has about 10 employees in Geneva and 65 in Frankfurt, planned an initial public offering in the next three to five years.

The Internet exchange will optimise the supply chain and help suppliers cut down their stocks by an average of 15 to 20 percent as well as reduce costs, said Barbieux.

The venture, advised by Andersen Consulting which is also expected to invest in the exchange instead of charging fees, expects to make 287 million euros in revenues in 2003, when it aims to have 15,000 suppliers and 20 producers, Barbieux said.

The exchange is projecting operating margins of 63 percent by 2003 and will start with two services in the B2B sector, eSourcing (online auctions, tenders and negotiations) and eRequisitioning (online catalogues and transactions), to be followed by logistical and information services next year.

The alliance hopes to increase the volume of online transactions from a projected 2,000 in 2001 to 16,000 in 2003 and boost its share of the volume of inter-enterprise trade on the Web to 20 billion euros by 2002 from an estimated four billion euros in 2001, said Barbieux.

((Elif Kaban, Reuters Geneva newsroom [phone] fax [phone] [e-mail]))
http://62.154.252.195/cpg/html/news/newsStory.jhtml?xmlDirec…

[AndyBusch]

noch ein interessanter Beitrag zu cpg:
http://62.154.252.195/cpg/html/news/newsStory.jhtml?xmlDirec…

LONDON, Sept 12 (Reuters) - Four of Europe`s biggest firms are planning to challenge the threat of U.S. domination of business-to-business food supply over the Internet, the Financial Times reported on Tuesday.

Food groups Nestle NEST.BO, Danone DANO.PA, household chemicals firm Henkel HNKG_p.DE and software maker SAP SAPG_p.DE have invested 30 million euros ($26.02 million) in CPGmarket.com and are approaching European corporate investors for a placing of shares in the venture, which is due to go on line next month, the paper said.

The four founder members are raising some 70 million euros for the project to try and prevent U.S. rival Transora.com dominating the world market in B2B shopping for ingredients, the FT said.

Fifty of the world`s top foodmaking firms have invested some $250 million in Transora.com, which has also opened a European division.

"There has to be a competitor to Transora.com or else it will be able to set internet standards for all European consumer companies and charge whatever it likes, the FT quoted CPGmarket.com`s Yves Barbieux as saying.

"If Europeans do not want the internet to dominated by U.S. companies, they should join the exchange," Barbieux told the paper.

Andersen Consulting, which is advising on CPGmarket.com, is expected to invest in the venture rather than charge a fee, the FT said. ((London newsroom [phone], fax [phone]))

Im cpg-Bereicht wird es m.E. auf jeden Fall mehrere große exchanges geben auch aus politischen Gründen.

grüße Andy

[RolfBraun]

Hehehe...

Die Gerüchteküche brodelt, der Markt wartet zur Zeit äußerst gespannt auf die 4 neuen Deals, die CMRC noch angekündigt hatte.

Kandidat 1 ist schon im Gespräch: Cable&Wireless,
aber wer sind die 3 Anderen.

Da dies auch ein Gerüchte-Thread ist, will ich mal ganz wild spekulieren:

Die Confernence am Montag hat unter anderem auch den Hauptsponsor
MICROSOFT.
hmm... grübel...
Da gab es doch vor ein paar Wochen schon einmal das Gerücht, MSFT will die Software von CMRC im sein neues Windows-Betriebssystem implementieren.

Wer weiß, wer weiß...

Mal sehen auf wir dazu im Web etwas finden.

Die Folgen wären jedoch einfach GENIAL, CMRC würde in wenigen Monaten DER Standard im B2B - Bereich sein.

-Rolf-

[AndyBusch]

noch ein Artikel zu CPGmarket.com von redherring dem ich voll zustimme.

Industry exchanges start food fight

http://www.redherring.com/industries/2000/0915/ind-food09150…

der letzte Ausschnitt
HOME FIELD ADVANTAGE
CPGmarket.com, based in Geneva, claims it`s not about to be squeezed out by its much larger rival, Transora. "There is room for a European marketplace in the food industry," says Stefan Burgstaller, an analyst at Schroder Salomon Smith Barney in London. In the steel business, there are still players, such as SteelScreen, that have done well concentrating on the European market even in the face of giants such as E-Steel, Mr. Burgstaller says.

While both CPGmarket.com and Transora say the market may be big enough for both of them, they are quick to point out their own advantages.

CPGmarket.com contends that as the home player in Europe, it has a natural advantage and an unmatched commitment to the region. "We have a good chance to be the leader in Europe, because we know the European companies, European countries, and European languages," says CEO Yves Barbieux. In contrast to CPGmarket.com`s European footprint, Transora plans to launch in Europe and North America next month, going live in Latin America and Asia-Pacific late in the fourth quarter.

In defense, Transora chief strategy officer Rick Herbst says, "We`re not just creating a good U.S. offering and deploying it in Europe." Still, analysts doubt that Transora will be able to become a potent competitor in the U.S. while succeeding in every region at the same time. "You cannot develop this effectively for the entire world at once," says Mr. Burgstaller. "At least, nobody has done it yet."

grüße Andy" target="_blank" rel="nofollow ugc noopener">http://www.redherring.com/industries/2000/0915/ind-food09150…

der letzte Ausschnitt
HOME FIELD ADVANTAGE
CPGmarket.com, based in Geneva, claims it`s not about to be squeezed out by its much larger rival, Transora. "There is room for a European marketplace in the food industry," says Stefan Burgstaller, an analyst at Schroder Salomon Smith Barney in London. In the steel business, there are still players, such as SteelScreen, that have done well concentrating on the European market even in the face of giants such as E-Steel, Mr. Burgstaller says.

While both CPGmarket.com and Transora say the market may be big enough for both of them, they are quick to point out their own advantages.

CPGmarket.com contends that as the home player in Europe, it has a natural advantage and an unmatched commitment to the region. "We have a good chance to be the leader in Europe, because we know the European companies, European countries, and European languages," says CEO Yves Barbieux. In contrast to CPGmarket.com`s European footprint, Transora plans to launch in Europe and North America next month, going live in Latin America and Asia-Pacific late in the fourth quarter.

In defense, Transora chief strategy officer Rick Herbst says, "We`re not just creating a good U.S. offering and deploying it in Europe." Still, analysts doubt that Transora will be able to become a potent competitor in the U.S. while succeeding in every region at the same time. "You cannot develop this effectively for the entire world at once," says Mr. Burgstaller. "At least, nobody has done it yet."

grüße Andy

[81245]

--------------------------------------------------------------------------------









15.09. 11:11
Covisint erhält Zuwachs
--------------------------------------------------------------------------------


Der B2B Handelsplatz von Ford, General Motors, DaimlerChrysler und anderer Automobilhersteller Covisint erhält Zuwachs von einem bedeutenden Zulieferer Konsumenten-bezogener Technologie für Automobilhersteller names Visteon, der im letzetn Jahr einen Umsatz von $19,4 Mrd. auswies. Visteon beabsichtigt durch die Mitgliedschaft seine E-Business Strategie zu verwirklichen und Kosten zu sparen. Die technologische Grundlage für Covisint soll u.a. Commerce One bereitstellen.

© BörseGo.de

Quelle: http://news.cnet.com/news/0-1007-200-2777308.html?tag=st.ne.…

[SteffenP]

The B2B battle
By Lisa Meyer
Redherring.com, September 15, 2000
Let the consolidation of the business-to-business (B2B) sector begin.

Ariba (Nasdaq: ARBA) and Commerce One (Nasdaq: CMRC) have taken a clear lead in a market that is still very fragmented and full of tremendous growth opportunities. With the evolution of e-business still in its beginning stages, Ariba and Commerce One are setting themselves up to reap the benefits of dominance by purchasing smaller companies.

"In many ways, it`s like splitting hairs between the gold and silver medalists when the bronze medalist is miles behind," says Bob Austrian, analyst at Banc of America Securities. "The market is consolidating into the hands of the largest few."

Through acquisitions, both Ariba and Commerce One are trying to broaden their services in order to capture more of the market, which research firm Jupiter Communications predicts will be $6 trillion by 2005. Ariba recently acquired TradingDynamics, a B2B Internet trading applications provider, and Tradex Technologies, a provider of solutions for Net markets. To enter into the B2B Web market for nuts, bolts, and fasteners, Ariba agreed to acquire SupplierMarket.com, a transaction that was completed two weeks ago. On Tuesday SupplierMarket.com formally withdrew its plans to go public.

Ariba also has partnered with IBM (NYSE: IBM) and i2 Technologies (Nasdaq: ITWO), an e-business solutions provider. Since forming in March, the IBM/Ariba/i2 alliance has won contracts with seven industry-led Net marketplaces, or online exchanges, including the Worldwide Retail Exchange, the electronic marketplace e2open.com, and specialty metals marketplace MetalSpectrum.

"Ariba`s strategy is to broaden its footprint from operating resources to more direct materials," says Mr. Austrian. "The global manufacturing industries are a huge opportunity for B2Bs. Ariba was born focusing on non-manufactured goods, and now has moved aggressively into both operating and direct materials. It has moved into business e-commerce: everything about the buying and selling of goods."

NECK AND NECK
But Commerce One is making acquisitions at an equally aggressive rate. The company recently agreed to acquire AppNet, a provider of end-to-end Internet professional services, and Mergent Systems, which specializes in enabling infomediaries and Global 3000 companies to create, operate, and manage product information systems and aggregated multivendor catalogs for e-commerce.

Commerce One also has entered into an agreement with General Motors (NYSE: GM) to create and operate the GM TradeXchange, a GM-owned Internet-based trading exchange that enables buying and selling on the Web by GM, its dealers, and its suppliers. On June 14, Commerce One made an alliance with SAP, an international developer and supplier of integrated business application software, to jointly develop and deliver an e-business marketplace solution.

Both Ariba and Commerce One obtain a majority of their revenues from licensing their underlying technologies. To bring in additional revenue, Ariba charges customers for value-added services, while Commerce One more often takes an equity stake in the exchange.

"There is a definite horse race between the two of them," says David Hilal, analyst at Friedman, Billings, Ramsey. "But this is a massive market. It is not an either/or situation. Both will be successful."

Of the two, Ariba is the faster growing company. Its revenues increased 101 percent in the second quarter from the first quarter, while Commerce One reported a 79 percent revenue jump in the second quarter. And according to First Call estimates, both companies should post their first profitable quarters next year: Ariba in September, Commerce One in December.

As a result, Ariba is trading at a higher valuation, closing Thursday with a market cap of nearly $38 billion, while Commerce One`s market cap is about $11 billion. Thus, in the acquisition war, Ariba has more ammunition. "To the extent that Ariba needs to buy anything, it is at a much stronger advantage because it has much stronger currency," points out Mark Verbeck, analyst at Epoch Partners.

MORE TO COME
Both companies need to expand horizontally and not vertically, says Mr. Verbeck. "They need to pick up more functionality in order to drive more demand," he says.

Mr. Verbeck offers two companies that would be good buys. Project Software & Development (Nasdaq: PSDI) develops, markets, and supports enterprise asset maintenance software that businesses and government agencies use to assist in maintaining facilities, plants, and production equipment. The company also has an Internet-based B2B e-commerce network and online procurement software products that help businesses to engage in electronic commerce. The second company is Facilitypro.com, which focuses on the materials within buildings.

If you`re looking to invest in companies likely to get bigger through consolidation, Commerce One is relatively cheaper, trading at about 450 times 2002 earnings estimates, whereas Ariba is trading at a multiple of 760 times 2002 estimates. Of course, these are still both incredibly expensive stocks, but right now it looks like you might get more bang out of your buck with Commerce One.

[Mr. Bucket]

LOL, Microsoft will die software von CMRC in sein neues Betriebssystem implementieren?

In welche denn? Sollen Whistler-Nutzer demnächst ihre selbstgehekelten Socken auf dem B2B marktplatz von CMRC anbieten?

Was für ein Unfug!

MfG
Ingmar

[rifraf]

und widder einer....


Commerce One Rated New `Strong Buy` at SG
Cowen
By Sybil Carlson

Princeton, New Jersey, Sept. 15 (Bloomberg Data) -- Commerce One Inc.
(CMRC US) was rated new ``strong buy`` in new coverage by analyst Pawan K
Malhotra at SG Cowen. The price target is $94.

[SteffenP]

Billig Oder Preiswert

ES GIBT KAUM ETWAS AUF DIESER WELT; DAS NICHT
IRGEND JEMAND EIN WENIG SCHLECHTER MACHEN
UND ETWAS BILLIGER VERKAUFEN KÖNNTE,
UND DIE MENSCHEN, DIE SICH NUR AM
PREIS ORIENTIEREN, WERDEN DIE
GERECHTE BEUTE SOLCHER
MACHENSCHAFTEN.

ES IST UNKLUG, ZUVIEL ZU BEZAHLEN, ABER ES IST
NOCH SCHLECHTER, ZUWENIG ZU BEZAHLEN.
WENN SIE ZUVIEL BEZAHLEN, VERLIEREN
SIE ETWAS GELD, DAS
IST ALLES.

WENN SIE DAGEGEN ZUWENIG BEZAHLEN, VERLIEREN
SIE MANCHMAL ALLES, DA DER GEKAUFTE
GEGENSTAND DIE IHM ZUGEDACHTE
AUFGABE NICHT ERFÜLLEN KANN.

DAS GESETZ DER WIRTSCHAFT
VERBIETET ES,
FÜR WENIG GELD
VIEL WERT ZU ERHALTEN.

NEHMEN SIE DAS NIEDRIGSTE ANGEBOT AN, MÜSSEN
SIE FÜR DAS RISIKO, DAS SIE EINGEHEN, ETWAS
HINZURECHNEN. UND WENN SIE DAS TUN,
DANN HABEN SIE AUCH GENUG GELD,
UM FÜR DAS
BESONDERE ZU BEZAHLEN

(John Ruskin, englischer Sozialreformer, 1819 – 1900)

[Eboerse]

Hallo Zusammen
Eine kleine Information zu den Kostenersparnissen im B2B-Handel

Einkäufer und Verkäufer proffitieren von Reverse Auctions:
Preissenkungen von 36%,wie z.B bei elektronischen Bauteilen möglich sind,kann man nicht von jeder Auktion erwarten.
Jedoch verringert der Einkäufer auch den langwierigen und zeitaufwendigen Anfrageprozess im strategischen Einkauf.
Er investiert bis zu 60% weniger Zeit,von der Anfrageversendung über die Lieferantenrecherche,bis hin zur finalen Preis-und Konditionsverhandlung,die er gänzlich oder teilweise in das Web verlagert.
Wertvolle Zeit,dei er in anderen Breichen gewinnbringend einsetzten kann.
Die Opportunitätskostengewinne können beträchtlich sein.
(es wird also nicht nur an den Gütern in der Auktion gespart,es gibt eine Menge Kosteneinsparungen die den kompletten Beschaffungsprozess betreffen Vom Gut bis hin zum Personal)
Aber auch die Leiferanten proffitieren von der neuen Vorgehensweise und senken ihre Kosten.
Die Verkäufer haben online Zugang zu klar spezifischen Bedarfen,was den Reise und Zeitaufwand für Aquisition und Vorstellungstermine erheblich reduziert und Grundlage für eine effiziente Angebotserstellung ist.
Zu dem erhalten die Lieferanten Zugang zu neuen Absatzmärkten.
Die Preistransparenz in der Auktion hat noch einen wichtigen effekt:
Unterlegene Lieferanten erhalten auf einer neutralen Handelsplattform ein unmittelbares und integeres Feed Back(Benchmark).hinsichtlich ihrer momentanen Wettbewerbsfähigkeit.
Nutzt der lieferant diese Information als strategischen Indikator,können Korrekturen rechtzeitig eingeleitet werden.
Sowohl die einkaufenden als auch die verkaufenden Unternehmen können also durch den Einsatz von e-Sourching Strategien ihre Kosten senken.Eine wichtige Voraussetzung dafür,das die bisher in Auktionen erziehlten erfolge keine einmal Ereignisse bleiben,sondern die in den Unternehmen erzielten Kostensenkungs effekte in Form von Preissenkungen an den Markt weitergegeben werden können.

Im Rahmen einer e-Sourching Strategie haben B2B Unternehmen die Möglichkeit,Beschaffungskosten für Unternehmen um bis zu 36% je nach Branche zu senken.
Produktkatalogsysteme senken dabei die Prozesskosten im Operativen Bereich,C-Artikel.
Hier sei der Berühmte Bleistifft genannt.
reverse-Auctions senken die die strategischen Beschaffungskosten für hochwertige A und B-Materialien.
Gehandelt werden können dabei z,B industrielle Rohstoffe(Chemie,Stahl,Kunststoffe,mechanische und elektronische Bauteile und Komponenten(erinnere da an Generall Elektrik),als auch indirekte Bedarfe der Unternehmen (Kartonagen,Druckerzeugnisse,Telekomunikation,Strom,Transporte und Gebäudereinigung können ausgeschrieben und versteigert werden.
Das ist wichtig:
Bedingung für die Eignung der Warengruppen ist deren speziefizierbarkeit;außerdem muß zwischen den Lieferanten ein harter Wettbewerb bestehen.
Die Vorteile für die Einkaufenden Unternehmen liegen auf der Hand.
Durch die Einbeziehung neuer lieferanten und das transparente Bieterverfahren erhöht sich deutlich die Markttransparenz,was im laufe der Auktion in der Regel zu einer Senkung der Einkaufspreise führt.

So,jetzt muß ich noch einmal anmerken,das der Deutsche Infoweek Artikel ausgesprochener Unfug ist.Ich habe da noch einen Artikel hier im Board bez. Covisint gelesen.
Leute,das ist die Zukunft und da geht es auch mit Covisint und allen anderen Marktplätzen hin.
Bei aller Liebe,der B2B-Bereich wird keinen Industriezweig mehr ausschließen.Als ob da nur Bleistifte gehandelt würden.
Dies dürfte auch generell den Sinn und Zweck des B2B Handels über Portalen ob horizontal(Gewichtige mit großem Volumen),oder vertikalen (die sind eher Themen und nicht Branchenspezifisch)orientiert darstellen.
Das nicht alles von Heute auf Morgen umsetzbar ist,ist klar.
Aber das kann man nicht mehr aufhalten,ich denke das die wirtschaftlichen Gründe auch eines Landes viel zu stark sind und kein Interesse daran besteht,so etwas zu verhindern.
Dem B2B gehört die Zukunft.
Grüße euch
eboerse

[DimStar]

feine gedanken, eBoerse

damit wir nur zukünftig eine sprache sprechen: horizontale Portale definiere ich als Generallösung, z.b. DCI oder der künftige Marktplatz der Deutschen Telekom oder der der Citibank, in denen Geschäfte zum Abschluß kommen werden, an denen theoretisch jedes Unternehmen interessiert sein könnte, vertikale hingegen als branchenspezifisch, z.b. Covisint, die Klemptnersite von VerticalNet "WaterOnline.com" oder Neoforma im health care - bereich. Beide Konzepte sind hochinteressant, ich könnte dazu Seiten schreiben, aber dazu haben wir diesen Thread nicht eröffnet.

P. Mason hat sein Modell für C1 nach dem Appnet-Closing überarbeitet.
http://www.eoffering.com/analyst/patrick_mason/pdf/pm_091520…

[AndyBusch]

@DimStar: ich "befürchte" P. Mason wird seine Zahlen noch das ein oder andere Mal nach oben anpassen müssen, wie die letzten Quartale auch.

Anbei ein interessanter Artikel von theStreet, der sich mit der Notwendigkeit von Partnerschaften auseinandersetzt.
http://www.thestreet.com/_yahoo/tech/internet/1082664.html

Das resumee:
---------------------------------------------------------------------
If He Jumps off a Bridge ...
There`s peer pressure, too.

"It kind of feeds on itself," says Ekoniak, the Piper analyst. "Once a few players start establishing partnerships, everyone else scrambles to go out and get their partners, too."

He expects a lot more relationships among software companies and consultants going forward. But he also wonders whether all these multiple partners will start fooling around on each other.

"I`d be curious to see how many of these partnerships are exclusive," Ekoniak said. "I would assume very few of them will be."

In other words, look for more partnerships to come in B2B. Just don`t expect them to be one-on-one.
---------------------------------------------------------------------

Auch der Rest ist ganz nett zu lesen.

grüße Andy

[DimStar]

das glaube ich auch. besonders die 32 Mio $ - Schätzung als wiederkehrende Service-Revenues für Q4 01 halte ich schon aus heutiger Sicht für zu tief. aber so sind die US-Analysten nunmal und deshalb existieren Flüster-Schätzungen.

dieser artikel überrascht mich etwas. ich bin schon davon ausgegangen, daß Tradex bzw. Commerce Bid bei Ariba und C1 auch in den Produkten integriert worden wäre.

http://www.internetwk.com/story/INW20000915S0003

Friday, September 15, 2000, 8:51 AM ET.

Exchanges Learn To Negotiate
By DAVID DRUCKER

A major limitation of Ariba and Commerce One e-marketplace platforms has been the static product and pricing information on which transactions are based.

Online buyers and sellers, consequently, have been largely unable to factor in the variables that are typical of most offline B2B transactions, such as availability of goods, variations in product quality, shipping, packaging and other logistics details.

Ariba and Commerce One, the top two players in e-marketplace software, are moving to fill in those gaps. Both vendors announced new versions of their online auction software that let sellers (or buyers in a reverse auction) present variable information or requirements for goods that can be negotiated by the parties to a transaction along with price.

Ariba`s Dynamic Trade 2.0 and Commerce One`s Auction Services 4.0 will let online buyers and suppliers negotiate many of the important transaction details, including delivery dates and payment methods, that have often led them to step offline and resort to phone calls.

Ariba`s Dynamic Trade 2.0 is available now; Commerce One`s Auction Services 4.0 will be available the first week of October.

The two vendors` primary products--Ariba Marketplace and Commerce One MarketSite--allow users to access some product specifications and availability information, but still do not let exchange participants adjust prices. The auction products are in some cases used in concert with the larger software packages, while in other cases they`re used independently.

With their new offerings, Ariba and Commerce One are striving to catch up with functionality already available in specialized auction and negotiation software from vendors such as Hologix, Moai and OpenSite (which was acquired by Siebel Systems in May). Those applications tend to be used by smaller, independent exchanges. Ariba and Commerce One typically serve large consortia and exchanges led by Fortune 500 companies.

Many independent exchanges are actually executing transactions today, while most exchanges using Ariba and Commerce One are still in development, said Yankee Group analyst Lisa Williams. Independent sites usually build their own infrastructure with a database and application server, often adding an auction tool or separate catalog software from vendors such as Cardonet, POET Software or Requisite Technology, Williams said.

“The untold secret is that not many marketplaces actually use Ariba or Commerce One,” she said. “Most marketplaces use very little packaged software.”

Some Commerce One customers are conducting online transactions using Auction Services while their main exchange sites are under construction, said Liron Petrushka, Commerce One`s vice president for Auction Services.

Content Management
Ariba is adding some content management capabilities to its main platform that will lend more granularity to the product details that buyers can access, the vendor said.

Ariba`s Marketplace 7.2, also announced this week, includes a search function called the attribute catalog that lets buyers find goods by entering specific features in the search engine.

Marketplace 7.2 will be available later this month. The attribute catalog is not available in the hosted edition of Marketplace, called Marketplace Network Edition, but will be added in the future, Ariba said.

[superbuschi]

CMRC- jetzt noch auf den Zug aufspringen!

CMRC- strong Buy!!!

[SteffenP]

Forecast Earnings Growth


(Hier sollte jetzt eine Graphik erscheinen, aber das klappt nicht)


Over the next five years, the analysts that follow this company are expecting it to grow earnings at an average annual rate of 52.5%.

Quelle:
http://earnings.nasdaq-amex.com/earnings/earnings_growth.asp…

[Forsyth]

hi dimstar und andy,

war es nicht so, daß p.mason von e-offering seine schätzungen ohne mögliche transaktionsgebühren abgibt???
zumindest war es bei seiner letzten großen analyse so. da stand dann konkret, daß die quartalsschätzungen mit mögliche transaaktionegebühren nicht berücksichtigt worden.
daß es gerade mal ein umsatz von 83 mio.$ geben soll, halte ich für wenig, da es im vorquartal ja schon 62,7 mio $ umsatz gab. wäre nur eine umsatzsteigerung von ca 30 %.
wenn es so kommen sollte, glaube ich, daß dies eine kleinere katastrophe wäre.

gruß Forsyth-auf einmal bin ich reich

[Eboerse]

Hallo Steffen B
Stelle die URL der Grafik zwischen .........(IMG).......(/IMG)
Du mußt nur die ( ) Klammern durch eckige [ ] ersetzten.
Kannst es ja schon in der Vorschau erkennen ob sich die Graphik aufbaut.
Gruß
eboerse

[SteffenP]

@ eboerse: Danke.

hier die fehlende Graphik:


aktueller Nachtrag:eHITEX Selects Commerce One to Power E-Marketplace Pilot
E-Marketplace for Leading High Tech Companies Live and Conducting Auctions in 30 Days
LAS VEGAS--(BUSINESS WIRE)--Sept. 18, 2000--At the eLink 2000 conference in Las Vegas today, Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, today announced that it is powering the pilot of eHITEX, an e-marketplace for the high tech industry. The marketplace will improve supply chain efficiency and procurement among its founding members, their buyers and suppliers. eHITEX founding members include without limitation Agilent, AMD, Canon, Compaq, Gateway, Hitachi, Hewlett-Packard, NEC, Quantum, Samsung, SCI Systems, Solectron, Synnex, Tatung, and Western Digital. The collective annual procurement spending of the eHITEX partners exceeds $300 billion.

``We`re extremely impressed with Commerce One`s platform and the speed of implementation,`` said Wendy Caswell, interim co-CEO of eHITEX. ``In only 30 days, Commerce One was able to implement and host the eHITEX e-marketplace and enable live auctions.``

eHITEX is using Commerce One Auction Services to run auctions on demand, enabling members to obtain and sell critical components and finished goods. It is estimated that by December 2000, members will be conducting 500 or more auctions per month with more than 350 bidders that have already joined the eHITEX auction program.

``We believe eHITEX represents the premier players in the technology industry,`` said Chuck Donchess, executive vice president and chief strategy officer for Commerce One. ``We`re looking forward to helping eHITEX members realize unprecedented value and adding this major new e-marketplace to the Commerce One customer roster.``

About eHITEX

eHITEX is an independent exchange built to serve the needs of the high tech supply chain community. Its founding members are among the world`s largest high-tech companies representing over $300 billion in combined revenue. The founders include Agilent Technologies (NYSE:A - news), AMD (NYSE:AMD - news), Canon (Nasdaq:CANNY - news), Compaq (NYSE:CPQ - news), Gateway (NYSE:GTW - news), Hitachi (NYSE:HIT - news), Hewlett-Packard (NYSE:HWP - news), NEC (Nasdaq:NIPNY - news), Quantum (HDD), Samsung Electronics, SCI Systems (NYSE:SCI - news), Solectron (SLR), Synnex, Tatung and Western Digital (WDC).

About Commerce One

Commerce One (Nasdaq:CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, any time, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers and service providers worldwide. Commerce One is located in Pleasanton, Calif., and can be reached by phone at 800/308-3838 or 925/520-6000 or via the Internet at www.commerceone.com.

[SteffenP]

Related Quotes

CMRC
70
+0

delayed 20 mins - disclaimer


Monday September 18, 9:29 am Eastern Time
Press Release
Commerce One Affiliate Program to Syndicate Business Services for E-Marketplaces
Signs 40 Business Service Providers
Powered by the Commerce One Business Services Framework, a Standard Feature of the Company`s E-Marketplace Solutions, Including MarketSet(TM) from SAPMarkets & Commerce One
LAS VEGAS--(BUSINESS WIRE)--Sept. 18, 2000-- At eLink 2000, Commerce One (Nasdaq:CMRC - news) broke new ground for business-to-business (B2B) e-commerce, launching the Commerce One Affiliate Program to syndicate business services for e-marketplaces.

More than 40 business services providers have signed on to participate in the Affiliate Program. Their services are now available directly to buyers and suppliers on the next generation of Commerce One.net(TM) (formerly named MarketSite.net) and through syndication to other e-marketplaces. Commerce One.net is located at www.commerceone.net.

It is expected that business service syndication will make it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-commerce without the lengthy process of identifying, negotiating and partnering with business service providers.

Commerce One® has established new relationships with leading procurement, auction, planning, financial and business analysis service providers and is syndicating these services through Commerce One.net, providing customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of the type of platform used by the trading partners.

The new program takes advantage the Commerce One Business Services Framework, a core technology component of the company`s e-marketplace solutions, including the recently announced MarketSet from SAPMarkets & Commerce One. As part of the two companies` strategic alliance, SAPMarkets will bring additional new members to the Commerce One Affiliate Program.

``Through the Commerce One Affiliate Program, we are delivering on our joint vision of providing syndicated business services for e-marketplaces. Our joint e-marketplace customers will be able to leverage premium business services, without having to spend time and money on research and deal negotiation,`` said Mayur Shah, president of SAPMarkets, Inc. ``In the coming months, SAPMarkets and Commerce One will continue to work together to extend both our e-marketplace leadership and our common base of e-service providers.``

Leading business services offerings syndicated through the Commerce One Affiliate Program include:

Celarix -- providing a single, centralized, Web-based solution that enables customers to connect with their supply chain partners through the latest messaging technologies to manage logistics activities, analyze logistics network performance, and procure and sell transportation.

eCredit -- a leading provider of credit, financing and receivables management solutions for business-to-business and business-to-consumer commerce.

FindMRO.com -- a Grainger company, the comprehensive sourcing service for maintenance, repair, and operating (MRO) supplies.

Open Ratings -- offering buyers trusted, third-party information about suppliers, providing the confidence they need to complete business transactions.

WebEx -- the leader in communications infrastructure for Web Meetings.

YellowBrix -- a leading provider of customized content, e-commerce and personalization services.

Next Generation Commerce One.net Is Both E-Marketplace and E-Commerce Hub

As a leading, e-marketplace connected to the Global Trading Web, a worldwide B2B trading community across 54 countries on 6 continents, Commerce One.net has access to more than 6,900 buying organizations, thousands of suppliers and more than 72 e-marketplaces. As an e-commerce hub, Commerce One.net will provide syndicated offerings such as business and transaction services to the worldwide e-commerce community.

``To be a leader in global B2B e-commerce requires more than simply selling technology, we believe it means taking steps to ensure customer success,`` said Chuck Donchess, chief strategy officer and executive vice president, Commerce One. ``Through this business services program, we plan to take e-marketplaces to the next level, creating a comprehensive online environment for all B2B commerce activities.``

-0-


Additional members of the Commerce One Affiliate Program:
Procurement Services
3PLex.com
CarrierPoint
clicklogistics
digiGroups
eMedius
G-log
Logistics.com
Questions.com
ShipLogix
Vastera
Websentric

Auction Services
DoveBid
GoToAuctions.com

Sourcing Services
Blockbuy
Emptoris
Eventra
Perfect.com
Xelus
Xporta

Financial Services
Aceva
BottomLine Technologies
Primestreet
TAXWARE
TradeCard

Business Analysis Services
Compaq
ImageX.com
Intraware
Optum
USInteractive

Customer Relations Services
Cyberlen
Entrada
Impresse
E.piphany

Human Resource Services
IQ for Hire
Mindcrossing
SkillsVillage


For more details on Commerce One Affiliate Program participants, go to http://msnet-qa-msb:90/affiliates/affiliates.new.asp.

[powerchip]

Hallo zusammen, kleine Info aus Yahoo von heute. Find ich deshalb wichtig, weil das Potential zu erahnen ist:

Die Commerce One Inc., der Hersteller von Internetsoftware, und die Cap Gemini S.A. werden ihre Zusammenarbeit vertiefen. Die Tochtergesellschaft Cap Gemini Ernst & Young wird die Zahl der für Commerce One arbeitenden Berater von momentan 100 auf mehr als 1000 erhöhen. Zudem wurde eine mehrjährige Marketingkooperation beschlossen. Finanzielle Details wurden nicht bekannt.
Die engere Zusammenarbeit soll dazu beitragen, die steigende Nachfrage nach e-commerce-Marktplätzen zu befriedigen. Zu den Kunden von Commerce One zählen unter anderem General Motors, Boeing und Citigroup.

[Azerim]

18.09.2000
Commerce One Kursziel 105 USD
Aktienservice Research


Mit einem Kursziel von 105 US Dollar empfehlen derzeit die Analysten von Aktienservice Research die Aktien von Commerce One (WKN 924107).

Commerce One, neben Ariba der führende Anbieter von B2B-Softwarelösungen, habe letzte Woche ein Content-Network gegründet, in dessen Rahmen man spezielle Inhalte an angeschlossene und auf der Commerce One-Technologie basierende B2B-Marktplätze liefere. Mit Hilfe von Commerce On´s Handelsplattform Global Trade Web könnten Content-Produzenten und Datenanbieter ihre diversen Inhalte vermarkten.

Das Content-Network basiere auf der unternehmenseigenen Content Refinery Technologie, eine auf verschiedenen Applikationen basierende Softwarelösung zur Erstellung von Warenkatalogen. Die Processing Partner (angeschlossene, zertifizierte Partner) würden dabei die entsprechenden Inhalte liefern.

Commerce One habe hierbei unter anderem gemeinschaftlich mit PricewaterhouseCoopers ein Trainingsprogramm initiiert, um Partner zu schulen, zu zertifizieren und durch Standardisierung der Inhalte die Vermarktungsmöglichkeiten zu verbessern.

Ferner habe Commerce One mehrere Kooperationen mit Content Providern geschlossen, um die standardisierten Content-Bibliotheken an B2B-Marktplätze zu vermarkten. Hierzu würden bspw. eCatalog mit über 3 Millionen Produkten oder CNET zählen. Den operativen Start des Angebots, die Verfügbarkeit der erforderlichen Softwarelösungen, sowie weitere Verträge und die Gewinnung von weiteren Kooperationspartnern plane man im 4. Quartal.

Gegenüber Ariba, welche von Service & Support abgesehen einmalige Lizenzeinnahmen durch die verkaufte Software erzielen würde, würde Commerce One an jeder durchgeführten Transaktion der Kunden und angeschlossenen Unternehmen verdienen, welche die Software nutzen würden.

Neben der günstigeren Bewertung sehe Aktienservice Research in Commerce One aus langfristiger Sicht den aussichtsreichsten Anbieter, obwohl Ariba frühzeitiger attraktive Gewinne erwirtschaften werde. In spätestens 2-3 Jahren rechne Aktienservice Research jedoch damit, dass sich diese Entwicklung zugunsten von Commerce One umkehre.

So sei der Grund der gegenüber Commerce One doppelt so hohen Bewertung der Ariba-Aktie vorrangig auf die Marktführerschaft Ariba´s zu reduzieren. Der gegenüber Ariba um 15% geringere Umsatz von Commerce One rechtfertige jedoch kaum einen Abschlag von 100% bei der Marktkapitalisierung in Relation zum Umsatz. Aktienservice Research erwarte daher in nächster Zeit eine Verringerung der Bewertungsdifferenz, was für Commerce One deutliche Kursaufschläge impliziere. Das 12 Monatskursziel betrage 105 US Dollar.



18.09.2000
Commerce One "Strong Buy"
E*Offering


Commerce One (WKN 924107), das gestern auch ankündigte, daß sie künftig im E-Commercebereich bei der Erstellung einer komplexen 1-Schritt Beschaffungslösung enger mit SAP zusammenarbeiten wollen, wird von E*Offering, der Investment Bank von E*Trade, als Strong Buy eingestuft.

Commerce One habe den Abschluß ihrer Übernahme von AppNet bekannt gegeben. Dadurch würden die Ergebnisschätzungen für das 3.Quartal unter Berücksichtigung des kombinierten Unternehmens CMRC/AppNet wie folgt verbessert: die Einkünfte würden von 78 Mio.$ auf 85 Mio.$ steigen, der Verlust/Aktie von 0,11$ auf 0,08$ sinken. Die Schätzung der Einkünfte und des Verlustes/Aktie für das Gesamtjahr 2000 seinen dadurch von 265,7 Mio.$ und -0,41$ auf 327,7 Mio.$ und -0,35$ zu korrigieren.

E*Offering habe bereits nach der ersten Ankündigung der Übernahme von AppNet betont, daß diese Commerce One seinen Zielen im B2B Bereich einen wichtigen Schritt näher gebracht habe: ihre Service Organisation sei wesentlich gestärkt worden, die Gewinnschwelle würde um 1 Quartal früher erreicht und eine große Anzahl neuer Kunden sei zu erwarten.

Gleichzeitig würden die über das globale Handels Web GTW abgewickelten Geschäfte weiterhin explodieren, wodurch die Netzwerkeeinkünfte von Commerce One steil anstiegen und im 4. Quartal bereits 15% nach 11% der gesamten Einkünfte ausmachen würden. Hierdurch könne es durchaus zu einer Ergebnisverbesserung gegenüber den bisherigen Schätzungen kommen, so die Analysten weiter.


Quelle:www.aktiencheck.de

[Azerim]

@dimstar, DANKE für den Tip :-)

Commerce One Affiliate Program to Syndicate Business Services for E-Marketplaces; Signs 40 Business Service Providers
LAS VEGAS--(BUSINESS WIRE)--Sept. 18, 2000--


Powered by the Commerce One Business Services Framework, a Standard Feature of the Company`s E-Marketplace Solutions, Including MarketSet(TM) from SAPMarkets & Commerce One

At eLink 2000, Commerce One (Nasdaq:CMRC) broke new ground for business-to-business (B2B) e-commerce, launching the Commerce One Affiliate Program to syndicate business services for e-marketplaces.

More than 40 business services providers have signed on to participate in the Affiliate Program. Their services are now available directly to buyers and suppliers on the next generation of Commerce One.net(TM) (formerly named MarketSite.net) and through syndication to other e-marketplaces. Commerce One.net is located at www.commerceone.net.

It is expected that business service syndication will make it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-commerce without the lengthy process of identifying, negotiating and partnering with business service providers.

Commerce One(R) has established new relationships with leading procurement, auction, planning, financial and business analysis service providers and is syndicating these services through Commerce One.net, providing customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of the type of platform used by the trading partners.

The new program takes advantage the Commerce One Business Services Framework, a core technology component of the company`s e-marketplace solutions, including the recently announced MarketSet from SAPMarkets & Commerce One. As part of the two companies` strategic alliance, SAPMarkets will bring additional new members to the Commerce One Affiliate Program.

"Through the Commerce One Affiliate Program, we are delivering on our joint vision of providing syndicated business services for e-marketplaces. Our joint e-marketplace customers will be able to leverage premium business services, without having to spend time and money on research and deal negotiation," said Mayur Shah, president of SAPMarkets, Inc. "In the coming months, SAPMarkets and Commerce One will continue to work together to extend both our e-marketplace leadership and our common base of e-service providers."

Leading business services offerings syndicated through the Commerce One Affiliate Program include:

Celarix -- providing a single, centralized, Web-based solution that enables customers to connect with their supply chain partners through the latest messaging technologies to manage logistics activities, analyze logistics network performance, and procure and sell transportation.

eCredit -- a leading provider of credit, financing and receivables management solutions for business-to-business and business-to-consumer commerce.

FindMRO.com -- a Grainger company, the comprehensive sourcing service for maintenance, repair, and operating (MRO) supplies.

Open Ratings -- offering buyers trusted, third-party information about suppliers, providing the confidence they need to complete business transactions.

WebEx -- the leader in communications infrastructure for Web Meetings.

YellowBrix -- a leading provider of customized content, e-commerce and personalization services.

Next Generation Commerce One.net Is Both E-Marketplace and E-Commerce Hub

As a leading, e-marketplace connected to the Global Trading Web, a worldwide B2B trading community across 54 countries on 6 continents, Commerce One.net has access to more than 6,900 buying organizations, thousands of suppliers and more than 72 e-marketplaces. As an e-commerce hub, Commerce One.net will provide syndicated offerings such as business and transaction services to the worldwide e-commerce community.

"To be a leader in global B2B e-commerce requires more than simply selling technology, we believe it means taking steps to ensure customer success," said Chuck Donchess, chief strategy officer and executive vice president, Commerce One. "Through this business services program, we plan to take e-marketplaces to the next level, creating a comprehensive online environment for all B2B commerce activities."


Additional members of the Commerce One Affiliate Program:
Procurement Services
3PLex.com
CarrierPoint
clicklogistics
digiGroups
eMedius
G-log
Logistics.com
Questions.com
ShipLogix
Vastera
Websentric

Auction Services
DoveBid
GoToAuctions.com

Sourcing Services
Blockbuy
Emptoris
Eventra
Perfect.com
Xelus
Xporta

Financial Services
Aceva
BottomLine Technologies
Primestreet
TAXWARE
TradeCard

Business Analysis Services
Compaq
ImageX.com
Intraware
Optum
USInteractive

Customer Relations Services
Cyberlen
Entrada
Impresse
E.piphany

Human Resource Services
IQ for Hire
Mindcrossing
SkillsVillage


For more details on Commerce One Affiliate Program participants, go to http://msnet-qa-msb:90/affiliates/affiliates.new.asp.


Quelle:www.nasdaq.com

[Azerim]

uuups, das war ja schon geposted... sorry.

[Volli&Bolli]

Halte seit ca. 6 Monaten COMMERCE ONE (also relativ kurz). Wann sind denn die ersten Auswirkungen der B2B-Konferenz zu erwarten? Ist der gegenwaertige "Rueckschlag" bei CMRC (68$) schon relevant?

Volli

[AndyBusch]

hi Forsyth

zu deiner Frage:
war es nicht so, daß p.mason von e-offering seine schätzungen ohne mögliche transaktionsgebühren abgibt???
zumindest war es bei seiner letzten großen analyse so. da stand dann konkret, daß die quartalsschätzungen mit mögliche transaaktionegebühren nicht berücksichtigt worden.
daß es gerade mal ein umsatz von 83 mio.$ geben soll, halte ich für wenig, da es im vorquartal ja schon 62,7 mio $ umsatz gab. wäre nur eine umsatzsteigerung von ca 30 %.

M. Hoffman hat einmal vor einigen Wochen von einem Umsatz ín FY00 von 250 Mill $ gesprochen.
Wenn man nachrechnet würden die 83 Mill $ plausibel klingen, wären sogar über Plan.
Mein Eindruck ist, dass zumindest das nächste Quartal "schwierig" werden könnte, da auf den exchanges noch keine großen Umsätze getätigt werden. Den richtigen Push wird es erst nächstes Jahr geben.
Die Zeit ist unser Freund.

Und vergessen wir nicht APNT. Dann können wir noch gut 50 Mill $ hinzuaddieren. Wären also 130 Mill $.
Ich weiß aber nicht, wie das der Markt sehen wird und inwieweit er die zukünftigen Einnahmen in den Kursen eskompiert.

Auf jeden Fall wird ARBA ein bombastisches Ergebnis vorlegen und hat durch die eher konservative Bilanzierung Spielraum.

Wenn ich mir die Meldung mit eHitex anschaue, dann gelange ich immer mehr zu der Auffassung, dass es pro Sektor mehr als eine Mega-exchange geben wird. Wäre auch aus Wettbewerbsgründen von Vorteil und letztlich auch für uns als Konsumenten.

grüße Andy

[SteffenP]

Monday September 18, 12:39 pm Eastern Time
Press Release
ADVISORY/Commerce One, the B2B Industry Leader, to Make Significant Announcements at eLink 2000 Las Vegas via Live Teleconference
(BUSINESS WIRE)--
-0-


What: Live Commerce One press teleconference to discuss eLink
2000 Las Vegas Conference announcements. Q&A session will
follow.

When: Monday, September 18, 2000
11:30 a.m. PT to 12:30 p.m. PT

Who: Chuck Donchess,
Executive Vice President and Chief Strategy Officer,
Commerce One

How: Live Teleconference:
-- U.S. media and analysts can call toll free 877/915-0198
-- Passcode: Press Conference
-- Conference Leader: Katie O`Connell

If you are unable to participate in the teleconference but would
like to hear the news, there will be a taped replay of the press
conference that you can call until September 22:
-- Within the United States: 800/677-5886
-- Outside the United States: 402/998-1184


--------------------------------------------------------------------------------

[Eboerse]

Hallo Andy Bush
EHitex ist eine Technologie Plattform.
Soweit wie ich den Artikel übersetzt habe wird EHitex jetzt die Plattform von Commerce One versuchsweise testen.
Eine klare Partnerschaft kann ich in dem Artikel nicht erkennen.
Was es mit E2Open und Ariba/IBM/I2 auf sich hat,habe ich noch nicht verstanden.
Aber an dem Beispiel Covisint verhält es sich so,das es darauf hinaus läuft,das alle Händler der KFZ Branche inc. Zulieferer Zugriff auf Covisint haben,egal welchen Technologie Partner sie haben.
Da ist doch praktisch wie eine Exchange für einen Sektor.
Weil alle aus dieser Branche miteinander verbunden sind,und nur in dieser Branche.
Die Komplikation sehe ich nur bei einer Branche auf einer Exchange bez. der Abrechnung der Transaktionsgebühr.
Wie will man da noch festhalten wer welchen Teil bekommt.
So wie es allerdings geplant ist,kann ich es schon nachvollziehen.
Auf der Exchange wo der regste Handel getrieben wird fällt der größte Umsatz an.
Und die Transaktionssummen der einzelnen Exchanges werden den jeweiligen Portal-Betreibern prozentuall und Anteilsmäßig zugeführt.
Gruß
eboerse

[SteffenP]

Click Here!
Related Quotes

CMRC
66 1/2
-3 11/16

delayed 20 mins - disclaimer


Monday September 18, 1:45 pm Eastern Time
Commerce One wins computer parts exchange contract
NEW YORK, Sept 18 (Reuters) - Commerce One Inc. (NasdaqNM:CMRC - news) on Monday said it won a coveted deal to build an online purchasing marketplace that links computer parts makers globally, the latest in a string of high-profile contract wins for it.

Mark Hoffman, Commerce One`s chairman and chief executive, said in a phone interview that his company had begun operating a pilot version of the new eHITEX computer marketplace that links buyers and sellers of $300 billion in goods annually.

The contract puts Commerce One in the driver`s seat for one of the world`s two leading marketplaces for high-tech goods and follows a series of contract wins during the recent quarter that has nearly doubled the number of the world`s biggest companies operating in Commerce One-engineered marketplaces.

No financial terms for the eHITEX deal were disclosed. The exchange, which is already in operation, remains a pilot project. The agreement with eHITEX partners must still be finalised, Hoffman said.

The news did little to help Commerce One stock, shares of which slid $3-3/4 to $66-7/16, a fall of more than 5 percent on the Nasdaq stock market on Monday, amid a stiff sell-off in business software stocks and other leadin high-tech names.

[Eboerse]

Hallo Zusammen
Eine News unter Reuters Kürzel,sehe ich natürlich anders.
Da wird der Zuschlag EHitex an Commerce One gemeldet.
Ehrlich gesagt kannte ich EHitex vor 5Std. noch gar nicht.
Aber bei einer 300 Milliarden USD Exchange kann man wohl von einer Mega Exchange reden.
Laut Reuters liest sich das ganze schon etwas anders.
Also nicht versuchsweise testen,sondern versuchsweise den Handel aufnehmen.
Das ist natürlich ein gewaltiger Unterschied.
Eine gute News.
Gruß
eboerse

[AndyBusch]

@eboerse: ich denke man kann davon ausgehen, dass eHitex die Beute von CMRC ist .
Noch ein Artikel über die bereits mittels Auktionen erzielten Umsätze.

http://biz.yahoo.com/bw/000918/nv_commerc_5.html
----------------------------------------------------------------
Commerce One Customers Report Approximately $2 Billion in Auctions
Customers Realize Significant Cost Savings for Both Sourcing and Liquidation
LAS VEGAS--(BUSINESS WIRE)--Sept. 18, 2000--At the eLink 2000 conference in Las Vegas today, Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce for business, announced that based on customer interviews, approximately $2 billion worth of goods were traded in auctions for customers worldwide, resulting in cost savings of up to 50% on sourcing. In addition, customers have cut approximately two to three weeks off the typical negotiation cycle, enabling them to rapidly recognize profits from liquidation of excess goods.

Commerce One is currently running auctions for 22 customers worldwide, ranging from smaller net market makers to large enterprises. Auctions are among the first transactions run by e-marketplaces because they are quick and easy to set up and they demonstrate immediate return on investment--achieving better prices and reducing time spent on procurement and liquidation.

``Commerce One customers are leveraging the power of auctions to increase revenue and reduce costs,`` said Liron Petrushka, vice president of Auction Services for Commerce One. ``Commerce One is fully focused on helping our customers drive liquidity through e-marketplaces, so we believe that passing $2 billion in online auctions is a tremendous milestone.``

To date, Commerce One Auction Services has hosted more than 5000 events in more than 100 countries for companies such as Artikos, Endesa, EventSource.com, GM and SESAMi. Commerce One currently has 22 customers in operation with its Auction Services solution and 20 more in ongoing implementation projects
----------------------------------------------------------------

A bisserl was geht also scho.

grüße Andy

[ecotrade]

Monday September 18 2:47 PM ET
Commerce One Wins Computer Parts Exchange Contract

By Eric Auchard

NEW YORK (Reuters) - Commerce One Inc. (NasdaqNM:CMRC - news) on Monday said it won a coveted deal to build an online purchasing marketplace that links computer parts makers globally, the latest in a string of high-profile contract wins for the company.

Mark Hoffman, Commerce One`s chairman and chief executive, said in a phone interview that his company had begun operating a pilot version of the new eHITEX computer marketplace that links buyers and sellers of $300 billion in goods annually.

The contract puts Commerce One in the driver`s seat for one of the world`s two leading marketplaces for high-tech goods and follows a series of contract wins during the recent quarter that has nearly doubled the number of the world`s largest companies operating in Commerce One-engineered marketplaces.

The high-tech components exchange joins other major Commerce One marketplace wins this year including its aerospace marketplace developed with Boeing Co. (NYSE:BA - news) and an auto parts exchange backed by General Motors Corp. (NYSE:GM - news).

No financial terms for the eHITEX deal were disclosed. The exchange, which is already in operation, remains a pilot project. The agreement with eHITEX partners must still be finalized, Hoffman said.

``Last quarter about 27 of the Global 200 companies were participating in marketplaces we had announced,`` Hoffman said. ``By the end of this quarter, we should have 40 to 50 of the Global 200 that are plugged into (our) exchanges,`` he said.

But when asked how the string of deals might affect Commerce One`s financial results in the current quarter, Hoffman demurred, saying the company was in its ``quiet period`` ahead of its third quarter earnings report in mid-October.

``We continue to see very strong performance in this sector marketplace,`` he said, but made no further comment.

The news did little to help Commerce One stock, as its shares slid $3-3/8 to $66-7/8, a fall of 4.63 percent on the Nasdaq in afternoon trading on Monday, amid a stiff sell-off in business software stocks and other leading high-tech names.

The eHITEX computer purchasing marketplace was announced in June by a group of 15 major computer makers led by Compaq Computer Corp. (NYSE:CPQ - news) and Hewlett-Packard Co. (NYSE:HWP - news). It includes some of the world`s biggest makers of PCs, disk drives, chips and several of Asia`s leading contract manufacturers.

``It`s a good win for us. It`s a good win for SAP,`` Hoffman said, referring to the German software company that has become Commerce One`s key partner in developing online business marketplaces.

eHITEX will compete with a rival computer parts exchange formed by International Business Machines Corp. (NYSE:IBM - news) along with its technology partners, Ariba Inc. (NasdaqNM:ARBA - news) and i2 Technologies Inc. (NasdaqNM:ITWO - news)

In addition, Commerce One announced a series of new products plans during a customer conference it is holding this week in Las Vegas.

Among the announcements, Commerce One unveiled the latest version of its business-to-business auction software, known as Auction Services 4.0.

The company said a survey of the 22 major auctions using Commerce One systems showed about $2 billion worth of goods had traded over them since it introduced the auction-selling format earlier this year.

Commerce One also said it and SAP had delivered their first round of integrated products that allow companies to automate many of the functions of buying and selling supplies. The SAP-Commerce One system is designed to handle a full spectrum of purchasing functions for direct goods, including auctions, requests-for-proposals (RFP) and bill-and materials.

``We did what we said we were going to do,`` he said. ``We are on track to ship a totally integrated procurement system in November.``

Commerce One and SAP also announced a new affiliate program with 40 Web-based business services companies to syndicate a range of niche services to buyers and sellers participating in CommerceOne.net electronic marketplaces.

Among the 40 partners are Celarix, a specialist in supplying the latest messaging technology for industrial supply-chain logistics and transportation; eCredit, a provider of business inventories financing, and FindMRO.com, a source for maintenance, repair, and operating (MRO) supplies used in keeping industrial companies` basic operations up and running.

Quelle: Reuters Internet Report

ecotrade

[DimStar]

@eBoerse,
von den Mega-Exchanges hättest du hier schon etwas lesen können:
http://www.wallstreetonline.de/community/board2/ws/shortthre…
Ein guter Artikel zu verschiedenen Marktplatzkonzepten:
http://www.internetwk.com/lead/lead082500.htm

A consortium, by contrast, can generate more financial backing and more highly skilled IT professionals--and more buyers and sellers--than an e-marketplace sponsored by a single company, Lamell said. "We will achieve economies of scale more quickly, and we won`t have to depend on venture capital," he said.


Die Partnerschaft mit Compaq war ja von jeher sehr stark und deshalb hatte ich C1 auch gute Chancen dafür eingeräumt. Great News. Gute Chancen sehe ich für C1 auch bei ForestExpress, weil Weyerhaeuser bereits C1-Kunde ist. Genauso gut gefällt mir die Meldung von Cap Gemini, die das C1-Training um 900 Leute zu erweitern wollen. Mann, das ist ein klares Statement. Auch das affiliate-program hört sich sehr vielversprechend an und wird ebenfalls zu höheren wiederkehrenden Einnahmen führen. Damit verdient zumindest Ariba bislang sehr viel Geld.

@Andy
Das Closing von Appnet war ja letzte Woche, d.h. daß für die letzten beiden September-Wochen noch die Appnet-Zahlen in die C1-Q3-Zahlen eingehen. Deshalb hat Mason seine Q3-Schätzung auch um 7 Mio $ angehoben.

@fargoth
keine Sorge, die US-Analysten sind stets konservativ. Es gab zu keiner Zeit Unternehmen die jedes Quartal ihre Umsätze verdoppeln und sich so schnell im Markt bewegen konnten. In diesem Kontext scheint mir eine solche Wachstumsschätzung schon ganz optimistisch. beim letzten mal hat C1 die Konsensumsatzschätzungen um 30 % übertroffen, Ariba sogar um 60 %.

[81245]

19.09. 08:23
Commerce One - Auftrag für Handelsplattform

Commerce One`s Technologie soll die Grundlage einer neuen Handelsplattform der HighTech Industrie namens eHitex werden. Die Gründer von eHitex sind u.a. Compaq, Hewlett-Packard, Gateway, Hitachi und AMD, welche etwa auf $300 Mrd. an Beschaffungsausgaben jährlich kommen. Anfangs werden jedoch nicht alle notwendigen Anschaffungen über den Online Marktplatz abgewickelt werden. Auch SAP wird in die Entwicklung involviert sein, da als Software die von Commerce One und SAP gemeinsam entwickelte MarketSet verwendet werden soll.
Dieser Auftragsgewinn ist auch bedeutend, da die zweite technologie-Handelsplattform e2open, welche von IBM gegründet wurde, auf Grundlage der Technologie von Ariba, i2 Technologies und IBM den Geschäftsbetrieb aufnehmen wird.

© BörseGo.de

Quelle: http://www.thestreet.com/_yahoo/tech/internet/1084428.html

[SteffenP]

Ariba and Commerce One in a B2B Smackdown
By Joe Bousquin
Senior Writer
9/18/00 9:04 PM ET



It`s not quite like spending a night with the WWF, but there`s some serious trash-talking going on between Ariba (ARBA:Nasdaq - news) and Commerce One (CMRC:Nasdaq - news).

What could you expect, really? The two leading B2B software makers, which are usually busy saying nasty things about each other anyway, just happen to both be holding major conferences this week.

That`s an unhappy coincidence, both say. But it`s one that has left many analysts and journalists wondering just how to be in two places -- Las Vegas for Commerce One and Miami for Ariba -- at once. It`s already resulted in some verbal and written barbs as each tries to grab attention away from the other.

Take a pitch sent out to reporters and editors Monday morning on behalf of Ariba and its partners IBM (IBM:NYSE - news) and i2 Technologies (ITWO:Nasdaq - news). It went out shortly after Commerce One announced its own news of a new customer it landed with partner SAP (SAP:NYSE ADR - news).

The Ariba release was written in a tone that would make Darth Vader proud, calling Ariba, IBM and i2 "The Alliance."

"The Alliance has Ariba, global leader in B2B commerce, eProcurement, dynamic trade and on-line commerce services. SAP/Commerce One has Commerce One, a worthy competitor, but one that lacks the critical e-procurement solution," the trio stated.

Then, the Alliance picked on the different nationalities of SAP and Commerce One. After saying that SAP and Commerce One will have to "piece together one unified code base from across continents," the group said, "Never mind that there are cultural issues of two very different companies coming together, one of which does not have a strong tradition of partnering with other software companies. Looking at SAP`s track record in this space, it is not surprising that they are struggling to keep up."

When asked about the Alliance`s release, a Commerce One spokeswoman said the company didn`t have a point-by-point response. But in an interview Monday about a new customer captured with SAP, Commerce One CEO Mark Hoffman compared his company`s latest victory with one by the Alliance.

In fact, the Commerce One/SAP powered eHITEX online exchange for the high-tech industry will compete with e2open, a similar exchange being powered by Ariba, IBM and i2.

"We have the best direct goods strategy, and I think you`ll find that with our competitor`s exchange, there will be some assembly required," Hoffman said.

Hoffman went on to raise questions about Transora, the food exchange that the Alliance is said to have landed. (An exchange is a place on the Internet where companies can buy and sell goods.)

"Things may not be going as smoothly as everyone thinks," Hoffman said. He didn`t offer anything specific, but said that he was simply passing along what he heard in the market.

Now, if only he could have said it while wearing a pink boa and jumping from the top ropes, that would`ve been entertainment. But hey, this is still B2B.

[Forsyth]

hi dimstar und andy busch,

danke nochmal für die rasche antwort. heiße übrigens forsyth, nicht fargoth;-).will das tread nicht mit sinnlosigkeiten vollsabbeln.

danke und grüße an alle besonders dimstar, eboerse, rolfBraun und andy star, die sich immer so bemühen und infos hier reinstellen.

bis dann-Forsyth

[RolfBraun]

Danke SteffenP, DimStar, Andy, und alle Anderen - keep this Thread clean and alive!!!

Die Postings zu CMRC werden wieder weniger, es hat die Tage (gestern?) wohl eine Menge "Zappelheinis" ´rausgeschüttelt.

@SteffenP:

Toller Artikel, ARBA/IBM/I2 als "Alliance" und CMRC/SAP/Intershop als "Empire", Mark Hoffman ist dan wohl der Imperator, hahaha...

Spass beiseite, Ariba schießt ja richtig scharf gegen C1, das bedeutet wohl: "getroffener Hund bellt" oder?

Nach den Äußerungen zu C1/SAP von Ariba - Seite, muß ich feststellen, daß ARBA es anscheinend immer noch nicht verstanden hat, daß die Welt (und das WWW) nicht nur aus Amiland besteht.
Dabei ist es viel konstruktiver, sich für einen zu aqurierenden Markt (EU) sich Partner (SAP) zu holen, die die Gegebenheiten und das Umfeld hier aus langjähriger Erfahrung kennen, als wirklich zu glauben, man könnte von den USA aus effizienter arbeiten (und die Welt beherrschen).

-Rolf-

[RolfBraun]

News: (mit Dank von 8295!)CommerceOne Comes to India
Tuesday, September 19, 2000 03:09:00 AM - india.internet.com

by Uday Lal Pai - http://india.internet.com

Zurich-based e-commerce solutions provider Commerce One CommerceOne [Nasdaq:CMRC]
has announced the launch of its Indian operations with the establishment of a distribution office.

"Commerce One will establish a regional e-marketplace and act as distributor of the Commerce
One electronic procurement in India and surrounding regions," said Eric Meier-Ruegg, vice
president, Commerce One.

The company is scouting for equity partners in India to set up a digital marketplace with a number
of verticals. Commerce One recently invested $200 million across the globe for creating software
and setting up marketplaces. In India there will be an additional investment of $40 million.

The company is currently in talks with a few firms including ICICI, HDFC, Crisil, Andersen
Consulting and PricewaterhouseCoopers said Meier-Ruegg. The name and number of partners
would be finalized within a couple of months, he said. He said, "These partners are expected to
help Commerce One develop the digital marketplace in India."

Commerce One India chief operating officer Vivek Agarwal commented "They might also
financially invest in the company. PwC is likely to join us, as it is already an equity partner with us in
our Middle East operations. While Andersen Consulting would assist the venture in identifying key
target industries and in setting up services on the marketplace such as credit rating and insurance,
HDFC and ICICI would assist by acting as payment gateways to Commerce One India."

He said India would have a large digital marketplace with lots of verticals. The Indian office,
however, will also cover Nepal, Sri Lanka, Bhutan and the Maldives.

By the end of the calendar year the marketplace would be fully operational and would be
inter-operable with the Commerce One`s Global Trade Web, he said. Agarwal said the company
was also in talks with 15 to 20 industry verticals in various sectors including steel, oil and natural
gas.

Commerce One claims its global trading Web as the world`s largest B2B trading community,
providing for economies of scale for buying organizations, suppliers and service providers
worldwide.

[SteffenP]

Related Quotes

CMRC
67
+1 13/16

delayed 20 mins - disclaimer


Tuesday September 19, 9:31 am Eastern Time
Press Release
CSC and Commerce One Plan to Collaborate on E-Marketplace Implementation and Operation
Commerce One MarketSite Portal Solution to be Deployed to Help

Automate CSC`s Own Nearly $5 Billion In Annual Spending

LAS VEGAS--(BUSINESS WIRE)--Sept. 19, 2000--At eLink 2000 today, Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, announced the signing of a non-binding memorandum of understanding with Computer Sciences Corporation (NYSE:CSC - news), a leading global provider of information technology services, to collaborate in implementing and operating B2B electronic marketplaces and e-procurement solutions. Definitive agreements are expected to be executed in the fourth quarter of 2000.

It is expected that the alliance will combine the strengths of Commerce One`s technology and the Global Trading Web network with CSC`s global outsourcing, hosting, consulting, and systems integration capabilities.

Under the preliminary terms, Commerce One and CSC plan to partner in federal markets in the U.S. as well as commercial and other government markets worldwide, building upon the CSC European Commerce One practice launched in May. It is expected that CSC will deploy Commerce One`s MarketSite(TM) Portal Solution to help automate its nearly $5 billion in annual spending. Commerce One also expects to certify CSC as both a Global Integration Partner and a Premier Hosting Partner. ``With CSC`s extensive history of consulting, systems integration and hosting capabilities, we believe the anticipated alliance with CSC will compliment the technology solutions that Commerce One is bringing to commercial markets by providing customers with rapid e-marketplace development,`` said Chuck Donchess, executive vice president and chief strategy officer at Commerce One. ``We also expect that CSC`s deep experience with the government markets will facilitate Commerce One`s plans to expand solution offerings to include federal markets in the U.S. as well as government markets worldwide.``

CSC is already a leader in designing, deploying and operating large, secure end-to-end solutions for the B2B segment, with offerings that span the full scope of e-business capabilities, including strategic consulting, creative design, technology architecture, systems integration and business process design.

The company has extensive experience in establishing electronic marketplaces, with more than 65 clients in dozens of industries worldwide. Similarly, CSC is quickly expanding its position in the supercharged market for Web hosting services, and is leveraging its skill in managing mission-critical, highly secure data to provide a consistent, flexible menu of Internet-driven services.

About CSC

Computer Sciences Corporation, one of the world`s leading consulting and information technology (IT) services firms, helps clients in industry and government achieve strategic and operational objectives through the use of technology. Having guided clients through every major wave of change in IT for more than 40 years, CSC today is well positioned to develop and apply IT strategies and technologies, particularly in the e-business area, based on its full range of capabilities in management and IT consulting; systems design and integration; applications software; Web and application hosting; and IT and business process outsourcing.

Since its formation in 1959, CSC has been known for its flexibility and customer-centric culture. Through numerous agreements with hardware and software firms, the company develops and manages solutions specifically tailored to each client`s needs. With more than 60,000 employees in locations worldwide, CSC had revenues of $9.6 billion for the twelve months ended June 30, 2000. It is headquartered in El Segundo, California. For more information, visit the company`s Web site at www.csc.com.

About Commerce One

[Azerim]

Boeing and Commerce One Initiative to Accelerate Enablement of Trading Partners Onto Exostar
LAS VEGAS--(BUSINESS WIRE)--Sept. 19, 2000--


New Capability Will Speed the Participation of Boeing`s Trading Community in the Exostar E-Marketplace

Commerce One (Nasdaq:CMRC) today announced the successful completion of a pilot program with Boeing (NYSE:BA) to link their trading partners to Exostar, the Aerospace & Defense industry`s global e-marketplace. Boeing is a founding partner of Exostar.

As announced today at the eLink 2000 conference in Las Vegas, Commerce One and Boeing have been working jointly for the past several months to develop a technology solution to connect suppliers who utilize Electronic Data Interchange (EDI) to the Exchange. The joint solution has successfully completed trials and is now being deployed to connect EDI suppliers to Exostar.

Commerce One is also working with GE Global exchange Services (GXS) (NYSE:GE) to jointly develop technology and services that will further support these efforts, and will result in the connection of hundreds of members of the trading community to the Exostar e-marketplace. Future plans include integrating the XML Portal Connector product from Commerce One on the buyer`s side while leveraging GXS`s full suite of integration capabilities to ensure liquidity for suppliers as well as buyers.

This effort has the potential to drive significant transaction volumes onto Exostar in a very short timeframe, leveraging existing business relationships and connectivity solutions from GXS to bring suppliers onto the e-marketplace to minimize time to liquidity.

"The alliance between Commerce One and GXS is primarily focused on helping our customers and their trading partners drive transactions and liquidity across e-marketplaces," said Chuck Donchess, executive vice president and chief strategy officer of Commerce One. "We believe this initiative with Boeing will be a key milestone in driving major trading volumes across Exostar. These efforts to provide an effective on-ramp for suppliers leverage GXS`s ability to provide full XML support for existing EDI users, and to integrate these users with Commerce One`s XML-based platform. This initiative reflects the rapid migration of global business trade onto the Web."

"This joint effort represents a significant move forward in ensuring that trading partners will derive maximum value from their participation in Exostar," said Harvey Seegers, President and CEO of GE Global eXchange Services. "The solution will allow trading partners to continue with EDI as they transition to XML based transactions. Not only will the resulting liquidity benefit all members of Exostar, this program will permeate the benefits of Exostar to all levels of the supply chain - from the largest to smallest participants."

Recently, Commerce One and GXS signed a definitive agreement to work together to dramatically increase access to open e-marketplaces on a global basis. Commerce One e-marketplaces will be supported by GXS`s transaction processing and trading partner enablement capabilities. The resulting interoperability between GXS`s data transaction and translation technology and services (including EDI) and Commerce One`s XML Common Business Library (xCBL)(TM)-based e-commerce solutions is expected to significantly increase the number of buyers and sellers conducting e-commerce transactions worldwide.

[SteffenP]

Tuesday September 19, 7:30 am Eastern Time
Press Release
New CommerceScout Network Enhances Supply Chain Efficiency For Buyers And Sellers Of Direct Materials
Serves As Portal To Multiple E-Marketplaces, Both Public And Private
CommerceScout announced today at the eLink 2000 Conference--hosted by Commerce One (Nasdaq:CMRC - news)--the launching of CommerceScout Network, a revolutionary eMarketplace management portal that enhances supply chain efficiency for both buyers and sellers. Initially focusing on electronic components and chemicals, CommerceScout Network is the first offering of the new company, an innovator in B2B eMarketplace connectivity products.
CommerceScout Network offers buyer and seller solutions in both public and private marketplaces-including mobile commerce messaging and eCommerce shopping cart middleware-connecting transactions across multiple markets. It gives buyers increased visibility of product availability and pricing, while giving sellers access to new buyers.

"CommerceScout Network acts as a magnifying glass into public and private catalogs, auctions, consortia and exchanges, with functional components that add depth and efficiency to a company`s research and procurement cycle," said Steve Oakley, CommerceScout`s president, CEO and co-founder. "It was the growing fragmentation of eMarketplace choices that led to CommerceScout Network, which transforms a cumbersome multi-market pricing and procurement process into a new dimension of B2B commerce."

CommerceScout Network uses content management tools, including client-specific contract pricing, a high-speed parametric search engine, and a criteria-based tracking system to provide a variety of functionality via six modules.

For buyers and sellers, CommerceScout Network offers CS Integrate, which increases efficiency by automating uploads of data and closing the purchase order loop on the back end, resulting in complete supply chain management through a single source; CS Search, which allows user selected, multi-criteria search capability; CS Track, which continually scouts for a product/content criteria match and notifies the user via wireless when a match is found; and CS Analyze, which lets users access industry supply-and-demand data , transaction information, inventory movements, and pricing fluctuations on key parts and products, resulting in more informed decision-making.

For buyers, CommerceScout Network offers CS Procure, which reduces material acquisition costs by allowing multiple marketplace procurement, using the output from the Search or Track functions. To help eliminate missed opportunities for sellers, CS Connect provides real-time wireless notification of buyer demand requests.

The launching of CommerceScout Network today follows last month`s announcement that MANEX Systems, which provides an ERP/MES system to electronics manufacturers, will use the new network to facilitate its customers` buying and selling of components. Last week, it was announced that eMedius, a developer of web-based enabling technologies, will integrate the CommerceScout Network into its solution for design engineers at contract manufacturers.

About CommerceScout

Founded in 1999, CommerceScout is the first company to develop and deploy next-generation multiple eMarketplace connectivity and commerce messaging tools, initially focused on electronic components and chemicals. CommerceScout offers direct materials commerce comparison and decision support tools to expedite activities such as quoting, integrated MRP/ERP volume and replenishment purchases, and marketplace analytics. The company is funded by venture capital firms Weiss, Peck & Greer and Edgewater Funds.

CommerceScout is based in Seal Beach, Calif., and can be reached, toll free, at 866-GO SCOUT (467-2688) or via e-mail at [e-mail]. Web address is www.commercescout.com.

[Bakki]

Tuesday September 19 6:22 PM ET
Compaq, Commerce One Sign Two-Year B2B Deal

LAS VEGAS (Reuters) - Compaq Computer Corp. (NYSE:CPQ - news) and electronic marketplace technology provider Commerce One Inc. (NasdaqNM:CMRC - news) said on Tuesday they would team up in a two-year sales and marketing agreement to speed development and growth of online exchanges.

Under the agreement, Pleasanton, Calif.-based Commerce One has made Compaq its preferred hardware provider for computer servers running Windows NT-based servers. In turn, Houston-based Compaq will be an authorized reseller of Commerce One products, and Compaq Global Services will be a first-level, preferred partner for worldwide service.

The companies said the goal of the agreement is to drive more companies to participate in business-to-business commerce by bundling and simplifying the technology and cutting costs. The announcement was made at eLink 2000, an electronic commerce trade show in Las Vegas.

Shares of Compaq, the world`s largest computer supplier, rose 1-3/8 to close at 31 on the New York Stock Exchange (news - web sites) Tuesday, while Commerce One stock finished up 3-13/16 to 69 on Nasdaq.

According to analysts at the Gartner Group, about $7 trillion worth of goods and services is expected to be handled through electronic systems by 2004, with online marketplaces driving nearly 40 percent, or $2.7 trillion, of these transactions.

The success of such exchanges depends upon maximizing their liquidity by involving many participants.

``Customers are realizing that e-marketplaces must be a part of their business models,`` Compaq President and Chief Executive Michael Capellas said in a statement. ``They provide valuable opportunities to increase supply chain efficiency, increase revenue and deliver greater customer value. The Compaq-Commerce One alliance will help customers of all sizes use the Internet to build a competitive business advantage.``

Although not required under the terms of the agreement, Compaq and Commerce One said they plan to collaborate to promote Microsoft Corp.`s (NasdaqNM:MSFT - news) Windows NT and Windows 2000 (news - web sites) operating systems to develop and sell electronic marketplace products based on Windows systems.

By working together, Commerce One and Compaq offer customers a powerhouse B-to-B e-commerce solution built on Microsoft`s .NET Enterprise Servers,`` Steve Ballmer, Microsoft president and chief executive, said in a statement.

Steht da eine Kooperation mit MICROSOFT an ???
Die Gerüchte tauchten doch schon einmal auf, oder?
Der nächste logische Schritt wäre doch eine direkte Implementierung der C1-Plattform in die MS-Betriebssysteme, anstelle des Umweges über die Computerhersteller. Das wäre natürlich ein Quantensprung.

http://dailynews.yahoo.com/h/nm/20000919/tc/compaq_dc_2.htm

[DimStar]

http://www.techweb.com/wire/story/TWB20000919S0016
Vendors Tout Marketplaces, But Are Users Buying It?
(09/19/00, 6:23 p.m. ET) By Alorie Gilbert, InformationWeek
Commerce One and SAP are bullish about online marketplaces. But the marketplaces` users don`t always agree.

Mark Hoffman, CEO of Commerce One Inc. (stock: CMRC), and Hasso Plattner, co-chairman and founder of SAP AG (stock: SAP), led a discussion on the current state and the future possibilities of online trading exchanges at a roundtable Monday that kicked off Commerce One`s customer conference in Las Vegas.

But their optimism was tempered by some online marketplace operators, e-business executives, and industry experts who participated in the discussion. These included representatives from General Electric Co.`s e-business unit, Microsoft Corp. (stock: MSFT), PricewaterhouseCoopers, and online marketplaces Exostar and Pantellos Group.

Addressing mounting skepticism about the viability and capabilities of online marketplaces, Hoffman predicted the market will eventually support thousands of thriving exchanges and said exchanges are quickly evolving to enable more complex and sophisticated types of business transactions than purchasing office supplies.

Others on the panel and in the audience said business-to-business commerce via online marketplaces isn`t without challenges and uncertainties.

Creating a sustainable business model, engaging buyers and sellers, and automating and integrating business transactions is no cakewalk for online marketplaces.

"This is all still in the very early stages," said David Schnieder, a managing partner at PricewaterhouseCoopers. "No one has a good vantage point yet, and there are a lot of changes ahead."

One hurdle still facing many marketplaces is convincing companies to buy and sell their wares on exchanges. Suppliers are wary of losing brand equity and margins as a result of competing primarily on price. Buyers are wary of the return on investment.

In a telling exercise, audience members participated in an informal survey about their roles in online exchanges. About a dozen out of 100 people had participated as buyers on an exchange and half a dozen had participated as suppliers. More than half the audience were e-business software and service providers.

"There`s a reluctance on the supplier`s side," said Skip Shaw, acting chief operating officer at Exostar, an online marketplace for the aerospace industry. "It`s taken longer than we thought to convince them to participate."

Commerce One and other proponents on the panel said cost savings will come from productivity and efficiency gains for buyers and suppliers, as well as increased price competition. But not everyone`s swallowing it.

A buyer from Kira Inc., a construction contractor for the government in Vienna, Va., voiced concern about the ability of an online exchange to quickly deliver cost savings and benefits in industries such as housing construction that operate on iterative pricing and contract negotiation.

"Integrated solutions sound nice, but I can`t afford it," said Carlos Garcia of Kira. "I need savings off the bat."

Still, marketplace operators such as Exostar and Pantellos said their success in the long term depends on their ability to deliver cost-savings, to speed up decision-making, to create more effective trading relationships, and to improve customer service.

Also Monday, Commerce One and SAP said they have finalized an agreement to jointly develop and market business-to-business e-commerce software, which they announced in June. Their first co-branded product, called Market Set, is available.

[DimStar]

Nochmal Mason
http://www.eoffering.com/analyst/patrick_mason/pdf/pm_091920…

[81245]

20.09. 01:49
Commerce One und Compaq schließen Allianz


Beide Unternehmen schloßen gestern eine zweijährige Vertriebs - und Marketingallianz, um die Entwicklung und das Wachstum von Online Handelsplattformen zu beschleunigen. Compaq wird der bevorzugte Hardware Liefernat für Commerce One und die Consulting Division Compaq Global Services wird den Aufbau von Marktplätzen als bevorzugter Partner unterstützen. Im Gegenzug wird Compaq die Produkte von Commerce One weitervertreiben und vermitteln. Den Erfolg von B2B Marktplätzen wird u.a. die Liquidität und das Angebot, und somit die Anzahl der teilnehmenden Unternehmen ausmachen.

Eine aktuelle Analyse der Gartner Group sagt voraus, daß im Jahr 2004 ca. $7 Billionen an Gütern und Dienstleistungen über elektronische Systeme umgesetzt werden, wovon B2B Marktplätze ungefähr 40% oder $2,7 Billionen einnehmen sollen.

© BörseGo.de

Quelle: http://dailynews.yahoo.com/h/nm/20000919/tc/compaq_dc_2.html

[RolfBraun]

Ach, da isses wieder das Gerücht (siehe Beitrag von Bakki): CMRC und Microsoft.

Bin ja schon einmal für plemplem deswegen erklärt worden.

Wie sagte Mark Hoffman: "We´re just starting up."

Hehehe...

-Rolf-

[Eboerse]

Hallo Zusammen
Rolf,da hast Du Recht.
Microsoft steht schon lange als Technologie Partner auf der Website von Commerce One.
Der Microsoft Link und das Porträt,sind doch keine Werbung.
Ebenso wenig wie Exodus.
Und auf den Portalen,findet man,wenn man sich die Websiten mal etwas genauer anschaut auch alle daran beteiligten Technologie Partner,Gründungspartner,Partnerschaften, Betreiber u.v.m
Die machen alle fleissig ihre Arbeit,und kommt es zu Fertigstellungen oder bedeutenden Fortschritten,tauchen diese Firmen dann plötzlich in den News auf.
Gruß
eboerse

[AndyBusch]

Hallo
Wachovia Sec: hebt das rating für C1 von Long Term Buy -> Strong Buy an. Kursziel: $105
http://www.briefing.com/intro/i_updown.htm

Eine Zusammenfassung der letzten Ereignisse + unterschiedlichem business-Models findet man hier:
http://www.ukinvest.com/archives?action=content&interfaceid=…
Ein Ausschnitt:
------------------------------------------------------
Further, as an SG Cowen analyst notes, Commerce One constructs these consortia-sponsored exchanges at a relatively low upfront cost of $8m to $10m in return for equity in the exchange and the opportunity to collect a share of recurring exchange revenues such as transaction fees, auction service charges, and subscription fees.

“We believe that the long-term value of Commerce One will be demonstrated by its ability to maintain a share of exchange revenues,” said SG Cowen’s Pawan Malhotra. “Given that B2B e-commerce is expected to grow from $461bn in 1999 to $4.1 trillion in 2004 and our expectation that up to 40% of e-commerce will occur via e-marketplaces, we believe the company`s long-term revenue opportunities are tremendous.”

Malhotra initiated coverage of Commerce One on Friday with a "strong buy" rating and target of $94. The stock is trading at $70.1875, about 60% off its 52-week high. He noted the benefit of recent alliances such as the announcement in June that Commerce One will co-develop applications combining SAP`s< supply chain and ERP technology with Commerce One`s e-procurement and e-marketplace applications. The alliance has already yielded two consortia wins: the metals and mining marketplace led by Alcoa, Phelps-Dodge and DeBeers and the electric utility consortium Enporion, led by PPL Group and Allegheny Power.

“In our opinion, consortia are quickly learning that integration with back office systems is vital to the success of e-procurement and supply chain projects,” said Malhotra. “We believe that Commerce One and SAP together present a compelling alternative to the i2i alliance led by IBM, Ariba and i2 Technologies.”
----------------------------------------------------------------
Der obige Artikel enthält m.E. keine neuen Erkenntnisse, aber je mehr Analysten CMRC so sehen, desto besser für uns .

@DimStar: ich denke du hast Recht. Die APNT-Zahlen gehen nicht in voller Höhe, sondern nur für die Zeit nach dem closing in die Ergebnisse des 3. Quartals ein. Erstaunlicherweise scheint das kaum jemand zu wissen. Auch nicht auf den US-boards (von mir ganz zu schweigen ).

grüße Andy

[SteffenP]

Renegade Report


Commerce One`s profit forecast

By Jason Margolis, CBS.MarketWatch.com
Last Update: 11:52 AM ET Sep 20, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) -- Commerce One CMRC CFO Pete Pevere said the business-to-business electronic commerce specialist predicts profitability in the third quarter of 2001.

He spoke at the Banc of America Securities Investment Conference on Wednesday in San Francisco about a changing "business model clearly tied to customer success."


Pevere said the company, which provides B2B services, will see its greatest revenue increase from fees generated by partners. He predicted a platform where businesses using the Commerce One (CMRC: news, msgs) product would all eventually be linked together, similar to the Web.

[DimStar]

Forsyth, sorry für die Verwechslung
ich weiß nicht, ob dies schon gepostet wurde. ich schaue wg. C1 nur noch in diesen thread.
http://www.performaxx.de/index.html?topic=magazin&content=up…

Commerce One: Marathonlauf mit Hürden

18.09.2000
Der B2B-Bereich und die Unternehmen, die ihn aus technologischer Sicht tragen, entwickeln sich so schnell, daß man meinen möchte, einem 100-Meter-Sprint beizuwohnen. In Wahrheit handelt es sich jedoch um einen Marathonlauf, der eben erst gestartet wurde. Der Weg ist noch weit und dennoch ist das Tempo so hoch, daß die ersten B2B-Läufer wohl bald wieder aufgeben müssen oder weit hinter die Top-Player zurückfallen. Commerce One gehört jedoch mit Sicherheit zur absoluten Spitzengruppe und gewinnt ständig Kraft hinzu. Trotzdem begegnen dem Unternehmen auf seinem Weg zusätzliche Hürden, die nicht einfach zu überwinden sind.



Covisint 1: Wirklich grünes Licht?

Covisint, der gemeinsame B2B-Marktplatz der Autogiganten General Motors, Ford und Daimler Chrysler, ist für Commerce One eines der prestige- und potentialträchtigsten Projekte überhaupt. Hier soll sich das Unternehmen als Softwarehersteller und Dienstleister gleichermaßen bewähren und später an den auf bis zu 300 Mrd. USD geschätzten Plattform-Umsätzen partizipieren.

Die US-Kartellbehörde, die Federal Trade Comission (FTC), hat das Covisint-Projekt dahingehend überprüft, ob hier ein verbotenes Kartell zwischen den beteiligten Autokonzernen entstehen soll. Erwartungsgemäß hat die FTC am 11. September 2000 Covisint grünes Licht gegeben. Dies geschah allerdings mit dem deutlichen Hinweis, daß es zum gegenwärtigen Zeitpunkt einfach zu früh sei, um zu einem abschließenden Urteil zu gelangen. Covisint, und damit alle Megaexchanges, werden also weiter streng beobachtet werden. Wegen der Beteiligung von Daimler Chrysler muß auch das Bundeskartellamt zu diesem Vorgang noch Stellung nehmen. Mit einer Entscheidung, die sich wohl an der der amerikanischen Kollegen orientieren dürfte, ist noch in diesem Jahr zu rechnen.


Covisint 2: Organisatorisches und technologisches Rätselraten

Sicher auch aufgrund des Kartellverfahrens hat sich Covisint zu einer frustrierend langwierigen Hängepartie entwickelt, bei der man schon froh sein muß, daß wenigstens ein Name für die Gesellschaft festgelegt wurde. Darüber hinaus ist weder klar, wer Covisint als Vorstandsvorsitzender führen soll, noch wo das Unternehmen seinen endgültigen Sitz haben wird. Vor allem aber ist unklar, welcher Technologieträger welche Software liefern wird (neben Commerce One ist auch Oracle mit im Rennen) und welche Gebührenmodelle Anwendung finden werden. Wir gehen allerdings davon aus, daß diese Fragen im wesentlichen bis zum Jahresende geklärt sein werden.

Bereits heute zeichnet sich aber ab, daß der Covisint-Marktplatz nicht auf einen Schlag mit seiner vollen Funktionalität zur Verfügung stehen wird. Entscheidende Elemente, wie die unternehmensübergreifende Prozeßkettensteuerung oder die Auftragsabwicklung, werden wohl vorerst nicht implementiert werden. Offensichtlich sind die technologischen Hürden hier doch noch etwas zu hoch. Es ist zu befürchten, daß unter der eingeschränkten Leistungsfähigkeit des Marktplatzes auch die Verdienstmöglichkeiten der Betreiber und Technologielieferanten leiden könnten.


Partnerschaft mit SAP führt schnell zu Ergebnissen.

Die im Juni verkündete enge Zusammenarbeit mit SAP trägt dagegen überraschend schnell erste Früchte. Mit den Produkten Market Set und Enterprise Buyer liegen bereits gemeinsame Produkte vor. Während Market Set eine Lösung für den Aufbau großer Internet-Marktplätze ist, handelt es sich bei Enterprise Buyer um eine leistungsstarke Procurement-Software. Die ersten Kunden, darunter beispielsweise ein Marktplatz für die Metall- und Bergbaubranche, der auf die Initiative von 16 Unternehmen zurückgeht, konnten bereits gewonnen werden. Mit der Verkündung von weiteren Projekten wird in Kürze gerechnet.

Neben dem außerordentlich wichtigen Marktplatzgeschäft versprechen wir uns aber auch vom Enterprise Buyer eine ganze Menge. Commerce One kann es hier gelingen, Ariba verstärkt in deren Kerngeschäft zu attackieren. Wir gehen davon aus, daß zahlreiche Unternehmen die bei ihrem ERP-System auf R/3 gesetzt haben, auch beim E-Procurement gerne mit SAP zusammenarbeiten werden. Commerce One könnte dann ihr Lizenzgeschäft deutlich ausbauen und damit relativ kurzfristig das Umsatzwachstum und den Cash-Zufluß stärker steigern, als bisher erwartet werden konnte.


Akquisition von Appnet abgeschlossen

Am 14. September 2000 konnte Commerce One die Vollendung der Übernahme des B2B-Dienstleisters Appnet melden, die im Juni angekündigt worden war. Mit Appnet verfügt Commerce One in Zukunft über deutlich mehr Power für die hochkomplexe technische Implementation der Marktplätze. Damit wurde auf elegante Weise eine weitere Hürde genommen, die dem Unternehmen drohend im Wege stand. Es wäre Commerce One sonst nämlich zunehmend schwerer gefallen, weitere Aufträge zu akquirieren und Lizenzen zu verkaufen, wenn die Leute fehlen, um die vielen Projekte zeitnah und mit hoher Qualität umzusetzen. Auch wenn es oberflächlich betrachtet richtig ist, daß sich die Umsatzverteilung bei Commerce One vorerst in Richtung des margenschwachen Servicegeschäfts verschiebt, halten wir die Übernahme von Appnet nach wie vor für einen strategisch außerordentlich sinnvollen Schachzug, der genau zur richtigen Zeit kam.

Faszinierend ist immer wieder ein Blick auf das Wachstum des Unternehmens selbst. Inklusive Appnet beschäftigt man nun bereits 2.900 Menschen in 32 Ländern. Das Jahr 1999 hatte man mit 157 Mitarbeitern begonnen und mit immerhin 594 beendet, nun also sind es fast 3.000! Diese Entwicklung sollte man sich vor Augen halten und entsprechende Vergleiche anstellen, wenn wieder irgendeine Software-Durchschnittsfirma am Neuen Markt in den obligatorischen Führer-Jargon verfällt und sich als Weltmarkt, angehender Weltmarkt- oder Technologieführer usw. bezeichnet.

Auch wenn manche Projekte (siehe Covisint) in der Praxis sehr viel schwerfälliger vorankommen als anfangs gedacht, ist die Gesamtentwicklung bei Commerce One doch außerordentlich vielversprechend. Insbesondere die offenbar gut gelingende Kooperation mit SAP ist unseres Erachtens vom Markt noch nicht ausreichend gewürdigt worden. Commerce One ist für uns weiterhin ein klarer Kauf.

Sepp Ludwig Gramann

© 2000 Performaxx AG

[DimStar]

!

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

[M&C]

QDimStar ...STIMMT!!!...
und das war die 70 Dollar Grenze...wenn die dumme Nasdaq nicht wäre, die den Neuen Markt so verunsichert hat!!! Dann wären wir jetzt in Deutschland bestimmt schon bei der 100er Hürde!!!
Na ja, der heutige Börsenschluß der Nasdaq macht uns auf jeden Fall Hoffnung!

Gruß an alle Commerce One Aktionäre


M&C

M&C Rating: STRONG BUY!!!

[DimStar]

Trade-Ranger, Pantellos and the Intercontinental Exchange Make E-Business Into Big Business, But Can These Massive Consortia Be Managed With the Nimble Speed Of the Internet?http://biz.yahoo.com/prnews/000920/tx_zeus_dv.html

[DimStar]

http://biz.yahoo.com/prnews/000913/ca_indus_i.html

Indus International and Pantellos Announce Strategic Alliance
SAN FRANCISCO, Sept. 13 /PRNewswire/ -- Indus International (Nasdaq: IINT - news) provider of the most robust supply chain solutions available for capital asset-intensive companies, and Pantellos, an internet e-marketplace of 21 leading North American Electric and Gas Utilities, Pipeline and Energy companies have announced a strategic alliance to work together toward providing their mutual customers open, non-proprietary solutions. These solutions will facilitate the use of Pantellos services and marketplace resources by Indus clients. Pantellos will provide a broad suite of integrated eSupply chain solutions that will create value for buyers and suppliers. This alliance will ensure these benefits are integrated with Indus solutions.

...

Pantellos ist bekanntlich der von C1 aufgebaute Marktplatz für 21 große nordamerikanische Energieunternehmen. Wo ist SAP ? Ich halte solche Meldungen in der Hinsicht für sehr positiv, als daß auch mit Komplementärlösungen anderer Anbieter Erfahrungen aufgebaut werden können.

[DimStar]

C1 ist schon ein facettenreiches Unternehmen. Mal sehen, was ich sonst noch finde.

SAPMarkets Provides Premium Supplier On-Ramps to e-Marketplaces; SAP Internet Sales and Online Store Connect Suppliers To Joint Commerce One and SAP e-Marketplaces

http://www2.marketwatch.com/news/article.asp?doctype=2005&va…

[AndyBusch]

@DimStar: SAP brauchen wir nicht überall

Habe ich eigentlich was verpasst?
Angekündigt wurde doch der Gewinn von 4 exchanges.

Bis jetzt allerdings "nur" eHitex
Hält Hoffman das Pulver noch trocken?

grüße Andy

[DimStar]

Möglicherweise zählt eHitex ja gar nicht zu den 4 neuen gemeinsam gewonnenen Exchanges, weil SAP im press-release nicht erwähnt wurde.
Es gibt noch eine Reihe von Gelegenheiten auf Veranstaltungen in nächster Zeit (http://www.commerceone.com/events/default.html)

Einen sehr positiven Artikel habe ich noch zu Covisint gefunden.

Covisint has an internal target of beginning operations late this month or early October and hopes to have a permanent CEO in place in 30-60 days.

http://www.automotivenews.com/autonews/html/main/stories/cov…


Covisint dreams up tools, treats for users


RALPH KISIEL
Automotive News

When it launches in a few weeks, Covisint will be much more than the automotive version of eBay.

Yes, there will be auctions. But while Covisint’s business plan spent the summer under a Federal Trade Commission microscope, planners have quietly developed a wide range of tools and services for the mega marketplace.

Covisint tools

Covisint participants will have access to these features

Electronic catalogs, both for parts and supplies

Buyer and seller auctions

Visualization tool for 3-D product development

Online tools to help manage and analyze supplier bids

Electronic quote requests, eliminating need to use couriers


Think cutting-edge.

The centerpiece is a 3-D "visualization tool" to let engineers and designers develop and revise automotive components from different facilities around the world at the same time.

"It absolutely would be of interest to suppliers," said Mike Suman, group vice president of electronic commerce at Johnson Controls Inc., in Plymouth, Mich.

"Everyone would have the same data at the same time," Suman said, adding that surprises during engineer meetings could be reduced or eliminated.

NEED FOR SPEED

Everything is designed to increase speed and efficiency and improve communications.

There will be electronic catalogs, both for parts and supplies. Online tools will let users manage and analyze bids. And electronic quote requests will eliminate the need to use couriers.

With FTC permission to operate being given last week, Covisint now needs only approval from the Bundeskartellamt, Germany’s antitrust watchdog.

Peter Weiss, a temporary co-CEO on the joint Covisint planning team, expects approval soon. Covisint has an internal target of beginning operations late this month or early October and hopes to have a permanent CEO in place in 30-60 days.

Planners last week began revealing details about how automakers and suppliers will be able to use the trade exchange. They stressed they want to create more than just a Web-based auction house.

That is why the visualization tool from Engineering Animation Inc. of Ames, Iowa, an international technology provider, is so important. It will enable Covisint customers to collaborate simultaneously on product development projects via the Internet. It also indicates that Covisint is willing to use technology from providers other than its technology partners, Oracle Corp. and Commerce One Inc.

"We first look to our partners," Weiss said. "If they have best-of-breed (technology), we use them. If they don’t, we use what’s best-of-breed on the market."

"This visualization tool is the cornerstone of our product development … tools," said Sam Sharan, a Covisint product-marketing representative. "It will be in the first release."

At the AIAG Auto-Tech 2000 conference in Detroit last week, Sharan demonstrated how the visualization tool from Engineering Animation works using a 3-D computer file of a shock absorber.

"You can zoom in, rotate it, everyone sees the same view," Sharan said.

But the tool is not limited to components. It can be used to make changes in exterior vehicle styling as well.

INTERACTIVE CONFERENCES

With this tool, project team members from inside and outside the company can conduct interactive online conferences on two-dimensional and three-dimensional product data.

They can view and mark up data and documents and watch the changes being made in real time, saving valuable time. And they will be able to view computer-aided design files from CATIA, I-DEAS, ProEngineer and other systems.

In the purchasing arena, automakers and suppliers will be able to use Covisint to hold auctions and buy parts and supplies from online catalogs.

Suppliers can maintain both custom and community catalogs on the exchange.

A custom catalog is designed for a specific automaker. It will list a company’s products with prenegotiated prices. A supplier also may post a community catalog open to any automaker for the purchase of parts and supplies.

These catalogs typically will feature "indirect" parts and supplies — products such as paper, grease, desks and hanging file folders, said D.J. Cho, Covisint’s product marketing manager for procurement.

"These are not highly engineered parts," Cho said. "However, some suppliers may choose to put some ‘direct’ parts on the catalogs as well."

Catalogs can come from suppliers outside the automotive industry as well. For example, Office Depot or Best Buy might want to post their catalogs on Covisint, Cho said.

TWO TYPES OF AUCTIONS

Covisint will offer two types of electronic auctions.

The buyer auction, also called the reverse auction, will enable automakers to accept bids from suppliers for vehicle programs.

The traditional seller auction will allow Covisint customers to auction off goods, such as an obsolete stamping press, or even an entire manufacturing line, Cho said.

There also is a feature called quote manager, whereby automakers will be able to send request-for-quote documents electronically to their suppliers, rather than by courier.

Finally, there is quote analysis, a post-bid management tool that automakers can use to analyze the responses.

All of these tools take paper out of the procurement process, Cho said. When Covisint begins operating, it is expected to be the world’s largest online trade exchange. Founding partners Ford Motor Co., General Motors and DaimlerChrysler spend about $240 billion in purchasing annually. With other partners Renault SA and Nissan Motor Co., that figure balloons to $300 billion.

Visteon Corp. last week became the latest Tier 1 supplier to agree to use Covisint. About 25 other suppliers also will participate.

Like the FTC, the Bundeskartellamt is addressing whether Covisint could result in price collusion and other anti-competitive practices among Ford, GM and DamlierChrysler.

"We don’t anticipate any concerns being raised," Weiss said. "They just want to learn more."

[DimStar]

gutes posting von bluestar_loves_cmrc im yhoo-board. DimStar loves cmrc as well.
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=21750636…

[DimStar]

BayanTrade gets 100% sign-up from suppliers
ALL of the 16 suppliers invited to BayanTrade.com`s first supplier summit signed up to be part of the country`s only multi-conglomerate eProcurement exchange.
http://www.mb.com.ph/INFO/2000-09/IT091806.asp

[schertz88]

www.kramen.de

[bluejeans]

Bei C1 stimts einfach. Zahlen, Prognosen und vor allem die Psychologie! Trotz des schlecht laufenden Markts hält sich C1 seit Tagen immer um die 70$, und das läßt auf einen baldigen Kurssprung schließen.
zudem gibt es auch keinen Analysten, der auch nur das leiseste schlechte Wort über C1 äußern würde.
Mein Fazit : Jetzt noch rein ( hab selbst heut noch bei 83 nachgelegt )denn der Kurs wird in den nächsten Tagen stetig nach oben wandern.
Leichte rückschläge sind nicht so schlimm, da sie in den meisten Tagen wieder ausgesglichen sind, also was solls. ende Sep. sehen wir die 80$, wetten ??

Also, nicht nur warten, sondern auffi !!

Mit frischen Wind ( und frischen C1-Papieren )

bj

[Eboerse]

Hallo Zusammen
In einem anderen Board bin ich auf eine Interessante Stellungnahme Daimler Chryslers zu Covisint gekommen.
Besonders interessant finde ich den Optimismus von DCX bez. der Dauer des Aufbaus und des kompletten Handels.
Hier das geklaute Posting:

Folgende Email habe ich letzte wocha an IR DaimlerChrysler geschickt

Sehr geehrte Damen und Herren,

Als treuer Aktionaer Ihres Unternehmens verfolge ich mit starkem Interesse
die Aktivitaeten von DaimlerChrysler. Besonders vielversprechend finde ich
Ihr Engagement mit Ford und GM bezueglich eines B2B - Marktplatzes. Wie ich
der Presse entnehmen konnte, wurde dem Projekt "Covisint" von der
US-Kartellbehoerde FTC bereits zugestimmt. Eine eine Zulassung seitens der
deutschen Behoerde wird baldigst erwartet. Aus frueheren PressReleases
entnehme ich, dass ein Handelsvolumen von USD 240 Milliarden pro Jahr ueber
diese Plattform abgewickelt werden soll. Wenn ich die erste im Anhang
befindliche Pressemitteilung richtig verstehe, wurde dies auch von Herrn
Cordes ggueber dem "Handelsblatt" am 13.09.00 bestaetigt.
In der zweiten hier angehaengten Veroeffentlichung wird seitens der
"informationweek.de" jedoch festgestellt, dass "Covisint" viele
Versprechungen, insbesodere das Volumen der Beschaffungsvorgaenge, nicht
einhalten werde und nur der Name bliebe.

Bitte teilen Sie mir per email mit, ob die Ausfuehrungen von
"informationweek" haltbar sind und welche Umsaetze tatsaechlich
erwartet werden koennen. Auch wuerde mich interessieren in welcher
Groessenordnung die Erparnisse pro PKW gesehen werden; US$ 1000 scheinen lt.
Herrn Cordes ja sehr hoch gegriffen.

Fuer Ihre Muehen sei vorab herzlichst gedankt

Mit freundlichen Gruessen

......."SD"


UND HIER DIE ANTWORT VON DAIMLER


Sehr geehrter …..SD

die Informationen von Dr. Cordes im Handelsblatt sind - das darf ich Ihnen
versichern - richtig. Manchmal unterschätzen die Medien den technischen,
organisatorischen und rechtlichen Aufwand, ein Unternehmen aufzubauen, das
die
sagenhafte Summe von 240 Mrd $ Transaktionsvolumen "fahren" soll. Auch im
Internet-Zeitalter ist dies eine grandiose Leistung. Welches andere
Unternehmen
der Welt tut das? Und wir schaffen den Aufbau in einem Jahr.

Wir erwarten, wie seit Anfang des Jahres gesagt, daß wir im Laufe des
nächsten
Jahres unser gesamtes Einkaufsvolumen über die Plattform abwickeln. Wir sehen
keinen Grund, von dieser Ansage abzurücken.

Mit freundlichen Grüßen

Wolfgang Scheunemann
Technologie- und Umweltkommunikation
DaimlerChrysler AG

[schneekatze]

Hallo zusammen,

ich finde diese Meldung sehr interessant. Sie drückt aus in welchem atemberaubenden Tempo Commerce One zur Zeit wächst.

Commerce One - Unter Volldampf

Commerce One [Nasdaq: CMRC Kurs/Chart ] arbeitet mit Hochdruck am Aufbau seiner Online-Marktplätze. Dazu hat der Hersteller von Business-to-Business-Software jetzt seine Zusammenarbeit mit Cap Gemini Ernst & Young ausgeweitet. Die Tochter des französischen IT-Dienstleisters Cap Gemini SA [ Kurs/Chart ] wird weitere 900 Softwarespezialisten für die Implementierung von Commerce-One-Programmen bei dessen Kunden bereit stellen. Bisher arbeiten etwa 100 Programmierer von Cap Gemini Ernst & Young ausschließlich an Commerce-One-Projekten.

Der Bedarf an IT-Beratern sei extrem groß, sagte Jeff Smith, Commerce Ones leitender Manager für Geschäftsentwicklung. Für jeden bei Commerce One beschäftigten Berater seien weitere fünf bei Kooperationspartnern nötig, um den schnellen Aufbau eines typischen Online-Marktplatzes gewährleisten zu können. Derzeit beschäftigt Commerce One 2.900 IT-Profis.

Finanzielle Einzelheiten der neuen Kooperation wurden von den Unternehmen nicht bekannt gegeben.

[RolfBraun]

@ebörse:

Du hast auch DCX? Scheint wir verfolgen mit unseren "Underdogs" die gleiche Strategie...

Danke an Alle mal wieder für Eure unermüdliche Arbeit zum ´reinstellen der "Facts and Rumors".

-Rolf-

[Eboerse]

Hallo Rolf Braun
Ich hatte mal DCX.Kurz vor der Fusion gekauft,besser gesagt Chrysler da der Umrechnungskurs günstiger war und ich dadurch 6 Aktien mehr von DCX ergattern konnte.Habe sie dann auch Feb.99 rausgehauen,tatsächlich fast am Top.Danach,langeweile bei DCX,aber Porsche lief sehr gut.
Nein,ich fahre 100% Commerce One,wie ich es immer gemacht habe,wenn ich von einer Sache absolut überzeugt bin.
Nicht ich habe die E-Mail an DCX geschickt,ich habe das Posting geklaut,habe ich aber auch geschrieben.
Ist auch egal,der Inhalt ist wichtig.
Aber hier zwei Herren bei dehnen ich mich wohl in 2004 bedanken muß:

Gruß
eboerse

[jens11]

@bluejeans
handreich
habe heute auch eine kleine Position nachgekauft.
Was grade genauso stabil ist : RMBS.

Gruss,
Jens

.

[Eboerse]

Eigentlich jetzt schon könnte,denn ich hatte SAP Anfang September gekauft und Januar rausgeschmissen.
Und mit Commerce One jetzt schon genauso viel verdiehnt als auch mit SAP.
Das Beste bei SAP waren nicht nur die 100%.Vielmehr hatte ich ein Limmit zum Kauf gesetzt.Ich dachte aber gehen die nicht über 400Euro gehen die weiter runter.
Und die haben auf 397.5 Eoro geschlossen.
Also nahm ich am nächsten Morgen das Limit vor Börsen Beginn raus.
Was ich nicht wußte,war das dies automatisch eine Kauforder ist.Ich hätte das Limit löschen müssen.
Und so hatte ich,da die Commerzbank mir blind vertraute,da immer alles korrekt war plötzlich die doppelte Anzahl Aktien.
Ich hatte nämlich 2 Std. später noch mals 50 Stücke geordert obwohl ich dafür gar kein Geld hatte,und nicht auf Liquidität überprüft wurde.
Habe bis heute keine Zinsen dafür bezahlen müssen.
Also insgesammt 100,aber nur Geld für 50.
Und das zufällig zu dem Zeitpunkt wo sie Punkt genau abhoben,Anfang Dezember 99.
Im Jannuar dann die 1000Euro!
Es geht weiter und bestimmt nicht mit 100% pro Jahr.
Der Markt ist so gewaltig.
Ich halte meine Stocks erst einmal bis Juni 2001 und July 2001 wegen der Speku-Frist.
Dann versuche ich je nach Marktlage noch einmal die Stocks zu vermehren,dann wieder 1 Jahr später bis 2004-2005.

[CrazyBroker]

@eboerse,

hast Du schon gefeiert oder warum verstehe ich Dein Posting heute nicht?

Bye Hansi

[Eboerse]

Hallo Crazy Brocker
Das vorletzte Posting ist eine Antwort an Rolf Braun,bez. DCX.
Im gleichen Posting,ein Euphorischer Ausflug auf die Besiegelung der Commerce One/SAP Kooperation,bildlich fest gehalten und ein danke schön im voraus.
An Hasso Plattner und Mark B Hoffmann.
Wobei Mark B Hoffmann natürlich der Patrik Head des B2B für mich darstellt.
Das letzte Posting ein kleiner Schwank aus meinem Leben.
Ich habe gute Laune,da hast Du recht.
Was soll ich sagen,ich bin mittel und langfristig nach wie vor absolut bullish.
Kurzfristig?
Die Sorgen habe ich wirklich nicht mehr.
Grüße Dich,
eboerse

[superbuschi]

Die nächste Rally kommt früher als einige denken!

CMRC- strong Buy!!!

[grete]

Erreicht C1 dieses Jahr noch 100Euro? Danke

[dorka]

Hallo,hier die neuesten Nachrichten:
www.commerceone.com/news/us/elink_lasvegas_record_attendance.html

Gruß,Dorka

[Erlenbacher]

CMRC Nachbörslich auf 65 Dollar gefallen!
So langsam geht mir das rumdümmpeln auf die Nerven. Fast jeden Tag kommen neue positive Meldungen und CMRC kann diese einfach nicht umsetzen bzw. ist nicht in der Lage einen langsamen stabilen Aufwärtstrend zu generieren(wie zB. Ariba). Jetzt geht es aus
Charttechnischer Sicht erst mal wieder runter auf 55-60 Dollar.
Bei 72 halten halt einfach gewisse Leute den Deckel drauf.
Stay so Long.

[robby.r]

hat mit gewinnwarnung von intel zu tun.

[AndyBusch]

@Erlenbacher: der ganze Technologie-Markt bricht nachbörslich weg. Intel Gewinnwarnung (Technologie bell weather) unter 49 $ !!nachbörslich.
Morgen und die nächsten Tage wirds möglicherweise etwas unruhig. Ändert aber überhaupt nichts an den guten Aussichten für CMRC.

Augen zu und durch. Das sitzen wir auch noch locker aus.

grüße Andy

[Hemden]

weitere relevante Infos unter http://www.marketone.de/research/allgemein.php3?ID=10230 gefungen, dort sind auch die ganzen analysteneinschätzungen erleutert, ariba ist dort auch zu finden

[DimStar]

http://www.pantellos.com/index.html

"Life is pretty exciting around here these days," say Deborah Parker, Global Communications Manager at Pantellos. "We’re on the cusp of launching our corporate identity. In a few weeks, everything from the logo to the new web site will drive home the Pantellos concept. It’s all about parts converging to form a stronger whole - buyers, suppliers, participants and solutions coming together." To see exactly what Parker means, visit our web site at the beginning of October and find out more about our brand launch and other exciting developments."

Ich bin begeistert.

Pantellos Press Releases

Pantellos Announces First Commercial Transactions

WOODLANDS, TEXAS – September 21, 2000 - - Pantellos, the eMarketplace for the utility and energy industry, and Ontario Power Generation (OPG), a major North American electricity generating company, based in Ontario, Canada, announce the completion of the first commercial transactions powered by the Pantellos eMarketplace.

"We are very pleased at the outcome of this event for OPG, and feel that the success of this event sets a very positive precedent for the continued value that we expect to gain through Pantellos’ services," said Bill Smith, Vice President Supply Chain at OPG.

Pantellos hosted a successful auction event for OPG involving seven suppliers, approved by OPG. The suppliers bid on 6-month supply contracts for multiple lots of chemicals used in OPG plant operations. OPG used several of Pantellos’ market-making capabilities to prepare for and conduct the auction event. Dynamic solutions are only one of a fully integrated suite of supply chain capabilities currently under development.

"This is a landmark moment for Pantellos and its customers, and a major step toward realizing the vision and launching initial services," said Graham Collins, Pantellos COO.

More About Pantellos
Pantellos plans to be the leading provider of e-supply-chain solutions to all sectors in the electric, gas and water utility and energy industries. Pantellos will provide an open environment that will enable all customers to conduct supply chain activities and transactions through its secure, Internet-based eMarketplace. It is estimated that these services and solutions will provide significant benefits and cost savings to its participants, and make the North American utility and energy supply market dynamically accessible to all participants. Visit the Pantellos website at www.pantellos.com.

About Ontario Power Generation
Ontario Power Generation is a new company with a 93-year history. The company currently supplies about 85% of all electricity consumed in Ontario. It operates at arm`s length from its sole shareholder, the Government of Ontario. Ontario Power Generation is a major North American electricity generating company, based in Ontario. The company’s goal is to expand into new electricity markets, while operating in a safe, open and environmentally responsible manner.

[=>AlterSchwede]

Hi Rolf, hatte was gepostet für dich, war an deiner Meinung Interessiert & bin es noch
Bis dann
AS..

[whoracle]

Kann mir jemand sagen, wann die Quartalszahlen von C1 rauskommen?
Danke!
whoracle

[Illona]

19.10.00 ...

illona

[.Wurm.]

@yahoo


Ariba, Commerce One hog b-to-b spotlight
September 22, 2000 12:00 AM PT
by Adam Feuerstein

What a week in b-to-b land. Both Ariba (ARBA) and Commerce One (CMRC) held simultaneous user
confabs on opposite ends of the country, forcing analysts and journalists like me to risk serious whiplash to
soak it all in.

Spending 36 hours covering every product launch, corporate cheerleading session and engineering gabfest
is enough to make even the most fanatical b-to-b observer a bit surly.

So, what keeps someone like me so cheery? Drama! There was more than enough served up in Las Vegas
(Commerce One) and Miami (Ariba) if you knew where to look.

Here`s my take on the week`s action.

Competition burns hot

Executives from both companies are often loath to admit it, but the competitive fires burn white hot
between these two b-to-b heavyweights. And sometimes the gloves come off. There were several incidents
-- in speeches, off-hand remarks and hit pieces emailed to reporters -- where Ariba and Commerce One
each landed some body blows. That`s what makes covering this stuff so much fun.

No big customer wins

There wasn`t much in the way of big customer wins. Ariba and i2 Technologies (ITWO) bagged the
Transora exchange for the consumer products industry, as expected. Commerce One won eHitex, a
consortium exchange for the high-tech industry. Both companies promised more deals were in the pipeline,
but contractual loose ends prevented them from being announced. I guess we`ll have to be patient.

Who`s best for large, online trading exchanges?

Both Transora and eHitex bring up an interesting question: Which company, Commerce One or Ariba, has
the best strategy to tackle the supply-chain needs of large, online trading exchanges? Remember, the big
prize in b-to-b e-commerce is direct goods procurement -- allowing companies to buy online all the really
important materials that go directly into production. Neither Ariba nor Commerce One has the chops to
win this game alone, so they`re partnering, but in widely different ways.

Ariba and its two big partners, IBM (IBM) and i2 Technologies -- otherwise known as "The Alliance" --
are working to integrate the strongest features of their respective technologies, while allowing each
company to maintain its own identity.

Commerce One and SAP (SAP) have gone back to the drawing board, using each other`s software code
as the foundation for an entirely new product that will be jointly developed by a combined team of
engineers.

Over the course of their conferences, each company stressed the superiority of their approach, and
criticized the other guy for missing the boat. The truth is probably somewhere in between.

The sum of the parts of "The Alliance" are, indeed, quite strong, but patching together those parts is a huge
task, and one that has only just begun. And while Ariba and i2 try to convince everyone that they`re
buddies, there are few analysts who believe these two fiercely competitive companies can work together
forever.

On the other side, the SAP-Commerce One marriage seems stronger than observers had previously
thought. But developing a joint product between two independent companies carries a lot of risk, and more
customers must sign on the dotted line before this partnership can be judged a success.

[Marcus B]

Es gibt auch was positives der € steigtJetzt muß nur noch der Ölpreis fallen
0,8932

[CrazyBroker]

@Marcus B,

wenn der Euro steigt, c1 aber im Amiland fällt, dann trifft es uns erst einmal doppelt ( Bei Verkauf )!

Bye Hansi

[Marcus B]

Ist aber gut für die BörseOder willst Du C1 schon verkaufen?

[MUBARAK]

amerikanische notenbank stützt ezb "wir teilen die sorge um den euro"

[Dialektiker]

Wieso wird eigentlich der Nasdaq-Future schon den ganzen Tag nicht aktualisiert???
Der steht immer konstant bei minus 92 Punkten.

[barti]

hy dialektiker,

ist gerade limit up !! das bedeutet, vorbörslich gehts nicht tiefer !!!
das dürfte reichen

[Onkel 2]

@ barti,

was heißt es geht nicht tiefer? Bedeutet dies, daß der Future ausgesetzt ist und er in Wirklichkeit noch tifer stehen würde? Danke Dir für die Antwort.

[barti]

richtig, ausgesetzt ist er dann. wenn das nicht so sein
würde, stände er dreistellig im minus.

gruß

[Green_Ninja]

AirportHub.com, a Global Electronic Marketplace, Deploys Commerce One for B2B Auctions

BusinessWire
Friday September 22 8:05am

VANCOUVER, B.C. & PLEASANTON, Calif.--(BUSINESS WIRE)--Sept. 22, 2000--aeroVISTAS.net and Airports Council International - North America (ACI-NA) today announced that Commerce One, Inc. (Nasdaq:CMRC), the leader in global e-commerce solutions for business, will provide online RFP capabilities and auction services for the AirportHub.com e-marketplace. This will be a significant addition to the core suite of services currently provided for global airport communities.

The addition of Auction Services to AirportHub.com will enable members to move paper-based sourcing and selling on to the Web, speeding processes and ensuring up-to-date, accurate pricing of goods. Airport trading partners will benefit from new sourcing and selling capability, and will have the opportunity to seek and control new channels, increased profitability and a stronger ROI.

"We are very pleased to be working with Commerce One to provide these services to over 400 Airports across North America, as well as the hundreds of ACI affiliated airports around the world," said Curt Ketchum, president and CEO of aeroVISTAS.net. "Our ultimate goal in this area of our services is to provide a centralized site whereairports and their suppliers canstreamline their auction and procurement process by conducting their business electronically."

"By adding Commerce One Auction Services to the AirportHub.com site, we believe airport trading partners can quickly and easily participate in real-time auctions, ensuring that they benefit from prices that reflect true market conditions," said Liron Petrushka, vice president of Auction Services for Commerce One. "We believe that with this e-procurement service, aeroVISTAS.net can enable airports to remain competitive and cost-efficient."

Commerce One offers a real-time bidding solution for buyers and sellers that includes eRFP/RFQ, forward auctions and exchanges. It is expected that the airport community will be able to use the AirportHub.com marketplace to participate in real-time RFP opportunities to more efficiently source a variety of goods and services such as airfield lighting, consulting services, ground handling services and equipment, and runway rubber removal services. AirportHub.com will also allow small and medium businesses to tap into the global airport industry, thereby expanding market opportunities and increasing competition for material, components and services that are sold to airports.

"At DFW International Airport we are always exploring avenues to help us operate in a more efficient and effective manner. Using AirportHub to conduct business online is another step in that direction," said Hildred Pepper, vice president, procurement and materials management, Dallas-Fort Worth International Airport.

Vancouver International Airport, the second largest airport in Canada, also plans to implement AirportHub eRFP and Auction Services. "Using leading technology and services such as Airporthub.com furthers our goals of decreasing procurement costs and redirecting those savings into improved airport facilities. We are looking forward to using AirportHub to assist us with the disposal of assets and with other future electronic procurement needs", said Chris D`Silva, manager, corporate procurement services for the Vancouver International Airport Authority.

[Trebusch]

Hornblower - Im Blickpunkt: Commerce One (CMRC)/ SAP
Derzeit bilden sich zwei große Allianz Blöcke im B2B Softwaregeschäft für Marktplätze. Das Rennen um die Spitzenposition ist lange nicht entschieden. Auf der einen Seite stehen Ariba (ARBA), I2 Technologies (ITWO) und IBM
(IBM), auf der anderen Seite Commerce One (CMRC) in Verbindung mit der deutschen SAP (SAP3 GR). Im Fußball wären wir derzeit in der 50 Minute und Commerce One/SAP haben gerade ein Tor geschossen und damit den Rückstand auf 6:4 verringert. Commerce One und SAP gaben gestern bekannt, das sie die Software für die australische B2B Exchange von Broken Hill Proprietary (BHP), Amcor (AMCR), Pacific Dunlop (PDLPY) and Foster`s Goodman Fielder und anderen australischen Unternehmen mit Software versorgen werden. Die Unternehmen werden über die Börse Bürogüter einkaufen.

Quelle: www.boerse.de / Rubrik Marktberichte

Trebusch

[Eboerse]

Hallo Zusammen
Der Artikel dazu:
Marktplatz Nr.4 laut The Street Com
Nach Ehitex,Enporium und die Cable and Wireless nun corProcure

Commerce One/SAP Partnership Scores Again
By Joe Bousquin
Senior Writer
9/21/00 7:12 PM ET



Mark up No. 5 for Commerce One (CMRC:Nasdaq - news) and SAP (SAP:NYSE ADR - news).

corProcure, a business-to-business Internet exchange being launched by 14 big Australian companies, said Thursday that it will use software from the partners to power the venture. The announcement had been expected by analysts for several weeks.

corProcure is the fourth new customer for the Commerce One/SAP partnership, which was announced in June. In addition, one customer, eHitex, was initially landed by Commerce One but will use the companies` combined software.

corProcure, which will peddle things like office supplies and computers that companies need to run their day-to-day operations, was founded in July by Broken Hill Proprietary (BHP ADR:NYSE - news), Amcor (AMCR ADR:Nasdaq - news), Pacific Dunlop (PDLPY ADR:Nasdaq - news) and Foster`s Goodman Fielder, among others. The founders say they spend about $4.3 billion annually on these so-called "indirect" goods.

In addition to corProcure and eHitex, Commerce One and SAP will power Enporion, an Internet exchange in the energy industry. They`ll also run a digital marketplace for telecommunications giant Cable & Wireless (CWP:NYSE ADR - news), and an exchange in the metals and mining industry that doesn`t have a name yet.

"We have developed and delivered a total technology solution for the initial phase of corProcure`s development," Cameron Moroney, corProcures interim CEO, said in a statement. "Commerce One and SAP will build the engine for corProcure."

PricewaterhouseCoopers, which recently beat out IBM (IBM:NYSE - news) to do consulting for an exchange in the food industry called Transora, will perform infrastructure and integration work for corProcure.


--------------------------------------------------------------------------------

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Gruß
eboerse

[Eboerse]

Hallo Zusammen
Ein großes Analysten Treffen vom 1-3 Oktober.

The B2B Analyst - U.S. Bancorp Piper Jaffray`s Weekly B2B Newsletter, Volume 1, Number 35 -
FRIDAY, SEPTEMBER 22, 2000 11:19 AM
- BusinessWire

MINNEAPOLIS, Sep 22, 2000 (BUSINESS WIRE) -- The B2B Analyst Is Published Each Friday And Delivered Free To Subscribers Via e-Mail.

Jon M. Ekoniak, 650-233-2278, [e-mail] Timothy M. Klein, 612-303-5544, [e-mail]

To subscribe, go to http://www.gotoanalysts.com/b2bsubscribe/

UPCOMING EVENTS

BOSTON - Upside e=B2 Forum October 1-3, 2000 Sheraton Boston Hotel, Boston

Please join us for an exciting new conference produced by Upside Events -The e=B2 Forum - taking place October 1-3 in Boston. U.S. Bancorp Piper Jaffray`s B2B Analysts, Jon Ekoniak and Timothy Klein, will co-host the event, which brings together the brightest minds and the most intelligent thinking in e-business for an insiders` look at the next wave of B2B.

Speakers for the conference include Dave Perry of Ventro (a), Chuck Donchess of Commerce One (a,c), Pat Toole of IBM B2B Solutions, Pehong Chen of BroadVision (a), and Frank Moss of Strategic Software Ventures.

For more information and to apply to attend the conference, go to http://www.upsideevents.com/eb2/pj

Each Friday morning Jon and Tim conduct a live interview with RadioWallStreet. To listen live, go to radiowallstreet.com at 9:00a.m. PST. Interview archives are also maintained on the RadioWallStreet Web site.

September 22, 2000
In This Week`s B2B Analyst: I. INDEX - U.S. Bancorp Piper Jaffray B2BEC Index II. Market Insight - B2B Hits South Beach And Vegas III. B2K IV. Weekly News V. Filings & Pricings

I. INDEX - U.S. Bancorp Piper Jaffray B2BEC Index
Close: 150.60 Past week: -6.05 (-3.86%) Past month: +17.33 (+13.00%) Since inception (7/1/99): +50.60 (+51.00%)

Despite all the hype around eLink 2000 and LIVE Miami 2000, it was another rough week for B2B. The Index was down 3.86% and several stocks took big hits, including Healtheon (a), ICG (a), Clarus (a,c), and Neoforma.

II. MARKET INSIGHT - B2B Hits South Beach And Vegas
As if the sunshine, craps tables, and Latin rhythms were not hot enough, Las Vegas and Miami each received full helpings of B2B mania this week, with Commerce One and Ariba hosting eLink 2000 and LIVE Miami 2000, respectively. Among other things, conference attendees were treated to management briefings, customer workshops, and keynote speeches by the likes of Lou Dobbs and Tom Peters. Overall, both events were celebrations of the B2B market`s strong momentum; even Jim Belushi showed his bullishness on the sector, providing music and entertainment at both events! But all hype aside, we believe that the events were a testimonial to the phenomenal growth we have seen as of late in the B2B market, from which both companies have benefited tremendously.

There were numerous announcements during both events. Ariba discussed its Network Connect program, provided a demo of the new functionality within Ariba Buyer 7.0, and touted its joint i2 (a)/Ariba win of Transora, a CoBAM (Consortium of Brick-And-Mortar players) formed by more than 50 leading consumer products companies such as Coke (a), Hershey, and P&G. Commerce One announced that its partnership with SAP was official, provided an overview of the partnership`s MarketSet and Enterprise Buyer products, and announced the partnership`s win of eHitex, a high-tech CoBAM founded by Compaq (a), HP, Solectron (a), and others.

Two major themes that emerged from the events were the focus on private marketplaces and direct procurement. While the early days of B2B saw more focus on many-to-many models, such as public exchanges and more recently, industry consortia, as of late there has been much talk about one-to-many models, or private marketplaces. Both Commerce One and Ariba are attacking this segment aggressively, with Commerce One attempting to leverage the installed enterprise customer base of its partner SAP, and Ariba looking to build upon its many wins within the internal enterprise procurement market. This segment is now forecast to represent a major chunk of B2B e-commerce activity; according to the Gartner Group, in 2004, B2B e-commerce within extranet and private marketplace environments is expected to represent more than 50% of the total B2B market. Direct procurement has long been recognized as a larger, yet much more complex market than indirect procurement; Commerce One estimates that this portion represents approximately 60% of the overall B2B market opportunity. Again, both companies are eager to play in this segment, with Ariba recently acquiring SupplierMarket.com, and Commerce One building upon the experience and expertise of SAP.

Overall, the tone of both events was extremely upbeat, reflecting the growth of both companies` businesses as of late. Ariba and Commerce One`s collective revenue in recent quarters has provided clear evidence of the tremendous demand that exists from both enterprise customers and marketplaces, and the thousands of potential customers in attendance at both events seemed to signal that there is no slowdown in sight. In our view, we are still in the early stages of the B2B market`s evolution and there is plenty of room for additional growth. Ariba put this fact in perspective, estimating that of the world`s top 3,000 revenue-generating organizations, less than 10% have invested in an enterprise e-commerce solution.

Given all of this, it appears clear that both companies have bright futures. But many investors are still grappling with the question of which company will emerge as "the winner." We believe that it is still too early to say, and believe that both companies will enjoy great success in the next couple of years. Yet we believe that the two companies are becoming even more direct competitors by the day. While in the past many have seen Ariba as more focused on enterprises and Commerce One on marketplaces, we believe that it is clear from the i2/Ariba/IBM and Commerce One/SAP partnerships and their recent moves that each company is looking at the entire B2B landscape. Moreover, it is clear that each company`s ultimate goal is own the entire "network" of B2B e-commerce participants, be they enterprises or marketplaces. Tune in next month for comments on each company`s quarterly results, and watch this column in the future as the battle heats up further.

III. B2K - The State-Of-The-Art And Science Of Valuations
Measuring worth is always a fascinating exercise and particularly so in the world of technology companies. Investors, companies, and observers all exert great energy to determine what a company or stock is worth. Over the past few years, this discussion has risen to new levels as valuations have entered the stratosphere. The resulting challenge for the Street has pushed analysts to new levels of spreadsheet gymnastics as contenders strive to create a killer "maneuver" not unlike the efforts this past week in Sydney, Australia. At the core of the challenge is the fact that the vast majority of the high-flying technology issues (while generating tremendous revenue growth) have not proven their capabilities at generating profits. With such reduced visibility on profitability, the Street has had little choice but to resort to using a comp group based on multiples of forward revenues to value these stocks. This methodology has repeatedly been declared as "fundamentally unsound" by many critics, yet today remains the most common tool for understanding relative valuations. One of the most popular alternatives has been the practice of discounting future earnings or cash flows, a la the biotech sector. This latter approach is certainly nobler, but the challenge lies in determining the viability of such extended projections that might require five years or more for meaningful profits to discount.

To gain some perspective, we looked back in recent history to identify precedents for today`s current elevated valuation environment. With our focus on e-business applications, we collected data for more than 50 leading software companies and compared their revenue multiples over the last 10 years. What we found was somewhat surprising and revealing. While some of the current valuation levels were found in companies soon after their IPOs; in general, we are in relatively uncharted territory. Largely across the board, valuations in this sector, and in tech, hit an inflection point beginning around 1997. Consequently, we have a situation in which Microsoft is valued at twice its revenue multiple of 10 years ago, despite growing two-thirds more slowly. Similarly, market leaders such as Seibel, i2 Technologies, and BroadVision currently trade at levels comparable to their IPO days despite growth rates that are more than 50% lower. We believe that the Internet is largely responsible for the rise in valuations through two main effects. First, the Internet has created a technology revolution that has spurred the growth of countless new businesses never before possible. Second, the Internet has improved the flow of investment information allowing everyone the opportunity realize a "ten-bagger" with the next eBay (a) or Ariba; and as a result, the large inflow of money chasing a relative few names has brought us to the valuations we see today.

So now that we have traced what seems to be the starting point for what has become, in many respects, a public venture capital market, we can begin to posit some hypotheses. During the early to mid-nineties, the predominant business minds turned its attention to re-engineering, efficiency, and quality control, all in an effort to increase profit share. Adrian Slywotzky, a partner with Mercer Management Consulting, declared in the business best seller, The Profit Zone, that "market share was dead," compellingly supported by historical data that correlated a company`s rising stock value with rising profits, and not market share. Around 1997 was when the Internet rose to prominence, beginning with Amazon`s (a) IPO and Yahoo!`s (a) spectacular rise in stock price, as investors learned of new markets that became bigger (almost by the minute) as analysts introduced dueling forecasts.

With the Internet as the new business frontier and the public markets providing the funds for the land grab, market size and share have risen to new prominence. While market size estimates vary in quality, the Street has a keen focus on revenues and revenue growth. This focus, combined with a huge investor appetite for high-flying Internet IPOs, has resulted in the phenomenon we have observed over the past few years--public venture capital. This environment of largely untested and unproven models receiving public investment funds has corrected quite a bit in the past six months, but that restriction in new issues has also served to put pressure valuations for the existing leaders until more quality companies can pass the higher IPO threshold.

The good news is that with this year`s market correction (given today`s potential tech turbulence--it remains a bit early to put this in the past tense) we have seen a renewed sense of urgency around profitability. This makes it increasingly more feasible to calculate more reliable discounted valuation models and focus on a Company`s earning potential. While the opportunity to base valuations at some level on earnings potential is encouraging, this only explains the baseline. Companies will receive discounts or premiums to this baseline due to a number factors including management quality, market size/share, clarity of the "story," levels of competition, and visible near-term catalysts. While visibility on profits should help with the science, interpreting these various factors is the art.

IV. WEEKLY NEWS

-- Compaq signed a two-year sales and marketing deal with
Commerce One to speed development and growth of online
exchanges. Under the agreement, Compaq will be an authorized
reseller of Commerce One products while Commerce One will make
Compaq its preferred hardware provider for computer servers
running Windows NT-based servers.

-- Builders FirstSource, Building Materials Holding Corp. (#),
Carolina Holdings, 84 Lumber, Lanoga, Payless Cashways, and
Wickes are joining forces to establish an e-marketplace.

V. FILINGS & PRICINGS

Filings

eboerse

[Brodo]

@ alle,
kann es sein daß der Kurs bei den Amis künstlich unten gehalten wird: sobald die 71 $ erreicht wurden ( ca. 11.30 Uhr) gab es fast nur noch Orders mit einer Größe von 5000-10000 Stck ?? Sinkt der Kurs dann, werden auch die Blöcke kleiner.

Gruß Brodo

[SteffenP]

!

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

[DimStar]

SteffenP,
das ist für mich eine erstaunliche Meldung und ehrlich gesagt kann ich damit nicht viel anfangen. Ich habe großes Potential darin vermutet, daß C1 die BuySite an viele viele einzelne Lieferanten lizensieren könnte, wenn die großen Exchanges erstmal als Verkaufskanal akzeptiert und zunehmend genutzt werden würden. Der ERP-Markt im Mittelstand ist bekanntlich sehr fragmentiert, SAP ist nur bei den Großkunden führend. Demzufolge werden sich viele Mittelständler weigern, das Produkt "Enterprise Buyer" als Upgrade mit e-procurement-funktionalität zu adoptieren - ganz im Gegensatz zur "BuySite", die über die connectivity zu allen ERP-Systemen verfügt. Mich würde deshalb mal die Meinung von Andy, Ronny oder anderen dazu interessieren.


Abteilung Gerüchte:
Neue Kunden könnten das AEC Venture, das Energy Utilities Consortium, Airnewco, das Steel Consortium oder das Building Materials Consortium sein, da SAP jeweils über bestehende Kunden in diesen Kreisen verfügt. Dies sind Hochtief bzw. RWE und Endesa (auch C1-Kunde) bzw. American Airlines und Air France bzw. Arbed bzw. Heidelberger Zement und Lafarge. Die Exchange ForestExpress gehört C1/SAP m.E. sicher, da alle Firmen SAP-Kunden sind.

[DimStar]

bzgl. arba/itwo-produktintegration
http://www.amrresearch.com/BreakingNews/default.asp?i=604

[rifraf]

Hallo CMRC-Gemeinde..

..denke Ariba wird eines Tages lernen muessen, dass ausserhalb USA auch Geld verdient werden kann..
CMRC wird vormachen wie das geht..

bye ... rifraf

[Eboerse]

Hallo Zusammen
Wie in Ukruups Thread schon einmal gepostet,UDDI wird Standard.
Eine sehr wichtige Entwicklung für den Handel auf Portalen.
Die Software der Verschiedenen Unternehmen und die verschiedenen Protokolle erlauben es oft nicht,ein Geschäft vollständig über das Netz/Portal abzuwickeln.Denn oft können die Software Systeme der "beiden"nicht ausreichend kommunizieren,um eine pure Computerverbindung automatisch zu erlauben.
Dies ist,ich ich nehme das Beispiel Covisint auch der Grund,warum der Ausschreiber sich über die Lieferbedingungen per Telefon mit dem Lieferanten verständigt.
Dem soll UDDI ein Ende setzten.Wie in einem Telefonbuch können sich Unternehmen eintragen,inklusive Geschäftsfeldern und technischer Anbindung.So soll der neue Standard die Problemlose Verbindung zwischen den Handel treibenden Unternehmen herstellen.
Dies bedeutet eine starke Vereinfachung der Implementierung von Software.
Und bedeutet M.E nach eine deutliche Beschleunigung und dadurch auch eine enorme Verbesserung des Handels auf den Portalen.
Ein schöner Nebeneffekt ist natürlich,das mit dem Transaktionsvolumen auch die Transaktionsgebühr steigt.
Wie in Ukruups Thread schon eimal gepostet fügt sich Orakel hier schweren schaden zu,sollten sie nicht doch noch einlenken und sich an dem Standard beteiligen.Denn würde es dann so aussehen,das die Anbindung der Kunden Orakels z.T nicht möglich ist.
Es kann doch nicht sein,das Larry Ellisson so dämlich ist und sich nur wegen dem enormen Haß den er gegen Hasso Plattner und Bil Gates pflegt dagegen verweigert.Egal,damit eleminiert er sich dann selber.

Hier die Beteiligten Unternehmen:


Über UDDI (www.uddi.org) ist UDDI eine ausgedehnte Koalition von Technologie und Geschäftspartnern zum beschleunigen der Intergration im B2B.
Bauteilfirmen American Express Co., Andersen Consulting, Ariba Inc., Bowstreet, Cargill Inc., Clarus Corp., Commerce One Inc., CommerceQuest Inc., Compaq Computer Corp., CrossWorlds Software Inc., Dell Computer Corp., Descartes, Extricity Software Inc., Fujitsu Ltd., Prairien, i2, IBM Corp., Internet Capital Group, Loudcloud Inc., match21, Merrill Lynch u. Co. Inc., Microsoft Corp., NEON, Nortel Networks Corp., NTT Communications, Corp., printCafe, Rational Software Corp., RealNames Corp., Sabre Holdings Corp., SAP AG, Sun Microsystems Inc., TIBCO Software Inc., Ventro Corp., Versata Inc., VeriSign, VerticalNet Inc. und webMethods Inc.


Der Original Artikel:
http://www.netmarketmakers.com

printCafe Joins UDDI Standards Project; Collaborates With Industry Leaders to Accelerate Business Integration and e-commerce
FRIDAY, SEPTEMBER 22, 2000 1:25 PM
- PRNewswire

PITTSBURGH, Sep 22, 2000 /PRNewswire via COMTEX/ -- printCafe(TM) today was named as a member and advisor to the Universal Description, Discovery, and Integration (UDDI) Project, a cross-industry initiative designed to accelerate and broaden business-to-business integration and commerce on the Internet.

printCafe is the first, and currently, the only participant in UDDI from the Graphic Arts Industry. Ron Hyland, CTO & Vice President, has been accepted to the advisory board on behalf of printCafe.

Introduced in September, UDDI is the first cross-industry effort driven by platform and software providers, marketplace operators, and e-business leaders such as Ariba Inc., Commerce One Inc., Microsoft Corp., and IBM Corp., among others. These technology and business pioneers are acting as the initial catalyst to quickly develop the UDDI standard in an effort to create a platform-independent, open framework for describing services, discovering businesses, and integrating business services using the Internet.

The UDDI standard takes advantage of WorldWide Web Consortium (W3C) and Internet Engineering Task Force (IETF) standards such as Extensible Markup Language (XML), and HTTP and Domain Name System (DNS) protocols. Additionally, cross platform programming features are addressed by adopting early versions of the proposed Simple Object Access Protocol (SOAP) messaging specifications. The UDDI standard is the building block that will enable businesses to quickly, easily, and dynamically find and transact with one another using their preferred applications.

printCafe, a provider of business management software solutions for both the buyer and supplier sides of the printing and publishing industries, integrates its products and services with e-commerce functionality via custom-branded Web sites developed and hosted by printCafe for their customers. As a UDDI member, printCafe will help steward the evolution of the UDDI specification and share in the operation and oversight of the UDDI Business Registry service.

"printCafe recognizes that an inclusive, cooperative approach to establishing open standards is critical to delivering high-performance e-commerce technologies to the print and publishing industry," said Marc Olin, Co-CEO of printCafe. "We plan to make key contributions to the UDDI effort as part of our PCX initiative as a further demonstration of our commitment to adopt a variety of relevant industry standards. We look forward to the UDDI Business Registry becoming a core component of our e-procurement offerings."

About printCafe (www.printcafe.com)

printCafe, Inc. was created in January 2000 through the combined initiatives of Prograph, a leading provider of print management and publishing software, and CreoScitex, a division of Creo Products, Inc. (Nasdaq:CREO;TORONTO:CRE), a global supplier of digital prepress solutions. printCafe provides leading-edge software and MIS/ERP solutions as well as tools that automate the business cycle of printing and publishing, and the production process. printCafe`s approach integrates the most widely used print management systems with a powerful e-commerce engine enabling users to specify virtually any type of print project, obtain estimates, manage B2B transactions, monitor ERP information, set up all stages of the production process, track the status of a project in real time, manage invoicing, and report on a broad range of performance summaries and analyses. Services and applications are designed for a wide range of print projects from complex magazines and books to medium-to-small projects such as collateral materials and business cards. printCafe software applications are used by more than 7,000 print buyers and printing facilities worldwide, including 19 of the 25 largest publications and commercial printers in North America. In addition, participants from 430 companies have used printCafe`s e-commerce solution since its introduction in May 2000. printCafe has a strategic alliance with Hewlett-Packard Company and recently announced customers Mail- Well and Time Warner.

About UDDI (www.uddi.org)

UDDI is a broad coalition of business and technology leaders focused on accelerating business-to-business integration and commerce on the Internet. Member companies American Express Co., Andersen Consulting, Ariba Inc., Bowstreet, Cargill Inc., Clarus Corp., Commerce One Inc., CommerceQuest Inc., Compaq Computer Corp., CrossWorlds Software Inc., Dell Computer Corp., Descartes, Extricity Software Inc., Fujitsu Ltd., Great Plains, i2, IBM Corp., Internet Capital Group, Loudcloud Inc., match21, Merrill Lynch & Co. Inc., Microsoft Corp., NEON, Nortel Networks Corp., NTT Communications, Corp., printCafe, Rational Software Corp., RealNames Corp., Sabre Holdings Corp., SAP AG, Sun Microsystems Inc., TIBCO Software Inc., Ventro Corp., Versata Inc., VeriSign, VerticalNet Inc. and webMethods Inc. are among the first to endorse and collaborate on UDDI.

printCafe and the printCafe logo are trademarks of printCafe IP Management, Inc. printCafe, Inc. has included in this press release certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 concerning printCafe`s business, operations and financial condition. The words or phrases "can be," "will," "expects," "intends," "may affect," "may depend," "believes," "potential," "estimate," "project" and similar words and phrases are intended to identify such forward-looking statements. Such forward-looking statements are subject to various known and unknown risks and uncertainties and printCafe cautions you that any forward-looking information provided by or on behalf of printCafe is not a guarantee of future performance. Actual results could differ materially from those anticipated in such forward-looking statements due to a number of factors, some of which are beyond printCafe`s control, in addition to those discussed in printCafe`s other press releases, public filings and statements by printCafe`s management, including (i) the volatile and intensely competitive nature of the market for print management solutions, (ii) changes in domestic and foreign economic and market conditions, (iii) the impact of past and future acquisitions on printCafe`s business and financial condition and (iv) the fact that the market for electronic commerce solutions for the printing industry is subject to rapidly changing technologies and increasing customer demands. All such forward-looking statements are current only as of the date on which such statements were made. printCafe does not undertake any obligation to publicly update any forward-looking statement to reflect events or circumstances after the date on which any such statement is made or to reflect the occurrence of unanticipated events. You should not place undue reliance on these forward-looking statements.

SOURCE printCafe, Inc.
Gruß
eboerse

[SteffenP]

SAPMarkets und Commerce One liefern gemeinsame Produkte aus

Las Vegas, 20.9.2000. Commerce One und SAPMarkets kündigten auf der Anwenderkonferenz von Commerce One, eLink 2000, die sofortige Verfügbarkeit ihrer gemeinsam entwickelten Produkte MarketSet und EnterpriseBuyer an. Diese Gesamtlösung für Internet-Marktplätze und elektronische Beschaffung vereint die Marktplatz-Infrastruktur von Commerce One mit Applikationen für E-Procurement, Logistik, Produktplanung und betriebliche Datenanalyse von SAP und SAPMarkets.


Das Dream Team hat seine erste gemeinsame Lösung an erste Marktplatz-Kunden ausgeliefert: einen von 16 Unternehmen aus der Bergbau- und Metallindustrie gegründeten Online-Beschaffungsmarktplatz mit einem Handelsvolumen von 200 Milliarden US-Dollar sowie Enporion, einen offenen globalen Marktplatz für die Versorgungswirtschaft, der von fünf amerikanischen Versorgungsunternehmen ins Leben gerufen wurde. Beide Marktplätze sollen noch in diesem Jahr in Betrieb gehen.
Service- und Supportangebote
SAPMarkets bietet mit einer umfassenden Sammlung von Service- und Supportleistungen die komplette Infrastruktur zum risikofreien Betrieb elektronischer Marktplätze. Service und Support sind der entscheidende Faktor bei der Übertragung wichtiger Geschäftsprozesse auf Online-Marktplätze. Die Services von SAPMarkets führen durch die Phasen des Projektstarts, sorgen für eine schnelle Einführung und gewährleisten den effizienten Betrieb und die unkomplizierte Wartung des Marktplatzes. Zu einem monatlichen Pauschalpreis stehen den Betreibern Hosting-Lösungen zur Verfügung. Support und Zusatzservices sichern das Einhalten knapper Einführungsfristen und garantieren die langfristige Rentabilität des Internet-Projekts.
Direktzugang zu elektronischen Marktplätzen
SAP Internet Sales und SAP Online Store, die SAP-Lösungen für den Online-Verkauf im Business-to-Business-Bereich, bieten Lieferanten einen Direktzugang zum MarketSet, der gemeinsamen Marktplatzlösung von SAPMarkets und Commerce One. Auf der Basis offener XML-Standards ist MarketSet offen für zahlreiche Einkaufs- und Verkaufslösungen sowie verschiedene Dienstleister. Anbieter elektronischer Marktplätze können somit Käufer und Verkäufer zusammenführen und zügig von den Geschäftspotenzialen des Internets profitieren. Aufgrund der schnellen und einfachen Implementierbarkeit sind SAP Internet Sales und SAP Online Store für diejenigen der mehr als 13.000 SAP-Kunden, die als Lieferanten in den elektronischen Handel einsteigen möchten, die erste Wahl unter den Verkaufslösungen.
Weitere Informationen:

www.sapmarkets.com

[AndyBusch]

@DimStar:
Interessanter Artikel bzgl des Verhältnisses von I2/ARBA.
Der Klebstoff ist IBM, sonst wären die Fliehkräfte zu stark. Das ist schon seit Monaten mein Eindruck.

Komischerweise sind alle euphorisch , dass CMRC die weitere Entwicklung von BuySite einstellt. Ich weiß noch nicht was daran gut sein soll.
Mir als CMRC-Aktionär wäre es lieber gewesen, BuySite wäre weiterentwickelt worden.

Die einzige Erklärung, die ich habe ist, dass dieses Joint-product EnterpriseBuyer sehr stark sein muss.
Der Zug wird in Richtung e-procurement für direkte Güter abfahren und genau da liegt der Fokus von EnterpriseBuyer und da wird sich auch die Spreu vom Weizen trennen.

Diese großen Transaktionsvolumina sind nicht mit dem e-procurement indirekter Güter zu generieren. Das wird in ein paar Jahren Schnick-Schnack sein.

Inwieweit EnterpriseBuyer auch indirekte Güter abdeckt, skalierbar und in andere ERP-Systeme integrierbar ist, läßt sich im Moment noch nicht sagen.

Wir müssen uns wohl auf die Aussage von Donchess verlassen:

"There were clearly some strong feelings and a lot of debate [within Commerce One] about BuySite," Donchess adds. "But the joint solution is the product customers want."
Includiert das alle Kunden?

Joint software isn`t the only thing cooking with the companies. Mayur Shah, president of SAP unit SAPMarkets, says the duo could have four to five more customers by the end of October
Lassen wir uns wieder überraschen.


Aber warum nicht das eine tun und das andere nicht lassen? Warum also nicht BuySite weiterentwickeln?

Was mir auch unklar ist, wie der revenue-split zwischen C1 und SAP aussieht.

grüße Andy

[Eboerse]

Hallo Andy Bush
Ich habe den Artikel so verstanden,das die Buy Site in die EnterpriseBuyer übergeht,die von Commerce One und SAP entwickelt wird.
Also ein zusammenführen von BuySite und EnterpriseBuyer,kein verschwinden der BuySite.
Wie das aber bez.der Abrechnung zwischen Commerce One und SAP funktionieren soll?
Da sind die Stimmen der Analysten ja schon vorsichtig von einer Partnerschaft zu einer Teilhaberschaft übergegangen.

The company will roll BuySite, the software that helped make it famous in the B2B world, into EnterpriseBuyer, the software it has developed with SAP. It won`t spend more time developing BuySite as a stand-alone product.

Gruß
eboerse

[Eboerse]

Hallo Zusammen
Weiterhin herscht ein bischen Euphorie über die Entscheidung Commerce One/SAP gemeinsamme Software zu entwickeln und diese zu verkaufen.
Die Analysten denken dies könnte zu einer Überraschung/Katalysator für die weitere Ertragsentwicklung Commerce One,s führen.

For Commerce One, the jointly developed software could become a short-term catalyst. Until recently, Commerce One has focused on setting up big industrial exchanges on the Internet, such as Covisint, through which major automakers will buy and sell supplies. But few of those exchanges are up to speed at this point, which means they`re doing little for Commerce One`s revenue. Selling software, however, does provide immediate revenue, something competitor Ariba has shown. (TSC wrote a recent story about Commerce One`s prospects.)

Da sie sich nicht sicher sind ob das Gewinnmodell im nächsten Jahr tatsächlich so generiert werden kann wie gewollt.


"If they start focusing more on the SAP software extensions, then that could help impact their near-term revenue," Upin says. "Because even though they`ve made many, many big deals, we won`t know if the Commerce One model is really going to be a powerful growth model until the middle of next year at the earliest."



Gruß
eboerse

Gruß
eboerse

[SteffenP]

Wenn ich mir die beiden von mir zuletzt geposteten Artikel nochmals und nochmals durchlese und übersetze und versuche eine Strategie zu erkennen komme ich zu dem Schluß, dass es nur noch eine Frage der Zeit ist, wann eine Fusion der beiden Unternehmen vermeldet wird.
The commitment by SAP to make this partnership work is as strong as I`ve ever seen," says Eric Upin
Oder einer der beiden unterbreitet ein Übernahmeangebot an den anderen; wenn das einträte:hoffentlich verliefe das friedlich (friendly takeover), ohne in den Geruch der Selbstzerfleischung zu geraten.

Man darf auf gar keinen Fall vergessen:

Hier geht es um einen Zukunftsmarkt gigantischen Ausmasses und alle involvierten stehen in den Startlöchern, bilden Allianzen, um sich zu positionieren.

Und vor allem: Hier geht es um Geld, um sehr viel Geld und um nichts anderes und: Kapital ist grausam!

If they start focusing more on the SAP software extensions, then that could help impact their near-term revenue," Upin says.

For Commerce One, the jointly developed software could become a short-term catalyst.

Also: wer schluckt wen???

[Eboerse]

Hallo Steffen P
Das glaube ich ehrlich gesagt nicht.
Ich kann mich da auch an ein Interwiev erinnern in dem Hasso Plattner und Mark B Hoffmann dies völlig ausgeräumt haben,dies wird in dem Artikel ja auch wieder gegeben.
Ich denke das sind Gedankenspiele der Analysten.
Dies ist allerdings wirklich interessant:

Wenn sie jetzt anfangen ihre Fokussierung der SAP Software auszubauen,dann könnte es ihnen helfen ihre kurzfristigen Quartalsergebnisse zu verbessern.

If they start focusing more on the SAP software extensions, then that could help impact their near-term revenue," Upin says.


Für Commerce One,könnte die gemeinschaftlich Entwickelte Software ein kurzfristiger Beschleuniger werden.

For Commerce One, the jointly developed software could become a short-term catalyst

Gruß
eboerse

[AndyBusch]

es gibt ein interview von thestreet.com mit M.H:

Hoffman nimmt Stellung zu verschiedenen Themen wie
- business model,
- MK spread zu ARBA
- Anteil an Transaktionsgebühren
- der Zusammenarbeit mit SAP
- zu Fragen wieviele exchanges es in Zukunft geben wird
- transora
- ...

http://www.ragingbull.altavista.com/mboard/boards.cgi?board=…

grüße Andy

[serano]

ich frage mich, welchen Anteil an dem run up tatsächlich auf C 1 entfällt - und wieviel auf B2B insgesamt.
Montag bis Freitag:

ITWO + 9,9 %
C 1 +16,2 %
Arba +17,2 %
FMKT +21,2 %

..........aber auch:
VERT - 1,3 %

..........und der Hammer, völlig unbemerkt:
PPRO +51,0 %

Meinungen dazu? Also, wenn PPRo nur wegen des angekündigten Splits so nach oben ging, dann heißt das doch: viel heiße Luft im Sektor.
Hier wird getradet, nicht investiert.

[DimStar]

guter Artikel, Andy
bzgl. dem artikel von gestern habe ich C1 eine mail geschickt. Ich glaube, daß man die Aussage von Donchess, beide müssten Opfer bringen für voll nehmen muß. SAP erhofft sich sicher mit dem kombinierten Produkt weitere erp-marktanteile zu gewinnen, während C1 schnell Zugang zu vielen großen accounts bekommt, sich aber für die Zukunft eines großen Potentials beraubt, wenn "Enterprise Buyer" nicht modular verfügbar sein wird. ich interpretiere die sache momentan so, daß SAP die Aufgabe von BuySite als Voraussetzung für die Partnerschaft gestellt hat. ich glaube zwar nicht an eine antwort, werde sie aber ggflls. posten.

PPRO ist in der AOL-B2B-Initiative für kleine Firmen involviert, die vor einer Woche gestartet ist.

http://www.auto-asia.com/enews/enews.2000.09.23.04.shtml
...
Asked about Covisint, the global mega-exchange founded by Ford, GM and DaimlerChrysler which has just received preliminary permission to trade by the US authorities, Larson said India will surely be drawn in. "Covisint will be continued in India and we are also open to the idea of Indian automobile companies joining this portal but not as equity partners.

"Covisint may be spun off as a separate company and it may even go in for a public issue. We want Covisint to have more market capitalisation than Ford."

[RolfBraun]

News:

ANAHEIM, Calif., Sept. 25 /PRNewswire/ -- Ironside Technologies Inc.(R), a leading supplier of sell-side business-to-business electronic commerce solutions for the manufacturing and distribution markets, announced today at Gartner`s Internet and E-Business Conference and Expo (iEB) general availability for the Ironside Network, the independent e-business access service credited with resolving integration issues faced by suppliers connecting to e-marketplaces. (Photo: http://www.newscom.com/cgi-bin/prnh/20000320/IRON )

As the first public example of the service`s technical viability, the Ironside Network today brokered real-time transactions between Braintree, Massachusetts-based J.L. Hammett Co., the nation`s oldest and largest independent school supply distributor, and Simplexis, the leading online procurement solution for the educational market. Simplexis is the first of six-plus individual e-marketplaces J.L. Hammett expects to access via the Ironside Network.

"It`s widely acknowledged that suppliers haven`t resolved the e-marketplace integration issue in any meaningful way, which presents a powerful competitive opportunity we`re now prepared to exploit," said J.L. Hammett Director of Marketing, David Merigold. "The Ironside Network shelters J.L. Hammett from the complex technology requirements for reaching e-marketplaces, enabling us to connect into a number of new channels, streamline transactions, and reach our customers with completely real-time information."

Since its April 3 introduction, Ironside has assembled a comprehensive portfolio of e-marketplace infrastructure transaction adapters, providing suppliers integration into all of the leading e-marketplace infrastructures. To complement its transactional integration capability, Ironside has also introduced hosted content management services through various best-of-class partnerships, providing a suite of services that match industry-specific content requirements. This makes the Ironside Network the only single point of entry for real-time transactional integration, content creation, search, management and syndication across multiple e-marketplaces.

"The Ironside Network provides what today`s business supplier requires to effectively enter online channels, removing much of the technical complexity and business risk from the e-marketplaces model," said Shawn Willett, senior analyst with Current Analysis. "Integration between J.L. Hammett and Simplexis demonstrates the Ironside Network`s functional viability, making this an e-marketplace service today`s supplier community will want to consider."

Using Commerce One`s BuySite(TM) solution and CommerceOne.net e-marketplace service, Simplexis has developed an online procurement solution for K-12 schools and their preferred suppliers nationwide. With a full portfolio of integration formats, the Ironside Network can now broker transactions between suppliers and buyers via Simplexis, as well as virtually any other e-marketplace.

"To achieve maximum benefits from the Simplexis solution, our supplier and school partners need seamless real-time transfers of data from purchasing/selling systems to their backend enterprise systems," said Simplexis CEO, Amar Singh. "As a proven supplier integration service with sub-30-day time-to-market capability, we see the Ironside Network as an important onramp for suppliers, ensuring they can tightly integrate into Simplexis with limited time, effort and cost."

Visit www.ironside.net for more information about the Ironside Network independent e-business access service. About Ironside Technologies

Pleasanton, California-based Ironside Technologies Inc. is a leading provider of sell-side business-to-business electronic commerce solutions for manufacturers and distributors. Ironside Powered solutions include the Ironworks product suite and the Ironside Network service offering. Ironworks provides downstream trading partners sophisticated transaction and order-management capability, integrating into existing enterprise business logic to deliver information that is always up to date. The Ironside Network is the industry`s first independent e-business access service, providing suppliers access to any e-marketplaces and the flexibility to enter and exit quickly and efficiently. All Ironside Powered solutions integrate into virtually all enterprise business systems and are available as rapidly deployable integrated solutions for enterprise resource planning (ERP) platforms, such as SAP, SSA eBPCS, JD Edwards, JBA, PRISM and Protean. Contact Ironside at www.ironside.com, or call 800-495-IRON. About Simplexis

Simplexis is the leading online procurement solution for schools and their preferred suppliers. Built on Commerce One`s (Nasdaq: CMRC) eMarketplace, the leading business-to-business technology platform, Simplexis delivers a simple, reliable and comprehensive procurement tool. It streamlines the way schools manage their requisition workflow, research and purchase products, access supplier catalogs, requests bids and quotes, and participate in aggregate purchasing. By joining the Simplexis Supplier network, schools` preferred vendors gain sales efficiencies and dramatically expand their potential customer base. Currently more than 1200 suppliers and more than 450 registered school districts, Simplexis was the first to market with real eCommerce purchases and recently hosted more than $20M in school transactions during the first four months of live operation. Simplexis is an Internet Capital Group (Nasdaq: ICGE) company focused on a mission of helping America`s schools save $10 billion by 2005 -- leaving more dollars for kids in classes. www.simplexis.com.

NOTE: Ironside and Ironside Powered are registered trademarks of Ironside Technologies Inc. Ironworks (TM) is also a trademark of Ironside Technologies Inc. All other products or company names mentioned are used for identification purposes only, and may be trademarks of their respective owners.


/CONTACT: Jake Sorofman of Ironside Technologies Inc., 925-600-8822, ext. 2015, or [e-mail]/

[Azerim]

Hier ein geklautes posting aus ranging bull
fasst den gestrigen tag und wichtige daten gut zusammen...
carefully watch the last sentence!!!


Yesterday, finaly CMRC breakout...
There was a lot of block buying.... 5 X 25.000 the biggest was 500.000 at $ 80 !!!!!!!!!!!

Thats was the reason there was no selling on the end..
The same was the day before....
So do`nt sell your stocks on the END...

Support level 79,50 (Yesterday 70)
Resistance 81 (Yesterday, but afther the blockbuy...i think it will be 84,5)
If NAZ hold the 3740 CMRC goes up resistance at 86,48
Next 98

Earningsdate : oct 19
Microsoft E-commerce anouncemend : oct 13

I am long and in from $ 43

Happy trading, and don`t sell because MM are buying your sheep stocks...

[deritaliener]

Hallo frds,
stand gerade auf onvista das das Kartellamt Covisint genehmigt hat,
26.9. 14.27 hr
Vielleicht bringts was
ciaoooooo

[Marcus B]

Vielleicht??? willst Du mich veräppeln?

BONN (dpa-AFX) - Das Bundeskartellamt hat der Gründung der gemeinsamen Internet-Plattform der Autobauer DaimlerChrysler , Ford , General Motors unter Beteiligung von Renault/Nissan zugestimmt. Somit dürfe das E-Commerce-Unternehmen, das unter dem Namen Covisint firmiert, der gesamten Automobilindustrie Produkte im Beschaffungswesen, im Zuliefermanagement und in der Produktentwicklung anbieten, teilte die Behörde am Dienstag in Bonn mit. Die Plattform solle allen interessierten Kreisen offen stehen und müsse diskriminierungsfrei gestaltet sein. Eine Bündelung der Einkaufsaktivitäten der beteiligten Automobilhersteller sei nicht beabsichtigt, erklärte das Bundeskartellamt. Die Behörde hatte keine marktbeherrschende Stellung von Covisint feststellen können, da die Plattform mit einer Reihe anderer business-to-business-Plattformen im Wettbewerb

[icet1]

Israeli firms to set up e-commerce platform
JERUSALEM, Sept 26 (Reuters) - A consortium of Israeli companies have signed a memorandum of understanding to set up a business-to-business (B2B) electronic commerce platform for local firms, a joint statement said on Tuesday.

A final agreement is expected to be reached within 30 days and the platform will be launched in the first quarter of 2001. A new company will be formed to manage the venture.

The Israel Corp is expected to hold a 30 percent stake, Bank Hapoalim and Compaq Israel -- a unit of Compaq Corp (NYSE:CPQ - news) -- each will hold 20 percent and Internet Gold (NasdaqNM:IGLD - news) and Ofek will each hold a 15 percent share.

The electronic platform will enable large and small companies to conduct global trade through the Internet. U.S.-based Commerce One (NasdaqNM:CMRC - news) will provide the technology and infrastructure which will connect Israel to its global e-commerce network.

An industry source estimated the total initial investment at more than $10 million but could not specify projected earnings from the platform.

Israel`s B2B market is expected to grow to $750 million in the next three years, a spokesman for the Israel Corp said, citing industry studies.

The electronic marketplace is expected to offer transaction and content management services as well as auctioning, logistics and financial services.

[deritaliener]

@ Markus B. Hallo
nicht alles zu ernst sehen, aber ehrlich es kamen schon tollere Meldungen raus und irgenwie ging`s dann aber nach unten.
Also in meinem Interesse wäre das sicherlich auch nicht und ich hoffe aufs Gegenteil, da voll invesiert
warten wirs einfach ab und wuerde mich freuen mit Dir heute abend ueber die 90 $ zu lachen.
Ciaooooo

[Marcus B]

Hallo Italiener

Ne ne das ist ja "nur" Covisint

[g55]

Bin bei c1 seit 41,30€ infestiert. Soll ich jetzt nun drin bleiben und auf weitere 100 % warten??

[isaaacc]

@marcus b:
nur covisint, ein brueller!

@g55: bleib drin (im zweifel mitgeschlossenen augen, aber drinbleiben!)

wie immer: warten ob sell on good news oder nicht (ich glaubs nicht, es gibt sie ja kaum einer noch her!)

etwas sinnliches: kennt irgendjemand ein anderes unternehmen, das uns so mit guten nachrichten bombardiert wie c1?
ich drohe langsam abkehr von meinem atheismus zu nehmen und zum c1-gäubigen zu mutieren!

stay long and prosper!

[Marcus B]

@g55
Nicht verkaufen!!!!!!!!!!!!!!!!!!!
Gute Chancen auf 200$ bis Jahresende.
Freu Dich auf Weinachten

[MUBARAK]

habe die os gewinne in die aktie gesteckt.500st. zu 91.
dank der os eigentlich zu 40
jetzt gehts ins krankenhaus zu mutter und tochter

beste grüsse

karsten

[g55]

danke für die antwort! dann wart ich auf den bullen!

[Joshua2112]

Naja 200 $ erscheinen mir doch reichlich optimistisch. Bis Ende 2001 vielleicht, aber bis Weihnachten sollten 100 $ machbar sein.

Gruß

Jo2112

[Marcus B]

@Joshua

100$ ind den nächsten Tagen!!!!!!!!!!!!!!

Du wirst sehen

[holdipoldi]

Heute 80 wären ok. Nichts ist schlimmer als ein zu schneller Anstieg.

Grüße h.

[bsi]

Hallo hodipoli

Seh ich ähnlich so wie Du, mit einer Ausnahme, daß ein deutliches Überschreiten der 80 $ uns ein großes Stück weiter brächte.
Derzeit findet ein Kampf um die 80 $ statt.
Wäre gut wenn wir heute bei > 83 $ schliesen könnten.
Bei positiver Nasdaq, mehr als +50 Punkte, kein Problem !!

mfg
bsi

[bsi]

Tut mir leid holdipoldi, daß ich Deinen Namen verunstaltet habe.

mfg
bsi

Jetzt hängen wir bei 79 $ rum. Zum verrückt werden.

[bsi]

Tut mir leid holdipoldi, daß ich Deinen Namen verunstaltet habe.

mfg
bsi

Jetzt hängen wir bei 79 $ rum. Zum verrückt werden.

[robby.r]

NEW YORK--(BUSINESS WIRE)--Sept. 26, 2000--

Announces Upcoming General Availability of the InterWorld SupplyLink
for Commerce One Solution

InterWorld(R) Corporation (NASDAQ: INTW.O), a leading global
provider of mission-ready(TM) software solutions for sell-side
e-commerce, today announced the upcoming general availability of the
InterWorld SupplyLink(TM) for Commerce One (NASDAQ: CMRC.O) solution.
The pre-packaged application provides suppliers with an "on ramp"
to the Commerce One Global Trading Web -- a business-to-business
trading community -- which increases revenue potential and decreases
costs for both buyers and sellers, while enhancing buyer relationships
and improving overall operating efficiency. In June of this year,
InterWorld announced the general availability of its SupplyLink for
Ariba solution.
"InterWorld SupplyLink provides compelling e-commerce `punch-out`
capabilities to the Commerce One e-marketplace, resulting in greater
business efficiencies and ROI for both buyers and sellers," said Steve
Rabin, chief technology officer, InterWorld.
InterWorld SupplyLink for Commerce One is the result of the two
companies` longstanding technology cooperation. The full-featured,
sell-side solution enables suppliers to interact with their customers
without losing their critical brand identity. It also greatly improves
customer relationships by providing suppliers with an easy mechanism
to connect to multiple trading communities as well as to handle
multiple contracts, various forms of payment and fulfillment through
various, geographically-dispersed carriers and distribution centers.
In addition, InterWorld SupplyLink for Commerce One offers
flexible catalog management options, enabling suppliers to post both
CIF (Catalog Interchange Format) and Internet-based catalogs for
buyers on the Commerce One network. In addition, the solution utilizes
and extends the functionality of Commerce One`s xCBL (XML-based Common
Business Library) standard which allows the creation of robust,
reusable, XML documents for electronic commerce.

Platforms & Availability
InterWorld SupplyLink for Commerce One will be available in early
October. The solution is built on InterWorld`s Commerce Suite(TM), and
runs on Microsoft(R) Windows NT(TM) and Solaris UNIX operating systems
and supports Oracle and SQL Server databases. For more specific
product or pricing information, contact InterWorld at 877/326-6637
or e-mail [e-mail].

About InterWorld Corporation
InterWorld(R) Corporation (NASDAQ: INTW.O) is a leading global
provider of mission-ready(TM) software solutions for sell-side
e-commerce. The company`s process-oriented and standards-based
solution is focused exclusively on the physical goods selling chain,
enabling manufacturers, distributors and retailers to compete more
successfully in today`s global digital economy. InterWorld`s
comprehensive, pre-packaged solution allows businesses to maximize
profitability, lower operating costs and enhance overall corporate or
consumer loyalty. Founded in 1995, InterWorld is headquartered in New
York, NY with offices throughout North America, Europe, and
Asia-Pacific. InterWorld can be reached at 877/326-6637 or
http://www.interworld.com .
This press release contains or may contain forward-looking
statements such as statements regarding InterWorld`s future growth and
profitability, growth strategy and trends in the industry in which it
operates. These forward-looking statements are based on InterWorld`s
current expectations and are subject to a number of risks,
uncertainties and assumptions.
Among the important factors that could cause actual results to
differ significantly from these expressed or implied by such
forward-looking statements are the failure of our products to be
accepted in the Internet commerce market, the intense competition in
our industry, technological change, our reliance on systems
integration companies to sell and implement our products, our need to
attract significant new clients each year, our ability to modify our
products and market them internationally, the potential need for
additional financing, the risk that our proprietary rights may not be
fully protected, as well as the other risk factors affecting
InterWorld detailed from time to time in the documents it has filed
with the Securities and Exchange Commission. InterWorld is a
registered trademark of InterWorld Corporation. InterWorld SupplyLink
and Mission-Ready are also trademarks of InterWorld. All other
company, product, and brand names are trademarks of their respective
owners.

--30--NF/ch*

CONTACT: InterWorld Corporation
Chris Faust, 212/301-2375
[e-mail]

KEYWORD: NEW YORK
INDUSTRY KEYWORD: E-COMMERCE INTERNET TELECOMMUNICATIONS


Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.
URL: http://www.businesswire.com

Copyright 2000, Business Wire

[DimStar]

ein 7 min-interview mit Chuck Donchess

http://www.itradionetwork.com/scripts/elinkdonchess.html

[Shakes]

Microsoft Makes Major E-Commerce Announcement


WHO: Peter Boit, Vice President
Microsoft Ecommerce Solutions Group

Microsoft partners and customers



WHEN: Thursday, October 12, 2000
4:30 - 7:00 p.m.



WHERE: Microsoft
Stonebridge Plaza
9606 North Mopac, Suite 200
Austin, Texas



MEDIA CONTACT:
Kendra Berke at [e-mail] or 312-729-4342.


SOURCE Microsoft

-0- 09/20/2000

/PRNewswire -- Sept. 20/

CO: Microsoft ST: Texas IN: CPR SU:



Na, da bin ich schon gespannt, was MSFT zu vermelden hat

Gruß, Shakes

[bsi]

Hallo

wir sind jetzt nachbörslich von 74,5 $ auf aktuell 78,5 $ zurück.

Die Amis spinnen !!!!!

mfg
bsi

[Benebelter]

Hallo,
gibt es dazu noch ne Logik? 74,5 78,5, 78 ????
Bene

[DimStar]

http://www.upside.com/News/39d0ead30_yahoo.html

Covisint -- with help from technology partners Commerce One (CMRC) and Oracle (ORCL) -- is expected to launch its first auctions on Friday. The auctions will be conducted between founding members Ford (F), General Motors (GM), DaimlerChrysler (DCX) and an undisclosed number of auto parts suppliers, Hill says, refusing to offer any further details.


"[Covisint] will be ramping up significantly over the next 30 days," he adds.

[holdipoldi]

YESSSSSSSSSSSSSSSSSSSSSSSSSSSSSS !!!!!!!!!!!!!!!!!!!!!


Microsoft and Commerce One Form Broad Global Alliance To Drive B2B E-Commerce Adoption
(PR Newswire)
09/26/2000


Industry Leaders to Deliver Commerce One E-Marketplace Infrastructure Highly
Optimized for the Microsoft .NET Platform
SAN FRANCISCO, Sept. 26 /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT) and
Commerce One, a leading provider of global e-commerce solutions for businesses,
today announced they are expanding and elevating their longstanding strategic
relationship to collaborate on delivery of the industry`s next generation of
business-to-business (B2B) e-commerce solutions worldwide. Commerce One and
Microsoft will align on a global go-to-market strategy to drive the growth of
e-marketplace adoption, including the integration of key technologies,
collaboration on XML standards, global marketing and sales initiatives, and
joint development programs.
(Photo: http://www.newscom.com/cgi-bin/prnh/20000822/MSFTLOGO )
Specifically, the two companies will collaborate on the development and
delivery of Commerce One e-marketplace infrastructure technologies optimized
for the Microsoft(R) .NET Platform. Commerce One`s industry expertise in
delivering e-commerce solutions will be combined with Microsoft`s
industry-leading technologies and products. The alliance aims to set a new
standard for delivering advanced B2B e-commerce solutions. These solutions will
maximize usage and drive e-marketplace liquidity by accelerating adoption and
development of new services. Microsoft and Commerce One already have
demonstrated effective teamwork, working with Fortune 500 clients and new
e-businesses alike: The majority of Commerce One`s customers are deploying
their B2B solutions on the Windows(R) 2000 platform. The alliance is expected
to propel the global reach of e-marketplace solutions by lowering the technical
barriers to adoption and in turn enabling more buyers and sellers to
participate in marketplaces. Joint technology collaboration will further
increase this solution performance. The long-term nature of the agreement, and
the significant resource commitments, reinforce the companies` mutual strategy
to offer customers enhanced performance through a highly optimized .NET
solution. "Microsoft`s alliance with Commerce One will deliver B2B solutions to
marketplace customers of all sizes and needs, enhancing the business value of
their technology investments," said Steve Ballmer, president and CEO of
Microsoft. "The combination of Commerce One`s global industry expertise and
marketplace solutions with the business agility of the Microsoft .NET Platform
will provide customers with increased speed to market, seamless product
integration and new business opportunities." Core to the alliance is the
companies` collaboration on development of a highly optimized Commerce One
e-marketplace infrastructure based on Microsoft .NET enterprise servers. The
two companies will deliver an advanced e- marketplace infrastructure that
addresses three critical aspects of transforming B2B e-commerce: Enabling
Global Reach Both companies` best-of-breed technologies and tight collaboration
on XML standards, combined with Microsoft`s global channel, will lay the
foundation for significantly easier integration with e-marketplaces. This
foundation will endeavor to increase the number of e-marketplace buyer and
supplier on-ramps and propel utilization of e-marketplace services driving
industry adoption and liquidity. .NET-Based E-Marketplace Infrastructure The
two companies will collaborate on developing a next-generation e- marketplace
infrastructure optimized for transaction scalability and ease of
administration. Built on Microsoft .NET enterprise servers and Framework,
Commerce One`s leading e-marketplace infrastructure will deliver XML
standards-based solutions that maximize buyer/supplier participation and
deliver excellent price and performance. The highly optimized e-marketplace
infrastructure, which will have the scalability to power the largest of global
e-marketplaces, will initially be deployed with Commerce One`s Net Market Maker
e-marketplace solution. Subsequent versions of the infrastructure will be
included in the MarketSet(TM) solution jointly offered by Commerce One and
SAPMarkets, Inc. "Microsoft and Commerce One will work to deliver an
e-marketplace infrastructure that lays the foundation for trading partners to
participate in e-marketplaces," said Mark Hoffman, chairman and CEO of Commerce
One. "We believe we will provide unprecedented value to our mutual customers,
by enabling them to quickly build or connect to global e-marketplaces and
conduct all their business commerce on the Web." E-Marketplace Optimization and
Scalability The two companies also will optimize all current Commerce One
e-marketplace and e-procurement solutions for the Windows 2000 operating system
and Microsoft SQL Server(TM) 2000, which will include support for BizTalk(TM)
Server 2000 and SOAP, as well as support for Commerce One`s XML business
libraries, xCBL. Joint Development Efforts As part of the alliance, Microsoft
and Commerce One will establish a joint development lab in Redmond, Wash., for
testing, optimization, benchmarking, architecture and development of robust
interoperability between BizTalk Server 2000-based on-ramps and Commerce One
e-marketplaces. In addition, Microsoft Consulting Services will provide
knowledge transfer and participate in the design, architecture and development
of the joint solutions. Both companies will offer comprehensive and responsive
product-support processes. This new level of technical intimacy will greatly
benefit customers by lowering overall integration and implementation costs.
Leading Companies Support Alliance "We are delighted to have added Microsoft to
this team because they widely broaden and accelerate our joint e-commerce
efforts. Microsoft`s unparalleled global consumer and business reach is
critical to enabling liquidity in the e- marketplace. The SAP, Commerce One and
Microsoft alliance will be a very strong engineering collaboration," said Hasso
Plattner, co-chairman and CEO of SAP AG and CEO of SAPMarkets, Inc. "More than
just jointly selling solutions, we are cooperating on all levels of development
to offer the next generation of e-business software. Given our success to date
and the high level of industry acceptance, we are happy to broaden this
relationship to include Microsoft and to add their expertise to a winning
team." "Commerce One`s expertise in delivering e-commerce solutions, combined
with Microsoft`s deep software technology expertise, will be a powerful force
in making e-marketplaces more scalable and easier to use for buyers and
suppliers," said Michael Capellas, president and CEO of Compaq Computer Corp.
"This alliance promises to dramatically increase worldwide adoption of e-
marketplaces and help drive the world`s business commerce onto the Web."
"Commerce One has emerged as a leader in building B2B e-marketplace solutions,"
said Joe Forehand, CEO of Andersen Consulting. "Now, by teaming up with
Microsoft, Commerce One will be able to bring to its customers the benefits of
the .NET enterprise platform. We look forward to working with Commerce One and
Microsoft in building e-commerce solutions." About Commerce One Commerce One
(Nasdaq "CMRC") is the leader in global e-commerce solutions for business.
Through its products, portals and services, Commerce One creates access to
worldwide markets, allowing anyone to buy from anyone, any time, anywhere. The
Commerce One Global Trading Web(TM) is the world`s largest business-to-business
trading community. Comprised of many open e-marketplaces, the Global Trading
Web provides unprecedented economies of scale for buying organizations,
suppliers and service providers worldwide. Through its "Dream Team" alliance
with SAPMarkets, Commerce One enables enterprises and communities of all sizes
and industries to efficiently conduct collaborative business on the Internet.
Commerce One is located in Pleasanton, Calif., and can be reached by phone at
[phone] or [phone] or via the Internet at
http://www.commerceone.com/. About Microsoft Founded in 1975, Microsoft is the
worldwide leader in software, services and Internet technologies for personal
and business computing. The company offers a wide range of products and
services designed to empower people through great software - any time, any
place and on any device. ######### Microsoft, Windows and BizTalk are either
registered trademarks or trademarks of Microsoft Corp. in the United States
and/or other countries. Commerce One and Global Trading Web are either
trademarks or registered trademarks of Commerce One Inc. MarketSet is a
trademark of Commerce One Inc. and SAPMarkets. The names of actual companies
and products mentioned herein may be the trademarks of their respective owners.
Forward-Looking StatementsThe foregoing paragraphs include forward-looking
statements within the meaning of Section 27A of the Securities Act of 1933, as
amended, and Section 21E of the Securities Exchange Act of 1934, as amended.
These forward-looking statements include statements regarding the establishment
of an alliance between Commerce One and Microsoft to provide a combined
e-commerce solution. These statements are subject to risks and uncertainties.
Actual results may differ materially from those described in such statements as
a result of a number of factors. These factors include but are not limited to
the risk that the parties do not execute definitive agreements with respect to
the alliance, the ability of the parties to execute on their plans for the
alliance and to continue to support the alliance and the continued
participation of buyers and suppliers in the Global Trading Web. For a
discussion of these and other risk factors that could affect Commerce One`s
business, see "Risk Factors" in Commerce One`s filings with the Securities and
Exchange Commission, including its annual report on Form 10-K for the year
ended Dec. 31, 1999, and its quarterly report on Form 10Q for the quarter ended
June 30, 2000.0534 09/26/2000 16:42 EDT
Copyright 2000

[RolfBraun]

Hallo Freunde,

hahaha... vor wenigen Wochen wurde ich noch ausgelacht, als ich dieses Gerücht postete.

Wahnsinn, ich hoffe Ihr seid euch der Bedeutung bewusst!

Commerce One wird DER Standart im B2B Bereich!!!!

hehehe... Commerce One ----------> GO !

-Rolf-

[ptaszek]

Hier eine Info:

Commerce One beliefert israelische B2B-Plattform vom 26.09.00
Die Commerce One Inc. soll die nötige Technologie und Infrastruktur für eine israelische
B2B-Plattform liefern. Die Plattform soll im ersten Quartal 2001 ihren Betrieb aufnehmen. Ein
Konsortium israelischer Firmen hat ein Memorandum of Understanding unterzeichnet, wonach eine
B2B-Plattform für lokale Firmen entwickelt werden soll. Ein endgültiger Vertrag soll innerhalb der
nächsten 30 Tage abgeschlossen werden. Die e-commerce-Plattform soll großen und kleinen
Firmen den Zugang zum weltweiten Internethandel ermöglichen.
Quelle: boersenagent

Schöne Grüße
ptaszek

[AndyBusch]

@DimStart: das ist sehr ermutigend. Am Freitag bereits die erste Transaktion über Covisint. Geht eben doch mit Internet-Geschwindigkeit. Das 4. Quartal könnte von den Zahlen her schon sehr stark für C1 werden.

Hast du schon eine Antwort auf deine Anfrage an C1 bzgl. BuySite/EnterpriseBuyer bekommen?

Zu MSFT/CMRC: heißt das, dass C1-SW auschließlich über MSFT-Windows-OS laufen wird?
Im business-Bereich sind ja auch Unix-(Derivate)/Solaris/Linux stark vertreten.

grüße Andy

[Mahlberger]

!

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

[Anton.Habicht]

Quelle : DM-Online

Aktie des Tages

Mittwoch, 27.09.2000 , 12:00 - Commerce One kooperiert mit HP und Compaq

Bereits vor gut einem Monat hatten wir Ihnen Commerce One zusammen mit Ariba als Markt des Tages empfohlen. Seitdem konnten Commerce One um 54 Prozent zulegen und die weiteren Aussichten sind immer noch prächtig. Deshalb kommt das US-Unternehmen heute zu der Ehre, als Aktie des Tages empfohlen zu werden.

Das B-2-B-Unternehmen erstellt virtuelle Marktplätze und kassiert für jede Transaktion auf dem von ihnen erstellten Marktplatz eine Provision. In der vergangenen Woche gab es die Meldung, dass der Internet-Marktplatzspezialist zukünftig mit den Computerherstellern Hewlett Packard und Compaq kooperieren wird. Davor hatte es bereits zahlreiche Ankündigungen neuer Produkte, Kunden und Partnerschaften gegeben.

So will Commerce One einen globalen e-Markt für die High-Tech-Industrie erstellen, den so genannten eHITEX. Dafür wurde das Unternehmen von großen Anbietern wie Advanced Micro Devices, Canon und Canon ausgewählt. Außerdem bestehen Kooperationen mit 40 führenden Anbietern von E-Business-Diensten. Auch wenn einige Projekte schwerfälliger vorankommen als ursprünglich gedacht, ist die Gesamtentwicklung des Unternehmens durchaus vielversprechend.

Charttechnisch konnte die Hürde bei 70 Dollar genommen werden. Mit weiteren Kursgewinnen ist daher zu rechnen. Allerdings sollte beachtet werden, das es sich um einen sehr volatilen Markt handelt. Stop-Loss-Marken sind daher ratsam.

[Latsis]

Hier einige news

http://www.thestreet.com/tech/internet/1098884.html

Microsoft (MSFT:Nasdaq - news) will play a larger roll in the partnership between Commerce One (CMRC:Nasdaq - news) and SAP (SAP:NYSE ADR - news).

Commerce One`s business-to-business software, which allows companies to buy materials from pencils to corrugated rubber over the Internet, already runs on Microsoft`s Windows NT and Windows 2000 operating systems. But now, the companies will work more closely to make jointly developed software from Commerce One and SAP run smoothly on Microsoft`s new .Net platform, which is designed to run software that`s used over the Internet, not just inside a company.

"The fundamental goal of the relationship is to make it easier for buyers and sellers to operate in e-marketplaces and for enterprises [or entire corporations] to connect to them," said Andrew McCarthy, a Commerce One spokesman.

Of course, making B2B software easy to run is one of the biggest hurdles facing the sector today. While companies are falling all over themselves to buy and sell things over the Web, they`re finding that it can be complicated and difficult from a technology standpoint.

To make sure that software from Commerce One and SAP does work well on Microsoft`s platform, the companies will also fund a joint development lab, based at Microsoft`s Redmond, Wash., headquarters. And the expanded partnership is rounded out with a joint marketing agreement between Commerce One and Microsoft. Because Commerce One has increasingly bundled its software with SAP through a partnership between those two companies, the marketing agreement will involve those joint products as well.

"We are delighted to have added Microsoft to this team because they widely broaden and accelerate our joint e-commerce efforts," Hasso Plattner, CEO of SAPMarkets, said in a statement. SAPMarkets is the SAP unit in the partnership with Commerce One. "The SAP, Commerce One and Microsoft alliance will be a very strong engineering collaboration."

But Eric Upin, an analyst at Robertson Stephens, said, "It is going to take a few quarters to weigh whether this changes the overall direction of Commerce One." (Upin rates Commerce One a buy, and his firm hasn`t performed underwriting for Commerce One.)

Alliances and partnerships within B2B and e-commerce have been some of the hottest things going lately. Ariba (ARBA:Nasdaq - news), i2 Technologies (ITWO:Nasdaq - news) and IBM (IBM:NYSE - news), for example, have formed an alliance that competes head-to-head against the Commerce One and SAP combo.

http://www.itradionetwork.com/scripts/elinkdonchess.html


Chuck Donchess
EVP & Chief Strategy Officer
Commerce One
Tuesday, Sep. 26, 2000
The Complete Interview Here


HOLLAND: Chuck Donchess, welcome to the IT Radio Network. It’s a pleasure to have you and I appreciate you having invited us to the program.

DONCHESS: Marc, thank you. And we really appreciate the opportunity to speak with you.

HOLLAND: You’ve said that one of your missions is to totally re-engineer the supply chain process. What is specifically your vision?

DONCHESS: Well, that’s pretty easy. You know, today’s process is one that is really serial, meaning in the supply chain, one manufacturer, one distributor is going to talk to the next tier of the supply chain. That tier massages the data and talks to the next one. So the elapsed time from when people originally say they may need things could be weeks. And if data changes, it’s inaccurate throughout the supply chain. The way we’re re-engineering is using our marketplace solutions to create parallel supply chains so that all information is known to all tiers of the supply chain at the same time.

HOLLAND: All right. You guys have a model, a shared risk reward model, which is dramatically different than a lot of your competitors. Plus, Wall Street is looking for up-front predictable numbers. How will that shared risk reward model contribute to the company’s bottom line and help it stay ahead of its competition, if you will?

DONCHESS: Well, we think in the long run that this is the thing that will propel us past our competitors. And we feel that way for two reasons. You know, first I agree Wall Street is rewarding right now what might be kind of the first wave of revenue in this market, you know, and that’s kind of up-front license revenues like some of our competitors are grabbing. But what we’re doing with the shared risk reward model and revenue sharing is creating an unbelievable annuity, you know, on a moving-forward basis. So we think it is in the long run, our competitive advantage. It ties us at the hip with our customers. It totally aligns our goals and what we’re trying to do. And the market loves it.

HOLLAND: Now, will Wall Street come around? Will they understand that the tail-end rewards are going to be far greater than the risks?

DONCHESS: I think so. Here’s our perspective. Anyone that’s built a company on just up-front license revenue has, at one point or another, crashed their company. This is a new market. We think it does require new models. And you know, I had a chance to talk with one of the leading financial analysts recently. And I asked him that very question. And his answer was just show a little more proof and things change pretty dramatically.

HOLLAND: I heard your speech today. And I was sitting at lunch with a table of buyers. And they seemed most impressed with your whole open inter-operable platform. They believe that that’s what’s going to separate you from the competitors. I just wanted to get some of your thoughts on it.

DONCHESS: Well, we believe this is, maybe in the technology side, our single biggest differentiator and competitive advantage. I mean, it’s pretty easy to understand. First of all, when we say open, we mean this in a common sense way. It means we’re open to utilize any application as an on-ramp. Now, that fundamentally believes that Commerce One, our customers and our marketplace partners can talk to much more of the market than with any other solution. And ultimately, we don’t think in the Internet world you win by trying to just sell nodes all over the world. Instead, it’s to connect together all the existing applications – buying, selling, logistics, etc.

HOLLAND: Now, you say that every app is an on-ramp. What do you mean by that?

DONCHESS: Well, any application that has functionality that can potentially interact with a trading partner can be an on-ramp to the marketplace platform. So, you know, it can send a demand signal if it’s, let’s say, an ERP system. It can send a purchase order if it’s a purchasing system. So that, if you think about it, we think about any application being able to transmit to anyone connected to any of these marketplaces around the world. That’s what we mean by an on-ramp.

HOLLAND: Now, you’re talking about connecting people to marketplaces and exchanges no matter what platform they’re on – no matter whether it’s an ERP structure, or whether it’s a legacy structure. Explain that a little more.

DONCHESS: Well, you know, the power that does that is XML. So we can take the data formats that are coming out of legacy systems like ERP, or even mainframe systems, and actually translate that using XML to a semantic or language that the marketplace understands so that I know that if I say purchase order coming out of some Legacy system, the marketplace can understand it and transmit that data to somewhere else. So it’s really the power of XML that helps us have inter-operability among a widely diverse number of applications.

HOLLAND: Now, as your network grows, what does this mean to EDI? Is EDI destined to be extinct?

DONCHESS: No. I don’t think so at all. I mean the same way that nobody unplugged their mainframes; they’re just now big servers for the Internet, right? And I think that people aren’t likely to unplug their EDI. They’re instead more likely to plug EDI into some of our existing networks, so they can take EDI customers and give them this new functionality in this marketplace. That’s exactly what our announcement with GXS is about today. It is taking their existing EDI customers and plugging them into the marketplace environment. And the customer that’s going to leverage that is Boeing.

HOLLAND: Now, you’re announcing 42 BSPs in your affiliate program. It seems like inherent to the growth strategy of Commerce One is a viral approach, almost an Amazon approach.

DONCHESS: The way we would describe it is we want to create an environment that it’s very easy for anyone to publish to. And in doing that publishing, they get a huge leverage benefit, because now they can talk to, you know, thousands and millions of individuals trading across the global trading web. So it’s more like saying we’re just going to create an environment so everybody can get to it. And then there’s incentive for everyone because they get value. And everyone that joins, creates more value for all the existing participants, which is, you know, the definition of the network effect. So what we’re creating here is kind of a tornado that’s building upon itself.

HOLLAND: And one last question. But you recently announced an alliance with SAP, which I understand you shipped your first product September 15th. Just tell our listeners a little bit about that.

DONCHESS: Yeah, you know, this is, this is very meaningful to Commerce One when we talked earlier about our ability to, radically change the supply chain because of what we’re doing at the marketplace. That’s what we’re doing with SAP, where Commerce One is really delivering this robust infrastructure for the marketplace – some applications set on that. And SAP is delivering these very robust supply chain management applications that are being completely built around the marketplace capability.

HOLLAND: Well, thanks for your time. I’m glad I’m a shareholder.

[ptaszek]

Hallo,

wo kann man sich den vorbörslichen Kurs von Commerce one anschauen? danke für die Antwort.
Oder lohnt der Blick gar nicht? wie sind eure Erfahrungen?

Allen noch viele Gewinne mit C1

ptaszek

[Stielow]

Island.com oder Freerealtime.com
Ist beides gut. Bei Freerealtime.com muß man sich allerdings registrieren.
Gruß Stielow
CMRC aktuell: 80,9 $

[ptaszek]

Nun, wieder Richtung Süden, weshalb? ...Keine Ahnung, so ist es

bis dann
ptaszek

[frankoos]

wieso??
lies doch mal hier die beiträge und vor allen
dingen die kursziele!
zu viel optimismus!
frankoos

[CrazyBroker]

@ptaszek,

damit kein Gab entsteht!

Bye Hansi

[St.Paulianer]

Mittwoch, 27.09.2000, 17:56
Commerce One: Kaufrating beflügelt Kurs
Die Papiere des Internet-B2B-Spezialisten Commerce One profitieren heute von einer wiederholten Kaufempfehlung der Analysten der Banc of America.




Analyst Robert B. Austrian bewertet den Titel demnach mit der Einschätzung "Strong Buy" und sieht ein 12-Monats-Kursziel von 150 Dollar je Aktie.




Commerce One legten heute bis zu 7% auf 80 Dollar.



[e-mail]

Grüsse St.Paulianer

[Tigerwoods]

warum gehen die nicht über 80 ?!?!?!?!?

:eek.

greetings to olli...

tw

[DimStar]

@AndyBusch
1. Nein, bekomme selten Antworten auf e-mails
2. Ich bin kein Informatiker, denke aber schon, daß Firmen dafür auch mit neueren Unix-Derivaten zurecht kommen. C1 hat ja mittlerweile auch große Supportpartner, so daß bei Problemen, die im Zusammenhang mit Linux auftreten, Hilfe geleistet werden kann. Von SAP weiß ich, daß sie selbst bei Interesse Linux im R/3-Paket verkaufen.

[Anton.Habicht]

Das Brokerhaus Robert W. Baird empfiehlt Aktien von Commerce One (Ticker: CMRC) mit einem "Strong Buy"-Rating zum Kauf. Das Kursziel für den Titel sehen die Analysten bei 105 Dollar - auf Jahresfrist. Kurs am 27. September: 75,94 Dollar

[SteffenP]

Moin, moin @all


Despite big words, Oracle lags in b-to-b arena
September 29, 2000 12:00 AM PT
by Adam Feuerstein

Over the last few months, nearly a dozen consortium trading exchanges in industries ranging from metals to high tech have paired up with technology partners. And in almost every case, Ariba (ARBA) and Commerce One (CMRC) have emerged as winners.

So, where is Oracle (ORCL)? The database software giant -- er, I mean the e-business software colossus -- was supposed to squash its b-to-b rivals like so many annoying gnats. On more than one occasion, Oracle honcho Larry Ellison has been downright dismissive of Commerce One and Ariba, confidently predicting that when it came to building Internet trading exchanges, Oracle was the technology provider to beat.


But that hasn`t happened. Oracle made some early noise, winning three consortium exchanges in February and March, including the much-hyped Covisint auto exchange (albeit as a joint venture with Commerce One.) Since then, however, nary a peep has come from inside the Oracle camp. Instead, Ariba and Commerce One have grabbed the spotlight.


Oracle has 55 exchanges


Well, the sleeping giant may finally be waking. In one of its first full accountings of its b-to-b e-commerce efforts, Oracle is powering 55 online trading exchanges, including eight industry consortium exchanges, according to Sandy Sanderson, the executive vice president in charge of Oracle Exchange.


Contrary to prevailing wisdom, the Oracle Exchange platform -- a subset of its overall e-business applications package -- is competing very well against its rivals, he says. The Oracle platform is especially popular in Europe, where it powers more live exchanges than any of its competitors, he adds. And Oracle is also gaining traction in Russia, the Middle East and throughout Asia.


But all this crowing sounds a bit suspicious. After all, Jerry Lewis, Mickey Rourke and David Hasselhoff are big stars in Europe too, but that doesn`t put them on anyone`s hot list back here in the States.


Still lagging rivals


And the numbers confirm the skepticism. Fifty-five exchange customers are respectable, but it doesn`t match the performance of its key rivals. Ariba says it powers 150 marketplaces, 79 of which are already live. Commerce One claims to have 72 marketplace customers, 34 of which are live. (These numbers do not include customers that only purchase online procurement software from either company.)


Sanderson has seen the numbers and is unbowed. He believes Oracle has a long-term edge because it can offer potential marketplace customers all the bells and whistles they need under a single, integrated Oracle label.


Ariba, by comparison, has to rely on partners like i2 Technologies (ITWO) and IBM (IBM), while Commerce One is borrowing heavily from SAP (SAP).


"We`ve tried the alliance strategy before, and let me tell you, it never works," he says.


But this "all Oracle" sales approach has not exactly caught fire just yet.


Looking for `best of breed`


"I think Oracle is getting outsold," says Bob Parker, a b-to-b analyst with AMR Research. "Oracle has a bunch of good salespeople that know how to sell databases and applications, but when it comes to pulling a megaexchange deal together, Ariba and Commerce One are beating them."


One reason for that, adds Parker, is that highly coveted industry consortium marketplaces seem to be more interested in buying "best of breed" solutions from different vendors, all of whom promise that the mishmash of applications can be patched together successfully.


Oracle is also still hurt by its plodding ERP legacy, with installations that can drag on for months, says Parker. Commerce One and Ariba are smaller and more nimble.


"A lot of marketplaces want a quick start, and Ariba and Commerce One have been able to deliver," he says.


Can Oracle get its e-marketplace act in gear? Look for clues at next week`s Oracle Open World user conference in San Francisco. The company will be providing more details about the 55 marketplace customers on the Oracle roster, and will make some announcements on new technology developments to better position Oracle Exchange against its rivals.


But what Oracle really needs to do is win a new round of consortium exchanges, backed by corporate powerhouses we all recognize. The company`s current list of Net markets -- Miraculum in South Africa, Unicredito in Italy, Tejari in the United Arab Emirates or Marineprovider in Norway -- doesn`t exactly elicit a lot of "oohs and aahs" from b-to-b observers.


It`s hard to believe that Oracle, with all its resources, can`t do a better job of competing against the likes of Ariba and Commerce One. And besides, Ellison is not going to stand still and let Oracle be known as the Jerry Lewis of e-marketplace software.

Auch ein feiner Titel!!


very strong buy

[Marcus B]

Eine Chartanalyse von Bac Sehr interessant sind die 82$

By: breakawaycity $$$$
Reply To: None Friday, 29 Sep 2000 at 2:06 AM EDT
Post # of 14625


Thurs charts:
I`m excited about C1`s charts.Yes, I`m celebrating with a beer because of what is imminently unfolding for C1. Yes CrapDice I agree with you that a pennant is forming (you stole my thunder for my TA tonight). Statistically speaking, this is one of the most accurate predictors of a trend continuation (for C1- to the upside). What is most interesting, however, is the placement of the formation. THE PENNANT IS FORMING DIRECTLY ABOVE A TRADING RANGE. This is one of the MOST BULLISH SIGNALS. C1 has broken through major resistance - "The Trading Channel" (see my earlier posts)- and is not backing down, even with the downward pressure from the Naz and the macro economic picture. Also, because of the extended length of time C1 spent trading in The Channel, the greater the potential significance of this pennant formation. This congestion indicates that C1 is gathering strength for an upside breakout of immense proportions. Pennant formations are a dime a dozen but pennants formed above resistance are a gift.
Just telling you how I see it - and I am excited about the near term.
My normal strategy is to wait for the breakout from congestion at 82ish, but I feel we have been handed a gift from Steve Jobs to add to my C1 positions (both long and short term) close to 75 support with the near-certainty that based off of this technical formation we will be headed straight up soon 80 to 100 will happen so fast, you will miss your opportunity if not long C1 from the start.
Longs, our time will come...and VERY SOON!

SUPPORT at 75 needs to hold (on closing basis). Intraday @77 with 5dma at 77.40.
SUPPORT OR RESISTANCE???open will indicate @79.50 intraday

just lost software data feed...please see previous TA post for add`l Resistance level (82ish if I recall).

Good Luck to All!
BOOM`S DISCLAIMER
opinion only
bac

ps C1 would make a dangerous short right now, for all but the most nimble and disciplined of traders -

[Latsis]

Commerce One: Covisint wird genehmigt
Die führende B2B-Platfform in der Automobilindustrie, Covisint erhält die Genehmigung der FTC (Federal Trade Commission). Covisint wird gemeinsam von DaimlerChrysler, Ford Motor, General Motors und Renault/Nissan basierend auf der Technologie von Commerce One (Nasdaq: CMRC) und Oracle (Nasdaq: ORCL) betrieben.
Mit der abschließenden Genehmigung will das Unternehmen geeignetes Personal und Management für den Betrieb der Online-Plattform suchen. Erste Tests des virtuellen Marktplatzes sollen bereits am heutigen Freitag stattfinden. Für die Plattform, über die bis zu 300 Mrd. US-Dollar umgesetzt werden soll, werden bis zum Jahr 2001 über 1.000 Großlieferanten erwartet. Auch sollen weitere Automobilkonzerne der Plattform beitreten. Dabei wurde unter anderem der japanische Autokonzern Toyota genannt.



Commerce One legen an der Nasdaq um knapp 4,7 Prozent auf 79-1/2 Dollar zu.

[SteffenP]

Moin, moin @all

Zeitpunkt 18:30 Uhr

C1 Kurs 82,8 Umsatz 7,1 Mio Tief $75 Hoch $84,12
Arba Kurs 147,8 Umsatz 2,3 Mio Tief 144,38 Hoch 152,75

Da scheinen doch einige ihre Einstellung zu Arba zu überdenken!!

C1 very strong buy

[SteffenP]

Oh, oh....
bei Arba wirds heftig!!

Nähert sich dem Tagestief.

C1 schlägt sich wacker, z.Z. noch 79,36 (20:46)

[DimStar]

das lag daran, daß arba/itwo/ibm ihren ersten mega-exchange-kunden verloren hat
http://www.upside.com/News/39d4fab50_yahoo.html

[DimStar]

Covisint ist live !

http://www.zdnet.com/eweek/stories/general/0,11011,2635120,0…

All eyes on Covisint, as auto exchange gets set to open

By Dennis Fisher, eWEEK

...

The exchange conducted some tests with mock transactions on Thursday and will do some more today, a company spokesman said.

[DimStar]

Exostar hingegen konnte das Versprechen, im September live zu gehen, nicht halten

http://www.exostar.com

[AndyBusch]

@DimStar: keine gute Nachricht - um nicht zu sagen, eine sehr schlechte - für die Alliance, dass man Global Health Care Exchange verloren hat.

Hat mich wirklich sehr überrascht.

Über das YHOO-board bin ich auf folgenden bullishen Artikel von redherring aufmerksam geworden:
http://redherring.com/mag/issue83/mag-stocks-83.html

Commerce One
Nasdaq: CMRC

Play exchanges long term.

In the well-documented battle between e-procurement and exchange software and services companies Ariba (Nasdaq: ARBA) and Commerce One (Nasdaq: CMRC), it`s quite clear which one the stock market has bet on. Despite similar trailing 12-month sales of $161 million and $125 million, respectively, Ariba sports a market capitalization of $26.6 billion, more than four times the $6.3 billion awarded Commerce One. The contrarian in us says that such a valuation disparity can`t last forever, and we`re tempted to advocate purchase of the stock due to price reasons alone. But we`re not going to. Instead, we`re going to suggest that not only is Commerce One a cheaper stock, it`s also got a better business model, and is clearly the superior long-term investment of the two.

In the simplest terms, the main difference between the companies is one of timing. Commerce One focuses on building e-marketplaces and selling software at lower up-front fees, but with future revenue-sharing components. Ariba has a more traditional software licensing approach that`s bringing in more revenue today. But it`s tomorrow that counts, and tomorrow is going to be big. "[Chairman and CEO] Mark Hoffman should be pinching himself each morning he wakes up and remembers that he`s in the exploding e-procurement space," says Bruce Richardson, senior vice president of research with AMR Research. It`s an explosion so huge that analysts like Mr. Richardson say it`s difficult to even place a dollar sign on it: "It`s in the trillions, let`s put it that way."

So why has Commerce One`s stock been punished so hard? At $50.56, it lingers 69 percent off its 52-week high. For starters, Commerce One has suffered (some might say unfairly) due to its recent acquisition of consulting services firm AppNet. Says Peter Pervere, senior vice president and chief financial officer of Commerce One, "The initial reaction to the acquisition was, `your margins are coming down,` because services have lower margins than software. But if you look at all of the significant technology companies -- Oracle, Siebel Systems, Microsoft -- they all have significant services arms." Indeed, although services can average 20 percent gross margins compared with Commerce One`s current 90 percent gross margins on licensing software, the Street may have missed the point of the acquisition. Not only will AppNet add more than $200 million to revenue for 2001, and be accretive to earnings, its 1,000 consultants will allow Commerce One to accelerate additional services for its exchanges, ultimately giving the company the ability to sell more software.

Recent financial results have analysts voicing renewed excitement about the company. Second-quarter revenue of $62.7 million crushed estimates, and the company`s loss per share of $0.10 was a full 5 cents ahead of the expected $0.15 deficit. More important, though, says Patrick Mason, senior e-business software and services analyst for EOffering, is that $7 million of the quarterly revenue came from revenue-sharing arrangements with its exchanges, proof that the business model has promise. Mr. Mason hadn`t expected sales from revenue sharing until the end of 2000. The stock market probably hadn`t either.
------------------------------------------------------------------

grüße Andy

[SteffenP]

@all

zuersteinmal finde ich es schade, dass Fakten und Gerüchte in zig anderen threads gepostet werden, anstatt diesen am Leben zu erhalten!!


Monday October 2, 9:13 am Eastern Time
Optimus in $7.5mln deal with Commerce One
WARSAW, Oct 2 (Reuters) - Polish computer maker Optimus said on Monday it had signed a $7.5 million licence deal with U.S. electronic marketplace technology provider Commerce One (NasdaqNM:CMRC - news) to create a business-to-business (B2B) e-commerce platform.

``Optimus intends to bring the purchased licence to a seperate entity (joint venture), in which Commerce One will take a 10 percent stake for $1.0 million in cash,`` Optimus said in a statement.

The new platform will be included in a B2B network that connects 32 similar platforms around the world and will allow for the creation of electronic sectoral exchanges, Optimus said.

Optimus owns Poland`s leading Internet portal onet.pl.

The Warsaw bourse suspended trade in Optimus shares until 1315 GMT (15:15 local time).


very strong buy

[RolfBraun]

Danke Steffen,

Du warst wieder einmal schneller als ich...
Das dieser Thread nicht mehr so oft benutzt wird, liegt warscheinlich daran, daß viele einfach nicht wissen, daß man die letzten aktuellen Einträge mit einem Klick auf das weiße Zettelchen in der Treadübersicht erhält.

Wenn ich das Gemaule schon höre:
"...uäääh - zu lange Ladezeiten"

Schon gesehen Steffen: ARBA gibt immer weiter nach, hehehe...

-Rolf-

[SteffenP]

Monday October 2, 10:13 am Eastern Time
Press Release
PrimeStreet Corporation to Provide Access to Online Credit Marketplace Via Next Generation Commerce One.net
BOSTON--(BUSINESS WIRE)--Oct. 2, 2000--PrimeStreet announced that it will offer access to online credit options as part of Commerce One, Inc.`s (NASDAQ:CMRC - news) portfolio of business services now available on Commerce One.net(TM).

Commerce One® has expanded the business services available on Commerce One.net (www.commerceone.net) to include access to PrimeStreet`s financial products and services including lines of credit, term loans, business credit cards, leases and accounts receivable financing in a seamless on-line environment. PrimeStreet is now available directly to Commerce One.net buyers and suppliers and through syndication to other e-marketplaces.

The Commerce One.net syndicated suite of business services makes it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-business without the lengthy process of identifying, negotiating and partnering with business service providers.

``Small business owners want quick and easy access to financing solutions and services,`` said Kevin Talbot, CEO and Chairman, of PrimeStreet Corporation. ``Commerce One.net users will now have access to various credit options from a nationwide pool of financial institutions through PrimeStreet.``

``Through PrimeStreet`s services, Commerce One will provide its customers with access to the online credit options they need to establish an e-marketplace and drive transactions.`` said Roy Satterthwaite, vice president, Commerce One.net.

About Commerce One.net

Commerce One has established new relationships with leading business services providers and is syndicating these services through Commerce One.net, providing unparalleled customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

About PrimeStreet Corporation

PrimeStreet(TM) is the leading enabler of on-line credit marketplace technology for companies serving the small business market. PrimeStreet`s eBusiness Financial Network (eFN) comprises more than 40 leading financial institutions providing a wide variety of products including lines of credit, term loans, business credit cards, leases and accounts receivable financing. PrimeStreet delivers access to this network through its highly configurable BSP-based (Business Solution Provider) real-time credit processing system called the eFinance Platform (eFP).

PrimeStreet`s service is available through its flagship Web site www.primestreet.com, and through many well-known channel partners including portals, banks and market makers. PrimeStreet operates in both the United States and Canada.

For more information, please visit www.primestreet.com or call 1-888-609-PRIME

[isaaacc]

die average trade size liegt an der nasdaq heute bei ueber 600. normalerweise zwischen 370 und 400.
schein ein schoener tag zu werden!

[Forsyth]

Commerce One: B2B-Marktplatz für Optimus

Der B2B-Anbieter Commerce One (Nasdaq: CMCR) wird für den
polnischen Computerhersteller Optimus, welcher unter anderem auch das führende
Internet-Portal des Landes onet.pl betreibt, einen B2B-Marktplatz errichten.



Durch den
Erwerb der Commerce One-Lizenz im Wert von 7,5 Mio.
Dollar, soll im Rahmen eines Joinventures, an welchem auch
Commerce One für einen Betrag von 1 Mio. Dollar
10 Prozent der Anteile erhält, eine E-Commerce Plattform entstehen,
welche 32 ähnliche Plattformen miteinander weltweit verbindet. Ausgehend von
dieser Basis, sollen daraufhin virtuelle Börsen entstehen, über welche
Elektronikkomponenten gehandelt werden können.


Gruß Forsyth

[SteffenP]

Related Quotes

CMRC
EPAY
79 3/4
38 1/4
+1 1/4
+15/16

delayed 20 mins - disclaimer


Monday October 2, 11:38 am Eastern Time
Press Release
Bottomline Technologies to Provide Services Via Commerce One.net
Bottomline Taps Commerce One.net To Increase Exposure for Its Business-to-Business Software Products
PORTSMOUTH, N.H.--(BUSINESS WIRE)--Oct. 2, 2000-- Bottomline Technologies® (NASDAQ: EPAY - news) the premier provider of Web-enabled billing, payment and electronic banking solutions today announced that its services will be part of Commerce One, Inc.`s (NASDAQ: CMRC - news) portfolio of business services now available on Commerce One.net(TM) (www.commerceone.net).

Bottomline`s billing, payment and banking services are now available directly to Commerce One.net buyers and suppliers and through syndication to other e-marketplaces. The Commerce One.net syndicated suite of business services makes it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-business without the lengthy process of identifying, negotiating and partnering with business service providers.

``As a leader in their industry, Commerce One has pre-screened all of its business service partners so that top-notch services are available for its customers. We are pleased to be selected as an affiliate for their program and we look forward to exploring future synergies with Commerce One,`` said Dan McGurl, chairman and CEO of Bottomline Technologies.

As a business service provider on Commerce One.net, Bottomline will have the opportunity to enhance its e-commerce strength in the business-to-business electronic bill presentment and payment (EBPP) industry. By working with Commerce One, Bottomline will be able to gain exposure within the extensive Commerce One.net community, expand its customer base and leverage the premier business services and transactional capabilities of the e-marketplace.

``We are excited to welcome Bottomline to Commerce One.net,`` said Roy Satterthwaite, vice president of Commerce One.net at Commerce One. ``We believe that Bottomline has a strong product offering and our program can help to support the company`s market position by increasing reach and influence quickly and efficiently.``

Bottomline will be featuring NetTransact on Commerce One.net. The NetTransact software provides a secure interactive system that helps organizations to transition from paper-based to electronic billing and payments. NetTransact integrates with the billers` and payers` existing receivables and payables management processes and provides trading partners with opportunities to communicate online before funds are transferred. Payers have the ability to review invoices online, modify them if necessary, approve them for payment and schedule the date of funds transfer.

About Commerce One.net

Commerce One has established new relationships with leading business service providers and is syndicating these services through Commerce One.net to provide unparalleled customer access to high-quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

About Bottomline Technologies

Bottomline Technologies® (NASDAQ: EPAY - news) is the leading provider of Web-enabled billing, payment, and electronic banking solutions for the business-to-business market. Bottomline`s three integrated e-business offerings enable corporations and financial institutions worldwide to integrate, automate, and streamline the entire financial supply chain. PayBase® provides a pathway from traditional paper checks to electronic payments, as well as sophisticated messaging, remittance, and anti-fraud tools. NetTransact(TM), the Company`s business-to-business bill presentment and payment suite, enables enterprise billers and their trading partners to electronically present, adjudicate, and pay bills on-line. Bottomline`s BankQuest(TM) is a corporate and institutional browser-based electronic banking platform that provides information reporting and transactional services for cash management, trade finance, and securities processing. Today, Bottomline`s offerings are utilized by over 5,500 organizations representing every major industry sector. Founded in 1989, Bottomline maintains its corporate headquarters in Portsmouth, NH and international headquarters in Reading, England. Bottomline also has satellite offices located in most major cities. For more information, dial [phone] or visit Bottomline on the web at www.bottomline.com

[SteffenP]

Last Update: 12:46 PM ET Oct 2, 2000:

Monday, October 02, 2000

MSFT to make announcement
--12:46 pm - By Chris Kraeuter
Microsoft (MSFT: news, msgs) says it will make a "major e-commerce announcement" on Thursday at 5:30 p.m. EDT. The announcement will be made in Austin, Texas. Microsoft shares are down $1, or 1.7 percent, to $59.31.

Wen schluckt Billy jetzt??

[Eboerse]

Hallo Zusammen
Die Bottomlines Technologies News ist doch wirklich gut.
Demnach liefert B-Technologies bevorzugt Software an Commerce One.
Mit dieser Software soll ein problemloser Zahlungsverkehr mit Einhaltung aller gewünschten Sicherheitsstandards gewährleistet werden.
Die B-Technologies Software deckt alle gewünschten Lösungen des Online Zahlungsverkehrs ab und wird ab sofort in Commerce One.net eingesetzt.
Das sind doch alles sehr wichtige Details und Lösungen um ein zügiges Voranschreiten des kompletten Handels auf den Portalen zu ermöglichen.
Gruß
eboerse

[x3d]

Bitte Leute, bitte, macht endlich diesem Monster-Thread ein Ende: 300 Einträge sind mehr als genug - da muß man ja stundenlang laden!

"liegt warscheinlich daran, daß viele einfach nicht wissen, daß man die letzten aktuellen Einträge mit einem Klick auf das weiße Zettelchen in der Treadübersicht erhält."

Also ich komme über diesem Klick erst zum Treadende, wenn alle Daten geladen sind oder habe ich schon wieder einen veralteten Browser (IE5.0) ?!


Danke!!!!!!!!!!!!!!!!!!!!

Gruß,
x3d

[robby.r]

hallo x3d

ca.4-5 sek. ladezeit für die letzten 20

[superbuschi]

Hallo CMRC-Gemeinde!

die nächsten 2 Wochen bin ich in Urlaub und werde nichts posten, dennoch werde ich den Kursverlauf beobachten.
Was den Kursverlauf von CMRC angeht, bin ich sehr bullish!

Komme kurz vor den Zahlen am 19.10. zurück und gehe davon aus, daß CMRC bis dahin die 100$ Marke überschritten hat.

Weiterhin gilt meine oft geposte Meinung zum B2B- Bereich.
Virtuellen Marktplätzen gehört die Zukunft und CMRC wird mit seinem Geschäftsmodell überproportional davon profitieren!

Gruß,
superbuschi

CMRC-strong Buy!!!

[Stauder10]

Hallo superbuschi,
ich werde Dich vermissen, schönen Urlaub wünsche ich Dir.

CMRC-strong buy!!!

[CrazyBroker]

Wir haben uns heute ziemlich nah der 200-Tagelinie genähert, besteht charttechnisch gesehen eine Gefahr, wenn diese unterschritten wird?
Wird dabei ein Verkaufsignal generiert?

Bye Hansi

[NobbiSorglos]

Das Verkaufssignal ist DA!!!!!
Ich brauch noch welche

NobbiSorglos

[DimStar]

Online B2B Will Hit $6.3 Trillion In 2005 - Study

By Michael Bartlett, Newsbytes
NEW YORK, NEW YORK, U.S.A.
02 Oct 2000, 2:32 PM CST
Public perception might credit business-to-consumer (B2C) activity as the most important Internet commerce sector, but a study released today by Jupiter Research predicts that online business-to-business (B2B) trade will come to dominate the Net within five years.

John Katsaros, vice president of Jupiter Research, said, "If you look at the movement to online by B2B versus B2C, B2B is much more massive. What B2B has experienced in its transition to online so far is the tip of the iceberg. Up to now, you never saw more than 20 percent move over. Over the next 10 years, 80 percent of B2B will move online. The transition will be fast and deep, and it will make B2C pale in comparison," he predicted.

Katsaros, who co-authored the study with Jean Gabriel-Henry, said that there is a fundamental difference between B2B and B2C. "In B2C, there will always be the traditional aspect of people going to malls and stores to go shopping. That is not going to disappear. On the other hand, businesses are motivated to move online by greater efficiency."

According to the Jupiter study, online B2B commerce in goods will total $336 billion this year for the United States alone. The study foresees a twenty fold rise to $6.3 trillion in 2005.

Katsaros said this rise will be fueled by the fact that formerly separate businesses are connecting to create what he termed "online supply chains."

"Last decade," he said, "companies began wiring themselves by putting in computers. Now, you see the wiring of industries together like a chain. Suppliers are linking to their suppliers and to the manufacturers. There is a cascading tier of companies, each supplying the next. Because they are becoming more connected, they are cooperating more and things like airplanes and cars are being built faster and more efficiently."

The study predicts that the leader of the B2B economy will be the computer and telecommunications industry, which Jupiter regards as one combined market. In 2005, this area is projected to surpass $1 trillion in online sales. In second place is expected to be the food and beverage industry, with a predicted $863 billion. Trailing the top two will be motor vehicles and parts, $660 billion, industrial equipment and supplies, $556 billion, and construction and real estate, $528 billion, according to Jupiter.

Asked why computer and telco equipment might lead the way by such a large margin, Katsaros replied, "For one thing, it is a big space. Also, it has a high readiness factor. The industry is prepared to move online."

Jupiter Research is a part of Jupiter Media Metrix [NASDAQ:JMXI].

More information on Jupiter Research can be found at http://www.jup.com .


http://www.newsbytes.com/pubNews/00/156024.html

[DimStar]

Schade, daß in diesem Artikel nicht die konkreten Probleme angesprochen werden.

http://www.afr.com.au/information/20001003/A28333-2000Oct2.h…


corProcure aborts online auction

By Ben Potter


The complexities of business-to-business e-commerce were laid bare last week when corProcure, the Melbourne-based blue chip buying club, was forced to abort its maiden reverse auction because of teething problems.

The disappointment came two days after Cable & Wireless Optus had a successful reverse auction for $300,000 of office products via net Auctions, an extension of the carrier`s rival CWO MarketSite. C&W Optus claimed savings of 13 per cent off purchase prices.

However, corProcure was attempting a more ambitious auction involving 12 of the buying club`s 14 corporate members, nine registered suppliers and "a couple of million dollars" worth of office consumables, chief executive Mr Cameron Moroney said.

"I`d rate it as successful on 80 per cent of the front, and on 20 per cent of the front I`d say it wasn`t successful. That`s the purpose of closing it down and having a look at the totality of it," he said.

The reverse auction lasted about 90 minutes on Friday morning and was conducted on Commerce One`s marketsite in America.


Mr Moroney said he wasn`t aware of an e-commerce reverse auction involving multiple buyers and it raised a number of issues, including getting the participants together in the same electronic market-place and agency agreements allowing corProcure to act on their behalf.

"We have not closed out [on] the transaction because what we found was a number of things that worked and some that didn`t work.

"So we have invited the buyers to sit down at a workshop with those nine suppliers ... to go through the whole process," he said.

One of the questions that would be asked was whether reverse auctions were the right way to proceed with multiple buyers or whether a different method should be found to transact this sort of business.

Mr Moroney said the auction "had to be real, had to be out online, that`s the only way you can take this thing out for a run".

"It`s just new territory. When we were briefing the suppliers we said: `Be aware that it`s real, but at the same time view it as a learning process.` There`s devil in the detail here," Mr Moroney said.

"All the theories are fine but [it is different] when you put the rubber on the road. I don`t think there`s anyone in corProcure who`s been under any illusion that this is not going to be full of hard yards."


C&W Optus carried out its purchase of office supplies on its own behalf, with the tender won by Sydney-based National 1. The CWO MarketSite, a joint venture with Commerce One, will also be available to C&W Optus customers.

Meanwhile, C&W Optus said it had come to a "good commercial arrangement" regarding its exclusive Australasian licence over the Commerce One marketsite platform.

However, it does not afford the carrier any participation in corProcure.

corProcure`s decision to choose a Commerce One platform in Singapore has been seen as a way of avoiding C&W Optus`s rights and allowing corProcure member Telstra to host the site without involving C&W Optus.

[DimStar]

UGI To Join B2B Purchasing Exchange
VALLEY FORGE, PA, October 2-- UGI Corporation (NYSE:UGI) today announced that its UGI Enterprises, Inc. unit has agreed to join Enporion, Inc. as a founding member. Enporion is an open, global procurement exchange for the energy industry currently headquartered in Chicago, Illinois.

http://www.shareholder.com/ugi/news/20001002-24566.htm

[DimStar]

Die Nervösität bei PaperX (powered by Ariba) könnte darauf zurückzuführen sein, daß sie merken, daß mit ForestExpress ein stärkerer Konkurrent am Start ist und warscheinlich von C1 aufgebaut wird ... sehr interessant

http://www.silicon.com/public/door?REQUNIQ=970478746&6004REQ…

Current e-marketplace business model is untenable


The existing model for B2B internet exchanges is untenable and will fail, according to PaperX, an online marketplace for the commercial paper industry.

The organisation claims users of exchanges will refuse to pay per transaction fees because CEOs worry they are signing a blank cheque by getting involved. Hedda Bird, marketing director for PaperX, told silicon.com it was changing to a flat-rate charge.

She said: "The complexity of the fees they have to charge, the fact that clients don`t want to sign a blank cheque, and the current lack of liquidity in these markets will very quickly mean they [firms charging per transaction fees] will go out of business."

Most B2B marketplaces operate on this premise, including all Commerce One markets such as Automotive industry exchange Covisint and the Global Trading Web.

However Bird claims: "With transaction fees, suppliers see you as a barrier between them and their customer, whereas with fixed fee charging they see you as a partner in delivering ecommerce solutions."

Andrew Tanner-Smith, industry analyst at Frost and Sullivan, claimed a flat-fee model was inevitable in any commodities market. However, he warned that "even a flat fee is going to look unattractive, unless companies like PaperX add some real value to their service".

PaperX plans to charge participants between E0.5m (£300,000) and E3m (£1.8m) to join the exchange.

Technology provider, Ariba, also agreed there was a move toward different charging models. Jon Watton, marketing director for Ariba UK, said "there is less and less tolerance of the transactional model."

Exchange software provider Commerce One, whose business is largely predicated on a transaction-based model, refused to comment directly on PaperX`s claims.

Patrick Meyer, director of corporate communications for Commerce One EMEA, said: "If PaperX feel a flat-rate model is best for them then great. This is an embryonic industry, with space for many different business models. We are convinced our strategy is the right way forward."

SILICON SAYS: The internet exchange business is still very young, with the parameters yet to be defined. Whether a flat rate or a transactional business model prevails remains to be seen, but what is certain is that we have to work hard to ensure the barriers to entry - especially to smaller suppliers - are as low as possible. Otherwise all these ventures - and even the mighty Commerce One - may fail.

[DimStar]

http://www.datamonitor.com/viewnewsstory.asp?id=1080

Commerce One.net: strong supply chains make loyal customers 2 Oct 2000


Commerce One.net is adding to its eLogistics offerings.

Commerce One.net has recognized that long-term success in the eLogistics arena will depend on seamless integration of services. This can only be achieved through strong relationships with suppliers, bringing them together under one roof. The addition of 3Plex.com and Logistics.com strengthens the company`s service offerings. It must now aim to keep its suppliers happy.

Marketplaces and applications such as those of 3Plex.com and Logistics.com are springing up across the logistics industry. Those that praise them recognize the efficiencies offered by their capability to match, manage and optimize transportation activities. Their principal drawback lies in their focus on short-term elements such as lowest price or greater speed to the detriment of establishing long-term relationships with partners in the supply chain. Long-term success will depend on developing a complete solution with strong links in the supply chain that will create customer loyalty.

Commerce One.net appears to be on its way to becoming such a solution. Introducing 3Plex.com into its B2B portfolio offers the application of the principal specialist in the online transport market for the trucking sector. Alongside this, Logistics.com`s Digital Transportation Marketplace solution, offering real-time online trading services for transportation procurement and management, enhances a global trading network that already includes financial platforms, web-centric technology applications and security solutions.

The ongoing affiliation of leading operators from all areas of eLogistics and eBusiness means that Commerce One.net`s coverage of the supply chain requirements is one of the most developed and comprehensive ones available in the market. If it can maintain good relationships with its suppliers it can look forward to a substantial clientele.

[SteffenP]

Moin, moin @all:

Monday October 2, 4:39 pm Eastern Time
Press Release
SOURCE: Extensity Inc.
Extensity Connects Buyers to Commerce One.net
EMERYVILLE, Calif., Oct. 2/PRNewswire/ -- Extensity(TM) Inc. (Nasdaq: EXTN - news) today announced the availability of Extensity Connect version 5.5, delivering the integration of Extensity`s procurement solution with the Commerce One.net e-marketplace (Nasdaq: CMRC - news). Through this integration, Extensity Purchase Reqs customers can access any e-marketplace in the Global Trading Web through Commerce One.net. This integration links Commerce One.net content management and transaction services with Extensity Purchase Reqs. As a result, the Extensity e-catalog server will automatically update with item information and contract pricing from selected suppliers. Commerce One.net transaction services will allow the Extensity procurement customers to use Commerce One.net as a hub for communicating real-time price, availability, purchase order, and status information to and from Extensity Purchase Reqs and suppliers.

The integration with Commerce One.net means Extensity customers get a choice of Internet e-marketplaces for their procurement needs, while still ensuring consistent policy enforcement and business intelligence across their workforce.

``We are excited to welcome Extensity and its customers to Commerce One.net,`` said Roy Satterthwaite, vice president of Commerce One.net. At Commerce One, Inc. ``We believe tight integration with the Extensity solution will mean that more buyers have access to the Global Trading Web, enhancing our ongoing effort to move the world`s business commerce onto the Internet.``

``As a result of our integration with Commerce One, Extensity is helping their customers reduce the costs associated with online procurement,`` said Elizabeth Ireland, vice president of marketing, Extensity. `` Our ongoing relationship with Commerce One helps us to deliver to our customer the most streamlined end-to-end solution for automating the entire indirect procurement process.``

Extensity Connect

Extensity Connect offers Web-based access to all the resources employees need to complete business tasks and make timely, informed decisions. Connect integrates Extensity`s workforce optimization applications, including expense reports, time tracking, purchase requisitions and travel plans, with relevant Internet content and commerce, as well as with backend financial and HR systems. From a range of platforms, including Palm handhelds and soon from Web-enabled cell phones, employees can book and expense a business trip; enter or approve project time; plan a corporate event or online meeting; and purchase goods and services from an online marketplace.

About Extensity

Extensity is the leading provider of Internet-based applications for travel and expense reporting, project time capture and procurement. With its flagship product, Extensity Connect, Extensity is a pioneer in workforce optimization -- a category of business solutions that leverage the Internet to free employees from the hassles of time-consuming and costly administrative tasks. Extensity has licensed 475,000 seats worldwide to over 170 customers, including A.T. Kearney, Bestfoods, Cisco Systems, Four Seasons Hotels, and Home Box Office. More information about Extensity is available on its web site located at http://www.extensity.com

[Azerim]

Moin!

@DimStar,
zu dem posting "current e-marketplace business model is untenable":

ich finde diesen bericht beunruhigend.
Wenn nämlich die klienten einer handelsplattform transaction fees grundsätzlich ablehnen und diese art der bezahlung als "barrier between them and their costumers" ansehen sollte das schon zu denken geben...
das c1-modell basiert nunmal zum allergrößtenteil auf eben dem verfahren welches hier auf einer bereits laufenden plattform von den kunden rigoros abgelehnt wird...
sicherlich ist dies nur eine meldung von vielen, sie bestätigt aber so ein bischen meine vor einiger zeit geäußerten bedenken bezüglich des marketing modells z.B. von c1.
ich frage mich ob c1 es schafft, die megakonzerne so fest an sich zu binden, daß sie den elektronischen handel nicht irgenwann "unter sich" aufbauen und unliebsame "barriers" wie c1, außen vor lassen.
dabei denke ich an ein szenario wie es zwischen priceline und den fluggesellschaften abgelaufen ist.

meinungen?

gruß azerim

[SteffenP]

@Azerim: PaperX ist mit seinem Gebührenmodell auf die Nase gefallen und leckt nun die Wunden. Das bedeutet aber nicht im Umkehrschluss, dass dies für alle Gebührenmodelle so aussehen muß.

Wo viele an einem boomenden Markt teilnehmen wollen, wird es auch Firmen geben, die am Markt vorbeikalkulieren.

Darüberhinaus bemerkt Miss Bird:

However Bird claims: "With transaction fees, suppliers see you as a barrier between them and their customer, whereas with fixed fee charging they see you as a partner in delivering ecommerce solutions."

Also nichts grundsätzliches gegen Gebühren, sondern diese eine Form von Paperx.

Mal ehrlich: Wer soll den ganzen Aufwand zur Installierung einer Exchange betreiben, wenn er daraus keinen Vorteil ziehen will und kann?

Das Gebührenmodell ist ja nicht das einzige was zu relativieren ist, sondern die Services, die darüberhinaus angeboten werden und Einnahmen beinhalten.

Bitte lies Dir, wenn noch nicht geschehen, das Interview von Mark Hoffmann durch, insbesondere den Teil, der sich mit Gebühren und auch mit Wettbewerb beschäftigt!

[AndyBusch]

ein Ausschnitt aus dem von SteffenP angeführten Interview mit M. Hoffman:

----------------------------------------------------------------
I think you`re gonna see -- on the basic transaction of buying and selling -- it`s gonna feel pressure over time. Today there is no pressure in this marketplace because people are just happy to get automated and saving so much money. But as more and more of these things come up -- maybe it`s a year; maybe it`s two years from now `- you`re gonna start to feel pressure in those marketplaces. And so the basic buying and selling transaction is gonna get monetized so you`ve gotta lay your services on top of that. Like collaboration, e-requisition, or ERP, advertising. Literally hundreds of services that are gonna get layered on top of these things, so you`ve gotta keep driving new services into the marketplace and be able to get an added value for those services. Because I don`t even think we understand yet some of the business ramifications of the exchanges and some of the automation that they`re driving.
----------------------------------------------------------------
wie das bei auctions/reverse auctions aussieht, also ob es ebay-like Transaktionsgeühren gibt, ist eine andere Frage.
Aber %-Transaktions-Modelle für einfaches e-procurement, werden sich langfristig nicht halten lassen. Darauf hat übrigens DimStar m.W. schon lange hingewiesen.
Die Zauberformel lautet: welche zusätzlichen Features/Dienste kann CMRC anbieten und vergebühren (siehe 2. statement in bold).
CMRC ist durch die jüngsten Kooperationen m.E. auf dem richtigen Weg.

Anbei ein Artikel, der sich mit der Frage beschäftigt, ob B2B bei einem Wirtschaftsabschwung auch Federn läßt oder sogar davon profitieren könnte.

http://www.line56.com/articles/default.asp?NewsID=1435

So ähnlich habe ich übrigens auch gedacht, als ich meine ersten CMRC-Positionen aufgebaut habe . Der Markt hatte eine andere Meinung. Zum Glück gab es im Sommer reichlich Gelgenheit zum verbilligen

grüße Andy

[Azerim]

@steffen


danke für den hinweis, aber falls ich es richtig verstanden habe, werden die "fixed fees" von denen bird hier spricht in form einer flatrate eingezogen. im zusammenhang mit dem gebührenmodell von c1 war aber meines wissens immer von transaction fees die rede, also einem gewissen %satz an jeder transaktion den c1 einstreicht.
wie auch immer...
ich wollte eigentlich nur darauf aufmerksam machen, daß - wie du ja auch geschrieben hast - der aufbau möglichst vielfältiger serviceleistungen rund um das b2b geschäft den wahren gewinner in diesem markt ausmachen werden. Kurzfristig ist das natürlich nicht von großer relevanz da es erstmal darum geht sich neue kunden zu sichern, wenn es dann aber darum geht diese kunden zu halten wird es interessant.
damit wir uns nicht missverstehen: ich bin absolut davon überzeugt, daß der b2b markt die bombe der zukunft sein wird und sehe c1 ganz klar als den innovativsten der big player, außerdem ist c1 meiner meinung nach inzwischen durch die absolut überzeugenden partner am besten im markt positioniert.
bin selbst groß & langfristig in c1 investiert
trotz allem wird es nicht einfach werden den einmal eroberten markt auch zu verteidigen...

[Azerim]

@andy vielen dank

ok freunde, ich denke, daß wir uns verstehen und der gute Mark das kind schon schaukelt!

gruß
azerim

[HBraun]

@ Azerim

Sorry, aber ich glaub, Du hast nicht richtig verstanden, was Covisint ist.
Covisint ist der Internet-Handelsplatz der drei großen Automobilkonzerne und Commerce One liefert die Software dazu, ist also keineswegs eine unliebsame Barrier. Du befürchtest, daß die großen Konzerne irgendwann einen elektronischen Handel unter sich aufbauen werden - nun, genau das haben sie getan. Mit der Hilfe von Commerce One, die dafür 15% der transaction fees von Covisint bekommen. Geschätzte 100 Mio$ jährlich.

Viele Grüße, Heiko

[mori]

Hallo

Exostar live


News Alert from PR Newswire via Quote.com
Topic: (NYSE:LMT) Lockheed Martin Corp, (NYSE:BA) Boeing Co, (NYSE:RTN) Raytheon Co, (NASDAQ:CMRC) Commerce One, Inc. (NM), (NYSE:RTN) Raytheon Co
================================================================
Quote.com News Item #17024156
Headline: Aerospace and Defense Industry`s E-marketplace Opens for Business, Exostar Meets Third Quarter Commitment


================================================================
RESTON, Va., Oct. 3 /PRNewswire/ -- Exostar(TM), an independent, global
e-marketplace for the $400 billion aerospace and defense industry, has gone
live conducting its first business transactions on the World Wide Web.
Exostar was formed last March when BAE SYSTEMS, Boeing, Lockheed Martin
and Raytheon agreed to buy and sell on a common industrywide exchange to
achieve significant administrative and cost improvements.
"We made a commitment to have Exostar operational the third quarter of
this year, and after only four months of planning and development, Exostar,
our web-based global exchange went live on September 29 and met that
commitment," said Kent Swanson, Exostar Acting Chief Executive Officer and a
partner at Andersen Consulting.
"Exostar is an open, independent e-marketplace. Since inception, our goal
has been to use the Internet to bring together manufacturers, suppliers and
service providers along with airline and government customers, in a secure
e-marketplace -- increasing reach, reducing costs, improving efficiencies, and
delivering more value.
"Exostar is one of the most visible examples of an e-marketplace bringing
together a global industry. We had strong support from all of our partners,
including Commerce One, which was part of the technology team," Swanson said.
Exostar also announced that it has signed a definitive agreement naming
Commerce One Inc. as the lead e-marketplace technology partner for the
business-to-business exchange. The Exostar website, http://www.exostar.com,
which was activated in July, now serves as the portal for all business
transactions.
Exostar represents the cooperative efforts of some of the world`s largest
aerospace and defense companies -- BAE SYSTEMS, Boeing (NYSE:BA), Lockheed
Martin Corp. (NYSE:LMT), and Raytheon Co. (NYSE:RTN, RTNB), which were the
four founding strategic partners. While the global e-Marketplace is owned and
operated by Exostar as a separate company, each of the founding partners holds
an ownership stake in Exostar with an additional equity stake reserved for
additional partners. Commerce One (NASDAQ:CMRC) also owns a stake in the
exchange as a strategic investor and lead technology provider. As the lead
business integrator and program manager, Andersen Consulting led the effort to
design, build and launch Exostar.

SOURCE Exostar
-0- 10/03/2000
/CONTACT: Ron Jury, 212-614-5009, [e-mail], or Samantha Lucas,
212-614-4383, [e-mail], both for Exostar/
/Web site: http://www.exostar.com/

[CrazyBroker]

Und wieder eine news, die "verheizt" wird!
C1 hätte die news der letzten 3 Wochen für bessere Zeiten aufheben sollen.

Bye Hansi

[isaaacc]

von der c1 homepage:


Tuesday October 3, 12:59 pm Eastern Time
Press Release
SOURCE: Exostar
Aerospace and Defense Industry`s E-marketplace Opens for Business, Exostar Meets Third Quarter Commitment
RESTON, Va., Oct. 3 /PRNewswire/ -- Exostar(TM), an independent, global e-marketplace for the $400 billion aerospace and defense industry, has gone live conducting its first business transactions on the World Wide Web.

Exostar was formed last March when BAE SYSTEMS, Boeing, Lockheed Martin and Raytheon agreed to buy and sell on a common industrywide exchange to achieve significant administrative and cost improvements.

``We made a commitment to have Exostar operational the third quarter of this year, and after only four months of planning and development, Exostar, our web-based global exchange went live on September 29 and met that commitment,`` said Kent Swanson, Exostar Acting Chief Executive Officer and a partner at Andersen Consulting.

``Exostar is an open, independent e-marketplace. Since inception, our goal has been to use the Internet to bring together manufacturers, suppliers and service providers along with airline and government customers, in a secure e-marketplace -- increasing reach, reducing costs, improving efficiencies, and delivering more value.

``Exostar is one of the most visible examples of an e-marketplace bringing together a global industry. We had strong support from all of our partners, including Commerce One, which was part of the technology team,`` Swanson said.

Exostar also announced that it has signed a definitive agreement naming Commerce One Inc. as the lead e-marketplace technology partner for the business-to-business exchange. The Exostar website, http://www.exostar.com, which was activated in July, now serves as the portal for all business transactions.

Exostar represents the cooperative efforts of some of the world`s largest aerospace and defense companies -- BAE SYSTEMS, Boeing (NYSE: BA - news), Lockheed Martin Corp. (NYSE: LMT - news), and Raytheon Co. (NYSE: RTN - news, RTNB - news), which were the four founding strategic partners. While the global e-Marketplace is owned and operated by Exostar as a separate company, each of the founding partners holds an ownership stake in Exostar with an additional equity stake reserved for additional partners. Commerce One (Nasdaq: CMRC - news) also owns a stake in the exchange as a strategic investor and lead technology provider. As the lead business integrator and program manager, Andersen Consulting led the effort to design, build and launch Exostar.

SOURCE: Exostar

stay long and prosper!

[isaaacc]

bin mit uebermuedeter blindheit geschlagen!
superdoppelgepostet.
danke, isaaacc!
gehe besser schlafen!

[DimStar]

hallo Azerim,

es gibt eine Vielzahl möglicher und unmöglicher Pricing-Modelle für eine Vielzahl möglicher Services von b2b-Plattformen. Z.B. macht es für Auktionsservices Sinn, einen bestimmten Prozentsatz vom Handelswert zu veranschlagen, während eine simple Transaktion, bei der die Exchange nur mit dem "Matching" dient und z.b. eine Bestellung weiterleitet vielleicht nur 0,50 $ kostet. ich möchte dazu nochmal auf die Aufstellung von EOffering verweisen http://www.eoffering.com/analyst/patrick_mason/pdf/pm_040720…. C1 verfügt nun über eigene Marktplätze (home in california, C1 India, C1 Israel, usw.) und hat zahlreiche Exchange-Joint-Ventures mit großen Partnern gegründet. Eine Joint-Venture-Firma wie Exostar wird sich überlegen, welche Gebühren für welche Services sie erhebt. Möglicherweise werden sie sich dazu an den Erfahrungen von C1 zunächst orientieren. C1 wird darauf langfristig aber wohl kaum Einfluß nehmen, jedoch einen kleinen Teil des Umsatzes durch "Revenue Sharing" (Umsatzkosten/Cost of Revenues für Exostar) erhalten, weil sie zum langfristigen Hauptlieferant der Technologie (und dazu werden viele Komponenten in Zukunft gehören) berufen wurden. Ich glaube, daß die Gefahr eines Kundenverlustes gerade aufgrund dieser Konstellation und den großen Kosteneinsparungen einer procurement-lösung an sich (ob es die aktuell beste Technologie ist oder auch nicht) sich höchstens auf die Testphase beschränkt (bei der GlobalHealthCareExchange passte z.b. die Ariba/i2/IBM-Lösung offenbar nicht mit den Vorstellungen der GHCE überein oder sie haben mit CentriMed für ihre Anforderungen etwas besseres gefunden). Wenn sich ein bestimmtes Modell als nicht mehr zeitgemäß erweist oder für eine bestimmte Industrie nicht passt, wird eine Firma wie Exostar oder Covisint sicherlich darauf reagieren, ich würde auch nicht Spezialkonditionen für bestimmte Kunden wie Ford ausschließen. Es ist hierbei wie in jedem anderen business: Umso größer der Mehrwert für einen Kunden, desto größer das Einnahmepotential für einen Serviceanbieter wie Exostar. Deshalb halte ich das unten gepostete Statement von Datamonitor bzgl. Logistiklösungen auch für erfreulich.
da stehen uns wohl noch eine Menge Kooperationen mit ASP-Anbietern ins Haus. Heute gab es auch wieder 2 neue Partner.
http://biz.yahoo.com/bw/001003/oh_shiplog.html
http://biz.yahoo.com/prnews/001003/ca_xporta_.html

[SteffenP]

Internet stocks turn higher
Another I-consultant warns; Net leaders fuel rally

By Bambi Francisco, CBS.MarketWatch.com
Last Update: 2:01 PM ET Oct 4, 2000 NewsWatch
Latest headlines

NEW YORK (CBS.MW) -- Internet stocks raged higher Wednesday as investors picked up the leaders at relatively compelling prices while some found it prudent not to sell stocks right before earnings announcements.

"There are some good opportunities being created right now," said Larry Seibert, portfolio manager at Barrett Associates, who said he`s just browsing.

And the leading Internet names appear to be the safest place across the broad Internet landscape to have exposure, he suggested.

Yahoo (YHOO: news, msgs) rose 4 percent. EBay (EBAY: news, msgs) added 5 percent while Ariba (ARBA: news, msgs) rose 8 percentl;

"The market is oversold," said James Glickenhaus of Manhattan-based Glickenhaus & Co. "And at these levels, it`s hard to be short in front of the actual earnings reports."

Yahoo reports it third-quarter results next Tuesday.

Of course, never underestimate the power of some form of chaos theory to take the market higher, Glickenhaus added. "A butterfly flaps its wings in Hong Kong, it snows in Miami and Internet stocks go back up."

The Goldman Internet Index opened lower, popped into positive territory, and fell back into the red within an hour of trading. But by midday, the Net barometer rose 2 percent.

On Tuesday, the Net gauge fell 5.5 percent to 380.95, its lowest level since August of last year. See Net stocks, Tuesday.

The Amex Internet Index inched rose 3 percent, after losing 4 percent Tuesday. Merrill Lynch Internet Holdrs added 4 percent.

But in the business-to-business sector, investors filled their shopping baskets. Merrill Lynch B2B Internet Holdrs rose 5 percent. Along with Ariba, Commerce One (CMRC: news, msgs), Art Technology (ARTG: news, msgs) and FreeMarkets (FMKT: news, msgs) surged.

Razor nicks

But the risk of owning these stocks, no matter how relatively appealing at these levels, is high given the difficult rate and earnings environment.

"The interest-rate environment is so powerful," said Seibert. "Until the Fed goes to a more neutral or easing posture and we get through this period of lowering earnings expectations, then the market will remain choppy."

Lante (LNTE: news, msgs) plunged 29 percent to $3.33 after the I-consultant said that it`s been nicked by the same razor used by its peer group. Lante said third-quarter sales would fall between 12 and 15 percent from the second quarter. Analysts had expected that revenue would grow by 10 percent.

Amazon.com (AMZN: news, msgs) initially fell to $32 before investors jumped in and drove the stock to $36.50 by midday. The stock was down earlier after Robertson Stephens analyst Lauren Cooks Levitan reminded investors that being the biggest e-tailer on the Web doesn`t translate to profits.

Yahoo rose to $87 by midday, but had fallen to $82.50 earlier.

David Readerman, director of Internet strategies at Thomas Weisel Partners, reiterated his "strong buy" and assured investors that the e-media giant will "meet" expectations. In the past, meeting expectations may have been considered a base hit as opposed to a home run for exceeding expectations. But in the current market environment, just making the grade may be good enough.

EarthWeb (EWBX: news, msgs) shot up 20 percent to $10 after the provider of IT services and resources said it expects third-quarter revenue of between $20.7 million and $20.9 million. The company forecast third-quarter earnings before interest, taxes, depreciation and amortization, or EBITDA, to come in at a loss of $2.4 million to $2.6 million. The company, which said its cash position stood at $48 million at the end of the quarter, attributed the better than expected performance to the healthy profit margins and new customers at its dice.com online jobs business. EarthWeb said it now expects to achieve profitability on an EBITDA basis in the first quarter of 2001.


--------------------------------------------------------------------------------
Bambi

[boxenstopp]

wieder über 65 $

[AndyBusch]

Commerce One lands three customers
[urlhttp://www.upside.com/News/39db6e450_yahoo.html[/url]
Commerce One lands three customers
October 04, 2000 10:45 AM PT
by Adam Feuerstein

Downgrades? Who needs your stinking downgrades?

Shrugging aside a negative analyst report Tuesday that sent its stock tumbling, Commerce One (CMRC) pushed back with three new customer wins, including a large consortium trading exchange win with partner SAP (SAP).

ForestExpress, a large Internet trading exchange founded by International Paper (IP), Georgia-Pacific (GP) and Weyerhaeuser (WY), said today it has selected Commerce One and SAPMarkets as its technology provider.

This is the fifth announced mega-marketplace win for the Commerce One-SAP team. Commerce One executives have hinted that another customer has landed in the win column, but has yet to be announced.

"This further demonstrates the momentum of our joint solution with SAP," says Chuck Donchess, Commerce One`s chief strategy officer. "We`ve only been together since June and we already have multiple customer wins."

Donchess adds that ForestExpress chose Commerce One-SAP over the trading exchange "Alliance" of Ariba (ARBA), i2 Technologies (ITWO) and IBM (IBM).

Commerce One said it will also build an online marketplace for the outdoor products industry. Dubbed the Worldwide Outdoor Products Exchange, the marketplace will be built in a joint venture between Commerce One, Sterling Commerce, a unit of SBC Communications (SBC) and eOutdoors.

Lastly, Commerce One won a contract to power a marketplace for Seat Pagine Gialle, a European publisher of telephone directories.

On Tuesday, Jefferies analyst Richard Williams downgraded Commerce One to a hold, citing concerns over the company`s high valuation and a potential slow-down in sales of b-to-b software. In a day when all b-to-b stocks were pounded, Commerce One lost $13.68, or 19 percent, to $58.88.


With two hours to go before the closing bell, Commerce One is up $5, to $63.88.
-----------------------------------------------------
eine andere Kommentierung unseres C1-Freundes Joe Bousquin
Commerce One Looks Past Tuesday`s Downgrade and Touts Its Strengths
By Joe Bousquin

http://www.thestreet.com/_yahoo/tech/internet/1110156.html
J.B. weist noch auf einen amüsanten Aspekt hin:
------------------------------------------------------
But wait, just like a set of Ginsu knives, there`s more. Commerce One also will build an e-marketplace for the outdoor products industry. It`ll be Worldwide Outdoor Products Exchange. (The fact that Commerce One is powering an exchange for people who usually love trees as well as one for people who usually cut them down wasn`t mentioned.)
------------------------------------------------------
A bisserl zynisch muss man schon sein im Geschäftsleben.

grüße Andy
Das gestrige down-grade von Jeffries war ein NULL-event.
CMRC: aktuell: 65 1/8. also nicht die Nerven verlieren. Nur Real-Time-Kurs Analysten/Anleger werden nervös.

[buckweiser]

CMRC goes global: Polen, Israel, Italien - bin optimistischer denn je

Grüsse, buck

[4604]

Ist die voreaningsrally gestartet????????sieht ganz danach aus??
Denke jetzt könnte es endlich so richtig los gehen.
Vom Gesamtmarkt ist auch wenig Gefahr da.Earnings müsste für Entspannung sorgen.

GO CMRC

[bennoerika]

Hi Leute!

Bin neu im Board und C1 Fan, Grüße an Euch alle.
Habe ein paar News von der C1 Hompage,

IT Radio Network Goes One on One With Mike Uomoto, VP, Operations, MarketSite Business
Unit at Commerce One

LOS ANGELES--(BUSINESS WIRE)--Oct. 4, 2000--IT Radio Network, "The Voice Behind eBusiness," is now
featuring a one-on-one interview with Mike Uomoto, vice president of Operations, MarketSite Business Unit
at Commerce One (NYSE:CMRC), as part of its exclusive spotlight on Commerce One`s eLink2000.

During the interview, Uomoto discussed the difference between Commerce One and CommerceOne.net.
"CommerceOne.net is formerly called MarketSite.net," said Uomoto. "Commerce One basically has two major
Web sites -- CommerceOne.com, which is our corporate marketing Web site where you can go and find out
all about Commerce One, and CommerceOne.net is really the Commerce One e-marketplace."

Uomoto also discussed the company`s new alliance with SAP. "We`ve been actively working together,
bringing out basically a jointly developed product called Market Set, which is really designed from around
the direct goods collaboration and that area of the marketplace," said Uomoto.

"So we`re very excited. We also think that channel opportunity is huge. Obviously SAP (NYSE:SAP) brings a
huge installed base."

Other interviews available on Radio eLink include Mayur Shah, president of SAP Markets; Kristy Ward,
Partner Portfolio Marketing manager of HP (NYSE:HWP); Sunita Lokuge, Alliance manager for webMethods
(Nasdaq:WEBM); Stacey Epstein, director, Business Development for Extensity (Nasdaq:EXTN) and John
Harrell, senior director at New Era of Networks (Nasdaq:NEON).

These interviews and many others are available free online in RealAudio and text at
http://www.itradionetwork.com.

To access Uomoto`s interview directly, visit http://www.itradionetwork.com/scripts/elinkuomoto.html.

To access Radio eLink, visit http://www.itradionetwork.com/elink2000.html.

About IT Radio Network


IT Radio Network is an online audio business magazine that features a variety of tech trends, company
spotlights and one-on-one interviews with the people reshaping the world of technology. The site is
produced by Sky Radio, which produces radio programs for online magazines, a network of corporate Web
sites, several major airline carriers and CEOLive.com.

Interviews also currently available on IT Radio Network include WWF Entertainment (Nasdaq:WWFE),
FreeMarkets (Nasdaq:FMKT), Handspring (Nasdaq:HAND), WebEx (Nasdaq:WEBX), Peoplesoft
(Nasdaq:PSFT), Corio (Nasdaq:CRIO), Xpedior.com (Nasdaq:XPDR), 24/7 Media (Nasdaq:TFSM) and Author
Faith Popcorn.

CONTACT: IT Radio Network
Ann Given, 818/380-1980

Sterling Commerce, Commerce One and eOutdoors to Build Worldwide Outdoor Product
E-Marketplace

ORLANDO, Fla.--(BUSINESS WIRE)--Oct. 4, 2000--

First Global B2B E-Marketplace for $858-Billion
Outdoor Products Industry Will Be Based on Commerce One
and Sterling Commerce Solutions


Sterling Commerce, a worldwide leading provider of e-business solutions, and Commerce One, the leader in
global e-commerce solutions for business, announced a strategic alliance with eOutdoors to create the
Worldwide Outdoor Products Exchange, the first Internet site to combine a worldwide business-to-business
e-marketplace for outdoor products and services with a consumer information portal for outdoor enthusiasts.
The announcement was made at the Electronic Commerce World 2000 conference.

Available by the end of this year, the Worldwide Outdoor Products Exchange will enable member merchants
to streamline procurement and lower costs through cutting-edge technology, increased buying power and
industry auctions. Manufacturers can quickly introduce products to new markets, as well as reduce selling,
order processing and distribution expenses.

The Worldwide Outdoor Products Exchange will be powered by the Commerce One Net Market Maker(TM)
solution, allowing companies to customize and build e-marketplaces. eOutdoors will also use Sterling
Commerce`s e-business integration services and e-community development expertise. Backed by these
software and services, eOutdoors will focus on developing content and customers for this robust, fully
integrated many-to-many e-marketplace offering. In addition, Sterling Commerce will enable eOutdoors to
open new global markets through its 35 sales and support offices and partnerships in 55 countries around the
world.

"Commerce One`s and Sterling Commerce`s success in creating large- scale e-business communities gives
eOutdoors the best tools, technology and expertise available to build the largest and most efficient outdoors
products e-marketplace," said J. Brad Sharp, Sterling Commerce president and chief executive officer.

"Commerce One is pleased to be working closely with Sterling Commerce to move eOutdoors` industry onto
the Internet," said Chuck Donchess, executive vice president and chief strategy officer for Commerce One.
"Our e-business solutions will enhance eOutdoors` delivery to quickly connect buyers and suppliers and
rapidly drive liquidity through their e-marketplace."

The e-marketplace, which will be available at www.eoutdoors.com, will be available to the more than 140,000
U.S.-based suppliers and manufacturers and 1.25 million merchants catering to outdoor enthusiasts.
According to a 1998 Sporting Goods Manufacturers` Association Recreation Market Report and the
1997-1998 U.S. Census Bureau Annual Survey, this market is valued at $858 billion.

"The Worldwide Outdoor Products Exchange will enable highly efficient transactions between exchange
merchants, suppliers and manufacturers," said eOutdoors president G. Nathan Clakley. "eOutdoors` outdoor
products exchange, which currently has more than 6,000 merchant members, will expand sales by opening
new worldwide markets, reducing procurement costs and maximizing opportunities for all of our participants."

About eOutdoors


eOutdoors is the first to build a global business-to-business e- marketplace exchange for outdoor products
and services combined with a consumer information portal for outdoor enthusiasts. eOutdoors` B2B
exchange opens new markets, maximizes sales opportunities and enables highly efficient transactions
between outdoor merchants, manufacturers and suppliers. In addition, eOutdoors` consumer portal offers
exclusive consumer content, such as streaming video and audio, free e-mail, live view cams, maps and
weather, articles by experts and links to member businesses. eOutdoors` market consists of the more than
140,000 U.S.-based suppliers and manufacturers and 1.25 million merchants catering to outdoor enthusiasts-a
market valued at more than $850 billion annually. eOutdoors is located in Lafayette, California, and can be
reached by phone at 877/505-3688 or 925/284-3688. For more information, visit www.eOutdoors.com.

About Sterling Commerce


Sterling Commerce, a wholly-owned subsidiary of SBC Communications, Inc. (NYSE:SBC), is a worldwide
leading provider of e-business integration solutions for the Global 5000 and their commerce communities. The
company provides a comprehensive suite of software and services designed to support interaction between
customers, suppliers, business partners and employees through its e-marketplace, e-business integration and
e-business consulting solutions. For more information, visit www.sterlingcommerce.com.

About Commerce One


Commerce One (NASDAQ:CMRC) is the leader in global business e- commerce solutions. Through its
products, portals and services, Commerce One creates access to worldwide markets, allowing anyone to buy
from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest B2B
trading community. Comprised of many open e-marketplaces, the Global Trading Web provides
unprecedented economies of scale for buying organizations, suppliers and service providers worldwide.
Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and
industries to more efficiently conduct collaborative business on the Internet. Commerce One is located in
Pleasanton, California, and can be reached by phone at 800/308-3838 or 925/520-6000. For more information,
visit www.commerceone.com.

Commerce One, Many Markets. One Source. Global Trading Web, BuySite, MarketSite, Global Trading
Platform, Common Business Library, XML Development Kit, XML Commerce Connector, MarketSite Builder,
and SupplyOrder are either trademarks or registered trademarks of Commerce One, Inc. Enterprise Buyer and
MarketSet are trademarks of Commerce One, Inc and SAPMarkets. All other company, product, and brand
names are trademarks of their respective owners.

Forward Looking Statement:


The foregoing paragraphs include forward-looking statements within the meaning of Section 27A of the
Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.
These forward-looking statements include statements concerning the implementation of
business-to-business electronic marketplaces and the potential business benefits to be realized from such
marketplaces. These statements are subject to risks and uncertainties. Actual results may differ materially
from those described in such statements as a result of a number of factors. These factors include but are not
limited to the ability of Commerce One and Sterling Commerce to develop and implement e-marketplace
solutions and the extent of customer adoption and utilization of these e-marketplaces. For a discussion of
these and other risk factors that could affect Commerce One`s business, see "Risk Factors" in Commerce
One`s filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the
year ended December 31, 1999, and its quarterly report on Form 10-Q for the quarter ended June 30, 2000.

SOURCE: Sterling Commerce


CONTACT: eOutdoors
G. Nathan Clakley, 925/284-3688
[e-mail]
or
Sterling Commerce
Dave Kishler, 614/793-4020
[e-mail]
or
For Sterling Commerce
Jason Hillery, 314/982-9160
[e-mail]
or
Commerce One
Julie Clark, 925/520-6000
[e-mail]

Wizmo Announces Alliance with Commerce One to Deliver e-Marketplace Solutions; Commerce
One Names Wizmo to Implementation Partner Program

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--Oct. 4, 2000--Wizmo, Inc., a premier e-solutions consulting firm,
announced today a new alliance with Commerce One, Inc. (Nasdaq:CMRC), the leader in global e-commerce
solutions for business, to enable the sale and implementation of the Commerce One Solution.

As a Commerce One Implementation Partner, Wizmo will enable mid-tier businesses and Internet market
makers to quickly and effectively implement comprehensive e-marketplace solutions built on the Commerce
One MarketSite(TM) Portal Solution and Commerce One`s e-procurement applications.

"Through our dedicated Commerce One practice, we are working with Commerce One to meet the rapidly
growing market demand for its e-marketplace solutions," said Tim Morin, CEO, Wizmo. "This expands our
capability to enable our customers to get the most out of e-commerce. Wizmo has already assisted numerous
clients in the implementation of Commerce One MarketSite and BuySite solutions."

"We`re excited to form an alliance with a company who has demonstrated strong consulting and integration
services for our customers," said Jeff Smith, vice president, Business Development for Commerce One. "We
believe Wizmo understands the significant value of worldwide B2B e-commerce in today`s global economy."

About Wizmo


Established in 1993, Wizmo provides e-business consulting, development and management services to help
small- and mid-sized businesses succeed in the online business environment. Wizmo uses ASP technology
to serve up a virtual work environment, with a complete suite of applications. Wizmo also has a suite of
Web-based do-it-yourself tools that help organizations develop and implement web sites, Intranet sites and
online e-commerce storefronts in a cost-effective manner. The company is based in Eden Prairie, Minn. For
more information, visit Wizmo on the Web at http://www.wizmo.com.

About Commerce One


Commerce One (Nasdaq:CMRC) is the leader in global e-commerce solutions for business. Through its
products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy
from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest
business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web
provides unprecedented economies of scale for buying organizations, suppliers, and service providers
worldwide. Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all
sizes and industries to efficiently conduct collaborative business on the Internet. Commerce One is located in
Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at
www.commerceone.com. Commerce One, Many Markets. One Source. Global Trading Web, BuySite,
MarketSite, Global Trading Platform, Common Business Library, XML Development Kit, XML Commerce
Connector, MarketSite Builder, and SupplyOrder are either trademarks or registered trademarks of Commerce
One, Inc. Enterprise Buyer and MarketSet are trademarks of Commerce One, Inc and SAPMarkets. All other
company, product, and brand names are trademarks of their respective owners.

CONTACT: Wizmo Inc., Eden Prairie
David J. Stacey
Tel: [phone]
Email:[e-mail]

[DimStar]

Covisint holds first auction
http://news.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid…

[DimStar]

Covisint The Only Game In Town

http://ai-online.com/articles/sep00/0900u1.htm

There’s still a lot of distrust on the supplier side. Get over it. It’s here, it’s happening and it’s out of your control. There must be one common e-structure that organizes the entire supply chain. To minimize costs and maximize efficiencies by reducing inventories, handling supply logistics, speeding information, and reducing order-to-delivery time, Covisint is not an option. It’s a necessity.

[Stielow]

Hallo Leute,
hab ich grad bei Performaxx gefunden:
http://www.performaxx.de/index.html?topic=magazin&content=up…


Commerce One: Von Kursschwäche im B2B-Sektor hart getroffen

04.10.2000
Aktuelles Urteil: kaufen
Letztes Update: 18. 09. 2000

Aktueller Kurs: 58,88 USD
Marktkapitalisierung: 9,54 Mrd. USD

KGV 2000/2001: k.A.
KUV 2000/2001: 24 / 8

Nachdem sich die B2B-Werte bislang gegen den seit Anfang September schwachen Trend der Nasdaq recht gut behaupten konnten, hat insbesondere am 03. Oktober 2000 ein regelrechter Ausverkauf stattgefunden. Commerce One verlor an einem Tage beinahe 19% seines Wertes. Welche Gründe gibt es dafür? Unmittelbarer Auslöser für den jüngsten Einbruch war offenbar ein Downgrade der Aktie durch den Analysten Richard Williams von Jefferies, der das Papier von accumulate auf hold herabstufte. Der Analyst glaubt, daß die hohe Bewertung des Unternehmens auf der einen Seite mit einer von ihm erwarteten Abschwächung des Umsatzwachstums auf der anderen Seite nicht vereinbar ist. Dieses Argument wäre natürlich auf alle anderen B2B-Player ebenso anwendbar. In der Tat waren dann auch die Verluste bei Ariba (minus 11,5%), I2 (minus 10,5%) und Oracle (minus 11,8%) erheblich.

Festzustellen ist jedenfalls, daß sich die Stimmung an der Nasdaq im Allgemeinen sowie für die Internet- und B2B-Werte im Besonderen, deutlich eingetrübt hat. Man ist allerdings versucht zu sagen: Wiedermal!.



Verlangsamung des Wachstums?

Es stellt sich in der Tat die Frage, wie berechtigt die Bedenken hinsichtlich eines sich abschwächenden Umsatzwachstums im B2B-Bereich sind. Hier kommt es natürlich auch auf die Sichtweise an. Wer beispielsweise der Auffassung ist, daß das im letzten Quartal vorgelegte sequenzielle Wachstum von 80% (Commerce One) oder gar 100% (Ariba) so in die Zukunft fortgeschrieben werden kann, der wird wohl wirklich enttäuscht werden.


Organisatorische Grenzen

Diese Wachstumsraten sind mittelfristig einfach nicht haltbar. Sie sind im Grunde nicht einmal wünschenswert. Man sollte auch bedenken, was es praktisch für ein Unternehmen bedeutet, ein solches Hyperwachstum verkraften zu müssen. Beispielsweise ist es so, daß eine Verdopplung des Umsatzes tendenziell auch eine Verdopplung des Personalbestandes erfordert. Wenn dies aber in jedem Quartal geschehen müßte, dann bestünden ständig 50% der Belegschaft aus einzuarbeitenden Neulingen mit entsprechend niedriger Produktivität. Hinzu kämen immense Probleme bei der Einrichtung der Hierarchien, und selbst eine so simpel anmutende Aufgabe wie die Anmietung von Büroraum wird zum Strategieproblem, wenn sich der Bedarf an Quadratmetern alle drei Monate verdoppeln würde. Ein solches Wachstum würde früher oder später mit sehr hoher Wahrscheinlichkeit zu beträchtlichen Ineffizienzen, Fehlentscheidungen und unzufriedenen Kunden führen. Es würde dem Unternehmen langfristig also möglicherweise mehr schaden als nutzen.


Grenzen der Nachfrage

Wenn nun argumentiert wird, daß sich das Wachstum im B2B-Bereich auch deshalb abschwächen könnte, weil die Nachfrage nach entsprechenden Lösungen in der Wirtschaft nachläßt, dann halten wir solche Aussagen gegenwärtig für wenig nachvollziehbar. Wir glauben im Gegenteil daran, daß die Bereiche E-Procurement und B2B-Marktplätze erst am Anfang ihrer Entwicklung stehen. Bei allen organisatorischen, rechtlichen und technologischen Problemen, die ganz unbestreitbar vorhanden sind und im Einzelfall für erhebliche Verzögerungen bei den Projekten sorgen, gibt es doch deutliche Hinweise darauf, daß die B2B-Anwendungen Unternehmen dabei helfen können, ihre Beschaffungsprozesse zu optimieren und damit nicht unerhebliche Mittel einzusparen. Unternehmen, die über entsprechende Lösungen verfügen, werden daher wohl gegenüber ihren nicht entsprechend ausgerüsteten Wettbewerbern einen strukturellen Kostenvorteil erwerben. Dies wird über kurz oder lang die noch zögernden Unternehmen ebenfalls zum Handeln zwingen.

Damit soll aber nicht gesagt werden, daß in den nächsten Jahren eine beständige Erhöhung oder auch nur die Aufrechterhaltung des gegenwärtig unglaublich starken Wachstums zu erwarten ist. Wie weiter oben schon beschrieben, würde dies mittelfristig sowohl Ariba wie auch Commerce One ohnehin überfordern. Es ist ebenfalls nicht ausgeschlossen, daß es neben sehr starken Quartalen auch immer wieder relativ schwache Quartale geben wird. Dies ändert aber nichts an unserer grundsätzlichen Erwartung, daß für die absehbare Zukunft die Hersteller von B2B-Software zu den am stärksten wachsenden Unternehmen überhaupt gehören werden. Speziell bei Commerce One kommt noch hinzu, daß das Unternehmen tendenziell von Lizenzverkäufen unabhängiger wird, da künftig mehr und mehr Einnahmen aus den nachhaltig erzielbaren Transaktionsgebühren generiert werden. Das Geschäft wird also weniger zyklisch verlaufen als heute.


Fazit

Der Bereich B2B-Software bleibt eines der interessantesten und wachstumsstärksten Segmente überhaupt. Insbesondere, weil die Entwicklung des Marktes noch ganz am Anfang steht, halten wir es nicht für sehr sinnvoll, jede kurzfristige Schwankung des Umsatzwachstums oder sogar jede Spekulation über eine mögliche Umsatzschwankung als zuverlässigen Prädiktor für die fernere Zukunft zu betrachten und entsprechend überzuinterpretieren. Weitaus wichtiger ist es aus unserer Sicht, wie es Commerce One gelingt, sich strategisch am Markt zu positionieren, welche Partner gefunden, welche Allianzen eingegangen und welche Kunden gewonnen werden können. Aus dieser Sicht hat Commerce One sich gerade in den letzten Monaten ganz hervorragend entwickelt. In diesem Zusammenhang verweisen wir auf unser Update vom 18. September 2000.

Die derzeitigen Kursbewegungen an der Nasdaq halten wir für weitgehend stimmungsgetrieben. An den langfristigen, fundamentalen Aussichten für Commerce One hat sich aus unserer Sicht nichts geändert. Wir behalten unsere Kaufempfehlung bei.

Sepp Ludwig Gramann

© 2000 Performaxx AG

[Green_Ninja]

Commerce One CEO on B2B: Fasten your seatbelts

By Dennis Callaghan eWEEK


ORLANDO, Fla. -- Given the bright future he painted for business-to-business e-commerce, perhaps Commerce One Chairman and CEO Mark Hoffman should have worn sunglasses as he strode onto the stage this morning to deliver the opening keynote at the Electronic Commerce World 2000 show here.

Hoffman sang the praises of B2B throughout his speech, pointing out AMR Research figures showing that 70 percent of buyers and sellers will participate in e-marketplaces by 2002, up from 25 percent today.

"A line of criticism against B2B is that the supplier gets beaten up because the price keeps getting driven down," he said. "But as the suppliers automate, they can also save money in the marketplace. It`s a win-win situation on all sides of the equation. Buyers and sellers save money, and those savings are passed on to the consumer."

Hoffman said participating in e-marketplaces gives companies a competitive advantage. "Older companies have to change the way they do business, because they`re not getting value for what they create in the marketplace," he said.

There are currently several growth areas in B2B e-commerce, according to Hoffman, including marketplace-to-marketplace (or "E2E") transactions, mega-exchanges like Covisint and eHitex, and -- perhaps the most dynamic area -- the thousands of rapidly proliferating netmarkets.

`Big job ahead`

"I don`t subscribe to the view that netmarkets are becoming an overcrowded space," Hoffman said. "They`re going into distributed marketplaces and are very narrowly focused on verticals. All of these companies are becoming tied together into a global trading Web, able to communicate with other companies and building a very powerful consortium."

The challenge is to sign up more suppliers for netmarket sites, Hoffman said. "There`s still hundreds of thousands of suppliers to get signed up. We have a big job ahead of us to make that happen."

To make it happen, Commerce One will stick to its business model of collecting a share of the transaction and/or equity in the netmarket site as its revenue model. "We make money when they start making money," Hoffman said. "It`s a different business model, but the right one for the Internet."

Commerce One will also offer additional value-added services to its customers, such as logistics, finance, tax support and business intelligence, and it has several partnerships in place to do that.

"We`re going after not just a piece of the site, but the complete business cycle," said Hoffman.

Create your own
ZDII Home Page.



Market View
Symbol Last Change
Dow 10784.48 +64.74
Nasdaq 3523.1 +67.27
S&P 500 1434.32 +7.86
Amex 934.39 -3.07
@Net 490.69 +22.18
@100 3882.23 +73.55
Market Summary


Market Winners
CRUS 40.06 +23.03%
EMLX 119 +17.17%
ANAD 20.94 +16.32%
ASPT 22.44 +15.81%
ARBA 129.75 +15.37%

Market Losers
NSPK 8.31 -16.35%
SEIC 61.12 -12.52%
TRB 40.75 -10.07%
SPCT 14.88 -7.75%
MCRE 9.94 -6.47%
Industry Indices

10/4/00 5:15:00 PM EDT
Delayed at least 20 minutes

[SteffenP]

Moin, moin @all!!


Und weiter gehts!


Thursday October 5, 10:03 am Eastern Time
Press Release
Mitsubishi Corporation and Commerce One to Establish E-Marketplace for the Gas, Chemical and Utilities Industries in Japan
TOKYO & PLEASANTON, Calif.--(BUSINESS WIRE)--Oct. 5, 2000--Mitsubishi Corporation and Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, have announced an agreement to establish an e-marketplace that will target business-to-business (B2B) e-commerce among Japanese companies in the gas, chemical and utilities industries. This market is expected to generate transactions worth billions of dollars in the coming years. Commerce One will be the technology provider for Mitsubishi`s e-marketplace solution.

Tokyo-based international business leader, Mitsubishi Corp., joins several other global corporations as they move towards executing B2B transactions on the Internet. As a Commerce One partner, Mitsubishi Corp. will also become a member of the Global Trading Web(TM) (GTW), the world`s largest B2B trading community.

``Unlike the US where there is a great deal of interest in e-marketplaces, Japan has not seen a huge uptake in e-business,`` said Hajime Kimura, chief operating officer, eCommerce Division of Mitsubishi Corporation. ``Mitsubishi is among the early adopters in Japan, taking the lead using Commerce One`s solutions. We intend to create a robust platform for electronic B2B that will provide access to global buyers and sellers in key vertical markets.``

The Mitsubishi MarketSite will provide businesses with real-time buying and selling capabilities. It is expected that buyers will gain access to a vast network of suppliers and realize lower purchasing costs, while sellers will maximize returns from an extended buying community.

In a related move that highlights its commitment to the Commerce One partnership, Mitsubishi has established stronger links among its subsidiaries to support its e-commerce operations. These subsidiaries include: INTEC Communications, Inc., which provides network and systems integration; e-CubeNet.com, Inc. -- Application Service Provider for Web based EC/EDI services; DATA STATIONS, Inc., an ASP; Bewith, Inc., a CRM service provider; and Digital Direct Corporation, specialising in Internet/TV online shopping.

``Our vision is to provide value-added service by linking these businesses, enabling them to operate in a global e-marketplace,`` said Kimura.

Mitsubishi intends to link its multi-faceted and extensive brick-and-mortar business network to the e-marketplace, which will be powered by the Commerce One MarketSite Portal Solution.

``Our partners clearly see the potential of the e-marketplace,`` said Mark Hoffman, chairman and CEO of Commerce One. ``We believe this agreement indicates the importance Mitsubishi places on leading Japan into this exciting arena and we look forward to working with them to automate businesses in these key verticals in Japan.``

About Mitsubishi

Mitsubishi Corporation is one of the world`s largest general trading enterprises. Based in Tokyo, the company`s more than 7,000 professionals serve clients through a global network of more than 44 offices in Japan and 116 offices and subsidiaries overseas. Mitsubishi has a wealth of experience in bringing buyers and sellers together. Additional information on Mitsubishi Corporation is available at: http://www.mitsubishi.co.jp/En/index.html

About Commerce One

Commerce One, Inc. (Nasdaq:CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Through its ``Dream Team`` alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and industries to efficiently conduct collaborative business on the Internet. Commerce One is located in Pleasanton, Calif., and can be reached by phone at 800/308-3838 or 925/520-6000 or via the Internet at www.commerceone.com.



very strong buy

[SteffenP]

The B2B Sell-Off

We`ve scoured the Internet, Fool HQ, discussion boards, and thrown in some Street analysis to shed some light on yesterday`s business-to-business mess. The remarks prove again that Foolish investing isn`t about timing the market or predicting its direction. Buy and hold good stocks. It`s as simple as that.

By Motley Fool Staff
October 4, 2000

Brokerage analysts have been busy this week revising earnings forecasts and issuing research notes on the world`s largest database and software company, Oracle Corporation (Nasdaq: ORCL). Yesterday, the company fell nearly 12% amid what the Street described as "a sell-off among active companies in the B2B (business-to-business) software sector." The company`s peers followed suit: Ariba (Nasdaq: ARBA), Commerce One (Nasdaq: CMRC), and i2 (Nasdaq: ITWO) fell 12%, 19%, and 11%, respectively. Today, Commerce One, Ariba, and i2 have rebounded, while Oracle is down again after a downgrade.

However, as Mike Trigg recently commented in a story on Internet software provider BroadVision (Nasdaq: BVSN), analyst remarks have little to do with the long-term success of a company. With the wire covered in fuzzy press releases and Wall Street rhetoric, the time has come to dip the Fool`s hand in its "jar of honey." We`ve scoured the Internet, Fool HQ, discussion boards, and thrown in some Street analysis to provide some clarity to this mess. Give it a look and let us know what you think on the B2B discussion board.

From Motley Fool Research Analyst John Del Vecchio:
[b)B2B stocks were down yesterday. Big deal. Do you care more about what happened yesterday or what is going to happen over the next 10 years?[/b] B2B e-commerce is here to stay.

Companies have a lot less pricing power over consumers than they did in the past. So they are using technology to streamline procurement, logistics, and increase their purchasing power through exchanges in order to create business efficiencies to drive their earnings growth. Investors are better off looking at the big picture rather than the day-to-day minutia of the stock market.

From Rule Breaker Co-manager Paul Commins
First of all, this looks like a drop across the whole business-to-business Internet commerce sector. It`s hard to find a leader that hasn`t been hit. Second of all, we have to consider that most of these companies were flying sky-high off blowout second-quarter earnings reports. Here are the numbers from the first of July, just before earnings fever hit, and September 22, when most of these stocks peaked:



Ticker 7/3/00 9/22/00 Change
Manugistics 46.5 108.0 132%
PurchasePro.com 39.4 89.9 128%
i2 103.0 186.2 81%
Ariba 98.9 168.8 71%
Commerce One 44.5 75.8 70%
FreeMarkets 47.3 75.0 59%
VerticalNet 36.2 39.0 8%
Oracle 80.2 80.7 1%
Ventro 18.8 13.4 -28%
webMethods 156.4 105.4 -33%


Given the better-than-50% increase in the top six above, it`s not surprising that a little of this gain would evaporate at the onset of a little fear. And a little fear is what we have, as a result of a generally gloomy early earnings season and some weakness in the Nasdaq. Stocks that can jump this much are the most likely to go the other way with the same flair.

So, in general, this is a short-term market phenomenon unrelated to any meaningful industry news. As earnings are reported in the coming weeks, we`ll get some useful information about whether last quarter`s dreamy news will be repeated. In the meantime, can we learn anything from how these companies have survived the recent shake-up? Let`s look at how far each has fallen, starting with September 22, our end point on the way up, and yesterday`s close:


Ticker 9/22/00 10/3/00 Change
FreeMarkets 75.0 49.8 -34%
Ariba 168.8 112.5 -33%
Ventro 13.4 9.3 -31%
Commerce One 75.8 58.9 -22%
VerticalNet 39.0 30.4 -22%
Manugistics 108.0 85.7 -21%
i2 186.2 152.0 -18%
PurchasPro.com 89.9 76.1 -15%
Oracle 80.7 69.5 -14%
webMethods 105.4 106.5 1%


Small business B2B portal PurchasePro (Nasdaq: PPRO) and supply chain heavyweights i2 Technologies and Manugistics (Nasdaq: MANU) all rose higher in good times than more heavily covered Ariba and Commerce One, and all three have fallen less. The market likes this trio. On the other side of the coin are Ventro (Nasdaq: VNTR) and VerticalNet (Nasdaq: VERT) -- trading portal providers for specific industries that continue to get hammered. Wall Street appears to have lost faith in this model. Could be an opportunity, could be a useful warning.

In short, there may be some useful tidbits of long-term information in these simple tables, which reflect the aggregate brain of the market. On the whole, though, we`re seeing mostly market noise that is of far less interest than the upcoming earnings reports.

From the Foolish Community
Community member fenderstrat wrote on the Commerce One board, referring to the Jefferies & Co.`s decision to downgrade the company, "The knee-jerk reactions/statements these last seven months about the `tech` market in general from the Wise just make my stomach turn. It`s days like this when I watch my portfolio tank 10% before breakfast that I remind myself that I am invested for the long-term."

Similar talk continued on the Ariba board, where BruceBrown noted, "In a game for pie such as the application vendors and solutions providers are locked in... there will be stumbles along the way. That in no way suggests the game is over and out. If I sold an investment in technology every time there was a stumble, I wouldn`t be holding any technology investments at the moment."

In an earlier post, BruceBrown cited an article from line56.com, a website devoted to B2B. In the referenced article, author Steve Bareham stated: "Indeed, it is difficult today to find any business-focused media source that isn`t lamenting a feared drop in corporate revenues caused by escalating oil prices and higher borrowing costs. While the reality may be that a receding economic tide will leave corporate boats marooned, the B2B e-commerce sector should not only be insulated in an economic slowdown, but also find it possible to thrive.

"In such a scenario, B2B companies would prosper by offering solace to businesses under pressure to boost top lines and trim bottom lines," Bareham continued. "Remarkably, very few analysts or media commentators have zeroed in on this unique positioning opportunity available to B2B companies. Perhaps it is the responsibility of B2B CEOs and marketing staffs to proactively articulate new promotional strategies before an ill-considered knee-jerk reaction by investors trashes the sector."

From Wall Street
Jefferies & Co. analyst Richard Williams` characterization of the B2B environment left Fools and investors alike with a spoonful of broad analysis. He added, "It`s just a slowing of the momentum for otherwise sound companies. A key concern is that companies wanting to run Internet marketplaces, which let businesses buy and sell among themselves, will want full-scale demonstrations of operating exchanges although few exist. They want to see a working product before they put their money on the barrelhead. These are all minor events, but when the market is fragile, they become big events. So far, it`s just a pothole."

Banc of America analyst Bob Austrian commented along those same lines, noting the apparent fear of the unknown growth prospects in the B2B sector. "The B2B sector seemed to be the last soldier standing. Investors are now contemplating whether the economic slowdown will have any impact on growth and demand for e-business applications."

[Eboerse]

Hallo Zusammen
Manometer,versuche schon seit gestern,das Interview mit Bob Klimm zu öffnen.
Das steht auf CBS-Market-Watch und bei Big Charts.
Ich bekomme die aber nicht geöffnet.
Hat die jemand?


Bob Kimmitt, President, Commerce One, discusses future of B to B and how his company is working to satisfy investors

Gruß
eboerse

[SteffenP]

@eboerse:

Ist ein Radiointerview!http://real.marketwatch.com:8080/ramgen/radio/1005kimmit.rm?usehostname


http://www2.marketwatch.com/quotes/quotes.asp?source=htx%2Fh…

[Eboerse]

Hallo Steffen P
Danke Dir,reicht der Real Player dafür?
Gruß
eboerse

[isaaacc]

Acht Interessenten für E-Commerce-Marktplatz


Telekom organisiert B2B-Markt "Chemplorer"


Die Deutsche Telekom organisiert nach einem Bericht des "Handelsblatts" (Freitagsausgabe) gemeinsam mit ihrem US-Software-Partner Commerce One einen zentralen E-Commerce-Marktplatz für die Chemie-Industrie.


dpa/afx DÜSSELDORF. Am Montag soll der Marktplatz offiziell vorgestellt werden, hieß es aus Unternehmenskreisen. Die EU-Kommission, die das Joint Venture am Freitag prüfe, habe keine Bedenken gegen das Vorhaben, heißt es weiter.
An dem Joint Venture namens "Chemplorer" seien zunächst die Bayer AG und Infraserv Hoechst beteiligt. Bereits acht weitere Firmen der Chemie-Industrie hätten Interesse bekundet, an dem Portal als Gesellschafter einzusteigen. Als solche nannte das "Handelsblatt" Schering, Wella, Dynamit Nobel und Eastman. Das E-Commerce-Projekt werde von der neuen Telekomsparte T-Systems iniziiert.

Wie das Blatt weiter berichtet, wird in Unternehmenskreisen über Investitionen in die offene Branchenplattform in Höhe von 100 Mill.. DM spekuliert. Von Anfang an seien 50 Lieferanten an den elektronischen Handelsplatz angeschlossen.


HANDELSBLATT, Freitag, 06. Oktober 2000

[8295]

`Handelsblatt`: Telekom organisiert Internet-Markt für
Chemie-Industrie

DÜSSELDORF (dpa-AFX) - Die Deutsche Telekom organisiert
nach einem Bericht des "Handelsblatts" (Freitagsausgabe)
gemeinsam mit ihrem US-Software-Partner Commerce One
einen zentralen E-Commerce-Marktplatz für die
Chemie-Industrie. Am Montag soll der Marktplatz offiziell vorgestellt
werden, erfuhr die Zeitung aus Unternehmenskreisen. Die
EU-Kommission, die das Joint Venture am heutigen Freitag prüfe,
habe keine Bedenken gegen das Vorhaben, heißt es weiter.

An dem Joint Venture namens "Chemplorer" seien zunächst die Bayer AG und Infraserv Hoechst beteiligt. Bereits acht
weitere Firmen der Chemie-Industrie hätten Interesse bekundet, an dem Portal als Gesellschafter einzusteigen. Als solche
nannte das "Handelsblatt" Schering , Wella , Dynamit Nobel und Eastman . Das E-Commerce-Projekt werde von
der neuen Telekomsparte T-Systems iniziiert.

Wie das Blatt weiter berichtet, wird in Unternehmenskreisen über Investition en in die offene Branchenplattform in Höhe von
100 Mio. DM spekuliert. Von Anfang an seien 50 Lieferanten an den elektronischen Handelsplatz angeschlossen./sf/av/fl

[SteffenP]

@ eboerse: Vollkommen!

[SteffenP]

Beim Durchstöbern dieses Boards ist mir eine extrem anschauliche Aussage zu Analysten aufgefallen - würde auf den Stickel von Jeffries passen wie die Faust aufs Auge!!

Fakt ist hier meine Meinung zu Analysten.

Es war einmal ein Schäfer, der in einer einsamen Gegend seine Schafe hütete.
Plötzlich tauchte in einer großen Staubwolke ein nagelneuer Cherokee Jeep
auf und hielt direkt neben ihm.
Der Fahrer des Jeeps, ein junger Mann in Brioni Anzug, Cerutti Schuhen, Ray
Ban Sonnenbrille und einer YSL Krawatte steigt aus und fragt ihn: "Wenn ich
errate, wieviele Schafe sie haben, bekomme ich dann eins?"
Der Schäfer schaut den jungen Mann an, dann seine friedlich grasenden
Schafe, und sagt ruhig "In Ordnung".
Der junge Mann parkt den Jeep, verbindet sein Notebook mit dem Handy, geht
im Internet auf eine NASA Seite, scannt die Gegend mit Hilfe seines GPS
Satellitennavigationssystems, fffnet eine Datenbank und 60 Excel Tabellen
mit einer Unmenge Formeln. Schließlich druckt er einen 150 seitigen Bericht
auf seinem Hi-Tech Minidrucker, dreht sich zu dem Schäfer um und sagt: "Sie
haben hier exakt 1586 Schafe."
Der Schäfer sagt "Das ist richtig, suchen Sie sich ein Schaf aus." Der junge
Mann nimmt ein Schaf und lädt es in den Jeep ein. Der Schäfer schaut ihm zu
und sagt: "Wenn ich ihren Beruf errate, geben Sie mir das Schaf dann zurück?
Der junge Mann antwortet: "Klar, warum nicht." Der Schäfer sagt: "Sie sind
ein AKTIENANALYST." "Das ist richtig, woher wissen Sie das?" will der
junge Mann wissen. "Sehr einfach," sagt der Schäfer, "erstens kommen Sie
hierher, obwohl Sie niemand hergerufen hat. Zweitens wollen Sie ein Schaf
als Bezahlung haben dafür, daß Sie mir etwas sagen, was ich ohnehin schon
weiß, und drittens haben Sie keine Ahnung von dem, was ich mache, denn Sie
haben sich meinen Hund ausgesucht."

Wat mut dat mut!

very strong buy

[SteffenP]

Moin, moin @all

Monday October 9, 8:30 am Eastern Time
Press Release
SOURCE: IQ4Hire, Inc.
IQ4hire Expected to Provide IT Solutions to Increase IT Project Success Rates Via Commerce One.net(TM)
CHICAGO, Oct. 9 /PRNewswire/ -- IQ4hire today announced the signing of a preliminary memorandum of understanding with Commerce One, Inc. (Nasdaq: CMRC - news) to be part of the Commerce One® portfolio of business services now available on Commerce One.net(TM) ( www.commerceone.net ). IQ4hire`s sophisticated tools and services are aimed at helping large companies improve success rates of IT projects. Definitive agreements are expected to be executed this quarter.

Under the preliminary terms, access to IQ4hire`s people, process, sophisticated tools, and on-line exchange, which enable large organizations to improve the success and quality of complex IT projects, will be available directly to Commerce One.net buyers and suppliers and through syndication to other e-marketplaces. The Commerce One.net syndicated suite of business services makes it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-business without the lengthy process of identifying, negotiating and partnering with business service providers.

IQ4hire works directly with large organizations to understand their challenges and to define a solution that uniquely addresses their organizations` needs. This solution is for buyers and sellers of IT professional services, as well as IT market makers (independent software, hardware, and tools vendors).

For buyers, the IQ4hire solution includes assistance in project definition, identification of consulting firms that best fit the company`s project requirements, and development of a well-crafted Request for Service. IQ4hire`s solution for sellers centers around providing a better, more cost-effective channel for them to market their wares. For the market maker, IQ4hire provides increased customer satisfaction, reduced sales costs and shorter closing cycles.

``We believe our anticipated agreement with IQ4hire validates that even intricate products and services, like professional services for large complex IT projects, can be negotiated, bought and sold through a global e-marketplace,`` said Roy Satterthwaite, vice president of Commerce One.net.

``Large corporations trust Commerce One to help them move their business commerce onto the World Wide Web. It is expected that these same companies will benefit most from the solutions provided by IQ4hire,`` said Brian Sommer, CEO of IQ4hire. ``We look forward to adding to the suite of business services on Commerce One.net by delivering phenomenal value to their customer base by improving the success rate of their IT projects, many of which are at the heart of other e-business initiatives.``

About Commerce One.net

Commerce One has established new relationships with leading business service providers and is syndicating these services through Commerce One.net, to provide unparalleled customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

More About IQ4hire

IQ4hire is the creator of the innovative, collaborative digital marketplace that brings together Buyers and Sellers of complex IT professional solutions. IQ4hire is redefining and revolutionizing the market and nature of professional services, and significantly expanding the value received by buyers and sellers of services. This groundbreaking online business-to- business exchange is uniquely organized around e-business, CRM and ERP ``micromarkets,`` as well as specific applications such as Siebel and Oracle. The company is headquartered in Chicago, Ill., the nation`s fastest growing hub for technology professionals and corporations. For more information about IQ4hire and to view the IQ4hire Exchange, please visit http://www.iq4hire.com .

All other company, product and branded names are trademarks of their respective owners

[CooolBoy]

Meiner Meinung nach sollte man nicht alle paar Tage einen neuen "Fakten und Gerüchte"-Thread aufmachen, sondern alles in einem einzigen sammeln.

Nur so lässt sich die Übersicht wahren, was wer wann an Gerüchten verbreitet hat.

Die letzten 20 Postings lassen sich durch Anklicken des weissen Kästchens neben dem jeweiligen Titel in der Thread-Übersicht abrufen; so hält sich das Laden der neuesten Postings in Grenzen.

Wer hingegen eine Übersicht über alles zu diesem Thema jemals gepostete haben möchte, der muss eben den Thread komplett aufrufen und 20-30 Sekunden Ladezeit in Kauf nehmen.

CooolBoy

[barti]

U.S. Navy ships billions onto Web
By James Christie
Redherring.com, October 09, 2000
The military-industrial complex is embracing the online world in a move that could restructure the way the world`s militaries operate. That may in turn create major opportunities for technology businesses.

The U.S. Navy Friday awarded a multibillion-dollar contract to Electronic Data Systems (NYSE: EDS) (EDS) to build a private and secure Web system for the Navy and Marine Corps. Meant to cover both peacetime and combat needs, the bid represents the U.S. Defense Department`s "most revolutionary idea so far in reëngineering how we do business," said a Pentagon spokesman.

The Navy contract comes as Uncle Sam takes a page from the private sector and buys computer services to boost output, cut costs, and keep up with information technology. Defense analysts say the IT contract may bring the Navy closer to realizing its goal of creating "Net-centric" warfare, an aim started in the late 1980s.

EDS beat IBM (NYSE: IBM), Computer Sciences Corporation (NYSE: CSC), and General Dynamics Corporation (NYSE: GD) for the Navy contract, which runs five years with an option for another three years.

The contract is worth $6.9 billion for its first five years and the three optional years may provide up to $1 billion each in work for EDS. The company will overhaul and maintain more than 360,000 PCs and link them to existing networks. Some 200 Navy and Marine Corps portals also will be replaced. The Navy`s goal is to create a seamless network for data, voice, and video communication.

But while EDS was the big winner, some 35 percent of the outsourcing work must be given to small businesses. And the move could generate big revenue gains for a number of high-tech companies.

UTIL-IT
According to the Navy, IT "will be purchased from the commercial sector just as we buy other types of utilities (e.g. water, telephone, gas, and electricity) paying for the service as it is delivered." The Pentagon`s chief spokesman said in a September letter to Congress that the Navy contract may be the model for how the entire defense department buys its computer infrastructure.

Most military forces are non-combat support units, so military establishments are logical candidates for online technology for buying and processing goods and material. Military establishments are only beginning to tap into online procurement and supply-chain management. Defense contractors, however, are rushing toward both.

For example, GE Aircraft Engines, the world`s biggest maker of military jet engines, has launched a business-to-business (B2B) system for customers to order parts. Also in the aerospace sector, BAE Systems, Boeing (NYSE: BA), Lockheed Martin (NYSE: LMT), and Raytheon are setting up the Exostar Web exchange with Commerce One (Nasdaq: CMRC). Exostar could handle huge business. The four aerospace companies already buy $71 billion in goods and material.

FEARS OF INFOWAR
Exostar`s consortium also aims to allow governments into the online exchange to streamline buying defense goods and materials. That raises the spectre of "information warfare," electronic attempts to corrupt and sabotage IT systems. The Navy`s intranet campaign is of concern to defense analysts for exactly those reasons.

The Navy`s proposed intranet "raises profound questions about what vulnerabilities are present when the Navy puts a chunk of itself on the Internet," according to a defense analyst who requested anonymity. "You can draw some Tom Clancy-like scenarios."

"If Navy business is firewalled from combat readiness, then you can say `fine.` But it`s the nature of the Internet that firewalls aren`t always effective," the analyst adds.

[RolfBraun]

Danke Cooolboy, meine Rede...

Danke auch an barti und SteffenP, die in allen "Gerüchte-Threads" posten.

-Rolf-

[SteffenP]

@rolf: Das ist ja wohl `n Gerücht!?!?

Schaut mal C1 an und Vert, insbesondere nach letzten News!
Die Leute kommen langsam aber sicher auf den Boden der Tatsachen zurück.
C1 wird mächtig verkannt und ist vollkommen zu Unrecht in diesen Jeffriessog geraten, dieser Stickel!
Unsere Zeit wird kommen und die wird "nicht von schlechten Eltern sein"!!

very strong buy

[SteffenP]

Moin, moin @all

vielleicht habt Ihr den Kursverfall bei VERT verfolgt und mitbekommen daß auch hier die negative Initialzündung durch einen Analystenkommentar verursacht wurde. Vielleicht erkennt Ihr unseren Jeffries wieder. Nur ein anderer Name.

Lestden Kommentar mal in Ruhe durch:

Friday October 6 7:03 PM ET
VerticalNet Shares Tumble on Customer Report

By Ilaina Jonas

NEW YORK (Reuters) - Shares of VerticalNet Inc.(NasdaqNM:VERT - news), operator of business-to-business online commerce centers, fell nearly 24 percent after a research firm said a survey showed some of VerticalNet`s largest customers are dissatisfied.

The firm, Wedbush Morgan Securities, also slashed its 12-month target on Horsham, Pa.-based VerticalNet to $30 from $50 a share and reiterated its hold rating on the shares. The stock closed down $6-13/16 to $21-3/4 on Nasdaq.

``We believe the root of customers` dissatisfaction comes from the light traffic to VerticalNet`s communities,`` analyst George Santana wrote in the report based on a phone survey of the largest customers of VerticalNet`s 247 electronic commerce centers. ``VerticalNets` Web sites work only if the communities receive a large number of unique visitors. Unfortunately, the traffic is very light, or as one customer told us: `Traffic...What traffic?` ``

The problem will be compounded when VerticalNet is flooded with new storefronts the company will offer for free under a deal with Microsoft Corp. (NasdaqNM:MSFT - news), which in exchange received preferred stock and warrants.

Santana concluded that based on the light traffic and poor return on investment, most storefront customers will decide not to renew. The electronic storefronts, are a type of advertisement on the VerticalNet site, which also has 247 commerce centers to transact businesses in 57 different types of industries.

The research firm said it now believes that only 50 percent of those who received the new storefronts for free for a year will decide to renew them, down from the firm`s previous expectation of 75 percent.

Others have not seen the return on the investment they spend on the centers. VerticalNet`s largest e-commerce center customer Minnesota Mining and Manufacturing Co. (NYSE:MMM - news) has, during the past eight months, generated sales equal to only 10 percent of its investment according to Santana.

Internet Capital Group Inc. (NasdaqNM:ICGE - news), which owns about a third of VerticalNet, closed down about 9 percent to $11-7/32. During the day, Internet Capital Group hit a new 52-week low of $10-3/16, a far cry from its 52-week high of $212.

In an afternoon conference call with other analysts, VerticalNet Chief Executive and President Joseph Galli, the former No. 2 man at Amazon.com (news - web sites) Inc. (NasdaqNM:AMZN - news), said the company needed only a 50 percent renewal rate on its store front to achieve its financial targets. He also said that he is looking forward to the release of the company`s third-quarter results on Oct. 24 and to the fourth quarter.

However, Galli declined to disclose the traffic the online sites generate and he only briefly commented on the report.

``There are six other analysts that have studied our company backward and forward that have come out with strong buy recommendations, that have come up with a different point of view,`` Galli said. ``My own analysis after being with VerticalNet for eight weeks is that this company is addressing the issues it has and has far more momentum than people outside the company realize.``

Galli and the management team Friday afternoon after the market had digested the report, Santana said. In the discussion, company officials still would not disclose the traffic numbers.

After Galli`s conference call with other analysts, Santana said that in the near-term the company probably will perform well, especially given the per-storefront income it will receive from Microsoft. But starting in 2002, if all things remain the same, the company probably will begin to hurt.

``I`d like to point out that we have nothing against the company,`` Santana told Reuters later in a telephone interview. ``We think ultimately the model can work. Galli seems like a very sharp guy. There`s some good people out there in management, and for sure B2B commerce is so new that every company is trying to figure it out.

``No one really has all the answers yet, and for sure the business models will be evolving. I just see myself here as the messenger. We`re just here to tell you what we see right now and how the company is performing. Right now the customers are dissatisfied. There`s a lot of discounting going on. And there`s some things we don`t like, not to say the company can`t turn it around and make it work.``


Und jetzt drei Tage später die Lehman Brothers:


Lehman Brothers Covers VERT, CC and CNCT
10/9/00 7:54:10 AM
Source: Lehman Brothers
Morning Call:
Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts.

VerticalNet, Inc(VERT) 1 - Buy
Digging Into the Customer Dissatisfaction Issue
VERT shares have been pressured by concerns regarding customer satisfaction. These concerns miss a critical point in our view -- that is, most B2B ecommerce products are currently dissatisfying, because the industry is still in its infancy.
Customers select B2B products and services, in our experience, based on the perceived ability of the company to understand the customers’ needs and rapidly improve their product offerings.
Our conversation with VERT’s largest ecommerce center customer on Friday confirms this view. That customer is talking to VERT about expanding their relationship, not reducing it.


Was meine ich damit:


Hier hat ein Analyst am Freitag alle(s) ins Verdammnis gestürzt.

Nachdem er gemerkt hat, das er den Bogen wohl maßlos überspannt hat, hat er das Ganze relativiert, eine zwei Jahre andauernde positive (Kurs-)Entwicklung nicht ausgeschlossen um auf die daran anschließenden Probleme hinzuweisen......

Kapiert?

Das nenne ich Gerüchte statt Fakten!! Hoeness/Daum läßt grüßen!!


Also was Analysten angeht gibt es hier einen wunderbaren Witz im Board, den ich jedem nur ans Herz legen kann, was nicht heißt, das es nur solche Stickel gibt.


Hier noch einmal für die, die zu faul zu suchen sind:



Es war einmal ein Schäfer, der in einer einsamen Gegend seine Schafe hütete.
Plötzlich tauchte in einer großen Staubwolke ein nagelneuer Cherokee Jeep
auf und hielt direkt neben ihm.
Der Fahrer des Jeeps, ein junger Mann in Brioni Anzug, Cerutti Schuhen, Ray
Ban Sonnenbrille und einer YSL Krawatte steigt aus und fragt ihn: "Wenn ich
errate, wieviele Schafe sie haben, bekomme ich dann eins?"
Der Schäfer schaut den jungen Mann an, dann seine friedlich grasenden
Schafe, und sagt ruhig "In Ordnung".
Der junge Mann parkt den Jeep, verbindet sein Notebook mit dem Handy, geht
im Internet auf eine NASA Seite, scannt die Gegend mit Hilfe seines GPS
Satellitennavigationssystems, fffnet eine Datenbank und 60 Excel Tabellen
mit einer Unmenge Formeln. Schließlich druckt er einen 150 seitigen Bericht
auf seinem Hi-Tech Minidrucker, dreht sich zu dem Schäfer um und sagt: "Sie
haben hier exakt 1586 Schafe."
Der Schäfer sagt "Das ist richtig, suchen Sie sich ein Schaf aus." Der junge
Mann nimmt ein Schaf und lädt es in den Jeep ein. Der Schäfer schaut ihm zu
und sagt: "Wenn ich ihren Beruf errate, geben Sie mir das Schaf dann zurück?
Der junge Mann antwortet: "Klar, warum nicht." Der Schäfer sagt: "Sie sind
ein AKTIENANALYST." "Das ist richtig, woher wissen Sie das?" will der
junge Mann wissen. "Sehr einfach," sagt der Schäfer, "erstens kommen Sie
hierher, obwohl Sie niemand hergerufen hat. Zweitens wollen Sie ein Schaf
als Bezahlung haben dafür, daß Sie mir etwas sagen, was ich ohnehin schon
weiß, und drittens haben Sie keine Ahnung von dem, was ich mache, denn Sie
haben sich meinen Hund ausgesucht."


C1 very strong buy!!

[Brigitte52w]

also wenn das heute von dem Analysten auf n-tv Spät-Telebörse kein Loblied auf C1 war dann weiß ich auch nicht mehr (CMGI kam auch nicht schlecht weg). Ariba um ein Vielfaches teurer, C1 mit Ausrichtung am Umsatz der Marktplätze ...

CU
Brigitte

[DimStar]

hallo SteffenP

ich denke, daß es ganz gut ist, daß Analysten auch ihre negativ-Gründe dafür mitteilen, warum die angeschlossenen fonds ausgestiegen sind (denn dafür wird dieses research gemacht) oder warum ihnen der preis für den einstieg noch zu hoch ist. ich interessiere mich jedenfalls für jeden versierten kommentar zu meinen invests und kann kritikpunkte, die mir evtl. vorher gar nicht aufgefallen sind, abklopfen. frag mal die vert-aktionäre hier im board, ob sie über den fehlenden traffic im bilde waren geschweige denn wissen, welche mehrwertdienste VERT derzeit überhaupt erst anbietet. das problem bei C1 war ja vorrangig nur die bewertung und die ist auf basis dessen, was C1 heute macht natürlich auch schon zu hoch. ich denke aber, daß der analyst sich wenig gedanken darüber gemacht hat, wie groß die effekte von in ein paar Jahren anbietbarer services auf die zahlen sein könnten, wobei im gegensatz zu VERT die Bindung und die Leistungsbeziehung eines C1-Kunden eine ungleich größere ist.



http://www.handelsblatt.com/hbiwwwangebot/fn/relhbi/sfn/buil…

550 Millionen Euro Startkapital


Daimler-Chrysler gründet Holding für Online-Business


Der deutsch-amerikanische Automobilhersteller Daimler-Chrysler hat die DCX Net Holding gegründet. Hier sollen sämtliche E-Business-Investitionen und –Beteiligungen des Konzerns gebündelt werden. Das operative Geschäft werde weiterhin von den jeweiligen Bereichen geführt, teilte der Konzern weiter mit. DCX Net sei wesentlicher Teil einer konzernweiten Initiative mit gleichem Namen, die sämtliche Internet-Aktivitäten beschleunigen soll.





md/ddp Stuttgart. In der neu gegründeten DCX Net Holding sollen alle existierenden und künftigen E-Business-Investitionen und -Beteiligungen des Konzerns zusammengeführt werden Das Unternehmen ist nach Worten von Daimler-Chrysler-Vorstandsmitglied Eckhard Cordes mit einem Startkapital von 550 Mill. Euro ausgestattet und soll als GmbH mit Sitz in Stuttgart firmieren. Die Tochtergesellschaft ist direkt an die Daimler-Chrysler AG angehängt, Büros sind in Stuttgart, New York, Detroit, Tokyo und Palo Alto geplant. Geleitet wird die Holding von John Stellmann, Vice President Mergers & Acquisitions der Chrysler Group, und Olaf Koch, Vice President Corporate E-Business.
Cordes zufolge ist geplant, dass die Holding Allianzen schließt, Joint Ventures eingeht und mit Investitionen die E-Aktivitäten fördert. In ihr würden sowohl Beteiligungen des Konzerns an anderen Unternehmen als auch eigene Firmengründungen gebündelt. Mittel- oder langfristig schließt das Vorstandsmitglied einen Börsengang von Teilen der Holding nicht aus. Dies sei jedoch nicht primäres Ziel des Projektes.

Das Unternehmen werde eine Beteiligung an Venturepark führen, einem paneuropäischen E-Business-Incubator, an dem auch Bertelsmann und Goldmann Sachs Anteile hielten. Daneben werde der Daimler-Chrysler Venture Capital Fonds sich in Abstimmung mit der Holding an konzernrelevanten Start-ups beteiligen.

Holding ist Teil der gleichnamigen Initiative

Die neue Holding sei Kern der konzernweiten „DCX Net Initiative“, die das Unternehmen über alle Bereiche vom Einkauf bis zum Absatz „schneller, effizienter und damit Wettbewerbsfähiger“ machen soll, sagte Cordes. Ziel sei es, den Transformationsprozess des Konzerns in ein flächendeckend vernetztes Unternehmen zu beschleunigen und entlang der gesamten Wertschöpfungskette die Potenziale des Internets auszuschöpfen. Die „DCX NET Initiative“ setzt sich laut Cordes aus den vier Bausteinen B2B, B2C, B2E und Telematik zusammen.

Wichtiger Bestandteil im Business-to-Business-Geschäft sei die Internet-Plattform Covisint, die nach kartellamtlicher Prüfung jetzt an den Start gehen könne. Das E-Commerce-Unternehmen unter Beteiligung von Daimler-Chrysler, Ford, General Motors und Renault/Nissan soll die durchgängige Vernetzung mit Zulieferern gewährleisten. Organisationsstruktur und Führungsmannschaft würden in den nächsten Wochen bekannt gegeben.

Die Neugründung der Holding am Montag haben Daimler-Chryslers Aktienkurs beflügelt. Bis 15 Uhr MESZ stieg der Wert um 1,93 % auf 52, 3 Euro.


HANDELSBLATT, Montag, 09. Oktober 2000




...solche Strukturen sind m.E. bei vielen Industriekonzernen denkbar. Hintergrund zum nächsten Artikel: Commerce One ist der Technologiepartner der Telekom für künftige B2B-Plattformen.


http://www.handelsblatt.com/hbiwwwangebot/fn/relhbi/sfn/buil…

Neue Chemie-Plattform "Chemplorer" im Internet


Das E-Commerce-Venture "Chemplorer" ist am Montag von der EU-Kommission genehmigt worden. Dies teilte die Kommission am Montag in Brüssel mit. Durch das Gemeinschaftsunternehmen würden keine Wettbewerbsprobleme entstehen.


dpa-afx BONN. Mit dem neuen Internet-Marktplatz "Chemplorer" sollen in der Chemiebranche die Weichen für die E-Busines-Zukunft gestellt werden. Der Start des Gemeinschaftsunternehmens von Bayer, Infraserv Höchst (Aventis/Celanese und Clariant) und der Deutschen Telekom wurde am Montag in Bonn eingeläutet. Ziel ist ein elektronisch gestützter Einkauf zu weit günstigeren Kosten. Lieferanten können online ihre Produkt- und Dienstleistungspalette in Form digitaler Kataloge anbieten.
Die Telekom stellt im Rahmen ihrer Internet-Strategie für "Chemplorer" die Informationstechnik und die Netzanbindung bereit. Die EU-Kommission hatte erst am vergangenen Freitag ohne Auflagen ihre endgültige kartellrechtliche Zustimmung für das Joint Venture erteilt.


Finanzielle Einsparungen von bis zu 80 % möglich

Die Internet-Plattform sei auf die Anforderungen der Chemieindustrie zugeschnitten, sagte der Geschäftsführer der Chemplorer GmbH, Christian Rast. Automatisierung und Optimierung der Beschaffungs- und Vertriebsprozesse ermöglichten Einsparungen von bis zu 80 %. Von Beginn an seien für Kunden mehr als 200 000 Artikel verfügbar. Im nächsten Jahr werde das Angebot bereits rund eine Million Artikel umfassen.
Solche Internet-Marktplätze würden den Einkauf in der Branche grundlegend verändern, sagte Rast. Bereits für nächstes Jahr sei ein Transaktionsvolumen von rund einer Milliarde Euro zu erwarten. Rast kündigte die Beteiligung weiterer Gesellschafter an. Dynamit Nobel, Schering und Wella hätten bereits Absichtserklärungen unterzeichnet, mit weiteren Unternehmen werde verhandelt.


Bayer will in Zukunft mehr in E-Commerce investieren

Bayer und Infraserv Höchst wollen ihren Einkauf künftig weitgehend auf "Chemplorer" stützen. Die Plattform werde in der Chemiebranche zu einem "unverzichtbaren Instrument für effiziente Einkaufsprozesse", betonte Gerhard Römer (Bayer). Der Bayer-Konzern investiere jährlich zur Zeit rund 80 Mill. Euro in den Aufbau von Strukturen für eine konsequente E-Commerce-Strategie. In vier Jahren sollten bereits bis zur Hälfte des Umsatzes per Internet abgewickelt werden.
Die Plattform sei für die Telekom im Bereich der Internet- Kommunikation "der erste große Wurf", sagte Klaus März vom Geschäftsbereich Multimedia des Konzerns. Solche Marktplätze würden in der Geschäftsabwicklung zwischen Unternehmen (B2B) künftig eine bedeutende Rolle spielen. Hier sei "Chemplorer" ein Vorreiter. Weitere Marktplätze würden folgen, darunter in Kürze für das Gesundheitswesen und später auch für die Bau- und Druck-Industrie.


HANDELSBLATT, Montag, 09. Oktober 2000

[jf_2011]

cmcr ist derzeit charttechnisch auf verkaufen gestellt:
http://www.boersenagent.de/w3/chartdetail.asp?id=20884

gruss
jf

[DimStar]

Der Laden ist sogar schon online
http://www.chemplorer.com


chemplorer hat einen klaren Produktfokus. Gehandelt werden technische Güter, Laborversorgung, Betriebsausstattung und Packmittel. Neben der Bereitstellung der Plattform für sichere Beschaffungsprozesse ist geplant, den Nutzern über chemplorer eine umfangreiche Dienstleistungspalette anzubieten. Dazu werden eine Auktionsplattform, ein elektronischer Ausschreibungsservice und eine Online-Content-Beratung gehören. Ziel des Leistungsangebots ist es, eine Form des "One-Stop-Procurement" zur Verfügung zu stellen.


Technologie

Chemplorer ist durch seine Transaktionsplattform integraler Bestandteil des global trading web von Commerce One und bietet damit die Möglichkeit einer weltumspannenden Kommunikation zwischen Anbietern und Kunden. Der Marktplatz kann vollständig in die ERP-Systeme (z.B. SAP) der Kunden und Lieferanten integriert werden, um alle Prozessvorteile nutzen zu können.
Damit ist chemplorer bereits heute Innovationsführer für diese Industrie.

[DimStar]

Richard Williams / Jefferies & Co. sieht C1 als einen großen Gewinner im B2B-Sektor, denkt aber, daß nun soweit viele Positiv-Nachrichten eingepreist, die Bewertungen ihrer Zeit voraus sind und die Softwarefirmen Schwierigkeiten haben, die Bestrebungen für den realen online-Handel direkter Güter mit der bestehenden technischen Plattformperformance einzulösen. Er glaubt weniger an unabhängige Plattformen wie Covisint als an eine Entwicklung zugunsten von einzelnen Unternehmensplattformen, womit er m.E. falsch liegt, da m.E. dies für die old economy nicht zur Kernkompetenz gehört, sie nicht die Fachleute bekommen (stock-options) und solche Dinge deshalb ausgelagert werden müssen. Ein Ford-Sprecher meinte vor kurzem, daß sie für Covisint einen höheren Börsenwert erwarten als für Ford selbst. Ansonsten macht er einen kompetenten Eindruck.

http://www.radiowallstreet.com/NASApp/RWS/EventPage?ID=45240

[Eboerse]

Hallo Zusammen
Es folgen die Banken:

Monday 9th October 2000 3:46pm




French banking giants form B2B alliance


The three biggest French banks have joined forces to launch a business to business portal for other organisations` financial or office supply needs.







Crédit Agricole, BNP Paribas and Société Génerale will work together to provide a platform for purchasing office equipment and supplies, as well as share trading over the web.

Ecommerce software company Commerce One has been awarded the contract to help the financial institutions build the site, while Cap Gemini will oversee systems integration.

An official launch date has yet to be set.

For related news, see:
AGF set to get online arm operational
www.silicon.com/a39897
BNP Paribas invests E700m on the Web
www.silicon.com/a36244
In brief: Smartcard reader to tackle Internet fraud
www.silicon.com/a23303

Gruß
eboerse

[Eboerse]

sorry,
http://www.netmarketmakers.com
im übrigen hat Orakel eine große Exchange für sich gewinnen können.
Die minings Australien,auch bei Netmarketmakers nachzulesen.
Gruß
eboerse

[SteffenP]

Moin, moin @all

@DimStar: Sag mal bist Du Nachtarbeiter? Ganz schön spät!

Zu Jeddries "Staranalyst": Gegen qualifizierte Kritik ist doch gar nichts einzuwenden. Unglaubwürdig ist der Herr Williams doch dadurch geworden, daß er erstens im Juni eine Kaufempfehlung bei damaligem Wissensstand ausspricht, dieser Wissensstand sich durch eine Reihe positiver News durch C1 bestätigt und verstärkt wird, sich in steigenden Kursen niederschlägt und dann darin gipfelt, das der Kurs nun wegen dieser News zu hoch sein soll und daraufhin ein Kursziel von $80 verkündigt, wo gerade knapp über $80 erreicht waren.

Nimmst Du den wirklich ernst? Hälts Du dessen Einschätzung tatsächlich für gerechtfertigt? Und bezeichnest Du das als "versierten Kommentar"? Ich würde den Vorgang bewußte Irreführung unter dem Deckmantel der Fondsinteressen nennen. Das würde ich in Anerkennung amerikanischer Gepflogenheiten akzeptieren - aber Deine Duldung diese Vorgangs aus der Sicht als Informationsverwerter nicht!

Was die Bewertung der Kurshöhe von C1 angeht meine ich nicht, daß sie zu hoch ist! Das muß nun wirklich jeder selbst für sich beurteilen.

Eine KGV-Diskussion ist so mühselig!

Auf den Internetsektor bezogen: Wenn ich keine Vision in einem Titel sehe, kann er von mir aus ein KGV von 1 haben und ich würde ihn nicht kaufen. Das Geschäftsmodell und die daraus resultierenden zukünftigen Erträge machen den Kurs aus. Wenn ich als Beispiel die "Modellrechnung" von RolfBraun aus dem Baldrianthread nehme verdeutlicht dieses Zahlenspiel visuell die Kursphantasie. Und genau deshalb investiere ich mein Geld in C1 und das nicht zu knapp.

Ohne auf VERT weiter einzugehen, das ist hier nicht das Thema, ging es mir darum zu verdeutlichen, wie sehr "Analysten" Kurse beeinflussen können, zu wessen Vorteil auch immer. Und mit welchen Methoden! Und mit welcher Kompetenz!

[Forsyth]

Telekom (WKN: 555 750) will sich eigenen Angaben zufolge
verstärkt am Aufbau von B2B-Marktplätzen beteiligen. Im Fokus stünde
derzeit eine Plattform für das Gesundheitswesen. Hier werde es
in nächster Zeit ein Announcement geben. Denkbar sei darüber
hinaus auch ein Marktplatz für die Versicherungswirtschaft in Zusammenarbeit
mit einem oder mehreren großen Rückversicherern.



Die Aktie verliert 1,8
Prozent auf 37,60 Euor.
Kurse:
http://www.wallstreet-online.de/include/suchen.php3?k=DE0005…
=1


schätze, daß commerce one mal wieder als tecnologieführer hinhalten wird;-)

Gruß Forsyth

[fatcartman]

gestern abend 22.30 h auf Ntv wurde über b2b bereich geredet und dabei wurde empfholen nur in ariba oder C1 zu investieren
wobei C1 zu bevorzugen währe!!!
hoffe wir mal das sie recht haben!!!!

[CrazyBroker]

@fatcartman,

dann wollen wir mal hoffen, das die Ami´s n-tv geguckt haben.

Bye Hansi

[4604]

Na ja ich gebe auf solche Analysten od. Expertenmeinungen keinen deut.

Aber B2B hat m.e ne glorreiche Zukunft vor sich,übrigens der Analyst sagte bei N-TV das
Covisint noch nicht genehmigt worden ist,na dann Prost.

Bin sehr gespannt auf die QZahlen des 3. und 4. Quartal.


Ab 2001 müsste dann C1 endgültig zünden.

Für mich wird C1 einer der Highflyers der nächsten Dekade.

[RolfBraun]

@forsyth:

m.E. ist damit zu rechnen, daß C1 dabei in Betracht gezogen wird, weil:

Telekom will "global"
Commerce One hat in EU starke Parnter.
Ariba nix!

-Rolf-

[MR.C.MR.C]

@RolfBraun:

meines Wissens hat CMRC eh eine Vereinbarung mit der Telekom, oder?
Der letzte Deal (gestern veröffentlicht) war "Chemplorer", eine Chemie-Plattform mit u.a. Bayer u. Höchst, die von der Telekom und CMRC gegründet wurde.

Freue mich bereits heute auf 2002, wenn die ganzen Plattformen richtig am laufen sind!

Ciao

[RolfBraun]

@Mr.C.

gut zwischen den Zeilen gelesen, hehehe...

-Rolf-

[SteffenP]

Press Release
Perfect to Provide Strategic Sourcing Capabilities Via Commerce One.net
PALO ALTO, Calif.--(BUSINESS WIRE)--Oct. 10, 2000--Perfect, the pioneer of advanced, fully automated dynamic sourcing solutions, today announced its multi-attribute, real-time sourcing solution will be part of the Commerce One, Inc. (Nasdaq:CMRC - news) portfolio of business services. Available to Commerce One.net(TM)`s (www.commerceone.net) buyers and suppliers, and through syndication to other e-marketplaces, Perfect`s flagship suite of sourcing services, PerfectMarket, offers automated negotiation on multiple dimensions -- beyond price. Perfect`s suite of solutions replicates the human negotiation experience, providing buyers and suppliers the ability to specify prioritized tradeoffs, and for suppliers to automatically respond with customized offers or contracts.

``Business-to-business e-marketplaces are enabling dynamic demand and supply models that reflect real-time market conditions,`` said Roy Satterthwaite, vice president of Commerce One.net at Commerce One. ``We believe Perfect has developed a sourcing solution for Net markets that is fast, easy and inexpensive enough to be used routinely for virtually any RFQ to purchase process. This type of dynamic sourcing that replicates the human decision making process is a truly unique feature of b-to-b e-commerce and we look forward to offering the Perfect solution to users of Commerce One.net.``

The Commerce One.net syndicated suite of business services makes it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-business without the lengthy process of identifying, negotiating and partnering with business service providers.

``As B2B moves towards direct procurement, we are attacking the biggest inhibitors for liquidity on the sell side with Commerce One by ushering in the second stage of multi-attribute sourcing,`` says president and CEO, Kevin Surace. ``We are convinced that core competencies can exist for suppliers if they are offered a complex sourcing solution that enables them to consistently win on many dimensions -- versus consistently losing on single dimensions, like price.``

About Commerce One.net

Commerce One has established new relationships with leading business service providers and is syndicating these services through Commerce One.net, to provide unparalleled customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

About Perfect, Inc.

Perfect provides an advanced, fully automated dynamic sourcing solution to the world`s leading trading exchange platforms, Net markets, and private exchanges. The company`s suite of services, PerfectMarket(sm), is a customizable, automated, multi-dimensional weighted attribute RFQ environment that can be rapidly deployed with minimum time and expense -- driving inefficiencies out of sourcing and giving exchanges new revenue with commerce intelligence. Perfect was founded in 1999 and is based in Palo Alto, California. Its investors include SOFTBANK Venture Capital (www.sbvc.com), New Enterprise Associates, Allen & Co., Bessemer Venture Partners, NeoCarta Ventures, Odyssey Capital Group, Primedia Ventures, Steanberg Private Capital, and Angel Investors LP. For more information, please visit www.perfect.com.

[Gipfelstürmer]

bei nasdaq.de steht wieder eine neue beteiligung von cmrc
wie kann mann die ins board stellen

unter news cmrc

[Anton.Habicht]

@Gipfelstürmer
direkt unter http://www.nsadaq.com

Perfect to Provide Strategic Sourcing Capabilities Via Commerce One.net

PALO ALTO, Calif.--(BUSINESS WIRE)--Oct. 10, 2000--Perfect, the pioneer of advanced, fully automated dynamic sourcing solutions, today announced its multi-attribute, real-time sourcing solution will be part of the Commerce One, Inc. (Nasdaq:CMRC) portfolio of business services. Available to Commerce One.net(TM)`s (www.commerceone.net) buyers and suppliers, and through syndication to other e-marketplaces, Perfect`s flagship suite of sourcing services, PerfectMarket, offers automated negotiation on multiple dimensions -- beyond price. Perfect`s suite of solutions replicates the human negotiation experience, providing buyers and suppliers the ability to specify prioritized tradeoffs, and for suppliers to automatically respond with customized offers or contracts.

"Business-to-business e-marketplaces are enabling dynamic demand and supply models that reflect real-time market conditions," said Roy Satterthwaite, vice president of Commerce One.net at Commerce One. "We believe Perfect has developed a sourcing solution for Net markets that is fast, easy and inexpensive enough to be used routinely for virtually any RFQ to purchase process. This type of dynamic sourcing that replicates the human decision making process is a truly unique feature of b-to-b e-commerce and we look forward to offering the Perfect solution to users of Commerce One.net."

The Commerce One.net syndicated suite of business services makes it easy for e-marketplace operators to tap into the services their buyers and suppliers need to conduct e-business without the lengthy process of identifying, negotiating and partnering with business service providers.

"As B2B moves towards direct procurement, we are attacking the biggest inhibitors for liquidity on the sell side with Commerce One by ushering in the second stage of multi-attribute sourcing," says president and CEO, Kevin Surace. "We are convinced that core competencies can exist for suppliers if they are offered a complex sourcing solution that enables them to consistently win on many dimensions -- versus consistently losing on single dimensions, like price."

About Commerce One.net

Commerce One has established new relationships with leading business service providers and is syndicating these services through Commerce One.net, to provide unparalleled customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

About Perfect, Inc.

Perfect provides an advanced, fully automated dynamic sourcing solution to the world`s leading trading exchange platforms, Net markets, and private exchanges. The company`s suite of services, PerfectMarket(sm), is a customizable, automated, multi-dimensional weighted attribute RFQ environment that can be rapidly deployed with minimum time and expense -- driving inefficiencies out of sourcing and giving exchanges new revenue with commerce intelligence. Perfect was founded in 1999 and is based in Palo Alto, California. Its investors include SOFTBANK Venture Capital (www.sbvc.com), New Enterprise Associates, Allen & Co., Bessemer Venture Partners, NeoCarta Ventures, Odyssey Capital Group, Primedia Ventures, Steanberg Private Capital, and Angel Investors LP. For more information, please visit www.perfect.com.

Forward Looking Statements

The foregoing paragraphs include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements include statements concerning Commerce One`s ability to provide its e-marketplace customers access to PerfectMaker, Perfect`s flagship suite of sourcing services, including the ease and capabilities of such software solutions, the anticipated benefits, efficiencies and the future growth of Commerce One.net. Actual results may differ materially from those described in such statements as a result of a number of factors. These factors include, but are not limited to, the risk that the e-marketplace solutions offered by the parties may not meet user expectations, the cooperation of the parties and their ability to integrate Perfect`s software solutions into the portfolio of services provided by Commerce One.net, the risk that Commerce One.net may not grow as planned, a general downturn in economic conditions, intense and increasing competition in the market, and the extent of customer adoption and utilization of the solutions and services provided on Commerce One.net. For a discussion of these and other risk factors that could affect Commerce One`s business, see "Risk Factors" in Commerce One`s filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 1999 and its quarterly report on Form 10-Q for the quarter ended June 30, 2000.

Note to Editors: Perfect, Perfect.com, PerfectMarket and the Perfect logo are service marks of Perfect.com, Inc. Other brand or product names are trademarks or registered trademarks of their respective owners.

CONTACT: Perfect
Janel Hopper, 650/798-3375
[e-mail]
or
The Horn Group
Sarah Bracken, 415/905-4020
[e-mail]

[Eboerse]

M.C.MR.C
Jetzt lese Dir doch mal ein paar Zeilen weiter oben die Postings von Dim Star durch.
Selbstverständlich ist Commerce One Technologie Lieferer der Deutschen Telekom,Dim Star Postet im übrigen eine sehr gute News.
Die Deutsche Telekom steht schon lange als Kunde im Global Trading Web Verzeichnis,dann sind sie es auch.
Also,wird die Plattform auch aus dem GTW sein.
Darunter auch die Ankündigung der Französischen Banken,die auch schon lange als Kunden von Commerce One bestehen,jetzt allerdings auch Vertraglich gebunden.
Diese wollen Büroartikel und Ausrüstung im Web handeln,außerdem den Aktienhandel ins Web verlagern.
Das finde ich besonders interessant,handeln sie doch sowieso schon über das Web.
Ich weiß nicht genau,wie ich mir das Vorstellen soll,als eine Art Antwort zu Direktbanken?
So,das Kunden über ihre Hausbank,als Beispiel Societe General,über das GTW Aktien Handeln können?
Gruß
eboerse

[barti]

I2, Siemens ink $870M e-business deal
October 10, 2000 09:41 AM PT
by Adam Feuerstein

I2 Technologies (ITWO) continues to use the spotlight of its San Diego user conference to tout big deals.

This morning, German industrial giant Siemens said it is teaming with i2 to move its entire supply chain and a majority of its corporate purchasing to the Internet over the next several years.


Siemens will spend 1 billion euros (about $870 million) on the e-business venture. Financial terms between Siemens and i2 were not disclosed, but i2 said the deal was the largest software agreement in the company`s history.


Siemens says it expects to save billions of dollars over the next several years by reducing spending on indirect and direct materials, reductions in inventory and improvements in the way it develops new products. The company also says it expects to funnel as much as 80 percent of its corporate spending through the Internet.


The deal is a big win for i2 because Siemens will standardize its TradeMatrix e-marketplace platform and use i2`s full menu of software and services. I2 software allows companies and their trading partners to share crucial product and transaction information, as well as collaborate on new product design.


Siemens will also use the i2 platform to integrate its existing SAP (SAP) back-office computer systems with existing technology partners IBM (IBM) and Commerce One (CMRC).


The Siemens deal comes one day after i2 inked a strategic alliance with BroadVision (BVSN) and announced several new upgrades to its core product line.


One name conspicuous in its absence from this deal is Ariba (ARBA), a key partner of both IBM and i2, especially because i2 and Ariba tried today to squelch whispers of trouble between the two partners.


Reaffirming their commitment to each other, Ariba and i2 said today that they had reached an agreement to sell each other`s software to their respective customers. But i2 apparently didn`t include Siemens in that agreement.


Investors gave a boost to i2 shares Monday, but today reaction is more negative. The company was down $6.69, to $166.31, in midday trading.

[Marcus B]

Bryan Piskorowski, Prudential Securities

Author John Anthony
Report Source Bryan Piskorowski
(Added 10/10/2000 1:02:40 PM)Categories: Market Views, Sector Reports, Stock Picks

Email link to this Article

Bryan Piskorowski, Market Analyst, Prudential Securities

Market View

Earnings pre-announcements have cast a pall on buying. What we have is a buyers` strike.

SEC disclosure rules contributed to an uptick in pre-announcements. Nasdaq leaders have been hit. If we get some positive announcements on how business is going, we could see some upside in the 4th quarter.

Sectors to Watch and Stock Picks

Technology: A tough area. Focus on companies involved in the Internet and cutting costs on the Internet -- companies like VERT, ARBA and CMRC. In semiconductors, seeing same kind of Internet buildout. Looking at PMCS.

Energy: Has a very interesting attraction. The group has very strong fundamentals, and demand remains strong. Two favorites are UDS and TX.

Financials: Consolidation will continue and will prop up scarcity value. FBF - A top tier company. Great management. MMC - Property and casualty cycle poised for a sustained upswing.

[AndyBusch]

@barti: bin auch gerade auf deinen link mit siemens über das MF-board gestoßen.

Was mich etwas überrascht hat:
Siemens will also use the i2 platform to integrate its existing SAP (SAP) back-office computer systems with existing technology partners IBM (IBM) and Commerce One (CMRC).

Wo ist Ariba?

Dass die CMRC SW auch mit I2 kompatibel ist,, wußten wir bereits. Ich darf an ein Interview von Bob Kimmitt erinnern:

Interview with Bob Kimmitt:
...
Wir verkaufen etwas, das brandneu und trotzdem voll kompatibel zu den Systemen von unserem neuen Partner SAP, aber auch Oracle, I2 oder People Soft ist. ....

grüße Andy

[Eboerse]

UDDI macht eine Verständigung verschiedener Protokolle(Computersprachen)möglich.
UDDI ist ein Standard zur problemlosen Verbindung von Marktplätzen unabhängig ihres Technologie Partners.
Es läuft auf ein Systemunabhängigen Handel hinaus.
Das fördert den Handel im ganzen,und den B2B im allgemeinen.
Und vereinfacht die Anbindung verschiedener Marktplätze untereinander!


Cyclone Commerce Joins UDDI Initiative To Promote Business-To-Business Connectivity
TUESDAY, OCTOBER 10, 2000 2:38 PM
- BusinessWire

SCOTTSDALE, Ariz., Oct 10, 2000 (BUSINESS WIRE) -- Cyclone Commerce announced today that it has joined IBM, Microsoft, Ariba, webMethods and Commerce One in the UDDI Initiative (Universal Description, Discovery and Integration) as an effort to support a standard format that will make it easier for businesses to create partnerships and business models on the Web.

The UDDI initiative strives to create a platform-independent, open framework for integrating business services using the Internet, ultimately enabling businesses to quickly, easily and dynamically find and transact with one another using any type of application. Cyclone Commerce has actively become involved with UDDI because it is a natural extension of the company`s vision -- enabling companies, exchanges and supply chain communities to transact with any and all of the Internet and legacy systems in use by all trading partners.

"We expect to contribute to this environment with our patent-pending registry technology that will support all business registry systems. Consequently, we are enthusiastic about supporting UDDI," said David Bennett, co-founder and chief technology officer of Cyclone Commerce. "It will clearly further our goals in helping partners trade and collaborate. Because this industry model closely resembles our vision, we embrace and strongly endorse these efforts to help rapidly deploy and manage complex business processes across a variety of platforms and IT environments."

About Cyclone Commerce, Inc.
Cyclone Commerce provides an open platform for "instant-on" B2B eCommerce. Due to its unique ability to support any and all of the Internet and legacy systems in use by all trading partners, the Company enables a model for instant-on trading connections. Within a matter of hours, an automatically integrated, "open-to-all-comers" trading community can be established and managed by Cyclone customers -- a roster that includes industry leaders like Airborne Express (NYSE:ABF); Anheuser Busch Corporation (NYSE:BUD); Kraft Foods (NYSE:MO); Procter & Gamble (NYSE:PG); and Internet Economy companies such as Chemdex (Nasdaq:VNTR) and utility.com.

[DimStar]

wer sich trotz allem noch für Analystenaussagen interessiert, sollte sich mal diesen Report von Bear Stearns ansehen. Relativ umfassende Analysen zu Ariba, Clarus, Commerce One, FreeMarkets, Global Sources und Opus360.
http://www.nmm.com/documents/EBI_Initiation_Report_0900.pdf

zu den announcements der i2-user-konferenz:
http://www.informationweek.com/story/IWK20001010S0008

@Andy
Siemens hatte im letzten Jahr die C1-BuySite lizensiert. Das Ergebnis:
http://www.click2procure.com
870 Mio $ - ein gigantischer Deal für i2.

[DimStar]

eBoerse, kannst du den link zu Oracle posten ?

[Eboerse]

Dim Star,
der Link steht doch direkt darunter,natürlich sind jetzt die News vom
11 darauf.
Ich schau selber auch mal,die muß doch noch zu finden sein.
Mist,hätte den ganzen Artikel posten sollen.
Das muß ein Riesen Markt sein,die mining Australia,so wie es in dem Bericht stand der größte mining Markt.
Vieleicht mal kürzel von Orakel eingeben und searching.
Die Seite ist sehr informativ:
http://www.netmarketmakers.com
Gruß
eboerse

[SteffenP]

Moin, moin @all

@DimStar: Deine Emfehlung des Bear Stearns Reports war ausgezeichnet!

Gibt allumfassend und sehr "analytisch" den gegenwärtigen Stand und die Zukunftsaussichten von B2B wieder.
Wenn ich "analytisch" schreibe dann will ich alle Interessierten darauf hinweisen, daß DimStar hier einen Artikel von 78(!) Seiten Umfang emfohlen hat, den zu lesen, ich mir die Mühe gemacht habe. (Das war harte Arbeit unter Berücksichtigung meines Schulenglisch und meines Wörterbuchs)

Mir schwirrt jetzt noch der Schädel!

In diesem Report werden sechs Firmen(Ariba, C1, Opus360, Clarus, FreeMarkets und Global Sources Ltd.) miteinander verglichen zu denen BearStearns eine Kursemfehlung incl. einer umfassenden Begründung unter bestimmten Annahmen anhand eines methodischen Finanz-/Substanz- und Zukunftsmodells abgibt.

Manchmal recht trocken - eben analytisch - aber weiß Gott nicht schlecht.

Basierend auf Daten (18.August 2000) werden folgende Kursziele ausgesprochen - auf Sicht von 12 Monaten, d.h. zum Ende August 2001:

Ariba $180
C1 $ 75
Opus 360 $ 7
Clarus $ 130
FreeMarkets $ 90
Global Sources $ 90

Im Vorwort wird den Anlegern, die sich als konservativ einschätzen Ariba und Global Sources ans Herz gelegt, die, die sich als "medium risk" Anleger einschätzen sollen zu C1, Clarus und Freemarket greifen und die "more agressive" Anleger sollten Opus360 ins Auge fassen.

Übrigens sind durchweg alle Werte mit einem buy ausgestattet.

Zur Modellrechnung: RolfBraun läßt grüßen! Die in seinem Baldrian Thread vorgeführte Methodik findet man wieder, aber mit erheblich geringeren Umsatzerlösen, dafür aber mit höheren Beteiligungsprozentsätzen(z.B. für C1 20%)

Es wird sehr umfangreich für jede der o.a. Firmen individuell (hatte ich auf die 78 Seiten hingewiesen?) das derzeitige Geschäft, die derzeitigen Partner, sich daraus ergebend Probleme und Möglichkeiten seziert.

Nochmal zu DimStar: Diese Analyse hat einen Qualtätsanspruch!

Nicht zu vergleichen mit Herrn Williams von Jefferies.

Natürlich stört mich das relative Kursziel von C1: $75 in 08/2001!!?? Unter bestimmten Voraussetzungen akzeptieren sie auch ein Kursziel von $95 bzw. $105

Das entspricht reiner Buchhaltermentalität aufgrund der in ihrer Methodik angewandten Zahlen und Annahmen und läßt jegliche "Börsenphantasie" außer Acht.
Natürlich sind unter der o.a. Methodik auch schlechtere Kurse möglich.


Tolle Analyse - hilft mir aber, ehrlich gesagt, nicht viel weiter.


Gruß Steffen

[RolfBraun]

Hi Steffen,

dann war meine Berechnung wohl doch nicht so abwegig, aber hätte ich Bear-Stearns nicht zugetraut, daß die meine Idee klauen, die Faulenzer! (grins)

Werde mir die Analyse wohl auch mal ´reinziehen.
Vielleicht stoße ich auf Zahlenmaterial, daß ich noch nicht kannte...

-Rolf-

[SteffenP]

Moin, moin @all

Wenn jemand bisher Zweifel an B2B gehegt haben sollte, oder sich gefragt hat, woher Umsatzschätzungen für die Zukunft des E-Commerce herstammen oder z.Z. im Zweifel ist, ob er sich nicht gänzlich aus dem E-Commerce-Sektor verabschieden sollte, weil es z.Z. ein bäriger Markt ist, dem sei folgende Marketing-Studie ans Herz gelegt. Auch sehr analytisch aber wertfrei!

Wer die Kurzfassung haben will scrollt einfach bis zum Absatz Outlook

Wenn solche Postings unerwünscht sind, bitte ich um Rückmeldung

Gruß Steffen

und C1 very strong buy



B-To-B Marketing:

US Business-To-Business Internet Trade Projections

Between 2000 and 2005, online B-to-B commerce will swell from three percent to 42 percent of total B-to-B trade in the US. Buyers and sellers alike must invest aggressively, and must boldly adopt new models of conducting B-to-B trade to remain competitive.
Lead Analysts
Jean Gabriel Henry
John Katsaros
Analysts
Tim Clark
Melissa Shore
Rob Leathern
VP and Group Director, Research
Marc Johnson
Table Of Contents:

Executive Summary
Landscape: Despite the Hype, Online B-to-B Investment Still Minimal
Two Smaller Swells Preceded the Internet Tidal Wave
B-to-B Executives Have Full Decision-Making Authority
B-to-B Online Commerce Is More Than Just Transacting
Where Online Transactions Create Value
New Models Continue to Emerge
B-to-B Growth Phases from the Buyer`s Perspective
Outlook: Unified Supply Chains Will Compete with One Another
The Online B-to-B Marketplace Will Grow Dramatically
Net Markets to Surge Forward with 33 Percent Jump in Five Years
Net Markets Deliver Distinct Value to Each Market
Market Powers Will Diversify Participation and Dictate to the Less Powerful
The Five Largest Online B-to-B Market Segments
Industry B-to-B Adoption Moves at Differing Speeds
Industry Dynamics Determine Magnitude and Speed of Online Growth
Lack of Infrastructure and Exchange Activity Delay Potential
Product Type Will Influence Adoption
Mandate: Internet Trade is Accelerating; Join Now or Not at All
Recommendations for Buyers
Recommendations for Sellers
Report Methodology
Definitions
Current US Market Size
US Forecast Approach
Critical Factors
Speed
Potential
Net Market Potential

Table Of Figures:

Fig. 1: Stages of Company Computer Technology Adoption
Fig. 2: Mapping of Online Transaction Value Propositions for Buyers and Sellers
Fig.3: Models for Trade Between Buyers and Sellers
Fig. 4: Models for Trade Between Buyers and Sellers, 1997-2003
Fig. 5: B-to-B Online Trade Forecast, 2000-2005
Fig. 6: Net Market Commerce Adoption, 2000 and 2005
Fig. 7: Net Market Online Trade Penetration, by Industry
Fig. 8: Online Trade Forecast: Top Five Industries, 2000 and 2005
Fig. 9: B-to-B Online Trade Forecast, 2000-2005
Fig. 10: B-To-B Online Trade Forecast, by Industry, 2000 and 2005
Fig. 11: Factors Driving Online Trade Adoption
Fig. 12: B-to-B Online Market Movement
Fig. 13: Mapping Online Potential of Industry Segments



Executive Summary

A decade of departmental computing, followed by a second decade of client/server computing, has given way to the third wave of technology, Internet computing, which is sweeping the business world with the speed and power of a Tsunami. Virtually all companies that participate in business-to-business (B-to-B) commerce are caught in the current, forcing them to develop strategies that will tell them how, when, and where to catch the wave. In this massive re-engineering of the economy, early participants will have a significant advantage. What is the current state of online B-to-B in the US? How large will US online B-to-B trade become? What factors will play a significant role in the future? How will Net Markets affect B-to-B trade? What should companies do to benefit from this dramatic change in how businesses trade?
Between 2000 and 2005, online B-to-B commerce will swell from three percent to 42 percent of total B-to-B trade in the US. Buyers and sellers alike must invest aggressively, and must boldly adopt new models of conducting B-to-B trade to remain competitive.
Unified Supply Chains Will Compete with One Another. Jupiter`s projections in the B-to-B commerce sector of the Internet are nothing short of phenomenal, showing growth to 20 times its present size in five short years. The challenge for participants will be in matching their strides to standards in their own markets, while taking all the shortcuts but stumbling into none of the pitfalls. Clearly, the winners will usher in a whole new breed of competition where unified supply chains compete as a unit. Despite the Hype, Online B-to-B Investment Still Minimal. By 2001, only a small percent of B-to-B trade will be conducted online. So most companies are taking a wait-and-see approach, either fearing to rock the boat or being too focused on near-term concerns. However, in five years, the amount of online commerce will greatly exceed companies` expectations. Therefore, dozing companies should wake up and take advantage of the next 12 months; they`re the best opportunity to spend aggressively and thereby increase market share.

Landscape:

Despite the Hype, Online B-to-B Investment Still Minimal
By 2001, only a small percent of B-to-B trade will be conducted online. So most companies are taking a wait-and-see approach, either fearing to rock the boat or being too focused on near-term concerns. However, in five years, the amount of online commerce will greatly exceed companies` expectations. Therefore, dozing companies should wake up and take advantage of the next 12 months; they`re the best opportunity to spend aggressively and thereby increase market share.
Two Smaller Swells Preceded the Internet Tidal Wave
The first ripple occurred in the 1980s, when many businesses reluctantly adopted computing to improve productivity. Understandably, they were skeptical about the returns they`d gain from their technology investments, so these deployments took time to take hold. Technology suppliers themselves were often slow to provide complete solution sets.
In the 1990s, change accelerated when the powerful tide of client/server computing brought new capabilities to businesses, allowing them to compress value chains and expand reach. Businesses saw that important markets were won through the deployment of client/server systems, but the significant investment required to build necessary infrastructure was often a stumbling block.
Today, the third wave, Internet computing, presents a clear set of incentives driving far more rapid adoption than the two previous phases. These incentives are as follows:
Investment capital is widely available both within corporations and in the venture start-up community.
The viral nature of the Internet exposes competitors to the early wins of the leaders.
As business processes are redefined to take advantage of the Internet, legacy practices are shut down, driving entire functionality toward use of the Net.
The faster pace of adoption means that the risks of moving later are greater.
The shift is from competition among individual companies to zone competition, where groups of companies within a common supply chain are interconnected through a secured Internet infrastructure and compete with other zones.
Waves of Internet Adoption Surge to Tsunami-Sized Movement



Fig. 1: Stages of Company Computer Technology Adoption



PUB. 9/00


© 2000 JUPITER RESEARCH


B-to-B Executives Have Full Decision-Making Authority

Marketing to B-to-B decision-makers is easier. A handful of managers within a company are empowered to make corporate decisions to participate in Internet commerce. In B-to-C commerce, decisions are made by millions of individuals, so adoption is a one-by-one process.
Cost reduction makes compelling value propositions. Activity in Net Markets and direct B-to-B commerce between trading partners have already demonstrated their value by reducing process costs. Automating procurement paperwork and approvals saves money for both buyers and sellers. Online transactions also have reduced product costs in some cases.
Net Market coalition formation by big businesses. More than 50 industry consortia have announced sponsorship of online marketplaces, adding momentum behind the direct and the Net Market models of B-to-B commerce. This activity will force competitive businesses to respond.
Big buyers will force suppliers to act. Big buyers are forcing their suppliers to adopt online transactions and collaboration because it saves buyers time and money.
Internet standards are in place. Widespread use of the Internet in many industries has turned Net-based technologies into de facto standards, making adoption of B-to-B commerce easier. The network and computing infrastructures to conduct Internet business are already in place.
Lessons from B-to-C hasten decision making. Mainstream companies are moving faster today than when B-to-C commerce got started; no corporate executive wants to be "Amazoned." eBay and Amazon.com have proven the power of Internet commerce while Net stumbles by Borders and Merrill Lynch have demonstrated that delay can cost market share for slower movers.



B-to-B Online Commerce Is More Than Just Transacting
The word transaction is a catchall in Internet commerce lingo. It takes on different meanings in different situations and in different markets. The words "online transaction" don`t mean that each step of the transaction was initiated and completed online.
Transactions generally begin with searching for alternatives and are completed when the product successfully arrives and payment is made. Jupiter does not limit the definition of an online transaction to requiring online functions every step of the way. It wouldn`t make sense to eliminate online steel transactions because an auto engineer meets face-to-face with a steel manufacturer to agree on specs.
Jupiter`s definition of an online transaction includes transactions that are enabled, to a significant degree, electronically. Included are online transactions involving the following:
Involving automated product searches in markets where there is a high human search cost (e.g., engineering and building maintenance. (Referred to in this report as pre-buy.)
Initiated off-line (e.g., master contracts, custom engineering specifications) and completed online. (Referred to in this report as buying.)
Involving extensive post-sales logistics that were aided through online market data exchange. (Referred to in this report as post-buy.)
Event-driven buyer/seller collaboration transaction teams working on a common market exchange platform
Where Online Transactions Create Value
B-to-B online commerce is about much more than just the "buy." Pre-buy, buying, and post-buy transactions can produce savings for buyers and sellers in each stage. In fact, the benefits associated with buying and selling online in the pre-buy and post-buy stages are as compelling, if not more compelling, than the transaction itself. The same is true for buyer/seller transactions online.
Pre-buy benefits
Online commerce allows buyers to search for products more easily; the time-consuming task of searching through a bookshelf of catalogs for the best component for a new design is now obsolete. Instead, a designer can simply go to Testmart, (www.testmart.com) a Net Market combining an advanced search engine with a content-rich indexed catalog, to search for a precision instrument. For some industries, searching costs by skilled personnel exceed 40 percent of the total acquisition cost of the item to be purchased.
Buyers also can locate, qualify, and select new suppliers more quickly online. Easy ordering allows companies to reduce inventory levels, freeing up cash. Online requests for proposal (RFPs) can be automated and vendor responses quickly matched using Internet technologies.
For suppliers, identifying and responding to RFPs online is easier and cheaper. Compilation and printing of paper catalogs can be reduced if not eliminated, and online, facts such as pricing and availability can be kept up to date easily. Automating contract purchases makes it easier for suppliers to forecast demand, and buyers can be qualified more easily through online credit and reporting services or through the qualification processes of Net Markets.
Buying benefits
Automated transactions carry benefits for both buyers and suppliers, including lower processing costs and fewer ordering errors that result in return costs later. By working online, buyers can obtain credit, check availability of items ordered, manage bids from multiple vendors, issue purchase orders, and automate currency rate changes.
For suppliers, the key benefit is reaching new buyers in a cost-effective manner. Suppliers also experience lower costs by accepting purchase orders online and making their inventory levels available to potential buyers. In addition, they can use Internet technologies to manage their channel and distribution partners, saving on people and communications costs.
Post-buy benefits
Buyers and sellers both gain by the speed and ease of online connections in finalizing a transaction: order acceptance, logistics and shipping, order tracking, escrow, payments and collections, import/export regulations, and conflict mediation. Buyers, sellers, or Net Markets can outsource many of these services to independent vendors.
Buyers and Sellers Realize Benefits Across the Buying Process
Fig. 2: Mapping of Online Transaction Value Propositions for Buyers and Sellers
Pre-buy Buy Post-buy
Buyers Locating suppliers Selecting vendors Qualifying suppliers and products Reducing search cost Adjusting Inventory Automating RFWs Matching RFQs Automating transactions Obtain credit checking availability Currency management Managing Bids Purchase orders Logistics and shipping Escrow/risk insurance Arranging payment Asset management Customs Order process taking Acceptance Mediation
Sellers Identifying RFPs Responding to RFPs Qualifying buyers Forecasting Demand Automating Catalog Increasing reach/demand Accepting purchase order Managing channel structure Enabling customer service Collections Mediation


New Models Continue to Emerge
Limits of first-generation EDIs cause slow adoption. B-to-B commerce has evolved through several stages. The oldest form of B-to-B was electronic data interchange (EDI), in which major manufacturers required suppliers to deal with them online using proprietary protocols and secure private networks called value-added networks (VANs).
Because it was buyer-centric, EDI is often described as a hub-and-spokes arrangement with the buyer at the center. EDI automates transactions based on standardized forms for a particular industry, and it also provides some pre-buy and post-buy functions. But its disadvantages prevent it from being widely adopted. In general, EDI is expensive and uses proprietary protocols so a supplier cannot use the same set-up to communicate with buyers on different EDI networks. Many EDI users would like to broaden the number of suppliers on their systems by using Internet-enabled EDI.
The second generation: B-to-B storefronts. The first Internet-based B-to-B systems were oriented to suppliers. Sell-side systems, essentially online storefronts for selling to businesses, allowed sellers to reach buyers online. They reduced sellers` costs, offered a way to reach new buyers, and improved customer service. However, buyers still need to find individual suppliers.
The third generation: buyer-driven procurement. The next generation of Net-based B-to-B systems was buy-side solutions, often called extranets or implemented through supply chain or enterprise resource procurement (ERP) software. Buy-side solutions—which are buyer-centric, like EDI, but Net-enabled—automate transactions, reduce purchasing costs, and combine a big buyer`s purchasing power. But they can be expensive to implement and require sellers to conform to the buyer`s purchasing procedures.
Together, buy-side and sell-side solutions are classified as direct B-to-B commerce, since they amount to direct connections between buyers and suppliers. The downside of direct B-to-B commerce is that it requires one-to-one connections, which can become expensive for large companies with many customers or suppliers.
The fourth generation: Net Markets, independent or coalition. The next model to emerge was the Net Market model. Net Markets are online intermediaries where many buyers and many sellers can congregate to trade. Sometimes called "butterfly markets," Net Markets essentially match buyers and sellers using a variety of market mechanisms including auctions, RFPs, catalogs, and Nasdaq-like exchanges. The first Net Markets were independent entities, often funded by venture capital, which sought to be neutral intermediaries between buyers and sellers.
Net Markets Intermediate Buyers and Sellers
Fig.3: Models for Trade Between Buyers and Sellers




Starting in early 2000, major corporations began to form industry consortia to set up their own Net Markets, which are called "coalition markets." Most are driven by either buyers or sellers but have tried to position themselves as neutral middlemen.
The fifth generation: hosted private markets. The latest model to emerge has been that of private marketplaces, defined as areas within independent or coalition Net Markets in which specific buyers can interact and trade with designated sellers, or vice versa. Private marketplaces use the technology infrastructure of the Net Market to create essentially direct connections between buyers and sellers. This system saves infrastructure investments for buyers and suppliers and offers additional revenue sources for Net Markets.
Net Markets Intermediate Buyers and Sellers
Fig. 4: Models for Trade Between Buyers and Sellers, 1997-2003





B-to-B Growth Phases from the Buyer`s Perspective
Jupiter has identified four phases of online B-to-B commerce adoption that can be used to map companies as well as industries as a whole. They are as follows:
Phase 1: Sleeping
Most companies are asleep today. In spite of the attention paid to the Internet, most companies are taking a wait-and-see approach. In some cases, companies do not want to rock the boat; in other cases they are too focused upon near-term concerns to see new opportunities.
Phase 2: Piloting
Here, businesses initiate pilot projects. An internal champion sees the benefit of moving online and leads the charge. Companies in this phase move slowly and cautiously, in part due to strong internal resistance. Internally, the fear of cannibalizing existing channels remains unresolved. Projects are further slowed by high integration costs. Later in this phase, during "toe-dipping," or implementation, major issues become clearly identified and are better understood as the champion educates people internally and externally.
Implementing successful pilot programs leads to phase 3. Several important events take place during this critical transition. Alternatives are identified, strategies selected, internal consensus created, and the champion gains critical mass moving forward. Furthermore, a new round of funding is approved, additional staff is hired, and a clear roadmap of future investments serves as the beacon for phase 3.
Phase 3: Committed
In phase 3, with the team and investment in place, several projects are launched simultaneously. At this point, the company makes external commitments to trading partners, investors and the press. Less than five percent of companies within any industry are in the committed phase at this time.
The transition from phase 3 to the final phase, mission critical, is dramatic: At this point, the company has received buy-in from key trading partners and existing legacy processes are being shut down. There is no turning back.
Phase 4: Mission-critical
In phase 4, trading partners are completely committed and full system integration exists between them. The revenue channels demonstrate clear benefits for all parties. In the mission-critical phase, businesses cannot operate without the system working. Jupiter has identified only a few companies in this phase today. The first industries with companies reaching the mission-critical phase will come out of the following five industries: aerospace/defense, chemicals, computer/telephone equipment, electronics, and motor vehicles and parts. Leaders in these industries will get there first.
Today, only a small number of companies have begun serious investment in online commerce. This presents a problem relating to the entire supply chain. To gain advantage, entire supply chains must move online. Weak links, or key members with lagging online investments, will reduce benefits for all members.


Outlook:
Unified Supply Chains Will Compete with One Another
Jupiter`s projections in the B-to-B commerce sector of the Internet are nothing short of phenomenal, showing growth to 20 times its present size in five short years. The challenge for participants will be in matching their strides to standards in their own markets, while taking all the shortcuts but stumbling into none of the pitfalls. Clearly, the winners will usher in a whole new breed of competition where unified supply chains compete as a unit.
The Online B-to-B Marketplace Will Grow Dramatically
Total US B-to-B, non-service trade (combining both online and off-line) will rise from $11.5 trillion in 2000 to $15.1 trillion in 2005.
The Internet`s share of total US B-to-B trade will soar from three percent in 2000 to 42 percent in 2005.
Internet trade will grow more than 20 times in five years from $336 billion in 2000 to $6.3 trillion in 2005.

The following industries lead the other 12 measured with six percent or more of trade occurring online by the end of 2000: agriculture/farming, aerospace/defense, chemicals, and computer/telecom equipment.
None of the other 12 industry categories examined are expected to have online trade penetration above three percent by the end of 2000.
In 2004, online trade will represent over half of total B-to-B commerce the following industries:
Aerospace/defense
Chemical
Computer/telecom equipment
Electronics
Motor vehicles and parts
B-to-B Growing Online Trade Penetration
Fig. 5: B-to-B Trade Forecast, 2000-2005


SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS
Net Markets to Surge Forward with 33 Percent Jump in Five Years
By 2005, Net Markets will account for 35 percent of B-to-B online commerce as compared to two percent in 2000. That amounts to 15 percent of total (i.e., online and off-line) B-to-B spending.
Jupiter believes Net Markets will grow dramatically because they create more efficient transactions and business processes across many market segments. That fundamental principle plays out differently in different industries because each industry`s pain differs, and the pain is in the domain. Overall, Net Markets assemble many buyers and many sellers in one place, thus reducing search costs for buyers and marketing costs for sellers. These process cost savings can be substantial for all participants.
Also, many Net Markets publish prices of transactions, exposing middlemen that do nothing more than trade and producing better deals for buyers and sellers. Finally, Net Markets organize B-to-B commerce on a common platform upon which participants can build, addressing today`s problem of incompatible infrastructures among trading partners. Net Markets will evolve beyond simple marketplaces for transactions and become places where trading partners meet to collaborate on product designs, project management, and other tasks. That collaboration will then drive additional transactions through the Net Market. Ultimately, these Net Market collaborative applications will punch through member firewalls, uniting members of supply chains.
The burgeoning number of industry consortia, more than 60 at last count, created specifically to form coalition-led Net Markets, has validated the Net Market concept. Fortune 1000 corporations have committed hundreds of billions of dollars in corporate spending to fund industry-run coalition Net Markets, a key factor in Jupiter`s projection of massive growth in Net Market transactions.
Net Markets to Capture Greater Percentage of Total Online Trade
Fig. 6: Net Market Commerce Adoption, 2000 and 2005



SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS


Net Markets Deliver Distinct Value to Each Market
Within the past twenty-four months, Net Markets have proven their ability to provide important value opportunities mainstream North American market segments. For some markets, these dynamic new trading channels present tangible benefits. But not all markets will get equal value from Net Market operations. Market characteristics, in large part, determine the degree of influence a Net Market may have. In general, fragmentation of buyers and/or sellers will increase the likelihood that Net Markets will add value. The presence of a few strong, concentrated buyers may, at first, appear to decrease the likelihood that Net Markets take hold. Nevertheless, strong market evidence makes it apparent that concentrated buyers can benefit from Net Markets. The movement of big players, such as Ford`s partnering with e-Steel within the auto market, and the recent rapid development of industry-led coalitions with the participation of large companies, makes it apparent that even the big buyers will, to some degree, participate in some version of a Net Market.
In addition to market fragmentation, other issues that affect the speed at which Net Market activity will take place include manufacturing concentration, price volatility of products, seasonal nature of demand, time criticality of products, and product complexity.
Market Powers Will Diversify Participation and Dictate to the Less Powerful
Powerful brands will have the opportunity to take advantage of the direct model of B-to-B commerce by driving weaker trading partners into one-to-one online relationships. The strong companies have the opportunity to set the rules by commanding participation from companies that are dependent upon them. While strong brands will have portfolios dominated by direct online relationships, the dominant players will also participate in both coalition and independent Net Market opportunities. There are huge benefits to be gained by operating within all three models simultaneously. Powerful brands will dominate where they can, and participate where they can`t dominate.
Less powerful companies will not see a dramatic change in their positioning as a result of online B-to-B commerce. These companies will participate in the direct model when directed or asked by a strong and powerful trading partner, but firms will be unable to initiate direct selling models independently. Low-power players also cannot establish their own vibrant coalition marketplaces that might compete with those established by companies with high market power. But low-power companies can empower themselves—and still follow the dictates of their industry leaders—through participation in Net Markets.
Industry Fragmentation Opens Door for Net Markets
Fig. 7: Net Market Online Trade Penetration, by Industry



SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS
The Five Largest Online B-to-B Market Segments
Jupiter forecasts that the computer/telecommunications equipment market will be the largest online B-to-B market in terms of dollars with sales topping $1 trillion in 2005. Four other industries, food and beverage, motor vehicle and parts, industrial equipment and supplies, and construction and real estate will exceed $500 billion. None of the other industries are expected to top the $500 billion mark by 2005.
Five Industries Will Lead Online Trade Volume
Fig. 8: Online Trade Forecast: Top Five Industries, 2000 and 2005



SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS
Industry B-to-B Adoption Moves at Differing Speeds
Jupiter forecasts that online trade as a percentage of total B-to-B trade will soar over the next five years. Most industries will experience online trade growth of more than twenty times in five years.
Industries that will realize the greatest percentage growth and online trade over the next five years are the following:
Pharmaceutical and medical products (53 times growth)
Electronics (39 times growth)
Consumer goods (39 times growth)
Motor vehicles and parts (31 times growth)
Industries that will experience trade growth of under 10 times over the next five years include three areas that are already relatively automated online:
Chemicals
Aerospace and defense
Agriculture and farming
By 2005, industry leaders in terms of dollars will include the following:
Computer/telecommunications equipment will lead all industries in 2005 with just over $1 trillion in online trade
Food and beverage follows with $863 billion in online trade
Motor vehicles and parts with $660 billion
Only one industry will not top $1 billion in online trade in 2005: agriculture and farming.
Rising Percentage of Trade to Occur Online
Fig. 9: B-to-B Online Trade Forecast, 2000-2005


SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS


Computers/Telecommunications Equipment Lead 16 Industries in Online Trade
Fig. 10: B-To-B Online Trade Forecast, by Industry, 2000 and 2005


SOURCE: JUPITER INTERNET B-TO-B COMMERCE MODEL, 6/00, (US ONLY)
© 2000 JUPITER COMMUNICATIONS



Industry Dynamics Determine Magnitude and Speed of Online Growth Various industries will not adopt B-to-B Internet commerce in lockstep, and the specific inefficiencies addressed by Net Markets vary by industry. The pain is in the domain, so Net Markets will differ depending on the industry niche in which they are active. Jupiter has identified several factors that shape B-to-B commerce adoption, both in terms of how quickly different sectors will move to B-to-B commerce and how much of industry trading activity will migrate online. Factors that affect how fast B-to-B trading moves online include level of investment in information technology, industry usage of computer and Internet technologies, and the level of Net Market activity. To determine how much of an industry`s trading will be handled online, Jupiter looked at variables such as the following: Industry fragmentation Average transaction size Number of transactions Processing costs for handling an order Complexity of products Price volatility Perishability of products Seasonal or cyclical demands Industry Dynamics Determine Magnitude Fig. 11: Factors Driving Online Trade Adoption



PUB. 9/00
© 2000 JUPITER COMMUNICATIONS
Lack of Infrastructure and Exchange Activity Delay Potential
Market acceptance of B-to-B commerce will proceed at different rates in various markets. Figure 12 shows two important dimensions for analyzing the velocity with which an industry will adopt Internet commerce:
The horizontal axis represents the migration speed of an industry. Migration-speed factors include the following:
IT spending
Internet business spending
Share of IT budget for implementing Internet business
Internet business activity
Percentage of online transactions
Percentage of buyers
Number of sellers interconnected electronically
Current exchange activity
The vertical axis indicates the potential of B-to-B commerce in a market segment for creating what Jupiter refers to as an unfair competitive advantage: Will companies making the investment get a really important return ahead of their competitors? The greater the advantage to early movers, the faster businesses will move to boost their electronic commerce services. Factors include the following:
Buyer and seller concentration
Transaction size and volume
Procurement expenses
Product complexity
Industries in the lower left quadrant don`t have as much to gain from Internet commerce and face significant obstacles that prevent them from moving quickly.
Industries in the lower right quadrant are able to move quickly, but either don`t offer strong first-mover advantages or have so many interdependencies that there are few benefits in acting alone, thereby muting first-mover advantage.
Industries in the upper left quadrant have significant potential to gain competitive advantage by going online, but are restricted by major industry obstacles. Nirvana markets where B-to-B commerce offers significant competitive advantage and can move quickly are in the upper right quadrant.
Speed and Potential of Migration Are Keys to Fastest-Growing Markets
Fig. 12: B-to-B Online Market Movement




PUB. 9/00
© 2000 JUPITER COMMUNICATIONS

Product Type Will Influence Adoption
Some product types are better suited for online trading than other types. Commodity products are relatively well suited for online trading because, as in a stock market such as Nasdaq, buyers and sellers know exactly what they`re trading. Surprisingly, products such as steel and paper are not commodities, but products with as many as 100 different attributes that can be specified. Complex products or those of custom design are more difficult to trade through Net Markets today; although mechanisms are evolving that will enable such products to be traded as well.
Figure 13 indicates the online market movement of markets Jupiter studied. The construction/real estate industry is ranked as having high potential but a slow migration speed (due to the need for wireless buildup required to service customers at job sites). Motor vehicles are ranked high because procurement is already electronic and there is a strong concentration of both buyers and suppliers.
Online Trade Adoption Dramatically Different by Industry
Fig. 13: Mapping Online Potential of Industry Segments



PUB. 9/00
© 2000 JUPITER COMMUNICATIONS

Mandate:
Internet Trade is Accelerating; Join Now or Not at All
Between 2000 and 2005, online B-to-B commerce will swell from three percent to 42 percent of total B-to-B trade in the US. Buyers and sellers alike must invest aggressively and must boldly adopt new models of conducting B-to-B trade to remain competitive.
Recommendations for Buyers
Identify B-to-B alternatives and select options within six months. Every major business segment is on the cusp of an important migration toward doing business online. Each business has many options that can be pursued. Industry executives must identify these options and select the best alternatives quickly. Selecting the right business partners will be an important success factor.
Analyze and compare investment options. Create a process for comparative analysis of business options in order to rank their importance and create an internal roadmap. Companies can expect to spend five percent of their online budget on this portion of the planning process.
Allocate dedicated business development resources to evangelize benefits to supply chain. Buyers have more to gain when key members of their own supply chain move online. Supporting value chain initiation is in a buyer`s best interest.
Within six months, begin transactions through Net Markets. Companies should move relationships with their most important suppliers online, using direct connection or a Net Market. They must join, develop, invest in, or participate with Net Markets.
Recommendations for Sellers
Staff up business development activities and develop relationships with Net Markets. Of the 1,000-plus online marketplaces that exist, only a handful will be relevant for each industry. Successful suppliers have already forged partnerships with at least one Net Market and have active and formidable business development teams. Especially in Net Market-ready industries, sellers that have not yet created the requisite relationships with Net Markets will face market growth barriers.
Engage multiple Net Markets. Don`t develop exclusive relationships. Individual Net Markets have strengths and weaknesses across customer segments and geographies. Participation in Net Markets needs to reflect key geographic and product-line considerations within the corporate strategy. Net Market selection criteria should reflect key business strategies.
Evaluate and join coalitions as they form. Business benefits from online B-to-B commerce when all members of a value chain participate. The weakest link will break the value chain and defeat the effects of other, stronger links. Industry-led coalitions present opportunities for rapid online transition across complete value chains.
Move quickly. Companies must identify those areas of their business that would benefit most and which markets are likely to be ready first.


Report Methodology
Jupiter reports are based upon a rich foundation of analyst expertise and market research. The core input to Jupiter`s research is the perspective and opinions of Jupiter`s research professionals. Jupiter analysts are immersed in the industries they cover through constant contact with leaders in the technology and media industries, through daily study of trends and events in the online world, and through former professional experiences. Individual analyst perspectives are filtered through rigorous collective debate and deliberation, producing research that reflects the combined sensibility of all of Jupiter`s research team.
Additionally, analyst perspectives are enhanced and refined through Jupiter-designed market research. Every report revolves around an action-oriented hypothesis tested by market research. Jupiter utilizes a wide set of data-gathering tools to conduct these research tests, including extensive consumer survey efforts, systematic polling of leading industry executives, and a rigorous approach to building market forecasting models. Analysts are assisted in the technical development of these tools—survey design, sample building, data weighting, data processing and analysis by Jupiter`s Data Research group.
To quantify some of the changes Jupiter expects in this industry, Jupiter built a complex forecast model capturing current business-to-business trade and five-year forecasts of online commerce trade growth. This model defines key growth levers, market drivers, and market inhibitors, giving clients a clear, analytical way to think about upcoming changes in their sector. Jupiter forecasts are based on a number of methodologies, including close examination of analogous markets (either previous growth of new technologies or relevant off-line market case studies), consumer self-stated intentions culled from proprietary Jupiter surveying, complex market segmentation analysis, and historical trend analysis. Additionally, all forecast assumptions are rigorously debated in a process designed to capture the collective judgment of all Jupiter analysts with relevant experience and perspectives on each given market.
As part of the forecast modeling, Jupiter develops comprehensive historical and base-year market size estimates based on a variety of sources, including company interviews, consumer survey research, public financial documents, and analysis of Web site tracking databases such as AdSpend and Media Metrix.
All of Jupiter`s forecasts are designed by a dedicated team of three forecasting analysts within Jupiter`s Data Research group, who build the models, conduct extensive analogous industry research, and manage the process of formally building consensus among Jupiter`s analysts. Jupiter`s forecasting analysts come from management consulting and investment banking backgrounds, where they developed extensive experience with industry and company forecasting. Vipul Patel, Jupiter`s Director of Forecasting, oversees overall quality and methodology design for Jupiter`s forecasting process.
Definitions
Online B-to-B trade. The Jupiter B-to-B Commerce Model is built to give clients an understanding of criteria for understanding how the Internet is going to affect their business processes, for both procurement and sales. Jupiter defines online B-to-B trade as any sale made by a business to another business where either the terms of the transaction are agreed to online, or the majority of terms or features of the item(s) involved in the transaction are executed online. The online portion of the transaction may be supplemented by interactions via phone, fax, or in person. This definition is consistent with the way major companies report their online sales.
Net Markets trade. Jupiter defines a Net Market as a common forum where multiple buyers and sellers meet online to transact business. Jupiter counts a transaction as a Net Market transaction if price, vendor, or terms are communicated within this forum, or as a result of interaction in this forum.


Current US Market Size
Jupiter has based its B-to-B trade figures on data made available by the US Commerce Department on sales by North American Industry Classification System (NAICS) category. This data is based upon 1997 figures (the most recent available).
Jupiter excludes certain services (except in the case where the services are directly applicable to the provision of the goods in question (e.g., transportation, which is largely a service) and retail trade in calculating the dollar values of the various supply chains. Future iterations of the Jupiter B-to-B Commerce Model will add service industries such as healthcare and financial services.
Jupiter then aggregated NAICS industries at the lowest level possible, categorizing each NAICS code in the above segments in one of 16 supply chains. These supply chains are:
Aerospace/defense
Agriculture and farming
Chemicals
Computer/telco equipment
Construction and real estate
Consumer goods
Electronics
Energy: oil, gas
Food and beverage
Industrial equipment and supplies
Metals and mining
Motor vehicles and parts
Paper and office products
Pharmaceutical and medical products
Transportation/freight
Utilities
Jupiter believes that these aggregate industry supply chains provide a useful schema to aggregate and examine the effects of the Internet on business processes and trade for their market participants and third-party vendors. Jupiter bases its estimates of current online direct and Net Market trade on the following factors:
Publicly available data from major corporations that are participants in these markets
Aggregate data from executive interviews and other data proprietary to Jupiter Research, Net Market Makers or Internet Research Group
Jupiter estimates




US Forecast Approach Jupiter built an industry-by-industry model by examining the effects of growth drivers and inhibitors. As part of this analysis, Jupiter constructed a scorecard that encapsulates both third-party data and Jupiter analysis. Jupiter split the scorecard factors into three distinct groups, each affecting the model differently: Speed. These factors affect and help determine how quickly a certain industry will reach its full potential for Internet B-to-B trade. Potential. This group represents the ultimate potential for trade to take place via the Internet in a particular industry. Jupiter`s B-to-B Commerce Model has as its baseline assumption that by 2010, all trade that could be conducted online will be: Approximately 80 percent of overall B-to-B trade could be online. Net Markets. Several product and market characteristics are helpful in understanding whether a particular industry will be more or less likely to conduct trade through common marketplaces or centralized venues. The factors are taken into account in the Net Markets scorecard. Jupiter`s model is built in several layers starting at the industry level. The scores feed into three main variables that are combined with Jupiter`s estimates of current market penetration to determine, for each industry, how much trade will take place online through 2005, and also, how much of that trade will occur through Net Markets. Critical Factors For each of the scorecard categories, Jupiter combined the qualitative judgments of the nature and importance of certain drivers with relevant data about the industries from third-party sources. These sources include the US Commerce Department, the National Association of Purchasing Managers (NAPM), and the InformationWeek 500 IT survey. Speed The following items were scored drawing heavily from input from the InformationWeek 500: IT spending: IT budget as a percentage of projected 1999 revenue. Industries in which companies spend heavily on information technology are better positioned to integrate the Internet into their business. Internet business spending: Share of IT budget for implementing Internet business. This refers to information technology funds specifically earmarked for spending on doing business electronically. Internet business sales: Share of total sales from Internet business. This is an assessment of what portion of all sales are being handled electronically. Customer links: Customers in electronic supply chain. This measures the portion of customers who are linked to major firms in this industry via electronic means. Supplier links: Suppliers in electronic supply chain. This is an indication of how many suppliers in a particular supply chain are linked electronically. In addition, Jupiter scored the following two categories Exchange activity. Current exchange participant activity ranked on a five-point scale, based on Jupiter`s estimates. Electronic usage. Current penetration of electronic purchasing methods (Source: NAPM and Jupiter estimates) Potential Many of the categories in the potential scorecard drew heavily on analysis of figures put together by the NAPM. These scorecard categories are as follows: Supplier concentration. A five-point score based on the percentage of suppliers that account for 90 percent of all purchases. A concentration of suppliers within sub-categories will allow for an immediate large dollar volume of transaction flow once the most important suppliers are linked electronically. Transaction size. Average purchase transaction size. Larger transaction sizes will allow for larger-sized cost savings from implementing Internet-based solutions. Purchasing operating expenses. Purchasing operating expenses as a percentage of all purchases. The relative amount of operating expense that handling the purchasing function adds to the enterprise—the higher this amount, the greater the potential benefits from implementing online initiatives. This translates to "process costs" that online commerce can reduce. Volume of transactions. The number of purchasing transactions. With the benefits of scale, larger electronic implementations can be put in place to drive additional cost savings. In addition, Jupiter ranked the following category: Product complexity. Lack of product complexity ranked on a one to five scale (five is the least complex) according to Jupiter estimates. Less complex products that do not require as much negotiation and/or customization will be easier to describe and standardize upon in an electronic environment.



Net Market Potential Several scorecard items in this category rely heavily on qualitative analysis. The source of each item is indicated below: Manufacturing concentration. The weighted average score of Herfindahl-Hirschmann indices for manufacturing firms in these industries (based on data from the 1992 Census of Manufacturers report, "Concentration Ratios in Manufacturing" from the US Commerce Department). In supply chains where manufacturing is concentrated and large companies control a greater percentage of trade, they will be able to drive the adoption of Net Markets. Degree of fragmentation. The number of establishments in the particular supply chain. The greater this number, the more likely that there are efficiency gains to be gained from streamlining and aggregating vertical supply relationships (data from the US Commerce Department and Jupiter analysis). Price volatility of products. Products in these industries are ranked on a five-point qualitative scale as to how much prices can fluctuate. Cyclicality of demand. A qualitative rating where a high score indicates unpredictable demand, which will tend to drive marketplace trade since there can be temporary fluctuations in supply and price. Time criticality of product. Qualitative ranking of whether goods have a time component to them. Marketplaces can be used to exchange or auction excess supply or capacity of time-critical products, where there would otherwise be no clear way to find a market price.

Related Research

Net Markets: Matching Business Objectives with Infrastructure Investments
With independent and coalition competitors at their heels, Net Market leaders will have to create meticulously engineered infrastructure that allows for rapid changes in business models. Buyers and sellers must be technologically prepared, and both sides must be open to new partnerships, which may be unexpected but which may offset inherent weaknesses. (B-to-B Infrastructure, Volume 2, 2000)
Related Research

Net Markets: Matching Business Objectives with Infrastructure Investments

With independent and coalition competitors at their heels, Net Market leaders will have to create meticulously engineered infrastructure that allows for rapid changes in business models. Buyers and sellers must be technologically prepared, and both sides must be open to new partnerships, which may be unexpected but which may offset inherent weaknesses. (B-to-B Infrastructure, Volume 2, 2000)

[RolfBraun]

Ist sehr erwünscht, Steffen, danke für´s ´reinstellen!

-Rolf-

[Marcus B]

Hier zwei Chartanalysen aus nem Ami-Board

By: boomboom72 $$$$
Reply To: None Tuesday, 10 Oct 2000 at 9:10 PM EDT
Post # of 16216


Chart Analysis for Tuesday

Manda-you are too funny my man. Everyone please be sure to read the personal section after the T/A.

Intraday
C1 found some stability in the second half of the market day. After moving below 60, I posted that we needed a close above 60 -preferrably 62 (which was the 70 EMA). Not too much later, the fast intraday stochastics pulled an Evel Knievel at 12:00ish and the stock price reflected it. The intraday MACD had been struggling to go positive and also responded at this time confirming that this move was not to be a quick "spike". An intraday (5 minute chart) uptrend ensued. Bollinger bands-neither wide nor tight- also showed some stability at this time. It is very possible that we will have a steady day (at least in the opening hours) due to these indicators.

3 Month
POSSIBLE RISING WEDGE. How? Look for higher highs and higher lows with an increasingly tighter trading range. Why? Lower trendline (support) rising much more steeply recently than the upper trendline (resistance). What does this mean? Rising wedges have historically played significant formations indicating the end of a markdown period. I previously posted that we were in a coil and the breakout point was estimated at 86. After a close at 86 failed to happen, distribution and then markdown occurred. If C1 holds the mid 60`s through this phase then (assuming accumlation is our next stage) a stronger run than the first could happen. In terms of C1 holding here, the MACD is still positive, but only by a hair. It could go either way right now. Fast stochastics have paused and look to turn up past slow stoachastics and head up if they are to go anywhere.

Key resistance - 67-68ish with intraday at 65
Key support - 57-58ish with intraday at 60

Opinion only
Please read my disclaimer in a previous post.

A personal note.
First I would like to thank all of you (Manda/BAC/Hoffs/Stockgal/Dobber/Dave/etc.) who have posted to me in my absence. I felt as though I needed to get away from posting on this board as I try to not get emotionally involved out here and I felt that the board was turning in this direction. Just a few weeks ago I think we all got a little complacent in how great this board had become. We all need to be more careful in how we handle certain situations. Anyone who uses RB has the right to post whatever they want out here. We may or may not like what some of the postings say. If you don`t like it, don`t read it. If you want a clearer board, ignore it. I have said before that ignoring is usually a mistake because everyone usually has something that can be said that I or you haven`t heard before. However, if a person comes here that you don`t want to deal with, do not engage them. This is what has hurt the CMRC board more than anything else. The petty little comments get under everyone`s skin and don`t do any good. I have made my mistakes before and try not to repeat them. Let`s all try to be better than this. I apologize for the long winded personal note, but not posting here very much lately has made my fingers itchy!
BOOM
[e-mail]

By: breakawaycity $$$$
Reply To: None Wednesday, 11 Oct 2000 at 1:36 AM EDT
Post # of 16216


Tues Charts
Nothing too exciting today with the chart action for C1 - just a continuation of the sideways movement. The Bulls and The Bears are still duking it out over control of C1 as this zone of consolidation continues.

Positive action Tues included a trend reversal for daily low. Tues low of 59.88 marked the first day of a higher low: Bulls <1.
C1 failed to take out Mon high of 66.56: Bears < 1.
Tues Close below Tues Open: Bears < 2.

For Tomorrow:
Support (intraday) 61.75, 60
Resistance still at 66 and 68ish level(see Mon Chart TA for explanation).
*Key Alerts* (new to my TA - if you have alerts available on your charting software, brokerage site - Datek has them for free to non-clients, email service, palm pilot,etc. - the Numbers listed in this section will alert you when a trend change has occurred. I also use these levels to base my Stop Loss and Buy Stop orders).
CURRENT OVERALL C1 TREND: Weak uptrend initiated April 17,`00.
MICRO TREND: Sideways Consolidation
HIGH ALERT: CLOSE OVER 68 (would signal upside breakout from congestion)
LOW ALERT: CLOSE BELOW 57.25 (would signal downside breakout)

opinion only
DISCLAIMER
bac

OT/ welcome back BOOM glad to see your insightful TA posts once again.

ALSO...please let me know if the new Key Alerts are helpful and if you want me to:
1. include them nightly
2. update only when levels change
3. bag `em. Don`t want them.

Thanks!
bac

[serano]

irgendwieu geht in dem Chaos wohl alles Gute unter:

Covisint is real:

http://www.automotivenews.com/autonews/html/main/stories/cov…

[81245]

Yhoo zieht alles runter, jetzt bei 67,5$

[Eboerse]

Dim Star
Die geht sogar Live,ich schätze Du kanntest sie auch nicht.
Schade komme an den Artikel von netmarketmakers nicht mehr dran,da stand auch einiges zu dem Volumen.
Habe aber etwas dazu bei Big Charts gefunden.

B2B Exchange for Mining Industry Goes Live, Powered by Oracle(R) Exchange
WEDNESDAY, OCTOBER 11, 2000 8:00 AM
- PRNewswire

REDWOOD SHORES, Calif., Oct 11, 2000 /PRNewswire via COMTEX/ -- (http://www.oracle.com/tellmemore/?348494) Oracle Corporation (Nasdaq: ORCL), the largest provider of software for e-business, and MiningXchange today announced the launch of the first live and operational exchange to service the mining, oil and mineral processing industry. The MiningXchange will enable real-time transactions between buyers and suppliers, better prices and faster delivery. Both suppliers and buyers will hence be able to save substantially in procurement prices, overhead costs, paperwork and transaction processing. Based in Australia, the new exchange is initially focused on Australia and the Pacific region, but will soon expand its geographical scope to include Africa, North and South America and Europe.

The MiningXchange is an independent business-to-business (B2B) exchange developed by Unifize, the e-business venture of Asian entrepreneur Lucio Tan Jr.; Yapster e-conglomerate Inc, the e-business operation of the Yap family, owners of Lepanto Consolidated Mining in Philippines; and Tennant Limited, an Australian-based supplier of inputs to the mining industry.

The MiningXchange will be an open, neutral marketplace powered by Oracle`s leading B2B exchange technology, the Oracle Exchange. The MiningXchange will provide participants online auctioning, reverse auctioning, contract and spot buying capabilities, as well as collaborative supply chain planning functionality that facilitates accurate capacity and demand planning for members.

"The Oracle Exchange will give all members the ability to streamline and lower operational costs and eliminate supply chain inefficiencies," said Sandy Sanderson, executive vice president, Oracle Corporation. "The MiningXchange is the most recent of the innovative exchanges that are choosing Oracle`s e-business market platform as the basis of their B2B strategies."

"The rapid proliferation of Internet usage within the mining sector presents MiningXchange with a unique e-business opportunity," said Stephen Wolfe, Managing Director of MiningXchange Australia. "Oracle proved to us that they have the breadth of technology and e-business expertise to help us deliver a global B2B exchange that will maximize this opportunity and support the needs of a very complex industry."

During its initial phase, MiningXchange will target up to 600 buyers and suppliers in the Asia Pacific mining sector in a collaborative effort with its own Market Participating Acquisition Team. PricewaterhouseCoopers provided business planning and strategy advice on the establishment of the MiningXchange.

"Along with the rationalization that is currently underway in the mining industry, the development of eMarkets, such as MiningXchange, is set to fuel the pace of change and profitability in the industry through enhanced process performance and supply chain optimization," said John LaVacca, Austrialasian eMarkets leader of PricewaterhouseCoopers. "The launch of MiningXchange offers greater industry choice in what is set to be the largest emerging opportunity in B2B e-business in the future."

Gruß
eboerse

[DimStar]

@EBoerse
danke. allerdings scheint mir MiningXChange eher ein dot-com als eine Mega-Exchange zu sein, da sich hier nicht ein Konsortium von Einkäufern gebildet hat. die haben in diesem bereich nämlich C1/SAP mit mmprocurement.

@SteffenP
freut mich. vor allem, daß sich ein weiterer in diesem board mit den hintergründen wirklich auseinandersetzt. mit gewissheit gibt es diese Reports auch von Jeffries & Co. (warscheinlich nur für vermögende Privatkunden), allerdings werden Analysen nur selten ins web gestellt und wenn (wie bei Bear Stearns) Wochen später (bis sich die Fonds und Vermögensverwaltungskunden dementsprechend positioniert haben oder die Infos nicht mehr für bedeutend halten). was du in den schlagzeilen als begründungen für auf/abstufungen bekommst, sind halt immer nur kürzeste zusammenfassungen eines Gesamtszenarios, was einem Analysten vorschwebt. Du kannst dir sicher vorstellen, daß es anhand der sehr unterschiedlichen Schätzungen z.b. zum Marktvolumen (vergleiche die Zahlen von Juniper mal mit Gartner oder Forrester) auch unterschiedliche Vorstellungen zu den Firmenbewertungen geben kann. Das interessante an den Reports sind die ausgewogenen Überlegungen zu den Risiken und Chancen und vor allem hier und da Angaben zum businessmodell. Die erste Analyse, die mir eine gewisse Vorstellung darüber gebracht hat, war diese hier:

http://www.nmm.com/documents/Commerce_One.pdf,

woraufhin ich für einige Tage ausgestiegen bin (bis die tollen Q1-Zahlen kamen). Ich finde sie immer noch lesenswert, auch wenn die Umsatzschätzungen z.b. mittlerweile mehrfach angehoben wurden und C1 mittlerweile ihr Modell angepasst haben könnte und sowieso bei allen Verträgen sicherlich flexibel gestaltet. das letzte update von JP Morgan findest du bei Multex.


Das IPO von Opciona.com (Endesa-Portal, an dem C1 beteiligt ist) wird wg. Börsenschwäche verschoben.

http://quote.bloomberg.com/fgcgi.cgi?s=AOeMRPxa1RW5kZXNh&T=m…
Endesa Delays Internet Unit Share Sale, Cites Market Conditions
By Brooke Nelson

Madrid, Oct. 10 (Bloomberg) -- Endesa SA, Spain`s biggest power company, pushed back plans for an initial stock sale of its ``business-to-business`` Internet unit until next year, citing falling prices for technology company stocks.

The Madrid-based utility had said it would sell shares this year in Endesa Marketplace, an Internet portal for sales of cables and transformers for utilities. It hired Credit Suisse First Boston to manage the sale, using the name of the unit`s Web access point, Opciona.com.

Endesa is the latest Spanish company to postpone a stock sale of its Internet unit after global technology stocks started declining earlier this year. Union Electrica Fenosa SA, the No. 3 utility, in July postponed the sale of shares in its Soluziona technology and consultancy unit.

``The company is performing well and we have no need to go to the stock market to seek financing,`` said an Endesa spokeswoman, who asked not to be identified, citing company policy. `` We`d rather wait for the best moment in the market.``

Endesa, which is in takeover talks with No. 2 generator Iberdrola SA, owns 78 percent of the company, PricewaterhouseCoopers owns 12 percent, Commerce One Inc. controls 10 percent and Dragados SA, Spain`s No. 2 builder, has an option to buy 10 percent.

Endesa shares fell 0.62 euro, or 2.8 percent, to 21.58.

[DimStar]

Commerce One Inc Reiterated `Strong Buy` at Ryan, Beck
By Lindsey Mackay
Princeton, New Jersey, Oct. 10 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analysts Kama Krishna and Brian Foote at Ryan, Beck & Co. The target price is $83 per share.

http://quote.bloomberg.com/fgcgi.cgi?s=AOeM0SBK0Q29tbWVy&T=m…

[Forsyth]

morgen an alle!

seht euch mal videotextafel ab 445 im n-tv an. dort wird nochmals der B2B markt schön erklärt.
es lohnt sich.

Gruß Forsyth

[Eboerse]

!

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

[Eboerse]

und ein paar aktuelle Analysten Stimmen,

William Epifanio, enterprise software analyst at J.P. Morgan

Would buy these four on any weakness. They are all well positioned for the B2B revolution.

ARBA- helping to improve how businesses interact with one another

CMRC- squeezing inefficiency and cost out of the supply chain

ITWO- problems yesterday were overreaction to sales manager’s departure

SEBL
----------------------------------------------------------------

Ash Rajan of Prudential Securities

Author Maria Logan
Report Source Ash Rajan
(Added 10/10/2000 6:04:24 AM)Categories: Market Views, Stock Picks

Email link to this Article

Market Outlook

He does not see positive quarterly results

Thinks it will be at least the end of November to see a decent comeback in stock prices

This market needs positive news

Solid third quarter earnings will help turn itself around


Says it has been a more stock picker market

Stock Picks

BEAS

Good revenue and earnings visibility
Leader in its category
its in the sweet spot area
has a good chart
SEBL

Dominates the customer-related software space
good earnings visibility
high p/e name
they are the 600 pound gorilla in the area
cheap now relatively speaking
CMRC

Business to business stocks are recovering
should benefit them
long term investors will do well


ALTR

In the semiconductor space
Does not have direct exposure to wireless
thinks it will come back well
INTC

Good long term investor pick if you hold it for a year a more
---------------------------------------------------------------


Bryan Piskorowski, Prudential Securities

Author John Anthony
Report Source Bryan Piskorowski
(Added 10/10/2000 1:02:40 PM)Categories: Market Views, Sector Reports, Stock Picks

Email link to this Article

Bryan Piskorowski, Market Analyst, Prudential Securities

Market View

Earnings pre-announcements have cast a pall on buying. What we have is a buyers strike.

SEC disclosure rules contributed to an uptick in pre-announcements. Nasdaq leaders have been hit. If we get some positive announcements on how business is going, we could see some upside in the 4th quarter.

Sectors to Watch and Stock Picks

Technology: A tough area. Focus on companies involved in the Internet and cutting costs on the Internet -- companies like VERT, ARBA and CMRC. In semiconductors, seeing same kind of Internet buildout. Looking at PMCS.

Energy: Has a very interesting attraction. The group has very strong fundamentals, and demand remains strong. Two favorites are UDS and TX.

Financials: Consolidation will continue and will prop up scarcity value. FBF - A top tier company. Great management. MMC - Property and casualty cycle poised for a sustained upswing.

---------------------------------------------------------------


Ash Rajan, Prudential Securities

Author Jennifer
Report Source Ash Rajan
(Added 10/10/2000 7:50:38 PM)Categories: Stock Picks

Email link to this Article

Rajan believes the stock market needs positive news, including solid third quarter earnings,
to help turn itself around.

Rajan was a guest on Today`s Business.

Rajan continues that if we don`t see positive quarterly results, we may have to wait until at least the end of November to see a decent comeback in stock prices.

Following are his stock picks:


BEAS

Good revenue and earnings visibility
BEAS is a leader in its category
SEBL

SEBL dominates the customer-related software space
CMRC

B2B stocks are recovering, which should benefit CMRC
ALTR

In the semiconductor space
ALTR does not have direct exposure to wireless

-----------------------------------------------------

Drew Cupps, Strong Enterprise Fund, Taking Stock

Author j sommesi
Report Source Drew Cupps
(Added 10/11/2000 2:18:28 PM)Categories: Market Views, Sector Reports, Stock Picks

Email link to this Article

Drew Cupps, Strong Enterprise Fund, Taking Stock CRA CMRC THC INTC GBLX BEAS



Things in the healthcare services area are finally going well, which is why THC is one of his top picks. He also likes CRA and CMRC.

The most rapidly growing companies are still in technology, but their stock is not growing so rapidly anymore. Valuation is the problem.

Drew answered questions from callers regarding the following stocks:

INTC - It is a great company, but has come down a lot. The glory days are behind it. It is an OK idea, but he rates it as a hold.

GBLX - It is a great franchise and one of the best world-wide companies for bandwidth, where pricing has become an issue. It`s a hold, rather than a buy, until we discover applications for all the excess bandwidth.

BEAS - Its valuation is very extreme, but it has a strong position in the industry. It hasn`t come down too much from its high. It`s a hold.

------------------------------------------------------------------

Dennis McKechnie:

Believes the Internet is a better form of communications

At some point, it will be like electricity

Consumer Internet is somewhat tired, but B2B like CMRC and ARBA is just beginning right now

[81245]

12.10. 16:49
Ford, Sears, GM : B2B noch nicht sinnvoll
--------------------------------------------------------------------------------


Als General Motors, Ford und DaimlerChrysler im Februar diesen Jahres Pläne ankündigten, einen elektronischen Marktplatz gründen zu wollen, gab der Vorstand von General Motors bekannt, es würden dadurch Vorteile für jeden entstehen.

Tage später starteten Sears, Roebuck & Co. und Carrefour einen ähnlichen Marktplatz. Der Vorstand von Sears, Arthur Martinez, sprach von einer Revolution und erwog ein Spin-off des Marktplatzes. Oracle, der Technologie-Partner des Marktplatzes, erwartete, dass die Kosten um 15% sinken könnten.

Doch seien laut Analystenaussagen diese Unternehmen weit entfernt von dem Punkt, an dem die Marktplätze effizient genutzt werden könnten, die angepeilten Kosteneinsparungen seien erst in ein paar Jahren realistisch.

Sears´CEO Joseph Laughlin : Die Technologie ist nicht genau dass, was benötigt wird. Sears und die Partner betreiben den Marktplatz GlobalNetXchange.

GolbalNetXchange ist einer der wenigen Marktplätze, die schon für das Handeln online geöffnet sind. Bisher wurden $120 Mio. an Umsatz geneiriert. Der Online-Marktplatz der Automobil-Unternehmen hatte erst in der letzten Woche seine erste Transaktion erfolgreich durchgeführt. Analysten sehen einen schweren Weg, den die Betreiber zukünftig noch gehen müssen.

Ein Pressesprecher von Ford gab auf die Frage nach den Einsparungen bekannt : Man wisse bisher nicht, wie hoch diese Einsparungen und wie hoch der Nutzen dieser Online-Marktplätze tatsächlich sei. Dies würde erst abschätzbar sein, wenn es einmal tatsächlich soweit sei.

Laut einem Bericht der Gartner Group, den sie hier auf BörseGO in den Tech-News finden, werden sich bis Ende des Jahres 10 Marktplätze für jeden Industriezweig herausbilden. Diese Anzahl der Exchanges wird dann auf 3 Stück je Industriezweig konsolidieren.

© BörseGo.de

[81245]

12.10. 17:11
B2B : Ein Rückblick
--------------------------------------------------------------------------------


In den letzten Wochen war zu beobachten, dass die B2B-Aktien im Zentrum der Aufmerksamkeit der Analysten und der Anleger weltweit standen. Goldman Sachs veröffentlichte einen Bericht, der besagte, dass das weltweite Volumen im Jahr 2005 im B2B-Bereich $6.3 Billionen überschreiten wird. Getrieben von diesen Schätzungen stiegen B2B-Aktien stark.

B2B war im Frühling ein zentrales Thema. Oracle, Ford, DaimlerChrysler, Sears etc. gründeten elektronische Marktplätze. Einige Marktplätze erschienen so machtvoll, dass sich sogar die US-Regierung zur Kontrolle mit einschaltete.

Analysten vergleichen den darauf folgenden Run auf die B2B-Aktien mit dem B2C-Markt, der sich ähnlich entwickelte.

Aktuell gibt es mehrere Aussagen (siehe letzte News "Ford, Sears, GM : B2B noch nicht sinnvoll") von Unternehmen, dass diese Marktplätze noch nicht ihren vollen Nutzen erfüllen würden. Die Profitablität dieser Exchanges läge laut Analystenaussagen noch weit in der Zukunft.

Goldman Sach erwartet, dass B2B-Exchanges 2%-39% der Kosten in den 17 Haupt-Industriezweigen einsparen können.

Analysten empfehlen aktuell, sich auf diejenigen Unternehmen zu konzentrieren, welche bereits eine starke Präsenz im B2B-Markt ausgebaut haben. Diese können langfristig überleben.

Das Forbes Magazine nennt drei Richtlinien, mittels welche Anleger die Gewinner im Business to Business herausfiltern können :



Unternehmen, die leicht beförderbare und Substitutionsgüter vertreiben, z.B. Computer.

Unternehmen, die Güter handeln, die von der schnelleren Transaktion und Beförderung profitieren, z.B. Nahrungsmittel.

Unternehmen, welche sich auf Industriezweige konzentrieren, die zur Zeit noch ineffektiv arbeiten, und durch die Zentralisierung des Handels profitabler werden könnten

© BörseGo.de

[DimStar]

Leading B2Bs May Be Heading for Fall
http://www.cnbc.com/commentary/commentary_full_story_Stocks.…

[SteffenP]

Moin, moin @all

DimStar ist ganz offensichtlich ein Nachtarbeiter.

Ich nehme ihm die Arbeit ab, den Artikel hier reinzustellen!

Passt natürlich in das momentane Szenario - aber bei genauer Betrachtung wird C1 mit keinem einzigen Wort erwähnt!!??


Versteht es als allgemeine Aufforderung, die Risiken einer jeden Aktienanlage immer wieder neu zu überdenken.


Oct 12 2000 6:10PM ET More on One Step Ahead...
Leading B2Bs May Be Heading for Fall

By Hal Plotkin
Silicon Valley Correspondent


Maybe you think you can find refuge from the carnage of the Internet’s business-to-consumer, or B2C, debacle by scooping up some of the supposedly less-vulnerable leading "arms merchant" business-to-business, or B2B, stocks such as Ariba Inc. {ARBA}, BEA Systems Inc {BEAS} and i2 Technologies Inc. {ITWO}?
If so, you might be jumping from the frying pan right into the fire.

That is the message from at least two seasoned industry experts who see the possibility of a looming Pricelineization of the B2B sector.

To be sure, most knowledgeable observers still think that successful B2B Internet firms will eventually bring revolutionary improvements to basic business processes, such as supply-chain management and customer service.

The problem, though, is that at least some investors might lose their shirts waiting for it to happen.

The culprit: high valuations that don’t reflect the fact that many, if not all, B2B companies are still proving the value of their services while at the same time facing the need to figure out exactly how they will make money over the long run.

Sound familiar?

It turns out the jury is still out on whether the dogs will eat the dog food at prices that deliver healthy and sustainable profit margins.

"If you look at all the hype about B2B, you’d get the feeling we’re on the verge of a giant Woodstock of online trading between firms," says Carl Lenz, B2B analyst at the Gartner Group, based in Bridgeport, Conn. "But it’s not that simple. These business processes are very complex, very complicated, very strategic and often involve one-to-one relationships that have been created for a reason. There are going to be a tremendous amount of problems as B2B companies try to roll out solutions to so many different environments."

Lenz says that Ariba, Bea and i2 are among the companies that face an uncertain future. And he isn’t alone.

Late last month, Jefferies & Co. analyst Richard Williams, based in New York, spooked the sector with an ominously titled contrarian report, "The Web Channel: A Pothole on the Road to Paradise."

While the vast majority of financial analysts continue to have "buy" or "strong buy" ratings on most leading B2B stocks, Williams singled out three of the highest flyers, Ariba, i2, BEA and i2, saying that he thinks they could be heading for a nasty near-term fall.

"We are seeing a number of indications that the potential market for early adopters. . .is at risk of becoming temporarily saturated as large early adopters work with software vendors to build out the netmarkets dream into fully functional products," Williams wrote in his report.

All three stocks fell back on his warning, though both BEA and i2 quickly recovered as investors moved in to buy the stocks of both companies on the dip after other analysts rushed to remind investors that those two firms had posted profits for their most-recent quarters. Ariba, while not yet profitable, is also showing good traction with major customers, according to the many analysts who still like the stock.



Ariba Inc. 52-week stock chart



BEA Systems Inc. 52-week chart



i2 Technologies Inc. 52-week stock chart


"A year ago B2B was all a promise," says Eric Upin, an analyst at Robertson Stephens in San Francisco. "Today, the numbers speak for themselves. You look at the customers, you look at the balance sheet revenues, you look at the growth. These are real companies."

Shares of i2 got more support from Dain Rauscher Wessels on Tuesday after the company announced deals with Caterpillar Inc. {CAT} Kmart Corp. {KM} and Siemens AG {SMAWY} that it says together could account for as much as $140 million in revenue over the next two years. DRW analyst Kash Rangan reiterated his "strong buy, aggressive" rating on the stock, along with his $200 12-month price target on the news.

"Blockbuster deals with marquee customers underscore i2’s rising dominance in B2B and its entry into the Software Hall of Fame," Rangan wrote.

Not so fast, says Williams, who is sticking to his guns. "We’ve gotten some initial feedback after putting [the report] out from employees inside some of these firms that the premise seems to be very much on target," he says. "Things are not going as smoothly as many had hoped."

The biggest problem down the line, Lenz says, is the evaporating dream that B2B companies will be able to derive sizable chunks of their revenue going forward by charging transaction fees for commerce conducted using their software. Big companies are balking, he says, at the idea of cutting in their software providers as permanent commission-based business partners.

B2B companies have about as much chance of keeping commission revenue high, Lenz says, as the inventor of paper had of getting a commission on the total dollar volume found on every printed receipt.

"Over the long term, businesses are not going to be willing to pay by the drink," Lenz says. "They’re going to want to pay on a subscription basis, and that’s going to put pressure on the B2B vendors who will need to find ways to make up the difference by offering value-added services."

Those services could include addressing a wide range of business needs, such as logistics planning, insurance, targeted marketing and benefits administration.

It is unclear, however, how many B2B firms would have been funded if it were known from the outset that they would have to make their real money by competing with established vendors in already-established markets.

"There is a model for this in the way IBM moved from being a hardware firm to more of a services firm," Lenz says. "But making that happen is not going to be as simple as Billy Bud down the street buying a book from Amazon.com."

For what it is worth, Williams says he thinks at least some B2B firms will be able to find the secure revenue streams needed. But before that can happen, he says, the B2B firms will have to deliver real, tangible bottom-line competitive advantages to the early adopters with whom they now work.

It will be at least three to six months before the leading vendors will be able to prove that case, Williams says. If and when that happens, he says that another big surge of new B2B customers will quickly race to deploy similar systems to stay competitive.

The unanswered question, however, is exactly which solutions will work and for what types of customers?

"We may be early with our warning," Williams says. "But investors need to be made aware of the significant risk to pricey stocks that a slowdown represents."

A similar pattern of events, he reminds investors, brought down the stocks of major Enterprise Resource Planning players back in 1998.

Even Upin, who tags Ariba and i2 as his two top B2B stock picks at the moment, concedes the point -- at least partially.

"If you look back at B2C, maybe a hundred of them went public, and in the end a few winners such as Yahoo! {YHOO} and AOL {AOL} emerged," Upin says. "What we’re really saying is that we recognize that these are very pricey stocks, they’re volatile, and investors should be careful not to overweight them. But if you take the longer view and say ‘two to five years from now who looks like Yahoo! or AOL in the B2B sector?’, these could be the giants in this space."

Williams says that might be the case. But he cautions investors against buying any of them at their current prices. "I’d wait until we see them come down 30% to 50% from the highs they hit last month," he says. "When everyone hates them, that would be the best time to buy these stocks."


Mal von seinen 30% bis 50% ausgehend würde das bei C1 $84 - 30% = $58 bedeuten bzw. $84 - 50% = $42

Nun die $58 haben wir schon durchbrochen, aktuell $55 nachbörslich bleiben noch $13 oder ca. 25% nach unten offen.

Rein mathematisch.

Gruß Steffen und für C1 stehe ich zu meinem very strong buy!

[RolfBraun]

Moin Steffen,

na, dann haben wir ja wieder prima Einstiegskurse.
Wenn Clinton den Nahost-Konflikt vor der Wahl noch glattbügelt und CMRC mit guten Zahlen überzeugen kann, wird B2B DER Renner nächstes Jahr.

Der Markt übertreibt jetzt irrational (Nahost) es gibt immer mehr Pessimisten, aber es kommt IMMER anders als die Masse glaubt!

Ich bleibe dabei!

-Rolf-

[Azerim]

Hi dimstar, steffen & all,

Bin zurück aus dem urlaub und glaube meinen augen kaum!!
Habe glücklicherweise meine wenn auch kleine trading-position in c1 noch am mo. 2.9. realisiert.
@dimstar,steffen,hbraun
Erinnert ihr euch an unserer gespräch hier im thread anfang letzte woche?
Interessanterweise fiel der gesamte b2b sector ab dem nächsten tag aufgrund von analystenaussagen zu ganz ähnlichen problemen welche auf den b2b-markt noch zukommen könnten.
Passend ist auch, daß in der nachricht "By Hal Plotkin" (dank an dimstar resp. steffenP) von einer "looming Pricelineization of the B2B sector" die rede ist - meine worte...
Zitat:
The biggest problem down the line, Lenz says, is the evaporating dream that B2B companies will be able to derive sizable chunks of their revenue going forward by charging transaction fees for commerce conducted using their software. Big companies are balking, he says, at the idea of cutting in their software providers as permanent commission-based business partners.

Darum nochmals an alle langfristigen: entscheidend wird m.M. nach sein wer den besten service, das beste environment rund um seine b2b-plattformen baut. Die megakonzerne sind keine kids im internet-hype sondern suchen knallhart nur nach möglichkeiten zur kostensenkung und können sich keinerlei fehler erlauben. Das bedeutet, daß ein b2b-modell welches sich auf den einfachen handel und das kassieren von gebühren dafür (auf welchem weg auch immer) beschränkt natürlich keine chance hat, da dieser handel, sozusagenoffline, ja bereits existiert und gut funktioniert. Ich denke, daß die konzerne da eine risiko/nutzen rechnung aufstellen und man darf nicht vergessen, daß eine technologische handelsplattform wie z.B. Convisit obwohl sie sicherlich einen hohen nutzen verspricht natürlich auch ein risiko darstellt, da ein kleiner fehler z.B. in der supply chain ausserordentlich kostenintensive folgen haben könnte. Damit will ich sagen, daß m.E. nach zu einem wirklich guten b2b-modell eine ausgereifte service-strategie gehört die alles erdenkliche rund um den handel an sich bietet, das beginnt bei höchsten sicherheitsstandarts und hört bei aktivem supply-managment noch lange nicht auf...
Ich denke, daß Mark Hoffmann & das c1 management dies alles erkannt haben und hoffe, daß es mal konkrete nachrichten und fakten zur "service strategie" von c1 gibt.
Vielleicht bin ich ja nur schlecht informiert und jemand weiß mehr über die ganze service geschichte als Hoffmann in dem interview gesagt hat. Interessant wäre auch, was ariba, i2, broadvision usw. in dieser richtung tun oder zu tun gedenken.
Freue mich immer über antworten...

grüße azerim

[SteffenP]

"Fakten und Gerüchte"

Friday October 13, 1:16 pm Eastern Time
Press Release
Diana Jacobs Joins Commerce One as Senior Vice President and Chief Administrative Officer
PLEASANTON, Calif.--(BUSINESS WIRE)--Oct. 13, 2000--Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, today announced that Diana Jacobs has joined the company as senior vice president and chief administrative officer.

Jacobs will help drive Commerce One`s large-scale global growth and market leadership. Jacobs is responsible for overseeing the People Department, Facilities and Procurement.

Jacobs brings to Commerce One 16 years of senior level human resources experience ranging from strategic HR planning, organizational design and development, and change management to staffing and employee relations. Jacobs also brings invaluable experience directing human resources for rapidly growing businesses including Williams-Sonoma, Inc., a $2 billion retailer with more than 20,000 employees, and Charles Schwab and Co., Inc., serving 7.3 million active accounts with 24,000 employees.

``We believe that Diana Jacobs` expertise in managing key aspects of fast-growing companies experiencing rapid growth along with her vast HR expertise, will be of tremendous value to Commerce One,`` said Robert Kimmitt, president of Commerce One. ``I am delighted to welcome Diana and look forward to working with her as we continue to extend our lead in global business-to-business e-commerce.``

``Commerce One`s rate of growth presents exciting opportunities,`` said Jacobs. ``I look forward to working with the company on strategies to recruit and retain the top talent that we need to continue to offer Commerce One`s customers the most innovative business e-commerce solutions and drive the world`s business commerce onto the Web. Our talented employees differentiate us from the competition, so it`s critical for us to build Commerce One as a great place to work.``

About Commerce One

Commerce One (Nasdaq:CMRC - news) is the leader in global e-commerce solutions for business. Through its products and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and industries to more efficiently conduct collaborative business on the Internet. Commerce One is located in Pleasanton, Calif., and can be reached by phone at 800/308-3838 or 925/520-6000 or via the Internet at www.commerceone.com.

Note to Editors: Commerce One, Many Markets. One Source. Global Trading Web, BuySite, MarketSite, Global Trading Platform, Common Business Library, XML Development Kit, XML Commerce Connector, MarketSite Builder, and SupplyOrder are either trademarks or registered trademarks of Commerce One, Inc. Enterprise Buyer and MarketSet are trademarks of Commerce One, Inc. and SAPMarkets, Inc. All other company, product, and brand names are trademarks of their respective owners.

[SteffenP]

October 13, 2000
In This Week`s B2B Analyst:
I. INDEX - U.S. Bancorp Piper Jaffray B2BEC Index
II. Market Insight - The Evolving Landscape
III. B2K
IV. Weekly News
V. Filings & Pricings
VI. Appendix - Bios



--------------------------------------------------------------------------------

I. INDEX - U.S. Bancorp Piper Jaffray B2BEC Index
Close: 115.41
Past week: -9.95 (-7.9%)
Past month: -34.53 (-23.0%)
Since inception (7/1/99): +15.41 (+15.4%)

The Index suffered another loss this week, falling 8%. Although BroadVision (#) was up an impressive 14%, the rest of the Index took a beating, including SciQuest.com (#), Ventro (#), and webMethods, which were down 36%, 35%, and 26%, respectively. With the broader indices down as well, it may be difficult to breathe new life into this market. However, we do expect strong earnings from the likes of Commerce One (#@) and Ariba when they report next week.


II. MARKET INSIGHT - The Evolving Landscape

It has become clear in the last several months that all of the nation`s, if not the world`s, leading corporations are pursuing an e-commerce strategy, B2B and/or B2C, with genuine vigor.

In response to the demand that has been created by these corporate initiatives, e-commerce companies have positioned themselves in one of two ways, either trying to become the leader in a particular, focused segment of the market, or else looking to play across the entire e-commerce landscape. The rise of firms operating within a particular area has resulted in a segmentation of the market, with the generic B2B bucket giving way to specific subsegments such as SCM (supply-chain management), EAI (enterprise application integration), MRO procurement, strategic sourcing, content management, dynamic pricing, etc. Yet on the flip side, as some e-commerce companies have attempted to "go broad," we have seen the lines between many subsegments become blurred, with some companies looking to position themselves as the firm that can deliver the entire range of products.

These trends have again drawn attention to the question of what type of offering is more desirable, a best-of-breed solution, or a broad, integrated solution? In implementing an e-commerce strategy, corporations are looking to leverage the benefits of the Internet across their entire business, from customer service to collaborative demand forecasting to procurement and beyond. It would make sense that companies would prefer to have a solution that serves all of these needs, and is completely integrated. However, as history has shown, it is extremely difficult to offer the best solution across the board, especially in an emerging market like the e-commerce world in which even point solutions have not yet reached maturity.

Recognizing this difficulty, some e-commerce companies have recently sought to offer this type of broad product coverage through partnerships. For example, Commerce One has moved beyond its focus on indirect procurement and marketplace enablement by partnering with SAP in order to establish a presence within direct procurement and the supply chain. Ariba has made similar moves by acquiring SupplierMarket.com and partnering with i2 Technologies (#) and IBM. BroadVision has also moved beyond its B2C-enabling roots and become a contender on the B2B side. For example BroadVision helped e-STEEL build its marketplace and private trading room functionality, as well as recently announced a joint development partnership with i2.

Clearly, the e-commerce companies mentioned above are of the opinion that to be successful in this market, it is crucial to have broad solution, either internally or through partnerships, and to be able to serve more of their clients` needs. When the ERP market started to mature, companies were moving more and more to single-source solutions. So does this mean that broad players or partnerships that cover the landscape will win out? Yes, and no. While there is much to be said in favor of the broad strategy, it is also true that specific needs, be they function or industry-specific, often demand targeted solutions. In an emerging market, targeted point solutions offer the robust functionality that a company needs. We believe that best-of-breed is definitely back in vogue. However, the abundance of partnerships and the ability to integrate various products makes it easier for companies to offer an entire suite of solutions, even though many of the products will come from different vendors. We believe there is a place for best-of-breed, but it makes great sense for those vendors to partner with complementary solutions and offer a broader package.

The real question to ask is who will own the customer relationship? Will it be the big platform providers such as Ariba and Commerce One, the supply-chain players like i2, the CRM players like Siebel (#), the ERP players, or even the integrators themselves? For it will be the company that controls the customer relationship that gets to call the shots, and ultimately extract a greater percentage of the created value.


III. B2K - Bye Bye Supply Chain; Hello Planet; Meet The New i2

Thousands of customers, consultants, and vendors subsumed San Diego this week to pay homage to i2 Technologies at its Planet Customer conference "Where eBusiness becomes your business." Reaching out to members of supply chains everywhere, this conference served as more of an industry event than a company event because of i2`s clear leadership. i2 did not disappoint its believers as it released a flurry of product, partner, and customer announcements that challenged even the most incredulous observer not to be impressed. Leveraging its Aspect Development acquisition and its IBM/Ariba alliance, i2 now has solutions to cover a much broader e-business spectrum from design, sourcing, content management, procurement, supply/demand planning and scheduling, and order management just to name a few. We believe that the Company is at a true inflection point as it migrates from best-of-class supply-chain vendor to the new leader in enterprise e-business solutions with an every expanding suite of solutions. The following highlights from the conference provide a glimpse at what we mean.

Three mega deals demonstrate leadership and momentum. i2 announced major customer/partnership agreements with Siemens AG, Kmart (#), and Caterpillar during Planet. These deals came from i2`s recently created "New Economy" Program in which i2 selectively partners with large "old" economy companies and provides a higher level of involvement and commitment to bring that customer into the "new" economy. While terms of the deals were not disclosed, we believe that all are well into the tens of millions of dollars. As for contract terms, these deals are generally a mix of term and perpetual license and run over a period of up to three years.

Strength of i2/IBM/Ariba Troika reaffirmed. Senior executives from i2, IBM, and Ariba discussed the current status of their Alliance citing the October 12 announcement of the expanded reseller agreement as evidence of the health of the relationship. With 25 marketplace deals (11 public and 14 private) signed through the partnership to date and only one lost public marketplace deal, they assured the analyst community that the union was strong. Specific issues were addressed including the "partnership" with i2 announced by Ariba competitor RightWorks on Monday. i2 was unequivocal in its statement that RightWorks was nothing more than a regular participant to TradeMatrix, that there was no "strategic" agreement between them, and that a restated press release would be forthcoming from RightWorks.

Sales force momentum. The Company had previously indicated intentions to expand its sales force at a rate of 100 reps per quarter, but on October 12 indicated that it is expanding now at a rate of 125 reps per quarter and is considering further accelerating this growth (the Company finished Q2 with 490 total reps). We believe that this growth is coming at the expense of the decline in ERP sales and further illustrates the strong level of demand for ebusiness solutions.

New product announcements. The Company announced version 5 of its TradeMatrix platform, which is highlighted by the capability to power multienterprise order management. This new feature refers to the ability to managing at a planning and executional level the commerce transactions across multiple enterprises or divisions in a corporation. For example, Siemens AG has more than 320 separate implementations of SAP but does not have a global, corporate wide view of these disparate implementations. By using i2`s TradeMatrix solution suite, Siemens will be able to achieve a multienterprise view of the organization. Although a win or two does tell a full story, we will watch for continued traction from this feature to determine if i2 has indeed created the ERP killer. Since around 50% of its customers use SAP, this multienterprise capability could significantly improve i2`s profile and market share of not just supply chain, but of e-business application sales. This order management capability is also part of what can be considered i2`s second-generation customer relationship management (CRM) functionality that handles all of the back end relations around order fulfillment, tracking, and issues like reverse logistics. We believe this is a complement to, not replacement of, CRM vendors like Siebel.

In conclusion, pay particular attention to this last topic of multienterprise order management. We believe that this ability to manage commerce transactions across multiple parts of an organization, across multiple parties and levels of a supply chain is what has the potential to truly drive i2 from best-of-breed to a broader-level enterprise solutions provider. With the increasing loss of ERP momentum, i2 is poised to lead a new generation of enterprise suites as the shift of system integrator talent to i2`s camp would attest. Stay tuned, for we too, you too, and others too may some day all i2.


IV. WEEKLY NEWS


VerticalNet, Inc. (#), W.R. Grace & Co., and Aspen Technology announced the formation of e-Catalysts, Inc., a new online B2B exchange for the catalysts industry.
BroadVision Inc. and webMethods Inc. announced a strategic partnership to provide real-time integration of BroadVision applications with the enterprise systems of suppliers, customers and trading partners.
Blue Martini Software (#@) announced a strategic alliance with Seagate Software that integrates Seagate`s reporting technologies with Blue Martini`s Customer Interaction System to provide customers with enterprise reporting and analysis capabilities.
FreeMarkets, Inc. (#) signed an agreement with FMC Corporation that will provide FMC access to the FreeMarkets B2B eMarketplace, which FMC will use as a platform to purchase goods and services for its operations worldwide. FMC is a leading producer of chemicals and machinery for industry and agriculture. In other news, FreeMarkets, Inc. and RightWorks Corporation announced an alliance to deliver sourcing and catalog solutions for direct and indirect materials.

[barti]

kleiner artikel aus dem ragingbull



CNNFN 10/13/00 - 3:50 PM... are doing 50- to 100 million in revenues or greater 150 million revenues in 200 going to a half a billion next year, it`s no longer concept it`s booked revenues, real revenues and in a lot of cases talking about recurring revenues. Bill: When you look at commerce one or ariba whichever once you are evaluating are you looking at companies that get transaction revenue or fee-based revenue. That`s what i`m curious on. >> The transactional revenues for the big -- the companies that are addressing the large markets those as commerce one that are going after the big exchanges, the automobile industry, those are the big transaction revenues that you looking at. Selling the product to the exchange. Some of the other companies are getting very interesting recurring revenue streams that`s what we`re looking for that`s not so easy to find, where you find it and where they are succeeding you have what they weep to be a long-term winner. >> Akamai is on the list, akamai technologies, there is a company that had just,...

[DimStar]

@Steffen P
ich arbeite tagsüber und habe daher nur meist nachts Zeit

@Azerim
Ich glaube du siehst die Dinge richtig. Die Funktionalitätsbreite einer e-procurement-software ala Ariba oder C1 ist gering, sorgt allerdings lt. dutzenden von Analysen für die größten Kosteneinsparungen. Ich habe mir vor ein paar Wochen auch die supply-chain-management-angebote von SAP angesehen und dies war schon wesentlich verbessert gegenüber dem was noch Ende letzten Jahres erhältlich war. ich glaube, sie können darin mittlerweile tlw. mit i2 mithalten, wenn auch sicher nicht in der ganzen breite. viele viele andere komplementärlösungen, die unternehmen für ihre e-biz-strategie nutzen können werden m.E. auch durch ASP angeboten werden. all diese plattformen könnten letzten Endes Sammelbecken von ASP-Lösungen sein. dafür hat C1 ein affiliates-programm gestartet, an dem bislang 40 Anbieter auf http://www.commerceone.net/, dem kalifornischen C1-Marktplatz, teilnehmen wollen. Dies ist ein Verfahren, mit dem auch Ariba bislang sehr hohe Einnahmen erzielen konnte (Sicheres Payment über VeriSign, Logistiklösungen mit Descartes usw.). Viel wichtiger war es für C1 jedoch zunächst einmal die Marktanteile zu gewinnen, für die Enticklung oder Einbringung zusätzlicher Services ist noch lange Zeit bzw. solche Dienste können / werden noch gar nicht beansprucht, weil viele Firmen in ihrer e-biz-strategie zunächst die grundlegendsten Aufgaben erfüllen müssen.


Arikel zu Exostar aus der RH-August-Ausgabe:
http://www.redherring.com/mag/issue81/mag-roundtable-81.html

[DimStar]

whoa !
Salomon Smith Barney erwartet einen Q3-Umsatz von 100 Mio $. Das ist angesichts der stets konservativen US-Analystenschätzungen eine Menge Holz und enthält nicht mal die Appnet-Umsätze, die warscheinlich an die 10 Mio $ betragen werden. Eine brisante Analyse würde ich sagen. Sie projizieren den C1-Revenue-Share an den Exchanges auf 10 Mio $ in Q3 und langfristig mit 12 %. Dabei sollten in erster Linie die Regionalportale (Endesa, BT, Toronto-Dominion) die Treiber sein. Von den Mega-Exchanges erwarten sie wesentlich geringere Einnahmen wg. den unklaren Perspektiven und der Annahme, daß der Revenue Share prozentual für C1 geringer sein könnte.

http://www.smithbarneyresearch.com/main/index.asp?Action=DoL…
(Registrierung erforderlich)

[RolfBraun]

Hi DimStar,

gute Arbeit, Mann!!!

Wenn ich das einmal überschlage, komme ich auf ca. -0,08 Cent per share.

War es DAS was Hoffmann mit "fasten your Seatbelts" meinte?
hehehe...

Um keine Kurspostings hier ´reinzumüllen, mache ich jetzt einen neuen Thread auf.

-Rolf-

[SteffenP]

Moin, moin @all


http://multex.multexinvestor.com/login.asp?docid=4810565&go=…

EQUITY RESEARCH
COMPUTER SOFTWARE
OCTOBER 4, 2000
ARBA, CMRC, ITWO, ORCL: SYNTHESIZING RECENT EVENTS IN THE B2B
SEGMENT
Subject: Computer Software
OPINION
Current: STRONG BUY
Analyst: Douglas J. Crook [phone] Risk: HIGH
Yesterday saw continued aggressive selling amidst high volume throughout the
group. The decline could be market related, caused by fundamentals, or a
combination of both.
There doesn’t appear to be any specific fundamental cause, however possibly an
accumulation of independent data – both positive and negative. Our sense is
that fundamental demand remains very high, but the specter of competition is
finally setting in and the prospect of actually capturing stock multiple-supporting
transaction fee revenue may be further in doubt. As a result, we
believe the long-term theme remains very strong, however the near-term
investing environment in the B2B segment remains fluid and rapidly changing.
On the positive side, AMR Research, at their Fall Executive Forum, disclosed
research results from a proprietary survey of 900 companies indicating further
expected increases in IT spending in CY’00 and CY’01, expected to be up
approximately 5% both years. Very positively, e-commerce applications seem to
be getting approximately 23% budget allocation. AMR estimates approximately
18% of companies have deployed e-commerce applications (both B2B and B2C) and
another approximate 35% are either evaluating or in the process of
implementing applications. We interpret this data as meaning demand is high
and market penetration is low.
Similarly, supply chain is estimated to be getting approximately 11% budget
allocation, with 30% deployed and another 30% either evaluating or
implementing. We interpret this data to indicate that supply chain is further
along in market penetration, but demand remains very high and still has a long
way to go.
Specifically with regard to trade exchanges, one very respected speaker was
Max Hopper, widely acknowledged as the father of the first trade exchange, the
Sabre on-line reservation system completed over a decade ago. His
observations, and those of a follow-on speaker, were very positive in terms of
the business advantage that can be gained if and when an exchange is fully
operational, however was cautious about how long it takes to get them up and
running. His comments corroborated with a talk we heard at Commerce One’s
recent user meeting, which discussed the experience of General Motor’s Trade
Exchange. GM Trade Exchange is generating 3% to 30% savings due to price
reductions with benefits of speed of procurement and market-based pricing.
GM’s Trade Exchange has been slower than expected, however, in allowing the
company to procure complex products, such as engineered products and
subassemblies.
Offsetting the bullish tone from the AMR Research event, and also yesterday’s
bullish Oracle analyst meeting – where Oracle management reiterated their
bullish tone and confidence in the pipeline – were various sources and
references to diminishing ability to garner transaction fees. This is
important because, as we have written in the past, we believe these stocks may
be valued as software stocks, i.e. multiples of earnings, not multiple of
revenues, if the expectation for long-term royalties cannot be met.
Specifically:
-a follow-up speaker to Max Hopper, a research analyst studying the Sabre
experience, explicitly stated “…the transaction revenue model is what
eventually caused the revolt by the other airlines.”
-we confirmed in private discussions that the World Wide Retail Exchange
(an Ariba/IBM/i2-backed consortium) does not call for transaction pricing or
royalty-based revenue sharing
-discussions with a member of the Commerce One-backed aerospace exchange
who questioned the potential added value sufficient to generate transaction
revenues on low-volume complex engineered parts
-Oracle management, at yesterday’s analyst meeting, very candidly said
transaction fees are dropping dramatically, and furthermore implied this was
an issue with Ariba/i2/IBM’s loss of a healthcare exchange (we spoke yesterday
to i2 management, who disputed this, stating it was a decision to instead
deploy recently acquired dot.com technology)
The one thing we do know for certain regarding transaction fees is that a lot
of conflicting opinions are being presented. For example, Commerce One (as of
two weeks ago) is still expressing confidence in their long-term revenue
model, which includes a substantial portion from royalties.
Regardless of these conflicting opinions, we expect very strong earnings
reports when Ariba, Commerce One and i2 disclose their September quarters.
Furthermore, we also expect near-term positive announcements regarding
Covisint and finalized mega-exchange contracts with Commerce One. All these
events, we believe, should be strong evidence of fundamental demand.
As the issue of future ability to garner transaction-based royalties becomes
better understood, however, we expect continued volatility in these high-beta
stocks. We would rank the exposure, from minimum to maximum, as follows:
Symbol Rating Target
least: Oracle ORCL $69 ½, 19x CY’00 rev, Strong Buy, $105
i2 Technology ITWO $152, 29x CY’00 rev, Accumulate, $200
Ariba ARBA $112 ½, 70x CY’00 rev, Strong Buy, $210
most: Commerce One CMRC $58 7/8, 33x CY’00 rev, Strong Buy/SBI $90
As we stated in an earlier research note, we believe these stocks will seek a
level that balances the strong franchises and rapid growth, but normalizes the
multiple as future transaction fee revenue potential becomes better
understood. We maintain our current ratings, and for the time being price
targets, given our expectation for strong earnings reports. However, given
this most recent sequence of events, we would recommend the more risk-averse
investor to focus on Oracle and the more risk-tolerant investor to focus on
Commerce One, where we continue to expect a series of positive near-term
announcements.
*Ariba is a pioneer of e-Procurement software that automates the procurement
process from requisition to approval to payment. The company is also
positioning itself as an early leader in the virtual trading community market
space.
*Commerce One provides Internet-based e-commerce software, which is being used
to create a global trading community.
*i2 Technologies is a leader in the market for supply chain management
software and is now repositioning to compete in the B-2-B e-commerce segment.
*Oracle Corp., based in Redwood City, California, is a broad-based provider of
information technology solutions. The company is aggressively transitioning
its database, applications, and tools businesses to an Internet-based
architecture.
Prudential Securities Incorporated (or one of its affiliates) or their
officers, directors, analysts, or employees may have positions in securities
or commodities referred to herein, and may, as principal or agent, buy and
sell such securities or commodities.
Prudential Securities Incorporated makes a primary over-the-counter market in
the shares of Ariba Corporation, Commerce One, i2 Technologies and Oracle.


Also werden gute Zahlen erwartet, das Risiko bleibt weiterhin hoch und Mark Hoffman hat eine Menge Arbeit vor sich.

Und ich ein schönes Wochenende!

Gruß Steffen

[Eboerse]

Dim Star
Das man sich nur als US Bürger registrieren kann bekomme ich bestimmt noch hin,aber wo bekomme ich diesen Zip Code/Zip Code+4 her?
Gruß
eboerse

[DimStar]

EBoerse,

mail mich unter [e-mail] an. ich schicks dir.

[Ottoeugen]

@e-boerse

Hallo e-boerse, wie kommst du darauf dass man sich nur als US-Bürger
bei smithbarney registrieren lassen kann. Ich habe mich nämlich gerade eben registrieren lassen, ohne probleme. Bei zip-code mußt du
deine Postleitzahl eingeben. Versuchs noch mal!

gruß ottoeugen

[Eboerse]

Hier ist eine interessante Nasdaq Analyse und Idee:
---------------
YES, the bottom is in...

-The primary trend is still up and therefore we should be looking/expecting a bottom
-The middle to late October is exactly where we would expect a bottom, as history has shown
-Sentiment (as measured by the VIX index and CBOE Put/Call ratios) spiked recently. Whether they reached significant enough levels or not remains to be seen, but the recent action in these indicators has for me reached an acceptable (NOTE: not entirely convincing) level for a bottom.

Given this bias and expectation, let`s look to see if price itself has given a signal. For the past couple of weeks I have believed that one of the major things holding the market back was the inability of INTC to find a bottom. Here you have perhaps the most loved tech stock of the day lose over 20% overnight and instead of people jumping in to pick up a great bargain, the stock continued to make lows. I believe an important low has been made for INTC in the form of a Japanese candlestick tweezer bottom (chart attached). This particular tweezer (named as the bottom prices are equal) bottom is also of an interesting variety as the second candle making up the tweezer is a long legged doji (a candle indicative of a turn in trend). Friday`s long bullish candle would be seen as confirmation of this pattern. Volume characteristics with heavy wash out volume on Wednesday and then strong volume on Friday`s rise is also confirming.

The second important stock is CSCO. The WORLD was watching CSCO at $50 in May. The reason CSCO is so important to the continuation of this tech bull market is that many believe the internet revolution is the backbone. The company controls more than three-quarters of the global market for products that link networks and power the Internet, including routers and switches. CSCO is a blue chip tech stock yet its valuation has a P/E of around 150. The point is that a major break down would call into question the valuations and over optimism of tech stocks, and how can you value other second tier tech stocks at such high P/Es if you can`t do it to a "legitimate" name.

SO GOES CSCO SO GOES THE NASDAQ. The correlation between CSCO and the NASDAQ is UNCANNY. One would have trouble differing the two charts were they not labeled. I believe it was Ralph Bloc who pointed out during the May 24 low on the NASDAQ that he thought the market was going to hold "right here". His reasoning, live at the time, was that the market was making new lows while CSCO was rallying off of its $50 low. Sure enough this divergence led to the bottom. I believe an important divergence was once again made last Wednesday. CSCO gapped lower and rallied the rest of the day not seeing that low again, while NASDAQ went on to make a lower low on Friday. Incidentally, this gap down on the open and then rally from there is a sign of a bottom as it shows capitulation. Amateurs determine the opening, professionals decide the close. So, to recap...CSCO made a healthy divergence from NASDAQ while testing its May low, barely closing below $50, and made a 12% bounce off that support.

Now for analysis of price action of the NASDAQ itself. The market has been in a relentless downtrend for roughly six weeks wiping out nearly exactly one third of the index with barely a counter-rally throughout. The intraday low in May was 3042. The low on Friday was 3054 from which it opened and rallied from (see comment above about gapping down on open only to rally from there). Clearly the previous May low is an expected area of support, and a 242 point (7.87%!) gain sends a strong signal that the low has been SUCCESSFULLY TESTED - to say BOUNCE off of support seems an understatement. Other signals include the Bullish Engulfing candlestick given by the index, the tall white candle it formed, and the fact that it closed at its highs.

NO, The downtrend will resume and/or this will be a temporary bear rally...

Perhaps it`s my internal bias, but I have a harder time finding arguments for the Bears. The points that do make me worry, however, are the following...

-Friday was a huge short squeeze that will result in only a temporary relief rally before further selling
-The buying was heavily concentrated on big cap stocks. I would expect this to be positive, as big cap stocks lead the way out of a decline, however, I worry it may have been largely a factor of buy programs (see comment below).
-The 200 day moving average on many (more like most) tech stocks has turned down. It`s ok if the stock breaks it temporarily during a selloff but when the 200 day average itself turns down it is a much bigger problem - because of its longer term nature the changing direction of the 200 day hardly gives whipsaw signals This average represents the primary trend, the proverbial ocean tanker that takes a long time to turn around. One way to interpret this is that the market is narrowing out, and any new high would be formed by the big caps before finally throwing in the towel.
-The NASDAQ chart looks like it will grow to the moon. We cannot continue to rise as we have. Is it possible that the index can just go sideways for a couple of years and digest those gains? Maybe, but whenever you get a parabolic rise like the NASDAQ has experienced you must expect a sharp and painful decline.

Clearly, the rise in the market cap weighted NASDAQ was thanks to the big cap stocks like CSCO +12.5%, INTC +8.75%, ORCL +13%, SUNW +13%, JDSU +9%, QCOM +8.6%. These six heavyweights make up more than 25% of the NASDAQ 100. This is important if you worry that the rise on Friday was in large part a product of buy programs kicking in as Futures traders short NASDAQ 100 contracts scrambled to cover. What would have happened is that futures traders bid up the contract so fast in order to cover that the cash index lagged behind. Computer "buy programs" kick in, selling the futures contract and buying the cash index, arbitraging the difference. Since you cannot buy the cash index, the way it is done is to buy enough of the stocks that replicate the cash NASDAQ 100 index. You can see then how these big six would be the beneficiaries of large computer buy programs. I know of no way to determine if this was in fact the case, it is only a theory. The fact that MSFT did not take part in the rally (down 1% and the second largest cap in the index) makes me wonder. For the bulls case, it is not unusual, perhaps even expected, that the big caps will lead the way out of a correction.


As for the answer to where we go, I don`t know. After all, I`m only a technician...a TREND FOLLOWER.

Jeff Gruber

Gruß
eboerse

[Azerim]

Hallo
Ist zwar schon ein paar tage alt, aber glaub ich noch nicht gepostet:

12.10.2000
Commerce One Kursziel 160 US-$
Internet Report


Nach Ansicht der Analysten des Internet Report ist die Aktie von Commerce One (WKN 924107) durch recht abenteuerliche Kursziele über die Marke von 80 US-$ katapultiert worden.

Die zumeist sehr positiven Kommentare seien durch eine Vielzahl von positiven Nachrichten aus dem Unternehmen gestützt worden. So habe das Duo Commerce One/SAP mittlerweile fünf große Aufträge für große Handelsplattformen für sich verbuchen können. Dennoch sei auch Commerce One von der jüngsten Kursschwäche der Technologieaktien nicht verschont worden.

So habe die Aktie die gesamten Gewinne der letzten vier Wochen wieder abgeben müssen, nachdem das Analystenhaus Jeffries eine Herabstufung des gesamten B2B-Sektors aufgrund einer Abschwächung der Wachstumsraten vorgenommen habe. Die Experten des Internet Report würden aber zu bedenken geben, dass die überwiegende Mehrheit der Analysten diese Einschätzung nicht nachvollziehen könnte.

Bei Commerce One dürften die Quartalszahlen, die am 19.10.2000 nach Börsenschluß veröffentlicht werden, Aufschluß geben. Erwartet werde ein Verlust von 12 US-Cent je Aktie. Trotz des schlechten Marktumfeldes sehen die Analysten des Internet Reports aber bei Commerce One aufgrund des immensen Umsatzwachstums (Q4 99: 16,9 Mio. US-$; Q1 00: 35,0 Mio. US-$; Q2 00: 62,7 Mio. US-$) auf Sicht von 12 Monaten wieder Kurse im Bereich von 160 US-$.


Grüße
Azerim

[Forsyth]

schaut mal, was siemens alleine durch seine vernetzung einsparen möchte.
aber leset selber;-)

Die Siemens AG (WKN: 723610) will, ihrem Vorstandsvorsitzender Heinrich
von Pierer zufolge, rund 10 Mrd. DM durch den
Ausbau des Internets einsparen. Auf mittlere Sicht will der
Hochtechnologiekonzern im Bereich des Einkaufs zwei, und beim Verkauf
acht Milliarden Mark einsparen. Um dieses Ziel zu erreichen
sind für die kommenden 18 Monate Investitionen in Höhe
von zwei Mrd. DM in den Ausbau der Vernetzung
des Unternehmens geplant. Damit eröffne das Unternehmen, die „größte
elektronische Baustelle der Welt“, so von Pierer.


gruß Forsyth

[4604]

@Forsyth

Dem ist nichts mehr hinzu zu fügen,ausser das hier gerade ein MEGA Markt am entstehen ist.
Commerce one als führendes B2B Unternehmen wird hier sicherlich gewichtig mitspielen.

Mann bin ich bullish

[Azerim]

Moin,
hier eine interessante zukunftsvision über die aussichten von tech und e-commerce bei der verschmelzung von old und new economy zur "perfect economy":


Monday October 16 7:48 PM ET
Conditions `Perfect` for Greater Tech Spending-Report

By Eric Auchard

NEW YORK (Reuters) - Conditions have never been better for stepped-up corporate spending on new technology, despite a bear market in computer stocks and a spate of recent dotcom blow-ups, a top market research firm said on Monday.

Gartner Group Inc. (NYSE:IT - news), the world`s largest technology consulting group, said a confluence of positive economic, social and technological trends have created the possibilities for what it calls ``The Perfect Economy`` in a new report.

Ken McGee, Gartner`s vice president of research, said new corporate technology spending has become a major source of revenue-generating business instead of simply a means of reining in costs in ``back-office`` record-keeping functions.

But while most economists have accepted technology-driven productivity as driving recent global economic growth, the Gartner report runs counter to Wall Street fears that the rate of technology investment may be slowing in the near-future.

``We have perfect conditions for technology breakthroughs, the only variable is the guts and conviction of business leaders in the wake of dotcom hysteria,`` McGee said in an interview.

Gartner Group`s outlook is used by many of the world`s largest technology vendors and business customers to formulate capital spending plans over the next several years.

Gartner estimates that more than $1 trillion will be spent on new computers, networks and information technology services in 2000 in North America, part of $25 trillion in total goods and services that will change hands in the business economy.

The Stamford, Conn.-based market research firm, which advises 11,000 corporate clients on technology strategy, said uniquely favorable conditions have set the stage for an acceleration of spending on new networked business technology.

The report was released at the opening day of Gartner`s annual technology symposium in Orlando, Florida, where 7,500 corporate executives and technology buyers have gathered to hear forecasts of the latest business technology trends.

A virtuous economic environment and the efficiencies of conducting business via the Internet are encouraging companies to invest increasingly in so-called ``front office`` functions such as sales and marketing software and electronic exchanges used to procure business products and services, Gartner said.

Sustained economic growth, full employment and low inflation in the United States and other industrialized nations have created what Gartner considers the ``perfect conditions for heavily investing in and deploying technology.``

Gartner said another rapid growth area would be so-called application service provider (ASP) industry -- companies that rent software-based business services to other firms over the Internet -- the collective revenues of which are poised to skyrocket to $25 billion in 2004 from $1 billion in 1999.

This new target of corporate technology spending, which has taken off only in the past year, contrasts with traditional corporate strategy, which has been focused on automating work functions, cutting costs and bolstering corporate profits.

McGee predicted that more than half of future corporate technology spending will be for functions beyond traditional ``back office`` bookkeeping, either for ``front office`` business activities or on technology to connect with other companies.

Increased technology spending will come at the expense of some existing corporate activities, McGee said. He predicted that as much as 30 percent of corporate budgets spent on mass-market advertising, direct mail or other marketing would shift into technologies that allow pin-pointed customer sales.

``Three years ago the value of goods and services bought and sold electronically was negligible,`` McGee said in an interview.

``In three years (2003) the market will surpass the $1 trillion mark. By 2004, we expect another trillion dollars in goods and services to be sold over business networks,`` he said.

Gartner predicted that governments will begin to impose taxes on businesses that buy and sell goods over the Internet once the value of electronic sales exceeds the $1 trillion mark. The U.S. government has so far upheld a moratorium on Internet taxes so as to foster the growth of the new medium.

Soon technology spending will be seen as one of the handful of essential tools chief executives use in order to drive revenue and profit growth, as well transforming the very way a company and its investors track the firm`s finances, it said.

Within five years, for example, companies will begin to report quarterly earnings before the end of each quarter, Gartner predicted.

By 2010, stock trading will not be based on Wall Street`s ritual demand that a company meet financial analyst earnings estimates, but rather on the company`s ability to close its books and announce earnings per share on a daily basis.


Also spätestens im Jahre 2010 ist es vorbei mit der spannung einer earnings season - schade eigentlich.

Grüße
Azerim

[SteffenP]

Moin, moin @allTuesday October 17, 8:59 am Eastern Time
Press Release
Commerce One Hosts eLink 2000 Hong Kong -- Premier B2B Industry Conference
Trade Alliance, Asia2B, Andersen Consulting, Cap Gemeni Ernst & Young Compaq, PricewaterhouseCoopers and SAP Sponsor International Event
PLEASANTON, Calif.--(BUSINESS WIRE)--Oct. 17, 2000-- Commerce One, Inc. (NASDAQ:CMRC - news), the leader in global e-commerce solutions for business, announced today the exclusive B2B global e-commerce conference, eLink 2000 Hong Kong.

This industry-leading B2B e-commerce event, created for procurement, IT, marketing and financial executives, will take place November 28-30 at the Kowloon Shangri-La Hotel in Hong Kong. Hosted by Commerce One, and sponsored by Trade Alliance, Asia2B, Andersen Consulting, Cap Gemeni Ernst & Young, Compaq, PricewaterhouseCoopers and SAP, the event will provide attendees with an understanding of electronic commerce and how it will transform the way business is conducted. eLink 2000 Hong Kong will also provide strategic and practical information for attendees on how to achieve a significant return on investment through specific e-commerce solutions.

``Commerce One is focused on moving the world`s business commerce to the Web,`` said Mark Hoffman, chairman and CEO of Commerce One. ``At eLink 2000 Hong Kong, Commerce One will demonstrate its leadership position as the global technology provider for the Digital Silk Road. Typically when the Silk Road is mentioned people imagine Marco Polo, camel caravans and the trade and barter of exotic goods. Today, we envision the Digital Silk Road enabling business-to-business electronic commerce using Commerce One technology.``

eLink 2000 Hong Kong will feature executives from leading global businesses who will present proven strategies for entering the world of global B2B e-commerce - from executive decision-making to technical implementation. Presenters will address the latest technologies, processes and solutions so attendees can learn how to build a successful e-marketplace that accurately addresses the needs of specific communities and connects to global markets. In addition, several significant industry announcements will be made at the event.

Keynote Addresses

eLink Honk Kong keynote presenters will disclose why business-to-business e-commerce is driving the next evolution of business. Keynote speakers will include Mark Hoffman, chairman and CEO of Commerce One; Anthony Peake, CEO of Trade Alliance; Fang Fang, CEO of Asia2B; and Dr. Philip Yu, President of Compaq Computer Corporation, Greater China Division. Lorraine Hahn, best known as the Anchor of CNNI, BIZASIA, will moderate the event.

Tracks Address Key Issues for E-Commerce

eLink 2000 Hong Kong will feature conference sessions presented in three tracks:

Track 1: Case Studies will feature experts sharing real-world experiences about selecting, implementing and maintaining global e-commerce solutions. Key economic benefits of online commerce, including revenues and profits, improved ROI and shareholder value and reduced costs will also be addressed.
Track 2: Business Services will address the rapid move toward broader markets and transactions. Presenters will discuss how the full range of electronic transaction services can add value to customers, build customer loyalty, and give companies a competitive advantage.
Track 3: Technology will focus on the critical issues companies need to consider when making technology decisions. Attendees will gain a deeper understanding of integration, security, industry, industry standards, and other key components to establish your technology plan.
Exhibits

eLink 2000 Hong Kong offers attendees the opportunity to see the products that are shaping global trading. The exhibit area will feature leading e-commerce companies such as Asia2B, Andersen Consulting, Cap Gemini Ernst & Young, Commerce One, Com2B, Compaq Computer Corporation, PricewaterhouseCoopers, SAPMarkets and Trade Alliance. Attendees will have the opportunity to see demonstrations and meet the people behind the innovations shaping the future of B2B e-commerce. For more information about sponsoring or registering for eLink 2000 Hong Kong, go to: www.elinkconference.com.

[SteffenP]

Moin, moin @all insbesondere OS-Zocker

Im Laufe der letzten Wochen kam irgendwann einmal die MAX-PAIN-THEORIE aufs Trapez.

Zunächst einmal eine englische Erklärung dieser Theorie (wer mit OS tradet sollte des Englischen mächtig sein!)



The "Max-Pain™" Options Analysis technique:


There is a Wall Street axiom that says "90% of all the options that are bought and held to expiration will expire worthless". This means that 90% of the time the people who `write` the option and collect the premium, never get their stock `called` from them or get stock `put` to them.
This has also been called the theory of maximum pain or just Max-Pain™, for short.

There has been some analysis of this hypothesis in Silicon Investor discussion boards, eg Trading IOMEGA based on technical analysis. There are also extensive discussions of this effect, also called `strike price pegging`, in the archives of both Jim Cramer`s "Wrong!" column and the "Saturday Options School" column at http://www.theStreet.com


Some references:
http://www.thestreet.com/comment/wrongtactics/10399.html
http://www.thestreet.com/comment/rewrite/703618.html
http://www.techstocks.com/~wsapi/investor/reply-1967533
http://www.techstocks.com/~wsapi/investor/reply-1975602
http://www.techstocks.com/~wsapi/investor/reply-1977966


By looking at the price of the underlying issue, on the last trading day before option expiry, (Note: options officially expire the day after the third Friday of the month.) it has been seen, with statistical significance, that the closing stock price tends toward the option strike price that forces the greatest number of options to expire in a worthless condition.

Whether this tendency is deliberately caused by some conscious effort at market manipulation or is just a result of some natural law of supply and demand is not obvious to this analyst. It is significant, however, to be aware that this does seem to be a tendency that occurs during those times when there is not some major market upheaval, price momentum, or breaking news relative to the stock in question.

Max-Pain™ analysis example using the September 1998 Options data for SUNW:

I present here a snapshot Max-Pain™ analysis of the September options of Sun Microsystems, as of end-of-day, August 31, 1998. It should be remembered that options trade every day and the amount of Open Interest and it`s distribution across the various striking prices may vary greatly during the time before option expiry.

This work is illustrative in nature only, and does not constitute investment advice. In any case, neither Benjamin Antanaitis, Jr nor BCA Software will be held liable for any investment decisions that may be made by anyone who views this web page.



--------------------------------------------------------------------------------

To start the Max-Pain™ analysis, list the available spectrum of strike prices and total Open Interest volume for the September `98 Puts and Calls.



This data is directly available from the CBOE at their website: http://quote.cboe.com/QuoteTable.asp?


--------------------------------------------------------------------------------

Then calculate the cumulative total value of the current Open Interest positions, as if they are held to the expiry day, over a range of closing prices for the underlying issue, SUNW.



It can be seen that as the possible price of SUNW increases over the range $37.5 - $62.5, the total value of all the CALLS increases, while the total value of all the PUTS decreases. In contrast, as the hypothetical price of SUNW decreases down the range, the total value of all the PUTS increases, while the total value of the CALLS decreases.



--------------------------------------------------------------------------------

Two separate curves are then plotted on a common graph versus a common X-axis (the range of potential stock price closing prices on expiry day.) :


The total value of the PUT positions
The total value of the CALL positions




--------------------------------------------------------------------------------

To determine the point where the most options would expire worthless, maximizing the profit to the option `writers` and minimizing the profit to the option speculators aka the option buyers, you need to combine ie add the value of the two curves at each data point and then look for the minimum value point (the Max-Pain Point™) of this `combined` graph.



This graph is the sum of the PUT curve and the CALL curve. The point at which the most options expire worthless is labeled and is the point where the overall minimum value occurs (the Max-Pain Point™). It appears to be at the $47.50 closing price point.



--------------------------------------------------------------------------------

Conclusion: If all things held equal from now until options expiry day, and no breaking news occurs, no Alan Greenspaning is occuring, no unstoppable price momentum events are occuring, then the hypothesis is that the closing price for SUNW would tend to be `attracted` to a price near $47.50. This is the price that would cause the most loss for option holders and most gain for option writers ie the Max-Pain™ point.


Für C1 bedeutet dies nach aktuellen Zahlen:

Data from cboe as of Tue Oct 17 10:39:04 2000 ET, delayed quotes.
cmrc - 00 Oct
Expires: Oct 21 , 2000
30 53883500
32.5 49653500
35 45470000
37.5 41479500
40 37599750
42.5 34330250
45 31178250
47.5 29712250
50 28426500
52.5 27795250
55 27385500 -Maximum-Pain Theory Value
57.5 27649250
60 28084250
62.5 29651500
65 31462000
67.5 33991000
70 36825250
72.5 42108000
75 47828500
77.5 54762500
80 61994500
82.5 71390250
85 80959750
87.5 91018250
90 101252750
92.5 112090250
95 123086000
97.5 134284500
100 145584250
105 171105750
110 196947250
115 223732750
120 250882250
125 279107750
130 307616750
135 336364250
140 365209750
145 394122250
150 423082750
155 452130750
160 481206750
165 510302750

Quelle:http://www.iqauto.com/cgi-bin/pain.pl


Wohlgemerkt: Dies ist eine statistische Wahrscheinlichkeit, kein unbedingtes MUSS!!!(Erinnert mich trotzdem irgendwie an MarketMakers)

Da diesen Freitag 20.10.2000 der ominöse dritte Freitag im Monat ist, können wir alle mal sehen, inwieweit diese Theorie zu bewerten ist.

Für November steht der Wert z.Z. bei $65.....



Gruß Steffen

[SteffenP]

Ariba, Commerce One Getting Too Big for Their Britches?
By Joe Bousquin
Senior Writer
10/17/00 11:42 AM ET



Ariba (ARBA:Nasdaq - news) and Commerce One (CMRC:Nasdaq - news) may be the first names in B2B, but they`re certainly not the last.

Even as the two big business-to-business companies crow about new customers, a raft of smaller, faster-moving companies is snatching business from them.

Signs of pressure from the bottom started cropping up a few weeks back, when the Global Health Care Exchange discarded Ariba, i2 Technologies (ITWO:Nasdaq - news) and IBM (IBM:NYSE - news) as the technology providers for its Internet marketplace, where companies will buy and sell supplies. Instead, it picked the smaller, more specialized CentriMed. Then LevelSeas.com, an online marketplace for the shipping business, chose rug rat Idapta over Ariba and Commerce One.

Since then, the competition has gotten even more intense. Last week, little-known Moai snared OceanConnect.com, a marketplace for the marine fuels industry backed by big oil companies like BP Amoco (BP:NYSE ADR - news). On Oct. 6, Medipurchase, a new health care exchange in Britain that`s targeting the national health agency there, picked smaller InfoBank. And last Thursday, tiny hosted software provider elcom, a division of Elcom International (ELCO:Nasdaq - news), landed a pilot program for the procurement business of Caradon, a British maker of plumbing and electrical products that had $2.2 billion in sales last year.

Usurped?
Ariba and Commerce One competed for each of those deals.

So are the two leading companies of B2B already being knocked aside by younger, faster upstarts that can maneuver more deftly in the surging sector? Unlikely. But more significant is that while Ariba and Commerce One like to brag about being able to meet all of a company`s B2B needs, these deals show that sometimes they can`t, which raises questions about just how fast the two companies will grow.

Ellie Javadi, a spokeswoman for Ariba, says the company picks and chooses its customers, saying it even cold-shouldered Covisint, the huge online marketplace in the auto industry that`s being powered by Commerce One and Oracle (ORCL:Nasdaq - news).

"We actually walk away from customers, just like we walked away from Covisint, and I think that we`re glad we did," says Javadi. "There are some customers that we don`t want to take on, or they`re not ready for us to take them on. Some deals go because it`s the right decision for the company."

A Commerce One spokesman would say only that business is going well.

Better Than Big
Meanwhile, OceanConnect, Caradon and Medipurchase say they chose the small companies because they did certain things better than the biggies, or could give them the individual attention they crave. Pricing seemed to be a secondary issue. And in some cases, the small guys did things that Ariba and Commerce One couldn`t.

At Medipurchase, commercial director Peter Buckley says Ariba`s marketplace and auction products aren`t well integrated. It`s a criticism other customers have made about Ariba`s software, as the company has tried to build on its technology by buying other firms. InfoBank also seemed willing to pay more attention to Medipurchase, Buckley says.

"The fact is, they`re willing to be flexible to us as we grow together," he says.

Commerce One, he says, didn`t seem to want Medipurchase`s business. "I apologize, but I found them to be quite arrogant," he says. "The U.K. marketing manager at a conference turned around and said `We do not want to work with dot-coms.` "

Buckley`s not the only corporate technology buyer espousing the view that Ariba and Commerce One have already gotten too big. Since last spring, when demand for products from Commerce One and Ariba started rising dramatically, analysts have talked about smaller potential customers not being able to get calls returned. This could be a problem because Ariba and Commerce One have said they want to target smaller companies, too.

Issues
Technology issues were a recurring theme as well when this group of companies picked B2B suppliers.

"For our business, the capabilities that were required just weren`t out there," says Tom Riley, OceanConnect.com`s president and chief operating officer. "Moai was the one we identified to have the greatest flexibility in doing complex transactions."

Riley says it`s tough to find a catalog for marine fuel, which his company pegs as a $100 billion industry, because surpluses and shortages crop up at different ports at different times. In order to sell or buy that fuel when an opportunity arises, OceanConnect needs software focused on specific transactions, not the product itself.

In contrast, both Ariba`s and Commerce One`s software was originally designed to move things like office supplies, which could be ordered out of a catalog, to buyers over the Internet. While each company has beefed up its software to handle more complex transactions, they`re still best at selling more straightforward products online.

"Most of the technology out there was on the catalog and procurement type of things," Riley says. "There were a lot of bigger names out there, but when you`re a start-up, you have to use your own brain to determine what the best is. That`s what we did."

Caradon, the British plumbing and electrical supplies maker, chose elcom because of its ability to provide its software over the Internet, says Kevin Barry, the buyer`s senior category manager for e-commerce. Typically, software from Ariba and Commerce One sits inside a customer`s firewall, which means a lot of work for programmers who have to make the software tick with existing computer systems.

If they want to maintain their hefty leads, maybe the big B2B players need to remember what it was like when they were small.

[Fidaijin]

SO WAS KOOOOTTTZZZZT MICH AN
IHR SEID DOCH ALLE SCHEISSE WIE KANN MANN EIN SO LANGEN THREAD FÜHREN
DIE LADEZEITEN SIND TROTZ ISDN MÜLL
ICH SAGE NUR BLÖDMÄNNER

[mpqrx]

Bin genauso reingefallen,echt blöd.
lutz

[CrazyBroker]

@Fidaijin,

geh doch mal rüber in die Anfänger-Threads und laß Dir mal erklären wie man das WO-Board bedient, dann wirst Du feststellen, das auch dieser Thread mit 5 sec. Ladezeit auskommt.
Bleib aber auch bei den Anfängern, denn hier kommen wir auch ohne Beleidigungen aus.

Bye Hansi

[RolfBraun]

@CrazyBroker:

Wenn diese Typen schon zu doof sind das WO-Board zu bedienen, verkaufen die bestimmt auch auf XETRA ohne Limit.

Hinweis für alle SCHREIHÄLSE:
Erst einmal die Board-Hilfe lesen, bevor ihr Eure geistige Diarrhoe hier ablasst!

-Rolf-

[knallerballer]

RIGHT

[isaaacc]

@fidaijin:
die großschreibung bekommst du uebrigens wieder weg, indem du noch mal auf shift drueckst.
pardon, die umstelltaste.
pardon, die mit dem pfeil nach oben.
nein, nicht die bei den anderen dreien mit den pfeilen.
links neben und unter dem a.
pardon, A, sonst findest du es wieder nicht.
auf der tastatur!
ja, das ist das ding vor dir.

[SteffenP]

Inside the B2B Announcements

Ariba and Commerce One are expected to report blowout quarters this week. But while e-commerce budgets and the fundamental demand for B2B remains high, it`s increasingly difficult to assess who`s gaining traction in this stage of hyper-growth. In other words, borrowing a line from Dennis Miller on Monday Night Football, it`s a Flowers for Algernon-like learning curve. We`ll provide some guidance on this front and point out some interesting things to look for.

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Related Links
Internet Report on B2B E-Commerce

The B2B Sell-Off

Ariba Is Just Getting Started

Break Down: Beyond B2B




Discussion Boards
Ariba

Commmerce One





By Mike Trigg (TMF Tonto)
October 17, 2000

Earlier this month, Motley Fool staff commented on the B2B sell-off that sent the sector into a short-term whirlwind. While we concluded the fall had little to do with the long-term success of the space, it became evident that providing investors with the tools to assess the differences among the industry leaders was in great demand. Thus, with Ariba (Nasdaq: ARBA) and Commerce One (Nasdaq: CMRC) reporting earnings tomorrow and Thursday, respectively, we`ll attempt to provide investors with a compass to navigate through the announcements.

Revenues reign supreme
Both Ariba and Commerce One exhibited strong revenue growth in the previous quarter. After the entire sector had been hammered in early March, in part because the Street`s path-to-profitability expectations were not being met, revenues of $80.7 million (101% sequential growth) and $62.7 million (79%), respectively, proved once again this sector was red hot. But there`s more to it than those figures.

In the previous quarter, Ariba`s conservative accounting policy added nearly $70 million in deferred revenues, leaving it with a total of $153 million. Commerce One trailed with $16 million in the quarter, giving it a total of $62 million. Deferred revenues are a good liability because they represent revenue that has been collected by a firm before at least portions of the services have been performed. Moreover, it`s also an important indication management is not overstating its business success.

On the cash side, deferred revenue is an important figure because it provides a great deal of upfront capital. This leads the way to further investment and acquisition opportunities, where Ariba stands well above its competitors. Both companies have different revenue recognition policies -- Commerce One realizes more upfront -- and continued growth in this area will be one important factor to monitor.

It`s also important to track the revenue mix. In the previous quarter, Ariba`s blend was 66% license versus 19% network. Likewise, Commerce One licenses were 65% of total revenues, while services were 35%. But for the first time, Commerce One indicated that over $7 million of service revenues came from revenue sharing of live exchanges, an increase from less than $1 million in the previous quarter. No doubt, this number will increase substantially in coming quarters and represent a large portion of Commerce One`s revenue mix. Look for how much revenue was generated from live exchanges.

New developments
In the previous quarter, Ariba announced 110 new deals, while Commerce One reported 85. This period has been no different. Ariba recently announced Transora, an exchange comprised of 54 consumer product businesses and the Grocery Manufacturers of America. Procter and Gamble (NYSE: PG), Kraft Foods, and General Mills (NYSE: GIS) are several participants with combined annual procurement spending that surpasses $200 billion.

Commerce One announced eHitex, a hardware marketplace made up of computer industry members. Participants include Compaq (NYSE: CPQ), Agilent (NSYE: A), and Hewlett Packard (NYSE: HWP) with an annual purchasing power exceeding $300 billion. Furthermore, the "Big Three" auto exchange Covisint recently received regulatory approval from both the German and United States governments. Expect a long list of new customers in both announcements. However, it will be important to see if new contracts are broken down by buyers, sellers, or marketplace builders.

Strategic Partnerships
Finally, it will be important to monitor the success of the strategic partnerships of both firms. There has been a great deal of commentary recently regarding Ariba`s strained relationship with i2 (Nasdaq: ITWO) after the supply chain solutions provider announced a deal with BroadVision (Nasdaq: BVSN). Not surprisingly, both companies have pooh-poohed talk that suggests there`s a chink in the three way Alliance that includes IBM (NYSE: IBM). There`s little else to know at this point, and unfortunately we`ll only hear more management jargon in the conference call.

That could be good news for the Commerce One alliance with SAP (NYSE: SAP). Announced only a few months ago, the joint offering of MarketSet and Enterprise Buyer was brought to market at lightning-quick speed and more customer wins will continue over time as the two businesses leverage each others` core competencies.

[mirooo]

@fidaijin
Du bist für mich das lustigste Ereignis dieses Tages.
Schon lang nicht mehr so gelacht.
danke

[SteffenP]

Unabhängig von den unten stehenden postings: Was ist Eure Meinung zur MAX-PAIN-THEORIE???

[byhleguhre]

@steffen,

nicht uninteressant und eine Überlegung wert, vor allem bei den Mengen an OS die ich so habe.

Meine Fragen sind:

1.gibt es außer dieser Analyse zu Sun eine Art Reihenuntersuchung bei einigen Werten inwiefern und wie oft diese Theorie mit realen Kursverläufen übereinstimmt ( Signifikanz ) ?

2.Wie der Autor selbst sagt funktioniert das Ganze nur bei "normalem" Marktumfeld also offensichtlich ohne: z.B Greenspanmeldungen der böseren Art oder ähnlichem. Gilt das auch für Euro, Öl, Neue Zahlen, soll heißen in welchem Umfeld gilt die Theorie.


@isaaacc
sehr schön gegeben so was mag ich !

Gruß aus B.

[SteffenP]

@byhleguhre: wie ich schon sagte: ich selber habe mir OS nichts am Hut.
Das Bsp. SUN ist einfach zur Veranschaulichung herangezogen worden als Bsp. für viele vorhergegangene Untersuchungen. Und Du hast den Schlußsatz schon richtig übersetzt: eine ceteris paribus (alles bleibt gleich) Untersuchung will heißen: keine signifikanten äußeren Einflüsse also auch Öl, Krieg, Tod von M.Hoffman u.s.w.

Schaunwir mal auf Freitag!

Gruß Steffen

[SteffenP]

NexPrise beats out big guns for key Covisint deal
October 18, 2000 12:00 AM PT
by Adam Feuerstein

Covisint has pegged a surprise, dark-horse candidate to power one of the most important technology segments of the automotive industry Net marketplace.

NexPrise, a closely held software firm, will build out private areas of Covisint where carmakers and suppliers can meet online to negotiate contracts for the design and manufacture of complex and customized car parts.


An official announcement regarding NexPrise`s selection will be made this morning. The company will be assisted by another technology vendor, Engineering Automation Inc.


This piece of the Covisint marketplace -- collaborative product development and complex procurement -- is crucial because more than 80 percent of a car is made up of custom-designed parts. Bringing this process online reduces the time and cost of designing new cars and could ultimately lead to lower prices being passed on to consumers.


A surprise pick


NexPrise was a surprise pick because Oracle (ORCL) and Commerce One (CMRC) were expected to play a much larger role in Covisint`s technology platform. Bob Matulka, an executive on Covisint`s product development team, insists that NexPrise`s selection in no way diminishes the importance of Oracle and Commerce One, which are both technology providers and investors in the automotive marketplace.


"We are looking for an array of partners that each brings a best-of-breed solution to Covisint," says Matulka. "Our job is to integrate the technologies so they work together well."


Oracle will provide Covisint with its core database and application server products, while Commerce One will build out Covisint`s online auction services. Both companies will also play a key role in allowing carmakers and suppliers to purchase indirect goods -- products that are not directly related to the manufacture of a car.


But NexPrise will be much more heavily involved in the design and procurement of direct materials, which Covisint hopes to be the biggest piece of business funneled through its marketplace.


"NexPrise`s selection surprises me," says Kevin Prouty, an automotive e-business analyst with AMR Research. "I don`t necessarily see it as a blow to Commerce One and Oracle because both have a lot to do, but direct procurement is one of the most complex and important functions in the automotive industry, so it`s a great deal for NexPrise."


Founded in 1997, NexPrise is no stranger to the car business. Its Internet-based collaborative commerce software is already used by Ford (F) and General Motors (GM), as well as at tier-one suppliers the Budd Company -- Plastics Division, Decoma International (DECAF), Drive Tek and PPG Industries (PPG).


"Covisint is a huge win for us," says NexPrise CEO Ted Drysdale. "Of our competition for Covisint, we had the worst PowerPoint slides, but we won the business because we have a lot of actual operating experience within the automotive industry."


One of the competitors vanquished by NexPrise was Oracle, which, ironically, issued a press release touting its own collaborative product development software on Monday. Like many of Oracle`s product announcements, however, it is widely believed that the actual product rollout lags well behind the marketing hype.


Matulka, while not mentioning other competitors, says NexPrise was selected because of its auto industry experience and the maturity of its current product.


Private marketplaces key to Covisint


Covisint -- founded by General Motors, Ford and DaimlerChrysler (DCX) -- aims to be the e-business epicenter for the automotive industry, and is closely watched as a bellwether for large, industry-led online marketplaces. But Covisint`s strategy has shifted with the vagaries of the business-to-business sector. The marketplace will have a public side where carmakers will sell off excess inventory or purchase commodity goods through simple catalogs or online auctions.


But more importantly, Covisint will have cozy online warrens where the auto giants and their most strategic suppliers can conduct business away from the prying eyes of competitors.


It`s these private marketplaces, within the overall open Covisint marketplace, that are one of the keys to Covisint`s ultimate success. The problem, however, is that it will take years and a lot of heavy lifting to build out these capabilities, says Prouty. It`s a job that NexPrise has accomplished on a smaller basis -- the company has 40 customers -- but never on the scale required by Covisint, he believes.


"NexPrise may rue the day they won this deal," says Prouty. "Direct procurement in the automotive industry is more complex than any other industry. It involves so many pieces, and so much integration into back-end systems, that I think it will be a long time -- at least two years -- before NexPrise has it up and running with real critical mass."

[SteffenP]

Wednesday October 18, 6:02 am Eastern Time
Press Release
SOURCE: Pantellos

Pantellos Adds Key Strategic Services From Two of North America`s Most Advanced Supply Chain Solutions Providers
WOODLANDS, Texas, Oct. 18 /CNW/ -- Pantellos, the leading marketplace to the Utility and Energy industries, extended its suite of supply chain solutions today when it announced the addition of two key strategic partners. Cephren, and iVita have partnered exclusively with Pantellos to provide technologies and services from the Pantellos Marketplace that deliver robust construction services management, project collaboration and collaborative asset value creation capabilities. The transaction engine for the Pantellos Marketplace is powered by Commerce One (Nasdaq: CMRC - news).
Graham Collins, CEO of Pantellos, explained "The integration of Cephren and iVita to the Pantellos Marketplace is a tremendous development for Pantellos and our members. These partners are uniquely positioned to help Pantellos build on the unprecedented suite of integrated supply chain solutions that will allow our members to manage their supply chains end-to-end. We look forward to working with these business partners to develop services and solutions that address our members` most difficult supply chain challenges."

Cephren, Inc. will be the sole provider of web-based project collaboration and e-commerce services to Pantellos members via Pantellos Construction Services. Pantellos member companies will have unlimited access to Cephren`s complete suite of services, which include Cephren ProjectNet®, an award-winning project collaboration and project management service, Cephren MarketNet(TM), a robust, online bidding service for buyers and sellers of construction products and services, and Cephren PrintNet(TM), an online reprographics and printing service. Cephren`s services will help member companies manage the high risks and enormous complexities of their capital projects by uniting project team members, reducing project life cycles, creating predictability and controlling and eliminating redundancies.

"The Pantellos-Cephren partnership makes so much sense because it marries Pantellos` deep domain expertise with Cephren`s cutting-edge technology to provide solutions for the entire supply chain," said Robert J. Majteles, chief executive officer of Cephren. "The launch of this initiative underscores the tremendous need for online services in the construction industry. Cephren looks forward to helping Pantellos members control and manage the huge amount of construction they perform each year. We are delighted that Pantellos has chosen Cephren."

iVita Corporation provides Asset Value Creation software to end-user customers as well as to industry exchanges. The iVita solution combines unprecedented visibility of assets, which results from integration with location tracking technologies, with asset-specific history and knowledge. The result is a powerful application that helps senior executives drive continuous operational efficiencies and increase income and cash flow. iVita Commander for Exchanges enables marketplaces to provide a seamless solution from procurement to disposal.

"By using the iVita application, Pantellos customers will be able to track their assets, know where they are and how well they are being utilized. In addition, iVita will provide real-time information that will enable them to re-deploy surplus or underutilized assets, not only in their enterprise but also throughout the Pantellos trading community. Pantellos customers will also have the option to sell their assets to outside sources using the Pantellos Marketplace," said Somesh Singh, President and COO of iVita. "iVita Corporation will be the exclusive provider of this functionality to Pantellos. Together, iVita and Pantellos can create tremendous value for our customers."

More About Pantellos

Pantellos plans to be the leading provider of supply chain services and solutions to the utility and energy industries. The company focuses on tackling supply chain challenges, and managing a dynamic marketplace that creates value for buyers, suppliers and other supply chain members. Pantellos is developing solutions in an open environment that enables all members to conduct supply chain activities and transactions through its secure, Internet-based Marketplace. It is estimated that these services and solutions will provide significant benefits and cost savings to its participants, and make the North American utility and energy supply market dynamically accessible to all members. The 21 founding members of Pantellos are some of the largest utility and energy companies in North America. They include American Electric Power, Carolina Power & Light, CINERGY, Consolidated Edison, Dominion Resources, DTE Energy, Duke Energy, Edison International, El Paso Energy, Entergy, FirstEnergy Corp., FPL Group, GPU, Ontario Power Generation, PG&E Corporation, Public Services Enterprise Group, Reliant Energy, Sempra Energy, Southern Company, TXU and Unicom. Visit the Pantellos website at www.pantellos.com.

[Azerim]

Hi
Jetzt also auch Intel!

Commerce One and Intel Form Alliance to Work Together on Open, Scalable E-Commerce Offerings; Companies` Optimize Commerce One`s E-Marketplace Solutions for the Intel Platform

PLEASANTON, Calif.--(BUSINESS WIRE)--Oct. 18, 2000--Intel Corporation and Commerce One, Inc. (Nasdaq:CMRC), a leading provider of global e-commerce solutions for businesses, today announced the formation of a three year alliance to deliver highly-scalable e-commerce solutions through tight integration and optimization of Intel`s technologies and Commerce One`s e-commerce solutions. The agreement includes the formation of a joint engineering laboratory and a joint marketing fund, further extending Commerce One`s successful relationship with Intel(R).

Commerce One and Intel will establish an engineering laboratory at the Commerce One Cupertino campus, where the two companies will jointly test and optimize Commerce One`s e-procurement and e-marketplace solutions to ensure that they are fine-tuned for deployment on current and future Intel platforms such as Intel`s Itanium(TM) architecture. Commerce One`s customers and partners will be able to easily scale and grow their marketplaces on Intel architecture as they continue to increase transaction volume. Additionally, the companies will collaborate on multiple engineering projects that will take advantage of the pioneering work Intel is doing to provide the building blocks to the Internet economy.

"Intel architecture currently powers Commerce One`s Global Trading Web partner e-Marketplaces, so it was a natural step to work with Commerce One to continue to build best of class e-commerce solutions," said Sean Maloney, senior vice president of sales and marketing for Intel. "This alliance brings together resources that will allow customers to take full advantage of e-commerce efficiencies such as security, scalability, and reliability, as well as a low total cost of ownership."

"E-marketplaces have to scale to handle the billions of dollars in transactions that leading companies want to move onto the Worldwide Web. We believe our work with Intel and other industry leaders such as Microsoft, Compaq and Hewlett-Packard is key to supporting the tremendous volume of transactions that will come across these e-marketplaces," said Chuck Donchess, chief strategy officer for Commerce One. "Our work with Intel further demonstrates our commitment to deliver open, scalable e-commerce solutions that allow businesses to trade with anyone, anytime, anywhere in the world."

About Intel


Intel, the world`s largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information about Intel is available at www.intel.com/pressroom.

About Commerce One


Commerce One (Nasdaq:CMRC) is the leader in global e-commerce solutions for business. Through its products and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and industries to efficiently conduct collaborative business on the Internet. Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.

Commerce One, Many Markets. One Source. Global Trading Web, BuySite, MarketSite, Global Trading Platform, Common Business Library, XML Development Kit, XML Commerce Connector, MarketSite Builder, and SupplyOrder are either trademarks or registered trademarks of Commerce One, Inc. Enterprise Buyer and MarketSet are trademarks of Commerce One, Inc. and SAPMarkets, Inc. All other company, product, and brand names are trademarks of their respective owners.

Forward Looking Statements


The foregoing paragraphs include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements include, but are not limited to, statements concerning the collaboration of Commerce One and Intel to develop and deliver highly scalable e-commerce solutions resulting from the tight integration and optimization of Intel`s technologies and Commerce One`s e-commerce solutions, the anticipated benefits and efficiencies of the alliance, including increased scalability, transaction volume and security, and the growth of e-marketplaces powered by Intel. These statements are subject to risks and uncertainties. Actual results may differ materially from those described in such statements as a result of a number of factors. These factors include, but are not limited to, the risk that the e-commerce solutions delivered by Intel and Commerce One may not meet customer expectations, the ability of the parties to execute on their plans for the alliance and to continue to support the alliance, the cooperation of the parties, unexpected operational difficulties, the extent of user adoption and utilization of such solutions, actual efficiencies and economies of scale may not be as pronounced as those anticipated by the parties, a general downturn in economic conditions, and intense and increasing competition in the market. For a discussion of these and other risk factors that could affect Commerce One`s business, see "Risk Factors" in Commerce One`s filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 1999 and its quarterly report on Form 10Q for the quarter ended June 30, 2000

Trotz allem, ist die marktlage verdammt abgefuckt
cmrc -10% !!!
arba -5%
ppro -15% !!!
itwo -7%

alles wieder wegen schlechten ibm zahlen
SHIT

[SteffenP]

Wednesday October 18, 10:16 am Eastern Time
Press Release
Vastera in Alliance with Commerce One to Streamline Global Trade
Agreement Includes Solution Integration, Reselling and Joint Marketing
DULLES, Va. & PLEASANTON, Calif.--(BUSINESS WIRE)--Oct. 18, 2000-- Vastera, Inc. (Nasdaq:VAST - news), a leading provider of solutions for global trade management, and Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, today announced that Commerce One will integrate Vastera`s solutions into the portfolio of business services now available on Commerce One.net(TM) (www.commerceone.net).

Vastera`s full suite of automated Global Trade Management (GTM) capabilities includes multi-country Import and Export modules, Landed Cost and Restricted Party Screening.

Commerce One anticipates that extending Vastera`s TradeSphere solutions to its ecosystem of buyers, suppliers, business service providers and Internet market makers will speed the flow of goods and materials across international supply chains. Customer benefits include accelerated order fulfillment, reduced procurement costs, improved customer service, and increased revenues.

The alliance includes integrating and reselling Vastera`s TradeSphere services beginning immediately, with general availability of Restricted Party Screening and other select services slated for this quarter.

Vastera and Commerce One are already engaged in joint marketing and sales initiatives, including several opportunities in the Automotive, High-Tech and Aerospace industries. This agreement spans all industry segments.

``Several customers asked us to integrate Vastera`s solutions to facilitate the movement of goods across international borders,`` said Chuck Donchess, executive vice president and chief strategy officer for Commerce One. ``Market makers and trading partners alike require robust solutions that support the complexities of global trade. We believe Vastera is the clear leader in providing clients value from their comprehensive global trade solutions.``

``Commerce One is the leader in providing Internet market makers and trading partners efficient and effective access to worldwide markets,`` said Mark Ferrer, COO of Vastera. ``We expect that Vastera`s solutions will enable Commerce One to further their success in creating a borderless business commerce environment by solving the complexities of information management required for cross border goods movement.``

About Commerce One.net

Commerce One has established relationships with leading business service providers and is syndicating these services through Commerce One.net, to provide unparalleled customer access to high quality business services. The Commerce One.net portfolio of business services is open, enabling B2B e-commerce regardless of trading partner platforms.

About Commerce One

Commerce One (Nasdaq:CMRC - news) is the leader in global e-commerce solutions for business. Through its products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community.

Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and industries to more efficiently conduct collaborative business on the Internet.

Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.

About Vastera

Vastera`s global trade management solutions are designed to automate and streamline the trade functions of global e-business. Vastera`s global trade management solutions include modular, web-based applications, management consulting and managed services.

The foundation of these solutions is Global eContent, a comprehensive, electronic library of country-specific trade and regulatory data, which is maintained and updated daily.

Established in 1992, Vastera has received numerous industry awards in recognition of its successes including, Computerworld Magazine`s list of ``100 Emerging Companies to Watch in 2000, eCommerce category``, the Deloitte & Touche ``Fast 500``, and the INC. 500. Vastera clients include: Ford, Alcatel, Dell, Microsoft, Sun, New Zealand Dairy Board, Lucent Technologies, CatalogCity.com, RightFreight.com, and Nortel.

For more information, please visit www.vastera.com.

Forward Looking Statements

The foregoing paragraphs include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.

[Eboerse]

Hallo Zusammen
Pantellos bekommt Strategische Vertsärkung:

Pantellos Adds Key Strategic Services From Two of North
10/18/00 3:01:00 AM
Source: PR Newswire
America`s Most Advanced Supply Chain Solutions Providers
WOODLANDS, Texas, Oct. 18 /PRNewswire/ -- Pantellos, the leading marketplace to the Utility and Energy industries, extended its suite of supply chain solutions today when it announced the addition of two key strategic partners. Cephren, and iVita have partnered exclusively with Pantellos to provide technologies and services from the Pantellos Marketplace that deliver robust construction services management, project collaboration and collaborative asset value creation capabilities. The transaction engine for the Pantellos Marketplace is powered by Commerce One (Nasdaq: CMRC).



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Graham Collins, CEO of Pantellos, explained "The integration of Cephren and iVita to the Pantellos Marketplace is a tremendous development for Pantellos and our members. These partners are uniquely positioned to help Pantellos build on the unprecedented suite of integrated supply chain solutions that will allow our members to manage their supply chains end-to-end. We look forward to working with these business partners to develop services and solutions that address our members` most difficult supply chain challenges."

Cephren, Inc. will be the sole provider of web-based project collaboration and e-commerce services to Pantellos members via Pantellos Construction Services. Pantellos member companies will have unlimited access to Cephren`s complete suite of services, which include Cephren ProjectNet(R), an award-winning project collaboration and project management service, Cephren MarketNet(TM), a robust, online bidding service for buyers and sellers of construction products and services, and Cephren PrintNet(TM), an online reprographics and printing service. Cephren`s services will help member companies manage the high risks and enormous complexities of their capital projects by uniting project team members, reducing project life cycles, creating predictability and controlling and eliminating redundancies.

"The Pantellos-Cephren partnership makes so much sense because it marries Pantellos` deep domain expertise with Cephren`s cutting-edge technology to provide solutions for the entire supply chain," said Robert J. Majteles, chief executive officer of Cephren. "The launch of this initiative underscores the tremendous need for online services in the construction industry. Cephren looks forward to helping Pantellos members control and manage the huge amount of construction they perform each year. We are delighted that Pantellos has chosen Cephren."

iVita Corporation provides Asset Value Creation software to end-user customers as well as to industry exchanges. The iVita solution combines unprecedented visibility of assets, which results from integration with location tracking technologies, with asset-specific history and knowledge. The result is a powerful application that helps senior executives drive continuous operational efficiencies and increase income and cash flow. iVita Commander for Exchanges enables marketplaces to provide a seamless solution from procurement to disposal.

"By using the iVita application, Pantellos customers will be able to track their assets, know where they are and how well they are being utilized. In addition, iVita will provide real-time information that will enable them to re-deploy surplus or underutilized assets, not only in their enterprise but also throughout the Pantellos trading community. Pantellos customers will also have the option to sell their assets to outside sources using the Pantellos Marketplace," said Somesh Singh, President and COO of iVita. "iVita Corporation will be the exclusive provider of this functionality to Pantellos. Together, iVita and Pantellos can create tremendous value for our customers."

More About Pantellos

Pantellos plans to be the leading provider of supply chain services and solutions to the utility and energy industries. The company focuses on tackling supply chain challenges, and managing a dynamic marketplace that creates value for buyers, suppliers and other supply chain members. Pantellos is developing solutions in an open environment that enables all members to conduct supply chain activities and transactions through its secure, Internet-based Marketplace. It is estimated that these services and solutions will provide significant benefits and cost savings to its participants, and make the North American utility and energy supply market dynamically accessible to all members. The 21 founding members of Pantellos are some of the largest utility and energy companies in North America. They include American Electric Power, Carolina Power & Light, CINERGY, Consolidated Edison, Dominion Resources, DTE Energy, Duke Energy, Edison International, El Paso Energy, Entergy, FirstEnergy Corp., FPL Group, GPU, Ontario Power Generation, PG&E Corporation, Public Services Enterprise Group, Reliant Energy, Sempra Energy, Southern Company, TXU and Unicom. Visit the Pantellos website at www.pantellos.com.

Media contact: Deborah Parker, [e-mail] or [phone].

SOURCE Pantellos

[Eboerse]

Hallo Zusammen
Ich glaube da bewegt sich was bei der Ge-Exchange.
Habe leider keinen artikel zu dem Gespräch von Harvey Seegers und Rachel Layne gefunden!


GE Global eXchange`s Seegers: E-Commerce Market Outlook
10/17/00 12:19:00 PM
Source: Bloomberg News

Boston, Oct. 17, 2000 (Bloomberg) -- Harvey Seegers, president and chief
executive of General Electric Co.`s Global eXchange Services unit, talks with
Bloomberg`s Rachel Layne about the company`s business-to-business solutions,
its partnership with Commerce One Inc. and the outlook for the e-commerce
market.

01:24 GE Global eXchange Services` revenue, employees, solutions
01:08 Benefits of GE`s business-to-business services to customers
02:12 Partnership with Commerce One; TPN Register applications
01:14 Planned launch of universal exchange; Express Marketplace
01:12 Seegers` view of the specialized-exchange market
02:10 Outlook for revenue growth and e-commerce market

Gruß
eboerse

[AndyBusch]

starke Zahlen von ARBA:
http://biz.yahoo.com/prnews/001018/ca_ariba_q.html
Ein Ausschnitt:

Ariba First Internet B2B to Break-Even

Ariba`s results marked the company as the first Internet B2B to report a break-even quarter. Revenues for the fourth quarter of fiscal 2000 were the largest quarter in Ariba`s history at $134.9 million, up 67 percent from the previous quarter and up 687 percent from the same period last year. Net loss for the quarter excluding non-operating charges was $1.1 million or $0.00 per share, beating the First Call consensus estimate of a loss of $0.05 per share. During the corresponding quarter in fiscal 1999, the net loss was $4.6 million or a loss of $0.03 per share, excluding non-operating charges.

Fiscal year 2000 revenues were $279.0 million, up 515 percent versus $45.4 million in the same period last year. Net loss for the fiscal year excluding non-operating charges was $29.5 million or a loss of $0.15 per share.

``Ariba once again demonstrated leadership through execution this quarter. Our break-even earnings and record revenue validate that our strategy as a platform and network services company has been the correct one,`` said Keith Krach, Ariba`s chairman and chief executive officer. ``During the year we increased our customer base 500 percent and deployed more B2B customers than any competitor. Demand for the Ariba eCommerce Platform continues to be strong as customers -- across several industries -- are realizing tangible and immediate benefits from our services.``
--------------------------------------------------------
Da liegt die Meßlatte für CMRC wieder verdammt hoch.
100 Mill. an Einnahmen (incl. APNT) wären nicht schlecht.

grüße Andy

[SteffenP]

Hallo AndyBusch

Verdammt schnell reagiert!!

Keine Reaktion an der Nasdaq. Du scheinst ein Memo erwischt zu haben, welches die Jungs zu früh verbreitet haben!!!!

Wenn die zahlen stimmen sollten, wovon ich ausgehe, dann hast Du verdammt recht, was die Meßlatte angeht.....

Morgen, gleiche Zeit....!!!!!!!!!!

Gruß
Steffen

[fatcartman]

warum geht nachbörslich alles runter?
dachte die ganze Zeit nur C1 währe runter gegeangen doch ariba geht es jetzt auch nicht besser
was erwarten die leute bloß mal wieder
alles ANGSTHASEN!!!!!!!!!!!!!!!!!!LOL

[AndyBusch]

@steffen: habe den link über MF-board aufgetrieben.
@fatcartman: warum geht nachbörslich alles runter
Das ist der Grund:
http://cbs.marketwatch.com/archive/20001018/news/current/bon…
Inflationsängste und damit einhergehend Zinsängste keimen wieder auf.

Consumer prices rise

The Labor Department said that consumer prices rose 0.5 percent as energy costs surged. An energy-influenced jump was widely expected. What wasn`t expected was a 0.3-percent increase in the core rate, excluding both energy and food. Here, apparel and healthcare costs drove prices higher last month. Read more.

Also selbst wenn man die Preissteigerungen bei Energie und Nahrungsmitteln herausrechnet, bleibt eine Kern-Inflationsrate von 0.3 %.
Dem Markt im Moment anscheinend zu hoch.

grüße Andy

[goodi]

hallo,

vergleicht mal aribazahlen mit denen von peoplesoft. entweder ist ariba zu teuer oder peoplesoft eindeutig zu billig. aber arba zahlen waren für sich betrachtet schon sehr gut. vor allem, was den "verlußt" angeht. nasdaqfuture steigt jetzt auf plus 1,4% !
ab heute geht es wohl wieder nach oben für den breiten markt.

mfg.goodi

[--er--]

@AndyBusch:

Die von dir angegebenen Gründe wurden bereits vor Börseneröffnung veröffentlicht und ich sehe hier wenig kausalen Zusammenhang mit den nachbörslich schwächeren Notierungen, zumal ARBA über den Erwartungen liegende Ergebnisse veröffentlich hat.

Einzige Erklärung für mich: sell on good news.

Grüße Er

[CrazyBroker]

67% sequentielles Wachstum reichen den Ami´s nicht!
Letztes Quartal als c1 von 100% auf 80% abgefallen ist wurde c1 fallen gelassen, jetzt Ariba von 100% auf 67%, ohje!
Die Erwartungen sind einfach zu hoch und das Umfeld zu schlecht. Wenn morgen c1 ein stärkeres Wachstum hinlegt wird Ariba geschlachtet und die Chancen für c1 stehen gut:
1. Die Erwartungen sind nicht mehr so hoch
2. c1 braucht für 100% "nur" knapp 65Mio. mehr Umsatz

Kleine Rechnung
Die Einnahmen aus den Transaktionen betrug letztes Quartal 7 Mio.$.
Gehe ich davon aus, das davon ca. 1Mio im April, 2,5Mio. im Mai und 3,5Mio. im Juni angefallen sind, müßten diese Plattformen mindestens 3*3,5Mio.$=10,5Mio$ im abgelaufenen Quartal gebracht haben. Die neuen Plattformen dürften sich ähnlich den anderen entwickelt haben =7Mio.$, d.h. der Umsatz aus Transaktionen läge diese Quartal bei ca. 17,5Mio.$!!!!
65Mio.$-17Mio.$=48Mio.$ die als zusätzlicher Umsatz erwirtschaftet werden mußten. Rechnen wir mal noch einmal 5Mio. ab, die vieleicht von Appnet stammen, so bleibt ein Rest von 43Mio.$.
Ohne Transaktionen hatte c1 einen Unmsatz von 65Mio.-7Mio.=58Mio$ im letzten Quartal, ich glaube es waren sogar noch 2Mio. weniger, habe keine Lust nach zu schauen.
(43Mio./58Mio.)*100%=75%

So, wenn meine Rechnung stimmt, dann braucht c1 "nur" 75% Umsatz mehr gemacht haben um tatsächlich ein Umsatzplus von 100% vorweisen zu können.

Ich bin mal gespannt auf Eure Kommentare.

Bye Hansi

[SteffenP]

@Andy:
MF-Board?

[DimStar]

Ich halte die Zahlen von Ariba auch für stark. Die Analystenerwartungen lagen bei 100 Mio $ Umsatz und eps von -0,05 $. Selbst die Flüsterumsatzschätzungen von 130 Mio $ haben sie übertroffen und das, obwohl sie die DSOs (Tage der ausstehenden Forderungen) senken konnten. Ein Analyst erwartete allerdings auch mindestens wieder einen Anstieg der Anzahlungen um 70 Mio $. Es wurden nur 45 Mio $. Hier denke ich, daß die Erwartungen wirklich zu hoch waren. Interessant wird auch die Bekanntgabe der network revenues (wiederkehrende Einnahmen), die wohl im conference call mitgeteilt werden. mal hören.

bis nachher

[DimStar]

Artikos, Grupo Posadas Sign B2B Deal

WEDNESDAY, OCTOBER 18, 2000 4:18:00 PM EST
MEXICO CITY, Oct. 18 (Reforma/Infolatina)-- Leading Mexican hotel company Grupo Posadas, led by Gaston Azcarraga Andrade, has signed a deal with Artikos, Latin America`s top digital business exchange network, that will see the two companies develop a business-to-business e- commerce portal, Reforma business columnist Dario Celis Estrada reported. Artikos, headed by Edgardo del Rincon, is a joint venture between Banamex and Commerce One.



Copyright Infolatina, all rights reserved.

http://www2.marketwatch.com/news/article.asp?doctype=2005&va…

[DimStar]

ich habe diese übertragung bis jetzt nicht nicht hören können. mir ist noch der anstieg der service-einnahmen von nur 16 % aufgefallen. das könnte darauf hindeuten, daß Ariba mit ihren Kapazitäten kaum nachkommt und viele Implementierungen an Partner abgibt. Ein Problem beim C1-release könnte heute werden, daß die Forderungen von Appnet voll bilanziert werden und demgegenüber Anzahlungen bei einer Servicefirma nicht vorhanden sind. Ich habe heute gesehen, wie die Aktie von Tumbleweed um 50 % gefallen ist, weil die Forderungen zu stark gestiegen waren und die Anleger davon ausgehen, daß TMWD Umsätze verfrüht bucht. Lt. CEO war dafür aber auch nur eine Akquisition verantwortlich. Ich denke aber schon, daß die Analysten die Zusammenhänge verstehen werden. Warscheinlich werfen die Zocker den Wert aber wieder weg.

[Eboerse]

Steffen
MF-Board= The Motley Fool
Findest Du über das Yahoo-Board
oder direkt,
http://boards.fool.com/Messages.asp?bid=102528

Gruß
eboerse

[RolfBraun]

@AndyBusch:

Ich finde es geradezu BEÄNGSTIGEND, daß das erreichen des Break-Even bei Ariba anscheinend vom Markt überhaupt nicht "gewürdigt" wird.
Das spricht für die abgedrehte Marktsituation in den USA, alles was nicht mindestens dreitstellige Umsatzzuwächse verbuchen kann wird gnadenlos abgestraft, auch wenn ein sehr passabler Gewinn unter´m Strich steht.

Merkt Ihr was? -----> Wir erleben gerade das Gegenteil des Bullmarktes - die Übertreibung ins Negative!
Stimmt mich positiv, dann ist die beste Zeit der Bären fast vorbei.

-Rolf-

[CrazyBroker]

Guten Morgen,

ich bin eigentlich überascht, keine Reaktion auf meiner Beispielrechnung zu finden.
Sind meine Vorstellungen so absurt?

Bye Hansi

[RolfBraun]

@Crazy:

Nein, eben nicht absurd! Aber ich muss mir die Zahlen noch einmal genauer anschauen.

-Rolf-

[MUBARAK]

guten tag,

mal was anderes: habe ich eigentlich irendwo die möglichkeit, beliebige tagescharts aufzurufen? ich fänd es mal interessant, die intraday-charts mehrer tage übereinanderzulegen, um vielleicht gewisse regelmäßigkeiten im tagesverlauf einer aktiezu finden.
weiß da jemand was?

beste grüsse

karsten

[CrazyBroker]

Ergänzung zu meiner Beispielrechnung:

Diesmal mit den richtigen Zahlen!

63Mio.-17Mio=46Mio. ( von mir erwartete Transaktionserlöse abrechnen )
46Mio.-5Mio.=41Mio. ( Appnet abgerechnet )

Ohne Transaktionserlöse lag der Umsatz letztes Quartal bei 63Mio.-7Mio.=56Mio.

(41Mio./56Mio)*100%=73,2% !!!!!!

Also, noch ein wenig weniger als vorher (75%)

Rechnen wir noch mal weiter, wieviel brauchne wir um die 67% Umsatzsteigerung von Ariba zu erreichen?
63Mio*67%=42,21Mio
42,21Mio.-17Mio. aus Transaktionserlöse=25,21Mio.
(25,1Mio/56Mio.)*100%=45% Umsatzsteigerung

So, das müßte jetzt stimmen. Wir brauchen als gerade einmal 45%!


Sagt mir, das ich einen Gedankenfehler habe, sonst nehme ich gleich noch einen Kredit auf.

Bye Hansi

[El-Matador]

Hallo Freunde,

sehr geiler Thread hier....Kompliment an alle; als stiller Leser melde ich mich auch nur mal kurz zu Wort: ich schätze, daß die Würfel wirklich erstmal fallen müssen.
Heute werden wir wahrscheinlich keine tollen Bewegungen sehen...eher werden wir von der generellen Nasdaq -Laune mitgezogen...

Sehr gespannt
El-Matador

[SteffenP]

Thursday October 19, 8:03 am Eastern Time
Press Release
SOURCE: Ariba, Inc.
Ariba Announces Japanese Joint Venture With SOFTBANK GROUP
Ariba`s Leadership in Japan Is Extended With First Japanese B2B eCommerce Joint Venture
MOUNTAIN VIEW, Calif., Oct. 19 /PRNewswire/ --Ariba, Inc. (Nasdaq: ARBA - news), the leading business-to-business (B2B) eCommerce platform and network services provider today announced a joint venture with SOFTBANK CORP. and SOFTBANK E-COMMERCE CORP., a wholly owned subsidiary of SOFTBANK CORP. (Tokyo Stock Exchange 9984).

Under the terms of the agreement, SOFTBANK Group will take a significant equity position in Nihon Ariba KK with certain revenue commitments over the next three years. Building on Ariba`s success, Nihon Ariba KK will distribute the complete Ariba (r) B2B Commerce Platform including Ariba Buyer, Ariba Marketplace, Ariba Dynamic Trade, and Ariba Sourcing as well as extend the Ariba Commerce Services Network (Ariba CSN) to the Japanese market.

In addition, SOFTBANK has selected the Ariba B2B Commerce Platform for four major strategic projects:


-- SOFTBANK plans to use the Ariba B2B Commerce Platform to develop a
private exchange to better manage its internal procurement and gain
global economies of scale;
-- SOFTBANK plans to create a horizontal public marketplace to provide
opportunities to fully automate the eCommerce needs of its 450
portfolio companies;
-- SOFTBANK plans to establish 10 vertical exchanges in the Japanese
market that will serve major Japanese industries.
-- SOFTBANK, in partnership with Ariba, plans to create a network of
commerce services specifically designed for the Japanese market.


``The Japanese eCommerce market is on the verge of taking off, and this joint venture brings together the largest B2B eCommerce companies in Japan and the US to establish the defacto standard for B2B eCommerce in Japan,`` said Larry Mueller, president and COO of Ariba. ``Ariba and SOFTBANK, with its extensive portfolio of companies, solid business relationships, and market leadership in the Japanese technology distribution arena, will lead the B2B revolution in Japan by optimizing the effectiveness of procurement operations of Japanese companies and globalizing their access to suppliers and potential points of sale.``

The investment by SOFTBANK in Tokyo-based Nihon Ariba KK is critical to achieving Ariba`s rapid growth goals in Japan-the second largest global economy. The Japanese eCommerce market was estimated at $190 billion dollars in 2000 and is projected to expand to a total value of $680 billion dollars by 2003 (Japan-U.S. Electronic Commerce Market Survey, Ministry of International Trade and Industry, 1999).

``Ariba is the clear global B2B leader with its proven execution, best-of-breed B2B eCommerce solutions, and blue chip customer base,`` said Masayoshi Son, president and CEO of SOFTBANK CORP. ``This is the first B2B venture of its kind in Japan which will jump start Ariba`s technology adoption in this market. We are confident that we can duplicate Ariba`s success in Japan.``

The Ariba B2B Commerce Platform, including Ariba Buyer, Ariba Marketplace, Ariba Dynamic Trade, and Ariba CSN, helps companies realize greater economies of scale and commerce process efficiencies, resulting in lower costs and competitive advantage.

All Ariba B2B Commerce Platform customers have instant access to over 30,000 suppliers worldwide through the Ariba CSN allowing for transparent collaboration between buyers and suppliers. Ariba CSN is Ariba`s network infrastructure for delivering commerce services to companies in the B2B ecosystem. These open services extend and redefine interaction and collaboration between B2B trading partners globally and include directory and registration services, transaction management, catalog services, content delivery and discovery services, financial services, sourcing services, and logistics and supply chain management.

About SOFTBANK

The SOFTBANK family of Group companies is contributing to the development of Internet business around the world, as demonstrated by the following partial list of SOFTBANK and its subsidiaries in the U.S., Japan and Asia. SOFTBANK CORP. (http://www.softbank.co.jp; Tokyo Stock Exchange: 9984 http://www.sbfinance.co.jp/English/ir/kabuka_e.html) is one of the world`s Internet leaders. Through its ownership positions in more than 450 Internet companies and its unique, global approach to building Internet enterprises, it is able to realize unprecedented synergies among its group of companies. In the U.S., SOFTBANK is the largest shareholder in leading Internet companies including Yahoo! (http://www.yahoo.com/) and E*TRADE (http://www.etrade.com/). In Japan, SOFTBANK`s activities encompass online financial services, e-commerce, online media and marketing services, e-business solutions, and joint ventures with industry leaders including Microsoft (http://www.microsoft.com/), Cisco (http://www.cisco.com/), Yahoo!, and The National Association of Security Dealers (NASD) (http://www.nasd.com/). SOFTBANK has established Internet joint ventures with Vivendi (http://www.vivendi.com/) in Europe and with News Corp. (http://www.newscorp.com/) in the U.K., India, Australia, and New Zealand; is building Internet ventures in Greater China, Latin America, and Korea; and is joining with the World Bank to help bridge the digital divide in emerging markets worldwide.

About Ariba, Inc.

Ariba, Inc. is the leading business-to-business (B2B) eCommerce platform provider. Through the Ariba B2B Commerce Platform - an open, end-to-end infrastructure of interoperable software solutions and hosted Web-based commerce services - the company enables efficient online trade, integration and collaboration between B2B marketplaces, buyers, suppliers and commerce service providers. The global reach and best-of-breed functionality of the Ariba B2B Commerce Platform create Internet-driven economies of scale and process efficiencies for leading companies around the world. Ariba can be contacted in the U.S. at 650-930-6200 or at www.ariba.com.

NOTE: Ariba and the Ariba logo are registered trademarks of Ariba, Inc. in the United States and in other countries. Ariba B2B Commerce Platform, Ariba Buyer, Ariba Marketplace, Ariba Dynamic Trade and Ariba Commerce Services Network are trademarks of Ariba Inc. All other trademarks are property of their respective owners.

SAFE HARBOR STATEMENT:

Information in this release may involve expectations, beliefs, plans, intentions or strategies regarding the future. These forward-looking statements involve risks and uncertainties. All forward-looking statements included in this release are based upon information available to Ariba as of the date of the release, and we assume no obligation to update any such forward-looking statement. The statements in this release are not guarantees of future performance and actual results could differ materially from our current expectations. Numerous factors could cause or contribute to such differences. Some of the factors and risks associated with Ariba`s business are discussed in its registration statement on Form S-1 declared effective by the Securities and Exchange Commission (``SEC``) on June 22, 1999, and in the other reports filed by it from time to time with the SEC. Some of the factors and risks associated with Ariba`s business are discussed in its Annual Report on Form 10K, Quarterly reports on Form 10-Q, and in the other reports filed by it from time to time with the SEC.

[RolfBraun]

@Mubarak:

www.freerealtime.com (Registrierung kostenlos) max. 10-Tageschart anklicken.

@Steffen:

Mist, ARBA wins this time.

-Rolf-

[SteffenP]

With Paul Commins (TMF Buster)
October 19, 2000

Business-to-business (B2B) services company Ariba (Nasdaq: ARBA) last night became the first Internet B2B company to report a breakeven quarter. The company, which has received a lot of attention from our Rule Breaker Portfolio team, is one of the early leaders in the sector. Paul Commins (TMF Buster) sat down with CEO Keith Krach last night after the company`s after-hours earnings report.

TMF: Congratulations on another strong quarter and thanks for the opportunity to talk about it. Can I just launch into some questions for you?

Keith Krach: Go for it.

TMF: Today`s results, as you guys said in the conference call, continue the pattern of execution and financial strength that has been the key to your early lead. Positive cash flow from deferred revenue, first to break even on earnings, and highly valued stock price all give you a big advantage when it comes to future growth. Looking forward, can you give us any short-term or long-term perspective on how you might wield this advantage?

Krach: Well, I think the number one thing is to invest it back into the customer. I showed a chart at our last company meeting where I said that everything starts with customer satisfaction. That leads to customer loyalty. That leads to our acceleration in market share. That leads to our growth in revenue. That leads to these 12 quarters in a row of positive cash flow. That also leads to a high capitalization. And then we`re coming back and we`re re-investing that back in the customer.

But I really believe that its does start with that customer. It all drives from there. It`s really important that we have the whole company aligned on that. I really think that`s the key thing. We`re stepping on the gas in every one of our key areas, whether it`s sales, product development, building infrastructure and all that. And then, you know, we also made a strategic decision to grow more than just organically. We`ve done the three acquisitions in the past.

Ninety percent of what we`re going to do will be in a partnering environment. We see literally hundreds -- perhaps even thousands -- of commerce services.
TMF: Yeah, that`s the interesting thing to me. You`ve done the big three acquisitions, but, increasingly, you`re looking more toward partnerships. Looking at the merger and acquisition front, obviously, you can`t give me any specifics, but I`ll try to summarize what I think you`re saying and you can tell me if it`s fair. Any future mergers and acquisitions you do would be aligned toward providing more of the commerce services that your customers are demanding. Is that fair?

Krach: Yeah, exactly. But I also think that, in that area, 90% of what we`re gonna do will be in a partnering environment. We see literally hundreds -- perhaps even thousands -- of commerce services. It really became clear to me at our user conference down in Miami. This big ecosystem, this big Ariba economy, in terms of all these different partners, all these commerce service providers, all these suppliers, all these integrators, the ASPs, this is really what is driving the momentum of our business.

TMF: It reminds me of some reading I`ve done on Microsoft (Nasdaq: MSFT) where much of their success has come from a focus on partnering to create a large Microsoft-based value chain. They may pick up, you know, only 4% of it, but because the value chain has become so huge, this turns out to be a lot of money.

Krach: Absolutely. We kind of call it the net gravity pull. The more partners you have, it creates a denser mass, creates a stronger gravitation.

TMF: I was struck by your comment during the conference call that you want to make the Ariba platform the "operating system for B2B." In this context, how important are the UDDI [universal description, discovery, and integration] standards that came out recently? I guess this is really two questions: One, is this really the big story for the quarter? And, two, what`s the competitive environment here. I assume Commerce One (Nasdaq: CMRC), Oracle (Nasdaq: ORCL), etc. are pushing their own, alternative standards?

Krach: Well, the beauty is that UDII turbo-charges the entire industry. Now, we`re driving this standard, along with IBM (NYSE: IBM) and Microsoft, but Commerce One, SAP (NYSE: SAP), Andersen Consulting, Intel (Nasdaq: INTC), Dell (Nasdaq: DELL), WebMethods (Nasdaq: WEBM), everybody have endorsed it. Actually, the only one that hasn`t is Oracle. We asked them if they wanted to do that, but nobody there seemed to be able to make a decision. They couldn`t get ahold of Larry Ellison in time.

TMF: Maybe it`s an odd comparison, but I`m still thinking Microsoft and the way they became the standard operating system for PCs in the way that you`re trying to become the standard platform for B2B. Clearly, Microsoft proved that the technical side isn`t everything, but, turning to the technical side for a moment, I read in various places that you`re having trouble integrating two of your acquisitions, TradeMatrix and Trading Dynamics. Is this still a thorny issue?

Krach: No, not really. We`re doing very well in terms of the integration and having one common platform. I think that it`s given us a big advantage out there. That`s why were accelerating our market share growth in terms of the marketplaces. Trading Dynamics is proving to be totally undisputed in terms of world-class technology from an auction standpoint. I think our technology advantage is a big advantage in terms of building this network effect, this ecosystem. But, we bring more, now, than just technology to our customers. We`re bringing all these suppliers, all these commerce service providers. That`s a big part of the equation now.

I think we`re out-executing [Commerce One] in the marketplace segment.


TMF: Turning to network revenues, I think this topic is the source of much confusion in our community. This quarter you increased these from $16 million to $20 million, sequentially. In listening to last quarter`s conference call, my takeaway was that the bulk of these came from revenue-sharing agreements with commerce services providers, especially American Express (NYSE: AXP) and VeriSign (Nasdaq: VRSN) for secure payments and Descartes for logistics. That was really the dominant piece.

Krach: Right, and a big part of it is also from subscription to the overall network, as well.

TMF: These don`t go under "license revenue," they go under "network revenue"?

Krach: Yes.

TMF: Is anybody else stepping up besides the three I just mentioned? Any of the escrow or leasing partners? Anything beyond payment and shipping starting to look like the next big area in commerce services revenue sharing?

Krach: We`re seeing some things in the sourcing area that are pretty significant. We`re also seeing some things in terms of design collaboration and 3-D visualization, but those are just beginning. We`re just at the tip of the iceberg on this stuff.

TMF: That design collaboration stuff, is that coming mostly through i2 Technologies (Nasdaq: ITWO), or are you selling your own application software for this?

Krach: Well, no, it`s really a combination of partners: clearly i2, clearly MatrixOne (Nasdaq: MONE), Alventa, Agile (Nasdaq: AGIL) -- there are a whole bunch of them.

TMF: But it`s fair to say that, for this quarter, secure payment systems and logistics were the big driver for this quarter`s $20 million in commerce services revenue?

Krach: Yeah, primarily.

TMF: Now I have kind of a dumb-guy question for you. A lot of our community is confused by "sourcing" and I haven`t been able to help much. Can you explain exactly what "sourcing" means and how it is that you make money from providing this service?

Krach: Sourcing is if a buyer wants to buy some particular good or service -- and it can be very specific from a commodity standpoint -- not only would sourcing help bring lots of suppliers to that buyer, but also, most importantly, it would automate the request for quote or proposal (RFQ/RFP) process across the Internet. Makes it very efficient. This lends itself very well to reverse auctions.

For example, I was down at Bristol-Myers (NYSE: BMY) a few weeks ago. You know they were one of our early customers. I think they`ve been deployed for, like, 30,000 seats. They used the sourcing solution that we provide to actually buy a major injection molding machine that traditionally would cost them -- I could have these numbers wrong but they`re in the ballpark -- $1.4 million and they were able to get it for roughly $800,000. They were really impressed by the savings they got because they used that reverse auction technology.

TMF: A final piece of network revenues is transaction fees, in the simplest sense. I think that this is what a lot of people think of when they read about network revenues -- sales commissions. Are these important to your model, or are they really a small piece relative to the vision of value-added commerce services?

Krach: Well, what we don`t do is we don`t charge suppliers for just the normal transaction. One of the reasons is because we don`t think we provide a lot of value there, because buyers and suppliers have been doing business for, you know, many, many years. There`s gotta be a real value added there whether it is in the logistics or payment or sourcing or collaboration area. Now, if we bring a new buyer to a supplier, we have some agreements along those lines, but that`s a small piece of it.

Also from many of these marketplaces, we get a percentage of what that top-level spend is and that`s how we get compensated. And that`s just beginning now, as these marketplaces are beginning to come live, to pick up volume.

TMF: That leads to the next question. Turning to license revenues, I`ve noticed in some of your SEC documents that you charge for server capacity licenses. I`m trying to understand how these work. For Ariba Buyer, anyway, it seems like these licenses are based on how many transactions the customer, um...

Krach: Right, it`s actually officially the number of line items, capacity.

TMF: Is this software licensing model unique to Ariba? I guess here`s how I see it and you can tell me if I`m on target: It builds some transaction fees into license revenue, regardless of whether you actually generate any marketplace fees or not, if people are plugging into marketplaces through Ariba Buyer. Is that unique to you? Is it a key competitive advantage?

Krach: I think it`s fairly unique. Where it came from was from one of our early customer advisory councils where we asked our customers and prospective customers how should we price the product. And, one thing that was clear. They said: "We want this on everybody`s desktop, number one, so don`t base it on number of seats or anything like that. It`s gotta be a value-based price." So that a VISA, which is smaller than a Federal Express (NYSE: FDX), can get it for a lower price. So the surrogate that these guys recommended was the number of line-items of transactions on an annual basis. And that`s proved to be a very successful model for us.

TMF: In a sense, it gives you almost a commission fee, really, if you think about it from a marketplace standpoint.

Krach: But they pay it up front.

TMF: But if they go over a certain level...

Krach: Yeah, then they come back and buy more capacity.

TMF: I`ve got one last big one for you. Probably the biggest topic of B2B conversation in our community is the big Ariba versus Commerce One battle. Many people characterize it as software sales, Ariba, versus commission revenue from marketplace ownership, Commerce One. But it`s not clear to me that this is really the case. Can you help us understand in plain English, without all the B2B jargon, what the key differences are between the two companies` revenue models?

Krach: Well, I think we`re out-executing them in the marketplace segment. For our marketplace customers, we get a percentage of revenues just like they do. So the question is who can get marketplaces up and running and who can win the most customers, and that`s where we`re really winning, because we`ve really accelerated our market share.

You look at a lot of their early customers like MCI WorldCom (Nasdaq: WCOM) -- I think one of their first customers and an equity investor in Commerce One -- they have totally standardized and rolled out on Ariba now. Same with Sabre (NYSE: TSG). Same with Pfizer (NYSE: PFE). So, I think it really boils down to that execution side. That`s why we`re winning.

TMF: So all the emphasis on differences in the revenue models is probably an over-emphasis? It`s more a question of execution?

Krach: Yeah. Well, one of the things that they`re trying to do is charge suppliers for transactions, and that`s going over like a lead balloon. That hinders liquidity.

TMF: Thanks for your time. I really appreciate the chance to talk.

Krach: Paul, my pleasure. All the best.


Sollten wir später kommentieren!!

Gruß Steffen

[SteffenP]

Thursday October 19, 3:32 pm Eastern Time
Ariba shares gain as analysts raise estimates
PALO ALTO, Calif., Oct 19 (Reuters) - Shares of Ariba Inc. (NasdaqNM:ARBA - news) erased morning losses and crept into positive territory in late trading Thursday after analysts raised estimates going forward amid some concern about future growth.

Stock of Ariba, the leading business-to-business eCommerce platform and network services provider, was up $2-7/16 to $129-1/2, recovering from a morning sell-off that had taken $7 off its share price.

Mountain View, Calif.-based Ariba on Wednesday said its fourth-quarter loss, excluding nonoperating charges, was $1.1 million, or nil per share. The results soundly beat a consensus of analyst forecasts predicting a loss of 5 cents per share, according to First Call/Thomson Financial.

While several analysts raised future earnings forecasts and praised the company`s performance, two issued reports that included cautious warnings.

``Although the quarter was very strong, there are some creeping concerns at Ariba,`` wrote Melissa Eisenstat, an analyst at CIBC World Markets, who raised her fiscal 2001 earnings per share estimate from a loss of 10 cents to a profit of 20 cents a share.

Eisenstat cautioned that Ariba`s e-commerce initiatives with competitors i2 Technologies Inc. (NasdaqNM:ITWO - news) and IBM (NYSE:IBM - news) appear to be on ``shaky ground``.

She also said a more modest growth of network revenue, which is derived from Ariba customers` transaction fees, is ``a little disconcerting with so many new markets on line.``

Merrill Lynch Global Securities Analyst Chris Shilakes on Thursday reiterated his buy recommendation on Ariba stock and raised his fiscal year 2001 estimate from 7 cents a share to 18 cents, but he led his report with a note of caution.

``Expect Ariba to be weak near term but maintain its premium valuation as the company vies for the title of fastest growing software company in history,`` Shilakes wrote.

Analysts at J.P. Morgan Securities Inc. and Epoch Partners Inc. issued all-positive reports on Thursday.

Ariba revenues grew 687 percent to $134.9 million from $17.1 million in the fourth quarter of 1999.

The company`s fiscal 2000 net loss widened to $792.8 million, or $4.10 per diluted share, from $29.3 million, or 42 cents per diluted share, during fiscal 1999, as the company booked acquisition costs and charges related to exercised stock options.

Elsewhere on Thursday, shares of Merrill Lynch`s B2B Internet Holdrs, a group of Internet e-commerce stocks that trades as a single security under the symbol BHH on the American Stock Exchange, were up $1-13/16 at $39. Ariba competitors i2 and Commerce One (NasdaqNM:CMRC - news) were trading higher.

Und deshalb in Ergänzung noch ein Ausschnitt von FoolsCom:


...It`s also important to track the revenue mix. In the previous quarter, Ariba`s blend was 66% license versus 19% network. Likewise, Commerce One licenses were 65% of total revenues, while services were 35%. But for the first time, Commerce One indicated that over $7 million of service revenues came from revenue sharing of live exchanges, an increase from less than $1 million in the previous quarter. No doubt, this number will increase substantially in coming quarters and represent a large portion of Commerce One`s revenue mix. Look for how much revenue was generated from live exchanges

[SteffenP]

Related Quotes
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+167.96
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+247.04
+54.32
+46.63



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Thursday October 19 4:42 PM ET
Commerce One Quarter Loss Narrower Than Forecast

PLEASANTON, Calif. (Reuters) - Commerce One (NasdaqNM:CMRC - news), which makes software that links buyers and sellers in Internet trading communities, on Thursday said its third-quarter loss was smaller than analysts expected.

The company posted a net operating loss of $14.7 million or 9 cents per share, compared with an net operating loss of $10.3 million or 7 cents per share in the year-ago period. Those results excluded interest, income tax and acquisition-related costs.

The latest results beat Wall Street`s consensus forecast for a third-quarter loss of 12 cents per share, according to First Call/Thomson Financial.

Revenues rose to $112.7 million from $10.4 million in the year-ago quarter.

Commerce One`s third-quarter net loss was $60.6 million or 37 cents per share, compared with $10.4 million or 7 cents per share during the same period a year ago.


Wunderbar!

[sevruga]

hallo steffenP,
ich bin schon fett mit fag, äääh ich meine c1 eingedeckt, aber ich hoffe, dass es noch mal richtig runtergeht um noch nachzukaufen...
grüsse sarah

[El-Matador]

10/19/2000 1:16pm

COMMERCE ONE INITIATED WITH `BUY` RECOMMENDATION AT RAYMOND JAMES -


Stay long, longer, länger geht´s gar net mehr...
el-Matador

[SteffenP]

@sarah

Wg. FAG: Längst vergessen!!

Heute bei C1 - "Morgen" bei FAG

Jede Börsenweisheit trifft irgendwann einmal zu und heute freue ich mich!

Tierisch!!


C1: very strong buy

Und FAG wird auch laufen!

[sevruga]

@steffen: danke! trotzdem noch mal sorry.
n8 s.

[Nix Wasa]

!

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

[SteffenP]

Moin, moin @all

Zurück zur Sachlichkeit:

Commerce One racks up strong quarter
October 20, 2000 12:00 AM PT
by Adam Feuerstein

If Ariba (ARBA) set the earnings bar high Wednesday, Commerce One (CMRC) strapped on the rocket pack and met the challenge.

The b-to-b software provider posted a narrower-than-expected loss on surging revenues, enough to push profitability estimates up two quarters to the second quarter of 2001.


Commerce One posted a net loss of $14.7 million, or 9 cents per share, excluding special charges. Wall Street consensus estimates called for the company to lose 12 cents per share, according to First Call/Thomson Financial.


Revenue came in at $112.7 million during the third quarter, an 80 percent jump over the previous quarter.


Strong sequential growth


Rival Ariba posted sequential revenue growth of 67 percent (see ""Ariba is the first b-to-b to break even)," but the Commerce One figure is bolstered by revenue from AppNet, the consulting firm it acquired at the end of the quarter. Minus the 17 days of AppNet revenue totaling $12.2 million, Commerce One posted 60 percent sequential revenue growth, well within striking reach of Ariba.


Commerce One was also able to bolster the subscription and transaction fees it gets from the marketplaces it powers, an important barometer of how well its marketplaces are operating. This so-called network service revenue rose to $10.1 million in the third quarter, up 44 percent from last quarter.


Several analysts were expecting network service revenue to hit the $9 million range.


"It was a really good quarter," said Jon Ekoniak, analyst with U.S. Bancorp Piper Jaffray. "Ariba is still ahead in terms of overall revenue, but Commerce One is not letting them widen the gap too much."


Investors cheered the news. Commerce One closed up 8 percent, to $63.88, on Thursday before the earnings announcement. The stock then surged more than $10 per share, or 18 percent, to $69.90 in after-hours trading.


Touts strategy


Commerce One executives used their conference call with analysts to champion their online marketplace strategy, which includes its strategic partnership with SAP (SAP). The company added 96 new customers during the quarter, pushing its total customer count to 316.


"We believe we have established the dominant position in the e-marketplace sector," said CEO Mark Hoffman, using a raft of statistics to make his point.


Commerce One now powers 107 b-to-b marketplaces, spanning the globe and all major industries. The way Hoffman figures it, Commerce One now has 60 percent market share in the top industrial verticals, including technology, energy, automotive, aerospace and forest/paper products.


"We are winning market dominance in key vertical industries because of our ability to build large e-marketplaces with the leading companies in these industries," said Hoffman in an interview after the conference call.


"Then we use the marketplace to drive our applications to all the buyers and suppliers in the vertical industry. That is a very powerful way to attack because it allows you to gain dominant market share," he added.


The strategy is certainly helping Commerce One gain traction overseas. The company said 45 percent of third-quarter revenue was generated overseas, compared to Ariba`s 20 percent.


Dissing Ariba


And speaking of Ariba, Hoffman and his crew didn`t hesitate to diss their b-to-b rival, just like Ariba executives did the day before.


Hoffman got things started by stating his belief that the "Alliance" -- the Ariba, i2 Technologies (ITWO) and IBM (IBM) partnership -- was only winning "B" marketplace deals.


Then Chief Strategy Officer Chuck Donchess made a point to say how well Commerce One was working with i2 on a joint customer -- German industrial giant Siemens. Last week, Siemens chose i2 and Commerce One to help on an e-business venture, leaving Ariba out of the picture.


During Ariba`s analyst conference call Wednesday, Ariba President Larry Mueller called the SAP-Commerce One relationship an example of two weak companies coming together.


"Well, that`s better than a too-weak alliance," replied Donchess.


Im letzten Satz könnte auch ein Schreibfehler stecken: too-weak oder two week alliance........


Das wird ein herrlicher "Spätherbst"

[fatcartman]

was meint ihr leute wann währe heute der künstigste Zeitpunkt
wenn man mal kurzfristig zu verkaufen, um tiefer wieder einzusteigen
denke das es heute am Anfang der nasdaq nochmal kurz hoch geht aber es dann zu gewinnmitnahmen kommt.
da 15% an einem Tag die amis wieder überreagieren läßt

[RolfBraun]

Moin Steffen,

da hat Mark Hoffman ja kräftig auf den Putz gehauen!

hehehe...

Wetten daß bis Ende nächster Woche mindestens 4 Analysten von "buy" auf "Strong Buy" heraufstufen.
Das könnte CMRC den richtigen Drive geben!

-Rolf-

[JimFarmer]

Hallo allezusammen,

@SteffenP

... ist kein schreibfehler sondern ein wortspiel ;o)

Jim Farmer

[SteffenP]

Für Interessierte:

http://www.on24.com/index.html?id=41760&type=av&ref=bizwire

Kurzbeitrag zu C1 earnings mit Hinweis für Investoren, daß die Network Revenues z.Z. keine ausreichende Basis darstellen und weitere Steigerungen gerade in diesem Bereich erst bewiesen werden müssen....

Sehr kritisch!

[SteffenP]

Und hier ein link zum Interview mit M.Hoffman(Radio), wo er eine Usatzerwartung vo 170 bis 175Mil.$ für Q4 2000 prognostiziert

175/113 = ca. 50 bis 55% Steigerung

[SteffenP]

http://www.on24.com/vuwindow/scripts/vuwin.asp?id=41755&type…

So jetzt aber...

[SteffenP]

Commerce One`s Q3: Making Markets


By Mark Verbeck
Senior Analyst
Tim Madda
Associate Analyst

Summary Points


Commerce One posted excellent third quarter results and continues to validate demand for B2B infrastructure. The company exceeded our top line estimates by 25%, increased its network revenues by 44% over last quarter, and substantially increased its revenue guidance for the fourth quarter and 2001.


We are revising our estimates for Commerce One. When we initially modeled the combined company in light of AppNet`s close, we assumed modest operational efficiencies. Based on guidance, it appears we were too aggressive. In line with guidance, our EPS for 2001 moves from $0.04 to break-even on increasing revenues.


Commerce One`s execution of its "control the center" strategy was exceptional. The company added 35 marketsites in the quarter bringing its total to 107, of which 47 are up and running. Mega-market sites like Covisint, Pantellos and eHITEX command a sizeable portion of the available spend in their respective industries, giving these Commerce One-powered marketplaces the prominent profile and liquidity necessary for success.


We remain concerned about the ability of these marketplaces to generate significant recurring transaction fees for Commerce One. While Commerce One is clearly winning the marketsite game -- and this is a good business -- we believe real upside in the stock lies in the transaction fee endgame, which is not a foregone conclusion in our opinion.

Making Markets

On October 19, Commerce One reported third-quarter revenues of $112.7 million and EPS before non-operating expenses of ($0.09). Commerce One handily exceeded our top-line estimate of $90.3 million and EPS estimate of ($0.13), guiding the market on break-even in Q201, one quarter ahead of consensus expectations. Revenue growth was solid, increasing 60% sequentially and 970% over the fiscal third quarter of 1999 (excluding results from its recent acquisition of AppNet).

As noted in our report, Commerce One`s strategy in building large, liquid mega-markets requires investor patience. That said, we think the company`s execution on building marketplaces, particularly with the added bandwidth from the AppNet acquisition, is nearing the "proof point" stage and we expect tangible results in coming quarters. We believe that alliances with GE and Sterling Commerce and their legions of electronic data interchange (EDI) suppliers bring powerful liquidity, particularly to direct-materials marketplaces. What we are not sure of is how much these "pennies per kilobyte" customers (EDI customers are billed according to the amount of data they transmit) will be willing to pay to participate in the Commerce One-powered marketplaces.

Commerce One`s network services revenue increased 44% sequentially quarter over quarter from $7 million to $10.1 million. The company continues to gain traction here. Commerce One-specific days sales outstanding (DSOs) came in at 69 days, consistent with prior results. Gross margins remained steady at 65%, and we expect that with the first full quarter of AppNet services included, gross margins will come down to the high 50% range. We have modeled 54% sequential growth for Commerce One`s first full quarter with AppNet revenue.

Revised Commerce One Estimates
4Q00 Fiscal 2001
From To From To
Revenue Change $143.4M $173.0M $735.4M $822.0M
EPS Change ($0.08) ($0.07) $0.04 $0.00

Source: Epoch Partners

Our Tale of the B2B Tape

One cannot mention Ariba or Commerce One without raising a comparison to the other. We have listed some of the metrics we feel are relevant below. In most metrics, Ariba leads Commerce One, including the sticker price. To compare the relative costs of the companies, we exclude services revenue because we feel the large disparity in this category distorts a true comparison.

ARBA Q4 CMRC Q3
$ Change % Change $ Change % Change
($ millions)
Revenues:
Total Growth $54.2 67% $37.8 60%
License Growth 45.5 85% 24.9 61%
Recurring Growth 4.9 32% 3.1 44%
Deferred Revenue Growth 46.0 30% 32.2 52%
Deferred Revenue 199.7 94.5
Deferred Rev. / Next Q License Rev. 177% 121%
NTM Non-Services Revenue Multiple 49x 29x

Upside to Estimates:
Total Revenue $34.9 35% $22.4 25%
License Revenue 33.1 50% 14.7 29%
EPS 0.05 NM 0.04 NM

Next Year`s Upside Guidance:
Total Revenue 207.0 37% 86.6 12%

Breakeven Expectations: 4 quarters earlier 1 quarter earlier

Customers: 435 316
DSOs: 41 69

Source: Epoch Partners

[barti]

Epoch Partners Issues Research Note on Commerce One`s Q3 Results
Commerce One (Nasdaq: CMRC): Making Markets
SAN FRANCISCO, Oct. 20 /PRNewswire/ -- The following is being issued by Epoch Partners, a member of the National Association of Securities Dealers, CRD number 103899:

Epoch Partners, Inc. today issued a Research Note on Commerce One`s Q3 results.

In the Research Note, issued today by Mark Verbeck, Senior Analyst, Software with Epoch Partners, states that Commerce One`s Q3 results are yet another validation of the company`s strategy and the B2B market as a whole. The following are key highlights included in the Research Note, which can be accessed in its full form at the Epoch Web site (www.epoch.com):


-- Commerce One posted excellent third quarter results and continues to
validate demand for B2B infrastructure.
-- Commerce One`s execution of its "control the center" strategy was
exceptional. The company added 35 marketsites in the quarter bringing
its total to 107, of which 47 are up and running.
-- While Commerce One is clearly winning the marketsite game -- and this
is a good business -- we believe real upside in the stock lies in the
transaction fee endgame, which is not a foregone conclusion in our
opinion.


Software Research Coverage

Investors can visit Epoch`s Web site for additional commentary on the software sector, which includes a multimedia software industry overview and research coverage on the following public companies in this sector: Ariba, Inc., Commerce One, Inc., Corio, Inc., Project Software & Development, Inc., and Pivotal Corporation.

Full research coverage on other companies under coverage by Epoch is available for free to investors through the Epoch Web site (www.epoch.com).

Epoch Research

While Epoch`s research does express a clear investment thesis, Epoch does not use traditional Wall Street ratings to express that opinion. The Epoch research platform provides both comprehensive industry analysis as well as in-depth coverage on individual company stocks. In addition to conducting primary research on covered companies, Epoch`s analysts also aggregate, filter and comment on the increasingly large amount of raw information available on stocks today. This research provides investors with a complete and up-to-date viewpoint on a company and its valuation drivers.

About Epoch

Epoch Partners is a technology-enabled investment bank focused on high growth companies and electronically connected institutional and individual investors. Epoch`s unique approach to investment banking includes using technology to provide superior market intelligence to issuers and investors. For issuers, Epoch uses proprietary data to improve the pricing and distribution of securities. For investors, Epoch fuses its investment analysis with relevant third-party information and broadly distributes enhanced investment tools.

Through partnerships with Charles Schwab, Ameritrade and TD Waterhouse, Epoch has exclusive access to a fast growing, electronically connected investor base that consists of more than 10 million accounts. These accounts have combined investable assets of more than one trillion dollars and account for more than fifty percent of all online assets. Epoch`s industry-leading venture capital partners include Benchmark Capital, Kleiner Perkins Caufield & Byers and Trident Capital.

The information contained herein is based on sources believed to be reliable but is neither all inclusive nor guaranteed by Epoch Partners. Opinions, if any, reflect our judgment at this time and are subject to change. Epoch Partners does not undertake to advise of changes in its opinion or the information. Epoch Partners may perform or seek to perform investment banking services for the issuers of securities which are the subject of our Research. Most of the companies Epoch Partners follows are emerging growth companies whose securities typically involve a higher degree of risk and more volatility than the securities of more established companies. The securities discussed in the Epoch Partners Research may be unsuitable for investors depending on their specific investment objectives and financial situation and needs. No report included in the Epoch Partners Research is a recommendation that any particular investor should purchase or sell any particular security in any amount or at all and is not a solicitation of any offer to purchase or sell from or to any particular investor. For additional information that may be available on the securities mentioned, please contact Epoch Partners.

SOURCE: Epoch Partners, Inc.

[SteffenP]

Net exchanges boost Commerce One sales
By Bloomberg News
October 20, 2000, 4:20 a.m. PT
PLEASANTON, Calif.--Commerce One, which helps create online marketplaces, said its third-quarter sales soared more than tenfold, beating expectations and sending the stock up more than 9 percent in after-hours trading.

Revenue surged to $112.7 million from $10.4 million a year earlier. That beat the $85 million average estimate of six analysts polled by First Call/Thomson Financial whose forecasts ranged from $79 million to $92 million.


Commerce One is benefiting as companies and governments move to set up online marketplaces, or exchanges, that businesses hope will help them cut costs as they seek out suppliers, purchase goods, hold auctions and track purchases via the Internet. Company chief executive Mark Hoffman said the company expects to break even next year after becoming profitable in the second-quarter, three months ahead of his previous forecast.

"It`s certainly good news that they expect to break even next year," said Tony Green, an analyst with the Lutheran Brotherhood, which holds 250,000 Commerce One shares in its $10 billion stock portfolio. "They (along with rival Ariba) are really the enablers of the marketplaces. They are the `arms` dealers of the business-to-business exchanges."

The Pleasanton, Calif.-based company reported a loss, including one-time charges, of $60.6 million, or 37 cents a share, compared with a loss of $10.4 million, or 7 cents, a year ago. Excluding non-operating charges, the loss was $14.7 million, or 9 cents a share, compared with a loss of $10.3 million, or 7 cents.

Hoffman said that the rising demand for marketplace software should help the company turn profitable in the second quarter of next year, a quarter ahead of his previous estimates.

He also said in an interview that he expects the company to report fourth-quarter sales of between $173 million and $177 million and a loss before charges of about $13 million to $15 million, or 7 cents a share.

Three analysts polled by First Call/Thomson Financial were forecasting fourth-quarter sales of between $91 million and $160 million, and a loss, excluding charges, of 10 cents.

For all of 2001, he expects the company to break even on revenue of between $800 million and $825 million. Analysts polled by First Call/Thomson Financial were expecting a full-year loss of 11 cents on sales of $638 million.

Commerce One shares rose $4.69 to $63.88 in Nasdaq Stock Market trading. They were recently quoted as high as $69.88 in after-hours trading following release of the company`s results.

While the third-quarter results were better than expected, investors are still going to seek evidence that the exchanges powered by Commerce One are going to generate substantial business once they go online, said Green of the Lutheran Brotherhood.

That`s because many of these exchanges have agreed to pay fees to Commerce One based on the transaction volume that they generate.

"It`s great that they`re selling the software, but we want to see clear evidence that people are really using it," Green said

[Marcus B]

Alles klar das erste Strong Buy nach den Zahlen

MW 07:45 COMMERCE ONE UPGRADED TO `STRONG BUY` FROM `BUY` AT FIRST UNION SECURITIES

[serano]

Also ich sag mal was zu dem was da steht.

These:
What we are not sure of is how much these "pennies per kilobyte" customers (EDI customers are billed according to the amount of data they transmit) will be willing to pay to participate in the Commerce One-powered marketplaces.

Mein Kommentar:
Ich stelle mir die Marktplätze als hoch intergrierte technologische Strukturen vor. Alles hängt mit allem zusammen. Die Strukturen kosten Milliarden, z.B. Covisint.

Wenn C1 im Herzen der Struktur sitzt wie die Spinne im Netz (ich hoffe das stimmt so, vielleicht erklärt das ein Techniker mal näher), dann kann man sie nicht einfach heruasbrechen. Dann wären die Mrd. abzuschreiben. Bevor ein neues System steht, vergeht wertvolle Zeit. Keiner kann sich das leisten.

Daher gehe ich von folgendem aus: einmal mit C1 verheiratet, dann kann die Ehe nur im Streit aufgelöst werden. Also: einmal C1, immer C1, einmal Ariba, immer Ariba. Auflösung nur während der Verlobungszeit möglich, um mal im Bild zu bleiben.

Wenns läuft, dann wird zwar gefeilscht um die pennies, aber es hält.

Dann schaufelt eben der doppelte Durchsatz bei halbem Penny die gleichen Gewinne herein .

Bis dahin dürfte C1 schon Milliardengewinne eingefahren haben, denke ich jedenfalls.
serano.

[Eboerse]

hier noch eine Aufteilung der Earnings.
Und was sehr interessant ist,die Prozentuale Beteiligung Commerce One,s an den jeweiligen Exchanges.
Im PDF Format:
http://media.corporate-ir.net/media_files/NSD/cmrc/presentat…
eboerse

[fatcartman]

jemand ne ahnung wie heute die nasdaq vorraussichtlich eröffnet?
oder wo man es erfahren kann?

[SteffenP]

@eboerse

Dein link verweist auf die C1 Homepage (Pressannouncement 3rd Quarter)

Wenn Du die dort abgebildeten Anteile an Exchanges meinst: Das wäre nur zu schön!! Aber: ich interpretiere das als den Anteil der Exchanges am Weltmarkt also z.B. eHitec beherrscht mit/durch die/den angeschlossenen Firmen(siehe Abb.) 39% eines geschätzten 954 Milliarden Marktes!!?? Oder??



Gruß Steffen


P.S. Habe ich vielleicht die falsche Seite??

[Eboerse]

Steffen
Oh,sorry ich bin wohl immer noch im Freudentaumel.
Sicher,es ist der Anteil am Gesamt Markt.
Gruß
eboerse

[CrazyBroker]

So, bin jetzt auf der Arbeit, die show kann beginnen.

Wie stehten denn die Future?

Bye Hansi

[SteffenP]

B2B software makers flout dot-com downturn
By Melanie Austria Farmer
Staff Writer, CNET News.com
October 20, 2000, 9:20 a.m. PT
While much of the dot-com economy is taking on water, a rising tide is floating a handful of business-to-business boats.

Software makers including Ariba, Commerce One and i2 Technologies easily wowed Wall Street this week after reporting strong financial results and will continue to enjoy soaring sales, booming profits and a hefty list of Fortune 500 customers, analysts say.


Robert Johnson, an analyst at ABN AMRO, said the key to strong performances from these companies is their focus on brick-and-mortar customers.

"This is why the dot-com slowdown is not hitting these guys," he said. "There`s very high (return on investment) on these (software) products. They show quick payback, which is good, especially in an environment that may be slowing."

All three companies posted blowout quarters this week. Commerce One on Thursday rocketed ahead of estimates, fueled by a surge in software revenue. Ariba, which broke even four quarters ahead of schedule, on Wednesday blew past estimates and said sales increased more than 500 percent. And a day earlier, i2 surpassed expectations and reported a leap in software sales.

The three, along with a slew of other technology players, are scrambling to corner a huge slice of the lucrative business-to-business pie. As the latest quarters indicate, software sales are soaring at Ariba, i2 and Commerce One as a growing number of businesses invest in online marketplaces, or trading exchanges, in an effort to cut purchasing costs and simplify the way they traditionally conduct business between their suppliers, customers and partners.

So far, the quarterly numbers suggest that these companies--their eyes on the big guys with the deep pockets--are on the golden path.

In recent research notes, Chase Hambrecht & Quist analyst Ian Morton called Ariba`s fourth-quarter revenue growth "impressive" and upped his expectations for the company, given its growing customer base.

"We believe the current backlog is high, and we maintain our `buy` rating," Morton wrote in notes. "Ariba significantly increased its customer count this quarter, adding a long list of Fortune 500 and e-marketplace accounts as customers."

Ariba added 114 new customers in the quarter, including giants such as Kmart, Target, Pfizer, Honeywell and Bear Stearns. Commerce One and i2 also trumpeted some huge client wins in the quarter, including, respectively, automaker Mitsubishi and German technology heavyweight Siemens.

Given Commerce One`s momentum in the latest quarter, Salomon Smith Barney analyst Gretchen Teagarden raised her earnings per share estimates for the fourth quarter and fiscal 2001. Teagarden said in research notes that demand for Commerce One`s marketplace will continue.

Robertson Stephens analyst Eric Upin, which also raised expectations for Commerce One, said the company gained significant momentum as it signed 96 new deals in the quarter, bringing its customer count up to 316.

"Across the board, Commerce One reported a very solid quarter--in our view, clearly establishing itself as a leading B2B name," Upin wrote in notes.

Analysts see clear skies ahead for the software makers, with only a few challenges to overcome. ABN AMRO`s Johnson said that the challenges include the ability to continue bolstering client bases and capturing recurring revenue from maintenance, shared auctions, services and transaction fees.

Software sales at these companies will be booming for quite a while, he said. "But the biggest worry is that at some point, everyone will have the enabling software, and it`s questionable whether or not the transaction volume (on these marketplaces) is going to offset that," he added.

Still, Johnson reiterated his positive outlook for the sector and said that the industry has a long way to go before hitting turbulence.

[SteffenP]

B2B software makers flout dot-com downturn
By Melanie Austria Farmer
Staff Writer, CNET News.com
October 20, 2000, 9:20 a.m. PT
While much of the dot-com economy is taking on water, a rising tide is floating a handful of business-to-business boats.

Software makers including Ariba, Commerce One and i2 Technologies easily wowed Wall Street this week after reporting strong financial results and will continue to enjoy soaring sales, booming profits and a hefty list of Fortune 500 customers, analysts say.


Robert Johnson, an analyst at ABN AMRO, said the key to strong performances from these companies is their focus on brick-and-mortar customers.

"This is why the dot-com slowdown is not hitting these guys," he said. "There`s very high (return on investment) on these (software) products. They show quick payback, which is good, especially in an environment that may be slowing."

All three companies posted blowout quarters this week. Commerce One on Thursday rocketed ahead of estimates, fueled by a surge in software revenue. Ariba, which broke even four quarters ahead of schedule, on Wednesday blew past estimates and said sales increased more than 500 percent. And a day earlier, i2 surpassed expectations and reported a leap in software sales.

The three, along with a slew of other technology players, are scrambling to corner a huge slice of the lucrative business-to-business pie. As the latest quarters indicate, software sales are soaring at Ariba, i2 and Commerce One as a growing number of businesses invest in online marketplaces, or trading exchanges, in an effort to cut purchasing costs and simplify the way they traditionally conduct business between their suppliers, customers and partners.

So far, the quarterly numbers suggest that these companies--their eyes on the big guys with the deep pockets--are on the golden path.

In recent research notes, Chase Hambrecht & Quist analyst Ian Morton called Ariba`s fourth-quarter revenue growth "impressive" and upped his expectations for the company, given its growing customer base.

"We believe the current backlog is high, and we maintain our `buy` rating," Morton wrote in notes. "Ariba significantly increased its customer count this quarter, adding a long list of Fortune 500 and e-marketplace accounts as customers."

Ariba added 114 new customers in the quarter, including giants such as Kmart, Target, Pfizer, Honeywell and Bear Stearns. Commerce One and i2 also trumpeted some huge client wins in the quarter, including, respectively, automaker Mitsubishi and German technology heavyweight Siemens.

Given Commerce One`s momentum in the latest quarter, Salomon Smith Barney analyst Gretchen Teagarden raised her earnings per share estimates for the fourth quarter and fiscal 2001. Teagarden said in research notes that demand for Commerce One`s marketplace will continue.

Robertson Stephens analyst Eric Upin, which also raised expectations for Commerce One, said the company gained significant momentum as it signed 96 new deals in the quarter, bringing its customer count up to 316.

"Across the board, Commerce One reported a very solid quarter--in our view, clearly establishing itself as a leading B2B name," Upin wrote in notes.

Analysts see clear skies ahead for the software makers, with only a few challenges to overcome. ABN AMRO`s Johnson said that the challenges include the ability to continue bolstering client bases and capturing recurring revenue from maintenance, shared auctions, services and transaction fees.

Software sales at these companies will be booming for quite a while, he said. "But the biggest worry is that at some point, everyone will have the enabling software, and it`s questionable whether or not the transaction volume (on these marketplaces) is going to offset that," he added.

Still, Johnson reiterated his positive outlook for the sector and said that the industry has a long way to go before hitting turbulence.

[DimStar]

@Andy

SAPMarkets & Commerce One

Frequently Asked Questions

August 2000

...

Will the combined solution provide support for the UNIX operating system? If so, when?
Yes, both parties have agreed to do this but a specific timeframe has not yet been determined. We are committed to openness and providing customers the benefits of an integrated solution on their platform of choice.


http://www.sapmarkets.com/index.asp?ct=3&pg=30300101&sn=0

[DimStar]

Commerce One: Quartalszahlen bestätigen unsere Einschätzung

20.10.2000
Aktuelles Urteil: kaufen (unverändert)
Letztes Update: 04.10.2000

Aktueller Kurs: 63,88 USD
Marktkapitalisierung: 12,1 Mrd. USD

KGV 2000/2001: k.A. / 430
KUV 2000/2001: 29,5 / 8,6


Nach Ariba hat nun auch Commerce One die Zahlen für das 3. Quartal gemeldet. Diese Ergebnisse haben für uns klar gezeigt, daß Commerce One auf dem Weg zu einem der führenden B2B-Player der Zukunft weiter voran gekommen ist.

Der Umsatz konnte gegenüber dem Vorjahreszeitraum von 10,4 Mio. USD auf 112,7 Mio. USD gesteigert werden. Dies entspricht einem Wachstum von 987%. Sequentiell ist das Unternehmen mit 80% gewachsen. Das negative operative Ergebnis lag mit minus 14,7 Mio. USD bei nur noch 13% vom Umsatz, während es im Vorquartal noch immerhin 25,6% waren. Auch Commerce One nähert sich damit der Profitabilität. Wir rechnen nun mit dem Break-even für das 2. Quartal 2001. Unter besonders günstigen Bedingungen ist es auch nicht ausgeschlossen, daß dies bereits im laufenden Quartal erfolgen könnte.

Bei der Interpretation der vorgelegten Zahlen darf aber nicht unberücksichtigt bleiben, daß das Wachstum nicht rein organisch zustande kam. Im September hatte Commerce One die Übernahme von Appnet abgeschlossen. Der Dienstleister wurde bereits im Berichtsquartal teilkonsolidiert. Vom Gesamtumsatz gehen ca. 12,2 Mio. USD auf das Konto von Appnet. Im vierten Quartal dürfte es durch die Vollkonsolidierung von Appnet zu einem nochmaligen Umsatzsprung kommen. Wir rechnen daher mit bis zu 200 Mio. USD.

Ein wenig enttäuscht hat uns allerdings das nur bescheidene Wachstum der Umsätze aus Transaktionsgebühren von 7 Mio. USD im Vorquartal auf nunmehr 10 Mio. USD. Dies ist unseres Erachtens auch die Hauptursache dafür, daß sich die Rohertragsmarge sogar ein wenig verschlechtert hat. Den Aufwand für den Vertrieb hat Commerce One wie schon im Vorquartal um ca. 60% und damit langsamer als den Gesamtumsatz gesteigert. Für die Produktentwicklung wurden 28% mehr Mittel aufgewendet. Hier zeichnet sich offenbar ab, daß von der erreichten Basis aus künftig nur noch ein maßvoller Steigerungsbedarf vorhanden ist.

Die Bilanzstruktur ist nicht ganz so glänzend wie bei Ariba, jedoch arbeitet auch Commerce One cash-positiv und verfügt bereits heute über 355 Mio. USD an flüssigen Mitteln. Erfreulich ist auch, daß allein im 3. Quartal 96 neue Kunden gewonnen werden konnten. Damit liegt man mit Ariba (114 neue Kunden) beinahe gleich auf. Insgesamt kann Commerce One nunmehr 316 Kunden vorweisen.



Fazit

Commerce One hat ein großartiges Quartalsergebnis vorgelegt. Das Unternehmen kann weiterhin seine Umsätze von Quartal von Quartal sehr schnell steigern und ist deutlich erkennbar auf dem Weg zur Profitabilität. Dies gilt insbesondere, weil weder die Akquisition von Appnet, noch die Kooperation mit SAP und auch keine nennenswerten Transaktionsgebühren der Megamarktplätze in diese Zahlen einfließen konnten. Wir heben daher unsere Umsatzerwartungen auf 410 Mio. USD für 2000 und auf 1.400 Mio. USD für 2001 an.

Mit der nunmehr erreichten Umsatzgröße, der sich abzeichnenden Profitabilität und insbesondere auch mit der großen Zahl an Neukunden entfallen aus unserer Sicht mehr und mehr die Gründe, die bisher den sehr hohen Bewertungsabschlag zu Ariba erklären konnten. Wir erwarten daher für die Aktie von Commerce One in den nächsten Monaten eine überdurchschnittliche Performance und empfehlen das Papier weiterhin zu kaufen.

Sepp Ludwig Gramann

Der Autor hält Aktien des besprochenen Unternehmens.

© 2000 Performaxx AG

http://www.performaxx.de/index.html?topic=magazin&content=up…

[DimStar]

Bloomberg News

10/20 14:49 Commerce One Reiterated `Strong Buy` at CIBC Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analyst Melissa B. Eisenstat at CIBC World Markets. The price target is $106. More...

10/20 14:22 Commerce One Reiterated `Buy` at Dresdner Kleinwort (Correct) Commerce One Inc. (CMRC US) was reiterated ``buy`` by analyst David M Garrity CFA at Dresdner Kleinwort Benson Securities. The target price is $167 per share. More...

10/20 12:44 Commerce One Inc Reiterated `Strong Buy` at Prudential Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analyst Douglas J Crook at Prudential Securities. The 12-month target price is $90.00 per share. More...

http://quote.bloomberg.com/analytics/bquote.cgi?ticker=CMRC_…

[DimStar]

aus einem update von Salomon Smith Barney:

* Recurring Revenue was approximately $10.1 million for the quarter versus

our estimate of $8.7 million.
* This number is predominately auction and subscription revenue. We
estimate a large portion of this revenue came from GM and north of 75%
resulted from auctions. Additionally, we suspect subscriptions from 5-

10 eMarketplaces contributed to this number.



In etwa so habe ich die Zahlen nach dem CC auch interpretiert. Es scheint, daß immer noch die GMTradeXChange die einzige Plattform ist, die substanzielle Umsätze bereits bucht. Ich stelle mir vor, daß eine Exchange dafür auch erstmal ein operatives Quartal abschließen und als Firma eingetragen sein muß. Der Anteil beträgt lt. CC 5-15 % an den Exchange-Umsätzen.

[Eboerse]

Hallo Bernd Hueskes
(ist mein Arbeitskollege).
Jetzt lese Dir die Threads hier einmal in Ruhe durch.
Nehme Dir einfach die Zeit dafür,es stehen sehr viele gute Postings drin.
Es lohnt sich,und vor allem dann,wenn Du mir Montag erzählst,das Du bei deiner Bank warst und Commerce One geordert hast.
Wenn Du langfristig drin bleibst,ist es recht egal ob Du 60 oder 80 Euro dafür gegeben hast.
Dein Arbeitskolege,
Jörg alias Eboerse

[AndyBusch]

@DimStar: wo du die Informationen alle auftreibst *g*
Ja ich denke, dass es ein Fehler wäre sich von den MSFT-Plattformen abhängig zu machen. Am besten man hat mehrere Eisen im Feuer.

Sonst müßten wir nämlich noch die Marktdurchdringung von Windows 2000 und Nachfolge-OS parallel beobachten.
UNIX mit seinen unzähligen Derivaten + Linux sind stark, vor allem da wo Power gebraucht wird. ich selbst habe einen UNIX-number-cruncher zusätzlich zu meinem PC am Arbeitsplatz, wenn richtig Leistung verlangt wird.

Des weiteren sollte man sich auch nicht ausschließlich auf die iNTEL-Prozessoren (Itanium (Itanic?)) fokussieren, sondern ruhig auch die Produkte der Konkurrenz AMD in seine Planungen mit einbeziehen. Das sage ich allerdings nicht ganz uneigennützig

grüße Andy

[Trademen]

Noch eine Zahlenrechnung, könnte mal jemand über die Zahlen schauen und mir seine Meinung sagen.
Danke.


Bei einem momentan angenommenen KUV von 31 ist C1 mit rund 12 Mrd. Dollar bewertet.

Gehen wir von einem mittleren Quartalswachstum von "nur" 35 Prozent aus, werden die fetten Umsätze
ab dem Jahr 2002 - 2004 genereiert.

2000 380 Mio Dollar
2001 1500 Mio Dollar
2002 5056 Mio Dollar
2003 16794 Mio Dollar
2004 55781 Mio Dollar


dies sagt aus, dass die fetten Jahre von C1 erst noch kommen könnten.

Gehen wir weiter davon aus, das sich das KUV relativiert auf sagen wir 8, dann würde dies folgendes
Potential bedeuten:

In 2001 für 2002 40 Mrd Dollar Kapitalisierung Kurs bei ca. 210 Dollar
In 2002 für 2003 133 Mrd Dollar " Kurs bei ca. 770 Dollar
In 2003 für 2004 445 Mrd Dollar " Kurs bei ca. 2.590 Dollar



Wenn, Wenn, wenn.....



Wie realistisch ist die Aufstellung ?

[AndyBusch]

@Trademen: bleib auf dem Teppich

Tracemen schreibt:
Gehen wir von einem mittleren Quartalswachstum von "nur" 35 Prozent aus, werden die fetten Umsätze
ab dem Jahr 2002 - 2004 genereiert

35 % Quartalswachstum entsprächen pro Jahr ca 330 % Zuwachs.
Möglich, aber beliebig unwahrscheinlich.
Lt. Yahoo http://biz.yahoo.com/z/a/c/cmrc.html
gehen Analysten von einem durchschnittlichen jährliche Zuwachs von 58 % aus (allerdings beim Gewinn. Beim Umsatz wird diese Zahl schwer durchzuhalten sein).
Vergessen wir nicht: wenn CMRC mal in die Gewinnzone kommt, sich aller Voraussicht nach auch das Hyper-Wachstum
beim Umsatz verringert. Die Begründung dafür ist leider etwas länglich. Hole ich evtl. nochmal nach.

Trotzdem:
Unterstellen wir mal, dass der Umsatzzuwachs im Gleichschritt mit dem Gewinnzuwachs marschiert. Dann ergäbe sich:
1.58 ** 5 = 9,84.
Also auch ein ganz erstaunlicher Zuwachs wie ich finde.
Die daraus resultierende MK zu berechnen ist sehr schwierig, weil wir nicht wissen, welches KUV, PE, PEG der Markt in 5 Jahren einem Unternehmen wie CMRC zubilligt.

grüße Andy

[bennoerika]

Hi Freacks?
Nicht erschrecken, dieser Artikel berichtet zwar über den B2B Marktplatz von Siemens aber C1 ist
auch dabei. (Für Eilige Vorletzte Zeile)

gruß bennoerika



Siemens wird die größte E-Business-Baustelle
der Welt
Von Rüdiger Köhn, München, und Thomas Fröhl

Das Internet hat die Regie beim Umbau des deutschen Elektro- und
Elektronikriesen Siemens übernommen. Der Konzern will in den
kommenden zwei bis drei Jahren ein Viertel seines Umsatzes von
gegenwärtig rund 76 Mrd.

Euro über elektronische Geschäfte bestreiten. In konsumnahen Sparten wie
Personal Computer oder Handys soll der Anteil des mit Internet-Technik
abgewickelten Geschäftes sogar 50 Prozent erreichen. In die Umstellung
investiert der Konzern in den nächsten eineinhalb Jahren 1 Mrd. Euro ,
denen nach den Planungen von Siemens Kostenersparnisse in der gleichen
Höhe gegenüberstehen.

Siemens ist im Umbruch

Einsparungen wie Investitionen entsprechen in etwa ein bis zwei Prozent des
Umsatzes. In einer späteren Phase soll das Sparvolumen nach den Worten
von Vorstandschef Heinrich von Pierer drei bis fünf Prozent erreichen, was
einem Betrag aus heutiger Sicht von 2,3 Mrd. Euro entspricht. Die
Einsparungen will Pierer zunächst vor allem im Einkauf erzielen. Heute
wickelt Siemens zehn Prozent seines Einkaufsvolumens von 35 Mrd. Euro
über das Internet ab. In zwei bis drei Jahren soll der Anteil nach dem Willen
des Vorstandschefs auf 50 Prozent steigen. "Siemens ist im Umbruch - und
derzeit die größte E-Business-Baustelle der Welt", sagte von Pierer
anlässlich der Eröffnung des "Center of E-Excellence" am Münchner
Flughafen. Dieses Zentrum wird neben Singapur und Atlanta einer von drei
Standorten sein, die die Umstellung des Konzerns auf das E-Business
koordinieren.

Von Pierer hatte bereits im April angekündigt, Siemens auf eine
elektronische Plattform stellen zu wollen. Dabei geht es um einen
umfassenden Umbau mit einer kompletten Vernetzung, der einen tieferen
Einschnitt in die Unternehmensstruktur erfordert als der elektronische
Handel (E-Commerce).

Das Unternehmen sieht sich zu der ehrgeizigen Maßnahme gezwungen, um
langfristig wettbewerbsfähig zu bleiben und eine Stellung unter den weltweit
führenden Elektronik-Konzernen zu halten.

Kunden könnten abwandern

E-Business soll dank der Kosteneinsparungen durch geringere Lagerhaltung
und verminderte Abwicklungskosten die Produktivität erhöhen und die
Gewinnmargen deutlich verbessern, was sich schließlich im Ertrag
ausdrücken soll. Allerdings muss ein Teil dieser Einsparungen nach den
Erwartungen von Pierers an die Kunden weitergegeben werden, was auf
wachsende Konkurrenz hindeutet. Das Internet erhöht zwar die Reichweite
des eigenen Angebotes, aber auch die Transparenz. "Kunden können mit
einem Mausklick zur Konkurrenz abwandern", beschreibt Albert Goller,
Leiter der Siemens-Zentralstelle E-Business, die Schärfe im Wettbewerb.

US-Konkurrent General Electric (GE) will nach eigenen Angaben schon im
kommenden Jahr weite Bereiche in der Beschaffung, der Produktion und des
Vertriebs sowie die Kundenbetreuung auf Internet-Technik umgestellt
haben. GE, das 1999 umgerechnet etwa 128 Mrd. Euro umsetzte, plant in
den kommenden zwei Jahren insgesamt 23 Mrd. Euro an
Kostenersparnissen, wesentlich mehr als von Siemens geplant. GE-Chef
Jack Welch hat 1998 zum E-Business-Angriff geblasen, aber erst 1999 unter
enormen Druck mit dem Umbau begonnen, um den ehrgeizigen Zeitplan
umsetzen zu können. 1999 erzielte General Electric, vom Fachmagazin
"Internet Week" zur Internet-Firma des Jahres in den USA erkoren, lediglich
etwas mehr als 1 Mrd. Euro Umsatz über E-Commerce. Bei Siemens werden
über das Internet derzeit rund 5 Mrd. Euro umgesetzt, siebenProzent des
Gesamtvolumens.

Die Amerikaner erkannten wie Siemens die Notwendigkeit, das E-Business
so schnell wie möglich umzusetzen. GE hat relativ spät damit begonnen,
während die Deutschen schon zu einem früheren Zeitpunkt leise mit den
ersten Übungen gestartet sind. Bereits heute sind 70 Prozent aller
Siemens-Aktivitäten elektronisch vernetzt. In einem Jahr sollen alle 440.000
Mitarbeiter am Arbeitsplatz Zugang zum Internet erhalten.

Konzentration auf elektronischen Verkauf

Vorsichtiger geht Siemens-Konkurrent ABB an die neuen Herausforderungen
heran. Konservativ und konträr zu von Pierer und Welch lässt sich ABB-Chef
Göran Lindahl nicht vom E-Business-Fieber anstecken. Er konzentriert sich
auf den elektronischen Verkauf, weniger auf die Vernetzung von
Beschaffung, Produktion und Kundenbeziehungen.

Dennoch sieht Lindahl ABB nicht als Internet-Verweigerer, sondern in den
beiden Welten der Old und New Economy verankert. Schließlich investiert
der schweizerisch-schwedische Konzern mehr als 1 Mrd. Euro in diesem und
im nächsten Jahr in den Ausbau IT-basierter Geschäfte. Die Ankündigung
vom Frühjahr, bereits in diesem Jahr 30 Prozent seiner Standardprodukte
online anbieten zu wollen, ist nach Angaben eines Unternehmenssprechers
bereits umgesetzt worden.

Für von Pierer kommt das Internet derzeit in die zweite Phase, in der nicht
nur amerikanische Neugründungen maßgeblich sind wie noch vor zwei
Jahren. Im Einklang mit Äußerungen von General Electric vertritt auch der
Siemens-Chef die Auffassung, dass nun Unternehmen mit Substanz in der
Informationstechnologie einen entscheidenden Anteil an der Gestaltung
dieser zweiten Phase haben werden. Dazu gehörten schließlich auch die
Bereiche Produktion und Logistik.

Umgesetzt werden soll der Umbau von der Tochterfirma Siemens Business
Services (SBS), die zusammen mit IBM und den US-Softwarefirmen
Commerce One und i2 Technologies die Plattform für die Vernetzung des
Konzerns aufbauen wird.

[serano]

Hey,
hab ich was mit der optik, oder gibts bei yahoo kein message board mehr?
serano.

[serano]

voilà!
http://messages.yahoo.com/?action=q&board=cmrc

[81245]

23.10. 08:35
Softline und Commerce One - Zusammenarbeit
--------------------------------------------------------------------------------


Die Softline AG, Commerce One und die Deutsche Telekom haben eine strategische Zusammenarbeit beschlossen. Demnach wird Softline seine gesamte Produktpalette (5000 Computerprogramme) in dem von der Deutschen Telekom und Commerce One entwickelten Internet-Marktplatz anbieten. Über den Telekom-Marktplatz werden die Softline-Produkte auch in das von Commerce One initiierte "Global Trading Web" integriert. Diese Einkaufsplattform ist das weltgrößte Internet-Handelsforum mit über 200 angeschlossenen Business-to- Business-Marktplätzen und über 35.000 teilnehmenden Unternehmen. Im Gegenzug übernimmt Softline die Vermarktung und den Vertrieb der E- Commerce-Lösung "Enterprise Buyer" von Commerce One, mit der der Zugang zu den Internet Marktplätzen möglich ist.


© BörseGo.de

[81245]

23.10. 14:31
Ariba - Nasdaq100 Aufnahme
--------------------------------------------------------------------------------


Der Anbieter von B2B Softwarelösungen Ariba wird zum 27. Oktober in den Nasdaq100 Index aufgenommen.
Dadurch wird das Unternehmen NTL Incorporated ersetzt, welches vom Kurszettel komplett verschwindet.

© BörseGo.de

[Marcus B]

Jetzt gehts ab

[Eboerse]

Hallo Zusammen
Interview mit Mayur Shah,Präsident von SapMarket,s
Sehr interessant das Portrait und die Strategie.
Bestätigt auch wieder die Konzentration aufs Kerngeschäft.
SapMarket,s ist die B2B-Abteilung von Sap.


Interview mit Mayur Shah
by Demir Barlas, Line56.com
Friday, October 20, 2000





Mayur Shah describes himself as a businessman since birth. Shah serves as President of SAPMarkets, the SAP spin-off dedicated to e-market initiatives. In his talk with Line56, Shah evaluates his twenty-two year executive career, describes the formation of SAPMarkets, and assures us that the SAP-Commerce One alliance is ready to win the marketplace war.
Line56: What`s your background? How would you describe yourself?

Shah: You know, by profession, culture, and upbringing I`m a very business-oriented individual. I grew up in a business family. My parents owned a manufacturing company. We were suppliers to the automotive industry, so I was dealing with manufacturers and supply chain issues from my childhood -- literally!

Q: I noticed that you did your BA in India and then your MA in the US.

A: That`s correct. I`ve been in the US for twenty-two years. I started my career at Intel in 1978. I worked with Intel for close to seven years in engineering, manufacturing, planning, strategic systems. Then I moved over into the software space and helped a couple of startup companies go public. My contributions to those companies were in the sales, marketing, and business development areas.

Q: How did you make the transition to software from chemical engineering?

A: In my last position at Intel I was given the task of managing software implementation in semiconductor manufacturing. I did it successfully, so the software vendors called me and asked me to move over and work for them. I never looked back after that.

Q: How did you come to work for SAP?

A: Once I`d taken my second startup public on the Toronto Stock Exchange, I decided it was time to move into ERP. I did some research. SAP was the ERP juggernaut, and it was entering the US market at the time, so I decided to try my luck there. Lo and behold, [SAP co-CEO] Hasso Plattner called me and said ``We want to talk to you.``

Q: When was that?

A: In early 1994.

Q: What was the ERP space like at that point?

A: Oracle had created a very good vision of what ERP should look like and SAP had just entered the US with a product that was ready to rock and roll. It made a lot of sense when big customers started jumping on this because the vision had already been created by Oracle, but the delivery had not happened. It was the right time to get into that space.

Q: Did you start out in SAP’s High Technology Business Unit?

A: Yes. Eventually I was given the responsibility for high-tech business worldwide -- also high-tech engineering and R&D.

Q: When did the idea of SAPMarkets emerge?

A: In February, 2000. The goal was to spin off a new company focused entirely on the B2B marketplace sector. It made sense to have it as a separate company. The emerging business model was significantly different from the traditional license model that software companies were used to because it involved equity arrangements, risk-reward sharing with the customers and the consortia or even single enterprises.

Q: What has been SAPMarkets` greatest achievement?

A: We were able to launch this company from concept to execution in four months. We started building our applications, and of course we forged a wonderful relationship with Commerce One.

Q: How do you think a company as large as SAP was able to muster the agility to move so quickly?

A: The key to this strategy has been to give SAPMarkets independence. Let people make decisions, don`t tie them down by having them ask a lot of people what needs to be done. Let them run with it. That’s what makes a big difference.

Q: How did SAP begin its relationship with Commerce One?

A: In late 1999 people were focused on indirect procurement. All these exchanges declared victory, thinking that indirect procurement was going to be the ultimate solution. But they realized very quickly that indirect procurement is a small piece of the whole puzzle. The real bang for the buck will be in direct procurement. All these exchanges started demanding robust applications and at that point Commerce One`s management saw that the best strategy would be to partner with the industry leaders who have the ability to deliver these kinds of solutions. So [Commerce One CEO] Mark Hoffman approached Hasso Plattner and that`s how the dialogue began. The relationship with Commerce One is very strong. Our pipeline is overflowing. We`re in a significant number of deals together.

Q: What is SAP/Commerce One’s joint approach to customers?

A: Our customers want to see us as a partner in the process, share risk with us. The days of collecting a huge license free up-front and walking away are rapidly fading away. The consortia and exchanges want to see you as an integral part of the risk that they`re taking. That`s why the revenue-sharing and equity-sharing model that we`re jointly implementing with Commerce One is very compelling. Customers feel that we`re with them for the long haul. We`re not here to drop off the software and offer professional services and then walk away.

Q: How does SAP culture compare to SAPMarkets culture?

A: Within SAPMarkets we`ve created a completely entrepreneurial culture. The focus is on speed, agility, customer service, and empowering even the lowest-level developer to be able to make very rapid decisions and be able to bring out new products out. The traditional method of having a one-year release cycle and an elaborate planning process and then going through a one-year cycle to come up with a release, those days are gone. Our release cycle is less than 8 weeks. No one`s going to wait for a year to see the new version of some Internet software.

Q: How is wireless going to change B2B and how is SAP involved in wireless initiatives right now?

A: Wireless will play a very significant role in B2B. From an SAP standpoint, we`ve been doing wireless for the last several years, so this fits very well with our strategy. We can hook up several different devices with marketplaces. Our intention is to offer our solution on every kind of wireless device.

[4604]

Hi c1 Fans

Sieht doch recht erfreulich aus,wenn nur nicht dieses Gap wäre (63$).

Na vielleicht kommt der Squeez noch.

[Eboerse]

Hallo Zusammen
Seit wann hat Commerce One denn 189,3 Millionen Aktien?
Habe die Daten von

http://my.zacks.com/reports/reports.php3?ticker=CMRC&type=20
Zacks
Investment
Research, Inc.

COMMERCE ONE
Shares/ Outstanding
189.3 MM

eboerse

[Nummer2]

von gatrixx:

``Handelsblatt``: Telekom investiert 100 Mio. DM in Internet-Marktplatz
DÜSSELDORF (dpa-AFX) - Die Deutsche Telekom hat laut Presseinformationen 100 Mio. DM in den Aufbau des Marktplatzes mit dem Projektnamen "T-Mart-Trading.net" investiert. Dies meldet das "Handelsblatt" in seiner Dienstagsausgabe, ohne eine Quelle zu nennen. In die Investition eingerechnet seien dabei die einmaligen Kosten für die Abwicklungsysteme der Transaktionen. Der Internet-Marktplatz für den Handel zwischen Unternehmen wird aller Voraussicht nach im November ins Netz gehen. Im Gegensatz zu den bereits zahlreichen Internet-Marktplätzen, die den Einkauf und Handel bestimmter Branchen organisieren, wird die Telekom eine allgemeine Plattform für den Bedarf von Unternehmen schaffen. Als erster Anbieter von Software hat gestern die am Neuen Markt notierte Softline AG , Offenburg, ihre Teilnahmen an der Telekom-Plattform bekannt gegeben. Die Technologie für den Telekom Marktplatz liefere das amerikanische Unternehmen Commerce One, dass sich auf E-Commerce Plattformen für den Handel zwischen Unternehmen spezialisiert habe./js/jkr/ub


PS: Knacken wir diesmal die 80$-Hürde? Wenn wieder nicht: wann dann?

Bye, Nummer2

[CooolBoy]

Nach der neuen Allianz zwischen Commerce One und Sun glaube ich nicht mehr an einen Kursrückgang auf 63 $ - jetzt wird erst einmal zum Höhenflug angesetzt.
GAP hin GAP her.
Die Gravitation nimmt - fast spürbar - zu bei Commerce One.
Je mehr Firmenmasse, umso grösser die Anziehungskraft.
Wisst Ihr übrigens, dass Sun und AOL eine gemeinsame Tochterfirma haben?
Somit kommt AOL über kurz oder lang wohl ebenfalls in´s C1-Boot.

Gruss

CooolBoy

PS: Commerce One wird zum Nasdaq-Goldesel dieses Jahrzehnts aufsteigen !!!

[Shakes]

Teleconference Briefing - Sun Microsystems Inc. (Nasdaq: SUNW)
10/23/00 4:39:00 PM
Source: PR Newswire

And Commerce One Inc. (Nasdaq: CMRC), to Forge Strategic Business Alliance To Strengthen Global E-Business

What: A joint conference call to discuss new strategic alliance between the two companies

When: Tuesday, October 24, 2000, 1:00 p.m. (PST), 4:00 p.m. (EST) Dial-in #: U.S., 1-800-288-9626 International, 612-332-0345





Who: Doug Kaewert, Vice President of Market Development, Sun Microsystems Inc. Mike Micucci, Vice President of Solutions Strategy, Commerce One Inc.

Why: This briefing will disclose Sun and Commerce One`s global e-business alliance. With a shared vision for a customer-centric economy, Doug Kaewert and Mike Micucci will outline the terms of the alliance, its industry significance and customer implications.

Contact: Meghan Shamon, Burson-Marsteller for Sun Microsystems Inc. [e-mail] 415-591-4101 Christine Coleman, The Horn Group for Commerce One Inc. [e-mail] 415-905-4028

SOURCE Sun Microsystems, Inc.


Gruß, Shakes

[SteffenP]

Bevor der Server wieder zusammenbricht:


Tuesday October 24, 12:54 pm Eastern Time
Press Release
Property and Technology Giants Unite to Provide Principal European E-marketplace for Construction
Aurora (KKR), Microsoft, Commerce One, Intel, Compaq, Dynamis Solutions and Attenda
LONDON--(BUSINESS WIRE)--Oct. 24, 2000-- Property and technology players led by Stanhope, Rotch, Microsoft and Commerce One Inc. (NASDAQ: CMRC - news) today sign an agreement to form a consortium, Asite, providing one European e-marketplace for the construction industry.

`Asite` will be an online exchange set up to share best practice, and enable the construction industry to deliver projects faster, at lower cost and to a higher standard. It will aim to deliver best value as well as lower cost and will help transform the way buildings are designed, procured, built and managed.

Asite has been developed within PremiSys Group plc (AIM: PSS), with the active involvement of property companies Stanhope plc and Rotch Property Group Ltd, and Aurora - a fund for the executives of Kohlberg, Kravis, Roberts & Co. (KKR) and technology companies including Microsoft, Commerce One, Intel, Compaq, Aspect Internet, and Attenda. The alliance between these technology companies was organised with the strategic consultancy of Dynamis Solutions Inc. Asite is currently in discussions with a range of other major industry participants with a view to their becoming investors and committing their construction procurement.

Peter Rogers, director of Stanhope plc and chairman of Asite says, ``For years people have been talking about the need to improve the construction industry, and although there are some excellent examples, overall achievement is poor - in terms of efficiency, quality and profitability. The Internet now gives us an opportunity to address many of the industry`s problems by sharing best practice, encouraging standardisation, increasing transparency of information and improving procurement, collaboration, and logistics across the industry.

``Today`s deal will enable us to deliver the best technology tools for the construction industry. Microsoft`s and Commerce One`s unprecedented and exclusive support demonstrates its belief in Asite`s vision and commitment to change the industry,`` comments Rogers.

He continues, ``In early 2001, we will launch a private pilot test site for a group of leading industry participants. This will be followed by a launch to the rest of the industry in the second quarter of 2001. Leading organisations that are interested in re-shaping our industry are invited to join us and contact us through our website at www.asite.com.``

Steve Ballmer, president and CEO of Microsoft comments, ``The combination of Commerce One`s global industry expertise and marketplace solutions with the business agility of the Microsoft .NET Platform will provide Asite.com with increased speed to market, seamless product integration and new business opportunities``.

Mark Dodds, Strategic Business Development Group at Microsoft comments, ``Asite represents a fantastic example of a company which is totally focused on operational efficiency and profitability through the delivery of leading edge working practices. Microsoft is committed to delivering both technology and substantial marketing support to Asite. We believe it will become the industry standard for the construction marketplace in the future.``

``We are very pleased to be working with Microsoft to jointly deliver the e-marketplace infrastructure for Asite,`` said Mark Hoffman, chairman and CEO Commerce One. ``We believe our shared vision along with the best offerings and right capabilities that we are able to offer will enable Asite to become a powerful e-marketplace for the construction industry.``

About Asite

Asite will serve the entire business-to-business construction industry, and will allow those who are willing to change to benefit. It is the e-commerce initiative launched by AIM listed PremiSys Group plc in March of this year. The construction industry is one of the largest industries in the world with annual turnover in Europe of around (pound)540 billion.

Stanhope plc is a property company specialising in the development of large scale office and mixed-use developments. Its current projects include the refurbishment of the Treasury (Whitehall), and a 1.5m square feet development at Chiswick Park. Stanhope`s directors have been responsible for such developments as Broadgate, in the City of London and Stockley Park, Heathrow.

Rotch Property Group Ltd. is one of the UK`s largest privately owned property companies with a consolidated investment portfolio of over (pound)2.3bn. Rotch utilises leading edge financial technology through the development of innovative debt, equity and risk transfer products.

KKR is one of the world`s leading private investment firms specializing in management buyouts and growth equity investments. KKR`s investment approach is focused on acquiring attractive businesses and working closely with management over the long term to design and implement value creating strategies. KKR currently has two equity funds: a fund organized in 1996 with US$6 billion in committed capital and a European fund that closed in 1999 with approximately US$3 billion of capital.

Dynamis Solutions Inc. is a business-to-business e-commerce consultancy focused on delivering demonstrated value through emerging technologies. It has offices in Detroit, Phoenix, Cincinnati and London.

Aspect Internet Limited, is a leading UK web developer and technical consultancy providing innovative solutions for e-commerce businesses.

About Microsoft

Founded in 1975, Microsoft (Nasdaq ``MSFT``) is the worldwide leader in software for personal computers and business computing. The company offers a wide range of products and services designed to empower people through great software - any time, any place and on any device. Microsoft is a registered trademark of Microsoft Corp. in the United States and/or other countries. Other product and company names herein may be trademarks of their respective owners.

About Commerce One

Commerce One (NASDAQ: CMRC - news) is the leader in global e-commerce solutions for business. Through its products and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere.

The Commerce One Global Trading Web(TM) is the world`s largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organisations, suppliers, and service providers worldwide. Through its alliance with SAPMarkets, Commerce One enables enterprises and communities of all sizes and industries to efficiently conduct collaborative business on the Internet. Commerce One is located in Pleasanton, Calif., and can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com http://www.commerceone.com/.

For further information contact:


ASITE
Liz Male
FISHBURN HEDGES
+ 44 (0) 20 7839 4321
[e-mail]

FISHBURN HEDGES
Rachel Jones
+ 44 (0) 20 7839 4321
[e-mail]

AUGUST.ONE Communications for MICROSOFT
Giorgia Casnedi
[phone]
[e-mail]

MICROSOFT
Mark Dodds
[phone]
[e-mail]

HORN GROUP, INC for COMMERCE ONE
Caroline Hacker
415-905-4016
[e-mail]

COMMERCEONE
Patrick Meyer
[phone]
[e-mail]

WRITE IMAGE
Stella Couch / Nick Craven
[phone]
[e-mail]
[e-mail]



--------------------------------------------------------------------------------
Contact

[buckweiser]

@eboerse: mehr Aktien durch die APNT - Übernahme, denke ich

Grüsse, buck