Commerce One --> Fakten und Gerüchte - 500 Beiträge pro Seite (Seite 3)

[HaG]

Commerce One and Covisint, the leading automotive e-marketplace, reach a definitive agreement. Commerce One has been selected to provide core procurement transaction infrastructure, supporting the trade of direct and indirect goods for Covisint.

What: Live, media teleconference to discuss Commerce One`s

agreement with Covisint. Q&A session to follow.


Who: Chuck Donchess, executive vice president and chief

strategy officer, Commerce One


Rob Tarkoff, senior vice president of worldwide

business development, Commerce One


Rico Digirolamo, Covisint interim CEO


When: Tuesday, December 12

9:00 a.m. to 10:00 a.m. Pacific Time


Conference Call: (US) 800-369-6056

(International) 712-257-2776

Leader: Andrew McCarthy

Passcode: Commerce One Press Conference


Call Replay: 888-566-0678

Passcode: Commerce One Press Conference

The replay will be available until Friday,

December 15 at 5:00 p.m. Pacific Time.


For more information contact Caroline Hacker, the Horn Group, at [phone].

[Pitu]

test 1000

[Eboerse]

Ich sehe den Deal durchaus positiv und denke ein guter Schachzug.

a-2% Beteiligung an Covisint
b-Zahlungen aus consulting service(diese werden bei dem Handel mit direkten Gütern größer)
c-Die Aktien von Ford und GM müssen bis 2002 gehalten werden
d-Anteil an den reccuring revenues(wiederkehrende Einnahmen)
e-Ford und GM geben ihre independent Marktplätze auf
f-Beteiligung an den revenue splits (nur Commerce One nicht aber Orakel)

[Eboerse]

Im Posting von Steffen um 15.12 steht es:

Upon the signing of the Covisint agreements on Friday, December 8th, the Commerce One holding company issued 14.4 million shares of its ---->common<---- stock to Ford and 14.4 million shares of its common stock to GM. Half of each of Ford`s and GM`s shares will be held in escrow and will be released to Ford and GM in December 2002 upon the satisfaction of certain conditions under the Covisint agreement. Otherwise, the shares will not be released to these companies until June 2004.

Keine neu ausgegebenen Aktien sondern allgemeine Aktien.
Lest euch mal den Artikel durch,Covisint lizensiert u.a Commerce One,s Software und läßt fast den ganzen Laden über Commerce One,s Technologie laufen:

Covisint has licensed and is using Commerce One MarketSite(TM), the company`s e-marketplace infrastructure solution, as the procurement transaction engine for the trading of all kinds of goods and services, including indirect and direct (planned) materials.

Covisint has licensed and is hosting the Enterprise Buyer(TM) Desktop Edition e-procurement application for use by participants in the e-marketplace. Covisint will also use Commerce One auction and catalog content solutions. Commerce One Global Services is providing Covisint with both strategic and technical consulting resources.

Commerce One has powered more than $1.5 billion to date in transactions for Covisint and its trading partners General Motors and Daimler Chrysler.

Das gefällt mir immer besser,vor allem sind die Aktien in festen Händen.
Toller Deal!

[deutschmann]

!

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

[SteffenP]

@all:

Mal unterstellt, Covisint kommt so richtig, und weiter unterstellt problemlos, ans Laufen: Jeder der in Covisint "andocken möchte" braucht eine Zugangsberechtigung und darüber hinaus eine "andockfähige" Software!!
Wer liefert die wohl??

Dreimal dürft Ihr raten!!

[Amt]

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

12.12. 18:05
Commerce One/Ariba-Ratings im Detail...
--------------------------------------------------------------------------------


Lehman Brothers hat heute ein Outperform-Rating für Commerce One und ein Neutral-Rating für Ariba (BörseGO berichtete) ausgegeben. Im folgenden eine Detaillierung der Ratings.

Commerce One wurde auf ein 2-Outperform-Rating mit einem 12-Monats-Kursziel von $55 gestuft, was 26% Potential zum aktuellen Kurs repräsentiert.

Das 2-Outperform-Rating, so Lehman, reflektiere die Anerkennung der Wachstumsstrategie des Unternehmens, würde aber des weiteren auch eine Vorsicht hinsichtlich der kritischen Umstellung des B2B-Sektors in den nächten 2-3 Quartalen darstellen.

Ariba wurde erstmals mit einem 3-Neutral-Rating bewertet, ein Kursziel wurde nicht vergeben. Laut Lehman überschreite die Marktkapitalisierung von $25 Mrd. eine reale Bewertung.

Lehman Brothers schätzt, dass die aktuelle Marktdurchdringung der Ariba-Infrastruktur bei 24% läge. Konversationen mit über 30 Marktplätzen und Unternehmen würde laut Lehman Brothers ferner auf erhöhten Preisdruck hindeuten.



© BörseGo.de

[Eboerse]

Deutschmann
Verschwinde mit Deinen SPAM-POSTINGS hier und Müll nicht die ganzen Threads voll,es reicht jetzt.

[silberfuchs]

"WSJ": GM und Ford erhalten 14 Prozent der Commerce-One-Aktien

New York (vwd) - Die beiden US-Automobilhersteller
General Motors Corp GM), Detroit, und Ford Motor
Co, Dearborn, schließen für die Online-Plattform
Covisint eine technologische Partnerschaft mit
dem Softwarehaus Commerce One Inc, Pleasaton.
Wie das "Wall Street Journal" (Dienstagausgabe)
berichtet, soll das Geschäft, bei dem die beiden
Automobilkonzerne Commerce-One-Aktien im Wert
von 1,26 Mrd USD erhalten, am Berichtstag
bekannt gegeben werden. Dies entspricht einem
Anteil an Commerce One von 14 Prozent.

GM und Ford sollen demzufolge je 14,4 Mio
Anteilsscheine bekommen, wobei je eine Hälfe der
Aktien bis 2002 bei einem Treuhänder hinterlegt
werden. Im Gegenzug liefere Commerce One
Technologie für Covisint, über die die drei
großen Automobilhersteller in den USA ihren
Austausch von Ersatzteilen organisieren wollen.
Dafür erhält Commerce One eine nicht genannte
Summe in bar sowie eine Beteiligung am Umsatz
von Covisint.

An der Online-Plattform nehmen neben GM und
Ford auch DaimlerChrysler AG, Stuttart, Nissan
Motor Co Ltd, Yokohama, und Renault SA, Boulogne
Billancourt, teil. Das künftig umgesetzte
Volumen wird auf bis zu 300 Mrd USD geschätzt.
vwd/DJ/12.12.2000/apo/ces

[bennoerika]

Mit EnterpriseBuyer Desktop Edition lizensiert und hostet Covisint jetzt die elektronische
Beschaffungloesung von Commerce One fuer alle Teilnehmer des Marktplatzes. Darueber hinaus
werden sowohl die Auktions- und Kataloglösungen als auch die Beratungsleistungen der Commerce
One Global Services eingesetzt. Auf Basis dieses Loesungskonzeptes konnte Covisint bereits
Transaktionen im Wert von mehr als 1,5 Milliarden Dollar realisieren.

Das Abkommens sieht weiterhin vor, dass Commerce One eine Beteiligung an den Einnahmen des
Internet-Marktplatzes ueber die naechsten zehn Jahre und als einziger Technologiepartner eine
Aktienbeteiligung von zwei Prozent an Covisint erhaelt. Diese Aktienbeteiligung wird von einem
Treuhänder verwaltet, bis die geplante Restrukturierung von Commerce One in eine
Holding erfolgreich vollzogen wurde. Die bisherige Commerce One Inc. wird eine hundertprozentige
Tochtergesellschaft der neuen Holding, die die bisherigen Geschaefte von Commerce One Inc.
fortfuehren wird. Im Gegenzug
erhalten Ford und General Motors jeweils 14,4 Millionen Aktien der Commerce One Holding, von denen
jeweils die Haelfte bis Dezember 2002
ebenfalls in einer Treuhandverwaltung liegen wird. Fuer die geplante Restrukturierung steht noch das
Einverstaendnis der Commerce One Aktionaere aus, das im Fruehjahr/Sommer 2001 erwartet wird.

© BörseGo.de

[SteffenP]

Commerce One gets top billing from Covisint
December 12, 2000 10:32 AM PT
by Adam Feuerstein

• More by Adam Feuerstein

Covisint the b-to-b automotive trading exchange, has finally provided details on its technology platform. The winner: Commerce One (CMRC), by a nose over rival (and partner) Oracle (ORCL).

General Motors (GM) and Ford (F) -- two of the founding members of Covisint -- also inked a deal today to share equally an equity stake in Commerce One valued at approximately $1.3 billion.


Covisint, which also includes automakers DaimlerChrysler (DCX), Renault and Nissan, aims to use the Net to connect automakers with a network of more than 30,000 suppliers, thereby boosting the efficiencies of their supply chains and drastically lowering the cost of producing a car. Covisint executives have said that as much as $300 billion in transactions may, one day, flow through the exchange.


A major subplot in the Covisint drama has been the stormy relationship between Commerce One and Oracle -- fierce rivals asked early by the Covisint founders to work together to build the marketplace.


Today, Covisint said it would use Commerce One`s b-to-b marketplace software, auction services and catalog content management software. Commerce One consultants -- from its acquisition of consulting firm AppNet -- will also be hired.


In exchange, Covisint will pay an undisclosed amount of cash for its software and consulting services, and a share of Covisint`s ongoing revenue, estimated by one source to be 5 percent. Commerce One also owns a 2 percent equity stake in Covisint.


Bringing home the bacon


That 5 percent revenue-sharing figure is important because Wall Street analysts and investors love software companies that can bring home the bacon in the form of recurring revenue streams.


But Commerce One is getting 5 percent of what? The figures Covisint is putting out are somewhat misleading. At this point, the exchange`s transaction volume has reached $1.5 billion, on their way to an estimated $300 billion. But those figures represent the value of goods in the transactions, not actual revenue generated by Covisint.


"The 5 percent revenue share is higher than we were anticipating, but the big question remains: How much revenue will Covisint generate?" asks Jon Ekoniak, an analyst with U.S. Bancorp Piper Jaffray.


Covisint has not detailed its revenue estimates, mainly because its pricing structure has not yet been determined. But the number will be a lot lower than those thrown out by buoyant executives today because it`s in the best financial interests of the automakers to limit the revenue they pay to Covisint, which is a separate corporate entity, Ekoniak adds.


For instance, in 1998, the New York Stock Exchange processed more than $7.3 trillion in transactions, yet the exchange generated only $110 million in transaction fees.


Chuck Donchess, Commerce One`s chief strategy officer, says Covisint is expected to generate "hundreds of millions of dollars" in revenue over the next several years from a variety of subscription, access and transaction fees.


"We`re the only technology provider that is getting a share of this revenue, so we see it as very significant for Commerce One," he says.


Oracle subservient to Commerce One


So what does this all mean for Oracle? Covisint executives refused to discuss the issue because they didn`t want Commerce One to share the spotlight, but sources say Oracle is also playing a deep role, albeit one that is subservient to Commerce One.


Covisint`s back-end system is built on Oracle software, including its core database and e-business suite of applications like finance and customer relationship management software. In addition, several administrative pieces of Oracle`s b-to-b exchange software will also be used.


Oracle has licensed its software to Covisint and also owns a 2 percent equity stake in the marketplace.


"Covisint is built solidly around Oracle infrastructure, which is providing the support for Commerce One`s marketplace, auction and procurement applications," says Kevin Prouty, an automotive industry analyst at AMR Research.


But Prouty says Covisint will also look beyond Commerce One and Oracle to find other technology providers. One such deal was announced in October, when Covisint chose software vendor Nexprise to help automakers collaborate with suppliers on product design. One important piece, not yet decided by Covisint, is which technology supplier will handle supply-chain management.


The nitty gritty


The other major piece of today`s news centered around financial details between Commerce One and Covisint`s founding members. Terms of the agreement call for Ford and General Motors to each receive 14.4 million shares of Commerce One stock, valued at $630 million apiece, based on Commerce One`s Monday closing price of $43.75 per share.


Commerce One was down $1.12 to $42.62 in midday trading.


The deal gives Ford and GM a combined 14 percent ownership stake in Commerce One. By comparison, Commerce One`s major technology partner, SAP (SAP), owns a 4 percent stake.


Half of the shares owned by the automakers will be held in escrow until December 2000, and will be released after certain conditions are met, the companies said.


"What this says is that a Fortune 1 company -- General Motors -- and a Fortune 4 company -- Ford -- are joined at the hip and bound to the future success of Commerce One. And for us, that`s huge," says Donchess.

[Eboerse]

Trade-Ranger Drives the Openness Of e-Business Platforms in the Energy Industry

TUESDAY, DECEMBER 12, 2000 2:33:00 PM EST
HOUSTON, Dec 12, 2000 (BUSINESS WIRE) -- Leading the drive to optimize e-supply chain efficiencies, Trade-Ranger today announced the integration of yet another buying tool, iPlanet(TM) BuyerXpert software (a), offering the energy industry a marketplace committed to eliminating barriers to entry and furthering its status as the industry`s premiere, open exchange. Since achieving incorporated status in August 2000, Trade-Ranger has integrated Oracle`s iProcurement and Commerce One`s e-procurement solutions into its marketplace, which is powered by Commerce One.

Trade-Ranger`s best-of-breed strategy blends a platform based upon Commerce One`s e-marketplace solutions -- the most commonly used software for leading B2B marketplaces -- with i2 Technologies` strength in and distinctive approach to content creation within its Infinite Content division. This combination of expertise provides the ability to create portable e-catalogs that can be translated for use with multiple buying tools and with other electronic marketplaces. This open approach can result in substantial cost savings for sellers, since sellers can avoid the need to create multiple catalogs in multiple formats. Trade-Ranger is the first e-marketplace in the energy and petrochemicals industry to offer this breadth of technology options, creating a truly open marketplace for buyers and sellers alike while making transactions easier and more efficient.

E-procurement professionals use buying tools to facilitate their procurement processes from an initial e-catalog search to the creation of a digital purchase order. Trade-Ranger members can search and shop from standardized e-catalogs, automate the approval process and build digital purchase orders. Future services to be added include electronic notification of shipping and electronic payment capabilities.

"The activity around our marketplace has increased dramatically since completing the regulatory procedures required by the FTC and European Union, and since announcing our incorporation in August," said interim co-CEOs Peter Lamell and Allen May. "Our members are transacting, we have integrated multiple buying tools to the Commerce One platform, and we are continuing our effort to build the most efficient content hub in the industry. With each of these actions, Trade-Ranger demonstrates momentum in building a marketplace that will change the way our industry conducts business."

The first e-catalog transaction was conducted on Trade-Ranger`s marketplace in September 2000, followed by a number of other transactions. Equipment traded to date includes hoses and pumps, safety equipment and apparel and electrical equipment.


About Trade-Ranger

Trade-Ranger is a truly global, premier Internet-based marketplace dedicated to buying and selling materials and services used by the energy industry, including those in upstream, downstream, retail and petrochemical sectors. Trade-Ranger is an independent, neutral and secure marketplace, leading the development of e-supply chain management. Trade-Ranger has been built with the support and feedback of 14 of the world`s leading energy and petrochemical companies -- representing an annual procurement spend of more than $125 billion. Additionally, Trade-Ranger conducts forums with leading product and services suppliers on an on-going basis to ensure marketplace neutrality. For additional information, please visit www.trade-ranger.com.

All rights reserved. Sun, Sun Microsystems, the Sun Logo and iPlanet are trademarks or registered trademarks of Sun Microsystems Inc. in the United States and other countries. Netscape and the Netscape N logo are registered trademarks of Netscape Communications Corporation in the U.S. and other countries. Other Netscape logos, product names and service names are also trademarks of Netscape Communications Corporation, which may be registered in other countries.

Note to Editors: Trade-Ranger`s original 14 founding partners are:

Royal Dutch/Shell
BP
TotalFinaElf
The Dow Chemical Company
Conoco
Motiva Enterprises
Occidental Petroleum
Equilon Enterprises
Phillips Petroleum
Mitsubishi Corporation
Repsol YPF
Statoil
Unocal
Tosco

[buckweiser]

Ich weiss nicht, ich weiss nicht, Commerce One erkauft sich das Recht Software liefern zu dürfen(erinnert mich irgendwie an UMTS) und tauscht 14% seines Unternehmens gegen eine 2% Aktien-Beteiligung(5% Umsatzbeteiligung?) an covisint, wobei noch niemand weiss, wie hoch Covisint an der Börse bewertet sein wird, bzw. welchen Umsatz/Gewinn covisint macht, pi mal Daumen wäre covisint damit x mal(2 zu 14 bzw. 5 zu 14) höher bewertet als CMRC? Die Frage bleibt, welche ZUgeständnisse muss CMRC den anderen >100 Marktplätzen machen, um die Software liefern zu dürfen?

Naja, mal abwarten was noch so kommt.

Grüsse, buck

[Prognose1]

@ eboerse

common stock heißt schlicht Stammaktie (also keine VZ).
Ich denke nicht, daß es sich hierbei nicht doch um "neue Stammaktien" handelt, diese also nicht vom Markt gekauft werden.

@ SteffenP

Die Software gibt es sicher geschenkt

[Prognose1]

Warum will Daimler oder auch die anderen keine Beteiligung ?

[Eboerse]

Ein sehr guter Vertrag.
Nur Commerce One bekommt Anteile an den reccuring revenues/revenue splitts,Gebühren die sich aus allen möglichen Kosten zusammensetzten die berechnet werden.
Transaction Fees/Service Fees/Value Added Fees u.a Gebühren.

[SteffenP]

@Prognose1

Was meinst Du mit Daimler?

[sydney2000]

Also ich persönlich empfinde diese Entwicklung als eher unheimlich. 14% des Unternehmens abgeben für die Beteiligung an einer Plattform???
Ich hab jetzt erstmal einen Stopp-Kurs gesetzt und schau mir die weitere Entwicklung an, da ich nich ganz sicher bin ob die Gewinnerwartungen bei dieser Form der Firmenpolitik die nächsten Jahre aufrechterhalten werden können.
Commerce gehört ja jetzt schon SAP, GM, Ford...
Unabhängigkeit klingt für mich sympathischer.

Ich hoffe mein Gefühl trügt mich!!!!

[Prognose1]

Beteiligte Unternehmen an Covisint:

...General Motors (GM) and Ford (F) -- two of the founding members of Covisint -- also inked a deal today to share equally an equity stake in Commerce One valued at approximately $1.3 billion.


Covisint, which also includes automakers DaimlerChrysler (DCX), Renault and Nissan, aims to use the Net to connect automakers with a network of more than 30,000 suppliers, thereby boosting the efficiencies of their supply chains and drastically lowering the cost of producing a car. Covisint executives have said that as much as $300 billion in transactions may, one day, flow through the exchange.
............

Nur zwei Unternehmen beteiligen sich an Commerce One. Alle nicht beteiligten Unternehmen haben normalerweise auch kein Interesse, daß der Makler (der nicht ihnen gehört) etwas oder viel verdient.

Siehe auch das Beispiel mit der Börse:

......For instance, in 1998, the New York Stock Exchange processed more than $7.3 trillion in transactions, yet the exchange generated only $110 million in transaction fees.
.......

[buckweiser]

Vielleicht ist alles garnicht so schlimm, GM und Ford waren schon an CMRC beteiligt

Nachricht aus dem Februar:

25.2.2000
Ford und GM tauschen Commerce One und Oracle Beteiligungen
Wie die Ford Motor Co. und GM heute bekannt gaben, hat Ford die Hälfte seiner Anteile an Commerce One gegen die Hälfte der GM Anteile an Oracle getauscht. GM besitzt 20% an Oracle.
Ford arbeitete zusammen mit Commerce One, GM zusammen mit Oracle an einer Internetplattform. Jetzt wollen die beiden Automobilhersteller zusammen mit Daimler Chrysler, Commerce One und Oracle an einem gemeinsamen Internetprojekt arbeiten. Dieses wird dann der größte Internetmarktplatz der Welt werden.
Das Joint-Venture wird zu gleichen Teilen von den Automobilherstellern besessen werden.

[Prognose1]

@ sydney2000

Na, 50% ist dann in Hand Institutioneller, SAP, Ford und GM.
Außer natürlich, die Beteiligung erfolgt in Form einer Kapitalerhöhung. Dann würde der Anteil der Institutionellen und SAP wieder geringer werden.

[Prognose1]

@ buckweiser
Aha, Du bringst Licht ins Dunkel !

Danke !

[buckweiser]

Obwohl das so auch nicht stimmt(Nachricht kam glaub ich von stockworld), war es nicht so, dass CMRC erst mit GM zusammenarbeitete und Ford mit ORCL, ich glaub schon, also ganz ist dieser Nachricht auch nicht zu trauen, einfach Ford und GM jeweils tauschen

25.2.2000
Ford und GM tauschen Commerce One und Oracle Beteiligungen
Wie die Ford Motor Co. und GM heute bekannt gaben, hat Ford die Hälfte seiner Anteile an Commerce One gegen die Hälfte der GM Anteile an Oracle getauscht. GM besitzt 20% an Oracle.
Ford arbeitete zusammen mit Commerce One, GM zusammen mit Oracle an einer Internetplattform. Jetzt wollen die beiden Automobilhersteller zusammen mit Daimler Chrysler, Commerce One und Oracle an einem gemeinsamen Internetprojekt arbeiten. Dieses wird dann der größte Internetmarktplatz der Welt werden.
Das Joint-Venture wird zu gleichen Teilen von den Automobilherstellern besessen werden.

[SteffenP]

@Prognose1
Querverflechtungen müssen nicht das größte Übel sein.
Das die Amis nach dem Motto Blut ist dicker als Wasser ertmal zusammenhalten muß auch nicht überraschen.
Die Beteiligungsverhältnisse an Covisint innerhalb der "Autobauer" wird sich zeigen. "Der Daimler" wird wohl weiter mitmischen bei Covisint; eine direkte Beteiligung an C1 ist nicht zwingend notwendig, aber evtl. möglich, News in dieser Richtung würden mich nicht überraschen!

Das was C1 macht kostet Geld(Man Power) sprich Vorlaufkosten. Eine vorab Cashzahlung durch GM und Ford(in ungenannter Höhe) ist sicherlich auslegbar...

Zur Stockexchange: Das nennt man Wettbewerbskosten. Z.Z. für Covisint nicht in Sicht, kann aber kommen. Die Kiste muß aber erstmal ans Laufen kommen.

[Eboerse]

Commerce One betritt gerade den Markt von I2,Sebl und Beas.
Great news today,

[Prognose1]

@ bennoerika

Laut dem "Feuerstein-Artikel" hält Oracle aber auch 2 % an Covisint.

@ buckweiser

Was soll das dann eigentlich - im Falle eines Aktientausches - mit der Aktienhinterlegung ?
Macht man das nur fü den Fall, daß Covisint scheitert ?

[buckweiser]

Commerce One: Endgültiges Abkommen mit Covisint
12.12.2000

Commerce One und Covisint, ein E-Marktplatz für die Automobilindustrie, haben sich auf ein endgültiges Abkommen geeinigt. Commerce One wird eine zentrale Infrastruktur zur Verfügung stellen, die den Handel von direkten und indirekten Gütern ermöglicht. Im Zuge der Vereinbarung wird Commerce One einen 2prozentigen Anteil am Umsatz des E-Marktplatzes erhalten sowie einen Anteil an Covisint und Barzahlungen. Commerce One wird sich in eine Holding-Gesellschaft umstrukturieren. Die Aktien des Unternehmens werden automatisch in Aktien der Holding umgewandelt. Außerdem hat Commerce One jeweils 14,4 Mio. Aktien an Ford und General Motors ausgegeben. Die Hälfte dieser Aktien werden die Automobilhersteller erst 2002 erhalten, wenn bestimmte Bedingungen des Covisint-Abkommens erfüllt werden. Andernfalls erhalten sie die Aktien erst 2004. Weiterhin haben beide Unternehmen einer Stillhaltevereinbarung zugestimmt, die ihre Möglichkeiten, weitere Aktien von Commerce One zu kaufen, einschränkt.

[Prognose1]

Aha, also 14, Mio Aktien zusätzlich auszugeben.

[Eboerse]

Prognose Aktienhinterlegung?
Das ist Teil des Vertrages,das die Beteiligung nicht vor Dez.2002 veräußert werden darf.

Orakel erhällt auch 2% an Covisint,aber wer wird den auf Covisint hauptsächlich als Technologie Lieferer verdiehnen?
Schaue Dir die Vereinbarungen an.
Grüsse

[Eboerse]

Prognose
Wie kommst Du den auf die "neuen" Aktien die ausgegeben werden sollen?

[DimStar]

@buckweiser

der ältere Artikel von dir ist auch nicht ganz richtig. Der damalige Vertrag von GM mit C1 sah vor, daß GM 20 % an C1-Aktien erhalten wird. Nachdem mit Ford Covisint gegründet wurde, lautete die neue Vereinbarung 10 % an GM, 10 % an Ford. Daß es nun insgesamt nur 14 % sein werden hängt wohl damit zusammen, daß nach der Appnet-Akquisition die Aktienzahl 28,8 Mio, die auch ursprünglich vereinbart wurde, anteilig weniger als 20 % ausmachen. Nach meinem Verständnis wird die C1-Holding im Sommer das Kapital der alten C1 übernehmen und 14 % neue Aktien an die beiden ausgeben. Der gesamte Deal von damals (Nov 99) ist als das Referenzprojekt für C1 im Bereich direkte Güter schlechthin zu verstehen. C1 war damals ein Nichts mit einer simplen procurement-software. Weitere Vereinbarungen zur Aktienausgabe an beteiligte Unternehmen von Exostar, Trade-Ranger o.a. wurden nicht getroffen und werden auch wohl kaum kommen. Eigentlich ist die Covisint-Vereinbarung so ausgefallen wie ich es erwartet hatte. Daß Oracle nicht die Transaction-Engine liefert und "nur" herkömmliche business-software lizensiert und damit nicht an wiederkehrenden Einnahmen beteiligt ist hatte sich ja abgezeichnet.

[DimStar]

Re: Ausgabe von Aktien:

es dürfte so sein, daß die neu ausgegebenen Aktien bereits in den fully diluted shares enthalten, aber nur noch nicht "outstanding" sind. bin aber nicht 100 % sicher. Da das agreement diesbzgl. (28,8 Mio Stück) den Analysten bekannt war, wird es keine Berichtigungen oder Neueinschätzungen geben.

[buckweiser]

Hi Dimstar - Du bist mir zuvorgekommen, konnte nicht einpennen, dann hab ich das ganze auf die Reihe gekriegt...

1. November 99: 20% Option von GM auf CMRC, GM war praktisch der Türöffner für CMRC, aus heutiger Sicht wäre die 14% Beteiligung ziemlich heftig, deshalb auch meine erste Reaktion, CMRC war GM praktisch noch was schuldig (Altlasten)

2. Februar00: Ford und GM tauschen Optionen (inwieweit Ford eine Option auf Oracle hat weiss ich nicht, ist auch egal)

3. Daimler tritt Plattform bei und verlangt, dass SAP auch mit eingebunden wird, was sich mit der SAP-Beteiligung an CMRC erledigt

Grüsse, buck

[Klarius]

@buckweiser

meine frage:
"...Im Zuge der Vereinbarung wird Commerce One einen 2prozentigen Anteil am Umsatz des E-Marktplatzes erhalten sowie einen Anteil an Covisint und Barzahlungen...."

bedeutet das, das cmrc 2% vom umsatz (vielleicht mal 240 oder 580 mrd.$) bei covisint als seinen eigenen ausweisen darf oder bedeutet das nur 2% beteiligung an covisint???
umständlich geschrieben

@ dimstar
sorry nochmal für die verwechslung

gruss klarius

[Eboerse]

Was hat es denn mit der Holding auf sich?
Eine Holding verwaltet doch Vermögensanteile und ist eine Dachgesellschaft die selbst keine Dienstleistungen erbringt oder Güter herstellt sondern Vermögensanteile erwirbt oder Verwaltet.

[Eboerse]

5% von was?

That 5 percent revenue-sharing figure is important because Wall Street analysts and investors love software companies that can bring home the bacon in the form of recurring revenue streams.



Die 1,5 Milliarden stellen den Wert der gehandelten Güter da nicht das Einkommen welches Covisint generiert.
Wie hoch werden die Einnahmen denn mal sein das ist doch die Frage oder?

But Commerce One is getting 5 percent of what? The figures Covisint is putting out are somewhat misleading. At this point, the exchange`s transaction volume has reached $1.5 billion, on their way to an estimated $300 billion. But those figures represent the value of goods in the transactions, not actual revenue generated by Covisint.

[buckweiser]

test, w:o kaputt, oder bin ich gesperrt

[buckweiser]

Die 5% beziehen sich auf den Umsatz von covisint(nicht das Volumen wird der Umsatz sein, sondern die Transaktionsgebühren), der Umsatzanteil von CMRC wird langfristig maximal 50 Mill. oder so betragen(1 Mrd Umsatz für covisint ist schon ne menge Holz), hinzu kommt Kohle für Software und Dienstleistungen

[HaG]

Covisint Deal Will Not Affect CMRC Stock


Update: Analyst: Covisint Deal Will Not Affect CMRC Stock
Tuesday December 12, 6:45 pm Eastern Time

http://biz.yahoo.com/oo/001212/46527.html

[HaG]

Princeton, New Jersey, Dec. 4 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analyst Charles J Wittmann at First Union Securities Inc. The target price is $130 per share.

[HaG]

Dec 12, 2000 (Tech Web - CMP via COMTEX) -- E-commerce software firm Commerce One Inc. said Tuesday it is planning to restructure, a decision based in part on arriving at a definitive deal with Covisint to further its partnership with the auto-parts online marketplace.

Pending shareholder approval, Commerce One (stock: CMRC) will become a holding company by mid-2001.

Executive vice president and chief strategy officer Chuck Donchess said the restructuring will pave the way for acquisitions and allow Commerce One to take advantage of tax breaks.

As part of the Covisint deal, on Dec. 8, Ford and General Motors, both Covisint sponsors, were each issued 14.4 million shares of common stock in Commerce One.

"Each [company] has a 7 percent equity position in Commerce One," Donchess said.

SAP AG (stock: SAP), whose SAPmarkets unit is in a joint development deal with Commerce One, also has approximately 4 percent ownership in the software company, he added.

Half of both Ford`s and GM`s shares will be held in escrow and could be released to those companies as early as December 2002, if certain conditions of the agreement are satisfied.

DaimlerChrysler, the third original member of Covisint, was described by executives as "an equal shareholder with GM and Ford." Renault/Nissan is the fourth and most recent company to join Covisint.

Donchess said today that Commerce One is the only technology company that has taken an equity stake in Covisint. He declined to give a specific figure of his company`s interest.

Commerce One will also share in Covisint`s revenue for a 10-year term, though no percentage was named.

On the technology side of the partnership, Commerce One, Pleasanton, Calif., is implementing its MarketSite and Enterprise Buyer Desktop Edition software for Covisint.

In addition, the marketplace is being hosted by Commerce One and also uses the software firm`s auction and catalog-management services.

Commerce One`s professional services arm, augmented earlier this year when the company purchased AppNet, is handling the implementation, Donchess said.

Donchess claimed that more than $1.5 billion in transactions had been conducted through Covisint.

This figure includes transactions on GM`s TradeExchange, which predates the Covisint effort, and an auction service built specifically for DaimlerChrysler, he said.

Commerce One and SAPmarkets are co-developing the successive generation of MarketSite, which will be called MarketSet and will include both B-to-B marketplace capabilities and hooks into back-office applications such as Enterprise Resource Planning systems.

There`s more business to be had at Covisint, Donchess said.

"Together with SAP, we are vying for the supply-chain management" application implementation at Covisint, he said. "We are joined at the hip."

Oracle Corp. (stock: ORCL) is the other prominent technology vendor involved in Covisint.

[SteffenP]

Radiointerview mit Chuck Donchess

http://www.rws.com/NASApp/RWS/EventPage?Accept=C&ID=58800

[Hans2000]

Eric Upin, Business-to-Business eCommerce

"Commerce One and Covisint reached a definitive agreement on Tuesday, December 12," said
Upin. "In our view, the signing of the definitive agreement is significant because it demonstrates
increased directional focus and continued execution by the principals of the consortium and it
satisfies one of the key conditions for Commerce One to recognize license revenue from
consortium members. Assuming Covisint is of similar magnitude to other mega- exchanges, over
time, we believe Commerce One could recognize as much as $10- 15 in license revenue and
$25-50 million in services revenue. We view the signing of the definitive agreement as
incrementally positive for Commerce One. Even though we remain comfortable with the
December quarter, we believe Commerce One faces a number of challenges moving into 2001,
including: the impact of a decelerating economy on corporate IT spending, a slowdown in the
consortia market -- with the rate of new announcements declining dramatically, increasing failure
rates among dot.com marketplaces, and execution risks on the product and sales front with
SAP. While we will continue to monitor these issues, we remain positive on the company`s
near-term prospects. As a result, we maintain our Buy rating on the stock."

[SteffenP]

Oracle gets a piece of Covisint deal
December 13, 2000 09:13 AM PT
by Adam Feuerstein



Not willing to allow Commerce One (CMRC) to hog the Covisint spotlight, Oracle (ORCL) rushed out its own announcement today outlining its software deal with the giant automotive trading exchange.

As first reported Tuesday by UpsideToday, Oracle has licensed its entire suite of e-business applications to handle Covisint`s back-office operations. Covisint will also use Oracle`s database and application server, as well as components of its Oracle b-to-b marketplace software. (See "Commerce One gets top billing from Covisint.")


Financial terms of the deal were not disclosed, but Oracle does own a 2 percent equity stake in Covisint.


Oracle was set to detail its agreement with the automotive exchange on Thursday, when it announces fiscal second-quarter earnings. But the software giant released the news today, one day after Commerce One and Covisint executives held a joint press conference to trumpet their software and revenue-sharing deal, which included a hefty investment in Commerce One by Ford (F) and General Motors (GM).


Privately, Oracle executives were livid at Commerce One executives for what they believed was a deliberate attempt to make Oracle look like a bit player in the Covisint deal, especially because Oracle was handcuffed by the SEC-imposed quiet period leading up to its earnings announcement.


Oracle was able to make its announcement today after convincing its lawyers that the Covisint deal was inked in its fiscal third quarter, freeing executives from quiet-period restrictions.


The whole quiet-period issue seems like a canard, however, since Oracle CEO Larry Ellison held court in front of a pack of reporters on Monday. The more likely scenario is that Commerce One executives played the public relations game a whole lot smarter than their Oracle counterparts.


But petty rivalries aside, bragging rights are now focused on which company -- Commerce One or Oracle -- plays a bigger role at Covisint. The argument is important because the automotive exchange is the b-to-b marketplace bellwether. If Covisint meets lofty expectations, its technology partners stand to profit handsomely in a variety of ways.


Oracle and Commerce One executives are spinning their respective Covisint deals hard, trying to make the case that each is the king of the hill. And in many respects, they`re both right.


Simply put, Covisint will use Oracle software to build the marketplace`s foundation -- and it`s a thick, sturdy foundation. But Commerce One`s procurement and marketplace software is like a beautiful stained-glass window. When Covisint customers come over to use the marketplace, they`ll be wowed by the stained glass -- they`ll even return to look at the stained glass again -- but the window would shatter without a foundation to support it.


Of course, this debate is moot unless Covisint delivers on its many promises to the automotive industry. Big hurdles have been cleared in the past 12 months -- including battles over regulatory issues and the pain involved in negotiating with the automakers and suppliers -- but Covisint is not there yet.


"Covisint is still almost invisible when talking with even high-level managers at the automakers about their future e-business strategy," writes Kevin Prouty, an automotive e-business analyst at AMR Research, in a research note released today.


"Covisint still needs to put together a clear and concise message to suppliers and automakers," he adds. "Until Covisint can articulate a message around long-term strategy, short-term execution, and hard cost-benefit numbers, users will continue to look at Covisint as a novelty, not a strategic initiative."

[Eboerse]

Dim Star
Leider sind sie noch nicht enthalten,wollte es doch wissen.
Die Antwort auf meine E-Mail an Denise Hopper,


Sir,
The shares Commerce One will exchange with Ford and GM are not on the open
market at this time so it will increase our fully diluted shares.

Denise Hooper
Investor Relations Coordinator
4440 Rosewood Drive
Pleasanton, CA 94588
[phone]
FAX [phone]
[e-mail]

[buckweiser]

grrrr, wieder ein "bisschen" Kurspotential weg

[Shakes]

Princeton, New Jersey, Dec. 13 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analyst Gavin Mlinar at Sands Brothers & Co Ltd. The price target is $150.00 per share.

[buckweiser]

Commerce One: Covisint - ein Pyrrhussieg?

13.12.2000
Aktuelles Urteil: kaufen (unverändert)
Letztes Update: 28.11.2000

Aktueller Kurs: 40,38 USD
Marktkapitalisierung: 7,7 Mrd. USD

KGV 2000/01: k.A. / 1004
KUV 2000/01: 19,4 / 5,9

Am 12. Dezember 2000 wurde die langerwartete Entscheidung verkündet. Die E-Procurement- und Transaktionstechnologie der gemeinsamen B2B-Plattform der Automobilkonzerne General Motors, Ford, Daimlerchrysler, Renault und Nissan wird im wesentlichen von Commerce One geliefert werden. Oracle stellt die Datenbanktechnik, Securityfunktionen, CRM-Tools und allgemeine ERP-Komponenten.

Commerce One schlägt Oracle bei B2B-Software. Damit spielt Oracle hinsichtlich der IT-Infrastruktur von Covisint eine bedeutende Rolle, jedoch hat das Unternehmen bei der Kernkomponente von Covisint, nämlich dem Marktplatz, gegen Commerce One verloren. Der seit über einem Jahr von Larry Ellison verkündete Anspruch, ein bedeutender Player bei B2B-Software zu sein, läßt sich durch die reale Entwicklung kaum stützen.



Der Covisint-Deal im Detail

Im Rahmen des Covisint-Deals wurden zahlreiche Vereinbarungen getroffen, von denen eine sogar die Rechtsform von Commerce One berührt. Auch wenn dies aus bewertungstechnischer Sicht irrelevant erscheint, zeigt sich hier symbolisch die außerordentliche Bedeutung dieses Marktplatzes für Commerce One.

Bis spätestens zum Sommer 2001 soll Commerce One in eine Holdinggesellschaft umgewandelt werden. Die Aktionäre der jetzigen Commerce One werden für jede alte Aktie eine Aktie der neuen Holding erhalten. Die derzeitige Commerce One wird eine Tochtergesellschaft der Holding werden. Wir erwarten, daß diese Holding außerdem Anteile an zahlreichen rechtlich verselbständigten Marktplätzen halten wird.

An dem Unternehmen Covisint wird Commerce One mit 2% beteiligt sein. Sollten die Aktionäre von Commerce One der Wandlung in eine Holding nicht zustimmen, wird diese Beteiligung nicht wirksam. Covisint lizenziert die Softwarekomponenten Marketsite und Enterprise Buyer Desktop Edition von Commerce One und wird Serviceleistungen des Unternehmens einkaufen. Commerce One wird weiterhin 5% der laufenden Umsätze von Covisint erhalten. Hier handelt es sich um die vieldiskutierten Transaktionsgebühren.

Commerce One gibt ihrerseits 14,4 Mio. Aktien an General Motors und 14,4 Mio. Aktien an Ford aus. Der Gegenwert dieser Aktienpakete beläuft sich auf 1,26 Mrd. USD (Schlußkurs 08. Dezember 2000). Der kombinierte Anteil von GM und Ford an Commerce One erreicht somit 14%.


Beurteilung des Deals

Die Entwicklung bei Covisint sehen wir mit einem lachenden und einem weinenden Auge. Sehr positiv ist selbstverständlich, daß die Entscheidung über die Transaktionssoftware zugunsten von Commerce One und gegen Oracle gefallen ist. Schließlich ist Covisint ja das Referenzprojekt für Commerce One. Positiv ist weiterhin, daß Covisint Softwarelizenzen und Services bei Commerce One kaufen wird und diese nicht kostenlos zur Verfügung gestellt werden. Positiv ist die Beteiligung von 2%, die Commerce One an Covisint eingeräumt wurde. Und besonders positiv ist, daß Commerce One einen Teil der Umsätze von Covisint erhält und damit das Modell der Transaktionsgebühren durchgesetzt werden konnte.

Negativ ist dagegen die Größe der Aktienpakete, die an GM und Ford gehen. Commerce One mußte hier Aktien im Wert von 1,26 Mrd. USD abgeben, um die Bereitschaft der Automobilhersteller zu kaufen, mit Commerce One Geschäfte zu machen. Es erscheint uns als sehr unwahrscheinlich, daß aus dem Covisint-Deal soviel Wert generiert wird, daß sich das Geschäft auch für die Shareholder von Commerce One unmittelbar rechnet. Wenn man aber bedenkt, daß Covisint von enormer strategischer Bedeutung für Commerce One ist, indem es als Referenzprojekt dient, daß sehr geholfen hat, die Tür zu zahlreichen Folgeaufträgen zu öffnen, kann man am Sinn der Handlungsweise von Commerce One kaum zweifeln.


Was bringt die Umsatzbeteiligung an Covisint?

Wir wissen nun, daß Commerce One 5% der Covisint-Umsätze in die eigene Kasse leiten wird. Doch 5% von was? Die Umsätze von Covisint sind nach wie vor kaum vorhersagbar. In zwei oder drei Jahren, wenn also die Technologie implementiert und die Organisationsstrukturen umgestellt wurden, soll ein Handelsvolumen von 300 Mrd. USD über diesen Marktplatz abgewickelt werden. Wie teuer kann Covisint sich diesen Service bezahlen lassen? Würde man, über verschiedenste Gebühren- und Servicemodelle, 0,5% des Transaktionsvolumens als Entgelt abschöpfen, müßten die Automobilkonzerne in jedem Jahr 1,5 Mrd. USD an Covisint abführen. Ein enormer Betrag! Schließlich geht es nur darum, Beschaffungsprozesse effizienter zu machen. Das Einsparpotential werden die Automobilhersteller als Kostensenkung im wesentlichen in der eigenen Bilanz verbuchen und nicht etwa an Covisint weitergeben wollen. Insofern erscheint uns die Annahme eines Covisint-Umsatzes von 1,5 Mrd. USD bereits sehr mutig. Commerce One würde dann pro Jahr dennoch nur 75 Mio. USD Transaktionsgebühren erhalten, wenn der Marktplatz vollständig läuft.


Nicht in überzogenen Pessimismus verfallen

Auch wenn die obigen Zahlen notwendig sehr spekulativ sind, zeigen sie doch, daß die ursprünglich erwarteten gewaltigen Einnahmen mit dem Transaktionsmodell kaum zu realisieren sind. Die Verhandlungsposition der Marktteilnehmer ist dafür zu stark. Eine GM läßt sich eben nicht von Commerce One herumschubsen.

Die Enttäuschung über diesen Umstand sollte aber nicht den Blick auf das Gesamtbild verstellen. Commerce One verfügt über eine leistungsfähige und anerkannte Marktplatztechnologie und, aufgrund der Kooperation mit SAP, über eine starke E-Procurement-Software. Mit dem Verkauf dieser Lizenzen und den entsprechenden Services wird das Unternehmen voraussichtlich sehr viel Geld verdienen können. Das man darüber hinaus auch noch wiederkehrende Einnahmen aus Transaktionsgebühren erhält, ist ein Bonus, den so oder ähnlich kaum ein anderer Software-Hersteller vorweisen kann. Auch die Höhe dieser Transaktionsgebühren kann langfristig noch immer erheblich sein. Commerce One baut gegenwärtig ca. 100 Marktplätze auf. In zwei Jahren mögen es 200 oder 300 sein. Auch wenn das Umsatzvolumen bei kaum einem dieser Märkte an das von Covisint heranreichen dürfte, erscheint es als möglich, daß, in einigen Jahren, in der Summe Transaktionserlöse generiert werden können, die die Milliardengrenze sprengen.


Fazit

Commerce One hat sich beim Internet-Marktplatz der Automobilgiganten General Motors, Ford, Daimlerchrysler, Renault und Nissan im entscheidenden Bereich der Transaktionssoftware gegen Oracle durchgesetzt und erhält eine Umsatzbeteiligung am Marktplatz (Transaktionsgebühr), die in ihrer voraussichtlichen Höhe aber eher enttäuschend bleibt. Commerce One mußte dafür 28,8 Mio. Aktien an GM und Ford abgeben. Die Höhe dieser Kapitalverwässerung ist für den Aktionär nur akzeptabel, weil die strategische Bedeutung dieses Geschäfts kaum überschätzt werden kann. Commerce One wird in Zukunft wahrscheinlich in stärkerem Maße von klassischen Softwarelizenzen und Services leben müssen, als bisher von uns vermutet. Da das Unternehmen aber bis heute auch in diesem Bereich stark gewachsen ist und seine Position durch die Allianz mit SAP deutlich verstärkt hat, behalten wir unsere Kaufempfehlung uneingeschränkt bei.

Sepp Ludwig Gramann

© 2000 Performaxx AG

[buckweiser]

eHITEX Selects webMethods For B2B Integration Pilot Program
webMethods and eHITEX Process RosettaNet PIP 2A1 for the High-Tech Marketplace
FAIRFAX, Va., Dec 13, 2000 (BUSINESS WIRE) -- webMethods, Inc. (Nasdaq: WEBM chart, msgs), the leading provider of business-to-business integration (B2Bi) solutions, today announced that eHITEX, Inc., an online marketplace built to secure the needs of the high-tech supply chain communities, selected webMethods for RosettaNet as the integration technology for its eMarketplace pilot program. webMethods is providing the B2Bi technology for the marketplace pilot to process RosettaNet Partner Interface Processes(TM) (PIPs(TM)). RosettaNet PIPs are designed to align the electronic business processes of trading partners within the information technology (IT) supply chain.

[buckweiser]

Die Institutionellen kaufen weiter:

aktuell:

Institutional
Total Number of Holders 290 Total Shares Held 63,049,501
% of Shares Outstanding 32.65% Total Value of Holdings $2,545,623,603
Number of Buys 178 Number of Shares Bought 30,949,240
Number of Sells 90 Number of Shares Sold 6,684,512

4.12.:

Institutional
Total Number of Holders 287 Total Shares Held 62,898,636
% of Shares Outstanding 32.57% Total Value of Holdings $1,816,198,115
Number of Buys 174 Number of Shares Bought 30,798,375
Number of Sells 91 Number of Shares Sold 6,744,772


nicht die Welt, aber die Richtung stimmt

[DimStar]

Aus dem Performaxx-update:
"Wir wissen nun, daß Commerce One 5% der Covisint-Umsätze in die eigene Kasse leiten wird."

Ich glaube nicht, daß sie es wissen. Andere Quellen sprechen von einem höheren Anteil.

@klarius
ist ok. die 2 % ist die beteiligung von C1 an der Firma Covisint. Sprich: Sie bekommen 2 % der Gewinne (insofern sie die 2 % nicht zum IPO abgeben) und eine Anteil am Umsatz in unbekannter Höhe (das businessmodell sieht generell 5-20 % vor, es wird wohl unter 10 % sein). Die wahre Höhe werden wir vielleicht nie erfahren, aber die Sache wird transparenter, wenn Covisint an der Nasdaq notiert (Zahlenveröffentlichung).

@Eboerse

Vielen Dank ! Damit muß ich mein persönliches Kursziel nicht unerheblich herunterschrauben.

[Prognose1]

@ DimStar

Und wo liegt Dein persönliches Kursziel jetzt ?

[boxenstopp]

Commerce One - "Strong buy" mit Kursziel 18:11 13.12.00
COMMERCE ONE INC Sands Brothers & Co Ltd.
Commerce One - "Strong buy" 17:57 13.12.00
COMMERCE ONE INC U.S. Bancorp Piper Jaffray
Commerce One - "Buy" 17:51 13.12.00
COMMERCE ONE INC Robertson Stephens
Commerce One - "Buy" mit Kursziel 14:16 13.12.00
COMMERCE ONE INC ABN Amro Holding N.V.
Commerce One - "Strong buy" mit Kursziel 13:56 13.12.00
COMMERCE ONE INC First Union Securities
Commerce One - "Buy" 18:19 12.12.00
COMMERCE ONE INC McDonald Investments Inc.
Commerce One - "Outperform" mit Kursziel 13:19 12.12.00
COMMERCE ONE INC Lehman Brothers Holdings Inc.
Commerce One - "Buy" mit Kursziel 11:20 11.12.00
COMMERCE ONE INC BfG Bank
Commerce One - "Recommend List" 15:08 08.12.00
COMMERCE ONE INC Goldman Sachs Group, Inc.
Commerce One - "Strong buy" mit Kursziel 15:43 04.12.00
COMMERCE ONE INC First Union Securities
Commerce One - auf "Accumulate" heraufgestuft mit Kursziel 15:47 01.12.00

[DonalDuck]

Aus dem Performaxx-update:
"Wir wissen nun, daß Commerce One 5% der Covisint-Umsätze in die eigene Kasse leiten wird."

dimstar:
Ich glaube nicht, daß sie es wissen. Andere Quellen sprechen von einem höheren Anteil.



Im Conference-call anlässlich der Covisint-Beteiligung am Dienstag wurde die Frage nach dem revenue Anteil an Covisint gestellt. Rico (interim-ceo covisint) antwortete dazu sinngemäß das die C1 Beteiligung irgendwo zwischen 5-10% liegen wird. Daraufhin kam die Rückfrage ob man daraus also schließen könne das die Beteiligung mindestens 5% beträgt - Rico beantwortete dies aber leider nicht mit einem klaren JA, sondern versuchte sich hier vor einer konkreten Aussage rauszuwinden (hatte zumindest für mich den Anschein). Leider war der webcast des conference calls bzgl. der Tonqualität relativ schlecht, so daß ich nicht alles 100% verstanden habe (besonders Rico klang sehr verzerrt - Handy?).

Vielleicht kann sich ja noch jemand an den genauen Wortlaut von Rico erinnern und hier wiedergeben.

[Eboerse]

http://biz.yahoo.com/prnews/001214/il_click_c.html

Click Commerce to Connect Suppliers with Commerce One.net Via Real-Time Buyer/Seller E-Marketplace Integration Solution
Alliance to Bring E-Marketplace Access to the Click Commerce ECM Solution
CHICAGO, Dec. 14 /PRNewswire/ -- Click Commerce, Inc. (Nasdaq: CKCM - news), the leading provider of Enterprise Channel Management (ECM) solutions, today announced the signing of a preliminary, non-binding memorandum of understanding with Commerce One, Inc. (Nasdaq: CMRC - news), the leader in global e-commerce solutions for business. Definitive agreements are expected to be executed in the first quarter of 2001.

Under the preliminary terms, the alliance is expected to provide Click Commerce`s customers and Global 2000 suppliers with a real-time buyer/seller integration solution that will enable them to increase their market share and reach new customers through participation in Commerce One.net, an open e-marketplace that provides global e-commerce services to buyers, suppliers and other e-marketplaces. It is anticipated that Click Commerce customers will also have real-time access to an extensive number of buyers via the Commerce One Global Trading Web(TM), the world`s largest B2B trading community extending across 54 countries on six continents.

``We believe that connecting new suppliers to e-marketplaces is key to driving business commerce onto the World Wide Web,`` said Roy Satterthwaite, vice president, Commerce One.net at Commerce One. ``We expect that our work with Click Commerce has the potential to accelerate that process, building business communities and enabling e-marketplace liquidity.``

Click Commerce is developing a connector solution to enable its customers to access marketplaces built on Commerce One e-marketplace platforms. It is expected that this will allow Click Commerce`s customers and their trading partners to partition and publish content to marketplaces and conduct transactions with marketplace buyers in real-time -- all within their Click Commerce ECM system. This is intended to enable suppliers to significantly expand their market coverage without giving up control of their brand or their customers.

Click Commerce also expects to support Commerce One`s Common Business Library (xCBL) transactions within the Click Commerce product suite. xCBL provides leading, open XML specifications for the cross-industry exchange of business documents such as purchase orders, invoices, product descriptions and shipping schedules.

``We are very excited to be working with Commerce One, a leader in B2B e-commerce solutions,`` stated Michael W. Ferro, Jr., chairman and CEO of Click Commerce. ``Strong supplier participation is the key to building successful e-marketplaces. We believe that our solutions, coupled with access to the Commerce One Global Trading Web(TM), will provide our customers with the value-added services that they are looking for to distinguish themselves in the marketplace and enable them to extract additional value from their brand.``

Click Commerce offers the most robust ECM solution on the market, featuring an XML-enabled, layered architecture consisting of the Click Commerce Relationship Manager(TM) ECM platform and a suite of more than 80 application modules across the manufacturing value chain including pre-sales, marketing, ordering, service, and warranty. Click`s Relationship Manager provides highly personalized information for every individual in a company`s partner channel and provides the ability to model complex channel relationships and tailor the user`s experience based on their role in that channel.

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 Global Trading Web(TM) is the world`s largest business-to-business trading community. Composed 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 .

About Click Commerce, Inc.

Click Commerce (Nasdaq: CKCM - news) is the leading provider of Enterprise Channel Management solutions that synchronize all commerce activities throughout sell-side partner communities. A sampling of leading companies using Click Commerce solutions to manage their complex distribution channels include American Standard, Black & Decker, Delphi, Emerson, Equistar, Hyundai, Kawasaki, Mitsubishi, Motorola and Qualcomm. With its integrated e-business platform and proven application portfolio, Click Commerce enables global enterprises to significantly increase brand loyalty, customer satisfaction and financial performance. Visit Click Commerce at www.clickcommerce.com .

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended: Statements in this press release that are not historical facts and refer to the company`s future prospects are ``forward-looking statements`` under the Private Securities Litigation Reform Act of 1995. These forward-looking statements are generally identified by words such as ``expect,`` ``anticipate,`` ``intend,`` ``believe,`` ``hope,`` ``assume,`` ``estimate`` and other similar words and expressions. The statements are subject to risks and uncertainties and actual results may differ materially from those indicated by these forward-looking statements as a result of various factors, including but not limited to, the risk that the parties do not execute definitive agreements with respect to the alliance, that the final terms of the agreement differ from those initially planned, 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 ability of Click Commerce to execute on its plan to enter into strategic alliances with system integrators and business consultants, the extent of customer acceptance and utilization of Click Commerce`s Enterprise Channel Management solutions, the impact of competitive products and services, the company`s ability to manage growth and to develop new and enhanced versions of its products and services, the effect of economic and business conditions, the company`s ability to expand overseas, changes in technology, deployment delays or errors associated with the company`s products and the company`s ability to protect its intellectual property rights. For a discussion of these and other risk factors that could affect Click Commerce`s business, see ``Risk Factors`` in Click Commerce`s recent Registration Statement on Form S-1, which is on file with the Securities and Exchange Commission. For additional 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 September 30, 2000.

Click Commerce is a trademark of Click Commerce, Inc. All other company and product names mentioned herein may be trademarks and/or registered trademarks of their respective companies.

SOURCE: Click Commerce, Inc.

[Bimbes44]

@buck.....

Frage zu der Anzahl von C1-Aktien in Intitutioneller
Hand.
Wie sind die von Dir angegebenen Zahlen zu bewerten?
Habe keine Vergleichsmöglichkeiten.

Danke
Bimbes

[march]

Hallo zusammen,

ich habe mir mal einige Gedanken zum Deal C1 und SAP gemacht, nachdem ich gehört habe, daß der Exclusivvertrag zwischen C1 und der Deutschen Telekom aufgelöst wurde.
Stattdessen soll ein Vertrag zwischen C1, SAP und der DT neu aufgesetzt worden sein.

Gleichzeitig habe ich vernommen, daß C1 wichtige Teile seiner internen Entwicklung an die SAP übertragen hat.

Diese soll aber angeblich bei der Weiterentwicklung von C1-Komponenten etwas Blockadepolitik betreiben.

Meine Frage ist nun, ob SAP den Deal mit C1 nur eingefädelt hat um mit ihnen zu kooperieren oder vielmehr um Kontrollmöglichkeiten zu haben und somit ihr eigenes Produkt (B2B-Procurement) besser vermarkten zu können ?

Demnach wäre dieser Deal wohl doch nicht so sehr das, was wir uns vorgestellt haben, oder ?!

Gruß
March

[buckweiser]

@bimbes: unter nasdaq.com kannst Du sehen, wieviele Aktien sich in institutionellen Händen befinden, Anfang November waren es gut 20%, jetzt über 30 und es werden tgl. mehr, das ist positiv zu bewerten, da die Stücke in "feste Hände" wandern - allerdings ist der prozentsatz im Vergleich zu anderen Hightechs noch relativ gering, Arba z.B. befindet sich zu ca. 50% in Händen Institutioneller

[Prognose1]

@ buckweiser

ist doch besser so !
Da Commerce One sich immer besser zu entwickeln scheint, werden die Institutionellen noch ein paar Prozent an der Börse nachkaufen müssen.
Irgendwie wird Ariba schon auf dieses hohe Bewertungsniveau geraten sein

[DimStar]

@Prognose1
88 $

@DonalDuck
danke, ich habe gerade mal reingehört. dieser Rico ist wirklich nicht gut zu verstehen. ich habe seitens Robert Tarkoff (C1) vernommen, daß C1 eine guidance bzgl. der mega-exchange-revenue-sharings von 5-10 % gegeben hätte. Daraufhin die Analystenfrage, ob beim deal mindestens 5 % vereinbart wurden ... Tarkoff: ehh, ja, ich kann ihnen sagen, daß der deal Covisint diesbezüglich im Einklang mit unserer guidance steht. ich interpretiere die aussage so, daß es mindestens 5 % sein werden und würde darauf spekulieren, daß es angesichts der Größe des Deals eher nicht Richtung 10 % sondern 5 % geht. der hinweis auf den einklang mit der guidance ist ein formaler spruch, den man oft von CFOs hört.

@march
wäre nicht schlecht, wenn du deine quellen preisgeben würdest. von diesen dingen oder schlußfolgerungen habe ich bislang nichts gehört und halte sie auch kaum für realistisch. Kunden verfolgen eine breitangelegte beschaffungsstrategie und brauchen dafür dementsprechend umfassende produkte. SAP hat dabei eben nicht die procurementsoftware und C1 nicht die herkömmliche businesssoftware (ERP, Datamining, Business Data Warehousing, Supply-Chain-Management u.a.), die vielseits bereits installiert ist bzw. darin eingebunden werden muß. gut finde ich dabei auch, daß die sap-on-ramps bei MarketSet modular verfügbar sind und kunden, ob groß oder klein, ein spezielles paket wählen können. SAP erhofft sich einen höheren Marktanteil mit seiner Lösungsbandbreite und ebenso C1. Mit dieser Partnerschaft soll es ihnen gelingen gemeinsam stark zu werden, da die Kunden eben solche Pakete brauchen.

[DonalDuck]

@dimstar

danke das du dir die Mühe gemacht hast und nochmal reingehört hast.

[CooolBoy]

?????????????????????????????????????????????????????????????????????????????????????????????????????????

http://www.boersenagent.de/w3/nachrichtint.asp?ID=6787&typ=n…

Microsoft plant neuartiges B2B - Modell
vom 08.11.00

Zusammen mit dem PC-Hersteller Compaq und der amerikanischen Clarus Corp will die Microsoft Corp. Ein neuartiges B2B-Modell entwickeln, das Anwendern die Möglichkeit gibt, diese Plattformen selbst zu verwirklichen. Usern wolle man alles von der notwendigen Hardware bis hin zu Software und Consulting aus einer Hand bieten. Mit Microsoft und Compaq haben sich also drei Marktführer zusammengetan, die den B2B-Wettbewerbern wie Ariba oder Commerce One sicherlich starke Konkurrenz machen können.

?????????????????????????????????????????????????????????????????????????????????????????????????????????

[AndyBusch]

Hallo Coooboy

Zusammen mit dem PC-Hersteller Compaq und der amerikanischen Clarus Corp will die Microsoft Corp. Ein neuartiges B2B-Modell entwickeln...

Sollte man sicher ernst nehmen. Allerdings ist MSFT etwas in der Defensive. Mit dem Wachstum von OS und Office-SW ist die immer noch hohe MK IMHO nicht aufrechtzuerhalten, weshalb man (übrigens auch analog zu INTC) bestrebt ist, in andere Geschäftsfelder, die mehr Wachstum versprechen, vorzustossen.

Bei Firewalls wollte man z.B. CHKP [die man sich auch mal anschauen sollte] Konkurrenz machen, was zum Scheitern verurteilt sein dürfte.
Ich glaube auch nicht, dass MSFT bei B2B eine bedeutende Rolle spielen wird, höchstens als OS-Plattform. Kommt mir ein bisschen vor wie Aktionismus. Man arbeitet ja bekanntermaßen u.a. auch mit VERT und CMRC zusammen. Wie das alles zusammengehen soll .?

Trotzdem hat mich bei CMRC immer gestört, dass die SW ausschließlich auf Windows-Plattformen läuft/lief. Ein Interview mit Mark Hoffman hat meine Bedenken diesbzgl. etwas zerstreut, wo er folgendermaßen zitiert wird:

von hoffs2000 aus dem MF-board:
http://boards.fool.com/Message.asp?mid=13874109
You are one of the few hot Internet-software companies to go with a Microsoft-based architecture rather than Java. Will that change?
A: We`re going to support both. We will have lines of code for both. I came out of the Unix world. But we have always had a good relationship with Microsoft. I felt when we started, and I certainly do now, that [Windows] NT is capable of running high-performance platforms.... we will have a Unix version by the end of the year. A lot of our customers out there are 100% committed to Unix in the IS environment, and we will support them.
.

Meine Meinung: solange die CMRC-SW nicht auf UNIX-(Derivaten) läuft, ist das nur eine halbe Sache. Gerade bei wichtigen Geschäftsanwendungen ist UNIX aus verschiedenen Gründen (u.a. Stabilität) sehr bedeutend. Wir müssen also nicht mehr parallel die Marktdurchdringung von Windows-xx scannen.
[ich bin übrigens absolut kein Windows-Fan. Meine alte UNIX-workstation (Apollo) lief z.B. 2 Jahre - nochmal 2 Jahre !!! - ohne Unterbrechung/Herunterfahren durch. Das ist fast reif für das Guiness-Buch der Rekorde. Mein Windows-98 FE zu Hause zeigt nach jeder 2-Stündigen Surfsession schwere Macken. Das Windows-NT in der Arbeit ist etwas stabiler, liegt aber in Punkto Stabilität immer noch eine Größenordnung hinter meiner neuen HP-UNIX-workstation]

grüße Andy
p.s. habe heute nochmal nachgekauft. Trading-position. Gap bei $ 52 !.
Wenn Greenspan am Dienstag eine Zinssenkung bekannt gibt bzw. für die nahe Zukunft nicht ausschließt, sollten wir die $ 52 bald sehen. Wenn nicht... . Naja ich fahre bald wieder in einen längeren Urlaub .

[DimStar]

Andy,
so sehe ich das bislang bei meinen trades auch. notfalls kann man solche stücke ja halten, wenn man längerfristig auch davon überzeugt ist. längere urlaubsfahrten sind derzeit wohl eine gute alternative zur nasdaq-achterbahn. beides kann eine menge geld kosten.

Friday, December 15, 2000, 4:25 PM ET.

Siebel Enters Buy Side Of E-Biz

...
"The Siebel product out of the box did not provide the information that we needed to drive our factory," he said. "Siebel adds up a list of parts. That`s all well and good, but that`s not how we drive our factory."


http://www.internetwk.com/story/INW20001215S0005

[HaG]

It Lacks a CEO and an IPO, Yet Covisint Still Garners a Big Valuation
By Adam Lashinsky
Silicon Valley Columnist
Originally posted at 7:01 AM ET 12/13/00 on RealMoney.com

A year ago it was an article of faith in the investment community that Covisint, the electronic parts-procurement exchange owned by the major auto companies, would go public shortly with a $50 billion valuation.

The nod to reality is that Covisint not only hasn`t gone public yet, it`s not even done picking all the technology it will use or a chief executive to run the thing. Where the dream state continues is that the automakers, shut out of much of the fun of the Internet-stock mania, still think their creation will be a big public company.

In fact, Covisint, which announced an expanded relationship Tuesday with software maker Commerce One (CMRC:Nasdaq - news), thinks so highly of its valuation that it reckons its exchange will be worth about half the market value of the Big Three automakers combined.

That`s right. Based simply on what Commerce One is "giving" Covisint (by granting shares to Ford and GM) -- stock worth about $1.2 billion on Friday -- and what Covisint is giving Commerce One -- a 2% stake in the project -- Covisint is worth about $59 billion, which works out nicely to be half the combined $118 billion market value of Ford (F:NYSE - news), Daimler Chrysler (DCX:NYSE - news) and General Motors (GM:NYSE - news), Covisint`s principal shareholders.

Does that valuation make any sense, given that all that value is predicated on Covisant making life more efficient for its shareholders and, more importantly, their suppliers?

"Well, that`s what the numbers tell you," says David Garrity, an analyst with Dresdner Kleinwort Benson in New York. "I give them full credit for finally getting this thing agreed do." Garrity rates Commerce One shares a buy. Remember, though, he`s the former thousand-dollar man ? he put a $1,000 price target on Commerce One, a stock that closed Tuesday at 40.38, or about 200 adjusted for splits to compare with Garrity`s old target price.

Still, Garrity does point out accurately that the 28.8 million share "investment" Ford and GM are making in Commerce One really is nothing more than the reassignment of 28.8 million warrants previously assigned to GM.

He also points out that Covisint was supposed to have a CEO by now. In a conference call with reporters and analysts, GM executive and interim Covisint CEO Rico Digirolamo said Covisint is interviewing candidates and expects to have a CEO shortly. Digirolamo also said the company is aiming to have its IPO by the end of next year. Some time between now and then the fledgling company aims to choose supply-chain management software, a contract most expect to go to Commerce One partner SAP (SAP:NYSE - news).

Fledgling though it may be, Covisint packs plenty of punch. It has been responsible for $1.5 billion worth of transactions. The company itself can get a fee of between 1% and 5% for each transaction, so it`s recording real revenue already. Digirolamo predicts revenue in the hundreds of millions in two to three years and "into the billions" during the 10-year agreement it is crafting with Commerce One.

This is all good for Commerce One, which provides the software on which this and other exchanges run. Commerce One will take a piece of that revenue. Garrity forecasts that Covisint could have 2001 transaction volume of revenue of $60 billion, or 20% of worldwide auto procurement of $300 billion. If it got a 4% commission, revenue would be about $2.4 billion and Commerce One`s cut would be about 5%, or $120 million.

Commerce One`s stock declined 8% Tuesday, so Wall Street likely had baked the Covisint news into the stock. Business-to-business software has been dying a slow death on Wall Street but is alive and well in the auto world. Prediction: Covisint never will get a $50 billion valuation in the public market.

[HaG]

Exostar Selects Vastera to Expedite Global Trade; Aerospace and Defense Exchange to Enable More Effective Global Trade for Clients

FRIDAY, DECEMBER 15, 2000 11:28:00 AM EST
DULLES, Va., Dec 15, 2000 VAST, the leading provider of solutions for global trade management, today announced that Exostar, a leading aerospace and defense marketplace, will leverage Vastera`s TradeSphere solutions to perform regulatory compliance checks on international transactions.

Powered by Commerce One, Exostar is an independent and neutral trading exchange for the aerospace and defense industry, which allows participants to coordinate buying and selling activities.

By bringing together leading manufacturers and buyers from all over the world, Exostar allows companies to access markets and purchase goods that they may not have had visibility to before.

Exostar`s initial trading partners represent some of the most significant players in the aerospace and defense industry, including BAE SYSTEMS plc, The Boeing Company, Lockheed Martin Corporation and Raytheon Company. Exostar was recently awarded the AFEI (Association for Enterprise Integration) 21st Century Commerce Technical Excellence Award.

Because the aerospace and defense industry is one of the most regulated in the world in terms of international trade, Exostar has chosen to use Vastera`s TradeSphere solutions to perform regulatory compliance checks on the exchanges within its site.

"The key to our marketplace is our ability to provide companies with greater visibility to buying and selling opportunities around the world, and also the ability to execute those exchanges quickly and efficiently," said acting Exostar Chief Operating Officer, Skip Shaw. "The regulations that govern international trade within the aerospace and defense industry, however, are significant. We believe that by leveraging Vastera`s TradeSphere solutions, we will be able to help our clients take advantage of trading opportunities, while adhering to the country specific regulations that govern them."

"We believe that by leveraging our solutions, Exostar will enable its clients to take advantage of international opportunities," said Mark Ferrer, COO of Vastera. "This transaction also shows that our relationship with Commerce One is already starting to pay dividends."

[HaG]

FORT LAUDERDALE, Fla., Dec 12, 2000 (BUSINESS WIRE) -- Autobex today announced the release of Autobex.com 1.1. The leading Automotive B2B e-Marketplace incorporates several new features including merchandising, industry categorization and auto-generated smart forms.

"We are excited about the new features that Autobex.com offers marketplace buyers and suppliers," said Phil Carter, co-founder and CEO of Autobex. "By providing a merchandising platform and by arranging our products in categories familiar to the automotive industry, we have made the e-market much easier to use for both buyers and sellers."

The new merchandising platform will enable suppliers to feature special deals at both the entrance to the market and in the market`s major departments. Buyers that select merchandised products will retain full functionality of Commerce One`s business rules, workflow and shopping cart capabilities.

For Autobex.com 1.1, Autobex designed a proprietary Automotive Industry categorization scheme to replace the generic UN/SPSC categorization used in release 1.0. "Buyers were confused by the rigid UN/SPSC format that includes categories such as luggage and apparel," said Joe Hess, Vice President of Supplier Relations for Autobex. "The Autobex categories are more intuitive and practical for the automotive industry buyer and make the business rules capabilities of the Commerce One engine more powerful."

The creation of smart forms, the product configurator used in Commerce One markets, was greatly facilitated in the construction of Autobex.com 1.1 by a new tool developed by the Autobex engineering team. After specifying smart form parameters, the Autobex tool automatically creates the smart form code and associates the smart form with the appropriate product in the marketplace.

The release of Autobex.com 1.1 extends Autobex`s track record as one of the world`s most innovative and fast moving Commerce One Net Market Makers. "To our knowledge," commented Jack Belshe, Autobex`s VP of Content Engineering, "Autobex.com is the first Commerce One marketplace to feature integrated merchandising, customized categorization and auto-generated smart forms."

[HaG]

Commerce One Favored Over Ariba by Walravens, Barron`s Says


New York, Dec. 16 (Bloomberg) -- Commerce One Inc. shares are a better buy than those of rival software maker Ariba Inc., whose market value of $16 billion is more than twice as high, Lehman Brothers analyst Patrick Walravens told Barron`s.

Ariba shares tumbled 12 percent Tuesday after Walravens started coverage with a ``neutral`` rating, saying the stock has little room to rise.

Walravens says Commerce One`s shares are cheaper than Ariba`s based on their multiple to sales, and Commerce One`s partnership with German software maker SAP AG gives it a more complete product line, Barron`s said.

Ariba said its loss widened to $339 million in the fiscal fourth quarter that ended in September, even after an eightfold rise in sales of its software that helps companies buy and sell goods over the Internet. The company blamed higher spending on marketing.

(Barron`s 12/16 52)

Dec/16/2000 16:33 ET

[serano]

Aus dem yahoo board:

Barron`s Article on Ariba

A Street Dissenter Weighs In on a B2B Star
By BILL ALPERT

Nearly 40 brokerage-firm analysts have lavished praise on Ariba, the stock-market star of business-to-business e-commerce. But one launched coverage of the procurement-software firm Tuesday with a Neutral rating, and clipped a third off Ariba`s shares. The analyst, Lehman Brothers` Patrick Walravens, spooked investors with a report that Ariba`s core market was already 24% penetrated. Pricing pressures, said the Lehman analyst, had begun to appear.

"Ariba is a superb company," says Walravens. But with a $25 billion market value -- as of the day Walravens published his note -- the analyst saw little upside. Assuming Ariba reaches $5.2 billion in revenues for the year 2005, he figures, that business` discounted present value is $27 billion. Even at Friday`s close of $67, the Mountain View, California, firm commands an $18 billion stock-market cap.

Even after Wall Street abandoned hope for business-to-consumer plays like Amazon.com, investors remained gaga for B2B stocks like Ariba. The company has consistently exceeded growth forecasts for its Internet-based systems -- which help large enterprises buy products and services. September-quarter revenues of $135 million, for example, were 67% above the immediately preceding quarter`s level. Ignoring noncash expenses (as everyone seems to do these days), Ariba already has passed breakeven.

But after talking to 30 e-procurement customers, and the operators of Webbased B2B marketplaces, the Lehman analyst says he found plenty of evidence of pricing pressure. One company told Walravens that it obtained a product for $250,000 from an Ariba rival, compared with Ariba`s price of $2 million. Says the analyst: "At some point, Ariba`s going to have to respond."

Ariba didn`t respond to Barron`s, however, despite several days of requests for comment.

Walravens does like Ariba rival Commerce One. That Pleasanton, California, firm has a more complete solution, says the analyst, thanks to a collaboration with the manufacturing software giant SAP. What`s more, Commerce One`s $36 shares trade at a multiple of sales that`s about one-third of Ariba`s.

Reuters is one of the few Old Economy companies with a good Internet story. The word "old" is not used loosely: The company started spreading financial news more than 150 years ago, by carrier pigeon and telegraph. But London-based Reuters Group Holdings has adeptly stayed on the technology curve, and announced a companywide initiative this year to re-engineer all its financial-information products into Internet-style offerings. According to Tom Glocer, who will become Reuters` chief executive when Peter Job retires next July, the lasting benefits of Internet technologies will accrue to established businesses like Reuters, rather than fading dot.coms. "Was there any such thing as the New Economy?" asks Glocer. "Or was there only one economy?"

[RolfBraun]

hahaha...

Nicht schlecht, wenn man sich daran erinnert, daß CMRC vor 6 Monaten bei "Barron´s" auf einer "Todesliste" stand...

...so ändern sich die Zeiten!

Bin schon gespannt, wie die Amis am Montag darauf reagieren, "Barron´s" hat in den USA einen relativ starken Einfluss auf das Verhalten von Privatanlegern...

-Rolf-

[buckweiser]

18.12. 07:08
Barrons`s B2B Favorit: Commerce One oder Ariba?
--------------------------------------------------------------------------------


Im Barrons vom Wochenende stand zu lesen, dass der Lehman Analyst Patrick Walravens im B2B-segment ein Investment in Commerce One klar dem in Ariba vorziehen würde. Commerce One ist bezüglich Umsatz-Multiple gunstiger als Ariba bewertet, wobei Ariba mit $16 Mrd. eine mehr als zweimal so hohe Marktkapitalisierung als Commerce one besitzt. Zudem sei die Produktpalette von CMRC durch die Partnerschaft mit SAP abgerundeter und breiter angelegt. Im letzten Quartal weitete sich Ariba`s Verlust aufgrund erhöhten Marketingaufwands auf $339 Mio. aus, der Umsatz verachtfachte sich.

Am Dienstag musste Ariba um 12% nachgeben, nachdem Walravens sein Coveragde von Ariba mit einem Neutral-Rating eröffnete (BoerseGo berichtete) und das geringe Kurssteigerungspotential ansprach.

© BörseGo.de

[Eboerse]

Wieder eine Ohrfeige für Ariba,

Monday December 18, 8:04 am Eastern Time


Simplexis and IBM Team to Deliver Comprehensive eProcurement Solution For Schools


Hosted eProcurement Helps Streamline Purchasing and Cut Costs Through Integration With Financial Systems
SAN FRANCISCO, Dec. 18 /PRNewswire/ -- Simplexis and IBM (NYSE: IBM - news) today announced a preferred provider agreement to deliver a full range of hosted eProcurement software and services to the nation`s school districts. This eCommerce solution enables streamlined, integrated purchasing online, helping to save time and money.

The agreement calls for IBM and Simplexis to leverage their K-12 industry knowledge, products and services to offer school districts a simple, reliable and comprehensive eProcurement solution. IBM will be a provider of implementation and integration services to school districts using the Simplexis eProcurement software.

The Simplexis eProcurement solution can dramatically reduce the overall processing cost of requisitioning purchase orders, workflow approval and significantly streamlines the ``sealed bid`` and ``informal quote process.`` School districts can increase buying power through aggregate purchasing and purchasing that can be done in conjunction with state and existing contracts. The system is customized specifically for school districts.

``Leveraging IBM`s deep knowledge of system integration and professional services will help expand Simplexis` fast rollout in the market,`` said Bruce Richardson, Executive Vice President at AMR Research. ``At the same time, IBM now has a very powerful eProcurement offering for its current school district customers.``

``We are always searching for ways to increase efficiencies throughout our district to maximize every tax dollar spent on education,`` says Casey Ramas, Director of Purchasing at the Rockford, School District in Illinois. ``Simplexis` solution has allowed us to tie the efficiencies of the Web into our back-end financial system to create an entirely paperless environment. We look forward to saving valuable time and money as a result; money that can be put to better use in the classroom.``

``IBM has a tremendous reputation for delivering high quality technology solutions to small, medium and large school districts across the nation,`` states Simplexis CEO Amar Singh. ``Our customers benefit from IBM`s extensive experience in the K-12 marketplace and have an increased level of comfort knowing the resources of IBM will be the implementation and integration provider behind the Simplexis solution.``

IBM has extensive experience in integrating new technology with school districts` existing systems, reworking their business processes and training end users. IBM`s broad range of services includes implementations of financial systems, student information systems, and human resources systems. The company has also helped schools re-evaluate their procurement processes and written software to tie these systems together.

``Electronic procurement of products and services can help save our nation`s schools millions of dollars,`` said Sean Rush, general manager IBM Global Education Industry. ``We believe that Simplexis has a very robust eProcurement solution tailored to meet the needs of our K-12 customers and the added value of a hosted delivery model can enable schools to realize the benefits of eCommerce, even with limited IT resources. During IBM`s own e-business transformation in procurement, we learned the benefits of moving to an eProcurement system are fully realized after integrating with back end systems.``

About Simplexis

Simplexis delivers comprehensive eProcurement services to school districts and their suppliers nationwide. Using the simple, reliable and comprehensive SimpleBuy(TM) solution, school districts save time and money purchasing the products and services needed to keep schools running. Leveraging its strategic alliance with IBM and Commerce One (Nasdaq: CMRC - news) Simplexis helps school professionals comparison-shop online for value, combine orders to earn bulk discounts, electronically solicit prices from vendors, and process payments efficiently while eliminating unnecessary paperwork and approval delays. By working with Simplexis, companies that market to schools are able to sell more products and services more efficiently to more school districts. Simplexis` mission is to help America`s schools save $10 billion by 2005 -- leaving more dollars for kids in classes. Simplexis is an Internet Capital Group (Nasdaq: ICGE - news) company and other investors include GE Equity. For more information, please visit at http://www.simplexis.com/ .

[HaG]

Paying for IT 2001

By STEVE ULFELDER




(December 18, 2000) On your feet, people. We`re going to do a little O`Jays here. Sing it with me:
Money money money money. Money!
Computerworld recently interviewed 100 IT managers at organizations with at least 400 employees. The subject: money.
Some people got to have it (yeah, yeah).
Some people really need it. (Haw. Listen to me y`all.)

We asked about IT budgets in the coming year. For the most part, IT leaders will have more to spend: 59% of the respondents said their budgets will increase next year. The average increase for those who expect to see a budget boost is 10%.

Only 9% said their budgets will decrease next year, while 29% said they don`t foresee any changes.

You wanna do things, do things, do things, GOOD things with it.
Indeed. But what good things?
Here`s what we found out.

With no end in sight for the IT labor crunch, it`s at least a mild surprise that while 37% of the respondents said their budgets for new hires will increase, 45% said they expect their recruiting budgets to hold steady. Kurt Potter, a research director at Stamford, Conn.-based Gartner Group Inc., says recruiting eats up a whopping 52.8% of the IT budget at a typical company. Training expenditures, too, are expected to rise: 46% of respondents said they`ll spend more on training - the biggest percentage increase among a list of budget items presented in the survey.
Click image to view By the Numbers
With privacy and security also chief concerns, many IT managers anticipate spending more on security: 29% said their budgets for security projects will increase 10%, on average. If there`s a surprise there, it`s that more IT organizations didn`t foresee a budget boost. Analysts say security and data privacy are top-level issues for IT. Yet they speculate that much of the additional money spent on security is covered in other areas cited in the survey, including software applications, which have strong security folded into them, as well as consulting expenditures.

Staff dedicated to security, consumer-focused e-commerce, data warehousing, data center management and wireless technology should stay constant next year, the survey showed. Meanwhile, business-to-business e-commerce and intranets will likely eat up more resources.

So, what are the do-or-die items for IT? When asked which two projects will be most critical during the next 12 months, business-to-business e-commerce came out on top, chosen by 29% of respondents.

Gartner figures show that e-business is consuming 12.7% of IT budgets this year, and that number is expected to rise to 15.5% next year. Moreover, "we think that number is understated," Potter says, because managers tend to "be in denial for a year or two" when a major new expenditure, such as e-commerce, affects their budgets. Potter says most of the IT budget increases during the next several years will be attributable to e-commerce.

Would it be prudent, then, for IT leaders to reexamine their e-commerce budgets and perhaps revise them upward? Both Potter and Bob Kraus, an analyst at Boston-based AMR Research Inc., say it would.

E-business is driving much of the increased spending for next year. Paula Hinchliffe, a network administrator at Seal Master Corp., a manufacturer of rubber products in Kent, Ohio, is one IT manager who plans to staff up - in her case, because Seal Master is beefing up its Web presence. She says Seal Master`s decision to increase its Internet footprint means "we`ve got inside people designing graphics, outside people working with the servers, and a guy focused on the network and security."

Web Hype?

But not all IT leaders are plowing money into e-business. Greg Walton, vice president and CIO at Roanoke, Va.-based Carilion Health System, says that in his industry, "there`s a lot of hype around the Web. The smart companies will adopt the Internet with rifle shots, not shotgun blasts." For this reason, Carilion`s increased spending on e-business will be incremental rather than dramatic next year, Walton adds. "We`re not going to turn our budget inside out for it," he says.

>A large pack of choices follows business-to-business e-commerce on respondents` lists of their two most critical projects: Security, intranets, enterprise resource planning (ERP) and data center management were each cited by about 18% or 19% of respondents.

Yes, ERP. Though its major vendors have had a rough 18 months and ERP tools are increasingly diffused and fragmented among customer relationship management and e-business software, "ERP is far from dead," says Kraus. North American companies this year will have spent 32% of their application budgets (not to be confused with the broader IT budget) on ERP, according to AMR. The research firm adds that e-commerce applications are moving up fast, consuming 23% of application budgets.

To many experts and IT leaders, one area that appears ready to absorb a larger share of IT budgets is wireless technology: 40% of survey respondents said their budgets for wireless will increase an average of 10%, with an average projected increase of 3% for all 100 people surveyed. It`s important to note, however, that most businesses spend relatively little today on the merging field of wireless, so a 10% increase is unlikely to represent an enormous dollar-figure increase.

Moreover, even most who are bullish on wireless say it won`t truly make its presence felt next year. "We`ve been playing with [wireless] for over two years," says Stephen Smothers, CIO at Medical Center Enterprise in Enterprise, Ala. The health care firm is evaluating Compaq Computer Corp.`s iPaqs as well as other devices as case management tools - replacements for pens, paper and clipboards, to better serve patients. However, although Smothers says the firm is "going to be doing a lot of wireless in the next 36 months," he adds that he doesn`t foresee a major budget increase next year.

>Charles Shepherd, group vice president of systems management at the Atlanta-based Arthritis Foundation, says he agrees. Wireless "won`t really have an impact this fiscal year," he says, "but we`re keeping an eye on it for the future." Walton says that while his company will see "a large percentage increase" in wireless spending (he declines to say exactly how large), the figure is a reflection of how little Carilion has spent in that area to date.
The predicted multiyear ramp-up jibes with findings from Gartner Group. According to Potter, "Wireless may be the next big thing." Wireless now accounts for less than 5% of IT budgets in the U.S., but Gartner sees that percentage rising to 15% in 2005. "Wireless spending is [now] under the radar because it`s in the lines of business," Potter says. "It has to be sold to IT organizations."

No Major ASPirations

For more than a year now, there has been much discussion in the press about application service providers (ASP). But ASPs appear to be catching on rather slowly; only 17% of respondents in the Computerworld survey said their budgets for ASPs will increase - by 10%, on average.

This anticipated ferocious consolidation creates uncertainty among larger corporations in particular, Potter says. "ASPs` target right now are small and midsize companies," he says. "Right now, they won`t be finding their money from larger companies." Potter adds that Gartner foresees ASPs making major headway in large organizations as part of the "virtual enterprise," but that`s five years off.

The Arthritis Foundation reflects many organizations` ambivalence regarding ASPs. It will be "looking more at leasing options" during the next year, Shepherd says. Initially, he says, he will consider adopting the ASP model for the help desk. The success or failure of that project will determine whether the foundation moves bedrock IT such as customer relationship management and ERP to an ASP. "We`ve looked at a number of [requests for proposals from ASPs] over the past nine months," Shepherd says. Their potential appeal, he says, is "the bottom line, and also to make sure we`re flexible." A recent study by Zona Research Inc. in Redwood City, Calif., found that reducing total cost of ownership for a particular application was the top reason cited by IT executives for using ASPs.

But the Arthritis Foundation is still feeling out ASPs and is by no means committed to them. Analysts say this is common, and they don`t expect a significant change next year. They cite uncertainty about the future of ASPs as one major reason. "There are about 600 ASPs out there now," says Potter. "In eight years, you`re going to see about six." IT managers appear to be hesitant to form a crucial partnership with an ASP that may not last. Today`s investment environment, in which both consumer-focused dot-coms and business-to-business start-ups have seen a precipitous slowdown in investment capital, may add to this reluctance.

Other Findings

The Computerworld survey results revealed several other key trends:

¥ Only 15% of respondents said they expect to spend more on consultants and contract labor, while 24% said they expect to spend less in that area; 51% said they`ll spend about the same amount. Analysts attribute the slowdown to a relatively stable technology period, with most IT organizations planning few changes in major applications and operating systems.

¥ Network management continues to require a larger share of IT talent than any other function. Respondents said that 10% of their staffers are dedicated to network management this year and that the percentage will remain steady next year. ¥ Data center management, too, is seen as constant, at 5% of IT workers. An interesting increase is in intranets: Next year, respondents said, the intranet will be tended by 10% of the staff, up from 6% this year.

¥ Services are expected to increase - 27% said their budgets will increase an average of 10%.

¥ Knowledge management was deemed critical by only 2% of respondents. So, while money may be important in keeping up with the Joneses in today`s information-driven economy, companies and IT managers are following one refrain from that 1970s hit by the O`Jays: Don`t let money rule you!

Ulfelder is a freelance writer in Southboro, Mass. Contact him at [e-mail].

[SteffenP]

Aiming to be the Standard Platform for E-Commerce
By Alexander Muylle
Technology Fund Manager, Delta Beursvennootschap, Belgium
Thanks to the Internet, a major paradigm shift is taking place in the way applications are developed. It has become critical to be able to distribute these applications across multiple servers using the Web. Just as important is the ability to scale those applications to be able to handle large volumes of "transactions." BEA SYSTEMS (BEAS) offers one of the most complete stack of products — often called middleware — that lets companies manage large amounts of information across different types of computers and networks. Its offerings include an application server, transaction management, messaging and enterprise application integration. All of these features are necessary for corporations and other large enterprises to be able to develop reliable Internet-based applications. BEA SYSTEMS` products enable companies to become functional on the Web in terms of integrating front- and back-office systems with Web-centric software tools.

BEA (pronounced B-E-A) is the clear leader with a 32% market share. The company`s only real competition is IBM`s (IBM) WebSphere division. William T. Coleman III, the company`s chief executive recently said "BEA will be to e-commerce what MICROSOFT (MSFT) is to client/server. We will be the platform for the e-commerce build out, just as Windows was the platform for the PC client/server build out. The past was about building applications that were CPU [computer]-centric, the future is about building applications that are network centric and can adapt with the speed of the net. We are the leading provider of the Java infrastructure that is becoming the de facto standard for developing and deploying and operating B2B businesses."

In addition, BEA SYSTEMS is the only independent provider that is not also trying to lock customers into a single server or database environment. Platform-independence and multi-vendor support is critical and BEA is providing it. Think of WebLogic, the leading Web application server, as an operating system that allows information to be shared among different systems on the Internet and company networks. BEA`s potential market is expected to grow at 60% to 70% annually through 2004.

Let`s now examine BEA`s business model. BEA is benefiting from an extremely strong ecosystem. In its fiscal third quarter, which ended Oct. 31, the company said it had 1,200 channel partners (system integrators) up from 1,000 in the previous quarter. That figure includes more than 500 independent software vendors (ISVs) and application service providers (ASPs). The company`s customer base grew to 8,300, up nearly 900 from in the previous quarter. BEA`s key competitors — IBM, ORACLE (ORCL) and MICROSOFT (MSFT) — have yet to develop platforms with WebLogic`s technical knowledge. Nor are those companies aggressively assembling a comprehensive solution that includes an application server, applications, application partners, ISVs and integrator partners. Because of their large installed base ORACLE and MICROSOFT are reluctant to commit to the J2EE version of the Java programming language, which is becoming the de facto standard for e-commerce development.

Recently BROADVISION (BVSN) and ARIBA (ARBA) announced plans to migrate many existing offerings and build future products for the WebLogic platform. BEA SYSTEMS stands to benefit strongly as customers of ARIBA and BROADVISION are encouraged to buy BEA`s solutions. Big name ISVs moving to the WebLogic platform further validate the notion of the application server as the foundation for large-scale, mission-critical e-commerce applications. It is a great example of network effects, as every software vendor wants to be able to run its application on the most popular platform. BEA`s solution is becoming a de-facto standard and the company`s momentum in the market makes its products the "Nobody Ever Got Fired for Buying" choice for chief technology officers.

In addition, the company now claims 110,000 registered WebLogic developers in its developer program, which represents a gain of 47% from 75,000 last quarter. Historically, developer interest in a platform has been a good leading indicator for future deployments.

BEA Systems
(BEAS)
Market Cap $27.13 billion
Shares Outstanding 380 million
Recent Stock Price $71.38 (12/15/00)
52-Week Range $89.50 — $25.50
52-Week Range +45.6%
Price to Est. Fiscal 2000 Revenue 34-times
Price to Est. Fiscal 2001 Revenue 23-times

--------------------------------------------------------------------------------
Fiscal years end in January
of following calendar year EPS Revenue (millions)
2000E $0.24 $808.9
2001E $0.37 $1,200.2
Source: Multex.com Real-Time Estimates

BEA`s latest results reflect its strong competitive position. Product license revenue was $128 million, up 65% year to year and 23% sequentially. The balance sheet was very strong, with operating cash flow of $82 million in the quarter contributing to the large cash position of $860 million. Deferred revenue increased 26% sequentially to $179 million, and gives strong visibility in future quarters. Days of sales outstanding, which measure how efficient a company is at turning sales made on credit into cash, improved by four days to 76 days. Downloads of its products, a key indicator of developer interest as well as future pipeline growth, increased meaningfully to 238,000 from 190,000 in the second quarter and consisted mostly of WebLogic server and application component downloads.

This number is impressive, because if less than 4% of those downloads result in unique paying customers, BEA will more than double its current installed customer base. The company considers these downloads to be self-qualified leads, and they are the first step in a five-tier sales process in which the cost of the sale increases along with the size of the opportunity. Providing 30-day trial licenses available by download enables BEA to provide product at very little cost in order to seed the market.

BEA plans to launch WebLogic Collaborate in the next quarter. WebLogic Collaborate is a comprehensive B2B software infrastructure platform that allows business to quickly set up e-commerce exchanges. WebLogic Collaborate dynamically links trading partners, integrates supply chain processes and enables companies to build and manage multi-party e-market exchanges. This product leverages BEA`s highly scalable product set and will likely become the underlying infrastructure for some major B2B software application providers. It could present a serious competitive challenge to current XML (extensible markup language) integration providers.

[Eboerse]

Concentus Technology Corporation, a Leading Provider of Business Process Management Technology, Joins Commerce One.net Affiliate Program
TUESDAY, DECEMBER 19, 2000 10:00 AM
- BusinessWire

COLUMBUS, Ohio, Dec 19, 2000 (BUSINESS WIRE) --

Concentus to Market Business Process Management Technology to Buyers,
Suppliers and e-Marketplace Operators Through Commerce One.net

Concentus Technology Corporation today announced that it has teamed with Commerce One to offer its Business Process Management (BPM) system, WorkBridge(TM), through the Commerce One.net(TM) Affiliate Program. As a member of the Affiliate Program, Concentus will have access to thousands of prospective customers via a new sales channel, Commerce One.net.

Syndication of business services allows buyers, suppliers and e-marketplace operators from around the world to easily locate products and initiate relationships with providers such as Concentus. The company joins nearly 100 affiliate partners currently offering business services to the global e-commerce community through Commerce One.net (www.commerceone.net).

Concentus` BPM system, WorkBridge(TM), will offer e-marketplace communities a process automation foundation for gaining visibility and control over their highly collaborative supply chain processes. It is extremely versatile and can be applied to virtually any complex process, such as sell-side customer response and order management, direct material sourcing, logistics management of delivery and returns, overall supply chain management, and product design change management.

"We believe the addition of Concentus to our Affiliate Program is a terrific example of the types of innovative business services available to e-marketplaces via Commerce One.net," said Roy Satterthwaite, vice president of Commerce One.net at Commerce One. "We expect e-marketplace trading partners across the globe will be able to leverage WorkBridge for gaining high-quality collaboration, coordination and control of shared processes."

"Concentus is pleased to be working with Commerce One.net to provide e-marketplace trading partners with a solution that supports highly collaborative supply chain processes between enterprises," said Jay Ramanathan, president and chief technology officer of Concentus. "Companies using our service will be able to build and maintain a unique process foundation for improving customer service, controlling costs, and eliminating much of the risk currently associated with sharing critical business information across extended enterprises."

About Commerce One.net
Commerce One.net is an open e-marketplace that provides global e-commerce services to buyers, suppliers and Net Market Makers. Commerce One has established relationships with leading business service 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. Commerce One.net is also an on-ramp to the Global Trading Web(TM), the world`s largest business-to-business trading community across 54 countries on six continents.

The Affiliate Program has more than 100 business services providers whose services are now available directly to buyers and suppliers on Commerce One.net(TM) and through syndication to other e-marketplaces. The program makes 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.

About Concentus Technology Corporation
Concentus Technology Corporation enables clients to realize the full potential of Business Process Management to establish and integrate successful e-marketplaces with an unprecedented degree of collaboration, coordination and control in support of increasingly more complex business processes and dynamics.

Only Concentus delivers e-business solutions that can be deployed quickly to seamlessly integrate people and processes for dramatic improvement customer connection and productivity and across enterprises. Based in Columbus, Ohio, the company`s client base includes Boeing, Caterpillar, Verizon (GTE Supply), IBM, Washington Mutual Bank, Powerway and Raytheon Systems. For more information on Concentus, go to www.concentus-tech.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 business management technology that supports highly collaborative processes between enterprises through its relationship with Concentus, including the versatility and capabilities of such solutions and the anticipated benefits, efficiencies and 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 services offered may not meet user expectations, the cooperation of the parties and their ability to integrate Concentus` solutions into the portfolio of services provided by Commerce One.net, the risk that Commerce One.net may not grow as planned, general 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 September 30, 2000.

[DimStar]

Commerce One Raised to `Buy` at Jefferies & Co.
By Sybil Carlson
Princeton, New Jersey, Dec. 18 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was raised to ``buy`` from ``accumulate`` by analyst Richard Williams at Jefferies & Co.

Nach dem downgrade vor 2 Monaten ein Upgrade vor 2 Wochen und nun noch ein Upgrade ... vielleicht hat R. Williams die gute Position von C1 damals doch einfach unterschätzt. Das ist man von Analysten eher nicht gewohnt, aber wir Anleger verhalten uns ja mindestens genauso hektisch. Werft eure dämlichen Verschwörungstheorien in die Tonne. Fakt ist, daß er Recht gehabt hat und ich bin guten Mutes, daß er auch diesmal richtig liegen wird.

[DimStar]

nochmal der link:
http://quote.bloomberg.com/fgcgi.cgi?s=AOj4jqg_tQ29tbWVy&T=m…

[gooodi]

das einzige,was mir mut macht ist, daß ich kaum boch welchen habe. das nehme ich als meinen persönlichen kontraindikator. im frühjahr sollte der spuk vorbei sein. was soll denn jetzt noch negatives kommen ? die schlechte stimmung, das wenige geld, ist doch alles schon im kurs drin. nur starke hände kaufen doch jetzt. vielleicht schmiert cmrc noch auf 20/22 ab. dann ist aber der letzte
ängstliche raus.
mfg.gooodi

ist vielleicht nicht der richtige thread dafür, sorry

[81245]

B2B-Handelsplätze – ein Muss für Unternehmen

Die Präsenz auf elektronischen Business-to-Business (B2B)-Handelsplätzen ist nach Ansicht von Top-Managern für ein Unternehmen überaus wichtig und dies werde sich durch den wachsenden Konkurrenzdruck in den nächsten Jahren noch verschärfen. Dies ist das Ergebnis einer Umfrage der Unternehmensberatung Arthur Andersen unter insgesamt 105 leitenden Angestellten großer und mittelständischer Startup- und HighTech-Unternehmen in den USA.

Zwei Drittel der von Arthur Andersen Befragten verfügen bereits über eine eProcurement-Anwendung in ihrem Unternehmen oder planen die Anschaffung von Software für das Beschaffungswesen.

Obwohl vor sechs Monaten bereits genau so viele Top-Manager von der Wichtigkeit elektronischer Marktplätze überzeugt waren wie heute (rund 50 Prozent), stieg die Zahl der Unternehmen, die ihre Produkte oder Dienstleistungen dort anbieten von 31 Prozent im Juni auf aktuell 45 Prozent. Die Zahl der Firmen, die virtuelle Handelsplätze für ihr Beschaffungswesen nutzen, kletterte im gleichen Zeitraum von 48 auf 66 Prozent.

Die Unternehmen realisieren immer mehr, dass elektronischen Marktplätzen in der Zukunft des B2B eine Schlüsselrolle zukommt, sagte Kevin Costello, zuständig für Digital Market Solutions bei Arthur Andersen.


© 19.12.2000 www.stock-world.de

[buckweiser]

@dimstar: Verschwörungstheorie hin oder her, der Zeitpunkt des Downgrates hätte nicht besser sein können, nachdem eine ENtscheidung aus dem monatelangen Dreiecks bevorstand, ich glaube da nicht an einen Zufall, ähnlich war es bei BVSN, die gerade einen doppelten Boden ausgebildet hatten und es gibt noch andere - das ist kein Zufall.

[Eboerse]

eHITEX Changes Name to Converge
Acquisition of VerticalNet’s NECX subsidiary announced in separate release

Cupertino, Calif., - Dec. 19, 2000 -- High-technology consortium eHITEX, Inc. today changed its name to Converge, Inc. In a simultaneous joint release with leading e-business enabler VerticalNet [NASDAQ: VERT], the company announced its acquisition of VerticalNet`s NECX subsidiary.

"We`re proud to announce our new name, Converge," stated Bob Lewis, CEO of Converge. "The name expresses our intention to provide a platform for the high-technology industry to come together - to exchange goods and services in a high-liquidity marketplace, and to collaborate with partners to solve long-standing supply-chain problems."


Converge brings you a new and sophisticated online distribution channel and meeting place. Backed by the power of some of the leading names in global high technology, we use the most advanced technology available to enable manufacturers and suppliers to buy, sell, auction, and exchange information with radical efficiency. The result: a better supply chain. Which can lead to lower inventories and improved business practices for everyone concerned.

Converge is proud to announce its plans to acquire NECX. With this addition, Converge will become the global trading leader for 180 high-technology product families, with the logistics and operations capability to buy, sell and move products around the world. It will backed by more than 500 specialists in international high-technology trade, NECX will bring 20 years of domain expertise in trade, and a tradition of trust among its community of 1,800 customers worldwide


http://converge.com/aboutus_partners.html

[Eboerse]

Schon gelesen?
Ehitex kauft NECX,eine Tochtergesellschaft von VertikalNet.
Bin gerade erst darauf aufmerksam geworden.

Converge to Buy VerticalNet Subsidiary

By David Needle


"The acquisition of NECX is significant for the industry, because it offers members a critical mass of participants and volume in a single exchange."


High profile B2B exchange Converge, Inc. (formerly known as eHITEX), and ebusiness network VerticalNet, Inc., announced a definitive agreement for Converge to acquire NECX, a wholly-owned subsidiary of VerticalNet.

Cupertino-based Converge was founded in May 2000 by 15 leading high technology OEMs, contract manufacturers, component manufacturers and distributors to deliver supply-chain efficiencies using Internet technology. In June the company received $100 million in funding from its founders who are: Agilent Technologies, AMD, Canon, Compaq, Gateway, Hitachi, Hewlett-Packard, NEC, Quantum, Samsung Electronics, SCI Systems, Solectron, Synnex, Tatung and Western Digital.

"The acquisition of NECX is significant for the industry, because it offers members a critical mass of participants and volume in a single exchange," says Carly Fiorina, Chairman and CEO of Hewlett-Packard.

Peabody, MA-based NECX operates a global trading exchange that matches buyers and sellers of electronic components and computer systems, and trades in excess of $1 billion annually in North America, Asia and Europe.

"This (agreement) confirms our view that industry-led exchanges will emerge as viable businesses and evolve into industry operating platforms that serve the trading and collaboration needs of specific supply chains, says Goldman Sachs Internet analyst Tom Berquist. "We continue to be impressed with the speed at which Converge is assembling the necessary assets to establish itself as a leading example of this emerging business model."

"This industry depends on the collaboration of hundreds of companies to bring high-value products to market," says Converge CEO Bob Lewis. "Our mission is to reduce our founders` $200 billion annual cost of direct materials by five to 10 percent over the next three years, using a straightforward approach -- build deeply liquid markets for direct goods and services, offer new collaboration tools to improve efficiency and operate a confidential, trusted environment."

Converge also announced that it has chosen VerticalNet Solutions, a division of VerticalNet, to provide the technology backbone for its trading operations. As a result of the acquisition agreement, VerticalNet will receive a 19.9% equity interest in Converge and a seat on its Board. The companies expect the acquisition to close during the first quarter of 2001.

In a separate agreement, Converge has entered into a three-year software licensing and professional services contract with VerticalNet, valued at $107.5 million, whereby the VerticalNet Solutions platform will serve as the technical backbone for Converge`s trading operations. VerticalNet officials say the agreement advances VerticalNet`s position as the leading software provider in the direct material procurement space.

An additional component of the agreement includes a commitment to link Converge with each of the fourteen technology-focused verticals in VerticalNet Markets, thus creating a "linked web" of content, community, and commerce between VerticalNet and Converge.

[Eboerse]

Also soweit wie ich es verstanden habe hat Ehitex seinen Namen zu Converge geändert.
NECX ist eine Technologie Plattform von Vertical.Net.
Weiterhin habe ich gelesen,das Converge einen 19,9% Anteil an Vertical.Net bekommt.
Zudem bekommt VerticalNet Licence Fees für Software.
Commerce One soll für den auction service zuständig sein,wer weiß mehr darüber?

[DonalDuck]

@eboerse:

kleine Korrektur: VerticalNet bekommt einen 19,9% Anteil an Converge, nicht umgekehrt

VerticalNet will receive a 19.9% equity interest in Converge

[buckweiser]

@dimstar Teil 2:"Werft eure dämlichen Verschwörungstheorien in die Tonne"

...wie wird heutzutage Geld verdient? Indem man short ist!!! Warum wohl hat Goldman Sachs gestern Rekordergebnisse bekanntgegeben? Weil sie short waren!!! Warum werden an einem unsicheren Tag wie heute Cisco, EMC und all die anderen von Goldman abgestuft? Weil sie short sind!!! Soviel zum Thema Verschwörungstheorie. Die Welt ist schlecht.

[SteffenP]

Solche Nachrichten passen in diese Zeit:

Commerce One Tumbles After Potential Customer Slips Away
By Joe Bousquin
Senior Writer
12/20/00 10:28 AM ET



Shares of Commerce One (CMRC:Nasdaq - news) were trading sharply lower Wednesday as one of the company`s potential new customers signed instead with a rival.

Lately, shares were off $5.22, or 17%, to $25.78.

On Wednesday, VerticalNet (VERT:Nasdaq - news) announced that its technology would power Internet marketplace Converge, formerly known as eHitex, which is being set up by major technology companies such as Hewlett-Packard (HWP:NYSE - news) and Compaq (CPQ:NYSE - news). VerticalNet said it would receive $107.5 million over three years for the deal. VerticalNet also sold its NECX computer chip exchange unit to Converge.

But the Converge exchange was supposed to go to Commerce One. The company had been working with Converge since July, and Commerce One touted the exchange as a major victory at a September conference, when it said it was doing pilot transactions for the marketplace. But apparently, it didn`t have a definitive agreement to power the exchange. Commerce One officials couldn`t be reached to comment.

"Obviously, this is not good news for [Commerce One] because it is a loss of $108 million over the next three years and denies them of any revenue sharing from the potentially lucrative marketplace," Goldman Sachs analyst Thomas Berquist wrote in a research note. He noted that it probably won`t affect Commerce One`s current quarter, though. "However," he continued, "we believe that since [Commerce One] will not be involved in the exchange, it tightens their wiggle room to meet or exceed estimates in future quarters. The Converge relationship would have contributed 4% ($35 million) of [Commerce One] revenues in 2001." (He has Commerce One on the firm`s recommended list, its highest rating, and Goldman hasn`t done underwriting for the company.)

[Eboerse]

Danke für die Berichtigung Donald Duck
Buck
Bin in dem Punkt Jeffries Deiner Meinung.
Für mich ist Fakt,dass Jeffries der jenige war der das Gerücht mit dem Memo auf CNNfn veröffentlicht hat.
Dies kam deffinitiv von Jeffries.
Gegen das downgrade möchte ich gar nicht mal etwas sagen.

[Prognose1]

@ buckweiser

Wie ist denn Deine Haltung zu INSP - sorry, passt nicht hierher, ich sehe Dich (Deine Postings) bei INSP-Board immer seltener

[Eboerse]

Ist EHitex jetzt verloren oder nicht?
Ich finde nichts konkretes,allerdings spricht Salomon Smith Barney und Goldmann Sachs von einem Verlust.
Auf der HP wird Commerce One noch als Auction Provider geführt.
Vieleicht weiß Dim Star etwas näheres?

[SteffenP]

B2B Winners in 2000 Won`t Have Repeat Performances in 2001
By Joe Bousquin
Senior Writer
12/20/00 12:41 PM ET

Here`s a prediction for business-to-business stocks: The leaders for 2001 won`t be the same old names.


Wednesday`s Stories

B2B Winners in 2000 Won`t Have Repeat Performances in 2001

The Dark Cloud Looming Over Wireless: Overspending
Don`t Look to Funds` Cash Hoards as Savior for 2001
New Year, New Broker? How to Find the Best Online Broker

Is Abercrombie Worth a Look on the Discount Rack?

Interactive TV Investors Bet on Cable Giants` Next Move

Now More Than Ever, Thrifts Are a Virtue

Click here to see Monday`s and Tuesday`s features

Time was, the first and last names in B2B stocks were Ariba (ARBA:Nasdaq - news) and Commerce One (CMRC:Nasdaq - news). Ventro (VNTR:Nasdaq - news) or VerticalNet (VERT:Nasdaq - news) were B2B`s middle name. There was big demand for the products Ariba and Commerce One make, software that lets companies buy supplies over the Internet. The same was true for stuff from companies like Ventro and VerticalNet, which set up online marketplaces where businesses can meet other buyers and sellers on the Internet.

Fast-forward to today. Ariba and Commerce One have fallen, as companies begin to understand that there`s a lot more to B2B than buying and selling toiletries, office supplies and PCs over the Internet. And companies like Ventro and VerticalNet, known as independent Net market makers, have fallen even further as big corporations discovered they could use software from the likes of Ariba and Commerce One to set up their own online exchanges.

A Tough Year for B2B`s Leaders
Ariba and Commerce One stocks stumbled in 2000.




Thus, in 2000, software companies were the big B2B winners. And software is likely to be the story again in 2001, but it will be a different kind. Suddenly, supply-chain management software has become the candy everybody wants in B2B. Supply-chain software helps companies do things like manage their inventory better, project their needs for suppliers, and collaborate with partners on multicompany projects.

Pulling the Chain
"Supply chain is B2B," says Kevin O`Marah, an analyst at AMR Research. "By the end of 2001, when people say B2B, the first thing that will come to their mind is i2 Technologies (ITWO:Nasdaq - news)." (i2 is an AMR client.)

i2 Technologies, of course, is a leader in supply-chain management software. Hardly an undiscovered gem, it competes with companies like Manugistics (MANU:Nasdaq - news), Oracle (ORCL:Nasdaq - news) and SAP (SAP:NYSE:ADR - news). Other companies like Agile Software (AGIL:Nasdaq - news) and Matrix One (MONE:Nasdaq - news) make collaboration software, which allows companies to work together on common jobs.

So just as the Net market makers fell victim to moves by old-line industry players, B2B software makers like Ariba and Commerce One will face increasing competition from established software makers.

Some of this already is happening. In December, for example, Oracle said sales of its e-business application software grew 66% during its fiscal second quarter from the year before. Oracle is concentrating on building a suite of e-business software. It wants to code everything from the electronic buying, or procurement -- the software that Ariba and Commerce One build -- to the supply chain stuff that i2 makes to the collaboration programs that Agile hawks.

Survival
It`s an approach that Lehman Brothers analyst Patrick Walravens sees as a necessity in 2001.

"Companies will need to develop a broad footprint to survive," Walravens writes in an email. "This is true for the perceived leaders like Ariba, too. Vision and marketing are no longer sufficient. Companies will be judged on base on how big the market opportunity is for which they have a compelling solution." (His firm hasn`t done underwriting for Ariba.)

Others agree.

"Just doing the transaction in terms of procurement is just one piece of the puzzle," says Jon Ekoniak, B2B analyst at U.S. Bancorp Piper Jaffray. "You also need the collaboration, the better information flow and the more advanced products. Even in terms of procurement, you need the ability to not just do simple auctions, but to do a multipartner transaction."

Companies will take notice of this kind of software when their competitors start besting them by using this technology, he says.

"If you want to buy a product, it`s best if you can link to your inventory system first to see if you need it, and if you do, to send your suppliers a message," Ekoniak says. "That`s the way it`s going. A lot of the processes that are out there, this software addresses. And the way companies differentiate themselves will be, in the near term, who can establish the advantage through the use of technology."

The Examples
He points to companies like Wal-Mart (WMT:NYSE - news) and Dell (DELL:Nasdaq - news), which have aggressively used technology as a means of controlling and cutting their inventory.

"Wal-Mart has nearly wiped Sears (S:NYSE - news) out," Ekoniak says.

Ekoniak`s reasoning also speaks to one premise about B2B that won`t seem to go away. Because this software helps companies wring efficiency out of their supply chains, and thus become more profitable, many industry experts think it will continue to sell, even if the economy moors its barge next to the Tidee Bowl Man`s skiff.

But for that to work, companies are going to have to start using it on a broad scale, which is another thing that analysts are talking about in B2B for 2001.

"B2B and e-business are about making things work," says Lehman`s Walravens. "2000 was a year of building marketplaces and making investments. In 2001, people need to start using the marketplaces in droves. Keep a close eye on the number of purchase orders traveling over commerce networks like [Commerce One`s] Global Trading Web, the Ariba Commerce Services Network and PurchasePro.com (PPRO:Nasdaq - news)."

And by this time next year, of course, you can be sure that all this will change anew.

[SteffenP]

VerticalNet CEO: We`re just like Ariba, Commerce One
December 20, 2000 08:31 AM PT
by Adam Feuerstein

RELATED STORIES
• Commerce One sinks on customer loss
• VerticalNet chief says e-commerce is booming
• VerticalNet posts mixed Q3 results




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

VerticalNet (VERT) is singing a new tune on the Street: We`re a software company, dammit.

The troubled b-to-b Internet company revealed a "new" turnaround strategy Tuesday that steals a page from the successful Ariba (ARBA) and Commerce One (CMRC) playbook -- if you make money by selling high-margin b-to-b software, investors will love you.


Or at the very least, investors won`t regard with you the same affection given to a week-old piece of fish, which is how VerticalNet and other b-to-b marketplace operators are being treated these days.


In case you haven`t noticed, VerticalNet closed Tuesday trading at $5.38, or 96 percent off its 52-week high of $148.38. It was up a few pennies in trading this morning.


Selling NECX


That pretty much explains Tuesday`s big news: VerticalNet is selling NECX, its brokerage for electronic components, to Converge, an industry-sponsored marketplace for the electronics industry. Closely held Converge changed its name from eHitex Tuesday and counts Hewlett-Packard (HWP), AMD (AMD), Compaq (CPQ), Solectron (SLR), Hitachi (HIT) and others as founding members.


In exchange for NECX -- the company`s biggest revenue generator -- VerticalNet gets $60 million in cash and a 19.9 percent stake in Converge. In a separate agreement, Converge also will pay VerticalNet $107.5 million over three years for software to build Converge`s online trading platform. The software will come from VerticalNet Solutions, the company`s b-to-b technology division.


In other words, VerticalNet just landed a big software deal to power a large, industry-sponsored marketplace -- the kind of deal that made Ariba and Commerce One famous.


Eyeing Ariba, Commerce One


And while b-to-b stocks aren`t exactly setting the Nasdaq on fire, VerticalNet CEO Joe Galli will be a lot happier if his company is mentioned in the same breath as Ariba and Commerce One, which are down only 67 percent and 81 percent, respectively, from their 52-week lows. Better yet, you still can measure their market caps with a "B" as in billions, while VerticalNet`s market valuation is a measly $470 million.


"This deal is a blockbuster victory for us because it allows VerticalNet to grow a high-margin software business," said Galli. "Converge is going to be a showcase of our technology that will encourage other industry consortium marketplaces to choose us as their trading platform."


That means a lot more software license revenue moving forward, he says, which will force investors and analysts to take another look at VerticalNet.


"VerticalNet is not valued fairly from a technology standpoint," Galli continued. "We have a tremendous headstart with our b-to-b technology and software, and we`re not getting any credit for it."


The sale of NECX took the market by surprise because NECX was VerticalNet`s golden goose, responsible for 53 percent of the company`s revenue in the third quarter. The unit, which brokers trading in 180 electronic product categories for more than 2,000 customers, is a major player in the spot market for electronic and high-tech components. With the sale of NECX to Converge, that revenue now will disappear off VerticalNet`s financial statement.


But NECX was also an albatross around VerticalNet`s neck because a majority of its trading was conducted offline, by fax or phone. During the third quarter, only 3 percent of NECX`s revenue was derived from online trading, a statistic some analysts used to knock VerticalNet as a b-to-b poseur.


VerticalNet executives insist NECX was making great strides to move its trading online, with the help of its VerticalNet Solutions subsidiary. Expectations for the fourth quarter called for NECX to conduct 25 percent of its trades over the Net.


Was it close to meeting that goal? VerticalNet executives haven`t said, and with the sale of the unit to Converge, they don`t have to. But talk of an economic slowdown, and a rash of profit and revenue warnings from the electronics and computer sectors couldn`t have been healthy for NECX`s business, which may have been a contributing factor in the decision to sell the unit.


Huge equity stake


In exchange for NECX, VerticalNet gets a huge equity stake in Converge. At 19.9 percent, VerticalNet becomes the marketplace`s largest shareholder, but at what value? VerticalNet and Converge executives are not discussing the value of their deal, and since Converge is still a private company, it`s impossible to determine just how much that stake is worth.


Converge CEO Bob Lewis says an initial public offering is in the plans for the future, and he believes Converge will rank with Covisint, the automotive exchange, as one of the largest b-to-b marketplaces in operation. But successful IPOs are not a sure thing anymore -- and none of the dozens of industry-sponsored marketplaces have yet taken on Wall Street -- so there is no way now to determine whether VerticalNet`s gamble will pay off.


Galli sees it otherwise.


"Converge will become a valuable publicly traded company, so we believe this deal is going to produce a fantastic return for VerticalNet shareholders," he says.


And if Converge does take off, and VerticalNet starts selling a lot more software, investors and analysts may just cut the company some slack for its other major line of business -- operating 58 industry-specific online communities. VerticalNet has struggled to turn these communities into true, e-commerce marketplaces. At this point, suppliers have used the communities to make a first push onto the Web through advertising and generating sales leads, but have not yet done much actual online selling.


Galli says VerticalNet still is committed to growing its online industry communities, despite its new focus on the software business. In fact, 14 VerticalNet communities centered around the electronics industry will be linked to Converge.


But in a previous interview, Galli admitted that operating online communities, or marketplaces, was a tough business, especially because e-commerce adoption was slow. So with Wall Street giving short shrift to other marketplace operators like Ventro (VNTR), Sciquest (SQST) and PurchasePro (PPRO), Galli can`t be faulted for wanting VerticalNet to look a lot less like those companies, and much more like Ariba and Commerce One.


But some analysts are questioning whether this new strategy will work. Prudential and W.R. Hambrecht downgraded VerticalNet today. Hambrect lowered it to "buy" from "strong buy," saying "while several potential positives may arise from this deal, we believe near- and medium-term risks and uncertainties surrounding the VerticalNet `story` merit continued caution from investors."

[81245]

B2B- Zukunft weiter rosig ?
--------------------------------------------------------------------------------


Der Kurs vieler B2B-Papiere steht nahe den Jahrestiefstständen. So notiert Ariba derzeit bei knapp 66 $ - Höchststand war 183 $. Auch Commerce One ging es hier nicht besser. Noch vor nicht all zu langer Zeit notierte das Papier bei 165 $. Derzeitiger Kurs 35 $. Freemarkets (25 $, Höchtskurs: 370 $), PurchasePro ( 18 $, Höchstkurs: 87 $) und VerticalNet (7 $, Höchstkurs 148 $).

Dennoch sehen viele Beobachter gerade in diesem Sektor weiter grosse Zukunftschancen. So werde es auch in Zukunft weitere interessante Unternehmen in diesem Bereich geben, die in den Bereichen Logistik-, Billing- und CRM-Lösungen tätig sein werden. Auch private Marktplätze hätten weiterhin enormes Potential. Hier handelt es sich um Marktplätze,die eine begrenzte Zahl von Kunden miteinander verknüpfen. Chris Vroom, Managing Director bei Credit Suisse First Boston, geht ebenfalls von besseren Zeiten für den B2B-Bereich aus. Er erwartet eine deutliche Erholung der B2B-Werte, sobald sich der Markt wieder etwas stabilisiert hätte.


© BörseGo.de

[81245]

20.12. 16:07
Commerce One -Downgrade
--------------------------------------------------------------------------------


Thomas Weisel stuft die Aktien von Commerce One (CMRC) von Buy auf Market Performer ab.


© BörseGo.de

[buckweiser]

@Prognose1: War noch nie regelmässiger Poster im INSP board und es ist mir auch egal ob Du eine Menge Kohle mit INSP verloren hast, jeder ist für sich selbst verantwortlich, kapiert?

[buckweiser]

Sorry für den Ton.

[buckweiser]

Commerce One Shares Fall; Analyst Says It Isn`t Winning Orders
By Dina Bass

Pleasanton, California, Dec. 20 (Bloomberg) -- Shares of Commerce One Inc. fell as much as 21 percent after an analyst said there is concern that the maker of software for creating Internet marketplaces may be having trouble winning some orders.

Commerce One fell $6.19 to $24.81 in midday trading, after earlier dropping as low as $24.56.

The company hasn`t been able to win contracts that provide software for ``direct procurement,`` or purchases of components for manufacturing goods, said analyst Robert Schwartz of Thomas Weisel Partners. For example, last night Converge Inc., a group of electronics makers, said it would give a contract to VerticalNet Inc. Several months ago, that contract was said to have gone to Commerce One, Schwartz said.

``This is a major rejection of Commerce One`s software and they need to show big wins in direct procurement, which is a very important segment,`` Schwartz said. He lowered his rating on Commerce One to ``market perform`` from ``buy.``

Pleasanton, California-based Commerce One`s strength has been in indirect procurement, or helping companies purchase office supplies and equipment.

Schwartz expects that companies will pay more for services related to purchasing components directly needed to make their products, and that they will move more quickly to buy software for making these purchases on line.



Access More Information and Services Above

[DimStar]

@Eboerse
ich weiß nicht, von wem das Gerücht um das Memo gestreut wurde. Zunächst einmal dürfte es ein Mitarbeiter mißverstanden haben. Williams hatte das damals kommentiert, ich glaube aber nicht, daß es von ihm gestreut wurde. Es wurden da damals auch andere genannt.

@buckweiser
ich gebe dir Recht, daß es keine kostenlosen Ratschläge von Brokern gibt, sie sind im Vorfeld zu down- oder upgrades positioniert. Ich kann deine Wut auch gut verstehen, ich selbst habe mich im Frühjahr zu Entscheidungen gezwungen gefühlt und das wird nie wieder vorkommen. Dieses ganze kranke Börsengeschehen wollte ich immer eigentlich eher mit Spaß verfolgen und wenn es das nicht mehr ist, dann geht es mir aber so richtig schlecht. Ich war nie in meiner Existenz bedroht, aber diese flotte Kapitalvernichtung war und ist schon verblüffend.

Bei 70 Dollar wurde das Downgrade an diesem board damit kommentiert, daß Jeffries nur billig einsteigen wollte. Die Aussage des boards war also, daß man besser direkt kaufen sollte, bevor Jeffries einsteigt. Warum fallen solche Kommentare in diesem board ? Vielleicht weil man selbst investiert ist ? Abgesehen davon, daß dieser Broker eh keine Marktmacht hat, möchte ich mal festhalten, daß sie mit ihrem Downgrade richtig gelegen haben. Ich glaube, daß die meisten hier überhaupt nicht an den zugrundeliegenden Argumenten sondern an den gegenseitigen Pusherkommentaren interessiert waren. Ich jedenfalls fand die Aussagen von Williams kompetent und interessant, ganz im Gegensatz zu dem Mist, den ich hier größtenteils lese. Und deshalb sind es die sachlichen Argumente, die Kurse bewegen. Wer sorgt denn für den Handelsumsatz von über einer Milliarde Dollar / Tag bei hunderten von Nasdaq-Werten ? Sind es die paar Tausend Daytrader, die mit ihren lächerlichen stop-buy und stop-loss-aufträgen kommen und gehen oder doch die Fondsmanager, die Positionen über Wochen auf- und abbauen ? Der Fondsmanager, der seine schlechte Performance seinem Boss mit charttechnischen Fehlsignalen erklärt, wird gekündigt und für die letzten 30 Tage in die Buchhaltung versetzt. Ob das das Karriereziel eines solchen Menschen ist ? Da ist es doch einfacher, die schlechte Studie aus der Researchabteilung vorzuzeigen. Das gute am amerikanischen Markt ist aber mittlerweile, daß es theoretisch eine echte Waffengleichheit gibt, weil alle Informationen allen Anlegern gleichzeitig zur Verfügung stehen (z.b. Guidance).

Ich weiß nicht, woher du deine Informationen über die shorts von Goldman hast. Wenn ich diese Informationen hätte, würde ich die entsprechenden Aktien ziemlich kritisch hinterfragen.

Commerce One ist heute wohl das gleiche wie Ariba vor einigen Monaten passiert, als sie die GlobalHealthExchange verloren haben. Auch die hatten sich mit einem dot-com-Betreiber (CentriMed) angefreundet, die längere Erfahrung in dem Bereich hatten. Mich hat das sehr überrascht. C1 hatte da tatsächlich nur ein Pilot-Programm laufen. Über die Beweggründe von Ehitex bin ich mir noch nicht ganz im klaren, denn vom finanziellen Standpunkt aus war es wohl kein Geschenk von VERT. Ich habe trotzdem Zweifel daran, daß die beteiligten Konzerne dieses neue Converge nun als Plattform für ihre supply-chain-aktivitäten weiterverfolgen, weil VERT die Technik einfach nicht hat.

First Union sieht es gelassen:

Minimal short-term impact to Commerce One. Previous to the VerticalNet announcement, Converge was running a pilot program of Commerce One’s auction software. Commerce One now plans to cease working with Converge in 1Q’01. We expect Commerce One to still collect license and service fees from Converge in 4Q’00 or 1Q’01 for the work it has performed thus far. Therefore, while Commerce One may collect a slightly lower amount of total license and service revenue, we expect the impact to be minimal.

http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYM…

Ich sehe es speziell für die nächsten Wochen und Monate negativ. Was man wahrhaftig von BroadVision lernen konnte, war das sich umkehrende Momentum nach einem Kundenverlust. Einzelne Branchen haben ein unterschiedliches Interesse an B2B-Plattformen und einzelne Firmen sehen in bestimmten Plattformen unterschiedliche Funktionalitäten (Auktionen, indirekte Beschaffung, Information, collaboration oder alles zusammen). Ich bin aber nicht langfristig in einer Plattform Ehitex investiert sondern in einem Softwarehersteller und glaube, daß solche Lösungen und Konzepte weiterhin (und vermehrt) gesucht werden.

[DimStar]

ach ja
@EBoerse
formell kann man wohl nicht über einen Kundenverlust sprechen, weil C1 wohl nur einen Pilotprojektvertrag mit Ehitex über die Lizensierung ihrer MarketSite-Software abgeschlossen hatte. C1 hat verkauft, wird diesen Umsatz wie üblich über die nächsten Quartale buchen und aus. VERT hat auch eine Auktionslösung (akquiriert), die dann wohl ab sofort zum Einsatz kommt. Ihnen fehlen darüber hinaus aber wichtige Elemente, die zu einer Plattforminfrastruktur gehören, aber dies steht wohl für dieses Konsortium aus dieser Branche derzeit nicht im Vordergrund. Eine Vereinbarung mit C1 über Revenue Sharings, Services und eine tiefe Partnerschaft bestand noch nicht, wurde aber bestimmt von vielen antizipiert. C1 hatte im letzten Quartalsbericht ja auch stolz auf ihren großen Branchenmarktanteil verwiesen. Das enttäuscht ziemlich, obwohl C1 nicht falsch informiert hat.

[DonalDuck]

Es scheint als ist Ehitex/Converge für C1 keineswegs verloren. Ich habe mal per email bei der Public Relations Contact Information auf der Converge website nachgefragt ob C1 weiterhin Auction Technology Provider bleibt. Die Antwort: JA!


---------------snip----------------

Subject:
RE: URGENT - Commerce One still Auction Technology Provider ?
Date:
Wed, 20 Dec 2000 16:29:17 -0800
From:
Kortney_Oliver <[e-mail]>
To:
...


Dear ...-
eHITEX has a best in class technology policy. They are still working with CommerceOne for auction services and are now additionally, working with VerticalNet Solutions for their procurement services.

Kortney duRae Oliver
Senior Account Executive
Niehaus Ryan Wong, PR
Phone: [phone]
Fax: [phone]
eMail: [e-mail]


-----Original Message-----
From: ... [mailto:...]
Sent: Wednesday, December 20, 2000 4:01 PM
To: Kortney_Oliver
Subject: URGENT - Commerce One still Auction Technology Provider ?
Importance: High



Dear Mr. Kortney,

on the ehitex/converge website, commerce one is listed as
auction technology provider for converge. Is this still true,
given the cooperation converge/NECX/VerticalNet?

[humm]

@DimStar:

Und wo liegt Dein persönliches Kursziel jetzt ?

----------------------------------------------------------
von DimStar 15.12.00 01:14:44 3812361778 COMMERCE ONE DEL. DL-,01

@Prognose1
88 $
--------------------------------------------------------

[DonalDuck]

Ein wie ich finde recht treffender Bericht zur Lage der B2B Stocks...enthält aber keine wirklichen Neuigkeiten.




http://www.upside.com/Ebiz/3a413bc81_yahoo.html

B-to-b stocks not immune to slowdown
December 21, 2000 12:00 AM PT
by Adam Feuerstein

RELATED STORIES
• VerticalNet CEO: We`re just like Ariba, Commerce One
• Commerce One sinks on customer loss

• More by Adam Feuerstein



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

The b-to-b software sector has been largely immune from the plague of earnings warnings currently wreaking havoc across the Nasdaq, but that hasn`t stopped stocks from sinking lower and lower.

The glass-half-full crowd believes that the b-to-b software firms are a safe haven in troubled times. That`s because companies place a premium these days on saving money or increasing the efficiency of their operations. And when they use software from Ariba (ARBA) or Commerce One (CMRC) to purchase supplies over the web, or install supply chain management software from i2 Technologies (ITWO) or Oracle (ORCL) that allows them to communicate better with suppliers, they`re doing just that.


So, faced with a decision to buy every secretary and middle manager a new Dell (DELL) PC, or build a private online marketplace to save the company millions of dollars in purchasing costs, today`s CEOs -- facing a hostile market -- will choose the latter option quickly.



Few warnings, stocks still slumping


So far, none of the above-mentioned companies have issued fourth-quarter warnings. In fact, Oracle handily beat estimates for its latest quarter, in part by showing impressive growth in its e-business applications business.


Clarus (CLRS), which sells software that competes with Ariba and Commerce One, did issue a warning two weeks ago that fourth-quarter sales and net loss would be higher than analyst expectations.


Wall Street rumors have circulated about a possible slowdown in sales at both Ariba and Commerce One over the last three months, but executives at both companies have insisted that sales goals are being met, if not exceeded.


Still, b-to-b stocks are in a severe slump, fueled by a handful of analyst downgrades. David Mahoney of Wit Soundview downgraded both Commerce One and Ariba in late November, raising questions about the companies` ability to fulfill all the b-to-b needs of their customers.


And Patrick Walravens of Lehman Brothers didn`t do Ariba any favors in mid-December when he initiated coverage with a "neutral" rating.


Commerce One stung


On Wednesday, Robert Schwartz of Thomas Weisel Partners took his turn at the whipping post, stinging Commerce One with a report that questioned the company`s ability to win customer orders for direct procurement software -- or software that helps companies buy the goods needed in the manufacturing process. (See "Commerce One sinks on customer loss")


The report, which downgraded Commerce One to a "market perform" from a "buy," was issued after Commerce One lost a large b-to-b marketplace account to VerticalNet.


Thomas Berquist of Goldman Sachs, referring to the same lost account, said Wednesday that Commerce One could have a tougher time meeting or exceeding estimates next year. He did not downgrade the stock.


Other b-to-b stocks hit that have issued warnings or have been hit with analyst downgrades include b-to-b marketplace operators VerticalNet (VERT), SciQuest (SQST) and Ventro (VNTR), and b-to-b incubator Internet Capital Group (ICGE).





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].

[DonalDuck]

hier ein weiterer Artikel von Adam Feuerstein, diesmal eine Retrospektive des Jahres 2000 in Bezug auf B2B. Interessanterweise ist das Erscheinungsdatum December 26, 2000, huh ?

http://www.upside.com/texis/mvm/story?id=3a3e5d3ce

[buckweiser]

@Dimstar: Ich hab natürlich keine Beweise für ein Shortgehen von Goldman Sachs und Co. (das downgrade bei BVSN kam z.B. gerade zu dem Zeitpunkt, als die Aktie sich erholte), aber wie sonst wird in diesen Tagen Geld an den Börsen verdient, das ist halt deren Job. Ich glaube auch nicht an konspirative Sitzungen, in denen sich diese Investmenthäuser absprechen, die versuchen eher den Markt in gewisse Richtungen zu lenken und setzen auf Massenpsychologie, nach dem Motto gib mir nen Grund short zu gehen und ich tue es, nur das sie am Anfang der Kette stehen und die kleinen Hobbyshortseller am Ende und evtl. zu spät kommen, aber das ist Teil des Spiels....

[boerseaugsburg]

hallo an alle,

habt ihr informationen zu einem deal mit der citigroup ?

gruß ba

[Ci.a]

Hallo zusammen,
kann mir vielleicht jemand sagen, ob die tatsache daß
GM und Ford ca. 14 Mio Aktien von C1 bekommen sollen,
für C1 doch positiv ist, insofern als daß
weitere Aktienpakete in großen Händen liegen und somit
weiger Aktien im Umlauf sind?
Danke und Gruß
Ci.a

[RolfBraun]

@Ci.a.:

Für GM und Ford werden neue Aktien ausgegeben.

-Rolf-

[RolfBraun]

Bitteschön:

Citigroup, American Express Carve Out Alliances

In an effort to build a better mousetrap and solidify a role for
corporate payment providers in the burgeoning B2B e-commerce
marketplace, New York-based Citigroup`s [C] e-Citi unit and Walnut
Creek, Calif.-based Commerce One [CMRC] announced in February plans to
launch a B2B e-commerce portal to Citigroup`s corporate and government
customers. The portal is scheduled to launch early this year, although
more specific information on start dates or initial customers was
unavailable at our deadline.
"For a lot of small-to-mid-sized companies, electronic payments
have been a big issue, especially with business-to-business e-commerce,
where the amounts involved are much larger than consumer e-commerce,"
explained Erik Curren, spokesman, Commerce One. "We feel the Citibank
offering will speed the rate of adoption of E-commerce by smaller and
mid-sized companies."
The new virtual marketplace, dubbed the Citibank Procurement
Portal, aims to manage the full cycle of e-commerce transactions from
purchase to payment and also will host vendor catalogs, and develop
applications specific to the needs of virtual trading communities.
Commerce One is no stranger to Citigroup; e-Citi employees currently
use the company`s BuySite e-procurement application to make direct
purchases using their Citibank procurement e-card.
There are three basic components of the e-Citi-CommerceOne
agreement:
* e-Citi has licensed the Commerce One suite of software which
includes their BuySite, MarketSite and auction software capability,
which e-Citi will use on behalf of its customers, many of whom are now
making decisions to participate in vertically integrated trading
communities.
* Citibank will be the primary financial services provider to
Commerce One and the members of the Global Trading Web. This is
significant because since the Global Trading Web is a network of
networks, Citibank can not only provide payment capabilities across
those networks, but it can act as a trusted third party to execute
transactions even when the customers do not know one another and wish
to remain anonymous. This is a common phenomenon in an auction
environment, for example.
* e-Citi will work with Commerce One on developing the B2B E-
commerce potential of several vertical markets because pooling the
strengths of both companies and their customer bases is likely to
achieve a greater level of penetration into these market sectors.


FOR MORE INFORMATION on this or any other story from Corporate EFT
Report, December 20, 2000, please call Phillips Business Information,
Inc.`s Client Service Department at 800/777-5006.

Wisst Ihr eigentlich WIE groß die Citigroup ist?
hehehe...

Na, dann können wir ja auf eHitex verzichten...
(wobei es immer noch nicht bestätigt wurde, daß CMRC dort wirklich ganz außen vor ist!)

-Rolf-

[Ci.a]

Danke rolf

[chablis]

Daimler-Chrysler hat in 2000 über 220 Mio EUR online
eingekauft. Bis Ende 2000 werden 33 online-bidding-events
und über 150 Auktionen über die Palttform Covisint
stattgefunden haben.

[DonalDuck]

Ich habe mich noch mal bei der schreibenden Zunft (Adam Feuerstein) umgehört, da von der Converge PR die Aussage kam C1 ist weiterhin Partner für auctions (siehe Posting von heue Morgen).


Fazit in Kurzform:

-das Pilot-Projekt C1/Converge läuft noch
-C1 hatte nur Pilotprojekt mit Converge, sonst keine Verträge über weitere Kooperationen
-es deutet einiges darauf hin das dieses Pilot-Projekt in naher Zukunft beendet wird ("that is very likely to end as soon as verticalnet gets ramped up"), da verticalnet wohl die komplette trading platform liefern wird, inkl. auctions

Ein Fünkchen Hoffnung besteht natürlich noch, aber ich denke wir sollten Converge erst mal abschreiben...

[Eboerse]

Donald Duck,
ich hätte mich gefreut wenn es so gewesen wäre.
Hier ist die Stellungnahme nach einer eindringlichen Frage meinerseits an Commerce One.
Die Antwort ist deffinitiv richtig,da sie von John Biestman/Commerce One kommt,jeder kann die Frage an ihm stellen.
Das sind die Fakten:


Mr. Eberlein:

In response to your questions below, eHITEX was a pilot customer for
Commerce One. There was no definitive agreement between the two companies.
Currently the two companies have decided to discontinue the relationship
following the completion of the current pilot program. While we have no
other specific plans at the moment, we may continue to work with eHITEX on
other potential projects, including the possibility of linking eHITEX to
other e-marketplaces in the Global Trading Web.

We would be happy to answer any other questions you may have. If you would
like to discuss this further, please reply with your phone number and
someone from the Commerce One Investor Relations team will contact you
directly. Thank you for your interest in Commerce One.

Best Regards,



John P. Biestman, CFA
Senior Director
Investor Relations
tel. [phone]

[Eboerse]

Das war meine >Frage<

Thema: eHitex/converge
Datum: 21.12.00 11:37:17 (MEZ) Mitteleuropäische Zeit
Von: Joergeberlein
An: [e-mail]

Hello
I had a question to the eHitex/converge exchange.
There is a lot of confusion outside beacause there is no clear statement about the new deal between converge and VertikalNet and NECX.
On the eHitex website, commerce one is listed as auction technology provider for converge.
I read an articel that this was only a pilot programm between your company and Ehitex for auction software,not more.
My question to you is,is there an agreement between Commerce One and Ehitex for auction technologie providing or is eHitex complete loss for Commerce One?
Thank you foreward,greetings
Jörg Eberlein

[Psychle]

Die Geschichte mit Converge ist wirklich bedauerlich, da sie an dem Managment zweifeln läßt, das voreilig Geschäfte verkündet, die, wie man häufig im Metabox-Board zu sagen pflegt, noch nicht in trockenen Tüchern sind.

Covisint entwickelt sich hingegen erfreulich. Hier eine aktuelle Meldung, die soeben über den Bloomberg-Ticker gegangen ist:

19:16 [TM,HMC] TOYOTA, HONDA, OTHERS TO JOIN GLOBAL B2B PARTS MART - NIHON KEIZAI


Und hier ein aktueller Artikel dazu:

Quelle: http://quote.bloomberg.com/fgcgi.cgi?s=AOkJzqhQYRGFpbWxl&T=m…

DaimlerChrysler Saves 17% on Covisint Purchases (Update1)
By Rajiv Narayana

Detroit, Dec. 21 (Bloomberg) -- DaimlerChrysler AG said it used the Covisint LLC online exchange for more than $100 million in purchases since October, saving the world`s fifth-largest automaker at least 17 percent.

The 27 transactions included about 500 kinds of parts, said DaimlerChrysler, which formed Covisint with General Motors Corp., Ford Motor Co. and others. The automaker`s Chrysler U.S. unit has annual purchases of about $40 billion, spokesman Jack Ferry said.

Covisint officially opened this month after the partners agreed to pricing and other terms. The exchange had operated since September as a pilot project free to suppliers, who now pay fees for sales through Covisint. GM, DaimlerChrysler and Ford announced plans for Covisint in February, saying it would cut supply costs and the time needed to design parts.

DaimlerChrysler has used online auctions to buy batteries, fasteners, stampings, racks, tools and other goods, the company said. The Stuttgart, Germany-based automaker plans to use Internet auctions for about 100,000 transactions next year.

Before October, DaimlerChrysler used Commerce One Inc.`s online services six times to buy a total of 32 parts, with savings of more than 9 percent.

Also today, Nikkei English News reported that Japanese automakers Honda Motor Co. and Mitsubishi Motors Corp. plan to participate in Covisint starting early next year.

The news service, which cited the Nihon Keizei newspaper, also said Toyota Motor Corp. and Mazda Motor Corp., as well as parts supplier Denso Corp., would participate. Those companies already had indicated they would use Covisint.

DaimlerChrysler shares rose 4 cents to $40.64. They have fallen 48 percent this year.


Grüsse

[DimStar]

@humm
keine Änderung. Das größte Problem bei der Bewertung ist für mich die technologische Frage bzw. inwieweit eine Firma mit dem Markt wachsen kann. Der B2B-Markt wächst in Zukunft in völlig neue Dimensionen hinein (direkte Beschaffung). Dazu werden aber weitergehende Lösungen benötigt als C1 derzeit anbieten kann. Nun muß man sich die Frage stellen, ob eine Firma mit Substanz (3500 Mitarbeiter, ca. 540 Mio $ Proforma-Umsatz in 2000, starke Partner, gutes Management, Blue-Chip-Kunden, globale Ausrichtung) die Produkte dazu entwickeln kann. Ich gehe davon aus. Aber das wird ein langer Weg werden und in dieser frühen Phase wird es in dieser Börsenlage doch sicher bezweifelt und es werden Fortschritte abgewartet. Ein Negativ-Szenario wäre, daß C1 Firmen kaufen müsste, mit deren Technik man mit dem Markt wachsen könnte. Dazu würde die Zahl der Aktien steigen und die Erwartungen über künftige Gewinne/Aktie geschmälert. Insofern ist die Bewertung einer jeden Techfirma schwierig, weil niemand im heutigen Stadium für unendliche Zeiten die passenden Produkte hat oder weil immer wieder was neues kommt.

[Eboerse]

Huhh,
Dim Star hat es noch nicht bemerkt,da kann ich mir die Schelte noch ersparen:

While we have no
other specific plans at the moment, we may continue to work with eHITEX on
other potential projects, including the possibility of linking eHITEX to
other e-marketplaces in the Global Trading Web.

Es wird dran gearbeitet Kunden ans GTW zu binden.
Wie schätzt Du das ein Dim Star?
Grüsse

[DimStar]

hallo
darauf gebe ich überhaupt nichts. wird es zu höherer liquidität führen ? vielleicht in 10 Jahren. Viel wichtiger: Worin liegen dabei die Einnahmequellen für C1 ? Die xml-dateien überspielen ? xml ist nicht das Verdienst von C1, es werden softwareanwendungen & services sein. E2E ist aus heutiger Sicht nicht mehr als ein Märchen. Anfang des Jahres habe ich eine Studie der DBAB gelesen ("Forget B2B, make way for the grid" oder ähnlich). Darin wurde auf ein paar interessante Mini-Firmen eingegangen, die angeblich die next-generation-intelligent-e-biz-software hätten. da konnte man tränen lachen. wer eine firma mit einer 5 mrd-$-bewertung ohne substanzielle einnahmen zum kauf empfiehlt, kann nur ein eigenes interesse daran haben. Und wenn die Technik denn so interessant wäre, hätte IBM sie längst vorher gekauft. Man muß auf die realen Zahlen schauen.

[DimStar]

hey Psychle
great news.

Thursday December 21, 3:00 pm Eastern Time
Toyota, Honda, Mitsubishi, Mazda to join Covisint - paper
NEW YORK, Dec 21 (Reuters) - Four major Japanese auto makers, Toyota Motor , Honda Motor , Mitsubishi Motors and Mazda Motor , plan to join a global Internet marketplace for parts procurement early next year, Japanese financial daily Nihon Keizai Shimbun reported.

According to the paper`s Friday electronic edition, monitored in New York on Thursday, Toyota affiliate parts manufacturer Denso also plans to participate in Covisint, the business-to-business online exchange which was launched last week by Nissan , Ford Motor (NYSE:F - news), General Motors (NYSE:GM - news), Renault SA and DaimlerChrysler (NYSE: DCX - news).

The firms aims to reduce parts procurement costs significantly by purchasing from manufacturers world wide online, switching from the traditional way of purchasing among affiliates, the paper added.



http://biz.yahoo.com/rf/001221/n21569398_2.html

[whoknows]

Hi folks,

kann mir jemand mal verraten was gestern bei solch "hohen Umsätzen los war ?

Kann man sehen ob größere Stücke gekauft/verkauft wurden ?
Fazit: steigen Fonds ein oder aus ?

Sind die Hintergründe "Kontenauflösing, steuerliche Gründe
für USS nachvollziehbar ?

im Gegensatz zu C1 hat sich ARBA gehalten.

any hint ?

Danke whoknows

[DonalDuck]

eboerse:

danke das du auch nochmal nachgebohrt hast. Ich habe ebenfalls nochmal bei Converge nachgefragt, diesmal bekam ich diese Antwort:

"
CommerceOne will be the auction technology vendor until we are able to implement our new Vertical Net solution early next year. (Quelle [e-mail])
"

Keine Ahnung warum mir Kortney duRae Oliver (Converge PR) hier zunächst diese unpräzise Auskunft gegeben hat.



In einem anderen Thread (Tradingthread - Dezember 2000) kam die Frage nach den Umsätzen aus dem Ehitex Pilotprojekt auf. Meines Wissens sind solche Pilotprojekte im allgemeinen unbezahlte oder niedrig bezahlte Aufträge (mit der Hoffnung auf Folgeaufträge), so das hier vermutlich nicht der große Umsatz generiert wurde.

[deritaliener]

Beatings Subside Briefly as B2B Stocks Rally
By Joe Bousquin
Senior Writer
12/22/00 11:39 AM ET



After getting scrooged for most of December, B2B investors got an early Christmas present Friday as a broader technology rally led to outsize gains in the sector.

B2B leaders Ariba (ARBA:Nasdaq - news) and Commerce One (CMRC:Nasdaq - news) were up 9% and 12%, respectively, as the tech-heavy Nasdaq rose 6%. Lately, Ariba shares were up $4.44 to $52.30, while Commerce One`s stock was ahead $2.38 to $22.75.

Commerce One`s move comes after it was clocked on Wednesday when VerticalNet (VERT:Nasdaq - news) snatched away one of its big customers. From last Friday through last night, the stock had lost 44% of its value.

"They were beaten down a little too far, and now they`re coming back," says Patrick Walravens, an analyst at Lehman Brothers who rates Ariba neutral and Commerce One outperform. His firm hasn`t done underwriting for either. "Look at Commerce One. That, in my mind, has got to be an overreaction. To cut nearly half their market cap because they lost a pilot customer seems a little overdone."

[81245]

Wachstumsmarkt B2B Commerce Server im Blick

Neue Standards und Spezifikationen sollen weitere Vorteile bringen - BEA Systems favorisiert...

Im Hinblick auf eine aktuelle Studien aus den Häusern Gartner Group, Goldman Sachs & Co., Forrester Research und AMR Research, gilt der Markt B2B als der Wachstumsmarkt schlechthin. Werden im nunmehr ablaufenden Jahr 2000 voraussichtlich 1 Mrd. Dollar weltweit beim Handel zwischen Unternehmen umgesetzt, sollen es bis zum Jahr 2004 sogar bis zu 8 Trillionen Dollar sein.

Nicht nur hervorragende Aussichten für die Hauptakteure Ariba und Commerce One, welche entsprechende eProcurement-Lösungen in Form von Software und anderen Handelsplattformen anbieten. Auch Firmen, welche den notwendigen Support sowie die Infrastruktur für den Betrieb solcher Angebote bereit stellen, werden davon überdurchschnittlich profitieren.

Ariba setzt auf Blue Martini

Nach Meinung von Branchenexperten hinken die bisherigen Angebote der Realität hinterher. Zwar bieten bestehende Commerce Server Features wie Content-Management, Workflow, Katalog-Management und Überwachungssysteme für Transaktionen, doch die Bereiche ERP (Enterprise Resource Planning) oder CRM (Customer Relationship Management) werden meist noch vernachlässigt. Doch im kommenden Jahr soll sich dies ändern. Ariba schloss vor Monaten eine Kooperationsvereinbarung mit dem Newcomer Blue Martini Software. Blue Martini will seine Software in Richtung vertikale Applikationen ausbauen – diese sollen dann sowohl in der Fertigungsindustrie, in der Finanzwirtschaft als auch in der Konsumgüterindustrie einsetzbar sein. Blue Martini arbeitet dahingehend wiederum mit dem vielversprechenden B2B-Start Up Yantra zusammen, um mit Hilfe der Software PureEcommerce diesen Bereich weiter zu optimieren.

Commerce One setzt auf E.piphany

Aber auch Konkurrent Commerce One hat die Zeichen der Zeit erkannt. Um einen umfangreichen Support und CRM-Services für seine Kunden zu bieten, ging das Unternehmen eine Kooperationsvereinbarung mit dem CRM-Spezialisten E.piphany ein. Mit Hilfe der Software E.piphany E.5 sollen neue Standards im Bereich Kunden-Kommunikation gesetzt werden. Nach Meinung von AMR Research, dürfte E.piphany der Prototyp unter den Applikations-Anbietern in der Zukunft sein. Auch unter Analysten kommen die Lösungen von E.piphany gut an und räumen der Firma leichte Vorteile gegenüber seinen Konkurrenten ein.

BEA Systems weiter auf Erfolgskurs

Auch die Anbieter im Bereich Web-Server warten im neuen Jahr mit Verbesserungen auf. Vor allem sollen neue Spezifikationen für mehr Zuverlässigkeit und Flexibilität sorgen. Insbesondere die Zuverlässigkeit spielt bei E-Commerce Anbietern die tragende Rolle. Wenn Seiten in der Hauptsession nicht erreichbar sind, entwickelt sich der herbeigesehnte Besucheransturm schnell zum Desaster. BEA Systems setzt mit seiner WebLogic Web-Server Architektur vor allem auf Plattformen, wie XML (Extensible Markup Language) und Java Enterprise 2. Was im Detail für Neuerungen im Jahr 2001 für die weltweit über 8.000 Firmenkunden geplant ist, wollten die Entwickler von BEA nicht verraten. Das Unternehmen gilt nach wie vor als unangefochtener Marktführer in diesem Bereich und konnte nach Meinung von Marktbeobachtern zuletzt wieder Boden gegen Konkurrenten gut machen und weitere Marktanteile gewinnen.

Auch die Kollegen von IBM, welche auf die Software-Plattform WebSphere setzen, hielten sich über Vorhaben im nächsten Jahr eher bedeckt. Allerdings arbeitet IBM mit anderen Entwicklern an Spezifikationen wie XML, ebXML, SOAP (Simple Object Access Protocol), auf welchem auch Microsofts .NET Strategie aufbauen soll, sowie UDDI (Uinversal Description, Discovery and Integration (UDDI). IBMs WebSphere unterstützt derzeit XML und ebXML, wobei das Unternehmen aktuell SOAP und UDDI testet.

UDDI sieht sich als eine Art „Gelbe Seiten“ für B2B-Unternehmen, um Händler und Zulieferer über das Internet zu finden. SOAP versteht sich dabei als XML-basiertes Protokoll, welches den Rahmen für den Informationsaustausch zwischen einzelnen Systemen und dem Internet definiert.

Bis diese neuen Entwicklungen greifen und Applikationen zur Marktreife heranwachsen, werden noch zahlreiche Entwicklungsstunden und vor allem Kapital investiert werden müssen – doch gerade Verluste oder Gewinnrückgänge werden derzeit sehr schlecht vom Markt aufgenommen. So bleibt zu hoffen, dass die Marktforscher am Ende mit ihren Prognosen richtig liegen, welche dem B2B-Markt ein zuvor kaum vergleichbares Wachstum vorhersagen.

Autor: Alexander Mittermeier, 13:40 20.12.00 WO

[SteffenP]

The year for b-to-b was looking good -- until March
December 26, 2000 12:00 AM PT
by Adam Feuerstein

RELATED STORIES
• More by Adam Feuerstein




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

It`s been a manic year for the b-to-b sector.

The year started with a big bang. Projections for b-to-b sales reached the moon, and b-b-to-b stocks reacted accordingly. The IPO window was wide open and VC cash was plentiful. Online marketplaces -- Internet hubs where buyers would conduct business with suppliers -- were hailed as the next big thing.


And stodgy bricks-and-mortar companies were finally catching on -- announcing plans to join forces with their industry rivals to build marketplace after marketplace. The play here: Save money on purchasing, but at the same time, boost the stock price with some Internet magic.


It was party time across b-to-b land.


But the bacchanalian fest didn`t last long. First came the stock market "correction" of March, which hammered b-to-b stocks. Then came the realization that building and operating b-to-b marketplaces was a lot harder than anyone imagined. The biggest hurdle: Suppliers weren`t too eager to step up and watch their margins hammered by overzealous buyers running online auctions.


Add to the mix an IPO shutdown, VCs` sudden distaste for b-to-b investments and the well-publicized deaths of many struggling online marketplaces, and you`re left with one nasty hangover.


The buzz and busts of 2000:


Lip lock: Hooking up was the thing to do this year. Ariba (ARBA), i2 Technologies (ITWO) and IBM (IBM) formed "The Alliance" to build big b-to-b marketplaces, while Ariba rival Commerce One (CMRC) got snuggly with German software giant SAP (SAP). On the merger scene, i2 gobbled up Aspect Development in a $9 billion deal billed as the largest-ever software merger. WebMethods (WEBM) spent about $8 billion less to purchase Active Software.


Whither Ventro?: My, how the mighty have fallen. Remember when Ventro (VNTR) traded at $243 per share. (Hint: It was Feb. 25.) Today, the operator of b-to-b marketplaces is in dire straits. Six months of lousy performances, an iffy turnaround strategy and the closure of its marquee marketplace, Chemdex, has investors and analysts scratching their heads. The stock now trades below $1.


The b-to-b gospel, part I: Indie Net markets -- the dotcom Internet hubs matching buyers and suppliers -- rule the roost, fueled by a bonanza from transaction fees paid by suppliers. Industry-sponsored Net marketplaces are doomed to fail.


The b-to-b gospel, part II: Indie Net markets are either going out of business or struggling to survive. Transaction fees? Are you kidding? Industry-sponsored Net marketplaces boom.


Stocks: Ugly. Enough said.


Let`s be direct: Corporate purchasing managers were once happy to save money using the Net to buy paper clips and copy machines. Today, they want to buy steel pipe, computer chips or disc brake assemblies. In others words, the focus of b-to-b is moving away from non-strategic indirect goods toward direct goods -- the important stuff companies use to actually manufacture their products. FreeMarkets (FMKT) pioneered this market, forcing Ariba and Commerce One to play catch up.


What`s hot for 2001?


E-supply chains: When manufacturers and suppliers can share demand forecasts, inventory levels and production schedules in real-time, b-to-b will really boom.


Integration: It`s not sexy stuff, but someone has to build the plumbing to connect all these buyers and suppliers.


Collaboration: An old concept (the extranet) gets a new look: Companies and their partners use the Web to design new products, share information, and generally, become more efficient.


Profits: Ariba will jump into the black. Will others follow?


Turn the channels: Distributors and resellers aren`t going away, they`re just moving to the Net. If 2000 was the year of the buyer, suppliers take their turn at the top in 2001.


Deals: Lots of `em. Partnerships, mergers, alliances will abound. IPO bankers twiddle their thumbs, while M&A specialists work overtime.


Execution: In other words: Put up, or shut up. The days when good PR and flashy Powerpoint slides would get you buzz (and a healthy stock bounce) are over. Companies have to start using b-to-b marketplaces -- both public and private -- in significant numbers next year, or else. And the software firms that have pushed the b-to-b revolution must prove that they have the technology to turn 2000 promises into 2001 reality.

[SteffenP]

THE DAY AHEAD: What`s next for B2B

By Larry Dignan TDAIN ZDII


COMMENTARY -- In 2001, B2B will stand for back-to-basics. The greed of 1999 was replaced by outright fear in 2000 as business-to-business stocks surged and then collapsed.

The carnage in the B2B stocks has been vicious. Ariba, which has held up better than its peers, is trading at about 52 a share, down from a high of 183. Commerce One trades at 22, down from a high of 165; FreeMarkets is trading near 19, down from a high of 370; PurchasePro hovers around 16, down from a high of 87; and VerticalNet is just above 5, down from a high of 148.



Despite the turmoil, B2B execs remained upbeat at a conference in New York last week. Ariba CEO Keith Krach even called year in B2B "scary fun," like a roller coaster ride. Krach, who sits at leading B2B company, may be having fun, but his rivals would just call the year scary.

Here`s the outlook for B2B in 2001:

B2B stocks will rebound -- The prevalent theory is that B2B stocks will rebound when the stock market does. Good luck trying to predict the latter. Why would B2B stocks rebound? B2B is one of the few corners of tech that doesn`t have fundamental problems. The spending is there, the need is there and old economy companies will spend heavily on B2B to save dollars.

Chris Vroom, an analyst at CS First Boston, said he expects a "wave of recovery" because B2B technology is the next big thing in IT. Vroom said the B2B enablers -- the software companies such as Ariba (Nasdaq: ARBA), Commerce One (Nasdaq: CMRC), i2 (Nasdaq: ITWO) and Manugistics (Nasdaq: MANU) -- will be the first to rebound. This rebound, however, could be derailed if B2B exchange volume doesn`t pick up.

Old hat exchanges -- The press release wars over what company is building an exchange are apparently over. Exchanges, both public and private, will proliferate. The consortium worries that initially whacked B2B shares in early 2000 will subside.

Best of breed vs. one-stop solutions -- Vroom said that his checks indicate that execs are sold on the best-of-breed software approach -- melding a host of B2B applications together. Oracle CEO Larry Ellison said that approach is too costly. Not surprisingly, Oracle (Nasdaq: ORCL) is pitching its one-suite theory. The battle will continue.

Software model wins -- Why does VerticalNet (Nasdaq: VERT) suddenly want to become a software company? It`s a proven model that works. Commerce One and Ariba plan to take transaction revenue at some point, but for now they`re software companies. When the capital markets dried up, the software model (using existing licensing revenue to fund new products) worked the best. Investors can get comfortable with the software licensing model -- especially when cash isn`t a commodity. Commerce One, Ariba and i2 will all benefit from being software companies.

Selected transaction models will work -- All that upside from transaction fees may actually occur in the second half of 2001, but there are no guarantees. The big issue is critical mass and getting folks to use the exchanges. Transaction revenue won`t take off until old economy companies make the Net their preferred way of doing business. That`ll force exchange usage.

Nevertheless, a few B2B players relying on transaction fees will do well. PurchasePro.com (Nasdaq: PPRO), which focuses on small businesses, seems to be a winner, according to analysts. FreeMarkets (Nasdaq: FMKT) is a toss-up. Vroom is bullish on FreeMarkets, but Lehman Brothers analyst Patrick Walravens isn`t sold on the company. Walravens said FreeMarkets` dominance of the auction space is being challenged by self service auctions, fixed vs. volume pricing and diminishing returns. In fact, the US Navy, Transora and Covinsint each signed auction deals with FreeMarkets` rivals.

FreeMarkets` ability to expand its products will be the key to returns in 2001.

Show me the model -- If you haven`t noticed, investors have no patience for companies that went public and then figured out their model later. There are tons of B2B companies in transition and VerticalNet is the poster child for the movement. The first half of 2001 will be a make-or-break time for the company.

VerticalNet`s sale of NECX to Converge Inc., an electronics consortium, will push the company`s revenue figures back a few quarters. VerticalNet won`t have guidance for 2001 until January, but analysts are expecting a big revenue hit. Chase H&Q analyst Jim Pettit said he expects revenue guidance for 2001 to move from $430 million to $450 million to $200 million to $225 million.

[Pitu]

SG Cowen äußert sich positiv über den Business2Business-Sektor und wählt Commerce One (CMRC)zum TOP PICK im B2B-Sektor.

[SteffenP]

Business exchanges look to regroup for 2001
By Erich Luening
Staff Writer, CNET News.com
December 29, 2000, 4:00 a.m. PT
year in review At this time last year, companies in the business-to-business market were the rage on Wall Street and among venture capitalists.

Software companies that build the marketplaces saw their stock prices skyrocket. Traditional offline businesses, like the chemical, auto manufacturing and construction sectors, lined up to buy the software and build marketplaces to streamline their business transactions with suppliers and business and logistics partners.


The two leaders in the business-to-business software market, Commerce One and Ariba, saw their stock soar from single-digit share prices at their public offerings in summer 1999 to triple-digit share prices a year later.

But by the end of 2000, several marketplaces had come under international antitrust scrutiny, while a market shakeout and skepticism about investing in Internet-related companies bogged down the new business-to-business boom.

There have already been some early failures.

"A number of companies didn`t really have a business plan for staying afloat," said Tim Clark, an analyst with Jupiter Media Metrix. "They had one for establishing a marketplace, but they didn`t have one for getting liquidity, to bring customers on board."

In September, RedLadder.com, a construction marketplace, shut down because of financial difficulties. Soon afterward, used equipment and metalwork machinery exchange eSprocket announced that it was cutting its staff in half to reduce costs and build business. In December, online marketplace services provider Ventro said it planned to shut down its Chemdex and Promedix ventures and lay off about 235 employees.


But the size and value of business-to-business marketplaces may soon dwarf those of their e-tail cousins--even of such household names as Amazon.com and eBay.

For example, take Covisint--a massive business-to-business auto marketplace for as many as 40,000 companies doing business with the automobile industry. The exchange, which is due to go live in 2001, is expected to handle up to $750 billion in annual purchasing and, according to advisers at Morgan Stanley Dean Witter, could amass a market capitalization exceeding $10 billion by 2005.

Overall, analysts estimate that the business-to-business market will grow from about $131 billion in 1999 to between $2.7 trillion and $7.3 trillion by 2004. In comparison, Forrester Research projects that e-tailer spending will reach $184.5 billion in 2004, up from $20.3 billion last year.

The sky-high business-to-business predictions still hold despite the early challenges online marketplaces have faced, analysts said.

In addition to shutdowns and job cuts, the sector has stared down antitrust investigations and vicious talent poaching among business-to-business e-commerce companies and their clients. The sheer size of the large marketplaces caused some concern for companies that had longstanding relationships with suppliers that might be jeopardized. And many smaller players feel squeezed by the larger marketplaces springing up for whole sectors, like chemicals or aluminum.

"Investors and independent exchanges got scared when the big brick-and-mortar companies came in with their consortiums," Clark said. "Venture capital firms thought there was too much risk in financing independent companies against the big consortium exchanges like Covisint."

In 2001, analysts expect two major trends: The larger marketplaces, such as Covisint, will become operational, and there will be an upswing for support software and technology companies that got hurt in the dot-com downturn.

"I expect to see a resurgence in customer resource management within the business," said Andrew Bartells, an analyst at Giga Information Group.

"I also see a renewed concentration on internal processes," Bartells said. "As online business between companies becomes standardized, companies will realize that in order to be competitive they`ll have to focus on internal systems as well. We expect this to occur in the enterprise resource planning area especially."

[SteffenP]

TheStreet.com - Silicon Valley
i2 Technologies Agrees to Buy ec-Content


The purchase would allow i2 to sell more office supplies over the Internet and also step on Ariba`s toes.

By Joe Bousquin
Senior Writer


Wednesday night, i2 Technologies (Nasdaq: ITWO - news) agreed to buy a catalog content company so it can sell more office supplies via the Internet. And in doing so, it cast its shadow a little bit further over its partner, and competitor, Ariba (Nasdaq: ARBA - news) .

With its proposed acquisition of niche content company ec-Content , i2 greatly expands the amount of listings of maintenance, repair and operation supplies -- standard office-type stuff -- that it can offer its customers, who use i2`s software to set up open and private exchanges on the Internet to do business with customers and suppliers.

Yet last May, ec-Content announced an alliance with business-to-business software maker Ariba, which distributed those catalog listings over Ariba`s network. Analysts say the acquisition shouldn`t affect that partnership, because i2 and Ariba are partners themselves, albeit through a shaky alliance moored by a third partner, IBM (NYSE: IBM - news) . But it could put Ariba much more under the thumb of i2, which has slowly but surely been growing at the expense of its partner.

"I see it as slightly negative for Ariba, because it makes them that much more dependent on their i2 partnership," says Chris Rowen, an analyst at Robinson-Humphrey who rates i2 buy and Ariba outperform. (His firm hasn`t done underwriting.) What`s more, it expands i2`s presence in the so-called indirect market, or trading things such as office supplies, which is Ariba`s stronghold.

Going Through i2
"Now, even if it`s an indirect marketplace, and a company wants to set up standardized catalog content, they`re likely going to have to partner with i2 to get at the ec-Content listings," Rowen says.

That said, there`s no indication that i2 would yank the ec-Content listings out of Ariba`s own network. An Ariba spokeswoman didn`t return a call to comment.

Ariba, i2 and IBM have boldly played up their partnership, launched in March, as the dream team of B2B, even dubbing it "the Alliance" with a capital "A." But quietly, fissures began appearing; observers began to believe that Ariba and i2 were increasingly becoming competitors, with IBM as the peacemaker.

At $5 million in cash and $130 million in stock, the ec-Content deal isn`t a blockbuster. But analysts heaped praise on i2`s move because it gives the company an easy way to let customers compare prices of everyday stuff like paper, pencils and cleaning supplies.

"One of the biggest barriers to keep moving on the B2B front is this whole catalog thing. It sounds mundane, but it`s a huge issue," says Robert Johnson, an analyst at ABN Amro , who reiterated his buy rating on i2. "Everyone wants this B2B stuff on the Web, but unless you have an accurate way to update it and keep it fresh, it`s useless." (His firm hasn`t done underwriting for either company.)

Long History
ec-Content, apparently, has a good way to do that. The company is actually a unit of Trade Service , which i2 agreed to buy Wednesday in order to acquire ec-Content. Trade Service has been managing catalog content for 70 years, and has more than 5 million items in its database. About 24,000 distributors, manufacturers, suppliers and contractors subscribe to its catalog services.

Those listings, combined with i2`s earlier acquisition this year of Aspect Development , which also operates in the content management area, gives i2 a broad reach as far as content is concerned.

"Quite frankly, it gives i2 a lot of leverage for marketplace operators other than Ariba," ABN Amro`s Johnson says. "Where am I going to get a common catalog if Aspect is bought, and now ec-Content is purchased? It sets up an interesting situation for the players that are left."

For his part, Robinson-Humphrey`s Rowen doesn`t think that the acquisition necessarily raises tensions between i2 and Ariba. Instead, he sees the much-maligned alliance between the companies, as well as IBM`s part, as an arrangement of necessity, not convenience.

"I think that the partnership will likely survive because of mutual self-interest," Rowen says. In the indirect materials business, Ariba has better name recognition than i2, and i2 has better software when it comes to supply-chain management, a hot area of B2B right now. "It`s in both their best interests to maintain it."

Still, should tensions grow between the companies, the ec-Commerce acquisition gives i2 another lever to use in squeezing Ariba.

[Eboerse]

Interessantes über Chemplorer,die Anzahl der Auktionen muß berichtigt werden,sie betragen mittlerweile 90089,

"chemplorer" mit Blitzstart - mit über 85.000 Transaktionen erfolgreichster europäischer Internet-Marktplatz für die Chemie- und Life-Science-Industrie

Bonn, den 20. Dezember 2000

Die chemplorer GmbH, Betreiber des Internet-Marktplatzes "chemplorer" für die Beschaffung in der Chemie- und Life-Science-Industrie, zieht nach gut zwei Monaten Online-Betrieb eine äußerst positive Bilanz. "Wir haben uns innerhalb kürzester Zeit als führender Internet-Marktplatz in der Chemiebranche und als einer der erfolgreichsten Business-to-Business-Marktplätze in Europa etabliert", verdeutlicht Christian Rast, Geschäftsführer von chemplorer, eines Gemeinschaftsunternehmens von Bayer AG, Infraserv Höchst und der Deutschen Telekom AG. Die digitale Handelsplattform war am 9. Oktober 2000 gestartet worden.

Derzeit werden pro Woche bereits rund 10.000 Einkaufstransaktionen über chemplorer abgewickelt. Insgesamt sind seit dem Startschuss mehr als 85.000 Beschaffungsvorgänge auf dem Internet-Marktplatz realisiert worden. Rast: "Während sich die weitaus meisten anderen elektronischen Marktplätze noch im Ankündigungs-Stadium befinden, ist chemplorer bereits eine feste Größe für die Organisation der Einkaufsprozesse zwischen Kunden und Lieferanten." Derzeit bieten bereits 90 Lieferanten ihre Produkte und Dienstleistungen in digitalen Katalogen über chemplorer ihren Kunden an. Weitere Lieferanten bereiten die Einstellung ihres Leistungsspektrums in den Marktplatz vor. Derzeit sind über die in chemplorer hinterlegten Kataloge bereits über 500.000 Artikel verfügbar.

Neben der Aufnahme weiterer Lieferanten arbeiten die Mitarbeiterinnen und Mitarbeiter von chemplorer mit Hochdruck an der Einbindung von Kundenunternehmen in den Internet-Marktplatz. Die IT-Systeme der Einkaufsabteilungen werden im Rahmen einer Vollintegration direkt mit chemplorer verbunden. Die Einkaufsexperten der Bayer AG beispielsweise greifen über das firmeneigene SAP-System automatisch auf das Katalog-Angebot von chemplorer zu. Der Chemiekonzern wickelt die Bestellungen der katalogfähigen MRO-Güter über chemplorer ab. Rast: "chemplorer läuft auf der Basis der von der Deutschen Telekom bereitgestellten Technologie äußerst stabil - das ist ein wesentliches Plus unserer Plattform."

Nach Darstellung von Jürgen Sommer, Geschäftsleitung Vertrieb und Marketing von chemplorer, "ermöglicht der elektronische Marktplatz signifikante Einsparungen in den Einkaufsprozessen". Jeder Einkaufsvorgang in der Chemieindustrie verursacht Prozesskosten von bis zu 300 Mark - und dies unabhängig vom Umfang der Bestellung und der georderten Ware. Die Anbindung der IT-Systeme von Lieferanten und Kunden an die chemplorer-Plattform schafft die Voraussetzung, die Einkaufsprozesse nachhaltig zu optimieren und die Beschaffungskosten deutlich zu senken.

Zu den entscheidenden Zielsetzungen für das Jahr 2001 gehört neben der Integration weiterer Kunden und Lieferanten die Internationalisierung der Unternehmensaktivitäten von chemplorer. "Wir werden im nächsten Jahr unser Dienstleistungsangebot auf die wichtigen europäischen Länder wie Großbritannien, Frankreich oder Italien und vor allem auch in die USA ausweiten", betont chemplorer-Geschäftsführer Christian Rast.

chemplorer hat einen klaren Produktfokus. Über den Marktplatz 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, einen Werkzeugkasten für Einkäufer im Sinne des "One-Stop-Procurement" zur Verfügung zu stellen.

Im kommenden Jahr wird auch der Gesellschafterkreis von chemplorer erweitert. Neben Bayer AG, Infraserv Höchst und Deutscher Telekom AG wird derzeit die Beteiligung weiterer renommierter Unternehmen an dem Joint Venture vorbereitet. Mit den Firmen Dynamit Nobel AG, Schering AG, Wella AG und einem amerikanischen Konzern wurden bereits entsprechende Absichtserklärungen unterzeichnet.
© chemplorer 2000


Ein interessanter Link zu einer deutschen B2B Site,

http://www.b2b-link.de/

[RolfBraun]

Frohes neues Jahr an Alle, die diesen Thread durch ihre unermüdliche Arbeit mitgestaltet und zu einer der besten Informationsquellen zum Thema Commerce One im Board gemacht haben!

-Rolf-

[Forsyth]

und wieder nach oben;-)
Commerce One: Vertrauenskrise

02.01.2001
Aktuelles Urteil: kaufen (unverändert)
Letztes Update: 13.12.2000

Aktueller Kurs: 25,44 USD
Marktkapitalisierung: 4,9 Mrd. USD

KGV 2000/01: k.A. / 636
KUV 2000/01: 12,4 / 3,8

Am 19. Dezember 2000 platzte die Bombe. Commerce One verliert einen der bedeutendsten Kunden, nämlich die Technologiebörse der Computerindustrie Converge (ehemals eHitex), an den Konkurrenten Verticalnet. Der Aktienkurs von Commerce One markierte daraufhin neue Tiefstände. Was ist nun von der Sache zu halten? Ist Commerce One bei der Marktplatztechnologie nicht mehr konkurrenzfähig? Oder haben die Anleger in einem ohnehin extrem schwachen Börsenumfeld überreagiert?

Wir möchten den Vorgang aus zwei verschiedenen Perspektiven beleuchten. Zum einen erscheint es uns nicht so, daß Commerce One einen Kunden in einem „ehrlichen“ Kampf an Verticalnet verloren hat, weil von dort die bessere Technologie kommt. Man muß hier die Umstände des Deals berücksichtigen. Verticalnet wird für Converge Softwarelizenzen im Wert von 107,5 Mio. USD über die nächsten drei Jahre liefern und erhält eine Beteiligung von 19,9% am Grundkapital dieses Marktplatzes. Doch während wir schon wegen der Konditionen, die Commerce One beim Covisint-Deal akzeptiert hat, etwas gemurrt hatten, schlägt Verticalnet nun alle Negativrekorde im Wettbewerb. Verticalnet gibt nämlich im Gegenzug die erst 1999 übernommene Chip- und Elektronikbörse Necx an Converge ab. Dazu müssen Sie wissen, daß Necx im Moment der Teil von Verticalnet ist, der wirklich funktioniert. Im 3. Quartal steuerte Necx zum Gesamtumsatz von 75,3 Mio. USD immerhin 39,3 Mio. bei. Verticalnet hat also für den beschriebenen Deal über 50% des Umsatzes geopfert und muß möglicherweise die Hoffnung auf das baldige Erreichen der Profitabilität aufgeben. Für das nächste Jahr wurden die Umsatzschätzungen schon mal von 450 Mio. USD auf 225 Mio. USD heruntergefahren. Daß auch die Anleger von Verticalnet der Aktie nur kurzzeitig in den grünen Bereich verhalfen und sie dann wieder verkauften, können wir unter diesen Umständen gut verstehen.

Für das Management von Verticalnet stellt der Deal einen konsequenten Schritt zur Portfoliobereinigung auf dem Weg zum B2B-Softwarehersteller dar. Ob aber Verticalnet auch in Zukunft Chancen haben wird, Aufträge ähnlicher Größe zu akquirieren, ist fraglich. Noch ein Deal mit diesen Konditionen und Verticalnet ist ganz verschwunden.

Wir glauben weiterhin daran, daß Commerce One auch in Zukunft sehr gute Chancen hat, im sicher härter werdenden Konkurrenzkampf zu bestehen. Die Ereignisse um Converge sind jedenfalls nicht dazu angetan, daß Gegenteil glaubhaft zu machen. Der Verlust dieses sehr großen Marktplatzes ist bedauerlich, aber weit davon entfernt, den Businessplan von Commerce One über den Haufen zu werfen.

Nun aber zum 2. Blickwinkel. Hier sieht es für Commerce One sehr viel schlechter aus! Das Unternehmen hat es geschafft, das Vertrauen der Investoren und Analysten stark zu erschüttern. Bisher galt Converge als fester Kunde von Commerce One. Nun stellt sich heraus, daß nicht nur keine wasserfesten Verträge diesbezüglich geschlossen wurden, sondern, schlimmer noch, Converge mit Commerce One lediglich ein Pilotprogramm vereinbart hatte, worunter man wohl eine etwas intensivere Evaluierung der Technologie verstehen darf. Natürlich stellt sich nun die Frage, wie sicher man sich seiner Sache noch sein darf, wenn man das Unternehmen X oder den Marktplatz Y als Kunden von Commerce One bezeichnet. Commerce One wird sich sehr genau überlegen müssen, wie das geschwundene Vertrauen der Anleger wieder zurückgewonnen werden kann. Wir sind davon überzeugt, daß der größte Teil der jüngsten Kurseinbußen auf den Vertrauensschwund und nicht auf den unmittelbaren finanziellen Schaden durch den Kundenverlust zurückzuführen ist.

Aufgrund der bisher immer überzeugenden Quartalszahlen, der führenden Stellung des Unternehmens im B2B-Sektor und der niedrigen Bewertung behalten wir unsere Kaufempfehlung bei. Einen weiteren Fehler dieser Art sollte sich Commerce One aber nicht mehr leisten.

Sepp Ludwig Gramann

© 2000 Performaxx AG



Gruß Forsyth

[SteffenP]

Wednesday January 3, 8:06 am Eastern Time
Press Release
Commerce One and Trade-Ranger Reach Definitive Agreement
Commerce One to Provide Comprehensive E-Marketplace Solutions Supporting Premier Energy and Petrochemical Marketplace
PLEASANTON, Calif. & HOUSTON--(BUSINESS WIRE)--Jan. 3, 2001-- Commerce One, Inc. (Nasdaq:CMRC - news) has reached a definitive agreement to license its MarketSite(TM) e-marketplace infrastructure as the core technology for Trade-Ranger, a premier marketplace supporting the exchange of materials and services in the energy and petrochemical industries. As part of the agreement, Trade-Ranger will also use Commerce One Global Services for strategic and technical consulting.

``Commerce One is key to helping us achieve a successful, liquid marketplace,`` said interim co-CEOs Peter Lamell and Allen May of Trade-Ranger. ``We will continue to work closely with Commerce One to integrate its core technology with that of our members as well as develop additional marketplace functionalities and value-added services.``

Trade-Ranger began processing catalog transactions with Commerce One e-marketplace solutions in September 2000. The company`s best-of-breed strategy, which blends Commerce One e-marketplace solutions with the most diverse set of buying tools in the industry, creates a truly open marketplace for buyers and sellers.

[buckweiser]

Neue Konkurrenz? (v.a. für ppro?)


ProcureNet Introduces B14-ZR Program to Accelerate Delivery of eProcurement Solutions, Pares Exorbitant Implementation CostsProcureNet`s Unparalleled 14-day Implementation Program Challenges Ariba, Commerce One, PurchasePro and others
GREAT RIVER, N.Y., Jan 03, 2001 (BUSINESS WIRE) -- ProcureNet, Inc., a pioneer and leading provider of eProcurement solutions for the B2B and B2G markets, today introduced B14-ZR, an aggressive program designed to enable businesses to implement an eProcurement solution within 14 days with virtually zero risk.

By launching this innovative delivery program, ProcureNet is squarely challenging the costly, time-intensive delivery practices of competitors including Ariba (NASDAQ: ARBA chart, msgs), Commerce One (NASDAQ: CMRC chart, msgs), MRO.com (NASDAQ: PSDI chart, msgs), Oracle (NASDAQ: ORCL chart, msgs), PurchasePro (NASDAQ: PPRO chart, msgs), and SAP AG (NYSE: SAP chart, msgs).

"Many companies today have eProcurement initiatives high on their priority list but are getting stonewalled because of exorbitant investment costs or unreasonable delivery times," said Reuven Battat, President and CEO of ProcureNet. "This innovative program enables clients to almost immediately improve their purchasing efficiency with virtually zero risk -- all for a nominal initial investment."

Organizations signing up for the B14-ZR Program will be eProcurement-capable within 14 days. During a 90-day B14-ZR pilot period, ProcureNet will provide a hosted eProcurement solution without any license fee commitment. Included in the initiative is a comprehensive pilot program delivering immediate eProcurement capabilities, a customized marketplace with up to 10,000 items, unlimited access to ProcureNet`s comprehensive PurchasePlace(TM) catalog which features over one million MRO/office items, and access to ProcureNet`s ServicePlace(TM) - a unique service that offers a guaranteed find of any off-catalog item in three business days or less.

By signing up for B14-ZR, clients will be able to quickly take advantage of a comprehensive solution featuring OneSource(TM) that will:

-- Eliminate manual tasks associated with procurement

-- Improve communication with suppliers

-- Participate in reverse auctions

-- Expedite the entire procurement process

-- Improve end-to-end efficiency of the procurement process


The easy-to-use Web-based functionality designed into OneSource(TM) means that there is no software to install on clients` networks. Organizations choosing to deploy a full-scale OneSource(TM) implementation after the 90-day pilot period will have their initial investment credited towards ongoing use.

"B14-0R is an example of ProcureNet`s strategy to extend the benefits of its OneSource(TM) technology to organizations that have real interests in online procurement but are limited by budget or time constraints," said Lisa Williams, Program Manager for BtoB Commerce Applications for the Yankee Group. "This forward-looking strategy should be appealing in light of the continuing emphasis on rapid solutions delivery and prudent investments in technology."

"ProcureNet is the only vendor that can offer clients a complete end-to-end solution that can be implemented within 14 days at virtually no risk," said Battat. "Similar technology from other vendors like Ariba and Commerce One can cost millions of dollars and take months or even years before it`s operational. Through B14-ZR, we are challenging every organization seeking to lower its operation costs in 2001 to take a look at how ProcureNet can offer the easiest, fastest, and most efficient way to improving the bottom line."

B14-ZR leverages the strengths of ProcureNet OneSource(TM), the most advanced eProcurement solution available today. The program is backed by a team of dedicated procurement experts that have been doing business for over 10 years with an industry-recognized system that has processed over 42 million client transactions representing $21 billion in purchases.

[isaaacc]

wwww.pantellos.com!
seit 1.1. online and working!
-----

ausserdem:

Commerce One inks marketplace deal
January 03, 2001 06:49 AM PT
by Adam Feuerstein





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

Commerce One (CMRC) wasn`t about to let another one slip through its fingers.

Just two weeks after losing a key prospective marketplace customer, Commerce One said today it has nailed down an agreement with Trade-Ranger, an industry-sponsored online marketplace.


Trade-Ranger, founded by 14 large chemical and petrochemical companies, will build its marketplace using Commerce One`s MarketSite software, the company said today. The news is welcome for Commerce One executives still smarting from the loss of Converge, an electronics industry marketplace that ditched Commerce One for VerticalNet (VERT).


Commerce One opened Wednesday down $1.62, or 8 percent, to $17.56. The stock lost 24 percent Tuesday.


Like its other mega-marketplace deals, Commerce One will earn a mix of revenue from Trade-Ranger, including software license and consulting fees and an undisclosed percentage of Trade-Ranger revenue. Commerce One also owns a small equity stake in the marketplace.


This is the seventh mega-marketplace deal inked by Commerce One, says Peter Pervere, the company`s CFO. The others are Covisint (automotive), Exostar (aerospace), Enporion, (electricity and gas), Pantellos (energy and utility), ForestExpress (forest products) and Quadrem (minerals and mining).


"We`ve got about 10 more deals with mega-exchanges in the pipeline waiting for definitive agreements to be signed," he says.


While Trade-Ranger will be built on top of Commerce One software, other b-to-b software firms are also getting a piece of the action. In the past two months, Trade-Ranger has inked deals with i2 Technologies (ITWO) to build online catalog content and Andersen Consulting -- now known as Accenture -- to run online auctions.


Commerce One is getting ready to report fourth-quarter earnings on Jan. 18, so Pervere would not comment on the company`s performance, but he dismissed talk that the market for Commerce One software was slowing. The number of new b-to-b marketplaces being launched dropped significantly in the last part of 2000, leading some to believe that Commerce One may be vulnerable to a slowdown.


"At this point, we have about 107 marketplace customers divided into the mega and regional exchanges, as well as dotcom Net market makers," he says. "Moving forward, we see a tremendous amount of opportunity to build private exchanges as well as to sell other applications into public marketplaces. There is also a lot of potential internationally."

quelle: www.commerceone.com

[Eboerse]

Näheres zum agreement,



Commerce One Lands Trade-Ranger
by Demir Barlas, Line56
Wednesday, January 03, 2001



Email this article...

Print this article...


Weeks after losing out on electronic parts e-market Converge, Commerce One has officially landed another industry-led exchange catering to the energy and petrochemical industries.
Trade-Ranger, founded by 14 companies with combined annual procurement spending of $125 billion, has agreed to license Commerce One`s MarketSite infrastructure. Trade-Ranger will also employ Commerce One Global Services` strategic and technical consulting services.

The deal has been in the pipeline for months. Trade-Ranger announced its attention to engage Commerce One back in April 2000. Commerce One started powering Trade-Ranger catalog transactions five months later, but the definitive agreement was saved for the New Year.

Last month, Commerce One lost its bid to provide the procurement platform for Converge when VerticalNet agreed to sell NECX to Converge, with VerticalNet Solutions providing the trading technology for the industry-led initiative.

Trade-Ranger`s open exchange model allows buyers to use different buying tools to access it, or simply use MarketSite as hosted on the exchange. Sellers access the exchange via their own ERP systems or a Web browser. Over time, Trade-Ranger wants to connect to other exchanges and portals as well.

Trade-Ranger interim co-CEOs Peter Lamell and Allen May said ``Commerce One is key to helping us achieve a successful, liquid marketplace. We will continue to work closely with Commerce One to integrate its core technology with that of our members as well as develop additional marketplace functionalities and value-added services.``

Trade-Ranger`s founding members are Royal Dutch/Shell, BP Amoco, Conoco, Dow Chemical, Equilon, Mitsubishi, Motiva, Occidental Petroleum, Phillips Petroleum, Repsol YPF, Statoil, Tosco, TotalFinaElf, and Unocal.

Accenture, formerly Andersen Consulting, is providing auction services to Trade-Ranger. i2 is the primary content technology and services provider for Trade-Ranger.

[Zetland]

Auszug aus dem Handelsblatt vom 04.01.01:

Artikel über SAP:
... Analysten verweisen aber trotz Skepsis auf den intakten B2B Markt.. (S. 13)



Die großen fünf - I2, Commerce One, Ariba, SAP und Oracle -werden mit guten Q-Zahlen kommen. (S. 18)

Angesichts der Kosten, die Konzerne durch die Internet-Anbindung ihrer Zulieferer sparen können, gehen die Analysten von AMR Research davon aus, daß der B2B Markt nach wie vor intakt ist. (S. 18)

Natürlich besteht die Gefahr, daß in den USA die IT-Budgets gekürzt werden, aber im B2B Bereich wird dies nicht dramatisch sein, glaubt Coleen Kaiser von Merrill Lynch. (S. 18).



Was haltet Ihr davon? Ich wäre ja froh, wenn es so wäre, traue den Analysten aber nicht mehr besonders.

[AndyBusch]

hallo
eine positive Einschätzung zu C1 von Credit Suisse Boston.
http://www.theinternetanalyst.com/individual/010104sections/…

---------------------------------------------------------
StarMedia Is Made of Sterner Stuff Than Its U.S. Cohorts
By Paul DeMartino

The Internet Analystsm combed through research submitted to the Multex.com database this week, looking for Strong Buys. In order to be included in this column, a stock must receive a firm`s highest rating, and the valuation methodology must be included in the report.


COMMERCE ONE (CMRC): On Dec. 26, Credit Suisse First Boston initiated coverage of COMMERCE ONE with a STRONG BUY. COMMERCE ONE is a B2B ecommerce platform and service provider. The company has set up sites that link B2B buyers and sellers in a competitive bidding environment. CS First Boston`s investment thesis is that this industry will see tremendous growth in the future. Basically, its thought is that B2B efficiencies will attract virtually all inter-business trade worldwide. That`s a lot of business; it estimates that this broadly defined sector amounted to about $47 trillion in 1999. CS First Boston expects that about 25% of this, or roughly $12 billion a year, will flow through e-commerce sites by 2010. In 2001, it projects that a mere $100 billion will pass through them, growing to $3 billion by 2004, which, by the way, works out to an annualized growth rate of about 210% through 2004 and 21% annualized rate between 2004 and 2010.

More to the point, in the space of B2B enablers, COMMERCE ONE is emerging as one of the leaders. Specifically, CS First Boston spoke to the parties that were responsible for forming some of the current exchanges that COMMERCE ONE set up, including Covisint, Exostar and Trade Ranger. The companies spoken to reported a high degree of satisfaction with the service, and CS First Boston believes that this may translate into high, recurring revenue streams in the future, particularly if the participants ask COMMERCE ONE to set up private exchanges. In the shorter term, CS First Boston believes that COMMERCE ONE will report strong results in the fourth quarter. It projects that the company will have a loss of $0.35 a share in 2000. The firm`s 12-month target price for the company is $55 based on a discounted cash flow valuation. The shares closed at $25.31 on Dec. 29.
---------------------------------------------------------
Mit der wichtigste Punkt ist m.E. die Zufriedenheit der Firmen/Kunden:
The companies spoken to reported a high degree of satisfaction with the service, and CS First Boston believes that this may translate into high, recurring revenue streams in the future, particularly if the participants ask COMMERCE ONE to set up private exchanges.

In einem anderen Thread habe ich etwas von Gerüchten über eine Umsatz/Ergebniswarnung gelesen [kann man natürlich nicht ausschließen].
Aber trotzdem Leute:
Entweder besser fundieren (nicht der Freund meines Schwagers, der einen Broker in ... kennt usw.) oder lasst es bleiben.
In the shorter term, CS First Boston believes that COMMERCE ONE will report strong results in the fourth quarter.

12 Monats-Kursziel also $ 55. Nicht doll aber schon mal ein Anfang. Vielleicht heißt es doch erstmal kleiner Brötchen backen. Auf dem gegenwärtigen Niveau wären das allerdings > 100 %.

grüße Andy
p.s. wenn möglich immer Original-link mit angeben, da meist besser zu lesen und leichter abzuspeichern bzw zu bookmarken.

[boerseaugsburg]

@andybusch

die credit suisse boston unterhält von c1 ein größeres aktienpaket. nachzulesen unter nasdaq.com.

gruß ba

[gooodi]

hallo-
betrifft evtl. gerüchte wg. umsatzwarnung. ich hoffe, damit sind sie ausgeräumt:

This is the seventh mega-marketplace deal inked by Commerce One, says Peter Pervere, the company`s CFO. The others are Covisint (automotive), Exostar (aerospace), Enporion, (electricity and gas), Pantellos (energy and utility), ForestExpress (forest products) and Quadrem (minerals and mining).


"We`ve got about 10 more deals with mega-exchanges in the pipeline waiting for definitive agreements to be signed," he says.


While Trade-Ranger will be built on top of Commerce One software, other b-to-b software firms are also getting a piece of the action. In the past two months, Trade-Ranger has inked deals with i2 Technologies (ITWO) to build online catalog content and Andersen Consulting -- now known as Accenture -- to run online auctions.


Commerce One is getting ready to report fourth-quarter earnings on Jan. 18, so Pervere would not comment on the company`s performance, but he dismissed talk that the market for Commerce One software was slowing. The number of new b-to-b marketplaces being launched dropped significantly in the last part of 2000, leading some to believe that Commerce One may be vulnerable to a slowdown.


"At this point, we have about 107 marketplace customers divided into the mega and regional exchanges, as well as dotcom Net market makers," he says. "Moving forward, we see a tremendous amount of opportunity to build private exchanges as well as to sell other applications into public marketplaces. There is also a lot of potential internationally."


diese aussage sollte doch eine art beruhigungspille für uns sein. im gegenteil, demnach könnte man mit sehr guten zahlen rechnen.-oder interpretiere ich das falsch? bin nicht so sattelfest in englisch.

mfg.goodi

[freakshow]

Zur Ermunterung, wenn das Desater mal vorbei sein sollte:

Commerce One Investor`s ALERT!!!

In April Wall Street changed its mind about business-to-business e-commerce leader Commerce One (CMRC). Instead of cheering because the company nailed down a contract with General Motors to build a network linking the automaker to its 30,000 suppliers, analysts focused on problems with the basic business-to-business business model. I think the skepticism was timely -- the stock was over-priced at the time. But I think the market has now swung too far to the other extreme and Commerce One is now somewhat undervalued on its fundamentals. My LEAPS recommendation on Commerce One: OCUAN CMRC 2003 80c @ $7/share. This has a very high Delta percentage, meaning the OCUAN LEAPS will move up fast as the stock moves up! At the money 2003 LEAPS are at $14/share, so there is great potential on this investment over the next 2 years! Also, once your strike price is hit, the OCUAN LEAPS will move dollar for dollar with the CMRC stock. This means purchasing 10 Contracts (1000 shares) will move $1000 every dollar CMRC moves up! I`ve done LEAPS Analysis on many of my other stock picks, you may want to check out, including: CSCO, MSFT, YHOO, AOL, NT, QQQ, JDSU, JNPR, ORCL, INTC, WCOM, AMZN, and many more! Happy Investing in 2001-2002!!!

Ist zwar nichts neues, aber ein bisschen Öl auf die Wunde.

[DimStar]

@ goodi
du interpretierst es richtig. Vielleicht das letzte Quartal mit Verlusten ? Es gibt 10 weitere Pilotprojekte mit Mega-Exchanges ...

hier noch die URL zum von Zetland angedeuteten SAP-Artikel:

http://www.handelsblatt.com/hbiwwwangebot/fn/relhbi/sfn/buil…

[SteffenP]

Analyst Says B2B Stocks Near Bottom, CMRC His Favorite

http://biz.yahoo.com/oo/010104/48019.html

[Antik]

@dimstar

Kannst Du mir bitte erklären, wie Du die Adresse als Link hier rein postest ?

Danke

[gooodi]

hallo,

eben gefunden auf godmodetrader:

Die Analysten von Prudential Securities sehen bei den Aktien des B2B Sektors eine Bodenbildung. Die Bedenken bzgl. des IT Bereiches seien soweit eingepreist. Viele Internetaktien seien nach konservativen Gesichtspunkten fair bewertet, manche sogar unterbewertet. Als Top Pick des B2B Sektors empfehlen die Analysten die Aktien von Commerce One (CMRC).

mfg.goodi

[Grufti]

News | Profile | Research | SEC | Msgs | Insider | Options | Financials

Analyst Says B2B Stocks Near Bottom, CMRC His Favorite
Thursday January 4, 4:10 pm Eastern Time
Brought to you by ON24



[ Requires RealPlayer - download here ] Related Quotes

CMRC
21 15/16
-1 7/16

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[DimStar]

@ Antik

auf der artikel-site die rechte maustaste drücken, dann auf "Eigenschaften", da steht die site-Adresse -> Adresse kopieren, hier im Antwortfenster schreiben und die Adresse zwischen die 2 Klammern einfügen.

dasselbe für bilder, nur schreiben.

[gooodi]

hallo,
nachbörslich eine weitere zinssenkung in den usa.
discountsatz um 0,25 punkte gesenkt.
es werden schlechte arbeitsmarktdaten morgen erwartet.
diese handlung soll die entschlossenheit der fed unterstreichen.
future schossen kurz über 2 prozent ins plus, um wieder auf plus 0,4 prozent zurückzufallen.
nun geht die angst vor katastrophalen arbeitsmarktdaten um.
werden 14.30 mez veröffentlicht
ist aber ein gutes zeichen der fed. es geht aufwärts !
1998 war es ähnlich. nur war das weltweite umfeld wesentlich !! schlechter.

mfg.goodi

[Ci.a]

Entlassungen bei Commerce One Singapore

Trade Alliance, Hersteller von e-commerce Software und
Tochter von Commerce One, hat ca. 30% seiner
Belegschaft entlassen. Das berichtet die Business Times
unter Berufung auf Unternehmenssprecherin Susie Wee.

Schon nach 5monatigem Betrieb wurden 26 der 82
Angestellten entlassen und eines von zwei Büros in Singpore geschlossen. Ziel ist es, die Kosten um
20-25% zu senken.

[supertruper]

tja was sagt uns das in Bezug auf die Quartalszahlen???...
bin mir nicht sicher ob es nicht doch ratsam wär erstmal auszusteigen...hab keinen Bock auf den nächsten Absturz..

Grüße S.

[SteffenP]

Ariba, i2: A divorce could be imminent
January 05, 2001 12:00 AM PT
by Adam Feuerstein


The b-to-b chatter circuit is once again talking up a split in the partnership between Ariba and i2 Technologies, and this time, industry and financial analysts are expecting both companies to cement their rivalry with acquisitions.

In a rather bold report issued this week, AMR Research predicts that i2 (ITWO) and Ariba (ARBA) will finally divorce by the end of the year. The rift will start when i2 acquires a b-to-b e-commerce software maker that will, undeniably, put it in direct competition with Ariba. Not much new here.


But here`s the kicker. Ariba executives will then counter with a purchase of their own -- gobbling up a rival supply chain software firm that will allow the company to kick some sand in i2`s face. The likely target: Adexa, a privately held supply chain software vendor hoping to pull the trigger soon on an initial public offering.


"Ariba and i2 are like Bill and Hillary Clinton -- no one understands how or why they stay together, but somehow they do," says Kevin O`Marah, an AMR analyst and co-author of the report. "We`re just waiting for the divorce because it`s inevitable."


Demise predicted


Observers have been predicting the demise of the partnership between i2 and Ariba -- brought together by IBM (IBM) and dubbed "the Alliance" -- ever since it was formed in March. Chartered to build large-scale Internet marketplaces, the Alliance has landed about 25 customers and remains intact, despite all the negative talk.


Ariba executives couldn`t comment because the company is releasing fiscal first quarter financial results next week, but a spokeswoman insists the partnership is strong. Tom Cooper, senior vice president at i2, calls AMR`s report "highly speculative, if not unfactual."


So, why all the speculation about a breakup? Because i2 (think Bill) has made aggressive moves to slowly, but surely, invade Ariba`s turf, which is software that lets companies purchase supplies over the Net. I2 has the ability to offer customers a full b-to-b package without needing to bring Ariba into the deal. The company does this through separate partnerships with companies like BroadVision (BVSN) and RightWorks, the acquisition of ec-Content, and improvements to its own software.


And Ariba (a.k.a. Hillary) is vulnerable for another important reason: The changing dynamics of the b-to-b market. I2`s core supply chain management software allows companies to use the Internet to form closer bonds with suppliers and other partners. Simply put, a company can use i2 software to build private, online marketplaces that allow it to easily exchange information with its partners about inventory levels, production schedules and customer demand for their products.


Private the way to go


Private marketplaces and supply chain software are the future of b-to-b, most analysts believe, overshadowing simple Internet procurement -- Ariba`s core strength. In fact, i2 has gone out of its way to crow loudly about its private marketplace deals with customers like Siemens and Caterpillar (CAT) -- deals struck sans Ariba.


Even Ariba`s big rival, Commerce One (CMRC), sees the way the b-to-b road is bending, using a close alliance with German software maker SAP (SAP) to get into private marketplace and supply chain management deals.


"Ariba has got to make a move to get out from under i2`s thumb," says O`Marah. "And we believe the company will do this by acquiring a supply chain software company."


Another source, a Silicon Valley dealmaker very close to Ariba, confirms. "All the talk about the Alliance being strong is just for public consumption," he says. "Privately, this partnership is not working. Ariba executives are very smart, and they`re working on a solution."


The Ariba-Adexa nexus


Which leads us to speculate that Ariba is considering a deal to acquire Adexa. It`s not idle gossip. The two companies have held talks in recent months, both about a potential partnership and an acquisition, O`Marah says. The current status of those discussions is not known, and Ariba and Adexa executives are not talking.


"A deal between Ariba and Adexa makes a lot of sense," says Tim Klein, a supply chain analyst with U.S. Bancorp Piper Jaffray. "Ariba would be a much stronger company with its own supply chain capabilities. Adexa could succeed on its own, but as a small, niche player. It could really benefit from the sales and marketing muscle of Ariba."


Price is always a hurdle with any deal, but Adexa seems to fit within Ariba`s budget. In August, the company filed to sell 4 million shares of its stock to the public at $12-$14 per share. With just over 42 million shares outstanding, the IPO would value Adexa at around $550 million.


"Ariba`s sinking stock price likely precludes it from making any billion-dollar acquisitions, but I`d expect to see some deals in the $500 million to $700 million range, so Adexa is well within the target," says Klein.


Adexa executives would not comment, citing quiet period restrictions of their IPO.


Of course, Klein cautions that an acquisition of Adexa by Ariba may never happen. There may be other potential Ariba partners out there, including Manugistics (MANU) or WebPlan, or none at all.


The only thing most b-to-b observers agree upon, it seems, is that the Alliance`s days are coming to an end. If and when that does happen, the rivalry between the two companies will really intensify, as each goes after the same customers.


Which company -- Ariba or i2 -- will have the edge?


Each has its supporters, and the current trends seem to favor i2, but b-to-b, life like, is full of surprises. Just take a peek at what`s happening in Washington, D.C, with the soon-to-be-former First Couple: Senator Hillary is taking her turn in the political spotlight, while "private citizen" Bill spends time on the rubber chicken circuit.


Maybe Ariba gets the last laugh.

[klako]

Hi Fan`s,

schön die Fakten und Gerüchte zu lesen, aber was bringt der Scheiß ???
Sind wir doch ehrlich, letzendlich vergeudeter Speicherplatz !!!
Die Shorti`s interesieren doch diese New`s überhaupt nicht.
Also doch bloß oder unwirksames leeres Geschwätz !!!
Was nützen Tausend gute News, wenn trotzdem auch die sogenannten Investoren verkaufen.
C1 ist und bleibt ein Zockerwert, mit oder ohne guten oder schlechten Nachrichten !!!
Das ist Fakt !!!

Gruß Klako

[BMW-Fan]

@klako

Genau, und was haben die nächtelangen Recherchen u. Diskussionen zu CMRC unter dem Motto "Bringt`s C1 nun o. nicht?" gebracht? Nicht viel, der Kurs ist nun dermaßen im "Arsch", schlimmer geht`s nimmer - oder doch? Genau so läuft es mit Ariba. Was wurde hier gerechnet, ja direkt wissenschaftliche Hochmathematik wurde betrieben. Aber niemand hat nachgerechnet, wie tief der Kurs fallen kann. Jeder hat nur gerechnet: wenn der Umsatz u. der Gewinn im Jahre 2005 so hoch ist, dann ist der Kurs im gleichen Jahr ...... Ergebnis: es handelte sich um Wahrscheinlichkeitsrechnungen. Traurig - aber wahr. Seitenlange Stellungnahmen in Englisch wurden u. werden hier reingestellt. Wer liest die denn noch? Kein Mensch. Ein Denkmal beginnt abzubrökeln u. viele der vormals glühenden C1-Verehrer haben verkauft. Warum eigentlich? Glaubt denn nun niemand mehr an die so glorreiche Zukunft des B2B?

Gruß B-F

[boerseaugsburg]

@bmw-fan

ich bin nach wie vor von b2b und vor allem von c1 überzeugt.

ich habe auch nicht verkauft, was vielleicht ein fehler war.

wir werden das aber dann spätestens im 2 halbjahr sehen.

gruß ba

[SteffenP]

Friday January 5, 8:09 am Eastern Time
Press Release
BD To Leverage Commerce One E-Marketplace Solutions
PLEASANTON, Calif.--(BUSINESS WIRE)--Jan. 5, 2001--Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business, today announced that Becton, Dickinson and Company (BD) has chosen Commerce One`s e-marketplace solutions to automate the purchasing of indirect goods (those not used in the production of goods) throughout the company and enable two-way, real-time interaction with its suppliers. The Commerce One solution is designed to streamline BD`s purchasing process, reduce operational costs and support strategic sourcing initiatives with preferred suppliers. BD is using Commerce One e-procurement capabilities and connecting to the Commerce One.net(TM) e-marketplace for exchanging goods and services among businesses worldwide.

BD associates can access on-line supplier catalogs and submit orders for products and services. In addition, BD will be able to consolidate its supplier base to better leverage preferred supplier contract pricing and eliminate expensive rogue purchases. By automating the procurement process, BD expects to increase operational efficiency across the company.

``In seeking to further streamline our purchasing processes, we realized we needed to provide associates with a tool that would better leverage our strategic sourcing relationships with preferred suppliers,`` said David Malpiedi, vice president of procurement, BD. ``After evaluating several Internet procurement solutions, we found that only Commerce One offered a single source solution for our entire vision and direction, as well as a depth of development of the marketplace that is unique.``

``By enabling companies like BD with our industry-leading procurement solutions, Commerce One is moving the world`s business commerce onto the World Wide Web,`` said Kevin Schick, vice president of product marketing at Commerce One.

About BD

BD manufactures and sells a broad range of supplies, devices and systems for use by health professionals, medical research institutions, industry and the general public.

[SteffenP]

Friday January 5, 9:02 am Eastern Time
Press Release
WebScope Joins Commerce One.net
Company Links Collaboration Software to Commerce One.net Business Services Offerings
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 5, 2001--WebScope Inc., a leader in collaborative solutions, announced that it has joined with Commerce One, Inc., the leader in global e-commerce solutions for business (Nasdaq:CMRC - news), to offer its Internet product collaboration software through Commerce One.net(TM) Affiliate Program services.

As the only web-native product collaboration solution written entirely in Java(TM), WebScope(TM) now offers the global e-commerce community of Commerce One.net buyers, suppliers and e-marketplace operators the means to collaborate and communicate with product information in a secure, real-time environment regardless of design file format, participants` location, computing platform or network.

``WebScope brings an exciting, new facet to our Affiliate Program with its Internet-based collaboration technology,`` said Roy Satterthwaite, vice president of Commerce One.net at Commerce One. ``We believe this business service will provide e-marketplace operators with a robust and intuitive means of bringing global constituents together.``

``Commerce One.net is an ideal platform for delivering WebScope software,`` said Raja Jasti, CEO and founder, WebScope Inc. ``We believe that this new relationship will enable e-marketplace participants to leverage a multitude of resources, talents and information in the most efficient means possible for today`s `e-driven` business world.``

WebScope: Empowering Commerce Through Collaboration

WebScope software enables efficient product lifecycle and supply chain management decision-making across the extended global enterprise. Using WebScope, manufacturers, suppliers and customers can now view, comment on, and mark up product information to ensure that fit, form and functionality are met, and production options explored, before committing to purchase or production planning. WebScope provides a secure collaborative environment accessible anywhere on the Internet through a standard browser, yet requires no client applications to be purchased, installed or supported.

[RolfBraun]

@BMW-Fan:

Gelesen gesamt: 97.0086
Gelesen heute: 978

wen´s nicht interessiert, der braucht ja nicht ´reinzuschauen.

@klako
...und erst recht nicht seine geistige Diarrhoe hier abzulassen.

-Rolf-

[81245]

05.01. 15:44
Commerce One gewinnt neuen Kunden
--------------------------------------------------------------------------------


Commerce One, ein führender Anbieter und Betreiber von globalen eCommerce-Lösungen für Unternehmen, gibt bekannt, dass Becton, Dickinson and Company (BD) die Marktplatz-Technologie von Commerce One nutzen wird, um den Bezug von indirekten Gütern zu vereinfachen und zu rationalisieren. Im Detail gesprochen nutzt BD die elektronische Bezugsketten-Lösung und wird mit dem Commerce One.net verbunden. BD ist ein Hersteller von Zubehör, Geräten und Systemen für die verschiedene Zielgruppen in der Health-Industrie, in der medizinischen Forschung und der Industrie.

© BörseGo.de

[81245]

Commerce One erweitert Services
--------------------------------------------------------------------------------


WebScope, ein Anbieter von Collaborative-Lösungen, gibt bekannt, dem Commerce One.net Affiliate Program beigetreten zu sein. Innerhalb dieses Partner-Programmes wird WebScope seine eigenen Dienstleistungen und Produkte anbieten können.

WebScope hat die einzige elektronische Collaborative-Lösung, welche auf der Programmiersprache Java geschrieben ist. Diese Lösung funktioniert in realtime und ermöglicht die Zusammenarbeit von mehreren Parteien auf der Käufer- und Verkäuferseite, um möglichst effektiv zu einer Übereinkunft kommen zu können.

© BörseGo.de

[klako]

Hi,

hört doch endlich auf euer englischer Scheiß hier zu präsentieren, das interessiert doch kein Schwein.
Der Kurs kennt doch nur eine Richtung und die heißt Süden !!!
Heuer schon über 10 % im Minus, C1 ein Träumerwert !!!
Target 10 $, das ist Realität !!!
Fisc.Yr Annual 2002 0.52 $ !!!
Bei einem Target von 52 $ in 2002 (wohlgemerkt bei einem KGV von 100, Cisco hat zur Zeit ein KGV von 25)
Eine Träumerwelt von Hoffmann und einigen Schwachsinnigen vom Board.
Remember Träumertarget hier und anderen Board`s 500$ und 900$.
Hier haben einige zuviel Rindfleisch gegessen !!!
Der Rinderwahn greift um sich, BSE läßt grüßen !!!


Gruß Klako

[CBR900RR]

Hier ein paar News auf Deutsch



WebScope, ein Anbieter von Collaborative-Lösungen, gibt bekannt, dem Commerce One.net Affiliate Program beigetreten zu sein. Innerhalb dieses Partner-Programmes wird WebScope seine eigenen Dienstleistungen und Produkte anbieten können.

WebScope hat die einzige elektronische Collaborative-Lösung, welche auf der Programmiersprache Java geschrieben ist. Diese Lösung funktioniert in realtime und ermöglicht die Zusammenarbeit von mehreren Parteien auf der Käufer- und Verkäuferseite, um möglichst effektiv zu einer Übereinkunft kommen zu können.
© GodmodeTrader.de


Commerce One, ein führender Anbieter und Betreiber von globalen eCommerce-Lösungen für Unternehmen, gibt bekannt, dass Becton, Dickinson and Company (BD) die Marktplatz-Technologie von Commerce One nutzen wird, um den Bezug von indirekten Gütern zu vereinfachen und zu rationalisieren. Im Detail gesprochen nutzt BD die elektronische Bezugsketten-Lösung und wird mit dem Commerce One.net verbunden. BD ist ein Hersteller von Zubehör, Geräten und Systemen für die verschiedene Zielgruppen in der Health-Industrie, in der medizinischen Forschung und der Industrie.
© GodmodeTrader.de


Commerce One unterschreitet aktuell trotz guter Nachrichten erneut die Marke von $20 und fällt aktuell um 11.11% auf $19 1/2.

Zum einen konnte heute angekündigt werden, dass man den Teilehersteller BD als Kunden gewinnen konnte. Zum anderen war es für Commerce One möglich, das Angebot im Collaborative-Bereich, welcher sehr wichtig für die weitere Konkurrenzfähigkeit der Produkte von Commerce One ist, durch eine Aufnahme von WebScope in das Partner-Programm zu erweitern. Positiv sollten auch wieder aufkommende Spekulationen über eine evtl. Trennung der Kooperation zwischen Ariba und i2 Technologies positiv auf den Kurs wirken.

© GodmodeTrader.de

CBR900RR

[somart]

Was zur Hölle passiert denn heute wieder mit CMRC und ARBA? Gestern habe ich geschrieben das die beiden vor einer Gewinnwarnung stehen. Stimmt es vielleicht doch und deshalb diese Panikverkäufe? Anders kann ich es mir nicht erklären. Die Gewinne nach der Zinssenkung sind alle schon wieder verflogen.Wie geht es weiter??????????

[Forsyth]

klako,

mich interressiert dieser "englische Scheiß"
ich bin dankbar über jede info, die ich bekommen kann.
ich kann dir nur empfehlen, threads, die dich nicht interessieren zu meiden und uns nicht weiter mit deinen beschimpfungen und schmähungen zu belästigen.
ansonsten kannst du deine meinung hier gerne kund tun.

gruß Forsyth

[Softliner]

Mensch Kloako,

Du gehst mir mit Deinen notorischen Querulantenpostings langsam auf den Wecker!

Wenn Du der Überzeugung bist, dass hier nur "englischer Scheiß präsentiert" wird, dann stell doch ganz einfach deutschsprachige Infos über Commerce One hier rein.
Aber ausser kindischen Quengeleien, ist so gut wie nichts lesenswertes von Dir zu sehen.

Oder noch besser: Bleib dem Board doch ganz einfach fern - Dir und uns zuliebe.

Und zum Schluss: Wenn Du des Englischen nicht mächtig bist, dann ist das einzig und allein DEIN Problem.

Es gibt genügend Leute hier im Board, die für jede Info über Commerce One - ob in englisch oder in deutsch - dankbar sind.

Ohne Gruss

Softliner

[Forsyth]

somart,

was erwartest du eigentlich von commerce one bei einem sehr negativen umfeld.
nenn mir doch mal bitte einen einzelwert, der sich gegen die nasdaq in der vergangenen zeit gestellt hat und gestiegen ist.

ansonsten empfehle ich dir Fondssparen. das ist ohne stress.

Gruß Forsyth

[RolfBraun]

@Klako:

Cisco hat ein 2001er KGV von 100 bei einem Kurs von ca. 40 USD.
Rechnen kannst Du nicht?
Englisch kannst Du nicht?
Du jammerst dauernd ´rum!

Bist Du ein Ossi?

-Rolf-

[Atticus]

@kackklo

wie kommst du überhaupt dazu, hier die
Ansage zu machen und erwachsenen Menschen
vorzuschreiben, was und wie sie sich zu
artikulieren haben?

Etwas Selbstreflektion würde nicht
schaden: du bist hier weder der Master of Posting
noch besitzt du irgendeine Autorität,
die einen solchen Ton rechtfertigen würde.

Damit erzeugst du doch nur allgemeine Belustigung.

Übrigens würde ich mal dran denken, etwas
Taschengeld abzugeben, oder glaubst du, die
Flatrate ist umsonst?

Boardverbot - Huschhusch!

[RolfBraun]

Nein, ich habe nichts gegen Ossis!

@somart:

Gewinnwarnung? Quelle? Oder nur "Geschwätz"?

-Rolf-

[Eboerse]

Kurz etwas "OT" in diesem hervoragendem Thread.

Danke erst einmal an alle unermüdlichen "echten" Postern.

Die Spreu vom Weizen können alle unterscheiden und ich möchte an dieser Stelle alle- und "ausdrücklich" nur die echten Weggefährten und waren CMRC,ler recht herzlich grüßen!

Überzeugungsarbeit in diesem Sinne leiste ich nicht mehr.

Das einzige was es für mich zu sagen gibt,und daraufhin werde ich keinerlei Fragen beantworten,bei diesen Kursen werden Langfristanlagen wieder richtig interessant!

I hang on there friends.

Grüsse an euch echten und ich bleibe am Ball,


eboerse

[Forsyth]

05.01.2001
Commerce One spekulativ
Platow Brief


Die Aktie der Commerce One Incorporation (WKN 924107) eignet sich nach Ansicht der Börsenexperten vom Platow Brief lediglich für risikobewusste Anleger.

Licht und Schatten würden bei den News um den nordamerikanischen Konzern derzeit äußerst schnell wechseln. Nachdem der B2B-Spezialist vor kurzem erst den Handelsplatz Converge an den Konkurrenten VerticalNet verloren habe, hätte nun der Auftrag zum Bau eines großen elektronischen Marktplatzes für die Chemieindustrie gewonnen werden können.

Die Aktie suche derzeit nach ihrem Boden. Ein Einstieg sollte daher dem spekulativen Anleger vorbehalten bleiben, so das Platowteam.

[Eboerse]

In B2B sehe ich einen Wachstumsmotor!
Grüsse
eboerse

[Forsyth]

platowbrief ist ja echt lustig.
"Licht und Schatten würden bei den News um den nordamerikanischen Konzern derzeit äußerst schnell wechseln."
kenne bis jetzt viele gute news, aber nur eine schlechte, nämlich die vom verlust von ehitex.
eins macht mir doch sorgen, dass commerce one singapore angeblich 30 % seiner mitarbeiter entlassen will.(stand in einem anderen thread)
findet ihr das nicht bedenklich?

eboerse- schön dass du wieder zurück bist;-)
RolfBraun-was soll klako mit einem ossi gemeinsam?weil quengelig?

PS, ich bin aus dem osten?

Gruß Forsyth

[BMW-Fan]

@RolfBraun

Ich glaube nicht, daß mein Beitrag beleidigend geschrieben war, so wie es viele andere hier praktizieren. Aber ich habe das Gefühl, daß ein Großteil von Euch überempfindlich reagiert, wenn auch nur der "Hauch" eines Zweifels an CMRC auftaucht. Ihr macht einen ganz großen Fehler: ihr behandelt C1 wie ein rohes Ei u. für Euch ist es ein persönlicher Angriff, wenn man einmal leichte Zweifel andeutet. Stimmt es denn nicht, daß diese Aktie zur Zeit lieber fällt als steigt. Wenn Du das Gegenteil behauptest, dann lügst Du Dir doch selber in die Hosentasche. Im übrigen bin ich (immer noch!) in C1 investiert u. ich hoffe, daß Euere optimistischen Berechnungen u. Recherchen auch tatsächlich bald wahr werden. Die nächsten Zahlen werden es uns zeigen, ob hier richtig gerechnet wurde.

Gruß B-F

[serano]

Ich fürchte, wir sehen noch einstellige Kurse.

Börse ist grausam.

Selbst Firmen, die Gewinne machen, könnten bald unter ihrem Buchwert notieren. VectorVest sagt 6 $ Buchwert für cmrc, ihr erinnert euch, vor ein paar Tagen gepostet. Ob das noch eintritt?

Alles wird billiger.
Wer den M. Mross vor ein paar Tagen gelesen hat, weiß, wie die Stimmung umgeschlagen hat.
Von Kosto weiß ich, daß man in einer solchen Lage am besten einfach nur Cash hält.

Niemand weiß was, kommt, ich ahne nur, daß es erst mal nicht aufwärts geht, auch wenn die Zinsen weiter fallen solllten, was sie ja tun. Sie nehmen gerade die kommende Zinssenkung der Fed vorweg. Nur Anleihen steigen.

Alles keine guten Zeichen.

serano, der noch nicht einmal mehr tradet, zu riskant.

[4604]

Na ja serano

gehe davon aus das der 15er Support halten wird,wenn nicht dann wirst
Du recht bekommen mit den einstelligen Kursen.

Der 15er Support wird nur geknackt werden wenn ne ultranegativmeldung rauskommen sollte
od. die Nasdaq noch komplett kolabiert.

Ich sage der 15er wird halten.

Gehe auch von guten Q-Zahlen aus (nur meine Meinung)

4604

[Dimmu]

laßt uns einstellige Kurse wünschen, denn an der Börse tritt zumeist das Gegenteil seiner Wünsche ein - Quartalszahlen sind kursirrelevant

[AndyBusch]

Hallo

@Klatko: Nicht die Contenance verlieren .

1. Das ist für keinen von uns angenehm. Heute trifft den sell-off die ganze Breite der Wachstumswerte, auch eine bisher stabile BEAS oder SEBL, ganz zu schweigen von I2 und ARBA oder auch eine NTAP, oder Gentechs wie HGSI, CRA, ....

Bei SEBL bin ich nicht so überrascht, da der MAX-PAIN-Wert für Jan. bei 55 liegt.
Der MAX-PAIN-Wert für Feb. bei SEBL ist übrigens 75 !
Der chart hat m.E. ein rouding top gebildet, so dass man die Entwicklung von SEBL genau verfolgen muss.
Könnte trotzdem eine interessante Spekulation sein.

Bei den Gen-/biotechs bin ich aufgrund der Metriken sowieso nicht überrascht.

Zu einer long-position würde ich noch ein oder mehrere Trading-Positionen aufbauen. Ich habe z.B. meine C1-Trading-Position heute verkauft (als ich die 50000-Order auf island gesehen habe, bin ich kurz darauf auch eingestiegen; das waren ca 25 % Gewinn in ein paar Tagen. Allerdings in der Gesamtbilanz noch ein weiter Weg zum break even).

Dieser volatile Markt funktioniert so, dass alle nach 10-25 % Gewinn zum Rennen anfangen, um ihre Gewinne "einzusacken".

Bei C1 liegt der MAX-PAIN-Wert für Jan. immerhin bei $ 40. !!! Wenn die Zahlen von ARBA nächste Woche nur halbwegs auf der Zielgeraden liegen, könnte es einen kräftigen Kursanstieg geben (der MAX-PAIN für ARBA liegt bei 75 !!).

40 für C1 ist m.E. illusorisch, aber um die "PAIN" für die Emittenten zu verringern, könnten sie doch versuchen, den Kurs hochzuziehen, vielleicht in die Region von 25-30 ???
Also kaufe ich am Montag die gleiche Menge C1-Aktien, die ich heute verkauft habe. Den Gewinn aus dem letzten Trade lasse ich liegen, um Cash anzuhäufen.

Ist zugegebenermassen hochspekulativ und hat auch nichts mit investieren im eigentlichen Sinne zu tun, empfehle ich auch nicht zur Nachahmung!!!
Aber andere Märkte verlangen auch andere Strategien.
Wenn die Zahlen von ARBA aber schlecht werden, ...schrecklich ... (besser nicht dran denken), dann heißt es wohl "aussitzen". Ich habe aber wenig Sorge, dass der Kurs von < 20 Euro am Montag in diesem Jahr nicht irgendwann deutlich ge-toppt wird.

Solche "Zocks" mache ich nur mit Spielgeld !!!. Und 2 x ist mir die trading-range bei C1 auch schon weggebrochen. Einmal wegen des down-grades von R. Williams, das andere mal wegen eHitex, und natürlich wegen des brutalen bear-Markts.

2. Es gibt aber noch einen Punkt der mich als Mittel/Langfrist-Investor etwas optimistisch macht:

"NEVER FIGHT THE FED"

Das Alltime-High im letzten Frühjahr hatten wir ja nachdem die FED mit dem Zinserhöhungs-Zyklus begonnen hatte. Im Nachhinein muss man feststellen, dass praktisch alle die Durchschlagskraft für die Wirtschaft unterschätzt hatten, auch eine Abby Cohen oder ein J.Jubac um nur einige weinige zu nennen.

Wenn wir das auf die jetzige Situation nur mit umgekehrten Vorzeichen übertragen, dann könnte das heißen, dass wir möglicherweise die Tiefs noch nicht gesehen haben, aber dass das "rettende Ufer" nah ist. Niemand kann mir erzählen, dass die FED nicht auch auf die Aktienmärkte schielt.

Würde mich sehr wundern wenn wir einen steigenden Nasdaq nicht outperformen (siehe den 25 % Kursanstieg diese Woche)
-----------------------------------------------
Die Einschätzung von Mross (NAZ 1000, NEMAX 1000 [beim NEMAX würd ich das nicht ausschließen nach dem EMTV-, ISHP- und vielen anderen Desastern?], die in den letzten Tagen des Öfteren zitiert wurde, teile ich deswegen überhaupt nicht. Die Marktpsychologie ist eindeutig bearish. Wenn Mross behauptet, dass die Markt-Psychologie bullish ist, dann hat er die letzten 2 Monate in der Wüste, oder im austalischen Outback gelebt. Er "falsifiziert" sich ja mit seinem Pssimismus quasi selbst. Mross ist letztlich auch ein Opportunist. Vor einem Jahr wäre m.E. sein Arikel vom Timing her besser gewesen. Na ja. Warten wirs ab.
-----------------------------------------------

grüße Andy
p.s. wieder mal einen grottenschlechten Tag schöngeredet

[Forsyth]

mal was relativ negatives.was haltet ihr davon?

Aus der FTD vom 4.1.2001

Anbieter von Online-Marktplätzen suchen noch nach tragfähigen Geschäftsmodellen
Von Joachim Zepelin, San Francisco

Vor einem Jahr gab es unter den Wagniskapital-Unternehmen und den Investoren des Silicon Valley nur ein Thema: Business-to-Business (B2B), der elektronische Handel zwischen Unternehmen über das Internet, sollte die Wirtschaft revolutionieren.

Fieberhaft wurden immer neue Online-Marktplätze gegründet. Die Aktien der Programmierer solcher Handelsplattformen schossen hoch. Im Frühjahr flaute die Begeisterung ab.

Die B2B-Anbieter gehörten beim Kurssturz am Jahresanfang zu den größten Verlierern. Erst die überraschende Zinssenkung in den USA sorgte wieder für einen Kurssprung nach oben - den Kursverlust der vergangenen Tage konnte nicht einmal die drastische Maßnahme der US-Zentralbank korrigieren; an den fundamentalen Problemen der Branche ändert der Aufschwung nichts.

Die Aktien von i2 Technologies, dem Marktführer bei Software zur Steuerung ganzer Ketten von Lieferanten, stiegen zwar gestern abrupt von unter 36 $ auf mehr als 50 $. Allerdings ist i2 damit noch immer weit vom Höchststand von knapp 112 $ aus dem März 2000 entfernt. Noch härter traf es Ariba, vor einem Jahr noch eines der erfolgreichsten Nasdaq-Unternehmen. Ariba hat sich auf Software für Online-Marktplätze spezialisiert. Die Aktien der Programmierer aus dem Silicon Valley sanken über den Jahreswechsel um 11,5 $ auf 42,1 $ und lagen damit gestern zu Handelsbeginn um rund 55 Prozent unter ihrem Stand von vor einem Jahr. Bis gegen Mittag setzte sich der Absturz um rund 5,5 $ auf 35,5 $ fort. Erst gegen Abend sorgte die Entscheidung der Fed für eine Erholung. Der Kurs stieg auf rund 45 $ - immer noch weit unter dem 52-Wochen-Hoch von über 183 $.

Die Software-Firmen leiden vor allem unter den skeptischen Urteilen über die Zukunft von Online-Marktplätzen. Beobachter sind sich einig darüber, dass sich die Ende 2000 begonnene Kette der nach kurzer Lebenszeit wieder eingegangenen Handelsplätze im Internet in diesem Jahr deutlich verlängern wird. Viele dieser Neugründungen stoßen bisher auf wenig Akzeptanz in ihrer Branche. Viele sind darüber hinaus noch damit beschäftigt, ein tragfähiges Geschäftsmodell zu entwickeln. So wollen sich etwa der Chemie-Marktplatz Ventro oder der Stahl-Exchange E-Steel zunehmend selbst zu Technologie-Anbietern wandeln, die ihren Kunden auf die jeweilige Branche zugeschnittene Software-Lösungen verkaufen. Ventro hat darüber hinaus mit Chemdex und Promedix bereits zwei Spezial-Marktplätze für Life-Science- und Medizinprodukte geschlossen, um sich stärker auf etablierte Unternehmen konzentrieren zu können.

Auch die von Branchenriesen eingerichteten Handelsplattformen, wie etwa das von Ford, General Motors und DaimlerChrysler gestützte Unternehmen Covisint, kämpfen noch mit Gründungswehen. Meist fehlt ein schlagkräftiges Management, Wettbewerbsprobleme unter den Teilnehmern sind ungeklärt, und die Wettbewerbshüter haben diese möglicherweise einmal machtvollen Einkaufsgenossenschaften fest im Visier.

Der Markt für die Anbieter von Marktplatz-Software scheint enger zu werden. Vor allem die Anbieter reiner Online-Exchanges wie Ariba, Freemarkets oder Commerce One stehen vor unsicheren Geschäftsaussichten. Sicher ist allerdings, dass sich Unternehmen zunehmend mit ihren Zulieferern und Kunden vernetzen werden. Davon wollen Anbieter von vernetzten Wertschöpfungsketten wie etwa i2 profitieren.


Gruß Forsyth

[Trademen]

@AndyBusch:

Sehr schöner Beitrag von Dir, vieles sehe ich genauso wie Du, letztlich herrscht extreme Unsicherheit, die wird noch eine Weile andauern.

Erklär mir mal bitte was Max-Pain und die Kurse bedeuten ?.

Danke im voraus.

[AndyBusch]

Hallo trademen
Ich zitiere hier Kostolany4 der die Frage schon in einem anderen C1-thread m.E. ganz anschaulich beschrieben hat:

-------------------------------------------------------
Maximum Pain Wert:
Es ist der Kurs, bei dem den Optionsschein-Inhabern die größten Verluste und den Emittenten die größten Gewinne entstehen. Für PPRO-Januar beträgt der MP=20.
MP Werte sind aber nur grobe Hinweise. Hat sich fundamental etwas geändert, nähert sich der MP dem Kurs und nicht umgekehrt.
-------------------------------------------------------

Also wenn ARBA nächste Woche schlechte Zahlen bringen sollten, können wir den MAX-PAIN-Wert sowohl für ARBA als auch C1 in den Müll werfen.
Dann wird das auch alle B2B-Werte nach unten ziehen ob I2, PPRO, C1, ...auch eine BEAS oder SEBL, wie wir an Intershop gesehen haben. ("Sippenhaft" schöne Formulierung von dem bereits erwähnten kostolany4)

Bei C1 wäre m.E. ein Umsatz von 170 Mrd.angesichts der schwächelnden US-Wirtschaft extrem gut.
Allerdings werden die Analysten diesmal (so ändern sich die Zeiten) auch kritischer auf den operativen Verlust (Gewinn wirds wohl noch nicht sein) ein Auge werfen.

Es liegen jedenfalls 2 interessante Wochen vor uns. So oder so .

grüße Andy

[SteffenP]

Is i2 a Rule Breaker?

Today we complete our Break Down of i2 Technologies. The recent Nasdaq slide has produced a buying opportunity that is aligned with our newly proposed "10x5y" Breaker criterion. i2 has developed its intelligent software over 12 years, on the front lines of real business problem solving. Combine this with i2`s current market leadership, the heavy customer switching costs found in most corporate software markets, and the practical value of i2`s solutions in hard times, and you get a hearty sustainable advantage. It may not be a classic Breaker, but i2 merits a careful look.


By Paul Commins (TMF Buster)
January 5, 2001


Yesterday, we introduced supply chain software champ i2 Technologies (Nasdaq: ITWO) as a potential Rule Breaker. Today we finish the job.

Asset-light new-economy business models are ideal for negotiating rapid technological change. Moreover, when it comes to economic turbulence, a high ratio of revenues to assets -- especially inventory assets -- is also an advantage. This is the theme of yesterday`s Thread One on the recent economic slowdown. It led to an argument for supply chain planning as an important, emerging industry, in alignment with Rule Breaker criterion number one. Today we pick up with the promised Thread Two.

Thread Two: 10x/5y
As always, our Breaker team is more interested in Rule Breaking business models than in the stock market, so we`ll probably never talk about stock price enough to make our critics happy. Recently, though, we have been kicking around a new Rule Breaker criterion based on stock market value, our open admission that price does indeed matter.

We call it "10x/5y" to emphasize that we`re looking for huge market potential (10-fold growth in five years) to offset our risky stock picking. This opens up a whole new channel of discussion, one that hasn`t been available in the Rule Breaker principles to date. Yes, folks, we`re ready to talk a little about buying opportunities in the Breaker space.

When we made our last portfolio buy, in September of last year, we strongly considered business procurement software leader Ariba (Nasdaq: ARBA), which was then priced above $30 billion in total market capitalization. There was general Breaker team agreement on Ariba`s Rule Breaking qualities, but imagining Ariba with a 2005 market cap north of $300 billion -- beyond even the current value of Microsoft (Nasdaq: MSFT) -- dulled our appetite. The same scenario would have applied to i2, had it been on our final list, as it was also valued beyond $30 billion at the time.

Putting these Breaker candidates through the 10x/5y wringer today, though, after the Nasdaq crash, yields "just" $100 billion and $200 billion five-year potential market value requirements for Ariba and i2, respectively. Admittedly, these are still very ambitious projections (always the case for Breakers), but they now appear to be in the realm of possibility.

To be clear, these two companies are no more or less Rule Breaker candidates than they were in September, at least as I interpret the Breaker criteria and subsequent business developments. According to the proposed 10x/5y metric, however, both have moved a lot closer to attractive Breaker investment opportunities. So why talk about i2 this week, instead of covering Ariba again?

Well, first, we covered Ariba pretty thoroughly in August, and not much has changed since then. Second, I emphasize that we never make recommendations here at Fool.com, so please don`t consider any article to be an endorsement of one stock over another. We`re just thinking out loud in hopes of kicking off productive conversations. The sudden downturn in the economy has just piqued a renewed interest in i2. It is well positioned to attack inventory hurdles posed by the recent slowdown in consumer demand, and it has greater revenue ballast, both current and potential, for sustaining the kind of hard times that could cripple a younger business.

In this spirit, let`s then complete the i2 Breaker Break Down...

Top dog and first-mover in an important, emerging industry
We covered the importance of the supply chain software industry, as a whole, yesterday, so let`s focus here on i2`s position within the industry. Chief competitors are Manugistics (Nasdaq: MANU), a company with a similar background to i2, and SAP (NYSE: SAP), the German software giant that leads in the much broader back-office corporate software market.

Starting with Manugistics, I`ll be up-front. I don`t really know this company as well as I`d like to. Its recent business results have been impressive (although with a little controversy regarding its balance sheet) and it`s been in the supply chain software business for a long time. But it`s hard to call it top dog and first-mover with total revenues (for trailing 12 months) of just $222 million, versus $923 million for i2. Granted, a good chunk of i2`s 81% year-over-year growth in annual revenue (versus 49% for Manugistics) has come from new business expansion, while Manugistics has focused on core supply chain offerings. But, even a year ago, when i2 was more focused, it was generating three times Manugistics` total revenues.

With SAP, the problem certainly isn`t lack of stature. This is a true software giant. You have to ask yourself, then, why such a giant would choose to partner with upstart business-to-business (B2B) exchange builder Commerce One (Nasdaq: CMRC)? With such an enormous installed base of clients, why can`t SAP sell its software to the growing ranks of B2B participants on its own, instead of sharing revenues with Commerce One?

Sustainable advantage
In i2`s business, pricing power is entirely driven by bottom-line savings delivered. In the corporate software world, this makes supply chain planning a true rarity -- a software expense that can be easily measured against the savings it generates. Successful planning algorithms are a combination of fundamental ideas and iterative optimization through experience. It`s possible that a newcomer could steal i2`s ideas, but unlikely that it could duplicate its experience quickly enough to produce algorithms of equivalent precision. When this intelligence advantage is added to the traditional switching-cost moat enjoyed by complex software providers, it`s hard to imagine i2 getting knocked off the top of the supply-chain hill.

Relative strength > 90
Thursday`s Investor`s Business Daily (IBD) stock tables show a 12-month relative strength of 37 for i2. IDB`s formula weights recent history more heavily, which explains this low value relative to the 12-month value of 70 posted on MSN`s Money Central. These values are well below the Breaker requirement of 90-plus. i2`s stock has gained only 10% over the past 12 months. In comparison, Ariba, which is down 50% since last January 3, sports a relative strength of just 16 by IBD and 29 according to MSN.

Consumer brand and "overvalued" status
i2 falls down on consumer brand, as do most corporate software providers. As for the financial media calling it overvalued, the folks who would champion such claims are too giddy and self-satisfied these days, and too busy saying "I told you so" to bother with such pronouncements.

Good management and smart backing
Twelve years ago, CEO Sanjiv Sidhu and partner Ken Sharma had the vision to see the business Rule Breaking value in their supply chain planning algorithms. Slowly but surely, they have built a highly profitable company that will soon top $1 billion in annual sales. Sidhu is highly regarded in the software world for both his technical and business smarts. We Fools particularly like his hype-free, even-handed approach to dealing with Wall Street analysts and his clear focus on business results over stock price movements.

Summary
First, in the interest of full disclosure, I`ll highlight the fact that I own shares of i2 stock. Given this fact, I`ll steer clear of a strong conclusion on i2`s Breaker status.

What`s clear is that i2 is not a classic Rule Breaker. It`s been around for an eternity, in Breaker years, and it doesn`t sport the contrarian hubris that we like so much. It also fails to clear the relative strength, consumer brand, and "overvalued" hurdles. But it`s a very solid company with well-protected profit margins that is poised to grow immensely in an industry that -- while it has always been important -- suddenly seems fundamental to the authentic new economy. At least that`s how one guy sees it. Let us all know how you see it on our Breaker Companies board.

[SteffenP]

Seven strategies for coping with market corrections
By Pip Coburn
Redherring.com, January 05, 2001



This article appears in the January 2, 2001, issue of Red Herring magazine.

Typically, we see one or two market corrections in any given year. In 2000, however, there were three, including the two most vicious tech crises of the past decade. What`s going on around here?

The short answer includes factors like the end of the Internet bubble and the related drop in the public market venture capital game; fears of an interest rate overshoot; high valuations; and fundamental concerns surrounding key drivers like PC, wireless, and carrier spending. Yet those four factors only provide insight into why volatility is occurring. The more important question is: what should we do about it?

Each of the past seven Nasdaq corrections lasted an average of 49 days, so it seems to take the Street about a month and a half to shake the soot out of its psyche after any type of explosion. In the middle of a market blowup it`s often hard to keep in mind that the correction will likely pass. Still, what`s important during those 49 days (or so) is to determine what stocks we want to own in order to drive performance when the correction passes.

SETTING YOUR COMPASS
How can you get your bearings in a market that`s making your ears ring and has smoke clouding the horizon? Start by taking a deep, cleansing breath (a really deep one is necessary sometimes) and returning to a core philosophy and process.

What`s the appropriate philosophy? Start with the idea that technology is nothing other than change. In the 1920s, the cutting edge of technology could have been represented by the radio. In the `70s, it was the Apollo rockets. Neither one even remotely embodies the idea of technology today. Why? Because when the pace of change slows in a segment, we kick it out of the category. Change is the core ingredient of the technology recipe.

It`s important, too, to have a perspective on the pace of change. Popular wisdom suggests that within a two-year time frame, the market has a tendency to overestimate the pace of change, while on a ten-year time line, the market has a tendency to massively underestimate the possibilities. In 1943, for instance, IBM (NYSE: IBM)`s own Thomas Watson claimed that the world market for computers might be as high as five. Smart investors look for inflection points where overestimation turns to underestimation.

A key premise of this approach is the understanding that it`s extremely difficult to accurately forecast near-term earnings. As a group, Wall Street is horrible at it. During 1999, for example, 52 percent of technology companies failed to generate actual earnings that were within 20 percent (plus or minus) of the initial estimates. In other words, if the earnings estimate was for $1, the odds were more than half that the actual results would be either greater than $1.20 or lower than 80 cents. Wall Street isn`t estimating earnings -- it`s guessing earnings. The ultimate objective, then, is to decide what drivers will cause earnings to be far higher (or lower) than the market guesses.

That`s the end of philosophy class. Now on to the five-step process. The first step is to review the major themes in technology and try to decide what will drive performance for the next decade. Next, one must work to identify the emerging technologies that will further the long-term themes, but specifically drive fundamentals over the next 12 to 18 months. Third, you`ve got to monitor about a gazillion data points (no one said this would be easy) to see if the investment theories developed are actually coming through. Fourth, isolate those technology sectors that the process suggests will be positively affected. Finally, try to choose for serious consideration those stocks the compass points toward.

LUCKY SEVEN
In periods of correction, be they 4 days or 49, the market eventually shakes off the stupor generated by wobbly near-term fundamentals, remembers the long-term themes, finds a psychological bottom, and reconnects with key industry leaders benefiting from the change. The following are UBS Warburg`s "Magnificent Seven" long-term themes that investors can consider when creating a portfolio that could successfully come out of the latest correction.

Theme 1: Globalization. Globalization is everywhere. The pace of global competition is allowing key technology category killers to extend into new markets at an accelerating pace. We also see companies developing global capabilities in order to facilitate the wars of others. The compass points toward Cisco Systems (Nasdaq: CSCO) and EMC (NYSE: EMC) for extensibility and Flextronics (Nasdaq: FLEX) and Infosys Technologies (Nasdaq: INFY) as facilitators through global manufacturing and software development.

Theme 2: User experience. Open-source proponent Eric Raymond has written that "computers are tools for human beings. Ultimately, therefore, the challenges of designing hardware and software must come back to designing for human beings -- all human beings." We think this theme points the compass toward companies like Nokia (NYSE: NOK) and Sony (NYSE: SNE), which are both actively engaged in making technology usable.

Theme 3: IT is the enterprise. The most successful organizations during the next five years likely will be recognized for learning early on that the most significant performance hurdle toward attaining their goals was the successful integration of IT into every aspect of the business. A number of technology companies will aid in the painful cultural transformation ahead. The compass points to leading software players like i2 Technologies (Nasdaq: ITWO), Veritas Software (Nasdaq: VRTS), and Tibco Software (Nasdaq: TIBX).

Theme 4: Outsourcing. In the early `90s, many tech gurus preached the wonders of the virtual world. Geoffrey Moore, managing director of the Chasm Group, a business strategy consulting firm, recently continued the momentum. A majority of his book, Living on the Fault Line: Managing for Shareholder Value in the Age of the Internet (Harperbusiness, 2000), harps on outsourcing. Contract manufacturers, including Celestica (NYSE: CLS) and Jabil Circuit (NYSE: JBL), have benefited from the dramatic change in how companies think. Foundry leaders, like Taiwan Semiconductor (NYSE: TSM) and United Microelectronics (NYSE: UMC), help by separating chip production from design and marketing. PMC-Sierra (Nasdaq: PMCS) benefits because its clients are now looking to outsource significant chip design.

Theme 5: Mobility. Uh, duh. We see a rocketing desire at the user level for myriad forms of enhanced mobility -- or, as some term it quite nicely, though inadequately, ubiquitous computing. Here the compass points toward wireless infrastructure players like Powerwave Technologies (Nasdaq: PWAV) and Nortel Networks (NYSE: NT), as well as home networker Proxim (Nasdaq: PROX).

Theme 6: Rotating network bottlenecks. Ever think that society should simply build its network backbone fully, once and for all, and then provide acceptable access to our 6-billion populace and follow up with millions of compatible applications? Sounds nice and linear, right? Forget it. Instead, we`re necessarily stuck with a never-ending series of rotating network bottlenecks, with all participants acting in parallel and attempting to determine how to invest the right dollar at the right time. Here, the compass points toward companies like JDS Uniphase (Nasdaq: JDSU), Juniper Networks (Nasdaq: JNPR), and Scientific-Atlanta (NYSE: SFA).

Theme 7: The Internet, or "the global cultural revolution." The Internet is not about technology. It`s an agent of behavioral change. To that extent, we look for companies facilitating this change that are cognizant of just how difficult it is to alter behavior. Here, we think the compass points toward the likes of America Online (NYSE: AOL), Ariba (Nasdaq: ARBA), and Commerce One (Nasdaq: CMRC).

Pip Coburn is the global technology strategist with UBS Warburg. He directs more than 150 people in technology and telecommunications research.

Discuss stock market trends in our Market Watch forum, or check out forums, video, and events at the Discussions home page.


http://www.redherring.com/investor/2001/0105/inv-mag-89-tact…

[DimStar]

B2B infrastructure spending booms
By iTnews staff
Friday, January 05, 2001

Infrastructure services for B2B exchanges will become an increasingly lucrative market for e-business solution providers during the next few years, reaching more than US$80 billion by 2005, according to a new report released by Jupiter Research.

The Jupiter report says infrastructure spending on the B2B Internet market in the US alone will grow from US$2.1 billion in 2000 to US$80.9 billion by 2005. The report also says private Internet marketplaces will drive the bulk of future IT spending.

"The shift towards Net markets by many brick-and-mortar businesses brings to light many significant back-end integration issues," said Marc Harrison, research director of Jupiter`s custom strategy and research group, in a statement.

"This translates to huge revenue opportunities for technology and services enablers, something we will see even more of as these marketplaces reach the next level of maturity."

While Web services companies found initial success creating software packages to power marketplaces, today`s exchanges require a new kind of functionality. The report identifies three phases of development common for all markets: buy-side aggregation, real-time availability and value-added transactions.

"During an economic slowdown, businesses look to increase efficiency through shortened product development cycles, collaboration and lowered product costs through better planning," Harrison said.

"Net markets provide businesses the vehicle to create these efficiencies by forming closer, more realistic relationships with their trading partners."

Jupiter`s report is based on 80 interviews with IT and exchange executives. It also includes results of an executive survey of 90 markets.

http://www.itnews.com.au/story.cfm?ID=5203

B2B-Infrastrukturausgaben von 2,1 Mrd $ auf 80,9 Mrd $ in den USA, macht ein jährliches Wachstum von über 100 %. C1 Strong Buy.

[Eboerse]

From The Engineer, 04 January 2001, in Automotive

Japan`s big four may join Covisint online exchange
Four Japanese car manufacturers could be poised to join the Covisint global automotive online exchange, according to industry sources in Asia.
Reports in the Japanese business press suggest that Toyota, Mazda, Honda and Mitsubishi Motors will all get involved in the e-marketplace early this year.Denso, a parts manufacturer affiliated to Toyota, is also tipped to join.
Their involvement would be a major boost to Covisint, which already boasts the potential $300bn annual buying power of its founders — Ford, General Motors and DaimlerChrysler — along with early participant Renault/Nissan.
Ford owns 33% of Mazda, and DaimlerChrysler recently purchased a similar stake in Mitsubishi Motors, making it particularly likely that they will join Covisint.
Adding the four companies to the exchange would position Covisint as the central online procurement hub for most of the major manufacturers in both the US and Japan.
European-owned firms have generally been more reluctant to commit to Covisint. VW is currently working with e-business specialist i2 Technologies to develop its own online supplier marketplace, and wants to create a European-focused web-trading standard for the automotive industry.
Covisint recently announced its own key technology partnerships with Oracle and Commerce One.
It hopes to appoint a permanent chief executive and set up offices in Europe and Asia soon




Health products maker Becton, Dickinson chooses Commerce One


Commerce One Inc. said today health products maker Becton, Dickinson and Co. (BD) has chosen its e-marketplace technology to automate purchasing of certain goods and to enable two-way, real-time interaction with its suppliers.

Commerce One`s technology is expected to streamline BD`s purchasing process for indirect goods (those not used in the production of goods), reduce operational costs and support strategic sourcing initiatives with preferred suppliers.

BD manufactures and sells a range of supplies, devices and systems for use by health professionals, medical research institutions, industry and the general public.

David Malpiedi, vice president of procurement for BD, said the company is using Commerce One`s e-procurement technologies and connecting to the Commerce One.net e-marketplace to access on-line supplier catalogs and submit orders for indirect products and services.

1/5/2001

[Trademen]

@AndyBusch:

Danke, hab ich verstanden, wo kann man dem Max-Pain Kurs ersehen ? (Link).

Danke


Ich denke nicht, dass die Zahlen schlecht werden, hoffe ich zumindest.

[RolfBraun]

@BMW-Fan:

Ich fühle mich nicht angegriffen von Dir, wer meine Postings länger verfolgt, weiß daß mir eine kritische Einstellung immer lieber ist als blinde Euphorie.

Ich fand´ es nur bedauerlich, daß Du Dich an solche Schreihälse wie "Klako" ´drangehängt hast.

@Forsyth:

Wie ich sagte: Ich habe nichts gegen Ossis!

@AndyBusch:

Eine wirklich gelungene Zusammenfassung. Trifft auch so ziemlich meine Gedankengänge.

-Rolf-

[gooodi]

hallo,

folgender artikel bezieht sich auf ariba. er ist vom 29.12.00. ich stelle ihn rein, weil aribas zahlen wichtig für den ganzen b2bsektor sein werden. vielleicht kann ihn wieder kurz jemand kommentieren. ich lese raus, daß aribas wachstum schwer einzuschätzen ist, aber es sich wohl 2001 im grünen bereich bewegt. obwohl es mir unterschwellig vorkommt, daß ariba die kosten nicht ganz im griff hat.

also, vielleicht kann das mal jemand mit mehr sach und englischkenntnissen etwas kommentieren:


Friday, December 29, 2001

Ariba’s 10-K annual report, filed today with the Securities and Exchange Commission, shows substantial revenue gains and a net loss of $4.10 per share.
Revenues, which came from licensing and maintenance/service fees grew at 643 percent and 331 percent respectively, with no one customer accounting for 10 percent of revenues. Total revenues were $279 million, an increase of more than 500 percent over FY1999.

As of September 30, Ariba reported an accumulated deficit of $837.7 million. The company says it will “continue to invest heavily in sales, marketing, research and development and to a lesser extent, support infrastructure.” To that end, the company expects “to incur substantial operating losses for the foreseeable future.” For the fiscal year ended September 30, net loss was $793 million, or $4.10 per share.

The filing included the results of TradingDynamics, Inc., Tradex Technologies, Inc., and SupplierMarket.com, which were acquired in 2000. The company also plans to add to its roster of more than 1,680 employees but warns that future expansion “will continue to challenge our ability to hire, manage and retain our employees.”

Ariba’s growth plans for 2001 are predicated on expanded sales and adoption of its procurement platform, an idea that has come into question by analysts who doubt the future revenue potential of licensing fees.

But Robertson Stephens Managing Director Eric Upin predicts that, while SCM and collaborative B2B may outstrip the long-term strategic importance of Ariba`s core expertise of indirect procurement, ``Indirect goods procurement is one of the key foundational pieces of B2B -- requiring a relatively modest outlay (with Ariba Buyer licenses in the $1-2 million range) and delivering a measurable ROI.``

Upin is quick to add that ``Ariba has still only captured the low-hanging fruit of the procurement market with penetration rates in the high single-digits and low teens.``

Will SCM giant i2, whose alliance with Ariba and IBM has been characterized by Upin and others as a marriage of necessity, squeeze Ariba in the year to come? Upin says there`s no scenario in which SCM will triumph at the expense of indirect procurement. ``We believe that with their respective competencies -- Ariba on the buy-side and i2 on the supply-side -- both companies are extremely well-positioned to grow into dominant multi-billion top-line companies, with or independent of each other.``

There are other factors which indicate that Ariba won`t necessarily slow down in 2001. Upin pointed out that predicting the size of the B2B applications market has been very difficult -- for example, Street estimates for Ariba`s FY`01 revenues have grown from $120 million to nearly $800 million -- and that Ariba itself may expand its expertise outside the indirect procurement space.

danke
mfg.goodi

[AndyBusch]

@Trademan
link zu MAX PAIN

//www.iqauto.com/cgi-bin/pain.pl

also für Jan:
Jan: 40
Feb: 25

funktioniert allerdings nicht immer! z.B. i.M. nicht für Februar. Das letzte mal wo ich Feb. ge-checkt hatte lag er bei nur 25 !.
Das kann sich aber im Verlaufe des Monats noch ändern.

ansonsten sollten wir den thread m.E. freihalten für Analysen und Gerüchte.

M.E. haben sie gestern wieder an der Nasdaq das Kind mit dem Bade ausgeschüttet. Wenn ich den von DimStar zitierten Artikel nehme,
Steigerung des Wachstum von 2.1 Mrd $ in 2000 bis zu > 80 Mrd. $ in 2005, dann sind doch die Aussichten alles andere als schlecht.
Im Moment gibt es auch keine Hinweise darauf, dass die B2B-Firmen ihre Zahlen nicht bringen.
Z.B. ARBA:
http://biz.yahoo.com/oo/010105/48154.html.
Im Idealfall erleben wir eine "schreckliche" Short-squeeze wie schon einmal vergangene Woche.

grüße Andy
happy trading

[SteffenP]

ON The Move: Analyst On Ariba: `We Feel Good About the Quarter`

http://biz.yahoo.com/oo/010105/48154.html

[BMW-Fan]

@RolfBraun

Von Meinungsäußerungen wie sie dieser Klako betreibt, distanziere ich mich. Ich bilde mir meine eigene Meinung u. hänge mich nicht an Meinungen anderer an. Es gibt zweierlei Arten von Kritik: sachliche u. unsachliche. Aber gerade Dich schätze ich schon als Menschen ein, der hier Unterschiede erkennt u. sachliche Kritiken akzeptiert o. in geeigneter Weise antwortet.
Was ich eigentlich mit meinen Postings meinte: man kann an den C1-Threads wunderbar die Stimmungslagen verfolgen. Das ist von Euphorie bis zur Depression alles vorhanden. Wie eben auch bei der Aktie selbst. Man soll sich aber bei Investitionen nicht zu sehr von Gefühlen leiten lassen. Entweder traue ich der Firma was zu oder nicht. Aber nicht mal so u. mal so. Daß derartige Zukunftsvisionen sogar bis zum Totalverlust führen können, das haben wir doch alle gewußt. Aus diesem Grund sollte man auch nur einen kleineren Betrag investieren. Wenn`s klappt, dann kannst Du 5000 % o. mehr gewinnen. Wenn nicht, dann kannst Du nur 100 % verlieren.

Servus

[Dimmu]

Wenn C1 von 100 auf 2 fällt habe ich 98% verloren und sie muß dann in der Tat 5000% steigen, damit ich wieder auf 100 bin - der Transaktionsverlust bleibt trotzdem;-)

[BMW-Fan]

@Dimmu

Sag ich doch!

[BMW-Fan]

@Dimmu

Sag ich doch!

[Eboerse]

BD To Leverage Commerce One E-Marketplace Solutions



Pleasanton, Calif., January 5, 2000 -- Commerce One, Inc. (NASDAQ: CMRC), the leader in global e-commerce solutions for business, today announced that Becton, Dickinson and Company (BD) has chosen Commerce One`s e-marketplace solutions to automate the purchasing of indirect goods (those not used in the production of goods) throughout the company and enable two-way, real-time interaction with its suppliers. The Commerce One solution is designed to streamline BD`s purchasing process, reduce operational costs and support strategic sourcing initiatives with preferred suppliers. BD is using Commerce One e-procurement capabilities and connecting to the Commerce One.net™ e-marketplace for exchanging goods and services among businesses worldwide.

BD associates can access on-line supplier catalogs and submit orders for products and services. In addition, BD will be able to consolidate its supplier base to better leverage preferred supplier contract pricing and eliminate expensive rogue purchases. By automating the procurement process, BD expects to increase operational efficiency across the company.

"In seeking to further streamline our purchasing processes, we realized we needed to provide associates with a tool that would better leverage our strategic sourcing relationships with preferred suppliers," said David Malpiedi, vice president of procurement, BD. "After evaluating several Internet procurement solutions, we found that only Commerce One offered a single source solution for our entire vision and direction, as well as a depth of development of the marketplace that is unique."

"By enabling companies like BD with our industry-leading procurement solutions, Commerce One is moving the world`s business commerce onto the World Wide Web," said Kevin Schick, vice president of product marketing at Commerce One.

[somart]

Versucht doch mal diese Postings auf deutsch zu übersetzen. Desweiteren läßt sich CMRC von Deutschland aus nicht pushen. Man kann die Aktie hier gut reden noch und noch, die Kurse werden einzig und allein in Amerika gemacht. Und dort werden sie wahrscheinlich noch weiter fallen. Ich habe auch den Fehler gemacht und immer wieder verbilligt. Ich befürchte dies kann man weitermachen bis man sie für ein paar Groschen kriegt. Seht es nicht falsch, ich möchte dies auch nicht, aber die Panikartigen Verkäufe scheinen nicht aufzuhören. Da wissen in Amerika bestimmt schon einige wie die nächsten Zahlen, oder was noch wichtiger ist, wie die Zukunftsaussichten für die nächsten Quartale aussehen. Mein Rat an alle, FINGER WEG oder für die, die sie schon haben AUGEN ZU UND DURCH.

[Eboerse]

E-Marketplace Leader Commerce One Announces Premier B2B Industry Event: eLink 2001, Berlin
FRIDAY, JANUARY 05, 2001 8:02 AM
- BusinessWire

PLEASANTON, Calif., Jan 5, 2001 (BUSINESS:CMRC), the leader in global e-commerce solutions for business, today announced the industry`s leading business-to-business (B2B) global e-commerce conference, eLink 2001 Berlin, "Borders Become Bridges." This B2B e-commerce event for procurement, IT, marketing and financial executives will take place February 19-21 at the International Congress Center in Berlin, Germany.

eLink 2001 Berlin will be hosted by Commerce One and co-sponsored by Accenture Cap Gemini Ernst & Young, Compaq, Intel Corp., Microsoft, PricewaterhouseCoopers and SAPMarkets. Media sponsors include Business Week and The Wall Street Journal Europe. eLink 2001 Berlin will offer attendees an opportunity to meet with industry leaders and share e-commerce insights with peers.

eLink 2001 Berlin will feature keynote addresses from industry leaders and visionaries, along with 30 conference sessions and more than 75 exhibits. The event will include topics ranging from building the foundation for global e-commerce to B2B e-marketplace adoption in Europe.

"In almost every major industrial sector and in every region in the world, the premier e-marketplace connecting the top industrial players is powered by Commerce One," said Robert Kimmitt, president and vice chairman of the board of Commerce One. "At eLink Berlin, Commerce One, along with our partners, intends to leverage our e-marketplace expertise and leadership to help attendees realize their e-business goals and move their commerce onto the World Wide Web."

Keynote Addresses
eLink 2001 Berlin keynote presenters will discuss why business-to-business e-commerce is driving the next evolution of business in Europe. Speakers will include Nicholas Negroponte, founder and director of the Massachusetts Institute of Technology`s Media Laboratory, author of Being Digital and a senior columnist for Wired , Robert Kimmitt, president and vice chairman of the board for Commerce One, and Hasso Plattner, founder and chief executive office of SAP AG.

Expanded Tracks Address Key Issues
eLink 2001 Berlin will feature 30 conference sessions presented in six tracks:

Conducting E-Business in a Global Economy will look beyond online
product catalogs to support the local language of the buyer,
global branding, effective local marketing, local and
international shipping, logistics, currency exchange, business
rules and taxes.

B2B Application and Services will address the rapid movement
toward broader markets using a full range of e-business services
to bring value to customers, build trading partner loyalty and
ensure that buyers and suppliers decrease procurement costs and
drive revenues.

Technology Survey focuses on the main issues, such as integration,
security and industry standards, that organizations must consider
when making technology decisions.

Optimizing Your Supply Chain examines how companies can transform
existing, linear supply chains and overlay a far more robust model
of parallel processes powered by e-marketplaces and the Global
Trading Web, creating a seamless collaborative environment.

Building Your E-Marketplace Using Proven Deployment Methods will
focus on understanding the deployment approach, best practices and
lessons learned from experts who have successfully built
e-marketplaces.

Supplier and Content Solutions will address best practices related
to driving supplier adoption, content management, and supplier
automation.

Exhibits

With more than 75 exhibitors, eLink 2001 Berlin will offer attendees the opportunity to see the products and services that are shaping global e-commerce. Attendees will have the opportunity to see demonstrations and meet the people behind the innovations shaping the future of B2B e-commerce.

In addition, several significant industry announcements will be made exclusively at the event.

For more information about the conference and how to register for eLink 2001 Berlin, go to: www.elinkconference.com.

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 SAP AG and 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, and can be reached by phone at 800/308-3838 or 925/520-6000 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 the eLink 2001 Berlin event and the anticipated benefits to the attendees, including an understanding of e-commerce and how it can transform business transactions, the opportunity to meet with industry leaders and share e-commerce insights with peers, and the presentation of the latest technologies, processes and solutions on how to build successful and targeted e-marketplaces. 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 unexpected unavailability of certain named speakers, the risk that the information and materials provided at eLink 2001 Berlin may not meet attendee expectations, fluctuations in operating results, general economic conditions, Commerce One`s ability to effectively manage future growth, to retain and efficiently integrate its executive management team and to identify, hire, train and retain skilled and talented individuals in a highly competitive 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 Dec. 31, 1999 and its quarterly report on Form 10-Q for the quarter ended Sept. 30, 2000.

[gooodi]

hier mal was auf deutsch. laßt es euch auf der zunge zergehen:

eine synopse (vergleichende nebeneinanderstellung) von forrester, goldman sachs, idc und morgan stanley zur entwicklung des über e-markets abgewickelten TRANSAKTIONSVOLUMENS ergibt folgende schätzung:

"im jahr 99 betrug das weltweite emarket volumen etwa 76 milliarden dollar. für 2003 wird ein weltweites emarket-volumen von 1800 milliarden dollar erwartet. über 900
milliarden entfallen dabei auf die usa. dies entspricht
(erst) etwa 6 prozent !!! des gesamten b2b volumens in der us wirtschaft.

aus dem riesigen transaktionsvolumen werden signifikante UMSÄTZE FÜR DIE BETREIBER der marktplätze entstehen.
bereits 2002 werden weltweit transaktionsgebühren und werbeeinnahmen von jeweils! über 10 milliarden dollar prognostiziert. hinzu kommen die umsätze der infrastrukturdienstleister in ebenfalls zweistelliger milliardenhöhe.

erstaunlich an allen internetprognosen ist, daß die schätzungen der ersten jahre sogar übertroffen wurden. man kann davon ausgehen, daß die angekündigten wachstumsmodelle auch eintreffen werden. das internet eröffnet ständig neue märkte und anwendungen, die das wachstum weiter nähren."

aus " e-markets b2b strategien im electronic commerce"
gablerverlag

zu beachten ist, daß diese wahnsinnzahlen erst 6 prozent des b2b volumens im b2b-kernland usa ausmachen !

mfg.goodi

[gooodi]

hier noch ein paar termine mit cmrc beteiligung, welche der
aktie gut tun könnten:

-Morgan Stanley Internet, Software Conference
Scottsdale, AZ 1/8/01 through 1/11/01
-Needham Growth Conference New York, NY 1/9/01 through 1/11/01
-4th Quarter Earnings Release 1/18/01
-BofA Tech Week San Francisco, CA 2/5/01 through 2/8/01
-Analyst Day 2/8/01
-Robertson Stephens Annual Tech Conf. 2/12/01
-eLink Berlin 2/19/01 through 2/21/01

mfg.goodi

[Eboerse]

Mark B Hoffman Interview in der Internetworld.
Man achte darauf wie sich Hoffman zu der Liquidität und ihrem Aktienkurs äußert.

http://www.internetworld.com/


January 1, 2001
The Internet World Interview

Mark Hoffman

By Ruhan Memishi

Mark Hoffman has a passion for cars and—judging by what he drives and the business that he’s in—a need for speed.

Around his birthday in November, the otherwise unassuming and no-nonsense chairman and CEO of Commerce One gave up his black Mercedes 600 SL and treated himself to a 420-horsepower 2000 Aston Martin DB7 convertible in British racing green. Only 100 to 200 of them are available in the United States.






Not that he needs us to say it, but the guy has earned it. Hoffman, 54, is largely responsible for putting B2B exchanges—not to mention his own Pleasanton, Calif.–based company—on corporate America’s radar screen in the fall of 1999, and he did it by landing General Motors as a customer.

Securing GM as a client was no small feat for Commerce One, which was still a relatively small player even though it had been around in some form since 1994. (It changed its name from DistriVision in 1997.) On top of that, the concept of an e-marketplace at that time was brand new and completely unproven—and in many ways still is.

GM’s investment, along with a separate investment announced by Ford on the same day, represented a major endorsement of the whole concept of exchanges by the automotive industry. Because the auto industry has served as an industrial-age model for how to buy components and parts and build products efficiently, that was all it took for the aerospace industry and other large manufacturing sectors to rush into the now-crowded e-marketplace space.

Since it began working with Commerce One, GM has gone on to team up with competitors Ford, DaimlerChrysler, Nissan, and Renault to form Covisint, a broader industry exchange. (It is holding on to its own internal TradeXchange, however, perhaps in order to hedge its bets.)

Hoffman earned a bachelor’s degree in engineering from the U.S. Military Academy at West Point and served six years in the army, which enabled him to learn about computing at a point in time when most universities weren’t able to provide such training. He also received an M.B.A. from the University of Arizona.

Related Stories:
“B2B Exchanges Survival Guide”
“Covisint’s Starts and Stops”
“Private Lessons”
“E-Marketplace Glossary”
“Building the Ariba Dynasty”
Hoffman is not new to building a company. Before joining Commerce One, he was chairman and CEO of Sybase, the database management company he helped to start in 1984.

Some say Hoffman paid too high a price to land the GM deal: He gave up 20 percent of his company to GM to beat out much larger competitors, including Ariba and Oracle, that had also been vying for the job. But clearly Hoffman has no regrets.

When we caught up with the retired army captain in late October, life was good. He was confident about Covisint’s future. His company had built a total of 107 public e-marketplaces, 47 of which were live. His dream of hooking up exchanges with other exchanges through Commerce One’s Global Trading Web was a reality. Profitability, which he predicts for 2001, was within reach. And he was driving a very cool car. (Even though it’s not a GM car, Aston Martin is indeed part of the Covisint family of cars, though we’re pretty sure that didn’t factor into Hoffman’s decision: Most people aren’t aware that Aston Martin is owned by Ford.)

We talked with Hoffman about the obstacles facing today’s exchanges and where all this B2B stuff is headed.

Internet World: B2B remains the hottest area of e-commerce investment and opportunity. Within that segment, e-marketplaces are certainly drawing the most attention. And depending on which analyst you talk to, the estimates as to how many exchanges are out there vary widely. Figures range from 600 to 1,600. Did you ever anticipate such huge numbers?

Mark Hoffman: We’ve always thought the number of exchanges was going to be very big and that there are going to be these distributed exchanges all over the world that are able to communicate together. So when we first began looking at exchanges, which was really last year when the exchanges started to explode, there were four areas that we saw exchange growth.

One was the regional exchanges, which are like our Global Trading Web partners. And there are obviously a limited number per country that you can have that’s a regional exchange. And then you have mega-verticals, which are the Covisints and the Exostars of the world. And there’s probably a fairly limited number of those that can get created—in the neighborhood of 30 to 50 mega-exchanges that get created. And then there are the Net market makers, which are exchanges focused at very specific verticals out in the marketplace. Gartner actually said there were going to be 10,000 of these kind of Net market makers that are created, so the number there is huge. The last exchange is the private exchange, and basically that’s an exchange that could be within every company, helping them to automate some of their business processes within the company and also between partners of that company.

So when you look at all of those exchanges, there is no question that there are going to be thousands of exchanges that get created around the world. The numbers are very large. And that’s why we’re seeing the demand in the marketplace today and the tremendous growth in this area.

IW: In addition to the public exchanges you are building, do you also do private exchanges?

MH: We do private exchanges also.

IW: There’s been a lot of talk recently about private networks, and some are saying we should look to them for some lessons on how to get the public e-marketplaces working on the right track. What do you think about that?

MH: Well, certainly that’s one way to do it. You can start to automate some of your own things. But what I think is going to happen is that you’re actually going to see kind of layers of these exchanges. So you may have a company with its own private exchange, but it’s participating in a mega-exchange or with a Net market maker. And some of the services that it has access to may be tied into a regional marketplace. So I think as we start to see these things develop, they’ll develop in all of these areas.

And this is one of the real powers of the Global Trading Web, which is this idea that these exchanges are going to be able to communicate with each other. So I don’t think you lock yourself in by starting with a private exchange or starting with a mega-exchange. As the market kind of rationalizes around these things, it allows you to go wherever you want and communicate wherever you want, over, in our case, the Global Trading Web.

IW: On the flip side of the issue of the proliferation of e-marketplaces, many industry observers are saying that up to 90 percent of them won’t be around in a couple of years. Some will merge with other exchanges, while others will just fail. So how do you think this shakeout will affect the marketplaces being built by Commerce One?

MH: I look at it differently. I’m just not a big fan of the notion that these are all going to consolidate down into a few exchanges. I think the market is going to be very distributed across all these different exchanges that get created. And what we see in the market today is not—well, any exchange could fail. And by the way, there will be failures for a variety of reasons: The people can’t execute, they don’t have the right business model, or whatever. But I think there’s going to be literally thousands and thousands and thousands of exchanges out there when this thing is all said and done. And so, yes, there will be ups and downs, and some consolidation, and failures and things like that, that go on. But I think the market’s building toward many different sites able to communicate with each other.

IW: Yet there are problems that are plaguing many of the public exchanges, including a lack of liquidity, which you’ve mentioned recently as an area Commerce One is working on. Clearly, there need to be enough people buying and selling to have a marketplace that behaves like a real market. So how are you dealing with that problem in the exchanges that you’re setting up?

MH: Well, we’re very early into almost all this. We have examples of transactions and stuff, but we don’t have examples of a great-running, profitable company that is a marketplace out there today. But we will. These are all startups, and so they have all the problems associated with them. They’ve got to get management teams put in place. They’ve got to get their organization. They’ve got to find buildings. They’ve got to get the equipment in and running and transacting. So they go through all the issues that a startup has in getting up and running. But I do now think that a lot of these exchanges are through that phase, or are getting through that phase, and that their next phase is really to drive liquidity. And we’re focused on liquidity. The marketplaces are focused on liquidity and driving to make that happen within each of these marketplaces.

So now, having said that, we’re early, but I’m very optimistic about the pace that these guys are going at, and believe that we’ll start to see substantial liquidity in these exchanges next year. Limited liquidity this year, but substantial liquidity next year.

IW: What other problems have you encountered in your own experience of putting these exchanges together?


MH: In the mega-exchanges, one of the first things we had to overcome was the government reviews that went on, which was the FTC [Federal Trade Commission] stepping in to say we want to see if these things are anticompetitive. So that is now, I believe, mostly overcome in this marketplace. And so these exchanges are now getting approval routinely through that process, which is a very big step forward.


IW: But they’re still going to be scrutinized by the FTC as they actually begin to do transactions.

MH: They will be scrutinized, but what the FTC is saying is that basically it believes that the existing body of law mostly—or not mostly—really covers the activities that will go on within these marketplaces, which is, I think, a very good statement for us and for everybody actually building market sites.

IW: What can be done to get these exchanges on the right track?

MH: I like the ones that people move quickly and aggressively on. Get a CEO in there and running this business, because it is going to be a very big business for these people, and then take an aggressive look at the marketplace and implementation. Because again, a lot of people are going to move in this area, and it’s going to be a competitive area.

And I think just like a startup where you want to move quickly so you don’t lose momentum, it’s no different with these companies. They need to be very aggressive about going after their marketplaces. You have to pick your space right. You may not want to go compete against Covisint. You could compete against some narrower portion of the supply chain, of the automotive supply chain. Or you can go compete in thousands of other areas where there is nobody established yet today.

IW: Why don’t you tell me about one of the exchanges that you’ve built that’s an example of how to do things right?

MH: One good example is Trade Alliance, which started out in Asia. And they started an exchange created by a company out of Indonesia and a Japanese company. They hired the guy who had started the British Telecom site, so they brought in a knowledgeable CEO right off the top. And he was able to move very quickly to put together the infrastructure, to bring together the partners, and start transacting within about 30 days of actually signing the contract with us. So they hired somebody quickly, they put him in charge, they were aggressive, and are aggressive about their plans on rolling this out. And I think it’s being very successful because of that.

IW: How does your recent acquisition of AppNet fit into your strategy?

MH: AppNet was important to us, because today we’ve got these 200 customers out there that we’re working with to bring up their systems. But at the same time, I only had about 250 professional services people to help them do that. And because we have a model that says when we trade value together, then we share in that model which is transaction fees, it’s very important for Commerce One to have people working within each of these areas and creating value. And so I was stretched very thin in doing that.

What I wanted to do was find a large professional services organization that could help me ramp up much quicker than I was able to do just by myself. So that led me to look around the marketplace. AppNet was the best partner that we could find out there. It’s also important in that it leads to our goal of getting liquidity within these exchanges by helping our customers get up and trading.

IW: Let’s talk about what you’ve done within the automotive industry. Landing the world’s largest corporation as a customer was obviously a huge coup for Commerce One. And it got you noticed in this crowded field of the Aribas, Oracles, and others. What has it meant for you in terms of actually driving business?

MH: I think this was a defining moment in the marketplace, because it was the first huge company making the decision to build a marketplace. But then, as they came together into Covisint, it was the creation of the first true mega-vertical, which was very important. And then you had Exostar and Trade-Ranger follow quickly behind that. But that was the one that got everybody’s attention and I think really helped everybody understand what a major role marketplaces were going to take, and that they were going to be supported by big Fortune 100 companies. So it was definitely a defining moment.

IW: After getting the green light from the FTC as well as the German equivalent of the FTC, Covisint had its first auction. Did it go smoothly?

MH: Let me put it this way: I haven’t heard any differently, and I suspect if it were not going well, I would know.

IW: So when do you actually plan to realize significant transaction fee revenue from your marketplaces?

MH: Well, we did—we’ve only reported it for two quarters. In Q2 it was $7 million, and in Q3 it was $11 million. And we’ve told the marketplace that our goal is that by the end of next year transaction revenue will be 15 percent of revenues. And at some point, like five years out, it’ll be 40 percent of revenue.

IW: Let’s talk about some of your recent alliances. You have partnerships with SAP, Microsoft, and another one with a German firm, Intershop, which is supposed to help you on the sell side. With SAP you landed eHitex. With Microsoft, it seems you’re hoping to drive liquidity by leveraging their global sales reach and the promotion of common XML standards. And now you’ve also announced a partnership with Sun Microsystems. What are you hoping to accomplish with all these partnerships?

MH: Obviously SAP is our solution in the direct goods area. It brought us a great installed base of—I think they have now 13,000 customers, and so it’s a very good partner on that side.

Microsoft brings us several different things, which is the XML standardization—and by the way, SAP is XML standardization, too. Microsoft is that side of the picture. It’s a go-to-market partner. We’re building some very specific products around their new technology, their .Net technology.

With Intershop, that’s a little bit different in the sense that Intershop is a sell-side solution in this marketplace. The goal there is to have a partner that, since they were building a sell-side solution, the customer didn’t have to come back and give us catalog content also and connect us to their ERP [enterprise resource planning] systems. Because that was already done through Intershop, I could simply plug into Intershop, and I would have access to catalog, and I would have access to legacy systems in a seamless fashion. And so where they go to market on the sell side, we’re going to market really on the buy side of the equation, or the marketplace side of the equation.

IW: And meanwhile, Ariba has formed alliances with both IBM and I2, and it’s also won some high-profile exchange deals, like e2open for the retail industry ...

MH: I think they’ve only won two that I really know of that are of any stature: The one you talked about and Transora. All of their other exchanges that they’ve gotten are really secondary exchanges out of the marketplace. I believe that we have captured the primary exchanges out there.

IW: Then why is there such a wide gap between your company’s valuation and that of Ariba?

MH: Up until last quarter, Ariba had more revenue than we did. As of last quarter, on an aggregated basis, we are now larger than Ariba in revenue. So with AppNet totally aggregated, we’re around $154 million. And I think Ariba was at $134 million this last quarter. So that’s been one issue in the marketplace. The second issue is the business model: Where our business model has been to go after the exchanges and create the exchanges and let the exchanges pull in the buying applications and other software, Ariba’s has obviously been to sell the purchasing application into the market. And so the market’s saying, “Gee, I think we like your model, but you’ve got to show me liquidity. If you’re telling me you’ve got a superior business model because of the liquidity side of it, then you’ve got to demonstrate that to me.” And quite frankly, they’re waiting for the liquidity to be generated. And that’s what we’re working on.


IW: Do you think that once Covisint resolves its issues and really is up and running and doing a lot of transactions, that will help you close that gap?

MH: That’s been the other issue. People were worried about how the exchange is going to get government approval, are they really going to get up and running. All of those issues that we talked about earlier—with regard to liquidity, a lack of payment mechanisms, and the risks of dealing with unfamiliar businesses—that’s what the market’s been nervous about. But having said that, we are seeing progress in all of those areas. And I think that will now lead to liquidity in this marketplace for these guys, and for us rather quickly now.

IW: Have you been satisfied with the performance of your stock?

MH: Well, I think recently it’s been very strong. Obviously, when the whole industry got hit, we were down at about $30. And of course we’ve come back up nicely to whatever we are today—at $64. It was definitely an industrywide hit that we took, and it’s climbed up very nicely. And I think people have really begun to appreciate our story more recently also, which has been a nice support of the stock price, so I’m happy about that. [Commerce One’s share price had fallen to $36 on Dec. 6.]

IW: Look into your crystal ball and tell us what you see for the future of e- commerce.

MH: What we’re seeing is this movement toward more complex data types getting exchanged between companies. What I mean by that is that we’ve been mostly in the indirect goods area. We’re moving into direct goods. We’re moving into collaboration. We’re moving into financial transactions. And so there are going to be many new services that now get traded, other than just these basic ones. The growth in that area is going to be tremendous. People are using these marketplaces today to do a lot of automation of existing processes.

What we’re going to see going forward is people understanding the power of the exchanges and going back and doing major reengineering changes around things like their supply chain to get more flexible and more competitive in the marketplace. A frictionless marketplace will fundamentally change the way that these companies do business, and they are going to have to reengineer around that. So I think there’s going to be a whole new cycle of reengineering that will go along as these marketplaces get up and get liquid.

IW: At the start of the whole exchange craze, everyone kept focusing on how much was going to be saved by streamlining and automating the whole procurement process. But now we are seeing some other factors emerge as bigger considerations in looking at ROI.

MH: Early on, people were focused on saving costs. Now that’s the number two reason people are really building market sites. And the number one reason is to build competitive advantage into their corporation, and that there will be substantial dollars either generated or saved around these new competitive advantages they get by reengineering the supply chain or whatever. Now, cost saving is obviously a component of that and still one of the big drivers. That’s not going to go away. But you want cost savings, and you want competitive advantage. And that’s what’s making the marketplaces grow right now.

Senior editor Ruhan Memishi can be reached at [e-mail].




Copyright © 1999 - 2001 by Internet World Media, A Penton Media, Inc. Company.

[DimStar]

Jan 06,2001
Galli Is Expected to Leave VerticalNet
For Top Post at Newell Rubbermaid
http://public.wsj.com/sn/y/SB978756587508488235.html

[DimStar]

Ariba Falls on Worry About Increase in Overdue Bills (Update2)

http://quote.bloomberg.com/fgcgi.cgi?s=AOlaXdRWjQXJpYmEg&T=m…

Das Problem der schlechten Kundenbonität schien mir bei ARBA etwas größer zu sein als bei C1, weil sie einen höheren dot-com-Kundenanteil haben. Daß nun "doubtfull account"-Positionen eröffnet werden ist nur die eine Seite der Medaille. Das schlimmere ist, daß das Geschäft mit diesen Kunden sich weniger stark fortführen lässt und daß sich auch kaum diese Sorte von Kunden zukünftig für eine 2 Mio $ - Lizenz entscheiden werden, weil kein Kapital mehr für solche Firmen zur Verfügung gestellt wird.

[DimStar]

Es geht um Gerüchte ? Hier ein möglicher Pilotkunde:
http://www.elemica.com/news/news10.html
Es sind auch so manche SAP-Kunden dabei.

[AndyBusch]

ein Kommentar zu dem Galli-Abgang von VERT von Feuerstein:
http://www.upside.com/Ebiz/3a576e591_yahoo.html

Der Börsen-Boardler hoffs2000 überschreibt den Artikel von Feuerstein mit
Speculation and Thoughts on a company that maybe gave away its soul for one deal?

Das trifft es m.E. ziemlich gut.

Ich bin gespannt, was mit dem Kurs von VERT am Montag passiert. Aber ich glaube es schon zu wissen. Wird in Richtung Penny-Stock hin tendieren. Tut mir leid für die VERT-Aktionäre. Könnte aber auch die anderen B2B-Werte nach unten ziehen (Sippenhaft !)

Wie sehr Analysten danebenliegen, sieht man noch an dem jüngst vergebenen Buy-Rating von Lehmanns. L&B liegen überhaupt - so meine Beobachtung - erstaunlich oft völlig daneben.

Die einzige Hoffnung für VERT-Aktionäre (übrigens auch für ISHP-Aktionäre) liegt m.E. in einer Übernahme. Es darf spekuliert werden. Wäre aber aufgrund der Produkt-überlappung für C1 weniger interessant als z.B. für I2. Höchstens eHitex/Converge könnte ein Köder sein.

Z.Z. trifft es die B2B-Werte ziemlich übel.
ARBA (siehe gelinkten Artikel von DimStar) + Analysten-downgrade auf neutral.
I2: überbewertet (www.epoch.com .Registierung erforderlich. Dauert aber nur eine Minute. Macht sehr gute Analysen auch zu anderen Titeln. Auf jeden Fall lohnenswert da mal vorbeizu-browsen).

grüße Andy

[SteffenP]

Moin,

das im B2B Bereich eine Konzentration auf wenige Große stattfinden würde, haben viele erwartet, aber wohl nicht so schnell!
Ich teile die Meinung von AndyB., das am Montag der Kurs von C1 in Mitleidenschaft gezogen werden wird, wenn sich der Abgang von Galli bewahrheiten sollte - wonach es im Moment aussieht.
Das C1 Geschäftsmodell mag zwar immer als das Kritischere bezgl. seines Revenuemodells angesehen worden sein, aber an der Langfriststrategie dürften immer weniger Zweifel aufkommen, je mehr sich die Probleme wie nun auch bei Ariba auftun(was wiederum zum Kursverfall gemäß Sippenhaft am Montag beitragen wird[zumindest im momentanen Umfeld])
. Was nicht heißen soll, dass C1 nicht mit anderen Problemen zu kämpfen hat, wie aus dem Interview mit M.Hoffman hervorgeht. Das Datum dieses Interviews schätze ich mal auf Anfang Dezember, wenn ich den Hinweis des Autors auf den Kurs von C1 vom 6.Dezember nicht falsch verstehen sollte, woraus sich wiederum der Schluss ziehen lässt, daß Hoffmann mit Hinweis auf die Liquidität seines Unternehmens schon frühzeitig über die der Konkurrenz informiert sein mußte und entsprechende Vorkehrungen qua Interview für sein eigenes medial abschwächen wollte!!! Was mich an diesem Interview schon etwas stört, ist sein - aus Sicht der "Altaktionäre" - flapsiger Unterton der Stockvaluebetrachtung: MH: Well, I think recently it’s been very strong. Obviously, when the whole industry got hit, we were down at about $30. And of course we’ve come back up nicely to whatever we are today—at $64. It was definitely an industrywide hit that we took, and it’s climbed up very nicely. And I think people have really begun to appreciate our story more recently also, which has been a nice support of the stock price, so I’m happy about that. [Commerce One’s share price had fallen to $36 on Dec. 6.]

Und nebenbei auf 18,75$ am 05.01.2001


Mehr denn je sind Zahlen am 18.01. von C1 gefragt und vor allen Dingen Aussichten!!!

Zuvor wird jedoch Ariba im Mittelpunkt stehen. Am 10.01 ist alles möglich: Sekt oder Selters!!

[Eboerse]

Commerce One steht bei Salomon Smith Barney auf der earnings negativ Liste.
Im Q-3 lag SSB richtig mit ihrer Schätzung von 100 Millionen ohne Appnet.



http://www.smithbarneyresearch.com/main/index.asp?Action=DoL…


Sollte der Link nicht arbeiten,
Registrierung erforderlich/kostenlos

[Eboerse]

Commerce One steht bei Salomon Smith Barney auf der earnings negativ Liste.
Im Q-3 lag SSB richtig mit ihrer Schätzung von 100 Millionen ohne Appnet.



http://www.smithbarneyresearch.com/main/index.asp?Action=DoL…


Sollte der Link nicht arbeiten,
Registrierung erforderlich/kostenlos

[Auctions]

Dies ist die entscheidende Stelle bei Salomon Smith Barney:

Negative Earnings
Expected First Call
Report Quarterly Expected SSB
Ticker Company Name Date Estimate SUE Rating Price
CMRC Commerce One Inc. COM 26-Jan-01 -0.07 -3.07 1S 25.31

Kann das mal jemand etwas genauer erklären. Wenn ich´s auf der Seite richtig verstanden habe, liegt die Trefferquote bei 50%.

[Eboerse]

Was anderes,es sei mir eben verziehen.
Bin heute auf die Idee gekommen Biotechs zu shorten.
Enzon sieht sehr gut aus.
Die Biotechs sehen wie die Internets vor 2 Monaten aus.
Charts kaputt und immer kaputter,200 Tagelinien bald weg Formationen werden nach unten durchbrochen.
Schaue mir ernsthaft einmal Puts zu diversen Werten an.
Sorry für die Zweckentfremdung des Threads.

[isaaacc]

@rolf braun:

gratulation zum durchbruch der schallmauer von 100 000 lesern (oder habe ich entsprechendes unten uebersehen?).
ein thread mit seltenheitswert!

[Softliner]

@ Rolf Braun
@ isaaacc

der Zuspruch zu diesem Thread ist wirklich bemerkenswert und erfreulich.

Trotzdem muss Kritik an einem solch langen Thread erlaubt sein.

Zwar sind mittlerweile über 1200 Beiträge in diesem Thread, aber mit vernünftigem Zeitaufwand sind lediglich die letzten 20 Postings abrufbar.

Wenn ich nämlich ein Posting noch einmal nachlesen möchte, welches nur zwei Tage zurückliegt, dann bleibt mir - solange WO nicht die Funktion des chronologischen Zurückblätterns nach dem Laden der letzten 20 Beiträge zur Verfügung stellt - nur übrig, den gesamten Thread aufzurufen.

Und wie lange das dauert, möge jeder selbt einmal testen. - Das ist schlichtweg unzumutbar.

Die Sammlung aller Postings zu einem Thema macht aber nur dann Sinn, wenn die Informationen schnell abrufbar sind.

Der Thread in dieser Form ist mehr oder weniger ein Schwarzes Loch, in dem alle älteren Informationen verschluckt werden.

Ich plädiere deshalb, für die Eröffnung eines Nachfolgethreads.

Gruss

Softliner

[RolfBraun]

Jetzt wissen wir, warum Hoffman für 400.000 USD Shares verkauft hat:

Er wollte einen Aston Martin DB7. (siehe Interwiew)

Toll! 100.000 Hits bei diesem Thread.
Gibt es noch mehr Meinungen, daß der Thread inzwischen zu groß und unübersichtlich sei?
(Ich selbst habe keine Probleme damit)

-Rolf-

[SteffenP]

Moin,
vielleicht liegts an meinem DSL-Anschluss, oder an der Navigation, aber ich habe keine Probleme!!

Meinetwegen also: weiter so!!

Steffen

[boerseaugsburg]

hallo leute,

laßt euch doch nicht verückt machen.

zur zeit wird doch auf alles eingeprügelt.

ihr werdet sehen, daß wir das ganze bald überstanden haben. das ist meiner innere überzeugung.

dazu kommen die pos. geschäftszahlen von sap, das wird den markt nach oben ziehen, oder die zukunftsaussichten für den b2b bereich allgemein. auch werden die fonds wieder einsteigen.

daß dieser hoffmann seine aktien verkauft hat ist doch ganz legitim. überlegt doch einmal wieviel aktien noch im besitz von c1 noch sind. nach deren system wird doch das management mit aktienoptionen bezahlt. glaubt mir, da ist jeder gewillt sein unternehmen profitabel zu gestalten, mit entsprechender kurspflege.

wenn ich dann noch sehe, daß jetzt auch noch boerse-go auf c1 einprügelt, fällt mir ehrlich gesagt nichts mehr ein. nach diesen kursverlusten kann man doch jede charttechnik an die wand nageln, das gleiche gilt für den biotechbereich.

zum glück muß ich morgen wieder ins geschäft. da bleibt mir wenigstens tagsüber einiges erspart.

nach dem motto - augen zu und durch

gruß ba

[buckweiser]

Walldorf, 8.1.2001.


Die SAP AG hat einer ersten Analyse der vorläufigen Geschäftszahlen zufolge einen Gesamtumsatz von rund 2,1 Mrd. € im 4. Quartal 2000 erzielt. Dies entspricht einer Steigerung gegenüber dem Vorjahresquartal von circa 27%. Der Umsatz mit Softwarelizenzen im 4. Quartal 2000 stieg um ungefähr 25% auf gut 1 Mrd. €. Der Operating Profit (ohne Berücksichtigung der Kosten für das Mitarbeiterbonusprogramm STAR) legte voraussichtlich um mehr als 40% auf gut 600 Mio. € zu.
Das sehr gute Ergebnis im 4. Quartal 2000, insbesondere vor dem Hintergrund des extrem starken 4. Quartals 1999, liegt über den ursprünglichen Erwartungen der SAP.

Genaue Angaben zum vorläufigen Ergebnis des Geschäftsjahrs 2000 wird die SAP AG am 23. Januar 2001 veröffentlichen.

[buckweiser]

w:o :

Softwareschmiede SAP gibt vorläufige Zahlen für das 4. Quartal 2000 bekannt. Erleichterung macht sich auch anderswo breit. Befürchtungen vor sinkenden Erträgen lösen sich in Luft aus. Anleger honorieren die über den Erwartungen liegenden Zahlen mit kräftigen Kursaufschlägen. Nach der Gewinnwarnung von Intershop befürchteten Börsianer auch bei SAP geringere Umsätze und weniger Gewinne. Mit sehr guten Zahlen zum Geschäftsverlauf im 4. Quartal tritt SAP in die Offensive. Die Ängste der Börsianer vor Umsatz- und Gewinneinbußen in den USA sind damit hinfällig. Die Zahlen übertreffen die ursprünglichen Erwartungen der Software-Schmiede und auch die der Experten. Sie sollten positive Impulse für den Gesamtmarkt liefern. Während im Vorjahresvergleich der Umsatz bei Intershop im 4. Quartal zurückging – das erste Mal seit der Gründung 1992 - gibt die Walldorfer SAP für das 4. Quartal eine Umsatzsteigerung von etwa 27% auf rund 2,1 Mrd.€ bekannt. Der Umsatz mit Software-Lizenzen steigt mit einem Plus von 25% auf gut 1 Mrd.€ ähnlich stark. Der operative Gewinn – ohne Berücksichtigung der Kosten für das Mitarbeiterprogramm STAR – kann nach Angaben von SAP um mehr als 40% auf gut 600 Mio.€ gesteigert werden. Unter Berücksichtigung des äußerst starken 4. Quartals im Jahr 1999, in dem SAP ein Umsatzplus in Höhe von 30% erzielte, fallen diese Zahlen überraschend gut aus. Auch wenn es sich hierbei um vorläufige Zahlen handelt und aus diesen noch nicht abzulesen ist, wie sich die Geschäft in den USA im Detail entwickelt hat, ist erst einmal Entwarnung gegeben. SAP-Strategen beugen mit der Veröffentlichung der Zahlen weiteren Kursverlusten ihrer Aktie vor. Im Zuge der Intershop-Gewinnwarnung hatte sich die Talfahrt der SAP-Aktie noch einmal verschärft. Von 300€ im September dieses Jahres stürzten die Anteilsscheine der Walldorfer auf 125€ ab. Am 23. Januar wird SAP genauere Zahlen zum Geschäftsjahr 2000 bekannt geben. Dann wird sich herausstellen, in wie weit der Konzern das USA-Geschäft in den Begriff bekommen hat. Denn: Nur wer auf dem größten Software-Markt der Welt bestehen kann, wird auf Dauer in der obersten Liga der Software-Branche mitspielen können. Die heute veröffentlichten guten Zahlen zum 4. Quartal lassen nicht auf eine Schwäche des US-Geschäfts schließen. Börsianer sind wieder guter Dinge und honorieren die gute Nachricht mit Kursaufschlägen von rund 13%.

[Forsyth]

hi rolf,

also mir gefällt der thread so wie er ist.
ich habe keine probleme ihn zu laden.kommt sicherloich auch daher, dass ich ihn regelmäßig lese.
wollen wir doch die 250.000 in angriff nehmen.dann 500.000 und vielleicht noch die 1 mio.
wer weiß, wo commerce one dann steht.

gruß an alle,m die hier posten.

gruß Forsyth

[Eboerse]

Hi Rolf
Ich habe auch keine Probleme den Thread zu laden.
Dauert nicht länger als bei anderen Threads auch.
Gewußt wo,dann braucht man auch ältere News nicht zu suchen(Grins).
Grüsse

[Torsten1000]

Hallo Leute, wie seht Ihr den heutigen Handel in USA. Mir scheint das auch heute noch ein Riesenverkaufsdruck auf C1 lastet. Auch Ariba kommt nicht so recht hoch trotz diverser Empfehlungen. Mir macht das langsam Sorgen, besonders die glatten 1000er Verkaufsorders die jedesmal nachgeschoben werden wenn der Kurs sich anschickt nach oben zu gehen.

Torsten1000

[gooodi]

hallo,

das ist vielleicht der grund, warum cmrc heute nicht gut aussieht:

Big 3 auto parts e-market hit with suit
Chicago--Covisint, the e-marketplace led by General Motors Corp., Ford Motor Co. and DaimlerChrysler, was delayed for months thanks to federal antitrust review. Now, a second repair parts e-marketplace the three auto giants announced last month has been hit with a federal antitrust lawsuit filed by ChoiceParts, a competing e-market. The suit, filed Thursday, claims the Big 3 automakers tried to block ChoiceParts` parts locator and transaction system from being used by auto retailers and repair shops. ChoiceParts claims the automakers also denied it access to parts data, information that has traditionally been openly shared in the auto industry. Perhaps most interesting, the suit claims the automakers had attempted to acquire ChoiceParts late last year, before deciding to roll out their own competitive e-marketplace. ChoiceParts is no dotcom flash-in-the-pan. The company is a joint venture of four long-time players in the auto and collision industries: Automatic Data Processing`s (ADP) Dealer Services and Claims Solutions Groups, CCC Information Services; and Reynolds and Reynolds.

mfg.gooodi

[moneyhype]

08.01. 20:15
Robertson Stevens zu Commerce One
--------------------------------------------------------------------------------


Robertson Stevens bekräftigt heute das Buy-Rating für die Aktie Commerce One. Der zuständige Analyst Eric Upin ist gegenüber anderslautenden Aussagen früher in diesem Monat nun der Meinung, dass Commerce One ein solides Quartal mit potentiellem Upside-Potential ausweisen werde. Upin erwartet einen Umsatz von $176.0 Mio., was einem sequentiellem Anstieg von 56% und einem Jahreswachstum von 942% entspricht. Des weiteren wird ein Verlust je Aktie von 7 cents erwartet. Im späten Oktober letzten Jahres berichtete Commerce One einen Umsatz in Höhe von $112.7 Mio. generiert zu haben, was einer Überraschung gegenüber den Schätzungen von 42% entspricht. Das sequentielle Wachstum im dritten Quartal lag bei 80%, das Wachstum im Jahresvergleich bei 987%. Der Umsatz war im Verhältnis 58/42 aus Lizenzeinnahmen und Dienstleistungs-Einnahmen generiert worden. Das Quartalsergebnis von Commerce One wird am 18. Januar bekanntgegeben.

Trotz der Tatsache, dass Commerce One im laufenden Quartal eine Reihe von wichtigen Deals abschließen konnte und eine höhere Liquidität auf den großen Marktplätzen vorhanden ist, ist Upic der Meinung, dass das Wachstum in einigen selektierten Bereichen langsamer wachsen könnte. Trotz der Annahme, Commerce One werde die Schätzungen für das vierte Quartal 2000 erreichen, ist Upic der Meinung, dass Commerce One einer Reihe von internen und marktbedingten Herausforderungen gegenübersteht, welche wie eine kurzfristige dunkle Wolke über dem Aktienkurs des B2B-Unternehmens wirken könnte. Zu diesen negativen Wirkungen gehören die langsamer wachsende Wirtschaft und deren Wirkung auf neue und bestehende B2B-Einrichtungen, eine Reihe von Unternehmens-bezogene Risiken und eine andauernde Kommpression der Bewertung von B2B-Unternehmen am Aktienmarkt.

Unter der Annahme, dass Commerce One mehr als andere B2Bs unter den markoökonomischen Vorgaben leiden werde, nimmt Upic der Aktie gegenüber erstmal eine neutrale und kurzfristig vorsichtige Haltung ein.

Um der Aktie wieder Aufwärtspotential zu geben, muss es erreicht werden, einen höheren Anteil der Umsätze aus dem Lizenz-Geschäft zu generieren, die Adaption neuer Marktplätze schneller vorangehen zu lassen, die Kooperation mit SAP zu vertiefen, und die Integration von AppNet erfolgreich abzuschließen.

Mit diesen Herausforderungen zur Zeit ist Upic der Meinung, dass das Aufwärtspotential für die Commerce One-Aktie erst einmal eingeschränkt sei, doch bekräftigt der Analyst wie oben erwähnt sein Buy-Rating für die Aktie.

© BörseGo.de
08.01. 20:15
Robertson Stevens zu Commerce One
--------------------------------------------------------------------------------


Robertson Stevens bekräftigt heute das Buy-Rating für die Aktie Commerce One. Der zuständige Analyst Eric Upin ist gegenüber anderslautenden Aussagen früher in diesem Monat nun der Meinung, dass Commerce One ein solides Quartal mit potentiellem Upside-Potential ausweisen werde. Upin erwartet einen Umsatz von $176.0 Mio., was einem sequentiellem Anstieg von 56% und einem Jahreswachstum von 942% entspricht. Des weiteren wird ein Verlust je Aktie von 7 cents erwartet. Im späten Oktober letzten Jahres berichtete Commerce One einen Umsatz in Höhe von $112.7 Mio. generiert zu haben, was einer Überraschung gegenüber den Schätzungen von 42% entspricht. Das sequentielle Wachstum im dritten Quartal lag bei 80%, das Wachstum im Jahresvergleich bei 987%. Der Umsatz war im Verhältnis 58/42 aus Lizenzeinnahmen und Dienstleistungs-Einnahmen generiert worden. Das Quartalsergebnis von Commerce One wird am 18. Januar bekanntgegeben.

Trotz der Tatsache, dass Commerce One im laufenden Quartal eine Reihe von wichtigen Deals abschließen konnte und eine höhere Liquidität auf den großen Marktplätzen vorhanden ist, ist Upic der Meinung, dass das Wachstum in einigen selektierten Bereichen langsamer wachsen könnte. Trotz der Annahme, Commerce One werde die Schätzungen für das vierte Quartal 2000 erreichen, ist Upic der Meinung, dass Commerce One einer Reihe von internen und marktbedingten Herausforderungen gegenübersteht, welche wie eine kurzfristige dunkle Wolke über dem Aktienkurs des B2B-Unternehmens wirken könnte. Zu diesen negativen Wirkungen gehören die langsamer wachsende Wirtschaft und deren Wirkung auf neue und bestehende B2B-Einrichtungen, eine Reihe von Unternehmens-bezogene Risiken und eine andauernde Kommpression der Bewertung von B2B-Unternehmen am Aktienmarkt.

Unter der Annahme, dass Commerce One mehr als andere B2Bs unter den markoökonomischen Vorgaben leiden werde, nimmt Upic der Aktie gegenüber erstmal eine neutrale und kurzfristig vorsichtige Haltung ein.

Um der Aktie wieder Aufwärtspotential zu geben, muss es erreicht werden, einen höheren Anteil der Umsätze aus dem Lizenz-Geschäft zu generieren, die Adaption neuer Marktplätze schneller vorangehen zu lassen, die Kooperation mit SAP zu vertiefen, und die Integration von AppNet erfolgreich abzuschließen.

Mit diesen Herausforderungen zur Zeit ist Upic der Meinung, dass das Aufwärtspotential für die Commerce One-Aktie erst einmal eingeschränkt sei, doch bekräftigt der Analyst wie oben erwähnt sein Buy-Rating für die Aktie.

© BörseGo.de

Wer ist Eric Upin?

moneyhype

[CBR900RR]

C1 nachbörslich bei 19.5 $

CBR900RR

[Shakes]

Keebler and SAP and Commerce One

Keebler Takes Procurement Online
by Alicia Neumann, Line56
Monday, January 08, 2001

SAP AG today announced that longtime customer Keebler Co. has successfully implemented and deployed mySAP e-Procurement to three organizational units and plans to continue the rollout to more than 150 additional sites. This implementation allows the company to procure indirect goods via the Internet and marks the first step in Keebler’s transition to a collaborative marketplace via SAPMarkets, Inc. and Commerce One Inc.
According to SAP reports, the implementation of mySAP e-Procurement took six weeks with team of four Keebler employees assisted by SAP and consulting firm PricewaterhouseCoopers LLP. As of today, Keebler has centralized purchasing operations across multiple locations and established a strategic national contract with its key supplier.

The second-largest cookie and cracker manufacturer in the United States, Keebler is also in the process of implementing and rolling out mySAP Business Intelligence, and plans to go live with mySAP Supply Chain Management in the first quarter of this year.

Ray Shei, chief information officer at Keebler, says that the company expects the SAP project to provide better overall management of the entire supply chain by automating and simplifying purchasing processes, establishing organizational standards, reducing procurement costs, and limiting inventory on hand.

Shei says that SAP was an easy choice given Keebler’s long time investment in SAP software. “After evaluating several other offerings, we knew that selecting SAP as our e-business provider was the obvious choice… In opting for the mySAP e-Procurement solution and its seamless integration with existing systems, we were able to leverage our current IT infrastructure and knowledge.”

Chris Larsen, president of SAP America says that additional investment in SAP is the fastest way for SAP customers to move online. “A key value proposition for the mySAP.com e-business platform is the ability for current SAP customers to further leverage their existing technology investments to rapidly transform their businesses for the Internet economy,” he says.

[SteffenP]

January 8, 2001 5:01pm

i2 Technologies says 4Q sales, earnings will beat estimates

By Larry Barrett ZDII


i2 Technologies delivered a rare piece of good news after the bell Monday, telling investors that its fourth-quarter sales and operating income will easily top analysts’ estimates.

i2 Technologies (Nasdaq: ITWO) shares closed up $1.19 to $41.94 ahead of the news.

Company officials now expect the B2B software developer to record fourth-quarter sales of at least $370 million, well above the First Call Corp. consensus estimate of $343 million.

Latest News on ITWO

i2 Technologies says 4Q sales, earnings will beat estimates...
A.T. Kearney and i2 Form 2Source, New Global Partnership to Create Next-Generation Strategic Sourcin...
i2 Technologies sees Q4 earns, revs beating Wall St...

It also sees operating income “strongly exceeding” analysts’ estimates of $51 million in the quarter.

Licensing sales for the quarter and the fiscal 2000 are expected to more than double from the year-ago period mainly on the strength of its e-business software sales.

First Call Corp. consensus pegged i2 for a profit of 8 cents a share in the fourth quarter.

“It looks like more good news and I expect there will be even more good news from B2B guys this quarter,” said Bob Johnson, an analyst at ABN AMRO. “I think a lot of companies had use-it or lose-it ultimatums in their budgets and they used it.”

i2’s sales for fiscal 2000 are now expected to eclipse the $1.1 billion threshold.

“I’m not at all surprised by this,” Johnson said. “Even though IT spending is supposed to decline in 2001, i2 and other B2B stocks are among the best places to be this year.”

Last quarter, i2 beat the Street, earning $28.8 million, or 12 cents a share, on sales of $319.5 million.

The stock moved as high as $111.75 in March before falling to a low of $34.50 in December.

Thirty-two of the 36 analysts following the stock maintain either a “buy” or “strong buy” recommendation.

Analysts are forecasting a profit of 34 cents a share in fiscal 2001.

[DimStar]

Ariba Sees Its Software Selling Well, Even in Economic Slowdown
http://quote.bloomberg.com/fgcgi.cgi?s=AOlm6UBaHQXJpYmEg&T=m…

[Prognose1]

Schaut Euch das mal an (Verhältnis Institutioneller Käufer zu Verkäufer - siehe auch und besonders Merrill Lynch):

http://siliconinvestor.irchannel.com/silicon?page=holders&co…

Denke, wir können uns bald wieder über Kaufempfehlungen freuen !

[Bimbes44]

Schluß bei Island
19,93$ +11%

Vermutlich entsteht morgen
zu Handelsbeginn ein großes
Gap.

Hat jemand Erfahrung über das
Abnehmen der Wahrscheinlichkeit
einer Gap-Schließung, bei nachhaltiger
Kurserholung.

Mit anderen Worten, ab wann nimmt
die Wahrscheinlichkeit stark ab.

Danke
Gruß
Bimbes

[RolfBraun]

@Bimbes:

GAPs werden mit einer Warscheinlichkeit von 70% innerhalb von 7 Handelstagen geschlossen.
Allerdings haben wir bei CMRC auch seit 14 Tagen ein GAP bei 33 USD, welches nur noch Makulatur ist.

-Rolf-

[SteffenP]

@prognose1 toller link!!

Kurzer Ausschnit der dort aufgeführten Tabelle:

Das dortige "deep" hier fett hervorgehoben wird wie folgt interpretiert:

Deep Value

This style is a more extreme version of value investing that is characterized by holding the stocks of companies with extremely low valuation measures. Often these companies are particularly out of favor or in industries that are out of favor. Some investors in this category are known for agitating for changes such as new management, the sale of assets or a spin-off. This group of investors is sometimes categorized as "contrarian," as they usually invest in companies when the rest of the market is negative on the company1s prospects. To have this dominant style, the following portions of the portfolio must be above the weighted average of the S& P 500:

40 percent or less for price-to-earnings ratio
30 percent or less price-to-book ratio
50 percent or more for dividend yield
50 percent or less for five year estimated EPS growth, and
not in the Yield category


Top 10 Holders (13F)
Institution Shares Held Change % O/S Turnover Style Inv Type Filing Date
Merrill Lynch Investment Managers (NJ) 4,259,350 2,152,180 2.2% Mid Deep Value IA 09/00
Pilgrim Baxter & Associates 2,976,440 1,372,640 1.5% High Momentum IA 09/00
Dresdner RCM Global Investors, L.L.C. 2,744,620 2,358,620 1.4% High Growth IA 09/00
American Express Financial Advisors 2,715,164 181,840 1.4% Mid Core Growth IA 09/00
Barclays Global Investors 2,211,851 793,947 1.1% Low Index BK 09/00
PIMCO Equity Advisors 2,042,100 2,041,300 1.1% High Momentum IA 09/00
Fred Alger Management, Inc. 1,870,943 959,683 1.0% High Aggres. Gr. IA 09/00
College Retirement Equities Fund 1,797,270 1,687,070 0.9% Low Index PF 09/00
INVESCO Funds Group, Inc. 1,696,700 1,696,700 0.9% High Core Growth IA 09/00
Turner Investment Partners, Inc. 1,522,940 1,522,940 0.8% High Aggres. Gr. IA 09/00
Top 10 Shares Held 23,837,378 (37.21%)
Total Shares Held 64,053,584

[SteffenP]

Everything you wanted to know about b-to-b ...
January 09, 2001 12:00 AM PT


What I think I know about the b-to-b sector (the New Year`s edition):


When the going gets tough, Joe Galli gets going. What else can you say about this guy? First, he leaves Amazon.com (AMZN) after 13 months, then he spends five months at VerticalNet (VERT) before bolting for a chance to sell pots and pans at Newell Rubbermaid (NWL). Looks kind of bush league, doesn`t it?


VerticalNet Chairman Mark Walsh says he`s not pissed at Galli for bolting, but that`s just Walsh being polite. Of course, he`s angry, and he should be. Walsh, by the way, asked Galli to give back a chunk of his $4 million signing bonus, and Galli agreed. Still, the galloping CEO reportedly keeps about $1 million. That`s not bad for five months` work, especially when VerticalNet stock dropped from $57 to $4 during his tenure.


Mike Hagan takes over as CEO of VerticalNet, a guy Walsh calls the "perfect man for the job." And he may be right. Hagan is a company co-founder and its COO, so he knows how to handle day-to-day operations. More important, Hagan`s fingerprints are all over some of VerticalNet`s most important deals -- the formation of the company`s e-marketplace software division, the Microsoft (MSFT) alliance and the sale of NECX to Converge.


I`m sorry, just a bit more about VerticalNet, then we`ll move on. Prediction: I think Microsoft will buy VerticalNet. Why? Because Microsoft, with its acquisition of Great Plains software last month, showed that it wants to move aggressively into the business software market. VerticalNet, with its focus on b-to-b software and services for small and mid-sized business, is a great way for the folks in Redmond, Wash., to become an e-business player.

And guess what, Microsoft already owns about 2 percent of VerticalNet.



Finally, a note to VerticalNet day traders: The previous item is a PREDICTION and MY PERSONAL OPINION. Do your homework before you buy. If you had done that last year, you wouldn`t have bought this stock when it was trading at $148.

Moving on:



Ariba (ARBA) and Commerce One (CMRC) executives are going to be under the gun during their upcoming fourth-quarter conference calls. Over the past year, these calls have taken on a bit of a party atmosphere. Both companies have breezed easily through estimates, allowing analysts and executives to trade bonhomies and, generally, pat each other on the back for a collective job well done.

Well, the party`s over, folks. You`ve watched the respective stock prices of Ariba and Commerce One plummet, mainly because industry observers are starting to ask some tough questions. Yes, both companies are expected to beat estimates again, but Ariba CEO Keith Krach and his Commerce One counterpart Mark Hoffman will be under pressure to prove to skeptics that they are really executing on their business plans.



I think Commerce One will be gobbled up by SAP (SAP). No, this is not an original thought, but it sure makes more sense today than it did last year. One of the big hiccups to such a deal has been Commerce One`s price tag -- the company was just too damn expensive for SAP. Well, Commerce One is a whole lot cheaper today, and SAP just reported some rosy fourth- quarter numbers that could signal the start of a rebound for the German software giant.

Another reason why this deal makes sense: The future of b-to-b is all about Web-based supply chains and private marketplaces. This is prime SAP territory, and Commerce One has already stated that it will rely on its German partner to move into this segment of the b-to-b market. These two companies are already going steady, so they might as well exchange rings.



I think i2 Technologies (ITWO) is replacing SAP as the most dangerous partner in the software business. Yesterday, i2 inked yet another partnership -- this time with A.T. Kearney -- that steps all over its Ariba alliance -- again! You have to believe that i2`s executives in Dallas are laughing about all this, but just how much more punishment can Ariba take?


I think someone should tell Keith Krach that he`s wearing a "sucker" sign on his back. C`mon Keith, it`s time to start fighting back.


I think I`ve become very negative about this whole b-to-b thing, especially when it comes to the long-term viability of independent, or dotcom, marketplaces. So, I`m looking for some good news. If you`re a Net market maker that is actually making money -- OK, at least generating good sales -- please drop me a line. I want to believe in this stuff. I really do.

[RolfBraun]

@Steffen:

Zum Link von Prognose 1:

Die Zahlen sind leider vom letzten Quartal (filling 9/00), ich weiß nicht, ob sie derzeit noch aktuell sind ???

Ich glaube jedenfalls nicht, daß die "Momentums" die Shares von 60 bis auf 20 USD gehalten haben.

Es hat sich in den letzen 8 Wochen auch das Gesamte Bewertungsschema des Marktes geändert:
Vorher war das Umsatzwachstum das Nonplusultra, jetzt zählt nur noch was "unter den Strich" hängen bleibt.

Wir können uns bei CMRC noch ein ganzes Jahr lang zwischen 10 und 40 USd bewegen, erst 2002 wird der Kuchen süß.
(Hatte ich zwar schon einmal vor 9 Monaten gepostet, aber egal...)

-Rolf-

[Softliner]

Die Anregung von Rolf aufgreifend, dass nachfolgende Frage bzw. ein vernommenes Gerücht in den Gerüchtethread gehört:

Vor einiger Zeit habe ich irgendwo hier im Forum gelesen, dass sich Commerce One mit einem Kooperationspartner zusammengetan hat, der eine bessere Software habe, als I2 im Ariba-Triumvirat.

Es hat sich dabei jedoch nicht um SAP gehandelt.

Kann dazu bitte noch einmal ein Kenner der Materie Stellung beziehen?

Weiterhin eine Frage: Von einem SAP-ler habe ich (allerdings nur über einen Mittelsmann) gehört, dass die im Frühjahr eine Kracher-Software auf den Markt bringen werden, die voll einschlagen soll.

Weiss hierüber jemand Näheres?

Danke für Antworten im voraus und Gruss

Softliner

[Trademen]

ich bin gerade an einem sap`ler dran, wenn ich was weiss lass ich es euch wissen.

[Eboerse]

Hi Softliner
Die Meldung ist schon 2 Monate alt und war eine ofizielle Ankündigung.
SAP und Commerce One entwickeln zusammen eine Software die im Früjahr auf dem Markt kommen soll.

Anbei noch ein Artikel dazu:

http://www.upside.com/texis/mvm/story?id=39b7e67e0

http://www.upside.com/Adam_Feuerstein/3a5a44031_yahoo.html


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

Übrigens auch ganz nett,das mit den Übernahme Gerüchten von SAP und Commerce One.
Mit SAPmarkets fände ich es gar nicht schlecht,sollten sie zusammen gehen aber bitteschön denn unabhängig von der Muttergesellschaft SAP.

[isaaacc]

@softliner:

bei mir funktionieren merkwuerdigerweise nicht mal die letzten 20 threads.
wenn ich auf die 20 druecke, starte ich bei seite 1!
hat jmd nen tip worans lliegt (wo oder evtl was an meiner browser einstellung).

ich gehe also den umweg ueber die kopfzeile:
zb entspricht seite 61 ca. page=1200
http://www.wallstreet-online.de/ws/community/board/threadpag…

so koenntest du also auch aeltere texte, die du suchst annaehernd treffen.

aber die frage mit den letzten 20 beitraegen haette ich wirkliche gerne beantwortet, bequem ist naemlich was anderes!

[Softliner]

Es sei mir erlaubt, diesen Thread einmal missbrauchen zu dürfen, um eine Freeware-Datenbank zu empfehlen für alle, die daran interessiert sind, Beiträge aus diesem Board ohne wenig Aufwand übersichtlich abspeichern zu können.

EIN SUPER-PROGRAMM !!!


CUEcards2000 2.12

Das Programm versteht sich als Volltextdatenbank, also eine praktische Kombination aus Textverarbeitung und Datenbank. Mit einem Windows-Explorer-ähnlichem Look & Feel legt man zunächst einzelne Kategorien an und füllt diese dann mit den entsprechenden Einträgen. Durch die gezielte Einteilung in Kategorien schaffen Sie sich ein übersichtliches Ordnungssystem; ist die Datenbank erst mal prall gefüllt, erleichtert die integrierte Volltextsuche nach einem bestimmten Stichwort das Wiederfinden von Einträgen. Blitzschnell werden alle Fundstellen in einer Liste angezeigt, per Mausklick landen Sie dann sofort auf der entsprechenden Seite, wobei die übereinstimmenden Begriffe farblich hervorgehoben sind.

http://www.freewarenetz.de/top10b.htm


Gruss

Softliner

[SteffenP]

http://www.thestreet.com/_yahoo/tech/internet/1247378.html


Analysts` Have High Hopes for B2Bs, Despite Sagging Stocks
By Joe Bousquin
Senior Writer
1/9/01 11:45 AM ET

Analysts expect big things when business-to-business companies report results over the next couple of weeks, though you couldn`t tell that from the sagging stocks.

Could be a tempting reason to buy, right? After all, Ariba (ARBA:Nasdaq - news) is down about 30% this year, so it should at least make for a good trade when its numbers come out Jan. 11.

Then again, maybe it won`t.

Jon Ekoniak, an analyst at U.S. Bancorp Piper Jaffrey, questions whether now is a good time to buy B2B stocks. They could bleed more if their numbers lack pizazz.

Ariba, at about 10 times next year`s sales, "is still trading at the higher end of historical ranges for these kinds of companies," Ekoniak says. (He rates Ariba a buy, and his firm hasn`t done underwriting for Ariba.)

In other words, Ariba and other B2Bs would have to completely smoke their numbers to get any significant pop from their quarterly reports. Ekoniak doesn`t see that happening.

"That upside we saw last year, we are going to see less of it," he says. "The [consensus] numbers we`re seeing are closer to what the real numbers will be."

The Numbers
Analysts estimate Ariba will earn 2 cents a share on revenue of $156 million, according to Multex.com, while archrival Commerce One (CMRC:Nasdaq - news) is expected to post a loss of 7 cents a share on revenue of $176 million.

But beyond fourth-quarter results, analysts will be watching management for clues about what lays ahead in 2001.

"I think people generally expect the B2Bs in my universe to beat the revenue and earnings estimates, and yet that really doesn`t matter," says Patrick Walravens, an analyst at Lehman Brothers. "If you blow away this quarter, but don`t make significant [upside] change for your guidance in 2001, so what?"

And like Brad Johnson`s arm, observers just aren`t convinced that these companies have that kind of firepower left. "What we`re seeing is a ratcheting back of those upside expectations," Ekoniak says. "Management may temper guidance somewhat."

So far, those who have bet on a bottom in B2B stocks have been burned. In a research note issued Jan. 4, Prudential Securities analyst Doug Crook said, "B2B e-commerce stocks are near or at their bottom." Not near enough, apparently, considering the 12% drop the next day in the Merrill Lynch B2B Internet HOLDRS (BHH:AMEX - news), a basket of B2B stocks.

History
But before you discount Crook`s analysis as typical Wall Street blather or just plain wrong, consider where the call is coming from. Crook was one of the first analysts to throw water on the B2B fire last spring, when he issued a note questioning whether B2Bs could charge transaction fees to companies using their software. B2B stock prices took a huge hit that day and haven`t really been the same since.

So Crook`s not afraid to point out the risks in these stocks, which makes his recent call a little more credible -- if not completely accurate at this point. He didn`t return a call asking him to comment.

Among other companies, analysts see PurchasePro.com (PPRO:Nasdaq - news) showing promise for the fourth quarter, though it will have to tell a clean story about its numbers, especially where its recurring revenue is concerned. Since it`s last quarterly report, doubters have increasingly targeted PurchasePro over issues about its numbers. Analysts expect PurchasePro to show a loss of a penny a share on $24 million in revenue, according to First Call/Thomson Financial.

VerticalNet (VERT:Nasdaq - news), which announced last month its plan to sell its NECX unit, will have to give a clear vision of its business going forward to stoke investors` interest, analysts say. The company also has been rocked by the departure of Joe Galli as CEO. It`s expected to report a loss of 18 cents a share on $81 million in revenue.

But in this market, caution is still pervasive. "Much the way a rising tide lifts all ships, the opposite is true as well," says Ekoniak

[dorka]

Hallo,ein bisschen Optimismus:

http://www.varbusiness.com/Components/Search/Article.asp?Art…

Mike Micucci,vice president of product marketing at Commerce One,says he`s optimistic about 2001.He hinted the continued boom of the e-commerce industry would translate into financial success for many companies.
"Activity is phenomenal around of the world," Micucci says. "We`re at the very cusp of a market that is really starting to take off,and it`s only going to get busier."

Gruß,Dorka

[isaaacc]

today´special greetings fuer eboerse:

verdruecke nie die kronen, denn es koennt sich lohnen.

das "letzte20"-problem haben nur leute wie ich, die commerce - threads ueber stichworteingabe aufsuchen, wer direkt zb ueber forum dow jones/nasdaq geht, hat das problem wohl nicht.
nicht so schlimm, wenn mans weiss - ich dank eboerse!

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

nuer link auf der c1 homepage:

NINE MAJOR ORGANISATIONS TO SPEARHEAD E-COMMERCE BUSINESS-TO-BUSINESS TRADING IN KUWAIT



Kuwait - January 9, 2001 – C1ME Limited, Commerce One Distributor Operations, the regional distributor for Commerce One, Inc. (NASDAQ:CMRC) in the Middle East, and seveneight technically progressive private and public sector Kuwaiti organisations today established C1KU Limited, a Commerce One affiliate, with a mission to launch Kuwait’s first global Business-to Business (B2B) trading vehicle. The company will now spearhead the launch and operation of an e-marketplace (on-line exchange) for Kuwait., allowing buyers and sellers to buy from anyone, anywhere in the world.



C1KU Limited investors include:

· Mobile telecommunications company MTC

· Gulf Company for Trading Over The Internet (Gulf.com)

· The Aref Investment Group

· Government-owned Public Services Company (PSC)

· Major construction and I.T. group Zaid Al Kazimi and Sons For Trading and Contracting WWL

· Arabesque Systems Company

· The Arab Financial Company For The Registration of Intellectual Property and Electronic Trading (AICRIPET)

· C1ME Ltd., Commerce One Distributor Operations, the regional distributor for Commerce One, Inc.



"We believe C1KU Limited will make e-procurement a reality in Kuwait and bring users all the advantages of e-procurement, including substantial time and cost savings, utilising proven Commerce One technology," said David Brown, business development director, of C1ME Limited, Commerce One Distributor Operations.



“All investors will be active users which is key to ensuring the success of the venture and bringing it immediate liquidity. We anticipate the e-marketplace being operative within two or three months with fully localised content,” continued Brown. CIKU Limited is the first of eight new regional e-marketplaces C1ME Ltd., Commerce One Distributor Operations, intends to invest in. The additional new e-marketplace operators are expected to be established in Saudi Arabia, Qatar, Egypt, Bahrain, the United Arab Emirates, the Levant and the Maghreb.



"Interest from investors was particularly strong in Kuwait, which led to this new company being established ahead of others," said Adnan Al Bahar, chairman and managing director, of Kuwait-headquartered The International Investor (TII), a premier regional investment bank headquartered in Kuwait and the world’s leading wholesale Islamic investment bank, which secured the strategic investors and investment structure of C1KU Limited. TII, which led the financing for the establishment of C1ME Ltd., Commerce One Distributor Operations, is also involved in arranging investment funding for the other new companies throughout the region.



"We went through a comprehensive selection process to identify the best partners for Kuwait and to establish the most effective investment consortium spread across a variety of sectors," added Al Bahar. "We believe we have achieved this with penetration in the telecoms, construction, I.T. and finance industries."



The C1KU Limited e-marketplace will be connected to the Commerce One Global Trading Web™, the world’s largest business-to-business trading community. "Global Trading Web participation will offer all Kuwait companies, irrespective of size, the full advantages of electronic trading on a global scale," said Brown. "The Kuwait e-marketplace, we believe, will help increase efficiencies for businesses in the country and will make it easier for them to connect to worldwide business partners and move their business commerce onto the Internet."



The Kuwait e-marketplace is expected to cover all stages of a business transaction between purchasers and suppliers, such as order to payment, catalogue management and consultation, order approval processing, delivery and invoicing as well as on-line auctions and tender offers.



"By being able to buy smarter and cut procurement cycle time scales, suppliers have the opportunity to reduce inventories, resulting in increased margins and improved bottom lines," said Brown.



About C1ME Limitedtd., Commerce One Distributor Operations
C1ME Ltd. is Commerce One’s sole distributor in the Middle East and is independently owned and operated. Based out of Dubai, United Arab Emirates, C1ME Ltd., Commerce One Middle EastDistributor Operations covers Algeria, Bahrain, Egypt, Jordan, Kuwait, Lebanon, Morocco, Oman, Qatar, Saudi Arabia, Tunisia, Turkey, United Arab Emirates and Yemen. C1ME Ltd.ommerce One Middle East can be reached by phone at [phone].



http://www.commerceone.com/news/other/kuwait.html

-----------
eine nette ente bei diesem link:
c1 hat keine ahnung von zahlen. 18 januar wird desaster!
argument: titel des textes "nine majors ..."
dagegen name des fensters: "eight majors"
ooooops

[DimStar]

Mega-Exchange-Hammer-News:
GLOBALNETXCHANGE AND TRANSORA FORM JOINT ENTERPRISE TO ENABLE INTER-EXCHANGE COMMUNICATION

http://www.transora.com/en/press/MegahubEngPR.jhtml

Transora läuft auf Ariba/i2, GNX auf Oracle. Vielleicht geht CPGMarket (SAP) ja auch noch mit. Jedenfalls müssen die gemeinsamen Technologielieferanten neu bestimmt werden.

[gooodi]

hallo,

ja, dahin geht es. weitere bündnisse werden folgen. die einzelnen plattformen verschmelzen am ende zu einem sogenannten businessweb. aber das es so schnell geht ?
das wird die umsätze nach oben treiben.

mfg.goodi

[SteffenP]

http://www.upside.com/Ebiz/3a5baf9717_yahoo.html

Trading exchange e2open has design for collaboration
January 10, 2001 12:00 AM PT
by Adam Feuerstein



Business-to-business marketplace e2open will announce a new service today that allows electronics manufacturers to reduce the time and cost of designing new parts and products.

E2open will build out private, secure "rooms" within its public marketplace where electronic manufacturers and their suppliers will meet online to exchange ideas, mark up blueprints and otherwise design new products. This Web-based design collaboration is meant to reduce the need for costly and time-consuming phone calls, faxes or in-person meetings.


Ariba (ARBA) and MatrixOne (MONE) are teaming up to provide the software and technology for the new service, which will be launched during the second quarter.


"Providing the tools for Web-based design collaboration is a great way for us to demonstrate the value of our marketplace to the electronics industry," says Mark Holman, e2open`s CEO. "Other marketplaces have talked about collaboration, but we`re the first to demonstrate that it can be done."


Well, maybe. Covisint, the automotive trading exchange, has embarked on a similar plan with Commerce One (CMRC) and Nexprise, a privately held MatrixOne competitor.


E2open was formed in June and is backed by 10 of the largest players in the electronics and computer industry, including IBM (IBM), Lucent (LU), Solectron (SLR) and Nortel Networks (NT). The "Alliance" -- the partnership between IBM, Ariba and i2 Technologies (ITWO) -- is building e2open`s marketplace backbone.


Today`s announcement is the first customer win for a separate partnership between Ariba and MatrixOne, forged six months ago. The goal was to find ways to tie together the Web-based collaborative design software of MatrixOne with Ariba`s procurement and marketplace software.


The connection is important, says MatrixOne CEO Mark O`Connell, because the best results come when companies can collaborate early with suppliers to not only talk design, but sourcing, price and production issues as well.


"We`re giving companies the ability to move seamlessly from design to transaction," he says.


It`s been a good week for MatrixOne and its recently announced b-to-b marketplace strategy. In addition to the e2open win, the company said Monday that it was building a private Web-based collaborative design system for Johnson Controls (JCI), a large automotive supplier.

[Softliner]

Frage zur INTER-EXCHANGE COMMUNICATION zwischen GLOBALNETXCHANGE AND TRANSORA:

Bisher war ich der Auffassung, dass sich die CMRC-Exchanges durch ihr "offenes System" von der Konkurrenz abheben, will heissen, dass sie sowohl untereinander (Global Trading Web) als auch mit Plattformen anderer Betreiber kommunizieren können, Konkurrenzplattformen jedoch nicht mit CMRC-Exchanges.

Wenn ich die Meldung von DimStar jedoch richtig interpretiere, dann ist eine Kommunikation zwischen den o.g. beiden Exchanges möglich, obwohl unterschiedliche Betreiber und wohl auch unterschiedliche Systeme.

Wie unterscheidet sich dann das "offene System" von CMRC?

Kann mich hierüber bitte jemand aufklären?

Danke + Gruss

Softliner

[Neon2001]

Hallo alle zusammen.

Ich bin mal wieder einer von diesen passiven Mitlesern, und vor allem interessiere ich mich für C1, da mein Depot zu fast 75% aus C1 Aktien besteht.
Mein durchschnittlicher Einstiegskurs lieg bei 37€, was ja eigentlich noch ganz gut ist, wenn man bedenkt, dass ich vor fast einem Jahr gekauft habe.
Meine Frage ist nun, ob es sich lohnt, jetzt schon nachzukaufen, oder ob man lieber noch warten sollte, bis die Kurse eventuell noch weiter nachgeben.
Ausserdem wäre ich sehr dankbar, wenn ihr mir vielleicht langfristige Prognosen sagen könntet.

Ich sage schon einmal vielen Dank im Vorraus.

Gruss

Neon2001

[gooodi]

für mich gibt es nur eins. wer noch nicht investiert ist:
klarer kauf. wenigstens mit der hälfte deines dafür vorgesehenen geldes. evtl. dann die zahlen abwarten.
ich bin zu 100 prozent drin. der markt hat die schreckensszenarien verarbeitet. es wollen wieder mehr rein als raus. wer raus wollte, der ist auch drausen. drin waren jetzt nur noch die ganz harten. gefahr lauert nur von schlechten zahlen. denke aber, cmrc wird mehr als überzeugen können. langfristig sind diese kurse wahre geschenke. ein crash hat auch sein gutes.

mfg.goodi

[Singha]

Vorsicht, die 15 Dollar kommen noch.

[Eboerse]

Hi Softliner
Transora und GNX wollen untereinander kommunizieren/ verbunden werden.
Ist im Prinzip auch ein offenes System.
Ich sehe den Unterschied aber darin,das alle Exchanges von Commerce One oder SAP miteinander verbunden b.z.w- kommunizieren können ,soweit es der Gesetzgeber zuläßt.
Es liegt an der entsprechenden Software die für Kunden vorhanden ist und bei Bedarf Lizensiert werden kann.
Dies ermöglicht die Buysite.
Das ist die offene Struktur des GTW.
Egal ob vertikale oder horizontale Marktpläze.
Es können also einmal A,B und C-Güter über ein System abgewickelt werden und das länderübergreifend.
Der Trend deutet ohnehin auf ein Zusammenwachsen von branchenspezifischen(Vertikale Marktplätze) und horizontale Marktplätze wie es sich jetzt auch durch die Ankündigung von Transora und GNX verdeutlicht.
Der bekanteste horizontale Marktplatz ist für mich das GTW. oder komischerweise Vertikal Net.
Vertikale sind z.B Chemdex,Neofarmer.
Das Plattformen von Commerce One auch mit allen möglichen anderen Marktplätzen kommunizieren können stimmt nicht.
Nur innerhalb des GTW oder mit Marktplätzen von SAP b.z.w SAP markets.
Soweit ist es noch nicht,dazu sind die Systeme und die Computerprotokolle zu unterschiedlich und eine Lösung für dieses Problem gibt es noch nicht.
UDDI bringt dem ein Stück näher sollte es erfolgreich entwickelt werden.
Orakel hat sich übrigens jetzt auch an UDDI beteiligt.

[SteffenP]

Wednesday January 10, 12:01 pm Eastern Time
Press Release
SAPMarkets and Commerce One to Power Plasticsgrid E-Procurement Solution for the European Plastics Market
Swedish-Based Plasticsgrid Will Meet the Growing Demand for E-Commerce In European Plastics Market and Reduce Costs for Buyers and Sellers
PALO ALTO, Calif.--(BUSINESS WIRE)--Jan. 10, 2001-- Plasticsgrid today announced that it has selected the Enterprise Buyer solution from SAPMarkets, the SAP AG (NYSE:SAP - news) subsidiary dedicated to creating and powering globally interconnected business-to-business marketplaces, and Commerce One (Nasdaq:CMRC - news), the leader in global e-commerce solutions for business.

Plasticsgrid plans to offer hosted e-procurement services and solutions that are tailored to the specific needs of the European plastics industry. Plasticsgrid online solutions will enable participating companies to create electronic catalog, ordering and procurement systems. This will allow them to capture significant savings from all areas of operating resources and translate these savings directly to the bottom line.

According to an analyst report from Kline & Co., one fourth of all plastics e-commerce will take place via electronic marketplaces before the end of 2003. The total value transacted is expected to be in excess of 45 billion euros.

``With approximately 20,000 companies involved in producing plastic parts for the automotive, electronics, packaging, building and construction industries, the European plastics industry is today in an excellent position to benefit from best practices and proven e-business solutions,`` said Carl Hall, CEO of Plasticsgrid. ``By using robust and powerful products from SAPMarkets and Commerce One, we believe we can provide state-of-the-art services and a secure and long-term solution.``

Plasticsgrid plans to support the needs of the plastics market through online requisitioning and ordering from electronic catalogs. Buyers will have negotiated prices as well as list prices in personal catalogs. Features of the solution include scaled pricing and delivery time indicators, order templates, reporting workflow, messaging and online order status.

``Plasticsgrid recognizes the high demand for an e-marketplace that can bring the benefits of e-commerce to the plastics industry,`` said Paul Taylor, vice president and general manager of EMEA Operations for Commerce One. ``We are pleased that Commerce One and SAPMarkets are part of this effort.``

As the first step in a phased process to roll out the offering across Europe, Plasticsgrid launched its hosted e-procurement offering on Nov. 30, 2000. The pilot project is being conducted with a reference group of 15 plastics processors and four suppliers in Sweden and will end in the first quarter of 2001. Plasticsgrid plans to add value to participants by drawing from the extensive industry expertise of Chairman Uwe Wascher, formerly CEO for GE Plastics Europe, and Goran Bennich, formerly managing director of Polymerland Europe. The company expects to provide enhanced value by deploying more of the joint solutions from SAPMarkets and Commerce One throughout 2001.

``Plasticsgrid provides SAPMarkets and Commerce One with yet another opportunity to demonstrate the strategic value of our alliance and the superiority of our joint solution,`` said Bernd-Uwe Pagel, managing director of SAPMarkets Europe. ``Given the potential size and value of its e-marketplace, Plasticsgrid needed a solution that could scale to those needs. We can offer this, as well as the industry knowledge to make this a valuable business tool for the plastics industry.``

About SAPMarkets and Commerce One

In June 2000, SAPMarkets and Commerce One announced the teaming of Commerce One`s leading e-marketplace infrastructure and B2B solutions with top-rated mySAP.com(TM) 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 and 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 in Europe by phone at [phone] or via the Internet at http://www.commerceone.com. SAPMarkets, based in Palo Alto, Calif., can be found at http://www.sapmarkets.com. More information on SAP can be found at http://www.sap.com.

About Plasticsgrid

Plasticsgrid is an unbiased provider of hosted e-procurement and e-selling solutions for the European plastics industry. Through its Web-based commerce portal it connects suppliers and buyers, which allows them to handle all sales and purchasing activities electronically. Plasticsgrid is built together with Commerce One and SAP, which both are leading providers of e-business software solutions.

Plasticsgrid was established in early 2000 and headquartered in Stockholm, Sweden. Sales offices are established in the UK, Holland and Belgium. Additional information is available at www.plasticsgrid.com

SAPMarkets Inc. is a wholly owned subsidiary of SAP AG. This press release contains forward-looking statements based on beliefs of SAP management. Any statements contained in this press release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. The words ``anticipate,`` ``believe,`` ``estimate,`` ``expect,`` ``intend,`` ``may,`` ``plan,`` ``project,`` ``should`` and ``will`` and similar expressions as they relate to SAP are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of SAP, and all forward-looking statements are subject to various risks and uncertainties that could cause results to differ materially from expectations. The factors that could affect future SAP financial results are discussed more fully in SAP filings with the U.S. Securities and Exchange Commission (the ``SEC``), including the SAP Annual Report on Form 20-F for 1999 filed with the SEC on April 7, 2000. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates. SAP undertakes no obligation to publicly update or revise any forward-looking statements.

Copyright (c) 2000 SAP AG

SAP and mySAP.com are trademarks or registered trademarks of SAP AG. Enterprise Buyer is a joint trademark of SAPMarkets, Inc., and Commerce One Inc.

[SteffenP]

Earnings preview: business-to-business stocks
January 10, 2001 07:45 AM PT
by Adam Feuerstein


Business-to-business companies are mostly expected to meet or slightly exceed Wall Street estimates when they report financial results over the next two weeks.

Big deal.


The real story will be told after analysts read the tea leaves to divine the outlook for companies like Ariba (ARBA) and Commerce One (CMRC) well into 2001.


"I think we all expect these companies to beat our expectations for the fourth quarter," says Bob Fontana, an analyst with Wachovia Securities. "I`m waiting to see how much upside guidance we`re going to get for 2001."


Tough crowd, but that`s life on the Nasdaq these days, especially in the battered and tattered b-to-b sector. Ariba is down 63 percent over the past 52 weeks, Commerce One is down 80 percent. And let`s not even talk about companies like VerticalNet (VERT), down a whopping 94 percent.


It`s going to take a jaw-dropping performance in the fourth quarter for any of these companies to push their stocks significantly higher. But fears over an IT spending slowdown and other issues make that unlikely.


"In the environment we have today, it`s hard to envision most of these companies pushing estimates up in a material way," says Fontana.


The envelope, please…


Ariba is expected to earn 2 cents per share on revenue of about $156 million for its first fiscal quarter of 2001, according to consensus estimates gathered by First Call/Thomson Financial. If Ariba meets its target Thursday, it will become the first of the "new" crop of b-to-b software firms to emerge with a quarterly profit.


Commerce One is expected to lose 7 cents a share on revenue of around $175 million.


Other noteworthy b-to-b stocks and their consensus estimates include PurchasePro (PPRO) (net loss of 1 cent a share), FreeMarkets (FMKT) (net loss of 31 cents a share) and i2 Technologies (ITWO) (profit of 8 cents per share.)


The issues



Revenue growth is slowing: No surprise here. After all, companies can`t be expected to grow 100 percent quarter over quarter forever. Ariba should post revenue growth of about 13 percent in the fourth quarter, compared with 67 percent after the third quarter. Commerce One is expected to post 17 percent revenue growth next week, compared with 41 percent after the third quarter.

The only company likely to maintain turbo-charged growth rates is PurchasePro. Consensus estimates call for the company to ring up sales of $24 million in the fourth quarter (at least one analyst has them reporting $30 million in revenue). At those levels, PurchasePro will be able to report revenue growth of between 40 percent and 75 percent.



Dotcom damage? Independent Net markets have been a great source of revenue for marketplace software companies. But many of these dotcom marketplaces are going belly up, which could hurt companies like Ariba, Commerce One, VerticalNet and PurchasePro.

In a research note published last week, Patrick Walravens of Lehman Brothers found that 17 of 101 Ariba marketplace customers appeared to be no longer using the software for a variety of reasons. The impact of any dotcom slowdown on b-to-b software companies will depend on how quickly they were paid, and on what terms.



New customers: How many new customers did b-to-b companies add to their roster in the fourth quarter? Ariba added 114 new customers in the third quarter, Commerce One: 96. Can they match or beat those numbers in the fourth quarter?

Over at PurchasePro, pay attention to the number of new marketplace deals the company signs up for its Web-hosted software. In the third quarter, the company added 22 marketplaces, but the numbers were cast in some doubt because of accounting problems with some of its resellers.



Price pressure: Some of this software costs a bundle, upwards of $1 million and more for Ariba and Commerce One. But in the past quarter, several upstart competitors like elcom (ELCO), Idapta and Rightworks have tried to win business by offering big discounts on their products. And in several cases, they`ve beaten the big boys to the deal. Look to see if Ariba and Commerce One have been forced to drop prices.

[DimStar]

@ Softliner

Dieses Global Trading Web ist nicht mehr als ein Marketinggag. Ariba nennt ihren Gag Ariba Network. Als wenn eine einzelne Firma das Welthandelsvolumen in einem Paralleluniversum systematisieren könnte ...
Jede Exchange wird mit jeder anderen kommunizieren können, genauso jede procurement-software mit jedem backendsystem. Das Frage ist, ob sich e-procurement wirklich als must-have für jedes Unternehmen durchsetzt und wer die meisten Lizenzen verkauft. dabei können Mega-Exchange-Kunden einen großen Marketingeffekt auslösen.

Grüsse

[Softliner]

Danke DimStar und Eboerse für Eure umfassenden Antworten.

@ DimStar darf ich speziell an Dich, dem total rationalen Anleger (so scheint es mir immer) noch eine Frage nachschieben, wo Du für Commerce One die grössten Risiken siehst, dass die Unternehmensvisionen nicht in Erfüllung gehen könnten.

Ich kann hin- und herüberlegen und komme immer wieder zum Ergebnis, dass bei DEN Voraussetzungen Commerce One zu einem Bigplayer werden MUSS.

- super Management
- super Produkt
- super Partner
- gigantischer Markt
- monopolähnliche Stellung, wenn Marktplatz aufgebaut

Danke für Deine Antwort (im voraus, damit ich den Thread nicht noch einmal durch ein neues Posting belasten muss)
+ Gruss

Softliner

[DimStar]

hallo

das hauptproblem ist m.E. ein technologisches. mit den zweistelligen Mrd-Bewertungen in 99+00 wurde vorweggenommen, daß C1 und Ariba die alleinigen Technologielieferanten für den künftig größten e-biz-softwaremarkt überhaupt sein werden. was sie allerdings nur in der hand hatten war software für den materialeinkauf. zum einen müssen sie in zukunft gewährleisten, daß auch zehntausende von transaktionen pro Stunde für ein unternehmen darüber steuerbar sein werden, wovon ich eigentlich ausgehe. dabei hat vor allem C1 mit SAP einen guten Partner und ein gemeinsames reales produkt. die bedeutendere erkenntnis ist aber wohl, daß unternehmen nicht nur diese procurement/auction-software benötigen, um beim einkauf für produktionsmaterial zu partizipieren, sondern auch supply-chain-management-, design-collaboration-, web-content-management-software und auch abgesehen von herkömmlicher business-software vieles mehr. genau diese produkte können C1 + Ariba nicht anbieten sondern brauchen einige Zeit zur Entwicklung oder geeignete Akquisitionskandidaten. C1 scheint vorerst nicht in diesen Markt eintreten zu wollen, weil sie zunächst mit SAP stark werden wollen. Ariba steht gerüchteweise vor einem Kauf von Adexa, einer ganz feinen firma wie ich finde, die eigentlich auch schon seit monaten an die börse wollte. Die haben z.b. schon mit GM einen design-collaboration-Vertrag gemacht, vielleicht genauso bedeutend wie der mit C1, nur ohne jegliche Aufregung in der Presse. Der Markt antizipiert nun unter anderem eben, daß z.b. Ariba noch einige Millionen neuer Aktien an Akquisitionskandidaten herausgeben müsste, um wirklich einmal die Umsätze erzielen zu können, die die immer noch hohe Bewertung untermauern könnte. Die Kunden werden für die simple procurement-software von Ariba jedenfalls in 5 oder 6 Jahren wohl keine 10 Mrd $ hergeben. Und bei womöglich erhöhter Aktienzahl ist die Einzelaktie eben weniger wert.

trotz allem habe ich aber meine long-position in C1 behalten. denn in vielleicht 10 Jahren werden die meisten großen b2b-softwarefirmen geeignete pakete haben, während die ganzen e-procurement-lizenzen längst installiert sind. woran werden sich dann die it-einkaufschefs orientieren ? werden sie zunächst in den SAP-Katalog schauen ? oder in den von oracle oder von msft ? ich glaube, daß die e-procurement-seite dann ein sehr zentraler und geschäftskritischer punkt in jedem haus sein wird und daß sich neue installationsvorhaben dem anpassen müssen und weniger an dem erp- oder datenbanksystem. wenn sich dies ändert, verkaufen nicht mehr SAP oder Oracle die regelmäßigen updates sondern C1 und Ariba.

trotzdem ärgere ich mich natürlich auch, daß ich zu hohe preise für die langfristanlage bezahlt habe.

[SteffenP]

http://www.upside.com/Ebiz/3a54dd4845_yahoo.html

Q&A with Keith Krach, Ariba`s CEO
January 11, 2001 12:00 AM PT
by John F. Ince



From the February 2001 issue of UPSIDE magazine

As chairman, CEO, and co-founder of Ariba (ARBA), Keith Krach is responsible for the management and strategic direction of the company. Under his leadership, Ariba has experienced tremendous growth quarter after quarter and has increased its employee base to more than 1,600 worldwide in just over three years.




Keith Krach


Under Krach`s leadership, Ariba was named among the Hot 100 Companies of 1999 by UPSIDE magazine and a 1998 Top 10 entrepreneur by Red Herring. Prior to co-founding Ariba in 1996, Krach was chief operating officer of Rasna Corporation, a mechanical, computer-aided design-automation software company. Krach also brings 10 years of experience from General Motors (GM), where he was vice president and general manager of GMF Robotics. He holds a B.S. in industrial engineering from Purdue University and an MBA from Harvard University.


UPSIDE: Do you think that the Internet has opened up more avenues toward collaboration than existed before?


Krach: In this industry, it`s all about bringing value to your customers and what your customers are demanding in terms of a solution. So partnering with the best companies in the market is vital to success and customer satisfaction. When you look at the booming b-to-b market, no single company is capable of providing a full range of solutions. The space is so large, and the demands are so pressing, that only a broad alliance of technology leaders can deliver a true end-to-end solution. Not only are there more opportunities to collaborate, there is the absolute necessity to do so.


U: What are the key elements of a successful collaboration?


K: With collaboration, we believe that interoperability and standards are key issues for a frictionless relationship with customers and partners and for e-commerce in general. This was clearly evidenced in our bringing together IBM (IBM) and Microsoft (MSFT) for the first time in 10 years to announce a new effort to standardize more of the inner workings of b-to-b e-commerce -- UDDI, universal description, discovery and integration. Essentially, we are creating a standard Yellow Pages directory for all businesses, of all sizes, so they can take part in this revolution to find viable trading partners throughout the globe.


U: On a more general level, would you say that collaboration has become an important element in executing strategy for Internet firms?


K: B-to-b e-commerce is bigger than any one company. No one can do this alone. … Ariba has established important business relationships with leading systems integrators, e-commerce-solution providers, software providers, hardware vendors and application service providers.


U: Has it become more important since the advent of the Internet?


K: The Internet has not only made collaboration more important, but it has also made it more effective. The Internet has created amazing global advances in commerce, and Ariba capitalizes on the strengths of our partners to encourage further development. For example, we recently partnered with Softbank, one of the largest b-to-b e-commerce companies in Japan. Together, Softbank and Ariba will create 10 vertical exchanges in the Japanese market that will serve major Japanese industries, helping make b-to-b e-commerce truly global.


U: In your experience with the CEOs you deal with, would you say there is such a thing as a "collaborative personality"? If so, can you describe the collaborative personality?


In an industry that moves this fast, it`s all about leadership. If there is such a thing as a collaborative personality, it is a CEO who is prepared to work with others in the industry to lead his or her company into the next evolution of e-commerce. … If I had to specifically describe the components of the collaborative personality, I would say that the individual in question must be trustworthy, reliable, open to discussion and change, and hardworking. Deep relationships require the commitment and focus of everyone involved. Collaboration is hard work, but the results are apparent.


U: How important to the success of collaboration are the personalities involved?


K: I would say that the personalities involved are very important, but it is more than just the personality of the CEO. The collaborative personality needs to have a trickle-down effect and become imprinted on the company as a whole. … The collaborative personality then becomes a way of life, part of the corporate culture.


U: How about the corporate cultures? How important is it for corporate cultures to mesh well in a collaborative relationship?


K: Corporate culture can be very significant to the success or failure of a partnership. For example, at Ariba, we`re obsessed with customer satisfaction. One of the things we have is what we call our playbook. It`s our vision, our mission, our values, our team rules, long-term goals. It means more than just having "happy customers." It`s being able to go out there and quantifiably measure that success. The success of our early customers, such as Chevron (CHV), FedEx (FDX) and Cisco (CSCO) validates Ariba`s e-commerce platform and is driving many other companies to pursue b-to-b e-commerce strategies that include e-procurement and marketplace technology. For other companies, the philosophy may be different. But our partners understand their customers and work with us to ensure that our mutual customers receive the best technology solution there is.


U: What are some of the existing barriers toward collaboration?


K: For alliances between companies to be successful and deliver value, they must be integrated at every point across the companies, including product, sales and service. This process of integration can often present a barrier to true collaboration, as it can be hard for companies to give up sole control and share the driver`s seat.


U: What are the red flags for a partnership that won`t work?


K: Deep relationships require the commitment and focus of everyone involved. If these two elements are not properly in place and emphasized, the partnership can often hit some road bumps and even crack apart. Alliances in which partners fail to leverage each other`s strengths to develop a stronger solution set are headed for an uncertain future. The stability and future of a partnership ultimately depends on how well the partners work together for the common benefit of their customers.

[isaaacc]

von isaaacc 09.01.01 23:03:12 3812492892 COMMERCE ONE DEL. DL-,01

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

nuer link auf der c1 homepage:

NINE MAJOR ORGANISATIONS TO SPEARHEAD E-COMMERCE BUSINESS-TO-BUSINESS TRADING IN KUWAIT



Kuwait - January 9, 2001 – C1ME Limited, Commerce One Distributor Operations, the regional distributor for Commerce One, Inc. (NASDAQ:CMRC) in the Middle East, and -----seveneight ------ (original!)technically progressive private and public sector Kuwaiti organisations today established C1KU Limited, a Commerce One affiliate, with a mission to launch Kuwait’s first global Business-to Business (B2B) trading vehicle. The company will now spearhead the launch and operation of an e-marketplace (on-line exchange) for Kuwait., allowing buyers and sellers to buy from anyone, anywhere in the world.



-----------
eine nette ente bei diesem link:
c1 hat keine ahnung von zahlen. 18 januar wird desaster!
argument: titel des textes "nine majors ..."
dagegen name des fensters: "eight majors"
ooooops


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

das war mein posting von gestern.

heute schaue ich auf die c1 seite und ------

mann, die koennen nicht mit zahlen!!!



Six Majors Form Commerce One Kuwait

New Company to Spearhead B2b Trading in Kuwait


January 9, 2001 - C1ME Limited, Commerce One Distributor Operations, the regional distributor for Commerce One Inc., (NASDAQ:CMRC) in the Middle East, and five technically progressive private Kuwaiti organisations today established C1KT Limited, a Commerce One affiliate, with a mission to launch Kuwait`s first global Business-to-Business (B2B) trading vehicle.

The company will now spearhead the launch and operation of an e-marketplace (on-line exchange) for Kuwait.

C1KT Limited investors include: Mr Naser Mohammad Naser Al Sayer; Saud Abdulaziz Abdulmouhsin Al-Rashid and Brothers Company, part of Kuwait`s Al-Rashid Group specialising in contracting, industry and services, the Arabesque Systems Company, the Arab Financial Company For The Registration of Intellectual Property and Electronic Trading (AICRIPET); the Gulf Company for Trading Over The Internet (OurGulf.com) and C1ME Limited, Commerce One Distributor Operations.

"We believe C1KT will make e-procurement a reality in Kuwait and bring users all the advantages of e-procurement, including substantial time and cost savings, utilising proven Commerce One technology," said David Brown, Business Development Director of C1ME Limited, Commerce One Distributor Operations.

"All investors will be active users which is key to ensuring the success of the venture and bringing it immediate liquidity. We anticipate the e-marketplace being operative within two or three months with fully localised content."

C1KT Limited is the first of eight new regional e-marketplaces C1ME Ltd., Commerce One Distributor Operations, intends to invest in. The additional new e-marketplace operators are expected to be established in Saudi Arabia, Qatar, Egypt, Bahrain, the United Arab Emirates, the Levant and the Maghreb.

"Interest from investors was particularly strong in Kuwait, which led to this new company being established ahead of others," said Adnan Al Bahar, Chairman and Managing Director, of The International Investor (TII), a premier regional investment bank headquartered in Kuwait and the world`s leading wholesale Islamic investment bank, which secured the strategic investors and investment structure of C1KT. TII, which led the financing for the establishment of C1ME Ltd., Commerce One Distributor Operations, is also involved in arranging investment funding for the other new companies throughout the region.

"We went through a comprehensive selection process to identify the best partners for Kuwait and to establish the most effective investment consortium spread across a variety of sectors," added Al Bahar.

"We believe we have achieved this with penetration in the construction, general industry, services, I.T. and finance industries."

The C1KT Limited e-marketplace will be connected to the Commerce One Global Trading Web™, the world`s largest business-to-business trading community.

"Global Trading Web participation will offer all Kuwait companies, irrespective of size, the full advantages of electronic trading on a global scale," said Brown. "The Kuwait e-marketplace, we believe, will help increase efficiencies for businesses in the country and will make it easier for them to connect to worldwide business partners and move their business commerce onto the Internet."

The Kuwait e-marketplace is expected to cover all stages of a business transaction between purchasers and suppliers, such as order to payment, catalogue management and consultation, order approval processing, delivery and invoicing as well as on-line auctions and tender offers.

"By being able to buy smarter and cut procurement cycle time scales, suppliers have the opportunity to reduce inventories, resulting in increased margins and improved bottom lines," said Brown.

[SteffenP]

http://www.upside.com/Ebiz/3a5e5f79218_yahoo.html

Ariba beats Street, but road ahead looks bumpy
January 12, 2001 12:00 AM PT
by Adam Feuerstein


Did Ariba (ARBA) just turn in another outstanding quarter, or was it a harbinger of slower and more challenging times ahead?

At first glance, the b-to-b bellwether turned in another in a long string of "beat the Street" quarters. Ariba earned 5 cents a share, minus certain expenses, on $170 million in revenue for its fiscal first quarter of 2001 -- topping consensus estimates on both counts.


Ariba is now the first of the new crop of b-to-b software companies to post a quarterly operating profit.


And unlike other technology companies that have forecast a gloomy year ahead, confident Ariba executives guided analysts slightly higher than previous estimates. Revenue for fiscal year 2001 is expected to reach $780 million to $790 million, with earnings reaching 25 to 26 cents a share.


No longer white-hot


But make no mistake about it, Ariba is no longer a white-hot software company. Growth is slowing dramatically. The company has become much more guarded about its financial results, and a big change to its accounting procedures has analysts puzzled.


In short, investors looking for analysts to ignite big pop in the company`s stock price as a result of Thursday`s earnings likely will walk away disappointed.


Ariba was up 8 percent to $43.38 ahead of earnings Thursday, but shares fell in after-hours trading.


"On a fundamental level, Ariba`s results were perfectly respectable for a large-cap software company," says Pat Walravens, Lehman Brothers` b-to-b analyst, who rates the stock a "neutral."


"But this is a company that has posted sequential growth rates of 100 percent and 67 percent, respectively, over the last two quarters," he adds. "This quarter`s growth rate was 26 percent -- you can`t ignore that."


And those growth rates are slowing still. Ariba executives told analysts on its conference call to expect fiscal second-quarter revenue of $180 million to $185 million. That`s just 6 percent to 8 percent growth from today`s results.


Given the rash of companies issuing earnings warnings these days, investors and analysts should be popping the champagne when a company actually issues a positive forecast. But new Ariba CFO Bob Calderoni acted like a teetotaler at a stag party when he informed analysts that the company was changing the way it negotiates contracts with customers.


Accounting tricks?


The change has led several analysts to speculate that Ariba is using accounting to make up for slowing sales.


Ariba, like most software firms, typically sells customers a lifetime license for its product for a large, one-time fee. That fee is typically recorded as revenue over a 12-month period.


But today, Ariba said it was switching to what it called term-based contracts, which means that customers pay a slightly smaller fee for a three-year license to the software. After the three years are up, Ariba will try to re-sign the customer, insuring another recurring revenue stream for the company.


Here`s the kicker: Ariba will now record all its revenue from these term contracts up front, and not over 12 months.
If Ariba is going to recognize revenue up front instead of over four quarters, you should expect revenue projections to go through the roof, but that`s not happening," says Jon Ekoniak, a b-to-b analyst with U.S. Bancorp Piper Jaffray. "This leads me to believe that the Ariba machine is slowing down more than we expected."

Ariba executives were not available for comment, but their conference-call spiel was nothing but upbeat.


CEO Keith Krach and President Larry Mueller both stressed that fears over an IT spending slowdown and the large number of failures among dotcom b-to-b marketplaces were having no effect whatsoever on Ariba`s operations.


"We are at the top of the list for corporate IT spending," said Mueller, adding that large companies realize they can save millions of dollars by using Ariba software.


"If anything, our biggest challenge is simply keeping up with [customer] demand," he added.


Reliance on i2


Ariba, however, did not disclose the number of new customers it won in the fiscal first quarter. Reflecting a more conservative stance than his predecessor, Ed Kinsey, CFO Calderoni would say only that Ariba beat last quarter`s results, when it signed 114 new customers.


Calderoni also refused to answer directly analysts questions about Ariba`s allowance for doubtful accounts, which tracks sales the company has made to customers, but believes it may have a hard time collecting. Calderoni, in fact, got downright prickly with this line of questioning, refusing to disclose a first quarter number.


On a more positive note, Ariba took steps to address one of its major shortcomings -- its reliance on a partnership with i2 Technologies (ITWO) to meet the needs of customers who want to do more than just use the Net to purchase goods from suppliers.


Mueller said during the next quarter, Ariba will roll out new applications that will allow companies to collaborate with partners over the Web in real time. For instance, a company may want to share product demand, inventory levels or production schedules.


Until now, this was the sole domain of i2, but Mueller made it clear that Ariba would be able to offer these products on its own soon.


However, Mueller offered few details and would not say whether Ariba was developing these new applications internally or whether the company was getting ready to pull the trigger on an acquisition. Speculation in the market has buzzed around a possible merger deal between Ariba and Adexa, a privately held supply chain software maker.


A lot of questions


So, Ariba pulled off another quarter of better than expected results, but it left unanswered a lot of questions about its future growth prospects. For analysts taking a harder look at the company, especially its historically expensive stock, today`s results give little reason to cheer.


"I think it was fiscally prudent for Ariba to keep its guidance in relative check, especially after jacking it up significantly over the past few quarters," says David Mahoney of Wit SoundView. "But at the same time, it makes me feel a lot more comfortable about my `hold` rating. This is a company with some potential growth issues."

[Spanischer_Hund]

Jan 12,2001


Six Thai Companies to Form
Business-to-Business Venture
By Umesh Pandey
Staff Reporter of The Wall Street Journal

BANGKOK, Thailand -- Six leading Thai companies are forming a business-to-business Internet procurement site that could help save them billions of baht a year.

Four of the companies are the largest in their fields in Thailand: industrial conglomerate Siam Cement PCL, agri-business giant Charoen Pokphand Group, commercial bank Bangkok Bank PCL, and private fixed-line telephone operator TelecomAsia PCL. United Communication Industry PCL and Siam Commercial Bank PCL are the other companies in the new business-to-business joint venture.

The companies hope the B-to-B site will cut their collective 90 billion baht ($2.08 billion) annual outlay for purchases of so-called indirect goods and services. Indirect goods and services aren`t used directly in the production process; they include items such as computer equipment, office equipment and supplies, paper and nonproduction-related services.

Asia Freewill Ltd. -- an Internet management concern that will set up and manage the B-to-B site for the Thai companies -- estimates that Thailand`s market for indirect goods and services is about 500 billion baht a year.

"Just a fraction of this amount [500 billion baht] is more than enough to make it [the new company] viable," said Subhasiddhi Jumbala, chief financial officer of Asia Freewill. He declined to predict revenue or profit figures for the venture, but he said the company should be operating by May. By then, suppliers for the six partners are expected to be equipped to use the new B-to-B site, which will use software developed by U.S.-based Commerce One Inc.

Setting up the new company will cost about 500 million baht, according to Supachai Chearavanont, president and chief executive officer of TelecomAsia PCL. He said TelecomAsia will provide the infrastructure for the venture. He expects the companies in the partnership to save 3% to 5% each on annual procurement costs. Charoen Pokphand Group is a major shareholder in TelecomAsia.

To date, electronic procurement hasn`t really taken off in Thailand and very few companies are using the method.

"The venture should be successful, as this is the first Thai e-procurement company for indirect goods," said Mikael Olausson, Internet analyst at Indosuez W.I. Carr Securities in Thailand. He said the size of the companies involved in the partnership should make the new B-2-B concern viable.

[DimStar]

Wall Street Transcript publishes interview with CFO of Commerce One, Inc.
Growth Conference IssuePETER PERVERE is CFO of Commerce One, Inc.

http://123jump.com/q.htm?storyhtml=1008012x0941.html&t=CMRC&…

[Forsyth]

Hi Leute

15.01.2001
Commerce One übergewichten
Aktienservice Research


Die Analysten von Aktienservice Research empfehlen derzeit die Aktien von Commerce One (WKN 924107) überzugewichten.

Einer der von Aktienservice Research favorisierten Werte in Erwartung einer bevorstehenden Erholung des Gesamtmarktes sei Commerce One. So habe Commerce One Ende September noch bei 80 US-Dollar notiert und somit binnen rund 3,5 Monaten bis auf 21 US-Dollar verloren, wobei die Tiefs bei 19 US-Dollar bereits überwunden worden seien. Dieser Kursverlust sei in keiner Weise auf fundamentale Ursachen zurückzuführen, sondern ausschließlich auf markttechnische. Solche Titel würden von einer Erholungsphase des Gesamtmarktes erfahrungsgemäss besonders stark profitieren.

Neben Ariba sei Commerce One der führende B2B-Anbieter. Die Geschäftsmodelle der beiden Marktführer würden sich jedoch grundsätzlich unterscheiden. Denn während Ariba durch Verkauf ihrer B2B-Software bis auf Service & Wartung vornehmlich auf schnelle Umsätze aus sei, verfolge Commerce One die langfristige Strategie, durch Beteiligung an den Umsätzen der über die Commerce-One-Software abgewickelten Transaktionen den sog. Rasierklingen-Effekt zu nutzen.

In strategischer Hinsicht sehe Aktienservice Research dabei leichte Vorteile für Commerce One. So dürfte Commerce One mittelfristig bei der Neukundengewinnung erfolgreicher sein, da die Einmal- und Anlaufkosten der Kunden geringer seien. Darüber hinaus stelle die Umsatzbeteiligung bei reifendem Wettbewerb eine relativ sichere Umsatz- und Ertragsquelle dar. Das Einnahme-Modell von Commerce One sei somit nach Einschätzung von Aktienservice Research langfristig zukunftsfähiger, wobei sich die Unterschiede erst in einigen Jahren manifestieren würden.

Am Dienstag werde Commerce One Zahlen veröffentlichen. Im letzten Quartal habe das Unternehmen geringere Verluste als erwartet sowie eine Umsatzsteigerung von 1.000% gegenüber dem Vorjahr ausweisen können. Eine positive Überraschung könne Aktienservice Research sich auch für das abgelaufene Quartal vorstellen, da auch Ariba erfreuliche Zahlen präsentiert habe. Dies könnte für Commerce One zunächst sozusagen die Initialzündung für die erwartete Erholungsphase bedeuten. Im Hinblick auf die Rentabilität liege das Unternehmen gut im Zeitplan und sei Ariba dicht auf den Fersen. Habe man den Breakeven bisher für das 4. Quartal 2001 erwartet, habe der Commerce-One-CEO verkündet, dass er mittlerweile davon ausgehe, den Breakeven bereits zum Ende des 2. Quartals 2001 zu erreichen. Das Kurz-Rating von Aktienservice Research lautet auf "übergewichten".



Gruß Forsyth

[Eboerse]

Sehr interessanter Bericht von Coca Cola,

vor allem,da Coca Cola das R/3 von SAP nutzt und dieses voll kompatible zur Commerce One Buysite ist.
Nach dem Artikel von Coca Cola,welche ja auch in der Kunden Liste von Transora aufgeführt sind,ist alles noch offen.

http://www.forbes.com/newswire/2001/01/08/rtr159148.html;$se…

UPDATE 1-Coke says no hard plans for e-marketplace
Reuters, 01.08.01, 5:39 PM ET


NEW YORK, Jan 8 (Reuters) - Coca-Cola Co. (nyse: KO), the world`s largest soft-drink company, on Monday said it had no set plans to launch its own electronic marketplace and called an article by BtoB magazine`s online edition about such plans "inaccurate."


"Absolutely no decisions have been made about this sort of thing," said Polly Howes, a spokeswoman for Coca-Cola North America. "We are evaluating our options on all kinds of exchanges, both public and private."


According to an article on BtoB`s Web site, the as yet unnamed venture would connect Coca-Cola`s Atlanta headquarters with the company`s independent bottlers and retail outlets and is set to launch by the end of 2001.


Howes told Reuters BtoB`s story was inaccurate.


Ellis Booker, editor of BtoB, said the magazine conducted two interviews with Coca-Cola and the company said it was building an electronic marketplace that would be up this year.


Booker said he had not received any calls from Coca-Cola that the story, posted on Monday, was inaccurate.


The hub would let Coca-Cola, U.S. bottlers and businesses such as supermarkets and fast-food chains share sales and promotion information online and speed up the ordering process, the article said.


The world`s largest bottler of Coca-Cola drinks is Atlanta- based Coca-Cola Enterprises Inc. (nyse: CCE). Coca-Cola Bottling Co. Consolidated (nasdaq: COKE) is the No. 2 bottler of Coca-Cola`s products in the United States, behind Coca-Cola Enterprises.


According to BtoB, Everett Darby, managing director of Coca-Cola`s eBusiness and eVentures, said a private electronic marketplace is just one of the business-to-business strategies the company`s executives are considering.


Other ideas include participation in Transora, the electronic marketplace for the consumer products industry, which Coca-Cola has a stake in, BtoB said.


According to the article, Darby said Coca-Cola is working with outside technology partners, but declined to name any of them.


Coca-Cola shares, which in the past year have traded between $42-15/16 and $66-7/8, ended the day up 15/16, or 1.63 percent, at $58-5/8.

[Shakes]

Monday January 15 4:06pm

Reliant Energy Begins Electronic Purchasing Via Pantellos

PR Newswire


/FROM PR NEWSWIRE DALLAS 888-776-3971/ [STK] REI CMRC [IN] OIL MLM CPR UTI [SU] -- WITH PHOTO -- TO BUSINESS AND ENERGY EDITORS:

Reliant Energy Begins Electronic Purchasing Via Pantellos

HOUSTON, Jan. 15 /PRNewswire/ -- Reliant Energy (NYSE: REI) announced today it has begun purchasing selected goods and services electronically through Pantellos, an independent Internet marketplace for the energy and utility industries.

Currently, Reliant Energy employees can electronically purchase goods ranging from cellular phones, office supplies and computer hardware and software to tools and supplies for electrical maintenance and repair activities. Plans call for quickly adopting additional suppliers into the system and expanding the offerings to include the full spectrum of goods and services used at the company, including sophisticated purchases of customized, engineered goods and services.

Formed in June 2000 by 21 leading North American energy and utility companies, Pantellos is a for-profit, on-line marketplace offering both buyers and suppliers supply chain management solutions and services. Reliant Energy expects to capitalize on Internet technology by using the Pantellos marketplace and to facilitate interaction, collaboration and more efficient exchange of information, goods and services with its suppliers.

Reliant Energy, PricewaterhouseCoopers and Commerce One (Nasdaq: CMRC) worked collaboratively to develop and implement the Commerce One Enterprise Buyer(tm) Desktop Edition application and integrate with the Pantellos marketplace in less than six months. This technology allows Reliant Energy to conduct transactions with both technically advanced and non-automated suppliers locally or across the globe. Together, Reliant Energy and PricewaterhouseCoopers adopted and trained Reliant Energy suppliers to participate in the Pantellos marketplace.

"Success for the Reliant Energy businesses means winning on many fronts," said Allan Schoeneberg, vice president of Shared Services for Reliant Energy. "With more than $1 billion in annual external, non-fuel expenses, there is certainly potential for a `win` on the supply chain front. Developing eProcurement competence is one of a number of tactics we`ve employed to improve performance across our entire supply chain, for us and our suppliers."

Reliant Energy has taken aggressive action to integrate the Internet into its business, including taking an active role in the formation of, and an equity stake in, Pantellos. The company`s year-old eBusiness group has implemented electronic bill payment and presentment and online customer service; launched a Web site to help busy consumers find household help at www.guidestreet.com; played an integral role in the formation of the IntercontinentalExchange; launched a personalized portal for large commercial and industrial customers at http://solutions.reliantenergy.com; and is working throughout the organization to help improve business processes through use of the Internet.

"We are very excited about the success that Pantellos and our iBuy eProcurement teams have achieved in such a short time frame," said Brian Landrum, vice president of eBusiness for Reliant Energy. "This is a major milestone in our continued effort to deliver practical and innovative solutions for Reliant Energy and the industry as a whole."

Reliant Energy, based in Houston, Texas, is an international energy services and energy delivery company with approximately $20 billion in annual revenue and assets totaling more than $28 billion. Reliant Energy has a wholesale energy trading and marketing business that ranks among the top five in the U.S. in combined electricity and natural gas volumes and has a presence in most of the major power regions in the U.S.

Reliant Energy also has power generation and wholesale trading and marketing operations in Western Europe. The company has more than 27,000 megawatts of power generation in operation in the U.S. and Western Europe and has announced acquisitions and development projects that will add nearly 4,000 megawatts. Reliant Energy has marketing and distribution operations serving nearly four million electricity and natural gas customers in the U.S. and a telecommunications business serving the Houston area. For more information about Reliant Energy, visit the company`s Web site at www.reliantenergy.com.

Pantellos is an independent online marketplace for the utility and energy services industries that brings buyers and suppliers together to improve the way they do business. Founded by 21 of the leading utility and energy companies in North America, Pantellos offers all members access to deep industry and supply chain expertise, a broad suite of supply chain solutions and leading-edge technologies. Pantellos is based in The Woodlands, Texas. For more information visit www.pantellos.com.

Source: Reliant Energy
Contact: Pat Hammond of Reliant Energy, 713-207-7723; or Deb Parker of Pantellos, 281-863-6767

[DimStar]

Chile: Banco de Chile and BCI created Internet company

Rene Lehuede, CEO at the Banco de Chile bank, claimed that he has not met any
Luksic director after the group acquired a 35% stake in the bank for US$541mil.
As for the possible merger between Banco de Chile and Banco Edwards, he claimed
that the issue will take time to be analyzed. Banco de Chile plans to invest
US$18mil this year. On the other hand, Banco de Chile and BCI created Artikos
Chile, which will develop e-commerce platforms. The 2 banks have already
invested US$9mil in Artikos Chile, which has formed alliances with Banamex and
Commerce One. Artikos is to generate US$300mil transactions within a year.

http://123jump.com/q.htm?storyhtml=1008014u5730.html&t=CMRC&…

[buckweiser]

16.01. 09:23
Weiterer Commerce One Marktplatz am Start
--------------------------------------------------------------------------------


Das internationale Energie Service und Vertriebsunternehmen Reliant Energy mit jährlichen Umsätzen in Höhe von $20 Mrd. verkündete die Aufnahme der Transaktionen auf dem Energie-Marktplatz Pantellos. Pantellos wurde im Juni 2000 von 21 führenden, globalen Energie-Unternehmen geformt und mit Hilfe von Commerce One und PricewaterhouseCoopers implementiert und betriebsfertig gemacht. Nun können Zulieferer und Angestellte vielfältige Produkte und Services anbieten und beschaffen. Weitere Energieunternehmen sollen so schnell wie möglich ebenfalls in die Transaktionen eingebunden werden.

Brian Landrum, Vice President eBusiness von Reliant Energy, ist besonders von der kurzen Implementationszeit von Vertragsschluss bis zur Betriebsaufnahme beeindruckt und ist von Nutzen der handelsplattform an vielen Fronten überzeugt.

© BörseGo.de

[SteffenP]

http://www.upside.com/Adam_Feuerstein/3a63528910_yahoo.html


Everything you ever wanted to know about b-to-b...
January 16, 2001 12:00 AM PT



What I think I know about the b-to-b sector:


Ariba (ARBA) has a lot of work ahead to reassure investors and analysts that all is well with the b-to-b e-commerce bellwether. First item of business -- queue up a replay of its quarterly conference call. If Ariba executives listen with an objective ear, they will hear a lot of sandbagging, Pollyannish responses and general obfuscations that served only to raise more concerns than were put to rest.

In short, let`s hear less cheerleading and more honest dialogue.



Ariba CFO Bob Calderoni is obviously a talented financial executive and will serve the company well in the long term. But his "performance" on his first Ariba conference call left a lot to be desired. (More than one analyst I spoke to remarked that they missed former CFO Ed Kinsey already.)

Calderoni is clearly taking Ariba in a more conservative direction when it comes to financial disclosure and accounting, but that strategy does have its costs -- witness the slew of analyst reports last week that all mentioned the lack of information as a factor in their downgrades.



I wonder what impact Ariba`s call will have on Commerce One (CMRC), which reports its results on Thursday. Many investors and analysts have already baked in a lot of uncertainty into Commerce One stock, mainly because its strategy of attacking large industry-sponsored marketplaces requires a bit of faith.

But if Ariba`s growth is slowing, what`s going on at Commerce One? Last quarter, the company reported sequential revenue growth of 60 percent to 80 percent, depending on whether or not you factor in its acquisition of consulting firm AppNet.


And Commerce One sells as much software to dotcom b-to-b marketplaces as Ariba does, so is it also being affected by the Internet downturn? Watch to see if the company boosts its allowance for doubtful accounts and/or its accounts receivables rise dramatically.


Lastly, I`ll be interested to see just how much Commerce One adds to its network services revenue, which is the money the company brings in through subscription and transaction fees from the marketplaces it powers. The figure was $10.1 million in the third quarter, up 44 percent from the second quarter.



Does anyone else find the following strange? Just before New Year`s, Breakaway Solutions (BWAY) warned it would miss fourth-quarter estimates by a wide margin. The company, a b-to-b consulting and software firm, blamed its financial problems largely on a big drop in business from Internet Capital Group (ICGE) and its portfolio of b-to-b companies. ICG, a b-to-b incubator, owns a 32 percent stake in Breakaway.

Then last Friday, ICG announced that it was pumping more cash (amount undisclosed) into Breakaway. I don`t get it. Wouldn`t it have been easier for ICG to send more business to Breakaway in the first place? That way, the company could`ve done without further pain inflicted by its plummeting stock price.



While we`re on the subject of ICG and plunging stock prices, check out the lousy performance of its investments in public companies. ICG owns 28 percent of VerticalNet (VERT) -- a stake worth $3.6 billion last March. Today, that investment is worth $131 million.

In fact, ICG has taken a severe haircut on all its investments since last March. It used to own $1.3 billion in Breakaway Solutions stock. Today, that nest egg is worth $19 million. ICG`s stake in Onvia (ONVI) last March: $1.3 billion. Today: $19 million.


Ouch.



Rumor time. E-Chemicals, a troubled e-marketplace and software firm focused on the chemical industry, is going to be acquired by Aspen Technology (AZPN), an e-business software company, according to a source familiar with the deal.

Executives with E-Chemicals and Aspen wouldn`t comment. An interesting sidenote: ICG owns a 49 percent stake in privately held E-Chemicals, but the incubator cast E-Chemicals adrift in November, refusing to offer any additional funding or support.



Finally, as you read this, Oracle (ORCL) executives are getting ready for the first-ever "b-to-b day" at its Redwood Shores campus. The big news on tap for today: The software giant is expected to unveil a new, Web-based supply-chain application.

The new application, adding to its arsenal of b-to-b exchange software, is intended to allow companies to exchange information and collaborate with supplier partners across the Internet.


In other words, Oracle is going after i2 Technologies (ITWO), which has garnered a lot of attention for putting e-business magic into old supply-chain software.

[Spanischer_Hund]

Walldorf, 16.1.2001.

Die on.valco AG, Hamburg und die SAP SI AG, Dresden haben gemeinsam mit führenden Vertretern der mittelständischen Versorgungs- und Verkehrswirtschaft einen Internet-Marktplatz für Unternehmen der Versorgungsindustrie in Deutschland konzipiert und werden ihn ab dem 1. April 2001 betreiben. Technische Basis für den Marktplatz wird MarketSet, eine gemeinsam von SAPMarkets und Commerce One entwickelte Lösung für Internet Marktplätze. MarketSet vereint die Marktplatz-Infrastruktur von Commerce One mit SAP und SAPMarkets Anwendungen für Logistik, Produktplanung und betriebliche Datenanalyse. Das Handelsvolumen auf dem im deutschen Utility-Markt neu entstandenen unabhängigen Marktplatz wird auf ca. 1,1 Milliarden Mark geschätzt.

Ziel des neuen Unternehmens ist es, Beschaffungs- und Zulieferprozesse für mittelständische Ver- und Entsorgungsunternehmen sowie Verkehrsbetriebe, deren Kunden und Lieferanten effizienter zu gestalten und Einkaufspreise für Marktteilnehmer beispielsweise durch gemeinsame Ausschreibungen zu reduzieren. Breit gefächerte Branchenkenntnisse, technisches und logistisches Know-how sowie die e-Commerce-Erfahrung der beteiligten Partner bilden dafür ein solides Fundament.
Über den Marktplatz soll zunächst die Beschaffung von Material und Dienstleistungen wie beispielsweise Zählern, Kabeln oder Büroartikeln beziehungsweise Aushub-, Tiefbauarbeiten oder Rohrinspektionen erfolgen. In einem zweiten Schritt ist eine Zusammenarbeit der Marktteilnehmer über eine Branchen-Community vorgesehen. Der Austausch von Know-how sowie gemeinsame vertriebliche Aktivitäten der Stadtwerke stehen ebenso im Vordergrund wie der elektronische Dokumentenaustausch beim Wechsel des Versorgungsunternehmens, beispielsweise bei einem Umzug. Darüber hinaus stehen über ein „schwarzes Brett“ und über einen News-Ticker branchenspezifische Informationen zur Verfügung. Dies ermöglicht die Bildung eines Netzwerks mittelständischer Versorgungsunternehmen.

Die an der Unternehmensgründung beteiligten Unternehmen bilden einen repräsentativen Querschnitt des mittelständischen deutschen Versorgermarktes. Der Marktplatz- und Community-Dienstleister on.valco AG hat die Partner zusammengeführt, das Konzept maßgeblich erarbeitet und wird darüber hinaus zukünftige spezifische Serviceleistungen für diesen Marktplatz entwickeln. Die SAP Systems Integration AG (SAP SI) wird die Einführung und den Betrieb des Marktplatzes übernehmen. Die SAP AG stellt ihre gesamte e-Business-Lösung zur Verfügung. Die Marktplatzlösung MarketSet von SAPMarkets und Commerce One wiederum stellt durch eine Umwandlung linearer Logistikketten in vernetzte Handelsgemeinschaften sicher, dass in der Zusammenarbeit zwischen Unternehmen Kommunikationsfehler ausgeschlossen, Durchlaufzeiten verkürzt, Geschäftsbeziehungen verbessert und die Produktivität erhöht werden. Der Marktplatz wird zunächst von den Gründungsmitgliedern genutzt und soll in den nächsten 24 Monaten zu einem attraktiven Dienstleistungs- und Handelsangebot für bis zu 100 mittelständische Unternehmen in Deutschland, deren Kunden und Anbieter ausgebaut werden.

Gruss S_H

[SteffenP]

http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE507…

THE DAY AHEAD: Chatting with Ariba`s CEO

By Larry Dignan TDAIN ZDII


COMMENTARY -- Ariba (Nasdaq: ARBA) shares are in the penalty box despite the company`s operating profit and bullish guidance for 2001. A lot of questions have popped up around this high-flier.

Wall Street left Ariba`s earnings conference call miffed as execs held back on metrics such as average selling prices they handed out just a quarter ago. Meanwhile, Ariba`s move to term licensing, which takes money up front and allows a customer to use software for a set period of time, had a few analysts spooked. Term licensing could introduce some unpredictability to Ariba`s sales.


THE DAY AHEAD: Chatting with Ariba`s CEO...
MARKET CLOSE: Techs end strong week with slight losses...
Downgrades overshadow Ariba`s 2Q...

Although some analysts said Ariba has been talking about term licensing for a year, others were caught off guard. Ariba`s management tried to walk Wall Street through the model, but left many questions unanswered. As a result, Ariba shares tanked 18 percent on Friday ahead of a long weekend.

Yes, Ariba`s growth appears to be slowing -- the guidance wasn`t as bullish in percentage terms. But few companies are even in a position to raise guidance these days. That fact should count for something. ZDII spoke to CEO Keith Krach shortly after the company`s earnings release.

ZDII: With the slowdown in IT spending hurting many tech companies, Ariba was one of the few companies last week that was able to boost its earnings and sales targets. What did Ariba see in December in terms of demand?

Krach: We didn`t see any slowdown in the month of December. It was really important to us to be able to raise guidance. We wanted to send a clear signal and raise guidance on our top and bottom lines. We wanted to be clear that we are well positioned in this economy. A lot of it comes down to whether our products can generate a substantial return on investment and have an obvious impact on the bottom line for the customer and tangible ROI (return on investment).

Are you saying Ariba is immune to a slowdown?

No, but we didn`t see any type of slowdown and we see continued strong demand and growth over the second half.

Who is Ariba seeing in the field as competition these days?

I don`t think we`re seeing anyone in the e-procurement space yet. We did see some of Oracle when Ray Lane was there, but Oracle`s presence has vaporized. (Ed note: Ray Lane was the well-regarded Chief Operating Officer for Oracle, who left the company last summer).

Oracle would dispute that. Do you think your assessment is based on something Oracle is doing, or would you attribute their lack of presence due to Ray Lane leaving.

I think it was Ray Lane. He was driving them.

Analysts have recently questioned the state of your relationship with i2 Technologies. The Ariba, IBM, i2 partnership has been a boon to your business, but observers indicate there may be trouble ahead with Ariba and i2. The product plans of the two companies also seem to conflict. What`s your assessment?

The i2 partnership is good. We have agreed to partner where it makes sense on e-commerce platforms. But our footprints are expanding into each other`s areas. It`s really not different from many partnerships.

What`s your outlook for the B2B industry?

I`m as bullish as I`ve ever been. The global economy will be converging on B2B over the next several decades. Over the next several years, businesses will be automating processes. We believe we are sitting in the catbird seat with our solutions.

Ariba is primarily a software company today, but the plan is to garner transaction fees from your network in the future. What`s the level of current network revenue and what`s your ideal split in the future?

Network revenue in the quarter was up to $25 million from $20 million. We see that growing to be 50/50 in two to three years. (Ed. Note: The company didn`t break out transaction vs. maintenance revenue on its conference call).

Consortium exchanges have gotten a lot of press, but are still just getting off the ground. How do you see these industrial exchanges developing?

We`re seeing a lot of development now, but the question is what`s going to be the focus and who are the network leaders going to be. These exchanges will morph and take many forms. In some cases, they`ll be a convergence.

Many observers have said that B2B isn`t really going to take off until old economy companies say that they will only do transactions over the Web. Do you agree with that?

We don`t have any delusions of grandeur for ramping these exchanges up. It`s like building a company. And like a company you have to have a strong value proposition, strong tangible returns and be able retain customers and grow revenue. Some exchanges will morph and others will work once they`re connected to a broader network of suppliers.

What`s your take on B2B stocks?

I get that question a lot, but I`m not a market expert. I focus on the company and the basics. As long as we provide value for the customer, shareholder value will follow.

On your earnings conference call, there was a lot of discussion about Ariba`s term licensing agreements. How do these work?

Under term licensing, we get recurring revenue two to three years down the road. Customers license our solutions for two to three years, which lowers costs up front. We also sell additional services. It`s a great time to do it.

Isn`t this revenue mostly up front?

Yes, but we get recurring revenue on renewal.

That`s Wall Street`s worry -- that customers won`t renew or competition will gain ground. Two to three years is an eternity and the revenue may not be predictable.

We wouldn`t do it if we didn`t have strong confidence in our solutions

[SteffenP]

http://www.upside.com/Ebiz/3a64744028_yahoo.html" target="_blank" rel="nofollow ugc noopener">
http://www.upside.com/Ebiz/3a64744028_yahoo.html
ForestExpress picks online auctioneer
January 16, 2001 08:18 AM PT
by Adam Feuerstein


ForestExpress, an online marketplace founded by the largest players in the pulp and paper industry, will use software from Moai Technologies to run online auctions for pulp and forest products.

Moai reportedly beat out competition from Commerce One (CMRC), Ariba (ARBA) and Oracle (ORCL) for the new assignment. ForestExpress previously announced that it would build its marketplace platform using software from Commerce One, SAP Markets (SAP) and WebMethods (WEBM).


Moai`s auction software allows companies and marketplaces to bring buyers and sellers together to negotiate on multiple terms, and not just on product price. ForestExpress plans to run forward and reverse auctions for recycled fiber and timber that will include negotiations over product availability, quality, material grades, payment terms and, finally, price.


"We partnered with Moai Technologies in order to offer the versatility and user-friendly capability our customers expect for structured auction negotiations," said Bob Renner, chief technology officer of ForestExpress, in a statement. "This moves ForestExpress another step closer to providing a complete, efficient and cost-effective solution for our customers."


Moai President and CEO Matt Miller says the company is making a big push to sell its software to industry-led marketplaces. In addition to ForestExpress, Moai recently inked a deal with Dairy.com, a dairy marketplace led by Dairy Farmers of America, the Dannon Company (DA), Dreyer`s Grand Ice Cream (DRYR), and Kraft Foods, a subsidiary of Phillip Morris (MO).


ForestExpress is led by Boise Cascade, Georgia-Pacific (GP), International Paper (IP), Mead (MEA), Weyerhaeuser and Willamette Industries (WLL).

[SteffenP]

Anscheinend kommen neuerdings gute Nachrichten erst nach den earnings!!?? Ob das bei C1 auch so ist?

http://biz.yahoo.com/prnews/010117/ca_pnc_sel.html

Wednesday January 17, 8:03 am Eastern Time
Press Release
SOURCE: Ariba, Inc.
The PNC Financial Services Group Selects Ariba B2B Commerce Platform For Increased Efficiencies and Cost Savings
Leading Diversified Financial Services Organization to Also Establish Private Marketplace to Extend eCommerce Opportunities to Clients
PITTSBURGH and MOUNTAIN VIEW, Calif., Jan. 17 /PRNewswire/ -- PNC Financial Services Group Inc., (NYSE: PNC - news), one of the largest diversified financial services organizations in the nation, and Ariba, Inc., (Nasdaq: ARBA - news), the leading business-to-business (B2B) eCommerce platform and network services provider, today announced that PNC will use the Ariba® B2B Commerce Platform(TM) to augment its robust set of eCommerce initiatives.

Under the terms of the agreement, PNC will use Ariba® Buyer(TM), Ariba® Marketplace(TM) Network Edition and Ariba® Dynamic Trade(TM) applications in a multi-phased implementation designed to streamline purchasing processes, reduce costs, create new business models and improve trading partner relationships.

PNC will first use Ariba Buyer to improve management of goods and services procurement for its regional and corporate operations nationwide. Ariba Buyer will enable PNC to electronically aggregate purchasing from employee desktops and direct purchase orders to preferred suppliers and B2B marketplaces.

In addition to the Ariba Buyer implementation -- which is targeted for pilot deployment by the end of the first quarter 2001 -- PNC will build a private, online marketplace powered by Ariba Marketplace and Ariba Dynamic Trade. Through this initiative, PNC will extend the benefits of eCommerce to its Corporate Banking clients. As part of this private marketplace, PNC clients -- including buyers, sellers and information providers -- can locate each other, exchange information and transact electronically in a streamlined, secure environment. PNC clients will also have the opportunity to use the electronic bill presentment and payment service provided by BillingZone.com, a joint venture of PNC and Perot Systems Corporation. BillingZone.com and Ariba are in discussion about integrating BillingZone.com`s service with the Ariba® Commerce Services Network(TM) (Ariba CSN).

``We are aggressively pursuing our objective to create procurement efficiencies, trim costs and provide additional value to our clients, and the Ariba eCommerce solutions are an ideal enhancement to PNC`s eCommerce initiatives,`` said Tim Shack, chief information officer, PNC. ``With the Ariba B2B Commerce Platform, we not only have a tremendous opportunity to save time and money within our own purchasing process, but we also have an opportunity to extend these benefits to our corporate clients.``

The Ariba solution is part of an integrated relationship platform that PNC is developing to help link multiple web-based financial service offerings for its corporate clients. ``Our relationship with Ariba reflects PNC`s commitment to delivering exceptional digital marketplace solutions to meet the needs of our business clients,`` said Ralph S. Michael III, CEO, PNC Corporate Banking.

``PNC clearly understands the importance of technology to enhance its world-class financial services and products and ensure it is a leader in the digital economy,`` said John Magner, vice president, North American operations for Ariba, Inc. ``Ariba`s expertise in and knowledge of the financial industry will assist in allowing fast implementations of PNC`s eCommerce solutions, providing a rapid return on investment for PNC and earlier benefits for its clients.``

All Ariba B2B Commerce Platform customers have instant access to thousands of 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, along with logistics and supply chain management.

About The PNC Financial Services Group

The PNC Financial Services Group, Inc., headquartered in Pittsburgh, is one of the nation`s largest diversified financial services organizations, providing regional banking, corporate banking, real estate finance, asset-based lending, wealth management, asset management and global fund processing services. Visit PNC on the Web at www.pnc.com.

[DimStar]

Commerce One Inc Price Target Cut at Banc of America Sec.
By Donna Mcdonald
Princeton, New Jersey, Jan. 17 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was maintained ``strong buy`` by analyst Robert B. Austrian at Banc of America Securities. The price target was cut to $45 from $150 per share.
http://quote.bloomberg.com/fgcgi.cgi?s=AOmW2jRNGQ29tbWVy&T=m…

[buckweiser]

Commerce One Global Services to Build, Enhance, and Enable E-Marketplaces and E-Business Communities
PLEASANTON, Calif., Jan 18, 2001 (BUSINESS WIRE) -- Commerce One, Inc. (Nasdaq: CMRC chart, msgs), the leader in global e-marketplace solutions for business, today announced the formal launch of Commerce One Global Services, offering end-to-end services for e-marketplaces and e-business communities.

To succeed in today`s highly competitive markets, companies must gain competitive advantages while at the same time lowering the cost of conducting business. Commerce One Global Services intends to help companies plan, build, implement and operate e-marketplaces, as well as provide on-ramps to buyers or sellers looking to participate in any e-marketplace.

"Unlike our competitors, Commerce One Global Services offers a truly end-to-end solution complete with strategic consulting, software and services that enable the deployment of global e-marketplaces and exchanges," said Ken Bajaj, executive vice president and president of global services, Commerce One. "We will help our customers determine the right solutions to meet their needs, including both the e-marketplace software and the business services to power and differentiate their e-business initiatives. Most importantly, we intend to provide them with the capabilities and expertise to effectively communicate with their suppliers, customers and partners."

Commerce One Global Services: From Strategy to Operations


Commerce One Global Services allows customers to focus on their core competencies, while guiding them through the creation and implementation of the e-marketplace. In order to create, integrate and operate innovative e-commerce and e-marketplace solutions that drive sales and build customer loyalty, Global Services expects to provide services and packaged solutions in the following areas:


-- Strategic consulting: Help companies define their end-to-end
e-marketplace strategy by assessing business models, creating
business and technology strategies, and developing plans that
include metrics for determining success. Strategic consulting
services may cover such capabilities as auction strategy for
exchanges or trading partner enablement for attracting and
engaging buyers and suppliers.

-- Interactive marketing and creative design: Assist companies in
developing blueprints for interactive e-marketplaces by
analyzing supplier, business development and technical
requirements and designing processes, programs and metrics
that maximize customer loyalty. For example, these services
may include such capabilities as performance tracking to
measure effectiveness of online campaigns or content
development to create custom materials.

-- Technology consulting and integration: Help companies link to
suppliers and buyers by building, testing and deploying the
e-marketplace. Technology consulting and integration services
may include such capabilities as implementing Commerce One`s
e-marketplace or e-procurement solutions to optimize business
processes or enabling interoperability between multiple
e-marketplaces across the Global Trading Web.

-- Customer operations: Provide seamless operation of both
e-marketplace and enterprise installations by optimizing
system performance, deploying business services and
implementing software upgrades to reduce operating costs and
maximize e-business uptime. Customer operations may include
such capabilities as managing a data center or providing
eLearning for educating customers and partners on Commerce One
solutions.

[buckweiser]

Nistevo and Commerce One Global Services to Help CPG Companies Leverage Collaborative Logistics NetworkNistevo(TM) to capitalize on Commerce One Global Services` extensive e-business and CPG experience
MINNEAPOLIS, Jan 18, 2001 (BUSINESS WIRE) -- Nistevo Corporation, the leading provider of a Web-based Collaborative Logistics Network(SM), has chosen Commerce One, Inc.(Nasdaq: CMRC chart, msgs) to help connect Nistevo members` enterprise systems to the Nistevo Collaborative Logistics Network. Through Commerce One Global Services, Commerce One will also help Nistevo and its members create e-business communities for the consumer packaged goods (CPG) industry.

The alliance was formed because of Commerce One Global Services` experience in e-business initiatives and demonstrated ability to deliver Internet-based solutions that integrate easily with customers` existing enterprise platforms. Commerce One Global Services offers end-to-end consulting and product solutions that link buyers, sellers, services providers and marketplace operators to form e-business communities.

Commerce One Global Services will be a resource for bringing new Nistevo.com customers onto the logistics network. Commerce One Global Services will provide enrollment services and e-business integration consulting for Nistevo`s network members, enabling them to seamlessly manage logistics across both their enterprise supply chain management solutions and the Web-based logistics platform.

"Commerce One Global Services`s consultants are seasoned professionals in building e-business communities and helping companies leverage e-commerce services," said Kevin Lynch, chairman and chief executive officer of Nistevo. "Combining their expertise with our collaborative business model and our Internet technology provides a powerful supply chain solution for our CPG members."

"Nistevo`s Collaborative Logistics Network is a prime example of the new types of Web-based services and communities that will be critical as the world`s business trade moves online," said Ken Bajaj, executive vice president and president of Global Services, Commerce One. "By working together, we believe we can extend a company`s current ERP investment and deliver new levels of supply chain integration for Nistevo`s CPG customers."

Nistevo will continue to provide ongoing project management involvement with each member enrollment. Commerce One consultants will be certified to implement Nistevo.com`s integrated services, such as contract management, exchange and execution. They will enroll and train the users at each member company location and bring the member company "live" onto the Nistevo.com service. Nistevo will provide ongoing support to the member company.

About Commerce One


Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.

About Nistevo


Nistevo is the leading provider of a Web-based Collaborative Logistics Network(SM). The Nistevo.com network allows shippers and carriers to form collaborative communities to manage contracts online, match truck demand and capacity between trusted members and jointly execute each step of the shipment. Through this trusted community network, members can improve customer service, reduce costs, automate interaction with carriers and streamline their supply chain processes. Carriers can increase asset utilization and improve driver retention. For more information about Nistevo, visit our Web site at www.nistevo.com.

[buckweiser]

Commerce One Reports Record Fourth Quarter and Full Year 2000 ResultsRevenues Increase 1,033% to $191.4 million; Net Operating Loss Per Share of $.05 Beats Estimates
Company Accelerates Progress to Profitability
PLEASANTON, Calif., Jan 18, 2001 (BUSINESS WIRE) --

Commerce One Continues Decisive Worldwide E-Marketplace Leadership;
Cites Long-Term Growth Opportunities

Commerce One, Inc. (Nasdaq: CMRC chart, msgs), the leader in global e-commerce solutions for business, today announced financial results for the quarter and fiscal year ended December 31, 2000.

Revenues for the current quarter totaled $191.4 million as compared with $16.9 million for the corresponding quarter in 1999 and $112.7 million for the quarter ended September 30, 2000. This represents an increase of 1,033% over revenues for the quarter ended December 31, 1999 and 70% over revenues for the quarter ended September 30, 2000. Revenues for the full year 2000 were $401.8 million as compared to 1999 full year revenues of $33.6 million -- an increase of 1,097%.

Net loss for the current quarter, excluding acquisition related costs, interest, taxes and other non-cash charges, was $10.8 million, or $0.05 per share, as compared to $11.7 million, or $0.08 per share, for the corresponding quarter in 1999 and $14.7 million, or $0.09 per share, for the quarter ended September 30, 2000.

Including all charges, the net loss for the current quarter was $197.5 million, or $0.99 per share, as compared with a net loss of $28.8 million, or $0.20 per share, for the corresponding quarter ended December 31, 1999, and $60.6 million, or $0.37 per share, for the quarter ended September 30, 2000.

"We believe Commerce One`s results for the quarter and the year reflect the significant and continuing demand for e-marketplace solutions," said Mark Hoffman, chairman and chief executive officer of Commerce One. "We also believe corporations, industries and regions worldwide continue to look for and leverage Commerce One e-marketplace solutions to realize both cost savings and revenue opportunities."

Quarterly Highlights


The following milestones were completed or announced during the fourth quarter of 2000:


-- Commerce One added 89 new customers for the quarter bringing
the total customer count to 504 (excluding SAP customers who
have received shipments of Enterprise Buyer, the joint
procurement solution, and the more than 120 business service
providers whose services are now available through Commerce
One.net).

-- Commerce One reached definitive agreements with Covisint and
Trade-Ranger. Commerce One now has definitive agreements with
e-marketplace customers Covisint, Exostar, ForestExpress,
Pantellos, Quadrem and Trade-Ranger. In addition, Enporion has
completed agreements with SAP for the joint Commerce
One/SAPMarkets solution. All seven of these e-marketplaces are
now live.

-- Commerce One`s Global Trading Web of e-marketplaces continued
its rapid expansion to include 141 e-marketplaces, 67 of which
are currently operational.

-- Commerce One continued to expand its leadership position in
the Asia Pacific region bringing the total number of
e-marketplaces in Asia Pacific powered by Commerce One to 16,
including Asia Freewill in Thailand, GTWeb Korea and
SESAMi.com in Singapore. Commerce One also opened its Japanese
Headquarters in Tokyo.

-- Commerce One is powering a total of 54 e-marketplaces in
Europe, the Middle East, India and Africa (EMEA) and continues
to drive business commerce across these key regions. New EMEA
e-marketplaces include, Seat Pagine Gialle in Italy, Asite and
Constructeo for the construction industry, and IBX (Integrated
Business Exchange), a joint Commerce One and SAPMarkets
e-marketplace, in the Nordic region.

-- Commerce One announced new and expanded strategic alliances
with Microsoft, Intel, Sun Microsystems, Hubstorm, Vastera and
NetVendor. These alliances have the potential to significantly
increase the potential number of companies accessing the
Commerce One Global Trading Web and demonstrate the company`s
ongoing strategy to provide an open platform and broad choices
for customers.

-- Commerce One announced xCBL 3.0, the pre-eminent XML component
library for business-to-business e-commerce. xCBL builds on
recognized industry standards to enable seamless global trade
and is supported by industry leaders including SAP, Microsoft,
Compaq and Sun.

About Commerce One

Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One 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 the market leadership of Commerce One as the provider of e-commerce solutions, the significant and continuing demand for e-marketplace solutions and Commerce One`s ability to provide e-marketplace solutions that allow its customers and affiliates to realize cost savings and revenue opportunities. The words "believe," "expect," "intend," "plan," "project," and "will" and similar phrases as they relate to Commerce One are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of Commerce One, and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. These risks include, but are not limited to, the ability of Commerce One to successfully implement its expansion plans, delays in developing or shipping new versions of our e-marketplace solutions, the e-marketplace solutions offered may not meet user expectations, the extent of customer adoption and utilization of the solutions provided, operational difficulties including unexpected delays integrating acquired companies, risks related to the World Wide Web, general economic conditions, intense and increasing competition in the market and volatility of the stock 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 September 30, 2000.

Note to Editors: 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.


Commerce One, Inc.
Consolidated Statements of Operations
(In thousands, except per share data)

Three months ended Twelve months ended
December 31, December 31,
2000 1999 2000 1999
-------- -------- -------- --------
Revenues:
License fees $ 89,340 $ 13,067 $ 223,277 $ 24,571
Services 102,059 3,821 178,519 8,986
-------- -------- -------- --------
Total revenues 191,399 16,888 401,796 33,557

Costs and expenses:
Cost of license fees 5,262 206 9,221 484
Cost of services 77,145 6,332 145,901 15,586
Sales and marketing 65,037 11,789 165,441 31,546
Product development 32,053 8,172 93,669 20,496
General and
administrative 22,716 2,074 43,269 5,050
-------- -------- -------- --------
Total costs and
expenses 202,213 28,573 457,501 73,162
-------- -------- -------- --------

Loss before acquisition
related costs,
interest, taxes
and other non-cash
charges (10,814) (11,685) (55,705) (39,605)
-------- -------- -------- --------

Stock compensation
for services 1,524 -- 1,524 --
Acquisition-related
costs 4,500 -- 4,500 --
Purchased in-process
research and
development -- 6,337 5,142 9,374
Amortization of
cost of technology
agreement 5,689 -- 5,689 --
Amortization of
deferred stock
compensation 26,998 545 39,820 2,324
Amortization of
goodwill and other
intangible assets 145,498 8,156 233,184 11,133
-------- -------- -------- --------
184,209 15,038 289,859 22,831
-------- -------- -------- --------
Loss before interest
and income tax (195,023) (26,723) (345,564) (62,436)
-------- -------- -------- --------
Interest and other
income, net 1,522 1,496 7,017 3,302
Provision for
income taxes 4,008 3,602 6,400 4,188
-------- -------- -------- --------
Net loss $(197,509) $ (28,829) $(344,947) $ (63,322)
======== ======== ======== ========
Basic and diluted
net loss per share $ (0.99) $ (0.20) $ (2.05) $ (0.74)
======== ======== ======== ========
Shares used in
calculation of net
loss per share 199,415 144,960 168,065 86,054
======== ======== ======== ========
Net loss per share
before acquisition
related costs,
interest, taxes
and other non-cash
charges $ (0.05) $ (0.08) $ (0.33) $ (0.46)
======== ======== ======== ========


Commerce One, Inc.
Consolidated Balance Sheets
(In thousands)

ASSETS
December 31, December 31,
2000 1999
---------- ----------
Current assets:
Cash and cash
equivalents $ 341,440 $ 124,606
Accounts receivable,
net 154,858 15,845
Prepaid expenses
and other
current assets 16,470 4,656
---------- ----------
Total current
assets 512,768 145,107

Property and
equipment, net 95,143 11,892
Intangible assets,
net 2,447,081 227,611
Investments and
other assets 15,563 --
---------- ----------
Total assets $3,070,555 $ 384,610
========== ==========

LIABILITIES AND STOCKHOLDERS` EQUITY

Current liabilities:
Accounts payable $ 26,408 $ 6,885
Accrued compensation
and related expenses 44,825 3,972
Deferred revenue 112,308 40,414
Other current
liabilities 83,264 16,356
---------- ----------
Total current liabilities 266,805 67,627

Notes payable 4,339 262

Stockholders` equity 2,799,411 316,721
---------- ----------
Total liabilities
and stockholders` equity $3,070,555 $ 384,610
========== ==========

[C_Sch]

COMMERCE ONE NACHBÖRSLICH SCHON ÜBER 25 DOLLAR !!!!!!!!!!

[SteffenP]

Epoch Partners Issues a Research Note on Commerce One
Action Call Positive
SAN FRANCISCO, Jan. 19 /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 (Nasdaq: CMRC - news) reviewing the company`s fourth quarter results. The following are key highlights from the Research Note, which can be accessed in its full form at the Epoch Web site (www.epoch.com):


-- Commerce One delivered a stellar fourth quarter, soundly beat
expectations and, more importantly, raised guidance for 2001.
-- The company`s success with its "Control the Center" strategy leads us
to believe today`s license customers will be parlayed into the
recurring network revenues that investors are looking for.
-- Commerce One`s stock price presents an attractive entry point for
investors that want to be ahead of the inflection in network revenues
that we believe will occur in late 2001. For this reason, we are
making a positive action call on shares of the company.


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., i2 Technologies, Oracle Corporation, Project Software & Development, Inc., and Pivotal Corporation.

In addition, investors can be added to the Software email alert system, which alerts investors to new research in the Software Sector. To be added to this alert system, visit http://www.epoch.com/research_center/industry/sw/sw.html and subscribe.

Full research coverage on other companies under coverage by Epoch is available for free to investors through the Epoch Web site (www.epoch.com).

[Gricko]

Das hört sich alles sehr gut an. Meint ihr, dass C1 heute die 30$ sieht? Denkt ihr, dass es kurzfristig wieder gen Norden geht? Eigentlich spricht ja nichts gegen einen ordentlichen Anstieg. Oder?

[SteffenP]

http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE507…" target="_blank" rel="nofollow ugc noopener">
http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE507…
January 19, 2001 9:54am

Commerce One jumps on earnings, analysts mixed

By Tiffany Kary ZDII


Commerce One (Nasdaq: CMRC) blasted ahead 23 percent Friday following its fourth quarter report. Most analysts praised the company`s surprising momentum and positive outlook, but a few questioned its relationship with SAP and business model.

Shares in the business-to-business company were up 5.06 to 26.75 in early trading.

Commerce One posted a smaller-than-expected loss on surprisingly strong sales in its fourth quarter Thursday, losing $10.8 million, or 5 cents a share, on sales of $191.4 million. The $191.4 million in sales represents an impressive 1,033 percent improvement from the year-ago quarter when it lost $11.7 million, or 8 cents a share, on sales of $16.9 million. The company also raised estimates for fiscal 2001 and predicted profitability by the second quarter.



Most analysts reiterated their already strong ratings based on the strong results and upbeat outlook.

Goldman Sachs analyst Thomas P. Berquist kept the stock on its "recommended list," and raised his 2001 revenue estimate to $916.5 million from $815 million. He also set 2002 revenue estimates of $1.23 billion and earnings of 20 cents a share.

"The company continues to deliver strong growth and appears very well positioned to capitalize on customers` movement from procurement portals to industry operating systems," Berquist said in a research note.

ABN AMRO analyst Robert M. Johnson reiterated a "buy" rating and said that he believes demand for CMRC`s products remains robust, based on management`s indications that opportunities on a global basis are greater than they have ever been.

Johnson left his earnings estimate of a penny a share for 2001 unchanged, and introduced a 2002 estimate of 42 cents a share.

He reduced the company`s price target from $105 to $42, however, based on a "shift in investor valuation methodology for Internet-dependent technology companies." The analyst explained that companies are now valued less on metrics relative to future revenues or gross profit and more on operating earnings per share, a trend he expects will continue in 2001.

Johnson added that the company is still "markedly undervalued compared to its peers."

The SAP variable

Analysts were mixed over whether the company`s relationship with SAP (NYSE: SAP) was a boon or a problem. Commerce One, like its rival Ariba, which has teamed up with IBM and i2 Technologies, partnered with SAP to utilize the German software giant`s sales channel and installed base.

During a conference call with analysts, CEO Mark Hoffman credited the company’s partnership with SAP for the upside surprise and improved sales to private e-marketplaces. But some analysts questioned whether Commerce One was not now too dependent on SAP.

Although the SAP relationship is barely six months old, it has already paid substantial dividends," Johnson noted. He also called the relationship "CMRC`s conduit in the hot field for supply chain management applications." He predicted network services revenue has big potential, and is expected to grow to 15 percent of the company`s total revenue by the fourth quarter of 2001.

Bear Stearns analyst Kaushik Shridharani called the compay`s large exposure to SAP one of its greatest risks. Its relationship with SAP was responsible for 30 percent of revenue during the past quarter. "With such large exposure to a single strategic partner, one cannot help but wonder what could happen to Commerce One`s top line should its relationship with SAP weaken in any way," the analyst said.

At what cost?

Though Shridharani reiterated his "buy" rating, he was one of the more bearish analysts, noting that the company`s great revenue growth came at a great cost.

Shridharani, whose target price was just $35, said the momentum the company showed in the quarter was "costly both in terms of sales and marketing spending and the increase in the share base."

He noted that compared to Ariba (Nasdaq: ARBA), Commerce One`s leveraged distribution model is still far behind. Ariba was able to grow revenues 26 percent last quarter while maintaining its previous quarter`s sales and marketing expenses, Shridharani said. Commerce One achieved 25 percent revenue growth while raising sales and marketing expenses 19 percent.

Other concerns the analyst cited include the decrease in e-procurement customer additions -- it had 89 new customers last quarter, down from the 96 customer wins in the third quarter -- and the company`s large exposure to SAP.

Shridharani concluded that investors should wait "for lower entry points should the stock trade in the high $20`s in the near term."

Wrong business model?

CIBC Oppenheimer analyst Melissa Eisenstat also came down hard on Commerce One, not because of specifics in its quarterly report, but because she believes the company has got its whole business model wrong. She also downgraded Ariba (Nasdaq: ARBA) to "buy" from "strong buy" based on the same assumption.

"The brass ring of B2B is centered on the supply chain, not procurement," Eisenstat wrote. She said both Ariba and Commerce One have mistakenly built their businesses on the premise that business is centered around transactions, but "over the last six months, it has become increasing clear that this is not the direction the world is headed," Eisenstat said. "Collaboration is at the hub of business, not transactions. Transactions are simply an outgrowth of collaboration, just one of the spokes around the hub."

She said that a result of this shift is increasing competition in a field which the two companies used to have for themselves. i2 (Nasdaq: ITWO) and Manugistics (Nasdaq: MANU), both supply chain specialists, as well as ERP stalwarts Oracle (Nasdaq: ORCL) and SAP are now also in the game, and they have much more comprehensive supply chain technologies, said Eisenstat.

"The game, however, is not over and we do not expect either company to go down without a fight," the analyst added. "We suspect the best options will ultimately be to combine with other entities."

[Harami]

19.01. 17:24
Epoch Partners berichten über Commerce One
--------------------------------------------------------------------------------


Die sogenanten Epoch Partners, ein Analystenteam, das sich auf die Technologiebereiche Kommunikationsausstattung, Breitbandtechnologie, IP Datenservice und Internet focussiert hat, veröffentlichte heute einen umfassenden Report und Überblick über das B2B-Unternehmen Commerce One, das gestern seine Zahlen veröffentlicht hat. Auf diese wird in dem Bericht auch näher eingegangen.
Kurz zusammengefaßt fällt dieser sehr positiv aus. Commerce One habe ein sehr starkes Quartal präsentiert, die Erwartungen klar geschlagen und, was noch viel wichtiger sei, einen hervorragenden Ausblick auf die kommenden Jahre gegeben. Die Strategie des Unternehmens sei hervorragend auf die weitere Expansion zur Behauptung der Marktführerschaft gegen starke Konkurrenten wie Ariba oder i2 Technologies abgestimmt. Aus diesem Blickwinkel biete sich derzeit für den spekulativen Anleger eine sehr interessante Einstiegschance in das Unternehmen, das nach harter Korrektur günstig bewertet sei.
Der vollständige Bericht kann unter der Webseite www.epoch.com abgerufen werden.


© BörseGo.de


cu

[AndyBusch]

eine Kommentierung des C1-Ergebnissen von den "Narren".
da im Original besser zu lesen hier der Link
http://www.fool.com/news/2001/cmrc010119.htm?ref=yhoolnk.

Ein Ausschnitt ist mir ins Auge "gestochen".
----------------------------------------------
The SAP factor
The Commerce One/SAP relationship has begun to pay off. In the quarter, partnerships contributed 40% of license revenue -- roughly $36 million -- with the SAP alliance responsible for the majority. The union brings together the best of both worlds: Commerce One`s marketplace platform and SAP`s procurement and supply chain management applications. Don`t forget that Commerce One is also afforded the ability to market to SAP`s 13,000-strong installed base, which helped boost Q4 results.

While Commerce One has been criticized for not having a viable procurement application -- just see the Fool`s Stock Talk with Ariba CEO Keith Krach for evidence -- the companies` joint offering provides indirect and direct procurement functionality. There`s another way it`s impressive compared to the Ariba, i2 (Nasdaq: ITWO), and IBM (NYSE: IBM) alliance: The Commerce One/SAP offering is pre-engaged, while its competitors` is situational -- meaning Ariba and i2 have to first sit down and figure out who`s going to do what before anything gets done.
----------------------------------------------
Kann sich wer zu dem mit bold markierten Abschnitt etwas verbreiten?
Ist mir zwar von der Übersetzung her klar und sieht nach einem signifikanten Vorteil der C1/SAP-Lösung aus. Ich kann das aber nicht konkret auf das Produkt "herunterbrechen".
Ist jedenfalls ein Aspekt, den ich so bisher nicht gesehen habe.

grüße Andy

[DimStar]

@ Andy
C1/SAP haben gemeinsame Produkte, i2 und arba nicht. Der Kunde wird sich deshalb fragen, ob er ein Produkt will oder 2 Anwendungen, die der Consultant integriert. bei z.b. einem großen e-procurement oder private exchange-deal wird ariba auf i2 zugehen müssen. umgekehrt aber nicht, weil i2 fast alles von dem hat, was arba hat. das bedeutet, daß in Zukunft eher i2 allein gegen C1/SAP konkurriert. zudem gibt es gewiß einige große Firmen, die noch nichts von i2 gehört haben, während zu SAP seit Jahren ein Kontakt besteht.

[gooodi]

hallo,
folgender artikel zeigt die chancen, welche gerade noch für europa bestehen. vor allem mit hintergrund sap/cmrc.
auch wird sich die hochgelobte (präsentations)software ala intershop wohl nicht durchsetzen können:

Andersen Consulting und Roland Berger machen in neuen Untersuchungen auf eine wesentliche Differenz zwischen Europa/Deutschland und den USA aufmerksam. Das Management als die Spezialisten für die Wertschöpfung hat das Thema Internet noch nicht in vollem Umfang aufgegriffen. Lediglich 27% der deutschen Executives sehen gegenwärtig Wettbewerbsvorteile durch E-Commerce für das eigene Unternehmen, verglichen mit 77% in den USA. Und Roland Berger kann zeigen, dass nur bei 8% der von ihm befragten Unternehmen die Verantwortung für Internet-Aktivitäten im Top Management verankert ist.

Darüber hinaus sind bei den E-Commerce-Aktivitäten in Deutschland Ansätze, die mit der Entwicklung neuer Geschäftskonzepte und strategischen Innovationen zu tun haben, nur selten anzutreffen. Internet-Projekte der Unternehmen sind häufig allein auf PR und Werbung ausgerichtet und entsprechend als verlängerter Arm in der Marketing- und Vertriebsabteilung angesiedelt. Wenn überhaupt ernsthaft E-Commerce betrieben wird, liegt meistens ein Ansatz zugrunde, der das Internet als ein billiges und bequemes Bestellmedium begreift, das seine Akzeptanz bei den Kunden irgendwann finden wird. Die Giga Information Group prognostiziert selbst für die USA, dass 95% der elektronischen Shops, die meistens nicht mehr sind als ein Produktkatalog im Internet, in den nächsten 12 Monaten Verluste verzeichnen werden.

Auch in Europa ziehen umfangreiche Investitionen nicht zwangsläufig den wirtschaftlichen Erfolg nach sich. My World hat 1998 etwa 9 Millionen DM Umsatz erwirtschaftet. Im Handel ist das eine zu vernachlässigende Größe. Ganz anders z. B. Amazon.com. Dort wird in diesem Jahr mit Büchern und CDs ein Umsatz von ca. 2 Milliarden DM gemacht. Wenn es nicht die fehlenden Kunden im Internet sind, müssen die Ursachen für diese Diskrepanz auf der Ebene der Geschäftskonzepte gesucht werden.

Wer Deutschland mit den USA vergleicht, wird feststellen, dass hierzulande die Diskussion internet-spezifischer Geschäftskonzepte und Erfolgsstrategien nicht nur wenig intensiv geführt wird, sondern auch etwa in einem zeitlichen Abstand von zwei Jahren erfolgt. Da E-Commerce ein globaler Markt ist, heißt dies im Klartext, dass Wettbewerber mit innovativen Konzepten, insbesondere aus den USA, zu einem Zeitpunkt auf den deutschen Markt treten, zu dem deutsche Unternehmen noch über ihre Strategien nachdenken


mfg.goodi

[gooodi]

hallo,

erfolgreiche jahre mit cmrc wünsche ich allen b2b-fans !
dazu ein auszug aus einer aktuellen studie, da hier und da über ein evtl. abschwächen im b2b-markt gesprochen wird.



ECommerce-Studie: B2B- überholt B2C-Markt
Datum: 12.01.01
(iBusiness) 2002 wird das Jahr werden, in dem die Einnahmen aus dem Business-to-Business-Geschäft die des Onlineverkaufs an Verbraucher überflügeln werden. Das geht aus einer Untersuchung hervor, die das Forschungsinstitut ActivMedia Research, LLC über die weltweiten Online-Einnahmen durchgeführt hat. Danach werden sich die B-to-B Online-Einnahmen 2001 verdreifachen und so die Marke von 263 Milliarden Dollar erreichen.

mfg.goodi

[CrazyBroker]

@gooodi,

nimm schnell das Posting wieder raus!

Wenn sich der Branchen-Umsatz 2001 verdreifachen, c1 aber seinen Umsatz nur (925Mio./401Mio.) ver-2,3-facht liegen wir ja unterm Durschnitt!

Bye Hansi

[woernie]

@goodi
haste den elder schon gelesen?
wenn du mit dem durch bist, kommt zum verfeinern : florek, neue tradingdimensionen.

gruss woernie

[gooodi]

hi woerni,

kann dir leider nicht ganz folgen. klär mich bitte mal auf.
vielleicht liegt es an den vielen steaks.

mfg.goodi

[gooodi]

interessante zeiten stehen uns bevor:

Konferenz für den B2B-Bereich in Berlin
18. Januar 2001
Event - Mit der eLink 2001 Berlin kündigt Commerce One eine der wichtigsten Konferenzen für den B2B-Bereich an. Vom 19. Bis 21. Februar findet die europäische Veranstaltung im ICC statt. Der Kongress wendet sich an Vorstände und Geschäftsführer europäischer Unternehmen. Commerce One organisiert den Event unter dem Motto Borders become Bridges. Das Themenspektrum reicht von neuesten Technologien über globale Perspektiven im eCommerce bis zum Aufbau individueller Internet-Marktplätze. Prominente Keynotespeaker und über 30 Vorträge in themenspezifischen Sessions sowie über 75 Aussteller runden den Kongress ab. (fwk) http://www.commerceone.com

mfg.goodi

[woernie]

goodi,

warst nicht du derjenige, der nach einem buch zur chartanalyse unter besonderer gewichtung boersenpsychologischer aspekte gefragt hat? habe damals dr.alexander elders buch empfohlen. kann aber sein , dass der damalige goodi sich goooodie oder goodie oder sonstwie geschrieben hat. sorry, vergiss es...

gruss w.

[Eboerse]

Crazy Broker
Das Posting von Gooodi kann ruhig da stehen bleiben.
Eine Verdreifachung des B2B-Online Handels bedeutet nicht eine Verdreifachung des Umsatzes der B2B Unternehmen,aber event. eine Verdreifachung des erreichten Transaktionsvolumens auf den Weltweit vorhandenen Plattformen.
Grüsse

[woernie]

habt ihr das schon?
maydorn, eigentlich eine pfeife, aber wenn er unser baby so positv sieht...

Commerce One – einfach gut!

Nach den wilden Spekulationen über die Aussichten der B2B-Branche insgesamt und der größten Profiteure im Besonderen besteht nach der Veröffentlichung der wichtigsten Quartalszahlen jetzt mehr Klarheit: Während die Daten von I2 Technologies und Ariba nicht völlig überzeugten, legte Commerce One ein echtes Traumergebnis auf den Tisch. Und zum Dessert gab es noch eine Anhebung der Geschäftsprognosen. Commerce One will im Jahr 2001 nun 900 bis 925 Millionen Dollar umsetzen, 100 Millionen mehr als noch vor wenigen Monaten geplant. Die Ergebnisprognosen blieben unverändert. Am Ende des Jahres 2001 soll eine schwarze Null unter dem Strich stehen. Commerce One will mit den Mehreinnahmen die erreichte Marktführerschaft weiter ausbauen.

Keine Frage, Commerce One ist auf dem richtigen Weg: Firmenchef Mark Hoffmann strebt weiterhin hohe Wachstumsraten an, ohne dabei das Ziel der Profitabilität aus den Augen zu verlieren. Eine Gratwanderung, die bisher ausgezeichnet gelungen ist. Und so waren auch die Analysten bei der Telefonkonferenz im Anschluss an die Veröffentlichung der Quartalsergebnisse begeistert. Im Gegensatz dazu war die Stimmung bei Ariba vor wenigen Tagen gedrückt. Zu sehr hatte das Unternehmen betont, man befinde sich in einer Phase der Neuausrichtung.

Parallel zu diesen Eindrücken entwickelte sich dann auch der Kurs der beiden Aktien. Ariba ging nach der Quartalsveröffentlichung um 20 Prozent in die Knie, Commerce One hingegen schoss direkt nach Bekanntgabe der Zahlen um über 20 Prozent in die Höhe.

Mit 26 Dollar notiert Commerce One jetzt wieder so hoch wie zum Jahresende 2000. Im Vergleich zum tiefsten Kurs des laufenden Jahres bei 16,50 Dollar hat die Aktie nunmehr 38 Prozent zulegen können. Ariba hingegen hat seit Jahresbeginn 27 Prozent an Wert verloren und notiert aktuell nur 15 Prozent über dem Tiefstkurs. Diese sehr unterschiedlichen Kursentwicklungen stimmen mit der fundamentalen Entwicklung beider Unternehmen überein: Commerce One überholt Ariba.

Zweifelsohne wird sich auch bei Commerce One das Wachstum zukünftig verlangsamen. Und der Aktienkurs wird sehr wahrscheinlich nie mehr wie Ende 1999 explodieren. Damals verfünfzehnfachte (!) sich die Aktie binnen vier Monaten. Aber das Unternehmen ist auf dem richtigen Weg und die Anteilsscheine sind vergleichsweise günstig. Während der Anbieter von B2B-Software Ende 1999 mit dem 60-fachen des erwarteten Jahresumsatzes bewertet wurde, beträgt die aktuelle Marktkapitalisierung von fünf Milliarden Dollar nur das fünfeinhalbfache des für 2001 erwarteten Umsatzes. Die richtige Bewertung – wenn es denn eine gibt – liegt irgendwo in der Mitte.

Zwei wichtige Dinge lassen sich abschließend festhalten:

Commerce One ist definitiv eines der besten Unternehmen in der nach wie vor boomenden B2B-Branche.
Die Aktie ist im Vergleich zu früheren Zeiten und im Vergleich zur Konkurrenz ausgesprochen günstig.
Fazit: Man kann an der Börse mit Sicherheit größere Fehler machen, als eine Commerce One bei 26 Dollar zu kaufen.


In diesem Sinne,

Alfred Maydorn

[gooodi]

@ WOERNI,

schau mal in dein postfach bei wo.

mfg.goodi

[gooodi]

hallo,

sollte sich uddi durchsetzen, wird es dazu beitragen, die umsätze der einzelnen marktplätze hoch zu schaukeln. verschiedene kunden und teilnehmer der einzelnen marktplätze können miteinander kommunizieren und geschäfte abschließen. auch könnten evtl. kleinere plattformen mit hilfe von uddi an die großen andocken. ich denke da auch an ppro oder an verschiedene regionale e-commerce initiativen.


artikel über uddi:

Gemeinsam wollen die Initiatoren darüber hinaus ein globales UDDI-Verzeichnis aufbauen und unterhalten. Hier können sich nachfragende und anbietende Unternehmen registrieren und nach geeigneten Geschäftspartnern suchen - bislang ist geplant, dieses Verzeichnis kostenlos zur Verfügung zu stellen.

Das Prinzip von Telefonbüchern illustriert das Verfahren anschaulich: der dem normalen "weißen" Telefonbuch entsprechende Teil des UDDI-Verzeichnisses enthält den Namen des Unternehmens, die Adresse und die üblichen Kontaktinformationen. Die "gelben Seiten" geben Aufschluß über die Produkte und Services, die das Unternehmen anbietet. Und die neuen "grünen Seiten" schließlich informieren über die Protokolle, die das Unternehmen im elektronischen Geschäftsverkehr nutzt. Die Systeme von aktuellen oder potentiellen Geschäftspartnern können diese Informationen durchsuchen und bei Erfolg downloaden, die standardisierte Form verringert dabei enorm die Komplexität der nötigen Programme. Den Geschäftspartnern stehen so alle Informationen darüber zur Verfügung, wie sie Transaktionen miteinander abwickeln können: Angebote und Rechnungen z.B. werden automatisch im vom Partner verwendeten Format übermittelt.

Insbesondere die elektronischen Marktplätze sollen von diesem Verfahren profitieren, denn gegenwärtig scheitert die vollständige Abwicklung der Geschäftsprozesse im elektronischen Medium häufig daran, dass die technischen Systeme der Akteure nicht hinreichend miteinander kommunizieren können. Zwar werden z.B. Auktionsplattformen für die Ausschreibung verschiedenster Güter rege genutzt, aber wenn es an Vertragsabschlüsse oder Lieferbedingungen geht, sind nach wie vor häufig Telefon und Faxgerät unerläßlich Hilfsmittel.

Das UDDI-Projekt ist eine offene Initiative der Industrie, jede Organisation kann teilnehmen.

meines wissens hat sich sogar oracle beteiligt, obwohl sie erst einen eigenen weg gehen wollten.

mfg.goodi

[gooodi]

kursziel 150 dollar, egal von wem, aber es klingt gut !

Commerce One and Covisint: Is This the Moment We’ve Been Wai
Investment Conclusion We are reiterating our Strong Buy recommendation and maintaining our $150 12-month price target. On December 8, 2000, Covisint became incorporated, allowing the automotive e-marketplace to recognize revenues following months of regulatory delays. Yesterday, December 12, 2000, Covisint issued a press release and held a subsequent press conference, which announced Commerce One as its E-procurement technology vendor. We view these two developments as a positive for Commerce One, which will not only gain revenues from the licensing of its E-procurement product suite, but has also entered into a revenue sharing agreement with Covisint.


mfg.goodi

[SteffenP]

Business Wire
Jan 18, 2001 (BUSINESS WIRE) -- Commerce One Chairman and CEO Mark Hoffman
gives investors the inside track on his company`s Q4 results, as well as his
outlook going forward.

For the complete streaming audio story users should access
http://www.on24.com/index.html?id=49108&type=av&ref=bizwire

[gooodi]

hallo,

ich kann leider nichts zur aktualität dieses artikels sagen. zeigt er aber in etwa die strategie commerce one`s
beim aufbau des global trading web.
die anbindungen müßten aus heutiger sicht wenigstens zum teil appnet machen.(wenn nicht sap komplett):

Die Commerce Chain-Lösung von Commerce One besteht aus zwei Produkten: BuySite und MarketSite, die zusammen die komplette ORM-Lösung bilden. BuySite bietet eine Lösung für interne Prozesse an, die von der Requisition bis zur Bestellung reichen. MarketSite übernimmt dann die Arbeit von der Bestellung bis hin zur Bezahlung, die den typischen Aufgaben des Lieferanten entsprechen. Commerce Chain baut eine Brücke zwischen diesen beiden Lösungen und bietet damit eine komplette ORM-Lösung.

Der Vorteil ist, daß die Integration perfekt funktioniert. Die Verbindung benutzt proprietäre Protokolle, die den anderen Systemen das Leben erschweren. BuySite bietet alle Werkzeuge an, um die wichtigsten Prozesse zu implementieren. MarketSite auf der anderen Seite bietet die Möglichkeit, die Kataloge der verschiedenen Lieferanten anzuzeigen, und erlaubt den Vergleich der angebotenen Waren und Dienstleistungen.

Der Ansatz von Commerce One zu dem der Mittbewerber unterscheidet sich darin zunächst ein weltweites Handelsnetz zu generieren (Global Trading Web). Dazu gewinnt Commerce One Telekommunikations- Unternehmen welche in den jeweiligen Ländern die MarketSite darstellen (MarketSite), Lieferanten einbinden und die Katalogdaten in einem weltweit einheitlichen Format verwalten (UNSPNC). Weitere länderspezifische Format wie BMEcat werden ebenfalls unterstützt. In Deutschland wird die MarketSite von der Deutschen Telekom abgebildet und "gehostet". Die MarketSite der DTAG ist das "Gateway" zum Commerce One Global Trading Web.

Die Commerce One MarketSite biete neben einem E-Procurement Modul die Integration von Marktplätze für Auktionen an, Einbindung von Finanzdienstleistungen von Banken, Travel sowie Verarbeitung von Steuern (länderübergreiffend). Commerce One bietet zusätzlich die Möglichkeit eine Satellitenversion (Net Market Maker) der MarketSite in Form eines eigenen Marktplatzes zu erstellen. Diese unternehmenseigenen Marktplätze erhalten Zugang zu einer MarketSite um im Global Trading Web handeln zu können.

Die Funktionalität der BuySide biete einen vollständigen Genehmigungsworkflow (länderübergreiffend), Tracking & Tracing (Online Informationen vom Lieferanten an den Käufer über Verfügbarkeit der Artikel) sowie eine einheitliche, lieferantenunabhängige Benutzeroberfläche.

Nach der Kooperation zwischen SAP und Commerce One sollen alle SAP Kunden in einem nächsten update das BuySide Moduel der Commerce One angeboten bekommen womit sich der Marktanteil in Deutschland erheblich ausweiten wird. Die Anbindung an das SAP R/3 wird im Zuge der Kooperation von SAP realisiert oder durch externe Beratungsunternehmen.



allerdings frage ich mich manchmal, ob i2 wirklich eine software mit wesentlich umfangreicherem service anbietet.
vielleicht kann mir mal jemand in einfachen worten den unterschied zwischen scm und orm erklären. meiner ansicht ist orm doch sehr umfangreich. kundenpflege oder reklamationsservice deckt doch i2 auch nicht komplett ab.
vielleicht irre ich aber.

mfg.goodi

[Eboerse]

Gooodi
Da liegt aber noch einiges dazwischen.
SCM,

Das SCM kennzeichnet die integrierten Unternehmensaktivitäten von Versorgung,Entsorgung und Recycling,inklusive die sie begleitenden Geld -und Informationsflüsse.

Ein Supply Chain Management bezieht sich sowohl auf die Prozesse einer Unternehmung selbst als auch auf ihre Vernetzung mit der Umwelt.

Der Bezugspunkt der internen SCM hängt von der Fertigungstiefe einer Unternehmung ab.
Die Interne SCM umfaßt folgende Stufen,

Wareneingang

Hochregallager

Kommissioniereung

Vormontage

Zwischenlager

Endmontage und Versand

Zweite Seite des SCM,

Unternehmensintegrierte SCM:

die Integrierte(Unternehmensübergreifende) SCM richtet sich auf die Schnittstellen einer Unternehmung mit ihren exterenen Partnern.
Inputseitig findet eine Verzahnung mit ihren Lieferanten statt,outputseitig ist die Unternehmung mit ihren Kunden verbunden.

ein gutes SCM wie es z.B I2 liefert,deckt also die gesammte Wertschöpfungskette(Value Chain) eines Unternehmens ab.

Alles in allem kann man zwischen einer Unternehmensinternen SCM und einer Unternehmensintegrierten SCM unterscheiden.

Im Grunde genommen deckt ein gutes SCM die komplette Betriebliche Organisation ab vom Wareneingang über die Produktion bis hin zum Warenausgang.
Lese mich gerade in das Thema ein.

Ich wünsche mir eine SCM-Lösung von Commerce One,b.z.w Commerce One und SAPmarkets.

Commerce One kann derzeitig lediglich durch die Enterprisebuyer(ehemals buysite) und der Marketsite eine Chain Lösung anbieten.
MySAP.com hingegen beihaltet eine SCM.
In welchem Umfang weiß ich nicht.


Grüsse


PS: 80 Märker Telefonrechnung nur mit Troisdorf sind schon heavy.
Ich steige wieder auf E-Mail um Gooodi

[Eboerse]

Gooodi,
schicke mir Deine Adresse und ich werde Dir das Buch denn zusenden okay?
Ich habe hier mittlerweile einiges zu dem Thema und werde ein paar Wochen auf das Buch verzichten können.
Grüsse

[gooodi]

@ eboerse,
bist du noch da ?
schau mal in deinen aol-briefkasten.

gegen halb neun werde ich dich mal anrufen ! schalte vielleicht mal aus.

mfg.goodi

[CrazyBroker]

@eboerse,

das mit dem Posting von Gooodi war nicht ernst gemeint, sonst hätte ich den schmollenden Smily genommen.

Bye Hansi

[Eboerse]

Gooodi,
bin jetzt intranet.

[aberwitz]

Hallo Eboerse alter cash-burner

[buckweiser]

Constructeo Partners with Commerce One and Microsoft to Build Leading European E-Marketplace for the Construction Industry
France, Paris, 18 January 2001

Cap Gemini Ernst & Young to provide consulting and technology integration support.

Constructeo today announced the signing of definitive agreements with Commerce One Inc. (NASDAQ: CMRC), Microsoft (Nasdaq :MSFT), and Alexsys to power its e-marketplace for the European construction industry. Cap Gemini Ernst & Young assists in the conception and the implementation of the platform.

Constructeo is a leading vertical service provider for the European engineering and construction industry. Its open technology platform delivers integrated services including an industry focused information portal, online project management and e-commerce capabilities. These services will help customers collaborate seamlessly, manage core business processes and improve profitability.

Currently 17 major clients, working on construction projects with a value in excess of 1 billion Euros, are utilising Constructeo’s online project management services. These Constructeo customers include LD-Com, SOCATOP, and Caisse des Dépôts et Consignations.

Constructeo is the only vertical service provider in the construction sector to have won the backing of numerous industry leaders including Group Vinci, which alone has sales in excess of 17 billion Euros (14.8 billion USD) for 2000.

Services availability
As a one-stop shop via the Internet, Constructeo offers the following suite of products to address the complex nature of the construction industry:

Information portal: all the information necessary to successfully carry out a construction project, including key information on the construction industry; internal information linked to each project; technical databases; fiscal, administrative and legal information; discussion forums and relations with professional organisations.
Online project management: Web-based work zones to help manage projects on a day-to-day basis. Constructeo’s highly flexible project management tool enables all authorised parties to read, review and amend construction site documentation, as well as accessing comprehensive reports of work in progress, planning and reporting.
E-commerce: Constructeo’s e-commerce tools are designed to address the requirements of purchasing transactions in a secure, online environment that significantly reduces the time and cost associated with such transactions (access to large pool of suppliers, online product catalogue, request for information and for quotation, secured online ordering).
It is expected that this agreement with powerful partners like Commerce One, Microsoft and Cap Gemini Ernst & Young will help ensure that Constructeo’s key e-commerce features will be made progressively available during the course of 2001.

Bertrand Dumazy, chairman of the board, Constructeo.com explained: “Our aim is to provide an open technology platform incorporating value-added services, designed for and by construction professionals. Constructeo plans to offer efficient project management and collaborative tools, information transparency, improved procurement and logistics across the industry, as well as first-class support and superior technical solutions, which is why we have chosen Commerce One, Microsoft and Cap Gemini Ernst and Young as our partners.”

Mark Hoffman, chairman and CEO of Commerce One said: "Alongside Microsoft and Cap Gemini Ernst & Young, Commerce One is delighted to deliver an industry leading e-marketplace infrastructure solution for Constructeo. We believe the combination of our global vision and strong product portfolio will help enable Constructeo to deliver a powerful e-marketplace for the construction industry."

Steve Ballmer, president and CEO of Microsoft commented: “Constructeo is a great example of how technology can be used to shape services benefiting an industry and all of its particular demands. Our contribution is to provide the technology, but ultimately what we and our partners are doing is giving the construction industry greater speed and agility in the way it does business. This will help customers compete more easily and effectively.”

In this project, Cap Gemini Ernst & Young has signed a memorandum of understanding to help Constructeo in the conception and the implementation of the platform, bringing their international expertise, acquired through several marketplace projects in different economic areas. André Cichowlas, CTO “B to B” Market Place, Cap Gemini Ernst & Young specified: “ Constructeo`s added value lays not only on its technological specification but on an ambitious business model: marketplace, portal, online project management tool all at one Internet destination. This unique mix gives Constructeo competitive advantage in its field. On a longer term, our Group will continue to back up Constructeo, with its outsourcing services, to ensure maximum facility of use and system reliability."

About Constructeo
Designed with the support of major players in the construction industry and developing partnerships with other key actors, Constructeo aims to provide a comprehensive technology platform. It offers a range of online services such as project management tools, e-commerce facilities, as well as technical and professional information. Created in May 2000, Constructeo relies on the support of a number of prestigious partners, leaders in their sector, including the following ones:

Vinci, leading construction company in Europe and worldwide.
Masaï Consulting, a consulting firm specialised in purchasing / procurement / supply chain optimisation.
Coteba Management, a leading design office which have launched the first project management tool in France in 1990.
Bureau Veritas, a leading player in the area of conformity assessment and trust management for Internet B2B market places.
www.constructeo.com

About Commerce One
Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at [phone] or [phone] or [phone] or via the Internet at www.commerceone.com.

About Microsoft
Founded in 1975, Microsoft (Nasdaq "MSFT") 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.

www.microsoft.com

About Cap Gemini Ernst & Young
Cap Gemini Ernst & Young is one of the largest management and IT consulting firms in the world. The company offers management and IT consulting services, systems integration, and technology development, design and outsourcing capabilities on a global scale to help traditional businesses and "dot companies" continue to implement growth strategies and leverage technology in the new economy. The organization employs more than 58,000 people worldwide and reports global revenues of about 7.7 billion euros (1999 pro forma). More information about individual service lines, offices and research is available at www.cgey.com.

About Alexsys
For nearly a decade, Alexsys has been at the very forefront of the implementation of new technologies for commerce, physical distribution, logistics and supply chain management. In these fields Alexsys offers integrated solutions for process transformation, based on consulting and audit, tailor-made development and implementation of SAP/Commerce One, e-commerce, business to business procurement, Customer Relationship Management and Supply Chain Management solutions.

[buckweiser]

Pleasanton, Calif.-Based E-Commerce Firm Reports Huge Increase in Sales

PLEASANTON, Calif., Jan 19, 2001 (Contra Costa Times - Knight Ridder/Tribune
Business News via COMTEX) -- Commerce One Inc. dazzled Wall Street on Thursday
with a huge increase in sales, improvements in red ink, and projections that by
year`s end it will be closer to becoming a billion-dollar company.

The Internet commerce company posted an 11-fold increase in revenue for its
fourth quarter that ended Dec. 31. Sales totaled $191.4 million, up 1,033
percent from $16.9 million during the same period the year before. Sales in the
October-December quarter were 70 percent higher than sales in the July-September
period.

During the fourth quarter of 2000, Commerce One lost $197.5 million, or 99 cents
a share, compared with a loss of $28.8 million, or 20 cents a share, the year
before. But excluding acquisition-related costs and amortization, Commerce One
would have lost 5 cents a share. That`s a bit better than what Wall Street had
been expecting on that basis, a 7-cent loss.

Pleasanton-based Commerce One has begun to hit on all cylinders, Mark Hoffman,
Commerce One`s chairman and chief executive, said in an interview.

"We felt good about every segment of our business," Hoffman said. "Just about
every part of our markets contributed to our revenue stream."

The company provides software and consulting services that helps companies
establish Internet marketplaces, which are a kind of online bazaar.

Analysts were especially pleased by the boom in sales.

"I was very impressed. I thought Commerce One did a great job," said Thomas
Berquist, an analyst with the Menlo Park office of Goldman Sachs. "The revenues
looked even better than the bottom line. It was pretty surprising."

Commerce One disclosed its results after the financial markets had closed. The
company was down 25 cents to $21.69 on Thursday. But in after-hours trading,
Commerce One traded at $26, or a 20 percent gain.

Some analysts also were optimistic because the online marketplaces that Commerce
One has spearheaded appear to be generating healthy sales. These include an
Internet-trading exchange for the automotive industry. Companies in these online
marketplaces can use the Internet to buy products and services, scout for
suppliers, hold auctions and track the progress of purchases. Commerce One`s
revenues from its networks rose 50 percent during the recent quarter.

"This indicates that this stuff actually works," said Patrick Walravens, an
analyst in the San Francisco office of Lehman Brothers. "Commerce One also
provided some guidance that suggests it can take away market share from its
competitors" this year in the business-to-business, or B2B, online arena. The
company`s principal rivals include Ariba Inc. and i2 Technologies Inc.

Still, Commerce One faces some significant challenges. Analysts hope Commerce
One can use its partnership with technology titan SAP AG to continue to deploy
new Internet marketplaces and ensure that the existing ones operate properly and
produce revenues.

Executives with Commerce One believe those challenges can be met, especially
because the company has jumped into a market that could produce a bumper crop of
sales.

"If you look at the projections for the B2B marketplace, no one is backing off
the prediction that this is going to be a $7 (trillion) to $12 trillion market
around the world," Hoffman said.

Company officials told analysts Thursday that Commerce One`s sales can blossom
to the $925 million mark by the end of this year. Only a few months ago, Wall
Street had expected sales would be somewhat higher than $800 million for 2001.

"Commerce One can become a billion-dollar company," said Mark Verbeck, an
analyst with Epoch Partners in San Francisco. "That`s a very real possibility.
If they can do that in 2001 or 2002, it would be in record time. That`s pretty
amazing."

[isaaacc]

bin nicht unbedingt ein fan von analysten.
allerdings ist interessant zu wissen, auf welcher basis sie entscheiden.
folgender auszug aus den aktivitäten von morgan stanley dean witter:

B2B EXCHANGES

The Morgan Stanley Dean Witter Technology Group also played a


leading role in the creation of the most significant global industrial B2B exchanges formed this year. The firm advised in the creation of nine of these exchanges, including the first, which involved the partnership of DaimlerChrysler, Ford and General Motors to create Covisint, an online marketplace for the automobile industry. The following is a chronological list of B2B exchanges for which Morgan Stanley Dean Witter served as advisor in 2000:

Exchange Participants
-------- -------------
Covisint DaimlerChrysler, Ford, General Motors, Nissan and
Renault

Forest Express Boise Cascade, Georgia-Pacific, International
Paper, Mead, Weyerhaeuser and Willamette

Exostar BAE SYSTEMS, Boeing, Lockheed Martin and Raytheon

European Utilities Endesa, Edf, Electrabel, Enel, Iberdola, National
Grid Company, Northern Electric, NUON, RWE,
ScottishPower, United Utilities and Vattenfall

Trade-Ranger Royal Dutch/Shell, BP Amoco, Conoco, Dow Chemical,
Equilon Enterprises, Mitsubishi Corporation,
Motiva Enterprises, Occidental Petroleum, Phillips
Petroleum, Repsol YPF, Statoil, Tosco,
TotalFinaElf and Unocal

Quadrem Alcan Aluminum, Alcoa, Anglo
American, Barrick Gold, The Broken
Hill Proprietary Company, Compania
Nacional del Cobre de Chile
(CODELCO), Compania Vale de Rio
Doce (CVRD), De Beers Consolidated
Mines, Imerys, Inco, Newmont
Mining, Noranda, Normandy Mining,
Pechiney, Phelps Dodge, Rio Tinto
and WMC Limited

Elemica Air Products, Ashland Distribution
Company, ATOFINA, BASF, Bayer, BP
Amoco, Brenntag, CHEMCENTRAL, Ciba
Specialty Chemicals, Dergussa-Huls,
Dow Chemical, DSM, DuPont,
Celanese, Millennium Chemicals,
Mitsui Chemicals, Mitsubishi
Chemicals, Rhodia, Rohm and Haas,
Royal Vopak, Shell Chemical
Company, Solvay and Sumitomo
Chemical

Pantellos American Electric Power, Carolina
Power & Light, Cinergy,
Consolidated Edison, Dominion
Resources, DTE Energy, Duke Energy,
Edison International, El Paso
Energy, Entergy, Exelon,
FirstEnergy, FPL Group, GPU,
Ontario Power Generation, PG&E,
Public Service Enterprise Group,
Reliant Energy, Sempra Energy,
Southern Company and TXU

e2open.com Acer, Hitachi, IBM, LG Electronics, Lucent
Technologies, Matsushita Electric, Nortel
Networks, Seagate Technology, Solectron and
Toshiba


"The success of Morgan Stanley Dean Witter`s Technology Group is due largely to the experience, industry insights, and continuity of our global investment banking and research team. In the years ahead, the team`s ability to leverage our global network and client relationships managed by the other industry groups within our firm will become increasingly important to our technology clients," said Shah. "With the technology industry feeling the effects of changing market conditions, we are more committed than ever to finding innovative solutions to help our clients grow and succeed in any economic climate."

Morgan Stanley Dean Witter & Co. (NYSE:MWD) is a global financial services firm and a market leader in securities, asset management and credit services. The company has offices in New York, London, Tokyo, Hong Kong and other principal financial centers around the world and has 524 branch offices throughout the United States.
http://dowjones.work.com/index.asp?layout=display_news&searc…

bei den meisten großen von c1 dabei.
sollte ihnen einen guten einblick geben, falls man nicht an verschwiegenheit in den eigenen reihen glaubt.

schoene gruesse.

[DimStar]

FreeMarkets hat heute einen sequentiellen Anstieg des Transaktionsvolumens um 18 % gemeldet, erwartet wurden 38 %, das durchschnittliche Volumen lag bei 1,5 Mio $. Der Umsatz stieg um 30 %, das könnte ein Indiz dafür sein, daß die Services auf der Exchange komplexer werden.

http://biz.yahoo.com/bw/010122/pa_freemar_2.html

[SteffenP]

http://www.upside.com/Adam_Feuerstein/3a6c9d0d1_yahoo.html

A Commerce One-SAP lovefest
Everything you wanted to know about b-to-b
January 23, 2001 03:00 AM ET


What I think I know about the b-to-b sector:


Commerce One`s (CMRC) decision to hook up with SAP (SAP) looks pretty smart these days. There was a lot of skepticism about this partnership when it was announced last June, mainly because the German software maker wasn`t known for playing nice with partners.

Most of those doubts were put to rest after Commerce One announced surprisingly strong financial results last week, topped off by a bullish outlook for the rest of the year. As previously reported, 30 percent of Commerce One`s fourth-quarter revenue came from deals with SAP -- and the two companies just started selling their jointly developed software. There are 13,000 corporate customers using SAP software out there, which gives Commerce One a large pool in which to sell its products.


Of course, Commerce One could also be in big trouble if this relationship sours. But there aren`t any indications of that happening, so far.



The b-to-b sector has largely lived up to expectations during this financial reporting season. Companies that posted strong numbers and presented a convincing case for future growth -- Commerce One and i2 Technologies (ITWO) -- have been rewarded by investors. Companies that have issued mixed results, including iffy guidance for 2001 -- Ariba (ARBA) comes to mind -- have been hit with some selling.


When will the Alliance -- the b-to--b partnership between Ariba, i2 Technologies and IBM (IBM) -- file for divorce? The answer: Never, at least officially. Don`t expect to see a press release announcing the dissolution of the Alliance. The end of partnerships like these is never as neat and tidy as their launch. Instead, the Alliance will just die a slow, tortured -- and quiet -- death.

Well, maybe not that quiet. During i2`s conference call with analysts last week, co-chairman Romesh Wadhwani fanned the flames with this quip: "Customers don`t really care about first-generation e-commerce systems that purchase office supplies. They care about a complete transformation of their business."


Do you think Wadhwani was talking about Ariba?


I2, of course, believes it possesses all the b-to-b tools any company would ever need. Remember the days when Oracle was considered the World`s Most Arrogant Software Company? These days, that title goes to i2. Let`s just hope they can deliver on all their promises.



Give Oracle (ORCL) credit for adding another interesting wrinkle to the b-to-b game: The importance of customer feedback and marketing data to supply-chain and product development software.

When Oracle execs demo`ed their new collaborative b-to-b applications last week, they showed how data from a company`s marketing and customer service departments could be used to improve the efficiency of a company`s supply chain, or in designing better products.


Sounds like a no-brainer. If customers tell you that your new product is the greatest thing since sliced bread, it makes sense to quickly get on the horn with your suppliers to make sure you have enough parts to keep up with demand. The same goes if customer feedback is negative -- why not use that information to huddle with suppliers for a redesign?


You don`t hear a lot of online marketplaces, or the b-to-b companies that sell them software, talking about this much. The big hurdle, of course, is getting your customer service database to share information with your supply-chain software, etc. Oracle, of course, has that problem beat (or so it claims) because its customer service, supply-chain and product development applications are all part of one e-business software suite, running on a single Oracle database.


Of course, most companies or marketplaces don`t run 100 percent on Oracle, so that would seem to open up some doors for CRM software companies like Siebel Systems (SEBL), Kana Communications (KANA) or E.piphany (EPNY) to attack this side of the b-to-b game.



Question: Why is Covisint, the big automotive industry exchange, having such a tough time finding a CEO?

All of the other industry-led marketplaces, it seems, are having no trouble finding executives to sit in the big chair. In the last few weeks, Exostar (aerospace), Elemica (chemicals) and Omnexus (plastics) have all announced CEO appointments.


Covisint is the oldest of these mega-marketplaces -- it claims it will be the biggest and most successful -- so why is it so hard to find a chief executive?

[buckweiser]

Commerce One: Quartalszahlen – das Unternehmen ist auf dem richtigen Weg

23.01.2001
Aktuelles Urteil: kaufen (unverändert)
Letztes Update: 02.01.2001

Aktueller Kurs: 28,03 USD
Marktkapitalisierung: 5,6 Mrd. USD

KGV 2001/02: k.A. / 44,5
KUV 2001/02: 5,1 / 3,4

2000 war das erste Jahr, in dem B2B weltweit für die Masse der großen Unternehmen zu einem Thema wurde, mit dem man sich ernsthaft auseinanderzusetzen begann. Viele Projekte sind bereits angelaufen, weit mehr befinden sich im Stadium der Konzeption und Projektion. Für Commerce One kam es im vergangenen Jahr darauf an, mit bedeutenden Referenzprojekten die eigene Kompetenz zu unterstreichen und die internen Unternehmensstrukturen so zu erweitern, daß aus einem Start-up ein weltweit handlungsfähiger Softwarekonzern mit hoher Lösungskompetenz wurde. Diese Ziele können im wesentlichen als erreicht angesehen werden. Mit Marktplätzen wie Covisint und Exostar betreut das Unternehmen mehr der bedeutendsten B2B-Projekte als jeder andere Wettbewerber. Die Übernahme von Appnet und die zahlreichen Partnerschaften mit weltweit führenden Beratungshäusern sichern ab, daß Commerce One auch große Projekte praktisch umsetzen kann. Ein Forschungs- und Entwicklungsbudget von mittlerweile 30 Mio. USD je Quartal in Verbindung mit der Partnerschaft mit SAP stärkt die technologische Basis des Unternehmens mehr und mehr.



Die Zahlen des 4. Quartals 2000

Seinen Umsatz konnte das Unternehmen auf 191,4 Mio. USD steigern. Damit wurde die eigene Planung von Commerce One, die einen Umsatz in Höhe von 177 Mio. USD vorsah, als auch unsere Erwartung von 185 Mio. USD geschlagen. Für das Gesamtjahr 2000 erzielte das Unternehmen einen Umsatz von 401,8 Mio. USD, was ebenfalls über unserem Planansatz von 395,4 Mio. USD liegt. Das Wachstum betrug dabei gegenüber dem Vergleichsquartal des Vorjahres 1.033% und sequentiell 70%. Allerdings geht ein großer Teil des sequentiellen Wachstums auf die erstmalige Vollkonsolidierung der übernommenen Appnet zurück. Daß dadurch auch der Serviceanteil am Umsatz deutlich gestiegen ist, bemerkt man an der auf 57% gefallenen Rohertragsmarge (Vorquartal 65%). Hier erwarten wir für die Zukunft jedoch wieder einen langsamen Anstieg. Ebenfalls auf die Appnet-Übernahme ist eine Verschiebung innerhalb der operativen Kostenstruktur zurückzuführen. So wuchs der Verwaltungsaufwand sequentiell um mehr als 100% auf nun 22,7 Mio. USD, während die für einen Softwarehersteller eigentlich wesentlicheren Bereiche Forschung und Vertrieb nur um 20% (auf 32 Mio. USD) bzw. um 30% (auf 65 Mio. USD) zugelegt haben.

Im operativen Geschäft verzeichnete Commerce One somit einen Verlust in Höhe von 10,8 Mio. USD. Dies bedeutet jedoch eine deutliche Verbesserung gegenüber dem Vorquartal, wo der operative Verlust noch bei 14,7 Mio. USD lag. Die DSO erreichten mit 72 einen guten Wert, insbesondere wenn man sie mit den 102 Tagen des Vorquartals vergleicht.


Der SAP-Deal kam zur rechten Zeit

30% der Lizenzeinnahmen des 4. Quartals resultierten bereits aus der Technologie- und Vertriebspartnerschaft mit SAP. Daraus ist ersichtlich, daß die Zusammenarbeit in der Praxis sehr gut funktioniert. Es ist zu vermuten, daß diese in Zukunft noch viel Potential bietet, jedoch auch, wie eminent wichtig sie für Commerce One gewesen ist. Denn wie hätten die Zahlen wohl ohne diesen Einfluß ausgesehen? Es ist offensichtlich, daß die Errichtung immer neuer Megaexchanges irgendwann an die Grenze des Sinnvollen stößt. Einnahmen sind dann nicht mehr in erster Linie durch den Verkauf neuer Softwarelizenzen für große Marktplätze zu erzielen, sondern durch den Verkauf von zusätzlichen Features und Leistungen an die bestehenden Marktplätze und natürlich mit herkömmlicher E-Procurement-Software, der bisherigen Domäne Aribas. Insbesondere bei E-Procurement-Software scheint es den Partnern SAP und Commerce One mit dem gemeinsamen Produkt Enterprise Buyer Professional Edition zu gelingen, die auf ca. 13.000 Unternehmen geschätzte Kundenbasis von SAP mit wachsendem Erfolg zu penetrieren. Ohne dieses neue Geschäftsfeld wäre es denkbar, daß Commerce One derzeit in ein Umsatzloch fallen würde, da die Zahl der großen Marktplatzlösungen nicht mehr dramatisch wachsen kann, es gleichzeitig aber für die vielen Dienste, die auf den bestehenden Megaexchanges die Transaktionsgebühren rechtfertigen können, noch zu früh ist.


Marktplätze noch unreif

Daß selbst die Marktplätze wie Covisint, die mittlerweile rechtlich handlungsfähig sind, über ein Management und Mitarbeiter verfügen und begonnen haben, die notwendige Software zu installieren, erst ganz am Anfang ihrer Aufgabe stehen, ist mittlerweile allgemein bekannt. Die technologischen und organisatorischen Hürden, die sich den Betreibern großer B2B-Marktplätze in den Weg stellen, sind lange unterschätzt worden. Nunmehr ist klar, daß es ein wirklich ehrgeiziges Ziel darstellt, wenn beispielsweise Covisint in den Basisfunktionen bis 2003 in der Breite der Zulieferketten funktionieren soll. Ob bereits für 2003 auch mit so komplexen Technologien wie einem automatisierten Supply-Chain-Management über die gesamte Lieferkette zu rechnen ist, darf aus heutiger Sicht ernsthaft bezweifelt werden.

Aus diesem Grund wird es auch recht lange dauern, bis die durch die Transaktionen auf den Marktplätzen entstehenden Network-Revenues für Commerce One eine wirklich entscheidende Rolle spielen werden, d.h. bis sie für mehr als 50% des Umsatzes sorgen können. Erfreulich ist in diesem Zusammenhang jedoch, daß im 4. Quartal immerhin schon 15 Mio. USD an Transaktionseinnahmen angefallen sind. Dies ist eine sequentielle Steigerung von 50% und entspricht einem Gesamtumsatzanteil von 7,8%.


Gute Zukunftsaussichten

Commerce One geht weiterhin davon aus, daß das Unternehmen im 2. Quartal 2001 im operativen Geschäft den Break-even erreichen wird. Für das Gesamtjahr 2001 wird nun mit einem Umsatzvolumen in Höhe von 900 bis 925 Mio. USD gerechnet. Was eine Korrektur der bisherigen Unternehmensplanung um ca. 100 Mio. USD nach oben bedeutet. Für das laufende Quartal erwartet man dabei einen Umsatz von ca. 207 Mio. USD, was einem sequentiellen Wachstum von nur noch ca. 8% entsprechen würde. Auch wenn wir diese Prognose für etwas zu negativ halten, weisen die nur um 19% gewachsenen Deferred Revenues ebenfalls auf eine sich merklich abschwächende Wachstumsdynamik hin.

2001 2002 2003 2004 2005 2006 2007 2008 Ewige Rente
Umsatz (in Mio.) 1.100 1.650 2.310 3.003 3.754 4.504 5.180 5.698
Rendite - 8% 15% 20% 20% 20% 20% 20%
EpS - 0,63 1,58 2,60 3,10 3,54 3,88 4,06 41,83
Fairer Wert bei Abzinsung der Gewinne mit 13%: 32,53 USD
Der Ertragswert von Commerce One. Angaben in USD.


Die Umsatzerwartungen für 2001 haben wir von 1,3 Mrd. USD auf 1,1 Mrd. USD zurückgenommen. Für das laufende Jahr unterstellen wir das Erreichen des Break-even. Die weitere Wachstumsreihe geht von 50%, 40%, 30%, 25%, 20%, 15% und 10% aus. Das ewige Wachstum wurde mit 3% angenommen, die künftigen Gewinne mit 13% abgezinst und die Anzahl der Aktien jährlich mit 5% verwässert.


Fazit

Commerce One hat in einer schwierigen gesamtwirtschaftlichen Situation ihre starke Stellung im Wachstumsmarkt B2B unter Beweis gestellt und unsere Erwartungen erfüllt. Die Partnerschaft mit SAP hat sich für das Unternehmen als sehr wichtig erwiesen. Es wurde die Basis dafür geschaffen, auch in der Zukunft als einer der bedeutendsten Player im B2B-Bereich auftreten zu können. Eine wesentliche Frage für die künftige Entwicklung des Unternehmens wird sein, ob die Umarmung mit SAP nicht eines Tages zu einer Umklammerung wird, die Commerce One die Luft abschnüren könnte. Dies ist insbesondere deshalb ein Risiko, weil SAP über das künftig wahrscheinlich sehr wichtige SCM-Know-how verfügt. Commerce One steht hier, ähnlich wie Ariba, vor der strategischen Herausforderung, die vorhandene, primär transaktionsorientierte Software zu Lösungen weiterzuentwickeln, die kollaborative bzw. SCM-Anforderungen erfüllen kann. Wir empfehlen die Aktie von Commerce One weiterhin zum Kauf.

Sepp Ludwig Gramann

© 2001 Performaxx AG

[buckweiser]

Handelsblatt 22.01.2001

Softwareunternehmen sind nur gemeinsam stark

von Melanie Volberg, Handelsblatt.com

Die großen Softwareschmieden wie SAP und Intershop entwickeln derzeit verstärkt Produkte für den B2B-Handel. Aber die Kunden sind unzufrieden, denn IT-Investitionen sind ihnen nicht rentabel genug. Eine Lösung könnte in Kooperation von Softwareunternehmen liegen.


DÜSSELDORF. Auf dem Technologiemarkt ist derzeit folgendes Rezept erfolgreich: Man kündige ein paar Mal an, in Zukunft auf B2B zu setzen. Und schon folgen die Anleger und die Analysten stufen eifrig hoch. Doch so vielsprechend auch die Prognosen sind - Gartner Group spricht von einer Verfünfgzigfachung des Marktumsatzes in nur 4 Jahren auf 145 Mrd. $ - die Geschäftsmodelle der Unternehmen sind noch nicht effizient genug. Ziel ist es, über den gesamten Betriebsablauf hinweg, von der Bestellung des Endkunden über Produktion und Zulieferer bis zur Auslieferung den Prozess so weit zu technisieren, dass Kosten gesenkt werden können. Beispiel: Der Wunsch des Autokäufers, ein Blaupunktradio zu bestellen wird nicht über den Tisch bzw. PC des Automobilherstellers abgewickelt, sondern landet direkt bei Blaupunkt. Dies kann aber noch kein einzelnes Softwareprodukt leisten. Die Unternehmen haben entweder Stärken im Bau von Marktplätzen oder das Know-How bei betriebsinternen Prozessen oder in CRM-Produkten (Elektronische Unterstützung von Sales, Marketing, Vertrieb und Service). Viele versuchen derzeit mit Kooperationen ihre Schwächen auszugleichen und dem Käufer ein Komplettangebot zu bieten.

SAP hat das erkannt: Die Walldorfer Softwareschmiede hat ihre Stärke in ERP Systemen (betriebsinterne Planung für das Rechnungswesen, Personal und Marketing). Schwächen hat der Softwareriese vor allem im Bereich CRM . Das Unternehmen versucht daher diese Schwäche über eine Kooperation auszugleichen. Im Bereich CRM wurde eine Zusammenarbeit mit Clarify (Nortel) abgeschlossen. Fehlte noch ein Partner, der Erfahrung im Bau von Marktplätzen mitbringt. Den fand SAP in Commerce One. Commerce One gilt neben Ariba als Markführer im Bau der Marktplatzinfrastruktur. Solch ein Dreierteam steht in der Gunst der Analysten ganz oben. SAP punktet hier gegenüber seinem Wettbewerber Oracle. „Besser ist es von jedem Unternehmen das Beste einzukaufen als zu versuchen alles aus einer Hand anzubieten, wie es Oracle in vielen Bereichen macht,“ meint Analyst Norbert Loecken von der West LB. Ein weiteres „Dreamteam“ wie Robert J. Johnson von ABN Amro es nennt, sei die Zusammenarbeit von Ariba, IBM und I2 Technologies.

Heirat zwischen SAP und Intershop nicht erfolgsversprechend

Nicht jeder Zusammenschluß aber wird positiv gesehen. So führte die Spekulation über eine Übernahme Intershops durch SAP zwar zu Kurssteigerungen der Titel; die Experten betrachten die Übernahme aber kritisch. Der Thüringer Anbieter von Online-Shopware mit Hauptsitz in Kalifornien konzentriert sich auf die Verkaufsseite der Unternehmen. SAP aber auf die Einkaufsseite. Norbert Loecken hält solch eine Kooperation daher nur für eine zusätzliche Baustelle. SAP hat seiner Meinung nach „ganz andere Probleme“. Intershop ist auf amerikanische Vertriebsprofis angewiesen, die über entsprechende Beziehungen verfügen. Um Kosten zu sparen, wird Intershop die Zahl seiner eigenen Vertriebsleute auf 20 reduzieren. Für Norbert Loecken „zu wenige“.

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Abweg ist die Idee einer Zusammenarbeit zwischeneinem ERP-Spezialisten wie SAP und einem Shop-Spezialisten wie Intershop aber nicht. Denn die Software Infinity von Intershop lässt sich sowohl für den Aufbau von Shop-Systemen für Online-Händler als auch für elektronische Geschäftsprozesse nutzen. Dies ist ein Anfang. Wenn es erst einmal gelingt den gesamten Betriebsablauf, von der Bestellunge des Kunden bis zu Auslieferung elektronisch zu vereinfachen, wird es auch keine Trennung mehr zwischen B2B und B2C geben.

!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Unternehmen beklagen mangelnde Rentabilität der Software

Dieses Ziel liegt aber noch in weiter Ferne. Denn die meisten Sodtwareprodukte sind nicht kompatibel. Viele Unternehmen können die CRM-oder SCM-Systeme nicht an ihre internen Prozesse anzupassen. Norbert Kettner, Geschäftsführer bei Accenture (früher: Anderson Consulting) kennt das Problem aus seiner Beratung. Hier gehe es oft um Schnittstellen bei den verschiedenen Systemen. Die Unternehmen haben in den letzten Jahren aufgerüstet und sich einen regelrechten IT-Rüstungswettlauf geliefert. Nun bleiben die Ergebnisse aus. Norbert Kettner meint, das hinge auch mit der mangelnden Umsetzung zusammen. So helfe die Software zwar Personalkosten einzusparen, aber die nun für das Betriebsergebnis überflüssig gewordenen Mitarbeiter würden nicht entlassen oder anderweitig effektiv eingesetzt.

Überzeugungsarbeit ist nötig

Die Kostenreduzierungsmöglichkeiten sind enorm. Im Bereich Automobil reduzieren Marktplätze für standardisierte Teile (z. B. Schrauben) die Kosten schon zwischen 8 und 15 %, meint Norbert Kettner. Je mehr Teile sich standardisieren lassen, desto größer die Einsparmöglichkeiten. Die Unternehmen von diesen Möglichkeiten zu überzeugen, bleibt eine dringende Aufgabe der Softwareunternehmen in den nächsten Monaten. Denn nach einer Umfrage von Morgan Stanley Dean Witter unter 400 großen europäischen Unternehmen will jede dritte Firma die Investitionen in E-Business-Lösungen nicht erhöhen. Das sind doppelt so viele wie noch vor 6 Monaten. Forrester Research resümiert für 2000, das es keinem der Anbieter gelungen ist anstelle von Insellösungen eine Gesamtlösung anzubieten. Akquisitionen und strategische Partnerschaften werden also in diesem Jahr eine große Rolle spielen.

[isaaacc]

January 22, 2001
Exostar cleared for takeoff
With new executive at the controls, aerospace e-hub ready to fly
by Richard Karpinski

Exostar Inc. finally has someone in the cockpit.
The aerospace e-marketplace this month named Andy Plyler as its new president-CEO. Plyler had been COO of PartsBase.com, one of a handful of companies building exchanges for the aerospace repair parts aftermarket.

Prior to joining PartsBase, Plyler served as e-business director for AlliedSignal’s aerospace division. He also spent more than 10 years at Delta Air Lines.

Now at Washington-based Exostar—founded by Aerospace giants BAE Systems, The Boeing Co., Lockheed Martin Corp. and Raytheon Co.—Plyler will focus on wringing out the costs and improving the efficiencies for one of the world’s most complex industry supply chains.

Plyler’s appointment to CEO is an intriguing one. It’s becoming a common move for large industry consortia to tap top executives at independent Net markets in their industry. With the Exostar top spot filled, attention turns to Covisint L.L.C. as the biggest b-to-b e-market still searching for a CEO.

Exostar has yet to build a service targeting the repair aftermarket, but the Plyler appointment would seem to pave the way for cooperation between Exostar and some of the industry’s independent e-markets.

PartsBase Chairman-CEO Robert Hammond, in fact, said Plyler’s move won’t harm his company and may set the stage "where exchanges like ours and Exostar can work together in the future," he said.

Under the radar

Despite a high-profile launch last summer, Exostar has been flying beneath the radar much of the time.

So far, the e-market has focused mainly on indirect procurement. It has signed up 50 suppliers, 15 of which have catalogs up and running on the e-marketplace. It also has held a handful of reverse auctions, including deals for bulk direct materials such as aluminum and steel, said Stephen O’Sullivan, Exostar’s exec VP-sales and marketing.

"Our four founding members are each actively trading on the exchange," O’Sullivan said, adding that the companies have saved an average of 10% on transactions made over the exchange.

In March, the exchange will be upgraded to allow its members to do direct materials procurement via dynamic pricing systems, O’Sullivan said.

Still to come is a decision on which vendor to use for supply chain collaboration. Exostar’s core technology provider is Commerce One Inc., so a deal with Commerce One partner SAP AG for supply chain tools may be in the offing. "We haven’t made that decision yet," O’Sullivan said.

Exostar is also determining its sell-side strategy, in which its members would use the exchange to sell to its customers, such as the airlines.

Exostar has yet to add any new buy-side members, such as second tier aerospace vendors. But "we’re talking to everybody," O’Sullivan said.

top


-------------------------------------------------------------http://www.btobonline.com/cgi-bin/article.pl?id=4921--------…
Copyright January 2001, Crain Communications, Inc.

[isaaacc]

insgesamt 100 leute, unten die 10 sind verlinkt als vertreter fuer weitere 9, einfach auf der unten angegebenen seite nachzulesen.


Special Report: Who`s Who in B-to-B

In this special report, BtoB looks at 100 of the most intelligent and intriguing individuals in the space, ranging from infrastructure technologists to ad agency creative directors to U.S. senators. They are the people who have made a noticeable impact in the b-to-b revolution, and they will be among the faces to watch in 2001.
Nominations for "Who’s who in b-to-b" were made by our readers as well as our staff of reporters and editors. While it was difficult to whittle down the list to just 100, the result was impressive: a list combining the names you’d expect and others you wouldn’t--including those working behind the scenes. From this list, we’ve also selected one individual of special interest to profile in each of 10 categories: corporate thought leaders, e-commerce/infrastructure, direct and database, marketing services, e-marketplaces, business media, advertising agencies, finance/venture capital, analysts and government/associations. These categories reflect the forces making an impact on the b-to-b space today, and they’ll also make it easier for you to navigate our who’s who.

The special interest list of profiles are:

Corporate Thought Leaders: Grady Means, Global leader, Strategy Consulting Group, PricewaterhouseCoopers L.L.P.

E-Marketplaces: Judith Sprieser, CEO, Transora

Direct and Database: John Foresi, President-CEO, Delano Technologies Corp.

E-Commerce/Infrastructure: Phillip Merrick, Founder, president-CEO, webMethods Inc

Marketing Services: Rick Segal, chairman-CEO, HSR Business to Business Inc.

Business Media: John Wickersham, President, VNU USA

Advertising Agencies: Carla Hendra, President, OgilvyOne North America

Finance/Venture Capital: John Mumford, Founding Partner, Crosspoint Venture Partners

Analysts/Academia: Peter Appert, Managing director, Deutsche Banc Alex, Brown

Associations/Government: Susan DeSanti, Director of policy planning, Antitrust/Competition Bureau, Federal Trade Commission

top


--------------------------------------------------------------------------------
Copyright January 2001, Crain Communications, Inc
http://www.btobonline.com/cgi-bin/article.pl?id=4908

[MLFI]

HI

Ich bin bei Commerce One bei 75 bei 48 und bei 27 Euro eingestiegen. Ich wollte jetzt mal wissen ob ich nicht einen Teil verkaufen soll nicht das Commerce One nächste Woche wieder bei 20 Euro steht. Was meint ihr ist kurzfristig noch was drinnen oder geht es lagfristig nach oben?
Danke MLFI

[MLFI]

HI

Ich bin bei Commerce One bei 75 bei 48 und bei 27 Euro eingestiegen. Ich wollte jetzt mal wissen ob ich nicht einen Teil verkaufen soll nicht das Commerce One nächste Woche wieder bei 20 Euro steht. Was meint ihr ist kurzfristig noch was drinnen oder geht es lagfristig nach oben?
Danke MLFI

[DimStar]

Sterling Commerce Announces E-Marketplace Portfolio With Unprecedented Scope of Options and Capabilities

WEDNESDAY, JANUARY 24, 2001 5:03:00 PM ESTCOLUMBUS, Ohio, Jan 24, 2001 SBC, today announced a comprehensive suite of e-marketplace software and services that provides unparalleled options for automating critical business-to-business processes over the Internet.

The package includes both hosted and stand-alone e-marketplace solutions featuring Commerce One`s e-marketplace technology, as well as a new EDI-to-Internet bridging service, which allows companies using existing EDI systems to do business through Internet-enabled e-marketplaces.

...
http://www2.marketwatch.com/news/article.asp?doctype=2005&va…

[SteffenP]

Commerce One lays off 150 employees
January 24, 2001 08:18 PM ET
by Adam Feuerstein



Commerce One (CMRC) laid off about 4 percent of its global workforce in what the company is calling a normal streamlining of its business.

The layoffs, which occurred last week, affected approximately 150 Commerce One employees, according to company spokesman Andrew McCarthy. Fired employees came primarily from the ranks of Commerce One`s administrative and back office staff -- half of whom were employees of AppNet, the professional services firm acquired by Commerce One last year.


"As we make acquisitions and continue our rapid pace of growth, we consistently look to allocate our investment and resources to match market demands," says McCarthy. "In some cases that will mean making additional investments in personnel and programs, and in some case that will mean budget cuts and elimination of positions."


Companies routinely fire employees after acquisitions to get rid of redundancies in their operations and rein in costs. Today, AOL Time Warner(AOL) said it was sending pink slips to more than 2,000 employees as a result of the completed merger between the two companies.


Still, in today`s fragile economy, layoffs of any kind are news, no matter how strong a company is performing.


And by nearly all measures, Commerce One is performing strongly. The company soundly beat Wall Street estimates for the fourth quarter last week, and offered a bullish outlook for its business into 2001.


Commerce One is expected to break even after the second quarter and reach profitability in the third quarter.


"Commerce One is looking to get rid of poor performers, so it`s taking out the bottom 4 percent of its workforce," says Jon Ekoniak, an analyst at U.S. Bancorp Piper Jaffray. "If anything, this shows how much the company is focused on achieving profitability and is taking steps to help it get there."


Commerce One closed Wednesday up $2.81, or 9 percent, to $34.75.

[RolfBraun]

@MLFI:

Schau doch einfach in den "Momentum-Trades" Thread.

-Rolf-

[gooodi]

hallo,

hoffentlich die ausnahme,
zeigt aber deutlich, daß cmrc (oder cmrc+sap) bald eine scm lösung anbieten müssen. sap hatte eine solche scm-entwicklung für dieses jahr angekündigt. (kagermann im ntv interview zu den quartalszahlen):

Die kanadische Lebensmittelkette Sobeys hat die Einführung von Software der Walldorfer SAP AG abgebrochen und mangelnde Funktionalität sowie die Komplexität der Programme als Grund dafür genannt. Es sei klar geworden, dass die Kernfunktionalität der SAP-Komponenten nicht ausreiche, um die extrem hohe Zahl von Transaktionen in den Einzelhandelsgeschäften zu steuern, teilte Sobeys am Mittwochabend im kanadischen Stellarton mit. Die Komplexität der SAP-Systeme und eine fünftägige Unterbrechung der Datenbank und der EDV-Systeme im Dezember hätten dann letztlich zu der Entscheidung geführt. Unklar blieb, welche SAP-Systeme zur Einführung bei Sobeys vorgesehen waren.

SAP gab zu dem Vorgang am Donnerstag zunächst keine Stellungnahme ab. Ein Sprecher in der Firmenzentrale in Walldorf sagte, die Einzelheiten seien noch nicht bekannt. "Es ist aber eigentlich die Ausnahme, dass sich ein Kunde bei uns über eine mangelnde Funktionalität der Systeme beschwert", sagte er. SAP hatte am Dienstag bekannt gegeben, dass der Umsatz im vergangenen Jahr um 23 Prozent und der operative Gewinn um 32 Prozent zugenommen habe. Zudem hatte SAP angekündigt, für das laufende Jahr erneut eine sehr gute Geschäftsentwicklung zu erwarten.

Zugleich hatte SAP darauf verwiesen, dass beispielsweise bei neuen Verträgen für die Internetplattform MySAP.com 35 Prozent des Umsatzes von neuen Kunden und nicht von bisherigen Kunden, die lediglich ihr System auf das neue Produkt umstellten, stammten. Insgesamt habe der Markt die Leistungsfähigkeit der neuen SAP-Systeme nun erkannt, hatte das Unternehmen erklärt.

mfg.goodi

[SteffenP]

Thursday January 25, 9:00 am Eastern Time
Press Release
eTrango joins Commerce One.net to Enable Supplier Collaboration
Collaborative Commerce Solution Provider to offer its Software to Suppliers on Commerce One.net
FREMONT, Calif.--(BUSINESS WIRE)--Jan. 25, 2001--eTrango, a leader in seller-focused collaborative commerce solutions, today announced that it has teamed with Commerce One, Inc. (Nasdaq:CMRC - news), the e-marketplace company, to offer its transaction management software through the Commerce One.net Affiliate Program.

eTrango is a pioneer in the area of software solutions and services to empower suppliers to efficiently conduct collaborative commerce. eTrango`s products enable suppliers to intelligently process and participate in complex procurement transactions, including requests for quotation (RFQs), requests for proposal (RFPs), requests for information (RFIs), and forward and reverse auctions.

As an on-ramp to the Global Trading Web(TM), the world`s largest business-to-business trading community across 54 countries on six continents, Commerce One.net will enable eTrango to syndicate services to more than 141 e-marketplaces with more than 10,000 buyers and 158,000 suppliers.

``Supporting complex, collaborative business processes is critical to B2B e-commerce,`` said Roy Satterthwaite, Vice President of Commerce One.net at Commerce One. ``We believe that eTrango`s unique business service will provide suppliers on the Global Trading Web with advanced capabilities to process their complex transactions, increasing supply chain efficiency.``

``The Commerce One relationship is another step in our efforts to reach leading-edge users engaged in complex transactions on e-marketplaces and private exchanges. We recognize the level of quality Commerce One.net provides its customers and are proud to be part of the program,`` said Waqas Khan, eTrango`s CEO and co-founder. ``eTrango`s extensible collaboration technology will provide a significant competitive advantage to suppliers involved in complex demand chains.``

About Commerce One.net

Commerce One.net (www.commerceone.net) is an open e-marketplace that provides global e-commerce services to buyers, suppliers and Net market makers. Commerce One has established relationships with leading business 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 trading partner platforms. Commerce One.net is also an on-ramp to the Global Trading Web(TM), the world`s largest business-to-business trading community across 54 countries on six continents.

The Affiliate Program has more than 120 business services providers whose services are now available directly to buyers and suppliers on Commerce One.net(TM) and through syndication to other e-marketplaces. The program makes 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.

About eTrango

eTrango is a leader in software and infrastructure solutions for sell-side collaborative commerce. eTrango`s mission is to deliver superior technology and enabling services to empower businesses worldwide to grow their customer bases, maximize gross margins, and reduce transaction costs. eTrango`s Internet-based collaboration technology is easy to use, highly scalable, and ideally suited to the transaction requirements of complex products and services.

eTrango Inc. is headquartered in Fremont, CA. For more information on the company please visit http://www.etrango.com.

[SteffenP]

Ariba, Vignette ink b-to-b alliance
January 25, 2001 09:45 AM ET
by Adam Feuerstein



Ariba (ARBA) and Vignette (VIGN) have struck a strategic alliance to bundle together their e-business software for business-to-business marketplaces.

Terms of the partnership were not disclosed.


Ariba will link its online marketplace software with the community, content management and personalization applications of Vignette. The combination will allow, for instance, sellers in a marketplace to better promote or differentiate their products, while buyers will be able to personalize a marketplace`s offerings to suit its need.


Vignette opened trading today at $8.67. Ariba opened at $40.88.


MetalSpectrum, an industry-sponsored metals and mining marketplace, is already using the Ariba-Vignette alliance. The two companies plan on selling the combination to other b-to-b customers.


"Vignette`s solution enables MetalSpectrum to provide industry content and user personalization for our customers that will keep them coming back to our site," said Bill Murphy, senior vice president and chief technology officer of MetalSpectrum, in a statement. "Integrated with the commerce foundation provided by Ariba, we have all of the necessary components in place."


Ariba, of course, has always focused on building Net marketplaces. For Vignette, the partnership bolsters its relatively new push into the b-to-b market. Previously, the company focused mainly on consumer and enterprise customers.


Today`s partnership between Ariba and Vignette will raise questions, naturally, about how it affects the big "Alliance" -- the troubled b-to-b partnership between i2 Technologies (ITWO), Ariba and IBM (IBM).


Last October, i2 inked a partnership with BroadVision (BVSN) to offer many of the same personalized e-commerce capabilities. That deal was widely seen as opening the first rift in the i2-Ariba relationship.


Today, Vignette, a BroadVision rival, seems to help Ariba settle an old score.

[Spirit11]

reicht hier die allianz zwischen C1 und intershop
oder komt eine allianz zwischen C1 und interwoven
zustande

das wär doch was

[talpa.rc]

@ Alle !


Hab gehört das CMRC an ARIBA interessiert ist !!
Stimmt das ?
Wer weiß mehr ?


mfg

Talpa

[Eboerse]

Hi Gooodi
SAP hat ein SCM in My.SAP.com und kann es anbieten.
Jüngst hat SAP Phillip Morris an Land ziehen können,vieleicht haben sie ja auch Interesse an das e-procurent von Commerce One.


Philip Morris U.S.A. optimiert CRM-, Supply Chain- und E-Business-Prozesse mit mySAP.com

Newton Square, 23.1.2001. Philip Morris U.S.A. und die SAP-Tochter SAP America haben ein strategisches Abkommen unterzeichnet. Im Rahmen der Vereinbarung wird der größte US-Tabakhersteller in den nächsten Jahren seine Geschäftsprozesse hauptsächlich mithilfe der Softwarelösungen und Services der SAP optimieren und integrieren. Auf der Basis von mySAP.com setzt Philip Morris Lösungen für die Bereiche Personalwirtschaft, Materialwirtschaft, Qualitätsmanagement, Customer Relationship Management (CRM) und Business-to-Business Procurement ein.


„Wir haben uns für die E-Business-Plattform mySAP.com entschieden, weil wir mit dieser Lösung Informationen in unserem Unternehmen besser integrieren sowie interne und externe Prozesse verbessern können“, so Howard Willard, Group Vice President für E-Business- und Informationsdienste bei Philip Morris U.S.A. „In Verbindung mit unserem eigenen betriebswirtschaftlichen Know-how wird die SAP-Software unseren Mitarbeitern ein effizienteres Arbeiten ermöglichen und uns helfen, unseren Kunden einen besseren Service zu bieten.“
Die Besonderheit von mySAP.com liegt in der Verknüpfung von Lösungen für Supply Chain Management, E-Business und CRM, von der sich Philip Morris U.S.A. einen umfassenden neuen Einblick in geschäftsrelevante Daten erwartet. mySAP Customer Relationship Management (mySAP CRM) bietet Geschäftspartnern, Mitarbeitern und Kunden einen unkomplizierten Zugriff auf aktuelle Geschäftsinformationen und benötigte Anwendungen und Dienste. Mithilfe der leistungsstarken Analysewerkzeuge von mySAP CRM lassen sich Marktsegmente für einzelne Produkte und Services identifizieren, Vertriebs- und Marketingaktivitäten koordinieren und Kundendaten mit dem Ziel der Umsatzsteigerung auswerten.

[SteffenP]

Home / Stock Research / Features
FEATURES
Concerns Over Ariba`s Revenue


Investors should carefully consider any change a company makes to its accounting practices. In Ariba`s case, the accounting change was very aggressive, recognizing more revenue up front. The shift from perpetual licenses to term-based licenses muddies revenue predictability. Trading at 80 times next year`s earnings, Ariba`s slowing growth and little visibility make it a much riskier investment than before.


By Mike Trigg (TMF Tonto)
January 25, 2001


When procurement software vendor Ariba (Nasdaq: ARBA) reported better-than-expected first-quarter results recently, investors cheered. However, the company also announced a new accounting practice. It`s important to consider the impact of any accounting change. In this case, Ariba`s change was very aggressive, switching to term-license deals that recognize more revenue up front.

Everyone expected Ariba to blow away estimates. New CFO Robert Calderoni -- formerly of both IBM (NYSE: IBM) and Apple Computer (Nasdaq: AAPL) -- stated days before the announcement that the economic slowdown didn`t pose a threat to the company. He cited the return on investment (ROI) of Ariba`s applications. Top-line growth is slowing nevertheless, increasing sequentially 26% this quarter, compared to 67% and 100% growth in the previous two quarters.

While slowing growth raises concerns, the accounting change is more troubling. In the past, many of the company`s procurement application deals were sold for large onetime fees, and then Ariba realized the revenue over a four-quarter period. Ariba is now switching to term-based contracts. That means customers will sign up for a defined period of time, usually two or three years, at a discounted price. Once the term expires, Ariba will then attempt to sign up the customer again.

In the conference call, management stated the change would benefit both Ariba and its customers. According to Ariba, lower initial costs to license the software would create a more compelling ROI proposition for customers. The company also indicated the new practice would create barriers to entry and would increase visibility. For example, high switching costs would compel customers to extend their relationship with the company. In addition, with customers re-signing every few years, Ariba would develop recurring revenue.

Why the change is troubling
The change is troubling because sales will be booked entirely in the quarter the deals are signed. That diminishes the importance of deferred revenue as a leading indicator of growth. In the past, the portion of the sale that hadn`t been realized would go into the deferred revenue account on the balance sheet. Deferred revenue is a good liability because it represents revenue that has been collected before some portions of the services have been performed.

Moreover, deferred revenue is an important indication that management is not overstating its business success. On the cash side, it`s important because it provides a great deal of up-front capital. That capital can lead to further investment and acquisition opportunities, an area where, in the past, Ariba stood above competitors like Commerce One (Nasdaq: CMRC). Prior to the change, investors were able to look at deferred revenue growth and get an idea of forward-looking license revenue visibility. That`s no longer the case with the new accounting practice.

Despite management`s assertions that term deals increase visibility, that`s simply not the case. Prior to the change, Ariba knew exactly how much revenue it would begin the quarter with, given the deferred revenue account. However, now its quarters will be more back-end loaded and its sales force might be pressured into cutting deals at the last minute to meet revenue targets.

The supposed recurring revenue stream is also contingent on Ariba`s ability to sign customers back up. With competition in the business-to-business market heating up, who`s to say Ariba will have the most innovative applications two to three years from now? The term model should generate greater revenues over the life of the customer -- if customer renewal rates are high. Still, that`s a big if, one any investor should consider carefully.

With near-term revenue recognition ramping up, one would expect Ariba`s recent guidance to increase as well, but that hasn`t happened. In the next quarter, the company is calling for top-line expansion of 6% to 9%.

That`s not all
There are other troubling signs, with accounts receivable (A/R) increasing 94% sequentially in the quarter, compared to sales growth of 26%. It`s never a good sign when a company`s receivables are growing faster than sales. If receivables growth exceeds revenue growth, it`s an indication that a large amount of sales haven`t been paid.

The A/R line represents money owed to a company. Although typically it`s turned into cash, sometimes a company is forced to write off accounts that can`t be paid. That`s where the allowance for doubtful accounts comes in. The allowance for bad debt is money set aside to cover the possibility of bad customers. Doubtful accounts took a huge jump from $20,000 in the first quarter of last year to more than $13 million by year`s end. Management declined to provide a Q1 figure in the conference call.

In the past, in addition to its business prospects, one of the most compelling reasons to invest in Ariba was its conservative accounting. Microsoft (Nasdaq: MSFT) and Veritas (Nasdaq: VRTS) are other good examples of conservative accounting. The shift from perpetual licensing to term-based licensing muddies revenue predictability. If that`s not enough for concern, the company has also stopped disclosing key metrics such as average selling price and the number of new customers per quarter. When I attempted to discuss these issues with the company, my calls weren`t returned.

IT budgets have been slashed and businesses are growing more selective with technology initiatives, but Ariba claims to be withstanding the slowdown because its applications provide significant cost savings. At the moment, investors are taking the company`s word for it, and the new accounting change makes that an even greater leap of faith. While I remain bullish on Ariba`s long-term prospects, the company`s growth is clearly slowing. Trading at 80 times next year`s earnings, Ariba`s slowing growth and little visibility make it a much riskier investment than before.

[gooodi]

solche dinge lieben anleger und investoren auf dauer nicht.

mfg.goodi

[Mc.Money]

Freitag, 26.01.2001, 10:28

`WSJ`: IBM erhält E-Commerce-Großauftrag von Siemens

FRANKFURT (dpa-AFX) - Der amerikanische Computerriese IBM
hat nach einem Pressebericht von dem deutschen
Elektrokonzern Siemens einen Auftrag im Wert von mehreren
Hundert Millionen Euro erhalten. Gegenstand sei die Lieferung von
E-Commerce-Software und -Dienstleistungen, berichtet das "Wall
Street Journal Europe" am Freitag unter Berufung auf
Unternehmenskreise.

Der Auftrag ist laut der Zeitung Teil eines Dreijahresplans von Siemens mit einem Investitionsvolumen von eine Milliarde Euro.
Dabei sollen Mitarbeiter, Kunden und Zulieferer per Internet Zugriff auf interne Abläufe bei Siemens erhalten. Der
Elektrokonzern werde dazu die IBM-Software WebSphere einsetzen. Zusätzlich werden der amerikanische Spezialist für
kaufmännische Software i2 Technologies und der Business-to-Business-Anbieter CommerceOne an dem
Projekt mitarbeiten./cs/av/sk

Kleinvieh macht auch Mist

[gooodi]

hallo,

New Economy: Optimismus ungebremst

24.01.2001 - Trotz Hiobsbotschaften und Flaute an den Aktien- und Kapitalmärkten stürzen sich sowohl Investoren als auch Kunden weiterhin auf die New Economy. Dabei kann von einem Abflauen der Investitionslaune nicht die Rede sein.

So stieg das Gesamtinvestitionsvolumen in europäische Technologiefirmen im Vorjahresvergleich von 8,6 Milliarden Euro auf 11 Milliarden. Erfreuliche 63 Prozent aller europäischen Unternehmen haben im vergangenen Jahr in die eigene eBusiness-Infrastruktur investiert. In Großbritannien betrug die Zahl sogar 84 Prozent.

Während europäische Internetaktien im vergangenen Jahr eine Wertminderung um durchschnittlich 75 Prozent verzeichnen mussten, konnten die Direktinvestitionen in New Economy-Firmen weiterhin deutlich von 8,6 auf 11 Milliarden Euro wachsen. Die Untersuchung von Tornado-Insider.com rechnet auch in diesem Jahr mit einer weiterhin positiven Entwicklung, dann soll die Summe 18 Milliarden Euro betragen. Ganz oben auf der Einkaufsliste der Investoren standen Companies aus den Bereichen Wireless-Services, Telekommunikation, Software und Ingenieur-Technologien.

Im vergangenen Jahr konnten auch vermehrt eCommerce-Unternehmen laut Bericht Investoren für sich gewinnen. Allein im November 2000 zählte Tornado-Insider.com 20 Finanzierungsabschlüsse für Internet-Companies, wovon der größte Vertrag ein Volumen von 28 Millionen Euro aufwies. Dass der Trend gegen Jahresende nicht deutlich rückläufig war, zeigen die Vergleichszahlen vom August, als 21 eCommerce-Firmen mit maximal 34 Millionen Euro unterstützt wurden. Dieser Trend soll allerdings in diesem Jahr abebben.

Auch Unternehmen investieren weiterhin in eBusiness-Lösungen. Das ergab der UPS Europe Business Monitor, der sich auf Aussagen aus den 15.000 führenden europäischen Unternehmen stützt. Demnach investierten 63 Prozent der Spitzenunternehmen in eBusiness, in Großbritannien sogar 84 Prozent. Außerdem wächst eCommerce aus der Versuchsphase heraus: 70 Prozent der britischen und 51 Prozent der europäischen Unternehmen nahmen für ihre eBusiness-Strategie die Hilfe von professionellen Consultants in Anspruch. Die Zeichen stehen nach wie vor auf Wachstum, auch wenn der Hype an den Kapitalmärkten vorüber ist.

mfg.goodi

[Eboerse]

AMR-Research favorisiert I2 und Commerce One,


Exchange Business Puts i2, Commerce One in the Money
Monday, January 22, 2001

Don`t try to tell i2 Technologies or Commerce One that there`s an economic slowdown going on. Apparently they aren`t listening.
The makers of supply chain planning and exchange software announced solid results for the year end, with i2 becoming one of the few non-Enterprise Resource Planning (ERP) vendors topping the $1 billion mark in annual sales.

i2`s fourth quarter revenue leapt 116% to $377.9 million from $175.3 million in 4Q99. Of that, license revenue increased 120% to $243.7 million from $110.5 million and net income rose 151% to $44.5 million from $17.7 million.

The strong quarter finished off a solid year for i2, which saw the following results for FY00 vs. FY99:

Revenue--Up 97% to $1.126 billion from $571 million
License revenue--101% growth to $709.2 million from $352.6 million
Net income--252% leap to $108.4 million from $30.8 million
Service revenue--Up 107% to $271 million from $147.9 million
Maintenance revenue--Increase of 83% to $146.1 million from $70.6 million
i2 was strongest in the United States, which makes up about two-thirds of its income. Asia Pacific was still only about 13% of the business, and European sales actually slid a bit from 24% in 1999 to 21% in 2000.

By industry, i2 lost some ground in the High-Tech industry with only 47% of the business vs. 59% the year prior. But it nearly doubled its market share in the Automotive industry to 17% of license revenue from 9% in 1999. i2 landed a significant deal with DaimlerChrysler during the year. i2 also gained in the Apparel industry.

i2 continues to make big deals with the average amount of a sale in the $1.9 million range. AMR Research expects this to continue throughout the year as companies look to smooth their supply chains and use trading exchanges to better conduct business with partners.

Danger remains, however. i2 now competes head to head with Oracle and SAP, and not just for extra components. The two ERP gorillas may not tell the story as well, but installed base investments are hard for users to walk away from, which makes for a tough market for i2 to crack.

Second, visionary pitches and user expectations risk blurring into one image of what the software will do. There are many happy customers working with older stable versions of i2`s software. While meaningful proof points, these references do not guarantee success with the far more complex Trade Matrix suite.

Public disappointment from any of i2`s mega-customers could trigger a frenzy of disillusionment if delivered functionality falls too far short of the vision. There is no reason to doubt i2`s R&D competence, but the vision is still a vision until proven.

Still, i2 is not alone in riding the exchange frenzy to profits. Commerce One also had a strong quarter, mainly because of its partnership with SAP.

While still posting a loss, Commerce One saw sales increase 10-fold from the year prior to $401.8 million for all of 2000 from $33.6 million earned in 1999. It still wasn`t enough to offset a loss of $10.8 million, or 5 cents per share, but it helped bring Commerce One in better than Wall Street expected, which was anticipating a loss of 7 cents per share. Commerce One lost $11.7 million, or 8 cents a share, the same quarter last year.

The strong results prompted Commerce One to reevaluate its projections for the coming year, including reaching profitability sooner, by the second quarter of this year.

SAP and Commerce One have a tight joint development, marketing, and sales agreement for increasingly important trading exchange infrastructure and e-commerce software. The two companies are combining their resources to develop a single e-commerce product called MarketSet, an unprecedented deal for SAP and a rare occurrence in the software industry.

The deal gave Commerce One access to the very large SAP customer base. With such a large pool to sell to, AMR Research expects Commerce One to continue its strong sales the coming year. In fact, it should do much better than rival Ariba, which has a similar but much less stable alliance with i2. As i2 continues to cannibalize joint business of i2 and Ariba, AMR Research expects the deal to fall apart, leaving little for Ariba to fall back upon.--Randy Weston and Kevin O`Marah

[gooodi]

hallo,

artikel ist vom 23.01.01


SAP begrüßte auf den beiden Kundenkonferenzen SAPPHIRE Berlin und SAPPHIRE Las Vegas mehr als 21.000 interessierte Teilnehmer. SAP nahm diese beiden Veranstaltungen zum Anlass, den Umfang der bisherigen Auslieferungen und die große Akzeptanz von mySAP.com auf der Kundenseite zu präsentieren. Auf der Konferenz in Berlin stellte SAP ein neues Programm vor, mit dessen Hilfe ein problemloses Upgrade auf mySAP.com möglich wird. Gleichzeitig kündigte die SAP eine umfassende Strategie zur Integration von Fremdsoftware an, die dem Kunden zusätzliche Auswahlmöglichkeiten und Flexibilität bietet. Auf der SAPPHIRE Las Vegas gaben die SAP AG, SAPMarkets, die Tochtergesellschaft der SAP für die Bereitstellung von mySAP Marketplaces, und Commerce One eine vorläufige Vereinbarung bekannt, gemeinsam zukunftsweisende elektronische Marktplatzlösungen für den Handel im Zeitalter der Internet Economy anzubieten.

mfg.goodi

ps. eboerse, ich habe dir eben den vollständigen artikel
gepostet (hast also 2 mal post)

[buckweiser]

SAP and Commerce One have a tight joint development, marketing, and sales agreement for increasingly important trading exchange infrastructure and e-commerce software. The two companies are combining their resources to develop a single e-commerce product called MarketSet, an unprecedented deal for SAP and a rare occurrence in the software industry.

The deal gave Commerce One access to the very large SAP customer base. With such a large pool to sell to, AMR Research expects Commerce One to continue its strong sales the coming year. In fact, it should do much better than rival Ariba...

Was sind denn das für Spezialisten, kurz vor den Zahlen hatten sie noch geschrieben, die SAP Kooperation funktioniere nicht und deshalb CMRC abgestuft, grrr......

[buckweiser]

Oder war das doch nicht AMR Research? Ist auch egal....

[Eboerse]

Hi Buck
Der Link dazu,

http://boards.fool.com/Message.asp?mid=14171925&sort=postdat…

oder click Dich durch zum TMF-CMRC Board,da triffst Du sogar auf alt bekannte,

http://www.fool.com

[gooodi]

hallo,

insgesamt sieht harry domash ein invest in ariba oder cmrc als ziemlich riskant an. auch spricht er davon, daß eine evtl. übernahme von cmrc durch sap sinn machen würde.
in der euro am sonntag dementierte sap (plattner) allerdings irgendwelche übernahmen seitens sap.
für mich würde eine übernahme sinn (für cmrc) machen. allerdings zu welchem preis? was wären dann die 7 megaexchanges von cmrc wert, dazu die die möglichen potentiellen kunden und plattformen ?
trotzdem denke ich, hoffmann will das allein durchziehen.

Domash: B-to-B a Risky Play
Why lofty valuations and slowing sales growth make Ariba and Commerce One uncertain choices for investors.

January 26, 2001



Harry Domash



Commerce One (CMRC, info) marked a major milestone on January 18, 2001, when the business-to-business application software maker announced that for the first time its sales exceeded that of archrival Ariba (ARBA, info). The company saw its December 2000 quarter revenue soar $79 million to $191 million, easily surpassing analyst forecasts and Ariba`s $170 million revenue total for the same period.

Both Commerce One and Ariba make software that enables customers, primarily large corporations, to move their purchasing systems to the Web. Internet-based purchasing offers many advantages compared to paper-based systems, including access to supplier catalogs, automation of the purchase approval process, enforcement of purchasing policies, and instantaneous delivery of purchase orders.

The final three months of 2000 were good to Pleasanton, Calif.-based Commerce One. The company finalized an agreement with SAP AG (SAP, info), the supplier of enterprise management software based in Germany, to develop and deliver ebusiness application software to SAP`s customer base. That was a big step; many of the world`s largest corporations use SAP`s software. SAP took an ownership position in Commerce One, acquiring 5 million shares as part of the deal. In another announcement, General Motors (GM, info), and Ford (F, info), together bought a 14 percent interest in Commerce One for $1.3 billion. That deal made Commerce One a technology partner in Covisint, an online parts exchange formed by the Big Three automakers.

In the conference call following the December quarter`s earnings release, the company increased its forecasts for the balance of 2001. It said that the March quarter revenue would jump from previous forecasts of $184 million to $207 million, and for 2001 would increase from $823 million to $916 million, up 127 percent from 2000. Commerce One said it expects to break even on an operating basis (excluding noncash items such as depreciation) in its June 2001 quarter. Until Commerce One released its December 2000 figures, Ariba was considered the market leader, and its stock was priced accordingly. Commerce One`s share price has rocketed 47 percent since the announcement, but it is still trading at 15 times sales (revenue) compared to Ariba`s price to sales ratio of 21.

Despite the good news, there`s a dark side to Commerce One`s prospects. Here`s a close look at revenue growth. Commerce One`s December quarter revenue grew $79 million from the September 2000 quarter, and September quarter revenue was $50 million higher than revenue in the June 2000 quarter. Nothing wrong there. We want to see increasing revenue growth. But Commerce One`s newly increased March 2001 forecast calls for revenue of $207 million, only $16 million more than the December quarter. Furthermore, the company expects revenue to increase only about $14 million from the March to June 2001 quarters.

Commerce One`s price to sales ratio of 15 embodies substantial growth expectations. However, Commerce One`s projected growth is slowing dramatically and no longer justifies that high multiple. Intensifying competition could make matters worse. Oracle (ORCL, info) is entering the fray, and i2 Technologies (ITWO, info) currently an Ariba partner, is broadening its product line to compete head-on with Commerce One and Ariba.

Commerce One looks risky, unless you`re willing to bet on a takeover by SAP, a topic of recent rumors because Commerce One`s technology would fill a big hole in SAP`s product line. Ariba doesn`t look any better. It`s forecasting only $13 million sequential revenue growth in its March 2001 quarter, a big shortfall from the $35 million sequential gain achieved in its December 2000 quarter. Major corporations will be pouring money into B-to-B because it increases their operating efficiency. Even so, finding a suitable investment in the sector is a challenge. And neither Commerce One nor Ariba is growing fast enough to justify their lofty valuations

mfg.goodi

[buckweiser]

Ariba to Acquire Agile Software Corporation
Combination of Commerce and Collaboration Leaders to Create a Powerhouse In B2B Commerce; First to Offer Customers a New Class of Interactive Value Chain Solutions
MOUNTAIN VIEW, Calif., Jan 29, 2001 /PRNewswire via COMTEX/ -- Ariba(R), Inc. (Nasdaq: ARBA chart, msgs), the leading business-to-business (B2B) eCommerce platform and network services provider, today announced that it has signed a definitive agreement to acquire Agile Software Corporation (Nasdaq: AGIL chart, msgs), the leading provider of collaborative commerce solutions, in a stock for stock merger. The combined entity will be a unique force in the B2B market and the first to offer a unified platform for Internet-based commerce and collaboration. This acquisition underscores Ariba`s strategic commitment to deliver next generation solutions for managing the interactive value chain.

Building on its success in helping customers move commerce online, Ariba`s acquisition of Agile is a decisive move in a broader strategy to extend Ariba`s leadership position into the collaborative commerce market. The Agile acquisition provides a strategic extension to the Ariba B2B Commerce Platform (trademark symbol), and provides several essential assets for deploying a new class of inter-enterprise solutions.

Under the terms of the agreement, each share of Agile common stock will be converted into 1.35 shares of Ariba, resulting in a net aggregate purchase price of approximately $2.55 billion based on the closing price of Ariba common stock of $40 dollars on January 26, 2001. The acquisition will be accounted for as a purchase and is expected to be completed in the third quarter of Ariba`s fiscal year 2001. The company believes that the transaction will be accretive to earnings in fiscal year 2002. The acquisition has been approved by the boards of directors of each company and is subject to governmental approvals, Ariba and Agile stockholder approvals and customary closing conditions.

After more than a decade of focusing on internal automation and planning initiatives, companies are recognizing that the next wave of competitive advantage will be gained outside of the four-walls of the enterprise by better managing external relationships and processes across their extended value-chain. Today`s enterprises realize that the Internet creates unlimited opportunities for developing new methods of transacting and collaborating with their trading partners. In an October 20, 2000 report, "The C-Commerce Framework," Gartner Group, Inc., highlighted the impact of this opportunity, stating, "Those who employ a collaborative commerce framework can expect a 40% gain in profitability by 2003." This shift in customer focus -- from internal to inter-enterprise activities -- is driving Ariba`s platform and network expansion strategy.

"The Agile acquisition uniquely positions Ariba as the first to deliver a new generation of solutions for managing the interactive value chain. These solutions provide immediate value with proven ROI," said Keith Krach, chairman and chief executive officer of Ariba. "In addition to an expanded product footprint, an additional customer base and new market opportunities; we are very excited about the great people at Agile, who share a similar customer-first culture."

As the leader in collaborative manufacturing commerce, Agile delivers solutions which control the most critical information asset shared between companies -- the dynamic product definition. This product information -- including the bills of materials, formulas and recipes, specifications and drawings -- is at the heart of the product lifecycle from design, to sourcing, to procurement, to manufacturing, and finally to sales. By integrating the Agile solutions into Ariba`s B2B commerce platform and expanded network ecosystem, Ariba believes it is now uniquely positioned to deliver the only solution capable of driving the entire product lifecycle from a common, real- time source of product information.

"What we see in Ariba is a partner that shares a common vision for inter-enterprise collaboration and commitment to delivering customer driven, high value solutions with rapid time to benefit," said Bryan D. Stolle, chairman and chief executive officer of Agile. "The cultural and product fit between Agile and Ariba is exceedingly strong, providing us with an unprecedented opportunity to define the future of the industry."

Ariba and Agile believe that together they will serve an expanded addressable market and have the opportunity to provide synergies including:


-- Complementary customers with strong cross-sell opportunities.
-- Acceleration of vertical sales, solutions and delivery strategies.
-- Expanded worldwide sales and channel influence into Global 2000
enterprises.
-- World class management and expertise to ensure execution excellence.

Product Integration & Roadmap

Following the merger, Ariba and Agile expect to be able to offer solutions that include:


-- Integration between Ariba Buyer (trademark symbol) and Agile
Anywhere to extend eProcurement functionality into core direct
materials processes.
-- Integration of Agile Buyer with Ariba Sourcing (trademark symbol) to
enable the full process of direct and indirect materials sourcing,
negotiations and contract management.
-- Expansion of Ariba`s Commerce Adapters to support open interoperability
with primary ERP and SCM system integration.
-- Interoperability between the Ariba Commerce Services Network (trademark
symbol) and the MyAgile network.
-- The combination of these critical synergies and integration points will
enable enterprise customers to implement full-cycle collaborative
commerce throughout their own interactive value chains. Additional
details about Ariba`s interactive value chain plans will be discussed
at an industry event scheduled for later this quarter.

Conference Call Information

A conference call featuring Keith Krach, Larry Mueller, Bryan Stolle and Bob Calderoni will be held today, Monday January 29, 2001 at 9:00 a.m. Pacific Standard Time, 12:00 p.m. Eastern Standard Time to discuss the announcement. The dial-in number is 719 457-2681, Reservation #: 670036. The replay number for the call is 719 457-0820, Reservation #: 670036.

Ariba was advised by Thomas Weisel Partners.


ABOUT AGILE

Agile Software Corporation is a leading supplier of business-to-business collaborative manufacturing commerce solutions. Agile products enable supply chain partners to communicate and collaborate over the Internet about new or changing product content, and then source and procure the required components. At MyAgile.com, Agile also provides the dispersed supply chain with mission-critical eServices such as online marketplaces, custom part procurement, wireless access, and components research. Agile customers include Agilent Technologies, Compaq Computer, Dell Computer, Flextronics International, GE Medical Systems, Hewlett-Packard, Lucent Technologies, Philips, Texas Instruments, and others. For more information, call 408-975-3900, or visit Agile at http://www.agilesoft.com.

ABOUT ARIBA

Ariba, Inc. is the leading business-to-business (B2B) eCommerce platform and network services 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 reach and functionality of the Ariba B2B Commerce platform is designed to 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 http://www.ariba.com.

"Safe Harbor" Statement Under the Private Securities Litigation Reform Act

1995:

Information and announcements in this release involve expectations, beliefs, hopes, plans, intentions or strategies regarding the future and are forward-looking statements that involve risks and uncertainties. All forward-looking statements included in this release are based upon information available as of the date of the release, and assumes no obligation to update any such forward-looking statements. These statements are not guarantees of future performance and actual results could differ materially from our current expectations. Factors that could cause or contribute to such differences include, but are not limited to: risks surrounding the closing of the merger into Ariba, the integration of Agile`s business following the closing of the merger, the ability to cross-sell Ariba`s and Agile`s solutions to their respective customers and in different industries and other factors and risks associated with Ariba`s business discussed in the Ariba`s Form 10-K filed December 29, 2000 and Agile`s business in Agile`s report on Form 10-K for the fiscal year end April 30, 2000 and it`s subsequent reports in Form 10-Q.

WHERE YOU CAN FIND ADDITIONAL INFORMATION:

Investors and security holders are urged to read the joint proxy statement/prospectus regarding the proposed merger when it becomes available because it will contain important information about the transaction. The joint proxy statement/prospectus will be filed with the Securities and Exchange Commission by Ariba and Agile. Investors and security holders may obtain a free copy of the joint proxy statement/prospects when it is available) and other documents filed by with the Commission at the Commission`s Web site at http://www.sec.gov. The joint proxy statement/prospectus and these other documents may also be obtained for free from Ariba or Agile.

Ariba and its executive officers and directors may be deemed to be participants in the solicitation of proxies from Ariba`s stockholders with respect to the transactions contemplated by the merger agreement. Information regarding such officers and directors is included in Ariba`s Proxy Statement for its 2001 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on January 17, 2001. This document is available free of charge at the Securities and Exchange Commission`s Web site at http://www.sec.gov and from Ariba.

Agile and its executive officers and directors may be deemed to be participants in the solicitation of proxies from shareholders of Agile with respect to the transactions contemplated by the merger agreement. Information regarding such officers and directors is included in Agile`s Proxy Statement for its 2000 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on July 24, 2000. This document is available free of charge at the Securities and Exchange Commission`s Web site at http://www.sec.gov/ and from Agile.

NOTE: Ariba and the Ariba logo are registered trademarks and Ariba B2B Commerce Platform, Ariba Buyer, Ariba Sourcing and Ariba Commerce Services Network are trademarks of Ariba, Inc. All other products or company names mentioned are used for identification purposes only, and may be trademarks of their respective owners.

CONTACT: investors, Stefanie Elkins, 650-930-8331, or [e-mail], or media, Ellie Javadi, 650-930-8088, or [e-mail], both of Ariba, Inc.

Source: Ariba, Inc.

[gooodi]

hallo,

wieder ein ziemlich langer artikel. er zeigt aber meines erachtens, wie cmrc aus der not ( !noch!keine scm-lösung anbieten zu können) eine tugend (dafür war ein schnelles besetzen der wichtigsten strategischen positionen möglich)
gemacht hat. in diesem artikel wird zwar aufgezeigt, welch enorme einnahmequelle(installation,service,anschl.begleitung) scm sein kann, aber auch, wie es für lange zeit qualifizierte arbeitskräfte bindet.
mit einem komplettangebot von der ersten stunde an hätte sich cmrc sicher nicht so rasent schnell über die verschiedenen branchen ausbreiten können, sondern hätte sich wohl mehr oder weniger bei einigen großen projekten "verzettelt".
sollte es cmrc in nächster zeit gelingen, eine scm-lösung anbieten zu können, dann wäre das wohl einer der entscheidensten punkte in der zukünftigen entwicklung von cmrc. das wäre m.e. die gewinnerposition im b2b-geschäft.

hier der artikel:
Strategisches Informations-Management/Atemberaubende Potenziale, aber wenig konkrete Projekte
Supply-Chain-Management: Warten auf die große Welle

Am Supply-Chain-Management (SCM) scheiden sich die Geister: Anbieter und Berater verweisen auf hohe Aufwandsreduzierungen und einen schnellen Return on Investment. Die Anwenderunternehmen zweifeln und warten erst einmal ab - vor allem in Europa, wo erfolgreiche Referenzprojekte bislang Mangelware sind. Von Uwe Petersen*

Einer aktuellen Marktstudie der International Data Corporation (IDC) vom Juli 2000 zufolge wird der Weltmarkt für SCM von 25,3 Milliarden Dollar in 1999 auf 139,8 Milliarden Dollar in 2004 anwachsen. Damit wäre er einer der am schnellsten wachsenden Servicemärkte überhaupt.

In den USA können die in diesem Segment tätigen Softwareanbieter jährliche Wachstumsraten oberhalb von 100 Prozent vorweisen. Nicht so im deutschsprachigem Raum. Selbst der Marktführer I2 Technologies konstatiert in vertrauter Runde -, dass das vergangene Jahr "sehr schwierig" gewesen sei - ohne jedoch konkrete Zahlen für Deutschland zu nennen.

Die internationalen Anwenderkonferenzen von I2 und seinem Hauptwettbewerber Manugistics führten zwischen 3000 und 7000 Kunden beziehungsweise Interessenten zusammen. In Deutschland herrscht zwar eine große Nachfrage nach SCM-Kongressen und Seminarveranstaltungen. Success Stories von begeisterten Erfahrungsträgern lassen sich hierzulande aber noch nicht in großem Stile ausmachen.

Nach einer Untersuchung des Fraunhofer Anwendungszentrums Logistikorientierte Betriebswirtschaft aus dem laufenden Jahr besitzt in Deutschland die Software der Münchner Unternehmensberatung Wassermann, die vornehmlich im mittelständischen Bereich zum Einsatz kommt, die mit Abstand größte Anzahl von Produktivinstallationen (angegeben mit 70 in 1998).

Was SCM für die Unternehmen interessant macht, sind die gigantischen Nutzenpotenziale, welche die Anbieter versprechen. Wen sollte bei Verbesserungen der Durchlaufzeit um bis zu 90 Prozent, Bestandsreduzierungen bis 50 Prozent und einer Erhöhung der Liefertreue auf 99 Prozent nicht eine unbändige Sehnsucht nach dem "gelobten Land" überkommen - zumal die Amortisationsdauer von den Softwareverkäufern unisono mit weniger als einem Jahr angegeben wird?

Allerdings bezieht sich der Nutzen in den angeführten Beispielen immer auf Einzelkriterien und -erfahrungen. Der Vorteil tritt nicht flächendeckend ein, wird also nicht gleichzeitig in allen Produktlinien erreicht, und er lässt sich nicht bei jedem Projekt in identischer Größenordnung wiederholen. Doch allein die Zusammenstellung dieser Werte erregt Aufmerksamkeit.

Bei näherer Betrachtung schlägt die Aufmerksamkeit oft in ablehnende Ungläubigkeit um. Die Europäer sind dabei offenbar skeptischer als die Amerikaner, und die Deutschen gehören in Europa keineswegs zur SCM-Avantgarde. Nach einer aktuellen Studie der Unternehmensberatung Arthur D. Little sind hier vielmehr die Briten am weitesten. 83 Prozent der befragten britischen Unternehmen setzen zur Steuerung der Zulieferkette eine Supply-Chain-Management-Software ein. Sie lagern vermehrt Teile ihrer Wertschöpfungskette aus und richten ihre Prozesse auf das E-Business aus. In Deutschland ist die Bereitschaft, interne Daten mit Zulieferern zu teilen, geringer ausgeprägt.

Ein führendes Unternehmen der Zigarettenindustrie beispielsweise hat sich zu einer begrenzten Systemeinführung erst entschließen können, nachdem dort monatelang über Kompetenzabgrenzungen bezüglich der Organisation und Fokussierung der Projektarbeit diskutiert worden war - wohlgemerkt, nachdem die Software bereits gekauft war.

Immer wieder angeführt wird das Projekt, das im Halbleiterbereich der Siemens AG (heute Infineon Technologies) läuft. Es zeichnet sich durch erhebliche Erfolge bei der Verbesserung des Herstellungsprozesses aus. Allerdings ist auch nach mehreren Jahren der intensiven Arbeit noch immer eine Handvoll Mitarbeiter des beteiligten Softwareunternehmens I2 vor Ort aktiv. Kürzlich hat Siemens im Rahmen einer E-Business-Offensive die Zusammenarbeit mit dem Systemanbieter auf globaler Ebene stark intensiviert.

Die Motivation, sich auf SCM zu fokussieren, besteht für die meisten Unternehmen in der Aussicht, ihre Logistikleistung zu verbessern. Ein Kriterium zur Bewertung dieser Leistung ist der Grad der "Flussorientierung": je stärker, desto höher das Entwicklungsniveau. Es liegt in der Automobilindustrie im Mittel höher als in der Nahrungsmittelbranche. Dort werden vorrangig Anstrengungen zur Verbesserung der Produktionsplanung und -steuerung oder zur exakteren Absatzplanung unternommen. So bezieht der in Europa führende Eiskremanbieter auch die täglichen Sonnenscheinstunden in die Planung der Verkäufe ein.

Seit zwei Jahren treffen sich Vertreter von Unternehmen wie Jungheinrich, Siemens, Deutsche Telekom, Deutsche Post, Lufthansa, Panasonic, Olympus, Sony, Nestlé, Danzas, TTS, Kühne & Nagel, Dachser und Hawesko regelmäßig in einem SCM-Fachkreis, in dem Problemfelder, Projekterfahrungen sowie Vorgehensweisen und Ergebnisse vorgestellt, diskutiert und bewertet werden. Diese Arbeit hat zu folgenden zentralen Erkenntnissen geführt:

-SCM wird nicht durch die Installation von Software realisiert (was die Systemanbieter mitunter glaubhaft machen wollen). Der aktuelle Handlungsbedarf gründet sich nur teilweise auf deren noch unzureichende Funktionalität.

-SCM erfordert Veränderungen in Organisation, Prozessen und Systemen. Für verbesserte Absatzplanung, zeitnahe Produktionsplanung, standortübergreifende Bestandsplanung bis hin zur Dimensionierung beziehungsweise Erweiterung ganzer Logistiknetzwerke, verzögerungsfreie Liefer-/ Verfügbarkeitszusagen etc. gibt es keine universellen Kochrezepte.

-SCM ist in höchstem Maße erklärungsbedürftig. Einem ganzen Kreis von Entscheidungsträgern - vor allem aus Vertrieb, Einkauf, Logistik und Informationstechnik - muss der Nutzen eines solchen Systems erschlossen werden.

Zudem lassen sich aus den verwirklichten SCM-Projekten folgende Erkenntnisse herausfiltern:

-Die Anzahl tatsächlich umgesetzter Vorhaben ist noch gering. Neue Einsatzbeispiele kommen zwar kontinuierlich hinzu (siehe den Vertragsabschluss zwischen I2 und den Logistikdienstleistern Kühne & Nagel sowie Uni Data). Insgesamt handelt es sich aber um eine überschaubare Anzahl von Projekten. Das gewaltige Wachstum von SCM-Projekten auf dem nordamerikanischen Kontinent wird im westlichen Europa bei weitem nicht erreicht - und im Osten schon gar nicht.

-Für Interessenten gestaltet sich die Suche nach geeigneten Referenzkunden schwierig. Wenn potenzielle Anwender die Systemanbieter nach für ihre Aufgabenstellung relevanten Referenzen fragen, stoßen sie entweder auf taube Ohren, sie bekommen Beispiele aus den USA genannt, oder die Situation des betreffenden Unternehmens ist mit der eigenen überhaupt nicht vergleichbar.

-Die Abgrenzung von SCM- und E-Business-Projekten wird zunehmend unschärfer. Wenn man alle IT-Projekte innerhalb der Wertschöpfungskette als SCM- oder als E-Business-Projekte bezeichnet, wächst deren Gesamtzahl. Aber das entspricht nicht dem Verständnis, das wirkliche SCM-Verfechter vom Supply-Chain-Management haben. Sie fordern Elemente wie Szenarienbewertung, Entscheidungen in Echtzeit und Berücksichtigung der Auswirkungen von Planänderungen entlang der gesamten Lieferkette.

So verhält sich denn auch die Mehrzahl der Teilnehmer am SCM-Stammtisch zurückhaltend: Erst mal abwarten, was die anderen so machen, lautet der Tenor.

Für innovative Unternehmen gibt es ja auch eine Vielzahl unterschiedlicher Themen, die möglichst alle sofort und mit voller Konzentration auf den Weg gebracht werden sollten. Die wichtigsten Beispiele sind:

-Maßnahmen zur Verbesserung der Kundenbeziehungen (Customer Relationship Management = CRM) mit Funktionen für Vertrieb, Marketing und Kundenservice,

-Maßnahmen zum Verkauf über das Internet (E-Commerce mit an die Waren-/Finanzwirtschaft anzubindenden Shop-Systemen),

-Maßnahmen zur Errichtung von Marktplätzen im Internet, beispielsweise für den Beschaffungsbereich.

Bei dieser Vielfalt stellt sich die Frage der Priorisierung. Wie eine Studie der Beratungsgesellschaft KPMG ausweist, sehen 54 Prozent der befragten Unternehmen den wichtigsten Vorteil von SCM in der Verbesserung der Zusammenarbeit mit Geschäftspartnern. Dabei spielt die Verringerung der Transaktionskosten lediglich für 28 Prozent die wesentliche Rolle. Welchen Beitrag SCM hier leisten kann, lässt sich nur im jeweiligen Einzelfall bewerten.

B-to-B-Marktplätze in der Beschaffung generieren für die Unternehmenskunden keinen unmittelbaren Nutzen. Vorteile entstehen allenfalls durch günstigere Transaktionskosten und schnellere Prozessabwicklungen. Auch der Internet-Commerce öffnet im Grunde lediglich einen neuen Kanal, über den die Ware angeboten werden kann.

Kundennutzen entsteht erst durch einen verbesserten Service in der Leistungserbringung. Bessere Logistikleistungen wie verkürzter Lieferservice, erhöhte Termintreue sowie sofortige, schnelle und verlässliche Verfügbarkeitsaussagen - selbstverständlich zu wettbewerbsfähigen Preisen - schaffen einen Zusatznutzen. Deshalb können sie als Differenzierungsmerkmal dienen.

Die Vielfalt der Maßnahmenfelder, die bei SCM-Vorhaben zum Tragen kommen, trägt keineswegs dazu bei, die Priorisierung zu erleichtern und die erreichten Ergebnisse besser aufeinander abzustimmen. Den Unternehmensberatern bietet sich hier allerdings die hervorragende Chance, potenziellen Kunden ein Projekt zur Strategiefindung und Zielsuche zu verkaufen. Aus der Not der Komplexität macht der Berater eine Tugend und lässt sich das Sortieren, Analysieren, Priorisieren und schließlich das Empfehlen von Maßnahmen teuer bezahlen.

Auch die Softwareanbieter werben nicht mit Produktkomponenten oder Leistungsmerkmalen, sondern mit Strategien, Visionen und anderen weichen Differenzierungsfaktoren. Bei I2 beispielsweise stand vor drei bis vier Jahren noch die optimierte Produktionsplanung im Vordergund. Vor etwa zwei Jahren begann das Unternehmen, Supply-Chain-Management zu propagieren. Im vergangenen Jahr stand "Electronic Business Process Optimization" auf der Tagesordnung. Heute wird vom integrierten E-Business gesprochen, das sämtliche Komponenten der Wertschöpfungskette einbezieht.

Fokussierung schafft messbare Erfolge. Was heißt das für die Priorisierung künftiger Aktivitäten? Jedes der oben beschriebenen Themen erfordert die Bereitstellung erheblicher menschlicher und finanzieller Aufwände. Dienstleistungsbereiche wie Logistik und Informationstechnik klagen aber im Allgemeinen fortwährend über nicht ausreichende Ressourcen. In der Praxis wurden deshalb nur solche Projekte erfolgreich abgeschlossen, die voll fokussiert waren.

Zur Einführung neuer Informationssysteme entlang der Lieferkette sind die etablierten Verantwortungsbereiche und die Ablauforganisation zu verändern. Das ist die Hauptursache, weshalb das Marktforschungsunternehmen Gartner Group zu dem Schluss kommt, etwa 75 Prozent sämtlicher E-Business-Projekte seien zum Scheitern verurteilt.

Wenn ein Unternehmen ein erweitertes Planungswerkzeug in der Produktion einführt, sind Tätigkeiten in der gesamten Arbeitsvorbereitung betroffen. Das komplexe Optimierungsmodul, die höhere Planungsfrequenz sowie die Notwendigkeit sofortiger Entscheidungen erfordern einen erstklassigen Kenntnisstand der Mitarbeiter, eine hohe Motivation für moderne Planungsverfahren und die Bereitschaft, die Verantwortung für die Ergebnisse selbst zu tragen. Häufig können hierfür nur junge Mitarbeiter begeistert werden.

Im Gegensatz zu den Vereinigten Staaten wird im deutschsprachigen Raum das Vorhandensein des "Renditegipfels" allein noch nicht als Startsignal verstanden. Hierzulande suchen die Unternehmen zunächst nach einem nachweislich erfahrenen "Bergführer", der den holprigen Weg bereits mehrfach bewältigt hat. Vor einer Freigabe der Investitionsentscheidung - bei Projektvolumina in Millionenhöhe - werden alle Einwände ausführlich behandelt, Beweise für den angestrebten Erfolg gesucht und Erfahrungen verlangt, um die Sicherheit des eigenen Vorgehens zu maximieren, also das unternehmerische Risiko möglichst gering zu halten.

Nichts tun heißt: zurückfallenSchon IT-Projekte, die weniger komplex sind als SCM-Vorhaben, dauern erfahrungsgemäß fast immer länger, als die Systemanbieter oder Berater versprechen. Die Anbieter wollen in erster Linie Lizenzen verkaufen. Das passiert typischerweise am Anfang eines Projekts. Die Berater haben zunächst die Innovation, die Veränderung sowie die Unterstützungsnotwendigkeit - und damit die eigene Verkaufschance - im Auge.

Wenn Projekte nicht termin- oder budgetgerecht verlaufen, lässt sich das rückblickend auf vielfältige Ursachen zurückführen - zum Beispiel darauf, dass die Betroffenen nicht fähig oder bereit waren, Entscheidungen zu treffen und die Veränderungen voranzutreiben oder anzunehmen. Doch hätten diese Faktoren eigentlich schon zu Beginn der Projektarbeit ausreichend berücksichtigt werden müssen.

Projekte, die die Erwartungen nicht erfüllen, tragen nicht eben zu einer beschleunigten Umsetzung der SCM-Ideen bei. Auch Verantwortliche, die sich über die Erfolgsbedingungen im Klaren sind, warten im Zweifelsfall lieber ab. Nichts tun heißt aber: zurückfallen. SCM gehört in jedes Projektportfolio eines erfolgsorientierten Unternehmens. Ob das Thema priorisiert und wann es tatsächlich verwirklicht wird, ist nach individuellen und machbarkeitsbezogenen Wirtschaftlichkeitsüberlegungen zu entscheiden.

mfg.goodi

[gooodi]

hallo,

bezieht sich zwar nicht direkt auf cmrc, zum träumen aber bestens geeignet.
die marktplatzlösungen von cmrc-dazu noch eigenentwicklungen ähnlicher art wie im folgenden artikel-,
dann wäre cmrc das traumschiff im b2b. gerade,weil es gelungen ist, die wichtigsten strategischen positionen zu besetzen. 7 megaexchanges in "besitz", über 11 weiter wird verhandelt.

hier der artikel:

I2 setzt auf Beschaffung produktionsrelevanter Güter

MÜNCHEN (CW) - Mit einer so genannten Supplier-Relationship-Management-Lösung (SRM) will I2 Technologies seine Kunden bei der Verwaltung ihrer Zulieferbeziehungen unterstützen. Nachdem sich E-Procurement bisher überwiegend auf indirekte Produkte wie Bürobedarf konzentrierte, sollen sich mit der neuen Software auch produktionsrelevante Güter beziehen lassen.

Das Besondere an der neuen SRM-Lösung für indirekte und direkte Güter ist ihre Kopplung mit der Supply-Chain-Management-(SCM-)Software von I2. Herstellerangaben zufolge ist es möglich, mit der Software die unternehmensübergreifende Entwicklung und Produktion komplexer Produkte zu organisieren und dabei über die Wertschöpfungskette hinweg Beschaffung und Abwicklung zu koordinieren. Damit würde die Vision des Collaborative Commerce ein ganzes Stück näher rücken: In einem abgestimmten Prozess, an dem eine Vielzahl von Firmen beteiligt sind, werden Produkte nach Bedarf entwickelt, beschafft und in die Supply Chain integriert.

Die neue Procurement-Lösung wird auf der einen Seite von der I2-Software "Trade Matrix" - einer Lösung zur Synchronisierung von Einkaufsprozessen - unterstützt. Auf der anderen Seite liegt ihr das "Infinite Content Network" zugrunde, das für die Optimierung von Geschäftsprozessen und die unternehmensübergreifende Zusammenarbeit konzipiert ist. Laut Dave Horne, Senior Vice President bei I2, werden durch SRM die Verhandlungen mit den Lieferanten effizienter, was Zeit und Kosten sparen helfe. Zum Beispiel könne ein Unternehmen genau ermitteln, wie viel Geld es bei einem direkten Materialkauf ausgibt - selbst wenn diese Informationen in unterschiedlichen Systemen gespeichert seien. Auch Workflow-Funktionen sind in die Suite integriert: Treten zum Beispiel Performance-Probleme bei einem Zulieferer auf, wissen die Ingenieure sofort, auf welches Stadium des Entwicklungsprozesses sich diese konkret auswirken. "Der Gefahr, dass ein Unternehmen nicht liefern kann, lässt sich auf diese Weise gezielt entgegensteuern", so Horne.

Mit dem Fokus auf direkte Beschaffungsprozesse auf virtuellen Marktplätzen verfolgt der texanische E-Commerce-Software-Anbieter I2 einen Ansatz, der sich nach Ansicht von Bruce Richardson, Analyst bei AMR Research, schon bald auszahlen könnte. Zwar gibt es auch von Wettbewerbern wie Ariba und Oracle Lösungen, mit denen sich die Entwicklung komplexer Produkte vereinfachen lässt. Allerdings lassen sie sich bislang nicht direkt in die Lieferkette einbinden. Genau diese Kombination dient jedoch dazu, den B-to-B-Handel wesentlich zu erleichtern, meint Greg Runyan, Analyst bei der Beratungsfirma Yankee Group.

mfg.goodi

[Joergs]

Zum Thema Gerüchte:
Gestern abend (29.1.) bei n-tv im Videotext, natürlich mit Hinweis auf 0190 Nummer:

`Commerce One: SAP kauft`

Habe bisher keine aktuelle seriöse Nachricht dazu finden können, weder zum Kauf von weiteren Anteilen, geschweige denn zu Übernahmeplänen. Weiß jemand was?
Gruß,
Joergs

[buckweiser]

Käse und Abzockerei....

[RolfBraun]

@Joergs:

Das Gerücht wurde schon vor 5 Tagen in die Welt gesetzt, Buck hat allerdings recht: Die "0190" anzurufen kann man sich sparen, die Info gibt´s hier auch umsonst.
Außer ellenlangem Gebrabbel ist auf diesen Hotlines sowieso nichts zu erfahren.

hehehe...

Aber Gerücht ist Gerücht...

-Rolf-

[gooodi]

hallo,

auch wenn es nur ein gerücht ist und vielleicht immer eines bleiben sollte. es wird in regelmäßigen abständen immer wieder hochkommen. meines erachtens gäbe es wenige firmen, welche so zusammenpassen würden. sap mit seinen scm und crm
lösungen und cmrc mit seinen marktplatzlösungen und seinen schon gewonnenen kunden/plattformen.
diese situation wäre genauso "unschlagbar" wie ein entwickeln entsprechender software seitens cmrc. über kurz oder lang werden sämtliche kunden eine scm-lösung verlangen.

mfg.goodi

[spider25]

Hallo,wie kommt ein kurs in Berlin um 10.22 zu 7,30 euro?Sind 13928 im Umsatz,also wahrscheinlich verkauf und warum greift dann mein Limit von 31 Euro nicht?
Wer kann mir das erklären....
Ciao Spider25

[gooodi]

hallo,

hier handelt es sich zwar mehr oder minder um ein horizontales portal, auf welchem überwiegend content gehandelt wird und welches sich fast ausschließlich an den endkunden (b2c) richtet, aber beweißt es in der praxis, wie schwer einmal besetzte märkte (bereiche/portale) zu erobern sind.
nicht viel anders läuft es im b2b bereich ab. sind einzelne branchen durch portale/plattformen besetzt und haben eine kritische größe überschritten, dann wird ein späteres eindringen immer schwerer. das heißt, es wird pro branche weltweit max. 3-5 portale geben. evtl. geographisch fokussiert (europa,amerika,asien). möglich sind aber auch nur 1-2 plattformen pro branche-bewußt als megaexchanges bezeichnet. welche rolle cmrc aus diesem gesichtspunkt spielt sollte jedem klar sein, der in etwa die weltweite aufteilung der bisherigen megaexchanges kennt. bis ende 2001 sind diese strategischen ausgangspunkte weitestgehend verteilt. einer der größten gewinner steht heute mit ziemlicher sicherheit schon fest-cmrc !



Das Aus für ein Internet-Portal

Walt Disney beabsichtigt die Pforten seines Portals Go.com, in dem sämtliche Inhalte von Disney`s Internetaktivitäten, wie ABC und ESPN, konzentriert wurden, zu schliessen. Die Geschäftsausgabe wird 400 Arbeitsplätze betreffen und für Walt Disney Kosten in der Höhe von $800 Mio. im zweiten Quartal verursachen. In 2001 sollen die Earnings zwar negativ beeinflusst werden, die Profitabilität der gesamten Internetaktivitäten von Disney sei jedoch somit näher gerückt.

Die Anaylsten zeigen sich von diesem Schritt nicht überrascht, da das ehemalige Infoseek in den letzten Monaten sogar an Reichweite einbüsste und im letzten Jahr nur 20% bezüglich der Page Views wuchs. Ursprünglich sollte Go.com, entsanden in der Fusion von Infoseek und Disney`s Buona Vista Internet Group, mit Portals wie von Yahoo und AOL konkurrieren. Zukünftig plant sich Disney verstärkt auf seine Internetaktivitäten wie ESPN und ABCNews zu fokussieren, da das Internet auch weiterhin ein wichtiger Bestandteil der Strategie bleiben wird.

[Softliner]

Nur einmal als illusionäre Überlegung:

Wie könnte eine Übernahme von CMRC durch SAP ablaufen?

Würde SAP ein Angebot an die Aktionäre machen, dem diese dann zustimmen könnten oder auch nicht?
Welcher Übernahmekurs von CMRC könnte bezogen auf den heutigen Kurs realistisch sein?
Oder wie würde sich eine Fusion beider Firmen für uns Aktionäre auswirken?

Am liebsten wäre mir ja, wenn CMRC zwar mit SAP erquicklich kooperieren, aber als eigenständiges Unternehmen zum Globalplayer aufsteigen würde - mit einer Marktkapitalisierung so in 5 Jahren im 3-stelligen MRD-$-Bereich.

*träum*

Gruss

Softliner

[gooodi]

hallo softliner,

also ich würde aus heutiger sicht nur bei dreistelligen kursen zustimmen. denn das wäre cmrc aus strategischen gesichtspunkten für sap auch wert. allerdings wird sich sap dies aus realistischen gesichtspunkten nicht leisten können.
auch würde wohl der cmrc-vorstand darunter nicht verhandeln.
wie gesagt, sollte cmrc in nächster zeit eine eigene scm-lösung bereitstellen können, dann wären wir eh bald in diesem bereich. ich rechne sowieso schon fast mit diesen kursen in 2001.

mfg.goodi

[olmb23]

Habe was gefunden:

Jan 30,2001


Singapore Telecom, Hong Kong Group
Will Combine E-Commerce Operations
Staff Reporter of The Wall Street Journal
HONG KONG -- In a sign that the consolidation of e-commerce is creating strange bedfellows, the main business-to-business e-commerce operation of Singapore Telecommunications Ltd. will merge with an e-commerce consortium that includes almost every major corporation in Hong Kong, from old colonial giants to the new breed of red chips.

While the merger of rival e-commerce flagships from Singapore and Hong Kong will allow them to concentrate fire on common competitors -- such as the operations of Hong Kong billionaire Li Ka-shing, who is not a member of the grouping -- it may also mean both cities will have to swallow a little pride.

The parties have agreed to the linkup, but have yet to formally sign on the dotted line, according to managers in both Hong Kong and Singapore familiar with the deal. They said an announcement is expected this week.

The Singapore partner, SESAMi.com Pte. Ltd., is majority-owned by Singapore Telecom and so far caters to industries such as chemicals and electronics, in which Singapore is strong. The partner in Hong Kong is Asia2B.com Ltd., a lower-profile but powerful group whose shareholders include British-based groups such as Jardine Matheson Group and Swire Group, e-commerce operations of local powerhouses such as Sun Hung Kai Properties and red-chip Beijing Enterprises Holdings , a company listed in Hong Kong whose controlling shareholder is the Beijing Municipal government. Asia2B`s operations have been smaller in scope, mostly helping companies in Hong Kong or Southern China implement their own electronic marketplaces for suppliers or customers.

Both have regional ambitions in the business-to-business e-commerce that is widely predicted to be the Net`s most valuable long-term business opportunity. Executives close to the deal said the two companies face challenges in becoming profitable. However, they use a common software platform provided by Commerce One Inc. of the U.S., making a merger technically straightforward.

"Cooperation makes sense," said Lane Leskela, an analyst for Gartner Group in Hong Kong. "I would say that the quality of business management at Asia2B is relatively high and the technical capability of SESAMi is relatively high."

But he says the merger could leave tough issues unresolved.

"I think business management is going to be an immediate issue," Mr. Leskela said. "Where is the headquarters going to be? Who`s going to be in charge?" Mr. Leskela said he had earlier received intimations that such a deal may be coming but had not heard of final confirmation.

Both parties declined public comment. David Ketchum, a spokesman for Asia2B said the company has "nothing to announce at this time." However, he added, "Clearly it`s an era of consolidation in Asian business-to-business e-commerce, and we are looking for potential partnerships." SESAMi was slated for flotation before SingTel`s financial year ends this March but the company has postponed the plan, citing poor market conditions.

Asia2B`s shareholders have combined revenue equal to 20% of the city`s gross domestic product, and while they read like a Who`s Who of Hong Kong business, one is conspicuously missing: billionaire Mr. Li, whose businesses have been aggressively moving into e-commerce. Many observers saw Asia2B as an attempt by Hong Kong Inc. to band together and prevent Mr. Li from transferring his increasing dominance of the city`s Old Economy into its New Economy.

With Singapore Telecom, the consortium now has a powerful new partner that could help it mount a more credible challenge to Mr. Li`s empire. For SingTel, too, the move could be seen as sweet revenge. Earlier this year, the company was thwarted in its attempt to snatch Hong Kong`s former telephone monopoly, Cable and Wireless HKT Ltd., off the auction block to secure itself a dominant position in the local market. Instead, Pacific Century Cyberworks, run by Mr. Li`s son, Richard, won the prize. Outmaneuvered by Mr. Li Junior, SingTel now has a chance to go head-to-head with Mr. Li Senior.

mfG

[SteffenP]

http://investor.cnet.com/investor/news/newsitem/0-9900-1028-…


The E-Business Reporter by Sands Brothers and Co., Ltd.

By: Sands Brothers
1/30/01 12:28 PM
Source: News.com
The E-Business Reporter by Sands Brothers & Co., Ltd. Volume 1, Issue 2
Who Needs The Super Bowl? Ariba And Commerce One Battle It Out In The 1st Ever E-Business Bowl



The E-Business Bowl

One of the questions most raised by our investors within the E-business space is whether Ariba or Commerce One is the better investment. On August 17, 2000 (please refer to Ariba research report dated 8-17-00), we decided in favor of Commerce One over Ariba based on valuation. We were rewarded (sarcasm) with a falling Nasdaq market, exemplified by our infamous Presidential election. Shares of Ariba and Commerce One fell roughly 62% and 49%, respectively. As we moved through the first month of the year 2001 and earnings season, both companies reported solid results (see Ariba research report dated 1- 12-01 and Commerce One research report dated 1-19- 01), but the stocks have reacted differently. So far this year, Ariba is down 28%, while Commerce One is up 25% and the valuation gap has narrowed substantially. The question remains: Which is currently the better investment choice?

In honor of Super Bowl XXXV, we have created our own Super Bowl, The E-Business Bowl. The E-Business Bowl was designed to pit two similar companies in head-to-head investment battle with the hopes of naming a decisive victor. We are going to compare Ariba and Commerce One in four distinct categories:

First Quarter = Revenue Second Quarter = Earnings Third Quarter = Valuation Fourth Quarter = Key Metrics

In fairness to Ariba, which reports its fiscal year end in September, we have attempted to use calendar year numbers as well as results from the two companies’ most recent quarter to make our comparisons more representative of an identical time frame.

The Introductions

Ariba: Closing Price: $38 3/8 Market Cap: $9.6 billion

Commerce One: Closing Price: $33 7/8 Market Cap: $6.5 billion

1 st Quarter: Revenues

It’s prime time for the E-Business bowl, as earnings season is in full swing. Okay, let’s see how these two stack up.

In terms of revenues, it looks like both squads were pretty equal last year, with Ariba narrowly edging out Commerce One. Ariba finished CY00 with $425.8 million as compared to Commerce One’s $401.8 million. We estimate CY01 revenues for Ariba at $882.0 million, while Commerce One comes in at $926.5. One of CMRC’s propelling forces behind its current faster pace of revenue growth has been the company’s strategic relationship with SAP. SAP helped directly sell approximately 30% of Commerce One’s total revenues during 4Q00, which was due to joint marketing efforts into SAP’s 13,000-member customer base. Furthermore, it doesn’t appear as if this relationship shows any sign of slowing, meaning more competition for Ariba.

Let’s look at the latest quarter (Ariba’s 1Q01 and Commerce One’s 4Q00), for which both companies recently reported earnings. Ariba reported revenues of $170.2 million, while Commerce One came in at $191.4 million. This represents an increase of 25% Q/O/Q for Ariba, and 70% Q/O/Q for Commerce One. Network revenues for Ariba and Commerce One came in at $26 million and $15 million, respectively. Again, this reflects 30% Q/O/Q growth for Ariba, but a much more impressive 49% Q/O/Q growth for Commerce One. Thanks in part to SAP, it appears that Commerce One is winning the revenue battle, and Ariba will have to resort to other means to dominate this contest. As a result, Commerce One is up 1- 0 at the end of the quarter.

2 nd Quarter: Earnings

Let’s see what happens in the 2nd quarter as we address earnings. Actually, there is not too much to address: This one goes to Ariba. For FY00, Ariba reported a cash loss of $0.15 per share, excluding non-cash charges, as compared to Commerce One’s cash loss of $0.33 per share, excluding non-cash charges. Furthermore, Ariba reached profitability on a cash basis last quarter, earning $.05 per share, excluding non-cash charges, while Commerce One was still at a cash loss of $.05 per share, excluding non-cash charges. Estimated CY01 earnings come out to $0.30 per share, excluding non-cash charges, for Ariba and an estimated $0.02 per share, excluding non-cash charges, for Commerce One’s FY01 (Remember, Ariba is on a September fiscal year, so our assumptions are stated on a calendar year).

If you are questioning why we are estimating that Ariba will be more profitable in CY2001 than Commerce One even though Commerce One has more revenues, the answer is simple, gross profit margin (gpm). During the last reported quarter, Ariba reported a gpm of 82% while Commerce One reported a gpm of only 57%. The difference in gpm can be partly attributable to CMRC’s acquisition of AppNet, whose traditional consulting business has a lower gpm than that of Commerce One and partly to revenue mix of license revenue versus service revenue.

To say the least, Ariba is simply dominating the competition in this area. Due to its emphasis on growth in lieu of profits as well as its acquisition of AppNet, a slower growing business, Commerce One is expected to be profitable by 2Q01, while Ariba is already profitable. There is almost no doubt, however, that Ariba will stay ahead during future quarters. Going into the half the score is tied at 1 - 1.

3 rd Quarter: Valuation

Lets see how the two teams react following their halftime pep talks. Valuation has always been an issue between these two stocks. Since both came public during the summer of 1999, rarely have they traded at similar valuation levels. Let’s see where they stand now:

Ariba: Mkt. Cap/ Revenue CY2000A: 22.5x Mkt. Cap/ Revenue CY2001E: 10.9x P/E FY2001E: 127.9x 5 Year Estimated EPS Growth Rate*: 63.6% PEG Ratio: 2.01

Commerce One: Mkt. Cap/ Revenue CY2000A: 16.3x Mkt. Cap/ Revenue CY2001E: 7.1x P/E FY2001E: 1693.8x 5 Year Estimated EPS Growth Rate*: 76.4% PEG Ratio: 22.2

*Source: Bloomberg

At first glance, the results appear mixed; Commerce One appears more attractive on a revenue multiple, while Ariba appears more attractive on a P/E multiple and PEG ratio. Let’s take a look at some more at the history of these companies. The valuation comparisons that we have elected to point out provide us with mixed results based on which of the comparisons you elect to choose. On a revenue multiple, Commerce One is trading at a discount to Ariba and would be considered undervalued. On the other hand, investors that value companies based on P/E multiples and PEG ratios, would consider Ariba far more attractive than Commerce One. Both Ariba and Commerce One are relatively young companies that had different agendas. Ariba made it a corporate priority to try and be the first pure play E-business Company to reach cash profitability. Commerce One has made it a priority to invest in its growth in lieu of profitability. As a result, it becomes difficult to compare the two companies on a valuation basis and we are calling the third quarter a draw. The score shall remain tied 1 - 1 going into the fourth quarter.

4 th Quarter: Key Metrics

The E-business bowl has come down to the wire; Commerce One stepped out to an early 1 - 0 lead in the first quarter only to be tied in the second quarter. The fourth quarter will settle the score once and for all and we have decided to settle it by comparing some key metrics.

Recent questions have been raised to both Ariba and Commerce One as to how extensively each company is exposed to the dotcom sector. Lately, dotcoms have been going out of business, declaring bankruptcy, downsizing and changing business models on a daily basis. This point was recently raised with Ariba when the company published its 10-K. In the 10-K, Ariba’s allowance for doubtful accounts rose from $20,000, which was 0.4% of total accounts receivable in FY1999 to $13.8 million, which was 18.3% of total accounts receivable. In addition, on Ariba’s last conference call, management stated that less than 10% of the company’s business revolved around dotcoms and the huge increase in allowance for doubtful accounts was more of the company taking a conservative measure. However, from a competitive stance, Commerce One has less than a 5% exposure to the dotcom market segment and its accounts receivable reporting has remained consistent. In our current economic environment, it is clearly an advantage for Commerce One to be less exposed to the dotcom sector.

As we pick apart the balance sheet a little more, we believe that cash on hand is an important metric and Ariba is the favorite. At the end of each company’s last reported quarter, Ariba had $408.0 million in cash, while Commerce One was sitting on $341.4 million in cash. In addition, Commerce One is not yet earnings positive on a cash basis and is therefore depleting cash reserves while Ariba is earnings positive and building its cash position.

As we progress through the fourth quarter, the competition is too close to call. Let’s take a look at the customer base of the two companies:

Ariba Total Customers: 535 Average revenue per customer: $318,000 Average revenue per customer CY2000: $795,888

Commerce One Total Customers: 504 Average revenue per customer last quarter: $379,762 Average revenue per customer CY2000: $797,222

Even though Ariba has more total customers, Commerce One, in the last quarter, generated over $61,000 more revenue per customer. However, revenue generated per customer for CY2000, is almost a dead heat, with Commerce One holding a slight advantage.

Overtime

Our attempt to answer the simple question of whether Ariba or Commerce One is the better investment has not yielded a decisive victor. It is our opinion that each company has some advantages over the other, but there is not one dominant player. The only way to decide this battle is to interject and give you our opinion. By comparing sales growth from last quarter, Commerce One has maintained a higher top line revenue growth rate than Ariba Q/O/Q. We believe the higher revenue growth rate is partly the result of CMRC’s strong relationship with SAP, as these two companies have jointly developed products and marketed each other’s products to new customers and SAP’s 13,000-customer base. Ariba is lacking such an efficient partnership; the once boldly proclaimed Alliance (Ariba, i2 Technologies and IBM) appears to be far less rewarding than initially perceived.

We have also witnessed isolated incidents of ARBA and ITWO sales forces competing against each other for some accounts.

E-business has become far more than bringing buyers and suppliers together over the Internet for the E-procurement of indirect goods. The E-business focus has shifted towards supply chain management. SAP and Commerce One have a product together, yet Ariba has been relying on ITWO for this piece. With the Alliance teetering in the wind, Ariba needs to find a stronger partner or develop the technology in-house. At a recent Ariba analyst event, management did announce a new line of products for collaborative commerce, a piece of the supply chain, which is slated for release in February/March. This is a positive step for Ariba but we are left wondering how the collaborative commerce products will stack up against the competition, and if Ariba is too late to join the supply chain ballgame. Just to throw us for a loop, on January 29, 2001, Ariba announced that it had signed a definitive agreement to purchase Agile Software, a provider of collaborative commerce products and solutions. The acquisition is expected to close during Ariba’s 3Q01. It seems as if Ariba knew what we were asking of them with this acquisition and we will have to wait and see how it unfolds over the next 2 quarters.

In another twist of events, Ariba’s management, during the last earnings conference call, stated that the company was going to start selling more software licenses on a 2-3 year term basis instead of on a perpetual basis. This means Ariba is going to recognize more license revenue upfront instead of ratably. In the past, it was possible to look at deferred revenue growth as an indication of Ariba’s pipeline and sales strength. Although management stated that the change was a result of customer demand, we are left to wonder if the change is a result of slower demand or pricing pressure and whether Ariba needs to recognize more revenue up front in order to keep up with street expectations.

We have a winner

In pronouncing the winner of this hard fought battle, we have kept with our current recommendations, Ariba at Buy and Commerce One at Strong Buy. We like the long-term prospects of both of these companies and that E-business is still a relatively young, evolving industry. Congratulations to the first winner of the E-Business Bowl:

Commerce One. Bring on the Ravens!

E-business News Ticker

1/28/01: Ariba and Agile Software

Ariba announced that it has signed a definitive agreement to purchase Agile Software. Agile Software is a supplier of E-business collaborative manufacturing commerce solutions.

1/25/01: Ariba and Vignette

Ariba and Vignette announced a strategic alliance to offer a comprehensive B2B platform for enabling marketplaces.

1/19/01: Sands Brothers’ own E-business analyst, Gavin Mlinar, was interviewed on Bloomberg television. During the appearance, Gavin discussed the recent quarterly earnings releases of ITWO and CMRC. A replay of the appearance can be found at http://www.bloomberg.com./

1/18/01 VerticalNet cuts 150 jobs

VerticalNet announced that it cut 150 jobs, equivalent to 8.3% of its total workforce, in an effort to reduce costs. 1/17/01: PurchasePro.com closes on Stratton Warren PurchasePro announced that it closed its acquisition of Stratton Warren. Total consideration paid to Stratton Warren was $5.5 million in cash and $9 million in PurchasePro common stock.

1/17/01: I2 Technologies and Hitachi

i2 Technologies announced that Hitachi Ltd., would install ITWO’s TradeMatrix network at some of its units in an attempt to improve supply chain processes.

Additional information on these securities and companies is available upon request.

The following companies are mentioned in this report: Ariba Corporation (NASDAQ: ARBA - buy - $38 3/8), Commerce One (NASDAQ: CMRC – strong buy - $33 7/8), SAP (NASDAQ-ADR: SAP – No rating - $46.31), i2 Technologies (NASDAQ: ITWO – Buy - $57 9/16), Vignette (Nasdaq: VIGN – no rating - $8 15/16), Hitachi (NYSE ADR: HIT – no rating - $91.55), Agile Software (Nasdaq: AGIL – no rating - $50 3/8) and Experio (Privately held).

This report has been prepared as a matter of general information, it is not intended to be a complete description of any security or company mentioned, and is not an offer to buy or sell any security. All facts and statistics are from sources believed reliable, but are not guaranteed to be accurate. The firm, its directors and employees and clients maintains a position in these securities and may at any time have a position in other securities mentioned in this report, which may increase or decrease over time. Sands Brothers & Co., Ltd. may have participated in the underwriting of this company’s securities in the past three years. Sands Brothers & Co., Ltd. makes a market in shares of Ariba Inc., Commerce One and i2 Technologies. Since registered representatives make individual investment recommendations in the accounts under their supervision, transactions may be effected which are inconsistent with research reports. Sands Brothers & Co., Ltd., member SIPC. This research report may not be issued or passed on to any person in the United Kingdom unless that person is of a kind described in Article 11(3) of the Financial Services Act of 1986 (Investment Advertisements) (Exemptions) or is a person to whom this document may otherwise lawfully be issued or passed on.

Information contained on this page is provided to CNET directly from the investment firm cited in this report.

[gooodi]

hallo,

das überrascht mich aber-analysten können analysieren?!

guter beitrag.

mfg.goodi

[Shakes]

January 31, 2001 6:31am

UPDATE 3-SingTel unit, Hong Kong B2B hub combine

Reuters




HONG KONG, Jan 31 (Reuters) - Singapore Telecommunications Ltd`s <TELE.SI> unit SESAMi.com and Asia2B.com, an Internet business-to-business service backed by many of Hong Kong`s largest companies, teamed up on Wednesday in what they called Asia`s largest e-commerce merger to date.

"In chapter two of the Internet evolution, let me say: size does matter," Thomas Tsao, chairman of Asia2B, told a Hong Kong news conference, billing the combined company as Asia`s leading e-commerce hub.

The merged firm, which will be owned equally by shareholders of SESAMi.com and Asia2B, will be named SESAMi Inc and have initial capitalisation of US$72 million.

Combined, the two e-commerce firms had revenue of US$7 million in 2000. Together, they have 120 employees and post monthly transaction volume of US$320 million from some 1,300 customers.

Market watchers said that the merger may be the beginning of a wave of consolidation in Asia`s business-to-business Web industry as Asia`s brief dotcom boom has quickly turned sour, leaving many Web stocks at record lows.

But unlike cases of cash-starved dot.coms being forced to find saviours, this marriage of heavyweight-backed operators appears aimed at creating a more powerful regional player.

"What these companies are doing is right, which is proactively trying to enhance their standing and secure higher returns going forward," said Merrill Lynch Internet analyst Matei Mihalca.

Mihalca said that post-merger, SESAMi and Global Sources will be the two business-to-business leaders in Asia.

PROFIT SEEN IN 2002

SingTel, which was the majority owner of SESAMi.com, will end up with about 44.5 percent of the combined firm`s equity and SingTel chief executive Lee Hsien Yang will be the combined company`s chairman.

An executive with the combined firm said it has about US$40 million in cash on hand and expects to be profitable in mid-2002. He declined to provide revenue targets.

And while the company does not currently have funding needs, co-CEO Fang Fang said SESAMi would consider taking on strategic investors over the next three to six months.

SingTel was SESAMi`s major shareholder with 89 percent, while Overseas Union Bank owns 10 percent.

Asia2B was formed in April of last year with a combined investment of US$40 million from eight companies: Jardine Matheson <JARD.SI>, Swire Pacific Ltd <0019.HK>, SUNeVision <8008.HK>, i-Cable Communications Ltd <1097.HK>, New World China Enterprises, Beijing Enterprises Holdings Ltd <0392.HK>, WI Harper group, and Commerce One <CMRC.O>.

The combined firm will focus on providing services to seven industries: chemicals, construction, electronics, healthcare and pharmaceuticals, retailing and food, telecoms and transportation.

Shares of Swire Pacific ended up 1.76 percent on Wednesday at HK$57.75 (US$7.40). Jardine shares were unchanged at US$6.20 while SUNeVision rose 2.56 percent to HK$3. SingTel shares ended one Singapore cent higher at S$2.80 (US$1.61).

I-Cable`s stock was up 0.59 percent at HK$4.275 and Beijing Enterprises had gained 1.29 percent to HK$7.85 percent.

(US$=HK$7.8, US$=SG$1.74)

((Tony Munroe and Jonah Greenberg, Hong Kong Newsroom [phone], Fax [phone] [e-mail]))

[Mitch.Melaine]

Kennt jemand einem Call auf Commerce One mit hohen Umsätzen; Fälligkeit ca. Ende 2001 ?

[wagstefan]

526453 Lz 18.01.02 und Basis 110, auch 526454, aber mit bisschen weniger Umsätzen(trotzdem ganz ordentlich), Basis 125$, oder welcher mir am besten gefällt, aber bei den die Umsätze geringer sind ist 766947, Lz 17.07.02!! und Basis 50!!!!
Viel Erfolg

[MFrame]

Bei Optionssceinkauf an der Euwax in Stgt ist das Vol
uninteressant. Die Emittenten treten als Gegengeschäft
ein.
Nur sehr wichtig Geld/Brief bei Reuters abzufragen
Topaktuell.

Nur - jetzt noch einen Call Kaufen ist sehr mutig m.E.
50 Punkte sind eingepreist.
Denke mit 2:1 Wahrscheilichkeit an Konsolidierung

viel Glück

[gooodi]

@ alle,

diese optionsscheindiskussion sollte lieber auf den momentumthread verlegt werden, dort passen sie besser hin.
"fakten und gerüchte" stellt eher eine artikelsammlung dar
oder eignet sich zum diskutieren über themen, welche längerfristig von belang sind. :-)

mfg.goodi

[Eboerse]

Wednesday January 31, 12:16 pm Eastern Time

TheStandard.com

Singapore Tel to Open Sesami
By Joanne Lee-Young


HONG KONG - After losing last year`s takeover battle for Hong Kong`s dominant telephone company to Richard Li`s Pacific Century CyberWorks, Singapore Telecommunications is back in town. This time to merge its b-to-b arm with a consortium of players that includes most of Hong Kong`s biggest business names with one major exception: Li`s famous tycoon father, Li Ka-Shing.

Lee Hsien Yang, the president and chief executive of Singapore Telecommunications, was in Hong Kong on Wednesday to formally announce the merger of ST`s majority-owned Sesami.com with Hong Kong`s star-studded b-to-b company, Asia2B.com. Asia2B.com`s shareholders include established conglomerates such as Jardine Matheson, Swire Group and the technology businesses of local property heavyweights such as Sun Hung Kai Properties and Wharf (Holdings). Other backers include the venture capital firm WI Harper Group and the software provider Commerce One. Beijing Enterprises, a company with extensive business and government ties in China, is also a shareholder.

Size does matter, said Lee of the new company`s girth and geographical reach. Knitting together a who`s who from two cities that have long been business rivals, the company expects that some 1,300 trading companies across industries ranging from chemicals to telecommunications to health care to transportation will use it to develop online procurement and other services.

Each side will take a 50 percent stake in the new company, which will be called Sesami.

With a combined staff of 120 people based in Beijing, Hong Kong, Bombay and Singapore, the company said it will have a total asset value of $72 million and a monthly online trading value that will reach $320 million. The online union should go smoothly since both companies have already been using Commerce One software, but the logistics of coordinating with such far-flung partners could prove a headache, analysts agreed. For example, the company has not designated a headquarter base, and one executive involved in the newly formed company said that for now, board meetings would be held alternately in Hong Kong and Singapore.

When Asia2B.com was formed it was seen as a defensive move by other companies in Hong Kong against the move by Ka-Shing`s already overbearing empire into new-economy businesses. But the company now says that it has always extended an invitation to all players in Hong Kong.

And Lee played down suggestions that Singapore Telecommunications is, in fact, teaming up with Li`s rivals in Hong Kong to compete against him on his own turf: "We are committed to open, neutral hubs that are not controlled by any one company. We see so reason to wish ill will on parties who do not participate in this venture," he said.

Commerce One Storms Into Asia
Hong Kong`s Boy Wonder

[DimStar]

Ich habe hier letztens gelesen, daß Commerce One und SAP ein SCM-Produkt auf den Markt für direkte Güter bringen wollen. Da kommt bestimmt noch vieles, aber sie haben m.E. schon seit dem Herbst etwas. Die Enterprise Buyer Professional Edition ist dafür das maßgebliche Produkt.

Aus der Beschreibung:

Advanced Tools for Professional
Purchasers
Enterprise Buyer Professional Edition™s
seamless integration with components
such as SAP Advanced Planner and
Optimizer TM (SAP APO), SAP Busi-
ness Information Warehouse (SAP
BW) and back-end execution systems
supports end-to-end procurement of
direct materials in areas such as the
following:
- Strategic Sourcing: Companies
can create electronic tendering
scenarios in which they post bid
invitations for their established
suppliers or the e-marketplace
community at large. The solution
also supports reverse auctions in
which the buyer posts a request for
an item or service and interested
suppliers vie to provide the lowest
price.
- Component Planning: Enterprise
Buyer can tightly integrate with
a company™s Plant Maintenance
system to handle purchases
for scheduled maintenance or
emergency repairs on production
equipment.
- Content Management: Users can
import product information direct-
ly from marketplaces and other
external sources into a master
catalog where it can be stored
and transferred to the company™s
purchasing catalog as needed.
- Strategic Analysis: Enterprise Buyer
Professional employs SAP BW to
help managers analyze purchasing
activities and processes such as
which materials are purchased
most often, how many suppliers
can provide a particular item and
which suppliers are most reliable or
attractive for various requirements.
- Collaborative Engineering: By
integrating Enterprise Buyer
Professional with the Product
Lifecycle Management solution,
companies can use the Internet
to exchange product engineering
and development information
among all internal and external
participants in a given project.
- Production Planning: Enterprise
Buyer Professional can auto-
matically generate purchase
orders resulting from SAP APO
production planning runs.

http://www.sapmarkets.com/images/Ent%20Buyer%20Pro.pdf

Hervorzuheben sind hier besonders die Tools Advanced Planning Optimization, Strategic Sourcing (Analysis) + Collaborative Engineering, alles von SAP. Damit können sie für diesen Bereich schon einen Großteil abdecken und teilen sich die Erlöse 50/50. Weitere Funktionalitäten haben m.W. nach nur i2 und kleinere spezialisierte Firmen, denen an anderen Stellen wichtige Dinge fehlen.

[meridian.de]

Hab ich so in einem anderen Board gefunden. Wird uns zwar heute nix nützen aber.............

Aktuelle B2B-Studie: 2004 $2.7 Billionen Umsatz

Das Marktforschungsunternehmen eMarketer berichtet in einer neuen Studie, dass der Weltweite Umsatz im B2B-Segment eine Summe von 2004 $2.7 Billionen erreichen wird. Ende 2000 wurde eine Summe in Höhe von $226 Mrd. berichtet.

Steve Butler bei eMarketer gibt bekannt, dass man mit den Schätzungen gegenüber anderen Marktforschungs-Unternehmen konservativ verbleibe, doch basieren die neuen Schätzungen darauf, das die traditionellen Unternehmen verstärkt in den B2B-Sektor im Jahr 2003 und 2004 einsteigen werden. Weitere Studienergebnisse:

57% der CEOs weltweit sind der Überzeugung, dass das Internet ihr Geschäft verändert habe. Dies besagt eine Studie von AT Kearney

Laut Merrill Lynch hatten nur 8-10% der global 5000 größten Unternehmen Ende 2000 B2B-Mechanismen in ihre Unternehmen implementiert.

74% der großen Unternehmen, welche von Morgan Stanley untersucht wurde, planen, die IT-Ausgaben für 2001 trotz der Verlangsamung des Wirtschaftswachstums beizubehalten

Primär wollen die meisten Unternehmen B2B-Technologien nutzen, um die Beziehungen zu den Kunden zu verstärken, so eMarketer. Das elektronische Bezugsketten-Management und die Verbesserung der Beziehung zu den Lieferern stehen ebenfalls auf der Prioritätenliste der Unternehmen.

[DimStar]

Hier ein kleiner Ausschnitt aus einer neuen Studie von Stephens Inc. zum Markt für Supply-Chain-Analytics/Decision Support-Software. Es werden B2B-Player aufgeführt, die in dem Markt eine Rolle spielen könnten und welche nicht. Das ist wiederum auch nur ein Untersegment in dem ganzen Zusammenhang.

...

Figure 3 – Public Companies – Chances of Winning at Strategic Sourcing
Potential Winners Comments

i2 Technologies Has the best chance, but not focused on purchasing department needs. Has product content
and a product targeted at purchasing.

Manugistics Savvy, but focused on demand planning and turning company around. Will probably need
to acquire to get in the business.

Ariba The SupplierMarket acquisition was a start, but the acquisition price (too high!).
Partnership with Rapt shows some vision. Needs analytical applications.

Commerce One Has plenty of money and recognizes that strategic sourcing is important. Business model
is focused on building “networks.”

Synquest Has vision. Needs “pre-order” supplier selection applications to complement existing
products.

FreeMarkets Understands the business. Will need to acquire or develop analytical tools and put them on
buyers’ desktops.

Agile Software Understands strategic sourcing. Well-positioned with Agile Buyer product. Needs to
acquire/develop analytics.

Faces Significant
Challenges Comments
Elcom.com, e-Plus,
Ventro, Sciquest,
Worldbid.com,
pcOrder.om,
Partsbase, SAP,
VerticalNet
These companies either have e-procurement applications focused on automating the
indirect materials acquisition process or own an exchange. These applications are not
suitable for strategic sourcing. Exchange owners have no decision-support capabilities but
merely represent an online meeting place for buyers and sellers.

[Eboerse]

Und nächsten Monat kommt die neue Software auf den Markt.
Marketset mit SCM Unterstützung,
Dim Star was hällst Du davon?


http://www.zdnet.com/eweek/stories/general/0,11011,2681703,0…
It`s a changed landscape for Ariba, Commerce One

By John S. McCright, eWEEK
February 2, 2001 2:24 PM ET


Net marketplace providers Ariba Inc. and Commerce One Inc. are girding for what most observers agree will be a year in which the luster of big public exchanges is tarnished as large companies look instead to implement private exchanges.

These private exchanges are essentially automated supply chains that use the marketplace platform to provide a common data store and language for integrating applications of both the buyer (the owner of the private exchange) and sellers or suppliers.

Commerce One, of Pleasanton, Calif., has already been working to take advantage of this shift through the relationship it formed last fall with SAP Markets, a division of enterprise applications developer SAP AG. Next month the two partners will release version 2.0 of their two jointly developed products -- the MarketSet collaborative supply chain software and Enterprise Buyer software, which is used for e-procurement of direct and indirect goods.

The MarketSet upgrade will include new product life-cycle management capabilities, particularly around sharing design process documents between manufacturers and their suppliers, according to Lane Kato, director of solution strategies at Commerce One.

The Enterprise Buyer Professional edition upgrade will include enhanced direct materials procurement support, with better integration into back-end financials software, he said. The Enterprise Buyer Desktop edition will get a common look and feel with the Professional version.

Kato sees these enhancements as part of a trend toward providing software to manage business processes of a buyer and its suppliers in a private marketplace similarly to the way ERP software manages business processes within a single large enterprise.

"Our marketplace is a platform and tool set for managing processes; in the past, there was no common tool set" across the supply chain, Kato said.

Also as part of its effort to offer suppliers of all sorts easier access to the e-marketplaces created with its software, Commerce One earlier this week announced that eTrango would peddle its sell-side transaction software through the Commerce One.net Affiliate Program. eTrango`s software enables suppliers to engage in e-procurement processes such as Requests for Quotation and auctions.

A big bet on Agile

For its part, Ariba too is looking to expand the ability of large companies that use its exchange platform to manage their supply chains. The company this week bought Agile Software for $2.5 billion. This move was widely hailed since Ariba, of Mountain View, Calif., was short on supply chain technology, and that`s exactly what Agile offers, though not a terribly broad suite.

The Agile Buyer software gives Ariba a tool for direct goods e-procurement. Ariba`s strength has been in the procurement of indirect goods.

"I`d summarize [the reasoning behind the Agile purchase] with one word -- expansion," said Ariba CEO Keith Krach. "Expansion of our market opportunity when you bring together B2B commerce and B2B collaboration and expansion of our product line and product footprint."

Ariba had already been forming other partnerships to boost its ability to get more suppliers involved with its Ariba Commerce Network and to more easily integrate with Ariba`s trading platform software.

Specifically, Ariba last week announced its Supplier Hub Program, in which it teamed with seven supplier-enablement vendors to provide Web-based, hosted software that gets suppliers involved with users of Ariba`s buy-side software. The initial seven partners in the program include "aggregators" and "enablers."

Aggregators are hubs that bring together suppliers in particular vertical markets. They include AeroV in aerospace, Impresse for media and marketing, Promost for promotional goods and Viacore for electronic components. Enablers provide integration to a broader range of suppliers and include Microsoft Corp.`s bCentral, MartQuest and Trigo.

Don`t forget the Alliance

Ariba, of course, had some access to supply chain software through the three-way partnership with i2 Technologies Inc. and IBM, which is known as the Alliance. But that arrangement was already nearing the point where it offered little if anything more than Ariba`s other partnerships.

While acknowledging that the market has changed and the Alliance has become simply a series of two-way partnerships, Ariba officials said there was no overlap between what Agile brings to the company and what i2 could.

Officials at i2, which introduced its Supplier Relationship Management platform last month, don`t quite see it that way.

"We look at what Ariba announced as their trying to get a toehold in the market we are already in," said Janet Eden-Harris, vice president of marketing and strategic initiatives at i2. "There is no question that there is going to be more competition" between Ariba and i2.

And Ariba may not be done with its efforts to make integration of enterprise processes onto the Ariba platform easier. Craig Conway, CEO of ERP and supply chain software developer PeopleSoft Inc., said he is looking to make a deal to resell Ariba software to PeopleSoft customers.

PeopleSoft, also of Pleasanton, already resells Commerce One software. A deal with Ariba would give PeopleSoft users another option for building a private marketplace, Conway said.

"Hopefully that will be in the not-too-distant future," Conway said.

"I think it is unrealistic to got to a Fortune 1000 company and say you are going to do your online procurement with us and only us," he added.

[Eboerse]

Marketset und Enterprise Buyer Professional edition mit Supply Chain Management.
Das ist eine sehr gute News.
Ich dachte mir das da was in der Entwicklung ist,vom Zeitpunkt her genau richtig in 2001.
Mal schauen was da noch alles in diesem Jahr kommt.
Dim Star wie schätzt Du denn die Software ein?

Grüsse

[DimStar]

als wenn der kleine DimStar die für März angekündigte neue software schon jahrelang nutzt ...
nein, mal im ernst: das können nur die absoluten experten und industrieanalysten beurteilen. Und die kommen dann wohl erst im Verlauf diesen Jahres zu verwertbaren Aussagen, wenn die Kunden sich ein Bild gemacht haben. zumindest denke ich, daß die gemeinsamen Entwicklungsteams hart arbeiten (2 neue Versionen innerhalb eines halben Jahres), daß die angestrebten Lösungen in die richtige Richtung gehen (Version 1.0) und SAP an sich immer für sehr robuste und gründlich erstellte Produkte bekannt war. Das wichtigste Produkt ist die Enterprise Buyer Professional Edition - aus dem Artikel geht dazu noch nicht viel hervor. also: schauen wir mal.

[Trademen]

In der Januarausgabe der Sapinfo.net Zeitschrift (Für Anwender und Entwickler von SAP-Software) ist ein zweiseitiger Artikel von Mark B. Hoffmann drin über die Zusammenarbeit mit SAP und den Zukunftsaussichten. Hoffmann stellt seine Vision vor und hat erkannt, dass die künftigen Prozesse mehr am Kunden orientiert sein müssen, also komplett an der gesamten Wertschöpfungskette.

Auffalend in dieser Ausgabe ist das fast ausschliesslich behandelte Thema Supply Chain Management. Es hat den Anschein als wolle SAP massiv in diesem Bereich expandieren.

SAP bezeichnet dies als ein vier Säulen Konzept :
- Schnelligkeit
- Transparenz
- Virtuelle Logistikkette
- Wertschöpfung

Es wird von Claus Heinrich (Vorstandsmitglied) nochmals auf die entscheidende Bedeutung von Elektronischen Marktplätzen hingewiesen in Verbindung mit SCM Systemen

Leider kann ich Euch nicht alles wiedergeben, aber es ist äusserst interessant wie sich SAP mit diesem Thema beschäftgt.

[Eboerse]

Hi Trademen
Wo kann ich denn diese Zeitschrift bekommen,das würde mich interessieren?
SCM ist ein sehr komplexes Thema und ich muß sagen,das ich große Schwierigkeiten habe die einzelnen Komponenten zu unterscheiden.
Die Übergänge sind völlig fließend und im endeffekt beinhaltet auch schon die simple eprocurement Software Teile des SCM.
Ich versuche mich schon seit einiger Zeit darin einzulesen aber ich kann es im einzelnen nicht auf Firmen wie I2,Manughistics,Chrysler,Edeka,Ericson(als Nutzer dessen) u.s.w übertragen und die Software im einzelnen einschätzen,was ich aber gerne können wollte.
Pay to order,Finanzabwicklung für Zulieferer und Lieferer,Wareneingang,Produktion,Hochregallager,Warenausgang,Transport,Prozess und Produktionsoptimierung,Recycling um nur ein paar Komponenten zu nennen.
Selbst katalogiesieren und damit das Adressieren von Lieferanten und Zulieferern,das Content Management fällt schon darunter.
Ein SCM deckt die ganze Wertschöpfungskette einer Unternehmung ab,die komplette betriebliche Organisation.
Ehrlich gesagt könnte ich SCM nicht in ein paar Worten deffinieren.
Aber das ist eine sehr große Sache und deshalb denke wird dieser Bereich noch über etliche Jahre Ausbau und Entwicklungsfähig bleiben.
Schicke mir doch mal bitte eine Mail oder eine Antwort bez. der Zeitschrift.
Vielen Dank,
Grüsse

[Eboerse]

Ps: Ich meine natürlich,Einkäufer und Zulieferer.

[kleftiko]

hi eboerse

probiers mal unter:

http://www.sapinfo.net/frameset.php3?LANG=DE&HAUPTINTERESSE=…

recht kannst die zeitung bestellen, oder einfach online lesen.

gruß kleftiko

[Eboerse]

Vielen Dank Kleftiko,
Grüsse

[kleftiko]

hier der besagte artikel:

Mark B. Hoffman, Vorstandsvorsitzender und CEO von Commerce One, über virtuelle Marktplätze




Bereit für die zweite Welle

(12.01.2001) Commerce One verfolgt ein ehrgeiziges Ziel: die Geschäftsabwicklung zwischen Unternehmen in der ganzen Welt ins Internet zu verlagern. CEO Mark Hoffman erklärt, wie die Kooperation mit SAPMarkets das Unternehmen dabei unterstützt.


sapinfo: Welche Vorteile erwartet Commerce One von der Zusammenarbeit mit SAPMarkets im Bereich der elektronischen Marktplätze?
Hoffman: Die Zusammenarbeit mit SAPMarkets ist sehr spannend für uns, da wir gemeinsam die umfassendste und stabilste E-Commerce-Lösung auf dem Markt anbieten können. Elektronische Marktplätze werden immer komplexer. Die Kunden erkennen, dass die Überlebensfähigkeit eines Marktplatzes auf lange Sicht davon abhängt, ob sich darauf ein globales Supply Chain Management abwickeln lässt. Im Anfangsstadium der virtuellen Marktplätze im Business-to-Business-Bereich sah man ihren Wert für das Unternehmen eher in der Reduzierung der Beschaffungskosten. Jetzt wird langsam deutlich, dass E-Marktplätze mehr können müssen als nur einfache Transaktionen zu verarbeiten.
Wir konzentrieren uns heute darauf, die direkte und indirekte Beschaffung zu unterstützen und außerdem Mehrwertdienste anzubieten, die die Effizienz von Online-Geschäften im Bereich der Logistik und der Zahlungsabwicklung steigern. Käufer wollen Waren und Dienstleistungen auf einfache Weise finden und kaufen. Anbieter wollen ihre Präsenz gegenüber den Käufern stärken, um sich von anderen abzuheben. Beide Parteien wollen ihre Geschäfte so einfach wie möglich abwickeln und die Vorteile nutzen, die die digitale Wirtschaft zu bieten hat. All das erfordert eine robuste Infrastruktur und ein umfangreiches Angebot an Dienstleistungen. Genau darum geht es bei unserer Partnerschaft mit SAPMarkets. Wir schaffen die Voraussetzungen für die zweite Welle der virtuellen Marktplätze.


sapinfo:Commerce One und SAPMarkets haben bereits Verträge über die Lieferung von Lösungen an Konsortien in den Branchen Bergbau und Metallverarbeitung, Maschinen- und Anlagenbau sowie in der Versorgungswirtschaft abgeschlossen. Was war der Schlüssel zu diesem Erfolg?
Hoffman: Bei uns ist man einfach an der richtigen Adresse, wenn es um die direkte Beschaffung, logistische Prozesse und Stücklisten geht.

sapinfo:Welche anderen Branchen werden Ihrer Meinung nach in nächster Zukunft virtuelle Marktplätze aufbauen?
Hoffman: Alle. Wir verzeichnen beispielsweise ein enormes Wachstum in Branchen, die fertigungsintensiv sind, die zentrale Infrastrukturlösungen oder wichtige Dienstleistungen anbieten. Die Automobilindustrie sowie die Branchen Luft- und Raumfahrt, Petrochemie und High-Tech richten fertigungsorientierte Marktplätze ein. British Telecom, Deutsche Telekom und Versorgungsunternehmen sind Firmen, die zentrale Infrastrukturlösungen anbieten und große elektronische Marktplätze aufbauen. Toronto Dominion Bank, Citibank und andere Finanzdienstleister richten E-Marktplätze ein. Auch wenn man die Bereiche Gesundheit, Reisen und Freizeit, Bildung, Unterhaltung und andere Branchen unter die Lupe nimmt: Die wirtschaftlichen Grundsätze für Business-to-Business-Marktplätze gelten für alle, die große Warenmengen direkt oder indirekt beschaffen. Deshalb prognostizieren die Analysten ein solch starkes Wachstum.

sapinfo:Welche Strategien werden Commerce One und SAPMarkets einschlagen müssen, um den Vorsprung vor den Mitbewerbern zu halten? In welchen Bereichen erwarten Sie einen besonderen Erfolg der Produkte MarketSet und Enterprise Buyer?
Hoffman: Unsere beste Strategie besteht darin, uns weiterhin auf unsere Vision zu konzentrieren, den Kunden zuzuhören und innovativ zu bleiben. Durch den engen Kontakt mit unseren Kunden sind wir der Konkurrenz einen Schritt voraus und können genau das liefern, was die Unternehmen benötigen: die richtigen Anwendungen, um ihre Geschäfte ins Internet zu verlagern. MarketSet und Enterprise Buyer sind Schlüsselbeispiele für diese Philosophie. Von unseren Kunden wissen wir, dass die Zukunft der virtuellen Marktplätze in der internetgestützten Abwicklung der logistischen Kette liegt. Unsere Kooperation mit SAPMarkets ist ein direktes Ergebnis dieser Zusammenarbeit mit Kunden, und wir suchen weiterhin nach neuen Möglichkeiten der Zusammenarbeit - nicht nur, um den Anforderungen der Kunden gerecht zu werden, sondern auch, um unsere Vision für die Zukunft des E-Commerce umzusetzen.

sapinfo:Wann werden Sie zusätzliche Services im Rahmen von MarketSet liefern können, etwa in den Bereichen Logistik, Zahlungsabwicklung, Steuern, Import und Export?
Hoffman: Auf der Konferenz "eLink" im vergangenen September in Las Vegas haben wir mehr als 40 Business-Service-Partner bekannt gegeben, die bei Dienstleistungen in den Bereichen Beschaffung, Auktionen, Planung, Finanzdienste und Analyse führend sind. Wir haben diese Services zusammengefasst und bieten sie jetzt über Commerce One.net an.

sapinfo:Welche Idee steht hinter dem Global Trading Web, und welche Vorteile sehen Sie für Mitglieder?Hoffman: Mit dem Global Trading Web soll erreicht werden, dass jedes Unternehmen mit jedem anderen Unternehmen jederzeit und überall Geschäfte machen kann - eine entscheidende Voraussetzung dafür, den globalen Handel zwischen Unternehmen tatsächlich in das Internet zu verlagern. Das Global Trading Web ist derzeit die weltweit größte Handelsgemeinschaft im Business-to-Business-Bereich. Es umfasst über 80 E-Marktplätze und 6.900 Handelspartner. Das ist zwar im Vergleich zu vor 20 Monaten eine sehr große Zahl, aber dennoch nur ein Bruchteil der Unternehmen weltweit.
Wenn Firmen ins Web gehen, profitieren sie von geringeren Kosten für die Geschäftsabwicklung, neuen Marktchancen, neuen potenziellen Kunden und mehr Transparenz in der Logistik - das bedeutet mehr Gewinn und einen höheren Umsatz; das Potenzial, die nächste Phase des Wirtschaftswachstums wirklich voranzubringen, ist also vorhanden. Käufer erhalten Zugang zu einer Welt voller Anbieter, Anbieter gewinnen eine stärkere Präsenz über E-Marktplätze hinweg und erweitern ihre potenziellen Käufergruppen.

[Trademen]

@Eboerse @kleftiko

Sorry, ich war unterwegs, hat sich ja nun erledigt, kannte zwar den Link hatte aber nicht geschaltet... na ja, man wird älter.

so long

[Gipfelstürmer]

Hallo Rolf,
danke für Deine Mühe mit OS 526453 und 526454 Onvistarechner
trotzdem bin ich so tief in der .... das ich das mit der Aktie alleine nicht mehr auffangen kann.Kann keine Verluste
mehr machen , sondern muß es aussitzen.
Bin bereits mit Gigabell badengegangen.

Alle schreiben immer wie toll CMRC ist, welche Entwicklung dahinter steht. Die Q-Zahlen waren super aber Sie geht noch nicht nach Norden.

Bitte eine erliche Meinung.

Haben wir eine realistische Chance bis Ende 9/2001 die
75 Dollar zu sehen.Denn da muß Sie hin um glattzustellen.

[Eboerse]

Danke Trademen,
das sind sehr gute Interviews und die Entwicklung zeigt ja auch,das Hoffman es schon früh erkannt hat.

Mark Hoffman, CEO von Commerce One:




"E-Marktplätze müssen mehr können als nur einfache Transaktionen zu verarbeiten"


Mark Hoffman
(23.10.2000) Mark Hoffman ist Vorstandsvorsitzender und CEO von Commerce One, einer der großen Firmen im Bereich der globalen E-Commerce-Unternehmenslösungen. Er bestimmt die allgemeine Richtung der Firma. Bevor Hoffman zu Commerce One kam, war er 1984 einer der Mitgründer von Sybase, Inc. Als Präsident, CEO und Vorstandsvorsitzender von Sybase begleitete Hoffman maßgeblich das dramatische Wachstum der Firma von einem Software-Startup zur Nummer zwei unter den Anbietern relationaler Datenbanksysteme und zum sechstgrößten unabhängigen Softwareunternehmen weltweit. Vor Sybase war Hoffman in leitenden Funktionen in der Fertigung bei Britton Lee und bei Amdahl Corporation tätig. Hoffman ist derzeit zudem Vorstandsvorsitzender von Intraware, Inc. und Direktor in mehreren anderen Unternehmensvorständen. Er studierte Maschinenbau an der US-Militärakademie in West Point und schloss an der University of Arizona mit dem MBA ab.


Was ist das Geheimnis des großen Erfolgs, den Commerce One in den vergangenen Jahren für sich verbuchen konnte?

Hoffmann: Wir sind zielorientiert. Niemand kann ohne eine klare Vision und Strategie zum weltweit führenden Anbieter für E-Commerce-Unternehmenslösungen avancieren. Wir konzentrieren unsere Anstrengungen auf unsere Kernkompetenzen und bauen sinnvolle Beziehungen auf, wie etwa bei der Partnerschaft mit SAPMarkets oder beim Erwerb von Appnet, um unseren Kunden komplette Best-of-Breed-Lösungen bieten zu können. Alles Streben bei Commerce One ist auf unser Hauptziel ausgerichtet: Den Handel zwischen Unternehmen weltweit ins Internet zu bringen. Ich denke, dass unser Erfolg auf einem klaren Verständnis der Anforderungen unserer Kunden und unserer Fähigkeit beruht, Lösungen zu liefern, die sich positiv auf deren Ergebnis auswirken. Wir sind zu harter Arbeit bereit, um die New Economy voran zu bringen - beispielsweise beteiligen wir uns daran, wichtige Industriestandards wie XML zu entwickeln oder das Global Trading Web aufzubauen.


Welchen Nutzen erwartet Commerce One von der Zusammenarbeit mit SAPMarkets im Bereich der Online-Marktplätze?

Hoffmann: Die Beziehung zu SAPMarkets ist sehr spannend für uns, da die beiden Firmen zusammen die vollständigste und robusteste E-Commerce-Lösung in der Branche anbieten können. E-Marktplätze werden allmählich anspruchsvoller. Die Kunden erkennen, dass die Überlebensfähigkeit eines Marktplatzes auf lange Sicht davon abhängt, ob sich darauf ein globales Supply Chain Management abwickeln lässt. Im Anfangsstadium der B2B-E-Marktplätze wurde deren Wert eher darin gesehen, Beschaffungskosten zu reduzieren. Jetzt wird langsam deutlich, dass E-Marktplätze mehr können müssen als nur einfache Transaktionen zu verarbeiten.
Wir konzentrieren uns heute darauf, die direkte und indirekte Beschaffung zu unterstützen und außerdem Mehrwertdienste anzubieten, die die Effizienz von Online-Geschäften im Bereich der Logistik und der Zahlungsabwicklung steigern. Käufer wollen Waren und Dienstleistungen auf einfache Weise finden und kaufen. Anbieter sind darauf aus, ihre Sichtbarkeit gegenüber den Käufern zu maximieren und sich von anderen abzuheben. Beide Parteien wollen ihre Geschäfte so einfach wie möglich abwickeln und erkennen die wirtschaftlichen Vorteile, die die digitale Wirtschaft zu bieten hat. All das erfordert eine robuste Infrastruktur und ein umfangreiches Angebot an Business Services. Darum geht es bei unserer Partnerschaft mit SAPMarkets. Wir schaffen die Voraussetzungen für die zweite Welle der E-Marktplätze.



Commerce One und SAPMarkets haben bereits Verträge über die Lieferung von Lösungen an Konsortien in den Branchen Bergbau und Metallverarbeitung, Anlagenbau und Maschinenbau sowie in der Versorgungsbranche abgeschlossen. Was war der Schlüssel zu diesem enormen Erfolg nach nur drei Monaten?

Hoffmann: Bei uns ist man an der richtigen Adresse, wenn es um Supply Chain und Stücklisten geht.


Welche anderen Branchen werden Ihrer Meinung nach in nächster Zukunft E-Marktplätze aufbauen?

Hoffmann: Alle. Wir verzeichnen beispielsweise ein enormes Wachstum in Branchen, die fertigungsintensiv sind, zentrale Infrastrukturlösungen oder wichtige Dienstleistungen anbieten. Die Branchen Automotive, Luftfahrt, Petrochemie und Hightech richten fertigungsgetriebene Marktplätze ein. British Telecom, Deutsche Telekom und Versorgungsunternehmen sind Unternehmen, die zentrale Infrastrukturlösungen anbieten und große E-Marktplätze aufbauen. Toronto Dominion Bank, Citibank und andere Finanzdienstleister richten E-Marktplätze ein. Auch wenn man die Bereiche Gesundheit, Reisen und Freizeit, Bildung, Unterhaltung und andere Branchen unter die Lupe nimmt: Die wirtschaftlichen Grundsätze für B2B-E-Marktplätze gelten für alle, die große Warenmengen direkt oder indirekt kaufen. Deshalb sind die Prognosen der Analysten so aggressiv.


Welche Strategien werden Commerce One und SAPMarkets einschlagen müssen, um einen Vorsprung vor den Mitbewerbern zu wahren? In welchen Bereichen erwarten Sie einen besonderen Erfolg der Produkte MarketSet und Enterprise Buyer?

Hoffman: Unsere beste Strategie besteht darin, uns weiterhin auf unsere Vision zu konzentrieren, den Kunden zuzuhören und innovativ zu bleiben. Durch den engen Kontakt mit unseren Kunden bleiben wir der Konkurrenz einen Schritt voraus. Und was noch wichtiger ist: Der enge Kontakt lenkt unser Augenmerk permanent darauf das zu liefern, was Unternehmen weltweit dazu benötigen, ihre Geschäfte ins Web zu verlagern. MarketSet und Enterprise Buyer sind Schlüsselbeispiele für diese Philosophie. Von unseren Kunden wissen wir, dass die Zukunft der E-Marktplätze im Supply Chain Management im Web liegt. Unsere beispiellose Beziehung zu SAPMarkets ist ein direktes Ergebnis dieser Zusammenarbeit mit Kunden, und wir suchen weiterhin nach neuen Möglichkeiten der Zusammenarbeit, um diesen Anforderungen und einer Vision für die Zukunft des E-Commerce gerecht zu werden.


Wann werden Sie zusätzliche MarketSet-Services liefern können, etwa in den Bereichen Logistik, Zahlungsabwicklung, Steuern, Import und Export?

Hoffmann: Auf der eLink, die vergangenen September in Las Vegas stattgefunden hat, haben wir mehr als 40 Business-Service-Partner bekannt gegeben, die bei Dienstleistungen in den Bereichen Beschaffung, Auktionen, Planung, Finanzdienste und Business Analysis führend sind. Wir haben diese Services zusammengefasst, bieten sie jetzt über Commerce One.net an und liefern unseren Kunden damit den Zugang zu hochwertigen Business Services.


Welche Idee liegt dem Global Trading Web zugrunde, und welche Vorteile sehen Sie für seine Mitglieder?

Hoffmann: Die zu Grunde liegende Prämisse für das Global Trading Web ist, jedes Unternehmen dazu in die Lage zu versetzen, mit jedem anderen Unternehmen jederzeit und überall Geschäfte zu betreiben; eine entscheidende Voraussetzung dafür, den globalen Handel zwischen Unternehmen tatsächlich in das Internet zu verlagern. Das Global Trading Web ist derzeit die weltweit größte B2B-Handelsgemeinschaft. Es umfasst über 80 E-Marktplätze und 6.900 Handelspartner. Das ist zwar im Vergleich zu vor 18 Monaten eine sehr große Zahl, aber dennoch nur ein Bruchteil der Unternehmen weltweit. Wenn Firmen ins Web gehen, profitieren sie von geringeren Kosten der Geschäftsabwicklung, neuen Marktchancen, neuen potenziellen Kunden und besserer Sichtbarkeit über ihre gesamte Logistikkette hinweg - das bedeutet mehr Gewinn und höheren Erlös, hat also das Potenzial, die nächste Phase des Wirtschaftswachstums wirklich voranzubringen. Käufer erhalten Zugang zu einer Welt, die voller Anbieter ist. Anbieter gewinnen mehr Sichtbarkeit über E-Marktplätze hinweg und erweitern ihre potenziellen Käufergruppen.


Welche Herausforderungen kommen Ihrer Ansicht nach in den nächsten fünf Jahren auf Commerce One zu?

Hoffmann: Die Umstellung auf das E-Business beschleunigt sich weiter. Wir fangen gerade erst damit an, die Auswirkungen zu erkennen. Bisher engagiert sich nur ein kleiner Teil der weltweit führenden Unternehmen voll im Web und wickelt dort seine Geschäfte ab. Wir müssen uns darauf konzentrieren, unseren Kunden zum Erfolg zu verhelfen - sie dabei zu unterstützen, den Handel über E-Marktplätze hinweg voranzutreiben und neue Technologien genauso schnell zu entwickeln, wie neue Herausforderungen und Chancen auftauchen. Wenn unsere Kunden erfolgreich sind, sind wir erfolgreich. So einfach ist das.


Welche langfristigen Trends werden die Informationstechnologie und das Internet-Geschäft in den nächsten Jahren prägen?

Hoffmann: Die Umstellung auf eine Wirtschaft, die auf E-Marktplätzen basiert, bedeutet eine enorme Veränderung der Art und Weise, wie Firmen ihre Geschäfte abwickeln und abwickeln werden. Zunächst ging es darum, einfache Transaktionen ins Web zu stellen. Dann kamen die Auktionen, und jetzt haben wir ein großes Angebot an Business Services zusammengestellt, von denen manche komplette Unternehmensanwendungen sind, in die Firmen früher Millionen Dollar investiert haben, um sie unternehmensintern betreiben zu können. Jetzt stehen sie auf Subskriptionsbasis über den E-Marktplatz zur Verfügung - ohne Einführung, ohne Mühe. Doch das ist erst der Anfang.
Eine neue Art von Supply Chain Management wird ermöglicht werden. Die Supply Chain wird zum Supply Web. Anstelle vieler linearer Verbindungen, bei denen jeder Anbieter nur das sieht, was er vom nächsten Glied in der Kette erhält, kann jetzt jede Firma, die an der Entwicklung und Lieferung des Produkts beteiligt ist, den gesamten Prozess sehen. Da die Anwendung auf dem E-Marktplatz "lebt", können ganze Branchen relevante Informationen gemeinsam nutzen. Darin liegt ein enormes Potenzial, das Wirtschaftswachstum voranzutreiben und unnötige Kosten bei allen Unternehmenstypen zu eliminieren - vom Fertigungs- bis zum Dienstleistungsunternehmen.



Wie lautet Ihr persönliches Motto?

Hoffmann: Der Kunde muss im Mittelpunkt stehen.

[Eboerse]

Ah,vom Maschinenbauer über MBA zum Technologie Software Koordinator Management,B2B.

Ein Maschinenbauer im Haus ist durch nichts zu ersetzten,das ist auch meine Devise!

Na dann man tau*

Jetzt wundert mich ja gar nichts mehr,Hoffman sieht wirklich wie ein Maschinenbau Techninker/Ingineur aus.
Na ist ja auch egal,
eboerse

[SteffenP]

Ariba aims to be full service player


By Carl Corry, CBS.MarketWatch.com
Last Update: 3:56 AM ET Feb 5, 2001



MOUNTAIN VIEW, Calif. (CBS.MW) - Ariba wants to be more things to more businesses.
The company, which sells software to help companies buy and sell products and services over the Internet, wants to add supply-chain management to its offerings.

It`s not like Ariba has much of a choice.

Analysts say the company has obvious holes in its business that need to be filled if it wants to compete with rivals such as Oracle (ORCL: news, msgs) , Commerce One (CMRC: news, msgs) , and I2 Technologies (ITWO: news, msgs) over the long haul.

Recognizing that its procurement services are only a piece of an overall B2B package, Ariba President Larry Mueller said the company is ready for the challenge of extending its footprint -- and it will happen largely through acquisitions.

"We`ve already identified the players that we want to bring on board," Mueller said.

The first step

On Jan. 29, Ariba took a major step toward its goal. The company said it would acquire Agile Software (AGIL: news, msgs) , whose flagship product, Agile Anywhere, manages new product introductions and the engineering and design changes that often occur after a product is introduced.

Analysts agree that the acquisition, which is expected to close in the third quarter, was a necessary strategic move for Ariba.

It was also an expensive one. The deal values Agile`s shares at $54 each, a 27 percent premium to the Jan. 26 close of $42.81. The purchase price represents about 25.5 times the consensus estimate of Agile`s calendar-year 2001 revenue.

The acquisition also creates some near-term technology and sales integration risks.

That, tied together with the high acquisition price and increasing competition, was enough to make UBS Warburg analyst Andrew Roskill downgrade the stock to a "buy" from a "strong buy."

But Legg Mason analyst Todd Weller balances those concerns with Ariba`s need to beef up its product line. "They needed to do it. They don`t have this functionality," he said. And in the fast-evolving B2B world, "the whole business could fall apart in three to four quarters" if the company does not move to keep up with the times.

"What`s going on is the convergence of procurement and supply chain management," Weller said, adding the first signs of this trend were seen with Commerce One`s partnership with German software giant SAP (SAP: news, msgs) begun in June.

The harsh ride down



Still, the integration risks, combined with a slower growth forecast, have hampered Ariba`s already beaten-down stock.

Shares have dropped 36 percent year-to-date and 81 percent from their September high of $183.31. The stock closed at $34.13 on Friday.

Mueller said Ariba is of course concerned about acquiring companies at the right price, but that it also weighs a firm`s cultural similarities and its ability to form clear synergies with Ariba.

With Agile being the company`s largest acquisition to date, Weller says Ariba will likely go through "a digestion period" before it makes any other major plays.

Let the M&A war begin!

But that doesn`t mean its competitors will keep at bay.

Following Ariba`s acquisition of Agile and Microsoft`s (MSFT: news, msgs) buy of Great Plains Software last year, "We suspect that a number of other players in the space are now being reconsidered by both strategic acquirers and investors," said Richard T. Williams, an analyst at Jefferies and Co.

Williams said Aspen Technology (AZPN: news, msgs) , HNC Software (HNCS: news, msgs) , Retek (RTK: news, msgs) , BroadVision (BVSN: news, msgs) , Manugistics Group (MANU: news, msgs) and Logility fall into this category.

He added that Commerce One/SAP, I2, IBM, Oracle, PricewaterhouseCoopers and Accenture also would probably be forced to react to the latest combinations in the sector.

"This all ties together with our longer term view of the space," Williams said. He said customers are going to demand "an idiot proof" plug and play business-to-business solution, especially smaller firms that don`t have in-house IT departments.

I2 alliance

The Agile acquisition is also putting heat on Ariba`s alliance with I2 Technologies, formed last year in conjunction with IBM (IBM: news, msgs) to go after large industry marketplaces.

Under the alliance, Ariba integrates its procurement solution with I2`s supply chain planning and order management specialties, while IBM provides hardware and consulting services.

After snatching up several impressive deals with public marketplaces WWRE, Transora, and e2open, the alliance has cooled over the past several quarters, with the companies even trading subtle potshots at each other in recent earnings conference calls.

"Although not a direct competitor to I2, Agile is a strong niche player in supply chain and the poster child for collaborative manufacturing," said Jon Ekoniak of US Bancorp Piper Jaffray in the Feb. 2 issue of his weekly newsletter, "B2B Analyst."

"As a result, Ariba now has much greater credibility in supply chain collaboration, hence the ostensible coming off of the gloves and the shift from cooperation to competition between these pillars of the alliance."

Ekoniak adds: "Just weeks short of its one-year anniversary, the monolithic alliance of IBM-i2-Ariba appears to have effectively run its course."

Good thing, too, notes Eric Upin, an analyst at Robertson Stephens. He said in the end, "customers in general don`t want to deal with many players. If you can sell a very wide footprint, you can make things a lot easier."

[stmk-guru1]

Bitte helft mir bei diesem Artikel weiter. Bei mir funktioniert kein Übersetzungsprogramm.
Danke für Eure Hilfe

[Mc.Money]

@stmk-guru1
Die Übersetzung ist zwar nicht die beste (könnte glatt von mir sein)aber man versteht mehr als vorher.




BERG-SICHT, Calif. (CBS.MW )-Ariba wollen mehr Sachen zu mehr Unternehmen sein.
Die Gesellschaft, die Software verkauft, um Gesellschaften zu helfen, kauft und verkauft Produkte und Dienste über dem Internet, will Versorgung-Kette-Management zu hinzufügen sein
Angebote.

It`s hat viel einer Wahl nicht wie Ariba.

Analytiker sagen, daß die Gesellschaft offensichtliche Löcher in seinem Unternehmen hat, das gefüllt werden muß, ob es mit Rivalen wie Orakel konkurrieren will, (ORCL: Nachrichten, msgs),
Handel Eine (CMRC: Nachrichten, msgs), und I2 Technologies (ITWO: Nachrichten, msgs) über der langen Strecke.

Erkennend daß seine Besorgung-Dienste nur ein Stück eines gesamten B2B Paketes sind, sagte Ariba Präsident Larry Mueller, daß die Gesellschaft für bereit ist, je
Herausforderung vom Ausstrecken seines Fußabdruckes-- und es wird weitgehend durch Anschaffungen passieren.

" We`ve identifizierte die Spieler, die wir an Bord bringen wollen, schon, " Mueller sagte.

Der erste Schritt

Am 29. Jan. machte Ariba einen bedeutenden Schritt zu seinem Ziel. Die Gesellschaft sagte, es würde Wendige Software erwerben (AGIL: Nachrichten, msgs), wessen Flaggschiff-Produkt, Wendig,
Irgendwo, leitet neue Produkt-Einführungen und das Ingenieurwesen und die Design-Änderungen oft das, kommt vor, nachdem ein Produkt eingeführt worden ist.

Analytiker stimmen überein, daß die Anschaffung, die erwartet wird, das dritte Viertel zu umgeben, ein notwendiger strategischer Umzug für Ariba war.

Es war auch ein teures. Der Deal schätzt Agile`s Anteile um $54 jedes, eine 27 prozentige Prämie zum Jan. 26 Ende von $42.81. Der Ankaufspreis
stellt ungefähr 25 dar.5 Male die Übereinstimmung-Schätzung von Agile`s Kalender-Jahr 2001 Einnahmen.

Die Anschaffung schafft auch irgendeinen nah-Begriff Technologie und Verkäufe-Integration-Risikos.

, Daß, band zusammen mit dem hohen Anschaffung-Preis und das Erhöhen von Konkurrenz, genügte, um UBS Warburg zu machen, Analytiker Andrew Roskill, degradieren Sie je
versehen Sie zu einem " Kauf " von einem " starken Kauf."

Aber Legg Mason Analytiker Todd Weller Gleichgewichte jene Probleme mit Ariba`s brauchen zu Rindfleisch auf seinem Sortiment. " Sie mußten es machen. Sie don`t haben dieses
Funktionalität, " er sagte. Und in der sich schnell-entwickelnden B2B Welt konnte " das ganze Unternehmen auseinander in drei bis vier Quartieren " fallen, wenn sich die Gesellschaft nicht zu bewegt,
halten Sie Schritt mit den Zeiten.

" What`s, der weitergeht, ist die Konvergenz von Besorgung und Versorgung-Kette-Management, " Weller sagte und fügte die ersten Vorzeichen dieses Trends hinzu, wurde mit gesehen
Handel One`s Partnerschaft mit deutscher Software riesiger SAFT (SAFT: Nachrichten, msgs) angefangen in Juni.

Die barsche Fahrt entlang



Noch riskiert die Integration, verband sich mit einer langsameren Wuchs-Prognose, hat Ariba`s schon schlagen-deprimierter Vorrat gehemmt.

Anteile sind um 36 prozentige Jahr-zu-Dattel und 81 Prozent von ihrem September hoch von $183 gefallen.31. Der Vorrat schloß um $34.13 am Freitag.

Mueller sagte, daß sich Ariba natürlich über dem Erwerben von Gesellschaften beim richtigen Preis sorgt, aber daß es auch einen firm`s kulturelle Ähnlichkeiten und seine Fähigkeit zu wiegt,
Form netto synergies mit Ariba.

Mit Wendigem Sein der company`s größte Anschaffung zu datieren, Weller sagt, daß Ariba wahrscheinlich eine Verdauung-Periode " durchmachen wird, bevor es irgendwelche anderen Major-Spiele macht.

Mietfrist der M&A Krieg Beginn!

Aber diese doesn`t bedeuten, daß seine Mitbewerber in Schach bleiben werden.

Folgende Ariba`s Anschaffung von Wendig und Microsoft`s (MSFT: Nachrichten, msgs) Kauf Großer Prärien-Software letztes Jahr verdächtigen " Wir, daß eine Zahl von ander
Spieler im Raum werden jetzt von sowohl strategischen Erwerbern als auch Investoren überdacht, sagte " Richard T. Williams, ein Analytiker bei Jefferies und HG,

Williams sagte Espe-Technologie (AZPN: Nachrichten, msgs), HNC Software (HNCS: Nachrichten, msgs), Retek (RTK: Nachrichten, msgs), BroadVision (BVSN: Nachrichten, msgs)
, Manugistics Group (MANU: Nachrichten, msgs) und Logility fallen in dieser Art.

Er fügte auch diesen Handel hinzu, den One/SAP, I2, IBM, Orakel, PricewaterhouseCoopers und Accenture wahrscheinlich gezwungen werden würden, zum spätestesten zu reagieren,
Kombinationen im Sektor.

" Dieses alle Bande zusammen mit unserem längeren Begriff Sicht des Raumes, " Williams sagte. Er sagte, daß Kunden " einen Idioten fester " Stecker und Spiel fordern werden,
Unternehmen-zu-Angelegenheit-Lösung, besonders kleinere Firmen, die don`t ES Abteilungen innerbetrieblich haben.

I2 Bündnis

Die Wendige Anschaffung setzt auch Hitze auf Ariba`s Bündnis mit I2 Technologies, bildete sich letztes Jahr in Verbindung mit IBM (IBM: Nachrichten, msgs) danach zu gehen
große Industrie-Marktplätze.

Unter dem Bündnis integriert Ariba seine Besorgung-Lösung mit I2`s Versorgung Kette Planung und Reihenfolge Management-Spezialitäten, während IBM Hardware bereitstellt,
und das Konsultieren von Diensten.

Nach dem Greifen auf mehreren beeindruckenden Deals mit öffentlichen Marktplätzen WWRE, Transora, und e2open hat sich das Bündnis über den vergangenen mehreren Quartieren abgekühlt,
mit den Gesellschaften sogar Verkehr feiner potshots bei einander in letzten Einkommen-Telefonkonferenzen.

" Obwohl nicht ein direkter Mitbewerber zu I2, Wendig ist ein starker Nische-Spieler in Versorgung-Kette und dem Plakat-Kind für collaborative-Erzeugung, sagte " Jon Ekoniak von
AMERIKANISCHER Bancorp Pfeifer Jaffray im Feb. 2 Frage seines wöchentlichen Informationsbrief, " B2B Analyst."

" Als ein Ergebnis hat Ariba viel größere Glaubwürdigkeit jetzt in Versorgung-Kette-Zusammenarbeit, also das angebliche Kommen von von den Handschuhen und der Änderung von
Zusammenarbeit zu Konkurrenz zwischen diesen Pfeilern des Bündnisses."

Ekoniak fügt hinzu: " Nur Wochen Kurzschluß seines einjährigen Jahrestages, das monolithische Bündnis von IBM-i2-Ariba scheint, seinen Kurs wirksam gestartet zu sein."

Gute Sache bemerkt Eric Upin, ein Analytiker bei Robertson Stephens, auch. Er sagte am Ende, " Kunden im allgemeinen wollen don`t mit vielen Spielern verhandeln. Wenn Sie
können Sie einen sehr breiten Fußabdruck verkaufen, Sie können Sachen viel leichter machen."

[okujawa]

Diese Übersetzung ist Spitze...habe selten so gelacht.
Gruß
OK

[SteffenP]

Sunday February 4, 10:06 pm Eastern Time
Press Release
SOURCE: PurchasePro, Inc.
PurchasePro Responds to Misleading Barron`s Article
LAS VEGAS, Feb. 4, 2001 (PRIMEZONE) -- PurchasePro (Nasdaq:PPRO - news) today said that an article published in Barron`s February 5, 2001 edition that discussed the company was riddled with inaccuracies and innuendo.

The company said that although it is reluctant to give credence to the article with a response, it feels that its shareholders and analysts should be assured that statements made in the article are without factual basis.

The company said, ``Barron`s continues to publish inaccurate, unverified information about PurchasePro. These references began almost a year ago when the publication stated that the company would be out of cash in three quarters. PurchasePro, at the end of the most recent third quarter, had in excess of a hundred million dollars in cash and cash equivalents.``

Charles E. Johnson Jr., chairman and chief executive officer of PurchasePro, pointed out that the article is ``rife with inaccuracies.`` According to Johnson, ``Writing an article of this magnitude without confirming the facts with the company violates a basic tenet of reporting. Had the author simply called company representatives, identified herself, and asked to check facts, she might have had the opportunity to write a fresh, credible and powerful story about a company that holds a significant leadership position in e-commerce. We were eager for an interview with Barron`s, but wanted to wait until after our fourth quarter earnings announcement to do so.``

In terms of inaccuracies, Johnson specifically cited the following:

* PurchasePro`s financial statements are prepared in accordance with generally accepted accounting principles. The company discloses its financial condition in all material respects.

* PurchasePro has a chief financial officer. The company`s CFO is James P. Clough. He has held the position since April 18, 2000. Clough is a former partner in the law firm Pillsbury Madison & Sutro LLP and is the second to serve as CFO since before the company went public in September 1999. Additionally, the company has had a single Chief Accounting Officer, Scott Miller, a former Arthur Andersen CPA, for the past three and a half years.

Barron`s asserts that the company has an ``inexperienced management team.`` This is not borne out by the facts. Johnson believes that the company has created a top-tier management team. Additionally, Johnson, President Chris Carton, and Executive Vice President Geoff Layne are each five-year veterans of an industry that is only five years old. Each has strong management experience and is recognized as a pioneer in e-commerce. Together with the senior management team, PurchasePro is positioned to continue its rapid growth. The team consists of the following individuals:

* Shawn McGhee, chief operating officer, served as president of Office Depot`s North American Operations, where he was responsible for approximately 35,000 employees and managed a $4 billion supply chain.

* Jeff Anderson, senior vice president of sales and strategic development, a former vice president of Sprint Business, led Sprint`s $2.5 billion strategic planning, business-to-business e-commerce, and distributor channel initiatives.

* Michael Kennedy, senior vice president and chief technology officer, held the same position at Starwood Hotels and served as a vice president at Best Western Hotels.

* Chris Benyo, senior vice president of marketing, spent 15 years in senior marketing and operations positions with such companies as BellSouth and Cable & Wireless.

* Dale Boeth, senior vice president of channel development, has more than 20 years in the technology industry and served as director of Sprint`s e-business unit.

* Ed Kim, senior vice president of operations, is an MIT graduate and spent 11 years in the capital markets industry. He was most recently vice president of Prudential Securities technology investment banking group.

* Matthew Yost, vice president of strategic development, holds an MBA from the Kellogg School of Management and a BA from Wharton School of Business. Yost served as vice president of the Prudential-Volpe technology group.

Other inaccuracies in the Barron`s profile include, but are not limited to, the following:

* Entrepreneur Steve Wynn did not pay off any notes for Johnson or PurchasePro. His total capital contribution to the company was insignificant, comprising $50,000. His equity position was repurchased in the first quarter of 1998.

* PurchasePro has not changed its business model. The company`s focus has always been on developing multiple streams of recurring revenue. The addition of license revenue is a revenue stream the company is able to charge as a result of the instant liquidity in its interoperable platform. This new fee triggers an additional recurring revenue stream ``hosting and maintenance`` that equals almost 50% of the initial license fee on an annual basis. Other fees including subscription, transaction, and commerce services are expected to increase in value due to the evolution of the model. Average license revenue has increased every quarter, contrary to the reporter`s assertion of competitive pricing pressure.

* In terms of metrics, usage on the PurchasePro global marketplace grew 52% last quarter. The company expects that growth will continue to accelerate.

* The company has no ``handshake`` deals and its agreements with its major partners are available for review at the Securities and Exchange Commission`s website at http://www.sec.gov. Relationships with such partners remain strong. As is normal in the business cycle, certain agreements with partners have expired. This expiration does not mean companies have left the network or have ceased to do business with PurchasePro. Office Depot, for example, recently mailed more than 300,000 catalogs prominently featuring the PurchasePro e-commerce solution. The company`s relationship with Sprint is ongoing.

* Additionally, Barron`s failed to mention that the company has signed other significant partners including Gateway, Honeywell, Computer Associates, and BroadVision.

* AOL was not given four million warrants. AOL does have the opportunity to earn warrants as it meets certain revenue objectives. Additionally, PurchasePro and AOL have a revenue sharing agreement on monies received as a result of the partnership.

* Johnson did secure a line of credit using his PurchasePro stock as collateral. The amount used on the line of credit does not approach $100 million. In fact, Johnson has used more than $20 million from the credit line to acquire additional PurchasePro shares. Additionally, Johnson and several senior members of the management team continue to take no salary or other form of compensation from the company.

* Many of the non-financial metrics in the article have never been released by PurchasePro and are grossly inaccurate. PurchasePro does not release transaction metrics on a marketplace-by-marketplace basis because each is individually owned.

* PurchasePro is a browser-based software application. It is not a mere website, or simply an electronic ``yellow pages`` as described in the Barron`s article. The product suite is the first to be fully browser-based and wireless in the B2B sector. This product enables companies of all sizes to eliminate the need to integrate, update, and incur large implementation costs when becoming a member of the company`s global marketplace.

``Overall,`` Johnson pointed out, ``Barron`s apparent misunderstanding of PurchasePro`s business model and strategy is evident by the depiction of the company`s partnerships. PurchasePro`s model is to overlap business databases through numerous partnerships. PurchasePro recognized early that partnerships and relationships will vary in their success rates. Speed to market is key. We created a strategy that wouldn`t force the company to depend on any relationship for its success.``

Johnson concluded by saying, ``A final egregious error in the article is relative to the mention of a supposed `Superbowl` party. If Barron`s would have made its diligence calls, they would have learned that on January twenty-sixth, PurchasePro had an employee appreciation gathering to reward its employees for their continued loyalty and support.

``In conclusion, I think every PurchasePro marketplace owner, member and investor should take a personal affront to Barron`s depiction of PurchasePro in this article. Their style discredits the thousands of members of our global marketplace who have made our solution part of their day-to-day operations, as well as our strategic partners who have chosen us as their e-commerce platform and B2B strategy.``

Although the company will not comment on financial results prior to its earnings on February 12, Johnson invites Barron`s readers to review the investor relations page of the company`s website (www.purchasepro.com), including the ``Frequently Asked Questions`` pertaining to most of Barron`s comments on the company`s business and financial practices.

Johnson invited Barron`s readers to access the company`s earnings webcast and press release during the week of February 12 for a detailed analysis of its financial results and business prospects. Details relating to this call are forthcoming.

About PurchasePro

PurchasePro (Nasdaq:PPRO - news), a leader in business-to-business e-commerce, operates the PurchasePro global marketplace, encompassing more than 30,000 businesses and powering approximately 240 private-label marketplaces with its highly scalable, browser-based e-commerce engine.

[boxenstopp]

Datum: 05.02. 14:14 Commerce One - Strong Buy
Commerce One - Strong Buy

CS First BOSTON wiederholt das Strong Buy Rating für die Aktien von Commerce One (CMRC). Besonders für langfristige Investoren sei diese Aktie ein Muß.




© BörseGo - http://www.boerse-go.de

zurück zur Übersicht

[Softliner]

@SteffenP

herzlichen Dank, dass Du den PurchasePro-Artikel hier reingestellt hast.

Ich habe deshalb meine PPRO rausgehauen, dem Kurstrend nach unten folgend.

Gruss

Softliner

PS: Wie kann man übrigens Smileys anzeigen lassen?

[buck.]

Commerce One sees rate of sales growth slowing
By Andrea Orr

SAN FRANCISCO, Feb 5 (Reuters) - Internet software maker Commerce One Inc. (NASDAQ:CMRC) said Monday it is not too worried about an economic downturn hurting its own business, but does see an inevitable slowing in its rate of sales growth.

Commerce One Chief Financial Officer Peter Pervere told analysts at the Banc of America Securities Conference here it was unrealistic for the company to sustain its recent rate of sales growth. After showing an 11-fold increase in sales during the fourth quarter, Commerce One was shifting to a "slightly slower" rate of growth, he said.

Those comments were made during a private breakout session following a formal presentation that was generally upbeat.

"We do feel that we have a technology that can reduce companies` costs by 10 times," said Pervere, who cited research showing that, as a cost savings tool, e-commerce has become one of the top three spending initiatives by major companies. "In an economic downturn, you want your product to be one of the top three initiatives," he said.

But during the breakout session with analysts following his formal presentation, he said it was not yet entirely clear what the impact of the weaker economy would be, since "we still have a lot of business that we have to close" in the current first quarter.

"We still feel comfortable that the projects we are working on are getting funded," he said.

Pervere also cited the company`s diversified revenue stream, which draws about half its business from overseas and has less than five percent exposure to questionable dot-com companies, as a strength.

Commerce One, one of the hottest software companies to emerge in the business-to-business space, helps other companies automate many of their functions on the Internet and handle more of their internal business through online marketplaces.

On Monday, Pervere said one of the company`s main growth strategies was dispelling the notion online marketplaces were all about buying and selling, so businesses would see the other functions they could move online.

"Online marketplaces are not all about buying pencils and paper," he said. "We can take all the business applications a company performs and build a platform that can host all their applications.

"We are really building an online ecosystem," he said.

[Frakt@l]

Commerce One to Host Analyst Day February 8, 2001; Webcast Available on www.commerceone.com

PLEASANTON, Calif.--(BUSINESS WIRE)--Feb. 5, 2001--Commerce One, Inc. (Nasdaq:CMRC) will hold a Webcast of its first Analyst Day on February 8, beginning at 9:00 a.m. (Pacific Standard Time).

Interested parties can connect to the audio conference at www.commerceone.com.

Members of Commerce One management, including Mark Hoffman, chairman and CEO, Mark Biestman, senior vice president worldwide sales, Rob Tarkoff, senior vice president worldwide business development and Mike Micucci, vice president solution strategy, will host the meeting.

Gruß Fraktal

[BigHawk]

Montag, 05.02.2001, 22:07
Commerce One erwartet Abschwächung des Geschäfts
Der Internet-Software-Hersteller Commerce One gab heute bekannt, dass man sich zwar keine allzu großen Sorgen über die Auswirkungen der allgemeinen wirtschaftlichen Probleme auf das firmeneigene Geschäft mache, aber dennoch eine Verlangsamung des Umsatzwachstums erwarte.


Commerce One Chief Financial Officer Peter Pervere teilte Analysten demnach mit, dass man die derzeitige Wachstumsrate nicht aufrecht erhalten könne. Nachdem man die Umsätze im vierten Quartal verelffachen konnte, solle das Wachstum zukünftig zurück gehen, so Pevere weiter.


Die genauen Auswirkungen der sich abschwächenden Wirtschaft konnte Pevere nicht abschätzen, die Auftragslage im ersten Quartal sei jedoch weiterhin sehr hoch.


Die Aktien von Commerce One gaben am heutigen Handelstag 0,65% nach auf 28,8 Dollar.

[DimStar]

Securities Technology Week 2001 Conference:

http://www.veracast.com/bas_techweek2001/webcasts/ID77102518…

Amerika - du hast es besser. Solche Konferenzübertragungen - bei deutschen Firmen undenkbar.

Sehr leise Aufnahme (31 min), es geht auch erst nach ein paar Minuten los.

[DimStar]

Es ist übrigens Peter Perverre (CFO C1) vor Analysten.
Die nächste Konferenz gibts wohl am Donnerstag.

[Bimbes44]

Kam diese Gewinnwarnung nachbörslich?

Wenn ja, dann ist die Auswirkung bisher

moderat mit -1,5% = 28,5$ bei Island.

[DimStar]

da hast du irgendwas völlig mißverstanden. Perverre hat nur angedeutet, daß sich die firma in eine phase des abflachenden umsatzwachstums begeben wird. wenn sich der umsatz in diesem jahr nochmal verelffachen würde, wären sie ja nächstes jahr größer als SAP. die statements werden im rahmen einer Roadshow gegeben.

BofA Tech Week
San Francisco, CA 2/5/01 through 2/8/01 Event in progress

Analyst Day 2/8/01

Robertson Stephens Annual Tech Conf. 2/12/01 through 2/16/01

Goldman Sachs
Tech Investment Symposium
Palm Springs, CA 2/12/01

eLink Berlin 2/19/01 through 2/21/01

[Bimbes44]

Du hast Recht, auf den zweiten Blick sehe ich das auch so.
Bin gerade erst ins Board reingekommen und das erste,
was ich sah, diese Meldung.... und Schreck!!!

Gute N8
Bimbes

[Bimbes44]

@DimStar

Trotzdem würde mich interssieren, ob diese
Meldung während des Handelsverlauf, oder
nachbörslich kam.

Wenn Du es weißt
Danke vorab
Bimbes

[DimStar]

Es wurden aber auch andere interessante Aussagen getroffen:

- C1 projiziert auf traditionellem Wege als Softwarefirma eine langfristige operative Marge von 18-20 %. Wenn sich die network revenues so wie erhofft entwickeln, wird es in der Gegend von 30 % liegen. (Anmerkung: Das ist ja ein spekulativer Umsatzstrom, weil man nicht weiß, welche Umsätze die Exchanges der Kunden erzielen werden)

- Manugistics konnte bislang nicht als Konkurrent beobachtet werden, doch auch wenn man nicht wüsste, wie sie in den Markt kommen wollen, erwartet man sie

- C1 könnte morgen profitabel arbeiten, aber man beabsichtigt weiterhin, in den Ausbau der Firma zu investieren, so daß sich die Kosten in diesem Jahr weiter erhöhen

- C1 glaubt nicht, daß sie von IT-Budgetkürzungen betroffen sein werden, weil die Produkte zu den Top 3 - Prioritäten der Kunden gehören sollten

- C1 kann sich vorstellen, über die Lebensdauer an jedem
Small Marketplace 20-25 Mio $
Regional Marketplace 40-50 Mio $
Mega Exchanges 80-100 Mio $
zu verdienen
Das Herunterbrechen auf Transaktionseinnahmen ist schwierig, Perverre würde es auf 0,1 - 0,15 % schätzen

- Die Appnet-Leute werden zu 75 % auf die C1-Produkte trainiert, dauert 1 Woche bis 4 Wochen (technische Angestellte, Consultants)

- Es wird nur zu 5 % an dot-com-Projekten gearbeitet, sondern eher an den 10-15 Mio $ - e-procurement-projekten

- C1 sieht einen Bedarf danach, all die dinge, die derzeit als business services angeboten werden wie logistics, collaborative design, etc etc über Produkte anzubieten, wozu man aber nicht selbstverständlicherweise akquirieren müsste

[DimStar]

@ Bimbes44

3:43 PM Commerce One sees rate of sales growth slowing - Reuters

http://www2.marketwatch.com/news/search.asp?SearchOption=tic…

ich glaube die meldung kam 17 minuten vor handelsschluss über den ticker, sollte aber eigentlich niemanden überrascht haben

Commerce One Reiterated `Strong Buy` at Prudential
By Sybil Carlson
Princeton, New Jersey, Feb. 5 (Bloomberg Data) -- Commerce One Inc. (CMRC US) was reiterated ``strong buy`` by analyst Douglas J Crook at Prudential Securities. The price target is $45.

http://quote.bloomberg.com/fgcgi.cgi?T=marketsquote99_news.h…



noch ein Audio:
CMRC CEO: In Slowdown, `Not Bullish` but `Cautiously Optimistic`
Monday February 5, 5:57 pm Eastern Time
http://biz.yahoo.com/oo/010205/50392.html



Ariba, Commerce One Face `Growing Pains`


Feb. 05, 2001 (Electronic Commerce News, Vol. 6, No. 6 via COMTEX) -- "Both
Ariba [ARBA] and Commerce One [CMRC] have been experiencing their share of
growing pains. Each is trying to become a provider of software solutions that
enable businesses to procure direct materials online. However, the process of
procuring direct materials is typically very complex in nature. Furthermore,
many of Ariba and Commerce One`s potential customers are currently more focused
on solving their supply chain planning and optimization problems. Long term, I
am quite optimistic that both companies will be successful in their endeavors,
although probably not as successful as many pundits had originally speculated."

-- Greg Young, Senior Market Advisor, Extraprise Group (Greg Young, Extraprise
Group, 617/880-4000; [e-mail].)

http://123jump.com/q.htm?storyhtml=1008036u9887.html&t=CMRC&…

[Bimbes44]

@DimStar

Nochmals Danke für die Recherchen.
Gute Arbeit.

Bin wieder positiv gestimmt.

Bimbes

[Softliner]

@DimStar

kannst Du bitte eine Beurteilung oder einen Vergleich zu anderen Firmen zu den von Dir beschriebenen "interessanten Aussagen" zu CMRC abgeben?

Insbesondere betreffend:
- operativer Marge von 18-20 %
- geschätzte Transaktionseinnahmen von 0,1 - 0,15 %.

Ich bin leider betriebswirtschaftlich völliger Laie.

Wenn Commerce One weiterhin seinen Weg gehen wird, in welchem Marktkapitalisierungsbereich könnte das Unternehmen dann in 5 Jahren sein?

Danke im voraus.

Softliner

PS: Kann mir bitte jemand kurz beschreiben, wie man ein Smiley hier rein kriegt?

[DimStar]

@ Softliner

welche Marktkapitalisierung CMRC in 5 Jahren haben könnte ?
Die einzig korrekte Antwort kann nur lauten: Ich weiß es nicht.

Selbst der Vorstand kann doch überhaupt nicht ahnen, was in diesem Markt selbst in einem halben Jahr vor sich gehen wird, weil sich alles unheimlich schnell und radikal verändert. Ich wäre mit allen Zukunftsprojektionen mittlerweile vorsichtig. Mit Vignette habe ich erlebt wie sich ein unangefochtener Marktführer innerhalb eines halben Jahres wg. Managementfehlern (wie es sich im nachhinein herausstellte) in eine Auslaufnummer verwandelt hat. Insofern dürfte ich eigentlich in keine solcher Aktien mehr investieren, nur bestätigt sich meine Strategie in der überwiegenden Zahl. Jeder muß seine eigene Strategie und Bewertungsmethode finden.

Eine operative Marge von 18-20 % wäre der Normalfall für einen Softwarehersteller in einem gereiften Markt. Das andere müsstest du konkretisieren.

[Eboerse]

Das ist doch schon seit Bekanntgabe der Zahlen und dem Ausblick für das erste Quartal bekannt.

Q.3-112,7 Millionen**Q-4-191 Millionen**Q.1-erwartet 205-210 Millionen

[buck.]

SAPMarkets Goes Global Regional Office in Singapore Strengthens Focus on Asia-Pacific Region And Completes Global Coverage
SINGAPORE, Feb 6, 2001 (BUSINESS WIRE) -- SAPMarkets Inc., the SAP AG (NYSE: SAP chart, msgs) subsidiary that provides leading Internet marketplace solutions to drive business processes beyond enterprise boundaries, today announced the establishment of SAPMarkets Asia Pacific Solutions Pte Ltd., headquartered in Singapore.

This strategic move is targeted to meet the needs of the rapidly growing e-commerce market by enabling the creation of open business-to-business marketplaces throughout the Asia Pacific region. SAPMarkets will extend its leadership in this region and continue to deliver on the company`s vision to provide e-business applications and collaborative services for global trading. With its central location, high-tech infrastructure and booming Net economy, Singapore provides an ideal location from which SAPMarkets can deliver leading e-business solutions to the emerging Asia Pacific markets.

The SAPMarkets Asia Pacific headquarters opened officially in January 2001 to serve marketplace customers in the region. SAPMarkets is headquartered in Palo Alto, Calif., and has a global reach with operations in Walldorf (Germany) and now Singapore.

"I welcome SAPMarkets Asia Pacific to the region. The success of mySAP.com has established our e-business leadership in the region and with SAPMarkets Asia Pacific we will continue to extend this leadership to help companies integrate and collaborate on Internet marketplaces," said Les Hayman, president and CEO of SAP Asia Pacific and board member of SAP AG.

SAPMarkets has experienced early success with helping customers bring marketplaces into operation in the Asia Pacific region. The opening of the SAPMarkets regional headquarters in the Asia Pacific market will further enable Asian businesses to benefit from better economies of scale, increased commerce process efficiencies, lower costs and competitive advantages of business-to-business e-commerce. Mayur Shah, president of SAPMarkets, announced the appointment of Zia Yusuf as the managing director for SAPMarkets Asia Pacific operations. Yusuf will be responsible for spearheading the company`s operations within the region. Prior to assuming the role, Yusuf was the chief operating officer for SAPMarkets.

"The decision to establish the regional headquarters in Singapore was an easy one, as it is one of the leading countries in the region in information technology infrastructure. Singapore offers SAPMarkets the opportunity to tap into the labor market in one of the fastest growing cities in the Asia Pacific region," said Shah. "We are pleased to appoint Zia Yusuf as the managing director for SAPMarkets Asia Pacific and feel he brings solid and vast experience in this market, which will be a critical factor for our success."

"The Asia Pacific region is one of the fastest growing IT markets in the world and the opportunities for e-commerce and collaborative e-marketplaces are tremendous," said Yusuf. "Our solutions enable companies to expand their business reach, while at the same time streamlining their operations. By deepening our investment in our APAC operations, we can continue to work with our partners to provide leadership and superior solutions to this strategic region."

In partnership with Commerce One, Inc. (Nasdaq: CMRC chart, msgs), SAPMarkets has developed a joint, global e-commerce solution with a tightly integrated go-to-market strategy. Their joint offering, MarketSet(TM)and Enterprise Buyer(TM), combines Commerce One`s leading e-marketplace infrastructure with e-procurement, supply chain, product planning and analysis applications from SAP and SAPMarkets. The result is solutions that combine e-procurement with collaborative services for trading communities and help sellers expand their market and reach new customers, dramatically reducing cycle times, improving customer relationships and increasing productivity for businesses worldwide.

[SteffenP]

Analyst Says CMRC Weakness Is a Buying Opportunity
Tuesday February 6, 12:05 am Eastern Time

http://biz.yahoo.com/oo/010206/50411.html

[DimStar]

C1 wird zum Pennystock erklärt
das heißt wohl, daß ein Kurs von 28 35/64 nicht mehr so sondern nur noch mit 28,55 gehandelt wird.

Nasdaq Names 15 Stocks That Will Trade in Pennies Next Month
By Ted Hampton

New York, Feb. 6 (Bloomberg) -- The Nasdaq Stock Market named the first 15 of its more than 5,000 stocks that will stop trading in fractions and adopt the penny as their minimum price increment in coming weeks.

The stocks -- Rambus Inc. and 13 other technology companies as well as an oil and gas exploration business -- will be quoted in dollars and cents prices starting March 12, in the first of two test programs by the No. 2 U.S. stock market.

Nasdaq must meet an April 9 deadline set by the Securities and Exchange Commission to stop using eighths and sixteenths. The conversion is intended to make prices easier to understand and cut investor costs by freeing up price competition.

The New York Stock Exchange, Nasdaq`s larger rival, on Jan. 29 completed the transition to decimal prices. Both markets chose to introduce decimals on a few stocks in test programs before making a full switch.

Nasdaq, which wasn`t ready for the SEC`s original July 2000 conversion deadline, plans a month of tests, compared with the five months used by the NYSE.

Still, Nasdaq has been gaining experience with the new prices for months, because it handles trades in NYSE-listed stocks that occur off the exchange, spokesman Scott Peterson said. ``We`ve been gaining experience along with them,`` he said.

A network of dealers linked by phone lines, Nasdaq has no trading floor run by human traders (like those at the NYSE) who might need training in the new prices. Yet the move to decimals may boost electronic message traffic enough to strain Nasdaq`s computer systems.

The second leg of Nasdaq`s decimal price tests will start March 26, with another 150 stocks, according to a Nasdaq bulletin issued today. Those stocks have yet to be announced.

Nasdaq said its March 12 tests involve shares of the following companies:

Brocade Communication Systems Inc.
Commerce One Inc.
Copper Mountain Networks Cree Inc.
Extreme Networks Inc.
Inktomi Corp.
Integrated Device Technology Inc.
Micromuse Inc.
Newport Corp.
OpenWave Systems Inc.
Rambus Inc.
Redback Networks Inc.
Research in Motion Ltd.
VerticalNet Inc.
Coastal Caribbean Oil & Minerals Ltd.


http://quote.bloomberg.com/fgcgi.cgi?T=marketsquote99_news.h…

[DimStar]

IBM targets suppliers with new B2B software

TUESDAY, FEBRUARY 6, 2001 5:46:00 PM EST
NEW YORK, Feb 6 (Reuters) - International Business Machines Corp..IBM.N> on Tuesday said it was shipping new software that would make it easier for small and medium-sized suppliers to sell their products online.

The software, called iSeries Connect, is designed to help suppliers cut the costs associated with selling their products on business-to-business online exchanges.

In launching the product, IBM is going to the heart of one of the biggest problems for online exchanges -- so called supplier enablement.

Although thousands of electronic exchanges have been launched over the last 18 months, suppliers have been reluctant to sign up because they fear their products will become commoditized alongside hundreds of cheaper alternatives.

In addition, the costs of integrating product catalogs onto the exchanges, which can run into hundreds of thousands of dollars, has meant that many have not been able to take part.

According to IBM`s Drew Flaada, director of eServer development, iSeries Connect is designed to overcome this problem by providing small and medium suppliers -- those with between 500 and 5,000 employees -- with a way of automating that integration process.

"It provides the functionality to pull the product data from a back-end database and put it into a format that`s readily available on e-commerce networks," Flaada said.

The standard version of iSeries Connect, which also includes IBM`s MQ Series application integration software and Websphere application server product, costs $1,000 and only runs on IBM`s iSeries servers, formerly known as its AS400 series.

The first version of the software only provides connectivity to exchanges that are powered by software from Ariba IncARBA . Ariba uses a specific version of the programming language XML, called cXML, to enable buyers and suppliers to communicate.

But Flaada says IBM is working on a connector to exchanges that run on software from Ariba`s rival Commerce One Inc.CMRC and to other exchange platform providers.

IBM`s move is indicative of other players in business-to-business software. Last month, Ariba announced a partner program with the aim of getting more small- and medium-sized suppliers online, and last year Microsoft announced a similar push under its bCentral small business initiative.

Rtr 17:46 02-06-01


Selector Code: reuco

Copyright 2001, Reuters News Service

http://www2.marketwatch.com/news/article.asp?doctype=2005&va…

[DimStar]

Sprich: Die Konferenz wird zwischen 18:00-21:30 Uhr deutscher Zeit stattfinden.
log-in hier ab 17:30
http://www.commerceone.com/events/2001icc/

[Peier]

@DIMSTAR :
Ich hab da irgendwie was verpasst. Kannst Du (oder auch jemand anderes) mir mal eben sagen, was das für eine Konferenz ist und worum es geht ?

Sind Auswirkungen auf den Kurs zu erwarten ?
Danke
Peier

[SteffenP]

http://www.thestreet.com/_yahoo/tech/software/1297698.html

The Alliance May Be a Goner
By Joe Bousquin
Senior Writer
2/8/01 11:28 AM ET



The Alliance might not be dead, but it`s pulse is awfully weak.

Since Ariba (ARBA:Nasdaq - news) unveiled its plans to acquire Agile Software (AGIL:Nasdaq - news) last week, the usual speculation about the health of the three-way Alliance among Ariba, i2 Technologies (ITWO:Nasdaq - news) and IBM (IBM:NYSE - news) has reached a fever pitch. Since Agile is an i2 competitor, and the relationship between i2 and Ariba already is shaky , many market watchers see Ariba`s planned acquisition as the last nail in the Alliance`s electronic coffin.

And why shouldn`t they? After a huge marketing and PR effort on the part of the Alliance companies last year -- backed by a $90 million marketing campaign -- news of fresh deals from the Alliance has become particularly sparse lately. As has always been the case with this partnership, it`s what the companies don`t say that tells the story.

The most recent press release on the Alliance`s Web site is dated Oct. 10, and it was about an expanded reseller agreement between i2 and Ariba. For the uninitiated, reseller agreements in the software biz are about as stimulating as melatonin at midnight. The last new customer news appears to be from September, when i2 announced a marketplace for the European health market that would be built with help from Ariba and IBM.

The Possible Fallout
If the partnership collapses, the companies may have a tougher time landing customers on their own, especially after touting their combined strength. And Ariba, thanks to its focus on a specific part of business-to-business e-commerce called procurement, could have the toughest time on its own.

The public relations firm responsible for promoting the Alliance didn`t respond to numerous requests for information on recent customers. i2 and Ariba also didn`t respond to questions about customers.

"This thing has been over for quite a while," says Mark Verbeck, an analyst at Epoch Partners. "The press releases are the first place to look, and even some of the joint deals are not as joint as they look. Most of the joint deals are heavily weighted toward one or another of the partners." (Verbeck`s firm doesn`t assign traditional brokerage ratings for companies, and his firm hasn`t done underwriting for any of the Alliance companies.) Ariba, i2 and IBM launched the Alliance in March, boldly playing it up as a B2B dream team that would provide the software and services for companies that wanted to engage in e-commerce. They even went so far as to name it the Alliance with a capital A. But quietly, fissures began appearing as Ariba and i2 started competing more and more with each other.

All but Done
Analysts and industry watchers say the dearth of Alliance news now, combined with the Agile acquisition, is the final confirmation that the Alliance is all but officially done. However an executive at IBM, which has been the peacemaker between Ariba and i2 in this partnership, says things aren`t that black and white. The Alliance has been landing new customers, he said, but a change in the market has contributed to the lack of news.

In recent months, individual corporations have opted to set up their own, private marketplaces on the Internet where they can conduct business with select partners. Those are different from what the Alliance was courting, public marketplaces that open themselves up to entire industries.

"Toward the end of the year, these big public marketplace deals started to dry up," says Jay Ennesser, IBM`s vice president of B2B marketplace sales. "What we have been very focused on is the connectivity to the existing marketplaces that we`ve won."

Including private marketplaces, Ennesser says the Alliance is "very quickly doubling" the number of previously announced customers, which has hovered at 25 since last fall. He also says the Alliance has sold nearly $1 billion in products and services.

Speculating
A spokesman couldn`t explain why the companies aren`t promoting these new customers. And with no new information, observers are left to speculate.

Kevin O`Marah, an analyst at AMR Research says the eventual demise of the Alliance is inevitable, and that the lack of new deals shows that.

"We`ve been looking at this thing from the beginning, and we`ve been saying we`re seeing nothing but heartbreak from here," says O`Marah, whose firm counts all three companies as clients.

But also he also points out that the customers the Alliance has won will still pay off for the companies, down the road. "The existing customers probably don`t need to worry, they`ll take care of them. IBM`s there for that," says O`Marah. "But they`re probably not doing any more [new customers] together, either."

IBM`s Ennesser says the Alliance is there for those who want it.

How the Game is Played
"If there`s a big marketplace that wants all these parts, we`ll be there for that," Ennesser says. "But it`s just not the way the customers are playing the game at this point."

In any case, O`Marah says not to look for any definitive, clear end for the Alliance. A slow fade is more likely, underscored by the deafening silence of the lack of news that will come out of it.

"Just because the parties stopped working together, doesn`t mean the contract gets torn up," O`Marah said. "What they tend to do is just let the contract laps into irrelevance."

Epoch`s Verbeck will be looking for more clear-cut proof. "The first admittance of it will be when we hear about them [Ariba and i2] competing on an account," Verbeck said. "That`s the next big story."

Just don`t look for a press release when that happens.

[SteffenP]

http://www.upside.com/Ebiz/3a82ef4412_yahoo.html

FreeMarkets` Adexa buy challenges i2
February 08, 2001 02:11 PM ET
by Adam Feuerstein



FreeMarkets (FMKT) upped the ante in the business-to-business poker game by acquiring supply chain software maker Adexa in a $340 million stock deal today.

The question, of course, is whether today`s deal gives the b-to-b online auctioneer a royal flush or a measly pair of deuces.


FreeMarkets helps companies save money by using online reverse auctions to purchase direct materials from new and existing suppliers. By purchasing privately held Adexa and its supply chain management expertise, FreeMarkets will also allow companies to increase the efficiency of their operations by sharing information with partners about inventory levels, production schedules and customer demand.


At the same time, FreeMarkets said that Ray Lane, the former No. 2 executive at Oracle (ORCL), was joining its board of directors.


In other words, FreeMarkets has armed itself with a new weapons to take on b-to-b heavyweights i2 Technologies (ITWO) and Oracle, as well the combined forces of Commerce One (CMRC) and SAP (SAP). Today`s deal also increases pressure on Ariba (ARBA), which tried, but failed, to acquire Adexa, according to sources. Despite its recent acquisition of Agile Software (AGIL) to boost its sagging b-to-b credentials, Ariba still lacks a supply chain component.


"My biggest complaint with FreeMarkets was that their auctions were just a point solution and that they were getting outflanked by the competition," says Pat Walravens, an analyst with Lehman Brothers. "Expanding into supply chain management and collaborative commerce broadens their footprint, so it`s a good move."


Bargain price


FreeMarkets will exchange 17.25 million shares for all the outstanding shares of Adexa, pegging the deal`s value at $340 million, based on FreeMarkets` closing price of $19.75 on Wednesday.


Investors cheered the news, pumping FreeMarkets up $2.25, or 11 percent, to $22 in afternoon trading today.


And why not? On the surface, the deal looks like a bargain. Adexa had already filed for an initial public offering that valued the company at between $504 million and $588 million, based on a initial price range of $12 to $14 per share. FreeMarkets picked up Adexa for a price equal to about seven times 2000 revenue of $50 million. That makes it a lot cheaper than Ariba`s $2.4 billion acquisition of Agile, which valued Agile at more than 20 times its projected 2001 revenue.


FreeMarkets executives say the deal should be accretive to revenue and gross margins in 2001, and accretive to pro forma earnings in 2002.


Going after i2


But more than the numbers, executives from FreeMarkets and Adexa wanted to talk about how the combined strengths of the two companies would outmuscle i2, which spent much of the past year expanding from a supply chain software maker into an all-purpose e-business bohemoth.


"We are the industry`s leader in strategic sourcing, by far," says FreeMarkets CEO Glen Meakem. "By extending that leadership into the supply chain, we become the only b-to-b provider that allows a company to source and manage their supply chain for direct materials."


Cyrus Hadavi, Adexa`s CEO and now vice chairman of FreeMarkets, was even more blunt.


"Is there anything i2 cannot do?" he asks, sarcastically. "There is a huge gap between what i2 says it can do, and what is actually does. I2 wants to be everything to everybody, but in the process, we`re winning our share of customers against the evil empire."


General Motors (GM), Advanced Micro Devices (AMD), Toshiba and Phillips Semiconductors are all customers that Adexa has won over competition from i2, according to Hadavi.


Lots to overcome


But hyperbole aside, analysts say i2 is not going to lie down and die just because FreeMarkets says so. Significant challenges must be overcome before FreeMarkets can make a serious run at its larger rival.


"Adexa has great technology, but it hasn`t been able to keep up with i2`s sales and marketing operation," says Tim Klein, an analyst with U.S. Bancorp Piper Jaffray. "And FreeMarkets has had sales problems of its own, so I don`t know if this deal gives the combined company any more horsepower."


FreeMarkets and Adexa combined for $141 million in revenue in 2000. I2 closed out the year with revenue of $1.1 billion. Combined, FreeMarkets and Adexa have 160 customers. I2 has more than 1,000 customers.


And i2 blew away revenue and earnings estimates during the fourth quarter. FreeMarkets, while posting a narrower than expected fourth-quarter loss, disappointed Wall Street with a shortfall in auction volume, which led some analysts to question the company`s ability to post strong growth numbers in 2001.


These concerns may be compounded by similar questions about Adexa`s revenue growth. The company`s sales more than doubled to $50 million in 2000 compared to 1999, but growth rates were flat during the second half of the year. Adexa booked $14.2 million in revenue in the third quarter, and only $14.1 million during the fourth quarter, according to the company`s registration statements filed with the Securities and Exchange Commission.


What`s wrong here?


The slowdown, or retrenchment, may explain why FreeMarkets was able to snag Adexa at a discount, but the size of the discount does raise some red flags about the company`s ability to compete, long term, against i2.


"The IPO market has softened since Adexa filed in August, but you`d still expect to see some appreciation in the company`s market value if they`ve performed well," says Klein. "What we have here is a company that is selling at a 38 percent discount to its IPO valuation, so what`s wrong?"


David Mahoney, an analyst with Wit Soundview, while generally bullish on Adexa`s prospects and the combination with FreeMarkets, is also puzzled by the terms of the deal.


"It`s a bit bizarre that Adexa would sell for such a large discount to its IPO," he says. "There has been a definite change in market conditions, but market conditions haven`t changed that much."


Today, however, investors were thinking only happy thoughts. FreeMarkets, once considered a niche player in b-to-b, is taking steps to move into the major leagues

[klako]

Hi Commercler,

den meisten wird es sicherlich so wie mir gehen.
Das ganze Geschwafel um und über C1, ob C1 steigt oder fällt, welchen Schwachsinn die Analysten schreiben geht einem langsam auf den Sender.
Jeder hat sicherlich von einer steigenden Aktie geträumt !!!
Man kann das ganze gerede um diese Firma schon nicht mehr hören, es ist für mich inzwischen vergeudete und nutzlose Zeit die man investiert.
Die Analysten sind wohl die größten Schwachsinnigen die es gibt, wenns nach oben geht wird das Target erhöht, wenns nach unten geht umgekehrt.
Jeder hat Angst etwas zu verpassen, obwohls tausend besser Aktien gibt. Der Kurs wird von den Amis gemacht und wir rennen hinterher.
C1 hat auf jeden Fall die Investoren (nicht das Unternehmen ) enttäuscht. Das auf und ab dieser Aktie geht auf die Nerven. C1 ist auch kein Investment sondern etwas für Psychoanalytiker.
Es gibt nur eine Devise aussteigen und sich die Nerven schonen oder liegen lassen bis 2004 !!!
Das Letztere wird wohl meine Devise sein, da ich keine Lust habe, meinen Lebensinhalt auf diesen Scheiß einzustellen.
Da ist mit meine Zeit für wichtigere und schönere Dinge zu kostbar !!!
C1 für mich der Griff in die Toilette !!!


Gruß Klako

[SteffenP]

http://www.upside.com/Ebiz/3a8340d51_yahoo.html

Ariba under pressure to crank up M&A machine
February 09, 2001 03:00 AM ET
by Adam Feuerstein



Ariba (ARBA) is hungry for a supply chain side dish, so it`s heading back to the M&A buffet.

Not satisfied with its $2.4 billion purchase of Agile Software (AGIL) at the end of January, an Ariba executive says the company is working on yet more deals, some of which will be announced by the end of this quarter.


"We are not done acquiring, nor are we done partnering," says Marcus Ryu, Ariba`s vice president of corporate strategy. "Agile was just the first of a larger campaign. We`re not so naïve to believe that Agile gives us everything we need."


Strategic shift

Ryu`s comments represent a major shift in strategy at Ariba and a tacit acknowledgment that the company has let the shifting sands of b-to-b pass through its fingers for too long.


Ariba has seen its reputation sag because, for the most part, its e-commerce software is used by customers to purchase nonstrategic products like office supplies. But the real value in b-to-b is derived when companies use the Internet to share supply chain information with their business partners, or when companies use the Net to collaborate on the design, sourcing and purchase of direct materials.


That`s why companies like i2 Technologies (ITWO) have rocketed to the top of the b-to-b food chain. Commerce One (CMRC) is joined at the hip with SAP (SAP) for the same reason; and on Thursday, b-to-b auctioneer FreeMarkets (FMKT) purchased supply chain software maker Adexa for $340 million in stock.


But so far, Ariba has been left flat-footed, putting pressure on the company to crank up its deal-making machine. Ariba answered some of its critics with the acquisition of Agile, but to get back in the good graces of Wall Street, the company has to make a move into supply chain management. And it needs to do it fast, or risk falling further behind its competitors.


"Ariba has to find a way to add [supply chain] planning capabilities to its product offerings," says David Mahoney, analyst with Wit Soundview. "The pressure to do a deal has been there for a long time, but [Thursday`s] deal between FreeMarkets and Adexa just adds more pressure."


So, where does Ariba turn for help? And how will the company`s sinking stock price affect efforts to pull the trigger on another purchase?


Several options

Ariba`s Ryu says the company did hold merger talks with Adexa -- confirming widespread market rumors -- but the two companies mutually decided to go their separate ways. Of course, Adexa is now off the table.


Ryu isn`t providing any more hints, but b-to-b observers say Ariba has several options. At the top of list: SynQuest (SYNQ), a small supply chain software maker based in suburban Atlanta. A source familiar with Ariba`s search says the company has held discussions with SynQuest, although negotiations may have centered more on a partnership than an outright acquisition.

Hallo DimStar: Deine Meinung?

SynQuest executives would not comment.


Then there`s WebPlan, a privately held supply chain vendor based in Southern California. WebPlan had an alliance with FreeMarkets, but that relationship ended once FreeMarkets acquired Adexa. It`s not known whether Ariba and WebPlan are talking, but WebPlan executives are doing everything they can to entice a new partner.


"We are in discussions with other procurement vendors, so you just have to use your imagination to figure out who they might be," says Daryl Praill, WebPlan`s vice president of marketing.


Another possible target: Rapt, a privately held supply chain company that inked a strategic partnership with Ariba late last year.


Manugistics (MANU) -- i2`s biggest rival -- is another possibility, but the company`s surging stock price probably makes any acquisition deal with Ariba unlikely. The two companies could ink a partnership, however.


Making the deal

But while it`s easy to line up prospective targets, it`s not as easy to consummate a deal. Ariba`s supply chain quest is complicated by the fact that it`s just starting to digest its expensive acquisition of Agile. Investors haven`t reacted favorably to that deal, pushing the stock down 30 percent since the purchase was announced on Jan. 29.


Ariba closed Thursday at $27.94, a new 52-week low.


"Ariba may not be able to pull off another acquisition right now, but they can get the supply chain help they need through a partnership or a series of partnerships," says Bob Ferrari, a supply chain analyst with AMR Research.


But the partnership can`t be one of these meaningless "Barney" deals so popular in Silicon Valley these days ("I love you, you love me…"), he adds.


"SAP and Commerce One are demonstrating that a really close partnership -- one that involves tight integration and joint development of products and not just happy talk -- can work really well. This is the kind of deal Ariba needs to do," says Ferrari.


Ariba appears to be listening. Investors and Wall Street will just have to wait to see how the company delivers.

[DimStar]

Hallo Peier
das war eine sehr ausführliche Konferenz über knapp 4 Stunden ohne besondere Neuigkeiten. Es ging weniger um die aktuelle Entwicklung als um die Darstellung des Unternehmens in ihrem Markt, besonders um ihre Visionen, die einzelnen Vorstandsmitglieder haben dargestellt, was ihre Teams so jeden Tag tun (Service-Gruppe, Forschungsabteilung, etc etc), der CFO hat die Q4-Zahlen wiederholt, Hoffman hat seine Visionen breitgetreten, über die Konkurrenz wurde hergezogen, etc etc.

Das interessanteste war wohl die Ansage von Bob Kimmit, daß die neue C1/SAP-Version am 28.02. vorgestellt wird.

Und eine Erinnerung vom CFO, woran man sehen konnte wie schnell die Firma so groß geworden ist. Im Oktober 99 gab er den Analysten eine Umsatz-Guidance für 2001. Damals lag sie bei 100 Mio $. Eineinhalb Jahre später liegt sie nun bei 900-925 Mio $.

[Eboerse]

Und die 925 bleiben bestehen.
Keine Umsatz Warnung wie befürchtet,die wurde auch mit den Q Zahlen gemeldet/b.z.w Abschwächung.
Marketset kommt am 28.02.2001 auf den Markt.

Epoch Partners zu dem Webcast:



By Mark Verbeck of EPOCH Partners
Managing Director, Senior Analyst
David Trainer, Timothy Madda
Associate Analyst, Associate


Key Points


Commerce One held its first analyst day for the investment community Thursday. A number of key managers commented on acquisition strategy, sales, marketing, technology and financials. A website replay of the conference is available on the company`s website.



Management reiterated guidance on 2001 earnings, namely revenue
($900 million - $925 million), breakeven (Q201) and network revenue composition for 2001 (15%). More granular detail on management`s expectations for the company`s long-term operating model, including revenue segmentation from its product lines, was also disclosed. Based on this, we estimate the company is targeting long-term operating margins of 25%.



The partnership with SAP continues to appear strong and management remarked that its 13,000-customer installed base remains "barely touched" by the company`s solutions. The launch of an improved joint solution, MarketSet 2.0, is slated for February 28.







Commerce One held its first analyst day for the financial community at corporate headquarters in Pleasanton Thursday. On the strategic side, the company stressed the importance of its recently acquired consulting arm to sales. The company believes its army of consultants gives it an advantage in the sales process.

On the financial side, management essentially reiterated existing guidance. Of note, more detail on expected 2001 revenue segmentation and its long-term operating model was disclosed. Based on the company`s outline, we estimate they are targeting 25% long-term operating margins. The company projects that 20% of license revenue will come from its joint SAP solution (MarketSet), while another 30% will be derived from MarketSite.

Procurement is expected to comprise 35% of licenses for FY01, with indirect (Enterprise Buyer - Desktop Edition) and direct (Enterprise Buyer - Professional Edition) at 20% and 15% of licenses, respectively. In addition, channel sales are expected to comprise a larger portion of revenues in FY01 with SAP targeted to deliver 35% of sales compared to 20% in FY00. Total channel sales should also tick up significantly, to 45% in FY01 from 25% in FY00.

The company reiterated its expectation that network revenues, a proxy for recurring revenues from operational marketplaces, will comprise 15% of the top line in 2001 and 40% by FY04. The company noted that it is seeing less caution on the macroeconomic front from potential international customers (which totaled a sizeable 45% of revenue in FY00) than from its North American prospects.

Even with the recent acquisition activity in the space, namely Ariba-Agile and FreeMarkets-Adexa, we continue to believe that Commerce One`s partnership with SAP positions it well in the direct game. In addition to the large installed base opportunity, we believe ERP affiliations with both SAP and PeopleSoft will deliver the broad functionality customers are demanding. This, coupled with the company`s strong international presence, should give investors confidence in the size of Commerce One`s market opportunity and resistance to a spending slowdown many are facing North America.

[isaaacc]

Dreierlei:

1) II. The Importance Of A Global Presence top


Lately there has been much talk of a forthcoming economic recession, subsequent slowdown in corporate technology spending, and its potential impact on the performance of leading software companies. During the current earnings season, we have received mixed signals on this front, but it is clear that some companies have been affected. We suspect that the current quarter will prove to be even more telling, in terms of whether or not a broad slowdown will in fact occur.

With such uncertainty currently hovering over the U.S. economy, now is a great time to have a truly global business. While a U.S. slowdown will undoubtedly impact international economic performance to some extent, the correlation factor is not equal to one. Forecasts vary, but below please find an overview of projected global GDP growth rates for 2001.

Economic Outlook - GDP Growth
Region 1999 2000 2001
World 2.9% 4.2% 3.4%
North America 4.3% 5.2% 3.2%
Western Europe 2.2% 3.4% 3.0%
APAC 2.9% 4.0% 3.9%
Latin America 0.2% 3.7% 3.9%

Source: The Economist Intelligence Unit (EIU)

The EIU numbers above forecast rapidly declining growth within North America, but a much slower deceleration within the EU and APAC regions. Additionally, other more recent forecasts suggest that the U.S. economy may grow less than 1% annually during the first half of 2001.

So, if the US market slows down, can the leading software companies simply let their European and Asian operations pick up the slack? This is possible, as these economies are not only forecast to grow at a more rapid clip, but their software spending growth is also forecast to outpace the U.S. during the next several years. For example, let us consider the ERM (enterprise resource management) and CRM (customer relationship management) markets; as shown below the rates of growth internationally will outpace comparable U.S. growth rates, through 2004:

CRM Market Forecast
1999 2000 2001 2002 2003 2004 CAGR
2000-2004
North America 2,311 3,221 4,342 5,591 6,800 7,769
annual growth NA 39% 35% 29% 22% 14% 25%
Western Europe 701 1,015 1,439 1,969 2,557 3,257
annual growth NA 45% 42% 37% 30% 27% 34%

Source: IDC and U.S. Bancorp Piper Jaffray Research

ERM Market Forecast
1999 2000 2001 2002 2003 2004 CAGR
2000-2004
North America 7,891 8,568 9,504 10,511 11,557 12,740
annual growth NA 9% 11% 11% 10% 10% 10%
International 6,571 7,621 8,573 9,700 10,879 12,067
annual growth NA 16% 12% 13% 12% 11% 12%

Source: IDC and U.S. Bancorp Piper Jaffray Research
Note: ERM encompasses HR, Financials, and other traditional ERP applications; Procurement encompasses e-procurement, marketplace, and content management applications.

Given the statistics above, we expect to see substantial resources mobilized toward international expansion efforts in the coming quarters and years. In fact, many companies have already established substantial traction on this front.

SAP is the best example of this, serving as THE software provider to the European continent. It is difficult to overstate its dominance, particularly within the all-important German market. This is evidenced in the Company`s revenue figures (SAP`s EMEA revenue increased 42% during the fourth quarter 2000, to euro 1.14 billion), but has also been verified through a variety of informal channels we have explored in recent weeks. Through our conversations with customers and members of the systems integration community, it is clear that SAP`s customer base is intensely loyal within Europe.

Commerce One (#@) had also made significant international inroads, and is boosting its global presence even more, through its SAP partnership. During fourth quarter 2000, SAP assisted in the generation of more than 30% of Commerce One`s revenue, and nearly 55% of Commerce One`s total license revenue during the quarter came from abroad. The international acumen and contacts of president Bob Kimmitt (former U.S. Ambassador to Germany) have undoubtedly been instrumental in Commerce One`s impressive international results to date, as well as its ability to work so gracefully with SAP.

Oracle (#) is another example of a truly global software company, with nearly half of its revenue and employees being stationed and generated outside of the United States.

Undoubtedly SAP, Oracle, and Commerce One are strong outside of the United States. But companies such as Ariba (#), i2 Technologies (#), Siebel (#), PeopleSoft (#), and others are also intently focused on the international opportunity, and will certainly provide intense competition. With a slowing U.S. market potentially in the cards for 2001, this may be a year of international focus for the software world.

q:The B2B Analyst
Volume 2, Number 6 - February 9, 2001





2) bezuegl. der merkwuerdigkeiten einer zahlenreduzierung:
07.02.2001
Commerce One Käufe aufschieben
Fuchs Hitech


Die Börsenexperten von Fuchs Hitech raten, Käufe von Commerce One (WKN 867900) noch hinaus zu zögern.

Das Unternehmen sei doch nicht in der Lage die nach oben gesetzten Gewinnschätzungen für das nächste Geschäftsjahr zu halten. Demnach seien sie von 56 auf 38 Cents pro Aktie gesenkt worden. Nach Meinung der Analysten bleibe dies trotz allem noch hoch. Die Reduzierung der Gewinnschätzung habe am Dienstag dafür gesorgt, dass der Kurs nach unten getrieben worden sei.

Allerdings stoße der Sturz auf eine starke Unterstützung im Bereich von 28 US-Dollar. Diese würde aufgrund des starken Candles am Montag noch verstärkt werden. Aus diesem Grund würden die Experten ihre Käufe ins Musterdepot noch eine Woche aufschieben.

wovon redet er da ??????



3)09.02.2001
i2 Tech. vor dem Ausbruch?
Chartanalyst


i2 Technologies (WKN 900424) wurde zusammen mit IBM und Commerce One von Siemens beauftragt, E-Commerce-Software und –Dienstleistungen in Höhe von einer Milliarde USD zu liefern, berichten die Experten vom „Chartanalyst“.

Diese positiven Aussichten würden sich auch in den Notierungen niederschlagen. Bei hoher Volatilität setze die Aktie ihren Ende Dezember begonnenen Aufwärtstrend fort und laufe seitwärts. Der Oktober-Abwärtstrend erweise sich noch als Widerstand, aber bei einem signifikanten Break aus der daraus entstandenen Dreiecksformation ergebe sich unmittelbar Haussepotential bis etwa 70 US-Dollar.

Die Wertpapierexperten würden zum Einstieg ein Stop-Buy-Limit von 56 US-Dollar empfehlen. Gekauft werden solle, sobald der signifikante Break erfolgt sei. Der erster Stop-Kurs liege dann bei 52 US-Dollar.



koennte das nicht ca. 100 mio usd umsatz fuer c1 bedeuten?



sollte ich diesbezuegliche antworten schon ueberlesen haben, nicht genervt sein. habe in letzter zeit einfach zu wenig zeit, um hier in allen c1 threads auf dem laufenden zu bleiben.

schoene gruesse allerseits und schoenes wochenende!

[Eboerse]

Hi Isaaacc
Die WPKN die Hitech angibt ist von Amgen.
Gewinnreduzierung wo noch gar keine Gewinne fließen(Grins),wahrscheinlich meinen sie Umsatzreduzierung,aber die gibt es ja auch nicht.

Zu Siemens hab ich folgendes,die Meldung ist vom 26.01

IBM erhält e-commerce Auftrag von Siemens
Das Wall Street Journal Europe berichtet in seiner aktuellen Ausgabe, der deutsche Elektronikkonzern Siemens habe an IBM einen Großauftrag in Höhe von einigen hundert Millionen Euro erhalten. Gegenstand des Deals sei e-commerce-Software und dazu gehörende Dienstleistungen.
Weiterhin berichtet das Blatt, der Auftrag sei Bestandteil eines Dreijahresplans mit Gesamtinvestitionen in Höhe von 1 Mrd. Euro. Ziel sei es, sowohl Mitarbeitern als auch Lieferanten und Kunden per Internet Zugriff auf interne Abläufe zu ermöglichen. Dabei wird die IBM-SOftware WebSphere zum Einsatz kommen. Auch i2 Technologies und CommerceOne sind am Projekt beteiligt.

[DimStar]

@ isaaac
Nicht unbedingt. Die Siemens-Investition von 1 Mrd USD ist das Budget für eine langfristige E-Business-Strategie. IBM, i2, C1 und warscheinlich auch einige andere haben dabei die ersten Aufträge bekommen. C1 hat bereits in 99 erste Produkte an Siemens geliefert, im Oktober 2000 wurde auch C1/SAP-Software nachbestellt.
Diese Lizenzerlöse werden ja über 4 Quartale verteilt und werden deshalb nicht mehr zu neuen Umsätzen beitragen, es sei denn daß Siemens künftig upgrades von C1 (für mehr user) oder ein update oder völlig neues Produkt ordert oder neue vertikale Marktplätze aufbaut, was tatsächlich geplant ist. SPLS ist die Siemens-Einkaufsorganisation mit 700 Mitarbeitern.

http://www.spls.net/

[isaaacc]

@eboerse
wieder einmal vielen dank!

das mit der wkn haette ich auch selbst checken koennen, naja, manchen ist es halt gegeben, anderen wiederum nicht.

[Eboerse]

Zum ersten mal kann ich mich Jeffries auf Anhieb anschließen und denke er hat Recht.

By Carl Corry, CBS.MarketWatch.com
Last Update: 4:46 PM ET Feb 9, 2001


NEW YORK (CBS.MW) -- Internet stocks tumbled for the third straight session Friday and were in the red for the week, amid investors` fears that a continued slowdown in tech spending would hamper first quarter results.
The so-called business-to-business sector, whose major players fared relatively well in the December quarter, were hit hardest this week following conference calls in which executives either pared growth forecasts, or refused to raise estimates, said Jefferies & Co. analyst Richard T. Williams.

"Management across the board came out very cautious and didn`t raise guidance," he said. "Now that the potential for good news is over" and companies are not in a position to release positive figures so early in the quarter, the sector is ripe to pull back, he said.

"Once the news does comes out," Williams added, "we are going to see better-than expected results for the group."

That news can`t come soon enough. Merrill Lynch`s B2B Holdrs gave up 9.1 percent on Friday, capping a 20 percent loss for the week.

Ariba (ARBA: news, msgs) fell 11.6 percent to $24.69, hitting a new 52-week low of $24 in intra-day trading. Agile Software (AGIL: news, msgs) , which is being acquired by Ariba, fell 11.7 percent to $32.56. Commerce One (CMRC: news, msgs) and I2 Technologies (ITWO: news, msgs) also led the decliners in the group.

[Shakes]

FEATURED PORTFOLIO OF THE WEEK -- B2B
COMMERCE ONE

From the Bull Market Report:

Commerce One (CMRC, $24, down 3) is a provider of global
business-to-business (B2B) software. Its solutions are designed to create a
network of interoperable marketplaces, trading communities and commerce
portals called the Global Trading Web. The ultimate goal is to automate the
procurement cycle between multiple buyers and suppliers.

E-Business is exploding. Analysts predict that by 2003, U.S. Internet
business-to-business revenue will grow to $1.7 trillion. Two companies,
Ariba (ARBA, $25, down 3) and Commerce One, are poised to obtain the lion`s
share of these markets. The two companies have different business and
revenue models, yet both are looking to trump the competition by exploiting
their first-mover advantage and signing long-term contracts.

Ariba aims to maximize earnings on their software in up-front software fees.
Commerce One`s model is more dependent on back-end transaction revenues,
which will continue to accumulate as long as businesses keep making
transactions in Commerce One`s online marketplaces.

As long-term investors, we feel Commerce One’s strategy of obtaining
recurring transaction revenues is the way to go. Not only does the firm
make a substantial amount in up-front software and implementation fees, but
they also gain a perpetual revenue stream with each new marketplace deal
they set up.

Commerce One has formed alliances with several major players in an effort to
solidify their position as the vendor of choice for a complete solution.
The company already has agreements in place with Microsoft (MSFT, $59, down
3), SAP (SAP, $42, down 1) and Sun Microsystems (SUNW, $25, down 1).
Commerce One is also constantly enhancing their own portal software to offer
their customers a more complete solution.

Although the firm’s marketplace deals are no-doubt impressive, the biggest
reason that investors should pay attention to Commerce One (and to any
publicly-traded company, for that matter) is the potential for tremendous,
accelerating earnings. In the most recent quarter, Commerce One posted a
smaller-than-expected operating loss of 9 cents a share, which compared
favorably to consensus expectations for a 12-cent loss. The company also
posted 80% sequential revenue growth. Their guidance for next quarter calls
for a 59% sequential revenue increase, and one of our sources says that even
this is a conservative estimate.

Commerce One is forecasting revenues of $800 million for fiscal 2001, which
means that they have a chance to become a billion-dollar company next year.
This is amazing when you consider that their first million-dollar quarter
came less than three years ago! In addition, Commerce One’s CFO recently
noted that the firm is expected to turn a profit in the third quarter of
2001. Wall Street still doesn`t quite know how to put a proper value on
firms in this up-and-coming industry. However, as Commerce One starts to
post not only earnings, but also strong earnings growth, we expect the
volatility to subside and Wall Street to give this young company the
recognition and respect that it deserves.

[Eboerse]

Ich denke die Globale Ausrichtung von 55% außerhalb der USA ist zwar sehr gut,allerdings schätze ich,das B2B nicht so stark/wenn überhaupt von einem Abschwächen der amerikanischen Wirtschaft betroffen sein wird.
Commerce One bindet sich durch strategische Partnerschaften an die Interessen ihrer Kunden,das ist ein sehr guter Weg.
Dem entsprechend ist das Konzept auf den Kunden zugeschnitten und aufgebaut.
Was möchte der Kunde denn mehr?
Noch dazu stellt Commerce One das Hub und bietet Dienstleistungen/Service an.
Einstieg ins SCM folgt.
Vom Modell mal ganz zu schweigen,es wird aber dieses Jahr Konturen annehmen.

Ariba halst sich da enorme Kosten auf und muß die Produkte erst einmal mit ihren Produkten kompatibel machen.

Bleibt abzuwarten was die Marketset und Enterprise Buyer Professional Edition zu bieten hat und ob es nicht noch zu einer kleineren Aquisition kommt.


Industrien sparen ein wo man sparen kann(hauptsächlich wahrscheinlich weiterhin an Arbeitskräften/und in der Verwaltung)
In den USA(Wirtschaftsbedingt) im größeren Stil aber hier zu Lande ist es ja das gleiche.
Aber Investitionen in B2B sind ein Rechenexempel welches belegt,das die Investitionen in keiner Relation zu den Einsparungen steht.
Unternehmen die von Anfang an dabei sind werden als erstes in den Genuß dieser Einsparungen kommen.

Ein Artikel zum Ausblick(Teil einer Studie von Putz und Partner)



UNTERNEHMEN 09.02.2001

NET-BUSINESS-Studie: Unternehmen profitieren vom e-Business
von Werner Eggert

Die Krise der Internetwirtschaft in den letzten Monaten war ein Fest der Schadenfreude. Eine Renaissance der Bedenkenträger ätzte plötzlich wieder: Die New Economy sei nur ein Zwischenspiel, ein Muster ohne bleibenden Wert. Doch die digitale Revolution hat gerade erst begonnen!

Natürlich geht zur Zeit etlichen der jungen Startups die Puste aus; so etwas gehörte schon immer zum Unternehmertum dazu. Und ohne den Hype der letzten Jahre und die damit verbundene kritiklose Geldschwemme wären viele Internetbuden vermutlich schon viel früher in die Pleite geschlittert.
Doch das darf nicht die großen Erfolge überrdecken: Startups wie Amazon oder Ebay konnten ihre Marke innerhalb von wenigen Jahren weltweit etablieren. Wann hat es das je zuvor gegeben? Dass sie länger als geplant Verluste machen, wird ihren Erfolg nur verzögern nicht verhindern.Schließlich wachsen Nutzerzahlen und Umsätze nach wie vor beeindruckend schnell. Außerdem: Für jedes bankrotte Startup gehen hunderte von Old-Economy-Firmen ins Netz und investieren Milliarden. Sie haben aus den Fehlern der Dotcom-Avantgarde gelernt, ihr Tempo erhöht und die Enteilten eingeholt. Die Wirtschaft als ganzes ist schneller geworden.

"E-Business lohnt sich", bestätigt Matthias Richter von der Hamburger Unternehmensberatung Putz und Partner. Der Consultant hat zusammen mit NET-BUSINESS 348 Unternehmen zu ihren Aktivitäten im e-Business und ihren Erfolgen befragt. Die wichtigsten Ergebnisse der Studie:


-E-Business ist Chefsache

-Das Internet wird ein immer bedeutenderer Umsatzträger.
60 Prozent der e-Business-Investitionen haben sich bezahlt gemacht.

-B-to-B ist weiter auf dem Vormarsch.

Investitionen in den Servicebereich sind für die New Economy der entscheidende Erfolgsfaktor.
Klare Aussage der Studie: Alte und Neue Wirtschaft orientieren sich viel stärker aneinander, als noch vor Jahresfrist. Beide lernen aus den Fehlern der Anderen. Es gilt die richtige Balance zwischen sorgfältiger strategischer Planung und First-Mover-Vorteilen zu finden. Künftig wird eine Trennung zwischen "normalem" Business und e-Business unmöglich sein. Es wird nur noch erfolgreiche oder nicht erfolgreiche Unternehmen geben. Erfolgreiches Wirtschaften wird immer zu einem Teil e-Business sein. "Old und New Economy wachsen bis Ende 2002 zusammen", sagt Richter.


Die komplette Studie kann bei der Unternehmensberatung Putz und Partner angefordert werden.

Weitere Informationen lesen Sie in der Ausgabe vom 12. Febraur 2001. Zum NET-BUSINESS Testabo geht es hier entlang.

Preis der kompletten Studie 700 Euro.(mir zu teuer,ich muß nicht mehr überzeugt werden)

http://www.putzundpartner.de

[salko]

@eboerse

....und du wirst das zweite mal voll auf die Schnauze fliegen.....Salko

[Eboerse]

Na Salko

Bist Du Sabine?

[wagstefan]

Zu den Insiderverkäufen:

Was sind bitteschön 30000 Stk., wenn täglich 6 Mio Stk. umgesetzt werden????? Und ausserdem werden die Angestellten in Aktien bezahlt. Wenn sie also sich was leisten wollen, müssen sie Aktien verkaufen, d.h. wenn sie gewartet haben sollten, dass es wieder besser wird, dann haben sie irgendwann verkaufen müssen oder es war ihnen zu blöd noch länger zu warten, zumalen eine so große Unsicherheitherrscht!!
ich weiss zwar nicht, ob es sich so zugetragen hat, aber möglich wäre es schon, oder?

so long

[Eboerse]

AMR Research zurück von einem Besuch der beiden Unternehmen und mit neuen Details über die Partnerschaft,den Ausblick und den 2 neuen Produkten.

Buysite wurde Enterprisebuyer(war ja schon länger bekannt),Marketsite wird zu Marketset,drei Jahres Vertrag zur gemeinsammen Entwicklung von Software.
Die Zusammenarbeit zwischen Commerce One und SAP ist verdammt stark.
Keine Überlappung der eigenen Produkte,gemeisamme Entwicklungen werden zusammen vertrieben.
Klare Vorteile der Partnerschaft gegenüber anderen Konkurrenten.

Ich denke ja eine gemeinsamme Entwicklung von Produkten ist wesentlich billiger als teure Aquisitionen.
Noch dazu sind die Lösungen so konzipiert das sie problemlos integriert werden können.
Klarer Vorteil gegenüber Aquisition welche ja meist auf kompatible Schwierigkeiten mit Hauseigenen Software stößt.
Ich habe darüber bei Agile/Ariba gelesen und die Aussage hat Agile selber getroffen.

Ein toller Bericht von AMR Research,

Commerce One and SAP Are Turning an Odd Pairing Into a Dream Team
Thursday, December 07, 2000
Pierre Mitchell

The Issue: End-users want to know what to expect from the Commerce One and SAP partnership. AMR Research has been fielding many questions from end-users about the Commerce One and SAP partnership, and a small team from AMR Research has recently returned from California with the details. The two have signed a three-year deal to collaborate on development of interoperable enterprise class and collaborative applications. Each vendor will continue to own the intellectual property rights of their own applications, but will have the perpetual right to resell the other’s applications developed over that time period. The duo will also jointly market and support these applications.
Commerce One’s BuySite e-procurement application has been renamed to Enterprise Buyer Desktop Edition serving users who only have indirect procurement needs, while SAP’s Business-to-Business Procurement product has been renamed Enterprise Buyer Professional Edition and will serve users with indirect and direct procurement needs. Professional Edition will provide order planning, contract management. RFI/RFP, invoicing/settlement, and inventory integration. Commerce One’s MarketSite exchange platform will be renamed MarketSet, retooled to serve the needs of the Private Trading Exchange (PTE) and enhanced collaborative applications primarily developed by SAPMarkets, SAP’s US-based development arm. These collaborative applications are a combination of newly architected products and retooled versions of the mySAPcom components like CRM, APO, and BW.

End-users can get hosted procurement through MarketSet or can license the Enterprise Buyer e-procurement applications as corporate on-ramps. All products are due to be released in Beta by year-end 2000 and for general availability in Q101. Professional Edition (previously known as BBP 2.0c) will be able to utilize Commerce One’s new catalog management capability and also the Global Trading Web, but will still be based on the old Internet Transaction Server (ITS) architecture and SAP Workflow. The SAP Business Connector, which utilizes technology from webMethods, will merge with Commerce One’s XML Portal Connector.

AMR Research came away from the visit with a few major conclusions:


There is indeed strong evidence of collaboration. As in the Odd Couple sitcom, these players complement each other with the right amount of creative tension. Both firms need each other and bring different skills and products to the table, and joint leadership will be tested to work through the numerous cultural differences and implementation roadblocks that await. The partnership calls for 14 joint engineering teams, 2 joint business development teams, and 1 joint marketing team, based in Palo Alto, California. In addition to joint technology development, SAP also has a financial interest in the partnership, investing $250M in Commerce One.

SAPMarkets will play a pivotal role in privatizing the exchange, making e-procurement comprehensive, and adding key design and supply chain collaboration services – especially for the SAP manufacturing installed base. SAP has always been thoughtful defining integration between e-procurement and the back-office for requirements such as stockable goods, maintenance spares, services, and supplier self-service. AMR Research expects a steady release of new business scenarios to enable e-procurement beyond corporate non-stockable goods.

Plenty of product development and go-to-market work remains to be done. The good news: this is a deep, ambitious partnership. The bad news: it requires ambition to get the development and rollout work done:
SAP needs to get Professional Edition to work easily across multiple back-office environments, and deployed on a more commercially attractive application server than ITS.
SAP also needs to show that it can work effectively and simultaneously with SAPMarkets, Commerce One, and Microsoft.
SAP needs to create incentives for the sales force to sell Desktop Edition a product which Commerce One has intellectual property rights to, into SAP’s non-manufacturing verticals.
SAP also needs to figure out how to make SAP Workflow, Commerce One’s workflow, and Microsoft’s XLANG workflow environments work together.
SAPMarkets must also decide what technology platforms to support in the development of its collaborative applications. Porting to Microsoft 2000, incorporating Microsoft’s Biztalk and .NET efforts, and working with numerous standards bodies also adds to the workload.
Recommendations

Regardless of whether you’re an SAP user or not, there’s no reason why you should wait to pursue e-procurement initiatives. Although the direct procurement scenarios are yet available, most companies find great value in starting with indirect procurement in order to get the business units together to implement a joint success.

In comparing the SAP/Commerce One alliance to the i2/Ariba/IBM alliance, SAP/Commerce One indeed seem to be spending more proportionate effort on development than on marketing. AMR Research feels that SAP and Commerce One are not going to disappear from the application vendor market, have made both serious financial and pervasive organization commitments, and need each other. This creates a more substantive relationship than vendors who are increasingly overlapping their individual coverage for e-procurement, trading exchanges, and the supply chain.—Pierre Mitchell with Dave Boulanger and Bob Ferarri

[kleftiko]

SAP-Chef Plattner: Umsatzanteil von mySAP.com wächst bis Ende 2001 auf 75%

BERLIN (dpa-AFX) - Der Umsatzanteil von mySAP.com am Konzernumsatz der SAP AG SAP.ETR wird weiter steigen. "Bis Ende 2001 dürften es 75 Prozent oder mehr sein", erklärte SAP-Chef Hasso Plattner in einem Gespräch mit der "Welt" (Samstagausgabe). Im vergangenen Quartal habe er bei 63% gelegen. "Schon ab Mitte des Jahres werden wir praktisch nur noch MySAP.com verkaufen", erklärte Plattner.

Plattner räumte indessen ein, dass das "Dot-com" in der Bezeichnung der Geschäftssoftware wegen der Probleme vieler Start-up-Unternehmen einen "negativen Touch" bekommen habe. SAP habe es daher bei den Produktnamen schon fallen gelassen./jb

[Bimbes44]

in der letzten ausgabe der "telebörse" vom 08.02.01 ist ein
zweiseitiger artikel über die unterschiedlichen strategien
und aussichten der beiden b2b-firmen ariba und commerceOne.
neuigkeiten, die hier nicht längst gepostet und diskutiert
wurden, gab es nicht. fazit des artikels ist jedenfalls, daß
cmrc klar favorisiert wird auf grund der prozentualen
beteiligung an den transaktionen der verschiedenen elektronischen
marktplätze. ariba hingegen "nur" an der beratung und lizensgebung
profitiere.

amüsant ist die kaufempfehlung der redaktion:
kurs (in euro am 05.02.2001): 32,75
stop-loss-kurs (in euro): 27,00

das wäre ein realisierter verlust von knapp 20%
innerhalb von vier handelstagen.

Gruß
bimbes

[DimStar]

Diesen Kommentar von Forrester Research fand ich amüsant. Es ist eigentlich genau das was ich mir im ersten Moment gedacht habe. Ich hätte Adexa stärker eingeschätzt, aber offenbar gab es da in den letzten Monaten doch irgendwelche Probleme.

FreeMarkets Buys Adexa: A Lose-Lose Deal

February 9, 2001
FreeMarkets` acquisition of supply chain app vendor Adexa is an act driven by desperation. Compared with Ariba, FreeMarkets lacks the breadth and experience to sell Adexa`s capabilities. And Adexa only gains access to a bleeding customer base.

by Navi Radjou with Laurie M. Orlov



With its stock at an all-time low, reverse auction pioneer FreeMarkets has decided to boost its sagging fortunes. It announced on Thursday that it will buy privately held supply chain planning vendor Adexa for $340 million. FreeMarkets believes that the deal will help its reverse auction buyers to track demand, coordinate production schedules, and reduce inventory. Forrester believes that this is a lose-lose deal for both parties as:
FreeMarkets is biting off more than it can chew. FreeMarkets is following the path of Ventro and VerticalNet by seeking the warmth of lucrative software sales as the B2B climate gets frigid. But if FreeMarkets` intention is to use Adexa to help its buyers build private hubs for direct materials collaboration, it faces a huge set of challenges. It will have to match the software-provider breadth of rivals i2, Ariba, and Commerce One. Beefing up its sales and marketing staff will only worsen FreeMarkets` net losses -- $156 million last year.


Adexa is not going to get what it wants. When compared with the whopping $2.55 billion paid by Ariba for Agile Software, the price that FreeMarkets paid for Adexa was a bargain. Adexa expects that this deal will help expand its industry footprint beyond its two core markets -- automotive and high-tech. But FreeMarkets is already struggling to keep things moving. As firms tighten spending, FreeMarkets offers little incentive for repeat buyers. Adexa should have tied the knot with Ariba -- which would have paid a high premium for Adexa`s supply chain management software to round out Agile`s product content collaboration capabilities.

http://www.forrester.com/ER/Research/Brief/0,1317,11738,00.h…

[Mc.Money]

12.02.2001: Die Wiederauferstehung der B2B-Giganten
Die Nachrichtenlage ist chaotisch, die Risken sind immens. Die Aktien von Intershop
oder Commerce One sind am Rande der Wertlosigkeit. Lesen Sie im folgenden
Bericht, warum die einstige Super-Branche in wenigen Monaten wieder zu den
Top-Performern an den Weltbörsen gehören könnte.


Nach dem schlechtesten Börsenjahr, das der bald vier Jahre alte Neue Markt je
erlebte, waren die Hoffnungen der Anleger auf eine Trendwende im Jahr 2001 groß.
Doch die Eröffnung der Indizes am Morgen des 2. Januars ließ diese Hoffnungen in
den ersten Börsensekunden des neuen Jahres bereits zerplatzen. Der ostdeutsche
Softwarehighflyer Intershop hatte eine Gewinnwarnung über die Ticker und somit
sich selbst in ungeahnte Kurstiefen geschickt. Mit einem Index-Gewicht von mehr
als 7 % rissen die Papiere nicht nur den NEMAX 50 sofort mit, sondern sorgten auch
weltweit für noch mehr Panik im B2B-Sektor: Ariba, Commerce One, Interwoven,
BroadVision, Vignette und I2 Technologies brachen dem NASDAQ Composite schon
zur Börseneröffnung das Genick.


B2B-Aktien nahe ihrer Allzeit-Tiefs

Nach kurzer Erholungsphase gegen Ende Januar stellten am Freitag abend die
B2B-Werte an der NASDAQ erneut 52-Wochen-Tiefs auf. Ariba schlossen erstmals
seit dem August des Jahres 1999 unter 25 USD und damit rund 10 USD über dem
tiefsten Stand aller Zeiten. Den hatte das Papier, das am 23. Juni 1999 mit einem
Ausgabepreis von 23 USD sein Börsendebüt feierte, am ersten Handelstag bei
15,25 USD.

Auch die Aktien des Spezialisten für Content-Management (CM) Vignette fielen am
7. Februar gar im Tagestief auf das Niveau der Erstnotiz der Aktie, die Anfang des
Jahres 1999 festgestellt wurde. Verglichen mit dem Höchstkurs der Aktie bei fast
101 USD stellt dieser Kurs von 6,68 USD einen Verlust von mehr als 93% dar.


Die Ursachen der Krise

Doch diese Kursverluste, die repräsentativ für die Gesamtbranche sind, haben
Ursachen. Zunächst galten die scharfen Korrekturen, die alle B2B-Aktien betrafen,
als notwendige Gegenbewegung, die auf eine Kursübertreibung, wie man sie bis in
den März 2000 gesehen hatte, folgen musste. Die Analysten, die eine Intershop mit
Kursziel 200 Euro empfohlen hatten und aus den namhaftesten Bankhäusern der
Welt kamen, passten ihre Kursziele aufgrund der Marktkorrektur nach unten an. Sie
hielten jedoch ihre „Strong Buy“-Urteile aufrecht und wurden auch bis in das dritte
Quartal hinein durch erstklassige Ergebnisse und atemberaubendes Wachstum in
ihren Ansichten bestärkt. Als sich dann aber im vierten Quartal des Jahres 2000 die
Wolken am Internethimmel immer schneller verdunkelten, nahmen die ersten
Analysten ihre Gewinnschätzungen leicht zurück.

Mit der Gewinnwarnung des einzigen relevanten Nicht-Amerikaners Intershop war
dann das Ausmaß der Wachstumsproblematik im Internet klar. Die Jenaer hatten im
Abschlussquartal des bis dahin überragend erfolgreichen Jahres 2000 die Probleme
in den USA nicht mehr unter Kontrolle halten können. Sodass die Bombe, die im
dritten Quartal zu ticken begonnen hatte, als die USA-Strategie plötzlich bedeutend
teurer geworden war, als ursprünglich veranschlagt, explodierte. Stephan
Schambach - das Wunderkind der deutschen New Economy – ließ über seinen CFO
melden, dass man im vierten Quartal mehr Geld verloren habe, als man umsetzen
konnte. Die Analysten und Anleger waren geschockt. Parallelen zum Fall EM.TV
wurden zunächst schnell gesucht. Doch während EM.TV unabhängig von einer
Branchenschwäche sich einfach verplant hatte, stellte sich bald heraus, dass der
US-amerikanische B2B-Markt in der Tat einfach langsamer wuchs, als zunächst von
allen Experten und Managern angenommen. So brachen die Aktien von Vignette
Software nach Vermeldung der Ergebnisse für das vierte Quartal 2000 ebenfalls um
mehr als 60 % an einem Tag ein.


Haben die B2B-Manager ihren Nimbus verloren?

Der Fall Vignette weist umfangreiche Gemeinsamkeiten zum Fall Intershop auf. Das
Management hatte sein Unternehmen von je her exzellent präsentiert. In den USA
wurde die Firma regelmäßig unter den fünf schnellstwachsenden Konzernen des
Landes gelistet. Das Produkt von Vignette, die im B2B-Bereich sich mit der
Subbranche CM beschäftigen, gilt als technologisch absolut führend. Die Software
V/5 hat ähnlichen Status in ihrer Branche erlangt, wie das von allen wichtigen
Marktforschungsunternehmen als führend gerankte Intershop-Flagschiff „enfinity“.

Auch die beiden Erzfeinde von Intershop und Vignette, nämlich BroadVision und
Interwoven, vermeldeten, gepatzt zu haben. Anleger sollten sich überlegen, ob sie
sich trauen, dem bis zu den jüngsten Vorfällen so makellosen Management der
beiden Firmen wieder Vertrauen zu schenken. Hierbei muss die Frage beantwortet
werden, ob die schlechten Ergebnisse aus dem vierten Quartal nur auf einen
schwachen Markt zurückzuführen sind, oder ob das Management auch verheerende
Fehler begangen hat.


Gibt es ein Intershop-Comeback?

Intershop hat diese Frage für sich schon beantwortet. Die Ergebnisse auf
europäischem Boden waren mit einer Steigerung von 22 % gegenüber dem dritten
Quartal sensationell, so dass man bei Intershop das US-Management für die
schlechten Zahlen verantwortlich macht. Der Maßnahmenkatalog bei Intershop wird
von den Analysten jedenfalls als positiv bewertet. Doch da das Unternehmen nun
Anlegervertrauen zurückgewinnen muss und am 31. Januar einen so verhaltenen
Jahresausblick gab, finden sich in der Datenbank zu Intershop fast ausschließlich
Verkaufs- und Halteurteile. Nicht ganz so schlimm hat sich das Bild bei BroadVision
verfinstert. Hier sahen von 25 US-Analysten Mitte Januar 23 in der Aktie einen Kauf.
Jetzt sind es zwar nur noch 14, doch als „Verkauf“ wird der Titel immer noch von
keinem Analysten eingestuft.

Intershop erfüllt im derzeitigen Kurstal alle Voraussetzungen, um zu einer der
interessantesten Turn around-Spekulationen des Jahres zu werden. Ein
Top-Produkt, sowie eine dominante Marktstellung auf europäischem Markt und ein
globaler Elite-Kundenstamm müssten dem einst so hochgepriesenen
Elite-Management der Firma genügen, um die Kurve zu kratzen, zu mal das
Cashpolster für eine Sanierung vorhanden wäre.


Der Mythos von der anstehenden Marktbereinigung

Viele Analysten sehen Intershop und Vignette nun als Kandidaten, die eine
Marktbereinigung nicht überleben würden. Es bleibt die Frage offen, ob diese
Experten sich ausreichend damit beschäftigt haben, was „Marktbereinigung“
wirklich bedeutet. Denn diese hat im B2B-Sektor schon längst begonnen bzw.
stattgefunden. Zu den Verlierern dieser Marktbereinigung gehören der ehemalige
uneingeschränkte Weltmarktführer Open Market, Gauss Interprise oder Ventro.
Letzt genannte Firma galt Analysten noch vor 12 Monaten, als die damalige
Chemdex sich in Ventro umbenannte, als das Non-Plus-Ultra der Branche. Das
Unternehmen, das zuletzt keine 80 Mio. USD Börsenwert mehr hatte, wurde damals
bei einem Marktwert von mehr als 11 Mrd. USD mit angeblichen Kurspotentialen von
mehreren 100 % rund um den Globus zum Kauf empfohlen. In Deutschland priesen
Hornblower Fischer und „Der Aktionär“ Chemdex als die Verbindung von B2B und
Biotechnologie an und sahen in Chemdex den Mega-Konzern der Zukunft.

Heute – nur ein Jahr später – ist die Firma ein Kandidat für die nächste
Delisting-Runde an der NASDAQ. Der B2B-Sektor, der dreigegliedert gesehen
werden muss, umfasst aktuell sechs weltweit bedeutende Firmen. Im CM und CRM
(Customer-Relationship-Management) sind dies Interwoven und Vignette, im
B2B-Sellside-Bereich sind dies BroadVision und Intershop und im
B2B-Buyside-Bereich sind dies Ariba und Commerce One. All diese Firmen erfüllen
die Voraussetzungen, langfristig erfolgreich zu sein. Bei zwei relevanten
Spezial-Anbietern pro Branche spielt es kaum eine Rolle, dass hier und da Firmen,
wie Siebel Systems, IBM, SAP, Oracle und I2 Technologies sehr engagiert
mitspielen. Die Wahrscheinlichkeit, dass der Markt Platz für einen weiteren Anbieter
hat, ist vermutlich höher zu bewerten, als die Gefahr, dass eine der genannten
Firmen aus dem Rennen rausfliegt.


Die Buyside-Anbieter sind weiterhin fit

Auffälliges Merkmal der letzten Ergebnis-Saison ist, dass die Anbieter von
Buyside-Software die geringsten Komplikationen erfuhren. Ihre Ergebnisse und
Ausblicke waren im Verhältnis zu den Erwartungen die besten. Dem Anleger, der in
B2B investieren und dabei nicht Kopf und Kragen riskieren will, können daher diese
Softwaretitel am ehesten empfohlen werden. Bei Ariba wird für das Geschäftsjahr
2000/2001 mit einem Ergebnis von 0,26 USD pro Aktie gerechnet. Im Folgejahr
erwarten die Analysten im Konsens 0,46 USD, so dass Ariba mit einem „moderaten“
2002er KGV von etwa 50 gehandelt wird.

Bei Commerce One, dem Erzfeind von Ariba, der in seinem Geschäft im Gegensatz
zu Ariba nicht am Verkauf der fertiggestellten Internetsoftware verdienen will,
sondern sich an den auf seinen Seiten generierten Umsätzen beteiligen lässt, wird
für 2001 mit einem Minigewinn gerechnet. 2002 will man dann pro Anteil 0,34 USD
verdienen. Das Geschäftsmodell ist, wie das Investment in die Aktie, riskanter, aber
könnte auf lange Sicht auch mehr Ertrag bringen.

Auch NASDAQ-100-Mitglied I2 Technologies, das mit Ariba und IBM das größte
B2B-Projekt der Welt in Form eines Autozulieferer-Marktplatzes realisieren will,
sollte in den nächsten beiden Jahren profitabel arbeiten. Für 2002 werden 0,52 USD
von den Analysten erwartet. In 2001 sollen es aber auch immerhin schon 0,37 USD
sein. Das KGV für 2002 bei I2 liegt also bei stolzen 80.


Die Übernahmephantasie fährt immer mit

Doch auch die Buyside-Anbieter zogen die Wut der Anleger auf sich. Allen voran die
eben noch gelobte Ariba. Das Unternehmen meldete am 29. Januar die Übernahme
von Agile Software für einen Aktientausch mit einem Volumen von satten 2,5 Mrd.
USD! Agile wird die Marktplätze von Ariba, die reine Einkaufsinstrumente darstellen,
um die Funktionen des Prozessmanagements verstärken. Doch dies war nicht der
Schachzug, den Analysten von Ariba-CEO Krach erwartet hätten. Die hatten nach
den Kurseinbrüchen bei Intershop und Vignette mit dem aggressiven Einstieg von
Ariba entweder in den Sellside-Markt gerechnet oder aber eben eine Übernahme
des Ariba-Kooperationspartners Vignette verlangt. Da halfen weder die
Beteuerungen von Ariba etwas, die schon für 2002 von einem „Return on
Investment“ in Form entsprechender Ergebnisbeiträge sprachen, noch dass die
Analysten selber nur wenige Tage später ausrechneten, dass Ariba weitere
Übernahmen tätigen müsse.

Neben Intershop und Vignette gilt vor allem Commerce One schon seit langem als
Übernahmekandidat. Interesse an den genannten Firmen werden vor allem SAP,
Siebel Systems, Oracle und IBM nachgesagt. Im Falle SAP scheint die realistischste
Variante zunächst der Kauf von Commerce One zu sein, die eine umfangreiche
Kooperation mit SAP und Intershop unterhalten. Grundsätzlich darf aber weiterhin
sehr umfangreich spekuliert werden. Doch nachdem letzten Donnerstag der
nächste Knaller bekannt wurde, beginnt jetzt wohl der richtig heiße Tanz.
Freemarkets, Betreiber von Auktionsplattformen im B2B-Bereich, kaufte den
Konkurrenten Adexa. Die US-Investmentbank Wedbush Morgan empfahl daraufhin
den Titel mit einem 12-Monats-Kurspotential von - mal eben so – 300 % (!) zum
Kauf. Analysten rechneten nach der Übernahme vor, dass Ariba Gefahr laufe, in den
Ranglisten der technologisch besten Produkte aus den Top 5 herauszufallen.

Zu den damit gefährdetsten Übernahmekandidaten ist Manguistics (NASDAQ-Ticker:
MANU) aufgestiegen. Dem Unternehmen wird nachgesagt, für Großkunden eine der
interessantesten Technologieplattformen überhaupt anzubieten. Sollte der Druck
auf Ariba tatsächlich so groß sein, wie die einst für den B2B-Sektor noch so
euphorischen Analysten behaupten, dann ist dieser Schritt für Ariba nur eine Frage
der Zeit.


Fazit

Die sechs in diesem Artikel schwerpunktmäßig behandelten Aktien sind Wertpapiere
von Unternehmen, die langfristig interessante Grundlagen bieten, um im
Wettbewerb überleben zu können. Während die Buyside-Spezialisten dabei auf
Sicht von mehreren Jahren wieder akzeptable fundamentale Bewertungen
aufweisen, besteht das Kurspotential bei Intershop und Vignette in der denkbaren
Überraschung, dass der Geschäftsbetrieb ab Mitte des Jahres die gedämpfte
Erwartungshaltung schlagen kann. Scheitern diese Firmen trotzdem, so spielt die
Übernahmephantasie in hohem Maße mit hinein. Die Ariba-Übernahme von Agile, für
die das 45fache des 2000er-Umsatzes von Agile bezahlt werden musste, beweist,
dass in der Branche weiterhin Geld für Unternehmen vorhanden sein müsste, die
„nicht einmal“ mit dem 10fachen ihrer 2000er-Umsätze bewertet werden und dabei
weltweit führende Technologien verkaufen.

[SteffenP]

http://www.upside.com/Adam_Feuerstein/3a884c431_yahoo.html


Commerce One passes Ariba
February 13, 2001 03:00 AM ET



What I think I know about the b-to-b sector:


Call it a psychological victory for the folks at Commerce One (CMRC): The company`s stock is now trading higher than Ariba (ARBA), the first time that`s happened in more than a year. Commerce One closed Monday at $24.31, Ariba at $23.88.

But Commerce One investors shouldn`t party too hard. Ariba is still more valuable than Commerce One, based on their respective market capitalizations. And Ariba posted a pro forma profit during the last quarter, while Commerce One still operates in the red. Let`s also remember that both stocks are down more than 70 percent for the year.


But hey, why spoil a party with pesky details.



Commerce One executives are probably taking a blasé approach to Monday`s stock move. After all, the Ariba rivalry is so yesterday.

At its analyst day last week, Commerce One executives stressed several times that i2 Technologies (ITWO), and not Ariba, is the big rival in b-to-b these days. Why the change to the competitive matrix? It`s all about marketing and public relations spin. Remember that the focus of b-to-b is shifting away from simple Internet procurement and public marketplaces and toward supply chain and private marketplaces.


Which company is slumping because it`s most closely identified with "old school" b-to-b? Answer: Ariba. And which company is soaring because it`s hooked into the "future" of b-to-b? Answer: i2.


So, if you`re Commerce One, trying to have investors link you to i2 instead of Ariba is a no-brainer.



To be fair, Commerce One isn`t just blowing smoke, here. Again, at its analyst day, the company reiterated its bullish forecast for 2001 and talked at length about the good news coming from its partnership with SAP (SAP).

Commerce One will release a new version of its MarketSet software at the end of the month, which will include supply chain and collaborative commerce capabilities from SAP. This new product will play a big role in Commerce One`s relatively new push into building private marketplaces. The company expects to build many of these marketplaces for the 13,000 SAP customers.


SAP accounted for 20 percent of Commerce One`s license revenue in 2000. That figure is expected to reach 35 percent of license revenue in 2001.



B-to-b auctioneer FreeMarkets (FMKT) is generally getting good play from its purchase of supply chain software maker Adexa, but one nagging question should worry investors: Why isn`t Adexa growing?

To recap, Adexa`s revenue growth over the past six months of 2000 has been virtually nil, according to the company`s registration statements on file with the Securities and Exchange Commission. In fact, depending on how you figure Adexa`s year-end revenue -- estimated to be between $50 million and $52 million -- the company`s revenue may have actually fallen during the fourth quarter.


Now, FreeMarkets picked up Adexa at a pretty cheap price, but is there trouble ahead due to Adexa`s apparent inability to capitalize on the supply chain craze gripping the b-to-b market these days? Supply chain software -- especially the Internet-ready versions sold by Adexa -- is red hot, so why isn`t the company selling more product?


At this point, executives with FreeMarkets and Adexa aren`t answering the question.



Psst, i2 is sneaking into the healthcare sector.

I say "sneaking" because the company is being uncharacteristically low-key about its healthcare moves. But make no mistake about it, this could be a big deal for i2, mainly because the healthcare industry is dying (literally) for a healthy dose of e-business medicine.


In early January, i2 inked a strategic partnership -- including a small equity investment -- with Neoforma (NEOF), which is trying to build an online marketplace for the healthcare industry. Neoforma has been able to sign up a lot of buyers -- mainly hospitals -- but it has not done so well on the supplier side. Allowing buyers and suppliers to share supply chain data, and allowing buyers to source products from suppliers, are i2`s strengths.


But i2 didn`t have much of a presence in the healthcare supply business -- stuff like tongue depressors, stethoscopes and other medical equipment. So, in order for the Neoforma partnership to really work, i2 needed to bolster its healthcare supplier content.


And that`s what the company did on Monday, inking a partnership with New Health Exchange, a joint venture of some of the largest healthcare distributors -- AmeriSource Health (AAS), Cardinal Health (CAH), Fisher Scientific International (FSH) and McKesson HBOC (MCK). Terms of the deal call for New Health Exchange and i2 to build and market a universal product catalog that aims to simplify and streamline online purchasing between hospitals and healthcare suppliers.


The sorry fiscal shape of this country`s health care system -- where cost overruns are rampant and hospitals bleed red ink -- is ripe for some of the operational efficiencies promised by b-to-b.


Ironically, i2 ended up in the morgue with its first b-to-b health care customer. In September, the Global Health Care Exchange -- an industry-sponsored marketplace -- dropped the Alliance -- the b-to-b partnership of i2, Ariba and IBM -- as its technology partner.


That wound appears to have been only skin deep because i2, with its latest health care deals, appears to have healed completely.

[kleftiko]

ChinaEB Chooses Commerce One to Establish China`s First Comprehensive e-marketplace; Commerce One continues strong e-marketplace leadership in Asia


BEIJING, Feb 13, 2001 (BUSINESS WIRE) -- Commerce One, Inc. (Nasdaq: CMRC) today
announced that they will be providing e-marketplace solutions to ChinaEB, the
Internet arm of the State Research Information Technology (SRIT) Co. Ltd. The
announcement signifies the formation of the mainland`s first comprehensive
e-marketplace that will target the development and adoption of
business-to-business (B2B) e-commerce and enable Chinese companies to conduct
business in the global e-marketplaces.


-- Total e-transactions in China in 1998 was US$170 million

-- Total e-transactions in China in 2004 is estimated to be US$82
billion

-- Total e-transactions in Asia Pacific in 1998 was US$2.5
billion

-- Total e-transactions in Asia Pacific in 2004 is estimated to
be US$903 billion

(Source: Gartner)

By offering leading e-marketplace solutions provided by Commerce One, ChinaEB
plans to link industry sector marketplaces (horizontal and vertical) in China to
the company`s portal. ChinaEB also plans to provide e-commerce related services
- ranging from strategy consultation through to integration, implementation and
operational maintenance -- to Chinese businesses wanting to adopt e-commerce
strategies.

Li Ming, Chairman of ChinaEB, said: "ChinaEB possesses strong technical
development resources as well as integration and implementation capabilities. By
combining our own strengths and local expertise with those of a global
e-commerce software leader such as Commerce One, we will offer companies that
wish to deploy e-commerce strategies with a world-class portfolio of value added
services and solutions to empower Chinese companies to conduct business in the
global e-markets effectively and efficiently. We fully expect ChinaEB to become
a vital e-commerce gateway for Chinese businesses wanting to connect to the rest
of the world."

In the alliance with Commerce One, ChinaEB will be able to offer world class B2B
technology and transaction platforms that will offer local language software
solutions (including English), local content, local implementation and support
and a host of other related services. In addition, the ChinaEB`s partnership
with Microsoft and HP will give its customers access to leading software and
hardware technologies that will help Chinese companies effectively transition
into world-class B2B e-commerce companies.

ChinaEB`s e-marketplace aims to engage all market makers in a broad range of
industries such as construction, automotive, energy, mining, and others, to help
stimulate links within the country and increase trade -- via the World Wide Web
-- between companies in China and the rest of the world.

"Our strategic alliance with one of China`s leading e-commerce companies
represents a major milestone in moving more Chinese companies onto the Web,"
said Lloyd Oki, Vice-President and General Manager, Commerce One, Asia Pacific.
"With the backing of SRIT, this agreement with ChinaEB signifies the importance
that Chinese government and business leaders place on leading China into the
competitive global e-commerce environment, especially at a time when the country
is on the verge of setting a new precedent in global trade with their inclusion
into the ranks of the WTO."

As a Commerce One alliance partner, ChinaEB will offer Chinese companies
unprecedented access to a vast network of suppliers and buyers around the world
via the Commerce One Global Trading Web(TM), the world`s largest B2B trading
community, which currently includes 141 leading e-marketplaces worldwide powered
by Commerce One.

"China`s domestic business-to-business trade is the backbone of the country`s
economy, but little of this is Internet related today," said Li Ming. "With WTO
entry and amid the continuing reform of state-owned enterprises and the
modernization of business in China, the market is primed for the entry of B2B
e-commerce technologies. By providing comprehensive local language solutions,
content and services, ChinaEB will not only empower vertical and horizontal
marketplaces to conduct trading in a more cost-effective manner, but they will
have the real potential of enabling e-commerce to companies which otherwise
would not have had the opportunity to extend their business reach via the
Internet," continued Mr. Li.

In addition to providing English language versions of the company`s leading
e-marketplace solutions in Asia, Commerce One is currently able to offer several
of its solutions in some Asian languages such as simplified and traditional
Chinese, Japanese and Korean.

[81245]

14.02. 09:31
Commerce One: erster China - Deal
--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Das B2B Unternehmen Commerce One konnte mit dem Auftrag von ChinaEB dem Internet-Arm der staatlichen Research Information Technology Co. die Errichtung des ersten umfassenden e-Marktplatz in China in Angriff nehmen, womit auch chinesische Unternehmen zukünftig von B2B E-Vommerce profitieren werden.

In China soll der Umfang der E-Transaktionen von $170 Mio. in 1998 auf ca. $82 Mrd. in 2004 ansteigen. Im gesamten Asia-Pacific Raum wurden 1998 $2,5 Mrd E-Transaktionen umgesetzt, welche bis 2004 auf $903 Mrd. geschätzt werden. ChinaEB beabsichtigt gemeinsam mit Commerce One auch auf dem Bereich der B2B Services und Consulting zu kooperieren. Weitere Partner von China EB sind u.a. Microsoft und HP.

[RolfBraun]

hehehe...

Hoffman ist sehr umtriebig. 82Milliarden in China!
WOW!
Wenn CMRC von diesem Kuchen nur 25% abschneidet wären das über 20 Mrd. USD für 2004.
Ich denke das dies auch eine weitere Frucht der SAP-Alliance ist.

-Rolf-

[SteffenP]

http://www.thestreet.com/_yahoo/stocks/upshot/1304743.html


The Upshot: Small Conference Crowd Shows Ariba`s Box Office Draw Dwindling
By Joe Bousquin
Senior Writer
2/13/01 5:03 PM ET

LA QUINTA, Calif. -- Just a little more insight on the waning interest in the Ariba (ARBA:Nasdaq - news) investment story from the sunny environs of Southern California.

Namely, when the business-to-business software maker presented here at the Goldman Sachs Investment Symposium on Monday, there were plenty of open seats.

Previous Upshots

The Upshot: Music Companies, Napster and the Endless Sleep
The Upshot: Blodget Can`t Be a Softie on Net Stocks Anymore
The Upshot Archive
That`s a big change from what`s usually been the case with the company at these investing conferences. Last fall, at a Banc of America conference in San Francisco, it was standing room only for those who wanted to hear the Ariba story.

Of course, that was before The Conference Call. You know the one -- the one where Ariba started doing funny things with its numbers and lost the Street`s trust. Now it seems to be losing its interest as well.

Now, Ariba`s not alone among fading stars; there were also open seats available for the VerticalNet (VERT:Nasdaq - news) presentation here. Of course, that stock has been going through a transition story, and investors have shied away from it for a while. There were days, though -- think spring of 2000 -- when VerticalNet could pack them in as well. Not these days. Maybe sometime, but not now.

Now, the companies that are in the Standing Room Only Club include names like i2 Technologies (ITWO:Nasdaq - news) and PeopleSoft (PSFT:Nasdaq - news).



Both of those companies created fire hazards with their presentations. Both are in the now white-hot business-software space. That will one day cool as well, but for now, well, just get to their presentations early.

As for Ariba, there`s a reason the stock has been notching new 52-week lows. The company, which once defined its industry as the king of B2B, now seems to have lost its crown. Whether it can get it back will depend on its ability to compete with bigger, more established software firms such as the ones mentioned above, and regain its credibility on Wall Street. That won`t be an easy task.

You can crunch numbers all you want, but sometimes it`s the more subjective data that tell the investing story.

[SteffenP]

http://www2.marketwatch.com/news/yhoo/story.asp?source=blq/y…

Big investors wait to buy tech stocks


By Mike Tarsala, CBS.MarketWatch.com
Last Update: 3:53 AM ET Feb 14, 2001

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LA QUINTA, Calif. (CBS.MW) -- Some of the world`s most influential investors descended on the desert towns near Palm Springs, Calif. this week seemingly to sit poolside, rather than to buy stocks.
Many of the world`s most valuable tech companies encouraged more than 1,000 investors to take the plunge and invest in the choppy tech market at the annual Goldman Sachs Technology Investment Symposium held at the La Quinta Resort.

But just as Jacuzzis at one of the conference`s adjoining hotels stopped gurgling due to a power outage blamed on California`s energy crisis, the water just didn`t seem right.

"This is a tough time to be pounding the table on many of these tech names," said Laura Conigliaro, one of Goldman`s most influential analysts. "We are mindful of what`s happening with the tech tape, and unless investors have a 12-month time frame, it doesn`t make sense to step up and buy many tech names now."

Fund managers attending the conference echoed Conigliaro`s negative near-term sentiment. During conversations in the halls, they said they saw few or no companies they wanted to add to their portfolios near-term. Citing the high price of stocks on the Nasdaq 100, a dearth of earnings among cheaper stocks, and the expected spate of corporate profit warnings in March, nothing seemed to catch investors` eyes.

Nothing, that is, except for the hyper-growth, ultra-expensive software stocks. Recovery in these stocks appears to be key if investors are to once again dip more than just their feet in the tech market.

Investors who shunned most of the tech names at the conference overflowed the halls of a few young, high-flying companies including Ariba (ARBA: news, msgs) , I2 Technologies (ITWO: news, msgs) and Siebel Systems (SEBL: news, msgs) . They complained of the companies` excessive stock values. Still, institutional and private investors sat riveted through presentations that gave little added vision into future sales.

It doesn`t make sense, right? Investors remain wary of the tech market, and many don`t see a near-term recovery. Even Goldman`s analysts are afraid to say precisely when the tech market will start a sustainable rebound - although they`re encouraging investors to jump into tech stocks in a big way four-to-six months ahead of an economic comeback.

But looking at currently overpriced tech leaders makes every bit of sense to investors with a long-term outlook. Institutional investors aren`t looking to buy the software stocks immediately. Instead, many are trying to time the market for a chance to get in on fast-growing companies when shares hit their troughs.

Rick Sherlund, head of Goldman`s tech group, says that investors want to use the beaten-down stock market as an opportunity to buy the handful of companies that could define the next generation of computing over the next five years.

That opportunity will come for buy-and-hold investors, he said.

It can be argued that Sherlund`s words should be taken somewhat lightly, since analysts have an angle to their investment advice. Goldman has an interest in touting shares of I2, PeopleSoft and others because the firm made early investments in those companies.

Those are hardly the only companies Goldman is touting, however. Sherlund seems to be aggressively talking up shares of Ariba, among others - a company with while Goldman has no investment. Besides, Sherlund has one of the best track records in the analyst business.

It should be noted that the Goldman conference also gave traditional tech juggernauts including EMC (EMC: news, msgs) and Oracle (ORCL: news, msgs) a chance to assuage investors that their strong business outlooks are for real. EMC and Oracle had much more to gain by hyping their successes than Goldman Sachs.

Old hands in the investment world seemed to take strong growth from a handful of companies with a grain of salt: They remain skeptical. The overall mood remains negative.

But it`s not as negative as some individual investors may think. Investment professionals had at least a few positive remarks about the state of the market, especially in light of Fed Chairman Greenspan`s word of a better-than-expected economic outlook.

"The exceptional weakness so evident in a number of economic indicators toward the end of last year apparently did not continue in January," Greenspan told the Senate Banking Committee Tuesday.

Underscoring the importance of technology in the mix, Greenspan went on to suggest that technology will continue to lead the economy, while it helps other industries via productivity enhancements. The message is that tech will rise again, given time.

The news wasn`t lost on conference attendees.

"While there`s negativity out there in the market, a lot of the big thinkers and big players are starting to believe wholeheartedly that this slowdown may be just for another two, or three quarters maximum," said Paul Kirkitelos with KVM Capital in Los Angeles. "And they`re planning for the ramp back up."

That means that investors are once again turning their attention, if not their pocketbooks, over to technology leaders. Money managers are hoping to ride fast-growing stocks to big gains in the long run once the market recovers.

Long-term investors should be cautiously optimistic about overall tech investment, according to Sherlund. Greenspan`s words are somewhat heartening.

That doesn`t mean, however, that the hard times are over. The next couple of quarters could be disappointing on the earnings front, according to Sherlund. He says the upcoming March quarter represents a significant hurdle for investor sentiment.

After that, things might start to be OK. But he warns that the recovery could be slower than many investors anticipate. A sharp V-shaped tech market correction seems unlikely.

"The market is telling us this looks like a U-shaped recovery," Sherlund said. "The March quarter could be tougher than we all think, and things could get better more slowly, as opposed to getting a quick-fix."

In the meantime, the big investors are sitting tight - although not in their hot tubs.

[Forsyth]

@eboerse,

warum nur 20 %.wir wollen doch A L L E S!
wir wollen die anderen doch nicht besiegen, sondern doch vernichten;-)

viel spaß noch

Gruß Forsyth

[Eboerse]

Commerce One invites you to eLink(TM) 2001 -- Borders Become Bridges,
February 19-21, at the International Congress Centre, Berlin Germany. At
this premiere industry event you`ll hear from B2B leaders who have addressed
the e-commerce challenges and are delivering real-world solutions:

-Matthias Wissmann, MP, Chairman of the Economic & Technology Committee of
the German Federal Parliament
- Nicholas Negroponte, Co-Founder and Director, MIT Media Laboratory and
Author, "Being Digital"
(http://nicholas.www.media.mit.edu/people/nicholas/)
- Robert Kimmitt, President and Vice Chairman of the Board, Commerce One
- Hasso Plattner, Founder and Chief Executive Officer, SAP AG
- Chuck Donchess, Executive Vice President and Chief Strategy Officer,
Commerce One
- Enrico Digirolamo, Chief Executive Officer (Acting), Covisint

Learn how to save millions on procurement and increase revenues and receive
answers to bottom-line questions in breakout sessions on topics such as:

- Conducting e-business in a global economy
- B2B applications and services
- Building your e-marketplace using proven deployment methods

Don`t get left behind. Register today at http://www.elinkconference.com.

Commerce One
MANY MARKETS. ONE SOURCE. (TM)


Global Sponsors:
Accenture, Cap Gemini, Ernst & Young, Compaq Computer Corporation, Intel,
Microsoft, PricewaterhouseCoopers, and SAPMarkets

Media Sponsors:
Business Week Europe, and The Wall Street Journal Europe

[Eboerse]

Thursday February 15, 1:36 pm Eastern Time
Press Release
Commerce One Global Services Signs Deal With Naval Sea Systems Command To Launch First Government Private E-Marketplace
Industry Heavyweights CSC, IBM and Exostar Team Up With Commerce One to Develop Private E-Marketplace for Navy Services Contracts
PLEASANTON, Calif.--(BUSINESS WIRE)--Feb. 15, 2001-- Commerce One, Inc. (Nasdaq:CMRC - news), the leader in global e-marketplace solutions for business, today announced that it has been awarded a contract with the Naval Sea Systems Command (NAVSEA) Support Services Acquisition Program Office to develop a private e-marketplace to support its Multiple Award Contract (MAC) program. The private e-marketplace will allow for planning, awarding and monitoring of all professional support services, as well as capturing business intelligence for improved decision making, acquisition planning and funds management.

Commerce One Global Services intends to help companies and government agencies plan, build, implement and operate both public and private e-marketplaces, as well as provide on-ramps to buyers and sellers looking to participate in any e-marketplace.

NAVSEA anticipates that the MAC program will manage between $200-300 million a year in Services contracts. The private e-marketplace is being developed for NAVSEA to improve efficiency within the professional support services acquisition process. This is the first government private e-marketplace that focuses on automating acquisition of Services contracts. Its implementation is part of the NAVSEA`s Contract Effectiveness Working Group objective of savings $250 million between 2001-2005.

Commerce One is the prime contractor and will provide the necessary infrastructure to run the private e-marketplace. ``Creating private e-marketplaces is not just about connecting buyers and sellers, it`s about opening new lines of communication and increasing collaboration for a community,`` said Bob Kimmitt, vice chairman and president, Commerce One. ``Working closely with CSC, IBM and Exostar, we expect that this private e-marketplace will provide NAVSEA with a mechanism to lower their contracts management costs and improve their decision making processes.``

``We saw the potential for a private e-marketplace and how we could benefit, but we realized that the most important task would be to select the right industry partners to implement such a program,`` said Captain Huff, NAVSEA. ``The key was to select a team of industry leaders who had proven expertise in developing e-marketplaces, robust Commercial Off the Shelf e-business applications, and ability to integrate Navy backend systems. The combination of Commerce One, CSC, IBM and Exostar represents the best value to the Navy.``

CSC will help customize this private Navy e-marketplace by providing legacy system integration, supply chain consulting services, and Navy procurement process expertise. ``NAVSEA is undergoing a major transformation in how it does business and the creation of a private e-marketplace will allow the Navy to reduce costs by managing its Services contracts more efficiently,`` said Maurice Gauthier, vice president, CSC`s Advanced Marine Center. ``The Navy has very high expectations of this functionality, and the team of Commerce One, CSC, IBM and Exostar is prepared and committed to meet them.``

IBM will contribute its e-business consulting services. ``IBM looks forward to bringing the NAVSEA team our expertise in e-commerce, e-procurement, along with our extensive commercial expertise in procurement reengineering,`` said James Boyer, IBM project executive.

Exostar Aerospace/Defense exchange will serve as the connection between NAVSEA MAC Portal and the MAC Services contractors. ``Exostar is very pleased to be working with Commerce One, CSC, and IBM to lay the foundation of a new ecosystem for the Naval Sea Systems Command,`` said Andy Plyler, CEO of Exostar. ``Through the integration of private and public e-marketplaces, we intend to deliver a new level of efficiency across the supply chain and we are very excited to be part of this program.``

About Commerce

One Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at 800/308-3838 or 925/520-6000 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 and Exchange Act of 1934, as amended. These forward-looking statements include statements concerning the e-business consulting services to be provided by Commerce One Global Services and the expected benefits to be gained by NAVSEA as a result thereof, including lowered contracts management costs and improved efficiency in decision making processes. Any statements contained in this press release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. The words ``anticipate,`` ``believe,`` ``estimate,`` ``expect,`` ``intend,`` ``may,`` ``plan,`` ``project,`` ``should``, ``will`` and similar expressions as they relate to Commerce One are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of Commerce One, and all forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. These risk factors include, but are not limited to, the risk that the services provided may not meet user expectations, the extent of customer adoption and utilization of the services provided, actual efficiencies and economies of scale may not be as pronounced as those anticipated, general 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 10-Q for the quarter ended September 30, 2000.

Note to Editors: Commerce One, Many Markets. One Source. Global Trading Web, Commerce One.net, 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., SAP AG, and SAPMarkets. All other company, product, and brand names are trademarks of their respective owners.

[buck.]

I2 TECHNOLOGIES: i2 and BroadVision provide a comprehensive sell-side e-commerce marketplace solutionGlobal partnership announced at PLANET2000 San Diego is launched in Europe, Middle East, and Africa
Feb 15, 2001 (M2 PRESSWIRE via COMTEX) -- i2 Technologies and BroadVision have announced their partnership in EMEA (Europe, Middle East and Africa) to deliver a comprehensive e-commerce solution. This results from a joint development agreement announced at i2`s PLANET(r)2000 San Diego industry conference in October 2000. The combined offering is designed to integrate i2 TradeMatrix(tm) CRM and i2 TradeMatrix Content Solutions with the BroadVision suite of e-commerce and relationship management applications to create a best-of-breed solution for managing the entire e-commerce value chain.

The solution is aimed at companies that want to accelerate their time-to-market and reduce cost of ownership as they establish new e-businesses. This will be the first e-business solution to integrate front-end multi-enterprise order capture and creation to back-end order management and fulfilment capabilities.

"With this announcement, there is finally a one-stop-shop approach that facilitates the integration of traditional and e-business management.

Clicks-and-mortar retailers who position their businesses in this way will have a real marketplace advantage," said Ron Griffin, Chief Information Officer, The Home Depot, Inc, when the i2 and BroadVision partnership was announced at PLANET San Diego in October 2000.

Building on recent successes in the U.S., the organisations will develop, market, and deliver collectively in EMEA a solution which builds on i2`s experience in collaborative commerce and supply chain management and BroadVision`s expertise in e-commerce community-building and relationship management. The solution will target customers operating sell-side, buy-side and many to many e-commerce businesses in all vertical industries, including Retail, High-Tech, Automotive and Telecommunications.

"The combination of Broadvision`s e-commerce expertise with the i2 TradeMatrix Solution will create real value for customers in EMEA", said Dan Keelan, vice president of European Operations, i2. "We will enable B2B and B2C organisations to rapidly build and deploy marketplaces that reach the entire depth and breadth of the value chain."

"With i2`s strength and market position in advanced supply chain management and BroadVision`s leadership in sell side e-commerce applications, we provide the complete end-to-end solution that our respective enterprise clients have been waiting for," said John Caroll, vice president of Channels, EMEA, BroadVision.

i2 and BroadVision agreed to the following terms:

* The complete offering from the companies will build on the i2 TradeMatrix CRM Solution, including Sales Configuration, Sales Pricer, Content Exchange, Discovery, Order Management and Internet Fulfilment Server.

* The integrated solution will leverage BroadVision`s suite of applications that includes BroadVision(tm) One-To-One(tm) Enterprise, BroadVision InfoExchange, BroadVision One-To-One Publishing, and BroadVision Business Commerce.

* BroadVision`s software applications will be integrated with the i2 TradeMatrix platform, which links to i2`s supply chain planning, optimisation, and fulfilment capabilities.

* BroadVision and i2 will co-market and jointly-sell the integrated solution.


About BroadVision

BroadVision (Nasdaq: BVSN chart, msgs; Neuer Markt:BDN) develops and delivers an integrated suite of packaged applications for conducting e-commerce interactions and transactions. Global enterprises and government entities use these applications to sell, buy and exchange information over the web and on wireless devices. The BroadVision e-commerce application suite enables a corporation to become more competitive and profitable by establishing and sustaining high-yield relationships with customers, suppliers and employees. BroadVision services professionals, supported by over 100 partner organisations worldwide, transform these applications into business value for our customers through consulting, education, and support services in more than 34 countries.

BroadVision-founded in 1993, public since 1996- has more than 1,100 customers and is a component stock of the Standard&Poor`s 500 index. IDC ranks BroadVision as the world`s leading provider of e-commerce software applications (International Data Corp., E-Commerce Software Applications Market Forecast and Analysis, 2000-2004). BroadVision is headquartered in Redwood City, California and has its UK headquarters in Reading, Berkshire, which can be reached at 0118 920 7777 or [e-mail]

[buck.]

[Eboerse]

Commerce One’s Customer Challenge
Can Mark Hoffman offer full meals if his customers prefer à la carte?

by Peggy King
Thursday, February 15, 2001



Reprinted from Line56
Magazine, February 2001
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Although Commerce One has consistently trailed rival Ariba in earnings and in market valuation, chairman and CEO Mark Hoffman has not veered from his vision of being a full-service partner to the e-markets that use his company’s exchange-building software. Rather than adopting the Avis “we try harder” mentality, simply because his company is competing with the likes of Ariba and Oracle, Hoffman has chosen instead to borrow the Apple “think different” mentality.
As Sybase CEO, Hoffman built an engineering-driven firm with a global presence and a large professional services organization—one that grew through acquisition. Sound familiar? Sure does—he’s doing it again.

Whereas Ariba runs lean and mean and derives its revenues primarily from software licensing fees, Commerce One wants to partner with its customers in exchange for a cut of the transaction revenues and a stake in the organization. “With Ariba’s upfront revenue model, enterprise or public marketplaces can fail and still leave Ariba whole. We are joined at the hip with our customers and partners, and we succeed by being able to help deliver services that are really core to their markets,” explains Chuck Donchess, Commerce One’s chief strategy officer (and formerly a Sybase vice president who worked closely with Hoffman).

That’s a noble goal. The problem is, customers aren’t buying it. Even as Commerce One signs up engineering talent for integration, acquires new companies for their services, and bangs the drum for its admittedly valuable alliance with SAP, its customers are still picking and choosing the solutions they want, whether they’re anointed by Commerce One or not. It’s as if Commerce One has created a cafeteria where it serves the food it’s decided to prepare and its customers are coming in, nibbling, and then running to the supermarket next door for the rest of their meal.

Commerce One’s Grand Plan

There are several prongs in Commerce One’s strategy for battling Ariba (for further information on Ariba, see “With a Little Help from My Friends,” December 2000): acquisitions, integration, investment, and ratcheting up its global presence. These are all logical moves, especially in light of Ariba’s acquisitions and the company’s partnership with i2 and IBM. Hoffman believes that his company has the edge in the latter category.

Acquisitions

Because Commerce One wants to take a financial stake in most of the e-markets that run on its platform, it has a vested interest in providing services that help buyers streamline their supply chain and that enable sellers for e-commerce. Beginning in late 1999, before the B2B rout that hit Commerce One particularly hard (last year its share price sank from a high of $127 in March to the $20s at press time), Commerce One was on a buying spree for companies that offered commerce services its e-market customers would need:

-January 1999—Mergent Systems, for catalog content management services
-November 1999—CommerceBid.com, for auction services
-June 2000—AppNet, a professional services company specializing in B2B implementations

Integration Through its partnership with SAP, Commerce One is also developing products and services designed to enable deep collaboration for purchase of direct goods. “From day one, our goal has been to automate intercompany transactions,” says Hoffman. To that end, the company has developed what are traditionally called on-ramps—essentially APIs to other software, such as WebMethods, BroadVision, and RightWorks—and plans to develop many others. In Hoffman’s eyes, the ability to link applications is the key to providing liquidity in customers’ e-markets. According to AMR Research director Dave Boulanger, there are 14 joint engineering teams working on new products as well as on enhancements to existing SAP modules. They’re tackling collaborative commerce, integration of bills of materials and purchasing, and analysis of transactions.

Global Presence

At its quarterly earnings call last October, Commerce One reported that 45 percent of its revenue came from outside the United States and that it was doing business in 54 countries (compared to 26 countries for Ariba at the same time). One factor that bodes well for Commerce One’s continuing strength in Europe is that leading European systems integrator Cap Gemini (now Cap Gemini Ernst & Young) recently established a practice in Commerce One and has agreed to have at least 1,000 Commerce One-trained consultants ready to do customer implementations by 2002.

Additionally, Hoffman estimates that 50 engineers are working on language conversion projects in support of 16 languages, with more to debut soon. Sources at Ariba say the company supports Chinese, French, German, Japanese, and Spanish. “Language and currency conversion issues are very complex. It’s not as if Ariba can decide to do a localization and come out with new capabilities a month later,” says Hoffman.

Enabling Suppliers

Because Commerce One hopes to take a stake in more of the e-markets running on its procurement platform, it has an interest in promoting liquidity. The sooner a supplier is live on a private exchange or a regional marketplace, the sooner it will be a part of Commerce One’s Global Trading Web (a service for marketplace-to-marketplace connectivity), augmenting the sought-after network effect.

Recognizing the importance of supplier enablement, Commerce One made a financial investment in the technology of NetVendor, an Atlanta developer of “collaborative software” for B2B suppliers. In late July, Commerce One and five financial firms formed Commerce One Ventures, a strategic venture capital investment group. According to Jim Smith, general manager of the group, it has raised $100 million for strategic investments in late-stage, privately held companies that have solutions in complementary technologies, including supplier enablement, supply chain integration, business settlement services, and content management.

The Consortia Challenge

Whether these strategies will contribute to the network effect remains to be seen, especially in the consortia Commerce One covets. According to a recent Jupiter Research report on industry-sponsored marketplaces, Commerce One is the technology provider for eight: Converge (formerly called eHitex—electronics), Enporion (utilities), Exostar (aerospace and defense), ForestExpress (paper products), Pantellos (utilities), Quadrem (metals industry), Trade-Ranger (utilities), and Covisint (automotive—for more on Commerce one’s relationship with Covisint, see the sidebar, “Will the Automakers Take Commerce One for a Ride?”). Converge, Enporion, ForestExpress, and Quadrem list both Commerce One and SAP Markets (SAP’s e-markets division) as technology providers.

Commerce One promotes the idea that choosing its software products for procurement or for an e-market platform goes beyond making a software purchase—it means entering into a business deal with Commerce One or the Commerce One/SAP alliance. If the customer is an industry consortium, Commerce One also hopes for a stake in transaction revenues. “In our selection of the transaction platform for an e-market, the differences between Commerce One’s and Ariba’s transaction platform and marketplace software products were simply not compelling,” says Graham Collins, CEO of Pantellos, the utilities industry marketplace in which Commerce One holds a 1.75 percent stake (most of the company’s percentages are in the single digits). “Commerce One has shifted from being a product vendor to becoming a service provider that is committed to doing whatever it takes to enable an effective trading community.”

But Collins isn’t committing completely to Commerce One. For him, supply chain and asset management issues take precedence over catalog-based procurement. In fact, Commerce One will be the software provider for only an estimated 10 to 20 percent of the software Pantellos will need. “Procurement of indirect goods is only a very small piece of the services we provide for our members. In the energy industry, about 60 percent of expenditures is on services. That leaves about 40 percent for materials, and about 90 percent of this expenditure is for complex engineered equipment. Our internal development priorities center around working with buyers and suppliers on aspects such as integrated logistics, asset recovery, and demand planning and forecasting,” he says.

Hoffman and Donchess no doubt wish Commerce One had more consortia customers that were interested in partnering to focus on supply chain planning and direct procurement issues. But despite Commerce One’s efforts to promote partnerships that center on industry-specific systems integration and business process issues, most industry consortia that have signed on to the Commerce One platform have chosen to select à la carte services rather than order a full technology architecture, complete with professional services.

Although none of its seven founding members are currently SAP customers, regional utilities trading consortium Enporion became the first joint customer of SAP and Commerce One, shortly after it was established last August. Enporion uses Commerce One’s auction services but has turned to Requisite Technology for catalog- related services, including content for direct materials, creation of a taxonomy, and its database search engine technology.

At the same time, Commerce One was premature in announcing that it was the technology provider for Converge, on the basis of the electronics consortium having chosen its auction services platform. Shortly after Robert Lewis left ICG to join Converge as its CEO, the consortium announced that it had bought the NECX electronic equipment exchange from VerticalNet. At the same time, it announced a $107.5 million professional services contract with VerticalNet. The next day—no surprise—Commerce One’s stock dropped to its 52-week low. Sources inside Converge who requested anonymity report that Converge still retains four Commerce One professional service consultants and that there were some hard feelings among the latter group about the change of procurement platform vendor, given that Commerce One consultants had worked on-site at the consortium’s office for about six months.

Trade-Ranger, a consortium of energy and petrochemical companies, is currently focusing on indirect procurement only. It has licensed procurement software from Commerce One to support transaction processing. The consortium also offers a hosted version of Commerce One’s Enterprise Buyer software as one of three e-procurement options for its members. The other two supported platforms are BuyerXpert, from Sun subsidiary iPlanet, and Oracle’s iProcurement. For catalog content, Trade-Ranger has chosen catalog content services from the Infinite Content (formerly Aspect Technologies) division of i2. “We’ve chosen a best-of-breed approach to let our members choose the solution that fits best within their internal procurement organizations,” says Allen May, interim co-CEO.

Can Private Exchanges Save the Day?

Even while some customers are balking at Commerce One’s strategies, a shift in the overall focus of B2B e-commerce may benefit the company. “As I work with people implementing consortia e-markets, I’ve noticed more and more resistance to having to pay a transaction fee, especially among buyers,” says Nigel Zeto, a senior manager in KPMG’s petrochemical industry practice. “That attitude puts pressure on pricing models like Commerce One’s.” He predicts that the company may have to change its pricing model to move away from transaction-based revenues. Sources requesting anonymity have reported that they have chosen platform providers other than Commerce One because they preferred to pay an up-front software licensing fee rather than hand over a percentage of transaction fees to a technology provider.

Commerce One has geared up to be a full-service provider to industry consortia marketplaces and ended up instead with customers that are interested only in a quick fix. Were Commerce One run by marketers, it would be all too easy to look at the list of consortia and dot.com customers that have licensed only small portions of an e-market solution and conclude that it was time to shift its focus to generating more licensing revenues. Nevertheless, it’s too soon to propose a sudden change of strategy. Although most of the big consortia’s e-markets have pursued the à la carte approach to software infrastructure purchases, Commerce One has a whole slew of private e-market customers with deals in the pipeline.

If Commerce One were to shift strategies because of short-term concerns, it would risk changing a partnership strategy that is very likely to appeal to companies setting up private marketplaces. “This quarter, revenues from consortia deals are just beginning to appear on income statements, but the development of private marketplaces will fuel revenue growth throughout 2001,” says Pawan Malhotra, managing director and research analyst for B2B enablers, markets, and supply chain technologies at SG Cowen Securities. This is good news for Commerce One, he adds, because enterprises constructing private marketplaces need to tie in internal data from their ERP and supply chain management systems. “Through its joint engineering efforts with SAP, Commerce One is prepared to offer them the supply chain visibility they need in order to develop deep direct procurement capabilities.”

But even though several analysts are predicting that private exchanges will be the trend of 2001 (see “The Top 20 Stories of 2000,” January 2001), it’s still too soon to determine whether Commerce One will benefit. At the same time, its reliance on investment in e-markets in a year when e-markets are predicted to start failing in droves is also risky. But it’s still got a market capitalization in excess of $4 billion and no small advantage in a partner as big and efficient as SAP. As in much of the B2B world, the coming year will be telling in terms of whether Commerce One’s strategies will give it sustenance or indigestion.

[81245]

16.02. 09:13
B2B Marktplatz geschlossen - kein Umsatz!
--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Nach nur 4 Monaten Geschäftsbetrieb wird ein B2B Transaktionsmarktplatz von Dell wieder geschlossen, da die Zielgrössen bezüglich Umsatz bei weitem nicht erreicht wurden. Dell`s Marktplatz basierte auf der Grundlage von Ariba`s B2B Lösung. Nachbörslich fiel Ariba bis auf $22,25 nach einem Kurszum Ende des regulären Handels von $24,06.

[Harami]

16.02. 17:00
Neuer Trend im B2B-Sektor
--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Eine Reihe von virtuellen B2B-Marktplätzen wie Convisint, Elemica und ForestExpress haben sich an Application Service Provider (ASP) gewand, um die interne Software aus Kostengründen auf diese auszulagern.

Für kleinere Marktplätze eröffnen ASPs auch die Möglichkeit, leichter in einen Markt einzudringen.

In den vergangenen Monaten wurden eine Reihe von Abkommen in dieser Richtung getroffen. So hat im Oktober letzten Jahres Covisint sich an NexPrise gewand. NexPrise bietet nach einem ASP-Modell eine Software zur elektronischen Zusammenarbeit auf virtuellen Marktplätzen im Internet an.

Gerade in dieser Woche kündigte FreeMarkets an, auch ASP-Dienstleistungen anzubieten.

Bill Martorelli, ASP-Analyst bei Hurwitz Group sieht ein großes Potential für den ASP-Markt im Business to Business-Sektor. Viele Marktplätze werden von ASPs gehostet, da die Betreiber dieser nicht die ganze Menge an Programmen und Software selbst verwalten möchten, so Martorelli weiter.

Analysten erwarten zukünftig noch weitere Abschlüsse in dieser Richtung.

Analysten erwarten, dass der Umsatz im B2B von $131 Mrd. 1999 auf $7.3 Billionen im Jahr 2004 steigen wird. Der ASP-Markt wird mit einem jährlichen Wachstum von 153% auf $4.7 Mrd. Umsatz im Jahr 2004 steigen.

[buck.]

sap-analyse zum download von multexinvestor.de (neu)

http://gatrixx.multexinvestor.de/FreeReports.asp

[buck.]

cool, noch eine, von www.lbbw.de (unter fundamentaler analyse, viele analysen gratis)

direkter download-link:

https://www.lbbw.de/lbbw/download.nsf/download/JSCR-4THNDG/$…" target="_blank" rel="nofollow ugc noopener">https://www.lbbw.de/lbbw/download.nsf/download/JSCR-4THNDG/$…



auf link gehen+ rechte maustaste + ziel speichern unter zum download

[buck.]

huch, ist ja nur eine seite, mager

[kleftiko]

Flexible Infrastrukturen für das nächste Zeitalter des B2B

(12.02.2001) Um echten Mehrwert zu schaffen, müssen B2B-Plattformen mehr leisten, als Anbieter und Käufer zusammen zu führen. Es gilt, Geschäftsprozesse über komplette Transaktions- und Produktlebenszyklen hinweg zu vereinfachen und zu automatisieren. Ein Vorhaben, dass sich ohne eine entsprechende Infrastruktur nicht verwirklichen lässt.


Die nächste Generation der B2B-Vermittler (Intermediäre) zeichnet sich dadurch aus, einen einzigartigen, nachhaltigen Wert zu bieten: unternehmensübergreifend eine weitgehende Integration und Automatisierung von Geschäftsprozessen zwischen allen Teilnehmern eines B2B-Netzwerks zu ermöglichen. Anbieter von B2B-Infrastrukturlösungen müssen deshalb Plattformen in Betracht ziehen, die eine erweiterbare und skalierbare Infrastruktur liefern.


Automatisierung der Geschäftsprozesse
Letztendlich geht es beim B2B um Vermittlung. B2B-Geschäftsmodelle sind auf Dauer nur dann erfolgreich, wenn die Vermittlung für die Teilnehmer einen konkreten Mehrwert bietet. Intermediäre wie zum Beispiel Marktplätze entstanden aus dem Wissen, dass ein webbasierter Hub in einer Branche die Transparenz über die Wertschöpfungskette hinweg erhöht und Preisabweichungen, Produktmerkmale, Verfügbarkeit und Eigenschaften von Anbietern sichtbar macht.

Die großen Firmen erkannten rasch diese Vorteile. Sie schlossen sich zusammen und brachten ihre bestehenden Käufer-Anbieter-Beziehungen ins Web. Dadurch minderten sie zwar den Wert solcher Vermittler, die lediglich Käufer und Anbieter zusammenbringen, machten aber zugleich den einzigen nachhaltigen Vorteil von B2B-Intermediären deutlich: die Automatisierung des gesamten Spektrums an Geschäftsprozessen, angefangen beim Vertrieb, über den Auftrag, der Lieferung bis hin zur Zahlung. An vielen dieser Prozesse werden künftig Intermediäre beteiligt sein, die sich auf Dienstleistungen wie Kreditprüfungen, Finanzierung und Auftragsabwicklung spezialisieren.

Erweiterbare Infrastruktur als Basis für B2B
Die Vorteile der B2B-Vermittlung klingen verlockend. Doch ohne flexible Infrastrukturlösungen wird der B2B-E-Commerce nichts weiter als ein ehrgeiziges Projekt der Internet-Ära bleiben - eine beeindruckende Idee, die jedoch nie umgesetzt wurde.


Aufgrund der Vielfalt der Intermediäre wird eine Einheitslösung aus Sicht der Infrastruktur mit hoher Wahrscheinlichkeit scheitern. Gefragt ist daher eine B2B-Infrastruktur, die einen flexiblen und erweiterbaren Rahmen für die Vielzahl sich abzeichnender Ausprägungen des B2B bietet. Sie muss die drei folgenden Anforderungen erfüllen:
(1) Integration der Anwendungen innerhalb und außerhalb von Firewalls,
(2) Automatisierung von Geschäftsprozessen innerhalb und außerhalb von Firewalls und
(3) Unterstützung zeitnaher Business Intelligence.


Entwicklung der Intermediäre im B2B-Commerce
Das Überleben von Marktplätze und anderen B2B-Vermittlern hängt davon ab, Liquidität zu erreichen. Dazu bedarf es eines großen, zukunftsfähigen Netzwerks von Teilnehmern. Auch gilt es, das Wert-Angebot ständig zu erweitern – etwa durch Zusatzleistungen oder Automatisierung unternehmensübergreifender Prozesse. Dies geschieht in drei Phasen:



Aufbau: Handel und Community
Zunächst konzentrieren sich die B2B-Intermediäre darauf, Käufer und Anbieter in einem Web-Portal zusammenzubringen. Über verschiedene Anwendungen wie Katalog, Produktkonfiguration, Exchange, Auktion und RFP/RFQ ermöglichen sie die Preisfindung und Ermittlung von Lieferanten. Darüber hinaus stellen sie Inhalte und Informationen bereit. Die Teilnehmer profitieren von reduzierten Kosten und der Möglichkeit, Gelegenheitskäufe zu tätigen.



"Hypergrowth": Zusatzleistungen und Automatisierung von Prozessen
In dieser Phase versuchen die Intermediäre, das Volumen zu steigern. Häufig gehen sie dazu Partnerschaften mit großen Käufern oder Anbietern in ihrer Branche ein. Das stellt jedoch ihre Infrastruktur auf eine Probe: Denn die Zahl der Beziehungen und Transaktionen zwingt sie, durchgängige Prozesse und den Workflow über den Marktplatz hinweg zu automatisieren. Um das Wachstum zu steigern, bieten Intermediäre End-to-End-Lösungen an: Sei es, indem sie intern Finanz- und andere Anwendungen einführen oder aber sich mit verschiedenen Intermediären zusammen schließen, die weitere Dienstleistungen wie Kreditprüfung oder Logistik offerieren. Dazu müssen diese Anwendungen und Dienstleistungen jedoch in die Plattform und Geschäftsprozesse des Intermediärs integriert werden.



Dominanz: Durch intensive unternehmensübergreifende Zusammenarbeit gekennzeichnete B2B-Beziehungen und Netzwerke
Erfolgreiche Intermediäre bauen ihr Wertangebot ständig aus, indem sie es um neue Anwendungen und Dienstleistungen ergänzen, die den gesamten Produktlebenszyklus abdecken. Dazu zählen etwa das Produktdatenmanagement, die Supply-Chain-Integration und der Kundenservice. Die Prozesskosten im Design, der Logistikkette und der Auftragsabwicklung können durch Kooperation und Automatisierung erheblich reduziert werden. Aber auch die Einführung neuer Produkte sowie der Warenfluss lassen sich dadurch beschleunigen. Zudem kooperieren B2B-Intermediäre mit anderen, sie ergänzenden Vermittlern. Auf diese Weise können sie ihren Kunden ein umfassendes Dienstleistungsnetzwerk anbieten.

Je nach Entwicklungsstufe, kann die Anwendungs- und Geschäftsprozesslandschaft von B2B-Intermediären die Komplexität eines „Global 2000“-Unternehmens erreichen. Genau wie diese Unternehmen benötigen auch Intermediäre eine Infrastruktur, die ihr Wachstum unterstützt und die individuellen Anforderungen in jeder Phase ihrer Entwicklung erfüllt. Folglich muss jede B2B-Infrastruktur drei Fähigkeiten aufweisen:


Schnelle Integration von Best-of-Breed-Anwendungen und Zusatzleistungen: Die Plattform muss die schnelle und dynamische Integration von Best-of-Breed-Anwendungen und Dienstleistungen, auch von Drittanbietern, ermöglichen. Dies erfordert eine beliebig skalierbare und erweiterbare Infrastruktur.


Automatisierung von unternehmensübergreifenden Geschäftsprozessen: Um umfassende Services anbieten zu können, müssen Intermediäre auf einer Plattform basieren, die sowohl die unternehmens- wie auch anwendungsübergreifende Geschäftsprozesse sowie den Workflow automatisiert. Auch sollte die Plattform flexibel genug sein, um öffentliche und private Prozesse, Datenformate, Transporte und Sicherheit komfortabel zu unterstützen. Die Prozesse selbst müssen sich entsprechend der Anforderungen der wichtigsten Teilnehmer erweitern und anpassen lassen.


Unterstützung zeitnaher Business Intelligence: Heute nutzen erst wenige Intermediäre eine Infrastruktur, die Informationen in Echtzeit liefert. Künftig wird dies jedoch ein Hauptunterscheidungsmerkmal sein, wenn Firmen das gesamte Potenzial der Supply-Chain-Integration und der unternehmensübergreifenden Bedarfsplanung nutzen wollen. Bereits heute haben solche B2B-Exchanges die Nase vorn, die ihren Endnutzern zeitnah Informationen zur Verfügung stellen


q:http://www.sapinfo.net/goto/stra/4380/

[DimStar]

hallo
wir dürfen uns in den nächsten tagen auf einen haufen news freuen. z.b. wurden neue mega-exchange-kunden angekündigt. SAP hat heute AMD als neuen Kunden bekanntgegeben. Die sind aber beim e-procurement Ariba-Kunde.
http://www.sap-ag.de/germany/press/pr_ber.asp?ID=469

Das eLink-Programm:

http://www.elinkconference.com/berlin/agenda.html

[DimStar]

SAP sees rosy future for B2B
By Bertrand Benoit in Frankfurt
Published: February 19 2001 07:19GMT | Last Updated: February 19 2001 07:24GMT



SAP, Europe`s largest software group, and Commerce One, its US partner, are confident about the outlook for the business-to-business sector in Europe despite recent failures and analyst concern.

According to a poll to be unveiled at a Commerce One user conference in Berlin today, 25-31 per cent of Europe`s 500 largest companies are considering investing into electronic marketplaces within one year.

Mark Hoffman, Commerce One`s chief executive, said the B2B marketplaces, together with supply chain and customer relationship management software, would be the main areas of growth for information technology investment.

"We worry about the economic slowdown in the US and Europe, but we do good business and we have a good pipeline, which makes us cautiously optimistic about our sector," said Mr Hoffman.

The business-to-business sector has seen several electronic exchanges, particularly those aimed at small and medium-sized companies, shutting down or cutting their turnover forecasts.

A study by Jupiter Media Metrix, the market research consultancy, forecast that only 100 of today`s existing 500 electronic marketplaces would survive, although the total turnover on such exchanges will rise from $185.8m to $1.7bn by 2004.

"There are several factors behind failures. A lot of the businesses that are now in trouble started with the idea of establishing their own proprietary marketplaces without the support of any potential participants," Mr Hoffman said.

"We have approached large, blue-chip companies. We put together a consortium where we provide the infrastructure of the marketplace and the future users provide the industrial expertise."


http://news.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid…

[Eboerse]

Monday February 19, 11:00 am Eastern Time

Press Release

Commerce One Continues European E-marketplace Leadership
Research report shows Commerce One as the leader for e-marketplace solutions across Europe, Middle East, India and Africa

BERLIN--(BUSINESS WIRE)--Feb. 19, 2001-- Research conducted by Intercai Mondiale Management Consultants ranked Commerce One (NASDAQ:CMRC - news) as the leader in European e-marketplaces. The research was conducted amongst senior board executives and purchasing directors from five European countries. Commerce One now powers a total of 54 e-marketplaces in the region. These e-marketplaces include 30 regional/MRO and 24 industry -specific marketplaces. In addition, Commerce One has 48 e-procurement customers across Europe, the Middle East, India and Africa (EMEIA). Many of these successes are in conjunction with strategic partner SAPMarkets, the collaborative solutions company of SAP (NYSE ADR: SAP).

In addition, Commerce One saw its revenues increase 1,033% to $191.4 million in the last quarter, of which international revenue contributed 49% on a proforma basis, excluding the Appnet acquisition. Many analysts predict that the market opportunity for Commerce One in Europe will be between 60%-80% the size of the US opportunity by 2004.

Mark Hoffman, chairman and CEO of Commerce One said, ``The value of Commerce One`s solution is demonstrated through our customer success in EMEIA. We believe Commerce One is seizing the best opportunities in the most financially robust regions in the world to further develop our extensive network of e-marketplaces around the globe.``

Momentum of existing European customers:

France: France Telecom has joined answork, taking a 10% equity stake. BNP-Paribas, Cap Gemini Ernst & Young, Credit Agricole and Societe Generale established answork, a regional e-marketplace open to all industry sectors. answork went live on November 6, 2000.

United Kingdom: Asite signed a definitive agreement with Commerce One and Microsoft on February 2, 2001. Asite, a UK-based e-marketplace, is aimed at the US$786 billion European construction industry. Partners include Stanhope, Rotch Property Group, Aurora, Intel, Compaq Computer Corp. (NYSE: CPQ - news) and Attenda.

United Kingdom: BT MarketSite announced it has 180 suppliers on-line as of February 13, 2001. The regional e-marketplace is open to companies across the UK and its customers include Boots, Powergen and Credit Suisse First Boston.

France: Constructeo, a leading vertical service provider for the European engineering and construction industry signed definitive agreements with Commerce One and Microsoft to power its e-marketplace on January 18, 2001. Partners include Vinci Group, GTM Group, Masai, Coteba Management and Eyrolles Group.

Germany: Deutsche Telekom, the largest telecommunications company in Europe, has achieved, on average, a 67% reduction in process cost by using Commerce One solutions. Currently 9,000 Deutsche Telekom employees use the system and this is expected to rise to 20,000 by the end of 2001. From August 2000 to January 2001, a total of 12,000 purchase orders were created, involving 90,000 catalogued line items. Commerce One solutions have helped reduce its purchasing process from 17 steps to 7.

Nordic Region: IBX (Integrated Business Exchange) is now transacting in the Nordic region, comprising Sweden, Denmark, Finland and Norway. IBX is a joint customer of Commerce One and SAPMarkets and a joint venture with Ericsson, SEB, and b-business partners.

Italy: mondus.it, the regional e-marketplace announced October 4, 2000 and created by Seat Pagine Gialle, the leading European publisher of telephone directories, is currently conducting a pilot, which is expected to go live early next quarter.

France: Schlumberger is using Commerce One`s solution to transact with 2,200 end users, at 640 locations in 70 countries worldwide. On average, 6,000 purchase orders are processed per month and to date 54,000 purchase orders worth more than US$400m have been processed.

Portugal: Tradecom has 100 buying organizations regularly transacting on their e-marketplace and has hosted 100 auction events, averaging savings of 20% per buyer. Tradecom, which is powered by Commerce One, offers B2B solutions in Portugal, Brazil and Argentina.

France: Valeo, one of the top 10 independent suppliers of automotive components, modules, and integrated systems worldwide has implemented Commerce One solutions in USA, Mexico, Brazil, France, Germany, Spain and Italy. There are currently 20 catalogue suppliers and 2,500 non-catalogue suppliers online. Valeo has been live since July 2000.

About Commerce One

Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at [phone] or [phone] or [phone] or via the Internet at www.commerceone.com.

Note to editors: The Intercai Mondiale research was based on telephone interviews with 225 procurement directors and decision makers across Western Europe. Countries covered by the research are UK, Germany, France, Italy, Spain and Scandinavia during Q4, 2000. Organisations among the top 500 in Europe were targeted for the interviews.

[Eboerse]

Monday February 19, 11:01 am Eastern Time

Press Release

Commerce One Launches Next Generation MarketSite Operating Environment -- The Foundation for Global E-Marketplaces
Enables Market Makers to Build E-Marketplaces, Offer Business Services and Link Trading Partners to the Global Trading Web
BERLIN--(BUSINESS WIRE)--Feb. 19, 2001-- At the eLink 2001 conference today, Commerce One, Inc., (NASDAQ: CMRC - news) announced the next step in the evolution of e-marketplaces, the fourth generation of MarketSite Operating Environment. MarketSite Operating Environment will be available on February 28, 2001, and is designed to serve as the foundation for any e-marketplace, as well as enable interoperability across the Global Trading Web, the world`s largest business-to-business trading community.

MarketSite Operating Environment is the foundation of all of Commerce One`s 141 e-marketplace customer operations around the world. It consists of three main components: an interface builder, a business services framework and an XML transaction platform. These components provide the ability to rapidly link multiple trading partners and significantly reduce the costs associated with participating in an e-marketplace.

MarketSite Operating Environment enables the complete functional development and growth of both private and public e-marketplaces. The new solution enables e-marketplace operators to deliver e-marketplace applications and services that are tailored to the needs of their customer`s particular industry, business or region. It also enables e-marketplace operators to quickly adapt their offerings to changing market conditions and trading partner requirements.

``Building an e-marketplace is like building a house... the first task is pouring the foundation, and we believe MarketSite Operating Environment is the foundation for the world`s best e-marketplaces,`` said Kevin Schick, vice president of solutions marketing, Commerce One. ``MarketSite Operating Environment enables our customers to rapidly build their e-marketplaces, plug in a host of business services, and ramp up a wide variety of transactions. This environment not only links entities with disparate systems, it also enables transactions across multiple e-marketplaces.``

MarketSite Operating Environment is the foundation for MarketSet(TM), the joint e-marketplace solution from Commerce One and SAPMarkets, Inc., the collaborative marketplace solutions company of SAP AG (NYSE ADR: SAP). MarketSet is a comprehensive e-marketplace solution that transforms linear business processes into collaborative communities to accelerate time-to-market, reduce costs, improve product profitability and strengthen customer and supplier relationships. It provides tightly integrated applications supporting end-to-end solutions for procurement, order management, auctions, content management, planning, design, and analysis.

``Commerce One MarketSite had the scalability and open architecture we required, and we were very impressed with Commerce One`s vision for the Global Trading Web,`` said Diego Horta Costa, director of marketing and communications, Tradecom.pt. ``This interoperability will empower many of our customers to expand their businesses beyond Portugal for the first time.``

MarketSite Operating Environment includes the following components:

MarketSite Builder: Functionality and usability have a direct impact on liquidity and adoption by trading partners. Builder, which was jointly developed with SAPMarkets, comes equipped with improved personalization, community management and single sign-on capabilities that create a dynamic sense of community for e-marketplace members.
Business Services Framework: This framework enables operators to add business services and applications such as auctions, content, logistics and supply chain collaboration, based on the requirements of their industry or organization. These services are available from Commerce One and third parties, and they can be custom developed by the e-marketplace operator. The framework also enables business services syndication across the Global Trading Web.
MarketSite Platform: MarketSite Operating Environment is based on XML and xCBL, de-facto technology standards that enable secure transactions, end-to-end guaranteed message delivery and support of multiple protocols such as EDI, BizTalk and RosettaNet. Commerce One`s open standards also enable easy interoperability between e-marketplaces on the Global Trading Web.
MarketSite Operating Environment powers a broad range of e-marketplace solutions from over 30 Commerce One partners to enable customer success. For example, Intershop and NetVendor on the sell-side and Extensity and Peregrine Systems on the buy-side are using Commerce One tools and have integrated their applications as on-ramps to MarketSite Operating Environment.

About Commerce One

Commerce One is the e-marketplace company. Through its software, services and Global Trading Web of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at 800/308-3838 or 925/520-6000 or via the Internet at www.commerceone.com.

Forward Looking Statements

[Eboerse]

Monday February 19, 11:02 am Eastern Time
Press Release
Commerce One Powers E-Marketplace to Support 830 German Companies
The beka alliance and the Stuttgart IT Society (S`IT) Establish E-Marketplace for Public Transportation Companies With Commerce One Net Market Maker
BERLIN--(BUSINESS WIRE)--Feb. 19, 2001-- Commerce One, Inc. (Nasdaq:CMRC - news), the e-marketplace company, announced today it will provide the e-commerce technology for the central purchasing organization of 830 German public transportation companies. The procurement service provider, beka GmbH, will operate the e-marketplace with the Stuttgart IT society (S`IT), as a technology partner. The e-marketplace will be powered by the Commerce One Net Market Maker solution. It is already online with indirect goods e-procurement functionalities. By mid 2001, it is expected that the catalog will be completed, including direct, production-critical goods, such as spare parts for buses and streetcars.

Definitive agreements have been completed between the enterprises Einkaufs und Wirtschaftsgesellschaft fur Verkehrsunternehmen (beka) mbH, Stuttgart IT society GmbH (S`IT) and Commerce One to build an e-marketplace for enterprises covering the local public transportation sector (OEPNV). beka, the full service company of the OEPNV enterprises, initiated the alliance based on its existing system for procuring a wide range of capital goods for approximately 830 transport companies country-wide.

beka has identified the e-marketplace as a means of reducing time and cost of procurement. It offers its services to the public transport companies participating in the ``beka alliance,`` in addition to industry suppliers.

beka will manage the availability of goods (product assortment/logistics), system-optimized purchase order handling and conditions. The Stuttgart IT society GmbH (S`IT) will support the migration, implementation and integration consultation and execution, as well as the operation and support of the beka e-marketplace. Content management and the complete ERP integration of alliance customers and system suppliers are included as well.

The Internet marketplace ``beka alliance`` went live in December 2000. The early e-marketplace catalog contains ``c-goods`` (standard goods such as tools, electrical and office supplies, etc.). An industry-specific assortment (e.g., spare parts for buses and streetcars, fuel, etc.) and product assortments from the supply sector will be included gradually into the offering within a few weeks. It is projected that the beka catalog will contain a product assortment from approximately 3 million to 4 million articles by mid 2001.

Company Background

beka

beka, established in 1921, as purchase and a service company for public transport companies has taken on the position of a full service organization. In the following years, the service sectors TRADE (inexpensive purchase by strong market position), EDUCATION (seminars to all OEPNV topics), PUBLISHING HOUSE (relevant publications, media and means of publicity) and CO-OPERATION (projects with institutions and companies in the OEPNV market) were set up.

beka contact: Mr. Werner Ellerkamp, email: [e-mail]

Stuttgarter IT-Gesellschaft mbH

Stuttgart IT Society GmbH. Beind an IT company covering the areas e-Business and ASP / outsourcing, the S`IT offers to its customers a ``carefree package`` comprising of application -, implementation -, operation -, and advisory services. Two partners bundle their core competence: the Stuttgart Streetcar AG with its highly developed computing center and the SAP partner SAX AG system in the field of application advice with its products and SAP Know How.

Stuttgart IT society contact: Martin Augspach, managing director S`IT and line IT and organization SSB AG, email: [e-mail] it.de

Commerce One

Commerce One is the e-marketplace company. Through its software, services and Global Trading Web(TM) of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at 800/308-3838 or 925/520-6000 or [phone] or via the Internet at www.commerceone.com.

[Eboerse]

Monday February 19, 11:03 am Eastern Time
Press Release

Commerce One and SAPMarkets Continue E-Marketplace Leadership

Joint E-Marketplace and E-Procurement Solutions On Time for Q1 2001 Release

BERLIN--(BUSINESS WIRE)--Feb. 19, 2001--At the eLink 2001 conference today, Commerce One, Inc. (NASDAQ: CMRC - news), the e-marketplace company, and SAPMarkets, Inc., the collaborative marketplace solutions company, a wholly owned subsidiary of SAP AG (NYSE ADR: SAP), further solidified their leadership position in global business-to-business (B2B)

e-commerce by showcasing four new joint customers:

IBS (Russia), IWayTrade (Portugal) Swisscom (Switzerland) and TPSA (Poland). These new joint customer wins further demonstrate Commerce One & SAPMarkets` leadership in powering e-marketplaces on a global scale. In addition, the companies also announced that the next generation of their joint offerings, MarketSet(TM) 2.0 and Enterprise Buyer(TM) 2.0, will be available for delivery to customers at the end of March 2001.

``The partnership of Commerce One & SAPMarkets is a model for how companies can work together for the benefit of joint customers,`` said Joshua Greenbaum, analyst at Enterprise Applications Consulting, Daly City, Calif. ``Their expanding customer base shows that the two companies know how to work together to develop and offer B2B solutions that increase collaboration and communication between customers, suppliers and partners.``

``We believe our partnership with SAPMarkets and SAP is unique, combining the leading e-marketplace operating environment from Commerce One with the leading collaborative applications from SAP and SAPMarkets,`` said Mark Hoffman, chairman and CEO of Commerce One. ``Our mutual customers have resoundingly applauded our strategy with e-marketplace implementations in major industries and geographies throughout the world.``

``The partnership between our two companies is unique in its level of teamwork and the result is bringing to market joint products of unparalleled depth and scope. Customers around the world are selecting our joint e-marketplace solution,`` said Hasso Plattner, co-CEO of SAP AG and CEO of SAPMarkets and keynote speaker at eLink. ``Our competitive wins since forming our partnership demonstrate that no other solution can match the collaborative capabilities and technological infrastructure built into this joint offering.``

Growing Customer Momentum for Joint E-Marketplace Solutions

New e-marketplace customers include:

IBS

IBS, a member of the IBS Group of Companies, is the Russian market leader in systems integration for large-scale corporate projects. It offers a full range of IT services and products including consulting, Internet project development, implementation of enterprise corporate management systems and information-analytical systems. Further information about IBS can be found at www.ibs.ru; www.ibs-company.com.

IWayTrade

IWayTrade is designed to be the motor for the active participation of the enterprise community, in particular the Portuguese small and medium-sized enterprise (SME), in the global market of the new economy. Providing access to electronic commercial transactions, critical information, support technology, advising and training, through the aggregation of common interests and powering the enterprise associative structure based on the principles of independence, partnership and neutrality.

Swisscom

An existing Commerce One customer for their conextrade e-marketplace, Swisscom recently upgraded to the MarketSet(TM) joint solution from SAPMarkets and Commerce One.

TPSA

TPSA is the leading telecommunications company in Poland. They have chosen the MarketSet(TM) joint solution to power their e-marketplace.

These new Europe-Middle-East-India-Africa (EMEIA) marketplace customers join existing Commerce One & SAPMarkets-powered e-marketplaces such as IBX, the Nordic exchange founded by Ericsson, SEB, and b-business partners serving Sweden, Denmark, Finland and Norway; and ec4ec, a live marketplace which offers e-collaboration and e-procurement for complex components on the Internet marketplace www.ec4ec.com for plant and mechanical engineering industries.

Deep Relationship Delivers Results

Working closely together, Commerce One & SAPMarkets develop the core technology, offer the business services and supply the integration capabilities to create the most scalable and robust e-marketplaces available today. MarketSet and Enterprise Buyer, the jointly developed next-generation e-business solutions, combine Commerce One`s leading e-marketplace operating environment and marketplace functionality with e-procurement, supply chain, product planning and analysis applications from SAP AG and SAPMarkets.

MarketSet(TM) 2.0

MarketSet is the comprehensive e-marketplace solution that transforms linear business processes into collaborative communities by reducing order-to-delivery cycle times, improving customer relationships and increasing productivity. It enables real-time exchange of information that allows trading partners to optimize resources, accelerate time-to-market, reduce costs, improve product profitability and strengthen customer and supplier relationships.

The joint solution provides tightly integrated applications supporting end-to-end, collaborative business processes for procurement, order management, auctions, content management, planning, design and analysis. In addition, MarketSet`s open and scalable architecture, based on MarketSite Operating Environment, supports a variety of buyer and seller applications, as well as third party applications, back-end systems, and external marketplaces. MarketSet 2.0 will be available at the end of Q1 2001.

Enterprise Buyer(TM) 2.0

Commerce One & SAPMarkets developed Enterprise Buyer to deliver powerful capabilities that increase collaboration between buyers and sellers. Meeting their Q1 2001 commitment to the market, the partnership has delivered the second generation of this joint solution to customers such as Quadrem, the e-marketplace founded by 21of the world`s leading mining, minerals and metal companies in a $200 billion procurement market, and Enporion, an open, global e-marketplace for the energy industry founded by seven North American power utilities.

Enterprise Buyer is an e-procurement solution that increases enterprise profitably by reducing supply chain costs for direct as well as indirect goods. It provides distinctive features that help drive profitability and reduce the cost of procurement, including collaborative planning and engineering, strategic sourcing and catalog/content management. The joint solution is designed to transform supply chain management from a cumbersome, tactical process to a strategic capability.

About Commerce One and SAPMarkets

In June 2000, Commerce One, SAPMarkets and SAP AG announced the teaming of Commerce One`s leading e-marketplace infrastructure 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 and 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 found at http://www.commerceone.com. SAPMarkets, based in Palo Alto, Calif., can be found at http://www.sapmarkets.com. More information on SAP can be found at http://www.sap.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 the market leadership of Commerce One and SAP as providers of e-commerce solutions, the capabilities of their joint solutions, MarketSet(TM) and Enterprise Buyer(TM), as well as the expected delivery dates, and the anticipated benefits to be gained by Commerce One`s and SAP`s joint customers. The words ``believe,`` ``expect,`` ``intend,`` ``plan,`` ``project,`` ``will`` and similar phrases as they relate to Commerce One are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of Commerce One, and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. These risks include, but are not limited to, the joint product development partnership of SAP and Commerce One may not continue to be successful, delays in developing or shipping new versions of our e-marketplace solutions, the e-marketplace solutions offered may not meet user expectations, the extent of customer adoption and utilization of the solutions provided, risks related to the World Wide Web, general economic conditions, intense and increasing competition in the market and volatility of the stock 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 September 30, 2000.

SAP and mySAP.com and all SAP products mentioned herein are either trademarks or registered trademarks of SAP AG or SAPMarkets, Inc. Other product or service names mentioned herein are the trademarks of their respective owners.

Commerce One, Many Markets. One Source. Global Trading Web, BuySite, MarketSite Operating Environment, 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.

[neflaschebier]

@Eboerse
HI!
Bzgl. Deinem letzten Posting - Ist es positiv zu verstehen?
Oder was steht da so drin! Bekomme nicht hin, alles genau zu übersetzen! Hast Du es verstanden, was gebau der Inhalt war?!
Dank

[Eboerse]

Ja Neflaschebier
Das kann man gute News nennen.
Vier neue Kunden Weltweit.

IBS (Russia),
IWayTrade (Portugal)
Swisscom (Switzerland) and
TPSA (Poland)


Die Partnerschaft zwischen Commerce One und SAP wird als Erfolgreich gepriesen.
Gemeinsamme Software Entwicklung,weiterer gemeinsammer Ausbau des Kundenstamms,gute Zusammenarbeit zwischen Kunden,Lieferanten und Partnern.

Marketset TM 2.0 und Enterprisebuyer TM 2.0 sind ab Ende März für Erhältlich.

Wird auch näher erklärt,muß ich mir aber selber noch genauer anschauen.


C1 GETS GERMAN PUBLIC TRANSPORTATION



Dow Jones News Service ~ February 19, 2001 ~ 11:06 am EST

02-19-01

BERLIN (Dow Jones)--Commerce One Inc. (CMRC) will provide the e-commerce technology for the central purchasing organization of 830 German public transportation companies.

The value of the contract wasn`t provided.

In a news release, Commerce One said the procurement service provider, beka GmbH, will operate the e-marketplace with the Stuttgart IT society, as a technology partner.

The e-marketplace will be powered by the Commerce One Net Market Maker service, the company said.

Commerce One said beka will manage the availability of goods (product assortment/logistics), system-optimized purchase order handling and conditions. The Stuttgart IT society GmbH will support the migration, implementation and integration consultation and execution, as well as the operation and support of the beka e-marketplace, the company said.

Commerce One is the e-marketplace company.

Company Web Site: http://www.commerceone.com


-Wendy Tsau, Dow Jones Newswires; 416-306-2100

[buck.]

"We worry about the economic slowdown in the US and Europe, but we do good business and we have a good pipeline, which makes us cautiously optimistic about our sector," said Mr Hoffman.

Chef sagt: "Wir machen uns etwas Sorgen um den wirtschaftlichen Abschwung in den USA und Europa aber wir machen gute Geschäfte und stecken bis zum Hals in Arbeit, was uns vorsichtig optimistisch für unseren Wirtschaftszweig macht"

Fazit: Alles in Butter

[boerseaugsburg]

einen schönen abend wünsche ich allen.

gibt es eigentlich neue informationen über den deal mit der citigroup ?

gruß ba

[Eboerse]

Produktinfo Enterprisebuyer
http://www.elinkconference.com/berlin/docs/sapmarkets_enterp…

So jetzt mache ich mich erste einmal über die ganzen Infos her!

[81245]

Datum: 20.02. 08:05 Commerce One und SAP präsentieren


Beide Unternehmen demonstrierten heute auf der eLink Konferenz die globale Marktführerschaft, indem 4 neue Kunden präsentiert wurden. Diese neuen gemeinsamen Kunden sind der Systemintegrator IBS aus Russland, der Online Marktplatz IWayTrade aus Portugal, Swisscom aus der Schweiz und das Telekommunikationsunternehmen TPSA aus Polen. Die Zusammenarbeit des auf dem Gebiet B2B E-Commerce Plattformen soll lt. SAP und Commerce One zum Nutzen der Kunden hervorragend funktionieren und die Kompetenzen sich optimal ergänzen.

Des weiteren verkünden Commerce One und SAPMarkets, die 100%ige B2B-Tochter von SAP, die Markteinführung neuer gemeinsamer Technologielösungen namens MarketSet 2.0 und Enterprise Buyer 2.0, die bereits Ende März verfügbar sein sollen.

© GodmodeTrader.de

[81245]

Datum: 20.02. 08:42 Commerce One - Grosskunde in Deutschland


Das B2B Unternehmen Commerce One wird mit seiner Net Market Maker Kösung die technologische Grundlage für den Betrieb eines B2B-Marktplatzes für die öffentliche Transportindustrie in Deutschland legen. Zu diesem Zweck schloss Commerce One eine Allianz mit der Einkaufs-und Wirtschaftsgesellschaft für Transportunternehmen (beka) mbH und dem Technologiepartner Stuttgart IT society (S`IT).

Die Plattform der BEKA befindet sich bereits mit indirekten Beschaffungsfunktionen Online und soll bis Mitte des Jahres mit Commerce One`s Lösung auch für direkte Beschaffungen Produktions-sensibler Güter ausgebaut werden. Dieser Marktplatz soll dann im Anschluss die Beschaffungsbasis für landesweit 830 öffentliche Transportunternehmen werden, für die bis Mitte 2001 im BEKA Katalog 3-4 Mio. Artikel Online handelbar sein sollen.

© GodmodeTrader.de

[SteffenP]

http://www.upside.com/Adam_Feuerstein/3a8db0c21_yahoo.html" target="_blank" rel="nofollow ugc noopener">
http://www.upside.com/Adam_Feuerstein/3a8db0c21_yahoo.html
Can Ariba pull out of its slump?
February 20, 2001 03:00 AM ET



What I think I know about the b-to-b sector:

Ariba (ARBA) has lost its Wall Street luster, and it`s going to take a lot of work to get it back.


On Thursday afternoon at the Robertson Stephens technology conference, Ariba CFO Bob Calderoni faced a withering barrage of skeptical questions and comments from money managers. These guys (and gals) carry a big money clip, so their mood is usually a good predictor for a stock`s performance.


And guess what, these money managers were downright cranky. Sure, the market is full of bad news, so you wouldn`t expect to see a whole lot of shiny, happy people. But the negative sentiments expressed in the Ariba conference room -- namely that Ariba has fallen behind its b-to-b software rivals -- goes a long way toward explaining the company`s plunging stock price.


Winning back the Street


Thursday`s event also makes clear just how high Ariba executives need to jump if they want to regain the Street`s admiration. This is a company that, one year ago, seemed incapable of doing anything wrong. Today, it seems that every move it makes -- or doesn`t make -- is being called into question.


Ariba`s planned acquisition of Agile Software is a perfect example. (See "Ariba buys Agile to boost b-to-b credentials.") Announced Jan. 29, the all-stock deal was valued at $2.5 billion, based on Ariba`s $40 per share stock price. On Feb. 16, Ariba`s stock had plunged to $21.50 per share. In other words, more than $1 billion has been shaved off the Agile deal in a little more than two weeks.


In fact, Ariba shares are now worth less than Agile, which was trading at $28.38 on Feb. 16.


Calderoni spent a good portion of his time Thursday explaining the strategy behind the Agile deal, trying to convince the audience that this was a positive step for the company. But the assembled money managers seemed unconvinced. Several people rose to ask Calderoni why Ariba had not acquired a supply chain management company. They asked how Ariba was going to compete with rival i2 Technologies (ITWO). And when Calderoni tried to answer, they asked the same question again.


Small hiccups


Even rather small hiccups, like Dell`s (DELL) decision to shut down its Ariba-powered office supplies marketplace, had the money managers in a lather. Dell is still a big internal user of Ariba software, but that more important fact was overshadowed by the closure of this rather insignificant marketplace venture.


And while all these doubts about Ariba bubbled to the surface at the Robbie Stephens conference, there was still more behind-the-scenes muttering. One of the rumors making the rounds was that Ariba`s sales force is angry about a sharp jump in the company`s annual sales quota. Resumes are on the street, is the word.


Calderoni fielded a question about the quotas, acknowledging that they had, in fact, been increased, but he didn`t say by how much.


It`s fairly routine for software companies to crank up the heat on their sales force every January, so Ariba`s move, depending on the size of the quota increase, may not be unusual. But if the company`s loses its top salespeople, revenue growth could be impacted.


The sort-of bright side


This might seem like unfair piling on. After all, Ariba has performed well by many measures. It`s one of the fastest-growing software companies ever birthed in Silicon Valley. Unlike many of its peers, the company is profitable. Growth rates, while trimmed recently, are still fairly bullish. And the b-to-b software sector, by most accounts, should weather the economic downturn well.


But guess what, all this matters less than the sentiment on the Street. And these days, the Street is giving Ariba the cold shoulder. The widely held view is that Ariba no longer defines b-to-b. That envious position has been ceded to i2 and its supply chain wizardry. I2 is the good-looking quarterback who`s invited to all the big parties and gets all the chicks. Ariba is the lonely nerd who spends Saturday nights watching videos with his parents.


Is this fair? No. Does it mean that i2 really has the goods on Ariba -- that its software and strategy are superior? Not necessarily. But if the situation is to change, Ariba has got to get some its former swagger back. It has to sack the quarterback and steal his girl.


Let`s try this again


At the end of the month, Ariba is holding a shindig in New York where it promises to roll out a new strategy. The company is keeping a lid on details, but maybe the event will begin to erase some of the Street`s skepticism. Maybe this will be the start of a turnaround.


With Ariba setting new 52-week lows with seemingly every trading session, something big has to happen soon.


Wenn es nicht beinahe zum Lachen wäre: Es wird Zeit dass C1 Investierte Ariba die Daumen drücken müssen, damit sie wieder in der Gunst der Anleger steigen, sonst fällt deren Missmanagement noch auf den ganzen B2B-Bereich ab. Bei C1 läuft es wirklich gut, aber alles an guten Nachrichten kann zerstört werden, wenn einer der großen Player die Nachrichtenlage beherrscht...

[81245]

Datum: 20.02. 09:54 Research Report: Commerce One die Nummer 1!


In einem aktuellen Research Report von Intercai Mondiale Management Consultants unter Einkaufsmanagern in 5 europäischen Ländern wird Commerce One in Europa als marktführer geführt. Das B2B Unternehmen betreibt in Europa insgesamt 54 E-markzplätze, wovon 30 regionale/MRO Plattformen und 24 Industrie-weite Marktplätze darstellen. Zuzsätzlich verfügt Commerce One über 48 E-Procurement (Beschaffung) Software Kunden in Europa, Indien, Afrika und dem mittleren Osten. Viele dieser Kunden werden in Kooperation mit SAPMarkets betreut.

Im letzten Quartal trugen internationale Umsätze zu 49% zum Gesamtumsatzvolumen bei. Marktbeobachter schätzen das zukünftige Marktvolumen und somit die Marktchance von Commerce One in Europa im Jahr 2004 auf 60-80% des Volumens der USA.

Das Momentum bestehender europäischer Marktplatzkunden:

- In Frankteich beteiligte sich France Telecom mit 10% an dem industrieübergreifenden Marktplatz answork, der durch Cap Gemini, BNP-Paribas, Credit Agricole und Societe General gegründet wurde.

- Frankreich: Am 18 Januar schloss der Bauindustrie - Maktplatz Constructeo mit Commerce One und Microsoft Abkommen für die Betreuung. Partner sind u.a. die Vinci Group, GTM Group, Masai, Coteba und Eyrolles Group.

- Frankreich: Schlumberger nutzt Commerce One`s Lösung für den handel mit 2.200 Endkunden an 640 Niederlassungen in 70 Ländern weltweit. Monatlich werden durchschnittlich $400 Mio. umgesetzt.

- Frankreich: Mit Valeo hat einer der Top 10 Hersteller von Automobilkomponenten CMRC`s Lösung in mehreren Ländern, u.a. USA, Mexico, Deutschland und Brasilien für Transaktionen integriert.

- England: Der europäische Bauindustrie Marktplatz Asite schloss am 2 Februar mit Commerce One und Microsoft ein Abkommen im B2B Bereich. Partner sind Stanhope, Rotch, Compaq, Aurora, Intel und Attenda.

- England: BTMarketSite (British Telecom) verfügt bereits über 180 Online Anbieter, u.a. CSFB.

- Deutschland: Die deutsche Telekom konnte durch Commerce One`s Technologie die Bestell - und Prozesskosten um 67% reduzieren. Momentan nutzen 9.000 Angestellte die Technologie, Ende 2001 sollen 20.000 Angestellte über CMRC`s Lösung einkaufen.

- Nordische Region: IBX, ein Joint Venture zwischen Ericsson, SEB und anderen Partnern, befinden sich in Dänemark, Finnland, Schweden und Norwegen Online und wird durch CMRC und SAPMarkets betrieben.

- Italien: Der E-Marktplatz mondus.it von Seat Pagine Gialle (Gelbe Seiten Anbieter) führt derzeit eine Testphase durch und soll Anfang des kommenden Quartals den Betrieb aufnehmen.

- Tradecom besitzt momentan ca. 100 Kauforganisationen als Transaktionsveranstalter, neben Portugal auch in Brasilien, Argentinien.

© GodmodeTrader.de

[DimStar]

Private Trading Exchanges: The Cornerstone for $5.7T in B2B Commerce
Tuesday, February 20, 2001
John Bermudez, Senior Vice President

...
The PTX Market Will Grow to $35B by 2005

AMR Research believes every enterprise with revenue exceeding $1B should build a PTX. If only one-third of these companies heeds our advice, the PTX will create the largest application software market ever. We also predict that this market will grow to $35B by 2005, a 68% CAGR. (This market projection includes both application license fees and services.) Fortune 500 companies can expect to spend anywhere from $50M to $100M to build a PTX, and about 70% of this cost will be for services including consulting and systems integration.
...
http://www.amrresearch.com/outlook/default.asp?i=141

[Eboerse]

Aspen Technologies,Retek,MatrixOne,Manughistics!
Zukünftige Übernahmekandidaten?

Fish or Cut Bait: B2B merger mania!
By Paul R. La Monica
Red Herring, February 20, 2001


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Check out the FOCB Index!

The heads of business-to-business (B2B) software companies must be avid fans of Survivor. With all the alliances, partnerships, and mergers going on the sector lately, B2B is turning out to be the stock market`s version of the hit reality show, with a large cast of characters whose true motivations aren`t exactly clear.

In case you haven`t been tuning in, here`s an update. Ariba (Nasdaq: ARBA), the leading online procurement company, has an alliance with i2 Technologies (Nasdaq: ITWO), the top supply-chain management software company. But the future of that alliance is very uncertain. To wit, last month Ariba agreed to acquire Agile Software (Nasdaq: AGIL), another supply-chain management software producer.

Agile recently formed an alliance with Manugistics (Nasdaq: MANU), which is widely viewed as i2`s top competitor. In turn, Manugistics announced last week that it is partnering with Microsoft (Nasdaq: MSFT) and the recently public KPMG Consulting (Nasdaq: KCIN) to strengthen further its position against i2. Confused yet?

Let`s continue. In another part of the great B2B outback, Ariba rival Commerce One (Nasdaq: CMRC) has joined hands with German software giant SAP (NYSE: SAP). Commerce One had an alliance with privately held Adexa, which pretty much dissolved once Commerce One struck its alliance with SAP in June. So Adexa agreed to sell out to yet another B2B company, online auctioneer Freemarkets (Nasdaq: FMKT). Got all that? Whew. Pass me some ibuprofen. My head is killing me.

B2B IS TOPS IN M&A
As confusing as this may all seem, what this high-stakes game of B2B musical chairs boils down to is a primo opportunity for investors. Most B2B stocks have taken a pummeling in the past few months. I actually recommended Ariba, Commerce One, Freemarkets, and another company, PurchasePro.com (Nasdaq: PPRO), in August, and the four stocks are down a blood-curdling 50 percent on average since then, compared with the Nasdaq`s 34 percent drop. But, somewhat paradoxically, B2B is arguably the hottest sector in technology from a mergers and acquisitions standpoint.

Companies like Ariba, which also bought privately held Suppliermarket.com last summer, and Commerce One, which scooped up the formerly publicly traded Appnet in September for a 57 percent premium, are said to be scouring the market still for more acquisition opportunities. To that end, sources say that both companies had also bid for Adexa. And analysts say there are several other public companies that are potential takeover targets for the likes of Ariba, Commerce One, and i2, and even larger software companies like Microsoft and Oracle (Nasdaq: ORCL).

In fact, Microsoft can be credited with firing the opening salvo in the B2B M&A game. On December 21, the company announced that it was acquiring Great Plains Software (Nasdaq: GPSI) for $1.1 billion in stock. At the time, the deal valued Great Plains at a 29 percent premium to its December 20 closing price. But since then, Microsoft`s stock has gained 41 percent, so the transaction now values Great Plains at an 82 percent premium to its December 20 closing price. Talk about great gains for Great Plains shareholders.

THE MATING DANCE
The Microsoft/Great Plains deal set the stage for the marriage of Ariba and Agile (that acquisition valued Agile at a 26 percent premium), as well as Freemarkets`s purchase of Adexa. But the deal-making is far from over. "The mating dance has begun," says Richard Williams, an analyst with Jefferies & Company. "Ariba, Commerce One, PurchasePro, and Freemarkets need to fill out their solution, and they know it."

Mr. Williams mentions three public companies as prime takeover targets: Aspen Technology (Nasdaq: AZPN), Retek (Nasdaq: RETK), and Manugistics. Aspen, a supply-chain management software company with a strong emphasis on the petroleum and chemical industries, is a top candidate. Mr. Williams says that the company`s relationship with customers like Chevron (NYSE: CHV), Dow Chemical (NYSE: DOW), Exxon Mobil (NYSE: XOM), and DuPont (NYSE: DD) will be tough for other B2B companies to replicate and that Aspen could be a good fit for i2.

Retek is also a niche player, a B2B software company that focuses primarily on the retail industry. Manugistics, which experienced a miraculous recovery in the past year, would be a perfect complement to Ariba or Commerce One, but it might be too pricey now. The stock has soared more than 110 percent in the past 12 months, and, as a result, its market valuation is now $3.2 billion, just $2 billion less than Commerce One`s market value and $3 billion below Ariba`s market capitalization. Mark Verbeck, an analyst with Epoch Partners, says that Ariba probably should have acquired Manugistics last year. Not only was Manugistics cheaper, Ariba`s market valuation was over $30 billion.

Another possible takeover target is MatrixOne (Nasdaq: MONE), a supply-chain software management provider that kind of got voted off the island by Ariba. MatrixOne and Ariba formed a partnership in January, just a few weeks before Ariba agreed to purchase Agile, so the fate of the Ariba/MatrixOne partnership is now unclear. "You`ll never see a press release about someone ending a partnership," Mr. Verbeck says.

WARNING: NOT FOR THE FAINT OF WALLET
Of course, investors need to keep in mind that all the stocks in the B2B sector are still tremendously expensive. It`s nice to cash in on a company that is acquired for a hefty premium, but you should be aware of the risk associated with these stocks. The four takeover candidates mentioned trade at an average of 278 times 2001 earnings estimates. But earnings are expected to increase an average of 172 percent this year. Of the four, the best "value" (and I use that term very loosely) is probably MatrixOne, which trades at the admittedly nosebleed valuation of 154 times 2001 earnings estimates and is expected to post earnings growth of 331 percent this year and 70 percent over the next three to five years.

And the prospective acquirers are far from cheap as well. Freemarkets isn`t expected to post a profit until 2002 (it`s trading at 80 times 2002 earnings estimates), whereas Commerce One`s 2001 price-to-earnings ratio is in the quadruple digits (it`s trading at a more modest 73 times 2002 estimates). Ariba and i2 trade at 94 times and 111 times 2001 earnings estimates, respectively.

So even though I think savvy investors can profit from what could be a wave of consolidation in the B2B area, those who are still scared by high valuations should realize that these are by no means safe technology investments.

[moneyhype]

Fish or Cut Bait: B2B merger mania!
By Paul R. La Monica
Red Herring, February 20, 2001

The heads of business-to-business (B2B) software companies must be avid fans of Survivor. With all the alliances, partnerships, and mergers going on the sector lately, B2B is turning out to be the stock market`s version of the hit reality show, with a large cast of characters whose true motivations aren`t exactly clear.

In case you haven`t been tuning in, here`s an update. Ariba (Nasdaq: ARBA), the leading online procurement company, has an alliance with i2 Technologies (Nasdaq: ITWO), the top supply-chain management software company. But the future of that alliance is very uncertain. To wit, last month Ariba agreed to acquire Agile Software (Nasdaq: AGIL), another supply-chain management software producer.

Agile recently formed an alliance with Manugistics (Nasdaq: MANU), which is widely viewed as i2`s top competitor. In turn, Manugistics announced last week that it is partnering with Microsoft (Nasdaq: MSFT) and the recently public KPMG Consulting (Nasdaq: KCIN) to strengthen further its position against i2. Confused yet?

Let`s continue. In another part of the great B2B outback, Ariba rival Commerce One (Nasdaq: CMRC) has joined hands with German software giant SAP (NYSE: SAP). Commerce One had an alliance with privately held Adexa, which pretty much dissolved once Commerce One struck its alliance with SAP in June. So Adexa agreed to sell out to yet another B2B company, online auctioneer Freemarkets (Nasdaq: FMKT). Got all that? Whew. Pass me some ibuprofen. My head is killing me.

B2B IS TOPS IN M&A
As confusing as this may all seem, what this high-stakes game of B2B musical chairs boils down to is a primo opportunity for investors. Most B2B stocks have taken a pummeling in the past few months. I actually recommended Ariba, Commerce One, Freemarkets, and another company, PurchasePro.com (Nasdaq: PPRO), in August, and the four stocks are down a blood-curdling 50 percent on average since then, compared with the Nasdaq`s 34 percent drop. But, somewhat paradoxically, B2B is arguably the hottest sector in technology from a mergers and acquisitions standpoint.

Companies like Ariba, which also bought privately held Suppliermarket.com last summer, and Commerce One, which scooped up the formerly publicly traded Appnet in September for a 57 percent premium, are said to be scouring the market still for more acquisition opportunities. To that end, sources say that both companies had also bid for Adexa. And analysts say there are several other public companies that are potential takeover targets for the likes of Ariba, Commerce One, and i2, and even larger software companies like Microsoft and Oracle (Nasdaq: ORCL).

In fact, Microsoft can be credited with firing the opening salvo in the B2B M&A game. On December 21, the company announced that it was acquiring Great Plains Software (Nasdaq: GPSI) for $1.1 billion in stock. At the time, the deal valued Great Plains at a 29 percent premium to its December 20 closing price. But since then, Microsoft`s stock has gained 41 percent, so the transaction now values Great Plains at an 82 percent premium to its December 20 closing price. Talk about great gains for Great Plains shareholders.

THE MATING DANCE
The Microsoft/Great Plains deal set the stage for the marriage of Ariba and Agile (that acquisition valued Agile at a 26 percent premium), as well as Freemarkets`s purchase of Adexa. But the deal-making is far from over. "The mating dance has begun," says Richard Williams, an analyst with Jefferies & Company. "Ariba, Commerce One, PurchasePro, and Freemarkets need to fill out their solution, and they know it."

Mr. Williams mentions three public companies as prime takeover targets: Aspen Technology (Nasdaq: AZPN), Retek (Nasdaq: RETK), and Manugistics. Aspen, a supply-chain management software company with a strong emphasis on the petroleum and chemical industries, is a top candidate. Mr. Williams says that the company`s relationship with customers like Chevron (NYSE: CHV), Dow Chemical (NYSE: DOW), Exxon Mobil (NYSE: XOM), and DuPont (NYSE: DD) will be tough for other B2B companies to replicate and that Aspen could be a good fit for i2.

Retek is also a niche player, a B2B software company that focuses primarily on the retail industry. Manugistics, which experienced a miraculous recovery in the past year, would be a perfect complement to Ariba or Commerce One, but it might be too pricey now. The stock has soared more than 110 percent in the past 12 months, and, as a result, its market valuation is now $3.2 billion, just $2 billion less than Commerce One`s market value and $3 billion below Ariba`s market capitalization. Mark Verbeck, an analyst with Epoch Partners, says that Ariba probably should have acquired Manugistics last year. Not only was Manugistics cheaper, Ariba`s market valuation was over $30 billion.

Another possible takeover target is MatrixOne (Nasdaq: MONE), a supply-chain software management provider that kind of got voted off the island by Ariba. MatrixOne and Ariba formed a partnership in January, just a few weeks before Ariba agreed to purchase Agile, so the fate of the Ariba/MatrixOne partnership is now unclear. "You`ll never see a press release about someone ending a partnership," Mr. Verbeck says.

WARNING: NOT FOR THE FAINT OF WALLET
Of course, investors need to keep in mind that all the stocks in the B2B sector are still tremendously expensive. It`s nice to cash in on a company that is acquired for a hefty premium, but you should be aware of the risk associated with these stocks. The four takeover candidates mentioned trade at an average of 278 times 2001 earnings estimates. But earnings are expected to increase an average of 172 percent this year. Of the four, the best "value" (and I use that term very loosely) is probably MatrixOne, which trades at the admittedly nosebleed valuation of 154 times 2001 earnings estimates and is expected to post earnings growth of 331 percent this year and 70 percent over the next three to five years.

And the prospective acquirers are far from cheap as well. Freemarkets isn`t expected to post a profit until 2002 (it`s trading at 80 times 2002 earnings estimates), whereas Commerce One`s 2001 price-to-earnings ratio is in the quadruple digits (it`s trading at a more modest 73 times 2002 estimates). Ariba and i2 trade at 94 times and 111 times 2001 earnings estimates, respectively.

So even though I think savvy investors can profit from what could be a wave of consolidation in the B2B area, those who are still scared by high valuations should realize that these are by no means safe technology investments.

[Shakes]

AcquireX powered by Commerce One

AcquireX Launches One-Of-A-Kind Business-To-Education E-procurement Private Network; Education E-marketplace Balances Simplicity With Functionality
Tue Feb 20 15:30:00 2001 GMT


LONG BEACH, Calif.--(BUSINESS WIRE)--Feb. 20, 2001--AcquireX, an e-procurement network founded by educational software pioneers Bob and Jan Davidson, today launched the only Web-based education supply marketplace that combines three separate purchasing options in one system. AcquireX provides one-stop procurement by meeting all K-12 and higher education purchasing regulations, whether buying through AcquireX`s network, through the institution`s preferred vendors, or through bids and quotes. AcquireX also provides the e-procurement industry`s most comprehensive customer support, including the handling of returns and other issues.

Following a successful six-month pilot period, feedback from beta customers such as American University in Washington, D.C., and the Spring Branch School District in Houston, Texas, led to AcquireX`s creation of the three-tiered purchasing options. AcquireX customers may purchase goods and services directly from AcquireX as a "super supplier/aggregator," use the AcquireX sealed bids and quotes modules when legally required, or purchase goods and services using the AcquireX facilitation module. This module is primarily tailored to accommodate an institution`s local vendors and its established supplier contracts. AcquireX is the only major e-procurement system that offers these three options.

"AcquireX has provided American University with excellent pricing, complimented by reliable, next-day delivery. We are hearing positive comments throughout the campus, especially about their customer service," said Doug Kudravetz, assistant vice president of finance at American University. "I am particularly pleased to be able to decentralize the purchasing process to our end-users, while still realizing the discounts associated with volume pricing. Until now, they were mutually exclusive."


Specific customer benefits include:


- An on-line, electronic catalog of world-class vendors with

proven track records of reliability and prompt delivery;

- Exceptional consortium pricing on commodities like office

supplies; art, school and lab supplies; janitorial and

industrial equipment; sporting goods; computers and

peripherals; and software and hardware;

- The ability to work with multiple vendors and have one

point-of-contact for customer service, invoicing and payment

issues;

- Reduced purchase order cycle time by mirroring current

purchasing and approval processes in an electronic format;

- Ability to submit multiple categories of commodities on one

purchase order and one payment;

- Decreased time and expense in obtaining quotes and processing

bids;

- Accommodation of local vendors in the procurement process.


"Customer service, competitive pricing, ease of use, and streamlined work flow are the keys that drive repeat usage to AcquireX," said Jack Allewaert, president and CEO of AcquireX. "Customers are looking for an e-procurement solution with a wide selection of goods and services, along with quick response and complete and accurate fulfillment."

The AcquireX e-marketplace is powered by CommerceOne, Inc. (NASDAQ:CMRC) solutions that AcquireX has customized to meet the specific needs and requirements of the education community. Product offerings from AcquireX`s aggregator and facilitator suppliers are consolidated into a unified catalog in one seamless interface for users, making it easier for customers to find and compare products. The AcquireX system also provides each institution with unique workflow approval capability.

"CommerceOne is pleased to work with AcquireX to make numerous e-commerce options available to the end-user on one," said Bill Foster, western regional vice president, CommerceOne. "We believe the advanced technology that AcquireX is using will greatly benefit the education industry."

In addition to CommerceOne, AcquireX has teamed with some of the strongest technology providers in e-commerce. Oracle Financials have been implemented for internal financial accounting and reporting. Verisign provides site security authentication, and Exodus Communications is hosting the site at its El Segundo data center.

AcquireX was founded and is currently funded by the Davidson family. The Davidsons` track record of success began in 1983 when they founded Davidson & Associates, an international multi-media software company. Davidson & Associates is best known for its "Blaster" series of products. The Davidsons led the company through a successful initial public offering while retaining majority ownership of the company and eventually sold all of their interest in the company for approximately $1 billion. Much of AcquireX`s senior management team consists of individuals that led Davidson & Associates through its remarkable growth and financial success.


About AcquireX


AcquireX is the only e-procurement company to deliver three customized purchasing alternatives that bring efficiency, personalized customer care and savings back to the education community. Founded in 1999 as the latest business venture of the Davidsons, AcquireX was created to reduce cost and to streamline the fragmented procurement process for the K-12 and higher education procurement market, estimated at more than $100 billion per year. AcquireX is headquartered in Long Beach, Calif., with a sales and marketing office in Hoffman Estates, Ill. For additional information about AcquireX visit www.acquirex.com.

[buck.]

hab noch was:

Commerce One - das nächste große Ding

Mehr als 70 Journalisten - darunter zwei Stock-World Redakteure - lauschten am Montagabend in Berlin gebannt den Worten Mark Hoffmans, CEO von Commerce One [ Kurs/Chart ], über die Zukunft seines Unternehmens. Der B2B-Boom wird anhalten, so das Fazit der Rede.

Der Entwickler und Betreiber von elektronischen Handelsplattformen ist der Veranstalter der in Berlin stattfindenden eLink-Konferenz (19.-21.2.). Unter dem Motto „borders become bridges (Grenzen werden zu Brücken)“ werden die Teilnehmer über die Technologie, die hinter den virtuellen Marktplätzen steht, informiert.

Hoffman äußerte sich zum Auftakt der Veranstaltung grundsätzlich positiv zur weiteren Geschäftsentwicklung von Commerce One. Trotz des ungünstigen wirtschaftlichen Umfeldes rechnet er mit anhaltend hohen Wachstumsraten bei elektronischen Handelsplätzen.

Grund für seinen Optimismus sei das Investitionsverhalten der Firmen, die besonders in schwierigen Zeiten nach Einsparungsmöglichkeiten suchten. Und eine dieser Möglichkeiten bestehe in der Implementierung eines elektronischen Handelsplatzes.

Nach den öffentlichen Marktplätzen (public eMarketplaces) sieht Hoffman die privaten Handelplätze (privat eMarketplaces) als "das nächste große Ding“. 1999 und 2000 hätten ganz im Zeichen großer Plattformen wie Covisint (Handelsplattform der Automobilindustrie) gestanden. "Jetzt gehen die Firmen dazu über, immer mehr Einzelbereiche direkt mit einem festen Geschäftspartner zu verbinden."

Besonders interessant seien diese privaten Plattformen auch für kleine und mittelständische Firmen, für die sich eine Anbindung an die großen öffentlichen Marktplätze häufig nicht lohne. Daher erwartet Hoffman ab 2001 einen Boom in diesem Marktsegment.

Wer von diesem neuen Kundenpotenzial vor allem profitieren wird, ist für Hoffman klar: Commerce One. Mehrfach betonte der Chef die marktführende Stellung des Unternehmens bei elektronischen Handelsplätzen.

Garant des internationalen Erfolges sei die Kooperation mit SAP [ Kurs/Chart ]. Die langjährige Erfahrung der Walldorfer bei der Entwicklung von Warenwirtschaftssoftware habe es Commerce One ermöglicht, kundenorientiert zu produzieren. Die Kundenbasis von SAP mit mehr als 15.000 Firmen stelle zudem ein enormes Potenzial für Commerce One dar.

Konkurrenzdruck durch Firmen wie Ariba [ Kurs/Chart ] und Oracle befürchtet Hoffman nicht. Ganz im Gegenteil. Während einer Analystenkonferenz am frühen Montagnachmittag sagte er, Ariba werde in den kommenden Monaten massive Probleme bekommen: "Die Allianz mit i2 Technologies und IBM ist gescheitert." Hinzu komme, dass Mitbewerber wie Oracle [ Kurs/Chart ] in das Kerngeschäftsfeld Aribas drängen.

Oracle kam ebenfalls nicht ungeschoren davon. Die Aussage von Oracle-Chef Larry Ellison, Covisint bestehe zu mehr als neun Zehntel aus Oracle-Technologien, nannte der Commerce One-CEO schlichtweg „falsch“.

Trotz des allgemeinen Optimismus für die Zukunft äußert sich Hoffman im Gespräch mit Stock-World zurückhaltend zu den konkreten Wachstumsraten: „Alles was nach 2001 kommt, können wir derzeit nicht abschätzen.“ Die Umsatz- und Ertragsprognosen für spätere Zeiträume stammten von Analystenhäusern, Commerce One selbst habe der „Street“ keine Daten übermittelt.

Im Laufe des Tages wird Stock-World sie weiter über die eLink-Konferenz informieren.


© 20.02.2001 www.stock-world.de

[DimStar]

Tuesday February 20, 5:39 pm Eastern Time
Commerce One, SAP take aim at i2 with new joint product
By Siobhan Kennedy

NEW YORK, Feb 20 (Reuters) - Commerce One Inc. (NasdaqNM:CMRC - news) and SAP AG (NYSE:SAP - news), taking aim at a market dominated by i2 Technologies Inc. (NasdaqNM:ITWO - news), are planning a venture to launch software that allows manufacturers to streamline the purchase of raw materials by collaborating with suppliers over the Internet.

The jointly developed software, which enables companies to set up online marketplaces that link buyers and suppliers and enable them to share product plans and designs online, will be available at the end of March, Commerce One and SAP said this week at Commerce One`s eLink user conference in Berlin.

``I think it`s a very good product. We`ve talked to a number of early users of the software and they`ve all been very bullish on it,`` said Goldman Sachs` Tom Berquist.

Although Commerce One and SAP formed an alliance for online exchanges in June last year, Kevin Schick, Commerce One vice president of product marketing, told Reuters the existing version of their joint platform, called MarketSet, featured only ``loosely coupled`` software from the two vendors.

But the new version will include tight integration between Commerce One`s electronic commerce software and SAP`s supply chain applications, which enable companies to share their product planning and purchasing details with partners and suppliers, Schick said in an interview on Tuesday.

``It`s a very competitive move against i2. I would say the two leading contenders in the direct procurement, collaborative commerce market are now Commerce One and SAP against i2,`` Berquist said.

While the first generation of online exchanges focused on indirect procurement, or the buying and selling of finished goods such as office products and services, over the Web, the second generation is focused on software that automates direct procurement, or the buying and selling of raw materials.

Inefficiencies in procuring raw materials cost manufacturers billions of dollars a year, analysts said.

But they say bringing the systems on line, and enabling buyers and suppliers to share inventory, demand and planning data, will help cut those costs dramatically.

Automating that process was also the reason Commerce One`s rival Ariba Inc. (NasdaqNM:ARBA - news) got together with No.1 supply chain management software vendor, i2 Technologies, and International Business Machines Corp.(NYSE:IBM - news), to form their joint B2B Alliance last year.

But with Ariba and i2 continuing to launch products that encroach on each other`s territory, many analysts say the alliance is all but over, leaving the door wide open for Commerce One and SAP.

To that end, the two vendors used Commerce One`s conference this week to gather momentum for their alliance by announcing a host of new joint customer wins.

The companies, which already have 15 joint marketplaces under their belt, said their software would be used as the platform to power four more exchanges.

Importantly, said Schick, the marketplaces help Commerce One expand its presence in Europe, where the vendor has had very little traction to date.

Brokerage firm Credit Suisse First Boston said in a research note Tuesday that SAP was key to Commerce One`s international success.

``SAP`s global installed base of 13,000 and 50 percent applications market penetration level in Europe provides a rich revenue stream,`` CSFB said. ``Release of MarketSet 2.0 at the end of this month will further accelerate new opportunities.``

The firm said that Commerce One`s management had indicated during the conference that there were several industries -- chemical, agriculture, electronic components and general contracting -- that have yet to be tapped.

Commerce One stock fell $2-5/8, about 11 percent, to $21-3/8 on Nasdaq on Tuesday, while i2 lost $5, or 13 percent, to 33-3/16. SAP`s shares traded on the New York Stock Exchange fell $1.54, or 3.5 percent, to $42.80.


http://biz.yahoo.com/rf/010220/n20417624_2.html

[Eboerse]

Hi Dim Star
Das sind ja schon nähere Angaben zu der neuen Software.
Eine Menge Promotion,es sieht so aus als ob Commerce One und SAP sehr gute Arbeit geleistet haben.
Na warten wir mal ab,wo werden wir eine eins in der SSB Matrix eintragen können?
In Feld 8 und 20?
Schätze ich bisher ungefähr so ein.
Viele Grüsse

[SteffenP]

Wednesday February 21, 8:00 am Eastern Time
Press Release
SOURCE: Ariba, Inc.
eGlobalChem Goes Live on Ariba B2B Commerce Platform
Global Marketplace Targets the Specialty Chemicals Industry
MARLBOROUGH, Mass. and MOUNTAIN VIEW, Calif., Feb. 21 /PRNewswire/ -- eGlobalChem, a private business-to-business (B2B) eCommerce marketplace that provides solutions for the global specialty chemicals industry, and Ariba, Inc., (Nasdaq: ARBA - news), the leading B2B eCommerce platform and network services provider, today announced that eGlobalChem has selected Ariba to power the eGlobalChem.com(SM) Web portal, which launched on February 16.

eGlobalChem is using the latest versions of the Ariba® Marketplace(TM) and Ariba® Dynamic Trade(TM) solutions. Key investors and participants in the eGlobalChem marketplace include the Germany-based, global chemical firm, Celanese AG, and Arch Chemicals, a global specialty chemicals company headquartered in Connecticut. These companies have domain expertise, existing buyers and suppliers, and can provide valuable industry insights that allow eGlobalChem to better serve its target market.

GlobalBA.com, Inc., the parent company of eGlobalChem, has invested nearly $10 million to design and build its eMarketplace and Web portal, which allow registered participants to source goods and services, transact business with new and existing trading partners, and exchange information in a secure environment. The eGlobalChem.com marketplace will ultimately be available in five languages -- English, Japanese, German, Spanish, and Chinese.

``The Ariba® B2B Commerce Platform(TM) provides a flexible, extensible, component-based framework for our global eMarketplace,`` said Marilyn Martin, eGlobalChem`s chief information officer. ``Their framework allowed us to focus our development resources on designing and delivering a truly unique set of relationship-centric products and services for the specialty chemicals industry.``

``By working closely with leading chemical industry companies, eGlobalChem is well-positioned to develop a global, interactive online marketplace to deliver significant value for its participants,`` said Martin Boyd, director of marketplace solutions at Ariba. ``After the quick launch, we look forward to working with eGlobalChem to assist with their liquidity-building strategies.``

eGlobalChem.com participants can leverage enhanced catalog search and discovery features of Ariba Marketplace, allowing buyers to enter multiple value or range-driven parameters when searching for direct or indirect products, all through an intuitive user interface. The Ariba Dynamic Trade solution enables traders to negotiate transactions of direct and indirect goods on a number of complex, non-price-related attributes such as product specifications, delivery dates and payment methods.

eGlobalChem also offers its marketplace participants the B2B-Advantage(SM), a solution suite aimed at reducing the complexities of certain business elements, such as transaction capabilities, relationship management, business intelligence, inventory control and business strategy and logistics, while still allowing participants to enjoy the cost savings and time management benefits of the eMarketplace. eGlobalChem`s unique Managed Relationship Model(SM) not only gives participating companies a complete, real-time view of their market channel, but also provides tools to help nurture their valuable, mutually beneficial relationships, such as the close relationships that exist among suppliers, distributors, trading companies and end users. The eGlobalChem business model encourages and facilitates ongoing collaborative efforts among all market-channel participants who add value to the process.

About eGlobalChem

eGlobalChem is a private marketplace providing business-to-business e-commerce solutions for the global specialty chemicals industry. Called the B2B-Advantage(SM), eGlobalChem.com is the first B2B marketplace to offer relationship-management tools and other relationship enhancements to all participants of the chemical industry supply chain -- suppliers, distributors, trading companies and end-users. eGlobalChem is a business of GlobalBA.com, Inc. -- Global Business Advantage(SM) -- of Marlborough, MA. eGlobalChem has formed a number of key strategic alliances, which are the foundation for market penetration during an extremely high growth period. For more information, please visit http://www.eGlobalChem.com/ .

[Shakes]

"Der B2B-Sektor befand sich in einer unglaublichen Euphoriephase"

Die euphorischen Zeiten im B2B-Sektor sind vorbei, Ernüchterung hat sich unter den Anlegern breit gemacht. Wirtschaftsflaute und krasse Fehleinschätzungen bei der Planung und Umsetzung von elektronischen Handelsplätzen ließen die Träume dutzender B2B-Start-ups in den vergangenen Monaten wie Seifenblasen platzen. Die Folge: Die Kurse im Sektor kollabierten. Auch Commerce One [ Kurs/Chart ] kam nicht ungeschoren davon, der Kurs hat sich vom Höchststand aus mehr als gesechstelt. Stock-World hatte während der eLink-Konferenz (19. Bis 21.2) in Berlin Gelegenheit, mit John Biestmann, dem Senior Vice President Investor Relations, zu sprechen.

Stock-World: Herr Biestmann, Hasso Plattner, der Chef von ihrem wichtigsten Kooperationspartner SAP, hat sich in der Vergangenheit häufiger kritisch zu B2B-Firmen geäußert. In der Zeitung „Die Welt“ bezeichnete er sie unter anderem als Service-Unternehmen, dessen Bewertung unangemessen hoch sei.

John Biestmann: Der B2B-Sektor hat sich bis Mitte letzten Jahres in einer unglaublichen Euphoriephase befunden. Es ging den Investoren nicht mehr um die Fundamentaldaten wie dem Kurs-Umsatz- oder dem Kurs-Gewinn-Verhältnis. In Ermangelung von Erfahrungswerten wurden die verschiedenen Titel deshalb ganz einfach an ihrem möglichen Potenzial gemessen, wenn sie so wollen, an ihrem „Kurs-Erwartungs-Verhältnis“. Und das hat die Notierung in die Höhe schnellen lassen.

Jetzt verfügt die „Street“ aber über entsprechende Daten und deshalb zählt auch nur noch, welches Unternehmen in der Lage ist, seine Software wie schnell zu implementieren. Ich glaube nicht, dass Herr Plattner Commerce One als reines Service-Unternehmen sieht. Durch die Übernahme von AppNet beispielsweise haben wir ja unsere Möglichkeiten deutlich über diesen Bereich hinaus erweitert.

Stock-World: Eine Übernahme, die an der Wall-Street keine Begeisterung ausgelöst hat

John Biestmann: Das ist richtig. Als wir den Kauf im letzten Juni angekündigt hatten, konnten die Analysten damit zunächst nichts anfangen. Das hatte jedoch grundsätzlich nichts mit AppNet zu tun. Sehen Sie, die Gewinnmargen bei Softwarelizenzen erreichen 80 bis 85 Prozent, bei Servicefirmen wie AppNet, und da nur bei den wirklich guten, liegen die Margen bei 45 Prozent. Die Analysten machten sich wohl ganz einfach Sorgen darüber, dass sich die Akquisition negativ auf unsere Margen auswirken könnte.

Stock-World: Und tut sie das nicht?

John Biestmann: Diese Frage ist nicht einfach mit einem Ja oder Nein zu beantworten - jedenfalls nicht in unserem Fall. Normalerweise folgen Aufträge aus dem Lizenzgeschäft Service-Abkommen. In unserem Fall ist es jedoch so, dass wir auch von AppNet profitieren. Der gute Ruf der Firma hat uns beispielsweise das Geschäft mit der Navy ermöglicht, eine sehr ungewöhnliche Konstellation.

Stock-World: Die Navy wird einen privaten Handelsplatz für ihre Beschaffung einbinden. Während der Analystenkonferenz am Montag sagte Mark Hoffman, diese Plattformen mit einem festen Kunden seien „das nächste große Ding“.

John Biestmann: Ich glaube jedenfalls, dass den privaten Handelsplätzen ein Boom bevorsteht. Stellen sie sich doch einfach einmal Firmen wie Coco-Cola vor. Die Abfüllbetriebe arbeiten häufig mit den gleichen Zulieferern. Weshalb also sollte man seine Beschaffung jedes Mal wieder über einen öffentlichen Marktplatz abwickeln? Da macht die direkte Verbindung mit einem Geschäftpartner durchaus Sinn. Zusätzlich eröffnet diese Art des Handels ganz neue Möglichkeiten. Die Firmen können beispielsweise ihre Lagerbestände miteinander abgleichen und sehen dann direkt, wo Positionen aufgestockt werden müssen. Der Vorteil für uns ist, dass sich die privaten Plattformen praktisch für jede Industrie eignen.

Stock-World: Sie steigen damit also noch tiefer in die Beschaffungsprozesse ein?

John Biestmann: Absolut richtig.

Stock-World: Besteht die Möglichkeit, dass Großunternehmen, die bereits an einen der öffentlichen Handelplätze angeschlossen sind, auch private Plattformen implementieren?

John Biestmann: Ja natürlich. Es ist durchaus denkbar, dass die Firmen bestimmte Abteilungen mit festem Zulieferstamm direkt verbinden. Das stellt überhaupt kein Problem dar.

Stock-World: Das Engagement von Commerce One bei der elektronischen Beschaffung verstärkt den Druck auf Ariba, aber auch auf Oracle. Wie sehen sie die Konkurrenzsituation?

John Biestmann: Oracle haben wir in letzter Zeit bei Projekt-Ausschreibungen nur noch selten gesehen. Ariba ist in der Tat einer der Hauptkonkurrenten in diesem Bereich.

Stock-World: Das letzte Quartalsergebnis fiel mit einem Verlust von fünf Cents vor Sonderfaktoren überraschend positiv aus. Um diese Sonderfaktoren bereinigt, betrug der Verlust happige 197,5 Millionen Dollar oder 99 Cents je Aktie.

John Biestmann: Das ist richtig, aber keine wirkliche Überraschung. Denn alleine die Abschreibungen aus den Übernahmen machen 95 Prozent dieser Belastungen aus. Die Analysten waren mit dem Ergebnis jedenfalls ganz zufrieden. In Deutschland schaut man viel mehr auf das Nettoergebnis, aber in den Vereinigten Staaten ist die wichtigste Größe nun einmal das Ergebnis vor Sonderfaktoren. Aber um solche Missverständnisse auszuräumen sind wir ja hier.


© 21.02.2001 www.stock-world.de

[Shakes]

Commerce One, SAP – neue Konkurrenz für i2

Commerce One [Nasdaq: CMRC Kurs/Chart ] und SAP [NYSE: SAP Kurs/Chart ] haben eine Software für elektronische Business-to-Business (B2B)-Marktplätze entwickelt, die den Rohstoff-Beschaffungsprozess im produzierenden Gewerbe rationalisieren soll. Das neue Produkt werde voraussichtlich bereits Ende März auf den Markt kommen, teilten Vertreter beider Unternehmen auf der eLink-Konferenz in Berlin mit.

Elektronische B2B-Marktplätze der ersten Generation konzentrierten sich vor allem auf indirekte Beschaffung, d.h. den Einkauf gefertigter Produkte wie Bürobedarf. Die neue Handelsplattform richtet sich hingegen an Produzenten, die für ihren Herstellungsprozess Rohstoffe benötigen.

"Ich denke, es ist eine sehr gute Software. Alle Kunden, die die Handelsplattform bislang getestet haben, waren begeistert", sagte Goldman Sachs-Analyst Tom Berquist. Zudem greife man mit dem Produkt i2 Technologies [Nasdaq: ITWO Kurs/Chart ] an. Commerce One/ SAP und i2 Technologies seien nun Hauptkonkurrenten im Bereich direkte Beschaffung, so Berquist.

15 elektronische Marktplätze haben Commerce One und SAP bereits mit ihrer früher entwickelten Plattform MarketSet ausgestattet. Dabei sei die Software beider Unternehmen jedoch nur "lose miteinander verbunden", erklärte Commerce Ones Vice President of Product Marketing, Kevin Schick. Mit dem neuen gemeinsam entwickelten Produkt werden voraussichtlich vier weitere Handelsplattformen betrieben werden.


© 21.02.2001 www.stock-world.de

[Shakes]

Commerce One and SAP set to deliver
by Tatum Anderson on 21 February 2001 12:13:00 GMT

Commerce One has said it plans to release MarketSet by the end of the quarter– the fruit of its partnership with SAP, as well as measures to encourage companies to try out marketplaces before they build ones themselves.

The long-awaited MarketSet will combine collaborative planning and sourcing, business analysis and collaborative design functionality from Commerce One with advanced planning and optimisation, product lifecycle management and data warehousing functionality from SAP. The collaboration was first announced in June and according to industry observers may significantly increase the take-up of marketplace software because of the huge existing SAP ERP customer base waiting to be tapped. MarketSet 2.0 will be available for delivery to customers at the end of March 2001.

In addition, Commerce One has announced that the fourth version of its MarketSite Operating Environment will be available February 28. This is the basis for its flagship MarketSite marketplace buy-side and sell-side software. It will now provide a business services framework, a tool that allows companies to hook in new services and business applications such as content, logistics, supply chain management and collaboration functionality from third party vendors to the marketplace.

The operating environment will also contain an interface builder and an XML transaction platform that together serve as the foundation of the e-marketplace. The builder is one of the first deliverables from the collaboration between Commerce One and SAPMarket. It will provide community management and personalisation, with single sign-on capabilities.

The MarketSite platform is based on XML and xCBL and supports protocols including EDI, BizTalk and RosettaNet to allow operability with other marketplaces.

The operating environment – and therefore the commitment to interoperability – is the key to Commerce One’s strategy according to Nigel Montgomery, research director, e-business applications and strategies at AMR.

The vendor only recently admitted that its bid for world domination would now have to make room for other vendors. As a result, the business framework will allow connections to partners including JD Edwards and competitors such as Ariba. Montgomery said: “They now understand the longer term gain. They have recognised that they can’t build everything.”

He added that this is in contrast to fellow marketplace provider Oracle, which has followed its usual mindset that customers will want to buy nothing else but Oracle and therefore provides minimal interoperability. He explained: “Oracle only talks to Oracle.”

In addition, Commerce One seems to be moving more in the direction of picking up potential market makers as early as possible. Montgomery believes this has been made possible by allowing them to use the MarketSite platform to on-ramp to existing marketplaces within the Global Trading Web, the aggregated Commerce One international b2b trading community that has 107 exchanges.

This try-before-you-build strategy may be lucrative, according to industry observers. This is because it is understood that despite millions being spent on building over 50 Commerce One-based marketplaces in Europe, less than half are live and none is believed to be making a profit. Montgomery explained: “A lot of SMEs want to get into marketplaces and play with procurement - but they don’t want ownership.”

In the UK, MarketSite is hosted by BT Ignite and now boasts over 180 suppliers. Other large UK companies on BT MarketSite include Boots, Amex, Powergen, Credit Suisse First Boston and BT.

[DimStar]

Commerce One`s eLink Conference Delivers More Customers, Less Hype
Tuesday, February 20, 2001

Commerce One is pushing across international borders. At the company`s sixth annual eLink conference in Berlin, Chairman Mark Hoffman said that international operations--that is, sales operations outside the United States--now accounts for 50% of global revenue. Commerce One claims to have 140 marketplaces globally, 54 of which are in the Europe, Middle East, and Africa (EMEA) region. Hoffman does not expect any of those in EMEA to be profitable before the end of this year.
Notable announcements include new European marketplace customers, including Russian service provider IBS and Swisscom, which is already a customer with its conextrade e-marketplace. Swisscom is now upgrading to MarketSet. Commerce One also signed the Beka Alliance, an alliance of 830 German transportation companies that are live on indirect procurement now and intend to provide direct procurement by mid-year. Two strategic announcements were also made. Hasso Plattner, cochair of SAP, was present to add support to the announcement that MarketSet, the SAPMarkets/Commerce One joint venture product, is still on and will be available in 1Q01. Hoffman said that 1,500 engineers are currently working on the integration aspects of the product. Also making news is that the fourth generation of MarketSite Operating Environment will be available at the end of the month. This will include the Business Services Framework, a services layer that external partners can use to plug value-added services into Commerce One marketplaces.

Whilst this event is slightly more upbeat than Oracle`s last week, it is clear that the hype around marketplaces has begun to plateau. The major vendors in the market now realise that the new race will be won by delivery, not words. Commerce One, together with its partnership with SAPMarkets, is beginning to provide quality references, but many organisations must begin to question whether heavy investment in such marketplaces is warranted when even the vendors expect no profitability for at least a year. This is further evidence that investment in marketplace technology is a long-term proposition and not a quick win, quick fix opportunity.--Nigel Montgomery and Beth Barling


http://www.amrresearch.com/BreakingNews/default.asp?i=779

[Klarius]

New insider trade data for CMRC
Transactions Reported Over the Last Year

http://biz.yahoo.com/t/c/cmrc.html

[kleftiko]

SAP, Commerce One `Cautiously Optimistic` on U.S.

By REUTERS
Filed at 9:02 a.m. ET

BERLIN (Reuters) - Europe`s largest software company SAP AG and its U.S. partner Commerce One said this week they were ``cautiously optimistic`` that sales in 2001 would resist a slowdown in U.S. economic growth.

SAP co-Chief Executive Hasso Plattner and Commerce One CEO Mark Hoffman told Reuters in an interview that order pipelines appeared to be holding up despite gathering signs of faltering growth in the world`s largest economy.

``We`re really watching the pipeline and from what we see out there, I would say we are cautiously optimistic on that side of the equation,`` Hoffmann said on Tuesday.

``We`re seeing that where IT spenders are cutting down on their rate of growth, they`re still growing their IT budgets and they say they`re going to spend money in three areas: Marketplaces, Supply Chain Management and CRM (Customer Relationship Management), two of which are good for me and three that are good for Hasso.``

SAP and Commerce One, which in June set up a partnership to develop software to allow companies to buy and sell goods over the Internet, currently run 15 Internet marketplaces, of which 10 are in Europe.

Plattner, whose company has battled to establish itself in the fiercely competitive U.S. market, said the outlook for sales remained strong even with the prospect of slower economic growth.

``There is still a huge volume there,`` he said. ``I believe that more contracts will go to larger and well established companies, companies that are profitable.``

``I think our share of this market volume can be increased and so far I don`t think the slight downturn in growth rate will hit us,`` he said.

SAP and Commerce One both announced better-than-expected fourth quarter results last month and both have stood apart from much of the battered tech sector, giving relatively positive forecasts for the current year.

Other software companies, including industry giant Microsoft Corp, have warned of flagging revenues as companies slow purchases of some types of information technology and computer hardware.

SAP last month announced a 51 percent rise in fourth quarter operating profit on the back of a strong performance from its mySAP.com e-business suite and said it expected sales to grow by at least 23 percent in the first half of the year.

INTERNET GROWTH

The business-to-business (B2B) marketplace concept, once expected to see mushrooming growth as companies joined forces to cut purchasing costs on everything from pencils to car parts has faced increasing skepticism, with many analysts suggesting that just a few big marketplaces will survive.

But Plattner brushed off such concerns, saying companies would find ways to work together online.

``One thing is for sure and that is in the future companies will work together using the Internet,`` Plattner said.

He said SAP might seek further partnerships or acquisitions, but he played down the prospects of a major deal.

``We do partnerships from time to time, we buy companies but we don`t go for big mergers,`` he said, adding that SAP would continue to look for opportunities where they arise.

``It`s more that the technology is interesting. The company has to match and that`s with regard to location, with regard to the people, to their vision. That`s not that easy.``

But Plattner stressed that the relationship with Commerce One was for the long term.

``We started with the premise that we wanted to work together for the long term and not just for one or two seasons,`` he said.

[Torsten1000]

Europas größtes Software-Unternehmen, SAP, und sein Partner, die amerikanische Commerce One, zeigen sich "vorsichtig optimistisch", dass ihre Umsätze für das Jahr 2001 dem Abkühlen der US-Wirtschaft standhalten werden.

Sprecher der beiden Unternehmen sind der Meinung, dass sich die allgemeinen Ausgaben im IT-Bereich zwar verringern werden, doch dass die Budgets für virtuelle Marktplätze, Supply Chain Management und Customer Relationship Management ausgeweitet werden. Dies seinen die Hauptgeschäftsbereiche von SAP und Commerce One, daher sehe man der Zukunft nicht so schlecht entgegen, wie manch anderer Konkurrent.

SAP und Commerce One, welche im Juni eine Partnerschaft gegründet haben, betreiben inzwischen 15 virtuelle B2B-Marktplätze. 10 davon in Europa und 5 in den USA. Beide Unternehmen kündigten letzten Monat Zahlen an, die besser sein sollen, als die meisten Erwartungen.


Quelle: finance-online


Torsten

[guteaktie]

Kann mir jemand sagen ob und wo ich die Kurse von Commerce

one auf Teletext sehen kann???????

DANKE

[commb2b]

N-TV

Seite 252/6 Kurse in Euro
Seite 316/2 Kurse in Dollar

aber alles um 15 Minuten verspätet

[Torsten1000]

NTV-Teletext Tafel 316 15 Minuten verzögert!

Torsten

[guteaktie]

Danke
@ Torsten 1000
@ commb 2b

[DimStar]

Merrill Lynch schätzt das Umsatzwachstum in 2002 auf 30 %


We are initiating coverage of Commerce One with an int. term Accumulate, long term Buy opinion and a 12-month price target of $24.

We believe CMRC could see up to 20% price appreciation from current levels over the next 12 months. Our initial price objective for CMRC of $24 is based on a 5x multiple of our CY 2001 revenue estimate of $924 million, and a CY02 PEG of 1.8x.

We are establishing EPS and revenue ests of $0.00 and $924 mil (+130%) for FY01, and $0.26 and $1.21 bil (+31%) for FY02.

http://investor.cnet.com/investor/news/newsitem/0-9900-1028-…

[SteffenP]

Tuesday February 27, 5:00 am Eastern Time
Press Release
Gofish Selects Commerce One to Extend E-Marketplace Trading Opportunities for the Seafood Industry
PORTLAND, Maine & PLEASANTON, Calif.--(BUSINESS WIRE)--Feb. 27, 2001--Gofish, a leading platform for the seafood industry, has chosen Commerce One, Inc. (Nasdaq:CMRC - news), the e-marketplace company, to expand Gofish`s e-commerce offering to include the buying and selling of non-seafood goods and services. In addition to trading seafood online at the Gofish Seafood Exchange, buyers and sellers in the seafood industry will now be able to purchase a variety of non-seafood items like cleaning supplies, office items and telephone services as well as seafood-related supplies such as nets, breading and batters.

``We spent last year fully developing the Seafood Exchange, in which more than 1,000 users accessed our decision-critical, proprietary information and traded more than $100 million (annualized) in inventory. We look forward to taking these offerings a step forward in the coming year,`` said Neal Workman, Gofish founder and CEO. ``Adding MRO (maintenance, repair and operations) capabilities and NSP (non-seafood procurement) offerings helps us fulfill our mission to be the complete e-commerce solution for the seafood industry.``

Commerce One`s e-marketplace technology will enable Gofish to quickly and effectively implement its enhanced e-marketplace offering, providing seafood industry buyers and sellers with a fast and convenient way to find and purchase items. With the expanded offering, harvesters, processors, distributors, and importers in the seafood industry will be able to leverage the Gofish trading platform to gain access to new markets and trading partners.

``We look forward to working with Gofish to help them deliver a rich e-marketplace for their suppliers, customers and partners,`` said Rob Tarkoff, senior vice president of worldwide business development for Commerce One. ``We congratulate Gofish on extending their offering to enable the seafood industry move more of its business onto the World Wide Web.``

Gofish members who choose to buy seafood and non-seafood items online will all be able to utilize proprietary credit information from its Seafax business unit. In addition, members will continue to access the latest industry information provided by the Gofish news team and other industry sources. Gofish expects its MRO offerings to be available to its members this May and the NSP platform available to members by July of this year.

About Gofish.com

Gofish.com is the leading online platform for seafood industry commerce. In addition to the Seafood Exchange, the site features up-to-the-minute stories from the Gofish news team, Seafax Business Wire and other top industry sources. The portal also contains secure access to proprietary credit information on trading partners provided by the industry`s most widely respected credit information bureau, Seafax. Gofish is a privately held corporation based in Portland, Maine, with offices in Seattle, New York, Norway and Thailand. For more information on Gofish, please visit www.gofish.com or call 800/777-3533.

[Harami]

Top Software Firms Fall As Analysts Cut Estimates
TUESDAY, FEBRUARY 27, 2001 10:49 AM
- Unknown (rittz)

NEW YORK (Reuters) - Shares in the world`s largest software vendors, including Microsoft Corp. and Oracle Corp., were down on Tuesday after two key analysts cut their earnings estimates for the group, citing the U.S. economic slowdown and continued weakness in technology spending.

Goldman Sachs` Tom Berquist said he was cutting a host of software companies, including Microsoft (NASDAQ NM:MSFT), Oracle (NASDAQ NM: ORCL), PeopleSoft Inc. (NASDAQ NM:PSFT) and electronic-commerce giants Ariba Inc. (NASDAQ NM:ARBA) and Commerce One Inc. (NASDAQ NM:CMRC). He also cut the No.1 supply chain management software vendor, i2 Technologies Inc. (NASDAQ NM:ITWO), whose software helps businesses manage their inventory and buying processes.

I2 was down $4-1/2, or more than 12 percent, to $31. Microsoft was down 3/4 at $60-5/16, while shares in Oracle, the No. 1 database software company, were down $1-1/8, or around 5 percent, to $22.

``We basically took down our estimates across the entire sector,`` Berquist said.

Banc of America Montgomery analyst Bob Austrian said he was cutting his estimates on Oracle, Ariba and Commerce One, among others.

``Economic slowdown is a shock and will impair e-business software demand on margin,`` he wrote in a note to clients.

I2 slipped in pre-open trade after one of its customers, Nike Inc. (NYSE:NKE), blamed software problems, in part, for an earnings shortfall.

Reut10:49 02-27-01

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

Auf den ersten Blick ist diese Reaktion der Analysten nachvollziehbar. Schaut man sich die Revenues der Software Industrie während der letzten Rezession an, so waren es auch vor 10 Jahren diejenigen, die sich als relativ resistent gegen eine wirtschaftliche Talsohle erwiesen.
Ob sich die Geschichte wiederholt werden die nächsten Earnings zeigen, für den risikofreudigen Anleger könnte es die Möglichkeit sein gute Titel günstig einzukaufen.


Nachfolgend ein Artikel aus der COMPUTERWOCHE Nr. 21 vom 24.05.1991

------------------------------------------------------------
Keine Spur von Rezession bei Nordamerikas Software-Industrie

WASHINGTON (vwd) - Software für Personal Computer verkauft sich auf dem nordamerikanischen Markt weiterhin glänzend. Wie die Software Publishers Association (SPA) in Washington berichtet, sind die Umsätze mit PC-Software in Kanada und den USA 1990 um 26,2 Prozent auf knapp 4,59 Milliarden Dollar gestiegen.
Verkaufsrenner waren Produkte für Desktop Publishing (plus 36,5 Prozent auf 167,5 Millionen Dollar), Grafiksoftware (plus 33,2 Prozent auf 583,7 Millionen Dollar) sowie Textverarbeitungsprogramme (plus 33,7 Prozent auf 917,9 Millionen Dollar). Nicht ganz so gut lief es bei Computerspielen (plus 13,1 Prozent auf 355,5 Millionen Dollar).

Wie SPA-Forschungsdirektor Stephens dazu feststellte, erweise sich die Software-Industrie Nordamerikas als "wenn schon nicht rezessionssicher, dann sicherlich doch rezessionsresistent". Die US-Unternehmen seien sich eben bewußt, daß sie "mit dem Erwerb erstklassiger Software große Produktivitätsfortschritte bei geringem Einsatz an Kapital" erzielen könnten. Insgesamt seien alle Indikatoren für die nordamerikanische Softwarebranche derzeit positiv.

cu Harami

[klako]

Leiden ohne Ende !!!

Die Nerven sind angespannt, C1 hält jeden Investor auf trapp. 1 $ hoch 2 $ runter, so kann mans jeden Tag beobachten.
Man erinnert sich, welche Kurs (960$) hier schon genannt wurden.
Was ist neganiv an diesem Unternehmen ???
Nothing, Umsatz stieg um 1000 % und der Kurs hat sich gezehntelt, Ziele immer erreicht !!!
Unterstellt man das Umsatzwachstum 2000 und den Höchstkurs von 1998, haben wir heute einen Kurs von 1/100 (das muß man sich auf der Zunge zergehen lassen).
" Einem Hundertstel "
Es ist Narrenzeit und es gibt zu viele von diesen !!!

Gruß Klako

[AndyBusch]

Hallo
Ein gut informierter Analyst namens Austrian hat sich zu wort gemeldet:
http://dailynews.yahoo.com/h/nm/20010227/bs/software_stocks_…
---------------------------------------------
....
Austrian also cut his estimates on Commerce One`s 2001 revenues, to $417 million from $421 million, and lowered his forecast for 2002 revenues to $558 million from $595 million. He said he earnings estimate for 2001 would remain unchanged, but cut his forecast for 2002 to 26 cents from 28 cents
...
---------------------------------------------
*LOL*: 417 Mill in 2001.
=> dann wäre C1 ein strong sell.
Kann man gegen "moron"-Analysten gewinnen?
Ich befürchte nein.
Jeder Analyst möchte unsterblich werden. Ich tippe Austrian wird es nicht, jedenfalls nicht so wie er es sich vorstellt
.
Es scheint ja kein Argument zu blöd zu sein.

grüße Andy
p.s. I2/Nike war ja heute eine richtige Hiobsbotschaft. Wälzt Nike eigene Versäumnisse auf I2 ab oder gibt es wirklich Probleme mit der I2-SW. Ist jedenfalls das 1. Mal, dass ich davon gehört habe. Ich bin erstmal raus.

[SteffenP]

Hallo Andy, schade das selbst Adam auf diesen Stickel unreflektiert eingeht und somit zur unqualifizierten Verbreitung dient...

Software firms take fall on analysts` cuts
February 27, 2001 11:59 AM ET
by Adam Feuerstein


The e-business software sector myth seems to be crumbling.

Shares in some of the biggest names in software, including Oracle (ORCL) and Microsoft (MSFT), both components of the UpsideFN 150 stock index, were down this morning after two analysts cut earnings estimates, blaming the slowing economy and lower corporate IT spending.


Most of these software companies have steadfastly maintained that demand for their products remains strong, shielding them from the turmoil gripping other tech stocks. But today, analysts with Goldman Sachs and Banc of America Securities took issue with that logic.


Goldman Sachs cut earnings estimates for Microsoft, Oracle, PeopleSoft (PSFT), Ariba (ARBA), Commerce One (CMRC) and i2 Technologies (ITWO), all components of the UpsideFN 150 stock index.


"Software companies were generally very bullish at the Goldman Sachs technology conference two weeks ago, and our recent survey conducted in December and January indicated that software spending in the eBusiness arena will be the last area to be cut from IT budgets," wrote Goldman analyst Tom Berquist.


"However, it would be naive of us to believe that these companies can get through an increasingly difficult economic environment, or a recession, without being in at least some way negatively impacted," he adds.


BofA Securities lowered its estimates on Oracle, Ariba and Commerce One, among others.


"Economic slowdown is a shock and will impair e-business software demand on margin," writes Bob Austrian of BofA, in his research note.


Oracle was down $1.34, or 6 percent, to $21.84. Commerce One was off $2.25, or 10 percent, to $19.94. Ariba fell 7 percent to $18.38.


Only Microsoft seemed immune, up $1.19, or 2 percent, to $60.75.


I2 hit hard


The biggest loser was supply chain software maker i2 Technologies, which was also hit with news that one of its biggest customers, sneaker giant Nike (NKE), was blaming i2 software for a big hiccup in its third-quarter earnings.


I2 was down $4.75, or 13 percent, to $30.75.


On Monday, Nike warned it would earn between 34 and 38 cents per share in the third quarter, down from the expected 53 cents per share. The problem? Excess inventory and bad product forecasting in its footwear division caused by i2`s supply chain planning software, according to Nike executives.


The Nike disclosure is a big hit for i2, which has become the darling of e-business software because it claims to help companies avoid these very problems.


"The problems at Nike show that i2`s software doesn`t work," says Brad Whitt, analyst with Southwest Securities. Whitt has pinned i2 with a "neutral" rating since October because of whispers he`s heard of unhappy i2 customers. Whitt is one of the few, if not the only analyst, to take such a bearish stance on the software maker.


"Nike has a lot of SKUs (stock keeping units), and its problems with i2 show that the software is not scaleable enough to handle it," Whitt adds. "Nike says it will follow through on its implementation of i2`s software, but we`ll wait to see if that really happens, or if the company pulls the plug and asks for its money back."


Some perspective


On a Monday evening conference call with analysts, Nike Chairman Phil Knight said, "My immediate reaction is, this is what we get for our four hundred million dollars, huh," referring to i2`s software.


Tim Klein, analyst with U.S. Bancorp Piper Jaffray, advises caution on taking the ax to i2 for one unhappy customer. Klein rates i2 a "buy."


"It`s important to put the Nike news in perspective. I2 has over 1,000 customers and 8,000 implementations of its software," he says. "These implementations are very complex things, and customers are not always perfect. I2 is not guiltless, but these things are not easy finger-pointing situations."


I2 executives could not be reached for comment.

[Eboerse]

Hi Andy
Das muß ein Östereicher sein.
Leite ich von Austria ab.

Anstatt 423~417 Millionen USD Umsatz in 2001,LOL.
Ich halte an einer Milliarde in 2001 fest.
Der Markt spiegelt M.E nach nicht das zukünftige Business ab.
Da kann man schon ungefähr bei den Zahlen bleiben.
Ich mache es jeden Falls.
Bei den Gewinn b.z.w Umsatz Warnungen im Technologie Bereich aber einem konstanten kräftigen/Wachstum bei B2B,s mausern die sich dann wenn auch heimlich zu Milliarden Companys.
Was vieleicht bei der katastrophalen Wirtschaft in der Bewertung gar nicht mal mehr auffällt.
Man sollte mal sämtliche Unternehmen vergleichen.
Das ist eh der Schlüssel,
wenn man das Verhalten der Branchen beobachtet,Bereich-Fantasie-Trend-Bewertung.
Ich schieße mich aber auf das Wachstum und die Gewinnentwicklung/Aussichten ein,das sollte den Trend auch leiten.
Ich bleibe bei B2B,
ich hab es gesagt wo ich ins Board dazu kam und meine es immer noch,
ich habe vor die bis 2004-2005 zu behalten.
Irgendwann kommt der Point of Return.
Wie soll das denn weitergehen,
Ariba/Commerce One 3 Milliarden USD Umsatz/350 Millionen Gewinn.
Ich gehe davon aus das Amerika ein Softlanding innerhalb der nächsten 12 Monate hinbekommt.


Commerce One Long&Strong

eboerse

[SteffenP]

i2`s Software Just Didn`t Do It for Nike
By Joe Bousquin
Senior Writer
2/27/01 8:35 PM ET



Leave it to a shoemaker to give you a good stomping. i2 Technologies` (ITWO:Nasdaq - news) stock got pummeled Tuesday after Nike blamed a projected shortfall in its third-quarter earnings on the firm`s supply-chain software.

i2 shares dove 22.4%, or $7.94, to close at $27.56, just above its 52-week low of $27.31.

Nike says it`s not going to boot i2 as its software vendor and i2 says the problem was unique to the shoemaker. But the incident underscores how difficult it can be to deliver on the higher efficiency and inventory control promised by supply-chain software.

It could also signal what might lie ahead for i2 and its customers. i2 has consistently highlighted three big customer wins that it scored during 2000: Siemens, Caterpillar and Kmart. While the announcement of those wins helped drive i2`s stock upward, news of any problems with the software at those firms, should they develop, could punish it further.

i2 says that`s not gonna happen.

"The key thing is that if you look at this, this is an isolated instance," says Katrina Roche, i2`s marketing chief, who said Nike`s issues were tied to the way it installed i2`s software, and not to the software itself. "We have a lot of customers that have been very successful with i2 solutions."

But the three big customers that i2 has been touting lately were mum about i2`s software on Tuesday.

A spokeswoman for Caterpillar declined to comment on its use of i2`s software, saying that it was a Nike issue, though the company has made positive comments about the software in the past. Kmart did not return calls for comment, and Siemens couldn`t make an executive available.

While it`s hard to conclude anything from those nonresponses, Bradley Whitt, an analyst at Southwest Securities in Dallas, said he`s had a hard time finding customers who give positive testimonials about i2`s software.

"We had a very difficult time getting any active customers to talk to us," said Whitt, who has a neutral rating on i2. "Usually when customers are happy, they call us back. When they`re not, they don`t. And they didn`t." He said some consultants and ex-employees from i2 told him the company had problems in its customer base, though he conceded "we never really got a complete handle on it." (Whitt`s firm hasn`t done underwriting for i2.)

Mark Verbeck, an analyst with Epoch Partners, says the issues involving Nike don`t really matter. The incident will likely result in a harder sell for i2 with other prospects, regardless.

"Every i2 sales rep will now have to answer `What in the heck happened there at Nike?` " Verbeck said. "I`m sure they`ll have a pat answer, but it will leave lingering doubts in customers` minds." Verbeck has been cautious on i2 recently; his company has done no underwriting for it.

I2`s Roche said one of the problems with Nike was that the company didn`t use i2`s standard apparel template when it implemented the software at its footwear division. Somehow, Nike said, the software left it with more inventory in slower-selling shoes and shortages in its high-demand kicks.

"Nike chose not to move forward with our template, and shame on us in not being more aggressive in telling them that they need to follow our implementation methodology," Roche said. I2 wasn`t more adamant, she said, because it, too, wanted to try to tackle Nike`s complex problem of trying to map and track every shoe model it manufactures.

"Nike had some legitimate issue they wanted to address, and we saw a lot of value in that, so that we could enhance our [software] for other retail apparel customers," Roche said. "But it took us longer than expected."

A Nike spokesman declined to comment beyond Tuesday`s public statements.

Joshua Greenbaum, a consultant with Enterprise Applications Consulting in Daly City, Calif., said i2`s software doesn`t have a reputation for being technically flawed, but it is known for being extremely complex.

"If the implementation doesn`t work, than all the data in the world isn`t going to yield the right answer," Greenbaum said. "But I think there`s a cautionary tale here in the whole go-live process. To me, it just keeps coming up time and time again. Someone thinks they`re ready to go live, they go live, and then we`re listening to another earnings warning." (He hasn`t done consulting for i2 Technologies.)

He pointed to the well-publicized problems that some firms had implementing PeopleSoft (PSFT:Nasdaq - news) and SAP (SAP:NYSE - news) software in the 1990s. He said Nike`s problems expose the disconnect between hype and reality when it comes to supply-chain manufacturing software.

"We have built up supply-chain manufacturing as a wonderful and compelling concept," Greenbaum said. "But it certainly seems in Nike`s case that the concept is ahead of the company`s ability to implement it."

[SteffenP]

Zum gleichen "I2-Problem" eine ganz andere und für mich erheblich nachvollziehbarere Erklärung:

THE DAY AHEAD: Don`t believe Nike`s "blame i2" excuse

By Larry Dignan TDAIN ZDII


COMMENTARY--Nike may have just started the latest fad on Wall Street--the old `blame it on the software` trick. Any inventory problem can be explained away by blaming your supply-chain management system.

Sounds a bit silly, but investors seemed to buy Nike`s blame-the-software routine on Tuesday. Shares of i2 Technologies (Nasdaq: ITWO) got a 22 percent haircut because Nike said i2`s software led to excess inventory and order problems.

And oh by the way, footwear sales in the U.S. were sluggish too.

Athletic shoe and apparel company Nike (NYSE: NKE) said it expects third-quarter earnings to fall at least 24 percent from its previous forecast to a range of 34 cents a share to 38 cents a share. Analysts had been expecting Nike to report earnings of 53 cents a share.

It would have been nice to have known in percentage terms how much of Nike`s problems were related to the sluggish U.S. economy and what could be pinned on i2. Nike did say its problems were "largely because of weakness in our U.S. footwear revenues."

That subtlety was lost on i2 investors, who bailed on the e-business software company faster than you could say Air Jordan.

For a little perspective here, these software problems aren`t anything new. In fact, the Nike thing sounds a lot like what happened to chocolate giant Hershey Foods back in 1999. Hershey said in September of 1999 that it would miss estimates because it had problems installing new enterprise resource-planning software. The implementation didn`t go well and Hershey couldn`t deliver enough Kisses to meet Halloween demand.

No one said this supply-chain management software stuff was easy--that`s why there are only a handful of companies focused on that market. Supply-chain management software helps manufacturers plan and schedule production and related operations such as raw materials procurement and product delivery. When problems occur implementing new software systems, things get ugly.

The i2 bloodbath was an overreaction to say the least, especially when you consider no one had the facts behind the mix-up. Those details are just starting to emerge. Dresdner Kleinwort Wasserstein analyst David Garrity said Nike may have screwed up by not entering orders.

Analysts said it`s rare that a software provider shoulders all the blame for a botched installation--we have no idea if Nike followed specifications or devoted the right amount of resources to the project. "We do not believe i2 is solely to blame for Nike`s disappointment," said Salomon Smith Barney analyst Gretchen Teagarden. "i2 has only installed a few modules at Nike so we find it extremely hard to believe these modules were the sole contributors to Nike`s poor inventory scheduling."

Teagarden also noted that i2 only recently won the Nike footwear business from Manugistics (Nasdaq: MANU). That means that i2`s software wasn`t installed when Nike forecasted current demand last summer. If Nike screwed up its projections can you really blame the software?

In addition, Nike works with a series of software vendors including Manugistics and SAP (NYSE: SAP), a situation that increases the risk of integration problems. Teagarden said Nike has an older version of SAP`s software, which gave i2 a tough integration task in the first place.

Longer sales cycles may be the one real threat to i2 following this Nike fiasco. According to CS First Boston analyst Brent Thill, Nike will run i2 parallel with its old supply-chain system just to make sure everything works. That means Nike will stick with i2, but remains wary. Analysts also reckoned that there was a slight chance that Manugistics could push i2 out of the Nike account. i2 won the Nike business from Manugistics, which was struggling with management upheaval when Nike was taking bids.

The bad publicity may indeed hurt i2`s efforts to take on massive e-business projects for the likes of Siemens and Caterpillar. But keep in mind that i2 has a long list of major customers who seem to be happy. i2 faced a public relations embarrassment on Tuesday--but in the long run it`s nothing more than a little egg on the face.

In a week, you may forget this episode anyway. i2 will be holding its analyst meeting March 6-7 and you can expect more upbeat chatter just like you heard on the company`s earnings conference call.

And speaking of analyst meetings

Business-to-business software player Ariba (Nasdaq: ARBA), which has a rumored-to-be shaky partnership with i2, will hold a big shindig at Radio City Music Hall today in New York City.

Here`s what you can expect:


Ariba said it will provide "vision, strategy and road map for next-generation B2B collaborative solutions." Sounds like a product roadmap and strategy session with a dash of detail about the recent Agile acquisition.

Maybe some chatter about current market conditions and hints about Ariba`s upcoming quarters.

Partnerships that can layer in supply-chain management software. That move would be really interesting since it would pit Ariba against partner i2.

[SteffenP]

Wednesday February 28, 9:03 am Eastern Time
Press Release
SOURCE: Ariba, Inc.
Ariba and SeeCommerce to Deliver Performance Management Offering as Part Of Ariba`s Value Chain Management (VCM) Solutions
Alliance to Deliver Real-Time, Inter-Enterprise Solution Integrated With The Ariba VCM Platform
Radio City Music Hall, NEW YORK, Feb. 28 /PRNewswire/ -- Ariba, Inc. (Nasdaq: ARBA - news), the leader in B2B commerce and collaboration, and SeeCommerce(TM), the leading provider of supply chain performance management and improvement solutions, today announced that Ariba intends to resell a jointly developed Ariba/SeeCommerce value chain performance management solution. The solution will integrate with the Ariba Value Chain Management (VCM) platform, allowing companies and their trading partners to effectively monitor the performance of their value chains, identify issues, and implement improvements.

Today`s business leaders recognize that traditional ERP and SCM solutions alone do not provide a complete solution for managing and monitoring value chain interactions. The Ariba/SeeCommerce solution represents a new breed of visibility and performance management solutions designed to support the real-time, high velocity nature of business on the Internet. The solution allows decision makers to define and monitor inter-enterprise performance indicators such as supplier performance, component quality levels, in-process inventory, and engineering change-order resolution times. Combined with the Ariba Value Chain Management Platform, the solution will allow customers to dramatically improve the performance of their production and operations value chains, driving immediate savings to their bottom line.

``Ariba has always been a visionary in the B2B space with a history of success in managing and supporting key value chain processes,`` stated Keith Krach, CEO of Ariba. ``SeeCommerce has an equally bold vision and proven expertise in providing applications for measuring and improving its customers` value chains. The combination of our solutions will allow our customers to set new standards for business collaboration.``

According to SeeCommerce President and CEO Paul Albright, ``Global 1000 companies clearly want real-time, Web-centric alternatives to address their inter-enterprise supply chain challenges. Our success in performance management and improvement is a natural complement to Ariba`s value chain management solutions.``

The joint offering is expected to be based on SeeCommerce`s SeeChain(TM) applications. The solution will be tightly integrated with the Ariba VCM platform and expanded to enable direct access to transactional information via performance management applications. As a result, the solution will provide a tight loop between performance management and value chain execution functions, providing customers with a powerful tool for transforming their value chain. The joint Ariba/SeeCommerce solution will be sold as part of the overall Ariba VCM solution by Ariba, with support from SeeCommerce. The base solution is expected to be available this quarter.

Ariba Value Chain Management

Ariba VCM solutions are designed for companies from virtually all industries, addressing both production and operations value chains. Ariba product VCM solutions are designed to help discrete and process manufacturing more effectively develop and deliver end products to customers. Ariba operations VCM solutions are designed for virtually all companies, but play a predominant role in non-manufacturing companies such as financial services and utilities, by providing process efficiencies and cost savings through streamlined sourcing, procurement, and ongoing management of operating resources.

About SeeCommerce

SeeCommerce is the leading provider of supply chain performance management and improvement applications. SeeCommerce enables business managers and trading partners to continuously manage and improve business performance across complex supply chains. Headquartered in Palo Alto, California, SeeCommerce distributes its products through an international network of direct and indirect sales channels. SeeCommerce recently was named one of the Top 10 Investors` Choice at Technologic Partners` Enterprise Outlook conference, one of the 25 Emerging Companies to Watch by Managing Automation magazine and one of the 12 Companies to Watch by Intelligent Enterprise magazine. For more information, visit the company`s Web site at www.seecommerce.com.

[SteffenP]

Wednesday February 28 11:24 AM ET
Ariba in Pact with Syncra, Pushes Further Into I2 Territory

NEW YORK (Reuters) - Ariba Inc. (NasdaqNM:ARBA - news) on Wednesday said it would team up with Syncra Systems to further push into the business of software that automates corporate purchasing -- a territory staked out by longtime Ariba partner i2 Technologies Inc. (NasdaqNM:ITWO - news).

``This is one more nail in the coffin`` of the Ariba-i2 partnership, ABM Amro analyst Scott Barnum said. ``Syncra does compete with i2.``

Ariba will resell Syncra products that allow companies to further streamline the manufacturing process. Privately-held Syncra makes software that allows manufacturers to share information that helps manage inventory with suppliers.

The goal of such collaboration is to make the process of manufacturing goods efficient by reducing excess inventory as well as those times when supplies run short.

Ariba -- whose initial business was creating a network that allowed large companies to purchase general office goods via the Internet -- said the Syncra partnership will target high-tech, aerospace, consumer goods, retail and automotive companies initially.

Shares of Ariba, which was holding a conference with analysts in New York on Wednesday, were up 1/8 at $17-3/8 in morning Nasdaq trade.

The agreement with Syncra piggy-backs on Ariba`s recent deal to acquire Agile Software Corp. (NasdaqNM:AGIL - news), which will give Ariba a firm footing in the business of providing software that manufacturers need to streamline the purchase of materials and parts they need to make the products they sell.

When the Agile deal was announced last month, some analysts characterized it as a declaration of war by Ariba against i2, the No. 1 supply-chain vendor.

Both Ariba and i2 are building, buying and expanding in the area of providing technology for manufacturers to collaborate with suppliers in all the processes needed to make finished goods.

[SteffenP]

Ariba looks to move beyond e-marketplaces

By Mary Jo Foley, ZDNet News


NEW YORK--Seeking to reposition their company and redefine the business-to-business market in which it plays, Ariba executives laid out a revamped vision and road map Wednesday.

At a half-day event here for press and analysts, Ariba said it is looking to move beyond its past, during which it focused on electronic marketplaces, into a new category it is calling "value-chain management" through acquisitions and partnerships.

At the same time, the Mountain View, Calif., company is attempting to put some distance between itself and its up-and-coming competition, which includes established enterprise software companies like SAP and Oracle, as well as former partners like i2 Technologies.

Ariba in pact with Syncra, pushes further into i2 territory...
Informatica touts new data warehouse software...
Ariba and SeeCommerce to Deliver Performance Management Offering as Part Of Ariba`s Value Chain Mana...

Value-chain management, according to Ariba`s loose definition, goes beyond supply-chain management to include the management of both materials and business processes. By streamlining materials handling, collaboration, analytics, catalog content management and partner relationships--all of which are elements of value-chain management--customers can make their manufacturing and delivery processes more efficient, Ariba executives said.

The executives cited combined "industry analyst" predictions in saying that the value-chain management market will be worth $42 billion by 2005.

Company brass promised they would articulate when and how Ariba plans to build its existing Ariba Buyer and Agile Anywhere products into full operations-oriented and production-oriented value-chain-management suites over the next several months. No new products or services were announced.

But the company did unveil deals with e-commerce players Wednesday, including Syncra Systems, a collaborative commerce software provider; Zeborg, an online procurement company; and SeeCommerce, a supply-chain-management software company. These companies` wares will figure into Ariba`s value-chain management efforts, executives said.

The company had little to say about the disintegration of the year-old partnership between Ariba, i2 and IBM. IBM remains an Ariba customer and partner, but i2 is increasingly competing with Ariba in the supply-chain management arena.

Ariba Chief Operating Officer Larry Mueller made a passing reference to an i2 software glitch that i2 customer Nike on Tuesday attributed as a cause for its expected third-quarter earnings shortfall.

In itemizing the results of the "very tough times" that tech companies find themselves facing, Mueller joked, "I probably won`t get delivery of my Nike tennis shoes, and that`s very disconcerting." i2 executives weren`t available to comment on the alleged glitch Tuesday, but analysts had said the concerns about the company`s software were overblown.

Ariba believes that the tough financial climate will result in a shakeout of the weaker business-to-business players, Mueller said.

But even Ariba, a former Wall Street darling, has not been unscathed by stock market corrections and reductions in information technology spending, according to some Wall Street analysts who attended the Ariba Value Chain Summit at New York`s Radio City Music Hall on Wednesday.

Ariba "is in a product-transition phase," said David Garrity, an analyst with Dresdner Kleinwort Wasserstein. "They are portraying themselves now as a company focusing on a collaborative commerce model."

Garrity said he considered it a sign of weakness that Ariba spent so much time Wednesday focusing on its competitors and partners, rather than on its own products. And Ariba has had little to say about recent sales and marketing turnovers that the company has experienced, Garrity said.

Another Wall Street analyst, who spoke on condition of anonymity, said his perception was that Ariba was attempting to work a piece of revisionist history with its claims that it always has intended to go the value-chain/collaborative commerce route. Changes in the way the company accounts for software licensing revenue--rather than holes in its existing product line--are more to blame than anything for Ariba`s stock price drop in recent months, the analyst added.

Ariba was down 75 cents to $16.50 in late afternoon trading Wednesday.

Mueller reiterated on Wednesday his belief that Ariba will remain fairly immune to the vagaries of the market. He said Ariba believes that it can grow its total number of business-desktop customers from its current base of 2 million to more than 40 million by 2006.

"Even in this economy, we`ll remain strong," Mueller told the Value Chain Summit audience. In the company`s e-procurement and sourcing strongholds, "we`re even seeing less competition," he added.

Ariba said it is moving to a wider value-chain-management model at the request of customers. CEO Keith Krach said Wednesday that the company surveyed 60 of the Fortune 500 companies about what they want in business-to-business systems, and that the company`s new value-chain focus in the result.

[SteffenP]

First Union Securities Covers ARBA
03/01/01 06:41 AM
Source: First Union Securities
Morning Notes:

Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts.

Ariba, Inc. (ARBA-NASDAQ)
Target Price Change
Lowering Price Target To $30 From $60
Rating: 2
Price: $16.50
52-Wk. Rng.: $184-16
Shares Out.: (MM) 235.3
Market Cap.: (MM) 3,882.5


Key Points


We are lowering our target price to $30 or 8x our F2001 revenue estimate from $60; maintain estimates and Buy rating.


Analyst meeting offers no clarity to uncertainty regarding revenue recognition.


Integrated platform will not be available until FQ4, instead of FQ2.


Ariba will focus on collaboration going forward and stay clear of traditional supply chain management functionality.


Company Description


Ariba, Inc., is a provider of intranet and Internet-based business-to-business (B2B) electroniccommerce solutions for operating resources.


Lowering our price target to $30 from $60. After attending the Ariba analyst meeting in New York on February 28, we maintain our FQ2 forecast for revenue of $181.8 million and EPS of $0.05 and our Buy rating. However, we are lowering our price target on shares of ARBA to $30 or 8x our F2001 revenue estimate from $60. Our lower price target is based on our belief that ARBA shares will have limited near term catalysts due to the following issues:


Continuing uncertainty regarding revenue recognition. We note that CFO Bob Calderoni was not in attendance at the analyst meeting and management did not address potential changes in revenue recognition. We believe investors continue to be concerned with potential changes in the company™s method of recognizing license fee revenue in the future and may have been looking to the New York analyst meeting for some clarification. Therefore, we believe this issue will continue to overhang the company in the eyes of investors.


Integrated platform will not be available until FQ4 instead of FQ2. Another issue that has recently plagued Ariba is the integration of its disparate platforms created through acquisitions. Guidance from Ariba management prior to the announcement of the Agile acquisition indicated a new version of the software platform integrating the Ariba Marketplace, Tradex and SupplierMarket.com platforms would be available in the current quarter, FQ2. However, revised guidance at the company™s analyst meeting now indicates the integrated platform will not be available until FQ4.


Ariba set to focus on collaboration, not optimization. Ariba used the analyst meeting in New York on February 28th to package the combined Ariba/Agile solution set as value chain management. Going forward, the combined company indicated it will focus on the actual process of collaboration between trading partners especially in the areas of product development, sourcing and procurement. We note the following:


Ariba intends to stay clear of traditional supply chain management. In addition to articulating its focus on collaboration and communication between trading partners, Ariba also stated its intent to stay clear of the traditional supply chain management arena that largely involves optimization software based on algorithms. We believe this will prove to be more of a differentiator going forward between Ariba and Commerce One, which is providing optimization functionality through its joint development with SAP. However, Ariba did announce that it intends to resell products from Syncra Systems, which offers supply chain planning solutions. We believe Ariba intends to use the supply chain planning functionality of Syncra products to position its own procurement software for the procurement of direct materials.


What happened to the alliance? Ariba™s analyst meeting fueled speculation that the alliance announced almost a year ago between Ariba, IBM and i2 was on shaky ground, at least the relationship between Ariba and i2. Ariba made a number of references to IBM as a partner during the course of the meeting, but the only reference made to i2 was a less than flattering remark related to the well publicized alleged software problems at an i2 customer.


INVESTMENT OPINION


We note that Ariba continues to be a leader in the market for indirect procurement software and pending the closing of the Agile acquisition will also possess rich product development functionality that appears to be in strong demand. Thus we maintain our Buy rating. However, we are now more cautious about the opportunity for multiple expansion for shares of ARBA given the continued uncertainty regarding future revenue recognition and the delay of an integrated platform. Therefore, we are lowering our price target to $30 or 8x our F2001 revenue estimate from $60.

[Klarius]

ein komplettes interview von hoffman und knüwer
in berlin hier nachzulesen:

http://www.handelsblatt.com/comm/one.pdf

gruss klarius

[Klarius]

Commerce One Consensus Recommendation: Buy
Thursday, March 1, 2001 06:15:56 PM - Nelsons
http://www.wsrn.com/apps/news/art.xpl?id=1730294&f=NEWS&s=CM…

Sequoia Software and Commerce One Hosting Web Seminar Exploring Power of Portals for Consumer Packaged Goods BusinessesMarch 14, 2001 Web Seminar "In
Thursday, March 1, 2001 07:40:41 AM - Business Wire
http://www.wsrn.com/apps/news/art.xpl?id=1727088&f=NEWS&s=CM…

[Klarius]

Salomon Smth Brny from Buy
to Outperform History, News

Goldman Sachs from Recomm List
to Mkt Outperform

CSFB from Strong Buy
to Buy

Banc of America Sec from Strong Buy
to Buy
http://biz.yahoo.com/c/20010302/d.html?cmrc

[Eboerse]

Ach,
zu Nike und I2 ist mir etwas eingefallen.
Beispiel aus der Papierverarbeitung,
Probleme:

Material ist nicht auf Lager,

Vorhandenes Material wird zweckentfremdet,geschnitten und verbraucht

Verbrauchtes Material beim nächsten mal nicht vorhanden,
fehlendes Rohmaterial,Produktionsschwierigkeiten, Lieferschwierigkeiten,Leerlaufzeiten erhöhen sich,Umsatz/Gewinneinbußen wegen Ausfallzeiten/Verzögerungen.

Kettenreaktion....

Abhilfe schafft ein Supply Chain Management,

BSP SAP/R3

Wareneingang,Hochregallager,Kommissionierung (SCM)

In den Systemen werden Materialeingang,Hochregallager und verbrauchtes Material gebucht.

D.h, Regale werden nummeriert,bei Wareneingang gebucht und zugeteilt,Warenausgang u.s.w das gleiche Verfahren.

Materialverbrauch wird gebucht und der Materialbestand ist jederzeit über das System abrufbar und nachvollziehbar.


Soweit so gut.
Problem bei der Umsetzung durch Mitarbeiter,

Mitarbeiter werden zu hauf entlassen.
Verbliebene Mitarbeiter sind unter Zeitdruck.

Folge,Material wird verbraucht aber nicht gebucht,das System zeigt (da nicht gebucht) einen Bestand an.

Also bleibt trotz eines SCM(welches eine sehr gute Lösung ist)alles beim alten.
Das Problem dürfte also die betriebliche Umsetzung und nicht die Software sein.

Grüsse

[Eboerse]

Etwas positives über Marktplätze und ein paar neue Daten zu Covisint,Forrest Express u.a

http://www.planetit.com/techcenters/docs/e_business/news/PIT…

E-Marketplaces Start To Take Off
by Jill Morneau
[ January 17, 2001 ]

At one point last year, B-to-B exchanges launched almost daily. But despite the hype, many didn`t have much to offer.
Six months later, it appears that online exchanges -- especially those with strong industry backing -- are starting to live up to their billing.

Revenues for online B-to-B sites will reach $263 billion by the end of 2001, according to a report by ActivMedia Research. Revenue will surpass direct-to-consumer sales by 2002, it said. Research firm IDC, Framingham, Mass., also expects demand for e-marketplace services to grow from $2.5 billion in 1999 to more than $15 billion in 2004.

So far e-marketplaces backed by heavyweights have demonstrated success, or at least promise. Take Covisint, the auto parts exchange backed by DaimlerChrysler, Ford, General Motors, Nissan, Renault, Commerce One, and Oracle. As of December, Covisint logged $350 million in transactions since its launch in early October, with 100 auctions and more than 100 catalogs, said Rico Digirolamo, interim CEO of Covisint at an e-commerce conference last month. More recent transaction figures are not yet available, according to a Covisint spokesman.

ForestExpress, an online consortium of paper and lumber giants, including Georgia-Pacific Corp. and Boise Cascade Corp., plans to go live later this year, although it has not set an exact date, said a spokeswoman. The exchange is currently still beta testing. Key to its success will be backing of well-known industry players. ForestExpress` partners let the companies share technology costs and help create standards across the industry.

According to AMR research from October 2000, 16 percent of the 257 companies interviewed were participating in exchanges, 43 percent planned to join one, and 10 percent had no plans to do so. Nearly 31 percent, however, were completely unaware of trading exchanges.
Still, the word is getting out. In 1999 out of the $488 billion dollars worth of goods and services exchanged between companies electronically, $396 billion were handled by EDI, or electronic data interchange, $87 billion took place over direct corporate Internet protocol, and $5 billion took place in e-marketplaces, said The Yankee Group. Last year the amount of goods and services exchanged on e-marketplaces increased more than eight-fold, to $43 billion. The total volume of electronic transactions grew to $734 billion, EDI grew to $458 billion, and direct corporate IP grew to $242 billion.

But exchanges still have obstacles to overcome. Consider DirectAg.com, an agricultural exchange for farmers. AMR Research, Boston, found that while the site is content rich, farmers are not flocking to buy online. Why? Reasons include the farmers` lack of Internet access, their fear of disrupting long-standing relationships with current vendors and retailers, and the absence of real-time advice, said AMR.

"It`s a difficult thing to do," said Yankee Group analyst John Derome. "Relationships exist, intermediaries need to work within the confines of existing relationships, sometimes over decades. It`s not viable to think dot-coms can insert themselves."



The exchange has to have enough value to encourage the partners to invest in technology, and change the way they do business. Many think, `If it`s not broke, don`t fix it,`" Derome said.
Derome thinks it is still too early to tell how exchanges are faring. The Internet shakeout hit exchanges in 1999 and even harder in 2000, said Derome. Flawed business models posed difficulties for smaller exchanges that could not survive the competition.

At a conference in December, e-marketplace executives outlined keys to success. First, the exchange must traffic in products and services that people care about and that can be deployed fast, said George Shaw, chief operating officer of e-marketplace Exostar, Reston, Va. Its value -- the advantage it offers customers -- must be clear and there must be a focus on trading partner integration, Shaw said.

Second, exchanges must be flexible. There is a constant need for re-engineering and reorganization, said Robert Trotter, vice president sales with MetalSpectrum, Atlanta, a marketplace for aluminum, stainless steel, copper, iron, and other metals. That exchange is backed by more than 20 metals industry companies including Allegheny Technologies, A.M. Castle & Co., Chase Brass & Copper Co. Inc., and Olin Corp.

Third, exchanges should always focus on the business process, said Ken Thompson, chief operating officer of e-STEEL Corp., New York. The exchanges must make an effort to be more efficient and always be open to implementing a new one plan. e-STEEL`s alliances include Dofasco Inc., Ford Motor Co., National Steel, Rouge Steel, and Worthington Steel.

At the end of the day the real winners are those that have leading-edge technology and whose partner companies and trading companies recognize the value of the exchange, Thompson said.

[jofromfo]

hi c1-freunde,
kann mir jemand erklären warum ich bei den beiden Threads von Rolf Braun Momentum und Gerüchte nie die 20 letzten meldungen aufrufen kann sondern immer von vorne durchblättern muß ???? bei den anderen Threads funktioniert das doch auch problemlos!?!? bin ich der einzige dem es so ergeht ?!
ansonsten gilt durchhalten! es kommen auch mal wieder bessere zeiten!

[Eboerse]

WALLDORF, Germany - Feb. 28, 2001 - SAP AG (NYSE ADR: SAP) today announced that its leading-edge mySAP™ Supply Chain Management (mySAP SCM) solution has been enhanced to further support real-time decision-making and synchronization with partners across the extended supply chain. Enhanced collaborative capabilities are in the areas of supply chain planning, supply chain execution, manufacturing, and performance measurement. In addition, mySAP SCM provides the platform environment necessary for companies to participate in global collaborative communities via private exchanges and marketplaces. "As a result of mySAP SCM functionality, we improved visibility throughout our extended supply chain and enhanced our responsiveness to unanticipated changes in supply and demand," said Ricardo Benitez, supply chain manager, Bar and Rod Division, Hylsa. "We have shortened the planning cycle time from three days to two hours, allowing us to further improve service, lower inventories and strengthen Hylsa`s market position."

Enhanced Collaborative Supply Chain Capabilities Now Available
With enhanced mySAP SCM collaborative planning capabilities, a company can synchronize efforts with partners and suppliers to respond quickly to shifts in supply and demand along the supply chain. mySAP SCM provides the industry`s only complete end-to-end solution for companies that market configured products that meet specific business requirements. This new supply chain management functionality is enabled by version 3.0 of the SAP® Advanced Planner and Optimizer (SAP APO), which became generally available on Jan. 31, 2001. SAP APO is one of the software components of the mySAP.com® e-business platform.

In January 2001, AMR Research said in a report titled "SAP is Flying High Again" that "SAP`s supply chain software, particularly its Advanced Planning and Optimization (APO) product is as good as anything else out there." The first customers to be productive with the new functionality include BMW Motoren GmbH, Goodyear, and Unternehmensgruppe fischer. The new mySAP SCM functionality has shipped to more than 740 customers. "mySAP SCM will help us plan daily or shift packages in just a few minutes," said Wolfgang Kropf, Managing Director, BMW Motoren GmbH Steyr, Austria. "mySAP SCM determines the precise start and end for each individual engine order, handling all technical constraints and customer deadlines in our fast-paced environment, thus enabling us to provide the highest levels of service to BMW Steyr`s customers."

Execution With Transportation Management
mySAP SCM customers are leveraging new capabilities for transportation planning and vehicle scheduling to round out the complete footprint of SAP transportation management software. Companies also benefit from the solution`s network design, freight management, transportation execution and international trade logistics capabilities. With Collaborative Transportation Management, companies work with carriers to manage contracts, shipment forecasting, and tendering processes.

Enhancements Meet Unique Industry Requirements
mySAP SCM provides a comprehensive range of generic and industry-specific optimizers for all planning levels from strategic to tactical and operational planning. In addition, mySAP SCM sets a new standard in the industries by enabling companies to flexibly address optimization requirements based on a unified architecture. The Optimization Extension Workbench is a new tool integrated in mySAP SCM that opens the solution`s advanced planning and scheduling capabilities to external optimization technology.

[Eboerse]

Und hier der tatsächliche Bruch der Zusammenarbeit von Ariba und I2.
Von Ariba Seite bestätigt.
Interessant das es Ariba auch so sieht,das der Fokus auf den privaten Exchanges liegt dies ist auch der Grund das Ariba nicht weiter mit I2 Zusammenarbeiten möchte,da I2 nicht die entsprechende Software liefern kann.
Hoffman hat in dem Webcast auch den Fokus auf privaten Exchanges gelegt.
Ich bin mal gespannt auf die neue Software.

Friday 2nd March 2001 6:30pm



Ariba dumps i2 as market leaves them behind


Ariba has confirmed it will no longer collaborate with i2 on e-marketplace products, after admitting that demand has shifted away from private exchanges.


The company claimed that a significant contributory factor to the breakdown is the market shift to private exchanges and the different requirements that come with that. Ariba said that i2 cannot deliver adequate software solutions for these exchanges.

Nick Earle, president and general manager EMEA, said: "At the time, it was the right thing to do. Now, public marketplace revenues are almost zero."

The troubled partnership, which also includes IBM, was formed in March of last year to focus on selling software for public online marketplaces.

However, the alliance started to show signs of faltering in the latter half of last year and analysts have been watching developments closely.

Earle explained that as a supply chain management (SCM) company, i2 does not fit with Ariba`s strategy for addressing private exchanges. On Wednesday, Ariba launched its value chain management (VCM) strategy and said that on top of supply chain management, VCM will automate key processes between companies addressing both product and operations chains.

Earle said: "i2 doesn`t do Value Chain management (VCM)." But he predicted that it will make the move to VCM and subsequently become a direct competitor.

The companies will still collaborate on e-procurement sales. Ariba will provide its `Buyer` solution and i2 will continue to provide the supply chain solution.




Kate Hanaghan

[Eboerse]

Wird I2 Right Works kaufen?

Difficulty for IT buyers to make long-term plans

Firms with business-to-business (B2B) trading systems are finding that companies selling supply-chain and procurement tools and services can change rapidly as a result of acquisitions and shifting alliances. This is making it more difficult for IT buyers to make long-term plans.

The latest development complicating the lives of IT buyers is the possibility that supply-chain software leader i2 Technologies will agree to buy online procurement specialist RightWorks. Although both sides last week declined to comment, several sources believe that the firms are in merger talks.

Rapidly changing alliances and merger activity among the providers of B2B tools make the area hard to follow. Most notably, the Ariba-i2-IBM alliance, which works on many large deals, was threatened by Ariba`s late-January announcement that it had agreed to buy Agile Software, a supplier of tools for raw materials procurement. Agile competes against i2. Last year, i2 bought Aspect Development, a supplier of tools for product development.

The larger suppliers of tools for B2B trading are increasingly making acquisitions and partnerships to establish themselves as providers of a range of B2B collaborative tools and services ­ from raw materials procurement to design collaboration and billing.

US-based B2B software firm RightWorks set up a UK presence late last year, and its technology is respected. RightWorks and i2 have a long history of collaboration, and i2`s president sits on RightWorks` board. The Ariba-Agile agreement may have acted as a prompt for i2 to add in its own procurement capability through acquisition. By combining supply-chain and broad procurement abilities, i2 would be able to supply a substantial part of what is required for all-encompassing B2B platforms.

Some experts believe integrating supply chain and procurement is an ideal blend. "The brass ring of B2B is centred on the supply chain, not procurement," Melissa Eisenstat, an analyst at financial services firm CIBC Oppenheimer, wrote in a recent report. "Collaboration is at the hub of business, not transactions."

And AMR Research analysts wrote last week: "It would make sense for i2 to snatch up e-procurement for itself ­ and a good product at that. RightWorks has been praised for its ability to support a global implementation on a single instance."

Last month, RightWorks released eBusiness Application Suite 7.0, extending its scope from indirect purchasing ­ typically office goods and services such as stationery and cleaning ­ into raw materials procurement. In an interview with IT Week this month, Richard Lowe, European president of RightWorks, said, "We`re concentrating on e-procurement [solely] and that makes us different to Ariba and Commerce One."

With flotations becoming untenable and enterprise software giants such as Oracle taking a bigger stake in procurement, RightWorks and firms of a similar size may feel that being acquired is their only option. RightWorks had $36m (£24.5m) in revenue for fiscal 2000 and about 70 customers.

As well as affecting i2 and RightWorks customers, any deal would also affect the rest of the B2B sector. AMR Research noted, "It will mark the official demise of the year-old alliance with Ariba."

Less clear is what would be best for customers of Manugistics, i2`s biggest supply-chain rival, which has a strong relationship with RightWorks. Such uncertainty and the fast rate of change could lead risk-averse customers to side with safer-bet B2B leaders.

[Eboerse]

ForestExpress Achieves Strategic Transaction Milestone in Three Months

Thursday February 22 8:16am EST

ATLANTA--(BUSINESS WIRE)--Feb. 22, 2001-- More Than 100 Live E-commerce Transactions Across Four eMarketplaces

ForestExpress, a global e-commerce solution and service provider serving the entire forest products industry, announced today that customers have conducted more than 100 transactions across its e-commerce platform achieving a strategic company milestone.

ForestExpress` Recycling marketplace launched its pilot program this week while ForestExpress` Building Materials, Timber and Paper marketplaces have been in pilot phase and conducting transactions since the Winter of 2000.

ForestExpress recently announced partnerships and alliances with Corio Inc. and Moai Technologies as the final additions to their list of world-class infrastructure solutions providers including Commerce One and SAP Markets, webMethods.

"The ForestExpress team continues to meet and exceed milestones. Our first marketplace was launched in November 2000 and has since been met with great enthusiasm," said Keith Russell, ForestExpress CEO. "We continue to gain valuable feedback and information from our pilot customers which is helping us fine tune and deliver a viable e-commerce solution for the industry."

The ten-member board of directors are pleased with the commerce platform and offered functionality. "We are all very pleased with ForestExpress` overall vision, strategy and quickness to market," said board member Marianne Parrs, Executive Vice President, International Paper. "There is a strong support and coordination among the founding partners and participants."

Board member Dave Poole, Director E-Business Strategy with The Mead Corporation agrees: "ForestExpress is committed to building a neutral, open and independent entity that creates value across the entire supply chain. We are very pleased with the progress they have made."

ForestExpress solicited feedback from founding partners and participating companies who are conducting transactions and has received a wide range of responses commenting on the value the company is providing.

-- "eCommerce will bring a lot of value to our industry.


http://dowjones.work.com/index.asp?layout=display_news&searc… doc_id=DJ200102220811DOWJONESBUS_WIRE000474&source=Dow%20Jones" target="_blank" rel="nofollow ugc noopener">http://dowjones.work.com/index.asp?layout=display_news&searc… doc_id=DJ200102220811DOWJONESBUS_WIRE000474&source=Dow%20Jones

[Eboerse]

Generall Elektric & Commerce One

ELECTRONIC MARKETPLACE SOLUTION
E- Marketplace Service Offering From GE Global eXchange Services (GXS) & Commerce One Summary The combined service offering from GXS and Commerce One brings together the world`s largest e-commerce trading ...



http://www.gegxs.com/downloads/emso_ob.pdf

[Eboerse]

Monday March 5, 5:19 pm Eastern Time
Press Release

Commerce One Announces Voluntary Stock Option Exchange Program for Employees

PLEASANTON, Calif.--(BUSINESS WIRE)--March 5, 2001--Commerce One, Inc. (Nasdaq:CMRC - news) the e-marketplace company, today announced a voluntary stock option exchange program for its employees.

All Commerce One employees will have the opportunity to cancel previously granted options in exchange for an equal number of new options to be granted at a future date. Board members who are not employees of the Company will not be eligible to participate in this program.

The exercise price of these new options will be set at the fair market value of the Company`s common stock as of the new grant date, which is expected to occur later this year. The Company does not expect to sustain variable compensation charges with this program.

``We believe the opportunity for e-marketplaces, on a global basis, has never been greater,`` said Mark Hoffman, Commerce One chairman and CEO. ``This program reflects Commerce One`s commitment to attracting and retaining the industry`s top employees, which is key to serving our customers and our shareholders over the long term.``

About Commerce One

Commerce One® (Nasdaq:CMRC - news) is the e-marketplace company. Through its software, services and Global Trading Web(TM) of interconnected business communities, Commerce One enables worldwide commerce on the Internet. With headquarters in Pleasanton, California and offices around the world, Commerce One can be reached by phone at [phone] or [phone] or via the Internet at www.commerceone.com.

Forward Looking Statements

[boxenstopp]

WIRTSCHAFT Dienstag, 6. März 2001

Bayern Seite 28 / Deutschland Seite 28 / München Seite 28


Internet-Marktplatz der Autokonzerne expandiert


Covisint will noch in diesem Jahr an die Börse


Offen für weitere Hersteller / Bald Entscheidung über Europazentrale / Herstellungskosten für die Autos sinken deutlich



München – Noch in diesem Jahr will der von Ford, General Motors und DaimlerChrysler gegründete Internet-Marktplatz Covisint an die Börse gehen. Bald soll nach den Worten von Covisint-Chef Enrico Digirolamo auch eine Niederlassung in Europa eingerichtet werden. Der Marktplatz sei im übrigen offen für weitere Kfz-Hersteller.



Von Walter Ludsteck

Die Ankündigung, dass die drei Automobil-Konzerne gemeinsam einen elektronischen Marktplatz für die Beschaffung ihres Materials einrichten wollen, ist gerade mal ein Jahr her. Die Genehmigung der Kartellbehörden wurde sogar erst im vergangenen September erteilt. Doch schon im Dezember hat Covisint die ersten Einkaufsaufträge abgewickelt. „Seither sind viele tausend Transaktionen durchgeführt worden“, erklärte jetzt Enrico Digirolamo, Chief Executive Officer der Covisint LLC, im Gespräch mit der Süddeutschen Zeitung.

Aus Gründen der Unabhängigkeit und Kunden-Neutralität, aber auch um den Geschäftsfokus klarzustellen, soll Covisint nach seinen Angaben so bald wie möglich den Gang an die Börse antreten. Das könne eventuell schon im Sommer dieses Jahres geschehen, denn mit den Vorbereitungen werde bereits begonnen, betonte Digirolamo. Der genaue Termin hänge allerdings von der Entwicklung an den Börsen ab. Die Mehrheit an Covisint ist in Händen der drei Gründungsunternehmen, die jeweils 25 Prozent besitzen. Dazu ist inzwischen – mit einer kleineren Beteiligung – die Gruppe Renault/Nissan gestoßen. Anteile von einigen wenigen Prozent halten die beiden Softwareunternehmen Commerce One und Oracle.

An Commerce One, dem hauptsächlichen Technologiepartner, haben sich im Gegenzug Ford und General Motors mit einem kleinen Anteil engagiert. Informationen, denenzufolge Volkswagen bei Covisint mitmachen wollte, aber wegen der angebotenen geringen Beteiligung, davon Abstand nahm, will Digirolamo nicht kommentieren. Er erklärte jedoch, dass der Internet- Marktplatz für weitere Partner offen sei und Konzerne wie Volkswagen, BMW oder Honda aus seiner Sicht durchaus interessante Kandidaten bildeten. Der französische Automobilhersteller PSA Peugeot Citroen erwägt offenbar auch eine Beteiligung an Covisint.

Asiengeschäft gering

Weil der Alte Kontinent einen enorm wichtigen Markt bildet, will Covisint, die ihre Hauptsitz in Southfield bei Detroit hat, bald eine Europazentrale gründen. Die Entscheidung über den Standort wird laut Digirolamo innerhalb der nächsten vier Wochen fallen. Jetzt wird nur ein provisorisches Büro in Stuttgart unterhalten. Der geschäftliche Schwerpunkt liegt derzeit in den USA und in Westeuropa. Die Handelsbeziehungen mit Asien sind dem Manager zufolge deutlich geringer, mit Südamerika sogar noch sehr schwach.

Wie viel Covisint, die nun 400 Mitarbeiter beschäftigt, bisher investiert hat und wie viel der Marktplatz umsetzt, will Digirolamo nicht verraten. Diese Zahlen würden zum Börsengang veröffentlicht. Auch zum Umfang der Verluste schweigt sich der Manager aus. Ziel sei es aber „bald nach dem Börsengang“ die Gewinnschwelle zu erreichen. Das Unternehmen finanziert sich aus Transaktionsgebühren sowie einer Abonnementpauschale der Teilnehmer.

Die Autogiganten, die zusammen pro Jahr für 300 Milliarden Dollar einkaufen, haben den elektronischen Marktplatz geschaffen, weil sie sich große Kostensenkungen erhoffen. Einsparungen bis zu 2000 DM je Auto hat eine Investmentbank errechnet; andere Studien kommen allerdings zu geringeren Vorteilen. Digirolamo will sich zu solchen Zahlen nicht äußern. Die Kostensenkungen fielen schließlich nicht bei Covisint, sondern bei den Autobauern an. „Sicher ist aber, dass Einsparungen möglich sind.“ So würden die Aufwendungen der Lagerhaltung und der Einkaufsabwicklung verringert.

Eine besondere Rolle spielt auch die Preisfindung bei der Warenbeschaffung über Covisint. In zunehmendem Maße werden sogenannte Reverse Auctions, umgekehrte Versteigerungen, durchgeführt. Dabei schreiben die Kfz- Hersteller Aufträge elektronisch aus und die interessierten Lieferanten bieten im gegenseitigen Wettbewerb immer niedrigere Preise an. Das dürfte vermutlich dem DaimlerChrysler-Konzern gut gefallen, der unlängst angekündigt hat, dass er zur Chrysler-Sanierung auch auf billigere Zulieferungen setzt.

Bisher hat Covisint nach eigenen Angaben etwa 320 Auktionen mit einem Lieferwert von insgesamt 1,5 Milliarden Dollar realisiert. Digirolamo erwartet, dass sich die Zahl bis zum Jahresende verzehnfacht. Diese Art der Preisfindung wird nach seiner Ansicht bald in der ganzen Automobilindustrie üblich werden. Allerdings wird diese Meinung nicht überall geteilt. So wurde bei BMW schon darauf hingewiesen, dass die amerikanischen Kfz-Konzerne vor allem preisorientiert seien, die europäischen Autobauer jedoch eher qualitätsorientiert. Für BMW sei die enge Zusammenarbeit mit Systemlieferanten wichtiger als Einsparungen über Auktionen.

Nicht alle Materialbeschaffungen über Covisint erfolgen aber mit Hilfe umgekehrter Versteigerungen. Viele Produkte werden aus Katalogen geordert, welche die Zulieferer auf dem Marktplatz „ausgelegt“ haben. Derzeit kann bei Covisint in 140 solcher Katalogen geblättert werden und schon bald soll die Zahl laut Digirolamo auf 285 steigen. Sein Ziel ist es, die 200 Top-Firmen der ersten Zulieferer-Kategorie für den Handel über Covisint zu gewinnen. Jetzt machen im Kataloggeschäft etwa 40 mit. Die Zulieferer schalten den Marktplatz teilweise wiederum zum Bezug der von ihnen benötigten Waren ein. Insgesamt, so erklärt Enrico Digirolamo, haben bisher mehr als 700 Unternehmen an den Transaktionen über den Marktplatz von Covisint teilgenommen.

Künftig breitereBasis

Der Covisint-Chef möchte aber nicht nur die Zahl der Handelspartner ausweiten, sondern auch die Geschäftsbasis. Über die Beschaffung hinaus soll der Marktplatz der ganzen Kette der Geschäftsprozesse dienen. Bereits jetzt wird er zum Beispiel zu Trainingszwecken genutzt. Covisint stellt außerdem einen virtuellen Raum, den so genannten Virtual Projekt Workspace, zur Verfügung, in dem Teams mehrerer Untenehmen gemeinsam Informationen austauschen und Projekte bearbeiten können. Dabei geht es, wie Enrico Digirolamo betont, nicht mehr nur um Kostensenkungen, sondern um die Verkürzung der Auto-Entwicklungszyklen und des Zeitraums von der Bestellung bis zur Auslieferung.

Eine wichtige Rolle kann Covisint nach Meinung Digirolamos künftig auch bei der Kommunikation zwischen den Unternehmen, beispielsweise beim Dokumentenaustausch, spielen. Aber auch ei ne Funktionserweiterung in Richtung Logistik oder Zahlungsabwicklung werde geprüft.

Mehr finden Sie im
Besuchen Sie auch

[Shakes]

Commerce One Optimistic It Can Avoid Econ Downturn

Dow Jones News Service ~ March 6, 2001 ~ 1:23 pm EST
By Lee Gomes


Of THE WALL STREET JOURNAL


PLEASANTON, Calif. (Dow Jones)--Business to business company Commerce One Inc. (CMRC) says it is "cautiously optimistic" it can avoid the economic downturn forcing many technology companies to issue disappointing quarterly reports.

"We haven`t changed our numbers," Mark Hoffman, chairman and chief executive of the Pleasanton, Calif. company, told Dow Jones Newswires.

Commerce One is a leading supplier of the "marketplace" or "exchange" software that allows buyers and sellers in a variety of industries to meet online to conduct their business. Last year, these sorts of "b-to-b" technologies were among the hottest items on Wall Street.

But the economic downturn has forced many big companies to cut back on technology spending, something that has affected even technology high-fliers like Cisco Systems Inc. (CSCO) and Oracle Corp. (ORCL). Stocks in those companies have been sharply off in recent weeks, in large part because of earnings disappointments.

Hoffman said that Commerce One has so far escaped the same fate, adding that he is hopeful the situation will remain that way. One reason, he said, is that a large percentage of his customers are in Europe, where, he noted, "they are more optimistic than we are. They have a rosier view of things."

He also noted that, as a new company, Commerce One needs to garner fewer new sales to continue growing at a rapid clip.

"We are not like Oracle, which has to generate billions of dollars in new sales every quarter," he said.

The company finishes its first quarter at the end of this month; analysts are currently expecting it to lose four cents a share, according to First Call/ Thomson Financial. Commerce One is expected to report earnings for the period on April 19. Commerce One says it expects to make money in its third quarter this year.

[Eboerse]

Tuesday March 6, 2:10 pm Eastern Time
Press Release
SAP Named Market Leader For Collaborative Product Definition Management -- cPDm --
mySAP Product Lifecycle Management Achieves Top Spot Among Comprehensive cPDm Technology Suppliers in CIMdata Study
WALLDORF, Germany--(BUSINESS WIRE)--March 6, 2001-- SAP AG (NYSE:SAP - news) today announced that it has been named the market leader among comprehensive cPDm technology suppliers in a global study by CIMdata Inc., a leading collaborative product definition management consulting and research firm.

The study confirms the growing momentum and customer demand for mySAP(TM) Product Lifecycle Management (mySAP PLM) and the rich functionality it offers companies for creating collaborative environments to manage, track and control product information over the complete product and asset lifecycle and across the extended supply chain.

Historically driven by products that were physical goods engineered and produced in-house, the cPDM market is increasingly characterized by collaboration among partners and suppliers through outsourced design and production, the need for highly customized products and the demand for a complete product lifecycle solution. Knowledge management, equipment planning, product quality and product safety play key roles in sound product design, and mySAP PLM ensures that knowledge gained in design and production is leveraged in new product development.

The CIMdata report specifically cites the ``dramatic accomplishment`` of SAP as market share leader based on revenue in 2000. SAP was acknowledged as ``one of the few suppliers generating significant revenues in both the discrete manufacturing and process industries`` and for ``leveraging existing relationships with major system integrators`` to continue expansion of the business. The dominant market position of SAP in Central Europe and its accelerating growth in other regions, ``especially North America,`` also were recognized in the growing success of mySAP PLM in the cPDm space.

``Because it enables businesses to bring innovative and profitable products to market effectively, cPDm and the collaborative capabilities it provides are rapidly transitioning from a competitive advantage to competitive necessity,`` said Ed Miller, president, CIMdata. ``Our research shows that SAP is successfully leveraging its experience in serving its broad, global customer base to help a growing number of companies develop and deploy effective integration of their physical and intellectual supply chains.``

Key functional areas in the collaborative environment created by mySAP PLM include asset lifecycle management, lifecycle data management, program and project management, lifecycle collaboration, quality management, and environment health and safety. mySAP PLM is targeted at all industries that require management of product- and project-related data, including change management and document management capabilities. Delivered through mySAP(TM) Workplace(TM), mySAP PLM integrates with the full suite of mySAP.com® e-business solutions -- including mySAP(TM) Supply Chain Management, mySAP(TM) Customer Relationship Management, mySAP(TM) E-Procurement, mySAP(TM) Business Intelligence(TM) and mySAP(TM) Marketplace -- to deliver e-business best practices supporting the profitability of SAP customer companies.

``Managing product lifecycles is a critical component of any company`s supply chain, and mySAP PLM provides a solution to take a product from `cradle to grave`,`` said Archim Heimann, senior vice president, mySAP Product Lifecycle Management, SAP AG. ``mySAP PLM is succeeding in helping our customers reduce time to market by providing a complete solution to manage and retrieve all product- and asset-related information -- from first idea through design and production to product obsolescence -- and accelerating collaborative processes through collaborative engineering, change and project management across multiple business partners.``

About SAP

SAP is the world`s leading provider of e-business software solutions. Through the mySAP.com e-business platform, people in businesses around the globe are improving relationships with customers and partners, streamlining operations, and achieving significant efficiencies throughout their supply chains. Today, more than 13,000 companies in over 100 countries run more than 30,000 installations of SAP® software. With subsidiaries in over 50 countries, the company is listed on several exchanges including the Frankfurt stock exchange and NYSE under the symbol ``SAP.`` (Additional information at http://www.sap.com/).

This press release contains forward-looking statements based on beliefs of SAP management. Any statements contained in this press release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. The words ``anticipate,`` ``believe,`` ``estimate,`` ``expect,`` ``intend,`` ``may,`` ``plan,`` ``project,`` ``should`` and ``will`` and similar expressions as they relate to SAP are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of SAP, and all forward-looking statements are subject to various risks and uncertainties that could cause results to differ materially from expectations. The factors that could affect future SAP financial results are discussed more fully in SAP filings with the U.S. Securities and Exchange Commission (the ``SEC``), including the SAP Annual Report on Form 20-F. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates. SAP undertakes no obligation to publicly update or revise any forward-looking statements.

Copyright (c) 2001 SAP AG

SAP, the SAP logo, mySAP, mySAP.com, Business Intelligence and other SAP products or services mentioned herein are trademarks or registered trademarks of SAP AG in Germany and several other countries. Other product or service names mentioned herein are the trademarks of their respective owners.

[SteffenP]

Jargon overload weighs on b-to-b
March 06, 2001 12:00 AM ET

RELATED STORIES
• More by Adam Feuerstein




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

This is my last column for Upside.com, so let`s go out in a blaze of glory:

Wading through the acronyms



B-to-b software companies are floundering because their corporate customers don`t know what the hell any of this software actually does. The pile of buzzwords and acronyms thrown around by Ariba (ARBA), Commerce One (CMRC), i2 Technologies (ITWO), Oracle (ORCL) and the rest of the b-to-b crew has reached a tipping point. The mountain of cow dung is so dense and unintelligible that customers are throwing up their hands in surrender.


Now, software executives have never been known for clarity or common-sense use of the English language. After all, these are the guys and gals who like to throw around terms like "end-to-end solution" and "fully scalable solutions for the enterprise."


But c`mon folks, give us a break. Put yourself in the shoes of a corporate CTO interested in using technology to cut some costs or boost the efficiency of his operations. He really wants to get into this b-to-b thing, so he rings up the software firms and tells the sales reps to come over for a series of meetings.


What a mistake. This is what he hears:


One sales rep drones on about the mission-critical solutions built around supply chain management (SCM) or supplier relationship management (SRM). He`s also selling a customer relationship management (CRM) solution, but of course, his CRM is different from other CRM vendors because they don`t do sales force automation (SFA).


Another sales guy wants to talk about product lifecycle management (PLM) and value chain management (VCM). This is the same guy who last month was selling e-procurement and strategic sourcing software layered on top of a collaborative commerce platform. But, hey, that was last month.


And, of course, if you`re going to really get into e-business, you have to consider building an enterprise channel management (ECM) solution to go along with your private trading exchange (PTX).


So, what the does the CTO do? He plays golf.


Dave Perry, meet Jeff Bezos


Has anyone else noticed the close parallels between Ventro (VNTR) CEO Dave Perry and Amazon.com head honcho Jeff Bezos?


Think about it, both men have been lauded as the "poster boys" of their respective Internet e-commerce genres. Both men traveled west across the country -- Bezos from Wall Street and Perry from "Hahvid" Biz School -- to stake their claims in the New Economy surging on the Left Coast. Both men grabbed buckets of venture capital to turn their business plans into actual companies. Their net worth went boffo when their companies went public.


Then came the crash. Bezos and Perry are now fighting to keep money-losing Amazon and Ventro afloat. And neither men are as rich, or popular, as they used to be.


What do I take away from this comparison? The first phase of b-to-b e-commerce -- starting back in 1996 or 1997 and ending at the beginning of 2001 -- was no different from the first phase of consumer e-commerce. Perry`s baby, the Chemdex life sciences marketplace, looks just like Bezos` Amazon.com bookstore. (Well, there is one big difference: Amazon is still selling books while Chemdex is no longer selling beakers and test tubes because it`s out of business.)


Let`s face facts. A dotcom is a dotcom, whether it`s "b-to-c" or "b-to-b." The frenzied rush to build hundreds or thousands of online industry marketplaces and trading exchanges has been a failure. No different from the pitiful demise of eToys, Pets.com or any other online store.


The b-to-b and b-to-c crowds continue to move in lock step during their next stages of evolution. Today, traditional retailers opening Web stores of their own dominate the b-to-c landscape. The Internet pundits tell us that consumers really want to shop on the Web, but they want to buy stuff from names they trust, like Wal-Mart.com (WMT).


Does this sound familiar, b-to-b boys and girls?


Today, traditional businesses opening Web marketplaces of their own dominate the b-to-b landscape. The Internet pundits tell us that businesses really want to buy and sell stuff on the Web, but they want to do it through names they trust (and control), like Covisint.


Eerie, isn`t it?


Does this second chapter of e-commerce have a happy ending? Well, has anyone been wowed by Wal-Mart.com`s performance, so far? Nope. What about Covisint? Ahem…


Give Covisint a chance


To be fair, the large, industry-sponsored marketplaces like Covisint still need some work before they can be judged accurately. But the clock is ticking and the slowing economy is going to make these build-outs a lot more difficult.


Many companies that embraced the idea of big, public marketplaces for their industries -- and poured money and other resources into the efforts -- have got to be having second thoughts now that IT budgets are coming under fire. It`s easy to throw money into these things when times are good, but not so easy when times are tough.


While each industry-sponsored marketplace will succeed or fail on its own merits, I`d watch three of these ventures closely as a proxy for the entire public marketplace effort. My "bellwether" picks are Covisint (automotive), Transora (consumer packaged goods) and e2open (electronics/high-tech manufacturing).


These marketplaces seem to have a combination of smart management, solid industry support and strong technology platforms and business models to gain traction quickly. If any of these three ventures fail, I`d really start to worry.


And one more thing


My last word, ever, on Ventro: I`m shocked -- shocked! -- that this company continues to exist. The only explanation I can come up with is that Perry has some scurrilous and incriminating photos of his board members locked away in some safe.


Why else wouldn`t these seemingly bright guardians of shareholder interest simply vote to call it a day and return what little money is left to investors? As one of my fellow b-to-b scribes so succinctly wrote recently -- the thermometer in this turkey popped a long time ago.


Oh yeah, I forgot. This is the New Economy, where insiders get rich and investors get screwed. How stupid of me.


Here`s a link to Ventro`s board of directors: http://www.ventro.com/about/directors.html


Ask them why they still believe in this dog.


Bye-bye


Like I said at the top, this is my final column for Upside.com. The last year has been a ton o` fun. I learned a lot, and I hope you did too. Thanks and goodbye.

[81245]

Aus der FTD vom 7.3.2001
B2B: Online-Marktplätze unter Druck
Von Carlos Grande und Andrew Hill, London

Vielen Handelsplattformen im Internet droht das Geld auszugehen, weil sich die Investoren zurückziehen.

Trotz der Katerstimmung in der weltweiten Internet-Branche in den vergangenen paar Monaten bleibt ein Hoffnungsschimmer: Etablierte Unternehmen werden in Zukunft dank der neuen Technik noch viel Geld sparen. Obwohl sich viele Konzerne bereits im E-Business engagiert haben, ist das Potenzial der neuen elektronischen Märkte und Handelsplattformen noch nicht ausgeschöpft. Für die Betreiber der Online-Plattformen stellt sich jedoch die Frage, was passiert, wenn sie von ihren Kunden mehr Geld fordern.

Vor etwa einem Jahr schlossen die größten Automobilkonzerne der Welt ihre elektronischen Handelsplätze zu einem Gemeinschaftsunternehmen namens Covisint zusammen. Der Online-Markt für Einzelteile, Lieferungen, Dienstleistungen und Informationen galt als klare Zustimmung traditioneller Industriezweige zum Online-Geschäft von Business-to-Business (B2B).


Nach Angaben der Unternehmensberatung Roland Berger wurden im vergangenen Jahr über 3000 Ideen für neue Online-Handelsplattformen vorgestellt. Doch viele dieser Ideen wurden nie umgesetzt.


Selbst Covisint, Tochterunternehmen von Ford, General Motors (GM), DaimlerChrysler und anderen Branchenriesen, sucht noch immer einen Vorstandschef. "Ich glaube, die Leute verstehen langsam, wie schwierig das ist", sagt Covisint-Sprecher Dan Jankowski. "Man kann sich nicht einfach einen Computer besorgen und dann sagen: Hey, schau, wir sind eine B2B-Handelsplattform."


Es ist nach Einschätzung von Experten derzeit kaum abzusehen, welche Online-Märkte überleben werden. Die von der Industrie gestützten Projekte scheinen die besten Überlebenschancen zu haben: Sie haben Geld, eine erfahrene Unternehmensführung, einen Kundenstamm und glaubhafte Expansionspläne. Andererseits könnten zu viele Vorstandschefs, die mitreden wollen, den Arbeitsablauf bis zum Stillstand verlangsamen. Die amerikanische Forschungsgruppe AMR Research kommt zu dem Ergebnis, dass firmeneigene Plattformen einzelner Unternehmen, die die Bindung an Zulieferer und Kunden suchen, bessere Chancen bieten.



Doppelte Strategie


Einige Unternehmen gehen auf Nummer sicher. Coca-Cola und Dell Computer zum Beispiel wickeln ihr elektronisches Geschäft über firmeneigene und öffentliche Handelsplattformen ab und wenden sich zudem an Drittunternehmen wie Freemarkets, die im Auftrag der Großunternehmen Online-Auktionen veranstalten.


Die Industrie-Plattformen stehen vor weiteren Herausforderungen: Die gemeinsame Planung verlangt von den Unternehmen eine Vernetzung ihrer Systeme. Die ist wichtig, weil auf lange Sicht nicht genug Gewinn aus den Online-Auktionen zu erwarten ist. Zugangsgebühren zu den Plattformen und die Provision aus Auktionen reichen nicht, um die Handelsplattformen profitabel zu machen.


Es ist noch immer schwierig, den Erfolg der elektronischen Börsen zu messen. Die Industrie-Börsen veröffentlichen keine Gewinn- und Umsatzzahlen. Auch von Drittunternehmen, die eine Online-Börse betreiben, gibt es nicht genug Ergebnisse, sondern nur Vorhersagen. Die beste Maßeinheit ist daher wohl das Auktionsvolumen, das über eine bestimmte Handelsplattform erwirtschaftet wurde.


Seit der Gründung im Oktober hat Covisint etwa 100 Auktionen veranstaltet und dabei Güter und Dienstleistungen im Handelswert von 350 Mio. $ vermittelt. Im Vergleich dazu wurden über die firmeneigene Börse von Volkswagen nach Unternehmensangaben Auktionen mit einem Volumen von 1 Mrd. Euro (930 Mio. $) veranstaltet. Covisint rechnet in diesem Jahr jedo


Viele Online-Börsen dürften spätestens dann ein Problem bekommen, wenn sie mehr Geld brauchen. Phillip Merrick, der Chef des Software-Zulieferers Web Methods, fürchtet: Wenn das erste Geld der Plattformen aufgebraucht ist, werden sich viele Großunternehmen fragen, was die Investitionen gebracht haben. In einigen Branchen ist der Druck schon jetzt spürbar. Vielen Auto-Zulieferern fehlt derzeit das Geld. Sie schränken daher die Investitionen in neue Online-Börsen ein.


Es gibt aber auch zufrieden Kunden. Die britischen Einzelhändler Sainsbury und Marks and Spencer sind mit den ersten Ergebnissen zufrieden. Auf lange Sicht erwarten sie eine bessere Kooperation mit ihren Zulieferern, kleinere Lagerhallen und bessere Planung sowie höhere Gewinnmargen aus dem B2B-Online-Geschäft.


Die überhöhten Erwartungen des vergangenen Jahres an die elektronischen Börsen sind verflogen. Vielleicht können sie ihre Kunden nun leichter von ihrem Potential überzeugen.



© 2001 Financial Times Deutschland

[Sparbiiiechle]

Hallo Eboerse,

besten Dank für Deine Mühen hier im Board.
Als kleiner Tip : GE = General Electric.

Gruß

Sparbiiiechle

[SteffenP]

Part I: Evolution of `B2B`
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 7:00 AM ET Mar 7, 2001


SAN FRANCISCO (CBS.MW) - It was back in the summer of `99 when the term "B2B" became all the rage on Wall Street.

From the birth of e-marketplaces, e-procurement firms for staplers and pencils online to the birth of consortia exchanges to a plethora of e-software that lets designers, engineers, and manufacturers collaborate, we`ve come a long way, baby.

The so-called "B2B" companies now span a broad amorphous category, but simply it has always defined the firms enabling corporate America to move away from client/server software and towards conducting all their transactions on the Web.

The colossal endeavor, however, had to progress in an evolutionary way as firms schemed to attack the low-hanging fruit and develop potential Trojan horses.

Having gone through several iterations of business models, the winners and losers of the field are increasingly coming to form. Prices are relatively compelling, but only when investors understand the players.

Looking at what`s hot within the industry now and who`s still at the forefront of this ever-evolving space may help to make investment decisions, especially as consolidation comes to a rolling boil.

What`s hot

These days, the recent wave revolves around selling Web-based software that handles direct purchases by corporations.

Direct purchases include unique materials that go into the manufacturing of a particular product, like buttons and trimming for clothing and plastics and metal parts for cars. Eighty percent of procurement expenses are spent on direct materials, according to U.S. Bancorp Piper Jaffray analyst Jon Ekoniak.

"The new phenomenon is a concept called a private exchange," said Tom Berquist, an analyst at Goldman Sachs. Recall, early last year, the big rage was about mega exchanges creating central trading hubs open to any corporation, such as Covisint, the automotive exchange or the retail exchange Transora.

The idea behind a private exchange is to give companies their own platform. For instance, a large clothing designer may want to connect its designers, production departments and component suppliers across the world on Web-based software rather than faxes and phones.

The direct-materials segment of the broad "B2B" industry is receiving the lion`s share of attention as companies begin filling up their tool chests, by picking up niche applications, or tools to get a toehold in this market.



In late January, Ariba (ARBA: news, msgs, alerts) purchased Agile Software (AGIL: news, msgs, alerts) , a provider of collaborative commerce software, for $2.6 billion to move into the direct-materials market. The Ariba deal was followed by FreeMarkets` (FMKT: news, msgs, alerts) purchase of collaborative commerce software firm Adexa for $340 million in stock in early February.

Commerce One (CMRC: news, msgs, alerts) , which has a partnership with SAP (SAP: news, msgs, alerts) , is expected to roll out its own collaboration product before the end of the quarter, Ekoniak.



Firms that have evolved to offer Web-based software and the kind that go beyond the firewall, in other words, that let corporations connect with other corporations, such as I2 Technologies (ITWO: news, msgs, alerts) and Manugistics (MANU: news, msgs, alerts) , are also beefing up these capabilities.

Even though, I2`s product suite supports many different applications, some analysts expect the company could make a move into the collaborative commerce segment.

One company bandied about as a prime takeover candidate is MatrixOne (ONE: news, msgs, alerts) . ICG Commerce, which is 76-percent owned by "B2B" holding firm Internet Capital Group (ICGE: news, msgs, alerts) and a provider of software for direct sourcing, could be a takeover candidate as well.

Some history

Notice the current list of players does not mention many of the e-marketplaces that came on board in late `99 and early `00.

Rewind the clock two years, the first whiff of "B2B" came in the form of e-marketplaces or aggregators. Back in Feb. `99, VerticalNet (VERT: news, msgs, alerts) marched onto the public scene by aggregating catalogs of suppliers and slapping them on the Web -- essentially it was an operator of multi-catalogs on steroids. Then in June of `99, Ariba stormed Wall Street as a provider of procurement software to Fortune 500 firms. The low-hanging fruit in Fortune 500 procurement was office supplies, and that`s what Ariba went for.

Commerce One, another software firm targeting the software procurement market, made its debut in July. Another "B2B" species was the vertical marketplaces, such as Ventro (VNTR: news, msgs, alerts) , formerly known as Chemdex and at the time a marketplace specialized in the life sciences industry. Agile Software made its debut in August.

In September came the IPO of PurchasePro (PPRO: news, msgs, alerts) , a hybrid technology and marketplace operator targeting the small- to mid-sized firms. FreeMarkets (FMKT: news, msgs, alerts) , which enabled corporations to auction off their procurement needs, exploded on to the scene by December.

Commerce One would close out the year with the best return, up 2,707 percent followed by VerticalNet, up 1,950 percent, according to CommScan. PurchasePro would close out the year with a 1,618 percent return. Ariba rose 1,442 percent by the end of `99.



As of Monday`s close, fourteen months later, all four stocks are down more than 90 percent from that price.

But many of the e-marketplaces from Neoforma (NEOF: news, msgs, alerts) , an online marketplace for medical products, which went public in Jan. `00, and EMerge Interactive, an e-marketplace for cattle, which went public in February `00 and SciQuest (SQST: news, msgs, alerts) , a competitor to Ventro, which came onto the public scene in November of `99, get far less attention from Wall Street these days.

"From the beginning, it`s clear that software was and continues to be the winning solution," said John Ekoniak, an analyst at U.S. Bancorp Piper Jaffray.

Ariba and Commerce One had started off with software products, he said. Internet Capital Group spent over 50 percent of its investment dollars in vertical marketplaces, Ekoniak added.

The e-marketplaces were the dot-coms of the B2B revolution, said Goldman Sachs` Berquist. At the end of the day, B2B was about new software.

A lot of companies have changed their strategy, and it appears the industry is weeding out the weak. Where are we do we go from here? Stay tuned for an assessment in Part II: Evolution of "B2B."

Bambi Francisco is Internet editor of CBS.MarketWatch.com, based in San Francisco.

[SteffenP]

Tuesday March 6 7:55 PM ET
i2 in Talks to Acquire Rightworks

By Siobhan Kennedy

NEW YORK (Reuters) - Software company i2 Technologies Inc. (NasdaqNM:ITWO - news) is in talks to acquire privately held Rightworks for about $250 million in a deal that could be announced as early as the end of the week, people familiar with the situation said on Tuesday.

i2, the No. 1 vendor of software that helps companies manage purchasing and inventory systems, and Rightworks declined to comment. A spokesperson for Internet Capital Group Inc. (NasdaqNM:ICGE - news), which owns 54 percent of Rightworks, was not immediately available.

In acquiring Rightworks, i2 is effectively closing the lid on its rocky partnership with Ariba Inc.(NasdaqNM:ARBA - news), whose software competes directly with Rightworks.

Rightworks makes software that enables companies to purchase indirect, or finished goods, and raw materials over the Internet, as well as providing software to set up business-to-business online exchanges.

I2 already has the market for raw materials procurement sewn up, analysts say, through its own supply chain management software, so buying Rightworks rounds out its procurement strategy.

``This all makes perfect sense,`` said Joshua Greenbaum, principal of Daly City, Calif.-based Enterprise Applications Consulting. ``The pressure is on for i2 to fill out its product suite and to become more of an integrated software vendor and not just supply chain monster.``

i2 and Ariba got together with IBM last year to form the B2B Alliance to target the market for online exchanges. Since then, analysts have been predicting a break up between i2 and Ariba because the two vendors have consistently introduced software that encroaches upon each other`s territory.

Ariba Makes Deals Of Its Own

The biggest evidence of that came last month when Ariba agreed to acquire Agile Software Corp. (NasdaqNM:AGIL - news), a maker of software that helps companies share product information with their suppliers and partners. That brought Ariba into greater competition with i2, whose software, in part, competes with Agile`s.

Then last week, at its press and analyst day in New York, Ariba further distanced itself from i2 by announcing a series of partnerships in the supply chain planning space.

The long-rumored deal between i2 and Rightworks was expected to be announced at i2`s press and analyst event in New York this week, but the conference was called off at the last minute due to bad weather after a major winter storm.

Mary Coleman, chief executive, and Jeff Carr, president and chief operating officer of Rightworks, are not expected to stay with the combined company, one of the sources said. The source added that Internet Capital Group was expected to get the lion`s share of the $250 million plus purchase price.

``This makes a lot of sense for i2,`` said Bruce Richardson, an analyst with Boston-based AMR Research. ``i2 gets an instant product that it can drop into its customer base on both the indirect and strategic sourcing side.``

``Ironically by waiting a year, they were able to get it for a fraction of Rightworks`s market value a year ago,`` Richardson said.

According Boston-based AMR Research, Rightworks closed 2000 with $36 million in revenue, a 1,700 percent increase over the year-earlier period.

It also has a very strong pipeline that should allow it to at least double or triple revenue this year, AMR said. The customer base has also grown to about 70 customers, spread over a number of key industry sectors including financial services, healthcare, pharmaceuticals and high tech.

[SteffenP]

Wednesday March 7, 8:00 am Eastern Time
Press Release
SOURCE: Ariba, Inc.
Hydro One Projects $5 Million in Year One Savings Using Ariba B2B Commerce Platform
IBM Implements One of the First Ariba Buyer 7.0 Solutions in Canada, Taking the Ontario Utility Live in Just 67 Days
MARKHAM, Ontario and MOUNTAIN VIEW, Calif., March 7 /PRNewswire/ -- Hydro One Inc. and Ariba Inc., (Nasdaq: ARBA - news) today announced the launch of a new online procurement system for Hydro One that is projected to save the Ontario energy company Cdn$5 million in its first full-year of operation. IBM Canada implemented the Ariba-powered system in just 67 days, making it one of the first Ariba® Buyer(TM) 7.0 business-to-business (B2B) eCommerce solutions deployed in Canada.

Phase one of the implementation connected 50 users at Hydro One with six of its suppliers. Once fully deployed, Hydro One estimates the new e-procurement system will expand to include 5,000 users and 300 suppliers, with an increase in savings of Cdn$10 to 12 million per year.

``We like the ease of use of Ariba Buyer, both for our internal buyers and for our suppliers,`` said Dan Olsen, Hydro One`s director of Supply Management Services. ``In addition to reducing internal processing costs, the system enables us to guide end-users to qualified suppliers who offer us the most favorable terms and conditions.``

Previously, 40 per cent of Hydro One`s buying was from unapproved suppliers. Sourcing was done manually, involving over 3,500 vendors. The result was a time-consuming and cost-intensive process that diffused spending and offered few economies of scale.

Ariba Buyer enables Hydro One to electronically administer purchasing from each employee desktop and direct this spending to preferred suppliers and B2B eMarketplaces, resulting in significant time and cost savings.

``By increasing the efficiency of key business processes, Ariba`s eCommerce solutions consistently deliver a bottom-line benefit to companies all over the world,`` said Nick Solinger, vice president, Product Marketing, Ariba. ``Moreover, our relationship with IBM ensures that customers like Hydro One can get the Ariba eCommerce solution up and running quickly, allowing them to enjoy a rapid return on investment.``

``The power of this eCommerce system is that it allows companies, like Hydro One, to better leverage the investments they`re making,`` said Laurel Larcombe, Practice Manager, Business Intelligence and CRM Services, IBM Global Services Canada. ``By focusing on internal capabilities and process change, Hydro One can also use the Ariba Buyer solution as an ``on-ramp`` to participate in global e-marketplaces and exchanges.``

[SteffenP]

Wednesday March 7, 1:52 pm Eastern Time
Press Release
Ariba and Integris U.S. Announce Agreement to Market B2B e-procurement Software

Integris will serve as an Ariba ASP, providing mid-sized companies
with industry-leading Ariba Buyer(TM) software and a full range of

associated IT services

BILLERICA, Mass. and MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--March 7, 2001--Integris U.S., the information technology services division of Bull, and Ariba, Inc. (Nasdaq: ARBA - news), the leading business-to-business (B2B) eCommerce platform and network services provider , have announced an agreement to market Ariba`s industry-leading e-procurement software along with a full range of associated services.

Under terms of the agreement, Integris will become an application services provider (ASP) of Ariba Buyer (TM), Ariba`s industry-leading e-procurement software, which provides organizations with a fully integrated, highly efficient solution that replaces traditionally paper-based, slow-moving purchasing processes.

Integris will host Ariba Buyer on its own IT systems and provide the software and a full range of associated services, including systems integration, help desk and client server to its clients on a monthly subscription fee basis. Integris will also market Ariba Buyer to mid-sized companies, focusing on domestic businesses with less than $1 billion in revenues.

``This agreement enables us to offer the leading e-procurement application in the industry today to our customers - without our customers having to purchase their own hardware, pay software licensing fees, invest in extensive training, or hire systems integration people,`` said Jonathan Burbank, president of Integris. ``Our end users pay a single subscription fee and we do everything else.``

``Ariba has long relied on leading integrators to extend the reach of our leading-edge products,`` said Dan Fishback, vice president, Global Channels for Ariba. ``We`re very pleased that a strong solutions provider like Integris has joined the Ariba family in this effort.``

Ariba Buyer is the industry`s leading and most comprehensive B2B eCommerce application designed to improve management of corporate procurement and operational processes. Ariba Buyer enables companies to aggregate and streamline purchasing from each employee desktop, and direct this spending to preferred suppliers, B2B marketplaces and exchanges, leading to greater economies of scale and commerce process efficiencies, and resulting in lower costs and competitive advantage.

About Integris

Integris is the global information technology services division of Bull. With revenue of $2.3 billion, Integris is a world-class provider of mission-critical e-infrastructure outsourcing and system integration services. Integris` U.S. services focus on management of networks, distributed systems, and Internet-based services. Integris provides infrastructure hosting services to a number of key partners and clients. Integris partners include Cisco Systems, Getronics, Hewlett-Packard, Ross Systems, Sungard Recovery Services and Webstack. Based in France, with U.S. headquarters in Billerica, Mass., and large data centers in Minneapolis, Minn., and Phoenix, Ariz., Integris has operations in more than 90 countries and approximately 10,000 employees worldwide. The Integris web address is www.us.integris.com.

[buck.]

b2b links:

http://www.line56.com/

http://2000b2b.com/

http://www.oneclickb2b.com/

http://www.b2b50.com/

http://www.netmarketmakers.com

[Troima]

Nachtrag aus dem Handelsblatt vom 5.3.2001:

Fusion: Internet-Marktplätze der deutschen Chemieriesen


dpa LUDWIGSHAFEN. Die von BASF, Bayer und anderen Chemieriesen gegründeten Internet-Marktplätze cc-markets und chemplorer wollen zum 1. April fusionieren. Das neue Unternehmen «cc-chemplorer» soll einer der führenden europäischen Marktplätze für technische Güter und Dienstleistungen der chemischen und pharmazeutischen Industrie werden. Die Gründer hätten sich in einer Absichtserklärung auf eine «Fusion unter Gleichen» verständigt, teilten die Marktplätze am Montag in Ludwigshafen mit. Auf den Marktplätzen können Lieferanten und Kunden Geräte zur Herstellung von Chemikalien und Dienstleistungen anbieten oder kaufen.
cc-markets (Griesheim bei Darmstadt) war von BASF, Degussa, Henkel und SAPMarkets aus der Taufe gehoben worden und startete Anfang November. Als weiterer Gesellschafter wird die K+S Aktiengesellschaft (Kassel) aufgenommen. chemplorer (Bonn) wurde von Bayer, der Hoechst-Tochter chemfidence und der Deutschen Telekom gegründet und arbeitet seit Oktober.

Im Aufsichtsgremium des neuen Unternehmens sollen alle Gründer mit je einer Stimme vertreten sein. Die Anteile werden je zur Hälfte auf die bisherigen Marktplätze und ihre Betreiber aufgeteilt.

Von dem Zusammenschluss erhoffen sich die Partner nach eigenen Angaben eine größere Marktdurchdringung. «cc-chemplorer wird erheblich bessere Chancen besitzen, einer der führenden europäischen Marktplätze für den technischen Einkauf der Chemieindustrie zu werden als jedes Unternehmen für sich», sagte Peter Kieffer, einer der beiden Geschäftsführer der neuen Gesellschaft.


HANDELSBLATT, Montag, 05. März 2001

----

B2B: Chemische Verbindung

Die beiden führenden deutschen Chemie-Marktplätze verbünden sich. Gemeinsam wollen Chemplorer und CC Markets ihr Einkaufsvolumen bündeln und damit auf dem internationalen Markt an Gewicht gewinnen.
Ein B2B-Marktplatz braucht vor allem eines: viel Liquidität. Deshalb ist es naheliegend, dass Branchen sich auf einen Marktplatz einigen, auf dem alle Käufer und Verkäufer zueinander finden. Zumindest in der Theorie. In der Praxis behindern oft Misstrauen, Konkurrenzdenken und persönliche Animositäten die Zusammenarbeit, und jeder wurschtelt für sich weiter. So krankt die vor einem Jahr groß angekündigte Auto-Plattform Covisint daran, dass sie bestenfalls die Hälfte der Branche bündelt.
Die deutsche Chemieindustrie hat diese Querelen jetzt überwunden und ihre Nachfrage und Angebot in einen Topf geworfen. Die beiden führenden Chemie-Marktplätze Chemplorer und CC Markets fusionieren als gleichberechtigte Partner. Das neue Unternehmen soll CC-Chemplorer heißen.
Chemplorer bringt Bayer, die Höchst-Tochter Chemfidence und die Deutsche Telekom mit in die Ehe. CC-Markets steuert BASF, Degussa, Henkel sowie SAP-Markets bei.
Als besondere Stärke von Chemplorer sieht Content-Managerin Angelika Hörth das Katalogsystem. Produktkataloge der Anbieter werden standardisiert und miteinander kompatibel ins Netz gestellt. Die Verwaltung dieser Datenbanken bietet Chemplorer auch als Dienstleistung an. Außerdem ist Chemplorer schon länger auf dem Markt.
Bei CC Markets werden hingegen nur reine Transaktionen durchgeführt. Dafür habe CC Markets, gibt Hörth zu, einen gewissen Vorsprung beim Anbindung der Transaktionen an das Betriebswirtschafts-System der Teilnehmer. „Wo wir nicht so stark sind, sind die schon sehr weit, und umgekehrt“, sagte Hörth. Dazu kommt, dass beide Partner auf die Software von Business One setzen.
Doch das wichtigste Mitbringsel des neuen Partners ist, so Hörth, „Einkaufsvolumen“. „CC-Chemplorer wird erheblich bessere Chancen besitzen, einer der führenden europäischen Marktplätze für den technischen Einkauf der Chemieindustrie zu werden als jedes Unternehmen für sich“, sagte Peter Kieffer, einer der beiden Geschäftsführer der neuen Gesellschaft.
CC-Chemplorer soll von den bisherigen Standorten Bonn (Chemplorer) und Griesheim (CC-Markets) aus betrieben werden. Als gleichberechtigte Geschäftsführer sind Christian Rast (Chemplorer) und Peter Kieffer (CC-Markets) vorgesehen, wobei Rast als Sprecher der Geschäftsführung fungieren wird.

(Chemplorer basiert m.W. nach auf C1)

[SteffenP]

http://straitstimes.asia1.com.sg/money/story/0,1870,28305,00…

...while Commerce One plans to expand workforce
NASDAQ-LISTED Commerce One, which helps companies to build electronic marketplaces, is so confident of the potential for electronic transactions that it plans to double its staff in Singapore within the next couple of years.


The revenue target for Asia within the next few years is 25 per cent as e-commerce takes off.

In fact, this expected rate of growth may be conservative, said regional director Danny Goh.

He said that over the past year, Commerce One had seen its staff strength swelling from 10 to 45.

`We see business taking off...and we`re actually looking for people now,` he said, adding that the business-to-business sector is `poised for take-off`.

Added Commerce One`s US-based chief financial officer Peter Pervere: `Of our total revenues right now, 10 to 15 per cent comes from the Asia-Pacific region.`

He said that the target for Asia within the next couple of years is 25 per cent.

In the current year, the company`s revenues are forecast to tally in at around US$900 million (S$1.6 billion).

To achieve that level of growth, he said that the rule of thumb was to try and double the group on an annual basis.

`And for where that will occur, we look at where our customers and the demand are.

`That is where we will go,` he said, noting that Asia is likely to see a higher level of expansion than other regions.

Mr Pervere said there was no denying that the `hysteria` over the business-to-business marketplaces had waned but he defended his optimism.

`It may take the next year to get people to utilise the tools,` he said. This is because certain steps have to be in place.

`One is the integration with existing systems. The second is supplier adoption...getting a disparate number of organisations connected.

`There is also a standard way of communicating; for example, documents or supplier part numbers need to be standardised.`

A Gartner study published last month showed that in Singapore, around 25 per cent of the medium and large enterprises have made purchases and sales through an electronic marketplace.

Commerce One`s strategic partner in Singapore is Sesami.com, a joint venture between Singapore Telecom and Hongkong-based Asia2b.com.

To date, Sesami.com has focused on several industries, including construction, chemicals, electronics and health care. Eastman Kodak and JTC Corporation are some of the companies it has worked with.

Competitors of Commerce One include Ariba and local units Singapore Computer Systems and bexcom.

[Klarius]

gerücht quelle n-tn:

"...cmrc und sap beabsichtigen angeblich das modell für den erzielten gewinn(umsatz?) anders zu gestalten
demnach könnte derjenige von beiden das entsprechende verbuchen, welcher den jeweiligen neuen kunden gewonnen hat ..."

wenns so kommen sollte:
für wenn von beiden schlechter???
gruss klarius