BroadVision: Global Player im wachstumsstarken Internet-Softwaremarkt - Aktuelle Marktentwicklungen - 500 Beiträge pro Seite

[DaakMaak]

Hallo "BroadVisionäre" !

BroadVision zählt bekanntlich zu den weltweit führenden und bereits profitabel arbeitenden Internet-Software Anbietern. Demnächst wird auch der von vielen Seiten bemängelte "JAVA-Makel" beseitigt sein, was dem Unternehmen weiteres Wachstumspotential erschließen sollte.
Dazu ein Zitat aus dem aktuellen Performaxx-Börsenbrief #31 vom 13.10.2000: "Broadvision ist sich der Vorteile von Java-Applikationen, wie leichte Implementierung in verschiedene Betriebssysteme, bewußt, weshalb das amerikanische Unternehmen selbst an javafähigen Anwendungen arbeitet." (Die komplette vierseitige Analyse ist übrigens lesenswert.)
Da sich jedoch speziell der Software-Bereich ständigen rasanten technologischen Veränderungen ausgesetzt sieht und ein Unternehmen, das nicht schnell genug auf veränderte Kundenbedürfnisse und Markttrends reagiert, diese nachhaltig verschläft oder keine ausreichende Marktdurchdringung erreicht, schnell den Anschluß verlieren wird, besteht natürlich ein hohes Restrisiko. Allerdings gilt dies natürlich auch für all die anderen Unternehmen der Peer-Group, wie z.B. i2, Ariba, Intershop, Commerce One, Art Technology u.a..
Um neben den zugegeben hohen Risiken aber auch das enorme Wachstumspotential von BroadVision und seinen Konkurrenten besser einschätzen zu können, sollte man einen Blick auf die Wachstumsprognosen des gesamten E-Commerce Marktes für die kommenden Jahre werfen. Zwar sind dadurch keine direkten Rückschlüsse auf den zukünftigen Geschäftserfolg von BroadVision möglich, aber im Zusammenhang mit dem wirklich bemerkenswerten Kundenstamm, der flächendeckenden globalen Präsenz und unter Beibehaltung der bislang erfolgreichen und sehr zielgerichteten Kooperationsstrategie, sollte BVSN seine starke Position auch weiterhin behaupten bzw. weiter ausbauen können.

Die nachfolgenden Marktprognosen der IDC sollte man deshalb einmal mit den zahlreichen Pressemitteilungen von BroadVision in Verbindung bringen. Diese Info-Kombination ermöglicht somit eine bessere Einschätzung der strategisch-unternehmerischen Aktivitäten des Unternehmens, die meiner Meinung nach konsequent auf die Wachstumsmärkte der Zukunft ausgerichtet sind. Als Beispiel wäre hier die Japan Allianz für den Mobile Commerce zu nennen.

- TEIL 1 -

PROGNOSTIZIERTE MARKTENTWICKLUNGEN IM E-COMMERCE BEREICH
Nachzulesen auf den Webseiten der IDC: http://www.idc.com

WORLDWIDE INTERNET COMMERCE

Build and Buy Markets for Analytic Software Solutions to Exceed $16 Billion by 2003, Led by CRM
February 7, 2000 - The build market for analytic solutions will continue to be significantly larger than the buy market, at least through 2003. IDC estimates the worldwide build market (data warehousing software tools) will grow to $11.2 billion by 2003 while the buy market (analytic applications software) will be less than half that at almost $5.2 billion. In both markets, however, the big story will be customer relationship management (CRM) applications. In the buy market, the fastest-growing analytic applications sector is CRM. In the build market, the fastest-growing sector is data warehouse access tools, with an increasing percentage deployed to analyze customer information. Overall, in 1999, CRM accounted for 32% of the combined build and buy market`s revenues. That share will grow to 40% by 2003, when it will be the largest part of the market.
"The tremendous growth in total customer relationship management application software is a sure sign of the future growth of the CRM analytic segment," said Henry Morris, vice president of IDC`s Data Warehousing and Information Access research. "There is a greater understanding in the marketplace of the need for back-end analytics to drive one-to-one customer relationships and the accompanying personalization."

Customer Relationship Management Offers Internet Service Firms a New Opportunity
May 9, 2000 - Customer relationship management (CRM) represents a new opportunity for Internet service firms. According to IDC, the CRM service market represents a complementary extension of an Internet service firm`s core services.
"Leveraging the similarities in the need for consulting, implementation, and operation services in the Internet service and CRM markets, Internet service firms are developing strategic initiatives to offer their clients CRM solutions," said Pooneh Fooladi, research analyst with IDC`s Internet Services program. "By doing this, they are selecting an effective way to leverage existing expertise to differentiate themselves within a competitive market."
According to IDC, many emerging Internet service firms have already developed CRM solutions, including Aris, Emerald Solutions, Proxicom, Stonebridge Technologies, and US Interactive. IDC believes there are many reasons these firms are now offering CRM services.
"One of the main reasons Internet service firms are developing CRM services is because their clients are demanding it," said Katrina Menzigian, program manager for IDC`s Customer Relationship Management research. "Clients are turning to the same service firm that deployed their initial Internet capabilities for help in developing CRM capabilities."
Additionally, as the Internet services market matures, firms are looking to increase the value of their Web site deployments with business solution relevance. CRM allows them to do this while leveraging existing expertise. "An increasing portion of CRM projects contain an Internet component," Menzigian said. "Many Internet service providers already have CRM expertise within their current employee base." Not only do Internet service firms get to leverage their existing in-house skills, many times they can also rely on alliances and partnerships they already have in place.
"To be competitive in the CRM market, Internet service firms will need to not only deploy emerging technologies, but also understand client issues and work with them toward optimal solutions," Fooladi said. "But Internet service firms that do provide CRM services are aligning themselves with a future market opportunity."

IDC Expects Internet Commerce to Exceed $1.6 Trillion Worldwide by 2003
The International Market Will Account for the Majority of Spending Over the Internet by 2001
June 5, 2000 - Growth of Internet commerce is accelerating and shows no signs of letting up. By the end of this year, 29% of people who go online will purchase a good or service, and that percentage will swell to 38% by 2003. Not only is the number of Web purchasers growing, so is the size of the average transaction. According to IDC, all this growth will translate into an incredulous $1.6 trillion being spent on Internet commerce in 2003.
"This increased likelihood to buy will be driven by greater availability of products, improved buyer confidence in security, and enhanced local language sites for international buyers," said David Emberley, a research analyst with IDC`s Internet Commerce Market Model.
Web spending by international buyers will be particularly strong.
"The U.S. currently dominates ecommerce, but this will be the last year it accounts for the majority of Web spending as the number of international buyers increases and international business-to-business Web transactions become more commonplace," Emberley said.
According to IDC, the U.S. share of Internet commerce will plunge from 62% in 1999 to 48% in 2001.

Commerce Applications License Revenues to Reach $23 Billion by 2004
Vendors Shift Business Models to Exploit eMarketplace, Wireless Boom
June 19, 2000 - Growth in the ecommerce software applications market shows no signs of letting up. IDC forecasts worldwide revenues will explode from $1.8 billion in 1999 to $23 billion by 2004. While growth of revenues will remain constant, vendors will need to change their business models to take advantage of new opportunities.
"eCommerce software vendors can no longer count on application licenses as a dependable revenue stream," said Albert Pang, research manager for IDC`s eCommerce Software program. "Increasingly, they have to accept the fact that their long-term success will depend on additional revenue sources, such as transaction charges, subscription fees, shared revenue with partners and affiliates, and advertising as well as other creative ways of generating new and recurring product revenue.
"These additional revenue streams will become much more evident as ecommerce software vendors get involved in building emarketplaces and Web-based trading communities," Pang added.
IDC expects product licenses` share of ecommerce software applications revenues to plummet from 90% in 1999 to 32% in 2004. During that same time, transaction fees` share will skyrocket from 4% to 29%. Transaction fees reported as product revenues will be generated from functions such as automatic matching of buyers and sellers via personalization, order execution, tracking, routing, and payment reconciliation. Another change that occurred in 1999 was the market`s front-running vendor. Broadvision captured the market`s top spot with $81 million in revenues and a 4.5% share. Oracle was a close second with $80 million in revenues and a 4.4% share. Last year`s top player, Sun/Netscape Alliance, slipped to ninth place. According to IDC, 1999 marked the last time ecommerce business-to-commerce software applications would generate more revenues than business-to-consumer applications. In particular, the current boom in the creation of emarketplaces and Web-based trading communities is expected to be the driving engine behind many ecommerce software vendors, especially those that offer business-to-business content management and dynamic trading applications.
"Starting this year, the sale of ecommerce applications will skew toward the business-to-business environment for several reasons. Business-to-consumer ecommerce sites have become saturated in North America, software vendors want to diversify, and business customers will demand the attention," Pang said. "Nevertheless, it`s too early to write off business-to-consumer offerings completely. The market will regain momentum after 2001 when people in regions like Asia/Pacific and Eastern Europe become more willing to use the Internet to buy consumer goods and services."
Another change that IDC thinks ecommerce software vendors should prepare for is an onslaught of wireless customers. "Without question, ecommerce will be extended to mobile devices and to power users that are switching from desktop to wireless to access the same amount of information anytime, anywhere," Pang said. "The result could be a wireless stampede that could change the look and feel of many ecommerce sites to meet the small-screen and rapid-content-display requirements of these users.
"Any ecommerce software vendor that fails to take advantage of the wireless phenomenon could find themselves hapless."

CRM Solutions Give a Boost to Data Warehousing Software and Services
July 24, 2000 - Customer relationship management (CRM) solutions are increasingly being viewed in the context of a closed-loop CRM system. Data warehousing is a major component of these systems, and according to IDC, the market for CRM-centric data warehousing software and services is on the brink of explosive growth.
"Customer relationship management solutions go beyond automating customer interaction processes to automating the data warehousing supported processes of customer data integration, customer data analysis, and customer interaction personalization," said Dan Vesset, senior analyst for IDC`s Data Warehousing and Information Access research program. "CRM-centric data warehousing is an integral part of the overall IT solution for the closed-loop CRM system."

There are four business process steps involved in creating a closed-loop CRM system:

1.Customer interaction
2.Customer data integration
3.Customer data analysis
4.Customer interaction personalization

The last three steps all involve data warehousing.

IDC forecasts worldwide revenues generated from CRM data warehousing software and services will explode from under $4.2 billion in 1999 to over $20 billion by 2004. While software currently accounts for approximately 52% of this value, the tide will shift in services favor. By 2004, IDC expects services will generate almost 55% of the market`s revenues.
"The CRM-centric data warehousing model, while very beneficial to companies that use it, will present a number of challenges. First, there is no single software vendor that can support the four steps of the system. Next, business processes throughout the organizations that are implementing these systems will have to change. For example, organizational behaviors will have to be modified, the integrity of the data will have to be validated, and separate systems will have to be integrated," said Katrina Menzigian, program manager for IDC`s Customer Relationship Management and Call Center Services research.
"Companies that deliver CRM services are well suited to help organizations overcome these challenges and will have plenty of opportunities to do so."
Specifically, IDC believes service firms will have opportunities to integrate external customer data sources, manage and maintain customer data warehouses, evaluate and select technology, reevaluate and reengineer business process, and train end users.

Despite Challenges, mCommerce Will Generate a Tidal Wave of Activity
July 31, 2000 - Once the ice is broken, the mobile commerce (mcommerce) market will be flooded with activity. According to IDC, what began in late 1999 with stock trades and book sales will metamorphose into a multi-billion-dollar opportunity by 2004.
"One of the most logical extensions of wireless Internet access is shopping," said Callie Nelsen, senior analyst with IDC`s Wireless and Mobile Communications research. "Online shopping is gaining popularity on the wired Internet, and despite security issues and concerns from wireless end users, ecommerce over the wireless Internet will also explode."
Explode indeed. IDC estimates the number of mcommerce subscribers will skyrocket from fewer than a thousand in 1999 to more than 29 million in 2004. Meanwhile, the value of their transactions will go from being too small to count to close to $21 billion during the same time frame.
Before this explosion can occur, however, mcommerce will have to overcome some hurdles. IDC believes the biggest challenge the market faces is security.
"End users will have to gain more confidence in the network`s security before mcommerce can really catch on," Nelsen said. "Security actually involves two main issues. The first is confidentiality. End users will need to know that only they and the company have access to the information being exchanged. The second issue is authentication; the ecommerce companies need to be sure the end users they are conducting business with are actually who they claim to be and vice versa."
Wireless vendors can help break some of the barriers to the market`s growth by making the wireless buying experience fast and easy. They should also explore payment options that don`t involve users sending their credit card numbers over a wireless device. eWallets are a good alternative.

On Your Mark, Get Set, Go: IDC Says the Race to Provide eMarketplace Services Has Begun
August 8, 2000 - What began as a slow crawl to enter the emarketplace services industry in 1999 has turned into a flat-out sprint this year. According to IDC, service providers from all walks of life including systems integrators, management consultants, Internet service firms, and pure-play emarketplace services firms are racing to the finish line to be among the first to provide these services.
"The increased speed of movement on the part of service firms is directly related to the amount of opportunity within the emarketplace services industry," said Dr. Leo Lipis, senior analyst for IDC`s eMarketplace Services research program. "The development, deployment, and management of emarketplaces represent a fast-growing opportunity, and all types of services providers are expanding and aligning their offerings to be better positioned to meet the needs of emarketplace clients."
According to IDC, the consulting and implementation provided to deploy the emarketplace represent only a small piece of an enormous opportunity. "Not only does an emarketplace need to be integrated with numerous participants, but those participants need to have the front-end emarketplace integrated with their own back-end systems," Lipis said. "For the service firm, this represents an opportunity to derive ongoing revenue from one initial contract."
Types of services needed by emarketplace clients include support services, business strategy, marketing and branding, user interface design, research, and development, application development and integration, network development and integration, and site operations and management.
As in the Internet services market as a whole, emarketplace service firms are working hard to meet the needs of startups. Some are accepting equity as a payment, and others are providing incubator services.
According to IDC, the service providers who win the race and are among the first to build and operate emarketplaces will be adorned with lucrative awards.
"Being an early leader in building and operating emarketplaces will provide competitive advantage in acquiring subsequent business. When we spoke with vendors, they said experience was one of their top three criteria when choosing an external service provider to help develop their emarketplace," said Pooneh Fooladi, an analyst with IDC`s eMarketplace Services research program. "The service firms that build and operate the emarketplaces will have the advantage in providing integration services to them and their participants."

Purchases of Web-Related Technology Are Now a Business Imperative
Web Spending Will Be Highest on IT Services
August 14, 2000 - During the past year, U.S. businesses have significantly changed their Web-spending patterns. Gone are the days of Web spending to build an Internet presence, and in their place is spending to integrate the Internet into internal and external business processes. In other words, purchases of Web-related technology are now a business imperative, according to IDC.
"Today, corporate Internet spending is an investment that directly impacts the strategic direction of organizations," said Anna Giraldo Kerr, research manager for IDC`s Internet and eCommerce Strategies program. "The strategic impact remains, but it has shifted from reducing costs to the transformation of business models."
While the reason for Web spending is evolving, the amounts expended for IT hardware, software, and services will remain high. IDC expects Web spending on IT products and services to more than double from $119.1 billion in 2000 to $282.5 billion in 2003.
This year, for the first time, U.S. businesses will spend more on Web-related IT services than hardware, and the services category will represent the largest opportunity throughout IDC`s forecast. Nevertheless, the importance of hardware should not be underestimated.
"Hardware vendors play a critical role in the ebusiness supply chain. Their products enable the interface and access of Web technologies," Kerr said. "Although it may appear that Internet-related hardware is at the bottom of the food chain, without it there would be no Internet activity."
Internet access and Web hosting will contribute to growth in the services space.
Spending on software will grow faster than any other type of Web IT spending. Web software-related spending will increase at a compound annual growth rate of 43% from 1999 to 2003, compared with a CAGR of 35% for the overall market. Despite the high growth, software will remain the smallest part of the market.

The Worldwide Customer Relationship Management Applications Market Will Exceed $12 Billion in 2004 - The Market Jumps 71% in 1999
August 17, 2000 -- Global business upheaval caused by the Internet is driving companies to reassess their business strategies and secure customer relationships. IDC estimates this renewed focus on winning and retaining customers contributed to an astounding 71% increase of worldwide customer relationship management (CRM) revenues in 1999, creating a $3.3 billion opportunity. While growth will slow, it will remain solid at a compound annual growth rate of almost 30% through 2004, bringing the market to $12.1 billion.
"In an era in which the competition is one mouse click away, the need to solidify and deepen relationships with valuable customers has never been more important," said Mary Wardley, director of IDC`s Customer Relationship Management Applications research. "This need is creating enormous opportunities in the market for customer relationship management applications."
IDC divides CRM applications into three segments: sales automation software, marketing automation software, and customer support and call center software. In 1999, the sales automation segment was the largest, just edging out customer support and call center applications. However, this year, the customer support and call center segment will become the largest part of the market. Through 2004, marketing automation applications will be the fastest-growing segment of the market.
"It`s no exaggeration to say Internet technology is having a profound impact on marketing - perhaps more so than on other CRM segments. In this new e-environment, marketing is taking on a new and highly strategic importance and becoming much more closely aligned with sales and customer service," Wardley said. "Marketing automation applications are redefining, if not reinventing, the possibilities of understanding and interacting with customers."
North America represents the largest opportunity for CRM vendors. In 1999, it accounted for more than 70% of the market`s revenues. However, revenues in North America will grow slower than revenues anywhere else, and by 2004, the region`s share will have declined to 64%. The CRM market in Western Europe will grow faster than any other region. Revenues there will increase at a compound annual growth rate of 36%, compared to the overall market`s 30% rate.
Overall, the CRM market is very fragmented, and competition is vigorous and dynamic. No supplier beyond the top five had more than 2% market share.

Software Support and Integration Becomes Increasingly Strategic
Worldwide Revenues Will Approach $71 Billion in 2004
August 23, 2000 - Software support and integration is changing from a necessary evil to a strategic initiative in vendors` eyes. According to IDC, vendors are now looking to software support and integration services as a way to get closer to their customers and as a revenue generator.
"As margins in both the hardware and software markets shrink and product differentiation diminishes at an increasing rate, vendors are looking to their service offerings to provide greater margins as well as a basis of differentiation," said Ana Volpi, senior analyst for IDC`s Software Support and Integration Services research. "As a result, the services provided around software, specifically integration and support services, have taken on a more strategic role than in the past."
As the nature of software support and integration shifts, the market`s worldwide revenues will ride a growth wave that will bring them from $35.2 billion in 1999 to almost $71 billion in 2004. "This growth reflects vendors` realization that support is a vital ingredient in establishing deeper and stronger customer loyalty," Volpi said.
The United States represents the largest opportunity for software support and integration services. In 1999, it accounted for 51% of worldwide revenues with $18 billion. Its share will remain at 51% through 2004 when revenues exceed $36 billion.
In terms of service activities, predictive/preventive maintenance is growing the fastest, with a 1999-2004 compound annual growth rate of 33%, compared with a CAGR of 15% for the overall market. Electronic support, remote diagnostics, and software update management are also growing quickly, with CAGRs of 32%, 27%, and 15%, respectively.
"These fast-growing services reflect the importance of support technologies that enable a proactive, self-service support model and highlight the movement in the support industry to transform the support organization from a reactive cost center to a valuable, important, and revenue-generating business model," Volpi said.

Businesses Are Turning to Wireless Devices for Enhanced CRM
September 11, 2000 - Businesses are beginning to take advantage of the increasing popularity of wireless devices to improve customer relationship management (CRM). According to IDC, as CRM becomes a more integral component of the modern enterprise business strategy, many companies are turning to wireless devices as a means of delivering market-differentiating customer service.
"Corporatewide CRM will undoubtedly be enhanced by accessing enterprise data and services through wireless devices," said Brian Bingham, senior analyst for IDC`s eCustomer Care Services research program. "The exact benefit to the business and customer will be determined by the nature of the product and/or service being offered, but regardless of the benefit scale, the value-add to a CRM program is the extension of the customer knowledge base into a remote location."
IDC believes some industries are better positioned to improve their CRM by using wireless devices than others. These industries include utilities, financial services, healthcare services, manufacturing, and retail.
"With wireless CRM applications, businesses will be able to be more proactive. Field service representatives will be able to make decisions based on real-time data, and the time spent on each transaction will be reduced as members of the sales force have instant reads on parts, inventory, schedules, order status, and other relevant information," Bingham said.
However, before CRM applications on wireless devices can really take off, a few challenges will have to be overcome. First, there is no standardization in wireless infrastructure or protocol, and the differences can cause gateways to shut down or crash. Also, the lack of a clear value-added business use and the need for education could slow the impact of wireless CRM.

eBusiness and Elevated Customer Expectations Will Spark Growth of the CRM Services Market
September 12, 2000 - The customer relationship management (CRM) services markets is one of the hottest in the IT industry. Worldwide revenues in this market will increase at a compound annual growth rate (CAGR) of 29% from $34.4 billion in 1999 to $125.2 billion in 2004. According to IDC, this growth rate is more than twice as fast as the expected increase in the overall IT services market. IDC believes customers` elevated expectations and the impact of ebusiness are major factors in the growth of CRM services.
"Without a doubt, the growth of ebusiness is the most important factor impacting the CRM services market," said Katrina Menzigian, program manager for IDC`s eCustomer Care Services research program. "eBusiness has not only changed how companies conduct business, but also how they interact with and relate to their customers. In addition to creating new communication channels and alternative interaction options for consumers, ebusiness has changed the rules and expectations surrounding customer service, fundamentally altering the consumer experience."
With customers` expecting a higher degree of service, those companies that can provide it have the competitive advantage.
"As one credit card or airline increasingly resembles another, consumers will ultimately spend their money with the vendor that provides them with a satisfying consumer experience. Accordingly, customer service is elevated to the role of a critical market differentiator in both the online and offline worlds," Menzigian said.
Within the CRM services market, outsourcing/operations management is currently the most frequent activity. According to IDC, this segment generated 67% of the market`s revenues in 1999. It will continue to be the most popular activity throughout IDC`s forecast. Its share, however, will decrease to 60% in 2004. At the same time, CRM implementation services will increase its share from 19% to 25%.
"As more midsize firms begin investing in CRM solutions, they will choose to implement these solutions in their own environments instead of outsourcing them," Menzigian said. "Two factors will contribute to this trend: the introduction of CRM consulting and implementation services targeting midmarket firms and the continued focus on large companies by the outsourcing industry."

[Bloodie]

Wenn ich gut in Englisch wäre, könnte es mir helfen!

;-)

[DaakMaak]

- TEIL 2 -

Worldwide Middleware and Businessware Software Revenues Will Approach $10 Billion in 2004
Businessware Management Systems Will Lead the Market`s Growth
September 13, 2000 - IDC is forecasting a 255% jump in worldwide middleware and business software revenues, which will carry the market from $2.7 billion in 1999 to almost $9.7 billion in 2004. According to the market intelligence firm, middleware and businessware software is tremendously benefiting from the emergence of emarketplaces.
"As emarketplaces and exchanges grow in complexity, so does the demand for flexible infrastructure solutions capable of meeting these needs," said Sally Cusack, manager for IDC`s Middleware and Businessware research program. "As emarkets evolve, the demand for middleware infrastructure to provide several levels of functionality increases. This demand includes solutions for messaging, transactions, rule engines, and software systems as well as data access and transformation."
IDC believes the biggest opportunity in the market rests with businessware management systems. In 1999, this segment was the largest part of the overall market with $673 million in revenues. In addition to being the largest segment, this market will grow faster than any other. Its revenues will increase at a compound annual growth rate (CAGR) of 51% from 1999 to 2004. In comparison, the overall market will increase at a CAGR of approximately 29%.
U.S. vendors are benefiting the most from the overall middleware and businessware software market. In 1999, they captured almost 75% of worldwide revenues. North America produced almost 50% of the market`s revenues.
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US INTERNET COMMERCE

U.S. eCommerce Market Has Plenty of Room to Grow
IDC Study Outlines the Differences Between Online Buyers and Nonbuyers
May 1, 2000 - Companies looking to increase their revenues from U.S. ecommerce should target individuals who are currently not buying on the Web. This is one of several key findings in a recent IDC report titled Online Nation: A Survey of U.S. Web Buyers and Nonbuyers. According to IDC, nonbuyers represent a much larger percent of the U.S. population than online buyers.
"The greatest segment of growth for ecommerce companies will be the current cadre of nonbuyers, which means a detailed understanding of this segment is necessary," said Jim Williamson, a senior analyst with IDC`s Consumer eCommerce research program. "This segment will likely behave quite differently from today`s current online buyers."
While understanding non-online buyers may be the way to future success, understanding current online users is also essential. "Insight into the buying behavior of current Web purchasers is critical to driving short-term revenue growth and to anticipating a new wave of future buyers," Williamson said.
According to IDC, Web performance and design are currently the largest obstacles to online purchases. Additionally, users who abandoned an online purchase midstream said the reason they did not complete the purchase was because their online session was interrupted. "Optimizing site performance and decreasing the number of pages in the checkout process are critical to the success of an ecommerce site," Williamson said.
IDC had some good news for ecommerce vendors about people who are not current Internet users. "As current nonusers join the Web, they likely will become buyers more quickly than previous users due to the heightened awareness of the Internet as a sales channel," Williamson said.
IDC surveyed almost 3,000 Web users to ascertain the difference between online purchasers and nonpurchasers.

Online Sales Will Account for Almost 40% of U.S. Consumer PC Shipments in 2004, According to IDC
Channel Partners and Click-and-Mortar Strategies Will Be Essential to Vendors` Success
June 28, 2000 - The number of PCs U.S. consumers purchase online will increase rapidly over the next five years. According to IDC, in 1999, just 8% of all PCs sold to U.S. consumers - or fewer than 1.4 million - were sold via the Internet. In 2004, close to 40% of all consumer PC sales in the United States, or almost 9.3 million PCs, will be made online.
"Given the current penetration of PCs in the home and the rapid rise in the percentage of homes accessing the Internet, a greater number of customers will utilize the Web as a commerce tool when shopping for a new PC," said Keith Waryas, research manager for IDC`s Consumer eCommerce: Computing program. IDC estimates 50% of U.S. homes owned at least one PC in 1999, and almost 36% have Internet access.
According to IDC, targeted marketing efforts, convenience, growing comfort with ecommerce, and price will all help to drive consumer PC sales over the Internet. "The ability to search hundreds of merchants to find the best price of new PCs will be a major advantage for Internet sales and should encourage Internet users to buy their next PC online," Waryas said.
While the opportunity to sell PCs online to U.S. consumers is huge, vendors will need help from the channel to capitalize on this opportunity and will not be able to rely strictly on direct sales.
"Internet channel partners will be the primary route for consumer Internet purchases," Waryas said. "By focusing on retail these companies will be much better suited than manufacturers to handle one-off sales and shipping. In addition, etailers have the ability to easily and economically sell consumers complete computer systems, which can create a larger absolute profit than computer-only sales."
Online computer sellers who think they can compete on price alone against traditional brick-and-mortar retailers will be in for a rude awakening. Traditional retailers offer consumers nondollar value, which will keep them competitive for years to come. This value includes increased confidence in their purchase and easily accessible service.
"Ultimately, the amount of total retail that moves online will be determined by how much brick-and-mortar service can be brought to customers electronically," Waryas said. "As a result, during the next few years, etailers will transition their current two-dimensional process - price and specs - to a more interactive buying experience. Expect to see things like click-through surveys that access the customers` computing needs and then recommend a system."
According to IDC, the most successful computer sellers will be those that offer a combination of online and brick-and-mortar sales. "If thoroughly integrated, click and mortar will be a very successful combination in the consumer PC ecommerce sector," Waryas predicted.

No Other Country Can Keep Pace with U.S. eCommerce Spending
IDC Releases Worldwide Internet Commerce Spending Market Map
September 12, 2000 - When it comes to ecommerce, the United States is far outspending any other country in the world. According to IDC`s Worldwide Internet Commerce Spending Market Map, the United States spent $80.5 billion on ecommerce during the calendar year ending December 31, 1999.
Japan was a distant second at $13.5 billion, and no other country comes close to spending $10 billion.
"The United States is spending almost six times as much as the next biggest ecommerce spender - Japan," said Lloyd Cohen, Director of Worldwide Market Analysis for IDC`s Commercial Systems and Server research. "Part of the reason for the large discrepancy can be attributed to the fact that the United States has the most advanced IT structure in the world."
In 1999, the United States spent close to $385 billion on IT, accounting for more than 46% of worldwide IT spending. Japan is second in overall IT spending, with close to $90 billion.
IDC`s map also shows that at 43.8 million, more PCs shipped to the United States than any other country in 1999. In comparison, 4.8 million PCs were shipped to China, the most populous country in the world, and 10.6 million shipped in Japan.

B2C Sites Scramble to Add Customer-Oriented Features Before the Holiday Buying Rush
September 15, 2000 - With Labor Day, the unofficial end of summer, not even two weeks behind us, business-to-consumer (B2C) Web sites are already vigorously working to add new customer-oriented features to their sites in time for the holiday buying season. IDC recently surveyed more than 100 B2C respondents on what features their sites have and which features they plan to add. According to the market intelligence firm, customer-touching features are a priority for the holiday rush.
"If the results of our survey are any indication, B2C sites are busily preparing to add customer-oriented features in an effort to win loyalty and avoid another round of negative publicity from unhappy customers," said Molly Upton, editor of eBusiness Trends, a weekly online newsletter published by IDC.
IDC`s Internet Executive ePanel results revealed the percentage of B2C sites that offer interactive customer service will increase a spectacular 110% from 20% in the spring of 2000 to 41% by spring 2001. Special content/services for registered visitors will skyrocket even further. Less than 23% of B2C sites offer this capability in spring 2000, but almost 48% are planning to add it within months.
Online order tracking is another feature B2C sites are busy developing. The percentage of sites with this capability is expected to almost double from less than 22% to almost 40%.
"Undoubtedly, companies are rushing to add this capability so that they can avoid the fiasco of 1999, when many customers weren`t made aware of late shipments," Upton said.
The above information comes from IDC`s free online newsletter, eBusiness Trends. This weekly newsletter offers insight on the latest trends impacting B2B and B2C commerce and helps ensure subscribers are using the Internet to their company`s maximum advantage. eBusiness Trends draws on extensive IDC research from a global and cross-industry viewpoint. IDC also publishes two other online newsletters, IT Forecaster and ASP Advisor. To register for your free subscriptions, visit http://www.idc.com/newsletters.
-----------------------------------------------------------------------------------------------------------------

EUROPEAN INTERNET COMMERCE

E is for Europe - The World`s Biggest Economy Goes Hi-Tech
April 18, 2000 - Technology investment in Western Europe will increase 10% this year and 11% in 2001 as European business begins to march ahead of its global competitors in many crucial technology areas, according to new research from IDC.
"This is a terrific time to be doing business in Europe," said Stephen Minton, EMEA research manager at IDC. "As we move into the age of the global market, European companies are proving they are not ready to be left behind by their North American and Asian rivals."
Driven by the rise of the Internet and ebusiness, European companies have debunked the theory that the after-effects of year 2000 would delay or inhibit IT spending this year. With IT services growing 13% and the software market expanding 14%, year 2000 actually represents boom time for IT vendors in Europe. Even the server market, hardest hit by Y2K effects during the last quarter of 1999, will recover to healthy growth of 8% this year, rising to 9% in 2001.
IDC`s European Black Book shows strong growth across the region throughout a forecast period that extends to 2003. The United Kingdom remains one of the most dynamic IT markets in the world, growing 11% this year. "By 2003, the United Kingdom will catch up with Germany in terms of technology investment," Minton said. "There are a lot of doom-mongers in the UK who like to talk about lagging behind in technology investment, but this is clearly not the case."
Another rapidly growing technology market in Europe is France, which has undergone a remarkable transformation over the last year. France was a slow-starter in the new ebusiness world, and 12 months ago appeared to be falling behind. The Black Book forecasts, however, now show technology investment in France growing 11% this year and 12% next year, driven by a major recovery in the IT services market, now growing by 14% each year. "The French market has taken a lot of people by surprise," Minton said. "One year ago, most economic observers were happily explaining the reasons for the slow performance of the French economy, in which technology investment plays a hugely important role. Now, despite ongoing issues of bureaucracy and labor laws, France has emerged as one of the fastest-growing technology markets in Europe, and a rapidly growing economy."
Scandinavia is another hot area for technology investment within Europe, particularly in new, emerging technologies. The IDC/World Times Information Society Index recently ranked Sweden as number one for the first time, ahead of the United States. This is confirmed in the Black Book forecasts, with IT spending in Sweden growing 10% this year and 11% next year. Strong growth this year is also expected in Spain (12%), Greece (11%), Ireland (14%), Italy (11%), and Portugal (11%).
"Software and services continue to lead the way," Minton said. "The move toward a service-driven market is now inevitable and unstoppable. There`s still a lot of money to be made in hardware, but increasingly we`re going to see hardware shrink into a smaller part of the market for total solutions.
The message is simple - get into Europe, and get into services."

European CRM Services Market to Hit the $34 Billion Mark by 2004
Winning Relationships Is the Key Message
June 15, 2000 - Customer relationship management (CRM) services activities, consisting of consulting, implementation, operations management, training, and support, represented a $9.4 billion market in Europe in 1999. The market will reach $34 billion by 2004, approximately 29% of the total worldwide CRM services market. The United Kingdom was the largest market for CRM services in Europe, but IDC expects that by 2004, Germany and France will be neck and neck with the United Kingdom.
These three countries represented 63% of the European CRM services market in 1999, and IDC expects these regions to remain stable till 2004.
"The attention to detail on the customer and management is becoming increasingly blurred; the real focus is on relationships and how to maximize value and maintain loyalty," said Rasika Pradhan, senior analyst for IDC`s European CRM Services research. "This is one of the reasons CRM training is predicted to experience strong growth. Many CRM initiatives fail due to lack of adequate training. Too much emphasis has been put on training on the tools and technology, rather than on how to use these tools to reach, build, and retain relationships with the community at large - whether it be building relationships with customers, partners, suppliers, or colleagues," Pradhan added.
Today, more than ever before, customers have an enormous variety of products and services they can choose from while additionally having a choice of channels to actively interact with the company. "While the fastest-growing preferred channel in the Western European business and consumer communities is the Internet, traditional channels such as phone, fax, mail, and face-to-face contact require serious attention," Pradhan said. The competitive landscape has significantly changed due to the introduction of newer channels such as the Internet and mobile commerce.

IDC`s CRM Services Predictions: Pick of the bunch

While the Internet plays a large role in the way the CRM market is expected to evolve, it is only part of the equation. The future directions for CRM will be heavily guarded by developments in the new economy as a whole. IDC has made predictions that could have an impact on the development of the CRM services market in the future.
Balancing the technology and human factor in CRM becomes critical: Human interaction will be increasingly focused on providing high-level, value-added services, leading to the creation of increasingly personalized and best-of-breed specialists in niche areas. As services become more productized, IT vendors will have to make sure they have the right balance between online services and human interaction. After all, the human factor is expensive, and if this can be channeled more effectively, the cost will be reduced. Already new technology in contact center allows for customers to have the choice of self-service or agent contact.
B2B digital trade exchanges strengthens collaborative relationships: A new development in the marketplace is the recent launch of trade exchange initiatives. These collaborative partnerships are new Web-based business-to-business exchanges that are designed to enable trading between members of the group. This Web-based marketplace is designed to facilitate and simplify trading for retailers by optimizing resources, streamlining processes, and improving the overall efficiency leading to building long-term customer loyalty. By leveraging collaborative relationships, companies can strengthen their bonds with customers. They can use demand-side information to optimize supply chains.

Colleague relationship management - the next wave:
Crucial to meeting the demand for CRM service spending is the ability to staff CRM projects with personnel with varying skills. Companies will need to look beyond compensation packages for retaining employees. They will need to move toward benefits such as working with state-of-the art technology, working on challenging projects, and on those with a great deal of variety, flexibility in work schedules, career development opportunities, ongoing training, and a sense of company ownership. While larger organizations can capitalize on their names and prestige when recruiting, smaller CRM service vendors can provide benefits, such as stock options, equity in the firm, and flexibility in work schedules. This is critical to being successful in terms of attracting qualified employees who will remain with the company and take it forward.

Forget B2C, B2B Is the Real Driver of eCommerce in Europe
July 31, 2000 - According to recent research from IDC, business-to-business (B2B) ecommerce is proving to be the real driver of ecommerce in Europe. All forecasts have indicated that business-to-business will become much larger in terms of online revenue, but for a long time, the main focus has been on business-to-consumer (B2C) ecommerce. Last year, three quarters of all Western European Internet commerce revenue came from B2B; however, this will increase to 87% by 2003, representing over 400 billion euros.
"Of the variety of types of B2B business models - EDI, extranets, eprocurement, emarketplaces, etailers - extranets currently carry the bulk of ecommerce today," said Mikael Arnbjerg, program manager of IDC`s European Internet and eCommerce Strategies service. "However, emarketplaces, the headline grabbing dot.coms of B2B, will eventually take the lead position as a number of them manage to establish themselves as de facto marketplaces in specific industries." Despite the distinction between the various types of business models, it is important that sellers do not think purely in terms of one type of ecommerce. "In the future, it will be crucial that vendors are able to sell through many of these channels, a practice that IDC believes will become commonplace with time," Arnbjerg added.

Key B2B eCommerce Challenges

Based upon the input obtained from speaking to early adopters of B2B ecommerce, IDC has identified the following main challenges facing companies in the move to ecommerce:

- Technology - Companies from outside of the ICT spectrum reported difficulties in getting things to work, for example, integrating back-end systems with the Web storefront.

- Human resources - Once again, the skills shortage affects the companies in their shift toward ecommerce. eMarketplaces also need to employ people that possess insights into the industry they intend to target.

- Organization - Implementing ecommerce strategies necessitates organizational change. All departments that are likely to be affected by this change must be involved in the implementation that should be backed up by the support of the management.

- Relationship - A company that implements ecommerce will find that its relations with the outside world will change as a result. The design of the ecommerce solution, therefore, should take into account the requirements of partners.

The First Generation: Business-to-Business Internet Commerce in Europe (IDC #WI01G) presents a number of business models (extranets, eprocurement, emarketplaces) that have come to represent how organizations conduct transactions via the Internet. In addition, this study presents the ecommerce experiences of the following six companies that are among the early adopters of Internet-based ecommerce in Europe: BuildOnline, Cisco, Ericsson GSM Systems, FOL Agriculture, SCA Forest and Timber and Steelscreen. This report is available to purchase from your local IDC office.

The European IT Forum
eEurope: Will Europe Leapfrog the U.S. in eBusiness?

Richard Villars, vice president of IDC`s Internet and eCommerce Strategies program, will be presenting on business-to business eCommerce at IDC`s European IT Forum. This prestigious event, now in its tenth year, takes place at the Grimaldi Forum in Monaco on September 11-13, 2000. For further details, or to register, see http://emea.idc.com/forum/forum2000.

[DaakMaak]

Also, ich hoffe, Ihr habt nun einen guten Überblick über das enorme Potential bekommen, das im E-Commerce-Bereich schlummert und könnt nun die unternehmerischen Aussichten von BVSN und Co. besser einschätzen. Denn wenn es z.B. BroadVision gelingen sollte, seine bereits gute Marktstellung weiter auszubauen, werden die Aktionäre in Zukunft mit Sicherheit auch wieder große Freude an der Aktie haben.

Noch ein letzter Vorschlag:
Vielleicht können wir diesen Thread ja künftig auch als Sammelbecken aller BVSN-Pressemitteilungen verwenden. Somit hätte jeder Leser sofort einen kompletten Überblick über die Unternehmensnachrichten und Marktentwicklungen der einzelnen E-Commerce Bereiche. Zusammenhänge zu erkennen dürfte damit leichter fallen. Dies hätte außerdem den Vorteil, daß in den "antigone"-Threads mehr Raum für Diskussionen zur Verfügung stünde.

Freue mich über Meinungen und Ergänzungen, weitere News und konstruktive Kritik ...

Grüße und gute Nacht,
DM

[antigone]

@ daakmaak
mann, hast du dir eine arbeit gemacht! respekt, respekt, mein lieber.
deine idee, man könnte arbeitsteilig vorgehen, finde ich so schlecht nicht.

gruss antigone

[muebeck]

Hitachi verbreitet E-Commerce in Japan

Hitachi will japanischen Firmen den elektronischen Handel vereinfachen und dabei kräftig verdienen. Das Unternehmen hat ein Softwarepaket entwickelt, das mit dem elektronischen Datenaustauschsystem bolero.net kompatibel ist. Verträge können auf dieser Grundlage papierlos abgeschlossen werden. Der administrative Aufwand der Kunden beim internationalen Handel sinkt, sogar die Zollformalitäten sollen einfacher werden.



Ab November läuft die Versuchsphase, im April2001 wird Hitachi das System verkaufen. In den nächsten vier Jahren soll aus diesem Geschäft ein Umsatz von 20 Mrd. Yen (424 Mio. DM) erwirtschaftet werden. Hitachi will mit rund 30 Prozent der 7.000 japanischen Unternehmen, die wenigstens 100 Mio. Yen im Ausland umsetzen, Systemverträge schließen.

Hitachi steigt in Tokio 1 Prozent auf 1.271 Yen (13,78 Euro). In München (WKN 853 219) gewinnt die Aktie 3,1 Prozent auf 13,50 Euro.


Quelle: Wallstreet Online 16.10.2000 12:47

[leyk]

Moin,

BROADVISION INC. (BVSN)
STRONG BUY
Industry Overview - A Top Pick: We believe that investors should be buying this company now based on third quarter strength going into the seasonally strong December quarter
BroadVision remains the leader in the market for comprehensive business-to-consumer and business-to-business solutions. We remain confident in our 3Q00 EPS forecast of $0.04 on net revenue of $109.3 million. We believe that there is material upside to our revenue forecast which will likely drive upward revisions to our 2001 revenue forecast of $580 million and EPS of $0.25. Our third quarter estimate assumes 266% year-over-year growth. Our 2001 revenue forecast is likely conservative, assuming 48% year-over- year growth. We believe BroadVision is attractive at 12x 2001E sales or 93x EPS, particularly given likely margin expansion as the business model continues to mature.
BroadVision has tremendous leverage from systems integrators including Hewlett Packard, IBM Global Services, PriceWaterhouseCoopers and Andersen Consulting. Recent significant partnerships include i2, which brings significant credibility to enterprise customers, in our opinion. The software is used as much for B2B sites as it is for B2C and BroadVision’s employee facing business is accelerating. BroadVision has more than 1,000 customers including Boeing, Credit Suisse, Motorola, Circuit City, Xerox, and Wal-Mart.

MFG leyk

[muebeck]

BroadVision Powers High Octane B2B Petroleum Marketplace; FuelQuest Uses BroadVision Applications For Premium Online Solution -- 8:24 AM EDT


REDWOOD CITY, Calif., Oct 16, 2000 (BUSINESS WIRE) -- BroadVision(R) Inc.
(Nasdaq: BVSN), a leading provider of personalized e-business applications,
announced that FuelQuest Inc., a leading provider of business-to-business (B2B)
services for the petroleum industry, selected BroadVision to power its Net
marketplace for the fuel and lubricants industry.

The combined BroadVision e-commerce applications and FuelQuest`s Internet-based
automated back office system creates a foundation for a seamless B2B supply
chain for refiners/suppliers, marketers, retailers and commercial end-users.

In order to build a robust, scalable online business solution for suppliers,
marketers, and end-use customers, FuelQuest worked with Andersen Consulting to
integrate BroadVision e-commerce applications with its existing back-office
system. The back-office accounting system connects services including delivery
and logistics, accounting, tax calculation and reporting, forecasting, and
inventory management, to create a streamlined, enterprise-wide supply chain
solution.

FuelQuest Vanguard members currently represent more than 1.8 billion gallons of
fuel and 32 million gallons of lubricant sales. With national distribution
capacity throughout the United States, FuelQuest`s transaction volume is
expected to top $2 billion in the first year.

"We selected BroadVision after an extensive review of available e-commerce
applications," said Kirt Scott, vice president and chief technology officer,
FuelQuest. "BroadVision`s strong one-to-one marketing capabilities and packaged
customer intelligence provides us with a highly advanced B2B application that
also enables us to build solid customer relationships."

The FuelQuest marketplace supports ordering, product delivery, invoicing and
logistics for fuel-related products and services. FuelQuest optimizes
BroadVision to move beyond the typical auction and exchange business model and
allow petroleum marketers to develop stronger one-to-one relationships with
their customers. Customers of FuelQuest-enabled petroleum marketers can place
orders centrally, check the status of orders, and generate individual reports
online.

"We are delighted to help bring efficiency to the fragmented petroleum marketing
industry," said Rani Merritt, executive vice president, worldwide marketing
organization, BroadVision. "FuelQuest provides a complete solution for the
entire petroleum e-commerce value chain by providing a foundation for doing
business online and conducting one-to-one transactions with customers."


About FuelQuest

Headquartered in Houston, FuelQuest is focused on providing the technology
infrastructure, business services and strategic marketing partnerships required
by the petroleum marketing industry to profitably grow in the New Economy. Its
vanguard customers include some the largest independent regional and national
petroleum marketers in the United States. These marketers distribute products
for most of the major petroleum companies including BPAmoco, Chevron, Conoco,
Citgo, Ultramar Diamond Shamrock, Equilon, ExxonMobil, Phillips, Shell,
Sinclair, Texaco, Total, Valvoline, and 76. For more information, visit
www.fuelquest.com.

Quelle: http://quotes.freerealtime.com

===============

Wenn das mal dem Kurs nicht auf die Sprünge hilft?!

[pe1]

ich habe diese wert bei eine kurs von 25 E in Depot und ich kaufe gerne bei profitable firmen aus nasdaq und NEMAX
ich finde auch gut daß Broadvision bis heute keine Gewinnwarnung gegeben hat das läßt auf eine gute oder stabile quartal hoffen mein KZ 50 E ende des jahres!

[antigone]

Tuesday October 17, 8:04 am Eastern Time
Press Release
gesupply.com Plugs Into BroadVision B2B Solutions
GE Supply Deploys Enhanced, Personalized & Fully Integrated B2B Site
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Oct. 17, 2000--BroadVision, Inc. (Nasdaq:BVSN - news), a leading worldwide supplier of personalized e-business applications, today announced that GE Supply, a $2 billion global electrical, voice and data products distribution business of GE (NYSE:GE - news), has launched its new e-business Web site, gesupply.com. BroadVision® One-To-One(TM) applications are powering the full-service site uniting more than 150 physical locations and housing more than 250,000 products from GE and other quality manufacturers. The site is expected to exceed $100 million, and more than double its number of active online customer accounts by enhancing customer productivity and making it easier to do business with GE Supply.

``By driving relevant, personalized content, streamlining product research and enabling time saving transactions, gesupply.com gives customers compelling reasons to visit the site regularly,`` says GE Supply e-Commerce Vice President Robert Barton. ``We can now serve an increasing number of customers online, enabling GE Supply to focus more resources on new business opportunities and increase its top line growth while improving overall profitability.``

With BroadVision enabling scalable e-commerce and the delivery of customized content, GE Supply drives one-to-one marketing through featured products, customer specific pricing, time saving ordering tools, and personalized messages. Since the site`s launch at a recent industry event, gesupply.com has already seen an impressive 2,000 registrations to the site.

BroadVision`s B2B commerce and content management application allows GE Supply to present dramatically different gesupply.com Web sites to different customers, each tailored to specific industry and profile information. With GE Supply Community Managers using BroadVision`s Command Center, the Web site content and featured products are dynamically created and updated, delivering more personalized e-commerce across multiple industries. The site`s highly personalized ``front end`` is seamlessly integrated with GE Supply`s ERP system, Customer Care Center and ``brick and mortar`` branch locations. Major technology partners for this B2B solution include: Sun Solaris, Oracle, IBM MQ Series, Requisite Technology, OnLink, and Clarify. GE Supply offers a full menu of time saving ordering, tracking, and estimating capabilities, combined with personalized service to help customers identify, select and purchase the most efficient and effective solutions for their business needs. BroadVision`s open and robust architecture enables GE Supply to rapidly deploy additional features and functionality based on customer demand, and is also positioned for wireless with XML technology.

``We are delighted GE Supply selected BroadVision to provide the foundation for their new Web site,`` says Rani Merritt, executive vice president, worldwide marketing organization, BroadVision, Inc. ``The true value proposition for existing businesses as they move online is to create a real synergy between the Internet and the brick and mortar world. We are thrilled to be a part of that with GE Supply.``

In the future, GE Supply plans to expand its B2B functionality with the BroadVision Billing application, and leverage BroadVision`s multi-language capabilities to expand their e-business infrastructure to include service to international customers.

About GE Supply

GE Supply is a full-line, international distributor of electrical, voice and datacom equipment and supplies from GE and other leading manufacturers. It serves electrical contractors, industrial and commercial users, engineer constructors, and OEMs. GE Supply supports its customers with service offerings that include the National Sales Center, National Tech Center, Product Specialist Network, 24-hour Internet Ordering and e-Commerce Services, Hub and Spoke Distribution facilities, and 24-hour emergency service. Headquartered in Shelton, Connecticut, the company utilizes 4.5 million square feet of warehouse space and has over 150 branch offices and five distribution Hubs throughout the U.S., Mexico, South America, Ireland, the Middle East, and Southeast Asia. GE Supply can be reached at [phone]; Web site: www.gesupply.com.

About BroadVision ......

gruss antigone

[antigone]

Tuesday October 17, 10:00 am Eastern Time
Press Release
SOURCE: CMP Media Inc.
Executives From BroadVision and Cellmania Will Deliver Keynote Addresses at Mobile Commerce Conference and Expo
NEW YORK, Oct. 17 /PRNewswire/ -- Winning mobile commerce strategies and developments for a thriving e-business life cycle, including B2B, B2C, B2E and their combinations, will be examined from several perspectives during the keynote presentations at the Mobile Commerce Conference and Expo (http://www.mccexpo.com), taking place during the eBusiness Conference and Expo (http://www.ebusinessexpo.com) at the Jacob K. Javits Convention Center in New York, December 12-14. Executives from BroadVision and Cellmania.com are scheduled to present the Keynote Addresses on December 12 and 13 at the event.

Dr. Pehong Chen, founder, president, chairman, and CEO of BroadVision, Inc., will discuss the emergence of new mobile devices and specialized Internet appliances that have the ability to access information on the Web, during his keynote address on Tuesday, December 12. This presentation, entitled ``BroadVision and the Wireless Web: Ready for the Next Revolution,`` will examine the critical role these devices will play in the new Internet as they compete for Web-based data and perhaps effect the most important change in the Web`s character since its inception. Dr. Chen will also review new mobile versions of BroadVision`s applications, mobile portal components, programming tools, wireless application development tools, enhanced multi-dimensional profiling and personalization technologies.

On Wednesday, December 13, Dr. Ronjon Nag, founder and CEO for Cellmania.com, will address ``Localize or Perish,`` and the importance of building wireless Internet and Web applications that are location-centric, whereby location is the key notion through which all content will be presented and promoted to the customer. Dr. Nag will discuss location-centric strategies, and how this concept will be an essential ingredient for creating a compelling, personalized user experience for the wireless Internet.

``With the explosive growth of mobile and wireless applications, and their enormous potential for creating lucrative e-business opportunities, our visionary speakers have chosen topics that will greatly benefit everyone who attends this event,`` said Monica Vila, vice president of business technology events at CMP Media. ``Dr. Chen and Dr. Nag are driving their companies to leading positions in the mobile commerce industry through the use of cutting-edge solutions and applications. Their combined wealth of information will inspire our audience to develop their own successful businesses using mobile and wireless technologies.``

In addition to the keynote addresses, more than 35 mobile commerce practitioners and strategists from a diverse roster of companies are scheduled to speak at the three-day event. The Mobile Commerce Conference at eBusiness Conference and Expo will delve into M-Commerce Trends and Application Design, Wireless Advertising, Security and M-Commerce, and Global M-Commerce Developments.

BroadVision, Inc. (Nasdaq: BVSN, Neur Markt: BDN) a leader in personalized e-business applications, and Cellmania.com, a leading mobile commerce solutions provider, will serve as the Strategic Flagship Co-Sponsors of the event. They will be joined on the exhibit floor with other innovative companies displaying: PDAs and handheld devices, cellular phones, pagers, scanners, and notebooks, all with Internet browsers and e-mail capabilities. Vertical and broad-based mobile technologies will also be showcased, including: e-commerce applications, software and middleware providers, wireless components, speech recognition software, mapping software, users interface designs, network carriers and operating system vendors.

For more information on Mobile Commerce at eBusiness Conference and Expo, contact Amy O`Brien at 212-592-8466 or [e-mail]. Or visit the Web site at http://www.mccexpo.com.

eBusiness Conference and Expo

The eBusiness Conference and Expo (http://www.ebusinessexpo.com) is the only business event to focus on E-technologies and services. Every June in San Jose and December in New York, the event gathers the leading industry experts, implementers, users and solution providers under one roof to share, evaluate and compare ideas and strategies that are driving the E-business revolution. The interactive show floor features a wide range of E-business innovations including personalization tools, CRM, security, supply chain and fulfillment products, end-to-end e-business solutions, and services, and is designed to be conducive for meaningful dialogue and product education. This December, the eBusiness Conference will also feature AngelSociety Forum, the premier event that brings together early-stage capital and service providers with exceptional new ventures in an informative and educational venue. CMP Media Inc.

Mobile Commerce Conference and eBusiness Conference and Expo are part of CMP Media Inc., (http://www.cmpnet.com) a leading high-tech media company providing essential information and marketing services to the entire technology spectrum -- the builders, sellers and users of technology worldwide. Capitalizing on its editorial strength, CMP is uniquely positioned to offer marketers comprehensive, integrated media solutions tailored to meet their individual needs. Its diverse products and services include newspapers, magazines, Internet products, research, direct marketing services, education and training, trade shows and conferences, custom publishing, testing and consulting.

[DaakMaak]

@antigone: Thanks for support !

Viele Grüße,
DM

[Thomasi]

Broadvision kommt in S&P Datum : 17.10.2000
Zeit :17:48


Laut dem Frankfurter Tagesdienst komme Broadvision (WKN 901599) am
kommenden Montag in den S&P 500-Index.
Diese Neuigkeit habe für eine gewaltigen Kurssprung der Aktie gesorgt. Für
Broadvision müsse Paine Webber den S&P 500 verlassen. Somit werde
Broadvision demnächst in vier Indizes notiert. Die weiteren seien
Nasdaq-100, Russell-1000 und der Nemax-50.

Kurzfristig könnte die Aktie weiter gefragt sein. Wer jetzt noch
einsteigen wolle, sollte allerdings bedenken, dass auch Yahoo nach dem
Einstieg in den S&P 500 gewaltige Kursgewinne habe verbuchen können, bis
auf 250 US-Dollar. Jedoch habe sich anschließend das Blatt gewendet und
die Indexaufnahme habe nicht verhindern können, dass die Yahoo-Aktie heute
nur noch bei 55 US-Dollar liege.






Agentur : Aktiencheck.de

[DaakMaak]

MARKET INSIGHT - The Evolving Landscape
(CBS MarketWatch, 13.10.2000)

It has become clear in the last several months that all of the nation`s, if not the world`s, leading
corporations are pursuing an e-commerce strategy, B2B and/or B2C, with genuine vigor.
In response to the demand that has been created by these corporate initiatives, e-commerce companies have positioned themselves in one of two ways, either trying to become the leader in a particular, focused segment of the market, or else looking to play across the entire e-commerce landscape. The rise of firms operating within a particular area has resulted in a segmentation of the market, with the generic B2B bucket giving way to specific subsegments such as SCM (supply-chain management), EAI (enterprise application integration), MRO procurement, strategic sourcing, content management, dynamic pricing, etc.
Yet on the flip side, as some e-commerce companies have attempted to "go broad," we have seen the lines between many subsegments become blurred, with some companies looking to position themselves as the firm that can deliver the entire range of products.
These trends have again drawn attention to the question of what type of offering is more desirable, a best-of-breed solution, or a broad, integrated solution? In implementing an e-commerce strategy, corporations are looking to leverage the benefits of the Internet across their entire business, from customer service to collaborative demand forecasting to procurement and beyond. It would make sense that companies would prefer to have a solution that serves all of these needs, and is completely integrated.
However, as history has shown, it is extremely difficult to offer the best solution across the board, especially in an emerging market like the e-commerce world in which even point solutions have not yet reached maturity.

Recognizing this difficulty, some e-commerce companies have recently sought to offer this type of broad product coverage through partnerships. For example, Commerce One has moved beyond its focus on indirect procurement and marketplace enablement by partnering with SAP in order to establish a presence within direct procurement and the supply chain. Ariba has made similar moves by acquiring SupplierMarket.com and partnering with i2 Technologies (a) and IBM. BroadVision has also moved beyond its B2C-enabling roots and become a contender on the B2B side. For example BroadVision helped e-STEEL build its marketplace and private trading room functionality, as well as recently announced a joint development partnership with i2.

Clearly, the e-commerce companies mentioned above are of the opinion that to be successful in this market, it is crucial to have broad solution, either internally or through partnerships, and to be able to serve more of their clients` needs. When the ERP market started to mature, companies were moving more and more to single-source solutions. So does this mean that broad players or partnerships that cover the landscape will win out?
Yes, and no. While there is much to be said in favor of the broad strategy, it is also true that specific needs, be they function or industry-specific, often demand targeted solutions. In an emerging market, targeted point solutions offer the robust functionality that a company needs. We believe that best-of-breed is definitely back in vogue. However, the abundance of partnerships and the ability to integrate various products makes it easier for companies to offer an entire suite of solutions, even though many of the products will come from different vendors. We believe there is a place for best-of-breed, but it makes great sense for those vendors to partner with complementary solutions and offer a broader package.

The real question to ask is who will own the customer relationship? Will it be the big platform providers such as Ariba and Commerce One, the supply-chain players like i2, the CRM players like Siebel (a), the ERP players, or even the integrators themselves? For it will be the company that controls the customer relationship that gets to call the shots, and ultimately extract a greater percentage of the created value.



CMP Media`s `Intelligent Enterprise` Magazine Announces Winners of its 2000 Readers Choice Awards
(CBS Marketwatch, FRIDAY, OCTOBER 13, 2000 1:44:00 PM EST)

SAN MATEO, Calif., Oct 13, 2000 /PRNewswire via COMTEX/ -- CMP Media`s "Intelligent Enterprise" magazine has announced the winners of this year`s Readers` Choice Awards selected by subscribers as their top choices in 32 IT solutions categories.

The "Intelligent Enterprise" Readers` Choice Awards, introduced in 1998 with the inception of the publication, is an opportunity for the community of readers to select their favorite enterprise software solutions. Subscribers cast their votes from a ballot compiled by an "Intelligent Enterprise" editorial board.

Highlights include Yahoo`s selection as Readers` Choice for search engine, and Ariba and Bluestone Software in B2B E-Commerce (Ariba for Comprehensive Suites & Platforms; Bluestone for IT/Application Development). Data Junction was the clear landslide favorite in integration and transformation. Oracle and Microsoft lead the field with `wins` in the most categories.
Microsoft took the "Favorite Operating System" category as both winner and runner-up with Windows NT and 2000, and also won for database server. Oracle was the favorite for customer relationship management (tied with Siebel Systems), ERP, supply chain management, and others. And Boston was the clear lead as the favorite conference destination, with Las Vegas a distant second.

Ralph Kimball was honored as the incumbent favorite "Intelligent Enterprise" columnist; with Joe Celko holding his place as the close runner- up.

The winners of the 2000 "Intelligent Enterprise" Readers` Choice Awards are:

ACCESS, REPORTING, VISUALIZATION, AND BI PORTAL
Winner: Seagate Software, CrystalReports
Runner-up: MicroStrategy Inc., MicroStrategy InfoCenter

ANALYSIS AND MINING
Winner: MicroStrategy Inc., MicroStrategy Agent
Runner-up: Business Objects, BusinessObjects

DATABASE/DATA WAREHOUSE MANAGEMENT
Winner: MicroStrategy Inc., MicroStrategy Administrator
Runner-up: Oracle, Oracle Enterprise Manager

INTEGRATION AND TRANSFORMATION
Winner: Data Junction Corp., Data Junction
Runner-up: Informatica Corp., PowerMart

ANALYTIC APPLICATION
Winner: Informatica Inc., Informatica Applications
Runner-up: Oracle, Sales Analyzer

BUSINESS PERFORMANCE MANAGEMENT
Winner: PeopleSoft, Enterprise Performance Management
Runner-up: SAS Institute Inc., CFO Vision

B2B E-COMMERCE, Comprehensive Suites & Platforms
Winner: Ariba Inc., B2B Commerce Applications
Runner-up: Oracle, Oracle Exchange

CUSTOMER RELATIONSHIP MANAGEMENT
Winners (TIE): Oracle, Oracle CRM; and Siebel Systems Inc., Siebel 99
Runner-up: PeopleSoft, Vantive Enterprise

DISTRIBUTED SYSTEMS MANAGEMENT
Winner: Hewlett-Packard, OpenView
Runner-up: Tivoli Systems Inc., TME

ERP/PACKAGED CORPORATE APPLICATION
Winner: Oracle, Oracle Applications
Runner-up: PeopleSoft, PeopleSoft

SUPPLY-CHAIN MANAGEMENT
Winner: Oracle, Supply-Chain Applications
Runner-up: I2 Technologies Inc., Rhythm

SYSTEMS INTEGRATION/CONSULTING
Winner: IBM Global Services
Runner-up: PricewaterhouseCoopers

CUSTOMER INTERACTION
Winner: BroadVision Inc., One-to-One Enterprise
Runner-up: Vignette Corp., StoryServer

MARKETING AUTOMATION AND ONE-TO-ONE MARKETING
Winner: Trilogy Software Inc., Multichannel Commerce
Runner-up: Epiphany/Octane, Octane 2000

APPLICATION DEVELOPMENT TOOL
Winner: Microsoft, Visual Studio
Runner-up: IBM, VisualAge

APPLICATION, COMPONENT, AND EJB SERVER
Winner: Microsoft, Internet Information Server
Runner-up: Allaire Corp., ColdFusion

APPLICATION INTEGRATION TRANSPORT
Winner: Microsoft, MSMQ
Runner-up: IBM, MQSeries

B2B E-COMMERCE, IT/Application Development
Winner: Bluestone Software Inc., XML Suite Integration Server
Runner-up: WebMethods Inc., WebMethods B2B

DESIGN & MODELING
Winner: Microsoft, Visio 2000
Runner-up: Rational Software Inc., Rational Rose

ENTERPRISE INFORMATION PORTAL
Winner: Sybase, Sybase Enterprise Portal
Runner-up: Hummingbird, Hummingbird EIP

CONTENT/DOCUMENT MANAGEMENT
Winner: Microsoft, Microsoft Exchange
Runner-up: Lotus, Lotus Notes/Domino

SEARCH ENGINE
Winner: Yahoo
Runner-up: Alta Vista

MEDIA/DIGITAL ASSET MANAGEMENT
Winner: Oracle, Oracle8i InterMedia
Runner-up (TIE): IBM, DB2 Digital Library; and Informix, Dynamic Server

With Universal Data Option
DATABASE SERVER
Winner: Microsoft, SQL Server
Runner-up: Oracle, Oracle 8i

MOBILE/EMBEDDED DATABASE
Winner: Oracle, Oracle8i Lite
Runner-up: Sybase, Adaptive Server Anywhere

OPERATING SYSTEM
Winner: Windows NT
Runner-up: Windows 2000

SPECIALIZED DATA MANAGEMENT
Winner: MapInfo Corp, SpatialWare
Runner-up (TIE): ESRI, ArcInfo; and Versant Corp., Versant ODBMS

SCALABLE HARDWARE: HIGH-END
Winner: Sun Microsystems, E10000 (Starfire)
Runner-up: IBM, S/390

SCALABLE HARDWARE: MIDRANGE
Winner: Compaq, ProLiant Series
Runner-up: Sun Microsystems, Enterprise Series

STORAGE SYSTEM
Winner: EMC, Symmetrix
Runner-up: Seagate/Veritas, Foundation Suite

BEST INTELLIGENT ENTERPRISE COLUMNIST
Winner: Ralph Kimball
Runner-up: Joe Celko

BEST CITY FOR A CONFERENCE OR TRADE SHOW
Winner: Boston
Runner-up: Las Vegas

"Congratulations to the winners of this year`s Readers` Choice Awards. The readers have spoken, and these are their favorite software solutions meeting the IT requirements of the intelligent enterprise," said David M. Kalman, group publisher of CMP Media`s Business Intelligence Group.

About "Intelligent Enterprise" and CMP Media`s Business Intelligence Group

"Intelligent Enterprise" is an essential IT information resource specializing in enterprise solutions that make companies smarter, faster, and more profitable. Published 18 times per year, "Intelligent Enterprise" features influential authors and experts who explore e-business intelligence, infrastructure, integration and collaboration technologies that provide competitive advantage. More than 100,000 readers, including CIOs, CTOs, and other strategic IT and business leaders from major corporations and public sector organizations, depend on "Intelligent Enterprise" for real-world insights to help them achieve success with customer relationship management (CRM), e-business, ERP, supply chain management, and other intelligent business objectives. For more information, contact "Intelligent Enterprise" at 650-808-3934. Subscriptions are available from the Web site at http://www.iemagazine.com/subs.shtml.

CMP Media`s Business Intelligence Group provides publications, Web sites, and events that help organizations unlock the value of collected information for business advantage. Headed by group publisher David M. Kalman, the Business Intelligence Group produces the RealWare Awards and publishes "Intelligent Enterprise," "Imaging & Document Solutions," and "IntelligentERP," along with a suite of integrated print/Web communities dedicated to specific technology areas: IntelligentEAI, IntelligentKM, and IntelligentCRM. For more information about the group, contact David M. Kalman at 650-513-4251.

About CMP Media

CMP Media Inc. is a leading high-tech media company providing essential information and marketing services to the entire technology spectrum -- the builders, sellers and users of technology worldwide. Capitalizing on its editorial strength, CMP is uniquely positioned to offer marketers comprehensive, multiple media solutions tailored to meet their individual needs. Its diverse products and services include newspapers, magazines, Internet products, research, direct marketing services, education and training, trade shows and conferences, custom publishing, testing and consulting.

Intelligent Enterprise and RealWare Awards are registered trademarks of CMP Media, Inc. All CMP Media product, service and program names are trademarks of CMP Media.

SOURCE CMP Media Inc.

Inside the B2B Announcements
Ariba and Commerce One are expected to report blowout quarters this week. But while e-commerce budgets and the fundamental demand for B2B remains high, it`s increasingly difficult to assess who`s gaining traction in this stage of hyper-growth. In other words, borrowing a line from Dennis Miller on Monday Night Football, it`s a Flowers for Algernon-like learning curve. We`ll provide some guidance on this front and point out some interesting things to look for.

By Mike Trigg (TMF Tonto)
Fool.com, October 17, 2000

Earlier this month, Motley Fool staff commented on the B2B sell-off that sent the sector into a short-term whirlwind. While we concluded the fall had little to do with the long-term success of the space, it became evident that providing investors with the tools to assess the differences among the industry leaders was in great demand. Thus, with Ariba (Nasdaq: ARBA) and Commerce One (Nasdaq: CMRC) reporting earnings tomorrow and Thursday, respectively, we`ll attempt to provide investors with a compass to navigate through the announcements.

Revenues reign supreme

Both Ariba and Commerce One exhibited strong revenue growth in the previous quarter. After the entire sector had been hammered in early March, in part because the Street`s path-to-profitability expectations were not being met, revenues of $80.7 million (101% sequential growth) and $62.7 million (79%), respectively, proved once again this sector was red hot. But there`s more to it than those figures.

In the previous quarter, Ariba`s conservative accounting policy added nearly $70 million in deferred revenues, leaving it with a total of $153 million. Commerce One trailed with $16 million in the quarter, giving it a total of $62 million. Deferred revenues are a good liability because they represent revenue that has been collected by a firm before at least portions of the services have been performed. Moreover, it`s also an important indication management is not overstating its business success.

On the cash side, deferred revenue is an important figure because it provides a great deal of upfront capital. This leads the way to further investment and acquisition opportunities, where Ariba stands well above its competitors. Both companies have different revenue recognition policies and continued growth in this area will be one important factor to monitor.

It`s also important to track the revenue mix. In the previous quarter, Ariba`s blend was 66% license versus 19% network. Likewise, Commerce One licenses were 65% of total revenues, while services were 35%. But for the first time, Commerce One indicated that over $7 million of service revenues came from revenue sharing of live exchanges, an increase from less than $1 million in the previous quarter. No doubt, this number will increase substantially in coming quarters and represent a large portion of Commerce One`s revenue mix. Look for how much revenue was generated from live exchanges.

New developments

In the previous quarter, Ariba announced 110 new deals, while Commerce One reported 85. This period has been no different. Ariba recently announced Transora, an exchange comprised of 54 consumer product businesses and the Grocery Manufacturers of America.Procter and Gamble (NYSE: PG), Kraft Foods, and General Mills (NYSE: GIS) are several participants with combined annual procurement spending that surpasses $200 billion.

Commerce One announced eHitex, a hardware marketplace made up of computer industry members. Participants include Compaq (NYSE: CPQ), Agilent (NSYE: A), and Hewlett Packard (NYSE: HWP) with an annual purchasing power exceeding $300 billion. Furthermore, the "Big Three" auto exchange Covisint recently received regulatory approval from both the German and United States governments. Expect a long list of new customers in both announcements. However, it will be important to see if new contracts are broken down by buyers, sellers, or marketplace builders.

Strategic partnerships

Finally, it will be important to monitor the success of the strategic partnerships of both firms. There has been a great deal of commentary recently regarding Ariba`s strained relationship with i2 (Nasdaq: ITWO) after the supply chain solutions provider announced a deal with BroadVision (Nasdaq: BVSN). Not surprisingly, both companies have pooh-poohed talk that suggests there`s a chink in the three way Alliance that includes IBM (NYSE: IBM). There`s little else to know at this point, and unfortunately we`ll only hear more management jargon in the conference call.
That could be good news for the Commerce One alliance with SAP (NYSE: SAP). Announced only a few months ago, the joint offering of MarketSet and Enterprise Buyer was brought to market at lightning-quick speed and more customer wins will continue over time as the two businesses leverage each others` core competencies.
-----------------------------
Research macht frei (und beruhigt) ...
Grüße,
DM

[DaakMaak]

Fernab des derzeitigen Kursdesasters an den internationalen Finanzmärkten sollte man als Investor jedoch nicht nur stur auf die Kurse schielen, sondern sich jetzt vielmehr mit den nach wie vor intakten Langzeitperspektiven der Branche auseinandersetzen. Daher nachfolgend einige BVSN-relevante Background Infos zur Software-Branche:

Warum IT-Projekte immer länger dauern als gedacht

Wir sprachen mit Dr. Walter Gora von der Management- und Technologieberatung Gora, Hecken & Partner aus Sulzbach über die täglichen Mühen des IT-Managers.

de.internet.com: Herr Gora, woran liegt es, dass viele IT-Projekte in Unternehmen länger dauern als geplant, und zudem teurer werden?

Walter Gora: Ein alter Spruch im Projektmanagement ist: Ein sorgfältig geplantes IT-Projekt dauert doppelt solange wie ursprünglich angedacht, eine nachlässige oder schlampige Planung führt zum fünffachen Aufwand. Die Schuld bei Terminverzögerungen und zusätzlichen Kosten auf die IT-Unternehmen zu schieben, greift hier zu kurz. Eine nachlässige Planung ist genauso gefährlich wie eine "Überspezifikation", die in aller Regel dann nicht erfüllt bzw. realisiert werden kann. Häufig wird auch die Verantwortung komplett an Dritte übergeben. Der Anwender erwartet sich dann ein Rund-um-Sorglos-Paket und muss staunend erleben, wie sein Vorhaben anders interpretiert wird und sehr schnell in eine Schieflage kommt.

Wie im KfZ-Bereich gibt es erhebliche Preis-, Leistungs- und Qualitätsunterschiede. Sowohl der Anwender als auch der externe Dienstleister haben konkrete Ziele und Erwartungen. Der Anwender will eine Lösung für sein Problem und der Dienstleister muss Gewinn machen. Ist weder die Lösung hinreichend klar, noch das Projekt profitabel aus Dienstleistersicht, so muss dies schief gehen.

Methodisches Vorgehen und ein stringentes Projektcontrolling sind wesentliche Faktoren für ein erfolgreiches Vorhaben. Dies bedeutet auch, das Projekte nicht länger als max. 1,5 Jahre dauern dürfen, spätestens dann müssen Ergebnisse sichtbar werden. Langlaufprojekte von mehreren Jahren werden technologisch von den Marktentwicklungen überholt, die Komplexität dieser Vorhaben führt meistens zum Scheitern.

de.internet.com: Werden die Systeme technisch zu komplex, oder fehlt es an einheitlichen Standards, die Hersteller unabhängig aufgestellt werden?

Walter Gora: Die Problematik liegt vorrangig weniger bei fehlenden Hersteller unabhängigen Standards, sondern in der Beherrschbarkeit der Komplexität. Software-Erstellung heißt letztendlich, die realen Prozesse und Aufgaben in eine Modellwelt abzubilden und dann mit Hilfe von Informationstechnologien zu gestalten. Wird zuviel an Funktionalität, Ausnahmeregelungen etc. in ein System hinein projiziert, potenziert sich der Aufwand. Die Lösung heißt auch hier, kleine, übersehbare Schritte zu gehen und die Gesamtlösung in beherrschbare Teillösungen aufgliedern.

Das Internet und web-basierte Lösungen zeigen, dass herstellerübergreifende Standards vorhanden sind. Es gibt natürlich Bereiche, die noch durch verschiedene herstellerspezifische Standards geprägt sind. Das Entscheidende für den Anwender ist letztendlich nicht, wie sein System technisch realisiert ist, sondern welche Funktionalität er bekommt und inwieweit die Lösung auch zukünftig an neue Gegebenheiten anpassbar ist. Die große Standardisierungs-Euphorie der achtziger Jahre ist vorbei, auch wenn diese Zeit durchaus tragfähige Standards (z.B. GSM-Mobilfunkstandards) hervorgebracht hat. Die vielen ISO-Standards im Bereich der Informations- und Kommunikationstechnologien haben sich jedoch überlebt, weil sie theoretisch erarbeitet wurden und ihnen letztlich die Praxisreife fehlte.

de.internet.com: Werden die Anwender im Unternehmen nicht immer mehr zum Versuchslabor für unfertige Software, die wegen des erbarmungslosen Konkurrenzkampfes lange vor der Marktreife ausgeliefert werden?

Walter Gora: Expertenschätzungen gehen von astronomisch hoher Verschwendung von volkswirtschaftlichen Ressourcen und Geld aus. Der Wettbewerbsdruck lässt es heute (leider) an vielen Stellen kaum noch zu, Software in dem Zustand auszuliefern, der vom Anwender völlig zu Recht erwartet wird. Es hat sich z.T. ein derart niedriges Qualitätsniveau für Software herausgebildet, dass Anwendern eigentlich nur empfohlen werden kann: Finger weg und Rücktritt vom Kauf! Doch dies ist leider nur in seltenen Fällen wirklich möglich, da bei den Kunden zuvor komplexe Entscheidungsprozesse abliefen und niemand so richtig Fehler beim Auswahlprozess zugeben will. Hinzu kommt, dass der SW-Entwicklungsprozess und insbesondere das anschließende Testen methodisch nur unzureichend unterstützt wird. Selbst wenn der Wille da ist, ein vernünftiges, d.h. getestes Produkt abzugeben, fehlt häufig das Personal bei den IT-Unternehmen, die dies dann auch wirklich machen. Auch unter dem Stichwort "Customizing" wird häufig nur das Anpassen an Kundenprozesse, sondern schlichtweg das vor-Ort-Beheben von Fehlern verstanden.

Dem Anwender ist insbesondere bei Individualentwicklungen und Großprojekten zu empfehlen, dass er das Thema "Qualitätssicherung" inhaltlich und auch personell hinterfragt. Das Hinterfragen der Referenzen bzw. das persönliche Nachfragen bei den benannten Referenzkunden hilft häufig, die Spreu vom Weizen zu trennen.

[Sat, 16.06.2001] - © 2001 de.internet.com

Erholung für den Softwaresektor nicht vor 2002

Der angeschlagene Softwaresektor wird sich voraussichtlich nicht vor dem Jahr 2002 erholen. Diese Meinung vertreten Analysten, trotz des positiven Ausblicks, den der Datenbankspezialisten Oracle gestern gegeben hatte. "Nichts deutet darauf hin, dass sich das wirtschaftliche Umfeld in Kürze bessert", sagte Melissa Eisenstat, Analystin bei CIBC World Markets gegenüber der Nachrichtenagentur Reuters am Dienstag in den USA. Nach Gesprächen mit Softwarekunden erwarten Experten einen Aufschwung frühestens 2002.

Am Montagnachmittag hatte der Datenbankspezialist seinen Geschäftsbericht für das vierte Quartal vorgelegt und die Schätzungen der Wall Street knapp übertroffen. Für das laufende Geschäftsjahr hatte sich der Finanzvorstand Jeff Henley verhalten optimistisch gezeigt: "Wir glauben, dass das Schlimmste überstanden ist. Hoffentlich haben wir im abgelaufenen Quartal die Talsohle durchschritten."

Obwohl der Quartalsbericht von Oracle als ein Indikator für eine allgemeine Gesundung des Technologiesektors angesehen wird, stehen die Zahlen der Mehrheit der Softwarekonzerne, einschließlich Microsoft und Siebel Systems, noch aus. Das einstmals hochfliegende Segment wurde im ersten Quartal durch den wirtschaftlichen Abschwung in den USA am schwersten getroffen. "Wir glauben, dass das Juni-Quartal das Schwierigste sein wird", so Merrill Lynch First Vice President Chris Shilakes gegenüber der Agentur.

[Wed, 20.06.2001] - © 2001 de.internet.com

Maßgeschneiderte E-Commerce Lösungen bevorzugt

Trotz der negativen Entwicklung an der Börse bleibt E-Commerce auch weiterhin ein großer Wachstumsmarkt. Von den massiven Investitionen und dem ständig breiteren Angebot im Bereich B2B profitiert in besonderer Weise der europäische Markt für E-Commerce-Software, so die Einschätzung der Unternehmensberatung Frost & Sullivan in einer neuen Analyse des Endanwendermarktes. Der Umsatz soll von 533,8 Millionen Dollar im Jahre 2000 auf 2,5 Milliarden Dollar im Jahre 2007 ansteigen.

Die Anwender setzen nach wie vor auf maßgeschneiderte Softwarepakete, die meist auf der Grundlage eines ERP-Pakets oder eines Datenbankprogramms wie Oracle oder SQL Server entwickelt werden. Lösungen von der Stange gelten als zu starr. Nach Ansicht von Chris Cherrington, Analyst bei Frost & Sullivan, wird E-Commerce Software neben Zuverlässigkeit, Skalierbarkeit und Flexibilität vor allem nach ihrer Integrationsfähigkeit mit vorhandenen Anwendungen beurteilt. Im allgemeinen seien die Anwender sehr zufrieden mit Implementierung und Funktionalität der Software.

Finanzsektor ist größter Abnehmer

Größter Abnehmer von E-Commerce-Software ist der Finanzsektor. Im intensiven Wettbewerb unter den Finanzdienstleistern ist Kundenbindung gefragt. Online-Banking ist hier ein zentrales Instrument, um dem Kunden entgegenzukommen: Durch bessere Erreichbarkeit und schnelle Abwicklung. Im Bereich B2B haben reine E-Commerce-Software-Anbieter wie BroadVision, Intershop und Open Market die größte Bekanntheit und den größten Marktanteil erreicht. Aber die etablierten Anbieter wie Microsoft, Oracle und IBM bauen ihre Positionen ebenfalls aus, indem sie komplementäre Technologien, Erfahrung, Finanzkraft, ausgedehnte Vertriebsnetze und die Bekanntheit ihrer Marken in die Waagschale werfen. Für sie besteht die Herausforderung darin, überzeugende E-Commerce-Software zu produzieren, während die Spezialanbieter so gute Produkte entwickeln müssen, dass sie die Kunden von ihren angestammten Zulieferern weglocken können.

Da die E-Commerce-Software-Branche mit hohem Wachstum und nachfolgender Konsolidierung die klassische Entwicklung eines ungesättigten Marktes vollziehen wird, sollten reine E-Commerce-Software-Anbieter das nachlassende Wachstum bei den Internetunternehmen als Alarmsignal verstehen. Eine typische Überlebensstrategie sind hier Partnerschaften wie etwa die Allianz von CommerceOne und SAP.

Obwohl die Softwareanbieter bestrebt sind, die Merkmale ihrer Produkte zu akzentuieren, verdankt sich die Kaufentscheidung oft eher ihren Marketing- und Verkaufsfähigkeiten. Diese Stärke gilt es auszubauen, so Chris Cherrington: "Gute Marketing- und Absatzideen sowie Vertriebspartnerschaften und Support sind die Schlüssel zum Gewinn von Marktanteilen."

[Tue, 12.06.2001] - © 2001 de.internet.com

[DaakMaak]

Das in meinen Augen Interessanteste aber zum Schluß:

Pressemitteilung
Fraunhofer-Institut für Arbeitswirtschaft und Organisation IAO, 18.06.2001

CERENA - Personalisiertes Online-Banking

Das neu formierte Konsortium des EU-Forschungsprojekts »CERENA« von Fraunhofer IAO konzentriert sich auf die Analyse von Kundennutzungsmustern zur personalisierten Interaktion mit Online-Bankkunden.

Am 1. Januar 2001 hat das EU-Forschungsprojekt CERENA mit einem neuen Konsortium die Arbeit aufgenommen. CERENA wird im Rahmen der Forschungstätigkeit des internationalen
Konsortiums das Nutzungsverhalten von Online-Kunden eines Finanzdienstleisters, ABN AMRO, analysieren und für eine Personalisierung dessen Online-Angebots verwenden. Dafür werden zum einen Data-Mining Algorithmen entwickelt, die diese Muster in den Daten
aufspüren können. Ebenso werden im CERENA-Projekt spezielle Verfahren entwickelt, um die so gewonnenen Informationen für eine gezielte, personalisierte Kundeninteraktion einzusetzen. Darüber hinaus werden auch Methoden erforscht, die den wirtschaftlichen Erfolg dieser
personalisierten Kundenansprache anhand geeigneter Kennzahlen (e-Metrics) ermitteln können.
Gerade im Nutzungsverhalten der Online-Kunden verbergen sich eine Vielzahl an Informationen, die zu einer genaueren Bestimmung der Kundenbedürfnisse herangezogen werden können. Die Nutzungsdaten der Online-Kunden lassen sich dabei datenschutzkonform aufzeichnen und analysieren und ermöglichen dann eine gezielte, auf die individuellen
Bedürfnisse der Kunden optimierte Ansprache. Durch die Innovation des
CERENA-Projekts wird es somit möglich, aussagekräftige Kundenprofile zu erstellen, ohne dass dazu ein Eingriff in die Privatsphäre der Kunden notwendig wird. Projektpartner sind außer Fraunhofer IAO, dem Institut für Arbeitswissenschaft und Technologiemanagement der Universität Stuttgart (IAT) als Projektkoordinator und der University of Ulster aus Belfast,
die niederländische Bank ABN AMRO aus Amsterdam und die Firma GSM aus Zürich. Als Unterauftragnehmer sind die Firmen Mindlab, Esslingen und MineIt, Belfast an der erfolgreichen Forschung am Projekt beteiligt.

Ihr Ansprechpartner für weitere Informationen:

Fraunhofer IAO
Michael Schütz
Nobelstraße 12, D-70569 Stuttgart
Telefon [phone], Telefax +49 (0) 7 11/9 70-23 00
E-Mail: [e-mail]

Weitere Informationen finden Sie unter: http://www.cerena.iao.fhg.de
--------------------
Zur Erinnerung: ABN Amro nutzt bereits die BVSN-Personalisierungssoftware und hat vor kurzem erst einen prestigeträchtigen 3-Jahresdeal in Millionenhöhe mit dem Unternehmen abgeschlossen.
Mir stellt sich daher die Frage, ob ABN Amro vielleicht mit dem Softwarepaket nicht gänzlich zufrieden ist und deshalb an diesem Forschungsprojekt partizipiert, oder ob sich die Sache nicht sogar für BVSN als Glücksfall herausstellen könnte. Denn es mag ja durchaus sein, daß die neu zu entwickelnden Algorythmen die One-to-One Software von BVSN als Basis nutzen, um einen noch effektiveren Personalisierungsschlüssel zu erreichen. Dies wäre doch schließlich für ABN Amro die optimalste aller Lösungen.
Oder wie seht Ihr das ? Gibt´s hier vielleicht ein paar Software-Cracks, die sich dieser Thematik mal annehmen könnten ? Würde mich und sicherlich auch alle anderen BVSN-Aktionäre interessieren.

MfG,
DM

[DaakMaak]

Infos von der oben genannten Homepage:

CERENA is a large-scale European research project, which directly addresses the objective of using advanced data mining technology, which will be fully tested for customer usability, to measure and improve financial service e-business channel offerings for banking customers in the European Union. The goal of the project is to discover the optimum mortgage rates, bank loan charges, online trading deals, etc. for banks` customers.
CERENA is a collaborative project with the University of Stuttgart IAT, Fraunhofer IAO also in Stuttgart, the University of Ulster’s NIKEL laboratory from Northern Ireland, GSM Software Management AG, Switzerland and the Dutch bank ABN-AMRO as end-user.

The results of CERENA will be a fully tested intelligent application for pilot test use by ABN AMRO in their provision of products and services to customers. The application will be in the domain of e-finance and utilise data mining technologies to provide personalisation and profiling services that benefit the bank`s customers and assist the bank in retaining and growing market share in an increasingly global and competitive market space.

The project will specify e-finance cases from the user company, ABN-AMRO that will form the basis for the development of a series of intelligent knowledge based prototypes.
Software solutions are to be developed according to emerging Global and European electronic commerce market standards to promote and assure positive results from the project. The consortium has been assembled specifically to facilitate pan-European harmonisation on emerging standards, and to provide banks with early results on this novel application of data mining technology and its resulting usability.
Additionally, this will assist them to determine the context and scope of software tools that are available from other commercial vendors or tools that will become available during the duration of the project.

Riesen-Chance oder Customer Loss ?

[DaakMaak]

OK, der letzte Satz hat´s aufgeklärt. Sehr schön ...

"Additionally, this will assist them to determine the context and scope of software tools that are available from other commercial vendors or tools that will become available during the duration of the project."