Verticalnet,keiner spricht mehr darüber??was ist los??? - 500 Beiträge pro Seite

[williaktie]

Verticalnet,keiner spricht mehr darüber,ist die Aktie tot,?? kann es mir persönlich nicht vorstellen,nicht nur , weil ich noch immer investiert bin, nur was zu tun ist,bereitet mir kopfzerbrechen. nochmals nachkaufen um zu verbilligen,oder lieber sein lassen ...gruss williaktie..

[Forsyth]

@williaktie,

verticalnet hat im b2b bereich doch nicht viel anzubieten und wird immer hinter commerce one und ariba zurückbleiben.
wie schon ein konkurrent von vert. sagte, müssen demnach b2b marktplätze mehr können, als käufer/verkäufer zusammenzubringen.
was b2b braucht sind die mehrwertleistungen und dienste.
und gerade hier hat vert. nicht viel anzubieten.
was vor ca. 1-2 jahren bei vert. ausreichend war, ist nun sehr unzulänglich.

ich würde dir raten hände weg.


gruß Forsyth

[siscoinvestor]

Mein Tip bei VerticalNet? - Verkaufen. Das Unternehmen hat wirklich nur Negatives zu berichten. Ok, Zahlen in line. Meinetwegen, aber bis sich das Modell rechnet und Gewinne sprudeln...
Das Management hat viele Fehler gemacht. Ich blicke allerdings auch bei ARBA, wo ich investiert bin nicht allzu rosig in die Zukunft. Ohne MSFT`s Finanzspritze würde Commerce One auch schlechter dastehen. Auch denen geht langsam das Geld aus.
Verkaufe also lieber VERT ( höchstwahrscheinlich mit Verlusten ). Bloss nicht nachkaufen. Klar schmerzen Verluste. Musst dir eben klar darüber sein, ob du in einen Loser investieren willst, um zu verbilligen und die eigene Fehlentscheidung zu beschönigen oder nicht eher lieber einen klaren Schlussstrich ziehen willst und die ein paar Mark nicht lieber in einen vernünftigen Wert stecken solltest. Der nächste Rebound naht. Es kommen aber nur die Sieger nach Oben. Vert wird Jahre brauchen um deinen anscheinend hohen Einstiegskurs zu erreichen. So meine Meinung.
Übrigens: ich war auch schon an VERT über ICGE beteiligt.
Und auch da sag ich nur: Gute Nacht, Freunde!

MfG siscoinvestor

[take]

Datum: 02.05. 17:38 VerticalNet: + 31% nach Deal

Das gestrauchelte B2B Unternehmen VerticalNet befindet sich momentan mit ca. 35% im Plus, nachdem man die Erweiterung eines Abkommens mit Computer Sciences (CSC) bekanntgeben konnte. Beide Unternehmen beabsichtigen innerhalb des Industriesektors VerticalNet`s E-Marktplätze anzubieten. CSC wird VerticalNet`s bevorzugter Systemintegrator für die B2B-Software und wird in die Allianz seine hervorragenden Kontakte in der Industrie einbringen. Neben einer Zusammenarbeit auf technologischer Basis beabsichtigen beide Unternehmen auch im Vertrieb und bei Marketing Initiativen zu kooperieren.

Durch den Kurssprung von VerticalNet kann auch das Mutterunternehmen Internet Capital Group mit momentan ca. 26% zulegen.

[siscoinvestor]

Tja, in die Zukunft schauen kann eh keiner.
Schöne Nachricht.

cya

[priser1]

nun schon +56% bei vertical net...

[G007]

Bin leider im Vorjahr bei viel zu hohen Kursen in Inter Capitol Group und Verticalnet eingestiegen und mit viel
Verlust ausgestiegen.Bin beim überlegen ob ich noch einmal
einsteigen soll. Oder ist die Luft bei beiden Werten schon
drausen? Bitte um Eure Meinungen.

mfg G007

[aktienkatze]

meine meinung ist, die kommt wieder hoch arriba zieht auch voll an. schätze mal wird wieder auf ca. Euro 10 steigen im laufe der nächsten monate.

gruss

[erfg]

VerticalNet Headed Down
By Marcella Bernhard


Lucky for VerticalNet that it has a sugar daddy with deep pockets. Thanks to a $40 million infusion from Microsoft , the online business-to-business marketplace has the funds to fuel its most recent makeover as an e-business software maker.
But, though VerticalNet is celebrating, the deal is actually a way for Microsoft to get out of an earlier agreement that promised VerticalNet $161 million over three years to build "storefronts" for e-commerce. After handing over just $42 million of that money, Microsoft squirmed out of the remaining $119 million when VerticalNet agreed to its $40 million offer.

Payments from Microsoft contributed mightily to the $145.1 million VerticalNet had on hand as of Dec. 31. But with its new deal, announced April 26, Microsoft may have given VerticalNet just enough rope to hang itself. The Horsham, Pa.-based company is in for a bruising fight as it tries to take on software big shots like Commerce One and Ariba .

"This company has the chips stacked against it. Software is an extremely competitive sector," says Derek Brown, an analyst with W.R. Hambrecht in San Francisco.

And VerticalNet is limping already: The company has undergone at least four different incarnations since starting out as a content company in 1995. This year the company lost crackerjack Chief Executive Joe Galli after just five months; its shares have since plunged to under $2. Thanks to a weak advertising market, VerticalNet`s losses jumped to $28.2 million in the quarter ended March 31, from $13.6 million in the same period last year. Finally, the company just cut 25% of its staff in an effort to rein in costs.

With little experience dabbling in the area already, VerticalNet now wants to make software its core business. Its products, which will include software programs to track product information and customers, will be released by the third quarter of this year.

VerticalNet is fighting for a tighter relationship with the businesses that use its 59 online marketplaces, including Dairy Network.com and Pulp and Paper Online , to buy and sell goods. Forget its thankless role as matchmaker for buyers and sellers, now VerticalNet wants to be "life support" to the companies it serves, says VerticalNet CEO and founder Mike Hagan.

Microsoft`s sees VerticalNet as a way to finally break into the small business market, which has remained beyond the software giant`s enormous grasp. Still, most analysts wonder why Microsoft is keeping VerticalNet afloat.

"It seems like Microsoft is paying $40 million for VerticalNet`s research and development," Brown says.

He and others wonder why software powerhouse Microsoft doesn`t instead spend the $40 million developing its own products. You`d think Microsoft has already suffered enough, considering it shelled out $100 million for a 2% stake in VerticalNet in April 2000--right before shares of VerticalNet took their sharpest plunge.

Microsoft, however, argues that it`s smart strategy to use third-party developers to tailor its software to narrower uses. Besides, VerticalNet has built a great business-to-business platform and has impressive assets, including 24,000 companies that use its online marketplaces to buy and sell goods, Microsoft representatives say.

"We need VerticalNet to take our platform software and make it right for all kinds of marketplaces. They even have a marketplace for solid waste, SolidWaste.com. That`s just not something Microsoft would do," says Nigel Burton, general manager of business development for Microsoft`s bCentral division.

Under the previous agreement, Microsoft paid VerticalNet $2,100 for each e-commerce storefront VerticalNet set up. Unsurprisingly, VerticalNet threw together 20,000 storefronts for the hefty price of $42 million. Obviously, Microsoft wasn`t getting a lot for its money, and it`s pretty clear why it renegotiated the deal. But transform VerticalNet into a leading e-business software company? Not even Microsoft money can do that.

Go to www.forbes.com to see all of our latest stories, or Subscribe to Forbes Magazine

[williaktie]

danke ,also Vertical halten,??wer kauft nach,wenn ja warum. würde,wenn man es ja wüsste ebenfalls nochmals nachkaufen um zu verbilligen.habe noch immer Verlusste.bin auch überzeugt,das Commerc,und Ariba wieder laufen werden sollte dann nicht Vertic.mitlaufen.??schönes WE und weiter steigende Kurse die sollten doch kommen,denn Zinssenkung sollte sich doch mal auswirken.....mfg

[GANGSTA1]

Liest mal das...



04/05/2001 15:33:00 (CommentWire) - Ariba`s been making heavy losses recently, and things are likely to get worse as VerticalNet and Microsoft team up to muscle in on its core business. But the firm still has potential, as one of the market leaders in B2B systems with a large customer base. A bid from existing investor IBM could be a good move, providing the resources to see Ariba back into profit.
B2B systems firm Ariba hasn`t been doing very well. It made an operating loss of $48.3 million for the last quarter - and its loss after special charges was $1.84 billion. It has abandoned its plans to expand into manufacturing and design collaborations, instead returning to its core business of procurement software.

Perhaps it`s no surprise, then, that many expect the firm to be taken over. Analysis firm AMR Research has said on the silicon.com website that IBM, Manugistics and Siebel are all potential buyers. IBM looks like the most likely candidate; Manugistics and Siebel have both denied their interest, claiming that Ariba wouldn`t fit in with their core businesses. IBM, on the other hand, is large enough that Ariba could be integrated more easily. It also already has a large stake in the B2B firm.

But does Ariba need a merger partner? Beyond the general downturn in sentiment towards the B2B sector, it will soon face a more serious challenge. Last week, Microsoft and VerticalNet agreed jointly to develop `supplier enablement tools` - in other words, B2B systems.

VerticalNet already has over 20,000 suppliers signed up for its vertical portals. If it can persuade them to move to its software systems as well, it will rapidly acquire a large share of the market, currently dominated by Ariba and Commerce One. And Microsoft`s backing can only help. Its .NET platform is certain to be a major new standard thanks to its market power, and the firm can provide VerticalNet with a great deal of technical help.

Times are already hard for Ariba - and they`re likely to get worse before things get better. But the firm has potential as one of the largest players in a market which, dotcom doom aside, is still large, important and growing. It certainly wouldn`t be a surprise if IBM decided to go from shareholder to owner, providing the funds and support Ariba needs to maintain its position and reach profitability.

Source: Datamonitor - 04/05/2001 15:33:00
http://www.commentwire.com/commwire_story.asp?commentwire_ID…

[williaktie]

@ Gangsda, ja und was heisst das ,,,,halten kaufen,verkaufen,konnte ich leider nicht lesen..schade,,