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Chemdex - eine B2B-Bombe im steilen Aufwärtstrend - 500 Beiträge pro Seite


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Chemdex bringt Käufer und Verkäufer in den Bereichen Bio- und Gesundheitsforschung zusammen. Das klingt nach einem kleinen Markt. Sollte jedoch der Umsatz von CMDX stellvertretend für die Branche stehen, handelt es sich allerdings um einen relativ großen Markt. Chemdex setzte in den ersten neun Monaten des vergangenen Jahres $11,6 Millionen um. Eine immense Steigerung gegenüber den paar Tausend Dollar im Vorjahr. Per 04.01.2000 belief sich die Marktkapitalisierung des Unternehmens auf $3,6 Milliarden.
Angesichts des Umsatzwachstums könnte Chemdex eine sehr attraktive Anlage sein.

Chemdex Quartalszahlen: Umsatzexplosion

Der US-Anbieter von B2B-E-Commerce Diensten, Chemdex Corp.(CMDX), verkündete nachbörslich seine Zahlen des abgelaufenen vierten Quartals. Das Unternehmen erzielte einen Verlust von 0.49 Dollar pro Aktie, und lag damit genau im Rahmen der Erwartungen. Im Vorjahresquartal meldete das Unternehmen einen Verlust von 2.30 Dollar pro Aktie. Der Gesamtumsatz konnte von 26.000 Dollar auf 19.3 Mio. Dollar gesteigert werden

U.S. Bancorp Piper Jaffray 16.02.2000
Analyst Jon M. Ekoniak von U.S. Bancorp Piper Jaffray stufte die Aktie der Chemdex Corp. in einer erstmaligen Einschätzung mit Kaufen ein.


Robertson Stephens Managing Director and Senior Business-to-Business eCommerce Analyst Eric Upin today reiterated his Buy rating on Chemdex (NASDAQ:CMDX). The company developed the Chemdex Marketplace for the life sciences industry and recently completed the acquisition of Promedix, which addresses the specialty medical supplies market.

"We are reiterating our Buy rating on Chemdex, after the company substantially beat our fourth quarter expectations," said Upin. "Gross revenues of $19.3 million, net revenues of $967 thousand and operating earnings-per-share of ($0.47) beat our estimates of $12.0 million, $539 thousand and ($0.48), respectively. The company also delivered significant improvements in key operating metrics, demonstrating strong business momentum."

"We believe the Chemdex story is changing and improving," said Upin. "With the Promedix acquisition and the Tenet and DuPont joint ventures, the company now plays in four verticals, expanding its addressable market opportunity from $15 billion to $260 billion and displaying attributes of a B2B incubator, in our opinion."

Clients interested in receiving more information should contact their salesperson at (415) 781-9700.

Robertson Stephens (www.rsco.com) is the leading full-services investment bank focused exclusively on growth companies. In 1999, the firm completed over 230 public offerings and over 40 private offerings, raising more than $40 billion in capital for clients. In addition, the firm advised on over 80 M&A transactions in 1999 with an aggregate value in excess of $50 billion. The firm`s 47 equity research analysts cover nearly 700 companies. Founded in 1978, Robertson Stephens (Legal name: FleetBoston Robertson Stephens Inc.) is a section 20
subsidiary of FleetBoston Financial Corporation (NYSE:FBF) and a member of the NASD and all major exchanges. Together, Robertson Stephens, Fleetboston Robertson Stephens International Ltd., and Robertson Stephens Evergreen
Securities Ltd. employ over 1,000 employees worldwide with offices in Boston, San Francisco, New York, Menlo Park, Chicago, London, and Tel Aviv.

The foregoing synopses are qualified in their entirety by the more detailed information contained in the full research reports, including the discussion of certain risks associated with an investment in the above-mentioned securities contained in "Investment Risks."

The information contained herein is not a complete analysis of every material fact respecting any company, industry or security. Although opinions and estimates expressed herein reflect the current judgment of FleetBoston Robertson
Stephens Inc., the information upon which such opinions and estimates are based is not necessarily updated on a regular basis; when it is, the date of the change in estimate will be noted. In addition, opinions and estimates are subject to change without notice. This Report contains forward-looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, those discussed in "Investment Risks." FleetBoston Robertson Stephens Inc. from time to time performs corporate finance or other services for some companies
described herein and may occasionally possess material, nonpublic information regarding such companies. This information is not used in the preparation of the
opinions and estimates herein. While the information contained in this Report and the opinions contained herein are based on sources believed to be reliable, FleetBoston Robertson Stephens Inc. has not independently verified the facts, assumptions and estimates contained in this Report. Accordingly, no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions contained in this Report. FleetBoston Robertson Stephens Inc., its managing directors, its affiliates, and/or its employees may
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Chemdex and Commerce One Team Up to Provide Integrated B2B Solutions

Chemdex Creates Seamless Integration Between Chemdex Marketplaces And Commerce One Solutions

MOUNTAIN VIEW and WALNUT CREEK, Calif., Feb. 14 /PRNewswire/ --

Chemdex(TM) Corporation (Nasdaq: CMDX - news), a leading business-to-business (B2B) e-commerce solutions provider for industry-specific markets, and Commerce One (Nasdaq: CMRC - news), a leader in global e-commerce solutions for business, today announced that they have partnered to provide seamless integration between Chemdex marketplaces and Commerce One solutions. Integrated B2B solutions increase efficiency by providing enterprise customers with access to online marketplaces and a full range of purchasing functions, such as requisitioning, approval, order tracking and receiving, from a single desktop.

This partnership is a significant addition to the Chemdex MarketLink Program, which allows Chemdex to work with industry partners to deliver easy, transparent access from Chemdex marketplaces to customers` existing procurement and enterprise resource planning (ERP) applications. Additionally, Chemdex uses MarketLink tools and adapters to accelerate the systems integration needed to provide connectivity through the entire purchasing process.

``We are pleased to welcome Commerce One as a MarketLink partner,`` said Robin Abrams, COO of Chemdex. ``Our mutual enterprise customers will see tremendous benefit from the seamless integration of Commerce One BuySite(TM) e-procurement application and Commerce One MarketSite(TM) Portal Solution with Chemdex marketplaces. Working together, we can serve our large enterprise customers, ranging from pharmaceutical companies to oil field services, by helping them adopt new marketplace solutions while leveraging existing investments in technology.``

Chemdex MarketLink technology links with a variety of applications and formats through Extensible Mark-up Language (XML) and Electronic Data Interchange (EDI). By building on these industry-accepted e-commerce standards, Chemdex speeds up integration with a broad range of purchasing applications and ERP systems.

``The partnership with Chemdex represents a significant extension of Commerce One`s MarketSite trading services,`` said Chuck Donchess, executive vice president and chief strategy officer, Commerce One. ``We believe that our common commitment to providing open platforms helps us work together at the lightning speed required of B2B leaders.``

Through its robust XML-based technology, Commerce One MarketSite links trading partners in an open environment that allows multiple buying and selling applications to interact. Through MarketSite, Internet market makers and industry leaders worldwide can quickly build and deploy their own B2B e-marketplaces and link them to the Commerce One Global Trading Web(TM).

4900 Prozent Wachstum

Nach einer am Mittwoch veröffentlichten Studie der Marktforscher von Gartner Group wird der Business-to-Business-Markt bis zum Jahr 2004 auf $7,3 Billionen wachsen. Das ist 50 mal mehr als im Jahr 1999, als das Gesamtvolumen bei $145 Milliarden lag. Mit Business-to-Business (B2B) wird der elektronische Handel zwischen Unternehmen bezeichnet. Dieser soll Unternehmen helfen, Kosten bei der Materialbeschaffung oder dem Verkauf ihrer Waren zu sparen.

“Die B2B-Explosion steht kurz bevor. Sie wird angetrieben durch ein brisantes Gemisch aus Investmentfinanzierungen, Ausgaben im IT-Bereich und einer Euphorie, die in Neugründungen und eCommerce-Initiativen etablierter Unternehmen fließen wird,“ sagte Leah Knight, die Leiterin der Studie. Katalysatoren für diese Entwicklung sind „eMarket-Maker“ wie Ariba (Nasdaq: ARBA Kurs / Chart ; News) oder Commerce One (Nasdaq: CMRC Kurs / Chart ; News). Diese Firmen bieten elektronische Systeme, die den teilnehmenden Unternehmen den weltweiten Kauf und Verkauf von Waren ermöglicht.

Der Anteil des B2B-Marktes am gesamten Welthandel im Jahr 2004 von $105 Billionen wird laut der Gartner-Studie 7 Prozent betragen. eMarket-Maker werden Transaktionen in Höhe von $2,71 Billionen abwickeln. Das sind 37 Prozent des B2B-Marktes und 2,6 Prozent des Welthandels.


Wie man an dem Chart erkennen kann, geht der Kurs der Aktie seit Januar 2000 stufenweise nach oben.


White House 2000

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