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Hallo,
im Februar könnte es was werden - für alle, die auf die IPO von WEBM warten.
PRICING DATE: Week of Feb. 7
WEBMETHODS, INC.(WEBM)
3877 FAIRFAX RIDGE RD., FOURTH FLOOR
FAIRFAX, VA, 22030
PHONE: (703) 460-2500
http://www.webmethods.com
Business infrastructure software
SIC CODE: 7372 - Prepackaged software
EXCHANGE: NASDAQ
FORM FILED: S-1
TOTAL SHARES: *TBA*
PRICE: *TBA*
EST. OFFERING EXPENSES: *TBA*
MAX. OFFERING AMOUNT: $45,000,000
1999 REVENUE: $4,462,000
1999 NET INCOME (LOSS): ($3,296,000)
FISCAL YEAR END: 03/31
EMPLOYEES: 150
INCORPORATED IN DELAWARE
LEAD UNDERWRITER: Morgan Stanley Dean Witter
CO-UNDERWRITER: Merrill Lynch & Co.
CO-UNDERWRITER: Dain Rauscher Wessels
CO-UNDERWRITER: Friedman, Billings, Ramsey & Co., Inc.
UNDERWRITER`S LAW FIRM: Davis Polk & Wardwell
ISSUERS LAW FIRM: Shaw Pittman
AUDITOR: PricewaterhouseCoopers LLP
TRANSFER AGENT: American Stock Transfer & Trust Company
MANAGEMENT
Phillip Merrick, Chief Executive Officer
Age: 37, Compensation: $101,578 (1999)
Mary Dridi, Chief Financial Officer
Age: 38
BUSINESS DESCRIPTION
We are a leading provider of infrastructure software and services
that allow companies to achieve business-to-businessintegration, or
B2Bi. B2Bi software is a new category of software that enables
companies to work more closely with theircustomers, suppliers and
business partners through the real-time exchange of information and
transactions. Our softwaresolution, webMethods B2B, permits our
customers to rapidly and cost effectively deploy new, real-time
business-to-businesse-commerce applications over the Internet by
integrating their existing enterprise applications with those of
theircustomers, suppliers and other business partners. Our
customers can use our software to achieve varying levels
ofintegration, from integration with a single business partner to
full integration across an entire trading network. Webelieve that
our solution provides companies with a number of benefits,
including increased revenue opportunities, tighterrelationships
with customers, suppliers and other business partners, improved
supply chain efficiencies and increased returnon investment on
existing technology. Our software supports a broad range of current
and emerging business-to-business, or B2B, communication
standards,which allows the benefits of a company`s internally
focused enterprise applications to be extended to its business
partnersregardless of existing technology infrastructure. In
addition, because our software operates with many disparate systems
andsupports a range of B2B communication standards, it can be
implemented across a network of business partners, without longand
expensive implementation cycles and without the need for consensus
among business partners regarding communicationstandards. A key
element of our sales and marketing strategy is to leverage the
relationships that we have developed with ourcustomers and business
partners. We believe that providing solutions to B2B e-commerce
leaders will increase customerawareness, stimulating demand. As of
October 31, 1999, we had over 100 customers including Dell, DHL,
Dun & Bradstreet,W.W. Grainger, Hewlett Packard, Lexmark and
Occidental Chemical. In addition, we have established strategic
relationshipswith leading B2B e-commerce marketplaces such as
mySAP.com, the Ariba Network, Clarus Supplier Universe,
Grainger.com,OrderZone.com, VerticalNet and Intelisys.
USE OF PROCEEDS
For working capital and general corporate purposes.
COMPETITION
The market for B2Bi solutions is rapidly changing and intensely
competitive and is likely to become more competitiveas the number
of entrants and new technologies increases. While none of our
competitors or potential competitors currentlyproduces a solution
that is identical to ours, we are subject to current or potential
competition from large softwarevendors; B2B marketplaces that
develop their own B2B integration solutions; certain EDI vendors;
and vendors of proprietaryEAI and application server products, such
as Extricity and Bluestone, who have added XML capabilities to
their products. Inaddition, our customers and other companies with
whom we have strategic relationships may become competitors in the
future. We believe that the principal competitive factors affecting
our market include breadth and depth of solution,interoperability
of solution with existing applications, a substantial base of
customers and strategic alliances, coretechnology, product quality
and performance, product features (including security), customer
service, and speed and ease ofdeployment. Although we believe our
solution currently competes favorably with respect to these
factors, our market isrelatively new and evolving rapidly. We may
not be able to maintain our competitive position against current
and potentialcompetitors, especially those with significantly
greater financial, marketing, service, support, technical and
otherresources. Some large potential competitors have longer
operating histories, larger customer bases, greater brand
recognition,and significantly greater financial, marketing and
other resources than we do and may enter strategic or
commercialrelationships with larger, more established and
well-financed companies. Some of our competitors may be able to
securealliances with customers and affiliates on more favorable
terms, devote greater resources to marketing and
promotionalcampaigns and devote substantially more resources to
systems development than we do. In addition, new technologies and
theexpansion of existing technologies may increase competitive
pressures on us. We may not be able to compete successfullyagainst
current and future competitors, and competitive pressures faced by
us could harm our business, operating results andfinancial
condition.
german
im Februar könnte es was werden - für alle, die auf die IPO von WEBM warten.
PRICING DATE: Week of Feb. 7
WEBMETHODS, INC.(WEBM)
3877 FAIRFAX RIDGE RD., FOURTH FLOOR
FAIRFAX, VA, 22030
PHONE: (703) 460-2500
http://www.webmethods.com
Business infrastructure software
SIC CODE: 7372 - Prepackaged software
EXCHANGE: NASDAQ
FORM FILED: S-1
TOTAL SHARES: *TBA*
PRICE: *TBA*
EST. OFFERING EXPENSES: *TBA*
MAX. OFFERING AMOUNT: $45,000,000
1999 REVENUE: $4,462,000
1999 NET INCOME (LOSS): ($3,296,000)
FISCAL YEAR END: 03/31
EMPLOYEES: 150
INCORPORATED IN DELAWARE
LEAD UNDERWRITER: Morgan Stanley Dean Witter
CO-UNDERWRITER: Merrill Lynch & Co.
CO-UNDERWRITER: Dain Rauscher Wessels
CO-UNDERWRITER: Friedman, Billings, Ramsey & Co., Inc.
UNDERWRITER`S LAW FIRM: Davis Polk & Wardwell
ISSUERS LAW FIRM: Shaw Pittman
AUDITOR: PricewaterhouseCoopers LLP
TRANSFER AGENT: American Stock Transfer & Trust Company
MANAGEMENT
Phillip Merrick, Chief Executive Officer
Age: 37, Compensation: $101,578 (1999)
Mary Dridi, Chief Financial Officer
Age: 38
BUSINESS DESCRIPTION
We are a leading provider of infrastructure software and services
that allow companies to achieve business-to-businessintegration, or
B2Bi. B2Bi software is a new category of software that enables
companies to work more closely with theircustomers, suppliers and
business partners through the real-time exchange of information and
transactions. Our softwaresolution, webMethods B2B, permits our
customers to rapidly and cost effectively deploy new, real-time
business-to-businesse-commerce applications over the Internet by
integrating their existing enterprise applications with those of
theircustomers, suppliers and other business partners. Our
customers can use our software to achieve varying levels
ofintegration, from integration with a single business partner to
full integration across an entire trading network. Webelieve that
our solution provides companies with a number of benefits,
including increased revenue opportunities, tighterrelationships
with customers, suppliers and other business partners, improved
supply chain efficiencies and increased returnon investment on
existing technology. Our software supports a broad range of current
and emerging business-to-business, or B2B, communication
standards,which allows the benefits of a company`s internally
focused enterprise applications to be extended to its business
partnersregardless of existing technology infrastructure. In
addition, because our software operates with many disparate systems
andsupports a range of B2B communication standards, it can be
implemented across a network of business partners, without longand
expensive implementation cycles and without the need for consensus
among business partners regarding communicationstandards. A key
element of our sales and marketing strategy is to leverage the
relationships that we have developed with ourcustomers and business
partners. We believe that providing solutions to B2B e-commerce
leaders will increase customerawareness, stimulating demand. As of
October 31, 1999, we had over 100 customers including Dell, DHL,
Dun & Bradstreet,W.W. Grainger, Hewlett Packard, Lexmark and
Occidental Chemical. In addition, we have established strategic
relationshipswith leading B2B e-commerce marketplaces such as
mySAP.com, the Ariba Network, Clarus Supplier Universe,
Grainger.com,OrderZone.com, VerticalNet and Intelisys.
USE OF PROCEEDS
For working capital and general corporate purposes.
COMPETITION
The market for B2Bi solutions is rapidly changing and intensely
competitive and is likely to become more competitiveas the number
of entrants and new technologies increases. While none of our
competitors or potential competitors currentlyproduces a solution
that is identical to ours, we are subject to current or potential
competition from large softwarevendors; B2B marketplaces that
develop their own B2B integration solutions; certain EDI vendors;
and vendors of proprietaryEAI and application server products, such
as Extricity and Bluestone, who have added XML capabilities to
their products. Inaddition, our customers and other companies with
whom we have strategic relationships may become competitors in the
future. We believe that the principal competitive factors affecting
our market include breadth and depth of solution,interoperability
of solution with existing applications, a substantial base of
customers and strategic alliances, coretechnology, product quality
and performance, product features (including security), customer
service, and speed and ease ofdeployment. Although we believe our
solution currently competes favorably with respect to these
factors, our market isrelatively new and evolving rapidly. We may
not be able to maintain our competitive position against current
and potentialcompetitors, especially those with significantly
greater financial, marketing, service, support, technical and
otherresources. Some large potential competitors have longer
operating histories, larger customer bases, greater brand
recognition,and significantly greater financial, marketing and
other resources than we do and may enter strategic or
commercialrelationships with larger, more established and
well-financed companies. Some of our competitors may be able to
securealliances with customers and affiliates on more favorable
terms, devote greater resources to marketing and
promotionalcampaigns and devote substantially more resources to
systems development than we do. In addition, new technologies and
theexpansion of existing technologies may increase competitive
pressures on us. We may not be able to compete successfullyagainst
current and future competitors, and competitive pressures faced by
us could harm our business, operating results andfinancial
condition.
german
Hallo german
Ipodate webmethods 10/11 .2
Da ich no nie an der Nasdaq gekauft habe ,kannst du mir vielleicht ein paar Tips geben(Vielleicht hast du auch ein Konto bei der DAB,Comdirect oder Bank24)
Deine Meinung zu Backweb würde mich interessieren.Überlege mit 20% + auszusteigen.
[email]KalamaAT.knuut.de[/email]
Danken für eine Antwort im voraus verbleibe ich mit MFG
AT
Ipodate webmethods 10/11 .2
Da ich no nie an der Nasdaq gekauft habe ,kannst du mir vielleicht ein paar Tips geben(Vielleicht hast du auch ein Konto bei der DAB,Comdirect oder Bank24)
Deine Meinung zu Backweb würde mich interessieren.Überlege mit 20% + auszusteigen.
[email]KalamaAT.knuut.de[/email]
Danken für eine Antwort im voraus verbleibe ich mit MFG
AT
Stocktracker Daily v. internet.com von heute
WebMethods` IPO Relying On `X` Factor
February 9, 2000 - To survive in the increasingly crowded markets for
business-to-business software and services, Internet companies must
stand out from the competition in a meaningful way that attracts
customers.
webMethods, one of several Internet companies slated to go public this
week, thinks it has that competitive edge by offering software based on Extensible Markup Language, or XML.
XML is a computer language that allows users a flexible way to create
online formats for presenting information and data. Supporters of XML,
which has become a Web standard, say it will make online transactions
easier and less costly.
And there are many XML supporters. Major corporations and start-ups are shipping or planning to ship products that support the language.
Is XML the next Linux? It`s too early to tell, but if you think so,
webMethods may be a good bet. The company is offering 4.1 million shares of common stock in the $11 to $13 price range under the Nasdaq symbol WEBM. Lead underwriter is A-lister Morgan Stanley Dean Witter.
Even if the market doesn`t know XML from XYZ, demand for another B2B
offering should guarantee a strong debut for WEBM. Don`t be surprised by
an opening-day gain of 300% or more.
Longer-term, the outlook is less clear. A number of B2B software
competitors have a head start on webMethods, which didn`t release its
first product until June 1998. With $4.5 million in revenues last year,
webMethods lags far behind companies such as Open Market (OMKT)($83
million) and InterWorld (INTW) ($40.5 million).
Further, webMethods relies excessively on one customer, SAP AG, which
accounted for 31 percent of its revenues in the nine months ended Dec.
31, 1999.
And unlike most companies that offer software licenses on a perpetual
basis - collecting payment when the license is granted - webMethods has
issued two-year licenses that require another payment upon renewal. If
XML`s popularity grows, the move should give the company a recurring
revenue stream. If another technology replaces XML, or even if the
industry fails to embrace the language fully, webMethods could be facing
serious customer churn as early as this June.
german
WebMethods` IPO Relying On `X` Factor
February 9, 2000 - To survive in the increasingly crowded markets for
business-to-business software and services, Internet companies must
stand out from the competition in a meaningful way that attracts
customers.
webMethods, one of several Internet companies slated to go public this
week, thinks it has that competitive edge by offering software based on Extensible Markup Language, or XML.
XML is a computer language that allows users a flexible way to create
online formats for presenting information and data. Supporters of XML,
which has become a Web standard, say it will make online transactions
easier and less costly.
And there are many XML supporters. Major corporations and start-ups are shipping or planning to ship products that support the language.
Is XML the next Linux? It`s too early to tell, but if you think so,
webMethods may be a good bet. The company is offering 4.1 million shares of common stock in the $11 to $13 price range under the Nasdaq symbol WEBM. Lead underwriter is A-lister Morgan Stanley Dean Witter.
Even if the market doesn`t know XML from XYZ, demand for another B2B
offering should guarantee a strong debut for WEBM. Don`t be surprised by
an opening-day gain of 300% or more.
Longer-term, the outlook is less clear. A number of B2B software
competitors have a head start on webMethods, which didn`t release its
first product until June 1998. With $4.5 million in revenues last year,
webMethods lags far behind companies such as Open Market (OMKT)($83
million) and InterWorld (INTW) ($40.5 million).
Further, webMethods relies excessively on one customer, SAP AG, which
accounted for 31 percent of its revenues in the nine months ended Dec.
31, 1999.
And unlike most companies that offer software licenses on a perpetual
basis - collecting payment when the license is granted - webMethods has
issued two-year licenses that require another payment upon renewal. If
XML`s popularity grows, the move should give the company a recurring
revenue stream. If another technology replaces XML, or even if the
industry fails to embrace the language fully, webMethods could be facing
serious customer churn as early as this June.
german
ups!
WebMethods raises IPO price to $28-$30 per share
WASHINGTON, Feb 10 (Reuters) - WebMethods Inc. said on Thursday it had nearly tripled its projected price range for its initial public offering to $28-$30 per share from the $11-$13 a share range set on Jan. 24.
The Fairfax, Va.-based company did not say in the amended prospectus filed with the Securities and Exchange Commission t what it would likely net from the 4.1 million shares of common stock sold in the new price range. The stock is set to begin trade on Friday.
It previously had estimated to net $44.6 million after expenses.
WebMethods offers software that allows companies to work closer with customers and suppliers and has applied to list its shares on Nasdaq under the symbol ``WEBM`` (NasdaqNM:WEBM - news) once it goes public.
After the offering there will be about 31.2 million shares of common stock outstanding in the company, putting its initial market capitalization at about $904.8 million based on a $29 per share initial price, the midpoint of the new range.
WebMethods said it plans to use the net proceeds from the IPO for research and development, sales and marketing, working capital and general corporate purposes.
Morgan Stanley Dean Witter, Merrill Lynch & Co., Dain Rauscher Wessels and Friedman Billings Ramsey are the underwriters for the offering.
------------------------------------------------------------------------SCHLUCK...
german
WebMethods raises IPO price to $28-$30 per share
WASHINGTON, Feb 10 (Reuters) - WebMethods Inc. said on Thursday it had nearly tripled its projected price range for its initial public offering to $28-$30 per share from the $11-$13 a share range set on Jan. 24.
The Fairfax, Va.-based company did not say in the amended prospectus filed with the Securities and Exchange Commission t what it would likely net from the 4.1 million shares of common stock sold in the new price range. The stock is set to begin trade on Friday.
It previously had estimated to net $44.6 million after expenses.
WebMethods offers software that allows companies to work closer with customers and suppliers and has applied to list its shares on Nasdaq under the symbol ``WEBM`` (NasdaqNM:WEBM - news) once it goes public.
After the offering there will be about 31.2 million shares of common stock outstanding in the company, putting its initial market capitalization at about $904.8 million based on a $29 per share initial price, the midpoint of the new range.
WebMethods said it plans to use the net proceeds from the IPO for research and development, sales and marketing, working capital and general corporate purposes.
Morgan Stanley Dean Witter, Merrill Lynch & Co., Dain Rauscher Wessels and Friedman Billings Ramsey are the underwriters for the offering.
------------------------------------------------------------------------SCHLUCK...
german
hallo boarder,
hallo german,
ich hoffe, daß alle sitzen: aktueller kurs 196 $. ich bin sprachlos.
viele grüße
gourmet
hallo german,
ich hoffe, daß alle sitzen: aktueller kurs 196 $. ich bin sprachlos.
viele grüße
gourmet
200 US-Dollar - plus 460% bei der IPO
An gourmet - Surfer stehen (und fallen ins Wasser) - Online-Surfer sitzen (und fallen vom Hocker).
german
An gourmet - Surfer stehen (und fallen ins Wasser) - Online-Surfer sitzen (und fallen vom Hocker).
german
Schlußkurs - ups - offener Mund und Staunen
By Tiffany Kary ZDII
WebMethods (Nasdaq: WEBM), an XML-based business-to-business software company, closed up 177 5/8, or 508 percent, to 212 5/8 Friday after pricing its shares at $35 a piece.
The stock soared as high as 215 in early trading.
The company`s 4.1 million share offering had been expected to be priced between $11 to $13 per share through lead underwriter Morgan Stanley.
"It`s pure B2B, and that sector`s on fire," said Kennan Pollock of IPO Central. Ariba (Nasdaq: ARBA), PurchasePro (Nasdaq: PPRO) and others like it have been exploding, he said.
The other thing webMethods has going for it is XML, Pollock said. That and its B2B tag should give the stock a "double-whammy."
"XML is one of those buzzwords that hasn`t seeped into the investor lexicon yet. It hasn`t been brought to fruition, but it will later this year," Pollock said. XML, or Extensible Markup Language is a more flexible format than HTML, tags to be defined by the web site developer, and enabling Web pages to function like database records.
Like most IPOs, webMethods` losses outpace its revenue. For the nine months ended December 31, webMethods lost $20.2 million on revenue of $12.6 million, compared to a loss of $2.7 million on revenue of $2.2 million in the 1998 period.
The company currently gets all its revenue from licensing its webMethods B2B software and providing related professional services, maintenance and support.
The company also said it relied upon one customer for 31 percent of revenue in the 9 months ended December 31, and its relationship with SAP AG (NYSE: SAP) is also critical to business. In March 1999, it entered a development partner agreement with SAP AG, whereby SAP AG provides webMethods endorses its software to its customers.
WebMethods` competitors include large software vendors, companies that develop their own business-to-business e-commerce integration, electronic data interchange, or EDI, vendors, and application server vendors who have added XML capabilities to their products.
Ich bitte um baldige Gewinnmitnahmen der derzeitigen Eigner - und frage mich, ob die wohl so dumm sein werden ???
german
By Tiffany Kary ZDII
WebMethods (Nasdaq: WEBM), an XML-based business-to-business software company, closed up 177 5/8, or 508 percent, to 212 5/8 Friday after pricing its shares at $35 a piece.
The stock soared as high as 215 in early trading.
The company`s 4.1 million share offering had been expected to be priced between $11 to $13 per share through lead underwriter Morgan Stanley.
"It`s pure B2B, and that sector`s on fire," said Kennan Pollock of IPO Central. Ariba (Nasdaq: ARBA), PurchasePro (Nasdaq: PPRO) and others like it have been exploding, he said.
The other thing webMethods has going for it is XML, Pollock said. That and its B2B tag should give the stock a "double-whammy."
"XML is one of those buzzwords that hasn`t seeped into the investor lexicon yet. It hasn`t been brought to fruition, but it will later this year," Pollock said. XML, or Extensible Markup Language is a more flexible format than HTML, tags to be defined by the web site developer, and enabling Web pages to function like database records.
Like most IPOs, webMethods` losses outpace its revenue. For the nine months ended December 31, webMethods lost $20.2 million on revenue of $12.6 million, compared to a loss of $2.7 million on revenue of $2.2 million in the 1998 period.
The company currently gets all its revenue from licensing its webMethods B2B software and providing related professional services, maintenance and support.
The company also said it relied upon one customer for 31 percent of revenue in the 9 months ended December 31, and its relationship with SAP AG (NYSE: SAP) is also critical to business. In March 1999, it entered a development partner agreement with SAP AG, whereby SAP AG provides webMethods endorses its software to its customers.
WebMethods` competitors include large software vendors, companies that develop their own business-to-business e-commerce integration, electronic data interchange, or EDI, vendors, and application server vendors who have added XML capabilities to their products.
Ich bitte um baldige Gewinnmitnahmen der derzeitigen Eigner - und frage mich, ob die wohl so dumm sein werden ???
german
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
hi, go2web
wenn ich sie hätte (war mir zu teuer), würde ich sie in Abhängigkeit vom Nasdaq beobachten. So mutig war ich nicht und habe WEBM nicht weiter verfolgt.
Bei den unsicheren Zeiten sind 50% Plus in der kurzen Zeit nicht zu verachten - kann verstehen, daß der Zeigfinger auf dem Verkaufsknopf unruhig wird. Bei längerfristiger Haltedauer würde ich nichts tun.
Glückwunsch - das Risiko wurde belohnt.
german
wenn ich sie hätte (war mir zu teuer), würde ich sie in Abhängigkeit vom Nasdaq beobachten. So mutig war ich nicht und habe WEBM nicht weiter verfolgt.
Bei den unsicheren Zeiten sind 50% Plus in der kurzen Zeit nicht zu verachten - kann verstehen, daß der Zeigfinger auf dem Verkaufsknopf unruhig wird. Bei längerfristiger Haltedauer würde ich nichts tun.
Glückwunsch - das Risiko wurde belohnt.
german
Was meint ihr? Aktueller Kurs 188$. Das sind zwar immer noch gut 500% Plus zum Ausgabepreis, aber vom ATH(336$) auch schon wieder 50% entfernt. Sollte man mal eine kleine Position riskieren? Oder noch warten bis ein echter Boden gefunden ist?
MfG MRR
MfG MRR
das ding würde ich in der jetzigen technischen situation nicht anfassen.
WEBM sieht mir nach middleware-zeugs aus, gewisse parallelen zu Mosaic. Unternehmen, die Übernahmen in die Planzahlen einrechnen, lehne ich generell ab. daher nicht Mosaic.
Diese middleware-software hat aber große zukunft wie ich meine. B2B-e-commerce wird auf virtuellen Marktplätzen stattfinden. doch neben dem e-commerce gibt es ja auch die generelle frage der rationalisierung der verwaltung. dafür könnten unternehmen xml-basierte software für den daten/dokumentenaustausch gebrauchen.
richtig ?
WEBM sieht mir nach middleware-zeugs aus, gewisse parallelen zu Mosaic. Unternehmen, die Übernahmen in die Planzahlen einrechnen, lehne ich generell ab. daher nicht Mosaic.
Diese middleware-software hat aber große zukunft wie ich meine. B2B-e-commerce wird auf virtuellen Marktplätzen stattfinden. doch neben dem e-commerce gibt es ja auch die generelle frage der rationalisierung der verwaltung. dafür könnten unternehmen xml-basierte software für den daten/dokumentenaustausch gebrauchen.
richtig ?
Hallo,
jetzt krame ich den alten Thread doch noch mal hervor.
Hatte WEBM auf meiner Watchlist und nach dem gestrigen nochmaligen Kursrückgang um knapp 30% auf ca. 63 $ (von 300 $ ATH) winken Einstiegskurse, so sehe ich es zumindest.
Wem geht es ähnlich? Über aktuelle EInschätzungen freue ich mich, da mir der damalige Eröffnungskurs zu hoch war (zu Recht, wie man unschwer sieht).
Ich hatte die News der Firma nach IPO nicht weiter verfolgt.
DANKE - german
jetzt krame ich den alten Thread doch noch mal hervor.
Hatte WEBM auf meiner Watchlist und nach dem gestrigen nochmaligen Kursrückgang um knapp 30% auf ca. 63 $ (von 300 $ ATH) winken Einstiegskurse, so sehe ich es zumindest.
Wem geht es ähnlich? Über aktuelle EInschätzungen freue ich mich, da mir der damalige Eröffnungskurs zu hoch war (zu Recht, wie man unschwer sieht).
Ich hatte die News der Firma nach IPO nicht weiter verfolgt.
DANKE - german
Hallo, ich habe Webmethods schon seit dem 1. Börsentag, habe gestern nochmal nachgelegt und werde auch nächste Woche meine restlichen Cashpositionen vollständig in Webmethods und Sina.com verbraten.
Webmethods hat seit dem IPO seine Rolle als führende B2Bi-Softwarefirma eigentlich nicht nur behauptet, sondern ausgebaut. Neue oder erweiterte Allianzen unter anderem mit Ariba(bevorzugter B2Bi-Partner), Commerce One oder Ventro. Neue Kunden sind z.B Juniper Networks, FedEx oder Staples. Der rapide Kursverfall ist meiner Meinung nach darauf zurückzuführen, daß Webmethods noch keine charttechn. Historie und somit keine Unterstützungslinien hat. Desweiteren fallen in Phasen, wie wir sie jetzt an der Börse haben, Werte mit wenig Substanz am meisten (siehe auch Akamai u.a.). Dafür steigen solche Werte in Boomphasen eben auch am meisten an. Da sich die Fundamentaldaten bisher mit jeder Nachricht verbessert haben, Webm seine Marktführerschaft konsequent ausbaut und sich XML langsam als B2Bi-Standard etabliert, dürfte jetzt eine gute Einstiegsmöglichkeit für Neueinsteiger bzw. Nachkaufmöglichkeit gekommen sein.
Allerdings werde ich meine Nachkäufe über die ganze Woche verteilen, da sich Webm zum Ende der Woche(bei weiterhin schwacher Nasdaq) durchaus auch auf dem IPO-Preis von knapp 40 $ befinden kann.
Trotzdem, langfristig wird man sehr viel Freude mit Webm haben, da sie Marktführer in einer Internet-Subbranche sind und im B2B-Sektor zu den Infrastrukturunternehmen zählen. Und in der Telekommunikationsbranche haben sich die führenden Infrastrukturunternehmen auch besser entwickelt als die eigentlichen Telekommunikationsfirmen.
the firefighter
Webmethods hat seit dem IPO seine Rolle als führende B2Bi-Softwarefirma eigentlich nicht nur behauptet, sondern ausgebaut. Neue oder erweiterte Allianzen unter anderem mit Ariba(bevorzugter B2Bi-Partner), Commerce One oder Ventro. Neue Kunden sind z.B Juniper Networks, FedEx oder Staples. Der rapide Kursverfall ist meiner Meinung nach darauf zurückzuführen, daß Webmethods noch keine charttechn. Historie und somit keine Unterstützungslinien hat. Desweiteren fallen in Phasen, wie wir sie jetzt an der Börse haben, Werte mit wenig Substanz am meisten (siehe auch Akamai u.a.). Dafür steigen solche Werte in Boomphasen eben auch am meisten an. Da sich die Fundamentaldaten bisher mit jeder Nachricht verbessert haben, Webm seine Marktführerschaft konsequent ausbaut und sich XML langsam als B2Bi-Standard etabliert, dürfte jetzt eine gute Einstiegsmöglichkeit für Neueinsteiger bzw. Nachkaufmöglichkeit gekommen sein.
Allerdings werde ich meine Nachkäufe über die ganze Woche verteilen, da sich Webm zum Ende der Woche(bei weiterhin schwacher Nasdaq) durchaus auch auf dem IPO-Preis von knapp 40 $ befinden kann.
Trotzdem, langfristig wird man sehr viel Freude mit Webm haben, da sie Marktführer in einer Internet-Subbranche sind und im B2B-Sektor zu den Infrastrukturunternehmen zählen. Und in der Telekommunikationsbranche haben sich die führenden Infrastrukturunternehmen auch besser entwickelt als die eigentlichen Telekommunikationsfirmen.
the firefighter
Hallo dimstar,
sehe erst heute, dass Du geantwortet hast. Deinen Vergleich mit Mosaic halte ich für sehr interessant, da ich Mosaic im Depot habe, werde ich über WEBM erstmal den Mantel des Schweigens hüllen. Habe mich bei den US B2B Unternehmen vergangene Woche für VERT zum Aufbau einer ersten Position entschieden, natürlich zu früh aber was solls.
ARBA und CMRC werde ich indirekt über POET abdecken.
Ansonsten an alle: Was haltet ihr von FMKT, haben am Freitags Blutbad an der Nasdaq kaum noch verloren (~ minus 1 %). Gutes Zeichen für einen Boden, oder?
MfG MRR
sehe erst heute, dass Du geantwortet hast. Deinen Vergleich mit Mosaic halte ich für sehr interessant, da ich Mosaic im Depot habe, werde ich über WEBM erstmal den Mantel des Schweigens hüllen. Habe mich bei den US B2B Unternehmen vergangene Woche für VERT zum Aufbau einer ersten Position entschieden, natürlich zu früh aber was solls.
ARBA und CMRC werde ich indirekt über POET abdecken.
Ansonsten an alle: Was haltet ihr von FMKT, haben am Freitags Blutbad an der Nasdaq kaum noch verloren (~ minus 1 %). Gutes Zeichen für einen Boden, oder?
MfG MRR
An firefighter,
danke für die knappe und präzise Zusammenfassung - hilft mir sicher gut weiter. Motto dann: schaun wir mal ...
german
danke für die knappe und präzise Zusammenfassung - hilft mir sicher gut weiter. Motto dann: schaun wir mal ...
german
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