TA: SAP: Folgt jetzt eine deutliche Erholung? - 500 Beiträge pro Seite | Diskussion im Forum

[Nachrichten [wO]]

Die Aktie der SAP AG (WKN 716460) markierte Anfang Juli ein neues Dreijahrestief bei ca. 85,00 Euro. Aus charttechnischer Sicht ist kurzfristig eine deutliche Kurserholung denkbar. Dazu muss der Kurs aber zunächst einen Abwärtstrend nachhaltig brechen.

Quelle: MARKET MAKER

Nach einem Hoch Ende März bei ca. 175,00 Euro, gab die Aktie der SAP AG bis heute die gesamten Kursgewinne der vergangenen Monate wieder ab. Entlang einer kurzfristigen Abwärtstrendlinie verbilligte sich die Aktie auf aktuell 96,25 Euro. Während der steilen Abwärtsbewegung nahm der Kurs mehrere signifikante Unterstützungslinien und zeigte mehrmals kurze Konsolidierungsphasen. Außerdem war der Kurs die gesamte Abwärtsbewegung über, aus Sicht der Bollinger-Bänder, nach unten überdehnt. Derzeit ist ein unbestätigtes Doppeltief bei ca. 85,00 Euro zu erkennen, dessen Bestätigungslinie bei ca. 100,00 Euro verläuft.

Die Umsätze nahmen Ende Juni etwas zu. Anfang Juli waren sie dann aber wieder leicht rückläufig. Das 20 Tage-Momentum tendiert unterhalb der Basislinie seitwärts und notiert aktuell bei 85,7 Zählern. Der MACD ist mit -6,78 Zählern deutlich negativ. Er notiert vergleichsweise niedrig und kann kurzfristig eventuell ein neues Kaufsignal generieren. Der RSI ist mit 42 Prozent neutral. Ende Juni war er noch für kurze Zeit überverkauft.

Ausblick: Steigt die Aktie in den kommenden Tagen weiter nach oben und nimmt sie dabei die psychologisch wichtige Marke von 100,00 Euro, wäre damit ein Doppeltief bei ca. 85,00 Euro bestätigt. Anschließend stünde einer kontinuierlichen Kurserholung nichts mehr im Wege. Damit der Kurs die Umkehrformation bestätigen kann, muss er zunächst den kurzfristigen Abwärtstrend nachhaltig brechen. Anleger können die Aktie beobachten, sollten aber erst nach einer Bestätigung des Doppeltiefs investieren. Bereits investierte Anleger sollten die Aktie halten.

Wertpapiere des Artikels:
SAP AG ST O.N.


Autor: (© wallstreet:online AG / SmartHouse Media GmbH),19:16 07.07.2002

[posbi]

Vielleicht kann mal einer etwas über einen OS einen Tipp geben

[esla]

Vieles an der Darstellung der Chancen von SAP ist heiße Luft, denn in die vielversprechenden Bereiche Supply Chain Management und CRM dringt SAP kaum ein, außer mit Sprechblasen.

Im Bereich SCM schnappen die Töchter von Internet Capital, wie Snycra, Freeborders und Emptoris die Aufträge weg.

Dazu eine kleine Auswahl:

[esla]

Seht Euch einmal unten die Kundenliste von Freeborders an, die steht der von SAP im SCM-Bereich kaum nach. Und nun bedenkt, dass Freeborders nur eine von 44 Beteiligungen ist (allerdings nicht mit 100%) und SAP eine mehrhundertfache Marktkapitalisierung von Internet Capital hat.

J.Crew Selects Freeborders
Jump to first matched term

Companywide Deployment Follows Successful Pilot

SAN FRANCISCO, May 15 /PRNewswire/ -- Freeborders, a leading provider of Collaborative Product Management(TM) (CPM) solutions for the global retail industry, today announced that leading retailer, J.Crew, implemented Freeborders` iPDM software version 2.5 following a successful pilot.

iPDM enables companies to effectively manage the entire product development process from line assortment planning to product approval and selection. "Freeborders` Solutions are the most advanced retail product development solutions on the market. It is essential that we continue to reduce cycle-time through improved collaboration both internally and with our global trading partners," said Richard Zielinki, Vice President, Quality and Technical Services for J.Crew. The latest version of iPDM is also being leveraged by other large retailers including Williams-Sonoma and The Apparel Group (TAG).

J.Crew chose Freeborders` solution over their current GerberPDM application for its advanced capabilities and reputation for great service. "The retail industry is synonymous with competition, where every competitive advantage is vital to a company`s success," said Ramsey Walker, CEO of Freeborders. "iPDM gives retailers like J.Crew a strong advantage by increasing revenue through reduced cycle time, cutting design and development costs, and increasing control over their overall product development process."

About Freeborders

Freeborders, headquartered in San Francisco, with offices in Europe, Asia, Canada and Mexico, provides a Web-based collaborative software solution that addresses inefficiencies in the global retail supply chain. Freeborders` Collaborative Product Management (CPM) (TM) solution combines design, development, quality management and logistics applications with consulting services to optimize the profits of buyers and sellers. Bottom-line benefits are realized through reduction of inventory costs, operating expenses, and time to market, resulting in increased revenue. Freeborders` solutions are used by over 300 customers in 26 countries including Liz Claiborne, Levi Strauss & Co., Nike, Gap, Target, Ann Taylor, Williams-Sonoma, Eddie Bauer, Woolrich, Gymboree, J.Crew, Saks, L.L.Bean, Lands` End and Dillard`s.

MAKE YOUR OPINION COUNT - Click Here http://tbutton.prnewswire.com/prn/11690X63804862

[esla]

Syncra ist der neue Technologieführer, hier eine ausführlichere Beschreibung aus der Zeitschrift JavaSunOn.

Interessant sind die Aussagen der Mananger von Hitachi und Georgia Pacific, aber auch die die Aussage vom bedeutenden Beratungsunternehmen Gartener.

(Please note: Content on this page was provided by a party external to Sun.)

June 25, 2002, 08:00 AM

Syncra Systems Announces Next Generation Supply Chain Visibility And Collaboration Platform



ScreamingMedia, PR NEWSWIRE BOSTON




CHICAGO, Retail Systems Conference, June 25 /PRNewswire/ -- Syncra Systems, Inc., a premier provider of supply chain intelligence and collaboration solutions and the leader in Collaborative Planning, Forecasting and Replenishment (CPFR®) implementations, today announced the availability of Syncra Xt™ Version 4.0. With its extensive feature set, analytic capabilities, scalability to the largest collaborative environments, and ability to manage, visualize and align supply chain data from virtually any source, Version 4.0 extends Syncra`s leadership position in the delivery of Internet-based, supply chain collaboration applications. This new version also expands Syncra`s industry reach beyond its core strengths in the consumer packaged goods and retail industries.

Syncra`s next generation Version 4.0 collaboration platform offers improvements in both scalability and core functionality, which are critical to supporting large scale, multi-tier deployments. In addition, its true inter- enterprise data model distinguishes it from ERP and SCM intra-enterprise products that have been "patched" to look inter-enterprise.

Highlights of the release include:

* Introduction of Syncra Analyzer™, a multi-dimensional ad hoc analysis and reporting tool specifically designed for inter-enterprise data
analysis over the web.

* Significant expansion of Syncra Xt`s robust exception management capabilities, including automatic exception resolution rules to further
deliver a scalable collaborative process.

* Seamless integration of Syncra Replenishment Planning™ 4.0 and Syncra Demand™ 4.0, new supply chain collaboration modules for
collaborative order planning and demand forecasting.

* Greatly expanded feature sets for both Syncra Demand and Syncra Replenishment Planning, including interactive top-down and bottom-up
plan generation.

Syncra Xt delivers flexible data integration, management and visualization capabilities, coupled with a high-performance exception engine capable of processing vast amounts and types of internal and external supply chain and customer relationship data. These features position Syncra Xt Version 4.0 at the forefront of the industry as adoption shifts from pilot projects to large- scale deployment.

The new features and functionalities incorporated into Syncra Xt Version 4.0 are the result of a close working partnership between Syncra and several of its most strategic customers. These include members of Syncra`s Customer Advisory Group such as Kraft, Kimberly-Clark Corporation, The Gillette Company, Georgia-Pacific, S.C. Johnson, Procter & Gamble and Unilever, as well as an array of strategic partners such as Hitachi and Transora.

Commenting on this release and Syncra`s leadership position in the supply chain collaboration market, Fumio Wakamori, Ph.D., General Manager, Information & Network Services at Hitachi, Ltd. stated, "Collaborative business practices are critical to enhancing the efficiency of Japanese supply chains. We see Syncra as a strategic partner as we roll out customer-facing initiatives to our TWX-21 trading exchange clients."

"Syncra has done a great job in the development of Version 4.0," said Hayes Shimp, Manager, Sales Technology and eCommerce at Georgia-Pacific. "Enhancements and new functionality have been driven by our needs and those of our key trading partners. As we rollout to an even greater number of our retailer trading partners, the new release will speed up our collaborative processes and greatly increase our efficiency."

"Our customers are moving towards large scale deployments across increasingly larger trading partner communities and need greater collaborative capabilities to support their entire supply chains from raw material providers, to manufacturers, to retailers. We developed Syncra Xt Version 4.0 in response to their needs," said Jeffrey Stamen, chief executive officer, Syncra Systems. "This release extends our technology and market leadership over our competitors who are still struggling to address their pilot customers` most basic one-to-one collaborative relationships. Version 4.0 underscores our continued commitment to provide our customers and their trading partners with the industry`s most scalable, best-performing, and functionally-rich supply chain visibility and collaboration solution on the market."

"Scalability of the CPFR application, as well as scalability of the collaborative business process, are key hurdles for CPG manufacturers and retailers to overcome in sparking CPFR adoption across a broad set of trading partners on a global basis," commented Andrew White, Research Director, Gartner Inc. "Users should look to proof-points of scalability in their solution partners as they will be the key technology and process enablers for better collaboration."

Syncra`s supply chain technology has been developed using open Internet, database and data interchange technologies including Java and XML. Built to support each partner having their own unique view of the data reflecting the way they do business, Syncra`s "many-to-many" data model enables deployments scalable to the largest private and public trading partner communities. In addition, an open, vendor-neutral approach allows Syncra customers and their trading partners to leverage their existing investments in forecasting, planning and intra-enterprise applications.

About Syncra Systems, Inc.
Syncra Systems, Inc. is a leading provider of B2B supply-chain intelligence and collaboration solutions and the leader in Collaborative Planning, Forecasting and Replenishment (CPFR®) implementations. Syncra`s technology and products feature a Web-based, many-to-many architecture that enables suppliers, manufacturers, distributors, and retailers across a range of industries and geographic markets, to collaborate with their trading partners to better align their supply and demand chains, to reduce inventory, improve customer service levels and increase sales. Syncra was named by both Intelligent Enterprise and Consumer Goods Technology magazines as "A Company to Watch" in 2002. Syncra Systems can be found on the Web at www.syncra.com.

Syncra Systems, Syncra Xt, Syncra Replenishment Planning, Syncra Demand, and Syncra Analyzer are trademarks of Syncra Systems, Inc. CPFR is a trademark of the Voluntary Interindustry Commerce Standards Association. All other trademarks mentioned in this document are the property of their respective owners.


For more information on PR Newswire, visit http://www.prnewswire.com

[esla]

Ein gutes Beispiel für meine These ist der Deal der Internet Capital Beteiliung Emptoris mit Motorola. Nicht SAP, Oracle, Commerce One, Ariba oder Manguistics kommen zum Zug, sondern die wesentliche kleinere Internet Capital-Beteiligung Emptoris. Das hängt wohl vor allem damit zusammen, dass man beim Technolgieführer kauft und nicht dort, wo derartige Lösungen nur als Sprechblasen existieren.



May 20, 2002 08:38

Motorola Selects Emptoris ePASS; Motorola to Implement Comprehensive Sourcing Software Worldwide to Lower Total Cost of Ownership and Achieve Faster Cycle Times
Jump to first matched term
BURLINGTON, Mass.--(BUSINESS WIRE)--May 20, 2002--Emptoris, Inc., a leading provider of collaborative strategic sourcing solutions, today announced that Motorola Inc. (NYSE:MOT) has selected Emptoris ePASS(TM) as one of the key platforms for Motorola`s global strategic sourcing systems architecture. Under the terms of the agreement, Motorola will implement ePASS, a web-based portfolio of collaborative strategic sourcing solutions, across all of its business sectors to support production and non-production sourcing.

ePASS will enable Motorola to conduct the entire range of strategic sourcing processes -- such as collecting supplier information; aggregating demand; managing requests for quotes (RFQs), reverse auctions, and multi-stage negotiations; and analyzing complex supplier bids -- online, resulting in significant cost savings and process efficiencies.

"Motorola is pleased to team with Emptoris -- the Emptoris solution complements our existing sourcing solutions and will allow us to manage our spend more efficiently," said Robert K. Harlan, director of Motorola Internet Negotiations. "By implementing ePASS, Motorola will be able to conduct multi-stage, Internet-based negotiations across a wide range of commodities."

"As a global leader in electronics and communications, Motorola has gained a reputation as a company that is constantly seeking ways to improve business processes through sophisticated technology," said Avner Schneur, president and CEO of Emptoris. "The selection of ePASS by Motorola is very rewarding since it came after a lengthy evaluation of a number of competing solutions. Motorola`s goal was to find an integrated eSourcing solution that would enable the company to experience significant cost savings across all of its business units. We are excited that Motorola has given ePASS its full vote of confidence and we look forward to building a strong and rewarding relationship with them."

About Motorola

Motorola Inc. (NYSE:MOT - news) is a global leader in providing integrated communications solutions and embedded electronic solutions. Sales in 2001 were $30 billion. For more information, visit Motorola on the Web at www.motorola.com.

About Emptoris

Emptoris is a leading provider of collaborative sourcing solutions that support the end-to-end strategic sourcing needs of Global 5000 companies. By implementing Emptoris` ePASS, enterprises can streamline the strategic sourcing process, determine the optimal allocation of business among suppliers and forge tighter supplier relationships. Key benefits include lower costs, shorter sourcing cycles and improved buyer/supplier collaboration. Emptoris, a privately held company, is headquartered in Burlington, Massachusetts. For additional information, please visit www.emptoris.com

[esla]

Noch wichtiger als Kostenvorteile sind Wettbwerbsvorteile!!!!!!!!!!!!!

Ein kleiner Auszug aus der Handelsblatt-Beilage e-manager von gestern:

e-Manager: Ist das Thema CRM denn immer noch aktuell?

Gerhard Altmann (Siemens): Auch wenn die Hype um CRM abgeflaut ist, so hat sich mittlerweile die Erkenntnis durchgesetzt, dass die Identifizierung und langfristige Bindung profitabler Kunden die Ertragskraft eines Unternehmens nachhaltig sichert. Schließlich ist es – nach wie vor – etwa fünfmal teurer einen Neukunden zu gewinnen als einen zufriedenen zu erhalten. Für die Firmen der Zukunft wird es in Zukunft wettbewerbsentscheidend sein, ob sie einen Kunden nur in Verkaufsprozessen begleitet oder über die gesamte Wertschöpfungskette hinweg. Aber auch hier gilt, dass es nicht ausreicht, nur eine CRM-Lösung zu installieren. Zum Kundenbeziehungsmanagement gehört mehr: vor allem eine genaue Analyse besonders profitabler Kundensegmente, des Cross Selling Potenzials und des Kundendatenmanagements.

Dass hierbei das Internet eine immer gößere Rolle spielen wird, wird wohl niemand überraschen. Und genau da setzt die Internet Capitat-Beteiligung Isky an, die man hier getrost auch als Technologieführer wie Linksahre, die andere CRM-Firma, auf ihrem Gebiet bezeichnen kann (laut Siebel-Anzeigen ist SAP.......na, Ihr wisst das ja sicher).



Hier zwei konkrete Beispiel über die Tätigkeit von Isky:

[esla]

June 20, 2002 08:27

Scan Mobile Awards SMS Customer Care Contract to iSKY
Jump to first matched term

LAUREL, Md., June 20 /PRNewswire/ -- Scan Mobile has selected iSKY Europe, a subsidiary of the iSKY Group, a global provider of customer management services, to support Shop160, the UK`s leading mobile shopping service and also clubtickets.co.uk, its new short messaging service (SMS) club ticketing service. In addition, iSKY Europe will support clients using Scan Mobile`s core technology, including Vizzavi and 12 Snap.

Scan Mobile builds and licenses core technology that allows consumers to interact easily with applications and services via wireless devices such as mobile phones and pagers using short messaging. Its retail application Shop160 (160 being the maximum number of characters in a SMS or text message) offers CDs, DVDs, videos, books and electronic games. The software allows shoppers to buy from a range of 400,000 products.

Under the program, iSKY associates are alerted whenever a text message indicates that a customer needs or would like attention. Text message contact is viewed using a customer service system hosted by Scan Mobile, to which iSKY agents have direct access via a web browser. All voice contact is received directly into iSKY`s IVR system, equipped with an interactive help system to answer the most common queries. Additionally, any issues that need to be handled personally are automatically diverted to a CRA seven days a week.

"Scan Mobile is adding to its portfolio of applications all the time and is focused on delivering mobile services that are easy to use," commented Robert Hamilton, senior vice president of strategy and product development, and founder of Scan Mobile. "Our partnership with iSKY adds further value to those services. It is a highly effective blend of automation and personal service."

"SMS is an exciting and fast-growing technology and I`m sure we`ll see it in more and more companies` customer communications mix," said Richard Hebert, president and CEO, iSKY Group. "We`re very impressed with Scan Mobile`s approach to assisted self-service and are delighted to be working with them."

ABOUT SCAN MOBILE

Scan Mobile was founded in London in December 1999 and clients include Vodafone, Vizzavi, BCGI, Weblink Wireless, Odigo, Upoc, 12 Snap and Jabber. Shop160 is available for license as a white labeled application. The company recently won the `M Commerce - Ease of Use of Current Application` award for Shop160 at the SMS02 exhibition in London. For further information visit www.scan.com.

ABOUT iSKY GROUP

iSKY Europe is a provider of outsourced customer management services to Global 1000 companies and e-businesses seeking to maximize customer value. Its expertise in handling and managing communications assists the customer acquisition, retention and optimization processes of the clients it represents.

Established in 1981, the company is based near Bristol and employs 300 associates. iSKY Europe`s current client list includes, BMW, AXA Sun Life, Chelsea Building Society, Clerical Medical Investment Group, Ericsson and P&O.

The iSKY Group, headquartered in Laurel, Maryland, handles nine million customer interactions each month from multiple communication centers in the UK, US, Canada and India. North American clients include Amazon.com, Audi, BMW, Honda, Owens Corning, Mexico Tourism Board and Sharp Electronics.

MAKE YOUR OPINION COUNT - Click Here http://tbutton.prnewswire.com/prn/11690X10453336

[esla]

June 10, 2002 08:15

Honda (UK) Awards Customer Care Contract to iSKY
Jump to first matched term

LAUREL, Md., June 10 /PRNewswire/ -- Honda (UK), a division of the world`s largest manufacturer of engines, has awarded iSKY Europe, a division of iSKY Group, a contract to manage its customer retention program. The two-year program will support all three Honda product ranges - cars, motorbikes and power equipment.

iSKY Group currently conducts a customer retention program for American Honda Motor Corporation in North America.

"Honda has a spirited and innovative culture with three clear components to its customer strategy: choice, convenience and pride of association with the Honda brand," says Tim Walker, customer information manager with Honda (UK). "It was vital to Honda that iSKY could absorb our culture and provide a wealth of expertise in modern communication center implementation and management."

Honda`s vision supports customers through their lifecycle, from the purchase of their first bike or car through to lawnmowers and power equipment purchased later in life.

"We are absolutely thrilled to have an opportunity to expand our work with Honda in general and Honda UK specifically," said Richard Hebert, president and CEO, iSKY Group. "Their compelling product proposition and superlative vision for the Communication Center are true differentiators in today`s competitive market."

The Honda Communication Center, at iSKY`s European headquarters near Bristol, England, will manage customer interactions via multiple communications channels. Using centralized databases and on-line accessibility, the center will offer advice, information and a dealer-locator service and will operate a lead notification system for dealers when a customer requires a demonstration.

Each of the center`s customer relationship associates (CRAs) has received comprehensive training and hands-on demonstrations of each Honda product, in addition to visioning workshops to absorb the company culture. The center expects to receive 15,000 communications a month and will operate seven days a week.

ABOUT HONDA (UK)

Honda Motor Company Ltd. is the largest engine manufacturer in the world, with annual production of over 12 million units. Honda is the seventh largest car company globally, with production last year of 2.6 million units.

The company also manufactures over 5 million motorcycles and 4 million power equipment products (lawn mowers, generators, outboard motors) during the last fiscal year.

Honda employs 120,000 people in a global network comprising 118 production facilities in 31 countries. In addition to its investments in Japan and North America, Europe total investment has now reached $2.175 billion, of which $1.3 billion is now invested in Honda`s UK manufacturing plant at Swindon.

ABOUT iSKY

iSKY Europe is a provider of outsourced customer management services to Global 1000 companies and e-businesses seeking to maximize customer value. Its expertise in handling and managing communications assists the customer acquisition, retention and optimization processes of the clients it represents.

Established in 1981, the company is based near Bristol and employs 300. Its current customer list includes BMW, AXA Sun Life, Chelsea Building Society, Clerical Medical Investment Group, Ericsson and P&O.

The iSKY Group handles one million customer interactions each month from five communication centers in the UK, North America and Canada. North American clients include Amazon.com, Audi, BMW, Honda, Owens Corning, Mexico Tourism Board and Sharp Electronics.

MAKE YOUR OPINION COUNT - Click Here http://tbutton.prnewswire.com/prn/1169

[predator007]

@esla:
Du machst dir wohl Sorgen um deine Puts, die du bei 85€ gekauft hast?

[esla]

Wir Ihr seht hat SAP noch viel aufzuholen. Bei der Fussballweltmeisterschaft haben wir immer gesagt: "Die Wahrheit ist auf dem Platz."

"We`re the leading outsourced customer care provider. Our approach is different. It takes customer care to a new level. We do more than just provide Global 1000 companies with top-quality solutions that get bottom-line results, we give them the peace-of-mind of knowing that while we`re taking care of their customers, they can take care of business.

What sets iSKY apart from the competition? With over fifteen years of experience, iSKY has designed and implemented hundreds of successful customer care solutions. Our Customer Relationship Associates have the know-how and training to treat your customers with the courtesy, respect and responsiveness they demand.

Our leading-edge, multi-channel communications technology maximizes customer contact by telephone, fax, e-mail, live text chat, collaborative browsing or voice over Internet Protocol. And through our sophisticated data capture and mining capabilities, we can ensure personalized customer interactions, and gain insights into customer needs, buying behaviors, and communications preferences.

We believe high quality customer care begins and ends with the best people, extensive expertise, and the latest technology. That`s the difference that can make all the difference for you.

What iSKY customers are saying

All our clients share the common belief that a quality customer experience can make the difference between keeping a customer for life, and losing him or her to a competitor. That`s why they turn to iSKY. We keep our clients ahead of their competition. Or, in their words:

Volkswagen
"iSKY`s friendly manner puts our customers at ease during each conversation, and reassures them that Volkswagen was the right choice."

Harley Davidson
"iSKY was able to develop a specialized customer response program for us that was flexible enough to meet the diverse requests of customers who needed product information and literature, parts and accessories."

[esla]

Wie CRM jenseits der Sprechblasen aussieht, könnt Ihr am Beispiel der Internet Capital Beteiliung Linkshare erkennen:

Es ist ein Unternehmen, das sich diesem eCRM od auch iCRM widmet. Wie Ihr dem folgenden Artikel entnehmen könnt, ist Linkshare auch schon profitabel.

About LinkShare
Established in 1996, LinkShare launched the Internet`s first Affiliate Network. Since then, we:

Created the largest network of affiliates of any program provider - over 10 million partnerships.
Became the first provider to achieve sustained profitability

[esla]

Und hier eine konkrete Kundenliste, und nicht nur Firmen, die eh schon ERP-Programme beziehen, an die irgenetwas drangeklebt wird.

Kundeliste von Linkshare:Extended Client List
--------------------------------------------------------------------------------
1800flowers.com
1bookstreet.com
223Collectibles
499 Car Warranty
800wine.com
99Perfume
A2Zmoonlighter.com
ABC Inkjets.com
Ace Specialty Foods
Adobe
Advance Response
Affinity Internet
AJ Prindle & Co.
AKA Gourmet
alazing.com
All Together Leather
Allbooks4less
AllPets
Almond Plaza
American Express
ArginMax
Articles Catalog
ArtInside.com
As Seen On TV / BuyItOnTheWeb
Ashlane Coffee
Ashlane Gift Baskets
Astrology.com
AT&T
AT&T Small Business
AutoAccessory
Avon.com
TheBabyOutlet
Bare Necessities
Batteries.com
Beach Body
BeadRoom
beyond.com
BigYankSports
Blackwelder`s Furniture
Blindsgalore
Blink.com
BoatersWorld.com
Bodega Fudge and Chocolates
Brigade Quartermasters
Brooks Brothers
Buy.com
BUYandHOLD Securities Corporation
BuyTelco.Net
Cardstar
CarsDirect.com
Cartoonbank.com
CaseLogic Direct
Cash Oncall, Inc.
CDHoldings.com
CD Universe
Cerebellum Corporation
Chase Manhattan Bank
Cigar.com
ClassRenunionSearch.com
Clearanceworld.com
ClearPlay
Clever Island.com
ClikVacations.com
Cobaltcard
Coldwater Creek
Collectors Choice Music
ColorfulImages.com
Columbia House
Computers4Sure.com
Continental Airline Vacations
The Company Store.com
Cooking.com
Coolsavings.com
CreditExpert.com
Critics Choice Video
CVS.com
David`s Cookies.com
Dealer Direct
dELiA*s
Dell Asia Pacific
Dell Home Systems
Delta Air Lines
Deltavacations.com
Dermadoctor.com
DexterShoe.com
Dialpad Communications
Disney Blast
Disney Store Online
Domestications
DSL Start
EBgames.com
eDiets
eDiets Europe Ltd
eLoan
eLUXURY
emailprize.com
EncoreCatalog
Enterprise Rent-a-Car
eSticker
eStyle
Eversave
Experian AIS
Eyestorm
eZiba
F1 Marketing Group
Fieldcrest Royal Velvet
Fingaroo
Florist.com
Flower.com
Ford Direct
Forzieri.com
FOSSIL
FragranceNet
Franklin Mint
Frenchtoast
FTD
FujitsuPC.com
Fuller Brush
Furniture Online
Gaiam.com
Gallery Collection
Gardener`s Supply Company
GE Capital Bank Switzerland
Gempler`s
GETaDISH.TV
Gift Express
GiftBaskets.com
GigaGolf.com
GiveAnything.com
The Golf Warehouse
Golfballs.com
Go Shopping
Gospel Communications
Gotfruit.com
Great Classic Movies
Great-Finds.com
GreatFlowers.com
greenfeet.com
Green Marketplace.com
GTC Telecom
Gump`s
Guthy-Renker
H&R Block
Haband
Hale Indian River Groves
Hallmark
Handspring
HarryandDavid
Hickory Farms
Hifi.com
Hilo Hattie
hooloo.com
homefocuscatalog.com
HostPro.com
HotelsAtAnyWhere
HostSave.com
Hotwire
ice.com
iGourmet
ihomedecor.com
illuminations.com
Impact Engine
ImprovementsCatalog.com
IMSI
iNest Reality
Ink Today
InPhonic
InsWeb Corporation
Integrity Music
International Jock
InternationalMale
International Star Registry
Internet Florist
InvoiceDealers
Iomega
iWon
J&R Music World
Jackpot.com
JacksonandPerkins
JCPenney
JCrew.com
Jerry Baker
JewelrySpotlight.com
JewelryWeb.com
Just Give
Kaplan Test Prep
La Parfumerie
LandscapeUSA
Lands` End
Learning Company
Learning Network
LifeScript
Lifestyles Direct
Light Impressions
Lillian Vernon
LimogesJewelry
Linenplace
LL Bean
TheLoanPage.com
Luggage Online
Magazine of the Month
Magazines.com
McAfee.com
Medifocus.com
Memolink
Merlite Jewelry
Mikasa
MilePoint
Milpro
Mission Orchards
Mobile Universe
The Motley Fool
Mrs.Fields Original Cookies
MusicYo.com
Clearanceworld.com
Nabisco Gifts
National Business Furniture
National Bike Registry
National Decorating (A Home Depot Company)
National Instruments
Net2Phone
NetNation Communications
New Era Cap Co.
New York First
Newbargains.com
Nordstrom
NTT / Verio
OfficeDepot.com
OfficeFurniture.com
OfficeMax, Inc.
Offices2Share.com
Omaha Steaks
Orbitz
Orchard Bank
Oriental Trading Company
Overstock.com
Pargolfgear.com
PassionUp
Paul Fredrick
Performance Bike
Performance Products
Personal Creations
Pet Food Direct.com
Petmed Express
Pfaelzer Brothers
PGP Security
PhoneHog.com
Physicians Choice
Playboy
Plush Dreams Stuffed Animals
Politically-e.com
PostersFAST.com
Priceline
PrizeGames.com
PublishersPipeline.com
Real Beer
Real Goods
Recorded Books
Reeds Jewlers
Register.com
REI
REI-Outlet.com
Repairclinic.com
Respond.com
RitzCamera.com
Road Runner Sports
Ross-Simons
SafetyZone.com
Seafoods.com
Self Test Software
Sensational Beginnings
Sephora.com
Sessions.edu
The Sharper Image
SharpScissors.com
Shop Intel
Shop90210.com
ShopAtHome.com
Shutterfly.com
SierraClub
Signatures Network
Silhouettes
simplydresses
site59
Smallflower.com
SmarterKids.com
Smarthome.com
SnoopyStore.com
SnoreMD.com
Snowtraders.com
Sony Music Direct
Spencer Gifts.com
StartSampling.com
Stress Less
Suntory Water Group
Support Plus
Supportkids.com
Swiss Army Depot
Szul.com
Tabasco.com
Tankless Water Heaters
techdepot.com
Terrysvillage.com
textbookx.com
TLA Video
Thingsremembered.com
Thinkfree.com
T-Shirts.com
Tupperware
Turf Products / Yardmart.com
Uncommongoods.com
Undergear.com
Underneath.com
UniversalGear.com
Urban Q
Valpak.com
ValueMags.com
Vanguard Asset Group
Vikingop.com
Vitacost.com
VitaminShoppe.com
walkingshop.com
WatchZone
WebSite.WS
Western Union
Wicks End
Widerview Village
Wild Bird Centers
Windows and .NET magazine
Windsor Vineyards
The Wine Messenger
wine.com by eVineyard
Winecountrygiftbaskets.com
Winfreestuff.com
WireACake / HB Bakery Connection
WWF Shop Zone
Yak Pak
YellowPages.com
YourActivePet.com
Yves Rocher
Zagat Survey, LLC
ZoneAlarm Pro





About Us | Clients | Contact | Press/News | Privacy | Intellectual Property | Site Map

[esla]

An pretador 007,

ich mache mir keine Sorgen um Puts, sondern bin der Auffassung, dass die "Dickschiffe" keine gute Performance hinlegen werden. Denn wie meine vorhergehenden Postings zeigen, lassen sich die Entscheider nicht mehr von Sprechblasen von SAP und Oracle einwickeln, sondern kaufen beim besten Anbieter und intergrieren diese Lösungen in die immer offener werdenden Systeme. IBM, Accenture usw. fördern zudem diese Entwicklung, da ihnen die kleineren Anbieter mehr Spielraum lassen und sie ihren Kunden die tatsächlich beste Lösung anbieten können und so ihre Kompotenz unter Beweis stellen.

Andererseits sind die Erwartungen, die in die Börsenkurse eingepreist sind, dem diametral entgegengesetzt. Internet Capital z.B., die all die von mir angeführten erfolgreichen Unternehmen in ihrem Portfolio haben werden z.B. mit einen Kurs-Umsatz-Verhältnis von 0,2 bewertet, SAP mit dem Zigfachen davon. Bei i2 und SAP ist das Verhältnis ähnlich, wenn auch nicht ganz so divergierend.

Was ich schlicht und einfach sagen wollte: derartige Divergenzen haben nicht lange Bestand.