Open Text (WKN 899 027) explodiert - Sie kennen die Aktie noch nicht? - 500 Beiträge pro Seite

[BoersenElch]

Open Text wird endlich wieder von den Börsianern entdeckt. 100 % in wenigen Wochen. Getrieben wurden die Kurse durch positive Planzahlen. Leider noch nicht in Deutschland entdeckt.

Lesen sie bitte nur weiter, wenn sie einen Wachstumswert suchen, der ein ausgezeichnetes Management, ein super Produkt und bekannte Kunden hat. Zudem sollte der Wert noch nicht überbewertet sein.

Branche / Kunden:

Open Text ist laut "International Data Corporation" Marktführer im Bereich Dokumenten- und Wissensmanagement nach Umsatz une nach Anzahl installierter Arbeitsplätze. Open Text wurde 1999 für die beste Dokumentenmanagementlösung mit dem Microsoft Industry Solution Award ausgezeichnet.

Wissensmanagement wird künftig ein entscheidender Wettbewerbsfaktor sein, der durch die kürzer werdenden Innovationszyklen der Unternehmen noch verstärkt wird. Die Kunden von Open Text haben mit der bebbasierten Dokumentenmanagementlösung "Livelink" die Möglichkeit, Informationen, Wissen und Abläufe zu entwickeln, zu organisieren, anzuwenden und auszutauschen. Durch die Web-Basierung ist "Livelink" ein Produkt für eine gute Verknüpfung mit Unternehmensportalen.

Kunden: z.B. AT&T, Motorola, HP, SAP; Vertriebspartner in Deutschland ist Siemens. Bei SAP werden Livilink-Funktionen zur virtuellen Zusammenarbeit in das Business Portal mySAP.com integriert. Dadurch können SAP-Kunden und andere Unternehmen Diskussionen führen, sich aus branchenspezifischen Datenbanken und News Channels Informationen beschaffen sowie eigene virtuelle Teams und Communities bilden.

positive fundamentale Daten:

- 0,74 USD gewinn pro Aktie (1999)
- KGV von unter 40 (Consensus-Schätzung 2001)
- schnell wachsender Markt
- Wachstumssegment
- Wissensmanagement als entscheidender Wettbewerbsvorteil
- weltweit engagiert
- Marktanteil von 42,7%
- "Wenn selbst SAP auf Open Text zurückgreift, dann muss auch das Produkt gut sein"
- fundamental immer noch unterbewertet

Charttechnik:

- Wiederstand bei 30,00 USD
- Nächstes Kursziel: 40,00 USD (danach neue Höchststände)
- in den nächsten Tagen erwarte ich eine kleine Konsolidierung, die zum Kauf genutzt werden sollte.

Viel Spass mit Open Text

Euer BörsenElch


P.S.: Gute Infos erhaltet ihr auch über die deutschsprachige Homepage www.opentext.de.

[BoersenElch]

Wenn ihr mehr über Open Text wissen wollt, dann schaut doch mal auf die sehr informative Homepage:

www.opentext.com oder www.opentext.de

Euer BoersenElch

[webInvestor]

Hallo BoersenElch,
dem ist nichts mehr beizufügen, beobachtet den Wert ebenfalls schon etwas länger.
Aus informierten Kreisen hört an das Opentext innerhalb dieses Jahres in Deutschland den Markt intensiv angehen möchte.
Innerhalb Deutschlands gehören unter anderen die Aachner Münchner Rück-, Citebank-, Postbankversicherung zu den Kunden von Open Text.
Darüber hinaus ist Siemens nicht nur ein Vertriebspartner sondern nutzt Livelink im eigenen Unternehemen mit einigen tausend Benutzern für ihr INTRANET was für die Qualität des Produktes spricht! Mit den bereits vorhandenen Vertriebspartnern in ganz Europa versucht Open Text in der nächsten Zeit ihr Produkt etwas bekannter zumachen.
Das Produkt selber gibt es bereits seit einigen Jahren und wird gerade für die neue Version, welche Ende dieses Jahres erscheinen soll, auf Java umgestellt und wird somit den Anforderungen des Marktes gerecht.

Sorry BoersenElch, ich bin in Sachen Aktienanalyse nicht sehr bewandert und muß mich hier auf andere verlassen, aber Produkt und Unternehmen sind jedenfalls auf dem richtigen Weg.
Wir werden sehen wie es weitergeht mit der Aktie :-)

[BoersenElch]

Open Text steigt weiter ... Kurs 33,9375 USD an der Nasdaq
+ 14,6% gegenüber dem Vortag.

KGV liegt nach www.yahoo.com immer noch bei ca. 20.
Zur Zeit werden Widerstände sehr leicht gebrochen.
Mein mittelfristiges Zeil 100 USD. Spätestens beim Durchbruch
von 40 USD sollte man dabei sein. Ständig werden neue große
Kunden gewonnen.

Aktuelle Meldung von Open Text:

Open Text(TM) Corporation (Nasdaq: OTEX, TSE: OTC), the leading provider of collaborative intranet, extranet and e-business applications, today announced that CARE Canada, a member of CARE International, one of the world`s largest non-governmental development organizations (NGO), is using Livelink as part of its e-glue initiative.

Euer BoersenElch

[daddy1]

es macht schon spaß etwas zu haben, wo andere den wahren wert erst später entdecken !

[webInvestor]

Nach dem die Konsolidierung nicht sehr stark ausgeprägt war, scheint sich der Kurs heute auf zu machen neue Höhen zu erreichen!

[Milkman]

OpenText hat seit 1. März einen neuen WWW-Auftritt - sieht sauber gemacht aus und beflügelt meine Phantasie weiter.

http://www.opentext.com - mal vorbeisurfen !!!

Milkman

[TOMHAWK]

Hallo,

wollte eigentlich schon Anfang Januar einsteigen. Doch ih denke, das es noch nicht zu spät ist. Arbeite selber indirekt für Openetxt/Livelink und kenne das Produkt sehr gut.
Wissensmanagement wird zum entscheidenden Wettbewerbsvorteil für Unternehmen werden. Besonders in den nächsten Jahren.
Das Wissen, was Mitarbeiter über Märkte, Kunden, Ablaufprozesse, Technologien und Innovationen besitzen, wird nach Einschätzung deutscher Unternehmen nur zu einem geringen Teil genutzt. Gleichzeitig rechnen diese Unternehmen jedoch dem Produktionsfaktor Wissen eine Bedeutung von etwa 60 bis 80 Prozent an der Gesamtwertschöpfung zu.

Gruss

[Milkman]

Tomahawk - du hast voll recht - der Einstieg sollte sich dennoch immer lohnen .... denk mal ein Stück weiter .... so etwa an die Verknüpfung von Wissens- /Dokumentenmanagement mit Sprachtechnologie (Übersetzungssoftware etc...) (die Firmen dazu: Lernout & Hauspie / LHSP oder General Magic / GMGC) .... da tun sich Riesenmärkte auf ... denk mal an ein Investment in LHSP (da gibts im April einen SPLIT) ... mein Kursziel in den nächsten 5 Jahren 1200 Euro (aktuell bei 122 Euro)
siehe auch hier im wallstreet-board: http://www.wallstreet-online.de/include/suchen.php3?uid=&iid…

Gruß Milkman

[feeli]

Open Text war in den letzten Monaten das beste Investment in meinm Depot. Die News lassen auch für die Zukunft gutes hoffen.

SAN JOSE, Calif., Jan. 18 /PRNewswire/ -- ActionPoint(TM), Inc. (Nasdaq: ACTP), a leading provider of e-commerce interaction management software, today announced that Xerox Connect(TM) has developed and released their new Electronic Knowledge Information Management System (eKIM) based on software from ActionPoint and from ActionPoint`s collaborative commerce software partner, OpenText(TM) Corporation (Nasdaq: OTEX). The eKIM solution lets Xerox Connect`s customers quickly deploy Web-based systems that make it easier for their employees, customers, and trading partners to access valuable information and conduct business on-line. Xerox Connect is a leading system integration firm providing e-business solutions for Global 1000 organizations, governmental agencies, and digital marketplaces worldwide.

WATERLOO, Ontario--(BUSINESS WIRE)--Jan. 17, 2001--
Open Text`s Livelink improves organization and promotes increased efficiency through robust knowledge management capabilities
Open Text(TM) Corporation (Nasdaq:OTEX, TSE:OTC), a worldwide leader in collaborative commerce solutions for e-business, today announced that Hubert Saint-Onge, one of the foremost experts in knowledge management, chose Livelink(R) to organize and manage massive amounts of business critical information at Clarica (TSE:CLI).

SAN DIEGO, Jan. 16 /PRNewswire/ -- CAUSEWAY TECHNOLOGIES, INC. (the "Company")(NQB-EQS CAUS) announced today that c-quential is to join with Causeway Technologies to provide B2B e-commerce and collaboration solutions to the construction industry world-wide. This new agreement builds upon Causeway Technologies` recently announced partnerships with Arup, a pre-eminent global organization of construction professionals and developers of best in class extranet services and tools, and Open Text(TM), the leading provider of collaborative intranet and extranet information, document and workflow applications.

HOOFDDORP, Netherlands, Jan. 16 /PRNewswire/ -- KPNQwest (Nasdaq: KQIP), a leading pan-European Internet and data communications company, Atos Origin, a leading e-business services provider, and Open Text(TM) Corporation (Nasdaq: OTEX), leading provider of collaborative intranet, extranet and e-business applications, will enter into a strategic agreement. With this agreement, the three parties increase their share in the Application Service Provider (ASP) market.

SYDNEY, Australia--(BUSINESS WIRE)--Dec. 19, 2000--Open Text(TM) Corporation (Nasdaq: OTEX, TSE: OTC), a worldwide leader of collaborative commerce software for e-business, today announced that Shell Services International (SSI) uses Livelink(R) as its worldwide collaborative e-business application. Livelink has enabled SSI to overcome many of the challenges facing global companies with geographically dispersed locales.

CHICAGO--(BUSINESS WIRE)--Dec. 14, 2000--Open Text(TM) Corporation (Nasdaq: OTEX, TSE: OTC), a worldwide leader of collaborative commerce software for e-business, today announced marketshare leadership in the telecommunications industry, having secured 16 of the top 20 telco companies in the world as customers.
With new accounts in the telecommunications industry and existing customers expanding their implementations of Livelink, more than 1 million users from more than 50 telecommunication companies will realize the benefits of Open Text`s collaborative commerce platform for integrating e-business applications with existing CRM, ERP and SCM solutions.

WATERLOO, Ontario, Canada--(BUSINESS WIRE)--Dec. 14, 2000-- b2bScene(TM), a division of Open Text(TM) Corporation (Nasdaq: OTEX, TSE: OTC), today announced it has been chosen by Exostar(TM) to host a secure global extranet for the development of the Exostar aerospace marketplace. Exostar was formed by some of the world`s leading aerospace and defense companies to provide an open Internet trading exchange for aerospace and defense suppliers and buyers of all sizes. Exostar`s major aerospace partners include BAE SYSTEMS, The Boeing Company, Lockheed Martin Corporation, and the Raytheon Company which together control a total combined procurement outlay of $71 billion.

WATERLOO, Ontario--(BUSINESS WIRE)--Oct. 26, 2000--
Agreement Embraces and Supports BT`s Global Joint Venture Partners
Open Text(TM) Corporation (Nasdaq:OTEX) (TSE:OTC), a worldwide leader of collaborative commerce solutions, today announced that Syncordia Solutions, British Telecommunications` (BT) (NYSE:BTY) e-business and communications solutions group, has become an authorized reseller, systems integrator and hosted solution provider of Open Text`s collaborative commerce software.

[feeli]

OTEX heute 31,5625 (+9,3%)
Volumen 588.800 Stk. (das tägliche durchschnittliche Volumen beträgt ansonst 101.000 Stk. Aktien)

[feeli]

Zahlen von Open Text zum 31.12.2000
Finde ich gut, besonders die zukünftigen Aussichten sind positve.


Open Text Reports Q2 Results - Collaborative Commerce Drives 55% Growth in License Revenue

WATERLOO, Ontario--(BUSINESS WIRE)--Feb. 1, 2001--Open Text(TM) Corporation (Nasdaq:OTEX)(TSE:OTC), a worldwide leader of collaborative commerce software for e-business, today announced record results for its second quarter of fiscal 2001, ending December 31, 2000.(See note 1 below) License revenues grew 55% to $20.1 million from $13.0 million in the previous year`s quarter. Total revenues for the quarter increased to $37.8 million, up from $26.7 million, an increase of 42% from the prior year. Open Text reported adjusted net income (See note 2 below) for the second quarter of $4.7 million, or $0.22 per diluted share, up from a loss of $0.17 in the previous year. During the quarter, the Company continued to grow its Application Service Provider (ASP) programs and b2bScene Division businesses with net costs (after revenue generated) of approximately $1.0 million, equivalent to $0.05 per share. Prior to this investment, adjusted net income (See note 2 below) was $5.7 million or $0.27 per share (diluted) for the quarter.

"Our strong license growth is an indication of the success of our collaborative commerce strategy," said Tom Jenkins, CEO of Open Text. "Open Text is one of the leading vendors in this new and exciting space and we believe that the overall sector is poised for strong growth in the future."

In accordance with US generally accepted accounting principles, the Company reported net income of $3.2 million and earnings per diluted share of $0.15 for the quarter ended December 31, 2000. Cable & Wireless becomes enterprise wide Livelink user

The company today announced that Cable & Wireless purchased Livelink(R) for enterprise-wide use. During the quarter, Open Text announced that 16 of the 20 largest telecommunications companies in the world are customers and that the number of telecommunications users has now exceeded 1 million. Global Growth drives Revenues

Livelink continues to enjoy strong momentum as companies implement collaborative commerce solutions to enhance their CRM, SCM and ERP applications. During the second quarter, Open Text`s largest customers drove the results by continued enterprise-wide adoptions. Customers contributing to revenues included British Telecom, Cable & Wireless, Clearnet, IBM, Merril Lynch, Nissho Iwai, Sun Microsystems, Siemens, Shell Corporation, and Texaco. Revenue results were broadly based across North America, Europe and Asia. For the quarter, 55% of the Company`s revenue originated from North American sales, 39% from Europe and the remaining 6% from Asia. New customers contributed to 65% of license revenue and strong repeat orders from existing customers accounted for 35% of license revenue. Acquisitions

During the quarter, Open Text purchased the shares of Bluebird Systems and certain product assets of LeadingSide. With these acquisitions, Open Text has extended its collaborative commerce solutions to SCM, CRM and ERP applications from vendors such as PeopleSoft and added features to retrieval capabilities. Senior management of Bluebird will remain with Open Text. Open Text paid $6.5 million cash for Bluebird and has provided for additional cash payments depending on future performance. Open Text paid $3 million cash for LeadingSide. Both acquisitions have been accounted for during this second quarter and were accretive to profits. Major Product Initiatives

During the quarter, the Company delivered its next major product release, Livelink 9.0, which features increased functionality, and expanded enterprise integration capabilities. This product was launched on October 30th at the Open Text Annual Users` Conference. Major Market Activities

During October, the Company held its annual Users` Conference in San Antonio, Texas and a European user symposium in Paris, France. More than 2,000 attended these events, representing a major expansion of user activity for the Company. The Company also launched a new marketing campaign around Livelink as a collaborative commerce solution. Other activities in the quarter

During the quarter, the Company repurchased 724,900 shares under the Normal Course Issuer Bid, for a total of $17 million and will continue to repurchase shares which it views are under valued.

Open Text will be conducting a teleconference call to discuss the financial results for second quarter fiscal 2001 at 8:30 A.M., EST. The public is invited to listen in on the call by dialing 416/641-6444. Details for playback of the call are available at www.opentext.com. About Open Text

Open Text makes collaborative commerce products that provide organizations with the ability to extend their current CRM, SCM and ERP applications to allow users to work together inside and outside their organization. Open Text has pioneered the development of innovative intranet and extranet ebusiness applications. Since creating one of the first search engines to index the World Wide Web, the Company has remained at the forefront of Internet-based technologies. Its product family called Livelink enables individuals, teams, organizations, and global trading communities to collaborate on e-business applications that facilitate e-commerce and other transactions among Global 2000 organizations. For more information, visit www.opentext.com.

Copyright (c) 2000 by Open Text Corporation. Livelink, myLivelink, b2bScene and Open Text are trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. Other product and company names herein may be trademarks of their respective owners. This news release may contain forward-looking statements relating to the deployment of Livelink and myLivelink by customers, and future performance of Open Text Corporation and b2bscene. Forward-looking statements are subject to certain risks and uncertainties, and actual results may differ materially. These risks and uncertainties include, among others, risks involved in the completion and integration of acquisitions, the possibility of technical, logistical or planning issues in connection with deployments, the continuous commitment of the Company`s customers and other risks detailed from time to time in the Company`s filings with the Securities and Exchange Commission (SEC), including the final prospectus for the Company`s initial public offering of common stock in January 1996, Form 10-K for the years ended June 30, 1997, June 30, 1998, June 30, 1999, and June 30, 2000, and Form 10-Q for the quarter ended September 30, 2000. Forward-looking statements are based on management`s beliefs and opinions at the time the statements are made, and the Company does not undertake any obligations to update forward-looking statements should circumstances or management`s beliefs or opinions change.

OPEN TEXT CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(In US Dollars)
(in thousands, except share data)

December 31, September 30, June 30,
2000 2000 2000
------------ -------------- ----------
(unaudited) (unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 81,733 $ 109,296 $ 113,918
Available for sale securities 246 293 284
Accounts receivable - net
of allowance for doubtful
accounts of $1,458 as
of December 31, 2000,
$1,026 as of September 30,
2000 and $1,033 as of
June 30, 2000 34,296 23,410 27,090
Prepaid and other assets 2,424 2,067 1,983
--------- --------- ---------
Total current assets 118,699 135,066 143,275

Capital assets 11,349 9,340 9,470
Goodwill, net of accumulated
amortization of $5,974 at
December 31, 2000, $5,084 at
September 30, 2000 and $4,410
at June 30, 2000 27,967 21,076 21,745
Deferred tax asset 1,800 2,200 2,200
Other assets 12,309 6,292 6,560
--------- --------- ---------
$ 172,124 $ 173,974 $ 183,250
--------- --------- ---------
--------- --------- ---------

LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities:
Accounts payable and accrued
liabilities $ 24,991 $ 16,361 $ 18,422
Deferred revenues 18,011 15,491 16,481
Income tax payable 2,652 2,829 10,310
Deferred tax liability 32 57 54
--------- --------- ---------
Total current liabilities 45,686 34,738 45,267

Shareholders` equity:
Share capital
19,627,025, 20,316,479 and
20,229,822 Common Shares
issued and outstanding at
December 31, 2000,
September 30, 2000 and
June 30, 2000 respectively 200,635 207,504 206,667
Accumulated other comprehensive
income:
Unrealized gain on available
for sale securities (net
of tax) 112 134 130
Cumulative translation
adjustment (442) (1,126) (1,018)
Accumulated deficit (73,867) (67,276) (67,796)
--------- --------- ---------
Total shareholders` equity 126,438 139,236 137,983
--------- --------- ---------
$ 172,124 $ 173,974 $ 183,250
--------- --------- ---------
--------- --------- ---------


OPEN TEXT CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(In US Dollars)
(in thousands, except per share data)

Three months ended Six months ended
December 31, December 31,
2000 1999 2000 1999
--------- --------- --------- ---------
(unaudited) (unaudited)
Revenues:
License $ 20,119 $ 12,989 $ 34,505 $ 25,473
Customer Support 9,807 6,508 18,015 12,532
Service 7,900 7,231 15,356 14,119
--------- --------- --------- ---------
Total Revenues 37,826 26,728 67,876 52,124

Cost of revenues:
License 2,359 620 3,379 1,023
Customer Support 1,972 1,390 3,528 2,707
Service 5,972 7,231 11,741 12,267
--------- --------- --------- ---------
Total cost of revenues 10,303 9,241 18,648 15,997
--------- --------- --------- ---------
Gross profit 27,523 17,487 49,228 36,127

Operating expenses:
Research and development 5,913 4,373 11,157 8,069
Sales and marketing 12,973 10,258 23,500 20,579
General and administrative 3,592 7,796 6,750 10,677
Depreciation 1,239 1,153 2,405 2,291
--------- --------- --------- ---------
Operating expenses 23,717 23,580 43,812 41,616
--------- --------- --------- ---------
Operating income 3,806 (6,093) 5,416 (5,489)
Amortization of acquired
intangible assets 1,355 759 2,148 1,338
Restructuring - 2,022 - 2,022
--------- --------- --------- ---------
Income (loss) from operations 2,451 (8,874) 3,268 (8,849)
Other income (expense) (175) 35,277 (308) 36,526
Interest income 1,305 1,820 2,898 3,369
--------- --------- --------- ---------
Income before income taxes 3,581 28,223 5,858 31,046
Provision for income
taxes - operations 398 - 530 -
- equity gain - 12,600 - 12,600
--------- --------- --------- ---------
Net income for the period $ 3,183 $ 15,623 $ 5,328 $ 18,446
--------- --------- --------- ---------
--------- --------- --------- ---------
Net income per share
- basic $ 0.16 $ 0.65 $ 0.26 $ 0.80
--------- --------- --------- ---------
--------- --------- --------- ---------
Net income per share
- diluted $ 0.15 $ 0.61 $ 0.25 $ 0.70
--------- --------- --------- ---------
--------- --------- --------- ---------
Adjusted net income for
the period(a) $ 4,713 $ (4,273) $ 7,784 $ (2,120)

Adjusted diluted income
per share(a) $ 0.22 $ (0.17) $ 0.36 $ (0.08)

Weighted average number
of Common Shares
outstanding - basic 20,013 23,864 20,182 22,972
--------- --------- --------- ---------
--------- --------- --------- ---------
Weighted average number
of Common Shares
outstanding - diluted 21,394 25,470 21,607 26,172
--------- --------- --------- ---------
--------- --------- --------- ---------

(a) excluding amortization of acquired intangible assets,
restructuring, other income (expense) and income tax on equity gain.

1 Reported under U.S. Generally Accepted Accounting Principles (GAAP).
All amounts are in US Dollars.

2 Adjusted net income: net income excluding amortization of acquired
intangible assets, restructuring, other income (expense) and income
tax on equity gain.