Drugstore.com Die I-Nets melden sich zurück Teil 2!!! - 500 Beiträge pro Seite

[Nix Wasa]

Drugstore.com Die I-Nets melden sich zurück Teil 2!!!



Da ich der Meinung bin, mehr als je zuvor das Drugstore.com einer der ganz großen wird. Wurde es Zeit das man nach über 2 Jahren einen zweiten Teil der „Saga“ Drugstore.com eröffnet.

In den letzten 5 Jahren entwickelte sich Drugstore.com von der Garagenfirma mit 12 Mitarbeitern in eine der Innovativsten .com`s Weltweit.

Mit einem Jahresumsatz von ca. 400,-- Millionen Dollar und einen Jährlichen Organischen Wachstum ohne übernahmen von fast 30% gehört Drugstore.com schon heute zu den ganz großen der E-Commerce Branche.

Was die nächsten 5 Jahre bringen können wir nur erahnen. Fakt ist der Markt wird riesig. In den nächsten Jahren geht die Globale Internetpenetration auf 1.000.000.000 zu. Eine Amazon.com wird in die Fußstapfen Walmart`s treten und den Handel neu formen.


Zahlen zu Drugstore.com

Umsatz und Gewinn:


Q1-2004...84,40 Mio. \\$...-0,06 \\$.......+19 %
Q4-2003...70,60 Mio. \\$...-0,03 \\$.......+18 %..............................+28%
Q3-2003...59,80 Mio. \\$...-0,07 \\$.........+3%
Q2-2003...58,00 Mio. \\$...-0,07 \\$.........+ 2%
Q1-2003...57,00 Mio. \\$...-0,08 \\$.........+ 4%
Q4-2002...55,00 Mio. \\$...-0,09 \\$.........+16%...............................+27%
Q3-2002...47,30 Mio. \\$...-0.10 \\$.............0%
Q2-2002...47,60 Mio. \\$...-0,21 \\$.........+ 8%
Q1-2002...43,90 Mio. \\$...-0,22 \\$..............0%
Q4-2001...43,40 Mio. \\$...-2,75 \\$..........+24 %..............................+40%
Q3-2001...34,90 Mio. \\$...-0,50 \\$..........+ 2%
Q2-2001...34,00 Mio. \\$...-0,42 \\$..........+ 4%
Q1-2001...32,70 Mio. \\$...-0,64 \\$


Aktien bei Drugstore.com.

21.06.2994...78.770.000 Stück
28.03.2004...74.515.424 Stück
28.12.2004...70.651.803 Stück
28.09.2004...69.353.932 Stück
30.06.2004...68.897.686 Stück
28.03.2004...68.557.485 Stück


Vor/Nachbörslich:







Historisch:



3 Jahre:



1 Jahr:



6 Monate:



1 Monat:



1 Tag:



Nix Wasa

[Ebro]

Da fehlt ja nur noch Thomsons i-watch:

Täglich:





Wöchentlich:

IMG]http://thomson.finance.lycos.com/fcgi-bin/fhractvty?t=DSCM&t…[/IMG]



Monatlich:





Saludos

Ebro

[Nix Wasa]

Ebay nimmt Kampf mit Docmorris auf





Fast acht Monate nachdem in Deutschland der Online-Handel mit Arzneimitteln frei gegeben worden ist, betritt ein neuer Player den Markt. Ebay eröffnet am Donnerstag die Kategorie Medikamente. Verkaufen dürfen allerdings nur Apotheken.

Berlin - Das Online-Auktionshaus Ebay ist in Deutschland zu einer der beliebtesten Internetadressen aufgestiegen. Laut einer Studie der Werbeagentur Young & Rubicam ist die Marke Ebay hier zu Lande inzwischen sogar populärer als Aldi.





Tabletten online: 2,5 Milliarden Euro Marktpotenzial



Nennenswerte Netz-Konkurrenten gibt es kaum. Doch nun eröffnet Ebay ein neues Geschäftsfeld und nimmt damit den Kampf mit einem anderen erfolgreichen Internetpionier auf: der Web-Apotheke Docmorris, die derzeit über einen Börsengang nachdenkt.

Am Donnerstag wird die Berliner Ebay-Zentrale den Startschuss für die Kategorie Medikamente geben. "Bisher sind Arzneimittel bei uns tabu", sagt Stephanie Gerdes, Senior Managerin bei Ebay und für den Bereich Home & Family zuständig, im Gespräch mit manager-magazin.de. "Nun wollen wir auch den Handel mit nicht verschreibungspflichtigen Medikamenten erlauben."

Wer jetzt denkt, Ebay öffne Tür und Tor für jedermann, um alte Medikamente loszuschlagen, der irrt. Anders als sonst bei Ebay üblich darf nur eine ausgewählte Gruppe Pillen und Salben verkaufen. "Handeln werden nur deutsche Apotheken, die eine offizielle Zulassung für den Internethandel haben", sagt Gerdes. Dabei stehe ihnen offen, ob sie das Auktions- oder das Festpreis-Verfahren wählten.

Docmorris ist Marktführer

Seit Anfang des Jahres ist in der Bundesrepublik der Online-Handel mit Medikamenten erlaubt - egal ob verschreibungspflichtig oder nicht. Die Konzessionen kann jedoch nicht jeder erlangen. So dürfen nur stationäre Apotheken den Internetvertrieb nutzen. Rund 500 bis 600 Apotheken haben sich bislang bundesweit ein derartiges Zertifikat besorgt. In den Handel eingestiegen sind allerdings deutlich weniger Apotheker.





Medikamentenhandel: Unter der Rubrik Beauty & Gesundheit stehen nun auch rezeptfreie Arzneimittel zum Verkauf



Marktführer unter den Web-Apotheken in Deutschland ist nach wie vor das niederländische Unternehmen Docmorris, das laut Gerdes bei Ebay erstmal außen vor steht. Anfang Juli meldete Chef Ralf Däinghaus einen Umsatz von 63 Millionen Euro für das erste Halbjahr 2004 - 12 Millionen Euro mehr als im Gesamtjahr 2003. 140 Millionen Euro sollen es im Gesamtjahr 2004 werden.

Neben Docmorris sind mittlerweile eine Reihe anderer Angebote im Netz entstanden - meist Zusammenschlüsse mehrerer Apotheken, die sich die Kosten für den Aufbau des Internetvertriebs teilen. Zehn Anbieter hätten die Größenordnung, um sich längerfristig mit Docmorris messen zu können

NW

[Nix Wasa]

@ Ebro !!!


Speziel für US-Bürgen gibts das schon lange.

http://health-beauty.ebay.com/


der schrtt sollte eigendlich von DSCM kommen und nicht von EBAY,

DSCM hat einfach zu wenig kohle um den schritt zu wagen.

NW

[Ebro]

@ Nixwasa

Drugstore bewegt sich doch:

Google stoppt Werbung von Internet-Apotheken

Der Suchmaschinenbetreiber Google will künftig Werbung von Internet-Apotheken, die rezeptpflichtige Medikamente via Web in den USA verbreiten, nicht mehr schalten. Google fügt sich mit dieser Maßnahme dem zunehmenden Druck der Regulierungsbehörde Food and Drug Administration (FDA) und von Interessensverbänden, die Online-Werbung nur von lizensierten Internet-Apotheken erlauben wollen, berichtet das Wall Street Journal heute, Dienstag.

Laut FDA-Angaben agieren praktisch alle Internet-Unternehmen illegal, die Medikamente auf dem Online-Weg in die USA liefern. Die Praxis sei zwar weit verbreitet und hätte auch die Unterstützung einiger Abgeordneter, die den Zugang zu billigeren Arzneien ermöglichen wollen. Das Internet habe es für ausländische Anbieter leicht gemacht, über Suchmaschinen an ein großes Publikum heranzukommen, teilte die FDA mit.

Nicht alle Medikamentenverkäufe via Internet sind illegal. Nach dem Bericht des Wall Street Journal hat ein gutes Dutzend von Online-Apotheken die Lizenz zum Handel über das Web erworben. Eines dieser Unternehmen, Drugstore.com aus Bellevue im US-Bundesstaat Washington, hat selbst Druck auf Betreiber wie Google und MSN ausgeübt, den illegalen Versandhandel zu stoppen. Vor Google haben bereits Microsofts MSN und Yahoo angekündigt, Werbung von nicht lizensierten Anbietern nicht mehr zuzulassen. Wann Google seiner nunmehrigen Ankündigung konkrete Schritte folgen lässt, steht noch nicht fest. Tatsächlich finden sich auf der Site unter anderem noch Werbung von kanadischen und anderen Pharma-Unternehmen.

Quelle: Winreport

Ebro

[Nix Wasa]

@ Morgen Ebro !!!

Wie sind deine Umsatz und Verlust Schätzungen für heute Abend?
Gestern vor Börsenschluss haben ja noch einige Nervöse Hände ihr Zeug auf den Markt geworfen.
Vielleicht ist der Verlust noch höher wie wir denken.
Der Chart spricht ja eine eindeutige Sprache, vielleicht bekommen wir einen Schocker.


Ich schätze für das 2-Q mit 87,-- Mio $ Umsatz, und mit 5,-- Mio $ Verlust. (-$0,07).

Gespannt bin ich mal wie sich die 3 Tage frei Haus Lieferungen in den Zahlen niederschlagen.


Wobei der Ausblick Interessiert mich um einiges mehr. Bin mal gespannt was sich Drugstore.com einfallen lässt um den Umsatz steigern zu können.


NW

[Ebro]

@ Nixwasa

Hier sind die Ergebnisse. Schreiben immer noch rot.

drugstore.com, inc. Announces Second Quarter 2004 Financial Results
Company Reports Year-Over-Year Growth of 51% and Record Revenues;

On Track to Return to EBITDA Profitability for Fourth Quarter 2004
BELLEVUE, Wash., Jul 22, 2004 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the second quarter ended June 27, 2004. The company reported a 51% year-over-year increase in net sales, to a record $87.8 million, and a 47% year-over-year increase in gross profit.

"Each of our business segments recorded solid growth on a year-over-year basis. Our growth was led by strong sales in the over-the-counter (OTC) segment, which grew by 44%, and in the mail-order pharmacy segment, which posted 29% growth," said Bob Barton, chief financial officer and acting chief executive officer of drugstore.com, inc. "Our broad product and service offering, everyday competitive pricing, and successful customer retention programs are driving demand in OTC, and our pharmacy business is clearly benefiting from our expanding pharmacy benefit manager (PBM) relationships. During the second quarter of 2004, we put in place a number of long-term initiatives that we believe will help us achieve continued strong growth and lead to sustainable profitability. While the initial implementation of these programs and a more challenging-than-anticipated ramp-up in the vision business has had a short-term impact on gross margins, we still achieved record quarterly revenues and an EBITDA loss that was the third lowest in our history."

Gross margin was 20.0% for the quarter, a slight decrease of 50 basis points from the second quarter of the prior year. Net loss for the second quarter was $5.0 million, or $0.07 per share, compared to $4.6 million, or $0.07 per share, for the second quarter of 2003. EBITDA (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation and amortization of intangible assets, non-cash marketing expense and stock based compensation) loss was approximately $1.45 million for the quarter, reflecting an improvement of 31% over an EBITDA loss of $2.1 million for the second quarter of 2003. A reconciliation of net loss to EBITDA loss is included in the financial data accompanying this press release.

"Even as we increased net revenues sequentially, we continued to contain our operating costs and saw sequential declines in most of our operating expense categories as a percentage of net sales," Mr. Barton added. "Moving forward, we are focused on improving operating margins and bottom-line results and expect to report positive EBITDA in the fourth quarter of 2004."

Announcements for the Second Quarter of 2004


In the second quarter, drugstore.com, inc. implemented its free 3-day shipping program for customers nationwide. The expedited shipping service, which is offered to customers making non-prescription purchases of $49 or more, provides Midwest, Mountain, and West Coast customers with faster delivery of more than 18,000 OTC products.


The company was selected to provide pharmacy mail-order services for Patient Assistance Services, Inc., a global health care network and services company offering discount prescription drug programs in all 50 states, and for ASC Medication Assist, a medical patient advocate network services company offering medication assistance programs and discount prescription drug programs.


On June 11, 2004, drugstore.com, inc. announced the appointment of chief financial officer Bob Barton as the company`s acting chief executive officer, and the resignation of Kal Raman as president and chief executive officer. The company has engaged a search firm and is focused on hiring a highly qualified CEO as soon as possible.

Financial and Operational Highlights for the Second Quarter of 2004 (all comparisons are made with the second quarter of 2003 unless otherwise noted)


Net sales grew by 51% and reached an all-time quarterly high of $87.8 million. Sales in the OTC segment grew by 44% to $36.7 million (including $3.9 million in wholesale OTC sales generated by the company`s December 2003 agreement to provide fulfillment services to Amazon.com, Inc.), mail-order pharmacy sales grew by 29% to $15.1 million, and local pick-up pharmacy sales grew by 10% to $23.1 million. The company`s vision segment (created in December 2003 as a result of the acquisition of International Vision Direct Corp.) contributed $12.9 million in net sales, reflecting 9% growth over Vision Direct`s net sales for the second quarter of 2003.


Order volume during the quarter (including wholesale OTC sales) grew by 48% year-over-year to over 1.16 million orders. This represents a slight increase in order volume over the first quarter of 2004. In preparing the current quarter`s financial metrics, the company identified an understatement of order volume for the first quarter of 2004, as a result of an inadvertent exclusion of wholesale OTC shipments in the calculation of order volume. Order volume for the first quarter of 2004 was 1.14 million orders (previously reported as 1.08 million orders), a year-over-year increase of 41% (previously reported as 33%).


Average net sales per order increased by 3%, or $2, to $76. Average net sales per order grew by 2% to $56 for OTC (excluding wholesale OTC, average net sales per order for OTC grew by 5% to $58), by 18% to $133 for mail-order pharmacy, and by 5% to $102 for local pick-up pharmacy. Average net sales per order for the vision segment were $78. For the first quarter of 2004, the corrected order volume resulted in an average net sales per order of $74 (previously reported as $78) and an average net sales per OTC order of $55 (previously reported as $60). (Excluding wholesale OTC sales, average net sales per order in the OTC segment were $57 for the first quarter of 2004.) A reconciliation of OTC net sales to OTC net sales excluding wholesale OTC sales, including volume and per order data, is included in the financial data accompanying this press release.


The trailing 12-month number of active customers grew by 28% to 1.68 million. The trailing 12-month average annual spend per active customer grew to $178, up 7%. Note that both the active customer base and average annual spend numbers exclude sales and orders associated with the company`s wholesale OTC fulfillment business, and reflect only the activity of customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries.


Sales from repeat customers grew by 41% for the quarter, with revenue from repeat customers representing 72% of total sales. Net sales from repeat customers grew by 40% in OTC, by 26% in mail-order pharmacy, and by 10% in local pick-up pharmacy. In the vision segment, 57% of sales were generated from repeat customers. Note that sales from repeat customers and revenue from repeat customers exclude sales and revenue associated with the company`s wholesale OTC fulfillment business, and reflect only the activity of customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries.


During the quarter, the company added 294,000 new customers (excluding wholesale OTC customers), bringing the total customer base to approximately 5.4 million unique customers since inception.


Gross margin was 20.0%, down from 20.5%, reflecting the impact of the company`s free 3-day shipping program, various discount promotions, a slower-than-anticipated ramp-up in the vision business, and a greater volume of lower-margin product sales in the mix. As previously disclosed, drugstore.com, inc. believes that as a result of recently enacted legislation requiring patients to renew their contact lens prescriptions annually, cancellations resulting from expired prescriptions have slowed sales growth and increased costs in its vision business.


Marketing and sales expense per new customer was $22, up $4, reflecting the continued integration of Vision Direct marketing efforts.


Fulfillment and order processing expenses as a percentage of net sales improved to 10.9%, from 12.1% in the second quarter of 2003 and 11.0% in the first quarter of 2004.


Net loss on a GAAP basis was $5.0 million, or $0.07 per share, up from $4.6 million, or $0.07 per share.


EBITDA loss (as previously defined) was $1.45 million, an improvement of $643,000. The company capitalized approximately $540,000 in labor costs associated with the integration of Vision Direct and incurred a $230,000 expense related to Kal Raman`s departure from drugstore.com, inc.


The company ended the quarter with $37.8 million in cash, cash equivalents and marketable securities.


Employee headcount at the end of the second quarter was approximately 600 employees.


Annualized inventory turns for the second quarter were approximately 18.


The company is targeting the front-end integration of Vision Direct onto the drugstore.com technology platform to be completed by the end of July 2004, with full integration targeted to be completed by the end of the third quarter 2004. The company expects that, when completed, the integration will enable improved customer service and marketing efficiency and more effective cross-selling of products across the company`s customer base.

Outlook for the Third Quarter and Fiscal Year 2004

For the third quarter of fiscal year 2004, drugstore.com, inc. is targeting net sales growth of over 40% over the third quarter of 2003, to be in the range of $85 million to $88 million in a seasonally softer period. Of total net sales, the company is targeting OTC sales to be in the range of $36.0 million to $37.0 million, mail-order pharmacy sales to be in the range of $15.5 million to $15.6 million, local pick-up pharmacy sales to be in the range of $21.5 million to $22 million, and vision sales to be in the range of $12.0 million to $13.4 million. The company is targeting a GAAP net loss for the third quarter in the range of $4.5 million to $5.4 million, and an EBITDA loss in the range of $1.1 million to $2.0 million.

For the full fiscal year, drugstore.com, inc. continues to target net sales growth of more than 40% over 2003, to a range of $355 million to $370 million. The company is targeting a GAAP net loss in the range of $15.8 million to $17.8 million and an EBITDA loss in the range of $2.0 million to $4.0 million for the full year 2004. The company is targeting an EBITDA profit for the fourth quarter of 2004. A schedule of the targeted range of estimated amounts to be used in reconciling targeted net loss (the most directly comparable GAAP measure) to expected EBITDA gain/(loss) is provided supplementally below.

Non-GAAP Measures

To supplement the consolidated financial statements presented in accordance with GAAP, drugstore.com, inc. uses the non-GAAP measure of EBITDA, defined as earnings before interest, taxes, depreciation and amortization of intangible assets, non-cash marketing expenses and stock-based compensation. This non-GAAP measure is provided to enhance the user`s overall understanding of the company`s current financial performance and prospects for the future. Management believes that EBITDA, as defined, provides useful information to the company and to investors by excluding certain items that may not be indicative of the company`s core operating results. In addition, because drugstore.com, inc. has historically provided EBITDA measures to investors, management believes that including EBITDA measures provides consistency in the company`s financial reporting. However, EBITDA should not be considered in isolation, or as a substitute for, or as superior to, net loss, cash flows, or other consolidated loss or cash flow data prepared in accordance with GAAP, or as a measure of the company`s profitability or liquidity. Although EBITDA is frequently used as a measure of operating performance, it is not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. Net loss is the closest financial measure prepared by the company in accordance with GAAP in terms of comparability to EBITDA profit or loss.

drugstore.com, inc. also uses non-GAAP measures in which wholesale OTC sales are excluded from OTC segment sales data. These non-GAAP measures are provided to enhance the user`s overall understanding of the company`s financial performance in the OTC segment. Management believes that these reporting metrics provide useful information to the company and to investors by excluding certain items that may not be indicative of the company`s core operating results in the OTC segment. By excluding wholesale OTC sales from OTC sales data, the company can more effectively assess the buying behavior of, and the company`s financial performance with respect to, its own OTC customers (those customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries). However, these non-GAAP measures should not be considered in isolation, or as a substitute for, or as superior to, OTC segment sales data prepared in accordance with GAAP, or as a measure of the company`s overall performance in the OTC segment. OTC segment sales measures are the closest financial measures prepared by the company in accordance with GAAP in terms of comparability to OTC segment sales measures that exclude wholesale OTC sales.

Conference Call

Investors, analysts, and other interested parties are invited to join the drugstore.com™ quarterly conference call on Thursday, July 22, 2004 at 8:00 a.m. ET. To participate, callers should dial 1-800-240-2134 (international callers should dial 303-262-2130) five minutes beforehand. Investors may also listen to the conference call live at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink. A replay of the call will be available through July 24 at 1-800-405-2236 or internationally at 303-590-3000 (use pass code 11001593) beginning two hours after completion of the call.

Source: drugstore.com, inc.

Ebro

[Nix Wasa]

Sie haben heuer schon sehr früh das 2 Quartal beendet. Am 27.06.2004 bei einem Tages Umsatz von 2,8 Mio fällt das schon ins Gewicht.



Die Zahlen sind nicht so schlecht. 51 % Umsatzwachstum mit den Übernahmen. Jeder der Geschäftsbereiche hat ein sauberes Wachstum hingelegt. Am meisten Wachstum gab’s bei den OTC Waren. +44%. Gefolgt von Medikamenten Versand mit +29%.

Der Verlust war bei 5,-- Mio oder 0,07 $ wie ich mir dachte.

Bar Bestand 37,8 Mio. $ bei ca. 600 Mitarbeiter.

Ausblick für das dritte Quartal:


Umsatz zwischen 85 bis 88 Mio.
Verlust zwischen 4,5 bis 5,4 Mio.


Liste.

Q2-2004...87,80 Mio......$...-0,07......$.......+ 4%
Q1-2004...84,40 Mio…..$...-0,06......$.......+19 %
Q4-2003...70,60 Mio......$...-0,03......$.......+18 %..............................+28%
Q3-2003...59,80 Mio......$...-0,07......$.........+3%
Q2-2003...58,00 Mio…..$...-0,07......$.........+ 2%
Q1-2003...57,00 Mio…..$...-0,08......$.........+ 4%
Q4-2002...55,00 Mio…..$...-0,09......$.........+16%...............................+27%
Q3-2002...47,30 Mio…..$...-0.10......$.............0%
Q2-2002...47,60 Mio…..$...-0,21......$.........+ 8%
Q1-2002...43,90 Mio…..$...-0,22......$..............0%
Q4-2001...43,40 Mio…..$...-2,75......$..........+24 %..............................+40%
Q3-2001...34,90 Mio…..$...-0,50......$..........+ 2%
Q2-2001...34,00 Mio…..$...-0,42......$..........+ 4%
Q1-2001...32,70 Mio…..$...-0,64......$


NW

[Nix Wasa]

UPs, wir sind ja schon über 3 Mio Tagesumsatz,

[Nix Wasa]

@ Ebro !!!

Irgendwer deckt sich die letzten Tage in Frankfurt ein? Heute wieder 4000 Stück.

In München wurden heute auch 1000 Stück gehandelt.

Demjenigen sind die 5-10% Aufschläge wohl egal. Es wurden die letzten Wochen Monate vereinzelt nur Käufe getätigt und keine Verkäufe.

Ist das einer von hier?????


NW

[Ebro]

@ NW

Wúrde mich auch interessieren ob das einer von den WOlern ist. Jedenfalls mutig ist es schon. Im Moment sieht es mir so aus, als ob es nochmal ein Stück taucht. Ich warte erstmal noch ab.

Meine erste Position ist mir über SL wieder verloren gegangen. Macht nichts, jetzt kann ich nochmals tiefer wieder rein.

Ich bin mir sicher, dass es irgendwann richtig krachen wird. Spätestens wenn unterm Strich schwarz bleibt.

Saludos,

Ebro

[Ebro]

DSCM USD 2,53 2,77 + 0,240 + 9,49 %

Geht doch.

Ebro

[Nix Wasa]

@ Abend Ebro,

War ja ne ruhige Woche.

Die Handelsvolumina steigt in den letzten Tagen. Auch grössere Blockorders sind gelaufen. Bin gespannt wie die Woche wird. Schön langsam sollte das ding ja mal wenden.


Hab mir die Earnings noch mal genau angeschaut. Die sind nicht mal so schlecht. +4% in einer Quartals-Phase wo die meisten .com`s Rückgänge in den Umsätzen haben wächst DSCM langsam weiter.

Der Herbst wird sicher besser.


NW

[Ebro]

DSCM USD 2,56 - 0,230 - 8,24 %

Heute gings mal wieder nach unter. Scheint es so als ob wir uns zwischen 2,50 und 2,90 stabilisiseren.

Ebro

[Nix Wasa]

@ Ebro!!!


War ja ein sauberer ausverkauf beim NASDAQ, bin gespannt ob jetzt eine erholung kommt.





NW

[Ebro]

Nixwasa,

ich rechne fest damit. Habe mich positioniert. Nur bei DSCM warte ich noch. Ich habe den Eindruck der Braten ist noch nicht reif.

Grüsse

Ebro

[Nix Wasa]

@ Ebro!!!


Nach 30 Tägiger seitwärts Bewegung kommt nun wohl Charttechnisch Spannung ins Spiel.
Sollten wir über 2,45 $ schließen geht’s weiter hoch. Wird momentan dennoch schwer werden bei der NASDAQ Lage.
Der hat sich ja schon einigermassen erholt. DSCM hat wohl noch Sommerpause, oder besser gesagt Sommerschlaf.





NW

[Ebro]

@ NW

Wir sind immer noch im Seitwärtstrend. Ein nochmaliges Absacken auf 2,05 bis 2,1 bei nachgebendem NASDAQ dürfte eine solide Basis für eine anhaltende Aufwärtsbewegung darstellen. Die Instis sacken jedenfalls shon wieder ein.

NASI sieht mir wackelig aus. Vorsicht!

Ebro

[Realnetworker]

gestern Einstieg verpaßt

das Ding zündet langsam, über 2.5$ könnte es was werden auf SK Basis

[Nix Wasa]

@ Realnetworker!!!


Irgendwann muss das deil ja kommen. War ja der Horror die letzten Monate.

Zu erkennen bei einem Tag wie heute was für eine Power DSCM entwickelt wenn die grossen einsteigen.

Ein paar 100% in ein paar Tagen ist wohl Normal.

Die warterei bist auf die Schwarzen zahlen geht wohl weiter, mit oder ohne dem Strohfeuer heute.


Nix Wasa freut sich schon auf Weihnachten

NW

[Realnetworker]

achte auch auf Mamma, die könnte ebenfalls heute noch richtig abgehen

bin gerade zu 5.51$ mal mit aufgesprungen

Happy Trade

[Nix Wasa]

@ Ebro!!!

1,4 Mio Kunden werden einen sauberen Umsatzsprung bringen.

Ist schwer zu schätzen wieviel Mio $ per jahr es sind. Vor allem ob beim Gewinn was hängen bleibt.

Was Schätzt ihr?





Press Release Source: drugstore.com, inc.


drugstore.com, inc. and Envision Pharmaceutical Services, Inc. Selected to Provide Prescription Drug Services to Ohio Residents
Wednesday September 1, 8:01 am ET


BELLEVUE, Wash. & AURORA, Ohio--(BUSINESS WIRE)--Sept. 1, 2004--drugstore.com, inc. (NasdaqSCM - News), a leading online provider of health, beauty, vision, and pharmacy products, and pharmacy benefits provider Envision Pharmaceutical Services, Inc. will work with the Ohio Department of Job and Family Services to provide prescription benefit administration and mail-order fulfillment services to Ohio residents who enroll in Ohio`s Best Rx discount card program.
ADVERTISEMENT


Ohio`s Best Rx program is designed to lower the cost of prescription drugs for Ohio residents whose incomes are less than 250 percent of the 2004 federal poverty level and have no other prescription drug insurance coverage. A Best Rx card will be provided at no charge to qualifying participants, who can then purchase discounted prescription drugs at a participating pharmacy or by mail order. The state estimates that more than 1.4 million Ohio residents will qualify for this program. Enrollment is expected to begin as early as November 2004, with prescription services beginning December 1, 2004.

Envision, the primary contractor for the program, will manage all aspects of program administration, including a retail network of more than 2,000 pharmacies across Ohio. Envision will subcontract the low-cost mail-order service to drugstore.com, inc.

The Ohio Department of Job and Family Services, which is responsible for program administration, selected Envision for its innovative, transparent pricing model and low-cost solution. That model, which also uses the drugstore.com(TM) pharmacy to provide mail-order services to Envision customers, has a proven track record and has gained attention as one of the lowest-cost alternatives in the federal government`s Medicare discount drug card program.

"Envision started its collaboration with drugstore.com, inc. in September 2003 because of its specialized expertise in mail-order pharmacy and high commitment to service," said Mr. Barry Katz, Chief Operating Officer of Envision Pharmaceutical Services. "In that relatively short time, we have captured the attention of both private- and public-sector customers with a low-cost, novel prescription drug benefit."

Envision`s flagship product, EnvisionRx(TM), keeps prices low by passing all rebates, administrative fees, and discounts it receives from drug manufacturers directly to consumers at the point of sale. Traditional pharmacy benefit managers typically keep much of those rebates for themselves.

"The drugstore.com(TM) pharmacy`s low everyday prices and expertise in customer service, warehousing, and mail-order fulfillment align well with Envision`s innovative model," said Mr. Katz. "Together, we are a good match for meeting the state`s goals of maximizing individual, pharmacy, and manufacturer participation, achieving savings for program participants, and providing services with efficiency and accountability."

With the cost of prescription drugs continuing to rise, and the number of people without insurance coverage growing, the goal of Best Rx is to improve access to needed medications at a substantial discount and through a wide network of participating pharmacies.

NW

[Ebro]

@ Nixwasa

Ich sitze auf der Lauer. Wir haben uns bei 2,5 stabilisiert. Erwarte allerdings nochmals ein Absacken des NASDAQ und dann sollten wir nochmals 2,05 bis 2,10 sehen. Das wäre dann für mich ein sehr gutes Einstiegsignal. Könnte natürlich auch anders kommen. DSCM hat sich ja in der Zwischenzeit schön stabilisert bei 2,5. Also noch ein wenig abwarten - und endlich mal auf schwarze Zahlen!

Grüsse

Ebro

[Nix Wasa]

looolo

hab mein passwort vergessen ,

wo das

nw

[Ebro]

NW

Wer sammelt denn da??



Bist Du schon wieder auf Einkaufstour?

Ebro

[Nix Wasa]

Jetzt aber Gas

Weihnachten steht vor der Tür.

Wurde auch mal Zeit das, das lahme ding mal abgeht.

Nix Wasa

[Nix Wasa]

@ Ebro!!!

Ist das nicht ein geiler ausbruch,



NW

[Ebro]

@ Nixwasa

Da schalte ich nach der Mittagspause die Kiste an und dann das!

Erinnert mich an den Ausbruch Anfang September. Könnte diesmal nachhaltiger sein. Mein Abstauberlimit bei 2,07 wurde dann wohl nicht mehr bedient. Schade eigntlich.

Gibt es irgendwo news??

Ebro

[Ebro]

@ NW

Ich habe die news gefunden

Dass diese Meldung aber gleich zu einem solchen Anstieg führt hätte ich nicht gedacht .

The Berman Center and the drugstore.com(TM) Sexual Well-being(TM) Store Release Findings That Link New Level of Acceptance to Improved Quality of Health

Monday , September 13, 2004 15:01 ET

CHICAGO, Sep 13, 2004 /PRNewswire via COMTEX/ -- The use of sexual aids and devices is often a sensitive and embarrassing topic for women, but a new landmark study on sexual aid usage conducted by the Berman Center and funded by an unrestricted educational grant from the drugstore.com(TM) Sexual Well- being(TM) store may help change women`s acceptance of sexual aids and their ability to talk more openly about use of sexual aids with their spouses, partners, and friends.

The research was unveiled in Chicago on September 11, 2004 at the second annual Women`s Sexual Health State-of-the-Art Series conference in conjunction with the Northwestern University Feinberg School of Medicine. This Continuing Medical Education program is one of the largest-ever gatherings of physicians on the topic of women`s sexual health.

The study is entitled The Health Benefits of Sexual Aids & Devices: A Comprehensive Study of their Relationship to Satisfaction and Quality of Life and is one of the first to explore women`s use of sexual devices and bring the topic of sexual device use "out of the closet" and into the realm of normal behavior. Knowledge Networks conducted the study by mail with a random national sample of 2,594 women, in the age range of 18 to 60, from March 5 to April 5, 2004.


The purpose of the research was threefold:
-- to produce an academic study in an underreported and emerging area of
interest in women`s sexuality,
-- to determine the instance of use of sexual aids and devices, and
-- to identify women`s attitudes toward such aids and devices and their
role in overall health and well-being.


Among the more remarkable findings from the study is the prevalence of sexual device usage. One in five women uses self-stimulation at least once a week, which would equate to more than 17.5 million women nationwide. Of the women that use self-stimulation, nearly 60 percent currently use a sexual device to do so. The research indicates that, in all, 44 percent of women between the ages of 18 and 60 have used a sexual device.

Based on the study results, the author suggests a connection between the use of sexual aids and devices with overall quality of life. Women who use sexual devices report experiencing higher levels of sexual function and satisfaction with their partners than non-users. This includes higher levels of sexual desire and arousal as well as less pain during and after intercourse. Sexual device users also find it easier to reach orgasm when compared to non-users, who tend to have moderate success. With these findings, we can safely suggest that all of these characteristics were significantly correlated with higher levels of quality of life in the respondents.

In addition, the study also reveals that women overwhelmingly believe that using a sensual enhancement product is nothing to be embarrassed about. In fact, nine out of 10 study participants report being comfortable talking to their partners about their sexual device use. Most women view sexual devices as a complement to their sexual relationships and not a substitute for their partner.

Despite a popular misconception, it is women who are in relationships -- not singles -- who are most likely to use a sexual aid. Of the study participants, 78 percent of women who use or have used a sexual device were in a relationship. Of the women who were most likely to use a self stimulation device, 43 percent were living with their partners, but not married; and 35 percent were in a relationship, but not living together.

"The research findings only confirm what we have been telling couples for years," said renowned sex therapist and educator Dr. Laura Berman, who is also director of the Berman Center in Chicago. "Using sexual aids and devices is a normal and healthy part of life, but it is clear that we still have a long way to go. Many women don`t know what`s right for them, where to find sexual aids, or how to use them. In my practice, I educate women about sexual aids and prescribe devices tailored to their individual needs."

The study findings indicate that approximately 75 percent of women purchase sexual aids and devices at specialty stores, although an increasing number of women are opting for the privacy and safety offered by Web-based stores.

The study found that top reasons women purchase sensual products online were:


-- Anonymity - 80 percent (of respondents)
-- Convenience - 75 percent
-- Less Embarrassing - 71 percent
-- Ability to Take One`s Time - 64 percent
-- Larger Selection - 42 percent


According to Sharon Wikstrom, director of merchandising for the drugstore.com(TM) Sexual Well-being(TM) store, an online resource offering sexual products and expert advice, "More and more women and couples today are choosing to shop online because of the convenience, selection, and most importantly, privacy. Over 70 percent of our customers are women, and sales in our Sexual Well-being(TM) store are up 34 percent year-over-year. This trend, combined with the important findings in this latest research, suggests we are only in the infancy of a new sexual awakening for women."

Media Note:

An abbreviated version of the study will be available at the Sexual Well- being(TM) store at http://www.drugstore.com on September 13, 2004. Detailed study analysis, methodology, and discussion is available at http://www.bermancenter.com .

Ebro

[tuki]

über 18% rauf gestern....oh yeaH

[Ebro]

@ all

Es geht aufwärts. Wann kommt der nächste Ausbruch? Uns steht ja noch der GAP schluss bei 5 USD bevor.







Heute morgen war wieder mal eine gute Gelegenheit nochmals unter 3 USD zuzugreifen. Hat sie ausser mir noch jemand genutzt?

Ebro

[Ebro]

@ all

SEC Filing 8K nach Börsenschluss:


Item 1.01. Entry into a Material Definitive Agreement.

On September 17, 2004, drugstore.com, inc. (the “Company”) entered into an Amended and Restated Separation Agreement and Release (the “Restated Separation Agreement”), with Kal Raman, the Company’s former president and chief executive officer and former director. A copy of the Restated Separation Agreement is attached as Exhibit 10.1 to this Current Report on Form 8-K.

Mr. Raman resigned as the Company’s president and chief executive officer, and ceased to be one of the Company’s directors, with effect from June 14, 2004. The Restated Separation Agreement amends, restates and supersedes the Separation Agreement and Release between the Company and Mr. Raman entered into on August 17, 2004.

Under the Restated Separation Agreement, the Company and Mr. Raman agreed to the material terms and conditions set forth below:

• The vesting of options held by Mr. Raman to purchase a total of 91,428 shares of the Company’s common stock, with an exercise price of $2.41 per share, is accelerated, so that such options become immediately exercisable on September 17, 2004. Such options will remain exercisable until June 10, 2005. All other vested option grants held by Mr. Raman remain exercisable for three months following the termination of Mr. Raman’s employment with the Company.

• The Company will pay Mr. Raman $200,000 in severance, payable in installments through December 14, 2004.

• The Company will, through December 31, 2004, pay a portion of Mr. Raman’s COBRA premiums, if any, for medical and dental benefits coverage obtained through COBRA.



• The Confidentiality and Inventions Agreement, dated August 24, 1998, between the Company and Mr. Raman, will remain in full effect, provided that the non-competition provisions contained in that agreement are limited to an e-commerce company whose primary business is in health, beauty, personal care, vision or pharmacy. In addition Mr. Raman agreed, for the one-year period commencing on June 14, 2004, not to hire any person who was an employee of the Company on June 14, 2004, with the exception of Kris Srinivasan, to perform services for any business for which Mr. Raman is also providing services.

• Mr. Raman waives any claims against the Company and releases the Company from any claims that existed or may have existed at any time up to the date of the Restated Separation Agreement, with the exception of any claims arising under the Indemnification Agreement, dated April 27, 1999, between the Company and Mr. Raman, which remains in full effect.

• The Company releases Mr. Raman from any claims or causes of action that the Company may have relating to acts or omissions that occurred through June 14, 2004, with the exception of claims for fraud or embezzlement.

The foregoing description of the Restated Severance Agreement is qualified in its entirety by reference to the provisions of the Restated Separation Agreement attached as Exhibit 10.1 to this Current Report on Form 8-K.

Item 9.01. Financial Statements and Exhibits

(c) Exhibits

10.1 Amended and Restated Separation Agreement and Release, dated as of September 17, 2004, between drugstore.com, inc. and Kal Raman.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


DRUGSTORE.COM, INC.

Na dann - schönes Wochenende,

Ebro

[Ebro]

@ all

Warnung bei drugstore.com. Das dritte Quartal lief nicht ganz so gut wie erwartet. Zahlen gibt es Ende Oktober.

Es könnte sich nochmals eine gute Einstiegsmöglichkeit vor dem Weihnachstquartal ergeben!

drugstore.com, inc. Provides Third Quarter Update
BELLEVUE, Wash., Sep 20, 2004 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online retailer of health, beauty, vision and pharmacy products, today provided an update on anticipated results for the third quarter of 2004. For the third quarter, the company currently expects that revenues will increase by approximately 40% year-over-year to the range of $83 to $85 million, with an expected GAAP net loss of approximately $5.4 million to $6.4 million and an expected EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation and amortization of intangible assets, non-cash marketing expense and stock-based compensation) in the range of $2.0 to $3.0 million. This compares to an EBITDA loss of $2.1 million reported for the same period last year.

The company`s expected ranges for the third quarter of 2004 compare to previous guidance of revenues in the range of $85 to $88 million, a GAAP net loss in the range of $4.5 to $5.4 million and an EBITDA loss in the range of $1.1 to $2.0 million.

"We expect third quarter results to reflect normal seasonality, as well as a sequential decrease in our vision business," said Bob Barton, acting chief executive officer and current chief financial officer of drugstore.com, inc. "The sales from our Vision Direct acquisition continue to be lower than anticipated, primarily as a result of short-term site conversion and program transition challenges that occurred in connection with the Web site integration process. We have been working aggressively to address these challenges and are beginning to see a positive impact from our efforts.

"Outside of our vision business, we expect to report solid year-over-year growth in our other business segments, led by continuing growth in over-the-counter (OTC) and mail-order pharmacy sales," Barton continued. "Although we are disappointed with our current third quarter outlook, we are optimistic regarding our business and future prospects. We are also pleased with the progress we are making in regards to the search for our new CEO."

drugstore.com, inc. expects to report full third quarter financial results during the week of October 25, 2004.

Source drugstore.com

Ebro

[Ebro]

@ Nixwasa

Der Schock ist verdaut. Jetzt kanns losgehen. Ich bin postioniert und erwarte den Gapschluss bei 5 USD. Wird höchste Zeit dass diese Krücke sich nach oben bewegt.

Ich bin gespannt, was noch alles bis zum 25.10.2004 passiert. Fehlt nur noch ein neuer CEO Hast Du eine Kandidaten?



Ebro

[Ebro]

@ all

Da ist er schon, der neue CEO von drugstore:

Dawn Lepore Appointed CEO and Chairman of the Board of drugstore.com, inc.
BELLEVUE, Wash., Sep 22, 2004 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, announced today that it has appointed Dawn G. Lepore as its chief executive officer and chairman of the board. Lepore succeeds Kal Raman, who stepped down as CEO in June 2004, and Peter Neupert, who is retiring from the company`s board of directors. Lepore will join the company on October 11, 2004.

Lepore is currently the vice chairman of technology, operations, and administration of The Charles Schwab Corporation, which reported revenues of $4.1 billion in 2003. She is also currently a member of Schwab`s Executive Committee and a trustee of SchwabFunds. Lepore will step down from her positions at Schwab before joining drugstore.com, inc. In her twenty-one years with Schwab, Lepore has served in a wide variety of roles and responsibilities, including chief information officer. Lepore is recognized as a results-oriented leader with a track record of building high-performance teams and developing partnerships across complex business structures, and a technical visionary who played a key role in building Schwab`s highly successful e-commerce business.

"drugstore.com, inc. is a great company with an exciting future," said Dawn Lepore. "By offering some of the lowest prices on prescription drugs, a broad selection of OTC products, and the convenience and privacy of home delivery, I believe the company is well positioned to drive long-term growth and create sustainable profitability. My primary goal is to provide strategic vision and leadership, along with a continued emphasis on improving operational margins, in an effort to create long term value for stockholders."

"Dawn has served Schwab in a number of leadership roles over the last twenty-one years making significant contributions, including her role leading our groundbreaking online activities," said Charles Schwab, founder and CEO of The Charles Schwab Corporation. "I`m pleased to see her attain her goal of being a CEO and expect her legacy at drugstore.com to be equally impressive."

As a board member for two of the nation`s retailing powerhouses, Wal-Mart Stores, Inc., and eBay Inc., Lepore has an intimate knowledge of both traditional retailing and online e-commerce operations. Lepore also serves on the board of directors for Catalyst, Inc., a nonprofit organization working to advance women in business, and is a trustee of Smith College.

"Dawn brings a great deal of respect and depth from the e-commerce industry as both a leader and an innovator," said Melinda French Gates, board member of drugstore.com, inc. "She helped design Schwab`s entire technology platform and played a key role in the rapid growth of Schwab`s online brokerage business. Most importantly, she`s an inspiring leader with the intelligence, people skills, business acumen, and marketing savvy to take drugstore.com to the next level."

Lepore was honored at the 2003 National Organization for Women`s Aiming High Conference, and was named as one of Fortune`s 50 Most Powerful Women in American Business in 2002, 2001, and 2000, as one of InformationWeek`s Chiefs of the Year for 2000, and as one of Future Banker`s Ten Hottest CIOs in 1999.

drugstore.com, inc. also announced today that two of the company`s founding board members, Peter M. Neupert and L. John Doerr, will be retiring from the board this week. "Peter and John have both served on the board since drugstore.com`s inception and have contributed immensely to the growth and success of the company," said board member Dan Levitan. "We appreciate their long service and will miss their intelligence, experience, candor, and insight." In addition to Lepore as chairman of the board, the drugstore.com board includes Melinda French Gates, co-founder of the Bill & Melinda Gates Foundation; Dan Levitan, co-founder and managing partner of Maveron LLC; G. Charles "Cayce" Roy, vice president of Amazon.com, Inc.; William D. Savoy, consultant for Vulcan Inc.; and Gregory S. Stanger, executive in residence of Technology Crossover Ventures. Levitan added that the board will begin the selection process to fill the vacant board seats within the next month.

Source: drugstore.com, inc.


Ebro

[Ebro]

Na also wer sagts denn!!!!

Schööööööner Ausbruch!!!

Neuer CEO und schon gehts ab. Auf zum GAP schluss bei 5 USD.

Saludos,

Ebro

[Nix Wasa]

@ Ebro!!!


Langsam Blut, sooooo schnell geht es auch nicht. Klar hatten wir eine überverkaufte Position. Und DSCM kann ohne weiteres auf 5,--USD gehen.

Nur nach einer Steigerung von fast 100% ist das eine andere Wahrscheinlichkeit.


Wahrscheinlichkeit hin Wahrscheinlichkeit her, Fakt ist das DSCM ein Guter .com WERT ist und seinen Weg machen wird. (Die frage ist nur wann).Ich glaube an DSCM voll und ganz zu 100%, Und ich stehe voll zu DSCM, meines Erachtens ist DSCM um einige Mld zu billig.

MLD hin oder her, Wichtig ist die Firma.

Aber meine Meinung wird sich erst mit den Jahren im Markt breit machen.

Euer Nix Wasa, Beste grüsse und nur gutes Michael.


PS, habe im Moment leider weing Zeit, schade.


Machts,Gut

NW

[Nix Wasa]

@ Ebro!!!

Wann kommen die 4,-- $...?




NW

[Ebro]

@ Nixwasa,

ruhig Blut - wie Du sagst. Ich vermute die 4 sehen wir sehr bald. Immerhin sind wir auf em besten Weg.

Ebro

[Nix Wasa]

Ebro!!!

die 4,-- $ haben wir wohl echt bald wieder.

was halt fehlt bis jetzt ist die volumina die die kurse hoch jagt.

NW

[Nix Wasa]

@ Ebro!!!

Hast du den Tankan Bericht schon gelesen?

Ich bin gespannt bis wann die US-Wirtschaft den Bullenstart meldet.

Normal müste die US Produktion in den nächsten 2-3 Wochen so richtig anlaufen.




Bester Tankan-Bericht seit 13 Jahren treibt die Kurse in Tokio
Japans Industriemanager werden immer optimistischer - Vorsichtige Prognosen wegen Exporten und Ölpreis
von Bernd Weiler

Tokio - Skeptiker finden genügend Indikatoren, um für Japan einen abkühlenden Konjunkturaufschwung vorauszusagen, doch die Manager der Großindustrie sind so optimistisch wie seit dreizehn Jahren nicht mehr. Die zeigt der am Freitag veröffentlichte Tankan-Bericht der Bank von Japan. Außerdem sind auch am Arbeitsmarkt leichte Entspannungssignale zu erkennen: Die Arbeitslosenquote sei im August von 4,9 auf 4,8 Prozent gesunken, teilte die Regierung am Freitag mit. Der Quartalsbericht der Notenbank fiel so gut aus, dass die Tokioter Börse trotz negativer Vorgaben aus New York von Handelsbeginn an positiv tendierte. Der Nikkei-Index schloss am Freitag mit einem Aufschlag von 1,5 Prozent auf 10 985 Punkte.


Entscheidend für die Börsianer war der so genannte Diffusionsindex für Großunternehmen der Verarbeitenden Industrie. Er legte in den vergangenen drei Monaten von 22 auf 26 zu. Auf 100 Manager, die pessimistisch in die Zukunft blicken kommen 126 mit optimistischen Erwartungen. Ein so hoher Wert wurde seit Mai 1991 nicht mehr ausgewiesen. Bis Ende März 2005 plane die Großindustrie ihre Investitionen in Fabriken und Maschinen um 20,7 Prozent zu erhöhen, berichtete die Zentralbank. Auch im Verarbeitenden Mittelstand liege der Stimmungsindikator in positivem Terrain - zum zweiten Mal hintereinander, nach einer langen Serie negativer Prognosen. Der vierteljährliche Tankan-Bericht ist eine Mischung aus Konjunkturanalyse und Meinungsumfrage: Die Zentralbanker hatten Ende September mehr als 10 300 Gesellschaften nach ihren Einschätzungen befragt.

[Nix Wasa]

@ Ebro!!!

Ich sollte mal den Alan fragen ob er keinen "Federal Reserve Bank" Mitarbeiter braucht, ich verkleide mich sogar als Osterhase.

Wird ja auch schön langsam Zeit das die FED Bänker zum Bullenmarkt blasen.





04.10. 20:04
FED-Mitglieder verströmen Optimismus

--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)
Susan Bies, Gouverneur der Federal Reserve Bank, hat heute ihrer Überzeugung Ausdruck verliehen, dass die Delle des US-Wachstums jetzt vorüber sei. Die jüngsten Indikatoren hätten gezeigt, dass die Schwächephase des zweiten Quartals überwunden wurde. Man werde für das laufende Quartal wieder eine Wachstumszunahme feststellen können. Gleichzeitig habe man die Inflation im Zaum halten können. Die Kerninflationsrate sei in den letzten drei Monaten im Durchschnitt nur jeweils um ein zehntel Prozent angewachsen. Dementsprechend hätten sich die Befürchtungen, die noch vor einigen Monaten virulent gewesen seien, relativiert.

Bies Zentralbank-Kollege Ben Bernanke wiederum führte aus, dass auch der derzeit hohe Ölpreis die US-Wirtschaft nicht abwürgen werde. Er stelle zwar durchaus eine Belastung dar, die Wirtschaftsleistung werde aber nicht signifikant geschmälert werden. Es gebe einen Unterschied zwischen anhaltend steigenden und gleichbleibend hohen Ölpreisen. An letztere würden sich die Wirtschaftssubjekte allmählich gewöhnen. Ohne Zweifel sei ein wieder fallender Ölpreis aber dem weiteren Wachstum förderlich


Nix Wasa

[Ebro]

@ Nixwasa

Das ist ja wunderbar. Die FED trommelt für den Bush - wie nett.

DSCM wurde heute von den Instis gut verkauft. Denke bevor wir die 4 USD erreichen sehen wir nochmals einen Rückgang.

Saludos,

Ebro

[Ebro]

@ NW

Es wird ordentlich eingekauft. Da sollten wir doch im Q4 endlich eine schwarze Zahl sehen!

Thursday , October 07, 2004 12:57 ET

According to the International Council of Shopping Centers (ICSC) Chain Store Sales Index, Retail sales in September rebounded from August’s weak performance and increased by 2.4%, on a Y/Y basis, as the Labor Day calendar shift gave retailers a better than expected sales performance. "In September, retail sales were challenged by a number of factors – tougher sales comparisons with September 2003, warmer weather, and the devastating effects of Hurricanes Frances, Ivan, and Jeanne on the East Coast," said Michael Niemira, ICSC`s chief economist and director of research. He added that the Labor Day calendar shift helped the industry by about half of a percentage point.

ICSC reported that Drug stores continued to outpace all other categories, posting an increase of 7.1% in September. Wholesale clubs also performed well, achieving an increase of 6.6%. Discounters saw their sales increase in September and achieved an increase of 2.5% for the month. Department stores saw their sales decrease slightly by 0.7% while apparel chain store sales decreased by 1.1%. In addition, furniture stores and footwear stores saw their sales decline for the month by 5.2% and 3.4%, respectively.

Ebro

[Ebro]

@ all

Die Instis kaufen wieder:






Ebro

[Ebro]

@ all

Die Q3 Zahlen nähern sich! Hat jemand eine Schätzung?

drugstore.com, inc. to Announce Third Quarter Earnings During Conference Call on Tuesday, October 26, 2004 at 5:00 p.m. EDT
BELLEVUE, Wash., Oct 12, 2004 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online retailer of health, beauty, vision, and pharmacy products, will announce its financial results for the third quarter of 2004 during a conference call on Tuesday, October 26, at 5:00 p.m. EDT (2:00 p.m. PDT). A press release with the full text of the third quarter earnings will be distributed via Business Wire and posted on the drugstore.com(TM) Web site at www.drugstore.com under Corporate Information.

The conference call will be broadcast live over the Internet and will be accessible through replays for 60 days on the drugstore.com(TM) Web site.

Source: drugstore.com, inc.

Ebro

[Ebro]

@ all

Es geht weiter:

drugstore.com, inc. Improves Customer Experience with New Site Upgrades; Simplified Navigation between Specialty Stores Provides Easier Access to More Than 24,000 Products
BELLEVUE, Wash., Oct 13, 2004 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, recently launched an upgrade of its online store to make it easier for consumers to find more than 24,000 everyday and hard-to-find specialty items. The design enhancements provide more efficient navigation between stores and expose browsers to a wider range of product categories, including the company`s recently acquired contact lens business. One of the more noticeable new features is the addition of eight new store tabs on the drugstore.com™ navigation bar, located at the top of the Web site page.

"The new design introduces a greater variety of products to both our new and existing customers," said Ron Kelly, senior director of site merchandising of drugstore.com, inc. "As the product selection at the drugstore.com™ Web store continues to grow, these new visual enhancements will allow customers to shop more efficiently and to be exposed to more of the 24,000 products that we carry."

While the drugstore.com™ Web store carries most of the commodity items consumers have come to expect in their neighborhood drug stores, the Web store also features many specialty, exclusive, and hard-to-find items, including Micro Pearl Abrasion™ (a crushed pearl skin resurfacing treatment), Fat Cat Boogie Mat (a refillable catnip play mat), and Mustela®`s Newborn Set (a kit that includes shampoo, lotion, cleanser, and baby blanket).

The new Web site design, featuring additional stores on the main navigation bar, should make many of these items easier to find. The new store tabs include:

"Baby" features popular brands such as Aquaphor®, Baby Bjorn®, Burt`s Bees™, California Baby®, Gerber™, and emerging products like Boudreaux`s Butt Paste®, a popular diaper rash treatment.


"Food & Snacks" provides products from well-known brands like BALANCE Bar®, Kashi®, Atkins Nutritionals, Inc., and Tazo Tea®.


"Skin Care" offers a wide variety of products, including anti-aging, clinical skin care, eye treatments, men`s skin care, microdermabrasion, sun care, acne care, and more. The Skin Care store also carries exclusive brands such as Aveda®, Clinique®, Chanel®, Clarins®, Lancome®, philosophy®, Estee Lauder®, and Dermalogica®.


"Bath & Cosmetics" pampers with well-known brands such as Ahava®, Almay®, Revlon®, Ralph Lauren®, L`Oreal®, and philosophy®.


"Vitamins & Diet" offers supplements and vitamins for adults and children, men and women, from brands such as GNC®, One-A-Day, and Ultra Slim Fast®.


"Household & Cleaning" features well-known brands such as Kleenex®, PUR®, Mr. Clean®, and Swiffer®. It also includes hard-to-find natural cleaning products such as Seventh Generation®.


"Salon Hair Care" carries a wide variety of hair care and stylers from such trusted brands as American Crew™, Aveda®, Bumble and bumble® and more.


"Fitness" covers the fitness spectrum from Pilates to boxing with brands like Gaiam, Inc., Everlast®, and Billy Blanks`® Tae Bo®.


"Pets" offers consumers flea and tick control products, dog treats, and a wide variety of pet toys. Shoppers will also find a large selection of pet magazines, travel items, and cleaning products.


"All Natural" contains numerous natural products from bath and makeup products, to supplements and food, to products for babies and children. The store also carries a variety of trusted natural brands like Burt`s Bees®, Kiss My Face®, Boiron®, and Seventh Generation®.


"Contact Lenses" provides a convenient place to get lenses of all types, from disposables to colored lenses, as well as fun Halloween costume lenses. Contact lens wearers can choose from brands such as Bausch & Lomb®, CIBA Vision®, Boston®, and more.
Other highlights of the drugstore.com™ Web store include a full-service, licensed retail pharmacy and a wealth of health-related information, buying guides, and other tools designed to help consumers make informed purchasing decisions.

Source: drugstore.com, inc.

Ebro

[Ebro]

@ NW

Die Zahlen nähern sich. Die Instis sind wiedr auf der Käuferseite. Jetzt sollten wir aber endlich mal die 4 USD sehen.

Bin mal gespannt auf die Reaktion zu den Zahlen nächste Woche.

Ebro

[sofakissen]

Über Ebay können jetzt auch in Europa Medikamente etc.(nicht Rezeptpflichtig) verkauft werden.
Und docmorris möchte 2006 an die Börse. Es wird Zeit, daß
drugstore.com nach Europa kommt und überhaupt ein bißchen mehr Gas gibt. Am Besten mit schwarzen Zahlen.

[Ebro]

@ Sofakissen,

an schwarze Zahlen glaube ich so schnell noch nicht. Das vierte Quartal sollte aber schon noch einen ordentlichen Zuschlag bringen.

Hier der Bericht zum Q3:

drugstore.com, inc. Announces Third Quarter 2004 Financial Results
Company Reports Year-Over-Year Net Sales Growth of 41%
BELLEVUE, WA -October 26, 2004 - drugstore.com, inc. (NASDAQSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the third quarter ended September 26, 2004. The company reported a 41% year-over-year increase in net sales, to $84.3 million, and a 37% year-over-year increase in gross profit.

"We made encouraging progress in a number of key areas despite a critical management transition and a seasonally challenging period," said Dawn Lepore, chief executive officer and chairman of the board of drugstore.com, inc. "Revenues in our over-the-counter (OTC) segment grew by 37%, as we added a broader assortment of nutritional and beauty products. We also added a number of new store tabs to the drugstore.com™ Web site, to make it easier for consumers to find the more than 20,000 everyday and hard-to-find specialty items we offer. In the third quarter, we saw record revenues in mail-order pharmacy, which grew by 25% year-over-year, and announced that we will be working with Envision Pharmaceutical Services to provide mail-order pharmacy services for Ohio`s "Best Rx" discount card program. Additionally, we recently announced our agreement with First Data Corp. to provide paperless transaction processing for flexible spending accounts. Moving forward, we will continue to explore innovative ways to leverage our direct-to-consumer and business-to-business solutions, as we focus on our primary corporate goals - achieving long-term growth and sustainable profitability."

"In regards to our vision segment, revenues from repeat vision customers remained stable over the past three quarters and cancellation rates have declined, which demonstrates customer loyalty, but integration challenges associated with Vision Direct have affected our ability to grow vision revenues from new customers," added Lepore. "We are making progress with a number of short-term initiatives that we believe can positively impact our vision business growth."

Gross margin was 19.7% for the quarter, reflecting a decrease of 60 basis points from the third quarter of the prior year. Net loss for the third quarter was $6.4 million, or $0.08 per share, compared to $6.0 million, or $0.09 per share, for the third quarter of 2003. Adjusted EBITDA (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation, and adjusted to exclude a non-cash charge for a litigation settlement) loss was $2.2 million for the quarter, compared to an EBITDA loss of $2.1 million for the third quarter of 2003. A reconciliation of net loss to adjusted EBITDA loss is included in the financial data accompanying this press release.

"Our third-quarter net loss reflects the impact of recruiting fees associated with the search for a new CEO, a charge for our litigation settlement with Arlington Contact Lens Service, Inc. , and an adjustment to packaging inventory recorded in connection with our annual physical inventory count performed in the third quarter," said Bob Barton, vice president and chief financial officer of drugstore.com, inc. Barton added, "In the fourth quarter, we expect to report continued growth in revenues, improvements to our gross margin and decreasing operating expenses as a percentage of net sales."

The company also announced that, in accordance with Statements of Financial Accounting Standards No. 142 and No. 144, it is presently assessing the value of its goodwill and other intangible assets associated with the acquisition of International Vision Direct Corp. If the company determines that these assets are impaired, any resulting adjustments (or the range of such adjustments, if applicable) and the impact, if any, on these quarterly results will be recorded and disclosed in its quarterly report on Form 10-Q for the quarter ended September 26, 2004.

Announcements for the Third Quarter of 2004 and Recent Announcements


On September 22, 2004, drugstore.com, inc. announced the appointment of Dawn G. Lepore as its chief executive officer and chairman of the board, effective October 11, 2004. Lepore was the vice chairman of technology, operations, and administration of The Charles Schwab Corporation and a member of its Executive Committee. As a board member of eBay Inc. and a former board member of Wal-Mart Stores, Inc., Lepore also brings an intimate knowledge of both traditional retailing and online e-commerce operations.


During the third quarter, Envision Pharmaceutical Services, Inc. announced that it will work with the Ohio Department of Job and Family Services to provide prescription benefit administration and mail-order fulfillment services to Ohio residents who enroll in Ohio`s "Best Rx" discount card program. Envision, the primary contractor for the program, will manage all aspects of program administration, including a retail network of more than 2,000 pharmacies across Ohio, and will subcontract the mail-order prescription fulfillment service to drugstore.com, inc. The state of Ohio estimates that more than 1.4 million residents will qualify for participation in the program. Separately, Envision, using drugstore.com, inc.`s mail-order fulfillment, was identified as one of the top-rated Medicare discount drug cards for 10 generic drugs and 20 commonly prescribed brand-name drugs, based on independent findings from the Medicare RxPriceCheck report released by HealthMetrix Research and MedicareNewsWatch.com.


On October 11, 2004, the company announced that it is working with electronic commerce and payments leader First Data Corp. (NYSE: FDC) to simplify the processing of flexible spending account (FSA) purchases made through the drugstore.com™ Web store. The drugstore.com™ Web store`s new paperless transaction process, which the company expects to roll out in the fourth quarter, will eliminate the once-burdensome process of identifying FSA-eligible products and then submitting receipts to an FSA administrator. Earlier in the quarter, drugstore.com announced a partnership with WageWorks, Inc. to enable automatic verification of FSA-eligible purchases made using the WageWorks Health Care Card at the drugstore.com™ online store.


Financial and Operational Highlights for the Third Quarter of 2004 (all comparisons are made with the third quarter of 2003 unless otherwise noted)


Net sales grew by 41% to $84.3 million. Net sales in the OTC segment grew by 37% to $35.2 million (including $3.6 million in wholesale OTC net sales generated by the company`s December 2003 agreement to provide fulfillment services to Amazon.com, Inc.), mail-order pharmacy net sales grew by 25% to $16.2 million, and local pick-up pharmacy net sales grew by 4% to $22.1 million. The company`s vision segment (created in December 2003 as a result of the acquisition of International Vision Direct Corp.) contributed $10.8 million in net sales, compared to $13.7 million in net sales reported by Vision Direct for the third quarter of 2003.


Order volume during the quarter (including wholesale OTC net sales) grew by 40% year-over-year to 1.1 million orders.


Average net sales per order were $77, up from $76. Average net sales per order were flat at $55 for OTC (excluding wholesale OTC, average net sales per order for OTC grew by 5% to $58), grew by 16% to $140 for mail-order pharmacy, and grew by 6% to $104 for local pick-up pharmacy. Average net sales per order for the vision segment were $79. A reconciliation of OTC net sales to OTC net sales excluding wholesale OTC net sales, including volume and per order data, is included in the financial data accompanying this press release.


The trailing 12-month number of active customers grew by 34% to approximately 1.8 million. The trailing 12-month average annual spend per active customer grew to approximately $176, up 3%. Note that both the active customer base and average annual spend numbers exclude net sales and orders associated with the company`s wholesale OTC fulfillment business, and reflect only the activity of customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries.


Net sales from repeat customers grew by 36%, with revenue from repeat customers representing 76% of total net sales. Net sales from repeat customers grew by 28% in OTC, by 23% in mail-order pharmacy, and by 10% in local pick-up pharmacy. In the vision segment, 68% of net sales were generated from repeat customers. Note that net sales from repeat customers and revenue from repeat customers exclude net sales and revenue associated with the company`s wholesale OTC fulfillment business, and reflect only the activity of customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries.


Cancellation rates in the vision segment declined to 13% by the end of the third quarter, down from a second quarter peak of 18%.


During the quarter, the company added 254,000 new customers (excluding wholesale OTC customers), bringing the total customer base to more than 5.6 million unique customers since inception.


Gross margin was 19.7%, down from 20.3%, reflecting the impact of increased per-order shipping costs resulting from the implementation of the company`s free three-day shipping program, a decline in mail-order pharmacy margins reflective of the company`s progress in growing its prescription volumes through third-party PBM partners, and the addition of the company`s wholesale OTC business (which bears no marketing costs but has somewhat lower gross margins than the company`s retail sales).


Marketing and sales expense per new customer was just under $23, an increase of $1, which is attributable to the company`s marketing efforts associated with its vision segment.


Fulfillment and order processing expenses as a percentage of net sales improved to 11.4%, down from 11.8% in the third quarter of 2003 but up from 10.9% in the second quarter of 2004, reflecting expenses associated with the company`s annual physical inventory count, an inventory count adjustment in packaging supplies, and transitional costs of moving OTC call center operations to Halifax, Nova Scotia.


General and administrative expenses of $4.3 million were impacted by expenses of $400,000 related to the successful search for a new CEO and a $475,000 charge associated with a non-cash legal settlement with Arlington Contact Lens Service, Inc.


Net loss on a GAAP basis was $6.4 million, or $0.08 per share, up from $6.0 million, or $0.09 per share.


Adjusted EBITDA loss (as previously defined) was $2.2 million, up from $2.1 million. The company capitalized approximately $700,000 in labor costs associated with the integration of Vision Direct and other internal software development projects.


The company ended the quarter with $33.7 million in cash, cash equivalents and marketable securities.


Employee headcount at the end of the third quarter was approximately 620 employees.


Annualized inventory turns for the third quarter were approximately 17, reflecting a slight decline from 18 turns for the second quarter of 2004, as the company began to build up its OTC inventory balances for the fourth quarter holiday season. Outlook for the Fourth Quarter of 2004


For the fourth quarter of fiscal year 2004, drugstore.com, inc. is targeting net sales growth of over 27% over the fourth quarter of 2003, to be in the range of $90.0 million to $100.0 million. The company is targeting a GAAP net loss for the fourth quarter in the range of $4.5 million to $6.5 million, and EBITDA in the range of break-even to a loss of $2.0 million. As previously disclosed, drugstore.com, inc. has adopted a 52/53-week retail calendar year, with each quarter in a 52-week fiscal year representing a 13-week period. Fiscal year 2004 is a 53-week fiscal year, with the fourth quarter representing a 14-week period.

Ebro

[Ebro]

@ Nixwasa:

hast Du das mitbekommen?

Ich glaub mein Pferd pfeift!!!

Dieses Ereignis habe ich zum Anlass genommen und heute früh bis auf eine Restposi ausgeräumt.

Werde an der Seitenlinie stehen und erstmal schauen was passiert.


Wednesday, October 27, 2004 08:35 ET

Drugstore.com Inc (NASDAQ NM : DSCM) filed an 8-K today, in which the Company reported that on 10/26/04, it issued a press release to report its financial results for the fiscal quarter ended 9/26/04 and certain other information. Following the issuance of this press release, the company hosted a conference call in which its financial results for the fiscal quarter ended 9/26/04 were discussed.

During the question and answer portion of the conference call, in response to a question, the company’s management disclosed that the company’s capital expenditures during the third fiscal quarter of 2004 totaled approximately $600K. This amount was stated in error. The correct amount for total capital expenditures made by the company during the third fiscal quarter of 2004 is approximately $1.9M.

Ebro

[Ebro]

@ all

Intakter Abwärtstrend. Zurücklehnen und abwarten bis ein Boden gefunden ist. Es sollte eigentlich vor den nächsten Quartalsergebnissen im Januar einen schönen Aufschwung geben. Ist aber noch nicht so weit!



Ebro

[Ebro]

@ all

Die Instis sind eher auf der Verkäuferseite, trotz - oder gerade wegen der Aufwärtsbewegung gestern. Abwarten.



Ebro

[Ebro]

@ all

Vertragsbedingungen neuer CEO. Hoffentlich bringt die Dame den Laden ordentlich voran! Die Stock Optionen sind sicherlich ein zusätzlicher Antrieb den Wert der Aktie zu steigern.

Der Upturn heute hat zu ordentlichen Insti-Verkäufen geführt.


Item 1.01. Entry into a Material Definitive Agreement.

This current report on Form 8-K/A of drugstore.com, inc. (the “Company”), which amends the Company’s current report on Form 8-K filed on September 23, 2004 (the “Initial 8-K”), is being filed to correct a clerical error contained in Item 1.01 of the Initial 8-K and in Exhibit 10.1 thereto. Item 5.02, although unchanged from the Initial 8-K, is being included in this Form 8-K/A for completeness.

On September 22, 2004, the Company announced the appointment of Dawn G. Lepore as the Company’s chief executive officer and chairman of the board, effective as of October 11, 2004. The Initial 8-K described the material terms and conditions of Ms. Lepore’s offer letter dated September 21, 2004 (the “Offer Letter”). In the Initial 8-K, the Company stated in error that the 2,000,000 Performance-Based Options granted to Ms. Lepore in connection with her joining the Company would vest in full upon Ms. Lepore’s continuous employment by the Company for eight years, even if the described performance objectives were not achieved. In fact, these the Performance-Based Options will vest in full upon Ms. Lepore’s continuous employment by the Company for a period of four years, even if such performance objectives are not achieved, as described more fully below.

The corrected Option Letter is attached as Exhibit 10.1 to this current report on Form 8-K/A, and replaces in its entirety the Exhibit 10.1 filed with the Initial 8-K. The material terms and conditions of the corrected Option Letter are as follows:

• Ms. Lepore will receive an annual salary of $350,000, along with the Company’s standard employee benefits for Company executives. In addition, Ms. Lepore will be eligible to receive an annual target bonus in an amount ranging from 50% to 150% of her annual salary, based on the achievement of pre-determined performance objectives determined by mutual agreement between Ms. Lepore and the Company’s board of directors or its designated committee. For the twelve-month period following the date of commencement of Ms. Lepore’s employment with the Company (the “Effective Date”), she will receive a guaranteed target bonus in an amount equal to 100% of her annual salary paid with respect to that twelve-month period.

• Ms. Lepore will receive up to $1,000,000 as a signing bonus. This bonus is intended to cover her relocation costs to Washington State and to compensate her for the loss of restricted stock and unvested stock options granted to Ms. Lepore by her prior employer. The signing bonus will be payable in installments as follows, provided that Ms. Lepore remains continuously employed by the Company: (a) $500,000 payable on the later of one month after the Effective Date or the date that Ms. Lepore establishes residency in Washington State for state tax purposes, (b) $200,000 on the first anniversary of the Effective Date, (c) $200,000 on the second anniversary of the Effective Date, and (d) $100,000 on the third anniversary of the Effective Date.

• Ms. Lepore will be granted an option to purchase 4,000,000 shares of the Company’s common stock, at an exercise price per share equal to the fair market value of the Company’s common stock on the date Ms. Lepore accepts the Company’s offer. These option shares will vest and become exercisable as follows, provided that Ms. Lepore remains continuously employed by the Company: (a) 2,000,000 will vest and become exercisable over a four-year period commencing on the Effective Date (“Time-Based Options”), with 400,000 vesting upon the six month anniversary of the Effective Date and the remaining 1,600,000 vesting in equal quarterly installments over the subsequent forty-two month period; (b) 1,000,000 will vest and become exercisable when the Company’s common stock trades for thirty consecutive trading days at a price of $5.00 or more per share; (c) 750,000 will vest and become exercisable when the Company’s common stock trades for thirty consecutive trading days at a price of $10.00 or more per share; and (d) 250,000 will vest and become exercisable when the Company’s common stock trades for thirty consecutive trading days at a price of $20.00 or more per share. The 2,000,000 option shares for which vesting is based upon the price of the Company’s common stock are referred to collectively as “Performance-Based Options.” Notwithstanding the foregoing, the Performance-Based Options will vest in full upon Ms. Lepore’s continuous employment by the Company for a period of no more than four years from the Effective Date, even if such performance objectives are not achieved.

• If during Ms. Lepore’s employment with the Company there is a change of control of the Company, the portion of the signing bonus that Ms. Lepore has not yet received will become payable immediately, and the Time-Based Options will immediately become fully vested and exercisable. Further, the Performance-Based Options may become vested and exercisable by applying the per share stock price paid by the acquiror in the transaction that constitutes the change of control, notwithstanding the requirement that the Company’s common stock trade at or above a certain price for thirty consecutive trading days. In the event that the benefits provided to Ms. Lepore upon a change of control constitute “parachute payments” within the meaning of Section 280G of the Internal Revenue Code, such benefits may be reduced to the extent necessary for such benefits not to be subject to the excise tax imposed by Section 4999 of the Internal Revenue Code.

• If Ms. Lepore’s employment is terminated by the Company without cause or Ms. Lepore resigns her employment for good reason, she will receive a severance package that includes one year of annual salary and one year of target bonus at the levels in effect at the time of such termination, payable in a lump sum at Ms. Lepore’s option. In addition, Ms. Lepore will receive twelve additional months of vesting credit under her Time-Based Options and any other subsequently-granted options for which vesting is exclusively based on her continued service to the Company. Ms. Lepore will not receive any further payment of the signing bonus; however, she will not be required to pay back any portion of the signing bonus that she has already received. Ms. Lepore’s receipt of these benefits will be subject to her compliance with the Company’s confidentiality agreement and her execution of a release of claims in the form customarily used by the Company upon termination of the employment of a senior executive officer.

• Following Ms. Lepore’s termination of employment for any reason (except on account of death or permanent and total disability, in which case Ms. Lepore, her legal representative, or her beneficiary, as applicable, will have twelve months from the date of such termination to exercise), she will have a period of up to one year in which to exercise her vested options, provided that any vested options not exercised on or prior to the date of her termination of employment will terminate as follows: 25% will terminate three months following her termination, and an additional 25% will terminate at the end of each three-month period thereafter.

• The Company will indemnify Ms. Lepore and provide her with coverage under the Company’s directors’ and officers’ insurance policy with respect to her service as an officer and director of the Company, to the same extent provided to the Company’s other officers and directors.



The foregoing description of the Offer Letter is qualified in its entirety by reference to the provisions of the Offer Letter attached as Exhibit 10.1 to this current report on Form 8-K/A.

Item 5.02. Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers.

(b) On September 22, 2004, the Company announced the retirement of Peter M. Neupert, the Company’s chairman of the board, and L. John Doerr from the Company’s board of directors. The resignation of these directors is effective as of September 22, 2004.

(c) On September 22, 2004, the Company announced the appointment of Dawn G. Lepore as the Company’s chief executive officer and chairman of the board, effective on or about October 11, 2004. The material terms and conditions of Ms. Lepore’s employment with the Company are set forth in the Offer Letter, and are described under Item 1.01 above, which description is incorporated by reference into this Item 5.02(c).

Ms. Lepore, age 49, has served as Vice Chairman - Active Trader, Technology, Operations, Administration and Business Strategy of The Charles Schwab Corporation (“CSC”) since August 2003. She served as Vice Chairman—Technology, Active Trader, Operations, and Administration of CSC and Charles Schwab & Co., Inc. (“Schwab”) from May 2003 until August 2003, as Vice Chairman - Technology, Operations and Administration of CSC and Schwab from July 2002 until May 2003, and as Vice Chairman - Technology and Administration of CSC and Schwab from 2001 to 2002. Ms. Lepore was Vice Chairman and Chief Information Officer of CSC and Schwab from 1999 to 2001 and Executive Vice President and Chief Information Officer of CSC and Schwab from 1993 to 1999. Ms. Lepore joined Schwab in 1983. The Charles Schwab Corporation, through Charles Schwab & Co., Inc. and its other operating subsidiaries, is a financial services firm. Ms. Lepore currently serves as a director of Wal-Mart Stores, Inc., eBay Inc., and Catalyst, Inc. She holds a B.A. degree from Smith College in Northampton, Massachusetts.

There are no family relationships between Ms. Lepore and any of our directors or officers

(d) As described in Item 5.02(c) above, on September 22, 2004, the Company announced the appointment of Dawn G. Lepore as chairman of the board, effective as of October 11, 2004.

Source: SEC

Ebro

[Ebro]

@ all

Wir bilden eine Untertasse.

Trendumkehr ist im Gange bei anhaltend gutem Marktumfeld.

Wann sehen wir die 4 ??

Ebro

[Ebro]

@ all

Hatte mir ehrlich gesagt für das 4. Quartal mehr erhofft. Wieder ein Verlust und magere Aussichten für 2005. Aktuell -17 %.

Wednesday, February 02, 2005 08:00 ET

Feb 2, 2005 (streetinsider.com via COMTEX) --Drugstore.com (Nasdaq: DSCM) reports a Q4 loss of $0.07 per share, in-line with estimates. Q4 revenues were $103.6 million, higher than analysts estimates of $95.24 million. DSCM guides lower for Q1 and full-year revenue outlook.

StreetInsider.com Premium is also available to Bloomberg Terminal users. Bloomberg users type STIN <GO> for more information.

StreetInsider.com, Inc.


Ebro

[Ebro]

@ all

drugstore.com, inc. Announces Private Equity Financing
BELLEVUE, Wash., Mar 2, 2005 (BUSINESS WIRE) -- drugstore.com, inc. (the "Company") (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced that it closed a private sale of 10 million shares of common stock to a New York-based private investment partnership for $26 million in cash.

"As we highlighted during our fourth quarter earnings call, 2005 will be an investment year -- in our brand, in marketing and in technology -- which we believe will create an even stronger, profitable company," said chief financial officer Bob Barton. "This financing will help us make these investments while further strengthening our balance sheet."

Under the terms of the agreement, the investor agreed to a one year lock-up of the purchased shares, and the Company has agreed to file a registration statement covering the resale of those shares. The Company intends to use the proceeds from the sale of these shares for general corporate purposes, including (but not limited to) investments in marketing and in technology.

For additional details on this transaction, please refer to the Company`s related filing with the SEC on Form 8K.

Source: drugstore.com, inc.

Ebro

[Ebro]

@ all

Ob das nochmal was wird?

drugstore.com, inc. to Announce First Quarter Earnings During Conference Call on Thursday, April 28th at 5:00 p.m. ET
BELLEVUE, Wash., Apr 06, 2005 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, will announce its financial results for the first quarter of 2005 during a conference call on Thursday, April 28, 2005, at 5:00 p.m. ET (2:00 p.m. PT). A press release with the full text of the first quarter earnings will be distributed via Business Wire and posted on the drugstore.com(TM) Web site at www.drugstore.com under Corporate Information.

The conference call will be broadcast live over the Internet and will be accessible through replays for 60 days on the drugstore.com(TM) Web site.

Source: drugstore.com, inc.

Ebro

[Ebro]

@ all

drugstore.com, inc. (Nasdaq: DSCM) First Quarter Earnings Invitation


Date:
Thursday, April 28, 2005

Time:
2:00 p.m. PT, 5:00 p.m. ET

Who:
Bob Barton, CFO
Dawn Lepore, Chairman and CEO

What:
drugstore.com, inc. (Nasdaq: DSCM) will issue a news release reporting its results for the first quarter (ended April 3, 2005) after markets close on April 28, 2005 and executives will participate in a conference call with investors.

Access:
800-218-9073 (U.S.)*
303-262-2190 (International)*
www.drugstore.com (Online)

*In order to ensure participation by phone, please dial in 10 minutes prior to the scheduled start time.

RSVP:
Brinlea Johnson, Blueshirt Group for drugstore.com, inc.
[phone]
[e-mail]

Replays:
A replay of the conference call will begin approximately two hours after its completion and will run through Monday, May 2, 4:00 p.m. PT. To hear the replay, parties in the United States and Canada should call 800-405-2236 and enter passcode 11027699 and international parties should call 303-590-3000 and enter passcode 11027699. An audio archive of the conference call will also be available in the "Investor Relations" section under "Corporate Information" on the Company`s website at www.drugstore.com. The online archive will be available for 60 days after the call.

Ebro

[Ebro]

drugstore.com, inc. Announces First Quarter 2005 Financial Results

Company Reports Strong Sales of $99.6 Million Driven by a
26% Increase in OTC Sales and a 24% Increase in Mail-Order Pharmacy Sales

BELLEVUE, WA -- April 28, 2005 - drugstore.com, inc. (NASDAQ: DSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the first quarter ended April 3, 2005. The company reported an 18% year-over-year increase in net sales, to $99.6 million, and a 12% year-over-year increase in gross profit, to $20.2 million, propelled by year-over-year net sales growth of 26% in OTC and 24% in mail-order pharmacy.

"Our stronger-than-expected sales in the first quarter were driven by solid revenue growth across our OTC, mail-order pharmacy, and local pick-up pharmacy segments," said Dawn Lepore, chief executive officer and chairman of the board of drugstore.com, inc. "Net sales were the second highest in corporate history, second only to our seasonally strong fourth quarter in 2004, while total operating expenses as a percentage of net sales declined to an all-time low."

Net loss for the first quarter was $5.0 million, or $0.06 per share, compared to $4.6 million, or $0.06 per share, for the first quarter of 2004. EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation) was $1.3 million for the first quarter, compared to an EBITDA loss of $961,000 for the first quarter of 2004.

"During the quarter, we established a new brand platform and began work on a targeted yet aggressive print campaign to capitalize on our market leadership position," continued Lepore. "Importantly, we also completed and strengthened our management team, with the additions of four talented executives: vice president of strategy, Jonathan Tinter; vice president of pharmacy, Matthew Stepka; chief information officer, Talat Sadiq; and chief technology officer, John Helm. We believe that these talented organizational additions and investments in marketing and technology position us to execute on our growth plan."

"Gross margin was 20.3% for the first quarter, in line with the fourth quarter of 2004," said Bob Barton, vice president and chief financial officer of drugstore.com, inc. "During the first quarter, we continued to drive scale efficiencies through both our fulfillment and order processing and G&A expense categories. We also strengthened our balance sheet with the addition of $26.0 million in private equity financing, ending the quarter with $57.5 million in cash, cash equivalents and marketable securities, which enhances our ability to invest in our business for future growth and profitability. In the second quarter, we will increase our marketing and technology investments as planned, as we ramp up our branding initiatives."

Outlook for the Second Quarter 2005


For the second quarter of 2005, drugstore.com, inc. is targeting a net sales range of $95.0 million to $99.0 million, a net loss range of $6.6 million to $7.9 million, and an EBITDA loss range of $3.3 million to $4.6 million. Explained Barton, "Our net sales range is based on our expectation

of continued solid growth from our core segments, OTC (excluding wholesale OTC) and mail-order pharmacy, and a continued low level of investment in our local pick-up pharmacy and vision segments and our wholesale OTC business."

Financial and Operational Highlights for the First Quarter of 2005
(all comparisons are made with the first quarter of 2004, unless otherwise noted)

Net Sales Highlights:

Net sales in the OTC segment grew by 26% to $44.5 million, with net sales from repeat OTC customers growing by 30%.
Mail-order pharmacy net sales grew by 24% to $18.0 million.
Local pick-up pharmacy net sales grew by 16% to $25.0 million.
Vision net sales were down 6% from the first quarter of 2004, but grew by 2% from the fourth quarter of 2004.
Total order volume (including wholesale OTC orders) grew by 14%, to 1.3 million orders.
Average net sales per order were $77, up from $74. Average net sales per order grew by 3% to $56 for OTC ($59 excluding wholesale OTC sales), by 9% to $141 for mail-order pharmacy, by 6% to $82 for vision, and by 6% to $107 for local pick-up.
Revenue from repeat customers represented 77% of net sales.
Key Customer Milestones:

Approximately 6.3 million customers have been served since inception.
The number of active customers grew by 21% year-over-year, to approximately 1.9 million.
The average annual spend per active customer grew $14, or 8%, to approximately $187.
Other Financial Highlights:

Fulfillment and order processing expenses improved to 10.3% of net sales, an all-time low as a percentage of net sales.
Marketing and sales expense per new customer was $23.
Inventory turned at an annualized rate of 15 during the quarter.
The company ended the quarter with approximately 700 employees.
Conference Call

Investors, analysts, and other interested parties are invited to join the drugstore.com™ quarterly conference call on Thursday, April 28, 2005 at 5:00 p.m. ET (2:00 p.m. PT). To participate, callers should dial 800-218-9073 (international callers should dial 303-262-2190) five minutes beforehand. Investors may also listen to the conference call live at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink. A replay of the call will be available through Monday, May 2, 2005 at 800-405-2236 (enter pass code 11027699) or internationally at 303-590-3000 (enter pass code 11027699) beginning two hours after completion of the call.

Non-GAAP Measures

To supplement the consolidated financial statements presented in accordance with GAAP, drugstore.com, inc. uses the non-GAAP measure of EBITDA, defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expenses and stock-based compensation. This non-GAAP measure is provided to enhance the user`s overall understanding of the company`s current financial performance and prospects for the future. Management believes that EBITDA, as defined, provides useful information to the company and to investors by excluding certain items that may not be indicative of the company`s core operating results. In addition, because drugstore.com, inc. has historically provided EBITDA measures to investors, management believes that including EBITDA measures provides consistency in the company`s financial reporting. However, EBITDA should not be considered in isolation, or as a substitute for, or as superior to, net loss, cash flows, or other consolidated loss or cash flow data prepared in accordance with GAAP, or as a measure of the company`s profitability or liquidity. Although EBITDA is frequently used as a measure of operating performance, it is not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. Net loss is the closest financial measure prepared by the company in accordance with GAAP in terms of comparability to EBITDA loss.

drugstore.com, inc. also uses non-GAAP measures in which wholesale OTC sales are excluded from OTC segment sales data. These non-GAAP measures are provided to enhance the user`s overall understanding of the company`s financial performance in the OTC segment. Management believes that these reporting metrics provide useful information to the company and to investors by excluding certain items that may not be indicative of the company`s core operating results in the OTC segment. By excluding wholesale OTC sales from OTC sales data, the company can more effectively assess the buying behavior of, and the company`s financial performance with respect to, its own OTC customers (those customers making purchases through Web sites owned by drugstore.com, inc. and its subsidiaries). However, these non-GAAP measures should not be considered in isolation, or as a substitute for, or as superior to, OTC segment sales data prepared in accordance with GAAP, or as a measure of the company`s overall performance in the OTC segment. OTC segment sales measures are the closest financial measures prepared by the company in accordance with GAAP in terms of comparability to OTC segment sales measures that exclude wholesale OTC sales.

Source: druggstore.com, inc.

Ebro

[prof19]

@Ebro

ist Nix Wasa noch greifbar?

[Ebro]

@prof19

Nix wasa - weiss ich nicht.

DSCM geht heute ab. Fragt sich nur warum. Seit anfang Mai tendieren wir nach oben. Und das obwohl noch lange keine schwarzen Zahlen in Sichtweite sind.

Ebro

[Ebro]

@ all

Man stelle sich mal vor:

Net loss for the first quarter was $5.0 million, or $0.06 per share, compared to $4.6 million, or $0.06 per share, for the first quarter of 2004. EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation) was $1.3 million for the first quarter, compared to an EBITDA loss of $961,000 for the first quarter of 2004.

Das gleiche negative Nettoergebnis wie ein Jahr zuvor. EITDA Verluste sogar noch höher. Immer noch keine schwarze Zahl in Sicht.

Ebro

[prof19]

@Ebro

es gibt eine Investorenkonferenz. DSCM könnte in Kürze besser dastehen, warten wirs mal ab.

[fallencommunist]

und ich habe mir die ganze letzte woche überlegt einzusteigen.....das ist ärgerlich.

lg rudi

[Ebro]

@rudi

Ich habe schon einige Käufe und Verkäufe mit DSCM gemacht. Immer wieder habe ich auf schwarze Zahlen gehofft und diese sind nie gekommen.

Könnte sein, dass wir mit dem diesjährigen Weihnachtsgeschäft im 4. Quartal eine Überraschung ¨mit positiven Zahlen erleben. Schaun wer mal.

Ebro

[prof19]

@rudi

schön, dass es dich auch noch gibt

[Buddah]

Frau Gates kauft wieder DRUGSTORE.COM Aktien...



http://finance.yahoo.com/q/it?s=DSCM

gruss B.

[Ebro]

Thursday , July 28, 2005 16:43 ET

QUARTER RESULTS
Drugstore.com Inc (DSCM) reported Q2 results ended June 2005. Q2 Revenues were $96.89M; +10.30% vs yr-ago; MISSING revenue consensus by -1.21%. Q2 EPS was (5c); +28.57% vs yr-ago; BEATING earnings consensus by +28.57%.

Q2 RESULTS Reported Year-Ago Y/Y Chg Estimate
---------- ------------ ------------ ---------- ------------
Revenues: $96.89M $87.84M +10.30% $98.08M
---------- ------------ ------------ ---------- ------------
EPS: (5c) (7c) +28.57% (7c) +28.57%
---------- ------------ ------------ ---------- ------------ ----------
QUARTERLY GUIDANCE:
Company issues Next-Q Revenue guidance BELOW consensus estimate, expecting: "Q3 net sales of $93M-$96M"

Company provided the following guidance for Next-Q EPS: "Expects Q3 net loss of $7.5M-$8.5M"

ANNUAL GUIDANCE:
Company provided NO Revenue guidance for coming year.

Company provided NO EPS guidance for coming year.

Ebro

[Ebro]

Monday , August 08, 2005 10:02 ET

Company representatives of Drugstore.com Inc (NasdaqNM: DSCM) will be presenting at the Pacific Crest Securities Technology Forum today. The Company`s presentation is scheduled to begin at 12:00 ET.

Expected Speaker(s):
Bob Barton, CFO


Misc Releated Info:

** Original Confirmation

** Conference Information:

Pacific Crest Securities Technology Forum
The event will feature presentations by the senior management of leading companies in the retail, miscellaneous electronic technology, and computers industries. The conference will provide institutional investors the opportunity to gain in-depth perspectives on emerging trends and key issues of the leading technology and interactive media companies.

Conference Dates: 08/07/2005-08/10/2005
Sonnenalp Resort
Vail, CO


Ebro

[buyer10]

Hallo Leute,
endlich gibt es mal wieder Leben in diesem Thread.
Hab schon gedacht, hier rührt sich nichts mehr.
Ich bin schon seit einiger Zeit in dieser Aktie und hab auch schon meine Höhen u. Tiefen miterlebt.
Langfristig bin ich überzeugt, daß sich das Geschäftsmodell durchsetzt.
Die Zahlen könnten allerdings vom Ergebnis her schon etwas besser ausfallen. Wachstum ist o.k.
Hab mir damals auf die Werbung für die Aktie von NixWasa einiges in Depot geholt und auch gehalten bzw. zugekauft.
Ich bleib auf jeden Fall dabei und werde auch noch zukaufen.(Warte noch auf ein Herbsttief hi,hi)
Ansonsten wünsche ich allen die diese Aktie haben natürlich auch viel Glück!
Übrigens bin ich ein kleiner(stiller) Fan von Prof19, kep,adera u. natürlich NixWasa(Gott hab ihn selig)
vom Sohu Thread.
Würde mich freuen, auch von diesen Leuten mal wieder evtl. auch zu diesem Wert was zu hören.

Schöne Grüsse - Euer buyer10

[flex8]

scheint so als ob drugstore wieder an hoehe gewinnt.
hoffentlich klappt es dieses mal

[Rani]

@all
Hat jemand eine Ahnung woher das Volumen kommt,ohne das der Kurs sich nennenswert bewegt.
Danke!

[buyer10]

Hallo Rani,
keine Ahnung woher das Volumen kommt.
Ich denke, daß es nicht mehr lange dauern kann, bis Drugstore wieder über 4 Dollar geht. Auf jeden Fall aus meiner Sicht ein gutes Zeichen. Ich verkauf` zum jetzigen Zeitpukt kein einziges Stück.
Vielleicht weiss jemand mehr -
Grüsse buyer10

[Ebro]

Monday , September 19, 2005 08:01 ET

BOZEMAN, Mont., Sept 19, 2005 /PRNewswire-FirstCall via COMTEX/ --RightNow(R) Technologies (Nasdaq: RNOW) today announced drugstore.com, inc., a leading online provider of health, beauty, vision and pharmacy products, has deployed RightNow`s unique voice and customer self-service solutions to support its multiple Web sites, including www.drugstore.com, www.beauty.com, and www.visiondirect.com. The technology will enable the company to deliver high-quality self-service via both phone and the Web.

Self-service is important for drugstore.com(TM) customers, who typically prefer to find their own answers and solve many of their own service issues. With these automated features, drugstore.com expects to further enhance customer satisfaction and loyalty, support the tech-savvy image of its world-class brand, and improve the efficiency of its contact center operations.

RightNow`s award-winning technology optimizes the effectiveness of self-service channels through a variety of competitively differentiated capabilities, including streamlined knowledge base content management and AI-enhanced search functions. In addition, unlike other products on the market, RightNow leverages a common, patented knowledge base across all solutions. This knowledge base can significantly reduce the cost of content development and management, while ensuring customers receive consistently accurate answers via both channels.

drugstore.com(TM) customer service agents will use this same knowledge base as a primary internal information resource.

"Our highly educated, tech-savvy customers have a very strong preference to help themselves," Ron Kelly, senior director of operations for drugstore.com, inc., said. "With RightNow Service(TM), we can make their self-service experience highly satisfying and maximize the number of issues we resolve without human intervention."

After an evaluation of competitive products, drugstore.com chose RightNow for its ability to integrate voice and Web solutions, the ease of implementation offered by its on-demand delivery model, and its track record of success with both Fortune 500 and entrepreneurial companies.

"Because voice and the Web are simply two channels for executing a common set of CRM processes, it is fundamentally inefficient and more expensive to support them with separate, stove-piped applications," Joseph Brown, RightNow`s vice president of voice solutions, said. "RightNow`s integrated, cross-channel approach is both innately logical and economically compelling, and it gives companies like drugstore.com one more very strong reason to embrace our industry-leading self-service solutions."

Source: drugstore.com

Ebro

[Ebro]

Uuups ein 8-K:

Item 1.01. Entry into a Material Definitive Agreement

On October 3, 2005, drugstore.com, inc. (the "Company") entered into a Separation Agreement and Release (the "Separation Agreement") with Kathy Gersch, the Company`s Vice President, Retail Over-the-Counter. A copy of the Separation Agreement is attached as Exhibit 10.1 to this Current Report on Form 8-K. The Company and Ms. Gersch have agreed that her employment with the Company will end on October 14, 2005 (the "Termination Date"), but that Ms. Gersch will assist the Company from the Termination Date until December 31, 2005 (the "Transition Period") to facilitate a smooth transition.
In the Separation Agreement, the Company and Ms. Gersch agreed to the material terms and conditions set forth below:

- Ms. Gersch`s employment with the Company and its affiliates will end on the Termination Date, but Ms. Gersch will use best efforts to be available to consult with or perform small projects for the Company during the Transition Period.

- The Company will pay Ms. Gersch separation payments up to an amount equal to her current base salary through December 31, 2005 (the "Separation Payments"). In addition, if any Company vice president receives a bonus for his or her performance during the 2005 fiscal year, Ms. Gersch will be awarded a bonus at the discretion of the Company`s chief executive officer.

- The Company will accelerate vesting on options that would have otherwise vested during the Transition Period. The Company will allow Ms. Gersch to exercise vested option grants until March 31, 2006.

- The Company has paid its portion of the medical and dental benefits insurance premium that Ms. Gersch has been receiving as an employee of the Company through October 31, 2005. In addition, if Ms. Gersch elects to continue coverage under COBRA, the Company will, through December 31, 2005, pay that portion of Ms. Gersch`s COBRA premium that corresponds to the same level of medical and dental benefits insurance coverage paid for by the Company as of the Termination Date (the "COBRA Benefits").

- Ms. Gersch`s right to Separation Payments and COBRA Benefits will immediately cease if Ms. Gersch earns any amount from employment, consulting or other performance of personal services through December 31, 2005.

- The Confidentiality and Inventions Agreement between the Company and Ms. Gersch will remain in full effect.

- Ms. Gersch waives any claims against the Company and releases the Company from any claims that existed or may have existed at any time up to the date of the Separation Agreement, with the exception of any claims arising under the Indemnification Agreement between the Company and Ms. Gersch, which remains in full effect.

The foregoing description of the Separation Agreement is qualified in its entirety by reference to the provisions of the Separation Agreement attached as Exhibit 10.1 to this Current Report on Form 8-K.



Item 9.01. Financial Statements and Exhibits

(c) Exhibits
10.1 Separation Agreement and Release, dated as of October 3, 2005, between drugstore.com, inc. and Kathy Gersch.



--------------------------------------------------------------------------------



Signature(s)

Pursuant to the Requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this Report to be signed on its behalf by the Undersigned hereunto duly authorized.

DRUGSTORE.COM, INC.


Date: October 07, 2005.

Ebro

[Ebro]

Na dann schaun wir mal. Vielleicht schon bald schwarze Zahlen (4.Quartal??).

For the latest news from drugstore.com entitled:

drugstore.com, inc. to Announce Third Quarter Earnings During Conference Call on Thursday, October 27th at 5:00 p.m. ET


Ebro

[buyer10]

Hallo Ebro,
bist Du momentan in Drugstore investiert?
Ich denke an Zukäufe nach, bin mir aber ehrlich gesagt nicht sicher ob ich nicht doch die Quartalszahlen abwarten soll!
Deine Meinung würde mich interessieren - Danke
Gruß buyer10

[buyer10]

Was ist denn jetzt los??????????????
Jetzt schon über 7% im Minus!!!
Falls NixWasa noch in dieser Aktie investiert ist, sollte Er doch noch mal seinen Senf dazu geben!
Evtl. auch unter anderen Namen - ist auch egal!
Daß Drugstore wieder auch bis 3$ zurückfällt, hätte ich mir eigentlich so nicht vorgestellt.
Meine Meinung: wenn die 3$ Marke nicht hält, wird` s grob
und ich bin raus.
Andere Meinung? - aber bitte nicht alle auf einmal

[Ebro]

@buyer10

Ich konnte auf die Schnelle nichts finden. Vielleicht gibt es ein Gerücht über die Quartalsergebnisse, die am 27.10. präsentiert werden sollen.

Zu Deiner Frage, nein ich bin nicht investiert und beobachte den Wert nur. Ich war letztes Jahr zu den Quartalsergebnissen des 4. Quartals drin, weil ich dachte mit dem guten Weihnachtsumsatz könnten die Jungs schwarz schreiben. Sie haben es aber nicht geschafft und da habe ich verkauft. Jetzt beobachte ich nur. Der 8-K mir Ms. Gersch hat mir nicht gefallen.

Ebro

[buyer10]

Hi Ebro,
danke für Deine Antwort - werde wohl auch wieder zu den "Beobachtern" wechseln.
Habe nach wie vor keine Ahnung, warum Drugstore so fällt!

[Ebro]

Na so wird das wohl so schnell noch nichts.

Der Quartalsbericht:

drugstore.com, inc. Announces Third Quarter 2005 Financial Results; Company Reports 27% Year-Over-Year Growth in OTC Net Sales
BELLEVUE, Wash., Oct 27, 2005 (BUSINESS WIRE) -- drugstore.com, inc. (NASDAQ: DSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the third quarter ended October 2, 2005. The company reported net sales of $96.6 million and a gross profit of $19.2 million, propelled by year-over-year net sales growth of 27% in its over-the-counter (OTC) segment (excluding wholesale OTC) and 19% in its mail-order pharmacy segment.

"With the exception of our small wholesale OTC business, all of our business units showed solid year-over-year growth," said Dawn Lepore, chief executive officer and chairman of the board of drugstore.com, inc. "Most importantly, we continue to post double-digit growth in our core OTC and mail-order pharmacy businesses. During the third quarter, we saw evidence of strong progress in a number of key metrics for our business. For example, our active customer base is now approaching 2 million, OTC net sales from repeat customers increased by 36% year-over-year, and our average annual customer spend continues to show strong growth over last year, up $17 to $193."

The company also announced today the termination of its wholesale OTC fulfillment agreement with Amazon.com, Inc., effective November 9, 2005. In the third quarter, wholesale OTC sales generated under the agreement with Amazon.com were $1.5 million, with very low margins. Stated Ms. Lepore, "Given the decline in wholesale OTC revenues, low margins associated with this business and considerable management distraction, I made the strategic decision to contact Amazon.com and end our partnership."

Net loss for the third quarter of 2005 was $7.1 million, or $0.08 per share, compared to a net loss of $32.8 million, or $0.43 per share, for the third quarter of 2004. Adjusted EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation, and adjusted to exclude non-cash charges for impairment of goodwill and other intangible assets and a non-cash litigation settlement) was $4.6 million for the third quarter of 2005, compared to an adjusted EBITDA loss of $2.2 million for the third quarter of 2004. The company`s net loss and adjusted EBITDA loss for the third quarter of 2005 reflects $1.9 million in marketing expenses attributable to the company`s brand and personalization campaigns that launched in September.

"Building on our solid foundation and growth in our core businesses, we implemented some exciting new initiatives that we believe will further strengthen our company," added Ms. Lepore. "First, we introduced our new brand on August 15th, giving the company a fresh look. Second, we redesigned the website, including simplifying our check-out procedure to improve order conversion. Next, we expanded our personalization strategy, employing enhanced segmentation to aid order conversion and drive more effective e-mail marketing programs. Finally, we launched an ongoing brand advertising campaign targeted at increasing the awareness of our brand and the breadth of our product offerings. Preliminary feedback from all of these programs has been encouraging."

Outlook for the Fourth Quarter 2005

For the fourth quarter of 2005, drugstore.com, inc. is targeting a net sales range of $105.0 million to $110.0 million, a net loss range of $6.4 million to $7.4 million, and an EBITDA loss range of $3.7 million to $4.7 million. As previously disclosed, drugstore.com operates on a 52/53 week retail calendar year, with each quarter in a 52-week fiscal year representing a 13-week period. Fiscal year 2004 was a 53-week fiscal year, with the fourth quarter representing a 14-week period. Accordingly, the company`s guidance ranges for the fourth quarter of 2005 reflect one less week than the fourth quarter of 2004. The guidance ranges also reflect the termination of the company`s wholesale OTC fulfillment agreement with Amazon.com, which termination is effective November 9, 2005.

Financial and Operational Highlights for the Third Quarter of 2005

(all comparisons are made with the third quarter of 2004, unless otherwise noted)

Net Sales Highlights:

-- Excluding the company`s lower-margin wholesale OTC business,(1) OTC net sales grew by 27%. Overall, OTC net sales grew by 18% to $41.7 million,(2) with net sales from repeat OTC customers(3) growing by 36%. Wholesale OTC net sales were down 60% to $1.5 million.

-- Mail-order pharmacy net sales reached an all-time high, growing by 19% to $19.2 million.

-- Local pick-up pharmacy net sales grew by 6% to $23.4 million.

-- Vision net sales were up 14% to $12.3 million.

-- Total order volume grew by 14% to 1.3 million orders.(4)

-- Average net sales per order were $77. Average net sales per order were stable at $55 for OTC ($58 excluding wholesale OTC) and grew by 7% to $149 for mail-order pharmacy, by 7% to $111 for local pick-up pharmacy, and by 4% to $83 for vision.

-- Net sales from repeat customers represented 80% of net sales.

Key Customer Milestones:

-- Approximately 6.8 million customers have been served since inception, including 286,000 new customers in the third quarter.

-- The number of active customers(5) grew by 9% to approximately 2.0 million.

-- The average annual spend per active customer(6) grew $17, or 10%, to approximately $193.

Other Financial Highlights:

-- Fulfillment and order processing expenses improved to 10.1% of net sales, down from 11.4% of net sales.

-- Inventory turned at an annualized rate of 14 during the quarter.

Conference Call

Investors, analysts, and other interested parties are invited to join the drugstore.com™ quarterly conference call on Thursday, October 27, 2005 at 5:00 p.m. ET (2:00 p.m. PT). To participate, callers should dial 800-366-7449 (international callers should dial 303-262-2142) five minutes beforehand. Investors may also listen to the conference call live at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink. A replay of the call will be available through Saturday, October 29, 2005 at 800-405-2236 (enter pass code 11041346) or internationally at 303-590-3000 (enter pass code 11041346) beginning two hours after completion of the call.

Source: drugstore.com, inc.

Ebro

[Ebro]

drugstore.com, inc. to Present at Morgan Stanley Software, Services, Internet & Networking Conference
BELLEVUE, Wash., Nov 01, 2005 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced that Dawn Lepore, chief executive officer and chairman of the board, and Bob Barton, vice president and chief financial officer, will speak at the Morgan Stanley Software, Services, Internet & Networking Conference being held at the Arizona Biltmore Resort & Spa in Phoenix, Arizona from November 2-4, 2005.

The drugstore.com™ presentation will take place on Wednesday, November 2, at 11:15 a.m. MT/1:15 p.m. ET. A live audio Webcast of the drugstore.com™ presentation can be accessed at www.shareholder.com/drugstore/.

drugstore.com, inc.

Ebro

[Ebro]

Der Quartalsbericht:

http://www.shareholder.com/drugstore/EdgarDetail.cfm?CIK=108…

Ebro

[Ebro]

Prospectus private placement:

http://investor.shareholder.com/drugstore/secfiling.cfm?fili…

Filed Pursuant to Rule 424(b)(3)
Registration No. 333-130097



PROSPECTUS



10,000,000 Shares







Common Stock




--------------------------------------------------------------------------------



The selling stockholder, Ziff Asset Management, L.P., or Ziff, may use this prospectus to offer and resell from time to time up to 10,000,000 shares of drugstore.com common stock for its own account. We will not receive any proceeds from the sale of these shares by the selling stockholder.



Our common stock is listed on the Nasdaq National Market under the symbol “DSCM.” The last reported sale price of our common stock on December 21, 2005 was $2.68 per share.



The selling stockholder may sell its shares from time to time on the Nasdaq National Market or by any other method permitted by applicable law. It may sell the shares at prevailing market prices or at prices negotiated with purchasers. The selling stockholder will be responsible for any commissions or discounts due to brokers or dealers. The amount of these commissions or discounts cannot be known at this time because they will be negotiated at the time of the sales. We will pay some of the other offering expenses of the selling stockholder. See “Plan of Distribution” beginning on page 22.



Investing in our common stock involves risks. See “ Risk Factors ” beginning on page 4.



Neither the Securities and Exchange Commission nor any state securities commission or other regulatory body has approved or disapproved these securities or determined if this prospectus is truthful or complete. Any representation to the contrary is a criminal offense.




--------------------------------------------------------------------------------



The date of this prospectus is December 23, 2005.

Ebro

[Ebro]

Drugstore - Softbank agreement

STOCK PURCHASE AGREEMENT

This STOCK PURCHASE AGREEMENT (this “Agreement”) is made and entered into as of December 26, 2005, between UTStarcom, Inc., a Delaware corporation (“Seller”), and SOFTBANK CORP., a Japanese corporation (“Purchaser”).

WHEREAS, Seller owns 8,022 ordinary shares of SB CHINA HOLDINGS PTE LTD, a Singapore corporation (“SBCH”) (the “Shares”), representing 10% of the total issued and outstanding shares of SBCH;

WHEREAS, Purchaser owns 72,200 ordinary shares of SBCH, representing 90% of the total issued and outstanding shares of SBCH; and

WHEREAS, Seller intends to sell to Purchaser and Purchaser intends to purchase from Seller the Shares;

NOW, THEREFORE, the parties hereby agree as follows:

1. Purchase and Sale of the Shares

Seller hereby agrees to sell to Purchaser and Purchaser hereby agrees to purchase from Seller all of Seller’s right, title and interest in and to the Shares for a purchase price of SGD$94,917,619.12, payable in U.S. dollars at the fixed conversion rate of 1.6676 (for a total of U.S.$56,918,697) (the “Purchase Price”).

2. Closing

2.1 The Closing . The closing of the purchase and sale of the Shares (the “Closing”) shall occur at the offices of Wilson Sonsini Goodrich & Rosati, P.C. in Palo Alto, CA U.S.A. on December 30, 2005 or such other date and place as the parties may mutually agree.

2.2 Closing Actions . The following actions shall be taken by the parties at the Closing:

(a) Delivery of Certificate for the Shares . Seller shall deliver to Purchaser the original certificates representing the Shares.

(b) Payment of Purchase Price . Purchaser shall pay to Seller the Purchase Price by wire transfer of immediately available funds to the following bank account of the Seller:

etc.

Ebro

[Ebro]

drugstore.com, inc. to Announce Fourth Quarter and Fiscal 2005 Earnings During Conference Call on Wednesday, February 1st at 5:00 p.m. ET

[Ebro]

Für die Interessierten:

drugstore.com, inc. (Nasdaq: DSCM) Fourth Quarter and Fiscal Year 2005 Earnings Invitation
Date: Wednesday, February 1st, 2006
Time: 2:00 p.m. PT, 5:00 p.m. ET
Who: Dawn Lepore, Chairman and CEO
Bob Barton, CFO
What: drugstore.com, inc. (Nasdaq: DSCM) will issue a news release reporting its results for the fourth quarter and fiscal year 2005 (ended January 1, 2006) after markets close on February 1st and executives will participate in a conference call with investors.
Access: 800-219-6110 (U.S.)*
303-262-2138 (International)*
www.drugstore.com (Online)
*In order to ensure participation by phone, please dial in 10 minutes prior to the scheduled start time.
RSVP: Brinlea Johnson, Blueshirt Group for drugstore.com, inc.
[phone]
[e-mail]
Replays: A replay of the conference call will begin approximately two hours after its completion and will run through Friday, February 3, 2006, 11:59 p.m. PT. To hear the replay, parties in the United States and Canada should call 800-405-2236 and enter passcode 11051297 and international parties should call 303-590-3000 and enter passcode 11051297. An audio archive of the conference call will also be available in the "Investor Relations" section under "Corporate Information" on the Company`s Web site at www.drugstore.com. The online archive will be available for 60 days after the call.

Ebro

[Ebro]

Die Zahlen sind noch nicht raus und schon der Griff in die Kasse... Tsssss Tsssss.

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported) : January 20, 2006



DRUGSTORE.COM, INC.

(Exact Name of Registrant as Specified in Charter)

Delaware


000-26137


04-3416255

(State or Other Jurisdiction of


(Commission File No.)


(IRS Employer

Incorporation)


Identification No.)

411 108th Ave NE

Suite 1400

Bellevue, Washington 98004

(Address of Principal Executive Offices, Including Zip Code)

[phone]

(Registrant`s Telephone Number, Including Area Code)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

[ ] Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

[ ] Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

[ ] Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

[ ] Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Item 1.01 Entry into a Material Definitive Agreement

On January 20, 2006, the Compensation Committee (the "Committee") of the Board of Directors of drugstore.com, inc. (the "Company") made changes to the compensation of certain executive officers of the Company. With respect to each executive officer named below, the Committee granted an additional non-statutory stock option under the Company`s 1998 Stock Plan, approved an increase in salary, approved the maximum target percentage of salary payable as a standard bonus for 2006, and approved the maximum amount of a special bonus for 2006, each in the amounts set forth opposite such executive officer`s name below. The final amounts of each individual`s bonuses for 2006, if any, will be determined based on the Company`s attainment of its performance goals regarding revenue and EBITDA and the CEO`s evaluation of the individual`s performance.

Name


Title


Option (# shares)


2006 Salary


Standard Bonus %


Special Bonus

Robert Barton


Vice President, Chief Financial Officer and Treasurer


60,000


$265,000


35%


$30,000

Alesia Pinney


Vice President, Legal and Human Affairs, General Counsel and Secretary


45,000


$220,000


25%


$10,000

Matthew Stepka


Vice President, Pharmacy


50,000


$225,000


25%


$20,000

Jonathan Tinter


Vice President, Business Strategy and Chief Marketing Officer


55,000


$235,000


30%


$20,000

On January 23, 2006, Luke Friang commenced his employment as Vice President and Chief Information Officer of the Company. Pursuant to an offer letter dated January 4, 2006, a copy of which is attached as Exhibit 10.1 to this current report, the Company and Mr. Friang agreed to the following material terms and conditions:

- Mr. Friang will be paid an initial annual salary of $205,000. For 2006, he will be eligible to receive a pro-rated bonus of up to 25% of his annual salary, based on the achievement of pre-determined performance objectives. Compensation for subsequent years will be determined annually by the Company`s Board of Directors and CEO.

- In addition, Mr. Friang will be eligible to receive a one-time bonus of up to $25,000 based on the achievement, within six months of his start date, of separate performance objectives to be agreed upon in writing by Mr. Friang and the Company`s CEO within 30 days after his start date (the "Six-Month Performance Objectives"). The determination of whether and to the extent the Six-Month Performance Objectives have been met, and the amount of the one-time bonus (if any) to be paid with respect to partial achievement of the Six-Month Performance Objectives, will be made by the CEO in her sole discretion.

- Mr. Friang will be granted an option to purchase 250,000 shares of Company common stock, at an exercise price per share equal to the fair market value of the Company`s common stock on the Friday after he begins employment. The option will vest over four years, with 20% vesting six months after the start date of his employment and the remaining 80% vesting in equal increments at the end of each quarterly period thereafter.

The foregoing description of Mr. Friang`s offer letter is qualified in its entirety by reference to the provisions of the offer letter attached as Exhibit 10.1 to this current report.

Item 9.01. Financial Statements and Exhibits.

(c) Exhibits

10.1 Offer Letter of Luke Friang dated January 4, 2006

Ebro

[Ebro]

DSCM ist immer noch rot:

For the latest news from drugstore.com entitled:

drugstore.com Announces 2005 Revenues of Approximately $400 Million -- Net Loss Narrows by 56%; Company Targets Adjusted EBITDA Profitability for the Second Half of 2006(1)

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[Ebro]

drugstore.com Announces 2005 Revenues of Approximately $400 Million -- Net Loss Narrows by 56%

Company Targets Adjusted EBITDA Profitability for the Second Half of 2006 [1]

BELLEVUE, WA -- February 1, 2006 - drugstore.com, inc. (NASDAQ: DSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the fourth quarter and fiscal year ended January 1, 2006. The company reported quarterly net sales of $106.4 million, an all-time high, and fiscal year 2005 net sales of $399.4 million. Fourth quarter net sales were driven by 26% year-over-year adjusted growth [2] in the company`s core over-the-counter (OTC) segment (excluding wholesale OTC [3] ) and 19% year-over-year adjusted growth in its mail-order pharmacy segment.

"During the quarter, we made a number of key strategic decisions that benefited our bottom line and that we believe will position us to reach adjusted EBITDA profitability during the second half of 2006," said Dawn Lepore, chief executive officer and chairman of the board of drugstore.com, inc. "First, we are focused on making each of our orders profitable, and to that end, we have adjusted our shipping charges and refined our shipping promotions. We are also eliminating or re-pricing unprofitable SKUs. Second, we evaluated the profitability potential of our existing partnerships, which led us to terminate our lower-margin wholesale OTC business with Amazon.com and restructure our relationship with Dr. Andrew Weil. Finally, we weighed

__________________

1. Adjusted EBITDA is a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation, and adjusted to exclude non-cash charges for impairment of goodwill and other intangible assets and non-cash litigation settlements.

2. drugstore.com, inc. operates on a 52/53-week retail calendar year, with each quarter in a 52-week fiscal year representing a 13-week period. Fiscal year 2004 was a 53-week fiscal year, with the fourth quarter representing a 14-week period, while fiscal year 2005 was a 52-week fiscal year, with the fourth quarter representing a 13- week period. The extra week in the fourth quarter of 2004 impacts year-over-year comparisons for both the fourth quarter and full year. To make results comparable on a 52-week basis for the purpose of presenting growth rates, each fourth quarter 2004 result for which the company presents a growth rate comparison has been multiplied by the fraction of 13/14.

3. Wholesale OTC net sales are generated by the company`s December 2003 agreement to provide fulfillment services to Amazon.com, Inc., which agreement was terminated effective as of November 9, 2005. A reconciliation of OTC net sales to OTC net sales excluding wholesale OTC is included in the financial data accompanying this press release.

the tangible benefits we`ve seen from our brand campaign against its estimated payback time and our anticipated proximity to EBITDA profitability, and decided to wind down the campaign in the first quarter of 2006."

"In the fourth quarter, we began to realize the positive impact of these and many other strategic decisions," added Ms. Lepore. "During the quarter we added a record 351,000 new customers, saw OTC net sales from repeat customers increase by 35% on a year-over-year comparable basis, and increased our overall average basket size to an all-time high of $80. Gross margin grew sequentially by 150 basis points and increased year-over-year by 120 basis points, to a solid 21.4% -- our best performance in almost two years. These improvements supported an adjusted EBITDA loss of $1.8 million (which is less than our fourth-quarter brand and personalization spend of $2.6 million) and positive cash flow from operations in the fourth quarter."

Net loss for the fourth quarter of 2005 was $4.5 million, or $0.05 per share, compared to a net loss of $5.4 million, or $0.07 per share, for the fourth quarter of 2004. Net loss for fiscal year 2005 was $20.9 million, or $0.23 per share, compared to $47.7 million, or $0.62 per share, for fiscal year 2004. Adjusted EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets, non-cash marketing expense and stock-based compensation, and adjusted to exclude non-cash charges for impairment of goodwill and other intangible assets and a non-cash litigation settlement) was $1.8 million for the fourth quarter of 2005, compared to $1.2 million for the fourth quarter of 2004. Adjusted EDITDA loss for fiscal year 2005 was $9.6 million, compared to $5.8 million for fiscal year 2004, and reflected, among other things, $5.5 million of expenses associated with the company`s brand development and personalization initiatives. The company`s net loss and adjusted EBITDA loss also reflect a $560,000 write-off of internally developed software in the fourth quarter.

"We continue to post double-digit growth in our core OTC and mail-order pharmacy businesses and believe we have identified a number of strong initiatives to continue to grow our sales," added Ms. Lepore. "At the same time, we are closely focusing on the profitability of each and every order and initiative, as we drive toward achieving our primary goal of long-term, sustainable profitability. We made significant progress in this area in 2005 and believe we have established a clear path to reaching adjusted EBITDA profitability for the second half of 2006."

Outlook for First Quarter and Fiscal Year 2006

For fiscal year 2006, drugstore.com, inc. is targeting a net sales range of $440.0 million to $460.0 million, a net loss range of $15.0 million to $20.0 million (reflecting stock option expense associated with the adoption of Statement of Financial Accounting Standards 123R), and an adjusted EBITDA range of $4.0 million in adjusted EBITDA loss to $1.0 million in adjusted EBITDA profit. The company is targeting adjusted EBITDA profitability for the second half of 2006 and expects to end the 2006 fiscal year with more than $35 million in cash, cash equivalents and marketable securities.

For the first quarter of 2006, drugstore.com is targeting a net sales range of $102.0 million to $107.0 million, a net loss range of $7.2 million to $8.2 million, and an adjusted EBITDA loss range of $3.5 million to $4.5 million (reflecting $1.7 million in brand campaign expenses in the first quarter).

Financial and Operational Highlights for the Fourth Quarter of 2005
(All comparisons are made with the fourth quarter of 2004. All net sales growth rates are adjusted to take into account the extra week in fiscal year 2004, unless otherwise noted.) [4]

Net Sales Highlights:

* Excluding the company`s wholesale OTC business [5] , OTC net sales grew by 26%, to $50.8 million. Net sales from repeat OTC customers grew by 35%. [6] Wholesale OTC net sales decreased 89% to $468,000, reflecting the termination of the company`s wholesale OTC fulfillment agreement with Amazon.com, effective November 9, 2005. (Without adjustment to reflect the extra week in 2004, OTC net sales grew by 17%, net sales from repeat OTC customers grew by 25%, and wholesale net sales decreased 90%.)
* Mail-order pharmacy net sales reached an all-time quarterly high of $20.0 million, growing by 19% (10% unadjusted).
* Local pick-up pharmacy net sales were relatively flat at $23.8 million.
* Vision net sales grew to $11.3 million, a 3% increase (a 5% decrease unadjusted).
* Total order volume grew to 1.3 million orders.
* Average net sales per order were an all-time high of $80. Average net sales per order grew by 2% to $60 for OTC ($61 excluding wholesale OTC), by 7% to $151 for mail-order pharmacy, by 5% to $112 for local pick-up pharmacy, and by 3% to $83 for vision.
* Net sales from repeat customers represented 80% of net sales.

Key Customer Milestones:

* 7.2 million customers have been served since inception, including 351,000 new customers in the fourth quarter.
* The number of active customers [7] grew by 10% to 2.0 million.
* The average annual spend per active customer [7] grew $10, or 6%, to $192.

Other Financial Highlights:

* Fulfillment and order processing expenses improved to 9.8% of net sales, down from 10.6%.
* Inventory turned at an annualized rate of 14 during the quarter .

_______________________

4. See Note 2.

5. See Note 3.

6. Revenue from repeat customers excludes wholesale OTC net sales and reflects only the activity of customers making purchases through web sites owned by drugstore.com, inc. and its subsidiaries.

7. Active customer base reflects those customers who have purchased at least once within the last 12 months. Both the active customer base (a trailing 12-month number) and average annual spend per active customer exclude net sales and orders associated with the company`s wholesale OTC fulfillment business, and reflect only the activity of customers making purchases through Web sites owned by the company and its subsidiaries.



Conference Call

Investors, analysts, and other interested parties are invited to join the drugstore.com ™ quarterly conference call on Wednesday, February 1, 2006 at 5:00 p.m. ET (2:00 p.m. PT). To participate, callers should dial 800-219-6110 (international callers should dial 303-262-2138) five minutes beforehand. Investors may also listen to the conference call live at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink. A replay of the call will be available through Friday, February 3, 2006 at 800-405-2236 (enter pass code 11051297) or internationally at 303-590-3000 (enter pass code 11051297) beginning two hours after completion of the call.

http://investor.shareholder.com/drugstore/secfiling.cfm?fili…

Ebro

[Ebro]

The drugstore.com Web Store Launches Auto Delivery Program; Online Retail Innovation Saves Time, Money on Ordering Everyday Essentials and Luxury Products

BELLEVUE, Wash., Mar 10, 2006 (BUSINESS WIRE) -- The drugstore.com(TM) Web Store is launching an innovative Auto Delivery program to provide consumers with the ability to set up and manage automatic shipments of their most frequently ordered products today. Whether it is vitamins or skin care regimen items, consumers can now select to have their daily "must-haves" automatically shipped to them every 30, 45, 60 or 90 days from the web`s leading online provider of health, beauty, vision and pharmacy products.

"Many of our customers buy the same products often and have asked us to help them avoid running out," said Jonathan Tinter, Chief Marketing Officer, drugstore.com. "The Auto Delivery program addresses these needs, and we`re thrilled to be one of the first online retailers to provide this service. When customers start to run low on their favorite products, they will automatically receive a fresh supply -- checking off their to-do list and freeing up valuable time."

Customers signing up for the Auto Delivery program will automatically receive a fresh supply of their favorite items. In addition, this program can be used as a reminder for customers to replenish products that have a limited shelf life, like mascara and vitamins.

At launch, more than 40 of the most popular products in the drugstore.com Web Store will be part of the program, with additional products being added regularly. "We chose products for this program such as nutritional supplements and skincare products, which are frequently used as part of a regimen or should be replaced regularly," Tinter added.

"At Neutrogena, we are all about simplifying life. That`s why we`ve sold our line at drugstore.com for years now, and why we jumped at the chance to be part of this exciting charter program to make shopping for our products even more convenient," said Mary van Praag, Vice President of Sales for Neutrogena, one of the first manufacturers to participate in Auto Delivery. "Our goal is to provide an abundance of benefits to our customers, and with Auto Delivery, we are a part of an online retail innovation that can make life easier."

Auto Delivery shipping rates are free, if the product cost is more than $49, or at a discounted rate of $1.99 versus the regular shipping price of $5.99. Consumers can choose how much and how often they receive their choice products and are billed at the time of shipment. The Auto Delivery program can be canceled at any time.

"I`ve been ordering my facial moisturizer from drugstore.com every two months for the past few years. Now it will automatically be mailed to my doorstep when I need it," said customer Joan Cheng, from New York, N.Y. "I love the convenience of Auto Delivery. It`s one less thing for me to think about!"

About drugstore.com, inc.

drugstore.com, inc. (NasdaqSCM) is a leading online provider of health, beauty, vision, and pharmacy products. The drugstore.com(TM) online store provides a convenient, private, and informative shopping experience that encourages consumers to purchase products essential to healthy, everyday living. The online store offers thousands of brand-name personal health care products at competitive prices; a full-service, licensed retail pharmacy; and a wealth of health-related information, buying guides, and other tools designed to help consumers make informed purchasing decisions. Consumers can personalize their shopping experiences with shopping lists, Auto Delivery or e-mail reminders for replenishing regularly used products, and private e-mail access to pharmacists for questions.

SOURCE: drugstore.com, inc.

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[Ebro]

Form 10-K
Annual Report
Filed Mar 17, 2006

http://investor.shareholder.com/drugstore/secfiling.cfm?fili…

Wieder dick in den Roten!

Ebro

[HSM]

Servus allerseits



Aus "Der Aktionär" - Mehr aus der aktuellen Ausgabe siehe Thread: ►Der Aktionär Empfehlungen 15/2006 ◄



Titelstory: Kaufen Sie diese Aktien! Charts vor dem Ausbruch - Aktien, die Kaufsignale senden, u.a. mit Drugstore.com...

[Ebro]

drugstore.com, inc. to Announce First Quarter 2006 Earnings During Conference Call on Thursday, April 27th at 5:00 p.m. ET

BELLEVUE, Wash., Apr 11, 2006 (BUSINESS WIRE) -- drugstore.com, inc. (Nasdaq: DSCM), a leading online provider of health, beauty, vision, and pharmacy products, will announce its financial results for the first quarter of 2006 during a conference call on Thursday, April 27th, 2006, at 5:00 p.m. ET (2:00 p.m. PT). A press release of the first quarter 2006 earnings will be distributed via Business Wire and posted on the drugstore.com(TM) Web site at www.drugstore.com under "Corporate Information."

The conference call will also be broadcast live over the Internet and will be accessible through replays for 60 days on the drugstore.com(TM) Web site at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink.

About drugstore.com, inc.

drugstore.com, inc. (Nasdaq: DSCM) is a leading online provider of health, beauty, vision, and pharmacy products. The drugstore.com(TM) online store provides a convenient, private, and informative shopping experience that encourages consumers to purchase products essential to healthy, everyday living. The online store offers thousands of brand-name personal health care products at competitive prices; a full-service, licensed retail pharmacy; and a wealth of health-related information, buying guides, and other tools designed to help consumers make informed purchasing decisions. Consumers can personalize their shopping experiences with shopping lists, e-mail reminders for replenishing regularly used products, and private e-mail access to pharmacists and beauty experts for questions.

drugstore.com, inc. has been awarded the Verified Internet Pharmacy Practice Sites (VIPPS) certification by the National Association of Boards of Pharmacy (NABP) as a fully licensed facility exercising competent, safe pharmacy practices in compliance with federal and state laws and regulations.

SOURCE: drugstore.com, inc.

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[Ebro]

drugstore.com Announces First Quarter Financial Results - Bottom Line Results Beat Expectations

Key Initiatives Improve Margins and Help Drive Company Towards EBITDA Profitability

BELLEVUE, WA --April 27, 2006 - drugstore.com, inc. (NASDAQ: DSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced its financial results for the first quarter ended April 2, 2006. The company reported quarterly net sales of $104.1 million, driven by its highest-ever repeat order volume. Gross margins improved year-over-year by 100 basis points to 21.3%, reflecting both product mix and a significant improvement in over-the-counter (OTC) segment margins resulting from the company's operational initiatives.

"In a seasonally softer quarter, our adjusted EBITDA loss of $1.4 million reflected a significant sequential improvement and included expenses of $1.8 million related to the winding down of our brand awareness campaign," said Dawn Lepore, chief executive officer and chairman of the board of drugstore.com, inc. "This encouraging performance was driven by strong gross margins, especially in our core OTC business, as we began to see the impact of a number of key profitability initiatives that are rapidly and positively changing our business model. These include careful examination of the pricing of each SKU, initiatives to reduce shipping loss, elimination of unfavorable partnerships and improvements to web store conversion. This important progress demonstrates that we are executing on plan and we now expect to approach adjusted EBITDA break-even in the second quarter."

"Our core OTC net sales [1] increased a strong 21% year-over-year despite some short-term product availability issues in our Beauty.com store," added Ms. Lepore. "Margins from core OTC sales were up 180 basis points year-over-year and gross profit dollars were up 29% year-over-year. We are also very pleased to report that quarterly repeat orders surpassed one million for the first time in company history. We believe these results reflect not only the benefits of our multiple operational initiatives but also our continued focus on strengthening customer retention and frequency through the launch of auto delivery, enhanced email applications and improved personalization to build a loyal customer base."

GAAP net loss for the first quarter of 2006 was $5.3 million, or $0.06 per share, compared to a net loss of $5.0 million, or $0.06 per share, for the first quarter of 2005. The company's GAAP results reflect the adoption of FAS 123R for the expensing of non-cash share-based compensation. In accordance with FAS 123R, such expense for current and comparative periods is reflected within the applicable functional operating expense lines within the statement of operations. Adjusted EBITDA loss (a non-GAAP financial measure defined as earnings before interest, taxes, depreciation, and amortization of intangible assets and non-cash marketing expense, adjusted to exclude the impact of stock-based compensation expense) was $1.4 million for the first quarter of 2006, compared to $1.3 million for the first quarter of 2005.

Outlook for Second Quarter

For the second quarter of 2006, drugstore.com is targeting a net sales range of $101.0 million to $105.0 million, a net loss range of $4.3 million to $5.5 million, and an adjusted EBITDA range of break-even to a loss of $1.0 million.

Financial and Operational Highlights for the First Quarter of 2006
(All comparisons are made with the first quarter of 2005.)

Net Sales Highlights:

* Core OTC net sales [1] grew by 21%, to $48.3 million. Core OTC net sales from repeat customers grew by 29%.
* Product sales through Beauty.com grew by 43%, product sales in the natural store grew by 31% and product sales through the personal care store grew by 26%.
* Mail-order pharmacy net sales were up slightly to $18.3 million and were negatively impacted by the launch of the Medicare Part D prescription drug benefit.
* Local pick-up pharmacy net sales were down slightly to $24.2 million.
* Vision net sales grew to $12.6 million, a 4% increase.
* Total order volume grew to over 1.3 million.
* Average net sales per order were $77. Average net sales per order were flat at $56 for OTC, grew by 9% to an all-time high of $155 for mail-order pharmacy, grew by 5% to $112 for local pick-up pharmacy, and grew by 5% to $87 for vision.
* Net sales from repeat customers [2] represented 81% of net sales.

Key Customer Milestones:

* 7.5 million customers have been served since inception, including 326,000 new customers in the first quarter.
* The number of active customers [3] grew by 10% to 2.1 million.
* The average annual spend per active customer [3] grew $2 to $189.

Other Financial Highlights:

* Fulfillment and order processing expenses improved to 9.8% of net sales, down from 10.3%.
* Inventory turned at an annualized rate of 14 during the quarter .

1. The company's core OTC sales exclude wholesale OTC and Custom Nutrition Services (CNS) net sales. Wholesale OTC sales were generated by the company's December 2003 agreement to provide fulfillment services to Amazon.com, Inc., which agreement was terminated effective as of November 9, 2005. Prior to
2. December 31, 2005, all sales of customized vitamins through CNS were recognized on a gross basis, net of promotional discounts, cancellations, rebates and returns allowances. On December 31, 2005, the company entered into a fulfillment agreement with Weil Lifestyle, LLC (Weil). Under the terms of the new agreement, the company recognizes on a net basis the revenue associated with the fulfillment of customized vitamins sold through its fulfillment agreement with Weil (which made up the substantial majority of CNS net sales during the quarter). A reconciliation of OTC net sales to OTC net sales excluding wholesale OTC and CNS net sales is included in the financial data accompanying this press release. Net sales from repeat customers excludes wholesale OTC net sales and Weil-related CNS net sales and reflects only the activity of customers making purchases through the Web sites of drugstore.com and its subsidiaries.
3. Active customer base reflects those customers who have purchased at least once within the last 12 months. Both the active customer base (a trailing 12-month number) and average annual spend per active customer exclude net sales and orders generated by the company's wholesale OTC business and CNS fulfillment relationship with Weil, and reflect only the activity of customers making purchases through the Web sites of drugstore.com and its subsidiaries.

Conference Call

Investors, analysts, and other interested parties are invited to join the drugstore.com ™ quarterly conference call on Thursday, April 27, 2006 at 5:00 p.m. ET (2:00 p.m. PT). To participate, callers should dial 800-257-1836 (international callers should dial 303-262-2141) five minutes beforehand. Investors may also listen to the conference call live at www.drugstore.com (under Corporate Information), by clicking on the "audio" hyperlink. A replay of the call will be available through Saturday, April 29, 2006 at 800-405-2236 (enter pass code 11058599) or internationally at 303-590-3000 (enter pass code 11058599) beginning two hours after completion of the call.

Ebro

[Ebro]

Was ist denn da los?

On June 2, 2006, drugstore.com, inc. (the "Company") entered into a Separation Agreement and Release (the "Separation Agreement") with Christopher Hauser, the Company's Vice President, Operations. A copy of the Separation Agreement is attached as Exhibit 10.1 to this Current Report on Form 8-K.

In the Separation Agreement, the Company and Mr. Hauser agreed to the material terms and conditions set forth below:

- Mr. Hauser's employment with the Company and its affiliates will end on June 2, 2006 (the "Termination Date").

- The Company will allow Mr. Hauser to exercise vested option grants until December 29, 2006. No additional option shares will vest after the Termination Date.

- The Company will pay Mr. Hauser the equivalent of eight weeks salary to compensate him for the vacation benefits he was unable to use during his employment.

- Mr. Hauser waives any claims against the Company and releases the Company from any claims that existed or may have existed at any time up to the date of the Separation Agreement, with the exception of any claims arising under the Indemnification Agreement between the Company and Mr. Hauser, which remains in full effect.

- The Confidentiality and Inventions Agreement between the Company and Mr. Hauser will remain in full effect.

The foregoing description of the Separation Agreement is qualified in its entirety by reference to the provisions of the Separation Agreement attached as Exhibit 10.1 to this Current Report on Form 8-K.

Source: drugstore.com

Ebro

[Ebro]

@ all

Demnächst Quartalsergebnisse:

For the latest news from drugstore.com entitled:
drugstore.com, inc. to Announce Second Quarter 2006 Results During Conference Call on Thursday, July 27th at 5:00 p.m. ET

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[Ebro]

drugstore.com, inc. (Nasdaq: DSCM) Second Quarter 2006 Earnings Invitation

Date:
Thursday, July 27, 2006

Time:
2:00 p.m. PT, 5:00 p.m. ET

Who:
Dawn Lepore, Chairman and CEO Bob Barton, CFO

What:
drugstore.com, inc. (Nasdaq: DSCM) will issue a news release reporting its results for the second quarter 2006 (ended July 2, 2006) after markets close on July 27, 2006 and executives will participate in a conference call with investors.

Access:
800-366-7640 (U.S.)*
303-275-2170 (International)*
www.drugstore.com (Online)

*In order to ensure participation by phone, please dial in 10 minutes prior to the scheduled start time.

RSVP:
Brinlea Johnson, Blueshirt Group for drugstore.com, inc.
[phone]
[e-mail]

Replays:
A replay of the conference call will begin approximately two hours after its completion and will run through Saturday, July 29, 2006, 11:59 p.m. PT. To hear the replay, parties in the United States and Canada should call 800-405-2236 and enter passcode 11065826 and international parties should call 303-590-3000 and enter passcode 11065826. An audio archive of the conference call will also be available in the "Investor Relations" section under "Corporate Information" on the Company's Web site at www.drugstore.com. The online archive will be available for 60 days after the call.


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[Ebro]

Filing of drugstore.com:

Item 8.01. Other Events

The stockholder derivative lawsuit brought against some of the present and former officers and directors of drugstore.com, inc. (the "Company") in King County Superior Court has been dismissed with prejudice.

As previously detailed in the Company's filings with the Securities and Exchange Commission, this lawsuit, which was a consolidation of two cases filed in King County, Washington on August 13, 2004, sought damages for alleged breaches of fiduciary duties by the defendants. On July 14, 1006, Superior Court Judge Mary Roberts granted a motion to dismiss filed by the outside director defendants. Judge Roberts also denied plaintiffs' request for leave to file an amended complaint, effectively ending this action.

The dismissal of the derivative suit follows the November 18, 2005 dismissal of several consolidated securities class action lawsuits against the Company and some of its former officers and directors in the Western District of Washington. With this dismissal, the Company has obtained dismissal of all federal and state securities litigation brought against the Company in 2004.

Signature(s)

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DRUGSTORE.COM, INC.

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[Ebro]

For the latest news from drugstore.com entitled:
drugstore.com, inc. to Present at Avondale Partners Small Cap Internet & Communications Technology Conference

Ebro

[Ebro]

Der Quartalsbericht ist da:

http://investor.shareholder.com/drugstore/secfiling.cfm?fili…

Immer noch in den Roten! Ob das nochmal was wird?

Ebro

[Ebro]

Melinda macht sich aus dem Staub.....

drugstore.com, inc. Announces Changes to Board of Directors

BELLEVUE, Wash., Aug 21, 2006 (BUSINESS WIRE) -- drugstore.com, inc. (NASDAQSCM), a leading online provider of health, beauty, vision, and pharmacy products, today announced the appointment of Jeffrey Killeen, chairman and CEO of GlobalSpec Inc., to its board of directors, and the resignation of Melinda French Gates, co-chair of the Bill and Melinda Gates Foundation, from its board of directors.

Killeen, who joins the drugstore.com(TM) board today, has more than 25 years of executive management experience in the media, Internet and information services industries. He also serves on the board of SkyTerra Corp. Before joining GlobalSpec in 2002, Killeen was CEO of Forbes.com and led the development of Forbes' portfolio of online financial information and electronic publishing businesses. Before Forbes.com he was the COO of barnesandnoble.com, a major online retailer. He has also held executive-level positions with SBC/Pacific Bell and Dun & Bradstreet.

"We are delighted that Jeff has accepted our invitation to join the board and believe that Jeff's deep knowledge of online business and technology will play an important role in drugstore.com's success," said Dawn Lepore, chairman and CEO of drugstore.com, inc.

Over the past year, the company has made significant progress in growing both its revenues and its profit margins, Killeen said. "Since Dawn joined drugstore.com, they have focused on driving profitability and have gone through a succession of positive changes. I am looking forward to contributing to the company's long-term success."

Gates, who has been on the drugstore.com board since the company went public in 1999, resigned to spend more time on the work of the Bill & Melinda Gates Foundation. "I remain a strong supporter and plan to be a long-term shareholder in the company," said Gates.

"We have appreciated Melinda's long service to drugstore.com, and will miss her passion, dedication and business insights," said Lepore.

Other members of the drugstore.com board include Lepore; Dan Levitan, co-founder and managing partner of Maveron LLC; G. Charles "Cayce" Roy 3rd, vice president of Amazon.com, Inc.; William Savoy, former president of Vulcan, Inc.; and Gregory Stanger, executive in residence of Technology Crossover Ventures.

Source: drugstore.com, inc.

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[Ebro]

Jetzt aber, das sollte doch helfen!

drugstore.com, inc. Responds to Report on High Drug Costs, Offers All Alaska Residents 5 Percent off Prescription Drugs

BELLEVUE, Wash., Aug 22, 2006 (BUSINESS WIRE) -- drugstore.com, inc. (NasdaqSCM), a licensed pharmacy and leading online provider of pharmacy, health, beauty and vision products, is offering Alaska residents 5 percent off of its already low prescription prices in response to a recent report that shows uninsured Anchorage residents pay as much as 61 percent more for drugs than the federal government pays for the same medications.

The report, released in July, is called "Paying the Price" and documents what adults under the age of 65 in 35 U.S. cities pay locally for 10 popular drugs. It also compares those costs to what the government pays for drugs for veterans, government employees and retirees. The report was compiled in the spring of 2006 by the Alaska Public Interest Research Group (AkPIRG), which participated in a nationwide survey conducted by the National Association of State PIRGs.

According to AkPIRG, nine of the drugs included in this year's survey, which also were surveyed in 2004, have increased in cost by 11 percent. Put another way, AkPIRG says, those drug prices "increased 81 percent faster than the general rate of inflation between 2004 and 2006."

In its report, AkPIRG advises Alaskans to shop around for the best prices on their prescriptions, and specifically mentions the drugstore.com(TM) online pharmacy as an alternative to higher-priced brick and mortar drug stores.

As a fully licensed facility exercising competent, safe pharmacy practices in compliance with federal and state laws and regulations, the drugstore.com pharmacy has been awarded Verified Internet Pharmacy Practice Site certification by the National Association of Boards of Pharmacy. The pharmacy launched in 1999 and is licensed to dispense prescriptions to customers in all 50 states.

"We already have mail-order pharmacy customers in Alaska who know about our low prices, safety, reliability and the privacy aspects of doing business with us," said Matthew Stepka, vice president of pharmacy. "So when we heard about the high cost of drugs in Anchorage, we wanted to help all Alaskans control their escalating health care costs."

The drugs included in the 2006 survey are Allegra, Ambien, Lexapro, Lipitor, Norvasc, Premarin, Singulair, Synthroid, Zithromax and Zyrtec. According to the report, uninsured consumers in the Northeast region pay the highest prices for their drugs, followed by consumers in the West, South and Midwest. The drugstore.com pharmacy charges all customers the same prices for the same drugs, regardless of geographic location, Stepka said.

Anchorage residents, who purchase their prescriptions at www.drugstore.com rather than through local pharmacies, can already expect to save from about 6.3 percent for Allegra to as much as 43.4 percent for Synthroid, or an average of about 15.9 percent for all 10 drugs.

"When you add another 5 percent savings on top of our already low prices, and consider the free online information resources and services we offer, such as refill reminder e-mails, an online price checker, a generic drug information database, our Ask a Pharmacist information service, and 24-hour access to our licensed pharmacists, we think it's a very compelling offer," Stepka said.

For more information about this special program, or to participate, Alaskans should log onto www.drugstore.com/alaska.

SOURCE: drugstore.com, inc.

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For the latest news from drugstore.com entitled:
drugstore.com, inc. to Announce Third Quarter 2006 Results During Conference Call on Thursday, October 26th at 5:00 p.m. ET

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drugstore.com, inc. (Nasdaq: DSCM) Third Quarter 2006 Earnings Invitation
Date: Thursday, October 26, 2006
Time: 2:00 p.m. PT, 5:00 p.m. ET
Who: Dawn Lepore, Chairman and CEO Bob Barton, CFO
What: drugstore.com, inc. (Nasdaq: DSCM) will issue a news release reporting its results for the third quarter of 2006 (ended October 1, 2006) after market close on October 26, 2006 and executives will participate in a conference call with investors.
Access: 800-257-1836 (U.S.)*
303-205-0055 (International)*
www.drugstore.com (Online)
*In order to ensure participation by phone, please dial in 10 minutes prior
to the scheduled start time.
RSVP: Brinlea Johnson, Blueshirt Group for drugstore.com, inc.
[phone]
[e-mail]
Replays: A replay of the conference call will be available approximately two hours after its completion and will be available through Monday, October 30, 2006, 11:59 p.m. PT. To hear the replay, parties in the United States and Canada should call 800-405-2236 and enter passcode 11073231# and international parties should call 303-590-3000 and enter passcode 11073231#. An audio archive of the conference call will also be available on the Company's Web site at www.drugstore.com (under Corporate Information). The online archive will be available for 60 days after the call.

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