Commerce One beobachten

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eröffnet am: 20.12.01 16:50 von: börsenfüxlein Anzahl Beiträge: 13
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20.12.01 16:50

18298 Postings, 7130 Tage börsenfüxleinCommerce One beobachten

beweist gestern und heute eine relative Stärke an der Nasdaq. Kurzfristig überverkauft, SAP-Gerüchte, noch immer hoher Short-Interest...Falls es heute an der Nasdaq noch ein Plus geben sollte, sind sicherlich 4-5 % drinnen.


20.12.01 18:54

18298 Postings, 7130 Tage börsenfüxleinkeiner eine Meinung zu cmrc ?

na ja, die meisten hier investieren lieber in Nemax Pennyschrottwerte...

für  mich leider nicht nachvollziehbar


20.12.01 19:17

23050 Postings, 7279 Tage modC1, etwas anderes?

Commerce One Earnings Conference Call (Q4 2001)
Scheduled to start Tue, Jan 22, 2002, 5:00 pm Eastern


21.12.01 00:06
Nasdaq -3%, arba, itwo, bvsn alle dick im Minus, cmrc mit Plus geschlossen. Wie gesagt, ein Wert, den man in den kommenden Tagen beobachten sollte.


21.12.01 09:06

18298 Postings, 7130 Tage börsenfüxleinnachbörslich noch die Meldung, dass

IBM und Ariba ihre Zusammenarbeit verstärken. Dürfe heute den gesamten B&B Markt nach oben ziehen.


21.12.01 09:14

1337 Postings, 7763 Tage BrainSAP wird noch >HÖHER bei CMRC einsteigen.......... o.T.

21.12.01 10:40

25951 Postings, 7031 Tage PichelCommerce One kaufen

Commerce One kaufen
DBH Brokerhaus  

Die Analysten von DBH Brokerhaus empfehlen die Aktie von Commerce One (WKN 924107) zum Kauf.

Commerce One betreibe Internet-basierte gewerbliche (B2B/ E-Commerce) Waren Beschaffungssysteme die sowohl den gesamten Service und Warenfluss der partizipierenden Unternehmen automatisieren als auch Lieferanten und Abnehmer zu einer echtzeit Handelsgemeinschaft verbinden würden. Das Papier werde von den Analysten mit der Risikoklasse 5 eingestuft, was mit ?sehr hohe Ertragserwartung und Risikobereitschaft, Totalverlust möglich? definiert werde.

Bei einem Kursziel von 8,76 US-Dollar empfehlen die Analysten von DBH Brokerhaus die Aktie von Commerce One zum Kauf. Ein Stop werde bei 2,26 US-Dollar empfohlen.


21.12.01 11:17

23050 Postings, 7279 Tage modBei SAP denkt man strategisch und nicht

wie die Trottel vom NM, d.h. man wird bei C1 abwarten bis der Kurs einbricht, um sich preiswert einzudecken.
Aus der letzten Beteiligungsaufstockung hat man gelernt.
Ohne SAP wäre C1 eine Leiche.  

21.12.01 11:20

1337 Postings, 7763 Tage Brain@mod........Trottel...???? o.T.

21.12.01 11:26

23050 Postings, 7279 Tage mod@Brain

Das sind mehrheitlich nicht nur Trottel, sonder "Nieten in Nadelstreifen", Abkassierer und schlimmer.
Sei vorsichtig bei C1.
SAP muss auch Sparen, d.h. die Kosten brutal senken.
Ich werde mal auf US-Seiten recherchieren, vielleicht gibt es da Hinweise.


21.12.01 13:21

23050 Postings, 7279 Tage modFriday December 21 12:20 AM ET B2B und IBM

Friday December 21 12:20 AM ET

IBM Partners with Ariba for Renewed B2B Push
By Siobhan Kennedy

NEW YORK (Reuters) - Business-to-business software may be one of the dirty words of 2001, but the much-hyped technology isn't dead yet.

So says International Business Machines Corp. (NYSE:IBM - news), which on Friday said it was making a renewed push into the market through an alliance with one time B2B high flyer Ariba Inc. (Nasdaq:ARBA - news).

IBM will offer Ariba's purchasing software as a paid-for service over the Internet. The software lets companies connect to suppliers to buy basic goods, such as office supplies and furniture, at much lower costs than traditional methods that rely on phone or fax.

The new service, called Quick Start, can get companies up and running and purchasing goods within 21 days, IBM said.

Towers Perrin, a large U.S-based management consulting firm, is one customer using the IBM's new service to wring costs out of its internal purchasing processes.

The company typically spends hundreds of millions of dollars every year buying office supplies -- desks, chairs and computers -- from up to 60 different suppliers.

But the process is so complex, and its business so large, that its very difficult to control who's buying what, where, and for how much money, said John Hays, director of global sourcing and procurement for Towers Perrin.

``It's a major problem,'' Hays said. ``We had no real ability to manage spend and vendor relationships throughout the country on a day to day basis,'' he said.


Using Ariba's software, Hays said Towers Perrin has now managed to whittle its list of suppliers down to just one, a shift in its business strategy that the company believes will help it shave between 20 percent and 35 percent off its annual purchasing costs.

``We expect to save in excess of $80 million in five years,'' Hays added.

IBM's deal with Ariba comes at a time when most business-to-business software companies are struggling to keep their heads above water amid a sharp economic downturn and a drastic reduction in business software spending.

Companies like Ariba and its rival Commerce One Inc. (Nasdaq:CMRC - news) burst onto the scene in 1999 with the promise of saving companies billions of dollars by connecting them with suppliers to buy discounted goods over the Web, in the process threatening to displace established giants in industries ranging from manufacturing to retail.

But as the Internet bubble burst and B2B firms started running out of cash, online marketplaces didn't take off as quickly as once promised and most went bust.


But that doesn't mean the whole concept of B2B is dead and buried, Paul Boula, director of procurement for IBM's Global Services division told Reuters.

``We continue to pursue this (B2B market) very aggressively first and foremost because our customers continue to demand it,'' Boula said.

Companies no longer want to be part of large online marketplaces, but they still want to do the majority of their purchasing online, Boula said.

Industry research firm International Data Corp predicts that companies will have spent about $4.5 billion on Web-based procurement software by the end of 2001.

``And that's just software sales alone,'' Boula said, noting that companies that manage the service, like IBM, can also make money by taking a cut of each transaction or charging a monthly fee to use the software.

``This procurement stuff really works,'' agreed Bruce Richardson, an analyst with AMR Research in Boston said.


21.12.01 13:25

23050 Postings, 7279 Tage mod??? Ist was dran?

by: traderbw (35/M/CENTRAL WISCONSIN)
Long-Term Sentiment: Strong Buy  12/21/01 06:54 am
Msg: 197269 of 197275

CMRC raised to a buy with a price target of $8.76 by DBH Brokerhaus!! All great news on CMRC this am. Great earnings from MANU and the IBM-ARBA deal should make CMRC skyrocket today!! Congratulations longs, CMRC set to rally today!!!! trader


21.12.01 13:30

18298 Postings, 7130 Tage börsenfüxleinund noch ein Artikel über B2B

Monday December 17, 6:48 am Eastern Time

B2B e-commerce could save firms trillions - study
By Bernhard Warner, European Internet Correspondent

LONDON, Dec 17 (Reuters) - Companies worldwide could save on aggregate $2.3 trillion a year by using the Internet to purchase resources ranging from office supplies to plane tickets, a study released on Monday said.


The report, by Boston-based analysts Aberdeen Group, is an uncommon piece of positive news for the moribund business-to-business, or B2B, e-commerce sector.

At the height of the Internet boom, numerous firms, including Ariba (NasdaqNM:ARBA - news) and Commerce One (NasdaqNM:CMRC - news) were launched on a promise to save large corporations millions with their ``e-procurement'' software that automates purchase orders.

Aberdeen studied over 25 multi-national corporations since August and found that the firms employing e-procurement are beginning to realise savings.

``It really does offer companies an ability to cut costs off the bottom line. And in this economy, that's where companies want to be,'' said Frances Howarth, research director for Aberdeen's e-business group.


Howarth said that in 2001, eight to 10 percent of the largest 5,000 companies were using e-procurement software. By 2003, she estimated it could grow to 80-90 percent.

The study states that companies around the globe spend $20 trillion annually on external goods and services, contracting with a variety of vendors for everything from consultants to pens and paper clips.

Aberdeen said that based on the companies it surveyed, corporations could save between eight and 10 percent on these expenditures, or an aggregate of $2.3 trillion for companies worldwide.

Unilever (quote from Yahoo! UK & Ireland: ULVR.L), one of the companies studied, has been using Transora, an online marketplace that links household products manufacturers with a variety of vendors.

Tim Cooper Jones, the European e-procurement director for Unilever, told Reuters that the company hopes to trim five to eight percent off all indirect purchases, including items such as office supplies, promotional materials and travel bookings.

``We never knew how much business we were giving to BA(quote from Yahoo! UK & Ireland: BAY.L), KLM or United Airlines(NYSE:UAL - news),'' Cooper Jones said. ``Part of what we're doing now in strategic sourcing is to collect all this information.''

Streamlining basic expenditures, known as ``indirect expenses,'' could translate into large corporate savings. At Unilever, ``indirect expenses'' account for roughly 40 percent of total expenditures, Cooper Jones said.

Wenn die Konjunktur in Amerika wieder anspringt, sind Firmen wie cmrc,arba, itwo, bvsn, inkt wieder die Hauptgewinner, da sie total verprügelt wurden, viele Aktien noch Short sind und die Zukunftsaussichten besser sind, als viele vermuten. Voraussetzung ist natürlich, dass die Firmen ihre Kosten in den Griff bekommen. Mit dem Abbau von Mitarbeitern hat cmrc sicherlich einen wichtigen Schritt schon hinter sich gebracht. Für Personen mit einem etwas längerfristigen Anlagehorizont (3-5 Jahre; in diesem Board wohl kaum zu finden) auf diesem Niveau eine großartige Chance.



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