warum stürzt commerce one plötzlich so ab?? o.T.
Fips17 : ganz einfach
Fips17 : Fond
für morgen hab ich mir ipc archtec ins depot gelegt.
hey voll geil, im moment trade ich so gut wie schon lang nicht mehr
redcrx : downgrade war wahrscheinlich nicht der grund ...
möglicherweise war dies hier schuld:
March 07, 2001 18:00
Commerce One CEO says Q1 at risk from economic pressure
NEW YORK, March 7 (Reuters) - The chief executive of Commerce One Inc. said on Wednesday that even though business remained strong in the first quarter, the electronic commerce software vendor was not immune to the economic pressure being felt by rival software giants like Oracle Corp. .
The Pleasanton, Calif.-based company makes software that enables businesses to set up online exchanges. Of the big players in this market, so far only Oracle, last week, warned that it would not meet its first-quarter expectations because of the effects of the slowing U.S economy.
But speaking at a conference in New York on Wednesday, Commerce One Chief Executive Officer Mark Hoffman said that the firm also risked not meeting analysts' estimates due to a slowdown in information technology spending.
"Look at Oracle, I don't think they can escape the macroeconomics us it's a little bit easier," Hoffman said. "But there are still risks, quite frankly, associated with this quarter."
Speaking at a conference hosted by Wall Street firm Merrill Lynch, Hoffman said Commerce One still had to finalize more than 50 percent of its software license deals for the first quarter.
Software licenses account for around 45 percent of the company's total revenues, he said, with services making up another 45 percent and network revenues -- additional services offered on top of its online exchanges -- accounting for about 10 percent.
Hoffman said Europe remained a very strong region for Commerce One, largely due to the company's partnership with German software giant SAP AG , which accounted for 30 percent of Commerce One's software license sales last quarter. International software sales accounted for 50 percent overall.
Hoffman said he did not know if the SAP alliance would generate the same amount of revenue in the first quarter, but looking ahead, he said the partnership could potentially account for a very large chunk of Commerce One's overall sales.
"Forty percent of the global ERP (enterprise resource planning) customers are owned by SAP," Hoffman said, adding that the two companies planned to push their joint online exchange platform to those companies first.
Merrill Lynch's analyst Chris Shilakes said the SAP relationship was certainly a buffer for Commerce One, but he cautioned that the first quarter would heavily depend on how difficult the North American business was.
"It's (North America) still a significant portion of Commerce One's business but it's just too early to make any predictions as to the effects on the first quarter," Shilakes said.
Wulfman Jack : habt ihr euch mal gefragt
aus diesen alt-blasen wie BVSN C1 ORCL, CISCO etc.. ist die luft völlig raus. erst der insider sell-out und dann die gewinnwarnung.
die analysten + anleger haben einen ziemlichen hals auf die ganze bande.
so schnell kommen die nicht mehr hoch. außer nem kleinen shortsqueez gibts da nur heiße ohren.