CMGI: Mein letzter Versuch !

Mehrmals habe ich mir die Finger verbrannt. Jedesmal war sie vor meinem Einstieg gesunken.

Mehrmals hatte ich Gewinne. Da war sie vor meinem Einstieg gestiegen.

Ma kucken !

Mir auch, leider. Fresenius hab ich vorgestern mit 79% Gewinn verkauft und heute 30%
zugelegt.

So spielt das Leben.

Gruss E.

Wer zu früh kommt, den bestraft das Leben.
Aber es trifft an der Börse alle.

aber ärgern werde ich mich trotzdem nicht - ich habe nichts verloren

Ja, Eskimato, so ist es.

rain

hätt ich bei ca. 0,30$ auch nur knapp 500 euro reingesteckt... dann wär ich jetzt doch noch (inzwischen sogar mit leichtem gewinn) aus meiner 2 1/2 jahre alten cmgi-position rausgekommen, die ich innerlich eigentlich schon fast als totalverlust abgeschrieben hatte!
werd wohl kaum noch mal das glück haben, so billig einzusteigen und noch so einen upmove mitzumachen. jetzt ist die aktie schon wieder zu teuer. weit genug hoch gehts für meine position nicht mehr. oder was denkt ihr?

bei 1,58 Euro. Sieht gut aus.

kann doch nicht ewig so weitergehen!?
ich garantiere: sobald ich einsteig (so allmählich denk ich drüber nach), geht die aktie unter garantie wieder auf tauchstation... :-( verflixt!

bitte sag Bescheid 'bevor' du einsteigst (wie stellt man eigentlich Fettschrift ein?).

Gruß
ND

Kurs leider deutlich zurückgegangen.

wir sind wieder unter einem dollar (aktuell 0,95 cents). und zur abwechslung hab ich mal keinen mist gebaut und bin nicht über 1,70 eingestiegen.. *g*

am donnerstag kommen zahlen bei cmgi... schauen wir mal...

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ADVISORY/CMGI to Release Q1 Fiscal 2003 Results; Hosts Live Webcast of Conference Call

ANDOVER, Mass.--(BUSINESS WIRE)--Dec. 5, 2002--CMGI, Inc. (Nasdaq:CMGI) will release financial results for the first quarter of fiscal year 2003, ended October 31, 2002, on Thursday, December 12, 2002 after the market close.

At 5:00 p.m. ET, CMGI will host a conference call and live webcast from the Company's web site (www.cmgi.com). The conference call and webcast are open to all interested parties and will be hosted by President and Chief Executive Officer George McMillan and Chief Financial Officer Tom Oberdorf.

WHAT:     Q1 Fiscal 2003 Financial Results Conference Call and Webcast

WHEN:     Thursday, December 12, 2002; 5:00 p.m. Eastern Time

DIAL-IN:  U.S. callers:  (800) 230-1093

         International callers:  (612) 288-0318

WEBCAST:  www.cmgi.com/investor

   About CMGI


CMGI, Inc. (Nasdaq:CMGI) provides technology and e-commerce solutions that help businesses market, sell and distribute their products and services. CMGI offers targeted solutions including industry-leading global supply chain management, web-based distribution and fulfillment, web-driven direct marketing, and enterprise-oriented professional services.

CMGI's corporate headquarters are located at 100 Brickstone Square, Andover, Mass. 01810. For additional information, see www.cmgi.com.

CONTACT: CMGI, Inc.
Media Inquiries:
John Stevens, 978/684-3655
jstevens@cmgi.com
or
Investor Inquiries:
Tom Oberdorf
ir@cmgi.com

so verkehrt habe ich gar nicht gelegen...

Querverbindung

die 200tage-linie hat toll gehalten.
aber trotzdem stecken wir wieder im abwärtstrend, falls die letzten highs bei rund 1,70-1,80 nicht wieder übertroffen werden in den nächsten tagen.
warten wir's ab.
einerseits freu ich mich über steigende cmgi, auf der anderen seite hoff ich, dass ich nochmal die gelegenheit kriege, unter 0,50$ einzusteigen.. :)

Schon bei 1,20 Euro.

   -- Total Cash, Cash Equivalents and Marketable Securities Balance
      (excluding equity securities), $203 million

   First Quarter


CMGI reported net revenue of $191 million for the first fiscal quarter ended October 31, 2002. This compares to net revenue of $142 million for the quarter ended July 31, 2002, an increase of 35%. This increase primarily reflects the full quarter impact of SL Supply Chain Services International Corp., which acquired substantially all of the worldwide assets and operations of iLogistix during the fourth quarter of fiscal year 2002. This increase was partially offset by revenue declines within CMGI's other eBusiness and Fulfillment operations.

CMGI reported a total operating loss of $49 million for the quarter ended October 31, 2002, compared to a total operating loss of $140 million for the quarter ended July 31, 2002, representing a 65% decrease in operating loss quarter over quarter. Included in the first quarter loss were charges related to amortization of intangible assets and stock-based compensation ("amortization charges") and depreciation totaling $13 million, long-lived asset impairment charges of $0.2 million, and net restructuring charges of $2 million. Fourth quarter fiscal 2002 total operating loss included charges related to amortization and depreciation totaling $64 million, long lived asset impairment charges of $25 million and net restructuring charges of $7 million.

Excluding the effects of charges related to in-process research and development, depreciation, amortization, long-lived asset impairment and restructuring, CMGI reported a pro forma operating loss(1) of $34 million or ($0.09) pro forma operating loss(1) per share for the quarter ended October 31, 2002 versus a pro forma operating loss(1) of $43 million or ($0.11) pro forma operating loss(1) per share in the previous quarter ended July 31, 2002, representing a 21% decrease.

CMGI reported a net loss of $94 million or ($0.24) loss per share for the first quarter of fiscal 2003, compared to a net loss of $190 million or ($0.48) loss per share for the fourth quarter ended July 31, 2002.

As of October 31, 2002, CMGI had a consolidated cash and cash equivalents balance of $193 million. Total cash, cash equivalents and marketable securities balance (excluding equity securities) was $203 million. Total cash, cash equivalents and marketable securities (excluding equity securities) usage in the first quarter was $36 million, versus $41 million for the previous quarter.

George McMillan, President and Chief Executive Officer of CMGI, Inc., said:

"We are pleased with CMGI's financial performance in the first quarter as it shows that we are making progress on all fronts - with higher revenue, significantly lower pro forma operating loss(1) and higher cash and cash equivalents balances than originally projected. We are confident that our performance leads to break even on a consolidated pro forma operating basis(1) in Q3. Our emphasis continues to be on reaching profitability, and generating higher margin revenue."

   Outlook


Consolidated net revenue for the second quarter of fiscal 2003 is expected to be approximately $150 million to $155 million. The major reason for the decline in revenue projection for the second quarter is the company's continued focus on reducing under performing categories and products from uBid's offerings. This strategy has significantly improved uBid profit margins.

Pro forma operating loss(1) for the second quarter of fiscal 2003 is expected to be approximately $10 million to $15 million. The company continues to expect to reach break even on a consolidated pro forma operating basis(1) in the third quarter of fiscal 2003.

Both of CMGI's pro forma operating results(1) guidance estimates depend on the timing of actual divestitures of certain non-core assets and/or the costs related to shutdown of certain subsidiaries for which a buyer cannot be found.

Consolidated cash, cash equivalents and marketable securities balance (excluding equity securities) exiting the second quarter of fiscal 2003 is expected to be approximately $169 million. The usage of cash, cash equivalents and marketable securities in the second quarter of fiscal year 2003 is expected to be $34 million, of which it is estimated that approximately $10 million would relate to cash in companies being considered for divestiture in the second quarter.

   About CMGI


CMGI, Inc. (Nasdaq: CMGI) provides technology and e-commerce solutions that help businesses market, sell and distribute their products and services. CMGI offers targeted solutions including industry-leading global supply chain management; web-based distribution and fulfillment; web-driven direct marketing; and enterprise-oriented professional services.

CMGI's corporate headquarters are located at 100 Brickstone Square, Andover, Mass. 01810. For additional information, see www.cmgi.com.

(1)The pro forma operating results are not a recognized measure for financial statement presentation under the United States generally accepted accounting principles (U.S. GAAP). Non-U.S. GAAP earnings measures do not have any standardized definition and are therefore unlikely to be comparable to similar measures presented by other reporting companies. This pro forma measure is provided to assist readers in evaluating CMGI's operating performance and each of the items listed (in-process research and development, depreciation, amortization of assets and stock-based compensation, long-lived asset impairment and restructuring) were excluded because they were considered to be of a non-operational nature. Readers are encouraged to consider this pro forma measure in conjunction with CMGI's U.S. GAAP results.

This release contains forward-looking statements which address a variety of subjects including, for example, the expected financial results of CMGI and its operating companies for the second quarter of fiscal 2003 and beyond, and the expected ability of CMGI to reduce its cash usage, preserve its capital resources, grow its businesses and reach profitability. All statements other than statements of historical fact, including without limitation, those with respect to CMGI's goals, plans and strategies set forth herein are forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in these forward-looking statements: CMGI's ability to reach profitability in the time frame set forth herein is dependent on additional divestitures; CMGI's success is dependent upon its ability to integrate its operating companies in accordance with its business strategy; CMGI's success, including its ability to decrease its cash burn rate, improve its cash position, grow its businesses and revenues and reach profitability, depends on its ability to execute on its business strategy and the continued and increased demand for and market acceptance of CMGI's and its operating companies' products, services, and web sites and the Internet in general; CMGI may experience difficulties integrating technologies, operations and personnel in accordance with its business strategy; CMGI derives a significant portion of its revenue from a small number of customers and the loss of any of those customers would significantly damage CMGI's business; and increased competition and technological changes in the markets in which CMGI competes. For a detailed discussion of cautionary statements that may affect CMGI's future results of operations and financial results, please refer to CMGI's filings with the Securities and Exchange Commission, including CMGI's most recent Annual Report on Form 10-K. Forward-looking statements represent management's current expectations and are inherently uncertain. We do not undertake any obligation to update forward-looking statements made by us.

                     CMGI, Inc. and Subsidiaries
                Consolidated Statements of Operations
                           (In thousands)

                             (Unaudited)

                                         Three months ended
                                October 31,    July 31,   October 31,
                                    2002         2002         2001
Net revenue:
 Enterprise Software and
  Services                       $  27,963   $   26,069   $   35,615
 eBusiness and Fulfillment         162,415      115,440      132,698
 Managed Application Services          136          205        5,453
 Portals                              --           --          2,813
 Other                                --           --           --
                                 ---------    ---------    ---------
                                 $ 190,514   $  141,714   $  176,579

Operating loss:
 Enterprise Software and
  Services                       $ (16,721)  $  (78,810)  $  (73,153)
 eBusiness and Fulfillment         (16,751)     (44,243)     (40,743)
 Managed Application Services          136           27          809
 Portals                              --          4,644       (7,796)
 Other                             (15,506)     (21,873)     (13,842)
                                  ---------    ---------    ---------
                                 $ (48,842)  $ (140,255)  $ (134,725)


Pro forma operating loss:
 Enterprise Software and
  Services                       $  (9,141)  $  (17,941)  $  (18,128)
 eBusiness and Fulfillment         (11,301)     (11,940)      (8,123)
 Managed Application Services          136        1,024      (13,612)
 Portals                              --          5,568       (1,206)
 Other                             (13,854)     (20,138)      (9,867)
                                 ---------    ---------    ---------
                                 $ (34,160)  $  (43,427) $   (50,936)

Note: Pro forma operating loss represents total operating loss,
excluding net charges related to in-process research and development,
depreciation, amortization of intangible assets and stock-based
compensation, long-lived asset impairment and restructuring.


TABLE RECONCILING GAAP OPERATING LOSS TO PRO FORMA OPERATING LOSS

GAAP operating loss             $   (48,842)  $ (140,255)  $ (134,725)
Adjustments:
Depreciation                          8,235        8,514       12,609
Amortization of intangibles and
stock-based compensation             4,325       55,882       56,784
Long-lived asset impairment             192       25,184        9,263
Restructuring                         1,930        7,248        5,133
                                  --------     --------     --------
Proforma operating loss         $   (34,160)  $  (43,427)  $  (50,936)



                     CMGI, Inc. and Subsidiaries
                Consolidated Statements of Operations
              (In thousands, except per share amounts)

                             (Unaudited)

                                           Three months ended
                                   October 31,   July 31, October 31,
                                       2002       2002        2001

Net revenue                          $ 190,514  $ 141,714   $ 176,579

Operating expenses:
  Cost of revenue                     164,414    120,188     158,721
  Research and development              8,682     10,164      12,845
  Selling                              24,035     43,295      34,066
  General and administrative           35,778     20,008      34,492
  Amortization of intangible
   assets and stock-based
   compensation                         4,325     55,882      56,784
  Impairment of long-lived assets         192     25,184       9,263
  Restructuring                         1,930      7,248       5,133
        Total operating expenses      239,356    281,969     311,304

Operating loss                         (48,842)  (140,255)   (134,725)

Other income (deductions):
  Other losses, net                   (55,045)   (34,525)     (8,550)
  Minority interest                    (2,284)     1,528       9,644
  Equity in losses of affiliates         (515)       (12)    (12,249)
  Interest income                       1,443      5,058       6,211
  Interest benefit (expense), net      26,855     15,019      (6,720)
     Total                            (29,546)   (12,932)    (11,664)

Loss from continuing
operations before income taxes        (78,388)  (153,187)   (146,389)
Income tax expense (benefit)               856     (3,216)     12,579
Loss from continuing operations        (79,244)  (149,971)   (158,968)

Discontinued operations, net of
income taxes:
  Loss from discontinued
   operations                         (14,340)   (40,134)    (65,836)

Net loss                               (93,584)  (190,105)   (224,804)
Preferred stock accretion                 --         --        (1,890)

Net loss available to
common stockholders                 $ (93,584) $(190,105) $ (226,694)

Basic and diluted loss
per share available to
common stockholders:
   Loss from continuing
    operations                      $   (0.20) $   (0.38)  $   (0.46)
   Loss from discontinued
    operations                          (0.04)     (0.10)      (0.19)

  Net loss available to
   common stockholders              $   (0.24) $   (0.48)  $   (0.65)

Shares used in computing
basic and diluted
loss per share                        392,682    392,380     351,052

Supplemental Disclosure:

Net loss available to
common stockholders
as reported                         $ (93,584) $(190,105)  $(226,694)

Add back: goodwill
and workforce-in-place
amortization expense,
net of tax                                --      51,924      51,343

Adjusted net loss available
to common stockholders              $ (93,584) $(138,181)  $(175,351)

Basic and diluted loss
per share as reported               $   (0.24) $   (0.48)  $   (0.65)

Add back: goodwill and
workforce-in-place
amortization expense,
net of tax                                 --       0.13        0.15

Adjusted basic and
diluted loss per share              $   (0.24) $   (0.35)  $   (0.50)

CONTACT: CMGI, Inc. (Media)
John Stevens, 978/684-3655
jstevens@cmgi.com
or
CMGI, Inc. (Investors-Financial)
Tom Oberdorf
ir@cmgi.com

rauf von 1,17$ auf 1,27$

CMGI meldete am späten Donnerstag einen Verlust von $48.8 Millionen, ein deutlicher Rückgang von $134 Millionen aus dem Vorjahr. Der Umsatz wuchs von $176 auf $191 Millionen. Der Umsatz im eCommerce und Abwicklungs Technologie Bereich wuchs auf einen Anteil von 76% am Gesamtumsatz und legte gegenüber dem Vorjahr um 22% zu.

CMGI ist ähnlich wie die japanische Softbank ein sogenannter Inkubator, der sich während der Boomzeit des Internet an Webaktien beteiligte und diese betreibt. Zu den Beteiligungen zählen u.a. uBid und Altavista. Ziel war es in den späten 90ern, die einzelnen Beteiligungen zu einem späteren Zeitpunkt an die Börse zu begleiten, doch musste dieser Plan nach Platzen der Spekulationsblase erst einmal auf Eis gelegt werden.

Die Aktie stieg nachbörslich um 5.74% und verteurerte sich somit am Donnerstag insgesamt um 10.26% auf $1.29.

CMGI bekräftigt Planzahlen


Das Technologie Holding Unternehmen CMGI hat seine Prognosen für das zweite und dritte Quartal bekräftigt. CMGI rechnet im zweiten Quartal (Ende 31. Januar) mit einem Verlust zwischen $10 und $15 Millionen. Auf pro-forma Berechnungsbasis wolle man im dritten Quartal (Ende 31. März) ein ausgeglichenes Ergebnis melden. Der Umsatz im zweiten Quartal soll zwischen $150 und $155 Millionen liegen. Die Aktie steigt um 4.46% auf $1.17.

Mein Tipp: damit zocken: ja. Denen irgendwas glauben: nein !  

hängst du schon wieder hier rum?

Gruß slash

Also, im West-Pott jetzt nicht mehr. Jetzt bin ich wieder im Zentral-Pott. Morgen besuche ich übrigens das benachbarte Ausland, Rheinland-Pfalz. Da, wo das Bier keinen Schaum hat, und man Wein dazu sagt. Ganz schön sauer, sag ich dir !

Sach mal bist du eigentlich immer noch dafür verantwortlich das meine bessere Hälfte immer so spät von der Arbeit nach Hause kommt (bzw so lange am Bahnsteig steht)?

Gruß slash

Da halte ich mich ungern auf !

Ich bevorzuge den "Bummelzug". Ob die Züge dadurch voller geworden sind, weil ich jetzt mit Ticket 1000 fahre und nicht mehr auffem Ruhrschleichweg bei Wattenscheid-West, bei Essen-Frillendorf oder Mülheim-Styrum sinnlos rumsteh, weiss ich nicht.

Ich weiss aber, dass viele mit ihrem Handy ihre bessere Hälfte anrufen, was von Verspätungen erzählen und sich dann einen picheln.

Hat sie Kolleginnen ?    

Sind die dann schlimmer?

Druß slash

Was meinst du wohl, warum die Verspätungen so gerne haben. Am liebsten ist ihnen, wenn der Zug ganz ausfällt.

Ich mag das ja nicht - diese fürchterliche Rudelbildung mit anschließender Baggerei am Tresen. Man(n) hat es schon schwer !