Das Ende von B2B!

Beiträge: 4
Zugriffe: 678 / Heute: 1
Hans Dampf:

Das Ende von B2B!

 
09.03.01 18:10
Nach diversen Abstufungen, wird jetzt der Sinn von B2B-Software generell in frage gestellt - speziell, ob sich die hohen Ausgaben für die Programme überhaupt rechnen.

Langsam wirds absurd...

Friday March 9, 12:02 pm Eastern Time

RESEARCH ALERT-Lehman downgrades B2B
software makers

NEW YORK, March 9 (Reuters) - Lehman Brothers on Friday cut its ratings on several
leaders in the business-to-business software market, citing the weakening U.S. economy and
heated competition.

Analyst Patrick Walravens downgraded Ariba Inc. (NasdaqNM:ARBA - news) and Commerce One Inc.
(NasdaqNM:CMRC - news) to market perform from buy and lowered estimates for the quarter and year. He cut
PurchasePro.com Inc. (NasdaqNM:PPRO - news) to buy from strong buy and lowered estimates and target price to $30 a
share. Finally, he cut VerticalNet Inc. (NasdaqNM:VERT - news) to market perform from buy.

Based on recent talks with heads of companies responsible for buying technology, Walravens said customers are increasingly
concerned about the U.S. economy and are delaying expensive purchases. They also are more scrupulously evaluating claims
by B2B software makers that the money their products save customers outweighs the cost of the software.

Finally, Walravens said that i2 Technologies Inc.'s (NasdaqNM:ITWO - news) recent purchase of Rightworks will take market
share away from Commerce One and affect Ariba even more severely. I2 is the No. 1 seller of ``e-procurement'' software that
enables companies to manage and automate their purchasing and inventory. The acquisition of Rightworks allows i2 to offer

software that to set up B2B online exchanges and buy finished goods and raw materials over the Internet -- Ariba's domain.

The downgrades follow earlier earnings reductions by Goldman Sachs and Bank of America analysts, who also cited the
slowdown in the U.S. economy.

In Friday morning trading, shares of Ariba were down $1-5/8, or 12 percent, at $12, while Commerce One dropped $2, or
14.7 percent, to $11-5/8 and VerticalNet fell 11/32, or 11.5 percent, to $2-21/32. All three stocks hit 52-week lows earlier in
the session. PurchasePro was down $1-5/16, or 11 percent, at $10-5/8, near a 52-week low of $9-3/16.


Gruß Dampf Das Ende von B2B! 288373
oostwoud:

hallo hans dampf, guck bitte

 
09.03.01 19:11
einmal www.usfinance.de, "service"-b2b aktien-" b2b is back"
                                     gruss oostwoud

ps. irgendwer hat den schuss nicht gehört.
HeinBlöd:

Sieht Heute aber echt so aus :-(

 
09.03.01 21:39
ARIBA INC  NASDAQ
04033V104 11.62500 09.03
21:20 -2.00000
-14.68% 72.25000
21.11.00  

BROADVISION INC  NASDAQ
111412102 6.09375 09.03
21:20 -0.71875
-10.55% 18.56250
18.12.00  

COMMERCE ONE INC  NASDAQ
200693109 10.93750 09.03
21:20 -2.68750
-19.72% 39.00000
21.11.00    

EXODUS COMMUNICATIONS  NASDAQ
302088109 12.62500 09.03
21:20 -1.56250
-11.01% 25.06250
21.11.00    

I2 TECHNOLOGIES  NASDAQ
465754109 19.50000 09.03
21:20 -1.93750
-9.04% 116.18750
21.11.00    

ORACLE CORP  NASDAQ
68389X105 16.56250 09.03
21:20 -0.93750
-5.36% 70.31250
30.05.00    

08.02.01    
RATIONAL SOFTWARE  NASDAQ
75409P202 28.56250 09.03
21:20 -2.62500
-8.42% 80.87500
16.06.00    

TIBCO SOFTWARE INC  NASDAQ
88632Q103 9.18750 09.03
21:20 -0.75000
-7.55% 48.75000
21.11.00
 
VERTICALNET INC  NASDAQ
92532L107 2.56250 09.03
21:20 -0.43750
-14.58% 51.43750
28.04.00
Mr_Blue:

@oostwoud

 
10.03.01 10:26
was da zu B2B steht ist doch uralt!!! September letzten Jahres schätz ich mal.
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