IZTrading: Kauf ARBA zu 38,50Eu. Kommentare? o.T.

entsprechenden Umsatz meldet, wäre ich auch bullish, aber nur dann.
Heute sind in USA die ganz Harten oder die Insider an Ariba dran.

                 
           Hals über Kopf kann beides kosten !!!


                                                 Gr.Gr.


                                                   

mich schon selbst genug und hab verkauft mit 4,6% Verlußt - bravo!

allerdings nur auf Call-Basis (hab keinen vernünftigen Put gefunden). Geht schön hoch und runter, ist fundamental aber in Ordnung! Allerdings recht hohe Durchschnittsvola (über 110%) mit entsprechendem Aufgeld, aber CMRC hat ne noch höhere! (bis 450%!!!)
Leider erfährt man die latest News immer zu spät, wenn man nicht gerade ein natural language Talent ist oder English the Mothersprache ist. Ich brauch für ne englische adhoc mindestens doppelt so lange bis ich es kapiere....und bin mir dann noch nicht sicher ob das nun gut oder bad ist.

 "Contrary to speculation earlier in the quarter, we believe Commerce One is on track to post another
 solid quarter with potential for upside on the top- and bottom-line," said Upin. "We are projecting
 $176.0 million in revenue - representing 56% sequential and 942% yr/yr growth - and ($0.07) in
 operating EPS. In late October, the company delivered 42% upside to our estimates by reporting
 $112.7 million in revenue - representing 80% sequential growth and 987% year/year - with a 58/42
 license and services mix. Commerce One plans to release Q4:00 results on Thursday, January 18.
 While we believe the company successfully closed several major deals in the quarter and is
 beginning to see more meaningful transaction volumes at some of its mega-exchanges, we believe
 select areas of the business may be slowing. Even though we remain comfortable with Q4:00
 estimates, we believe Commerce One increasingly faces a set of company-specific and
 market-related challenges that will continue to serve as a near-term cloud over the stock, including:
 the impact of a slowing economy on new and existing B2B initiatives, a range of company-specific
 risks, and continued valuation compression. In light of the macro-economic and a set of
 company-specific risks that we feel may adversely impact Commerce One more than other leading
 B2B names, we are assuming a neutral to near-term cautious outlook on the stock at this time. For
 the stock to make its next meaningful move, we believe Commerce One will need to show increased
 signs of: driving strong license growth as the market for consortia and dot.com marketplaces dries
 up, accelerating adoption of existing marketplaces and accompanying network services revenue
 growth, successfully going to market with SAP - evidenced by increased penetration of the SAP
 installed base, and integrating AppNet and driving a profitable professional services business unit.
 With these challenges and risks ahead of the company, we believe the stock’s near-term upside is
 limited, but maintain our Buy rating at this time."







Gruß Dampf

Das nenn ich nen Turnaround.
Vielleicht verleieren wir ja morgen nur mal 5%, wenn jetzt alle mutig werden...

Gruß
EXPRO