Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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Eröffnet am: | 06.12.05 13:53 | von: Libuda | Anzahl Beiträge: | 10.605 |
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BPO Market Report – 20 February 2006
Indeed, research carried out by Everest Partners reveals that ICG has won 26% of the contracts
signed in the procurement outsourcing space to date, more than any other vendor. ICG leads
IBM, which has secured 24% of deals, Accenture (16%) and Ariba (15%).
Sentiment : Strong Buy
Nachdem zunächst eine größere Menge zum realistischen Kurs von 8,48 abgewickelt wurden, setzten dann die Bescheisserspielchen mit Aufträgen über zwei oder drei Stück ein, um den Kurs auf ein niedriges Niveau zu bringen.
Zu diesen Preisen wird aber niemals ein Auftrag abgewickelt, der auch nur größer als 50 Stück ist. Potenzielle Käufer werden durch diese in meinen Augen kriminelle Kursfestsezung des Frankfurter Skontrenführer in die Irre geführt (Kursmanipulation im Sinne des Wertpapierhandelsgesetzes) und setzen zu niedrige Limite an, mit denen sie dann nicht zum Zuge gekommen. Dass die Handelsüberwachungsstelle des Bafin dagegen nichts unternimmt, obwohl diese Bescheisserspielchen schon monatelang laufen, in meinen Augen ein schlimmer Fall einer eklatanten Rechtsbeugung.
Die Manipulateure, denen wegen ihrer Leerverkäufe das Wasser bis zum Hals steht, haben damit gleich zwei Fliegen mit einer Klappe gefangen.
Erstens, haben sie den Handel in Deutschland lahmgelegt.
Zweitens versuchen sie damit dem in Kürze eröffenenden US-Handel ein niedriges Kursniveaus zu suggerieren - das auf der Basis von Geschäften über zwei oder drei Stück basiert.
Die Eier legende Wollmilchsau leider ist mein Englisch nicht gut genung, um den obigen Begriff übersetzen zu können. Aber vielleicht gibt es jemand, der das schafft.
Noch ein kleiner Hinweis für deutsche Anleger: Was in Frankfurt abgeht, habt Ihr sicher verfolgt. Dort wird im Vorfeld der US-Eröffnugen seit Monaten manipuliert, dass sich die Balken biegen. Auf der Basis von Miniaufrägen von zwei oder drei Stück produziert der Skontrenführer in Frankfurt falsche Kurse, die meines Erachtens im Sinne des Wertpapierhandelgesetzes Kursmanipulationen sind. Und die Handelsüberwachungsstelle des Bafin sieht diesem nach meiner Ansicht nach kriminellen Treiben tatenlos zu. Zweck der seit Monaten in Frankfurt veranstalteten kriminellen Vorstellungen ist, mit Miniaufträgen von zwei oder drei Stück den später eröffenden US-Börsen eine falsche Marktlage vorzugaukeln und den Handel in Deutschland zu killen. Das Nichteingreifen der Handelsüberwachungsstelle des Bafin in Frankfurt stellt meines Erachtens einen sehr schlimmen und penetranten Fall einer Rechtsbeugung dar. Auf der anderen Seite sollte ich mich auf nicht beschweren, da ich zu faul bin, eine Dienstaufsichtschwerde gegen die Handelsüberwachungsstelle in Gang zu setzen.
A low risc and a great chance - unpossible? I believe, such jewels are rare, but Internet Capital is such a juwel - because this share is a very conserative investment and it is additional extreme undervalued. For example we have between $4 and $5 cash alone. And only one of the great of the 15 private held companies, like Freeborders or ICGCommerce, are enough for market cap with additon of the cash.
An other advantage of the companies of Internet Capital is the stability in small or big recessions, because they are complete structural plays, who growth at all times.
ICGE
Internet Capital Group, Inc. NASDAQ-GM
Institutional Holdings Description | Hide Summary
Company Details
Total Shares Out Standing (millions): 39
Market Capitalization ($ millions): $434
Institutional Ownership: 70.2%
Price (as of 1/26/2007) 11.11
Ownership Analysis # Of Holders Shares
Total Shares Held: 92 27,437,465
New Positions: 7 449,430
Increased Positions: 38 4,163,528
Decreased Positions: 30 1,374,649
Holders With Activity: 68 5,538,177
Sold Out Positions: 7 106,207
Click on the column header links to resort ascending () or descending ().
Owner Name
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
GENDELL JEFFREY L 9/30/2006 3,262,780 0 0.00% $36,249
CAPITAL RESEARCH & M... 9/30/2006 2,800,000 909,225 48.09% $31,108
DIMENSIONAL FUND ADV... 9/30/2006 2,620,155 453,678 20.94% $29,110
MELLON FINANCIAL COR... 9/30/2006 2,436,581 (11,456) (0.47%) $27,070
SCHNEIDER CAPITAL MA... 9/30/2006 1,699,592 30,500 1.83% $18,882
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In a mail, I was asked, if the percentage of the instiutionals can growth about 100%. I believe, this question was a joke, but I must answer, that this is possible, when shortsellers sell lended shares or naked shorters sell shares without lending. And I believe, we are on the way to such a constellation, the Nasdaq had never seen. We can only compare this idiotic speculation with the trial to corner the silver-market 30 years ago through the Hunt-Brothers. Some of you remember, what happened - the price of silver felt like a stone. By Internet Capital we will see the opposite, when the shortselling-bubble burst - we will see a jump near $20, when the shortselling-speculation get out of control. For example, the SEC must only look to not legal naked shorting and the bubble will burst.
Sentiment : Strong Buy
Größter deutscher Eigner (erheblich vor Libuda mit seinen "nur" 16,500 Stück) scheint die Deutsche Bank zu sein, die an Platz 19 bei den Institutionals steht, ca. 1% der ausstehenden Aktien hätl und im dritten Quartal ihren Bestand noch einmal um 71,35% aufgestock hatte:
DEUTSCHE BANK AG\ 9/30/2006 380,754 158,544 71.35% $4,230
Re: If shortselling-speculation get out of control (Not rated) 28-Jan-07 06:01 am After the five greatest owners in my last posting, yon can see here the numbers 6 to 25. Most important reason for the last increase from 67% in september to 70% in december was the buy of additional 960,891 shares through EMERALD ADVISERS INC.
Click on the column header links to resort ascending () or descending ().
Owner Name
Text zur Anzeige gekürzt. Gesamtes Posting anzeigen...
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
BARCLAYS GLOBAL INVE... 9/30/2006 1,466,576 (65,799) (4.29%) $16,294
ARIENCE CAPITAL MANA... 9/30/2006 1,134,317 43,300 3.97% $12,602
EMERALD ADVISERS INC... 12/31/2006 1,066,391 960,891 910.80% $11,848
COLUMBIA PARTNERS L ... 9/30/2006 1,039,528 (13,970) (1.33%) $11,549
NORTH POINTE CAPITAL... 9/30/2006 750,193 75,213 11.14% $8,335
EAGLE ASSET MANAGEME... 9/30/2006 746,875 (13,605) (1.79%) $8,298
STATE STREET CORP 9/30/2006 605,793 73,551 13.82% $6,730
TUDOR INVESTMENT COR... 9/30/2006 596,388 0 0.00% $6,626
TRIVIUM CAPITAL MANA... 9/30/2006 501,200 (345,300) (40.79%) $5,568
VANGUARD GROUP INC 9/30/2006 484,302 13,300 2.82% $5,381
PEQUOT CAPITAL MANAG... 9/30/2006 471,000 325,900 224.60% $5,233
MORGAN STANLEY 9/30/2006 431,537 255,376 144.97% $4,794
TCW GROUP INC 9/30/2006 395,356 (18,144) (4.39%) $4,392
DEUTSCHE BANK AG\ 9/30/2006 380,754 158,544 71.35% $4,230
ENGEMANN ASSET MANAG... 9/30/2006 305,587 305,587 New $3,395
NORTHERN TRUST CORP 9/30/2006 282,927 2,280 0.81% $3,143
HOCKY MANAGEMENT CO ... 9/30/2006 282,600 0 0.00% $3,140
BRUCE & CO., INC. 9/30/2006 278,300 0 0.00% $3,092
TIAA CREF INVESTMENT... 9/30/2006 260,447 6,190 2.43% $2,894
POTOMAC CAPITAL MANA... 9/30/2006 233,944 (1,856) (0.79%) $2,599
Sentiment : Strong Buy
News from Freeborders (Not rated) 29-Jan-07 12:18 pm Internet Capital owns 33% of Freeborders.
ITC selects Freeborders PLM
24 January 2007| Source: Ptex Solutions
Ptex Solutions announced that ITC Limited, one of India’s largest conglomerate has selected Freeborders Product Lifecycle Management (PLM) solution to streamline all apparel product development activities, from concept to delivery.
ITC is one of India's foremost private sector companies with a market capitalisation of over US $ 13 billion and a turnover of US $ 3.5 billion. Rated among the World's Best Big Companies, Asia's 'Fab 50' and the World's Most Reputable Companies by Forbes magazine, among India's Most Respected Companies by BusinessWorld and among India's Most Valuable Companies by Business Today, ITC ranks third in pre-tax profit among India's private sector corporations.
ITC has a diversified presence in Cigarettes, Hotels, Paperboards & Specialty Papers, Packaging, Agri-Business, Packaged Foods & Confectionery, Information Technology, Branded Apparel, Greeting Cards, Safety Matches and other FMCG products. While ITC is an outstanding market leader in its traditional businesses of Cigarettes, Hotels, Paperboards, Packaging and Agri-Exports, it is rapidly gaining market share even in its nascent businesses of Packaged Foods & Confectionery, Branded Apparel and Greeting Cards.
Freeborders PLM solution will be used by ITC’s Lifestyle Retail Business Division (LRBD). This division was formed in 2000. Within 6 years it has established a pre-eminent presence in the booming Indian retail market through its brands Wills Lifestyle and John Players and has very aggressive growth plans ahead.
At ITC, Designers, Merchandisers, Garment Engineers and selected vendors will use the system for collaborative product development. Currently ITC is using a combination of Microsoft Excel, Emails and other design applications to manage product development, track changes and manage critical path.
“ITC is the first Indian apparel company to adopt an enterprise PLM solution. We are delighted that they selected Freeborders after evaluating several technology companies. Freeborders PLM will certainly give ITC competitive advantage over other Indian retailers by improving time to market.” Prasham Kamdar, Managing Director of Ptex Solutions, the exclusive agent of Freeborders in India, Sri Lanka, Bangladesh and Mauritius.
Web-based PLM delivers brand and product strategies, disciplined product development processes, efficient material development, effectively collaborates with vendors throughout the design and procurement process and develops products that exactly match desired specifications at an accelerated pace. Prasham Kamdar adds “PLM will help to make ITC LRBD’s product development process more efficient and will help to reduce lead time and product development cost.” Early adaptors are achieving significant lead-time reductions of up to 20% across the entire design and procurement process.
"We were able to fulfill a critical need for ITC," said Debbie Baldini, Managing Director, Global Retail Practice, Freeborders. "Freeborders comprehensive PLM solution will improve the visibility and data accuracy needed to accelerate ITC’s products to market. We have one of the largest development teams in the world dedicated to apparel product lifecycle management.”
Freeborders is the worldwide leader in Product Lifecycle Management solutions for the global apparel and textile industry. Freeborders has provided PLM to leading American and European retailers, brands and manufacturers including Courtaulds (previously Sara Lee Courtaulds), The Peacock Group, J Jill, J Crew, Christopher & Bank, Woolrich, TAG and many more.
Sentiment : Strong Buy
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Outsourcing in China goes high tech
POSTED: 12:32 a.m. EST, January 25, 2007
By Kevin Voigt
For CNN
Adjust font size:
(CNN) -- When company executives think of IT outsourcing, places such as India's Bangalore often come to mind. But that may soon change -- more and more companies are turning to China as not just a cheap source of low-end manufacturing labor but to harness high-tech intellectual might.
One of the companies leading the way is Freeborders, a 7-year-old company that creates customized software for Fortune 500 companies around the world. Headquartered in San Francisco, the bulk of Freeborders' staff of 500 programmers is based in Shenzhen, China, across the border from Hong Kong.
"We think the future of (outsourced) programming is in China," says Freeborders CEO John Cestar. Certainly, it's a fast growing field in China -- the country's outsourcing market is growing by 36 percent a year and is expected to be a near $4 billion-a-year business by 2009, according to Analysys International. This year, the company -- which creates custom software to handle billing, finance and other back-office applications -- plans to quadruple its work force in China to 2,000 employees.
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In July the company received an Outsourcing Excellence Award from Forbes Magazine for creating a trading platform, fastextile.com, which links textile mills directly to garment manufacturers worldwide. The company was named one of the world's 50 best managed vendors by "The Black Book of Outsourcing."
CNN spoke with Cestar about the rising profile of China's programming might.
CNN: Why did your company choose China over India for its pool of programmers?
Cestar: About eight years ago, everyone caught on about programming in India and there has frankly been very little interest in other country possibilities. What India has pioneered is a software factory model -- sort of a "price per pound" approach; we can do "X" amount of programming for you at $10 an hour. Really, it makes IT workers very much like assembly line workers in the apparel industry. They are not asked to be creative.
In China, when I first went there 15 years ago to set up operations for another company, I was hugely impressed by how creatively the programmers thought ... they were able to bring a lot of problem-solving skills to the table. It just seems an obvious reservoir to tap for the global market, especially for research and development.
Also, China has much better infrastructure than India ... many companies there have to build their own power plants on site because the local power supply is so dicey; that's not an issue here. And the domestic market for programming has much larger potential than India.
CNN: But don't you have a problem with English language ability in China compared to India?
Cestar: That's more a perceived problem than an actual problem. According to NeoIT (an IT analysis firm) there are 5 million who graduate from university in China every year, and a million of them are studying computer science. Of those, at least a third have strong English language skills; of those, about half are conversationally fluent.
It's really more of a (human resources) problem -- you have to give incentives to your staff to constantly improve their English; they know that if they want to succeed in the company to a managerial position, they'll have to have strong English skills. We have four English professors on staff for training.
CNN: When people think "China" and "software," they often think of "piracy." How do you combat that?
Cestar: Clients sometimes ask me, "(Is) the Chinese government going to have a backdoor into your facility?" In Shenzhen, we bring in standards for security which have been approved by international (industrial verification accreditation). When you walk in, the facility is just like anywhere in the Silicon Valley.
To be honest, handling all the compensation information for 8,000 employees of a bank isn't something that you can peddle on the streets of Shenzhen. In fact, clients often say, "Better you than us" to handle this, because the real problems are if the information is leaked within the company -- this information wouldn't mean anything to you unless you were an employee.
The biggest issue is making sure we have internal isolation and controls in place so competitive information can't reach a competitor ... something they can divine by the nature of project the client has hired us to do. We have internal walls in place between clients who are also competitors.
CNN: What's the biggest challenge for working with programmers in China?
Cestar: We need to work with our employees in China to understand billing and HR systems, to learn how a financial services company issues a receipt or a bill. You have to incorporate a constant learning environment, so they understand the needs of a company in Chicago putting out payroll.
Insitutionals from 67% to 72.2% (Not rated) 17 minutes ago Strong additional growth by institutionals. After the first numbers of the fourth quartal of 2007 the percentage growth from 67% to 70% and after additional numbers to now 72.2%.
Holdings Summary
ICGE
Internet Capital Group, Inc. NASDAQ-GM
Institutional Holdings Description | Hide Summary
Company Details
Total Shares Out Standing (millions): 39
Market Capitalization ($ millions): $444
Institutional Ownership: 72.2%
Price (as of 1/30/2007) 11.37
Ownership Analysis # Of Holders Shares
Total Shares Held: 94 28,190,085
New Positions: 9 703,801
Increased Positions: 40 4,457,970
Decreased Positions: 30 1,374,649
Holders With Activity: 70 5,832,619
Sold Out Positions: 7 106,207
Click on the column header links to resort ascending () or descending ().
Owner Name
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
GENDELL JEFFREY L 9/30/2006 3,262,780 0 0.00% $37,098
DIMENSIONAL FUND ADV... 12/31/2006 3,112,704 492,549 18.80% $35,391
CAPITAL RESEARCH & M... 9/30/2006 2,800,000 909,225 48.09% $31,836
MELLON FINANCIAL COR... 9/30/2006 2,436,581 (11,456) (0.47%) $27,704
SCHNEIDER CAPITAL MA... 9/30/2006 1,699,592 30,500 1.83% $19,324
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ANNUAL SALES RISE 19%, HOLIDAY SALES INCREASE 35% AT RITZ INTERACTIVE
SCOTTSDALE, AZ - January 24, 2006 - A big push into consumer electronics just before the holidays helped Ritz Interactive Inc. grow its 2006 web sales by 19%.
For the year, Ritz, No. 102 in the Internet Retailer Top 500 Guide to Retail Web Sites, posted e-commerce revenue of $98.8 million, compared with $83.15 million in 2005.
The company credits a big push into consumer electronics as a key reason for top-line growth. In November, Ritz added more than 70,000 new products to the electronics category on its e-commerce sites. The new electronics offerings, which include the latest computers and peripherals, LCD and Plasma TVs, MP3 players, and gaming devices, now are available on RitzCamera.com, WolfCamera.com, CameraWorld.com and PhotoAlley.com. Site visitors now can choose from a selection of products and accessories from IBM, HP, Microsoft, Sony, Panasonic and other electronics manufacturers.
"Our holiday sales increased by 35%," says Ritz Interactive CEO Fred Lerner, who is speaking at Internet Retailer Conference & Exhibition, June 4-7 in San Jose, in a June 5 session titled "The Scotch Boutique: The Web Is Made for Niche Retailing." "We looked at our high-end digital camera buyers and decided they were also consumer electronics shoppers," Lerner notes.
About Ritz Interactive, Inc.
Ritz Interactive is an award-winning, specialty online retailer and e-commerce service provider that operates a network of websites offering high quality, branded lifestyle products. Since its inception in Irvine, California in 1999, the company has become a leader in providing a full array of photographic and consumer electronics products as well as a wide range of marine, boating and fishing products, at competitive prices for online shoppers. Ritz Interactive’s leading photo-specialty e-commerce websites are RitzCamera.com and WolfCamera.com, while the company’s leading marine e-commerce website is BoatersWorld.com. Each of the individually branded and marketed websites offers a broad and deep selection of competitively priced products and brings an established brick-and-mortar reputation to the company’s e-commerce platform.
About Vcommerce Corp.
Vcommerce is the industry leader in enterprise eCommerce solutions for online retail. Retailers can choose to leverage Vcommerce Enterprise™ as a true end-to-end solution or select just the capabilities and services they require. Vcommerce Enterprise consists of advanced solutions for demand generation, eCommerce storefront, order management, fulfillment and logistics and customer service. Proven with leading online retailers for nearly a decade, Vcommerce solutions allow clients to expand their online retail capabilities rapidly, cost effectively while retaining control over business processes, branding and the total customer experience. Recognized for its online retailing expertise, platform flexibility and scalability and low-risk methodology for enabling eCommerce, Vcommerce is SAS 70 Type II and PCI Level I certified. Vcommerce clients include Overstock.com, eToys Direct, Ritz Interactive, MTV Networks and newegg.com. For more information, please visit www.vcommerce.com or call 480.922.9922.
100 Percent Increase in Employees for 2007 (Not rated) 31-Jan-07 08:15 am Channel Intelligence Plans 100 Percent Increase in Employees for 2007
ORLANDO – January 30, 2007 – Channel Intelligence (CI), a leader in technology innovation for Web-initiated commerce, is rapidly expanding its base of resources with an aggressive hiring schedule for 2007. The company aims to fill 10 positions per month at its corporate office in Orlando, FL.
“As we expand our business and enhance Channel Intelligence’s product lines, we are looking for talented people to join our team and help us take the company forward,” said Rob Wight, CEO and co-founder of CI. “Since the beginning, it has been the exceptional talent of the people working with us that have allowed us to pursue technological innovation, forming the foundation for our industry-leading products and services. As the company continues to grow in leaps and bounds, that growth will be supported by augmenting our already-skilled teams with individuals who want to make their mark in a cutting-edge company.”
Chris Nicks Director of Human Resources with CI adds, “As a company at the forefront of Internet-related technology, traditionally we have attracted extremely skilled talent. Our exciting work and competitive compensation have made us a desired employer, along with many benefits that aren’t commonly found. For example, every new hire becomes an employee/owner, we offer 100 percent paid medical for employees and their families, and each employee has their own office when they join the CI team. We are also in the process of expanding our facilities to accommodate the new additions to our team over the coming year as well as to preserve the corporate culture and work environment.”
Positions are currently open in the Product Management/Engineering, Sales/Marketing, and Operations/Client Support departments. Candidates meeting posted qualifications are invited to apply through the Channel Intelligence web site. Relocation benefits may be available.
Current Openings: http://www.channelintelligence.com/openi...
Benefits: http://www.channelintelligence.com/caree...
About Channel Intelligence
Based in Orlando, Florida, with offices in Geneva, Switzerland, Channel Intelligence is a leading provider of innovative data solutions that make it easy for online shoppers to find and buy products whether they start at retailer sites, manufacturer sites or destination shopping sites. CI’s patented optimization technology and data solutions currently manage and syndicate over $3 billion in product value to over 50 destinations every day. CI customers include nearly 200 of the best known retail and manufacturing brands such as Best Buy, Baby Universe, Black & Decker, Canon, Circuit City, Electronic Arts, eToys Direct, Fujifilm, HP Home and Home Office, ICE.com, Idea Forest (Joann.com), LG Electronics, Northern Tool + Equipment, Neiman Marcus Group, Olympus, Panasonic, PC Mall, PETCO, Smart Bargains, Target, The Inside Store and Things Remembered. For more information, visit the company’s website at http://www.channelintelligence.com.
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Sentiment : Strong Buy
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Re: 100 Percent Increase in Employees for 2007 (Not rated) 1-Feb-07 12:26 pm Gigantic growth:
All Current Openings at CI
Click on the job title to view the job description and application information.
Categorization Specialist
Client Services Manager
Client Services Representative
eCommerce Regional Sales Executive
eCommerce Regional Sales Executive
eCommerce Retail Account Manager
Head of Product Management
IT Administrator
Manufacturing Sales Engineer
National Sales Manager – Manufacturers
Operations SellCast Implementation Manager
Operations SellPath Client Representative
Operations SellPath Implementation Manager
Operations SellPath Senior Technical Manager - Client
Optimization Support Representative
Product Manager – Affiliate Relationships
Product Manager: Data Management
Product Manager: Local
Product Manager: SellCast
Product Manager: SellCast Effectiveness
Product Manager: SellCore
Product Manager: SellPath
Professional Office Administrator
Program Manager – Architecture
Program Manager – Data Management
Program Manager – Optimization
Program Manager – Retailer Management
Program Manager – SellCast
Program Manager – SellCore
Program Manager – SellPath
Retail Sales Engineer
Senior Financial Analyst
Software Engineer
Software Engineer – Client Engineering
Strategic Account Manager–Manufacturers- East Coast (NY, NJ, PA, MA, CT)
Strategic Account Manager–Manufacturers- West Coast (CA, OR, WA)
Team Leader Optimization
Technical Support Specialist
Good news for the market-leader (Not rated) 1-Feb-07 05:30 pm That is ICGCommerce, who lead the market with 26% for IBB Gobals Services with 24%, Accenture with 16% and Ariba with 15%.
Everest's Facts and Figures: Procurement Outsourcing
Posted At : December 18, 2006 9:25 AM
Related Categories: Outsourcing, Spend Management
In a feature profiling their recent webcast on Tekrati, Everest shares some useful facts and figures on the procurement BPO or managed services marketplace. According to the article, procurement outsourcing "expenditure has grown at over 35 percent in 2006 and represents an annual managed spend of nearly US$40 billion." Everest's research suggests that the most deal activity has been in manufacturing, consumer products, and financial services in the past 2 years with "Europe [witnessing] substantial PO activity". Based on their coverage of "actual PO deals tracked", Everest believes that, "nearly 65-80% of this indirect spend can be outsourced to an outsourcing supplier. This includes most indirect categories like offices supplies, MRO, advertising and promotion, IT, facilities, professional services, and HR services."
But don't think for a minute that low cost labor is the key driver of procurement outsourcing (though one could argue on the procure-to-pay side, it's better have Dilbert-like clerks anywhere but in expensive Western countries). According to Everest, "while labor arbitrage is the key lever that suppliers utilize in FAO, in PO the most important value creation lever is people expertise." Earlier this month, I heard a second hand story from an executive in the sector who related a tale from a fellow executive at a large outsourcer that their firm's biggest challenge was hiring senior talent -- not signing deals. If anything speaks to the growth prospects of procurement BPO in the coming years, it's the huge demand and thirst for talent to manage such efforts, not simply uncovering and selling procurement outsourcing opportunities
Sentiment : Strong Buy
Der in dieser Diskussion als Moderator agierende Mr. Cestar hat im Februar 2006 von einem IPO in nicht all zu ferner Zukunft gesprochen - und dabei eine Milliardenkapitaltisierung von Freeborders in Aussicht gestellt. Selbst wenn es nur halb so gut käme - nämlich mit einer Marktkapitaliserung von 500 Millionen - fielen dabei für Internet Capital immerhin noch 167 Millionen ab.
Nice Metastorm news (1 Rating) 5-Feb-07 09:59 am http://www.metastorm.com/news/2007/02050...
Metastorm Continues Breakaway Growth in 2006
Record Sales Revenues, Customer Success Further Solidify BPM Vendor’s Global Leadership
BALTIMORE, MD – February 5, 2007 – Metastorm, a leading provider of Business Process Management (BPM) software for organizational agility, innovation, and governance, today announced financial results for its year ended December 31, 2006. The privately held company posted record total revenues, experienced 66% total year-over-year growth, and increased license revenues by 40%. Metastorm added 134 new strategic customers to its portfolio in 2006 and realized a 93% maintenance renewal rate from its existing customers. The company also saw a continued increase in the size of investment that organizations are willing to make to obtain a true enterprise-level BPM solution. Metastorm’s existing customers accounted for an impressive 39 percent of the company’s revenue during the year – a strong validation of the results that Metastorm BPM® delivers. Metastorm customers see the value of taking their BPM initiatives beyond basic process automation and control and are starting to view BPM as a mechanism for increased business agility, governance and innovation. The strategic value offered by a proven, enterprise-scale BPM suite such as that offered by Metastorm is in high demand.
Metastorm continued to witness broad adoption of BPM software and solutions in its competitive wins at ABA Seguros (Mexico), British Broadcasting Corporation (U.K.), Ergo Hestia (Poland), Federal Bureau of Investigations (U.S), General Services Administration (U.S), Lawyers Access Web (South Africa), Portman Building Society (U.K.), Trafigura Limited (U.K.), UBS (Italy), and U.S. Navy (U.S.). Existing customers expanding their use of the Metastorm BPM suite included AmerisourceBergen (U.S), Ernst & Young (U.S), IKON (U.S.), SABMiller (Poland), Postbank Systems (Germany), Thomson Elite (U.S.), and the U.S. Army (U.S.). Metastorm’s growth enabled the company to surpass 1300 customers further strengthening its position as a BPM software market leader.
From a product perspective, Metastorm set itself apart from other vendors with the 2006 release of Metastorm Integration Manager – a robust integration platform for system-to-system process management, high-speed managed file transfer, and powerful legacy system enablement capabilities that expose legacy applications as web services for easy integration into modern-day business processes. Over the past year, business and IT users used Metastorm BPM to successfully collaborate on and improve hundreds of enterprise-scale projects, tying together all elements of a process – people, data, applications, systems – across platforms and environments. Metastorm BPM has proven to be a platform that unifies process management and provides customers with a solution that meets both human-centric and integration-centric process needs.
“Metastorm exhibited strong performance in 2006, and we remain the only pure-BPM vendor to consistently deliver above-market revenue growth and profitability on a repeated basis,” stated Robert Farrell, president and CEO of Metastorm. “Metastorm customers and partners place a high value on how we run the company and leverage their investments in Metastorm BPM. Our operating model allows us to serve our customers, expand the scope of BPM through practical innovation, attract strategic partners around the world, and most importantly serve as the global thought leader and leading software provider of BPM for the long term.”
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Freeborders Eyes IPO
Reuters reports that China service provider Freeborders is considering going public in the "near future." ""There's a market opportunity for a company (in China software outsourcing) to be a $1 billion company, and we think Freeborders can be that company," the article quotes co-CEO Ramsey Walker saying.
Internet Capital owns 33% of Freeborders. Maybe the IPO will come in 2007 - I am sure by an annoucement, Internet Capital will jump to $20.
Sentiment : Strong Buy
penski
Für mich auf jeden Fall stimmt die Rechnung, habe im Oktober 2004 2000 Stück zu 4.85 USD nachgekauft und somit meinen früheren Verlust mit ICGE mehr als ausgewetzt.
Gruss penski
Zürckhalten von Informationen durch den Vorstand, gigantische Umsatz- und Ertragszahlen bei den Beteiligungen, Börsengänge die nicht kommen, etc. Grundsätzlich ist es ja nicht schlecht wenn sich jemand intensiv mit einem Wert über einen langen Zeitraum beschäftigt und Informationen dazu liefert. Nur sollte diese Person auch andere Meinungen ohne Fäkalbeschimpfungen hinnehmen und sich an seinen getroffenen Aussagen messen lasse.
Das kann Libuda leider nicht! Der nächste Fäkaltorpedo von Libuda wird nicht lange auf sich warten lassen.
Seit kurzem sind auch wieder die Technik-Fuzzies am Aufspringen. Ich halte nichts von der Technischen Analyse und man sieht ja auch, dass ich da nicht falsch liege. Bei einem von mir erwarteten Kurs von $20 habe ich meinen Einsatz vervierfacht, wer heute aufspringt, fährt auch noch ganz gut, aber bei $20 seinen Einsatz nur knapp verdoppelt.
Hier so ein typischer Techniker:
Hey, it hit 11.60, I guess that makes it official.
Closed on a new 52 week high on good volume, and hit an intraday 3 year high. Pretty good considering what the NAS did today.
Needless to say, I'm in.
Wenn es den Shortseller nicht gelingt, die Aktie noch einmal zu drücken, was sehr schwer fallen würde, könnten jetzt einige Zocker aufspringen und es ginge relativ schnell nach oben. Ich habe allerdings auch nichts dagegen, wenn die nicht aufspringen und wir eben langsamer nach oben laufen - und erst bei konkreteren Situationen (z.B. IPO's oder Verkaufen) nach oben laufen.
3. Januar 2005 8.28 USD
31. Januar 2005 7.25 USD. Zudem habe ich bezüglich dem Datum (fälschlicherweise) die amerikanische Schreibweise verwendet und kam so auf den 1. Februar 2005. Also liege ich mit meiner Berechnung nicht so weit daneben.
An Libuda folgene Anmerkung: lese deine Postings immer gerne und habe viele Zusammenhänge erkennen können. Nur weiter so....
Gruss und ein schöner Sonntagabend
penski
Acceleration Fueled by Software Delivered Both as a
Service (SaaS) and On-Premise
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Burlington, MA – (February 7, 2007) – Emptoris, the leading provider of Enterprise Supply and Contract Management solutions, announced today that it has recorded 83% year-over-year sales growth for 2006.
Emptoris reported four consecutive quarters of sequential growth, and grew more than five times faster than the 10% growth in the overall supply and contract management software market. The company said its growth has clearly been fueled by its ability to provision its software platform both as a Service (SaaS), as well as on-premise. The company said significant new customer wins and competitive displacements over the course of the year continue to demonstrate the strength of its broad supply management suite, and its leadership in Enterprise Contract Management.
“Companies clearly have a need for a very capable integrated sourcing suite and sophisticated enterprise contract management.” said Avner Schneur, chief executive officer of Emptoris. “Our growth was fueled by having industry leading solutions, delivered as either a service or installed on customers’ premises. Not only are we flexible up-front, our software allows a customer to transition from one model to the other.”
Capturing Greater Market Share
In 2006, Emptoris grew over five times faster than the supply and contract management software market, which has been estimated to be growing at 10% annually, and is expected to reach $3 billion by 2008, according to Forrester Research. Emptoris recorded its strongest yearly performance ever with 240 transactions contributing to 83% year-over-year sales growth. Growth accelerated in the fourth quarter as Emptoris recorded 185% sales growth over the fourth quarter of 2005.
Over 70% of sales came from companies that were not Emptoris customers at the beginning of 2006. The growth was consistent throughout the year, with each quarter’s growth larger than the previous. Due to strong demand for the company’s software as a service (SaaS) offerings, the company’s sales backlog and deferred revenue, which represents future committed revenues in multi-year subscription contracts, is as large as the company’s total 2006 revenues.
Throughout 2006, Emptoris continued to win significant new business and capture large marquee customers from Ariba. Examples in the fourth quarter included an internationally recognized beauty products company, a global chemical company and an international leader in networking equipment, which, even as one of Ariba’s earliest customers, has elected to use the Emptoris Contract Management solution.
Examples of other new enterprise customers who signed with Emptoris include one of the world’s largest oil and gas producers, three leading regional health insurance providers, and one of the top U.S. refiners and distributors of gasoline.
International deals continued to represent significant growth for Emptoris, as did deals signed by channel partners. In 2006, 34% of Emptoris’ sales bookings came from Europe and the Asia Pacific region. During the same period, channel partners delivered almost 20% of the company’s sales.
Hybrid Deployment Strategy Accelerates Growth
Emptoris capitalized on the high demand for supply and contract management software, regardless of how customers chose to deploy the software. Based on deals signed in the second-half of 2006, 65% of customers selected to deploy the solutions in a Software-as-a-Service (SaaS) mode, making multi-year contract commitments. Approximately 45% of these SaaS deals were over $1 million. Emptoris can deploy all its solutions either on-premise or as Software as a Service, and offers the ability for customers to switch between the two.
“This is a major competitive advantage against ERP vendors which lack solution capabilities, and offer a patch quilt of conflicting on-demand and installed software” said Ammiel Kamon, Senior Vice President of Marketing and Product Management at Emptoris.
Contract Management Leadership
In 2006, Emptoris also cemented its position as a contract management leader, and the Emptoris Contract Management Solution was the number one ranked current product offering by Forrester Research in the March 2006 report entitled “The Forrester Wave™:Contract Lifecycle Management, Q1 2006.” Over 67% of new software sales during the last two quarters of 2006 included the Emptoris Contract Management solution.
The Emptoris Contract Management Solution enables companies to gain greater contract visibility, reduce associated risks and create more profitable contracts. This comprehensive solution supports all contract types including sales contracts, procurement contracts, and industry specific contracts. In the second half of 2006 Emptoris won an increasing number of customers wishing to control sales or industry specific contract processes.
Integrated Suite Leadership
Emptoris’ strong growth was also due to satisfying customers’ needs for a broad, integrated supply and contract management suite. Based on 2006 second-half deals, 40% of customers selected to deploy multiple Emptoris solutions, including spend analysis, sourcing, contract management and supplier performance management.
Throughout 2006, Emptoris released a number of new solutions and expansions of existing offerings:
Emptoris 6: Emptoris 6 provides the deepest and broadest functionality to support the supply and contract management process including solutions for spend analysis, sourcing, contract management, compliance, and supplier performance management. The solution suite can analyze all types of spend, manage sourcing for all categories and negotiate all types of contracts.
SAP Solution Integration: Emptoris released its SAP integration package for Emptoris 6. With this turnkey solution based on the SAP NetWeaver® Exchange Infrastructure (SAP NetWeaver XI), companies can drive sourcing and contract decisions directly into the ERP procure-to-pay process, ensuring day-to-day operations meet the requirements of strategic agreements.
Emptoris Spend Analysis: Emptoris also released an expansion of its market-leading Spend Analysis solution designed to augment a company’s ERP strategies, and take those IT driven efforts to the next level in accuracy and spend visibility.
Overdrive by Emptoris: Emptoris also launched Overdrive in 2006, a new offering designed to help companies establish and equip their e-sourcing Program Management office - thus accelerating business impact, driving self-sufficiency, and pushing adoption to the next level.
Event Monitoring and Support: Launched a new offering to ensure successful execution of sourcing events for global customers by providing event-based operational support, including event set up review, supplier on-boarding and training, auction monitoring services, and real-time buyer and supplier bidding support. The service is available in supplier’s local language, with particular emphasis on support for Asia-Pacific languages and low-tech suppliers.
Global and Corporate Expansion
Emptoris has aggressively expanded its operations throughout 2006, and has been on the forefront of the consolidation in the Supply Management space.
Key milestones include:
By the end of 2006 Emptoris had over 400 employees.
Continued investment of over a third of revenue back into research and development
Expanded presence in France and Germany, and a doubling of the European organization.
Acquisition of diCarta: In the first quarter Emptoris completed its merger with diCarta, the leading provider of enterprise contract management software. The combination enabled the company to offer a more comprehensive enterprise-wide supply and contract management solution to customers. Both companies were hailed by independent research firms for being number one for their current offerings and experienced strong customer and revenue growth.
Acquisition of MINDFLOW: In July 2006, Emptoris also announced the acquisition of MINDFLOW Technologies, a recognized innovator in inbound supply chain planning and sourcing optimization.
Independent Recognition
In 2006, Emptoris also continued to receive independent recognition for the innovation and impact of its solutions – as well as for its market leadership:
Forrester Research: The Emptoris Contract Management solution was ranked #1 for current offering in the Forrester Wave Contract Lifecycle Management Suite (Q1 2006) – and the Emptoris Sourcing solution was also ranked #1 for current offering in the Forrester Wave Esourcing Suite.
Induction by INFORMS into Franz Edelman Academy: Emptoris became the only software vendor inducted by INFORMS into the prestigious Franz Edelman Academy. The recognition is for using supply optimization to significantly impact and transform a business, specifically enabling Motorola to save $600 million.
Supply & Demand Chain Executive: Emptoris was also selected for The Supply & Demand Chain Executive listing of the leading supply management innovators in the market.
CPO Agenda Executive Debates and Sourcing Thought Leadership
Emptoris has joined forces with Accenture and CPO Agenda Magazine to produce a series of executive roundtable debates. For more information on these events, please visit www.emptoris.com. Emptoris and Accenture have also co-authored an executive whitepaper detailing the role of supply management technology as a critical component supporting low cost country sourcing initiatives.
As part of its on-going thought leadership series, Emptoris partnered with the Institute of Supply Management and Cargill to deliver an online seminar on strategic sourcing. The event, one of ISM’s most popular, is titled “Practical Approaches to Sourcing for Best Value, Not Just Best Price.” To watch a recorded version of this, go to: www.emptoris.com/sourcing.
About Emptoris
Emptoris is the world leader in innovative supply and contract management software solutions that empower enterprises to realize best value and accelerate profitable growth. Emptoris solutions are used by successful Global 2000 companies in every industry. Customers include American Express, Boeing, Dow Corning, GlaxoSmithKline, Motorola, Owens Corning, Samsung America, and Toro.
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Tuesday February 13, 8:30 am ET
WAYNE, Pa.--(BUSINESS WIRE)--Internet Capital Group, Inc. (Nasdaq:ICGE - News) today announced that it has retired all of its outstanding 5% convertible notes. The notes were due to mature in April 2009 and were convertible into shares of ICG Common Stock at a price of $9.108 per share. Pursuant to agreements with the remaining holders of the notes, ICG repurchased $26.6 million face amount of notes for approximately $37.1 million, plus accrued interest. By repurchasing the notes, ICG removed the future dilutive effect of the approximately 2.9 million shares of Common Stock into which the notes could have been converted. Additionally, the elimination of restrictive covenants related to the notes provides ICG with greater flexibility with respect to potential uses of its capital.
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"We are very pleased to report that, for the first time since 1999, ICG is free of debt," said Walter Buckley, ICG's chairman and CEO. "Through the prudent use of our capital, we have removed the burden of debt from our balance sheet. As we execute on our strategy to acquire and build leading on-demand companies, we will continue to evaluate the best use of our capital, as it relates to the creation of stockholder value, without debt-imposed restrictions."
About Internet Capital Group
Internet Capital Group (www.internetcapital.com) acquires and builds Internet software companies that drive business productivity and reduce transaction costs between firms. Founded in 1996, ICG devotes its expertise and capital to maximizing the success of these platform companies, which deliver on-demand software and service applications to customers worldwide.
Safe Harbor Statement under Private Securities Litigation Reform Act of 1995
The statements contained in this press release that are not historical facts are forward-looking statements that involve certain risks and uncertainties including but not limited to risks associated with the uncertainty of future performance of our partner companies, acquisitions or dispositions of interests in partner companies, the effect of economic conditions generally, capital spending by customers, development of the e-commerce and information technology markets, and uncertainties detailed in the Company's filings with the Securities and Exchange Commission. These and other factors may cause actual results to differ materially from those projected.
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