B2B-ESPEED-Rakete: **************Letzte Info vor Ausbruch:

Warum Epseed in diesem Jahr explodieren wird,
habe ich schon argumentativ unterlegt.
*
Ich nannte ein kurzfristiges Kursziel von 60 bei einem Kurs von 45,
dieses ist jetzt fast erreicht (58.25) -
allerdings bei extrem mikrigen Umsätzen (Vol:Nasdaq 2Mio, Germany Tausend).
Die geringen Umsätze werden aber bald der Vergangenheit angehören,
denn

Epseed wird heute Ami-vorbörslich die Q4-Zahlen bekannt geben,

zur Erinnerung:
ESpeed handelt mit eBonds und will dieses B2B-Konzept aggressiv
ausdehnen, dazu ist jüngst ein Cisco-Vorstand zur Hilfe geeilt,
und der verschwendet bestimmt keine Zeit...

"eSpeed's current markets trade $45 TRILLION a year"
ist ein korrekter Kommentar ausm Amiboard,
was heißen soll, daß ESpeed sehr schnell expandiert -

Investoren könnten nach den Zahlen diese Perle entdecken,
dann würden die Umsätze und der Kurs explodieren.

Gefahr:
>H4>
Die Groß-Investoren könnten die Konsolidierung der Nasadaq
und die Zinsentscheidung abwarten. Dann könnte ESPEED durchaus
wieder im Bereich von 50-55 pendeln. Aber im Börsenleben heißt
es ja: "Wer zuerst kommt, dem winken viele Dollars"


Also ich habe ESPEED für 46 gekauft und für 52,50 verkauft (wegen
Kons.-Angst, aber Espeed reagierte NULL auf das neg. Umfeld!!!!!!!!!!!!!)
und dann wieder für 57 gekauft!

be invested and really good tardes
IZ


 

 

58.25€ ist doch schon mal was.Denke,trotz Gefahr der Konsolidierung,dass sich Espeed bei langsam steigenden Umsaetzen am Markt ganz gut behaupten wird.Die Info von Dir ist echt klasse gelungen:
Denke ueber einen erneuten Zukauf nach
Gruesse Volle Kanne  

gut, daß hier das Wort Risiko auch mal nur nicht von mir
in den Mund genommen wird. Ich bin jedoch nach der Performance
von ESpeed bei schlechtem Unfeld und geringen Umsätzen ziehmlich
bullisch - im Auge behaltend, daß ein Kauf nahe dem ATH sehr riskant
ist.

Gruß
IZ  

Bin normal kein Herdentier,habe aber ein gutes Gefuehl,dass wir beide bei diesem Wert nicht allzuviel falsch machen koennen.Ich dachte heute ja auch schon ueber Nachkauf nach(bloedes Deutsch)werde aber noch bis Donnerstag damit warten(mal sehen,was USA vorgibt).
Ansonsten bleibt dann noch alle Zeit der Welt,um auf den Zug aufzuspringen-
getreu dem Motto:In der Ruhe liegt die kraft
Gruesse Volle Kanne
P.S.:Bin ja mittlerweile schon ganz nett investiert,drum,abwarten,Tee trinken,geniessen    

  Price to Revenue      96.36. Die zahl extrapoliert auf p/e - wobei e=negative - ist ein bisschen hoch oder?!
Und musstest Du so eine reisser schlagzeile verwenden?
Hab mal ein bisschen gelesen und finde das konzept gut. Ist zwar nicht neu und wird nur bestehende 'systeme' ersetzen (also der markt wird nicht groesser und konkurrenz bleibt gleich) aber durch durch den fruehen markteinstieg gibt es vielleicht vorteile.
Jemand noch mehr info?  

eSpeed, Inc. (ticker: ESPD, exchange: Nasdaq) News Release - Monday, January 31, 2000

eSpeed's Revenue From Electronic Transactions Increases 142

  eSpeed Reports Revenues of $14.0 Million for the 1999 Fourth Quarter,

  $38.2 Million for the Year

  Revenues Exceed Expectations

  NEW YORK, Jan. 31 /PRNewswire/ -- eSpeed, Inc. (Nasdaq: ESPD), a leading provider of
  real-time business-to-business electronic marketplaces, today announced impressive financial
  results for the fourth quarter and period ended December 31, 1999.

  Revenues for the quarter ended December 31, 1999 totaled $14.0 million, a 21% increase over third
  quarter revenues. The Company reported a net loss of $6.0 million, or $(0.13) per share for the
  1999 fourth quarter, after posting a net loss of $3.4 million in the third quarter. Fully electronic
  transaction revenues totaled $6.3 million, a 142% increase over the third quarter, and transaction
  revenues overall increased 38% over the third quarter.

  For the period March 10, 1999 (date eSpeed, Inc. commenced operations) through December 31,
  1999, the Company reported total revenues of $38.2 million. The Company's net loss was $12.6
  million, or $(0.28) per share for the same period.

  Commenting on eSpeed's performance, Howard W. Lutnick, Chairman and Chief Executive Officer
  said, "Our products are rolling out on target and they are being received enthusiastically. eSpeed is
  powered by the combined strength of the leading trading technology in the industry, and the
  brightest minds in the industry. Our business is exciting on all fronts, with fourth quarter fully
  electronic trading volumes greater than projected, and revenue from electronic transactions up
  142% from last quarter."

  "eSpeed technology currently handles $150 billion in financial transactions daily. Since our system
  is scalable and extendable, the same technology that processes trillions of dollars in financial
  transactions can handle transactions in any non-financial product as well. eSpeed is the trading
  platform for fast, cost-efficient B2B marketplaces and exchanges in virtually any vertical market
  segment," added Mr. Lutnick. "Whether the product is Treasury bonds, electricity or industrial
  products, eSpeed technology can provide the end to end, B2B solution."

  Frederick T. Varacchi, President and COO of eSpeed added, "Our technology is built and paid for,
  it's been proven in one of the largest marketplaces in the world and it's proprietary- this is the
  formula for successful growth as eSpeed moves aggressively into new markets." Of eSpeed's 370
  employees, 330 are technology professionals who work in-house creating the software, programs
  and transactional infrastructure that provide the technological backbone of eSpeed. Varacchi, who
  is himself a former Chief Technology Officer, noted that the eSpeed trading platform is based on
  the company's patented, rules-based processing method known as Interactive Matching.

  Varacchi also noted that "With the $144 million in proceeds received from our initial public offering,
  we intend to dramatically increase spending on technology and personnel to continue to maintain
  eSpeed's competitive technological advantage. It is critical for us to ensure our technological
  platform remains the envy of the B2B business world."

  "We have continued to increase the number of clients using the eSpeed system. This strong
  acceptance of the eSpeed trading platform, the absence of a Y2K market slowdown and an
  increase in market volatility contributed to a greater revenue stream than expected," added Kevin
  Piccoli, eSpeed's Chief Financial Officer. Piccoli also noted that the company's bottom line
  reflected a lower than anticipated level of operating expenses. "We anticipate that we will continue
  to add significantly to our technology staff throughout the year," Piccoli added.

  Commenting on future plans, CEO Howard Lutnick added, "Our eSpeed system has a flexible
  design which allows us to quickly and easily add new products and services. Our strategy is to
  continue to add new products and markets to the eSpeed platform to create real-time electronic
  marketplaces for virtually any B2B or financial product. Toward this end, we are actively pursuing
  partners, either through joint ventures, acquisition, or other alliances that want to join eSpeed in
  creating the fastest, most efficient B2B marketplaces in the world."

  During the quarter, eSpeed, Inc. completed its initial public offering of 10,350,000 shares at $22 per
  share on December 10, 1999, of which 7 million shares were sold by the Company raising $144
  million in proceeds.

  About eSpeed

  eSpeed, Inc. operates multiple buyer/multiple seller real-time business- to-business electronic
  marketplaces. eSpeed's suite of marketplace tools provides an end-to-end solution -- transaction
  processing, network distribution, risk management, back-end processing and billing -- for the
  trading of any product via the Internet or over eSpeed's global private network. eSpeed currently
  provides the marketplace infrastructure for over 20 financial markets, transacting over $150 billion of
  financial instruments daily. eSpeed is headquartered in New York. Additional information on
  eSpeed is available via the Internet at http://www.espeed.com .

  Statements contained in this Press Release which are not historical facts are forward-looking
  statements, as the term is defined in the Private Securities Litigation Reform Act of 1995. Such
  forward-looking statements are subject to risks and uncertainties which could cause actual results
  to differ materially from those currently anticipated due to a number of factors, which include, but
  are not limited to: the Company's limited operating history, its expected incurrence of future losses
  and negative cash flow from operations for the foreseeable future, its ability to enter into marketing
  and strategic alliances, to effectively manage its growth, to expand the use of its electronic
  systems, and to induce customers to use its marketplaces and services and other factors that are
  discussed in the Company's Registration Statement on Form S-1 filed with the Securities and
  Exchange Commission.

                          eSpeed, Inc. and Subsidiaries
                  CONSOLIDATED STATEMENT OF FINANCIAL CONDITION
                                December 31, 1999

                                    UNAUDITED

            Assets

      Cash                                                             $201,001
      Securities purchased under reverse
       repurchase agreements                                        134,644,521
      Receivable from affiliates
      Fixed assets, at cost                         12,556,627
      Less accumulated depreciation
       and amortization                             (3,086,555)
      Fixed assets, net                                               9,470,072
      Prepaid expenses, principally computer
       maintenance agreements                                            11,495
      Total assets                                                 $144,327,089

            Liabilities and Stockholders' Equity

        Liabilities:
      Payable to affiliates, net                                     $6,743,929
      Accounts payable and accrued liabilities                        2,071,347
        Total liabilities                                             8,815,276

      Commitments and contingencies


        Stockholders' equity:
      Preferred stock, par value $0.01 per share;
       50,000,000 shares authorized, no share
       issued or outstanding                                                 --
      Class A common stock, par value $0.01 per share;
       200,000,000 shares authorized; 10,350,000
       shares issued and outstanding                                    103,500
      Class B common stock, par value $0.01 per share;
       100,000,000 shares authorized; 40,650,000
       shares issued and outstanding                                    406,500
      Additional paid in capital                                    147,588,726
      Accumulated deficit                                           (12,586,913)
        Total stockholders' equity                                  135,511,813

      Total liabilities and stockholders' equity                   $144,327,089

                          eSpeed, Inc. and Subsidiaries
                       CONSOLIDATED STATEMENT OF OPERATIONS
                        For the period from March 10, 1999
            (date of commencement of operations) to December 31, 1999

                                    UNAUDITED

                                                     Quarter ended
                      March 10 to          June 25,    Sept. 24,      Dec. 31,
                      March 26, 1999          1999         1999          1999

      Revenues:
       Transaction revenues
        Fully electronic     $76,621    $1,153,471   $2,590,715    $6,259,035
        Voice assisted       664,597     3,900,345    3,817,144     3,395,220
        Open outcry          379,316     1,376,962    1,075,426       692,695
      Total transaction
       revenues            1,120,534     6,430,778    7,483,285    10,346,950
      Interest income                                                 347,804
      System service fees
       from affiliates       827,716     4,138,578    4,138,578     3,354,702
          Total revenues   1,948,250    10,569,356   11,621,863    14,049,456

      Expenses:
       Compensation and
        employee benefits  1,267,838     6,403,446    7,033,656     6,797,386
       Occupancy and
        equipment            676,023     2,854,350    3,102,063     3,659,913
       Professional and
        consulting fees      185,985     1,596,097    1,833,266     1,533,448
       Communications and
        client networks      221,159     1,103,081    1,121,552       909,278
       Transaction service
        fees paid to
        affiliates            26,817       403,715      906,750     2,190,663
       Administrative fees
        paid to affiliates    93,701       461,266      512,233       594,858
       Options granted to
        Cantor employees          --            --           --     2,841,053
       Other                  15,235       500,034      606,850     1,536,011
          Total expenses   2,486,758    13,321,989   15,116,370    20,062,610

      Loss before benefit
       for income taxes     (538,508)   (2,752,633)  (3,494,507)   (6,013,154)

      Income tax benefit:
       Federal
       State and local        13,635        69,694       88,478        40,082
          Total tax benefit   13,635        69,694       88,478        40,082

      Net loss             ($524,873)  ($2,682,939) ($3,406,029)  ($5,973,072)

      Per share data:
      Basic net loss
       per share              ($0.01)       ($0.06)      ($0.08)       ($0.13)

      Weighted average
       shares of
       common stock
       outstanding:       44,000,000    44,000,000   44,000,000    45,530,000

                                                          March 10 to
                                                          Dec. 31, 1999

      Revenues:
       Transaction revenues
        Fully electronic                                    $10,079,842
        Voice assisted                                       11,777,306
        Open outcry                                           3,524,399
       Total transaction revenues                            25,381,547
       Interest income                                          347,804
       System service fees from affiliates                   12,459,574
           Total revenues                                    38,188,925

      Expenses:
       Compensation and employee benefits                    21,502,326
       Occupancy and equipment                               10,292,349
       Professional and consulting fees                       5,148,796
       Communications and client networks                     3,355,070
       Transaction service fees paid to affiliates            3,527,945
       Administrative fees paid to affiliates                 1,662,058
       Options granted to Cantor employees                    2,841,053
       Other                                                  2,658,130
           Total expenses                                    50,987,727

      Loss before benefit for income taxes                  (12,798,802)

      Income tax benefit:
       Federal
       State and local                                          211,889
           Total tax benefit                                    211,889

      Net loss                                             ($12,586,913)

      Per share data:
      Basic net loss per share                                   ($0.28)


  Weighted average shares of common stock outstanding: 44,495,000

  CONTACT: analysts - Kevin Piccoli, 212-938-4844, or media - Chris Staszak, 212-938-3712, both
  of eSpeed, Inc.; or investors - Christie Mazurek of Financial Relations Board, 212-661-8030, for
  eSpeed, Inc.

  SOURCE eSpeed, Inc.

  CONTACT: analysts - Kevin Piccoli, 212-938-4844, or media - Chris Staszak, 212-938-3712, both
  of eSpeed, Inc.; or investors - Christie Mazurek of Financial Relations Board, 212-661-8030, for
  eSpeed, Inc./  

1. wo ließt du das raus: price/rev. = 96?
2. +142% wachstum einnahmen sind echt o.k :-)!
3. und liegen ÜBER den Erwartungen (was viel wichtiger ist)!!
4. dieses ergebnis bei steigenden verlußten -
ist nicht superspitze, aber kann auf die investitionen zurückgeführt
werden, die im B2B-Sektor nicht gerade unfruchtbar sein werden...
--wichtiger als die abs. Zahlen, ist der Vgl. mit ARiBA,CommerO etc...,
was heute mangels zeit von meiner seite aus entfallen wird..
5. sorry, wegen des reissertums, ich werde mich bändigen,
mir sind etwas die fond-sizes außer kontrolle gerutscht,
next time schaue ich mir die VORSCHAU an, danke
für die kritik lowizard

*

hab heute wenig zeit, um (noch)näher hinzuschauen...

BID-ASK in FRA 54-59 : damit kann man leben...
wichtiger wird USA sein.

danke für die statements nWo

su at >60
strong buy
IZ




 

total approx 20 mio$ also ich lese da 2.85 mio$ options for employess und nur ~2.5mio$ other exp. Macht mich ein wenig stuztig. Die muessen ja recht teure leute eingekauft haben (relative zum business, denn ansonsten ist ja 1mio$ nur handgeld).
Wie siehst du das?  

stimmt, die
Cantor employees
sahnen da richtig ab.
weitere statements außer "das mangement ist das wichtigste"
fällt mir dazu auch nicht ein.
aber von $50 Mio sind die 2,4 Mio abs. gesehen
nicht gerade besorgniserregend.

freuen wir uns über die pos. Aufnahme
der ad-hoc: BID-ASK jetzt 56-61...

so long - have today really to work hard!
IZ  

Haltet euch lieber an die Marktführer. Das Chance-Risiko-Verhältnis ist da wesentlich besser!





http://www.boersenstartseite.de/

 

der livechart macht richtig laune!
ATH gesprengt!!!!!!!!!!!!!!!!!!!!!!!!!!

oder bleib in germany

BID-ASK 60-65 in FRA HAHAHHAHAHHAHAHAHHHAHAHAHAHHAHAHHAHAHHAAHHAHAHAHAAAA

Commerce One wird sich auch noch verdoppeln, aber deutlich NACH ESPD,
das gleiche gilt für ARIBA, und alle anderen, die schon einige 100%-
Kursgewinn hinter sich haben!

*
und jetzt drehe ich mal richtig auf:
ESpeed wird eines Tages auf der Wand der
NYSE als bester Performant zu sehen sein!!

und dann nochmal Grüße an
HAHAHA - die ID ist mit Abstand das beste, mit dem man News über
Espeed posten sollte

IZ



 

 

Schaut Euch mal die NASDAQ an, sie schmiert ab wie nichts gutes -
und trotzdem wird bei ESpeed das ATH gesprengt - bei diesem Umfeld -
kurz vor der +0.5% Erhöhung - bei einer Neuemission.
*
Da muß man wahrlich nicht viel Erfahrung haben,
um sich ein Kursziel bei gutem Umfeld auszurechnen!

Also
1+1=?

schade, daß ich heute keine Zeit habe, mir die ESPD-Show en detaill
anzuschauen, besonders, wenn die Umsätze steigen!

IZ  

 

 

bei knapp 40MIo Umsatz!

Das macht nicht nur dir freude, daz!
Da freut man sich gleich auf die next Wochen!

Gruß an alle
IZ

 

Nachdem nun mein Kursziel in Tagen von 60,00 erreicht ist,
siehe

http://212.172.192.84/cgi-bin/f_anz.pl?board=nm&nr=11725&954

wird der eine oder andere sich die Frage stellen, wie es
short mit ESpeed weitergeht. Long bleibe ich bei meinem Kursziel
von 200 dieses Jahr.
*
Short = in wenigen Wochen: Kursziel 100 Euro.

strong buy short
strong buy long

good trades - on y ne va pas a pied - fly!
IZ  

 Warburg's Nickson-Havens noted that with $150 billion in
                financial transactions daily, the liquidity the system
                generates will make it hard for newcomers to compete.
                    "In order to compete, you have to be able to invest in the
                technology and convince people that your system is so much
                better to suck liquidity away from a system that's already on
                trading desks. It puts eSpeed in a strong position,"
                Nickson-Havens said.  

... kurz vor 80 USD heute und dann eine kleine Abkühlung auf die mid 60´ties. Und dann wieder weiter richtung 100 USD.

Wie siehst Du es IZ?

daz: der zug hat gerade erst abgelegt!!

grüße

nWo  

absolut richtig,
dein szenario könnte allerdings auch innerhalb eines Tages stattfinden,
z.B. heute! :-)

Mit großer volalität muß man bei diesem wert absolut rechnen -
das haben die letzten tage gezeigt.
aber: 40Mio umsatz waren gestern - was wird "morgen" sein?

Vielleicht sehen wir auch irgendwann noch die 50,00 -
aber wahrscheinlicher sind Tiefstkurse von 70,00!

wie in dem Film "Matrix" bin ich so "von dem Wert" überzeugt,
daß ich mein Leben dafür aufgeben würde - ESpeed ist mein Messias!

gruß nWo :-)
IZ