Explosion von Commerce One???

Ab wann und wo sind die Zahlen von C1 zu lesen?
Weiß jemand schon was?  

.... im Moment Rückschlagpotenzial bis auf unter 60 Euro; danach wieder steigend! Habe eine limitierte Kauforder draußen mit Limit 59,00. Ich denke das ich sie dafür in den nächsten Tagen bekommen werde!
Gegen Jahresende werden fast wieder die alten Höchststände getestet!
Gruß Fipsi :-)))  

Danke für deine hoffnungbringenden Worte.
Kennst du schon die Zahlen, die heute kommen sollten?

Gruß ;-)  

 

Commerce One Reports Record Second Quarter 2000 Results  
       TUESDAY, JULY 18, 2000 4:22 PM
- BusinessWire

PLEASANTON, Calif., Jul 18, 2000 (BUSINESS WIRE) --

   Revenues Increase 1,392%; Company Extends Lead in e-Marketplace
     Solutions, Gains Critical Mass with the Commerce One Global
         Trading Web; Net Operating Loss Per Share of $0.10

Commerce One, Inc. (Nasdaq:CMRC), the leading provider of business-to-business electronic commerce solutions, today announced financial results for the quarter ended June 30, 2000.

Revenues for the current quarter totaled $62.7 million as compared with $4.2 million for the corresponding quarter in 1999 and $35.0 million for the quarter ended March 31, 2000. This represents an increase of 1,392% over revenues for the quarter ended June 30, 1999 and 79% over revenues for the quarter ended March 31, 2000. Net loss for the current quarter, excluding non-operating charges, was $16.2 million, or $0.10 per share, as compared to $9.7 million, or $0.09 per share, for the corresponding quarter in 1999 and $14.0 million, or $0.09 per share, for the quarter ended March 31, 2000. Including all charges, the net loss for the current quarter was $43.1 million, or $0.28 per share, as compared with a net loss of $11.8 million, or $0.11 per share, for the corresponding quarter ended June 30, 1999, and $43.6 million, or $0.29 per share, for the quarter ended March 31, 2000.

"The growing demand for open, global e-marketplace solutions has fueled our strong revenue growth and secured our leadership position in the B2B e-commerce market," said Mark Hoffman, chairman and chief executive officer of Commerce One. "Our partners and customers have selected Commerce One because of our open, interoperable architecture, our solutions-based business model, and our support for complex business processes beyond simple MRO procurement. With the Global Trading Web, we have rapidly established a global e-commerce infrastructure that adds tremendous value for every participant."

Quarterly Highlights
The following milestones were completed or announced during the second quarter of 2000:

--  Commerce One added 85 new customers for the quarter bringing the
   total customer count to 210. New customers included mega
   exchanges, regional e-marketplaces, Net market makers and
   enterprise buyers.

--  Commerce One's Global Trading Web of e-marketplaces continued its
   rapid expansion to include 123 marketplace partners representing
   72 marketplaces, of which 34 are currently operational.
   E-marketplaces recently going live include Artikos (Latin
   America), Com2B (Taiwan), Endesa (Spain), eScout (U.S. community
   banks), Metique (steel industry), NTT (Japan) and TD Bank
   (Canada).

--  The company signed a definitive agreement to acquire AppNet, Inc.
   (Nasdaq:APNT), a premier provider of end-to-end Internet
   professional services, in order to significantly enhance its
   ability to deliver e-commerce services to its customers and
   accelerate the pace of implementation for its e-marketplaces
   worldwide.

--  SAP AG, SAPMarkets and Commerce One formed an alliance to deliver
   a joint marketplace suite that combines Commerce One's MarketSite
   Portal Solution with mySAP.com e-business applications to enable
   complete direct and indirect goods procurement and supply chain
   management in a single, integrated solution.

--  Pantellos Corporation selected Commerce One as its technology
   partner. The consortium of 15 leading North American energy and
   utility companies was formed to operate and manage an independent
   e-marketplace for the $130 billion North American utility and
   energy supply market.

--  A French banking consortium including Cap Gemini, Societe
   Generale, Credit Agricole and BNP Paribas announced a horizontal
   marketplace open to all industry sectors, with the technology
   solution provided by Commerce One.

--  Commerce One was selected as the marketplace solution by Net
   market makers in a broad range of industries, including GOTSchool
   (education), TurboStaff (employment services), Biz2Biz
   (manufacturing) and RestaurantPro (hospitality).

The statements contained in this release which are not historical facts may be deemed to contain forward-looking statements that involve risks and uncertainties, including but not limited to statements regarding the company's competitive position and business model and expected growth in the business-to-business electronic commerce market. All forward-looking statements included in this press release are based upon information available to Commerce One as of the date of the release, and the company assumes no obligation to update any such forward-looking statement. Actual results may differ materially from those anticipated in any forward-looking statements as a result of certain risks and uncertainties, including, without limitation, the competitive nature of the market in which the company competes, the early stage of development of the company's products, and the lack of market acceptance of the company's Commerce Chain Solution. These and the other risks and uncertainties associated with the company's business are detailed in the company's quarterly report on Form 10-Q for the period ended March 31, 2000 filed with the Securities and Exchange Commission on May 15, 2000 and the company's annual report on Form 10-K for the year ended December 31, 1999 filed with the Securities and Exchange Commission on March 30, 2000.

About Commerce One
Commerce One is the leader in global e-commerce solutions for business. Through its products, portals, and services, Commerce One creates access to worldwide markets, allowing anyone to buy from anyone, anytime, anywhere. The Commerce One Global Trading Web(TM) is the world's largest business-to-business trading community. Comprised of many open e-marketplaces, the Global Trading Web provides unprecedented economies of scale for buying organizations, suppliers, and service providers worldwide. Commerce One is located in Pleasanton, Calif., and can be reached by phone at 800/308-3838 or 925/520-6000 or via the Internet at http://www.commerceone.com/.

Note to Editors: Commerce One, Many Markets. One Source., Global Trading Web, BuySite, MarketSite, Global Trading Platform, Common Business Library, XML Development Kit, XML Commerce Connector, MarketView, and SupplyOrder are either trademarks or registered trademarks of Commerce One, Inc. All other company, product, and brand names are trademarks of their respective owners.

                         Commerce One, Inc.
                Consolidated Statements of Operations
                (In thousands, except per share data)
                             (unaudited)

                                Three months          Six months
                               ended June 30,        ended June 30,
                               2000      1999        2000      1999
                               ----      ----        ----      ----
Revenues:
License fees                $ 40,953   $ 2,270    $ 68,074   $ 3,726
Services                      21,751     1,932      29,639     2,580
                            --------   -------    --------   -------
  Total revenues              62,704     4,202      97,713     6,306

Costs and expenses:
Cost of license fees             973         -       2,072         -
Cost of services              20,327     3,096      31,143     4,764
Sales and marketing           31,230     6,319      50,434    10,397
Product development           20,769     3,609      34,923     6,971
General and administrative     5,628       923       9,314     1,750
                            --------   -------    --------   -------
  Total costs and expenses    78,927    13,947     127,886    23,882

Loss before interest,
income tax, purchased
in-process research
and development             --------   -------    --------   -------
and amortization             (16,223)   (9,745)    (30,173)  (17,576)
                            --------   -------    --------   -------

Purchased in-process
 research and development          -         -       5,142     3,037
Amortization of deferred
 stock compensation            4,127       663       8,326     1,247
Amortization of goodwill
 and other intangible assets  22,509     1,049      44,404     1,924
                            --------   -------    --------   -------
                              26,636     1,712      57,872     6,208

Loss before                  --------   -------    --------   -------
interest and income tax      (42,859)  (11,457)    (88,045)  (23,784)
                            --------   -------    --------   -------

Interest income, net            1,182       217       2,723       233
Provision for income taxes      1,470       586       1,470       586

                            --------   -------    --------   -------
Net loss                    $ (43,147)$ (11,826)  $ (86,792)$ (24,137)
                            ========   =======    ========   =======

Basic and diluted
net loss per share           $ (0.28)  $ (0.11)    $ (0.57)  $ (0.26)
                            ========   =======    ========   =======

Shares used in calculation
of net loss per share        155,064   103,410     153,250    94,314
                            ========   =======    ========   =======

Net loss per share before
interest, income tax,
purchased in-process
research and development
and amortization             $ (0.10)  $ (0.09)    $ (0.20)  $ (0.19)
                            ========   =======    ========   =======


                         Commerce One, Inc.
                     Consolidated Balance Sheets
                           (In thousands)

ASSETS
                                             June 30,    December 31,
                                               2000         1999
                                               ----         ----
                                            (unaudited)
Current assets:
Cash and cash equivalents                   $ 244,825     $ 124,606
Accounts receivable, net                       48,090        15,845
Prepaid expenses and
 other current assets                          10,801         4,656
                                            ---------     ---------
  Total current assets                        303,716       145,107

Property and equipment, net                     38,205        11,892
Intangible assets, net                         325,139       227,611
Investments and other assets                     9,750             -
                                            ---------     ---------
  Total assets                              $ 676,810     $ 384,610
                                            =========     =========

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:
Accounts payable                             $ 12,442       $ 6,885
Accrued compensation
 and related expenses                          14,925         3,972
Deferred revenue                               62,293        40,414
Other current liabilities                      24,708        16,356
                                            ---------     ---------
  Total current liabilities                   114,368        67,627

Notes payable                                      104           262

Stockholders' equity                           562,338       316,721

  Total liabilities and                     ---------     ---------
   stockholders' equity                     $ 676,810     $ 384,610
                                            =========     =========

CONTACT:          Commerce One
                 Kit Robinson, 925/520-4591
                 kit.robinson@commerceone.com
                 or
                 The Horn Group
                 Carolyn McCusker, 415/905-4024
                 cmccusker@horngroup.com

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Copyright (C) 2000 Business Wire. All rights reserved.


 

Hey Batped, kannst du die Zahlen mal etwas näher erläutern? Warum fällt CMRC dann über 10 %?.
Wäre dankbar, wenn du dich noch mal melden würdest.

Tschüss  

nun ja, der Kurs fällt, weil die absoluten Zahlen halt doch nicht so gut sind wie die von Ariba. Viele haben spekuliert dass diese übertroffen werden konnten und verabschieden sich nun von CMRC. Nichtsdestotrotz sind die Zahlen saugut und hätten bei einem besserem Nasdaq-Umfeld ein etwas leichteres Leben gehabt.

Mein Tipp:
Stay long (zumindest bis Ende des Jahres)  

Bis wann dürfte der Kursfall denn gehen?
Wann ist ein guter Zeitpunkt noch mehr einzusteigen?  

Aussteiger, die den Kurs drücken...warte die Eröffnung der Nasdaq ab und entscheide dann ob du noch einen Tag wartest oder nicht...  

Commerce One - die Reaktionen

Nach Veröffentlichung der Quartalzahlen (Meldung) haben zahlreiche Investmentbanken ihre Kaufempfehlungen für Commerce One [Nasdaq: CMRC Kurs / Chart ] erneuert.

Die Analysten von CIBC World Markets und Sands Brothers bekräftigten ihre „Strong Buy“-Ratings für den Anbieter von B2B-eCommerce-Software. Bei CIBC World Markets steht das Unternehmen mit einem Kursziel von 106 Dollar auf der Empfehlungsliste. Bei den Experten der Sands Brothers liegt das Kursziel bei 150 Dollar.

Ihre „Buy“-Ratings erneuerten die Banker von Needham & Co, Donaldson Lufkin & Jenrette und der ABN Amro. Bei Needham & Co lautet das Kursziel 125 Dollar. Die Analysten der ABN Amro halten für Commerce One einen Kurs von 105 Dollar innerhalb der kommenden zwölf Monate für möglich.


© 19.07.2000 www.stock-world.de




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19.07.2000 17:55  
 

   




 

Hallo Matze, kannst Du Dich an mein posting von oben (vom Dienstag,18.07.2000) noch erinnern? Habe Commerce One gerade für 58,30 bekommen. War meine Prognose mit dem Rückschlagpotenzial doch richtig: Ich hoffe ich behalte auch mit dem Rest meiner Aussage recht. Ich sehe nun in den kommenden Tagen für Commerce One wieder steigenden Kursen entgegen, wobei ich glaube, daß es vielleicht sogar zuvor noch weiter abwärts bis auf eventuell 55,oo runter gehen kann. Dann aber auf jeden Fall "Strong Buy".

Gruß Fipsi