Silke
08.03.2001, 08:24
Wäre eine Diskussion wert. Ich meine wirklich nur die Klassischen damit - also keine b2b Werte und kein Netzwerkapplicationssoftware etc.
Die Analysten sind zumindest quer-Beet tierisch enttäuscht. Mir ist auch Gestern die "Kinnlade" runtergefallen. Das ist ja schlechter als schlecht was die Jungs da gemeldet haben. Und Koogle ist ja auch schon fast alleine zu einem Brandname ausgeartet - wenn der nun nichtmehr will ?? :(
Es fragt sich nun wirklich wie wird es den anderen Werten ergehen. Wer etoys besuchen wollte der hätte noch Gestern auf die Seite gemußt. Lt. Angaben von CBS ist etoys Geschäftsbetrieb zum heutigen Datum eingestellt und die Aktie delistet worden. Die Aktien waren alle mal was wert - also hatten wir uns ja alle mal einer Überzeugung hingegeben in diese Werte zu investieren. Zukunftsvision gesponnen noch und nöcher. Im nachhinein lädt ein Gedanke an die Werte bei Blick auf deren Chart zum schmunzeln ein - aber erst im Nachhinein. Früher hätten wir jeden geköpft der sich dieser Vision des I-nets entgegengesetzt hätte. Jaja....sogar unseren lieben Leuschel - und viele werden denken: "Mensch hätte ich auf Leuschel gehört hätte ich zwar ne Party verpaßt aber mein finanzieller Ruin wäre auch vermieden worden"
Also wie geht es weiter mit einer Athome, CNET, CMGI, Doubleclick, Infospace, Priceline, egghead, realnetworks etc.!!! Vielleicht auch eine ebay - wobei mir deren Geschäftsfeld und Fantasie aufgrund selbst eigener fast monatl. Nutzung von ebays Seiten noch am zukunftsträchtigsten erscheint!
Selbst Bill Gates der es erst als Fehler gesehen hatte (im Jahr 1998/1999) als er sagte: sein größter Fehler wäre gewesen, daß er die Zukunft des Internets unterschätzt hätte - dies damals im Bezug auf den ecommerce - erweist sich Heute im nachhinein als richtige Entscheidung!!!
Also Leute wie sind Eure Meinungen hierzu - bitte recht viele denn es geht auch um die teilweise pers. Erfahrung mit dem ecommerce:) ??????
cu
MM
"Yahoo's bad news suggests trouble for other companies
3/8/2001 1:35:00 AM
By Andrea Orr
PALO ALTO, Calif., March 7 (Reuters) - When a respected industry leading company like Yahoo Inc (YHOO) sneezes, the conventional wisdom goes, lesser companies in the sector are likely to catch the flu.
What then, when Yahoo itself comes down with a bad case of the flu?
Just when it seemed there was no bad news left to wring out of the sickly Internet business, Yahoo's stunning warning that 2001 results could fall short of forecasts by a gaping margin, has the industry back on a death-watch for many companies they had thought could make it through the slump.
Most Internet analysts said late on Wednesday that they were still too busy reworking Yahoo's numbers to have time to consider the implications for other companies. But they agreed the impact could be felt by other Internet companies, other media companies and a range of technology companies.
"The near term condition of the rest of the Internet industry looks grave," said Abhishek Gami, an analyst with William Blair and Co in Chicago. "It means the weakest companies in the group are now toast, and the others that had been hoping for an uptick in the fourth quarter will have to at least wait a while longer."
ANALYSTS SPOOKED
It is not simply that Yahoo's fortunes have a direct impact on all these other companies. Rather, analysts were spooked to see how rapidly business conditions had changed since January and said they had to believe the rest of the industry was feeling Yahoo's pain.
Along with cutting first quarter estimates, which had already been brought down in January, Yahoo said that based on the way business opportunities were eroding, it would now be happy just to break even for all of 2001. With that prediction, the company effectively took existing earnings forecasts for the year from 36 cents per share to zero in a single swoop.
As recently as January, estimates had been for full year earnings of 57 cents per share. By comparison, Yahoo had an operating profit of $290 million or 48 cents per share in the year 2000.
Derek Brown, an analyst with W.R. Hambrecht in San Francisco said Yahoo's warning left him wondering about 2002 results as well. Current 2002 estimates for revenues of $1.73 billion could be almost twice as high as the number Yahoo eventually reports, he warned.
While companies across all industries are likely to feel the sharp drop in corporate spending and consumer confidence, analysts said they were most immediately worried about other companies that got their revenue from online advertising.
Yahoo explained on Wednesday that dot-com advertisers were disappearing from its site faster than it had expected, and the old-economy giants that it hoped would make up the difference were hesitant to commit money to the Internet.
PERFECT ONLINE STORM
Other companies cited as likely to have similar ills included the Internet service and content company ExciteAtHome (ATHM) and the technology-focused site Cnet Networks Inc (CNET) , but analysts said there were really too many companies in trouble to list them all.
"I was very surprised by the magnitude of Yahoo's shortfall," said Brown. "The new outlook represents a staggering reversal of fortunes. ... The implications for the online advertising market are dire"
Brown described the combination of ills afflicting the industry as a kind of "perfect storm."
"The economy is slowing down at the exact time that the Internet is losing dot-com companies. What Yahoo has been trying to do, replacing those dot-coms with different advertisers, would have been difficult in perfect business conditions. Now it is extremely challenging."
OTHER REVENUE STREAMS
Several of these Internet media companies, Yahoo included, are not 100 percent dependent on advertising, and are hoping to build other revenue streams by selling some premium services to businesses and consumers.
But Yahoo's success to date in that area has been mixed. While it said on Wednesday that its corporate portal business is actually ahead of plan for the quarter, a fee it recently added to its consumer auction service resulted in a sharp drop in listings.
Gami said the company will need to exercise the utmost caution before it starts charging money for its popular services, since the abandonment rate can be as high as 90 percent when people are forced to pay for something they had been getting for free.
Ironically, many people believe it will be the advertising industry, once it recovers, that sustains Yahoo long term, since advertisers eventually do follow their audience. But Yahoo will first need to go out, pound the pavement, and schmooze potential clients, old economy style.
Gami said the emergence of so many Internet advertising companies like DoubleClick (DCLK) had created the impression that lucrative business deals could be arranged in a virtual setting. If Yahoo is serious about wooing Fortune 500 advertisers, Gami said, it will have to do what big offline media companies have done for years. Wine them and dine them and take them to baseball games
Die Analysten sind zumindest quer-Beet tierisch enttäuscht. Mir ist auch Gestern die "Kinnlade" runtergefallen. Das ist ja schlechter als schlecht was die Jungs da gemeldet haben. Und Koogle ist ja auch schon fast alleine zu einem Brandname ausgeartet - wenn der nun nichtmehr will ?? :(
Es fragt sich nun wirklich wie wird es den anderen Werten ergehen. Wer etoys besuchen wollte der hätte noch Gestern auf die Seite gemußt. Lt. Angaben von CBS ist etoys Geschäftsbetrieb zum heutigen Datum eingestellt und die Aktie delistet worden. Die Aktien waren alle mal was wert - also hatten wir uns ja alle mal einer Überzeugung hingegeben in diese Werte zu investieren. Zukunftsvision gesponnen noch und nöcher. Im nachhinein lädt ein Gedanke an die Werte bei Blick auf deren Chart zum schmunzeln ein - aber erst im Nachhinein. Früher hätten wir jeden geköpft der sich dieser Vision des I-nets entgegengesetzt hätte. Jaja....sogar unseren lieben Leuschel - und viele werden denken: "Mensch hätte ich auf Leuschel gehört hätte ich zwar ne Party verpaßt aber mein finanzieller Ruin wäre auch vermieden worden"
Also wie geht es weiter mit einer Athome, CNET, CMGI, Doubleclick, Infospace, Priceline, egghead, realnetworks etc.!!! Vielleicht auch eine ebay - wobei mir deren Geschäftsfeld und Fantasie aufgrund selbst eigener fast monatl. Nutzung von ebays Seiten noch am zukunftsträchtigsten erscheint!
Selbst Bill Gates der es erst als Fehler gesehen hatte (im Jahr 1998/1999) als er sagte: sein größter Fehler wäre gewesen, daß er die Zukunft des Internets unterschätzt hätte - dies damals im Bezug auf den ecommerce - erweist sich Heute im nachhinein als richtige Entscheidung!!!
Also Leute wie sind Eure Meinungen hierzu - bitte recht viele denn es geht auch um die teilweise pers. Erfahrung mit dem ecommerce:) ??????
cu
MM
"Yahoo's bad news suggests trouble for other companies
3/8/2001 1:35:00 AM
By Andrea Orr
PALO ALTO, Calif., March 7 (Reuters) - When a respected industry leading company like Yahoo Inc (YHOO) sneezes, the conventional wisdom goes, lesser companies in the sector are likely to catch the flu.
What then, when Yahoo itself comes down with a bad case of the flu?
Just when it seemed there was no bad news left to wring out of the sickly Internet business, Yahoo's stunning warning that 2001 results could fall short of forecasts by a gaping margin, has the industry back on a death-watch for many companies they had thought could make it through the slump.
Most Internet analysts said late on Wednesday that they were still too busy reworking Yahoo's numbers to have time to consider the implications for other companies. But they agreed the impact could be felt by other Internet companies, other media companies and a range of technology companies.
"The near term condition of the rest of the Internet industry looks grave," said Abhishek Gami, an analyst with William Blair and Co in Chicago. "It means the weakest companies in the group are now toast, and the others that had been hoping for an uptick in the fourth quarter will have to at least wait a while longer."
ANALYSTS SPOOKED
It is not simply that Yahoo's fortunes have a direct impact on all these other companies. Rather, analysts were spooked to see how rapidly business conditions had changed since January and said they had to believe the rest of the industry was feeling Yahoo's pain.
Along with cutting first quarter estimates, which had already been brought down in January, Yahoo said that based on the way business opportunities were eroding, it would now be happy just to break even for all of 2001. With that prediction, the company effectively took existing earnings forecasts for the year from 36 cents per share to zero in a single swoop.
As recently as January, estimates had been for full year earnings of 57 cents per share. By comparison, Yahoo had an operating profit of $290 million or 48 cents per share in the year 2000.
Derek Brown, an analyst with W.R. Hambrecht in San Francisco said Yahoo's warning left him wondering about 2002 results as well. Current 2002 estimates for revenues of $1.73 billion could be almost twice as high as the number Yahoo eventually reports, he warned.
While companies across all industries are likely to feel the sharp drop in corporate spending and consumer confidence, analysts said they were most immediately worried about other companies that got their revenue from online advertising.
Yahoo explained on Wednesday that dot-com advertisers were disappearing from its site faster than it had expected, and the old-economy giants that it hoped would make up the difference were hesitant to commit money to the Internet.
PERFECT ONLINE STORM
Other companies cited as likely to have similar ills included the Internet service and content company ExciteAtHome (ATHM) and the technology-focused site Cnet Networks Inc (CNET) , but analysts said there were really too many companies in trouble to list them all.
"I was very surprised by the magnitude of Yahoo's shortfall," said Brown. "The new outlook represents a staggering reversal of fortunes. ... The implications for the online advertising market are dire"
Brown described the combination of ills afflicting the industry as a kind of "perfect storm."
"The economy is slowing down at the exact time that the Internet is losing dot-com companies. What Yahoo has been trying to do, replacing those dot-coms with different advertisers, would have been difficult in perfect business conditions. Now it is extremely challenging."
OTHER REVENUE STREAMS
Several of these Internet media companies, Yahoo included, are not 100 percent dependent on advertising, and are hoping to build other revenue streams by selling some premium services to businesses and consumers.
But Yahoo's success to date in that area has been mixed. While it said on Wednesday that its corporate portal business is actually ahead of plan for the quarter, a fee it recently added to its consumer auction service resulted in a sharp drop in listings.
Gami said the company will need to exercise the utmost caution before it starts charging money for its popular services, since the abandonment rate can be as high as 90 percent when people are forced to pay for something they had been getting for free.
Ironically, many people believe it will be the advertising industry, once it recovers, that sustains Yahoo long term, since advertisers eventually do follow their audience. But Yahoo will first need to go out, pound the pavement, and schmooze potential clients, old economy style.
Gami said the emergence of so many Internet advertising companies like DoubleClick (DCLK) had created the impression that lucrative business deals could be arranged in a virtual setting. If Yahoo is serious about wooing Fortune 500 advertisers, Gami said, it will have to do what big offline media companies have done for years. Wine them and dine them and take them to baseball games