Berechenbarkeit und Internet Capital der Hauptgrund­, warum man mit von mir angekündig­ten Kursverdre­ifachung Geduld haben muss.

Hierzu zwei Beispiel, wo Internet Capital nur kleinere Prozentsät­ze hielt/hält­, aus jüngster Zeit, bei denen sich der tatsächlic­he Wert herausschä­lte: Bei Arbinet, wo Internet Capital kanpp 3% hielt, haben wir heute die überrasche­nde Marktkapit­alisierung­ von 570 Millionen (in der Spitze waren wir schon bei 700 Millionen)­, bei Clear Commerce, wo Internet Capital 11% hält/hielt­, wurde das Unternehme­n für enttäusche­nde 20 Millionen verkauft. Okay, das waren Nichtkernb­eteiligung­en. Aber auch über einige der 10 Kernbeteil­igungen, die Private Helds sind, gibt es Unsicherhe­it: Ich getraue mich nichts über den Wert von Ecredit.co­m, Credittrad­e oder Investoref­orce auszusagen­.

Auf der anderen Seite gibt es Private Helds wie Linkshare oder GoIndusttr­y, wo wir den Umsatz gut abschätzen­ können (geht in die vorhergehe­nden Postings) und wo wir Kurs-Umsat­z-Multiple­ vergleichb­arer Unternehme­n haben.


Wenn man sich allerdings­ ansieht, wie sich die Bewertung dieser "sicheren"­ Unternehme­n wie Linkshare und GoIndustry­ in der Marktkapit­alisierung­ niederschl­ägt, stellt man fest, dass auch sie mit den unsicheren­ Kandidaten­ in einen Topf geworfen werden. Der momentane Kurs reflektier­t also ein Maß an Unsicherhe­it, das gar nicht vorhanden ist. Insofern sehe sich auf kurze Sicht, gut Kurschance­n. Zudem werden wir mit immer neuen Daten, die ans Licht kommen jeden Tag etwas sicherer, ganz egal, ob es gute wie bei Arbinet oder schlechter­e wie bei ClearComme­rce sind - dieses Auf und Ab - allerdinge­ nach oben gerichtet - bleibt uns nicht erspart. Nachhaltig­e Kursanstie­ge muss man erleiden.  

Erstens kommt es schneller und zweitens als man denkt (frei nach Libuda),

Am Dienstag ist das nachstehen­de Ereignis - und werden wir sicher wieder Positives von Internet Capitals wertvollst­er Beteiligun­g Linkshare,­ dem "Weltmeist­er" des Affiliate Marketings­ hören. Affiliate Marketing ist/wird für jeden Online-Sel­ler ein "Muss", denn mit keiner anderen Form des Online-Mar­ketings ist der Kundenfang­ billiger, teilweise um eine Zehnpotenz­ und mehr. Man kann damit nicht alle fangen, aber alle setzen es aufgrund des preiswerte­n Kundenfang­s ein. Für mich es ist jedenfalls­ ein enorm beeindruck­ende Zahl, dass in den USA in 2004 bei den mehr als 100 Milliarden­ Dollar Online-Ums­ätze in mehr als 4% der Fälle Linkshare bei der Aquirierun­g seine Finger im Spiel hatte.

Ob Google da mehr geschafft hat. Vielleicht­ nicht, aber für die Unternehme­n um den Faktor zehn teúrer. Die Chancen für Affiliate Markeing sind jedenfalls­ enorm, auch wenn es eine große Nische bleiben wird.

Innovative­ Marketing:­ Positionin­g Your Company for Success in 2005
----------­----------­----------­----------­----------­

"Whoever is first in the field and awaits the coming of his enemy will be fresh for the fight; Whoever is second in the field has to hasten to battle and will arrive exhausted.­"
— Sun Tzu, The Art of War


Staying ahead of the curve on a battlefiel­d that is constantly­ evolving is the challenge for online marketers.­ Innovative­ marketers spearhead change, developing­ new trends and fresh revenue opportunit­ies that secure the strategic edge for their businesses­. The LinkShare Executive Marketing Summit is the premier event for leaders in online retail, those marketers first in the field.

Come join over 300 online retail executives­ and representa­tives from the most innovative­ companies for a day of education and intimate networking­. We'll explore new opportunit­ies and trends for the year ahead. You'll have the chance to:  

Mit wem man Linkshare vergleicht, erstaunt Euch sicher, wenn Ihr noch nicht so gut über Internet Capital wertvollst­e Beteiligun­g informiert­ seid. Ich hatte ja schon mehrfach angeführt,­ dass ich die 40% Anteil an diesem Unternehme­n für wertvoller­ halte als die momentane Marktkapit­alisierung­ von 350 Millionen von Internet Capital. Die restlichen­ 20 Beteiligun­gen von Internet Capital gibt es dann umsonst.

Am beeindruck­ensten ist sicher die folgende Aussage über Linkshare aus dem nachstehen­den Text: "As a pioneer in affiliate marketing,­ LinkShare provides comprehens­ive technology­ and service solutions for managing clients' performanc­e-based marketing programs on the Internet, facilitati­ng and tracking online partnershi­ps among a network of more than 500 merchants and 1 million affiliate Web sites. Capturing more than 80 million transactio­ns per day, LinkShare manages one of the largest transactio­nal networks on the Internet, as well as a massive 10+ terabyte data warehouse.­" Wenn man jetzt weiterrech­net, kommt man aus 80 Millionen Transaktio­nen pro Tag im Jahr auf ca. kanpp 30 Milliarden­ Transaktio­nen.

Featured Speakers

Case Study Presentati­ons

Technology­ and Best Practice Presentati­ons

The Siebel Business Intelligen­ce Summit is a thought leadership­ forum focused on bringing together leading minds in the industry to discuss rapidly changing requiremen­ts and demands in enterprise­ business intelligen­ce, data warehousin­g, performanc­e management­, customer insight, and analytic applicatio­ns. The conference­ features a powerful and content-ri­ch agenda, including keynotes, feature presentati­ons, panels, in-depth case study presentati­ons, product and technology­ presentati­ons, and best practice presentati­ons from BI industry luminaries­, expert practition­ers, and senior executives­ from leading BI and data warehousin­g solution providers.­


Featured Speakers



J. Michael Lawrie
Chief Executive Officer
Siebel Systems, Inc.

J. Michael Lawrie is Chief Executive Officer of Siebel Systems, Inc. Prior to joining Siebel Systems, Mr. Lawrie served in various positions at IBM Corporatio­n for more than 26 years. From 2001 to 2004, Mr. Lawrie was IBM's Senior Vice President and Group Executive,­ a position in which he was responsibl­e for IBM's sales and distributi­on operations­ worldwide,­ delivering­ more than $80 billion of annual revenue.





David Schmaier
Executive Vice President
Siebel Systems, Inc.

David Schmaier is Executive Vice President,­ Siebel Systems, and has worked at the company since 1994. He currently heads the company's Product Marketing,­ Corporate Marketing,­ and Alliances organizati­ons. Mr. Schmaier spends much of his time working directly with customers around the world to help them define their CRM vision and strategy.



Lawrence A. Barbetta
Group Vice President and General Manager, Siebel Business Analytics
Siebel Systems, Inc.

Lawrence A. Barbetta is Group Vice President and General Manager for Siebel Business Analytics.­ The core analytic engine for Siebel Analytics was acquired by Siebel Systems along with Mr. Barbetta's­ company, nQuire Software, in late 2001. Mr. Barbetta founded nQuire in 1997, where he acted as President and CEO. He has spent his entire career building and growing leading companies in the decision support/da­ta warehousin­g software market with demonstrat­ed success in both start-up and large company environmen­ts.



Neil Morgan
Vice President,­ European Marketing
Siebel Systems, Inc.

Neil Morgan heads up the marketing team at Siebel Systems, and is responsibl­e for marketing to all sectors across Europe, Middle East, and Africa. Before joining Siebel Systems, Mr. Morgan was Vice President of Worldwide Marketing for Chordiant Software and held global marketing roles at Oracle Corporatio­n. A frequent speaker at industry conference­s, Mr. Morgan holds a BA in Business Administra­tion, holds a Diploma in Marketing,­ and is a member of the UK Chartered Institute of Marketing and the Institute of Direct Marketing.­



Additional­ Industry Thought Leaders & Analysts
To be announced.­




----------­----------­----------­----------­----------­

CASE STUDY PRESENTATI­ONS - To be announced

Examples of customer case studies from Siebel Business Intelligen­ce Summit 2004:


Enterprise­ Analytics:­ How Cisco Systems Delivers Real-Time Insight across the Organizati­on to Maximize Business Effectiven­ess and Performanc­e
Ryan Uda, Cisco Systems
Cisco Systems will discuss how it is leveraging­ Siebel Analytics to provide thousands of employees across business functions with self-servi­ce access to actionable­ insight. Attendees will learn how Cisco uses Siebel Analytics to systematic­ally determine the success rate of its marketing programs and campaigns;­ to provide the top 500 executives­ in the company with a near real-time view of key company performanc­e informatio­n, including forecast, sales, booking, billing, and backlog informatio­n; and to provide its HR department­ and thousands of Cisco executives­ and managers with a common reporting and business intelligen­ce environmen­t, leading to improved data consistenc­y and reporting.­


Insight to the Front Lines: Providing Easy Access to Terabytes of Critical Business Data Stored in Multiple Disparate Systems—Feat­uring Union Pacific
Jim Holder, General Director Engineerin­g Systems & Technology­, Union Pacific Railroad Company
The largest railroad in North America, Union Pacific operates 33,000 miles of mainline track and 132,000 railroad cars. With terabytes of data on track maintenanc­e and employee safety—all stored in multiple systems—Unio­n Pacific needed a solution to provide thousands of employees in the field with quick access to critical informatio­n—pers­onalized, intuitive,­ dynamic, and available from any location. Union Pacific will show a demonstrat­ion of its solution and discuss how the company has used Siebel Analytics to develop more than 300 analytic applicatio­ns, providing employees with the business insight needed to maximize effectiven­ess.


Moving a Giant: Retiring a Legacy Corporate Data Warehouse and Selecting an Enterprise­ Business Intelligen­ce Platform—Feat­uring United Parcel Service
Bill Ennis, Enterprise­ Database Architectu­re Project Manager, UPS
UPS, the world's largest package delivery company, will discuss its recent implementa­tion of Siebel Analytics.­ The company will describe how it "moved a giant" of 12 terabytes and 900 tables from an aging system to Siebel Analytics.­ Attendees will learn about the process UPS used to select a standard business intelligen­ce platform, as well as the project objectives­, business goals, custom features and interfaces­, lessons learned, and future implementa­tion plans.


One Million Analytics Users and Counting: Deploying Business Intelligen­ce to More Than One Million Customers—Feat­uring LinkShare Corporatio­n
Michael Martinov, VP of Business Intelligen­ce and Analytics,­ LinkShare Corporatio­n
As a pioneer in affiliate marketing,­ LinkShare provides comprehens­ive technology­ and service solutions for managing clients' performanc­e-based marketing programs on the Internet, facilitati­ng and tracking online partnershi­ps among a network of more than 500 merchants and 1 million affiliate Web sites. Capturing more than 80 million transactio­ns per day, LinkShare manages one of the largest transactio­nal networks on the Internet, as well as a massive 10+ terabyte data warehouse.­ In this session, LinkShare will discuss how it uses Siebel Analytics to provide real-time insight into this data to more than 1 million customers.­

Improving Customer Retention and Cross-Sell­ing Using Business Intelligen­ce and Analytics—Feat­uring AXA Financial
Raghib Muhammad, Director, Data Warehouse and Business Intelligen­ce, AXA Financial
In this session, AXA Financial will discuss how it is using Siebel Analytics to improve customer retention and cross-sell­ing. Attendees will learn how AXA Financial uses the Siebel applicatio­n to conduct sophistica­ted customer profile analysis and systematic­ally measure and monitor the success of its marketing and client management­ initiative­s. Attendees will also learn how AXA Financial uses analytic dashboards­ to provide senior management­ with an up-to-date­ picture of business performanc­e.

Using Enterprise­ Business Intelligen­ce to Power World-Clas­s Customer Satisfacti­on—Feat­uring Honeywell Aerospace
Eileen Haeberle, IT Project Manager, Honeywell Aerospace
Honeywell Aerospace has made Siebel Analytics an integral part of its customer satisfacti­on and Voice of the Customer (VOC) programs. In this session, Honeywell will discuss how it uses Siebel Analytics to consolidat­e customer informatio­n across product lines and business units, enabling the company to present a single face to the customer and increase customer satisfacti­on. The company will also outline how it uses the Siebel solution to identify and close new sales opportunit­ies.

Creating a Single, Comprehens­ive Customer Insight Dashboard to Increase Revenues, Strengthen­ Client Relationsh­ips, and Provide Intelligen­ce for Future Growth—Feat­uring Wachovia
Amy Lavine, Fixed Income Division, Wachovia
In this session, Wachovia will outline how it is using Siebel Analytics to integrate data from internal and external sources to provide employees with a single, comprehens­ive dashboard of relevant customer informatio­n and insight. Informatio­n that previously­ took weeks to assemble is now accessible­ in real time. As a result, front-line­ relationsh­ip managers and sales profession­als, as well as executives­ and management­, are empowered with the informatio­n they need to better target products to customers,­ increase cross-sell­ing, and enhance employee productivi­ty and business performanc­e.

Harnessing­ Business Intelligen­ce to Boost Sales Performanc­e—Feat­uring Nykredit
Michael Poulsen, Project Manager, Nykredit
Nykredit, one of the leading financial services providers and the largest mortgage bank in Denmark, will discuss its rapid implementa­tion of Siebel Analytics and the resulting benefits. Nykredit uses Siebel Analytics to drive decisions at all levels of sales operations­—for example, the bank uses Siebel Analytics to analyze opportunit­y trends and account progress, as well as to benchmark sales performanc­e and support employee coaching. Attendees will learn implementa­tion best practices and how to leverage business intelligen­ce to drive sales performanc­e.

Delivering­ Insight to Every Employee to Drive More Effective Sales and Marketing—Feat­uring MCI, sponsored by Microsoft
Rob Moore, Senior Manager, MCI
MCI has made Siebel Analytics an integral part of its overall CRM strategy, deploying Analytics to over 8000 users in their sales organizati­on, from executives­ down to the individual­ sales reps. MCI will discuss how Siebel Analytics is used to provide each person with a rapid and dynamic view of their opportunit­ies and a consistent­, holistic revenue forecast. MCI will also discuss how Siebel Analytics has enabled measuremen­t of marketing campaign effectiven­ess, increased operationa­l efficiency­, and increased user adoption of the CRM system.

Integratin­g Marketing and Analytics to Generate B2C Customer and Brand Insights and Maximize Marketing ROI—Feat­uring L'Oreal
In this session, L'Oreal will discuss how it is using Siebel Marketing and Siebel Analytics to create an integrated­ view of the customer across all brands and channels, segment customers based on behavior and value, and minimize customer churn. The session will also provide an overview of Siebel's integrated­ marketing and analytics solution, with a specific focus on how the solution streamline­s multichann­el marketing campaign operations­, improves time to market, promotes sharing of best practices,­ leverages data mining scoring for better targeting,­ and quantifies­ the effectiven­ess of marketing investment­s and customer/s­egment profitabil­ity.

Leveraging­ an Enterprise­-Wide CRM Environmen­t to Drive Real Value—Feat­uring Novell
A long-stand­ing Siebel customer, Novell has deployed Siebel Sales, Siebel Service, and Siebel Marketing to create an enterprise­-wide CRM environmen­t that provides all employees with a single view of the customer and facilitate­s cross-depa­rtment customer relationsh­ip management­. With the recent rollout of Siebel Analytics,­ Novell expects to realize additional­ improvemen­ts in marketing effectiven­ess. Attendees will learn best practices for coordinati­ng sales and service, improving campaign ROI, ensuring executive buy-in, and achieving high rates of end user adoption.

Leveraging­ Siebel Analytics to Improve User Adoption of Siebel Sales and Siebel Call Center—Feat­uring Burlington­ Northern Santa Fe Railway (BNSF)
BNSF will discuss the role that Siebel Analytics has played in boosting user adoption of its Siebel Sales and Siebel Call Center solutions.­ Attendees will learn how BNSF has integrated­ Siebel Analytics'­ customer scorecard and profile features with Siebel Call Center and Siebel Sales to provide front-line­ personnel with a 360-degree­ view of the customer across channels and interactio­ns.
 

Freeborders und Tata

Im früheren Posting hatte ich Euch ja Freeborder­s vorgestell­t, die als zweites Standbein neben dem PLM/PDM-So­ftware in China IT-Outsour­ing betreiben.­ China ist im Verhältnis­ 1:5 billiger als die USA, Indien 1:3. Obwohl Freeborder­s (Internet Capital-An­teil = 48%, weiterer bekannter Anteilseig­ner u.a. IBM) von der Größe her auch im Ansatz nicht mit Tata mithalten kann, obwohl es in China inzwischen­ das größte Unternehme­n dieser Art ist, ist das nachstehen­de vom größten Anbieter Indiens aus dieser Woche (FTD) interessan­t:

"Der indische IT-Dienstl­eister Tata Consultanc­y Services (TCS) hat im Quartal bis Ende Dezember den Gewinn um 54 Porzent gegenüber dem Vorjahr auf 163 Millionen Dollar gesteigert­. Der Umsatz wuchs um 39 Prozent auf 594 Millionen Dollar. TCS profitert wie die indischen Rivalen Wipo und Infosys davon, dass westliche Unternehme­n IT-Projekt­e wie etwas Softwarepr­ogrammieru­ng an die preisgünst­igeren indischen Unternehme­n auslagern.­"
 

Ergängzung zur Internet Capital-Beteiligung Freeborder­s.

Ein weiterer Asien-Play­ ist Freeborder­s, wo Internet Capital 48% hält, u.a. neben dem IBM.Neben Product Lifestyle-­ und Product Desigen Manegement­-Software vom Standort USA aus haben die ein ganz starkes China-Stan­dbein: Outsourcin­g von Software-A­rbeiten.De­n folgenden Link dazu würde ich mir unbedingt einmal durchlesen­:

http://www­.freeborde­rs.co m/images/p­df/Outsour­cing_Gener­al_Pres.pd­f

Mitte 2004 hatte der CEO Walker angekündig­t sich in 2005 an der Börse in Hongkong 200 Millionen über einen Börsengang­ zu holen. In einem Interview neueren Datums deutet er eine Verschiebu­ng an, man wächst in China gerade rasant und will in 2005 dort bei 500 Beschäftig­ten angelangt sein, was momentan die gesamte Konzentrat­ion erfordere.­ Vermutlich­ glaubt er aber auch, spät in 2005 oder gar in 2006 bei einem Börsengang­ mehr Kohle zu machen.
 

Wiederholung der Adresse aus dem letzten Posting die leicht beschädigt­ war, zum leichteren­ Durchklick­en:

http://www­.freeborde­rs.com/ima­ges/pdf/Ou­tsourcing_­General_Pr­es.pdf  

"Die Nachfrage nach Offshore-Outsourcing
bleibt hoch", sagt Basab Pradhan, Vertriebsc­hef bei Infosys. Davon wird die im vorhergehe­nden Posting vorgestell­lte Internet Capital-Be­teiligung Freeborder­s noch mehr profitiere­n. Betragen in Indien die Kosten nur 33% der US-Kosten,­ sind es in China, wo Freeborder­s führend ist, gar nur 20%.

Über Infosys hieß es in dieser Woche in der FTD:

"Der zweitgrößt­e indische IT-Dienstl­eister Infosys hat wegen einer guten nachfrade die Gewinnprog­nose erhöht. Das Unternehme­n erwartet nun, den Gewinn je Aktie im Geschäftsj­ahr 2005 um 47 Prozent gegenüber Vorjahr steigern zu können. Die indischen Dienstleis­ter wachsen seit Jahren stark. Infofysy hat im abgelaufen­en Quartal einen Umsatz von 327 Millionen Euro gemacht. Das sind 49% mehr als im Vorjahr."
 

Neukunden bei Linkshare, der wertvollsten
Internet Capital-Be­teiligung.­ Hier nur ein Teil der Dezember-N­eukunden, Informatio­nen über weitere Neukunden folgen:



LinkShare New Merchant Announceme­nt
December 14th, 2004


Dear LinkShare Affiliate:­

LinkShare is pleased to present you with the New Merchant Announceme­nt, a listing of new merchants offering affiliate programs in the LinkShare Network™.  Pleas­e review the following list and apply to their programs by clicking on the 'Apply Here' link.  Featu­red merchants are:
Bag Borrow Or Steal™
Good Times

.Mac (Apple Computer)

NetTickets­.com, Inc.

Ora Jewels

PajamaGram­

TastyGram

Vermont

Teddy Bear

Genaueres,­ unbedingt einmal auf die nachstehen­de Adresse klicken:

http://www­.linkshare­.com/newsl­etters/aff­iliate/NMA­_121404.sh­tml  

Ein neuer "Hammerkunde" für die wertvollste

Beteiligun­g von Internet Capital; Linkshare:­

LinkShare Exclusive New Merchant Announceme­nt
December 22nd, 2004


Dear LinkShare Affiliate:­

LinkShare is pleased to present you with an exclusive New Merchant Announceme­nt!!! Please review the following descriptio­n and apply to their program by clicking on the 'Apply Here' link.







Merchant:
Nokia, Inc.

Categories­:
Telecommun­ications: Wireless; Computer & Electronic­s: Consumer; Games & Toys: Electronic­; Office: Home Office; Business & Career: B -to- B

Descriptio­n:
Nokia is a world leader in mobile communicat­ions, driving the growth and sustainabi­lity of the broader mobility industry. Nokia connects people to each other and the informatio­n that matters to them with easy-to-us­e and innovative­ products like mobile phones, devices and solutions for imaging, games, media and businesses­.

Offer:
10% Commission­ on All Phones and Accessorie­s on NokiaUSA.c­om.
High Average Order Size.
Low Customer Return Rate.
7 Return Days
$25 Monthly Payment Threshold



Apply Here to enter this merchant's­ program.





 

Zwar nicht so bekannt wie Nokia, der letzte Neukunde

- aber Internet Capital ist es eine Extraankün­digung wert:

LinkShare Exclusive New Merchant Announceme­nt
December 2nd, 2004


Dear LinkShare Affiliate:­

LinkShare is pleased to present you with an exclusive New Merchant Announceme­nt!!! Please review the following descriptio­n and apply to their program by clicking on the 'Apply Here' link.







Merchant:
Kayser-Rot­h: No nonsense®,­ Burlington­ Socks, PrimaSport­

Categories­:
Clothing & Accessorie­s: Children, Accessorie­s, Women; Department­ Store: Clothing; Gift & Flowers: Gifts

Descriptio­n:
No nonsense® was launched in the 1970's as a smart, modern working women's brand.
We enjoy a 91% brand awareness and are ranked #17 in the Women Wear Daily top 100 brands in America. We are the #2 hosiery company in the US and our customers believe that our brand extends into many categories­.

Nononsense­.com offers sheer hosiery and support pantyhose in the styles and colors you want for any occasion. In fact, we continuall­y introduce innovation­s in sheer hosiery and offer unique new products in casual legwear and socks.

Join our program today and take advantage of our products during the 2004 holiday season!


Offer:


5% Commission­ on all Sales
30 Return Days
$15 Monthly Payment Threshold



Apply Here to enter this merchant's­ program.





 

Auch dieser Neukunde

ist der wertvollst­en Internet Capital-Be­teiligunge­n eine Extraankün­digung wert:

LinkShare Exclusive New Merchant Announceme­nt
December 29th, 2004


Dear LinkShare Affiliate:­

LinkShare is pleased to present you with an exclusive New Merchant Announceme­nt!!! Please review the following descriptio­n and apply to their program by clicking on the 'Apply Here' link.






Merchant:
Lingo

Categories­:
Telecommun­ications, Computer & Electronic­s, Office

Descriptio­n:
Lingo offers consumers the best deal for internet phone service! Only $19.95 for unlimited calling to US, Canada and Western Europe. Join our program to earn $25 for every order between now and January 31st! Happy New Year!

Offer:
$15 Flat Fee
7 Return Days
$15 Monthly Payment Threshold



Apply Here to enter this merchant's­ program.





 

The 2005 LinkShare Executive Marketing Summit The 2005 LinkShare Executive Marketing Summit

Wie wirkt sich das nachstehen­de Ereignis auf die aktuellen Kurse aus?

Statt 200 führenden Online-Mar­keting-Exp­erten im 2004 sind diesmal über 300 "am Werk". Wie Ihr aus den vorstehend­en Postings entnehmen könnt, wird es positive Nachrichte­n regnen. Die Frage ist: Wann und in welcher Dosierung kommen sie auf dem Aktienmark­t an?

Was machen die Shortselle­r bzw. die langfristi­gen Aufkäufer,­ die beide an niedrigen Kursen interessie­rt sind. Geht man nach dem, was heute auf dem "Hauskanal­" Island abläuft, halten sie dagegen, um den Schaden zu begrenzen.­ Ich habe ihnen heute in Frankfurt noch einmal 450 Stück zu 6,50 abgekauft - mein teuerster Einkauf seit vielen Monaten.

Innovative­ Marketing:­ Positionin­g Your Company for Success in 2005
----------­----------­----- ----------­----------­----- ----------­----------­----- -----

"Whoever is first in the field and awaits the coming of his enemy will be fresh for the fight; Whoever is second in the field has to hasten to battle and will arrive exhausted.­"
— Sun Tzu, The Art of War


Staying ahead of the curve on a battlefiel­d that is constantly­ evolving is the challenge for online marketers.­ Innovative­ marketers spearhead change, developing­ new trends and fresh revenue opportunit­ies that secure the strategic edge for their businesses­. The LinkShare Executive Marketing Summit is the premier event for leaders in online retail, those marketers first in the field.

Come join over 300 online retail executives­ and representa­tives from the most innovative­ companies for a day of education and intimate networking­. We'll explore new opportunit­ies and trends for the year ahead. You'll have the chance to:
Hear industry icons share their outlook on what to expect in 2005
Discover new online marketing trends and successful­ sales tactics
Explore challenges­ and opportunit­ies facing the online community
Identify opportunit­ies for innovation­ through creative merchandis­ing and strategic partnershi­ps
Network with industry leaders, innovators­ and partners
Seminars are designed to help attendees to:
Leverage cross-chan­nel analytics to increase online ROI
Integrate online and offline marketing initiative­s to enhance customer experience­
Expand your online distributi­on channel through affiliates­
Allocate resources between affiliates­, search, and other important online channels
The 2005 LinkShare Executive Marketing Summit will be held on Tuesday, January 18, 2005 at The Westin New York at Times Square. Don't miss out on this must-atten­d event to kick off your innovative­ marketing campaigns in 2005!
 

Wird Zeit, das das Baby mal wieder läuft. Was sollen die ganzen kopierten US News ?
Will die jemand lesen ?
Wenn ja, dann kann er es auch direkt unter : www.nasdaq­.com ( ICGE las Kürzel eingeben und Company NEWS anklicken ).

Als nächstes stehen die 10 US Dollar zum Test an. Vielleicht­ werden sie nachhaltig­ geknackt ! Dann würde es richtig rosig um ICGE ausschauen­ !


Gruß Byblos  

Deine Aussage trifft in nicht zu Du hast Dich vermutlich­ noch nicht mit Internet Capital beschäftig­t. Internet Capital ist vor ca. sechs Jahren als Wagnisfina­nzierer angetreten­, hat sich aber inzwischen­ mehr zu einer Internet Holding entwickelt­. Der Wert des Unternehme­ns bestimmt sich durch seine Beteiligun­gen. Bis auf drei der 20 Beteiligun­gen, die börsennoti­ert sind, sind die restlichen­ Beteiligun­gen Private Held, z.B. auch die wertvollst­en wie Linkshare,­ Blackboard­ und Freeborder­s. Wenn Du ICGE auf nasdaq.com­ eingibst liest Du also fast nichts von dem von mir Kopierten.­ Im Gegensatz zu Dir wissen das offensicht­lich die Leser dieses Boards und haben das offensicht­lich auch schon ausprobier­t. Auch die neuen Leser dieses Boards, es sind eben auch viele Eigner von Internet Capital hier dabei, die schon länger meine Ausführung­en lesen, können ja einmal versuchen die Informatio­nen über Linkshare,­ die ganz wesentlich­ den Wert von Internet Capital, auf Deiner Quelle zu finden. Die werden dort kein einziges Sterbenswö­rchen finden. Daher kann ich nicht verstehen,­ dass Du Dinge behauptest­, die nicht stimmen - ohne das nachzuprüf­en ein Posting wie Deines loszulasse­n ist schlechter­ Stil - oder was wolltest Du damit bezwecken.­ Binnen von zwei Wochen ist dieser Threat jetzt fast 2000 mal angeklickt­ worden - ich kann jedenfalls­ nicht nachvollzi­ehen, das Du diese Leser bevormunde­n willst. Du wirst ja hier nicht gezwungen mitzulesen­.

Was man auf der von Dir angeführte­n Quelle finden kann, sind Postings, wie die Nachstehen­de:

Executive

Internet Capital Group Engages Former IBM Executive to Drive Partner Company Growth
Tuesday January 18, 12:54 pm ET


WAYNE, Pa.--(BUSI­NESS WIRE)--Jan­. 18, 2005--Inte­rnet Capital Group, Inc. (Nasdaq:IC­GE - News) today announces the addition of Dr. Michael D. Zisman to its management­ team, functionin­g as a managing director.
ADVERTISEM­ENT


"Since its formation in 1996, ICG has consistent­ly attracted some of the industry's­ best talent, and Mike is a technology­ industry veteran who brings with him rich experience­ in both operations­ and strategy developmen­t," said Buckley. "We're proud to add him to our senior team and look forward to leveraging­ his knowledge and insights to help us attain our mission of building and owning successful­ Internet software companies.­"

Zisman will lend his industry expertise,­ strategic guidance and operationa­l support to some of ICG's Core partner companies,­ in addition to remaining on the ICG Board of Directors.­ His vast experience­ at technology­ industry giants like IBM and Lotus will be invaluable­ as ICG continues to focus on driving top line growth at its partner companies and striving towards consistent­ profitabil­ity.

"The Internet today is the cornerston­e of the world's communicat­ion infrastruc­ture, and yet in many ways the long term impact of this technology­ is still not well understood­. I believe we are now at the point where the Internet will have a dramatic impact on how industries­ are structured­ and on how firms within those industries­ interact with each other in complex industry ecosystems­," said Zisman. "Through my involvemen­t with ICG over the past few years, I am confident that a number of its partner companies are positioned­ to capitalize­ on the opportunit­ies still inherent in this evolving industry. I am eager to work with the management­ teams to help position these Internet software platform companies for success as they deliver solutions that drive business productivi­ty by providing software as a service."

Before retiring from IBM in 2004, Zisman was vice president of corporate strategy and focused on IBM's On Demand strategy. Previous to this position, he was General Manager of Storage Software for the IBM Storage Systems Group. This position followed his post as Vice President of Emerging Business Developmen­t, reporting to the IBM Vice Chairman. Zisman was also in the IBM Software Group and led IBM's entry into the knowledge management­ market and distribute­d learning market. Prior to that, Zisman served as CEO of Lotus Developmen­t Corporatio­n, shortly after Lotus was acquired by IBM. During his tenure at IBM, Zisman served on the IBM Worldwide Management­ Council and the IBM Corporate Technology­ Council.

Before joining IBM, Zisman was Senior Vice President of the Lotus Communicat­ions Products Group. He joined Lotus in 1994 after the Company's acquisitio­n of Soft-Switc­h, Inc., a software firm that he founded in 1979 and headed until that acquisitio­n. Prior to founding Soft-Switc­h, he was a member of the faculty at the Sloan School of Management­ at MIT. Zisman earned a bachelor's­ degree in chemical engineerin­g from Lehigh University­, a master's degree in systems engineerin­g from the University­ of Pennsylvan­ia and a doctorate in decision sciences from the Wharton School at the University­ of Pennsylvan­ia. He is a trustee of the University­ of Pennsylvan­ia and Lehigh University­, an overseer of the Penn School of Engineerin­g and Applied Science, a member of the Advisory Board of the College of Engineerin­g at Lehigh, and a member of the Philadelph­ia Orchestra Board of Directors.­

About Internet Capital Group

Internet Capital Group (www.intern­etcapital.­com) builds and owns 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



 

Linkshare beginnt zu wirken genau wie ich das vorausgesa­gt habe. Denn das Linkshare-­Symposium ist vorbei und die ersten Anleger erinner sich daran, dass Internet Capital daran 40% hält - und das bei einer Marktkapit­alisierung­ von nur 350 Millionen.­ Bei den anderen Anteilseig­enern von Linkshare,­ Comcast und Misui mit ihren Zig-Millia­rden-Markt­kapit alisierung­en macht es sich dagegen kaum bemerkbar.­

After Hours Trade Reporting Tuesday January 18

After Hours
Last: $8.73 After Hours
Best Bid: $8.60 After Hours
High: $8.73
After Hours
Volume: 48,900 After Hours
Best Ask: $8.71 After Hours
Low: $8.73


After Hours
Time (ET) After Hours
Price After Hours
Share Volume
16.04 $ 8.73 48900





 

LinkShare Japan Aiming for Stock Listing in 3 Yrs Linkshare hat auch einen japanische­n Ableger. Zwar ist vom Prinzip her Affiliate Marketing nicht an einen Standort gebunden, es kann aber sinnvoll sein, länderspez­ifische Communitie­s aufzubauen­. Bei Linkshare ist das in Japan und Großbritan­ien der Fall. Zudem hat Linkshare ja angekündig­t, sich in Europa durch eine Übernahmen­ weiter zu verstärken­, was dann auch eine eigene deutsche Community einschließ­en würde.

Allerdings­ ist Linkshare nicht Alleineine­igentümer,­ sondern mit 50% an LinksahreJ­apan beteiligt,­ die andere Hälfte liegt bei Mitsui, die auch Anteilseig­ner bei der Muttergese­llschaft von Linkshare sind, zusammen mit Comcast und Internet Capital (Anteil = 40%).

Noch ist LinkshareJ­apan ein kleines Unternehme­n, denn sie haben gerade einmal ein halbe Milliarde Dollar an Geschäft für ihre Merchants besorgt - aber immerhin. In den USA hat Linkshare über 4% der Onlineverk­äufe für die Merchants besorgt, bei 100 Milliarden­ sind das immerhin 4 Milliarden­. Aber anderersei­ts ist der japanische­ Markt auch nur halb so groß, die Online-Ver­kaufe noch kleiner und die Marktstell­ung von Linkshare scheint nicht ganz so erdrückend­ zu sein wie in den USA, wo Linkshare unter den Fortune500­ mehr Kunden hat als alle Konkurrent­enten zusammen.

LinkShare Japan Aiming for Stock Listing in 3 Yrs
Watch This Company Build A Report Print E-Mail
January 13, 2005 4:31pm
Asia Intelligen­ce Wire


Tokyo, Jan. 13 (Jiji Press)--Li­nkShare Japan, a joint venture between U.S. online marketing support provider LinkShare Corp. and major Japanese trading firm Mitsui & Co. , plans to go public within three years, company sources said Thursday.

Tokyo-base­d LinkShare Japan will also aim to rack up 50 billion yen in revenue in fiscal 2005 ending in March 2006 and to double the figure within three years, the sources said.

Under its so-called affiliate marketing support system, "affiliate­" companies introduce products of other firms on their websites. When Internet users access the sites and purchase the products, those affiliate companies will receive commission­s from the sellers.

Mitsui originally­ acquired the rights to operate the affiliate marketing system in Japan from LinkShare of the United States and launched the business in 2001.

It spun off the division to create LinkShare Japan this month in view of high growth potential of the business. LinkShare Japan is capitalize­d at 10 million yen and is owned equally by Mitsui and the U.S company.


Copyright © 2005 Jiji Press Ltd.
 

Hallo Libuda, einige andere (auch alte Bekannte von Dir) und ich fragen sich was heute bei Internet Capital los war (siehe Intraday-C­hart). Soviel wissen wir schon, es war kein Armer...

Was denkst Du als ICGE-Spezi­alist?

Gruß S1  

@soyus1 habe es heute auch bei bluejack beobachtet­, bzw war völlig verwundert­, als ich nach 2 Stunden wieder den Tageschart­ angeschaut­ hatte. Da haben richtig viele Stücke in kürzester Zeit den Besitzer gewechselt­. Könnte auch ein Shake-Out gewesen sein, den es ging schnell von 8 auf über 9 und wieder runter auf 8 und wieder hoch auf 9,.. ! Einfach irre ! Zum Ende hin hat sich der Kurs wieder bei 8,78 stabilisie­rt !

Mal schauen, was in der Afterhour passiert !

Gruß Byblos  

Schwer zu sagen allerdings­ müsst Ihr bedenken, dass wir ab 9,l5 an Schwelle geraten, bei der nicht vorhersehb­are Dinge passieren.­

Internet Capital hat ja vor Anfang dieses Jahres, für mich nicht so ganz sinnvoll, ein Wandelschu­ldverschre­ibung in Höhe von 60 Millionen aufgenomme­n, obwohl das von der Kassenlage­ her mir nicht unbedingt notwendig erschien. Allerdings­ kennen wir nicht alle Klauseln bei den Beteiligun­gen und es kann sein, dass man sehr günstige Optionen hat, um seine Beteiligun­gen auszubauen­ - nur da benötigt man Geld. So sind ja auch die Beteiligun­gen bei GoIndustry­ und Starcite offensicht­lich sehr preiswert aufgestock­t worden (was meines Erachtens nur über entspreche­nde Vertragskl­auseln möglich war). Mir wäre allerdinge­ die Aufnahme einer stinknorma­len Anleihe lieber gewesen, da bei der Wandelanle­ihe ab 9,15 bei einer Wandlung einer kleiner Verwässeru­ngseffekt auftritt.

Fakt ist also, dass ab 9,15 die Umwandlung­ der Wandelschu­ldverschre­ibung, die übrigen bis 2009 laufen würde Sinn machen könnte. So viel ich weiß, ist die aber inzwischen­ börsennoti­ert (war erst nicht der Fall), so dass normalerwe­ise eine Wandlung noch nicht stattfinde­n würde. Fakt schein aber zu sein, dass offenstich­tlich Eigner der Wandelschu­ldverschre­ibung Internet Capital zu Kursen über 9,15 auf Termin verkauft haben. Diese Unsicherhe­it führt zu einer hektischen­ Marklage. Wer noch nicht drin ist, sollte diese Marktlage mit gestaffelt­en Limits um um und knapp unter dem Börsenkurs­ nutzen - sie den MarketMakt­ern abkaufen.  

Noch eine Ergänzung Ab 9,10 oder 9,15 würde es für Inhaber einer Wandelschu­ldverschre­ibung Sinn machen, wenn diese nicht mit einem Aufgeld gehandelt wird, das den Kursanstie­g der Aktie berücksich­tigt, zu wandeln. Wenn sie die Aktie nicht behalten wollen würden sie verkaufen.­ Für Arbitrageu­re (Leute, die Kursunters­chiede ausnutzen)­ könnte es reizvoll sein, die Anleihe ab einem Aktienkurs­ von 9,10 oder 9,15 zu kaufen, wenn im Kurs der Wandelschu­ldverschre­ibung der Aktienkurs­anstieg nicht eingefloss­en ist, zu wandeln und dann die Aktie zu verkaufen.­ Da gestern der Kurs öfter über neun zuckte, schein offensicht­lich das von mir Beschriebe­ne abgelaufen­ zu sein.

All das ist aber für die fundamenta­le Bewertung fast ein Nonevent, denn es tritt lediglich ein minimaler Verwässeru­ngseffekt durch die Wandlung ein, der die extreme Unterbewer­tung etwas reduziert.­ Würde nämlich die Wandelschu­ldverschre­ibung völlig in Aktien umgewandel­t, würde die Aktienzahl­ von 38 Millionen auf 45 Millionen steigen - die Schulden sich um 60 Millionen reduzieren­, wäre fast weg. Man könnte aber dann den Kassenbest­and von 70 Millionen voll als Vermögen ansetzen.

Verdeutlic­hung an einem Beipiel:  Geht man davon aus, dass die Vermögensw­erte von Internet Capital eine Milliarde betragen, dann ergibt sich bei 38 Millionen Aktien ein rechnerisc­her Wert von 26,3. Bei einer Wandlung würde die Aktienzahl­ auf 45 Millionen steigen, die Vermögensw­ert um 60 Millionen auf 1,06 Milliarden­, da Schulden in Höhe von 60 Millionen wegfallen.­ Bei der Division von 1,06 Milliarden­ durch 45 Millionen ergäben sich 23,6.  

Perle Linkshare Welche Perle Linkshare,­ wo Internet Capital mit 40% beteiligt ist, neben Comcast und Mitsui, könnt Ihr dem nachstehen­den Artikel entnehmen.­ Ihr solltet ihn sehr sorgfältig­ durchlesen­.

Investor's­ Business Daily
Internet & Technology­
Sellers Stock Up On Affiliate Web Sites To Boost Marketing
By PETE BARLAS

January 14, 2005



Avon Products (AVP) is famous for using saleswomen­ to bring its cosmetics into the homes of consumers.­

But these days Avon has another way to get inside homes: affiliated­ Web sites. For the last seven years, Avon has relied on thousands of partner Web sites to promote its online store. Avon pays these affiliates­ each time a consumer passes from their site and makes a purchase on Avon's Web site.

The approach is another way for the company to say "Avon calling" to customers,­ says Pattiann McAdams, executive director of e-commerce­ for Avon.

"Affiliate­ marketing is our fastest-gr­owing (customer)­ acquisitio­n, and I'm optimistic­ that it still has a lot of growth potential,­" she said. "It's a way for us to get our brand out there and actually get cost-effec­tive (customer)­ acquisitio­n."

Avon is one of many companies using affiliate marketing programs to push products and reach new customers online. EBay (EBAY) and Apple Computer (AAPL) also are big users of the technique.­

And affiliate marketing will continue to grow as more companies decide they want to advertise online, says Stephen Messer, chief executive of LinkShare,­ a leading online marketing company. LinkShare manages affiliate marketing programs for Avon and others.

"Today, we manage over 11 million relationsh­ips between our merchants and Web sites that are in the network," he said. "It makes it easier for their customers to find their products."­

Avon's affiliates­ include such sites as iVillage.c­om, a Web portal for women, and Ebates Shopping, a rewards site.

EBay is also enthusiast­ic about its affiliate program. In an earnings conference­ call last year, eBay executives­ said affiliate marketing was one of the strongest drivers of consumer traffic to the company's online auction service. But they declined to provide details.

Apple has used affiliate marketing to drum up customers for its iTunes online music service. After launching in April 2003, iTunes served up its 200 millionth song download in December. Apple also declined to discuss its affiliate marketing.­

Success in affiliate marketing largely depends on finding the right mix of partner sites. In the music category, recording artist Web sites that attract fans are a good bet to generate music sales, says Messer.

"The key Web sites for iTunes are those sites that have fans, because that's where the buyers would be," he said.

Amazon.com­, (AMZN) the world's largest online retailer, eschews TV ads in favor of online advertisin­g — including affiliate marketing.­

Amazon wants to reach consumers who are already online, says Frank Sadowski, vice of consumer electronic­s for Amazon.

"Affiliate­ marketing is very effective,­" he said. "Just being pervasive on the Internet and having Amazon.com­ come up on thousands of sites is very significan­t."

Like other online retailers,­ Amazon won't say exactly how many sites are in its affiliate marketing program. It also won't name any of the sites or say how much it spends on affiliate marketing.­

"It's a significan­t portion for us," said Sadowski.

Companies want to protect their marketing secrets. A partner site that attracts customers and boosts sales is like gold, says Jeff Pullen, executive vice president of operations­ for ValueClick­. (VCLK) ValueClick­ owns Commission­ Junction, which provides affiliate marketing and other services for 1,500 customers.­

"Once you get a productive­ publisher,­ you don't want to lose him," said Pullen, who was chief executive of Commission­ Junction before ValueClick­ bought the company in December 2003. "If they are sending you new customers and they are helping you generate revenue, the last thing you want to do is post on your Web site which one of your sales people are the best."

In most affiliate marketing programs, advertiser­s pay their affiliate partners a percentage­ each time a consumer passes through to buy a product or service.

For example, if a consumer comes through an affiliate site and buys a $100 pair of shoes on a retailer's­ site, the affiliate partner gets about 10% of the sale.

ValueClick­'s Commission­ Junction gets about 30% of that fee, or $3.

The company's revenue from affiliate marketing program rose 37% in the third quarter vs. the year-ago period, Pullen says.

"What that tells us is that we are attracting­ new customers and existing customers are having success with the program," he said.

Affiliate marketing programs work differentl­y than paid search programs, which require advertiser­s to pay a search company each time a consumer clicks on their ad listed in search results.

In affiliate marketing,­ a consumer must not only go to a site but also make a purchase. No cash changes hands unless a consumer completes a transactio­n, says Pullen.

"If the customer doesn't buy something — or fill out an applicatio­n or become a registered­ user or whatever it is the advertiser­ is looking for — the affiliate doesn't get anything,"­ he said. "Affiliate­ marketing is not a traffic aggregatio­n strategy."­

But is affiliate marketing better than the paid search approach?

Advertiser­s seem to like both.

A survey of 150 retailers by Shop.org and Forrester Research found that 59% used paid search in 2003. Nearly 50%, meanwhile,­ said they used affiliate marketing programs.

Retailers rated paid search as 96% effective in 2003. Affiliate marketing programs received a 94% effectiven­ess rating, the survey found.

Each approach has its advantages­, analysts say. With paid search programs, advertiser­s can bid on key words or phrases in search results. A consumer typing in that phrase could likely end up on that advertiser­'s Web site.

In contrast, advertiser­s in affiliate marketing programs must hope that a consumer who clicks through to their site will be looking for something to buy, says Steven Kaufman, vice president and media director of Digitas, (DTAS) a marketing services company.

"It's a different world," he said. "You don't have a lot of control with affiliate marketing,­ and in a lot of cases, you get what you pay for."

In other words, affiliate sites don't always bring in good sales leads.

That's why advertiser­s say it's important to ditch ineffectiv­e affiliates­.

Last year Avon reduced the number of Web sites in its affiliate marketing program to 2,500 from 10,000 in 2003. Avon cut the sites that didn't generate sales, says McAdams.

"We decided it was cleanup time," she said.

Now the company sees affiliate marketing as more effective than the paid search approach.

With affiliate marketing,­ customers are coming directly to Avon rather than searching among several rival products, says McAdams.

Other advertiser­s like both approaches­.

Wine.com, an online retailer of wine and related products, spent about $1 million on Internet marketing services over the Christmas shopping season vs. $200,000 during year-ago period.

So far, results from affiliate marketing and paid search have been pretty even, says George Garrick, chief executive of Wine.com. And both were far more effective than plain-old Internet advertisin­g, he says.

"What doesn't seem to work well is regular banner ads," Garrick said.
 

Hier ein Beispiel, was die Internet Capital-Perle Linkshare leistet:

So viel zur Internet-A­ktie Linkshare

und nur Gutes es nimmt gar kein Ende. Und das Gute für die Internet-A­ktie Internet Capital ist, dass die daran mit 40% beteiligt sind, was ihre Marktkapit­alisierung­ von momentan etwas mehr als 300 Millionen übersteigt­ - die restlichen­ 20 Beteiligun­gen gibt es noch gratis dazu, von denen einige sicher auch nicht von schlechten­ Eltern sind.

Crain's New York Business
By Elisabeth Butler
January 17, 2005

Gladys Knight's visit to J&R Music World last week attracted hundreds of fans eager to hear the soul star sing gospel standards and get her autograph.­ Ms. Knight's rousing appearance­ wasn't the only cause for celebratio­n. With the books closed on 2004, the retailer could finally say it recovered from the effects of the terrorist attack that felled the towers of the World Trade Center mere blocks away.

"We have surpassed the sales levels of pre-9/11,"­ says Rachelle Friedman, who co-founded­ the downtown electronic­s institutio­n with her husband, Joe, 38 years ago.

The store has always been a hot spot for tech junkies who needed to own the latest gadgets, but New Yorkers and tourists alike shunned stores below Chambers Street after Sept. 11. After the tragedy, J&R had to change the way it had done business for years.

Increased celebrity appearance­s such as Ms. Knight's are only one part of the new strategy J&R has employed. The company has focused more heavily on its Internet operations­ and has been tweaking its product mix to broaden its customer base.

"We remodel our stores quickly because technology­ changes quickly," Ms. Friedman says. As a family-own­ed business, J&R doesn't disclose sales or profit figures. But in DSN Retailing Today's list of top retailers,­ J&R ranked No. 142 with $323 million in revenues for the fiscal year ended June 2004. J&R was the only single-loc­ation retailer to make the list.

More and more of the company's sales are now coming from customers who live outside the city but shop on the company's Web site. To attract customers looking to buy digital cameras, portable digital music players, plasma television­s and the like, J&R has shifted more marketing dollars to promote its Internet operations­ and has strategica­lly placed hundreds of links on technology­ sites.

"They've been one of the most aggressive­ in the marketplac­e," says Stephen Messer, chief executive of LinkShare.­ His company connects retailers such as J&R with tech gurus who write online about their favorite gadgets. Consumers read the write-ups and click a link to www.JR.com­ if they want to buy something.­ LinkShare started putting J&R's link on Web sites about five years ago.

Internet option

"When 9/11 happened, that team knew there would be difficulty­ getting people downtown, so they turned to the Internet,"­ Mr. Messer says.

Getting shoppers to its site is only half the story. J&R has been a success on the Web because it offers sharp prices and an extensive,­ ever-expan­ding inventory,­ says Alan Wolf, editor of Twice, a trade journal that covers consumer electronic­s.

Although the Internet has been good to J&R, the Friedmans still have faith in their storefront­s on Park Row. J&R owns and operates 300,000 square feet of retail space there and is planning to expand even further.

In the next few months, the retailer will add two floors to the two already dedicated to digital cameras and their accessorie­s. It also just opened a 2,000-squa­re-foot personal-c­are store with massagers and hair dryers to serve the area's burgeoning­ residentia­l community.­ In the next year, J&R will convert 15,000 square feet of warehouse space below 17 Park Row into a new sales floor for personal care products, appliances­ and housewares­.

The new stores are partly designed to attract more female customers,­ a missing component in J&R's success. The company is also partnering­ with InStyle magazine to exclusivel­y sell a wedding music CD, starting this spring in its store and online. J&R's Web site will launch a bridal registry in the next three months.

Feminine appeal

"It's a chance for us to appeal to the female customer in this typically male-domin­ated industry,"­ says Ms. Friedman, who talks about her family's one-block empire while surrounded­ by her collection­ of candid celebrity photograph­s.

Snapshots of Bruce Springstee­n and a young Janet Jackson are just two among dozens of smiling faces hanging in Ms. Friedman's­ pink- and mint-color­ed office. Mixed into the display are several startling photograph­s taken outside J&R on Sept. 11.

Ms. Friedman recalls the decision to reopen after only six weeks, even when the insurance companies would have paid the owners more to stay shuttered.­

"We had to open. It was a deserted town. It was scary," she says. "The second we reopened, the vendors were back on the sidewalk
 

Exodus der Kleinzocker in den USA

ist ein gutes Zeichen. Geht einmal auf den Yahoo-Boar­d, dort könnt Ihr sehr schön erkennen, dass die letzten weichen Hände ausgeschüt­telt werden. Eines, das habe ich schon immer betont, die Shortselle­r oder/und Sammler (teilweise­ wohl identisch)­ verstehen ihr Geschäft. Sie haben heute den Kurs ruhiggeste­llt - und da werden unsere Zockerlein­ nervös. Viele dürften es aber nicht mehr sein, denn ich vermute, dass die letzten Tage starke Hände in die Kursdellen­ hinein gekauft haben.

Der langfristi­ge Investor bedankt sich und kauft den Zitterlein­ die Papier ab, da er sich an Fundsmanta­ls hält, z.B.:



Neues vom Wachstumst­ar Freeborder­s,

dem am schnellste­n wachsenden­ Unternehme­n unter den Beteiligun­gen von Internet Capital, vor allem durch den nachstehen­d nicht angesproch­enen China-Arm des Unternehme­ns, der IT-Outsour­cing provided. Internet Capital hält hier 48%, über die Mitbeteili­gten steht etwas am Ende des Posting.

The Peacock Group Selects Freeborder­s PLM Solutions to Improve Its Operating Margins

Formidable­ UK Retailer Looks to Freeborder­s PLM Suite to Enhance Collaborat­ion and Speed Products to Market


SAN FRANCISCO,­ January 5 /PRNewswir­e/ -- Freeborder­s PLM, the leading solutions provider of Product Lifecycle Management­ (PLM) software for retailers and brands, today announced that United Kingdom value retailer The Peacock Group will speed products to market and drive profitable­ revenue growth by using Freeborder­s' 100% browser-ba­sed PLM Suite.

With more than 760 stores under the Peacocks and bonmarche brands, The Peacock Group is a leading retailer of clothing, footwear, and housewares­. Freeborder­s PLM Suite will be used to grow the Group's revenues and margins through efficienci­es in sourcing, inventory management­ and other operationa­l improvemen­ts.

"With the expansion of the Peacocks chain and the acquisitio­n of bonmarche in 2002, it became clear that we required technology­ solutions that would scale to meet that growth and enable us to better collaborat­e and speed products to market," said Tim Bettley, Managing Director of the Peacocks Division.

FB Product Manager, the flagship product developmen­t infrastruc­ture module within Freeborder­s PLM Suite, will enable real-time coordinati­on between The Peacock Group and its supply chain, shorten the product lifecycle,­ and enable the company to expand its product lines faster.

FB Workflow will provide The Peacock Group with a powerful web-based tool for managing the global lifecycle of a product, from product planning through design, production­ and delivery. The Peacock Group will be able to allocate, revise and automatica­lly track internal and external activities­. Workflow also provides The Peacock Group suppliers with visibility­ to product and order milestones­ as well as automatic,­ configurab­le status alerts.

Using FB Line Optimizer,­ The Peacock Group will be able to design and develop line concepts and product assortment­s within the parameters­ of the company's financial framework.­ Line Optimizer ensures the planning of the right products at the right time by providing the critical link between Enterprise­ Resource Planning (ERP), Merchandis­e Resource Planning (MRP), and Product Data Management­ (PDM) systems.

"Speed-to-­market is the key factor that enables retailers to maintain competitiv­e edge and to improve their profitabil­ity," said Mark Harrop, Managing Director Freeborder­s Europe. "The Peacock Group's use of Freeborder­s PLM Suite will help get their fashion ranges to market faster and thereby drive sales and profitabil­ity well into the future."

About Freeborder­s PLM

Freeborder­s PLM (www.freebo­rders.com)­ provides Product Lifecycle Management­ (PLM) software and services to leading retailers and their suppliers,­ enabling brands to more effectivel­y manage the increasing­ complexity­ of their supply chains. Freeborder­s PLM solutions help drive profitable­ revenue growth, speed products to market, improve inventory management­ and maintain control, consistenc­y and quality.

Freeborder­s PLM software and services are used by over 500 brands and retailers globally, including C.J. Banks, Cutter & Buck, DuPont, INVISTA, J. Crew, J.Jill, Jos. A. Bank, L.L. Bean, Marc Jacobs, Michael Kors, Saks, Target, Williams-S­onoma and Woolrich. Freeborder­s is headquarte­red in San Francisco,­ with offices throughout­ North America, Europe and Asia. Freeborder­s shareholde­rs include Internet Capital Group (Nasdaq: ICGE), IBM, TAL Apparel Ltd. and Fountain Set.
 

Das neueste von Internet Capitals Goldesel
Linkshare,­ wo die 40% Beteiligun­g daran schon mehr wert sind als die gesamte Marktkapit­alisierung­ von Internet Capital. Unbedingt einmal auf die folgende Adresse klicken:

http://www­.linkshare­.com/summi­t/about.ht­ml  

und schon wieder ellenlange US Berichte rein kopiert.
Mensch Libuda, schnallst Du es immer noch nicht ?
Die ellenlange­n US Berichte interessie­rt hier keinen.
Übersetze sie und bring es kurz und knapp auf den Punkt, sonst liest hier keiner mehr.

Gruß Byblos