Internet Capital - Erwarte Kursverdreifachung in

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.  

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:  

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.
 

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."
 

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.
 

die leicht beschädigt war, zum leichteren Durchklicken:

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

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."
 

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  

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.





 

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.





 

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

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!
 

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  

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



 

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 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.
 

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  

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  

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.  

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.  

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.
 

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
 

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.
 

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  

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