intasys und Google IPO
| eröffnet am: | 27.10.03 18:34 von: | doc.oliday |
| neuester Beitrag: | 26.02.04 08:38 von: | FrancoLopez |
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27.10.03 18:34
#1
doc.oliday
intasys und Google IPO
im januar geht google an die börse. mittlerweile gehen zahlen in millardenhöhe durch die presse.sollte der ipo wirklich ein derartiger erfolg werden, wird die aktie von intasys mit sicherheit davon überdurchschnittlich profitieren. inta hat eine marktkap. von 20 mio, und mamma.com die mutter aller suchmaschinen. wer 1+1 zusammenrechnen kann, der sieht auch das potenzial das inta hat. ich glaube das die aktie jetzt noch billig zu haben ist, wenn man überlegt von wo sie kommt
viel glück beim traden
doc
viel glück beim traden
doc
28.10.03 08:26
#2
doc.oliday
intasys 1000% chance
wenn google ipo wirklich so gut läuft oder nur halb so gut dann sind 1000% gar nicht weit her geholt, wer es immer noch nicht glaubt hier eine info zum ipo
Keeping Google IPO mania in check
June 18, 2003, 4:00 AM PT
By Tom Taulli
Tech is a bizarre type of business. True, it is fueled by incredible innovation. But there is also a need for a good amount of hype and, yes, greed.
If anything, what really sparks tech is a red-hot initial public offering. Looking back in history, some of the defining moments included the IPO of Apple Computer, the IPO of Microsoft and the IPO of Netscape.
Why the power of the IPO? It may be more psychological than anything. It is an indication that investors are willing to take risks. It also helps with the tech value chain. That is, angel investors and venture capitalists loosen the purse strings--since there is an exit strategy in the foreseeable future.
No doubt, since the bust of 2000, the IPO market has been in a death spiral. Until recently, the IPO market was in its worst dry-spell since disco became big during the 1970s. But the drought may be over. And the spark is likely to come from Google.
Timing is everything--and it may be perfect for Google. The equity markets have hit year highs; investors are getting tired of earning less than 1 percent on their money market accounts; and many dot-com stocks have seen their stock prices soar, such as Amazon.com, Yahoo and eBay. Despite being a young company, Google is in the same league as the dot-coms just mentioned. Some analysts believe that Google generated revenue of $300 million last year and is on par to see revenue surge to $700 million this year. Moreover, this is apparently high-margin revenue.
This growth ramp will certainly excite many institutional and retail investors. Actually, it would not be surprising to see a moon-shoot opening day for a Google IPO.
The big problem with the Google scenario is the heap of new regulations on IPOs and public companies. In a recent Forbes story, Google CEO Eric Schmidt was reported to be in meetings with managers that were called by the code-name "Keeping Eric Out of Jail."
If you are a tech executive and have friends at Google or at its underwriters, do not expect any complimentary allocations of IPO shares. That nice little game--known as "spinning"--is over.
For executives of public companies, no doubt the big thing is avoiding the slammer. According to the new Sarbanes-Oxley Act, the CEO and CFO must certify their financials. If the financials prove to be fraudulent, there are hefty fines and even prison sentences.
Assuming Google hits the public markets, it will be the first real test of a high-profile IPO in the new sober regulatory environment. What will this mean? Well, if you are a tech executive and have friends at Google or at its underwriters, do not expect any complimentary allocations of IPO shares. That nice little game--known as "spinning"--is over.
Next, analysts cannot be cheerleaders for an IPO. Ironically enough, analysts will now have to engage in real analysis--and not be compensated for investment banking work. A "buy" recommendation must now be based on something more substantive than a knee-jerk Pavlovian reflex.
In light of a recent report from the New York Stock Exchange and the National Association of Securities Dealers, the Google IPO may need to take some interesting steps in the pricing of the offering. Traditionally, the ultimate price of an IPO is based on a tug-of-war between the company and the underwriter. With the new proposed rules, there will be an independent pricing committee of directors, who will have access to all the indications of interest for the IPO. This should help avoid the severe underpricing of IPOs. This means companies should be able to raise more money in their offerings.
Ironically enough, analysts will now have to engage in real analysis--and not be compensated for investment banking work.
Other reforms include: not allowing market orders on the first day of trading; complete transparency of who gets shares in the IPO; no more "laddering" (a process by which investors are required to buy more shares as the stock price increases); and the repeal of antiflipping rules (flipping means immediately selling IPO shares when allocated, so as to make a quick profit).
Finally, there is a proposal to make it easier for retail investors to get allocations of IPOs.
So, let's see: With the new regulations, executives go to jail if they juice the books; there are rules against analysts pumping stock; there are rules against spinning IPOs to favored executives; there will be less price manipulation (no more laddering); companies will get more money; and there is more access to individual investors.
Sounds good to me.
biography
Tom Taulli is a professor at the Marshall School of Business of the University of Southern California and teaches a course on mergers and acquisitions, based on his book "The Complete M&A Handbook." He also runs a site called MergerForum.com.
Keeping Google IPO mania in check
June 18, 2003, 4:00 AM PT
By Tom Taulli
Tech is a bizarre type of business. True, it is fueled by incredible innovation. But there is also a need for a good amount of hype and, yes, greed.
If anything, what really sparks tech is a red-hot initial public offering. Looking back in history, some of the defining moments included the IPO of Apple Computer, the IPO of Microsoft and the IPO of Netscape.
Why the power of the IPO? It may be more psychological than anything. It is an indication that investors are willing to take risks. It also helps with the tech value chain. That is, angel investors and venture capitalists loosen the purse strings--since there is an exit strategy in the foreseeable future.
No doubt, since the bust of 2000, the IPO market has been in a death spiral. Until recently, the IPO market was in its worst dry-spell since disco became big during the 1970s. But the drought may be over. And the spark is likely to come from Google.
Timing is everything--and it may be perfect for Google. The equity markets have hit year highs; investors are getting tired of earning less than 1 percent on their money market accounts; and many dot-com stocks have seen their stock prices soar, such as Amazon.com, Yahoo and eBay. Despite being a young company, Google is in the same league as the dot-coms just mentioned. Some analysts believe that Google generated revenue of $300 million last year and is on par to see revenue surge to $700 million this year. Moreover, this is apparently high-margin revenue.
This growth ramp will certainly excite many institutional and retail investors. Actually, it would not be surprising to see a moon-shoot opening day for a Google IPO.
The big problem with the Google scenario is the heap of new regulations on IPOs and public companies. In a recent Forbes story, Google CEO Eric Schmidt was reported to be in meetings with managers that were called by the code-name "Keeping Eric Out of Jail."
If you are a tech executive and have friends at Google or at its underwriters, do not expect any complimentary allocations of IPO shares. That nice little game--known as "spinning"--is over.
For executives of public companies, no doubt the big thing is avoiding the slammer. According to the new Sarbanes-Oxley Act, the CEO and CFO must certify their financials. If the financials prove to be fraudulent, there are hefty fines and even prison sentences.
Assuming Google hits the public markets, it will be the first real test of a high-profile IPO in the new sober regulatory environment. What will this mean? Well, if you are a tech executive and have friends at Google or at its underwriters, do not expect any complimentary allocations of IPO shares. That nice little game--known as "spinning"--is over.
Next, analysts cannot be cheerleaders for an IPO. Ironically enough, analysts will now have to engage in real analysis--and not be compensated for investment banking work. A "buy" recommendation must now be based on something more substantive than a knee-jerk Pavlovian reflex.
In light of a recent report from the New York Stock Exchange and the National Association of Securities Dealers, the Google IPO may need to take some interesting steps in the pricing of the offering. Traditionally, the ultimate price of an IPO is based on a tug-of-war between the company and the underwriter. With the new proposed rules, there will be an independent pricing committee of directors, who will have access to all the indications of interest for the IPO. This should help avoid the severe underpricing of IPOs. This means companies should be able to raise more money in their offerings.
Ironically enough, analysts will now have to engage in real analysis--and not be compensated for investment banking work.
Other reforms include: not allowing market orders on the first day of trading; complete transparency of who gets shares in the IPO; no more "laddering" (a process by which investors are required to buy more shares as the stock price increases); and the repeal of antiflipping rules (flipping means immediately selling IPO shares when allocated, so as to make a quick profit).
Finally, there is a proposal to make it easier for retail investors to get allocations of IPOs.
So, let's see: With the new regulations, executives go to jail if they juice the books; there are rules against analysts pumping stock; there are rules against spinning IPOs to favored executives; there will be less price manipulation (no more laddering); companies will get more money; and there is more access to individual investors.
Sounds good to me.
biography
Tom Taulli is a professor at the Marshall School of Business of the University of Southern California and teaches a course on mergers and acquisitions, based on his book "The Complete M&A Handbook." He also runs a site called MergerForum.com.
30.10.03 10:22
#5
doc.oliday
Intasys auf dem Weg zu all time high
wenn die Google IPO nur halbwegs ein Erfolg wird, d.h. konservativ 500 mio. dann wird mamma.com ebenfalls an die Börse gebracht. Geplant war es schon seit zwei Jahren, nur wegen der schlechten Marktlage wurde es immer wieder verschoben. Z.Zt. hat inta eine Kapitalisierung von ca 20 mio. $, nach einem möglichen IPO von mamma.com ist mind. eine das Zehnfache drin. Wer jetzt spekulativ einsteigt kann im Frühjahr die Früchte ernten.
30.10.03 12:22
#6
Barbarossa
@doc.oliday
Hi
Bist du bei Intasys dabei?
Hab schon einige Prozente damit gemacht!
Gruß
BRB
Bist du bei Intasys dabei?
Hab schon einige Prozente damit gemacht!
Gruß
BRB
30.10.03 17:03
#7
doc.oliday
@ barbarossa
seit kk 2,95 10000 Stk und davon gebe ich bis Google IPO nicht her
viel Glück
inta go
viel Glück
inta go
30.10.03 17:21
#8
Barbarossa
@doc.oliday
Oha....
du hast 30000 eu investiert?
Hast dich nicht vertippt?
Gruß :)
du hast 30000 eu investiert?
Hast dich nicht vertippt?
Gruß :)
30.10.03 19:18
#9
doc.oliday
@ barbarossa
nö hatte schon mal über 50000,- drin und gut mit verdient. wenn google nur ein bruchteil von dem an der börse macht was in den medien geschrieben wird, dann werden alle anderen suchmaschinen davon profitieren. ich glaube nach unten ist inta nicht gefährdet, immerhin verdienen die Geld mit mamma.com. nach oben sind kurse über 10$ realistisch. ausserdem haben die einen reverse split hinter sich 1:10 d.h. der kurs ist eigentlich 0,36 $
Nur geduld
Nur geduld
06.11.03 16:27
#11
mary
SUPER Q3 aus bei INTASYS
Boersenman von SWR3 hatte einen guten Riecher.
Die Q3 Zahlen sind klasse !!!
Die Q3 Zahlen sind klasse !!!
24.11.03 17:54
#13
Franziskaner
halte Intasys weiter für sehr interessant.
Was meint Ihr? Ich nutze die Dollarschwäche weiter für Käufe.
Franziskaner
Franziskaner
24.11.03 18:40
#14
RainMan
netter chart aber
wer zum teufel benutzt schon mamma.com. und was zum teufel ist überhaupt mamma.com.
Ein Vergleich zu google ist lächerlich, also sehe ich in dem wert kaum substanz - zum zocken mags aber interessant sein.
rm
Ein Vergleich zu google ist lächerlich, also sehe ich in dem wert kaum substanz - zum zocken mags aber interessant sein.
rm
24.11.03 19:08
#15
Franziskaner
@rainman
sicher geht neben google und yahoo derzeitig, weltweit, nicht mehr viel. Grundsätzlich erziele ich mit kurzfristigen Investments gerne Handelsgewinne. Dieses kann auch bei intasys der Fall sein. Substanziell entkoppel ich mich aber vollkommen von den Erwartungen für das derzeitige Geschäftsmodel und der offensichtlichen Perspektive des derzeitigen Geschäftsmodells.
Grundsätzlich ist für mich jeder Suchmaschinenanbieter und Technologieentwickler und Patenthalter interessant. Denn meine Erwartungen für diesen Bereich gehen weit über das heute einschätzbare hinaus. Wir stecken was Suchtechnologien betrifft noch in den Kinderschuhen. Mit fünf- bis zehnjährigem Horizont kann mann nach meinem Ermessen in fast jede Suchmaschine investieren. Wichtig hierbei, langer Atem und gute Risikostreuung.
Unter diesem Gesichtspunkt halte ich intasys für interessant. Einen Vergleich zu Google brauchen wir sicher nicht anstellen.
Noch nicht.
Franziskaner
Grundsätzlich ist für mich jeder Suchmaschinenanbieter und Technologieentwickler und Patenthalter interessant. Denn meine Erwartungen für diesen Bereich gehen weit über das heute einschätzbare hinaus. Wir stecken was Suchtechnologien betrifft noch in den Kinderschuhen. Mit fünf- bis zehnjährigem Horizont kann mann nach meinem Ermessen in fast jede Suchmaschine investieren. Wichtig hierbei, langer Atem und gute Risikostreuung.
Unter diesem Gesichtspunkt halte ich intasys für interessant. Einen Vergleich zu Google brauchen wir sicher nicht anstellen.
Noch nicht.
Franziskaner
08.01.04 19:53
#16
Franziskaner
Hat jemand die vergangene Schwächeperiode
für Käufe genutzt?
Auf jeden Fall ist Intasys wieder aufgewacht und könnte auch für Trader interessant sein.
Hat jemand Info´s, was das Aktionärstreffen gebracht hat?
Franziskaner
Auf jeden Fall ist Intasys wieder aufgewacht und könnte auch für Trader interessant sein.
Hat jemand Info´s, was das Aktionärstreffen gebracht hat?
Franziskaner
08.01.04 20:34
#17
catweazle
intasys oder mama.com
wie sie ja jetzt bald heißen wird ist schon alleine deshalb interessant, weil sie immer als Übernahmekandidat gelten kann. Die Firma erzielt Gewinne und der Börsengang von google ist sicherlich für das ganze Segment sprich für andere Suchmaschinen von Vorteil.
14.01.04 17:36
#20
inmotion
Intasys heißt jetzt Mama
Hi, anbei Link,
wert geht ab wie Schmitz Katz
http://finance.yahoo.com/q/ecn?s=MAMA
wert geht ab wie Schmitz Katz
http://finance.yahoo.com/q/ecn?s=MAMA
15.01.04 12:53
#22
FrancoLopez
habe probleme
meine intasys in ffm zu verkaufen.
kann mi4r jemand einen tip geben?
kann mi4r jemand einen tip geben?
16.01.04 11:16
#23
Forlinker
Bekommen Heute eine neue WKN am Montag kannst du
sie wieder handeln!
Würde sie aber halten und abwarten.
Würde sie aber halten und abwarten.
16.01.04 13:45
#25
iltiss
694659
nur zur Information, am Montag wird in USA nicht gehandelt (Bankfeiertag)
iltiss
iltiss
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