| mib - Samstag, 28. April 2001 - 03:55 |
| Digital River (DRIV) ist eines der (wenigen) .com-Unternehmen, die im Laufe des Jahres in die Gewinnzone kommen werden (siehe auch das folgende Interview). DRIV ist ein zwar spekulatives, aber recht aussichtsreiches Investment! Gruss - Mib http://cnnfntech.yellowbrix.com/pages/cnnfntech/Story.nsp?story_id=20265256&ID=cnnfntech&scategory=Internet%3AServices BRUCE FRANCIS, CNNfn ANCHOR, THE N.E.W. SHOW: With e-commerce so out of favor these days on Wall Street, and e-commerce companies struggling to survive, you`d think that a business that depends on the sector would be hurting (17:37:10) too. Well apparently that`s not the case for Digital River (Company: Digital River Inc.; Ticker: DRIV; URL: http://www.digitalriver.com/), which pegs itself as an e-commerce service provider. Digital River beat expectations in its latest report. CEO Joel Ronning is in Minneapolis to explain what`s ahead for this (17:37:20) company. Mr. Ronning, thank you very much for joining us. JOEL RONNING, CEO, DIGITAL RIVER: Thank you, Jason. FRANCIS: And now if you could explain, I know you guys don`t like to call yourself and application service provider, but an e-commerce service provider. Explain to (17:37:30) our viewers just what that is. RONNING: Well what an e-commerce service provider, or a commerce service provider does is we design, build, manage and host our client`s e-commerce web sites. We do this (17:37:40) for 8,000 companies around the world. And probably a practical application of this is a company you just mentioned, Siemens is one of our clients. And if you decided you want to buy (17:37:50) a phone from Siemens, you go to their web site. When you show up at the store that`s being---that has been designed and it`s built and managed by (17:38:00) Digital River. So the experience, customer experience is that--it`s as if you`re buying from Siemens, but at the end of the day you`re really buying through our e-commerce service. FRANCIS: Now, with a (17:38:10) lot of folks wondering about just what the status of e-commerce is right now, what are you telling investors about what they should expect over the next (17:38:20) few months from you. RONNING: Well we like the business a lot. We feel like we`re in a great spot. When companies work with Digital River they save between 50 and 70 percent rather than doing it (17:38:30) on their own. So we think that that really helps increase the probability of a high ROI for our clients. Return on investment is something we`ve been hearing from a lot (17:38:40) of clients. They`re very focused on the profitability of the initiatives that they`re putting in place. And so I guess our expectations are pretty bullish. We`re going to be profitable Q4 of this year. We`ve been (17:38:50) planning on that for over a year, and we`re right on target. FRANCIS: What`s your exposure to potentially uncollectible receivables right now? RONNING: It`s very low. We have 8,000 clients, so the cumulative kind of the effect (17:39:00) that everyone of those clients giving us a little piece of business on a monthly basis---see we managed millions and millions of transactions for these (17:39:10) 8,000 clients. So we don`t have any large clients out there that we`re really concerned about. We don`t have the same kind of huge variations, I think, that a lot of companies see out (17:39:20) there. We don`t have a lot of client concentration, a lot of dependency. FRANCIS: Now what about when you pitch new clients these days, are they saying, look that e-commerce bear out there that (17:39:30) got us all so scared a couple of years ago, it isn`t so scary to be in any more. I don`t feel any big rush to take on these (17:39:40) projects. Are you hearing that sort of thing from potential clients now? RONNING: Absolutely. We like to work with established, profitable companies, companies like 3M (Company: Minnesota Mining & Manufacturing Company; Ticker: MMM; URL: http://www.mmm.com/), and Symantec (Company: Symantec Corporation; Ticker: SYMC; URL: http://www.symantec.com/), and Autodesk (Company: Autodesk Incorporated; Ticker: ADSK; URL: http://www.autodesk.com), and Fujitsu (Company: Fujitsu Limited; Ticker: FJTSY; URL: http://www.fujitsu.co.jp/index-e.html). And those companies, we`ve seen them being more thoughtful (17:39:50) about their investment, but we`ve not seen the tap turned off in terms of them making the investment. They`re absolutely going after the e-commerce initiatives, and just the business on (17:40:00)---building their businesses via the Internet. Those initiatives have not been turned off, we`ve just been seeing them be a little bit more thoughtful about the time lines. And we`re more (17:40:10) than willing to work with them on that. And the other thing--- FRANCIS: Give us a sense of the---when the time line slower, how much slower? Is it taking a year longer, are (17:40:20) they ordering at slower paces, how does that feel? RONNING: Well we have a different model, and ultimately this entire market environment may really play well into our model. We`re so much less (17:40:30) expensive than a company going off and doing this on their own, and we have so much experience doing this, as I has mentioned, for thousands of companies. The risks are lower, the (17:40:40) costs are lower, the probability of success is higher. So we`re seeing clients coming to us now that actually, frankly, a year ago we know would have done this internally. And so it (17:40:50) hasn`t impacted us that much. FRANCIS: All right. Mr. Ronning, I`m sorry---all right, well that`s good to hear. Mr. Ronning, please come back and let us know how it`s going. We appreciate it. RONNING: Great, thanks a lot. Appreciate it, Jason. FRANCIS: Joel Ronning of Digital River. |
| mib - Dienstag, 24. Juli 2001 - 22:52 |
| da hab ich in Erwartung guter Zahlen seit Tagen versucht, DRIV zu kaufen und war immer (weil zu geizig) erfolglos. Und jetzt: positive Besprechung bei street.com und voellig ueberragende Zahlen! (US-Kurs heute +20% und morgen wohl noch mehr...) machmal bin ich einfach nicht entschlossen genug....! :-( Mib |
| stw - Mittwoch, 25. Juli 2001 - 00:17 |
| Tja, ich versuche es dagegen momentan wohl zu oft mit Gewalt. Geduld ist da die wichtigere Börsentugend. Wenn der allgemeine Trend an den Börsen so weitergeht, dann bekommen wir all die Schätzchen auch in ein paar Wochen noch (oder wieder) zum Schnäppchenpreis. Aber gerade jetzt gilt: im Einkauf liegt der Gewinn und nun wird (zumindest bei mir) eingekauft! :-) stw |