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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (605)	11/10/1999 7:38:00 AM
From: Jill	Read Replies (1) \| Respond to of 1817

You funny, tekboy! Here's some nice info on DCLK and SAP re e-business from this a.m. CBS Marketwatch: DoubleClick says think international SAP looking at redefinition; France Telecom's Net goals By Liza Roberts, CBS MarketWatch Last Update: 6:36 AM ET Nov 10, 1999 NewsWatch LONDON (CBS.MW) -- DoubleClick Inc., the U.S.-based Internet advertisement company, isn't a U.S. business at all, said Barry Salzman, president of DoubleClick International on Wednesday. Speaking at the Morgan Stanley Dean Witter pan-European Internet conference, Salzman said DoubleClick's success -- and that of all other Internet ad companies-- hinges on its international strategy. "The Internet ad business is global whether you like it or not," he said. With many major Internet sites receiving one-third or more of their track from outside their domestic markets, and advertisers increasingly competing in multiple markets, a global strategy is key, he said. Non-U.S. revenues, currently represent 20 percent of DoubleClick's (DCLK: news, msgs) total sales, and that's growing quickly, he said. The company has 31 offices in 20 countries. These offices, which serve more than 1,000 advertisers, generated revenue growth of 53 percent between the second and third quarters of 1999 to a total of $12.1 million in the third quarter. Salzman said DoubleClick aims to grow its Asian presence most immediately and is looking at opening up in Korea and China, but Europe remains a big market for the company. Salzman said DoubleClick has 15 to 30 percent market share in Europe or 4 to 6 times the share it has in the United States. In Europe, growth is being driven by advertisers buying ads in multiple countries at once. Mult-country deals now represent 25 percent of European revenues. Germany's SAP streamlines its ambitions Germany's SAP AG, one of the world's biggest business software makers, is in the process of "redefining itself," managing director Erwin Gunst, told the conference. "Until now, we have been a very product-oriented company. Now we're becoming an industry-specific, software-based, solution company," Gunst said. Instead of being "enterprise-centric," SAP (SAP: news, msgs) aims to become a company that "provides processes for a community or a marketplace," he said. U.S.-listed shares of SAP The changes are being driven by the Internet and by customer demand, Gunst said. The company's focus on professional software users is shifting towards "any user," with an emphasis on more intuitive products, he said. To that end, SAP recently launched MySAP.com, an e-business software portal and business-to-business marketplace, he said. SAP has also decided to invest heavily in marketing for the first time in its 27 year history, recognizing that "branding is a major issue in the e-economy," he said. A global ad campaign for MySAP.com is scheduled to launch in 2000. France Telecom's expects Wanadoo to double Meanwhile, Phillippe Audouin, senior vice-president for resources and finances at France Telecom SA said the French telephone giant expects to double the number of subscribers to its Wanadoo Internet Service Provider in France to two million by the end of next year. Currently, Wanadoo has one million subscribers in France or 38 percent of the market. It counts an additional 288,000 subscribers for its services in Belgium, the Netherlands, Denmark and Spain. Audouin said the number of France Telecom's (FTE: news, msgs) Wanadoo users far exceeds its subscriber-ship: the service has an average of 2.5 users per subscripti