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Author Topic:   Net Investing
InvestorGuide Daily
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posted 10-02-2000 05:38 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
As Internet usage and e-commerce continue to grow, the already-huge need for data storage products will only get bigger. This article takes a look at a couple of companies poised to solve the problem (and reap the rewards). (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/company/5839.asp

China announced new regulations on Internet companies Monday that will no doubt rock the country's online industry. The laws limit foreign investment (upon which the developing companies depend heavily), mandate surveillance for "subversive" content, and threaten to close down any unlicensed firms. (source: Upside.com) http://www.upside.com/texis/mvm/news/wire?id=39d8904e15

In Brief:
- A federal law was enacted Sunday, granting electronic signatures the same standing as written signatures. Most of the states have enacted electronic signature laws, but they vary widely. The federal law will provide a baseline for all of the states, and is expected to eventually reduce online fraud.

InvestorGuide Daily
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posted 09-29-2000 05:57 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Everyone agrees that the Internet should be faster. So when caching company Akamai technologies IPO'd, investors jumped on the stock, sending it up 400% on the same day. A year later, the stock is trading at 14% of it's high. But caching technology is still an important advance – so is now the time to invest? (source: Money.com) http://www.money.com/money/depts/techinvestor/archive/000928.html

After last year's Christmas e-tailing disaster (which resulted in presents landing on doorsteps well into February), the FTC find seven dot-com retailers for breaking the Mail and Telephone Order Rule. In an attempt to circumvent a similar fiasco this year, the FTC will begin investigating e-tailers' shipping policies starting in November. (source: Forbes.com) http://www.forbes.com/tool/html/00/sep/0929/feat.htm

A mere 16 months after acquiring Learning Co., Mattel is selling the business to an investor group, and taking a $430 million loss. The company was originally purchased for around $3.5 billion. (source: CNNfn) http://cnnfn.cnn.com/2000/09/29/companies/mattel1

InvestorGuide Daily
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posted 09-28-2000 06:14 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Anecdotal evidence leaves this columnist to conclude that priceline.com's woes are related to its business model, and not any short-term problem. (source: The Street) http://www.thestreet.com/comment/techsavvy/1099378.html

The European Commission plans to clear--with conditions--America Online's proposed $135 billion takeover of Time Warner, but block the $20 billion joint venture between Warner Music and EMI Group, an EU source said on Thursday. (source: Washington Post) http://washingtonpost.com/wp-dyn/articles/A36630-2000Sep28.html

InvestorGuide Daily
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posted 09-27-2000 05:50 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In a revenue warning today, Priceline.com said that it now expects 3Q revenue to come in between $340-$345 million, well below expectations of $370 million. The company cited decreased airline ticket sales as the culprit. (source: CNNfn) http://cnnfn.cnn.com/2000/09/27/technology/priceline/

InvestorGuide Daily
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posted 09-26-2000 06:31 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
AOL's instant messaging systems Instant Messenger and ICQ are apparently much closer to integration than previously thought, the completion of which will be a worldwide messaging system that will reach about 138 million potential users. AOL's dominance over instant messaging has lately been the source of much contention in regulatory proceedings over AOL's merger with Time Warner. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2632911,00.html

A number of leading U.S. e-commerce merchants and payment processing companies (including American Express, Buy.com, and Expedia) announced Monday the formation of the Worldwide E-Commerce Fraud Prevention Network, an industry coalition aimed at reducing Internet-based fraud. The coalition intends to use the newly formed network to share fraud prevention information and practices with merchants in order to improve Web security and reduce the costs associated with fraud. (source: ecommerce times) http://www.ecommercetimes.com/news/articles2000/000926-3.shtml

Earlier this month, Lycos Asia was given access to operate as an Internet content provider in China, indicating that government may be loosening restrictions on such foreign content providers. Though this was a victory for Lycos and companies like it, there's still a long way to go. (source: Business 2.0) http://www.business2.com/content/channels/ebusiness/2000/09/26/19890

In Brief:
- E*Trade has released a more secure version of its password-storage software, about a month after learning of a potential security issue. The new software solves the immediate problem, but apparently the broker's software requires more changes to ensure data security.

InvestorGuide Daily
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posted 09-25-2000 06:24 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In brief:
- Internet advertising company DoubleClick agreed Monday to acquire online market research company @plan.inc for about $120 million in stock and cash.

InvestorGuide Daily
Administrator
posted 09-22-2000 05:39 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
"This is Spinal Tap" star Tony Hendra, also former editor at "National Lampoon," has launched an online publishing website called Gigawit.com. The site's mission is to collect and distribute the comedic works of authors at a fraction of the cost and time of traditional publishing companies. Whether or not Gigawit.com is successful, experts say the concept is a winner. (source: Forbes.com) http://www.forbes.com/tool/html/00/sep/0922/feat.htm

A market correction of hideously overvalued Internet stocks sent the Nasdaq down 37% between March 10 and May 23 of this year. But since then, the Nasdaq has been on an overall upswing. Does it make sense, then, to bargain-hunt in that beleaguered Internet sector? This article says no way. (source: Redherring.com) http://www.redherring.com/investor/2000/0922/inv-money092200.html


In an attempt to win regulatory approval for their proposed $130 billion merger, AOL and Time Warner submitted anti-trust concessions to the EU today. (source: CNNfn) http://cnnfn.cnn.com/2000/09/22/deals/time_aol

A recent study by Forrester Research indicates that the key players in online travel are no longer web portals like AOL and Yahoo, but bargain-oriented sites like Travelocity and Priceline.com. (source: Reherring.com) http://www.redherring.com/industries/2000/0922/ind-etravel092200.html

The German government has proposed a controversial fee on electronic goods, the proceeds of which would be used to reimburse musicians, artists and writers for the use of their work online. (source: TheStandard.com) http://www.thestandard.com/article/display/0,1151,18782,00.html

InvestorGuide Daily
Administrator
posted 09-21-2000 05:53 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Internet start-ups these days often fall into the category of "supply-side" capitalism – that is, instead of developing a product that fits an existing need ("demand-side")as was the old norm, they work in reverse. This article looks at why the time has come for a return to the old way of doing things. (source: Upside.com) http://www.upside.com/texis/mvm/story?id=39c8fd090

Online grocers are deciding they can't make free deliveries and make a profit. But will convenience fees leave a bad taste in consumers' mouths? (source: Business 2.0) http://www.business2.com/content/channels/ebusiness/2000/09/21/19203

The FCC has recommended that the proposed $183 billion merger of AOL and Time Warner be approved, provided the two firms pledge to allow rival Internet providers to reach customers over their cable television systems. (source: The Washington Post) http://www.washingtonpost.com/wp-dyn/articles/A46622-2000Sep20.html

InvestorGuide Daily
Administrator
posted 09-20-2000 06:00 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
The Federal Trade Commission has contacted at least three local telecom carriers to gauge how the AOL/Time Warner merger would affect their ability to provide broadband service, according to a published report Wednesday. (source: CNNfn) http://cnnfn.cnn.com/2000/09/20/deals/ftc_aoltime/

In Brief:
- Shares of online auction site EBay leapt more than 16% Wednesday after company executives set a $3 billion revenue goal for 2005. The company would need to grow revenues by about 50% a year to reach the goal.

InvestorGuide Daily
Administrator
posted 09-19-2000 06:33 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Yahoo is ending its partnership with Amazon.com, the top online seller of books, and creating a much larger link with Amazon rival Barnesandnoble.com. According to an Amazon representative, the Seattle-based e-tailer had opted not to renew the Yahoo relationship. Barnesandnoble.com shares rose 30% on the day. (source: MarketWatch)
http:// cbs.marketwatch.com/archive/20000919/news/current/yhoo_bnbn.htx

Why does AOL guard its instant messaging territory so fervently? (source: Upside) http://upside.com/Ebiz/39c289380.html

Better late than early: old economy companies are climbing over, and learning from, struggling dot-coms as they head onto the net. (source: Red Herring) http://redherring.com/industries/2000/0919/ind-shoptalk091900.html

The music industry has tried to use the courts to stem the flow of downloaded music, now it is trying hackers. The Secure Digital Music Initiative has offered $10,000 dollars to anyone in the hacking community that can break the new code intended to secure music. (source: ZDnet) http://www.zdnet.com/zdnn/stories/news/0,4586,2629420,00.html

InvestorGuide Daily
Administrator
posted 09-18-2000 05:31 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Net2Phone announced a partnership with Cisco systems today that will result in the spinoff of a new business unit. The collaboration, Adir technologies, will be majority owned by Net2Phone, and will sell Cisco hardware along with Net2Phone telephone networking management software. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2628983,00.html

As the IPO market returns from its summer break, it brings with it a deluge of backlogged offerings – over 300, in fact. Such a huge number of IPOs, amid a more wary market, may exhaust investor interest. (source: Redherring.com) http://www.redherring.com/ipo/2000/0918/ipo-fall091800.html

InvestorGuide Weekly
Administrator
posted 09-18-2000 01:08 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Now that the heady days of instant internet IPO success are over, and the ensuing reaction period has seen most of those companies drop like flies, what lies ahead for dot-com IPOs? (source: eCommerce Times) http://www.ecommercetimes.com/news/articles2000/000914-7.shtml

There's a common belief that internet companies that make serious moves towards profitability will be able to escape the current market trend, and actually attract investors. This columnist says that just isn't the case. (source: Marketwatch) http://cbs.marketwatch.com/archive/20000914/news/current/stwatch.htx

As internet companies cut back on online ad spending, dot-coms that depend on that revenue, like AOL and Yahoo, are feeling the burn. Thus, the online advertising industry is turning to offline customers, and having to make some substantial changes to bring them in. (source: ZDNet) http://www.zdnet.com/intweek/stories/news/0,4164,2628287,00.html

InvestorGuide Daily
Administrator
posted 09-15-2000 05:43 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Ariba and Commerce One seem to have emerged victorious in the b2b arena, but what is next for the industry? (source: Red Herring) http://redherring.com/investor/2000/0915/inv-btob091500.html

In Brief:
- Striving for profitability, CMGI-owned AltaVista announced it had laid off 25% of its staff.
- Internet communications provider PSINet released financial guidance for the second half Friday, and while it said it anticipates revenue three times that of last year, the company also forecast a pullback in certain businesses.

InvestorGuide Daily
Administrator
posted 09-14-2000 06:16 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Altio is a small company with some very big technology that could change the way you use the Web at work. But it must fend off Microsoft to be successful. (source: eCompany) http://www.ecompany.com/articles/web/1,1653,8321,00.html

InvestorGuide Daily
Administrator
posted 09-14-2000 06:08 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Amid a flood of competition and the demise of many dot-com businesses, Internet professional service organizations are struggling to regain the market's respect. At the same time, professional services automation vendor Evolve Software has seen its operations thrive as that customer base looks for tools to optimize resources and reduce costs. (source: redherring.com) http://www.redherring.com/investor/2000/0914/inv-evolve091400.html

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