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Author Topic:   Net Investing
InvestorGuide Daily
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posted 07-14-2000 06:15 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
The Wall Street Journal asks, "Who was behind the internet bubble?" (source: MSNBC) http://www.msnbc.com/news/432814.asp

Marketwatch does some due diligence on internet juggernaut AOL. (source: MarketWatch) http://www.marketwatch.com/archive/20000713/news/current/aol.htx

InvestorGuide Daily
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posted 07-13-2000 06:40 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
When I hear all the din about the power of Napster and MP3 to overthrow everything everybody knows about doing business online, an album title by Elvis Costello comes to mind: This Year's Model. Just as the tired tune about how e-retailers would tromp retailers played at the top of the hype list a year ago, so does this idea play in the media like the Macarena. (source: TheStandard) http://www.thestandard.com/article/display/0,1151,16727,00.html

A Goldman Sach's etailing analyst discusses the "doom loop" effect of weak revenues on e-commerce companies. (source: Cnet) http://www.news.com/Perspectives/Column/0,176,462,00.html

In a change from earlier plans, eBay Inc. said it would cut back its live auction business and redouble its efforts to sell more high-end art and antiques on the Internet. (soiurce: MSNBC) http://msnbc.com/news/432312.asp

InvestorGuide Daily
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posted 07-11-2000 06:06 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Yahoo beat the street, kicking off another earnings season in style. The company reported earnings of $0.12 per share compared to expectations of $0.10. (source: Cnet) http://news.cnet.com/news/0-1005-200-2241092.html

InvestorGuide Weekly
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posted 07-11-2000 10:19 AM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Internet stocks have been getting pummeled. Are there any bargains to be had? (source: Internet Stock Report) http://www.internetstockreport.com/tracker/article/0,1785,1711_410271,00.html

Investorville's Question of the Month for July asks a similar question. To get involved in the discussion or to see what others are saying, visit http://www.investorville.com/ubb/Forum30/HTML/000017.html

Internet investors have been worrying about the amount of cash in dot-com coffers, but Upside suggests sequential growth is another metric that merits investigation. (source: Upside) http://upside.com/texis/mvm/story?id=39636c710

Layoffs in the digital world fired up in May and June, and there may be more to come. (source: CNNfn) http://cnnfn.com/2000/06/30/career/q_dotcomayoffs/

The flood of dot-coms rushing into the public market has sharpened the SEC's focus on internet businesses and their accounting practices. (source: Business 2.0) http://www.business2.com/content/channels/ebusiness/2000/06/28/13593

InvestorGuide Daily
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posted 07-10-2000 06:35 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
PeopleSoft today detailed its suite of Internet-based business applications, two years in the making, and unveiled a host of new products. (source: Cnet) http://news.cnet.com/news/0-1007-200-2233924.html

Amazon has begun pursuing an auction strategy far different from eBay's — turning its auction page into a virtual outlet mall for retailers to liquidate overstocked merchandise. (source: MSNBC) http://www.msnbc.com/news/430073.asp

Reports to the contrary, internet advertising is not dead yet. (source: Forbes) http://www.forbes.com/tool/html/00/Jul/0710/mu6.htm

MarketWatch's Thom Calandra says content will be king in six months when the broadband infrastructure is set. (source: MarketWatch) http://ft.marketwatch.com/news/story.asp?guid={41E3DA93-23C5-4399-A782-909C4690CC23}

P2P, or peer-to-peer, is the latest buzzword in silicon valley. But this author feels there is no money to be made in this venue. (source: Upside) http://upside.com/Larry_Magid/396a03470.html

InvestorGuide Daily
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posted 07-07-2000 06:19 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Even as traders have flat out rejected the get-customers-at-any-price model, Amazon just won't let up. (source: eCompany) http://www.ecompany.com/articles/web/1,1653,6884,00.html

Jim Jubak says growth stocks have their weak moments, and that's the time for long-term investors to buy in. Here's how to time your purchase -- and 10 to buy now. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/5581.asp

In brief:
- Andrea Williams Rice, an analyst at Deutsche Banc Alex. Brown downgraded Yahoo to a “buy” from a “strong buy,” citing slower-than-expected revenue growth and valuation “considerations.”

InvestorGuide Daily
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posted 07-06-2000 06:17 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
According to VentureOne's Jean Yaremchuk, the next wave of internet development will feature online delivery not of physical books, CDs and videos, but of the bytes that comprise them, as well as the devices used to store and replay the data. (source: Cnet) http://www.news.com/Perspectives/Column/0,176,456,00.html

InvestorGuide Daily
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posted 07-05-2000 06:07 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Internet investors have been worrying about the amount of cash in dot-com coffers, but Upside suggests sequential growth is another metric that merits investigation. (source: Upside) http://upside.com/texis/mvm/story?id=39636c710

E-Commerce Times' Kevin Reagan says that failed etailers are betraying their customers and may be permanently damaging the future of the industry. (source: E-Commerce Times) http://www.ecommercetimes.com/news/viewpoint2000/view-000705-1.shtml

InvestorGuide Weekly
Administrator
posted 07-03-2000 10:53 AM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Some people see the slump in dot.com share prices as marking the death of e-commerce. In fact, markets are just valuing e-commerce firms more sensibly. (source: Economist) http://www.economist.com/editorial/freeforall/current/index_sb4388.html

Some dot-com failures are resorting to selling information their customers may have thought would remain under lock and key as they scramble to find assets that can be sold to appease creditors. (source: CNet) http://news.cnet.com/news/0-1007-200-2176430.html

On Wednesday at PC Expo, Amazon.com's CEO defiantly dismissed a negative report about his company's prospects written last week by a convertible bond analyst at Lehman Brothers. (source: Red Herring) http://www.redherring.com/investor/2000/0629/inv-bezos062900.html

A copy of the Declaration of Independence that was printed in 1776 and discovered behind a $4 flea-market painting in 1989 was sold over the internet for $7.4 million. http://www.mercurycenter.com/business/top/047240.htm

InvestorGuide Daily
Administrator
posted 06-30-2000 06:37 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Business-to-business Web sites may offer the potential for cheaper and faster transactions, but regulators are nervous about what might happen when competitors are brought closer together. http://www.marketwatch.com/archive/20000630/news/current/ftc_b2b.htx

A new wave of mergers and acquisitions will soon alter the landscape of ebusiness, invigorating ecommerce industries and allowing a stronger set of companies to emerge as the new leaders. (source: Business 2.0) http://business2.com/content/channels/investing/2000/06/28/13613

Jim Jubak suggests building a core portfolio from the best of his '50 Best' stocks. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/5496.asp

InvestorGuide Daily
Administrator
posted 06-29-2000 06:30 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Six major airlines are banding together to launch their own website for cheap air-travel ticket sales, and that's not good news for shareholders of the Web's reigning discount air-travel king, Priceline.com. (source: E-Comemerce Times) http://www.ecommercetimes.com/news/articles2000/000629-9.shtml


Legg Mason analyst Randy Befumo presents the case for Amazon.com in a three-part series (source: TheStreet.com):
Part 1 looks at 5 key issues facing Amazon: http://www.thestreet.com/comment/herbonthestreet/979871.html
Part 2 rebuts the claim that Amazon is running out of money: http://www.thestreet.com/comment/herbonthestreet/979915.html
Part 3 makes a case for Amazon as a great investment: http://www.thestreet.com/comment/herbonthestreet/979956.html

InvestorGuide Daily
Administrator
posted 06-28-2000 05:29 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Amazon.com's stock has fallen by more than two-thirds, and some observers even question whether it will survive without a shotgun marriage to a deep-pockets partner. It's not a profitable company, won't be one any time soon and has $72 in debt for every active customer. (source: Washinton Post) http://www.washingtonpost.com/wp-dyn/articles/A6929-2000Jun27.html

InvestorGuide Weekly
Administrator
posted 06-26-2000 12:14 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
The Application Service Provider (ASP) market is taking off slower than expected. (source: Red Herring) http://www.redherring.com/vc/2000/0620/vc-asp062000.html

CNet has a special report asking the question: Is the digital economy doomed? (The answer: Of course not.) http://news.cnet.com/news/0-1007-201-2084725-0.html

What is viral marketing? Hardly a business plan comes through Draper Fisher Jurvetson's door without some mention of a viral marketing strategy. (source: Cnet) http://www.news.com/Perspectives/Column/0,176,452,00.html

If a company's cash minus its debts is greater than its market cap, the stock must be a bargain, right? Not necessarily. (source: Wired) http://www.wired.com/news/business/0,1367,37111,00.html

InvestorGuide Daily
Administrator
posted 06-23-2000 06:10 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Shares of Amazon slumped more than 14% Friday after Lehman Brothers characterized the e-tailer’s credit quality as deteriorating and advised investors to avoid the company’s convertible securities. Shares of Amazon lost 6 1/16 to 35 15/16 in early trading, on the heels of a drop of nearly 9% Thursday. (source: MarketWatch)
http://www.marketwatch.com/archive/20000623/news/current/amzn.htx

Goldman Sachs' Anthony Noto is highly respected as one of the most knowledgeable analysts in the dot-com world. But his recent listing of several online companies -- separating firms that are in the pink from those gasping for air -- should have everyone casting a more skeptical eye toward all "industry analyst predictions." The three-tiered list is top-heavy with Goldman Sachs underwriting clients. (source: E-Commerce Times) http://www.ecommercetimes.com/news/viewpoint2000/view-000623-1.shtml

hecubus
posted 06-23-2000 12:55 PM     Click Here to See the Profile for hecubus      Reply w/Quote
Cramer's been covering the PLanetRX situation for the past couple of days and posted this story today: http://www.thestreet.com/comment/wrongtactics/972210.html

It is an attempt to use PlanetRx as a case study for the dot-com world--what lessons can be taken from it, what looked good about the company, made you think it was can't miss, when in reality they provided false hope. Worth checking out.

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