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Author Topic:   Net Investing
InvestorGuide Weekly
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posted 04-09-2001 12:21 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
John Hagel, one of the best-known authorities on the Internet, hardly appears to be losing sleep over the year-long decline of dot-coms. In fact, he is quite optimistic about the future of e-business in general, provided the industry wakes up to the need for new strategies. (source: CNET) http://news.cnet.com/news/0-1007-200-5198023.html

The leaders of the Internet world are rushing into the abyss, coming up with new ways to charge users for their once-free services every day. The latest entrant in the pay-to-play derby is Yahoo, which will offer "premium" financial information for a monthly fee. It's a tempting strategy to follow. Who can pass up multiple revenue streams, however much of a trickle they may be at first? But this columnist argues that most Internet companies need to have the guts to stand alone. They should choose a different direction. They should adopt New Hamsphire's state motto: Live Free or Die. (source: E-Commerce Times) http://www.ecommercetimes.com/perl/story/8765.html

A new report suggests that the online advertising sector is not all that bad -- and actually could be getting better. According to the report from analyst Allen Weiner, who tallied Web campaigns launched in mid-first quarter, the optimism stems from what could be the long-awaited shift from dot-com cash to traditional ad money. (source: InternetNews) http://www.internetnews.com/IAR/article/0,,12_734201,00.html

InvestorGuide Daily
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posted 04-06-2001 09:57 AM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Taking AIM: did AOL shoot itself in the foot in the instant messaging war with Microsoft? (source: Cnet) http://news.cnet.com/news/0-1005-201-5464191-0.html

InvestorGuide Daily
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posted 04-04-2001 05:19 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Internet giant Yahoo and German software company SAP announced Wednesday that they have joined forces to develop and sell Web portals designed for use within businesses. The service will offer content determined by each user's role in the company, such as human resources information, financial news, stock portfolios or sales-tracking applications. (source: CNET) http://www.investorguide.com/cgi-bin/daily.cgi?03828

InvestorGuide Daily
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posted 04-03-2001 05:52 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
AOL Time Warner employees are bracing for a second round of layoffs amid rising tensions and executive infighting within the company, sources close to the media giant said. While the company denies “rumors” of additional layoffs, sources say the atmosphere within AOL Time Warner is one of tension and uncertainty. (source: MSNBC) http://www.msnbc.com/news/553572.asp

eBay has revised its privacy policy, clearing the way for user information to be transferred to a third party if the auction leader is sold or merged. (source: E-Commerce Times) http://ecommercetimes.com/perl/story/8654.html

In a move that raises the ante in the great digital music gamble, BMG, Warner and EMI have agreed to license their music on a nonexclusive basis to a new company called MusicNet. The deal pits the trio against the other two Big Five music companies – Universal and Sony.(source: The Standard) http://thestandard.com/article/display/0,1151,23296,00.html


InvestorGuide Weekly
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posted 04-02-2001 07:07 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Opening Day for major league baseball is upon us, meaning that All-Stars like Pedro Martinez and Sammy Sosa will not only roam the hallowed grounds of Fenway Park and Wrigley Field -- but Qualcomm Stadium and Network Associates Coliseum as well. In recent years, several tech firms have signed agreements -- for as long as 30 years and in excess of US$100 million -- to obtain the naming rights for major league baseball stadiums. Amid a sluggish economy, wobbly consumer confidence and of course, the dot-com shakeout, it is natural to wonder whether money spent to sponsor a non-tech pursuit, such as baseball, is money well spent at all. (source: E-Commerce Times) http://www.ecommercetimes.com/perl/story/8577.html

For the Internet segment, March came in like a lion, and is apparently leaving the same way -- mean and ornery. The month was a miserable one for the faltering dot-com segment, and the end is not yet in sight. The problem is compounded, according to analysts, by the fact that April and much of the rest of the year could be a continuation of hard times. And as dot-coms continue to close and established Web companies tighten their belts, two of the largest firms in the segment are not offering much help. (source: NewsFactor) http://www.ecommercetimes.com/perl/story/8583.html

Every so often the market becomes enamored of story stocks -- companies that promise to capture a trend, to shower their investors with untold riches by riding a wave of technological innovation. The story of story stocks is nothing new -- witness railroad companies more than a century ago, motorcar companies a few decades later, radio stocks in the 1920s, and most recently, startup technology companies, especially Internet plays. (source: Upside) http://www.upside.com/Opinion/3ac258081.html

InvestorGuide Daily
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posted 04-02-2001 06:44 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In the race to deliver premium broadband services over the Internet, RealNetworks may be widening its early lead. The streaming technology and services company could be within seven days of licensing music from three major record labels for online music subscriptions. (source: Upside) http://www.upside.com/DigitalMedia/3ac500eb7.html

Internet powerhouse eBay is gearing up to move beyond its auction listings base with an e-commerce hosting service, according to a report published Monday in an industry journal. (source: E-Commerce Times) http://www.ecommercetimes.com/perl/story/8547.html

InvestorGuide Daily
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posted 03-28-2001 09:27 AM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Internet consulting firm Viant said Tuesday that it has laid off 38 percent of its workforce and is closing several offices because an "increasingly challenging demand environment" has caused it to miss analysts' expectations. The company's announcment is just the latest evidence of the meltdown taking place across the board in the web consutling industry. (source: The Standard) http://www.thestandard.com/article/display/0,1151,23145,00.html

InvestorGuide Daily
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posted 03-26-2001 05:58 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Amazon is on the prowl. The Seattle Internet superstore is actively seeking partnerships with traditional and online merchants that could involve Amazon handing off responsibilities for some of its retailing categories. (source: MSNBC) http://www.msnbc.com/news/549838.asp

InvestorGuide Weekly
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posted 03-26-2001 10:53 AM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
At one point, it seemed that everyone wanted their own portal. Now, Yahoo has clearly won the battle for portal dominance, but what did they win? (source: eCompany) http://ecompany.com/articles/mag/0,1640,9583,00.html

InvestorGuide Daily
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posted 03-23-2001 06:01 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Staples earlier this week admitted defeat in its plan to spin off its Internet unit as a separate company. The online unit, Staples.com, posted a loss of $11.5 million last year, and doing a public offering of the unit was clearly impossible given the general market downturn. But the way Staples is unwinding the failed spinoff plan has raised lots of eyebrows on Wall Street. (source: MSNBC) http://www.msnbc.com/news/548611.asp

InvestorGuide Daily
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posted 03-22-2001 06:05 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Trying to make money off their Internet offspring didn't turn out as well as some old-economy companies had hoped. Now what? (source: Red Herring) http://www.redherring.com/index.asp?layout=story&channel=20000002&doc_id=1270018327

In Brief:
- Reuters, backed by Microsoft technology, is to introduce an open-standards based instant messaging (IM) product for the financial services industry that could eventually lead to trading by instant message.

InvestorGuide Daily
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posted 03-22-2001 09:44 AM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
DoubleClick, the online advertising network, on Wednesday said it would cut 10 percent of its workforce and make strategic changes to its media business in an effort to improve efficiency. (source: Upside) http://www.upside.com/texis/mvm/news/wire?id=3ab8d7261c3

InvestorGuide Daily
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posted 03-20-2001 06:20 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Institutional investors are upping their stakes in some downtrodden e-commerce stocks, which remain fairly volatile despite the conventional wisdom that such large investors as mutual fund and pension managers can stabilize a stock. (source: CNET) http://news.cnet.com/news/0-1007-200-5195495.html

The price on any product or service should reflect its value. Small wonder, then, that Internet companies are in a major quandary. After years of giving away e-mail, news, digital address books, and calendaring services, they're stuck trying to convince consumers that--oops!--they meant to charge for that stuff. It's bound to be a painful, if not impossible, transition, and it could come at the cost turning off loyal users. (source: Forbes) http://www.forbes.com/2001/03/20/0320free.html

InvestorGuide Daily
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posted 03-19-2001 06:15 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Microsoft unveiled a set of software building blocks, grouped under the code name HailStorm, for its .Net software-as-a-service strategy. Along with HailStorm, Microsoft marshaled out new versions of its Web-based Hotmail e-mail service, MSN Messenger Service, and Passport authentication service. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,5079751,00.html

InvestorGuide Weekly
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posted 03-19-2001 12:13 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
As companies from AOL Time Warner to Tellme Networks try to merge the worlds of the Net and the telephone, a few are finding themselves caught in the web of regulations meant to restrain the giant phone companies. (source: CNET) http://news.cnet.com/news/0-1004-200-5081075.html


In Brief:
- Contrary to negative media hype, many online retailers are succeeding, according to a new report from ActivMedia Research. The report finds that half of B2C retailers, a third of B2B companies, and one fourth of content sites and ISPs have already achieved profitability, and most others plan to reach profitability within a few years.

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