posted 11-14-2000 03:18 PM         

Many internet stocks are down 90% from their highs. Volatility is higher than ever. Are these companies real? Is there any way to make sense of this? What can Internet CEOs do? What can investors do? Join Tim Koller, co-author of "Valuation: Measuring and Managing the Value of Companies" for an on-line chat about the challenges of valuing Internet Companies.

Wednesday, November 15, 5 PM EST, Tim will be on hand to discuss valuation and answer your specific questions on valuation in the new economy. Tim will argue that recent events, while extreme, are not unprecedented. We can learn from history that innovation brings uncertainty and euphoria. It is part of the natural path of entrepreneurial capitalism.

Tim Koller is not only the co-author on Valuation, but he is also a partner at McKinsey & Company, Inc. -- the leading international management consulting firm since 1926 -- and co-leader of its corporate finance and strategy practice. He specializes in restructuring, M&A, and corporate strategy.

So, please join us at 5 p.m. (EST) on Wednesday, November, 15th to talk with one of the leading experts in the filed of valuation. Just go to Wiley's Valuation Website at: http://www.wileyvaluation.com

posted 11-13-2000 06:10 PM         

A new Internet audience measurement survey suggests that on-line shoppers are AWOL so far this holiday season, causing doubts about whether the much hoped for year-end holiday blitz can save the struggling e-tail industry. (source: Upside) www.upside.com/News/3a1028c31.html

posted 11-10-2000 05:13 PM         

Morgan Stanley Dean Witter downgraded Intel this morning to neutral from outperform. The firm also cut Intel's 2000 earnings to $1.68 from $1.70; 2001 earnings to $1.65 from $1.75. Shares of the chip maker dropped almost 10% today. (source: Washington Post) http://washingtonpost.com/wp-dyn/articles/A60888-2000Nov10.html

Some customers attempting to sign up for MSN HighSpeed satellite service through RadioShack stores say the terms and conditions have proven a little too subtle for them. Little did the consumers know as they pre-ordered the service that Microsoft would require them to purchase brand-new Compaq computers that start at $799. (source: ZDnet) http://www.zdnet.com/zdnn/stories/news/0,4586,2652004,00.html

The quest to predict the Next Big Thing is an ongoing battle. Red Herring's staff looks into their crystal ball and try to guess what the top ten trends of 2001 will be. They also give you a chance to look back at the magazine's picks for 2000 and see how they fared. (source: Red Herring) http://redherring.com/mag/issue86/mag-computing-86.html

Former DSL high-flier Copper Mountain has fallen off its peak, with its shares dropping 90% since their high in July. How could savvy investors seen this precipitous fall coming? (source: Business 2.0) http://business2.com/content/channels/investing/2000/11/10/22436

What's up next for Cisco as the company matures and its growth slows? This columnist feels that Cisco's future is not dependent upon what it is selling, but what the company is buying. (source: Red Herring) http://redherring.com/investor/2000/1109/inv-pc110900.html

posted 11-07-2000 06:04 PM         

A federal judge ordered Microsoft to pay privately held software company Bristol Technology $3.7 million in legal fees, in addition to $1 million awarded for unfair trade practices. The ruling also entitles Bristol, which had asked for nearly $6 million to pay its legal bills, to request a new trial on other antitrust counts. (source: The Street) http://www.thestreet.com/tech/software/1162215.html

posted 11-06-2000 03:31 PM         

Are Bbiotech startups the wave of the future? Are Eelectronic communications networks pushing out the Nasdaq? Red Herring's editors come through with the key influences, from computing to venture capital, that will shape 2001. (source: Red Herring) http://www.redherring.com/mag/issue86/mag-trends-86.html

Your worst dreams came true: The dot-com death count is mounting, and even tech blue chips like Lucent are down 70% off their highs. There have been few safe havens, with the Nasdaq overall down 20%30% from its highs. Now it's time for a deep breath -- and a little action. (source: Money) http://www.money.com/money/depts/investing/msg/intro.html

posted 11-03-2000 06:16 PM         

Viacom finalized its plans to acquire BET Holdings, owner of the nations only cable TV network aimed especially for blacks. Viacom will pay $2.5 billion in stock and assume $500 million in debt. (source: Washington Post) http://washingtonpost.com/wp-dyn/articles/A6315-2000Nov3.html

IBM's announcement that it would not use Transmeta's Crusoe processors in its new laptop is thought as a blow to the new chip company's IPO. However, Transmeta just upped the price range for next week's scheduled offering and should not be thought of as a one-trick pony. (source: Red Herring) http://redherring.com/ipo/2000/1103/ipo-transmeta110300.html

posted 11-02-2000 06:58 PM         

Craig Barrett, Intel’s president and chief executive on Wednesday forecast 2001 sales growth in the “high teens” and a slew of faster processors and new products from the world’s largest computer-chip maker as it taps new, fast-growing markets. (source: MSNBC) http://www.msnbc.com/news/484360.asp

In the never-ending soap opera that is Rambus, there's never a dull moment. But after the plot twists of this week, the future of the petulant intellectual property company is becoming tragically clear, and there's a growing chance that this former superstar is going to get written out of the script. (source: Red Herring) http://redherring.com/investor/2000/1102/inv-rambus110200.html

This columnist thinks that gimmicks designed to boost a failing stock price, such as those recently employed by Worldcom, are a sure fire sign of real trouble. (source: MSNBC) http://www.msnbc.com/news/484014.asp

In Brief:

- IBM canceled plans to use a Transmeta chip in a new Thinkpad laptop that was to come out later this year, dealing the upstart chip maker a blow just days before it expects to offer shares to the public. IBM declined to give a reason for its decision.

posted 10-31-2000 06:22 PM         

NTT is also reportedly in talks to acquire a minority stake in AT&T Wireless. According to the report, DoCoMo is considering a 10 to 20 percent stake in the wireless arm of AT&T, a move that would be in line with its previously stated goals of taking overseas minority investments. (source: MarketWatch) http://www.marketwatch.com/archive/20001031/news/current/awe.htx

Level 3's business plan is to bury $14 billion in the ground, and it's well on its way, currently burning through $121 million a week. Upside takes an in-depth look at the company that hopes to be the next to make its name synonymous with its market (a la Intel and Microsoft). (source: Upside) http://www.upside.com/texis/mvm/ebiz/story?id=39f883520

posted 10-30-2000 06:05 PM         

A Microsoft spokesperson said yesterday that a hacker gained high-level security access for only 12 days, not the 5 weeks previously reported. The spokesperson stressed that Microsoft source code was neither corrupted nor copied, though some industry experts question the certainty possible behind that claim. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2646430,00.html

IBM announced today several new products and services designed to make it easier for businesses to offer e-commerce through wireless devices, including e-commerce software that can connect wireless devices to servers, new high-powered servers, and m-commerce hosting services. (source: Wireless NewsFactor) http://wireless.newsfactor.com/news/articles2000/001030-wls1.shtml

Oracle's new suite gives its one-stop shop strategy a new meaning. What does that mean for companies like PeopleSoft, SAP, and Siebel? (source: Red Herring) http://www.redherring.com/investor/2000/1030/inv-oracle103000.html

This article takes a look at how tech industry executives weigh in on presidential election. (source: CNNfn) http://cnnfn.cnn.com/2000/10/30/technology/election_tech