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- PayPal founder says Internet stocks are "badly overvalued"
- DoubleClick/Nielsen survey may imply comparison shopping surprise
- IACI spin-off is an admission of failure
ComScore predicts 23-26% growth in online retail holiday sales
Dec. 21, 2004 • Comment!
- Rent.com aquisition makes Homestore look cheap
- Business Week says invest in Internet advertising stocks
- Analysts don't like eBay's Rent.com acquisition
- Forrester predicts lackluster online holiday sales
- eBay announces aquisition of Rent.com
- E*Trade and the difference between technology producers and consumers
- Click-fraud & the public Internet companies
Will the price of gold fall after the gold ETF goes live?
Nov. 18, 2004 • Comment!
- HP (HPQ) on where the real money is
- Gold ETF this week?
Internet investing: A new world of fragmentation and transparency
Nov. 14, 2004 • Comment!
Four emerging Internet trends for investors
Nov. 12, 2004 • Comment!
- Blockbuster (BBI) quietly cuts DVD rental prices again
- InterActiveCorp (IACI) discusses the online travel market (3Q04 conf call)
- Netflix (NFLX) loses its future in a game of chicken
Micro-cap ETF soon?
Nov. 1, 2004 • Comment!
Why exchange-traded funds could alter the investment landscape
Oct. 28, 2004 • Comment!
If Bill Gross is right, how should equity managers invest?
Oct. 28, 2004 • 2 Comments
- Zoran (ZRAN) and ESS (ESST) predict a slump in DVD chip sales
- Why the buy-side doesn't understand Shopping.com (SHOP)
- Five quick thoughts on Shopping.com (SHOP)
- Cendant's travel business in transition (quotes from the 3Q04 conf call)
- Planar Systems (PLNR) comments on the flat-panel market
- Extreme Networks (EXTR) comments on the enterprise data networking market
- Cirrus Logic (CRUS) comments on the DVD player/recorder market
- Stamps.com (STMP) moves to profit (3Q04 earnings)
- Pixelworks (PXLW) comments on Dell's lead in flat-panel TV pricing
- Corning (GLW) comments on the flat-panel and optical fiber markets