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Tim Boyd

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Tim Boyd

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MercadoLibre: Buying on Weakness for Long-Term Returns
on Sun, Jan 20, 2008 • MELI • 2 Comments
Blue Nile: Virtual Free-Fall From September High
on Thu, Jan 17, 2008 • NILE • 2 Comments
AmTech's Top Stock Ideas for 2008
on Sun, Jan 13, 2008 • AMD, AMZN, FRX • Comment!
Amazon's a Sell - AmTech Research
on Tue, Jan 8, 2008 • AMZN • 2 Comments
Launch of AppStore Allows Salesforce.com to Raise FY2008 Revenue Outlook
on Wed, Dec 13, 2006 • CRM • Comment!
Blue Nile to Be Added to S&P 600
on Wed, Dec 13, 2006 • NILE • Comment!
eBay: Strong Seasonality Effect Kicking In
on Wed, Nov 29, 2006 • EBAY • 1 Comment
Caris: Salesforce Estimates Remain Virtually Unchanged Based On Recent Earnings Report
on Mon, Nov 20, 2006 • CRM • Comment!
U.S. E-Commerce: Penetrating Offline Retail Sales At An Accelerating Pace
on Mon, Nov 20, 2006 • EBAY, AMZN, NILE • Comment!
Blue Nile Reports Modest Beat and Raise Quarter - 4Q Should Be Even Better
on Wed, Nov 1, 2006 • NILE • Comment!
Amazon's Recent Earnings: Nothing More Than a "Modest Beat & Raise" Quarter
on Wed, Oct 25, 2006 • AMZN • Comment!
Caris & Company's Quarterly Preview: Internet Companies
on Mon, Oct 16, 2006 • GOOG, YHOO, EBAY • 1 Comment
Interactive Advertising Bureau Reports Strong U.S. Internet Ad Growth During 2Q'06
on Tue, Sep 26, 2006 • GOOG, YHOO • Comment!
Is $1 Billion a Fair Price For Facebook?
on Thu, Sep 21, 2006 • YHOO • 1 Comment
eBay's Core Listings Remain Solid - Shares Remain Materially Undervalued
on Wed, Sep 20, 2006 • EBAY • 3 Comments
NILE Shares Approaching Target Valuation; Recommend Buying On Weakness
on Wed, Sep 20, 2006 • NILE • Comment!
Move Inc.'s Not Yet Consistent Enough On Profits To Warrant Buying
on Mon, Sep 18, 2006 • MOVE • Comment!
eBay Listings for 3Q'06 Continue to Track Ahead of Estimates
on Wed, Sep 13, 2006 • EBAY • Comment!
Amazon Unbox: A Little Too Far Ahead of its Time
on Mon, Sep 11, 2006 • AMZN • Comment!
eBay's 3Q'06 Listings Tracking Ahead of Estimates; Mix Shifting in Favor of Core
on Thu, Sep 7, 2006 • EBAY • Comment!
Google Apps: A Long-Term Threat to Microsoft's Packaged Software Business
on Tue, Aug 29, 2006 • GOOG, MSFT • Comment!
eBay to See Greater Upside Than Google From Multi-Year Advertising Deal
on Tue, Aug 29, 2006 • GOOG, EBAY • Comment!
Launch of "Salesforce for Google AdWords" Demonstrates the Power of AppExchange
on Fri, Aug 25, 2006 • GOOG, CRM • 1 Comment
eBay's 3Q'06 Listings Outpacing Expectations
on Thu, Aug 24, 2006 • EBAY • Comment!
U.S. E-Commerce Penetrating Offline Retail Sales at an Accelerating Rate
on Tue, Aug 22, 2006 • EBAY, AMZN, NILE • Comment!
Data Suggests Google's Domestic Market Share Diminished in July
on Tue, Aug 22, 2006 • GOOG • Comment!
Move, Inc. Posts Solid Quarter, But GAAP Profitability Now Looks Like a 2007 Story
on Wed, Aug 9, 2006 • MOVE • Comment!
eBay QTD Listings Continue to be Led by Strong International Growth
on Wed, Aug 2, 2006 • EBAY • 1 Comment
Blue Nile's Beat Quarter: Outlook Continues to be Good for 2H06
on Wed, Aug 2, 2006 • NILE • Comment!
eBay Listings Off to a Strong Start In 3Q06
on Thu, Jul 27, 2006 • EBAY • 2 Comments
Microsoft's June Quarter: Mixed Results, Outlook Uncertain
on Mon, Jul 24, 2006 • MSFT • Comment!
Google's June Quarter -- Still Our Top Internet Pick
on Mon, Jul 24, 2006 • GOOG • Comment!