Chris Nerney

Given the litigious nature of our society, I’m actually surprised it took this long for someone to launch legal action against a Wall Street Internet analyst. After all, it’s been almost a year since Internet stocks began their painful descent, causing thousands of investors to take a red-ink bath. But should the arbitration case filed […]

It hurts enough when your company’s shares gets slammed by the market after an earnings warning. It’s especially painful, however, when that quarterly warning comes from a customer who in large part blames your product for its shortfall. That’s the unfortunate spot supply-chain software vendor i2 Technologies found itself in Tuesday after Nike said Q3 […]

It may be the shortest month on the calendar, but for Internet stocks, February was long, cold and cruel. Unfortunately, given Federal Reserve Board Chairman Alan Greenspan’s disquieting testimony on the state of the economy to a House panel on Wednesday, there’s a chance March won’t be any better. Which means that before spring, the […]

Last October I wrote that shares of RealNetworks had become a bargain after falling below $20. Since then, RNWK’s price has slowly drifted down into the single-digits – shares closed up 1% to $8.34 on Monday – ostensibly creating an even more enticing buy opportunity for believers in the streaming-multimedia software market leader. But anyone […]

For most of this month, while most other Internet stocks were nosediving, shares of online auction giant eBay hung tough, staying just under $50 through the long Presidents’ Day weekend. Things began unraveling early last week, and on Friday eBay threatened to give back most of its gains from January, when shares rose 49.6%. After […]

It had been more than two years – January 1999, to be exact – since internet.com’s Internet Stock Index finished below 300. But the ISDEX broke that barrier on Thursday, finishing at 296 after tumbling as low as 286 earlier in the session. And unless Internet stocks can reverse this month’s painful descent, the 200 […]

Let’s pretend you missed out on the astounding Internet stock run-up that extended from 1998 through last March, as well as the subsequent crash that made 2000 the worst year ever for the Nasdaq. Rather, you were a latecomer to the game, placing bets only at the beginning of this year. Given the carnage that […]

Last Friday I had the opportunity to moderate a panel discussion on optical networking. Given the big announcements last week from several optical networking companies – Sycamore Networks, Ciena, privately held GiantLoop and, of course, Nortel Networks – the session couldn’t have been more timely. While most of the news was good – Sycamore and […]

Internet stocks performed better this week than they had in the early part of February, but still ended up losing ground as investors adjusted to the sobering reality that the economy won’t be regaining momentum in the foreseeable future. Despite two consecutive days of solid gains, internet.com’s Internet Stock Index, or ISDEX, slipped 1.4% to […]

Shares of Sycamore Networks could have gone either way Wednesday, the first full day of trading after the optical networking equipment maker delivered both good and bad news with its Q2 report. However, investors chose to focus on the positive – the company’s return to profitability and revenues that easily exceeded forecasts – sending shares […]

Back in the spring of 1999, a close friend of mine, a very successful businessman, had been asked to be part of a small group charged with developing a Web site for selling cameras and other optical equipment. Basically, they were being contracted on speculation by a deep-pocketed Internet company to develop the site, which, […]

Monday’s ruling against Napster in a federal appeals court clearly had an immediate and dramatic impact on shares of two other Internet music companies. Less clear is what some investors were thinking. By the time Monday’s final trading bell rang, the two top gainers on the Nasdaq were EMusic.com and ARTISTdirect , which rose 69.2% […]