Chris Nerney

Driven by several strong earnings reports, tech stocks in general – and Internet stocks in particular – continue to perform well in the early part of this new year. Since we checked last week, the Nasdaq has climbed 6.6% to 2859, while internet.com’s Internet Stock Index, or ISDEX, has gained 15.7% to 454. For the […]

After Tuesday’s column about eBay, I was in the mood for another feel-good piece about Internet stocks. And wouldn’t you know it, one dropped right in my lap. Amazingly enough, it involves an e-tailer. Online flower and gift seller FTD.com just announced its second consecutive quarterly profit. Even better, the company also said it should […]

There was a time not long ago when Internet companies could get funded or even go public with business plans that ranged from untested at best to delusional at worst. Push-technology companies, free ISPs, below-cost e-tailers, incubators…virtually none of these saw their strategies or markets develop as originally envisioned. Once they could no longer count […]

If you had asked investors and analysts in 1998 or ’99 which Internet stocks they thought would emerge as big winners, CMGI would have been on most short lists. In fact, a year ago I named CMGI as one of my 10 stocks to watch in 2000, calling the Massachusetts-based operating company the equivalent of […]

A year ago, the general consensus among investors was that B2B e-commerce plays were among the best bets in the universe of ‘Net tickers, while many other sectors were due for hard times. On Thursday, at least, that market wisdom was turned upside down as most Internet stocks enjoyed yet another solid day of trading. […]

The strong rally that began early Wednesday may have lost its steam by the time the market closed, but it still left Internet stocks considerably higher by the end of the day. Indeed, in this year’s opening weeks, ‘Net tickers clearly are outperforming the Nasdaq, as measured by internet.com’s Internet Stock Index, or ISDEX. Through […]

Talk about timing. Just a week after Cisco Systems CEO John Chambers acknowledged that the current quarter has been “challenging” for the networking giant, the company’s most highly touted rival, Juniper Networks , hits a grand slam with a Q4 earnings report that smashed street expectations. If only JNPR shares weren’t overpriced. The maker of […]

Another reporting season is getting under way, and judging by the market’s initial underwhelming response, it looks like Internet companies will once again be running a rugged gauntlet as investors continue to ratchet up earnings expectations and drive down stock prices. Several ‘Net companies in the past week released Q4 figures, including Yahoo, Ariba and […]

Someday I’ll write a cheery piece about an Internet sector bursting with promising investment opportunities for value-hungry stock traders. But it won’t be today, because we’re looking at ISPs/Access Providers, a sector facing major consolidation as countless struggling ‘Net service providers succumb to that toxic mixture of high overhead, tiny margins, deep losses and dwindling […]

Given its status as the world’s most important networking company, one would expect bad news from Cisco to drag down other Internet-related stocks. But internet.com’s Internet Stock Index, or ISDEX, not only withstood downward pressure on Wednesday from Cisco Systems CEO John Chambers’ comments that the current quarter has been “more challenging” than company executives […]

Tuesday’s Morning Report looked at the current state and outlook of portal companies targeting markets in China and Latin America. Today we’ll focus on portals that primarily serve Internet users in the U.S. Two of the domestic portals are among the largest and most successful Internet companies – America Online and Yahoo , though AOL […]

Remember all that investor excitement about those wide-open international mega-markets in China and Latin America? Back in 1999, aspiring portal companies and their backers were salivating at the prospect of capturing the online allegiance of millions of new Web surfers and shoppers in untapped and underserved markets. Things haven’t quite worked out as expected for […]