Chris Nerney

Just nine months ago, most of its members were valued at $1 billion or more. Today the largest market cap in the Internet Consultants/Designers sector is a mere $350 million – and shrinking. Which doesn’t make Consultants/Designers the worst-performing Internet sector since last March. That dubious honor probably belongs to the E-tailer or Advertising/Marketing sectors. […]

The beginning of the new year has brought some significant changes to internet.com’s Internet Stock Index, or ISDEX. To meet our goal of making the 50-member ISDEX reflective of the larger Internet economy, we’ve removed 11 companies from the list and replaced them with 11 others. Coming off the ISDEX are: 24/7 Media Aether Systems […]

It came a few days late, but the gift investors have been desperately waiting for arrived Wednesday as the Federal Reserve unexpectedly cut short-term interest rates by a half-point. The decision sparked a huge one-day rally that saw the Nasdaq gain 325 points, or 14.17% – its best single day of trading in history. For […]

Expecting the market to begin 2001 with a clean slate is like expecting your life to change at the stroke of midnight on New Year’s Eve. It just doesn’t work that way – and even if it did, you’d still get a hangover. It would be nice if Tuesday’s terrifying Nasdaq plunge was merely the […]

Last year at this time, in a column titled “A Year To Remember, With Awe,” I detailed the monthly results for Internet public offerings in 1999, which saw an unprecedented number of ‘Net IPOs and first-day run-ups. Noting that 86 of 258 Internet stocks finished their first day of trading with gains of 100 percent […]

Update: As promised in the Morning Report posted early today, I’m adding final numbers so we can close the books on this dismal year. Let’s start with the Nasdaq. Rather than gaining at least 83 points on Friday to avoid its worst year ever, the exchange fell 85 points to 2,471, leaving it with a […]

In last Friday’s Morning Report, I noted that no other Internet sector saw more casualties this year than the E-tailers. Next year that dubious honor may belong to the Advertising/Marketing sector, most of whose members have seen their share prices, market capitalizations and cash reserves shrink to fatally low levels as the very future of […]

Early in the month I wrote about the Security sector, noting the difficulty facing small vendors trying to gain a foothold in the market at the expense of larger, more established competitors. Based on the fourth-quarter disaster alert issued by security products provider Network Associates , it’s clear that even the giants of the sector […]

The Internet Services sector is an amalgam of more than 50 companies targeting widely varying markets and customers. Among them are providers of Web hosting services, domain registrars, Internet job sites, e-mail outsourcers, online educational and learning networks, etc. Thus, it is a group that resists easy categorization. However, two things can be said for […]

Initially I intended to cover the Internet Services sector in today’s Morning Report. However, given that Christmas is coming on Monday, I thought it would be more appropriate to discuss the outlook for the E-tailer sector in 2001. Appropriate and convenient, since many of you are pressed for time today, and a survey of prominent […]

From now until the end of the year, The Morning Report will discuss each of the 13 Internet sectors and which members bear watching in 2001. Today we’ll look at the three largest companies in the E-commerce Enablers sector. i2 Technologies A year ago, it was routinely overshadowed by higher-profile B2B e-commerce software vendors such […]

From now until the end of the year, The Morning Report will discuss each of the 13 Internet sectors and which members bear watching in 2001. On Tuesday we looked at some companies in the Speed/Bandwidth sector. Today we’ll focus on the key Wireless players heading into next year. Palm and Handspring Handheld electronic organizer […]