Chris Nerney

It used to be that words like “portal,” “infrastructure” or “content” would come up when the topic was an Internet public offering. These days, however, it seems you’re just as likely to hear language such as “loyalty programs,” “points,” “awards” and “incentives.” That’s because in the past few weeks we’ve seen an onslaught of IPOs […]

As technology changes and consolidation alters the Internet landscape, it is inevitable that some companies with early promise fade and others emerge to help shape or even dominate their markets. Early this month we took note of some of these trends by adjusting the mix of companies in internet.com’s Internet Stocks Index, or ISDEX. Five […]

On Monday I looked at the acquisition binge sweeping the Internet advertising/marketing sector spurred by the growing rivalry between holding company CMGI Inc. (CMGI) and leading online ad server DoubleClick Inc. (DCLK). There’s another battle looming in the advertising sector, one that pits a current market leader against a well-heeled upstart. The market leader is […]

That online advertising service leader DoubleClick Inc. (DCLK) may be willing to buy 24/7 Media, Inc. (TFSM) at twice its recent valuation is a good sign it takes the CMGI

Christmas came early for Calico Commerce, and maybe for Jupiter Communications as well. While the week isn’t over yet — several Internet IPOs had left the launch pad on Friday — Calico’s Wall Street debut will be hard to surpass. Pricing 4 million shares at $14 each, Calico jumped up to $40 when trading began […]

Yahoo continues to prove Internet naysayers wrong. By continually posting quarterly net profits and beating analysts’ estimates, as it did again Wednesday, Yahoo has shown that a pure Internet company can thrive on the same terms as more traditional businesses — that is, by bringing in more money than it spends. Even more notably, Yahoo […]

The common wisdom among high tech investment professionals these days is that e-commerce companies in general are, along with infrastructure players, the best bets among Internet stocks. Specifically, those firms selling Internet-based business-to-business products and services are the latest Wall Street darlings, though just about any company that in some way enables e-commerce is greeted […]

Picking up momentum since mid-September, the Internet IPO market once again is running at full throttle. This week alone there are about 10 ‘Net offerings slated to debut. The most high profile of the bunch is online grocery service Webvan, which was founded by Borders Group co-founder Louis Borders and whose Web site was open […]

September was a schizophrenic month for Internet IPOs. After nearly two weeks of total inactivity, Internet IPOs flooded the market in the latter half of the month. By the time the smoke cleared, September was tied with August and May for the third-highest number of Internet IPOs in 1999. More significantly, the average first-day performance […]

You’d think it was the beginning of the end for America Online Inc., based on some headlines I saw yesterday in the wake of the announced merger of ISPs EarthLink Network and Mindspring Enterprises. While it’s true that the deal makes the combined entity the second-largest Internet access provider, with 3 million subscribers, the new […]

On Wednesday we looked at Internet companies listed in internet.com’s IPODEX — currently comprised of those going public in July and August — that have had the best after-market performance relative to their first-day closing prices. Today we’ll journey to the bottom of the list to see which Internet stocks have fared the worst since […]

Internet stocks hit some heavy turbulence this summer, particularly in late July and early August. A look at internet.com’s Internet Stock Index shows that from July 1 through Tuesday’s trading, the ISDEX was down 11.1 percent. Also suffering through the recent season of interest rate fears and earnings anxiety were Internet IPOs, a great number […]