Chris Nerney

Back in April I wrote about the recently filed IPO of GoTo.com, a pay-for-positioning search engine whose business model was, in my mind, unproven. Two recent measurements of the company’s growth, however, indicate that GoTo.com (GOTO) so far appears to be successfully executing its game plan. Early this month the released its first quarterly earnings […]

It finally cooled off, dropping almost 20% from Tuesday to Thursday’s market close, but Phone.com remains the biggest gainer of all Internet stocks in the past month. Shares of PHCM were back up again Friday, too, even as the Nasdaq and most Internet stocks were being battered. After closing Thursday at $115 per share — […]

Two of the fastest-rising Internet stocks in the past week belong to companies using different strategies to unite the Internet and telephones. Both companies are coming off recent successful IPOs and each has generated a buzz among investors with news of key partnerships and alliances. But both Net2Phone (NTOP) and Phone.com (PHCM) are in markets […]

The rest of the market may lack direction in the wake of the Federal Reserve’s decision Tuesday to raise interest rates by .25%, but there’s no mistaking where Internet stocks are heading: Straight up. ‘Net shares continued to climb Wednesday, building on Tuesday’s surge following the Fed’s afternoon announcement. One of the fastest climbers has […]

It won’t take long to review the Internet IPOs expected to debut this week. There are only two on the schedule, both of which are business-to-business e-commerce plays. But despite targeting a hot niche and having a relatively clear playing field, neither of these IPOs should make much of a stir in their ticker debuts. […]

In mid-July we saw that shares of most Internet companies which had launched IPOs in the previous three months – 45 of 75, or 60%, to be exact – were trading above their respective first-day closing prices. That, however, was just at the beginning of the mid-summer swoon which dragged Internet stocks well into August, […]

We’ll find out Tuesday if the Federal Reserve will raise interest rates to slow down the white-hot U.S. economy. But here’s one thing we already do know: The fear and uncertainty about a rate hike has helped chill the Internet IPO market to the point where the monthly total of Internet IPOs will go down […]

Good news tends to be wasted in a down market, but two items this week underscore the fundamental strength of Internet caching and search engine software player Inktomi Corp. First, a report released Thursday by the Internet Research Group projects that demand for Internet caching will grow from $287 million this year to $2.2 billion […]

Back in late May I wrote that we could see more Internet companies bail out of planned IPOs because a glut of offerings and a downturn in ‘Net stock prices was hurting first-day performance. While the Internet IPO pipeline may not have thinned – companies just keep on filing those S-1s, and each month brings […]

Last Thursday I wrote that e-tailers should enjoy a resurgence on Wall Street as holiday shopping activity picks up momentum. Obviously some e-tail companies and stocks will fare better than others. Still, look for the sector as a whole to outperform most other sectors as the millennium winds down and spending gears up. Of all […]

Online auction leader eBay Inc. has seen its stock surge in the week since the company announced the hiring of Gateway Inc. top Internet technologist to help reduce the number of service outages that have acted as a drag on share prices. (EBAY) closed at $79.63 last Monday, the day Gateway CIO Maynard Webb was […]

In Friday’s Morning Report, Tom Taulli notes that through Thursday, the ISDEX is down just 1.7 percent for the past week, a clear sign that Internet stocks are beginning to stabilize. If you take a look at what’s been happening since Tuesday, the situation looks even more promising. If the ISDEX can hang on for […]