Tom Taulli

As we prepare for barbecues and fireworks, the IPO market has been celebrating beforehand. However, next week will only have a handful of IPOs because of the Fourth of July holidays. Keep an eye on Exfo. Based in Canada, the company develops test equipment for the fiber industry. And, as everyone knows, investors are enamored […]

Sagent is a developer of e-business intelligence solutions. Basically, the technologies help companies focus on two key areas: costs and revenues. Think of the technology as providing a 360-degree view of a business – in real-time. Because technology is moving so fast, Sagent’s technology is based on an application service provider (ASP) model. For example, […]

With a variety of Net companies disintegrating, the clicks-and-mortar strategy is definitely becoming more attractive. In fact, there is a recent book on the subject called — you guessed it – “Clicks and Mortar.” The co-author is David Pottruck, who is the co-CEO of Schwab, a company that has been able to take full-advantage of […]

What stocks should I buy? You might want to go to Ask Jeeves and see what the answers are. Or, you might even consider buying the stock of Ask Jeeves . Ask Jeeves is the place to answer virtually any questions – which you pose in natural language queries. And it is popular. The site […]

Increasingly, mega companies are spinning off their divisions to the public. Why? First of all, the IPO market for Net companies has been dwindling, at least for newer companies. Investors now want proven companies. Second, big companies can raise substantial amounts of money from spin-offs. And spin-offs can provide incentive to employees and focus on […]

Interestingly enough, part of Microsoft has already been split-off. It is in the form of a tracking stock called Expedia , an online travel site. Like all other Internet stocks, though, Expedia is well-below its high. The stock now trades at $15-5/8, with a 52-week high of $65-7/8. At a $692 million market capititalization, Bill […]

In early April, I wrote about Webvan in an article entitled “Webvan: Top of the Food Chain”. The stock was at $7 and rallied. Unfortunately, yesterday the stock fell back (down $1.41 to $7.31). It was kind of odd. If anything, yesterday’s news should validate the statement of Webvan being at the “top of the […]

Last week, there were glimmers of the 1999-IPO environment; that is, crazy first-day gains. Where did it come from? Well, of course, the company was an infrastructure play: Accelerated Networks . It soared an impressive 219.2 percent (that ranks as #60 on the IPO first-day list). The company’s technology allows for the bundling of voice […]

What looks good for the IPO market this week? Reply: Finally, the IPO market is showing strength. Actually, there was a moonshot IPO last week: Acclerated Networks , which soared 219 percent on its first day of trading. There may be another moonshot for this week. The company is Marvell Technology, which develops integrated circuits […]

Investment bankers are feeling some relief lately. IPOs are getting an audience from investors. Here’s a look at what to expect for next week: CareScience.com provides an integrated suite of Internet-based products to gather, store, analyze and disseminate clinical information. Their products use proprietary clinical algorithms and data collection and storage technologies to perform complex […]

John McAfee is a legend in the software world. Ten years ago he had the crazy idea of giving away his anti-virus software. He posted it online and very shortly, thousands of downloads erupted. It didn’t take long until it became a standard and his company was purchased by Network Associates . Since that time, […]

The general consensus for Pets.com is that the stock is a dog. In fact, in my IPO Tracker column, I made allusions to this. However, the stock now sits at $3 and hey, there can be profit opportunities in beaten-down stocks – especially those that have lots of negativism (the high on the stock was […]