Tom Taulli

The week that started off on a positive note ended badly, with the Nasdaq tumbling to 3390. This is within spitting distance of the April 14th low of 3321. What caused this decline? Take your pick: Fed rate hikes, evidence of inflation in the economy, economic uncertainty, the government release that the U.S. trade deficit […]

What looks good in the IPO market this week? Reply: There are some signs of life in the IPO market. This was evidenced by the impressive showing of New Focus last week. Apparently, investors still want infrastructure stocks – especially those focused on optics. For this week, take a look at Sonus Networks. The company […]

Everyone knows IP telephony will be big. The question is: When? Of course, the Net is really an extension of telecommunications, so using this as a platform for telephony makes sense. Then again, having people change their habits is a tough thing. But this is not stopping a variety of companies from trying to find […]

It looks like life is being pumped into the IPO market. New IPOs are being filed daily and the backlog has several hundred companies ready to go. If they all come off, it would be a mad scramble. (Just like the Old West, settlers wildly galloping on horses and wagons, trying to get the best […]

In a column I wrote called “Lycos: Jumping On the Wireless Bandwagon” (5/5/2000), I talked about how there is no need to have a plethora of portals and that consolidation is very likely. Of course, yesterday Terra Networks agreed to purchase Lycos in a blockbuster deal. Oh, there was also the deal with Verio, which […]

Broadband is the future. Look at a recent study from IDC. Broadband access is expected to show annual compounded growth rates of 78% from 1999 to 2003. As a result, we will see growth for new broadband hardware devices. For example, the market for flat panel monitors is expected to grow from 4.5 million units […]

It’s certainly a nice time to have some cash in the bank. One person who has a hefty bank account is Saudi Arabia’s Prince Alwaleed bin Talal. He is the chairman of Kingdom Holding Co. and is renowned for being a savvy investor. Yesterday, he announced he signed some checks to buy shares ($1 billion […]

While IPOs are still allocated mostly to institutions and wealthy individuals, this has been changing. More and more, individual investors are also participating in the new issues market. The pioneer in this industry has been Wit Capital . The company was started several years ago by an ex-Wall Street attorney, Andrew Klein, who wanted to […]

Investors, whether they are big institutions or day traders, are uncertain about chasing tech stocks higher, even in the face of robust first-quarter earnings. This skepticism means that IPOs have been postponed and withdrawn. Netease.com, a Chinese Web site offering a number of online services, has postponed its IPO. Techies, Linuxcare, Annuncio Software, and Zefer […]

The IPO market has been the pits. Anything good for this week? Reply: Actually, the IPO calendar is starting to show some strength and this week may have a couple winners. One to watch is iBEAM. The company has created a broadband network for audio and video. iBEAM uses a point-to-multipoint satellite broadcasting system located […]

While many believe that mergers and acquisitions will rocket, this may not happen. Look at the response to QLogic , which recently announced it would purchase Ancor. QLogic’s stock got decimated. Well, as I expressed in my column yesterday: It seems that investors have become a very skeptical group. Then again, this could mean good […]

The IPO calendars have been on a starvation diet-lean and mean. Those IPOs that have tried to buck the trend have had underwhelming acceptance in the market, even after reducing their prices and the number of shares offered. Yet, even with this on-again, off-again market, here are some IPOs that are coming up. Actually, they […]