Tom Taulli

SAN (Storage Area Networks) is an emerging technology. Basically, it allows companies to store huge amounts of data without clogging regular computer networks. A SAN is setup as a separate, parallel network, which deals exclusively with storage needs, so there is no interference with a company’s regular networks. What powers the SAN architecture is the […]

Wasn’t open source supposed to be the next best thing? Well, as of now, it looks like investors think it is one of the worst things. Actually, open source is not a new phenomenon. It has been a critical part of software development for many years. It was the brilliant Linus Torvalds, a Finnish student, […]

For today’s Email Bag, I will answer the one question that I have been receiving with great frequency: Is it over for Net stocks? Reply: There is an old saying: “In a recession, your neighbor is out of work. When there is a depression, you are out of work.” For all Net investors, it has […]

There is an old Latin proverb that says fortune is like glass: she breaks when she is brightest. The shining Nasdaq surely broke! On Monday, the Nasdaq dropped 258 points. On Wednesday, it sank another 286. Then on Friday, it sank another 355 points. One could say that many fortunes broke like glass. Yet the […]

Semiconductor companies are booming like never before (although the stock prices are not — as is the case with all other high-tech companies currently). Annual chip sales were a hefty $160 billion in 1999 and are expected to rocket to $600 billion over the next three years. One of the leaders is Conexant (CNXT). It’s […]

With the Nasdaq finally deciding it was a bear market, companies are going on and off the IPO schedule without any apparent rhyme or reason (then again, when is there any rhyme or reason to the IPO market?) Lets see the brave souls that plan to go out next week: AltaVista of Palo Alto, Calif. […]

Perhaps we should redefine B2C. That is, call it: business-to-calamity. No one likes B2C. In fact, it seems that the natural value of a B2C stock is in the single digits (or penny stock levels). Yet, the concept of e-commerce still has validity. So, there are likely some nice bargains in the B2C space. One […]

According to the China Internet Network Information Center, Internet usage is growing at the rate of 200 percent annually in the Asian/Pacific market. International Data Corp. estimates the number of Internet users in the Asia-Pacific region will surpass that of Western Europe in 2001, becoming the number two market behind the United States. With this […]

Somehow, the perception is that the ASP (Application Service Provider) market is a new thing. Well, there is a company that has been in existence for 10 years and during that time, has been providing ASP services for the corporate market. The company? Citrix (CTXS). Currently, the company has over 100,000 customers. While companies recognize […]

Palm (PALM) was one of the most over-hyped IPOs in history (and, yes, I helped provide some fodder for the hype machine). The stock price hit a high of $165 and, from there, collapsed. Now, the stock trades for $40-3/8. The market capitalization is $22 billion. From its inception, Palm has been a hardware company, […]

A lot of tech stocks were dumped overboard in the recent wild storms on the Nasdaq. But now in the calm, there are a lot of investors cautiously beachcombing for bargains. On Tuesday, Cabot Microelectronics (CCMP), saw its opening price of $20 a share close at 24-7/8. By the end of the week it was […]

What looks good in the IPO market this week? Reply: Look at Nuance Communications. The company is a developer of advanced technology for voice activation. With the hypergrowth of wireless, voice technologies are surging. One of Nuance’s products allows for complex natural language speech recognition for twelve languages and dialects. Another product helps to create […]