Tom Taulli

The markets were subdued today, as investors were concerned about possible interest increases in advance of Tuesday’s meeting of the Federal Reserve’s Open Market Committee. internet.com’s Internet Stock Index was up 7.88, or 1.25 percent, to 639.79, the Nasdaq Composite had climbed 1.62 to 3,219.53 and the Dow Jones industrial average had gained 8.57 to […]

Question: What IPOs are you looking at this week? Reply: I think the big ones include: Agilent Technologies: The company is a spin-off from Hewlett Packard (HWP) and is a leading provider of diagnostic and performance measuring technologies. The lead underwriter is Morgan Stanley. CacheFlow: The company develops ultra-sophisticated caching technology to speed the delivery […]

Despite a downgrade of Intel (INTC) by a Merrill Lynch analyst and the fall in earnings from Dell (DELL) , the Nasdaq and Internet issues were able to end the day on the upside. internet.com’s Internet Stock Index was up 20.80, or 3.40 percent to 631.89, the Nasdaq was up 23.57 to 3220.86, and the […]

In the early 1990s, when a small company called AOL (AOL) started to aggressively giveaway free disks, the prevailing wisdom was: How are these guys going to make money? Aren’t they spending them themselves into oblivion? In hindsight, AOL was brilliant. The company is in an enviable position because AOL understood that the more eyeballs […]

Technology stocks continued their upward march Thursday, setting their ninth record in 10 sessions. Internets didn’t share in the wealth, however, and ended mostly lower. internet.com’s Internet Stock Index closed off 3.14, or 0.51 percent, to 611.09, the Nasdaq Composite jumped 41.26 to 3,197.22 and the Dow Jones industrial average fell 2.44 to 10,595.30. Chemdex […]

In the Net space, investors love stock splits. It seems to be somehow a guaranteed sign of more stock gains. Yet, while splits have been good for many Net stock investors, this does not prove that stock splits are a good sign. Actually, in theory, a stock split is a neutral event. After all, a […]

While broader averages struggled through the day, Internet stocks ended on the upside, spurred by several big deals. internet.com’s Internet Stock Index was up 3.71, or .61 percent, to 614.23, the Nasdaq Composite had jumped 30.95 to 3,155.99 and the Dow Jones industrial average was off 19.58 to 10,597.74. Movers included Amazon.com Inc. (AMZN) , […]

Gardening is a peaceful pastime. And profitable. Yet, the gardening market is highly fragmented, with limited product selection and customer service. But one upstart company plans to provide a solution, Garden.com. On the site, you have access to more than 9,000 herbs, seeds, trees, perennials and shrubs. There are a myriad of products, like tools, […]

By the end of the day, Microsoft Corp. stock recovered some of the losses it received during its first day as a monopoly. As for Net stocks, they surged. internet.com’s Internet Stock Index rocketed 32.37, or 5.47 percent to 624.4, the Nasdaq Composite was rose 40.15 to 3142.44, and the Dow Jones Industrial Average was […]

Readers e-mailed Tom this week for the skinny on UPS’ IPO, Blockbuster and Collector’s Universe. It seems like UPS should be doing very well because of e-commerce. This week is the IPO. Do you think it will act like a “.com” IPO? Reply: For a company that has been in existence since 1907, UPS still […]

The rules of Net investing are more art than science. The reason? There are really no objective ways to value companies that are losing lots of money, have limited operating histories and small revenue bases. You need to focus on subjective factors, such as management, positioning, branding and so on. One common factor is the […]

In late September, I wrote a profile on barnesandnoble.com (BNBN) (“Barnesandnoble.com: Trying to Come Up with a Happy Ending”), thinking it was poised for a nice move. The price was at 18-5/16. The price now? Well, it’s at 18 7/16. Yet, during this time, the company has been making smart moves. While Amazon.com is entering […]