Tom Taulli

New rules from the Securities and Exchange Commission (SEC) are typically non-events. But yesterday, the SEC implemented Regulation FD (for fair disclosure); it affects all investors. Of course, the driving force of the new regulation is the Internet. Let’s face it, securities disclosure rules look quite antiquated. And they should. They were devised in the […]

A few months ago, a CEO of a once high-flying Net company said to me, “Tom, I can’t believe this market. There are companies that have more cash than their market caps.” Since then, there are even more companies in this category. The question is: Do these companies represent opportunities? I think so. But, as […]

The IPO of the week was definitely Ixia . The price range was $10-$12, but the IPO was offered at $13. By Friday, the stock had climbed to $30-3/4, giving the company a $1.6 billion market cap. The company develops sophisticated technologies to test next generation telecom networks. The company is young, but that does […]

As expected, the IPO market has been shriveling up. Next week, there are only six IPOs planned. Nonetheless, there are encouraging signs that the IPO market will return. Of course, the main driver is Nasdaq, and it is starting to show more strength lately. So let’s take a look at next week’s IPOs. c-quential is […]

In July, Akamai (which means “cool” in Hawaiian) was a seemingly cool investment, trading between $120 to $130. Since then, the stock has been like a surfer that had a very bad wipeout. But yesterday there were signs that the big fall in the stock price was an overreaction. In fact, the stock rode the […]

Yesterday, EMC was able to survive its earnings announcement. But there is good reason: the company is a leader in a rapidly growing business. What’s more, high-end storage is likely to see strong growth over the long-term. The company reported that its third-quarter earnings rose 55 percent to $458.2 million or 20 cents a diluted […]

Making broadband a reality has been no easy task. The various solutions – cable, DSL, and so on – all have limitations. Yet, broadband is definitely the future of the Net. Another broadband option is fixed wireless. As the name implies, the technology uses wireless communications systems to pump Internet access to businesses and homes. […]

During the Internet revolution, it was commonplace to see twenty-something entrepreneurs strike it rich. But lately, many of their companies have plunged to incredible depths. Investors want experience. Well, there are exceptions. Take Internet Security Systems (ISS) . It is the brainchild of Christopher Klaus. At 19, he developed cutting-edge technology to identify and correct […]

Even the washout in the Nasdaq is not likely to derail this week’s IPO of Ixia. Why? Well, the company is in the marketplace of fiber optics. And so far, the industry has been on a tear. The lead underwriter is Merrill Lynch and the price range is $10-$12 (the company intends to issue 5.5 […]

In early October, Marimba announced its third-quarter results would fall below expectations. The result was not pretty; the stock plunged nearly 50 percent to $5.63. The company said its third quarter’s revenues would range from $10 million to $10.2 million, with a net loss between 13 cents to 17 cents per share. Well, analysts expected […]

What looks good for the IPO market this week? Reply: A turbulent Nasdaq definitely had an effect on the IPO market last week. While there were 16 IPOs planned, only five were launched. Although, it was encouraging to see a strong day on Friday. But in order to reinvigorate the IPO market, Nasdaq will need […]

Ironically enough, it was Friday the 13th that the Nasdaq decided to have a huge rally. But in order to make the IPO market a happy place again, the Nasdaq will need a few weeks of stabilization. Actually, this looks possible. The markets appear to be greatly oversold. There were 16 IPOs planned for last […]