Tom Taulli

Since I’m getting married later this year, it seems fitting to talk about The Knot . Actually, I never realized how complex a wedding can be – as well as expensive! And, yes, I’ve been a frequent visitor of theknot.com. The company is a pioneer of the online world, founded in 1996. Of course, two […]

Companies have spent billions and billions on Enterprise Resource Planning (ERP) solutions, in order to streamline finance, HR and manufacturing functions. But there have been a host of problems. There is not much integration across the functional areas. Further, the integration outside the enterprise is minimal. And installing ERP? Well, it can be expensive and […]

With a name like Advanced Switching Communications (ASC), the company should have a huge IPO. Actually, all indications point to an explosive IPO. The lead underwriter is Morgan Stanley and the price range is $13-$15 (about 6.25 million shares are intended to be offered). The proposed ticker symbol is ASCX. With data communications traffic bulging, […]

Earlier this year, I saw the thirty-something David Perry on a PBS special. It was a great interview. After all, his B2B company, Ventro , was selling at a huge market cap, making him a billionaire. He was even named the Entrepreneur of the Year by Ernst & Young. But as is often the case, […]

Over the past few years, there has been a spate of DSL (digital subscriber line) IPOs. Despite the fact there is a major shift towards broadband, the DSL market has been tough lately. True, the technology uses existing copper wire infrastructure. But there are problems. It is not completely reliable, especially at long distance. Other […]

What looks good in the IPO market this week? Reply: Oplink Communications should be explosive. The company develops components for fiber optic networks. Customers include JDS Uniphase, Lucent, AdVA International and Sycamore Networks. Also, Cisco is an investor. In terms of the financials, the company has been growing at a rapid clip. In the past […]

Lately, Global Crossing has been hot. This week, the company was able to sell its Web hosting division, GlobalCenter, for $6.5 billion. Next week? Well, the company plans to spin-off Asia Global Crossing. By all accounts, it looks like a Top A deal. Goldman Sachs is the lead underwriter and the price range is $14-$16, […]

The word “powerhouse” is used quite liberally. However, in the case of Exodus Communications , the term is definitely appropriate – especially with yesterday’s $6.5 purchase of GlobalCenter. The deal is expected to close in the first quarter of 2001. However, being a powerhouse does not guarantee a stable stock price. The 52-week price range […]

This week, Web portal, NBCi , announced its site redesign. While it is much better, there are concerns. Let’s face it, the portal business has been brutal. Even the premier portals, such as AOL and Yahoo, have been listless. So, in light of this, how can we get excited about a 12th ranked portal like […]

A common complaint is that online advertising is not effective. In fact, this seems to be the complaint about any type of advertising. However, there are new models emerging to improve online advertising. One approach is cost-per-click (CPC), which is known as performance-based advertising. A leader in CPC is ValueClick . Actually, the company went […]

I think it is inevitable that traditional camera film will suffer the same fate as the typewriter and vinyl records. Of course, the future is digital photography. A leading infrastructure company in this space is SanDisk Corporation . The company is the mastermind of Eli Harari, who founded SanDisk in 1988. He is a pioneer […]

The genomics industry has been red hot, especially with the recent decoding of the human genome. Basically, genomics deals with genes and how they relate to diseases. The promise is that genomics will offer a way for the creation of drugs to cure intractable diseases. The next step is to make sense of the complex […]