Tuesday, May 24, 2005

The Spitzer Internet Danger List - an update (AQNT, GOOG)

An earlier post on The Internet Stock Blog provided a list of stocks at risk from Eliot Spitzer's attack on the Adware/Spyware industry. One group with potential exposure: providers of paid search and affiliate ads, including FindWhat (ticker: FWHT), Yahoo/Overture (ticker: YHOO), CGI Holding (ticker: THK), ValueClick (ticker: VCLK), 24/7 Media (ticker: TFSM), Think Partership (ticker: THK) and LinkShare (partially owned by Internet Capital Group, ticker: ICGE).

Now research by Spyware legal expert Ben Edelman has expanded the list to cover other publicly-traded companies. They are:

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Posted by David Jackson on May 24, 2005 at 01:49 AM in Sub-sector: Advertising, ticker: AQNT, ticker: DCLK, ticker: FSTC, ticker: FWHT, ticker: GOOG, ticker: ICGE, ticker: TFSM, ticker: THK, ticker: VCLK | Permalink | Comments (0) | TrackBack (3)

Tuesday, May 03, 2005

CNET responds to discussion of Download.com and Adware/Spyware

CNET PR Spokesperson Sarah Cain wrote the following email (published with her permission) in response to yesterday's post CNET's exposure to Spitzer's attack on Adware: more details (in contrast, a spokesperson for LinkShare said "At this time, we have no comment."):

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Posted by David Jackson on May 3, 2005 at 01:04 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: CNET, ticker: ICGE | Permalink | Comments (0) | TrackBack (0)

Monday, May 02, 2005

Affiliate marketers VCLK, ICGE's exposure to Spitzer's attack on Adware: more details

The Internet Danger List: stocks at risk from Spitzer's attack on Adware included a section on affiliate marketing companies ValueClick (ticker: VCLK), Commission Junction (partially owned by Internet Capital Group, ticker: ICGE) and Think Partnership (ticker: THK). Here's more detail on those companies' potential exposure to the Adware/Spyware issue, aided by input from readers' since the original article was published:

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Posted by David Jackson on May 2, 2005 at 02:06 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: ICGE, ticker: TFSM, ticker: THK, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

Friday, April 29, 2005

The Internet Danger List: stocks at risk from Spitzer's attack on Adware

The attack on the illegal disemination of spyware and adware may not end with Eliot Spitzer's suit against Intermix Media (ticker: MIX). This report outlines why and provides a tentative list of other Internet stocks at risk. Stocks mentioned: ASKJ, CD, CNET, FLWS, FWHT, IACI, ICGE, INPC, SPRK, TFSM, THK, TSG, VLCK, and YHOO.

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Posted by David Jackson on April 29, 2005 at 03:14 AM in Sector Themes/Outlook, Sub-sector: Advertising, ticker: ASKJ, ticker: CD, ticker: CNET, ticker: FLWS, ticker: FWHT, ticker: IACI, ticker: ICGE, ticker: INPC, ticker: SPRK, ticker: TFSM, ticker: THK, ticker: TSG, ticker: VCLK, ticker: YHOO | Permalink | Comments (5) | TrackBack (10)

Monday, March 21, 2005

A VC endorses JUPM, but is he right?

Paul Allen, managing partner of VC firm Infobase Ventures, published a strong endorsement of products from Jupitermedia (ticker: JUPM), WebSideStory (ticker: WSSI), ValueClick (ticker: VCLK) and Linkshare (part-owned by Internet Capital Group, ticker: ICGE). But his assumptions are rejected by another entrepreneur, and require careful thought:

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Posted by David Jackson on March 21, 2005 at 07:10 AM in Sector Themes/Outlook, ticker: ICGE, ticker: JUPM, ticker: KEYN, ticker: WSSI | Permalink | Comments (4) | TrackBack (1)

Thursday, February 17, 2005

Internet Capital Group (ICGE) discusses LinkShare and On-Demand software (quotes from the conf call)

Internet Capital Group CEO Walter Buckley discussed LinkShare, which ICGE owns 40% of, and On-Demand software. LinkShare competes directly with ValueClick (ticker: VCLK). Here's what Buckley said:

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Posted by David Jackson on February 17, 2005 at 03:46 PM in Conf call quotes, Sub-sector: Advertising, ticker: ICGE, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

Internet Capital Group (ICGE) reports 4Q04 numbers

Internet Capital Group (ticker: ICGE), which invests in start-up Internet businesses and owns a 40% stake in affiliate marketing company LinkShare, reported Q4 results. The stock was down about 2.5% in a weak tape in subsequent trading. Key stats and a quick comment:

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Posted by David Jackson on February 17, 2005 at 03:31 PM in Earnings results, Sub-sector: Advertising, ticker: ICGE | Permalink | Comments (0) | TrackBack (0)