Thursday, March 31, 2005

Internet news/analysis in brief

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Posted by David Jackson on March 31, 2005 at 12:23 AM in ticker: ASKJ, ticker: FLWS, ticker: GOOG, ticker: IACI, ticker: KNOT, ticker: LOOK, ticker: NILE, ticker: SHOP, ticker: VCLK, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, March 30, 2005

Short interest jumps for FLWS, HOMS, LOOK and NILE

Short interest data is now available for Nasdaq stocks through March 15th. Short interest has rocketed for some internet stocks:

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Posted by David Jackson on March 30, 2005 at 10:25 AM in ticker: AMZN, ticker: ASKJ, ticker: CNET, ticker: EBAY, ticker: FLWS, ticker: GOOG, ticker: HOMS, ticker: IACI, ticker: LOOK, ticker: NFLX, ticker: PCLN, ticker: SHOP, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Sunday, March 06, 2005

February short interest

Short interest in Nasdaq stocks rose by 6.3% month over month in February. But short interest for Nasdaq Internet stocks rose by more: on a basket of 25 Internet stocks tracked by American Technology Research, short interest  rose by 10.4%. Details:

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Posted by David Jackson on March 6, 2005 at 07:41 AM in ticker: AMZN, ticker: CNET, ticker: EBAY, ticker: ELNK, ticker: GOOG, ticker: HOMS, ticker: IACI, ticker: LOOK, ticker: NFLX, ticker: NILE, ticker: OSTK, ticker: PCLN, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, March 02, 2005

How big a problem is click-fraud?

According to The Times of India, "A growing number of housewives, college graduates, and even working professionals across metropolitan cities are rushing to click paid Internet ads to make $100 to $200... per month". Investors in search and advertising stocks had better understand the scope of the click-fraud problem. Some thoughts:

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Posted by David Jackson on March 2, 2005 at 07:20 AM in Sub-sector: Advertising, Sub-sector: Search, ticker: ASKJ, ticker: FWHT, ticker: GOOG, ticker: LOOK, ticker: MAMA, ticker: YHOO | Permalink | Comments (2) | TrackBack (0)

Monday, January 31, 2005

LookSmart on what went wrong (quotes from the conf call)

LookSmart pre-announced that it would miss Q4 consensus estimates a couple of weeks ago. Here's the additional explanation provided by CEO David Hills on LookSmart's conference call:

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Posted by David Jackson on January 31, 2005 at 07:00 AM in Conf call quotes, Sub-sector: Search, ticker: LOOK | Permalink | Comments (0) | TrackBack (0)

Sunday, January 23, 2005

Search briefs

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Posted by David Jackson on January 23, 2005 at 08:45 PM in ticker: ASKJ, ticker: FWHT, ticker: GOOG, ticker: LOOK, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Thursday, January 13, 2005

LookSmart misses guidance, LooksDumb

LookSmart missed numbers and the stock fell 21% in after-hours trading. Here are the details of the miss and a couple of quick comments:

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Posted by David Jackson on January 13, 2005 at 05:09 PM in ticker: LOOK | Permalink | Comments (0) | TrackBack (0)

Wednesday, January 05, 2005

IBM to enter the online ad market?

Google, Microsoft and Yahoo all recently filed new search-related patents. But so did IBM, Phillips and Xerox. Nathan Weinberg comments:

The most interesting one? Easily IBM’s filing for “System and method for dynamically optimizing a banner advertisement to counter competing advertisements“. What the system does is analyze a page and detect ads. Then it matches those ads against a database of the client’s competitor’s ads, and reformats the client’s ad to better compete against those ads. Brilliant!

He adds:

If IBM is planning on getting into the online ad game (and this patent is a big hint), this is exactly the million dollar idea any company needs to succeed.

Interesting. IBM's work on search was recently described in a NY Times article (free subscription required).

Posted by David Jackson on January 5, 2005 at 01:33 AM in ticker: ASKJ, ticker: FWHT, ticker: GOOG, ticker: LOOK, ticker: MAMA, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, January 03, 2005

Briefs updates on search, with implications

- Robin Good estimates that non-Microsoft browsers now have 30% share of the browser market  (Firefox has 20%), and that by the end of '05 Internet Explorer will no longer be the browser of choice for the majority of Internet users.

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Posted by David Jackson on January 3, 2005 at 12:01 AM in ticker: ASKJ, ticker: FWHT, ticker: GOOG, ticker: LOOK, ticker: MAMA, ticker: MSFT, ticker: YHOO | Permalink | Comments (2) | TrackBack (0)

Saturday, December 25, 2004

Three lessons from the Google Zeitgeist

Google's press center just published its Zeitgeist 2004, a summary of the most popular searches in 2004. This is important reading, despite the fact that's it's backward-looking. Here are three key points from the Google data:

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Posted by David Jackson on December 25, 2004 at 11:44 PM in Sector Themes, Sub-sector: Search, ticker: AMZN, ticker: ASKJ, ticker: EBAY, ticker: ECST, ticker: GOOG, ticker: HOLL, ticker: LOOK, ticker: OSTK, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Wednesday, December 15, 2004

Click-fraud & the public Internet companies

Two recent Internet conferences (Majestic's and Jupiter's) highlighted the growing problem of click-fraud. Speakers described how companies are hiring other people to click repeatedly on pay-per-click ads from their competitors. But nobody mentioned that the problem is far more acute with public companies. In fact, individuals can directly impact the financial results of public companies without it costing them a penny.

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Posted by David Jackson on December 15, 2004 at 11:39 AM in Sector Themes, ticker: ASKJ, ticker: ECST, ticker: FWHT, ticker: GOOG, ticker: LOOK, ticker: MAMA, ticker: OSTK, ticker: SHOP | Permalink | Comments (0) | TrackBack (0)