Tuesday, May 03, 2005

Bambi Francisco on Internet stocks' Adware exposure

Bambi Francisco, who covers Internet stocks for MarketWatch, published a column this morning about Internet companies' exposure to potential Adware/Spyware litigation. It's surprising that the issue has hit the mainstream financial literature so quickly - most sell-side analysts haven't yet acknowledged the risk to stocks. Perhaps this says a lot about the quality of Ms. Francisco's coverage. Key quotes from her article:

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Posted by David Jackson on May 3, 2005 at 11:07 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: ASKJ, ticker: CNET, ticker: FWHT, ticker: MIX, ticker: NFLX, ticker: VCLK, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Friday, April 29, 2005

Full text of Spitzer's petition against Intermix Media

NY Attorney General Eliot Spitzer sued Intermix Media (ticker: MIX), alleging that the firm was the source of "spyware" and "adware" that has been secretly installed on millions of home computers. Here's the entire text of the Verified Petition; it's required reading for any investor in Internet content or advertising stocks. The Brookman Affirmation referenced in the document is this PDF.

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Posted by David Jackson on April 29, 2005 at 12:15 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: MIX | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 20, 2005

Is this Intermix Media's press release in plain English?

Intermix Media's stock (ticker: MIX) rose 10% in trading Tuesday after the company issued a press release denying it was being investigated for promulgating spyware. Here's a (feisty) plain English re-write of what it said, followed by the full text of the press release for your comparison:

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Posted by David Jackson on April 20, 2005 at 12:02 AM in Sub-sector: Content, ticker: MIX | Permalink | Comments (1) | TrackBack (1)

Tuesday, April 19, 2005

Intermix Media's lesson in why you should read privacy policies

Intermix Media (ticker: MIX), which is being investigated by Elliot Spitzer for illegal use of spyware, publishes its privacy policy on its web sites. Here's an (enjoyable) extract that refers to the use of "desktop software products", aka spyware:

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Posted by David Jackson on April 19, 2005 at 12:41 AM in Sub-sector: Advertising, ticker: MIX | Permalink | Comments (1) | TrackBack (2)

Monday, April 18, 2005

Does Yahoo have exposure to the Intermix Media spyware case?

Intermix Media (ticker: MIX), which provides online games and greeting cards, filed notification with the SEC on April 12th that it was being investigated by the NY Attorney General's office for illegal spyware. Full text, a comment and a question:

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Posted by David Jackson on April 18, 2005 at 12:40 AM in Sub-sector: Advertising, ticker: MIX, ticker: YHOO | Permalink | Comments (1) | TrackBack (2)

Thursday, March 10, 2005

Intermix Network - MIX - on user-generated content and viral marketing (quotes from the 4Q04 conf call)

Intermix (ticker: MIX) CEO Richard Rosenblatt discusses the growth of MySpace and Grab.com (both owned and operated by Intermix) on his Q4 earnings conference call. Here's how the Intermix keeps content generation and marketing costs low:

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Posted by David Jackson on March 10, 2005 at 08:20 AM in Sub-sector: Content, ticker: MIX | Permalink | Comments (0) | TrackBack (0)