Tuesday, April 19, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 19, 2005 at 01:23 AM in ticker: CNET, ticker: GOOG, ticker: MSFT, ticker: NFLX, ticker: PCLN, ticker: SHOP, ticker: TWX, 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)

Friday, March 18, 2005

Victims of pay-per-click ad inflation

The most striking theme that ran through the Q4 financial results of Internet companies, irrespective of size, was the impact of rising pay-per-click ad prices. The winners were the ad brokers - Google and Yahoo. The losers were companies that rely on advertising to attract traffic, as their marketing expenses grew faster than their revenues.

This is a critical theme for investors (rather than short-term traders). Do you own stocks in companies that are dependent on advertising and helpless in the face of rising costs? Here's a list of the victims, with the relevant stats and comments from The Internet Stock Blog's write-up of their Q4 results or recent SEC filings:

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Posted by David Jackson on March 18, 2005 at 10:25 AM in Sector Themes, ticker: AMZN, ticker: BFLY, ticker: DIET, ticker: DSCM, ticker: EBAY, ticker: ECST, ticker: EELN, ticker: LGBT, ticker: MNST, ticker: NILE, ticker: ODMO, ticker: OSTK, ticker: PCLN, ticker: PRVD, ticker: SHOP, ticker: SPRK, ticker: TSCM | Permalink | Comments (3) | TrackBack (2)

Tuesday, March 15, 2005

Shopping.com (SHOP) to expand into hotels, Asia

Shopping.com (ticker: SHOP) CEO Dan Ciporin gave a press conference in Israel (where the company has its R&D operation) which was written up by The Jerusalem Post. According to the article, he discussed Shopping.com's expansion plans, and added some new, and potentially significant details:

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Posted by David Jackson on March 15, 2005 at 09:10 AM in Sub-sector: Search, Sub-sector: Travel, ticker: IACI, ticker: PCLN, ticker: SHOP, ticker: TWX, ticker: TZOO | Permalink | Comments (1) | 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)

Friday, February 18, 2005

Priceline.com (PCLN) on marketing and online advertising (quotes from the 4Q04 conf call)

Priceline.com (ticker: PCLN) CEO Jeff Boyd and CFO Bob Mylod discuss their planned spending on marketing and advertising:

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Posted by David Jackson on February 18, 2005 at 11:45 AM in Conf call quotes, Sub-sector: Travel, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

Priceline.com (PCLN) (4Q04 earnings)

Priceline (ticker: PCLN) announced Q4 results that beat consensus EPS estimates by $0.06. The stock rose by 6% in subsequent trading. Details and two quick comments:

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Posted by David Jackson on February 18, 2005 at 11:38 AM in Earnings results, Sub-sector: Travel, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 01, 2005

A new competitor in discount online travel

Overstock.com CEO Patrick Byrne outlined plans for his comany's expansion into the online travel market. His key points, made in the company's earnings conference call:

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Posted by David Jackson on February 1, 2005 at 07:00 AM in Sub-sector: Travel, ticker: IACI, ticker: OSTK, ticker: PCLN | Permalink | Comments (0) | TrackBack (0)

Wednesday, January 12, 2005

Yahoo expanding in travel?

Yahoo! is hiring, this time for Yahoo! Travel. Positions? Director of Product Management, engineers in content management and travel search, and posts in business intelligence and business operations. (You can view the job descriptions here.)

Travel search? Yes.

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Posted by David Jackson on January 12, 2005 at 12:09 AM in Sub-sector: Travel, ticker: CD, ticker: IACI, ticker: PCLN, ticker: TSG, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, January 10, 2005

PriceGrabber adds travel

Comparison shopping engine PriceGrabber has expanded into travel.

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Posted by David Jackson on January 10, 2005 at 12:37 AM in Sub-sector: Travel, ticker: CD, ticker: CTRP, ticker: IACI, ticker: OSTK, ticker: PCLN, ticker: SHOP, ticker: TSG, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, January 05, 2005

New SideStep web site threatens online travel companies

Travel search engine company SideStep released a web-based version of its travel search covering flights, rental cars and hotels, at SideStep.com. (Story via ClickZ here.) SideStep plans to make money by selling ads next to search results. It has a pay-per-click (PPC) deal with Overture (owned by Yahoo!) and also plans to sell its own PPC and graphical cost-per-page-impression (CPM) ads.

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Posted by David Jackson on January 5, 2005 at 01:49 PM in Sub-sector: Travel, ticker: CD, ticker: CTRP, ticker: GOOG, ticker: IACI, ticker: PCLN, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Thursday, December 30, 2004

Five Internet danger signs to watch for in 2005

The next few weeks will likely see a flurry of predictions for 2005, to the point where you'll be sick of reading them. So instead, I'm providing something which I hope will be more useful for investors in Internet stocks and managers of Internet companies: a checklist of danger signals for Internet investors to look out for next year. For each danger signal, I've specified which stocks will subsequently be at risk:

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Posted by David Jackson on December 30, 2004 at 11:03 PM in Sector Themes, Sub-sector: Content, Sub-sector: E-finance, Sub-sector: E-tailing, Sub-sector: Search, Sub-sector: Travel, ticker: AMZN, ticker: ASKJ, ticker: BFLY, ticker: CNET, ticker: CTRP, ticker: EBAY, ticker: GOOG, ticker: HOLL, ticker: IACI, ticker: MSFT, ticker: NFLX, ticker: NILE, ticker: OSTK, ticker: PCLN, ticker: RATE, ticker: SHOP, ticker: TSCM, ticker: TZOO, ticker: YHOO | Permalink | Comments (5) | TrackBack (4)

eCost-co?

Online retailer eCost announces this morning that it's launching a new membership club, Bargain Countdown Platinum, for $30 per year. Here's what you'll get: exclusive access to member-only products and pricing, a best-price guarantee, priority telephone support, and 10% off travel booked through eCost. Of note:

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Posted by David Jackson on December 30, 2004 at 09:19 AM in Sub-sector: Travel, ticker: ECST, ticker: IACI, ticker: OSTK, ticker: PCLN, ticker: SHOP, ticker: TZOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, December 29, 2004

PPC marketing costs to rise for online travel companies?

ClickZ reports that travel search engine Kayak.com is planning a large advertising campaign for early next year, in which it will purchase pay-per-click ads from Google and Overture.

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Posted by David Jackson on December 29, 2004 at 07:01 AM in Sub-sector: Travel, ticker: CD, ticker: GOOG, ticker: IACI, ticker: PCLN, ticker: TZOO, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)