Sunday, April 03, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 3, 2005 at 12:14 AM in ticker: FSTC, ticker: GOOG, ticker: GRU, ticker: IACI, ticker: MSFT, ticker: NTRT, ticker: RATE, ticker: RCOM, ticker: SHOP, ticker: TFSM, ticker: TWX, ticker: VCLK, ticker: YHOO | Permalink | Comments (4) | TrackBack (0)

Tuesday, March 22, 2005

Homestore joins the rush to PPC ads (quotes from the 4Q04 conf call)

Homestore.com (ticker: HOMS) CEO Mike Long mentioned plans to offer pay-per-click ads on Homestore's network of web sites on his Q4 earnings conference call. Here are some key quotes from the call, followed by a quick comment:

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Posted by David Jackson on March 22, 2005 at 08:37 AM in Conf call quotes, Sub-sector: Advertising, ticker: HOMS, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Monday, February 07, 2005

Ah! So this is why Shopping.com is entering the financial services vertical.

Bankrate made the following point on its Q4 earnings call:

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Posted by David Jackson on February 7, 2005 at 03:48 PM in Sub-sector: Advertising, Sub-sector: Search, ticker: GOOG, ticker: RATE, ticker: SHOP, ticker: YHOO | Permalink | Comments (1) | TrackBack (0)

Bankrate.com (RATE) on Internet advertising (quotes from the conf call)

Here's what Bankrate.com CEO Tom Evans had to say about the Internet advertising market on his company's Q4 earnings conference call:

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Posted by David Jackson on February 7, 2005 at 03:29 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Infrastructure, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

RATE cut - Bankrate.com's 4Q04 pro-forma income up only 8%, stock slumps

Bankrate.com reported Q4 earnings Thursday night. The market didn't like them; by close of trading Friday, the stock had fallen from $19 to below $15. Key points below:

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Posted by David Jackson on February 7, 2005 at 03:20 PM in Earnings results, Sub-sector: E-finance, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Friday, February 04, 2005

Shopping.com confirms entry to financial services

Shopping.com confirmed that it will roll out comparison shopping for financial services in the first half of 2005.

Stock impact?

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Posted by David Jackson on February 4, 2005 at 03:28 PM in Sub-sector: E-finance, ticker: RATE, ticker: SHOP | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 01, 2005

Google now a domain registrar

So Google, it seems, is now a domain registrar. (Via Google Blogscoped and Netcraft.) Incremental stock impact:

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Posted by David Jackson on February 1, 2005 at 01:20 PM in ticker: GOOG, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Monday, January 24, 2005

Bankrate.com doesn't rate

A recent review of Bankrate.com finds that it "did not turn up the best deals". Here are more details, and a quick thought on impending competition:

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Posted by David Jackson on January 24, 2005 at 10:30 AM in Sub-sector: E-finance, ticker: RATE, ticker: SHOP | Permalink | Comments (1) | TrackBack (0)

Friday, January 21, 2005

Online mortgages growing slower than expected

Jupiter Research has scaled back its forecast for the proportion of mortgages that are initiated online. Jupiter now thinks that only 5% of purchase mortgages and 8% of refinance mortgages will originate online by 2009. Mortgage originations were expected to be a natural target for e-commerce. So what's happening?

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Posted by David Jackson on January 21, 2005 at 11:09 AM in Sub-sector: E-finance, ticker: CD, ticker: EELN, ticker: ET, ticker: RATE, ticker: SCH | 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/Outlook, 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)