David predicts CNET and Yahoo!'s business are at risk from "niche, category-killing, advertising-supported Web sites that get high placement in algorithmic search engine results and, once discovered, attract repeat-readers."
Cool! "You can get feeds for individual stock tickers as well as "portfolio" feeds, which are made up of multiple stocks."
"...a bit of one-upmanship among analysts on Wednesday to see who could be the most upbeat about Google, which has now surpassed eBay as the Internet stock with the greatest market value."
Says SixApart and Feedburner are prime acquisition targets: "...they will either enhance control over the distribution channel or they will reduce its costs by enabling "blog-barter" transactions"
"...being driven by Web 2.0 and the realization that we have entered another wave of innovation around the Internet that will result in a lot of interesting companies being created, built, and sold over the next several years."
"...a venture capital fund dedicated to making early stage investments in technology enabled service businesses that are disrupting markets, particularly the marketing, media, financial services, and telcomm markets."
"ThinkEquity is betting that the blog will attract analysts, bankers, investors, venture capitalists and anyone else interested in talking about growth investing, and in the process, help the company generate ideas."
Not quite, says David Beisel: "What we're in is a rejuvenation. After a cold winter, the internet is back."
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