What's Up With Blue Nile?

Blue Nile (NILE) shares are down sharply without any obvious provocation. No news, no big analyst calls, no SEC filings.

The one research item of note comes from Lehman’s Douglas Anmuth, in a survey of the outlook for Internet stocks generally. Not a lot of new ground, but he did note that “certain online retailers have begun to see a pronounced slowdown,” including Blue Nile, “which despite consistently strong execution and a large market opportunity…has been negatively impacted by reduced discretionary spending on high-ticket luxury items.”

Read the rest of this post

Must-Reads from other Websites

Panos Mourdoukoutas

Why Apple Should Buy China’s Xiaomi

Paul Graham

What I Didn’t Say

Benjamin Bratton

We Need to Talk About TED

Mat Honan

I, Glasshole: My Year With Google Glass

Chris Ware

All Together Now

Corey S. Powell and Laurie Gwen Shapiro

The Sculpture on the Moon

About Voices

Along with original content and posts from across the Dow Jones network, this section of AllThingsD includes Must-Reads From Other Websites — pieces we’ve read, discussions we’ve followed, stuff we like. Six posts from external sites are included here each weekday, but we only run the headlines. We link to the original sites for the rest. These posts are explicitly labeled, so it’s clear that the content comes from other websites, and for clarity’s sake, all outside posts run against a pink background.

We also solicit original full-length posts and accept some unsolicited submissions.

Read more »