posted 10-24-2000 06:49 PM         

Need evidence that bottom-fishing works? Check out Manugistics. The supplier of e-business solutions was left for dead long ago. But since a new CEO took over in 1999, the company has returned to profitability and its stock is up 1100%. (source: Red Herring) http://redherring.com/investor/2000/1024/inv-manu102400.html

It this a real rally or another bear trap? Jim Jubak thinks a way to insulate yourself from the risk is to buy stocks that are really cheap, and suggests seven stocks in the chip sector that pass his screen. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/5897.asp

Nortel Networks, which topped earnings estimates this afternoon, is a company on the move. From humble beginnings as a Canadian Telecom, Nortel is now poised to overtake its main competitor, Lucent. (source: Upside) http://upside.com/Ebiz/39f0cdea0.html

posted 10-23-2000 06:30 PM         

Lucent Technologies, which has seen its stock plummet after a series of profit-warnings, issued another warning for next quarter, and replaced ex-CEO Richard McGinn with Henry Schacht. Schacht, who previously held the post from 1995-1997, will initiate an executive search for his sucessor. (source: ZDNet) http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE506094&pic=Y

Kodak has disclosed plans for a new corporate structure that will be designed to drive growth through aggressive investments in digital technologies, faster introductions of new products and improved customer service. (source: The Street) http://www.thestreet.com/stocks/manufacturing/1138469.html

While most chip and PC makers falling short of downward-revised expectations this late summer and fall, Gateway has bucked the trend, meeting analysts' expectations and posting a 2% rise in PC sales in the third quarter. What makes them so special? (source: Upside) http://www.upside.com/texis/mvm/story?id=39f07bd60

In a nondescript office park near the campus of North Carolina State University, a couple of the school's former graduate students are manufacturing a chip they think will take the wireless world to the next level. (source: Upside) http://www.upside.com/Ebiz/39f0c2db0.html

posted 10-23-2000 09:56 AM         

Lucent Technologies used to be considered a technology growth bellwether – now it's trading at about 30% of it's value at the beginning of the year. This article takes a look at the anatomy of the colossal meltdown. (source: Light Reading) http://www.lightreading.com/document.asp?doc_id=2084

Just like the average investor, Cisco is trying to find the next big thing in the optical arena. With its program of private investments, Cisco is shaping what the optical IPO market will look like in the future. (source: Ref Herring) http://redherring.com/ipo/2000/1018/ipo-cisco101800.html

posted 10-20-2000 06:45 PM         

After enduring a devastating two-month sell-off of technology stocks, investors got slimed Wednesday by IBM's sluggish revenue growth. And given IBM's considerable girth, it's not likely the last true technology bellwether is going to kick it into high gear anytime soon. (source: Red Herring) http://www.redherring.com/investor/2000/1019/inv-ibm101900.html

posted 10-19-2000 05:59 PM         

Two former NSA staffers are betting their years of training in counterintelligence will give them an edge in the ever-growing Internet security business. VCs at eTrade and Softbank believe they're right. (source: Red Herring) http://www.redherring.com/vc/2000/1019/vc-spies101900.html

Nokia, the world's largest mobile phone maker, reported above-forecast third-quarter profits on Thursday and reaffirmed its growth outlook, easing fears of a slowdown in the global handset market and sending its shares soaring. (source: MSNBC) http://www.msnbc.com/news/478519.asp

In Brief:
- After Microsoft reported earnings of $0.46 a share last night, beating analysts' expectations by $0.05, the stock jumped nearly 20% by the end of trading Thursday.

posted 10-18-2000 06:29 PM         

Software giant Microsoft Corp. reported Wednesday fiscal first-quarter earnings and revenue that exceeded analysts' estimates. The company announced earnings of $0.46 compared to mean estimates of $0.41. (source: CNNfn) http://cnnfn.cnn.com/2000/10/18/technology/earns_microsoft/

Sun Microsystems said Wednesday that profits jumped to 30 cents a share in the latest quarter, up 88% from a year earlier and above Wall Street forecasts of 26 cents a share. Sun's stock jumped once the news was apparently posted to the computer maker's Web site ahead of schedule and then removed. Nasdaq halted Sun stock and minutes later the company issued its earnings report. (source: CNNfn) http://cnnfn.cnn.com/2000/10/18/technology/sun/

posted 10-17-2000 07:19 PM         

Verizon Communications' decision to delay the initial public offering of Verizon Wireless has caused many to question the future of pending IPOs from Nextel International and Propel. The delay has worsened the already-shaky wireless arena, as falling share value and increased competition has hurt the entire sector. (source: CNNfn) http://cnnfn.cnn.com/2000/10/17/deals/wireless/

Sprint and Sprint PCS both beat analysts' expectations of 3Q earnings. Sprint earnings fell to $0.47 from $0.48 a year ago, but still topped expectations of $0.46. PCS losses trimmed to -$0.41 from -$0.65 a year ago, beating expectations of -$0.42. (source: The Street) http://www.thestreet.com/markets/earnings/1128595.html

posted 10-16-2000 07:00 PM         

Can the bull run for customer-relationship-management software champ Siebel continue? Two Motley Fool columnists square off. (source: Motley Fool) http://www.fool.com/duelingfools/2000/duelingfools00101100.htm

A new chip war is shaping up between Intel and a new challenger, Transmeta, not over whose chip is the fastest, but whose consumes the least power. (source: Forbes) http://www.forbes.com/tool/html/00/Oct/1011/mu6.htm

This article takes an in-depth look at Oracle CEO Larry Ellison and his vision of the future of his company. (source: eCompany) http://www.ecompany.com/articles/mag/0,1640,8520,00.html

Europe can give a look into the future of wireless communications. The latest example is short messaging services, whereby users can chat (ala AOL's Instant Messenger or ICQ) through a wireless connection. (source: Forbes) http://www.forbes.com/tool/html/00/oct/1010/feat.htm

With far more data than a name, rank and serial number, privacy advocates call new military ID 'smart cards' too smart for their own good. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2638916,00.html

Think the Nasdaq's slide is hard on your stomach? Imagine what it's like for executives at online brokerages. Each day that the benchmark index for tech stocks takes another hit, the future of the discount online brokerage industry looks even shakier. (The Standard) http://dailynews.yahoo.com/h/is/20001012/bs/e-brokers_reaching_for_the_pepto-bismol_1.html

posted 10-16-2000 06:54 PM         

When the markets go down, stocks go on sale. This columnist sees and opportunity to buy great technology stocks, and provides the results of one of his screens. (source: Red Herring) http://redherring.com/investor/2000/1016/inv-focb101600.html

posted 10-13-2000 05:56 PM         

Despite releasing what appeared to be solid earnings numbers, Advanced Micro Devices got punished -- and Intel was rewarded. Why? (source: Red Herring) http://www.redherring.com/investor/2000/1013/inv-amd101300.html

As tech stocks stumble, some chip-related issues are putting up a fight. News in this sector isn't all bad. That means IPOs in the chip space - like software maker Synplicity - could excite some market interest over the next few weeks. (source: Upside) http://www.upside.com/Money/39e639050.html

posted 10-11-2000 07:01 PM         

Microsoft will have until November 27 to file written arguments in its appeal of a federal judge's ruling to break the software company in two, a federal appeals court said Wednesday. The brief is limited to 150 pages. The Justice Department's brief is limited to 125 pages, and must be filed by January 12, 2001 (source:MSNBC) http://www.msnbc.com/news/475158.asp

Making money was simple in the good ol' days of the New Economy: Invest in Cisco, Oracle, Sun and EMC, and kick up your feet. But now Cisco and Oracle are about 40% off their year highs. Will Sun and EMC be the next to fall? (source: MarketWatch) http://www.marketwatch.com/archive/20001011/news/current/techwatch.htx

posted 10-09-2000 05:39 PM         

Vodafone is in negotiations with Irish telecom company Eircom to take a majority stake in or acquire all of its mobile subsidiary, Eircell, The New York Times reported on its Web site Monday. (source: TheStreet.com) http://thestreet.com/brknews/telecom/1116574.html

Is the optical components market slowing down? Not according to the venture capitalists, who pumped a lot of money into three optical startups. (source: Red Herring) http://redherring.com/vc/2000/1009/vc-optics100900.html

posted 10-09-2000 10:44 AM         

Is NTT DoCoMo's partnership with AOL only a piece of a global play for world domination? (source: Red Herring) http://redherring.com/insider/2000/1004/tech-ww100400.html