posted 10-06-2000 05:18 PM         

The end of the year marks the time of tax-loss selling from institutions, yet another source of pressure on these already beaten down markets. This columnist takes a look at what makes a stock suceptible to these institutional sell-offs and some likely candidates. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/5811.asp

When it comes to assessing the health of Dell Computer's business, it's safe to say that Michael Dell is not exactly an unbiased source. Is that why he failed to mention that Dell's revenue growth was slowing two weeks ago after Intel shocked the market with a sales warning. (source: Red Herring) http://redherring.com/investor/2000/1006/inv-dell100600.html

posted 10-05-2000 05:37 PM         

CEO David Peterschmidt says he wants to make Inktomi as relevant to the Internet as Microsoft and Intel are to the PC. The company's performance over the last 18 months suggests he's doing just that. (source: Forbes.com) http://www.forbes.com/tool/html/00/oct/1005/feat3.htm

James J. Cramer explains why he thinks the sell-off of recent weeks is coming to a close (think Sun, EMC, and Oracle). (source: TheStreet.com) http://www.thestreet.com/comment/wrong/1109919.html

With the federal government lagging far behind in the technology revolution, some members of Congress suggest hiring an IT czar to shape things up. The title could give someone a killer business card. But who should it be? (source: Business2.0) http://www.business2.com/content/channels/ebusiness/2000/10/05/20351

posted 10-04-2000 06:22 PM         

Maxtor said Wednesday it will buy Quantum's Hard Disk Drive Group in an all-stock transaction valued at $1.3 billion. (source: MarketWatch) http://cbs.marketwatch.com/archive/20001004/news/current/mxtr.htx

AT&T’s management, in what would be a significant step toward breaking up the telecommunications giant, has proposed spinning off its struggling consumer long-distance business to shareholders, according to people familiar with the matter. (source: MSNBC) http://msnbc.com/news/472097.asp

Nokia, the world's dominant mobile phone handset maker, is expected to report a sharp drop in handset margins when it releases third quarter results later this month according to analyst research. (source: MarketWatch) http://www.ftmarketwatch.com/news/story.asp?guid={86FCFE47-4777-4F71-9FEB-ED681233CF06}

posted 10-03-2000 06:22 PM         

Oracle is one of the few old technology companies that has made a successful transition (so far) to the Internet market. But will the company's Net business be able to outperform the competition? (source: Redherring.com) http://www.redherring.com/investor/2000/1003/inv-oracle100300.html

Corel has nabbed desperately-needed cash through a $135 million investment from applications arch-rival Microsoft. Corel with develop and market applications for Microsoft's .Net project under the deal. While a $135 million investment by Microsoft is hardly huge, the implications of the deal most certainly are. (source: Forbes.com) http://www.forbes.com/tool/html/00/Oct/1003/mu9.htm

posted 09-28-2000 06:05 PM         

Apple Computer warned on Thursday that its earnings for the quarter ending Sept. 30 will be substantially below expectations because of slower-than-expected sales in September for products including the new G4 Cube. (source: ZDnet) http://www.zdnet.com/zdnn/stories/news/0,4586,2634881,00.html

After spending a decade leading one of Silicon Valley's largest and highest-profile companies, Eric Benhamou announced Thursday he will step down as 3Com's chief executive. (source: MarketWatch) http://cbs.marketwatch.com/archive/20000928/news/current/coms.htx

Is this the end of the tech bull run? This columnist says it isn't, this is just a transitional period where new upstarts like Ciena will start replacing the old tech guard, like Intel and Cisco. (source: Red Herring) http://redherring.com/investor/2000/0928/inv-pc092800.html

posted 09-27-2000 05:50 PM         

Although Microsoft got its first good news in months on the landmark antitrust case that threatens to split the software giant in two, the company’s stock only inched ahead Tuesday, ending the day hovering just above its 52-week low. A weak stock market was partly to blame, but analysts said the tepid reaction was the latest sign that Microsoft faces fundamental challenges well beyond the uncertainty over its court-ordered future. (source: MSNBC) http://msnbc.com/news/467850.asp

Tech heavyweights are weighing in on this November's election. Who's spending the most and which candidate is likely to benefit the technology sector. (source: Upside) http://upside.com/Ebiz/39d0dc0c0.html

posted 09-25-2000 06:24 PM         

After momentarily dragging the entire tech sector down with its bombshell revenue shortfall announcement, things are starting to get cold and lonely for Intel. As the market mulled the curious news and Intel's explanation of its shortcomings, various partners of Intel's distanced themselves from the chip giant and the problem seemed to be Intel's, not the industry's. (source: Red Herring) http://redherring.com/investor/2000/0925/inv-weird092500.html

posted 09-22-2000 05:43 PM         

In an attempt to win regulatory approval for their proposed $130 billion merger, AOL and Time Warner submitted anti-trust concessions to the EU today. (source: CNNfn) http://cnnfn.cnn.com/2000/09/22/deals/time_aol

It is almost universally agreed that Linux is cheaper, faster, and more reliable than its more popular competitors. What's holding it back is its user interface, which pales in comparison to Mac or Windows. But a company called Eazel is looking to change all that. (source: Business 2.0) http://www.business2.com/content/channels/technology/2000/09/22/19550

posted 09-20-2000 06:00 PM         

Fortune's list of the most admired companies in the world. GE tops the list with Cisco right behind. Former #2 Microsoft fell one spot. Look for related stories to the right of the list. (source: Fortune) http://www.fortune.com/fortune/globaladmired/

posted 09-18-2000 05:32 PM         

Sun Microsystems will release its long-delayed UltraSPARC III processor next week, in hopes of re-asserting itself as the dominant player in the Internet infrastructure market. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2628793,00.html

A new technological advance will allow fiber optic cables to transmit at 160 times their current rate. That innovation will make high-speed bandwidth much cheaper - a situation that's great for the consumer, but potential disaster for traditional telcoms. (source: eCompany.com) http://www.ecompany.com/articles/web/1,1653,8327,00.html

A number of new gaming consoles will hit the market within the next year, all with advanced graphics, and all looking to sell like mad. This article looks at the stocks poised to benefit the most from the impending craze. (source: Moneycentral) http://moneycentral.msn.com/articles/invest/sectors/5803.asp

Hewlett-Packard is considering the acquisition of PricewaterhouseCoopers' consulting business, a move that may signal the end of computer hardware-only companies. (source: theStandard.com) http://www.thestandard.com/article/display/0,1151,18590,00.html

As the IPO market returns from its summer break, it brings with it a deluge of backlogged offerings – over 300, in fact. Such a huge number of IPOs, amid a more wary market, may exhaust investor interest. (source: Redherring.com) http://www.redherring.com/ipo/2000/0918/ipo-fall091800.html