posted 02-15-2001 06:03 PM         

eCompany presents its picks for 40 tech stocks that will survive this downturn. The honorees include old reliable companies such as Cisco and Microsoft and a bunch of upstarts, such as Akamai and Juniper. (source: eCompany) http://ecompany.com/articles/mag/0,1640,9350,00.html

Wall Street loves dominant players in important markets. Cisco has long dominated the networking sector, but has the door been left open for Juniper? (source: Upside) http://upside.com/Communications/3a8b0b50f50.html

posted 02-14-2001 05:15 PM         

The storage sector, one of the last bastions of resistance against the economic slowdown plaguing the technology world, has finally taken a stumble. And though the long-term fundamentals in the storage group are still good, the Emulex news, paired with layoffs at EMC, mean the short term could be ugly. (source: Red Herring) http://www.redherring.com/investor/2001/0214/inv-storage021401.html

posted 02-13-2001 06:48 PM         

Internet retailer Amazon announced a new software-selling venture that may help the popular but unprofitable company achieve some much-needed financial success by year's end. Amazon has partnered with Preview Systems, a digital products commerce company, and Ingram Micro, a wholesale provider of technology software, to enable software downloads. (source: Business 2.0) http://www.business2.com/content/channels/ebusiness/2001/02/12/26204

Who will be the next Cisco? The networking giant is playing defense against a new generation of competitors. Will any of them beat Cisco at its own game? This columnist looks at the future prospects for the stocks of the networking upstarts challenging Cisco. (source: Money Central) http://moneycentral.msn.com/articles/invest/jubak/6208.asp

Last year Celera Genomics shook up the scientific world by successfully sequencing the human genome faster than anyone had predicted. But when the hype faded, investors were left with one big question: How could Celera turn its accomplishment into financial gain? (source: Fortune) http://www.fortune.com/fortune/investor/2001/02/19/str2.html

posted 02-12-2001 06:14 PM         

It's the trial of the century, at least as far as the memory industry is concerned. Rambus, which designs high-speed memory chips, will square off this week against chipmakers Micron Technology and Hyundai in a German court case that will, along with the outcome of other pending cases, send shockwaves through the entire memory market. (source: Cnet) http://news.cnet.com/news/0-1003-200-4773837.html

Instinet, the world's largest ECN, was the first of these trading systems to file for an IPO. However, it probably will not be the last as this market continues to evolve. (source: Red Herring) http://redherring.com/ipo/2001/0212/ipo-instinet021201.html

posted 02-12-2001 04:19 PM         

The conventional wisdom is that Tuesday's rare earnings miss by Cisco was somehow expected, and now that the bad news is out in the open, the market has seen the bottom. This columnist argues that no miss by a company that beats expectations quarter after quarter is expected and that anyone who listened to Cisco's marathon conference call Tuesday evening would be foolish to think the tech economy – or the U.S. economy – is out of the woods. (source: The Standard) http://www.thestandard.com/article/display/0,1151,22059,00.html

Recently found flaws in the security standard for wireless computer networks, or 802.11 networks, highlights a lesson the Internet industry has been slow to learn: Proper security requires extra steps. (source: Business 2.0) http://www.business2.com/content/channels/technology/2001/02/05/25878

posted 02-09-2001 05:13 PM         

In Brief:
- Motorola said Friday it will lay off as many as 4,000 employees from its semiconductor division as it strives to beef up its bottom line. The job cuts are part of a broader plan under which the company also will reduce capital spending and further consolidate its manufacturing operations.

The SEC's enforcement division is conducting a formal investigation into possible fraudulent accounting practices at Lucent Technologies, sources close to the investigation said Friday. The probe focuses on whether Lucent improperly booked $679 million in revenue during its 2000 fiscal year. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2683970,00.html

Dell Computer, after slashing prices amid slowing growth in the personal-computer market, is gearing up for deep expense cuts that could include the first layoffs in its 16-year history. (source: MSNBC) http://www.msnbc.com/news/528632.asp

posted 02-08-2001 10:24 AM         

E-commerce software maker Vignette said Wednesday that it has formed a wireless spinoff to develop e-business and personalization software for mobile networks, despite recently shutting offices and shaving its work force. (source: CNET) http://news.cnet.com/news/0-1007-200-4741543.html

Online book seller Amazon has once again found a new way to squeeze an extra buck from its operations. The Seattle-based online retailer will begin charging publishers to take part in its email marketing program in which the company mails out recommendations of certain book titles to customers, according to reports today. (source: Upside) http://www.upside.com/Ebiz/3a8182903.html

While its Windows operating systems are really the only game in town for PC operating systems, Microsoft's planned adventure into the world of embedded operating systems is far from a guaranteed success. While Microsoft has boldly taken the first steps by getting several of the top embedded chip companies in its corner, its new competitors in the operating system space are entrenched and ready to defend their turf, even against the Redmond giant. (source: Forbes) http://www.forbes.com/2001/02/07/0207msft.html

posted 02-05-2001 06:33 PM         

Heat will be one of the most critical issues in computer and semiconductor design in the coming years, according to industry-leader Intel. Estimates place microprocessor power ten years from now as roughly equal to that of the fastest supercomputers of today - but if nothing else changes, those chips will produce as much heat, for their proportional size, as a nuclear reactor. (Source: CNET) http://news.cnet.com/news/0-1006-200-4700396.html

Lucent management has perfected the art of disappointing. But if they come through on the promised spin-off of Agere, investors may finally see the light. (source: Red Herring) http://www.redherring.com/ipo/2001/0205/ipo-agere020501.html

posted 02-05-2001 10:26 AM         

Microsoft CEO Steve Ballmer may be legendary for his high-decibel histrionics. But since being named chief executive almost 13 months ago, he has quietly steered the 25-year-old icon in a new direction that focuses on customer solutions instead of cool technology. (source: USA Today) http://www.usatoday.com/usatonline/20010129/3024494s.htm

posted 02-02-2001 05:56 PM         

They warn and lower guidance. They warn again and lower their lowered guidance. But personal computer stocks have just completed the best monthly performance they've had in years. (source: The Street) http://www.thestreet.com/tech/hardware/1288506.html

posted 02-01-2001 07:05 PM         

Employees laid off by Amazon.com are being urged by union activists not to agree to the Internet retailer's enhanced severance package, which includes more money and benefits but contains a clause prohibiting them from making any derogatory comments about the company. (source: News.com) http://news.cnet.com/news/0-1007-200-4680467.html