posted 12-18-2000 05:51 PM         

Now that the election mess is finally settled, we can start thinking about what a Bush presidency means for the business community. This columnist takes a look at what may lay in store for the tech sector. (source: Upside) http://upside.com/Richard_Brandt/3a3a7c7c68e.html

posted 12-15-2000 05:04 PM         

In its latest attempt to reinvent itself, IBM is trying to seduce investors with sultry talk of e-business infrastructure. Big Blue is hoping to overcome investor worries about persistent sluggish revenue growth. (source: Money) http://www.money.com/money/depts/techinvestor/archive/001214.html

Many large-cap tech firms use investment income to meet estimates. This columnist thinks it's time for such accounting tricks to stop. (source: Upside) http://www.upside.com/Stefani_Lako_Baldwin/3a3942c5466.html

posted 12-14-2000 04:57 PM         

JDS Uniphase is a shining example of a company that has bought its way to the top of its business. And even though its market cap has dropped roughly in half over the last three months, look for its soon-to-be-approved acquisition of SDL to renew investor interest and inspire further takeovers. (source: Red Herring) http://www.redherring.com/investor/2000/1214/inv-jds121400.html

posted 12-13-2000 05:40 PM         

Sycamore's co-founder and chairman, Gururaj "Desh" Deshpande, is used to playing the maverick. Even so, it's getting mighty lonely in Sycamore's corner these days. (source: The Street) http://www.thestreet.com/tech/networking/1209975.html

posted 12-12-2000 06:01 PM         

IBM is planning to invest $1 billion in Linux in 2001 and another $4 billion in "e-sourcing" over the next three years, IBM chairman and CEO Louis Gerstner said Tuesday morning. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2663673,00.html

The staff of Red Herring presents its 2001 guide to technology investing. They selected eight major categories of stocks and looked at some of the best, or biggest, names in each. (source: Red Herring) http://redherring.com/mag/issue87/mag-cap-87.html

posted 12-11-2000 05:49 PM         

3Com and Broadcom announced an agreement to develop and jointly market products for high-speed network connectivity based on the Gigabit Ethernet standard. 3Com also said it will sell up to 7.1 million shares, or 2% of its common shares, to Broadcom through Dec. 4, 2002. (source: The Street) http://www.thestreet.com/tech/networking/1206831.html

posted 12-08-2000 05:32 PM         

In brief:

posted 12-07-2000 05:33 PM         

Intel warned after the market closed that 4Q revenue would fall short of its expectations, primarily because of slowing PC demand. The chipmaker now expects revenue to be flat with the third quarter "plus or minus a couple of percentage points." The company had expected revenue to rise 4% to 8% from the third quarter. (source: The Street) http://www.thestreet.com/tech/semis/1204089.html

Sales of personal computers are expected to grow nearly 20% this quarter, despite concerns over the depressed US consumer market. While demand in the US is indeed dropping, sales in other regions are growing. In particular, sales of portable computers continue to pick up steam. (source: Upside) http://www.upside.com/News/3a2ed9e32fb.html

posted 12-06-2000 05:47 PM         

The battle is joined: has the bull finally managed to stampede the bear, or was yesterday just a temporary setback in a longer bear run? Two columnists state their cases. (source: TheStreet.com)
Bull: http://www.thestreet.com/comment/editorsletter/1201556.html
Bear: http://www.thestreet.com/funds/strategies/1201492.html

There are a lot of bargains to be found in the tech sector (see InvestorGuide CEO Tom Murcko's latest Tomments and Tommentary for more on this topic). However, the tech meltdown has driven home the benefits of being diversified. For those of you with a knack for picking tech stocks and no clue about some of the old economy sectors, this columnist suggests letting a pro help you out. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/careful/5995.asp

Ventro's CEO told the crowd at a sparsely attended b2b conference that his company's stock was trading at 1% of its high. The somber keynote speech at a once-popular conference shows just how much things have changed in the b2b world. (source: Red Herring) http://redherring.com/industries/2000/1206/ind-b2b120600.html

posted 12-05-2000 05:56 PM         

AT&T announced a $25 million-dollar internet venture with two state-owned Chinese partners, making it the first foreign company to provide telecommunications services in that country. The venture will provide broadband Internet service to Shanghai's new Pudong business district. (source: The Washington Post) http://www.washingtonpost.com/wp-dyn/articles/A25852-2000Dec5.html

Cisco CEO John Chambers continues to point skyward, but Wall Street's eyes are increasingly glued to that fast-approaching cliff. How can Cisco not even have a whiff of the bad brew surrounding it? (source: The Street) http://www.thestreet.com/tech/networking/1198156.html

As the FTC nears a decision in its review of AOL's proposed merger with Time Warner, archrival Microsoft is behind the scenes, endeavoring to convince federal regulators to block the deal. The main source of contention remains competitors' access to the combined company's high-speed cable lines. (source: MSNBC) http://www.msnbc.com/news/498902.asp

With long-time House Commerce Committee Chairman Tom Bliley out of the way, the 107th Congress could take action on some controversial broadband proposals. Here come the donation checks from the Baby Bells. (source: Business 2.0) http://www.business2.com/content/channels/ebusiness/2000/12/05/23362