posted 12-01-2000 07:04 PM         

Compaq, the world's largest computer maker, said its board approved a stock buyback of up to $1 billion of common shares. The company plans to buy the shares on the open market from time to time, depending on market conditions. (source: Upside) http://www.upside.com/texis/mvm/news/wire?id=3a27d47e12

Broadband ISPs have clearly seen better days. The stock prices of pure-play DSL providers have plunged dramatically over the past few months on jitters about deteriorating revenues. Here's a look at how the current ISP situation pans out. (source: Red Herring) http://www.redherring.com/investor/2000/1201/inv-dsl120100.html

posted 11-29-2000 05:45 PM         

Verizon backed out of an $800 million agreement to buy a controlling interest in DSL operator NorthPoint Communication. Verizon said the deteriorating financial condition of NorthPoint as the reason for the change in plans. (source: MarketWatch) http://cbs.marketwatch.com/archive/20001129/news/current/npnt.htx

The "Intel Inside" logo might be moving to cell phones as the chip giant is expected to announce next week that it and Analog Devices have finished a joint-designed digital signal processor and are ready to begin production. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2658478,00.html

Start-up Village Networks has big plans for routing traffic over the internet. The company's hybrid technology can allow ISPs to serve as traffic controllers, putting high-priority clients into the head of the line for bandwidth. (source: Red Herring) http://redherring.com/mag/issue87/mag-one-87.html

posted 11-28-2000 05:59 PM         

The makers of semiconductors used for the high-speed transmission of data – until recently among the most high-flying companies on Nasdaq – were socked for a second day in a row amid investors' concerns about a slowing of demand for their products. (source: CNNfn) http://cnnfn.cnn.com/2000/11/28/technology/communication/

posted 11-22-2000 04:34 PM         

The new telecommunications landscape is complex enough to get any investor lost. Here are Red Herring's directions on which telecom stocks to follow. (source: Red Herring) http://www.redherring.com/investor/2000/1122/inv-telecom112200.html

posted 11-21-2000 05:41 PM         

This money manager is frustrated with the way he played the market top. So, he is trying to make up for it by playing the bottom better. He shares some advice on how to deal with a market approaching the bottom. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/6014.asp

Verisign's stock has taken a hit since ICANN, the organization overseeing domain names, announced a crop of new top-level domains. However, this author feels that Verisign will not be as hurt by this development as some seem to think. (source: Red Herring) http://redherring.com/investor/2000/1121/inv-verisign112100.html

posted 11-20-2000 05:38 PM         

Do you have to share the same information with your enemies that you do with your friends? For 10 years, the answer in the software industry in Europe has been no. But an investigation by the European Commission into Microsoft's software-licensing practices could change that - not only in Europe, but also worldwide. (source: ZDNet) http://www.zdnet.com/zdnn/stories/news/0,4586,2655776,00.html

posted 11-17-2000 05:33 PM         

Storage stocks have been sold off pretty heavily following Network Appliance's latest quarterly earnings report. The folks at Red Herring think it's a massive overreaction. (source: Red Herring) http://www.redherring.com/investor/2000/1117/inv-storage111700.html

If you own one of the 949 mutual funds with a stake in Nortel, you may be wondering how your money manager has weathered the unnerving period since the company's surprise revenue disappointment. Well, those that weren't selling were gripping the arms of their chairs with their eyes squeezed shut, chanting: looonng-terrrrrrrm; loooonng-terrrrrrm. (source: The Street) http://www.thestreet.com/funds/investing/1177360.html

How do you know when a stopgap technology has had its day? Just look at AvantGo. The company has generated buzz and built a growing base of customers, but its technology could soon be outmoded. (source: eCompany) http://www.ecompany.com/articles/web/0,1653,8889,00.html

posted 11-14-2000 06:18 PM         

Cisco and Corning agreed to jointly develop optical equipment for the Internet. The project will integrate Corning's optical fiber and photonic products with Cisco's optical networking products in an attempt to speed the deployment of optical networks. No financial terms were disclosed. (source: The Street) http://www.thestreet.com/tech/networking/1172578.html

Given the telecom-spending worries, companies that will profit in the sector are likely to be the same ones that can rein in costs for the service providers. Jim Jubak lays out a few in particular you may may want to consider. (source: MoneyCentral) http://moneycentral.msn.com/articles/invest/jubak/5902.asp

In January 1999, PSINet was doing fine in its space as an ISP for businesses, its stock was trading at around $34 a share by the end of that month, and it was beefing up its low profile by putting its name on an NFL stadium for a cool $105 million for the next 20 years. Now it's probably wishing it had put those millions to better use. (source: Upside) http://www.upside.com/Ebiz/3a0c861fd.html

In Brief:
- CMGI plans to sell its entertainment Web site iCast and its free Internet access business 1stUp.com. The move is part of CMGI's previously-stated effort to achieve profitability.