'Net Tickers Sink In Sync With Reports Of Q2 Losses

Well, we've got another big week of Internet quarterly reports to come in this, the most important earnings season ever for Internet companies. And while some 'Net players have wowed the street with record revenue growth and profits, the vast majority continue to turn in net losses, most notably Amazon.com.

As expected, the market has reacted with extreme ire, driving down all sectors but one this week. Since most of the few dozen 'Net companies expected to release quarterlies in the next 10 days also will show losses, the gloom should carry well into August. That's what summer vacations are for.

PERFORMANCE BY SECTOR

                           Ave. 7-Day
                            % Change

Wireless                      0.8%
Search/Portals               -1.5%
Content/Communities          -2.1%
ISPs/Access Providers        -3.5%  
Speed/Bandwidth              -4.6%
Internet Services            -5.6%
Financial Services           -5.8%
Consultants/Designers        -6.5%
Security                     -7.1%
E-commerce Enablers          -7.6%
E-tailers                    -7.7%
Performance Software         -9.9% 
Advertising/Marketing       -11.3% 

 
TOP 10 GAINERS               7-Day % Gain        Category

KOOP   drkoop.com               64.7%            Content/Communities
TPN    TownPagesNet             34.8%            Content/Communities
EMUS   EMusic.com               34.6%            E-tailers
PLRX   PlanetRx.com             34.4%            E-tailers
FUSN   Fusion Networks          34.1%            Internet Services
TANN   Tanning Technology       33.9%            E-Commerce Enablers
LOIS   Loislaw.com              33.1%            Content/Communities
MCOM   Metricom                 31.8%            Wireless
IZAP   ZapME!                   29.9%            ISPs/Access Providers
ILIF   ilife.com                29.4%            Content/Communities
MRBA   Marimba                  29.4%            Internet Services

TOP 10 LOSERS                7-Day % Loss         Category
 
MPLX   Mediaplex               -55.4%             Advertising/Marketing
NTCR   NetCreations            -37.2%             Advertising/Marketing
GIGM   GigaMedia               -35.2%             ISPs/Access Providers
BFLY   Bluefly                 -33.9%             E-tailers
CTCH   CommTouch               -32.4%             Internet Services
EFAX   eFax.com                -32.0%             Internet Services
CLIC   Calico Commerce         -30.6%             E-Commerce Enablers
AKAM   Akamai Technologies     -30.0%             Speed/Bandwidth
INSW   InsWeb                  -29.4%             E-tailers
RAMP   Ramp Networks           -28.4%             Speed/Bandwidth
 
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                             WIRELESS PRODUCTS/SERVICES

                       7/26   7-Day   7-Day  1-Month         Market
       Company        $Close $Change %Change %Change   YTD     Cap
                     
MCOM   Metricom        39.13   9.44   31.8%   31.5%  -50.4%    1.5B
DLK    Datalink.net    22.50   3.50   18.4%   73.9%  312.3%  315.2
AETH   Aether Systems 181.13  14.13    8.5%   -7.6%  152.0%    6.4B
PHCM   Phone.com       89.75   5.06    6.0%   32.0%  -22.9%    7.9B
PALM   Palm            36.69   1.81    5.2%   36.5%    N/A    20.7B
PRTH   Parthus Tech.   34.13   0.69    2.1%   33.5%    N/A     1.7B
HAND   Handspring      38.69  -0.31   -0.8%   55.5%    N/A     4.7B
INSP   InfoSpace       47.75  -0.50   -1.0%  -19.4%  -11.1%   10.3B
VYYO   Vyyo            35.38  -0.63   -1.7%   15.0%    N/A     1.3B
IWAV   interWAVE       17.38  -0.56   -3.1%   50.3%    N/A   779.9
GOAM   GoAmerica       13.38  -0.56   -4.0%  -16.7%    N/A   601.9
SVNX   724 Solutions   40.25  -3.50   -8.0%  -15.0%    N/A     1.5B
PUMA   Puma Technology 22.19  -1.97   -8.1%  -22.5%  -66.1%  948.6
GWRX   Geoworks        13.63  -1.81  -11.7%  -14.