The Fall Internet World Trade Show is wrapping up this week in New York, and it has been a depressing experience. Attendance is down, and the general mood runs from subdued to dispirited to desperate, depending on your funding situation. There’s a hangover feeling, which seems appropriate as this sobering year for ‘Net investors staggers toward its finish.
Ironically, at the exact same time that an aura of gloom was enveloping the show, Internet stocks turned in their strongest performance in months, with 12 of sectors gaining this week. The bottom barely hinted at last week may finally be here. Indeed, the tremendous volatility seen even within one day’s trading during the past week is another sign, since a market turnaround usually is a messy affair.
Be wary, however, for much of the upward thrust in some of this week’s highest gaining sectors – yes, I mean Advertising/Marketing and E-tailers in particular – comes from stocks bouncing their way toward new lows. And when you bounce, sometimes you go up. Because of my Internet World schedule, my comments below are brief. But as usual, all the numbers are here.
*Market Cap figure is in millions unless otherwise noted.
PERFORMANCE BY SECTOR
Ave. 7-Day
% Change
Security +15.6%
Advertising/Marketing +13.0%
E-tailers +12.1%
Search/Portals +9.3%
Financial Services +9.0%
E-commerce Enablers +8.2%
ISPs/Access Providers +8.0%
Wireless +7.4%
Performance Software +5.1%
Internet Services +4.7%
Consultants/Designers +3.9%
Speed/Bandwidth +4.9%
Content/Communities -2.5%
TOP 10 GAINERS 7-Day % Gain Category
EFTD FTD.COM 104.0% E-tailers
PCOR pcOrder.com 100.0% E-Commerce Enablers
TLCT Telocity 80.0% ISPs/Access Providers
COVD Covad 78.1% Speed/Bandwidth
SNOW Snowball.com 72.2% Content/Communities
HSAC High Speed Access 68.8% Speed/Bandwidth
BFRE Be Free 68.1% Advertising/Marketing
WGRD WatchGuard 61.7% Security
KOREA Korea Thrunet 58.3% ISPs/Access Providers
KANA Kana 58.2% Internet Services
TOP 10 LOSERS 7-Day % Loss Category
MRCH marchFIRST -59.4% Consultants/Designers
CYLK Cylink -40.1% Security
WBVN Webvan Group -36.0% E-tailers
AVSR Avistar -29.9% Performance Software
USIX USinternetworking -28.6% Internet Services
AVCI Avici Systems -28.1% Speed/Bandwidth
TUTS Tut Systems -27.5% Speed/Bandwidth
NEOF Neoforma.com -27.4% E-Commerce Enablers
WAVO WAVO -26.7% Performance Software
OTGS OTG Software -25.7% Performance Software
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WIRELESS PRODUCTS/SERVICES
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
AETH Aether Systems 100.63 22.69 29.1% -38.0% 24.6% 3.9B
INSP InfoSpace 20.31 3.81 23.1% -50.1% -62.1% 5.9B
GWRX Geoworks 4.97 0.84 20.5% -52.7% -68.3% 107.6
WFII Wireless Facil. 60.75 10.25 20.3% -24.7% 35.1% 2.6B
PHCM Phone.com 98.31 14.63 17.5% 1.1% -11.7% 8.1B
MCOM Metricom 19.31 2.81 17.0% -45.5% -75.8% 593.2
GOAM GoAmerica 9.81 1.31 15.4% 6.7% N/A 504.2
IWAV interWAVE 5.56 0.69 14.1% -49
.0% N/A 269.5
IIIM i3 Mobile 5.63 0.63 12.5% -21.2% N/A 128.3
SVNX 724 Solutions 32.88 1.56 5.0% -38.0% N/A 1.2B
PUMA Puma Technology 12.94 0.06 0.5% -32.3% -76.7% 547.3
PALM Palm 55.88 -1.56 -2.7% 6.6% N/A 31.6B
VYYO Vyyo 21.19 -0.69 -3.1% -27.3% N/A 795.4
HAND Handspring 88.44 -3.13 -3.4% 69.3% N/A 11.1B
AVGO Avantgo 14.00 -0.50 -3.4% N/A N/A 466.9
OMNY OmniSky 14.69 -1.00 -6.4% N/A N/A 956.9
RIMM Research/Motion 106.13 -10.81 -9.2% 46.5% 171.0% 7.6B
PRTH Parthus Tech. 37.50 -5.63 -13.0% -8.7% N/A 1.9B
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Wireless Ave. +7.4%
Aether Systems gains in wake of $25 million partnership with data
analysis software vendor MicroStrategy. InfoSpace beats street
forecasts of break-even with a quarterly net profit of 3 cents per
share.
SEARCH/PORTALS
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
CHINA Chinadotcom 9.88 2.63 36.2% -63.0% -81.1% 862.8
STRM StarMedia 6.13 1.25 25.6% -42.3% -85.4% 403.1
BOUT About.com 24.25 4.25 21.3% -50.9% -77.6% 437.8
GOTO GoTo.com 12.38 2.13 20.7% -52.3% -84.0% 645.9
SINA SINA.com 6.44 0.75 13.2% -71.0% N/A 263.5
NTES Netease.com 3.78 0.28 8.0% -46.4% N/A 113.8
YHOO Yahoo! 55.56 2.81 5.3% -54.7% -75.4% 30.5B
AOLA AOL/Latin Am. 5.25 0.25 5.0% -39.3% N/A 1.4B
LCOS Lycos 37.63 0.63 1.7% -44.4% -47.2% 4.2B
DIG Disney-Internet 6.75 0.06 0.9% -50.2% -67.6% 1.1B
AOL America Online 47.02 0.11 0.2% -22.1% -37.0% 1.1B
SOHU Sohu.com 4.25 -0.06 -1.4% -44.0% N/A 132.7
LOOK LookSmart 6.16 -0.16 -2.5% -55.2% -75.1% 551.8
ASKJ Ask Jeeves 10.75 -0.50 -4.4% -51.7% -88.6% 383.5
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Search/Portals Ave. +9.3%
Chinadotcom buys a British Internet consultancy, while portal giants
Yahoo! and Lycos appear to be stabilizing after hasty trips south
over the past month. With the cellar-dweller here off only 4.4%,
this sector has the lighest downside of the bunch for the week.
CONTENT/COMMUNITIES
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
SNOW Snowball.com 0.97 0.41 72.2% -54.4% N/A 36.3
CNET CNET Networks 28.69 9.81 52.0% -28.6% -62.3% 2.5B
IMPV ImproveNet 1.50 0.47 45.5% -51.5% N/A 25.1
TGLO theglobe.com 0.81 0.25 44.4% -56.4% -93.1% 25.2
EWBX EarthWeb 11.63 2.88 32.9% -8.3% -79.2% 121.0
TURF iTurf 0.91 0.22 31.8% -42.9% -93.4% 19.1
VDAT Visual Data 2.75 0.66 31.3% -41.2% -76.3% 23.1
IASIA Asiacontent.com 1.75 0.38 27.3% -59.6% N/A 60.1
IVIL iVillage 1.75 0.38 27.3% -72.1% -91.9% 52.0
ONES OneSource 12.56 1.94 18.2% -18.4% -17.0% 146.8
MLTX Multex.com 14.00 2.13 17.9% -38.1% -62.9% 425.4
SPLN SportsLine.com 9.25 1.25 15.6% -48.6% -82.2% 244.3
TSCM TheStreet.com 3.25 0.44 15.6% -39.8% -79.1% 87.1
HCEN HealthCentral.com 1.44 0.19 15.0% -52.2% -80.0% 64.9
HSTM HealthStream 2.28 0.28 14.1% -5.6% N/A 45.6
MKTW MarketWatch.com 4.56 0.56 14.1% -64.2% -88.4% 74.9
HGAT HealthGate Data 1.13 0.13 12.5% -25.6% N/A 20.1
INTM internet.com 19.13 2.00 11.7% -35.5% -61.7% 479.9
NBCI NBC Internet 5.00 0.50 11.1% -31.9% -93.2% 312.7
VERT VerticalNet 25.56 2.38 10.2% -45.0% -70.8% 2.2B
STAD Student Advantage 4.22 0.34 8.9% -42.9% -80.4% 152.4
SALN Salon.com 1.14 0.08 7.4% -46.7% -78.2% 15.9
LAUN Launch Media 3.75 0.13 3.4% -36.0% -74.5% 50.9
HOOV Hoover's 4.06 0.03 0.8% -27.3% -44.0% 56.1
TCTY Talk City 0.72 0.00 0.0% -46.0% -96.5% 18.0
EDGR EDGAR Online 3.94 0.00 0.0% -28.8% -52.0% 49.1
SWBD Switchboard 5.38 0.00 0.0% -17.4% N/A 132.5
TPN TownPagesNet 0.94 -0.06 -0.1% -44.0% -81.4% 9.0
KOOP drkoop.com 0.88 -0.03 -3.4% -28.9% -90.8% 30.5
SCRM ScreamingMedia 5.38 -0.25 -4.4% -39.2% N/A 201.2
PASA quepasa.com 0.53 -0.03 -5.5% -57.1% -96.0% 9.9
QKKA Quokka Sports 2.94 -0.25 -7.8% -36.8% -72.0% 136.1
LOIS Loislaw.com 2.25 -0.25 -10.0% -70.1% -93.4% 47.3
KNOT Knot 2.41 -0.28 -10.5% -2.3% -65.3% 35.2
HOMS Homestore.com 29.44 -3.81 -11.5% -30.6% -49.0% 2.4B
MPPP MP3.com 3.50 -0.50 -12.5% -45.7% -90.6% 238.7
DTHK DigitalThink 35.13 -6.38 -15.4% 15.0% N/A 1.2B
ARTD Artistdirect 0.63 -0.13 -16.7% -61.9% N/A 23.0
INFO Infonautics 1.56 -0.38 -19.4% -41.3% -73.8% 19.1
NETR NetRadio 0.75 -0.19 -20.0% -44.0% -88.5% 7.5
WOMN Women.com 1.38 -0.38 -21.4% -37.5% -85.7% 64.3
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Content/Comm. Ave. -2.5%
Even with a number of tickers bouncing hard off new bottoms, this
sector manages to be the only loser this week. Cnet Networks doubles
its revenues for Q3 and turns in a net profit, after goodwill
amortization and other costs, of 7 cents per share. EarthWeb
revenues and gross margins climb, while net loss shrinks.
E-TAILERS
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
EFTD FTD.COM 3.19 1.63 104.0% -25.8% -68.3% 155.0
INSW InsWeb 2.88 0.94 48.4% -1.7% -92.3% 101.2
EGGS Egghead.com 2.50 0.75 42.9% -32.2% -87.6% 105.9
TMCS Ticketmaster 14.50 3.88 36.5% -46.5% -68.5% 1.3B
PLRX PlanetRx.com 0.47 0.13 36.4% -34.4% -97.5% 24.2
SQST SciQuest.com 4.28 0.97 29.2% -61.2% -95.6% 124.2
AMZN Amazon.com 31.88 6.75 26.9% -46.2% -68.6% 11.3B
AHWY audiohighway.com 0.63 0.13 25.0% -41.9% -92.8% 4.0
HITS Musicmaker.com 0.34 0.06 22.2% -40.0% -93.1% 11.4
ADBL Audible 1.06 0.19 21.4% -43.9% -92.7% 29.3
CTIX Cheap Tickets 10.38 1.63 18.6% -27.3% -36.4% 251.5
BUYX BUY.COM 2.31 0.34 17.5% -46.0% N/A 303.4
AMEN Crosswalk.com 1.31 0.19 16.7% -23.1% -73.5% 10.2
EMUS EMusic.com 0.88 0.13 16.7% -58.6% -92.0% 37.7
EXPE Expedia 11.19 1.50 15.5% -33.2% -66.8% 539.4
ETYS eToys 4.03 0.47 13.2% -38.6% -85.0% 491.8
SFTY eSAFETYWORLD 1.63 0.19 13.0% -18.2% N/A 4.9
IPET Pets.com 0.59 0.06 11.8% -46.9% N/A 17.4
BNBN barnesandnoble.com 3.94 0.41 11.5% -40.0% -72.7% 575.4
ROOM Hotel Network 30.63 2.88 10.4% -29.5% N/A 1.7B
BGST BigStar 0.34 0.03 10.0% -59.2% -96.1% 3.5
PCLN priceline.com 5.31 0.44 9.0% -79.5% -88.2% 885.2
FATB Fatbrain.com 4.03 0.28 7.5% -3.2% -83.7% 52.6
PPOD Peapod 1.00
0.06 6.7% -44.4% -88.2% 18.0
VSHP VitaminShoppe.com 0.63 0.03 5.3% -41.2% -92.5% 12.7
COOL Cyberian Outpost 3.13 0.13 4.2% -30.0% -66.5% 98.9
EBKR Ebookers.com 4.94 0.19 3.9% -17.8% -68.2% 84.1
ALOY Alloy Online 7.38 0.23 3.3% -9.8% -50.1% 154.1
FASH Fashionmall.com 2.13 0.06 3.0% -14.1% -48.6% 15.9
EBAY eBay 54.06 0.69 1.3% -19.7% -8.3% 14.5B
BFLY Bluefly 2.50 0.00 0.0% -21.4% -71.0% 12.3
ESTM E-Stamp 0.69 0.00 0.0% -52.4% -96.9% 27.4
SKDS SmarterKids.com 1.75 0.00 0.0% -3.5% -73.7% 36.0
TIXX Tickets.com 1.22 -0.03 -2.5% N/A -90.3% 72.1
DSCM Drugstore.com 2.53 -0.09 -3.6% -44.0% -92.1% 134.4
LMIN Lastminute.com 8.13 -0.63 -7.1% -13.1% N/A 244.3
VSTY Varsity Group 0.63 -0.06 -9.1% -28.6% N/A 9.9
BYND Beyond.com 0.72 -0.08 -9.8% -20.6% -88.2% 27.4
GDEN Garden.com 0.25 -0.03 -11.1% -75.0% -95.3% 4.4
ASFD Ashford.com 2.13 -0.44 -17.1% -27.0% -77.4% 96.2
WBVN Webvan Group 1.00 -0.56 -36.0% -53.8% -89.9% 346.7
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E-tailers Ave. 12.1%
Online flower seller FTD.com posts its first quarterly profit,
$253,000, or 1 cent a share, and says it expects to be profitable
for the full fiscal year that ends next June. Revenues were
$18.2 million. The combination sent EFTD to the top of our list
of gainers for the week. Online insurance services provider InsWeb
cuts its quarterly losses to 24 cents per share from 62 cents per
share.
FINANCIAL SERVICES
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
ICGE Internet Capital 12.69 3.44 37.2% -60.7% -93.4% 3.6B
NTBK Net.B@nk 10.63 1.88 21.4% -32.4% -48.5% 315.3
WITC Wit Soundview 6.16 1.06 20.9% -42.3% -65.6% 557.3
EGRP E*TRADE 13.69 2.25 19.7% -35.7% -49.7% 4.1B
DIR DLJdirect 5.19 0.81 18.6% -33.3% -62.9% 532.5
WEBS Web Street 1.84 0.22 13.5% -38.1% -85.7% 47.5
AMTD Ameritrade 14.13 1.25 9.7% -31.4% -34.8% 2.3B
CMGI CMGI 16.69 1.25 8.1% -59.0% -87.9% 4.9B
MDCM Mortgage.com 0.66 0.03 5.0% -39.5% -86.5% 29.1
NXCD NextCard 7.72 0.22 2.9% -11.8% -70.1% 409.5
EELN E-LOAN 3.31 0.06 1.9% -3.6% -77.8% 175.2
LINE onlinetrading.co 3.28 0.03 1.0% -43.0% -72.2% 37.7
ECMV E Com Ventures 0.91 -0.06 -6.4% -13.9% -68.7% 9.0
TREE LendingTree 3.03 -0.25 -7.6% -48.3% N/A 54.6
DVIN divineInterventures 2.94 -0.38 -11.3% -49.5% N/A 403.7
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Financial Services Ave. 9.0%
B2B e-commerce incubator Internet Capital Group is planning a national
advertising campaign designed to turn around its free-falling stock by
helping investors better understand its business model. In attributing
its steep decline in part to investor confusion, ICGE is taking a page
from CMGI. But at least CMGI is taking tangible steps through a massive
reorganization and streamlining of business divisions. CMGI CEO
David Wetherell also says his company has dramatically slowed its
cash-burn rate through layoffs in recent months.
E-COMMERCE ENABLERS
10/25 7-Day 7-Day 1-Month YTD Market
Company
$Close $Change %Change %Change Cap
PCOR pcOrder.com 6.13 3.06 100.0% -36.2% -93.2% 103.4
CORI Corillian 15.38 5.13 50.0% 12.3% N/A 490.9
CYCH CyberCash 2.81 0.94 50.0% -52.5% -75.7% 72.8
IMPV ImproveNet 1.50 0.47 45.5% -51.5% N/A 25.1
PRSW Persistence 11.50 3.25 39.4% -39.3% -56.2% 224.8
DRIV Digital River 5.56 1.50 36.9% -41.4% -88.2% 121.8
EPNY E.piphany 89.13 21.75 32.3% -16.0% -66.3% 4.0B
ITRA Intraware 8.19 1.88 29.7% -45.6% -93.1% 214.8
PFSW PFSweb 1.88 0.41 27.7% -44.2% -95.6% 33.5
OPUS Opus360 1.84 0.38 25.5% -49.0% N/A 92.6
LQID Liquid Audio 4.78 0.91 23.4% -36.3% -83.2% 107.0
TANN Tanning Tech. 8.28 1.53 22.7% -57.7% -88.2% 174.3
CLIC Calico Commerce 3.28 0.59 22.1% -52.5% -94.0% 115.1
AGIL Agile Software 72.81 11.19 18.2% -18.9% -35.8% 3.4B
CYBS CyberSource 6.38 0.86 15.6% -37.8% -84.9% 221.9
OMKT Open Market 3.06 0.41 15.3% -63.4% -93.6% 142.7
CMRC Commerce One 67.00 7.81 13.2% -6.2% -28.3% 12.7B
XCAR XCare.net 5.38 0.63 13.2% -18.4% N/A 87.3
ORCC Online Resources 4.50 0.50 12.5% 4.7% -73.0% 52.2
ARTG Art Technology 86.63 9.38 12.1% -16.5% 32.5% 5.8B
GSPT Global Sports 7.56 0.81 12.0% -17.2% -39.9% 164.1
WEBM webMethods 85.00 8.75 11.5% -31.4% N/A 4.0B
PRVW Preview Systems 3.94 0.38 10.5% -57.2% -93.5% 67.4
ZNGN Zengine 12.94 0.94 7.8% N/A N/A 213.1
EPAY Bottomline Tech. 35.75 2.50 7.5% -1.8% 4.7% 459.7
STCS Software Tech. 18.75 1.00 5.6% -16.4% N/A 1.3B
QSFT Quest Software 56.56 2.69 5.0% 7.2% 14.6% 4.8B
SNHK Sunhawk.com 12.13 0.38 3.2% -31.3% N/A 36.5
ROWE Rowecom 2.44 0.06 2.6% -46.2% -93.7% 30.2
FIRE FirePond 8.72 0.22 2.6% -48.0% N/A 310.0
SLTC Selectica 31.94 0.50 1.6% -20.3% N/A 1.1B
BVSN BroadVision 25.13 0.38 1.5% -19.2% -50.0% 6.7B
DGIN Digital Insight 21.88 0.25 1.2% -14.5% -25.9% 632.1
NVDC Navidec 4.69 0.00 0.0% -14.5% -46.7% 51.6
BRNC Braun Consulting 12.69 -0.25 -1.9% -27.2% -79.6% 255.3
BTBC b2bstores.com 1.38 -0.03 -2.2% -16.7% N/A 11.9
CYSV Cysive 6.41 -0.16 -2.4% -3.6% -79.8% 179.3
PRTS PartsBase.com 2.56 -0.06 -2.4% -2.2% N/A 36.1
INTW InterWorld 2.38 -0.06 -2.6% -80.8% -96.8% 69.3
CKCM Click Commerce 28.13 -0.88 -3.0% 0.8% N/A 1.1B
BBSW Broadbase 9.75 -0.44 -4.3% -34.5% -78.2% 463.3
ONVI Onvia.com 2.50 -0.13 -4.8% -52.9% N/A 201.8
RETK Retek 39.13 -2.13 -5.2% -4.8% -39.4% 1.9B
IMNY I-Many 15.38 -0.88 -5.4% 23.3% N/A 491.6
ITWO i2 Technologies 164.50 -14.50 -8.1% -1.2% 101.0% 32.6B
USIT U.S. Interactive 1.06 -0.09 -8.1% -71.9% -97.2% 27.6
ARBA Ariba 115.75 -11.31 -8.9% -18.1% 55.9% 27.9B
ELCO Elcom Internat. 3.50 -0.34 -8.9% -24.7% -87.5% 107.5
FAIM FairMarket 2.06 -0.31 -13.2% -42.9% N/A 58.4
QUOT Quotesmith.com 1.28 -0.22 -14.6% -12.5% -83.3% 24.6
PPRO PurchasePro.com 27.25 -5.31 -16.3% 30.4% -36.3% 1.8B
ABTL Autobytel.com 5.06 -1.00 -16.5% 32.4% -57.0% 102.9
AWEB Autoweb.com 0.72 -0.16 -17.9% -38.2% -89.4% 21.2
NETP Net Perceptions 3.44 -1.00 -22.5% -63.9% -88.2% 91.8
HCOM HomeCom 0.31 -0.09 -23.1% -40.0% -87.2% 2.8
NEOF Neoforma.com 1.91 -0.72 -27.4% -50.3% N/A 241.9
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E-commerce Enablers Ave. +8.2%
Texas-based pcOrder.com doubles up on that stock price, soaring to
the No. 2 slot among all 'Net tickers on news that Trilogy Software,
which already owns part of PCOR, will buy the remaining outstanding
shares for $41.8 million, paying $6.38 for each share. Medical
industry e-commerce software provider Neoforma.com falls on Q3
net loss of $47.5 million, or 46 cents per share.
SECURITY
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
WGRD WatchGuard 53.38 20.38 61.7% -24.6% 29.3% 1.3B
NETE Netegrity 77.19 23.31 43.3% 0.8% 59.9% 2.3B
ITRU InterTrust 8.19 2.44 42.4% -62.6% -88.7% 705.6
PILT Pilot Network 2.25 0.63 38.5% -45.6% -72.2% 33.9
ENTU Entrust 28.31 5.94 26.5% -20.0% -61.0% 1.8B
LTNX Litronic 4.88 0.88 21.9% -21.1% -49.0% 48.2
VONE V-ONE 1.50 0.25 20.0% -46.4% -74.5% 33.2
NSSI Network-1 3.63 0.38 11.5% -34.0% -61.0% 22.7
ISSX Internet Securit 93.50 8.25 9.7% 8.4% 31.9% 3.9B
VLCT ValiCert 15.88 0.00 0.0% -19.3% N/A 351.6
CHKP Check Point 160.69 -4.19 -2.5% -6.0% 221.9% 24.7B
RSAS RSA Security 53.50 -1.50 -2.7% 10.4% -22.8% 2.1B
AXNT AXENT 17.50 -2.19 -11.1% -5.4% 7.2% 506.3
CYLK Cylink 3.78 -2.53 -40.1% -41.9% -45.6% 116.6
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Security Ave. +15.6%
WatchGuard beats the street by 4 cents per share with Q3 net income
of $1.3 million, or 6 cents per share. Portal infrastructure and
management software provider Netegrity posts Q3 net profit of
$0.9 million, or 3 cents per share.
PERFORMANCE SOFTWARE
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
IPIX Internet Picture 2.50 0.84 50.9% -74.4% -86.0% 150.9
FVCX FVC.com 3.00 0.88 41.2% -62.2% -80.2% 51.8
VIAD Viador 6.09 1.72 39.3% -46.3% -87.3% 108.5
TMNT Telemate.Net 1.75 0.47 36.6% -44.1% -91.0% 13.8
NSPK NetSpeak 7.88 2.00 34.0% -42.9% -66.4% 111.7
PKSI Primus Knowledge 7.75 1.72 28.5% -73.9% -87.4% 138.8
RNWK RealNetworks 18.56 3.69 24.8% -48.4% -60.8% 2.9B
VATA Versata 17.13 2.75 19.1% -34.9% N/A 694.7
SWCM Software.com 158.25 25.13 18.9% 2.2% 71.5% 7.8B
BLUE Blue Martini 38.00 5.63 17.4% -10.5% N/A 2.6B
IMAN iManage 4.00 0.56 16.4% -61.3% -86.9% 93.1
EPRS Eprise 4.50 0.63 16.1% -73.3% N/A 113.2
WEBT WebTrends 27.81 3.67 15.2% -33.3% -31.5% 728.6
IWOV Interwoven 117.75 15.44 15.1% 1.5% 91.5% 5.8B
DTEC Delano Tech. 15.50 2.00 14.8% 11.4% N/A 467.2
BLSW Bluestone 20.38 2.50 14.0% -19.5% -85.2% 423.3
MONE MatrixOne 34.00 4.06 13.6% -16.5% N/A 1.4B
CTRA Centra Software 5.63 0.63 12.5% -28.9% N/A 135.9
VIGN Vignette 29.19 3.13 12.0% -13.8% -43.7% 6.8B
PRSF Portal Software 32.13 3.31 11.5% -28.8% -35.6% 5.2B
VMDC VantageMed 1.56 0.16 11.1% -4.4% N/A 13.4
SGNT Sagent Tech. 2.75 0.25 10.0% -70.9% -90.7% 78.6
EMBT Embarcadero 54.75 4.75 9.5% 17.9% N/A 1.4B
SONE S1 Corp. 9.56 0.66 7.4% -39.7% -87.0% 527.9
LBRT Liberate
21.44 1.06 5.2% -14.4% -80.7% 2.2B
NTGX net.Genesis 6.50 0.25 4.0% -3.8% N/A 137.5
NTOP Net2Phone 18.38 0.63 3.5% -27.6% -56.9% 1.0B
VOCL VocalTec 8.81 0.25 2.9% -33.2% -43.5% 106.7
SQSW Sequoia Software 6.13 0.09 1.6% -37.3% N/A 188.1
NESY NEON Systems 7.19 0.06 0.9% -39.5% -79.0% 67.8
BWEB BackWeb 6.00 0.00 0.0% -55.7% -83.5% 225.3
COBT Cobalt Networks 54.00 -0.31 -0.6% -3.7% -44.7% 1.6B
SVCW ServiceWare 5.06 -0.06 -1.2% -45.7% N/A 119.2
MNDO Mind C.T.I. 9.44 -0.13 -1.3% -27.3% N/A 189.8
RWAV Rogue Wave 4.94 -0.13 -2.5% -10.8% -29.4% 53.8
SSSW SilverStream 24.81 -0.75 -2.9% -5.2% -78.3% 508.3
SABA Saba Software 25.56 -1.63 -6.0% 7.0% N/A 1.1B
OTEX Open Text 18.50 -1.19 -6.0% -20.5% 14.1% 374.3
LOUD Loudeye 4.00 -0.31 -7.2% -54.9% N/A 148.1
EXTN Extensity 10.81 -0.94 -8.0% -32.8% N/A 258.0
ALLR Allaire 6.19 -0.56 -8.3% -31.3% -89.6% 168.6
WBSN Websense 19.56 -1.81 -8.5% 3.9% N/A 382.0
CWLD CrossWorlds 12.13 -1.25 -9.3% -30.7% N/A 314.6
TIBX Tibco Software 61.75 -6.63 -9.7% -2.0% 47.0% 12.0B
SPRT Support.com 18.13 -2.06 -10.2% -34.5% N/A 609.5
RHAT Red Hat 12.13 -1.50 -11.0% -35.7% -86.1% 1.9B
RDWR Radware 19.88 -2.88 -12.6% -20.1% -39.9% 315.1
CLRN Clarent 25.69 -3.94 -13.3% -15.1% -54.3% 856.2
PASW PASW 1.41 -0.28 -16.7% -45.6% -70.7% 6.3
EVLV Evolve Software 13.50 -3.50 -20.6% -33.2% N/A 493.5
OTGS OTG Software 28.25 -9.75 -25.7% 32.2% N/A 727.9
WAVO WAVO 0.34 -0.12 -26.7% -31.8% -86.8% 15.2
AVSR Avistar 4.25 -1.81 -29.9% -16.5% N/A 106.7
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Performance Software Ave. +5.1%
Online 3D imaging technology provider Internet Pictures bounces off
new low set in wake of Oct. 17 Q3 earnings warning. Ditto for FVC.com
and Viador.
INTERNET SERVICES
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
KANA Kana Comm. 24.13 8.88 58.2% -45.0% -81.5% 2.3B
ACRU Accrue Software 5.00 1.56 45.5% -48.7% -83.0% 146.2
MDLI MedicaLogic 4.03 1.16 40.2% -31.9% -84.8% 222.7
KEYN Keynote Systems 25.50 6.75 36.0% -26.3% -71.0% 705.8
SVVS Savvis 5.06 1.31 35.0% -50.0% N/A 470.6
HOTJ HotJobs.com, 16.13 3.75 30.3% -24.6% -67.6% 582.8
INIT Interliant 5.28 1.03 24.3% -45.4% -79.1% 252.6
HHNT HeadHunter.NET 7.06 1.31 22.8% -8.2% -51.8% 131.3
WQNI WorldQuest 3.63 0.63 20.8% -1.7% N/A 23.1
CRFH Crayfish Co. 1.56 0.27 20.5% -70.3% N/A 79.5
CLKS click2learn.com 13.69 2.31 20.3% 1.5% 22.9% 230.8
CHRD Chordiant Softwa 7.47 1.09 17.2% -32.9% N/A 275.0
EGAN eGain 6.94 0.81 13.3% -34.3% -80.4% 247.7
BWAY Breakaway Sol. 6.38 0.69 12.1% -51.8% -82.9% 287.0
CRIO Corio 5.00 0.50 11.1% -57.8% N/A 242.4
LIOX Lionbridge 8.75 0.81 10.2% -13.2% -56.0% 239.0
SRCH US SEARCH.com 0.75 0.06 9.1% -44.7% -88.2% 13.7
EVOK Evoke 5.50 0.38 7.3% -37.5% N/A 257.4
ITXC ITXC Corp. 11.00 0.69 6.7% -34.4% -66.0% 423.9
DRTN Data Return 15.06 0.94 6.6% -35.6% -70.1% 535.5
EQIX Equinix 8.50 0.44 5.4% -30.6% N/A 627.1
MRBA Ma
rimba 5.75 0.27 4.8% -63.3% -87.0% 134.7
LFMN Lifeminders 9.94 0.44 4.6% -63.1% -82.0% 237.0
MAIL Mail.com 4.31 0.19 4.5% -32.4% -77.0% 257.7
CPTH Critical Path 46.88 1.88 4.2% -34.1% -45.4% 3.0B
HLTH WebMD 11.38 0.44 4.0% -27.7% -72.1% 2.5B
CLAI Claimsnet.com 2.16 0.03 1.5% -43.3% -76.9% 19.8
CONV Convergent 3.50 0.00 0.0% -13.6% -75.6% 103.6
EGRT Egreetings 0.44 0.00 0.0% -45.7% -93.6% 15.5
SKIL SkillSoft 17.50 -0.13 -0.7% -9.2% N/A 231.9
RCOM Register.com 5.94 -0.06 -1.0% -23.8% N/A 189.9
STMP Stamps.com 2.66 -0.03 -1.2% -50.0% -92.2% 130.5
CAVN Cavion 2.50 -0.03 -1.2% -35.6% -58.7% 12.4
LPSN LivePerson 1.97 -0.03 -1.6% -68.1% N/A 58.0
VCNT Vicinity 10.38 -0.38 -3.5% -14.4% N/A 291.4
VRSN VeriSign 147.44 -6.06 -3.9% -15.8% -9.7% 28.7B
EXDS Exodus 32.06 -1.56 -4.6% -43.5% -14.7% 13.4B
ECRU E-Cruiter.com 2.75 -0.16 -5.4% -24.6% -56.1% 21.2
DIGX Digex 47.00 -3.00 -6.0% -15.6% -24.5% 3.0B
CTCH CommTouch 12.19 -0.81 -6.3% -26.7% -69.2% 186.0
WNET WHEREVER.net 1.44 -0.19 -11.5% -40.4% N/A 35.5
NAVI NaviSite 8.06 -1.13 -12.2% -75.2% -79.0% 455.7
WEBX WebEx 39.06 -5.75 -12.8% 29.2% N/A 1.4B
IBAS iBasis 7.75 -1.38 -15.1% -50.3% -64.7% 264.2
FUSN Fusion Networks 0.78 -0.16 -16.7% -21.0% N/A 28.9
SAPE Sapient 30.94 -6.19 -16.7% -14.5% -42.9% 3.7B
ILND Interland 5.00 -1.25 -20.0% -26.3% N/A 233.5
IPRT iPrint.com 1.34 -0.34 -20.4% -36.0% N/A 40.3
NETZ Netzee 2.81 -0.88 -23.7% -16.2% -74.6% 62.0
NTWO N2H2 1.22 -0.41 -25.0% -31.8% -91.3% 27.4
USIX USinternetworking 2.81 -1.13 -28.6% -50.0% -90.7% 272.4
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Internet Services Ave. +4.7%
Communications channel management software and services provider
Kana Communications beats the street by a penny with a net loss of
22 cents per share. But revenues grew to $40.6 million from
$3.8 million in the year-ago quarter. Accrue Software announces
pro forma quarterly profitability of 6 cents per share, its
third quarter of pro forma profitability.
ADVERTISING/MARKETING
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
BFRE Be Free 3.63 1.47 68.1% -36.5% -91.1% 236.4
AVEA Avenue A 4.25 1.00 30.8% -57.1% N/A 246.8
ENGA Engage 5.38 1.19 28.4% -53.7% -85.7% 966.5
APLN @Plan.Inc 4.63 1.00 27.6% -38.2% -56.6% 52.3
NTCR NetCreations 5.69 1.00 21.3% -57.3% -89.6% 88.1
TFSM 24/7 Media 5.50 0.88 18.9% -56.1% -90.4% 195.8
DCLK DoubleClick 14.19 2.19 18.2% -74.8% -91.2% 1.7B
NCNT Netcentives 8.59 1.03 13.6% -3.3% -85.8% 366.2
NTRT NetRatings 18.13 2.13 13.3% 8.0% -61.7% 588.8
HPOL Harris Interactive 3.75 0.38 11.1% -18.9% -68.8% 128.2
VCLK ValueClick 4.50 0.44 10.8% -56.2% N/A 126.0
CSAV coolsavings.com 1.34 0.09 7.5% -37.8% N/A 52.5
PRME Prime Response 3.13 0.19 6.4% -38.5% N/A 64.6
APTM Aptimus 1.69 0.06 3.7% -57.8% -96.5% 24.0
MPLX Mediaplex 2.66 -0.03 -1.2% -54.5% -95.0% 89.4
DIGI Digital Impact 4.75 -0.19 -3.8% -39.7% -88.9% 117.8
MYPT MyPoints.com 2.34 -0.09 -3.8% -71.1% -96.8% 68.9
CBLT
Cobalt Group 2.44 -0.25 -9.3% -38.6% -68.8% 43.1
LNTY L90 4.81 -1.56 -24.5% -22.9% N/A 107.6
----------------------------------------------------------------------
Advertising/Marketing Ave. +13.0%
Hosted online marketing services provider Be Free more than quadruples
revenue for the third quarter and drastically cuts losses. FreeShop.com
may have a new name - Aptimus - but its stock remains below $2 per
share.
CONSULTANTS/DESIGNERS
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close Change %Change %Change Cap
MMPT Modem Media 5.31 1.38 34.9% -38.5% -87.6% 130.2
PECS PEC Solutions 7.13 1.38 23.9% -6.8% N/A 158.7
OGNC Organic 3.50 0.56 19.1% -38.7% N/A 307.8
IIXL iXL Enterprises 2.97 0.34 13.1% -49.4% -95.1% 224.8
PRFT Perficient 14.00 1.50 12.0% 9.5% 11.0% 85.0
SCNT Scient 17.13 1.75 11.4% -40.1% -79.9% 1.3B
VIAN Viant 6.13 0.50 8.9% -10.8% -86.9% 293.7
DTAS Digitas 14.50 1.06 7.9% -18.0% N/A 834.3
LNTE Lante 4.25 0.28 7.1% -40.6% N/A 167.9
LUMT Luminant 1.75 0.09 5.7% -66.7% -95.7% 47.4
PXCM Proxicom 12.56 0.56 4.7% -51.0% -80.8% 708.9
MSPR Mainspring 5.81 0.19 3.3% -41.9% N/A 109.3
IISX Integrated Info. 3.00 0.06 2.1% -49.0% N/A 61.4
RAZF Razorfish 4.69 0.06 1.4% -61.6% -89.1% 445.3
CVGP Convergent 7.84 0.00 0.0% 76.7% N/A 340.6
EDG EpicEdge 1.13 0.00 0.0% -90.8% -90.7% 30.9
GENI GenesisIntermedia 15.00 0.00 0.0% 0.4% 182.0% 96.9
ACOM AGENCY.COM 11.63 -0.38 -3.1% -39.5% -76.3% 413.9
XPDR Xpedior 1.88 -0.06 -3.2% -57.8% -92.7% 94.8
INFT Inforte 27.31 -2.25 -7.6% -26.4% N/A 343.3
MRCH marchFIRST 4.19 -6.13 -59.4% -42.2% -78.8% 629.0
---------------------------------------------------------------------
Consultants/Designers Ave. +3.9%
marchFIRST gets skewered for missing street estimates by a mile.
MRCH posts a 1 cent per share net profit for Q3, while analysts
expected a profit of 20 cents per share. The stock lost more than
half its value on Tuesday alone. Modem Media reports $37.8 million
in quarterly revenues and a cash-operating profit.
SPEED/BANDWIDTH
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
COVD Covad 6.34 2.78 78.1% -42.0% -74.9% 982.2
HSAC High Speed Access 3.38 1.38 68.8% -46.5% -85.3% 188.0
AKAM Akamai 50.38 10.00 24.8% -20.7% -83.7% 5.4B
INKT Inktomi 83.81 16.38 24.3% -34.3% -0.9% 9.6B
PKTR Packeteer 22.50 3.38 17.6% -56.8% -67.8% 612.2
RAMP Ramp Networks 2.19 0.25 12.9% -62.0% -86.6% 47.4
ATHM At Home 9.63 1.09 12.8% -43.1% -76.6% 3.9B
RSNT Resonate 41.50 4.38 11.8% 24.0% N/A 1.1B
FFIV F5 Networks 27.00 2.25 9.1% -30.9% -73.7% 580.9
IBEM iBEAM 6.06 0.38 6.6% -29.1% N/A 656.7
BRCM Broadcom 217.88 8.50 4.1% -4.7% 79.2% 48.4B
SONS Sonus Networks 35.25 0.88 2.5% -29.1% N/A 6.5B
WGAT WorldGate 18.00 0.44 2.5% -29.2% -59.1% 390.0
CSCO Cisco Systems 50.63 -1.63 -3.1% -12.0% 10.9% 356.5B
INAP InterNAP 15.94 -0.56 -3.4% -45.3% -78.3% 2.3B
TERN Terayon 19.06 -0.81 -4.1% -9.3% 42.1% 1.2B
SCMR Sycamore Network
65.50 -4.50 -6.4% -25.9% -16.2% 16.0B
COSN Cosine Comm. 32.56 -2.88 -8.1% N/A N/A 3.3B
JNPR Juniper Networks 195.63 -18.25 -8.5% 9.2% 340.2% 61.7B
NENG Network Engines 26.25 -2.50 -8.7% -17.3% N/A 897.0
RDWR Radware 19.88 -2.88 -12.6% -20.1% -39.9% 315.1
CAIS CAIS Internet 4.56 -1.19 -20.7% -12.8% -81.8% 105.4
CFLO CacheFlow 106.25 -29.25 -21.6% -3.0% 3.3% 4.2B
TUTS Tut Systems 27.13 -10.31 -27.5% -35.8% 5.3% 423.7
AVCI Avici Systems 51.75 -20.25 -28.1% -23.0% N/A 2.5B
---------------------------------------------------------------------
Speed/Bandwidth Ave. +4.9%
DSL provider Covad Communications rebounds from 59% plunge and new
low after issuing Q3 revenue warning on Oct. 18. High Speed Access
gets $75 million investment from two companies affiliated with
Microsoft founder Paul Allen.
ISPs/ACCESS PROVIDERS
10/25 7-Day 7-Day 1-Month YTD Market
Company $Close $Change %Change %Change Cap
TLCT Telocity Delaware 2.25 1.00 80.0% -54.4% N/A 190.9
KOREA Korea Thrunet 7.13 2.63 58.3% -36.2% -92.6% 512.7
PSIX PSINet 6.84 1.84 36.9% -42.2% -79.5% 1.3B
PCNTF Pacific Internet 7.00 1.88 36.6% -61.1% -88.3% 88.5
JWEB Juno Online 3.28 0.53 19.3% -48.3% -91.2% 127.5
GIGM GigaMedia 5.38 0.75 16.2% -29.9% N/A 262.5
DSLN DSL.net 2.94 0.41 16.0% -35.7% -78.8% 193.5
PRGY Prodigy 5.00 0.31 6.7% -45.6% -74.0% 349.3
IZAP ZapME! 2.00 0.13 6.7% N/A -75.5% 90.3
HANA Hanaro Telecom 4.75 0.25 5.6% 11.0% N/A 1.3B
IDTC IDT Corp. 33.06 1.63 5.2% -17.8% 80.2% 1.2B
RMII RMI.Net 1.31 0.06 5.0% -46.8% -86.5% 28.7
DDDC Deltathree.com 3.00 0.13 4.3% -46.0% -86.5% 86.5
ISLD Digital Island 12.00 0.38 3.2% -46.2% -84.9% 836.2
IAWK Iasiaworks 7.81 0.19 2.5% -28.1% N/A 307.0
IIJI Internet/Japan 31.75 0.75 2.4% -21.0% -65.3% 1.4B
QSCG QS Comm. 11.75 0.25 2.2% -30.4% N/A 599.0
GEEK Internet America 1.53 0.03 2.1% -54.5% -85.6% 14.9
IGLD Internet Gold 3.06 0.06 2.1% -46.9% -84.4% 56.4
VNWI VIA NET.WORKS 6.75 0.13 1.9% -30.6% N/A 402.8
ELNK EarthLink 6.56 0.06 1.0% -37.0% -83.4% 819.9
FREE Freeserve 21.00 -0.63 -2.9% -35.9% -70.1% 2.1B
NZRO NetZero 1.97 -0.06 -3.1% -45.5% -92.4% 240.9
PNVN PNV 0.59 -0.03 -5.0% -44.4% -91.7% 9.5
NPLI Netpliance 1.19 -0.06 -5.0% -48.7% N/A 71.8
ZIPL Ziplink 2.56 -0.19 -6.8% -42.4% -79.3% 33.3
LOAX Log On America 2.25 -0.19 -7.7% -26.0% -88.1% 19.8
ATHY AppliedTheory 4.00 -0.50 -11.1% -36.8% -82.3% 99.3
TRRA Terra Networks 18.38 -3.06 -14.3% -43.8% -57.5% 5.1B
FSST FASTNET 1.13 -0.25 -18.2% -16.0% N/A 16.9
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ISP/Access Provider Ave. +8.0%
Residential broadband services integrator Telocity climbs to No. 3
among all 'Net stocks thanks to a marketing agreement with education
loan provider Sallie Mae. Under the deal, Sallie Mae's 5.3 million
customers will be offered high-speed Internet service through
Telocity. Can you find the only stock in the group to gain
ground in the past month? Hint: It's listed right above the only
stock in this group to gain for the year.
******************************************************************
For more of Chris Nerney's Internet stock analys
is, check out his
Internet StockTracker on The Internet Stock Report at:
http://www.internetstockreport.com/tracker/
