Desperately Seeking a Bottom

With so many Internet stocks hitting new lows every day, it was
only a matter of time before the entire market followed suit. On
Thursday, the Nasdaq ended trading at 3074.68, beating its previous
low close for the year of 3164.29 on May 23. Meanwhile, internet.com’s
Internet Stock Index, or ISDEX, finished at 595.79, barely above
its May 26 price of 592.61, the current yearly low. And the numbers
you see below mark the fifth consecutive week that all 13 Internet
sectors are down. That hasn’t happened in the 18 months since
StockTracker debuted in April ’99. It’s also only the second time
that percentage losses for all sectors were in double digits. The
last time that occurred was right before Memorial Day in late May.
And after that? Well, most sectors gained (slightly) in the next
week, and the week after that saw a phenomenal bounceback in which
all groups posted double-digit gains, with two advancing an
astounding 31%. Don’t count on a repeat performance, though.
We have a long way to go before the earnings season from hell is
over. At best, we could see a few sectors gain next week; at worst,
another across-the-board nosedive. Keep those safety belts fastened.

NOTE: Regarding the presidential election, the first candidate to
offer psychological therapy tax credits for Internet investors
gets my vote.

*Market cap figures are in millions.

PERFORMANCE BY SECTOR
                           Ave. 7-Day
                            % Change

E-commerce Enablers          -11.5%
E-tailers                    -12.6%
Speed/Bandwidth              -12.6%
Security                     -13.5%
Financial Services           -14.2%
Advertising/Marketing        -14.4%
Wireless                     -15.1%
Performance Software         -15.7%
ISPs/Access Providers        -15.9%
Consultants/Designers        -16.1%
Content/Communities          -17.1%
Internet Services            -18.3%
Search/Portals               -23.5%

TOP 10 GAINERS             7-Day % Gain      Category

RSAS  RSA Security            25.2%          Security
ABTL  Autobytel.com           24.1%          E-Commerce Enablers
CORI  Corillian               23.7%          E-Commerce Enablers
VIGN  Vignette                18.6%          Performance Software
LQID  Liquid Audio            17.4%          E-Commerce Enablers
IMNY  I-Many                  14.9%          E-Commerce Enablers
LNTE  Lante                   13.8%          Consultants/Designers
HAND  Handspring              13.8%          Wireless
IBEM  iBEAM                   12.1%          Speed/Bandwidth
CVGP  Convergent Group        11.5%          Consultants/Designers

TOP 10 LOSERS              7-Day % Loss     Category

BWAY  Breakaway Sol.         -62.5%          Internet Services
RAZF  Razorfish              -53.5%          Consultants/Designers
ITRU  InterTrust             -51.1%          Security
MRBA  Marimba                -50.3%          Internet Services
NAVI  NaviSite               -46.8%          Internet Services
SINA  SINA.com               -44.0%          Portals
EQIX  Equinix                -42.1%          Internet Services
PCLN  priceline.com          -42.0%          E-tailers
ILND  Interland              -41.6%          Internet Services
TFSM  24/7 Media             -41.2%          Advertising/Marketing

********************************************************************

                           WIRELESS PRODUCTS/SERVICES

                       10/11  7-Day   7-Day  1-Month   YTD    Market
      Company         $Close $Change %Change %Change           Cap

HAND  Handspring       68.25   8.25   13.8%   83.5%    N/A   8,561.1
PALM  Palm             46.94   1.50    3.3%   -3.2%    N/A  26,535.9
WFII  Wireless Facilit 60.81   1.38    2.3%  -18.8%   50.1%  2,567.9
IIIM  i3 Mobile         6.00   0.00    0.0%  -20.0%    N/A     136.8
AETH  Aether Systems   83.19  -6.81   -7.6%  -38.8%   25.1%  3,250.9
MCOM  Metrico

m         20.25  -2.19   -9.7%  -42.0%  -72.3%    622.0
OMNY  OmniSky          13.69  -1.81  -11.7%    N/A     N/A     891.8
GOAM  GoAmerica         5.75  -1.00  -14.8%  -40.3%    N/A     295.4
PRTH  Parthus          34.50  -7.00  -16.9%  -25.0%    N/A   1,779.0
PHCM  Phone.com        91.56 -20.50  -18.3%    3.9%  -15.0%  7,582.8
GWRX  Geoworks          5.00  -1.19  -19.2%  -54.3%  -67.9%    108.3
SVNX  724 Solutions    35.50  -9.75  -21.5%  -24.7%    N/A   1,333.2
VYYO  Vyyo             21.00  -7.13  -25.3%  -33.6%    N/A     788.3
INSP  InfoSpace        19.75  -7.75  -28.2%  -49.7%  -60.2%  4,617.1
PUMA  Puma Tech.       13.13  -5.56  -29.8%  -42.6%  -78.4%    555.3
AVGO  Avantgo          10.75  -5.81  -35.1%    N/A     N/A     358.5
IWAV  interWAVE         5.81  -3.44  -37.2%  -45.9%    N/A     281.6
--------------------------------------------------------------------
      Wireless Ave.                  -15.1%

The two wireless device competitors lead the sector this week.
Handspring pulls out of a tailspin that began in late September,
after a strong run-up. The only non-hardware company to gain is
Wireless Facilities, a provider of wireless systems development
and services, which climbs on a deal with Nokia in which WFII will
provide network design and services in Europe, the Middle East
and Africa. Its modest rally in late August long forgotten, IWAV
tumbles to new lows.

                                   SEARCH/PORTALS

                      10/11  7-Day   7-Day  1-Month   YTD     Market
      Company        $Close $Change %Change %Change            Cap

AOL   America Online  54.50  -4.15   -7.1%   -2.7%  -22.1% 126,664.1
LOOK  LookSmart        7.88  -1.06  -11.9%  -47.9%  -68.6%     705.9
AOLA  AOL/Latin Am.    6.81  -1.13  -14.2%  -19.3%    N/A    1,788.3
ASKJ  Ask Jeeves      14.56  -2.94  -16.8%  -43.7%  -86.1%     519.5
STRM  StarMedia        5.31  -1.13  -17.5%  -53.8%  -85.7%     349.7
DIG   Disney-Internet  8.19  -1.75  -17.6%  -43.3%  -62.9%   1,275.5
NTES  Netease.com      4.03  -0.97  -19.4%  -34.9%    N/A      121.4
GOTO  GoTo.com         9.94  -3.25  -24.6%  -49.2%  -81.8%     518.6
YHOO  Yahoo!          65.38 -22.56  -25.7%  -38.5%  -67.5%  35,912.9
SOHU  Sohu.com         4.00  -1.44  -26.4%  -42.9%    N/A      124.9
CHINA Chinadotcom      8.06  -3.69  -31.4%  -50.4%  -77.9%     704.5
BOUT  About.com       20.38 -10.94  -34.9%  -50.3%  -75.6%     367.8
LCOS  Lycos           39.88 -23.75  -37.3%  -42.3%  -46.0%   4,402.4
SINA  SINA.com         5.56  -4.38  -44.0%  -73.4%    N/A      227.7
--------------------------------------------------------------------
      Search/Portals Ave.           -23.5%

Every company in this sector is down for the week. Every company
in this sector is down for the month. Every company in this sector
is down…I think you know where this is going. At least AOL had
some good news this week with the approval of its proposed merger
with Time Warner by the European Commission. Now it’s on to U.S.
regulators and their concerns about cable access for competitors.
The Chinese portals – SINA.com, Chinadotcom and Sohu.com – continue
to suffer in wake of new regulations unveiled earlier this month
by the Chinese government.

                               CONTENT/COMMUNITIES

                        10/11  7-Day   7-Day  1-Month   YTD    Market
       Company         $Close $Change %Change %Change           Cap

VDAT  Visual Data        3.25   0.16    5.1%  -21.2%  -69.6%     27.3
HGAT  HealthGate         1.06   0.00    0.0%  -19.0%    N/A      19.0
KNOT  Knot               3.00  -0.06   -2.0%   -2.1%  -61.7%     43.8
INFO  Infonautics        2.13  -0.06   -2.9%  -29.2%  -67.3%     26.0
EWBX  EarthWeb           9.94  -0.31   -3.0%   -7.6%  -78.7%    103.4
ARTD  Artistdirect       1.06  -0.06   -5.6%  -52.8%    N/A      39.2
PASA  quepasa.com        0.81  -0.06   -7.1%  -38.1%  -93.1%     15.2
MLTX 

 Multex.com        16.25  -1.50   -8.5%  -35.3%  -53.5%    493.8
DTHK  DigitalThink      39.94  -3.69   -8.5%    2.4%    N/A   1,363.5
ONES  OneSource         10.38  -1.00   -8.8%   -9.8%  -16.9%    121.2
QKKA  Quokka Sports      3.13  -0.31   -9.1%  -63.2%  -74.4%    144.8
CNET  CNET Networks     23.06  -2.50   -9.8%  -22.5%  -56.2%  2,006.1
ZDZ   ZDNet             13.50  -1.50  -10.0%  -22.3%  -30.8%  1,016.4
TURF  iTurf              1.06  -0.13  -10.5%  -34.6%  -90.8%     22.4
HCEN  HealthCentral.com  1.69  -0.22  -11.5%  -50.0%  -75.1%     76.2
HOMS  Homestore.com     37.50  -5.00  -11.8%  -20.4%  -45.6%  3,074.1
HOOV  Hoover's           5.69  -0.81  -12.5%  -15.7%  -30.0%     78.6
TCTY  Talk City          0.88  -0.13  -12.5%  -41.7%  -96.4%     21.9
KOOP  drkoop.com         0.97  -0.16  -13.9%  -35.4%  -91.2%     33.8
SNOW  Snowball.com       1.06  -0.19  -15.0%  -52.8%    N/A      39.8
IASIA Asiacontent.com    2.00  -0.39  -16.3%  -33.3%    N/A      68.7
LAUN  Launch Media       5.38  -1.13  -17.3%  -21.8%  -69.4%     72.9
SWBD  Switchboard        6.13  -1.44  -19.0%  -18.3%    N/A     151.0
INTM  internet.com      21.75  -5.31  -19.6%  -15.5%  -55.2%    545.8
EDGR  EDGAR Online       3.75  -0.94  -20.0%  -21.1%  -45.2%     46.7
IVIL  iVillage           2.75  -0.75  -21.4%  -52.2%  -85.4%     81.7
TSCM  TheStreet.com      3.13  -0.88  -21.9%  -54.5%  -82.5%     83.8
SALN  Salon.com          1.22  -0.34  -22.0%  -45.8%  -73.7%     16.9
WOMN  Women.com          1.75  -0.50  -22.2%  -44.0%  -86.8%     81.9
NETR  NetRadio           1.06  -0.31  -22.7%  -39.3%  -86.1%     10.6
NBCI  NBC Internet       5.31  -1.63  -23.4%  -38.0%  -92.6%    332.2
HSTM  HealthStream       2.00  -0.63  -23.8%  -20.0%    N/A      40.0
SPLN  SportsLine.com     9.88  -3.25  -24.8%  -40.8%  -78.8%    260.8
STAD  Student Advantage  5.81  -1.94  -25.0%  -25.6%  -71.8%    209.9
TPN   TownPagesNet       0.94  -0.31  -25.0%  -44.4%  -80.3%      9.0
SCRM  ScreamingMedia     6.69  -2.31  -25.7%  -32.7%    N/A     250.3
GNET  Go2Net            36.13 -13.50  -27.2%  -49.1%  -55.3%  1,133.6
MPPP  MP3.com            2.84  -1.16  -28.9%  -47.1%  -90.3%    193.9
VERT  VerticalNet       22.25 -10.19  -31.4%  -49.3%  -70.8%  1,915.7
TGLO  theglobe.com       0.56  -0.28  -33.3%  -55.0%  -92.8%     17.5
MKTW  MarketWatch.com    4.50  -2.38  -34.5%  -60.9%  -86.7%     73.9
IMPV  ImproveNet         1.06  -0.56  -34.6%  -58.0%    N/A      17.8
LOIS  Loislaw.com        2.38  -1.44  -37.7%  -72.3%  -93.5%     50.0
---------------------------------------------------------------------
      Content/Comm. Ave.              -17.1%

Investors continue to throw the book at legal content provider
Loislaw.com after the departure early this month of the company’s
president, Mark Beyland. Isn’t this double jeopardy or something?
Web-based home improvement services player ImproveNet announces
lower-than-expected Q3 losses after the market closes on Wednesday.
Since July, it’s been a long, steady slide for financial news site
MarketWatch.com. Remember when theglobe.com had the best opening-day
gain of all time among Internet stocks? I don’t either.

                                E-TAILERS

                         10/11  7-Day   7-Day  1-Month   YTD    Market
      Company           $Close $Change %Change %Change           Cap

SKDS  SmarterKids.com     1.88   0.16    9.1%    3.4%  -72.2%     38.6
EBKR  Ebookers.com        5.44   0.31    6.1%  -16.3%  -66.2%     92.6
TIXX  Tickets.com         1.28   0.06    5.1%  -17.2%  -90.4%     75.8
BYND  Beyond.com          1.00   0.03    3.2%  -34.7%  -86.2%     38.1
PPOD  Peapod              1.22   0.03    2.6%  -36.0%  -84.8%     21.9
BFLY  Bluefly             2.94   0.06    2.2%  -28.2%  -69.3%     14.5
EFTD  FTD.COM             2.00   0.00    0.0%   -7.2%  -59.0%     97.3
FASH  Fashionmall.com     2.19  -0.03   -1.4%   -5.4%  -46.9%     16.4
FATB  Fatbrain.com       

 3.78  -0.06   -1.6%  -13.9%  -83.8%     49.3
EXPE  Expedia             9.44  -0.19   -1.9%  -42.4%  -71.0%    455.0
DSCM  Drugstore.com       2.75  -0.16   -5.4%  -45.0%  -91.8%    146.0
EGGS  Egghead.com         2.03  -0.12   -5.8%  -35.0%  -86.5%     86.0
ALOY  Alloy Online        8.00  -0.50   -5.9%   -4.5%  -45.3%    167.2
BGST  BigStar             0.44  -0.03   -6.7%  -49.9%  -93.9%      4.5
WBVN  Webvan Group        1.81  -0.19   -9.4%  -51.7%  -88.2%    628.5
INSW  InsWeb              1.75  -0.19   -9.7%  -12.5%  -92.6%     61.6
LMIN  Lastminute.com      8.88  -1.13  -11.3%  -23.7%    N/A     266.8
COOL  Cyberian Outpost    3.44  -0.44  -11.3%  -22.0%  -62.7%     97.9
ADBL  Audible             0.97  -0.12  -11.4%  -46.6%  -93.0%     26.7
BNBN  barnesandnoble.com  3.88  -0.50  -11.4%  -11.4%  -70.6%    566.3
BUYX  BUY.COM             2.56  -0.34  -11.8%  -35.4%    N/A     336.2
VSHP  VitaminShoppe.com   0.88  -0.13  -12.5%  -30.0%  -89.7%     17.8
IPET  Pets.com            0.56  -0.09  -14.3%  -40.0%    N/A      16.4
PLRX  PlanetRx.com        0.38  -0.06  -14.3%  -42.8%  -97.2%     19.3
VSTY  Varsity Group       0.56  -0.09  -14.3%  -43.7%    N/A       8.9
AHWY  audiohighway.com    0.38  -0.06  -14.3%  -62.5%  -95.3%      2.4
AMEN  Crosswalk.com       1.31  -0.25  -16.0%  -25.0%  -72.4%     10.2
CTIX  Cheap Tickets       8.88  -1.75  -16.5%  -11.8%  -30.2%    215.1
ETYS  eToys               4.06  -0.84  -17.2%  -30.1%  -83.3%    495.6
EBAY  eBay               53.00 -11.63  -18.0%  -15.2%   -8.8% 14,225.9
GDEN  Garden.com          0.50  -0.13  -20.0%  -66.7%  -93.8%      8.8
SFTY  eSAFETYWORLD        1.00  -0.25  -20.0%  -27.3%    N/A       3.0
ESTM  E-Stamp             0.75  -0.22  -22.6%  -52.0%  -96.4%     29.9
AMZN  Amazon.com         27.81  -8.19  -22.7%  -34.5%  -60.7%  9,897.5
TMCS  Ticketmaster       11.63  -3.81  -24.7%  -45.0%  -67.4%  1,027.5
ROOM  Hotel Network      26.13  -8.88  -25.4%  -34.1%    N/A   1,442.3
SQST  SciQuest.com        3.31  -1.19  -26.4%  -63.9%  -95.5%     96.1
ASFD  Ashford.com         1.97  -0.78  -28.4%  -48.6%  -80.7%     89.1
EMUS  EMusic.com          0.91  -0.41  -30.9%  -57.4%  -90.5%     39.1
HITS  Musicmaker.com      0.28  -0.19  -40.0%  -65.4%  -94.9%      9.3
PCLN  priceline.com       5.44  -3.94  -42.0%  -80.5%  -87.6%    906.1
----------------------------------------------------------------------
      E-tailers Ave.                   -12.6%

Hey, I just noticed that the top four gainers here all have names
ending in “.com”. The long-awaited comeback of the dot.coms is here!
OK, that’s as much false enthusiasm as I can muster. Not that a
combined weekly gain of 56 cents isn’t a strong indicator. Yesterday’s
priceline.com slogan: Name your price. Today’s: Name your poison.
If I have to keep writing about this stuff, make mine hemlock with
a beer chaser.

                             FINANCIAL SERVICES

                         10/11  7-Day   7-Day  1-Month   YTD    Market
       Company          $Close $Change %Change %Change           Cap

MDCM  Mortgage.com        0.75   0.00    0.0%  -20.0%  -86.1%     33.2
NXCD  NextCard            8.81  -0.16   -1.7%  -11.9%  -67.1%    467.6
ECMV  E Com Ventures      1.00  -0.06   -5.9%   -8.6%  -68.1%      9.9
WEBS  Web Street          1.81  -0.13   -6.5%  -36.9%  -84.2%     46.7
DIR   DLJdirect           5.88  -0.69  -10.5%  -23.6%  -53.4%    603.1
LINE  onlinetrading.com   3.38  -0.44  -11.5%  -38.6%  -66.6%     38.7
AMTD  Ameritrade         13.50  -1.81  -11.8%  -34.5%  -33.0%  2,365.1
TREE  LendingTree         3.03  -0.47  -13.4%  -45.5%    N/A      54.6
EGRP  E*TRADE            13.06  -2.19  -14.3%  -32.4%  -46.2%  3,917.5
NTBK  [email protected]            9.44  -1.94  -17.0%  -24.1%  -45.1%    280.0
ICGE  Internet Capital   12.50  -3.19  -20.3%  -60.8%  -92.1%  3,501.9
CMGI  CMGI               19.25  -5.06  -20.8%  -52.9%  -85.0%  5,683.3
EELN  E-Loan              3.75 

 -1.13  -23.1%   15.4%  -75.2%    198.4
DVIN  divineInterventures 2.75  -1.06  -27.9%  -57.9%    N/A     378.0
WITC  Wit Soundview       5.13  -2.06  -28.7%  -35.9%  -67.5%    463.9
----------------------------------------------------------------------
       Financial Services Ave.         -14.2%

Leading an Internet sector with no gain is like getting into the
NFL playoffs with an 8-8 record. Speaking of which, if ‘Net stocks
continue to self-destruct, I may begin morphing StockTracker into
an NFL tout sheet by Thanksgiving. Oh heck, why wait? Take the
Patriots minus 3 in New England against the Jets, and Arizona plus 3
at home against the Eagles. From the “The Glass is 1/32 Full Dept.”:
E-Loan has gained 15.4% in the past month.

                               E-COMMERCE ENABLERS

                        10/11  7-Day  7-Day   1-Month   YTD    Market
       Company         $Close $Change %Change %Change           Cap

ABTL  Autobytel.com      6.28   1.22   24.1%   28.8%  -55.5%    127.6
CORI  Corillian         12.06   2.31   23.7%    6.0%    N/A     385.1
LQID  Liquid Audio       5.06   0.75   17.4%  -22.9%  -79.2%    113.3
IMNY  I-Many            21.75   2.81   14.9%   68.9%    N/A     695.4
BVSN  BroadVision       23.69   2.31   10.8%  -31.3%  -55.0%  6,328.1
ITWO  i2 Tech.         176.00  16.63   10.4%    2.3%   94.4% 34,869.3
ORCC  Online Resources   3.38   0.19    5.9%  -26.0%  -78.1%     39.1
PRVW  Preview Systems    4.31   0.06    1.5%  -54.9%  -92.8%     73.8
HCOM  HomeCom            0.38   0.00    0.0%  -42.8%  -87.3%      3.3
XCAR  XCare.net          4.19  -0.06   -1.5%  -26.4%    N/A      68.0
OPUS  Opus360            2.00  -0.06   -3.0%  -43.4%    N/A     100.4
ZNGN  Zengine           13.06  -0.56   -4.1%    N/A     N/A     215.2
ELCO  Elcom Int.         4.50  -0.25   -5.3%  -18.2%  -85.7%    138.3
INTW  InterWorld         3.38  -0.19   -5.3%  -79.5%  -95.7%     98.5
NETP  Net Perceptions    4.50  -0.25   -5.3%  -67.0%  -88.5%    120.2
SLTC  Selectica         36.75  -2.13   -5.5%   -9.3%    N/A   1,320.6
ARTG  Art Technology    63.69  -4.02   -5.9%  -29.5%    7.1%  4,269.4
AGIL  Agile Software    71.25  -5.25   -6.9%    0.4%  -29.4%  3,316.5
EPNY  E.piphany         59.63  -4.63   -7.2%  -37.2%  -71.2%  2,693.0
CMRC  Commerce One      61.00  -5.25   -7.9%   -9.6%  -33.1%  9,882.1
QUOT  Quotesmith.com     1.81  -0.19   -9.4%  -12.1%  -82.8%     34.8
PRSW  Persistence       10.44  -1.13   -9.7%  -32.1%  -50.0%    204.1
CYCH  CyberCash          2.69  -0.31  -10.4%  -40.3%  -68.7%     69.5
STCS  Software Tech.    16.44  -2.06  -11.1%  -21.3%    N/A   1,136.1
PRTS  PartsBase.com      3.19  -0.41  -11.3%   -8.9%    N/A      44.9
BRNC  Braun Consulting  12.75  -1.88  -12.8%  -24.4%  -80.8%    256.5
AWEB  Autoweb.com        1.25  -0.19  -13.0%  -36.5%  -87.6%     36.9
ARBA  Ariba            111.19 -18.59  -14.3%  -24.4%   35.0% 26,753.4
GSPT  Global Sports      6.88  -1.22  -15.1%  -22.8%  -41.1%    149.2
RETK  Retek             39.94  -7.19  -15.3%    7.0%  -42.9%  1,891.3
EPAY  Bottomline        34.44  -6.31  -15.5%   -0.7%    3.0%    442.9
CKCM  Click Commerce    24.50  -4.50  -15.5%  -29.2%    N/A     936.6
CYBS  CyberSource        9.08  -1.67  -15.6%  -21.5%  -81.1%    316.0
CLIC  Calico Commerce    3.00  -0.56  -15.8%  -56.4%  -93.9%    105.2
NVDC  Navidec            5.38  -1.06  -16.5%  -26.5%  -51.8%     59.2
SNHK  Sunhawk.com       12.00  -2.50  -17.2%  -27.0%    N/A      36.1
NEOF  Neoforma.com       2.38  -0.50  -17.4%  -56.8%    N/A     301.3
DGIN  Digital Insight   28.88  -6.13  -17.5%   17.3%  -14.5%    834.3
WEBM  webMethods        84.88 -20.13  -19.2%  -13.4%    N/A   3,950.4
CYSV  Cysive             5.75  -1.38  -19.3%  -24.0%  -82.8%    160.9
PCOR  pcOrder.com        3.38  -0.88  -20.6%  -39.3%  -92.9%     57.0
BBSW  Broadbase         10.38  -2.75  -21.0%  -48.6%  -80.1%    493.0
USIT  U.S. Interactive   1.56  -0.44  -21.9%  -71.3%  

-96.1%     40.6
DRIV  Digital River      4.63  -1.31  -22.1%  -23.3%  -85.1%    101.3
QSFT  Quest Software    49.38 -14.56  -22.8%  -13.9%    4.2%  4,232.2
FAIM  FairMarket         2.19  -0.69  -23.9%  -43.5%    N/A      61.9
ITRA  Intraware          5.56  -1.75  -23.9%  -43.3%  -92.5%    145.9
BTBC  b2bstores.com      1.44  -0.47  -24.6%   -8.9%    N/A      12.4
TANN  Tanning Tech.      8.28  -2.72  -24.7%  -50.6%  -84.9%    174.3
FIRE  FirePond           9.00  -3.06  -25.4%  -48.6%    N/A     320.0
PFSW  PFSweb             1.44  -0.50  -25.8%  -50.0%  -95.9%     25.7
PPRO  PurchasePro.com   61.94 -22.88  -27.0%    2.2%  -51.5%  1,994.3
ONVI  Onvia.com          3.00  -1.13  -27.3%  -47.3%    N/A     242.2
ROWE  Rowecom            2.81  -1.16  -29.1%  -48.0%  -93.3%     34.9
OMKT  Open Market        3.00  -1.25  -29.4%  -62.2%  -92.8%    139.8
IMPV  ImproveNet         1.06  -0.56  -34.6%  -58.0%    N/A      17.8
---------------------------------------------------------------------
      E-commerce Enablers Ave.        -11.5%

Automobile research and shopping site Autobytel.com posts another
strong week after hitting a new low of $4.06 on Sept. 26, grabbing
the No. 2 slot among all ‘Net tickers. But shares began drifting back
down after General Motors announced it would set up a Web site to
sell non-GM vehicles. Since announcing a Baltimore bank would use
its software for Web-based retail banking, Corillian has managed
a slight monthly gain. Home improvement Internet site ImproveNet
says Q3 net loss will be less than expected, but that revenues will
fall short of projections.

                                  SECURITY

                        10/11  7-Day   7-Day  1-Month   YTD    Market
        Company        $Close $Change %Change %Change           Cap

RSAS  RSA Security      49.44   9.94   25.2%    0.9%  -31.3%  1,974.2
AXNT  AXENT             22.56   1.50    7.1%   -3.0%   15.7%    652.8
ISSX  Internet Security 71.00   0.38    0.5%  -15.5%    7.5%  2,978.4
CHKP  Check Point      147.75  -6.50   -4.2%   -2.7%  220.2% 22,680.2
VONE  V-ONE              1.50  -0.13   -7.7%  -48.4%  -72.5%     33.2
LTNX  Litronic           4.00  -0.38   -8.6%  -15.8%  -46.2%     39.5
PILT  Pilot Network      8.19  -1.44  -14.9%  -33.8%  -63.3%    123.5
NSSI  Network-1          4.13  -0.88  -17.5%  -34.0%  -58.9%     25.8
WGRD  WatchGuard        39.94 -10.06  -20.1%  -14.9%   42.2%    962.1
NETE  Netegrity         51.75 -13.19  -20.3%   -9.7%   46.8%  1,525.0
ENTU  Entrust           22.63  -6.50  -22.3%  -19.6%  -59.4%  1,413.1
CYLK  Cylink             7.31  -2.69  -26.9%  -41.5%  -41.7%    225.5
VLCT  ValiCert          14.63  -5.63  -27.8%  -22.5%    N/A     323.9
ITRU  InterTrust         5.38  -5.63  -51.1%  -68.1%  -90.2%    463.2
---------------------------------------------------------------------
      Security Ave.                   -13.5%

RSA Security leads all ‘Net stocks this week, gaining 25.2% after
bouncing off its lowest closing price of the year on Oct. 4 and
announcing, on the same day, that Q3 results would beat street
estimates for earnings and revenue. RSA, which makes authentication,
encryption and digital certificate management software, also said
it would repurchase up to 4 million shares of its common stock over
the next 12 months. Earnings warning by strategic partner Pitney-Bowes
helps make digital rights management technology vendor InterTrust
the week’s second-biggest loser among ‘Nets.

                             PERFORMANCE SOFTWARE

                        10/11  7-Day   7-Day  1-Month   YTD   Market
       Company         $Close $Change %Change %Change          Cap

VIGN  Vignette          27.06   4.25   18.6%  -25.7%  -46.4%  6,269.1
CWLD  CrossWorlds       15.25   1.38    9.9%  -41.9%    N/A     395.6
WBSN  Websense          23.38   1.75    8.1%   19.9%    N/A     456.4
VMDC  VantageMed         1.56   0.06    4.2%   -3.8%

    N/A      13.4
SSSW  SilverStream      26.00   0.25    1.0%  -19.4%  -76.5%    532.6
GTHR  GetThere          17.69   0.00    0.0%    0.4%  -52.7%    621.1
TIBX  Tibco Software    68.63  -1.00   -1.4%  -23.6%   44.9% 13,027.3
OTEX  Open Text         18.13  -0.69   -3.7%  -24.1%    8.4%    366.7
DGV   Digital Lava       4.94  -0.19   -4.0%  -15.9%  -24.0%     35.5
WAVO  WAVO               0.59  -0.03   -5.0%  -29.6%  -83.5%     26.3
OTGS  OTG Software      38.63  -2.38   -5.8%   20.0%    N/A     995.2
NTGX  net.Genesis        8.00  -0.56   -6.6%    0.8%    N/A     169.2
EMBT  Embarcadero       44.00  -3.75   -7.9%    5.1%    N/A   1,159.1
NTOP  Net2Phone         21.81  -1.88   -7.9%  -24.8%  -48.9%  1,209.5
COBT  Cobalt Networks   50.06  -4.63   -8.5%    8.7%  -50.3%  1,479.9
RWAV  Rogue Wave         4.52  -0.48   -9.7%  -23.1%  -39.2%     49.2
VOCL  VocalTec           8.83  -1.08  -10.9%  -41.1%  -43.2%    106.9
PRSF  Portal Software   30.94  -4.25  -12.1%  -32.8%  -35.2%  5,033.6
ALLR  Allaire            6.41  -0.94  -12.8%  -70.4%  -90.6%    174.6
LBRT  Liberate          22.31  -3.38  -13.1%  -32.3%  -81.3%  2,293.9
LOUD  Loudeye            4.63  -0.75  -14.0%  -51.0%    N/A     171.2
BLUE  Blue Martini      30.00  -4.88  -14.0%  -37.5%    N/A   2,068.7
NSPK  NetSpeak           7.13  -1.19  -14.3%  -40.3%  -63.9%    101.1
MONE  MatrixOne         29.00  -5.00  -14.7%  -26.8%    N/A   1,235.4
SABA  Saba Software     22.00  -3.95  -15.2%  -22.1%    N/A     962.7
AVSR  Avistar            5.50  -1.00  -15.4%  -48.2%    N/A     138.7
CTRA  Centra Software    5.13  -0.94  -15.5%  -34.4%    N/A     123.9
BLSW  Bluestone         14.75  -2.94  -16.6%  -22.9%  -86.2%    306.4
TMNT  Telemate.Net       1.56  -0.31  -16.7%  -34.2%  -89.6%     12.3
PKSI  Primus Knowledge   5.50  -1.13  -17.0%  -78.4%  -86.9%     98.5
RHAT  Red Hat           12.69  -2.63  -17.1%  -47.4%  -87.1%  1,991.9
SWCM  Software.com     146.81 -31.19  -17.5%    5.0%   64.7%  7,194.0
VATA  Versata           20.13  -4.38  -17.9%  -26.1%    N/A     816.4
RDWR  Radware           22.13  -4.88  -18.1%  -29.6%  -44.8%    350.8
DTEC  Delano Tech.      11.81  -2.81  -19.2%   -5.5%    N/A     356.1
EVLV  Evolve Software   18.13  -4.75  -20.8%  -27.1%    N/A     662.6
CLRN  Clarent           28.81  -7.81  -21.3%  -36.5%  -60.1%    960.4
SQSW  Sequoia Software   4.75  -1.31  -21.6%  -53.4%    N/A     145.9
IPIX  Internet Picture   4.41  -1.22  -21.7%  -48.2%  -71.4%    265.9
SONE  S1 Corp.           8.06  -2.44  -23.2%  -51.9%  -88.9%    445.1
MNDO  Mind C.T.I.        8.88  -2.81  -24.1%  -19.3%    N/A     178.5
SPRT  Support.com       20.38  -6.63  -24.5%  -30.6%    N/A     685.1
SVCW  ServiceWare        5.38  -1.75  -24.6%  -30.6%    N/A     126.5
SGNT  Sagent Tech.       5.63  -2.00  -26.2%  -38.4%  -79.8%    160.7
IWOV  Interwoven        79.31 -29.56  -27.2%   -8.7%   40.4%  3,916.3
EXTN  Extensity         13.19  -4.94  -27.2%  -43.0%    N/A     314.6
BWEB  BackWeb            7.25  -2.81  -28.0%  -56.6%  -81.5%    272.2
WEBT  WebTrends         19.88  -8.31  -29.5%  -51.3%  -47.2%    520.6
EPRS  Eprise             5.06  -2.13  -29.6%  -69.0%    N/A     127.3
NESY  NEON Systems       7.31  -3.31  -31.2%  -45.3%  -79.9%     69.0
FVCX  FVC.com            3.00  -1.38  -31.4%  -55.1%  -72.4%     51.8
RNWK  RealNetworks      25.00 -11.81  -32.1%  -47.8%  -55.3%  3,907.5
IMAN  iManage            3.94  -2.13  -35.1%  -64.2%  -86.8%     91.6
PASW  PASW               1.25  -0.69  -35.5%  -60.0%  -76.3%      5.6
VIAD  Viador             4.00  -2.25  -36.0%  -58.2%  -89.8%     71.2
---------------------------------------------------------------------
      Performance Software Ave.       -15.7%

E-business software company Vignette regains most of the ground it
lost from a steep slide that began in mid-September. VIGN climbed
nearly 40% on Monday alone after announcing many of the sites its
software powers were among the be

st-performing on the Web according
to three recent surveys. Enterprise portal technology provider Viador
loses its CFO, but gets a new president and CEO, Jonathan Harding,
who replaces founder Stan Wang, who will stay on as chairman. VIAD
also got something else: A downgrading to “neutral” from “strong buy”
from USB Piper Jaffray. That’s quite a downgrading, if you ask me.

                                INTERNET SERVICES

                        10/11  7-Day   7-Day  1-Month   YTD    Market
      Company          $Close $Change %Change %Change           Cap

ACRU  Accrue Software    7.55   0.67    9.8%  -62.6%  -85.0%    220.7
WEBX  WebEx             36.63   0.88    2.4%  -17.8%    N/A   1,323.1
CONV  Convergent         2.78  -0.03   -1.1%  -27.1%  -81.1%     82.3
CLKS  click2learn.com   14.69  -0.19   -1.3%    3.5%   42.2%    247.7
EGAN  eGain              7.88  -0.13   -1.6%  -29.2%  -77.5%    281.2
HHNT  HeadHunter.NET     5.75  -0.13   -2.1%   -4.2%  -50.7%    106.9
CAVN  Cavion             2.31  -0.06   -2.6%  -48.6%  -67.9%     11.5
DIGX  Digex             37.63  -1.88   -4.7%  -41.2%  -41.1%  2,390.1
CHRD  Chordiant          6.72  -0.41   -5.7%  -39.6%    N/A     247.3
NETZ  Netzee             3.77  -0.23   -5.9%  -17.5%  -75.6%     82.9
KEYN  Keynote Systems   20.88  -1.38   -6.2%  -24.4%  -69.5%    577.8
SKIL  SkillSoft         17.25  -1.38   -7.4%  -13.8%    N/A     228.6
IBAS  iBasis            11.38  -0.94   -7.6%  -44.3%  -57.4%    387.7
LIOX  Lionbridge         7.81  -0.69   -8.1%   -3.1%  -53.9%    213.4
SRCH  US SEARCH.com      0.91  -0.09   -9.4%  -48.2%  -87.0%     16.5
DRTN  Data Return       15.25  -1.75  -10.3%  -34.1%  -69.3%    542.2
WQNI  WorldQuest         4.06  -0.50  -11.0%   -9.7%    N/A      25.9
ECRU  E-Cruiter.com      3.00  -0.38  -11.1%  -20.0%  -54.7%     23.1
FUSN  Fusion Networks    1.00  -0.13  -11.1%  -27.3%    N/A      37.0
MAIL  Mail.com           4.00  -0.50  -11.1%  -38.8%  -77.0%    239.0
VCNT  Vicinity           9.31  -1.44  -13.4%  -17.7%    N/A     261.5
LPSN  LivePerson         1.94  -0.31  -13.9%  -72.6%    N/A      57.1
VRSN  VeriSign         157.63 -25.94  -14.1%   -8.9%  -11.1% 30,651.0
CPTH  Critical Path     49.38  -8.63  -14.9%  -24.2%  -43.7%  3,154.0
EGRT  Egreetings         0.69  -0.13  -15.4%  -47.6%  -92.7%     24.3
WNET  WHEREVER.net       1.69  -0.31  -15.6%  -44.9%    N/A      41.7
EXDS  Exodus            37.50  -7.50  -16.7%  -38.8%   -9.1% 15,626.5
SAPE  Sapient           29.94  -6.69  -18.3%  -37.0%  -54.3%  3,553.4
RCOM  Register.com       7.25  -1.63  -18.3%  -20.0%    N/A     231.9
HLTH  WebMD              9.69  -2.38  -19.7%  -35.4%  -72.2%  2,122.3
INIT  Interliant         5.03  -1.31  -20.7%  -51.8%  -79.2%    240.7
EVOK  Evoke              4.50  -1.19  -20.9%  -43.8%    N/A     210.6
STMP  Stamps.com         2.94  -0.78  -21.0%  -53.9%  -92.4%    144.3
ITXC  ITXC               9.88  -2.94  -22.9%  -46.4%  -68.4%    380.5
KANA  Kana              15.00  -4.50  -23.1%  -54.2%  -84.2%  1,399.6
IPRT  iPrint.com         2.25  -0.75  -25.0%  -30.8%    N/A      67.4
HOTJ  HotJobs.com       12.88  -4.38  -25.4%  -31.8%  -68.3%    465.3
SVVS  Savvis             5.94  -2.06  -25.8%  -40.6%    N/A     552.0
MDLI  MedicaLogic        3.00  -1.06  -26.2%  -45.5%  -84.6%    165.7
CRFH  Crayfish Co.       1.75  -0.63  -26.3%  -67.1%    N/A      89.0
LFMN  Lifeminders       13.13  -4.88  -27.1%  -44.6%  -75.5%    313.0
CRIO  Corio              4.56  -1.88  -29.1%  -55.5%    N/A     221.2
CTCH  CommTouch         13.38  -5.56  -29.4%  -30.7%  -70.3%    204.1
NTWO  N2H2               1.63  -0.75  -31.6%  -48.0%  -92.6%     36.5
USIX  USinternetworking  3.41  -1.72  -33.5%  -54.6%  -92.1%    329.9
CLAI  Claimsnet.com      2.19  -1.25  -36.4%  -41.7%  -76.4%     20.1
ILND  Interland          5.00  -3.56  -41.6%  -26.3%    N/A     233.5
EQIX  Equinix            4.13  -3.00  -42.1%  -67.0%    N/A     304.3
NAVI  Na

viSite          13.00 -11.44  -46.8%  -68.8%  -72.0%    734.8
MRBA  Marimba            5.88  -5.94  -50.3%  -61.5%  -86.3%    137.7
BWAY  Breakaway Sol.     2.81  -4.69  -62.5%  -80.9%  -91.7%    126.6
---------------------------------------------------------------------
      Internet Services Ave.          -18.3%

Five companies in this sector – count ’em, five – make the list of
10 biggest losers this week. Breakaway Solutions, an application
services provider, almost falls off the face of the earth after a
Q3 earnings warning. BWAY cited delayed or canceled projects and a
general lack of dot.com business. I wonder why. Another application
services player, Marimba, gets the same treatment for the same
reason. Accrue Software takes the top slot by bouncing off an all-time
low close of $6.88 on Oct. 4, but by Thursday was already below that,
closing at $6.38. So even the gainers are down.

                             ADVERTISING/MARKETING

                        10/11   7-Day   7-Day  1-Month   YTD    Market
       Company          $Close $Change %Change %Change           Cap

LNTY  L90                7.94    0.38    5.0%    0.4%    N/A     177.5
BFRE  Be Free            3.75   -0.19   -4.8%  -27.7%  -88.8%    244.5
APLN  @Plan.Inc          8.13   -0.56   -6.5%   38.3%  -11.4%     91.9
PRME  Prime Response     3.13   -0.38  -10.7%  -44.4%    N/A      64.6
MYPT  MyPoints.com       5.47   -0.72  -11.6%  -53.5%  -92.0%    160.7
AVEA  Avenue A           4.25   -0.56  -11.7%  -45.2%    N/A     246.8
CSAV  coolsavings.com    2.19   -0.38  -14.6%  -16.6%    N/A      85.5
CBLT  Cobalt Group       2.88   -0.50  -14.8%  -30.8%  -67.0%     50.8
HPOL  Harris Interact.   3.91   -0.72  -15.5%  -15.5%  -67.8%    133.6
NTRT  NetRatings        16.13   -3.00  -15.7%   -2.3%  -63.9%    523.8
VCLK  ValueClick         5.25   -1.16  -18.0%  -49.4%    N/A     147.0
DCLK  DoubleClick       21.19   -4.88  -18.7%  -44.2%  -82.0%  2,599.8
NTCR  NetCreations       8.50   -2.00  -19.0%  -24.4%  -79.2%    131.7
DIGI  Digital Impact     4.88   -1.25  -20.4%  -39.1%  -89.5%    120.9
MPLX  Mediaplex          2.97   -0.78  -20.8%  -69.5%  -94.9%     99.9
FSHP  FreeShop.com       2.59   -0.84  -24.5%  -39.0%  -94.2%     40.7
ENGA  Engage             5.88   -1.94  -24.8%  -39.9%  -78.9%  1,056.4
NCNT  Netcentives        8.06   -3.00  -27.1%  -12.8%  -86.1%    343.6
TFSM  24/7 Media         5.13   -3.59  -41.2%  -60.6%  -90.2%    182.4
----------------------------------------------------------------------
      Advertising/Marketing Ave.       -14.4%

Like a wall clock’s second hand that’s stuck in place, L90 has spent
the past two weeks ticking forward, then back, forward, then back:
7.56, 7.93, 7.75, 7.81, 7.75. It ends the week on a slight uptick.
Like a wall clock that fell to the floor and smashed into pieces,
24/7 Media drops more than 41% this week on no news other than shares
continue to probe new lows.

                              CONSULTANTS/DESIGNERS

                        10/11  7-Day   7-Day  1-Month   YTD   Market
       Company         $Close  Change %Change %Change           Cap

LNTE  Lante              4.13   0.50   13.8%  -41.6%    N/A    163.0
CVGP  Convergent Group   4.84   0.50   11.5%    7.6%    N/A    210.3
MMPT  Modem Media        5.00   0.19    3.9%  -29.8%  -84.7%   122.5
GENI  GenesisIntermedia 15.31  -0.44   -2.8%    2.1%  183.7%    99.0
MSPR  Mainspring         6.13  -0.22   -3.4%  -37.2%    N/A    115.2
PECS  PEC Solutions      5.25  -0.31   -5.6%  -10.6%    N/A    116.9
VIAN  Viant              5.19  -0.34   -6.2%  -36.9%  -88.7%   248.8
XPDR  Xpedior            2.88  -0.25   -8.0%  -41.0%  -89.2%   145.3
PRFT  Perficient        14.00  -2.25  -13.8%   19.1%   18.2%   85.0
MRCH  marchFIRST        11.25  -2.00  -15.1%  -41.6%  -77.4% 1,689.9
DTAS  Digitas           13.13  -3.06  -18.9%  -23.4%    N/A    755.2
ACOM  AGENCY.COM        10.56  

-2.56  -19.5%  -50.0%  -77.7%   376.1
INFT  Inforte           26.88  -8.75  -24.6%  -28.2%    N/A    333.3
PXCM  Proxicom          12.44  -4.13  -24.9%  -41.3%  -78.5%   701.8
IIXL  iXL Enterprises    3.00  -1.06  -26.2%  -36.8%  -94.2%   227.1
OGNC  Organic            3.00  -1.25  -29.4%  -40.0%    N/A    263.9
IISX  Integrated Info.   3.44  -1.44  -29.5%  -46.1%    N/A     70.4
LUMT  Luminant           2.00  -1.00  -33.3%  -71.7%  -95.3%    54.2
SCNT  Scient            11.63  -6.81  -36.9%  -58.8%  -85.5%   851.5
RAZF  Razorfish          4.56  -5.25  -53.5%  -62.8%  -89.7%   433.5
--------------------------------------------------------------------
      Consultants/Designers Ave.      -16.1%

Razorfish is this sector’s leading Q3 earnings warning victim this
week. Lante also issues a Q3 warning, but after falling on Oct. 4,
shares struggle back slightly, hence LNTE’s perch atop this group.
Ten of the 12 stocks in the sector that have been trading since
Dec. 31 are down more than 77% for the year. GenesisIntermedia.com
is a freak of nature.

                                 SPEED/BANDWIDTH

                        10/11  7-Day   7-Day  1-Month   YTD     Market
        Company        $Close $Change %Change %Change            Cap

IBEM  iBEAM              6.94   0.75   12.1%  -27.9%    N/A      751.5
CAIS  CAIS Internet      5.38   0.47    9.6%  -23.2%  -83.7%     124.2
TERN  Terayon           36.06   2.81    8.5%  -14.9%   23.6%   2,240.6
RSNT  Resonate          40.50   1.31    3.3%   20.4%    N/A    1,091.9
AKAM  Akamai            45.56   0.06    0.1%  -28.0%  -85.0%   4,847.5
JNPR  Juniper Networks 206.00  -1.97   -0.9%    3.7%  291.4%  64,963.5
AVCI  Avici Systems     78.81  -1.70   -2.1%  -22.4%    N/A    3,783.9
FFIV  F5 Networks       30.81  -2.38   -7.2%  -30.0%  -70.9%     662.9
SONS  Sonus Networks    41.75  -3.42   -7.6%   -4.6%    N/A    7,642.0
COVD  Covad              9.50  -0.81   -7.9%  -45.9%  -72.6%   1,470.9
RAMP  Ramp Networks      1.81  -0.19   -9.4%  -66.7%  -87.2%      39.3
CFLO  CacheFlow        108.13 -13.63  -11.2%   -6.1%  -10.9%   4,282.1
BRCM  Broadcom         211.56 -30.38  -12.6%   -3.2%   67.3%  46,974.7
CSCO  Cisco Systems     51.19  -7.38  -12.6%  -16.5%    2.9% 360,462.0
RDWR  Radware           22.13  -4.88  -18.1%  -29.6%  -44.8%     350.8
HSAC  High Speed Access  2.88  -0.75  -20.7%  -43.6%  -82.4%     160.1
NENG  Network Engines   34.56  -9.44  -21.4%    2.0%    N/A    1,181.0
PKTR  Packeteer         25.06  -6.88  -21.5%  -43.0%  -62.0%     681.9
WGAT  WorldGate         18.95  -6.05  -24.2%  -14.8%  -57.1%     410.7
ATHM  At Home            9.19  -3.06  -25.0%  -43.2%  -76.9%   3,695.9
INAP  InterNAP          17.00  -5.75  -25.3%  -46.9%  -78.8%   2,470.3
TUTS  Tut Systems       49.69 -18.56  -27.2%  -41.5%   -0.2%     776.2
INKT  Inktomi           78.31 -30.63  -28.1%  -28.0%   -5.0%   8,929.6
SCMR  Sycamore          72.69 -31.31  -30.1%  -35.5%  -23.8%  17,794.9
COSN  CoSine            28.44 -15.16  -34.8%    N/A     N/A    2,847.4
----------------------------------------------------------------------
      Speed/Bandwidth Ave.            -12.6%

Streaming media network provider iBEAM Broadcasting gets a boost from
completion of its buyout of NextVenue, which provides streaming media
services to investment banks and corporations, but by Thursday had
lost most of those modest gains. CoSine Communications goes public
on Sept. 26, posting an impressive 174% gain in its debut. Then COSN
got right into the spirit of things, quickly zeroing in on its $23
per share offer price.

                             ISPs/ACCESS PROVIDERS

                         10/11  7-Day   7-Day  1-Month  YTD    Market
          Company       $Close $Change %Change %Change          Cap

RMII  RMI.Net            1.25    0.00    0.0%  -41.2%  -83.8%    27.4
IAWK  Iasiaworks         8.88   -0.13   -1.4%  -20.7%    N/A    348.7
HAN

A  Hanaro Telecom     4.19   -0.06   -1.5%  -11.8%    N/A  1,105.5
IZAP  ZapME!             1.91   -0.06   -3.2%    5.1%  -76.2%    86.1
GIGM  GigaMedia          7.50   -0.47   -5.9%  -28.1%    N/A    366.2
PRGY  Prodigy            5.28   -0.50   -8.6%  -32.9%  -70.7%   368.9
DSLN  DSL.net            2.88   -0.31   -9.8%  -32.8%  -78.6%   189.4
IDTC  IDT Corp.         35.00   -3.94  -10.1%  -11.7%   99.7% 1,290.6
ELNK  EarthLink          7.19   -0.84  -10.5%  -33.5%  -81.8%   898.0
NZRO  NetZero            2.19   -0.28  -11.4%  -44.4%  -91.3%   267.7
DDDC  Deltathree.com     3.63   -0.47  -11.5%  -43.4%  -84.8%   104.5
QSCG  QS Comm.          13.88   -1.88  -11.9%  -26.5%    N/A    707.3
FREE  Freeserve         29.00   -3.94  -12.0%  -31.0%  -66.1% 2,906.6
PNVN  PNV                0.84   -0.12  -12.9%  -38.6%  -88.9%    13.5
IIJI  Internet/Japan    35.31   -6.81  -16.2%   -7.5%  -60.9% 1,587.7
LOAX  Log On America     2.56   -0.50  -16.3%  -18.0%  -86.4%    22.5
VNWI  VIA NET.WORKS      7.13   -1.50  -17.4%  -36.7%    N/A    425.2
ATHY  AppliedTheory      5.00   -1.13  -18.4%  -29.2%  -80.6%   124.1
NPLI  Netpliance         1.50   -0.38  -20.0%  -62.5%    N/A     90.6
ZIPL  Ziplink            2.56   -0.66  -20.4%  -54.4%  -77.9%    33.3
PSIX  PSINet             6.28   -1.62  -20.6%  -60.4%  -78.1% 1,193.9
JWEB  Juno Online        2.53   -0.72  -22.1%  -57.4%  -92.3%    98.4
FSST  FASTNET            1.50   -0.44  -22.6%  -40.0%    N/A     22.5
TLCT  Telocity Delaware  2.13   -0.63  -22.7%  -50.7%    N/A    180.3
GEEK  Internet America   1.63   -0.50  -23.5%  -57.4%  -85.2%    15.8
KOREA Korea Thrunet      3.72   -1.28  -25.6%  -51.6%  -94.1%   267.6
ISLD  Digital Island    14.06   -4.88  -25.7%  -45.9%  -84.1%   979.9
PCNTF Pacific Internet   6.38   -2.38  -27.1%  -54.1%  -85.4%    80.6
IGLD  Internet Gold      3.63   -1.75  -32.6%  -37.0%  -82.5%    66.8
TRRA  Terra Networks    21.38  -11.88  -35.7%  -43.1%  -58.0% 5,888.8
---------------------------------------------------------------------
      ISP/Access Provider Ave.         -15.9%

Another sector led by a zero-gainer. Spanish ISP Terra Networks gets
a hefty 1.8% boost on news that CMGI has decided to support TRRA’s
merger with U.S. portal Lycos. Unfortunately, Terra shares tumble
every other day of the week. Hey, I just noticed the bottom of this
list has a heavy international flavor. There’s Internet Gold, which
saw Lehman Bros. reduce revenue forecasts for the Israel-based ISP;
Pacific Internet Limited, setting new lows every day; global player
Digital Island and Korea Thrunet, down 94% for the year.

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