Election

After two consecutive weeks in which most of our 13 Internet sectors gained, upward movement has stalled amid confusion and uncertainty surrounding this week’s presidential election, with the Nasdaq falling 5.4% on Wednesday.

The real question is whether ‘Net stocks will resume their comeback or begin looking for yet another bottom. Trouble is, we may not know that answer for some time, since legal challenges to Tuesday’s vote loom in Florida and elsewhere.

Until we know who the next president will be, expect Internet stocks to be trapped in a lockbox of investor anxiety and doubt.

*Market Cap figure is in millions unless otherwise noted.

  
PERFORMANCE BY SECTOR
                          Ave. 7-Day
                           % Change

Search/Portals               +6.6%
Financial Services           +6.3%
Wireless                     +3.3%
Speed/Bandwidth              +3.2%
Content/Communities          +1.9%
Advertising/Marketing        -0.5% 
E-commerce Enablers          -0.7%
Security                     -1.3%
Internet Services            -1.8%
Performance Software         -1.9% 
E-tailers                    -4.0%
ISPs/Access Providers        -6.3%  
Consultants/Designers        -6.9%

 
TOP 10 GAINERS              7-Day % Gain         Category

SGNT  Sagent Tech.              59.5%        Performance Software
RAMP  Ramp Networks             57.1%        Speed/Bandwidth
TPN   TownPagesNet              54.0%        Content/Communities
GDEN  Garden.com                53.8%        E-tailers
PKTR  Packeteer                 51.6%        Speed/Bandwidth
TREE  LendingTree               46.9%        Financial Services
INIT  Interliant                46.2%        Internet Services
AHWY  audiohighway              37.5%        E-tailers
CLAI  Claimsnet.com             37.5%        Internet Services
PPOD  Peapod                    36.4%        E-tailers

TOP 10 LOSERS               7-Day % Loss          Category
 
PSIX  PSINet                   -68.4%        ISPs/Access Providers
XPDR  Xpedior                  -59.0%        Consultants/Designers
ZIPL  Ziplink                  -56.5%        ISPs/Access Providers
IPET  Pets.com                 -52.9%        E-tailers
PCLN  priceline.com            -47.5%        E-tailers
SRCH  US SEARCH.com            -35.7%        Internet Services
MAIL  Mail.com                 -34.5%        Internet Services
ETYS  eToys                    -32.8%        E-tailers
NETZ  Netzee                   -32.3%        Internet Services
ARTG  Art Technology           -31.4%        E-Commerce Enablers
KNOT  The Knot                 -30.7%        Content/Communities
 
********************************************************************

                             WIRELESS PRODUCTS/SERVICES

                       11/8    7-Day   7-Day  1-Month   YTD   Market
       Company        $Close  $Change %Change %Change          Cap
                     
AETH  Aether Systems   115.44  29.38   34.1%  -38.0%   24.6%    4.5B
IIIM  i3 Mobile          6.75   1.13   20.0%  -21.2%    N/A   153.9
HAND  Handspring        83.31  11.50   16.0%   69.3%    N/A    10.5B
GWRX  Geoworks           5.19   0.69   15.3%  -52.7%  -68.3%  112.3
VYYO  Vyyo              26.75   3.50   15.1%  -27.3%    N/A     1.0B
RIMM  Research/Motion  109.88  14.00   14.6%   46.5%  171.0%    7.9B
PALM  Palm              57.88   3.31    6.1%    6.6%    N/A    32.8B
PHCM  Phone.com         96.88   5.00    5.4%    1.1%  -11.7%    8.0B
ULCM  Ulticom           51.31   2.44    5.0%  -18.1%    N/A     1.9B
PUMA  Puma Technology   14.81   0.56    3.9%  -32.3%  -76.7%  626.7
IWAV  interWAVE          4.31   0.13    3.0%  -49.0%    N/A   208.9
AVGO  Avantgo           10.75   0.25    2.4%    N/A     N/A   358.5
INSP  InfoSpace         23.06   0.13    0.5%  -50.1%  -62.1%    6.7B
WFII  Wireless Facil.   48.00  -3.44   -6.7%  -24.7%   35.1%    2.0B
GOAM  GoAmerica         10.19  -0

.88   -7.9%    6.7%    N/A   523.4
SVNX  724 Solutions     26.81  -2.31   -7.9%  -38.0%    N/A     1.0B
PRTH  Parthus Tech.     30.00  -4.50  -13.0%   -8.7%    N/A     1.5B
MCOM  Metricom          14.38  -3.13  -17.9%  -45.5%  -75.8%  441.6
OMNY  OmniSky            9.91  -3.47  -25.9%    N/A     N/A   645.4
---------------------------------------------------------------------
       Wireless Ave.                    +3.3%         

Aether Systems is one of the few Internet companies that wasn't
driven to new lows in September and October, though shares did
slump. AETH is up 43% so far this month, thanks in large part to
a Q3 report showing strong revenue growth but widening losses.
OmniSky dips below $10 for the first time since going public in 
late September. Handspring boasts the best numbers for the month,
with a 69% gain.

                               SEARCH/PORTALS

                       11/8   7-Day   7-Day  1-Month   YTD   Market
      Company         $Close $Change %Change %Change          Cap
                     
STRM  StarMedia         8.00   1.50   23.1%  -42.3%  -85.4%  526.6
CHINA Chinadotcom      12.31   2.13   20.9%  -63.0%  -81.1%    1.1B
ASKJ  Ask Jeeves       15.63   1.56   11.1%  -51.7%  -88.6%  557.4
NTES  Netease.com       4.94   0.44    9.7%  -46.4%    N/A   148.6
AOLA  AOL/Latin Amer.   6.63   0.56    9.3%  -39.3%    N/A     1.7B
AOL   America Online   56.30   4.30    8.3%  -22.1%  -37.0%  130.8B
BOUT  About.com        26.50   1.77    7.1%  -50.9%  -77.6%  478.4
SINA  SINA.com          7.13   0.25    3.6%  -71.0%    N/A   291.7
GOTO  GoTo.com         15.50   0.25    1.6%  -52.3%  -84.0%  809.0
TRLY  Terra Networks   23.25   0.25    1.1%    N/A     N/A     N/A
YHOO  Yahoo!           65.00   0.64    1.0%  -54.7%  -75.4%   35.7B
LOOK  LookSmart         8.38  -0.03   -0.4%  -55.2%  -75.1%  750.7
SOHU  Sohu.com          3.06  -0.06   -2.0%  -44.0%    N/A    95.6
DIG   Disney-Internet   7.63  -0.19   -2.4%  -50.2%  -67.6%    1.2B                                       
-------------------------------------------------------------------
      Search/Portals Ave.             +6.6%         

This sector tops all others for the second straight week, and posts 
its third big gain in a row. And yet there isn't one stock here that
is up over the past month. The best monthly performer, America Online,
is down 22% as shares continue to hover in limbo pending the FTC
ruling on its merger with Time Warner. For the year, AOL is the only
ticker here that hasn't totally melted down, with a YTD loss of 37%.
Runner-up is Walt Disney Internet Group, which has lost two-thirds
of its value. And it just gets uglier after that. Latin portal 
StarMedia Network reports wider Q3 losses, but beats street estimates.

                               CONTENT/COMMUNITIES 

                        11/8   7-Day   7-Day  1-Month   YTD  Market
      Company          $Close $Change %Change %Change          Cap  

TPN   TownPagesNet       1.25   0.44   54.0%  -44.0%  -81.4%   12.0
VDAT  Visual Data        3.50   0.75   27.3%  -41.2%  -76.3%   29.4
SCRM  ScreamingMedia     5.91   1.22   26.0%  -39.2%    N/A   221.0
HCEN  HealthCentral      1.23   0.23   23.4%  -52.2%  -80.0%   55.7
EWBX  EarthWeb          17.56   3.13   21.6%   -8.3%  -79.2%  182.8
SNOW  Snowball.com       1.59   0.28   21.4%  -54.4%    N/A    59.7
STAD  Student Advantage  4.44   0.69   18.3%  -42.9%  -80.4%  160.3
TGLO  theglobe.com       0.63   0.09   17.6%  -56.4%  -93.1%   19.4
MKTW  MarketWatch.com    5.31   0.78   17.2%  -64.2%  -88.4%   87.2
SALN  Salon.com          1.38   0.19   15.8%  -46.7%  -78.2%   19.1
TSCM  TheStreet.com      4.13   0.56   15.8%  -39.8%  -79.1%  110.6
TCTY  Talk City          0.69   0.06   10.0%  -46.0%  -96.5%   17.2
ONES  OneSource         12.94   0.75    6.2%  -18.4%  -17.0%  151.2
HOOV  Hoover's           3.50   0.19    5.7%  -27.3%  -44.0%   48.4
NETR  NetRadio           0.69

   0.03    4.8%  -44.0%  -88.5%    6.9
IVIL  iVillage           2.88   0.13    4.5%  -72.1%  -91.9%   85.4
ARTD  Artistdirect       0.78   0.03    4.2%  -61.9%    N/A    28.8
HOMS  Homestore.com     37.38   1.25    3.5%  -30.6%  -49.0%    3.1B
HSTM  HealthStream       2.13   0.06    3.0%   -5.6%    N/A    42.5
INFO  Infonautics        1.31   0.03    2.4%  -41.3%  -73.8%   16.0
NBCI  NBC Internet       7.31   0.06    0.9%  -31.9%  -93.2%  457.3
IASIA Asiacontent.com    1.88   0.00    0.0%  -59.6%    N/A    64.4
SWBD  Switchboard        6.75   0.00    0.0%  -17.4%    N/A   166.4
EDGR  EDGAR Online       3.75  -0.13   -3.2%  -28.8%  -52.0%   46.7
HGAT  HealthGate         0.72  -0.03   -4.2%  -25.6%    N/A    12.8
KOOP  drkoop.com         0.81  -0.06   -7.1%  -28.9%  -90.8%   28.4
INTM  internet.com      20.00  -1.63   -7.5%  -35.5%  -61.7%  501.9
CNET  CNET Networks     30.50  -2.50   -7.6%  -28.6%  -62.3%    2.7B
MPPP  MP3.com            3.75  -0.31   -7.7%  -45.7%  -90.6%  255.7
IMPV  ImproveNet         1.13  -0.13  -10.0%  -51.5%    N/A    18.8
SPLN  SportsLine.com     8.19  -0.94  -10.3%  -48.6%  -82.2%  216.3
LOIS  Loislaw.com        2.00  -0.25  -11.1%  -70.1%  -93.4%   42.1
LAUN  Launch Media       3.31  -0.44  -11.7%  -36.0%  -74.5%   44.9
PASA  quepasa.com        0.47  -0.06  -11.8%  -57.1%  -96.0%    8.8
TURF  iTurf              0.88  -0.13  -12.5%  -42.9%  -93.4%   18.5
QKKA  Quokka Sports      2.59  -0.47  -15.3%  -36.8%  -72.0%  120.2
VERT  VerticalNet       24.38  -4.63  -15.9%  -45.0%  -70.8%    2.1B
DTHK  DigitalThink      29.61  -6.08  -17.0%   15.0%    N/A     1.0B
MLTX  Multex.com        10.44  -2.19  -17.3%  -38.1%  -62.9%  317.2
WOMN  Women.com          1.16  -0.34  -22.9%  -37.5%  -85.7%   54.1
KNOT  The Knot           1.91  -0.84  -30.7%   -2.3%  -65.3%   27.9                                     
--------------------------------------------------------------------
      Content/Comm. Ave.               +1.9%         

British local online news site TownPagesNet.com has doubled in price
since Oct. 30: Easy to do when you're rebounding from a new low 
closing price of 63 cents per share. Online video and audio content 
provider Visual Data nearly fell below $2 per share on Oct. 19 
before slowly reversing direction. Wedding planning site The Knot 
unravels in the wake of Q3 report showing widening losses. E-learning
company DigitalThink is the only monthly gainer in this group of 
41 stocks.

                                 E-TAILERS 

                         11/8   7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap  
                     
GDEN  Garden.com          0.31   0.11   53.8%  -75.0%  -95.3%    5.5
AHWY  audiohighway        0.69   0.19   37.5%  -41.9%  -92.8%    4.4
PPOD  Peapod              1.88   0.50   36.4%  -44.4%  -88.2%   33.7
VSHP  VitaminShoppe.com   0.64   0.14   28.1%  -41.2%  -92.5%   13.0
DSCM  Drugstore.com       3.59   0.78   27.8%  -44.0%  -92.1%  190.8
EXPE  Expedia            15.56   2.19   16.4%  -33.2%  -66.8%  750.3
AMEN  Crosswalk.com       1.38   0.19   15.8%  -23.1%  -73.5%   10.7
WBVN  Webvan Group        1.38   0.19   15.8%  -53.8%  -89.9%  476.8
ROOM  Hotel Network      37.13   2.00    5.7%  -29.5%    N/A     2.0B
SKDS  SmarterKids.com     2.00   0.06    3.2%   -3.5%  -73.7%   41.2
CTIX  Cheap Tickets      10.50   0.31    3.1%  -27.3%  -36.4%  254.5
BGST  BigStar             0.28   0.00    0.0%  -59.2%  -96.1%    2.9
COOL  Cyberian Outpost    3.03   0.00    0.0%  -30.0%  -66.5%   95.9
INSW  InsWeb              2.28  -0.03   -1.3%   -1.7%  -92.3%   80.3
ADBL  Audible             0.94  -0.03   -3.2%  -43.9%  -92.7%   25.8
TMCS  Ticketmaster       15.00  -0.56   -3.6%  -46.5%  -68.5%    1.3B
EFTD  FTD.COM             3.25  -0.13   -3.7%  -25.8%  -68.3%  158.1
EBAY  eBay               51.63  -2.41   -4.5%  -19.7%   -8.3%   13.9B
ESTM  E-Stamp             0.59  

-0.03   -5.0%  -52.4%  -96.9%   23.7
EBKR  Ebookers.com        4.13  -0.25   -5.7%  -17.8%  -68.2%   70.2
FASH  Fashionmall.com     2.06  -0.13   -5.7%  -14.1%  -48.6%   15.5
ALOY  Alloy Online        7.75  -0.50   -6.1%   -9.8%  -50.1%  162.0
EMUS  EMusic.com          0.75  -0.06   -7.7%  -58.6%  -92.0%   32.3
EGGS  Egghead.com         2.03  -0.19   -8.4%  -32.2%  -87.6%   86.0
FATB  Fatbrain.com        3.69  -0.34   -8.5%   -3.2%  -83.7%   48.1
PLRX  PlanetRx.com        0.31  -0.03   -9.1%  -34.4%  -97.5%   16.1
AMZN  Amazon.com         33.88  -3.50   -9.4%  -46.2%  -68.6%   12.1B
TIXX  Tickets.com         0.88  -0.09   -9.7%    N/A   -90.3%   51.7
ASFD  Ashford.com         2.00  -0.25  -11.1%  -27.0%  -77.4%   90.5
SFTY  eSAFETYWORLD        1.81  -0.25  -12.1%  -18.2%    N/A     5.4
BFLY  Bluefly             2.06  -0.31  -13.2%  -21.4%  -71.0%   10.2
VSTY  Varsity Group       0.44  -0.09  -17.6%  -28.6%    N/A     6.9
BNBN  barnesandnoble.com  3.16  -0.72  -18.5%  -40.0%  -72.7%  461.3
LMIN  Lastminute.com      6.50  -1.56  -19.4%  -13.1%    N/A   195.4
BUYX  BUY.COM             1.66  -0.41  -19.7%  -46.0%    N/A   217.3
HITS  Musicmaker.com      0.34   0.69  -20.1%  -40.0%  -93.1%   11.4
BYND  Beyond.com          0.56  -0.16  -21.7%  -20.6%  -88.2%   21.5
SQST  SciQuest.com        3.09  -1.20  -28.0%  -61.2%  -95.6%   89.7
ETYS  eToys               2.56  -1.25  -32.8%  -38.6%  -85.0%  312.6
PCLN  priceline.com       3.25  -2.94  -47.5%  -79.5%  -88.2%  541.6
IPET  Pets.com            0.25  -0.28  -52.9%  -46.9%    N/A     7.3
--------------------------------------------------------------------
      E-tailers Ave.                    -4.0%         
                     
Poor Sock Puppet. How could such a beloved marketing icon suffer such
a cruel fate? You'll never see the Energizer Bunny put out on the 
street like this. Then again, the bunny's corporate owner is a real 
business, while Pets.com, which closed its doors this week, was yet
another money-bleeding cyber-mirage. Where's all the holiday buzz
surrounding companies such as eToys and priceline.com? Stolen by
those Grinchy analysts, who insist on downgrading shares of these
and other beleaguered e-tailers.

                             FINANCIAL SERVICES 

                         11/8   7-Day   7-Day   1-Month   YTD   Market
      Company           $Close $Change %Change  %Change          Cap

TREE  LendingTree         5.19   1.66   46.9%   -48.3%    N/A    93.5
NXCD  NextCard            9.94   1.88   23.3%   -11.8%  -70.1%  527.3
LINE  onlinetrading.com   4.31   0.50   13.1%   -43.0%  -72.2%   49.5
CMGI  CMGI               21.81   1.13    5.4%   -59.0%  -87.9%    6.4B
ICGE  Internet Capital   16.25   0.75    4.8%   -60.7%  -93.4%    4.6B
NTBK  [email protected]            8.81   0.38    4.4%   -32.4%  -48.5%  261.5
AMTD  Ameritrade         15.25   0.50    3.4%   -31.4%  -34.8%    2.7B
ECMV  E Com Ventures      0.94   0.03    3.4%   -13.9%  -68.7%    9.3
WITC  Wit Soundview       6.81   0.19    2.8%   -42.3%  -65.6%  616.7
EELN  E-LOAN              2.75   0.03    1.1%    -3.6%  -77.8%  145.5
DIR   DLJdirect           4.88   0.00    0.0%   -33.3%  -62.9%  500.4
MDCM  Mortgage.com        0.06   0.00    0.0%   -39.5%  -86.5%    2.8
DVIN  divineInterventures 3.00   0.00    0.0%   -49.5%    N/A   412.3
EGRP  E*TRADE            13.44  -0.94   -6.5%   -35.7%  -49.7%    4.0B
WEBS  Web Street          1.38  -0.13   -8.3%   -38.1%  -85.7%   35.5
----------------------------------------------------------------------
      Financial Services Ave.           +6.3%         
                     
One of the few losing sectors last week turns it around, with only
two companies sinking further. Group leader LendingTree has gained 
87% since hitting a new all-time low close of $2.78 on Oct. 13. Key
catalyst: A Q3 report issued Oct. 18 that showed losses being reduced
to 81 cents per share from $1.04 per share in the second quarter.


Top YTD sector performer is Ameritrade, down 35%, but up a sliver
(0.5%) over the past three months, making it the only gainer for
any measured time period beyond a week.

                               E-COMMERCE ENABLERS
              
                        11/8   7-Day   7-Day  1-Month   YTD   Market
      Company          $Close $Change %Change %Change          Cap 

CKCM  Click Commerce    37.00   9.56   34.9%    0.8%    N/A     1.4B
NEOF  Neoforma.com       2.19   0.56   34.6%  -50.3%    N/A   277.5
XCAR  XCare.net          7.25   1.75   31.8%  -18.4%    N/A   117.8
BBSW  Broadbase         15.88   3.63   29.6%  -34.5%  -78.2%  754.3
IMNY  I-Many            27.25   5.31   24.2%   23.3%    N/A   871.3
PRTS  PartsBase.com      3.50   0.63   21.7%   -2.2%    N/A    49.3
FIRE  FirePond          10.63   1.75   19.7%  -48.0%    N/A   377.8
ROWE  Rowecom            2.88   0.44   17.9%  -46.2%  -93.7%   35.6
INTW  InterWorld         2.50   0.22    9.6%  -80.8%  -96.8%   73.0
BVSN  BroadVision       34.38   3.00    9.6%  -19.2%  -50.0%    9.2B
BTBC  b2bstores.com      1.50   0.13    9.1%  -16.7%    N/A    12.9
EPAY  Bottomline        38.38   2.88    8.1%   -1.8%    4.7%  493.5
LQID  Liquid Audio       4.72   0.34    7.9%  -36.3%  -83.2%  105.6
DRIV  Digital River      6.88   0.47    7.3%  -41.4%  -88.2%  150.6
ELCO  Elcom Inter.       3.47   0.22    6.7%  -24.7%  -87.5%  106.6
CYCH  CyberCash          3.00   0.19    6.7%  -52.5%  -75.7%   77.6
DDDC  Deltathree.com     3.19   0.19    6.3%  -46.0%  -86.5%   91.9
SLTC  Selectica         27.63   1.50    5.7%  -20.3%    N/A   992.7
NETP  Net Perceptions    3.75   0.19    5.3%  -63.9%  -88.2%  100.2
AGIL  Agile Software    77.88   3.25    4.4%  -18.9%  -35.8%    3.6B
RETK  Retek             41.00   0.75    1.9%   -4.8%  -39.4%    1.9B
FAIM  FairMarket         2.09   0.03    1.5%  -42.9%    N/A    59.2
CMRC  Commerce One      64.00   0.44    0.7%   -6.2%  -28.3%   12.1B
ZNGN  Zengine           12.31   0.06    0.5%    N/A     N/A   202.8
PCOR  pcOrder.com        6.19   0.03    0.5%  -36.2%  -93.2%  104.5
QUOT  Quotesmith.com     0.94   0.00    0.0%  -12.5%  -83.3%   18.0
SBYN  SeeBeyond Tech.   16.00  -0.06   -0.4%    N/A     N/A    N/A
PRVW  Preview Systems    4.94  -0.06   -1.3%  -57.2%  -93.5%   84.5
NVDC  Navidec            4.13  -0.06   -1.5%  -14.5%  -46.7%   45.4
CYSV  Cysive             7.81  -0.13   -1.6%  -3.6%   -79.8%  218.6
WEBM  webMethods        85.88  -1.38   -1.6%  -31.4%    N/A     4.0B
QSFT  Quest Software    41.00  -1.13   -2.7%    7.2%   14.6%    3.5B
GSPT  Global Sports      8.47  -0.28   -3.2%  -17.2%  -39.9%  183.8
ONVI  Onvia.com          2.44  -0.13   -4.9%  -52.9%    N/A   196.8
ARBA  Ariba            114.13  -6.44   -5.3%  -18.1%   55.9%   27.5B
AWEB  Autoweb.com        0.53  -0.03   -5.5%  -38.2%  -89.4%   15.7
OMKT  Open Market        3.06  -0.19   -5.8%  -63.4%  -93.6%  142.7
ORCC  Online Resources   3.88  -0.25   -6.1%    4.7%  -73.0%   44.9
TANN  Tanning Tech.      4.75  -0.38   -7.3%  -57.7%  -88.2%  100.0
USIT  U.S. Interactive   1.19  -0.09   -7.3%  -71.9%  -97.2%   30.8
ITWO  i2 Technologies  157.00 -14.50   -8.5%   -1.2%  101.0%   31.1B
CORI  Corillian         13.06  -1.44   -9.9%   12.3%    N/A   417.1
IMPV  ImproveNet         1.13  -0.13  -10.0%  -51.5%    N/A    18.8
CYBS  CyberSource        5.00  -0.69  -12.1%  -37.8%  -84.9%  174.0
OPUS  Opus360            1.53  -0.22  -12.5%  -49.0%    N/A    76.9
ITRA  Intraware          6.50  -1.13  -14.8%  -45.6%  -93.1%  170.5
EPNY  E.piphany         82.06 -14.25  -14.8%  -16.0%  -66.3%    3.7B
CLIC  Calico Commerce    2.88  -0.50  -14.8%  -52.5%  -94.0%  100.9
SNHK  Sunhawk.com       11.75  -2.25  -16.1%  -31.3%    N/A    35.4
BRNC  Braun Consulting   7.41  -1.53  -17.1%  -27.2%  -79.6%  149.0
PPRO  PurchasePro.com   21.94  -4.81  -18.0%   30.4%  -36.3%    1.4B
DGIN  Digital Insight   15.88  -3.50  -18.1%  -14.5%  -25.9%  458.7
ABTL  Autobytel

.com      4.50  -1.06  -19.1%   32.4%  -57.0%   91.4
PRSW  Persistence        8.88  -2.13  -19.3%  -39.3%  -56.2%  173.5
PFSW  PFSweb             1.47  -0.53  -26.6%  -44.2%  -95.6%   26.2
HCOM  HomeCom            0.22  -0.09  -30.0%  -40.0%  -87.2%    2.0
ARTG  Art Technology    45.75 -20.98  -31.4%  -16.5%   32.5%    3.1B
---------------------------------------------------------------------
      E-commerce Enablers Ave.         -0.7%         
                     
Click Commerce gets a belated bump from Q3 earnings showing strong
revenue growth and a net loss of 4 cents per share. Medical e-commerce
marketplace software provider NeoForma soars on a 10-year agreement 
with Medbuy, Canada's largest national medical group purchasing
organization. Another software maker targeting the healthcare industry,
Xcar.net, strikes a development deal with transaction systems vendor
MedUnite. Art Technology Group plummets as the market punishes the
company for selling $9.6 million in accounts receivable at a discount
and not mentioning it in its recent Q3 report.
   
                                 SECURITY

                         11/8   7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap  

CYLK  Cylink              4.94   1.06   27.4%  -41.9%  -45.6%  152.3
NSSI  Network-1           3.75   0.63   20.0%  -34.0%  -61.0%   23.4
LTNX  Litronic            7.50   0.63    9.1%  -21.1%  -49.0%   74.1
ALDN  Aladdin Knowledge   7.00   0.50    7.7%  -36.9%  -55.6%   79.2
CHKP  Check Point       159.81   7.00    4.6%   -6.0%  221.9%   24.5B
ISSX  Internet Security  90.38   2.38    2.7%    8.4%   31.9%    3.8B
AXNT  AXENT              18.19   0.00    0.0%   -5.4%    7.2%  526.2
NETE  Netegrity          73.00  -0.25   -0.3%    0.8%   59.9%    2.2B
ENTU  Entrust            30.00  -0.31   -1.0%  -20.0%  -61.0%    1.9B
ITRU  InterTrust          9.88  -0.13   -1.3%  -62.6%  -88.7%  851.0
RSAS  RSA Security       52.25  -5.34   -9.3%   10.4%  -22.8%    2.1B
VLCT  ValiCert           14.06  -2.31  -14.1%  -19.3%    N/A   311.5
PILT  Pilot Network       2.69  -0.69  -20.4%  -45.6%  -72.2%   40.5
WGRD  WatchGuard         38.88 -11.13  -22.3%  -24.6%   29.3%  936.5
VONE  V-ONE               1.45  -0.42  -22.5%  -46.4%  -74.5%   32.1
--------------------------------------------------------------------
      Security Ave.                     -1.3%         
                     
No sooner had Cylink gained some altitude by announcing the reduction
of its workforce by 12%, it starts losing it after its CFO departs
to join a start-up. Shares were headed back down Thursday, closing
at $4.  V-ONE reports narrowing Q3 losses, but sharply declining 
revenue sinks shares. WatchGuard, one of the year's top-performing
Internet stocks, stumbles badly after Network Associates announces
plans to challenge WGRD with new anti-hacker products.

                             PERFORMANCE SOFTWARE

                         11/8   7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap  

SGNT  Sagent Tech.        3.69   1.38   59.5%  -70.9%  -90.7%  105.4
CTRA  Centra Software     7.69   1.75   29.5%  -28.9%    N/A   185.8
EPRS  Eprise              3.63   0.66   22.1%  -73.3%    N/A    91.2
AVSR  Avistar             4.41   0.72   19.5%  -16.5%    N/A   110.6
IMAN  iManage             4.00   0.47   13.3%  -61.3%  -86.9%   93.1
OBAS  Optibase           13.75   1.38   11.1%  -28.1%  -58.1%  146.3
BWEB  BackWeb            10.94   1.00   10.1%  -55.7%  -83.5%  410.7
RNWK  RealNetworks       23.06   1.94    9.2%  -48.4%  -60.8%    3.6B
VOCL  VocalTec            9.47   0.72    8.2%  -33.2%  -43.5%  114.7
RWAV  Rogue Wave          5.00   0.38    8.1%  -10.8%  -29.4%   54.5
VMDC  VantageMed Corp.    1.75   0.13    7.7%   -4.4%    N/A    15.1
TIBX  Tibco Software     63.56   3.56    5.9%   -2.0%   47.0%   12.4B
NESY  NEON

 Systems        7.00   0.31    4.7%  -39.5%  -79.0%   66.1
SWCM  Software.com      154.06   6.66    4.5%    2.2%   71.5%    7.5B
WEBT  WebTrends          33.94   1.44    4.4%  -33.3%  -31.5%  889.0
LBRT  Liberate Tech.     19.44   0.81    4.4%  -14.4%  -80.7%    2.0B
BLSW  Bluestone          21.63   0.88    4.2%  -19.5%  -85.2%  449.3
WBSN  Websense           18.81   0.69    3.8%    3.9%    N/A   367.3
OTEX  Open Text          24.88   0.75    3.1%  -20.5%   14.1%  503.2
PKSI  Primus Knowledge    8.63   0.19    2.2%  -73.9%  -87.4%  154.5
MNDO  Mind C.T.I.        11.63   0.25    2.2%  -27.3%    N/A   233.8
SABA  Saba Software      22.13   0.44    2.0%    7.0%    N/A   971.9
IWOV  Interwoven        109.88   0.63    0.6%    1.5%   91.5%    5.4B
TMNT  Telemate.Net        1.56   0.00    0.0%  -44.1%  -91.0%   12.3
DTEC  Delano Tech.       13.00  -0.06   -0.5%   11.4%    N/A   391.9
VIGN  Vignette           29.00  -0.31   -1.1%  -13.8%  -43.7%    6.7B
IPIX  Internet Pict.      2.13  -0.06   -2.9%  -74.4%  -86.0%  128.2
RHAT  Red Hat            14.88  -0.44   -2.9%  -35.7%  -86.1%    2.3B
EXTN  Extensity          11.88  -0.38   -3.1%  -32.8%    N/A   283.3
SMPL  SimPlayer.com       1.81  -0.06   -3.3%  -47.5%   24.4%   16.5
BLUE  Blue Martini       33.25  -1.25   -3.6%  -10.5%    N/A     2.3B
NTOP  Net2Phone          18.75  -0.75   -3.8%  -27.6%  -56.9%    1.0B
COBT  Cobalt Networks    49.69  -2.81   -5.4%   -3.7%  -44.7%    1.5B
NSPK  NetSpeak            7.06  -0.44   -5.8%  -42.9%  -66.4%  100.2
OTGS  OTG Software       28.75  -2.00   -6.5%   32.2%    N/A   740.8
ALLR  Allaire             7.41  -0.59   -7.4%  -31.3%  -89.6%  201.8
VCIX  Virtual Communities 0.38  -0.03   -7.7%  -49.9%  -85.3%    6.3
EVLV  Evolve Software    14.38  -1.44   -9.1%  -33.2%    N/A   525.5
VIAD  Viador              4.31  -0.44   -9.2%  -46.3%  -87.3%   76.8
LOUD  Loudeye             3.67  -0.39   -9.6%  -54.9%    N/A   135.9
SSSW  SilverStream       20.19  -2.69  -11.7%   -5.2%  -78.3%  413.5
EMBT  Embarcadero        52.75  -7.25  -12.1%   17.9%    N/A     1.4B
NTGX  net.Genesis Corp    3.50  -0.55  -13.5%   -3.8%    N/A    74.0
PASW  PASW                1.06  -0.19  -15.0%  -45.6%  -70.7%    4.8
SONE  S1 Corp.           10.25  -2.13  -17.2%  -39.7%  -87.0%  565.8
CWLD  CrossWorlds         9.63  -2.00  -17.2%  -30.7%    N/A   249.7
VSTY  Varsity Group       0.44  -0.09  -17.6%  -28.6%    N/A     6.9
PRSF  Portal Software    29.88  -6.47  -17.8%  -28.8%  -35.6%    4.9B
CLRN  Clarent            24.94  -5.63  -18.4%  -15.1%  -54.3%  831.2
MONE  MatrixOne          22.50  -5.81  -20.5%  -16.5%    N/A   958.5
SQSW  Sequoia Software    4.06  -1.19  -22.6%  -37.3%    N/A   124.8
FVCX  FVC.com             2.13  -0.63  -22.7%  -62.2%  -80.2%   36.7
WAVO  WAVO                0.38  -0.13  -25.0%  -31.8%  -86.8%   16.6
SVCW  ServiceWare         4.31  -1.59  -27.0%  -45.7%    N/A   101.5
---------------------------------------------------------------------
      Performance Software Ave.         -1.9%         

Sagent Technology grabs the No. 1 slot among all 'Net tickers this
week, thanks to a deal with Siemens in which the German technology
giant will use SGNT's customer data analysis software. Shares zoomed
up 47% on Monday alone, but are still down 91% for the year to date.
Web-based service and support software provider ServiceWare continues 
to fall since going public in late August. Shares are down 51% from 
Aug. 25 first-day close of $8.75.

                                INTERNET SERVICES 

                         11/8   7-Day   7-Day  1-Month   YTD  Market
      Company           $Close $Change %Change %Change         Cap
                    
INIT  Interliant         10.69   3.38   46.2%  -45.4%  -79.1%  511.2
CLAI  Claimsnet.com       3.44   0.94   37.5%  -43.3%  -76.9%   31.6
CLKS  click2learn.com    17.44   3.56   25.7%    1.5%   22.9%  294.0
IPRT  iPrint.com          1.78   0.31   21.3%  -36.0

%    N/A    53.4
WNET  WHEREVER.net        1.81   0.31   20.8%  -40.4%    N/A    44.8
ILND  Interland           5.50   0.75   15.8%  -26.3%    N/A   256.9
WEBX  WebEx              48.88   6.56   15.5%   29.2%    N/A     1.8B
CONV  Convergent          4.19   0.47   12.6%  -13.6%  -75.6%  123.9
ITXC  ITXC Corp.         11.50   1.19   11.5%  -34.4%  -66.0%  443.1
SKIL  SkillSoft          20.25   1.94   10.6%   -9.2%    N/A   268.3
EGRT  Egreetings          0.34   0.03   10.0%  -45.7%  -93.6%   12.2
DRTN  Data Return        13.00   0.97    8.1%  -35.6%  -70.1%  462.2
HHNT  HeadHunter.NET     10.56   0.69    7.0%   -8.2%  -51.8%  196.4
CAVN  Cavion              2.47   0.16    6.8%  -35.6%  -58.7%   12.3
LFMN  Lifeminders        13.44   0.75    5.9%  -63.1%  -82.0%  320.5
ECRU  E-Cruiter.com       2.94   0.16    5.6%  -24.6%  -56.1%   22.6
USIX  USinternetworking   3.41   0.16    4.8%  -50.0%  -90.7%  329.9
KANA  Kana Comm.         25.75   0.94    3.8%  -45.0%  -81.5%    2.4B
CTCH  CommTouch          12.50   0.44    3.6%  -26.7%  -69.2%  190.8
MDLI  MedicaLogic         3.56   0.09    2.7%  -31.9%  -84.8%  196.8
RCOM  Register.com        7.13   0.13    1.8%  -23.8%    N/A   227.9
ACRU  Accrue Software     4.69   0.03    0.7%  -48.7%  -83.0%  137.1
LIOX  Lionbridge          9.13   0.00    0.0%  -13.2%  -56.0%  249.2
VRSN  VeriSign          127.13  -0.19   -0.1%  -15.8%   -9.7%   24.7B
EXDS  Exodus             33.00  -0.88   -2.6%  -43.5%  -14.7%   13.8B
CRIO  Corio               4.66  -0.12   -2.6%  -57.8%    N/A   225.8
HLTH  WebMD              12.13  -0.38   -3.0%  -27.7%  -72.1%    2.7B
IBAS  iBasis              8.66  -0.34   -3.8%  -50.3%  -64.7%  295.1
WQNI  WorldQuest          3.13  -0.19   -5.7%   -1.7%    N/A    19.9
NAVI  NaviSite           11.38  -0.69   -5.7%  -75.2%  -79.0%  643.0
SVVS  Savvis              3.63  -0.25   -6.5%  -50.0%    N/A   337.0
EVOK  Evoke               4.38  -0.31   -6.7%  -37.5%    N/A   204.7
DIGX  Digex              38.19  -2.75   -6.7%  -15.6%  -24.5%    2.4B
CHRD  Chordiant           5.88  -0.47   -7.4%  -32.9%    N/A   216.3
SAPE  Sapient            31.88  -2.64   -7.7%  -14.5%  -42.9%    3.8B
HOTJ  HotJobs.com        14.50  -1.50   -9.4%  -24.6%  -67.6%  524.1
CPTH  Critical Path      44.50  -4.75   -9.6%  -34.1%  -45.4%    2.8B
KEYN  Keynote Systems    22.38  -2.80  -11.1%  -26.3%  -71.0%  619.3
CRFH  Crayfish Co.        1.81  -0.25  -12.1%  -70.3%    N/A    92.2
STMP  Stamps.com          3.03  -0.44  -12.6%  -50.0%  -92.2%  148.9
MRBA  Marimba             5.13  -0.81  -13.7%  -63.3%  -87.0%  120.1
BWAY  Breakaway Sol.      4.88  -0.81  -14.3%  -51.8%  -82.9%  219.5
EQIX  Equinix             8.06  -1.69  -17.3%  -30.6%    N/A   594.8
LPSN  LivePerson          2.00  -0.44  -17.9%  -68.1%    N/A    58.9
FUSN  Fusion Networks     0.56  -0.13  -18.2%  -21.0%    N/A    20.8
VCNT  Vicinity            8.06  -2.31  -22.3%  -14.4%    N/A   226.4
EGAN  eGain               4.75  -1.41  -22.8%  -34.3%  -80.4%  169.6
NTWO  N2H2                1.00  -0.38  -27.3%  -31.8%  -91.3%   22.5
NETZ  Netzee              1.97  -0.94  -32.3%  -16.2%  -74.6%   43.4
MAIL  Mail.com            2.38  -1.25  -34.5%  -32.4%  -77.0%  141.9
SRCH  US SEARCH.com       0.56  -0.31  -35.7%  -44.7%  -88.2%   10.3
----------------------------------------------------------------------
      Internet Services Ave.            -1.8%         

Application services provider Interliant climbs on third-quarter
report, even though its net loss widened to 88 cents per share from
37 cents per share in the year-ago quarter. Investors must have been
impressed by the near-quadrupling of revenue to $44.3 million.
Growing losses, shrinking revenue explain US SEARCH.com's residency
in the sector's basement. SRCH, truth be told, is close to flatlining.
Messaging services provider Mail.com tries throwing things overboard 
to generate investor support, announcing it would sell "non-core" 
asset

s such as Asia.com and India.com. Instead, shares continue
to fall.
 
                             ADVERTISING/MARKETING 

                         11/8   7-Day   7-Day  1-Month   YTD    Market
      Company           $Close $Change %Change %Change           Cap   

CBLT  Cobalt Group       4.00    0.67   20.2%  -38.6%  -68.8%     70.7
HPOL  Harris Interactive 4.50    0.75   20.0%  -18.9%  -68.8%    153.9
BFRE  Be Free            4.81    0.78   19.4%  -36.5%  -91.1%    313.8
VCLK  ValueClick         4.58    0.64   16.3%  -56.2%    N/A     128.2
APLN  @Plan.Inc          6.50    0.56    9.5%  -38.2%  -56.6%     73.5
LNTY  L90                6.00    0.19    3.2%  -22.9%    N/A     134.2
CSAV  coolsavings.com    1.38    0.03    2.3%  -37.8%    N/A      53.8
PRME  Prime Response     4.25    0.06    1.5%  -38.5%    N/A      87.9
DCLK  DoubleClick       18.75    0.25    1.4%  -74.8%  -91.2%      2.3B
APTM  Aptimus            2.00    0.00    0.0%  -22.9%  -95.8%     N/A
NTCR  NetCreations       7.91   -0.09   -1.2%  -57.3%  -89.6%    122.5
NCNT  Netcentives        7.06   -0.13   -1.7%   -3.3%  -85.8%    300.9
MYPT  MyPoints.com       2.06   -0.25  -10.8%  -71.1%  -96.8%     60.6
DIGI  Digital Impact     4.50   -0.63  -12.2%  -39.7%  -88.9%    111.6
AVEA  Avenue A           3.88   -0.61  -13.6%  -57.1%    N/A     225.0
MPLX  Mediaplex          1.75   -0.31  -15.2%  -54.5%  -95.0%     58.9
NTRT  NetRatings        14.50   -2.63  -15.3%    8.0%  -61.7%    471.0
TFSM  24/7 Media         4.64   -0.92  -16.6%  -56.1%  -90.4%    165.2
ENGA  Engage             3.47   -0.72  -17.2%  -53.7%  -85.7%    623.7
-----------------------------------------------------------------------
      Advertising/Marketing Ave.        -0.5%         
                     
The Cobalt Group continues its steady climb since releasing Q3 numbers
on Oct. 23. But CBLT remains much closer to its all-time low close 
of $2.43 (set two weeks ago) than the $24.13 high from early January.
Two earnings report disasters crowd the cellar. CMGI-owned Engage
Technologies blows its Q1 sales forecast, triggering the resignation
of CEO Paul Schaut. Meanwhile, 24/7 Media gets clobbered after missing
Q3 estimates, announcing layoffs and forecasting slower growth.
It's shakeout time in this sector.

                              CONSULTANTS/DESIGNERS

                        11/8   7-Day   7-Day  1-Month   YTD   Market
      Company          $Close  Change %Change %Change          Cap
                     
RAZF  Razorfish          5.75   1.06   22.7%  -61.6%  -89.1%  546.3
GENI  GenesisIntermedi  18.19   2.88   18.8%    0.4%  182.0%  117.5
INFT  Inforte Corp.     32.13   1.75    5.8%  -26.4%    N/A   403.8
VIAN  Viant              5.78   0.16    2.8%  -10.8%  -86.9%  277.2
MMPT  Modem Media        7.00   0.13    1.8%  -38.5%  -87.6%  171.6
CVGP  Convergent         7.88  -0.06   -0.8%   76.7%    N/A   341.9
PECS  PEC Solutions      6.75  -0.13   -1.8%   -6.8%    N/A   150.3
OGNC  Organic            3.09  -0.09   -2.9%  -38.7%    N/A   272.1
SCNT  Scient Corp.      17.38  -0.88   -4.8%  -40.1%  -79.9%    1.3B
LUMT  Luminant           1.78  -0.09   -5.0%  -66.7%  -95.7%   48.3
PXCM  Proxicom          12.50  -0.69   -5.2%  -51.0%  -80.8%  705.4
MSPR  Mainspring         6.81  -0.38   -5.2%  -41.9%    N/A   128.1
ACOM  AGENCY.COM        10.19  -0.81   -7.4%  -39.5%  -76.3%  362.7
PRFT  Perficient        11.75  -1.75  -13.0%    9.5%   11.0%   71.3
DTAS  Digitas           10.81  -1.69  -13.5%  -18.0%    N/A   622.1
LNTE  Lante Corp.        3.13  -0.50  -13.8%  -40.6%    N/A   123.5
IIXL  iXL Enterprises    2.00  -0.38  -15.8%  -49.4%  -95.1%  151.4
MRCH  marchFIRST         5.00  -1.19  -19.2%  -42.2%  -78.8%  751.1
IISX  Integrated Info.   2.31  -0.69  -22.9%  -49.0%    N/A    47.3
XPDR  Xpedior            1.00  -1.44  -59.0%  -57.8%  -92.7%   50.5
--------------------------------------------------------------------
      Consulta

nts/Designers Ave.       -6.9%         

Xpedior: Declining revenues, deep losses, management changes, lines
of credit...need I say more? Razorfish rises despite ratings cut
by Credit Suisse First Boston. GenesisIntermedia, the marketing
and mall kiosk company, escapes from its $15 per share lockbox 
and climbs nearly 19%. Large share purchase by CEO may have helped.      

                                 SPEED/BANDWIDTH 

                         11/8    7-Day   7-Day  1-Month   YTD   Market
      Company           $Close  $Change %Change %Change          Cap 

RAMP  Ramp Networks       3.44    1.25   57.1%  -62.0%  -86.6%   74.5
PKTR  Packeteer          35.63   12.13   51.6%  -56.8%  -67.8%  969.3
RDWR  Radware            28.88    6.31   28.0%  -20.1%  -39.9%  457.8
CFLO  CacheFlow         136.00   16.50   13.8%   -3.0%    3.3%    5.4B
FFIV  F5 Networks        36.50    3.56   10.8%  -30.9%  -73.7%  785.2
AVCI  Avici Systems      44.02    4.08   10.2%  -23.0%    N/A     2.1B
IBEM  iBEAM               6.44    0.44    7.3%  -29.1%    N/A   697.3
INAP  InterNAP           17.94    1.19    7.1%  -45.3%  -78.3%    2.6B
RSNT  Resonate           43.50    2.63    6.4%   24.0%    N/A     1.2B
SONS  Sonus Networks     40.50    1.63    4.2%  -29.1%    N/A     7.4B
AKAM  Akamai Technology  52.00    1.69    3.4%  -20.7%  -83.7%    5.5B
JNPR  Juniper Networks  188.19    4.81    2.6%    9.2%  340.2%   59.3B
ATHM  At Home            11.25    0.13    1.1%  -43.1%  -76.6%    4.5B
CSCO  Cisco Systems      52.13    0.00    0.0%  -12.0%   10.9%  367.1B
SCMR  Sycamore Network   60.00   -1.25   -2.0%  -25.9%  -16.2%   14.7B
HSAC  High Speed Access   2.94   -0.09   -3.1%  -46.5%  -85.3%  163.6
COVD  Covad Comm.         5.66   -0.31   -5.2%  -42.0%  -74.9%  875.8
INKT  Inktomi            63.00   -4.19   -6.2%  -34.3%   -0.9%    7.2B
WGAT  WorldGate          16.63   -1.13   -6.3%  -29.2%  -59.1%  360.2
TERN  Terayon            20.63   -2.06   -9.1%   -9.3%   42.1%    1.3B
TUTS  Tut Systems        30.56   -3.31   -9.8%  -35.8%    5.3%  477.4
NENG  Network Engines    26.00   -4.75  -15.4%  -17.3%    N/A   888.4
COSN  Cosine Comm.       25.81   -4.81  -15.7%    N/A     N/A     2.6B
CAIS  CAIS Internet       3.38   -0.94  -21.7%  -12.8%  -81.8%   78.0
BRCM  Broadcom          151.81  -63.53  -29.5%   -4.7%   79.2%   33.7B
----------------------------------------------------------------------
      Speed/Bandwidth Ave.               +3.2%         

Last year Ramp Networks delivered a Q3 earnings warning to disastrous
effect. This year RAMP delivered a Q3 earnings warning to disastrous
effect. That was a month ago, but it explains RAMP's sector-leading 
turn this week. It's called bouncing off a new bottom. Since 
announcing its first quarterly profit on Oct. 19, Packeteer has soared
78%. I'd say Juniper Networks is due for a big fall, but it had one
recently, when shares nosedived 32% from Oct. 16 to Oct. 30. But
they regained much of those losses, and JNPR remains the No. 1 Internet
stock this year with a 340% advance.

                             ISPs/ACCESS PROVIDERS

                        11/8   7-Day   7-Day  1-Month   YTD   Market
      Company          $Close $Change %Change %Change          Cap
                     
ELNK  EarthLink          8.00   1.69   26.7%   -37.0%  -83.4%  999.5
IAWK  Iasiaworks         8.94   1.25   16.3%   -28.1%    N/A   351.2
GIGM  GigaMedia          5.75   0.75   15.0%   -29.9%    N/A   280.8
VNWI  VIA NET.WORKS      7.97   0.97   13.8%   -30.6%    N/A   475.6
JWEB  Juno Online        3.06   0.28   10.1%   -48.3%  -91.2%  119.0
LOAX  Log On America     2.00   0.13    6.7%   -26.0%  -88.1%   17.6
PCNTF Pacific Internet   7.38   0.44    6.3%   -61.1%  -88.3%   93.2
DDDC  Deltathree.com     3.19   0.19    6.3%   -46.0%  -86.5%   91.9
IGLD  Internet Gold      3.00   0.13    4.3%   -46.9%  -84.4%   55.3
IIJI  Internet/Japan    28.00   0.19    0.7%   -21.0%  -65

.3%    1.3B
IZAP  ZapME!             2.09   0.00    0.0%     N/A   -75.5%   94.6
NPLI  Netpliance         1.63   0.00    0.0%   -48.7%    N/A    98.2
TLCT  Telocity Delawar   2.75  -0.06   -2.2%   -54.4%    N/A   233.4
KOREA Korea Thrunet      6.06  -0.19   -3.0%   -36.2%  -92.6%  436.3
DSLN  DSL.net            2.75  -0.09   -3.3%   -35.7%  -78.8%  181.2
RMII  RMI.Net            1.25  -0.06   -4.8%   -46.8%  -86.5%   27.4
PRGY  Prodigy            4.25  -0.31   -6.8%   -45.6%  -74.0%  296.9
QSCG  QS Comm.          11.00  -0.88   -7.4%   -30.4%    N/A   560.7
GEEK  Internet America   1.50  -0.13   -7.7%   -54.5%  -85.6%   14.6
IDTC  IDT               31.94  -3.06   -8.8%   -17.8%   80.2%    1.2B
AGCX  Asia Global        6.50  -0.63   -8.8%     N/A     N/A     3.5B
HANA  Hanaro Telecom     4.25  -0.44   -9.3%    11.0%    N/A     1.1B
FREE  Freeserve         22.00  -2.69  -10.9%   -35.9%  -70.1%    2.2B
NZRO  NetZero            1.63  -0.25  -13.3%   -45.5%  -92.4%  198.9
FSST  FASTNET            1.00  -0.25  -20.0%   -16.0%    N/A    15.0
PNVN  PNV                0.38  -0.09  -20.0%   -44.4%  -91.7%    6.0
ISLD  Digital Island    11.31  -3.19  -22.0%   -46.2%  -84.9%  788.3
ATHY  AppliedTheory      4.13  -1.25  -23.3%   -36.8%  -82.3%  102.4
ZIPL  Ziplink            0.78  -1.02  -56.5%   -42.4%  -79.3%   10.1
PSIX  PSINet             2.13  -4.61  -68.4%   -42.2%  -79.5%  403.9
--------------------------------------------------------------------
      ISP/Access Provider Ave.         -6.3%         

Earthlink reports wider Q3 losses, but manages to beat estimates,
thus getting a boost from investors. However, ELNK warned that
revenue growth from its dial-up business will slow. This week's 
biggest loser is PSINet, which posted mediocre quarterly results 
and may have to sell assets to raise much-needed cash and attempt
to pay debt. The shareholder lawsuits have begun. Ziplink can't pay
its debt to WorldCom and is looking or a buyer.

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

For more of Chris Nerney's Internet stock analysis, check out his
Internet StockTracker on The Internet Stock Report at:
http://www.internetstockreport.com/tracker/ 

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