Investor Worries Create More ‘Net Ticker Woes

The damage varies depending on the sector, but details don’t much matter
during a freefall. The bottom line is that Internet stocks once again
can’t find a bottom, with all 13 sectors posting losses this week, though
some weren’t egregious.

However, it’s actually worse than it looks (if you can believe that), since
many of the big gainers this week are from the ranks of the Living Dead,
those stocks that HAVE hit bottom, usually somewhere south of $2 per share.

Make no mistake, a little bouncing around in the basement can really skew
the numbers. Example No. 1: This week’s top percentage gainer, soaring
51.6%, is online lender Mortgage.com, which a month ago announced it would
wind down its lending operations and lay off 84% of its staff. Shares are
down 99.2% this year, and MDCM’s Internet-leading gain this week results
from the stock rising to nearly 5 cents from 3 cents. Not exactly a feel-good
comeback story.

Then there’s data management software provider PASW, the runner-up this week
with a 41.2% gain. Even with that big jump, shares are only at 75 cents,
leaving the stock down 86.8% for the year.

Stepping back a bit, the mini-rally that began in late October and gave
investors visions of a belated fall run-up is now ancient history, as only
21 ‘Net tickers, or about 5%, have posted gains in the past month.

When will things turn around? Not anytime soon, I fear, given the growing
list of factors – contested election results, earnings warnings, fears about
interest-rate hikes, heavy margin calls and, perhaps most significantly,
concerns about a slowing economy – exerting tremendous downward pressure on
the market.

Maybe if the Fed later this month changes its stand on interest rates, or
even lowers them, that will help. Until there is a clear bottom, investors
should focus on some of the profitable big players that have taken hits this
fall. Companies such as America Online and eBay are at or near 52-week lows,
while Inktomi is at its cheapest price in nearly two years. There are many
other companies that stand to survive the shakeout and prosper. The real
money over the long-term comes from betting on the winners, not hoping for
miracles.

PERSONAL NOTE: This will be the final edition of Internet StockTracker.
Beginning Monday I will be writing
The Morning Report
.

*Market Cap figure is in millions unless otherwise noted.

  
PERFORMANCE BY SECTOR
                          Ave. 7-Day
                           % Change

Financial Services           -1.9%
Advertising/Marketing        -3.7% 
Search/Portals               -5.1%
Performance Software         -7.1% 
E-tailers                    -8.1%
Consultants/Designers        -8.9%
Content/Communities          -9.6%
Internet Services            -9.6%
Speed/Bandwidth              -9.7%
E-commerce Enablers         -10.1%
Security                    -10.7%
ISPs/Access Providers       -12.9%  
Wireless                    -13.8%
 
TOP 10 GAINERS              7-Day % Gain     Category

MDCM    Mortgage.com            50.1%        Financial Services
PASW    PASW                    41.2%        Performance Software
RAMP    Ramp Networks           36.7%        Speed/Bandwidth
CSAV    coolsavings.com         34.4%        Advertising/Marketing
VCLK    ValueClick              32.2%        Advertising/Marketing
VCNT    Vicinity                27.8%        Internet Services
CFLO    CacheFlow               23.0%        Speed/Bandwidth
PPRO    PurchasePro.com         22.7%        E-Commerce Enablers
SFTY    eSAFETYWORLD            22.2%        E-tailers
SPLN    SportsLine.com          22.2%        Content/Communities

TOP 10 LOSERS               7-Day % Loss     Category
 
VCIX    Virtual Communities    -75.0%        Performance Software
RSNT    Resonate               -60.5%        Speed/Ban

dwidth
ATHY    AppliedTheory          -60.4%        ISPs/Access Providers
TUTS    Tut Systems            -51.8%        Speed/Bandwidth
PNVN    PNV                    -50.0%        ISPs/Access Providers
HGAT    HealthGate Data        -45.5%        Content/Communities
BYND    Beyond.com             -41.2%        E-tailers
HCOM    HomeCom                -40.0%        E-Commerce Enablers
VLCT    ValiCert               -39.8%        Security
BGST    BigStar Entertainment  -37.5%        E-tailers
 
********************************************************************

                             WIRELESS PRODUCTS/SERVICES

                       11/29  7-Day   7-Day  1-Month   YTD   Market
      Company         $Close $Change %Change %Change          Cap
                     
SVNX  724 Solutions    17.88   1.63   10.0%  -38.0%    N/A   671.3
AVGO  AvantGo           5.75   0.00    0.0%    N/A     N/A   191.8
INSP  InfoSpace        12.38  -0.25   -2.0%  -50.1%  -62.1%    3.6B
OPWV  Openwave Systems 50.00  -2.31   -4.4%    N/A     N/A     8.3B
PUMA  Puma Technology   7.19  -0.38   -5.0%  -32.3%  -76.7%  304.1
HAND  Handspring       50.88  -3.13   -5.8%   69.3%    N/A     6.4B
PRTH  Parthus Tech.    24.00  -1.88   -7.2%   -8.7%    N/A     1.2B
ULCM  Ulticom          30.27  -5.36  -15.0%  -18.1%    N/A     1.1B
PALM  Palm             34.50  -6.25  -15.3%    6.6%    N/A    19.5B
AETH  Aether Systems   54.25 -11.63  -17.6%  -38.0%   24.6%    2.1B
WFII  Wireless Facil.  35.00  -7.69  -18.0%  -24.7%   35.1%    1.5B
OMNY  OmniSky           8.16  -1.91  -18.9%    N/A     N/A   531.4
IIIM  i3 Mobile         3.88  -0.91  -19.0%  -21.2%    N/A    88.4
RIMM  Research/Motion  58.25 -13.69  -19.0%   46.5%  171.0%    4.2B
IWAV  interWAVE         2.91  -0.72  -19.8%  -49.0%    N/A   140.8
VYYO  Vyyo             11.13  -3.13  -21.9%  -27.3%    N/A   417.6
GOAM  GoAmerica         5.34  -1.66  -23.7%    6.7%    N/A   274.6
GWRX  Geoworks          2.25  -0.75  -25.0%  -52.7%  -68.3%   48.7
MCOM  Metricom          7.06  -3.56  -33.5%  -45.5%  -75.8%  216.9
-------------------------------------------------------------------
      Wireless Ave.                  -13.8%         

Wireless online banking software provider 724 Solutions buys mobile 
transaction software maker TANTAU Software for $375 million. Access
provider Metricom falls below $10 for the first time since June '99.
After dropping another $1.50 on Thursday, wireless content provider
InfoSpace is close behind.  

                                SEARCH/PORTALS

                       11/29   7-Day   7-Day  1-Month   YTD    Market
      Company         $Close  $Change %Change %Change           Cap
                     
GOTO  GoTo.com         12.38    1.48   13.6%   -52.3%  -84.0%  645.9
AOL   America Online   43.36    2.28    5.6%   -22.1%  -37.0%  100.8B
AOLA  AOL/Latin Am.     5.34    0.22    4.3%   -39.3%    N/A     1.4B
YHOO  Yahoo!           39.06    0.88    2.3%   -54.7%  -75.4%   21.5B
DIG   Disney-Internet   5.06    0.06    1.3%   -50.2%  -67.6%  788.7
CHINA Chinadotcom       7.00    0.00    0.0%   -63.0%  -81.1%  611.6
SOHU  Sohu.com          2.25   -0.19   -7.7%   -44.0%    N/A    70.3
ASKJ  Ask Jeeves       10.19   -1.00   -8.9%   -51.7%  -88.6%  363.4
STRM  StarMedia         4.19   -0.53  -11.3%   -42.3%  -85.4%  275.6
SINA  SINA.com          4.88   -0.63  -11.4%   -71.0%    N/A   199.6
NTES  Netease.com       3.75   -0.63  -14.3%   -46.4%    N/A   112.9
BOUT  About.com        18.06   -4.06  -18.4%   -50.9%  -77.6%  326.1
LOOK  LookSmart         4.44   -1.19  -21.1%   -55.2%  -75.1%  397.7
--------------------------------------------------------------------
      Search/Portals Ave.              -5.1%         

After hitting an all-time low closing price of $10.89 on Thanksgiving
Eve, GoTo.com rebounds as high as $13.81 on Monday, but has since
drifted down to $11.38. New lows lay ahead - but the same could be
said fo

r dozens, even hundreds of 'Net stocks. America Online was
trading below $40 for a time on Thursday. AOL shares face all the
same pressures as other Internet stocks, plus the ongoing battle
with federal regulators over its planned merger with Time Warner.

                               CONTENT/COMMUNITIES 

                         11/29   7-Day   7-Day  1-Month   YTD   Market
      Company           $Close  $Change %Change %Change          Cap  

SPLN  SportsLine.com      8.44    1.53   22.2%  -48.6%  -82.2%  222.9
QKKA  Quokka Sports       1.75    0.22   14.3%  -36.8%  -72.0%   81.1
CNET  CNET Networks      22.25    2.25   11.3%  -28.6%  -62.3%    1.9B
HSTM  HealthStream        1.25    0.13   11.1%   -5.6%    N/A    25.0
HOOV  Hoover's            2.75    0.25   10.0%  -27.3%  -44.0%   38.0
TCTY  Talk City           0.38    0.03    9.1%  -46.0%  -96.5%    9.4
MKTW  MarketWatch.com     4.63    0.38    8.8%  -64.2%  -88.4%   76.0
SCRM  ScreamingMedia      3.38    0.19    5.9%  -39.2%    N/A   126.3
MPPP  MP3.com             6.00    0.00    0.0%  -45.7%  -90.6%  409.1
WOMN  Women.com           0.44    0.00    0.0%  -37.5%  -85.7%   20.5
KOOP  drkoop.com          0.69    0.00    0.0%  -28.9%  -90.8%   24.0
NBCI  NBC Internet        4.75   -0.06   -1.3%  -31.9%  -93.2%  297.0
STAD  Student Advantage   3.69   -0.06   -1.7%  -42.9%  -80.4%  133.2
MLTX  Multex.com          9.16   -0.19   -2.0%  -38.1%  -62.9%  278.3
HOMS  Homestore.com      25.13   -0.56   -2.2%  -30.6%  -49.0%    2.1B
ONES  OneSource          10.50   -0.25   -2.3%  -18.4%  -17.0%  122.7
EDGR  EDGAR Online        2.38   -0.06   -2.6%  -28.8%  -52.0%   29.6
ARTD  Artistdirect        0.59   -0.03   -5.0%  -61.9%    N/A    21.9
LOIS  Loislaw.com         1.00   -0.06   -5.9%  -70.1%  -93.4%   21.0
TSCM  TheStreet.com       2.50   -0.16   -5.9%  -39.8%  -79.1%   67.0
SWBD  Switchboard         4.25   -0.50  -10.5%  -17.4%    N/A   104.8
VDAT  Visual Data         2.06   -0.28  -12.0%  -41.2%  -76.3%   17.3
TGLO  theglobe.com        0.38   -0.06  -14.3%  -56.4%  -93.1%   11.6
EWBX  EarthWeb           13.00   -2.50  -16.1%   -8.3%  -79.2%  135.3
KNOT  Knot                0.94   -0.19  -16.7%   -2.3%  -65.3%   13.7
INFO  Infonautics         0.72   -0.16  -17.9%  -41.3%  -73.8%    8.8
SALN  Salon.com           1.00   -0.25  -20.0%  -46.7%  -78.2%   13.9
IVIL  iVillage            1.25   -0.31  -20.0%  -72.1%  -91.9%   37.1
PASA  quepasa.com         0.13   -0.03  -20.0%  -57.1%  -96.0%    2.3
VERT  VerticalNet         9.50   -2.50  -20.8%  -45.0%  -70.8%  817.9
DTHK  DigitalThink       11.75   -3.31  -22.0%   15.0%    N/A   401.2
HCEN  HealthCentral.com   0.44   -0.13  -22.2%  -52.2%  -80.0%   19.8
IASIA Asiacontent.com     1.13   -0.38  -25.0%  -59.6%    N/A    38.6
LAUN  Launch Media        2.81   -1.06  -27.4%  -36.0%  -74.5%   38.1
NETR  NetRadio            0.44   -0.19  -30.0%  -44.0%  -88.5%    4.4
SNOW  Snowball.com        0.69   -0.31  -31.3%  -54.4%    N/A    25.8
IMPV  ImproveNet          0.42   -0.20  -32.5%  -51.5%    N/A     7.1
INTM  internet.com        7.38   -3.75  -33.7%  -35.5%  -61.7%  185.1
HGAT  HealthGate Data     0.38   -0.31  -45.5%  -25.6%    N/A     6.7
---------------------------------------------------------------------
      Content/Comm. Ave.                 -9.6%         

SportsLine.com, the CBS-owned sports news and information Web site,
is one of the oldest 'Net stocks on the board, going public in 
November 1997. For the first time since those early days, SPLN is
trading below $10. The ever-idiotic Drudge Report acts as if Salon.com
is the only Internet company going down the tubes because shares are
nearly below $1. Hey Drudge, take a look at the rest of this sector.
   
                                   E-TAILERS 

                         11/29   7-Day   7-Day  1-Month   YTD   Market
      Company           $Close  $Change %Change %Change          Cap  
                      
S

FTY  eSAFETYWORLD        1.38    0.25   22.2%  -18.2%    N/A     4.1
TIXX  Tickets.com         0.53    0.09   21.4%    N/A   -90.3%   31.4
BUYX  BUY.COM             1.16    0.16   15.6%  -46.0%    N/A   151.7
EBAY  eBay               37.13    4.25   12.9%  -19.7%   -8.3%   10.0B
ETYS  eToys               1.38    0.16   12.8%  -38.6%  -85.0%  167.8
PCLN  priceline.com       2.56    0.28   12.3%  -79.5%  -88.2%  427.0
EBKR  Ebookers.com        4.00    0.38   10.3%  -17.8%  -68.2%   68.1
AMZN  Amazon.com         26.94    1.75    6.9%  -46.2%  -68.6%    9.6B
TMCS  Ticketmaster       11.03    0.66    6.3%  -46.5%  -68.5%  975.0
BNBN  barnesandnoble.com  2.66    0.09    3.7%  -40.0%  -72.7%  388.2
ROOM  Hotel Network      26.63    0.88    3.4%  -29.5%    N/A     1.5B
LMIN  Lastminute.com      5.06    0.03    0.6%  -13.1%    N/A   152.2
EXPE  Expedia            13.44   -0.13   -0.9%  -33.2%  -66.8%  647.9
PPOD  Peapod              2.16   -0.03   -1.4%  -44.4%  -88.2%   38.7
ASFD  Ashford.com         1.50   -0.09   -5.9%  -27.0%  -77.4%   67.9
FASH  Fashionmall.com     1.47   -0.09   -6.0%  -14.1%  -48.6%   11.0
SQST  SciQuest.com        2.16   -0.16   -6.8%  -61.2%  -95.6%   62.5
AMEN  Crosswalk.com       1.00   -0.09   -8.6%  -23.1%  -73.5%    7.8
INSW  InsWeb              1.63   -0.16   -8.8%   -1.7%  -92.3%   57.2
ESTM  E-Stamp             0.31   -0.03   -9.1%  -52.4%  -96.9%   12.5
ALOY  Alloy Online        7.00   -0.75   -9.7%   -9.8%  -50.1%  146.3
EFTD  FTD.COM             2.13   -0.25  -10.5%  -25.8%  -68.3%  103.4
SKDS  SmarterKids.com     1.38   -0.19  -12.0%   -3.5%  -73.7%   28.3
CTIX  Cheap Tickets       7.94   -1.25  -13.6%  -27.3%  -36.4%  192.4
EGGS  Egghead.com         1.19   -0.19  -13.6%  -32.2%  -87.6%   50.3
BFLY  Bluefly             1.28   -0.22  -14.6%  -21.4%  -71.0%    6.3
PLRX  PlanetRx.com        0.16   -0.03  -16.6%  -34.4%  -97.5%    8.1
WBVN  Webvan Group        0.81   -0.19  -18.8%  -53.8%  -89.9%  281.7
COOL  Cyberian Outpost    1.27   -0.30  -19.0%  -30.0%  -66.5%   40.1
IPET  Pets.com            0.25   -0.06  -20.0%  -46.9%    N/A     7.3
DSCM  Drugstore.com       1.84   -0.48  -20.8%  -44.0%  -92.1%   97.9
ADBL  Audible             0.47   -0.12  -21.0%  -43.9%  -92.7%   12.9
GDEN  Garden.com          0.09   -0.03  -25.0%  -75.0%  -95.3%    1.7
VSHP  VitaminShoppe.com   0.28   -0.09  -25.0%  -41.2%  -92.5%    5.7
AHWY  audiohighway.com    0.19   -0.06  -25.0%  -41.9%  -92.8%    1.2
EMUS  EMusic.com          0.69   -0.31  -31.3%  -58.6%  -92.0%   29.6
VSTY  Varsity Group       0.22   -0.12  -36.3%  -28.6%    N/A     3.4
BGST  BigStar Entertain   0.16   -0.09  -37.5%  -59.2%  -96.1%    1.6
BYND  Beyond.com          0.31   -0.22  -41.2%  -20.6%  -88.2%   11.9
---------------------------------------------------------------------
      E-tailers Ave.                     -8.1%         
                     
Alright, so here's the plan. We try to survive until the fourth 
quarter. Then, with the excitement generated by the holiday shopping 
season, our shares will soar. With a higher market cap, we can raise
more cash for marketing and branding. Take a note: Let's get that dog 
Sock Puppet. He's not doing anything now. Once we can rebuild our buzz,
we'll totally own mindshare in our space. Plus, with the extra money, 
we can attract future customers by once again selling our products 
below cost. This could be the beginning of our great comeba-- hey, who 
turned out the lights? 
  
                               FINANCIAL SERVICES 

                           11/29  7-Day   7-Day  1-Month   YTD   Market
      Company             $Close $Change %Change %Change          Cap

MDCM  Mortgage.com          0.05   0.02   50.1%  -39.5%  -86.5%    2.1
CMGI  CMGI                 10.88   0.81    8.1%  -59.0%  -87.9%    3.2B
ICGE  Internet Capital      6.50   0.44    7.2%  -60.7%  -93.4%    1.8B
DIR   DLJdirect             4.00   0.25    6.7%  -33.3%  -62.9%  

410.6
NTBK  [email protected]              6.81   0.38    5.8%  -32.4%  -48.5%  202.1
NXCD  NextCard              7.94   0.19    2.4%  -11.8%  -70.1%  421.1
ECMV  E Com Ventures        0.97  -0.03   -3.1%  -13.9%  -68.7%    9.6
TREE  LendingTree           2.84  -0.19   -6.2%  -48.3%    N/A    51.3
EGRP  E*TRADE               9.47  -0.66   -6.5%  -35.7%  -49.7%    2.8B
WITC  Wit Soundview         5.38  -0.38   -6.5%  -42.3%  -65.6%  486.6
WEBS  Web Street            1.03  -0.09   -8.3%  -38.1%  -85.7%   26.6
AMTD  Ameritrade            8.50  -1.06  -11.1%  -31.4%  -34.8%    1.5B
LINE  onlinetradinginc.     2.94  -0.38  -11.3%  -43.0%  -72.2%   33.7
DVIN  divine Interventures  1.31  -0.38  -22.2%  -49.5%    N/A   180.4
EELN  E-Loan                1.19  -0.59  -33.3%   -3.6%  -77.8%   62.8
----------------------------------------------------------------------
      Financial Services Ave.             -1.9%         
                     
We've already covered the amazing exploits of Mortgage.com at the top
of this newsletter. Then there's rival E-Loan, which announced on 
Nov. 15 it would offer "no lending fee" mortgage loans. Yes, I know
what that means, and so does the market, which has since pushed EELN
shares down more than 50%. 

                               E-COMMERCE ENABLERS
              
                         11/29  7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap 

PPRO  PurchasePro.com    14.88   2.75   22.7%   30.4%  -36.3%  957.9
TANN  Tanning Technology  4.88   0.88   21.9%  -57.7%  -88.2%  102.6
BRNC  Braun Consulting    5.88   0.88   17.5%  -27.2%  -79.6%  118.2
INTW  InterWorld          1.38   0.13   10.0%  -80.8%  -96.8%   40.1
NETP  Net Perceptions     3.03   0.25    9.0%  -63.9%  -88.2%   81.0
SNHK  Sunhawk.com        10.25   0.63    6.5%  -31.3%    N/A    30.8
PRTS  PartsBase.com       2.75   0.13    4.8%   -2.2%    N/A    38.7
ARTG  Art Technology     33.94   1.50    4.6%  -16.5%   32.5%    2.3B
DDDC  Deltathree.com      1.88   0.06    3.4%  -46.0%  -86.5%   54.0
DGIN  Digital Insight    16.00   0.38    2.4%  -14.5%  -25.9%  462.3
CYSV  Cysive              6.63   0.06    1.0%   -3.6%  -79.8%  185.4
PCOR  pcOrder.com         6.25   0.00    0.0%  -36.2%  -93.2%  105.5
CKCM  Click Commerce     26.75  -0.06   -0.2%    0.8%    N/A     1.0B
QUOT  Quotesmith.com      0.84  -0.03   -3.6%  -12.5%  -83.3%   16.2
NEOF  Neoforma.com        1.69  -0.06   -3.6%  -50.3%    N/A   214.1
CMRC  Commerce One       31.00  -1.31   -4.1%   -6.2%  -28.3%    5.9B
EPNY  E.piphany          39.00  -2.06   -5.0%  -16.0%  -66.3%    1.8B
CYCH  CyberCash           1.66  -0.09   -5.4%  -52.5%  -75.7%   42.8
ELCO  Elcom Int.          2.00  -0.13   -5.9%  -24.7%  -87.5%   61.4
AWEB  Autoweb.com         0.41  -0.03   -7.1%  -38.2%  -89.4%   12.0
FIRE  FirePond            7.39  -0.61   -7.6%  -48.0%    N/A   262.8
BTBC  b2bstores.com       1.50  -0.13   -7.7%  -16.7%    N/A    12.9
RETK  Retek              23.31  -2.31   -9.0%   -4.8%  -39.4%    1.1B
PRSW  Persistence         7.13  -0.75   -9.5%  -39.3%  -56.2%  139.3
CLIC  Calico Commerce     1.63  -0.19  -10.3%  -52.5%  -94.0%   57.0
GSPT  Global Sports       8.84  -1.09  -11.0%  -17.2%  -39.9%  191.9
NVDC  Navidec             2.38  -0.31  -11.6%  -14.5%  -46.7%   26.2
BVSN  BroadVision        24.31  -3.31  -12.0%  -19.2%  -50.0%    6.5B
FAIM  FairMarket          1.25  -0.19  -13.0%  -42.9%    N/A    35.4
WEBM  webMethods         66.78 -10.09  -13.1%  -31.4%    N/A     3.1B
PFSW  PFSweb              0.81  -0.13  -13.3%  -44.2%  -95.6%   14.5
CYBS  CyberSource         3.44  -0.53  -13.4%  -37.8%  -84.9%  119.6
LQID  Liquid Audio        4.31  -0.69  -13.8%  -36.3%  -83.2%   96.5
CORI  Corillian          10.94  -1.75  -13.8%   12.3%    N/A   349.2
ONVI  Onvia.com           1.56  -0.25  -13.8%  -52.9%    N/A   126.2
ARBA  Ariba              57.88 -10.25  -15.0%  -18.1%   55.9%   13.9B


ITWO  i2 Technologies    90.44 -16.19  -15.2%   -1.2%  101.0%   17.9B
ITRA  Intraware           3.38  -0.63  -15.6%  -45.6%  -93.1%   88.5
DRIV  Digital River       3.84  -0.72  -15.8%  -41.4%  -88.2%   84.2
OMKT  Open Market         1.66  -0.31  -15.9%  -63.4%  -93.6%   77.2
PRVW  Preview Systems     3.13  -0.63  -16.7%  -57.2%  -93.5%   53.5
SLTC  Selectica          21.13  -4.25  -16.7%  -20.3%    N/A   759.1
ABTL  Autobytel.com       2.88  -0.63  -17.9%   32.4%  -57.0%   58.4
AGIL  Agile Software     39.56  -8.94  -18.4%  -18.9%  -35.8%    1.8B
BBSW  Broadbase Software  5.94  -1.44  -19.5%  -34.5%  -78.2%  282.1
ROWE  Rowecom             1.16  -0.28  -19.6%  -46.2%  -93.7%   14.3
XCAR  XCare.net           7.00  -1.75  -20.0%  -18.4%    N/A   113.8
EPAY  Bottomline         20.31  -5.50  -21.3%   -1.8%    4.7%  261.2
ORCC  Online Resources    2.88  -0.78  -21.4%    4.7%  -73.0%   33.3
QSFT  Quest Software     28.81  -9.00  -23.8%    7.2%   14.6%    2.5B
IMNY  I-Many             14.00  -4.44  -24.1%   23.3%    N/A   447.6
ZNGN  Zengine             8.13  -3.00  -27.0%    N/A     N/A   133.8
USIT  U.S. Interactive    0.41  -0.16  -27.8%  -71.9%  -97.2%   10.5
IMPV  ImproveNet          0.42  -0.20  -32.5%  -51.5%    N/A     7.1
OPUS  Opus360             0.59  -0.34  -36.7%  -49.0%    N/A    29.8
HCOM  HomeCom             0.09  -0.06  -40.0%  -40.0%  -87.2%    0.8
---------------------------------------------------------------------
      E-commerce Enablers Ave.         -10.1%         
                     
E-marketplace operator PurchasePro.com rides a one-day spike to the
top of the sector, edging out e-commerce integration software and
services provider Tanning Technology, which is coming off an all-time
low close of $4 per share on Nov. 22. Homecom, a provider of Web
services and software for the financial services industry, announces
it will cut 28% of its workforce and "explore strategic options" 
(pray for a buyer). 
   
                                   SECURITY

                             11/29   7-Day   7-Day   1-Month   YTD   Market
       Company              $Close  $Change %Change  %Change          Cap  

ALDN   Aladdin Knowledge      4.88    0.38    8.3%   -36.9%  -55.6%   55.2
LTNX   Litronic               4.63    0.13    2.8%   -21.1%  -49.0%   45.7
VONE   V-ONE                  1.25    0.00    0.0%   -46.4%  -74.5%   27.6
CHKP   Check Point Software 103.00   -1.44   -1.4%    -6.0%  107.2%   15.8B
WGRD   WatchGuard            25.75   -0.63   -2.4%   -24.6%   29.3%  620.3
AXNT   AXENT Technologies    16.88   -0.81   -4.6%    -5.4%    7.2%  488.3
RSAS   RSA Security          40.50   -2.94   -6.8%    10.4%  -22.8%    1.7B
NSSI   Network-1 Security     3.00   -0.25   -7.7%   -34.0%  -61.0%   18.8
CYLK   Cylink                 3.31   -0.31   -8.6%   -41.9%  -45.6%  102.1
ISSX   Internet Security     72.13   -8.38  -10.4%     8.4%   31.9%    3.0B
ENTU   Entrust Technologies  16.25   -3.19  -16.4%   -20.0%  -61.0%    1.0B
PILT   Pilot Network          1.50   -0.38  -20.0%   -45.6%  -72.2%   22.6
NETE   Netegrity             40.00  -10.81  -21.3%     0.8%   59.9%    1.2B
ITRU   InterTrust             5.38   -2.56  -32.3%   -62.6%  -88.7%  463.2
VLCT   ValiCert               6.63   -4.38  -39.8%   -19.3%    N/A   146.7
--------------------------------------------------------------------------
       Security Ave.                        -10.7%         
                     
It didn't do much this week, but the Security sector continues to have the
highest percentage of gainers among all 'Net groups, with five tickers 
above water for the year. ValiCert is down 44% from its July 28 opening-day
close, and 74% from its high close of $25.25 set on Sept. 21.

                             PERFORMANCE SOFTWARE

                         11/29  7-Day   7-Day  1-Month    YTD    Market
      Company           $Close $Change %Change %Change            Cap  

PASW  PA

SW                0.75   0.22   41.2%   -45.6%  -70.7%     3.4
FVCX  FVC.com             1.75   0.28   19.1%   -62.2%  -80.2%    30.2
SVCW  ServiceWare         3.50   0.50   16.7%   -45.7%    N/A     82.4
NTOP  Net2Phone          13.63   1.50   12.4%   -27.6%  -56.9%   755.5
PKSI  Primus Knowledge    7.00   0.50    7.7%   -73.9%  -87.4%   125.4
WEBT  WebTrends          27.38   1.81    7.1%   -33.3%  -31.5%   717.1
OTGS  OTG Software       18.13   1.13    6.6%    32.2%    N/A    467.0
BWEB  BackWeb             7.66   0.34    4.7%   -55.7%  -83.5%   287.5
IMAN  iManage             3.25   0.13    4.0%   -61.3%  -86.9%    75.6
RNWK  RealNetworks       13.94   0.38    2.8%   -48.4%  -60.8%     2.2B
BLSW  Bluestone          16.50   0.44    2.7%   -19.5%  -85.2%   342.8
SGNT  Sagent Technology   2.88   0.06    2.2%   -70.9%  -90.7%    82.1
SSSW  SilverStream       18.38   0.31    1.7%    -5.2%  -78.3%   376.4
NESY  NEON Systems        6.13   0.00    0.0%   -39.5%  -79.0%    57.8
TMNT  Telemate.Net        1.13   0.00    0.0%   -44.1%  -91.0%     8.9
MONE  MatrixOne          11.88  -0.06   -0.5%   -16.5%    N/A    505.9
COBT  Cobalt Networks    39.69  -0.25   -0.6%    -3.7%  -44.7%     1.2B
NSPK  NetSpeak            5.50  -0.06   -1.1%   -42.9%  -66.4%    78.0
CLRN  Clarent            13.69  -0.19   -1.4%   -15.1%  -54.3%   456.2
AVSR  Avistar             5.63  -0.13   -2.2%   -16.5%    N/A    141.2
ALLR  Allaire             5.50  -0.16   -2.8%   -31.3%  -89.6%   149.9
NTGX  net.Genesis         3.13  -0.09   -2.9%    -3.8%    N/A     66.1
RHAT  Red Hat             6.53  -0.25   -3.7%   -35.7%  -86.1%     1.0B
PRSF  Portal Software     6.50  -0.25   -3.7%   -28.8%  -35.6%     1.1B
VOCL  VocalTec            5.50  -0.31   -5.4%   -33.2%  -43.5%    66.6
VIGN  Vignette           16.94  -1.00   -5.6%   -13.8%  -43.7%     3.9B
IPIX  Internet Pictures   2.00  -0.13   -5.9%   -74.4%  -86.0%   120.7
DTEC  Delano Technology   9.75  -0.75   -7.1%    11.4%    N/A    293.9
MNDO  Mind C.T.I.         8.00  -0.63   -7.2%   -27.3%    N/A    160.9
TIBX  Tibco Software     40.88  -3.25   -7.4%    -2.0%   47.0%     7.9B
OBAS  Optibase           10.94  -0.88   -7.4%   -28.1%  -58.1%   116.3
SABA  Saba Software      16.75  -1.38   -7.6%     7.0%    N/A    735.8
VMDC  VantageMed          1.44  -0.13   -8.0%    -4.4%    N/A     12.4
SONE  S1 Corp.            5.97  -0.59   -9.0%   -39.7%  -87.0%   329.5
BLUE  Blue Martini       17.13  -1.88   -9.9%   -10.5%    N/A      1.2B
RWAV  Rogue Wave          4.13  -0.50  -10.8%   -10.8%  -29.4%    44.9
EXTN  Extensity           8.94  -1.19  -11.7%   -32.8%    N/A    213.2
EPRS  Eprise              3.50  -0.50  -12.5%   -73.3%    N/A     88.0
WBSN  Websense           13.00  -2.00  -13.3%     3.9%    N/A    253.8
LBRT  Liberate Tech.     11.00  -1.75  -13.7%   -14.4%  -80.7%     1.1B
SMPL  SimPlayer.com       1.13  -0.19  -14.3%   -47.5%   24.4%    10.2
WAVO  WAVO                0.25  -0.05  -15.8%   -31.8%  -86.8%    11.1
CTRA  Centra Software     5.63  -1.13  -16.7%   -28.9%    N/A    135.9
OTEX  Open Text          19.50  -3.94  -16.8%   -20.5%   14.1%   394.5
EMBT  Embarcadero        28.31  -6.81  -19.4%    17.9%    N/A    745.9
IWOV  Interwoven         48.19 -11.81  -19.7%     1.5%   91.5%     2.4B
EVLV  Evolve Software     7.56  -1.94  -20.4%   -33.2%    N/A    276.4
CWLD  CrossWorlds         4.50  -1.44  -24.2%   -30.7%    N/A    116.7
SQSW  Sequoia Software    2.50  -0.84  -25.2%   -37.3%    N/A     76.8
VIAD  Viador              1.88  -0.69  -26.8%   -46.3%  -87.3%    33.4
LOUD  Loudeye             2.25  -1.00  -30.8%   -54.9%    N/A     83.3
VSTY  Varsity Group       0.22  -0.12  -36.3%   -28.6%    N/A      3.4
VCIX  VCIX                0.02  -0.05  -75.0%   -49.9%  -85.3%     0.3
----------------------------------------------------------------------
      Performance Software Ave.         -7.1%         

VCIX, formerly known as Virtual Communities, is close

 to being really
virtual. The company has failed to secure financing, resulting in 
the layoff of more than half its staff. The good news is that shares
rise 50% on Thursday to 3 cents. Among the big caps, RealNetworks
posts a slight gain, but the departure of its COO may not bolter
the confidence of investors.

                                INTERNET SERVICES 

                        11/29  7-Day   7-Day  1-Month   YTD   Market
      Company          $Close $Change %Change %Change          Cap
                    
VCNT  Vicinity           2.88   0.63   27.8%  -14.4%    N/A    80.7
LPSN  LivePerson         1.25   0.22   21.2%  -68.1%    N/A    36.8
MAIL  Mail.com           1.25   0.16   14.3%  -32.4%  -77.0%   74.7
IBAS  iBasis             4.94   0.56   12.9%  -50.3%  -64.7%  168.3
CTCH  CommTouch          8.69   0.50    6.1%  -26.7%  -69.2%  132.6
EGAN  eGain              3.09   0.13    4.2%  -34.3%  -80.4%  110.5
EXDS  Exodus            23.69   0.25    1.1%  -43.5%  -14.7%    9.9B
KANA  Kana              14.88   0.13    0.8%  -45.0%  -81.5%    1.4B
ACRU  Accrue Software    2.31   0.00    0.0%  -48.7%  -83.0%   67.6
CLAI  Claimsnet.com      3.13   0.00    0.0%  -43.3%  -76.9%   28.7
DRTN  Data Return        5.94   0.00    0.0%  -35.6%  -70.1%  211.1
DIGX  Digex             23.25  -0.06   -0.3%  -15.6%  -24.5%    1.5B
INIT  Interliant         6.17  -0.11   -1.7%  -45.4%  -79.1%  295.2
IPRT  iPrint.com         1.44  -0.03   -2.1%  -36.0%    N/A    43.1
WQNI  WorldQuest         2.63  -0.06   -2.3%   -1.7%    N/A    16.7
CRIO  Corio              3.56  -0.13   -3.4%  -57.8%    N/A   172.7
USIX  USinternetworking  2.94  -0.13   -4.1%  -50.0%  -90.7%  284.5
HHNT  HeadHunter.NET     7.25  -0.38   -4.9%   -8.2%  -51.8%  134.8
VRSN  VeriSign          80.75  -4.31   -5.1%  -15.8%   -9.7%   15.7B
HLTH  WebMD              7.75  -0.44   -5.3%  -27.7%  -72.1%    1.7B
EVOK  Evoke              2.00  -0.13   -5.9%  -37.5%    N/A    93.6
SKIL  SkillSoft         15.00  -1.00   -6.3%   -9.2%    N/A   198.8
RCOM  Register.com       6.00  -0.50   -7.7%  -23.8%    N/A   191.9
ITXC  ITXC Corp.         6.91  -0.66   -8.7%  -34.4%  -66.0%  266.1
SAPE  Sapient           18.25  -1.81   -9.0%  -14.5%  -42.9%    2.2B
STMP  Stamps.com         2.56  -0.31  -10.9%  -50.0%  -92.2%  125.8
EGRT  Egreetings         0.25  -0.03  -11.1%  -45.7%  -93.6%    8.8
HOTJ  HotJobs.com       11.94  -1.56  -11.6%  -24.6%  -67.6%  431.4
FUSN  Fusion Networks    0.44  -0.06  -12.5%  -21.0%    N/A    16.2
LFMN  Lifeminders        6.50  -0.94  -12.6%  -63.1%  -82.0%  155.0
KEYN  Keynote Systems   18.00  -2.75  -13.3%  -26.3%  -71.0%  498.2
WNET  WHEREVER.net       1.69  -0.28  -14.3%  -40.4%    N/A    41.7
MRBA  Marimba            5.38  -0.94  -14.9%  -63.3%  -87.0%  126.0
CHRD  Chordiant Software 2.94  -0.56  -16.1%  -32.9%    N/A   108.1
MDLI  MedicaLogic        2.31  -0.50  -17.8%  -31.9%  -84.8%  127.7
CLKS  click2learn.com   11.69  -2.69  -18.7%    1.5%   22.9%  197.1
EQIX  Equinix            4.88  -1.13  -18.8%  -30.6%    N/A   359.6
BWAY  Breakaway Sol.     2.50  -0.63  -20.0%  -51.8%  -82.9%  112.5
NTWO  N2H2               0.50  -0.13  -20.0%  -31.8%  -91.3%   11.2
CONV  Convergent         1.78  -0.47  -20.8%  -13.6%  -75.6%   52.7
SRCH  US SEARCH.com      0.44  -0.13  -22.2%  -44.7%  -88.2%    8.0
ILND  Interland          2.88  -0.88  -23.3%  -26.3%    N/A   134.3
CPTH  Critical Path     21.44  -6.75  -23.9%  -34.1%  -45.4%    1.4B
CAVN  Cavion Tech.       1.38  -0.44  -24.1%  -35.6%  -58.7%    6.8
NAVI  NaviSite           2.97  -1.03  -25.8%  -75.2%  -79.0%  167.8
NETZ  Netzee             1.00  -0.38  -27.3%  -16.2%  -74.6%   22.0
WEBX  WebEx             20.31  -8.13  -28.6%   29.2%    N/A   733.8
LIOX  Lionbridge Tech.   5.44  -2.56  -32.0%  -13.2%  -56.0%  148.5
ECRU  E-Cruiter.com      2.06  -1.06  -34.0%  -24.6%  -56.1%   15.9
SVVS  Savvis             1.31  -0.69  -34.4%  -50.0%    N/A   122.0
--------

------------------------------------------------------------
      Internet Services Ave.           -9.6%         

Marketing infrastructure services provider Vicinity bounces off a 
new bottom of $2.25 on Nov. 22, but it's headed below that soon 
enough. (Hey, didn't I just write the same thing about another 
company? Oh, the monotony of it all!) The big dog of this group,
VeriSign, announces a deal with Microsoft and WebMethods to develop
software for simplifying digital signatures. Also, Credit Suisse 
First Boston said VRSN could top performance estimates for the 
current quarter.
 
                             ADVERTISING/MARKETING 

                         11/29  7-Day   7-Day  1-Month   YTD    Market
      Company           $Close $Change %Change %Change           Cap   

CSAV  coolsavings.com     1.34   0.34   34.4%  -37.8%    N/A     52.5
VCLK  ValueClick          4.88   1.19   32.2%  -56.2%    N/A    136.5
DCLK  DoubleClick        13.56   1.44   11.9%  -74.8%  -91.2%     1.7B
ENGA  Engage              1.97   0.19   10.5%  -53.7%  -85.7%   354.0
MPLX  Mediaplex           1.28   0.06    5.1%  -54.5%  -95.0%    43.1
APLN  @Plan.Inc           7.38   0.00    0.0%  -38.2%  -56.6%    83.4
NTRT  NetRatings         15.00   0.00    0.0%    8.0%  -61.7%   487.3
BFRE  Be Free             2.63  -0.09   -3.4%  -36.5%  -91.1%   171.2
NTCR  NetCreations        5.81  -0.25   -4.1%  -57.3%  -89.6%    90.1
HPOL  Harris Interactive  3.00  -0.25   -7.7%  -18.9%  -68.8%   102.6
TFSM  24/7 Media          1.38  -0.13   -8.3%  -56.1%  -90.4%    48.9
MYPT  MyPoints.com        1.50  -0.19  -11.1%  -71.1%  -96.8%    44.1
CBLT  Cobalt Group        2.75  -0.38  -12.0%  -38.6%  -68.8%    48.6
LNTY  L90                 3.88  -0.63  -13.9%  -22.9%    N/A     86.7
NCNT  Netcentives         3.50  -0.59  -14.5%   -3.3%  -85.8%   149.1
PRME  Prime Response      2.19  -0.56  -20.5%  -38.5%    N/A     45.2
AVEA  Avenue A            1.97  -0.91  -31.5%  -57.1%    N/A    114.3
DIGI  Digital Impact      2.38  -1.16  -32.7%  -39.7%  -88.9%    58.9
----------------------------------------------------------------------
      Advertising/Marketing Ave.        -3.7%         
                     
First, the Sock Puppet. The next animal branding symbol to get a pink
slip could be that coolsavings.com pig with the shades. Ad services
market leader DoubleClick shows a rare advance, but the fun may not
last. On Friday, CNBC reported that SG Cowen is cutting 2001 revenue
estimates for the company to $660 million from $704 million.

                              CONSULTANTS/DESIGNERS

                         11/29  7-Day  7-Day   1-Month   YTD   Market
      Company           $Close  Change %Change %Change          Cap
                     
PECS  PEC Solutions       7.00   0.63    9.8%   -6.8%    N/A   155.9
IIXL  iXL Enterprises     1.16   0.09    8.8%  -49.4%  -95.1%   87.5
LNTE  Lante Corp.         2.00   0.06    3.2%  -40.6%    N/A    79.0
ACOM  AGENCY.COM          5.91   0.06    1.1%  -39.5%  -76.3%  210.3
GENI  GenesisIntermedia  18.19   0.19    1.0%    0.4%  182.0%  117.5
PXCM  Proxicom            6.34   0.06    1.0%  -51.0%  -80.8%  358.0
VIAN  Viant               3.94   0.00    0.0%  -10.8%  -86.9%  188.8
CVGP  Convergent Group    7.88  -0.06   -0.8%   76.7%    N/A   341.9
INFT  Inforte Corp.      21.00  -1.19   -5.4%  -26.4%    N/A   264.0
PRFT  Perficient          9.75  -0.75   -7.1%    9.5%   11.0%   59.2
SCNT  Scient Corp.        7.00  -0.69   -8.9%  -40.1%  -79.9%  512.7
LUMT  Luminant Worldwide  1.00  -0.13  -11.1%  -66.7%  -95.7%   27.1
DTAS  Digitas             5.88  -0.88  -13.0%  -18.0%    N/A   338.0
XPDR  Xpedior             1.03  -0.16  -13.2%  -57.8%  -92.7%   52.1
MRCH  marchFIRST          1.44  -0.31  -17.9%  -42.2%  -78.8%  215.9
RAZF  Razorfish           2.64  -0.61  -18.8%  -61.6%  -89.1%  250.9
MSPR  Mainspring          3.13  -0.75  -19.4%  -41.9%    N/A    58.8
MMPT  Modem

 Media         4.31  -1.44  -25.0%  -38.5%  -87.6%  105.7
IISX  Integrated Info.    1.09  -0.47  -30.0%  -49.0%    N/A    22.4
OGNC  Organic             2.25  -1.13  -33.3%  -38.7%    N/A   197.9
---------------------------------------------------------------------
      Consultants/Designers Ave.        -8.9%         

This sector once boasted a number of billion-dollar caps. No more.
Among the main shrinkage victims is marchFIRST, which warns this
week that it will miss Q4 revenue and earnings estimates. Prudential
Securities reiterates a "strong buy" for both Scient and AGENCY.COM,
while putting "holds" on MRCH and Razorfish. 

                                 SPEED/BANDWIDTH 

                         11/29  7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap 

RAMP  Ramp Networks       4.19   1.13   36.7%   91.0%  -86.6%   90.7
CFLO  CacheFlow          46.52   8.70   23.0%   -3.0%    3.3%    1.8B
FFIV  F5 Networks        27.25   2.00    7.9%  -30.9%  -73.7%  586.2
INAP  InterNAP           11.38   0.63    5.8%  -45.3%  -78.3%    1.7B
SONS  Sonus Networks     24.00   0.59    2.5%  -29.1%    N/A     4.4B
CSCO  Cisco Systems      51.69   1.13    2.2%  -12.0%   10.9%  364.0B
COSN  Cosine             13.31   0.19    1.4%    N/A     N/A     1.3B
PKTR  Packeteer          13.50   0.13    0.9%  -56.8%  -67.8%  367.3
NENG  Network Engines     7.00   0.06    0.9%  -17.3%    N/A   239.2
JNPR  Juniper Networks  115.75  -3.88   -3.2%    9.2%  340.2%   36.5B
AKAM  Akamai             30.94  -1.19   -3.7%  -20.7%  -83.7%    3.3B
INKT  Inktomi            27.19  -1.19   -4.2%  -34.3%   -0.9%    3.1B
HSAC  High Speed Access   1.94  -0.19   -8.8%  -46.5%  -85.3%  107.9
AVCI  Avici Systems      19.75  -2.00   -9.2%  -23.0%    N/A   948.2
RDWR  Radware            16.94  -1.88  -10.0%  -20.1%  -39.9%  268.5
TERN  Terayon            12.75  -2.00  -13.6%   -9.3%   42.1%  792.2
SCMR  Sycamore Networks  46.75  -7.69  -14.1%  -25.9%  -16.2%   11.4B
BRCM  Broadcom           95.00 -16.13  -14.5%   -4.7%   79.2%   21.1B
ATHM  At Home             6.06  -1.06  -14.9%  -43.1%  -76.6%    2.4B
IBEM  iBEAM               2.31  -0.81  -26.0%  -29.1%    N/A   250.5
WGAT  WorldGate           7.34  -2.66  -26.6%  -29.2%  -59.1%  159.1
COVD  Covad               2.00  -0.75  -27.3%  -42.0%  -74.9%  309.7
CAIS  CAIS Internet       1.03  -0.59  -36.5%  -12.8%  -81.8%   23.8
TUTS  Tut Systems        10.69 -11.50  -51.8%  -35.8%    5.3%  167.0
RSNT  Resonate           13.00 -19.88  -60.5%   24.0%    N/A   350.5
---------------------------------------------------------------------
      Speed/Bandwidth Ave.              -9.7%         

After spending a good part of October below $2 per share, Ramp 
Networks has clawed its way back over $4 (though it slipped to $3.75 
on Thursday). CacheFlow bounces back after being punished last week 
for failing to meet Q2 sales growth forecasts. Competing caching 
server software provider Inktomi tries to halt share slide by 
announcing on Tuesday that it expects to meet quarterly forecasts.

                             ISPs/ACCESS PROVIDERS

                         11/29  7-Day   7-Day  1-Month   YTD   Market
      Company           $Close $Change %Change %Change          Cap
                     
PSIX  PSINet              1.25   0.09    8.1%  -42.2%  -79.5%   237.6
QSCG  QS Comm. AG         6.38   0.38    6.3%  -30.4%    N/A    325.0
NZRO  NetZero             1.38   0.06    4.8%  -45.5%  -92.4%   168.3
KOREA Korea Thrunet       4.38   0.19    4.5%  -36.2%  -92.6%   314.8
VNWI  VIA NET.WORKS       6.50   0.13    2.0%  -30.6%    N/A    387.9
AGCX  Asia Global         4.50   0.00    0.0%    N/A     N/A      2.4B
JWEB  Juno Online         2.31  -0.03   -1.3%  -48.3%  -91.2%    89.9
LOAX  Log On America      1.03  -0.03   -2.9%  -26.0%  -88.1%     9.1
RMII  RMI.Net             1.00  -0.03   -3.0%  -46.8%  -86.5%    21.9



ELNK  EarthLink           6.81  -0.28   -4.0%  -37.0%  -83.4%   851.1
FREE  Freeserve          20.00  -1.00   -4.8%  -35.9%  -70.1%     2.0B
GEEK  Internet America    1.09  -0.09   -7.9%  -54.5%  -85.6%    10.6
NPLI  Netpliance          1.00  -0.09   -8.6%  -48.7%    N/A     60.4
IDTC  IDT Corp.          25.88  -2.63   -9.2%  -17.8%   80.2%   954.1
TLCT  Telocity Delaware   1.94  -0.22  -10.1%  -54.4%    N/A    164.4
ISLD  Digital Island      5.06  -0.84  -14.3%  -46.2%  -84.9%   352.8
HANA  Hanaro Telecom      3.00  -0.50  -14.3%   11.0%    N/A    792.0
IGLD  Internet Gold       2.25  -0.44  -16.3%  -46.9%  -84.4%    41.5
DSLN  DSL.net             1.00  -0.20  -16.9%  -35.7%  -78.8%    65.9
GIGM  GigaMedia           3.06  -0.69  -18.3%  -29.9%    N/A    149.5
IZAP  ZapME!              1.16  -0.28  -19.6%    N/A   -75.5%    52.2
PRGY  Prodigy             2.50  -0.63  -20.0%  -45.6%  -74.0%   174.6
PCNTF Pacific Internet    3.00  -0.91  -23.2%  -61.1%  -88.3%    37.9
IIJI  Internet-Japan     11.00  -3.50  -24.1%  -21.0%  -65.3%   494.6
FSST  FASTNET             0.34  -0.19  -35.3%  -16.0%    N/A      5.2
IAWK  Iasiaworks          4.38  -2.50  -36.4%  -28.1%    N/A    171.9
PNVN  PNV                 0.13  -0.13  -50.0%  -44.4%  -91.7%     2.0
ATHY  AppliedTheory       1.19  -1.81  -60.4%  -36.8%  -82.3%    29.5
---------------------------------------------------------------------
      ISP/Access Provider Ave.         -12.9%         

Am I glad this is the end. Just as it is the end (or near, anyway)
for truck-stop 'Net access provider PNV, which now sports a market 
cap of $2 million. Meanwhile, PSINet floats to the top of the group 
this week, even as if fights off shareholder class-action lawsuits.
DSL.net says it will lay off 28% of its employees to cut costs. An
appropriate way to wrap up and sign off. See you Monday morning at 
The Morning Report.

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