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Cisco is doing great. Sun got acquired by Oracle. Oracle itself is also fine (apart from it is Oracle). Akamai is doing fine. From the pure software side, Macr
by cyberax 6mo ago
Cisco is doing great. Sun got acquired by Oracle. Oracle itself is also fine (apart from it is Oracle). Akamai is doing fine.
From the pure software side, Macromedia got acquired. RedHat was doing fine before IBM gobbled it up. But I honestly can't remember any other "picks and shovels" software companies from pre-dotcom.
- jeffbee 6mo agoThe glass-in-the-ground people went spectacularly broke. I also suggest you look up the stock price chart for JDSU. On the software side, Ariba and Commerce One.
- fragmede 6mo agoQwest
- cyberax 6mo agoYeah, hardware companies got hit hard. But dotcom also coincided with the de-industrialization era, with manufacturing moving out of the US, with a double whammy of commodization. So it's hard to disentangle the causes. And then I can't really remember many Internet-focused software pick&shovels companies from that era. I was only starting my professional career at that time, though.
- warkdarrior 6mo agoMicrosoft - doing fine Netscape - dead (server) and/or dying (Mozilla) Intel - almost dead Palm - dead Qualcomm - still around
- nerdsniper 6mo agoINTC shot up >300% in the past 8 months and is now at its highest stock price ever, fwiw.
- cyberax 6mo agoI guess Netscape counts. Palm produced devices, so it was not really picks&shovels. Who else? Borland quietly withered away, but it had never been focused on tools specifically for the Internet.
- bryanlarsen 6mo ago> Cisco is doing great. https://totalrealreturns.com/s/CSCO https://totalrealreturns.com/s/CSCO
- shellwizard 6mo ago3Com / US Robotics - dead Nortel - dead Global crossing - dead