cnbc

CNBC ARCHIVES

 

I served as fulltime Silicon Valley Correspondent for CNBC.com from the day it went online in July 1999 until Microsoft Corp. assumed editorial control over the site in July 2001.

CNBC.com took its archives offline when the two sites merged. But many of the articles I wrote during this period are archived below. (Please note, however, that the internal links that would otherwise allow readers to view stock quote and message boards that are contained in these archives are no longer valid and will not work.)

I owe special thanks to my late friend and colleague Gary Brickman for lining up my job at CNBC.com. Gary is missed not only by his many friends, but also by the worlds of journalism and politics, both of which he so enriched and enlivened.

While working for CNBC.com I collaborated with an astute, ambitious and visionary team of editors, including Pat Sheridan, Scott Bomboy, Caitlin Mollison, Geoff Lewis, Dean Patterson and Scott Gerlach, all of whom shared the common goal of finding new ways to use the Internet to democratize the flow of information about business and finance. I also appreciate the kind support provided to me during this period by CNBC president and CEO Pamela Thomas-Graham, CNBC general manager Bob Meyers and my many other spirited colleagues in Fort Lee, New Jersey who made working for the network such an enjoyable experience.

1999 to 2001 was an astonishing period in Silicon Valley history. The stories that follow offer a glimpse at — and a record of — those often heady days. Ironically, one of the very first pieces in my CNBC.com archives, dated August 6, 1999, warned investors that their optimism might not be justified.

 

CNBC 1999 ARCHIVES

ARTICLE NAME POSTED ON
Third-Party Software, International Sales to Determine Apple’s Future July 21, 1999
E-Mail Responders Get Ready for IPOs July 23, 1999
Pending Red Hat IPO Boosts Server Market July 27, 1999
FCC Gives Boost to AT&T’s High-Speed Hopes July 28, 1999
The Mouse Business is Roaring July 29, 1999
Hewlett Packard Pulls Out The Stops July 30, 1999
Venture Investments Up But Returns Trend Downwards August 2, 1999
Yahoo Struggles with its Valuation August 3, 1999
New Buyer Services Pose Threat to Online Retailers August 5, 1999
Record High Investor Optimism Leaves Some Worried August 6, 1999
Tellme Networks Isn’t Saying Much August 6, 1999
Future Looks Bright for Web Sites Targeted at Women August 10, 1999
Intel’s Andy Grove Latest to Tout Linux August 11, 1999
Couch Potatoes Shun Quokka August 13, 1999
Best is Ahead for Applied Materials Inc. August 17, 1999
Sun’s Magic is in its Servers August 18, 1999
Two Net Companies (Headhunter.net and LookSmart.com) Test Soft IPO Market August 19, 1999
Solectron Shines in Outsourcing Sector
August 20, 1999
Potholes on the Information Superhighway
August 23, 1999
Corel Rides the Linux Bandwagon
August 24, 1999
The Need for Speed Sends Two Stocks Soaring (Brocade and Gadzoox)
August 26, 1999
Mypoints.com Builds Loyalty and Value
August 27, 1999
So, You Want to Be and Angel Investor?
August 30, 1999
To Be or Not to Be?
August 31, 1999
Apple’s New TV Campaign Targets Intel
September 2, 1999
Agile Software Succeeds by Design
September 3, 1999
Picking the Right Internet Stocks September 7, 1999
Beam Me Up Some Cash (Confinity, Inc.) September 8, 1999
AOL Gives Preview Travel its Money’s Worth September 9, 1999
Netro Soars on Broadband Wireless Hopes September 11, 1999
Epinions.com Aims to Change Online Shopping September 13, 1999
Start-Up Collab.Net Hopes to Follow Red Hat’s Example September 14, 1999
Wink Stock Outruns Company Performance September 15, 1999
Searchbutton.com Sees Profit Before IPO September 18, 1999
ExpressDoctors Combines House Calls and the Net September 20, 1999
Who is Next After Kana and eGain? September 23, 1999
Getting Back to Business in Taiwan September 24, 1999
Cashing in on the Coming Server Boom September 29, 1999
Cashing in on the Coming Server Boom Part Two (Cobalt Plans IPO) September 30, 1999
TiVo’s IPO Soars But Challenges Remain October 1, 1999
IPO Pipeline: Immersion Corp. Set for this Week October 4, 1999
Personal Touch Pays off for Art Technology Group Inc. October 5, 1999
Will the Palm Pilot IPO Lift 3Com’s Stock? October 12, 1999
Is Healtheon a Buying Opportunity? October 13, 1999
E-Stamps and Stamps.com to Duke it Out October 14, 1999
Transactions Put Cybersource in the Drivers Seat
October 19, 1999
IPO Pipeline: Content plus Commerce Equals How2
October 29, 1999
Analysts Say Puma Technologies Best Days Ahead
November 1, 1999
More Health Care IPOs
November 4, 1999
Webvan Group, Inc. IPO Hits Market as Expected November 5, 1999
Cobalt IPO Hits it Big November 5, 1999
Expedia IPO Takes off Strongly November 10, 1999
Open Tech Funds Give Up the Scoop
November 11, 1999
Immersion Corp. Makes Strong Debut
November 12, 1999
Qunitus Corp. IPO Makes Strong Debut November 16, 1999
Investors Bid New Issue Imanage Up Sharply
November 17, 1999
CacheFlow Latest Red Hot Net IPO
November 19, 1999
BEA Systems Seen Benefiting from E-Commerce Push
November 23, 1999
WebTrends Seen Continuing to Rise
December 1, 1999
Web Site Offers Gurus’ Stock Picks December 2, 1999
McAfee Jumps on First Trading Day
December 2, 1999
New Issue Digimarc Opens Up Strongly
December 2, 1999
Healthcentral.com Takes aim at Dr. Koop
December 7, 1999
More Gains Seen For Keynote Systems
December 7, 1999
Netratings IPO Makes Strong Debut
December 8, 1999
Preview Systems Jumps on First Trading Day
December 8, 1999
Linux Tries to Overtake Red Hat
December 9, 1999
MedicaLogic IPO off to Good Start
December 12, 1999
Caliper IPO Tests the Biotech Waters
December 15, 1999
Maxygen Engineers Strong IPO Showing
December 16, 1999
Are the Linux Backers Right?
December 18, 1999
AltaVista’s IPO Predicted to Succeed Big Despite Losses
December 21, 1999
Investors Curious About XML Bandwagon
October 25, 1999
Caching Stocks Lead Internet Sector
December 26, 1999
Citrix Systems Seen as Hot Stock for 2000
December 30, 1999
 

CNBC 2000 ARCHIVES

ARTICLE NAME POSTED ON
Exodus Stock Seen Going Higher January 1, 2000
2000 Expected to Set New IPO Record January 2, 2000
Don’t Count Cable Firms Out
January 2, 2000
MIPs Stock Seen Heading Back Up
January 3, 2000
Future Seen Bright for Young DSL Companies
January 6, 2000
Sonic Foundry Stock Seen Extending Run
January 7, 2000
Analysts See Onyx Software Stock Doubling
January 14, 2000
Internet Stocks for 2000 Part 1 (Puma, RealNetworks and Modem Media)
January 17, 2000
Internet Stocks for 2000 Part 2 (Juniper, Verisign and Systems & Computer Technology Corp.)
January 17, 2000
Smaller Chip Firms Seen as Value Plays
January 21, 2000
Neoforma Shares Soar in Debut
January 24, 2000
Extensity IPO Gets Explosive Start January 27, 2000
InterWAVE IPO Shines as Expected
January 28, 2000
IPO Fever Continues with 724 Solutions
January 28, 2000
Sequenom IPO Shoots Higher in Debut February 1, 2000
Turnstone Business Model Drives Up IPO
February 1, 2000
Big e-Tail Enablers Seen as Best Long-Term Bet
February 4, 2000
Mediacom IPO Makes Modest Debut
February 4, 2000
Hacker Attacks Overshadow Buy.com IPO
February 9, 2000
Rough Seas Seen for Healthcare B2Bs
February 10, 2000
Pets.com IPO Makes Modest Debut
February 11, 2000
Good Track Record Boosts Lante’s IPO
February 11, 2000
Repeat Buyers Boost Eloquent Inc. IPO
February 17, 2000
Apropos IPO Leaps on Opening Day
February 17, 2000
Banks Face Threat From Financial Portals
February 18, 2000
Inforte IPO Rockets Higher on Debut
February 18, 2000
Webvan’s Survival Plan
February 21, 2000
Nextel Partners IPO Makes Solid Debut
February 23, 2000
Hotel Reservations IPO Opens Up Sharply
February 25, 2000
Analysts Cautious On Net Ad Stocks
February 29, 2000
Analysts Divided on Net Registrar Group March 7, 2000
Net2000 IPO Jumps on Opening Day
March 7, 2000
Iprint.com IPO Makes Weak Debut
March 8, 2000
Selectica IPO Leaps Higher on First Day
March 10, 2000
Homegrocer IPO Makes Tepid Debut
March 10, 2000
Can Other ASPs Match Cobalt’s Success?
March 16, 2000
Three Potentially Hot ASP Stocks to Watch
March 17, 2000
Caldera Systems IPO Soars in Debut
March 21, 2000
Blaze IPO is a Flaming Success
March 23, 2000
Here Comes a Slew of Biotech IPOs
March 24, 2000
ArrowPoint IPO Shoots Higher
March 31, 2000
Some See Upside for Healtheon
April 4, 2000
Microsoft Woes May Boost Linux Firms
April 5, 2000
OPUS360 Shares Jump After IPO
April 7, 2000
Saba Shares More than Double in Initial Trading
April 7, 2000
Chip Sector Earning Look Strong
April 12, 2000
Higher Earnings Seen For PC Makers
April 13, 2000
Time For Dot Com Bottom Fishing
April 20, 2000
Analysts See Liberate’s Stock Jumping
April 25, 2000
Upside Seen for Silicon Valley Group, Inc. Stock
April 26, 2000
Long-Term Trends Favor Foundries
April 27, 2000
Future Seen Bright for Axent Technologies Inc. May 1, 2000
Napster May Hurt Music Firm Stocks
May 4, 2000
Analysts Say Wild Rambus Ride Not Over
May 8, 2000
Digital Video Recorder Stocks Seen Heading Up
May 11, 2000
FairMarket Business Model Seen as Strong
May 14, 2000
Cisco’s Margins Seen Coming Under Pressure
May 15, 2000
IBeam IPO Makes Modest Debut
May 19, 2000
Yahoo!’s Wireless and B2B Plans Get Analyst Raves
May 22, 2000
Symantec Finds Favor Among the Analysts
May 24, 2000
Hot Biotech Stocks for the Long Term
May 25, 2000
Analysts Like Nortel as Tech Leader
May 31, 2000
Microsoft: Seen Solid in Long-Term
June 1, 2000
Echelon Triples on Investor Enthusiasm
June 6, 2000
Electronic Manufacturing Group Seen as Good Bet
June 12, 2000
Can Be, Inc.’s Stock Make a Comeback?
June 19, 2000
Intel Surges But Risks Remain
June 21, 2000
Analysts, CEO Talk up Medicalogic
July 10, 2000
Analysts Say VISX Stock Looks Good
July 18, 2000
InfoSpace Leads Next Wireless Trend
July 20, 2000
Will Webvan Groups’ Stock Deliver?
July 25, 2000
Solectron’s Stock Set to Soar in Second Half
July 31, 2000
Analysts Say Plexus Hits the Sweet Spot
August 2, 2000
Obscure Tech Sector Poised for Growth
August 8, 2000
Sorting Thru a Slew of Biotech IPOs
August 8, 2000
Election Imperils New Economy Stocks
August 11, 2000
Stalled Fuel Cell IPOs Leave Upside
August 15, 2000
Techs That Thrive in a Slowing Economy
August 21, 2000
Analysts Debate Merit of Free Net Calls
August 24, 2000
Analysts Set Higher Price Target on CIENA’s Stock
August 22, 2000
Four IP-Telephony Stock Picks
August 31, 2000
Analysts Like Ask Jeeves Prospects
September 6, 2000
Will the Holidays be Kind to e-Tailers?
September 7, 2000
Why Analysts Like Flextronics
September 11, 2000
Art Technology Group Seen as Buying Opportunity
September 13, 2000
Analysts Talk Hot Biotech Stock Picks
September 14, 2000
PC Sales May Pick Up Later in the Year
September 22, 2000
Little Thunder Seen for Loudcloud IPO
September 28, 2000
Priceline.com Business Model Seen Flawed
October 3, 2000
Cashing in on the Optics Opportunity
October 5, 2000
Transmeta’s Big Bark No Bite IPO
October 11, 2000
Leading B2Bs May Be Heading for a Fall
October 12, 2000
Start-Up UpShot Presents Problems for Oracle
October 17, 2000
Is Oracle’s E-Business Presence Overstated?
October 17, 2000
Crime Pays for Online Security Firms
October 19, 2000

CV Therapeutics: A Heart-Stopping Stock

October 21, 1999
Time to Bite at Apple’s Stock?
October 23, 2000
A Long Wait for the Wireless Web
October 26, 2000
Netegrity Inc. is Coming on Strong
October 30, 2000
AVANT: A Biotech With a Heart
November 1, 2000
IBM Jilts Transmeta at the Altar
November 2, 2000
“Fiorina’s Folly” at Hewlett Packard
November 6, 2000
Time to Sell Solectron, Buy SCI?
November 8, 2000
Is McAfee.com the Play in Anti-Virus Stocks?
November 10, 2000
Sign of a Top: A VC Fund For Jocks
November 14, 2000
Adobe Systems Corners its Market
November 15, 2000
Biopure on Verge of Biotech Holy Grail
November 16, 2000
Two Hot Net Technologies to Watch
November 22, 2000
PC Group: Don’t Hold Your Breath
December 6, 2000
Will Linux Save Microsoft?
December 8, 2000
Microsoft Warning No Surprise
December 14, 2000
Abgenix: The Mouse That Roars
December 14, 2000
Power Play: Fuel Cell Stocks
December 18, 2000
Symantec Charts New Course
December 19, 2000
Critical Months Ahead for Oracle December 21, 2000
No Security for Network Associates’ Shareholders
December 27, 2000
Contract Manufacturing: A Second-Half Bet
December 28, 2000
 

CNBC 2001 ARCHIVES

ARTICLE NAME POSTED ON
IPO Recovery Possible Next Year
January 2, 2001
How IBM Beat Earnings Estimates
January 17, 2001
Aether Systems Inc. Soars Again
January 22, 2001
Can Stock Valuations Grow?
January 23, 2001
New Index May Move Biotechs
January 25, 2001
Akamai’s Stock Soars Again
January 30, 2001
Webvan’s Days Appear Numbered
February 8, 2001
Can Handspring Beat the Odds?
February 12, 2001
It’s Been a Bumpy Flight for Net Travel Stocks
February 26, 2001
Straight Story on Align Technology
February 27, 2001
A Sad Vignette
March 2, 2001
Vignette CEO Counters Critics
March 6, 2001
Some EMS Stocks May Bounce
March 8, 2001
Analyst Pick: KEMET
March 12, 2001
Can XP Invigorate Microsoft?
March 15, 2001
Analyst Pick: L-3 Communications Holdings Inc.
March 19, 2001
In Intel vs. AMD Neither Wins
March 20, 2001
Cisco: No Bargain Yet
March 22, 2001
Stock Pick of the Week: Coca-Cola Enterprises Inc.
March 22, 2001
Oracle: Another Moment of Truth
March 27, 2001
Red Hat’s Slow, Steady Progress
March 29, 2001
What’s Next for Yahoo?
April 5, 2001
Will Sun Warn?
April 6, 2001
Worries Linger for Hewlett Packard
April 10, 2001
A Potential Biotech Blockbuster
April 13, 2001
IBM Still Has Safety Net
April 18, 2001
A Value Fund Manager Names Favorites
April 24, 2001
Ariba Answers Critics
April 25, 2001
Mr. Cisco Meet Mr. Avici
April 27, 2001
Siebel’s Challenges Grow
May 2, 2001
Exodus May be at a Crossroads
May 4, 2001
B2B Death Exaggerated
May 8, 2001
No Quick Cisco Fix
May 10, 2001
Rambus on the Ropes
May 15, 2001
Uncertainty Lingers for Dell
May 17, 2001
Is Applied Materials’ Stock Ahead of Itself?
May 18, 2001
TiVo’s Future in Question
May 22, 2001
Agile’s CEO Speaks
May 24, 2001
Expedia and Travelocity Make the Cut
May 25, 2001
What’s Next for Microsoft?
May 30, 2001
Envision the Recovery: The L-Shaped Option
June 6, 2001
Intel’s Visibility Only Half the Battle
June 8, 2001
PeopleSoft Gaining on Oracle
June 19, 2001
3 Wireless Plays for 2002
June 18, 2001
Oracle Under Pressure
June 22, 2001
Isis Pharmaceuticals Inc. May Hit Psoriasis Pay Dirt
June 26, 2001
Analysts Predict i2 Technologies Inc. Comeback
July 9, 2001
Fund Managers Say Get Real
July 13, 2001
Sanmina Can’t Buy Demand
July 19, 2001
TiVo Winning Converts
July 21, 2001
Valuing Verisign
July 22, 2001
How to Profit From a Shakeout
July 23, 2001