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jeffbee 5 hours ago

The "picks and shovels" people from the dotcom days all went broke. The stuff they had convinced themselves and their investors was crucial turned out to be not important.

cyberax 4 hours ago | parent | next [-]

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.

bryanlarsen 4 hours ago | parent | next [-]

> Cisco is doing great.

https://totalrealreturns.com/s/CSCO

shellwizard 3 hours ago | parent | prev | next [-]

3Com / US Robotics - dead

Nortel - dead

Global crossing - dead

jeffbee 4 hours ago | parent | prev | next [-]

The 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 3 hours ago | parent [-]

Qwest

warkdarrior 4 hours ago | parent | prev [-]

Microsoft - doing fine

Netscape - dead (server) and/or dying (Mozilla)

Intel - almost dead

Palm - dead

Qualcomm - still around

nerdsniper 4 hours ago | parent | next [-]

INTC shot up >300% in the past 8 months and is now at its highest stock price ever, fwiw.

cyberax 4 hours ago | parent | prev [-]

I 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.

newsclues 4 hours ago | parent | prev [-]

Working out for nvidia right now

ohNoe5 4 hours ago | parent [-]

Hardware is important to operation of computers and software as we know them

A bunch of config management DSL startups, and web scale data storage solutions, not so much

irishcoffee 4 hours ago | parent [-]

Right, and Google owns 25% of the hardware.