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.

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bryanlarsen 4 hours ago | parent | next [-]

> Cisco is doing great.

https://totalrealreturns.com/s/CSCO

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

3Com / US Robotics - dead

Nortel - dead

Global crossing - dead

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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

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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.