as originally published on

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that would otherwise allow readers to view stock quote and message boards that are contained in these archives are no longer valid and will not work.)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.

HAL PLOTKIN'S CNBC.COM ARCHIVES

1999

Third-Party Software, International Sales to Determine Appleís 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&Tís 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 Isnít Saying Much
August 6, 1999

Future Looks Bright for Web Sites Targeted at Women
August 10, 1999

Intelís 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

Sunís 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

Appleís 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 Moneyís 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 Hatís 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

TiVoís 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 3Comís 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 Gurusí 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

AltaVistaís 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

2000

Exodus Stock Seen Going Higher
January 1, 2000

2000 Expected to Set New IPO Record
January 2, 2000

Donít 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 Lanteís 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

Webvanís 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 Cobaltís 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 Liberateís 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

Ciscoís Margins Seen Coming Under Pressure
May 15, 2000

IBeam IPO Makes Modest Debut
May 19, 2000

Yahoo!ís 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.ís 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 Groupsí Stock Deliver?
July 25, 2000

Solectronís 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 CIENAís 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

Transmetaís 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 Oracleís 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 Appleís 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

ďFiorinaís FollyĒ 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: Donít 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 Associatesí Shareholders
December 27, 2000

Contract Manufacturing: A Second-Half Bet
December 28, 2000

2001

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

Akamaiís Stock Soars Again
January 30, 2001

Webvanís Days Appear Numbered
February 8, 2001

Can Handspring Beat the Odds?
February 12, 2001

Itís 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 Hatís Slow, Steady Progress
March 29, 2001

Whatís 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

Siebelís 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 Materialsí Stock Ahead of Itself?
May 18, 2001

TiVoís Future in Question
May 22, 2001

Agileís CEO Speaks
May 24, 2001

Expedia and Travelocity Make the Cut
May 25, 2001

Whatís Next for Microsoft?
May 30, 2001

Envision the Recovery: The L-Shaped Option
June 6, 2001

Intelís 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 Canít 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

 

 


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