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that would otherwise allow readers to view stock quote and message boards that are contained in these archives are no longer valid and will not work.)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
E-Mail Responders Get Ready for IPOs
Pending Red Hat IPO Boosts Server Market
FCC Gives Boost to AT&Tís High-Speed Hopes
The Mouse Business is Roaring
Hewlett Packard Pulls Out The Stops
Venture Investments Up But Returns Trend Downwards
Yahoo Struggles with its Valuation
New Buyer Services Pose Threat to Online Retailers
Record High Investor Optimism Leaves Some Worried
Tellme Networks Isnít Saying Much
Future Looks Bright for Web Sites Targeted at Women
Intelís Andy Grove Latest to Tout Linux
Couch Potatoes Shun Quokka
Best is Ahead for Applied Materials Inc.
Sunís Magic is in its Servers
Solectron Shines in Outsourcing Sector
Potholes on the Information Superhighway
Corel Rides the Linux Bandwagon
Mypoints.com Builds Loyalty and Value
So, You Want to Be and Angel Investor?
To Be or Not to Be?
Appleís New TV Campaign Targets Intel
Agile Software Succeeds by Design
Picking the Right Internet Stocks
Beam Me Up Some Cash (Confinity, Inc.)
AOL Gives Preview Travel its Moneyís Worth
Netro Soars on Broadband Wireless Hopes
Epinions.com Aims to Change Online Shopping
Start-Up Collab.Net Hopes to Follow Red Hatís Example
Wink Stock Outruns Company Performance
Searchbutton.com Sees Profit Before IPO
ExpressDoctors Combines House Calls and the Net
Who is Next After Kana and eGain?
Getting Back to Business in Taiwan
Cashing in on the Coming Server Boom
Cashing in on the Coming Server Boom Part Two (Cobalt Plans
TiVoís IPO Soars But Challenges Remain
IPO Pipeline: Immersion Corp. Set for this Week
Personal Touch Pays off for Art Technology Group Inc.
Will the Palm Pilot IPO Lift 3Comís Stock?
Is Healtheon a Buying Opportunity?
E-Stamps and Stamps.com to Duke it Out
Transactions Put Cybersource in the Drivers Seat
IPO Pipeline: Content plus Commerce Equals How2
Analysts Say Puma Technologies Best Days Ahead
More Health Care IPOs
Webvan Group, Inc. IPO Hits Market as Expected
Cobalt IPO Hits it Big
Expedia IPO Takes off Strongly
Open Tech Funds Give Up the Scoop
Immersion Corp. Makes Strong Debut
Qunitus Corp. IPO Makes Strong Debut
Investors Bid New Issue Imanage Up Sharply
BEA Systems Seen Benefiting from E-Commerce Push
WebTrends Seen Continuing to Rise
Web Site Offers Gurusí Stock Picks
McAfee Jumps on First Trading Day
New Issue Digimarc Opens Up Strongly
Healthcentral.com Takes aim at Dr. Koop
More Gains Seen For Keynote Systems
Netratings IPO Makes Strong Debut
Preview Systems Jumps on First Trading Day
Linux Tries to Overtake Red Hat
MedicaLogic IPO off to Good Start
Caliper IPO Tests the Biotech Waters
Maxygen Engineers Strong IPO Showing
Are the Linux Backers Right?
Investors Curious About XML Bandwagon
Caching Stocks Lead Internet Sector
Citrix Systems Seen as Hot Stock for 2000
Exodus Stock Seen Going Higher
2000 Expected to Set New IPO Record
Donít Count Cable Firms Out
MIPs Stock Seen Heading Back Up
Future Seen Bright for Young DSL Companies
Sonic Foundry Stock Seen Extending Run
Analysts See Onyx Software Stock Doubling
Internet Stocks for 2000 Part 1 (Puma, RealNetworks and Modem
Smaller Chip Firms Seen as Value Plays
Neoforma Shares Soar in Debut
Extensity IPO Gets Explosive Start
InterWAVE IPO Shines as Expected
IPO Fever Continues with 724 Solutions
Sequenom IPO Shoots Higher in Debut
Turnstone Business Model Drives Up IPO
Big e-Tail Enablers Seen as Best Long-Term Bet
Mediacom IPO Makes Modest Debut
Hacker Attacks Overshadow Buy.com IPO
Rough Seas Seen for Healthcare B2Bs
Pets.com IPO Makes Modest Debut
Good Track Record Boosts Lanteís IPO
Repeat Buyers Boost Eloquent Inc. IPO
Apropos IPO Leaps on Opening Day
Banks Face Threat From Financial Portals
Inforte IPO Rockets Higher on Debut
Webvanís Survival Plan
Nextel Partners IPO Makes Solid Debut
Hotel Reservations IPO Opens Up Sharply
Analysts Cautious On Net Ad Stocks
Analysts Divided on Net Registrar Group
Net2000 IPO Jumps on Opening Day
Iprint.com IPO Makes Weak Debut
Selectica IPO Leaps Higher on First Day
Homegrocer IPO Makes Tepid Debut
Can Other ASPs Match Cobaltís Success?
Three Potentially Hot ASP Stocks to Watch
Caldera Systems IPO Soars in Debut
Blaze IPO is a Flaming Success
Here Comes a Slew of Biotech IPOs
ArrowPoint IPO Shoots Higher
Some See Upside for Healtheon
Microsoft Woes May Boost Linux Firms
OPUS360 Shares Jump After IPO
Saba Shares More than Double in Initial Trading
Chip Sector Earning Look Strong
Higher Earnings Seen For PC Makers
Time For Dot Com Bottom Fishing
Analysts See Liberateís Stock Jumping
Upside Seen for Silicon Valley Group, Inc. Stock
Long-Term Trends Favor Foundries
Future Seen Bright for Axent Technologies Inc.
Napster May Hurt Music Firm Stocks
Analysts Say Wild Rambus Ride Not Over
Digital Video Recorder Stocks Seen Heading Up
FairMarket Business Model Seen as Strong
Ciscoís Margins Seen Coming Under Pressure
IBeam IPO Makes Modest Debut
Yahoo!ís Wireless and B2B Plans Get Analyst Raves
Symantec Finds Favor Among the Analysts
Hot Biotech Stocks for the Long Term
Analysts Like Nortel as Tech Leader
Seen Solid in Long-Term
Echelon Triples on Investor Enthusiasm
Electronic Manufacturing Group Seen as Good Bet
Can Be, Inc.ís Stock Make a Comeback?
Intel Surges But Risks Remain
Analysts, CEO Talk up Medicalogic
Analysts Say VISX Stock Looks Good
InfoSpace Leads Next Wireless Trend
Will Webvan Groupsí Stock Deliver?
Solectronís Stock Set to Soar in Second Half
Analysts Say Plexus Hits the Sweet Spot
Obscure Tech Sector Poised for Growth
Sorting Thru a Slew of Biotech IPOs
Election Imperils New Economy Stocks
Stalled Fuel Cell IPOs Leave Upside
Techs That Thrive in a Slowing Economy
Analysts Debate Merit of Free Net Calls
Analysts Set Higher Price Target on CIENAís Stock
Four IP-Telephony Stock Picks
Analysts Like Ask Jeeves Prospects
Will the Holidays be Kind to e-Tailers?
Why Analysts Like Flextronics
Art Technology Group Seen as Buying Opportunity
Analysts Talk Hot Biotech Stock Picks
PC Sales May Pick Up Later in the Year
Little Thunder Seen for Loudcloud IPO
Priceline.com Business Model Seen Flawed
Cashing in on the Optics Opportunity
Transmetaís Big Bark No Bite IPO
Leading B2Bs May Be Heading for a Fall
Start-Up UpShot Presents Problems for Oracle
Is Oracleís E-Business Presence Overstated?
Crime Pays for Online Security Firms
CV Therapeutics: A Heart-Stopping Stock
Time to Bite at Appleís Stock?
A Long Wait for the Wireless Web
Netegrity Inc. is Coming on Strong
AVANT: A Biotech With a Heart
IBM Jilts Transmeta at the Altar
ďFiorinaís FollyĒ at Hewlett Packard
Time to Sell Solectron, Buy SCI?
Is McAfee.com the Play in Anti-Virus Stocks?
Sign of a Top: A VC Fund For Jocks
Adobe Systems Corners its Market
Verge of Biotech Holy Grail
Two Hot Net Technologies to Watch
PC Group: Donít Hold Your Breath
Will Linux Save Microsoft?
Microsoft Warning No Surprise
Abgenix: The Mouse That Roars
Power Play: Fuel Cell Stocks
Symantec Charts New Course
Critical Months Ahead for Oracle
No Security for Network Associatesí Shareholders
Contract Manufacturing: A Second-Half Bet
IPO Recovery Possible Next Year
How IBM Beat Earnings Estimates
Aether Systems Inc. Soars Again
Can Stock Valuations Grow?
New Index May Move Biotechs
Akamaiís Stock Soars Again
Webvanís Days Appear Numbered
Can Handspring Beat the Odds?
Itís Been a Bumpy Flight for Net Travel Stocks
Straight Story on Align Technology
A Sad Vignette
Vignette CEO Counters Critics
Some EMS Stocks May Bounce
Analyst Pick: KEMET
Can XP Invigorate Microsoft?
Analyst Pick: L-3 Communications Holdings Inc.
In Intel vs. AMD Neither Wins
Stock Pick of the Week: Coca-Cola Enterprises Inc.
Oracle: Another Moment of Truth
Red Hatís Slow, Steady Progress
Whatís Next for Yahoo?
Will Sun Warn?
Worries Linger for Hewlett Packard
A Potential Biotech Blockbuster
IBM Still Has Safety Net
A Value Fund Manager Names Favorites
Ariba Answers Critics
Mr. Cisco Meet Mr. Avici
Siebelís Challenges Grow
Exodus May be at a Crossroads
B2B Death Exaggerated
No Quick Cisco Fix
Rambus on the Ropes
Uncertainty Lingers for Dell
Is Applied Materialsí Stock Ahead of Itself?
TiVoís Future in Question
Agileís CEO Speaks
Expedia and Travelocity Make the Cut
Whatís Next for Microsoft?
Envision the Recovery: The L-Shaped Option
Intelís Visibility Only Half the Battle
PeopleSoft Gaining on Oracle
3 Wireless Plays for 2002
Oracle Under Pressure
Isis Pharmaceuticals Inc. May Hit Psoriasis Pay Dirt
Analysts Predict i2 Technologies Inc. Comeback
Fund Managers Say Get Real
Sanmina Canít Buy Demand
TiVo Winning Converts
How to Profit From a Shakeout