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.
3Com / US Robotics - dead
Nortel - dead
Global crossing - dead
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.
Microsoft - doing fine
Netscape - dead (server) and/or dying (Mozilla)
Intel - almost dead
Palm - dead
Qualcomm - still around
> Cisco is doing great.
https://totalrealreturns.com/s/CSCO