Microsoft - doing fine
Netscape - dead (server) and/or dying (Mozilla)
Intel - almost dead
Palm - dead
Qualcomm - still around
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.
INTC shot up >300% in the past 8 months and is now at its highest stock price ever, fwiw.