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jeffbeetoday at 2:11 AM2 repliesview on HN

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.


Replies

cyberaxtoday at 7:12 AM

Yeah, hardware companies got hit hard. But dotcom also coincided with the de-industrialization era, with manufacturing moving out of the US, with a double whammy of commodization. So it's hard to disentangle the causes.

And then I can't really remember many Internet-focused software pick&shovels companies from that era. I was only starting my professional career at that time, though.

fragmedetoday at 2:37 AM

Qwest