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At Home Says It Will Seek Chapter 11 Protection
At Home, which does business as Excite@Home, has filed for bankruptcy protection; it says it has enough cash to continue operations through the bankruptcy proceedings. (9/29/2001 at The New York Times)

The Best Net Stocks Are Yet To Come
Theory: just as the pioneers of the PC revolution - Osborne, Kaypro, and Atari - failed and were supplanted by later startups, the commercial pioneers of the Internet - Amazon, Yahoo, etc. - will be replaced by companies that nobody has heard of yet. (3/1/2001 at Forbes)

Cargo Cult: Ask Not for Whom the Internet Bubble Bursts, It Bursts for Thee
The "good old days" of huge investment in unproven people running unprofitable dot-coms are, most likely, over. (4/26/2001 at PBS)

Covad to File for Bankruptcy
Covad, the U.S.'s largest independent DSL provider, has filed for Chapter 11 bankruptcy in an attempt to cancel its debts and become profitable. (8/7/2001 at InternetNews.com)

In a Paradox, a Dot-Com Finds Itself With Too Much Cash
Stamps.com, with a market cap of $137 million, is sitting on $213 million in cash; after dealing with a lawsuit, the company may distribute some of that cash to shareholders. (4/23/2001 at The Industry Standard)

Less Burn, More Lift
"Internet companies have all made the same strategic shift: From 'Get big fast' to 'Cash is king.' But how do you conserve cash without throttling back on growth? How do you spend less without missing huge opportunities?" (3/13/2001 at Fast Company)

Round Two: In Which Bob Admits a Big Mistake Then Attempts to Redeem Himself With Readers by Saving Wall Street
Round1 Private Capital Marketplace is a startup which is building software to automate the financing of pre-IPO companies, bringing transparency and simplicity to the world of finance. (3/15/2001 at PBS)

Siebel: Opportunity Abounds in Lousy Economy
Siebel Systems President Tom Siebel predicts that the global economy will continue to worsen, but that solid companies will continue to make a profit. (3/15/2001 at ZDNet)

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