Table: The Up-and-Comers
Runs human-resources software. With customers like Bank of America, it may have staying power. Stock is at $12, up 18% since its June, 2000, IPO.
The king of delivering Web-site security as a service. One of the few ASPs with an operating profit. Stock is at $56, down 78% from its peak, so this could be a buying opportunity.
NOT YET PUBLIC
Web-browser pioneer Marc Andreessen's startup manages computer and software operations for e-businesses. It has filed to go public.
Combines products from a handful of software makers into a single offering dished out over the Web. It's a novel approach, but with the first customers announced just five months ago, an IPO is not imminent.