network fails on reboot, xp pro - latest updates the cause?

On july 13th i installed the following 5 updates:
KB839645
KB841873
KB840315
KB842773
KB823353

And starting this morning, after rebooting my machine, my network does
not work. I have an IP address of 0.0.0.0 and it also says i've sent
several billion packets, even though the machine has been up and running
less then a minute (0 packets received).

The repair button fails, and using ipconfig /renew i get an error saying
it fails to find some file (doesnt say what file). Rebooting doesnt help
since it just puts me back where i was.

The only way i have found to correct this is to go into the network
properties, manually enter in ANY ip address and click apply. Then go
back and set it back to use DHCP and click apply. It then works.

Its not a problem with my home network since i have a 2nd machine which
works fine. I'm not sure if one of those updates is the cause, but thats
the only thing i've installed recently on this machine.

Anyone have any ideas?