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Amazon: The Blind Men & the Elephant
The crux of the bull/bear split is bulls believe we see much of the elephant
while bears latch onto pieces -- the tail usually, or an ear -- and attempt
to extrapolate from there.
Dell: On the Dinosaur Track
This stock and company are falling for precisely the same reason they
ascended so spectacularly. They are in trouble because of the pace of change
E*Trade, C*Schwab, and a Little H*rse Sense
An E*Trade stockholder looks to customer demographics to determine if account
size matters. His conclusions are just a click away.
Apple: Dancing in the Aisles of Sears
A Texas Fool and Apple fan stops by Sears to see how the iMac is faring. The
blueberry model is up and running! So put on your lunatic fringe and share
his adventure. "It just keeps getting better...."
Fools on TheStreet.com. Wrong? Right?
TheStreet.com investors should be asking two questions. What barriers to
entry are there to the creation of more financial Web sites? How many
financial Web sites can the Internet profitably support?
Starbucks: Real vs. Internet Dollars
Is that anything like real vs. decaf? Or is it the other way around? Either
way, this Starbucks Fool thinks the company's Internet strategy is "a major
blunder for shareholder value."
Compaq, CMGI. CMGI, Compaq.
Compaq investors give CMGI the once-over following the AltaVista deal. "Maybe
it's not such a bad deal after all..." says Oldguy50. ENeusner looks at the
Internet incubator's "very one-dimensional portfolio of emerging companies"
and wonders if Compaq laid an egg.
Excite@Home, AOL, and Free ISPs
Can free ISPs work in the U.S.? Will they oust AOL from its Kingdom? Will
Excite@Home ever be free? Can ad revenues alone pay the bills?
Greenspan Is A What?