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8/10/99
"Getting Real" @Home
@Home's share price collapsed Monday on rumors (later denied) that AT&T might be bypassing @Home in favor of a high-speed access deal with America Online. True or not, the reports were an occasion for insightful discussion.
8/10/99
AOL, and AT&T's Denials
There's an old saying: Never believe anything until it is officially denied. Fools parse the press releases after AT&T declares that it stands behind its stake in @Home.
8/10/99
thestreet.com Versus... Us!
Is TheStreet doomed to die in the wake of Global Foolish Domination? Or is there room for everybody online?
8/10/99
Amazon: Now What?
"Given that nobody on earth has a convincing earnings story for Amazon, I humbly predict the following..."
8/10/99
Intel: A Rule Breaker?
The Rule Maker Portfolio is putting its latest $500 investment behind Intel -- but hints of increasing competition among chipmakers has at least one Fool expressing doubt about INTC's gorilla credentials.
8/10/99
EMC Corporation: Sleeping with the Enemy?
"EMC is purchasing IBM disk drives, while IBM is trying to move into EMC's market. I wonder if EMC's management is comfortable with that..."
8/10/99
Waiting for eBay's Competition
"The question is, what IS it going to take for someone else to take enough of eBay's market to be a viable competitor? Until that happens, eBay is in no danger, no matter how badly they screw up their operation."
8/10/99
Cisco Invests in KPMG
At first blush, it might seem unusual for a company like Cisco to get involved with an accounting firm like KPMG. Are there opportunities here? Or is it yet another case of "diworsification"?
8/10/99
MSFT: What Makes Bill Run?
"Mr. Gates has enormous personal wealth. Why doesn't he retire and enjoy the rest of his pathetic life?" Check out this sometimes contentious, always lively discussion.
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