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Is Yahoo an Infrastructure Play?
"I prefer to approach the 'Net sideways, through companies that are building the infrastructure, providing essential services, and benefiting from its expansion." Does Yahoo! qualify as an infrastructure play -- and if so, how?
MP3.com: The Sound of Money?
The record industry couldn't stop it. Portable MP3 players, car MP3 players, and shelf systems are already on the market. Music fans want their MP3. But does that add up to the sound of money?
Red Hat Trick: Microsoft Linux 2000
Linux is open source freeware. Red Hat really owns nothing but the name Red Hat. What would stop a huge company like Microsoft from making its own Linux? Could MSFT have a Red Hat trick up its sleeve?