February 8, 2001
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It's Not the Market's Fault -- It's Cisco's Amazon.com: Principles and Realities Plea for Biotech Questions! AMD, Intel, and Cisco Is the Fool Slighting Qualcomm? EMC and Network Appliance: Either/Or? What's Killing Coke? GE for the Long Haul Apple and the Yadda Yadda Yadda Jazz: The Lost Episodes
"While the analysts claim a slowing economy is slowing Cisco's growth, the truth is it's a combination of horrible acquisitions, a poor 'New Economy' plan, and John Chambers driving off his best talent."
Does Amazon still have a place in the Rule Breaker Portfolio? Would selling be a foolish (lowercase) betrayal of principles, or a Foolish (uppercase) acknowledgment of new realities?
TMF Tom9 will be interviewing the head of biotech firm Diversa this Friday. Got questions? Tom will do his best to get answers.
Applying the example of Cisco to AMD and Intel, a Fool cautions against putting too much emphasis on past performance. "It's not a reliable indicator of future performance, and the future is what we are most concerned with, no?"
"It's a bit of a head-scratcher that the Fool hasn't recognized Qualcomm for what it really is," says an observer on the Qualcomm board. Will running the company through the Rule Maker and Rule Breaker criteria turn up the answer?
The two storage makers compete, but is the contest really as either/or as it's made out to be? Is the marketplace big enough for the two of them?
This Fool thinks Coke's upper management suffers from an arrogance that is killing the company. Is there hope left for the company that brought the world "The Bubbling Nectar of the Gods"?
New to investing, spitzburgh took the plunge with General Electric, but wonders what difference the new CEO will make.
An encounter with a computer salesman at a major chain leaves this Fool unimpressed with how Apple is being represented at retail.
Sinfonian offers highlights from the legendary lost episodes of Ken Burns' 144-hour documentary, Jazz.
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