February 20, 2001
Goofy AOL Research Cisco, the Fool, and the Future AMD Hammer Aimed at Intel's Kneecaps Wintel Without the "Tel"? Genome Seminar Report: Part One Genome Seminar Report: Part Two Responding to Rambus Allegations "Disney Should Reorganize" Ballard and the Need for Power Intel: Dead Money?
In what might be a revealing microcosm of AOL's dominance around the country, GoofyHoofy conducts a neighborhood survey of email domains with some surprising results.
One Fool's perspective on the current economy, Internet ad revenues, and the sudden skid in Cisco's growth leads to some ideas about where we go from here.
"With AMD staying lockstep with Intel and the prospect of the Hammer series coming out to compete against the Itanium, Intel is headed for serious trouble."
Rumor has it that Microsoft will support new processors from both Intel and AMD, not least because the Intel Itanium will require software to be rewritten for it.
Fool GidgetCat attended the Genome 2001 Seminar in San Francisco and gives the Celera board a full report of the first day's events and Celera's presentation.
GidgetCat's report continues with details of the final day at Genome 2001, with a synopsis of the closing lecture by Celera chief, Dr. Craig Venter, "the man who sequenced the human genome."
A recent EBN article contends that Rambus appropriated memory design ideas in a "secret scheme to take over the global DRAM intellectual property business." Is Rambus a rule breaker of a different kind? "Not so," says one Fool.
The board debates a Fool's suggestion that Disney form a new holding company with a name that would shield its amusement parks from controversies created by its other businesses.
"There have been a number of posts debating how our future energy supply would be influenced by politics, big-company greed, conservationism, environmental regulations, etc. In the long term, however, the final arbiter has usually been physical necessity."
"I think Intel is a great company and I would like to own the stock. But what has concerned me is that given the sheer size of Intel, it will have great difficulty growing rapidly enough to justify a higher stock price."
Goofy AOL Research
Cisco, the Fool, and the Future
AMD Hammer Aimed at Intel's Kneecaps
Wintel Without the "Tel"?
Genome Seminar Report: Part One
Genome Seminar Report: Part Two
Responding to Rambus Allegations
"Disney Should Reorganize"
Ballard and the Need for Power
Intel: Dead Money?