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July 11, 2001

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Rambus: Comparing the Teams
In the game of Gorillas vs. wannabes, the board tries to predict winners from the CPU, chipset, boxmaker, memory maker, and memory designer industries.

Lucent Restructures
"Looks like Lucent is going to take the AT&T approach and break itself up into smaller pieces." Is there any hope that the sum of the parts will be greater than the whole? History indicates otherwise.

How Was Intel's Quarter?
Check out ValueNut's comprehensive spreadsheet, which represents his best estimate of Intel's earnings for the quarter just ended.

The Census and Emerging Markets
The face of America is changing, and the demographic shift may soon become a factor in consumer goods and services. Should investors start looking now for new opportunities?