RULE MAKER PORTFOLIO

Rule Maker Portfolio
2000 Archives

1999, 1998

January, February, March, April, May, June, July, August, September, October, November, December

December

• 12/29/00 - How to Find Rule Makers
• 12/28/00 - Cisco's Aggressive Call
• 12/27/00 - What's Wrong With This Market?
• 12/26/00 - Intel's Pentium 4 Comeback
• 12/22/00 - Better Brand, Better Investment
• 12/21/00 - Wireless Struggle Over the Airwaves
• 12/20/00 - Don't Bet on Patents
• 12/19/00 - Conservative Investors Sleep Well
• 12/18/00 - Evaluating the Internet
• 12/15/00 - Is Pepsi Beating Coke?
• 12/14/00 - Want to Sell?
• 12/13/00 - Intel's and Cisco's Market Opportunities
• 12/12/00 - Don't Write Off Intel
• 12/11/00 - Microsoft's Long-Term Muscle
• 12/08/00 - No More Tax Surprises
• 12/07/00 - Schwab and Enron Manage the Internet
• 12/06/00 - Cisco's Lending Habits
• 12/05/00 - Assessing Pfizer's Pipeline
• 12/04/00 - Yahoo! vs. Gap
• 12/01/00 - Wireless Propaganda

November

• 11/30/00 - A Sustainable, Defensible Business
• 11/29/00 - Reducing Revenue Abuse
• 11/28/00 - JDS Uniphase: The Thrill of Disclosure
• 11/27/00 - How to Endure Bear Markets
• 11/24/00 - Qualcomm vs. Nokia
• 11/22/00 - Pfizer Working That Working Capital
• 11/21/00 - Coke's Bottling Woes
• 11/20/00 - Putting Your Money Online
• 11/17/00 - Microsoft Challenges Yahoo!?
• 11/16/00 - 3G Wireless Future Is Long Way Off
• 11/15/00 - Games Companies Play
• 11/14/00 - Eyeballing Cash Flow
• 11/13/00 - The Great Debate
• 11/10/00 - Four Tips for Disciplined Investing
• 11/09/00 - Shrinking Margins for Microsoft, Intel
• 11/08/00 - More Growth for Cisco
• 11/07/00 - Valuing Rule Makers
• 11/06/00 - A Simpler Way to Invest
• 11/03/00 - Why Qualcomm Isn't a Rule Maker
• 11/02/00 - Character of a Foolish Investor
• 11/01/00 - Analyzing JDS Uniphase

October

• 10/31/00 - Retiring With Rule Makers?
• 10/30/00 - Tracking Your Success
• 10/27/00 - Schering-Plough, T. Rowe Price Update
• 10/26/00 - Coke Regains Focus
• 10/25/00 - Intel in the Groove
• 10/24/00 - Nokia Grabs Market Share
• 10/23/00 - Thoughts on Retirement
• 10/20/00 - Unanswered Questions at Microsoft
• 10/19/00 - AMD and Intel Fight for High End
• 10/18/00 - My Investment Mistakes
• 10/17/00 - Five Tips for Buy-and-Hold Investors
• 10/16/00 - Yahoo! Gets Hammered
• 10/15/00 - Five Tips for Buy-and-Hold Investors
• 10/13/00 - Cisco, Nortel, and Lucent
• 10/12/00 - An Investing Legend Speaks
• 10/11/00 - Five Reasons Not to Buy
• 10/10/00 - Nokia's Price Is Right
• 10/09/00 - A Vote for Yahoo!
• 10/06/00 - Answers From AmEx Brokerage
• 10/05/00 - Intel Spreads Out
• 10/04/00 - What's Up With Intel?
• 10/03/00 - Are We Really Beating the Market? Part 2
• 10/02/00 - Thanks to The Quiz

September

• 09/29/00 - Are We Really Beating the Market?
• 09/28/00 - Microsoft's Split Personality
• 09/27/00 - American Express Changes Fees
• 09/26/00 - Rule Maker to Sell Gap
• 09/25/00 - A Businesslike Approach to Investing
• 09/22/00 - Watch the Business, Not the Stock
• 09/21/00 - Smart Reasons to Sell
• 09/20/00 - Should We Sell Gap, Part II
• 09/19/00 - Focus on the Best
• 09/18/00 - Investing Isn't Rocket Science
• 09/15/00 - Should We Sell Gap?
• 09/14/00 - Advanced Micro Devices Closes In
• 09/13/00 - Net Margin Target Increased
• 09/12/00 - JDS Uniphase's Profit Core
• 09/11/00 - Yahoo! on Sale
• 09/08/00 - Are Auditors Independent?
• 09/07/00 - Lawsuits Cripple Capitalism
• 09/06/00 - Something Old or Something New?
• 09/05/00 - Coca-Cola Enterprises Steps Up
• 09/01/00 - Hammering Away at Intel's iTanium

August

• 08/31/00 - The Emerging Service Model
• 08/30/00 - Keeping the Cash Rolling In
• 08/29/00 - Comparing Cisco and JDSU's Ledgers, Part 2
• 08/28/00 - Rule Maker by the Numbers
• 08/25/00 - Will Lycos Help Yahoo!?
• 08/24/00 - Making Simple Things Hard
• 08/23/00 - Merger Boosts Pfizer's Cash
• 08/22/00 - Accounting for Cisco and JDS Uniphase
• 08/21/00 - EMC vs. Network Appliance
• 08/18/00 - Is AMD's Chip Better Than Intel's?
• 08/17/00 - From Rule Breaker to Rule Maker
• 08/16/00 - Cisco's Cash Flow
• 08/15/00 - Nokia's Edge
• 08/14/00 - EMC's Operating Leverage
• 08/11/00 - Gap's Big Sell-Off
• 08/10/00 - Buried Treasure
• 08/09/00 - Why Can't Intel Meet Demand?
• 08/08/00 - Gap Looks Winded
• 08/07/00 - Lucent vs. Cisco: Go With the Flow
• 08/04/00 - How to Grow a Business
• 08/03/00 - Cluelessness Before Foolishness
• 08/02/00 - JDS Uniphase's Delightful Earnings
• 08/01/00 - American Express Fattens Up

July

• 07/31/00 - What Happened to Nokia?
• 07/28/00 - Coke Is Back in Black
• 07/27/00 - Where's Coke's Marketing Magic?
• 07/26/00 - Rule Maker's 10% Solution
• 07/25/00 - Sears and Avon Circa 1972
• 07/24/00 - Get Ready for Nokia Earnings
• 07/21/00 - Microsoft Huffs Through Tough Year
• 07/20/00 - Microsoft Checkup
• 07/19/00 - Intel Looks Marvelous
• 07/18/00 - Entrepreneurial Investing
• 07/17/00 - Yahoo!'s Big Picture
• 07/14/00 - Answers to Flow Ratio Questions
• 07/13/00 - The Foolish Flow Ratio Paradox
• 07/12/00 - The Plan: Financial Independence
• 07/11/00 - Five Ways to Downsize Your Debt
• 07/10/00 - Yahoo! Earnings Preview
• 07/07/00 - Is T. Rowe Price a Has-Been?
• 07/06/00 - Evolution at Yahoo!
• 07/05/00 - Researching Rule Makers
• 07/03/00 - Rule Makers Can Relax

June

• 06/30/00 - Rule Maker Failures
• 06/29/00 - Dell Is a Lean, Rule Making Machine
• 06/28/00 - Dell's No Rule Maker
• 06/27/00 - Current Assets on the Balance Sheet
• 06/26/00 - Is Siebel Systems a Rule Maker?
• 06/23/00 - Is Berkshire Hathaway a Rule Maker?
• 06/22/00 - Eight Principles of Investing
• 06/21/00 - How to Win at Investing
• 06/20/00 - Dividends vs. Share Repurchases
• 06/19/00 - Brocade -- Emerging Rule Maker?
• 06/16/00 - Decisive Dollar Cost Averaging
• 06/15/00 - Lessons From the Money-Heavy Portfolio
• 06/14/00 - China: The True Rule Maker
• 06/13/00 - Nortel By the Numbers
• 06/12/00 - Lessons From the Simpleton Portfolio
• 06/09/00 - A Closer Look at Nortel
• 06/08/00 - A Broken Microsoft
• 06/07/00 - Will EMC Be the Next Rule Maker?
• 06/06/00 - When to Sell a Rule Maker
• 06/05/00 - Adobe Tops Macromedia
• 06/02/00 - The Case for Quality
• 06/01/00 - The Cola Marketing Wars

May

• 05/31/00 - Do Big-Cap Tech Stocks Mean Big Risk?
• 05/30/00 - Pfizer's Emerging Merger
• 05/26/00 - Zeroing In on Macromedia
• 05/25/00 - Should You Care About Book Value?
• 05/24/00 - Pfizer's Product Pipeline
• 05/23/00 - Share the Wealth
• 05/22/00 - Fools at the Confessional
• 05/19/00 - Adobe Vs. Macromedia
• 05/18/00 - Cash Flows and Portfolio Tracking
• 05/17/00 - Cash Flows and the Federal Reserve
• 05/16/00 - A Simple Method for Fundamental Analysis
• 05/15/00 - It's 10-Q Season
• 05/12/00 - Drilling Down on Adobe
• 05/11/00 - The Big Game
• 05/10/00 - The Cisco Kid Delivers Again
• 05/09/00 - Microsoft Ain't AT&T
• 05/08/00 - Yahoo! Brands Itself a Winner
• 05/05/00 - Intellectual Property Online
• 05/04/00 - Contracts, Secrets, and Bluffing
• 05/03/00 - You Gonna Patent That?
• 05/02/00 - Get Your Copyrights, Here!
• 05/01/00 - Trademarks: What's In a Name?

April

• 04/28/00 - Nokia Rings Up Another Powerhouse Quarter
• 04/27/00 - T. Rowe Price Holds Steady
• 04/26/00 - JDS Uniphase Sees Bright Future
• 04/25/00 - The Importance of Saving
• 04/24/00 - Why I Still Like Microsoft
• 04/20/00 - Foolin' with Coca-Cola
• 04/19/00 - Intel Looks Strong Inside
• 04/18/00 - Talkin' With Pfizer -- Part 2
• 04/17/00 - Market Drop Signifies Nothing
• 04/14/00 - Sizing Up Adobe
• 04/13/00 - Gutenberg Would've Loved Yahoo!
• 04/12/00 - What Is Free Cash Flow?
• 04/11/00 - Pfizer Aims to Please
• 04/10/00 - Bank Foolishly
• 04/07/00 - In Search of Rule Making Software Companies
• 04/06/00 - Investment Lessons from Hollywood
• 04/05/00 - Own the Best
• 04/04/00 - Coca-Cola vs. Kellogg
• 04/03/00 - The Upside of the Downslide

March

• 03/31/00 - The Software Advantage
• 03/30/00 - Funding from Operations: Doing It Old School
• 03/29/00 - YHOOX?
• 03/28/00 - Is Broadcom a Rule Maker?
• 03/27/00 - Yahoo! in Hypergrowth
• 03/24/00 - In Search of Rule Maker Industries
• 03/23/00 - Sleeping to Beat the Market
• 03/22/00 - Think Long Term
• 03/21/00 - The Missing Assets: An Introduction
• 03/20/00 - Microsoft vs. Coca-Cola
• 03/17/00 - Looking Under the Hood at Schering-Plough
• 03/16/00 - The Slapstick Nature of the Market
• 03/15/00 - The Crown Prince of Investing Speaks
• 03/14/00 - Intel: The Times They Are a Changin'
• 03/13/00 - Beating the Street
• 03/10/00 - A Rule Maker Evaluation of American Express
• 03/09/00 - The Need for Speed
• 03/08/00 - The Rule Maker Investment Process
• 03/07/00 - Sherlock on the Trail of Schering-Plough
• 03/06/00 - A Look at Abercrombie & Fitch
• 03/03/00 - The Zen of Rule Maker
• 03/02/00 - Yahoo!'s History and Infrastructure
• 03/01/00 - Buy 'Em When Everyone Else Hates 'Em

February

• 02/29/00 - Some Thoughts on Stock Options
• 02/28/00 - Crazy Market, Stocks Are for the Long Term
• 02/25/00 - Inside Intel Again: Merced vs. Crusoe
• 02/24/00 - Inside Intel Again: RISCing the Pentium
• 02/23/00 - Inside Intel Again: Cold Hard Cache
• 02/22/00 - Inside Intel Again: Microprocessor Design
• 02/18/00 - Stock Option Rebuttal
• 02/17/00 - Why Microsoft's Stock Options Scare Me
• 02/16/00 - How to Beat the System
• 02/15/00 - JDS Uniphase's Growth Continues
• 02/14/00 - Buying Nokia and JDS Uniphase
• 02/11/00 - A New Rule Maker Criterion
• 02/10/00 - Internet Security
• 02/09/00 - Another Stellar Quarter for Cisco
• 02/08/00 - Pfizer Buys Warner's Cash Flow
• 02/07/00 - AOL: Advertising Tollbooth
• 02/04/00 - Report Card for T. Rowe Price
• 02/03/00 - Disrupting the Publishing Industry
• 02/02/00 - Nokia's Bang-up Earnings Report
• 02/01/00 - Character of a Foolish Investor

January

• 01/31/00 - The Mobile Information Society
• 01/28/00 - R&D: A Key to Biotechs
• 01/27/00 - Son of DIVX: DVD Copy Control
• 01/26/00 - Why Nokia Rules the Roost
• 01/25/00 - A Review of Pfizer's Results
• 01/24/00 - Is American Express a Finance King?
• 01/21/00 - The Return of the Unified Fool Portfolio
• 01/20/00 - AT&T -- The Elephant Wakes Up
• 01/19/00 - Microsoft: Smacked by Expectations
• 01/18/00 - Is JDS Uniphase a Rule Maker?
• 01/14/00 - A Case for Home Depot
• 01/13/00 - Is JDS Uniphase a Rule Maker?
• 01/12/00 - Another Solid Quarter for Yahoo!
• 01/11/00 - Is Cable & Wireless the Telecom Rule Maker?
• 01/10/00 - Building a Unified Fool Portfolio
• 01/07/00 - Building a Unified Fool Portfolio -- Part 1 of 2
• 01/06/00 - LinuxOne: The Beauty of a Bad Example
• 01/05/00 - JDS Uniphase Revisited
• 01/04/00 - Telecommunications Rule Makers?
• 01/03/00 - Selling the Fool Four