Judith,
You wrote: Plus, they are just plain fun to puzzle through.
I had the neatest career I could possibly have imagined for myself. Everywhere I went, the people I talked to were making something that had never been done before. They were dedicated, innovative, highly imaginative men and women who relished their work and were proud of it. Many, many of them were college dropouts, more ready to invent things well beyond the levels of their class work than to hang around for a degree and "miss Christmas" as some of them put it.
All but a few of them had trouble communicating because their focus was on the "thing", not it's benes. That part was my act and while I understood it, I never put all of it in the same kind of orderly thought that GM and friends did. I could see how the electronics industry was an orderly structure (I likened it to the tire business) in the tradiitional American commerce fashion, but the notion of chasm, bowling alley, main street etc never dawned on me.
So that's why TFM was such a big deal for me.
I most emphatically agree with you that the companies we watch will continue to invent, to push the envelope, to give us all new things and new opportunities.
So here I am, retired, many years away from day-to-day contact with this technology field, doing my woodworking for funzies and comic relief, and still fascinated with what once drove me to the office by 7:00 am. Actually, living on the West Coast again, that's now 6:00 am.
We'll get through this, and so will the companies we watch.
Keep your head, guard your capital, and get set for another leg up...but please, give this leg down time to spend it's energy.
Best to you,
Chaz |
