Uncle Frank:
I too have been quietly watching the discussions surrounding GM's putdown of Q, including Mike's very thoughtful commentary, GDI's protests, and so on.
GM's position that the Wintel example may preclude the formation of future G's gave me pause....why then did he write, or help wirte, the book? Mike may have the same question formed in a different way.
To my mind, this ever so clearly illustrates that every serious technology investor absolutely needs to become near "expert" in his stock choices, and that he should reserve judgement in those areas where he has not done so.
Further, and essentially so, it illustrates the very great value we have right here in the thread you've established. We are a small group, in no way able to confir G-dom on any company. The companies we watch and study must execute, and the chains in which they operate must as well, for that to happen. The G's and those to come are like the immortals, we're just the watchers....and this thread is populated by some of the most intelligent watchers I've ever come across....smart enough to question the profs.
I don't doubt that GM monitors us. His effort dramatically altered my thinking about investing, and for that I do thank him. This thread has only made it better, and for that I thank you all. |
