GST: with all due respect, and I mean this most sincerely, you either get the inuts or you don't. And a lot of very smart folks fall into the latter category, so I do not mean to be demeaning or elitist here.
If you haven't already done so, you might want to read the book The Gorilla Game, by Geoffrey Moore. It may help in at least understanding the position of the inet bulls, whether or not you choose to agree with that position.
All I can say is that that by reading that book in 4/98, it set the stage for the subsequent dramatic change in my economic well-being.
Without meaning to sound trite, the inet revolution is only in its second inning. Granted, that fact must be viewed within the context of macroeconomics, stock market valuations, and all the rest. But ultimately, it continues to unfold, and in fits and starts, stock prices reflect that revolution. My belief is that we are now witnessing the beginnings of another one of those 'starts.'
Rob |
