Merlin,
I think you're being a little too generous, at least in the specific instance. We need to separate two levels of analysis: the general framework of the game and how it operates, and the operationalization of that framework in terms of specific companies, sectors, etc. Moore clearly has made some major conceptual breakthroughs in the first, but he seems a bit slapdash when dealing with the second.
It takes nothing away from his original insights to point out that this thread has done a better job than he has over the past year in applying them to real companies in real time. I think that's partly because so many of us now are so heavily invested in a very few gorillas and kings--we have a lot riding on our judgments, that is, in a way Moore may not.
I've been in situations before that are somewhat analogous. A senior professor writes a big book or comes up with a new theory, for example, but top young graduate students are better at implementing it or tinkering with it. Anyway, I have nothing against Moore, and am obviously extraordinarily grateful to him for what he has given us all. But I'll take our collective judgment over his, thank you very much, and I advise anyone who thinks that comment is overly arrogant to search the thread archives for Moore and the Q to see how y'all showed him up in the spring.
tekboy/Ares@nuffsaid.com |
