re: stellar management,
Doc, All,
How do you define 'good management?'
And does it matter if the package they are selling turns out to be a total anachronism in two years? Not saying that it will, but there is some likelihood of this happening if they don't watch themselves.
Could good management still make a go of an anachronism? Obviously, they could for some sustained interim period, if they put on the right face and press enough flesh in the right places (no, no, I didn't mean that... rather, their owners and in Washington, is what I meant).
I suppose that that's the bottom line. Salesmanship. Do they have it? Or, do you sense a bit of inner conflict within home that wont go away anytime soon? I sense it. I think most other observers also sense a notable degree of inner-conflict, conflict which is not being helped any by the uncertainties surrounding their "safety blankets," i.e., their exclusivity deals, the double-edged devices that they are.
They're locked into a model which, even if they could expand on it, or transform it into something truly marketable in a pluralistic way, they cannot right now, leastwise not on their own.
Despite the short term surety that they provide, I regard those safety blankets as the most detrimental forms of inhibitors, as their biggest disincentives, going forward. Without those blankets which tether them to the past they would have the wings and the persona to spring outward and up just like any other bubbler with high potentials during this window of opportunity for good 'net companies.
Instead, they are locked into the rules of someone else's home right now, not their own, and like any good visiting guest they do what they must, while their hosts are still watching.
There, I've said it. Comments and corrections welcome.
Regards, Frank Coluccio
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