Anthony rants and raves in various directions while the underlying common current, it seems to me, is anger and the desire to tear apart. In his earlier career it was achieved at the hands of clients. I don't mind if, now, he wants to destroy companies like those he used to work for but when he wants to throw everything but himself into his overladen and overworked new bag, it suggests a loss of perspective.
First, I do not think Gilder should take lock-up dates into consideration with respect to his comments, or their timing, in his letter, even if he does know about them. But I would prefer that he not even know about them or even try to know about them. He should spend his time doing what he does best. He should say what he sees when he sees it, period.
If he considered lock-up dates at all it would it not constitute a compromise of his principles? Further, Pat has made a convincing case that lock-up dates have intricacies and complexities that make them almost deserving to be a separate area of study. In fact, if I didn't have "page down" I would be looking for an Elian like pescadoro to fish me out of lock-up date confusion. I hope Gilder isn't wasting any time on this issue. We have a guy who can provide an entertaining and insightful understanding, and a more than fairly accurate articulation of his vision, on an area of importance to us all (in one way or another). Why does anyone want to try to turn him into an accountant? (The IRS is doing a good enough job in that respect on all of us. Even Anthony would agree. No?) |
