Godzilla talk......
Sorry for my previous rant post. Even if one has never invested in shares of a Godzilla, in terms of how that particular space plays out and what kinds of business models survive - I think it is an interesting study to see what the elements are of those models that have allowed them to survive to date and will allow them to survive in the future. Don't get me wrong, I would much rather have the majority of my investment money placed in the picks, tools and shovels that allow those companies to exist in the infrastructure. I could have carried the entire conversation on over on the Godzilla thread, but I'd be talking to myself if I did. <ggg>
No need to apologize for the rant. However, exposing your lance outside of your tights is another thing entirely. <g>
Bruce, I'm very pro-internet, and pro-godzilla understanding. As a reminder, may I mention that I brought Exodus to the Thread a year ago, and discussed at some length here whether it was royalty or godzilla in nature? There were some who actually preferred I discuss Exodus elsewhere, but I always and still do maintain that The Internet is too big to not discuss here. The Godzilla chapter calls Exodus a Godzilla, but I disagreed then and earlier this year with that.
The Godzilla thread did die, and because the Internet is just too big, and also because of this thread's interest in the effects of "the network effect", we should have an opportunity here to discuss internet companies. JMHO.
best, Apollo |
