Hi Mike:
You designed that poll question like an expert politician---seemingly rolling several issues in to one and making it very difficult for anyone to choose the option of supporting Shannon’s participation on this thread.<g> For example, if the choice is between ignoring Shannon or having Uncle Frank run a moderated thread, I would rather ignore Shannon on this particular thread. Since this is Frank’s house, I will refrain from going into what concerns me about the idea of Uncle Frank running a moderated Gorilla thread. However, I am generally unenthusiastic about anyone running a moderated Gorilla thread.
The poll question also seems to be phrased to choose between Paul and Shannon. The fundamental purpose of this thread for me is to winnow and identify companies with winning strategies in high technology, which I distinguish from identifying winning investments. Paul is an absolutely critical contributor in that process. Shannon could be a very valuable contributor in what I view as step two of the investment process, that is developing intrinsic value estimates for companies that we have identified as having the winning strategies. However, if we do a poor job on step one, then step two is wasting time. So again, I would reluctantly give up Shannon rather than alienate a critical core contributor like Paul. I suppose I can engage Shannon in discussions elsewhere if the thread leadership is too irritated by his posts.
So given your choices, and the undisputed fact that you and UF are the thread leaders here, I will go along with not engaging Shannon in discussions on this thread, but I am doing it as kind of a choosing the lesser evil of several evils, feeling that a moderated Gorilla thread or discouraging a core contributor like Paul would be a worse fate.
Best regards,
Huey@criesuncle.com
P.S. By the way, UF hasn’t exactly been timid in the shots he has fired at JS, having suggested a few months back on the Q Buy Range that JS was part of a roving band of naysayers that go from thread to thread deliberately spreading accounting fud. Frank didn't name names, but it seemed fairly obvious that JS was his target. The fact that JS tossed a couple of softballs back doesn't surprise me, but JS should have never tried lobbing those shots back in Frank's house. A man's home is his castle. |
