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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (17235)6/14/2003 8:11:57 PM
From: Grommit  Read Replies (1) of 78774
 
avoids -

my comment was somewhat tongue-in-cheek, but hopefully with some grain of truth in it. Jurgis's answer was fine.

I think barriers to entry are a factor in my thinking. And J Clarke's comments are good too. There are no rules here that cannot be overcome. But in looking just now, I do not have a single service company in my portfolio. So evidently, I have this rule hard-wired into my mind set.

So perhaps the bar is raised or lowered by all of us based on our personal preferences and prejudices for each individual piece of data.

Q: Is being a cliche expert a full-time job?
A: Bottom line is I have a full plate 24/7.
Q: Is it hard to keep up with the seemingly endless supply of cliches thatspew from business?
A: Some days, I don't have the bandwidth. It's like drinking from a fire hydrant.
Q: So it's difficult?
A: Harder than nailing Jell-O to the wall.
Q: Where do most cliches come from?
A: Stakeholders push the envelope until it's outside the box.
Q: How do you track them once they've been coined?
A: It's like herding cats.
Q: Can you predict whether a phrase is going to become a cliche?
A: Yes. I skate to where the puck's going to be. Because if you aren't the lead dog, you're not providing a customer-centric proactive solution.
Q: Give us a new buzzword that we'll be hearing ad nauseam.
A: "Enronitis" could be a next-generation player.
Q: Do people understand your role as a cliche expert?
A: No, they can't get their arms around that. But they aren't incented to.
Q: How do people know you're a cliche expert?
A: I walk the walk and talk the talk.
Q: Did incomprehensibility come naturally to you?
A: I wasn't wired that way, but it became mission-critical as I strategically focused on my go-forward plan.
Q: What did you do to develop this talent?
A: It's not rocket science. It's not brain surgery. When you drill down to the granular level, it's just basic blocking and tackling.
Q: How do you know if you're successful in your work?
A: At the end of the day, it's all about robust, world-class language solutions.
Q: How do you stay ahead of others in the buzzword industry?
A: Net-net, my value proposition is based on maximizing synergies and being first to market with a leveraged, value-added deliverable. That's the opportunity space on a level playing field.
Q: Does everyone in business eventually devolve into the sort of mindless drivel you spout?
A: If you walk like a duck and talk like a duck, you're a duck. They all drink the Kool-Aid.
Q: Do you read "Dilbert" in the newspaper?
A: My knowledge base is deselective of fiber media.
Q: Does that mean "no"?
A: Negative.
Q: DOES THAT MEAN "NO"?
A: Let's take your issues offline.
Q: NO, WE ARE NOT GOING TO TAKE MY "ISSUES" OFFLINE.
A: You have a result-driven mind-set that isn't a strategic fit with my game plan.
Q: How can you live with yourself?
A: I eat my own dog food. My vision is to monetize scalable supply chains.
Q: When are you going to quit this?
A: I may eventually exit the business to pursue other career opportunities.
Q: I hate you.
A: Take it and run with it.
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