Heinz Blasnik- Views You Can Use Message Board

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Strategies & Market Trends : Heinz Blasnik- Views You Can Use

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To: GraceZ who wrote (3208)	7/25/2003 3:56:16 AM
From: LLCF	Read Replies (1) of 4907

<I guess the irony is completely lost on you guys. You're stuck on the fact that with all the value added by the Internet and computers, that you got rich betting against it.> I dont' see anyone stuck on that, I see people showing how Guilder didnt' make much sense for real economics and business, but blabbed theoretical hope: Message 19145081 Message 19145095 Message 19144829 Perhaps this post is 'stuck' on extrapolating some personal experiece however :))) : Message 19145117 <The value is there, it just can't be monetized in the way that people wanted it to be and it was as destructive as it is constructive. > That's what productivity IS, that was what everyone was saying. Message 19145159 Everyone here [we guys] seems to simply be saying the expectations were unreal: Message 19145005 <<Not because Gilder was wrong and Heinz was right. They were both wrong and both right but in different ways.>> Actually that's not true, Heinz was right. He specifically went over in detail how Micheal's point would pan out... the malinvestment involved and the rosy scenario of Guilders simply being too rosy based on that massive investment. He never said technology wouldn't end up being great, or that it wasn't already 'great'. That turned out to be right on. DAK

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