| | | Why do we folks bother to reply to this guy? He has an obvious patTERN.
Well, I always try to finish what I start, and my posting is a little infrequent due to being behind in reading posts, due to a recent trip to E. Kentucky.
But, yes. RB skips over the facts to play his own version of the song like a broken record.
I find it interesting, even though tedious, because there are so many like him. It is somewhat fascinating to me that some obviously intelligent person can view the same facts as me and arrive at such a conclusion so obtuse to my own. It makes me question the validity of my own interpretation. After all, as an investor, one is risking at least part of one's wealth on foregone observations to predict a future outcome.
So far, though, my belief system is still intact. I see Apple as a complex organizational enterprise in management transition under the stress of being a recent high achiever. The stress comes from the innate desire to continue to top previous achievements, having raised the bar for themselves and others to very high, yet not impossible, levels. I see their product ecosystem as very beneficial to consumers that use it, and unmatched by any competitor. The product ecosystem is still new, and as such is still flawed and in need of refinement. However, with the WWDC keynote address I am encouraged that the process is not broken. I liked what I saw.
I think I'm beginning to see that people with different backgrounds and experiences, though they may be looking at the same facts, use different frameworks of reason to sometimes arrive at polar opposite conclusions. We see that a lot in religion. I suppose it is the abstract nature of predicting the future based on the present that leads to the contradictions of opinion. While each of us forms our logical framework of interpretation based on the certainty of individual knowledge, none of us have all of the knowledge that would be required to come to the same conclusion. So, most of us engage in this dialectic to confront the bits and pieces that are missing. Some people seem unable to engage the dialectic to that end and instead use it as their soap box to apostle-ize for their convictions. |
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