Ms Schilke: Thanks for the PBS link. It reminded me that I wanted to order it, having not been able to catch the whole series.
bgg: Thanks for the history post. That is important to me. I share with HK a “textbook” background in FA. It grounds me from feeling that I'm at the tables in Las Vegas. However, I know, HK knows and textbook FA iterates your well founded statement of going beyond the numbers.
The process of arriving at a “value” in terms of present value of future earnings and how that value relates to price, and probability of appreciation as a function of time and degree, is why there is a market, if I'm not mistaken. COMS and CSCO wouldn't trade if
there weren't differences in the process.
Notwithstanding the above and that it should not be a revelation to anyone on the thread, understanding the industry and keeping up with it is a strain, even if you are involved in the business. In your posts, you have correlated the fortunes of CSCO with the multi-protocol “router” and COMS with the LAN “switching device” while indicating anticipated sizeable growth in “carrier presence”. At the risk of being elementary, could you elaborate the relationship of those. I keep a glossary window open and I have only missed a few doses of Ginkgo Biloba, but the synapses are not clicking on that.
HK: Welcome home. I apologize for mistaking "banter" for acrimony. I forget that bullets in print are inconsequential when compared to the alternative. I see your adrenalin is down. bgg is just probably younger and his lasted longer.You have to agree, there is logic to his investment comments. I'll learn from wherever I can. If my portfolio was perfect, I wouldn't be a member of SI.
My rear end is getting sore from sitting on this fence. I'd rather read the posts of the those more knowledgeable than I. |
