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To: ratan lal who wrote (29164)9/10/1999 1:11:00 PM
From: Glenda King  Read Replies (1) | Respond to of 93625
 
edit

I refuse to dignify such idiocy with a response.

Glenda



To: ratan lal who wrote (29164)9/10/1999 1:28:00 PM
From: richard surckla  Read Replies (2) | Respond to of 93625
 
ratan lal, I'm not speaking for Glenda, but I suggest you go back and re-read her post. Never did she say she didn't have to know anything about what she was buying, only that she didn't need to know all the tech info, and I agree with her.



To: ratan lal who wrote (29164)9/10/1999 3:31:00 PM
From: George the Greek  Respond to of 93625
 
The little run of debate between Ratan and Glenda
on this missive gave me some good entertainment.

But I do not find Ratan to be idiotic - far from it.
A good investment ideally requires some deep knowledge
of the fundamentals in different dimensions,
and how the competition plays against it,
and in technology companies,
understanding the tech,
or at least trying to understand the tech
(difficult though that may be,
and getting more difficult all the time,
because it is the essence of the business,
and one should understand what the company is doing,
and how it is solving problems)
seems to be an intelligent approach.

I thought Ratan's message had a sound point to it.

But I understand the analysis paralysis argument as well,
and find endless discussion of the company,
or any company (here on SI, here everyone now has a voice) in all it's dimensions -
marketing, timing, accounting, development,
engineering, alliances, M&A, competition, etc -
not to mention FUD and misinformation -
often to be daunting.

But unentertaining? Resounding no!

George