Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (14767)	7/9/2002 4:19:01 PM
From: Bob Rudd	Respond to of 79025

G&K .02: The book [& predecessors] offered good insights into the evolution of a technology leader & competitive issues. It and Clay Christiansen's Innovators Dilemma [Covering the destruction of competitive advantage] are my favorite tech tomes. Evaluating the creation, maintenance and destruction of competitive advantage are useful skills for any value investor...when joined with humility regarding the efficacy of forecasting....a price that forecasts the maintenance of technological competitive advantage far into the future will rarely be interesting to a value investor no matter how much insight he has.