SI
SI
discoversearch

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.
Technology Stocks : Long Term Investors' Outpost -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (350)8/8/2002 2:33:44 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 562
 
Chamber's has the advantage in that arena, and his position is opposed to Buffett's.

Glad there is one person in the world who holds this view. I read "the Warren Buffett way" about 6 mos ago. Not a thing in there about megagrowth and how to finance it. No real discussion of mkt share gains vs profitability in the short term and the tradeoffs that need to be made. The companies profiled (Sees candies etc) were what I'd call dominant players in low growth industries, in some ways that was the *real* secret to this investing methodology, growth just sorta happens because nobody is there to take it away. Not like tech at all.
L



To: Lizzie Tudor who wrote (350)8/8/2002 3:10:10 PM
From: Uncle Frank  Respond to of 562
 
>> This is what cisco does for a lot of IT infrastructure. The problem is, then Cisco must pay what the skillset is actually *worth*- gasp!

I'd suspect that tactic is driven by an effort to focus their permanent staff on core, revenue producing, competentcies. Geoffrey Moore identifies outsourcing support functions as a survival characteristic in his book, "Living on the Fault Line : Managing for Shareholder Value in the Age of the Internet".


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News