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kpf

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kpf

Re: spaarky post# 38787

Tuesday, 02/27/2007 1:22:38 AM

Tuesday, February 27, 2007 1:22:38 AM

Post# of 151689
spaarky

Weeeeell. You know how that is with visions: You never know you got it right before you see them materialize. The other way round is not better: Even if you have the right visions, you never know whether the chaps can pull it or not. Actually, things are even worse in this industry. Say your visions are at least halfway right, and the chaps pull it off. You invest accordingly - and get badly burned or even screwed only because it takes two years longer than you thought. That's why Warren and others stay away from technology-investments in general and semis in particular.

K.

Facts are irrelevant to the emotional brain

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