Tuesday, March 12, 2013 9:58:34 PM
I am not saying the whales are the ones doing the obfuscating. I might not have been clear enough in my post around this paragraph"
"As they investigate the company, maybe they develop a point of view that there is something to the technology but is run by an inexperienced public executive who has made a number of fundamental mistakes. You and I may see it as intentional obfuscation to deceive, but to these "whales" they see a bumbling technician failing in a CEO role that they have likely seen many times before."
My point was there are two polar opposite interpretations of JB's actions as CEO. One side see his fundamental mistakes as nothing more than a well-meaning technologist who was inexperienced and suffered from "irrational exuberance" and the other side believes it was intentional obfuscation. I am simplifying obviously, but I am just making the point there are two very different views. And I was saying the whales fall into the first camp.
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