hi tkc,
i think it ought to be okay that different folks understand and focus on different things.
probably people don't pursue the subjects to which they don't feel they can contribute.
the way i see the world, tech is just one input. but if someone thinks it is the most important one, okay, i'll listen to them on their subject and pretty much not do so on other ones.
at the end of the day, i don't draw the same conclusions as many wave investors. i think mobile is going to be a slog, for instance. my reasons don't really interest most wave investors. so i don't belabour the point over there more than every once in a while. but obviously i think they are hopelessly misguided, and entirely unpersuadable. in the final analysis, they make their decisions, and i make mine.
hey. maybe i will be wrong. you have to remember this even when you think you own the conversation.
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