Those were exciting days.  I was hesitant to become more deeply involved by 
similar logic as you Jed.  The peak always appeared to be just over the horizon 
and I was sure that I would jump in too late!  I guess that Apple almost went 
under at least once, to be rescued by their arch enemy.  I suspect that was 
done to protect a certain unmentioned company from being declared a monopoly.  
Had Apple's OS disappeared, there would not be many good volume sources.

We need to be prudent when investing in LENR companies.  Perhaps members of the 
vortex can work together to determine the best opportunities.  At least we 
should benefit from our organization!

You know, I as you recall looking at the early generation OSs and realizing 
that they were not anything super special and that either of us could have 
matched or exceeded the performance of them in relatively short order.  The 
most successful of them won the match by name recognition in my opinion.  
Things could have gone in other directions fairly easily.  Just thinking with 
that logic kept me on the sidelines waiting for new developments which never 
materialized.

The OSs improved enormously over the years and it became a major task to 
achieve that level of performance without a very large team of programmers.  A 
small team had an almost zero chance of competing successfully once things got 
rolling.  I got lazy fairly soon and began to program with visual aids which 
took a lot of the skill out of programming.  I still occasionally use assembly 
with microcontrollers to enjoy total control over the devices.

Dave

P.S. Don't make me afraid to invest in the cold fusion companies Jed!  The 
trick is to pick the best ones and I am counting upon our friends to assist us. 


-----Original Message-----
From: Jed Rothwell <jedrothw...@gmail.com>
To: vortex-l <vortex-l@eskimo.com>
Sent: Wed, Aug 8, 2012 7:54 pm
Subject: Re: [Vo]:Financial Gurus and the Apple Effect


David Roberson <dlrober...@aol.com> wrote:
 

OK, so some engineers and technical people did expect a pretty large volume of 
PC sales.



Yup. They made it happen. They risked inventing cheap printers, for example, 
hoping there would be a mass market for them.





  Too bad you did not act on your assumption or you might be another of the 
billionaires on record.



I did the best I could! I did okay. In a boom like that, there are as many way 
to lose money as there are to make it.


If cold fusion starts to boom, remember that. Look at solar cells now.


I stayed clear of the dot-com boom because every time I looked a company I 
thought to myself, "I could do that easily. If I can do it, any competent 
programmer can, so where is the competitive advantage?" I was right about most 
of them, but way wrong about Amazon! I should have bought their stock. I know 
nothing about the stock market, so I steer clear of it. The thing is, I thought 
WordPerfect was a lot better than Microsoft Word. They are all but dead and 
gone so I guess product quality is not the right metric.


- Jed



 

Reply via email to