tag:blogger.com,1999:blog-7294165939647321702.post7889421213425362632..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Only the Paranoid SurviveSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-7294165939647321702.post-66018805396769637152014-03-24T12:22:46.399-04:002014-03-24T12:22:46.399-04:00Hi Saj,
Funny enough I read this book as well ove...Hi Saj,<br /><br />Funny enough I read this book as well over the weekend. Grove definitely had a visionary sense for what were likely to be the threats/opportunities from the coming internet age. Given the book was written in the 90s we have the benefit of hindsight and seeing how those predictions came to pass. One area that I guess they did not really decide to act on was trying to create a low power/ cheap chip for powering internet devices an opportunity set that Qualcomm seized on. At the end of the book Grove mentioned that he might look to act on that but I guess it was a case of spreading eggs too thinly. <br /><br />I enjoy your blog and thanks for your insights.<br /><br />Cheers,<br />ConradConradnoreply@blogger.com