Every year the market has cycles like this. Every year, the market has wild optimism and wild pessimism. |
It will become the Intel of this industry. |
It's been a volatile year. But the trend is still up and there's a lot more to go. We're just at the beginning of the revolution. We're trying to identify the elephants of the industry and we're trying to buy the elephants. |
Nobody knows what's going to be the best strategy. |
The people who are worth listening to are the ones who have demonstrated they have a good track record. |