Possibly in 1981 change was driven by better technology, better processes or even a competitive advantage.
Sadly the current change is mainly driven by corporate bonuses
and short term mentality. No one worries about driving down costs, but when this is a cannabilistic process not sure how valid it is for the overall good of the company, shareholders included and I certainly do not travel with them if I have a choice that is reasonable.
Then again I have been wrong before and will be again but I have stopped investing in these type of companies.
Last edited by ohallen; 8th Jun 2013 at 09:52.