A clean slate..., page-35

You "just don't see NOR being able to compete in that space" - hence you don't hold any NOR. That is perfectly OK.

On the other hand history is littered with people who 'just didn't see that coming'.

I am sure we are all aware of the famous lines, just to list a couple:

"I think there is a world market for maybe five computers."
Thomas Watson, president of IBM, 1943

"There is no reason anyone would want a computer in their home."
Ken Olsen, founder of Digital Equipment Corporation, 1977

Some do have vision and are able to convert it to vast wealth.

Others like me are prepared to risk a certain amount of money that we have found someone like that in Paul.

I am comfortable with my view that not a single person here knows for sure how this will end, or begin for that matter, and am happy to have a few pennies on the line for the upside scenario.