Contrarian thinkers….

Contrarian insight: The real money’s in the shovels, not the gold.

Legacy: The first publicist of the California Gold Rush bought every shovel in San Francisco before he ran through the street shouting, “Gold! Gold! Gold from the American River!” Cisco Systems has become a $32B company using a similar strategy, selling the routers and switches that form the backbone of the Internet

More at Business2.0

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