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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (30752)	8/30/2000 11:48:20 AM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

My question for you is this: how do we pick out those Hi Tech companies with better, smarter software engineers, and distinguish them from those companies with average engineers In some ways, the answer to this is no different than any other part of the due diligence we engage in here abouts ... you judge them by the quality of their work product. If that work product has the qualities of a discontinuous innovation or at least a substantial improvement over other state of the art and there is a small group behind it, then you know that hot engineers are involved. But, that is only a part of the question. To be sure, a small "skunk works" team of talented people can out produce literally a thousand other developers in both quality and quantity (demonstrated productivity ranges 10 years ago were 1000 to 1 and today I think it is 10000 to 1). This productivity and quality also has to be maintained over time and growth, which takes more than good engineering. And, to be relevant to the GG context, there needs to be the vision leading to the DI.

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