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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (38490)1/26/2001 8:40:25 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
VxWorks AE, alone took over 200 years engineering years to code.

One of the hazards of software-based businesses is that it is often the case that prodigious historical effort went into creating the current product, but someone else might well re-create an equivalent or even better product in a very small fraction of the time. It is typical, in fact, for a half-dozen or dozen person well selected team to substantially outperform in quality and total production a team of hundreds or even thousands of persons working on the same type of project.

There can still be substantial BTE, not the least of which often comes from a deep understanding of the problem space, but it would be a mistake to put too much emphasis on the actual work invested in the current product. One has to look no farther than Windows for that. Windows has the position it does not because it would be unthinkably difficult to do better, but because of the position it has and the control MSFT has on that position.
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