The idea is that the techie may have more insight into the value of a company, because of their insight into technology. A techie may value Google over AOL and

The idea is that the techie may have more insight into the value of a company, because of their insight into technology. A techie may value Google over AOL and Apple over Dell, instead of just seeing "two web companies" or "two computer companies." However, a techie isn't in a good position to judge whether a company is overleveraged, etc. if they can't read a balance sheet.