What I got out of the article is that the cost to make one more widget for a software company is minimal, and thus is mostly profit. A non tech company has ma

What I got out of the article is that the cost to make one more widget for a software company is minimal, and thus is mostly profit. A non tech company has material costs (non-non consequential? :) that means their growth isn’t going to hockey stick. That seems to be the main differenator I see when Wall Street talks about tech companies.