It's worth highlighting that this was the opposite device a decade ago when the large caps were IBM/MSFT/CISCO etc. The marginal value of a good software engin

It's worth highlighting that this was the opposite device a decade ago when the large caps were IBM/MSFT/CISCO etc. The marginal value of a good software engineer is very high when there is good cash flow. It's difficult to increase cash flow without engaging in some software activity. Organizations tend to find that growing a large software organization is counterproductive to effective development vs. growing a better software organization.