So, this is an easier case to make today (though to be honest I remain pretty skeptical of this), but in 2001 this was very far from being clear cut. The dot-co

So, this is an easier case to make today (though to be honest I remain pretty skeptical of this), but in 2001 this was very far from being clear cut. The dot-com bubble had just burst and software looked like it might be a small niche or even just a fad in permanent decline.