Subject: Re: OT: A highly interesting lesson...
I think everybody who was/is a regular reader of that board respects them for their hard work to really analyze their companies in depth and for the concentrated knowledge on that board. Many are working in that field and REALLY know what they are talking about when it comes to the technology and the competitors.

This is only a guess, but I am not so sure they are experts in the fields and understand the technology that well. They do really study the companies, but they seem more concerned with sales growth, gross margin, and all the specific saas metrics, that I can't recall.

Saul regularly says he is not a techie. I don't think it is primarily sofware engineers on that board.