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I think sachinag is trying to say that consulting companies are services companies, whereas startups and silicon valley seem to revolve around product companies. The semantics of the distinction are around scalability of the business. You could also look at revenue per employee or P/E ratios as other indicators.

Personally I agree that scalability is a better metric for enterprise attractiveness than raw size. Investors agree. CSC has a P/E ratio of 5.8, whereas Microsoft's is 12.9.

The list also just feels mistaken, but that might be my misguided sense of enthusiasm for shiny companies. Fiserv is a $6B company that I had never heard of. I'd probably rather go long on Facebook or Twitter, but a savvy investor might disagree.




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