The discrepancy is time i.e. time for things to happen. All organizations have inertia and they will continue as they will until they don't - slowly, until all at once in the end. Maybe that company will retool with a new cadre of recruits, and catch up, or maybe they won't. That's the bet the mgmnt are making. Can I anticipate the next inflection, and if it's later than I expect, will I be somewhere else and outside of the blast radius?