http://www2.cio.com/analyst/report1860.html
Article suggesting that there are continuing signs of a recovery in the IT industry, which can be expected to continue into 2004. The more interesting part of the discussion is the explicit rejection of IT 'commodification', which sees it as just a base cost which everyone pays. Since established vendors are back in control, and technology users are increasingly business users, we are seeing significant structural changes in the environment which may lead to massive productivity gains across industries.
Of course, if all this simply means accelerated employment outsourcing, it is not necessarily a matter of warm confidence.
Posted by jho at October 29, 2003 11:38 AM