Wahz
By the way I agree with your bullish outlook.
Business capital spending has been very subdued the last 5 years, and that is chnaging right now. Businesses's balance sheets have never been this good and there are multiple inevitable IT trends that businesses have to adopt. Result: A Boom in capital spending that could last beyond 2010...
Until now we have
only seen mass-adoption of the Internet by the
consumer. As a result, new business models were born
with leaders such as ebay, Yahoo, Google and Amazon.
Yet we are only in the early stages of an even more
fundamental change: now businesses are redesigning
their business models to better take advantage of the
web to become more agile, customer-centric and
productive.We have yet to reach the inflection point
on the S-curve (= Tipping point) to see mass adoption
of this trend, enabled by a host of tech companies
"unfamiliar" to most investors.
Mass-adoption is inevitable as enterprises have no
choice: The IP communication revolution, which is
fundamentally changing how companies build networks,
and the SOA/webservices, which is disrupting how
software is deployed, are forcing businesses to adapt.
If they fail, they will see a gradual erosion of their
competitive market position, as other more aggressive
companies embrace successfully the new paradigm.
Darwin, as usual, will do his dirty work.
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