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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (45457)11/15/2011 6:04:05 PM
From: J Mako  Read Replies (1) of 78715
 
Jurgis,

The enterprise IT space is always a mystery/black-box to me.

Could you enlighten me? How is the competition dynamics?

For instance, I heard people raving about blade servers. How sticky is a vendor? I suppose if the interfaces are standardized, it'll be quite easy to switch? And, in the servicing/consulting space, how sensitive is it to the outsourcing/insourcing trends?
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