Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: QwikSand who wrote (61951)	9/19/2004 7:44:59 PM
From: Charles Tutt	Respond to of 64865

I think your analysis is a good one, and something I hadn't thought of in quite those terms -- that outsourcing may just be the latest fad. I have long said, in various contexts, that whenever you see exponential growth (e.g. in oil prices) that there is almost certainly an exponential effect coming along in the opposite direction that will eventually intersect it and drag things the other way. Perhaps that's the sort of thing at work here -- exponential growth in outsourcing/conversion of IT to a services industry, soon to encounter an exponential realization that IT _is_ a "core competency" best handled in-house. As for Sun, by not getting too bound up in the manpower game, they may have leapfrogged the coming pain IBM will feel if outsourcing goes out of vogue. I hope that makes sense. I've just had a lovely, but somewhat wine-laden meal. <g> JMHO. Charles Tutt (SM)