IT Doesn’t Matter
Announcements Business Analysis Proposal (group project) Proposal due Tuesday, May 8 Business Plan Outline - Tuesday
Business Analysis Paper Full Project Description available on website Three stages: Proposal due May 8 Optional draft due May 29 Project due June 7 Proposal should clearly state The company you have chosen to research What industry they are in, and general competitive environment Where they stand – market share, positioning What questions you plan to address in your project Where you intend to get the information
Quiz!
Figure 4.4 Nicholas Carr’s Argument on Strategic Grid
Growth of IT From 5% to 50% of capital spending (1965 – 1990s) Claim: overspending
Infrastructure argument “…the latest in a series of broadly adapted technologies…” Infrastructure properties: More value when adopted by others than in isolation Proprietary gains only occur in early days due to entry barriers and superior insight
Comparisons with other infrastructure developments
Infrastructure impacts Macroeconomic rather than inter-company competition?
AHS example Short term advantage, long term legacy problems
Do you agree? “History shows that the power of an infrastructural technology to transform industries always diminishes as its buildout nears completion”
Questions, Break, Presentation
Rebuttals / letters