1. IT Doesn’t Matter

2. 2 Announcements Next week no lecture Tuesday Lecture Thursday (usual) Lecture Friday 12:30 –Social Sciences 2, room 071 Business Project Proposal Due Thursday

3. 3 Business Analysis Paper 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

4. 4 Quiz 1 results

5. 5 Figure 4.4 Nicholas Carr’s Argument on Strategic Grid

6. 6 Growth of IT From 5% to 50% of capital spending (1965 – 1990s) Claim: overspending

7. 7 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

8. 8 Comparisons with other infrastructure developments

9. 9 Infrastructure impacts Macroeconomic rather than inter-company competition?

10. 10 AHS example Short term advantage, long term legacy problems

11. 11 Do you agree? “History shows that the power of an infrastructural technology to transform industries always diminishes as its buildout nears completion”

12. 12 Rebuttals / letters