IT Doesn

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IT Doesnt Matter
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Announcements

• Business Analysis Proposal (group project)
• Proposal due Tuesday, May 8
• Business Plan Outline - Tuesday

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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

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Quiz!
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Figure 4.4 Nicholas Carrs Argument on Strategic
Grid
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Growth of IT

• From 5 to 50 of capital spending (1965 1990s)
• Claim overspending

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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

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Comparisons with other infrastructure developments
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Infrastructure impacts

• Macroeconomic rather than inter-company
  competition?

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AHS example

• Short term advantage, long term legacy problems

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Do you agree?

• History shows that the power of an
  infrastructural technology to transform
  industries always diminishes as its buildout
  nears completion

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Questions, Break, Presentation
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Rebuttals / letters