-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Monday, November 17, 2003
 


The future of the 'programmer' doesn't look so good. Well - neither does the future of the i-banker, the VC, the equity researcher, or the strategy consultant. Interesting read nonetheless - driven by exactly what you'd suspect: efficiency and cost-cutting.

Here are three related pieces.

By the way, I don't agree with most of this: I think that outsourcing is going to cost far more than it benefits most firms, who haven't really recognized how deeply embedded competences are. And who haven't really seen what they're getting into, but are rushing blindly into it, because they're infected with the Wall St virus.

Here's a simple example of what I mean: let's pretend Dell in 1990 was teleported to 2003. It could make it's entire supply-chain generic, using the same software, outsourcing packages, etc, as it's competitors.

If it did that, it would stop being Dell: the thing that made Dell a success was that it did everything differently (and better) than it's competitors. Productivity - the measure used to justify outsourcing - never encapsulated Dell's advantage. It was just a (very) small part of it.

-- umair // 6:55 PM //


Comments:
Post a Comment
search




Public

Recent & upcoming sessions:

Supernova 2007 (video)

NMKForum



new




input

due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge

ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini

portfolio
contact

mail.
uhaque (dot) mba2003 (at) london (dot) edu

skype.
umair.haque

atom feed

technorati profile

blog archives