I have yet to see proof that it is anything but a bubble atm that will spray cr-p once it bursts in the near future. Far into the future? Sure, it will be a threat to our jobs. Until then, it will be just an euphemism for offshoring and cost cuts. In the majority of cases also a circus attraction to throw money at.
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There is only one strategy at Dell. Cut until we hit a profit margin. Everything else is an excuse.