Garther have suggested that by 2012, 20% of companies will own no IT assets. At the same time we have Forrester predicting a boom in IT. I think both of them are right, and what we’re seeing is a breaking of the old covenant between business and the IT services industry (which includes internal IT departments). The old relationship was founded on the development and maintenance of IT assets (networks, applications, desktops …). The new one will be founded on something different. The new IT industry is going to be a different beast (i.e. no more strategic transformation or infrastructure projects), and we’ll need to radically reconfigure our organisations if we want to play a part.