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订单跑到哪里去了? 2003年年底,国内近20家IT企业的老板围坐在一起,向在座的政府主管部门领导抱怨:“电子政务号称有1000多亿元的市场,我们怎么都没拿到订单呢?！” 年初一个国内各行业大企业CIO参加的活动上,一位来自铁路系统的人士说他们正受相关部门的委托框算本行业的IT投入规模,作为上级部门的决策依据。当时在场的IT厂商听到这个消息,无不竖起了耳朵。巨额的信息化预算令众多陷入困顿中的IT厂商精神为之一振,急于迎接这个好年景。 这一年的一头一尾,如此富有戏剧性。尽管两年来习惯了所谓“冬天”的IT厂商们并没有指望能够重回早年间IT市场高歌猛进的时代,但局部晴好的预期并未完全达到。市场机会缝隙化,导致捕捉难度的增加,这场雨下得并不均匀。同时,用户IT投资的结构性调整(硬件比例缩减,软件和服务上升)所导致的IT产业本身结构性调整的开始,也使得不同类型的厂商苦乐不均。 IDC(中国)有限公司副总经理万宁认为,经历了2000年到2002年市场的回落,国外的IT市场已完成了盘整期,增长率稳定在15％左右。中国IT市场则远没有到这种平台期,增长率仍在20％甚至更高,充其量只能说是盘整,而且还是早期盘整。 2004年仍然将是一个很难寻找到传说中的“热点”的年份,仍将持续机会散碎的状态。但是,一些已经在2
Where did the orders go? By the end of 2003, nearly 20 domestic IT business owners sat together and complained to the leaders of the government departments present here: “E-government claims that there are more than 100 billion yuan market. To orders ?! ”At the beginning of a domestic CIO companies in various industries to participate in activities, a person from the railway system, said they are commissioned by the relevant departments to calculate the scale of the industry’s IT investment, as a higher level department’s decision-making basis. At the time of the IT vendors present heard the news, all erect ears. Huge amount of information budget so many in troubled IT vendor spirit to pick up, eager to meet this good year. This year all of the way is so dramatic. Although IT vendors accustomed to the so-called “winter” for two years did not expect to regain the era of triumph in the IT market in the early years, the expectation of a partial good weather was not fully achieved. Gaps in market opportunities lead to increased capture difficulty, and the rain is uneven. At the same time, the structural adjustment of the IT industry itself, caused by the structural adjustment of IT investments (hardware scaling down, software and service uplift), has also led to the unease among different types of vendors. Mannings, deputy general manager of IDC (China) Co., Ltd., believes that after experiencing a market downturn from 2000 to 2002, foreign IT markets have completed the consolidation period and the growth rate has stabilized at about 15%. China’s IT market is far from such a platform period, the growth rate is still 20% or more, at best, can only be said that consolidation, but also the early consolidation. 2004 will still be a year in which it is hard to find the legendary “hot spot” and will continue its fragmented status. However, some are already at 2