【正文】 What would constitute a New Economy? It might have new currencies. We could call them ebills or ebucks. Instead of musty old metrics like revenue and profit, we39。t see radically new business lifeforms. And they say: Bah, fet it. That passes too, and the world finally gets down to the important work of taking the technology and integrating it into the structure and fabric of society and business. And that39。s happened with ebusiness parallels what39。m tempted to say it39。s been an interesting four years, but why skip back to the primordial days of the Inter? The events of this year alone have been plenty interesting all by themselves. Of course, 2020 will be remembered for the dot shakeout and with it the overturning of the belief in the media and in the boardrooms that if you weren39。s happened with those other transformational technologies. First, there39。s where we are today with ebusiness. In its first phase you all remember well a lot of confusion about what the Net would be. Remember all the motion about content? Content is king. I39。d measure things on the basis of eyeballs and stickiness. Instead of bona fide customers and genuine loyalty, we39。 like wanting to inspect the product and possibly return the product. Despite the fact that a lot of Inter retailers burst upon the scene proclaiming whole new business models, in reality, their business was built on a centuriesold value proposition lower price. The trouble was they didn39。ve e to the hard part. And the winners the people who stick with it and do the work understand that this next phase of ebusiness is going to be all about two things: Integration and Infrastructure. And that39。s okay, because if nothing else, it ignited everyone39。re being fused together. They39。t going to be done by PCs or game consoles or, for that matter, your washing machine. ebusiness workloads are going to be managed and processed on transaction and Web servers, on middleware, on storage devices. And interestingly, workloads will be managed in the work itself somewhere between the end user that initiates a transaction and all the gear in the traditional data center. That39。s ing toward us. At one end, you39。t stop at the integration of new kinds of end user access devices. Coming up right behind all these new end user devices will be a trillion or more connected things things we39。 very soon your car will be a client device on wheels. So that39。s why the fight for open standards is worth fighting. That39。s future on Linux. We39。s going to run its core business applications and consumer Inter services on a mainframe running Linux. And along with Intel, NEC and HP, we39。s going to be interesting to see if three or four years from now, anybody with a proprietary UNIX system will still have a meaningful position in the industry. In fact, the movement to standardsbased puting is so inexorable, that I believe Sun and for that matter, EMC and Microsoft are running the last big proprietary plays we39。s ing. I39。t just roll in processors and storage fast enough to avoid meltdowns when usage spikes, or to deal with this cacophony of devices, or fend off viruses or hacker attacks, or handle translations on the fly. People are good, but they39。s hot, we perspire. It39。s biggest superputer. We call it Blue Gene GENE because the first application is going to be to attack the mystery of protein folding in biology. Now, puting on this scale involves millions of linked processors working together, so that at any point in time we know that some of them will be failing. They39。re almost there now. Not just always on or available or reliable you can get that with today39。s not enough. So our eServers extend that kind of capability to cooperate with Cisco works. When the loads increase, the work gear doesn39。s future I39。s the trend we call esourcing. Now, you know what outsourcing is. It helps customers convert fixed cost into variable cost. It lets them focus on their business and lets somebody else focus on the plexities of I/T. esourcing is the logical extension of outsourcing. It capitalizes on the intersection of several historical developments: the massive buildout of broadband。t get me wrong, there are going to be lots of customers that are going to continue to run their own information technology operations for a long time to e: own the servers, own the middleware, own the applications, own the storage devices and manage all the staffs. But we know today that an increasing numbers of customers are going to buy I/T as a utilitylike service over the Net. They will esource information technology from a variety of thirdparty players: today39。re already seeing the early stages of the esourcing trend in Web hosting, in storage hosting, in application service provision, in putingondemand schemes. That may be where it starts, with panies offering these colocation services a kind of kennel for puters. But customers want more than that. They want service providers who can provide sophisticated load balancing, security, storage, work management and application management. Today, esourcing is about a $6 billion business, most of it in simple Web hosting. But by 2020, it39。re building on a traditional outsourcing business that will generate about $14 billion in revenue this year. We already manage 175 data centers worldwide, 25 of them dedicated ebusiness centers. On top of that, we39。re working with software and services providers like Akamai, Siebel, i2 and Ariba. And we39。s possible is not predestined. As with the advent of every worldaltering technology from the printing press, to nuclear energy, to television, the arrival of the worked world is raising serious pub