I wrote several months ago on HC that i had exited IT sector. I...

I wrote several months ago on HC that i had exited IT sector. I came to realise that i didn't have a clear picture of the business and how it worked... along with risks. Seems outsourcing is a growing threat and even management are unsure of what effect it will eventually have. DWS has been a consistent earner but when facts change it's time to rethink everything.