Imo I think there is too much hysteria over the SP movement. If you take a TA view point then the end is near. If you take FA then there should be concern but will simply need time.
The key for me is that the business model is not hard to understand. It is not a prure tech play, it is at this point providing a service which is needed at a lower cost. Businesses are always about doing the same thing better and/or a lower price point. It is about marketing/distribution and whether practices are prepared to use offshore. Its boom or bust, but not in this quarter but the next
GLTAH
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