Right about large companies but not about
Justin, I do agree with you when it come to large companies. For them IT was always a commodity and a way to save money. Only IT companies are an exception.
Individual consultants who write useful apps though, will be in high demand. How many people will subscribe to that behavior is questionable. However, the explosive rise of mobile apps, esp. the ones in iStore, are an attestation to the ability of young developers to grasp at opportunities.