1. The article explores two organizational explanations for the variation in IT investments and firm performance: differences in firms' IT investment allocations and their IT capabilities.
2. The article hypothesizes that firms derive additional value per IT dollar through a mutually reinforcing system of organizational IT capabilities built on complementary practices and competencies.
3. Empirically, the article tests the impact of IT assets, IT capabilities, and their combination on four dimensions of firm performance: market valuation, profitability, cost, and innovation.
The article is generally reliable and trustworthy as it provides evidence to support its claims from empirical data collected from 147 U.S. firms from 1999 to 2002. It also provides a theoretical model of IT resources which helps explain the relationship between IT investments and firm performance. Furthermore, it includes an example from a case study of 7-Eleven Japan to illustrate its findings which adds credibility to the article's claims.
However, there are some potential biases in the article that should be noted. For instance, the sample size used for the empirical data is relatively small (147 U.S. firms) which may not be representative of all firms or industries across different countries or regions. Additionally, while the article does provide evidence for its claims, it does not explore any counterarguments or present both sides equally which could have added more depth to its analysis. Finally, there is no mention of possible risks associated with investing in specific IT assets or developing certain organizational capabilities which could have been useful information for readers to consider when making decisions about their own investments or strategies.