"The ICT goods sector declined for the first time since the dot-com era in 2001-02, but is quickly recovering in some OECD countries," the OECD says. "ICT services, in contrast, fared much better than ICT manufacturing, [and has] maintained strong growth in several countries throughout the recent crisis."
It says that the top ICT firms have fared well throughout the crisis. "Telecommunication service providers made up the largest component of the top 250 ICT firms, followed by equipment manufacturers." However, "Internet firms accounted for only seven of the top 250 ICT firms by revenues."
The strength of the ICT sector has been reflected in its share of investment. According to the OECD. "In 2011, ICTs accounted for more than 50 percent of all venture capital in the United States, the world's largest market. Venture capital investment is at its highest level, with the exception of anomalous peak in 2000 during the dot-com bubble."
It "provides data on the top 250 firms in the broader ICT sector to help put the growth of the Internet economy into context and perspective...provides a forward-looking perspective on recent trends in ICT technologies, applications and services, and offers predictions for development over the next few years, highlighting particular trends that could have a substantial impact on future policy."