180,000 programming jobs in the US

At the moment there's a high demand for programmers in the US, especially female ones (why would an employer pay a higher recruiter's fee for a woman? Is this a "team-work thing"?) And with only 25-30 thousand new BSc's a year in IT, it may last. However, I wonder how much of the demand is temporary, related to fixing Y2K or in Europe the conversion from national currencies to the Euro. What do you think?