某互聯(lián)網(wǎng)戰(zhàn)略資料課件

STRATEGY

AND

THE

INTERNET:TRENDS

AND

PREDICTIONSReal

Tech

ConferencePeter

StangerE-COMMERCE

IS

DEAD“E-Commerce

Is

Dead,

Long

Live

E-Commerce”-

The

Industry

Standard,

April

2000“Going,

Going,

Gone:

Business-to-Consumer

Sector

Goes

Bust”-

F,

April

2000“Can

you

build

a

brand

online

selling

third-party

goods?

The

answer

is

no,even

though

everyone

used

to

think

the

answer

was

yes”-

Bryan

Rutbert,

Warburg

Dillon

Read“The

living

dead

have

gotten

away

with

murder

because

the

public

marketshave

funded

riskier

ventures.

Look

at

A

-

if

could

be

the

biggestliving

dead

the

public

markets

have

ever

seen.”-

Warren

Packard,

Draper

Fisher

Jurvetson此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmTOM

SIEBELCEO,

Siebel

Systems“If

you

can’t

generate

profits,

significant

market

share

and

customersatisfaction,

you

re

out

of

business.”“On

the

B2B

exchange

side,

I

don’t

think

anyone

will

survive.

Theyare

all

gone.”此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmTHE

CAPITAL

MARKETS

HAD

IT

ALL

WRONGTravelocityB$123BExpediaDEWebvanPricelineeBay$11.4BAmazonAll

OtherAmazon此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；eBay版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmIS

THE

REVOLUTION

OVER?July

28,

1794此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmTHE

BUMPY

RIDE

OF

ECONOMIC

REVOLUTIONS1860

-

18901895

-

1925此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmFUNDAMENTAL

FORCES

ARE

AT

WORKLower

processing

costs

...…

lower

storage

costs

...Index

120$/MBWorkers

per

bushel

of

manufactured

cottonEngland

1770-83AverageHD

sizein

PC

atretail10080Harddrivesize(GB)Price

of

the

Model

T

touring

car1908-20(GB)60Cost($/MB)40Price

of

CPU20

computing

power$/MIPS

1982-950177019101775178019151990192019951985…

with

increased

throughput

...…

and

powerful

network

economicsValue,

100105FibercapacitycostValue

increases

as

thesquare

of

connections806040200ProfitLossCost

increases

linearlywith

connections012345678910n此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；103ValueCostConnections104n(n-1)vF+

nc6v12v20v30v42v56v72v90v版權(quán)102

原作者所有，特此免責(zé)；02v0Time更多網(wǎng)絡(luò)營銷資料見下載頻道；F+0F+

2cF+

3cF+

4cF+

5cF+

6cF+

7cF+

8cF+

9cF+

10cRealTechConf-PS-June01-tor-lmMANY

INDUSTRIES

EXPERIENCING

A

REDEFINITION

OFCOMPETITIVE

BOUNDARIESCOMPUTER

INDUSTRYLONG

DISTANCEIBM

,

DigitalAT&T,

MCI

and

SprintRetailMicroprocessors,integrated

circuits,memory

chipsMarketing,sales,

anddistributionWholesale

(Network)OperatingApplicationssoftware1985Computers???Sales/marketingAccount

managementBilling1990???Design/buildOperations/maintenanceResale/interconnectionsystemsCommon

standardsTime

based

competitionWholesale

service

creationRetailIBMDellRetail??Network

intelligenceValue

added

services???Sales/marketingAccount

managementBillingMicrosoft

OfficeSuperstoresOn-lineNetworkIntelPackard

BellCompaq1995???Design/buildOperations/maintenanceResale/interconnectionNetwork

management/dispatchWholesaleWordPerfectOthers1997RetailMotorolaAMDCyrixAppleRetail??Mail

orderNeXtNetwork

intelligenceValue

added

servicesPHARMACEUTICALSELECTRIC

UTILITIESManufac-turingSales

&marketing1980sResearchDevelopmentTrialsRegistration1990PrimaryfuelPowergenerationDistributionTradingBackward

integrationto

reduce

riskIncreased

development

costsRole

of

blockbusters

increasingQuality

outsourcers

availableEasier

coordinationSynergy

throughbundling

capabilitiesof

general

trading

and

New

services

for

theForward

integration

toopen

supply

channelsScale

through

focusingon

huge

power

plantsenergy

businesscustomerUnited

UtilitiesManufac-turingSales

&marketing1990sResearchDevelopmentTrialsRegistrationRWE

(Germany)(UK)PBMsNorskKraftmegling(Norway)1995RuhrkohleEVO

(Germany)Academic

labsContractJVs/此文獻(xiàn)由漂石()于mfrs互聯(lián)網(wǎng)ensilnicg整理；版權(quán)原作者所有，特此免責(zé)；Oslo

Energi

(Norway)Electrobel(Belgium)ciohtfeirmsStatkraft(Norway)South-MobilBPernWaterStadt-werkeBNational

Power(UK)EnronEastern

Munch-Elect-

en

(Ger-ricityContract

research

organizationsShellmany)更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmIVO(Finland)(UK)MASSIVE

REDISTRIBUTION

OF

THE

MARGIN

POOL

IS

OCCURINGDigital

Photography

ExampleAnalog

value

chain

–

Kodak

and

Fuji

dominateProcessingStore/displaySharewithothersCameraFilmPaper,chemicalsEquipmentPhoto-finisherReprint/enlargeMajorplayers

?

Nikon(2000U.S.marketshare)?

Canon?

Kodak

(66%)?

Fuji?

Kodak

(Qualex)

(~40%)?

Fuji?

Photohuts?

Albummanufacturers?

Frame?

Mail

servic?

Olympus?

Minolta?

Kodak?

FujimanufacturersdisposablesDigital

value

chain

–

HP,

Sony

and

others

well-positionedManipulationProcessing

(at

home)Store/displayShare

withothersCamera?

Crop?

AlterpixelsReprint/enlargePrinterPaper,

inkMajor?

Sony

(35%)?

Adobe(Photoshop)ta

ar

itcamera

andavailable

freeonline?

HP

(70%)?

Lexmark?

HP?

Lexmark?

PC?

IBM

microdrive

?

Personal

Web?

Sony

site?

Compact

Flash

?

Zing?

Shutterfly?

E-mail

postingplayers

?

HP

(19%)(200

ympusU.S.

?

Kodak

(12%)此文0獻(xiàn)由?

Ol漂石((1p3i%a)o?sShin.dordgw)于h互聯(lián)?E網(wǎng)整理；npso?

Epson?

Kodak版權(quán)原作者所有，特此免責(zé)；market?

Snapfish?

Ofoto?

Othersshare)更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmEXPLOSIVE

GROWTH

IN

ONLINE

RETAILING

CONTINUESNorth

AmericanBusiness-to-Consumer+46%20.665.1Revenues

($B)+66%17.844.5+132%15.226.711.5Online

channel

>10%

share

in

several

categories此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；Source:

TheStateofOnlineRetailing2.0,3.0and4.0,SsurveysconductedbyTheBostonConsultingGroup;SECfilings;MediaMetrix更多網(wǎng)a絡(luò)ndH營arri銷sInt資erac料tive見datap;iinaduostsryhaiss.ocoiartiogn下repo載rts;頻ana道lystreports；Note:

ExcludesfinancialbrokerageRealTechConf-PS-June01-tor-lmCATALOGUERS

ARE

WINNINGEBIT

Margin

in

%

of

Revenues19992000此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；Source:

TheStateofOnlineRetailing2.0,3.0,4.0;SSurveysconductedbyTheBostonConsultingGroupRealTechConf-PS-June01-tor-lmADVANTAGE

INCUMBENTSOnlineRetailingDsCataloguersGE,

Big

3MarketplacesB2BCLECsILECs/IXCsTelecom此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下載頻道；RealTechConf-PS-June01-tor-lmRENAISSANCE

OF

THE

FUNDAMENTALSIPO

valueCash

flowGrowth

=

valueCustomer

acquisitionInternet

timeProfitable

growth

=

valueSegmentationCompetitive

advantage此文獻(xiàn)由漂石()于互聯(lián)網(wǎng)整理；版權(quán)原作者所有，特此免責(zé)；更多網(wǎng)絡(luò)營銷資料見下