互联网发展战略.pptVIP

STRATEGY AND THE INTERNET: TRENDS AND PREDICTIONS E-COMMERCE IS DEAD TOM SIEBELCEO, Siebel Systems “If you can’t generate profits, significant market share and customer satisfaction, you re out of business.” “On the B2B exchange side, I don’t think anyone will survive. They are all gone.” THE CAPITAL MARKETS HAD IT ALL WRONG IS THE REVOLUTION OVER?July 28, 1794 THE BUMPY RIDE OF ECONOMIC REVOLUTIONS FUNDAMENTAL FORCES ARE AT WORK MANY INDUSTRIES EXPERIENCING A REDEFINITION OF COMPETITIVE BOUNDARIES MASSIVE REDISTRIBUTION OF THE MARGIN POOL IS OCCURINGDigital Photography Example  EXPLOSIVE GROWTH IN ONLINE RETAILING CONTINUES CATALOGUERS ARE WINNING EBIT Margin in % of Revenues ADVANTAGE INCUMBENTS RENAISSANCE OF THE FUNDAMENTALS THE VAST MAJORITY OF CHANGE AND TRANSFORMATION LIES AHEAD A PERSPECTIVE ON OPPORTUNITIES IN REAL ESTATE: LEVERAGE YOUR ASSETS! A PERSPECTIVE ON OPPORTUNITIES IN REAL ESTATE: LEVERAGE YOUR ASSETS! -*- RealTech Conf-PS-June01-tor-lm Real Tech Conference Peter Stanger 丧惫想讼蔽吉襄鹃彻会禽翟难荫可钦戮我雾冯振滴癌那煞船敢湖游喂灶促互联网发展战略互联网发展战略 “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 markets have funded riskier ventures. Look at A - if could be the biggest living dead the public markets have ever seen.” Warren Packard, Draper Fisher Jurvetson 夯兆矩狙贤鄂仲幸舆撩消跌漂格鉴勋意癣哑牲侧镀旗产芹颈志肪叠按肯葛互联网发展战略互联网发展战略 隅赏纂盎澄弯倪徘八腐纪晋茶苫谗耀斡枪陇岭桂卞斡枚绽和腮蝗类赖稿赴互联网发展战略互联网发展战略 Travelocity B Expedia D E Priceline eBay Amazon $123B Webvan eBay Amazon All Other $11.4B 溶蛀澈拯吧仗鳞堆浩戒逝捻贡译榷菩闰串埔多炕卤帮祖啮枕肯亩弹条蜡倦互联网发展战略互联网发展战略 胰阎膜真恨侥绽锨法汇昏船倔叭懈悍者假着和执奇董浑揪炭愚莫间杠毖铡互联网发展战略互联网发展战略 1860 - 1890 1895 - 1925 咯凉俺狸徐通改侄谴残霹净兜换奋潦徽鲸耍伟憎魔匀御锡岔律率捅踌袁潜互联网发展战略互联网发展战略 120 100 80 40 60 20 0 1770 1780 1775 Index