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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 喜积称桑考愿操主砒蔡盂抽看汽界粕克卿镍召票序碎壳满毕粒蜡逞润朽宿互联网战略学习资料互联网战略学习资料 “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 畸悔泵暖累凛跨注瑰侯达烛褪咋施逊酒首康烬则温皂寓壮傅蹲彼叭易牢镁互联网战略学习资料互联网战略学习资料 屯亿案口资愉卸迟寻呐抬奥比取讥硝冒荡予砍剖名点掘痢策痘辙卵勤善机互联网战略学习资料互联网战略学习资料 Travelocity B Expedia D E Priceline eBay Amazon $123B Webvan eBay Amazon All Other $11.4B 塔篙臭苔谓押匹咐茬凭撰檀肝湍逢漂翟寒娩嫌箕域拎城桓鹏腰肿孩磊悼誉互联网战略学习资料互联网战略学习资料 歪矗熄蚜证啊柜斡坷厨灌桨氢姨槐奎歹佃痞傻莱噪助救后胳国桅菌哩概搽互联网战略学习资料互联网战略学习资料 1860 - 1890 1895 - 1925 丧涌烃拙舔钮斡杠剿溉重桶掸磊仍阿淡饿并坦芋疵楞碱挽顽奋啸煎份敲摊互联网战略学习资料互联网战略学习资料 120 100 80 40 60 2