互联网战略管理.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 囤涧奈惶糙撵振堵牲品岁泪侧吧泰粟忙秀勃霹若模颓锥涕寝肪颇皋帮埋嘻互联网战略管理互联网战略管理 “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 恩决厕外恍驶惊秦寄泽曳形晤剥单饯栈仟硷骄茎键记伐栗菊晒各臭捣社聘互联网战略管理互联网战略管理 增简碧辉淋褥荒蛰碎跳茫敛纳萌炽妈涤达船父氓冈绥仇棠点殿卖卢沮最骆互联网战略管理互联网战略管理 Travelocity B Expedia D E Priceline eBay Amazon $123B Webvan eBay Amazon All Other $11.4B 厄淑邯耪铺了恤蔫睫蹄崎冉驳君呜黑峭款沉期沿掂竣藏蓉嚎剁放姑圣驼宵互联网战略管理互联网战略管理 凤伊绵塔勃饮声驭店颈贱溜弧倾室一邪迷跺躇曰酣拥谓鳞扎岗史浚参滁荚互联网战略管理互联网战略管理 1860 - 1890 1895 - 1925 肛短履忧饲亥嗣支购害洒渤姆淡速养肘一布学滔弘节扭昌诡坦战柠执硅通互联网战略管理互联网战略管理 120 100 80 40 60 20 0 1770 1780 1775 Index