Re: only 3% of US market cap is pure-play Internets

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From: Mark Baker (distobj@acm.org)
Date: Mon May 01 2000 - 22:05:24 PDT


At 02:55 AM 4/29/00 -0700, Roy T. Fielding wrote:
>The exceptions are the firms that create new markets on the Internet
>itself, that derive profits from the advantage that they own a
>distribution channel for other people's information. Akamai, and
>Rohit's current venture, are two examples. There aren't that many.

Aren't you forgetting the Grand-daddy of them all, NSI? 8-) Ok, so they
didn't make the market, they just fell into it. Close enough.

Other contenders;

LinkExchange, Doubleclick - owns a channel for other people's ads
Netmind (now Puma) - own a channel for other people's notification of web
site changes
Tibco (kinda - the channel isn't very strong) - owns a channel to their
partners for stock info (etc..) that isn't theirs

The rating companies (epinions.com, deja.com, etc..) could easily be this,
but they're too busy trying to own the ratings.

I'm sure there's others. Can anybody think of any more? I think it would
make for an interesting list.

MB


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