MARY MEEKER/CHUCK PHILLIP FROM MORGAN STANLEY ON B2B
just listened to them talking about b2b, didnt grasp it all but some main points they made
1. b2b much larger than b2c
2.timing is now
3.micromarkets will proliferate, sites will need something to add "stickiness", cant just put up a catalogue, domain expertise will be key
4. supply chains will be more efficient
5. becoming a "hub" will be major, their saying was "rub a dub dub everyone wants to be a hub", this was their main point but I didnt really understand all the ingredients to make a "hub"
6. they used arba,cmrc, and fmkt as examples of leaders in the space
conlusion--need to buy b2b that has properties that are hard to duplicate, special expertise, something people are willing to recongize as a value to them, deals will be made by major companies
ala gm or ford, knowing they can add billions of dollars in market cap
by announcing a deal with one company, will make the deal based on them getting a piece of the company
sounds like competition will be increasing, high risk reward area,
now for the thread--WHO ARE THE HUBS WITH DOMAIN EXPERTISE THAT MAKES IT HARD FOR OTHER SITES TO KNOCK OFF? |
