[Chat]
Ray --
I wanted to remove my last post but time's up and I can't. I apologize for being so negative.
I don't know ATI but I did spend some time on several different Siemens websites today and there are so many different units, it's hard to know which part works with which. Some times I wonder if they even talk to one another.
As a peace offering for being so crabby, here's a few statistics from the Morgan Stanley Inernet Retail Report I received today. (Total report appx. 100pp).
<<<Internet Adoption is Happening Faster Than In Other Media:
We continue to believe that the Internet is the next mass medium, and one of the functiions media provide is a forumthrough which companies gain access to potential customers and attempt to generate sales through marketing, advertising, and other selling techniques. . . . Figure 2-2 shows the adoption curves for several of these key media (radio, TV, cable and the Internet). Although these numbers are not adjusted for population growth, it is clear to us that th eadoptiion rates for new media have accelerated over time -- TV was faster than radio, cable came on even faster (despite the new infrastructure it required that previous broadcast media did not), and we believe that the Internet has surpassed all of these in its rate of adoption. . .
Worldwide Connectivity Market 1996-2000E (millions)
Users of: 1996 1997E 1998E 1999E 2000E
PC's: 167 191 219 246 269
E-Mail: 60 80 130 180 200
Internet/Web 28 46 82 134 157
Online/Hybrid 13 18 23 27 30
We believe there are currently 30-35 milliion Internet users (our point estimate for the end of 1996 was 28 milliion). This is especially impressive, in our view, since we estimate there were only about 9 million users at the end of 1995. These users are a mix of both business people and consumers. We project compounded annual growth in Internet users for the next four years of 54%, and we believe that more than 150 million people will use the Internet by the year 2000 --- in fact, this assumption may be conservative, since there are already 230 million PC users worldwide.
Corporate America Moves Online
IDC estimates that the number of Fortune 500 companies with a Web presence increased from 175 at the beginning of 1996 to nearly 400 at the beginning of 1997 (an increase from 35% to 80% penetration) --- an important barometer for how quickly the Web is becoming a mainstream channel for major corporations' marketing, communications, and business transactions.
Internet Domain Growth Remains High
. . . At its ever-increasing pace, the Web is adding well over 3,000 new domains daily, or almost 100,000 per month! (The chart has a line going straight up from 1994 to 1997.)
Size of the Internet Retail Market
. . . We think Internet-based retailing can grow from an estimated $600 million in revenue in 1996 to an estimated $115 billion in consumer sales, plus $260 billion in business sales, annually within five to eight years. >>>
As reported by Mary Meeker, Internet (212) 761-8042/ mmeeker@ms.com; and Sharon Pearson, Retail (212) 761-6415/ pearsons@ms.com.
May 28, 1997.
Cheers!
Pat
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