> AMZN, NM, and Macey's for direct competitors. Whatcha' goona' do about it?
I gotta agree, sold all my cysp today as soon as I heard about
Macey's on CNN. Their 250,000 inventory (if I heard right)
already dwarfs cysp. And AMZN website is what cysp was
always emulating according to Tauber. So what cysp got other
than a potential fed ex strike looming before xmas.
Well, OK, I might jump back in at some point if the cysp
egift and electronics.net sites work out -- on the plus side,
a report today mentioned on CNN says that consumer web
purchases something like $13 billion tis year, 3 times previous
estimates. So if cysp can hold onto a share, its a share of
a rapidly exploding pie.
What do people think about another back-door route into internet shopping? Its a case of big names like amazon (these days), maceys OR names the consumer has to get to know just to get on the internet: aol, yahoo, msft, netscape.
Yahoo is trying (and up too much) but I figure Netscape has yet to try
too hard to leverage its portal/search engine to front-end internet shopping. I figure its potential has yet to be realised and the DOJ,
I'm willing to bet, will give it a helping hand too. I mean, although
maceys doesnt need to get links from netscape (people should
in the future automatically look for the website of their favorite
store just by trying it on their brower; in the future browsers
I think will auto-complete url's sort of a built in search engine)
still the default home page of the ISP is where most people
will turn. So one day the ISP home page of the browser default
page will BE the internet shopping catalogue. Its a question of
standards. If merchants agree a standard database software and
charging process it can be built into the browser like the
password feature. In this way, although nscp browser is free
it can develop all the back end stuff and also charge vendors
to be registered in the url-completion software.
Just thinking out loud here. Good luck to all. Shahn |
