There must be close to 10,000 (and growing) public U.S. companies out there issuing press releases every day. I also agree with your point regarding the inevitable move of corporate shareholder info to the web. The economies of scale are just too compelling.
Cisco, Dell and Intel are widely considered by the experts to be among the leading models for the way that the internet is going to change the way companies use the internet not only as an additional distribution channel for its products, but as a way to share information to change the conventional relationships a company has with its suppliers, partners, employees and customers in order to increase sales and/or reduce costs.
I watched Dell increase its direct internet sales from $1 million a day to $10 million a day and be far from it for me to doubt Michael Dell when he says that organizations prefer to buy Dell computers (and are willing to pay a small premium) because it reduces the complexity of the computer purchasing decision compared to the hybrid distribution models out there.
The interesting trend to track is when and how governments and companies around the world are going to outsource their storage requirements as the "nature of data" changes from being largely alphanumeric to being multimedia. That transition is going to create intriguing opportunities for companies like AXC which has the ability to:
1) store enormous amounts of data (first one to a terabyte a cartridge is....?)
2) move that data around (via Reiter/PSIX)
and this is a distinguishing competence,
3) the ability (history, Garth-McCardy internet post-production) to arrange and rearrange the data in a meaningful manner and provide time-shifting (or data as video/audio/text on demand) so that data serves the consumers instead of the other way around which produces information overload which, in turn, breeds inefficiencies in a work force that, according to a long-running series of WSJ articles, is moving from a defined-benefit to a defined-contribution pension system.
It's very early in the game. But since AXC is already on the web, it can no longer be too early as it has been in the past. |
