in anything that inkt undertakes, competitors can move in and it only makes sense that they will
BUT do you ever notice that INKT always seems to be the first one there - why do they seem to always be one step ahead of the game?
IMO, it's a track record, vision and good management - i am betting that they will start to bring in a profit when they say they do - i believe that wizard takes a contrarian view to me on this and it's is good to hear wizard's side of it and i may be foolishly optimistic BUT i believe that inkt will continue to innovate and perhaps start acquiring some innovating companies of it's own
in addition, i also believe that any advertising model that exists NOW can change just as the internet is changing very quickly - i still have one very burning question that i have not yet got an ANSWER on and it is this:
Etailers currently are paying HUGE amounts of money to portals to be located there BUT with inkt's new shopper, the etailers will now pay inktomi a percentage of their transactions
EVEN if inktomi's name isn't on the shopper and it's called something like YAHOO MALL, who really has the POWER in the situation now?
maybe, i just don't understand the real nuts and bolts of how the shopper is going to work:
-will the etailers still be paying the big bucks to the portal?
-will certain etailers be excluded from the shopper when the shopper resides on a portal that is not receiving any sort of revenue from that etailer - in other words, can the portals control which etailers are in the shopper?
my understanding is that portals are paying inktomi to have the shopper there - call it YHOO MALL, LCOS LANE or AOL ALLEY or whatever - what i heard is that the portal will receive a share of the advertising revenues
AGAIN, the question is - as far as ecommerce is concerned, are the portals the losers here?
enlightenment and comments welcome |
