Telirati Newsletter #42
I predcited in 1999 that Microsoft would start to sort out the winners and losers from their Internet ventures. As with many other things that look like an action plan for a year, maybe two, at most, this process continues to drag on, and Microsoft is, still, part owner of an also-ran cable TV channel portal hybrid, among other oddments.
Telirati Newsletter #42: Species of Internet Ventures
There is no one kind of Internet startup, and it is a multidimensional space in which they exist. But at least one axis of this space can be mapped out, and it is to our benefit to do so since we can then place Internet ventures along this axis to see what type they are. And, more usefully, if they appear not to be in the right place, it can tell us which way they ought to be going.
At one end of this axis are companies that have business models enabled by the Internet. These include Ebay, PriceLine, and every company taking a new whack at direct sales based on the prospect of the Interne...