The Internet Is Much More Than AnInformation Highway
The heightened Internet presence of P&G, GE, Citicorp, Met Life, Sharper Image and the like will attract more consumers to the Internet, and EC transaction volumes will surge.
The heightened Internet presence of P&G, GE, Citicorp, Met Life, Sharper Image and the like will attract more consumers to the Internet, and EC transaction volumes will surge.
Electronic commerce (EC) is rapidly emerging as the first killer app. EC has the potential to revolutionize both mass- and direct-marketing as anyone can (try to) sell their content over the Internet at minimal costs.
This business is going to be a leap of faith for cable companies. But someone will jump in first because when you sit down at a cable modem demo you just have to say holy shit … Our faith in cable Internet access is very strong – five years from today we will see very broad deployment.
We have seen a lot of cable modem trials, but I believe deployment is imminent in the next calendar year, prompted by the success of recent Internet IPOs.
Adams Media Research says that while nothing is happening this year, 200,000 cable modems will be sold in 1996 – 1.5 million in 1998 – representing a $400 million market. Sanford Bernstein analyst Tom Wolzein foresees 6.6 million boxes sold in 1998 for a $1.5 billion market.
We will be offering Internet access at this time next year to anyone who wants it. We think it will be an easy decision for the consumer to pick cable Internet access over telephone access.
In a marketplace expected to grow at 200 percent through the rest of the century, we expect consolidation to be some ways off … What is important is good prices, good customer service, and good GUI.
In a marketplace expected to grow at 200 percent through the rest of the century, we expect consolidation to be some ways off … What is important is good prices, good customer service, and good GUI.
Wire-based players will look both to defend and enhance their existing offerings via wireless acquisitions, and non-players will look for the deal that can bring them into the game. It will happen. But it won’t be tomorrow.
Will it be infrared, narrowband, or spread spectrum? TDMA or CDMA? 802.11 or some proprietary protocol that captures de facto standard status? Will we be able to send a wireless e-mail message that includes the high-resolution graphics that illustrate my document? Which applications, if any, meet such universal demand that they will be “pre-packaged” rather than “custom?” What is it that people really want from wireless and what are they willing to pay for it?